| Keystone Global Partners, LLC | 0001764057 | May 13, 2025 | 200 | $142.6M |
| Meridian Financial Advisors, LLC | 0002032629 | Apr 25, 2025 | 121 | $142.5M |
| Four Tree Island Advisory LLC | 0002048142 | May 6, 2025 | 21 | $142.4M |
| Shearwater Capital LLC | 0001905665 | Apr 8, 2025 | 45 | $142.3M |
| Pachira Investments Inc. | 0001563634 | May 5, 2025 | 54 | $142.3M |
| CPV Partners, LLC | 0001763844 | May 15, 2025 | 4 | $142.3M |
| Foresight Global Investors, Inc. | 0001973323 | May 12, 2025 | 12 | $142.2M |
| NavPoint Financial, Inc. | 0002009813 | Apr 14, 2025 | 55 | $142.2M |
| Sage Advisors, LLC | 0002032121 | Apr 25, 2025 | 32 | $142.1M |
| Hudson Canyon Capital Management | 0001978883 | May 12, 2025 | 53 | $142.0M |
| Keystone Financial Group, Inc. | 0002053642 | May 7, 2025 | 156 | $142.0M |
| Visionary Horizons, LLC | 0002003615 | Apr 15, 2025 | 89 | $141.9M |
| Legacy PCG, LLC | 0001952532 | Apr 21, 2025 | 55 | $141.8M |
| Gagnon Advisors, LLC | 0001599466 | May 12, 2025 | 28 | $141.8M |
| Vesa Equity Investment S.a r.l. | 0001810554 | May 12, 2025 | 1 | $141.8M |
| Fig Financial Advisory Services Inc. | 0000753967 | Aug 10, 2026 | 66 | $141.8M |
| Petiole USA ltd | 0001600202 | May 14, 2025 | 38 | $141.5M |
| Woodward Diversified Capital, LLC | 0001846177 | May 2, 2025 | 136 | $141.3M |
| Herbst Group, LLC | 0001909319 | Apr 11, 2025 | 53 | $141.3M |
| Bislett Management, LLC | 0001425041 | May 14, 2025 | 14 | $141.3M |
| Momentous Wealth Management, Inc. | 0002055574 | May 8, 2025 | 49 | $141.3M |
| RPS Advisory Solutions LLC | 0002031671 | May 9, 2025 | 91 | $141.2M |
| Elevate Wealth Advisory, Inc. | 0002011651 | May 14, 2025 | 132 | $141.2M |
| ZynergyRetirementPlanningLLC | 0002031137 | Apr 24, 2025 | 115 | $141.0M |
| Syquant Capital Sas | 0001766392 | Apr 23, 2025 | 14 | $141.0M |
| Independent Order of Foresters | 0001538037 | May 8, 2025 | 2 | $140.9M |
| Cloud Capital Management, LLC | 0002060492 | Apr 29, 2025 | 280 | $140.8M |
| Empirical Capital Management, LLC | 0001642274 | May 16, 2025 | 14 | $140.8M |
| Hibernia Wealth Partners, LLC | 0001950637 | Apr 24, 2025 | 45 | $140.7M |
| Corient IA LP | 0002058426 | May 13, 2025 | 291 | $140.7M |
| Minerva Advisors LLC | 0001541536 | May 9, 2025 | 55 | $140.7M |
| Wealth Forward, LLC | 0002012773 | May 7, 2025 | 31 | $140.5M |
| Sterling Investment Management, LLC | 0001509873 | Apr 15, 2025 | 54 | $140.5M |
| Jones Road Capital Management, L.P. | 0001842361 | May 14, 2025 | 25 | $140.4M |
| Andina Capital Management, LLC | 0001919158 | May 14, 2025 | 125 | $140.4M |
| Trevian Wealth Management LLC | 0001901929 | Apr 17, 2025 | 27 | $140.4M |
| Opus Investment Management Inc. | 0001097833 | May 14, 2025 | 30 | $140.3M |
| Financial Alternatives, Inc | 0001967227 | May 2, 2025 | 81 | $140.3M |
| EdgeRock Capital LLC | 0001908378 | Apr 15, 2025 | 68 | $140.3M |
| Charter Oak Advisors LP | 0002022905 | May 13, 2025 | 14 | $140.2M |
| Martin Capital Advisors, LLP | 0001904126 | May 1, 2025 | 67 | $140.2M |
| Keynote Financial Services LLC | 0002026127 | May 9, 2025 | 158 | $140.0M |
| Aryeh Capital Management Ltd. | 0001803120 | May 15, 2025 | 12 | $140.0M |
| Sterling Manor Financial, LLC | 0001842015 | Apr 28, 2025 | 28 | $140.0M |
| Sapience Investments, LLC | 0001682598 | May 15, 2025 | 88 | $139.9M |
| Wealth Preservation Advisors, LLC | 0001968434 | May 14, 2025 | 562 | $139.9M |
| Kaufman Rossin Wealth, LLC | 0002049750 | May 14, 2025 | 150 | $139.9M |
| Rf&l Wealth Management, LLC | 0001965915 | Apr 21, 2025 | 58 | $139.8M |
| Counterweight Ventures, LLC | 0002012467 | May 5, 2025 | 70 | $139.5M |
| Teca Partners, LP | 0001910154 | May 14, 2025 | 10 | $139.5M |
| Arrien Investments, Inc. | 0002052048 | Apr 10, 2025 | 33 | $139.5M |
| Magnolia Wealth Management, LLC | 0001908732 | May 7, 2025 | 12 | $139.4M |
| Upper Left Wealth Management, LLC | 0001911228 | Apr 14, 2025 | 61 | $139.4M |
| Vestment Financial LLC | 0002056705 | Apr 15, 2025 | 38 | $139.4M |
| Piedmont Capital Management, LLC | 0001656150 | May 14, 2025 | 46 | $139.3M |
| Merrion Investment Management Co, LLC | 0001383782 | Apr 21, 2025 | 98 | $139.3M |
| Fort Henry Capital, LLC | 0001843536 | Apr 22, 2025 | 14 | $139.3M |
| Fortitude Advisory Group L.L.C. | 0001928999 | Apr 17, 2025 | 201 | $139.1M |
| BayBridge Capital Group, LLC | 0001898297 | Apr 17, 2025 | 87 | $139.1M |
| Round Hill Asset Management | 0001696438 | May 13, 2025 | 62 | $139.1M |
| RiverGlades Family Offices LLC | 0001619779 | May 9, 2025 | 82 | $139.0M |
| Templeton & Phillips Capital Management, LLC | 0001961304 | May 6, 2025 | 47 | $139.0M |
| LB Partners LLC | 0002007877 | Apr 29, 2025 | 22 | $139.0M |
| Newport Capital Group, LLC | 0001869032 | Apr 17, 2025 | 59 | $139.0M |
| Kintayl Capital LP | 0002032385 | May 2, 2025 | 33 | $139.0M |
| Towerview LLC | 0001166573 | May 6, 2025 | 24 | $139.0M |
| Klein Pavlis & Peasley Financial, Inc. | 0001907480 | May 9, 2025 | 76 | $138.9M |
| RP Management, LLC | 0001507673 | May 2, 2025 | 4 | $138.8M |
| Tacita Capital Inc | 0001846287 | May 13, 2025 | 208 | $138.8M |
| LeClair Wealth Partners LLC | 0002056667 | May 14, 2025 | 95 | $138.8M |
| Tableaux LLC | 0002060663 | May 13, 2025 | 91 | $138.7M |
| RMR Capital Management, LLC | 0002032709 | May 13, 2025 | 78 | $138.6M |
| Frederick Financial Consultants, LLC | 0002055328 | May 2, 2025 | 91 | $138.6M |
| AlpenGlobal Capital LLC | 0002062492 | May 15, 2025 | 29 | $138.5M |
| Harvest Investment Advisors, LLC | 0001967261 | May 12, 2025 | 51 | $138.5M |
| Pinnacle West Asset Management, Inc. | 0001975730 | May 7, 2025 | 112 | $138.4M |
| Cladis Investment Advisory, LLC | 0001911520 | May 13, 2025 | 137 | $138.2M |
| Kieckhefer Group LLC | 0002051613 | Apr 25, 2025 | 46 | $138.2M |
| Oceanside Advisors LLC | 0002012184 | Apr 25, 2025 | 45 | $138.2M |
| Vermillion & White Wealth Management Group, LLC | 0001862443 | May 15, 2025 | 530 | $138.2M |
| Warburton Capital Management, LLC | 0002054795 | May 9, 2025 | 49 | $138.1M |
| Pinney & Scofield, Inc. | 0002056763 | May 9, 2025 | 217 | $138.1M |
| Beckerman Institutional, LLC | 0002043468 | May 5, 2025 | 102 | $138.1M |
| Emergent Wealth Advisors, LLC | 0001799880 | Oct 31, 2025 | 107 | $138.1M |
| McCarthy Asset Management, Inc. | 0001843169 | May 14, 2025 | 25 | $138.1M |
| Tenzing Global Management, LLC | 0001624095 | May 15, 2025 | 22 | $137.9M |
| Boyar Asset Management Inc. | 0001218254 | Apr 23, 2025 | 77 | $137.9M |
| MPWM Advisory Solutions, LLC | 0002056693 | May 15, 2025 | 732 | $137.8M |
| Pps&v Asset Management Consultants, Inc. | 0001936380 | Apr 16, 2025 | 37 | $137.8M |
| CAP Partners, LLC | 0002006870 | May 8, 2025 | 129 | $137.8M |
| Watchtower Advisors, LP | 0001807092 | May 12, 2025 | 15 | $137.8M |
| Legacy Wealth Managment, LLC | 0002045082 | May 16, 2025 | 812 | $137.7M |
| Jericho Financial, LLP | 0001841173 | Apr 22, 2025 | 41 | $137.6M |
| Security National Bank of Sioux City Iowa | 0000894309 | May 20, 2025 | 88 | $137.6M |
| ROI Financial Advisors, LLC | 0002011633 | May 9, 2025 | 61 | $137.6M |
| Helium Advisors LLC | 0002056653 | May 8, 2025 | 104 | $137.4M |
| Farrell Financial LLC | 0002031235 | Apr 16, 2025 | 64 | $137.3M |
| Atala Financial Inc | 0002053756 | Apr 23, 2025 | 472 | $137.3M |
| Madrid Financial Services | 0002135336 | Aug 18, 2026 | 17 | $137.3M |
| Clark & Stuart, Inc | 0002048750 | Apr 21, 2025 | 43 | $137.2M |