| Financial Connections Group, Inc. | 0001907157 | Oct 10, 2025 | 241 | $256.3M |
| Landmark Wealth Management, Inc. | 0001985016 | Oct 23, 2025 | 40 | $256.1M |
| Luken Investment Analytics, LLC | 0001730546 | Nov 14, 2025 | 145 | $255.9M |
| Bryant Woods Investment Advisors, LLC | 0001910641 | Oct 22, 2025 | 54 | $255.7M |
| Saxon Interests, Inc. | 0001905867 | Nov 3, 2025 | 209 | $255.6M |
| Bluestem Financial Advisors, LLC | 0001820680 | Oct 8, 2025 | 29 | $255.5M |
| Fluent Financial, LLC | 0001722283 | Oct 10, 2025 | 69 | $255.5M |
| Ted Buchan & Co | 0002033413 | Nov 12, 2025 | 83 | $255.3M |
| First Financial Corp. | 0000714562 | Oct 9, 2025 | 316 | $255.2M |
| Trium Capital LLP | 0001963860 | Oct 16, 2025 | 48 | $254.9M |
| Murphy Pohlad Asset Management LLC | 0001569148 | Nov 5, 2025 | 126 | $254.9M |
| Palisades Investment Partners, LLC | 0001427373 | Oct 30, 2025 | 49 | $254.7M |
| TCFG Wealth Management, LLC | 0001548059 | Nov 21, 2025 | 262 | $254.5M |
| Yorkville Advisors Global, LP | 0001838613 | Nov 18, 2025 | 30 | $254.5M |
| Unique Wealth Strategies, LLC | 0002009809 | Jul 14, 2026 | 200 | $254.4M |
| Centennial Bank | 0001994744 | Nov 7, 2025 | 339 | $254.4M |
| Peloton Wealth Strategists | 0001080132 | Nov 17, 2025 | 93 | $254.3M |
| Register Financial Advisors LLC | 0001962636 | Oct 30, 2025 | 338 | $254.2M |
| Owen LaRue, LLC | 0001965328 | Oct 31, 2025 | 117 | $254.2M |
| Texas Capital Bancshares Inc | 0001077428 | Nov 13, 2025 | 416 | $254.1M |
| Iridian Asset Management LLC | 0001033427 | Oct 24, 2025 | 43 | $254.1M |
| Intrepid Capital Management Inc. | 0001092838 | Nov 13, 2025 | 109 | $254.0M |
| Stone Run Capital, LLC | 0001512746 | Nov 14, 2025 | 71 | $253.9M |
| Firethorn Wealth Partners, LLC | 0001845743 | Oct 8, 2025 | 185 | $253.8M |
| Hutchens & Kramer Investment Management Group, LLC | 0001920117 | Nov 3, 2025 | 173 | $253.8M |
| Hall Capital Management Co. Inc. | 0001122490 | Nov 13, 2025 | 98 | $253.6M |
| Wealthstar Advisors, LLC | 0001602224 | Nov 12, 2025 | 138 | $253.5M |
| Eos Management, L.P. | 0001548882 | Nov 3, 2025 | 43 | $253.5M |
| Beta Wealth Group, Inc. | 0001594417 | Nov 7, 2025 | 116 | $253.4M |
| waypoint wealth counsel | 0001807909 | Oct 20, 2025 | 267 | $253.2M |
| GKV Capital Management Co., Inc. | 0002052321 | Oct 29, 2025 | 86 | $253.2M |
| Gallacher Capital Management LLC | 0001960749 | Nov 5, 2025 | 296 | $252.9M |
| Everpar Advisors LLC | 0002010410 | Oct 17, 2025 | 276 | $252.9M |
| Kirtland Hills Capital Management, LLC | 0002019084 | Nov 14, 2025 | 154 | $252.7M |
| Azarias Capital Management, L.P. | 0001625279 | Oct 15, 2025 | 24 | $252.5M |
| TAGStone Capital, Inc. | 0001903044 | Nov 5, 2025 | 117 | $252.4M |
| Crux Wealth Advisors | 0002054270 | Nov 13, 2025 | 167 | $252.3M |
| Arcadia Wealth Management, LLC | 0001964226 | Nov 12, 2025 | 61 | $252.1M |
| AAFMAA Wealth Management & Trust LLC | 0001846160 | Oct 30, 2025 | 82 | $252.1M |
| Wittenberg Investment Management, Inc. | 0001697790 | Nov 13, 2025 | 75 | $252.0M |
| Optimum Investment Advisors | 0001037763 | Oct 21, 2025 | 612 | $252.0M |
| Landmark Wealth Management, LLC | 0001728778 | Oct 23, 2025 | 85 | $251.8M |
| Decatur Capital Management, Inc. | 0001505961 | Nov 13, 2025 | 37 | $251.8M |
| Atlatl Advisers LLC | 0002023168 | Nov 4, 2025 | 164 | $251.7M |
| Vivid Wealth Management, LLC | 0002007281 | Oct 27, 2025 | 67 | $251.6M |
| Kennedy Investment Group, Inc. | 0001978005 | Oct 28, 2025 | 138 | $251.5M |
| Deepwater Asset Management, LLC | 0001964171 | Nov 12, 2025 | 31 | $251.3M |
| Sellwood Investment Partners LLC | 0001763958 | Oct 30, 2025 | 107 | $251.2M |
| Disciplined Investments, LLC | 0001812492 | Nov 3, 2025 | 128 | $251.2M |
| Powers Advisory Group, LLC | 0001927474 | Oct 22, 2025 | 121 | $251.1M |
| Summit Investment Advisory Services, LLC | 0001914395 | Nov 7, 2025 | 76 | $251.1M |
| Silver Lake Advisory, LLC | 0001596055 | Oct 15, 2025 | 104 | $251.1M |
| Dover Advisors, LLC | 0001964541 | Nov 10, 2025 | 165 | $250.9M |
| Spreng Capital Management, Inc. | 0001800913 | Oct 22, 2025 | 76 | $250.8M |
| Argentarii, LLC | 0002030055 | Oct 27, 2025 | 167 | $250.8M |
| Arrowroot Family Office, LLC | 0002017744 | Nov 12, 2025 | 142 | $250.6M |
| Elevation Capital Advisory, LLC | 0001871112 | Oct 30, 2025 | 59 | $250.4M |
| Hidden Lake Asset Management LP | 0001750312 | Nov 14, 2025 | 37 | $250.3M |
| Orin Green Financial, LLC | 0001844227 | Oct 28, 2025 | 88 | $250.2M |
| Adaptive Financial Consulting, LLC | 0001804717 | Oct 30, 2025 | 19 | $250.1M |
| Abound Financial, LLC | 0002024264 | Nov 4, 2025 | 70 | $249.9M |
| Shaker Investments LLC | 0001009005 | Oct 17, 2025 | 97 | $249.9M |
| Tableaux LLC | 0002060663 | Nov 10, 2025 | 114 | $249.8M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0002079571 | Nov 14, 2025 | 190 | $249.7M |
| TL Private Wealth | 0001802868 | Oct 14, 2025 | 43 | $249.3M |
| Iams Wealth Management, LLC | 0001998182 | Oct 15, 2025 | 184 | $249.3M |
| Great Hill Partners, L.P. | 0001231756 | Nov 14, 2025 | 1 | $249.1M |
| Marcho Partners LLP | 0001782974 | Nov 13, 2025 | 8 | $249.0M |
| Flagship Private Wealth, LLC | 0001842560 | Nov 3, 2025 | 110 | $248.9M |
| Two Point Capital Management, Inc. | 0001962382 | Oct 9, 2025 | 25 | $248.7M |
| Retirement Planning Co of New England, Inc. | 0001817693 | Nov 3, 2025 | 246 | $248.6M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0001672142 | Nov 13, 2025 | 138 | $248.5M |
| Security Benefit Life Insurance Co. | 0000869772 | Nov 12, 2025 | 19 | $248.5M |
| Applied Capital LLC | 0001862965 | Oct 21, 2025 | 48 | $248.2M |
| Garner Asset Management Corp | 0001714093 | Nov 10, 2025 | 155 | $248.2M |
| Cavalier Investments, LLC | 0001655543 | Nov 14, 2025 | 65 | $248.1M |
| Bigelow Investment Advisors, LLC | 0001729516 | Oct 22, 2025 | 149 | $248.1M |
| Kondo Wealth Advisors, Inc. | 0002070929 | Nov 5, 2025 | 68 | $247.9M |
| Miller Wealth Advisors, LLC | 0001908158 | Oct 23, 2025 | 109 | $247.8M |
| ACT Advisors, LLC. | 0001842554 | Oct 9, 2025 | 73 | $247.8M |
| First Sabrepoint Capital Management LP | 0001731530 | Nov 14, 2025 | 18 | $247.7M |
| Abel Hall, LLC | 0002013339 | Nov 17, 2025 | 324 | $247.6M |
| WJ Interests, LLC | 0001727642 | Oct 20, 2025 | 25 | $247.6M |
| Ghe, LLC | 0001910179 | Nov 13, 2025 | 34 | $247.6M |
| Seneca House Advisors | 0001731359 | Oct 10, 2025 | 90 | $247.5M |
| Jackson Square Partners, LLC | 0001605911 | Nov 5, 2025 | 47 | $247.3M |
| Quantum Financial Planning Services, Inc. | 0002050169 | Oct 14, 2025 | 49 | $247.3M |
| Collaborative Wealth Managment Inc. | 0001896419 | Nov 7, 2025 | 196 | $247.2M |
| 1492 Capital Management LLC | 0001584087 | Nov 13, 2025 | 113 | $247.2M |
| BCU Wealth Advisors, LLC | 0002003570 | Oct 16, 2025 | 61 | $247.2M |
| Tealwood Asset Management Inc. | 0001164062 | Oct 17, 2025 | 134 | $247.1M |
| Caden Capital Partners, LP | 0001893767 | Nov 14, 2025 | 11 | $246.8M |
| Avalon Advisory Group | 0001802119 | Nov 13, 2025 | 18 | $246.7M |
| Evergreen Private Wealth LLC | 0002010098 | Oct 24, 2025 | 240 | $246.7M |
| SWAN Capital LLC | 0001952722 | Nov 14, 2025 | 492 | $246.6M |
| Anb Bank | 0002067126 | Oct 23, 2025 | 123 | $246.6M |
| HFM Investment Advisors, LLC | 0002067972 | Nov 12, 2025 | 1,267 | $246.5M |
| AF Advisors, Inc. | 0001818044 | Nov 10, 2025 | 30 | $246.2M |
| Weitzel Financial Services, Inc. | 0001846789 | Oct 14, 2025 | 48 | $246.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 0001802994 | Oct 24, 2025 | 77 | $246.1M |