| Constitution Capital LLC | 0001845531 | Oct 11, 2024 | 59 | $187.3M |
| Windmill Hill Asset Management Ltd | 0001831132 | Oct 15, 2024 | 24 | $187.2M |
| Blackhawk Capital Partners, LLC | 0001582561 | Nov 12, 2024 | 129 | $187.2M |
| R. W. Roge & Company, Inc. | 0001800745 | Nov 8, 2024 | 49 | $187.2M |
| Shared Vision Wealth Group LLC | 0002008178 | Nov 12, 2024 | 72 | $187.2M |
| KM Capital Management Ltd. | 0001963514 | Nov 14, 2024 | 44 | $187.1M |
| Adapt Wealth Advisors, LLC | 0002013937 | Nov 12, 2024 | 66 | $186.9M |
| Ally Bridge Group (NY) LLC | 0001822947 | Nov 14, 2024 | 29 | $186.8M |
| Shore Point Advisors, LLC | 0001907092 | Oct 10, 2024 | 63 | $186.8M |
| Arcadia Investment Advisors LLC | 0002047860 | Jan 8, 2025 | 79 | $186.6M |
| Continuum Wealth Advisors, LLC | 0001966482 | Oct 18, 2024 | 57 | $186.4M |
| OnyxPoint Global Management LP | 0001961491 | Nov 14, 2024 | 11 | $186.3M |
| Blue Square Asset Management, LLC | 0001769578 | Oct 29, 2024 | 73 | $186.1M |
| Private Client Services, LLC | 0001457005 | Oct 3, 2024 | 169 | $186.0M |
| New Vernon Capital Holdings II LLC | 0001512538 | Nov 14, 2024 | 63 | $185.9M |
| Game Creek Capital, LP | 0001731132 | Nov 14, 2024 | 60 | $185.9M |
| Prosperitas Financial LLC | 0002001016 | Oct 29, 2024 | 62 | $185.8M |
| Aspire Wealth Management Corp | 0001916412 | Oct 31, 2024 | 196 | $185.8M |
| Legacy Bridge, LLC | 0001689144 | Nov 7, 2024 | 293 | $185.7M |
| Eagle Bluffs Wealth Management LLC | 0001906547 | Nov 4, 2024 | 73 | $185.7M |
| LSP Investment Advisors, LLC | 0001728850 | Nov 14, 2024 | 26 | $185.7M |
| Allie Family Office LLC | 0001908612 | Jan 3, 2025 | 93 | $185.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0001730521 | Oct 15, 2024 | 136 | $185.6M |
| XY Capital Ltd | 0001933132 | Nov 1, 2024 | 39 | $185.5M |
| ELCO Management Co., LLC | 0001690717 | Nov 14, 2024 | 164 | $185.4M |
| Masso Torrence Wealth Management Inc. | 0001903153 | Oct 24, 2024 | 93 | $185.4M |
| Daily Journal | 0000783412 | Oct 11, 2024 | 4 | $185.3M |
| Heartland Bank & Trust Co | 0001866040 | Oct 22, 2024 | 153 | $185.3M |
| Penobscot Wealth Management | 0001875768 | Oct 28, 2024 | 76 | $185.2M |
| Radcliff Management LLC | 0001911132 | Nov 14, 2024 | 1 | $184.9M |
| Sterneck Capital Management, LLC | 0001438574 | Oct 3, 2024 | 96 | $184.9M |
| Aurora Investment Counsel | 0001316397 | Nov 8, 2024 | 113 | $184.8M |
| Quantum Portfolio Management LLC | 0002003672 | Oct 24, 2024 | 236 | $184.6M |
| Myecfo, LLC | 0001986457 | Oct 7, 2024 | 57 | $184.6M |
| Viola Ventures V.C. Management 4 Ltd. | 0001965208 | Nov 12, 2024 | 5 | $184.5M |
| Norway Savings Bank | 0001692227 | Oct 15, 2024 | 106 | $184.4M |
| Values First Advisors, Inc. | 0001913608 | Oct 23, 2024 | 272 | $184.4M |
| Foresight Global Investors, Inc. | 0001973323 | Nov 12, 2024 | 45 | $184.4M |
| Aviso Wealth Management | 0002011802 | Nov 7, 2024 | 145 | $184.4M |
| River Street Advisors LLC | 0001964897 | Nov 6, 2024 | 146 | $184.2M |
| WFA Asset Management Corp | 0001994434 | Oct 30, 2024 | 197 | $184.1M |
| Boulder Wealth Advisors, LLC | 0001874080 | Dec 3, 2024 | 27 | $184.0M |
| Battery Global Advisors, LLC | 0001582272 | Nov 14, 2024 | 135 | $184.0M |
| Windle Wealth, LLC | 0001963452 | Nov 7, 2024 | 32 | $184.0M |
| JDM Financial Group LLC | 0001960212 | Nov 18, 2024 | 406 | $183.9M |
| Worth Asset Management, LLC | 0001927285 | Oct 9, 2024 | 130 | $183.9M |
| IRON Financial LLC | 0001595509 | Oct 28, 2024 | 108 | $183.7M |
| Evolution Advisers, Inc. | 0001906967 | Oct 18, 2024 | 196 | $183.7M |
| Ariadne Wealth Management, LP | 0002034793 | Nov 12, 2024 | 224 | $183.7M |
| Lane & Associates LLC | 0002018909 | Nov 12, 2024 | 113 | $183.6M |
| Cottage Street Advisors LLC | 0001665302 | Nov 12, 2024 | 108 | $183.6M |
| Miller Wealth Advisors, LLC | 0001908158 | Oct 30, 2024 | 85 | $183.5M |
| Immersion Capital LLP | 0001636441 | Nov 14, 2024 | 9 | $183.4M |
| Harrington Investments, INC | 0001386364 | Oct 11, 2024 | 81 | $183.3M |
| NewGen Asset Management Ltd | 0001845012 | Nov 4, 2024 | 26 | $183.3M |
| Consilium Wealth Advisory, LLC | 0001904906 | Oct 30, 2024 | 87 | $183.2M |
| Leverty Financial Group, LLC | 0001908386 | Oct 16, 2024 | 36 | $183.0M |
| Pursue Wealth Partners LLC | 0001911091 | Oct 28, 2024 | 112 | $183.0M |
| MRA Advisory Group | 0001841816 | Oct 4, 2024 | 119 | $182.9M |
| Alpha DNA Investment Management LLC | 0001842440 | Nov 12, 2024 | 189 | $182.8M |
| Mudita Advisors LLP | 0001907809 | Nov 13, 2024 | 17 | $182.7M |
| IVC Wealth Advisors LLC | 0001842811 | Oct 24, 2024 | 163 | $182.7M |
| Global Assets Advisory, LLC | 0001942932 | Oct 22, 2024 | 164 | $182.7M |
| HighMark Wealth Management LLC | 0001802451 | Oct 17, 2024 | 596 | $182.7M |
| First Affirmative Financial Network | 0001656282 | Oct 10, 2024 | 284 | $182.7M |
| Tower View Wealth Management LLC | 0001729045 | Oct 24, 2024 | 194 | $182.7M |
| Forge First Asset Management Inc. | 0001963062 | Nov 8, 2024 | 34 | $182.6M |
| Loudon Investment Management, LLC | 0001597089 | Nov 4, 2024 | 97 | $182.5M |
| My Personal CFO, LLC | 0001916366 | Oct 21, 2024 | 88 | $182.4M |
| Onyx Financial Advisors, LLC | 0001957840 | Oct 22, 2024 | 16 | $182.2M |
| Regency Capital Management Inc.\DE | 0001863894 | Oct 4, 2024 | 46 | $182.0M |
| Lakeridge Wealth Management LLC | 0002012028 | Oct 7, 2024 | 153 | $181.9M |
| Legal Advantage Investments, Inc. | 0001841769 | Nov 12, 2024 | 99 | $181.9M |
| Cooper/Haims Advisors, LLC | 0001654033 | Nov 12, 2024 | 85 | $181.9M |
| Adams Street Partners LLC | 0001193586 | Nov 14, 2024 | 6 | $181.7M |
| Elyxium Wealth, LLC | 0002043538 | Nov 12, 2024 | 120 | $181.7M |
| Intelligent Financial Strategies | 0001911000 | Oct 25, 2024 | 81 | $181.6M |
| Cascades Capital Asset Management, LLC | 0002035512 | Nov 14, 2024 | 101 | $181.5M |
| Duncan Williams Asset Management, LLC | 0002011771 | Oct 3, 2024 | 129 | $181.5M |
| Roubaix Capital, LLC | 0001769700 | Oct 25, 2024 | 47 | $181.5M |
| Fox Hill Wealth Management | 0002016110 | Nov 14, 2024 | 133 | $181.5M |
| Sightline Wealth Advisors, LLC | 0001841979 | Oct 21, 2024 | 83 | $181.5M |
| Kirtland Hills Capital Management, LLC | 0002019084 | Nov 8, 2024 | 133 | $181.4M |
| Pacific Sun Financial Corp | 0000947517 | Oct 9, 2024 | 184 | $181.3M |
| Urban Financial Advisory Corp | 0002005378 | Nov 15, 2024 | 49 | $181.3M |
| MBE Wealth Management, LLC | 0001775850 | Oct 21, 2024 | 99 | $181.3M |
| Scoggin Management LP | 0001086416 | Nov 14, 2024 | 44 | $181.2M |
| Lifestyle Asset Management, Inc. | 0001845675 | Oct 31, 2024 | 104 | $181.1M |
| Alamar Capital Management, LLC | 0001846995 | Nov 14, 2024 | 80 | $181.0M |
| Patron Partners, LLC | 0001841768 | Nov 5, 2024 | 174 | $181.0M |
| Cairn Investment Group, Inc. | 0001800358 | Oct 17, 2024 | 67 | $181.0M |
| Client First Capital LLC | 0001822065 | Oct 15, 2024 | 19 | $180.9M |
| Glass Wealth Management Co LLC | 0002017692 | Nov 7, 2024 | 55 | $180.9M |
| Yarger Wealth Strategies, LLC | 0001908607 | Oct 7, 2024 | 95 | $180.7M |
| 626 Financial, LLC | 0001911035 | Oct 15, 2024 | 116 | $180.7M |
| Constellation Investimentos e Participacoes Ltda | 0001893840 | Oct 9, 2024 | 12 | $180.6M |
| Epiq Partners, LLC | 0001799435 | Oct 15, 2024 | 79 | $180.5M |
| GoalFusion Wealth Management, LLC | 0001895678 | Oct 7, 2024 | 29 | $180.5M |
| Institutional Venture Management Xv, LLC | 0001640275 | Nov 14, 2024 | 5 | $180.5M |
| Birchbrook, Inc. | 0002071468 | Jun 10, 2025 | 265 | $180.4M |