| Silver Heights Capital Management Inc | 0001705712 | Nov 13, 2025 | 4 | $223.0M |
| Financial Symmetry Inc | 0002004843 | Dec 17, 2025 | 54 | $223.0M |
| Trail Ridge Investment Advisors, LLC | 0001911013 | Oct 20, 2025 | 108 | $223.0M |
| Financial Guidance Group, Inc. | 0001929349 | Nov 5, 2025 | 85 | $223.0M |
| Limestone Investment Advisors LP | 0002075597 | Nov 13, 2025 | 186 | $223.1M |
| Ariadne Wealth Management, LP | 0002034793 | Nov 20, 2025 | 245 | $223.1M |
| Edge Financial Advisors LLC | 0002011402 | Oct 31, 2025 | 136 | $223.2M |
| Penney Financial, LLC | 0002049857 | Oct 21, 2025 | 49 | $223.3M |
| New Perspectives, Inc | 0001909565 | Oct 22, 2025 | 40 | $223.4M |
| Transcendent Capital Group LLC | 0002013703 | Nov 4, 2025 | 117 | $223.5M |
| Windle Wealth, LLC | 0001963452 | Nov 6, 2025 | 33 | $223.5M |
| IVC Wealth Advisors LLC | 0001842811 | Oct 9, 2025 | 183 | $223.8M |
| Mid-American Wealth Advisory Group, Inc. | 0001911264 | Oct 20, 2025 | 49 | $223.9M |
| Traveka Wealth, LLC | 0002009176 | Oct 17, 2025 | 174 | $224.0M |
| Cresta Advisors, Ltd. | 0001947670 | Oct 22, 2025 | 48 | $224.1M |
| PFG Private Wealth Management, LLC | 0001799957 | Nov 6, 2025 | 117 | $224.2M |
| Integrity Wealth Solutions LLC | 0002006918 | Nov 6, 2025 | 117 | $224.2M |
| Glass Wealth Management Co LLC | 0002017692 | Oct 22, 2025 | 56 | $224.3M |
| Sassicaia Capital Advisers LLC | 0001692751 | Nov 14, 2025 | 37 | $224.4M |
| Insight 2811, Inc. | 0001334952 | Nov 6, 2025 | 95 | $224.4M |
| Client First Capital LLC | 0001822065 | Nov 5, 2025 | 22 | $224.5M |
| Pilgrim Partners Asia Pte Ltd | 0002012674 | Nov 3, 2025 | 155 | $224.5M |
| Schear Investment Advisers, LLC | 0001962838 | Oct 21, 2025 | 86 | $224.5M |
| Aurelius Family Office LLC | 0002053738 | Oct 20, 2025 | 49 | $224.8M |
| Fortress Wealth Management, Inc. | 0001908099 | Oct 16, 2025 | 75 | $224.8M |
| Morgan Dempsey Capital Management LLC | 0001050463 | Nov 14, 2025 | 131 | $224.9M |
| Values Added Financial LLC | 0001973921 | Oct 31, 2025 | 129 | $224.9M |
| Lakeridge Wealth Management LLC | 0002012028 | Oct 17, 2025 | 153 | $225.0M |
| Tumwater Wealth Management, LLC | 0002034579 | Nov 12, 2025 | 33 | $225.1M |
| Chelsea Counsel Co. | 0001276755 | Nov 25, 2025 | 242 | $225.2M |
| Financial Council, LLC | 0001883629 | Oct 15, 2025 | 95 | $225.3M |
| DSC Meridian Capital LP | 0001970572 | Nov 14, 2025 | 11 | $225.4M |
| HealthCor Partners Management LP | 0001519462 | Nov 21, 2025 | 1 | $225.4M |
| TenCore Partners, LP | 0001755784 | Nov 5, 2025 | 12 | $225.7M |
| Compass Wealth Management, LLC | 0002076480 | Nov 13, 2025 | 62 | $225.8M |
| RCS Financial Planning, LLC | 0001963347 | Nov 5, 2025 | 92 | $225.8M |
| Altus Wealth Management, LLC | 0001802107 | Oct 20, 2025 | 28 | $225.8M |
| Clarus Wealth Advisors | 0001730149 | Oct 6, 2025 | 86 | $226.0M |
| Onyx Financial Advisors, LLC | 0001957840 | Oct 21, 2025 | 19 | $226.0M |
| Compass Financial Services Inc | 0002039088 | Nov 4, 2025 | 323 | $226.0M |
| Atlas Merchant Capital LLC | 0001945789 | Nov 14, 2025 | 7 | $226.1M |
| Shore Point Advisors, LLC | 0001907092 | Oct 24, 2025 | 72 | $226.1M |
| Postrock Partners LLC | 0002053668 | Oct 28, 2025 | 83 | $226.1M |
| Ballentine Capital Advisors, Inc | 0002011580 | Oct 21, 2025 | 26 | $226.2M |
| Insight Wealth Partners, LLC | 0001627003 | Nov 12, 2025 | 114 | $226.3M |
| Haven Private, LLC | 0002053665 | Nov 6, 2025 | 153 | $226.4M |
| Dravo Bay LLC | 0001910389 | Nov 6, 2025 | 48 | $226.4M |
| Tull Financial Group, Inc. | 0001769060 | Dec 8, 2025 | 31 | $226.5M |
| S.A. Mason LLC | 0001800911 | Oct 14, 2025 | 256 | $226.6M |
| Forager Capital Management, LLC | 0001802986 | Nov 14, 2025 | 11 | $226.7M |
| Heritage Wealth Management, Inc./Texas | 0001966400 | Oct 31, 2025 | 39 | $226.8M |
| 626 Financial, LLC | 0001911035 | Nov 7, 2025 | 116 | $226.8M |
| Monolith Management Ltd | 0002008306 | Nov 13, 2025 | 17 | $226.8M |
| Crescent Park Management, L.P. | 0001629984 | Nov 12, 2025 | 24 | $226.9M |
| Creekside Partners | 0002035951 | Oct 27, 2025 | 172 | $227.0M |
| Second Half Financial Partners, LLC | 0001946654 | Nov 12, 2025 | 96 | $227.0M |
| Integrated Capital Management, LLC | 0002040070 | Nov 13, 2025 | 58 | $227.1M |
| HighMark Wealth Management LLC | 0001802451 | Oct 20, 2025 | 607 | $227.1M |
| Spinecap SAS | 0002011727 | Feb 19, 2026 | 13 | $227.2M |
| Viewpoint Capital Management LLC | 0001906223 | Oct 22, 2025 | 150 | $227.2M |
| Cascades Capital Asset Management, LLC | 0002035512 | Nov 14, 2025 | 154 | $227.2M |
| Summa Corp. | 0001954929 | Oct 27, 2025 | 76 | $227.4M |
| WJ Wealth Management, LLC | 0001801674 | Nov 25, 2025 | 69 | $227.5M |
| Blue Barn Wealth, LLC | 0001879206 | Nov 14, 2025 | 171 | $227.6M |
| Scholtz & Company, LLC | 0001606134 | Nov 12, 2025 | 51 | $227.6M |
| Balanced Wealth Group LLC | 0002009783 | Oct 28, 2025 | 69 | $227.7M |
| Catalyst Private Wealth, LLC | 0001831193 | Oct 7, 2025 | 80 | $227.8M |
| Skaana Management L.P. | 0001860998 | Nov 12, 2025 | 104 | $227.9M |
| Blue Sky Capital Consultants Group, Inc. | 0002057054 | Oct 22, 2025 | 61 | $227.9M |
| Garnet Equity Capital Holdings, Inc. | 0001423876 | Nov 14, 2025 | 22 | $228.0M |
| Red Tortoise LLC | 0001910488 | Oct 22, 2025 | 590 | $228.0M |
| Mainsail Asset Management, LLC | 0002016972 | Oct 28, 2025 | 91 | $228.0M |
| Merck & Co., Inc. | 0000310158 | Nov 12, 2025 | 13 | $228.0M |
| Bandera Partners LLC | 0001399386 | Nov 12, 2025 | 13 | $228.1M |
| StoneCrest Wealth Management, Inc. | 0002008409 | Oct 23, 2025 | 71 | $228.2M |
| Foronjy Financial LLC | 0002040600 | Oct 22, 2025 | 103 | $228.3M |
| Melia Wealth LLC | 0001964047 | Nov 12, 2025 | 23 | $228.4M |
| Kinloch Capital, LLC | 0001818557 | Nov 14, 2025 | 73 | $228.6M |
| Arcus Capital Partners, LLC | 0001651960 | Oct 30, 2025 | 118 | $228.6M |
| Family Office Research LLC | 0002041267 | Nov 4, 2025 | 72 | $228.6M |
| Physician Wealth Solutions Inc. | 0002007116 | Oct 14, 2025 | 46 | $229.1M |
| Compass Capital Corp. /Ma/ | 0000749763 | Nov 12, 2025 | 155 | $229.1M |
| Hoffman, Alan N Investment Management | 0001848530 | Oct 8, 2025 | 15 | $229.1M |
| Montz Harcus Wealth Management LLC | 0001918613 | Oct 20, 2025 | 86 | $229.1M |
| Element Wealth, LLC | 0001802743 | Oct 29, 2025 | 195 | $229.2M |
| Pinnacle Family Advisors, LLC | 0001679064 | Nov 14, 2025 | 124 | $229.2M |
| MRA Advisory Group | 0001841816 | Nov 7, 2025 | 140 | $229.3M |
| Ironwood Investment Management LLC | 0001127761 | Nov 13, 2025 | 171 | $229.3M |
| Blue Square Asset Management, LLC | 0001769578 | Oct 28, 2025 | 78 | $229.3M |
| 5T Wealth, LLC | 0002039313 | Oct 17, 2025 | 114 | $229.4M |
| rebel Financial LLC | 0002077940 | Oct 24, 2025 | 62 | $229.4M |
| Aviso Wealth Management | 0002011802 | Nov 14, 2025 | 140 | $229.4M |
| Chicago Wealth Management, Inc. | 0001592178 | Nov 13, 2025 | 50 | $229.5M |
| Centerline Wealth Advisors, LLC | 0001802059 | Oct 15, 2025 | 46 | $229.7M |
| Franchise Capital Ltd | 0001859388 | Oct 28, 2025 | 30 | $229.8M |
| Western Financial Corp | 0001954480 | Oct 21, 2025 | 120 | $229.8M |
| Roehl & Yi Investment Advisors, LLC | 0002097566 | May 29, 2026 | 168 | $229.9M |
| Eastover Investment Advisors LLC | 0001472800 | Oct 7, 2025 | 47 | $230.0M |
| Harbour Investment Management LLC | 0001275880 | Dec 15, 2025 | 106 | $230.0M |
| Genesee Capital Advisors, LLC | 0001652348 | Nov 3, 2025 | 123 | $230.2M |