| Upper Left Wealth Management, LLC | 0001911228 | Oct 22, 2025 | 64 | $159.3M |
| Erickson Financial Group, LLC | 0001797734 | Oct 28, 2025 | 26 | $159.2M |
| Pillar Financial Advisors, LLC | 0002054958 | Nov 12, 2025 | 117 | $159.2M |
| Aberdeen Wealth Management LLC | 0001802654 | Nov 14, 2025 | 165 | $159.2M |
| Gerber, LLC | 0002014164 | Oct 28, 2025 | 84 | $159.2M |
| Newport Capital Group, LLC | 0001869032 | Nov 21, 2025 | 69 | $159.1M |
| Widmann Financial Services, Inc. | 0001906640 | Nov 14, 2025 | 113 | $159.0M |
| Brewster Financial Planning LLC | 0001898145 | Oct 8, 2025 | 27 | $159.0M |
| Pennant Select, LLC | 0002011563 | Nov 14, 2025 | 12 | $159.0M |
| Tabor Asset Management, LP | 0001834780 | Nov 13, 2025 | 38 | $159.0M |
| International Private Wealth Advisors LLC | 0002022637 | Nov 6, 2025 | 168 | $158.9M |
| Milestone Asset Management Group, LLC | 0002063452 | Oct 22, 2025 | 114 | $158.9M |
| Vision One Management Partners, LP | 0001979969 | Nov 17, 2025 | 11 | $158.9M |
| Ti-Trust, Inc. | 0001802284 | Oct 22, 2025 | 130 | $158.9M |
| Future Financial Wealth Managment LLC | 0001801892 | Oct 15, 2025 | 460 | $158.9M |
| United Financial Planning Group LLC | 0002088337 | Nov 13, 2025 | 215 | $158.9M |
| Anabranch Capital Management, LP | 0001822480 | Nov 14, 2025 | 6 | $158.9M |
| Braun-Bostich & Associates Inc. | 0001740842 | Nov 3, 2025 | 123 | $158.7M |
| Sterling Manor Financial, LLC | 0001842015 | Oct 8, 2025 | 35 | $158.6M |
| Terra Nova Asset Management LLC | 0001658652 | Nov 14, 2025 | 94 | $158.6M |
| ZynergyRetirementPlanningLLC | 0002031137 | Oct 8, 2025 | 28 | $158.6M |
| Teca Partners, LP | 0001910154 | Nov 13, 2025 | 11 | $158.5M |
| Providence Wealth Advisors, LLC | 0001744955 | Nov 5, 2025 | 84 | $158.5M |
| Richmond Brothers, Inc. | 0001540462 | Nov 10, 2025 | 34 | $158.4M |
| Paragon Financial Partners, Inc. | 0001910845 | Nov 12, 2025 | 72 | $158.4M |
| VERITY Wealth Advisors | 0001763138 | Oct 17, 2025 | 78 | $158.3M |
| Nipun Capital, L.P. | 0001781566 | Oct 8, 2025 | 7 | $158.3M |
| Graphene Investments SAS | 0001965776 | Oct 7, 2025 | 44 | $158.1M |
| OPTIMAS CAPITAL Ltd | 0001750585 | Nov 6, 2025 | 29 | $158.1M |
| Lakeside Advisors, INC. | 0001913467 | Oct 27, 2025 | 63 | $158.1M |
| Dynamo Internacional Gestao DE Recursos Ltda. | 0001546790 | Nov 14, 2025 | 5 | $158.1M |
| Boyar Asset Management Inc. | 0001218254 | Nov 18, 2025 | 77 | $158.0M |
| Dominguez Wealth Management Solutions, Inc. | 0001881335 | Oct 3, 2025 | 64 | $158.0M |
| IDG China Venture Capital Fund V Associates L.P. | 0001709671 | Nov 5, 2025 | 1 | $158.0M |
| Redwood Financial Network Corp | 0001927724 | Nov 12, 2025 | 177 | $158.0M |
| Hengistbury Investment Partners LLP | 0001574717 | Nov 12, 2025 | 3 | $157.9M |
| Members Wealth LLC | 0002059574 | Nov 13, 2025 | 104 | $157.9M |
| Bain Capital Public Equity, LP | 0001962552 | Nov 14, 2025 | 22 | $157.8M |
| Panoramic Capital, LLC | 0001950490 | Nov 14, 2025 | 42 | $157.8M |
| Stonekeep Investments, LLC | 0002032486 | Oct 16, 2025 | 65 | $157.8M |
| Momentous Wealth Management, Inc. | 0002055574 | Nov 13, 2025 | 40 | $157.7M |
| Doheny Asset Management | 0000936936 | Nov 12, 2025 | 64 | $157.6M |
| Renasant Bank | 0001656167 | Nov 5, 2025 | 147 | $157.5M |
| WestBridge Capital Management, LLC | 0001846644 | Oct 30, 2025 | 1 | $157.5M |
| Minerva Advisors LLC | 0001541536 | Nov 12, 2025 | 56 | $157.5M |
| MB Generational Wealth, LLC | 0002009056 | Nov 6, 2025 | 66 | $157.4M |
| Fort Henry Capital, LLC | 0001843536 | Oct 14, 2025 | 17 | $157.4M |
| Millstone Evans Group, LLC | 0002041943 | Oct 30, 2025 | 834 | $157.4M |
| Brooktree Capital Management | 0001021296 | Nov 7, 2025 | 42 | $157.4M |
| Primoris Wealth Advisors, LLC | 0001909619 | Oct 27, 2025 | 106 | $157.3M |
| Palouse Capital Management, Inc. | 0001056516 | Oct 23, 2025 | 134 | $157.2M |
| Emory University | 0001377635 | Nov 12, 2025 | 7 | $157.0M |
| Breakout Capital Partners, LP | 0001935243 | Nov 14, 2025 | 8 | $157.0M |
| Finivi Inc. | 0002101641 | Dec 19, 2025 | 97 | $157.0M |
| SFI Advisors, LLC | 0001911308 | Oct 29, 2025 | 62 | $157.0M |
| State of Wisconsin - Board of Commissioners of Public Lands | 0001967732 | Oct 30, 2025 | 6 | $156.9M |
| Four Tree Island Advisory LLC | 0002048142 | Nov 7, 2025 | 22 | $156.9M |
| Robocap Asset Management Ltd | 0002030580 | Oct 31, 2025 | 25 | $156.9M |
| Everest Private Wealth | 0002056683 | Nov 6, 2025 | 67 | $156.9M |
| BayBridge Capital Group, LLC | 0001898297 | Oct 15, 2025 | 96 | $156.8M |
| denkapparat Operations GmbH | 0001999514 | Nov 7, 2025 | 274 | $156.7M |
| Promus Capital, LLC | 0002054921 | Nov 13, 2025 | 301 | $156.7M |
| Sterling Wealth Advisors Inc | 0001943937 | Oct 22, 2025 | 20 | $156.7M |
| Navigoe, LLC | 0002056100 | Oct 10, 2025 | 268 | $156.6M |
| Arlington Capital Management, Inc. | 0001606507 | Nov 14, 2025 | 103 | $156.6M |
| Inman Jager Wealth Management, LLC | 0002052044 | Nov 3, 2025 | 83 | $156.6M |
| Capstone Wealth Management Group LLC | 0002059649 | Nov 14, 2025 | 122 | $156.6M |
| Foundation Wealth Management, LLC | 0001966351 | Oct 28, 2025 | 46 | $156.5M |
| Gutierrez Wealth Advisory, LLC | 0001965923 | Nov 12, 2025 | 61 | $156.3M |
| Elefante Mark B | 0001661535 | Nov 10, 2025 | 56 | $156.3M |
| Tassel Capital Management, Inc. | 0001999208 | Oct 28, 2025 | 37 | $156.2M |
| Clearview Wealth Advisors LLC | 0001840306 | Oct 24, 2025 | 102 | $156.2M |
| Paradigm, Strategies in Wealth Management, LLC | 0001859579 | Oct 22, 2025 | 53 | $156.1M |
| Hibernia Wealth Partners, LLC | 0001950637 | Nov 12, 2025 | 49 | $156.1M |
| Marshall & Sterling Wealth Advisors Inc. | 0002056315 | Nov 10, 2025 | 644 | $156.0M |
| 7G Capital Management, LLC | 0001720350 | Nov 13, 2025 | 10 | $156.0M |
| RiverTree Advisors, LLC | 0001872501 | Nov 4, 2025 | 55 | $156.0M |
| DecisionMap Wealth Management, LLC | 0002001526 | Oct 16, 2025 | 129 | $156.0M |
| Fearless Solutions, LLC dba Best Invest | 0002094159 | Nov 5, 2025 | 115 | $155.9M |
| Coordinated Financial Services, Inc. | 0002055532 | Oct 31, 2025 | 159 | $155.9M |
| LB Partners LLC | 0002007877 | Oct 31, 2025 | 29 | $155.8M |
| Acuitas Investments, LLC | 0001524828 | Nov 18, 2025 | 52 | $155.8M |
| McCarthy Asset Management, Inc. | 0001843169 | Oct 23, 2025 | 26 | $155.8M |
| LifeSteps Financial, Inc. | 0001801373 | Oct 16, 2025 | 89 | $155.7M |
| Panoramic Capital Partners, LLC | 0002052992 | Oct 17, 2025 | 59 | $155.6M |
| Refined Wealth Management | 0001724729 | Oct 21, 2025 | 36 | $155.6M |
| Sarver Vrooman Wealth Advisors | 0002076215 | Oct 23, 2025 | 130 | $155.6M |
| Syntax Research, Inc. | 0001999827 | Nov 4, 2025 | 173 | $155.6M |
| Mustard Seed Financial, LLC | 0002011321 | Oct 20, 2025 | 92 | $155.6M |
| CYBER HORNET ETFs LLC | 0001818014 | Nov 17, 2025 | 508 | $155.4M |
| Alethea Capital Management, LLC | 0001549408 | Nov 14, 2025 | 33 | $155.4M |
| Catherine Avery Investment Management LLC | 0002103454 | Jan 5, 2026 | 162 | $155.2M |
| Legacies Wealth LLC | 0001755933 | Oct 14, 2025 | 112 | $155.2M |
| St. Louis Financial Planners Asset Management, LLC | 0001966171 | Oct 2, 2025 | 37 | $155.1M |
| Shotwell Rutter Baer Inc | 0002008310 | Oct 10, 2025 | 37 | $155.0M |
| R.H. Dinel Investment Counsel, Inc. | 0001598352 | Oct 17, 2025 | 42 | $155.0M |
| Greater Midwest Financial Group, LLC | 0002025409 | Nov 5, 2025 | 61 | $154.9M |
| Creegan & Nassoura Financial Group, LLC | 0001631054 | Nov 14, 2025 | 76 | $154.8M |
| Athos Capital Ltd | 0001681662 | Nov 13, 2025 | 31 | $154.8M |
| Cooper Capital Advisors LLC | 0001957878 | Oct 27, 2025 | 43 | $154.8M |