| Envision Financial Planning, LLC | 0001964460 | Jul 31, 2024 | 31 | $130.9M |
| Lewis Asset Management, LLC | 0002004520 | Jul 30, 2024 | 117 | $130.9M |
| Objectivity Squared, LLC | 0002011113 | Jul 18, 2024 | 48 | $130.8M |
| Guardian Wealth Management, Inc. | 0001910205 | Aug 8, 2024 | 246 | $130.8M |
| waypoint wealth counsel | 0001807909 | Jul 19, 2024 | 89 | $130.7M |
| Main Line Retirement Advisors, LLC | 0001809416 | Jul 26, 2024 | 35 | $130.7M |
| ZynergyRetirementPlanningLLC | 0002031137 | Jul 25, 2024 | 125 | $130.6M |
| American Institute for Advanced Investment Management, LLP | 0001805824 | Jul 24, 2024 | 133 | $130.6M |
| 1620 Investment Advisors, Inc. | 0001907281 | Jul 23, 2024 | 596 | $130.5M |
| Wilson & Boucher Capital Management, LLC | 0001903579 | Aug 15, 2024 | 109 | $130.5M |
| Alibaba Group Holding Ltd | 0001577552 | Aug 14, 2024 | 5 | $130.3M |
| Garnet Equity Capital Holdings, Inc. | 0001423876 | Aug 13, 2024 | 20 | $130.3M |
| John & Kathleen Schreiber Foundation | 0001910790 | Aug 12, 2024 | 3 | $130.2M |
| Soviero Asset Management, LP | 0001755622 | Aug 14, 2024 | 35 | $130.1M |
| Uptick Partners, LLC | 0002005353 | Jul 22, 2024 | 117 | $130.1M |
| Taylor Financial Group, Inc. | 0002012516 | Jul 31, 2024 | 91 | $130.1M |
| Blacksheep Fund Management Ltd | 0001800249 | Aug 14, 2024 | 4 | $130.1M |
| Pivotal bioVenture Partners Investment Advisor LLC | 0001844645 | Aug 13, 2024 | 10 | $130.1M |
| Brown Financial Advisory | 0001843853 | Jul 25, 2024 | 32 | $130.1M |
| Prospect Financial Services LLC | 0002012519 | Jul 15, 2024 | 75 | $130.0M |
| Meixler Investment Management, Ltd. | 0001911615 | Jul 26, 2024 | 99 | $130.0M |
| Richardson Capital Management LLC | 0001621646 | Jul 26, 2024 | 185 | $129.9M |
| Shorepath Capital Management LLC | 0002012685 | Aug 14, 2024 | 22 | $129.9M |
| SFI Advisors, LLC | 0001911308 | Aug 14, 2024 | 75 | $129.8M |
| STAR Financial Bank | 0001965329 | Aug 7, 2024 | 110 | $129.8M |
| Ti-Trust, Inc. | 0001802284 | Jul 26, 2024 | 122 | $129.7M |
| University of Chicago | 0000314957 | Jul 15, 2024 | 7 | $129.7M |
| Broadwater Capital Management LLC | 0002084339 | Feb 3, 2026 | 238 | $129.7M |
| Refined Wealth Management | 0001724729 | Jul 18, 2024 | 28 | $129.7M |
| Castlekeep Investment Advisors LLC | 0001404780 | Feb 14, 2025 | 93 | $129.7M |
| XXEC, Inc. | 0001828822 | Aug 9, 2024 | 23 | $129.6M |
| Semus Wealth Partners LLC | 0001964775 | Jul 31, 2024 | 115 | $129.5M |
| Smallwood Wealth Investment Management, LLC | 0001921304 | Jul 26, 2024 | 67 | $129.5M |
| Brightwater Advisory LLC | 0002034566 | Sep 10, 2024 | 62 | $129.5M |
| Clarity Capital Advisors, LLC | 0002011219 | Aug 12, 2024 | 78 | $129.4M |
| Continental Advisors LLC | 0001277779 | Aug 14, 2024 | 35 | $129.4M |
| Arosa Capital Management LP | 0001596053 | Aug 14, 2024 | 29 | $129.3M |
| EdgeRock Capital LLC | 0001908378 | Jul 24, 2024 | 287 | $129.2M |
| Vannoy Advisory Group, Inc. | 0002011808 | Jul 17, 2024 | 27 | $129.1M |
| MB Generational Wealth, LLC | 0002009056 | Jul 24, 2024 | 54 | $129.0M |
| NRI Wealth Management LC | 0002027950 | Aug 7, 2024 | 27 | $129.0M |
| Hofer & Associates. Inc | 0001958491 | Jul 18, 2024 | 56 | $129.0M |
| Mullaney, Keating & Wright, Inc. | 0002135840 | May 29, 2026 | 53 | $129.0M |
| Community Bank of Raymore | 0001599923 | Jul 16, 2024 | 76 | $128.8M |
| Client First Investment Management LLC | 0002018284 | Aug 13, 2024 | 25 | $128.8M |
| Avid Wealth Partners LLC | 0001992344 | Jul 19, 2024 | 39 | $128.7M |
| GeoSphere Capital Management, LLC | 0001426876 | Aug 14, 2024 | 26 | $128.7M |
| Pinnacle West Asset Management, Inc. | 0001975730 | Aug 7, 2024 | 105 | $128.6M |
| RiverGlades Family Offices LLC | 0001619779 | Aug 13, 2024 | 80 | $128.6M |
| Wallace Hart LLC | 0002018963 | Aug 13, 2024 | 29 | $128.6M |
| Financial Symmetry Inc | 0002004843 | Jul 10, 2024 | 41 | $128.6M |
| Farrell Financial LLC | 0002031235 | Jul 24, 2024 | 66 | $128.4M |
| Paragon Financial Partners, Inc. | 0001910845 | Aug 2, 2024 | 84 | $128.4M |
| Landmark Wealth Management, LLC | 0001728778 | Jul 25, 2024 | 49 | $128.3M |
| Secured Retirement Advisors, LLC | 0002012356 | Aug 9, 2024 | 116 | $128.3M |
| Valley Brook Capital Group, Inc. | 0001851418 | Jul 26, 2024 | 112 | $128.3M |
| Paladin Advisory Group, LLC | 0001899703 | Jul 24, 2024 | 225 | $128.3M |
| Tenon Financial LLC | 0002020781 | Jul 26, 2024 | 41 | $128.2M |
| Peoples Bank | 0001998269 | Jul 15, 2024 | 274 | $128.2M |
| Cascade Investment Group, Inc. | 0000919447 | Jul 16, 2024 | 129 | $128.1M |
| Bancreek Capital Management, LP | 0001852042 | Aug 9, 2024 | 20 | $128.1M |
| Clio Asset Management LLC | 0001986196 | Jul 17, 2024 | 12 | $128.0M |
| Wealth Forward, LLC | 0002012773 | Jul 19, 2024 | 32 | $128.0M |
| Cottonwood Capital Advisors, LLC | 0001903321 | Jul 16, 2024 | 112 | $128.0M |
| Arrien Investments, Inc. | 0002052048 | Apr 10, 2025 | 39 | $127.9M |
| Piper Sandler & Co. | 0000724683 | Aug 8, 2024 | 17 | $127.9M |
| Algorithmic Investment Models, LLC | 0001806628 | Aug 12, 2024 | 47 | $127.9M |
| Walker Financial Services, Inc. | 0001965479 | Jul 15, 2024 | 26 | $127.9M |
| Hein Park Capital Management LP | 0001826937 | Aug 14, 2024 | 3 | $127.9M |
| BayBridge Capital Group, LLC | 0001898297 | Aug 2, 2024 | 83 | $127.9M |
| Tilia Fiduciary Partners, Inc. | 0001910210 | Jul 11, 2024 | 97 | $127.9M |
| Atmos Advisory, LLC | 0001905162 | Jul 10, 2024 | 20 | $127.8M |
| WESPAC Advisors, LLC | 0001484540 | Jul 30, 2024 | 142 | $127.8M |
| Windham Capital Management, LLC | 0001512415 | Aug 14, 2024 | 44 | $127.7M |
| Steinberg Asset Management LLC | 0001169883 | Aug 14, 2024 | 43 | $127.7M |
| Foundation Wealth Management, LLC | 0001966351 | Aug 13, 2024 | 45 | $127.6M |
| Mork Capital Management, LLC | 0001626494 | Aug 14, 2024 | 106 | $127.6M |
| Ariadne Wealth Management, LP | 0002034793 | Aug 26, 2024 | 159 | $127.5M |
| Forbes Financial Planning, Inc. | 0001911316 | Jul 25, 2024 | 30 | $127.3M |
| Thor Investment Management Inc. /Oh/ | 0000883734 | Jul 9, 2026 | 42 | $127.3M |
| Eschler Asset Management LLP | 0001910874 | Aug 14, 2024 | 50 | $127.2M |
| Campion Asset Management | 0001843492 | Aug 14, 2024 | 95 | $127.2M |
| Gerber, LLC | 0002014164 | Jul 22, 2024 | 93 | $127.1M |
| Custom Portfolio Group LLC | 0002034330 | Aug 27, 2024 | 236 | $127.0M |
| Charter Research & Investment Group, Inc. | 0001666624 | Aug 14, 2024 | 81 | $126.9M |
| Sprinkle Financial Consultants LLC | 0002011593 | Jul 26, 2024 | 67 | $126.9M |
| Howard Wealth Management, LLC | 0001766286 | Aug 2, 2024 | 93 | $126.8M |
| Terra Nova Asset Management LLC | 0001658652 | Jul 15, 2024 | 82 | $126.7M |
| Spring Capital Management, LLC | 0001899146 | Jul 12, 2024 | 27 | $126.7M |
| Basepoint Wealth LLC | 0002088236 | Oct 16, 2025 | 111 | $126.7M |
| Ehrlich Financial Group | 0002010632 | Jul 12, 2024 | 100 | $126.7M |
| Discipline Wealth Solutions, LLC | 0002010507 | Aug 7, 2024 | 28 | $126.7M |
| Lattice Capital Management, LLC | 0001710207 | Aug 12, 2024 | 30 | $126.7M |
| Shepherd Kaplan Krochuk, LLC | 0001218583 | Aug 14, 2024 | 57 | $126.6M |
| Rosalind Advisors, Inc. | 0001622627 | Jul 12, 2024 | 35 | $126.5M |
| Syntax Research, Inc. | 0001999827 | Jul 24, 2024 | 174 | $126.4M |
| Lauer Wealth, LLC | 0001860063 | Jul 16, 2024 | 44 | $126.4M |
| Sippican Capital Advisors | 0001557406 | Aug 6, 2024 | 113 | $126.4M |
| Newport Capital Group, LLC | 0001869032 | Aug 16, 2024 | 50 | $126.3M |
| Armor Advisors, L.L.C. | 0001600698 | Aug 14, 2024 | 11 | $126.3M |