| Shepherd Kaplan Krochuk, LLC | 0001218583 | Aug 14, 2025 | 57 | $115.1M |
| Guild Investment Management, Inc. | 0001317802 | Jul 23, 2025 | 44 | $115.1M |
| Orcam Financial Group | 0001905367 | Aug 15, 2025 | 51 | $115.1M |
| Lonestar Capital Management LLC | 0001317410 | Aug 14, 2025 | 17 | $115.1M |
| Josh Arnold Investment Consultant, LLC | 0001911348 | Oct 3, 2025 | 14 | $115.2M |
| Mink Brook Asset Management LLC | 0002052205 | Aug 14, 2025 | 39 | $115.2M |
| DCVC Opportunity Fund II GP, LLC | 0001668343 | Aug 14, 2025 | 2 | $115.3M |
| Centerpoint Advisory Group | 0002054093 | Aug 6, 2025 | 100 | $115.3M |
| Morangie Management LLC | 0002056670 | Jul 16, 2025 | 32 | $115.3M |
| TB Capital Gestao de Recursos Ltda. | 0002077092 | Aug 14, 2025 | 18 | $115.3M |
| US Asset Management LLC | 0001882673 | Jul 16, 2025 | 123 | $115.4M |
| Caldwell Investment Management Ltd. | 0001904373 | Aug 14, 2025 | 20 | $115.4M |
| Priebe Wealth Holdings LLC | 0002009646 | Jul 25, 2025 | 53 | $115.5M |
| Lighthouse Wealth Management Inc. | 0002042810 | Jul 14, 2025 | 41 | $115.5M |
| Oracle Investment Management Inc. | 0001012622 | Aug 15, 2025 | 9 | $115.6M |
| Rolek Wealth Management LLC | 0002051339 | Jul 18, 2025 | 16 | $115.6M |
| Stephen J. Garry & Associates, LLC | 0002056402 | Jul 23, 2025 | 47 | $115.7M |
| Camelot Technology Advisors, Inc. | 0002021818 | Jul 9, 2025 | 49 | $115.7M |
| B Group, Inc. | 0002043476 | Aug 14, 2025 | 15 | $115.8M |
| Total Wealth Planning & Management, Inc. | 0002058383 | Jul 24, 2025 | 191 | $115.8M |
| Smith Asset Management Co., LLC | 0002068217 | Nov 3, 2025 | 69 | $115.8M |
| Benningfield Financial Advisors, LLC | 0002053653 | Aug 5, 2025 | 15 | $115.9M |
| Pitti Group Wealth Management, LLC | 0001909664 | Jul 15, 2025 | 78 | $115.9M |
| BCK Capital Management LP | 0001819275 | Aug 7, 2025 | 75 | $115.9M |
| North Capital, Inc. | 0002065938 | Aug 6, 2025 | 612 | $115.9M |
| Vista Finance, LLC | 0001893809 | Jul 29, 2025 | 53 | $116.0M |
| DKM Wealth Management, Inc. | 0002055833 | Jul 15, 2025 | 57 | $116.0M |
| Reyes Financial Architecture, Inc. | 0002047201 | Jul 9, 2025 | 282 | $116.0M |
| Stone House Capital Management, LLC | 0001589943 | Aug 14, 2025 | 3 | $116.1M |
| Signal Tree Financial Partners LLC | 0002069337 | Jul 15, 2025 | 48 | $116.2M |
| Woodside Wealth Management LLC | 0002064883 | Jul 23, 2025 | 77 | $116.2M |
| PCG Asset Management, LLC | 0002054906 | Aug 7, 2025 | 75 | $116.3M |
| Warm Springs Advisors Inc. | 0002057078 | Aug 6, 2025 | 45 | $116.5M |
| International Private Wealth Advisors LLC | 0002022637 | Jul 11, 2025 | 163 | $116.6M |
| Marvin & Palmer Associates Inc. | 0000860645 | Aug 12, 2025 | 32 | $116.6M |
| TABR Capital Management, LLC | 0001805603 | Jul 18, 2025 | 42 | $116.6M |
| PARK CIRCLE Co | 0001546592 | Jul 23, 2025 | 114 | $116.7M |
| Innovative Advisory Group, LLC | 0002156202 | Sep 23, 2026 | 253 | $116.7M |
| Alpha Advisors, LLC | 0002095967 | Nov 12, 2025 | 42 | $116.7M |
| Spartan Planning & Wealth Management | 0001749283 | Jul 17, 2025 | 76 | $116.7M |
| Sparta 24 Ltd. | 0001967706 | Jul 31, 2025 | 4 | $116.8M |
| Wulff, Hansen & Co. | 0000108634 | Aug 12, 2025 | 100 | $116.8M |
| LTG Capital LLC | 0001936987 | Aug 5, 2025 | 27 | $116.9M |
| Croban | 0001694663 | Aug 8, 2025 | 74 | $117.1M |
| Planwiser Financial, LLC | 0002043741 | Aug 14, 2025 | 44 | $117.2M |
| Carbahal Olsen Financial Services Group, LLC | 0002052538 | Jul 25, 2025 | 36 | $117.3M |
| Michels Family Financial, LLC | 0002053733 | Jul 17, 2025 | 126 | $117.3M |
| Outfitters Financial LLC | 0001846505 | Aug 6, 2025 | 73 | $117.3M |
| Affinity Wealth LLC | 0002111764 | Aug 26, 2026 | 69 | $117.4M |
| Mascagni Wealth Management, Inc. | 0002063074 | Aug 6, 2025 | 121 | $117.4M |
| Momentum Wealth Planning, LLC | 0002087652 | Sep 24, 2025 | 39 | $117.4M |
| ADG Wealth Management Group, LLC | 0002053824 | Aug 5, 2025 | 28 | $117.5M |
| Edmp, Inc. | 0001016021 | Jul 28, 2025 | 69 | $117.5M |
| University of Chicago | 0000314957 | Aug 7, 2025 | 11 | $117.5M |
| White Knight Strategic Wealth Advisors, LLC | 0001904677 | Aug 14, 2025 | 81 | $117.5M |
| Williams & Novak, LLC | 0001998419 | Jul 24, 2025 | 134 | $117.6M |
| Integrated Financial Solutions, Inc. | 0002086529 | Jan 16, 2026 | 24 | $117.6M |
| Cornerstone Financial Group, LLC | 0002056783 | Aug 15, 2025 | 67 | $117.6M |
| Entruity Wealth, LLC | 0001719303 | Aug 12, 2025 | 41 | $117.6M |
| Longview Financial Advisors, Inc. | 0001786915 | Jul 31, 2025 | 40 | $117.7M |
| Principia Wealth Advisory, LLC | 0002041436 | Aug 14, 2025 | 940 | $117.7M |
| Chapman Financial Group, LLC | 0002056577 | Aug 15, 2025 | 216 | $117.8M |
| Kids Capital Management, L.P. | 0001909180 | Aug 14, 2025 | 11 | $117.9M |
| Family Legacy Financial Solutions, LLC | 0002076068 | Jul 10, 2025 | 246 | $117.9M |
| Fortress Financial Group, LLC | 0002054451 | Aug 14, 2025 | 78 | $118.1M |
| Somerset Group LLC | 0001567912 | Aug 11, 2025 | 60 | $118.1M |
| Nicholson Meyer Capital Management, Inc. | 0002065771 | Jul 17, 2025 | 45 | $118.1M |
| Bryce Point Capital, LLC | 0002019492 | Aug 5, 2025 | 177 | $118.1M |
| Fairway Financial, LLC | 0001921009 | Aug 6, 2025 | 22 | $118.2M |
| Pin Oak Investment Advisors Inc. | 0001094584 | Aug 11, 2025 | 508 | $118.2M |
| Central Asset Investments & Management Holdings (HK) Ltd | 0001583672 | Aug 8, 2025 | 41 | $118.2M |
| Sound Financial Strategies Group, LLC | 0001800620 | Aug 6, 2025 | 95 | $118.3M |
| Fox Financial, Inc | 0002004131 | Aug 7, 2025 | 13 | $118.3M |
| Cushing Capital Partners, LLC | 0002054827 | Jul 28, 2025 | 86 | $118.3M |
| BRX Global LP | 0001844103 | Aug 14, 2025 | 3 | $118.4M |
| Mittelman Wealth Management | 0002021464 | Aug 8, 2025 | 38 | $118.5M |
| Copia Wealth Management | 0002058771 | Jul 28, 2025 | 466 | $118.5M |
| WPG Advisers, LLC | 0002067343 | Aug 11, 2025 | 1,428 | $118.6M |
| Journey Beyond Wealth, LLC | 0002052989 | Jul 22, 2025 | 28 | $118.6M |
| Corepath Wealth Partners LLC | 0001845838 | Jul 8, 2025 | 34 | $118.6M |
| Clear Point Advisors Inc. | 0002010474 | Jul 17, 2025 | 108 | $118.7M |
| Williamson Legacy Group, LLC | 0002011965 | Aug 13, 2025 | 104 | $118.7M |
| MFG Wealth Management, Inc. | 0002053046 | Jul 9, 2025 | 51 | $118.7M |
| Navis Wealth Advisors, LLC | 0001849055 | Aug 13, 2025 | 114 | $118.7M |
| Bulwark Capital Corp | 0002075899 | Jul 9, 2025 | 95 | $118.7M |
| Willner & Heller, LLC | 0001927796 | Jul 22, 2025 | 152 | $118.7M |
| Orca Wealth Management, LLC | 0002043765 | Jul 22, 2025 | 64 | $118.7M |
| Madison Park Capital Advisors, LLC | 0001993022 | Jul 8, 2025 | 61 | $118.8M |
| Q Global Advisors, LLC | 0001469589 | Aug 14, 2025 | 50 | $118.9M |
| Burr Financial Services, LLC | 0001966297 | Jul 9, 2025 | 30 | $118.9M |
| Collar Capital Management, LLC | 0002056719 | Aug 13, 2025 | 67 | $118.9M |
| Clayton Partners LLC | 0001550509 | Aug 14, 2025 | 37 | $119.0M |
| Mountain Hill Investment Partners Corp. | 0002055557 | Aug 5, 2025 | 177 | $119.1M |
| Lauer Wealth, LLC | 0001860063 | Aug 13, 2025 | 48 | $119.3M |
| OV Management LLC | 0002010766 | Aug 14, 2025 | 56 | $119.4M |
| Delta Wealth Advisors LLC | 0001970701 | Oct 10, 2025 | 45 | $119.4M |
| Travelers Companies, Inc. | 0000086312 | Aug 8, 2025 | 1 | $119.4M |
| BFI Infinity Ltd. | 0002043810 | Jul 24, 2026 | 55 | $119.6M |
| Pinnacle Wealth Management, LLC | 0001911464 | Jul 29, 2025 | 39 | $119.6M |
| WealthTrak Capital Management LLC | 0002052710 | Aug 12, 2025 | 933 | $119.7M |