| Claris Advisors, LLC / Mo / | 0001905092 | Apr 25, 2024 | 56 | $198.3M |
| Acuitas Investments, LLC | 0001524828 | May 10, 2024 | 123 | $198.2M |
| Luken Investment Analytics, LLC | 0001730546 | Apr 23, 2024 | 129 | $198.2M |
| Boothe Investment Group, Inc. | 0001749798 | Apr 30, 2024 | 35 | $198.2M |
| Cutler Group LLC / CA | 0001534270 | Apr 19, 2024 | 898 | $198.2M |
| Weitzel Financial Services, Inc. | 0001846789 | Apr 10, 2024 | 41 | $198.0M |
| Foresite Capital Management IV, LLC | 0001704132 | May 15, 2024 | 5 | $197.9M |
| APEIRON CAPITAL Ltd | 0001843111 | May 21, 2024 | 12 | $197.9M |
| Old West Investment Management, LLC | 0001549358 | May 8, 2024 | 53 | $197.8M |
| Hubbell Strickland Wealth Management, LLC | 0001791555 | Apr 18, 2024 | 78 | $197.7M |
| Lanham O'Dell & Company, Inc. | 0001926344 | May 15, 2024 | 28 | $197.6M |
| Game Plan Financial Advisors, LLC | 0001802952 | Apr 12, 2024 | 438 | $197.6M |
| Lakeshore Financial Planning, Inc. | 0002000571 | May 10, 2024 | 68 | $197.6M |
| Plum Street Advisors, LLC | 0002068236 | May 29, 2025 | 84 | $197.5M |
| Maxwell Wealth Strategies Inc. | 0001993410 | May 31, 2024 | 102 | $197.3M |
| Van Leeuwen & Company, LLC | 0001769031 | May 10, 2024 | 88 | $197.3M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0001694895 | May 7, 2024 | 101 | $197.0M |
| Gallacher Capital Management LLC | 0001960749 | May 6, 2024 | 263 | $197.0M |
| First Financial Corp. | 0000714562 | Apr 12, 2024 | 553 | $197.0M |
| Deane Retirement Strategies, Inc. | 0001659346 | Apr 9, 2024 | 75 | $196.9M |
| Wealth Management Partners, LLC | 0001843294 | Apr 12, 2024 | 117 | $196.9M |
| Aspen Investment Management Inc | 0001541596 | Apr 26, 2024 | 153 | $196.9M |
| OMC Financial Services LTD | 0002026391 | Jun 11, 2024 | 60 | $196.8M |
| Holistic Financial Partners | 0001729304 | May 8, 2024 | 136 | $196.8M |
| Alta Wealth Advisors LLC | 0001843826 | May 1, 2024 | 128 | $196.8M |
| United Bank | 0001697791 | May 10, 2024 | 95 | $196.7M |
| Silverlake Wealth Management LLC | 0001966026 | Apr 18, 2024 | 242 | $196.5M |
| Searcy Financial Services Inc. | 0000354923 | Apr 16, 2024 | 26 | $196.5M |
| Theory Financial LLC | 0001899158 | May 13, 2024 | 73 | $196.4M |
| Arlington Partners LLC | 0001389848 | Apr 16, 2024 | 60 | $196.4M |
| Heritage Wealth Management, LLC | 0001834505 | Apr 25, 2024 | 177 | $196.4M |
| Denver Wealth Management, Inc. | 0001909800 | Apr 18, 2024 | 80 | $195.9M |
| Guardian Point Capital, LP | 0001595932 | May 15, 2024 | 10 | $195.8M |
| Verger Capital Management LLC | 0001627417 | May 13, 2024 | 13 | $195.7M |
| Flat Footed LLC | 0001799456 | May 15, 2024 | 7 | $195.7M |
| Hilltop Wealth Advisors, LLC | 0001786241 | Apr 5, 2024 | 50 | $195.6M |
| True Wind Capital Management, L.P. | 0001824827 | Apr 24, 2024 | 2 | $195.6M |
| Morris Financial Concepts, Inc. | 0001387386 | Apr 18, 2024 | 167 | $195.5M |
| Centennial Bank | 0001994744 | Aug 30, 2024 | 329 | $195.4M |
| Castellan Group | 0001832521 | May 15, 2024 | 59 | $195.3M |
| Cypress Point Wealth Management, LLC | 0001825611 | May 7, 2024 | 71 | $195.3M |
| Burrus Financial Services, Inc. | 0001573947 | Sep 24, 2025 | 10 | $195.2M |
| Skorpios Trust | 0001869333 | Apr 26, 2024 | 2 | $195.1M |
| Latigo Investments, LLC | 0001914668 | May 6, 2024 | 20 | $195.1M |
| Gator Capital Management, LLC | 0001570284 | May 13, 2024 | 63 | $195.0M |
| Chartist Inc. | 0001129770 | May 14, 2024 | 26 | $195.0M |
| Selkirk Management LLC | 0001565432 | May 15, 2024 | 15 | $194.9M |
| Optimist Retirement Group LLC | 0002011850 | May 13, 2024 | 109 | $194.7M |
| Insight 2811, Inc. | 0001334952 | May 6, 2024 | 83 | $194.6M |
| Kinloch Capital, LLC | 0001818557 | May 15, 2024 | 74 | $194.6M |
| Retirement Financial Solutions, LLC | 0001962532 | May 10, 2024 | 40 | $194.5M |
| Five Oceans Advisors | 0001876326 | Apr 16, 2024 | 197 | $194.5M |
| Gramercy Funds Management LLC | 0001548836 | May 15, 2024 | 2 | $194.5M |
| Blue Pool Management Ltd. | 0001675855 | May 15, 2024 | 2 | $194.5M |
| Edenbrook Capital, LLC | 0001666682 | May 15, 2024 | 8 | $194.3M |
| Institutional Venture Management Xv, LLC | 0001640275 | Aug 14, 2024 | 5 | $194.1M |
| Fortress Wealth Management, Inc. | 0001908099 | Apr 19, 2024 | 67 | $194.0M |
| Crown Wealth Group, LLC | 0001845698 | May 1, 2024 | 108 | $194.0M |
| Lipe & Dalton | 0001570396 | May 7, 2024 | 106 | $194.0M |
| Burkett Financial Services, LLC | 0001762716 | Apr 1, 2024 | 201 | $194.0M |
| IMZ Advisory Inc | 0002017735 | Apr 16, 2024 | 30 | $193.9M |
| Custos Family Office, LLC | 0001904423 | May 6, 2024 | 46 | $193.8M |
| Trinity Wealth Management, LLC | 0001685364 | Apr 18, 2024 | 46 | $193.7M |
| Rockingstone Advisors LLC | 0002027176 | Jul 9, 2024 | 103 | $193.7M |
| SC Xii Management LLC | 0001374246 | May 14, 2024 | 1 | $193.7M |
| Central Valley Advisors, LLC | 0002010698 | Apr 12, 2024 | 157 | $193.6M |
| Flynn Zito Capital Management, LLC | 0001857144 | Apr 30, 2024 | 113 | $193.6M |
| Bluestem Financial Advisors, LLC | 0001820680 | Apr 17, 2024 | 28 | $193.5M |
| Creative Capital Management Investments LLC | 0001957363 | Apr 23, 2024 | 214 | $193.5M |
| MBA Advisors LLC | 0001848704 | Apr 26, 2024 | 126 | $193.4M |
| New Vernon Capital Holdings II LLC | 0001512538 | May 15, 2024 | 78 | $193.3M |
| WD Rutherford LLC | 0001841015 | Apr 16, 2024 | 94 | $193.2M |
| Silphium Asset Management Ltd | 0001758440 | Jan 30, 2025 | 44 | $193.1M |
| Stilwell Value LLC | 0001397076 | May 8, 2024 | 35 | $193.0M |
| Private Wealth Group, LLC | 0001512780 | Apr 25, 2024 | 60 | $192.9M |
| Register Financial Advisors LLC | 0001962636 | Apr 16, 2024 | 743 | $192.7M |
| Taika Capital, LP | 0001886506 | May 15, 2024 | 47 | $192.7M |
| Renaissance Capital LLC | 0001535058 | Apr 9, 2024 | 53 | $192.7M |
| Pinion Investment Advisors, LLC | 0001738738 | May 9, 2024 | 148 | $192.7M |
| Eaton Financial Holdings Company, LLC | 0001972322 | Apr 19, 2024 | 60 | $192.7M |
| Blueshift Asset Management, LLC | 0001727827 | May 15, 2024 | 265 | $192.6M |
| Birch Capital Management, LLC | 0001799859 | Apr 11, 2024 | 89 | $192.5M |
| Range Financial Group LLC | 0001928635 | Apr 12, 2024 | 175 | $192.4M |
| Lee Johnson Capital Management, LLC | 0001674836 | Apr 19, 2024 | 21 | $192.4M |
| Forza Wealth Management, LLC | 0001963030 | Apr 22, 2024 | 172 | $192.3M |
| Mechanics Financial Corp | 0001821336 | May 3, 2024 | 220 | $192.2M |
| Ovata Capital Management Ltd | 0001724517 | May 3, 2024 | 35 | $192.2M |
| Blue Investment Partners LLC | 0001958029 | May 13, 2024 | 38 | $192.2M |
| Brass Tax Wealth Management, Inc. | 0002002603 | Jul 31, 2024 | 111 | $191.9M |
| Valence8 US LP | 0001943819 | May 6, 2024 | 9 | $191.8M |
| New England Professional Planning Group Inc. | 0001540867 | Apr 12, 2024 | 54 | $191.7M |
| Westerly Capital Management, LLC | 0001546172 | May 15, 2024 | 42 | $191.7M |
| Torque Asset Management LLC | 0002011256 | Apr 30, 2024 | 14 | $191.6M |
| Acorn Wealth Advisors, LLC | 0001730610 | Apr 26, 2024 | 202 | $191.6M |
| Nova R Wealth, Inc. | 0001729457 | Apr 12, 2024 | 81 | $191.5M |
| Phase 2 Partners, LLC | 0001841126 | May 15, 2024 | 27 | $191.3M |
| WFA Asset Management Corp | 0001994434 | May 28, 2024 | 236 | $191.3M |
| Castle Wealth Management LLC | 0001936420 | Apr 29, 2024 | 119 | $191.3M |
| Resolute Capital Asset Partners LLC | 0001834913 | May 14, 2024 | 45 | $191.3M |
| Union Savings Bank | 0001985855 | Apr 29, 2024 | 296 | $191.2M |