| Juniper Capital Advisors, L.P. | 0002011609 | Feb 17, 2026 | 1 | $236.8M |
| Socha Financial Group, LLC | 0001967966 | Oct 30, 2025 | 23 | $236.7M |
| Hutner Capital Management Inc. | 0000944733 | Nov 13, 2025 | 44 | $236.4M |
| Independent Family Office, LLC | 0001756485 | Nov 13, 2025 | 79 | $236.3M |
| JBR Co Financial Management Inc | 0002017878 | Oct 14, 2025 | 116 | $236.3M |
| Shared Vision Wealth Group LLC | 0002008178 | Oct 30, 2025 | 98 | $236.2M |
| Capstone Wealth Management Group, LLC | 0001923052 | Nov 12, 2025 | 76 | $236.1M |
| FMB Wealth Management | 0002040224 | Oct 15, 2025 | 89 | $236.1M |
| Palogic Value Management, L.P. | 0001532943 | Nov 14, 2025 | 150 | $236.1M |
| Ardent Capital Management, Inc. | 0001888792 | Oct 30, 2025 | 51 | $236.0M |
| Gainplan LLC | 0001697857 | Oct 9, 2025 | 60 | $235.9M |
| Nova R Wealth, Inc. | 0001729457 | Oct 23, 2025 | 80 | $235.9M |
| Marathon Trading Investment Management LLC | 0001572748 | Nov 13, 2025 | 136 | $235.8M |
| Envision Financial Planning, LLC | 0001964460 | Nov 14, 2025 | 45 | $235.8M |
| Redwood Wealth Management Group, LLC | 0001963839 | Oct 24, 2025 | 179 | $235.8M |
| Verisail Partners, LLC | 0002016904 | Oct 9, 2025 | 23 | $235.8M |
| Shira Ridge Wealth Management | 0001961210 | Oct 20, 2025 | 85 | $235.7M |
| Independence Asset Advisors, LLC | 0002010929 | Nov 3, 2025 | 19 | $235.7M |
| Cottage Street Advisors LLC | 0001665302 | Nov 13, 2025 | 143 | $235.5M |
| Bull Oak Capital, LLC | 0001824263 | Nov 10, 2025 | 32 | $235.4M |
| New England Capital Financial Advisors LLC | 0001964652 | Oct 22, 2025 | 419 | $235.3M |
| St. Johns Investment Management Company, LLC | 0001605522 | Oct 27, 2025 | 204 | $235.2M |
| WD Rutherford LLC | 0001841015 | Oct 23, 2025 | 73 | $235.1M |
| Cora Capital Advisors LLC | 0001964530 | Nov 7, 2025 | 116 | $235.1M |
| Panview Capital Ltd | 0002035224 | Nov 13, 2025 | 9 | $235.1M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0000867926 | Oct 23, 2025 | 179 | $235.0M |
| MTCO Ltd. | 0002095669 | Nov 19, 2025 | 2 | $235.0M |
| JNE Partners LLP | 0001770120 | Nov 14, 2025 | 8 | $234.9M |
| Quad-Cities Investment Group, LLC | 0001741426 | Oct 16, 2025 | 189 | $234.9M |
| LGL Partners, LLC | 0001653202 | Nov 13, 2025 | 57 | $234.8M |
| Krensavage Asset Management, LLC | 0001609251 | Nov 17, 2025 | 17 | $234.7M |
| Brogan Financial, Inc. | 0001889918 | Nov 13, 2025 | 62 | $234.7M |
| Pavion Blue Capital, LLC | 0001792565 | Nov 7, 2025 | 101 | $234.6M |
| Continuum Wealth Advisors, LLC | 0001966482 | Oct 24, 2025 | 69 | $234.6M |
| Wetzel Investment Advisors, Inc. | 0002009211 | Oct 27, 2025 | 129 | $234.3M |
| Ridgepath Capital Management LLC | 0001943071 | Oct 9, 2025 | 48 | $234.3M |
| Meros Investment Management, LP | 0001911372 | Nov 14, 2025 | 43 | $234.2M |
| Schulhoff & Co. Inc. | 0001080197 | Nov 10, 2025 | 135 | $234.2M |
| BlueChip Wealth Advisors LLC | 0002015578 | Nov 6, 2025 | 155 | $234.2M |
| Caldwell Sutter Capital, Inc. | 0000702007 | Oct 29, 2025 | 871 | $234.1M |
| MBA Advisors LLC | 0001848704 | Oct 28, 2025 | 142 | $234.1M |
| Abbot Financial Management, Inc. | 0001714341 | Nov 10, 2025 | 133 | $234.1M |
| Ewing Morris & Co. Investment Partners Ltd. | 0001846838 | Nov 14, 2025 | 94 | $234.0M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 0001729522 | Oct 21, 2025 | 2 | $234.0M |
| Prospect Hill Management, LLC | 0001837320 | Nov 7, 2025 | 14 | $234.0M |
| Burford Brothers, Inc. | 0002001434 | Oct 23, 2025 | 167 | $233.9M |
| Wrenne Financial Planning LLC | 0002023054 | Nov 10, 2025 | 50 | $233.9M |
| SimpliFi, Inc. | 0001716983 | Oct 24, 2025 | 44 | $233.7M |
| Harbor Island Capital LLC | 0001730580 | Oct 22, 2025 | 15 | $233.7M |
| TKG Advisors, LLC | 0001843275 | Oct 28, 2025 | 87 | $233.5M |
| Cherokee Insurance Co | 0002077903 | Nov 7, 2025 | 118 | $233.4M |
| Mad River Investors | 0001384484 | Oct 14, 2025 | 37 | $233.4M |
| Absolute Capital Management, LLC | 0001817648 | Nov 3, 2025 | 120 | $233.4M |
| Gables Capital Management Inc. | 0001740839 | Nov 6, 2025 | 458 | $233.4M |
| Cable Car Capital, LP | 0001699575 | Nov 14, 2025 | 77 | $233.3M |
| Choice Wealth Advisors LLC | 0001842357 | Nov 6, 2025 | 32 | $233.3M |
| Lancaster Investment Management | 0001630064 | Oct 8, 2025 | 8 | $233.3M |
| Bayshore Asset Management, LLC | 0001906790 | Oct 31, 2025 | 40 | $233.2M |
| Mayfair Advisory Group, LLC | 0001801926 | Oct 21, 2025 | 190 | $233.1M |
| Porter White Investment Advisors, Inc. | 0001612457 | Oct 22, 2025 | 35 | $232.9M |
| Kessler Investment Group, LLC | 0001525947 | Oct 9, 2025 | 82 | $232.9M |
| Game Creek Capital, LP | 0001731132 | Nov 13, 2025 | 73 | $232.9M |
| Raelipskie Partnership | 0002023896 | Nov 4, 2025 | 116 | $232.8M |
| Christensen, King & Associates Investment Services, Inc. | 0002032544 | Oct 21, 2025 | 106 | $232.7M |
| IvyRock Asset Management (HK) Ltd | 0001809525 | Nov 12, 2025 | 20 | $232.7M |
| Mainsail Financial Group, LLC | 0001961290 | Oct 24, 2025 | 61 | $232.5M |
| Financial Avengers, Inc. | 0001844393 | Nov 17, 2025 | 140 | $232.5M |
| Deane Retirement Strategies, Inc. | 0001659346 | Oct 14, 2025 | 70 | $232.5M |
| Stash Investments, LLC | 0002008308 | Oct 14, 2025 | 5 | $232.4M |
| Axiom Financial Strategies, LLC | 0001831985 | Nov 14, 2025 | 49 | $232.4M |
| R Squared Ltd | 0001896148 | Nov 12, 2025 | 537 | $232.4M |
| Pragma Gestao DE Patrimonio Ltd. | 0001555512 | Nov 14, 2025 | 20 | $232.3M |
| Wayfinding Financial, LLC | 0001898131 | Nov 14, 2025 | 150 | $232.3M |
| Boyd Wealth Management, LLC | 0001846114 | Oct 31, 2025 | 47 | $232.3M |
| Proactive Wealth Strategies LLC | 0002043129 | Nov 6, 2025 | 141 | $232.2M |
| Wheelhouse Advisory Group LLC | 0001998946 | Oct 28, 2025 | 45 | $232.2M |
| Motive Wealth Advisors | 0001877093 | Oct 20, 2025 | 89 | $232.0M |
| Vernal Point Advisors, LLC | 0001820363 | Nov 14, 2025 | 22 | $231.9M |
| IMPACTfolio, LLC | 0001896447 | Oct 3, 2025 | 40 | $231.8M |
| FWG Holdings, LLC | 0001862067 | Oct 30, 2025 | 109 | $231.7M |
| Eagle Bluffs Wealth Management LLC | 0001906547 | Nov 6, 2025 | 77 | $231.7M |
| Bluefin Capital Management, LLC | 0001144208 | Apr 29, 2026 | 56 | $231.7M |
| Oakcliff Capital Partners, LP | 0001657335 | Nov 14, 2025 | 8 | $231.7M |
| Emprise Bank | 0002018815 | Oct 16, 2025 | 111 | $231.7M |
| M1 Capital Management LLC | 0001976157 | Nov 12, 2025 | 105 | $231.6M |
| Richards, Merrill & Peterson, Inc. | 0000090108 | Oct 16, 2025 | 215 | $231.6M |
| Buttonwood Financial Group, LLC | 0001847661 | Nov 5, 2025 | 31 | $231.6M |
| Alkeme Wealth, LLC | 0001752045 | Oct 6, 2025 | 92 | $231.5M |
| Carolina Wealth Advisors, LLC | 0001786411 | Oct 7, 2025 | 232 | $231.5M |
| CPV Partners, LLC | 0001763844 | Nov 14, 2025 | 4 | $231.5M |
| Alfreton Capital LLP | 0001873435 | Nov 6, 2025 | 4 | $231.4M |
| MKA Charitable Fund | 0002010351 | Nov 10, 2025 | 1 | $231.4M |
| Cherry Creek Investment Advisors, Inc. | 0001877829 | Nov 5, 2025 | 117 | $231.3M |
| MBE Wealth Management, LLC | 0001775850 | Oct 28, 2025 | 138 | $231.2M |
| RiverPark Advisors, LLC | 0001484256 | Nov 13, 2025 | 138 | $231.2M |
| Mb, Levis & Associates, LLC | 0002065807 | Oct 15, 2025 | 244 | $231.1M |
| Bontempo Ohly Capital Mgmt LLC | 0001632118 | Nov 14, 2025 | 31 | $230.9M |
| SFG Wealth Management, LLC. | 0001908914 | Nov 13, 2025 | 129 | $230.8M |
| Investmark Advisory Group LLC | 0001926349 | Oct 23, 2025 | 133 | $230.6M |
| RWQ Financial Management Services, Inc. | 0001846544 | Oct 23, 2025 | 23 | $230.5M |