| DBK Financial Counsel, LLC | 0001904822 | Jul 22, 2025 | 53 | $110.6M |
| C2C Wealth Management, LLC | 0001868903 | Jul 17, 2025 | 82 | $110.4M |
| Phillips Wealth Planners LLC | 0001962628 | Jul 11, 2025 | 188 | $110.4M |
| Investment Management Corp. /Va/ | 0000789307 | Aug 7, 2025 | 174 | $110.2M |
| James Reed Financial Services, Inc. | 0001911052 | Jul 22, 2025 | 18 | $110.2M |
| Marathon Partners Equity Management, LLC | 0001353311 | Aug 14, 2025 | 15 | $110.2M |
| Virtus Fixed Income Advisers, LLC | 0002079921 | Aug 13, 2025 | 26 | $110.1M |
| Broyhill Asset Management, LLC | 0001966057 | Aug 14, 2025 | 76 | $110.1M |
| Seven Six Capital Management, LLC | 0002021188 | Aug 13, 2025 | 24 | $110.0M |
| Chesapeake Asset Management LLC | 0001079397 | Oct 15, 2025 | 293 | $110.0M |
| Frisco Financial Planning LLC | 0002133972 | May 12, 2026 | 20 | $109.9M |
| Crowley Wealth Management, Inc. | 0002055836 | Jul 16, 2025 | 403 | $109.9M |
| ORBA Wealth Advisors, L.L.C. | 0002010248 | Aug 6, 2025 | 70 | $109.8M |
| CM Management, LLC | 0001841857 | Aug 12, 2025 | 67 | $109.8M |
| Caitlin John, LLC | 0002010947 | Jul 14, 2025 | 134 | $109.8M |
| Red Crane Wealth Management, LLC | 0001686343 | Jul 30, 2025 | 63 | $109.8M |
| SRN Advisors, LLC | 0001872370 | Aug 14, 2025 | 98 | $109.8M |
| 13D Management LLC | 0001600133 | Aug 14, 2025 | 20 | $109.6M |
| Boyce & Associates Wealth Consulting, Inc. | 0001922884 | Jul 15, 2025 | 70 | $109.5M |
| Talisman Wealth Advisors LLC | 0001962685 | Aug 14, 2025 | 112 | $109.5M |
| New Dimensions Wealth Management, LLC | 0002068447 | Aug 6, 2025 | 19 | $109.5M |
| Petros Family Wealth, LLC | 0002004963 | Jul 22, 2025 | 130 | $109.4M |
| Outbound Financial Inc | 0002144328 | Jul 15, 2026 | 42 | $109.4M |
| Axim Planning & Wealth | 0001950607 | Aug 6, 2025 | 71 | $109.4M |
| Telligent Fund, LP | 0001470723 | Aug 12, 2025 | 34 | $109.4M |
| Rahlfs Capital, LLC | 0002056410 | Aug 11, 2025 | 89 | $109.2M |
| Quantedge Capital Pte Ltd | 0001561418 | Aug 14, 2025 | 62 | $109.2M |
| Sherwood Financial Partners, LLC | 0002056427 | Aug 12, 2025 | 8 | $109.1M |
| Drystone LLC | 0001910462 | Aug 6, 2025 | 18 | $109.1M |
| R.H. Investment Group, LLC | 0002048733 | Jul 17, 2025 | 31 | $109.1M |
| North Berkeley Wealth Management, LLC | 0002062383 | Aug 13, 2025 | 64 | $109.0M |
| JS Capital Management LLC | 0001562668 | Aug 14, 2025 | 1 | $109.0M |
| Compass Planning Associates Inc | 0002046823 | Jul 21, 2025 | 124 | $108.9M |
| Lesa Sroufe & Co | 0001492162 | Jul 29, 2025 | 70 | $108.8M |
| Stadium Capital Management LLC | 0001105087 | Aug 14, 2025 | 7 | $108.6M |
| Northeast Planning Associates, Inc. / NH / | 0001914515 | Aug 12, 2025 | 47 | $108.6M |
| QSM Asset Management Ltd | 0002058325 | Jul 15, 2025 | 17 | $108.5M |
| Runnymede Capital Advisors, Inc. | 0002054540 | Aug 7, 2025 | 67 | $108.5M |
| M Wealth Management, LLC | 0002026150 | Aug 11, 2025 | 46 | $108.4M |
| American Asset Management Inc. | 0001569454 | Aug 12, 2025 | 28 | $108.4M |
| Lionshead Wealth Management, LLC | 0002056752 | Aug 12, 2025 | 93 | $108.3M |
| Mustico Financial Group, Inc. | 0002034361 | Aug 12, 2025 | 32 | $108.3M |
| Floyd Financial Group LLC | 0002007613 | Jul 15, 2025 | 51 | $108.2M |
| Jordan Park Trust Co LLC | 0002051108 | Jul 28, 2025 | 13 | $108.2M |
| Traub Capital Management LLC | 0002079207 | Aug 11, 2025 | 551 | $108.1M |
| Praetorian PR LLC | 0001949877 | Aug 14, 2025 | 9 | $108.1M |
| Accel Growth Fund V Associates L.L.C. | 0001767987 | Aug 12, 2025 | 2 | $108.1M |
| Park Capital Management, LLC / WI | 0001998000 | Jul 10, 2025 | 74 | $108.0M |
| Elwood Capital Partners LP | 0002050159 | Aug 14, 2025 | 18 | $107.9M |
| Fjell Capital, LLC | 0002053350 | Jul 9, 2025 | 53 | $107.9M |
| St. Nicholas Private Asset Management, Inc. | 0002054680 | Aug 12, 2025 | 36 | $107.8M |
| Uptown Financial Advisors LLC | 0002066147 | Jul 10, 2025 | 70 | $107.6M |
| Marathon Strategic Advisors, LLC | 0002021711 | Jul 29, 2025 | 40 | $107.6M |
| LM Asset Management Inc. | 0002057190 | Aug 14, 2025 | 10 | $107.6M |
| Kraft Asset Management, LLC | 0001908611 | Jul 15, 2025 | 41 | $107.5M |
| Barington Companies Management, LLC | 0000887762 | Aug 13, 2025 | 8 | $107.5M |
| Lane Generational LLC | 0001901384 | Aug 1, 2025 | 32 | $107.2M |
| Connective Capital Management, LLC | 0001543568 | Aug 13, 2025 | 50 | $107.0M |
| Vista Cima Wealth Management LLC | 0002055907 | Aug 11, 2025 | 53 | $107.0M |
| Hudson Portfolio Management LLC | 0001847700 | Aug 13, 2025 | 112 | $107.0M |
| Alpha Wealth Funds, LLC | 0002059327 | Jul 30, 2025 | 45 | $106.9M |
| Wealth Advisory Team LLC | 0002039196 | Jul 25, 2025 | 38 | $106.9M |
| Brian Low Financial Group, LLC | 0002079080 | Jul 31, 2025 | 100 | $106.8M |
| Magma Venture Partners General Partner Ltd. | 0001907544 | Aug 12, 2025 | 3 | $106.8M |
| NDVR, Inc. | 0002011247 | Aug 12, 2025 | 103 | $106.7M |
| Pacific Capital Partners Ltd | 0002064920 | Jul 7, 2025 | 40 | $106.7M |
| Midwestern Financial, LLC | 0002083276 | Aug 28, 2025 | 54 | $106.7M |
| Safe Harbor Fiduciary, LLC | 0002036114 | Aug 13, 2025 | 233 | $106.6M |
| Severin Investments, LLC | 0001763454 | Dec 3, 2025 | 170 | $106.6M |
| Tandem Financial, LLC | 0002049157 | Aug 14, 2025 | 48 | $106.5M |
| Sentinel Wealth Management, Inc. | 0001929328 | Jan 8, 2026 | 39 | $106.5M |
| Surience Private Wealth LLC | 0001900195 | Jul 15, 2025 | 29 | $106.5M |
| Diker Management LLC | 0001276525 | Aug 14, 2025 | 34 | $106.4M |
| Sincerus Advisory, LLC | 0002050968 | Jul 29, 2025 | 66 | $106.4M |
| Semitam Bonam LLC | 0001922963 | Jul 29, 2025 | 45 | $106.2M |
| Golden Bell Financial Planning LLC | 0002044309 | Aug 5, 2025 | 34 | $106.2M |
| Fiduciary Wealth Partners, LLC | 0001666504 | Jul 31, 2025 | 82 | $106.2M |
| BLVD Private Wealth, LLC | 0002079537 | Aug 25, 2025 | 73 | $106.1M |
| Vision Financial Markets LLC | 0001378145 | Aug 1, 2025 | 433 | $106.1M |
| NCP Inc. | 0002023709 | Aug 14, 2025 | 50 | $106.1M |
| swisspartners Advisors Ltd | 0001805754 | Aug 5, 2025 | 25 | $106.1M |
| Stonebridge Wealth Management, LLC | 0002082460 | Aug 27, 2025 | 33 | $106.0M |
| Kraematon Investment Advisors, Inc. | 0001910852 | Jul 22, 2025 | 92 | $106.0M |
| Svenska Handelsbanken AB (publ) | 0001643792 | Jul 9, 2025 | 8 | $106.0M |
| Empower Harvest Management Services, Inc. | 0002049453 | Aug 6, 2025 | 1 | $105.9M |
| APEIRON CAPITAL Ltd | 0001843111 | Jul 25, 2025 | 5 | $105.9M |
| OneAscent Family Office, LLC | 0002055812 | Aug 6, 2025 | 142 | $105.8M |
| Mendota Financial Group, LLC | 0001964538 | Jul 21, 2025 | 98 | $105.7M |
| Oregon Pacific Wealth Management, LLC | 0002043757 | Jul 15, 2025 | 130 | $105.7M |
| Minot DeBlois Advisors LLC | 0001475933 | Aug 12, 2025 | 257 | $105.6M |
| Santa Clara Valley Transportation Authority | 0002043469 | Aug 14, 2025 | 4 | $105.5M |
| LifeGoal Investments, LLC | 0002054684 | Jul 17, 2025 | 65 | $105.2M |
| Platt Investment Counsel, LLC | 0001859195 | Jul 7, 2025 | 9 | $105.2M |
| 10Elms LLP | 0002056650 | Aug 14, 2025 | 504 | $105.0M |
| Bingham Private Wealth, LLC | 0002063211 | Jul 23, 2025 | 158 | $104.9M |
| Caerus Investment Advisors, LLC | 0001862682 | Aug 14, 2025 | 33 | $104.9M |
| Hobbs Wealth Management, LLC | 0002019202 | Aug 13, 2025 | 49 | $104.8M |
| Yorktown Management & Research Co Inc | 0001313559 | Aug 4, 2025 | 208 | $104.8M |
| Curat Global, LLC | 0002063003 | Aug 7, 2025 | 297 | $104.7M |
| Harbor Asset Planning, Inc. | 0002077050 | Jul 29, 2025 | 412 | $104.7M |