| Caitlin John, LLC | 0002010947 | May 13, 2026 | 916 | $165.9M |
| LM Asset Management Inc. | 0002057190 | May 11, 2026 | 9 | $165.8M |
| LFG Wealth Partners, LLC | 0002044171 | Jun 11, 2026 | 89 | $165.8M |
| Copley Financial Group, Inc. | 0002045258 | May 15, 2026 | 115 | $165.7M |
| Fearless Solutions, LLC dba Best Invest | 0002094159 | Apr 22, 2026 | 127 | $165.7M |
| Lighthouse Financial LLC | 0002057556 | May 14, 2026 | 74 | $165.7M |
| Fee-Only Financial Planning, L.C. | 0001954044 | Apr 29, 2026 | 43 | $165.7M |
| Moon Capital Management LP | 0001387303 | May 13, 2026 | 13 | $165.6M |
| Savoir Faire Capital Management, L.P. | 0001710593 | May 1, 2026 | 44 | $165.6M |
| Eight 31 Financial, LLC | 0002011328 | May 15, 2026 | 72 | $165.6M |
| Luminus Management LLC | 0001279151 | May 15, 2026 | 24 | $165.5M |
| Sfm, LLC | 0002064225 | Apr 8, 2026 | 63 | $165.5M |
| Twin Lions Management LLC | 0002055318 | May 15, 2026 | 10 | $165.5M |
| Fort Henry Capital, LLC | 0001843536 | Apr 21, 2026 | 17 | $165.4M |
| ZynergyRetirementPlanningLLC | 0002031137 | Apr 17, 2026 | 26 | $165.4M |
| Asset Management Advisors, LLC | 0001596355 | Apr 8, 2026 | 19 | $165.3M |
| Granite Group Advisors, LLC | 0002018114 | Apr 14, 2026 | 86 | $165.3M |
| Obsido Oy | 0002067281 | May 15, 2026 | 20 | $165.3M |
| Brewster Financial Planning LLC | 0001898145 | May 4, 2026 | 26 | $165.3M |
| Wilkins Miller Wealth Management, LLC | 0002057318 | Apr 22, 2026 | 89 | $165.3M |
| Gould Capital, LLC | 0001908965 | May 18, 2026 | 204 | $165.3M |
| AdviceOne Advisory Services, LLC | 0001998980 | Apr 13, 2026 | 41 | $165.2M |
| Optivise Advisory Services LLC | 0002042876 | Apr 15, 2026 | 183 | $165.2M |
| Grand Alliance Asset Management Ltd | 0001986124 | May 15, 2026 | 13 | $165.2M |
| Dominguez Wealth Management Solutions, Inc. | 0001881335 | Apr 27, 2026 | 67 | $165.0M |
| Charter Oak Advisors LP | 0002022905 | May 14, 2026 | 13 | $165.0M |
| Taylor Financial Group, Inc. | 0002012516 | May 14, 2026 | 99 | $165.0M |
| Rochester Wealth Strategies, LLC | 0001958456 | Apr 27, 2026 | 24 | $164.9M |
| Buckland Partners Management Co LLC | 0002074628 | May 15, 2026 | 91 | $164.9M |
| Capital & Planning, LLC | 0002053750 | May 18, 2026 | 172 | $164.8M |
| Sugar Maple Asset Management, LLC | 0002012673 | Apr 21, 2026 | 84 | $164.8M |
| Bitterroot Capital Advisors LLC | 0002110106 | May 12, 2026 | 60 | $164.7M |
| NewGen Asset Management Ltd | 0001845012 | May 8, 2026 | 26 | $164.5M |
| Addis & Hill, Inc | 0002016470 | Apr 16, 2026 | 27 | $164.4M |
| General Partner, Inc. | 0001800508 | Apr 8, 2026 | 165 | $164.2M |
| Clutterbuck Capital Management LLC | 0001517638 | May 14, 2026 | 4 | $164.1M |
| Newport Capital Group, LLC | 0001869032 | May 11, 2026 | 73 | $164.1M |
| Pps&v Asset Management Consultants, Inc. | 0001936380 | Apr 8, 2026 | 41 | $163.8M |
| Prospect Financial Services LLC | 0002012519 | Apr 24, 2026 | 104 | $163.8M |
| VMS Asset Management Limited | 0002107719 | May 14, 2026 | 23 | $163.8M |
| Chico Wealth RIA | 0001926037 | May 8, 2026 | 37 | $163.7M |
| Alamar Capital Management, LLC | 0001846995 | May 13, 2026 | 84 | $163.7M |
| Papamarkou Wellner Asset Management inc. | 0002063952 | May 15, 2026 | 86 | $163.7M |
| Gridiron Partners, LLC | 0001910867 | Apr 13, 2026 | 47 | $163.7M |
| Longview Financial Advisors, Inc. | 0001786915 | Apr 20, 2026 | 163 | $163.6M |
| Baring Financial LLC | 0002052588 | Apr 7, 2026 | 72 | $163.5M |
| Reflection Asset Management | 0002108398 | Aug 26, 2026 | 127 | $163.5M |
| International Private Wealth Advisors LLC | 0002022637 | Apr 21, 2026 | 152 | $163.5M |
| TB Capital Gestao de Recursos Ltda. | 0002077092 | May 15, 2026 | 17 | $163.5M |
| Basso Capital Management, L.P. | 0001287978 | May 15, 2026 | 137 | $163.4M |
| Hudson Canyon Capital Management | 0001978883 | May 5, 2026 | 52 | $163.4M |
| Truffle Hound Capital, LLC | 0001595862 | May 7, 2026 | 43 | $163.2M |
| Omega Fund Management, LLC | 0001637359 | May 15, 2026 | 10 | $163.1M |
| Catalina Capital Group, LLC | 0002018090 | Apr 23, 2026 | 173 | $163.1M |
| KRS Capital Management, LLC | 0001910876 | Apr 15, 2026 | 115 | $163.1M |
| Peoples Bank | 0000934866 | Apr 24, 2026 | 101 | $162.9M |
| Potrero Capital Research LLC | 0001536630 | May 15, 2026 | 31 | $162.9M |
| Brindle & Bay Financial Advisors, LLC | 0002081139 | May 4, 2026 | 67 | $162.9M |
| Kastel Capital Advisors, LLC | 0002111663 | Apr 20, 2026 | 55 | $162.9M |
| SummerHaven Investment Management, LLC | 0001846436 | Apr 24, 2026 | 193 | $162.9M |
| Index Venture Growth Associates IV Ltd | 0001865141 | May 15, 2026 | 2 | $162.9M |
| Converium Capital Inc. | 0002043653 | Aug 11, 2026 | 14 | $162.8M |
| SALT Holding Corp. | 0001996109 | May 15, 2026 | 23 | $162.8M |
| Dean, Jacobson Financial Services, LLC | 0001869456 | Apr 28, 2026 | 21 | $162.8M |
| Instrumental Wealth, LLC | 0001976010 | Apr 21, 2026 | 73 | $162.7M |
| TopTier Wealth Management, LLC | 0002109367 | May 6, 2026 | 795 | $162.7M |
| Dahring | Cusmano LLC | 0002053669 | May 5, 2026 | 58 | $162.7M |
| Tru Independence Asset Management 2, LLC | 0001849497 | Apr 22, 2026 | 82 | $162.6M |
| Buttonwood Financial Group, LLC | 0001847661 | Apr 15, 2026 | 30 | $162.5M |
| Capstone Wealth Management Group LLC | 0002059649 | Apr 16, 2026 | 123 | $162.5M |
| Kintayl Capital LP | 0002032385 | May 15, 2026 | 44 | $162.5M |
| Millennium Capital Advisors, LLC | 0002097025 | May 12, 2026 | 133 | $162.5M |
| Invariant Investment Management | 0001850871 | Apr 13, 2026 | 70 | $162.4M |
| Traction Financial Partners, LLC | 0002007748 | May 14, 2026 | 57 | $162.4M |
| Kingstone Capital Partners Texas, LLC | 0002057208 | May 6, 2026 | 57 | $162.4M |
| Accel XI Associates L.L.C. | 0001535603 | May 8, 2026 | 1 | $162.4M |
| Sarver Vrooman Wealth Advisors | 0002076215 | Apr 15, 2026 | 138 | $162.4M |
| Panoramic Capital Partners, LLC | 0002052992 | Apr 8, 2026 | 63 | $162.3M |
| M3 Advisory Group, LLC | 0002014826 | Apr 22, 2026 | 149 | $162.2M |
| Bay Capital Advisors, LLC | 0002055414 | Apr 22, 2026 | 107 | $162.2M |
| Bulwark Capital Corp | 0002075899 | Apr 7, 2026 | 100 | $162.2M |
| Lagoda Investment Management, L.P. | 0001632108 | May 15, 2026 | 25 | $162.2M |
| Themes Management Co LLC | 0002107564 | May 15, 2026 | 151 | $162.1M |
| Investment Partners Asset Management, Inc. | 0001384416 | Apr 7, 2026 | 163 | $162.0M |
| Manuka Financial, LLC | 0002049064 | May 8, 2026 | 56 | $161.9M |
| Herbst Group, LLC | 0001909319 | Apr 9, 2026 | 59 | $161.9M |
| Collaborative Fund Advisors, LLC | 0002132074 | Apr 28, 2026 | 160 | $161.9M |
| Stillwater Wealth Management Group | 0002063941 | May 11, 2026 | 77 | $161.8M |
| Greenhouse Wealth Management, LLC | 0001843566 | Apr 23, 2026 | 57 | $161.7M |
| Guerra Pan Advisors, LLC | 0001910386 | May 12, 2026 | 121 | $161.7M |
| Carter Financial Group, INC. | 0001919749 | Apr 27, 2026 | 126 | $161.7M |
| Petra Financial Advisors Inc. | 0001971427 | May 13, 2026 | 117 | $161.6M |
| GEN Financial Management, INC. | 0002032497 | Apr 16, 2026 | 51 | $161.5M |
| Accordant Advisory Group Inc | 0002013499 | May 11, 2026 | 238 | $161.4M |
| BayBridge Capital Group, LLC | 0001898297 | Apr 14, 2026 | 95 | $161.4M |
| Coastline Complete Wealth LLC | 0002112134 | May 22, 2026 | 55 | $161.4M |
| Continental Advisors LLC | 0001277779 | May 15, 2026 | 40 | $161.3M |
| Lavelle Capital LP | 0002136566 | May 28, 2026 | 70 | $161.1M |
| Innealta Capital, LLC | 0001752579 | May 4, 2026 | 75 | $161.0M |
| Gutierrez Wealth Advisory, LLC | 0001965923 | Apr 21, 2026 | 70 | $161.0M |