| TABR Capital Management, LLC | 0001805603 | Jan 28, 2026 | 51 | $149.9M |
| Pincus Capital Management, LP | 0002109652 | Feb 10, 2026 | 51 | $149.8M |
| Cascade Investment Group, Inc. | 0000919447 | Jan 22, 2026 | 143 | $149.8M |
| Minerva Advisors LLC | 0001541536 | Feb 9, 2026 | 57 | $149.7M |
| Charter Research & Investment Group, Inc. | 0001666624 | Feb 10, 2026 | 84 | $149.7M |
| Collar Capital Management, LLC | 0002056719 | Feb 10, 2026 | 75 | $149.7M |
| Yorkville Advisors Global, LP | 0001838613 | Feb 10, 2026 | 28 | $149.6M |
| Evansbrook LLC | 0002069478 | Feb 19, 2026 | 113 | $149.5M |
| Broadview Financial Management, LLC | 0001697024 | Feb 13, 2026 | 41 | $149.4M |
| Corepath Wealth Partners LLC | 0001845838 | Jan 15, 2026 | 42 | $149.1M |
| Park State Asset Management | 0001908423 | Feb 17, 2026 | 20 | $149.1M |
| Chan Zuckerberg Initiative, LLC | 0001997453 | Feb 17, 2026 | 3 | $149.1M |
| CPR Investments Inc. | 0001775053 | Jan 14, 2026 | 47 | $149.0M |
| Lederer & Associates Investment Counsel | 0001089707 | Jan 26, 2026 | 83 | $149.0M |
| Alpha Wealth Funds, LLC | 0002059327 | Feb 2, 2026 | 48 | $148.9M |
| Aspetuck Financial Management LLC | 0002048608 | Feb 11, 2026 | 74 | $148.9M |
| Darwins River Capital, LP | 0002064978 | Feb 17, 2026 | 24 | $148.9M |
| Latash Investments, LLC | 0001317961 | Feb 13, 2026 | 18 | $148.9M |
| Anabranch Capital Management, LP | 0001822480 | Feb 17, 2026 | 5 | $148.8M |
| Sugar Maple Asset Management, LLC | 0002012673 | Jan 20, 2026 | 84 | $148.7M |
| Adirondack Capital Advisors, LLC | 0002107623 | Feb 3, 2026 | 42 | $148.7M |
| Mount Vernon Associates Inc. | 0000799003 | Jan 22, 2026 | 60 | $148.7M |
| Limestone Investment Advisors LP | 0002075597 | Feb 17, 2026 | 150 | $148.6M |
| Future Financial Wealth Managment LLC | 0001801892 | Jan 21, 2026 | 127 | $148.6M |
| Dayah Capital LLC | 0001980739 | May 19, 2026 | 33 | $148.6M |
| Refined Wealth Management | 0001724729 | Jan 15, 2026 | 43 | $148.6M |
| TRV GP Vi, LLC | 0001990716 | Feb 13, 2026 | 3 | $148.5M |
| Pinnacle Wealth Management, LLC | 0001911464 | Jan 15, 2026 | 39 | $148.5M |
| Accelerate Investment Advisors LLC | 0002035216 | Jan 12, 2026 | 120 | $148.4M |
| Strong Retirement Solutions LLC | 0002111795 | Feb 18, 2026 | 84 | $148.4M |
| Alpine Fox Capital LLC | 0002096493 | Feb 13, 2026 | 19 | $148.4M |
| Stage Harbor Financial, LLC | 0001934721 | Feb 17, 2026 | 60 | $148.4M |
| Fortune Financial Advisors, LLC | 0001961828 | Jan 23, 2026 | 99 | $148.3M |
| Twin Lions Management LLC | 0002055318 | Feb 17, 2026 | 8 | $148.3M |
| Alamea Verwaltungs GmbH | 0001727645 | Feb 13, 2026 | 92 | $148.2M |
| Beto Financial Group, LLC | 0002104828 | Feb 10, 2026 | 133 | $148.2M |
| Zeit Capital LLC | 0001808163 | Jan 26, 2026 | 27 | $148.2M |
| Nicholas Wealth, LLC. | 0001911391 | Feb 17, 2026 | 98 | $148.1M |
| Hartmann Taylor Wealth Management, LLC | 0002058267 | Jan 15, 2026 | 53 | $148.1M |
| Pioneer Family Office, LLC | 0002135110 | May 14, 2026 | 136 | $148.0M |
| MFA Wealth Services | 0001989379 | Jan 15, 2026 | 117 | $148.0M |
| Brightwater Advisory LLC | 0002034566 | Feb 12, 2026 | 59 | $148.0M |
| Bruce G. Allen Investments, LLC | 0002005409 | Feb 10, 2026 | 1,081 | $147.8M |
| Ellerson Group Inc. | 0000935570 | Feb 9, 2026 | 54 | $147.8M |
| Floyd Financial Group LLC | 0002007613 | Feb 24, 2026 | 69 | $147.8M |
| Seven Fleet Capital Management LP | 0002092021 | Apr 2, 2026 | 85 | $147.8M |
| AyurMaya Capital Management Company, LP | 0001975990 | Feb 13, 2026 | 1 | $147.8M |
| Nabity-Jensen Investment Management Inc | 0002044851 | Jan 26, 2026 | 70 | $147.7M |
| Chartist Inc. | 0001129770 | Feb 10, 2026 | 20 | $147.6M |
| Aquamarine Capital (Aquamarine Zurich) | 0001953324 | Jan 15, 2026 | 7 | $147.5M |
| OneAscent Family Office, LLC | 0002055812 | Feb 11, 2026 | 180 | $147.5M |
| Renasant Bank | 0001656167 | Jan 30, 2026 | 143 | $147.5M |
| Stillwater Wealth Management Group | 0002063941 | Jan 27, 2026 | 73 | $147.5M |
| BRIGHT VALLEY CAPITAL Ltd | 0001965546 | Feb 12, 2026 | 13 | $147.5M |
| Acuta Capital Partners, LLC | 0001582844 | Feb 17, 2026 | 30 | $147.3M |
| TopTier Wealth Management, LLC | 0002109367 | Feb 12, 2026 | 121 | $147.3M |
| CBM Financial, LLC | 0002055702 | Feb 19, 2026 | 16 | $147.2M |
| M.E. Allison & Co., Inc. | 0001619532 | Jan 12, 2026 | 178 | $147.2M |
| Longview Financial Advisors, Inc. | 0001786915 | Feb 2, 2026 | 46 | $147.2M |
| Eschler Asset Management LLP | 0001910874 | Feb 13, 2026 | 55 | $147.1M |
| Community Bank of Raymore | 0001599923 | Jan 23, 2026 | 74 | $147.0M |
| Redwood Park Advisors LLC | 0002056274 | Feb 17, 2026 | 319 | $147.0M |
| Sagace Wealth Management LLC | 0002027449 | Feb 2, 2026 | 66 | $147.0M |
| Sentinel Dome Partners, LLC | 0002114194 | Mar 5, 2026 | 30 | $147.0M |
| Octahedron Capital Management L.P. | 0001891904 | Feb 17, 2026 | 16 | $147.0M |
| Merkkuri Wealth Advisors LLC | 0002040317 | Jan 29, 2026 | 80 | $146.9M |
| Tsai Capital Corp | 0001574850 | Feb 4, 2026 | 20 | $146.9M |
| Palliser Capital (UK) Ltd | 0001881490 | Feb 13, 2026 | 5 | $146.8M |
| Keystone Financial Services, LLC | 0002046033 | Jan 27, 2026 | 54 | $146.8M |
| Chapman Financial Group, LLC | 0002056577 | Feb 2, 2026 | 256 | $146.8M |
| Columbia Advisory Partners LLC | 0001808179 | Jan 22, 2026 | 90 | $146.8M |
| CogentBlue Wealth Advisors, LLC | 0002054047 | Jan 16, 2026 | 75 | $146.8M |
| Certior Financial Group, LLC | 0002055620 | Feb 4, 2026 | 130 | $146.7M |
| Oppenheimer & Close, LLC | 0001591377 | Feb 10, 2026 | 57 | $146.7M |
| Kamunting Street Capital Management, L.P. | 0001317267 | Feb 17, 2026 | 18 | $146.6M |
| Retirement Planning Group, LLC / NY | 0002057004 | Feb 2, 2026 | 87 | $146.6M |
| Custos Family Office, LLC | 0001904423 | Feb 17, 2026 | 60 | $146.5M |
| Paladin Wealth, LLC | 0002040377 | Jan 15, 2026 | 120 | $146.5M |
| Robinson Smith Wealth Advisors LLC | 0002008554 | Feb 9, 2026 | 84 | $146.4M |
| Mosaic Financial Group, LLC | 0002011050 | Feb 13, 2026 | 125 | $146.4M |
| Abbington Investment Group | 0002088867 | Jan 26, 2026 | 49 | $146.4M |
| Lighthouse Wealth Management Inc. | 0002042810 | Jan 15, 2026 | 43 | $146.4M |
| Elevate Wealth Advisory, Inc. | 0002011651 | Jan 27, 2026 | 122 | $146.3M |
| Chancellor Financial Group WB LP | 0002059742 | Feb 5, 2026 | 136 | $146.1M |
| Affinity Wealth LLC | 0002111764 | Aug 26, 2026 | 77 | $146.1M |
| Hemming& Wealth Management, Inc. | 0001782624 | Mar 3, 2026 | 15 | $146.1M |
| Strategic Value Bank Partners LLC | 0001904067 | Jan 27, 2026 | 12 | $146.1M |
| Bitterroot Capital Advisors LLC | 0002110106 | Feb 17, 2026 | 51 | $146.0M |
| Jordan Park Trust Co LLC | 0002051108 | Feb 3, 2026 | 16 | $146.0M |
| Genesis Wealth Advisors, LLC | 0001637241 | Feb 13, 2026 | 62 | $146.0M |
| Applied Capital LLC | 0001965393 | Jan 16, 2026 | 90 | $146.0M |
| Immersion Corp. | 0001058811 | Feb 17, 2026 | 8 | $145.9M |
| Nova Wealth Management, Inc. | 0002051980 | Jan 14, 2026 | 582 | $145.9M |
| Flavin Financial Services, Inc. | 0002052798 | Feb 5, 2026 | 69 | $145.9M |
| Gibson Wealth Advisors LLC | 0001911266 | Jan 13, 2026 | 34 | $145.9M |
| CVFG LLC | 0002050974 | Feb 6, 2026 | 104 | $145.9M |
| Rolek Wealth Management LLC | 0002051339 | Jan 26, 2026 | 21 | $145.9M |
| JDH Wealth Management, LLC | 0002022512 | Jan 5, 2026 | 51 | $145.9M |
| Northern Lights Advisors, Inc. | 0002127798 | Apr 20, 2026 | 54 | $145.8M |
| Wincap Financial LLC | 0002064588 | Jan 14, 2026 | 83 | $145.7M |