| Darden Wealth Group Inc | 0002011221 | Nov 12, 2024 | 104 | $139.4M |
| Clarity Capital Advisors, LLC | 0002011219 | Nov 12, 2024 | 79 | $139.4M |
| Westfuller Advisors, LLC | 0002024115 | Nov 7, 2024 | 82 | $139.3M |
| FSC Wealth Advisors, LLC | 0001925685 | Oct 22, 2024 | 291 | $139.3M |
| Valley Brook Capital Group, Inc. | 0001851418 | Oct 31, 2024 | 117 | $139.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 0002042011 | Oct 31, 2024 | 158 | $139.2M |
| OneAscent Financial Services LLC | 0001780985 | Nov 7, 2024 | 183 | $139.0M |
| Kopion Asset Management, LLC | 0001728689 | Oct 15, 2024 | 19 | $138.9M |
| Marquette Associates, Inc. | 0002042617 | Nov 14, 2024 | 34 | $138.9M |
| MB Generational Wealth, LLC | 0002009056 | Nov 7, 2024 | 57 | $138.9M |
| Lynx Investment Advisory | 0002028812 | Nov 4, 2024 | 142 | $138.9M |
| BayBridge Capital Group, LLC | 0001898297 | Oct 23, 2024 | 92 | $138.8M |
| Secured Retirement Advisors, LLC | 0002012356 | Oct 29, 2024 | 119 | $138.8M |
| Clayton Partners LLC | 0001550509 | Nov 13, 2024 | 38 | $138.8M |
| Forbes Financial Planning, Inc. | 0001911316 | Oct 29, 2024 | 30 | $138.8M |
| 1620 Investment Advisors, Inc. | 0001907281 | Oct 25, 2024 | 705 | $138.7M |
| Cook & Bynum Capital Management, LLC | 0001542280 | Nov 14, 2024 | 5 | $138.6M |
| Vida Ventures Advisors, LLC | 0001831423 | Oct 8, 2024 | 6 | $138.6M |
| Arrien Investments, Inc. | 0002052048 | Apr 10, 2025 | 37 | $138.5M |
| Draper Asset Management, LLC | 0001847921 | Nov 12, 2024 | 16 | $138.5M |
| Alethea Capital Management, LLC | 0001549408 | Nov 14, 2024 | 30 | $138.5M |
| Moon Capital Management LP | 0001387303 | Nov 12, 2024 | 17 | $138.2M |
| Dominguez Wealth Management Solutions, Inc. | 0001881335 | Oct 3, 2024 | 61 | $138.2M |
| Signature Wealth Management Partners, LLC | 0001824694 | Oct 25, 2024 | 104 | $138.1M |
| FMA Wealth Management, LLC | 0002011155 | Oct 15, 2024 | 43 | $137.9M |
| Primoris Wealth Advisors, LLC | 0001909619 | Nov 1, 2024 | 101 | $137.7M |
| Vannoy Advisory Group, Inc. | 0002011808 | Oct 18, 2024 | 27 | $137.5M |
| SCP Investment, LP | 0001730961 | Nov 8, 2024 | 46 | $137.5M |
| Charles Schwab Trust Bank | 0001776551 | Nov 14, 2024 | 1 | $137.5M |
| Ategra Capital Management, LLC | 0001741369 | Nov 13, 2024 | 19 | $137.5M |
| StoneCrest Wealth Management, Inc. | 0002008409 | Oct 8, 2024 | 60 | $137.5M |
| Priebe Wealth Holdings LLC | 0002009646 | Oct 10, 2024 | 65 | $137.3M |
| Settian Capital LP | 0001911113 | Nov 13, 2024 | 29 | $137.2M |
| KRS Capital Management, LLC | 0001910876 | Oct 15, 2024 | 116 | $137.2M |
| Eagle Wealth Strategies LLC | 0002009882 | Oct 8, 2024 | 110 | $137.1M |
| Lewis Asset Management, LLC | 0002004520 | Oct 31, 2024 | 131 | $137.1M |
| Thor Investment Management Inc. /Oh/ | 0000883734 | Jul 9, 2026 | 43 | $137.0M |
| Prossimo Advisors, LLC | 0001965307 | Oct 29, 2024 | 140 | $136.9M |
| MidAtlantic Capital Management, Inc. | 0002042068 | Nov 7, 2024 | 241 | $136.9M |
| Chapman Investment Management, LLC | 0001751006 | Oct 28, 2024 | 31 | $136.9M |
| English Capital Management LLC | 0002010442 | Nov 12, 2024 | 31 | $136.8M |
| Pullen Investment Management, LLC | 0002011668 | Oct 24, 2024 | 100 | $136.8M |
| Wallace Advisory Group, LLC | 0001932645 | Oct 4, 2024 | 177 | $136.7M |
| DSC Meridian Capital LP | 0001970572 | Nov 13, 2024 | 16 | $136.6M |
| Ulland Investment Advisors, LLC | 0001911497 | Oct 15, 2024 | 205 | $136.6M |
| Paragon Financial Partners, Inc. | 0001910845 | Oct 15, 2024 | 83 | $136.5M |
| Shorepath Capital Management LLC | 0002012685 | Nov 14, 2024 | 23 | $136.5M |
| Longview Financial Advisors, Inc. | 0001786915 | Oct 18, 2024 | 46 | $136.5M |
| Cascade Investment Group, Inc. | 0000919447 | Oct 15, 2024 | 129 | $136.4M |
| 13D Management LLC | 0001600133 | Nov 14, 2024 | 22 | $136.4M |
| Pacific Financial Group Inc. | 0001279926 | Nov 13, 2024 | 55 | $136.4M |
| Cottonwood Capital Advisors, LLC | 0001903321 | Nov 4, 2024 | 120 | $136.2M |
| Algorithmic Investment Models, LLC | 0001806628 | Nov 5, 2024 | 49 | $136.2M |
| Campion Asset Management | 0001843492 | Nov 13, 2024 | 92 | $136.2M |
| M3 Advisory Group, LLC | 0002014826 | Oct 17, 2024 | 152 | $136.2M |
| Patrick M Sweeney & Associates, Inc. | 0002010453 | Oct 22, 2024 | 151 | $136.1M |
| Gerber, LLC | 0002014164 | Oct 21, 2024 | 95 | $136.1M |
| Brightwater Advisory LLC | 0002034566 | Oct 8, 2024 | 60 | $135.9M |
| Newport Capital Group, LLC | 0001869032 | Nov 12, 2024 | 55 | $135.7M |
| Broadwater Capital Management LLC | 0002084339 | Feb 3, 2026 | 238 | $135.7M |
| Crawford Fund Management, LLC | 0001816427 | Nov 14, 2024 | 31 | $135.7M |
| Basepoint Wealth LLC | 0002088236 | Oct 16, 2025 | 111 | $135.6M |
| Charter Research & Investment Group, Inc. | 0001666624 | Nov 12, 2024 | 84 | $135.6M |
| Paragon Capital Management Inc. | 0002038506 | Oct 16, 2024 | 67 | $135.6M |
| Paladin Advisory Group, LLC | 0001899703 | Nov 5, 2024 | 235 | $135.6M |
| Meixler Investment Management, Ltd. | 0001911615 | Nov 4, 2024 | 104 | $135.5M |
| Continental Advisors LLC | 0001277779 | Nov 14, 2024 | 33 | $135.5M |
| Thompson Davis & Co., Inc. | 0001017284 | Nov 8, 2024 | 126 | $135.4M |
| Vienna Asset Management LLC | 0001913545 | Nov 14, 2024 | 43 | $135.4M |
| SeaTown Holdings Pte. Ltd. | 0001512367 | Nov 1, 2024 | 14 | $135.4M |
| Emergent Wealth Advisors, LLC | 0001799880 | Dec 16, 2025 | 109 | $135.3M |
| Providence Wealth Advisors, LLC | 0001744955 | Nov 14, 2024 | 82 | $135.2M |
| Vermillion & White Wealth Management Group, LLC | 0001862443 | Nov 13, 2024 | 353 | $135.2M |
| Tevis Investment Management | 0001940416 | Oct 28, 2024 | 88 | $135.2M |
| Retireful, LLC | 0001919176 | Nov 8, 2024 | 66 | $135.1M |
| WESPAC Advisors, LLC | 0001484540 | Nov 12, 2024 | 150 | $135.1M |
| Wintrust Investments LLC | 0000049096 | Nov 12, 2024 | 530 | $135.1M |
| LWM Advisory Services, LLC | 0001697716 | Nov 13, 2024 | 93 | $135.0M |
| Mainsail Asset Management, LLC | 0002016972 | Oct 18, 2024 | 60 | $134.9M |
| Pacific Wealth Strategies Group, Inc. | 0001766571 | Oct 28, 2024 | 49 | $134.9M |
| Heights Capital Management, Inc. | 0001081698 | Nov 14, 2024 | 138 | $134.8M |
| Terra Nova Asset Management LLC | 0001658652 | Oct 16, 2024 | 84 | $134.7M |
| Elevate Wealth Advisory, Inc. | 0002011651 | Nov 13, 2024 | 121 | $134.7M |
| AlphaCentric Advisors LLC | 0001913464 | Oct 30, 2024 | 230 | $134.5M |
| Wayfinding Financial, LLC | 0001898131 | Nov 4, 2024 | 37 | $134.5M |
| WealthTrust Asset Management, LLC | 0001867894 | Nov 12, 2024 | 87 | $134.2M |
| Oceanside Advisors LLC | 0002012184 | Oct 28, 2024 | 49 | $134.2M |
| Rareview Capital LLC | 0002044533 | Nov 13, 2024 | 49 | $133.9M |
| CAP Partners, LLC | 0002006870 | Nov 7, 2024 | 130 | $133.9M |
| Dentgroup LLC | 0001867570 | Oct 2, 2024 | 82 | $133.8M |
| Kingdom Financial Group LLC. | 0001962236 | Nov 12, 2024 | 49 | $133.8M |
| Silvia McColl Wealth Management, LLC | 0001991983 | Oct 3, 2024 | 108 | $133.6M |
| Andrew Hill Investment Advisors, Inc. | 0001897071 | Oct 17, 2024 | 51 | $133.5M |
| Amitell Capital Pte Ltd | 0001807559 | Nov 13, 2024 | 38 | $133.5M |
| Indie Asset Partners, LLC | 0001802244 | Oct 29, 2024 | 116 | $133.5M |
| OmniStar Financial Group, Inc. | 0001698777 | Oct 17, 2024 | 123 | $133.5M |
| Banco de Sabadell, S.A | 0001730299 | Nov 14, 2024 | 60 | $133.5M |
| Sfm, LLC | 0002064225 | Apr 17, 2025 | 55 | $133.4M |
| Madison Park Capital Advisors, LLC | 0001993022 | Oct 18, 2024 | 75 | $133.4M |
| Dean, Jacobson Financial Services, LLC | 0001869456 | Oct 25, 2024 | 16 | $133.2M |