| LFA - Lugano Financial Advisors SA | 0001737871 | Apr 28, 2025 | 191 | $147.1M |
| Albert D Mason Inc. | 0001169318 | Apr 16, 2025 | 144 | $147.1M |
| Marshall & Sterling Wealth Advisors Inc. | 0002056315 | May 15, 2025 | 640 | $147.1M |
| West Bancorporation Inc. | 0001166928 | Apr 25, 2025 | 93 | $147.2M |
| Diversified Investment Strategies, LLC | 0001427196 | May 13, 2025 | 52 | $147.2M |
| Certus Wealth Management, LLC | 0001989526 | May 13, 2025 | 53 | $147.3M |
| Hofer & Associates. Inc | 0001958491 | Apr 23, 2025 | 57 | $147.3M |
| Blackston Financial Advisory Group, LLC | 0001910984 | Feb 26, 2026 | 93 | $147.4M |
| Millstone Evans Group, LLC | 0002041943 | May 5, 2025 | 797 | $147.4M |
| Avid Wealth Partners LLC | 0001992344 | Apr 17, 2025 | 49 | $147.4M |
| Peoples Bank | 0001998269 | Apr 8, 2025 | 332 | $147.5M |
| Client First Investment Management LLC | 0002018284 | Apr 14, 2025 | 14 | $147.5M |
| Sentry Investment Management LLC | 0000089014 | Apr 9, 2025 | 481 | $147.5M |
| GEN Financial Management, INC. | 0002032497 | Apr 16, 2025 | 51 | $147.6M |
| Castleview Partners, LLC | 0001737088 | Apr 22, 2025 | 176 | $147.7M |
| A&I Financial Services, LLC | 0001728031 | May 1, 2025 | 72 | $147.8M |
| Northland Capital Management LLC | 0001693032 | Apr 23, 2025 | 31 | $147.8M |
| Cascade Investment Advisors, Inc. | 0001681490 | Apr 8, 2025 | 113 | $148.0M |
| Brightlight Capital Management LP | 0001802838 | May 15, 2025 | 9 | $148.0M |
| Echo Wealth Management, LLC | 0001846994 | Apr 22, 2025 | 50 | $148.0M |
| Hara Capital LLC | 0002010015 | Apr 30, 2025 | 303 | $148.0M |
| BlackDiamond Wealth Management, LLC | 0001903059 | May 13, 2025 | 153 | $148.0M |
| Parkwoods Wealth Partners, LLC | 0002042772 | May 12, 2025 | 55 | $148.0M |
| Panoramic Investment Advisors, LLC | 0001967332 | May 7, 2025 | 115 | $148.1M |
| Islay Capital Management, LLC | 0001738560 | May 14, 2025 | 185 | $148.1M |
| Melfa Wealth Management, Inc. | 0001962465 | May 2, 2025 | 201 | $148.1M |
| Councilmark Asset Management, LLC | 0002022076 | May 7, 2025 | 87 | $148.2M |
| Lakewood Asset Management LLC | 0001966581 | Apr 24, 2025 | 101 | $148.2M |
| Ervin Investment Management, LLC | 0001907802 | Apr 9, 2025 | 38 | $148.2M |
| Kintra Wealth, LLC | 0001904432 | May 14, 2025 | 108 | $148.3M |
| Broad Peak Investment Advisers Pte Ltd | 0001547349 | Apr 30, 2025 | 4 | $148.3M |
| Beacon Financial Strategies CORP | 0002084239 | Sep 25, 2025 | 38 | $148.3M |
| Paradigm, Strategies in Wealth Management, LLC | 0001859579 | May 7, 2025 | 53 | $148.4M |
| Twin Lakes Capital Management, LLC | 0001847794 | May 23, 2025 | 221 | $148.4M |
| Mullaney, Keating & Wright, Inc. | 0002135840 | May 29, 2026 | 59 | $148.4M |
| Pantera Capital Partners LP | 0002067181 | May 15, 2025 | 2 | $148.4M |
| Carson Advisory Inc. | 0001909304 | May 2, 2025 | 164 | $148.5M |
| Peterson Wealth Management | 0001785144 | Jun 16, 2025 | 50 | $148.6M |
| Farrow Financial, Inc. | 0002010644 | May 9, 2025 | 50 | $148.7M |
| Sutton Place Investors LLC | 0001930301 | Apr 29, 2025 | 106 | $148.7M |
| Catalys Pacific, LLC | 0002011385 | Aug 13, 2025 | 2 | $148.7M |
| Defined Wealth Management, LLC | 0001849518 | Apr 16, 2025 | 108 | $148.8M |
| Goldstream Capital Management Ltd | 0001872787 | May 14, 2025 | 44 | $148.9M |
| Andrews, Lucia Wealth Management LLC | 0001906227 | Apr 21, 2025 | 27 | $148.9M |
| Cedar Point Capital Partners, LLC | 0001954337 | May 14, 2025 | 62 | $149.0M |
| Ames National Corp. | 0001132651 | May 6, 2025 | 62 | $149.0M |
| Atmos Advisory, LLC | 0001905162 | Apr 22, 2025 | 20 | $149.0M |
| Monolith Management Ltd | 0002008306 | May 14, 2025 | 15 | $149.1M |
| 22NW, LP | 0001694297 | May 14, 2025 | 20 | $149.1M |
| Ballew Advisors, Inc | 0001729096 | Apr 16, 2025 | 108 | $149.1M |
| Sard Wealth Management Group, LLC | 0002010095 | Apr 11, 2025 | 48 | $149.2M |
| Kamunting Street Capital Management, L.P. | 0001317267 | May 14, 2025 | 15 | $149.2M |
| OMNI 360 Wealth, Inc. | 0002010436 | Oct 27, 2025 | 108 | $149.3M |
| RiverTree Advisors, LLC | 0001872501 | Apr 17, 2025 | 55 | $149.4M |
| Covestor Ltd | 0001909846 | May 12, 2025 | 2,810 | $149.5M |
| Wealth Management Strategies, Inc. | 0002057285 | May 15, 2025 | 36 | $149.5M |
| Udine Wealth Management, Inc. | 0001907240 | Apr 11, 2025 | 28 | $149.5M |
| Echo45 Advisors LLC | 0001908617 | Apr 15, 2025 | 52 | $149.5M |
| Columbia River Financial Group, LLC | 0002057074 | Apr 29, 2025 | 124 | $149.6M |
| North Ridge Wealth Advisors, Inc. | 0001974277 | May 9, 2025 | 163 | $149.7M |
| Corrado Advisors, LLC | 0001482611 | May 1, 2025 | 104 | $149.7M |
| Westfuller Advisors, LLC | 0002024115 | Apr 25, 2025 | 98 | $149.8M |
| Guardian Wealth Management, Inc. | 0001910205 | May 6, 2025 | 229 | $149.8M |
| Alcosta Capital Management, Inc. | 0001842509 | May 14, 2025 | 26 | $149.8M |
| Oep Capital Advisors, L.P. | 0001817681 | May 14, 2025 | 1 | $149.8M |
| Capital Market Strategies LLC | 0001810158 | Apr 4, 2025 | 143 | $149.8M |
| Gallo Partners, LP | 0002015727 | May 15, 2025 | 54 | $149.8M |
| Better Money Decisions, LLC | 0001858428 | Apr 10, 2025 | 68 | $149.8M |
| Seven Mile Advisory | 0001987932 | May 13, 2025 | 175 | $149.8M |
| Laurus Global Equity Management Inc. | 0001869316 | May 1, 2025 | 46 | $149.8M |
| Argosy-Lionbridge Management, LLC | 0002056354 | May 15, 2025 | 12 | $149.9M |
| Catalina Capital Group, LLC | 0002018090 | Apr 21, 2025 | 179 | $149.9M |
| Ping Capital Management, Inc. | 0001804352 | May 5, 2025 | 65 | $149.9M |
| XY Planning Network, Inc. | 0001873438 | Apr 22, 2025 | 102 | $149.9M |
| Whalen Wealth Management Inc. | 0001894447 | Apr 22, 2025 | 117 | $149.9M |
| Acorn Capital Advisors, LLC | 0002054410 | May 19, 2025 | 22 | $149.9M |
| Lynx Investment Advisory | 0002028812 | Jun 16, 2025 | 144 | $150.0M |
| Horizon Family Wealth, Inc. | 0001910660 | May 9, 2025 | 73 | $150.0M |
| Tilia Fiduciary Partners, Inc. | 0001910210 | Apr 14, 2025 | 113 | $150.0M |
| Creegan & Nassoura Financial Group, LLC | 0001631054 | May 15, 2025 | 76 | $150.1M |
| Carroll Investors, Inc | 0001911400 | May 14, 2025 | 29 | $150.2M |
| One Wealth Map LLC | 0001802635 | Apr 22, 2025 | 76 | $150.2M |
| Sarver Vrooman Wealth Advisors | 0002076215 | Jul 8, 2025 | 129 | $150.3M |
| Lakehouse Capital Pty Ltd | 0001844830 | May 15, 2025 | 13 | $150.4M |
| Laurel Wealth Planning LLC | 0001842010 | Apr 24, 2025 | 56 | $150.5M |
| Legion Partners Asset Management, LLC | 0001560207 | May 15, 2025 | 7 | $150.6M |
| Valley Financial Group, Inc. | 0002010327 | May 14, 2025 | 57 | $150.7M |
| Arosa Capital Management LP | 0001596053 | May 15, 2025 | 34 | $150.7M |
| Motiv8 Investments LLC | 0002024873 | Apr 24, 2025 | 97 | $150.8M |
| AYAL Capital Advisors Ltd | 0002011524 | May 15, 2025 | 29 | $150.8M |
| Altura Wealth Advisors Inc. | 0001931465 | May 2, 2025 | 50 | $150.9M |
| Everstar Asset Management, LLC | 0002023744 | Aug 8, 2025 | 183 | $150.9M |
| Vernal Point Advisors, LLC | 0001820363 | May 15, 2025 | 19 | $150.9M |
| Renasant Bank | 0001656167 | May 9, 2025 | 156 | $150.9M |
| Chokshi & Queen Wealth Advisors, Inc | 0002057199 | May 20, 2025 | 51 | $151.0M |
| Ti-Trust, Inc. | 0001802284 | Apr 23, 2025 | 126 | $151.0M |
| Lakeside Advisors, INC. | 0001913467 | Apr 30, 2025 | 63 | $151.0M |
| RWQ Financial Management Services, Inc. | 0001846544 | May 2, 2025 | 23 | $151.1M |
| Pensionfund PDN | 0001297731 | Jun 30, 2025 | 71 | $151.2M |
| McClarren Financial Advisors, Inc. | 0001842974 | May 9, 2025 | 321 | $151.3M |