| Paradigm, Strategies in Wealth Management, LLC | 0001859579 | Jul 21, 2026 | 61 | $164.1M |
| Winebrenner Capital Management LLC | 0002047728 | Jul 15, 2026 | 153 | $164.2M |
| Hemming& Wealth Management, Inc. | 0001782624 | Aug 6, 2026 | 16 | $164.3M |
| JDH Wealth Management, LLC | 0002022512 | Jul 22, 2026 | 61 | $164.3M |
| Cannon Advisors, Inc. | 0001805370 | Jul 15, 2026 | 93 | $164.4M |
| McGinn Penninger Investment Management, Inc. | 0001845031 | Jul 28, 2026 | 38 | $164.5M |
| Forerunner Ventures Management, LLC | 0001909850 | Aug 14, 2026 | 1 | $164.5M |
| Atala Financial Inc | 0002053756 | Jul 23, 2026 | 121 | $164.5M |
| Vann Equity Management LLC | 0002018412 | Aug 5, 2026 | 168 | $164.7M |
| HC Advisors, LLC | 0001803295 | Aug 7, 2026 | 62 | $164.7M |
| Ares Systematic Credit Ltd | 0002135379 | Aug 14, 2026 | 242 | $164.7M |
| Charter Research & Investment Group, Inc. | 0001666624 | Aug 13, 2026 | 92 | $164.7M |
| Laraway Financial Advisors Inc | 0001908275 | Aug 3, 2026 | 140 | $164.7M |
| TOWER TRUST & INVESTMENT Co | 0002067591 | Jul 9, 2026 | 247 | $164.8M |
| Hickory Point Bank & Trust | 0002039144 | Jul 17, 2026 | 442 | $164.9M |
| Hahn Capital Management LLC | 0001171592 | Jul 30, 2026 | 31 | $164.9M |
| Foresight Global Investors, Inc. | 0001973323 | Aug 11, 2026 | 32 | $165.0M |
| Framtiden Holdings Management Co LLC | 0002112734 | Aug 14, 2026 | 6 | $165.0M |
| Multicoin Capital Management, LLC | 0002017172 | Aug 13, 2026 | 2 | $165.1M |
| Lansing Management LP | 0001691908 | Jul 31, 2026 | 13 | $165.2M |
| Copley Financial Group, Inc. | 0002045258 | Aug 11, 2026 | 118 | $165.4M |
| Lancaster Investment Management | 0001630064 | Jul 13, 2026 | 9 | $165.4M |
| GK Wealth Management LLC | 0002069222 | Jul 7, 2026 | 225 | $165.4M |
| KOM Wealth Management Group, LLC | 0001804116 | Jul 23, 2026 | 96 | $165.5M |
| Robert Bosch GmbH | 0001882360 | Jul 23, 2026 | 3 | $165.5M |
| TopTier Wealth Management, LLC | 0002109367 | Jul 14, 2026 | 133 | $165.5M |
| VERITY Wealth Advisors | 0001763138 | Jul 16, 2026 | 81 | $165.6M |
| Good Steward Wealth Advisors,LLC | 0002060772 | Aug 3, 2026 | 71 | $165.6M |
| S. R. Schill & Associates | 0001616004 | Jul 15, 2026 | 25 | $165.7M |
| Westco Advisory Services Inc. | 0000946310 | Jul 28, 2026 | 99 | $165.7M |
| Refined Wealth Management | 0001724729 | Jul 21, 2026 | 49 | $165.7M |
| Monolith Management Ltd | 0002008306 | Aug 10, 2026 | 17 | $165.9M |
| Zeit Capital LLC | 0001808163 | Aug 6, 2026 | 52 | $165.9M |
| Cottonwood Capital Advisors, LLC | 0001903321 | Jul 23, 2026 | 88 | $165.9M |
| Shum Financial Group, Inc. | 0002044675 | Jul 22, 2026 | 106 | $165.9M |
| Capstone Wealth Management Group, Inc. | 0002140601 | Jul 27, 2026 | 123 | $165.9M |
| Taconic Capital Advisors LP | 0001390113 | Aug 14, 2026 | 11 | $166.0M |
| Bitterroot Capital Advisors LLC | 0002110106 | Aug 14, 2026 | 53 | $166.0M |
| Mainstream Capital Management LLC | 0002043084 | Jul 15, 2026 | 90 | $166.1M |
| LFA - Lugano Financial Advisors SA | 0001737871 | Jul 28, 2026 | 274 | $166.2M |
| Silvia McColl Wealth Management, LLC | 0001991983 | Jul 13, 2026 | 122 | $166.2M |
| Custos Family Office, LLC | 0001904423 | Aug 19, 2026 | 67 | $166.4M |
| SeaTown Holdings Pte. Ltd. | 0001512367 | Jul 24, 2026 | 15 | $166.4M |
| Harber Asset Management LLC | 0001387921 | Aug 12, 2026 | 39 | $166.4M |
| Keystone Financial Services, LLC | 0002046033 | Jul 24, 2026 | 61 | $166.4M |
| Copia Wealth Management | 0002058771 | Aug 18, 2026 | 570 | $166.5M |
| Iat Reinsurance Co. LTD. | 0001633625 | Aug 13, 2026 | 77 | $166.5M |
| Wright Wealth LLC | 0002046147 | Jul 29, 2026 | 54 | $166.5M |
| Grand Alliance Asset Management Ltd | 0001986124 | Aug 14, 2026 | 15 | $166.5M |
| Orca Wealth Management, LLC | 0002043765 | Jul 22, 2026 | 83 | $166.6M |
| Evergreen Wealth Partners LLC | 0002101006 | Aug 11, 2026 | 89 | $166.7M |
| Ackerman Asset Management, LLC | 0002067071 | Aug 10, 2026 | 38 | $166.7M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0001015877 | Aug 12, 2026 | 84 | $166.8M |
| Galaxy Digital Capital Management GP LLC | 0002118292 | Aug 14, 2026 | 51 | $166.8M |
| Strong Retirement Solutions LLC | 0002111795 | Jul 20, 2026 | 82 | $166.8M |
| Robinson Smith Wealth Advisors LLC | 0002008554 | Jul 29, 2026 | 98 | $166.9M |
| U S Wealth Group, Llc. | 0001554427 | Sep 10, 2026 | 47 | $167.0M |
| Silver Oak Wealth Advisors Services, LLC | 0002060368 | Aug 5, 2026 | 40 | $167.0M |
| Amara Financial, Llc. | 0001934965 | Aug 7, 2026 | 48 | $167.1M |
| GEN Financial Management, INC. | 0002032497 | Jul 24, 2026 | 42 | $167.1M |
| Lummis Asset Management, LP | 0002011652 | Aug 3, 2026 | 221 | $167.2M |
| Thompson Davis & Co., Inc. | 0001017284 | Jul 29, 2026 | 168 | $167.2M |
| Genesis Wealth Advisors, LLC | 0001637241 | Aug 7, 2026 | 72 | $167.3M |
| Eddie Patel Inc | 0002078760 | Aug 11, 2026 | 127 | $167.3M |
| Fairscale Capital, LLC | 0002032350 | Aug 7, 2026 | 441 | $167.4M |
| MFA Wealth Services | 0001989379 | Jul 22, 2026 | 134 | $167.4M |
| Index Venture Growth Associates IV Ltd | 0001865141 | Aug 14, 2026 | 2 | $167.5M |
| General Equity Holdings LP | 0001700362 | Aug 14, 2026 | 13 | $167.5M |
| Investidor Profissional Gestao de Recursos Ltda. | 0001953154 | Aug 11, 2026 | 18 | $167.5M |
| Boxwood Ventures, Inc. | 0001885946 | Aug 12, 2026 | 37 | $167.5M |
| Evansbrook LLC | 0002069478 | Aug 4, 2026 | 127 | $167.7M |
| Pincus Capital Management, LP | 0002109652 | Jul 31, 2026 | 52 | $167.7M |
| Income Insurance Ltd | 0002022801 | Jul 24, 2026 | 184 | $167.8M |
| Sarver Vrooman Wealth Advisors | 0002076215 | Jul 2, 2026 | 145 | $167.8M |
| Runnymede Capital Advisors, Inc. | 0002054540 | Jul 21, 2026 | 77 | $167.9M |
| Karl Kapital LLC | 0002058849 | Aug 14, 2026 | 25 | $167.9M |
| Valpey Financial Services, LLC | 0002077991 | Aug 11, 2026 | 76 | $167.9M |
| Up Strategic Wealth Investment Advisors LLC | 0002011649 | Aug 7, 2026 | 104 | $167.9M |
| Sentry Investment Management LLC | 0000089014 | Aug 10, 2026 | 1 | $168.0M |
| CBM Financial, LLC | 0002055702 | Aug 10, 2026 | 16 | $168.1M |
| KG Capital Management | 0001771687 | Aug 7, 2026 | 142 | $168.1M |
| Eight 31 Financial, LLC | 0002011328 | Aug 13, 2026 | 66 | $168.2M |
| P Schoenfeld Asset Management LP | 0001040198 | Aug 13, 2026 | 25 | $168.3M |
| Sunrise Financial Services, LLC | 0002110891 | Aug 12, 2026 | 587 | $168.3M |
| Bravias Capital Group, LLC | 0002054328 | Jul 30, 2026 | 97 | $168.5M |
| Athena Investment Management | 0001921093 | Aug 6, 2026 | 132 | $168.7M |
| Granite Group Advisors, LLC | 0002018114 | Jul 23, 2026 | 84 | $168.7M |
| North Dallas Bank & Trust Co. | 0002035144 | Jul 13, 2026 | 113 | $168.7M |
| Sjbenen Advisory, LLC | 0001813225 | Aug 11, 2026 | 29 | $168.7M |
| Somnio Financial Group, LLC | 0002034894 | Jul 6, 2026 | 14 | $168.8M |
| Processus Wealth & Capital Management, LLC | 0002014209 | Jul 15, 2026 | 35 | $168.8M |
| Marshall & Sterling Wealth Advisors Inc. | 0002056315 | Jul 21, 2026 | 339 | $168.9M |
| Fairbanks Capital Management, Inc. | 0001681372 | Jul 28, 2026 | 48 | $168.9M |
| Daniel Investment Group, Inc. | 0002144243 | Aug 3, 2026 | 33 | $168.9M |
| Davis Capital Management | 0001811806 | Jul 16, 2026 | 1,270 | $168.9M |
| American Alpha Advisors, LLC | 0002041441 | Aug 14, 2026 | 91 | $169.0M |
| Foundation Wealth Management, LLC | 0001966351 | Jul 30, 2026 | 51 | $169.1M |
| J Digital 6 LLC | 0002090663 | Aug 13, 2026 | 3 | $169.1M |
| Nicholson Wealth Management Group, LLC | 0002035982 | Jul 29, 2026 | 109 | $169.1M |
| CFC Planning Co LLC | 0001854428 | Aug 5, 2026 | 70 | $169.2M |