| White Mountains Insurance Group Ltd. | 0000776867 | Nov 13, 2025 | 1 | $203.2M |
| Cascade Wealth Advisors, Inc | 0002018936 | Nov 12, 2025 | 60 | $203.1M |
| MTM Financial Group, LLC | 0002132054 | Jun 23, 2026 | 84 | $202.9M |
| Beaconlight Capital, LLC | 0001569537 | Nov 14, 2025 | 28 | $202.7M |
| Rockingstone Advisors LLC | 0002027176 | Oct 9, 2025 | 107 | $202.7M |
| Topel & Distasi Wealth Management, LLC | 0001880087 | Nov 10, 2025 | 61 | $202.6M |
| Breach Inlet Capital Management, LLC | 0002009914 | Nov 14, 2025 | 9 | $202.5M |
| First Citizens Financial Corp | 0001800597 | Oct 3, 2025 | 136 | $202.3M |
| Plotkin Financial Advisors, LLC | 0001826394 | Nov 14, 2025 | 104 | $202.3M |
| 5th Street Advisors, LLC | 0001911026 | Nov 4, 2025 | 24 | $202.0M |
| GS Investments, Inc. | 0001714590 | Nov 6, 2025 | 114 | $202.0M |
| Sterling Investment Advisors LLC | 0001009198 | Oct 29, 2025 | 39 | $201.9M |
| Meritas Wealth Management, LLC | 0001990690 | Oct 14, 2025 | 59 | $201.9M |
| Wealth Management Strategies, Inc. | 0002057285 | Nov 17, 2025 | 39 | $201.9M |
| Sterling Group Wealth Management, LLC | 0001852307 | Oct 6, 2025 | 52 | $201.9M |
| Lipe & Dalton | 0001570396 | Jan 26, 2026 | 93 | $201.8M |
| Fairfield University | 0001717825 | Nov 7, 2025 | 3 | $201.8M |
| Dilation Capital Management LP | 0001922880 | Oct 30, 2025 | 21 | $201.8M |
| TAM Capital Management Inc. | 0001594591 | Nov 14, 2025 | 9 | $201.7M |
| Massachusetts Wealth Management | 0001966011 | Oct 21, 2025 | 96 | $201.5M |
| BostonPremier Wealth LLC | 0002053783 | Oct 28, 2025 | 73 | $201.3M |
| Werlinich Asset Management, LLC | 0002000493 | Oct 7, 2025 | 61 | $201.3M |
| Avid Wealth Partners LLC | 0001992344 | Nov 6, 2025 | 55 | $201.2M |
| Capital Wealth Alliance, LLC | 0001803277 | Nov 3, 2025 | 76 | $201.2M |
| Baugh & Associates, LLC | 0001730818 | Oct 27, 2025 | 41 | $201.2M |
| West Oak Capital, LLC | 0001387399 | Oct 3, 2025 | 279 | $201.1M |
| Taylor Frigon Capital Management LLC | 0001632665 | Oct 21, 2025 | 89 | $201.1M |
| Private Wealth Group, LLC | 0001512780 | Oct 22, 2025 | 67 | $201.0M |
| Eagle Wealth Strategies LLC | 0002009882 | Nov 7, 2025 | 108 | $201.0M |
| Benjamin Joseph Floyd Dba Floyd Capital Management | 0001535254 | Oct 16, 2025 | 1 | $201.0M |
| Byrne Financial Freedom, LLC | 0002063947 | Nov 14, 2025 | 98 | $200.9M |
| Cornercap Investment Counsel Inc. | 0001062938 | Oct 15, 2025 | 149 | $200.9M |
| Financial Freedom, LLC | 0001965484 | Nov 13, 2025 | 357 | $200.8M |
| Finer Wealth Management, Inc. | 0001929071 | Nov 4, 2025 | 86 | $200.7M |
| Econ Financial Services Corp | 0001659718 | Oct 21, 2025 | 77 | $200.6M |
| Monashee Investment Management LLC | 0001627608 | Nov 12, 2025 | 61 | $200.5M |
| American Financial & Tax Strategies Inc. | 0000911927 | Oct 20, 2025 | 93 | $200.4M |
| Harrington Investments, INC | 0001386364 | Oct 20, 2025 | 85 | $200.3M |
| Little Harbor Advisors, LLC | 0001539639 | Nov 25, 2025 | 8 | $200.1M |
| Alliance Wealth Advisors, LLC | 0001849724 | Oct 15, 2025 | 147 | $200.1M |
| Innealta Capital, LLC | 0001752579 | Nov 3, 2025 | 107 | $200.1M |
| 2UniFi Bank | 0002040900 | Oct 31, 2025 | 447 | $199.7M |
| Chris Bulman Inc | 0002032404 | Oct 20, 2025 | 142 | $199.7M |
| Delaney Dennis R | 0001661536 | Nov 10, 2025 | 49 | $199.7M |
| Lynwood Price Capital Management LP | 0002046605 | Dec 5, 2025 | 14 | $199.6M |
| Rubicon Founders LLC | 0002032489 | Nov 14, 2025 | 3 | $199.4M |
| AXA S.A. | 0000898427 | Nov 14, 2025 | 61 | $199.4M |
| Unconventional Investor, LLC | 0001910387 | Nov 7, 2025 | 45 | $199.4M |
| Gate City Capital Management, LLC | 0001705447 | Nov 14, 2025 | 15 | $199.2M |
| Security National Bank of So Dak | 0001105909 | Oct 14, 2025 | 109 | $198.9M |
| Lauterbach Financial Advisors, LLC | 0001909828 | Nov 12, 2025 | 83 | $198.9M |
| MOKAN Wealth Management Inc. | 0002053727 | Oct 30, 2025 | 99 | $198.8M |
| McDonough Capital Management, Inc | 0001912128 | Nov 14, 2025 | 52 | $198.8M |
| Beaumont Asset Management, L.L.C. | 0001798756 | Oct 29, 2025 | 68 | $198.7M |
| Maripau Wealth Management LLC | 0001890698 | Nov 14, 2025 | 137 | $198.7M |
| Ciovacco Capital Management LLC | 0001653012 | Oct 22, 2025 | 30 | $198.7M |
| Pacific Wealth Management | 0001852338 | Oct 21, 2025 | 23 | $198.6M |
| Twin Securities, Inc. | 0001351351 | Nov 14, 2025 | 13 | $198.5M |
| Latigo Investments, LLC | 0001914668 | Nov 13, 2025 | 14 | $198.4M |
| GGM Financial LLC | 0002021722 | Nov 10, 2025 | 229 | $198.3M |
| Gray Private Wealth, LLC | 0001928877 | Oct 27, 2025 | 46 | $198.3M |
| Littlejohn & Co. LLC | 0001042537 | Nov 12, 2025 | 9 | $198.1M |
| Aster Capital Management (DIFC) Ltd | 0002040915 | Nov 12, 2025 | 930 | $198.0M |
| Higgins & Schmidt Wealth Strategies LLC | 0001941260 | Oct 15, 2025 | 56 | $198.0M |
| Kiker Wealth Management, LLC | 0002042502 | Oct 27, 2025 | 220 | $198.0M |
| AmeriServ Wealth Advisors | 0001102062 | Nov 12, 2025 | 58 | $197.9M |
| Ade, LLC | 0001845950 | Nov 7, 2025 | 84 | $197.8M |
| 4Thought Financial Group Inc. | 0001840261 | Nov 3, 2025 | 88 | $197.8M |
| Paul R. Ried Financial Group, LLC | 0002033053 | Nov 17, 2025 | 35 | $197.7M |
| Anchor Capital Management Group Inc | 0000894119 | Nov 10, 2025 | 16 | $197.5M |
| Sphera Management Technology Funds Ltd | 0002030525 | Nov 14, 2025 | 64 | $197.5M |
| Brooks, Moore & Associates, Inc. | 0001767040 | Nov 17, 2025 | 104 | $197.3M |
| Latko Wealth Management, Ltd. | 0001937769 | Nov 6, 2025 | 32 | $197.2M |
| DMKC Advisory Services, LLC | 0001901337 | Oct 21, 2025 | 75 | $197.1M |
| Acorn Capital Advisors, LLC | 0002054410 | Nov 17, 2025 | 20 | $197.0M |
| Fortune 45 LLC | 0001918707 | Nov 13, 2025 | 29 | $197.0M |
| Edenbrook Capital, LLC | 0001666682 | Nov 13, 2025 | 5 | $196.7M |
| Thor Trading Advisors, LLC | 0002057073 | Nov 5, 2025 | 13 | $196.7M |
| Cincinnati Casualty Co. | 0001279888 | Nov 6, 2025 | 24 | $196.7M |
| Plan A Wealth LLC | 0002093645 | Nov 6, 2025 | 175 | $196.5M |
| SWP Financial LLC | 0002014200 | Nov 4, 2025 | 74 | $196.4M |
| Keystone Global Partners, LLC | 0001764057 | Oct 20, 2025 | 51 | $196.3M |
| American State Bank (Iowa) | 0002122473 | Apr 14, 2026 | 132 | $196.3M |
| Capital Square, LLC | 0001798736 | Nov 21, 2025 | 210 | $196.1M |
| Scalar Gauge Management, LLC | 0001965542 | Oct 31, 2025 | 29 | $196.1M |
| Client First Investment Management LLC | 0002018284 | Oct 15, 2025 | 39 | $196.0M |
| Canerector Inc. | 0001113234 | Mar 20, 2026 | 10 | $196.0M |
| TrueWealth Financial Partners | 0001908108 | Nov 21, 2025 | 25 | $196.0M |
| Birch Capital Management, LLC | 0001799859 | Oct 27, 2025 | 76 | $196.0M |
| First County Bank | 0001983616 | Oct 8, 2025 | 167 | $196.0M |
| Aull & Monroe Investment Management Corp | 0001387615 | Nov 13, 2025 | 124 | $195.9M |
| Wisconsin Capital Management LLC | 0000926833 | Nov 12, 2025 | 49 | $195.9M |
| International City Management Association Retirement Corp | 0001691813 | Oct 31, 2025 | 6 | $195.8M |
| Kent Lake PR LLC | 0002037231 | Nov 14, 2025 | 40 | $195.5M |
| Crossingbridge Advisors, LLC | 0001770024 | Nov 13, 2025 | 77 | $195.4M |
| Horizon Advisory Services, Inc. | 0001799006 | Oct 15, 2025 | 45 | $195.4M |
| McCarter Private Wealth Services LLC | 0002036922 | Oct 22, 2025 | 126 | $195.3M |
| Pinnacle Wealth Management Group, Inc. | 0001868491 | Oct 8, 2025 | 129 | $195.1M |
| Salzhauer Michael | 0001059543 | Oct 20, 2025 | 82 | $195.1M |
| Touchstone Capital, Inc. | 0001843283 | Oct 27, 2025 | 49 | $195.0M |