| Blackston Financial Advisory Group, LLC | 0001910984 | Feb 26, 2026 | 93 | $147.4M |
| Hofer & Associates. Inc | 0001958491 | Apr 23, 2025 | 57 | $147.3M |
| Certus Wealth Management, LLC | 0001989526 | May 13, 2025 | 53 | $147.3M |
| Diversified Investment Strategies, LLC | 0001427196 | May 13, 2025 | 52 | $147.2M |
| West Bancorporation Inc. | 0001166928 | Apr 25, 2025 | 93 | $147.2M |
| Marshall & Sterling Wealth Advisors Inc. | 0002056315 | May 15, 2025 | 640 | $147.1M |
| Albert D Mason Inc. | 0001169318 | Apr 16, 2025 | 144 | $147.1M |
| LFA - Lugano Financial Advisors SA | 0001737871 | Apr 28, 2025 | 191 | $147.1M |
| Eliot Finkel Investment Counsel, LLC | 0001641643 | May 9, 2025 | 30 | $147.0M |
| Successful Portfolios LLC | 0001721780 | Apr 11, 2025 | 158 | $147.0M |
| Channing Global Advisors, LLC | 0001901222 | Apr 22, 2025 | 47 | $147.0M |
| Wolff Wiese Magana LLC | 0001832097 | Apr 22, 2025 | 993 | $146.9M |
| Seamount Financial Group Inc. | 0002011267 | Apr 30, 2025 | 98 | $146.9M |
| Forefront Wealth Partners, LLC | 0002068112 | May 14, 2025 | 128 | $146.9M |
| FFG Retirement Advisors LLC | 0001966438 | Apr 14, 2025 | 43 | $146.9M |
| Asset Management Advisors, LLC | 0001596355 | Apr 8, 2025 | 16 | $146.8M |
| Ables, Iannone, Moore & Associates, Inc. | 0002013713 | Apr 8, 2025 | 57 | $146.8M |
| Destiny Capital Corp | 0001965275 | Apr 16, 2025 | 46 | $146.7M |
| R.H. Dinel Investment Counsel, Inc. | 0001598352 | Apr 14, 2025 | 42 | $146.6M |
| Kiker Wealth Management, LLC | 0002042502 | May 15, 2025 | 715 | $146.6M |
| Palouse Capital Management, Inc. | 0001056516 | Apr 16, 2025 | 136 | $146.5M |
| Masterton Capital Management, LP | 0001817145 | May 15, 2025 | 21 | $146.5M |
| Fee-Only Financial Planning, L.C. | 0001954044 | May 2, 2025 | 41 | $146.5M |
| GGM Financial LLC | 0002021722 | Apr 11, 2025 | 61 | $146.5M |
| Bradley & Co. Private Wealth Management, LLC | 0001861678 | May 1, 2025 | 190 | $146.4M |
| Beaconlight Capital, LLC | 0001569537 | May 15, 2025 | 21 | $146.3M |
| Orchard Capital Management, LLC | 0001858319 | May 15, 2025 | 40 | $146.2M |
| Noble Wealth Management PBC | 0002055065 | Apr 15, 2025 | 498 | $146.2M |
| Crystal Rock Capital Management | 0001510668 | May 6, 2025 | 27 | $146.2M |
| Q3 Asset Management | 0001732543 | May 1, 2025 | 56 | $146.2M |
| Lowery Thomas, LLC | 0001919701 | May 5, 2025 | 55 | $146.2M |
| Mainsail Asset Management, LLC | 0002016972 | May 12, 2025 | 64 | $146.1M |
| Prospect Capital Advisors, LLC | 0001632368 | May 15, 2025 | 28 | $146.1M |
| LRT Capital Management, LLC | 0001798923 | May 15, 2025 | 81 | $146.0M |
| Corus Family Wealth Advisors | 0001894830 | May 7, 2025 | 64 | $146.0M |
| Stonebridge Advisors LLC | 0001367441 | May 2, 2025 | 3 | $146.0M |
| KMT Wealth Management, LLC | 0002058235 | May 15, 2025 | 16 | $145.9M |
| FourWorld Capital Management LLC | 0001770525 | May 15, 2025 | 21 | $145.9M |
| Massachusetts Wealth Management | 0001966011 | Apr 17, 2025 | 83 | $145.8M |
| Immersion Capital LLP | 0001636441 | May 15, 2025 | 10 | $145.8M |
| FPC Investment Advisory, Inc. | 0002021217 | May 6, 2025 | 27 | $145.7M |
| Wafra Inc. | 0000920440 | May 13, 2025 | 2 | $145.6M |
| Aufman Associates Inc | 0001801573 | May 14, 2025 | 57 | $145.5M |
| Insight Inv LLC | 0001909322 | Apr 25, 2025 | 133 | $145.4M |
| Allen Wealth Management, LLC | 0002012003 | May 13, 2025 | 61 | $145.2M |
| Ahl Investment Management, Inc. | 0001908425 | Apr 14, 2025 | 68 | $145.1M |
| Strategic Financial Planning, Inc. | 0001802277 | May 14, 2025 | 35 | $145.0M |
| Aberdeen Wealth Management LLC | 0001802654 | May 16, 2025 | 159 | $145.0M |
| TSG Consumer Partners LP | 0001910156 | May 8, 2025 | 1 | $144.9M |
| Ampersand Capital Group, L.P. | 0002059671 | May 15, 2025 | 7 | $144.9M |
| Syntax Research, Inc. | 0001999827 | May 7, 2025 | 175 | $144.8M |
| Lake Hills Wealth Management, LLC | 0001705594 | Apr 11, 2025 | 42 | $144.8M |
| W.H. Cornerstone Investments Inc. | 0001940823 | May 9, 2025 | 110 | $144.7M |
| Kopp Family Office, LLC | 0001683689 | May 14, 2025 | 28 | $144.7M |
| Cascade Wealth Advisors, Inc | 0002018936 | May 9, 2025 | 41 | $144.6M |
| Archer Investment Management, LLC | 0002052868 | Apr 9, 2025 | 57 | $144.6M |
| Wallace Advisory Group, LLC | 0001932645 | Apr 9, 2025 | 187 | $144.5M |
| L.K. Benson & Company, P.C. | 0002055235 | Apr 25, 2025 | 98 | $144.4M |
| Kellett Wealth Advisors, LLC | 0001910381 | Apr 23, 2025 | 73 | $144.4M |
| Clark Financial Services Group Inc. | 0001001011 | May 15, 2025 | 95 | $144.3M |
| Meixler Investment Management, Ltd. | 0001911615 | May 8, 2025 | 101 | $144.3M |
| Monument Group Wealth Advisors, LLC | 0001965665 | Apr 24, 2025 | 51 | $144.3M |
| Summit Securities Group LLC | 0001531593 | May 13, 2025 | 621 | $144.2M |
| MWA Asset Management | 0001903058 | May 9, 2025 | 118 | $144.2M |
| Granite Group Advisors, LLC | 0002018114 | May 6, 2025 | 77 | $144.1M |
| Mission Hills Financial Advisory, LLC | 0002043220 | Apr 23, 2025 | 37 | $144.1M |
| LWM Advisory Services, LLC | 0001697716 | May 13, 2025 | 96 | $144.0M |
| Lummis Asset Management, LP | 0002011652 | May 15, 2025 | 163 | $144.0M |
| Conscious Wealth Investments, LLC | 0002011014 | May 13, 2025 | 53 | $144.0M |
| Summit Rock Advisors, LP | 0001540951 | May 9, 2025 | 2 | $144.0M |
| Strive Asset Management, LLC | 0001954109 | May 20, 2025 | 116 | $143.9M |
| MRWM Advisors, LLC | 0001732949 | Aug 27, 2025 | 74 | $143.9M |
| Christian Investment Advisors, Inc. | 0002055071 | Apr 15, 2025 | 12 | $143.9M |
| Disciplined Equity Management, Inc. | 0001909380 | Apr 14, 2025 | 59 | $143.8M |
| Taylor Financial Group, Inc. | 0002012516 | May 12, 2025 | 97 | $143.8M |
| Comprehensive Wealth Management, LLC | 0001535202 | May 13, 2025 | 33 | $143.7M |
| Financial Designs Corp | 0001561383 | Apr 14, 2025 | 20 | $143.6M |
| Paul R. Ried Financial Group, LLC | 0002033053 | Apr 29, 2025 | 29 | $143.6M |
| Papamarkou Wellner Asset Management inc. | 0002063952 | May 14, 2025 | 85 | $143.6M |
| Semus Wealth Partners LLC | 0001964775 | May 7, 2025 | 114 | $143.5M |
| Greater Midwest Financial Group, LLC | 0002025409 | May 1, 2025 | 54 | $143.5M |
| Otter Creek Advisors, LLC | 0001640361 | May 13, 2025 | 43 | $143.4M |
| Pinnacle Wealth Management Group, Inc. | 0001868491 | Apr 11, 2025 | 105 | $143.4M |
| SummerHaven Investment Management, LLC | 0001846436 | Apr 16, 2025 | 195 | $143.3M |
| Index Venture Life Associates VI Ltd | 0001865139 | May 15, 2025 | 1 | $143.3M |
| Addis & Hill, Inc | 0002016470 | Apr 10, 2025 | 28 | $143.2M |
| Gould Capital, LLC | 0001908965 | May 14, 2025 | 215 | $143.1M |
| Williams Financial, LLC | 0001846923 | Apr 23, 2025 | 15 | $143.1M |
| Stegner Investment Associates Inc. | 0001907433 | May 5, 2025 | 26 | $143.0M |
| Hager Investment Management Services, LLC | 0002026645 | May 2, 2025 | 307 | $143.0M |
| Hoge Financial Services, LLC | 0001989834 | Apr 21, 2025 | 57 | $143.0M |
| Thoma Capital Management LLC | 0002060298 | Oct 1, 2025 | 59 | $143.0M |
| Clay Northam Wealth Management, LLC | 0001915687 | Apr 25, 2025 | 90 | $142.9M |
| Marathon Mission, Inc. | 0001987261 | Apr 15, 2025 | 45 | $142.9M |
| Toronado Partners, LLC | 0001749611 | May 14, 2025 | 11 | $142.9M |
| Riverchase Wealth Management, LLC | 0002055985 | May 5, 2025 | 66 | $142.8M |
| Conrad N. Hilton Foundation | 0001729242 | May 15, 2025 | 2 | $142.8M |
| Ciovacco Capital Management LLC | 0001653012 | May 12, 2025 | 19 | $142.8M |
| Varde Management, L.P. | 0001559130 | May 15, 2025 | 4 | $142.7M |
| Royal Capital Wealth Management, LLC | 0001904323 | May 15, 2025 | 88 | $142.7M |