| Turn8 Private Wealth Inc. | 0002070026 | Nov 7, 2025 | 44 | $139.3M |
| Robinson Smith Wealth Advisors LLC | 0002008554 | Nov 3, 2025 | 89 | $139.3M |
| Hartmann Taylor Wealth Management, LLC | 0002058267 | Oct 20, 2025 | 51 | $139.3M |
| Oder Investment Management, LLC | 0001845109 | Nov 10, 2025 | 98 | $139.3M |
| Accel Growth Fund V Associates L.L.C. | 0001767987 | Nov 13, 2025 | 2 | $139.2M |
| Steinberg Asset Management LLC | 0001169883 | Nov 14, 2025 | 39 | $139.2M |
| Robinson Capital Management, LLC | 0001599795 | Nov 14, 2025 | 92 | $139.1M |
| Winebrenner Capital Management LLC | 0002047728 | Oct 31, 2025 | 137 | $139.1M |
| Seek First Inc. | 0002060504 | Nov 12, 2025 | 59 | $139.1M |
| Ipsen Advisor Group LLC | 0001964922 | Nov 6, 2025 | 103 | $139.0M |
| Templeton & Phillips Capital Management, LLC | 0001961304 | Nov 6, 2025 | 51 | $139.0M |
| Visa Foundation | 0001709478 | Nov 5, 2025 | 1 | $138.9M |
| Absoluto Partners Gestao de Recursos Ltda | 0001847566 | Mar 3, 2026 | 31 | $138.6M |
| Pine Haven Investment Counsel, Inc | 0001899753 | Oct 21, 2025 | 117 | $138.5M |
| CVFG LLC | 0002050974 | Nov 10, 2025 | 99 | $138.4M |
| Dahring | Cusmano LLC | 0002053669 | Nov 7, 2025 | 53 | $138.4M |
| Farley Capital L.P. | 0001479465 | Nov 12, 2025 | 17 | $138.4M |
| American Alpha Advisors, LLC | 0002041441 | Oct 29, 2025 | 86 | $138.4M |
| Asset Planning,Inc | 0002048547 | Oct 23, 2025 | 294 | $138.2M |
| Bislett Management, LLC | 0001425041 | Nov 13, 2025 | 16 | $138.1M |
| Generation Capital Management LLC | 0002054384 | Nov 7, 2025 | 80 | $138.1M |
| SwitchPoint Financial Planning, LLC | 0002055526 | Nov 13, 2025 | 61 | $138.1M |
| Persistent Asset Partners Ltd | 0002056052 | Jan 15, 2026 | 149 | $138.1M |
| Sherrill & Hutchins Financial Advisory, Inc | 0002005607 | Oct 8, 2025 | 12 | $138.0M |
| Black Maple Capital Management LP | 0001588959 | Nov 14, 2025 | 76 | $138.0M |
| Paladin Wealth, LLC | 0002040377 | Oct 14, 2025 | 111 | $137.9M |
| Lansing Management LP | 0001691908 | Nov 14, 2025 | 9 | $137.8M |
| Merkkuri Wealth Advisors LLC | 0002040317 | Oct 29, 2025 | 80 | $137.8M |
| Glenorchy Capital Ltd | 0002008506 | Oct 30, 2025 | 58 | $137.8M |
| Corepath Wealth Partners LLC | 0001845838 | Nov 10, 2025 | 39 | $137.8M |
| Seneschal Advisors, LLC | 0002039659 | Nov 14, 2025 | 589 | $137.8M |
| Randall & Associates Wealth Management | 0002011901 | Oct 16, 2025 | 47 | $137.8M |
| Dean, Jacobson Financial Services, LLC | 0001869456 | Dec 9, 2025 | 16 | $137.6M |
| Elevate Wealth Advisory, Inc. | 0002011651 | Oct 24, 2025 | 121 | $137.6M |
| Asset Value Investors Ltd | 0001870300 | Oct 20, 2025 | 3 | $137.6M |
| Audent Global Asset Management, LLC | 0001834874 | Nov 4, 2025 | 51 | $137.5M |
| Moulton Wealth Management, Inc. | 0001792510 | Oct 8, 2025 | 45 | $137.5M |
| Towerview LLC | 0001166573 | Nov 4, 2025 | 16 | $137.4M |
| Perissos Private Wealth Management, LLC | 0002023071 | Nov 14, 2025 | 83 | $137.3M |
| Hummer Financial Advisory Services Inc | 0001802279 | Oct 9, 2025 | 114 | $137.3M |
| Cottonwood Capital Advisors, LLC | 0001903321 | Oct 22, 2025 | 87 | $137.3M |
| Latash Investments, LLC | 0001317961 | Nov 12, 2025 | 17 | $137.2M |
| Littlejohn Financial Services, Inc. | 0002031637 | Oct 28, 2025 | 61 | $137.2M |
| Kampmann Melissa S. | 0001999898 | Oct 9, 2025 | 40 | $137.2M |
| Sound Financial Strategies Group, LLC | 0001800620 | Oct 23, 2025 | 108 | $137.0M |
| Life Planning Partners, Inc | 0001910934 | Oct 24, 2025 | 70 | $136.9M |
| Clayton Financial Group LLC | 0002011212 | Oct 15, 2025 | 278 | $136.9M |
| Aspire Growth Partners LLC | 0002055568 | Nov 3, 2025 | 118 | $136.8M |
| Balanced Rock Investment Advisors LLC | 0002011851 | Nov 14, 2025 | 96 | $136.8M |
| Rik Saylor Financial, Inc. | 0002045268 | Nov 4, 2025 | 83 | $136.7M |
| Nicholas Wealth, LLC. | 0001911391 | Feb 17, 2026 | 85 | $136.7M |
| Stage Harbor Financial, LLC | 0001934721 | Nov 3, 2025 | 57 | $136.7M |
| Enhancing Capital LLC | 0001909572 | Nov 13, 2025 | 87 | $136.7M |
| Broadwater Capital Management LLC | 0002084339 | Feb 3, 2026 | 217 | $136.6M |
| AGH Wealth Advisors, LLC | 0002061010 | Nov 3, 2025 | 124 | $136.4M |
| Schrum Private Wealth Management LLC | 0001914987 | Nov 10, 2025 | 129 | $136.4M |
| Magnolia Private Wealth, LLC | 0002055130 | Nov 6, 2025 | 109 | $136.4M |
| Forefront Wealth Management Inc. | 0001904828 | Oct 28, 2025 | 69 | $136.4M |
| Palliser Capital (UK) Ltd | 0001881490 | Nov 14, 2025 | 6 | $136.3M |
| Wall Street Financial Group, Inc. | 0002019337 | Jan 16, 2026 | 101 | $136.2M |
| Jacksonville Wealth Management, LLC | 0002048486 | Nov 4, 2025 | 68 | $136.2M |
| Lauer Wealth, LLC | 0001860063 | Oct 20, 2025 | 57 | $136.1M |
| Cornerstone Select Advisors, LLC | 0002055366 | Nov 14, 2025 | 110 | $136.0M |
| SpringVest Wealth Management LLC | 0002058986 | Nov 5, 2025 | 65 | $136.0M |
| SageOak Financial, LLC | 0002055829 | Oct 28, 2025 | 32 | $136.0M |
| Corus Family Wealth Advisors | 0001894830 | Nov 18, 2025 | 66 | $136.0M |
| Durante & Waters, LLC | 0001666582 | Nov 5, 2025 | 33 | $136.0M |
| Wallace Hart LLC | 0002018963 | Nov 4, 2025 | 45 | $136.0M |
| Moon Capital Management LP | 0001387303 | Feb 17, 2026 | 11 | $135.9M |
| Amara Financial, Llc. | 0001934965 | Nov 10, 2025 | 47 | $135.8M |
| Diamant Asset Management, Inc. | 0001731124 | Oct 29, 2025 | 71 | $135.8M |
| Bannerman Wealth Management Group, LLC | 0002058816 | Oct 15, 2025 | 31 | $135.7M |
| Morey & Quinn Wealth Partners, LLC | 0002055521 | Oct 28, 2025 | 131 | $135.7M |
| HFG Advisors, Inc. | 0001911087 | Nov 12, 2025 | 105 | $135.6M |
| Hestia Capital Management, LLC | 0001815344 | Oct 28, 2025 | 3 | $135.6M |
| Ridgeline Wealth, LLC | 0001934226 | Oct 10, 2025 | 51 | $135.5M |
| Systrade AG | 0001818160 | Oct 9, 2025 | 12 | $135.4M |
| Bank & Trust Co | 0002026082 | Oct 6, 2025 | 287 | $135.4M |
| Amitell Capital Pte Ltd | 0001807559 | Nov 12, 2025 | 42 | $135.2M |
| Sierra Legacy Group | 0002056766 | Oct 29, 2025 | 67 | $135.1M |
| Barrier Capital Management, LLC | 0001909089 | Nov 14, 2025 | 12 | $135.1M |
| Pacific Financial Group Inc. | 0001279926 | Nov 12, 2025 | 61 | $135.0M |
| Floyd Financial Group LLC | 0002007613 | Oct 29, 2025 | 60 | $135.0M |
| Eschler Asset Management LLP | 0001910874 | Nov 13, 2025 | 67 | $134.9M |
| Muirfield Wealth Advisors LLC | 0002014898 | Nov 12, 2025 | 73 | $134.9M |
| Koa Wealth Management, LLC | 0002022118 | Oct 28, 2025 | 57 | $134.8M |
| Murphy & Mullick Capital Management Corp | 0002047271 | Nov 7, 2025 | 679 | $134.8M |
| Clio Asset Management LLC | 0001986196 | Oct 21, 2025 | 14 | $134.7M |
| Burr Financial Services, LLC | 0001966297 | Oct 17, 2025 | 28 | $134.6M |
| Blue Capital, Inc. | 0002032856 | Nov 14, 2025 | 85 | $134.6M |
| GK Wealth Management LLC | 0002069222 | Nov 6, 2025 | 173 | $134.6M |
| Marvin & Palmer Associates Inc. | 0000860645 | Nov 13, 2025 | 27 | $134.6M |
| Copia Wealth Management | 0002058771 | Oct 31, 2025 | 473 | $134.6M |
| NCP Inc. | 0002023709 | Nov 13, 2025 | 51 | $134.5M |
| Monimus Capital Management, LP | 0001848831 | Nov 14, 2025 | 55 | $134.4M |
| Bey-Douglas LLC | 0002011271 | Oct 30, 2025 | 65 | $134.4M |
| Medici Capital LLC | 0001777234 | Nov 13, 2025 | 31 | $134.4M |
| Kamunting Street Capital Management, L.P. | 0001317267 | Nov 14, 2025 | 17 | $134.4M |
| Redwood Park Advisors LLC | 0002056274 | Nov 14, 2025 | 320 | $134.3M |
| Mountain Lake Investment Management LLC | 0001308555 | Nov 14, 2025 | 26 | $134.3M |