| Burrus Financial Services, Inc. | 0001573947 | Sep 24, 2025 | 10 | $196.7M |
| Asset Planning Services Inc. /La/ | 0000811407 | Jun 9, 2025 | 35 | $196.7M |
| Dopkins Wealth Management, LLC | 0001904152 | Apr 22, 2025 | 84 | $196.7M |
| New England Research & Management, Inc. | 0001596077 | Apr 16, 2025 | 146 | $196.9M |
| Eads & Heald Wealth Management | 0001035912 | Apr 25, 2025 | 138 | $196.9M |
| Insight 2811, Inc. | 0001334952 | May 12, 2025 | 86 | $197.0M |
| Marshall & Sullivan Inc. | 0000820123 | Apr 10, 2025 | 42 | $197.0M |
| JDM Financial Group LLC | 0001960212 | May 15, 2025 | 300 | $197.1M |
| Meridian Financial Partners LLC | 0001763722 | Apr 14, 2025 | 104 | $197.1M |
| Ballentine Capital Advisors, Inc | 0002011580 | Apr 28, 2025 | 29 | $197.1M |
| Aurelius Family Office LLC | 0002053738 | Apr 30, 2025 | 46 | $197.1M |
| FreeGulliver LLC | 0002032561 | May 6, 2025 | 92 | $197.2M |
| Quantum Portfolio Management LLC | 0002003672 | May 14, 2025 | 273 | $197.2M |
| Grove Street Fiduciary, LLC | 0002054682 | May 6, 2025 | 70 | $197.3M |
| Financial Avengers, Inc. | 0001844393 | May 15, 2025 | 148 | $197.4M |
| CNB Bank | 0001732074 | Apr 24, 2025 | 495 | $197.5M |
| Asset Allocation & Management Company, LLC | 0001498383 | Apr 8, 2025 | 90 | $197.6M |
| Monaco Asset Management SAM | 0001803593 | May 8, 2025 | 66 | $197.6M |
| Baugh & Associates, LLC | 0001730818 | Apr 23, 2025 | 39 | $197.7M |
| Abound Financial, LLC | 0002024264 | Apr 30, 2025 | 269 | $197.7M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0000867926 | Apr 29, 2025 | 161 | $197.7M |
| Institutional Venture Management Xv, LLC | 0001640275 | May 15, 2025 | 4 | $197.8M |
| Crown Oak Advisors, LLC | 0002009273 | Apr 18, 2025 | 22 | $197.9M |
| Mudita Advisors LLP | 0001907809 | May 19, 2025 | 17 | $197.9M |
| Saturn V Capital Management LP | 0001964437 | May 15, 2025 | 21 | $198.2M |
| Rakuten Securities, Inc. | 0002009539 | Apr 18, 2025 | 821 | $198.3M |
| Farringdon Capital, Ltd. | 0001750980 | May 15, 2025 | 327 | $198.3M |
| PFC Capital Group, Inc. | 0002010374 | May 12, 2025 | 86 | $198.3M |
| Hel Ved Capital Management Ltd | 0001840129 | May 14, 2025 | 61 | $198.3M |
| ORBA Wealth Advisors, L.L.C. | 0002010248 | Apr 17, 2025 | 105 | $198.3M |
| IMS Capital Management | 0001343916 | Jul 15, 2025 | 134 | $198.3M |
| Wetzel Investment Advisors, Inc. | 0002009211 | Apr 22, 2025 | 122 | $198.4M |
| Signet Investment Advisory Group, Inc. | 0001766328 | May 5, 2025 | 69 | $198.4M |
| Vantage Point Financial LLC | 0002048892 | Apr 23, 2025 | 131 | $198.5M |
| My Personal CFO, LLC | 0001916366 | Apr 24, 2025 | 87 | $198.5M |
| Forte Asset Management LLC | 0001927129 | Apr 29, 2025 | 66 | $198.5M |
| Viola Ventures V.C. Management 4 Ltd. | 0001965208 | May 14, 2025 | 4 | $198.8M |
| Physician Wealth Solutions Inc. | 0002007116 | May 6, 2025 | 41 | $199.0M |
| Lloyd Advisory Services, LLC. | 0001802474 | Apr 14, 2025 | 98 | $199.1M |
| Drummond Knight Asset Management Pty Ltd | 0001808029 | Jun 4, 2025 | 11 | $199.1M |
| TCFG Wealth Management, LLC | 0001548059 | Apr 17, 2025 | 238 | $199.2M |
| Boit C F David | 0001308331 | Apr 8, 2025 | 127 | $199.3M |
| Palisades Investment Partners, LLC | 0001427373 | Apr 30, 2025 | 40 | $199.3M |
| GE Investment Management Corp. | 0001125824 | May 14, 2025 | 4 | $199.3M |
| Crescent Park Management, L.P. | 0001629984 | May 14, 2025 | 23 | $199.4M |
| Consilium Wealth Advisory, LLC | 0001904906 | Apr 17, 2025 | 88 | $199.5M |
| Bain Capital Venture Investors, LLC | 0001309469 | May 15, 2025 | 3 | $199.5M |
| Uniting Wealth Partners, LLC | 0002056414 | Apr 25, 2025 | 108 | $199.5M |
| Henderson Brothers Financial Partners, LLC | 0002064329 | Feb 10, 2026 | 72 | $199.6M |
| Vivid Wealth Management, LLC | 0002007281 | Apr 17, 2025 | 61 | $199.8M |
| Optimist Retirement Group LLC | 0002011850 | May 5, 2025 | 117 | $199.8M |
| Cottage Street Advisors LLC | 0001665302 | Apr 22, 2025 | 103 | $199.9M |
| Genesee Capital Advisors, LLC | 0001652348 | Apr 22, 2025 | 117 | $200.0M |
| Lakeridge Wealth Management LLC | 0002012028 | Apr 16, 2025 | 151 | $200.0M |
| Conway Capital Management, Inc. | 0002044929 | Apr 17, 2025 | 43 | $200.0M |
| ECP ControlCo, LLC | 0001707921 | Feb 17, 2026 | 4 | $200.0M |
| Richmond Hill Investments, LLC | 0001455952 | May 14, 2025 | 3 | $200.1M |
| Acorn Creek Capital LLC | 0001994827 | Apr 22, 2025 | 78 | $200.3M |
| Councilor Wealth, LLC | 0002052759 | Apr 16, 2025 | 92 | $200.4M |
| Shira Ridge Wealth Management | 0001961210 | Apr 15, 2025 | 75 | $200.5M |
| BancFirst Trust & Investment Management | 0001914099 | Apr 15, 2025 | 39 | $200.6M |
| Prosperity Financial Group, Inc. | 0001991334 | May 15, 2025 | 161 | $200.7M |
| Boyd Wealth Management, LLC | 0001846114 | Apr 24, 2025 | 44 | $200.7M |
| Bayshore Asset Management, LLC | 0001906790 | Apr 17, 2025 | 36 | $200.7M |
| Owen LaRue, LLC | 0001965328 | May 12, 2025 | 92 | $200.8M |
| Retirement Planning Co of New England, Inc. | 0001817693 | May 15, 2025 | 228 | $200.8M |
| New England Professional Planning Group Inc. | 0001540867 | May 1, 2025 | 46 | $200.9M |
| Sustainable Insight Capital Management, LLC | 0001580677 | May 13, 2025 | 66 | $200.9M |
| Paces Ferry Wealth Advisors, LLC | 0001819919 | May 14, 2025 | 123 | $201.0M |
| MY.Alpha Management HK Advisors Ltd | 0001910173 | May 14, 2025 | 18 | $201.0M |
| Greenbush Financial Group, LLC | 0002061818 | Apr 18, 2025 | 33 | $201.0M |
| Aull & Monroe Investment Management Corp | 0001387615 | May 14, 2025 | 122 | $201.0M |
| Bridger Management, LLC | 0001166309 | May 15, 2025 | 29 | $201.2M |
| Ananym Capital Management, LP | 0002037077 | May 15, 2025 | 11 | $201.2M |
| Retirement Guys Formula LLC | 0001933059 | Apr 23, 2025 | 137 | $201.3M |
| GKV Capital Management Co., Inc. | 0002052321 | May 15, 2025 | 165 | $201.3M |
| Thomas H Lee Partners LP | 0001260945 | May 12, 2025 | 1 | $201.4M |
| Deseret Mutual Benefit Administrators | 0001789351 | Apr 25, 2025 | 502 | $201.5M |
| Autumn Glory Partners, LLC | 0001911621 | Apr 21, 2025 | 174 | $201.5M |
| Argentarii, LLC | 0002030055 | Apr 29, 2025 | 157 | $201.5M |
| O'ROURKE & COMPANY, Inc | 0001911468 | May 8, 2025 | 151 | $201.6M |
| Second Half Financial Partners, LLC | 0001946654 | May 7, 2025 | 82 | $201.7M |
| Towerpoint Wealth, LLC | 0001731445 | Apr 9, 2025 | 81 | $201.8M |
| Ergawealth Advisors, Inc. | 0001973209 | Apr 22, 2025 | 60 | $201.8M |
| TL Private Wealth | 0001802868 | Apr 9, 2025 | 41 | $201.8M |
| Three Seasons Wealth, LLC | 0002044495 | May 9, 2025 | 106 | $201.9M |
| Nova R Wealth, Inc. | 0001729457 | Apr 23, 2025 | 77 | $201.9M |
| Harbor Island Capital LLC | 0001730580 | May 9, 2025 | 16 | $201.9M |
| River Street Advisors LLC | 0001964897 | Apr 21, 2025 | 139 | $202.0M |
| Hillcrest Wealth Advisors - NY, LLC | 0001767121 | Apr 22, 2025 | 48 | $202.0M |
| Scoggin Management LP | 0001086416 | May 15, 2025 | 37 | $202.0M |
| MBA Advisors LLC | 0001848704 | Apr 29, 2025 | 132 | $202.0M |
| Postrock Partners LLC | 0002053668 | May 2, 2025 | 80 | $202.1M |
| Scholtz & Company, LLC | 0001606134 | May 15, 2025 | 51 | $202.1M |
| Forager Capital Management, LLC | 0001802986 | May 15, 2025 | 11 | $202.1M |
| Slotnik Capital, LLC | 0001963764 | May 13, 2025 | 20 | $202.1M |
| Peirce Capital Management, LLC | 0002008166 | May 1, 2025 | 35 | $202.1M |
| Porter White Investment Advisors, Inc. | 0001612457 | May 30, 2025 | 34 | $202.1M |
| Private Client Services, LLC | 0001457005 | Apr 8, 2025 | 185 | $202.2M |
| Howard Hughes Medical Institute | 0000810386 | May 15, 2025 | 2 | $202.2M |