| 10/14/2025 |
BigSur Wealth Management LLC
|
Sep 2025 |
$408M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Juncture Wealth Strategies, Llc
|
Sep 2025 |
$298M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Able Wealth Management LLC
|
Sep 2025 |
$266M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Daily Journal Corp
|
Sep 2025 |
$262M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Bernard Wealth Management Corp.
|
Sep 2025 |
$239M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Cohen Investment Advisors LLC
|
Sep 2025 |
$206M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Delta Capital Management Llc
|
Sep 2025 |
$193M
|
— |
EDGAR ↗
|
| 10/14/2025 |
DB Fitzpatrick & Co, Inc
|
Sep 2025 |
$111M
|
— |
EDGAR ↗
|
| 10/14/2025 |
RK Asset Management, LLC
|
Sep 2025 |
$110M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Profit Investment Management, LLC
|
Sep 2025 |
$80M
|
— |
EDGAR ↗
|
| 10/14/2025 |
AIFG Consultants Ltd.
|
Sep 2025 |
$57M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Livelsberger Financial Advisory
|
Sep 2025 |
$3M
|
— |
EDGAR ↗
|
| 10/10/2025 |
Sarasin & Partners LLP
|
Sep 2025 |
$10.2B
|
— |
EDGAR ↗
|
| 10/10/2025 |
Cyndeo Wealth Partners, LLC
|
Sep 2025 |
$1.8B
|
— |
EDGAR ↗
|
| 10/10/2025 |
Trust Point Inc.
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/10/2025 |
Orrstown Financial Services Inc
|
Sep 2025 |
$584M
|
— |
EDGAR ↗
|
| 10/10/2025 |
ABLE Financial Group, LLC
|
Sep 2025 |
$461M
|
— |
EDGAR ↗
|
| 10/10/2025 |
Benson Investment Management Company, Inc.
|
Sep 2025 |
$293M
|
— |
EDGAR ↗
|
| 10/10/2025 |
Corsicana & Co.
|
Sep 2025 |
$178M
|
— |
EDGAR ↗
|
| 10/10/2025 |
Shotwell Rutter Baer Inc
|
Sep 2025 |
$155M
|
— |
EDGAR ↗
|
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