| Elios Financial Group Inc. | 0002035601 | Feb 13, 2025 | 112 | $211.5M |
| Optimist Retirement Group LLC | 0002011850 | Jan 27, 2025 | 119 | $211.4M |
| Chaney Capital Management, Inc. | 0002012041 | Jan 28, 2025 | 37 | $211.4M |
| Lloyd Advisory Services, LLC. | 0001802474 | Feb 3, 2025 | 100 | $211.1M |
| Shariaportfolio, Inc. | 0001998574 | Feb 4, 2025 | 26 | $211.1M |
| Hubbell Strickland Wealth Management, LLC | 0001791555 | Jan 15, 2025 | 79 | $211.0M |
| Lunate Holding RSC Ltd | 0002009522 | Feb 14, 2025 | 4 | $210.9M |
| WD Rutherford LLC | 0001841015 | Jan 30, 2025 | 71 | $210.9M |
| Game Plan Financial Advisors, LLC | 0001802952 | Jan 30, 2025 | 383 | $210.8M |
| Atle Fund Management AB | 0001381843 | Feb 4, 2025 | 36 | $210.8M |
| Garrison Point Advisors, LLC | 0001767107 | Feb 13, 2025 | 161 | $210.8M |
| Kessler Investment Group, LLC | 0001525947 | Jan 30, 2025 | 185 | $210.8M |
| TFO Wealth Partners, LLC | 0001698750 | Feb 7, 2025 | 10 | $210.6M |
| Wishbone Management, LP | 0001777734 | Feb 14, 2025 | 4 | $210.5M |
| Mithaq Capital SPC | 0001834600 | Feb 5, 2025 | 4 | $210.5M |
| Savoir Faire Capital Management, L.P. | 0001710593 | Feb 13, 2025 | 44 | $210.4M |
| Trail Ridge Investment Advisors, LLC | 0001911013 | Feb 7, 2025 | 102 | $210.4M |
| JW Asset Management, LLC | 0001549738 | Feb 7, 2025 | 17 | $210.4M |
| Hillcrest Wealth Advisors - NY, LLC | 0001767121 | Jan 21, 2025 | 50 | $210.4M |
| Family Wealth Partners, LLC | 0002016217 | Jan 15, 2025 | 43 | $210.3M |
| 1492 Capital Management LLC | 0001584087 | Feb 13, 2025 | 109 | $210.3M |
| Councilor Wealth, LLC | 0002052759 | Feb 10, 2025 | 82 | $210.2M |
| JS Capital Management LLC | 0001562668 | Feb 14, 2025 | 1 | $210.1M |
| Sentry Investment Management LLC | 0000089014 | Feb 4, 2025 | 450 | $209.8M |
| Tabor Asset Management, LP | 0001834780 | Feb 14, 2025 | 39 | $209.7M |
| Consilium Wealth Advisory, LLC | 0001904906 | Feb 5, 2025 | 87 | $209.7M |
| Edenbrook Capital, LLC | 0001666682 | Feb 14, 2025 | 6 | $209.6M |
| Income Research & Management | 0001165830 | Jan 21, 2025 | 25 | $209.6M |
| Daily Journal | 0000783412 | Feb 18, 2025 | 4 | $209.4M |
| Scholtz & Company, LLC | 0001606134 | Feb 12, 2025 | 48 | $209.4M |
| Wealthspan Partners, LLC | 0001909805 | Jan 24, 2025 | 109 | $209.3M |
| Polianta Ltd | 0001695214 | Jan 16, 2025 | 72 | $209.3M |
| Harold Davidson & Associates Inc. | 0001430022 | Jun 4, 2025 | 64 | $209.1M |
| Compass Financial Group, Inc. | 0001666910 | Feb 5, 2025 | 40 | $209.0M |
| Harbor Island Capital LLC | 0001730580 | Jan 27, 2025 | 15 | $209.0M |
| Westport Asset Management Inc. | 0000811454 | Feb 14, 2025 | 74 | $209.0M |
| Whitefort Capital Management, LP | 0001884931 | Feb 14, 2025 | 18 | $209.0M |
| Corigliano Investment Advisers, LLC | 0002031771 | Feb 14, 2025 | 33 | $208.8M |
| Roberts Foundation | 0001595747 | Feb 5, 2025 | 3 | $208.8M |
| Greenfield Savings Bank | 0001940406 | Jan 13, 2025 | 146 | $208.6M |
| Roubaix Capital, LLC | 0001769700 | Feb 13, 2025 | 47 | $208.6M |
| FWG Holdings, LLC | 0001862067 | Feb 7, 2025 | 102 | $208.5M |
| Mill Road Capital Management LLC | 0001512275 | Feb 14, 2025 | 25 | $208.2M |
| Trust Co of Kansas | 0001803988 | Jan 15, 2025 | 55 | $208.2M |
| Valence8 US LP | 0001943819 | Feb 12, 2025 | 10 | $208.2M |
| Hound Partners, LLC | 0001353316 | Feb 14, 2025 | 18 | $208.1M |
| Financial Connections Group, Inc. | 0001907157 | Jan 29, 2025 | 235 | $208.1M |
| Prairie Wealth Advisors, Inc. | 0002022783 | Jan 28, 2025 | 150 | $208.0M |
| Rise Advisors, LLC | 0001831316 | Jan 7, 2025 | 1,119 | $207.9M |
| Marks Wealth, LLC | 0001838660 | Jan 17, 2025 | 16 | $207.7M |
| MTC Wealth Management LLC | 0001821455 | Jan 30, 2025 | 14 | $207.7M |
| Flagship Private Wealth, LLC | 0001842560 | Jan 21, 2025 | 100 | $207.6M |
| Indaba Capital Management, L.P. | 0001524362 | Feb 14, 2025 | 10 | $207.5M |
| McNaughton Wealth Management, LLC | 0001802691 | Jan 14, 2025 | 55 | $207.5M |
| Bull Street Advisors, LLC | 0001790837 | Jan 30, 2025 | 89 | $207.4M |
| Cora Capital Advisors LLC | 0001964530 | Jan 21, 2025 | 105 | $207.4M |
| Freedom Financial Partners LLC | 0002054598 | Feb 12, 2025 | 69 | $207.3M |
| WJ Interests, LLC | 0001727642 | Feb 4, 2025 | 16 | $207.3M |
| Obsidian Personal Planning Solutions LLC | 0001909128 | Feb 14, 2025 | 105 | $207.3M |
| Gables Capital Management Inc. | 0001740839 | Feb 7, 2025 | 444 | $207.3M |
| Grunden Financial Advisory, Inc. | 0002010014 | Jan 24, 2025 | 27 | $207.1M |
| Hutner Capital Management Inc. | 0000944733 | Feb 14, 2025 | 45 | $207.1M |
| Uniting Wealth Partners, LLC | 0002056414 | Feb 12, 2025 | 110 | $207.0M |
| Atlantic Investment Management, Inc. | 0001063296 | Feb 14, 2025 | 10 | $207.0M |
| Ridgewood Investments LLC | 0001703556 | Jan 10, 2025 | 678 | $207.0M |
| HMS Capital Management, LLC | 0001689470 | Jan 29, 2025 | 107 | $206.9M |
| PFC Capital Group, Inc. | 0002010374 | Feb 12, 2025 | 66 | $206.8M |
| Win Advisors, Inc. | 0001897144 | Jan 27, 2025 | 54 | $206.7M |
| Colonial River Investments, LLC | 0001845859 | Feb 4, 2025 | 205 | $206.7M |
| Notis-McConarty Edward | 0001592616 | Feb 13, 2025 | 78 | $206.6M |
| Pinnacle Family Advisors, LLC | 0001679064 | Feb 14, 2025 | 114 | $206.6M |
| Wolf Group Capital Advisors | 0001579111 | Feb 18, 2025 | 102 | $206.6M |
| Colorado Capital Management, Inc. | 0001664147 | Jan 16, 2025 | 94 | $206.5M |
| Bryant Woods Investment Advisors, LLC | 0001910641 | Jan 22, 2025 | 49 | $206.4M |
| Postrock Partners LLC | 0002053668 | Feb 10, 2025 | 84 | $206.4M |
| Forbes Financial Planning, Inc. | 0001911316 | Feb 11, 2025 | 31 | $206.4M |
| Foundation Wealth Management, LLC\PA | 0002011000 | Feb 12, 2025 | 89 | $206.3M |
| Bay Rivers Group | 0001798924 | Jan 22, 2025 | 83 | $206.3M |
| Dravo Bay LLC | 0001910389 | Feb 6, 2025 | 51 | $206.3M |
| Fortress Wealth Management, Inc. | 0001908099 | Jan 22, 2025 | 68 | $206.2M |
| Retirement Planning Co of New England, Inc. | 0001817693 | Feb 10, 2025 | 230 | $206.2M |
| Canerector Inc. | 0001113234 | Feb 26, 2025 | 10 | $206.1M |
| Sand Grove Capital Management LLP | 0001665077 | Feb 14, 2025 | 13 | $206.1M |
| Yardley Wealth Management LLC | 0002044323 | Feb 10, 2025 | 41 | $205.9M |
| Brighton Securities Corp. | 0000014213 | Mar 6, 2026 | 55 | $205.8M |
| Hart & Patterson Financial Group LLC | 0002015835 | Jan 14, 2025 | 72 | $205.8M |
| Paces Ferry Wealth Advisors, LLC | 0001819919 | Feb 11, 2025 | 131 | $205.7M |
| Innealta Capital, LLC | 0001752579 | Feb 7, 2025 | 129 | $205.5M |
| Riverwater Partners LLC | 0001882572 | Feb 13, 2025 | 212 | $205.5M |
| Bontempo Ohly Capital Mgmt LLC | 0001632118 | Feb 14, 2025 | 34 | $205.5M |
| Landmark Wealth Management, Inc. | 0001985016 | Jan 28, 2025 | 45 | $205.4M |
| Three Seasons Wealth, LLC | 0002044495 | Feb 14, 2025 | 123 | $205.2M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0000867926 | Feb 3, 2025 | 160 | $205.1M |
| Asset Planning Services Inc. /La/ | 0000811407 | Jan 17, 2025 | 35 | $205.1M |
| Redwood Wealth Management Group, LLC | 0001963839 | Jan 27, 2025 | 159 | $205.1M |
| Ayrshire Capital Management LLC | 0001801563 | Jan 14, 2025 | 49 | $205.0M |
| SWAN Capital LLC | 0001952722 | Feb 25, 2025 | 381 | $205.0M |
| Robbins Farley | 0001847820 | Jan 27, 2025 | 157 | $205.0M |
| New England Capital Financial Advisors LLC | 0001964652 | Feb 4, 2025 | 411 | $204.9M |
| Second Half Financial Partners, LLC | 0001946654 | Feb 14, 2025 | 93 | $204.7M |