| Upper Left Wealth Management, LLC | 0001911228 | Oct 22, 2025 | 64 | $159.3M |
| Truffle Hound Capital, LLC | 0001595862 | Nov 6, 2025 | 45 | $159.4M |
| Rainwater Charitable Foundation | 0001729139 | Nov 13, 2025 | 4 | $159.5M |
| Farrell Financial LLC | 0002031235 | Oct 21, 2025 | 70 | $159.5M |
| Fig Financial Advisory Services Inc. | 0000753967 | Aug 10, 2026 | 59 | $159.6M |
| Atala Financial Inc | 0002053756 | Nov 4, 2025 | 128 | $159.7M |
| Tiptree Advisors, LLC | 0001455452 | Nov 14, 2025 | 22 | $159.9M |
| Madrid Financial Services | 0002135336 | Aug 18, 2026 | 24 | $159.9M |
| Privium Fund Management (UK) Ltd | 0001845773 | Oct 31, 2025 | 11 | $159.9M |
| Oceanside Advisors LLC | 0002012184 | Nov 7, 2025 | 48 | $160.0M |
| NewGen Asset Management Ltd | 0001845012 | Dec 17, 2025 | 23 | $160.0M |
| Schwallier Wealth Management LLC | 0001934951 | Nov 17, 2025 | 49 | $160.2M |
| South Plains Financial, Inc. | 0001163668 | Nov 13, 2025 | 225 | $160.2M |
| M3 Advisory Group, LLC | 0002014826 | Nov 10, 2025 | 153 | $160.3M |
| FSA Investment Group, LLC | 0002051584 | Oct 30, 2025 | 40 | $160.4M |
| Accuvest Global Advisors | 0001497637 | Nov 12, 2025 | 78 | $160.4M |
| Capasso Planning Partners LLC | 0001911938 | Nov 12, 2025 | 69 | $160.5M |
| LeClair Wealth Partners LLC | 0002056667 | Nov 12, 2025 | 105 | $160.5M |
| Three Magnolias Financial Advisors, LLC | 0002056795 | Oct 21, 2025 | 107 | $160.7M |
| Ellerson Group Inc. | 0000935570 | Nov 10, 2025 | 60 | $160.7M |
| Manuka Financial, LLC | 0002049064 | Nov 10, 2025 | 58 | $160.8M |
| Herbst Group, LLC | 0001909319 | Nov 14, 2025 | 51 | $160.9M |
| Del-Sette Capital Management, LLC | 0001610580 | Nov 18, 2025 | 54 | $160.9M |
| Sunbeam Capital Management, LLC | 0002057278 | Oct 28, 2025 | 103 | $160.9M |
| Peak XV Partners Operations LLC | 0001886840 | Nov 25, 2025 | 1 | $161.0M |
| Pinney & Scofield, Inc. | 0002056763 | Nov 13, 2025 | 217 | $161.1M |
| White Wing Wealth Management | 0002001473 | Oct 31, 2025 | 34 | $161.1M |
| Impala Asset Management LLC | 0001317679 | Nov 12, 2025 | 20 | $161.1M |
| FFG Retirement Advisors LLC | 0001966438 | Oct 17, 2025 | 45 | $161.2M |
| FIDELIS iM, LLC | 0001894206 | Oct 31, 2025 | 18 | $161.2M |
| Opus Investment Management Inc. | 0001097833 | Nov 10, 2025 | 29 | $161.2M |
| Richardson Financial Services Inc. | 0002012303 | Oct 28, 2025 | 513 | $161.3M |
| Lam Group, Inc. | 0001961944 | Oct 23, 2025 | 72 | $161.3M |
| Aflac Inc | 0000004977 | Nov 5, 2025 | 3 | $161.4M |
| Wilkins Miller Wealth Management, LLC | 0002057318 | Nov 10, 2025 | 92 | $161.5M |
| Gould Capital, LLC | 0001908965 | Nov 17, 2025 | 213 | $161.5M |
| Magnolia Wealth Management, LLC | 0001908732 | Nov 21, 2025 | 14 | $161.6M |
| Explore Capital Management, LLC | 0002026286 | Feb 11, 2026 | 15 | $161.7M |
| Papamarkou Wellner Asset Management inc. | 0002063952 | Nov 17, 2025 | 81 | $161.7M |
| Grand Alliance Asset Management Ltd | 0001986124 | Nov 14, 2025 | 8 | $161.7M |
| Soviero Asset Management, LP | 0001755622 | Nov 14, 2025 | 54 | $161.8M |
| Axecap Investments, LLC | 0002030036 | Oct 29, 2025 | 83 | $161.9M |
| Capital & Planning, LLC | 0002053750 | Nov 4, 2025 | 39 | $161.9M |
| Gagnon Advisors, LLC | 0001599466 | Nov 3, 2025 | 24 | $162.0M |
| Immersion Corp. | 0001058811 | Nov 14, 2025 | 7 | $162.0M |
| Kure Advisory, LLC | 0001986795 | Oct 8, 2025 | 46 | $162.0M |
| Thompson Davis & Co., Inc. | 0001017284 | Nov 5, 2025 | 148 | $162.0M |
| Sectoral Asset Management Inc. | 0001274413 | Nov 14, 2025 | 82 | $162.0M |
| Traction Financial Partners, LLC | 0002007748 | Nov 12, 2025 | 62 | $162.0M |
| Grant Private Wealth Management Inc | 0002056418 | Oct 7, 2025 | 141 | $162.1M |
| Teton Advisors, LLC | 0002086025 | Nov 12, 2025 | 162 | $162.1M |
| Salus Financial Advisors, LLC | 0002056601 | Nov 7, 2025 | 32 | $162.1M |
| Catalina Capital Group, LLC | 0002018090 | Oct 24, 2025 | 161 | $162.1M |
| Columbia River Financial Group, LLC | 0002057074 | Nov 14, 2025 | 53 | $162.2M |
| Byrne Asset Management LLC | 0001911322 | Oct 22, 2025 | 560 | $162.2M |
| Invera Wealth Advisors, LLC | 0001976780 | Oct 29, 2025 | 87 | $162.2M |
| Berbice Capital Management LLC | 0002051605 | Nov 12, 2025 | 194 | $162.3M |
| Boyum Wealth Architects LLC | 0002068635 | Oct 2, 2025 | 56 | $162.4M |
| Lee, Kelleher & Klein Wealth Management | 0002063827 | Oct 23, 2025 | 40 | $162.4M |
| Forthright Family Wealth Advisory LLC | 0002008648 | Nov 4, 2025 | 56 | $162.7M |
| Kerusso Capital Management LLC | 0002029597 | Oct 28, 2025 | 53 | $162.7M |
| Peoples Bank | 0000934866 | Oct 28, 2025 | 94 | $162.7M |
| Archer Investment Management, LLC | 0002052868 | Oct 9, 2025 | 59 | $162.8M |
| Taylor & Morgan Wealth Management, LLC | 0001844266 | Oct 15, 2025 | 74 | $162.8M |
| Frazier Financial Advisors, LLC | 0002002745 | Oct 31, 2025 | 640 | $162.9M |
| Klein Pavlis & Peasley Financial, Inc. | 0001907480 | Oct 28, 2025 | 90 | $162.9M |
| North Ground Capital | 0002055446 | Oct 29, 2025 | 51 | $163.0M |
| Pacific Wealth Strategies Group, Inc. | 0001766571 | Nov 5, 2025 | 64 | $163.0M |
| Royal Capital Wealth Management, LLC | 0001904323 | Nov 14, 2025 | 90 | $163.0M |
| Meixler Investment Management, Ltd. | 0001911615 | Nov 6, 2025 | 99 | $163.0M |
| Legend Financial Advisors, Inc. | 0001781948 | Nov 4, 2025 | 39 | $163.1M |
| Stanich Group LLC | 0002023324 | Oct 15, 2025 | 56 | $163.3M |
| McClarren Financial Advisors, Inc. | 0001842974 | Oct 15, 2025 | 75 | $163.5M |
| Uhlmann Price Securities, LLC | 0001035344 | Nov 7, 2025 | 192 | $163.5M |
| Kingdom Financial Group LLC. | 0001962236 | Oct 30, 2025 | 78 | $163.5M |
| Lakehouse Capital Pty Ltd | 0001844830 | Nov 19, 2025 | 13 | $163.6M |
| RiverGlades Family Offices LLC | 0001619779 | Nov 12, 2025 | 91 | $163.7M |
| Rareview Capital LLC | 0002044533 | Nov 14, 2025 | 51 | $163.8M |
| Pring Turner Capital Group Inc. | 0001568839 | Nov 7, 2025 | 69 | $163.8M |
| Solas Capital Management, LLC | 0001604867 | Nov 14, 2025 | 20 | $163.8M |
| Asset Management Advisors, LLC | 0001596355 | Oct 21, 2025 | 18 | $163.9M |
| W.H. Cornerstone Investments Inc. | 0001940823 | Nov 5, 2025 | 115 | $164.0M |
| Addis & Hill, Inc | 0002016470 | Oct 17, 2025 | 27 | $164.0M |
| Atmos Advisory, LLC | 0001905162 | Oct 7, 2025 | 20 | $164.1M |
| Clark Wealth Partners | 0002107657 | Feb 4, 2026 | 570 | $164.2M |
| Old North State Trust, LLC | 0001760444 | Nov 20, 2025 | 147 | $164.2M |
| E Fund Management (Hong Kong) Co., Ltd. | 0001777469 | Oct 23, 2025 | 358 | $164.3M |
| Bullseye Investment Management, LLC | 0001912451 | Feb 2, 2026 | 91 | $164.3M |
| General Equity Holdings LP | 0001700362 | Nov 14, 2025 | 12 | $164.4M |
| Marest Capital, LLC | 0002010315 | Nov 6, 2025 | 27 | $164.5M |
| Arcadia Wealth Management, Inc. | 0002059339 | Nov 4, 2025 | 59 | $164.6M |
| Fosse Capital Partners LLP | 0001789908 | Nov 13, 2025 | 2 | $164.7M |
| Jericho Financial, LLP | 0001841173 | Oct 29, 2025 | 41 | $164.8M |
| Silverberg Bernstein Capital Management LLC | 0002007880 | Oct 7, 2025 | 67 | $164.8M |
| Praetorian PR LLC | 0001949877 | Nov 14, 2025 | 12 | $165.0M |
| Cascade Investment Advisors, Inc. | 0001681490 | Oct 9, 2025 | 115 | $165.1M |
| OmniStar Financial Group, Inc. | 0001698777 | Nov 17, 2025 | 113 | $165.1M |
| J Hagan Capital, Inc. | 0002059107 | Nov 13, 2025 | 81 | $165.1M |
| Granite Group Advisors, LLC | 0002018114 | Oct 23, 2025 | 79 | $165.1M |
| Financial Alternatives, Inc | 0001967227 | Nov 5, 2025 | 86 | $165.1M |