| 10/17/2025 |
Lakeridge Wealth Management LLC
|
Sep 2025 |
$225M
|
— |
EDGAR ↗
|
| 10/17/2025 |
Arcadia Investment Advisors Llc
|
Sep 2025 |
$206M
|
— |
EDGAR ↗
|
| 10/17/2025 |
Smallwood Wealth Investment Management, LLC
|
Sep 2025 |
$196M
|
— |
EDGAR ↗
|
| 10/17/2025 |
Retireful, LLC
|
Sep 2025 |
$103M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Blue Trust, Inc.
|
Sep 2025 |
$8.9B
|
— |
EDGAR ↗
|
| 10/16/2025 |
Beacon Investment Advisory Services, Inc.
|
Sep 2025 |
$2.4B
|
— |
EDGAR ↗
|
| 10/16/2025 |
Portman Square Capital LLP
|
Sep 2025 |
$2.3B
|
— |
EDGAR ↗
|
| 10/16/2025 |
Highland Capital Management, Llc
|
Sep 2025 |
$2.0B
|
— |
EDGAR ↗
|
| 10/16/2025 |
Rice Hall James & Associates, Llc
|
Sep 2025 |
$1.8B
|
— |
EDGAR ↗
|
| 10/16/2025 |
Ami Asset Management Corp
|
Sep 2025 |
$1.8B
|
— |
EDGAR ↗
|
| 10/16/2025 |
Rebalance, Llc
|
Sep 2025 |
$1.7B
|
— |
EDGAR ↗
|
| 10/16/2025 |
MBL Wealth, LLC
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 10/16/2025 |
Greenup Street Wealth Management Llc
|
Sep 2025 |
$651M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Marotta Asset Management
|
Sep 2025 |
$531M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Raub Brock Capital Management LP
|
Sep 2025 |
$465M
|
— |
EDGAR ↗
|
| 10/16/2025 |
SWS Partners
|
Sep 2025 |
$410M
|
— |
EDGAR ↗
|
| 10/16/2025 |
VCI Wealth Management LLC
|
Sep 2025 |
$330M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Oldfather Financial Services, LLC
|
Sep 2025 |
$321M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Yeomans Consulting Group, Inc.
|
Sep 2025 |
$290M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Burns Matteson Capital Management, LLC
|
Sep 2025 |
$253M
|
— |
EDGAR ↗
|
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