| CMH Wealth Management LLC | 0001657516 | Oct 21, 2025 | 55 | $469.2M |
| Ellsworth Advisors, LLC | 0001843553 | Oct 16, 2025 | 164 | $468.7M |
| Harvey Capital Management Inc. | 0001119032 | Oct 31, 2025 | 85 | $468.6M |
| First Reserve GP XIII Ltd | 0001706604 | Nov 14, 2025 | 2 | $468.2M |
| Orland Properties Ltd | 0001550093 | Nov 12, 2025 | 9 | $467.6M |
| SW Investment Management LLC | 0001824821 | Nov 12, 2025 | 8 | $466.8M |
| Adams Wealth Management | 0001803084 | Nov 14, 2025 | 182 | $466.6M |
| Valicenti Advisory Services Inc. | 0001080201 | Oct 17, 2025 | 77 | $466.2M |
| Maytus Capital Management, LLC | 0001708759 | Nov 14, 2025 | 65 | $466.2M |
| Avion Wealth | 0001792704 | Oct 24, 2025 | 1,524 | $466.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 0001132708 | Oct 22, 2025 | 142 | $466.1M |
| O'Dell Group, LLC | 0001742569 | Oct 27, 2025 | 42 | $466.1M |
| Burke & Herbert Bank & Trust Co. | 0001101250 | Nov 7, 2025 | 238 | $465.3M |
| Westchester Capital Management, Inc. | 0001390063 | Nov 7, 2025 | 43 | $465.2M |
| Solidarity Wealth, LLC | 0001906613 | Oct 24, 2025 | 81 | $464.8M |
| Raub Brock Capital Management LP | 0001554656 | Oct 16, 2025 | 39 | $464.7M |
| Beacon Bank & Trust | 0001831984 | Oct 24, 2025 | 163 | $464.5M |
| Richard P Slaughter Associates Inc | 0001811783 | Oct 9, 2025 | 108 | $464.2M |
| Peddock Capital Advisors, LLC | 0001597843 | Oct 17, 2025 | 160 | $463.9M |
| Newman Dignan & Sheerar, Inc. | 0001566493 | Oct 9, 2025 | 180 | $463.1M |
| one8zero8, LLC | 0002053138 | Nov 3, 2025 | 252 | $462.9M |
| Stonebrook Private Inc. | 0002008738 | Nov 10, 2025 | 208 | $462.9M |
| Oak Grove Capital LLC | 0001661762 | Nov 12, 2025 | 67 | $462.8M |
| Firestone Capital Management | 0001799964 | Nov 5, 2025 | 167 | $462.7M |
| Blueprint Financial Advisors LLC | 0002054129 | Nov 12, 2025 | 100 | $462.7M |
| Rosenberg Matthew Hamilton | 0001812103 | Nov 10, 2025 | 803 | $462.6M |
| Bender Robert & Associates | 0000894300 | Oct 22, 2025 | 46 | $462.6M |
| Hussman Strategic Advisors, Inc. | 0001179475 | Nov 3, 2025 | 270 | $461.8M |
| Mayport, LLC | 0001922875 | Nov 20, 2025 | 109 | $461.6M |
| ABLE Financial Group, LLC | 0001977500 | Oct 10, 2025 | 205 | $461.4M |
| Benedict Financial Advisors Inc. | 0000711089 | Nov 3, 2025 | 129 | $461.3M |
| Riggs Asset Managment Co. Inc. | 0001601348 | Nov 13, 2025 | 116 | $461.1M |
| Am Investment Strategies LLC | 0001818897 | Oct 30, 2025 | 110 | $460.6M |
| Towneley Capital Management, Inc / DE | 0002004980 | Oct 17, 2025 | 38 | $460.4M |
| REAP Financial Group, LLC | 0002048581 | Nov 6, 2025 | 515 | $460.3M |
| ParaFi Capital LP | 0001919332 | Nov 14, 2025 | 11 | $460.2M |
| Appian Way Asset Management LP | 0001795816 | Nov 14, 2025 | 28 | $460.0M |
| Vantage Wealth | 0001569174 | Oct 14, 2025 | 29 | $459.8M |
| Legacy Capital Wealth Partners, LLC | 0001766228 | Nov 13, 2025 | 378 | $459.8M |
| Alpine Global Management, LLC | 0001581655 | Nov 21, 2025 | 175 | $459.1M |
| Rothschild Wealth LLC | 0001811345 | Nov 14, 2025 | 237 | $459.0M |
| Scissortail Wealth Management, LLC | 0001906793 | Oct 29, 2025 | 116 | $458.7M |
| Whitaker-Myers Wealth Managers, LTD. | 0001973849 | Oct 16, 2025 | 116 | $458.6M |
| Weaver Capital Management LLC | 0001552247 | Oct 20, 2025 | 188 | $458.5M |
| Jackson Square Capital, LLC | 0001812178 | Oct 9, 2025 | 144 | $458.5M |
| Stuart Chaussee & Associates, Inc. | 0001653253 | Oct 22, 2025 | 180 | $458.4M |
| Keystone Wealth Services, LLC | 0001866189 | Oct 22, 2025 | 294 | $458.4M |
| Louisbourg Investments Inc. | 0002053050 | Oct 9, 2025 | 208 | $458.2M |
| Mfa Wealth Advisors, LLC | 0001688184 | Oct 20, 2025 | 90 | $457.9M |
| Boston Research & Management Inc. | 0001259261 | Sep 1, 2026 | 120 | $457.5M |
| Foyston, Gordon & Payne Inc | 0001322853 | Nov 12, 2025 | 55 | $457.5M |
| Blankinship & Foster, LLC | 0001708872 | Nov 3, 2025 | 77 | $457.4M |
| Icon Advisers Inc. | 0001058470 | Nov 17, 2025 | 177 | $457.3M |
| Crumly & Associates Inc. | 0001759578 | Nov 3, 2025 | 193 | $457.3M |
| Boussard & Gavaudan Investment Management LLP | 0001614986 | Nov 12, 2025 | 76 | $457.0M |
| RPg Family Wealth Advisory, LLC | 0001569884 | Nov 12, 2025 | 120 | $456.6M |
| Aisling Capital Management LP | 0001766721 | Nov 12, 2025 | 14 | $456.4M |
| Sands Capital Alternatives, LLC | 0001846444 | Nov 13, 2025 | 20 | $456.4M |
| Saturn V Capital Management LP | 0001964437 | Nov 14, 2025 | 17 | $456.0M |
| Cherry Tree Wealth Management, LLC | 0001985414 | Nov 24, 2025 | 590 | $455.5M |
| Symetra Investment Management Co | 0001811513 | Nov 12, 2025 | 6 | $455.1M |
| Riverpoint Wealth Management Holdings, LLC | 0001682733 | Nov 5, 2025 | 58 | $455.0M |
| Pacific Ridge Capital Partners, LLC | 0001591546 | Nov 12, 2025 | 135 | $455.0M |
| Aspire Private Capital, LLC | 0001767340 | Nov 19, 2025 | 174 | $455.0M |
| Kickstand Ventures, Llc. | 0002000355 | Nov 14, 2025 | 124 | $454.4M |
| Kiley Juergens Wealth Management, LLC | 0001723223 | Oct 22, 2025 | 77 | $454.2M |
| Precedent Wealth Partners, LLC | 0002008666 | Oct 14, 2025 | 168 | $454.1M |
| Clarity Wealth Advisors, LLC | 0001767384 | Oct 24, 2025 | 99 | $453.8M |
| Mascoma Wealth Management LLC | 0001695664 | Oct 28, 2025 | 457 | $453.7M |
| Noble Family Wealth, LLC | 0001976065 | Oct 21, 2025 | 83 | $453.5M |
| Madrona Financial Services, LLC | 0001578370 | Oct 22, 2025 | 121 | $453.3M |
| Financial & Tax Architects, LLC | 0001758543 | Nov 5, 2025 | 104 | $453.1M |
| Apis Capital Advisors, LLC | 0001386892 | Nov 14, 2025 | 49 | $452.7M |
| Castle Rock Wealth Management, LLC | 0001727605 | Oct 16, 2025 | 254 | $452.4M |
| Rubicon Global Capital Ltd | 0002055276 | Oct 16, 2025 | 10 | $452.4M |
| Technology Crossover Management VIII, Ltd. | 0001626282 | Nov 12, 2025 | 5 | $452.2M |
| Ashford Advisors, LLC | 0001861158 | Nov 3, 2025 | 20 | $452.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0001423045 | Jun 8, 2026 | 126 | $452.0M |
| Lantz Financial LLC | 0001766883 | Nov 6, 2025 | 241 | $451.9M |
| Verde Capital Management | 0001802891 | Nov 12, 2025 | 68 | $451.3M |
| Hunter Perkins Capital Management, LLC | 0001808919 | Oct 15, 2025 | 115 | $451.1M |
| Miramar Capital, LLC | 0001767812 | Nov 12, 2025 | 58 | $450.8M |
| JSF Financial, LLC | 0001802224 | Nov 3, 2025 | 128 | $450.8M |
| Strengthening Families & Communities, LLC | 0001921196 | Nov 4, 2025 | 720 | $450.4M |
| Brant Point Investment Management LLC | 0001279030 | Nov 13, 2025 | 100 | $450.4M |
| Aspen Wealth Management LLC | 0001895252 | Oct 2, 2025 | 107 | $450.4M |
| Sanchez Wealth Management Group | 0001697740 | Nov 6, 2025 | 48 | $450.3M |
| RS Crum Inc. | 0001401459 | Nov 12, 2025 | 99 | $449.9M |
| Alliance Wealth Management Group | 0001623707 | Oct 28, 2025 | 95 | $449.6M |
| AssuredPartners Investment Advisors, LLC | 0002055492 | Oct 6, 2025 | 268 | $449.2M |
| Centric Wealth Management | 0001752761 | Nov 4, 2025 | 189 | $449.2M |
| Alta Fox Capital Management, LLC | 0001858353 | Nov 14, 2025 | 19 | $448.5M |
| Compass Wealth Management LLC | 0001965653 | Nov 7, 2025 | 148 | $447.9M |
| West Family Investments, Inc. | 0001568303 | Nov 12, 2025 | 378 | $447.8M |
| Davidson Capital Management Inc. | 0001808748 | Nov 12, 2025 | 90 | $447.6M |
| Gavilan Investment Partners LLC | 0001963404 | Nov 13, 2025 | 13 | $447.6M |
| Pureheart Capital Pte Ltd. | 0002087977 | Nov 14, 2025 | 15 | $447.3M |
| Raab & Moskowitz Asset Management LLC | 0001616664 | Nov 18, 2025 | 188 | $447.3M |
| Dorsey Wright & Associates | 0001376772 | Nov 18, 2025 | 134 | $447.2M |
| Capital Impact Advisors, LLC | 0001602198 | Nov 14, 2025 | 30 | $447.1M |