| Seed Wealth Management, Inc. | 0001963728 | Oct 15, 2025 | 114 | $144.8M |
| LongView Asset Management LLC | 0002053960 | Nov 10, 2025 | 53 | $144.8M |
| MFA Wealth Services | 0001989379 | Nov 14, 2025 | 122 | $144.9M |
| Grantvest Financial Group LLC | 0002055216 | Nov 4, 2025 | 153 | $144.9M |
| Union Square Park Capital Management, LLC | 0001666231 | Nov 14, 2025 | 45 | $145.1M |
| Wildcat Capital Management, LLC | 0001582384 | Nov 14, 2025 | 5 | $145.1M |
| Mork Capital Management, LLC | 0001626494 | Nov 14, 2025 | 109 | $145.1M |
| Integrated Financial Solutions, Inc. | 0002086529 | Jan 16, 2026 | 26 | $145.1M |
| Blodgett Wealth Advisors, LLC | 0001907826 | Oct 28, 2025 | 64 | $145.2M |
| Warner Group LLC | 0002073617 | Nov 7, 2025 | 60 | $145.2M |
| Central Asset Investments & Management Holdings (HK) Ltd | 0001583672 | Nov 17, 2025 | 59 | $145.3M |
| CPR Investments Inc. | 0001775053 | Oct 14, 2025 | 51 | $145.3M |
| Factorial Partners, LLC | 0001732687 | Nov 10, 2025 | 66 | $145.3M |
| Fairscale Capital, LLC | 0002032350 | Nov 6, 2025 | 444 | $145.5M |
| Accredited Investor Services, LLC | 0002028621 | Oct 21, 2025 | 76 | $145.5M |
| Brightwater Advisory LLC | 0002034566 | Nov 7, 2025 | 59 | $145.6M |
| FMA Wealth Management, LLC | 0002011155 | Nov 17, 2025 | 43 | $145.7M |
| Horizons Wealth Management | 0001943228 | Oct 3, 2025 | 168 | $145.7M |
| Morgens Waterfall Vintiadis & Co. Inc. | 0001016150 | Nov 14, 2025 | 22 | $145.8M |
| FWG Investments, LLC. | 0001944877 | Oct 29, 2025 | 104 | $145.8M |
| Stoneridge Investment Partners LLC | 0001108831 | Oct 31, 2025 | 122 | $145.8M |
| Kintayl Capital LP | 0002032385 | Nov 14, 2025 | 36 | $145.8M |
| Park State Asset Management | 0001908423 | Nov 14, 2025 | 19 | $145.8M |
| Arbiter Partners Capital Management LLC | 0001513193 | Nov 12, 2025 | 35 | $145.9M |
| Comprehensive Financial Planning, Inc. | 0002044855 | Nov 12, 2025 | 347 | $145.9M |
| TABR Capital Management, LLC | 0001805603 | Oct 15, 2025 | 53 | $145.9M |
| William Marsh Rice University | 0001674705 | Oct 31, 2025 | 2 | $145.9M |
| Aspetuck Financial Management LLC | 0002048608 | Nov 3, 2025 | 71 | $146.0M |
| GreatBanc Trust CO | 0001427099 | Nov 14, 2025 | 76 | $146.1M |
| Copley Financial Group, Inc. | 0002045258 | Nov 18, 2025 | 105 | $146.2M |
| Laurus Global Equity Management Inc. | 0001869316 | Nov 3, 2025 | 43 | $146.2M |
| Ahl Investment Management, Inc. | 0001908425 | Oct 2, 2025 | 68 | $146.3M |
| Cyr Financial Inc. | 0002010666 | Nov 5, 2025 | 63 | $146.3M |
| Alamea Verwaltungs GmbH | 0001727645 | Nov 13, 2025 | 99 | $146.4M |
| Milestones Private Investment Advisors LLC | 0001726041 | Oct 22, 2025 | 122 | $146.4M |
| WFA of San Diego, LLC | 0001821407 | Feb 17, 2026 | 416 | $146.4M |
| Heritage Wealth Management, Inc. | 0002012170 | Nov 5, 2025 | 90 | $146.5M |
| Laraway Financial Advisors Inc | 0001908275 | Nov 14, 2025 | 125 | $146.5M |
| Cravens & Co Advisors, LLC | 0001966116 | Oct 29, 2025 | 58 | $146.5M |
| Chartist Inc. | 0001129770 | Nov 20, 2025 | 21 | $146.5M |
| MidAtlantic Capital Management, Inc. | 0002042068 | Nov 6, 2025 | 79 | $146.5M |
| Baring Financial LLC | 0002052588 | Oct 6, 2025 | 66 | $146.7M |
| CogentBlue Wealth Advisors, LLC | 0002054047 | Oct 15, 2025 | 76 | $146.8M |
| Sagace Wealth Management LLC | 0002027449 | Oct 15, 2025 | 64 | $146.8M |
| A. D. Beadell Investment Counsel, Inc. | 0001569102 | Oct 10, 2025 | 91 | $146.9M |
| Parsonex Advisory Services, Inc. | 0002107398 | Feb 12, 2026 | 100 | $146.9M |
| Accordant Advisory Group Inc | 0002013499 | Oct 22, 2025 | 161 | $147.0M |
| Accelerate Investment Advisors LLC | 0002035216 | Oct 14, 2025 | 121 | $147.0M |
| Chico Wealth RIA | 0001926037 | Oct 21, 2025 | 33 | $147.1M |
| Zeit Capital LLC | 0001808163 | Nov 4, 2025 | 27 | $147.1M |
| Settian Capital LP | 0001911113 | Nov 7, 2025 | 23 | $147.1M |
| Antonelli Financial Advisors, LLC | 0002055364 | Oct 31, 2025 | 46 | $147.2M |
| Reyes Financial Architecture, Inc. | 0002047201 | Nov 12, 2025 | 300 | $147.3M |
| Pacific Asset Management, LLC | 0002054012 | Oct 16, 2025 | 65 | $147.3M |
| Occam Crest Management LP | 0002085909 | Nov 14, 2025 | 25 | $147.3M |
| PB Investment Partners, L.P. | 0001910391 | Nov 12, 2025 | 8 | $147.3M |
| 1620 Investment Advisors, Inc. | 0001907281 | Oct 7, 2025 | 649 | $147.3M |
| Soapstone Management L.P. | 0001726948 | Nov 14, 2025 | 13 | $147.3M |
| Certior Financial Group, LLC | 0002055620 | Oct 31, 2025 | 135 | $147.3M |
| Elkhorn Partners Limited Partnership | 0000928400 | Nov 13, 2025 | 37 | $147.3M |
| NDWM LLC | 0001818386 | Nov 13, 2025 | 34 | $147.4M |
| Helios Capital Management Pte. Ltd. | 0001727612 | Oct 27, 2025 | 36 | $147.5M |
| Somnio Financial Group, LLC | 0002034894 | Dec 1, 2025 | 13 | $147.5M |
| Allen Wealth Management, LLC | 0002012003 | Oct 22, 2025 | 57 | $147.5M |
| Steadtrust LLC | 0002097595 | Jan 21, 2026 | 118 | $147.7M |
| Silvia McColl Wealth Management, LLC | 0001991983 | Oct 8, 2025 | 117 | $147.7M |
| Affinity Investment Advisors, LLC | 0001520601 | Nov 10, 2025 | 140 | $147.7M |
| Three Cord True Wealth Management, LLC | 0002056001 | Nov 4, 2025 | 32 | $147.8M |
| IMG Wealth Management, Inc. | 0002032103 | Nov 5, 2025 | 552 | $147.8M |
| Empirical Capital Management, LLC | 0001642274 | Feb 9, 2026 | 12 | $147.9M |
| BRC Group Holdings, Inc. | 0001464790 | Feb 3, 2026 | 25 | $147.9M |
| Five Pine Wealth Management | 0002041807 | Oct 10, 2025 | 42 | $147.9M |
| Continental Advisors LLC | 0001277779 | Nov 3, 2025 | 35 | $148.0M |
| Oppenheimer & Close, LLC | 0001591377 | Nov 10, 2025 | 55 | $148.0M |
| Alphadyne Asset Management LP | 0001535943 | Nov 14, 2025 | 52 | $148.1M |
| Pinnacle Wealth Management, LLC | 0001911464 | Nov 12, 2025 | 37 | $148.2M |
| Delos Wealth Advisors, LLC | 0001878326 | Nov 14, 2025 | 281 | $148.2M |
| Arthedge Capital Management, LLC | 0001846503 | Nov 14, 2025 | 9 | $148.2M |
| Nalls Sherbakoff Group, LLC | 0001767500 | Mar 12, 2026 | 425 | $148.2M |
| Broadview Financial Management, LLC | 0001697024 | Nov 6, 2025 | 41 | $148.3M |
| Synergy Financial Group, LTD | 0001905669 | Nov 17, 2025 | 115 | $148.3M |
| Financial Harvest, LLC | 0002052933 | Oct 14, 2025 | 58 | $148.4M |
| TFJ Management, LLC | 0002056069 | Nov 13, 2025 | 10 | $148.4M |
| Mink Brook Asset Management LLC | 0002052205 | Nov 14, 2025 | 47 | $148.5M |
| TOWER TRUST & INVESTMENT Co | 0002067591 | Oct 14, 2025 | 190 | $148.5M |
| Nautilus Advisors LLC | 0002083253 | Nov 12, 2025 | 171 | $148.6M |
| Cannon Advisors, Inc. | 0001805370 | Oct 24, 2025 | 83 | $148.6M |
| JP Wealth Management, Inc. | 0001967622 | Oct 15, 2025 | 16 | $148.6M |
| Menard Financial Group LLC | 0001803156 | Nov 14, 2025 | 82 | $148.7M |
| Valley Brook Capital Group, Inc. | 0001851418 | Nov 4, 2025 | 124 | $148.8M |
| Gordian Advisors LLC | 0002011856 | Oct 31, 2025 | 49 | $148.8M |
| Financial Life Planners | 0002053368 | Nov 13, 2025 | 362 | $148.8M |
| Commons Capital, LLC | 0001912835 | Nov 12, 2025 | 107 | $149.1M |
| MontVue Capital Management, Inc. | 0002008758 | Oct 31, 2025 | 66 | $149.1M |
| Ategra Capital Management, LLC | 0001741369 | Nov 14, 2025 | 22 | $149.2M |
| Summer Road LLC | 0001604873 | Nov 7, 2025 | 18 | $149.2M |
| Dalton Investments, Inc. | 0001388838 | Nov 6, 2025 | 18 | $149.2M |
| Triton Financial Group Inc | 0001811805 | Nov 3, 2025 | 90 | $149.2M |
| Basso Capital Management, L.P. | 0001287978 | Nov 13, 2025 | 78 | $149.4M |
| Crew Capital Management, Ltd | 0001835669 | Oct 27, 2025 | 115 | $149.4M |