| Phillips Wealth Planners LLC | 0001962628 | Aug 7, 2026 | 217 | $135.8M |
| Core Wealth Advisors, LLC | 0002110114 | Aug 4, 2026 | 35 | $135.7M |
| Donalies Financial Planning, LLC | 0002111587 | Aug 6, 2026 | 78 | $135.7M |
| Telligent Fund, LP | 0001470723 | Aug 11, 2026 | 23 | $135.7M |
| Valor Advisors LLC | 0002108599 | Aug 14, 2026 | 32 | $135.7M |
| MRP Capital Investments, LLC | 0001964831 | Aug 10, 2026 | 223 | $135.7M |
| Ulland Investment Advisors, LLC | 0001911497 | Jul 16, 2026 | 227 | $135.6M |
| Targeted Financial Services LLC | 0001758288 | Jul 16, 2026 | 63 | $135.5M |
| Tsai Capital Corp | 0001574850 | Aug 13, 2026 | 17 | $135.3M |
| 180 GPS Investments IC Ltd | 0002077902 | Aug 6, 2026 | 23 | $135.3M |
| Granite Islands Private Wealth, LLC | 0002111372 | Jul 21, 2026 | 78 | $135.2M |
| Lakeshore Capital Group, Inc. | 0002057465 | Jul 31, 2026 | 74 | $135.1M |
| Barnett & Company, Inc. | 0001426588 | Aug 12, 2026 | 86 | $135.1M |
| Titan Investment Management LLC | 0002112547 | Aug 3, 2026 | 38 | $135.1M |
| BFI Wealth Solutions, LLC | 0002110651 | Aug 7, 2026 | 82 | $135.0M |
| Benningfield Financial Advisors, LLC | 0002053653 | Jul 30, 2026 | 19 | $135.0M |
| Western Reserve Capital Management, LLC | 0002110357 | Jul 21, 2026 | 53 | $134.9M |
| Piper Sandler & Co. | 0000724683 | Jul 28, 2026 | 19 | $134.9M |
| Stirlingshire Investments, Inc. | 0001829271 | Jul 31, 2026 | 221 | $134.9M |
| Poinciana Advisors Group, LLC | 0002054543 | Jul 28, 2026 | 113 | $134.8M |
| Andrew Hill Investment Advisors, Inc. | 0001897071 | Jul 15, 2026 | 57 | $134.7M |
| Oath Planning, LLC | 0002109944 | Jul 24, 2026 | 71 | $134.7M |
| RM Financial Services, LLC | 0002109852 | Aug 4, 2026 | 79 | $134.6M |
| VanWeelden Wealth Management, LLC | 0001740451 | Aug 12, 2026 | 19 | $134.6M |
| RD Lewis Holdings, Inc. | 0002046179 | Aug 12, 2026 | 87 | $134.6M |
| BLVD Private Wealth, LLC | 0002079537 | Jul 23, 2026 | 71 | $134.6M |
| Summitas Investment Management LLC | 0002134540 | Aug 14, 2026 | 10 | $134.6M |
| Life Planning Partners, Inc | 0001910934 | Jul 22, 2026 | 71 | $134.5M |
| Obsidian Cio, LLC | 0001843581 | Aug 3, 2026 | 221 | $134.5M |
| Cook & Bynum Capital Management, LLC | 0001542280 | Aug 14, 2026 | 6 | $134.5M |
| Tenet Wealth Partners, LLC | 0002149209 | Aug 7, 2026 | 101 | $134.5M |
| Athena Wealth Management, LLC | 0002128243 | Jul 21, 2026 | 104 | $134.5M |
| Talisman Wealth Advisors LLC | 0001962685 | Aug 14, 2026 | 110 | $134.4M |
| PeakShares LLC | 0002113507 | Aug 11, 2026 | 122 | $134.4M |
| Valtrion Capital Management, LLC | 0002072223 | Aug 14, 2026 | 103 | $134.4M |
| Hingham Institution for Savings | 0002044671 | Jul 21, 2026 | 15 | $134.3M |
| Boreal Capital Management LLC | 0002080094 | Aug 13, 2026 | 507 | $134.3M |
| Kraematon Investment Advisors, Inc. | 0001910852 | Jul 24, 2026 | 103 | $134.3M |
| Vista Cima Wealth Management LLC | 0002055907 | Aug 10, 2026 | 49 | $134.3M |
| LWM Advisors Inc. | 0002067328 | Jul 9, 2026 | 37 | $134.1M |
| Arnold Financial Planning LLC | 0002107020 | Jul 14, 2026 | 41 | $134.1M |
| Waystone Advisors LLC | 0002055997 | Jul 16, 2026 | 110 | $134.1M |
| Freestate Advisors LLC | 0001660328 | Jul 9, 2026 | 42 | $133.9M |
| Prairieview Wealth Partners, LLC | 0002011194 | Aug 5, 2026 | 29 | $133.9M |
| Integrated Wealthcare, LLC | 0001962105 | Jul 24, 2026 | 29 | $133.9M |
| Lexington Partners L.P. | 0001621157 | Aug 7, 2026 | 2 | $133.8M |
| Paragon Capital Management Inc. | 0002038506 | Jul 22, 2026 | 71 | $133.8M |
| Bayview Asset Management, LLC | 0001767366 | Aug 14, 2026 | 44 | $133.8M |
| Paller Financial Services Inc | 0002095931 | Jul 7, 2026 | 44 | $133.8M |
| Momentum Wealth Planning, LLC | 0002087652 | Aug 5, 2026 | 33 | $133.7M |
| McAlvany Wealth Management LLC | 0002123857 | Jul 23, 2026 | 48 | $133.7M |
| Eagle Bay Advisors LLC | 0001862864 | Aug 3, 2026 | 141 | $133.6M |
| DWR Wealth Management, LLC | 0002123012 | Jul 8, 2026 | 56 | $133.6M |
| Cannae Holdings, Inc. | 0001704720 | Jul 14, 2026 | 2 | $133.6M |
| Elevation Wealth Management LLC | 0002093518 | Jul 29, 2026 | 145 | $133.6M |
| Nightview Capital, LLC | 0001680843 | Jul 23, 2026 | 14 | $133.5M |
| Northeast Planning Associates, Inc. / NH / | 0001914515 | Jul 30, 2026 | 65 | $133.5M |
| Carter Financial, LLC | 0002115533 | Aug 13, 2026 | 33 | $133.4M |
| Capstone Wealth Management, Inc. | 0002112205 | Aug 13, 2026 | 48 | $133.2M |
| Harbor Asset Planning, Inc. | 0002077050 | Jul 22, 2026 | 416 | $133.2M |
| Aldebaran Capital, LLC | 0001448430 | Aug 14, 2026 | 39 | $133.1M |
| Winter & Associates, Inc. | 0002109063 | Jul 9, 2026 | 85 | $133.1M |
| Alpha Advisors, LLC | 0002095967 | Aug 13, 2026 | 51 | $133.1M |
| Perkins Capital Management Inc. | 0000884300 | Jul 24, 2026 | 79 | $133.0M |
| Bain Capital Venture Investors, LLC | 0001309469 | Aug 14, 2026 | 3 | $132.8M |
| Sherman Wealth Management LLC | 0002096110 | Jul 9, 2026 | 84 | $132.8M |
| Jacobs Asset Management, LLC | 0001351063 | Aug 14, 2026 | 21 | $132.8M |
| R.H. Investment Group, LLC | 0002048733 | Aug 7, 2026 | 47 | $132.8M |
| Severin Investments, LLC | 0001763454 | Aug 14, 2026 | 174 | $132.7M |
| Frisco Financial Planning LLC | 0002133972 | Jul 2, 2026 | 29 | $132.7M |
| Centrica Wealth Management, LLC | 0002149835 | Aug 13, 2026 | 7 | $132.7M |
| New Covenant Trust Company, N.A. | 0002023097 | Jul 14, 2026 | 107 | $132.7M |
| Orvieto Partners, L.P. | 0002052484 | Aug 13, 2026 | 42 | $132.6M |
| H&F Corporate Investors VIII, Ltd. | 0001767563 | Aug 12, 2026 | 1 | $132.6M |
| Daventry Group, LP | 0001823718 | Aug 14, 2026 | 11 | $132.5M |
| Dynamic Financial Group | 0002061178 | Jul 27, 2026 | 76 | $132.4M |
| New Dimensions Wealth Management, LLC | 0002068447 | Aug 12, 2026 | 21 | $132.4M |
| North Capital, Inc. | 0002065938 | Jul 14, 2026 | 102 | $132.4M |
| Kampmann Melissa S. | 0001999898 | Jul 29, 2026 | 44 | $132.3M |
| Cedarwood Wealth LLC | 0002114448 | Jul 23, 2026 | 96 | $132.3M |
| Hudson Portfolio Management LLC | 0001847700 | Aug 12, 2026 | 117 | $132.3M |
| Luts & Greenleigh Group, Inc. | 0001967844 | Aug 7, 2026 | 105 | $132.2M |
| Vilga Financial Planning LLC | 0002083456 | Jul 9, 2026 | 93 | $132.0M |
| McCartney Wealth Management LLC | 0002110693 | Aug 3, 2026 | 65 | $131.9M |
| Quantedge Capital Pte Ltd | 0001561418 | Aug 6, 2026 | 49 | $131.9M |
| Finward Bancorp | 0000919864 | Jul 16, 2026 | 107 | $131.9M |
| Tortuga Wealth Management, Inc | 0002118051 | Jul 31, 2026 | 135 | $131.8M |
| Kane Co Wealth Management, Inc. | 0002109915 | Jul 28, 2026 | 53 | $131.8M |
| Kelsey Financial, LLC | 0002022609 | Aug 10, 2026 | 65 | $131.8M |
| First Growth Capital LLC | 0002112081 | Jul 16, 2026 | 136 | $131.8M |
| Sivik Global Healthcare LLC | 0001596452 | Jul 20, 2026 | 34 | $131.7M |
| Nest Investments, LLC | 0001948755 | Aug 14, 2026 | 34 | $131.6M |
| Benjamin Joseph Floyd Dba Floyd Capital Management | 0001535254 | Jul 1, 2026 | 1 | $131.5M |
| Nan Fung Group Holdings Ltd | 0001782539 | Aug 13, 2026 | 25 | $131.5M |
| Stonepine Capital Management, LLC | 0001440771 | Aug 17, 2026 | 72 | $131.4M |
| Waycross Investment Management Co | 0001922448 | Jul 14, 2026 | 59 | $131.3M |
| US Asset Management LLC | 0001882673 | Aug 12, 2026 | 112 | $131.3M |
| Emissary Wealth LLC | 0002107252 | Jul 28, 2026 | 63 | $131.3M |
| Larry Mathis Financial Planning, LLC | 0002118274 | Jul 27, 2026 | 150 | $131.3M |
| Morgens Waterfall Vintiadis & Co. Inc. | 0001016150 | Aug 14, 2026 | 18 | $131.2M |