| Five Pine Wealth Management | 0002041807 | Apr 17, 2026 | 47 | $160.9M |
| Occam Crest Management LP | 0002085909 | May 15, 2026 | 28 | $160.8M |
| Riverbend Wealth Management, LLC | 0002055570 | Apr 22, 2026 | 149 | $160.8M |
| Royal Capital Wealth Management, LLC | 0001904323 | May 15, 2026 | 96 | $160.6M |
| McAlister, Sweet & Associates, Inc. | 0001774087 | Apr 2, 2026 | 32 | $160.6M |
| Perry Creek Capital LP | 0001769704 | May 15, 2026 | 12 | $160.5M |
| TPG Advisors LLC | 0002033388 | Apr 22, 2026 | 109 | $160.5M |
| Mittelman Wealth Management | 0002021464 | May 15, 2026 | 52 | $160.4M |
| Robert Bosch GmbH | 0001882360 | May 7, 2026 | 3 | $160.4M |
| CBM Financial, LLC | 0002055702 | May 12, 2026 | 16 | $160.2M |
| Pacific Wealth Strategies Group, Inc. | 0001766571 | May 7, 2026 | 62 | $160.2M |
| Washington University | 0000903603 | May 6, 2026 | 2 | $160.2M |
| Sanchez Gaunt Capital Management, LLC | 0002113492 | Apr 14, 2026 | 184 | $160.2M |
| Turn8 Private Wealth Inc. | 0002070026 | Apr 27, 2026 | 51 | $160.0M |
| Fig Financial Advisory Services Inc. | 0000753967 | Aug 10, 2026 | 62 | $160.0M |
| Legend Capital Advisors LLC | 0002111719 | May 15, 2026 | 159 | $160.0M |
| W.H. Cornerstone Investments Inc. | 0001940823 | Apr 28, 2026 | 129 | $160.0M |
| Great Hill Capital LLC | 0002096165 | Apr 29, 2026 | 31 | $159.9M |
| Sterling Manor Financial, LLC | 0001842015 | Apr 13, 2026 | 39 | $159.9M |
| Affinity Investment Advisors, LLC | 0001520601 | May 14, 2026 | 137 | $159.9M |
| Richardson Financial Services Inc. | 0002012303 | May 4, 2026 | 613 | $159.8M |
| Palacios Wealth Management, LLC | 0002053829 | May 11, 2026 | 75 | $159.8M |
| Fairbanks Capital Management, Inc. | 0001681372 | May 13, 2026 | 50 | $159.8M |
| Cornerstone Select Advisors, LLC | 0002055366 | May 13, 2026 | 124 | $159.7M |
| Velan Capital Investment Management LP | 0001848809 | May 15, 2026 | 49 | $159.6M |
| Braun-Bostich & Associates Inc. | 0001740842 | Apr 15, 2026 | 126 | $159.6M |
| Erickson Financial Group, LLC | 0001797734 | Apr 8, 2026 | 25 | $159.6M |
| Blackston Financial Advisory Group, LLC | 0001910984 | Apr 23, 2026 | 106 | $159.5M |
| Sanchez Levi Garrett | 0002126627 | May 15, 2026 | 74 | $159.5M |
| Creek Drive Management Group LLC | 0002111824 | May 15, 2026 | 46 | $159.5M |
| swisspartners Advisors Ltd | 0001805754 | May 7, 2026 | 24 | $159.2M |
| Hahn Capital Management LLC | 0001171592 | May 7, 2026 | 31 | $159.2M |
| RIHO Partners, LLC | 0002112884 | May 18, 2026 | 14 | $159.0M |
| 6th Street Advisors, LLC | 0002102803 | May 4, 2026 | 59 | $158.9M |
| Up Strategic Wealth Investment Advisors LLC | 0002011649 | May 12, 2026 | 98 | $158.8M |
| Propel Bio Management, LLC | 0001969764 | May 14, 2026 | 38 | $158.7M |
| Objectivity Squared, LLC | 0002011113 | May 13, 2026 | 55 | $158.6M |
| Retirement Wealth Solutions LLC | 0002044741 | Apr 7, 2026 | 822 | $158.6M |
| Oppenheimer & Close, LLC | 0001591377 | May 12, 2026 | 56 | $158.6M |
| Jericho Financial, LLP | 0001841173 | Apr 29, 2026 | 40 | $158.6M |
| 10Elms LLP | 0002056650 | May 15, 2026 | 480 | $158.5M |
| Astra Wealth Partners LLC | 0002054825 | May 6, 2026 | 85 | $158.5M |
| Refined Wealth Management | 0001724729 | Apr 21, 2026 | 50 | $158.4M |
| Elevate Wealth Advisory, Inc. | 0002011651 | May 11, 2026 | 125 | $158.4M |
| Martin Capital Advisors, LLP | 0001904126 | May 5, 2026 | 73 | $158.3M |
| Lalia Capital, LLC | 0002106818 | May 11, 2026 | 13 | $158.3M |
| Christian Investment Advisors, Inc. | 0002055071 | May 8, 2026 | 12 | $158.2M |
| Vannoy Advisory Group, Inc. | 0002011808 | Apr 22, 2026 | 28 | $158.0M |
| Corsicana & Co. | 0001869923 | May 13, 2026 | 276 | $157.9M |
| LifeSteps Financial, Inc. | 0001801373 | Apr 22, 2026 | 97 | $157.9M |
| RiverTree Advisors, LLC | 0001872501 | Apr 20, 2026 | 60 | $157.9M |
| Pantera Capital Partners LP | 0002067181 | May 15, 2026 | 14 | $157.9M |
| Deepwater Asset Management, LLC | 0001964171 | May 14, 2026 | 39 | $157.8M |
| 4D Advisors, LLC | 0001938268 | May 15, 2026 | 34 | $157.8M |
| Legacies Wealth LLC | 0001755933 | Apr 21, 2026 | 107 | $157.6M |
| Sarissa Capital Management LP | 0001577524 | May 15, 2026 | 9 | $157.6M |
| FWG Investments, LLC. | 0001944877 | Apr 21, 2026 | 117 | $157.4M |
| Providence Wealth Advisors, LLC | 0001744955 | May 5, 2026 | 80 | $157.3M |
| Livet Wealth, LLC | 0002111409 | Apr 24, 2026 | 117 | $157.3M |
| Henson-Edgewater Management, LLC | 0002115631 | Apr 30, 2026 | 66 | $157.2M |
| Syntax Research, Inc. | 0001999827 | Apr 24, 2026 | 174 | $157.1M |
| Three Magnolias Financial Advisors, LLC | 0002056795 | Apr 23, 2026 | 103 | $157.1M |
| Seros Financial, LLC | 0002039918 | May 5, 2026 | 58 | $157.1M |
| AlpenGlobal Capital LLC | 0002062492 | Apr 30, 2026 | 36 | $157.1M |
| Elkhorn Partners Limited Partnership | 0000928400 | May 14, 2026 | 48 | $157.1M |
| Turning Point Benefit Group, Inc. | 0002008513 | May 12, 2026 | 95 | $157.0M |
| Certior Financial Group, LLC | 0002055620 | Apr 27, 2026 | 130 | $157.0M |
| IMG Wealth Management, Inc. | 0002032103 | May 15, 2026 | 506 | $156.9M |
| Blue Investment Opportunities, LLC - Project Breeze Series 1 | 0002032685 | Aug 6, 2026 | 1 | $156.8M |
| Helix Partners Management LP | 0001995612 | May 14, 2026 | 11 | $156.7M |
| Affinity Wealth LLC | 0002111764 | Aug 26, 2026 | 25 | $156.7M |
| AmeriServ Wealth Advisors | 0001102062 | May 13, 2026 | 59 | $156.7M |
| Columbia Advisory Partners LLC | 0001808179 | Apr 23, 2026 | 92 | $156.7M |
| A. D. Beadell Investment Counsel, Inc. | 0001569102 | Apr 17, 2026 | 100 | $156.6M |
| First National Bank of Hutchinson | 0001313871 | May 4, 2026 | 84 | $156.6M |
| Diversified Investment Strategies, LLC | 0001427196 | Apr 30, 2026 | 55 | $156.5M |
| Cultivar Capital, Inc. | 0001989476 | Apr 7, 2026 | 46 | $156.5M |
| Lakewood Asset Management LLC | 0001966581 | Apr 23, 2026 | 107 | $156.4M |
| Christine Messmer PC | 0002097609 | Apr 21, 2026 | 80 | $156.4M |
| Harber Asset Management LLC | 0001387921 | May 15, 2026 | 41 | $156.4M |
| Compass Planning Associates Inc | 0002046823 | Apr 21, 2026 | 30 | $156.4M |
| McGuire Capital Advisors Inc. | 0002112006 | May 14, 2026 | 868 | $156.2M |
| Sagil Capital LLP | 0001747744 | May 14, 2026 | 16 | $156.1M |
| Patrick M Sweeney & Associates, Inc. | 0002010453 | May 7, 2026 | 164 | $156.0M |
| Invera Wealth Advisors, LLC | 0001976780 | Apr 22, 2026 | 98 | $155.8M |
| Cornerstone Financial Group, LLC | 0002056783 | May 6, 2026 | 73 | $155.8M |
| Accredited Investor Services, LLC | 0002028621 | Apr 21, 2026 | 77 | $155.8M |
| BNB Wealth Management, LLC | 0002111175 | May 13, 2026 | 90 | $155.8M |
| Truxt Investmentos Ltda. | 0001721168 | May 5, 2026 | 23 | $155.7M |
| Winebrenner Capital Management LLC | 0002047728 | Apr 10, 2026 | 139 | $155.7M |
| Adirondack Capital Advisors, LLC | 0002107623 | Apr 9, 2026 | 44 | $155.7M |
| Pioneer Family Office, LLC | 0002135110 | May 14, 2026 | 122 | $155.7M |
| Hidden Cove Wealth Management, LLC | 0001963736 | Apr 22, 2026 | 109 | $155.7M |
| Investidor Profissional Gestao de Recursos Ltda. | 0001953154 | May 12, 2026 | 20 | $155.6M |
| Southern Capital Services Inc. | 0000711987 | Apr 29, 2026 | 29 | $155.6M |
| Good Steward Wealth Advisors,LLC | 0002060772 | May 4, 2026 | 68 | $155.5M |
| Westco Advisory Services Inc. | 0000946310 | May 11, 2026 | 104 | $155.5M |
| Summit Portfolio Management, LTD. | 0002132683 | Apr 30, 2026 | 24 | $155.4M |
| BML Capital Management, LLC | 0001616824 | May 6, 2026 | 15 | $155.4M |
| DeLarme Wealth Management, Inc. | 0002070361 | Apr 24, 2026 | 63 | $155.3M |