| Mullaney, Keating & Wright, Inc. | 0002135840 | May 29, 2026 | 56 | $144.1M |
| General Equity Holdings LP | 0001700362 | Nov 14, 2024 | 6 | $143.9M |
| Foresite Capital Management V, LLC | 0001792206 | Nov 14, 2024 | 5 | $143.9M |
| Clarity Asset Management, Inc. | 0001756759 | Nov 15, 2024 | 196 | $143.9M |
| First Bancorp, Inc | 0000765207 | Oct 18, 2024 | 120 | $143.8M |
| Objectivity Squared, LLC | 0002011113 | Oct 8, 2024 | 50 | $143.8M |
| Apis Capital Advisors, LLC | 0001386892 | Nov 14, 2024 | 33 | $143.7M |
| Certus Wealth Management, LLC | 0001989526 | Nov 12, 2024 | 51 | $143.7M |
| 26North Partners LP | 0001950972 | Nov 14, 2024 | 1 | $143.7M |
| Marathon Mission, Inc. | 0001987261 | Oct 11, 2024 | 45 | $143.5M |
| Braun-Bostich & Associates Inc. | 0001740842 | Oct 15, 2024 | 113 | $143.5M |
| Napatree Capital LLC | 0002015964 | Nov 12, 2024 | 159 | $143.4M |
| Sippican Capital Advisors | 0001557406 | Oct 28, 2024 | 113 | $143.3M |
| Asset Management Advisors, LLC | 0001596355 | Nov 4, 2024 | 16 | $143.2M |
| Richardson Capital Management LLC | 0001621646 | Nov 5, 2024 | 138 | $143.2M |
| Empirical Capital Management, LLC | 0001642274 | Nov 15, 2024 | 19 | $143.1M |
| Financial Symmetry Inc | 0002004843 | Oct 21, 2024 | 46 | $143.1M |
| Valley Financial Group, Inc. | 0002010327 | Nov 14, 2024 | 56 | $143.1M |
| Echo Wealth Management, LLC | 0001846994 | Oct 21, 2024 | 48 | $143.1M |
| DC Investments Management, LLC | 0001565951 | Nov 14, 2024 | 87 | $143.0M |
| Arosa Capital Management LP | 0001596053 | Nov 14, 2024 | 29 | $143.0M |
| Semus Wealth Partners LLC | 0001964775 | Nov 7, 2024 | 121 | $143.0M |
| QVIDTVM Management LLC | 0001912226 | Nov 13, 2024 | 8 | $142.9M |
| Teca Partners, LP | 0001910154 | Nov 13, 2024 | 10 | $142.8M |
| Osprey Private Wealth LLC | 0002041805 | Nov 4, 2024 | 49 | $142.7M |
| EHP Funds Inc. | 0001927881 | Nov 14, 2024 | 41 | $142.6M |
| Caldwell Investment Management Ltd. | 0001904373 | Nov 7, 2024 | 32 | $142.6M |
| Wealth Forward, LLC | 0002012773 | Oct 28, 2024 | 31 | $142.6M |
| Perbak Capital Partners LLP | 0001968437 | Nov 14, 2024 | 31 | $142.5M |
| Clio Asset Management LLC | 0001986196 | Oct 18, 2024 | 14 | $142.5M |
| Solas Capital Management, LLC | 0001604867 | Nov 14, 2024 | 18 | $142.5M |
| Opus Investment Management Inc. | 0001097833 | Nov 12, 2024 | 30 | $142.4M |
| VERITY Wealth Advisors | 0001763138 | Oct 3, 2024 | 73 | $142.2M |
| EdgeRock Capital LLC | 0001908378 | Oct 15, 2024 | 67 | $142.2M |
| Crabel Capital Management, LLC | 0001536557 | Nov 14, 2024 | 48 | $142.2M |
| Financial Alternatives, Inc | 0001967227 | Nov 14, 2024 | 85 | $142.1M |
| Lederer & Associates Investment Counsel | 0001089707 | Oct 24, 2024 | 84 | $142.1M |
| Lakehouse Capital Pty Ltd | 0001844830 | Oct 9, 2024 | 13 | $142.1M |
| ZynergyRetirementPlanningLLC | 0002031137 | Nov 7, 2024 | 111 | $141.9M |
| Pennant Select, LLC | 0002011563 | Nov 14, 2024 | 10 | $141.9M |
| Guardian Wealth Management, Inc. | 0001910205 | Nov 15, 2024 | 244 | $141.9M |
| Michelson Medical Research Foundation, Inc. | 0001965304 | Nov 14, 2024 | 28 | $141.9M |
| Udine Wealth Management, Inc. | 0001907240 | Oct 8, 2024 | 28 | $141.7M |
| Partnership Wealth Management, LLC | 0002010656 | Oct 8, 2024 | 187 | $141.6M |
| Farrell Financial LLC | 0002031235 | Nov 12, 2024 | 68 | $141.6M |
| SIG Growth Equity Funds Ltd Partnership, LLLP | 0002009262 | Nov 14, 2024 | 1 | $141.5M |
| Royal Capital Wealth Management, LLC | 0001904323 | Nov 14, 2024 | 93 | $141.5M |
| Sheridan Capital Management, LLC | 0001926753 | Oct 11, 2024 | 26 | $141.5M |
| Promethium Advisors,llc | 0002034073 | Nov 14, 2024 | 133 | $141.5M |
| Kampmann Melissa S. | 0001999898 | Nov 4, 2024 | 41 | $141.4M |
| Whalen Wealth Management Inc. | 0001894447 | Nov 7, 2024 | 112 | $141.4M |
| Brown Financial Advisory | 0001843853 | Oct 25, 2024 | 36 | $141.3M |
| Rf&l Wealth Management, LLC | 0001965915 | Oct 16, 2024 | 58 | $141.3M |
| Avid Wealth Partners LLC | 0001992344 | Nov 1, 2024 | 43 | $141.3M |
| Counterweight Ventures, LLC | 0002012467 | Nov 8, 2024 | 70 | $141.3M |
| Lam Group, Inc. | 0001961944 | Oct 18, 2024 | 133 | $141.3M |
| Fortune 45 LLC | 0001918707 | Nov 14, 2024 | 24 | $141.3M |
| S. R. Schill & Associates | 0001616004 | Nov 13, 2024 | 39 | $141.2M |
| Burr Financial Services, LLC | 0001966297 | Oct 25, 2024 | 27 | $141.2M |
| Fir Tree Capital Management LP | 0001056491 | Nov 14, 2024 | 78 | $141.2M |
| RPM Capital Partners, LLC | 0001555433 | Oct 28, 2024 | 1 | $141.1M |
| Andrews, Lucia Wealth Management LLC | 0001906227 | Oct 11, 2024 | 27 | $141.1M |
| Leibman Financial Services, Inc. | 0002006661 | Oct 8, 2024 | 57 | $141.1M |
| Pingora Partners LLC | 0002011176 | Nov 14, 2024 | 221 | $141.1M |
| InTrack Investment Management Inc | 0001847343 | Oct 10, 2024 | 121 | $141.0M |
| Better Money Decisions, LLC | 0001858428 | Oct 25, 2024 | 64 | $141.0M |
| University of Maryland Foundation, Inc. | 0001624050 | Nov 5, 2024 | 7 | $141.0M |
| Starwood Capital Group Management, L.L.C. | 0001388788 | Nov 14, 2024 | 7 | $140.9M |
| Mosaic Financial Group, LLC | 0002011050 | Nov 15, 2024 | 124 | $140.9M |
| Atmos Advisory, LLC | 0001905162 | Oct 25, 2024 | 20 | $140.7M |
| Magnolia Wealth Management, LLC | 0001908732 | Nov 8, 2024 | 12 | $140.7M |
| Hein Park Capital Management LP | 0001826937 | Nov 14, 2024 | 3 | $140.6M |
| Corus Family Wealth Advisors | 0001894830 | Oct 18, 2024 | 66 | $140.6M |
| Legacy PCG, LLC | 0001952532 | Nov 8, 2024 | 60 | $140.5M |
| Martin Capital Advisors, LLP | 0001904126 | Oct 11, 2024 | 67 | $140.4M |
| Benchmark Investment Advisors LLC | 0001910971 | Nov 13, 2024 | 86 | $140.3M |
| Alpha Financial Partners LLC | 0001966219 | Oct 24, 2024 | 108 | $140.2M |
| Ehrlich Financial Group | 0002010632 | Oct 7, 2024 | 108 | $140.2M |
| Smallwood Wealth Investment Management, LLC | 0001921304 | Oct 16, 2024 | 70 | $140.2M |
| SFI Advisors, LLC | 0001911308 | Nov 13, 2024 | 76 | $140.1M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0001015877 | Nov 12, 2024 | 70 | $140.1M |
| Horizon Family Wealth, Inc. | 0001910660 | Nov 14, 2024 | 79 | $140.1M |
| Future Financial Wealth Managment LLC | 0001801892 | Oct 8, 2024 | 470 | $140.1M |
| Kellett Wealth Advisors, LLC | 0001910381 | Oct 21, 2024 | 70 | $140.0M |
| Cascade Wealth Advisors, Inc | 0002018936 | Oct 15, 2024 | 49 | $140.0M |
| Sprinkle Financial Consultants LLC | 0002011593 | Oct 22, 2024 | 70 | $139.9M |
| Sanctuary Wealth Management, L.L.C. | 0001728436 | Nov 4, 2024 | 276 | $139.9M |
| Orser Capital Management, LLC | 0001785717 | Oct 4, 2024 | 40 | $139.9M |
| Castle Creek Capital Partners VI, LP | 0001666749 | Nov 14, 2024 | 3 | $139.8M |
| Schwallier Wealth Management LLC | 0001934951 | Nov 7, 2024 | 35 | $139.8M |
| American Institute for Advanced Investment Management, LLP | 0001805824 | Oct 23, 2024 | 140 | $139.7M |
| Lansing Management LP | 0001691908 | Nov 14, 2024 | 7 | $139.7M |
| RiverGlades Family Offices LLC | 0001619779 | Nov 13, 2024 | 82 | $139.7M |
| RPS Advisory Solutions LLC | 0002031671 | Oct 18, 2024 | 91 | $139.7M |
| Ti-Trust, Inc. | 0001802284 | Nov 4, 2024 | 125 | $139.7M |
| Washburn Capital Management, Inc. | 0001793923 | Oct 24, 2024 | 40 | $139.6M |
| Erickson Financial Group, LLC | 0001797734 | Nov 8, 2024 | 26 | $139.6M |
| Mork Capital Management, LLC | 0001626494 | Nov 14, 2024 | 107 | $139.6M |
| Berry Wealth Group, LP | 0002008410 | Oct 21, 2024 | 97 | $139.5M |
| Pinnacle West Asset Management, Inc. | 0001975730 | Oct 23, 2024 | 113 | $139.5M |