| Crown Advisors Management, Inc. | 0001733248 | Nov 20, 2025 | 38 | $149.5M |
| AtlasMark Financial, Inc | 0002127120 | Apr 22, 2026 | 43 | $149.6M |
| Bravias Capital Group, LLC | 0002054328 | Oct 20, 2025 | 112 | $149.6M |
| Hopwood Financial Services, Inc. | 0002023166 | Nov 6, 2025 | 310 | $149.6M |
| Capstone Capital LLC | 0001993327 | Oct 22, 2025 | 25 | $149.6M |
| Dynamic Wealth Strategies, LLC | 0001812853 | Oct 29, 2025 | 241 | $149.7M |
| LeConte Wealth Management, LLC | 0002060443 | Oct 16, 2025 | 127 | $149.7M |
| Sentry Investment Management LLC | 0000089014 | Nov 5, 2025 | 527 | $149.9M |
| Exit Wealth Advisors, LLC. | 0002082744 | Nov 14, 2025 | 124 | $149.9M |
| Cultivar Capital, Inc. | 0001989476 | Oct 14, 2025 | 41 | $149.9M |
| Croban | 0001694663 | Oct 20, 2025 | 79 | $150.1M |
| Obsido Oy | 0002067281 | Nov 14, 2025 | 20 | $150.2M |
| Ball & Co Wealth Management Inc. | 0002057075 | Oct 24, 2025 | 89 | $150.3M |
| BFI Infinity Ltd. | 0002043810 | Jul 24, 2026 | 54 | $150.3M |
| Mainstream Capital Management LLC | 0002043084 | Oct 20, 2025 | 87 | $150.4M |
| Black Diamond Capital Management I, LLLP | 0002084285 | Nov 14, 2025 | 14 | $150.4M |
| Vista Finance, LLC | 0001893809 | Oct 8, 2025 | 54 | $150.4M |
| AdviceOne Advisory Services, LLC | 0001998980 | Nov 19, 2025 | 35 | $150.4M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0002016209 | Nov 6, 2025 | 42 | $150.5M |
| Bridge Generations Wealth Management LLC | 0002056071 | Nov 6, 2025 | 134 | $150.6M |
| CNO Financial Group, Inc. | 0001224608 | Nov 13, 2025 | 8 | $150.6M |
| Pingora Partners LLC | 0002011176 | Nov 14, 2025 | 200 | $150.6M |
| Algorithmic Investment Models, LLC | 0001806628 | Nov 10, 2025 | 49 | $150.6M |
| Meadow Creek Wealth Advisors LLC | 0001801107 | Oct 27, 2025 | 137 | $150.7M |
| Volterra Technologies LP | 0001833567 | Nov 14, 2025 | 106 | $150.8M |
| Integrity Investment Advisors, LLC | 0002066359 | Nov 13, 2025 | 58 | $150.8M |
| Toronado Partners, LLC | 0001749611 | Nov 13, 2025 | 12 | $150.9M |
| LRT Capital Management, LLC | 0001798923 | Nov 14, 2025 | 79 | $150.9M |
| MSD Partners, L.P. | 0001514334 | Nov 13, 2025 | 7 | $150.9M |
| Live Oak Investment Partners | 0001822262 | Oct 29, 2025 | 82 | $151.0M |
| Stonegate Management LLC | 0001877054 | Nov 13, 2025 | 57 | $151.0M |
| Cascade Investment Group, Inc. | 0000919447 | Oct 29, 2025 | 146 | $151.1M |
| Banco de Sabadell, S.A | 0001730299 | Nov 13, 2025 | 64 | $151.2M |
| Authentikos Wealth Advisory, LLC | 0001967054 | Feb 26, 2026 | 59 | $151.2M |
| Schulz Wealth, LTD. | 0002011780 | Oct 17, 2025 | 64 | $151.3M |
| Sippican Capital Advisors | 0001557406 | Oct 27, 2025 | 114 | $151.3M |
| Forbes Financial Planning, Inc. | 0001911316 | Oct 28, 2025 | 32 | $151.3M |
| Hidden Cove Wealth Management, LLC | 0001963736 | Oct 24, 2025 | 90 | $151.4M |
| McAlister, Sweet & Associates, Inc. | 0001774087 | Oct 2, 2025 | 25 | $151.4M |
| Exome Asset Management LLC | 0002011932 | Nov 14, 2025 | 54 | $151.4M |
| Lighthouse Financial LLC | 0002057556 | Oct 27, 2025 | 75 | $151.5M |
| City National Bank of Florida | 0000709447 | Nov 14, 2025 | 129 | $151.5M |
| BCO Wealth Management LLC | 0002054749 | Oct 14, 2025 | 37 | $151.5M |
| Scratch Capital LLC | 0002055324 | Oct 15, 2025 | 63 | $151.6M |
| Saxony Capital Management, LLC | 0001561330 | Oct 21, 2025 | 156 | $151.7M |
| Investment Partners Asset Management, Inc. | 0001384416 | Oct 20, 2025 | 158 | $151.8M |
| Silver Oak Wealth Advisors Services, LLC | 0002060368 | Oct 23, 2025 | 37 | $151.8M |
| Palacios Wealth Management, LLC | 0002053829 | Nov 5, 2025 | 74 | $151.8M |
| Impact Investors, Inc | 0001824539 | Oct 30, 2025 | 103 | $151.9M |
| Round Hill Asset Management | 0001696438 | Nov 12, 2025 | 63 | $151.9M |
| Breakthru Advisory Services, LLC | 0002055645 | Oct 9, 2025 | 62 | $151.9M |
| Argosy-Lionbridge Management, LLC | 0002056354 | Nov 14, 2025 | 14 | $152.0M |
| Whipplewood Advisors, LLC | 0002052510 | Nov 6, 2025 | 293 | $152.0M |
| TPG Advisors LLC | 0002033388 | Nov 6, 2025 | 103 | $152.0M |
| Twin Lions Management LLC | 0002055318 | Nov 14, 2025 | 8 | $152.0M |
| Tru Independence Asset Management 2, LLC | 0001849497 | Oct 22, 2025 | 86 | $152.1M |
| Wilson & Boucher Capital Management, LLC | 0001903579 | Oct 22, 2025 | 115 | $152.1M |
| Fidato Wealth LLC | 0001711360 | Nov 5, 2025 | 15 | $152.1M |
| Retirement Wealth Solutions LLC | 0002044741 | Oct 8, 2025 | 831 | $152.2M |
| Eq Wealth Advisors, LLC | 0002047572 | Oct 28, 2025 | 49 | $152.2M |
| Financially Speaking Inc | 0002040901 | Nov 6, 2025 | 169 | $152.2M |
| Lummis Asset Management, LP | 0002011652 | Nov 10, 2025 | 159 | $152.3M |
| Innovative Advisory Group, LLC | 0002156202 | Sep 23, 2026 | 258 | $152.3M |
| Caldwell Investment Management Ltd. | 0001904373 | Oct 27, 2025 | 26 | $152.4M |
| Cedar Point Capital Partners, LLC | 0001954337 | Oct 22, 2025 | 66 | $152.5M |
| Diversified Investment Strategies, LLC | 0001427196 | Oct 27, 2025 | 51 | $152.5M |
| JCP Investment Management, LLC | 0001461945 | Nov 14, 2025 | 18 | $152.6M |
| Fairtree Asset Management (Pty) Ltd | 0002059365 | Nov 12, 2025 | 94 | $152.7M |
| American Institute for Advanced Investment Management, LLP | 0001805824 | Nov 3, 2025 | 147 | $152.7M |
| Mittelman Wealth Management | 0002021464 | Nov 17, 2025 | 41 | $152.7M |
| SLT Holdings LLC | 0002052222 | Oct 23, 2025 | 133 | $152.8M |
| Valpey Financial Services, LLC | 0002077991 | Nov 7, 2025 | 72 | $152.8M |
| Bluegrass Capital Partners LP | 0001727353 | Nov 12, 2025 | 10 | $152.8M |
| Rochester Wealth Strategies, LLC | 0001958456 | Nov 10, 2025 | 22 | $152.8M |
| Waterfront Capital Partners, LLC | 0001595077 | Nov 14, 2025 | 20 | $152.8M |
| Susquehanna Capital Management, LLC | 0001879628 | Nov 14, 2025 | 1 | $152.9M |
| English Capital Management LLC | 0002010442 | Nov 12, 2025 | 35 | $153.0M |
| U S Wealth Group, Llc. | 0001554427 | Nov 18, 2025 | 41 | $153.0M |
| Vannoy Advisory Group, Inc. | 0002011808 | Oct 22, 2025 | 29 | $153.0M |
| Cox Capital Mgt LLC | 0001748728 | Oct 8, 2025 | 62 | $153.1M |
| Code Waechter LLC | 0002039212 | Oct 22, 2025 | 112 | $153.2M |
| Adams Street Partners LLC | 0001193586 | Nov 14, 2025 | 5 | $153.2M |
| Fingerlakes Wealth Management, Inc. | 0001910248 | Oct 24, 2025 | 98 | $153.3M |
| Bay Capital Advisors, LLC | 0002055414 | Oct 21, 2025 | 110 | $153.6M |
| Albert D Mason Inc. | 0001169318 | Oct 15, 2025 | 143 | $153.6M |
| Security National Bank of Sioux City Iowa | 0000894309 | Oct 14, 2025 | 84 | $153.6M |
| Kopp Family Office, LLC | 0001683689 | Oct 16, 2025 | 26 | $153.6M |
| Alpha Financial Partners LLC | 0001966219 | Nov 7, 2025 | 92 | $153.8M |
| Babb Wealth Advisors LLC | 0002047312 | Nov 10, 2025 | 19 | $153.8M |
| Daner Wealth Management, LLC | 0001956649 | Oct 21, 2025 | 98 | $154.0M |
| Lederer & Associates Investment Counsel | 0001089707 | Oct 24, 2025 | 85 | $154.0M |
| Sheets Smith Investment Management | 0001785199 | Oct 8, 2025 | 137 | $154.2M |
| Kopion Asset Management, LLC | 0001728689 | Oct 14, 2025 | 19 | $154.3M |
| John & Kathleen Schreiber Foundation | 0001910790 | Nov 13, 2025 | 4 | $154.4M |
| Pinnacle West Asset Management, Inc. | 0001975730 | Nov 5, 2025 | 116 | $154.4M |
| Pensionfund PDN | 0001297731 | Mar 26, 2026 | 71 | $154.4M |
| MY.Alpha Management HK Advisors Ltd | 0001910173 | Nov 13, 2025 | 11 | $154.5M |
| Patrick M Sweeney & Associates, Inc. | 0002010453 | Nov 12, 2025 | 159 | $154.7M |
| Orleans Capital Management Corp. | 0001013234 | Nov 12, 2025 | 104 | $154.7M |
| Dentgroup LLC | 0001867570 | Oct 3, 2025 | 94 | $154.7M |