| Whitefort Capital Management, LP | 0001884931 | Aug 14, 2024 | 23 | $162.2M |
| Concorde Asset Management, LLC | 0001631773 | Aug 12, 2024 | 162 | $162.2M |
| Alcosta Capital Management, Inc. | 0001842509 | Aug 13, 2024 | 28 | $162.3M |
| Dogwood Wealth Management LLC | 0002056922 | Mar 4, 2025 | 626 | $162.3M |
| Enterprise Financial Services Corp | 0001025835 | Aug 13, 2024 | 155 | $162.4M |
| Family CFO Inc | 0001911695 | Jul 24, 2024 | 64 | $162.5M |
| Factorial Partners, LLC | 0001732687 | Aug 7, 2024 | 77 | $162.5M |
| Intelligent Financial Strategies | 0001911000 | Jul 25, 2024 | 82 | $162.5M |
| Nvest Financial, LLC | 0001915315 | Jul 19, 2024 | 89 | $162.6M |
| Argus Investors' Counsel, Inc. | 0000007195 | Jul 22, 2024 | 107 | $162.7M |
| Riverstone Advisors, LLC | 0001763404 | Jul 22, 2024 | 46 | $162.7M |
| Financial Guidance Group, Inc. | 0001929349 | Aug 7, 2024 | 69 | $162.8M |
| Trivant Custom Portfolio Group, LLC | 0001977992 | Jul 17, 2024 | 187 | $162.8M |
| Paradigm, Strategies in Wealth Management, LLC | 0001859579 | Jul 30, 2024 | 50 | $162.8M |
| Alpine Peaks Capital, LP | 0001906602 | Aug 13, 2024 | 25 | $162.9M |
| Accent Capital Management, LLC | 0002014179 | Aug 12, 2024 | 182 | $162.9M |
| Pelham Capital Ltd. | 0001654111 | Jul 18, 2024 | 10 | $163.0M |
| E Fund Management (Hong Kong) Co., Ltd. | 0001777469 | Jul 12, 2024 | 145 | $163.2M |
| Fortune Financial Advisors, LLC | 0001961828 | Aug 7, 2024 | 122 | $163.3M |
| Lloyd Harbor Capital Management, LLC | 0001847935 | Aug 14, 2024 | 17 | $163.3M |
| NewGen Asset Management Ltd | 0001845012 | Jul 31, 2024 | 25 | $163.3M |
| Clarity Capital Partners LLC | 0002012239 | Jul 30, 2024 | 124 | $163.3M |
| Indus Capital Partners, LLC | 0001350879 | Aug 14, 2024 | 5 | $163.3M |
| Viewpoint Capital Management LLC | 0001906223 | Jul 30, 2024 | 139 | $163.4M |
| CarsonAllaria Wealth Management, Ltd. | 0001900946 | Jul 22, 2024 | 379 | $163.4M |
| Fox Hill Wealth Management | 0002016110 | Aug 7, 2024 | 132 | $163.4M |
| RHS Financial, LLC | 0001766514 | Jul 16, 2024 | 77 | $163.5M |
| Plan Group Financial, LLC | 0001940033 | Aug 5, 2024 | 99 | $163.5M |
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) | 0001910318 | Aug 9, 2024 | 1 | $163.7M |
| General Equity Holdings LP | 0001700362 | Aug 14, 2024 | 5 | $163.7M |
| Latitude Advisors, LLC | 0001843715 | Jul 26, 2024 | 178 | $163.7M |
| Sterling Investment Advisors LLC | 0001009198 | Jul 10, 2024 | 33 | $163.8M |
| Penbrook Management LLC | 0001381055 | Jul 24, 2024 | 101 | $163.8M |
| Obsidian Personal Planning Solutions LLC | 0001909128 | Jul 25, 2024 | 97 | $163.8M |
| Urban Financial Advisory Corp | 0002005378 | Aug 12, 2024 | 24 | $163.9M |
| Atle Fund Management AB | 0001381843 | Aug 14, 2024 | 38 | $164.0M |
| Prosperitas Financial LLC | 0002001016 | Oct 29, 2024 | 59 | $164.0M |
| Windle Wealth, LLC | 0001963452 | Aug 13, 2024 | 29 | $164.0M |
| Regis Acquisition Inc. | 0001984125 | Aug 14, 2024 | 40 | $164.0M |
| Herbst Group, LLC | 0001909319 | Jul 22, 2024 | 63 | $164.5M |
| Dopkins Wealth Management, LLC | 0001904152 | Jul 30, 2024 | 82 | $164.5M |
| RE Dickinson Investment Advisors, LLC | 0001801241 | Aug 9, 2024 | 231 | $164.5M |
| Sound Stewardship, LLC | 0001998101 | Jul 24, 2024 | 56 | $164.6M |
| Bishop & Co Investment Management, LLC | 0001603276 | Aug 9, 2024 | 23 | $164.8M |
| Athena Investment Management | 0001921093 | Aug 7, 2024 | 148 | $164.9M |
| PFG Private Wealth Management, LLC | 0001799957 | Jul 15, 2024 | 242 | $164.9M |
| Alamar Capital Management, LLC | 0001846995 | Aug 14, 2024 | 79 | $165.0M |
| Eagle Bay Advisors LLC | 0001862864 | Jul 26, 2024 | 989 | $165.1M |
| Capital Management Associates, Inc | 0002008851 | Aug 1, 2024 | 77 | $165.2M |
| MBE Wealth Management, LLC | 0001775850 | Jul 22, 2024 | 93 | $165.2M |
| Catawba River Capital | 0001843303 | Aug 12, 2024 | 20 | $165.3M |
| Absolute Capital Management, LLC | 0001817648 | Aug 9, 2024 | 106 | $165.3M |
| MQS Management LLC | 0001759395 | Aug 12, 2024 | 408 | $165.4M |
| Lodbrok Capital LLP | 0001778719 | Aug 14, 2024 | 4 | $165.4M |
| Delta Capital Management LLC | 0000893738 | Jul 22, 2024 | 87 | $165.4M |
| Black Diamond Capital Management, L.L.C. | 0001282197 | Aug 14, 2024 | 12 | $165.4M |
| Marmo Financial Group, LLC | 0001964829 | Jul 23, 2024 | 28 | $165.4M |
| Cox Capital Mgt LLC | 0001748728 | Jul 16, 2024 | 70 | $165.5M |
| Banyan Capital Management, Inc. | 0000846600 | Aug 12, 2024 | 17 | $165.5M |
| Western Financial Corp | 0001954480 | Jul 19, 2024 | 116 | $165.6M |
| Blackhawk Capital Partners, LLC | 0001582561 | Jul 29, 2024 | 105 | $165.7M |
| Paces Ferry Wealth Advisors, LLC | 0001819919 | Aug 12, 2024 | 113 | $165.8M |
| Checkpoint Capital L.P. | 0001977548 | Aug 14, 2024 | 16 | $165.9M |
| Tealwood Asset Management Inc. | 0001164062 | Jul 9, 2024 | 91 | $166.0M |
| Darden Wealth Group Inc | 0002011221 | Aug 6, 2024 | 101 | $166.0M |
| Client First Capital LLC | 0001822065 | Jul 17, 2024 | 18 | $166.1M |
| Aua Capital Management, LLC | 0001706915 | Aug 8, 2024 | 79 | $166.1M |
| Ridgecrest Wealth Partners, LLC | 0001860719 | Aug 5, 2024 | 106 | $166.1M |
| HighMark Wealth Management LLC | 0001802451 | Jul 29, 2024 | 587 | $166.2M |
| Yarger Wealth Strategies, LLC | 0001908607 | Aug 9, 2024 | 84 | $166.2M |
| Phase 2 Partners, LLC | 0001841126 | Aug 14, 2024 | 27 | $166.3M |
| Allie Family Office LLC | 0001908612 | Jan 3, 2025 | 84 | $166.3M |
| Mader & Shannon Wealth Management, Inc. | 0001535862 | Aug 1, 2024 | 12 | $166.4M |
| Lakeridge Wealth Management LLC | 0002012028 | Aug 1, 2024 | 145 | $166.4M |
| Motive Wealth Advisors | 0001877093 | Jul 22, 2024 | 65 | $166.5M |
| TAM Capital Management Inc. | 0001594591 | Aug 12, 2024 | 7 | $166.6M |
| AllSquare Wealth Management LLC | 0001633674 | Aug 12, 2024 | 538 | $166.6M |
| ICA Group Wealth Management, LLC | 0001944579 | Aug 8, 2024 | 793 | $166.7M |
| Birchbrook, Inc. | 0002071468 | Jun 10, 2025 | 265 | $166.7M |
| Florida Financial Advisors, LLC | 0002050972 | Jan 10, 2025 | 146 | $166.8M |
| VeriStar Capital Management LP | 0001905111 | Aug 14, 2024 | 11 | $166.8M |
| Fairfield, Bush & Co. | 0001116247 | Aug 15, 2024 | 111 | $166.9M |
| Values First Advisors, Inc. | 0001913608 | Jul 19, 2024 | 169 | $166.9M |
| Bantamac Capital, LLC | 0001794972 | Aug 14, 2024 | 155 | $166.9M |
| Onyx Financial Advisors, LLC | 0001957840 | Jul 19, 2024 | 13 | $166.9M |
| Eq LLC | 0001757605 | Jul 25, 2024 | 52 | $167.0M |
| Anchorage Capital Advisors, L.P. | 0002007642 | Aug 14, 2024 | 5 | $167.1M |
| Crystal Rock Capital Management | 0001510668 | Aug 2, 2024 | 27 | $167.1M |
| Cromwell Holdings LLC | 0001894712 | Aug 14, 2024 | 611 | $167.1M |
| Shelton Wealth Management, LLC | 0001903883 | Jul 23, 2024 | 117 | $167.2M |
| Security National Bank of So Dak | 0001105909 | Aug 15, 2024 | 95 | $167.2M |
| Fortitude Advisory Group L.L.C. | 0001928999 | Jul 25, 2024 | 200 | $167.3M |
| nVerses Capital, LLC | 0002011399 | Jul 31, 2024 | 979 | $167.4M |
| Acorn Creek Capital LLC | 0001994827 | Jul 18, 2024 | 64 | $167.6M |
| Cahill Wealth Management, LLC | 0001927960 | Aug 13, 2024 | 48 | $167.7M |
| Ally Bridge Group (NY) LLC | 0001822947 | Aug 14, 2024 | 25 | $167.9M |
| Anabranch Capital Management, LP | 0001822480 | Aug 14, 2024 | 7 | $167.9M |
| Penobscot Wealth Management | 0001875768 | Jul 29, 2024 | 73 | $168.0M |
| Aspect Partners, LLC | 0001985284 | Jul 15, 2024 | 569 | $168.0M |
| Saranac Partners Ltd | 0002098745 | Feb 2, 2026 | 73 | $168.0M |