| Baring Financial LLC | 0002052588 | Jan 23, 2025 | 62 | $112.2M |
| Innovative Advisory Group, LLC | 0002156202 | Sep 23, 2026 | 236 | $112.2M |
| Teleios Capital Partners GmbH | 0001690451 | Jun 20, 2025 | 1 | $112.0M |
| Signature Resources Capital Management, LLC | 0001940917 | Jan 17, 2025 | 368 | $112.0M |
| CM Management, LLC | 0001841857 | Feb 7, 2025 | 57 | $112.0M |
| Collier Financial | 0001902901 | Jan 29, 2025 | 114 | $112.0M |
| Edge Financial Advisors LLC | 0002011402 | Jan 17, 2025 | 92 | $111.9M |
| St. Nicholas Private Asset Management, Inc. | 0002054680 | Feb 4, 2025 | 38 | $111.9M |
| Milestone Asset Management Group, LLC | 0002063452 | Mar 27, 2025 | 95 | $111.9M |
| Investment Management Corp. /Va/ | 0000789307 | Feb 18, 2025 | 193 | $111.8M |
| Littlejohn Financial Services, Inc. | 0002031637 | Jan 30, 2025 | 53 | $111.7M |
| Trace Wealth Advisors, LLC | 0002055838 | Feb 14, 2025 | 56 | $111.6M |
| US Asset Management LLC | 0001882673 | Feb 18, 2025 | 122 | $111.5M |
| Stillwater Wealth Management Group | 0002063941 | Apr 14, 2025 | 68 | $111.4M |
| Emmett Investment Management, LP | 0002042845 | Feb 14, 2025 | 26 | $111.3M |
| Kize Capital LP | 0001798860 | Feb 13, 2025 | 7 | $111.2M |
| Obsido Oy | 0002067281 | May 15, 2025 | 20 | $111.2M |
| Members Capital Advisors Inc. | 0001025421 | Jan 27, 2025 | 29 | $111.2M |
| Orca Wealth Management, LLC | 0002043765 | Jan 22, 2025 | 63 | $111.1M |
| Seros Financial, LLC | 0002039918 | Jan 17, 2025 | 52 | $111.1M |
| TFJ Management, LLC | 0002056069 | Feb 13, 2025 | 16 | $111.0M |
| Sharpepoint LLC | 0002046822 | Feb 13, 2025 | 73 | $111.0M |
| CPR Investments Inc. | 0001775053 | Jan 14, 2025 | 35 | $110.8M |
| VanWeelden Wealth Management, LLC | 0001740451 | Feb 10, 2025 | 22 | $110.7M |
| Fox Financial, Inc | 0002004131 | Jan 23, 2025 | 13 | $110.7M |
| Amitell Capital Pte Ltd | 0001807559 | Feb 13, 2025 | 36 | $110.7M |
| Nightview Capital, LLC | 0001680843 | Feb 14, 2025 | 4 | $110.6M |
| Thor Trading Advisors, LLC | 0002057073 | Feb 19, 2025 | 8 | $110.6M |
| Innovative Wealth Building LLC | 0002062596 | Apr 24, 2025 | 52 | $110.6M |
| Bonfire Financial | 0001762539 | Jan 29, 2025 | 51 | $110.5M |
| William Howard & Co Financial Advisors Inc | 0002023493 | Jan 28, 2025 | 52 | $110.5M |
| Breakthru Advisory Services, LLC | 0002055645 | Feb 18, 2025 | 54 | $110.5M |
| Dahring | Cusmano LLC | 0002053669 | Feb 3, 2025 | 61 | $110.3M |
| DMKC Advisory Services, LLC | 0001901337 | Feb 5, 2025 | 56 | $110.2M |
| Commons Capital, LLC | 0001912835 | Jan 17, 2025 | 92 | $110.2M |
| Joel Adams & Associates, Inc. | 0002020459 | Jan 31, 2025 | 58 | $110.1M |
| Fortune Financial Advisors, LLC | 0001961828 | Jan 23, 2025 | 88 | $110.0M |
| PARK CIRCLE Co | 0001546592 | Feb 13, 2025 | 105 | $110.0M |
| Pin Oak Investment Advisors Inc. | 0001094584 | Feb 11, 2025 | 476 | $110.0M |
| Opulen Financial Group LLC | 0002055099 | Feb 6, 2025 | 87 | $110.0M |
| Riverview Trust Co | 0001593600 | Feb 6, 2025 | 820 | $110.0M |
| Seelaus Asset Management LLC | 0001705655 | Jan 28, 2025 | 169 | $110.0M |
| Camelot Technology Advisors, Inc. | 0002021818 | Jan 17, 2025 | 54 | $109.9M |
| American Alpha Advisors, LLC | 0002041441 | Feb 11, 2025 | 63 | $109.9M |
| PMG Wealth Management, Inc. | 0002052904 | Feb 3, 2025 | 47 | $109.8M |
| Wellington Wealth Strategies, LLC. | 0002007383 | Feb 14, 2025 | 66 | $109.8M |
| Ramiah Investment Group | 0001566307 | May 29, 2026 | 60 | $109.8M |
| MRP Capital Investments, LLC | 0001964831 | Feb 11, 2025 | 232 | $109.8M |
| Barington Companies Management, LLC | 0000887762 | Feb 14, 2025 | 9 | $109.8M |
| City National Bank of Florida | 0000709447 | Feb 18, 2025 | 117 | $109.7M |
| Cyr Financial Inc. | 0002010666 | Jan 23, 2025 | 54 | $109.7M |
| Divco West Real Estate Services, LLC | 0001561877 | Feb 6, 2025 | 4 | $109.7M |
| CVFG LLC | 0002050974 | Jan 15, 2025 | 88 | $109.6M |
| Fairway Financial, LLC | 0001921009 | Feb 3, 2025 | 21 | $109.5M |
| M Wealth Management, LLC | 0002026150 | Jan 23, 2025 | 44 | $109.5M |
| Elefante Mark B | 0001661535 | Feb 14, 2025 | 50 | $109.5M |
| Minot DeBlois Advisors LLC | 0001475933 | Feb 14, 2025 | 309 | $109.5M |
| Spartan Planning & Wealth Management | 0001749283 | Jan 7, 2025 | 71 | $109.5M |
| SageOak Financial, LLC | 0002055829 | Feb 11, 2025 | 45 | $109.4M |
| Somerset Group LLC | 0001567912 | Feb 11, 2025 | 62 | $109.4M |
| Plan A Wealth LLC | 0002093645 | Nov 6, 2025 | 95 | $109.3M |
| Sherman Asset Management, Inc. | 0001736535 | Feb 5, 2025 | 177 | $109.3M |
| Michels Family Financial, LLC | 0002053733 | Feb 20, 2025 | 121 | $109.2M |
| Lighthouse Wealth Management Inc. | 0002042810 | Jan 22, 2025 | 36 | $109.2M |
| Kropog Financial Group, LLC | 0002084205 | Nov 10, 2025 | 27 | $109.2M |
| MFG Wealth Management, Inc. | 0002053046 | Jan 29, 2025 | 52 | $109.2M |
| Arrow Capital Pty Ltd | 0002005134 | Feb 13, 2025 | 35 | $109.2M |
| Guided Capital Wealth Management, LLC | 0001849618 | Jan 29, 2025 | 30 | $109.1M |
| Keystone Financial Services, LLC | 0002046033 | Mar 14, 2025 | 44 | $109.1M |
| Square Peg Capital PTY Ltd. | 0001803194 | Feb 14, 2025 | 8 | $109.0M |
| Magma Venture Partners General Partner Ltd. | 0001907544 | Feb 10, 2025 | 3 | $108.9M |
| Avant Financial Advisors LLC | 0002063243 | Mar 24, 2025 | 64 | $108.9M |
| Cathy Pareto & Associates, Inc. | 0002045974 | Jan 22, 2025 | 77 | $108.8M |
| AtlasMark Financial, Inc | 0002127120 | Apr 22, 2026 | 39 | $108.8M |
| DB Fitzpatrick & Co, Inc | 0001885767 | Jan 15, 2025 | 86 | $108.8M |
| Foresite Capital Management IV, LLC | 0001704132 | Feb 14, 2025 | 4 | $108.8M |
| Flywheel Private Wealth LLC | 0002029680 | Jan 14, 2025 | 82 | $108.8M |
| Cooksen Wealth, LLC | 0002016393 | Jan 31, 2025 | 44 | $108.7M |
| Sierra Legacy Group | 0002056766 | Feb 14, 2025 | 60 | $108.7M |
| Coign Capital Advisors LLC | 0002056441 | Feb 13, 2025 | 74 | $108.6M |
| Forefront Wealth Management Inc. | 0001904828 | Feb 11, 2025 | 49 | $108.6M |
| Murphy & Mullick Capital Management Corp | 0002047271 | Feb 12, 2025 | 686 | $108.6M |
| Revisor Wealth Management LLC | 0001887409 | Feb 20, 2025 | 123 | $108.5M |
| Carbahal Olsen Financial Services Group, LLC | 0002052538 | Feb 13, 2025 | 34 | $108.4M |
| Dilation Capital Management LP | 0001922880 | Feb 14, 2025 | 20 | $108.4M |
| Amara Financial, Llc. | 0001934965 | Feb 6, 2025 | 47 | $108.4M |
| Entrewealth, LLC | 0002052200 | Feb 10, 2025 | 58 | $108.3M |
| Stephen J. Garry & Associates, LLC | 0002056402 | Feb 13, 2025 | 44 | $108.3M |
| Bolthouse Investments, LLC | 0001567013 | Feb 14, 2025 | 79 | $108.3M |
| Life Planning Partners, Inc | 0001910934 | Feb 12, 2025 | 59 | $108.1M |
| Wilmar Advisors LLC | 0002052481 | Feb 5, 2025 | 16 | $108.1M |
| Rik Saylor Financial, Inc. | 0002045268 | Jan 27, 2025 | 79 | $108.1M |
| IMG Wealth Management, Inc. | 0002032103 | Feb 10, 2025 | 258 | $108.1M |
| Rosenthal | Henry Capital Advisors, Inc. | 0001697539 | Jan 24, 2025 | 42 | $108.0M |
| C2C Wealth Management, LLC | 0001868903 | Feb 12, 2025 | 87 | $107.9M |
| AGH Wealth Advisors, LLC | 0002061010 | Apr 4, 2025 | 113 | $107.9M |
| Kintayl Capital LP | 0002032385 | Feb 14, 2025 | 21 | $107.9M |
| Ranmore Fund Management Ltd | 0002055400 | Feb 13, 2025 | 14 | $107.9M |
| Alexander Randolph Advisory, Inc. | 0000874816 | Feb 4, 2025 | 52 | $107.9M |
| Warm Springs Advisors Inc. | 0002057078 | Feb 19, 2025 | 50 | $107.8M |