| Seed Wealth Management, Inc. | 0001963728 | Oct 15, 2025 | 114 | $144.8M |
| Petiole USA ltd | 0001600202 | Nov 13, 2025 | 36 | $144.8M |
| Wincap Financial LLC | 0002064588 | Nov 7, 2025 | 84 | $144.7M |
| Good Steward Wealth Advisors,LLC | 0002060772 | Nov 6, 2025 | 77 | $144.7M |
| Chapman Financial Group, LLC | 0002056577 | Nov 12, 2025 | 269 | $144.7M |
| Share Andrew L. | 0001693672 | Nov 5, 2025 | 16 | $144.6M |
| Columbia Advisory Partners LLC | 0001808179 | Oct 24, 2025 | 90 | $144.6M |
| Community Bank of Raymore | 0001599923 | Oct 14, 2025 | 75 | $144.5M |
| DMC Group, LLC | 0001893403 | Oct 29, 2025 | 142 | $144.5M |
| Channing Global Advisors, LLC | 0001901222 | Nov 3, 2025 | 41 | $144.5M |
| Graney & King, LLC | 0002051568 | Nov 13, 2025 | 350 | $144.4M |
| Caitong International Asset Management Co., Ltd | 0001963355 | Nov 19, 2025 | 1,872 | $144.4M |
| Wingate Wealth Advisors, Inc. | 0002041800 | Oct 23, 2025 | 109 | $144.4M |
| Charter Research & Investment Group, Inc. | 0001666624 | Nov 12, 2025 | 83 | $144.4M |
| Opinicus Capital, Inc. | 0002009743 | Nov 6, 2025 | 109 | $144.4M |
| Peterson Wealth Management | 0001785144 | Dec 17, 2025 | 39 | $144.3M |
| Villanova Investment Management Co LLC | 0001872130 | Nov 10, 2025 | 57 | $144.3M |
| WealthTrust Asset Management, LLC | 0001867894 | Nov 12, 2025 | 83 | $144.3M |
| Davis Capital Management | 0001811806 | Oct 21, 2025 | 615 | $144.3M |
| Nabity-Jensen Investment Management Inc | 0002044851 | Oct 22, 2025 | 69 | $144.3M |
| Vitruvian Partners LLP | 0001692590 | Nov 10, 2025 | 7 | $144.2M |
| Stonebridge Advisors LLC | 0001367441 | Nov 4, 2025 | 4 | $144.2M |
| Q Fund Management (Hong Kong) Ltd | 0002078832 | Nov 4, 2025 | 25 | $144.1M |
| Exchange Bank | 0002001155 | Oct 31, 2025 | 124 | $144.1M |
| Lonestar Capital Management LLC | 0001317410 | Nov 14, 2025 | 23 | $143.9M |
| Caitlin John, LLC | 0002010947 | Nov 12, 2025 | 883 | $143.7M |
| M.E. Allison & Co., Inc. | 0001619532 | Oct 8, 2025 | 178 | $143.6M |
| Astra Wealth Partners LLC | 0002054825 | Nov 12, 2025 | 89 | $143.6M |
| Crestwood Capital Management, L.P. | 0001468395 | Nov 12, 2025 | 13 | $143.6M |
| Gentry Private Wealth, LLC | 0002022634 | Nov 12, 2025 | 90 | $143.6M |
| Diadema Partners LP | 0002026172 | Nov 14, 2025 | 59 | $143.6M |
| Integrated Capital Management, Inc. | 0001608826 | Oct 8, 2025 | 59 | $143.5M |
| Elevate Capital Advisors, LLC | 0001909571 | Oct 28, 2025 | 75 | $143.4M |
| bLong Financial, LLC | 0001943004 | Nov 6, 2025 | 75 | $143.4M |
| Tsai Capital Corp | 0001574850 | Nov 13, 2025 | 23 | $143.4M |
| Skerryvore Asset Management Ltd | 0002043964 | Nov 14, 2025 | 6 | $143.3M |
| Oracle Investment Management Inc. | 0001012622 | Nov 19, 2025 | 16 | $143.3M |
| AEGON USA Investment Management, LLC | 0001454937 | Oct 24, 2025 | 44 | $143.3M |
| Mount Vernon Associates Inc. | 0000799003 | Oct 24, 2025 | 55 | $143.3M |
| Holcombe Financial, Inc. | 0002056177 | Oct 27, 2025 | 42 | $143.2M |
| Cross Staff Investments Inc | 0001900406 | Oct 24, 2025 | 126 | $143.2M |
| Riverbend Wealth Management, LLC | 0002055570 | Oct 21, 2025 | 138 | $143.2M |
| Penbrook Management LLC | 0001381055 | Oct 22, 2025 | 104 | $143.2M |
| SKY-Mountain Capital Management, Inc. | 0002065074 | Oct 30, 2025 | 38 | $143.2M |
| RMR Capital Management, LLC | 0002032709 | Nov 3, 2025 | 80 | $143.2M |
| Stillwater Wealth Management Group | 0002063941 | Dec 2, 2025 | 76 | $142.9M |
| Keystone Financial Services, LLC | 0002046033 | Oct 28, 2025 | 53 | $142.9M |
| Monetta Financial Services Inc. | 0000869179 | Nov 10, 2025 | 57 | $142.8M |
| Brickwood Asset Management LLP | 0002056939 | Nov 10, 2025 | 9 | $142.8M |
| Instrumental Wealth, LLC | 0001976010 | Oct 31, 2025 | 71 | $142.6M |
| 1858 Wealth Management, LLC | 0002011812 | Nov 14, 2025 | 113 | $142.4M |
| Tenzing Global Management, LLC | 0001624095 | Nov 14, 2025 | 22 | $142.4M |
| S. R. Schill & Associates | 0001616004 | Nov 14, 2025 | 25 | $142.4M |
| HC Advisors, LLC | 0001803295 | Nov 7, 2025 | 61 | $142.3M |
| Coastwise Capital Group, LLC | 0001934500 | Oct 17, 2025 | 131 | $142.1M |
| Collar Capital Management, LLC | 0002056719 | Oct 16, 2025 | 71 | $142.1M |
| Avant Capital LLC | 0001653443 | Nov 10, 2025 | 79 | $142.1M |
| Nova Wealth Management, Inc. | 0002051980 | Oct 7, 2025 | 588 | $142.0M |
| Genesis Wealth Advisors, LLC | 0001637241 | Oct 28, 2025 | 63 | $141.8M |
| Bank of Marin | 0001801145 | Nov 5, 2025 | 130 | $141.8M |
| Dale Q Rice Investment Management Ltd | 0002041427 | Oct 15, 2025 | 67 | $141.7M |
| Safir Wealth Advisors, LLC | 0001830103 | Oct 28, 2025 | 16 | $141.6M |
| Daventry Group, LP | 0001823718 | Nov 14, 2025 | 7 | $141.3M |
| Comprehensive Money Management Services LLC | 0002058921 | Oct 24, 2025 | 186 | $141.3M |
| Value Base Ltd. | 0001992355 | Oct 30, 2025 | 7 | $141.2M |
| Basepoint Wealth LLC | 0002088236 | Nov 13, 2025 | 104 | $141.2M |
| Walnut Level Capital LLC | 0001803088 | Nov 14, 2025 | 31 | $141.1M |
| Comprehensive Wealth Management, LLC | 0001535202 | Nov 4, 2025 | 39 | $141.0M |
| JDH Wealth Management, LLC | 0002022512 | Oct 30, 2025 | 51 | $140.9M |
| Campion Asset Management | 0001843492 | Nov 14, 2025 | 83 | $140.9M |
| Flavin Financial Services, Inc. | 0002052798 | Feb 6, 2026 | 70 | $140.8M |
| Gibson Wealth Advisors LLC | 0001911266 | Oct 10, 2025 | 32 | $140.6M |
| Strategic Value Bank Partners LLC | 0001904067 | Oct 20, 2025 | 14 | $140.6M |
| Chapman Investment Management, LLC | 0001751006 | Nov 5, 2025 | 29 | $140.6M |
| Chancellor Financial Group WB LP | 0002059742 | Nov 12, 2025 | 131 | $140.6M |
| Mosaic Financial Group, LLC | 0002011050 | Nov 19, 2025 | 120 | $140.5M |
| Disciplined Investors, L.L.C. | 0002056242 | Nov 14, 2025 | 120 | $140.5M |
| Illumine Investment Management, LLC | 0002052970 | Nov 4, 2025 | 91 | $140.4M |
| Washington Growth Strategies LLC | 0002044575 | Oct 22, 2025 | 53 | $140.3M |
| Longview Financial Advisors, Inc. | 0001786915 | Nov 13, 2025 | 45 | $140.2M |
| Wealthgarden F.S. LLC | 0002023633 | Nov 4, 2025 | 149 | $140.2M |
| Washington Capital Management, Inc. | 0000928566 | Oct 28, 2025 | 117 | $140.2M |
| Principia Wealth Advisory, LLC | 0002041436 | Feb 10, 2026 | 966 | $140.1M |
| Stone Ridge Holdings Group LP | 0002019841 | Nov 3, 2025 | 13 | $140.1M |
| Pin Oak Investment Advisors Inc. | 0001094584 | Nov 17, 2025 | 498 | $140.1M |
| QSM Asset Management Ltd | 0002058325 | Oct 16, 2025 | 20 | $140.0M |
| Applied Capital LLC | 0001965393 | Oct 28, 2025 | 84 | $139.9M |
| Clark & Stuart, Inc | 0002048750 | Oct 15, 2025 | 52 | $139.9M |
| Apex Wealth Management, LLC | 0002056695 | Oct 23, 2025 | 59 | $139.9M |
| Strategent Financial, LLC | 0002052737 | Oct 24, 2025 | 36 | $139.8M |
| Sugar Maple Asset Management, LLC | 0002012673 | Oct 29, 2025 | 80 | $139.8M |
| Piar LLC | 0002054677 | Nov 10, 2025 | 61 | $139.7M |
| Ackerman Asset Management, LLC | 0002067071 | Nov 13, 2025 | 28 | $139.6M |
| Bruce G. Allen Investments, LLC | 0002005409 | Oct 30, 2025 | 1,080 | $139.6M |
| Sage Advisors, LLC | 0002032121 | Oct 22, 2025 | 39 | $139.6M |
| Haven Global Partners, LLC | 0002051846 | Nov 6, 2025 | 11 | $139.6M |
| Processus Wealth & Capital Management, LLC | 0002014209 | Nov 4, 2025 | 35 | $139.5M |
| Argyle Capital Partners, LLC | 0002079995 | Nov 14, 2025 | 165 | $139.5M |
| Gladwyn Financial Advisors, Inc. | 0002078684 | Oct 16, 2025 | 85 | $139.3M |
| Piper Sandler & Co. | 0000724683 | Nov 12, 2025 | 24 | $139.3M |