| Quarry Hill Advisors, LLC | 0001965346 | Jan 28, 2025 | 45 | $148.6M |
| Stephenson & Company, Inc. | 0002001544 | Jan 23, 2025 | 36 | $148.6M |
| Darden Wealth Group Inc | 0002011221 | Feb 13, 2025 | 106 | $148.5M |
| Ames National Corp. | 0001132651 | Feb 18, 2025 | 68 | $148.5M |
| Independent Order of Foresters | 0001538037 | Feb 12, 2025 | 2 | $148.5M |
| Corus Family Wealth Advisors | 0001894830 | Jan 31, 2025 | 58 | $148.5M |
| Lakehouse Capital Pty Ltd | 0001844830 | Jan 17, 2025 | 13 | $148.3M |
| Ategra Capital Management, LLC | 0001741369 | Feb 14, 2025 | 20 | $148.3M |
| Caldwell Investment Management Ltd. | 0001904373 | Jan 14, 2025 | 34 | $148.3M |
| Manuka Financial, LLC | 0002049064 | Jan 24, 2025 | 46 | $148.2M |
| Burr Financial Services, LLC | 0001966297 | Jan 17, 2025 | 30 | $148.2M |
| Mullaney, Keating & Wright, Inc. | 0002135840 | May 29, 2026 | 60 | $148.1M |
| Aufman Associates Inc | 0001801573 | Feb 12, 2025 | 59 | $148.1M |
| Diametric Capital, LP | 0001719087 | Feb 12, 2025 | 304 | $148.1M |
| Pivotal bioVenture Partners Investment Advisor LLC | 0001844645 | Feb 13, 2025 | 11 | $148.1M |
| Pps&v Asset Management Consultants, Inc. | 0001936380 | Jan 13, 2025 | 40 | $148.0M |
| Peak Retirement Planning, Inc. | 0002056697 | Feb 20, 2025 | 96 | $148.0M |
| Vienna Asset Management LLC | 0001913545 | Feb 14, 2025 | 50 | $147.9M |
| Aegis Wealth Management LLC | 0001628818 | Mar 7, 2025 | 109 | $147.8M |
| Cascade Wealth Advisors, Inc | 0002018936 | Feb 6, 2025 | 48 | $147.7M |
| Cedar Point Capital Partners, LLC | 0001954337 | Jan 17, 2025 | 62 | $147.7M |
| Priebe Wealth Holdings LLC | 0002009646 | Jan 16, 2025 | 67 | $147.5M |
| General Motors Holdings LLC | 0001497345 | Feb 11, 2025 | 5 | $147.5M |
| Financial Symmetry Inc | 0002004843 | Feb 4, 2025 | 44 | $147.5M |
| Conscious Wealth Investments, LLC | 0002011014 | Feb 4, 2025 | 49 | $147.5M |
| Shearwater Capital LLC | 0001905665 | Jan 8, 2025 | 45 | $147.4M |
| Caitlin John, LLC | 0002010947 | Jan 27, 2025 | 843 | $147.2M |
| Financially Speaking Inc | 0002040901 | Feb 11, 2025 | 181 | $147.2M |
| Fig Financial Advisory Services Inc. | 0000753967 | Aug 10, 2026 | 66 | $147.1M |
| DG Capital Management, LLC | 0001512716 | Feb 13, 2025 | 14 | $147.1M |
| Equinox Partners Investment Management LLC | 0000938552 | Feb 4, 2025 | 9 | $147.0M |
| Petra Financial Advisors Inc. | 0001971427 | Feb 10, 2025 | 141 | $147.0M |
| Marathon Mission, Inc. | 0001987261 | Jan 8, 2025 | 48 | $146.9M |
| Sprinkle Financial Consultants LLC | 0002011593 | Jan 28, 2025 | 70 | $146.9M |
| ROI Financial Advisors, LLC | 0002011633 | Feb 13, 2025 | 62 | $146.8M |
| Wealth Advisors Northwest LLC | 0002053892 | Jan 29, 2025 | 55 | $146.8M |
| Guardian Wealth Management, Inc. | 0001910205 | Feb 14, 2025 | 229 | $146.8M |
| 26North Partners LP | 0001950972 | Feb 14, 2025 | 1 | $146.8M |
| Strategic Financial Planning, Inc. | 0001802277 | Feb 13, 2025 | 37 | $146.7M |
| Millstone Evans Group, LLC | 0002041943 | Feb 11, 2025 | 732 | $146.7M |
| Attessa Capital LLC | 0002020560 | Jan 30, 2025 | 40 | $146.7M |
| Lynx Investment Advisory | 0002028812 | Feb 11, 2025 | 146 | $146.6M |
| Penbrook Management LLC | 0001381055 | Jan 23, 2025 | 110 | $146.6M |
| Tilia Fiduciary Partners, Inc. | 0001910210 | Jan 10, 2025 | 106 | $146.6M |
| Millennium Capital Advisors, LLC | 0002097025 | Feb 18, 2026 | 117 | $146.5M |
| Hidden Lake Asset Management LP | 0001750312 | Feb 14, 2025 | 28 | $146.5M |
| Lake Hills Wealth Management, LLC | 0001705594 | Jan 17, 2025 | 61 | $146.4M |
| Kingdom Financial Group LLC. | 0001962236 | Feb 10, 2025 | 50 | $146.3M |
| Vida Ventures Advisors, LLC | 0001831423 | Jan 21, 2025 | 6 | $146.3M |
| Holos Integrated Wealth LLC | 0002080096 | Aug 8, 2025 | 314 | $146.3M |
| First Bancorp, Inc | 0000765207 | Jan 21, 2025 | 119 | $146.2M |
| Promethium Advisors,llc | 0002034073 | Feb 11, 2025 | 127 | $146.1M |
| Thoma Capital Management LLC | 0002060298 | Mar 18, 2025 | 63 | $146.0M |
| Aberdeen Wealth Management LLC | 0001802654 | Feb 21, 2025 | 165 | $146.0M |
| Gouws Capital LLC | 0001908828 | Feb 6, 2025 | 43 | $145.8M |
| Brightline Capital Management, LLC | 0001432450 | Feb 13, 2025 | 13 | $145.8M |
| SeaTown Holdings Pte. Ltd. | 0001512367 | Jan 16, 2025 | 16 | $145.7M |
| FF Advisors,LLC | 0002011904 | Jan 15, 2025 | 87 | $145.6M |
| EJF Capital LP | 0001353254 | Feb 14, 2025 | 90 | $145.6M |
| Signature Wealth Management Partners, LLC | 0001824694 | Jan 23, 2025 | 102 | $145.6M |
| Columbia River Financial Group, LLC | 0002057074 | Feb 19, 2025 | 53 | $145.6M |
| Vernal Point Advisors, LLC | 0001820363 | Feb 14, 2025 | 19 | $145.5M |
| Kellett Wealth Advisors, LLC | 0001910381 | Feb 5, 2025 | 72 | $145.5M |
| Hiddenite Capital Partners LP | 0001823823 | Feb 14, 2025 | 22 | $145.4M |
| Chou Associates Management Inc. | 0001389403 | Feb 13, 2025 | 31 | $145.4M |
| New Vernon Capital Holdings II LLC | 0001512538 | Feb 14, 2025 | 66 | $145.4M |
| Jones Road Capital Management, L.P. | 0001842361 | Feb 13, 2025 | 29 | $145.3M |
| Orser Capital Management, LLC | 0001785717 | Jan 14, 2025 | 39 | $145.3M |
| Otter Creek Advisors, LLC | 0001640361 | Feb 5, 2025 | 35 | $145.3M |
| Papamarkou Wellner Asset Management inc. | 0002063952 | May 13, 2025 | 74 | $145.2M |
| Lakewood Asset Management LLC | 0001966581 | Jan 14, 2025 | 120 | $145.2M |
| Lynwood Price Capital Management LP | 0002046605 | Feb 13, 2025 | 15 | $145.1M |
| Friday Financial | 0002048792 | Feb 11, 2025 | 65 | $145.1M |
| Smallwood Wealth Investment Management, LLC | 0001921304 | Jan 17, 2025 | 78 | $145.0M |
| Optima Capital LLC | 0002070972 | Jun 13, 2025 | 152 | $145.0M |
| NRI Wealth Management LC | 0002027950 | Jan 3, 2025 | 26 | $144.9M |
| Seamount Financial Group Inc. | 0002011267 | Jan 28, 2025 | 99 | $144.8M |
| Meridian Financial Advisors, LLC | 0002032629 | Jan 15, 2025 | 119 | $144.8M |
| Graphene Investments SAS | 0001965776 | Jan 28, 2025 | 46 | $144.8M |
| Four Tree Island Advisory LLC | 0002048142 | Jan 29, 2025 | 23 | $144.8M |
| Park Square Financial Group, LLC | 0002058285 | Feb 28, 2025 | 956 | $144.7M |
| Marshall & Sterling Wealth Advisors Inc. | 0002056315 | Feb 14, 2025 | 360 | $144.7M |
| Echo Wealth Management, LLC | 0001846994 | Jan 21, 2025 | 48 | $144.7M |
| Wallace Advisory Group, LLC | 0001932645 | Jan 14, 2025 | 182 | $144.7M |
| Harvest Investment Advisors, LLC | 0001967261 | Feb 14, 2025 | 53 | $144.7M |
| Arlington Capital Management, Inc. | 0001606507 | Feb 12, 2025 | 91 | $144.6M |
| Peoples Bank | 0001998269 | Jan 8, 2025 | 317 | $144.6M |
| Clayton Partners LLC | 0001550509 | Feb 10, 2025 | 39 | $144.6M |
| North Ridge Wealth Advisors, Inc. | 0001974277 | May 9, 2025 | 195 | $144.5M |
| Whalen Wealth Management Inc. | 0001894447 | Jan 17, 2025 | 138 | $144.4M |
| Taylor Financial Group, Inc. | 0002012516 | Feb 10, 2025 | 96 | $144.4M |
| Better Money Decisions, LLC | 0001858428 | Jan 24, 2025 | 67 | $144.3M |
| Nalanda India Fund LTD | 0001430193 | Jan 22, 2025 | 1 | $144.3M |
| Highland Peak Capital, LLC | 0001961320 | Feb 7, 2025 | 16 | $144.2M |
| Noble Wealth Management PBC | 0002055065 | Feb 5, 2025 | 459 | $144.0M |
| Islay Capital Management, LLC | 0001738560 | Feb 13, 2025 | 206 | $144.0M |
| FinDec Wealth Services, Inc. | 0001916066 | Feb 14, 2025 | 39 | $144.0M |
| Atmos Advisory, LLC | 0001905162 | Jan 13, 2025 | 32 | $144.0M |
| Objectivity Squared, LLC | 0002011113 | Feb 7, 2025 | 49 | $143.9M |
| Soviero Asset Management, LP | 0001755622 | Feb 14, 2025 | 51 | $143.9M |