| Taylor Financial Group, Inc. | 0002012516 | Jul 31, 2024 | 91 | $130.1M |
| Uptick Partners, LLC | 0002005353 | Jul 22, 2024 | 117 | $130.1M |
| Soviero Asset Management, LP | 0001755622 | Aug 14, 2024 | 35 | $130.1M |
| John & Kathleen Schreiber Foundation | 0001910790 | Aug 12, 2024 | 3 | $130.2M |
| Garnet Equity Capital Holdings, Inc. | 0001423876 | Aug 13, 2024 | 20 | $130.3M |
| Alibaba Group Holding Ltd | 0001577552 | Aug 14, 2024 | 5 | $130.3M |
| Wilson & Boucher Capital Management, LLC | 0001903579 | Aug 15, 2024 | 109 | $130.5M |
| 1620 Investment Advisors, Inc. | 0001907281 | Jul 23, 2024 | 596 | $130.5M |
| American Institute for Advanced Investment Management, LLP | 0001805824 | Jul 24, 2024 | 133 | $130.6M |
| ZynergyRetirementPlanningLLC | 0002031137 | Jul 25, 2024 | 125 | $130.6M |
| Main Line Retirement Advisors, LLC | 0001809416 | Jul 26, 2024 | 35 | $130.7M |
| waypoint wealth counsel | 0001807909 | Jul 19, 2024 | 89 | $130.7M |
| Guardian Wealth Management, Inc. | 0001910205 | Aug 8, 2024 | 246 | $130.8M |
| Objectivity Squared, LLC | 0002011113 | Jul 18, 2024 | 48 | $130.8M |
| Lewis Asset Management, LLC | 0002004520 | Jul 30, 2024 | 117 | $130.9M |
| Envision Financial Planning, LLC | 0001964460 | Jul 31, 2024 | 31 | $130.9M |
| Asset Management Advisors, LLC | 0001596355 | Jul 15, 2024 | 17 | $131.0M |
| Ariose Capital Management Ltd | 0001665925 | Jul 25, 2024 | 13 | $131.0M |
| StoneCrest Wealth Management, Inc. | 0002008409 | Jul 15, 2024 | 54 | $131.0M |
| Paragon Capital Management Inc. | 0002038506 | Sep 26, 2024 | 67 | $131.1M |
| Kinney Asset Management, LLC | 0001803121 | Aug 14, 2024 | 4 | $131.1M |
| Erickson Financial Group, LLC | 0001797734 | Jul 18, 2024 | 23 | $131.1M |
| Eight 31 Financial, LLC | 0002011328 | Aug 14, 2024 | 74 | $131.2M |
| Fortune 45 LLC | 0001918707 | Jul 30, 2024 | 25 | $131.2M |
| National Wealth Management Group, LLC | 0001977723 | Aug 9, 2024 | 130 | $131.3M |
| Horizon Family Wealth, Inc. | 0001910660 | Aug 8, 2024 | 76 | $131.3M |
| LFA - Lugano Financial Advisors SA | 0001737871 | Jul 30, 2024 | 172 | $131.3M |
| Gagnon Advisors, LLC | 0001599466 | Aug 14, 2024 | 27 | $131.3M |
| Sterling Manor Financial, LLC | 0001842015 | Jul 26, 2024 | 24 | $131.4M |
| Cook & Bynum Capital Management, LLC | 0001542280 | Aug 14, 2024 | 5 | $131.4M |
| Ellerson Group Inc. | 0000935570 | Aug 7, 2024 | 47 | $131.4M |
| Rf&l Wealth Management, LLC | 0001965915 | Jul 19, 2024 | 56 | $131.4M |
| Morgens Waterfall Vintiadis & Co. Inc. | 0001016150 | Aug 14, 2024 | 23 | $131.4M |
| Longview Financial Advisors, Inc. | 0001786915 | Oct 18, 2024 | 44 | $131.5M |
| Chapman Investment Management, LLC | 0001751006 | Aug 7, 2024 | 32 | $131.5M |
| FMB Wealth Management | 0002040224 | Nov 4, 2024 | 69 | $131.5M |
| Signature Wealth Management Partners, LLC | 0001824694 | Jul 15, 2024 | 104 | $131.6M |
| Sterling Investment Management, LLC | 0001509873 | Jul 26, 2024 | 58 | $131.6M |
| Orland Properties Ltd | 0001550093 | Aug 13, 2024 | 12 | $131.6M |
| North Ridge Wealth Advisors, Inc. | 0001974277 | Jul 30, 2024 | 41 | $131.6M |
| Certus Wealth Management, LLC | 0001989526 | Aug 2, 2024 | 52 | $131.7M |
| OMNI 360 Wealth, Inc. | 0002010436 | Oct 27, 2025 | 107 | $131.7M |
| Isomer Partners LP | 0001764008 | Aug 14, 2024 | 16 | $131.7M |
| Alethea Capital Management, LLC | 0001549408 | Aug 15, 2024 | 31 | $131.8M |
| Draper Asset Management, LLC | 0001847921 | Aug 13, 2024 | 18 | $131.8M |
| FCG Investment Co | 0002011697 | Jul 16, 2024 | 93 | $131.9M |
| Clay Northam Wealth Management, LLC | 0001915687 | Jul 19, 2024 | 87 | $131.9M |
| Fidelity D & D Bancorp Inc. | 0001098151 | Aug 5, 2024 | 104 | $131.9M |
| Marathon Mission, Inc. | 0001987261 | Jul 1, 2024 | 45 | $132.0M |
| Granite Group Advisors, LLC | 0002018114 | Jul 23, 2024 | 87 | $132.0M |
| Sowa Financial Group, Inc. | 0001806226 | Jul 29, 2024 | 30 | $132.1M |
| Sanctuary Wealth Management, L.L.C. | 0001728436 | Aug 8, 2024 | 256 | $132.1M |
| Western Pacific Wealth Management, LP | 0001907320 | Aug 14, 2024 | 229 | $132.2M |
| Counterweight Ventures, LLC | 0002012467 | Aug 6, 2024 | 63 | $132.4M |
| Magnolia Wealth Management, LLC | 0001908732 | Jul 18, 2024 | 12 | $132.5M |
| Catalys Pacific, LLC | 0002011385 | Aug 13, 2024 | 3 | $132.5M |
| Echo Wealth Management, LLC | 0001846994 | Jul 17, 2024 | 45 | $132.7M |
| Marquette Associates, Inc. | 0002042617 | Nov 14, 2024 | 36 | $132.7M |
| Ridgemont Partners Management, LLC | 0001594467 | Jul 11, 2024 | 2 | $132.7M |
| Royal Capital Wealth Management, LLC | 0001904323 | Aug 14, 2024 | 92 | $132.8M |
| Sfm, LLC | 0002064225 | Apr 17, 2025 | 55 | $132.8M |
| Redwood Wealth Management Group, LLC | 0001963839 | Aug 9, 2024 | 1,199 | $132.8M |
| Dominguez Wealth Management Solutions, Inc. | 0001881335 | Jul 10, 2024 | 59 | $132.8M |
| Vermillion & White Wealth Management Group, LLC | 0001862443 | Aug 14, 2024 | 376 | $132.9M |
| Caldwell Investment Management Ltd. | 0001904373 | Jul 22, 2024 | 33 | $132.9M |
| Better Money Decisions, LLC | 0001858428 | Jul 24, 2024 | 65 | $132.9M |
| Orser Capital Management, LLC | 0001785717 | Jul 12, 2024 | 41 | $133.0M |
| Andina Capital Management, LLC | 0001919158 | Jul 16, 2024 | 114 | $133.1M |
| Financial Alternatives, Inc | 0001967227 | Aug 8, 2024 | 82 | $133.1M |
| Affinity Investment Advisors, LLC | 0001520601 | Aug 13, 2024 | 120 | $133.1M |
| Martin Capital Advisors, LLP | 0001904126 | Jul 31, 2024 | 66 | $133.3M |
| iSAM Funds (UK) Ltd | 0001919867 | Aug 14, 2024 | 221 | $133.5M |
| VERITY Wealth Advisors | 0001763138 | Aug 2, 2024 | 74 | $133.5M |
| KRS Capital Management, LLC | 0001910876 | Jul 17, 2024 | 115 | $133.6M |
| Cedar Point Capital Partners, LLC | 0001954337 | Jul 16, 2024 | 54 | $133.6M |
| Asset Planning Corporation | 0000007773 | Jul 31, 2024 | 39 | $133.7M |
| Corecam Pte. Ltd. | 0002106977 | Mar 9, 2026 | 25 | $133.7M |
| Stonehill Capital Management LLC | 0001266227 | Aug 14, 2024 | 10 | $133.7M |
| Financial Network Wealth Advisors LLC | 0002012031 | Aug 14, 2024 | 945 | $133.8M |
| Compass Group LLC | 0001317627 | Aug 13, 2024 | 16 | $133.9M |
| Kearns & Associates LLC | 0001908695 | Aug 1, 2024 | 42 | $133.9M |
| Costello Asset Management, INC | 0001760145 | Aug 1, 2024 | 171 | $134.1M |
| Arthedge Capital Management, LLC | 0001846503 | Aug 14, 2024 | 11 | $134.3M |
| J.H. Whitney Equity Partners VII, LLC | 0001567459 | Jul 19, 2024 | 1 | $134.3M |
| Slocum, Gordon & Co LLP | 0001993325 | Aug 5, 2024 | 148 | $134.4M |
| Williamson Legacy Group, LLC | 0002011965 | Aug 14, 2024 | 89 | $134.4M |
| Braun-Bostich & Associates Inc. | 0001740842 | Aug 13, 2024 | 110 | $134.5M |
| AIFG Consultants Ltd. | 0001988547 | Jul 29, 2024 | 45 | $134.5M |
| Motiv8 Investments LLC | 0002024873 | Aug 6, 2024 | 80 | $134.5M |
| Sheridan Capital Management, LLC | 0001926753 | Jul 26, 2024 | 25 | $134.5M |
| Vantage Consulting Group Inc | 0001843547 | Aug 14, 2024 | 191 | $134.6M |
| Oak Thistle LLC | 0001755987 | Aug 6, 2024 | 286 | $134.7M |
| Cravens & Co Advisors, LLC | 0001966116 | Aug 1, 2024 | 70 | $134.7M |
| Samson Rock Capital LLP | 0001788558 | Jul 16, 2024 | 5 | $134.8M |
| Leibman Financial Services, Inc. | 0002006661 | Jul 9, 2024 | 56 | $134.9M |
| Stephenson & Company, Inc. | 0002001544 | Aug 6, 2024 | 36 | $134.9M |
| Riverwater Partners LLC | 0001882572 | Jul 19, 2024 | 186 | $134.9M |
| Candelo Capital Management LP | 0001845660 | Aug 14, 2024 | 21 | $135.0M |
| Omega Fund Management, LLC | 0001637359 | Aug 14, 2024 | 11 | $135.0M |
| EJF Capital LP | 0001353254 | Aug 14, 2024 | 99 | $135.0M |