| Everpar Advisors LLC | 0002010410 | Jul 8, 2025 | 266 | $220.1M |
| Quad-Cities Investment Group, LLC | 0001741426 | Jul 11, 2025 | 184 | $220.2M |
| Fortress Private Ledger, LLC | 0001718251 | Aug 14, 2025 | 185 | $220.2M |
| Gainplan LLC | 0001697857 | Jul 23, 2025 | 54 | $220.2M |
| Ararat Capital Management LP | 0001768757 | Aug 14, 2025 | 18 | $220.3M |
| Greenfield Savings Bank | 0001940406 | Jul 7, 2025 | 145 | $220.4M |
| Elios Financial Group Inc. | 0002035601 | Aug 13, 2025 | 120 | $220.5M |
| Knott David M Jr | 0001892770 | Aug 11, 2025 | 85 | $220.6M |
| TCFG Wealth Management, LLC | 0001548059 | Jul 23, 2025 | 259 | $220.8M |
| Bontempo Ohly Capital Mgmt LLC | 0001632118 | Aug 14, 2025 | 31 | $220.8M |
| Sustainable Insight Capital Management, LLC | 0001580677 | Aug 6, 2025 | 61 | $220.9M |
| Wishbone Management, LP | 0001777734 | Aug 14, 2025 | 4 | $221.0M |
| TenCore Partners, LP | 0001755784 | Aug 6, 2025 | 12 | $221.2M |
| GE Investment Management Corp. | 0001125824 | Aug 14, 2025 | 4 | $221.3M |
| Choice Wealth Advisors LLC | 0001842357 | Jul 8, 2025 | 30 | $221.3M |
| Vestwell Advisors, LLC | 0002081474 | Sep 29, 2025 | 33 | $221.6M |
| HMS Capital Management, LLC | 0001689470 | Jul 7, 2025 | 105 | $221.8M |
| Bandera Partners LLC | 0001399386 | Aug 12, 2025 | 14 | $221.9M |
| Point Windward Advisors Inc. | 0001356202 | Jul 30, 2025 | 96 | $222.2M |
| Maltin Wealth Management, Inc. | 0001764260 | Aug 6, 2025 | 127 | $222.2M |
| Ergawealth Advisors, Inc. | 0001973209 | Jul 22, 2025 | 73 | $222.3M |
| Hel Ved Capital Management Ltd | 0001840129 | Aug 13, 2025 | 58 | $222.3M |
| Redwood Wealth Management Group, LLC | 0001963839 | Aug 5, 2025 | 179 | $222.6M |
| Guardian Financial Partners, LLC | 0001723514 | Jul 31, 2025 | 56 | $222.7M |
| BCU Wealth Advisors, LLC | 0002003570 | Jul 18, 2025 | 56 | $222.7M |
| Anb Bank | 0002067126 | Aug 11, 2025 | 125 | $222.7M |
| Aspiring Ventures, LLC | 0001738640 | Aug 12, 2025 | 59 | $222.8M |
| Matrix Capital Management Company, LP | 0001410830 | Aug 14, 2025 | 4 | $222.8M |
| Keyvantage Wealth, LLC | 0002050555 | Aug 8, 2025 | 95 | $222.8M |
| Ewing Morris & Co. Investment Partners Ltd. | 0001846838 | Aug 15, 2025 | 94 | $222.9M |
| Dopkins Wealth Management, LLC | 0001904152 | Jul 17, 2025 | 82 | $223.0M |
| Eastover Investment Advisors LLC | 0001472800 | Jul 16, 2025 | 44 | $223.0M |
| Landmark Investment Partners, L.P. | 0002023551 | Aug 14, 2025 | 18 | $223.1M |
| Arrowroot Family Office, LLC | 0002017744 | Aug 5, 2025 | 137 | $223.1M |
| Genesee Capital Advisors, LLC | 0001652348 | Jul 25, 2025 | 121 | $223.1M |
| Mad River Investors | 0001384484 | Jul 8, 2025 | 23 | $223.2M |
| Ghe, LLC | 0001910179 | Sep 5, 2025 | 35 | $223.2M |
| Deane Retirement Strategies, Inc. | 0001659346 | Jul 11, 2025 | 63 | $223.2M |
| TKG Advisors, LLC | 0001843275 | Aug 6, 2025 | 89 | $223.3M |
| Conway Capital Management, Inc. | 0002044929 | Jul 29, 2025 | 49 | $223.5M |
| Sivik Global Healthcare LLC | 0001596452 | Jul 25, 2025 | 38 | $223.6M |
| Adapt Wealth Advisors, LLC | 0002013937 | Aug 8, 2025 | 62 | $223.6M |
| Wayfinding Financial, LLC | 0001898131 | Aug 12, 2025 | 148 | $223.6M |
| Vision Capital Corp | 0001764403 | Aug 14, 2025 | 12 | $223.7M |
| Brogan Financial, Inc. | 0001889918 | Aug 8, 2025 | 59 | $223.8M |
| First Financial Corp. | 0000714562 | Jul 9, 2025 | 315 | $224.0M |
| Future Fund LLC | 0001911970 | Aug 7, 2025 | 170 | $224.0M |
| Mine & Arao Wealth Creation & Management, LLC. | 0001802994 | Jul 29, 2025 | 74 | $224.0M |
| Bowman & Co S.C. | 0001906275 | Jul 9, 2025 | 108 | $224.2M |
| McNaughton Wealth Management, LLC | 0001802691 | Jul 22, 2025 | 73 | $224.2M |
| Accent Capital Management, LLC | 0002014179 | Aug 7, 2025 | 396 | $224.3M |
| Infusive Asset Management Inc. | 0001749333 | Aug 14, 2025 | 32 | $224.3M |
| Night Squared LP | 0002058786 | Aug 14, 2025 | 54 | $224.4M |
| Retirement Planning Co of New England, Inc. | 0001817693 | Aug 12, 2025 | 233 | $224.5M |
| Socha Financial Group, LLC | 0001967966 | Jul 29, 2025 | 24 | $224.6M |
| Cora Capital Advisors LLC | 0001964530 | Jul 15, 2025 | 111 | $224.6M |
| Alkeme Wealth, LLC | 0001752045 | Jul 16, 2025 | 91 | $224.7M |
| Tealwood Asset Management Inc. | 0001164062 | Jul 17, 2025 | 125 | $224.7M |
| Catalyst Private Wealth, LLC | 0001831193 | Jul 9, 2025 | 79 | $224.8M |
| AJ Advisors, LLC | 0001951167 | Aug 8, 2025 | 37 | $224.8M |
| FIDELIS iM, LLC | 0001894206 | Jul 25, 2025 | 22 | $224.8M |
| Metavasi Capital LP | 0001864835 | Aug 14, 2025 | 30 | $225.0M |
| Avaii Wealth Management, LLC | 0001904431 | Jul 15, 2025 | 132 | $225.0M |
| Benchmark Wealth Management, LLC | 0001788241 | Jul 18, 2025 | 70 | $225.0M |
| Pavion Blue Capital, LLC | 0001792565 | Aug 1, 2025 | 102 | $225.2M |
| LGL Partners, LLC | 0001653202 | Aug 15, 2025 | 57 | $225.3M |
| Brick & Kyle, Associates | 0001632253 | Aug 18, 2025 | 60 | $225.3M |
| Schulhoff & Co. Inc. | 0001080197 | Jul 30, 2025 | 135 | $225.4M |
| Haven Private, LLC | 0002053665 | Aug 4, 2025 | 186 | $225.5M |
| Peirce Capital Management, LLC | 0002008166 | Jul 8, 2025 | 45 | $225.6M |
| Cruiser Capital Advisors, LLC | 0001713506 | Aug 14, 2025 | 49 | $225.6M |
| Towerpoint Wealth, LLC | 0001731445 | Jul 9, 2025 | 92 | $225.6M |
| GS Investments, Inc. | 0001714590 | Aug 7, 2025 | 115 | $225.7M |
| Mendel Money Management | 0001600585 | Aug 1, 2025 | 142 | $225.8M |
| Victrix Investment Advisors | 0002055229 | Jul 18, 2025 | 103 | $226.0M |
| Altus Wealth Group LLC | 0001842572 | Jul 29, 2025 | 138 | $226.0M |
| GKV Capital Management Co., Inc. | 0002052321 | Aug 11, 2025 | 86 | $226.1M |
| Corundum Group, Inc. | 0001486083 | Jul 21, 2025 | 103 | $226.2M |
| Birmingham Capital Management Co. Inc. | 0000918504 | Jul 29, 2025 | 99 | $226.2M |
| Strathmore Capital Advisors, Inc. | 0002021703 | Jul 10, 2025 | 100 | $226.2M |
| Westport Asset Management Inc. | 0000811454 | Aug 12, 2025 | 76 | $226.3M |
| Mitchell & Pahl Private Wealth, LLC | 0001836506 | Jul 11, 2025 | 144 | $226.4M |
| Tenon Financial LLC | 0002020781 | Jul 15, 2025 | 46 | $226.4M |
| Kondo Wealth Advisors, Inc. | 0002070929 | Jul 29, 2025 | 67 | $226.5M |
| Torque Asset Management LLC | 0002011256 | Aug 14, 2025 | 14 | $226.5M |
| Grunden Financial Advisory, Inc. | 0002010014 | Jul 29, 2025 | 31 | $226.5M |
| RPD Fund Management LLC | 0001832568 | Aug 14, 2025 | 7 | $226.6M |
| Plum Street Advisors, LLC | 0002068236 | Aug 11, 2025 | 84 | $226.7M |
| Hubbell Strickland Wealth Management, LLC | 0001791555 | Jul 22, 2025 | 82 | $226.7M |
| O'Connor Financial Group LLC | 0001973783 | Jul 7, 2025 | 60 | $226.7M |
| Kent Lake PR LLC | 0002037231 | Aug 14, 2025 | 39 | $226.8M |
| Edenbrook Capital, LLC | 0001666682 | Aug 14, 2025 | 5 | $226.8M |
| Bigelow Investment Advisors, LLC | 0001729516 | Jul 10, 2025 | 147 | $226.9M |
| SimpliFi, Inc. | 0001716983 | Jul 18, 2025 | 41 | $226.9M |
| Dover Advisors, LLC | 0001964541 | Jul 8, 2025 | 163 | $227.1M |
| Abound Financial, LLC | 0002024264 | Aug 14, 2025 | 67 | $227.2M |
| Applied Capital LLC | 0001862965 | Jul 17, 2025 | 46 | $227.3M |
| Powers Advisory Group, LLC | 0001927474 | Jul 18, 2025 | 115 | $227.4M |
| Lind Value II ApS | 0001891185 | Aug 5, 2025 | 10 | $227.5M |
| HFM Investment Advisors, LLC | 0002067972 | Jul 22, 2025 | 1,287 | $227.5M |