| 10/30/2025 |
Bruce G. Allen Investments, LLC
|
Sep 2025 |
$140M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Legacy Advisory Services, LLC
|
Sep 2025 |
$133M
|
— |
EDGAR ↗
|
| 10/30/2025 |
R.H. Investment Group, LLC
|
Sep 2025 |
$115M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Mizuho Securities Co. Ltd.
|
Sep 2025 |
$15M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Wealth Enhancement Advisory Services, Llc
|
Sep 2025 |
$66.1B
|
— |
EDGAR ↗
|
| 10/29/2025 |
Seizert Capital Partners, Llc
|
Sep 2025 |
$2.3B
|
— |
EDGAR ↗
|
| 10/29/2025 |
Parsons Capital Management Inc/Ri
|
Sep 2025 |
$1.8B
|
— |
EDGAR ↗
|
| 10/29/2025 |
Verdence Capital Advisors LLC
|
Sep 2025 |
$1.7B
|
— |
EDGAR ↗
|
| 10/29/2025 |
BloombergSen Inc.
|
Sep 2025 |
$1.6B
|
— |
EDGAR ↗
|
| 10/29/2025 |
Oak Ridge Investments Llc
|
Sep 2025 |
$1.5B
|
— |
EDGAR ↗
|
| 10/29/2025 |
SOL Capital Management CO
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 10/29/2025 |
Inscription Capital, LLC
|
Sep 2025 |
$928M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Middleton & Co Inc/Ma
|
Sep 2025 |
$925M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Portfolio Strategies, Inc.
|
Sep 2025 |
$860M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Walkner Condon Financial Advisors LLC
|
Sep 2025 |
$631M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Capital Advisory Group Advisory Services, LLC
|
Sep 2025 |
$321M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Tred Avon Family Wealth, Llc
|
Sep 2025 |
$291M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Theory Financial Llc
|
Sep 2025 |
$284M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Dupree Financial Group, LLC
|
Sep 2025 |
$263M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Caldwell Sutter Capital, Inc.
|
Sep 2025 |
$234M
|
— |
EDGAR ↗
|
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