| Spartan Planning & Wealth Management | 0001749283 | Jan 7, 2025 | 71 | $109.5M |
| Minot DeBlois Advisors LLC | 0001475933 | Feb 14, 2025 | 309 | $109.5M |
| Elefante Mark B | 0001661535 | Feb 14, 2025 | 50 | $109.5M |
| M Wealth Management, LLC | 0002026150 | Jan 23, 2025 | 44 | $109.5M |
| Fairway Financial, LLC | 0001921009 | Feb 3, 2025 | 21 | $109.5M |
| CVFG LLC | 0002050974 | Jan 15, 2025 | 88 | $109.6M |
| Divco West Real Estate Services, LLC | 0001561877 | Feb 6, 2025 | 4 | $109.7M |
| Cyr Financial Inc. | 0002010666 | Jan 23, 2025 | 54 | $109.7M |
| City National Bank of Florida | 0000709447 | Feb 18, 2025 | 117 | $109.7M |
| Barington Companies Management, LLC | 0000887762 | Feb 14, 2025 | 9 | $109.8M |
| MRP Capital Investments, LLC | 0001964831 | Feb 11, 2025 | 232 | $109.8M |
| Ramiah Investment Group | 0001566307 | May 29, 2026 | 60 | $109.8M |
| Wellington Wealth Strategies, LLC. | 0002007383 | Feb 14, 2025 | 66 | $109.8M |
| PMG Wealth Management, Inc. | 0002052904 | Feb 3, 2025 | 47 | $109.8M |
| American Alpha Advisors, LLC | 0002041441 | Feb 11, 2025 | 63 | $109.9M |
| Camelot Technology Advisors, Inc. | 0002021818 | Jan 17, 2025 | 54 | $109.9M |
| Seelaus Asset Management LLC | 0001705655 | Jan 28, 2025 | 169 | $110.0M |
| Riverview Trust Co | 0001593600 | Feb 6, 2025 | 820 | $110.0M |
| Opulen Financial Group LLC | 0002055099 | Feb 6, 2025 | 87 | $110.0M |
| Pin Oak Investment Advisors Inc. | 0001094584 | Feb 11, 2025 | 476 | $110.0M |
| PARK CIRCLE Co | 0001546592 | Feb 13, 2025 | 105 | $110.0M |
| Fortune Financial Advisors, LLC | 0001961828 | Jan 23, 2025 | 88 | $110.0M |
| Joel Adams & Associates, Inc. | 0002020459 | Jan 31, 2025 | 58 | $110.1M |
| Commons Capital, LLC | 0001912835 | Jan 17, 2025 | 92 | $110.2M |
| DMKC Advisory Services, LLC | 0001901337 | Feb 5, 2025 | 56 | $110.2M |
| Dahring | Cusmano LLC | 0002053669 | Feb 3, 2025 | 61 | $110.3M |
| Breakthru Advisory Services, LLC | 0002055645 | Feb 18, 2025 | 54 | $110.5M |
| William Howard & Co Financial Advisors Inc | 0002023493 | Jan 28, 2025 | 52 | $110.5M |
| Bonfire Financial | 0001762539 | Jan 29, 2025 | 51 | $110.5M |
| Innovative Wealth Building LLC | 0002062596 | Apr 24, 2025 | 52 | $110.6M |
| Thor Trading Advisors, LLC | 0002057073 | Feb 19, 2025 | 8 | $110.6M |
| Nightview Capital, LLC | 0001680843 | Feb 14, 2025 | 4 | $110.6M |
| Amitell Capital Pte Ltd | 0001807559 | Feb 13, 2025 | 36 | $110.7M |
| Fox Financial, Inc | 0002004131 | Jan 23, 2025 | 13 | $110.7M |
| VanWeelden Wealth Management, LLC | 0001740451 | Feb 10, 2025 | 22 | $110.7M |
| CPR Investments Inc. | 0001775053 | Jan 14, 2025 | 35 | $110.8M |
| Sharpepoint LLC | 0002046822 | Feb 13, 2025 | 73 | $111.0M |
| TFJ Management, LLC | 0002056069 | Feb 13, 2025 | 16 | $111.0M |
| Seros Financial, LLC | 0002039918 | Jan 17, 2025 | 52 | $111.1M |
| Orca Wealth Management, LLC | 0002043765 | Jan 22, 2025 | 63 | $111.1M |
| Members Capital Advisors Inc. | 0001025421 | Jan 27, 2025 | 29 | $111.2M |
| Obsido Oy | 0002067281 | May 15, 2025 | 20 | $111.2M |
| Kize Capital LP | 0001798860 | Feb 13, 2025 | 7 | $111.2M |
| Emmett Investment Management, LP | 0002042845 | Feb 14, 2025 | 26 | $111.3M |
| Stillwater Wealth Management Group | 0002063941 | Apr 14, 2025 | 68 | $111.4M |
| US Asset Management LLC | 0001882673 | Feb 18, 2025 | 122 | $111.5M |
| Trace Wealth Advisors, LLC | 0002055838 | Feb 14, 2025 | 56 | $111.6M |
| Littlejohn Financial Services, Inc. | 0002031637 | Jan 30, 2025 | 53 | $111.7M |
| Investment Management Corp. /Va/ | 0000789307 | Feb 18, 2025 | 193 | $111.8M |
| Milestone Asset Management Group, LLC | 0002063452 | Mar 27, 2025 | 95 | $111.9M |
| St. Nicholas Private Asset Management, Inc. | 0002054680 | Feb 4, 2025 | 38 | $111.9M |
| Edge Financial Advisors LLC | 0002011402 | Jan 17, 2025 | 92 | $111.9M |
| Collier Financial | 0001902901 | Jan 29, 2025 | 114 | $112.0M |
| CM Management, LLC | 0001841857 | Feb 7, 2025 | 57 | $112.0M |
| Signature Resources Capital Management, LLC | 0001940917 | Jan 17, 2025 | 368 | $112.0M |
| Teleios Capital Partners GmbH | 0001690451 | Jun 20, 2025 | 1 | $112.0M |
| Innovative Advisory Group, LLC | 0002156202 | Sep 23, 2026 | 236 | $112.2M |
| Baring Financial LLC | 0002052588 | Jan 23, 2025 | 62 | $112.2M |
| Arbor Wealth Advisors LLC | 0002009890 | Jan 14, 2025 | 52 | $112.2M |
| Villanova Investment Management Co LLC | 0001872130 | Feb 12, 2025 | 57 | $112.3M |
| Putney Financial Group LLC | 0002056907 | Feb 21, 2025 | 321 | $112.3M |
| Riverbend Wealth Management, LLC | 0002055570 | Feb 7, 2025 | 114 | $112.3M |
| Magnolia Private Wealth, LLC | 0002055130 | Feb 5, 2025 | 104 | $112.3M |
| Dynamic Wealth Strategies, LLC | 0001812853 | Feb 13, 2025 | 64 | $112.4M |
| Brueske Advisory Services, LLC | 0001879492 | Feb 5, 2025 | 56 | $112.4M |
| Bright Futures Wealth Management, LLC. | 0001803980 | Jan 30, 2025 | 125 | $112.4M |
| SRN Advisors, LLC | 0001872370 | Feb 5, 2025 | 102 | $112.5M |
| Summit Investment Advisors, Inc. | 0002055275 | Feb 14, 2025 | 55 | $112.5M |
| ADG Wealth Management Group, LLC | 0002053824 | Feb 5, 2025 | 28 | $112.6M |
| Certior Financial Group, LLC | 0002055620 | Feb 13, 2025 | 118 | $112.6M |
| Womack Financial LLC | 0002107079 | Feb 4, 2026 | 64 | $112.7M |
| Bluegrass Capital Partners LP | 0001727353 | Feb 7, 2025 | 11 | $112.7M |
| AdviceOne Advisory Services, LLC | 0001998980 | Jun 27, 2025 | 30 | $112.7M |
| Hickory Point Bank & Trust | 0002039144 | Feb 5, 2025 | 120 | $112.7M |
| Tassel Capital Management, Inc. | 0001999208 | Feb 7, 2025 | 38 | $112.7M |
| Perkins Capital Management Inc. | 0000884300 | Feb 11, 2025 | 81 | $112.7M |
| Wolfstich Capital, LLC | 0002047009 | Feb 6, 2025 | 23 | $112.8M |
| Reliant Investment Partners, LLC | 0002069207 | May 20, 2025 | 110 | $112.8M |
| Adams Street Partners LLC | 0001193586 | Feb 14, 2025 | 6 | $112.8M |
| MeadowBrook Investment Advisors LLC | 0001308290 | Jan 29, 2025 | 310 | $112.8M |
| TCM Advisors, LLC | 0001911491 | Feb 13, 2025 | 62 | $112.9M |
| Rubicon Founders LLC | 0002032489 | Feb 12, 2025 | 1 | $112.9M |
| Note Advisors, LLC | 0002056243 | Feb 18, 2025 | 75 | $112.9M |
| Blue Water Life Science Advisors, LP | 0001789778 | Feb 13, 2025 | 9 | $112.9M |
| Lancaster Investment Management | 0001630064 | Feb 10, 2025 | 5 | $112.9M |
| AyurMaya Capital Management Company, LP | 0001975990 | Feb 13, 2025 | 2 | $113.0M |
| DCVC Opportunity Fund II GP, LLC | 0001668343 | Feb 14, 2025 | 2 | $113.0M |
| Twin City Private Wealth, LLC | 0002021982 | Feb 11, 2025 | 95 | $113.1M |
| Sherrill & Hutchins Financial Advisory, Inc | 0002005607 | Jan 14, 2025 | 11 | $113.1M |
| Cook & Bynum Capital Management, LLC | 0001542280 | Feb 14, 2025 | 5 | $113.1M |
| LifePlan Financial, LLC | 0001739485 | Jan 17, 2025 | 86 | $113.2M |
| Greycroft LP | 0001910274 | Feb 14, 2025 | 11 | $113.2M |
| Catherine Avery Investment Management LLC | 0002103454 | Jan 5, 2026 | 176 | $113.3M |
| Accelerate Investment Advisors LLC | 0002035216 | Jan 13, 2025 | 100 | $113.4M |
| Crowley Wealth Management, Inc. | 0002055836 | Feb 11, 2025 | 429 | $113.4M |
| Broyhill Asset Management, LLC | 0001966057 | Feb 13, 2025 | 73 | $113.5M |
| Everest Private Wealth | 0002056683 | Feb 13, 2025 | 50 | $113.5M |
| Lansing Management LP | 0001691908 | Feb 14, 2025 | 7 | $113.5M |
| Elevate Capital Advisors, LLC | 0001909571 | Jan 29, 2025 | 65 | $113.5M |
| Hershey Financial Advisers, LLC | 0002034214 | Feb 11, 2025 | 63 | $113.6M |