| Innovative Wealth Building LLC | 0002062596 | Nov 12, 2025 | 55 | $128.3M |
| Paladin Advisory Group, LLC | 0001899703 | Nov 5, 2025 | 239 | $128.3M |
| Freemont Management S.A. | 0001609120 | Nov 6, 2025 | 92 | $128.2M |
| Twin City Private Wealth, LLC | 0002021982 | Nov 4, 2025 | 100 | $128.1M |
| Piscataqua Savings Bank | 0001855835 | Oct 28, 2025 | 350 | $128.1M |
| Spartan Planning & Wealth Management | 0001749283 | Oct 14, 2025 | 76 | $128.1M |
| Flywheel Private Wealth LLC | 0002029680 | Oct 14, 2025 | 81 | $128.0M |
| Bright Futures Wealth Management, LLC. | 0001803980 | Nov 12, 2025 | 144 | $128.0M |
| Challenger Wealth Management | 0002057602 | Nov 14, 2025 | 64 | $127.9M |
| Delta Wealth Advisors LLC | 0001970701 | Oct 21, 2025 | 46 | $127.8M |
| Winnacle Wealth LLC | 0002079687 | Nov 4, 2025 | 573 | $127.7M |
| Pollock Investment Advisors, LLC | 0002049804 | Nov 10, 2025 | 41 | $127.7M |
| Investidor Profissional Gestao de Recursos Ltda. | 0001953154 | Nov 17, 2025 | 16 | $127.7M |
| Cushing Capital Partners, LLC | 0002054827 | Oct 15, 2025 | 82 | $127.7M |
| Richwood Investment Advisors, LLC | 0001911900 | Oct 16, 2025 | 100 | $127.6M |
| Reliant Investment Partners, LLC | 0002069207 | Oct 28, 2025 | 108 | $127.6M |
| Florin Court Capital LLP | 0001696263 | Nov 3, 2025 | 37 | $127.6M |
| Miramar Fiduciary Corp | 0001587301 | Nov 6, 2025 | 5 | $127.5M |
| Emmett Investment Management, LP | 0002042845 | Nov 14, 2025 | 23 | $127.3M |
| Eagle Bay Advisors LLC | 0001862864 | Oct 17, 2025 | 109 | $127.3M |
| Rede Wealth, LLC | 0001842054 | Oct 29, 2025 | 109 | $127.3M |
| Angel Oak Capital Advisors, LLC | 0001613158 | Nov 13, 2025 | 33 | $127.3M |
| LTG Capital LLC | 0001936987 | Dec 1, 2025 | 27 | $127.1M |
| Avanda Investment Management Pte. Ltd. | 0001650258 | Nov 7, 2025 | 28 | $127.0M |
| Siemens Pension Trust E V | 0001209767 | Nov 14, 2025 | 1 | $127.0M |
| White Knight Strategic Wealth Advisors, LLC | 0001904677 | Nov 14, 2025 | 90 | $127.0M |
| Platt Investment Counsel, LLC | 0001859195 | Oct 14, 2025 | 12 | $127.0M |
| Fairway Financial, LLC | 0001921009 | Oct 24, 2025 | 22 | $126.9M |
| Woodside Wealth Management LLC | 0002064883 | Nov 10, 2025 | 80 | $126.9M |
| North Berkeley Wealth Management, LLC | 0002062383 | Nov 4, 2025 | 65 | $126.7M |
| Benningfield Financial Advisors, LLC | 0002053653 | Nov 7, 2025 | 18 | $126.7M |
| Kids Capital Management, L.P. | 0001909180 | Nov 14, 2025 | 12 | $126.5M |
| Courant Investment Management LLC | 0001695426 | Oct 30, 2025 | 7 | $126.5M |
| BRIGHT VALLEY CAPITAL Ltd | 0001965546 | Nov 13, 2025 | 11 | $126.5M |
| Rahlfs Capital, LLC | 0002056410 | Nov 12, 2025 | 88 | $126.4M |
| Kuhn & Co Investment Counsel | 0002011958 | Oct 28, 2025 | 126 | $126.4M |
| FSA Advisors, Inc. | 0001905627 | Nov 12, 2025 | 141 | $126.3M |
| Canandaigua National Trust Co of Florida | 0001471384 | Oct 7, 2025 | 106 | $126.2M |
| LifePlan Financial, LLC | 0001739485 | Nov 13, 2025 | 83 | $126.2M |
| Signal Tree Financial Partners LLC | 0002069337 | Nov 14, 2025 | 48 | $126.2M |
| Somerset Group LLC | 0001567912 | Nov 10, 2025 | 60 | $126.2M |
| Edmp, Inc. | 0001016021 | Oct 21, 2025 | 69 | $126.2M |
| Lionshead Wealth Management, LLC | 0002056752 | Oct 10, 2025 | 103 | $126.1M |
| Seelaus Asset Management LLC | 0001705655 | Oct 31, 2025 | 181 | $126.0M |
| Guild Investment Management, Inc. | 0001317802 | Nov 5, 2025 | 50 | $126.0M |
| PSquared Asset Management AG | 0001623624 | Nov 13, 2025 | 9 | $126.0M |
| Planwiser Financial, LLC | 0002043741 | Nov 13, 2025 | 48 | $125.9M |
| LM Asset Management Inc. | 0002057190 | Nov 14, 2025 | 9 | $125.9M |
| ADG Wealth Management Group, LLC | 0002053824 | Oct 14, 2025 | 30 | $125.8M |
| Argus Investors' Counsel, Inc. | 0000007195 | Oct 28, 2025 | 110 | $125.8M |
| Crowley Wealth Management, Inc. | 0002055836 | Oct 21, 2025 | 415 | $125.7M |
| Fox Financial, Inc | 0002004131 | Nov 7, 2025 | 12 | $125.7M |
| Axim Planning & Wealth | 0001950607 | Nov 5, 2025 | 81 | $125.7M |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 0001896071 | Nov 14, 2025 | 2 | $125.6M |
| Yorktown Management & Research Co Inc | 0001313559 | Oct 29, 2025 | 206 | $125.4M |
| Slocum, Gordon & Co LLP | 0001993325 | Oct 17, 2025 | 56 | $125.4M |
| Marathon Partners Equity Management, LLC | 0001353311 | Nov 14, 2025 | 16 | $125.3M |
| Summit Financial Consulting LLC | 0002065794 | Oct 15, 2025 | 42 | $125.3M |
| Ascent Capital Management, LLC | 0001702492 | Nov 12, 2025 | 63 | $125.3M |
| Constant Guidance Financial LLC | 0001995383 | Nov 10, 2025 | 36 | $125.2M |
| Stephen J. Garry & Associates, LLC | 0002056402 | Nov 12, 2025 | 51 | $125.2M |
| Cook & Bynum Capital Management, LLC | 0001542280 | Nov 14, 2025 | 6 | $125.2M |
| Vanguard Capital Wealth Advisors | 0001730578 | Oct 30, 2025 | 134 | $125.1M |
| Hudson Executive Capital LP | 0001652522 | Nov 14, 2025 | 2 | $125.0M |
| Park Capital Management, LLC / WI | 0001998000 | Oct 16, 2025 | 74 | $125.0M |
| Clientfirst Wealth Management, LLC | 0001915494 | Nov 13, 2025 | 48 | $124.9M |
| Marathon Strategic Advisors, LLC | 0002021711 | Oct 9, 2025 | 50 | $124.9M |
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) | 0001910318 | Oct 27, 2025 | 1 | $124.8M |
| Rydar Equities, Inc. | 0002065487 | Oct 10, 2025 | 93 | $124.8M |
| Carbahal Olsen Financial Services Group, LLC | 0002052538 | Nov 5, 2025 | 37 | $124.6M |
| DKM Wealth Management, Inc. | 0002055833 | Oct 10, 2025 | 65 | $124.6M |
| Camelot Technology Advisors, Inc. | 0002021818 | Oct 15, 2025 | 54 | $124.5M |
| PCG Asset Management, LLC | 0002054906 | Dec 1, 2025 | 78 | $124.5M |
| K2 Financial Inc. | 0002044711 | Oct 16, 2025 | 58 | $124.5M |
| Christian Investment Advisors, Inc. | 0002055071 | Nov 4, 2025 | 11 | $124.5M |
| Arbor Capital Management Inc. | 0001027570 | Nov 3, 2025 | 105 | $124.4M |
| Wallace Advisory Group, LLC | 0001932645 | Oct 16, 2025 | 168 | $124.4M |
| Robert Wood Johnson Foundation | 0000315157 | Nov 4, 2025 | 2 | $124.4M |
| Qalhat Capital Ltd | 0001884252 | Nov 14, 2025 | 1 | $124.3M |
| Boreal Capital Management LLC | 0002080094 | Feb 13, 2026 | 525 | $124.2M |
| Fairman Group, LLC | 0002016719 | Oct 31, 2025 | 274 | $124.2M |
| Josh Arnold Investment Consultant, LLC | 0001911348 | Nov 14, 2025 | 13 | $124.1M |
| SCP Investment, LP | 0001730961 | Nov 7, 2025 | 40 | $124.1M |
| Hauser Brothers GmbH | 0001508236 | Nov 13, 2025 | 6 | $124.1M |
| Joel Adams & Associates, Inc. | 0002020459 | Nov 6, 2025 | 63 | $124.0M |
| Lakeshore Capital Group, Inc. | 0002057465 | Oct 17, 2025 | 79 | $123.9M |
| Orcam Financial Group | 0001905367 | Nov 12, 2025 | 55 | $123.8M |
| Diker Management LLC | 0001276525 | Nov 14, 2025 | 38 | $123.8M |
| Lesa Sroufe & Co | 0001492162 | Oct 23, 2025 | 69 | $123.8M |
| Ventas, Inc. | 0000740260 | Nov 14, 2025 | 1 | $123.8M |
| Fiduciary Advisors, Inc. | 0002047030 | Oct 14, 2025 | 97 | $123.8M |
| Integras Partners LLC | 0002055384 | Oct 23, 2025 | 61 | $123.8M |
| Oep Capital Advisors, L.P. | 0001817681 | Nov 14, 2025 | 1 | $123.7M |
| Outfitters Financial LLC | 0001846505 | Oct 23, 2025 | 75 | $123.7M |
| Elizabeth Park Capital Advisors, Ltd. | 0001600583 | Nov 13, 2025 | 48 | $123.6M |
| Intrinsic Value Partners, LLC | 0001910364 | Nov 14, 2025 | 67 | $123.5M |
| Yorktown Energy Partners Ix, L.P. | 0001503466 | Nov 14, 2025 | 2 | $123.3M |
| Vested Financial Planning, LLC | 0002044679 | Oct 29, 2025 | 30 | $123.3M |
| Epacria Capital Partners, LLC | 0001927623 | Nov 14, 2025 | 34 | $123.2M |
| Equity Wealth Partners, LLC | 0002097037 | Nov 17, 2025 | 80 | $123.2M |