| McCarter Private Wealth Services LLC | 0002036922 | Feb 14, 2025 | 102 | $157.6M |
| Westfuller Advisors, LLC | 0002024115 | Feb 20, 2025 | 91 | $157.4M |
| Richardson Capital Management LLC | 0001621646 | Feb 4, 2025 | 142 | $157.2M |
| MOKAN Wealth Management Inc. | 0002053727 | Jan 30, 2025 | 72 | $157.2M |
| Old North State Trust, LLC | 0001760444 | Mar 10, 2025 | 135 | $157.2M |
| Eliot Finkel Investment Counsel, LLC | 0001641643 | Feb 6, 2025 | 33 | $157.0M |
| NorthStar Asset Management LLC | 0002011587 | Jan 23, 2025 | 85 | $157.0M |
| Teca Partners, LP | 0001910154 | Feb 13, 2025 | 11 | $157.0M |
| Granite Group Advisors, LLC | 0002018114 | Jan 22, 2025 | 78 | $156.9M |
| Abel Hall, LLC | 0002013339 | Jan 23, 2025 | 166 | $156.9M |
| Cassia Capital Partners, LLC | 0001844897 | Jan 27, 2025 | 61 | $156.8M |
| Ulland Investment Advisors, LLC | 0001911497 | Jan 16, 2025 | 212 | $156.8M |
| Sovereign's Capital Management, LLC | 0001911637 | Feb 14, 2025 | 83 | $156.8M |
| Salvus Wealth Management, LLC | 0001809236 | Jan 15, 2025 | 118 | $156.8M |
| Seven Mile Advisory | 0001987932 | Feb 12, 2025 | 167 | $156.8M |
| Ballew Advisors, Inc | 0001729096 | Jan 15, 2025 | 104 | $156.7M |
| Trust Investment Advisors | 0001597690 | Feb 12, 2025 | 107 | $156.7M |
| Chris Bulman Inc | 0002032404 | Feb 10, 2025 | 123 | $156.7M |
| Global Wealth Management, LLC | 0002039738 | Jan 16, 2025 | 30 | $156.6M |
| State of Wisconsin - Board of Commissioners of Public Lands | 0001967732 | Jan 15, 2025 | 6 | $156.6M |
| Kerusso Capital Management LLC | 0002029597 | Jan 31, 2025 | 56 | $156.6M |
| Yunqi Capital Ltd | 0001912273 | Feb 7, 2025 | 5 | $156.5M |
| Jacobs Asset Management, LLC | 0001351063 | Feb 14, 2025 | 29 | $156.5M |
| Aspen Wealth Strategies, LLC | 0001972517 | Feb 10, 2025 | 80 | $156.4M |
| Diamant Asset Management, Inc. | 0001731124 | Jan 22, 2025 | 74 | $156.3M |
| Charter Oak Advisors LP | 0002022905 | Feb 13, 2025 | 14 | $156.3M |
| Kirtland Hills Capital Management, LLC | 0002019084 | Feb 4, 2025 | 130 | $156.3M |
| Alpine Investment Management Ltd | 0001964631 | Feb 13, 2025 | 9 | $156.2M |
| Gagnon Advisors, LLC | 0001599466 | Jan 24, 2025 | 26 | $156.2M |
| Financial Architects, LLC | 0002008540 | Jan 27, 2025 | 22 | $156.1M |
| Cambridge Capital Management, LLC | 0002078994 | Aug 4, 2025 | 35 | $156.1M |
| Avondale Wealth Management | 0001738720 | Jan 10, 2025 | 112 | $156.0M |
| Guardian Wealth Advisors, LLC | 0001858828 | Jan 28, 2025 | 74 | $156.0M |
| Richmond Brothers, Inc. | 0001540462 | Feb 11, 2025 | 32 | $156.0M |
| WealthCollab, LLC | 0002017870 | Feb 14, 2025 | 874 | $156.0M |
| Guardian Asset Advisors, LLC | 0002021272 | Jan 30, 2025 | 98 | $155.9M |
| Cascade Investment Advisors, Inc. | 0001681490 | Jan 22, 2025 | 113 | $155.9M |
| Twin Lakes Capital Management, LLC | 0001847794 | Feb 19, 2025 | 239 | $155.9M |
| Immersion Corp. | 0001058811 | Feb 14, 2025 | 5 | $155.8M |
| Aua Capital Management, LLC | 0001706915 | Jan 27, 2025 | 77 | $155.8M |
| Cox Capital Mgt LLC | 0001748728 | Jan 14, 2025 | 67 | $155.7M |
| Crown Advisors Management, Inc. | 0001733248 | Feb 11, 2025 | 37 | $155.7M |
| Udine Wealth Management, Inc. | 0001907240 | Jan 15, 2025 | 31 | $155.7M |
| Client First Investment Management LLC | 0002018284 | Jan 15, 2025 | 23 | $155.6M |
| Boundary Creek Advisors LP | 0001771944 | Feb 11, 2025 | 13 | $155.6M |
| Thompson Davis & Co., Inc. | 0001017284 | Feb 3, 2025 | 131 | $155.5M |
| Kiely Wealth Advisory Group, Inc. | 0002005660 | Feb 12, 2025 | 313 | $155.4M |
| Knoll Capital Management, LLC | 0001325083 | Feb 18, 2025 | 35 | $155.3M |
| FSC Wealth Advisors, LLC | 0001925685 | Jan 22, 2025 | 305 | $155.3M |
| Martin Capital Advisors, LLP | 0001904126 | Jan 28, 2025 | 69 | $155.2M |
| Laurel Wealth Planning LLC | 0001842010 | Feb 3, 2025 | 54 | $155.0M |
| Ervin Investment Management, LLC | 0001907802 | Jan 16, 2025 | 37 | $155.0M |
| Strategic Value Bank Partners LLC | 0001904067 | Feb 11, 2025 | 14 | $155.0M |
| Ledgewood Wealth Advisors, LLC | 0002064043 | Apr 10, 2025 | 69 | $154.9M |
| Godshalk Welsh Capital Management, Inc. | 0001631775 | Feb 12, 2025 | 120 | $154.9M |
| Clay Northam Wealth Management, LLC | 0001915687 | Jan 24, 2025 | 92 | $154.9M |
| Nipun Capital, L.P. | 0001781566 | Feb 10, 2025 | 8 | $154.9M |
| Fee-Only Financial Planning, L.C. | 0001954044 | Feb 5, 2025 | 40 | $154.8M |
| Kearns & Associates LLC | 0001908695 | Jan 23, 2025 | 43 | $154.7M |
| Oxford Wealth Group, LLC | 0002007082 | Feb 14, 2025 | 57 | $154.7M |
| Wealth Group, Ltd. | 0002013988 | Feb 6, 2025 | 160 | $154.6M |
| Center For Asset Management LLC | 0001844878 | Jan 22, 2025 | 118 | $154.5M |
| Tenon Financial LLC | 0002020781 | Jan 28, 2025 | 46 | $154.4M |
| Disciplined Equity Management, Inc. | 0001909380 | Jan 21, 2025 | 58 | $154.3M |
| Renasant Bank | 0001656167 | Feb 10, 2025 | 167 | $154.3M |
| Mendota Financial Group, LLC | 0001964538 | Jan 14, 2025 | 372 | $154.3M |
| HFG Wealth Management, LLC | 0002027836 | Jan 13, 2025 | 41 | $154.2M |
| Omega Fund Management, LLC | 0001637359 | Feb 14, 2025 | 12 | $154.2M |
| apricus wealth, LLC | 0001913842 | Jan 21, 2025 | 101 | $154.1M |
| Lantern Wealth Advisors, LLC | 0001950218 | Feb 18, 2025 | 134 | $154.1M |
| GEN Financial Management, INC. | 0002032497 | Jan 24, 2025 | 56 | $154.1M |
| Farrow Financial, Inc. | 0002010644 | Feb 7, 2025 | 50 | $154.0M |
| Cetera Trust Company, N.A | 0002005547 | Jan 17, 2025 | 387 | $154.0M |
| AlpenGlobal Capital LLC | 0002062492 | May 15, 2025 | 28 | $153.9M |
| Forthright Family Wealth Advisory LLC | 0002008648 | Mar 3, 2025 | 60 | $153.9M |
| Pullen Investment Management, LLC | 0002011668 | Feb 24, 2025 | 103 | $153.8M |
| Audent Global Asset Management, LLC | 0001834874 | Mar 4, 2025 | 50 | $153.7M |
| Kilter Group LLC | 0002058915 | Mar 6, 2025 | 44 | $153.7M |
| Benchmark Investment Advisors LLC | 0001910971 | Feb 13, 2025 | 86 | $153.7M |
| Clarity Asset Management, Inc. | 0001756759 | Feb 14, 2025 | 215 | $153.6M |
| Panoramic Investment Advisors, LLC | 0001967332 | Jan 24, 2025 | 118 | $153.5M |
| Corrado Advisors, LLC | 0001482611 | Feb 5, 2025 | 106 | $153.5M |
| Lowery Thomas, LLC | 0001919701 | Feb 7, 2025 | 56 | $153.4M |
| Hudson Canyon Capital Management | 0001978883 | Jan 31, 2025 | 53 | $153.3M |
| Diversified Investment Strategies, LLC | 0001427196 | Jan 23, 2025 | 50 | $153.3M |
| Cobblestone Asset Management LLC | 0001994512 | Jan 22, 2025 | 52 | $153.3M |
| DC Investments Management, LLC | 0001565951 | Feb 14, 2025 | 92 | $153.3M |
| Fortune 45 LLC | 0001918707 | Feb 13, 2025 | 25 | $153.2M |
| waypoint wealth counsel | 0001807909 | Jan 22, 2025 | 98 | $153.2M |
| StoneCrest Wealth Management, Inc. | 0002008409 | Jan 15, 2025 | 63 | $153.2M |
| OCO Capital Partners, L.P. | 0001764525 | Feb 14, 2025 | 3 | $153.2M |
| New Republic Capital, LLC | 0001989988 | Jan 29, 2025 | 234 | $153.1M |
| FFG Retirement Advisors LLC | 0001966438 | Jan 22, 2025 | 44 | $153.1M |
| LFA - Lugano Financial Advisors SA | 0001737871 | Feb 10, 2025 | 193 | $153.0M |
| Lloyd Harbor Capital Management, LLC | 0001847935 | Feb 14, 2025 | 17 | $152.8M |
| Prentiss Smith & Co. Inc. | 0001134687 | Jan 23, 2025 | 70 | $152.8M |
| Barnett & Company, Inc. | 0001426588 | Feb 11, 2025 | 79 | $152.7M |
| Straightline Group LLC | 0001444864 | Feb 12, 2025 | 51 | $152.6M |
| Tejara Capital Ltd | 0001879713 | Feb 10, 2025 | 54 | $152.6M |
| EdgeRock Capital LLC | 0001908378 | Feb 4, 2025 | 67 | $152.6M |