| Capital Squared Financial LLC | 0002128691 | Apr 17, 2026 | 82 | $128.2M |
| Momentum Wealth Planning, LLC | 0002087652 | Jan 28, 2026 | 41 | $128.2M |
| Richard Young Associates, Ltd. | 0002107563 | Feb 5, 2026 | 25 | $128.1M |
| Wilmar Advisors LLC | 0002052481 | Feb 13, 2026 | 27 | $128.0M |
| SBI Holdings USA, Inc. | 0002107413 | Feb 10, 2026 | 1 | $128.0M |
| Positano Wealth Management Ltd | 0002137428 | Jun 8, 2026 | 21 | $128.0M |
| Williamson Legacy Group, LLC | 0002011965 | Feb 9, 2026 | 92 | $127.9M |
| Union Square Park Capital Management, LLC | 0001666231 | Feb 17, 2026 | 42 | $127.9M |
| Makaira Partners LLC | 0001540866 | Feb 11, 2026 | 11 | $127.9M |
| Beartown Capital Management, LLC | 0001877162 | Feb 18, 2026 | 39 | $127.9M |
| Harbour Wealth Management Group, Inc. | 0002085855 | Feb 19, 2026 | 91 | $127.9M |
| Benningfield Financial Advisors, LLC | 0002053653 | Jan 27, 2026 | 18 | $127.8M |
| Lalia Capital, LLC | 0002106818 | Feb 11, 2026 | 9 | $127.7M |
| Mozayyx Management LLC | 0002116489 | Mar 5, 2026 | 11 | $127.5M |
| Reliant Investment Partners, LLC | 0002069207 | Feb 6, 2026 | 109 | $127.4M |
| Aegis Wealth Management, Inc. | 0002096565 | Feb 5, 2026 | 101 | $127.3M |
| VanWeelden Wealth Management, LLC | 0001740451 | Feb 2, 2026 | 21 | $127.3M |
| ASL Financial, LLC | 0002105933 | Jan 20, 2026 | 94 | $127.3M |
| Outfitters Financial LLC | 0001846505 | Jan 28, 2026 | 78 | $127.1M |
| Orca Investment Management, LLC | 0001511229 | Jan 20, 2026 | 58 | $126.9M |
| Core Wealth Advisors, LLC | 0002110114 | Feb 10, 2026 | 32 | $126.9M |
| Poinciana Advisors Group, LLC | 0002054543 | Feb 9, 2026 | 138 | $126.8M |
| SALT Holding Corp. | 0001996109 | Feb 17, 2026 | 19 | $126.7M |
| Redstone Wealth Management, LLC | 0002049950 | Feb 9, 2026 | 39 | $126.6M |
| Graver Capital Management, LLC | 0002056589 | Feb 13, 2026 | 24 | $126.6M |
| JCP Investment Management, LLC | 0001461945 | Feb 18, 2026 | 18 | $126.6M |
| 180 GPS Investments IC Ltd | 0002077902 | Feb 13, 2026 | 20 | $126.5M |
| Stonepine Capital Management, LLC | 0001440771 | Feb 13, 2026 | 61 | $126.4M |
| Veratis Advisors, Inc. | 0002111807 | Feb 18, 2026 | 75 | $126.4M |
| Epacria Capital Partners, LLC | 0001927623 | Feb 17, 2026 | 33 | $126.3M |
| Gilpin Wealth Management, LLC | 0002058144 | Feb 11, 2026 | 976 | $126.2M |
| Allium Financial Advisors, LLC | 0002067277 | Feb 9, 2026 | 79 | $126.2M |
| Harpswell Capital Advisors, LLC | 0001806630 | Feb 11, 2026 | 36 | $126.2M |
| Stephen J. Garry & Associates, LLC | 0002056402 | Jan 16, 2026 | 51 | $126.1M |
| Seelaus Asset Management LLC | 0001705655 | Feb 4, 2026 | 174 | $126.0M |
| Cadia Private Client LLC | 0002135817 | May 20, 2026 | 71 | $126.0M |
| Total Wealth Planning & Management, Inc. | 0002058383 | Feb 11, 2026 | 186 | $126.0M |
| Perkins Capital Management Inc. | 0000884300 | Feb 4, 2026 | 91 | $125.9M |
| Kennon-Green & Company, LLC | 0001963352 | Feb 10, 2026 | 39 | $125.9M |
| Themes Management Co LLC | 0002107564 | Feb 9, 2026 | 136 | $125.8M |
| Journey Beyond Wealth, LLC | 0002052989 | Jan 23, 2026 | 31 | $125.7M |
| Sun Mountain Capital Ltd | 0001636044 | Jul 24, 2026 | 1 | $125.6M |
| Northstar Financial Companies, Inc. | 0002059828 | Feb 9, 2026 | 114 | $125.6M |
| Kraematon Investment Advisors, Inc. | 0001910852 | Jan 21, 2026 | 102 | $125.5M |
| Accel Growth Fund V Associates L.L.C. | 0001767987 | Feb 6, 2026 | 2 | $125.5M |
| TT Capital Management LLC | 0002056338 | Feb 11, 2026 | 73 | $125.5M |
| Guardsman Private Capital Management, Inc. | 0002110760 | Feb 12, 2026 | 40 | $125.5M |
| Fox Financial, Inc | 0002004131 | Feb 9, 2026 | 12 | $125.4M |
| Morangie Management LLC | 0002056670 | Jan 16, 2026 | 33 | $125.4M |
| Yunqi Capital Ltd | 0001912273 | Feb 10, 2026 | 6 | $125.4M |
| PCG Asset Management, LLC | 0002054906 | Feb 12, 2026 | 78 | $125.4M |
| Virtue Asset Management LLC | 0002094533 | Feb 10, 2026 | 96 | $125.3M |
| Walnut Level Capital LLC | 0001803088 | Feb 17, 2026 | 32 | $125.3M |
| Corus Family Wealth Advisors | 0001894830 | Feb 4, 2026 | 66 | $125.3M |
| Ripple Effect Asset Management LP | 0002031590 | Feb 13, 2026 | 11 | $125.2M |
| Argus Investors' Counsel, Inc. | 0000007195 | Jan 22, 2026 | 105 | $125.2M |
| Fairman Group, LLC | 0002016719 | Feb 13, 2026 | 337 | $125.2M |
| SCF Partners, Inc. | 0001085550 | Feb 3, 2026 | 1 | $125.1M |
| Yorktown Management & Research Co Inc | 0001313559 | Jan 23, 2026 | 219 | $125.1M |
| Sankala Group LLC | 0002113426 | Mar 2, 2026 | 570 | $125.1M |
| Quattro Advisors LLC | 0002111158 | Feb 13, 2026 | 547 | $125.1M |
| Steel Partners Holdings L.P. | 0001452857 | Feb 13, 2026 | 10 | $125.1M |
| Vanguard Capital Wealth Advisors | 0001730578 | Jan 16, 2026 | 128 | $125.0M |
| Lakeshore Capital Group, Inc. | 0002057465 | Jan 21, 2026 | 77 | $125.0M |
| LM Asset Management Inc. | 0002057190 | Feb 13, 2026 | 10 | $125.0M |
| Ulland Investment Advisors, LLC | 0001911497 | Jan 8, 2026 | 218 | $124.9M |
| Blalock Williams, LLC | 0002092331 | Feb 2, 2026 | 135 | $124.9M |
| Bey-Douglas LLC | 0002011271 | Feb 13, 2026 | 43 | $124.8M |
| Appalachian Capital Management Ltd | 0002111450 | Feb 17, 2026 | 42 | $124.8M |
| James Reed Financial Services, Inc. | 0001911052 | Jan 14, 2026 | 17 | $124.8M |
| Split Rock Private Trading & Wealth Management, LLC | 0002095884 | Jan 23, 2026 | 36 | $124.8M |
| Coquina Private Wealth LLC | 0002103792 | Jan 29, 2026 | 90 | $124.8M |
| Sectoral Asset Management Inc. | 0001274413 | Feb 9, 2026 | 74 | $124.8M |
| Paller Financial Services Inc | 0002095931 | Jan 15, 2026 | 45 | $124.7M |
| Eclipse Operations, LLC | 0001908066 | Feb 12, 2026 | 1 | $124.7M |
| Phillips Wealth Planners LLC | 0001962628 | Feb 10, 2026 | 188 | $124.6M |
| PW Advisors, LLC \ FL | 0002095919 | Feb 17, 2026 | 34 | $124.6M |
| Clientfirst Wealth Management, LLC | 0001915494 | Feb 6, 2026 | 50 | $124.6M |
| Sun Group Wealth Partners | 0002111007 | Feb 17, 2026 | 62 | $124.6M |
| NorthLanding Financial Partners, LLC | 0001655982 | Jan 26, 2026 | 41 | $124.5M |
| JM2 Capital Inc. | 0002103359 | Jan 23, 2026 | 110 | $124.4M |
| 14B Captial Management LP | 0002009911 | Feb 17, 2026 | 18 | $124.4M |
| Mallini Complete Financial Planning LLC | 0002049540 | Jan 6, 2026 | 62 | $124.4M |
| Sincerus Advisory, LLC | 0002050968 | Jan 8, 2026 | 74 | $124.4M |
| RHL Group, LLC | 0002066311 | Feb 9, 2026 | 215 | $124.4M |
| DG Capital Management, LLC | 0001512716 | Feb 13, 2026 | 14 | $124.4M |
| Dynamo Internacional Gestao DE Recursos Ltda. | 0001546790 | Feb 17, 2026 | 4 | $124.3M |
| Barnett & Company, Inc. | 0001426588 | Feb 12, 2026 | 81 | $124.2M |
| Bauman Advisory Group, LLC | 0002111802 | Feb 20, 2026 | 51 | $124.1M |
| NCP Inc. | 0002023709 | Feb 17, 2026 | 163 | $124.0M |
| Palatine Hill Wealth Management, LLC | 0002107248 | Feb 10, 2026 | 49 | $124.0M |
| Campbell Deegan Wealth Management, LLC | 0002059743 | Jan 22, 2026 | 46 | $123.9M |
| Robert Wood Johnson Foundation | 0000315157 | Jan 26, 2026 | 2 | $123.9M |
| Integras Partners LLC | 0002055384 | Jan 29, 2026 | 65 | $123.8M |
| Parvin Asset Management, LLC | 0002056764 | Feb 17, 2026 | 309 | $123.7M |
| Act Capital Management, LLC | 0001442273 | Feb 17, 2026 | 58 | $123.7M |
| Rhodes Investment Advisors Inc. | 0001005186 | May 13, 2026 | 116 | $123.6M |
| Pangea Capital Gestao de Recursos Ltda. | 0002119167 | Aug 17, 2026 | 8 | $123.5M |
| Christian Investment Advisors, Inc. | 0002055071 | Jan 22, 2026 | 10 | $123.4M |
| Aventus Investment Advisors, Inc. | 0002093055 | Jan 14, 2026 | 147 | $123.4M |