| 10/21/2025 |
Stephenson & Company, Inc.
|
Sep 2025 |
$174M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Crowley Wealth Management, Inc.
|
Sep 2025 |
$126M
|
— |
EDGAR ↗
|
| 10/21/2025 |
Measured Risk Portfolios, Inc.
|
Sep 2025 |
$107M
|
— |
EDGAR ↗
|
| 10/20/2025 |
Hennessy Advisors Inc
|
Sep 2025 |
$2.9B
|
— |
EDGAR ↗
|
| 10/20/2025 |
GPM Growth Investors, Inc.
|
Sep 2025 |
$260M
|
— |
EDGAR ↗
|
| 10/20/2025 |
Prentiss Smith & Co Inc
|
Sep 2025 |
$177M
|
— |
EDGAR ↗
|
| 10/20/2025 |
Strategic Value Bank Partners Llc
|
Sep 2025 |
$141M
|
— |
EDGAR ↗
|
| 10/17/2025 |
Live Oak Private Wealth LLC
|
Sep 2025 |
$718M
|
— |
EDGAR ↗
|
| 10/17/2025 |
Westend Capital Management, LLC
|
Sep 2025 |
$343M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Rice Hall James & Associates, Llc
|
Sep 2025 |
$1.8B
|
— |
EDGAR ↗
|
| 10/16/2025 |
MBL Wealth, LLC
|
Sep 2025 |
$1.1B
|
— |
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 |
Asset Planning Services Inc /La/ /Adv
|
Sep 2025 |
$237M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Tower View Wealth Management LLC
|
Sep 2025 |
$193M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Pacer Advisors, Inc.
|
Sep 2025 |
$39.7B
|
— |
EDGAR ↗
|
| 10/15/2025 |
Busey Bank
|
Sep 2025 |
$3.6B
|
— |
EDGAR ↗
|
| 10/15/2025 |
Value Partners Investments Inc.
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/15/2025 |
Financial Management Professionals, Inc.
|
Sep 2025 |
$961M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Pure Portfolios Holdings Llc
|
Sep 2025 |
$320M
|
— |
EDGAR ↗
|
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