| 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 |
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 ↗
|
| 10/20/2025 |
Metropolis Capital Ltd
|
Sep 2025 |
$3.2B
|
— |
EDGAR ↗
|
| 10/20/2025 |
Hennessy Advisors Inc
|
Sep 2025 |
$2.9B
|
— |
EDGAR ↗
|
| 10/20/2025 |
Calamos Wealth Management LLC
|
Sep 2025 |
$2.8B
|
— |
EDGAR ↗
|
| 10/20/2025 |
Pinnacle Wealth Management Advisory Group, LLC
|
Sep 2025 |
$1.3B
|
— |
EDGAR ↗
|
| 10/20/2025 |
Great Diamond Partners, LLC
|
Sep 2025 |
$516M
|
— |
EDGAR ↗
|
| 10/20/2025 |
TBH Global Asset Management, LLC
|
Sep 2025 |
$512M
|
— |
EDGAR ↗
|
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