| Legacy Investment Solutions, LLC | 0002044858 | Nov 15, 2024 | 698 | $163.8M |
| Legacy Wealth Managment, LLC | 0002045082 | Nov 15, 2024 | 698 | $163.8M |
| SWP Financial LLC | 0002014200 | Oct 23, 2024 | 55 | $163.9M |
| Incentive AS | 0001665221 | Nov 13, 2024 | 2 | $163.9M |
| Founders Capital Management | 0001704300 | Oct 7, 2024 | 376 | $164.2M |
| Lauterbach Financial Advisors, LLC | 0001909828 | Nov 1, 2024 | 70 | $164.4M |
| Tull Financial Group, Inc. | 0001769060 | Oct 21, 2024 | 26 | $164.5M |
| Impala Asset Management LLC | 0001317679 | Nov 15, 2024 | 16 | $164.5M |
| HBC Financial Services, PLLC | 0001802872 | Nov 7, 2024 | 196 | $164.6M |
| Capital Square, LLC | 0001798736 | Nov 13, 2024 | 169 | $164.7M |
| American State Bank (Iowa) | 0002122473 | Apr 14, 2026 | 128 | $164.7M |
| Avory & Company, LLC | 0001842766 | Nov 7, 2024 | 31 | $164.9M |
| Core Wealth Partners LLC | 0001965078 | Nov 4, 2024 | 163 | $164.9M |
| Latko Wealth Management, Ltd. | 0001937769 | Oct 29, 2024 | 30 | $164.9M |
| Kapstone Financial Advisors LLC | 0001966087 | Nov 6, 2024 | 108 | $165.0M |
| Gridiron Partners, LLC | 0001910867 | Nov 14, 2024 | 64 | $165.2M |
| Asahi Life Asset Management Co., LTD. | 0001564835 | Oct 24, 2024 | 155 | $165.2M |
| Prepared Retirement Institute LLC | 0002056037 | Feb 13, 2025 | 80 | $165.2M |
| BlackDiamond Wealth Management, LLC | 0001903059 | Nov 14, 2024 | 160 | $165.5M |
| Ionic Capital Management LLC | 0001386462 | Nov 14, 2024 | 100 | $165.7M |
| Sunesis Advisors, LLC | 0001748269 | Oct 29, 2024 | 43 | $165.8M |
| Piedmont Capital Management, LLC | 0001656150 | Nov 14, 2024 | 51 | $165.9M |
| Carlson Capital, L.P. | 0001056973 | Nov 14, 2024 | 4 | $165.9M |
| Capital Market Strategies LLC | 0001810158 | Oct 3, 2024 | 152 | $166.0M |
| Aryeh Capital Management Ltd. | 0001803120 | Nov 14, 2024 | 10 | $166.1M |
| Walnut Level Capital LLC | 0001803088 | Nov 13, 2024 | 27 | $166.1M |
| TrueWealth Financial Partners | 0001908108 | Nov 14, 2024 | 18 | $166.1M |
| Evergreen Wealth Management, LLC | 0001965292 | Nov 6, 2024 | 53 | $166.2M |
| Ravenstone Capital Management Inc. | 0002086041 | Jun 26, 2026 | 34 | $166.2M |
| Family Asset Management, LLC | 0001961278 | Oct 30, 2024 | 209 | $166.2M |
| Cobblestone Asset Management LLC | 0001994512 | Oct 18, 2024 | 45 | $166.3M |
| Monument Group Wealth Advisors, LLC | 0001965665 | Oct 18, 2024 | 50 | $166.4M |
| Motive Wealth Advisors | 0001877093 | Oct 15, 2024 | 65 | $166.5M |
| Yoder Wealth Management, Inc. | 0001973967 | Oct 23, 2024 | 112 | $166.5M |
| Gladius Capital Management LP | 0001540656 | Nov 15, 2024 | 241 | $166.6M |
| Buttonwood Financial Group, LLC | 0001847661 | Oct 15, 2024 | 27 | $166.7M |
| SIH Partners, LLLP | 0001996244 | Nov 14, 2024 | 29 | $166.7M |
| Teilinger Capital Ltd. | 0001531879 | Oct 16, 2024 | 8 | $166.9M |
| Stonehill Capital Management LLC | 0001266227 | Nov 14, 2024 | 11 | $166.9M |
| Nierenberg Investment Management Company, LLC | 0001282683 | Nov 13, 2024 | 47 | $166.9M |
| Plotkin Financial Advisors, LLC | 0001826394 | Nov 14, 2024 | 90 | $167.1M |
| True Vision MN LLC | 0002013460 | Nov 13, 2024 | 98 | $167.2M |
| Alphadyne Asset Management LP | 0001535943 | Nov 14, 2024 | 7 | $167.2M |
| Cox Capital Mgt LLC | 0001748728 | Oct 10, 2024 | 66 | $167.2M |
| BCK Capital Management LP | 0001819275 | Nov 7, 2024 | 66 | $167.2M |
| Gray Private Wealth, LLC | 0001928877 | Oct 17, 2024 | 40 | $167.3M |
| Toronado Partners, LLC | 0001749611 | Nov 13, 2024 | 11 | $167.3M |
| Alcosta Capital Management, Inc. | 0001842509 | Nov 13, 2024 | 27 | $167.3M |
| Center For Asset Management LLC | 0001844878 | Oct 25, 2024 | 121 | $167.4M |
| Alpine Peaks Capital, LP | 0001906602 | Nov 14, 2024 | 23 | $167.5M |
| BCU Wealth Advisors, LLC | 0002003570 | Nov 7, 2024 | 52 | $167.8M |
| E Fund Management (Hong Kong) Co., Ltd. | 0001777469 | Oct 28, 2024 | 163 | $167.8M |
| Wrenne Financial Planning LLC | 0002023054 | Nov 12, 2024 | 45 | $167.8M |
| Planning Directions Inc. | 0000821103 | Nov 7, 2024 | 81 | $167.9M |
| Walnut Private Equity Partners, LLC | 0001599275 | Oct 7, 2024 | 15 | $168.1M |
| Threadgill Financial, LLC | 0001814104 | Oct 7, 2024 | 44 | $168.1M |
| Fairfield, Bush & Co. | 0001116247 | Nov 12, 2024 | 111 | $168.1M |
| Team Financial Group, LLC | 0001845163 | Oct 23, 2024 | 36 | $168.2M |
| Absolute Capital Management, LLC | 0001817648 | Nov 8, 2024 | 107 | $168.3M |
| Horizon Financial Services, LLC | 0001674020 | Nov 13, 2024 | 285 | $168.3M |
| FreeGulliver LLC | 0002032561 | Nov 12, 2024 | 84 | $168.4M |
| Ironclad Investments LLC | 0001824600 | Nov 14, 2024 | 3 | $168.4M |
| TLW Wealth Management, LLC | 0001767217 | Nov 5, 2024 | 19 | $168.4M |
| Mainsail Financial Group, LLC | 0001961290 | Oct 22, 2024 | 50 | $168.5M |
| Pivotal bioVenture Partners Investment Advisor LLC | 0001844645 | Nov 13, 2024 | 11 | $168.5M |
| LBJ Family Wealth Advisors, Ltd. | 0001601622 | Apr 1, 2025 | 28 | $168.5M |
| Foresight Capital Management Advisors, Inc. | 0001630936 | Oct 7, 2024 | 84 | $168.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0002011352 | Nov 12, 2024 | 68 | $168.5M |
| One Plus One Wealth Management, LLC | 0001860132 | Oct 30, 2024 | 87 | $168.5M |
| Yardley Wealth Management LLC | 0002044323 | Nov 8, 2024 | 41 | $168.6M |
| Black Diamond Capital Management, L.L.C. | 0001282197 | Nov 14, 2024 | 12 | $168.8M |
| Capstone Wealth Management Group, LLC | 0001923052 | Oct 15, 2024 | 71 | $168.8M |
| AlpInvest Partners B.V. | 0001512910 | Nov 8, 2024 | 14 | $169.0M |
| Highlander Partners, L.P. | 0001903866 | Nov 12, 2024 | 42 | $169.2M |
| Sectoral Asset Management Inc. | 0001274413 | Nov 14, 2024 | 90 | $169.3M |
| Edenbrook Capital, LLC | 0001666682 | Nov 13, 2024 | 8 | $169.3M |
| Sivia Capital Partners, LLC | 0002012032 | Oct 11, 2024 | 216 | $169.3M |
| Brooks, Moore & Associates, Inc. | 0001767040 | Nov 14, 2024 | 92 | $169.3M |
| Phase 2 Partners, LLC | 0001841126 | Nov 14, 2024 | 27 | $169.3M |
| Stash Investments, LLC | 0002008308 | Oct 21, 2024 | 5 | $169.4M |
| Clarity Capital Partners LLC | 0002012239 | Oct 30, 2024 | 128 | $169.5M |
| Dalton Investments, Inc. | 0001388838 | Nov 12, 2024 | 26 | $169.6M |
| Crystal Rock Capital Management | 0001510668 | Nov 5, 2024 | 27 | $169.7M |
| One Wealth Map LLC | 0001802635 | Oct 16, 2024 | 76 | $169.7M |
| VAUGHAN & Co SECURITIES, INC. | 0000805870 | Oct 31, 2024 | 54 | $169.8M |
| Santa Monica Partners LP | 0000904793 | Nov 14, 2024 | 17 | $169.8M |
| Concorde Financial Corp | 0001911822 | Nov 14, 2024 | 39 | $169.8M |
| BML Capital Management, LLC | 0001616824 | Nov 5, 2024 | 29 | $169.9M |
| Worth Financial Advisory Group, LLC | 0001964358 | Oct 25, 2024 | 166 | $170.2M |
| Objective Capital Management, LLC | 0001924152 | Nov 1, 2024 | 148 | $170.2M |
| Midwest Financial Group LLC | 0001967193 | Oct 17, 2024 | 109 | $170.3M |
| Park State Asset Management | 0001908423 | Nov 12, 2024 | 19 | $170.3M |
| Flower City Capital | 0001808394 | Oct 15, 2024 | 33 | $170.3M |
| Anabranch Capital Management, LP | 0001822480 | Nov 14, 2024 | 7 | $170.4M |
| Integrity Financial Corp | 0001917704 | Oct 21, 2024 | 219 | $170.4M |
| Gate City Capital Management, LLC | 0001705447 | Nov 14, 2024 | 15 | $170.4M |
| Greater Midwest Financial Group, LLC | 0002025409 | Oct 16, 2024 | 59 | $170.4M |
| Pacific Capital Partners Ltd | 0002064920 | May 8, 2025 | 54 | $170.7M |
| Friedenthal Financial | 0001598611 | Oct 17, 2024 | 228 | $170.8M |
| Resurgent Financial Advisors LLC | 0001912339 | Nov 14, 2024 | 177 | $170.9M |