| Terra Nova Asset Management LLC | 0001658652 | Jan 16, 2025 | 84 | $131.3M |
| Asset Planning,Inc | 0002048547 | Jan 30, 2025 | 315 | $131.3M |
| Cravens & Co Advisors, LLC | 0001966116 | Feb 13, 2025 | 62 | $131.3M |
| Black Maple Capital Management LP | 0001588959 | Feb 14, 2025 | 81 | $131.3M |
| Refined Wealth Management | 0001724729 | Jan 22, 2025 | 27 | $131.4M |
| Sugar Maple Asset Management, LLC | 0002012673 | Jan 16, 2025 | 474 | $131.4M |
| Schwallier Wealth Management LLC | 0001934951 | Feb 14, 2025 | 35 | $131.4M |
| Moon Capital Management LP | 0001387303 | Feb 14, 2025 | 17 | $131.5M |
| Oep Capital Advisors, L.P. | 0001817681 | Feb 13, 2025 | 1 | $131.5M |
| Clearview Wealth Advisors LLC | 0001840306 | Jan 24, 2025 | 95 | $131.6M |
| Capstone Wealth Management Group LLC | 0002059649 | May 12, 2025 | 103 | $131.6M |
| Sharp Wealth Advisory, LLC | 0001733194 | Jan 17, 2025 | 96 | $131.8M |
| Continental Advisors LLC | 0001277779 | Feb 14, 2025 | 34 | $131.8M |
| English Capital Management LLC | 0002010442 | Feb 11, 2025 | 30 | $131.8M |
| Broadway Wealth Solutions, Inc. | 0002021265 | Feb 12, 2025 | 92 | $131.8M |
| Incline Global Management LLC | 0001567195 | Feb 14, 2025 | 24 | $131.9M |
| 1620 Investment Advisors, Inc. | 0001907281 | Feb 11, 2025 | 705 | $131.9M |
| Hopwood Financial Services, Inc. | 0002023166 | Feb 10, 2025 | 310 | $132.0M |
| Brewster Financial Planning LLC | 0001898145 | Jan 24, 2025 | 26 | $132.0M |
| Pinney & Scofield, Inc. | 0002056763 | Feb 19, 2025 | 225 | $132.1M |
| Providence Wealth Advisors, LLC | 0001744955 | Feb 12, 2025 | 80 | $132.1M |
| Golden Road Advisors LLC | 0002014454 | Jan 29, 2025 | 39 | $132.2M |
| U S Wealth Group, Llc. | 0001554427 | Feb 13, 2025 | 40 | $132.3M |
| Graney & King, LLC | 0002051568 | Feb 12, 2025 | 322 | $132.4M |
| CIBRA Capital Ltd | 0002060725 | Mar 18, 2025 | 20 | $132.4M |
| Nabity-Jensen Investment Management Inc | 0002044851 | Jan 14, 2025 | 66 | $132.4M |
| Campion Asset Management | 0001843492 | Feb 13, 2025 | 86 | $132.4M |
| Uhlmann Price Securities, LLC | 0001035344 | Jul 17, 2025 | 177 | $132.5M |
| Define Financial, LLC | 0002021320 | Jan 14, 2025 | 34 | $132.5M |
| Empirical Capital Management, LLC | 0001642274 | Feb 21, 2025 | 12 | $132.6M |
| Atlantic Private Wealth, LLC | 0001893143 | Feb 11, 2025 | 194 | $132.8M |
| Axecap Investments, LLC | 0002030036 | Jan 29, 2025 | 70 | $132.8M |
| POM Investment Strategies, LLC | 0001906322 | Jan 29, 2025 | 342 | $132.8M |
| Paragon Financial Partners, Inc. | 0001910845 | Jan 17, 2025 | 71 | $132.8M |
| Exome Asset Management LLC | 0002011932 | Feb 14, 2025 | 58 | $132.9M |
| OxenFree Capital LLC | 0002009781 | Jan 23, 2025 | 42 | $133.1M |
| Eight 31 Financial, LLC | 0002011328 | Feb 14, 2025 | 62 | $133.2M |
| XY Planning Network, Inc. | 0001873438 | Feb 27, 2025 | 92 | $133.2M |
| Long Corridor Asset Management Ltd | 0001845501 | Feb 12, 2025 | 20 | $133.2M |
| Sage Private Wealth Group, LLC | 0001845635 | Jan 29, 2025 | 86 | $133.2M |
| Phase 2 Partners, LLC | 0001841126 | Feb 14, 2025 | 26 | $133.2M |
| Elevate Wealth Advisory, Inc. | 0002011651 | Feb 11, 2025 | 117 | $133.4M |
| Fidato Wealth LLC | 0001711360 | Feb 14, 2025 | 24 | $133.4M |
| LB Partners LLC | 0002007877 | Jan 24, 2025 | 21 | $133.4M |
| Sagace Wealth Management LLC | 0002027449 | Jan 14, 2025 | 59 | $133.4M |
| Strive Asset Management, LLC | 0001954109 | Feb 14, 2025 | 112 | $133.4M |
| Optimize Financial Inc. | 0002033266 | Feb 13, 2025 | 234 | $133.4M |
| Silvia McColl Wealth Management, LLC | 0001991983 | Jan 14, 2025 | 106 | $133.4M |
| Patrick M Sweeney & Associates, Inc. | 0002010453 | Jan 22, 2025 | 147 | $133.5M |
| PB Investment Partners, L.P. | 0001910391 | Jan 21, 2025 | 8 | $133.5M |
| Warburton Capital Management, LLC | 0002054795 | Feb 7, 2025 | 40 | $133.5M |
| Aurora Private Wealth, Inc. | 0001802132 | Jan 22, 2025 | 156 | $133.5M |
| Riverchase Wealth Management, LLC | 0002055985 | Feb 12, 2025 | 65 | $133.7M |
| Comprehensive Wealth Management, LLC | 0001535202 | Feb 11, 2025 | 30 | $133.7M |
| Tenzing Global Management, LLC | 0001624095 | Feb 14, 2025 | 18 | $133.8M |
| Perissos Private Wealth Management, LLC | 0002023071 | Jan 29, 2025 | 85 | $133.8M |
| Householder Group Estate & Retirement Specialist, LLC | 0001881590 | Jan 15, 2025 | 601 | $133.8M |
| Stanich Group LLC | 0002023324 | Jan 30, 2025 | 50 | $133.8M |
| Valley Brook Capital Group, Inc. | 0001851418 | Jan 29, 2025 | 113 | $133.9M |
| Sage Advisors, LLC | 0002032121 | Jan 30, 2025 | 28 | $133.9M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0001015877 | Feb 7, 2025 | 68 | $133.9M |
| Members Wealth LLC | 0002059574 | Mar 17, 2025 | 110 | $133.9M |
| McHugh Group, LLC | 0002052657 | Jan 27, 2025 | 68 | $134.0M |
| Doheny Asset Management | 0000936936 | Feb 10, 2025 | 60 | $134.0M |
| Summerhill Capital Management lnc. | 0002017598 | Feb 3, 2025 | 20 | $134.0M |
| Oceanside Advisors LLC | 0002012184 | Jan 29, 2025 | 50 | $134.1M |
| American Institute for Advanced Investment Management, LLP | 0001805824 | Jan 23, 2025 | 132 | $134.1M |
| BankPlus Wealth Management LLC | 0002051117 | Jan 22, 2025 | 104 | $134.2M |
| Forefront Wealth Partners, LLC | 0002068112 | May 14, 2025 | 91 | $134.2M |
| Redwood Financial Network Corp | 0001927724 | Feb 14, 2025 | 158 | $134.2M |
| Fire Capital Management LLC | 0002059571 | Mar 24, 2025 | 90 | $134.3M |
| RMR Capital Management, LLC | 0002032709 | Jan 23, 2025 | 76 | $134.3M |
| Stonekeep Investments, LLC | 0002032486 | Jan 15, 2025 | 58 | $134.3M |
| FMA Wealth Management, LLC | 0002011155 | Feb 3, 2025 | 39 | $134.4M |
| iSAM Funds (UK) Ltd | 0001919867 | Feb 14, 2025 | 246 | $134.4M |
| Chapman Investment Management, LLC | 0001751006 | Jan 31, 2025 | 29 | $134.4M |
| Vannoy Advisory Group, Inc. | 0002011808 | Jan 22, 2025 | 27 | $134.5M |
| White Wing Wealth Management | 0002001473 | Feb 3, 2025 | 26 | $134.5M |
| Andrew Hill Investment Advisors, Inc. | 0001897071 | Feb 13, 2025 | 51 | $134.6M |
| Tevis Investment Management | 0001940416 | Jan 28, 2025 | 96 | $134.8M |
| Pacific Financial Group Inc. | 0001279926 | Feb 14, 2025 | 58 | $134.8M |
| Northland Capital Management LLC | 0001693032 | Jan 22, 2025 | 31 | $134.8M |
| Brooktree Capital Management | 0001021296 | Feb 10, 2025 | 22 | $134.8M |
| Meixler Investment Management, Ltd. | 0001911615 | Jan 30, 2025 | 103 | $134.9M |
| 13D Management LLC | 0001600133 | Feb 14, 2025 | 21 | $135.0M |
| Acas, LLC | 0001859505 | Feb 7, 2025 | 86 | $135.0M |
| Gallo Partners, LP | 0002015727 | Feb 14, 2025 | 68 | $135.1M |
| Addis & Hill, Inc | 0002016470 | Jan 31, 2025 | 23 | $135.3M |
| Opus Investment Management Inc. | 0001097833 | Feb 11, 2025 | 29 | $135.4M |
| KOM Wealth Management Group, LLC | 0001804116 | Feb 14, 2025 | 77 | $135.4M |
| Northwest Bank & Trust Co | 0001936193 | Feb 18, 2025 | 198 | $135.5M |
| Steinberg Asset Management LLC | 0001169883 | Feb 14, 2025 | 41 | $135.5M |
| Clio Asset Management LLC | 0001986196 | Jan 22, 2025 | 16 | $135.6M |
| Trevian Wealth Management LLC | 0001901929 | Jan 23, 2025 | 29 | $135.6M |
| Altura Wealth Advisors Inc. | 0001931465 | Feb 12, 2025 | 45 | $135.6M |
| Newport Capital Group, LLC | 0001869032 | Jan 30, 2025 | 56 | $135.7M |
| Citrine Capital LLC | 0002053242 | Jan 27, 2025 | 36 | $135.7M |
| Vermillion & White Wealth Management Group, LLC | 0001862443 | Feb 14, 2025 | 387 | $135.7M |
| Stark Wealth Management LLC | 0002051783 | Feb 17, 2026 | 88 | $135.8M |
| Goodlander Investment Management, LLC | 0002018973 | Feb 14, 2025 | 10 | $135.9M |