| Vannoy Advisory Group, Inc. | 0002011808 | Jul 15, 2025 | 27 | $144.7M |
| Arthedge Capital Management, LLC | 0001846503 | Sep 15, 2025 | 9 | $144.8M |
| Pillar Financial Advisors, LLC | 0002054958 | Jul 23, 2025 | 109 | $144.8M |
| Atala Financial Inc | 0002053756 | Aug 7, 2025 | 128 | $145.0M |
| Sheridan Capital Management, LLC | 0001926753 | Aug 5, 2025 | 28 | $145.0M |
| LWM Advisory Services, LLC | 0001697716 | Aug 14, 2025 | 90 | $145.0M |
| Daner Wealth Management, LLC | 0001956649 | Aug 13, 2025 | 81 | $145.0M |
| XY Capital Ltd | 0001933132 | Aug 14, 2025 | 38 | $145.1M |
| Retireful, LLC | 0001919176 | Jul 15, 2025 | 144 | $145.1M |
| Vienna Asset Management LLC | 0001913545 | Aug 14, 2025 | 52 | $145.1M |
| Meixler Investment Management, Ltd. | 0001911615 | Aug 5, 2025 | 95 | $145.2M |
| Patrick M Sweeney & Associates, Inc. | 0002010453 | Aug 13, 2025 | 156 | $145.4M |
| MRP Capital Investments, LLC | 0001964831 | Aug 19, 2025 | 187 | $145.4M |
| Objectivity Squared, LLC | 0002011113 | Jul 23, 2025 | 50 | $145.5M |
| Refined Wealth Management | 0001724729 | Jul 17, 2025 | 33 | $145.5M |
| LifeSteps Financial, Inc. | 0001801373 | Jul 23, 2025 | 86 | $145.5M |
| Providence Wealth Advisors, LLC | 0001744955 | Aug 12, 2025 | 86 | $145.7M |
| Forefront Wealth Partners, LLC | 0002068112 | Aug 20, 2025 | 98 | $145.7M |
| PKO BP BANKOWY Universal Pension Society JSC | 0002055875 | Feb 17, 2026 | 13 | $145.8M |
| DecisionMap Wealth Management, LLC | 0002001526 | Jul 30, 2025 | 123 | $145.8M |
| Silverberg Bernstein Capital Management LLC | 0002007880 | Jul 9, 2025 | 67 | $145.8M |
| Lansing Management LP | 0001691908 | Aug 14, 2025 | 8 | $145.9M |
| Vestia Personal Wealth Advisors | 0002033299 | Jul 16, 2025 | 100 | $146.0M |
| Tru Independence Asset Management 2, LLC | 0001849497 | Jul 16, 2025 | 90 | $146.1M |
| Algorithmic Investment Models, LLC | 0001806628 | Aug 11, 2025 | 43 | $146.2M |
| Bislett Management, LLC | 0001425041 | Aug 11, 2025 | 15 | $146.2M |
| Fort Vancouver Investment Management, LLC | 0002032698 | Aug 1, 2025 | 54 | $146.3M |
| Old North State Trust, LLC | 0001760444 | Aug 18, 2025 | 141 | $146.3M |
| Paragon Financial Partners, Inc. | 0001910845 | Jul 30, 2025 | 70 | $146.4M |
| Hengistbury Investment Partners LLP | 0001574717 | Aug 13, 2025 | 3 | $146.4M |
| Vesey Street Capital Partners, L.L.C. | 0001910342 | Aug 8, 2025 | 1 | $146.5M |
| Braun-Bostich & Associates Inc. | 0001740842 | Jul 8, 2025 | 118 | $146.5M |
| Barrier Capital Management, LLC | 0001909089 | Aug 14, 2025 | 14 | $146.5M |
| Primoris Wealth Advisors, LLC | 0001909619 | Jul 29, 2025 | 100 | $146.6M |
| Jim Saulnier & Associates, LLC | 0002044420 | Aug 4, 2025 | 113 | $146.6M |
| Cox Capital Mgt LLC | 0001748728 | Jul 16, 2025 | 61 | $146.6M |
| Millstone Evans Group, LLC | 0002041943 | Aug 13, 2025 | 763 | $146.7M |
| Thompson Davis & Co., Inc. | 0001017284 | Aug 20, 2025 | 139 | $146.7M |
| Eq Wealth Advisors, LLC | 0002047572 | Jul 28, 2025 | 253 | $146.7M |
| Future Financial Wealth Managment LLC | 0001801892 | Jul 21, 2025 | 451 | $146.8M |
| Arcadia Wealth Management, Inc. | 0002059339 | Aug 4, 2025 | 53 | $146.8M |
| Crestwood Capital Management, L.P. | 0001468395 | Aug 11, 2025 | 14 | $146.8M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0002016209 | Aug 12, 2025 | 49 | $146.9M |
| Wilkins Miller Wealth Management, LLC | 0002057318 | Aug 14, 2025 | 89 | $147.0M |
| PB Investment Partners, L.P. | 0001910391 | Jul 28, 2025 | 8 | $147.0M |
| Brueske Advisory Services, LLC | 0001879492 | Jul 18, 2025 | 61 | $147.1M |
| Shotwell Rutter Baer Inc | 0002008310 | Jul 7, 2025 | 37 | $147.2M |
| Broadview Financial Management, LLC | 0001697024 | Aug 6, 2025 | 40 | $147.2M |
| McCarthy Asset Management, Inc. | 0001843169 | Jul 31, 2025 | 27 | $147.2M |
| Capital & Planning, LLC | 0002053750 | Aug 14, 2025 | 36 | $147.3M |
| Thor Investment Management Inc. /Oh/ | 0000883734 | Jul 9, 2026 | 40 | $147.3M |
| LeClair Wealth Partners LLC | 0002056667 | Aug 6, 2025 | 100 | $147.3M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 0001729522 | Jul 22, 2025 | 2 | $147.5M |
| Traction Financial Partners, LLC | 0002007748 | Jul 15, 2025 | 81 | $147.5M |
| Finivi Inc. | 0002101641 | Dec 19, 2025 | 99 | $147.6M |
| Newport Capital Group, LLC | 0001869032 | Aug 14, 2025 | 64 | $147.6M |
| White Wing Wealth Management | 0002001473 | Jul 10, 2025 | 32 | $147.6M |
| Al Warda Investments RSC Ltd | 0002075444 | Aug 13, 2025 | 1 | $147.6M |
| Madrid Financial Services | 0002135336 | Aug 18, 2026 | 24 | $147.6M |
| Coign Capital Advisors LLC | 0002056441 | Aug 4, 2025 | 78 | $147.7M |
| Marshall & Sterling Wealth Advisors Inc. | 0002056315 | Aug 12, 2025 | 630 | $147.7M |
| Pinney & Scofield, Inc. | 0002056763 | Aug 8, 2025 | 220 | $147.7M |
| LeConte Wealth Management, LLC | 0002060443 | Jul 15, 2025 | 104 | $147.8M |
| Diversified Investment Strategies, LLC | 0001427196 | Jul 28, 2025 | 50 | $147.9M |
| Inman Jager Wealth Management, LLC | 0002052044 | Jul 25, 2025 | 79 | $147.9M |
| J Hagan Capital, Inc. | 0002059107 | Nov 13, 2025 | 75 | $148.0M |
| Redwood Financial Network Corp | 0001927724 | Aug 14, 2025 | 172 | $148.0M |
| Erickson Financial Group, LLC | 0001797734 | Aug 12, 2025 | 26 | $148.0M |
| Forbes Financial Planning, Inc. | 0001911316 | Aug 6, 2025 | 34 | $148.0M |
| 4J Wealth Management LLC | 0001840775 | Aug 4, 2025 | 94 | $148.0M |
| Round Hill Asset Management | 0001696438 | Aug 13, 2025 | 61 | $148.1M |
| Meadow Creek Wealth Advisors LLC | 0001801107 | Jul 30, 2025 | 142 | $148.1M |
| Taylor & Morgan Wealth Management, LLC | 0001844266 | Jul 7, 2025 | 70 | $148.1M |
| Clark Wealth Partners | 0002107657 | Feb 4, 2026 | 540 | $148.2M |
| Catalina Capital Group, LLC | 0002018090 | Jul 21, 2025 | 163 | $148.2M |
| Brewster Financial Planning LLC | 0001898145 | Jul 15, 2025 | 26 | $148.2M |
| Kopion Asset Management, LLC | 0001728689 | Jul 8, 2025 | 20 | $148.3M |
| Pensionfund PDN | 0001297731 | Jul 1, 2025 | 71 | $148.4M |
| Stonekeep Investments, LLC | 0002032486 | Jul 10, 2025 | 65 | $148.5M |
| Industrial Alliance Investment Management Inc. | 0001630798 | Aug 5, 2025 | 6 | $148.7M |
| Investidor Profissional Gestao de Recursos Ltda. | 0001953154 | Aug 11, 2025 | 22 | $148.7M |
| Keynote Financial Services LLC | 0002026127 | Aug 7, 2025 | 162 | $148.7M |
| Fort Henry Capital, LLC | 0001843536 | Jul 15, 2025 | 16 | $148.8M |
| Salus Financial Advisors, LLC | 0002056601 | Jul 29, 2025 | 33 | $148.8M |
| Gagnon Advisors, LLC | 0001599466 | Jul 23, 2025 | 24 | $148.8M |
| Wealth Forward, LLC | 0002012773 | Aug 7, 2025 | 34 | $148.8M |
| Tenzing Global Management, LLC | 0001624095 | Aug 14, 2025 | 19 | $148.8M |
| Richardson Financial Services Inc. | 0002012303 | Jul 25, 2025 | 610 | $148.9M |
| InTrack Investment Management Inc | 0001847343 | Jul 23, 2025 | 111 | $148.9M |
| VERITY Wealth Advisors | 0001763138 | Aug 8, 2025 | 75 | $148.9M |
| Asset Management Advisors, LLC | 0001596355 | Jul 30, 2025 | 17 | $148.9M |
| Cottonwood Capital Advisors, LLC | 0001903321 | Jul 29, 2025 | 131 | $148.9M |
| Bush Investment Group, LLC | 0001966640 | Jul 1, 2025 | 36 | $148.9M |
| RiverTree Advisors, LLC | 0001872501 | Jul 23, 2025 | 54 | $148.9M |
| Fischer Investment Strategies, LLC | 0001977444 | Jul 24, 2025 | 37 | $149.0M |
| Graney & King, LLC | 0002051568 | Aug 14, 2025 | 348 | $149.0M |
| Farrell Financial LLC | 0002031235 | Jul 15, 2025 | 65 | $149.0M |
| Atlantic Private Wealth, LLC | 0001893143 | Aug 11, 2025 | 233 | $149.0M |
| ZynergyRetirementPlanningLLC | 0002031137 | Sep 4, 2025 | 25 | $149.1M |
| Peoples Bank | 0001998269 | Jul 10, 2025 | 120 | $149.1M |