| 10/24/2025 |
Deltec Asset Management Llc
|
Sep 2025 |
$606M
|
— |
EDGAR ↗
|
| 10/24/2025 |
Freedom Day Solutions, LLC
|
Sep 2025 |
$368M
|
— |
EDGAR ↗
|
| 10/24/2025 |
Madden Securities Corp
|
Sep 2025 |
$327M
|
— |
EDGAR ↗
|
| 10/24/2025 |
Elevate Wealth Advisory, Inc
|
Sep 2025 |
$138M
|
— |
EDGAR ↗
|
| 10/23/2025 |
Benjamin Edwards Inc
|
Sep 2025 |
$8.8B
|
— |
EDGAR ↗
|
| 10/23/2025 |
Foster & Motley Inc
|
Sep 2025 |
$1.9B
|
— |
EDGAR ↗
|
| 10/23/2025 |
Vision Capital Management, Inc.
|
Sep 2025 |
$811M
|
— |
EDGAR ↗
|
| 10/23/2025 |
True Wind Capital Management, L.P.
|
Sep 2025 |
$273M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Commonwealth Equity Services, Llc
|
Sep 2025 |
$77.2B
|
— |
EDGAR ↗
|
| 10/22/2025 |
D.A. Davidson & Co.
|
Sep 2025 |
$15.6B
|
— |
EDGAR ↗
|
| 10/22/2025 |
Alpine Bank Wealth Management
|
Sep 2025 |
$711M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Augustine Asset Management Inc
|
Sep 2025 |
$497M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Old Second National Bank Of Aurora
|
Sep 2025 |
$485M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Stuart Chaussee & Associates, Inc.
|
Sep 2025 |
$458M
|
— |
EDGAR ↗
|
| 10/22/2025 |
KG&L Capital Management,LLC
|
Sep 2025 |
$374M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Sage Advisors, Llc
|
Sep 2025 |
$140M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Blossom Wealth Management
|
Sep 2025 |
$62M
|
— |
EDGAR ↗
|
| 10/22/2025 |
New Century Financial Group, LLC
|
Sep 2025 |
$56M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Wellesley Asset Management
|
Sep 2025 |
$999M
|
— |
EDGAR ↗
|
| 10/21/2025 |
CMH Wealth Management LLC
|
Sep 2025 |
$469M
|
— |
EDGAR ↗
|