| Silverberg Bernstein Capital Management LLC | 0002007880 | Jul 9, 2025 | 67 | $145.8M |
| DecisionMap Wealth Management, LLC | 0002001526 | Jul 30, 2025 | 123 | $145.8M |
| PKO BP BANKOWY Universal Pension Society JSC | 0002055875 | Feb 17, 2026 | 13 | $145.8M |
| Forefront Wealth Partners, LLC | 0002068112 | Aug 20, 2025 | 98 | $145.7M |
| Providence Wealth Advisors, LLC | 0001744955 | Aug 12, 2025 | 86 | $145.7M |
| LifeSteps Financial, Inc. | 0001801373 | Jul 23, 2025 | 86 | $145.5M |
| Refined Wealth Management | 0001724729 | Jul 17, 2025 | 33 | $145.5M |
| Objectivity Squared, LLC | 0002011113 | Jul 23, 2025 | 50 | $145.5M |
| MRP Capital Investments, LLC | 0001964831 | Aug 19, 2025 | 187 | $145.4M |
| Patrick M Sweeney & Associates, Inc. | 0002010453 | Aug 13, 2025 | 156 | $145.4M |
| Meixler Investment Management, Ltd. | 0001911615 | Aug 5, 2025 | 95 | $145.2M |
| Vienna Asset Management LLC | 0001913545 | Aug 14, 2025 | 52 | $145.1M |
| Retireful, LLC | 0001919176 | Jul 15, 2025 | 144 | $145.1M |
| XY Capital Ltd | 0001933132 | Aug 14, 2025 | 38 | $145.1M |
| Daner Wealth Management, LLC | 0001956649 | Aug 13, 2025 | 81 | $145.0M |
| LWM Advisory Services, LLC | 0001697716 | Aug 14, 2025 | 90 | $145.0M |
| Sheridan Capital Management, LLC | 0001926753 | Aug 5, 2025 | 28 | $145.0M |
| Atala Financial Inc | 0002053756 | Aug 7, 2025 | 128 | $145.0M |
| Pillar Financial Advisors, LLC | 0002054958 | Jul 23, 2025 | 109 | $144.8M |
| Arthedge Capital Management, LLC | 0001846503 | Sep 15, 2025 | 9 | $144.8M |
| Vannoy Advisory Group, Inc. | 0002011808 | Jul 15, 2025 | 27 | $144.7M |
| Argosy-Lionbridge Management, LLC | 0002056354 | Aug 14, 2025 | 12 | $144.7M |
| Pinnacle West Asset Management, Inc. | 0001975730 | Jul 24, 2025 | 113 | $144.7M |
| Valpey Financial Services, LLC | 0002077991 | Jul 22, 2025 | 67 | $144.6M |
| Entrewealth, LLC | 0002052200 | Aug 6, 2025 | 65 | $144.6M |
| Christian Investment Advisors, Inc. | 0002055071 | Aug 6, 2025 | 12 | $144.6M |
| Note Advisors, LLC | 0002056243 | Aug 14, 2025 | 74 | $144.6M |
| Banco de Sabadell, S.A | 0001730299 | Aug 13, 2025 | 64 | $144.6M |
| Black Maple Capital Management LP | 0001588959 | Aug 14, 2025 | 86 | $144.6M |
| M3 Advisory Group, LLC | 0002014826 | Jul 25, 2025 | 149 | $144.5M |
| SFI Advisors, LLC | 0001911308 | Aug 11, 2025 | 57 | $144.5M |
| Coordinated Financial Services, Inc. | 0002055532 | Jul 24, 2025 | 149 | $144.4M |
| Bluegrass Capital Partners LP | 0001727353 | Aug 12, 2025 | 11 | $144.3M |
| Challenger Wealth Management | 0002057602 | Aug 14, 2025 | 109 | $144.2M |
| Share Andrew L. | 0001693672 | Aug 8, 2025 | 13 | $144.2M |
| Panoramic Capital Partners, LLC | 0002052992 | Jul 18, 2025 | 59 | $144.2M |
| Dentgroup LLC | 0001867570 | Jul 2, 2025 | 89 | $144.2M |
| Novak & Powell Financial Services, Inc. | 0002011548 | Aug 11, 2025 | 146 | $144.1M |
| Dominguez Wealth Management Solutions, Inc. | 0001881335 | Jul 7, 2025 | 61 | $144.1M |
| Axon Enterprise, Inc. | 0001069183 | Aug 14, 2025 | 1 | $144.0M |
| Brucke Financial, Inc. | 0002058446 | Jul 24, 2025 | 147 | $143.9M |
| Del-Sette Capital Management, LLC | 0001610580 | Aug 12, 2025 | 49 | $143.8M |
| Capital Market Strategies LLC | 0001810158 | Jul 2, 2025 | 139 | $143.8M |
| Investment Partners Asset Management, Inc. | 0001384416 | Jul 16, 2025 | 156 | $143.7M |
| Authentikos Wealth Advisory, LLC | 0001967054 | Feb 26, 2026 | 55 | $143.7M |
| Three Magnolias Financial Advisors, LLC | 0002056795 | Oct 21, 2025 | 103 | $143.7M |
| Foundation Wealth Management, LLC | 0001966351 | Jul 23, 2025 | 44 | $143.6M |
| Clearview Wealth Advisors LLC | 0001840306 | Jul 29, 2025 | 101 | $143.5M |
| Widmann Financial Services, Inc. | 0001906640 | Aug 14, 2025 | 108 | $143.4M |
| Renaissance Capital LLC | 0001535058 | Jul 18, 2025 | 28 | $143.4M |
| Wilson & Boucher Capital Management, LLC | 0001903579 | Jul 7, 2025 | 110 | $143.4M |
| Chapman Investment Management, LLC | 0001751006 | Aug 5, 2025 | 29 | $143.3M |
| Teca Partners, LP | 0001910154 | Aug 13, 2025 | 11 | $143.2M |
| Cascade Investment Group, Inc. | 0000919447 | Jul 24, 2025 | 142 | $143.2M |
| Integrity Wealth Advisors, Inc. | 0001951908 | Aug 14, 2025 | 64 | $143.1M |
| Terra Nova Asset Management LLC | 0001658652 | Aug 12, 2025 | 89 | $143.0M |
| Fearless Solutions, LLC dba Best Invest | 0002094159 | Nov 5, 2025 | 109 | $143.0M |
| WESPAC Advisors, LLC | 0001484540 | Jul 23, 2025 | 171 | $143.0M |
| Allen Wealth Management, LLC | 0002012003 | Jul 24, 2025 | 59 | $143.0M |
| Berry Wealth Group, LP | 0002008410 | Aug 13, 2025 | 107 | $142.9M |
| Tabor Asset Management, LP | 0001834780 | Aug 6, 2025 | 39 | $142.9M |
| Andina Capital Management, LLC | 0001919158 | Jul 21, 2025 | 144 | $142.8M |
| Berbice Capital Management LLC | 0002051605 | Aug 13, 2025 | 173 | $142.7M |
| Doheny Asset Management | 0000936936 | Aug 14, 2025 | 66 | $142.7M |
| Great Hill Partners, L.P. | 0001231756 | Aug 14, 2025 | 1 | $142.6M |
| Lloyd Harbor Capital Management, LLC | 0001847935 | Aug 14, 2025 | 15 | $142.6M |
| Hurley Capital, LLC | 0001632844 | Aug 14, 2025 | 463 | $142.6M |
| Security National Bank of Sioux City Iowa | 0000894309 | Aug 15, 2025 | 87 | $142.5M |
| Gerber, LLC | 0002014164 | Jul 23, 2025 | 91 | $142.3M |
| South Plains Financial, Inc. | 0001163668 | Aug 12, 2025 | 230 | $142.2M |
| Four Tree Island Advisory LLC | 0002048142 | Aug 13, 2025 | 20 | $142.1M |
| Adams Street Partners LLC | 0001193586 | Aug 13, 2025 | 6 | $142.0M |
| Brown University | 0001664741 | Aug 8, 2025 | 9 | $141.9M |
| Settian Capital LP | 0001911113 | Aug 6, 2025 | 23 | $141.9M |
| Ellerson Group Inc. | 0000935570 | Aug 7, 2025 | 54 | $141.8M |
| Delphi Financial Group, Inc. | 0000859139 | Aug 13, 2025 | 22 | $141.8M |
| Absoluto Partners Gestao de Recursos Ltda | 0001847566 | Mar 3, 2026 | 28 | $141.8M |
| Cedar Point Capital Partners, LLC | 0001954337 | Aug 1, 2025 | 66 | $141.8M |
| Frazier Financial Advisors, LLC | 0002002745 | Jul 28, 2025 | 609 | $141.7M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0001015877 | Aug 11, 2025 | 70 | $141.7M |
| John & Kathleen Schreiber Foundation | 0001910790 | Aug 11, 2025 | 4 | $141.7M |
| HC Advisors, LLC | 0001803295 | Aug 7, 2025 | 60 | $141.6M |
| Impact Investors, Inc | 0001824539 | Jul 21, 2025 | 91 | $141.5M |
| Explore Capital Management, LLC | 0002026286 | Feb 11, 2026 | 17 | $141.4M |
| Corus Family Wealth Advisors | 0001894830 | Jul 29, 2025 | 70 | $141.4M |
| American Institute for Advanced Investment Management, LLP | 0001805824 | Aug 5, 2025 | 146 | $141.4M |
| Petiole USA ltd | 0001600202 | Aug 13, 2025 | 37 | $141.4M |
| Sterling Wealth Advisors Inc | 0001943937 | Jul 17, 2025 | 18 | $141.3M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0001672142 | Aug 14, 2025 | 81 | $141.1M |
| Blue Capital, Inc. | 0002032856 | Aug 14, 2025 | 85 | $141.0M |
| 1620 Investment Advisors, Inc. | 0001907281 | Aug 7, 2025 | 681 | $141.0M |
| MidAtlantic Capital Management, Inc. | 0002042068 | Aug 5, 2025 | 79 | $140.9M |
| Forest Hill Capital, LLC | 0001316550 | Aug 14, 2025 | 36 | $140.9M |
| Argus Investors' Counsel, Inc. | 0000007195 | Jul 17, 2025 | 111 | $140.9M |
| Toronado Partners, LLC | 0001749611 | Aug 13, 2025 | 11 | $140.9M |
| Foresight Global Investors, Inc. | 0001973323 | Aug 13, 2025 | 11 | $140.8M |
| Syntax Research, Inc. | 0001999827 | Jul 21, 2025 | 171 | $140.8M |
| TOWER TRUST & INVESTMENT Co | 0002067591 | Jul 16, 2025 | 193 | $140.7M |
| Knoll Capital Management, LLC | 0001325083 | Aug 14, 2025 | 38 | $140.7M |
| Ariston Services Group | 0001743859 | Jul 29, 2025 | 71 | $140.6M |