| 10/10/2025 |
Gibson Wealth Advisors LLC
|
Sep 2025 |
$141M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Voya Investment Management Llc
|
Sep 2025 |
$100.2B
|
— |
EDGAR ↗
|
| 10/9/2025 |
Dynamic Advisor Solutions LLC
|
Sep 2025 |
$3.4B
|
— |
EDGAR ↗
|
| 10/9/2025 |
CGN Advisors LLC
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/9/2025 |
Wilsey Asset Management Inc
|
Sep 2025 |
$545M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Long Run Wealth Advisors, LLC
|
Sep 2025 |
$509M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Jackson Square Capital, Llc
|
Sep 2025 |
$459M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Websterrogers Financial Advisors, Llc
|
Sep 2025 |
$333M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Brady Family Wealth, Llc
|
Sep 2025 |
$323M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Verisail Partners, LLC
|
Sep 2025 |
$236M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Surience Private Wealth Llc
|
Sep 2025 |
$109M
|
— |
EDGAR ↗
|
| 10/8/2025 |
Financial Advisory Corp
|
Sep 2025 |
$679M
|
— |
EDGAR ↗
|
| 10/8/2025 |
Marshall Financial Group, LLC
|
Sep 2025 |
$513M
|
— |
EDGAR ↗
|
| 10/8/2025 |
Bennett Selby Investments Lp
|
Sep 2025 |
$302M
|
— |
EDGAR ↗
|
| 10/8/2025 |
FCG Investment Co
|
Sep 2025 |
$214M
|
— |
EDGAR ↗
|
| 10/8/2025 |
Pinnacle Wealth Management Group, Inc.
|
Sep 2025 |
$195M
|
— |
EDGAR ↗
|
| 10/8/2025 |
Integrated Capital Management, Inc.
|
Sep 2025 |
$143M
|
— |
EDGAR ↗
|
| 10/8/2025 |
Moulton Wealth Management, Inc
|
Sep 2025 |
$137M
|
— |
EDGAR ↗
|
| 10/8/2025 |
Hedges Asset Management LLC
|
Sep 2025 |
$131M
|
— |
EDGAR ↗
|
| 10/8/2025 |
Guided Capital Wealth Management, LLC
|
Sep 2025 |
$117M
|
— |
EDGAR ↗
|
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