| Encompass More Asset Management | 0002011218 | Jul 26, 2024 | 110 | $140.2M |
| Jones Road Capital Management, L.P. | 0001842361 | Aug 13, 2024 | 28 | $140.2M |
| Menard Financial Group LLC | 0001803156 | Aug 9, 2024 | 105 | $140.2M |
| Washburn Capital Management, Inc. | 0001793923 | Jul 25, 2024 | 36 | $140.1M |
| Hyperion Partners, LLC | 0001971715 | Jul 12, 2024 | 71 | $140.1M |
| Physician Wealth Solutions Inc. | 0002007116 | Jul 15, 2024 | 41 | $140.1M |
| Crestwood Capital Management, L.P. | 0001468395 | Aug 13, 2024 | 14 | $140.1M |
| Nicholas Wealth, LLC. | 0001911391 | Aug 5, 2024 | 107 | $140.1M |
| Masterton Capital Management, LP | 0001817145 | Aug 14, 2024 | 19 | $140.1M |
| apricus wealth, LLC | 0001913842 | Jul 25, 2024 | 93 | $140.0M |
| American Capital Advisory, LLC | 0002018007 | Jul 29, 2024 | 439 | $140.0M |
| Mills Wealth Advisors LLC | 0002029294 | Aug 8, 2024 | 53 | $139.9M |
| Innova Wealth Partners | 0001888831 | Aug 13, 2024 | 81 | $139.8M |
| Guardian Investment Management | 0001365474 | Jul 24, 2024 | 56 | $139.8M |
| Gouws Capital LLC | 0001908828 | Jul 31, 2024 | 42 | $139.7M |
| Byrne Asset Management LLC | 0001911322 | Jul 23, 2024 | 533 | $139.7M |
| DSC Meridian Capital LP | 0001970572 | Aug 14, 2024 | 12 | $139.7M |
| Pps&v Asset Management Consultants, Inc. | 0001936380 | Jul 18, 2024 | 37 | $139.6M |
| Kolinsky Wealth Management, LLC | 0001904326 | Aug 14, 2024 | 155 | $139.6M |
| Aurora Investment Managers, LLC. | 0001798485 | Jul 15, 2024 | 49 | $139.5M |
| LifePro Asset Management | 0001838533 | Jul 10, 2024 | 127 | $139.5M |
| Passumpsic Savings Bank | 0002023170 | Aug 13, 2024 | 76 | $139.5M |
| Wealth Group, Ltd. | 0002013988 | Aug 13, 2024 | 147 | $139.4M |
| Barnett & Company, Inc. | 0001426588 | Aug 12, 2024 | 78 | $139.3M |
| Lake Hills Wealth Management, LLC | 0001705594 | Jul 9, 2024 | 47 | $139.3M |
| Advantage Trust Co | 0002009346 | Aug 9, 2024 | 170 | $139.3M |
| Cove Street Capital, LLC | 0001531612 | Jul 18, 2024 | 83 | $139.3M |
| Hedges Asset Management LLC | 0001906202 | Jul 19, 2024 | 111 | $139.3M |
| Mosaic Financial Group, LLC | 0002011050 | Aug 15, 2024 | 126 | $139.3M |
| WealthCollab, LLC | 0002017870 | Aug 14, 2024 | 859 | $139.3M |
| McAlister, Sweet & Associates, Inc. | 0001774087 | Jul 2, 2024 | 33 | $139.2M |
| Blantyre Capital Ltd | 0001887451 | Aug 14, 2024 | 2 | $139.2M |
| Oep Capital Advisors, L.P. | 0001817681 | Aug 15, 2024 | 2 | $139.2M |
| Conscious Wealth Investments, LLC | 0002011014 | Aug 9, 2024 | 48 | $139.2M |
| Islay Capital Management, LLC | 0001738560 | Aug 13, 2024 | 199 | $139.1M |
| Chou Associates Management Inc. | 0001389403 | Aug 14, 2024 | 30 | $139.1M |
| Petra Financial Advisors Inc. | 0001971427 | Jul 18, 2024 | 124 | $139.0M |
| Bislett Management, LLC | 0001425041 | Aug 13, 2024 | 15 | $139.0M |
| Stegner Investment Associates Inc. | 0001907433 | Jul 23, 2024 | 24 | $139.0M |
| Beacon Financial Strategies CORP | 0002084239 | Sep 25, 2025 | 34 | $139.0M |
| Fort Henry Capital, LLC | 0001843536 | Jul 18, 2024 | 15 | $138.9M |
| Wallace Advisory Group, LLC | 0001932645 | Aug 15, 2024 | 178 | $138.9M |
| Charles Schwab Trust Bank | 0001776551 | Aug 2, 2024 | 1 | $138.9M |
| Richardson Financial Services Inc. | 0002012303 | Aug 12, 2024 | 588 | $138.9M |
| LifePlan Investment Advisors, Inc. | 0002045484 | Jan 21, 2025 | 84 | $138.8M |
| Values Added Financial LLC | 0001973921 | Jul 30, 2024 | 91 | $138.8M |
| Security National Bank of Sioux City Iowa | 0000894309 | Aug 15, 2024 | 92 | $138.7M |
| Higgins & Schmidt Wealth Strategies LLC | 0001941260 | Mar 25, 2025 | 45 | $138.7M |
| Strategic Financial Planning, Inc. | 0001802277 | Aug 12, 2024 | 34 | $138.7M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0001015877 | Aug 8, 2024 | 67 | $138.7M |
| Schear Investment Advisers, LLC | 0001962838 | Jul 30, 2024 | 81 | $138.5M |
| CRCM LP | 0001483234 | Aug 13, 2024 | 6 | $138.3M |
| Lederer & Associates Investment Counsel | 0001089707 | Aug 2, 2024 | 84 | $138.2M |
| Benchmark Investment Advisors LLC | 0001910971 | Aug 12, 2024 | 89 | $138.1M |
| SeaTown Holdings Pte. Ltd. | 0001512367 | Jul 25, 2024 | 13 | $138.1M |
| Meridian Financial Advisors, LLC | 0002032629 | Aug 13, 2024 | 120 | $138.0M |
| VitalStone Financial, LLC | 0001963478 | Aug 7, 2024 | 500 | $138.0M |
| Lantern Wealth Advisors, LLC | 0001950218 | Aug 14, 2024 | 130 | $137.9M |
| Cladis Investment Advisory, LLC | 0001911520 | Oct 9, 2024 | 136 | $137.9M |
| ROI Financial Advisors, LLC | 0002011633 | Aug 12, 2024 | 64 | $137.8M |
| Kerusso Capital Management LLC | 0002029597 | Aug 6, 2024 | 54 | $137.7M |
| KPCB DGF II Associates, LLC | 0001611737 | Aug 9, 2024 | 2 | $137.6M |
| Bryant Woods Investment Advisors, LLC | 0001910641 | Jul 25, 2024 | 42 | $137.5M |
| McDonough Capital Management, Inc | 0001912128 | Aug 13, 2024 | 44 | $137.4M |
| Traction Financial Partners, LLC | 0002007748 | Aug 16, 2024 | 56 | $137.4M |
| Broadview Financial Management, LLC | 0001697024 | Aug 1, 2024 | 40 | $137.3M |
| Endowment Wealth Management, Inc. | 0001904477 | Aug 1, 2024 | 131 | $137.3M |
| Caitlin John, LLC | 0002010947 | Jan 27, 2025 | 857 | $137.1M |
| Lowery Thomas, LLC | 0001919701 | Aug 2, 2024 | 46 | $137.1M |
| 13D Management LLC | 0001600133 | Aug 14, 2024 | 21 | $137.1M |
| Greenhouse Wealth Management, LLC | 0001843566 | Jul 15, 2024 | 57 | $137.0M |
| WealthTrust Asset Management, LLC | 0001867894 | Aug 12, 2024 | 88 | $136.9M |
| Kampmann Melissa S. | 0001999898 | Aug 16, 2024 | 40 | $136.9M |
| International City Management Association Retirement Corp | 0001691813 | Aug 6, 2024 | 6 | $136.8M |
| Comprehensive Wealth Management, LLC | 0001535202 | Aug 13, 2024 | 32 | $136.8M |
| Penney Financial, LLC | 0002049857 | Dec 31, 2024 | 34 | $136.7M |
| Spectrum Strategic Capital Management, LLC | 0001554961 | Aug 13, 2024 | 26 | $136.7M |
| Visionary Horizons, LLC | 0002003615 | Aug 2, 2024 | 83 | $136.7M |
| Gate City Capital Management, LLC | 0001705447 | Aug 14, 2024 | 13 | $136.7M |
| Spectrum Investment Advisors, Inc. | 0001856042 | Jul 31, 2024 | 25 | $136.6M |
| BML Capital Management, LLC | 0001616824 | Aug 7, 2024 | 27 | $136.5M |
| Epacria Capital Partners, LLC | 0001927623 | Aug 14, 2024 | 56 | $136.4M |
| Ahl Investment Management, Inc. | 0001908425 | Jul 15, 2024 | 67 | $136.4M |
| Banco de Sabadell, S.A | 0001730299 | Aug 13, 2024 | 60 | $136.3M |
| Settian Capital LP | 0001911113 | Aug 6, 2024 | 29 | $136.2M |
| 26North Partners LP | 0001950972 | Aug 14, 2024 | 1 | $136.2M |
| Guardian Asset Advisors, LLC | 0002021272 | Jul 15, 2024 | 97 | $136.2M |
| Capital Markets Trading UK LLP | 0001719165 | Aug 14, 2024 | 78 | $136.1M |
| Black Maple Capital Management LP | 0001588959 | Aug 14, 2024 | 86 | $136.1M |
| Shearwater Capital LLC | 0001905665 | Jul 10, 2024 | 43 | $136.1M |
| SQN Investors LP | 0001665887 | Aug 14, 2024 | 20 | $136.1M |
| Valley Financial Group, Inc. | 0002010327 | Aug 14, 2024 | 58 | $136.0M |
| BRX Global LP | 0001844103 | Aug 14, 2024 | 5 | $136.0M |
| Seven Mile Advisory | 0001987932 | Aug 8, 2024 | 154 | $136.0M |
| Olympiad Research LP | 0001787147 | Aug 12, 2024 | 341 | $136.0M |
| Applied Fundamental Research, LLC | 0001849776 | Aug 14, 2024 | 13 | $136.0M |
| Gimbal Financial | 0001835206 | Jul 12, 2024 | 43 | $135.9M |
| Glenorchy Capital Ltd | 0002008506 | Jul 30, 2024 | 61 | $135.8M |
| AlphaCentric Advisors LLC | 0001913464 | Jul 25, 2024 | 217 | $135.8M |
| Smith Thornton Advisors LLC | 0002032436 | Aug 15, 2024 | 126 | $135.8M |