| Envision Financial Planning, LLC | 0001964460 | Apr 30, 2024 | 29 | $123.9M |
| KRS Capital Management, LLC | 0001910876 | Apr 16, 2024 | 118 | $123.9M |
| Schwallier Wealth Management LLC | 0001934951 | May 14, 2024 | 29 | $124.1M |
| Clay Northam Wealth Management, LLC | 0001915687 | Apr 24, 2024 | 89 | $124.2M |
| Kraft Asset Management, LLC | 0001908611 | May 14, 2024 | 41 | $124.2M |
| Oracle Investment Management Inc. | 0001012622 | May 15, 2024 | 18 | $124.2M |
| QVIDTVM Management LLC | 0001912226 | May 14, 2024 | 10 | $124.2M |
| Counterweight Ventures, LLC | 0002012467 | May 1, 2024 | 64 | $124.2M |
| Guardian Investment Management | 0001365474 | Apr 26, 2024 | 54 | $124.4M |
| Chaney Capital Management, Inc. | 0002012041 | Apr 22, 2024 | 31 | $124.4M |
| Avid Wealth Partners LLC | 0001992344 | May 8, 2024 | 38 | $124.5M |
| Primoris Wealth Advisors, LLC | 0001909619 | May 7, 2024 | 95 | $124.5M |
| Brightwater Advisory LLC | 0002034566 | Oct 3, 2024 | 56 | $124.5M |
| Schear Investment Advisers, LLC | 0001962838 | May 1, 2024 | 79 | $124.5M |
| Salzhauer Michael | 0001059543 | Apr 26, 2024 | 79 | $124.6M |
| LWM Advisory Services, LLC | 0001697716 | May 9, 2024 | 88 | $124.7M |
| Sage Private Wealth Group, LLC | 0001845635 | Jan 29, 2025 | 83 | $124.8M |
| Mosaic Financial Group, LLC | 0002011050 | May 15, 2024 | 129 | $124.8M |
| Atmos Advisory, LLC | 0001905162 | Apr 24, 2024 | 20 | $124.9M |
| FCG Investment Co | 0002011697 | Apr 19, 2024 | 100 | $125.0M |
| Valley Brook Capital Group, Inc. | 0001851418 | May 1, 2024 | 118 | $125.1M |
| Vermillion & White Wealth Management Group, LLC | 0001862443 | May 15, 2024 | 346 | $125.2M |
| Ulland Investment Advisors, LLC | 0001911497 | Apr 25, 2024 | 234 | $125.3M |
| Lancaster Investment Management | 0001630064 | May 31, 2024 | 5 | $125.3M |
| Shepherd Kaplan Krochuk, LLC | 0001218583 | May 15, 2024 | 55 | $125.3M |
| JBR Co Financial Management Inc | 0002017878 | May 9, 2024 | 96 | $125.3M |
| Clarity Capital Advisors, LLC | 0002011219 | Apr 18, 2024 | 78 | $125.3M |
| FMB Wealth Management | 0002040224 | Nov 4, 2024 | 67 | $125.4M |
| LifePlan Investment Advisors, Inc. | 0002045484 | Jan 21, 2025 | 81 | $125.5M |
| Terra Nova Asset Management LLC | 0001658652 | Apr 25, 2024 | 84 | $125.5M |
| RiverGlades Family Offices LLC | 0001619779 | May 10, 2024 | 78 | $125.5M |
| EdgeRock Capital LLC | 0001908378 | May 15, 2024 | 55 | $125.6M |
| Certus Wealth Management, LLC | 0001989526 | May 6, 2024 | 50 | $125.6M |
| Invus Financial Advisors, LLC | 0001802978 | May 15, 2024 | 7 | $125.8M |
| NVP Associates, LLC | 0001545692 | May 10, 2024 | 6 | $125.9M |
| Client First Investment Management LLC | 0002018284 | Apr 19, 2024 | 22 | $125.9M |
| Stadium Capital Management LLC | 0001105087 | May 15, 2024 | 9 | $126.0M |
| Pinnacle West Asset Management, Inc. | 0001975730 | Apr 24, 2024 | 105 | $126.0M |
| Stonepine Capital Management, LLC | 0001440771 | May 15, 2024 | 20 | $126.1M |
| Better Money Decisions, LLC | 0001858428 | May 1, 2024 | 66 | $126.1M |
| Charter Research & Investment Group, Inc. | 0001666624 | May 13, 2024 | 84 | $126.1M |
| Thor Investment Management Inc. /Oh/ | 0000883734 | Jul 9, 2026 | 42 | $126.1M |
| Cottonwood Capital Advisors, LLC | 0001903321 | Apr 26, 2024 | 119 | $126.1M |
| Efficient Frontier Advisors LLC | 0002011188 | Apr 3, 2024 | 13 | $126.3M |
| Continental Advisors LLC | 0001277779 | May 15, 2024 | 33 | $126.3M |
| Paladin Advisory Group, LLC | 0001899703 | May 8, 2024 | 226 | $126.5M |
| American Institute for Advanced Investment Management, LLP | 0001805824 | Apr 22, 2024 | 128 | $126.5M |
| Shorepath Capital Management LLC | 0002012685 | Apr 12, 2024 | 22 | $126.6M |
| Arrien Investments, Inc. | 0002052048 | Apr 10, 2025 | 41 | $126.7M |
| McDonough Capital Management, Inc | 0001912128 | May 15, 2024 | 44 | $126.7M |
| Benchmark Investment Advisors LLC | 0001910971 | May 15, 2024 | 90 | $126.7M |
| Marathon Mission, Inc. | 0001987261 | Apr 1, 2024 | 46 | $126.7M |
| Aspect Partners, LLC | 0001985284 | May 17, 2024 | 554 | $126.7M |
| English Capital Management LLC | 0002010442 | May 14, 2024 | 33 | $126.9M |
| Wilson & Boucher Capital Management, LLC | 0001903579 | May 1, 2024 | 110 | $126.9M |
| Dominguez Wealth Management Solutions, Inc. | 0001881335 | Apr 18, 2024 | 57 | $127.0M |
| Wealth Forward, LLC | 0002012773 | May 7, 2024 | 31 | $127.0M |
| Windham Capital Management, LLC | 0001512415 | May 13, 2024 | 44 | $127.1M |
| TCM Advisors, LLC | 0001911491 | May 15, 2024 | 61 | $127.1M |
| ROI Financial Advisors, LLC | 0002011633 | May 13, 2024 | 63 | $127.2M |
| Marketfield Asset Management LLC | 0001561089 | May 15, 2024 | 35 | $127.2M |
| Greenwich Investment Management, Inc. | 0001456511 | May 15, 2024 | 36 | $127.2M |
| Main Line Retirement Advisors, LLC | 0001809416 | Apr 18, 2024 | 36 | $127.2M |
| McAlister, Sweet & Associates, Inc. | 0001774087 | Apr 2, 2024 | 33 | $127.3M |
| Royal Capital Wealth Management, LLC | 0001904323 | May 15, 2024 | 94 | $127.3M |
| In-Depth Partners, LLC | 0001908316 | May 15, 2024 | 12 | $127.3M |
| MB Generational Wealth, LLC | 0002009056 | May 9, 2024 | 61 | $127.4M |
| Martin Capital Advisors, LLP | 0001904126 | May 1, 2024 | 67 | $127.5M |
| Erickson Financial Group, LLC | 0001797734 | Apr 29, 2024 | 23 | $127.5M |
| SFI Advisors, LLC | 0001911308 | May 13, 2024 | 76 | $127.5M |
| Darden Wealth Group Inc | 0002011221 | May 8, 2024 | 107 | $127.6M |
| Masterton Capital Management, LP | 0001817145 | May 15, 2024 | 14 | $127.6M |
| Index Venture Growth Associates III Ltd | 0001785453 | May 15, 2024 | 2 | $127.7M |
| Cambridge Capital Management, LLC | 0002078994 | Aug 6, 2025 | 33 | $127.7M |
| BlueSky Wealth Advisors, LLC | 0001704107 | Apr 12, 2024 | 35 | $127.8M |
| Petiole USA ltd | 0001600202 | May 14, 2024 | 38 | $127.8M |
| Lee Financial Group Hawaii, Inc. | 0000837980 | Apr 24, 2024 | 28 | $127.8M |
| Peoples Bank | 0001998269 | Apr 3, 2024 | 270 | $127.9M |
| Crawford Fund Management, LLC | 0001816427 | May 15, 2024 | 36 | $128.0M |
| Andina Capital Management, LLC | 0001919158 | Apr 15, 2024 | 103 | $128.0M |
| Traction Financial Partners, LLC | 0002007748 | May 13, 2024 | 54 | $128.1M |
| Northern Financial Advisors Inc | 0001962457 | Apr 30, 2024 | 114 | $128.1M |
| SRN Advisors, LLC | 0001872370 | Jun 14, 2024 | 91 | $128.1M |
| Burr Financial Services, LLC | 0001966297 | May 10, 2024 | 33 | $128.2M |
| Values Added Financial LLC | 0001973921 | Apr 25, 2024 | 84 | $128.2M |
| Vannoy Advisory Group, Inc. | 0002011808 | May 8, 2024 | 27 | $128.3M |
| Priebe Wealth Holdings LLC | 0002009646 | Apr 12, 2024 | 62 | $128.3M |
| Comprehensive Wealth Management, LLC | 0001535202 | May 1, 2024 | 28 | $128.4M |
| Samson Rock Capital LLP | 0001788558 | May 9, 2024 | 10 | $128.4M |
| National Wealth Management Group, LLC | 0001977723 | May 17, 2024 | 133 | $128.5M |
| Lakehouse Capital Pty Ltd | 0001844830 | Apr 11, 2024 | 15 | $128.6M |
| Sippican Capital Advisors | 0001557406 | May 2, 2024 | 114 | $128.6M |
| Halter Ferguson Financial Inc. | 0001842665 | May 13, 2024 | 27 | $128.6M |
| Motiv8 Investments LLC | 0002024873 | May 30, 2024 | 85 | $128.6M |
| Schusterman Interests, LLC | 0001857024 | May 15, 2024 | 12 | $128.7M |
| Brown Financial Advisory | 0001843853 | Apr 25, 2024 | 32 | $128.7M |
| Visionary Horizons, LLC | 0002003615 | Apr 15, 2024 | 77 | $128.7M |
| Asset Management Advisors, LLC | 0001596355 | Apr 30, 2024 | 16 | $128.8M |
| Delphi Management Inc. | 0000767684 | May 21, 2024 | 84 | $128.9M |
| North Ridge Wealth Advisors, Inc. | 0001974277 | Apr 24, 2024 | 40 | $128.9M |