| River's Edge Wealth Management, LLC | 0002109861 | Apr 27, 2026 | 46 | $106.5M |
| Curtis Wealth Management LLC | 0002108708 | May 8, 2026 | 50 | $106.5M |
| Financial Management, Inc. | 0002143070 | Jul 2, 2026 | 39 | $106.5M |
| Kingsbury Capital Investment Advisors LLC | 0001927315 | Aug 25, 2026 | 113 | $106.4M |
| Wheels Up Wealth, Inc. | 0002107618 | May 13, 2026 | 24 | $106.4M |
| Corient IA LP | 0002058426 | May 14, 2026 | 279 | $106.4M |
| Ak Global Asset Management, LLC | 0002105908 | Apr 29, 2026 | 28 | $106.3M |
| Colter Lewis Investment Partners LLC | 0002107902 | May 15, 2026 | 111 | $106.3M |
| Haven Global Partners, LLC | 0002051846 | May 12, 2026 | 8 | $106.3M |
| TrustWell Financial Advisors, LLC | 0002133429 | May 7, 2026 | 70 | $106.3M |
| Alpine Fox Capital LLC | 0002096493 | May 14, 2026 | 13 | $106.2M |
| Mann Financial Group, Inc. | 0002093991 | Apr 24, 2026 | 31 | $106.2M |
| Portus Wealth Advisors, LLC | 0002097516 | Apr 22, 2026 | 568 | $106.2M |
| Wildcat Capital Management, LLC | 0001582384 | May 1, 2026 | 2 | $106.2M |
| Tandemgrowth Financial Advisors LLC | 0002110449 | May 7, 2026 | 22 | $106.2M |
| Red Mountain Financial, LLC | 0001997650 | Apr 28, 2026 | 79 | $106.2M |
| Opus Financial Solutions LLC | 0001934041 | May 8, 2026 | 103 | $106.2M |
| Valtrion Capital Management, LLC | 0002072223 | May 15, 2026 | 93 | $106.1M |
| Midway Capital Research & Management | 0002115416 | Apr 13, 2026 | 117 | $106.1M |
| Snowwater Investment Partners, LLC | 0002075393 | May 15, 2026 | 89 | $106.1M |
| Merrithew & Thorsten Inc | 0002107460 | May 1, 2026 | 122 | $106.0M |
| Town Lane Management LP | 0002019534 | May 15, 2026 | 4 | $106.0M |
| Friends of the Cornell Lab of Ornithology, Inc. | 0002145869 | Aug 14, 2026 | 5 | $105.9M |
| 3 Factor Indexing, LLC | 0002135169 | May 14, 2026 | 453 | $105.9M |
| Connecticut Capital Management Group, LLC | 0002097898 | Apr 13, 2026 | 109 | $105.8M |
| Continental Investors Services, Inc. | 0000883634 | May 15, 2026 | 81 | $105.8M |
| Pathway Wealth Management LLC | 0002135623 | May 20, 2026 | 30 | $105.8M |
| Kids Capital Management, L.P. | 0001909180 | May 15, 2026 | 12 | $105.7M |
| Trask Adam Roland | 0002109050 | May 15, 2026 | 190 | $105.7M |
| Gratia Capital, LLC | 0001599793 | May 15, 2026 | 24 | $105.7M |
| Bayhunt Capital LLC | 0002058173 | May 15, 2026 | 20 | $105.6M |
| Timmons Wealth Management, LLC | 0002110045 | May 11, 2026 | 73 | $105.5M |
| Littlejohn & Co. LLC | 0001042537 | May 14, 2026 | 9 | $105.5M |
| Dara Capital Us, Inc. | 0001891892 | Apr 30, 2026 | 119 | $105.5M |
| Auctus Advisors LLC | 0002042516 | Apr 24, 2026 | 29 | $105.4M |
| Aldebaran Financial Inc. | 0001353110 | May 14, 2026 | 76 | $105.3M |
| PARK CIRCLE Co | 0001546592 | May 14, 2026 | 49 | $105.3M |
| Sentinel Dome Partners, LLC | 0002114194 | May 15, 2026 | 29 | $105.1M |
| Alpha Capital Advisors Inc. | 0001027694 | May 27, 2026 | 32 | $105.1M |
| Northland Securities, Inc. | 0001006938 | May 4, 2026 | 107 | $105.0M |
| Safe Harbor Fiduciary, LLC | 0002036114 | May 15, 2026 | 56 | $105.0M |
| Sycamore Partners Management, L.P. | 0001632833 | May 15, 2026 | 2 | $105.0M |
| American National Bank of Texas | 0002086953 | Apr 9, 2026 | 57 | $104.9M |
| Artesa Financial Group, LLC | 0002109808 | Apr 21, 2026 | 55 | $104.9M |
| Expressive Wealth LLC | 0002026980 | May 11, 2026 | 130 | $104.9M |
| Weaver C. Barksdale & Associates, Inc. | 0001294588 | May 14, 2026 | 62 | $104.9M |
| Palladiem, LLC | 0001629271 | May 6, 2026 | 158 | $104.8M |
| Fell Capital Management | 0000850601 | May 4, 2026 | 91 | $104.8M |
| Helium Advisors LLC | 0002056653 | May 5, 2026 | 92 | $104.8M |
| Signet Private Wealth LLC | 0002096298 | Apr 29, 2026 | 117 | $104.7M |
| Waycross Investment Management Co | 0001922448 | Apr 13, 2026 | 44 | $104.7M |
| McLaughlin Asset Management, Inc. | 0002112239 | Apr 29, 2026 | 91 | $104.6M |
| JHP Wealth Management, LLC | 0002110669 | May 14, 2026 | 32 | $104.6M |
| Guardian Capital, LLC | 0002083963 | May 11, 2026 | 81 | $104.5M |
| CDM Financial Counseling Services, Inc. | 0002107537 | Apr 14, 2026 | 80 | $104.5M |
| Forteris Wealth Management Inc. | 0002107238 | Apr 21, 2026 | 68 | $104.5M |
| Hanseatic Management Services Inc. | 0001128074 | May 6, 2026 | 80 | $104.5M |
| TFJ Management, LLC | 0002056069 | May 15, 2026 | 12 | $104.5M |
| Kilner Capital Advisors, LLC | 0002109522 | May 11, 2026 | 18 | $104.4M |
| Stonebridge Wealth Management, LLC | 0002082460 | Apr 17, 2026 | 36 | $104.3M |
| Purewater Capital LLC | 0002135327 | May 14, 2026 | 66 | $104.3M |
| BFI Wealth Solutions, LLC | 0002110651 | May 15, 2026 | 75 | $104.3M |
| Trailhead Planners LLC | 0002109534 | May 6, 2026 | 49 | $104.2M |
| Breachway Investments LLC | 0002106661 | Apr 13, 2026 | 96 | $104.2M |
| J.M. Arbour, LLC | 0002099154 | Apr 21, 2026 | 119 | $104.2M |
| Fiscal Wisdom Wealth Management, LLC | 0002053757 | May 6, 2026 | 90 | $104.2M |
| Q Global Advisors, LLC | 0001469589 | May 15, 2026 | 48 | $104.0M |
| Luma Capital S.A. - SPF | 0002087462 | Apr 10, 2026 | 12 | $103.9M |
| FinArc Investments, Inc. | 0002133911 | May 20, 2026 | 43 | $103.9M |
| Birchwood Financial Partners, Inc. | 0002110062 | May 5, 2026 | 348 | $103.7M |
| Scalar Gauge Management, LLC | 0001965542 | May 15, 2026 | 25 | $103.7M |
| CenterStar Asset Management, LLC | 0001722053 | May 1, 2026 | 87 | $103.6M |
| Reality Financial Planning Services, LLC | 0002110687 | Apr 24, 2026 | 20 | $103.6M |
| High Point Wealth Management, LLC | 0002106882 | Apr 8, 2026 | 250 | $103.6M |
| Elwood Capital Partners LP | 0002050159 | May 15, 2026 | 27 | $103.6M |
| Monetary Solutions, Ltd | 0002112370 | May 1, 2026 | 318 | $103.5M |
| Ruggiero Investments, Inc. | 0002110677 | May 12, 2026 | 78 | $103.4M |
| Crescent Sterling, Ltd. | 0001962005 | Apr 7, 2026 | 80 | $103.3M |
| Three Bearings Fiduciary Advisors, Inc. | 0002140230 | Jun 11, 2026 | 329 | $103.3M |
| Townsend Financial Planning, LLC | 0002110688 | Apr 29, 2026 | 29 | $103.3M |
| MY Wealth Management Inc. | 0001827845 | May 4, 2026 | 26 | $103.3M |
| Dalton Investments, Inc. | 0001388838 | May 12, 2026 | 17 | $103.3M |
| SVRN Asset Management, LLC | 0002094004 | May 13, 2026 | 37 | $103.3M |
| Bluefin Capital Management, LLC | 0001144208 | May 15, 2026 | 77 | $103.2M |
| Alan B Lancz & Associates, Inc. | 0001897835 | May 5, 2026 | 129 | $103.0M |
| Generations Wealth, LLC | 0002070529 | May 5, 2026 | 29 | $103.0M |
| Envision Financial Transparency, LLC | 0002080849 | May 13, 2026 | 56 | $102.9M |
| Vavra Capital Management, LLC | 0002106605 | Apr 27, 2026 | 24 | $102.9M |
| 1015 Capital Partners, LLC | 0002133991 | May 11, 2026 | 597 | $102.9M |
| Caspian Capital LP | 0001518999 | May 15, 2026 | 9 | $102.8M |
| Fulcrum Equity Management | 0001737888 | Apr 2, 2026 | 123 | $102.7M |
| Park Capital Management, LLC / WI | 0001998000 | Apr 15, 2026 | 75 | $102.7M |
| Olympus Peak Asset Management LP | 0001841359 | May 15, 2026 | 1 | $102.7M |
| ETF Store, Inc. | 0001911470 | Apr 30, 2026 | 100 | $102.7M |
| Investment Management Trust, LLC | 0002131759 | Apr 24, 2026 | 81 | $102.6M |
| Platt Wealth Management LLC | 0002109497 | May 1, 2026 | 50 | $102.6M |
| Vision Financial Markets LLC | 0001378145 | Apr 24, 2026 | 425 | $102.5M |
| Courant Investment Management LLC | 0001695426 | Apr 20, 2026 | 7 | $102.4M |
| Figure 8 Investment Strategies LLC | 0001909570 | Apr 23, 2026 | 56 | $102.4M |
| HighRoad Wealth Advisors, LLC | 0002079807 | Apr 15, 2026 | 37 | $102.4M |