| White & Co Financial Planning Inc | 0002039300 | Feb 6, 2025 | 19 | $117.9M |
| Robinson Smith Wealth Advisors LLC | 0002008554 | Feb 10, 2025 | 80 | $117.9M |
| Stadium Capital Management LLC | 0001105087 | Feb 14, 2025 | 10 | $118.0M |
| Sheets Smith Investment Management | 0001785199 | Feb 11, 2025 | 57 | $118.0M |
| Thiel Macro | 0001562087 | Feb 14, 2025 | 3 | $118.0M |
| Schrum Private Wealth Management LLC | 0001914987 | Feb 7, 2025 | 124 | $118.0M |
| Courant Investment Management LLC | 0001695426 | Jan 21, 2025 | 8 | $118.2M |
| Josh Arnold Investment Consultant, LLC | 0001911348 | Feb 18, 2025 | 11 | $118.2M |
| Rip Road Capital Partners LP | 0001802893 | Feb 14, 2025 | 20 | $118.2M |
| WealthTrak Capital Management LLC | 0002052710 | Feb 12, 2025 | 934 | $118.3M |
| PharVision Advisers, LLC | 0001898824 | Feb 18, 2025 | 380 | $118.3M |
| Retirement Wealth Solutions LLC | 0002044741 | Jan 15, 2025 | 439 | $118.3M |
| Antonelli Financial Advisors, LLC | 0002055364 | Feb 11, 2025 | 48 | $118.3M |
| Epacria Capital Partners, LLC | 0001927623 | Feb 14, 2025 | 42 | $118.3M |
| Miller Financial Services LLC | 0002022893 | Feb 7, 2025 | 128 | $118.4M |
| Comprehensive Financial Planning, Inc. | 0002044855 | Jan 29, 2025 | 360 | $118.4M |
| Financial Harvest, LLC | 0002052933 | Feb 3, 2025 | 53 | $118.5M |
| Alterna Wealth Management, Inc. | 0001767699 | Jan 24, 2025 | 103 | $118.5M |
| Leigh Baldwin & Co., LLC | 0000946629 | Feb 25, 2025 | 160 | $118.5M |
| Orvieto Partners, L.P. | 0002052484 | Feb 14, 2025 | 35 | $118.6M |
| Five Pine Wealth Management | 0002041807 | Jan 24, 2025 | 40 | $118.6M |
| Axis Wealth Partners, LLC | 0002052531 | Feb 7, 2025 | 130 | $118.7M |
| Shotwell Rutter Baer Inc | 0002008310 | Jan 14, 2025 | 34 | $118.7M |
| EnCap Energy Capital Fund IX, L.P. | 0001565683 | Feb 14, 2025 | 1 | $118.8M |
| Opinicus Capital, Inc. | 0002009743 | Jan 28, 2025 | 94 | $118.9M |
| Forge Financial Services LLC | 0002055357 | Feb 12, 2025 | 20 | $119.0M |
| Bank & Trust Co | 0002026082 | Jan 7, 2025 | 285 | $119.1M |
| Lionsbridge Wealth Management LLC | 0001800533 | Jan 16, 2025 | 61 | $119.1M |
| Lattice Capital Management, LLC | 0001710207 | Feb 3, 2025 | 28 | $119.2M |
| LTG Capital LLC | 0001936987 | Jan 30, 2025 | 26 | $119.2M |
| Kailix Advisors LLC | 0001970731 | Feb 10, 2025 | 8 | $119.3M |
| Michelson Medical Research Foundation, Inc. | 0001965304 | Feb 14, 2025 | 28 | $119.3M |
| Financial Life Planners | 0002053368 | Jan 24, 2025 | 411 | $119.3M |
| Roberts Capital Advisors, LLC | 0001883719 | Feb 14, 2025 | 80 | $119.5M |
| Lonestar Capital Management LLC | 0001317410 | Feb 14, 2025 | 19 | $119.5M |
| LPF Advisors LLC | 0001799556 | Jan 16, 2025 | 34 | $119.5M |
| Immersion Capital LLP | 0001636441 | Feb 14, 2025 | 7 | $119.5M |
| BRC Group Holdings, Inc. | 0001464790 | Feb 14, 2025 | 16 | $119.6M |
| S. R. Schill & Associates | 0001616004 | Jan 22, 2025 | 24 | $119.6M |
| Jordan Park Trust Co LLC | 0002051108 | Feb 7, 2025 | 12 | $119.6M |
| Seneschal Advisors, LLC | 0002039659 | Feb 13, 2025 | 36 | $119.6M |
| Shepherd Kaplan Krochuk, LLC | 0001218583 | Feb 14, 2025 | 51 | $119.6M |
| NDWM LLC | 0001818386 | Feb 5, 2025 | 31 | $119.6M |
| Allodium Investment Consultants, LLC | 0002052983 | Feb 4, 2025 | 47 | $119.7M |
| Sound Financial Strategies Group, LLC | 0001800620 | Feb 6, 2025 | 91 | $119.9M |
| Synergy Financial Group, LTD | 0001905669 | Feb 4, 2025 | 101 | $119.9M |
| Richwood Investment Advisors, LLC | 0001911900 | Feb 11, 2025 | 100 | $119.9M |
| Affinity Investment Advisors, LLC | 0001520601 | Feb 11, 2025 | 129 | $120.0M |
| Oder Investment Management, LLC | 0001845109 | Feb 13, 2025 | 91 | $120.0M |
| Tru Independence Asset Management 2, LLC | 0001849497 | Jan 22, 2025 | 80 | $120.1M |
| Summer Road LLC | 0001604873 | Feb 11, 2025 | 25 | $120.1M |
| Collar Capital Management, LLC | 0002056719 | Feb 14, 2025 | 75 | $120.1M |
| Partnership Wealth Management, LLC | 0002010656 | Jan 8, 2025 | 72 | $120.1M |
| Foresite Capital Management V, LLC | 0001792206 | Feb 14, 2025 | 6 | $120.2M |
| Parkworth Wealth Management, Inc. | 0002026602 | Feb 10, 2025 | 1,271 | $120.2M |
| BCO Wealth Management LLC | 0002054749 | Feb 12, 2025 | 34 | $120.2M |
| PKO BP BANKOWY Universal Pension Society JSC | 0002055875 | Feb 17, 2026 | 14 | $120.3M |
| Kagan Cocozza Asset Management | 0002064489 | Apr 11, 2025 | 63 | $120.4M |
| Randall & Associates Wealth Management | 0002011901 | Jan 15, 2025 | 46 | $120.5M |
| XXEC, Inc. | 0001828822 | Feb 6, 2025 | 21 | $120.6M |
| Marquette Associates, Inc. | 0002042617 | Feb 14, 2025 | 40 | $120.6M |
| Avant Capital LLC | 0001653443 | Feb 11, 2025 | 65 | $120.6M |
| Momentous Wealth Management, Inc. | 0002055574 | Feb 12, 2025 | 39 | $120.6M |
| Crew Capital Management, Ltd | 0001835669 | Feb 6, 2025 | 144 | $120.7M |
| Ariose Capital Management Ltd | 0001665925 | Jan 16, 2025 | 13 | $120.8M |
| Tableaux LLC | 0002060663 | Mar 14, 2025 | 70 | $120.9M |
| Bannerman Wealth Management Group, LLC | 0002058816 | Mar 7, 2025 | 33 | $121.0M |
| Caas Capital Management LP | 0001802881 | Jan 24, 2025 | 105 | $121.0M |
| David Wealth Management LLC | 0002042337 | Jan 29, 2025 | 48 | $121.1M |
| Northwest Financial Advisors | 0002010635 | Jan 22, 2025 | 113 | $121.1M |
| Durante & Waters, LLC | 0001666582 | Feb 6, 2025 | 29 | $121.1M |
| Gibson Wealth Advisors LLC | 0001911266 | Feb 13, 2025 | 34 | $121.2M |
| Gutierrez Wealth Advisory, LLC | 0001965923 | Apr 16, 2025 | 45 | $121.2M |
| Comprehensive Money Management Services LLC | 0002058921 | Mar 4, 2025 | 178 | $121.3M |
| Muirfield Wealth Advisors LLC | 0002014898 | Jan 24, 2025 | 66 | $121.3M |
| bLong Financial, LLC | 0001943004 | Jan 30, 2025 | 78 | $121.4M |
| Holcombe Financial, Inc. | 0002056177 | Feb 13, 2025 | 37 | $121.5M |
| Climber Capital SA | 0002011229 | Feb 12, 2025 | 52 | $121.5M |
| Fairman Group, LLC | 0002016719 | Jan 29, 2025 | 346 | $121.5M |
| Vestia Personal Wealth Advisors | 0002033299 | Jan 27, 2025 | 95 | $121.5M |
| Vega Investment Solutions | 0002056914 | Feb 18, 2025 | 79 | $121.5M |
| Illumine Investment Management, LLC | 0002052970 | Feb 5, 2025 | 91 | $121.5M |
| Slocum, Gordon & Co LLP | 0001993325 | Jan 28, 2025 | 137 | $121.6M |
| Oppenheimer & Close, LLC | 0001591377 | Feb 11, 2025 | 51 | $121.6M |
| Floyd Financial Group LLC | 0002007613 | Jan 14, 2025 | 60 | $121.7M |
| Pine Haven Investment Counsel, Inc | 0001899753 | Jan 16, 2025 | 107 | $121.7M |
| Varde Management, L.P. | 0001559130 | Feb 13, 2025 | 6 | $121.7M |
| Acuitas Investments, LLC | 0001524828 | Jan 31, 2025 | 63 | $121.8M |
| Alpine Peaks Capital, LP | 0001906602 | Feb 14, 2025 | 23 | $121.8M |
| Garland Capital Management Inc. | 0001181544 | Feb 11, 2025 | 33 | $122.0M |
| Gimbal Financial | 0001835206 | Feb 3, 2025 | 48 | $122.2M |
| Capstone Capital LLC | 0001993327 | Jan 23, 2025 | 24 | $122.3M |
| RK Asset Management, LLC | 0001595686 | Jan 3, 2025 | 23 | $122.3M |
| Koa Wealth Management, LLC | 0002022118 | Jan 23, 2025 | 49 | $122.4M |
| Sierra Ocean, LLC | 0002051715 | Jan 31, 2025 | 1,040 | $122.5M |
| Twenty Acre Capital LP | 0001928941 | Feb 13, 2025 | 17 | $122.5M |
| Andina Capital Management, LLC | 0001919158 | Jan 21, 2025 | 107 | $122.7M |
| Elizabeth Park Capital Advisors, Ltd. | 0001600583 | Feb 13, 2025 | 41 | $122.7M |
| Ridgeline Wealth, LLC | 0001934226 | Jan 6, 2025 | 55 | $122.7M |
| Davis Capital Management | 0001811806 | Jan 17, 2025 | 315 | $122.8M |