| Fogel Capital Management, Inc. | 0002011427 | Oct 21, 2025 | 55 | $216.1M |
| Finley Financial, LLC | 0002047823 | Oct 23, 2025 | 122 | $216.2M |
| D. Scott Neal, Inc. | 0001596920 | Oct 28, 2025 | 58 | $216.2M |
| Twin Lakes Capital Management, LLC | 0001847794 | Oct 21, 2025 | 222 | $216.2M |
| KM Capital Management Ltd. | 0001963514 | Nov 14, 2025 | 52 | $216.3M |
| C V Starr & Co. Inc. | 0001340459 | Nov 12, 2025 | 5 | $216.6M |
| Hapanowicz & Associates Financial Services, Inc | 0001695959 | Nov 12, 2025 | 34 | $216.6M |
| IMS Capital Management | 0001343916 | Nov 17, 2025 | 147 | $216.8M |
| WealthCollab, LLC | 0002017870 | Nov 13, 2025 | 972 | $216.9M |
| Powers Capital, LLC | 0002056287 | Nov 13, 2025 | 2 | $216.9M |
| Family CFO Inc | 0001911695 | Oct 28, 2025 | 34 | $217.2M |
| New Vernon Capital Holdings II LLC | 0001512538 | Nov 14, 2025 | 81 | $217.3M |
| Bellevue Asset Management, LLC | 0001801619 | Nov 4, 2025 | 487 | $217.3M |
| INCA Investments LLC | 0001513137 | Nov 4, 2025 | 9 | $217.3M |
| Howard Wealth Management, LLC | 0001766286 | Nov 3, 2025 | 131 | $217.5M |
| Cobalt Capital Management, Inc. | 0001086762 | Nov 13, 2025 | 22 | $217.6M |
| Wealthcare Capital Partners, LLC | 0002053307 | Nov 7, 2025 | 148 | $217.6M |
| Birmingham Capital Management Co. Inc. | 0000918504 | Nov 5, 2025 | 91 | $217.7M |
| New England Research & Management, Inc. | 0001596077 | Oct 6, 2025 | 146 | $217.7M |
| Core Wealth Partners LLC | 0001965078 | Nov 4, 2025 | 178 | $217.7M |
| Tribridge Partners Financial LLC | 0002083677 | Oct 22, 2025 | 71 | $217.7M |
| Forge First Asset Management Inc. | 0001963062 | Nov 12, 2025 | 38 | $217.9M |
| Burrus Financial Services, Inc. | 0001573947 | Oct 28, 2025 | 10 | $218.0M |
| Citadel Investment Advisory, Inc. | 0001811907 | Oct 21, 2025 | 82 | $218.0M |
| Yarger Wealth Strategies, LLC | 0001908607 | Nov 3, 2025 | 121 | $218.0M |
| Infusive Asset Management Inc. | 0001749333 | Nov 14, 2025 | 32 | $218.1M |
| Bluesphere Advisors LLC | 0001844108 | Nov 3, 2025 | 95 | $218.1M |
| Ironwood Wealth Management, Inc. | 0001844821 | Oct 14, 2025 | 22 | $218.2M |
| New England Professional Planning Group Inc. | 0001540867 | Oct 14, 2025 | 46 | $218.2M |
| Elite Financial, Inc. | 0002059349 | Nov 14, 2025 | 53 | $218.3M |
| Johnson & White Wealth Management, LLC | 0001954136 | Oct 15, 2025 | 112 | $218.3M |
| Strategic Financial Partners, Ltd. | 0002027921 | Nov 6, 2025 | 80 | $218.4M |
| Resolute Wealth Strategies, LLC | 0001973981 | Nov 12, 2025 | 105 | $218.5M |
| Solstein Capital, LLC | 0001730769 | Nov 12, 2025 | 448 | $218.6M |
| Cobblestone Asset Management LLC | 0001994512 | Oct 20, 2025 | 74 | $218.7M |
| New Millennium Group LLC | 0001909654 | Nov 10, 2025 | 501 | $218.7M |
| Baypointe Partners LLC | 0002044734 | Nov 13, 2025 | 24 | $218.8M |
| Findell Capital Management LLC | 0001814465 | Nov 14, 2025 | 14 | $219.0M |
| Latitude Advisors, LLC | 0001843715 | Oct 31, 2025 | 216 | $219.1M |
| Ballast Asset Management, LP | 0001998389 | Nov 4, 2025 | 54 | $219.1M |
| Cairn Investment Group, Inc. | 0001800358 | Oct 28, 2025 | 70 | $219.4M |
| Brentview Investment Management LLC | 0002052564 | Nov 13, 2025 | 65 | $219.5M |
| Dixon Fnancial Services, Inc. | 0001909993 | Oct 8, 2025 | 48 | $219.6M |
| Mendon Capital Advisors Corp. | 0001177043 | Nov 14, 2025 | 54 | $219.7M |
| Myecfo, LLC | 0001986457 | Oct 10, 2025 | 61 | $219.8M |
| Green Court Capital Management Ltd | 0001710785 | Nov 6, 2025 | 4 | $219.9M |
| Beaton Management Co. Inc. | 0001714678 | Nov 12, 2025 | 142 | $219.9M |
| Westfuller Advisors, LLC | 0002024115 | Oct 30, 2025 | 760 | $219.9M |
| Alternative Investment Advisors, LLC. | 0002009486 | Dec 17, 2025 | 56 | $220.0M |
| Dogwood Wealth Management LLC | 0002056922 | Nov 12, 2025 | 750 | $220.0M |
| Harold Davidson & Associates Inc. | 0001430022 | Nov 7, 2025 | 65 | $220.1M |
| VPR Management LLC | 0001894203 | Nov 14, 2025 | 60 | $220.1M |
| Spider Management Company, LLC | 0001791621 | Nov 10, 2025 | 2 | $220.1M |
| Logan Stone Capital, LLC | 0001535521 | Nov 14, 2025 | 66 | $220.2M |
| Banyan Capital Management, Inc. | 0000846600 | Nov 3, 2025 | 56 | $220.2M |
| Aspect Partners, LLC | 0001985284 | Nov 6, 2025 | 705 | $220.2M |
| Adalta Capital Management LLC | 0001698926 | Nov 17, 2025 | 102 | $220.3M |
| Endowment Wealth Management, Inc. | 0001904477 | Nov 6, 2025 | 156 | $220.3M |
| Vawter Financial, Ltd. | 0001974403 | Aug 4, 2026 | 118 | $220.4M |
| Catawba River Capital | 0001843303 | Nov 10, 2025 | 20 | $220.5M |
| NINE MASTS CAPITAL Ltd | 0001569356 | Nov 13, 2025 | 38 | $220.7M |
| Patron Partners, LLC | 0001841768 | Oct 31, 2025 | 174 | $220.7M |
| Lunate Capital Ltd | 0002056786 | Nov 20, 2025 | 6 | $220.7M |
| Melone Private Wealth, LLC | 0001905765 | Oct 17, 2025 | 56 | $220.7M |
| AAF Wealth Management, LLC | 0001726609 | Nov 12, 2025 | 43 | $220.8M |
| State Insurance Fund | 0001970005 | Oct 15, 2025 | 1 | $220.9M |
| Legacy Wealth Managment, LLC | 0002045082 | Nov 12, 2025 | 774 | $221.0M |
| Silver Oak Advisory Group, Inc. | 0001906937 | Nov 7, 2025 | 77 | $221.0M |
| Boit C F David | 0001308331 | Oct 28, 2025 | 117 | $221.0M |
| Moneywise, Inc. | 0001703080 | Oct 24, 2025 | 72 | $221.1M |
| Global Trust Asset Management, LLC | 0001729672 | Oct 28, 2025 | 501 | $221.1M |
| Ridgecrest Wealth Partners, LLC | 0001860719 | Oct 14, 2025 | 118 | $221.2M |
| Kaizen Financial Strategies | 0001842013 | Nov 12, 2025 | 151 | $221.2M |
| Optimist Retirement Group LLC | 0002011850 | Nov 17, 2025 | 118 | $221.3M |
| Advantage Trust Co | 0002009346 | Nov 3, 2025 | 191 | $221.3M |
| Peoples Financial Services Corp. | 0001056943 | Oct 28, 2025 | 261 | $221.4M |
| Sightline Wealth Advisors, LLC | 0001841979 | Nov 3, 2025 | 93 | $221.5M |
| Prodigy Asset Management LLC | 0001956244 | Oct 23, 2025 | 24 | $221.5M |
| Cordant, Inc. | 0001830942 | Oct 16, 2025 | 66 | $221.6M |
| Mount Lucas Management LP | 0001185072 | Nov 10, 2025 | 159 | $221.6M |
| Dudley Capital Management, LLC | 0001965760 | Oct 29, 2025 | 130 | $221.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 0001710666 | Nov 5, 2025 | 15 | $221.8M |
| Ampersand Capital Group, L.P. | 0002059671 | Nov 14, 2025 | 7 | $222.0M |
| Ransom Advisory, Ltd | 0002065136 | Oct 7, 2025 | 301 | $222.0M |
| Arbor Trust Wealth Advisors, LLC | 0001797135 | Nov 10, 2025 | 81 | $222.1M |
| YANKCOM Partnership | 0002036975 | Oct 20, 2025 | 283 | $222.1M |
| Legal Advantage Investments, Inc. | 0001841769 | Oct 20, 2025 | 89 | $222.1M |
| Matisse Capital | 0001668256 | Oct 29, 2025 | 164 | $222.2M |
| Sage Capital Management, LLC | 0002030667 | Oct 28, 2025 | 157 | $222.2M |
| Investment Research Partners LLC | 0002069274 | Dec 1, 2025 | 224 | $222.3M |
| Omega Fund Management, LLC | 0001637359 | Nov 14, 2025 | 12 | $222.4M |
| Evolution Advisers, Inc. | 0001906967 | Jan 23, 2026 | 161 | $222.4M |
| Hillcrest Wealth Advisors - NY, LLC | 0001767121 | Oct 20, 2025 | 53 | $222.4M |
| Siligmueller & Norvid Wealth Advisors LLC | 0002052591 | Nov 10, 2025 | 156 | $222.4M |
| Mitchell Sinkler & Starr | 0001048921 | Nov 4, 2025 | 142 | $222.4M |
| Worth Asset Management, LLC | 0001927285 | Oct 17, 2025 | 172 | $222.4M |
| Lodestone Wealth Management LLC | 0001950158 | Oct 24, 2025 | 173 | $222.5M |
| Compass Financial Group, Inc. | 0001666910 | Nov 5, 2025 | 46 | $222.9M |
| One Wealth Capital Management, LLC | 0002050308 | Nov 12, 2025 | 122 | $222.9M |
| FreeGulliver LLC | 0002032561 | Nov 13, 2025 | 98 | $223.0M |