| Pennant Select, LLC | 0002011563 | Nov 14, 2024 | 10 | $141.9M |
| ZynergyRetirementPlanningLLC | 0002031137 | Nov 7, 2024 | 111 | $141.9M |
| Lakehouse Capital Pty Ltd | 0001844830 | Oct 9, 2024 | 13 | $142.1M |
| Lederer & Associates Investment Counsel | 0001089707 | Oct 24, 2024 | 84 | $142.1M |
| Financial Alternatives, Inc | 0001967227 | Nov 14, 2024 | 85 | $142.1M |
| Crabel Capital Management, LLC | 0001536557 | Nov 14, 2024 | 48 | $142.2M |
| EdgeRock Capital LLC | 0001908378 | Oct 15, 2024 | 67 | $142.2M |
| VERITY Wealth Advisors | 0001763138 | Oct 3, 2024 | 73 | $142.2M |
| Opus Investment Management Inc. | 0001097833 | Nov 12, 2024 | 30 | $142.4M |
| Solas Capital Management, LLC | 0001604867 | Nov 14, 2024 | 18 | $142.5M |
| Clio Asset Management LLC | 0001986196 | Oct 18, 2024 | 14 | $142.5M |
| Perbak Capital Partners LLP | 0001968437 | Nov 14, 2024 | 31 | $142.5M |
| Wealth Forward, LLC | 0002012773 | Oct 28, 2024 | 31 | $142.6M |
| Caldwell Investment Management Ltd. | 0001904373 | Nov 7, 2024 | 32 | $142.6M |
| EHP Funds Inc. | 0001927881 | Nov 14, 2024 | 41 | $142.6M |
| Osprey Private Wealth LLC | 0002041805 | Nov 4, 2024 | 49 | $142.7M |
| Teca Partners, LP | 0001910154 | Nov 13, 2024 | 10 | $142.8M |
| QVIDTVM Management LLC | 0001912226 | Nov 13, 2024 | 8 | $142.9M |
| Semus Wealth Partners LLC | 0001964775 | Nov 7, 2024 | 121 | $143.0M |
| Arosa Capital Management LP | 0001596053 | Nov 14, 2024 | 29 | $143.0M |
| DC Investments Management, LLC | 0001565951 | Nov 14, 2024 | 87 | $143.0M |
| Echo Wealth Management, LLC | 0001846994 | Oct 21, 2024 | 48 | $143.1M |
| Valley Financial Group, Inc. | 0002010327 | Nov 14, 2024 | 56 | $143.1M |
| Financial Symmetry Inc | 0002004843 | Oct 21, 2024 | 46 | $143.1M |
| Empirical Capital Management, LLC | 0001642274 | Nov 15, 2024 | 19 | $143.1M |
| Richardson Capital Management LLC | 0001621646 | Nov 5, 2024 | 138 | $143.2M |
| Asset Management Advisors, LLC | 0001596355 | Nov 4, 2024 | 16 | $143.2M |
| Sippican Capital Advisors | 0001557406 | Oct 28, 2024 | 113 | $143.3M |
| Napatree Capital LLC | 0002015964 | Nov 12, 2024 | 159 | $143.4M |
| Braun-Bostich & Associates Inc. | 0001740842 | Oct 15, 2024 | 113 | $143.5M |
| Marathon Mission, Inc. | 0001987261 | Oct 11, 2024 | 45 | $143.5M |
| 26North Partners LP | 0001950972 | Nov 14, 2024 | 1 | $143.7M |
| Certus Wealth Management, LLC | 0001989526 | Nov 12, 2024 | 51 | $143.7M |
| Apis Capital Advisors, LLC | 0001386892 | Nov 14, 2024 | 33 | $143.7M |
| Objectivity Squared, LLC | 0002011113 | Oct 8, 2024 | 50 | $143.8M |
| First Bancorp, Inc | 0000765207 | Oct 18, 2024 | 120 | $143.8M |
| Clarity Asset Management, Inc. | 0001756759 | Nov 15, 2024 | 196 | $143.9M |
| Foresite Capital Management V, LLC | 0001792206 | Nov 14, 2024 | 5 | $143.9M |
| General Equity Holdings LP | 0001700362 | Nov 14, 2024 | 6 | $143.9M |
| Mullaney, Keating & Wright, Inc. | 0002135840 | May 29, 2026 | 56 | $144.1M |
| Pelion, Inc. | 0001787862 | Nov 7, 2024 | 4 | $144.1M |
| Allen Wealth Management, LLC | 0002012003 | Oct 29, 2024 | 59 | $144.2M |
| Tilia Fiduciary Partners, Inc. | 0001910210 | Oct 8, 2024 | 104 | $144.3M |
| Cladis Investment Advisory, LLC | 0001911520 | Nov 14, 2024 | 135 | $144.3M |
| Lantern Wealth Advisors, LLC | 0001950218 | Nov 14, 2024 | 127 | $144.3M |
| Taylor Financial Group, Inc. | 0002012516 | Nov 12, 2024 | 99 | $144.7M |
| Panoramic Investment Advisors, LLC | 0001967332 | Oct 31, 2024 | 118 | $144.7M |
| Blue Door Asset Management, LLC | 0001909147 | Nov 14, 2024 | 14 | $144.8M |
| ROI Financial Advisors, LLC | 0002011633 | Nov 6, 2024 | 64 | $144.8M |
| King Street Capital Management, L.P. | 0001218199 | Nov 18, 2024 | 10 | $144.8M |
| Legend Financial Advisors, Inc. | 0001781948 | Oct 18, 2024 | 157 | $144.9M |
| Hofer & Associates. Inc | 0001958491 | Oct 21, 2024 | 60 | $145.0M |
| Shearwater Capital LLC | 0001905665 | Oct 8, 2024 | 47 | $145.0M |
| Ahl Investment Management, Inc. | 0001908425 | Oct 30, 2024 | 66 | $145.0M |
| Wilson & Boucher Capital Management, LLC | 0001903579 | Nov 18, 2024 | 118 | $145.2M |
| Mills Wealth Advisors LLC | 0002029294 | Oct 21, 2024 | 55 | $145.3M |
| MPM Asset Management LLC | 0001263048 | Nov 13, 2024 | 6 | $145.3M |
| McDonough Capital Management, Inc | 0001912128 | Nov 14, 2024 | 46 | $145.3M |
| Clay Northam Wealth Management, LLC | 0001915687 | Jan 7, 2025 | 92 | $145.3M |
| Conscious Wealth Investments, LLC | 0002011014 | Oct 24, 2024 | 49 | $145.4M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0002000490 | Oct 22, 2024 | 61 | $145.4M |
| Cedar Point Capital Partners, LLC | 0001954337 | Oct 29, 2024 | 62 | $145.6M |
| Equinox Partners Investment Management LLC | 0000938552 | Oct 18, 2024 | 9 | $145.6M |
| OMNI 360 Wealth, Inc. | 0002010436 | Oct 27, 2025 | 109 | $145.6M |
| Summerhill Capital Management lnc. | 0002017598 | Nov 5, 2024 | 20 | $145.7M |
| Affinity Investment Advisors, LLC | 0001520601 | Oct 28, 2024 | 133 | $145.7M |
| Pps&v Asset Management Consultants, Inc. | 0001936380 | Oct 9, 2024 | 39 | $145.8M |
| Spectrum Investment Advisors, Inc. | 0001856042 | Nov 6, 2024 | 27 | $145.8M |
| Everstar Asset Management, LLC | 0002023744 | Nov 12, 2024 | 194 | $145.8M |
| Main Line Retirement Advisors, LLC | 0001809416 | Nov 18, 2024 | 37 | $145.9M |
| Cape Ann Asset Management Ltd | 0001768237 | Nov 12, 2024 | 6 | $146.1M |
| Wolff Wiese Magana LLC | 0001832097 | Oct 16, 2024 | 987 | $146.2M |
| Axos Invest Inc. | 0002042928 | Nov 8, 2024 | 24 | $146.2M |
| Entrust Global Partners L L C | 0001080818 | Nov 13, 2024 | 6 | $146.2M |
| Greycroft LP | 0001910274 | Nov 14, 2024 | 10 | $146.3M |
| Lakewood Asset Management LLC | 0001966581 | Oct 7, 2024 | 119 | $146.4M |
| Doheny Asset Management | 0000936936 | Nov 14, 2024 | 73 | $146.4M |
| Castlekeep Investment Advisors LLC | 0001404780 | Feb 21, 2025 | 96 | $146.5M |
| Mosley Wealth Management | 0002011849 | Nov 12, 2024 | 114 | $146.5M |
| Epacria Capital Partners, LLC | 0001927623 | Nov 14, 2024 | 51 | $146.6M |
| Penney Financial, LLC | 0002049857 | Dec 31, 2024 | 36 | $146.6M |
| Caas Capital Management LP | 0001802881 | Oct 28, 2024 | 97 | $146.7M |
| Byrne Asset Management LLC | 0001911322 | Jan 29, 2025 | 537 | $146.7M |
| Beacon Financial Strategies CORP | 0002084239 | Sep 25, 2025 | 34 | $146.8M |
| VitalStone Financial, LLC | 0001963478 | Oct 11, 2024 | 496 | $146.8M |
| Capricorn Fund Managers Ltd | 0001901361 | Oct 11, 2024 | 53 | $146.9M |
| Semanteon Capital Management, LP | 0001738809 | Oct 24, 2024 | 199 | $146.9M |
| Advisory Services & Investments, LLC | 0001862931 | Nov 12, 2024 | 40 | $146.9M |
| Chris Bulman Inc | 0002032404 | Oct 22, 2024 | 113 | $146.9M |
| Fort Henry Capital, LLC | 0001843536 | Oct 24, 2024 | 16 | $146.9M |
| Harvest Investment Advisors, LLC | 0001967261 | Nov 15, 2024 | 55 | $147.0M |
| Vision One Management Partners, LP | 0001979969 | Nov 14, 2024 | 8 | $147.0M |
| LFA - Lugano Financial Advisors SA | 0001737871 | Nov 7, 2024 | 183 | $147.1M |
| North Ridge Wealth Advisors, Inc. | 0001974277 | Oct 23, 2024 | 42 | $147.1M |
| Stegner Investment Associates Inc. | 0001907433 | Oct 11, 2024 | 24 | $147.2M |
| Guardian Asset Advisors, LLC | 0002021272 | Oct 9, 2024 | 97 | $147.2M |
| Kintra Wealth, LLC | 0001904432 | Nov 14, 2024 | 110 | $147.3M |
| Advantage Trust Co | 0002009346 | Nov 4, 2024 | 147 | $147.3M |
| Spectrum Strategic Capital Management, LLC | 0001554961 | Nov 12, 2024 | 28 | $147.3M |
| Lowery Thomas, LLC | 0001919701 | Nov 8, 2024 | 52 | $147.4M |