| First Affirmative Financial Network | 0001656282 | Jul 10, 2024 | 261 | $144.1M |
| NorthStar Asset Management LLC | 0002011587 | Aug 5, 2024 | 78 | $144.3M |
| Ervin Investment Management, LLC | 0001907802 | Jul 22, 2024 | 38 | $144.3M |
| Tenret Co LLC | 0001874146 | Jul 29, 2024 | 32 | $144.4M |
| LYNX Capital Group Ltd. | 0001013287 | Aug 10, 2026 | 78 | $144.6M |
| Palo Alto Wealth Advisors, LLC | 0001964382 | Aug 13, 2024 | 42 | $144.7M |
| Sebold Capital Management, Inc. | 0001972836 | Aug 12, 2024 | 71 | $144.8M |
| Highland Peak Capital, LLC | 0001961320 | Aug 9, 2024 | 18 | $144.8M |
| Wrenne Financial Planning LLC | 0002023054 | Aug 7, 2024 | 41 | $145.0M |
| Davidson Trust Co. | 0001133119 | Jul 31, 2024 | 141 | $145.1M |
| Foundry Financial Group, Inc. | 0002007960 | Aug 9, 2024 | 53 | $145.1M |
| Elkhorn Partners Limited Partnership | 0000928400 | Aug 12, 2024 | 50 | $145.2M |
| Invesco Senior Secured Management Inc. | 0000870481 | Aug 13, 2024 | 8 | $145.3M |
| Renasant Bank | 0001656167 | Aug 9, 2024 | 160 | $145.3M |
| Asahi Life Asset Management Co., LTD. | 0001564835 | Aug 6, 2024 | 144 | $145.4M |
| Merrion Investment Management Co, LLC | 0001383782 | Jul 18, 2024 | 97 | $145.5M |
| Oxford Wealth Group, LLC | 0002007082 | Aug 12, 2024 | 68 | $145.5M |
| Financial Designs Corp | 0001561383 | Jul 15, 2024 | 19 | $145.5M |
| Creegan & Nassoura Financial Group, LLC | 0001631054 | Aug 14, 2024 | 78 | $145.6M |
| Valued Wealth Advisors LLC | 0002007175 | Jul 17, 2024 | 614 | $145.7M |
| Dempze Nancy E | 0001592614 | Aug 12, 2024 | 81 | $145.7M |
| Salvus Wealth Management, LLC | 0001809236 | Jul 17, 2024 | 110 | $145.7M |
| Vawter Financial, Ltd. | 0001974403 | Aug 2, 2024 | 89 | $145.7M |
| Boyar Asset Management Inc. | 0001218254 | Aug 5, 2024 | 78 | $145.8M |
| HRC Wealth Management, LLC | 0002009521 | Jul 25, 2024 | 43 | $146.1M |
| Chris Bulman Inc | 0002032404 | Aug 6, 2024 | 393 | $146.2M |
| Institutional Venture Management Xv, LLC | 0001640275 | Aug 14, 2024 | 5 | $146.3M |
| FreeGulliver LLC | 0002032561 | Aug 13, 2024 | 85 | $146.3M |
| RiverTree Advisors, LLC | 0001872501 | Jul 23, 2024 | 31 | $146.3M |
| Avondale Wealth Management | 0001738720 | Jul 12, 2024 | 120 | $146.3M |
| Core Wealth Partners LLC | 0001965078 | Aug 14, 2024 | 147 | $146.4M |
| Maripau Wealth Management LLC | 0001890698 | Jul 31, 2024 | 165 | $146.4M |
| Destiny Capital Corp | 0001965275 | Aug 13, 2024 | 47 | $146.4M |
| Twin Lakes Capital Management, LLC | 0001847794 | Aug 15, 2024 | 245 | $146.5M |
| Houlihan Financial Resource Group, Ltd. | 0001802879 | Jul 31, 2024 | 62 | $146.6M |
| Skorpios Trust | 0001869333 | Aug 5, 2024 | 2 | $146.7M |
| Family Capital Management, Inc. | 0001964344 | Jul 18, 2024 | 67 | $146.7M |
| Farrow Financial, Inc. | 0002010644 | Jul 15, 2024 | 50 | $146.7M |
| Planning Directions Inc. | 0000821103 | Aug 9, 2024 | 71 | $146.8M |
| KilterHowling LLC | 0001759354 | Aug 14, 2024 | 48 | $146.8M |
| Vision One Management Partners, LP | 0001979969 | Aug 13, 2024 | 6 | $147.0M |
| Abich Financial Wealth Management LLC | 0002011645 | Aug 14, 2024 | 804 | $147.1M |
| Great Hill Partners, L.P. | 0001231756 | Aug 14, 2024 | 1 | $147.1M |
| Financial Architects, LLC | 0002008540 | Jul 16, 2024 | 21 | $147.1M |
| McGinn Penninger Investment Management, Inc. | 0001845031 | Aug 21, 2024 | 25 | $147.1M |
| Singapore Technologies Telemedia Pte Ltd | 0001219573 | Aug 13, 2024 | 1 | $147.1M |
| Beacon Financial Planning, Inc. | 0001966066 | Jul 18, 2024 | 40 | $147.3M |
| Blue Door Asset Management, LLC | 0001909147 | Aug 14, 2024 | 16 | $147.3M |
| Piedmont Capital Management, LLC | 0001656150 | Aug 14, 2024 | 46 | $147.4M |
| Walnut Level Capital LLC | 0001803088 | Aug 14, 2024 | 34 | $147.4M |
| Mayfair Advisory Group, LLC | 0001801926 | Jul 22, 2024 | 142 | $147.7M |
| Epiq Partners, LLC | 0001799435 | Jul 10, 2024 | 73 | $147.7M |
| Kingdom Financial Group LLC. | 0001962236 | Aug 7, 2024 | 52 | $147.8M |
| Foresight Capital Management Advisors, Inc. | 0001630936 | Jul 11, 2024 | 75 | $147.8M |
| Pinnacle Wealth Management Group, Inc. | 0001868491 | Jul 24, 2024 | 105 | $147.8M |
| Hudson Canyon Capital Management | 0001978883 | Aug 1, 2024 | 54 | $147.8M |
| Vanguard Capital Wealth Advisors | 0001730578 | Aug 8, 2024 | 142 | $147.9M |
| Aberdeen Wealth Management LLC | 0001802654 | Aug 2, 2024 | 169 | $147.9M |
| Albert D Mason Inc. | 0001169318 | Jul 16, 2024 | 145 | $148.0M |
| JDM Financial Group LLC | 0001960212 | Aug 14, 2024 | 222 | $148.0M |
| Napa Wealth Management | 0001602844 | Aug 14, 2024 | 115 | $148.2M |
| Ade, LLC | 0001845950 | Jul 19, 2024 | 79 | $148.2M |
| Cascade Investment Advisors, Inc. | 0001681490 | Jul 8, 2024 | 111 | $148.2M |
| FNY Investment Advisers, LLC | 0001742998 | Aug 5, 2024 | 424 | $148.3M |
| Knoll Capital Management, LLC | 0001325083 | Aug 14, 2024 | 35 | $148.4M |
| Walker Asset Management, LLC | 0001923053 | Jul 12, 2024 | 135 | $148.5M |
| Fee-Only Financial Planning, L.C. | 0001954044 | Aug 5, 2024 | 40 | $148.5M |
| CoreFirst Bank & Trust | 0001845199 | Aug 14, 2024 | 122 | $148.6M |
| Monument Group Wealth Advisors, LLC | 0001965665 | Aug 6, 2024 | 48 | $148.7M |
| Foresite Capital Management IV, LLC | 0001704132 | Aug 13, 2024 | 4 | $148.8M |
| Santa Monica Partners LP | 0000904793 | Aug 13, 2024 | 16 | $148.9M |
| Investments & Financial Planning, LLC | 0001909307 | Jul 18, 2024 | 33 | $148.9M |
| Massachusetts Wealth Management | 0001966011 | Aug 1, 2024 | 93 | $149.0M |
| Palouse Capital Management, Inc. | 0001056516 | Aug 12, 2024 | 117 | $149.0M |
| BluePointe Capital Management, LLC | 0002040935 | Oct 18, 2024 | 86 | $149.1M |
| Members Wealth LLC | 0002059574 | Jul 10, 2025 | 108 | $149.1M |
| Mad River Investors | 0001384484 | Aug 2, 2024 | 27 | $149.3M |
| V2 Financial group LLC | 0002022843 | Jul 30, 2024 | 78 | $149.3M |
| C M Bidwell & Associates Ltd. | 0001091860 | Aug 13, 2024 | 478 | $149.4M |
| Tranquilli Financial Advisor LLC | 0001847769 | Aug 13, 2024 | 109 | $149.4M |
| RedJay Asset Management Inc. | 0002057370 | Feb 21, 2025 | 18 | $149.4M |
| Diamant Asset Management, Inc. | 0001731124 | Aug 6, 2024 | 72 | $149.5M |
| William Allan Corp | 0001910961 | Jul 29, 2024 | 51 | $149.5M |
| Quarry Hill Advisors, LLC | 0001965346 | Aug 5, 2024 | 44 | $149.5M |
| Sivia Capital Partners, LLC | 0002012032 | Aug 5, 2024 | 194 | $149.5M |
| Scoggin Management LP | 0001086416 | Aug 14, 2024 | 37 | $149.7M |
| Northern Capital Management, Inc. | 0001581794 | Aug 12, 2024 | 39 | $149.8M |
| Soapstone Management L.P. | 0001726948 | Aug 14, 2024 | 18 | $149.9M |
| Minerva Advisors LLC | 0001541536 | Aug 12, 2024 | 57 | $150.0M |
| Godshalk Welsh Capital Management, Inc. | 0001631775 | Aug 13, 2024 | 119 | $150.0M |
| Ravenstone Capital Management Inc. | 0002086041 | Jun 26, 2026 | 34 | $150.1M |
| Williams Financial, LLC | 0001846923 | Aug 8, 2024 | 17 | $150.2M |
| Sutton Place Investors LLC | 0001930301 | Jul 18, 2024 | 117 | $150.3M |
| Philip James Wealth Mangement, LLC | 0002002630 | Jul 23, 2024 | 76 | $150.3M |
| Highlander Partners, L.P. | 0001903866 | Aug 12, 2024 | 38 | $150.3M |
| Oxinas Partners, LLC | 0001759320 | Aug 2, 2024 | 124 | $150.3M |
| Millennium Capital Advisors, LLC | 0002097025 | Feb 18, 2026 | 122 | $150.4M |
| Cornerstone Enterprises, LLC | 0001987314 | Feb 13, 2025 | 33 | $150.6M |
| Guardian Financial Partners, LLC | 0001723514 | Jul 15, 2024 | 45 | $150.7M |
| Prepared Retirement Institute LLC | 0002056037 | Feb 13, 2025 | 81 | $150.9M |