| Hengistbury Investment Partners LLP | 0001574717 | Nov 14, 2024 | 5 | $244.0M |
| FSB Premier Wealth Management, Inc. | 0000887748 | Nov 14, 2024 | 204 | $244.0M |
| All-Stars Investment Ltd | 0001633603 | Nov 5, 2024 | 3 | $244.1M |
| Next Level Private LLC | 0001910366 | Oct 10, 2024 | 143 | $244.1M |
| American Trust Investment Advisors, LLC | 0001291424 | Nov 14, 2024 | 109 | $244.4M |
| GP Brinson Investments LLC | 0001860928 | Oct 4, 2024 | 16 | $244.5M |
| Cherrydale Wealth Management, LLC | 0001907327 | Oct 11, 2024 | 69 | $244.6M |
| Westshore Wealth, LLC | 0001806366 | Nov 13, 2024 | 96 | $244.7M |
| Selkirk Management LLC | 0001565432 | Nov 14, 2024 | 17 | $244.7M |
| Capital Management Associates, Inc | 0002008851 | Oct 23, 2024 | 107 | $244.8M |
| Barbara Oil Co. | 0001599670 | Nov 14, 2024 | 75 | $244.8M |
| Lincoln Capital Corp. | 0000872359 | Oct 23, 2024 | 83 | $244.9M |
| Murchinson Ltd. | 0001838556 | Nov 14, 2024 | 63 | $245.1M |
| Next Capital Management LLC | 0001752762 | Nov 7, 2024 | 136 | $245.1M |
| Sandy Cove Advisors, LLC | 0001908217 | Oct 17, 2024 | 124 | $245.2M |
| Thomas Story & Son LLC | 0001505207 | Nov 1, 2024 | 52 | $245.2M |
| Adaptive Financial Consulting, LLC | 0001804717 | Nov 7, 2024 | 19 | $245.5M |
| Private Wealth Advisors, LLC | 0001787027 | Nov 5, 2024 | 76 | $245.6M |
| NWK Group, Inc. | 0001803054 | Nov 13, 2024 | 70 | $245.7M |
| Planned Solutions, Inc. | 0001831332 | Oct 9, 2024 | 661 | $245.7M |
| Eaton Financial Holdings Company, LLC | 0001972322 | Nov 22, 2024 | 62 | $245.8M |
| Fortem Financial Group, LLC | 0001766509 | Nov 18, 2024 | 174 | $245.9M |
| BKM Wealth Management, LLC | 0002007263 | Oct 23, 2024 | 160 | $245.9M |
| Highview Capital Management LLC | 0001903786 | Oct 25, 2024 | 112 | $246.1M |
| ODonnell Financial Services, LLC | 0001730962 | Oct 22, 2024 | 43 | $246.1M |
| Innealta Capital, LLC | 0001752579 | Oct 29, 2024 | 155 | $246.4M |
| Core Wealth Management, Inc. | 0001965150 | Oct 31, 2024 | 28 | $246.5M |
| Cape Investment Advisory, Inc. | 0001944437 | Nov 14, 2024 | 957 | $246.7M |
| Tekne Capital Management, LLC | 0001558971 | Nov 13, 2024 | 5 | $246.7M |
| Stelac Advisory Services LLC | 0001519676 | Nov 5, 2024 | 106 | $246.8M |
| Pabrai Investments (Dalal Street) | 0001549575 | Nov 13, 2024 | 5 | $246.9M |
| Brown University | 0001664741 | Nov 8, 2024 | 10 | $247.1M |
| Neumann Advisory Hong Kong Ltd | 0001727862 | Oct 8, 2024 | 12 | $247.1M |
| Bluefin Capital Management, LLC | 0001144208 | Nov 14, 2024 | 81 | $247.2M |
| Unio Capital LLC | 0001730565 | Nov 14, 2024 | 35 | $247.3M |
| Vigilare Wealth Management | 0001730889 | Oct 29, 2024 | 90 | $247.4M |
| GFG Capital, LLC | 0001638520 | Oct 21, 2024 | 96 | $247.6M |
| Texas Capital Bancshares Inc | 0001077428 | Nov 14, 2024 | 74 | $247.6M |
| Weik Capital Management | 0001278793 | Nov 13, 2024 | 93 | $247.7M |
| Beacon Wealthcare LLC | 0001849336 | Oct 8, 2024 | 27 | $247.8M |
| Addison Capital Co | 0001581465 | Oct 17, 2024 | 140 | $247.9M |
| Sand Grove Capital Management LLP | 0001665077 | Nov 14, 2024 | 14 | $248.2M |
| TSA Wealth Managment LLC | 0001963669 | Nov 6, 2024 | 62 | $248.2M |
| Eley Financial Management, Inc | 0001965267 | Nov 12, 2024 | 67 | $248.5M |
| Slocum, Gordon & Co LLP | 0001993325 | Nov 4, 2024 | 135 | $248.6M |
| Malaga Cove Capital, LLC | 0001603001 | Oct 31, 2024 | 179 | $248.6M |
| EWG Elevate Inc. | 0001765278 | Oct 7, 2024 | 113 | $249.0M |
| Eukles Asset Management | 0001632553 | Oct 29, 2024 | 240 | $249.1M |
| Signature Wealth Management Group | 0001736666 | Oct 15, 2024 | 104 | $249.4M |
| Newton One Investments LLC | 0001842787 | Oct 17, 2024 | 41 | $249.4M |
| CGC Financial Services, LLC | 0001992785 | Oct 15, 2024 | 349 | $249.4M |
| Kaye Capital Management | 0001111797 | Oct 21, 2024 | 39 | $249.5M |
| Wealth Management Resources, Inc. | 0001063516 | Oct 31, 2024 | 31 | $249.5M |
| Legion Partners Asset Management, LLC | 0001560207 | Nov 14, 2024 | 11 | $249.5M |
| Dupree Financial Group, LLC | 0001989251 | Oct 22, 2024 | 72 | $249.8M |
| Prosperity Wealth Management, Inc. | 0001991463 | Nov 14, 2024 | 189 | $249.9M |
| FSA Wealth Management LLC | 0001804256 | Nov 14, 2024 | 561 | $250.3M |
| Libra Wealth LLC | 0001925385 | Oct 23, 2024 | 57 | $250.3M |
| Stableford Capital II LLC | 0001842089 | Oct 15, 2024 | 131 | $250.4M |
| Castle Wealth Management LLC | 0001936420 | Oct 31, 2024 | 121 | $250.4M |
| Roth Financial Partners LLC | 0001840888 | Jan 14, 2025 | 31 | $250.5M |
| Moseley Investment Management Inc. | 0000906396 | Oct 16, 2024 | 153 | $250.6M |
| Kenora Financial, LLC | 0001990080 | Oct 29, 2024 | 154 | $250.7M |
| Sculati Wealth Management, LLC | 0001803397 | Feb 26, 2025 | 110 | $250.7M |
| Watershed Private Wealth LLC | 0001965271 | Oct 15, 2024 | 113 | $250.7M |
| Palogic Value Management, L.P. | 0001532943 | Mar 12, 2025 | 165 | $250.7M |
| Mithaq Capital SPC | 0001834600 | Nov 5, 2024 | 4 | $250.8M |
| Milestones Administradora de Recursos Ltda. | 0001912095 | Oct 25, 2024 | 29 | $251.0M |
| Long Road Investment Counsel, LLC | 0001620081 | Nov 6, 2024 | 71 | $251.2M |
| Argyle Capital Management, LLC | 0001321194 | Oct 25, 2024 | 124 | $251.2M |
| Machina Capital S.A.S. | 0001744373 | Nov 7, 2024 | 273 | $251.3M |
| Capital Advisory Group Advisory Services, LLC | 0001803229 | Oct 15, 2024 | 152 | $251.4M |
| Daventry Group, LP | 0001823718 | Nov 14, 2024 | 10 | $251.5M |
| Fi3 FINANCIAL ADVISORS, LLC | 0001862427 | Nov 12, 2024 | 113 | $251.5M |
| Stonehearth Capital Management, LLC | 0001550191 | Oct 2, 2024 | 77 | $251.6M |
| Peloton Wealth Strategists | 0001080132 | Nov 15, 2024 | 93 | $251.6M |
| Cumberland Advisors Inc. | 0001255435 | Oct 16, 2024 | 48 | $251.7M |
| Intel Corp | 0000050863 | Nov 12, 2024 | 3 | $251.7M |
| Client 1ST Advisory Group, LLC | 0001802816 | Feb 10, 2025 | 124 | $251.7M |
| First Washington CORP | 0001390043 | Nov 13, 2024 | 56 | $251.7M |
| Kent Lake PR LLC | 0002037231 | Nov 14, 2024 | 49 | $251.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 0001903859 | Oct 11, 2024 | 82 | $251.9M |
| Stonebridge Capital Management Inc. | 0000051812 | Oct 7, 2024 | 83 | $251.9M |
| Santori & Peters, Inc. | 0001730959 | Oct 23, 2024 | 65 | $252.1M |
| Fortitude Family Office, LLC | 0001950506 | Oct 25, 2024 | 1,208 | $252.3M |
| Campbell Capital Management Inc. | 0000826794 | Oct 29, 2024 | 46 | $252.3M |
| Sachetta, LLC | 0002010574 | Nov 8, 2024 | 1,215 | $252.7M |
| DHJJ Financial Advisors, Ltd. | 0001844716 | Oct 22, 2024 | 880 | $252.7M |
| Carnegie Lake Advisors LLC | 0002043591 | Nov 4, 2024 | 157 | $252.7M |
| J.H. Whitney Equity Partners VII, LLC | 0001567459 | Nov 4, 2024 | 1 | $253.0M |
| Benson Investment Management Company, Inc. | 0001694896 | Oct 11, 2024 | 49 | $253.0M |
| Private Wealth Management Group, LLC | 0002011342 | Oct 29, 2024 | 1,498 | $253.2M |
| My Legacy Advisors, LLC | 0001767802 | Oct 21, 2024 | 195 | $253.3M |
| Bear Mountain Capital, Inc. | 0002009419 | Oct 29, 2024 | 175 | $253.3M |
| Gray Wealth Management Inc. | 0001958397 | Oct 23, 2024 | 141 | $253.3M |
| Capital Today Evergreen Fund, L.P. | 0001625502 | Nov 12, 2024 | 3 | $253.4M |
| Eclectic Associates Inc. | 0000743482 | Oct 4, 2024 | 101 | $253.5M |
| Investment Management Associates Inc. | 0000052024 | Nov 5, 2024 | 33 | $253.5M |
| Veltria Advisors Corp. | 0001941369 | Oct 30, 2024 | 208 | $253.5M |
| Mezzasalma Advisors, LLC | 0001864916 | Oct 16, 2024 | 86 | $253.6M |