| 10/21/2025 |
SJS Investment Consulting Inc.
|
Sep 2025 |
$731M
|
— |
EDGAR ↗
|
| 10/21/2025 |
First Pacific Financial
|
Sep 2025 |
$720M
|
— |
EDGAR ↗
|
| 10/21/2025 |
CMH Wealth Management LLC
|
Sep 2025 |
$469M
|
— |
EDGAR ↗
|
| 10/21/2025 |
McElhenny Sheffield Capital Management, LLC
|
Sep 2025 |
$422M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Eldred Rock Partners, LLC
|
Sep 2025 |
$401M
|
— |
EDGAR ↗
|
| 10/21/2025 |
West Branch Capital LLC
|
Sep 2025 |
$381M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Physicians Financial Services, Inc.
|
Sep 2025 |
$366M
|
— |
EDGAR ↗
|
| 10/21/2025 |
True Wealth Design, LLC
|
Sep 2025 |
$327M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Foundation Wealth Management, LLC\PA
|
Sep 2025 |
$258M
|
— |
EDGAR ↗
|
| 10/21/2025 |
JDM Financial Group LLC
|
Sep 2025 |
$239M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Western Financial Corp/CA
|
Sep 2025 |
$230M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Fogel Capital Management, Inc.
|
Sep 2025 |
$216M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Rye Brook Capital LLC
|
Sep 2025 |
$192M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Stephenson & Company, Inc.
|
Sep 2025 |
$174M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Kellett Wealth Advisors, LLC
|
Sep 2025 |
$166M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Bay Capital Advisors, LLC
|
Sep 2025 |
$154M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Crowley Wealth Management, Inc.
|
Sep 2025 |
$126M
|
— |
EDGAR ↗
|
| 10/21/2025 |
M Wealth Management, LLC
|
Sep 2025 |
$114M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Measured Risk Portfolios, Inc.
|
Sep 2025 |
$107M
|
— |
EDGAR ↗
|
| 10/20/2025 |
Calamos Advisors LLC
|
Sep 2025 |
$27.1B
|
— |
EDGAR ↗
|
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