| Concorde Asset Management, LLC | 0001631773 | Nov 12, 2024 | 175 | $177.2M |
| Central Valley Advisors, LLC | 0002010698 | Oct 4, 2024 | 129 | $177.2M |
| Grand Wealth Management, LLC | 0001939443 | Nov 4, 2024 | 66 | $177.3M |
| Family CFO Inc | 0001911695 | Oct 17, 2024 | 73 | $177.3M |
| Seldon Capital LP | 0001867731 | Nov 12, 2024 | 65 | $177.3M |
| RE Dickinson Investment Advisors, LLC | 0001801241 | Nov 13, 2024 | 241 | $177.4M |
| Cincinnati Casualty Co. | 0001279888 | Nov 7, 2024 | 24 | $177.4M |
| Southern Capital Advisors, LLC | 0001909249 | Oct 24, 2024 | 75 | $177.8M |
| Stuart Investment Advisors, Inc. | 0001910180 | Oct 21, 2024 | 16 | $177.8M |
| Sterling Investment Advisors LLC | 0001009198 | Oct 21, 2024 | 34 | $177.8M |
| Prosperity Financial Group, Inc. | 0001991334 | Nov 13, 2024 | 152 | $178.0M |
| Sound Stewardship, LLC | 0001998101 | Oct 24, 2024 | 60 | $178.2M |
| Aspect Partners, LLC | 0001985284 | Oct 15, 2024 | 556 | $178.2M |
| Lanham O'Dell & Company, Inc. | 0001926344 | Oct 22, 2024 | 23 | $178.2M |
| Chaney Capital Management, Inc. | 0002012041 | Oct 30, 2024 | 36 | $178.2M |
| Pharo Management, Inc. | 0001478032 | Nov 14, 2024 | 2 | $178.3M |
| Granite Bay Wealth Management, LLC | 0001911472 | Oct 3, 2024 | 44 | $178.3M |
| Burns Matteson Capital Management, LLC | 0001894164 | Oct 10, 2024 | 158 | $178.3M |
| Spectrum Wealth Advisory Group, LLC | 0001776821 | Nov 7, 2024 | 45 | $178.3M |
| Peak XV Partners Operations LLC | 0001886840 | Nov 12, 2024 | 3 | $178.4M |
| Krensavage Asset Management, LLC | 0001609251 | Nov 15, 2024 | 13 | $178.5M |
| Old North State Wealth Management, LLC | 0002041262 | Oct 29, 2024 | 108 | $178.5M |
| CCG Wealth Management, LLC | 0001771169 | Oct 15, 2024 | 72 | $178.7M |
| Econ Financial Services Corp | 0001659718 | Oct 18, 2024 | 69 | $178.8M |
| Viewpoint Capital Management LLC | 0001906223 | Oct 24, 2024 | 140 | $178.9M |
| Alpha Family Trust | 0001568991 | Nov 7, 2024 | 154 | $179.1M |
| MQS Management LLC | 0001759395 | Nov 5, 2024 | 413 | $179.1M |
| Bayview Asset Management, LLC | 0001767366 | Nov 12, 2024 | 24 | $179.2M |
| Dempze Nancy E | 0001592614 | Nov 12, 2024 | 101 | $179.2M |
| Summit Place Financial Advisors, LLC | 0001801413 | Oct 24, 2024 | 91 | $179.3M |
| Harvest Management LLC | 0001140315 | Nov 14, 2024 | 40 | $179.4M |
| Ping Capital Management, Inc. | 0001804352 | Oct 18, 2024 | 57 | $179.8M |
| Aikya Investment Management Ltd | 0002005403 | Nov 15, 2024 | 3 | $180.0M |
| Crown Oak Advisors, LLC | 0002009273 | Oct 16, 2024 | 22 | $180.0M |
| Security National Bank of So Dak | 0001105909 | Nov 12, 2024 | 101 | $180.0M |
| Proactive Wealth Strategies LLC | 0002043129 | Nov 4, 2024 | 124 | $180.1M |
| RCS Financial Planning, LLC | 0001963347 | Oct 22, 2024 | 68 | $180.1M |
| Intrepid Capital Management Inc. | 0001092838 | Nov 14, 2024 | 99 | $180.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0001920117 | Oct 15, 2024 | 158 | $180.3M |
| Mad River Investors | 0001384484 | Oct 22, 2024 | 26 | $180.3M |
| Birchbrook, Inc. | 0002071468 | Jun 10, 2025 | 265 | $180.4M |
| Institutional Venture Management Xv, LLC | 0001640275 | Nov 14, 2024 | 5 | $180.5M |
| GoalFusion Wealth Management, LLC | 0001895678 | Oct 7, 2024 | 29 | $180.5M |
| Epiq Partners, LLC | 0001799435 | Oct 15, 2024 | 79 | $180.5M |
| Constellation Investimentos e Participacoes Ltda | 0001893840 | Oct 9, 2024 | 12 | $180.6M |
| 626 Financial, LLC | 0001911035 | Oct 15, 2024 | 116 | $180.7M |
| Yarger Wealth Strategies, LLC | 0001908607 | Oct 7, 2024 | 95 | $180.7M |
| Glass Wealth Management Co LLC | 0002017692 | Nov 7, 2024 | 55 | $180.9M |
| Client First Capital LLC | 0001822065 | Oct 15, 2024 | 19 | $180.9M |
| Cairn Investment Group, Inc. | 0001800358 | Oct 17, 2024 | 67 | $181.0M |
| Patron Partners, LLC | 0001841768 | Nov 5, 2024 | 174 | $181.0M |
| Alamar Capital Management, LLC | 0001846995 | Nov 14, 2024 | 80 | $181.0M |
| Lifestyle Asset Management, Inc. | 0001845675 | Oct 31, 2024 | 104 | $181.1M |
| Scoggin Management LP | 0001086416 | Nov 14, 2024 | 44 | $181.2M |
| MBE Wealth Management, LLC | 0001775850 | Oct 21, 2024 | 99 | $181.3M |
| Urban Financial Advisory Corp | 0002005378 | Nov 15, 2024 | 49 | $181.3M |
| Pacific Sun Financial Corp | 0000947517 | Oct 9, 2024 | 184 | $181.3M |
| Kirtland Hills Capital Management, LLC | 0002019084 | Nov 8, 2024 | 133 | $181.4M |
| Sightline Wealth Advisors, LLC | 0001841979 | Oct 21, 2024 | 83 | $181.5M |
| Fox Hill Wealth Management | 0002016110 | Nov 14, 2024 | 133 | $181.5M |
| Roubaix Capital, LLC | 0001769700 | Oct 25, 2024 | 47 | $181.5M |
| Duncan Williams Asset Management, LLC | 0002011771 | Oct 3, 2024 | 129 | $181.5M |
| Cascades Capital Asset Management, LLC | 0002035512 | Nov 14, 2024 | 101 | $181.5M |
| Intelligent Financial Strategies | 0001911000 | Oct 25, 2024 | 81 | $181.6M |
| Elyxium Wealth, LLC | 0002043538 | Nov 12, 2024 | 120 | $181.7M |
| Adams Street Partners LLC | 0001193586 | Nov 14, 2024 | 6 | $181.7M |
| Cooper/Haims Advisors, LLC | 0001654033 | Nov 12, 2024 | 85 | $181.9M |
| Legal Advantage Investments, Inc. | 0001841769 | Nov 12, 2024 | 99 | $181.9M |
| Lakeridge Wealth Management LLC | 0002012028 | Oct 7, 2024 | 153 | $181.9M |
| Regency Capital Management Inc.\DE | 0001863894 | Oct 4, 2024 | 46 | $182.0M |
| Onyx Financial Advisors, LLC | 0001957840 | Oct 22, 2024 | 16 | $182.2M |
| My Personal CFO, LLC | 0001916366 | Oct 21, 2024 | 88 | $182.4M |
| Loudon Investment Management, LLC | 0001597089 | Nov 4, 2024 | 97 | $182.5M |
| Forge First Asset Management Inc. | 0001963062 | Nov 8, 2024 | 34 | $182.6M |
| Tower View Wealth Management LLC | 0001729045 | Oct 24, 2024 | 194 | $182.7M |
| First Affirmative Financial Network | 0001656282 | Oct 10, 2024 | 284 | $182.7M |
| HighMark Wealth Management LLC | 0001802451 | Oct 17, 2024 | 596 | $182.7M |
| Global Assets Advisory, LLC | 0001942932 | Oct 22, 2024 | 164 | $182.7M |
| IVC Wealth Advisors LLC | 0001842811 | Oct 24, 2024 | 163 | $182.7M |
| Mudita Advisors LLP | 0001907809 | Nov 13, 2024 | 17 | $182.7M |
| Alpha DNA Investment Management LLC | 0001842440 | Nov 12, 2024 | 189 | $182.8M |
| MRA Advisory Group | 0001841816 | Oct 4, 2024 | 119 | $182.9M |
| Pursue Wealth Partners LLC | 0001911091 | Oct 28, 2024 | 112 | $183.0M |
| Leverty Financial Group, LLC | 0001908386 | Oct 16, 2024 | 36 | $183.0M |
| Consilium Wealth Advisory, LLC | 0001904906 | Oct 30, 2024 | 87 | $183.2M |
| NewGen Asset Management Ltd | 0001845012 | Nov 4, 2024 | 26 | $183.3M |
| Harrington Investments, INC | 0001386364 | Oct 11, 2024 | 81 | $183.3M |
| Immersion Capital LLP | 0001636441 | Nov 14, 2024 | 9 | $183.4M |
| Miller Wealth Advisors, LLC | 0001908158 | Oct 30, 2024 | 85 | $183.5M |
| Cottage Street Advisors LLC | 0001665302 | Nov 12, 2024 | 108 | $183.6M |
| Lane & Associates LLC | 0002018909 | Nov 12, 2024 | 113 | $183.6M |
| Ariadne Wealth Management, LP | 0002034793 | Nov 12, 2024 | 224 | $183.7M |
| Evolution Advisers, Inc. | 0001906967 | Oct 18, 2024 | 196 | $183.7M |
| IRON Financial LLC | 0001595509 | Oct 28, 2024 | 108 | $183.7M |
| Worth Asset Management, LLC | 0001927285 | Oct 9, 2024 | 130 | $183.9M |
| JDM Financial Group LLC | 0001960212 | Nov 18, 2024 | 406 | $183.9M |
| Windle Wealth, LLC | 0001963452 | Nov 7, 2024 | 32 | $184.0M |
| Battery Global Advisors, LLC | 0001582272 | Nov 14, 2024 | 135 | $184.0M |
| Boulder Wealth Advisors, LLC | 0001874080 | Dec 3, 2024 | 27 | $184.0M |
| WFA Asset Management Corp | 0001994434 | Oct 30, 2024 | 197 | $184.1M |