| Nova R Wealth, Inc. | 0001729457 | Oct 15, 2024 | 81 | $203.1M |
| Norris Financial Group, LLC | 0002129318 | May 20, 2026 | 76 | $203.2M |
| Financial Avengers, Inc. | 0001844393 | Nov 18, 2024 | 177 | $203.2M |
| SWAN Capital LLC | 0001952722 | Nov 14, 2024 | 345 | $203.2M |
| Moneywise, Inc. | 0001703080 | Oct 21, 2024 | 60 | $203.3M |
| Brown Shipley& Co Ltd | 0001912970 | Nov 14, 2024 | 66 | $203.3M |
| Financial Connections Group, Inc. | 0001907157 | Oct 18, 2024 | 216 | $203.5M |
| West Oak Capital, LLC | 0001387399 | Oct 18, 2024 | 318 | $203.5M |
| Hi-Line Capital Management, LLC | 0001776074 | Oct 28, 2024 | 30 | $203.6M |
| Rockingstone Advisors LLC | 0002027176 | Oct 8, 2024 | 99 | $203.6M |
| Grunden Financial Advisory, Inc. | 0002010014 | Oct 9, 2024 | 24 | $203.7M |
| Iams Wealth Management, LLC | 0001998182 | Oct 11, 2024 | 145 | $203.7M |
| Catalyst Private Wealth, LLC | 0001831193 | Oct 30, 2024 | 82 | $203.9M |
| HMS Capital Management, LLC | 0001689470 | Oct 30, 2024 | 108 | $204.0M |
| Union Savings Bank | 0001985855 | Oct 15, 2024 | 297 | $204.0M |
| Ironwood Wealth Management, Inc. | 0001844821 | Oct 7, 2024 | 22 | $204.1M |
| Wimmer Associates 1, LLC | 0001667019 | Nov 14, 2024 | 111 | $204.3M |
| Sib LLC | 0001426857 | Nov 14, 2024 | 19 | $204.4M |
| Wildcat Capital Management, LLC | 0001582384 | Nov 8, 2024 | 7 | $204.6M |
| Birch Capital Management, LLC | 0001799859 | Oct 15, 2024 | 85 | $204.7M |
| Councilor Wealth, LLC | 0002052759 | Apr 8, 2025 | 82 | $204.7M |
| WD Rutherford LLC | 0001841015 | Oct 25, 2024 | 78 | $204.7M |
| Latigo Investments, LLC | 0001914668 | Nov 13, 2024 | 19 | $204.8M |
| Atlantic Investment Management, Inc. | 0001063296 | Nov 14, 2024 | 7 | $204.8M |
| Spider Management Company, LLC | 0001791621 | Nov 8, 2024 | 5 | $205.0M |
| Raelipskie Partnership | 0002023896 | Nov 15, 2024 | 124 | $205.1M |
| Deane Retirement Strategies, Inc. | 0001659346 | Oct 3, 2024 | 73 | $205.1M |
| Hyundai Investments Co., Ltd. | 0001892772 | Nov 14, 2024 | 1 | $205.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 0002035883 | Oct 9, 2024 | 71 | $205.3M |
| Ironwood Investment Management LLC | 0001127761 | Nov 14, 2024 | 174 | $205.3M |
| Maltin Wealth Management, Inc. | 0001764260 | Oct 9, 2024 | 125 | $205.4M |
| McNaughton Wealth Management, LLC | 0001802691 | Oct 4, 2024 | 56 | $205.4M |
| Pettee Investors, Inc. | 0001596901 | Nov 5, 2024 | 118 | $205.4M |
| 5th Street Advisors, LLC | 0001911026 | Nov 1, 2024 | 43 | $205.4M |
| Guinness Atkinson Asset Management Inc | 0001409765 | Oct 10, 2024 | 100 | $205.6M |
| Seneca Financial Advisors LLC | 0002082922 | Aug 27, 2025 | 54 | $205.6M |
| Matisse Capital | 0001668256 | Oct 17, 2024 | 176 | $205.6M |
| Corton Capital Inc. | 0001910417 | Nov 14, 2024 | 469 | $205.7M |
| Orion Capital Management LLC | 0001846758 | Nov 18, 2024 | 128 | $205.8M |
| Trust Co of Kansas | 0001803988 | Oct 8, 2024 | 61 | $205.8M |
| Leslie Global Wealth, LLC | 0001954832 | Oct 30, 2024 | 71 | $205.8M |
| Strait & Sound Wealth Management LLC | 0001966210 | Nov 18, 2024 | 141 | $205.8M |
| Madison International Realty Holdings, LLC | 0001640680 | Nov 13, 2024 | 2 | $205.8M |
| Maryland Capital Advisors Inc. | 0001891201 | Oct 22, 2024 | 243 | $205.9M |
| Investmark Advisory Group LLC | 0001926349 | Nov 14, 2024 | 121 | $206.0M |
| Conway Capital Management, Inc. | 0002044929 | Nov 15, 2024 | 47 | $206.0M |
| Kinloch Capital, LLC | 0001818557 | Nov 14, 2024 | 83 | $206.3M |
| Arkfeld Wealth Strategies, L.L.C. | 0001789382 | Oct 15, 2024 | 90 | $206.5M |
| Flynn Zito Capital Management, LLC | 0001857144 | Nov 4, 2024 | 122 | $206.6M |
| Torque Asset Management LLC | 0002011256 | Nov 12, 2024 | 19 | $206.7M |
| Game Plan Financial Advisors, LLC | 0001802952 | Oct 15, 2024 | 398 | $206.7M |
| Gemsstock Ltd. | 0001724140 | Nov 8, 2024 | 9 | $206.8M |
| Ewing Morris & Co. Investment Partners Ltd. | 0001846838 | Nov 14, 2024 | 31 | $206.8M |
| Lloyd Advisory Services, LLC. | 0001802474 | Oct 10, 2024 | 97 | $206.9M |
| FNY Investment Advisers, LLC | 0001742998 | Oct 18, 2024 | 648 | $206.9M |
| Bright Futures Wealth Management, LLC. | 0001803980 | Oct 31, 2024 | 225 | $207.1M |
| CPA Asset Management Group, LLC | 0001963967 | Oct 22, 2024 | 77 | $207.1M |
| Idaho Trust Co | 0001568069 | Nov 14, 2024 | 79 | $207.2M |
| Revolution Growth Management Company, Inc. | 0001816374 | Nov 8, 2024 | 1 | $207.2M |
| Bond Capital Management, LP | 0001923934 | Nov 13, 2024 | 5 | $207.3M |
| ShoreHaven Wealth Partners, LLC | 0001844922 | Oct 24, 2024 | 84 | $207.4M |
| Bantamac Capital, LLC | 0001794972 | Nov 14, 2024 | 184 | $207.5M |
| PFC Capital Group, Inc. | 0002010374 | Nov 12, 2024 | 71 | $207.5M |
| Whetstone Capital Advisors, LLC | 0001607278 | Nov 13, 2024 | 37 | $207.5M |
| Brightlight Capital Management LP | 0001802838 | Nov 14, 2024 | 13 | $207.6M |
| Genesee Capital Advisors, LLC | 0001652348 | Oct 21, 2024 | 125 | $207.6M |
| Hoffman, Alan N Investment Management | 0001848530 | Oct 7, 2024 | 14 | $207.7M |
| Income Research & Management | 0001165830 | Oct 22, 2024 | 22 | $207.7M |
| Fluent Financial, LLC | 0001722283 | Oct 4, 2024 | 61 | $207.8M |
| Baron Wealth Management LLC | 0001968507 | Nov 7, 2024 | 204 | $207.8M |
| Holistic Financial Partners | 0001729304 | Nov 7, 2024 | 121 | $207.8M |
| Tabor Asset Management, LP | 0001834780 | Nov 14, 2024 | 43 | $208.0M |
| Wilshire Advisors LLC | 0001616628 | Nov 13, 2024 | 11 | $208.2M |
| Marshall & Sullivan Inc. | 0000820123 | Oct 9, 2024 | 40 | $208.2M |
| MBA Advisors LLC | 0001848704 | Oct 25, 2024 | 130 | $208.3M |
| NCM Capital Management, LLC | 0001907054 | Nov 14, 2024 | 165 | $208.4M |
| Sage Capital Management, LLC | 0002030667 | Oct 30, 2024 | 163 | $208.4M |
| Summa Corp. | 0001954929 | Oct 17, 2024 | 64 | $208.6M |
| Rise Advisors, LLC | 0001831316 | Oct 11, 2024 | 1,233 | $208.7M |
| Lavaca Capital LLC | 0001641447 | Nov 14, 2024 | 101 | $208.9M |
| Five Oceans Advisors | 0001876326 | Oct 15, 2024 | 195 | $208.9M |
| Astor Investment Management LLC | 0001598416 | Oct 24, 2024 | 31 | $209.0M |
| Mendota Financial Group, LLC | 0001964538 | Oct 10, 2024 | 1,185 | $209.4M |
| Stevens Capital Partners | 0001965176 | Oct 29, 2024 | 62 | $209.4M |
| Nkcfo LLC | 0001757282 | Oct 17, 2024 | 79 | $209.4M |
| KFA Private Wealth Group, LLC | 0001800556 | Oct 18, 2024 | 82 | $209.5M |
| Meredith Wealth Planning | 0001956471 | Oct 18, 2024 | 46 | $209.5M |
| First Financial Corp. | 0000714562 | Oct 24, 2024 | 440 | $209.5M |
| BCK Partners, Inc. | 0001845867 | Oct 25, 2024 | 29 | $209.6M |
| Tejara Capital Ltd | 0001879713 | Nov 13, 2024 | 55 | $209.6M |
| Pioneer Wealth Management Group | 0001973339 | Oct 7, 2024 | 42 | $209.7M |
| Trail Ridge Investment Advisors, LLC | 0001911013 | Oct 25, 2024 | 106 | $209.9M |
| Stonebridge Financial Planning Group, LLC | 0001802494 | Nov 8, 2024 | 158 | $209.9M |
| Winthrop Capital Management, LLC | 0002010657 | Nov 4, 2024 | 157 | $210.0M |
| Cowa, LLC | 0001844480 | Nov 1, 2024 | 128 | $210.0M |
| Bridge Advisory, LLC | 0001847956 | Oct 1, 2024 | 99 | $210.2M |
| Ayrshire Capital Management LLC | 0001801563 | Oct 10, 2024 | 48 | $210.2M |
| Mill Road Capital Management LLC | 0001512275 | Nov 14, 2024 | 24 | $210.3M |
| Squire Investment Management Company, LLC | 0002031291 | Nov 6, 2024 | 62 | $210.3M |
| Wolf Group Capital Advisors | 0001579111 | Nov 1, 2024 | 103 | $210.4M |