| Alterna Wealth Management, Inc. | 0001767699 | Aug 11, 2025 | 105 | $124.9M |
| Walnut Level Capital LLC | 0001803088 | Aug 14, 2025 | 34 | $124.9M |
| Morey & Quinn Wealth Partners, LLC | 0002055521 | Jul 23, 2025 | 129 | $125.0M |
| SageOak Financial, LLC | 0002055829 | Aug 8, 2025 | 32 | $125.0M |
| Kennon-Green & Company, LLC | 0001963352 | Jul 28, 2025 | 41 | $125.0M |
| White & Co Financial Planning Inc | 0002039300 | Jul 22, 2025 | 19 | $125.0M |
| Birch Financial Group, LLC | 0002083592 | Oct 31, 2025 | 116 | $125.0M |
| PUREfi Wealth, LLC | 0002001520 | Jul 22, 2025 | 156 | $125.1M |
| Robinson Smith Wealth Advisors LLC | 0002008554 | Aug 6, 2025 | 91 | $125.1M |
| Centricity Wealth Management, LLC | 0002054645 | Jul 18, 2025 | 430 | $125.1M |
| Magnolia Capital Management Ltd. | 0001802361 | Jul 23, 2025 | 75 | $125.2M |
| Sequent Asset Management, LLC | 0001509550 | Jul 31, 2025 | 65 | $125.2M |
| denkapparat Operations GmbH | 0001999514 | Aug 8, 2025 | 242 | $125.3M |
| Crown Advisors Management, Inc. | 0001733248 | Aug 5, 2025 | 39 | $125.4M |
| Elevate Capital Advisors, LLC | 0001909571 | Jul 22, 2025 | 67 | $125.5M |
| J2 Capital Management Inc | 0001586882 | Jul 21, 2025 | 116 | $125.5M |
| Coastwise Capital Group, LLC | 0001934500 | Jul 11, 2025 | 124 | $125.6M |
| Muirfield Wealth Advisors LLC | 0002014898 | Jul 25, 2025 | 70 | $125.6M |
| Life Planning Partners, Inc | 0001910934 | Jul 21, 2025 | 65 | $125.6M |
| EJF Capital LP | 0001353254 | Aug 14, 2025 | 71 | $125.7M |
| Acuitas Investments, LLC | 0001524828 | Jul 31, 2025 | 53 | $125.7M |
| Wallace Hart LLC | 0002018963 | Aug 14, 2025 | 44 | $125.7M |
| Illumine Investment Management, LLC | 0002052970 | Aug 7, 2025 | 87 | $125.7M |
| Ategra Capital Management, LLC | 0001741369 | Aug 14, 2025 | 19 | $125.8M |
| Instrumental Wealth, LLC | 0001976010 | Jul 16, 2025 | 59 | $125.8M |
| Koa Wealth Management, LLC | 0002022118 | Jul 29, 2025 | 53 | $125.9M |
| CVFG LLC | 0002050974 | Aug 7, 2025 | 97 | $126.1M |
| Emmett Investment Management, LP | 0002042845 | Aug 14, 2025 | 24 | $126.1M |
| Legacy Advisory Services, LLC | 0002068847 | Aug 14, 2025 | 45 | $126.1M |
| KOM Wealth Management Group, LLC | 0001804116 | Jul 16, 2025 | 85 | $126.2M |
| HFG Advisors, Inc. | 0001911087 | Aug 5, 2025 | 97 | $126.2M |
| Tide Cove Capital Partners LLC | 0002029464 | Jul 29, 2025 | 11 | $126.3M |
| Blue Water Life Science Advisors, LP | 0001789778 | Aug 14, 2025 | 8 | $126.3M |
| Exchange Bank | 0002001155 | Jul 9, 2025 | 120 | $126.4M |
| Bank & Trust Co | 0002026082 | Jul 14, 2025 | 288 | $126.4M |
| Generation Capital Management LLC | 0002054384 | Aug 13, 2025 | 76 | $126.4M |
| Chico Wealth RIA | 0001926037 | Jul 14, 2025 | 33 | $126.4M |
| Perissos Private Wealth Management, LLC | 0002023071 | Jul 31, 2025 | 71 | $126.5M |
| Cook & Bynum Capital Management, LLC | 0001542280 | Aug 14, 2025 | 6 | $126.5M |
| Rydar Equities, Inc. | 0002065487 | Sep 30, 2025 | 95 | $126.5M |
| Processus Wealth & Capital Management, LLC | 0002014209 | Jul 16, 2025 | 33 | $126.6M |
| Finward Bancorp | 0000919864 | Aug 18, 2025 | 101 | $126.6M |
| Seneschal Advisors, LLC | 0002039659 | Aug 14, 2025 | 39 | $126.8M |
| Comprehensive Financial Planning, Inc. | 0002044855 | Aug 8, 2025 | 337 | $127.0M |
| TAM Capital Management Inc. | 0001594591 | Aug 15, 2025 | 5 | $127.0M |
| Durante & Waters, LLC | 0001666582 | Jul 30, 2025 | 32 | $127.1M |
| Barnett & Company, Inc. | 0001426588 | Aug 14, 2025 | 78 | $127.1M |
| Steadtrust LLC | 0002097595 | Jan 21, 2026 | 115 | $127.3M |
| Pine Haven Investment Counsel, Inc | 0001899753 | Jul 15, 2025 | 111 | $127.3M |
| Balanced Rock Investment Advisors LLC | 0002011851 | Aug 14, 2025 | 96 | $127.4M |
| Farley Capital L.P. | 0001479465 | Jul 30, 2025 | 17 | $127.5M |
| Haven Global Partners, LLC | 0002051846 | Aug 12, 2025 | 10 | $127.5M |
| Clio Asset Management LLC | 0001986196 | Jul 14, 2025 | 15 | $127.5M |
| Good Steward Wealth Advisors,LLC | 0002060772 | Jul 7, 2025 | 94 | $127.6M |
| Blodgett Wealth Advisors, LLC | 0001907826 | Jul 9, 2025 | 61 | $127.6M |
| Tiptree Advisors, LLC | 0001455452 | Jul 30, 2025 | 21 | $127.7M |
| Aryeh Capital Management Ltd. | 0001803120 | Aug 14, 2025 | 13 | $127.7M |
| Hopwood Financial Services, Inc. | 0002023166 | Aug 11, 2025 | 297 | $127.9M |
| Decagon Asset Management LLP | 0001950677 | Aug 14, 2025 | 50 | $128.0M |
| Delos Wealth Advisors, LLC | 0001878326 | Aug 19, 2025 | 257 | $128.1M |
| Pacific Financial Group Inc. | 0001279926 | Jul 21, 2025 | 61 | $128.1M |
| TFJ Management, LLC | 0002056069 | Aug 14, 2025 | 12 | $128.1M |
| Strategent Financial, LLC | 0002052737 | Jul 28, 2025 | 35 | $128.2M |
| Up Strategic Wealth Investment Advisors LLC | 0002011649 | Aug 12, 2025 | 95 | $128.2M |
| U S Wealth Group, Llc. | 0001554427 | Aug 15, 2025 | 41 | $128.3M |
| Sugar Maple Asset Management, LLC | 0002012673 | Aug 15, 2025 | 76 | $128.3M |
| Disciplined Investors, L.L.C. | 0002056242 | Aug 6, 2025 | 118 | $128.3M |
| Dahring | Cusmano LLC | 0002053669 | Aug 5, 2025 | 55 | $128.3M |
| 7G Capital Management, LLC | 0001720350 | Aug 14, 2025 | 7 | $128.5M |
| Marest Capital, LLC | 0002010315 | Aug 5, 2025 | 18 | $128.5M |
| Visa Foundation | 0001709478 | Aug 8, 2025 | 1 | $128.6M |
| Broadwater Capital Management LLC | 0002084339 | Feb 3, 2026 | 220 | $128.6M |
| Paladin Wealth, LLC | 0002040377 | Jul 8, 2025 | 112 | $128.6M |
| DMC Group, LLC | 0001893403 | Jul 23, 2025 | 126 | $128.6M |
| Chancellor Financial Group WB LP | 0002059742 | Aug 6, 2025 | 134 | $128.7M |
| Sherrill & Hutchins Financial Advisory, Inc | 0002005607 | Jul 11, 2025 | 12 | $128.7M |
| Davies Financial Advisors, Inc. | 0002020296 | Aug 8, 2025 | 76 | $128.8M |
| CPR Investments Inc. | 0001775053 | Jul 22, 2025 | 45 | $128.8M |
| Sierra Legacy Group | 0002056766 | Aug 11, 2025 | 67 | $128.9M |
| Avant Capital LLC | 0001653443 | Aug 14, 2025 | 71 | $128.9M |
| Magnolia Private Wealth, LLC | 0002055130 | Jul 18, 2025 | 103 | $129.0M |
| IMG Wealth Management, Inc. | 0002032103 | Jul 30, 2025 | 483 | $129.1M |
| Gladwyn Financial Advisors, Inc. | 0002078684 | Jul 29, 2025 | 82 | $129.3M |
| Dean, Jacobson Financial Services, LLC | 0001869456 | Aug 14, 2025 | 15 | $129.3M |
| Bluefin Capital Management, LLC | 0001144208 | Aug 14, 2025 | 104 | $129.4M |
| Littlejohn Financial Services, Inc. | 0002031637 | Jul 16, 2025 | 62 | $129.4M |
| Basepoint Wealth LLC | 0002088236 | Oct 16, 2025 | 104 | $129.4M |
| Latash Investments, LLC | 0001317961 | Aug 13, 2025 | 18 | $129.5M |
| Cyr Financial Inc. | 0002010666 | Jul 17, 2025 | 54 | $129.5M |
| bLong Financial, LLC | 0001943004 | Aug 13, 2025 | 79 | $129.6M |
| Colrain Capital LLC | 0001216093 | Aug 5, 2025 | 23 | $129.6M |
| Piper Sandler & Co. | 0000724683 | Aug 13, 2025 | 20 | $129.6M |
| Panoramic Capital, LLC | 0001950490 | Aug 14, 2025 | 36 | $129.8M |
| Guided Capital Wealth Management, LLC | 0001849618 | Jul 10, 2025 | 34 | $129.8M |
| Clearfield Capital Management LP | 0001643569 | Aug 14, 2025 | 12 | $129.8M |
| Rik Saylor Financial, Inc. | 0002045268 | Jul 28, 2025 | 83 | $129.9M |
| AEGON USA Investment Management, LLC | 0001454937 | Jul 21, 2025 | 46 | $129.9M |
| Data Collective IV GP, LLC | 0001664974 | Aug 14, 2025 | 5 | $129.9M |
| Helios Capital Management Pte. Ltd. | 0001727612 | Aug 6, 2025 | 34 | $129.9M |
| Integrity Investment Advisors, LLC | 0002066359 | Aug 13, 2025 | 51 | $130.0M |