| Chapman Investment Management, LLC | 0001751006 | Oct 28, 2024 | 31 | $136.9M |
| MidAtlantic Capital Management, Inc. | 0002042068 | Nov 7, 2024 | 241 | $136.9M |
| Prossimo Advisors, LLC | 0001965307 | Oct 29, 2024 | 140 | $136.9M |
| Thor Investment Management Inc. /Oh/ | 0000883734 | Jul 9, 2026 | 43 | $137.0M |
| Lewis Asset Management, LLC | 0002004520 | Oct 31, 2024 | 131 | $137.1M |
| Eagle Wealth Strategies LLC | 0002009882 | Oct 8, 2024 | 110 | $137.1M |
| KRS Capital Management, LLC | 0001910876 | Oct 15, 2024 | 116 | $137.2M |
| Settian Capital LP | 0001911113 | Nov 13, 2024 | 29 | $137.2M |
| Priebe Wealth Holdings LLC | 0002009646 | Oct 10, 2024 | 65 | $137.3M |
| StoneCrest Wealth Management, Inc. | 0002008409 | Oct 8, 2024 | 60 | $137.5M |
| Ategra Capital Management, LLC | 0001741369 | Nov 13, 2024 | 19 | $137.5M |
| Charles Schwab Trust Bank | 0001776551 | Nov 14, 2024 | 1 | $137.5M |
| SCP Investment, LP | 0001730961 | Nov 8, 2024 | 46 | $137.5M |
| Vannoy Advisory Group, Inc. | 0002011808 | Oct 18, 2024 | 27 | $137.5M |
| Primoris Wealth Advisors, LLC | 0001909619 | Nov 1, 2024 | 101 | $137.7M |
| FMA Wealth Management, LLC | 0002011155 | Oct 15, 2024 | 43 | $137.9M |
| Signature Wealth Management Partners, LLC | 0001824694 | Oct 25, 2024 | 104 | $138.1M |
| Dominguez Wealth Management Solutions, Inc. | 0001881335 | Oct 3, 2024 | 61 | $138.2M |
| Moon Capital Management LP | 0001387303 | Nov 12, 2024 | 17 | $138.2M |
| Alethea Capital Management, LLC | 0001549408 | Nov 14, 2024 | 30 | $138.5M |
| Draper Asset Management, LLC | 0001847921 | Nov 12, 2024 | 16 | $138.5M |
| Arrien Investments, Inc. | 0002052048 | Apr 10, 2025 | 37 | $138.5M |
| Vida Ventures Advisors, LLC | 0001831423 | Oct 8, 2024 | 6 | $138.6M |
| Cook & Bynum Capital Management, LLC | 0001542280 | Nov 14, 2024 | 5 | $138.6M |
| 1620 Investment Advisors, Inc. | 0001907281 | Oct 25, 2024 | 705 | $138.7M |
| Forbes Financial Planning, Inc. | 0001911316 | Oct 29, 2024 | 30 | $138.8M |
| Clayton Partners LLC | 0001550509 | Nov 13, 2024 | 38 | $138.8M |
| Secured Retirement Advisors, LLC | 0002012356 | Oct 29, 2024 | 119 | $138.8M |
| BayBridge Capital Group, LLC | 0001898297 | Oct 23, 2024 | 92 | $138.8M |
| Lynx Investment Advisory | 0002028812 | Nov 4, 2024 | 142 | $138.9M |
| MB Generational Wealth, LLC | 0002009056 | Nov 7, 2024 | 57 | $138.9M |
| Marquette Associates, Inc. | 0002042617 | Nov 14, 2024 | 34 | $138.9M |
| Kopion Asset Management, LLC | 0001728689 | Oct 15, 2024 | 19 | $138.9M |
| OneAscent Financial Services LLC | 0001780985 | Nov 7, 2024 | 183 | $139.0M |
| Blake Schutter Theil Wealth Advisors, LLC | 0002042011 | Oct 31, 2024 | 158 | $139.2M |
| Valley Brook Capital Group, Inc. | 0001851418 | Oct 31, 2024 | 117 | $139.2M |
| FSC Wealth Advisors, LLC | 0001925685 | Oct 22, 2024 | 291 | $139.3M |
| Westfuller Advisors, LLC | 0002024115 | Nov 7, 2024 | 82 | $139.3M |
| Clarity Capital Advisors, LLC | 0002011219 | Nov 12, 2024 | 79 | $139.4M |
| Darden Wealth Group Inc | 0002011221 | Nov 12, 2024 | 104 | $139.4M |
| Pinnacle West Asset Management, Inc. | 0001975730 | Oct 23, 2024 | 113 | $139.5M |
| Berry Wealth Group, LP | 0002008410 | Oct 21, 2024 | 97 | $139.5M |
| Mork Capital Management, LLC | 0001626494 | Nov 14, 2024 | 107 | $139.6M |
| Erickson Financial Group, LLC | 0001797734 | Nov 8, 2024 | 26 | $139.6M |
| Washburn Capital Management, Inc. | 0001793923 | Oct 24, 2024 | 40 | $139.6M |
| Ti-Trust, Inc. | 0001802284 | Nov 4, 2024 | 125 | $139.7M |
| RPS Advisory Solutions LLC | 0002031671 | Oct 18, 2024 | 91 | $139.7M |
| RiverGlades Family Offices LLC | 0001619779 | Nov 13, 2024 | 82 | $139.7M |
| Lansing Management LP | 0001691908 | Nov 14, 2024 | 7 | $139.7M |
| American Institute for Advanced Investment Management, LLP | 0001805824 | Oct 23, 2024 | 140 | $139.7M |
| Schwallier Wealth Management LLC | 0001934951 | Nov 7, 2024 | 35 | $139.8M |
| Castle Creek Capital Partners VI, LP | 0001666749 | Nov 14, 2024 | 3 | $139.8M |
| Orser Capital Management, LLC | 0001785717 | Oct 4, 2024 | 40 | $139.9M |
| Sanctuary Wealth Management, L.L.C. | 0001728436 | Nov 4, 2024 | 276 | $139.9M |
| Sprinkle Financial Consultants LLC | 0002011593 | Oct 22, 2024 | 70 | $139.9M |
| Cascade Wealth Advisors, Inc | 0002018936 | Oct 15, 2024 | 49 | $140.0M |
| Kellett Wealth Advisors, LLC | 0001910381 | Oct 21, 2024 | 70 | $140.0M |
| Future Financial Wealth Managment LLC | 0001801892 | Oct 8, 2024 | 470 | $140.1M |
| Horizon Family Wealth, Inc. | 0001910660 | Nov 14, 2024 | 79 | $140.1M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0001015877 | Nov 12, 2024 | 70 | $140.1M |
| SFI Advisors, LLC | 0001911308 | Nov 13, 2024 | 76 | $140.1M |
| Smallwood Wealth Investment Management, LLC | 0001921304 | Oct 16, 2024 | 70 | $140.2M |
| Alpha Financial Partners LLC | 0001966219 | Oct 24, 2024 | 108 | $140.2M |
| Ehrlich Financial Group | 0002010632 | Oct 7, 2024 | 108 | $140.2M |
| Benchmark Investment Advisors LLC | 0001910971 | Nov 13, 2024 | 86 | $140.3M |
| Martin Capital Advisors, LLP | 0001904126 | Oct 11, 2024 | 67 | $140.4M |
| Legacy PCG, LLC | 0001952532 | Nov 8, 2024 | 60 | $140.5M |
| Corus Family Wealth Advisors | 0001894830 | Oct 18, 2024 | 66 | $140.6M |
| Hein Park Capital Management LP | 0001826937 | Nov 14, 2024 | 3 | $140.6M |
| Magnolia Wealth Management, LLC | 0001908732 | Nov 8, 2024 | 12 | $140.7M |
| Atmos Advisory, LLC | 0001905162 | Oct 25, 2024 | 20 | $140.7M |
| Mosaic Financial Group, LLC | 0002011050 | Nov 15, 2024 | 124 | $140.9M |
| Starwood Capital Group Management, L.L.C. | 0001388788 | Nov 14, 2024 | 7 | $140.9M |
| University of Maryland Foundation, Inc. | 0001624050 | Nov 5, 2024 | 7 | $141.0M |
| Better Money Decisions, LLC | 0001858428 | Oct 25, 2024 | 64 | $141.0M |
| InTrack Investment Management Inc | 0001847343 | Oct 10, 2024 | 121 | $141.0M |
| Pingora Partners LLC | 0002011176 | Nov 14, 2024 | 221 | $141.1M |
| Leibman Financial Services, Inc. | 0002006661 | Oct 8, 2024 | 57 | $141.1M |
| Andrews, Lucia Wealth Management LLC | 0001906227 | Oct 11, 2024 | 27 | $141.1M |
| RPM Capital Partners, LLC | 0001555433 | Oct 28, 2024 | 1 | $141.1M |
| Fir Tree Capital Management LP | 0001056491 | Nov 14, 2024 | 78 | $141.2M |
| Burr Financial Services, LLC | 0001966297 | Oct 25, 2024 | 27 | $141.2M |
| S. R. Schill & Associates | 0001616004 | Nov 13, 2024 | 39 | $141.2M |
| Fortune 45 LLC | 0001918707 | Nov 14, 2024 | 24 | $141.3M |
| Lam Group, Inc. | 0001961944 | Oct 18, 2024 | 133 | $141.3M |
| Counterweight Ventures, LLC | 0002012467 | Nov 8, 2024 | 70 | $141.3M |
| Avid Wealth Partners LLC | 0001992344 | Nov 1, 2024 | 43 | $141.3M |
| Rf&l Wealth Management, LLC | 0001965915 | Oct 16, 2024 | 58 | $141.3M |
| Brown Financial Advisory | 0001843853 | Oct 25, 2024 | 36 | $141.3M |
| Whalen Wealth Management Inc. | 0001894447 | Nov 7, 2024 | 112 | $141.4M |
| Kampmann Melissa S. | 0001999898 | Nov 4, 2024 | 41 | $141.4M |
| Promethium Advisors,llc | 0002034073 | Nov 14, 2024 | 133 | $141.5M |
| Sheridan Capital Management, LLC | 0001926753 | Oct 11, 2024 | 26 | $141.5M |
| Royal Capital Wealth Management, LLC | 0001904323 | Nov 14, 2024 | 93 | $141.5M |
| SIG Growth Equity Funds Ltd Partnership, LLLP | 0002009262 | Nov 14, 2024 | 1 | $141.5M |
| Farrell Financial LLC | 0002031235 | Nov 12, 2024 | 68 | $141.6M |
| Partnership Wealth Management, LLC | 0002010656 | Oct 8, 2024 | 187 | $141.6M |
| Udine Wealth Management, Inc. | 0001907240 | Oct 8, 2024 | 28 | $141.7M |
| Michelson Medical Research Foundation, Inc. | 0001965304 | Nov 14, 2024 | 28 | $141.9M |
| Guardian Wealth Management, Inc. | 0001910205 | Nov 15, 2024 | 244 | $141.9M |