| Jessup Wealth Management, Inc | 0001963536 | Feb 3, 2025 | 70 | $234.5M |
| Altman Advisors, Inc. | 0001731671 | Feb 13, 2025 | 96 | $234.5M |
| Lakeshore Financial Planning, Inc. | 0002000571 | Feb 11, 2025 | 79 | $234.4M |
| Kings Path Partners LLC | 0002030974 | Jan 6, 2025 | 288 | $234.2M |
| Miller Value Partners | 0001135778 | Feb 14, 2025 | 33 | $234.2M |
| Prairiewood Capital, LLC | 0001839695 | Jan 16, 2025 | 78 | $234.1M |
| Wealth Management Associates, Inc. | 0002067339 | May 28, 2025 | 210 | $234.0M |
| Bond & Devick Financial Network, Inc. | 0001843495 | Jan 14, 2025 | 157 | $233.9M |
| Tanglewood Legacy Advisors, LLC | 0001965616 | Jan 30, 2025 | 299 | $233.9M |
| Cambridge Financial Group, LLC | 0002085256 | Sep 9, 2025 | 129 | $233.9M |
| Tyro Capital Management LLC | 0001915395 | Feb 14, 2025 | 11 | $233.8M |
| CVS HEALTH Corp | 0000064803 | Feb 13, 2025 | 3 | $233.7M |
| Monte Financial Group, LLC | 0001755651 | Jan 21, 2025 | 84 | $233.6M |
| Wealth Advisors of Tampa Bay, LLC | 0001715228 | Feb 13, 2025 | 86 | $233.5M |
| HGC Investment Management Inc. | 0001711200 | Feb 14, 2025 | 70 | $233.5M |
| Topel & Distasi Wealth Management, LLC | 0001880087 | Jan 31, 2025 | 78 | $233.5M |
| Elevation Capital Advisory, LLC | 0001871112 | Feb 7, 2025 | 51 | $233.4M |
| Capital Wealth Management, LLC | 0001730456 | Jan 16, 2025 | 41 | $233.3M |
| Northwest Capital Management Inc | 0001730404 | Feb 4, 2025 | 436 | $233.3M |
| Morris Financial Concepts, Inc. | 0001387386 | Jan 29, 2025 | 184 | $233.2M |
| LifeGuide Financial Advisors, LLC | 0001908585 | Jan 17, 2025 | 42 | $233.1M |
| Samalin Investment Counsel, LLC | 0001544366 | Feb 11, 2025 | 293 | $233.0M |
| Warner Financial, Inc. | 0001927175 | Jan 22, 2025 | 113 | $232.7M |
| Lumbard & Kellner, LLC | 0001602476 | Feb 14, 2025 | 79 | $232.7M |
| Bond Capital Management, LP | 0001923934 | Feb 13, 2025 | 5 | $232.7M |
| Gen-Wealth Partners Inc | 0002023375 | Feb 14, 2025 | 648 | $232.6M |
| Synergy Investment Management, LLC | 0002053786 | Feb 6, 2025 | 637 | $232.5M |
| Verde Servicos Internacionais S.A. | 0001629290 | Jan 22, 2025 | 36 | $232.3M |
| WMG Financial Advisors, LLC | 0001906711 | Feb 6, 2025 | 172 | $232.3M |
| Murphy Pohlad Asset Management LLC | 0001569148 | Jan 23, 2025 | 121 | $232.2M |
| 1248 Management, LLC | 0002011147 | Feb 14, 2025 | 75 | $232.2M |
| Wela Strategies, Inc. | 0001644329 | Jan 13, 2025 | 53 | $232.0M |
| John W. Brooker & Co., CPAs | 0001798926 | Jan 27, 2025 | 75 | $231.8M |
| Payne Capital Management, LLC | 0001994332 | Nov 25, 2025 | 69 | $231.8M |
| Wealth Management Partners, LLC | 0001843294 | Jan 16, 2025 | 113 | $231.7M |
| Wills Financial Group, Inc. | 0001525109 | Feb 14, 2025 | 65 | $231.6M |
| Lokken Investment Group LLC | 0001842840 | Feb 12, 2025 | 139 | $231.5M |
| Pacifica Partners Inc. | 0001799900 | Jan 14, 2025 | 481 | $231.4M |
| Axis Capital Holdings Ltd. | 0001214816 | Jan 29, 2025 | 3 | $231.4M |
| Napa Wealth Management | 0001602844 | Feb 14, 2025 | 170 | $231.3M |
| One Fin Capital Management LP | 0001753875 | Feb 14, 2025 | 18 | $231.3M |
| AlphaMark Advisors, LLC | 0001348183 | Jan 21, 2025 | 642 | $231.0M |
| Castellan Group | 0001832521 | Jan 29, 2025 | 61 | $230.8M |
| Sittner & Nelson, LLC | 0001846138 | Feb 11, 2025 | 493 | $230.7M |
| Phoenix Wealth Advisors | 0001842362 | Jan 17, 2025 | 120 | $230.6M |
| True Freedom Investing, LLC | 0002096483 | Dec 22, 2025 | 56 | $230.4M |
| Boothe Investment Group, Inc. | 0001749798 | Feb 4, 2025 | 38 | $230.3M |
| ARCH Venture Management, LLC | 0001274403 | Feb 14, 2025 | 9 | $230.2M |
| Wealthstar Advisors, LLC | 0001602224 | Jan 28, 2025 | 130 | $230.2M |
| Spreng Capital Management, Inc. | 0001800913 | Feb 13, 2025 | 75 | $230.1M |
| TPG Financial Advisors, LLC | 0001706669 | Jan 13, 2025 | 62 | $229.9M |
| BWM Planning, LLC | 0002039698 | Jan 23, 2025 | 76 | $229.8M |
| Pines Wealth Management, LLC | 0002037426 | Jan 14, 2025 | 205 | $229.8M |
| 14B Captial Management LP | 0002009911 | Feb 14, 2025 | 10 | $229.8M |
| Peak XV Partners Operations LLC | 0001886840 | Feb 12, 2025 | 3 | $229.7M |
| Laidlaw Wealth Management LLC | 0001800608 | Feb 3, 2025 | 176 | $229.6M |
| MKT Advisors LLC | 0001906802 | Jan 21, 2025 | 150 | $229.5M |
| Ascension Capital Advisors, Inc. | 0001689227 | Feb 5, 2025 | 38 | $229.5M |
| Private Wealth Advisors, LLC | 0001787027 | Feb 5, 2025 | 81 | $229.3M |
| Consolidated Capital Management, LLC | 0001666613 | Jan 16, 2025 | 36 | $229.3M |
| WealthCare Investment Partners, LLC | 0001908462 | Feb 3, 2025 | 146 | $229.2M |
| FACT Capital, LP | 0001964400 | Feb 18, 2025 | 20 | $229.2M |
| Investment Management Associates Inc. | 0000052024 | Feb 3, 2025 | 26 | $229.0M |
| Investment Planning Advisors, Inc. | 0002024049 | Jan 22, 2025 | 63 | $229.0M |
| Mma Asset Management LLC | 0001842667 | Feb 5, 2025 | 128 | $228.8M |
| Yong Rong (HK) Asset Management Ltd | 0001738071 | Feb 4, 2025 | 16 | $228.6M |
| Alta Wealth Advisors LLC | 0001843826 | Jan 23, 2025 | 132 | $228.5M |
| Hi-Line Capital Management, LLC | 0001776074 | Feb 4, 2025 | 37 | $228.5M |
| Sustainable Insight Capital Management, LLC | 0001580677 | Jan 21, 2025 | 73 | $228.5M |
| Demars Financial Group, LLC | 0001723115 | Feb 13, 2025 | 70 | $228.5M |
| Solitude Financial Services | 0001839890 | Feb 7, 2025 | 34 | $228.5M |
| AAFMAA Wealth Management & Trust LLC | 0001846160 | Jan 13, 2025 | 67 | $228.2M |
| Hahn Capital Management LLC | 0001171592 | Feb 5, 2025 | 29 | $228.2M |
| Family Office Research LLC | 0002041267 | Feb 13, 2025 | 75 | $228.1M |
| Sensible Money, LLC | 0001965229 | Jan 29, 2025 | 82 | $228.1M |
| Ruggaard & Associates LLC | 0001971230 | Feb 13, 2025 | 110 | $228.0M |
| Harbour Investment Management LLC | 0001275880 | Feb 10, 2025 | 98 | $228.0M |
| Bawa N Mallick Trust | 0002040013 | Mar 12, 2026 | 68 | $227.8M |
| Anb Bank | 0002067126 | May 6, 2025 | 115 | $227.8M |
| Lavaca Capital LLC | 0001641447 | Feb 14, 2025 | 290 | $227.7M |
| RP Management, LLC | 0001507673 | Feb 3, 2025 | 4 | $227.7M |
| Hanwha Asset Management Co., Ltd. | 0001965871 | Feb 11, 2025 | 1 | $227.7M |
| Orin Green Financial, LLC | 0001844227 | Feb 19, 2025 | 79 | $227.7M |
| Unique Wealth Strategies, LLC | 0002009809 | Jul 14, 2026 | 187 | $227.6M |
| Buttonwood Financial Advisors Inc. | 0001904033 | Jan 22, 2025 | 97 | $227.5M |
| MY.Alpha Management HK Advisors Ltd | 0001910173 | Feb 14, 2025 | 17 | $227.5M |
| Prospect Hill Management, LLC | 0001837320 | Feb 11, 2025 | 16 | $227.4M |
| Silver Lake Advisory, LLC | 0001596055 | Jan 21, 2025 | 96 | $227.4M |
| Waterway Wealth Management, LLC | 0001992193 | Feb 5, 2025 | 75 | $227.4M |
| Dale Q Rice Investment Management Ltd | 0002041427 | Jan 13, 2025 | 64 | $227.4M |
| Nkcfo LLC | 0001757282 | Jan 30, 2025 | 105 | $227.4M |
| Orion Capital Management LLC | 0001846758 | Feb 18, 2025 | 464 | $227.3M |
| Squire Investment Management Company, LLC | 0002031291 | Jan 30, 2025 | 66 | $227.3M |
| Saxon Interests, Inc. | 0001905867 | Jan 15, 2025 | 188 | $227.2M |
| Sharper & Granite LLC | 0001959415 | Jan 14, 2025 | 102 | $227.1M |
| Ashburton (Jersey) Ltd | 0001661222 | Feb 13, 2025 | 52 | $226.7M |
| Optimum Investment Advisors | 0001037763 | Feb 11, 2025 | 616 | $226.5M |
| Pamalican Asset Management Ltd | 0002040055 | Feb 13, 2025 | 32 | $226.5M |
| Gibraltar Capital Management, Inc. | 0001625986 | Feb 5, 2025 | 55 | $226.4M |
| Rockingstone Advisors LLC | 0002027176 | Jan 14, 2025 | 103 | $226.4M |