| Wilson & Boucher Capital Management, LLC | 0001903579 | Feb 19, 2025 | 110 | $141.2M |
| Future You Wealth LLC | 0002055142 | May 1, 2025 | 47 | $141.2M |
| Breach Inlet Capital Management, LLC | 0002009914 | Feb 13, 2025 | 11 | $141.2M |
| Monument Group Wealth Advisors, LLC | 0001965665 | Jan 15, 2025 | 49 | $141.3M |
| Bislett Management, LLC | 0001425041 | Feb 12, 2025 | 13 | $141.3M |
| Everstar Asset Management, LLC | 0002023744 | Feb 12, 2025 | 182 | $141.3M |
| Rf&l Wealth Management, LLC | 0001965915 | Jan 15, 2025 | 57 | $141.4M |
| Counterweight Ventures, LLC | 0002012467 | Jan 28, 2025 | 69 | $141.5M |
| KRS Capital Management, LLC | 0001910876 | Jan 15, 2025 | 111 | $141.5M |
| BRX Global LP | 0001844103 | Feb 14, 2025 | 4 | $141.5M |
| Level Wealth Management LLC | 0002036775 | Jan 24, 2025 | 53 | $141.5M |
| Muzinich & Co., Inc. | 0001618824 | Feb 5, 2025 | 38 | $141.6M |
| Blue Capital, Inc. | 0002032856 | Feb 14, 2025 | 112 | $141.7M |
| Wealth Forward, LLC | 0002012773 | Jan 22, 2025 | 30 | $141.7M |
| Legend Financial Advisors, Inc. | 0001781948 | Jan 7, 2025 | 267 | $141.7M |
| McCarthy Asset Management, Inc. | 0001843169 | Feb 18, 2025 | 25 | $141.7M |
| Round Hill Asset Management | 0001696438 | Feb 13, 2025 | 61 | $141.8M |
| Financial Alternatives, Inc | 0001967227 | Feb 13, 2025 | 81 | $141.8M |
| CAP Partners, LLC | 0002006870 | Jan 29, 2025 | 133 | $141.9M |
| L.K. Benson & Company, P.C. | 0002055235 | Feb 11, 2025 | 95 | $141.9M |
| Sfm, LLC | 0002064225 | Apr 17, 2025 | 59 | $141.9M |
| Byrne Asset Management LLC | 0001911322 | Jan 28, 2025 | 538 | $141.9M |
| ZynergyRetirementPlanningLLC | 0002031137 | Jan 23, 2025 | 111 | $141.9M |
| MSD Partners, L.P. | 0001514334 | Feb 14, 2025 | 9 | $142.3M |
| Richardson Financial Services Inc. | 0002012303 | Jan 24, 2025 | 606 | $142.3M |
| Taylor & Morgan Wealth Management, LLC | 0001844266 | Jan 15, 2025 | 72 | $142.3M |
| Sheridan Capital Management, LLC | 0001926753 | Jan 22, 2025 | 27 | $142.4M |
| Kopion Asset Management, LLC | 0001728689 | Jan 14, 2025 | 20 | $142.4M |
| Atala Financial Inc | 0002053756 | Feb 10, 2025 | 475 | $142.5M |
| SFI Advisors, LLC | 0001911308 | Feb 14, 2025 | 82 | $142.5M |
| Motiv8 Investments LLC | 0002024873 | Feb 5, 2025 | 89 | $142.5M |
| 4D Advisors, LLC | 0001938268 | Feb 14, 2025 | 34 | $142.5M |
| Paul R. Ried Financial Group, LLC | 0002033053 | Jan 24, 2025 | 30 | $142.6M |
| Royal Capital Wealth Management, LLC | 0001904323 | Feb 18, 2025 | 85 | $142.6M |
| Mainstream Capital Management LLC | 0002043084 | Feb 6, 2025 | 322 | $142.6M |
| Castlekeep Investment Advisors LLC | 0001404780 | Feb 20, 2025 | 83 | $142.8M |
| Conrad N. Hilton Foundation | 0001729242 | Feb 14, 2025 | 5 | $142.8M |
| Ahl Investment Management, Inc. | 0001908425 | Jan 16, 2025 | 68 | $142.8M |
| Security National Bank of Sioux City Iowa | 0000894309 | Feb 14, 2025 | 92 | $142.9M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0001672142 | Feb 13, 2025 | 47 | $143.0M |
| Mainsail Asset Management, LLC | 0002016972 | Jan 31, 2025 | 65 | $143.1M |
| Osprey Private Wealth LLC | 0002041805 | Jan 27, 2025 | 48 | $143.2M |
| Lederer & Associates Investment Counsel | 0001089707 | Jan 24, 2025 | 85 | $143.2M |
| LSP Investment Advisors, LLC | 0001728850 | Feb 14, 2025 | 21 | $143.3M |
| Tao Capital Management LP | 0001802967 | Feb 13, 2025 | 10 | $143.3M |
| InTrack Investment Management Inc | 0001847343 | Jan 15, 2025 | 107 | $143.3M |
| Sterling Manor Financial, LLC | 0001842015 | Jan 24, 2025 | 28 | $143.4M |
| Kintra Wealth, LLC | 0001904432 | Feb 14, 2025 | 102 | $143.5M |
| Cross Staff Investments Inc | 0001900406 | Jan 24, 2025 | 122 | $143.5M |
| Insight Inv LLC | 0001909322 | Jan 21, 2025 | 124 | $143.6M |
| Merrion Investment Management Co, LLC | 0001383782 | Jan 23, 2025 | 101 | $143.7M |
| Gould Capital, LLC | 0001908965 | Feb 21, 2025 | 215 | $143.7M |
| Valley Financial Group, Inc. | 0002010327 | Feb 14, 2025 | 59 | $143.8M |
| Carson Advisory Inc. | 0001909304 | Feb 13, 2025 | 157 | $143.8M |
| LWM Advisory Services, LLC | 0001697716 | Feb 4, 2025 | 95 | $143.8M |
| Pacific Wealth Strategies Group, Inc. | 0001766571 | Jan 28, 2025 | 55 | $143.8M |
| Magnolia Wealth Management, LLC | 0001908732 | Feb 7, 2025 | 13 | $143.9M |
| Hippocratic Financial Advisors, LLC | 0002055803 | Feb 12, 2025 | 21 | $143.9M |
| Soviero Asset Management, LP | 0001755622 | Feb 14, 2025 | 51 | $143.9M |
| Objectivity Squared, LLC | 0002011113 | Feb 7, 2025 | 49 | $143.9M |
| Atmos Advisory, LLC | 0001905162 | Jan 13, 2025 | 32 | $144.0M |
| FinDec Wealth Services, Inc. | 0001916066 | Feb 14, 2025 | 39 | $144.0M |
| Islay Capital Management, LLC | 0001738560 | Feb 13, 2025 | 206 | $144.0M |
| Noble Wealth Management PBC | 0002055065 | Feb 5, 2025 | 459 | $144.0M |
| Highland Peak Capital, LLC | 0001961320 | Feb 7, 2025 | 16 | $144.2M |
| Nalanda India Fund LTD | 0001430193 | Jan 22, 2025 | 1 | $144.3M |
| Better Money Decisions, LLC | 0001858428 | Jan 24, 2025 | 67 | $144.3M |
| Taylor Financial Group, Inc. | 0002012516 | Feb 10, 2025 | 96 | $144.4M |
| Whalen Wealth Management Inc. | 0001894447 | Jan 17, 2025 | 138 | $144.4M |
| North Ridge Wealth Advisors, Inc. | 0001974277 | May 9, 2025 | 195 | $144.5M |
| Clayton Partners LLC | 0001550509 | Feb 10, 2025 | 39 | $144.6M |
| Peoples Bank | 0001998269 | Jan 8, 2025 | 317 | $144.6M |
| Arlington Capital Management, Inc. | 0001606507 | Feb 12, 2025 | 91 | $144.6M |
| Harvest Investment Advisors, LLC | 0001967261 | Feb 14, 2025 | 53 | $144.7M |
| Wallace Advisory Group, LLC | 0001932645 | Jan 14, 2025 | 182 | $144.7M |
| Echo Wealth Management, LLC | 0001846994 | Jan 21, 2025 | 48 | $144.7M |
| Marshall & Sterling Wealth Advisors Inc. | 0002056315 | Feb 14, 2025 | 360 | $144.7M |
| Park Square Financial Group, LLC | 0002058285 | Feb 28, 2025 | 956 | $144.7M |
| Four Tree Island Advisory LLC | 0002048142 | Jan 29, 2025 | 23 | $144.8M |
| Graphene Investments SAS | 0001965776 | Jan 28, 2025 | 46 | $144.8M |
| Meridian Financial Advisors, LLC | 0002032629 | Jan 15, 2025 | 119 | $144.8M |
| Seamount Financial Group Inc. | 0002011267 | Jan 28, 2025 | 99 | $144.8M |
| NRI Wealth Management LC | 0002027950 | Jan 3, 2025 | 26 | $144.9M |
| Optima Capital LLC | 0002070972 | Jun 13, 2025 | 152 | $145.0M |
| Smallwood Wealth Investment Management, LLC | 0001921304 | Jan 17, 2025 | 78 | $145.0M |
| Friday Financial | 0002048792 | Feb 11, 2025 | 65 | $145.1M |
| Lynwood Price Capital Management LP | 0002046605 | Feb 13, 2025 | 15 | $145.1M |
| Lakewood Asset Management LLC | 0001966581 | Jan 14, 2025 | 120 | $145.2M |
| Papamarkou Wellner Asset Management inc. | 0002063952 | May 13, 2025 | 74 | $145.2M |
| Otter Creek Advisors, LLC | 0001640361 | Feb 5, 2025 | 35 | $145.3M |
| Orser Capital Management, LLC | 0001785717 | Jan 14, 2025 | 39 | $145.3M |
| Jones Road Capital Management, L.P. | 0001842361 | Feb 13, 2025 | 29 | $145.3M |
| New Vernon Capital Holdings II LLC | 0001512538 | Feb 14, 2025 | 66 | $145.4M |
| Chou Associates Management Inc. | 0001389403 | Feb 13, 2025 | 31 | $145.4M |
| Hiddenite Capital Partners LP | 0001823823 | Feb 14, 2025 | 22 | $145.4M |
| Kellett Wealth Advisors, LLC | 0001910381 | Feb 5, 2025 | 72 | $145.5M |
| Vernal Point Advisors, LLC | 0001820363 | Feb 14, 2025 | 19 | $145.5M |
| Columbia River Financial Group, LLC | 0002057074 | Feb 19, 2025 | 53 | $145.6M |
| Signature Wealth Management Partners, LLC | 0001824694 | Jan 23, 2025 | 102 | $145.6M |
| EJF Capital LP | 0001353254 | Feb 14, 2025 | 90 | $145.6M |