| Ergawealth Advisors, Inc. | 0001973209 | Jul 22, 2025 | 73 | $222.3M |
| Maltin Wealth Management, Inc. | 0001764260 | Aug 6, 2025 | 127 | $222.2M |
| Point Windward Advisors Inc. | 0001356202 | Jul 30, 2025 | 96 | $222.2M |
| Bandera Partners LLC | 0001399386 | Aug 12, 2025 | 14 | $221.9M |
| HMS Capital Management, LLC | 0001689470 | Jul 7, 2025 | 105 | $221.8M |
| Vestwell Advisors, LLC | 0002081474 | Sep 29, 2025 | 33 | $221.6M |
| Choice Wealth Advisors LLC | 0001842357 | Jul 8, 2025 | 30 | $221.3M |
| GE Investment Management Corp. | 0001125824 | Aug 14, 2025 | 4 | $221.3M |
| TenCore Partners, LP | 0001755784 | Aug 6, 2025 | 12 | $221.2M |
| Wishbone Management, LP | 0001777734 | Aug 14, 2025 | 4 | $221.0M |
| Sustainable Insight Capital Management, LLC | 0001580677 | Aug 6, 2025 | 61 | $220.9M |
| Bontempo Ohly Capital Mgmt LLC | 0001632118 | Aug 14, 2025 | 31 | $220.8M |
| TCFG Wealth Management, LLC | 0001548059 | Jul 23, 2025 | 259 | $220.8M |
| Knott David M Jr | 0001892770 | Aug 11, 2025 | 85 | $220.6M |
| Elios Financial Group Inc. | 0002035601 | Aug 13, 2025 | 120 | $220.5M |
| Greenfield Savings Bank | 0001940406 | Jul 7, 2025 | 145 | $220.4M |
| Ararat Capital Management LP | 0001768757 | Aug 14, 2025 | 18 | $220.3M |
| Gainplan LLC | 0001697857 | Jul 23, 2025 | 54 | $220.2M |
| Fortress Private Ledger, LLC | 0001718251 | Aug 14, 2025 | 185 | $220.2M |
| Quad-Cities Investment Group, LLC | 0001741426 | Jul 11, 2025 | 184 | $220.2M |
| Everpar Advisors LLC | 0002010410 | Jul 8, 2025 | 266 | $220.1M |
| Azarias Capital Management, L.P. | 0001625279 | Jul 21, 2025 | 24 | $220.0M |
| Walker Financial Services, Inc. | 0001965479 | Jul 11, 2025 | 37 | $220.0M |
| My Personal CFO, LLC | 0001916366 | Jul 22, 2025 | 92 | $220.0M |
| Hutner Capital Management Inc. | 0000944733 | Aug 13, 2025 | 44 | $219.8M |
| Tull Financial Group, Inc. | 0001769060 | Aug 20, 2025 | 35 | $219.8M |
| Kilter Group LLC | 0002058915 | Aug 13, 2025 | 1,169 | $219.8M |
| Motive Wealth Advisors | 0001877093 | Jul 16, 2025 | 87 | $219.6M |
| AAF Wealth Management, LLC | 0001726609 | Aug 5, 2025 | 47 | $219.5M |
| New England Professional Planning Group Inc. | 0001540867 | Jul 23, 2025 | 46 | $219.5M |
| Bull Oak Capital, LLC | 0001824263 | Aug 1, 2025 | 32 | $219.5M |
| rebel Financial LLC | 0002077940 | Jul 24, 2025 | 62 | $219.3M |
| Sander Capital Advisors Inc. | 0001173889 | Jul 30, 2025 | 13 | $219.3M |
| Employees' Retirement Fund of the City of Fort Worth | 0001986812 | Aug 12, 2025 | 13 | $218.9M |
| Shira Ridge Wealth Management | 0001961210 | Jul 10, 2025 | 83 | $218.9M |
| Muzinich & Co., Inc. | 0001618824 | Aug 4, 2025 | 38 | $218.9M |
| Bayshore Asset Management, LLC | 0001906790 | Jul 30, 2025 | 40 | $218.8M |
| Wetzel Investment Advisors, Inc. | 0002009211 | Jul 18, 2025 | 123 | $218.7M |
| Bay Rivers Group | 0001798924 | Jul 9, 2025 | 90 | $218.6M |
| Quartz Partners, LLC | 0001659978 | Aug 14, 2025 | 173 | $218.5M |
| New England Capital Financial Advisors LLC | 0001964652 | Aug 8, 2025 | 421 | $218.5M |
| Raelipskie Partnership | 0002023896 | Aug 6, 2025 | 117 | $218.5M |
| Guardian Point Capital, LP | 0001595932 | Aug 13, 2025 | 11 | $218.5M |
| Caldwell Sutter Capital, Inc. | 0000702007 | Jul 11, 2025 | 860 | $218.4M |
| Christensen, King & Associates Investment Services, Inc. | 0002032544 | Jul 15, 2025 | 101 | $218.2M |
| Mills Wealth Advisors LLC | 0002029294 | Jul 30, 2025 | 68 | $218.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0001920117 | Aug 5, 2025 | 159 | $218.1M |
| Argentarii, LLC | 0002030055 | Jul 14, 2025 | 154 | $218.0M |
| Foursixthree Capital LP | 0001897652 | Aug 14, 2025 | 15 | $217.9M |
| Burford Brothers, Inc. | 0002001434 | Jul 29, 2025 | 161 | $217.9M |
| Garrison Point Advisors, LLC | 0001767107 | Aug 6, 2025 | 165 | $217.8M |
| Iams Wealth Management, LLC | 0001998182 | Jul 14, 2025 | 168 | $217.8M |
| St. Johns Investment Management Company, LLC | 0001605522 | Jul 30, 2025 | 201 | $217.8M |
| Paces Ferry Wealth Advisors, LLC | 0001819919 | Aug 14, 2025 | 122 | $217.7M |
| Union Savings Bank | 0001985855 | Aug 8, 2025 | 282 | $217.7M |
| Ridgepath Capital Management LLC | 0001943071 | Oct 9, 2025 | 47 | $217.6M |
| Asset Planning Services Inc. /La/ | 0000811407 | Jul 22, 2025 | 34 | $217.5M |
| Lakeridge Wealth Management LLC | 0002012028 | Aug 7, 2025 | 149 | $217.5M |
| Indigo Partners LLC | 0001846122 | Aug 14, 2025 | 2 | $217.5M |
| WD Rutherford LLC | 0001841015 | Jul 17, 2025 | 96 | $217.4M |
| Element Wealth, LLC | 0001802743 | Jul 23, 2025 | 185 | $217.3M |
| 1492 Capital Management LLC | 0001584087 | Aug 13, 2025 | 113 | $217.1M |
| FreeGulliver LLC | 0002032561 | Aug 12, 2025 | 81 | $217.0M |
| Kirtland Hills Capital Management, LLC | 0002019084 | Aug 11, 2025 | 148 | $216.9M |
| Blackhawk Capital Partners, LLC | 0001582561 | Aug 7, 2025 | 128 | $216.8M |
| Abbot Financial Management, Inc. | 0001714341 | Aug 14, 2025 | 130 | $216.8M |
| IvyRock Asset Management (HK) Ltd | 0001809525 | Aug 12, 2025 | 13 | $216.7M |
| MBA Advisors LLC | 0001848704 | Jul 17, 2025 | 134 | $216.7M |
| Davidson Trust Co. | 0001133119 | Jul 28, 2025 | 160 | $216.7M |
| Ratan Capital Management LP | 0001566887 | Aug 14, 2025 | 30 | $216.5M |
| Scoggin Management LP | 0001086416 | Aug 14, 2025 | 43 | $216.4M |
| Masso Torrence Wealth Management Inc. | 0001903153 | Jul 14, 2025 | 100 | $216.4M |
| Garner Asset Management Corp | 0001714093 | Aug 13, 2025 | 148 | $216.3M |
| Abel Hall, LLC | 0002013339 | Jul 23, 2025 | 289 | $216.3M |
| ACT Advisors, LLC. | 0001842554 | Jul 15, 2025 | 62 | $216.2M |
| Clarus Wealth Advisors | 0001730149 | Jul 9, 2025 | 87 | $216.2M |
| Gallacher Capital Management LLC | 0001960749 | Jul 8, 2025 | 281 | $216.1M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0000867926 | Jul 22, 2025 | 169 | $216.1M |
| Asset Allocation & Management Company, LLC | 0001498383 | Jul 16, 2025 | 92 | $216.1M |
| Garnet Equity Capital Holdings, Inc. | 0001423876 | Aug 8, 2025 | 21 | $216.0M |
| PFC Capital Group, Inc. | 0002010374 | Aug 12, 2025 | 82 | $216.0M |
| Bond Capital Management, LP | 0001923934 | Aug 13, 2025 | 5 | $216.0M |
| BancFirst Trust & Investment Management | 0001914099 | Jul 1, 2025 | 40 | $215.9M |
| Bernard Wealth Management Corp. | 0002056313 | Jul 24, 2025 | 309 | $215.8M |
| Tejara Capital Ltd | 0001879713 | Aug 13, 2025 | 70 | $215.7M |
| Independent Family Office, LLC | 0001756485 | Aug 13, 2025 | 77 | $215.7M |
| Physician Wealth Solutions Inc. | 0002007116 | Jul 11, 2025 | 45 | $215.6M |
| Merck & Co., Inc. | 0000310158 | Aug 13, 2025 | 13 | $215.6M |
| Strategic Financial Partners, Ltd. | 0002027921 | Aug 6, 2025 | 76 | $215.4M |
| Financial Avengers, Inc. | 0001844393 | Aug 13, 2025 | 141 | $215.4M |
| Tumwater Wealth Management, LLC | 0002034579 | Aug 12, 2025 | 37 | $215.2M |
| Potrero Capital Research LLC | 0001536630 | Aug 14, 2025 | 24 | $215.1M |
| Nova R Wealth, Inc. | 0001729457 | Jul 17, 2025 | 82 | $215.1M |
| Anchor Capital Management Group Inc | 0000894119 | Jul 31, 2025 | 18 | $215.1M |
| Spectrum Wealth Advisory Group, LLC | 0001776821 | Aug 12, 2025 | 62 | $215.0M |
| Robbins Farley | 0001847820 | Jul 17, 2025 | 172 | $214.9M |
| Kinloch Capital, LLC | 0001818557 | Aug 14, 2025 | 75 | $214.8M |
| Monarch Alternative Capital LP | 0001281084 | Aug 14, 2025 | 3 | $214.8M |
| Cura Wealth Advisors, LLC | 0002056729 | Aug 14, 2025 | 106 | $214.8M |
| Porter White Investment Advisors, Inc. | 0001612457 | Jul 17, 2025 | 37 | $214.8M |