| Hippocratic Financial Advisors, LLC | 0002055803 | Feb 12, 2025 | 21 | $143.9M |
| Magnolia Wealth Management, LLC | 0001908732 | Feb 7, 2025 | 13 | $143.9M |
| Pacific Wealth Strategies Group, Inc. | 0001766571 | Jan 28, 2025 | 55 | $143.8M |
| LWM Advisory Services, LLC | 0001697716 | Feb 4, 2025 | 95 | $143.8M |
| Carson Advisory Inc. | 0001909304 | Feb 13, 2025 | 157 | $143.8M |
| Valley Financial Group, Inc. | 0002010327 | Feb 14, 2025 | 59 | $143.8M |
| Gould Capital, LLC | 0001908965 | Feb 21, 2025 | 215 | $143.7M |
| Merrion Investment Management Co, LLC | 0001383782 | Jan 23, 2025 | 101 | $143.7M |
| Insight Inv LLC | 0001909322 | Jan 21, 2025 | 124 | $143.6M |
| Cross Staff Investments Inc | 0001900406 | Jan 24, 2025 | 122 | $143.5M |
| Kintra Wealth, LLC | 0001904432 | Feb 14, 2025 | 102 | $143.5M |
| Sterling Manor Financial, LLC | 0001842015 | Jan 24, 2025 | 28 | $143.4M |
| InTrack Investment Management Inc | 0001847343 | Jan 15, 2025 | 107 | $143.3M |
| Tao Capital Management LP | 0001802967 | Feb 13, 2025 | 10 | $143.3M |
| LSP Investment Advisors, LLC | 0001728850 | Feb 14, 2025 | 21 | $143.3M |
| Lederer & Associates Investment Counsel | 0001089707 | Jan 24, 2025 | 85 | $143.2M |
| Osprey Private Wealth LLC | 0002041805 | Jan 27, 2025 | 48 | $143.2M |
| Mainsail Asset Management, LLC | 0002016972 | Jan 31, 2025 | 65 | $143.1M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0001672142 | Feb 13, 2025 | 47 | $143.0M |
| Security National Bank of Sioux City Iowa | 0000894309 | Feb 14, 2025 | 92 | $142.9M |
| Ahl Investment Management, Inc. | 0001908425 | Jan 16, 2025 | 68 | $142.8M |
| Conrad N. Hilton Foundation | 0001729242 | Feb 14, 2025 | 5 | $142.8M |
| Castlekeep Investment Advisors LLC | 0001404780 | Feb 20, 2025 | 83 | $142.8M |
| Mainstream Capital Management LLC | 0002043084 | Feb 6, 2025 | 322 | $142.6M |
| Royal Capital Wealth Management, LLC | 0001904323 | Feb 18, 2025 | 85 | $142.6M |
| Paul R. Ried Financial Group, LLC | 0002033053 | Jan 24, 2025 | 30 | $142.6M |
| 4D Advisors, LLC | 0001938268 | Feb 14, 2025 | 34 | $142.5M |
| Motiv8 Investments LLC | 0002024873 | Feb 5, 2025 | 89 | $142.5M |
| SFI Advisors, LLC | 0001911308 | Feb 14, 2025 | 82 | $142.5M |
| Atala Financial Inc | 0002053756 | Feb 10, 2025 | 475 | $142.5M |
| Kopion Asset Management, LLC | 0001728689 | Jan 14, 2025 | 20 | $142.4M |
| Sheridan Capital Management, LLC | 0001926753 | Jan 22, 2025 | 27 | $142.4M |
| Taylor & Morgan Wealth Management, LLC | 0001844266 | Jan 15, 2025 | 72 | $142.3M |
| Richardson Financial Services Inc. | 0002012303 | Jan 24, 2025 | 606 | $142.3M |
| MSD Partners, L.P. | 0001514334 | Feb 14, 2025 | 9 | $142.3M |
| ZynergyRetirementPlanningLLC | 0002031137 | Jan 23, 2025 | 111 | $141.9M |
| Byrne Asset Management LLC | 0001911322 | Jan 28, 2025 | 538 | $141.9M |
| Sfm, LLC | 0002064225 | Apr 17, 2025 | 59 | $141.9M |
| L.K. Benson & Company, P.C. | 0002055235 | Feb 11, 2025 | 95 | $141.9M |
| CAP Partners, LLC | 0002006870 | Jan 29, 2025 | 133 | $141.9M |
| Financial Alternatives, Inc | 0001967227 | Feb 13, 2025 | 81 | $141.8M |
| Round Hill Asset Management | 0001696438 | Feb 13, 2025 | 61 | $141.8M |
| McCarthy Asset Management, Inc. | 0001843169 | Feb 18, 2025 | 25 | $141.7M |
| Legend Financial Advisors, Inc. | 0001781948 | Jan 7, 2025 | 267 | $141.7M |
| Wealth Forward, LLC | 0002012773 | Jan 22, 2025 | 30 | $141.7M |
| Blue Capital, Inc. | 0002032856 | Feb 14, 2025 | 112 | $141.7M |
| Muzinich & Co., Inc. | 0001618824 | Feb 5, 2025 | 38 | $141.6M |
| Level Wealth Management LLC | 0002036775 | Jan 24, 2025 | 53 | $141.5M |
| BRX Global LP | 0001844103 | Feb 14, 2025 | 4 | $141.5M |
| KRS Capital Management, LLC | 0001910876 | Jan 15, 2025 | 111 | $141.5M |
| Counterweight Ventures, LLC | 0002012467 | Jan 28, 2025 | 69 | $141.5M |
| Rf&l Wealth Management, LLC | 0001965915 | Jan 15, 2025 | 57 | $141.4M |
| Everstar Asset Management, LLC | 0002023744 | Feb 12, 2025 | 182 | $141.3M |
| Bislett Management, LLC | 0001425041 | Feb 12, 2025 | 13 | $141.3M |
| Monument Group Wealth Advisors, LLC | 0001965665 | Jan 15, 2025 | 49 | $141.3M |
| Breach Inlet Capital Management, LLC | 0002009914 | Feb 13, 2025 | 11 | $141.2M |
| Future You Wealth LLC | 0002055142 | May 1, 2025 | 47 | $141.2M |
| Wilson & Boucher Capital Management, LLC | 0001903579 | Feb 19, 2025 | 110 | $141.2M |
| Periscope Capital Inc. | 0001695320 | Feb 10, 2025 | 199 | $141.1M |
| Cladis Investment Advisory, LLC | 0001911520 | Feb 14, 2025 | 131 | $141.0M |
| Avid Wealth Partners LLC | 0001992344 | Jan 27, 2025 | 45 | $140.8M |
| Ehrlich Financial Group | 0002010632 | Jan 13, 2025 | 106 | $140.7M |
| Legacy PCG, LLC | 0001952532 | Feb 10, 2025 | 58 | $140.6M |
| McAlister, Sweet & Associates, Inc. | 0001774087 | Jan 7, 2025 | 21 | $140.6M |
| Erickson Financial Group, LLC | 0001797734 | Jan 30, 2025 | 26 | $140.5M |
| Afg Fiduciary Services Limited Partnership | 0001907820 | Jan 17, 2025 | 71 | $140.4M |
| Meriwether Wealth & Planning, LLC | 0002055554 | Feb 7, 2025 | 117 | $140.4M |
| Lee, Kelleher & Klein Wealth Management | 0002063827 | Apr 17, 2025 | 40 | $140.4M |
| Brown Financial Advisory | 0001843853 | Jan 24, 2025 | 34 | $140.4M |
| Arrien Investments, Inc. | 0002052048 | Feb 10, 2025 | 36 | $140.3M |
| Turn8 Private Wealth Inc. | 0002070026 | May 28, 2025 | 45 | $140.3M |
| Lam Group, Inc. | 0001961944 | Jan 16, 2025 | 134 | $140.2M |
| Guardian Investment Management | 0001365474 | Jan 16, 2025 | 57 | $140.1M |
| Norwood Investment Partners, LP | 0001888610 | Feb 11, 2025 | 12 | $140.1M |
| RiverGlades Family Offices LLC | 0001619779 | Feb 13, 2025 | 81 | $140.1M |
| Tacita Capital Inc | 0001846287 | Feb 6, 2025 | 205 | $140.1M |
| First Community Trust NA | 0001130344 | Jan 14, 2025 | 319 | $140.0M |
| Farrell Financial LLC | 0002031235 | Jan 17, 2025 | 66 | $139.9M |
| Keyvantage Wealth, LLC | 0002050555 | Feb 14, 2025 | 95 | $139.9M |
| Shorepath Capital Management LLC | 0002012685 | Jan 13, 2025 | 23 | $139.8M |
| Cascade Investment Group, Inc. | 0000919447 | Jan 16, 2025 | 136 | $139.8M |
| Broadview Financial Management, LLC | 0001697024 | Feb 3, 2025 | 41 | $139.8M |
| Hauser Brothers GmbH | 0001508236 | Feb 14, 2025 | 10 | $139.8M |
| Fort Henry Capital, LLC | 0001843536 | Jan 21, 2025 | 14 | $139.8M |
| Pinnacle West Asset Management, Inc. | 0001975730 | Feb 4, 2025 | 114 | $139.7M |
| M3 Advisory Group, LLC | 0002014826 | Jan 21, 2025 | 145 | $139.7M |
| Pine Brook Road Advisors, L.P. | 0001630691 | Feb 7, 2025 | 2 | $139.6M |
| Allen Wealth Management, LLC | 0002012003 | Feb 12, 2025 | 59 | $139.6M |
| Glenorchy Capital Ltd | 0002008506 | Feb 14, 2025 | 59 | $139.5M |
| Lepercq De Neuflize Asset Management LLC | 0001854423 | Feb 13, 2025 | 14 | $139.5M |
| Cottonwood Capital Advisors, LLC | 0001903321 | Jan 21, 2025 | 130 | $139.5M |
| Syntax Research, Inc. | 0001999827 | Feb 11, 2025 | 183 | $139.5M |
| Mosaic Financial Group, LLC | 0002011050 | Feb 12, 2025 | 123 | $139.4M |
| Advisor Resource Council | 0001820879 | Feb 26, 2025 | 69 | $139.3M |
| Enavate Sciences Gp, LLC | 0001953107 | Feb 14, 2025 | 5 | $139.2M |
| WealthTrust Asset Management, LLC | 0001867894 | Feb 10, 2025 | 91 | $139.2M |
| Towerview LLC | 0001166573 | Feb 5, 2025 | 23 | $139.2M |
| Indus Capital Partners, LLC | 0001350879 | Feb 14, 2025 | 5 | $139.1M |
| Meadow Creek Wealth Advisors LLC | 0001801107 | Jan 27, 2025 | 137 | $138.9M |
| STAR Financial Bank | 0001965329 | Feb 14, 2025 | 110 | $138.9M |