| Smallwood Wealth Investment Management, LLC | 0001921304 | Apr 25, 2024 | 67 | $129.0M |
| Kearns & Associates LLC | 0001908695 | May 10, 2024 | 42 | $129.1M |
| Williamson Legacy Group, LLC | 0002011965 | May 14, 2024 | 79 | $129.1M |
| Lionsbridge Wealth Management LLC | 0001800533 | May 2, 2024 | 54 | $129.3M |
| Financial Alternatives, Inc | 0001967227 | May 10, 2024 | 82 | $129.3M |
| Campion Asset Management | 0001843492 | May 14, 2024 | 101 | $129.3M |
| Wynn Capital, LLC | 0002009900 | Apr 11, 2024 | 101 | $129.4M |
| Abich Financial Wealth Management LLC | 0002011645 | Jun 21, 2024 | 544 | $129.4M |
| Nicholas Wealth, LLC. | 0001911391 | Apr 19, 2024 | 119 | $129.4M |
| Centerstone Investors, LLC | 0001766788 | May 15, 2024 | 30 | $129.5M |
| Innova Wealth Partners | 0001888831 | May 16, 2024 | 75 | $129.5M |
| Akuna Securities LLC | 0001529090 | May 13, 2024 | 2 | $129.5M |
| Exane Asset Management | 0001666256 | Apr 23, 2024 | 13 | $129.6M |
| Brooktree Capital Management | 0001021296 | May 6, 2024 | 24 | $129.7M |
| Horizon Family Wealth, Inc. | 0001910660 | May 9, 2024 | 76 | $129.7M |
| Riverview Trust Co | 0001593600 | Apr 12, 2024 | 644 | $129.7M |
| waypoint wealth counsel | 0001807909 | Apr 12, 2024 | 96 | $129.7M |
| Guardian Wealth Management, Inc. | 0001910205 | May 14, 2024 | 244 | $129.8M |
| Rf&l Wealth Management, LLC | 0001965915 | Apr 30, 2024 | 56 | $129.8M |
| Scalar Gauge Management, LLC | 0001965542 | May 15, 2024 | 26 | $129.9M |
| Future Financial Wealth Managment LLC | 0001801892 | Apr 15, 2024 | 506 | $130.0M |
| Wheelhouse Advisory Group LLC | 0001998946 | Apr 23, 2024 | 38 | $130.2M |
| Leibman Financial Services, Inc. | 0002006661 | Apr 4, 2024 | 53 | $130.3M |
| Broadwater Capital Management LLC | 0002084339 | Feb 3, 2026 | 243 | $130.3M |
| VERITY Wealth Advisors | 0001763138 | Apr 5, 2024 | 74 | $130.3M |
| Triad Wealth Partners, LLC | 0002012717 | Apr 23, 2024 | 59 | $130.3M |
| Ahl Investment Management, Inc. | 0001908425 | Apr 15, 2024 | 65 | $130.4M |
| Strategic Investment Management, LLC | 0000846633 | Apr 29, 2024 | 11 | $130.4M |
| Bain Capital Venture Investors, LLC | 0001309469 | May 14, 2024 | 3 | $130.6M |
| Jacobs Asset Management, LLC | 0001351063 | May 14, 2024 | 27 | $130.6M |
| Lowery Thomas, LLC | 0001919701 | May 10, 2024 | 46 | $130.6M |
| Summer Road LLC | 0001604873 | May 15, 2024 | 1 | $130.7M |
| Viewpoint Investment Partners Corp. | 0001767457 | Apr 23, 2024 | 11 | $130.7M |
| 26North Partners LP | 0001950972 | May 15, 2024 | 1 | $130.7M |
| Alta Fox Capital Management, LLC | 0001858353 | May 15, 2024 | 12 | $130.8M |
| Ellerson Group Inc. | 0000935570 | May 8, 2024 | 49 | $130.8M |
| Segra Capital Management, LLC | 0001607512 | May 15, 2024 | 4 | $130.8M |
| Kolinsky Wealth Management, LLC | 0001904326 | May 15, 2024 | 143 | $130.8M |
| Sfm, LLC | 0002064225 | Apr 17, 2025 | 55 | $130.9M |
| VitalStone Financial, LLC | 0001963478 | May 6, 2024 | 529 | $130.9M |
| Arista Wealth Management, LLC | 0001964758 | Apr 22, 2024 | 35 | $130.9M |
| Syntax Research, Inc. | 0001999827 | May 7, 2024 | 170 | $131.0M |
| Uptick Partners, LLC | 0002005353 | May 1, 2024 | 118 | $131.0M |
| Spectrum Strategic Capital Management, LLC | 0001554961 | May 15, 2024 | 26 | $131.1M |
| Mach-1 Financial Group, LLC | 0001843358 | May 10, 2024 | 72 | $131.2M |
| Cook & Bynum Capital Management, LLC | 0001542280 | May 15, 2024 | 5 | $131.2M |
| Foresight Capital Management Advisors, Inc. | 0001630936 | Apr 16, 2024 | 80 | $131.3M |
| Mason & Associates, LLC | 0001895045 | Apr 26, 2024 | 80 | $131.3M |
| Capital Market Strategies LLC | 0001810158 | Apr 5, 2024 | 147 | $131.3M |
| Dempze Nancy E | 0001592614 | May 14, 2024 | 62 | $131.3M |
| WealthTrust Asset Management, LLC | 0001867894 | May 3, 2024 | 85 | $131.3M |
| Taylor Financial Group, Inc. | 0002012516 | May 14, 2024 | 95 | $131.3M |
| CPR Investments Inc. | 0001775053 | Apr 19, 2024 | 48 | $131.4M |
| Valley Financial Group, Inc. | 0002010327 | May 15, 2024 | 55 | $131.4M |
| Conscious Wealth Investments, LLC | 0002011014 | Apr 24, 2024 | 47 | $131.6M |
| Bridgefront Capital, LLC | 0001725690 | May 15, 2024 | 355 | $131.6M |
| Cedar Point Capital Partners, LLC | 0001954337 | May 22, 2024 | 54 | $131.7M |
| Apis Capital Advisors, LLC | 0001386892 | May 15, 2024 | 36 | $131.8M |
| Seven Mile Advisory | 0001987932 | May 8, 2024 | 158 | $131.8M |
| Gouws Capital LLC | 0001908828 | May 8, 2024 | 44 | $131.9M |
| Caitlin John, LLC | 0002010947 | Jan 27, 2025 | 876 | $131.9M |
| NorthStar Asset Management LLC | 0002011587 | May 6, 2024 | 79 | $132.0M |
| Anchor IV Pte. Ltd. | 0001993966 | May 15, 2024 | 1 | $132.0M |
| First Bancorp, Inc | 0000765207 | Apr 15, 2024 | 118 | $132.1M |
| Crossingbridge Advisors, LLC | 0001770024 | May 14, 2024 | 54 | $132.2M |
| Core Wealth Partners LLC | 0001965078 | Apr 19, 2024 | 139 | $132.3M |
| Pillar Wealth Advisors, LLC | 0001632226 | May 7, 2024 | 71 | $132.4M |
| New Millennium Group LLC | 0001909654 | May 15, 2024 | 67 | $132.4M |
| Wealth Group, Ltd. | 0002013988 | May 10, 2024 | 148 | $132.5M |
| LifeSteps Financial, Inc. | 0001801373 | Apr 26, 2024 | 441 | $132.5M |
| Mork Capital Management, LLC | 0001626494 | May 14, 2024 | 108 | $132.6M |
| PB Investment Partners, L.P. | 0001910391 | May 14, 2024 | 8 | $132.7M |
| Jade Capital Advisors, LLC | 0001761663 | May 10, 2024 | 69 | $132.7M |
| Sheridan Capital Management, LLC | 0001926753 | May 10, 2024 | 26 | $132.7M |
| Spring Capital Management, LLC | 0001899146 | Apr 10, 2024 | 32 | $132.7M |
| Carroll Investors, Inc | 0001911400 | May 15, 2024 | 24 | $132.8M |
| Burke & Herbert Bank & Trust Co. | 0001101250 | Apr 15, 2024 | 119 | $132.8M |
| XXEC, Inc. | 0001828822 | Apr 22, 2024 | 23 | $132.9M |
| Basepoint Wealth LLC | 0002088236 | Oct 16, 2025 | 115 | $132.9M |
| CRCM LP | 0001483234 | May 15, 2024 | 6 | $132.9M |
| Pennant Select, LLC | 0002011563 | May 15, 2024 | 10 | $132.9M |
| Alden Global Capital LLC | 0001616882 | May 15, 2024 | 19 | $133.0M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0002000490 | Apr 26, 2024 | 61 | $133.0M |
| Fidelity D & D Bancorp Inc. | 0001098151 | Apr 16, 2024 | 103 | $133.1M |
| Wallace Advisory Group, LLC | 0001932645 | Apr 12, 2024 | 171 | $133.1M |
| Sterling Manor Financial, LLC | 0001842015 | Apr 23, 2024 | 26 | $133.2M |
| BRX Global LP | 0001844103 | May 15, 2024 | 5 | $133.2M |
| Longview Financial Advisors, Inc. | 0001786915 | Oct 18, 2024 | 44 | $133.2M |
| Meixler Investment Management, Ltd. | 0001911615 | May 7, 2024 | 98 | $133.2M |
| H&F Corporate Investors IX, Ltd. | 0001767564 | May 13, 2024 | 1 | $133.3M |
| Maripau Wealth Management LLC | 0001890698 | May 14, 2024 | 159 | $133.3M |
| Aquilo Capital Management, LLC | 0001591986 | May 15, 2024 | 10 | $133.4M |
| Greenhouse Wealth Management, LLC | 0001843566 | Apr 22, 2024 | 59 | $133.5M |
| Endowment Wealth Management, Inc. | 0001904477 | May 8, 2024 | 131 | $133.5M |
| Paragon Capital Management Inc. | 0002038506 | Sep 26, 2024 | 69 | $133.6M |
| Abel Hall, LLC | 0002013339 | May 8, 2024 | 149 | $133.6M |
| Cascade Investment Group, Inc. | 0000919447 | May 15, 2024 | 142 | $133.6M |
| Strategic Financial Planning, Inc. | 0001802277 | Apr 22, 2024 | 36 | $133.6M |
| Novak & Powell Financial Services, Inc. | 0002011548 | May 15, 2024 | 145 | $133.7M |
| Harvest Investment Advisors, LLC | 0001967261 | May 15, 2024 | 51 | $133.7M |