| River Street Advisors LLC | 0001964897 | Nov 6, 2024 | 146 | $184.2M |
| Aviso Wealth Management | 0002011802 | Nov 7, 2024 | 145 | $184.4M |
| Foresight Global Investors, Inc. | 0001973323 | Nov 12, 2024 | 45 | $184.4M |
| Values First Advisors, Inc. | 0001913608 | Oct 23, 2024 | 272 | $184.4M |
| Norway Savings Bank | 0001692227 | Oct 15, 2024 | 106 | $184.4M |
| Viola Ventures V.C. Management 4 Ltd. | 0001965208 | Nov 12, 2024 | 5 | $184.5M |
| Myecfo, LLC | 0001986457 | Oct 7, 2024 | 57 | $184.6M |
| Quantum Portfolio Management LLC | 0002003672 | Oct 24, 2024 | 236 | $184.6M |
| Aurora Investment Counsel | 0001316397 | Nov 8, 2024 | 113 | $184.8M |
| Sterneck Capital Management, LLC | 0001438574 | Oct 3, 2024 | 96 | $184.9M |
| Radcliff Management LLC | 0001911132 | Nov 14, 2024 | 1 | $184.9M |
| Penobscot Wealth Management | 0001875768 | Oct 28, 2024 | 76 | $185.2M |
| Heartland Bank & Trust Co | 0001866040 | Oct 22, 2024 | 153 | $185.3M |
| Daily Journal | 0000783412 | Oct 11, 2024 | 4 | $185.3M |
| Masso Torrence Wealth Management Inc. | 0001903153 | Oct 24, 2024 | 93 | $185.4M |
| ELCO Management Co., LLC | 0001690717 | Nov 14, 2024 | 164 | $185.4M |
| XY Capital Ltd | 0001933132 | Nov 1, 2024 | 39 | $185.5M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0001730521 | Oct 15, 2024 | 136 | $185.6M |
| Allie Family Office LLC | 0001908612 | Jan 3, 2025 | 93 | $185.6M |
| LSP Investment Advisors, LLC | 0001728850 | Nov 14, 2024 | 26 | $185.7M |
| Eagle Bluffs Wealth Management LLC | 0001906547 | Nov 4, 2024 | 73 | $185.7M |
| Legacy Bridge, LLC | 0001689144 | Nov 7, 2024 | 293 | $185.7M |
| Aspire Wealth Management Corp | 0001916412 | Oct 31, 2024 | 196 | $185.8M |
| Prosperitas Financial LLC | 0002001016 | Oct 29, 2024 | 62 | $185.8M |
| Game Creek Capital, LP | 0001731132 | Nov 14, 2024 | 60 | $185.9M |
| New Vernon Capital Holdings II LLC | 0001512538 | Nov 14, 2024 | 63 | $185.9M |
| Private Client Services, LLC | 0001457005 | Oct 3, 2024 | 169 | $186.0M |
| Blue Square Asset Management, LLC | 0001769578 | Oct 29, 2024 | 73 | $186.1M |
| OnyxPoint Global Management LP | 0001961491 | Nov 14, 2024 | 11 | $186.3M |
| Continuum Wealth Advisors, LLC | 0001966482 | Oct 18, 2024 | 57 | $186.4M |
| Arcadia Investment Advisors LLC | 0002047860 | Jan 8, 2025 | 79 | $186.6M |
| Shore Point Advisors, LLC | 0001907092 | Oct 10, 2024 | 63 | $186.8M |
| Ally Bridge Group (NY) LLC | 0001822947 | Nov 14, 2024 | 29 | $186.8M |
| Adapt Wealth Advisors, LLC | 0002013937 | Nov 12, 2024 | 66 | $186.9M |
| KM Capital Management Ltd. | 0001963514 | Nov 14, 2024 | 44 | $187.1M |
| Shared Vision Wealth Group LLC | 0002008178 | Nov 12, 2024 | 72 | $187.2M |
| R. W. Roge & Company, Inc. | 0001800745 | Nov 8, 2024 | 49 | $187.2M |
| Blackhawk Capital Partners, LLC | 0001582561 | Nov 12, 2024 | 129 | $187.2M |
| Windmill Hill Asset Management Ltd | 0001831132 | Oct 15, 2024 | 24 | $187.2M |
| Constitution Capital LLC | 0001845531 | Oct 11, 2024 | 59 | $187.3M |
| Chicago Wealth Management, Inc. | 0001592178 | Nov 12, 2024 | 49 | $187.4M |
| Marmo Financial Group, LLC | 0001964829 | Oct 24, 2024 | 28 | $187.4M |
| Forte Asset Management LLC | 0001927129 | Oct 28, 2024 | 63 | $187.5M |
| Kanen Wealth Management LLC | 0001681614 | Oct 16, 2024 | 21 | $187.5M |
| Bardin Hill Management Partners LP | 0001616416 | Nov 14, 2024 | 29 | $187.7M |
| New Perspectives, Inc | 0001909565 | Oct 18, 2024 | 37 | $187.8M |
| Pine Brook Road Advisors, L.P. | 0001630691 | Nov 8, 2024 | 3 | $187.9M |
| Blantyre Capital Ltd | 0001887451 | Nov 14, 2024 | 1 | $188.0M |
| Triad Wealth Partners, LLC | 0002012717 | Oct 21, 2024 | 47 | $188.0M |
| Stephens Group, LLC | 0001427999 | Oct 3, 2024 | 3 | $188.0M |
| Shariaportfolio, Inc. | 0001998574 | Oct 21, 2024 | 31 | $188.1M |
| Mark Sheptoff Financial Planning, LLC | 0001607355 | Nov 14, 2024 | 428 | $188.2M |
| Melone Private Wealth, LLC | 0001905765 | Oct 7, 2024 | 49 | $188.3M |
| Owen LaRue, LLC | 0001965328 | Nov 13, 2024 | 95 | $188.3M |
| Dixon Fnancial Services, Inc. | 0001909993 | Oct 22, 2024 | 37 | $188.3M |
| Scalar Gauge Management, LLC | 0001965542 | Nov 14, 2024 | 25 | $188.4M |
| SFG Wealth Management, LLC. | 0001908914 | Nov 1, 2024 | 91 | $188.5M |
| CHB Investment Group, LLC | 0001933274 | Oct 17, 2024 | 73 | $188.5M |
| Summit Investment Advisory Services, LLC | 0001914395 | Oct 16, 2024 | 71 | $188.5M |
| Acorn Creek Capital LLC | 0001994827 | Oct 15, 2024 | 75 | $188.6M |
| Sterling Group Wealth Management, LLC | 0001852307 | Oct 7, 2024 | 63 | $188.6M |
| Quantitative Strategies, Inc. | 0001810224 | Oct 23, 2024 | 18 | $188.6M |
| S.A. Mason LLC | 0001800911 | Oct 25, 2024 | 324 | $188.6M |
| Second Half Financial Partners, LLC | 0001946654 | Nov 8, 2024 | 93 | $188.7M |
| Element Wealth, LLC | 0001802743 | Oct 23, 2024 | 284 | $188.7M |
| Integrated Capital Management, LLC | 0002040070 | Nov 12, 2024 | 59 | $188.8M |
| Solstein Capital, LLC | 0001730769 | Oct 29, 2024 | 314 | $188.8M |
| Financial Freedom, LLC | 0001965484 | Oct 29, 2024 | 356 | $188.9M |
| Holowesko Partners Ltd. | 0001428569 | Nov 12, 2024 | 26 | $189.0M |
| First Citizens Financial Corp | 0001800597 | Oct 3, 2024 | 121 | $189.0M |
| D. Scott Neal, Inc. | 0001596920 | Oct 17, 2024 | 58 | $189.1M |
| Axiom Financial Strategies, LLC | 0001831985 | Nov 12, 2024 | 45 | $189.4M |
| Hansen & Associates Financial Group, Inc. | 0001873973 | Nov 5, 2024 | 15 | $189.4M |
| Plan Group Financial, LLC | 0001940033 | Oct 22, 2024 | 114 | $189.4M |
| Discipline Wealth Solutions, LLC | 0002010507 | Nov 19, 2024 | 68 | $189.4M |
| Patrick Mauro Investment Advisor, INC. | 0001953787 | Nov 12, 2024 | 43 | $189.8M |
| Tandem Capital Management Corp. | 0000873759 | Oct 25, 2024 | 115 | $189.9M |
| Envision Financial Planning, LLC | 0001964460 | Nov 7, 2024 | 36 | $190.0M |
| Arcadia Wealth Management, LLC | 0001964226 | Nov 7, 2024 | 62 | $190.0M |
| New Insight Wealth Advisors | 0002022328 | Nov 13, 2024 | 91 | $190.0M |
| Carl P. Sherr & Co., LLC | 0001818535 | Nov 14, 2024 | 114 | $190.0M |
| Optivise Advisory Services LLC | 0002042876 | Nov 12, 2024 | 164 | $190.0M |
| Three Seasons Wealth, LLC | 0002044495 | Apr 4, 2025 | 107 | $190.1M |
| Alternative Investment Advisors, LLC. | 0002009486 | Dec 11, 2024 | 50 | $190.2M |
| Citadel Investment Advisory, Inc. | 0001811907 | Oct 16, 2024 | 81 | $190.2M |
| O'Connor Financial Group LLC | 0001973783 | Oct 8, 2024 | 55 | $190.3M |
| Arbor Trust Wealth Advisors, LLC | 0001797135 | Oct 23, 2024 | 100 | $190.4M |
| Wisconsin Capital Management LLC | 0000926833 | Oct 30, 2024 | 49 | $190.5M |
| Metavasi Capital LP | 0001864835 | Nov 14, 2024 | 27 | $190.6M |
| Bowman & Co S.C. | 0001906275 | Nov 7, 2024 | 100 | $190.6M |
| Decade Renewable Partners LP | 0001915836 | Nov 14, 2024 | 32 | $190.7M |
| BlueChip Wealth Advisors LLC | 0002015578 | Nov 14, 2024 | 152 | $191.0M |
| Dudley Capital Management, LLC | 0001965760 | Oct 31, 2024 | 126 | $191.0M |
| Cresta Advisors, Ltd. | 0001947670 | Nov 18, 2024 | 50 | $191.2M |
| Obsidian Personal Planning Solutions LLC | 0001909128 | Nov 7, 2024 | 101 | $191.3M |
| Cunning Capital Partners, LP | 0001571075 | Nov 12, 2024 | 77 | $191.4M |
| Vivid Wealth Management, LLC | 0002007281 | Oct 24, 2024 | 60 | $191.4M |
| Freemont Management S.A. | 0001609120 | Nov 6, 2024 | 76 | $191.4M |
| Marlin Sams Capital Management LLC | 0001608618 | Nov 1, 2024 | 3 | $191.5M |
| Chronos Wealth Management, LLC | 0001801792 | Oct 17, 2024 | 41 | $191.8M |