| Keynote Financial Services LLC | 0002026127 | Jun 13, 2024 | 151 | $119.2M |
| Braun-Bostich & Associates Inc. | 0001740842 | Apr 29, 2024 | 125 | $119.4M |
| Qalhat Capital Ltd | 0001884252 | May 15, 2024 | 7 | $119.6M |
| Magnolia Capital Advisors LLC | 0001803662 | May 2, 2024 | 92 | $119.6M |
| International City Management Association Retirement Corp | 0001691813 | May 1, 2024 | 6 | $119.7M |
| Strategic Equity Management | 0001843578 | Apr 16, 2024 | 35 | $119.7M |
| Wallace Hart LLC | 0002018963 | May 15, 2024 | 26 | $119.7M |
| Edmp, Inc. | 0001016021 | Apr 24, 2024 | 76 | $119.8M |
| Pacific Wealth Strategies Group, Inc. | 0001766571 | May 2, 2024 | 49 | $119.9M |
| GeoSphere Capital Management, LLC | 0001426876 | May 15, 2024 | 24 | $119.9M |
| Fairfield University | 0001717825 | May 1, 2024 | 3 | $119.9M |
| Perkins Capital Management Inc. | 0000884300 | May 9, 2024 | 90 | $119.9M |
| Vinland Capital Management Gestora de Recursos LTDA. | 0001944332 | Apr 24, 2024 | 54 | $120.2M |
| Atlantic Private Wealth, LLC | 0001893143 | May 13, 2024 | 111 | $120.2M |
| Sound Financial Strategies Group, LLC | 0001800620 | May 13, 2024 | 69 | $120.2M |
| Arlington Capital Management, Inc. | 0001606507 | Apr 24, 2024 | 95 | $120.3M |
| TAM Capital Management Inc. | 0001594591 | May 16, 2024 | 7 | $120.3M |
| Courant Investment Management LLC | 0001695426 | Apr 22, 2024 | 9 | $120.3M |
| Golden Road Advisors LLC | 0002014454 | Apr 18, 2024 | 37 | $120.4M |
| Cravens & Co Advisors, LLC | 0001966116 | Apr 2, 2024 | 72 | $120.4M |
| General Equity Holdings LP | 0001700362 | May 15, 2024 | 4 | $120.4M |
| White Wing Wealth Management | 0002001473 | Apr 17, 2024 | 30 | $120.5M |
| Elizabeth Park Capital Advisors, Ltd. | 0001600583 | May 15, 2024 | 46 | $120.5M |
| Berry Wealth Group, LP | 0002008410 | Apr 22, 2024 | 84 | $120.5M |
| Guardian Asset Advisors, LLC | 0002021272 | May 7, 2024 | 100 | $120.5M |
| Echo Wealth Management, LLC | 0001846994 | Apr 22, 2024 | 43 | $120.6M |
| Trademark Financial Management, LLC | 0002011736 | May 7, 2024 | 76 | $120.6M |
| FMA Wealth Management, LLC | 0002011155 | Apr 29, 2024 | 40 | $120.7M |
| All Season Financial Advisors, Inc. | 0001746810 | Apr 17, 2024 | 99 | $120.7M |
| Encompass More Asset Management | 0002011218 | May 10, 2024 | 99 | $120.7M |
| Oceanside Advisors LLC | 0002012184 | Apr 24, 2024 | 46 | $120.8M |
| Dentgroup LLC | 0001867570 | Apr 3, 2024 | 77 | $120.8M |
| Unionview, LLC | 0001908167 | Apr 29, 2024 | 92 | $120.9M |
| BTS Asset Management, Inc. | 0001532842 | Apr 22, 2024 | 36 | $120.9M |
| OMNI 360 Wealth, Inc. | 0002010436 | Oct 27, 2025 | 104 | $121.0M |
| Clifford Group, LLC | 0001965522 | May 15, 2024 | 71 | $121.1M |
| Prospect Financial Services LLC | 0002012519 | Apr 22, 2024 | 73 | $121.1M |
| J.H. Whitney Equity Partners VII, LLC | 0001567459 | Apr 23, 2024 | 1 | $121.2M |
| swisspartners Advisors Ltd | 0001805754 | May 6, 2024 | 28 | $121.3M |
| Hummer Financial Advisory Services Inc | 0001802279 | Apr 11, 2024 | 108 | $121.3M |
| Custom Portfolio Group LLC | 0002034330 | Aug 27, 2024 | 237 | $121.4M |
| Lewis Asset Management, LLC | 0002004520 | May 1, 2024 | 117 | $121.4M |
| Glenorchy Capital Ltd | 0002008506 | May 15, 2024 | 63 | $121.4M |
| Bain Capital Public Equity, LP | 0001962552 | May 15, 2024 | 26 | $121.4M |
| Nabity-Jensen Investment Management Inc | 0002044851 | Jan 14, 2025 | 82 | $121.5M |
| Paragon Financial Partners, Inc. | 0001910845 | Apr 24, 2024 | 81 | $121.5M |
| Firetrail Investments PTY Ltd. | 0001943822 | May 15, 2024 | 19 | $121.6M |
| Clear Point Advisors Inc. | 0002010474 | May 16, 2024 | 577 | $121.6M |
| Patrick M Sweeney & Associates, Inc. | 0002010453 | Apr 25, 2024 | 134 | $121.6M |
| Bruce G. Allen Investments, LLC | 0002005409 | Apr 10, 2024 | 961 | $121.6M |
| Doheny Asset Management | 0000936936 | May 8, 2024 | 70 | $121.7M |
| Exchange Bank | 0002001155 | Apr 12, 2024 | 114 | $121.7M |
| RiverPark Advisors, LLC | 0001484256 | May 3, 2024 | 129 | $121.7M |
| Walker Financial Services, Inc. | 0001965479 | Apr 11, 2024 | 27 | $121.7M |
| Fortune 45 LLC | 0001918707 | Apr 18, 2024 | 26 | $121.7M |
| Del-Sette Capital Management, LLC | 0001610580 | May 3, 2024 | 39 | $121.8M |
| Outfitters Financial LLC | 0001846505 | Apr 30, 2024 | 80 | $121.8M |
| Safir Wealth Advisors, LLC | 0001830103 | Apr 15, 2024 | 17 | $121.8M |
| Frazier Financial Advisors, LLC | 0002002745 | May 13, 2024 | 942 | $121.9M |
| Grizzlyrock Capital, LLC | 0002011732 | May 15, 2024 | 20 | $121.9M |
| UNC Management Company, Inc. | 0001911286 | May 15, 2024 | 2 | $122.0M |
| Farrell Financial LLC | 0002031235 | Jul 24, 2024 | 71 | $122.1M |
| POM Investment Strategies, LLC | 0001906322 | May 15, 2024 | 251 | $122.1M |
| Gimbal Financial | 0001835206 | May 1, 2024 | 46 | $122.2M |
| Center For Asset Management LLC | 0001844878 | Apr 25, 2024 | 100 | $122.2M |
| Integrated Capital Management, Inc. | 0001608826 | Apr 11, 2024 | 79 | $122.3M |
| Richardson Capital Management LLC | 0001621646 | Apr 17, 2024 | 143 | $122.3M |
| Pachira Investments Inc. | 0001563634 | Apr 19, 2024 | 44 | $122.3M |
| Virginia Wealth Management Group, Inc. | 0001898282 | Apr 25, 2024 | 53 | $122.4M |
| Mosaic Advisors LLC | 0001808523 | Apr 19, 2024 | 16 | $122.5M |
| Hoge Financial Services, LLC | 0001989834 | May 6, 2024 | 53 | $122.5M |
| Yorktown Energy Partners VIII, L.P. | 0001473116 | May 15, 2024 | 2 | $122.5M |
| Sowa Financial Group, Inc. | 0001806226 | Apr 18, 2024 | 30 | $122.6M |
| Lam Group, Inc. | 0001961944 | Apr 5, 2024 | 127 | $122.6M |
| Foundation Wealth Management, LLC | 0001966351 | May 8, 2024 | 39 | $122.7M |
| Birchview Capital, LP | 0001618205 | Jun 30, 2025 | 59 | $122.7M |
| Coalescence Partners Investment Management, LP | 0001759662 | May 14, 2024 | 13 | $122.7M |
| Castle Creek Capital Partners VI, LP | 0001666749 | May 15, 2024 | 5 | $122.7M |
| Mainsail Asset Management, LLC | 0002016972 | Apr 9, 2024 | 54 | $122.8M |
| Working Capital Advisors (UK) Ltd. | 0001807878 | May 15, 2024 | 3 | $122.8M |
| Applied Capital LLC | 0001965393 | Apr 18, 2024 | 83 | $122.8M |
| RK Asset Management, LLC | 0001595686 | Apr 3, 2024 | 21 | $122.9M |
| Sanctuary Wealth Management, L.L.C. | 0001728436 | May 7, 2024 | 277 | $122.9M |
| Signature Wealth Management Partners, LLC | 0001824694 | Apr 26, 2024 | 101 | $122.9M |
| Diker Management LLC | 0001276525 | May 15, 2024 | 36 | $122.9M |
| Howard Wealth Management, LLC | 0001766286 | May 6, 2024 | 104 | $123.0M |
| Eagle Wealth Strategies LLC | 0002009882 | Apr 15, 2024 | 94 | $123.1M |
| Alethea Capital Management, LLC | 0001549408 | May 16, 2024 | 32 | $123.1M |
| Equinox Partners Investment Management LLC | 0000938552 | Apr 15, 2024 | 8 | $123.1M |
| Empirical Capital Management, LLC | 0001642274 | May 16, 2024 | 17 | $123.2M |
| Axim Planning & Wealth | 0001950607 | Apr 24, 2024 | 24 | $123.3M |
| Battery Global Advisors, LLC | 0001582272 | May 15, 2024 | 35 | $123.3M |
| Tilia Fiduciary Partners, Inc. | 0001910210 | Apr 12, 2024 | 97 | $123.3M |
| Tikehau Investment Management | 0001740840 | May 14, 2024 | 16 | $123.4M |
| Crew Capital Management, Ltd | 0001835669 | Apr 29, 2024 | 117 | $123.4M |
| Alterna Wealth Management, Inc. | 0001767699 | May 3, 2024 | 95 | $123.4M |
| Dean, Jacobson Financial Services, LLC | 0001869456 | Apr 19, 2024 | 13 | $123.5M |
| Washington Capital Management, Inc. | 0000928566 | Apr 12, 2024 | 107 | $123.5M |
| Bradley & Co. Private Wealth Management, LLC | 0001861678 | Apr 29, 2024 | 188 | $123.7M |
| Zeit Capital LLC | 0001808163 | May 13, 2024 | 30 | $123.9M |