| American Asset Management Inc. | 0001569454 | May 7, 2026 | 31 | $115.2M |
| Perissos Private Wealth Management, LLC | 0002023071 | May 8, 2026 | 71 | $115.2M |
| SPWM Advisors LLC | 0002111209 | May 14, 2026 | 93 | $115.2M |
| Hudson Oak Wealth Advisory LLC | 0002088700 | Apr 21, 2026 | 52 | $115.1M |
| BLVD Private Wealth, LLC | 0002079537 | Apr 24, 2026 | 64 | $115.1M |
| Bayban | 0002110649 | Apr 24, 2026 | 671 | $115.0M |
| Carter Financial, LLC | 0002115533 | May 13, 2026 | 28 | $115.0M |
| Intrepid Family Office LLC | 0001596197 | May 15, 2026 | 37 | $115.0M |
| GK Wealth Management LLC | 0002069222 | Apr 7, 2026 | 51 | $115.0M |
| DWR Wealth Management, LLC | 0002123012 | Apr 7, 2026 | 51 | $115.0M |
| Ativo Capital Management LLC | 0001423065 | May 1, 2026 | 55 | $115.0M |
| Investment Advisory Services Group LLC | 0002099157 | Apr 28, 2026 | 29 | $114.9M |
| Powerhouse Assets LLC | 0001564396 | Apr 28, 2026 | 55 | $114.9M |
| Anabranch Capital Management, LP | 0001822480 | May 15, 2026 | 5 | $114.9M |
| Palatine Hill Wealth Management, LLC | 0002107248 | May 8, 2026 | 48 | $114.9M |
| Rubicon Advisors, GP | 0002114679 | May 15, 2026 | 76 | $114.9M |
| Asempa Wealth Advisors | 0002099967 | Apr 8, 2026 | 115 | $114.8M |
| MRP Capital Investments, LLC | 0001964831 | May 14, 2026 | 210 | $114.8M |
| Dedeker Financial LLC | 0002113408 | Apr 15, 2026 | 50 | $114.7M |
| HBE Wealth Management, LLC | 0002104442 | Apr 28, 2026 | 53 | $114.7M |
| Bey-Douglas LLC | 0002011271 | May 12, 2026 | 56 | $114.6M |
| Summerhill Capital Management lnc. | 0002017598 | Apr 22, 2026 | 35 | $114.6M |
| MH & Associates Securities Management Corp. | 0000354201 | May 1, 2026 | 98 | $114.6M |
| Longitude (Cayman) Ltd. | 0001664999 | May 5, 2026 | 29 | $114.6M |
| Pandowealth. LLC | 0002143045 | Aug 28, 2026 | 19 | $114.6M |
| Ramiah Investment Group | 0001566307 | Apr 21, 2026 | 67 | $114.4M |
| Potomac Capital Management, Inc. | 0001418746 | May 14, 2026 | 63 | $114.4M |
| Kelsey Financial, LLC | 0002022609 | May 6, 2026 | 63 | $114.4M |
| Kailix Advisors LLC | 0001970731 | Apr 30, 2026 | 10 | $114.3M |
| Wolfstich Capital, LLC | 0002047009 | Apr 21, 2026 | 45 | $114.3M |
| Union Square Park Capital Management, LLC | 0001666231 | May 15, 2026 | 53 | $114.3M |
| Karani Asset Management LLC | 0001792430 | May 15, 2026 | 53 | $114.2M |
| Winter & Associates, Inc. | 0002109063 | Apr 8, 2026 | 84 | $114.2M |
| Seal Cove Capital, LLC | 0002135303 | May 15, 2026 | 19 | $114.1M |
| Quest 10 Wealth Builders, Inc. | 0002035215 | May 6, 2026 | 763 | $114.1M |
| Stirlingshire Investments, Inc. | 0001829271 | May 4, 2026 | 196 | $114.0M |
| Lord & Richards Wealth Management, LLC | 0002045252 | Apr 20, 2026 | 50 | $114.0M |
| Maimon Wealth Management LTD. | 0001760401 | May 7, 2026 | 77 | $114.0M |
| Nitorum Capital, L.P. | 0001630243 | May 15, 2026 | 20 | $113.9M |
| CDKV Holdings LLC | 0002109928 | May 4, 2026 | 275 | $113.9M |
| Barrier Capital Management, LLC | 0001909089 | May 15, 2026 | 16 | $113.9M |
| CrossGen Wealth, LLC | 0002112179 | Apr 22, 2026 | 200 | $113.9M |
| Nestegg Advisors, Inc. | 0002062716 | Apr 8, 2026 | 51 | $113.9M |
| Stonepine Capital Management, LLC | 0001440771 | May 14, 2026 | 66 | $113.7M |
| Bristlecone Value Partners, LLC | 0001313998 | May 8, 2026 | 68 | $113.6M |
| Bosman Wealth Management, LLC | 0002066260 | May 4, 2026 | 52 | $113.6M |
| Journey Retirement Planning & Investment Management LLC | 0002122180 | May 15, 2026 | 133 | $113.5M |
| Milestones Private Investment Advisors LLC | 0001726041 | May 4, 2026 | 78 | $113.5M |
| Innovative Advisory Group, LLC | 0002156202 | Sep 22, 2026 | 24 | $113.5M |
| Eagle Bay Advisors LLC | 0001862864 | Apr 24, 2026 | 127 | $113.3M |
| Titan Investment Management LLC | 0002112547 | Apr 28, 2026 | 37 | $113.3M |
| Sun Mountain Capital Ltd | 0001636044 | Jul 24, 2026 | 1 | $113.2M |
| IDG China Capital Fund GP III Associates Ltd. | 0001649611 | May 1, 2026 | 2 | $113.2M |
| Hingham Institution for Savings | 0002044671 | Apr 15, 2026 | 15 | $113.2M |
| Sherwood Financial Partners, LLC | 0002056427 | May 11, 2026 | 8 | $113.1M |
| Andina Capital Management, LLC | 0001919158 | Apr 17, 2026 | 119 | $113.1M |
| Stonehaven Wealth & Tax Solutions, LLC | 0002056591 | May 15, 2026 | 82 | $113.0M |
| MeadowBrook Investment Advisors LLC | 0001308290 | Apr 22, 2026 | 186 | $113.0M |
| Msrh, LLC | 0002122489 | May 11, 2026 | 29 | $112.9M |
| Cooke Wealth Management, LLC | 0002093659 | Apr 10, 2026 | 37 | $112.9M |
| Matters Capital LLC | 0002110838 | May 12, 2026 | 64 | $112.8M |
| University of Wisconsin Foundation | 0001697228 | May 14, 2026 | 10 | $112.6M |
| Graham Capital Wealth Management, LLC | 0001907528 | May 12, 2026 | 56 | $112.6M |
| Trustco Bank Corp. N Y | 0000357301 | May 13, 2026 | 71 | $112.6M |
| Wealth Care LLC | 0002120450 | Apr 24, 2026 | 67 | $112.6M |
| Oath Planning, LLC | 0002109944 | May 8, 2026 | 69 | $112.6M |
| BluePrint Investing LLC | 0002108872 | Apr 23, 2026 | 25 | $112.5M |
| Argus Investors' Counsel, Inc. | 0000007195 | Apr 28, 2026 | 102 | $112.5M |
| Professional Financial Solutions LLC | 0001036215 | May 12, 2026 | 38 | $112.4M |
| Katamaran Capital LLP | 0002025353 | May 5, 2026 | 28 | $112.3M |
| Veradace Capital Management LLC | 0001772351 | May 14, 2026 | 24 | $112.2M |
| IFS Group,LLC | 0002087139 | May 18, 2026 | 143 | $112.2M |
| Parrish Capital LLC | 0002131053 | Apr 28, 2026 | 86 | $112.2M |
| Andrew Hill Investment Advisors, Inc. | 0001897071 | Apr 14, 2026 | 54 | $112.2M |
| Diker Management LLC | 0001276525 | May 15, 2026 | 42 | $112.1M |
| Fiduciary Financial Advisors | 0002116119 | May 7, 2026 | 69 | $112.1M |
| New Covenant Trust Company, N.A. | 0002023097 | Apr 17, 2026 | 96 | $112.0M |
| Graetz Wealth LLC | 0002053877 | Apr 30, 2026 | 80 | $112.0M |
| Vilga Financial Planning LLC | 0002083456 | Jun 22, 2026 | 83 | $111.9M |
| Waystone Advisors LLC | 0002055997 | Apr 16, 2026 | 101 | $111.9M |
| Vitruvian Partners LLP | 0001692590 | May 11, 2026 | 7 | $111.8M |
| Red Tree Management, LLC | 0002055980 | Apr 22, 2026 | 3 | $111.8M |
| Jacobs Equity LLC | 0002111761 | May 14, 2026 | 105 | $111.8M |
| Smith Partners Wealth Management, LLC | 0002111036 | May 11, 2026 | 76 | $111.6M |
| Odyssey Capital Advisors, Inc. | 0002104872 | Apr 29, 2026 | 97 | $111.6M |
| Financial Concepts Unlimited, Inc. | 0002112099 | May 5, 2026 | 44 | $111.6M |
| Larry Mathis Financial Planning, LLC | 0002118274 | Apr 22, 2026 | 156 | $111.5M |
| LB Partners LLC | 0002007877 | Apr 24, 2026 | 37 | $111.5M |
| ATLas Financial Planning LLC | 0002110886 | Apr 27, 2026 | 69 | $111.5M |
| Vericrest Private Wealth | 0001912300 | May 7, 2026 | 39 | $111.5M |
| Emergence GP Partners, LLC | 0001589115 | May 8, 2026 | 4 | $111.5M |
| Obsidian Cio, LLC | 0001843581 | May 11, 2026 | 215 | $111.4M |
| Benchmark Financial, LLC | 0002107260 | Apr 22, 2026 | 52 | $111.4M |
| Wagner Wealth Management, Corp | 0002109867 | May 5, 2026 | 103 | $111.4M |
| Kennebec Savings Bank | 0002043536 | Apr 17, 2026 | 249 | $111.4M |
| Stone Wealth Partners | 0001813454 | May 8, 2026 | 59 | $111.4M |
| Niles Investment Management, LLC | 0002016708 | May 15, 2026 | 25 | $111.3M |
| Corecam AG | 0002110914 | Apr 21, 2026 | 50 | $111.3M |
| Lynch Investment Planning, LLC | 0002110354 | May 13, 2026 | 54 | $111.3M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0002106763 | Apr 28, 2026 | 63 | $111.3M |