| 10/15/2025 |
Financial Management Professionals, Inc.
|
Sep 2025 |
$961M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Symmetry Partners, LLC
|
Sep 2025 |
$918M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Crane Advisory, LLC
|
Sep 2025 |
$636M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Optas, LLC
|
Sep 2025 |
$589M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Spirit Of America Management Corp/Ny
|
Sep 2025 |
$499M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Kelly Financial Services LLC
|
Sep 2025 |
$386M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Drummond Knight Asset Management Pty Ltd
|
Sep 2025 |
$327M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Pure Portfolios Holdings Llc
|
Sep 2025 |
$320M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Jeppson Wealth Management, Llc
|
Sep 2025 |
$314M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Stephens Consulting, LLC
|
Sep 2025 |
$292M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Santori & Peters, Inc.
|
Sep 2025 |
$280M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Silver Lake Advisory, LLC
|
Sep 2025 |
$251M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Hrc Wealth Management, Llc
|
Sep 2025 |
$205M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Higgins & Schmidt Wealth Strategies LLC
|
Sep 2025 |
$198M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Horizon Advisory Services, Inc.
|
Sep 2025 |
$195M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Tenon Financial LLC
|
Sep 2025 |
$195M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Friedenthal Financial
|
Sep 2025 |
$194M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Merrion Investment Management Co, LLC
|
Sep 2025 |
$174M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Albert D Mason Inc
|
Sep 2025 |
$154M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Scratch Capital Llc
|
Sep 2025 |
$152M
|
— |
EDGAR ↗
|
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