| Stanich Group LLC | 0002023324 | Jan 30, 2025 | 50 | $133.8M |
| Householder Group Estate & Retirement Specialist, LLC | 0001881590 | Jan 15, 2025 | 601 | $133.8M |
| Perissos Private Wealth Management, LLC | 0002023071 | Jan 29, 2025 | 85 | $133.8M |
| Tenzing Global Management, LLC | 0001624095 | Feb 14, 2025 | 18 | $133.8M |
| Comprehensive Wealth Management, LLC | 0001535202 | Feb 11, 2025 | 30 | $133.7M |
| Riverchase Wealth Management, LLC | 0002055985 | Feb 12, 2025 | 65 | $133.7M |
| Aurora Private Wealth, Inc. | 0001802132 | Jan 22, 2025 | 156 | $133.5M |
| Warburton Capital Management, LLC | 0002054795 | Feb 7, 2025 | 40 | $133.5M |
| PB Investment Partners, L.P. | 0001910391 | Jan 21, 2025 | 8 | $133.5M |
| Patrick M Sweeney & Associates, Inc. | 0002010453 | Jan 22, 2025 | 147 | $133.5M |
| Silvia McColl Wealth Management, LLC | 0001991983 | Jan 14, 2025 | 106 | $133.4M |
| Optimize Financial Inc. | 0002033266 | Feb 13, 2025 | 234 | $133.4M |
| Strive Asset Management, LLC | 0001954109 | Feb 14, 2025 | 112 | $133.4M |
| Sagace Wealth Management LLC | 0002027449 | Jan 14, 2025 | 59 | $133.4M |
| LB Partners LLC | 0002007877 | Jan 24, 2025 | 21 | $133.4M |
| Fidato Wealth LLC | 0001711360 | Feb 14, 2025 | 24 | $133.4M |
| Elevate Wealth Advisory, Inc. | 0002011651 | Feb 11, 2025 | 117 | $133.4M |
| Phase 2 Partners, LLC | 0001841126 | Feb 14, 2025 | 26 | $133.2M |
| Sage Private Wealth Group, LLC | 0001845635 | Jan 29, 2025 | 86 | $133.2M |
| Long Corridor Asset Management Ltd | 0001845501 | Feb 12, 2025 | 20 | $133.2M |
| XY Planning Network, Inc. | 0001873438 | Feb 27, 2025 | 92 | $133.2M |
| Eight 31 Financial, LLC | 0002011328 | Feb 14, 2025 | 62 | $133.2M |
| OxenFree Capital LLC | 0002009781 | Jan 23, 2025 | 42 | $133.1M |
| Exome Asset Management LLC | 0002011932 | Feb 14, 2025 | 58 | $132.9M |
| Paragon Financial Partners, Inc. | 0001910845 | Jan 17, 2025 | 71 | $132.8M |
| POM Investment Strategies, LLC | 0001906322 | Jan 29, 2025 | 342 | $132.8M |
| Axecap Investments, LLC | 0002030036 | Jan 29, 2025 | 70 | $132.8M |
| Atlantic Private Wealth, LLC | 0001893143 | Feb 11, 2025 | 194 | $132.8M |
| Empirical Capital Management, LLC | 0001642274 | Feb 21, 2025 | 12 | $132.6M |
| Define Financial, LLC | 0002021320 | Jan 14, 2025 | 34 | $132.5M |
| Uhlmann Price Securities, LLC | 0001035344 | Jul 17, 2025 | 177 | $132.5M |
| Campion Asset Management | 0001843492 | Feb 13, 2025 | 86 | $132.4M |
| Nabity-Jensen Investment Management Inc | 0002044851 | Jan 14, 2025 | 66 | $132.4M |
| CIBRA Capital Ltd | 0002060725 | Mar 18, 2025 | 20 | $132.4M |
| Graney & King, LLC | 0002051568 | Feb 12, 2025 | 322 | $132.4M |
| U S Wealth Group, Llc. | 0001554427 | Feb 13, 2025 | 40 | $132.3M |
| Golden Road Advisors LLC | 0002014454 | Jan 29, 2025 | 39 | $132.2M |
| Providence Wealth Advisors, LLC | 0001744955 | Feb 12, 2025 | 80 | $132.1M |
| Pinney & Scofield, Inc. | 0002056763 | Feb 19, 2025 | 225 | $132.1M |
| Brewster Financial Planning LLC | 0001898145 | Jan 24, 2025 | 26 | $132.0M |
| Hopwood Financial Services, Inc. | 0002023166 | Feb 10, 2025 | 310 | $132.0M |
| 1620 Investment Advisors, Inc. | 0001907281 | Feb 11, 2025 | 705 | $131.9M |
| Incline Global Management LLC | 0001567195 | Feb 14, 2025 | 24 | $131.9M |
| Broadway Wealth Solutions, Inc. | 0002021265 | Feb 12, 2025 | 92 | $131.8M |
| English Capital Management LLC | 0002010442 | Feb 11, 2025 | 30 | $131.8M |
| Continental Advisors LLC | 0001277779 | Feb 14, 2025 | 34 | $131.8M |
| Sharp Wealth Advisory, LLC | 0001733194 | Jan 17, 2025 | 96 | $131.8M |
| Capstone Wealth Management Group LLC | 0002059649 | May 12, 2025 | 103 | $131.6M |
| Clearview Wealth Advisors LLC | 0001840306 | Jan 24, 2025 | 95 | $131.6M |
| Oep Capital Advisors, L.P. | 0001817681 | Feb 13, 2025 | 1 | $131.5M |
| Moon Capital Management LP | 0001387303 | Feb 14, 2025 | 17 | $131.5M |
| Schwallier Wealth Management LLC | 0001934951 | Feb 14, 2025 | 35 | $131.4M |
| Sugar Maple Asset Management, LLC | 0002012673 | Jan 16, 2025 | 474 | $131.4M |
| Refined Wealth Management | 0001724729 | Jan 22, 2025 | 27 | $131.4M |
| Black Maple Capital Management LP | 0001588959 | Feb 14, 2025 | 81 | $131.3M |
| Cravens & Co Advisors, LLC | 0001966116 | Feb 13, 2025 | 62 | $131.3M |
| Asset Planning,Inc | 0002048547 | Jan 30, 2025 | 315 | $131.3M |
| Terra Nova Asset Management LLC | 0001658652 | Jan 16, 2025 | 84 | $131.3M |
| Charter Research & Investment Group, Inc. | 0001666624 | Feb 12, 2025 | 79 | $131.3M |
| Teilinger Capital Ltd. | 0001531879 | Feb 5, 2025 | 11 | $131.3M |
| Primoris Wealth Advisors, LLC | 0001909619 | Feb 13, 2025 | 91 | $131.2M |
| Clifford Group, LLC | 0001965522 | Feb 12, 2025 | 75 | $131.2M |
| Taika Capital, LP | 0001886506 | Feb 7, 2025 | 80 | $131.2M |
| Live Oak Investment Partners | 0001822262 | Feb 6, 2025 | 275 | $131.2M |
| MontVue Capital Management, Inc. | 0002008758 | Jan 29, 2025 | 59 | $131.1M |
| Piper Sandler & Co. | 0000724683 | Feb 10, 2025 | 28 | $131.1M |
| Landing Point Financial Group, LLC | 0002025964 | Feb 13, 2025 | 69 | $131.0M |
| Fearless Solutions, LLC dba Best Invest | 0002094159 | Nov 5, 2025 | 96 | $131.0M |
| Lewis Asset Management, LLC | 0002004520 | Jan 23, 2025 | 129 | $131.0M |
| Barnes Pettey Financial Advisors, LLC | 0001908288 | Jan 23, 2025 | 100 | $131.0M |
| Alpha Zero LLC | 0002079032 | Nov 12, 2025 | 68 | $130.9M |
| Dean, Jacobson Financial Services, LLC | 0001869456 | Jan 23, 2025 | 9 | $130.9M |
| Morgens Waterfall Vintiadis & Co. Inc. | 0001016150 | Feb 14, 2025 | 22 | $130.9M |
| South Plains Financial, Inc. | 0001163668 | Feb 14, 2025 | 267 | $130.9M |
| Marvin & Palmer Associates Inc. | 0000860645 | Feb 7, 2025 | 27 | $130.9M |
| SCP Investment, LP | 0001730961 | Feb 12, 2025 | 48 | $130.9M |
| Vestment Financial LLC | 0002056705 | Feb 14, 2025 | 38 | $130.8M |
| Dentgroup LLC | 0001867570 | Jan 3, 2025 | 80 | $130.8M |
| Travelers Companies, Inc. | 0000086312 | Feb 7, 2025 | 3 | $130.8M |
| Clark Financial Services Group Inc. | 0001001011 | Feb 14, 2025 | 81 | $130.8M |
| Wealth Management Strategies, Inc. | 0002057285 | Aug 17, 2026 | 36 | $130.8M |
| Hibernia Wealth Partners, LLC | 0001950637 | Jan 29, 2025 | 53 | $130.7M |
| Pillar Financial Advisors, LLC | 0002054958 | Feb 7, 2025 | 116 | $130.6M |
| Paladin Advisory Group, LLC | 0001899703 | Jan 23, 2025 | 236 | $130.6M |
| Copley Financial Group, Inc. | 0002045258 | Mar 5, 2025 | 108 | $130.6M |
| Broadwater Capital Management LLC | 0002084339 | Feb 3, 2026 | 233 | $130.5M |
| Samson Rock Capital LLP | 0001788558 | Jan 28, 2025 | 7 | $130.5M |
| Promus Capital, LLC | 0002054921 | Aug 25, 2025 | 302 | $130.4M |
| Pennant Select, LLC | 0002011563 | Feb 14, 2025 | 10 | $130.4M |
| Zeit Capital LLC | 0001808163 | Feb 7, 2025 | 24 | $130.4M |
| Keynote Financial Services LLC | 0002026127 | Feb 5, 2025 | 152 | $130.4M |
| Pelion, Inc. | 0001787862 | Feb 12, 2025 | 4 | $130.4M |
| Trium Capital LLP | 0001963860 | Jan 15, 2025 | 34 | $130.3M |
| LifeSteps Financial, Inc. | 0001801373 | Feb 3, 2025 | 82 | $130.3M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 0002053628 | Feb 12, 2025 | 10 | $130.3M |
| Moulton Wealth Management, Inc. | 0001792510 | Jan 16, 2025 | 43 | $130.2M |
| Schulz Wealth, LTD. | 0002011780 | Feb 5, 2025 | 61 | $130.2M |
| Hein Park Capital Management LP | 0001826937 | Feb 14, 2025 | 4 | $130.2M |
| Pangea Capital Gestao de Recursos Ltda. | 0002119167 | Jul 2, 2026 | 4 | $130.1M |
| Oak Wealth Advisors LLC | 0002056728 | Feb 14, 2025 | 59 | $130.0M |