| Unified Investment Management | 0002054855 | Oct 27, 2025 | 136 | $100.2M |
| Portus Wealth Advisors, LLC | 0002097516 | Nov 20, 2025 | 52 | $100.3M |
| John Boyer, Inc. | 0001597484 | Aug 7, 2026 | 38 | $100.3M |
| MKD Wealth Coaches, LLC | 0001536549 | Oct 7, 2025 | 26 | $100.4M |
| Peoples Bank | 0001998269 | Oct 8, 2025 | 97 | $100.7M |
| Otter Creek Advisors, LLC | 0001640361 | Nov 14, 2025 | 28 | $100.8M |
| Putney Financial Group LLC | 0002056907 | Nov 7, 2025 | 77 | $100.8M |
| Paradigm Capital Management, LLC | 0001910312 | Nov 6, 2025 | 60 | $100.9M |
| Ofc Financial Planning, LLC | 0002052590 | Nov 14, 2025 | 54 | $101.0M |
| American Wealth Advisors, LLC | 0002095589 | Nov 12, 2025 | 134 | $101.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 0002042011 | Nov 4, 2025 | 108 | $101.1M |
| Traub Capital Management LLC | 0002079207 | Oct 30, 2025 | 139 | $101.1M |
| Centerbridge Partners, L.P. | 0001484836 | Nov 14, 2025 | 4 | $101.2M |
| Mann Financial Group, Inc. | 0002093991 | Nov 12, 2025 | 32 | $101.2M |
| Partners Wealth Management, LLC | 0002054714 | Oct 29, 2025 | 123 | $101.3M |
| Clarion Wealth Managment Partners, LLC | 0002081211 | Nov 12, 2025 | 82 | $101.3M |
| BG Investment Services, LLC | 0001873989 | Oct 31, 2025 | 45 | $101.4M |
| Seven Six Capital Management, LLC | 0002021188 | Nov 13, 2025 | 26 | $101.4M |
| Superstring Capital Management LP | 0001931118 | Nov 14, 2025 | 35 | $101.5M |
| Lionsbridge Wealth Management LLC | 0001800533 | Oct 20, 2025 | 58 | $101.5M |
| Cape Investment Advisory, Inc. | 0001944437 | Dec 29, 2025 | 848 | $101.7M |
| SWP Investment Management LLC | 0002098300 | Jul 1, 2026 | 45 | $101.7M |
| Hutchinson Financial Advisors, INC | 0002078477 | Oct 14, 2025 | 67 | $101.7M |
| Waterfall Asset Management, LLC | 0001570717 | Nov 12, 2025 | 17 | $101.9M |
| Infini Capital Management Ltd | 0001936249 | Nov 13, 2025 | 11 | $102.0M |
| Sycamore Partners Management, L.P. | 0001632833 | Nov 13, 2025 | 1 | $102.0M |
| Board of the Pension Protection Fund | 0002041021 | Oct 9, 2025 | 144 | $102.1M |
| North Forty Two & Co. | 0002055134 | Nov 14, 2025 | 101 | $102.4M |
| Prospect Financial Group LLC | 0002021762 | Nov 6, 2025 | 61 | $102.4M |
| Expect Equity LLC | 0002007407 | Nov 14, 2025 | 49 | $102.4M |
| Galaxy Digital Capital Management GP LLC | 0002118292 | Mar 24, 2026 | 27 | $102.4M |
| Western Pacific Wealth Management, LP | 0001907320 | Oct 21, 2025 | 190 | $102.5M |
| City Center Advisors, LLC | 0002030341 | Oct 6, 2025 | 163 | $102.9M |
| Canaan Partners XI LLC | 0001850694 | Oct 23, 2025 | 3 | $102.9M |
| CVS HEALTH Corp | 0000064803 | Oct 31, 2025 | 3 | $102.9M |
| Applied Fundamental Research, LLC | 0001849776 | Oct 30, 2025 | 10 | $102.9M |
| Infinity Wealth Counsel, LLC | 0002066524 | Oct 7, 2025 | 63 | $103.0M |
| Jordan Park Trust Co LLC | 0002051108 | Oct 30, 2025 | 15 | $103.0M |
| WJ Financial Advisors LLC | 0002095682 | Nov 6, 2025 | 108 | $103.1M |
| Emeth Value Capital, LLC | 0002053013 | Oct 21, 2025 | 5 | $103.2M |
| Grange Capital, LLC | 0002048387 | Nov 7, 2025 | 45 | $103.5M |
| Retireful, LLC | 0001919176 | Oct 17, 2025 | 93 | $103.5M |
| Green Alpha Advisors, LLC | 0001439207 | Oct 15, 2025 | 102 | $103.6M |
| Dai-ichi Life Holdings, Inc. | 0000948518 | Nov 14, 2025 | 21 | $103.6M |
| MSD Capital, L.P. | 0001105497 | Nov 14, 2025 | 3 | $103.7M |
| Smart Portfolios, LLC | 0001513227 | Oct 30, 2025 | 101 | $103.7M |
| Kassira Wealth Management LLC | 0002095972 | Nov 7, 2025 | 53 | $103.8M |
| Forefront Analytics, LLC | 0001696802 | Nov 21, 2025 | 43 | $103.8M |
| Weaver C. Barksdale & Associates, Inc. | 0001294588 | Nov 12, 2025 | 62 | $103.9M |
| Rosenthal | Henry Capital Advisors, Inc. | 0001697539 | Oct 27, 2025 | 39 | $104.1M |
| Brandywine Managers, LLC | 0001135121 | Nov 14, 2025 | 37 | $104.2M |
| 13D Management LLC | 0001600133 | Nov 14, 2025 | 18 | $104.3M |
| Lattice Capital Management, LLC | 0001710207 | Oct 27, 2025 | 23 | $104.3M |
| B Group, Inc. | 0002043476 | Nov 14, 2025 | 17 | $104.6M |
| Peck Wealth Management, LLC | 0002135125 | May 13, 2026 | 134 | $104.6M |
| BRX Global LP | 0001844103 | Nov 14, 2025 | 3 | $104.7M |
| Providence Financial Advisors, LLC | 0002072264 | Nov 7, 2025 | 49 | $104.8M |
| Harpswell Capital Advisors, LLC | 0001806630 | Nov 6, 2025 | 35 | $104.9M |
| Wisconsin Wealth Advisors, LLC | 0002073891 | Oct 6, 2025 | 87 | $105.0M |
| Ramsey Quantitative Systems | 0001132897 | Oct 22, 2025 | 5 | $105.3M |
| Silver Grove Financial Group, Inc. | 0002111172 | Feb 13, 2026 | 113 | $105.4M |
| 21 West Wealth Management LLC | 0002067541 | Oct 14, 2025 | 58 | $105.4M |
| Armor Advisors, L.L.C. | 0001600698 | Nov 10, 2025 | 13 | $105.5M |
| BXM Wealth LLC | 0002052379 | Oct 28, 2025 | 129 | $105.6M |
| Fiscal Wisdom Wealth Management, LLC | 0002053757 | Nov 7, 2025 | 82 | $105.6M |
| Conquis Financial LLC | 0002052436 | Oct 31, 2025 | 56 | $105.6M |
| Surience Private Wealth LLC | 0001900195 | Oct 9, 2025 | 29 | $105.6M |
| Kitching Partners, LLC | 0002010145 | Nov 14, 2025 | 39 | $105.9M |
| Sageworth Trust Co of South Dakota | 0001871593 | Nov 4, 2025 | 49 | $106.1M |
| Wasserstein Management, L.P. | 0001751492 | Nov 14, 2025 | 1 | $106.2M |
| American National Bank of Texas | 0002086953 | Oct 1, 2025 | 58 | $106.2M |
| Stuart Investment Advisors, Inc. | 0001910180 | Nov 3, 2025 | 17 | $106.4M |
| Prairieview Wealth Partners, LLC | 0002011194 | Nov 12, 2025 | 29 | $106.4M |
| Velan Capital Investment Management LP | 0001848809 | Nov 14, 2025 | 49 | $106.5M |
| Rangeley Capital, LLC | 0001517796 | Nov 14, 2025 | 121 | $106.5M |
| Curat Global, LLC | 0002063003 | Oct 28, 2025 | 295 | $106.6M |
| RD Lewis Holdings, Inc. | 0002046179 | Nov 13, 2025 | 81 | $106.7M |
| Matrix Capital Management Company, LP | 0001410830 | Nov 13, 2025 | 3 | $106.7M |
| Virtus Family Office LLC | 0001913482 | Nov 5, 2025 | 52 | $106.8M |
| Verus Wealth Management, LLC | 0002042938 | Oct 22, 2025 | 56 | $107.1M |
| New Vernon Investment Management LLC | 0001500605 | Nov 14, 2025 | 40 | $107.2M |
| New Covenant Trust Company, N.A. | 0002023097 | Oct 7, 2025 | 87 | $107.4M |
| Raffles Associates LP | 0001169581 | Nov 14, 2025 | 49 | $107.4M |
| Yorktown Energy Partners X, L.P. | 0001577919 | Nov 14, 2025 | 3 | $107.4M |
| Divco West Real Estate Services, LLC | 0001561877 | Nov 7, 2025 | 4 | $107.6M |
| Delphi Management Inc. | 0000767684 | Oct 15, 2025 | 81 | $107.8M |
| Northstar Financial Companies, Inc. | 0002059828 | Nov 12, 2025 | 100 | $108.1M |
| 4WEALTH Advisors, Inc. | 0002056676 | Oct 28, 2025 | 133 | $108.2M |
| Stonehaven Wealth & Tax Solutions, LLC | 0002056591 | Nov 13, 2025 | 81 | $108.2M |
| Variant Private Wealth, LLC | 0002054798 | Oct 30, 2025 | 38 | $108.2M |
| Roxbury Financial LLC | 0002054149 | Oct 1, 2025 | 367 | $108.3M |
| Cypress Capital Management LLC (WY) | 0001633896 | Nov 3, 2025 | 179 | $108.4M |
| Quest 10 Wealth Builders, Inc. | 0002035215 | Oct 20, 2025 | 872 | $108.5M |
| BML Capital Management, LLC | 0001616824 | Nov 10, 2025 | 19 | $108.7M |
| Foresite Capital Management V, LLC | 0001792206 | Nov 14, 2025 | 6 | $108.7M |
| Aldebaran Capital, LLC | 0001448430 | Nov 10, 2025 | 33 | $108.9M |
| Connective Capital Management, LLC | 0001543568 | Nov 17, 2025 | 73 | $108.9M |
| Compass Planning Associates Inc | 0002046823 | Oct 22, 2025 | 29 | $109.0M |
| Lord & Richards Wealth Management, LLC | 0002045252 | Nov 4, 2025 | 51 | $109.2M |
| CenturyLink Investment Management Co | 0001054522 | Oct 15, 2025 | 1 | $109.2M |