| 10/8/2025 |
Charis Legacy Partners, LLC
|
Sep 2025 |
$67M
|
— |
EDGAR ↗
|
| 10/7/2025 |
Union Bancaire Privee, UBP SA
|
Sep 2025 |
$7.0B
|
— |
EDGAR ↗
|
| 10/7/2025 |
St Germain D J Co Inc
|
Sep 2025 |
$2.5B
|
— |
EDGAR ↗
|
| 10/7/2025 |
Traphagen Investment Advisors Llc
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/7/2025 |
GuoLine Advisory Pte Ltd
|
Sep 2025 |
$1.0B
|
— |
EDGAR ↗
|
| 10/7/2025 |
Graves Light Lenhart Wealth, Inc.
|
Sep 2025 |
$901M
|
— |
EDGAR ↗
|
| 10/7/2025 |
Oak Thistle LLC
|
Sep 2025 |
$656M
|
— |
EDGAR ↗
|
| 10/7/2025 |
Sawyer & Company, Inc
|
Sep 2025 |
$265M
|
— |
EDGAR ↗
|
| 10/7/2025 |
Team Financial Group, LLC
|
Sep 2025 |
$216M
|
— |
EDGAR ↗
|
| 10/7/2025 |
FOCUS Wealth Advisors, LLC
|
Sep 2025 |
$208M
|
— |
EDGAR ↗
|
| 10/7/2025 |
Norway Savings Bank
|
Sep 2025 |
$207M
|
— |
EDGAR ↗
|
| 10/7/2025 |
Hardin Capital Partners, LLC
|
Sep 2025 |
$186M
|
— |
EDGAR ↗
|
| 10/7/2025 |
Grant Private Wealth Management Inc
|
Sep 2025 |
$162M
|
— |
EDGAR ↗
|
| 10/7/2025 |
Graphene Investments SAS
|
Sep 2025 |
$158M
|
— |
EDGAR ↗
|
| 10/6/2025 |
Nilsine Partners, LLC
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 10/6/2025 |
Boston Standard Wealth Management, LLC
|
Sep 2025 |
$595M
|
— |
EDGAR ↗
|
| 10/6/2025 |
Keb Asset Management, Llc
|
Sep 2025 |
$446M
|
— |
EDGAR ↗
|
| 10/6/2025 |
Cambridge Financial Group, LLC
|
Sep 2025 |
$311M
|
— |
EDGAR ↗
|
| 10/6/2025 |
HF Advisory Group, LLC
|
Sep 2025 |
$272M
|
— |
EDGAR ↗
|
| 10/6/2025 |
New England Research & Management, Inc.
|
Sep 2025 |
$218M
|
— |
EDGAR ↗
|
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