| Defined Wealth Management, LLC | 0001849518 | Apr 17, 2026 | 109 | $170.7M |
| TLW Wealth Management, LLC | 0001767217 | May 1, 2026 | 16 | $170.7M |
| Byrne Asset Management LLC | 0001911322 | Apr 2, 2026 | 566 | $170.7M |
| LBJ Family Wealth Advisors, Ltd. | 0001601622 | Apr 2, 2026 | 28 | $170.6M |
| Rareview Capital LLC | 0002044533 | Apr 27, 2026 | 52 | $170.6M |
| Karnit Road Accident Victims Compensation Fund | 0002110887 | May 11, 2026 | 17 | $170.4M |
| Argo Wealth Advisory, LLC | 0002104895 | Apr 21, 2026 | 48 | $170.4M |
| Shotwell Rutter Baer Inc | 0002008310 | Apr 22, 2026 | 38 | $170.2M |
| Holcombe Financial, Inc. | 0002056177 | Apr 20, 2026 | 49 | $170.2M |
| Daner Wealth Management, LLC | 0001956649 | May 13, 2026 | 88 | $170.1M |
| RiverGlades Family Offices LLC | 0001619779 | May 14, 2026 | 87 | $170.1M |
| Exome Asset Management LLC | 0002011932 | May 15, 2026 | 45 | $169.9M |
| Dickmeyer Boyce Financial Management, Inc. | 0002038325 | May 13, 2026 | 125 | $169.9M |
| Cyr Financial Inc. | 0002010666 | Apr 24, 2026 | 58 | $169.9M |
| Brandywine Managers, LLC | 0001135121 | May 14, 2026 | 40 | $169.9M |
| ARP Global Capital Ltd | 0002074760 | May 14, 2026 | 18 | $169.9M |
| Coppell Advisory Solutions LLC | 0001848433 | May 15, 2026 | 39 | $169.8M |
| English Capital Management LLC | 0002010442 | May 8, 2026 | 35 | $169.8M |
| Financial Harvest, LLC | 0002052933 | May 5, 2026 | 57 | $169.8M |
| Rayburn West Financial Services LLC | 0002107467 | May 5, 2026 | 82 | $169.8M |
| Wellington-Altus USA Inc. | 0001760398 | Sep 17, 2026 | 693 | $169.7M |
| Carlson Financial, Inc. | 0002134889 | Aug 24, 2026 | 181 | $169.6M |
| Financial Planning Hawaii, Inc. | 0002105146 | Apr 21, 2026 | 123 | $169.6M |
| Afg Fiduciary Services Limited Partnership | 0001907820 | Apr 8, 2026 | 90 | $169.5M |
| Live Oak Investment Partners | 0001822262 | Apr 29, 2026 | 93 | $169.4M |
| Madrid Financial Services | 0002135336 | May 15, 2026 | 26 | $169.4M |
| Upper Left Wealth Management, LLC | 0001911228 | Apr 16, 2026 | 68 | $169.4M |
| Navigoe, LLC | 0002056100 | May 1, 2026 | 228 | $169.3M |
| Sherrill & Hutchins Financial Advisory, Inc | 0002005607 | Apr 22, 2026 | 15 | $169.3M |
| Emergent Wealth Advisors, LLC | 0001799880 | Apr 8, 2026 | 125 | $169.2M |
| United Financial Planning Group LLC | 0002088337 | May 8, 2026 | 462 | $169.2M |
| Security National Bank of Sioux City Iowa | 0000894309 | May 15, 2026 | 104 | $169.2M |
| Forerunner Ventures Management, LLC | 0001909850 | May 15, 2026 | 1 | $169.2M |
| Optimus Capital Advisors, LLC | 0002140431 | Jun 24, 2026 | 33 | $169.1M |
| Thoma Capital Management LLC | 0002060298 | Apr 20, 2026 | 55 | $169.1M |
| Daviman Financial, LLC | 0002104394 | Apr 23, 2026 | 84 | $169.1M |
| Granite FO LLC | 0002034090 | May 12, 2026 | 170 | $169.0M |
| Mountain Hill Investment Partners Corp. | 0002055557 | May 1, 2026 | 205 | $169.0M |
| William Allan Corp | 0001910961 | May 14, 2026 | 59 | $169.0M |
| McHugh Group, LLC | 0002052657 | Apr 17, 2026 | 82 | $169.0M |
| Alpha Financial Partners LLC | 0001966219 | May 13, 2026 | 103 | $168.9M |
| Cascade Investment Advisors, Inc. | 0001681490 | Apr 13, 2026 | 116 | $168.9M |
| Tacita Capital Inc | 0001846287 | May 7, 2026 | 238 | $168.9M |
| McClarren Financial Advisors, Inc. | 0001842974 | Apr 16, 2026 | 79 | $168.9M |
| Wall Street Financial Group, Inc. | 0002019337 | May 6, 2026 | 667 | $168.9M |
| PVG Asset Management Corp. | 0000820434 | Jun 16, 2026 | 121 | $168.8M |
| Pingora Partners LLC | 0002011176 | May 15, 2026 | 186 | $168.7M |
| Income Research & Management | 0001165830 | Apr 17, 2026 | 26 | $168.6M |
| Crystal Rock Capital Management | 0001510668 | May 4, 2026 | 32 | $168.4M |
| Little Harbor Advisors, LLC | 0001539639 | May 15, 2026 | 4 | $168.4M |
| Old North State Trust, LLC | 0001760444 | May 13, 2026 | 150 | $168.4M |
| Code Waechter LLC | 0002039212 | Apr 15, 2026 | 118 | $168.3M |
| Presper Financial Architects, LLC | 0002066674 | Apr 29, 2026 | 50 | $168.3M |
| Meadowbrook Advisors Group, LLC | 0002119283 | Apr 16, 2026 | 136 | $168.3M |
| Ti-Trust, Inc. | 0001802284 | Apr 28, 2026 | 128 | $168.2M |
| Widmann Financial Services, Inc. | 0001906640 | May 15, 2026 | 121 | $168.1M |
| Ables, Iannone, Moore & Associates, Inc. | 0002013713 | Apr 7, 2026 | 59 | $168.1M |
| Lee, Kelleher & Klein Wealth Management | 0002063827 | Apr 14, 2026 | 41 | $168.1M |
| Knott David M Jr | 0001892770 | May 14, 2026 | 85 | $168.0M |
| Disciplined Investors, L.L.C. | 0002056242 | May 12, 2026 | 139 | $168.0M |
| Wealthstar Advisors, LLC | 0001602224 | Apr 27, 2026 | 110 | $168.0M |
| Metavasi Capital LP | 0001864835 | May 15, 2026 | 20 | $168.0M |
| 7G Capital Management, LLC | 0001720350 | May 21, 2026 | 10 | $167.8M |
| City National Bank of Florida | 0000709447 | May 15, 2026 | 127 | $167.7M |
| Sharpepoint LLC | 0002046822 | May 5, 2026 | 86 | $167.7M |
| Opus Investment Management Inc. | 0001097833 | May 13, 2026 | 30 | $167.6M |
| Yukon Wealth Management, Inc. | 0002065849 | Apr 30, 2026 | 79 | $167.5M |
| WealthTrust Asset Management, LLC | 0001867894 | May 6, 2026 | 98 | $167.5M |
| William B. Walkup & Associates, Inc. | 0002034054 | Apr 20, 2026 | 163 | $167.5M |
| Kestrel Investment Management Corp. | 0000917579 | May 5, 2026 | 39 | $167.5M |
| Members Wealth LLC | 0002059574 | Apr 23, 2026 | 113 | $167.4M |
| Farrell Financial LLC | 0002031235 | Apr 13, 2026 | 76 | $167.4M |
| Pursue Wealth Partners LLC | 0001911091 | Apr 8, 2026 | 101 | $167.4M |
| Triavera Capital LLC | 0002011325 | May 15, 2026 | 16 | $167.3M |
| Grafton Street Partners Management Company, LLC | 0001923769 | May 15, 2026 | 11 | $167.3M |
| Andrews, Lucia Wealth Management LLC | 0001906227 | Apr 15, 2026 | 35 | $167.3M |
| Montaka Global Pty Ltd | 0002104890 | May 4, 2026 | 21 | $167.3M |
| Lummis Asset Management, LP | 0002011652 | May 11, 2026 | 192 | $167.3M |
| Industrial Alliance Investment Management Inc. | 0001630798 | Apr 23, 2026 | 8 | $167.3M |
| ROI Financial Advisors, LLC | 0002011633 | May 15, 2026 | 66 | $167.2M |
| Ariston Services Group | 0001743859 | Apr 22, 2026 | 71 | $167.2M |
| Del-Sette Capital Management, LLC | 0001610580 | May 4, 2026 | 44 | $167.1M |
| Jacobs Asset Management, LLC | 0001351063 | May 15, 2026 | 28 | $167.1M |
| Empirical Capital Management, LLC | 0001642274 | May 15, 2026 | 15 | $166.9M |
| Hilltop Wealth Advisors, LLC | 0001786241 | Apr 15, 2026 | 53 | $166.9M |
| Mustard Seed Financial, LLC | 0002011321 | Apr 27, 2026 | 92 | $166.9M |
| Stilwell Value LLC | 0001397076 | May 6, 2026 | 25 | $166.9M |
| Sterling Investment Management, LLC | 0001509873 | May 4, 2026 | 65 | $166.7M |
| Millstone Evans Group, LLC | 0002041943 | Apr 30, 2026 | 856 | $166.6M |
| Ames National Corp. | 0001132651 | May 12, 2026 | 67 | $166.6M |
| White Wing Wealth Management | 0002001473 | Apr 13, 2026 | 37 | $166.6M |
| Integrity Wealth Advisors, Inc. | 0001951908 | May 14, 2026 | 70 | $166.6M |
| Brown Shipley& Co Ltd | 0001912970 | May 6, 2026 | 78 | $166.5M |
| BCO Wealth Management LLC | 0002054749 | Apr 16, 2026 | 42 | $166.5M |
| Marin Bay Wealth Advisors, LLC | 0002109834 | May 12, 2026 | 127 | $166.3M |
| GeoSphere Capital Management, LLC | 0001426876 | May 15, 2026 | 40 | $166.2M |
| Pring Turner Capital Group Inc. | 0001568839 | May 13, 2026 | 72 | $166.1M |
| Bucket List Wealth Management, LLC | 0002133435 | May 7, 2026 | 57 | $166.1M |
| Gentry Private Wealth, LLC | 0002022634 | May 5, 2026 | 91 | $166.0M |
| Mithaq Capital SPC | 0001834600 | Apr 29, 2026 | 4 | $165.9M |