| Wheelhouse Advisory Group LLC | 0001998946 | Jul 23, 2025 | 40 | $202.9M |
| Aspect Partners, LLC | 0001985284 | Aug 6, 2025 | 609 | $202.8M |
| Battery Global Advisors, LLC | 0001582272 | Aug 11, 2025 | 142 | $202.8M |
| Hoffman, Alan N Investment Management | 0001848530 | Aug 1, 2025 | 14 | $202.8M |
| Worth Asset Management, LLC | 0001927285 | Jul 10, 2025 | 147 | $202.8M |
| Carolina Wealth Advisors, LLC | 0001786411 | Jul 22, 2025 | 270 | $202.7M |
| KM Capital Management Ltd. | 0001963514 | Aug 8, 2025 | 56 | $202.6M |
| JBR Co Financial Management Inc | 0002017878 | Aug 13, 2025 | 114 | $202.6M |
| Pacific Wealth Management | 0001852338 | Jul 30, 2025 | 22 | $202.5M |
| Eads & Heald Wealth Management | 0001035912 | Jul 22, 2025 | 134 | $202.4M |
| Peoples Financial Services Corp. | 0001056943 | Jul 17, 2025 | 257 | $202.3M |
| AmeriServ Wealth Advisors | 0001102062 | Aug 13, 2025 | 58 | $202.3M |
| Tandem Wealth Advisors LLC | 0001842557 | Aug 14, 2025 | 49 | $202.2M |
| New Perspectives, Inc | 0001909565 | Jul 17, 2025 | 36 | $202.2M |
| Patron Partners, LLC | 0001841768 | Jul 16, 2025 | 174 | $202.0M |
| Schear Investment Advisers, LLC | 0001962838 | Aug 14, 2025 | 86 | $202.0M |
| Alpha Family Trust | 0001568991 | Aug 13, 2025 | 189 | $202.0M |
| Allie Family Office LLC | 0001908612 | Aug 13, 2025 | 95 | $201.8M |
| waypoint wealth counsel | 0001807909 | Jul 25, 2025 | 193 | $201.8M |
| Chelsea Counsel Co. | 0001276755 | Jul 18, 2025 | 201 | $201.7M |
| Alhambra Investment Management LLC | 0001802696 | Jul 15, 2025 | 180 | $201.7M |
| Alternative Investment Advisors, LLC. | 0002009486 | Sep 8, 2025 | 55 | $201.5M |
| 5th Street Advisors, LLC | 0001911026 | Jul 28, 2025 | 34 | $201.4M |
| LifePlan Investment Advisors, Inc. | 0002045484 | Aug 14, 2025 | 105 | $201.4M |
| Heritage Wealth Management, Inc./Texas | 0001966400 | Aug 1, 2025 | 35 | $201.3M |
| Lynwood Price Capital Management LP | 0002046605 | Aug 5, 2025 | 15 | $201.1M |
| Powers Capital, LLC | 0002056287 | Aug 11, 2025 | 2 | $201.1M |
| RCS Financial Planning, LLC | 0001963347 | Jul 28, 2025 | 83 | $201.1M |
| Ampersand Capital Group, L.P. | 0002059671 | Aug 14, 2025 | 7 | $201.0M |
| Marmo Financial Group, LLC | 0001964829 | Jul 16, 2025 | 29 | $200.8M |
| Riposte Capital LLC | 0001672355 | Aug 14, 2025 | 19 | $200.6M |
| D. Scott Neal, Inc. | 0001596920 | Jul 8, 2025 | 55 | $200.6M |
| Keener Financial Planning LLC | 0002004495 | Jul 25, 2025 | 219 | $200.6M |
| Kapstone Financial Advisors LLC | 0001966087 | Jul 11, 2025 | 120 | $200.5M |
| Bluesphere Advisors LLC | 0001844108 | Jul 17, 2025 | 90 | $200.5M |
| Bullseye Asset Management LLC | 0001513779 | Aug 12, 2025 | 65 | $200.5M |
| Donald L. Hagan, LLC | 0001638049 | Jul 18, 2025 | 88 | $200.3M |
| Shared Vision Wealth Group LLC | 0002008178 | Aug 7, 2025 | 83 | $200.2M |
| Jackson Hill Advisors, LLC | 0001911159 | Aug 7, 2025 | 12 | $200.2M |
| Oakcliff Capital Partners, LP | 0001657335 | Aug 14, 2025 | 8 | $200.1M |
| Byrne Financial Freedom, LLC | 0002063947 | Aug 14, 2025 | 100 | $200.0M |
| American Capital Advisory, LLC | 0002018007 | Aug 5, 2025 | 864 | $199.9M |
| Family CFO Inc | 0001911695 | Jul 21, 2025 | 90 | $199.7M |
| EntryPoint Capital, LLC | 0001992519 | Aug 11, 2025 | 590 | $199.5M |
| WestBridge Capital Management, LLC | 0001846644 | Jul 25, 2025 | 1 | $199.5M |
| Compass Financial Group, Inc. | 0001666910 | Aug 7, 2025 | 39 | $199.5M |
| Dudley Capital Management, LLC | 0001965760 | Jul 30, 2025 | 124 | $199.4M |
| Adalta Capital Management LLC | 0001698926 | Aug 12, 2025 | 97 | $199.3M |
| West Oak Capital, LLC | 0001387399 | Jul 15, 2025 | 307 | $199.0M |
| Urban Financial Advisory Corp | 0002005378 | Aug 15, 2025 | 48 | $199.0M |
| Absolute Capital Management, LLC | 0001817648 | Aug 12, 2025 | 123 | $199.0M |
| Finley Financial, LLC | 0002047823 | Jul 9, 2025 | 122 | $198.9M |
| Wealthcare Capital Partners, LLC | 0002053307 | Jul 22, 2025 | 143 | $198.9M |
| Latitude Advisors, LLC | 0001843715 | Jul 29, 2025 | 204 | $198.8M |
| Summit Place Financial Advisors, LLC | 0001801413 | Jul 24, 2025 | 91 | $198.7M |
| Boxer Capital Management, LLC | 0002018299 | Feb 17, 2026 | 20 | $198.7M |
| Horizon Bancorp Inc. | 0000706129 | Jul 24, 2025 | 216 | $198.6M |
| Sand Grove Capital Management LLP | 0001665077 | Aug 14, 2025 | 11 | $198.6M |
| University of Massachusetts Foundation, Inc. | 0001802874 | Aug 12, 2025 | 4 | $198.6M |
| Johnson & White Wealth Management, LLC | 0001954136 | Jul 17, 2025 | 102 | $198.5M |
| Maripau Wealth Management LLC | 0001890698 | Aug 12, 2025 | 160 | $198.5M |
| PFS Partners, LLC | 0002002654 | Jul 16, 2025 | 505 | $198.5M |
| Shelton Wealth Management, LLC | 0001903883 | Jul 11, 2025 | 116 | $198.5M |
| Unison Asset Management LLC | 0001840755 | Aug 12, 2025 | 28 | $198.4M |
| M1 Capital Management LLC | 0001976157 | Jul 24, 2025 | 94 | $198.4M |
| Index Venture Growth Associates III Ltd | 0001785453 | Aug 14, 2025 | 2 | $198.4M |
| Able Wealth Management LLC | 0002011908 | Aug 6, 2025 | 106 | $198.3M |
| Cambridge Financial Group, Inc. | 0001334199 | Aug 7, 2025 | 33 | $198.2M |
| American Trust Investment Advisors, LLC | 0001291424 | Aug 14, 2025 | 81 | $198.2M |
| Brentview Investment Management LLC | 0002052564 | Aug 13, 2025 | 67 | $198.1M |
| Jupiter Wealth Management LLC | 0001774207 | Aug 14, 2025 | 90 | $198.0M |
| Dixon Fnancial Services, Inc. | 0001909993 | Jul 28, 2025 | 40 | $198.0M |
| Hapanowicz & Associates Financial Services, Inc | 0001695959 | Aug 5, 2025 | 34 | $198.0M |
| Hiley Hunt Wealth Management | 0002048051 | Jul 9, 2025 | 43 | $197.9M |
| Millington Financial Advisors, LLC | 0001924615 | Aug 13, 2025 | 104 | $197.9M |
| Howard Wealth Management, LLC | 0001766286 | Aug 11, 2025 | 121 | $197.9M |
| Carl P. Sherr & Co., LLC | 0001818535 | Aug 8, 2025 | 118 | $197.8M |
| Heritage Family Offices, LLP | 0002019316 | Jul 9, 2025 | 181 | $197.8M |
| Woodward Diversified Capital, LLC | 0001846177 | Jul 18, 2025 | 172 | $197.7M |
| Copperleaf Capital, LLC | 0001802225 | Aug 11, 2025 | 113 | $197.6M |
| Tandem Capital Management Corp. | 0000873759 | Jul 24, 2025 | 112 | $197.6M |
| Darrow Company, Inc. | 0001908169 | Jul 30, 2025 | 52 | $197.5M |
| Immersion Corp. | 0001058811 | Aug 14, 2025 | 10 | $197.4M |
| Inherent Management Corp. | 0002026217 | Aug 11, 2025 | 10 | $197.4M |
| Sterneck Capital Management, LLC | 0001438574 | Jul 17, 2025 | 99 | $197.1M |
| Buttonwood Financial Group, LLC | 0001847661 | Jul 14, 2025 | 30 | $197.0M |
| Core Wealth Partners LLC | 0001965078 | Aug 11, 2025 | 172 | $197.0M |
| Pflug Koory, LLC | 0001740063 | Jul 21, 2025 | 410 | $197.0M |
| Kaizen Financial Strategies | 0001842013 | Aug 8, 2025 | 149 | $196.8M |
| Catawba River Capital | 0001843303 | Jul 29, 2025 | 18 | $196.7M |
| Penney Financial, LLC | 0002049857 | Jul 23, 2025 | 42 | $196.7M |
| Galilei Investment Office LLP | 0002043729 | Jul 28, 2025 | 27 | $196.7M |
| Friday Financial | 0002048792 | Jul 14, 2025 | 86 | $196.6M |
| Troluce Capital Advisors LLC | 0001910321 | Aug 14, 2025 | 18 | $196.4M |
| 5T Wealth, LLC | 0002039313 | Aug 5, 2025 | 101 | $196.4M |
| Ironclad Investments LLC | 0001824600 | Aug 18, 2025 | 3 | $196.3M |
| Forte Asset Management LLC | 0001927129 | Jul 31, 2025 | 66 | $196.3M |
| Epiq Partners, LLC | 0001799435 | Jul 9, 2025 | 72 | $196.2M |
| CHB Investment Group, LLC | 0001933274 | Jul 15, 2025 | 69 | $196.1M |
| Integrity Financial Corp | 0001917704 | Aug 5, 2025 | 293 | $196.1M |