| Innovative Wealth Building LLC | 0002062596 | Nov 12, 2025 | 55 | $128.3M |
| Clifford Group, LLC | 0001965522 | Nov 14, 2025 | 81 | $128.4M |
| Michels Family Financial, LLC | 0002053733 | Nov 10, 2025 | 134 | $128.4M |
| Centerpoint Advisory Group | 0002054093 | Nov 4, 2025 | 108 | $128.5M |
| Momentum Wealth Planning, LLC | 0002087652 | Nov 12, 2025 | 42 | $128.5M |
| Andrew Hill Investment Advisors, Inc. | 0001897071 | Oct 15, 2025 | 46 | $128.5M |
| Bulwark Capital Corp | 0002075899 | Oct 14, 2025 | 101 | $128.6M |
| Clear Point Advisors Inc. | 0002010474 | Oct 28, 2025 | 114 | $128.7M |
| Farnam Financial LLC | 0002080267 | Oct 24, 2025 | 51 | $128.7M |
| Grizzlyrock Capital, LLC | 0002011732 | Nov 14, 2025 | 23 | $128.8M |
| Entruity Wealth, LLC | 0001719303 | Nov 7, 2025 | 42 | $128.8M |
| Kennon-Green & Company, LLC | 0001963352 | Oct 23, 2025 | 40 | $128.8M |
| Brian Low Financial Group, LLC | 0002079080 | Oct 16, 2025 | 108 | $128.9M |
| WPG Advisers, LLC | 0002067343 | Oct 29, 2025 | 1,447 | $128.9M |
| Bosman Wealth Management, LLC | 0002066260 | Oct 27, 2025 | 42 | $129.0M |
| BAM Wealth Management, LLC | 0002093649 | Oct 31, 2025 | 147 | $129.1M |
| RoundAngle Advisors LLC | 0002049176 | Oct 10, 2025 | 59 | $129.1M |
| Cornerstone Financial Group, LLC | 0002056783 | Nov 12, 2025 | 69 | $129.2M |
| First Community Trust NA | 0001130344 | Oct 7, 2025 | 340 | $129.2M |
| North Capital, Inc. | 0002065938 | Oct 9, 2025 | 730 | $129.3M |
| Gilbert Capital Group, Inc. | 0002035854 | Dec 2, 2025 | 51 | $129.3M |
| Rexford Capital Inc. | 0002081847 | Oct 21, 2025 | 270 | $129.3M |
| Barnett & Company, Inc. | 0001426588 | Nov 10, 2025 | 80 | $129.3M |
| Atlantic Family Wealth, LLC | 0002012511 | Nov 6, 2025 | 55 | $129.4M |
| Mascagni Wealth Management, Inc. | 0002063074 | Oct 15, 2025 | 124 | $129.4M |
| Williamson Legacy Group, LLC | 0002011965 | Nov 14, 2025 | 97 | $129.4M |
| Partnership Wealth Management, LLC | 0002010656 | Oct 8, 2025 | 70 | $129.8M |
| PUREfi Wealth, LLC | 0002001520 | Oct 21, 2025 | 165 | $129.9M |
| Capstone Wealth Management, LLC | 0002019411 | Oct 9, 2025 | 50 | $129.9M |
| Tide Cove Capital Partners LLC | 0002029464 | Nov 7, 2025 | 10 | $129.9M |
| Williams & Novak, LLC | 0001998419 | Oct 30, 2025 | 140 | $130.0M |
| TB Capital Gestao de Recursos Ltda. | 0002077092 | Nov 14, 2025 | 17 | $130.1M |
| Nicholson Meyer Capital Management, Inc. | 0002065771 | Nov 6, 2025 | 44 | $130.1M |
| Bayview Asset Management, LLC | 0001767366 | Nov 13, 2025 | 45 | $130.1M |
| Bonfire Financial | 0001762539 | Nov 12, 2025 | 56 | $130.2M |
| Willner & Heller, LLC | 0001927796 | Oct 16, 2025 | 160 | $130.2M |
| Magnolia Capital Management Ltd. | 0001802361 | Oct 29, 2025 | 70 | $130.3M |
| Fortress Financial Group, LLC | 0002054451 | Nov 6, 2025 | 82 | $130.4M |
| Phil A. Younker & Associates, Ltd. | 0002063635 | Oct 24, 2025 | 33 | $130.6M |
| Hedges Asset Management LLC | 0001906202 | Oct 8, 2025 | 102 | $130.6M |
| Kennondale Capital Management LLC | 0002055199 | Nov 12, 2025 | 82 | $130.6M |
| Family Legacy Financial Solutions, LLC | 0002076068 | Oct 7, 2025 | 257 | $130.6M |
| SIMA Wealth Partners, LLC | 0002135539 | May 28, 2026 | 165 | $130.8M |
| Hoese & Co LLP | 0001840268 | Oct 16, 2025 | 125 | $130.8M |
| Pine Brook Road Advisors, L.P. | 0001630691 | Oct 28, 2025 | 1 | $130.9M |
| TT Capital Management LLC | 0002056338 | Nov 7, 2025 | 69 | $130.9M |
| GeoSphere Capital Management, LLC | 0001426876 | Nov 14, 2025 | 40 | $131.0M |
| PMG Wealth Management, Inc. | 0002052904 | Oct 31, 2025 | 55 | $131.3M |
| Institutional Venture Management Xv, LLC | 0001640275 | Nov 14, 2025 | 3 | $131.4M |
| Affinity Wealth LLC | 0002111764 | Aug 26, 2026 | 55 | $131.5M |
| Carnegie Mellon University | 0001039067 | Nov 13, 2025 | 5 | $131.6M |
| Finward Bancorp | 0000919864 | Nov 14, 2025 | 106 | $131.6M |
| Warm Springs Advisors Inc. | 0002057078 | Nov 12, 2025 | 47 | $131.7M |
| Leibman Financial Services, Inc. | 0002006661 | Oct 20, 2025 | 48 | $131.7M |
| Womack Financial LLC | 0002107079 | Feb 4, 2026 | 68 | $131.8M |
| Clayton Partners LLC | 0001550509 | Nov 10, 2025 | 36 | $131.9M |
| Opulen Financial Group LLC | 0002055099 | Nov 17, 2025 | 106 | $131.9M |
| Orca Wealth Management, LLC | 0002043765 | Nov 13, 2025 | 69 | $132.0M |
| Flight Deck Capital, LP | 0001861705 | Nov 14, 2025 | 13 | $132.1M |
| Kagan Cocozza Asset Management | 0002064489 | Oct 21, 2025 | 61 | $132.1M |
| Cannon Wealth Management Services, LLC | 0002043725 | Nov 10, 2025 | 82 | $132.1M |
| Travelers Companies, Inc. | 0000086312 | Nov 12, 2025 | 2 | $132.1M |
| Tao Capital Management LP | 0001802967 | Nov 12, 2025 | 10 | $132.2M |
| Nightview Capital, LLC | 0001680843 | Nov 5, 2025 | 11 | $132.2M |
| Bantamac Capital, LLC | 0001794972 | Nov 10, 2025 | 60 | $132.3M |
| KOM Wealth Management Group, LLC | 0001804116 | Oct 21, 2025 | 84 | $132.3M |
| MFG Wealth Management, Inc. | 0002053046 | Oct 9, 2025 | 60 | $132.4M |
| Birchview Capital, LP | 0001618205 | Nov 13, 2025 | 69 | $132.4M |
| Cathy Pareto & Associates, Inc. | 0002045974 | Oct 23, 2025 | 90 | $132.6M |
| Legacy Advisory Services, LLC | 0002068847 | Oct 30, 2025 | 50 | $132.6M |
| Avant Financial Advisors LLC | 0002063243 | Nov 3, 2025 | 65 | $132.7M |
| Ulland Investment Advisors, LLC | 0001911497 | Nov 13, 2025 | 228 | $132.8M |
| White & Co Financial Planning Inc | 0002039300 | Oct 21, 2025 | 19 | $132.8M |
| Fortune Financial Advisors, LLC | 0001961828 | Nov 5, 2025 | 94 | $132.9M |
| J2 Capital Management Inc | 0001586882 | Oct 14, 2025 | 123 | $132.9M |
| Collier Financial | 0001902901 | Nov 5, 2025 | 131 | $133.0M |
| Virtus Fixed Income Advisers, LLC | 0002079921 | Nov 12, 2025 | 23 | $133.0M |
| Gallo Partners, LP | 0002015727 | Nov 14, 2025 | 51 | $133.0M |
| Navis Wealth Advisors, LLC | 0001849055 | Nov 14, 2025 | 121 | $133.0M |
| Alpha Advisors, LLC | 0002095967 | Nov 12, 2025 | 48 | $133.1M |
| Ridgeline Wealth Planning, LLC | 0002013788 | Oct 29, 2025 | 42 | $133.1M |
| Macroview Investment Management LLC | 0001551727 | Oct 24, 2025 | 92 | $133.1M |
| Barington Companies Management, LLC | 0000887762 | Nov 13, 2025 | 12 | $133.2M |
| Rolek Wealth Management LLC | 0002051339 | Oct 29, 2025 | 16 | $133.2M |
| Persium Advisors, LLC | 0002033683 | Oct 17, 2025 | 63 | $133.2M |
| Black Cypress Capital Management, LLC | 0002022614 | Nov 13, 2025 | 32 | $133.3M |
| Anson Capital, Inc. | 0001906003 | Nov 5, 2025 | 81 | $133.4M |
| Up Strategic Wealth Investment Advisors LLC | 0002011649 | Nov 19, 2025 | 87 | $133.4M |
| Tme Financial, Inc. | 0002056230 | Nov 14, 2025 | 75 | $133.5M |
| Axos Invest Inc. | 0002042928 | Oct 16, 2025 | 22 | $133.5M |
| Avantra Family Wealth, Inc. | 0001774744 | Oct 28, 2025 | 161 | $133.6M |
| Paragon Capital Management Inc. | 0002038506 | Oct 15, 2025 | 72 | $133.7M |
| Retirement Planning Group, LLC / NY | 0002057004 | Oct 28, 2025 | 87 | $133.7M |
| Trace Wealth Advisors, LLC | 0002055838 | Nov 5, 2025 | 68 | $133.8M |
| Hickory Point Bank & Trust | 0002039144 | Oct 6, 2025 | 126 | $133.8M |
| Corient IA LP | 0002058426 | Nov 12, 2025 | 237 | $133.9M |
| Mendota Financial Group, LLC | 0001964538 | Oct 14, 2025 | 114 | $133.9M |
| Arbor Wealth Advisors LLC | 0002009890 | Oct 10, 2025 | 55 | $133.9M |
| Cooksen Wealth, LLC | 0002016393 | Oct 30, 2025 | 45 | $133.9M |
| Shum Financial Group, Inc. | 0002044675 | Oct 20, 2025 | 94 | $134.0M |