| Troluce Capital Advisors LLC | 0001910321 | May 15, 2025 | 16 | $106.0M |
| North Capital, Inc. | 0002065938 | Apr 28, 2025 | 619 | $106.0M |
| ADG Wealth Management Group, LLC | 0002053824 | May 1, 2025 | 24 | $106.0M |
| Entruity Wealth, LLC | 0001719303 | May 8, 2025 | 42 | $106.1M |
| Smith Asset Management Co., LLC | 0002068217 | May 19, 2025 | 66 | $106.1M |
| Macroview Investment Management LLC | 0001551727 | Apr 29, 2025 | 83 | $106.1M |
| Fox Financial, Inc | 0002004131 | Apr 21, 2025 | 13 | $106.2M |
| Mountain Lake Investment Management LLC | 0001308555 | May 15, 2025 | 30 | $106.2M |
| SLT Holdings LLC | 0002052222 | May 7, 2025 | 87 | $106.3M |
| C2C Wealth Management, LLC | 0001868903 | Apr 23, 2025 | 87 | $106.5M |
| William Howard & Co Financial Advisors Inc | 0002023493 | Apr 25, 2025 | 52 | $106.7M |
| Orcam Financial Group | 0001905367 | May 15, 2025 | 49 | $106.8M |
| Garland Capital Management Inc. | 0001181544 | Apr 22, 2025 | 28 | $106.8M |
| PCG Asset Management, LLC | 0002054906 | May 12, 2025 | 73 | $106.9M |
| Stephen J. Garry & Associates, LLC | 0002056402 | May 13, 2025 | 43 | $106.9M |
| Turning Point Benefit Group, Inc. | 0002008513 | May 12, 2025 | 66 | $106.9M |
| Journey Beyond Wealth, LLC | 0002052989 | Apr 25, 2025 | 29 | $107.0M |
| MRP Capital Investments, LLC | 0001964831 | May 7, 2025 | 212 | $107.0M |
| Clifford Group, LLC | 0001965522 | May 15, 2025 | 76 | $107.0M |
| MeadowBrook Investment Advisors LLC | 0001308290 | Apr 30, 2025 | 276 | $107.1M |
| WPG Advisers, LLC | 0002067343 | May 15, 2025 | 1,427 | $107.2M |
| M Wealth Management, LLC | 0002026150 | May 15, 2025 | 46 | $107.3M |
| Silverberg Bernstein Capital Management LLC | 0002007880 | Apr 10, 2025 | 62 | $107.4M |
| OneAscent Family Office, LLC | 0002055812 | May 5, 2025 | 117 | $107.5M |
| Alpine Investment Management Ltd | 0001964631 | May 14, 2025 | 5 | $107.6M |
| Profit Investment Management, LLC | 0001286295 | Apr 9, 2025 | 74 | $107.7M |
| Summit Financial Consulting LLC | 0002065794 | Apr 29, 2025 | 42 | $107.8M |
| AtlasMark Financial, Inc | 0002127120 | Apr 22, 2026 | 39 | $107.8M |
| Woodside Wealth Management LLC | 0002064883 | May 1, 2025 | 76 | $107.9M |
| SALT Holding Corp. | 0001996109 | May 14, 2025 | 12 | $107.9M |
| Farley Capital L.P. | 0001479465 | May 14, 2025 | 16 | $108.0M |
| Forefront Wealth Management Inc. | 0001904828 | Apr 17, 2025 | 48 | $108.1M |
| Copia Wealth Management | 0002058771 | Apr 17, 2025 | 452 | $108.1M |
| Elevate Capital Advisors, LLC | 0001909571 | Apr 28, 2025 | 58 | $108.1M |
| Willner & Heller, LLC | 0001927796 | May 5, 2025 | 146 | $108.2M |
| Amara Financial, Llc. | 0001934965 | Apr 25, 2025 | 45 | $108.2M |
| Camelot Technology Advisors, Inc. | 0002021818 | Apr 14, 2025 | 51 | $108.2M |
| Mission Financial Group, LLC | 0002113810 | May 12, 2026 | 146 | $108.3M |
| RK Asset Management, LLC | 0001595686 | Apr 2, 2025 | 23 | $108.3M |
| Winnacle Wealth LLC | 0002079687 | Aug 26, 2025 | 631 | $108.4M |
| Bonfire Financial | 0001762539 | Apr 22, 2025 | 49 | $108.5M |
| Innovative Wealth Building LLC | 0002062596 | Apr 25, 2025 | 50 | $108.5M |
| Croban | 0001694663 | May 1, 2025 | 74 | $108.5M |
| Cannon Advisors, Inc. | 0001805370 | Apr 28, 2025 | 60 | $108.6M |
| Connective Capital Management, LLC | 0001543568 | May 14, 2025 | 47 | $108.6M |
| White Knight Strategic Wealth Advisors, LLC | 0001904677 | May 15, 2025 | 74 | $108.6M |
| Nicholson Meyer Capital Management, Inc. | 0002065771 | Apr 25, 2025 | 45 | $108.7M |
| Kore Advisors LP | 0001971339 | May 15, 2025 | 12 | $108.7M |
| Atlantic Family Wealth, LLC | 0002012511 | May 7, 2025 | 46 | $108.7M |
| Flavin Financial Services, Inc. | 0002052798 | Feb 6, 2026 | 67 | $108.8M |
| J2 Capital Management Inc | 0001586882 | Apr 8, 2025 | 104 | $108.8M |
| RoundAngle Advisors LLC | 0002049176 | Apr 28, 2025 | 57 | $108.9M |
| Commons Capital, LLC | 0001912835 | May 12, 2025 | 97 | $108.9M |
| Fairman Group, LLC | 0002016719 | May 7, 2025 | 265 | $109.1M |
| Lighthouse Wealth Management Inc. | 0002042810 | Apr 22, 2025 | 38 | $109.1M |
| Stadium Capital Management LLC | 0001105087 | May 15, 2025 | 9 | $109.1M |
| Breakout Capital Partners, LP | 0001935243 | May 15, 2025 | 7 | $109.2M |
| Kraft Asset Management, LLC | 0001908611 | Apr 21, 2025 | 46 | $109.2M |
| Womack Financial LLC | 0002107079 | Feb 10, 2026 | 65 | $109.2M |
| Integrity Investment Advisors, LLC | 0002066359 | May 6, 2025 | 45 | $109.5M |
| Emmett Investment Management, LP | 0002042845 | May 14, 2025 | 23 | $109.5M |
| Sierra Legacy Group | 0002056766 | Apr 17, 2025 | 61 | $109.6M |
| Bey-Douglas LLC | 0002011271 | May 15, 2025 | 42 | $109.6M |
| LTG Capital LLC | 0001936987 | Apr 30, 2025 | 26 | $109.7M |
| Everest Private Wealth | 0002056683 | Apr 14, 2025 | 51 | $109.7M |
| Wulff, Hansen & Co. | 0000108634 | May 14, 2025 | 98 | $109.7M |
| Allium Financial Advisors, LLC | 0002067277 | May 7, 2025 | 85 | $109.7M |
| Flywheel Private Wealth LLC | 0002029680 | Apr 15, 2025 | 82 | $109.7M |
| Black Cypress Capital Management, LLC | 0002022614 | May 13, 2025 | 28 | $109.7M |
| Perissos Private Wealth Management, LLC | 0002023071 | Apr 25, 2025 | 73 | $109.7M |
| Somerset Group LLC | 0001567912 | May 13, 2025 | 62 | $109.9M |
| Good Steward Wealth Advisors,LLC | 0002060772 | Apr 21, 2025 | 127 | $109.9M |
| Kize Capital LP | 0001798860 | May 14, 2025 | 6 | $109.9M |
| CVFG LLC | 0002050974 | Apr 23, 2025 | 91 | $110.0M |
| Chiron Capital Management, LLC | 0001830922 | May 15, 2025 | 114 | $110.0M |
| Opulen Financial Group LLC | 0002055099 | May 2, 2025 | 90 | $110.1M |
| InTrack Investment Management Inc | 0001847343 | Apr 15, 2025 | 90 | $110.1M |
| Centricity Wealth Management, LLC | 0002054645 | Apr 14, 2025 | 449 | $110.2M |
| Delta Wealth Advisors LLC | 0001970701 | Oct 10, 2025 | 40 | $110.2M |
| Fairway Financial, LLC | 0001921009 | Apr 29, 2025 | 20 | $110.2M |
| Avant Financial Advisors LLC | 0002063243 | May 13, 2025 | 64 | $110.3M |
| Grizzlyrock Capital, LLC | 0002011732 | May 15, 2025 | 21 | $110.3M |
| Elizabeth Park Capital Advisors, Ltd. | 0001600583 | May 14, 2025 | 43 | $110.3M |
| Absoluto Partners Gestao de Recursos Ltda | 0001847566 | Mar 3, 2026 | 29 | $110.3M |
| Collar Capital Management, LLC | 0002056719 | May 14, 2025 | 68 | $110.3M |
| General Equity Holdings LP | 0001700362 | May 15, 2025 | 6 | $110.3M |
| Shengqi Capital (Hong Kong) Ltd | 0002040405 | May 12, 2025 | 4 | $110.4M |
| Instrumental Wealth, LLC | 0001976010 | Apr 28, 2025 | 56 | $110.4M |
| Decagon Asset Management LLP | 0001950677 | May 15, 2025 | 40 | $110.4M |
| Planwiser Financial, LLC | 0002043741 | May 8, 2025 | 47 | $110.4M |
| Life Planning Partners, Inc | 0001910934 | Apr 17, 2025 | 61 | $110.4M |
| Strategent Financial, LLC | 0002052737 | Apr 11, 2025 | 33 | $110.5M |
| Ackerman Asset Management, LLC | 0002067071 | May 8, 2025 | 24 | $110.6M |
| Floyd Financial Group LLC | 0002007613 | Apr 10, 2025 | 55 | $110.6M |
| Michels Family Financial, LLC | 0002053733 | May 15, 2025 | 122 | $110.6M |
| Western Pacific Wealth Management, LP | 0001907320 | Apr 17, 2025 | 199 | $110.6M |
| Wolfstich Capital, LLC | 0002047009 | Jun 2, 2025 | 23 | $110.6M |
| Milestone Asset Management Group, LLC | 0002063452 | May 6, 2025 | 93 | $110.6M |
| Fairscale Capital, LLC | 0002032350 | May 14, 2025 | 352 | $110.7M |
| Integras Partners LLC | 0002055384 | May 14, 2025 | 60 | $110.8M |