| Henrickson Nauta Wealth Advisors, Inc. | 0001903859 | Oct 17, 2025 | 94 | $316.1M |
| Quantessence Capital LLC | 0002009590 | Nov 14, 2025 | 173 | $316.0M |
| Quattro Financial Advisors LLC | 0001705929 | Oct 21, 2025 | 82 | $315.9M |
| Cove Private Wealth, LLC | 0002015131 | Nov 6, 2025 | 157 | $315.7M |
| Armor Investment Advisors, LLC | 0001694079 | Oct 21, 2025 | 149 | $315.6M |
| Sterling Financial Group, Inc. | 0001991301 | Nov 17, 2025 | 73 | $315.5M |
| Meredith Wealth Planning | 0001956471 | Oct 21, 2025 | 63 | $315.5M |
| Whelan Financial | 0001894921 | Oct 29, 2025 | 97 | $315.5M |
| Altrafin AG | 0002110313 | Feb 17, 2026 | 48 | $315.4M |
| Nepsis Inc. | 0001587643 | Oct 24, 2025 | 30 | $315.3M |
| Palo Duro Investment Partners, LP | 0001977128 | Nov 14, 2025 | 21 | $315.3M |
| Westerly Capital Management, LLC | 0001546172 | Nov 14, 2025 | 39 | $315.2M |
| ARK & TLK Investments, LLC | 0002013188 | Oct 31, 2025 | 114 | $315.2M |
| Concord Investment Counsel Inc. | 0002022154 | Nov 14, 2025 | 39 | $315.0M |
| Wealth Management Partners, LLC | 0001843294 | Oct 21, 2025 | 138 | $314.7M |
| Darwin Wealth Management, LLC | 0001663224 | Oct 16, 2025 | 607 | $314.7M |
| MTM Investment Management, LLC | 0001831416 | Nov 3, 2025 | 726 | $314.7M |
| Orion Investment Co | 0002033920 | Nov 13, 2025 | 70 | $314.7M |
| Heights Capital Management, Inc. | 0001081698 | Nov 18, 2025 | 180 | $314.6M |
| Mirabaud & Cie SA | 0001869685 | Oct 16, 2025 | 56 | $314.6M |
| Liberty Mutual Group Asset Management Inc. | 0001533497 | Nov 13, 2025 | 13 | $314.5M |
| Aurdan Capital Management, LLC | 0002057382 | Nov 5, 2025 | 90 | $314.4M |
| BDT Capital Partners, LLC | 0001510974 | Nov 14, 2025 | 2 | $314.2M |
| Lanham O'Dell & Company, Inc. | 0001926344 | Oct 30, 2025 | 45 | $314.0M |
| Boxer Capital Management, LLC | 0002018299 | Feb 17, 2026 | 34 | $313.7M |
| Jeppson Wealth Management, LLC | 0001831263 | Oct 15, 2025 | 225 | $313.5M |
| Purus Wealth Management, LLC | 0001844250 | Oct 24, 2025 | 144 | $313.3M |
| Sage Financial Management Group, Inc. | 0001762086 | Oct 23, 2025 | 56 | $313.2M |
| Palumbo Wealth Management LLC | 0001846310 | Nov 10, 2025 | 179 | $313.1M |
| Creative Capital Management Investments LLC | 0001957363 | Oct 23, 2025 | 264 | $312.9M |
| Norman Fields, Gottscho Capital Management, LLC | 0001352449 | Oct 9, 2025 | 64 | $312.9M |
| Sandy Cove Advisors, LLC | 0001908217 | Oct 22, 2025 | 139 | $312.8M |
| Cutler Capital Management, LLC | 0001353098 | Nov 14, 2025 | 122 | $312.8M |
| Lynch Asset Management, Inc. | 0001906719 | Oct 27, 2025 | 56 | $312.6M |
| J Digital 6 LLC | 0002090663 | Nov 13, 2025 | 2 | $312.4M |
| Sterling Investment Counsel, LLC | 0001925853 | Oct 21, 2025 | 130 | $311.9M |
| Solus Alternative Asset Management LP | 0001407737 | Nov 14, 2025 | 9 | $311.9M |
| American Assets Inc. | 0000885118 | Nov 5, 2025 | 28 | $311.8M |
| Pine Harbor Wealth Management, LLC | 0002016051 | Nov 13, 2025 | 108 | $311.7M |
| Pegasus Asset Management, Inc. | 0001729049 | Aug 6, 2026 | 69 | $311.6M |
| Penobscot Wealth Management | 0001875768 | Nov 19, 2025 | 103 | $311.6M |
| OCO Capital Partners, L.P. | 0001764525 | Nov 14, 2025 | 3 | $311.5M |
| Pecaut & Co. | 0001597200 | Nov 3, 2025 | 79 | $311.3M |
| Financial Life Advisors | 0001730813 | Nov 3, 2025 | 47 | $311.3M |
| Independent Wealth Network Inc. | 0001891240 | Oct 15, 2025 | 282 | $311.1M |
| Snow Phipps Group, LLC | 0001698661 | Oct 15, 2025 | 2 | $311.0M |
| Wealth Effects LLC | 0001907254 | Oct 28, 2025 | 217 | $311.0M |
| Berkeley, Inc | 0002051965 | Oct 30, 2025 | 75 | $310.9M |
| 360 Financial, Inc. | 0001802324 | Nov 12, 2025 | 85 | $310.9M |
| Veracity Capital LLC | 0001811005 | Oct 8, 2025 | 239 | $310.9M |
| Hoxton Planning & Management, LLC | 0001954782 | Oct 27, 2025 | 217 | $310.8M |
| Cambridge Financial Group, LLC | 0002085256 | Oct 6, 2025 | 165 | $310.7M |
| Selective Wealth Management, Inc. | 0001755670 | Oct 10, 2025 | 107 | $310.7M |
| GoodHaven Capital Management, LLC | 0001542300 | Nov 7, 2025 | 26 | $310.6M |
| Core Wealth Management, Inc. | 0001965150 | Oct 23, 2025 | 34 | $310.6M |
| Payne Capital Management, LLC | 0001994332 | Dec 1, 2025 | 77 | $310.5M |
| SAM Advisors, LLC | 0001600944 | Oct 30, 2025 | 41 | $310.2M |
| Greenfield Seitz Capital Management, LLC | 0002097528 | Nov 24, 2025 | 108 | $310.2M |
| All Terrain Financial Advisors, LLC | 0001731358 | Nov 12, 2025 | 94 | $310.1M |
| Atlas Wealth LLC | 0001964106 | Nov 12, 2025 | 107 | $309.8M |
| Pioneer Wealth Management Group | 0001973339 | Oct 14, 2025 | 52 | $309.8M |
| Weybosset Research & Management LLC | 0001280604 | Oct 20, 2025 | 35 | $309.8M |
| Reston Wealth Management LLC | 0001767617 | Oct 21, 2025 | 53 | $309.7M |
| FNY Investment Advisers, LLC | 0001742998 | Dec 15, 2025 | 1,126 | $309.7M |
| Roberts Financial Services LLC | 0001767602 | Oct 28, 2025 | 30 | $309.6M |
| Towne Trust Company, N.A | 0001102256 | Oct 8, 2025 | 306 | $309.5M |
| Cabot-Wellington, LLC | 0001353198 | Oct 29, 2025 | 5 | $309.1M |
| Wealth Management Resources, Inc. | 0001063516 | Oct 16, 2025 | 32 | $309.0M |
| Ferguson Shapiro LLC | 0001767433 | Nov 10, 2025 | 74 | $308.9M |
| Groupe des Assurances du Credit Mutuel | 0002056266 | Nov 13, 2025 | 5 | $308.7M |
| Reliant Wealth Planning | 0001823393 | Nov 18, 2025 | 50 | $308.6M |
| Corigliano Investment Advisers, LLC | 0002031771 | Nov 14, 2025 | 43 | $308.5M |
| Oak Family Advisors, LLC | 0001846161 | Oct 23, 2025 | 101 | $308.4M |
| Union Heritage Capital, LLC | 0001862428 | Oct 30, 2025 | 63 | $308.3M |
| Precision Wealth Strategies, LLC | 0001844197 | Oct 16, 2025 | 163 | $308.3M |
| WealthCare Investment Partners, LLC | 0001908462 | Nov 7, 2025 | 171 | $308.2M |
| Verger Capital Management LLC | 0001627417 | Oct 22, 2025 | 14 | $308.1M |
| First United Bank & Trust | 0001214183 | Oct 27, 2025 | 419 | $308.1M |
| Omnia Family Wealth, LLC | 0001696136 | Nov 6, 2025 | 101 | $308.0M |
| Nia Impact Advisors, LLC | 0001815217 | Nov 13, 2025 | 101 | $307.7M |
| Quaker Wealth Management, LLC | 0001733472 | Nov 5, 2025 | 840 | $307.4M |
| Auour Investments LLC | 0001789310 | Oct 29, 2025 | 87 | $307.2M |
| Essex Woodlands Management, Inc. | 0001542339 | Nov 12, 2025 | 6 | $307.1M |
| Squire Investment Management Company, LLC | 0002031291 | Oct 20, 2025 | 68 | $307.0M |
| Luminvest Wealth Management LLC | 0002036517 | Nov 4, 2025 | 46 | $306.8M |
| Passive Capital Management, LLC. | 0001958250 | Nov 12, 2025 | 88 | $306.6M |
| Nicollet Investment Management, Inc. | 0001729048 | Nov 10, 2025 | 71 | $306.6M |
| BlackBarn Capital Partners LP | 0002010204 | Nov 14, 2025 | 15 | $306.4M |
| Lountzis Asset Management, LLC | 0001821168 | Oct 30, 2025 | 53 | $306.4M |
| Verity Asset Management, Inc. | 0001597298 | Nov 14, 2025 | 221 | $306.3M |
| Seneca Financial Advisors LLC | 0002082922 | Oct 23, 2025 | 63 | $306.3M |
| Starr Indemnity & Liability Co | 0001640521 | Nov 12, 2025 | 4 | $306.2M |
| Hall Laurie J Trustee | 0001388382 | Oct 14, 2025 | 113 | $306.1M |
| Briaud Financial Planning Inc | 0001800586 | Nov 25, 2025 | 36 | $306.0M |
| Transatlantique Private Wealth LLC | 0001935000 | Nov 10, 2025 | 212 | $305.7M |
| Index Venture Growth Associates IV Ltd | 0001865141 | Nov 14, 2025 | 2 | $305.7M |
| Silchester International Investors LLP | 0001506409 | Oct 23, 2025 | 3 | $305.6M |
| Bell & Brown Wealth Advisors, LLC | 0001725362 | Nov 7, 2025 | 72 | $305.4M |
| Timonier Family Office, LTD. | 0002038170 | Nov 5, 2025 | 58 | $305.2M |
| First American Financial Corp | 0001472787 | Nov 10, 2025 | 3 | $305.1M |