| MN Wealth Advisors, LLC | 0001992972 | Jul 31, 2025 | 110 | $171.9M |
| Quarry Hill Advisors, LLC | 0001965346 | Jul 23, 2025 | 48 | $171.8M |
| Canaan Partners XI LLC | 0001850694 | Jul 17, 2025 | 4 | $171.8M |
| William Allan Corp | 0001910961 | Aug 1, 2025 | 48 | $171.6M |
| Treasure Coast Financial Planning | 0001911307 | Aug 14, 2025 | 42 | $171.6M |
| Black Diamond Capital Management, L.L.C. | 0001282197 | Aug 14, 2025 | 13 | $171.6M |
| Santa Monica Partners LP | 0000904793 | Aug 13, 2025 | 13 | $171.5M |
| Clarity Capital Advisors, LLC | 0002011219 | Aug 14, 2025 | 87 | $171.4M |
| Vernal Point Advisors, LLC | 0001820363 | Aug 14, 2025 | 19 | $171.4M |
| Nierenberg Investment Management Company, LLC | 0001282683 | Aug 11, 2025 | 39 | $171.4M |
| Salvus Wealth Management, LLC | 0001809236 | Jul 14, 2025 | 126 | $171.3M |
| Asahi Life Asset Management Co., LTD. | 0001564835 | Aug 6, 2025 | 155 | $171.2M |
| Walnut Private Equity Partners, LLC | 0001599275 | Jul 7, 2025 | 13 | $171.2M |
| Beaconlight Capital, LLC | 0001569537 | Aug 14, 2025 | 29 | $170.9M |
| Balance Wealth Partners LLC | 0002065247 | Aug 13, 2025 | 101 | $170.8M |
| David J Yvars Group | 0001836266 | Jul 9, 2025 | 82 | $170.7M |
| General Partner, Inc. | 0001800508 | Jul 7, 2025 | 173 | $170.7M |
| Washburn Capital Management, Inc. | 0001793923 | Aug 5, 2025 | 52 | $170.6M |
| Ausbil Investment Management Ltd | 0001966036 | Jul 17, 2025 | 71 | $170.6M |
| Sterling Investment Counsel, LLC | 0001925853 | Jul 21, 2025 | 140 | $170.5M |
| Baron Financial Group, LLC | 0001832093 | Jul 9, 2025 | 49 | $170.4M |
| BCK Partners, Inc. | 0001845867 | Jul 30, 2025 | 26 | $170.4M |
| Tribridge Partners Financial LLC | 0002083677 | Aug 27, 2025 | 60 | $170.4M |
| Disciplined Equity Management, Inc. | 0001909380 | Jul 28, 2025 | 64 | $170.3M |
| Charter Capital Management, LLC\DE | 0002076040 | Jul 15, 2025 | 62 | $170.3M |
| Hardin Capital Partners, LLC | 0002033094 | Jul 9, 2025 | 114 | $170.3M |
| Innova Wealth Partners | 0001888831 | Jul 28, 2025 | 105 | $170.1M |
| Matrix Private Capital Group LLC | 0001906866 | Aug 14, 2025 | 131 | $170.1M |
| Northern Capital Management, Inc. | 0001581794 | Jul 29, 2025 | 44 | $170.0M |
| Aegis Financial Corp. | 0001140753 | Aug 11, 2025 | 25 | $169.9M |
| SeaTown Holdings Pte. Ltd. | 0001512367 | Jul 23, 2025 | 18 | $169.9M |
| Crawford Fund Management, LLC | 0001816427 | Aug 14, 2025 | 25 | $169.8M |
| Corient IA LP | 0002058426 | Aug 14, 2025 | 308 | $169.8M |
| First International Bank of Israel Ltd. | 0002081196 | Aug 14, 2025 | 56 | $169.8M |
| William B. Walkup & Associates, Inc. | 0002034054 | Aug 12, 2025 | 162 | $169.7M |
| Prepared Retirement Institute LLC | 0002056037 | Jul 17, 2025 | 86 | $169.7M |
| Redpoint Management, LLC | 0001689508 | Aug 14, 2025 | 5 | $169.7M |
| Flower City Capital | 0001808394 | Jul 16, 2025 | 39 | $169.6M |
| Bridger Management, LLC | 0001166309 | Aug 11, 2025 | 25 | $169.6M |
| Wynnefield Capital Inc. | 0001251567 | Jul 15, 2025 | 16 | $169.5M |
| Covestor Ltd | 0001909846 | Aug 11, 2025 | 2,788 | $169.5M |
| KMT Wealth Management, LLC | 0002058235 | Aug 14, 2025 | 16 | $169.4M |
| Barnes Wealth Management Group, Inc | 0002066194 | Aug 27, 2025 | 167 | $169.3M |
| Rainwater Charitable Foundation | 0001729139 | Jul 28, 2025 | 4 | $169.3M |
| Tower Wealth Partners, Inc. | 0001852808 | Jul 28, 2025 | 86 | $169.2M |
| Viawealth, LLC | 0001965401 | Aug 12, 2025 | 149 | $169.2M |
| Concorde Financial Corp | 0001911822 | Aug 14, 2025 | 55 | $169.1M |
| Watchtower Advisors, LP | 0001807092 | Aug 13, 2025 | 18 | $168.9M |
| Guardian Wealth Advisors, LLC | 0001858828 | Jul 31, 2025 | 74 | $168.9M |
| LFA - Lugano Financial Advisors SA | 0001737871 | Aug 7, 2025 | 245 | $168.8M |
| Warburton Capital Management, LLC | 0002054795 | Jul 31, 2025 | 60 | $168.7M |
| Peterson Wealth Management | 0001785144 | Oct 15, 2025 | 40 | $168.7M |
| LRT Capital Management, LLC | 0001798923 | Aug 14, 2025 | 76 | $168.7M |
| Plustick Management LLC | 0001643351 | Aug 14, 2025 | 19 | $168.6M |
| Little Harbor Advisors, LLC | 0001539639 | Aug 14, 2025 | 7 | $168.5M |
| Ballew Advisors, Inc | 0001729096 | Jul 8, 2025 | 112 | $168.5M |
| Menard Financial Group LLC | 0001803156 | Aug 13, 2025 | 93 | $168.4M |
| Wildcat Capital Management, LLC | 0001582384 | Jul 18, 2025 | 6 | $168.3M |
| Prentiss Smith & Co. Inc. | 0001134687 | Jul 22, 2025 | 66 | $168.1M |
| Nutshell Asset Management Ltd | 0002021442 | Aug 12, 2025 | 24 | $168.0M |
| Wormser Freres Gestion | 0002051288 | Jul 23, 2025 | 48 | $168.0M |
| Lantern Wealth Advisors, LLC | 0001950218 | Aug 15, 2025 | 148 | $168.0M |
| KilterHowling LLC | 0001759354 | Aug 13, 2025 | 46 | $167.9M |
| Secured Retirement Advisors, LLC | 0002012356 | Jul 23, 2025 | 115 | $167.8M |
| Gate City Capital Management, LLC | 0001705447 | Aug 14, 2025 | 16 | $167.8M |
| Hager Investment Management Services, LLC | 0002026645 | Jul 23, 2025 | 287 | $167.6M |
| Clarity Asset Management, Inc. | 0001756759 | Aug 14, 2025 | 250 | $167.6M |
| Cetera Trust Company, N.A | 0002005547 | Aug 6, 2025 | 359 | $167.5M |
| Anabranch Capital Management, LP | 0001822480 | Aug 14, 2025 | 6 | $167.5M |
| Aua Capital Management, LLC | 0001706915 | Jul 10, 2025 | 76 | $167.4M |
| Cape Ann Savings Bank | 0000936938 | Jul 21, 2025 | 89 | $167.4M |
| Hiddenite Capital Partners LP | 0001823823 | Aug 5, 2025 | 18 | $167.4M |
| Symphony Financial Services, Inc. | 0002031979 | Aug 8, 2025 | 92 | $167.4M |
| Pettee Investors, Inc. | 0001596901 | Aug 1, 2025 | 109 | $167.2M |
| Bey-Douglas LLC | 0002011271 | Jul 24, 2025 | 46 | $167.2M |
| Wafra Inc. | 0000920440 | Aug 12, 2025 | 2 | $167.1M |
| AlpenGlobal Capital LLC | 0002062492 | Aug 15, 2025 | 32 | $167.1M |
| Kestrel Investment Management Corp. | 0000917579 | Jul 31, 2025 | 41 | $167.0M |
| Strategic Planning, Inc. | 0001925220 | Oct 20, 2025 | 51 | $167.0M |
| Herbst Group, LLC | 0001909319 | Jul 15, 2025 | 56 | $166.9M |
| Founders Capital Management | 0001704300 | Jul 18, 2025 | 383 | $166.8M |
| Aegis Wealth Management LLC | 0001628818 | Aug 7, 2025 | 114 | $166.8M |
| Camelot Portfolios, LLC | 0001569766 | Jul 17, 2025 | 201 | $166.7M |
| Marathon Trading Investment Management LLC | 0001572748 | Aug 7, 2025 | 128 | $166.7M |
| Vision One Management Partners, LP | 0001979969 | Aug 14, 2025 | 9 | $166.7M |
| Legion Partners Asset Management, LLC | 0001560207 | Aug 14, 2025 | 7 | $166.4M |
| Seven Mile Advisory | 0001987932 | Aug 14, 2025 | 180 | $166.3M |
| Holos Integrated Wealth LLC | 0002080096 | Aug 13, 2025 | 308 | $166.3M |
| Cassia Capital Partners, LLC | 0001844897 | Jul 15, 2025 | 56 | $166.3M |
| Strive Asset Management, LLC | 0001954109 | Aug 14, 2025 | 84 | $166.2M |
| Sutton Place Investors LLC | 0001930301 | Jul 22, 2025 | 118 | $166.2M |
| Granite Group Advisors, LLC | 0002018114 | Jul 28, 2025 | 77 | $166.1M |
| Kintra Wealth, LLC | 0001904432 | Aug 14, 2025 | 117 | $166.1M |
| Prospect Capital Advisors, LLC | 0001632368 | Aug 14, 2025 | 26 | $166.0M |
| Pullen Investment Management, LLC | 0002011668 | Jul 31, 2025 | 100 | $166.0M |
| Synergy Investment Management, LLC | 0002053786 | Aug 11, 2025 | 80 | $165.9M |
| Aspen Wealth Strategies, LLC | 0001972517 | Aug 7, 2025 | 82 | $165.9M |
| V2 Financial group LLC | 0002022843 | Aug 18, 2025 | 85 | $165.9M |
| Darden Wealth Group Inc | 0002011221 | Jul 31, 2025 | 132 | $165.8M |
| Destiny Capital Corp | 0001965275 | Aug 6, 2025 | 47 | $165.8M |