| Latko Wealth Management, Ltd. | 0001937769 | Aug 7, 2025 | 31 | $177.9M |
| Foresite Capital Management VI LLC | 0002013341 | Aug 12, 2025 | 20 | $177.9M |
| Planning Directions Inc. | 0000821103 | Aug 1, 2025 | 85 | $177.7M |
| Corecam Pte. Ltd. | 0002106977 | Mar 2, 2026 | 32 | $177.6M |
| BLKBRD Asset Management, LP | 0002035232 | Aug 14, 2025 | 19 | $177.4M |
| Kiker Wealth Management, LLC | 0002042502 | Jul 28, 2025 | 630 | $177.3M |
| Massachusetts Wealth Management | 0001966011 | Jul 23, 2025 | 94 | $177.3M |
| R.m.sincerbeaux Capital Management LLC | 0001426774 | Aug 14, 2025 | 38 | $177.3M |
| A&I Financial Services, LLC | 0001728031 | Jul 14, 2025 | 73 | $177.2M |
| CoreFirst Bank & Trust | 0001845199 | Aug 14, 2025 | 341 | $177.1M |
| Cascade Wealth Advisors, Inc | 0002018936 | Aug 11, 2025 | 56 | $176.9M |
| Fairfield, Bush & Co. | 0001116247 | Aug 15, 2025 | 110 | $176.9M |
| WFA Asset Management Corp | 0001994434 | Jul 31, 2025 | 209 | $176.9M |
| Capasso Planning Partners LLC | 0001911938 | Aug 6, 2025 | 83 | $176.8M |
| Robert Bosch GmbH | 0001882360 | Aug 12, 2025 | 2 | $176.8M |
| Patrick Mauro Investment Advisor, INC. | 0001953787 | Aug 12, 2025 | 40 | $176.7M |
| Ping Capital Management, Inc. | 0001804352 | Jul 21, 2025 | 51 | $176.7M |
| Avanda Investment Management Pte. Ltd. | 0001650258 | Aug 14, 2025 | 18 | $176.6M |
| Enavate Sciences Gp, LLC | 0001953107 | Aug 14, 2025 | 6 | $176.5M |
| Granite FO LLC | 0002034090 | Aug 14, 2025 | 188 | $176.5M |
| Lagoda Investment Management, L.P. | 0001632108 | Aug 14, 2025 | 24 | $176.5M |
| Birchcreek Wealth Management, LLC | 0001840341 | Aug 7, 2025 | 115 | $176.5M |
| Tudor Financial Inc. | 0002045307 | Aug 14, 2025 | 134 | $176.5M |
| Plan A Wealth LLC | 0002093645 | Nov 6, 2025 | 157 | $176.4M |
| Grant Private Wealth Management Inc | 0002056418 | Jul 11, 2025 | 70 | $176.4M |
| Canerector Inc. | 0001113234 | Jul 17, 2025 | 10 | $176.3M |
| 2UniFi Bank | 0002040900 | Aug 1, 2025 | 449 | $176.1M |
| R. W. Roge & Company, Inc. | 0001800745 | Jul 25, 2025 | 54 | $176.1M |
| RHS Financial, LLC | 0001766514 | Jul 25, 2025 | 131 | $176.0M |
| Pursue Wealth Partners LLC | 0001911091 | Aug 13, 2025 | 110 | $176.0M |
| Equinox Partners Investment Management LLC | 0000938552 | Aug 14, 2025 | 9 | $175.9M |
| Carlson Capital, L.P. | 0001056973 | Aug 13, 2025 | 57 | $175.9M |
| Laurel Wealth Planning LLC | 0001842010 | Aug 8, 2025 | 56 | $175.9M |
| Sanofi | 0001121404 | Jul 29, 2025 | 10 | $175.7M |
| Foundry Financial Group, Inc. | 0002007960 | Jul 18, 2025 | 63 | $175.7M |
| Rockbridge Asset Management LLC | 0002056320 | Jul 29, 2025 | 27 | $175.7M |
| Resolute Wealth Advisor, Inc. | 0002005292 | Aug 13, 2026 | 78 | $175.7M |
| Main Line Retirement Advisors, LLC | 0001809416 | Jul 14, 2025 | 42 | $175.6M |
| Fairbanks Capital Management, Inc. | 0001681372 | Aug 8, 2025 | 53 | $175.6M |
| Potentia Wealth | 0002052308 | Aug 14, 2025 | 71 | $175.5M |
| Jacobs Asset Management, LLC | 0001351063 | Aug 13, 2025 | 29 | $175.5M |
| Chris Bulman Inc | 0002032404 | Jul 14, 2025 | 120 | $175.4M |
| Pantera Capital Partners LP | 0002067181 | Feb 27, 2026 | 4 | $175.4M |
| Westfuller Advisors, LLC | 0002024115 | Jul 11, 2025 | 114 | $175.4M |
| Mendel Capital Management LLC | 0001911384 | Aug 14, 2025 | 94 | $175.4M |
| Avos Capital Management, LLC | 0001948622 | Aug 13, 2025 | 41 | $175.4M |
| Kennicott Capital Management LLC | 0001863265 | Jul 16, 2025 | 49 | $175.3M |
| Ripple Effect Asset Management LP | 0002031590 | Aug 14, 2025 | 17 | $175.3M |
| Smallwood Wealth Investment Management, LLC | 0001921304 | Oct 3, 2025 | 568 | $175.3M |
| Signature Wealth Management Partners, LLC | 0001824694 | Jul 22, 2025 | 110 | $175.0M |
| Value Base Ltd. | 0001992355 | Jul 31, 2025 | 7 | $175.0M |
| Fortitude Advisory Group L.L.C. | 0001928999 | Jul 22, 2025 | 216 | $175.0M |
| School Employees Retirement Board of Ohio | 0000315024 | Jul 17, 2025 | 4 | $175.0M |
| Scalar Gauge Management, LLC | 0001965542 | Aug 12, 2025 | 24 | $174.9M |
| Strategic Value Bank Partners LLC | 0001904067 | Jul 30, 2025 | 15 | $174.9M |
| McCarter Private Wealth Services LLC | 0002036922 | Aug 4, 2025 | 118 | $174.9M |
| McBroom & Associates, LLC | 0001908893 | Aug 5, 2025 | 37 | $174.8M |
| Avid Wealth Partners LLC | 0001992344 | Aug 14, 2025 | 52 | $174.8M |
| Lake Hills Wealth Management, LLC | 0001705594 | Jul 9, 2025 | 53 | $174.7M |
| Blue Door Asset Management, LLC | 0001909147 | Aug 14, 2025 | 18 | $174.7M |
| NBZ Investment Advisors LLC | 0001998018 | Aug 4, 2025 | 53 | $174.6M |
| Banque de Luxembourg S.A. | 0002055344 | Jul 10, 2025 | 87 | $174.6M |
| Chokshi & Queen Wealth Advisors, Inc | 0002057199 | Jul 30, 2025 | 54 | $174.6M |
| Kearns & Associates LLC | 0001908695 | Jul 9, 2025 | 44 | $174.4M |
| Brookmont Capital Management | 0001512978 | Jul 18, 2025 | 54 | $174.4M |
| Kentucky Trust Co | 0002054100 | Jul 15, 2025 | 297 | $174.4M |
| Pinnacle Wealth Management Group, Inc. | 0001868491 | Jul 31, 2025 | 121 | $174.4M |
| VAUGHAN & Co SECURITIES, INC. | 0000805870 | Jul 22, 2025 | 57 | $174.4M |
| W Advisors, LLC | 0001929907 | Aug 7, 2025 | 126 | $174.3M |
| Tableaux LLC | 0002060663 | Nov 12, 2025 | 115 | $174.2M |
| Guardian Asset Advisors, LLC | 0002021272 | Jul 31, 2025 | 104 | $174.1M |
| First Bancorp, Inc | 0000765207 | Jul 29, 2025 | 129 | $174.1M |
| Smith Thornton Advisors LLC | 0002032436 | Jul 30, 2025 | 132 | $174.0M |
| DHK Financial Advisors, Inc. | 0001922962 | Aug 14, 2025 | 87 | $173.9M |
| Investments & Financial Planning, LLC | 0001909307 | Aug 12, 2025 | 37 | $173.6M |
| Sylvest Advisors, LLC | 0002044121 | Jul 16, 2025 | 73 | $173.6M |
| Fortune 45 LLC | 0001918707 | Aug 4, 2025 | 29 | $173.5M |
| Crystal Rock Capital Management | 0001510668 | Aug 5, 2025 | 28 | $173.4M |
| Dempze Nancy E | 0001592614 | Jul 23, 2025 | 92 | $173.4M |
| Parkwoods Wealth Partners, LLC | 0002042772 | Jul 18, 2025 | 75 | $173.3M |
| Walker Asset Management, LLC | 0001923053 | Jul 17, 2025 | 142 | $173.3M |
| BlackDiamond Wealth Management, LLC | 0001903059 | Aug 13, 2025 | 164 | $173.3M |
| 17 Capital Partners, LLC | 0001727407 | Aug 12, 2025 | 143 | $173.3M |
| JCP Investment Management, LLC | 0001461945 | Aug 15, 2025 | 20 | $173.3M |
| First City Capital Management, Inc. | 0001427350 | Jul 15, 2025 | 145 | $173.2M |
| Boomfish Wealth Group, LLC | 0002010786 | Jul 24, 2025 | 87 | $173.1M |
| Susquehanna Capital Management, LLC | 0001879628 | Aug 14, 2025 | 1 | $173.1M |
| Piedmont Capital Management, LLC | 0001656150 | Aug 13, 2025 | 55 | $172.9M |
| Wealth Watch Advisors, INC | 0002040515 | Aug 1, 2025 | 100 | $172.9M |
| Decker Retirement Planning Inc. | 0001975700 | Aug 6, 2025 | 304 | $172.6M |
| Fosse Capital Partners LLP | 0001789908 | Aug 12, 2025 | 2 | $172.6M |
| Spectrum Investment Advisors, Inc. | 0001856042 | Jul 29, 2025 | 24 | $172.4M |
| GGM Financial LLC | 0002021722 | Aug 1, 2025 | 60 | $172.2M |
| True Blue (BVI) Ltd | 0002011315 | Aug 14, 2025 | 4 | $172.2M |
| MSD Partners, L.P. | 0001514334 | Aug 14, 2025 | 7 | $172.1M |
| Foresight Capital Management Advisors, Inc. | 0001630936 | Jul 23, 2025 | 87 | $172.0M |
| apricus wealth, LLC | 0001913842 | Jul 30, 2025 | 116 | $172.0M |
| Level Wealth Management LLC | 0002036775 | Jul 29, 2025 | 61 | $172.0M |
| Sycamore Partners Management, L.P. | 0001632833 | Aug 14, 2025 | 1 | $172.0M |
| LBJ Family Wealth Advisors, Ltd. | 0001601622 | Jul 7, 2025 | 27 | $171.9M |