| CogentBlue Wealth Advisors, LLC | 0002054047 | Feb 3, 2025 | 60 | $113.6M |
| Silverberg Bernstein Capital Management LLC | 0002007880 | Jan 14, 2025 | 54 | $113.6M |
| Wintrust Investments LLC | 0000049096 | Feb 10, 2025 | 427 | $113.6M |
| 7G Capital Management, LLC | 0001720350 | Feb 14, 2025 | 6 | $113.6M |
| Saxony Capital Management, LLC | 0001561330 | Jan 23, 2025 | 132 | $113.6M |
| Panoramic Capital Partners, LLC | 0002052992 | Jan 29, 2025 | 59 | $113.8M |
| Superstring Capital Management LP | 0001931118 | Feb 14, 2025 | 38 | $113.9M |
| PCG Asset Management, LLC | 0002054906 | Feb 5, 2025 | 78 | $114.0M |
| JDH Wealth Management, LLC | 0002022512 | Jan 22, 2025 | 46 | $114.0M |
| TABR Capital Management, LLC | 0001805603 | Jan 21, 2025 | 29 | $114.1M |
| Willner & Heller, LLC | 0001927796 | Jan 16, 2025 | 154 | $114.2M |
| Cultivar Capital, Inc. | 0001989476 | Jan 23, 2025 | 28 | $114.2M |
| Accredited Wealth Management, LLC | 0002056519 | Feb 14, 2025 | 357 | $114.3M |
| StepStone Group LP | 0001502287 | Feb 13, 2025 | 14 | $114.4M |
| Chico Wealth RIA | 0001926037 | Jan 22, 2025 | 30 | $114.4M |
| HFG Advisors, Inc. | 0001911087 | Jan 24, 2025 | 93 | $114.4M |
| Runnymede Capital Advisors, Inc. | 0002054540 | Feb 11, 2025 | 285 | $114.5M |
| GGV Capital LLC | 0001829132 | Feb 14, 2025 | 8 | $114.5M |
| Code Waechter LLC | 0002039212 | Jan 13, 2025 | 101 | $114.6M |
| Genesis Wealth Advisors, LLC | 0001637241 | Feb 4, 2025 | 63 | $114.7M |
| LongView Asset Management LLC | 0002053960 | Feb 4, 2025 | 52 | $114.7M |
| Foursixthree Capital LP | 0001897652 | Feb 14, 2025 | 12 | $114.8M |
| Anson Capital, Inc. | 0001906003 | Jan 31, 2025 | 70 | $114.8M |
| FSA Investment Group, LLC | 0002051584 | Jan 23, 2025 | 20 | $114.9M |
| Pilgrim Partners Asia Pte Ltd | 0002012674 | Feb 13, 2025 | 139 | $114.9M |
| Stage Harbor Financial, LLC | 0001934721 | Feb 12, 2025 | 58 | $114.9M |
| Harbert Fund Advisors, LLC | 0001616659 | Feb 13, 2025 | 58 | $115.0M |
| Seven Six Capital Management, LLC | 0002021188 | Feb 14, 2025 | 27 | $115.0M |
| Hoese & Co LLP | 0001840268 | Jan 16, 2025 | 166 | $115.2M |
| Spectrum Planning & Advisory Services Inc. | 0001725394 | Jan 22, 2025 | 61 | $115.2M |
| Finward Bancorp | 0000919864 | Feb 13, 2025 | 103 | $115.3M |
| Diker Management LLC | 0001276525 | Feb 14, 2025 | 38 | $115.4M |
| Black Cypress Capital Management, LLC | 0002022614 | Feb 13, 2025 | 28 | $115.4M |
| Ariston Services Group | 0001743859 | Feb 6, 2025 | 69 | $115.4M |
| Nova Wealth Management, Inc. | 0002051980 | May 29, 2025 | 399 | $115.4M |
| Basso Capital Management, L.P. | 0001287978 | Feb 10, 2025 | 75 | $115.6M |
| Silver Oak Wealth Advisors Services, LLC | 0002060368 | Mar 13, 2025 | 40 | $115.6M |
| Three Cord True Wealth Management, LLC | 0002056001 | Feb 19, 2025 | 27 | $115.6M |
| Kamunting Street Capital Management, L.P. | 0001317267 | Feb 14, 2025 | 15 | $115.7M |
| Kepos Capital LP | 0001512020 | Feb 11, 2025 | 57 | $115.7M |
| Renaissancere Holdings Ltd. | 0000913144 | Apr 24, 2025 | 3 | $115.7M |
| Anchor Capital Management Company, LLC | 0002009885 | Feb 14, 2025 | 8 | $115.7M |
| Paladin Wealth, LLC | 0002040377 | Jan 29, 2025 | 95 | $115.7M |
| Kennon-Green & Company, LLC | 0001963352 | Feb 3, 2025 | 41 | $115.7M |
| Shum Financial Group, Inc. | 0002044675 | Jan 22, 2025 | 88 | $115.8M |
| Purkiss Capital Advisors LLC | 0002053150 | Feb 5, 2025 | 100 | $115.8M |
| Jim Saulnier & Associates, LLC | 0002044420 | Jan 22, 2025 | 93 | $115.8M |
| Apex Wealth Management, LLC | 0002056695 | Feb 14, 2025 | 50 | $115.9M |
| Velan Capital Investment Management LP | 0001848809 | Feb 14, 2025 | 45 | $115.9M |
| Catalys Pacific, LLC | 0002011385 | Feb 14, 2025 | 2 | $115.9M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 0001685660 | Sep 22, 2026 | 12 | $116.0M |
| Cannon Wealth Management Services, LLC | 0002043725 | Feb 4, 2025 | 78 | $116.0M |
| Graham Capital Wealth Management, LLC | 0001907528 | Jan 24, 2025 | 73 | $116.0M |
| Bey-Douglas LLC | 0002011271 | Jan 30, 2025 | 40 | $116.0M |
| Constant Guidance Financial LLC | 0001995383 | Jan 30, 2025 | 36 | $116.1M |
| Challenger Wealth Management | 0002057602 | Feb 24, 2025 | 109 | $116.1M |
| Aegis Financial Corp. | 0001140753 | Feb 12, 2025 | 22 | $116.1M |
| Tide Cove Capital Partners LLC | 0002029464 | Jan 29, 2025 | 11 | $116.1M |
| Fairscale Capital, LLC | 0002032350 | Feb 7, 2025 | 355 | $116.2M |
| Vitruvian Partners LLP | 0001692590 | Feb 11, 2025 | 6 | $116.2M |
| Shengqi Capital (Hong Kong) Ltd | 0002040405 | Feb 7, 2025 | 6 | $116.2M |
| Brucke Financial, Inc. | 0002058446 | Feb 27, 2025 | 138 | $116.3M |
| Piscataqua Savings Bank | 0001855835 | Jan 22, 2025 | 345 | $116.4M |
| QSM Asset Management Ltd | 0002058325 | Feb 28, 2025 | 17 | $116.4M |
| ClearAlpha Technologies LP | 0001972331 | Feb 14, 2025 | 86 | $116.5M |
| Barden Capital Management, Inc. | 0001906798 | Feb 7, 2025 | 60 | $116.6M |
| Argyle Capital Partners, LLC | 0002079995 | Aug 13, 2025 | 141 | $116.6M |
| Ally Bridge Group (NY) LLC | 0001822947 | Feb 14, 2025 | 30 | $116.6M |
| Two West Capital Advisors LLC | 0002026617 | Jan 22, 2025 | 72 | $116.7M |
| Generation Capital Management LLC | 0002054384 | Feb 13, 2025 | 77 | $116.7M |
| SpringVest Wealth Management LLC | 0002058986 | Mar 10, 2025 | 53 | $116.7M |
| Persistent Asset Partners Ltd | 0002056052 | Feb 14, 2025 | 96 | $116.7M |
| Alethea Capital Management, LLC | 0001549408 | Feb 14, 2025 | 30 | $116.8M |
| TRV GP Vi, LLC | 0001990716 | Feb 13, 2025 | 4 | $116.9M |
| Nan Fung Group Holdings Ltd | 0001782539 | Feb 13, 2025 | 35 | $116.9M |
| Upper Left Wealth Management, LLC | 0001911228 | Jan 23, 2025 | 57 | $116.9M |
| Clear Point Advisors Inc. | 0002010474 | Feb 3, 2025 | 105 | $116.9M |
| RE Dickinson Investment Advisors, LLC | 0001801241 | Feb 13, 2025 | 323 | $117.0M |
| Ipsen Advisor Group LLC | 0001964922 | Feb 12, 2025 | 93 | $117.0M |
| Revolution Growth Management Company, Inc. | 0001816374 | Jan 24, 2025 | 1 | $117.1M |
| Heritage Wealth Management, Inc. | 0002012170 | Feb 11, 2025 | 89 | $117.1M |
| Integras Partners LLC | 0002055384 | Feb 10, 2025 | 62 | $117.2M |
| Redwood Park Advisors LLC | 0002056274 | Feb 13, 2025 | 347 | $117.2M |
| Yorktown Energy Partners XI, L.P. | 0001667954 | Feb 14, 2025 | 3 | $117.2M |
| Kore Advisors LP | 0001971339 | Feb 14, 2025 | 14 | $117.2M |
| Prodigy Asset Management LLC | 0001956244 | Feb 14, 2025 | 23 | $117.2M |
| Elm3 Financial Group, LLC | 0002011201 | Jan 27, 2025 | 90 | $117.3M |
| Legacy Advisory Services, LLC | 0002068847 | Oct 17, 2025 | 51 | $117.3M |
| Farley Capital L.P. | 0001479465 | Feb 12, 2025 | 15 | $117.4M |
| Washington University | 0000903603 | Jan 24, 2025 | 3 | $117.5M |
| Davies Financial Advisors, Inc. | 0002020296 | Jan 16, 2025 | 63 | $117.5M |
| Kuhn & Co Investment Counsel | 0002011958 | Jan 30, 2025 | 128 | $117.6M |
| SIMA Wealth Partners, LLC | 0002135539 | Jun 15, 2026 | 171 | $117.7M |
| Arcadia Wealth Management, Inc. | 0002059339 | Mar 6, 2025 | 50 | $117.7M |
| Hickory Asset Management, Inc. | 0002053626 | Jan 30, 2025 | 90 | $117.7M |
| Cannon Advisors, Inc. | 0001805370 | Feb 12, 2025 | 60 | $117.7M |
| Hestia Capital Management, LLC | 0001815344 | Jan 28, 2025 | 3 | $117.8M |
| Fort Vancouver Investment Management, LLC | 0002032698 | Feb 12, 2025 | 47 | $117.8M |
| Revere Asset Management, Inc | 0001849529 | Feb 25, 2026 | 24 | $117.9M |
| Morey & Quinn Wealth Partners, LLC | 0002055521 | Feb 12, 2025 | 119 | $117.9M |