| Ascension Capital Advisors, Inc. | 0001689227 | Feb 5, 2025 | 38 | $229.5M |
| MKT Advisors LLC | 0001906802 | Jan 21, 2025 | 150 | $229.5M |
| Laidlaw Wealth Management LLC | 0001800608 | Feb 3, 2025 | 176 | $229.6M |
| Peak XV Partners Operations LLC | 0001886840 | Feb 12, 2025 | 3 | $229.7M |
| 14B Captial Management LP | 0002009911 | Feb 14, 2025 | 10 | $229.8M |
| Pines Wealth Management, LLC | 0002037426 | Jan 14, 2025 | 205 | $229.8M |
| BWM Planning, LLC | 0002039698 | Jan 23, 2025 | 76 | $229.8M |
| TPG Financial Advisors, LLC | 0001706669 | Jan 13, 2025 | 62 | $229.9M |
| Spreng Capital Management, Inc. | 0001800913 | Feb 13, 2025 | 75 | $230.1M |
| Wealthstar Advisors, LLC | 0001602224 | Jan 28, 2025 | 130 | $230.2M |
| ARCH Venture Management, LLC | 0001274403 | Feb 14, 2025 | 9 | $230.2M |
| Boothe Investment Group, Inc. | 0001749798 | Feb 4, 2025 | 38 | $230.3M |
| True Freedom Investing, LLC | 0002096483 | Dec 22, 2025 | 56 | $230.4M |
| Phoenix Wealth Advisors | 0001842362 | Jan 17, 2025 | 120 | $230.6M |
| Sittner & Nelson, LLC | 0001846138 | Feb 11, 2025 | 493 | $230.7M |
| Castellan Group | 0001832521 | Jan 29, 2025 | 61 | $230.8M |
| AlphaMark Advisors, LLC | 0001348183 | Jan 21, 2025 | 642 | $231.0M |
| One Fin Capital Management LP | 0001753875 | Feb 14, 2025 | 18 | $231.3M |
| Napa Wealth Management | 0001602844 | Feb 14, 2025 | 170 | $231.3M |
| Axis Capital Holdings Ltd. | 0001214816 | Jan 29, 2025 | 3 | $231.4M |
| Pacifica Partners Inc. | 0001799900 | Jan 14, 2025 | 481 | $231.4M |
| Lokken Investment Group LLC | 0001842840 | Feb 12, 2025 | 139 | $231.5M |
| Wills Financial Group, Inc. | 0001525109 | Feb 14, 2025 | 65 | $231.6M |
| Wealth Management Partners, LLC | 0001843294 | Jan 16, 2025 | 113 | $231.7M |
| Payne Capital Management, LLC | 0001994332 | Nov 25, 2025 | 69 | $231.8M |
| John W. Brooker & Co., CPAs | 0001798926 | Jan 27, 2025 | 75 | $231.8M |
| Wela Strategies, Inc. | 0001644329 | Jan 13, 2025 | 53 | $232.0M |
| 1248 Management, LLC | 0002011147 | Feb 14, 2025 | 75 | $232.2M |
| Murphy Pohlad Asset Management LLC | 0001569148 | Jan 23, 2025 | 121 | $232.2M |
| WMG Financial Advisors, LLC | 0001906711 | Feb 6, 2025 | 172 | $232.3M |
| Verde Servicos Internacionais S.A. | 0001629290 | Jan 22, 2025 | 36 | $232.3M |
| Synergy Investment Management, LLC | 0002053786 | Feb 6, 2025 | 637 | $232.5M |
| Gen-Wealth Partners Inc | 0002023375 | Feb 14, 2025 | 648 | $232.6M |
| Bond Capital Management, LP | 0001923934 | Feb 13, 2025 | 5 | $232.7M |
| Lumbard & Kellner, LLC | 0001602476 | Feb 14, 2025 | 79 | $232.7M |
| Warner Financial, Inc. | 0001927175 | Jan 22, 2025 | 113 | $232.7M |
| Samalin Investment Counsel, LLC | 0001544366 | Feb 11, 2025 | 293 | $233.0M |
| LifeGuide Financial Advisors, LLC | 0001908585 | Jan 17, 2025 | 42 | $233.1M |
| Morris Financial Concepts, Inc. | 0001387386 | Jan 29, 2025 | 184 | $233.2M |
| Northwest Capital Management Inc | 0001730404 | Feb 4, 2025 | 436 | $233.3M |
| Capital Wealth Management, LLC | 0001730456 | Jan 16, 2025 | 41 | $233.3M |
| Elevation Capital Advisory, LLC | 0001871112 | Feb 7, 2025 | 51 | $233.4M |
| Topel & Distasi Wealth Management, LLC | 0001880087 | Jan 31, 2025 | 78 | $233.5M |
| HGC Investment Management Inc. | 0001711200 | Feb 14, 2025 | 70 | $233.5M |
| Wealth Advisors of Tampa Bay, LLC | 0001715228 | Feb 13, 2025 | 86 | $233.5M |
| Monte Financial Group, LLC | 0001755651 | Jan 21, 2025 | 84 | $233.6M |
| CVS HEALTH Corp | 0000064803 | Feb 13, 2025 | 3 | $233.7M |
| Tyro Capital Management LLC | 0001915395 | Feb 14, 2025 | 11 | $233.8M |
| Cambridge Financial Group, LLC | 0002085256 | Sep 9, 2025 | 129 | $233.9M |
| Tanglewood Legacy Advisors, LLC | 0001965616 | Jan 30, 2025 | 299 | $233.9M |
| Bond & Devick Financial Network, Inc. | 0001843495 | Jan 14, 2025 | 157 | $233.9M |
| Wealth Management Associates, Inc. | 0002067339 | May 28, 2025 | 210 | $234.0M |
| Prairiewood Capital, LLC | 0001839695 | Jan 16, 2025 | 78 | $234.1M |
| Miller Value Partners | 0001135778 | Feb 14, 2025 | 33 | $234.2M |
| Kings Path Partners LLC | 0002030974 | Jan 6, 2025 | 288 | $234.2M |
| Lakeshore Financial Planning, Inc. | 0002000571 | Feb 11, 2025 | 79 | $234.4M |
| Altman Advisors, Inc. | 0001731671 | Feb 13, 2025 | 96 | $234.5M |
| Jessup Wealth Management, Inc | 0001963536 | Feb 3, 2025 | 70 | $234.5M |
| Brown University | 0001664741 | Feb 10, 2025 | 12 | $234.6M |
| Houlihan Financial Resource Group, Ltd. | 0001802879 | Feb 11, 2025 | 103 | $234.6M |
| Siligmueller & Norvid Wealth Advisors LLC | 0002052591 | Feb 5, 2025 | 93 | $234.6M |
| Lowe Wealth Advisors, LLC | 0001574010 | Jan 10, 2025 | 360 | $234.7M |
| Eukles Asset Management | 0001632553 | Jan 29, 2025 | 229 | $234.7M |
| First National Bank Sioux Falls | 0001085041 | Jan 13, 2025 | 129 | $234.8M |
| Dean Capital Management | 0001455468 | Feb 14, 2025 | 136 | $234.9M |
| Jacobsen Capital Management | 0001782491 | Jan 24, 2025 | 95 | $234.9M |
| Brick & Kyle, Associates | 0001632253 | Feb 25, 2025 | 61 | $234.9M |
| Teramo Advisors, LLC | 0001904821 | Feb 10, 2025 | 6 | $235.1M |
| OMC Financial Services LTD | 0002026391 | Jan 28, 2025 | 62 | $235.2M |
| Horizon Investment Services, LLC | 0001426940 | Feb 12, 2025 | 123 | $235.2M |
| New Century Financial Group, LLC | 0002010693 | Jan 17, 2025 | 286 | $235.2M |
| Breakwater Investment Management | 0002025925 | Jan 16, 2025 | 309 | $235.2M |
| Absolute Gestao de Investimentos Ltda. | 0001622610 | Feb 14, 2025 | 39 | $235.3M |
| Halter Ferguson Financial Inc. | 0001842665 | Feb 11, 2025 | 32 | $235.3M |
| Beacon Bridge Wealth Partners, LLC | 0001965468 | Feb 4, 2025 | 88 | $235.5M |
| Accretive Wealth Partners, LLC | 0001844444 | Jan 30, 2025 | 124 | $235.6M |
| VCI Wealth Management LLC | 0002009388 | Feb 11, 2025 | 86 | $235.6M |
| Goldstream Capital Management Ltd | 0001872787 | Feb 14, 2025 | 42 | $235.6M |
| Twin Peaks Wealth Advisors, LLC | 0002006218 | Feb 4, 2025 | 139 | $235.7M |
| Tiller Private Wealth, Inc. | 0001663649 | Feb 13, 2025 | 56 | $235.9M |
| 1 North Wealth Services LLC | 0001641761 | Feb 12, 2025 | 59 | $236.1M |
| Lountzis Asset Management, LLC | 0001821168 | Feb 3, 2025 | 47 | $236.2M |
| StrongBox Wealth, LLC | 0001812155 | Jan 14, 2025 | 89 | $236.2M |
| Hillman Co. | 0001036288 | Jan 21, 2025 | 13 | $236.2M |
| 25 LLC | 0001968777 | Jan 15, 2025 | 57 | $236.3M |
| Potrero Capital Research LLC | 0001536630 | Feb 14, 2025 | 25 | $236.4M |
| Stonehill Capital Management LLC | 0001266227 | Feb 14, 2025 | 10 | $236.4M |
| Kent Lake PR LLC | 0002037231 | Feb 14, 2025 | 40 | $236.4M |
| BIP Alliance, LLC | 0002056367 | Feb 18, 2025 | 48 | $236.4M |
| GPM Growth Investors, Inc. | 0001799367 | Feb 6, 2025 | 43 | $236.7M |
| Intrepid Financial Planning Group LLC | 0001641296 | Feb 10, 2025 | 122 | $236.7M |
| Elevation Wealth Partners, LLC | 0001976256 | Jan 29, 2025 | 500 | $236.7M |
| United Bank | 0001697791 | Feb 12, 2025 | 108 | $236.7M |
| Palisades Investment Partners, LLC | 0001427373 | Feb 18, 2025 | 41 | $237.0M |
| Barrett & Company, Inc. | 0000887602 | Jan 28, 2025 | 609 | $237.0M |
| Gold Investment Management Ltd. | 0002006008 | Feb 10, 2025 | 215 | $237.1M |
| Davis Investment Partners, LLC | 0001963865 | Jan 13, 2025 | 123 | $237.2M |
| Palisades Hudson Asset Management, L.P. | 0001388443 | Feb 7, 2025 | 105 | $237.3M |
| Eos Management, L.P. | 0001548882 | Feb 7, 2025 | 40 | $237.4M |
| Strategic Equity Management | 0001843578 | Feb 7, 2025 | 52 | $237.4M |