| Randall & Associates Wealth Management | 0002011901 | Jul 23, 2025 | 48 | $130.1M |
| Leibman Financial Services, Inc. | 0002006661 | Jul 9, 2025 | 49 | $130.1M |
| Live Oak Investment Partners | 0001822262 | Jul 24, 2025 | 80 | $130.2M |
| Tassel Capital Management, Inc. | 0001999208 | Jul 16, 2025 | 34 | $130.2M |
| Certior Financial Group, LLC | 0002055620 | Aug 13, 2025 | 116 | $130.3M |
| Oep Capital Advisors, L.P. | 0001817681 | Aug 13, 2025 | 1 | $130.3M |
| Bannerman Wealth Management Group, LLC | 0002058816 | Jul 15, 2025 | 36 | $130.3M |
| Pennant Select, LLC | 0002011563 | Aug 14, 2025 | 12 | $130.4M |
| Redwood Park Advisors LLC | 0002056274 | Aug 1, 2025 | 323 | $130.4M |
| Kagan Cocozza Asset Management | 0002064489 | Jul 15, 2025 | 61 | $130.4M |
| Saxony Capital Management, LLC | 0001561330 | Aug 4, 2025 | 128 | $130.5M |
| Oppenheimer & Close, LLC | 0001591377 | Aug 12, 2025 | 52 | $130.5M |
| BML Capital Management, LLC | 0001616824 | Aug 11, 2025 | 23 | $130.5M |
| JDH Wealth Management, LLC | 0002022512 | Aug 1, 2025 | 49 | $130.6M |
| CogentBlue Wealth Advisors, LLC | 0002054047 | Jul 17, 2025 | 73 | $130.6M |
| Lighthouse Financial LLC | 0002057556 | Aug 11, 2025 | 68 | $130.6M |
| Mosaic Financial Group, LLC | 0002011050 | Aug 7, 2025 | 112 | $130.7M |
| Gentry Private Wealth, LLC | 0002022634 | Jul 23, 2025 | 85 | $130.8M |
| Index Venture Life Associates VI Ltd | 0001865139 | Aug 14, 2025 | 1 | $130.9M |
| Washington Growth Strategies LLC | 0002044575 | Jul 21, 2025 | 51 | $130.9M |
| Greater Midwest Financial Group, LLC | 0002025409 | Aug 5, 2025 | 55 | $130.9M |
| Paladin Advisory Group, LLC | 0001899703 | Aug 6, 2025 | 250 | $131.0M |
| Ulland Investment Advisors, LLC | 0001911497 | Jul 24, 2025 | 213 | $131.0M |
| A. D. Beadell Investment Counsel, Inc. | 0001569102 | Jul 16, 2025 | 89 | $131.0M |
| Paragon Capital Management Inc. | 0002038506 | Aug 6, 2025 | 71 | $131.1M |
| Commons Capital, LLC | 0001912835 | Jul 29, 2025 | 109 | $131.1M |
| Enhancing Capital LLC | 0001909572 | Jul 11, 2025 | 92 | $131.1M |
| St. Louis Financial Planners Asset Management, LLC | 0001966171 | Jul 9, 2025 | 35 | $131.2M |
| Bay Capital Advisors, LLC | 0002055414 | Jul 15, 2025 | 112 | $131.2M |
| Summer Road LLC | 0001604873 | Aug 14, 2025 | 25 | $131.2M |
| Ipsen Advisor Group LLC | 0001964922 | Aug 6, 2025 | 100 | $131.3M |
| Diamant Asset Management, Inc. | 0001731124 | Jul 16, 2025 | 71 | $131.3M |
| Integrated Capital Management, Inc. | 0001608826 | Jul 25, 2025 | 71 | $131.4M |
| AtlasMark Financial, Inc | 0002127120 | Apr 22, 2026 | 39 | $131.5M |
| Moon Capital Management LP | 0001387303 | Aug 12, 2025 | 13 | $131.5M |
| Blantyre Capital Ltd | 0001887451 | Aug 14, 2025 | 1 | $131.5M |
| FWG Investments, LLC. | 0001944877 | Aug 4, 2025 | 106 | $131.6M |
| Keystone Financial Services, LLC | 0002046033 | Aug 14, 2025 | 51 | $131.6M |
| Opinicus Capital, Inc. | 0002009743 | Aug 8, 2025 | 106 | $131.6M |
| Catherine Avery Investment Management LLC | 0002103454 | Jan 5, 2026 | 166 | $131.6M |
| Catalys Pacific, LLC | 0002011385 | Aug 13, 2025 | 2 | $131.7M |
| Tradewinds, LLC. | 0001932342 | Aug 6, 2025 | 82 | $131.7M |
| Merkkuri Wealth Advisors LLC | 0002040317 | Aug 4, 2025 | 82 | $131.7M |
| Obsido Oy | 0002067281 | Aug 14, 2025 | 20 | $131.8M |
| Comprehensive Money Management Services LLC | 0002058921 | Jul 24, 2025 | 184 | $131.8M |
| Laraway Financial Advisors Inc | 0001908275 | Jul 23, 2025 | 124 | $131.8M |
| Pine Brook Road Advisors, L.P. | 0001630691 | Jul 22, 2025 | 2 | $131.9M |
| Heritage Wealth Management, Inc. | 0002012170 | Jul 28, 2025 | 85 | $131.9M |
| Bruce G. Allen Investments, LLC | 0002005409 | Jul 9, 2025 | 1,079 | $131.9M |
| North Dallas Bank & Trust Co. | 0002035144 | Aug 20, 2025 | 99 | $131.9M |
| Sunbeam Capital Management, LLC | 0002057278 | Jul 23, 2025 | 92 | $132.0M |
| Turning Point Benefit Group, Inc. | 0002008513 | Jul 31, 2025 | 78 | $132.0M |
| Affinity Investment Advisors, LLC | 0001520601 | Aug 14, 2025 | 133 | $132.1M |
| Riverbend Wealth Management, LLC | 0002055570 | Jul 29, 2025 | 135 | $132.1M |
| Columbia Advisory Partners LLC | 0001808179 | Jul 24, 2025 | 80 | $132.1M |
| General Equity Holdings LP | 0001700362 | Aug 18, 2025 | 10 | $132.1M |
| Alethea Capital Management, LLC | 0001549408 | Aug 14, 2025 | 31 | $132.1M |
| IFS Advisors, LLC | 0001765617 | Jul 22, 2025 | 170 | $132.2M |
| Moulton Wealth Management, Inc. | 0001792510 | Jul 8, 2025 | 37 | $132.3M |
| Pachira Investments Inc. | 0001563634 | Jul 10, 2025 | 54 | $132.3M |
| LongView Asset Management LLC | 0002053960 | Jul 31, 2025 | 55 | $132.3M |
| Kuhn & Co Investment Counsel | 0002011958 | Aug 13, 2025 | 132 | $132.3M |
| Accredited Investor Services, LLC | 0002028621 | Jul 24, 2025 | 70 | $132.3M |
| Oder Investment Management, LLC | 0001845109 | Aug 11, 2025 | 97 | $132.4M |
| Axos Invest Inc. | 0002042928 | Jul 23, 2025 | 22 | $132.5M |
| Octahedron Capital Management L.P. | 0001891904 | Aug 11, 2025 | 22 | $132.5M |
| Navigoe, LLC | 0002056100 | Aug 14, 2025 | 181 | $132.5M |
| Bank of Marin | 0001801145 | Aug 14, 2025 | 126 | $132.6M |
| Eschler Asset Management LLP | 0001910874 | Aug 14, 2025 | 57 | $132.6M |
| Fairtree Asset Management (Pty) Ltd | 0002059365 | Aug 13, 2025 | 93 | $132.6M |
| Aspetuck Financial Management LLC | 0002048608 | Aug 6, 2025 | 72 | $132.7M |
| Asset Planning,Inc | 0002048547 | Jul 25, 2025 | 289 | $132.7M |
| Claris Financial LLC | 0002060278 | Aug 26, 2025 | 135 | $132.7M |
| IDG China Venture Capital Fund V Associates L.P. | 0001709671 | Aug 12, 2025 | 1 | $132.8M |
| Holcombe Financial, Inc. | 0002056177 | Jul 8, 2025 | 41 | $132.8M |
| Clark & Stuart, Inc | 0002048750 | Jul 23, 2025 | 48 | $132.8M |
| Stoneridge Investment Partners LLC | 0001108831 | Aug 11, 2025 | 125 | $132.8M |
| Alamea Verwaltungs GmbH | 0001727645 | Aug 14, 2025 | 93 | $132.9M |
| Grizzlyrock Capital, LLC | 0002011732 | Aug 14, 2025 | 21 | $133.0M |
| Penbrook Management LLC | 0001381055 | Jul 28, 2025 | 102 | $133.0M |
| MFA Wealth Services | 0001989379 | Jul 24, 2025 | 114 | $133.1M |
| Elefante Mark B | 0001661535 | Jul 28, 2025 | 57 | $133.1M |
| Hummer Financial Advisory Services Inc | 0001802279 | Jul 9, 2025 | 114 | $133.1M |
| Kampmann Melissa S. | 0001999898 | Jul 24, 2025 | 40 | $133.2M |
| Forge Financial Services LLC | 0002055357 | Aug 11, 2025 | 20 | $133.2M |
| Northern Financial Advisors Inc | 0001962457 | Jul 23, 2025 | 107 | $133.2M |
| Otter Creek Advisors, LLC | 0001640361 | Jul 29, 2025 | 39 | $133.2M |
| Campion Asset Management | 0001843492 | Jul 17, 2025 | 80 | $133.3M |
| Massar Capital Management, LP | 0002037238 | Nov 14, 2025 | 111 | $133.3M |
| Genesis Wealth Advisors, LLC | 0001637241 | Jul 15, 2025 | 62 | $133.3M |
| Norwood Investment Partners, LP | 0001888610 | Aug 12, 2025 | 15 | $133.5M |
| Valley Brook Capital Group, Inc. | 0001851418 | Jul 25, 2025 | 115 | $133.6M |
| OmniStar Financial Group, Inc. | 0001698777 | Aug 8, 2025 | 107 | $133.6M |
| JP Wealth Management, Inc. | 0001967622 | Jul 22, 2025 | 14 | $133.7M |
| WealthTrust Asset Management, LLC | 0001867894 | Aug 8, 2025 | 77 | $133.7M |
| Financial Harvest, LLC | 0002052933 | Jul 14, 2025 | 55 | $133.8M |
| Schulz Wealth, LTD. | 0002011780 | Jul 7, 2025 | 66 | $133.8M |
| Sagace Wealth Management LLC | 0002027449 | Jul 28, 2025 | 62 | $133.8M |
| Pingora Partners LLC | 0002011176 | Aug 14, 2025 | 204 | $133.8M |
| Charter Research & Investment Group, Inc. | 0001666624 | Aug 8, 2025 | 83 | $133.9M |