| FMA Wealth Management, LLC | 0002011155 | Apr 14, 2026 | 38 | $150.3M |
| JCP Investment Management, LLC | 0001461945 | May 15, 2026 | 24 | $150.3M |
| Horizons Wealth Management | 0001943228 | Apr 2, 2026 | 166 | $150.3M |
| Wincap Financial LLC | 0002064588 | Apr 9, 2026 | 87 | $150.3M |
| Richmond Brothers, Inc. | 0001540462 | May 11, 2026 | 36 | $150.2M |
| Charter Research & Investment Group, Inc. | 0001666624 | May 12, 2026 | 86 | $150.1M |
| Gordian Advisors LLC | 0002011856 | Apr 27, 2026 | 55 | $150.1M |
| Magnolia Private Wealth, LLC | 0002055130 | Apr 21, 2026 | 134 | $150.1M |
| Floyd Financial Group LLC | 0002007613 | Apr 24, 2026 | 68 | $150.0M |
| Phil A. Younker & Associates, Ltd. | 0002063635 | Apr 17, 2026 | 36 | $150.0M |
| Thompson Davis & Co., Inc. | 0001017284 | Apr 16, 2026 | 141 | $149.9M |
| CPR Investments Inc. | 0001775053 | Apr 16, 2026 | 51 | $149.9M |
| Piedmont Capital Management, LLC | 0002108281 | Apr 21, 2026 | 119 | $149.9M |
| Lakeside Advisors, INC. | 0001913467 | May 1, 2026 | 65 | $149.8M |
| Genesis Wealth Advisors, LLC | 0001637241 | May 4, 2026 | 64 | $149.8M |
| Evansbrook LLC | 0002069478 | Jun 4, 2026 | 117 | $149.8M |
| VERITY Wealth Advisors | 0001763138 | Apr 9, 2026 | 81 | $149.7M |
| Thryve Wealth Management LLC | 0002113283 | May 14, 2026 | 43 | $149.7M |
| Accelerate Investment Advisors LLC | 0002035216 | Apr 13, 2026 | 133 | $149.7M |
| J.E. Simmons & Co., P.C. | 0002111381 | Apr 21, 2026 | 66 | $149.5M |
| Wright Wealth LLC | 0002046147 | May 15, 2026 | 51 | $149.5M |
| Zeit Capital LLC | 0001808163 | May 5, 2026 | 52 | $149.4M |
| HC Advisors, LLC | 0001803295 | May 5, 2026 | 60 | $149.4M |
| Community Bank of Raymore | 0001599923 | Apr 17, 2026 | 74 | $149.3M |
| Gibson Wealth Advisors LLC | 0001911266 | Apr 14, 2026 | 37 | $149.2M |
| Valley Brook Capital Group, Inc. | 0001851418 | May 8, 2026 | 112 | $149.2M |
| Forthright Family Wealth Advisory LLC | 0002008648 | May 13, 2026 | 63 | $149.1M |
| Genesis Financial Group, LLC | 0002097587 | May 18, 2026 | 93 | $149.1M |
| Rainier Family Wealth Inc. | 0002073596 | Apr 17, 2026 | 93 | $149.1M |
| Mainstream Capital Management LLC | 0002043084 | Apr 17, 2026 | 88 | $149.1M |
| Systrade AG | 0001818160 | Apr 8, 2026 | 11 | $149.0M |
| Cathy Pareto & Associates, Inc. | 0002045974 | Apr 14, 2026 | 96 | $149.0M |
| Graphene Investments SAS | 0001965776 | May 6, 2026 | 44 | $149.0M |
| Atala Financial Inc | 0002053756 | Apr 10, 2026 | 117 | $148.9M |
| Tribune Investment Group LP | 0002000730 | May 14, 2026 | 25 | $148.9M |
| Ariose Capital Management Ltd | 0001665925 | Apr 28, 2026 | 15 | $148.9M |
| Northeast Planning Associates, Inc. / NH / | 0001914515 | Apr 27, 2026 | 55 | $148.9M |
| Clark Wealth Partners | 0002107657 | May 12, 2026 | 604 | $148.9M |
| DUTCH ASSET Corp | 0002115141 | May 8, 2026 | 95 | $148.8M |
| CogentBlue Wealth Advisors, LLC | 0002054047 | Apr 16, 2026 | 78 | $148.7M |
| Keystone Financial Services, LLC | 0002046033 | Apr 21, 2026 | 58 | $148.7M |
| KM Capital Management Ltd. | 0001963514 | May 15, 2026 | 76 | $148.6M |
| Flavin Financial Services, Inc. | 0002052798 | May 7, 2026 | 72 | $148.6M |
| McAlvany Wealth Management LLC | 0002123857 | May 6, 2026 | 41 | $148.5M |
| Pinnacle Wealth Management, LLC | 0001911464 | Apr 21, 2026 | 25 | $148.5M |
| Hopwood Financial Services, Inc. | 0002023166 | May 7, 2026 | 83 | $148.4M |
| Bannerman Wealth Management Group, LLC | 0002058816 | Apr 13, 2026 | 32 | $148.4M |
| Clark & Stuart, Inc | 0002048750 | Apr 13, 2026 | 49 | $148.4M |
| Bank & Trust Co | 0002026082 | Apr 13, 2026 | 304 | $148.4M |
| Gallagher Capital Advisors, LLC | 0002034519 | May 5, 2026 | 65 | $148.4M |
| Randall & Associates Wealth Management | 0002011901 | Apr 21, 2026 | 56 | $148.4M |
| Magnolia Capital Management Ltd. | 0001802361 | May 4, 2026 | 74 | $148.3M |
| JDH Wealth Management, LLC | 0002022512 | Apr 16, 2026 | 54 | $148.3M |
| Corepath Wealth Partners LLC | 0001845838 | Apr 10, 2026 | 41 | $148.3M |
| Rockbridge Asset Management LLC | 0002056320 | May 15, 2026 | 26 | $148.3M |
| Lakehouse Capital Pty Ltd | 0001844830 | Apr 9, 2026 | 13 | $148.2M |
| UG Investment Advisers Ltd. | 0001697814 | Apr 23, 2026 | 15 | $148.2M |
| Authentikos Wealth Advisory, LLC | 0001967054 | May 7, 2026 | 70 | $148.1M |
| Jacksonville Wealth Management, LLC | 0002048486 | Apr 28, 2026 | 68 | $148.1M |
| S. R. Schill & Associates | 0001616004 | May 1, 2026 | 29 | $148.0M |
| Foundation Wealth Management, LLC | 0001966351 | May 4, 2026 | 44 | $148.0M |
| DMC Group, LLC | 0001893403 | Apr 30, 2026 | 141 | $148.0M |
| MQS Management LLC | 0001759395 | Apr 23, 2026 | 366 | $148.0M |
| U S Wealth Group, Llc. | 0001554427 | Sep 10, 2026 | 41 | $147.9M |
| Orleans Capital Management Corp. | 0001013234 | May 14, 2026 | 106 | $147.9M |
| 1620 Investment Advisors, Inc. | 0001907281 | May 13, 2026 | 658 | $147.8M |
| Cannon Wealth Management Services, LLC | 0002043725 | May 5, 2026 | 85 | $147.8M |
| Robinson Smith Wealth Advisors LLC | 0002008554 | Apr 30, 2026 | 84 | $147.8M |
| North Dallas Bank & Trust Co. | 0002035144 | May 14, 2026 | 109 | $147.8M |
| Northern Lights Advisors, Inc. | 0002127798 | Apr 21, 2026 | 57 | $147.6M |
| Davis Capital Management | 0001811806 | Apr 16, 2026 | 589 | $147.5M |
| Wynnefield Capital Inc. | 0001251567 | May 15, 2026 | 9 | $147.5M |
| Sagace Wealth Management LLC | 0002027449 | Apr 29, 2026 | 69 | $147.5M |
| SwitchPoint Financial Planning, LLC | 0002055526 | Apr 30, 2026 | 64 | $147.5M |
| JP Wealth Management, Inc. | 0001967622 | Apr 15, 2026 | 15 | $147.5M |
| Campion Asset Management | 0001843492 | May 14, 2026 | 82 | $147.4M |
| Arbiter Partners Capital Management LLC | 0001513193 | May 12, 2026 | 40 | $147.4M |
| Paradigm, Strategies in Wealth Management, LLC | 0001859579 | May 7, 2026 | 55 | $147.4M |
| Entruity Wealth, LLC | 0001719303 | May 8, 2026 | 46 | $147.3M |
| Processus Wealth & Capital Management, LLC | 0002014209 | May 12, 2026 | 35 | $147.3M |
| Strategent Financial, LLC | 0002052737 | Apr 20, 2026 | 41 | $147.2M |
| Sandler Capital Management | 0001000742 | May 15, 2026 | 100 | $147.2M |
| Brian Low Financial Group, LLC | 0002079080 | Apr 20, 2026 | 116 | $147.2M |
| Lighthouse Wealth Management Inc. | 0002042810 | Apr 23, 2026 | 43 | $147.2M |
| Pinnacle West Asset Management, Inc. | 0001975730 | May 15, 2026 | 114 | $147.1M |
| Krane Financial Solutions LLC | 0002136913 | May 29, 2026 | 48 | $147.1M |
| Income Insurance Ltd | 0002022801 | May 11, 2026 | 164 | $147.1M |
| Yorkville Advisors Global, LP | 0001838613 | May 13, 2026 | 38 | $147.0M |
| Philadelphia Investment Partners, LLC | 0002131511 | May 5, 2026 | 185 | $147.0M |
| Slocum, Gordon & Co LLP | 0001993325 | Apr 15, 2026 | 64 | $147.0M |
| Tide Cove Capital Partners LLC | 0002029464 | Apr 28, 2026 | 13 | $146.9M |
| Lesa Sroufe & Co | 0001492162 | Apr 27, 2026 | 68 | $146.9M |
| Moulton Wealth Management, Inc. | 0001792510 | Apr 8, 2026 | 52 | $146.9M |
| MontVue Capital Management, Inc. | 0002008758 | Apr 16, 2026 | 67 | $146.7M |
| KOM Wealth Management Group, LLC | 0001804116 | Apr 23, 2026 | 89 | $146.7M |
| Sound Financial Strategies Group, LLC | 0001800620 | May 8, 2026 | 111 | $146.5M |
| Wealthgarden F.S. LLC | 0002023633 | May 4, 2026 | 165 | $146.5M |
| Broadview Financial Management, LLC | 0001697024 | May 4, 2026 | 40 | $146.4M |
| SpringVest Wealth Management LLC | 0002058986 | Apr 21, 2026 | 67 | $146.4M |
| Greycroft LP | 0001910274 | May 15, 2026 | 14 | $146.3M |