| 10/14/2025 |
Livelsberger Financial Advisory
|
Sep 2025 |
$3M
|
— |
EDGAR ↗
|
| 10/10/2025 |
Sarasin & Partners LLP
|
Sep 2025 |
$10.2B
|
— |
EDGAR ↗
|
| 10/10/2025 |
Cyndeo Wealth Partners, LLC
|
Sep 2025 |
$1.8B
|
— |
EDGAR ↗
|
| 10/10/2025 |
Trust Point Inc.
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/10/2025 |
Orrstown Financial Services Inc
|
Sep 2025 |
$584M
|
— |
EDGAR ↗
|
| 10/10/2025 |
ABLE Financial Group, LLC
|
Sep 2025 |
$461M
|
— |
EDGAR ↗
|
| 10/10/2025 |
Benson Investment Management Company, Inc.
|
Sep 2025 |
$293M
|
— |
EDGAR ↗
|
| 10/10/2025 |
Corsicana & Co.
|
Sep 2025 |
$178M
|
— |
EDGAR ↗
|
| 10/10/2025 |
Shotwell Rutter Baer Inc
|
Sep 2025 |
$155M
|
— |
EDGAR ↗
|
| 10/10/2025 |
Gibson Wealth Advisors LLC
|
Sep 2025 |
$141M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Voya Investment Management Llc
|
Sep 2025 |
$100.2B
|
— |
EDGAR ↗
|
| 10/9/2025 |
Dynamic Advisor Solutions LLC
|
Sep 2025 |
$3.4B
|
— |
EDGAR ↗
|
| 10/9/2025 |
CGN Advisors LLC
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/9/2025 |
Wilsey Asset Management Inc
|
Sep 2025 |
$545M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Long Run Wealth Advisors, LLC
|
Sep 2025 |
$509M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Jackson Square Capital, Llc
|
Sep 2025 |
$459M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Websterrogers Financial Advisors, Llc
|
Sep 2025 |
$333M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Brady Family Wealth, Llc
|
Sep 2025 |
$323M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Verisail Partners, LLC
|
Sep 2025 |
$236M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Surience Private Wealth Llc
|
Sep 2025 |
$109M
|
— |
EDGAR ↗
|
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