| Pin Oak Investment Advisors Inc. | 0001094584 | Aug 18, 2026 | 563 | $140.6M |
| Vienna Asset Management LLC | 0001913545 | Aug 14, 2026 | 69 | $140.5M |
| Pine Brook Road Advisors, L.P. | 0001630691 | Aug 13, 2026 | 1 | $140.5M |
| Fourthstone LLC | 0001767803 | Aug 14, 2026 | 25 | $140.5M |
| Cobalt Capital Management, Inc. | 0001086762 | Aug 14, 2026 | 26 | $140.5M |
| Ethos Capital Management, Inc. | 0002106214 | Jul 16, 2026 | 59 | $140.5M |
| Graver Capital Management, LLC | 0002056589 | Aug 7, 2026 | 26 | $140.4M |
| Madison Park Capital Advisors, LLC | 0001993022 | Jul 7, 2026 | 65 | $140.3M |
| Wellington-Altus USA Inc. | 0001760398 | Sep 17, 2026 | 661 | $140.3M |
| Lesa Sroufe & Co | 0001492162 | Jul 22, 2026 | 67 | $140.2M |
| Vigil Wealth Management, LLC | 0002107625 | Aug 5, 2026 | 81 | $140.2M |
| Mallini Complete Financial Planning LLC | 0002049540 | Jul 8, 2026 | 70 | $140.2M |
| Delta Wealth Advisors LLC | 0001970701 | Jul 14, 2026 | 46 | $140.0M |
| Capital Markets Trading UK LLP | 0001719165 | Aug 13, 2026 | 87 | $139.9M |
| MFG Wealth Management, Inc. | 0002053046 | Jul 8, 2026 | 63 | $139.8M |
| Stenham Asset Management Ltd | 0001840750 | Aug 14, 2026 | 15 | $139.6M |
| Odyssey Capital Advisors, Inc. | 0002104872 | Jul 31, 2026 | 101 | $139.6M |
| NorthAvenue LLC | 0002123735 | Jul 21, 2026 | 314 | $139.6M |
| Mio Partners, Inc. | 0001535457 | Aug 5, 2026 | 1 | $139.6M |
| SKY-Mountain Capital Management, Inc. | 0002065074 | Jul 31, 2026 | 40 | $139.6M |
| Two Creeks Capital Management, LP | 0001606430 | Aug 14, 2026 | 13 | $139.5M |
| Stegent Equity Advisors, Inc. | 0001908976 | Jul 29, 2026 | 112 | $139.5M |
| PCG Asset Management, LLC | 0002054906 | Jul 27, 2026 | 84 | $139.5M |
| Blue Investment Opportunities, LLC - Project Breeze Series 1 | 0002032685 | Aug 14, 2026 | 1 | $139.5M |
| Cadia Private Client LLC | 0002135817 | Aug 11, 2026 | 76 | $139.4M |
| Ares Financial Consulting, LLC | 0002106717 | Jul 9, 2026 | 1,132 | $139.4M |
| Balance Capital Partners L.P. | 0002109256 | Aug 14, 2026 | 10 | $139.3M |
| Hershey Financial Advisers, LLC | 0002034214 | Aug 11, 2026 | 85 | $139.2M |
| HBE Wealth Management, LLC | 0002104442 | Jul 13, 2026 | 59 | $139.2M |
| Brickwood Asset Management LLP | 0002056939 | Aug 10, 2026 | 10 | $139.2M |
| Petiole USA ltd | 0001600202 | Aug 13, 2026 | 31 | $139.1M |
| Saber Capital Managment, LLC | 0001911378 | Jul 27, 2026 | 32 | $139.1M |
| Synergy Financial Group, LTD | 0001905669 | Aug 5, 2026 | 119 | $139.0M |
| Liberty Atlantic Advisors LLC | 0002101909 | Jul 22, 2026 | 86 | $139.0M |
| SeedSafe Financial LLC | 0002149814 | Aug 12, 2026 | 39 | $138.9M |
| BG Investment Services, LLC | 0001873989 | Aug 5, 2026 | 52 | $138.8M |
| New Mountain Capital, L.L.C. | 0001407718 | Aug 14, 2026 | 1 | $138.6M |
| Redwood Park Advisors LLC | 0002056274 | Aug 11, 2026 | 351 | $138.5M |
| Purewater Capital LLC | 0002135327 | Jul 28, 2026 | 56 | $138.5M |
| GS Investments, Inc. | 0001714590 | Aug 6, 2026 | 133 | $138.4M |
| Sandro Wealth Management LLC | 0002107860 | Aug 6, 2026 | 103 | $138.4M |
| First Financial Group Corp | 0002054920 | Jul 15, 2026 | 81 | $138.3M |
| E-Wealth Partners, LLC | 0002129940 | Aug 17, 2026 | 59 | $138.3M |
| Hillman Capital Management, Inc. | 0001314620 | Aug 14, 2026 | 54 | $138.2M |
| Prosperity Advisers, LLC | 0002042930 | Jul 29, 2026 | 44 | $138.1M |
| Wilmar Advisors LLC | 0002052481 | Aug 13, 2026 | 23 | $138.1M |
| ArborFi Advisors, LLC | 0002054674 | Aug 6, 2026 | 45 | $137.9M |
| Total Wealth Planning & Management, Inc. | 0002058383 | Jul 28, 2026 | 189 | $137.9M |
| Appalachian Capital Management Ltd | 0002111450 | Jul 21, 2026 | 43 | $137.9M |
| Broadwater Capital Management LLC | 0002084339 | Jul 24, 2026 | 208 | $137.9M |
| Cassilly Financial Group LLC | 0002090777 | Jul 15, 2026 | 75 | $137.8M |
| Orca Investment Management, LLC | 0001511229 | Aug 6, 2026 | 60 | $137.8M |
| Karani Asset Management LLC | 0001792430 | Aug 14, 2026 | 56 | $137.7M |
| Approach Retirement Advisors, LLC | 0002106948 | Jul 15, 2026 | 82 | $137.7M |
| Windsor Advisory Group, LLC | 0001739953 | Aug 14, 2026 | 97 | $137.7M |
| Windward Management LP | 0001880817 | Aug 17, 2026 | 7 | $137.7M |
| Littlejohn Financial Services, Inc. | 0002031637 | Jul 24, 2026 | 71 | $137.6M |
| Soapstone Management L.P. | 0001726948 | Aug 14, 2026 | 13 | $137.5M |
| Mountaineer Partners Management, LLC | 0001730532 | Aug 13, 2026 | 11 | $137.5M |
| Union Square Park Capital Management, LLC | 0001666231 | Aug 14, 2026 | 51 | $137.5M |
| Rubicon Advisors, GP | 0002114679 | Jul 29, 2026 | 86 | $137.3M |
| Pitti Group Wealth Management, LLC | 0001909664 | Aug 12, 2026 | 84 | $137.3M |
| GTS Financial, LLC | 0002112647 | Aug 14, 2026 | 41 | $137.2M |
| Marquette Associates, Inc. | 0002042617 | Aug 14, 2026 | 38 | $137.2M |
| WealthPoint Financial, LLC | 0002040860 | Aug 6, 2026 | 126 | $137.2M |
| Ferguson Johnson Wealth Management Inc | 0002109387 | Jul 31, 2026 | 38 | $137.2M |
| Farnam Financial LLC | 0002080267 | Jul 22, 2026 | 53 | $137.1M |
| Trustco Bank Corp. N Y | 0000357301 | Aug 14, 2026 | 77 | $137.1M |
| Elwood Capital Partners LP | 0002050159 | Aug 13, 2026 | 27 | $137.1M |
| Sentinel Dome Partners, LLC | 0002114194 | Aug 14, 2026 | 32 | $137.1M |
| Stephen J. Garry & Associates, LLC | 0002056402 | Jul 24, 2026 | 55 | $137.1M |
| Templeton & Phillips Capital Management, LLC | 0001961304 | Aug 7, 2026 | 52 | $137.1M |
| Daytona Street Capital LLC | 0002101936 | Aug 3, 2026 | 277 | $137.0M |
| Crabel Capital Management, LLC | 0001536557 | Aug 13, 2026 | 51 | $136.9M |
| Syntax Research, Inc. | 0001999827 | Jul 31, 2026 | 179 | $136.9M |
| Impact Investors, Inc | 0001824539 | Jul 31, 2026 | 88 | $136.8M |
| Stone Wealth Partners | 0001813454 | Jul 16, 2026 | 63 | $136.8M |
| Barrier Capital Management, LLC | 0001909089 | Aug 14, 2026 | 18 | $136.8M |
| Timmons Wealth Management, LLC | 0002110045 | Aug 7, 2026 | 74 | $136.7M |
| Potomac Capital Management, Inc. | 0001418746 | Aug 14, 2026 | 62 | $136.7M |
| Investment Advisory Services Group LLC | 0002099157 | Jul 29, 2026 | 37 | $136.7M |
| Axos Invest Inc. | 0002042928 | Aug 7, 2026 | 20 | $136.6M |
| Latash Investments, LLC | 0001317961 | Aug 11, 2026 | 20 | $136.5M |
| Aventus Investment Advisors, Inc. | 0002093055 | Jul 24, 2026 | 157 | $136.5M |
| Uptown Financial Advisors LLC | 0002066147 | Jul 10, 2026 | 77 | $136.5M |
| Vesey Street Capital Partners, L.L.C. | 0001910342 | Aug 12, 2026 | 1 | $136.5M |
| Sidoxia Capital Management, LLC | 0002132534 | Jul 24, 2026 | 88 | $136.4M |
| AEGON USA Investment Management, LLC | 0001454937 | Jul 17, 2026 | 42 | $136.4M |
| Transmarket Holdings LP | 0002134828 | Jul 21, 2026 | 33 | $136.3M |
| KVP Capital Advisors, LP | 0001858198 | Aug 13, 2026 | 35 | $136.2M |
| Rahlfs Capital, LLC | 0002056410 | Jul 28, 2026 | 86 | $136.2M |
| Candelo Capital Management LP | 0001845660 | Aug 14, 2026 | 27 | $136.2M |
| Semitam Bonam LLC | 0001922963 | Jul 24, 2026 | 50 | $136.1M |
| Ishara Investments LP | 0002111609 | Aug 14, 2026 | 41 | $136.1M |
| WJ Financial Advisors LLC | 0002095682 | Aug 13, 2026 | 136 | $136.0M |
| Golden Bell Financial Planning LLC | 0002044309 | Jul 31, 2026 | 41 | $136.0M |
| Rhodes Investment Advisors Inc. | 0001005186 | Jul 28, 2026 | 127 | $136.0M |
| Red Crane Wealth Management, LLC | 0001686343 | Jul 29, 2026 | 79 | $136.0M |
| Hanseatic Management Services Inc. | 0001128074 | Aug 7, 2026 | 83 | $135.9M |
| Challenger Wealth Management | 0002057602 | Jul 30, 2026 | 65 | $135.9M |