| Avory & Company, LLC | 0001842766 | Apr 24, 2025 | 31 | $151.3M |
| Forthright Family Wealth Advisory LLC | 0002008648 | Apr 30, 2025 | 55 | $151.4M |
| First National Bank of Hutchinson | 0001313871 | May 6, 2025 | 88 | $151.5M |
| Longview Financial Advisors LLC | 0002076077 | Aug 6, 2025 | 129 | $151.5M |
| Avos Capital Management, LLC | 0001948622 | May 12, 2025 | 34 | $151.6M |
| Crawford Fund Management, LLC | 0001816427 | May 15, 2025 | 26 | $151.6M |
| XY Capital Ltd | 0001933132 | May 12, 2025 | 82 | $151.9M |
| Fidelity D & D Bancorp Inc. | 0001098151 | May 1, 2025 | 101 | $151.9M |
| Pandora Wealth, Inc. | 0002045414 | May 12, 2025 | 266 | $152.0M |
| National Wealth Management Group, LLC | 0001977723 | May 15, 2025 | 145 | $152.1M |
| Washburn Capital Management, Inc. | 0001793923 | Aug 5, 2025 | 51 | $152.1M |
| Sebold Capital Management, Inc. | 0001972836 | Apr 28, 2025 | 73 | $152.1M |
| Claris Financial LLC | 0002060278 | Jun 18, 2025 | 153 | $152.2M |
| Hedges Asset Management LLC | 0001906202 | Apr 24, 2025 | 108 | $152.2M |
| Sowa Financial Group, Inc. | 0001806226 | Apr 16, 2025 | 29 | $152.3M |
| Penney Financial, LLC | 0002049857 | May 2, 2025 | 37 | $152.3M |
| Menard Financial Group LLC | 0001803156 | May 8, 2025 | 97 | $152.3M |
| Clarity Capital Advisors, LLC | 0002011219 | Apr 14, 2025 | 82 | $152.3M |
| New Millennium Group LLC | 0001909654 | Apr 25, 2025 | 461 | $152.3M |
| Nicholson Wealth Management Group, LLC | 0002035982 | May 12, 2025 | 102 | $152.4M |
| FSC Wealth Advisors, LLC | 0001925685 | Apr 22, 2025 | 260 | $152.4M |
| Peoples Bank | 0000934866 | Apr 30, 2025 | 94 | $152.4M |
| Flower City Capital | 0001808394 | Apr 22, 2025 | 38 | $152.5M |
| Holos Integrated Wealth LLC | 0002080096 | Aug 8, 2025 | 314 | $152.5M |
| Aspen Wealth Strategies, LLC | 0001972517 | Apr 30, 2025 | 83 | $152.6M |
| Elkhorn Partners Limited Partnership | 0000928400 | May 14, 2025 | 35 | $152.6M |
| McCarter Private Wealth Services LLC | 0002036922 | May 14, 2025 | 100 | $152.7M |
| Fortune 45 LLC | 0001918707 | May 15, 2025 | 30 | $152.7M |
| Signature Wealth Management Partners, LLC | 0001824694 | May 8, 2025 | 103 | $152.7M |
| Level Wealth Management LLC | 0002036775 | Apr 28, 2025 | 52 | $152.8M |
| McGinn Penninger Investment Management, Inc. | 0001845031 | Apr 28, 2025 | 44 | $152.8M |
| Gouws Capital LLC | 0001908828 | May 12, 2025 | 49 | $152.9M |
| Godshalk Welsh Capital Management, Inc. | 0001631775 | May 15, 2025 | 121 | $152.9M |
| Attessa Capital LLC | 0002020560 | Apr 15, 2025 | 39 | $152.9M |
| Value Base Ltd. | 0001992355 | May 8, 2025 | 8 | $152.9M |
| Blue Sky Capital Consultants Group, Inc. | 0002057054 | May 9, 2025 | 52 | $153.0M |
| Wealth High Governance Capital Ltda | 0002028828 | May 15, 2025 | 26 | $153.0M |
| Thiel Macro | 0001562087 | May 15, 2025 | 5 | $153.0M |
| Kilter Group LLC | 0002058915 | May 22, 2025 | 43 | $153.1M |
| Symphony Financial Services, Inc. | 0002031979 | May 12, 2025 | 86 | $153.1M |
| Northstar Advisory Group, LLC | 0001816000 | Apr 14, 2025 | 94 | $153.1M |
| McDonough Capital Management, Inc | 0001912128 | Apr 14, 2025 | 48 | $153.1M |
| Rainwater Charitable Foundation | 0001729139 | May 7, 2025 | 4 | $153.1M |
| Meriwether Wealth & Planning, LLC | 0002055554 | Apr 21, 2025 | 123 | $153.3M |
| Kennicott Capital Management LLC | 0001863265 | Apr 17, 2025 | 42 | $153.3M |
| Guardian Asset Advisors, LLC | 0002021272 | Apr 25, 2025 | 102 | $153.3M |
| CMG Global Holdings, LLC | 0001839445 | Apr 25, 2025 | 86 | $153.3M |
| Northern Capital Management, Inc. | 0001581794 | May 9, 2025 | 43 | $153.4M |
| Fortis Advisors, LLC | 0001697478 | Apr 17, 2025 | 111 | $153.4M |
| General Partner, Inc. | 0001800508 | Apr 4, 2025 | 175 | $153.5M |
| Gainplan LLC | 0001697857 | Apr 10, 2025 | 46 | $153.5M |
| Oracle Investment Management Inc. | 0001012622 | May 15, 2025 | 11 | $153.6M |
| Aua Capital Management, LLC | 0001706915 | Apr 9, 2025 | 77 | $153.6M |
| Efficient Frontier Advisors LLC | 0002011188 | Apr 7, 2025 | 21 | $153.7M |
| Knoll Capital Management, LLC | 0001325083 | May 15, 2025 | 36 | $153.7M |
| HarbourVest Partners LLC | 0001201001 | May 15, 2025 | 16 | $153.7M |
| Veltria Advisors Corp. | 0001941369 | May 13, 2025 | 120 | $153.8M |
| Atlatl Advisers LLC | 0002023168 | Apr 28, 2025 | 114 | $153.8M |
| Keener Financial Planning LLC | 0002004495 | May 9, 2025 | 184 | $153.8M |
| Stephenson & Company, Inc. | 0002001544 | May 7, 2025 | 39 | $153.9M |
| Virtus Advisers, LLC | 0001587281 | Feb 13, 2026 | 418 | $153.9M |
| Balance Wealth Partners LLC | 0002065247 | Apr 23, 2025 | 110 | $153.9M |
| Quarry Hill Advisors, LLC | 0001965346 | Apr 28, 2025 | 45 | $153.9M |
| Main Line Retirement Advisors, LLC | 0001809416 | May 21, 2025 | 42 | $153.9M |
| First Bancorp, Inc | 0000765207 | Apr 22, 2025 | 121 | $153.9M |
| Investments & Financial Planning, LLC | 0001909307 | Apr 30, 2025 | 34 | $154.0M |
| Paradoxiom Capital L.P. | 0002028104 | May 15, 2025 | 31 | $154.1M |
| Boomfish Wealth Group, LLC | 0002010786 | Apr 18, 2025 | 82 | $154.1M |
| Kearns & Associates LLC | 0001908695 | May 15, 2025 | 42 | $154.2M |
| Latko Wealth Management, Ltd. | 0001937769 | Apr 15, 2025 | 27 | $154.2M |
| Wealth Group, Ltd. | 0002013988 | May 7, 2025 | 157 | $154.3M |
| Prentiss Smith & Co. Inc. | 0001134687 | Apr 21, 2025 | 69 | $154.3M |
| Benchmark Investment Advisors LLC | 0001910971 | May 15, 2025 | 86 | $154.3M |
| Manuka Financial, LLC | 0002049064 | May 1, 2025 | 49 | $154.4M |
| Asahi Life Asset Management Co., LTD. | 0001564835 | May 2, 2025 | 156 | $154.5M |
| Founders Capital Management | 0001704300 | Apr 8, 2025 | 370 | $154.6M |
| Anabranch Capital Management, LP | 0001822480 | May 15, 2025 | 7 | $154.6M |
| 2UniFi Bank | 0002040900 | May 8, 2025 | 450 | $154.7M |
| KilterHowling LLC | 0001759354 | May 14, 2025 | 44 | $154.7M |
| Sarissa Capital Management LP | 0001577524 | May 15, 2025 | 7 | $154.7M |
| Straightline Group LLC | 0001444864 | May 14, 2025 | 13 | $154.7M |
| Invera Wealth Advisors, LLC | 0001976780 | Oct 29, 2025 | 90 | $154.7M |
| State of Wisconsin - Board of Commissioners of Public Lands | 0001967732 | Apr 7, 2025 | 6 | $154.8M |
| Robinson Value Management, Ltd. | 0001694283 | May 7, 2025 | 71 | $154.9M |
| Pinnbrook Capital Management LP | 0001856103 | May 12, 2025 | 37 | $154.9M |
| Spectrum Investment Advisors, Inc. | 0001856042 | Apr 23, 2025 | 25 | $155.0M |
| Von Berge Wealth Management Group, LLC | 0001908070 | Apr 28, 2025 | 63 | $155.0M |
| Ledgewood Wealth Advisors, LLC | 0002064043 | Apr 28, 2025 | 70 | $155.0M |
| Roberts Foundation | 0001595747 | Apr 30, 2025 | 2 | $155.1M |
| Prospera Capital Management, LLC | 0002082673 | Sep 5, 2025 | 37 | $155.1M |
| Secured Retirement Advisors, LLC | 0002012356 | May 1, 2025 | 116 | $155.1M |
| Alta Fundamental Advisers LLC | 0001641604 | May 12, 2025 | 19 | $155.2M |
| V2 Financial group LLC | 0002022843 | May 1, 2025 | 84 | $155.3M |
| Trust Investment Advisors | 0001597690 | May 2, 2025 | 118 | $155.3M |
| Clarity Asset Management, Inc. | 0001756759 | May 14, 2025 | 215 | $155.4M |
| Gunderson Capital Management LLC | 0001792397 | Apr 9, 2025 | 29 | $155.4M |
| Endowment Wealth Management, Inc. | 0001904477 | May 9, 2025 | 149 | $155.4M |
| Cromwell Holdings LLC | 0001894712 | May 1, 2025 | 818 | $155.5M |
| CoreFirst Bank & Trust | 0001845199 | Apr 29, 2025 | 111 | $155.5M |
| Fairbanks Capital Management, Inc. | 0001681372 | May 14, 2025 | 55 | $155.6M |