| Canandaigua National Trust Co of Florida | 0001471384 | Jul 8, 2025 | 122 | $140.6M |
| Code Waechter LLC | 0002039212 | Aug 5, 2025 | 111 | $140.6M |
| Elevate Wealth Advisory, Inc. | 0002011651 | Jul 23, 2025 | 134 | $140.5M |
| MontVue Capital Management, Inc. | 0002008758 | Jul 16, 2025 | 65 | $140.5M |
| William Marsh Rice University | 0001674705 | Jul 16, 2025 | 2 | $140.4M |
| Orser Capital Management, LLC | 0001785717 | Jul 9, 2025 | 46 | $140.4M |
| Towerview LLC | 0001166573 | Aug 6, 2025 | 20 | $140.3M |
| BCO Wealth Management LLC | 0002054749 | Jul 18, 2025 | 37 | $140.2M |
| Audent Global Asset Management, LLC | 0001834874 | Aug 15, 2025 | 52 | $140.1M |
| Yunqi Capital Ltd | 0001912273 | Aug 7, 2025 | 5 | $140.1M |
| Uhlmann Price Securities, LLC | 0001035344 | Jul 29, 2025 | 186 | $140.1M |
| Sage Advisors, LLC | 0002032121 | Jul 28, 2025 | 36 | $140.1M |
| Twenty Acre Capital LP | 0001928941 | Aug 14, 2025 | 16 | $140.0M |
| Caitong International Asset Management Co., Ltd | 0001963355 | Jul 31, 2025 | 1,943 | $140.0M |
| Fidato Wealth LLC | 0001711360 | Aug 12, 2025 | 11 | $139.9M |
| Zeit Capital LLC | 0001808163 | Aug 26, 2025 | 28 | $139.9M |
| RMR Capital Management, LLC | 0002032709 | Jul 28, 2025 | 73 | $139.9M |
| POM Investment Strategies, LLC | 0001906322 | Aug 8, 2025 | 141 | $139.9M |
| Benjamin Joseph Floyd Dba Floyd Capital Management | 0001535254 | Jul 8, 2025 | 1 | $139.8M |
| Gordian Advisors LLC | 0002011856 | Jul 25, 2025 | 46 | $139.7M |
| Somnio Financial Group, LLC | 0002034894 | Jul 23, 2025 | 13 | $139.7M |
| Continental Advisors LLC | 0001277779 | Aug 19, 2025 | 36 | $139.7M |
| Crew Capital Management, Ltd | 0001835669 | Jul 14, 2025 | 113 | $139.5M |
| VestGen Investment Management | 0001511739 | Jul 31, 2025 | 165 | $139.5M |
| Rochester Wealth Strategies, LLC | 0001958456 | Jul 22, 2025 | 23 | $139.4M |
| LSP Investment Advisors, LLC | 0001728850 | Aug 14, 2025 | 20 | $139.4M |
| FourWorld Capital Management LLC | 0001770525 | Aug 14, 2025 | 21 | $139.3M |
| Everest Private Wealth | 0002056683 | Aug 5, 2025 | 65 | $139.2M |
| Brightwater Advisory LLC | 0002034566 | Aug 12, 2025 | 61 | $139.1M |
| CYBER HORNET ETFs LLC | 0001818014 | Aug 18, 2025 | 506 | $139.0M |
| Dynamic Wealth Strategies, LLC | 0001812853 | Aug 13, 2025 | 235 | $138.9M |
| Mustard Seed Financial, LLC | 0002011321 | Jul 17, 2025 | 86 | $138.8M |
| Alpha Financial Partners LLC | 0001966219 | Jul 25, 2025 | 89 | $138.8M |
| Silver Oak Wealth Advisors Services, LLC | 0002060368 | Jul 30, 2025 | 38 | $138.8M |
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) | 0001910318 | Jul 10, 2025 | 1 | $138.7M |
| Sierra Ocean, LLC | 0002051715 | Aug 7, 2025 | 1,028 | $138.7M |
| Antonelli Financial Advisors, LLC | 0002055364 | Jul 24, 2025 | 46 | $138.5M |
| Parkworth Wealth Management, Inc. | 0002026602 | Aug 13, 2025 | 1,352 | $138.5M |
| Turn8 Private Wealth Inc. | 0002070026 | Aug 8, 2025 | 44 | $138.5M |
| Mount Vernon Associates Inc. | 0000799003 | Jul 22, 2025 | 55 | $138.4M |
| Templeton & Phillips Capital Management, LLC | 0001961304 | Aug 4, 2025 | 47 | $138.4M |
| Cultivar Capital, Inc. | 0001989476 | Jul 8, 2025 | 38 | $138.4M |
| TPG Advisors LLC | 0002033388 | Jul 18, 2025 | 97 | $138.3M |
| Horizons Wealth Management | 0001943228 | Jul 7, 2025 | 176 | $138.2M |
| Albert D Mason Inc. | 0001169318 | Jul 29, 2025 | 143 | $138.2M |
| Park Square Financial Group, LLC | 0002058285 | Aug 12, 2025 | 1,006 | $138.1M |
| Hidden Cove Wealth Management, LLC | 0001963736 | Jul 15, 2025 | 73 | $138.0M |
| Factorial Partners, LLC | 0001732687 | Aug 11, 2025 | 63 | $138.0M |
| Wallace Advisory Group, LLC | 0001932645 | Jul 30, 2025 | 172 | $137.8M |
| Archer Investment Management, LLC | 0002052868 | Jul 9, 2025 | 53 | $137.8M |
| Triton Financial Group Inc | 0001811805 | Jul 30, 2025 | 87 | $137.8M |
| Capstone Capital LLC | 0001993327 | Jul 15, 2025 | 22 | $137.8M |
| Sippican Capital Advisors | 0001557406 | Jul 25, 2025 | 112 | $137.7M |
| Monetta Financial Services Inc. | 0000869179 | Aug 8, 2025 | 53 | $137.6M |
| Greycroft LP | 0001910274 | Aug 14, 2025 | 12 | $137.6M |
| Silvia McColl Wealth Management, LLC | 0001991983 | Jul 22, 2025 | 116 | $137.6M |
| Elkhorn Partners Limited Partnership | 0000928400 | Aug 14, 2025 | 37 | $137.5M |
| Fairscale Capital, LLC | 0002032350 | Aug 12, 2025 | 443 | $137.5M |
| Mainstream Capital Management LLC | 0002043084 | Jul 15, 2025 | 84 | $137.5M |
| Capstone Wealth Management Group LLC | 0002059649 | Jul 15, 2025 | 105 | $137.4M |
| City National Bank of Florida | 0000709447 | Aug 14, 2025 | 129 | $137.4M |
| Nalls Sherbakoff Group, LLC | 0001767500 | Mar 12, 2026 | 428 | $137.4M |
| Palliser Capital (UK) Ltd | 0001881490 | Jul 29, 2025 | 5 | $137.2M |
| Mork Capital Management, LLC | 0001626494 | Aug 14, 2025 | 109 | $137.1M |
| Arosa Capital Management LP | 0001596053 | Aug 14, 2025 | 39 | $137.0M |
| Retirement Wealth Solutions LLC | 0002044741 | Jul 7, 2025 | 445 | $137.0M |
| NDWM LLC | 0001818386 | Jul 31, 2025 | 31 | $136.6M |
| Tsai Capital Corp | 0001574850 | Aug 13, 2025 | 28 | $136.4M |
| Tao Capital Management LP | 0001802967 | Aug 12, 2025 | 9 | $136.4M |
| Soviero Asset Management, LP | 0001755622 | Aug 14, 2025 | 47 | $136.4M |
| Bradyco, Inc. | 0002055007 | Aug 13, 2025 | 49 | $136.4M |
| Nautilus Advisors LLC | 0002083253 | Aug 26, 2025 | 164 | $136.4M |
| Morgens Waterfall Vintiadis & Co. Inc. | 0001016150 | Aug 14, 2025 | 21 | $136.3M |
| Safir Wealth Advisors, LLC | 0001830103 | Jul 22, 2025 | 13 | $136.3M |
| Bravias Capital Group, LLC | 0002054328 | Aug 12, 2025 | 100 | $136.3M |
| Nova Wealth Management, Inc. | 0002051980 | Jul 7, 2025 | 743 | $136.2M |
| Asset Value Investors Ltd | 0001870300 | Jul 10, 2025 | 3 | $136.2M |
| Hein Park Capital Management LP | 0001826937 | Aug 14, 2025 | 2 | $136.1M |
| Brickwood Asset Management LLP | 0002056939 | Aug 1, 2025 | 8 | $136.1M |
| Synergy Financial Group, LTD | 0001905669 | Aug 15, 2025 | 112 | $135.8M |
| WFA of San Diego, LLC | 0001821407 | Aug 15, 2025 | 427 | $135.8M |
| Boyum Wealth Architects LLC | 0002068635 | Jul 9, 2025 | 51 | $135.8M |
| Glenorchy Capital Ltd | 0002008506 | Aug 14, 2025 | 57 | $135.8M |
| S. R. Schill & Associates | 0001616004 | Jul 2, 2025 | 26 | $135.7M |
| 1858 Wealth Management, LLC | 0002011812 | Jul 25, 2025 | 117 | $135.6M |
| Nabity-Jensen Investment Management Inc | 0002044851 | Jul 18, 2025 | 68 | $135.6M |
| AdviceOne Advisory Services, LLC | 0001998980 | Jul 25, 2025 | 32 | $135.5M |
| Hamilton Lane Advisors LLC | 0001573767 | Jul 2, 2025 | 14 | $135.4M |
| Babb Wealth Advisors LLC | 0002047312 | Aug 11, 2025 | 18 | $135.4M |
| Indaba Capital Management, L.P. | 0001524362 | Aug 14, 2025 | 10 | $135.4M |
| FMA Wealth Management, LLC | 0002011155 | Jul 15, 2025 | 39 | $135.1M |
| Five Pine Wealth Management | 0002041807 | Jul 15, 2025 | 40 | $135.1M |
| Roberts Capital Advisors, LLC | 0001883719 | Aug 13, 2025 | 78 | $135.1M |
| Aurora Private Wealth, Inc. | 0001802132 | Jul 24, 2025 | 162 | $135.1M |
| Community Bank of Raymore | 0001599923 | Jul 29, 2025 | 72 | $135.1M |
| Milestone Asset Management Group, LLC | 0002063452 | Aug 1, 2025 | 102 | $135.1M |
| Milestones Private Investment Advisors LLC | 0001726041 | Sep 11, 2025 | 119 | $135.0M |
| FSA Investment Group, LLC | 0002051584 | Jul 31, 2025 | 20 | $135.0M |
| Hudson Executive Capital LP | 0001652522 | Aug 14, 2025 | 3 | $135.0M |
| Basso Capital Management, L.P. | 0001287978 | Aug 13, 2025 | 77 | $134.9M |