| 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 ↗
|
| 10/20/2025 |
Aquamarine Zurich AG
|
Sep 2025 |
$317M
|
— |
EDGAR ↗
|
| 10/20/2025 |
GPM Growth Investors, Inc.
|
Sep 2025 |
$260M
|
— |
EDGAR ↗
|
| 10/20/2025 |
OMNI 360 Wealth, Inc.
|
Sep 2025 |
$178M
|
— |
EDGAR ↗
|
| 10/20/2025 |
Meridian Financial Advisors, LLC
|
Sep 2025 |
$178M
|
— |
EDGAR ↗
|
| 10/20/2025 |
Prentiss Smith & Co Inc
|
Sep 2025 |
$177M
|
— |
EDGAR ↗
|
| 10/20/2025 |
Bravias Capital Group, LLC
|
Sep 2025 |
$150M
|
— |
EDGAR ↗
|
| 10/20/2025 |
Strategic Value Bank Partners Llc
|
Sep 2025 |
$141M
|
— |
EDGAR ↗
|
| 10/20/2025 |
Wells Financial Advisors INC
|
Sep 2025 |
$75M
|
— |
EDGAR ↗
|
| 10/17/2025 |
Sowell Financial Services LLC
|
Sep 2025 |
$2.6B
|
— |
EDGAR ↗
|
| 10/17/2025 |
Oak Harvest Investment Services
|
Sep 2025 |
$857M
|
— |
EDGAR ↗
|
| 10/17/2025 |
Medicxi Ventures Management (Jersey) Ltd
|
Sep 2025 |
$744M
|
— |
EDGAR ↗
|
| 10/17/2025 |
Live Oak Private Wealth LLC
|
Sep 2025 |
$718M
|
— |
EDGAR ↗
|
| 10/17/2025 |
Permanent Capital Management, LP
|
Sep 2025 |
$535M
|
— |
EDGAR ↗
|
| 10/17/2025 |
Valicenti Advisory Services Inc
|
Sep 2025 |
$466M
|
— |
EDGAR ↗
|
| 10/17/2025 |
Peddock Capital Advisors, Llc
|
Sep 2025 |
$464M
|
— |
EDGAR ↗
|
| 10/17/2025 |
Matthews International Capital Management Llc
|
Sep 2025 |
$429M
|
— |
EDGAR ↗
|
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