| Cygnus Capital Advisors, LLC | 0002114319 | May 13, 2026 | 111 | $146.3M |
| Clearwave Capital, LLC | 0002111821 | Apr 29, 2026 | 146 | $146.3M |
| Taconic Capital Advisors LP | 0001390113 | May 15, 2026 | 13 | $146.2M |
| Anson Capital, Inc. | 0001906003 | May 14, 2026 | 90 | $146.2M |
| Sippican Capital Advisors | 0001557406 | Apr 23, 2026 | 107 | $146.1M |
| Bright Futures Wealth Management, LLC. | 0001803980 | Apr 15, 2026 | 188 | $146.1M |
| Aspetuck Financial Management LLC | 0002048608 | May 6, 2026 | 75 | $146.0M |
| 22NW, LP | 0001694297 | May 15, 2026 | 16 | $145.9M |
| TRB Advisors LP | 0001513300 | May 8, 2026 | 5 | $145.9M |
| J2 Capital Management Inc | 0001586882 | Apr 21, 2026 | 116 | $145.8M |
| Nautilus Advisors LLC | 0002083253 | Apr 17, 2026 | 162 | $145.8M |
| Ibex Investors LLC | 0001531964 | May 12, 2026 | 13 | $145.8M |
| Apex Wealth Management, LLC | 0002056695 | Apr 15, 2026 | 57 | $145.7M |
| Aspire Growth Partners LLC | 0002055568 | Apr 17, 2026 | 121 | $145.7M |
| Sentry Investment Management LLC | 0000089014 | May 8, 2026 | 1 | $145.7M |
| S&A Financial Services, Inc. | 0002140428 | Jun 12, 2026 | 87 | $145.6M |
| Copia Wealth Management | 0002058771 | May 4, 2026 | 532 | $145.5M |
| Crestwood Capital Management, L.P. | 0001468395 | May 12, 2026 | 15 | $145.5M |
| Seed Wealth Management, Inc. | 0001963728 | Apr 8, 2026 | 98 | $145.4M |
| Paladin Wealth, LLC | 0002040377 | Apr 16, 2026 | 125 | $145.4M |
| Greenhaven Road Investment Management, L.P. | 0001741129 | May 15, 2026 | 17 | $145.4M |
| Axecap Investments, LLC | 0002030036 | Apr 20, 2026 | 69 | $145.3M |
| Kopp Family Office, LLC | 0001683689 | Apr 20, 2026 | 21 | $145.3M |
| Alexis Investment Partners, LLC | 0002054271 | Apr 24, 2026 | 35 | $145.2M |
| Amara Financial, Llc. | 0001934965 | May 7, 2026 | 45 | $145.1M |
| MidAtlantic Capital Management, Inc. | 0002042068 | May 8, 2026 | 84 | $145.0M |
| Nicholas Wealth, LLC. | 0001911391 | Apr 22, 2026 | 111 | $144.9M |
| ADG Wealth Management Group, LLC | 0002053824 | Apr 21, 2026 | 50 | $144.7M |
| Antonelli Financial Advisors, LLC | 0002055364 | Apr 28, 2026 | 52 | $144.7M |
| Immersion Corp. | 0001058811 | May 15, 2026 | 9 | $144.7M |
| Extract Advisors LLC | 0001703148 | May 15, 2026 | 21 | $144.6M |
| Constant Guidance Financial LLC | 0001995383 | May 18, 2026 | 42 | $144.6M |
| Fairscale Capital, LLC | 0002032350 | May 11, 2026 | 437 | $144.6M |
| Comprehensive Financial Planning, Inc. | 0002044855 | Apr 7, 2026 | 387 | $144.4M |
| Karl Kapital LLC | 0002058849 | May 15, 2026 | 22 | $144.4M |
| Covestor Ltd | 0001909846 | May 5, 2026 | 2,835 | $144.3M |
| Tme Financial, Inc. | 0002056230 | May 12, 2026 | 65 | $144.3M |
| Exchange Bank | 0002001155 | Apr 8, 2026 | 117 | $144.3M |
| Custos Family Office, LLC | 0001904423 | Aug 19, 2026 | 63 | $144.2M |
| Nabity-Jensen Investment Management Inc | 0002044851 | Apr 21, 2026 | 70 | $144.2M |
| Arrow Capital Management, LLC | 0001389082 | May 14, 2026 | 16 | $144.1M |
| Hillman Capital Management, Inc. | 0001314620 | May 15, 2026 | 56 | $144.0M |
| Integrated Financial Solutions, Inc. | 0002086529 | Apr 13, 2026 | 31 | $144.0M |
| Impact Investors, Inc | 0001824539 | Apr 29, 2026 | 106 | $144.0M |
| Endure Capital Management, LLC | 0002055657 | May 15, 2026 | 25 | $143.9M |
| Advaya LLP | 0002056686 | May 15, 2026 | 7 | $143.8M |
| Scopia Capital Management LP | 0001279150 | May 15, 2026 | 21 | $143.8M |
| Anchor Capital Management Group Inc | 0000894119 | May 18, 2026 | 16 | $143.8M |
| Gladwyn Financial Advisors, Inc. | 0002078684 | Apr 8, 2026 | 86 | $143.7M |
| Aureum Wealth Management, LLC | 0002093444 | Apr 22, 2026 | 60 | $143.7M |
| Pincus Capital Management, LP | 0002109652 | May 14, 2026 | 50 | $143.6M |
| Ripple Effect Asset Management LP | 0002031590 | May 14, 2026 | 13 | $143.6M |
| GordonMD Global Investments LP | 0002039349 | May 15, 2026 | 16 | $143.6M |
| Capstone Wealth Management, LLC | 0002019411 | Apr 16, 2026 | 50 | $143.4M |
| Ackerman Asset Management, LLC | 0002067071 | Apr 21, 2026 | 35 | $143.3M |
| Aragon Global Management, LP | 0001991518 | May 15, 2026 | 18 | $143.3M |
| Stolz & Associates, PS | 0002108989 | Apr 22, 2026 | 30 | $143.3M |
| Encore Global Management, LP | 0002135356 | May 18, 2026 | 70 | $143.2M |
| Hemming& Wealth Management, Inc. | 0001782624 | Apr 24, 2026 | 15 | $143.2M |
| Macroview Investment Management LLC | 0001551727 | May 8, 2026 | 98 | $143.2M |
| OneAscent Family Office, LLC | 0002055812 | Apr 21, 2026 | 182 | $143.2M |
| Mustico Financial Group, Inc. | 0002034361 | May 15, 2026 | 46 | $143.1M |
| Menard Financial Group LLC | 0001803156 | May 14, 2026 | 82 | $143.1M |
| Petiole USA ltd | 0001600202 | May 14, 2026 | 32 | $143.0M |
| Entrust Financial LLC | 0002109860 | May 12, 2026 | 433 | $143.0M |
| Cooper Capital Advisors LLC | 0001957878 | May 12, 2026 | 35 | $142.9M |
| Ipsen Advisor Group LLC | 0001964922 | May 29, 2026 | 104 | $142.9M |
| GreatBanc Trust CO | 0001427099 | Apr 30, 2026 | 67 | $142.9M |
| 11.2 Capital Management, LLC | 0002072160 | Apr 29, 2026 | 1 | $142.8M |
| Settian Capital LP | 0001911113 | May 5, 2026 | 26 | $142.8M |
| Primoris Wealth Advisors, LLC | 0001909619 | Apr 30, 2026 | 96 | $142.7M |
| Strong Retirement Solutions LLC | 0002111795 | Apr 20, 2026 | 86 | $142.7M |
| Chatterton & Associates Inc. | 0002102688 | Apr 20, 2026 | 97 | $142.7M |
| Bauman Advisory Group, LLC | 0002111802 | May 6, 2026 | 63 | $142.7M |
| Balanced Rock Investment Advisors LLC | 0002011851 | May 13, 2026 | 96 | $142.6M |
| Arbor Wealth Advisors LLC | 0002009890 | Apr 23, 2026 | 56 | $142.5M |
| Argosy-Lionbridge Management, LLC | 0002056354 | May 15, 2026 | 14 | $142.5M |
| Navigate Wealth Management, LLC | 0002127791 | Apr 27, 2026 | 72 | $142.4M |
| Panoramic Capital, LLC | 0001950490 | May 15, 2026 | 38 | $142.4M |
| Piscataqua Savings Bank | 0001855835 | Apr 10, 2026 | 416 | $142.3M |
| Pavaki Capital Management LLC | 0002143027 | Aug 7, 2026 | 121 | $142.3M |
| Laraway Financial Advisors Inc | 0001908275 | May 14, 2026 | 129 | $142.3M |
| Avant Financial Advisors LLC | 0002063243 | Apr 23, 2026 | 65 | $142.2M |
| White & Co Financial Planning Inc | 0002039300 | May 6, 2026 | 20 | $142.2M |
| Avant Capital LLC | 0001653443 | May 12, 2026 | 76 | $142.2M |
| Teton Advisors, LLC | 0002086025 | May 14, 2026 | 153 | $142.2M |
| Innovative Wealth Building LLC | 0002062596 | May 4, 2026 | 70 | $142.2M |
| Kagan Cocozza Asset Management | 0002064489 | Apr 23, 2026 | 69 | $142.1M |
| Opulen Financial Group LLC | 0002055099 | Apr 29, 2026 | 114 | $142.1M |
| HFG Advisors, Inc. | 0001911087 | May 8, 2026 | 117 | $142.1M |
| Nvest Wealth Strategies, Inc. | 0002106942 | Apr 13, 2026 | 393 | $142.0M |
| Summer Road LLC | 0001604873 | Apr 23, 2026 | 24 | $142.0M |
| EJF Capital LP | 0001353254 | May 13, 2026 | 69 | $141.9M |
| Seek First Inc. | 0002060504 | Apr 24, 2026 | 58 | $141.9M |
| Opinicus Capital, Inc. | 0002009743 | May 5, 2026 | 98 | $141.8M |
| Cottonwood Capital Advisors, LLC | 0001903321 | Apr 17, 2026 | 86 | $141.8M |
| Brigade Capital Management, LP | 0001421306 | May 15, 2026 | 11 | $141.7M |
| SLT Holdings LLC | 0002052222 | Apr 21, 2026 | 130 | $141.7M |
| SageOak Financial, LLC | 0002055829 | May 11, 2026 | 34 | $141.6M |
| KERR FINANCIAL PLANNING Corp | 0002095947 | Jul 1, 2026 | 523 | $141.6M |