| Everpar Advisors LLC | 0002010410 | Jan 15, 2025 | 263 | $198.3M |
| Wealth Advisors of Iowa, LLC | 0001803005 | Feb 11, 2025 | 64 | $198.3M |
| Retirement Guys Formula LLC | 0001933059 | Jan 29, 2025 | 135 | $198.3M |
| Axon Enterprise, Inc. | 0001069183 | Feb 14, 2025 | 1 | $198.3M |
| AAF Wealth Management, LLC | 0001726609 | May 19, 2025 | 47 | $198.3M |
| Aurelius Family Office LLC | 0002053738 | Jan 28, 2025 | 43 | $198.2M |
| Jackson Hill Advisors, LLC | 0001911159 | Feb 11, 2025 | 11 | $198.1M |
| Galilei Investment Office LLP | 0002043729 | Apr 23, 2025 | 25 | $198.1M |
| DCF Advisers, LLC | 0001802493 | Feb 11, 2025 | 80 | $198.0M |
| Sage Capital Management, LLC | 0002030667 | Feb 12, 2025 | 157 | $197.9M |
| State Insurance Fund | 0001970005 | Jan 30, 2025 | 1 | $197.8M |
| Hilltop Wealth Advisors, LLC | 0001786241 | Jan 8, 2025 | 51 | $197.8M |
| Prosperitas Financial LLC | 0002001016 | Feb 5, 2025 | 64 | $197.7M |
| Continuum Wealth Advisors, LLC | 0001966482 | Feb 4, 2025 | 59 | $197.7M |
| Taylor Frigon Capital Management LLC | 0001632665 | Feb 5, 2025 | 91 | $197.6M |
| Arcadia Wealth Management, LLC | 0001964226 | Jan 23, 2025 | 62 | $197.6M |
| Broad Peak Investment Advisers Pte Ltd | 0001547349 | Feb 11, 2025 | 4 | $197.6M |
| Davis-Rea LTD. | 0001482171 | Feb 5, 2025 | 31 | $197.6M |
| Vivid Wealth Management, LLC | 0002007281 | Jan 30, 2025 | 60 | $197.5M |
| Abound Financial, LLC | 0002024264 | Feb 4, 2025 | 69 | $197.4M |
| MBA Advisors LLC | 0001848704 | Jan 29, 2025 | 127 | $197.2M |
| Porter White Investment Advisors, Inc. | 0001612457 | Jun 16, 2025 | 32 | $197.2M |
| One Wealth Capital Management, LLC | 0002050308 | Jan 7, 2025 | 109 | $197.1M |
| Kondo Wealth Advisors, Inc. | 0002070929 | Jun 11, 2025 | 60 | $197.1M |
| Monolith Management Ltd | 0002008306 | Feb 14, 2025 | 23 | $197.0M |
| Nvest Financial, LLC | 0001915315 | Jan 23, 2025 | 111 | $197.0M |
| Pettee Investors, Inc. | 0001596901 | Feb 7, 2025 | 115 | $196.9M |
| Matisse Capital | 0001668256 | Jan 24, 2025 | 169 | $196.7M |
| Milestones Administradora de Recursos Ltda. | 0001912095 | Feb 5, 2025 | 22 | $196.7M |
| AYAL Capital Advisors Ltd | 0002011524 | Feb 14, 2025 | 35 | $196.6M |
| Latigo Investments, LLC | 0001914668 | Feb 6, 2025 | 18 | $196.6M |
| New England Research & Management, Inc. | 0001596077 | Jan 23, 2025 | 143 | $196.5M |
| Leverty Financial Group, LLC | 0001908386 | Jan 24, 2025 | 38 | $196.5M |
| Littlejohn & Co. LLC | 0001042537 | Feb 14, 2025 | 10 | $196.5M |
| Checkpoint Capital L.P. | 0001977548 | Feb 14, 2025 | 16 | $196.5M |
| Intrepid Capital Management Inc. | 0001092838 | Feb 12, 2025 | 106 | $196.4M |
| Waterford Advisors, LLC | 0001960657 | Feb 14, 2025 | 46 | $196.4M |
| SK Wealth Management, LLC | 0001867958 | Mar 3, 2025 | 71 | $196.4M |
| Northstar Advisory Group, LLC | 0001816000 | Jan 13, 2025 | 102 | $196.4M |
| Dopkins Wealth Management, LLC | 0001904152 | Feb 10, 2025 | 86 | $196.3M |
| Hansen & Associates Financial Group, Inc. | 0001873973 | Jan 23, 2025 | 19 | $196.3M |
| Miller Wealth Advisors, LLC | 0001908158 | Feb 5, 2025 | 91 | $196.1M |
| Aull & Monroe Investment Management Corp | 0001387615 | Feb 7, 2025 | 124 | $196.1M |
| Guinness Atkinson Asset Management Inc | 0001409765 | Jan 16, 2025 | 85 | $196.1M |
| Cahill Wealth Management, LLC | 0001927960 | Feb 13, 2025 | 49 | $196.1M |
| Menlo Advisors LLC | 0001279708 | Feb 6, 2025 | 29 | $196.0M |
| Aviso Wealth Management | 0002011802 | Feb 12, 2025 | 143 | $196.0M |
| Tandem Wealth Advisors LLC | 0001842557 | Feb 13, 2025 | 52 | $196.0M |
| Signet Investment Advisory Group, Inc. | 0001766328 | Jan 29, 2025 | 71 | $196.0M |
| Strategic Financial Partners, Ltd. | 0002027921 | Feb 10, 2025 | 70 | $195.9M |
| Chronos Wealth Management, LLC | 0001801792 | Jan 28, 2025 | 43 | $195.8M |
| Choice Wealth Advisors LLC | 0001842357 | Jan 15, 2025 | 29 | $195.8M |
| Westhampton Capital, LLC | 0001639997 | Jan 23, 2025 | 119 | $195.8M |
| Oakcliff Capital Partners, LP | 0001657335 | Feb 14, 2025 | 9 | $195.6M |
| River Street Advisors LLC | 0001964897 | Jan 24, 2025 | 137 | $195.5M |
| Leicht Financial Planning & Wealth Management, Inc. | 0001710666 | Mar 14, 2025 | 17 | $195.4M |
| Salzhauer Michael | 0001059543 | Feb 13, 2025 | 80 | $195.4M |
| Kades & Cheifetz LLC | 0001957259 | Jan 13, 2025 | 108 | $195.4M |
| Vermillion Wealth Management, Inc. | 0001737012 | Feb 21, 2025 | 551 | $195.3M |
| Dudley Capital Management, LLC | 0001965760 | Feb 11, 2025 | 127 | $195.2M |
| Astor Investment Management LLC | 0001598416 | Jan 22, 2025 | 30 | $195.2M |
| Teton Advisors, Inc. | 0001444874 | Feb 13, 2025 | 190 | $195.1M |
| My Personal CFO, LLC | 0001916366 | Jan 24, 2025 | 88 | $195.0M |
| Alhambra Investment Management LLC | 0001802696 | Jan 15, 2025 | 166 | $195.0M |
| Peirce Capital Management, LLC | 0002008166 | Jan 2, 2025 | 35 | $194.9M |
| Timonier Family Office, LTD. | 0002038170 | Feb 3, 2025 | 49 | $194.9M |
| NCP Inc. | 0002023709 | Feb 4, 2025 | 132 | $194.8M |
| Applied Capital LLC | 0001862965 | Jan 23, 2025 | 47 | $194.8M |
| Hyperion Capital Advisors LP | 0001794499 | Feb 14, 2025 | 96 | $194.7M |
| Burrus Financial Services, Inc. | 0001573947 | Sep 24, 2025 | 10 | $194.6M |
| Acorn Creek Capital LLC | 0001994827 | Jan 22, 2025 | 77 | $194.6M |
| Kennicott Capital Management LLC | 0001863265 | Jan 16, 2025 | 41 | $194.5M |
| Client First Capital LLC | 0001822065 | Jan 15, 2025 | 19 | $194.5M |
| Segra Capital Management, LLC | 0001607512 | Feb 14, 2025 | 7 | $194.5M |
| Resolute Wealth Strategies, LLC | 0001973981 | Feb 6, 2025 | 94 | $194.4M |
| Davidson Trust Co. | 0001133119 | Jan 31, 2025 | 157 | $194.3M |
| Crown Oak Advisors, LLC | 0002009273 | Jan 21, 2025 | 26 | $194.3M |
| Laurus Global Equity Management Inc. | 0001869316 | Jan 28, 2025 | 44 | $194.2M |
| Triton Wealth Management, PLLC | 0001791126 | Mar 18, 2025 | 94 | $194.2M |
| Financial Council, LLC | 0001883629 | Feb 6, 2025 | 91 | $194.0M |
| Boulder Wealth Advisors, LLC | 0001874080 | Feb 6, 2025 | 27 | $194.0M |
| Insight 2811, Inc. | 0001334952 | Feb 11, 2025 | 88 | $194.0M |
| Summit Investment Advisory Services, LLC | 0001914395 | Jan 21, 2025 | 70 | $193.9M |
| Chelsea Counsel Co. | 0001276755 | Feb 27, 2025 | 197 | $193.8M |
| Bellevue Asset Management, LLC | 0001801619 | Feb 6, 2025 | 489 | $193.7M |
| Bowman & Co S.C. | 0001906275 | Jan 15, 2025 | 104 | $193.6M |
| Lakeridge Wealth Management LLC | 0002012028 | Jan 30, 2025 | 152 | $193.5M |
| Lane & Associates LLC | 0002018909 | Feb 3, 2025 | 121 | $193.5M |
| Envision Financial Planning, LLC | 0001964460 | Feb 13, 2025 | 46 | $193.5M |
| Transcendent Capital Group LLC | 0002013703 | Feb 4, 2025 | 442 | $193.3M |
| Berkeley, Inc | 0002051965 | Mar 28, 2025 | 65 | $193.3M |
| RHS Financial, LLC | 0001766514 | Jan 24, 2025 | 134 | $193.3M |
| KM Capital Management Ltd. | 0001963514 | Feb 4, 2025 | 45 | $193.2M |
| EnCap Energy Capital Fund X, L.P. | 0001636722 | Feb 14, 2025 | 1 | $193.2M |
| Significant Wealth Partners LLC | 0001964680 | Feb 11, 2025 | 84 | $193.2M |
| Blackhawk Capital Partners, LLC | 0001582561 | Feb 4, 2025 | 123 | $193.1M |
| TradeWell Securities, LLC. | 0002066232 | Apr 30, 2025 | 39 | $193.1M |
| Ballentine Capital Advisors, Inc | 0002011580 | Feb 26, 2025 | 29 | $193.1M |
| Granby Capital Management, LLC | 0001857581 | Feb 14, 2025 | 19 | $193.0M |
| Citadel Investment Advisory, Inc. | 0001811907 | Jan 24, 2025 | 82 | $193.0M |