| Pingora Partners LLC | 0002011176 | Feb 14, 2025 | 224 | $152.5M |
| Spahn Wealth & Retirement LLC | 0001949033 | Feb 12, 2025 | 31 | $152.5M |
| Cary Street Partners Investment Advisory LLC | 0001766904 | Feb 14, 2025 | 515 | $152.5M |
| Renaissance Capital LLC | 0001535058 | Jan 24, 2025 | 25 | $152.4M |
| Fortis Advisors, LLC | 0001697478 | Jan 14, 2025 | 108 | $152.4M |
| Visionary Horizons, LLC | 0002003615 | Jan 28, 2025 | 89 | $152.4M |
| Elkhorn Partners Limited Partnership | 0000928400 | Feb 13, 2025 | 42 | $152.3M |
| Echo45 Advisors LLC | 0001908617 | Jan 17, 2025 | 52 | $152.3M |
| Legacy Investment Solutions, LLC | 0002044858 | Feb 14, 2025 | 745 | $152.3M |
| Legacy Wealth Managment, LLC | 0002045082 | Feb 13, 2025 | 745 | $152.3M |
| RiverTree Advisors, LLC | 0001872501 | Jan 16, 2025 | 46 | $152.2M |
| West Bancorporation Inc. | 0001166928 | Jan 23, 2025 | 95 | $152.2M |
| Vesey Street Capital Partners, L.L.C. | 0001910342 | Feb 5, 2025 | 1 | $152.2M |
| Claris Financial LLC | 0002060278 | Jun 17, 2025 | 153 | $152.2M |
| Arosa Capital Management LP | 0001596053 | Feb 14, 2025 | 33 | $152.1M |
| Able Wealth Management LLC | 0002011908 | Feb 3, 2025 | 96 | $152.1M |
| Mork Capital Management, LLC | 0001626494 | Feb 14, 2025 | 121 | $152.0M |
| Red Tree Management, LLC | 0002055980 | Feb 14, 2025 | 4 | $152.0M |
| Financial Designs Corp | 0001561383 | Jan 21, 2025 | 20 | $151.8M |
| Treasure Coast Financial Planning | 0001911307 | Jan 31, 2025 | 37 | $151.8M |
| Main Line Retirement Advisors, LLC | 0001809416 | Jan 22, 2025 | 40 | $151.8M |
| Paradigm, Strategies in Wealth Management, LLC | 0001859579 | Jan 14, 2025 | 50 | $151.7M |
| Boyar Asset Management Inc. | 0001218254 | Feb 14, 2025 | 78 | $151.6M |
| Hedges Asset Management LLC | 0001906202 | Jan 17, 2025 | 110 | $151.5M |
| Griffith & Werner, Inc. | 0002057200 | Feb 20, 2025 | 69 | $151.5M |
| Robinson Value Management, Ltd. | 0001694283 | Jan 28, 2025 | 75 | $151.5M |
| Bridge Generations Wealth Management LLC | 0002056071 | Feb 13, 2025 | 97 | $151.4M |
| Green Court Capital Management Ltd | 0001710785 | Feb 6, 2025 | 3 | $151.3M |
| Sterling Investment Counsel, LLC | 0001925853 | Jan 22, 2025 | 128 | $151.3M |
| Greenhouse Wealth Management, LLC | 0001843566 | Jan 15, 2025 | 60 | $151.3M |
| Efficient Frontier Advisors LLC | 0002011188 | Jan 28, 2025 | 17 | $151.2M |
| Costello Asset Management, INC | 0001760145 | Jan 24, 2025 | 188 | $151.2M |
| Sanctuary Wealth Management, L.L.C. | 0001728436 | Feb 12, 2025 | 272 | $151.2M |
| Lakeside Advisors, INC. | 0001913467 | Feb 3, 2025 | 63 | $151.1M |
| Stegner Investment Associates Inc. | 0001907433 | Feb 6, 2025 | 27 | $151.1M |
| RedJay Asset Management Inc. | 0002057370 | Feb 21, 2025 | 16 | $151.1M |
| Wolff Wiese Magana LLC | 0001832097 | Jan 14, 2025 | 958 | $151.0M |
| Semus Wealth Partners LLC | 0001964775 | Jan 31, 2025 | 112 | $151.0M |
| Cadence Wealth Management LLC | 0001845250 | Feb 10, 2025 | 47 | $151.0M |
| Defined Wealth Management, LLC | 0001849518 | Jan 15, 2025 | 106 | $151.0M |
| LifeWealth Investments, LLC | 0002033794 | Feb 26, 2025 | 148 | $150.9M |
| Bullseye Investment Management, LLC | 0001912451 | Feb 12, 2025 | 76 | $150.9M |
| Bastion Asset Management Inc. | 0001977794 | Feb 14, 2025 | 46 | $150.8M |
| Solas Capital Management, LLC | 0001604867 | Feb 14, 2025 | 19 | $150.6M |
| Horizon Family Wealth, Inc. | 0001910660 | Feb 11, 2025 | 81 | $150.5M |
| Blue Door Asset Management, LLC | 0001909147 | Feb 14, 2025 | 13 | $150.5M |
| DSC Meridian Capital LP | 0001970572 | Feb 7, 2025 | 14 | $150.4M |
| Palouse Capital Management, Inc. | 0001056516 | Jan 30, 2025 | 139 | $150.4M |
| MWA Asset Management | 0001903058 | Jan 28, 2025 | 125 | $150.4M |
| OMNI 360 Wealth, Inc. | 0002010436 | Oct 27, 2025 | 111 | $150.4M |
| Pelham Capital Ltd. | 0001654111 | Jan 28, 2025 | 12 | $150.3M |
| Fidelity D & D Bancorp Inc. | 0001098151 | Feb 27, 2025 | 110 | $150.2M |
| National Wealth Management Group, LLC | 0001977723 | Feb 12, 2025 | 146 | $150.2M |
| Arthedge Capital Management, LLC | 0001846503 | Feb 14, 2025 | 10 | $150.2M |
| BRIGHT VALLEY CAPITAL Ltd | 0001965546 | Feb 14, 2025 | 8 | $150.2M |
| 2UniFi Bank | 0002040900 | Jan 31, 2025 | 516 | $150.2M |
| Apis Capital Advisors, LLC | 0001386892 | Feb 14, 2025 | 29 | $150.1M |
| Channing Global Advisors, LLC | 0001901222 | Jan 29, 2025 | 50 | $150.1M |
| Western Standard LLC | 0001517666 | Feb 14, 2025 | 23 | $150.1M |
| Williamson Legacy Group, LLC | 0002011965 | Feb 5, 2025 | 115 | $150.0M |
| LeClair Wealth Partners LLC | 0002056667 | Feb 14, 2025 | 96 | $150.0M |
| Stonebridge Advisors LLC | 0001367441 | Feb 12, 2025 | 4 | $149.9M |
| Bain Capital Public Equity, LP | 0001962552 | Feb 14, 2025 | 27 | $149.9M |
| Sectoral Asset Management Inc. | 0001274413 | Feb 14, 2025 | 86 | $149.8M |
| Spectrum Investment Advisors, Inc. | 0001856042 | Jan 28, 2025 | 27 | $149.8M |
| R.H. Dinel Investment Counsel, Inc. | 0001598352 | Jan 17, 2025 | 42 | $149.8M |
| W.H. Cornerstone Investments Inc. | 0001940823 | Jan 30, 2025 | 118 | $149.8M |
| Argus Investors' Counsel, Inc. | 0000007195 | Jan 27, 2025 | 117 | $149.8M |
| Andrews, Lucia Wealth Management LLC | 0001906227 | Jan 15, 2025 | 26 | $149.7M |
| McGinn Penninger Investment Management, Inc. | 0001845031 | Feb 12, 2025 | 25 | $149.7M |
| Beacon Financial Strategies CORP | 0002084239 | Sep 25, 2025 | 35 | $149.7M |
| Albert D Mason Inc. | 0001169318 | Jan 15, 2025 | 145 | $149.6M |
| Objective Capital Management, LLC | 0001924152 | Mar 18, 2025 | 138 | $149.6M |
| Nicholson Wealth Management Group, LLC | 0002035982 | Feb 3, 2025 | 99 | $149.6M |
| Lauer Wealth, LLC | 0001860063 | Jan 15, 2025 | 36 | $149.5M |
| Melfa Wealth Management, Inc. | 0001962465 | Jan 17, 2025 | 202 | $149.5M |
| Rainwater Charitable Foundation | 0001729139 | Feb 12, 2025 | 4 | $149.5M |
| Kapitalo Investimentos Ltda | 0001798686 | Feb 14, 2025 | 274 | $149.5M |
| Successful Portfolios LLC | 0001721780 | Jan 16, 2025 | 161 | $149.5M |
| Certus Wealth Management, LLC | 0001989526 | Feb 11, 2025 | 57 | $149.4M |
| Robocap Asset Management Ltd | 0002030580 | Jan 28, 2025 | 25 | $149.3M |
| Pring Turner Capital Group Inc. | 0001568839 | Feb 4, 2025 | 66 | $149.3M |
| Crawford Fund Management, LLC | 0001816427 | Feb 14, 2025 | 33 | $149.3M |
| Clarity Capital Advisors, LLC | 0002011219 | Jan 22, 2025 | 79 | $149.3M |
| Ti-Trust, Inc. | 0001802284 | Jan 22, 2025 | 125 | $149.3M |
| Ring Mountain Capital, LLC | 0002051343 | Feb 6, 2025 | 89 | $149.3M |
| Ampersand Capital Group, L.P. | 0002059671 | Apr 9, 2025 | 7 | $149.3M |
| Sebold Capital Management, Inc. | 0001972836 | Jan 14, 2025 | 71 | $149.2M |
| Myriad Asset Management US LP | 0001857187 | Jan 30, 2025 | 53 | $149.2M |
| Barnes Wealth Management Group, Inc | 0002066194 | May 12, 2025 | 139 | $149.1M |
| Penney Financial, LLC | 0002049857 | Jan 23, 2025 | 39 | $149.1M |
| Serenity Capital Management Pte. LTD. | 0001934957 | Feb 13, 2025 | 5 | $149.0M |
| Hofer & Associates. Inc | 0001958491 | Jan 24, 2025 | 60 | $149.0M |
| Oracle Investment Management Inc. | 0001012622 | Feb 14, 2025 | 13 | $148.9M |
| Sard Wealth Management Group, LLC | 0002010095 | Jan 15, 2025 | 46 | $148.9M |
| Endowment Wealth Management, Inc. | 0001904477 | Feb 7, 2025 | 138 | $148.9M |
| Longview Financial Advisors LLC | 0002076077 | Aug 6, 2025 | 134 | $148.9M |
| Councilmark Asset Management, LLC | 0002022076 | Feb 11, 2025 | 80 | $148.9M |
| Creegan & Nassoura Financial Group, LLC | 0001631054 | Feb 14, 2025 | 74 | $148.8M |
| Anchorage Capital Advisors, L.P. | 0002007642 | Feb 14, 2025 | 6 | $148.6M |