| Morangie Management LLC | 0002056670 | Feb 14, 2025 | 25 | $122.8M |
| Birchview Capital, LP | 0001618205 | Jun 30, 2025 | 68 | $122.9M |
| DMC Group, LLC | 0001893403 | Jan 23, 2025 | 129 | $123.0M |
| Privium Fund Management (UK) Ltd | 0001845773 | Feb 11, 2025 | 13 | $123.0M |
| Kingstone Capital Partners Texas, LLC | 0002057208 | Feb 20, 2025 | 50 | $123.1M |
| Mustard Seed Financial, LLC | 0002011321 | Jan 17, 2025 | 81 | $123.1M |
| Bravias Capital Group, LLC | 0002054328 | Feb 6, 2025 | 107 | $123.1M |
| Pollock Investment Advisors, LLC | 0002049804 | Feb 10, 2025 | 42 | $123.1M |
| Lighthouse Financial LLC | 0002057556 | Mar 11, 2025 | 70 | $123.1M |
| Del-Sette Capital Management, LLC | 0001610580 | Feb 11, 2025 | 36 | $123.2M |
| Hidden Cove Wealth Management, LLC | 0001963736 | Jan 29, 2025 | 61 | $123.2M |
| Bruce G. Allen Investments, LLC | 0002005409 | Jan 10, 2025 | 1,090 | $123.2M |
| Avos Capital Management, LLC | 0001948622 | Feb 14, 2025 | 32 | $123.3M |
| A. D. Beadell Investment Counsel, Inc. | 0001569102 | Jan 10, 2025 | 88 | $123.4M |
| Kiker Wealth Management, LLC | 0002042502 | Feb 11, 2025 | 171 | $123.4M |
| Southern Style Financial, Inc. | 0001910392 | Jan 23, 2025 | 28 | $123.5M |
| 4J Wealth Management LLC | 0001840775 | Jan 24, 2025 | 84 | $123.5M |
| Keystone Financial Group, Inc. | 0002053642 | Jan 28, 2025 | 160 | $123.5M |
| Great Hill Partners, L.P. | 0001231756 | Feb 14, 2025 | 1 | $123.6M |
| Burk Holdings LLC | 0002079815 | Aug 13, 2025 | 56 | $123.7M |
| Impala Asset Management LLC | 0001317679 | Feb 14, 2025 | 14 | $123.7M |
| Klein Pavlis & Peasley Financial, Inc. | 0001907480 | Jan 27, 2025 | 75 | $123.7M |
| Marest Capital, LLC | 0002010315 | Jan 23, 2025 | 21 | $123.7M |
| Seed Wealth Management, Inc. | 0001963728 | Jan 14, 2025 | 148 | $123.8M |
| Stonepine Capital Management, LLC | 0001440771 | Feb 14, 2025 | 52 | $123.9M |
| Fingerlakes Wealth Management, Inc. | 0001910248 | Feb 3, 2025 | 86 | $123.9M |
| Inherent Management Corp. | 0002026217 | May 14, 2025 | 8 | $123.9M |
| Western Pacific Wealth Management, LP | 0001907320 | Jan 24, 2025 | 209 | $123.9M |
| Barrier Capital Management, LLC | 0001909089 | Feb 14, 2025 | 12 | $124.0M |
| Emeth Value Capital, LLC | 0002053013 | Jan 23, 2025 | 6 | $124.0M |
| Babb Wealth Advisors LLC | 0002047312 | Feb 7, 2025 | 19 | $124.1M |
| QVIDTVM Management LLC | 0001912226 | Feb 13, 2025 | 8 | $124.2M |
| Rule One Partners, LLC | 0002040263 | Jan 23, 2025 | 10 | $124.2M |
| Chancellor Financial Group WB LP | 0002059742 | Mar 19, 2025 | 128 | $124.2M |
| Garda Capital Partners LP | 0001666905 | Feb 5, 2025 | 33 | $124.2M |
| Bay Capital Advisors, LLC | 0002055414 | Feb 12, 2025 | 113 | $124.3M |
| Monetta Financial Services Inc. | 0000869179 | Feb 11, 2025 | 48 | $124.3M |
| Exchange Bank | 0002001155 | Jan 17, 2025 | 112 | $124.4M |
| OmniStar Financial Group, Inc. | 0001698777 | Feb 14, 2025 | 122 | $124.4M |
| Hurley Capital, LLC | 0001632844 | Feb 13, 2025 | 407 | $124.4M |
| MPM Asset Management LLC | 0001263048 | Feb 14, 2025 | 6 | $124.4M |
| MVM Partners, LLC | 0001947083 | Feb 14, 2025 | 3 | $124.4M |
| Symphony Financial Services, Inc. | 0002031979 | Feb 6, 2025 | 80 | $124.5M |
| Keene & Associates, Inc. | 0001907874 | Feb 3, 2025 | 76 | $124.5M |
| HC Advisors, LLC | 0001803295 | Feb 5, 2025 | 59 | $124.6M |
| Profit Investment Management, LLC | 0001286295 | Jan 15, 2025 | 78 | $124.6M |
| MFA Wealth Services | 0001989379 | Jan 21, 2025 | 108 | $124.7M |
| Sapphire Ventures, L.P. | 0001697665 | Feb 6, 2025 | 6 | $124.7M |
| Green Alpha Advisors, LLC | 0001439207 | Jan 13, 2025 | 147 | $124.7M |
| KMT Wealth Management, LLC | 0002058235 | Feb 27, 2025 | 13 | $124.7M |
| Chapman Financial Group, LLC | 0002056577 | Feb 14, 2025 | 219 | $124.7M |
| Envision Financial LLC | 0002051355 | Apr 22, 2025 | 38 | $124.8M |
| Berbice Capital Management LLC | 0002051605 | Jan 21, 2025 | 132 | $124.8M |
| Beckerman Institutional, LLC | 0002043468 | Jan 29, 2025 | 98 | $124.9M |
| Outfitters Financial LLC | 0001846505 | Feb 3, 2025 | 81 | $124.9M |
| Accredited Investor Services, LLC | 0002028621 | Feb 11, 2025 | 57 | $125.0M |
| HCEP Management Ltd | 0001822015 | Feb 13, 2025 | 9 | $125.0M |
| Somnio Financial Group, LLC | 0002034894 | Jan 2, 2025 | 14 | $125.0M |
| RiverPark Advisors, LLC | 0001484256 | Feb 14, 2025 | 128 | $125.1M |
| Palliser Capital (UK) Ltd | 0001881490 | Jan 14, 2025 | 6 | $125.1M |
| Finivi Inc. | 0002101641 | Dec 19, 2025 | 89 | $125.1M |
| Coastwise Capital Group, LLC | 0001934500 | Jan 23, 2025 | 122 | $125.2M |
| Northern Financial Advisors Inc | 0001962457 | Jan 30, 2025 | 107 | $125.2M |
| Frederick Financial Consultants, LLC | 0002055328 | Feb 13, 2025 | 83 | $125.2M |
| Wasserstein Management, L.P. | 0001751492 | Jan 29, 2025 | 1 | $125.3M |
| Wallace Hart LLC | 0002018963 | Feb 7, 2025 | 23 | $125.4M |
| TT Capital Management LLC | 0002056338 | Feb 13, 2025 | 73 | $125.4M |
| E Fund Management (Hong Kong) Co., Ltd. | 0001777469 | Jan 22, 2025 | 163 | $125.4M |
| Madison Park Capital Advisors, LLC | 0001993022 | Jan 17, 2025 | 59 | $125.4M |
| Harraden Circle Investments, LLC | 0001910592 | Feb 13, 2025 | 105 | $125.4M |
| Enhancing Capital LLC | 0001909572 | Feb 11, 2025 | 89 | $125.4M |
| Basepoint Wealth LLC | 0002088236 | Oct 16, 2025 | 107 | $125.5M |
| Processus Wealth & Capital Management, LLC | 0002014209 | Feb 4, 2025 | 36 | $125.5M |
| Delos Wealth Advisors, LLC | 0001878326 | Feb 12, 2025 | 199 | $125.5M |
| Ball & Co Wealth Management Inc. | 0002057075 | Feb 20, 2025 | 75 | $125.6M |
| Nautilus Advisors LLC | 0002083253 | Aug 26, 2025 | 149 | $125.6M |
| Panoramic Capital, LLC | 0001950490 | Feb 14, 2025 | 41 | $125.7M |
| Parkwoods Wealth Partners, LLC | 0002042772 | Jan 23, 2025 | 33 | $125.7M |
| Fischer Investment Strategies, LLC | 0001977444 | Feb 14, 2025 | 26 | $125.9M |
| Trademark Financial Management, LLC | 0002011736 | Jan 30, 2025 | 90 | $125.9M |
| Magnolia Capital Management Ltd. | 0001802361 | Jan 14, 2025 | 72 | $125.9M |
| Madrid Financial Services | 0002135336 | Aug 18, 2026 | 20 | $125.9M |
| Cigogne Management SA | 0002047346 | Feb 14, 2025 | 55 | $126.0M |
| Frazier Financial Advisors, LLC | 0002002745 | Feb 12, 2025 | 649 | $126.1M |
| Templeton & Phillips Capital Management, LLC | 0001961304 | Feb 11, 2025 | 51 | $126.1M |
| Sphera Management Technology Funds Ltd | 0002030525 | Feb 14, 2025 | 58 | $126.1M |
| DecisionMap Wealth Management, LLC | 0002001526 | Feb 10, 2025 | 111 | $126.2M |
| Brickwood Asset Management LLP | 0002056939 | Feb 18, 2025 | 4 | $126.2M |
| Helium Advisors LLC | 0002056653 | Feb 18, 2025 | 101 | $126.2M |
| 1858 Wealth Management, LLC | 0002011812 | Jan 27, 2025 | 121 | $126.3M |
| Balanced Rock Investment Advisors LLC | 0002011851 | Feb 13, 2025 | 90 | $126.4M |
| Gordian Advisors LLC | 0002011856 | Feb 5, 2025 | 38 | $126.4M |
| Merkkuri Wealth Advisors LLC | 0002040317 | Jan 21, 2025 | 84 | $126.4M |
| Bank of Marin | 0001801145 | Feb 11, 2025 | 125 | $126.5M |
| NavPoint Financial, Inc. | 0002009813 | Jan 24, 2025 | 48 | $126.5M |
| Hummer Financial Advisory Services Inc | 0001802279 | Jan 14, 2025 | 108 | $126.5M |
| Alpha Financial Partners LLC | 0001966219 | Feb 10, 2025 | 83 | $126.5M |
| UCLA Foundation | 0001735775 | Feb 4, 2025 | 1 | $126.6M |
| Integrated Capital Management, Inc. | 0001608826 | Jan 14, 2025 | 73 | $126.6M |
| AEGON USA Investment Management, LLC | 0001454937 | Jan 29, 2025 | 36 | $126.6M |