| Meritas Wealth Management, LLC | 0001990690 | Jan 16, 2025 | 50 | $166.2M |
| Parkshore Wealth Management, Inc. | 0002024251 | Feb 14, 2025 | 67 | $166.3M |
| Ausbil Investment Management Ltd | 0001966036 | Jan 23, 2025 | 69 | $166.3M |
| Solano Wealth Investment Advisors LLC | 0002049179 | Feb 13, 2025 | 34 | $166.4M |
| Garnet Equity Capital Holdings, Inc. | 0001423876 | Feb 14, 2025 | 18 | $166.4M |
| Vawter Financial, Ltd. | 0001974403 | Jan 31, 2025 | 97 | $166.4M |
| Cove Private Wealth, LLC | 0002015131 | Jan 16, 2025 | 107 | $166.5M |
| Blue Sky Capital Consultants Group, Inc. | 0002057054 | Feb 19, 2025 | 51 | $166.5M |
| Cornerstone Enterprises, LLC | 0001987314 | Feb 13, 2025 | 29 | $166.5M |
| R.m.sincerbeaux Capital Management LLC | 0001426774 | Feb 14, 2025 | 38 | $166.6M |
| Menard Financial Group LLC | 0001803156 | Feb 28, 2025 | 316 | $166.7M |
| Banyan Capital Management, Inc. | 0000846600 | Feb 3, 2025 | 16 | $166.7M |
| Cunning Capital Partners, LP | 0001571075 | Feb 13, 2025 | 54 | $166.8M |
| Aryeh Capital Management Ltd. | 0001803120 | Feb 14, 2025 | 11 | $166.9M |
| Truffle Hound Capital, LLC | 0001595862 | Feb 11, 2025 | 48 | $167.0M |
| Index Venture Life Associates VI Ltd | 0001865139 | Feb 14, 2025 | 2 | $167.1M |
| GE Investment Management Corp. | 0001125824 | Feb 14, 2025 | 4 | $167.1M |
| Anabranch Capital Management, LP | 0001822480 | Feb 14, 2025 | 8 | $167.1M |
| MTM Financial Group, LLC | 0002132054 | Jun 23, 2026 | 73 | $167.3M |
| Naman Capital Ltda | 0001946136 | Feb 14, 2025 | 12 | $167.4M |
| Aerodigm Wealth, LLC | 0001927705 | Feb 4, 2025 | 75 | $167.4M |
| Spring Capital Management, LLC | 0001899146 | Jan 15, 2025 | 45 | $167.5M |
| TCG Capital Management, LP | 0001930483 | Jan 27, 2025 | 1 | $167.7M |
| Catawba River Capital | 0001843303 | Jan 29, 2025 | 18 | $167.7M |
| LBJ Family Wealth Advisors, Ltd. | 0001601622 | Apr 1, 2025 | 29 | $167.7M |
| Gray Private Wealth, LLC | 0001928877 | Jan 28, 2025 | 42 | $167.8M |
| TLW Wealth Management, LLC | 0001767217 | Jan 23, 2025 | 17 | $167.9M |
| CMT Capital Markets Trading GmbH | 0001632813 | Feb 14, 2025 | 61 | $167.9M |
| Novak & Powell Financial Services, Inc. | 0002011548 | Feb 18, 2025 | 150 | $167.9M |
| Peterson Wealth Management | 0001785144 | Feb 14, 2025 | 50 | $168.0M |
| Concorde Financial Corp | 0001911822 | Feb 14, 2025 | 36 | $168.1M |
| Wormser Freres Gestion | 0002051288 | Feb 20, 2025 | 48 | $168.2M |
| CoreFirst Bank & Trust | 0001845199 | Feb 11, 2025 | 354 | $168.2M |
| Toews Corp. | 0000932000 | Feb 4, 2025 | 9 | $168.3M |
| Sound Stewardship, LLC | 0001998101 | Jan 22, 2025 | 60 | $168.3M |
| Guardian Financial Partners, LLC | 0001723514 | Jan 15, 2025 | 49 | $168.3M |
| JNE Partners LLP | 0001770120 | Feb 14, 2025 | 7 | $168.4M |
| HRC Wealth Management, LLC | 0002009521 | Feb 12, 2025 | 50 | $168.5M |
| Wheelhouse Advisory Group LLC | 0001998946 | Jan 21, 2025 | 43 | $168.5M |
| Plotkin Financial Advisors, LLC | 0001826394 | Mar 6, 2025 | 91 | $168.5M |
| Sage Advisory Services, Ltd.Co. | 0001534378 | Feb 5, 2025 | 42 | $168.5M |
| True Vision MN LLC | 0002013460 | Jan 29, 2025 | 98 | $168.5M |
| Maripau Wealth Management LLC | 0001890698 | Feb 5, 2025 | 138 | $168.6M |
| Latko Wealth Management, Ltd. | 0001937769 | Jan 30, 2025 | 31 | $168.7M |
| Capital Markets Trading UK LLP | 0001719165 | Feb 14, 2025 | 73 | $168.7M |
| Stone House Capital Management, LLC | 0001589943 | Feb 14, 2025 | 3 | $168.8M |
| Krensavage Asset Management, LLC | 0001609251 | Feb 18, 2025 | 12 | $169.0M |
| Brooks, Moore & Associates, Inc. | 0001767040 | Feb 14, 2025 | 96 | $169.1M |
| Aletheian Wealth Advisors LLC | 0001922281 | Feb 14, 2025 | 77 | $169.1M |
| Evergreen Wealth Management, LLC | 0001965292 | Jan 31, 2025 | 53 | $169.2M |
| Keener Financial Planning LLC | 0002004495 | Jan 29, 2025 | 184 | $169.3M |
| Vista Investment Partners Ii, LLC | 0002035219 | Feb 7, 2025 | 127 | $169.3M |
| Little Harbor Advisors, LLC | 0001539639 | Feb 14, 2025 | 7 | $169.4M |
| Twin Securities, Inc. | 0001351351 | Feb 14, 2025 | 13 | $169.6M |
| Carlson Capital, L.P. | 0001056973 | Feb 5, 2025 | 32 | $169.6M |
| Westbourne Investments, Inc. | 0000932929 | Feb 14, 2025 | 125 | $169.7M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0002011352 | Feb 13, 2025 | 70 | $169.7M |
| JCP Investment Management, LLC | 0001461945 | Feb 14, 2025 | 17 | $169.7M |
| Marshall Investment Management, LLC | 0002022427 | Feb 4, 2025 | 135 | $169.7M |
| Mayfair Advisory Group, LLC | 0001801926 | Jan 14, 2025 | 158 | $169.8M |
| Resurgent Financial Advisors LLC | 0001912339 | Feb 13, 2025 | 175 | $169.8M |
| Peoples Bank | 0000934866 | Feb 3, 2025 | 97 | $169.9M |
| Cape Ann Savings Bank | 0000936938 | Feb 4, 2025 | 87 | $169.9M |
| Heritage Wealth Management, Inc./Texas | 0001966400 | Jan 21, 2025 | 31 | $169.9M |
| Advantage Trust Co | 0002009346 | Feb 3, 2025 | 190 | $170.0M |
| Pacific Capital Partners Ltd | 0002064920 | May 8, 2025 | 50 | $170.0M |
| EnCap Energy Capital Fund VIII, L.P. | 0001504103 | Feb 14, 2025 | 3 | $170.0M |
| Kentucky Trust Co | 0002054100 | Jan 29, 2025 | 303 | $170.0M |
| Fairfield, Bush & Co. | 0001116247 | Feb 13, 2025 | 110 | $170.1M |
| Mid-American Wealth Advisory Group, Inc. | 0001911264 | Jan 13, 2025 | 43 | $170.1M |
| Cairn Investment Group, Inc. | 0001800358 | Jan 23, 2025 | 68 | $170.2M |
| Flagship Wealth Advisors, LLC | 0002036117 | Feb 10, 2025 | 377 | $170.2M |
| One Plus One Wealth Management, LLC | 0001860132 | Jan 29, 2025 | 92 | $170.3M |
| Napatree Capital LLC | 0002015964 | Feb 11, 2025 | 182 | $170.3M |
| PACK Private Wealth, LLC | 0001907212 | Feb 3, 2025 | 40 | $170.3M |
| Atlatl Advisers LLC | 0002023168 | Jan 31, 2025 | 459 | $170.5M |
| Oxinas Partners, LLC | 0001759320 | Jan 17, 2025 | 117 | $170.6M |
| Centerline Wealth Advisors, LLC | 0001802059 | Jan 28, 2025 | 35 | $170.6M |
| venBio Partners LLC | 0001776382 | Feb 14, 2025 | 7 | $170.7M |
| Nierenberg Investment Management Company, LLC | 0001282683 | Feb 13, 2025 | 46 | $170.9M |
| Minerva Advisors LLC | 0001541536 | Feb 4, 2025 | 57 | $171.0M |
| Tudor Financial Inc. | 0002045307 | Jan 16, 2025 | 134 | $171.0M |
| Ironclad Investments LLC | 0001824600 | Feb 14, 2025 | 3 | $171.0M |
| New Millennium Group LLC | 0001909654 | Jan 24, 2025 | 626 | $171.0M |
| Foresight Capital Management Advisors, Inc. | 0001630936 | Jan 14, 2025 | 83 | $171.1M |
| Friedenthal Financial | 0001598611 | Jan 13, 2025 | 257 | $171.1M |
| Sterling Investment Advisors LLC | 0001009198 | Jan 14, 2025 | 37 | $171.2M |
| Sapience Investments, LLC | 0001682598 | Feb 14, 2025 | 86 | $171.3M |
| Trivant Custom Portfolio Group, LLC | 0001977992 | Jan 15, 2025 | 194 | $171.3M |
| Helios Capital Management Pte. Ltd. | 0001727612 | Jan 27, 2025 | 46 | $171.3M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0002033881 | Feb 10, 2025 | 85 | $171.4M |
| Legion Partners Asset Management, LLC | 0001560207 | Feb 14, 2025 | 7 | $171.5M |
| Alcosta Capital Management, Inc. | 0001842509 | Feb 13, 2025 | 26 | $171.5M |
| Causey Wealth LLC | 0002132639 | May 19, 2026 | 68 | $171.6M |
| Beacon Financial Planning, Inc. | 0001966066 | Jan 27, 2025 | 48 | $171.8M |
| Werlinich Asset Management, LLC | 0002000493 | Jan 15, 2025 | 59 | $171.9M |
| Olistico Wealth, LLC | 0001962695 | Jan 17, 2025 | 310 | $172.0M |
| John & Kathleen Schreiber Foundation | 0001910790 | Feb 10, 2025 | 7 | $172.0M |
| Walker Financial Services, Inc. | 0001965479 | Jan 15, 2025 | 33 | $172.1M |
| Prospect Capital Advisors, LLC | 0001632368 | Feb 14, 2025 | 28 | $172.3M |