| FF Advisors,LLC | 0002011904 | Jan 15, 2025 | 87 | $145.6M |
| SeaTown Holdings Pte. Ltd. | 0001512367 | Jan 16, 2025 | 16 | $145.7M |
| Brightline Capital Management, LLC | 0001432450 | Feb 13, 2025 | 13 | $145.8M |
| Gouws Capital LLC | 0001908828 | Feb 6, 2025 | 43 | $145.8M |
| Aberdeen Wealth Management LLC | 0001802654 | Feb 21, 2025 | 165 | $146.0M |
| Thoma Capital Management LLC | 0002060298 | Mar 18, 2025 | 63 | $146.0M |
| Promethium Advisors,llc | 0002034073 | Feb 11, 2025 | 127 | $146.1M |
| First Bancorp, Inc | 0000765207 | Jan 21, 2025 | 119 | $146.2M |
| Holos Integrated Wealth LLC | 0002080096 | Aug 8, 2025 | 314 | $146.3M |
| Vida Ventures Advisors, LLC | 0001831423 | Jan 21, 2025 | 6 | $146.3M |
| Kingdom Financial Group LLC. | 0001962236 | Feb 10, 2025 | 50 | $146.3M |
| Lake Hills Wealth Management, LLC | 0001705594 | Jan 17, 2025 | 61 | $146.4M |
| Hidden Lake Asset Management LP | 0001750312 | Feb 14, 2025 | 28 | $146.5M |
| Millennium Capital Advisors, LLC | 0002097025 | Feb 18, 2026 | 117 | $146.5M |
| Tilia Fiduciary Partners, Inc. | 0001910210 | Jan 10, 2025 | 106 | $146.6M |
| Penbrook Management LLC | 0001381055 | Jan 23, 2025 | 110 | $146.6M |
| Lynx Investment Advisory | 0002028812 | Feb 11, 2025 | 146 | $146.6M |
| Attessa Capital LLC | 0002020560 | Jan 30, 2025 | 40 | $146.7M |
| Millstone Evans Group, LLC | 0002041943 | Feb 11, 2025 | 732 | $146.7M |
| Strategic Financial Planning, Inc. | 0001802277 | Feb 13, 2025 | 37 | $146.7M |
| 26North Partners LP | 0001950972 | Feb 14, 2025 | 1 | $146.8M |
| Guardian Wealth Management, Inc. | 0001910205 | Feb 14, 2025 | 229 | $146.8M |
| Wealth Advisors Northwest LLC | 0002053892 | Jan 29, 2025 | 55 | $146.8M |
| ROI Financial Advisors, LLC | 0002011633 | Feb 13, 2025 | 62 | $146.8M |
| Sprinkle Financial Consultants LLC | 0002011593 | Jan 28, 2025 | 70 | $146.9M |
| Marathon Mission, Inc. | 0001987261 | Jan 8, 2025 | 48 | $146.9M |
| Petra Financial Advisors Inc. | 0001971427 | Feb 10, 2025 | 141 | $147.0M |
| Equinox Partners Investment Management LLC | 0000938552 | Feb 4, 2025 | 9 | $147.0M |
| DG Capital Management, LLC | 0001512716 | Feb 13, 2025 | 14 | $147.1M |
| Fig Financial Advisory Services Inc. | 0000753967 | Aug 10, 2026 | 66 | $147.1M |
| Financially Speaking Inc | 0002040901 | Feb 11, 2025 | 181 | $147.2M |
| Caitlin John, LLC | 0002010947 | Jan 27, 2025 | 843 | $147.2M |
| Shearwater Capital LLC | 0001905665 | Jan 8, 2025 | 45 | $147.4M |
| Conscious Wealth Investments, LLC | 0002011014 | Feb 4, 2025 | 49 | $147.5M |
| Financial Symmetry Inc | 0002004843 | Feb 4, 2025 | 44 | $147.5M |
| General Motors Holdings LLC | 0001497345 | Feb 11, 2025 | 5 | $147.5M |
| Priebe Wealth Holdings LLC | 0002009646 | Jan 16, 2025 | 67 | $147.5M |
| Cedar Point Capital Partners, LLC | 0001954337 | Jan 17, 2025 | 62 | $147.7M |
| Cascade Wealth Advisors, Inc | 0002018936 | Feb 6, 2025 | 48 | $147.7M |
| Aegis Wealth Management LLC | 0001628818 | Mar 7, 2025 | 109 | $147.8M |
| Vienna Asset Management LLC | 0001913545 | Feb 14, 2025 | 50 | $147.9M |
| Peak Retirement Planning, Inc. | 0002056697 | Feb 20, 2025 | 96 | $148.0M |
| Pps&v Asset Management Consultants, Inc. | 0001936380 | Jan 13, 2025 | 40 | $148.0M |
| Pivotal bioVenture Partners Investment Advisor LLC | 0001844645 | Feb 13, 2025 | 11 | $148.1M |
| Diametric Capital, LP | 0001719087 | Feb 12, 2025 | 304 | $148.1M |
| Aufman Associates Inc | 0001801573 | Feb 12, 2025 | 59 | $148.1M |
| Mullaney, Keating & Wright, Inc. | 0002135840 | May 29, 2026 | 60 | $148.1M |
| Burr Financial Services, LLC | 0001966297 | Jan 17, 2025 | 30 | $148.2M |
| Manuka Financial, LLC | 0002049064 | Jan 24, 2025 | 46 | $148.2M |
| Caldwell Investment Management Ltd. | 0001904373 | Jan 14, 2025 | 34 | $148.3M |
| Ategra Capital Management, LLC | 0001741369 | Feb 14, 2025 | 20 | $148.3M |
| Lakehouse Capital Pty Ltd | 0001844830 | Jan 17, 2025 | 13 | $148.3M |
| Corus Family Wealth Advisors | 0001894830 | Jan 31, 2025 | 58 | $148.5M |
| Independent Order of Foresters | 0001538037 | Feb 12, 2025 | 2 | $148.5M |
| Ames National Corp. | 0001132651 | Feb 18, 2025 | 68 | $148.5M |
| Darden Wealth Group Inc | 0002011221 | Feb 13, 2025 | 106 | $148.5M |
| Stephenson & Company, Inc. | 0002001544 | Jan 23, 2025 | 36 | $148.6M |
| Quarry Hill Advisors, LLC | 0001965346 | Jan 28, 2025 | 45 | $148.6M |
| Anchorage Capital Advisors, L.P. | 0002007642 | Feb 14, 2025 | 6 | $148.6M |
| Creegan & Nassoura Financial Group, LLC | 0001631054 | Feb 14, 2025 | 74 | $148.8M |
| Councilmark Asset Management, LLC | 0002022076 | Feb 11, 2025 | 80 | $148.9M |
| Longview Financial Advisors LLC | 0002076077 | Aug 6, 2025 | 134 | $148.9M |
| Endowment Wealth Management, Inc. | 0001904477 | Feb 7, 2025 | 138 | $148.9M |
| Sard Wealth Management Group, LLC | 0002010095 | Jan 15, 2025 | 46 | $148.9M |
| Oracle Investment Management Inc. | 0001012622 | Feb 14, 2025 | 13 | $148.9M |
| Hofer & Associates. Inc | 0001958491 | Jan 24, 2025 | 60 | $149.0M |
| Serenity Capital Management Pte. LTD. | 0001934957 | Feb 13, 2025 | 5 | $149.0M |
| Penney Financial, LLC | 0002049857 | Jan 23, 2025 | 39 | $149.1M |
| Barnes Wealth Management Group, Inc | 0002066194 | May 12, 2025 | 139 | $149.1M |
| Myriad Asset Management US LP | 0001857187 | Jan 30, 2025 | 53 | $149.2M |
| Sebold Capital Management, Inc. | 0001972836 | Jan 14, 2025 | 71 | $149.2M |
| Ampersand Capital Group, L.P. | 0002059671 | Apr 9, 2025 | 7 | $149.3M |
| Ring Mountain Capital, LLC | 0002051343 | Feb 6, 2025 | 89 | $149.3M |
| Ti-Trust, Inc. | 0001802284 | Jan 22, 2025 | 125 | $149.3M |
| Clarity Capital Advisors, LLC | 0002011219 | Jan 22, 2025 | 79 | $149.3M |
| Crawford Fund Management, LLC | 0001816427 | Feb 14, 2025 | 33 | $149.3M |
| Pring Turner Capital Group Inc. | 0001568839 | Feb 4, 2025 | 66 | $149.3M |
| Robocap Asset Management Ltd | 0002030580 | Jan 28, 2025 | 25 | $149.3M |
| Certus Wealth Management, LLC | 0001989526 | Feb 11, 2025 | 57 | $149.4M |
| Successful Portfolios LLC | 0001721780 | Jan 16, 2025 | 161 | $149.5M |
| Kapitalo Investimentos Ltda | 0001798686 | Feb 14, 2025 | 274 | $149.5M |
| Rainwater Charitable Foundation | 0001729139 | Feb 12, 2025 | 4 | $149.5M |
| Melfa Wealth Management, Inc. | 0001962465 | Jan 17, 2025 | 202 | $149.5M |
| Lauer Wealth, LLC | 0001860063 | Jan 15, 2025 | 36 | $149.5M |
| Nicholson Wealth Management Group, LLC | 0002035982 | Feb 3, 2025 | 99 | $149.6M |
| Objective Capital Management, LLC | 0001924152 | Mar 18, 2025 | 138 | $149.6M |
| Albert D Mason Inc. | 0001169318 | Jan 15, 2025 | 145 | $149.6M |
| Beacon Financial Strategies CORP | 0002084239 | Sep 25, 2025 | 35 | $149.7M |
| McGinn Penninger Investment Management, Inc. | 0001845031 | Feb 12, 2025 | 25 | $149.7M |
| Andrews, Lucia Wealth Management LLC | 0001906227 | Jan 15, 2025 | 26 | $149.7M |
| Argus Investors' Counsel, Inc. | 0000007195 | Jan 27, 2025 | 117 | $149.8M |
| W.H. Cornerstone Investments Inc. | 0001940823 | Jan 30, 2025 | 118 | $149.8M |
| R.H. Dinel Investment Counsel, Inc. | 0001598352 | Jan 17, 2025 | 42 | $149.8M |
| Spectrum Investment Advisors, Inc. | 0001856042 | Jan 28, 2025 | 27 | $149.8M |
| Sectoral Asset Management Inc. | 0001274413 | Feb 14, 2025 | 86 | $149.8M |
| Bain Capital Public Equity, LP | 0001962552 | Feb 14, 2025 | 27 | $149.9M |
| Stonebridge Advisors LLC | 0001367441 | Feb 12, 2025 | 4 | $149.9M |
| LeClair Wealth Partners LLC | 0002056667 | Feb 14, 2025 | 96 | $150.0M |
| Williamson Legacy Group, LLC | 0002011965 | Feb 5, 2025 | 115 | $150.0M |
| Western Standard LLC | 0001517666 | Feb 14, 2025 | 23 | $150.1M |