| Moerus Capital Management LLC | 0001742647 | Nov 13, 2025 | 13 | $246.0M |
| Grunden Financial Advisory, Inc. | 0002010014 | Nov 4, 2025 | 31 | $246.0M |
| Mills Wealth Advisors LLC | 0002029294 | Oct 10, 2025 | 71 | $245.8M |
| Trellis Wealth Advisors LLC | 0001989031 | Oct 30, 2025 | 38 | $245.7M |
| Kensington Investment Counsel, LLC | 0001845536 | Nov 20, 2025 | 104 | $245.5M |
| RFP Financial Group LLC | 0001956564 | Nov 12, 2025 | 103 | $245.5M |
| Parkshore Wealth Management, Inc. | 0002024251 | Nov 14, 2025 | 68 | $245.4M |
| Red Spruce Capital, LLC | 0001795356 | Oct 6, 2025 | 92 | $245.3M |
| GP Brinson Investments LLC | 0001860928 | Oct 1, 2025 | 16 | $245.2M |
| Cornerstone National Bank & Trust Co | 0002104293 | Jan 28, 2026 | 171 | $245.2M |
| Keeler Thomas Management LLC | 0001730660 | Nov 4, 2025 | 105 | $245.1M |
| Northstar Advisory Group, LLC | 0001816000 | Nov 3, 2025 | 111 | $245.0M |
| Long Corridor Asset Management Ltd | 0001845501 | Nov 13, 2025 | 23 | $244.8M |
| Beacon Investment Advisors LLC | 0001961635 | Nov 14, 2025 | 164 | $244.5M |
| AMS Capital Ltda | 0001717977 | Dec 10, 2025 | 13 | $244.5M |
| Towerpoint Wealth, LLC | 0001731445 | Oct 8, 2025 | 87 | $244.4M |
| AJ Advisors, LLC | 0001951167 | Oct 31, 2025 | 36 | $244.3M |
| Caerus Investment Advisors, LLC | 0001862682 | Nov 20, 2025 | 269 | $244.3M |
| Holistic Financial Partners | 0001729304 | Nov 7, 2025 | 139 | $244.2M |
| 1 North Wealth Services LLC | 0001641761 | Nov 13, 2025 | 257 | $244.1M |
| Brightline Capital Management, LLC | 0001432450 | Nov 13, 2025 | 10 | $244.0M |
| Strathmore Capital Advisors, Inc. | 0002021703 | Oct 6, 2025 | 108 | $244.0M |
| Wills Financial Group LLC | 0002059579 | Nov 14, 2025 | 67 | $243.8M |
| Parker Financial LLC | 0001965668 | Nov 4, 2025 | 36 | $243.8M |
| Curio Wealth, LLC | 0002049201 | Nov 13, 2025 | 279 | $243.7M |
| Prairie Wealth Advisors, Inc. | 0002022783 | Nov 14, 2025 | 156 | $243.7M |
| Autumn Glory Partners, LLC | 0001911621 | Oct 22, 2025 | 193 | $243.5M |
| Altus Wealth Group LLC | 0001842572 | Oct 21, 2025 | 143 | $243.5M |
| Corundum Group, Inc. | 0001486083 | Oct 24, 2025 | 103 | $243.4M |
| Lewis Asset Management, LLC | 0002004520 | Oct 20, 2025 | 186 | $243.3M |
| Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) | 0002139779 | Jun 10, 2026 | 1 | $243.3M |
| Vesey Street Capital Partners, L.L.C. | 0001910342 | Nov 10, 2025 | 1 | $243.2M |
| Hubbell Strickland Wealth Management, LLC | 0001791555 | Oct 21, 2025 | 82 | $243.0M |
| Polianta Ltd | 0001695214 | Oct 16, 2025 | 74 | $242.8M |
| Wealth Watch Advisors, INC | 0002040515 | Nov 13, 2025 | 921 | $242.7M |
| Greenhaven Road Investment Management, L.P. | 0001741129 | Dec 1, 2025 | 15 | $242.3M |
| Davidson Trust Co. | 0001133119 | Oct 20, 2025 | 174 | $242.2M |
| Spectrum Wealth Advisory Group, LLC | 0001776821 | Nov 14, 2025 | 65 | $242.2M |
| Heartland Bank & Trust Co | 0001866040 | Nov 10, 2025 | 170 | $242.1M |
| Index Venture Life Associates VI Ltd | 0001865139 | Nov 14, 2025 | 1 | $241.6M |
| Game Plan Financial Advisors, LLC | 0001802952 | Oct 29, 2025 | 354 | $241.4M |
| Prosperitas Financial LLC | 0002001016 | Oct 27, 2025 | 69 | $241.1M |
| DC Investments Management, LLC | 0001565951 | Nov 10, 2025 | 95 | $241.1M |
| Riverwater Partners LLC | 0001882572 | Oct 31, 2025 | 217 | $240.9M |
| Maltin Wealth Management, Inc. | 0001764260 | Oct 24, 2025 | 131 | $240.9M |
| Meridian Financial Partners LLC | 0001763722 | Oct 20, 2025 | 113 | $240.7M |
| CMT Capital Markets Trading GmbH | 0001632813 | Nov 12, 2025 | 83 | $240.7M |
| Arena Capital Advisors, LLC- CA | 0001833078 | Nov 13, 2025 | 25 | $240.6M |
| Peirce Capital Management, LLC | 0002008166 | Oct 6, 2025 | 40 | $240.6M |
| Robbins Farley | 0001847820 | Oct 15, 2025 | 173 | $240.5M |
| Masso Torrence Wealth Management Inc. | 0001903153 | Oct 20, 2025 | 108 | $240.3M |
| Legacy Bridge, LLC | 0001689144 | Nov 12, 2025 | 312 | $240.3M |
| Paces Ferry Wealth Advisors, LLC | 0001819919 | Nov 14, 2025 | 128 | $240.3M |
| CNB Bank | 0001732074 | Oct 30, 2025 | 504 | $240.0M |
| SGL Investment Advisors, Inc. | 0002043186 | Nov 4, 2025 | 126 | $240.0M |
| Bracebridge Capital, LLC | 0001426486 | Nov 14, 2025 | 30 | $239.8M |
| Westport Asset Management Inc. | 0000811454 | Nov 12, 2025 | 75 | $239.8M |
| Great Point Partners LLC | 0001281446 | Nov 14, 2025 | 28 | $239.5M |
| Bernard Wealth Management Corp. | 0002056313 | Oct 14, 2025 | 342 | $239.4M |
| O'ROURKE & COMPANY, Inc | 0001911468 | Oct 22, 2025 | 166 | $239.3M |
| Cary Street Partners Investment Advisory LLC | 0001766904 | Nov 10, 2025 | 609 | $239.3M |
| Concorde Asset Management, LLC | 0001631773 | Nov 14, 2025 | 222 | $239.1M |
| Friday Financial | 0002048792 | Oct 7, 2025 | 91 | $238.8M |
| Hansen & Associates Financial Group, Inc. | 0001873973 | Nov 14, 2025 | 43 | $238.8M |
| Knott David M Jr | 0001892770 | Nov 12, 2025 | 87 | $238.7M |
| I.G.Y. Ltd | 0001811472 | Nov 14, 2025 | 3 | $238.7M |
| Sander Capital Advisors Inc. | 0001173889 | Oct 20, 2025 | 12 | $238.6M |
| JDM Financial Group LLC | 0001960212 | Oct 21, 2025 | 280 | $238.6M |
| O'Connor Financial Group LLC | 0001973783 | Oct 27, 2025 | 59 | $238.5M |
| Plustick Management LLC | 0001643351 | Nov 14, 2025 | 20 | $238.5M |
| Mitchell & Pahl Private Wealth, LLC | 0001836506 | Oct 9, 2025 | 144 | $238.5M |
| Garrison Point Advisors, LLC | 0001767107 | Oct 22, 2025 | 171 | $238.4M |
| Keyvantage Wealth, LLC | 0002050555 | Nov 7, 2025 | 98 | $238.4M |
| LifePlan Investment Advisors, Inc. | 0002045484 | Nov 13, 2025 | 112 | $238.4M |
| Accent Capital Management, LLC | 0002014179 | Nov 12, 2025 | 373 | $238.3M |
| Conway Capital Management, Inc. | 0002044929 | Oct 23, 2025 | 50 | $238.3M |
| Burns Matteson Capital Management, LLC | 0001894164 | Oct 16, 2025 | 192 | $238.3M |
| Fiduciary Wealth Partners, LLC | 0001666504 | Oct 28, 2025 | 91 | $238.2M |
| Euclidean Capital LLC | 0001825034 | Nov 14, 2025 | 11 | $238.0M |
| Genesis Private Wealth, LLC | 0001965529 | Oct 8, 2025 | 158 | $238.0M |
| PFC Capital Group, Inc. | 0002010374 | Nov 13, 2025 | 84 | $238.0M |
| TradeWell Securities, LLC. | 0002066232 | Oct 9, 2025 | 45 | $237.9M |
| Granite Harbor Advisors, Inc. | 0001967456 | Oct 22, 2025 | 128 | $237.9M |
| Mendel Money Management | 0001600585 | Nov 10, 2025 | 150 | $237.8M |
| HMS Capital Management, LLC | 0001689470 | Oct 30, 2025 | 107 | $237.8M |
| Horrell Capital Management, Inc. | 0001385925 | Nov 7, 2025 | 196 | $237.7M |
| Deseret Mutual Benefit Administrators | 0001789351 | Oct 31, 2025 | 516 | $237.6M |
| Aerodigm Wealth, LLC | 0001927705 | Nov 6, 2025 | 83 | $237.5M |
| Bay Rivers Group | 0001798924 | Oct 8, 2025 | 91 | $237.5M |
| Greykasell Wealth Strategies, Inc. | 0002041220 | Nov 4, 2025 | 406 | $237.5M |
| Asset Planning Services Inc. /La/ | 0000811407 | Oct 16, 2025 | 35 | $237.3M |
| Carmel Capital Partners, LLC | 0001900481 | Oct 30, 2025 | 104 | $237.2M |
| DCM Advisors, LLC | 0001839498 | Nov 13, 2025 | 38 | $237.1M |
| McNaughton Wealth Management, LLC | 0001802691 | Oct 8, 2025 | 74 | $237.1M |
| Bowman & Co S.C. | 0001906275 | Oct 10, 2025 | 109 | $237.1M |
| Asset Allocation & Management Company, LLC | 0001498383 | Nov 3, 2025 | 88 | $237.1M |
| Guardian Financial Partners, LLC | 0001723514 | Oct 9, 2025 | 63 | $237.0M |
| Greenfield Savings Bank | 0001940406 | Oct 6, 2025 | 149 | $237.0M |
| Dopkins Wealth Management, LLC | 0001904152 | Oct 14, 2025 | 79 | $237.0M |
| Ridgewood Investments LLC | 0001703556 | Oct 30, 2025 | 202 | $237.0M |