| Eagle Bay Advisors LLC | 0001862864 | Jan 23, 2026 | 257 | $137.0M |
| Paladin Advisory Group, LLC | 0001899703 | Jan 21, 2026 | 245 | $136.9M |
| Transmarket Holdings LP | 0002134828 | May 13, 2026 | 40 | $136.9M |
| Argyle Capital Partners, LLC | 0002079995 | Feb 17, 2026 | 157 | $136.9M |
| South Shore Capital Advisors | 0001852993 | Jan 21, 2026 | 136 | $136.8M |
| Canaan Partners XI LLC | 0001850694 | Feb 13, 2026 | 4 | $136.8M |
| Reicon Wealth Advisors, LLC | 0001888847 | Jan 30, 2026 | 58 | $136.8M |
| Cooksen Wealth, LLC | 0002016393 | Jan 20, 2026 | 45 | $136.7M |
| Chapman Investment Management, LLC | 0001751006 | Feb 4, 2026 | 27 | $136.7M |
| White Knight Strategic Wealth Advisors, LLC | 0001904677 | Feb 20, 2026 | 89 | $136.6M |
| GK Wealth Management LLC | 0002069222 | Jan 5, 2026 | 191 | $136.6M |
| WFA of San Diego, LLC | 0001821407 | Feb 17, 2026 | 401 | $136.6M |
| Compass Financial Group, Inc. (Ohio) | 0002115210 | Mar 4, 2026 | 47 | $136.6M |
| Morgens Waterfall Vintiadis & Co. Inc. | 0001016150 | Feb 17, 2026 | 23 | $136.5M |
| Oakmont Investment Advisors, Inc. | 0002150170 | Aug 14, 2026 | 118 | $136.5M |
| Rik Saylor Financial, Inc. | 0002045268 | Feb 12, 2026 | 83 | $136.5M |
| PMG Wealth Management, Inc. | 0002052904 | Jan 23, 2026 | 56 | $136.5M |
| R.H. Dinel Investment Counsel, Inc. | 0001598352 | Jan 14, 2026 | 40 | $136.5M |
| Wildcat Capital Management, LLC | 0001582384 | Feb 3, 2026 | 3 | $136.5M |
| 46 Peaks LLC | 0002112665 | Feb 26, 2026 | 24 | $136.3M |
| Muirfield Wealth Advisors LLC | 0002014898 | Feb 6, 2026 | 75 | $136.3M |
| Sierra Legacy Group | 0002056766 | Jan 20, 2026 | 72 | $136.2M |
| Sacks & Associates, LLC | 0002145868 | Aug 5, 2026 | 79 | $136.2M |
| Michels Family Financial, LLC | 0002053733 | Feb 19, 2026 | 136 | $136.1M |
| Haven Global Partners, LLC | 0002051846 | Jan 26, 2026 | 10 | $136.1M |
| Redpoint Management, LLC | 0001689508 | Feb 17, 2026 | 3 | $136.1M |
| Axos Invest Inc. | 0002042928 | Jan 23, 2026 | 22 | $136.0M |
| Pollock Investment Advisors, LLC | 0002049804 | Feb 12, 2026 | 40 | $136.0M |
| Kennondale Capital Management LLC | 0002055199 | Feb 13, 2026 | 83 | $135.9M |
| Barrier Capital Management, LLC | 0001909089 | Feb 13, 2026 | 15 | $135.9M |
| Creek Drive Management Group LLC | 0002111824 | Jun 2, 2026 | 45 | $135.8M |
| Seneschal Advisors, LLC | 0002039659 | Feb 13, 2026 | 590 | $135.8M |
| Vantus Wealth LLC | 0002109783 | Feb 10, 2026 | 196 | $135.7M |
| Accuvest Global Advisors | 0001497637 | Feb 11, 2026 | 75 | $135.7M |
| Littlejohn Financial Services, Inc. | 0002031637 | Feb 5, 2026 | 58 | $135.7M |
| Soapstone Management L.P. | 0001726948 | Feb 17, 2026 | 13 | $135.7M |
| Wallace Hart LLC | 0002018963 | Feb 17, 2026 | 58 | $135.7M |
| Center for Wealth Management Advisory | 0002121390 | Apr 10, 2026 | 61 | $135.7M |
| Spartan Planning & Wealth Management | 0001749283 | Jan 8, 2026 | 79 | $135.5M |
| Networth Advisors, LLC | 0002099019 | Jan 22, 2026 | 385 | $135.5M |
| Fortress Financial Group, LLC | 0002054451 | Jan 23, 2026 | 81 | $135.5M |
| Clearwave Capital, LLC | 0002111821 | Mar 2, 2026 | 138 | $135.4M |
| Womack Financial LLC | 0002107079 | Feb 10, 2026 | 66 | $135.4M |
| Troluce Capital Advisors LLC | 0001910321 | Feb 17, 2026 | 10 | $135.4M |
| Winnacle Wealth LLC | 0002079687 | Feb 11, 2026 | 589 | $135.4M |
| Kotler Kevin | 0001601692 | Feb 17, 2026 | 34 | $135.4M |
| Platt Investment Counsel, LLC | 0001859195 | Jan 7, 2026 | 12 | $135.3M |
| CVS HEALTH Corp | 0000064803 | Feb 13, 2026 | 9 | $135.3M |
| Schrum Private Wealth Management LLC | 0001914987 | Feb 17, 2026 | 122 | $135.3M |
| Nvest Wealth Strategies, Inc. | 0002106942 | Jan 28, 2026 | 214 | $135.2M |
| Kampmann Melissa S. | 0001999898 | Jan 26, 2026 | 41 | $135.2M |
| Bright Futures Wealth Management, LLC. | 0001803980 | Feb 5, 2026 | 162 | $135.1M |
| Wellington-Altus USA Inc. | 0001760398 | Sep 17, 2026 | 672 | $135.0M |
| Cushing Capital Partners, LLC | 0002054827 | Jan 14, 2026 | 88 | $135.0M |
| B Group, Inc. | 0002043476 | Feb 17, 2026 | 15 | $134.9M |
| Global Trust Wealth Management LLC | 0002065265 | Jan 28, 2026 | 84 | $134.9M |
| Maytree Asset Management Ltd | 0001869683 | Feb 3, 2026 | 17 | $134.9M |
| Guild Investment Management, Inc. | 0001317802 | Jan 21, 2026 | 49 | $134.9M |
| Dalton Investments, Inc. | 0001388838 | Feb 12, 2026 | 19 | $134.8M |
| WPG Advisers, LLC | 0002067343 | Jan 28, 2026 | 1,477 | $134.7M |
| Entrust Financial LLC | 0002109860 | Feb 6, 2026 | 420 | $134.6M |
| Peterson Wealth Management | 0001785144 | Feb 4, 2026 | 41 | $134.6M |
| Flax Pond Capital, LLC | 0002106996 | Mar 9, 2026 | 51 | $134.5M |
| Hamrick Investment Counsel, llc | 0002126147 | Apr 1, 2026 | 184 | $134.5M |
| Steinberg Asset Management LLC | 0001169883 | Feb 17, 2026 | 40 | $134.4M |
| Magnolia Capital Management Ltd. | 0001802361 | Jan 27, 2026 | 75 | $134.4M |
| Farley Capital L.P. | 0001479465 | Feb 13, 2026 | 17 | $134.3M |
| Lesa Sroufe & Co | 0001492162 | Jan 22, 2026 | 69 | $134.3M |
| Lubar & Co., Inc | 0001473033 | Feb 3, 2026 | 3 | $134.2M |
| Hallstatt Advisors L.P. | 0002040638 | Feb 10, 2026 | 16 | $134.2M |
| Paladin Partners, LLC | 0002141570 | Jun 25, 2026 | 216 | $134.2M |
| Eddie Patel Inc | 0002078760 | Feb 17, 2026 | 104 | $134.2M |
| Bayforest Capital Ltd | 0002048423 | Jan 27, 2026 | 778 | $134.2M |
| Mascagni Wealth Management, Inc. | 0002063074 | Feb 11, 2026 | 126 | $134.2M |
| Worldly Partners Management, LLC | 0001904574 | Feb 13, 2026 | 3 | $134.1M |
| Triveni Capital Investments LP | 0002062730 | Feb 17, 2026 | 16 | $134.1M |
| DKM Wealth Management, Inc. | 0002055833 | Jan 12, 2026 | 75 | $134.1M |
| Josh Arnold Investment Consultant, LLC | 0001911348 | Feb 20, 2026 | 15 | $134.0M |
| First Community Trust NA | 0001130344 | Jan 16, 2026 | 352 | $134.0M |
| Hudson Executive Capital LP | 0001652522 | Feb 17, 2026 | 2 | $134.0M |
| Investidor Profissional Gestao de Recursos Ltda. | 0001953154 | Feb 5, 2026 | 15 | $134.0M |
| MJT & Associates Financial Advisory Group, Inc. | 0002065777 | Feb 10, 2026 | 446 | $134.0M |
| Woodside Wealth Management LLC | 0002064883 | Jan 30, 2026 | 83 | $134.0M |
| Bonfire Financial | 0001762539 | Jan 27, 2026 | 58 | $133.9M |
| Privium Fund Management (UK) Ltd | 0001845773 | Feb 3, 2026 | 7 | $133.9M |
| ADW Capital Management, LLC | 0001745214 | Feb 17, 2026 | 5 | $133.9M |
| Black Maple Capital Management LP | 0001588959 | Feb 17, 2026 | 81 | $133.8M |
| Broadwater Capital Management LLC | 0002084339 | Feb 3, 2026 | 211 | $133.8M |
| White & Co Financial Planning Inc | 0002039300 | Jan 20, 2026 | 19 | $133.8M |
| Burr Financial Services, LLC | 0001966297 | Feb 3, 2026 | 26 | $133.7M |
| Goldenstone Wealth Management LLC | 0002109094 | Feb 6, 2026 | 84 | $133.7M |
| Planwiser Financial, LLC | 0002043741 | Feb 13, 2026 | 47 | $133.7M |
| Grizzlyrock Capital, LLC | 0002011732 | Feb 17, 2026 | 22 | $133.6M |
| Cfo Capital Management LLC | 0002114167 | Mar 2, 2026 | 110 | $133.5M |
| Value Base Ltd. | 0001992355 | Feb 9, 2026 | 8 | $133.5M |
| Sage Investment Advisers LLC | 0001925418 | Feb 10, 2026 | 86 | $133.4M |
| Orcam Financial Group | 0001905367 | Feb 6, 2026 | 58 | $133.4M |
| Intrinsic Value Partners, LLC | 0001910364 | Jan 21, 2026 | 69 | $133.3M |
| Raffles Associates LP | 0001169581 | Feb 17, 2026 | 54 | $133.3M |
| Dorato Capital Management | 0002095216 | Jan 16, 2026 | 256 | $133.3M |