| AJU IB Investment Co., Ltd. | 0001710065 | Apr 8, 2025 | 8 | $102.8M |
| Smith Asset Management Co., LLC | 0002068217 | Jul 16, 2025 | 66 | $102.7M |
| Alden Global Capital LLC | 0001616882 | Feb 14, 2025 | 23 | $102.7M |
| Corepath Wealth Partners LLC | 0001845838 | Jan 17, 2025 | 29 | $102.6M |
| A&I Financial Services, LLC | 0001728031 | Feb 5, 2025 | 72 | $102.6M |
| Bancreek Capital Management, LP | 0001852042 | Feb 11, 2025 | 21 | $102.5M |
| Searchlight Capital Partners, L.P. | 0001697030 | Feb 14, 2025 | 3 | $102.5M |
| Navigoe, LLC | 0002056100 | Feb 14, 2025 | 178 | $102.4M |
| Lane Generational LLC | 0001901384 | Feb 7, 2025 | 32 | $102.4M |
| Wall Street Financial Group, Inc. | 0002019337 | Jan 17, 2025 | 39 | $102.4M |
| Capstone Wealth Management, LLC | 0002019411 | Jan 17, 2025 | 47 | $102.4M |
| Benningfield Financial Advisors, LLC | 0002053653 | Feb 4, 2025 | 14 | $102.2M |
| PUREfi Wealth, LLC | 0002001520 | Jan 30, 2025 | 152 | $102.2M |
| Aspire Growth Partners LLC | 0002055568 | Feb 14, 2025 | 99 | $102.2M |
| Montchanin Asset Management, LLC | 0001940660 | Feb 20, 2025 | 54 | $102.2M |
| Caitong International Asset Management Co., Ltd | 0001963355 | Feb 14, 2025 | 1,658 | $102.1M |
| Oregon Pacific Wealth Management, LLC | 0002043757 | Jan 24, 2025 | 119 | $102.0M |
| Colrain Capital LLC | 0001216093 | Feb 12, 2025 | 27 | $102.0M |
| Hudson Portfolio Management LLC | 0001847700 | Feb 13, 2025 | 113 | $102.0M |
| Garden Investment Management, L.P. | 0002044217 | Feb 14, 2025 | 1 | $102.0M |
| Figure 8 Investment Strategies LLC | 0001909570 | Jan 30, 2025 | 53 | $102.0M |
| Riggs Capital Management LLC | 0002055900 | Feb 12, 2025 | 105 | $101.9M |
| Kaleidoscope Capital LP | 0001702912 | Feb 13, 2025 | 9 | $101.9M |
| Croban | 0001694663 | Aug 19, 2025 | 72 | $101.9M |
| M28 Capital Management LP | 0001807489 | Feb 13, 2025 | 11 | $101.9M |
| Wingate Wealth Advisors, Inc. | 0002041800 | Jan 29, 2025 | 477 | $101.8M |
| Total Wealth Planning & Management, Inc. | 0002058383 | Feb 28, 2025 | 175 | $101.8M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0002016209 | Feb 10, 2025 | 48 | $101.7M |
| Arbor Capital Management Inc. | 0001027570 | Feb 10, 2025 | 97 | $101.6M |
| Spectrum Asset Management, Inc. | 0001318293 | Jan 31, 2025 | 5 | $101.6M |
| Ionic Capital Management LLC | 0001386462 | Feb 14, 2025 | 76 | $101.5M |
| Cornerstone Financial Group, LLC | 0002056783 | Feb 14, 2025 | 67 | $101.5M |
| Persium Advisors, LLC | 0002033683 | Jan 13, 2025 | 58 | $101.5M |
| Piar LLC | 0002054677 | Feb 3, 2025 | 57 | $101.4M |
| Luts & Greenleigh Group, Inc. | 0001967844 | Jan 17, 2025 | 78 | $101.2M |
| Frisco Financial Planning LLC | 0002133972 | May 12, 2026 | 18 | $101.2M |
| Authentikos Wealth Advisory, LLC | 0001967054 | Jan 29, 2025 | 83 | $101.2M |
| Kraematon Investment Advisors, Inc. | 0001910852 | Jan 15, 2025 | 88 | $101.1M |
| Fulcrum Equity Management | 0001737888 | Mar 24, 2025 | 110 | $101.1M |
| Hyundai Investments Co., Ltd. | 0001892772 | Feb 14, 2025 | 1 | $101.0M |
| Invera Wealth Advisors, LLC | 0001976780 | Feb 3, 2025 | 47 | $101.0M |
| Rahlfs Capital, LLC | 0002056410 | May 14, 2025 | 78 | $100.9M |
| Peapod Lane Capital LLC | 0002050979 | Jan 29, 2025 | 57 | $100.9M |
| Entruity Wealth, LLC | 0001719303 | Feb 13, 2025 | 42 | $100.8M |
| Winnacle Wealth LLC | 0002079687 | Aug 21, 2025 | 631 | $100.8M |
| Ativo Capital Management LLC | 0001423065 | Feb 3, 2025 | 51 | $100.8M |
| Sherwood Financial Partners, LLC | 0002056427 | Feb 18, 2025 | 7 | $100.8M |
| New Covenant Trust Company, N.A. | 0002023097 | Feb 6, 2025 | 85 | $100.7M |
| Legacy Capital Wealth Management, LLC | 0002071183 | Jun 4, 2025 | 51 | $100.7M |
| Propel Bio Management, LLC | 0001969764 | Feb 14, 2025 | 21 | $100.7M |
| Strategent Financial, LLC | 0002052737 | Feb 4, 2025 | 32 | $100.7M |
| K2 Financial Inc. | 0002044711 | Feb 7, 2025 | 60 | $100.6M |
| Fortress Financial Group, LLC | 0002054451 | Feb 5, 2025 | 69 | $100.6M |
| Quest 10 Wealth Builders, Inc. | 0002035215 | Feb 13, 2025 | 714 | $100.5M |
| Mascagni Wealth Management, Inc. | 0002063074 | Apr 23, 2025 | 112 | $100.5M |
| International Private Wealth Advisors LLC | 0002022637 | Jan 29, 2025 | 152 | $100.5M |
| IDG China Capital Fund III Associates L.P. | 0001649614 | Feb 6, 2025 | 2 | $100.5M |
| Novus Advisors, LLC | 0002042508 | Feb 7, 2025 | 112 | $100.4M |
| Severin Investments, LLC | 0001763454 | Dec 3, 2025 | 185 | $100.4M |
| CWC Advisors, LLC. | 0001520683 | Mar 18, 2025 | 121 | $100.3M |
| Schaeffer Financial LLC | 0001898838 | Feb 3, 2025 | 19 | $100.3M |
| Pathway Capital Management, LP | 0001037353 | Feb 5, 2025 | 9 | $100.2M |
| AG Asset Advisory, LLC | 0001625008 | Mar 6, 2025 | 23 | $100.2M |
| AlphaCentric Advisors LLC | 0001913464 | Jan 31, 2025 | 209 | $100.2M |
| Kinney Asset Management, LLC | 0001803121 | Jan 31, 2025 | 4 | $100.2M |
| MY Wealth Management Inc. | 0001827845 | Feb 7, 2025 | 26 | $100.1M |
| Phillips Wealth Planners LLC | 0001962628 | Jan 17, 2025 | 176 | $100.1M |
| Drystone LLC | 0001910462 | Jan 23, 2025 | 19 | $100.1M |
| BTS Asset Management, Inc. | 0001532842 | Jan 15, 2025 | 37 | $100.1M |
| PICTET BANK & TRUST Ltd | 0001535631 | Jan 30, 2025 | 42 | $100.1M |
| Phil A. Younker & Associates, Ltd. | 0002063635 | Apr 7, 2025 | 28 | $100.1M |
| Up Strategic Wealth Investment Advisors LLC | 0002011649 | Feb 14, 2025 | 79 | $100.0M |
| HMV Wealth Advisors, LLC | 0002054904 | Feb 10, 2025 | 78 | $99.9M |
| Eagle Harbor Asset Management Inc. | 0001088388 | Aug 11, 2026 | 122 | $99.9M |
| Agincourt Capital Management, LLC | 0001845254 | Jan 10, 2025 | 3 | $99.9M |
| GeoSphere Capital Management, LLC | 0001426876 | Feb 14, 2025 | 31 | $99.7M |
| LWM Advisors Inc. | 0002067328 | May 13, 2025 | 25 | $99.6M |
| ArborFi Advisors, LLC | 0002054674 | Feb 14, 2025 | 45 | $99.6M |
| Intrinsic Value Partners, LLC | 0001910364 | Jan 30, 2025 | 59 | $99.6M |
| Golden Bell Financial Planning LLC | 0002044309 | Feb 4, 2025 | 34 | $99.5M |
| Acuta Capital Partners, LLC | 0001582844 | Feb 14, 2025 | 39 | $99.4M |
| Santa Clara Valley Transportation Authority | 0002043469 | Feb 10, 2025 | 4 | $99.4M |
| Fiduciary Advisors, Inc. | 0002047030 | Jan 23, 2025 | 99 | $99.4M |
| Kennebec Savings Bank | 0002043536 | Jan 23, 2025 | 246 | $99.3M |
| BG Investment Services, LLC | 0001873989 | Feb 12, 2025 | 29 | $99.3M |
| Chung Wu Investment Group, LLC | 0002054278 | Feb 7, 2025 | 77 | $99.3M |
| DBK Financial Counsel, LLC | 0001904822 | Jan 13, 2025 | 51 | $99.3M |
| Shade Tree Advisors LLC | 0001804785 | Jan 29, 2025 | 16 | $99.2M |
| Miramar Fiduciary Corp | 0001587301 | May 14, 2025 | 5 | $99.1M |
| NorthLanding Financial Partners, LLC | 0001655982 | Jan 17, 2025 | 35 | $99.1M |
| Clientfirst Wealth Management, LLC | 0001915494 | Jan 28, 2025 | 47 | $98.9M |
| Boyce & Associates Wealth Consulting, Inc. | 0001922884 | Jan 13, 2025 | 70 | $98.8M |
| Nestegg Advisors, Inc. | 0002062716 | Mar 21, 2025 | 45 | $98.8M |
| MKD Wealth Coaches, LLC | 0001536549 | Feb 5, 2025 | 29 | $98.8M |
| Terra Alpha Investments LLC | 0002055566 | Feb 10, 2025 | 32 | $98.8M |
| Pitti Group Wealth Management, LLC | 0001909664 | Feb 10, 2025 | 73 | $98.7M |
| Poinciana Advisors Group, LLC | 0002054543 | Feb 10, 2025 | 103 | $98.7M |
| Corps Capital Advisors, LLC | 0002054234 | Feb 3, 2025 | 78 | $98.6M |
| Stegent Equity Advisors, Inc. | 0001908976 | Feb 5, 2025 | 90 | $98.5M |
| Chesapeake Capital Corp. | 0001093908 | Feb 11, 2025 | 165 | $98.5M |