| Slagle Financial, LLC | 0001984918 | Feb 12, 2025 | 106 | $222.1M |
| Axq Capital, LP | 0001916908 | Feb 11, 2025 | 411 | $222.2M |
| Murchinson Ltd. | 0001838556 | Feb 14, 2025 | 46 | $222.3M |
| Crestmont Private Wealth LLC | 0001873372 | Jan 14, 2025 | 76 | $222.3M |
| J.H. Whitney Equity Partners VII, LLC | 0001567459 | Jan 21, 2025 | 1 | $222.4M |
| Lifelong Wealth Advisors, Inc. | 0002051717 | Feb 13, 2025 | 66 | $222.5M |
| Spectrum Asset Management, Inc. (NB/CA) | 0001632078 | Jan 28, 2025 | 94 | $222.6M |
| Mechanics Financial Corp | 0001821336 | Feb 12, 2025 | 230 | $222.6M |
| Hunting Hill Global Capital, LLC | 0001697398 | Feb 14, 2025 | 77 | $222.8M |
| Bantamac Capital, LLC | 0001794972 | Feb 14, 2025 | 182 | $222.8M |
| Balanced Wealth Group LLC | 0002009783 | Feb 10, 2025 | 67 | $222.8M |
| STF Management LP | 0001965239 | Feb 12, 2025 | 101 | $222.9M |
| Azarias Capital Management, L.P. | 0001625279 | Jan 30, 2025 | 22 | $223.2M |
| Palmer Knight Co | 0001767735 | Jan 23, 2025 | 33 | $223.2M |
| Asset Value Investors Ltd | 0001870300 | Mar 3, 2025 | 5 | $223.2M |
| Meros Investment Management, LP | 0001911372 | Feb 14, 2025 | 40 | $223.3M |
| TL Private Wealth | 0001802868 | Jan 16, 2025 | 43 | $223.3M |
| Key Client Fiduciary Advisors, LLC | 0001912612 | Jan 17, 2025 | 189 | $223.4M |
| Altus Wealth Management, LLC | 0001802107 | Jan 22, 2025 | 41 | $223.6M |
| BancFirst Trust & Investment Management | 0001914099 | Jan 2, 2025 | 55 | $223.6M |
| Florida Financial Advisors, LLC | 0002050972 | Feb 12, 2025 | 194 | $223.9M |
| Stonebridge Financial Planning Group, LLC | 0001802494 | Feb 18, 2025 | 159 | $223.9M |
| Mendel Money Management | 0001600585 | Feb 12, 2025 | 137 | $224.0M |
| Eaton-Cambridge Inc. | 0002011052 | Jan 22, 2025 | 35 | $224.1M |
| Meredith Wealth Planning | 0001956471 | Jan 31, 2025 | 51 | $224.4M |
| Foresite Capital Management VI LLC | 0002013341 | Feb 14, 2025 | 14 | $224.4M |
| Infusive Asset Management Inc. | 0001749333 | Feb 13, 2025 | 37 | $224.5M |
| Access Financial Services, Inc. | 0001699622 | Jan 16, 2025 | 104 | $224.5M |
| Catalyst Private Wealth, LLC | 0001831193 | Jan 13, 2025 | 84 | $224.6M |
| Forum Private Client Group LLC | 0001910636 | Feb 13, 2025 | 75 | $224.6M |
| Capricorn Fund Managers Ltd | 0001901361 | Jan 17, 2025 | 65 | $224.7M |
| Byrne Financial Freedom, LLC | 0002063947 | Apr 29, 2025 | 99 | $224.7M |
| Monaco Asset Management SAM | 0001803593 | Feb 10, 2025 | 67 | $224.8M |
| Silver Heights Capital Management Inc | 0001705712 | Feb 13, 2025 | 4 | $224.9M |
| Tiemann Investment Advisors, LLC | 0001575151 | Feb 7, 2025 | 192 | $224.9M |
| Rockport Wealth LLC | 0002022866 | Feb 10, 2025 | 67 | $225.0M |
| Joseph P. Lucia & Associates, LLC | 0001775391 | Jan 22, 2025 | 146 | $225.0M |
| Potentia Wealth | 0002052308 | Feb 12, 2025 | 97 | $225.0M |
| IvyRock Asset Management (HK) Ltd | 0001809525 | Feb 12, 2025 | 22 | $225.1M |
| ONE Advisory Partners, LLC | 0001819695 | Jan 21, 2025 | 45 | $225.3M |
| Lind Value II ApS | 0001891185 | Jan 14, 2025 | 7 | $225.3M |
| Red Spruce Capital, LLC | 0001795356 | Jan 17, 2025 | 89 | $225.3M |
| Landmark Wealth Management, LLC | 0001728778 | Jan 22, 2025 | 75 | $225.6M |
| Gullane Capital, LLC | 0002068251 | Sep 2, 2025 | 3 | $225.9M |
| Conway Capital Management, Inc. | 0002044929 | Jan 21, 2025 | 48 | $225.9M |
| Smith Shellnut Wilson LLC | 0000944317 | Mar 4, 2025 | 146 | $225.9M |
| Hazlett, Burt & Watson, Inc. | 0000046392 | Feb 12, 2025 | 767 | $225.9M |
| Fluent Financial, LLC | 0001722283 | Mar 3, 2025 | 62 | $226.0M |
| Altus Wealth Group LLC | 0001842572 | Feb 10, 2025 | 143 | $226.1M |
| Codex Capital Asset Management L.L.C. | 0002030542 | Feb 11, 2025 | 35 | $226.1M |
| Beta Wealth Group, Inc. | 0001594417 | Jan 31, 2025 | 108 | $226.1M |
| Etesian Wealth Advisors, Inc. | 0001997586 | Jan 27, 2025 | 141 | $226.1M |
| Cura Wealth Advisors, LLC | 0002056729 | Feb 14, 2025 | 96 | $226.1M |
| Calton & Associates, Inc. | 0000822648 | Jan 23, 2025 | 193 | $226.3M |
| Alexander Labrunerie & Co., Inc. | 0002024333 | Jan 27, 2025 | 103 | $226.3M |
| Data Collective IV GP, LLC | 0001664974 | Feb 14, 2025 | 6 | $226.3M |
| Reliant Investment Management, LLC | 0001517429 | Jan 16, 2025 | 61 | $226.3M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0001694895 | Jan 17, 2025 | 111 | $226.4M |
| Rockingstone Advisors LLC | 0002027176 | Jan 14, 2025 | 103 | $226.4M |
| Gibraltar Capital Management, Inc. | 0001625986 | Feb 5, 2025 | 55 | $226.4M |
| Pamalican Asset Management Ltd | 0002040055 | Feb 13, 2025 | 32 | $226.5M |
| Optimum Investment Advisors | 0001037763 | Feb 11, 2025 | 616 | $226.5M |
| Ashburton (Jersey) Ltd | 0001661222 | Feb 13, 2025 | 52 | $226.7M |
| Sharper & Granite LLC | 0001959415 | Jan 14, 2025 | 102 | $227.1M |
| Saxon Interests, Inc. | 0001905867 | Jan 15, 2025 | 188 | $227.2M |
| Squire Investment Management Company, LLC | 0002031291 | Jan 30, 2025 | 66 | $227.3M |
| Orion Capital Management LLC | 0001846758 | Feb 18, 2025 | 464 | $227.3M |
| Nkcfo LLC | 0001757282 | Jan 30, 2025 | 105 | $227.4M |
| Dale Q Rice Investment Management Ltd | 0002041427 | Jan 13, 2025 | 64 | $227.4M |
| Waterway Wealth Management, LLC | 0001992193 | Feb 5, 2025 | 75 | $227.4M |
| Silver Lake Advisory, LLC | 0001596055 | Jan 21, 2025 | 96 | $227.4M |
| Prospect Hill Management, LLC | 0001837320 | Feb 11, 2025 | 16 | $227.4M |
| MY.Alpha Management HK Advisors Ltd | 0001910173 | Feb 14, 2025 | 17 | $227.5M |
| Buttonwood Financial Advisors Inc. | 0001904033 | Jan 22, 2025 | 97 | $227.5M |
| Unique Wealth Strategies, LLC | 0002009809 | Jul 14, 2026 | 187 | $227.6M |
| Orin Green Financial, LLC | 0001844227 | Feb 19, 2025 | 79 | $227.7M |
| Hanwha Asset Management Co., Ltd. | 0001965871 | Feb 11, 2025 | 1 | $227.7M |
| RP Management, LLC | 0001507673 | Feb 3, 2025 | 4 | $227.7M |
| Lavaca Capital LLC | 0001641447 | Feb 14, 2025 | 290 | $227.7M |
| Anb Bank | 0002067126 | May 6, 2025 | 115 | $227.8M |
| Bawa N Mallick Trust | 0002040013 | Mar 12, 2026 | 68 | $227.8M |
| Harbour Investment Management LLC | 0001275880 | Feb 10, 2025 | 98 | $228.0M |
| Ruggaard & Associates LLC | 0001971230 | Feb 13, 2025 | 110 | $228.0M |
| Sensible Money, LLC | 0001965229 | Jan 29, 2025 | 82 | $228.1M |
| Family Office Research LLC | 0002041267 | Feb 13, 2025 | 75 | $228.1M |
| Hahn Capital Management LLC | 0001171592 | Feb 5, 2025 | 29 | $228.2M |
| AAFMAA Wealth Management & Trust LLC | 0001846160 | Jan 13, 2025 | 67 | $228.2M |
| Solitude Financial Services | 0001839890 | Feb 7, 2025 | 34 | $228.5M |
| Demars Financial Group, LLC | 0001723115 | Feb 13, 2025 | 70 | $228.5M |
| Sustainable Insight Capital Management, LLC | 0001580677 | Jan 21, 2025 | 73 | $228.5M |
| Hi-Line Capital Management, LLC | 0001776074 | Feb 4, 2025 | 37 | $228.5M |
| Alta Wealth Advisors LLC | 0001843826 | Jan 23, 2025 | 132 | $228.5M |
| Yong Rong (HK) Asset Management Ltd | 0001738071 | Feb 4, 2025 | 16 | $228.6M |
| Mma Asset Management LLC | 0001842667 | Feb 5, 2025 | 128 | $228.8M |
| Investment Planning Advisors, Inc. | 0002024049 | Jan 22, 2025 | 63 | $229.0M |
| Investment Management Associates Inc. | 0000052024 | Feb 3, 2025 | 26 | $229.0M |
| FACT Capital, LP | 0001964400 | Feb 18, 2025 | 20 | $229.2M |
| WealthCare Investment Partners, LLC | 0001908462 | Feb 3, 2025 | 146 | $229.2M |
| Consolidated Capital Management, LLC | 0001666613 | Jan 16, 2025 | 36 | $229.3M |
| Private Wealth Advisors, LLC | 0001787027 | Feb 5, 2025 | 81 | $229.3M |