| Upper Left Wealth Management, LLC | 0001911228 | Apr 23, 2024 | 57 | $107.9M |
| Camelot Technology Advisors, Inc. | 0002021818 | May 9, 2024 | 59 | $107.9M |
| Nan Fung Group Holdings Ltd | 0001782539 | May 14, 2024 | 45 | $107.9M |
| Discipline Wealth Solutions, LLC | 0002010507 | May 3, 2024 | 20 | $107.9M |
| Templeton & Phillips Capital Management, LLC | 0001961304 | May 13, 2024 | 41 | $108.1M |
| Guerra Pan Advisors, LLC | 0001910386 | May 13, 2024 | 101 | $108.1M |
| Corecam Pte. Ltd. | 0002106977 | Mar 9, 2026 | 20 | $108.2M |
| Crestview Partners IV GP, L.P. | 0001818687 | May 10, 2024 | 2 | $108.3M |
| Seeds Investor LLC | 0002021047 | May 10, 2024 | 167 | $108.5M |
| Marest Capital, LLC | 0002010315 | Apr 19, 2024 | 25 | $108.5M |
| AWH Capital, L.P. | 0001682475 | May 15, 2024 | 25 | $108.6M |
| Constant Guidance Financial LLC | 0001995383 | May 1, 2024 | 45 | $108.6M |
| Breed's Hill Capital LLC | 0001963222 | May 14, 2024 | 94 | $108.6M |
| Gordian Advisors LLC | 0002011856 | Apr 24, 2024 | 29 | $108.6M |
| AI-Squared Management Ltd | 0001933952 | May 10, 2024 | 17 | $108.6M |
| Incentive AS | 0001665221 | May 10, 2024 | 1 | $108.7M |
| Northwest Bank & Trust Co | 0001936193 | May 24, 2024 | 192 | $108.8M |
| Weaver C. Barksdale & Associates, Inc. | 0001294588 | May 14, 2024 | 62 | $108.9M |
| TrueMark Investments, LLC | 0001974457 | Apr 15, 2024 | 90 | $109.0M |
| DB Fitzpatrick & Co, Inc | 0001885767 | Apr 19, 2024 | 87 | $109.0M |
| FMFE Wealth Management, LLC | 0002022567 | May 13, 2024 | 24 | $109.0M |
| LifePlan Financial, LLC | 0001739485 | Apr 30, 2024 | 94 | $109.1M |
| OmniStar Financial Group, Inc. | 0001698777 | Apr 23, 2024 | 115 | $109.2M |
| Emfo, LLC | 0001859434 | May 3, 2024 | 287 | $109.3M |
| Durante & Waters, LLC | 0001666582 | Apr 29, 2024 | 32 | $109.5M |
| OxenFree Capital LLC | 0002009781 | Apr 22, 2024 | 41 | $109.5M |
| Vienna Asset Management LLC | 0001913545 | May 15, 2024 | 42 | $109.5M |
| Grafton Street Partners Fund, LP | 0001921789 | May 8, 2024 | 12 | $109.6M |
| Hoese & Co LLP | 0001840268 | Apr 8, 2024 | 137 | $109.6M |
| Crescent Sterling, Ltd. | 0001962005 | Apr 22, 2024 | 80 | $109.7M |
| Sherrill & Hutchins Financial Advisory, Inc | 0002005607 | Apr 18, 2024 | 8 | $109.8M |
| NDWM LLC | 0001818386 | Apr 19, 2024 | 32 | $109.8M |
| Oxford Wealth Group, LLC | 0002007082 | May 16, 2024 | 60 | $109.9M |
| Alpha Financial Partners LLC | 0001966219 | May 13, 2024 | 73 | $109.9M |
| Concorde Financial Corp | 0001911822 | May 15, 2024 | 37 | $110.0M |
| Stage Harbor Financial, LLC | 0001934721 | May 14, 2024 | 44 | $110.0M |
| Chiron Capital Management, LLC | 0001830922 | May 10, 2024 | 108 | $110.1M |
| Schrum Private Wealth Management LLC | 0001914987 | May 3, 2024 | 132 | $110.2M |
| Prairieview Wealth Partners, LLC | 0002011194 | Apr 3, 2024 | 17 | $110.2M |
| Perissos Private Wealth Management, LLC | 0002023071 | May 14, 2024 | 77 | $110.3M |
| M3 Advisory Group, LLC | 0002014826 | Apr 29, 2024 | 132 | $110.3M |
| Blodgett Wealth Advisors, LLC | 0001907826 | Apr 23, 2024 | 63 | $110.4M |
| Fox Financial, Inc | 0002004131 | May 3, 2024 | 13 | $110.4M |
| Finivi Inc. | 0002101641 | Dec 19, 2025 | 84 | $110.5M |
| Monetta Financial Services Inc. | 0000869179 | May 8, 2024 | 47 | $110.7M |
| Sard Wealth Management Group, LLC | 0002010095 | Apr 15, 2024 | 41 | $110.7M |
| Klein Pavlis & Peasley Financial, Inc. | 0001907480 | May 7, 2024 | 76 | $110.7M |
| Investment Partners Asset Management, Inc. | 0001384416 | Apr 15, 2024 | 138 | $110.7M |
| Randall & Associates Wealth Management | 0002011901 | Apr 23, 2024 | 38 | $110.8M |
| Stevard, LLC | 0001812093 | May 13, 2024 | 54 | $110.9M |
| Koa Wealth Management, LLC | 0002022118 | May 7, 2024 | 48 | $110.9M |
| Impala Asset Management LLC | 0001317679 | May 15, 2024 | 18 | $110.9M |
| Duncan Williams Asset Management, LLC | 0002011771 | Apr 3, 2024 | 68 | $111.0M |
| US Asset Management LLC | 0001882673 | Apr 10, 2024 | 132 | $111.0M |
| St. Louis Financial Planners Asset Management, LLC | 0001966171 | Apr 10, 2024 | 34 | $111.2M |
| Lake Hills Wealth Management, LLC | 0001705594 | Apr 5, 2024 | 44 | $111.2M |
| LRT Capital Management, LLC | 0001798923 | May 15, 2024 | 80 | $111.3M |
| Oaktree Fund Advisors, LLC | 0001822973 | May 14, 2024 | 59 | $111.3M |
| Oak Thistle LLC | 0001755987 | Apr 18, 2024 | 281 | $111.4M |
| EntryPoint Capital, LLC | 0001992519 | May 14, 2024 | 1,385 | $111.5M |
| Fidato Wealth LLC | 0001711360 | Apr 18, 2024 | 10 | $111.5M |
| Breach Inlet Capital Management, LLC | 0002009914 | May 15, 2024 | 11 | $111.7M |
| Lmdagg, L.L.C. | 0001942401 | May 2, 2024 | 1 | $112.2M |
| Davis Capital Management | 0001811806 | Apr 5, 2024 | 293 | $112.2M |
| Old Well Partners, LLC | 0001802131 | Aug 19, 2024 | 33 | $112.3M |
| Cape Ann Asset Management Ltd | 0001768237 | May 14, 2024 | 5 | $112.3M |
| Indie Asset Partners, LLC | 0001802244 | May 10, 2024 | 86 | $112.4M |
| Sage Advisors, LLC | 0002032121 | Sep 27, 2024 | 25 | $112.4M |
| Jones Road Capital Management, L.P. | 0001842361 | May 14, 2024 | 28 | $112.5M |
| Sparta 24 Ltd. | 0001967706 | Aug 7, 2024 | 9 | $112.5M |
| FreeGulliver LLC | 0002032561 | Aug 13, 2024 | 69 | $112.6M |
| Richwood Investment Advisors, LLC | 0001911900 | May 13, 2024 | 100 | $112.6M |
| HFG Advisors, Inc. | 0001911087 | Apr 18, 2024 | 108 | $112.8M |
| Long Corridor Asset Management Ltd | 0001845501 | May 13, 2024 | 12 | $112.8M |
| Processus Wealth & Capital Management, LLC | 0002014209 | Apr 16, 2024 | 34 | $112.8M |
| Opinicus Capital, Inc. | 0002009743 | Apr 16, 2024 | 100 | $112.8M |
| Rip Road Capital Partners LP | 0001802893 | May 15, 2024 | 15 | $112.9M |
| Nipun Capital, L.P. | 0001781566 | Apr 30, 2024 | 7 | $112.9M |
| Legacies Wealth LLC | 0001755933 | Apr 26, 2024 | 111 | $113.0M |
| MontVue Capital Management, Inc. | 0002008758 | May 3, 2024 | 46 | $113.0M |
| Bush Investment Group, LLC | 0001966640 | Jun 13, 2024 | 30 | $113.2M |
| Andrew Hill Investment Advisors, Inc. | 0001897071 | May 2, 2024 | 47 | $113.3M |
| CAP Partners, LLC | 0002006870 | Apr 18, 2024 | 120 | $113.3M |
| Piscataqua Savings Bank | 0001855835 | Apr 18, 2024 | 402 | $113.3M |
| Allen Wealth Management, LLC | 0002012003 | May 1, 2024 | 57 | $113.4M |
| Laraway Financial Advisors Inc | 0001908275 | May 14, 2024 | 111 | $113.4M |
| FourWorld Capital Management LLC | 0001770525 | May 16, 2024 | 28 | $113.4M |
| Grayhawk Investment Strategies Inc. | 0001684956 | May 15, 2024 | 165 | $113.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0002011352 | May 8, 2024 | 63 | $113.5M |
| Edge Financial Advisors LLC | 0002011402 | Apr 22, 2024 | 127 | $113.6M |
| Pine Haven Investment Counsel, Inc | 0001899753 | Apr 25, 2024 | 106 | $113.7M |
| Objectivity Squared, LLC | 0002011113 | Apr 15, 2024 | 47 | $113.8M |
| MidAtlantic Capital Management, Inc. | 0002042068 | Nov 12, 2024 | 241 | $113.9M |
| Bank of Marin | 0001801145 | May 9, 2024 | 115 | $113.9M |
| Seamount Financial Group Inc. | 0002011267 | Apr 18, 2024 | 85 | $114.1M |
| Draper Asset Management, LLC | 0001847921 | May 9, 2024 | 24 | $114.2M |
| Alexander Randolph Advisory, Inc. | 0000874816 | May 6, 2024 | 53 | $114.2M |
| New Leaf Venture Partners, L.L.C. | 0001631614 | May 14, 2024 | 11 | $114.3M |
| Financial Symmetry Inc | 0002004843 | Apr 30, 2024 | 36 | $114.3M |
| Fischer Investment Strategies, LLC | 0001977444 | May 14, 2024 | 22 | $114.3M |