| Telligent Fund, LP | 0001470723 | Jan 28, 2025 | 26 | $105.0M |
| Copia Wealth Management | 0002058771 | Mar 6, 2025 | 425 | $105.1M |
| Flavin Financial Services, Inc. | 0002052798 | Feb 6, 2026 | 68 | $105.1M |
| Turning Point Benefit Group, Inc. | 0002008513 | Feb 3, 2025 | 64 | $105.2M |
| Aldebaran Capital, LLC | 0001448430 | Feb 12, 2025 | 37 | $105.2M |
| Endeavor Private Wealth, Inc. | 0001906023 | Jan 17, 2025 | 189 | $105.2M |
| Vennlight Capital Management, LP | 0002013462 | Feb 14, 2025 | 15 | $105.3M |
| Edmp, Inc. | 0001016021 | Jan 29, 2025 | 65 | $105.3M |
| Ibex Investors LLC | 0001531964 | Feb 13, 2025 | 12 | $105.3M |
| Octahedron Capital Management L.P. | 0001891904 | Feb 11, 2025 | 20 | $105.3M |
| Mallini Complete Financial Planning LLC | 0002049540 | Feb 10, 2025 | 60 | $105.4M |
| DKM Wealth Management, Inc. | 0002055833 | Feb 12, 2025 | 52 | $105.5M |
| Vested Financial Planning, LLC | 0002044679 | Jan 29, 2025 | 25 | $105.6M |
| Red Crane Wealth Management, LLC | 0001686343 | Feb 5, 2025 | 64 | $105.6M |
| Amica Retiree Medical Trust | 0001599950 | Feb 12, 2025 | 135 | $105.6M |
| SLT Holdings LLC | 0002052222 | Feb 7, 2025 | 87 | $105.6M |
| Northstar Financial Companies, Inc. | 0002059828 | Mar 12, 2025 | 108 | $105.6M |
| Instrumental Wealth, LLC | 0001976010 | Feb 24, 2025 | 51 | $105.7M |
| Wulff, Hansen & Co. | 0000108634 | Feb 11, 2025 | 96 | $105.7M |
| 272 Capital LP | 0001841077 | Feb 14, 2025 | 48 | $105.8M |
| Castalian Partners, LLC | 0001976319 | Feb 14, 2025 | 21 | $105.8M |
| Chiron Capital Management, LLC | 0001830922 | Feb 13, 2025 | 113 | $105.9M |
| LM Asset Management Inc. | 0002057190 | Feb 20, 2025 | 9 | $106.0M |
| Astra Wealth Partners LLC | 0002054825 | Feb 12, 2025 | 68 | $106.0M |
| Valinor Management, L.P. | 0001401388 | Feb 13, 2025 | 1 | $106.0M |
| Haven Global Partners, LLC | 0002051846 | Jan 24, 2025 | 10 | $106.0M |
| R.H. Investment Group, LLC | 0002048733 | Jan 14, 2025 | 31 | $106.1M |
| Delta Wealth Advisors LLC | 0001970701 | Oct 10, 2025 | 40 | $106.1M |
| Monimus Capital Management, LP | 0001848831 | Feb 10, 2025 | 51 | $106.2M |
| Orca Investment Management, LLC | 0001511229 | Feb 13, 2025 | 57 | $106.3M |
| Journey Beyond Wealth, LLC | 0002052989 | Feb 12, 2025 | 30 | $106.4M |
| Caerus Investment Advisors, LLC | 0001862682 | Feb 14, 2025 | 31 | $106.4M |
| Principia Wealth Advisory, LLC | 0002041436 | Apr 11, 2025 | 775 | $106.4M |
| Pacific Asset Management, LLC | 0002054012 | Feb 5, 2025 | 46 | $106.4M |
| Soapstone Management L.P. | 0001726948 | Feb 14, 2025 | 15 | $106.4M |
| Haven Capital Group, Inc. | 0002055804 | Feb 10, 2025 | 36 | $106.4M |
| York GP, Ltd. | 0001289994 | Jan 30, 2025 | 2 | $106.4M |
| Sagil Capital LLP | 0001747744 | Feb 12, 2025 | 11 | $106.5M |
| University of Chicago | 0000314957 | Feb 5, 2025 | 5 | $106.5M |
| J2 Capital Management Inc | 0001586882 | Jan 15, 2025 | 107 | $106.6M |
| RPM Capital Partners, LLC | 0001555433 | Jan 23, 2025 | 1 | $106.7M |
| Elemental Capital Partners LLC | 0001860672 | Jan 27, 2025 | 6 | $106.8M |
| Centerstone Investors, LLC | 0001766788 | Feb 19, 2025 | 28 | $106.8M |
| Wealthgarden F.S. LLC | 0002023633 | Feb 4, 2025 | 122 | $107.0M |
| Paradigm Capital Management, LLC | 0001910312 | Feb 14, 2025 | 57 | $107.0M |
| Avantra Family Wealth, Inc. | 0001774744 | Jan 24, 2025 | 152 | $107.0M |
| Tme Financial, Inc. | 0002056230 | Feb 13, 2025 | 65 | $107.0M |
| Centricity Wealth Management, LLC | 0002054645 | Feb 3, 2025 | 454 | $107.1M |
| Jacksonville Wealth Management, LLC | 0002048486 | Jan 21, 2025 | 59 | $107.2M |
| Karani Asset Management LLC | 0001792430 | Feb 14, 2025 | 28 | $107.2M |
| Circumference Group LLC | 0001742372 | Feb 14, 2025 | 25 | $107.2M |
| Chesapeake Asset Management LLC | 0001079397 | Jan 5, 2026 | 493 | $107.4M |
| Arrow Investment Advisors, LLC | 0001378410 | Mar 25, 2025 | 47 | $107.4M |
| Mittelman Wealth Management | 0002021464 | Feb 18, 2025 | 31 | $107.5M |
| Columbia Advisory Partners LLC | 0001808179 | Jan 13, 2025 | 64 | $107.5M |
| WPG Advisers, LLC | 0002067343 | May 15, 2025 | 1,456 | $107.6M |
| Sunbeam Capital Management, LLC | 0002057278 | Feb 24, 2025 | 81 | $107.7M |
| Davidson Kahn Capital Management, LLC | 0002055535 | Feb 14, 2025 | 53 | $107.8M |
| Warm Springs Advisors Inc. | 0002057078 | Feb 19, 2025 | 50 | $107.8M |
| Alexander Randolph Advisory, Inc. | 0000874816 | Feb 4, 2025 | 52 | $107.9M |
| Ranmore Fund Management Ltd | 0002055400 | Feb 13, 2025 | 14 | $107.9M |
| Kintayl Capital LP | 0002032385 | Feb 14, 2025 | 21 | $107.9M |
| AGH Wealth Advisors, LLC | 0002061010 | Apr 4, 2025 | 113 | $107.9M |
| C2C Wealth Management, LLC | 0001868903 | Feb 12, 2025 | 87 | $107.9M |
| Rosenthal | Henry Capital Advisors, Inc. | 0001697539 | Jan 24, 2025 | 42 | $108.0M |
| IMG Wealth Management, Inc. | 0002032103 | Feb 10, 2025 | 258 | $108.1M |
| Rik Saylor Financial, Inc. | 0002045268 | Jan 27, 2025 | 79 | $108.1M |
| Wilmar Advisors LLC | 0002052481 | Feb 5, 2025 | 16 | $108.1M |
| Life Planning Partners, Inc | 0001910934 | Feb 12, 2025 | 59 | $108.1M |
| Bolthouse Investments, LLC | 0001567013 | Feb 14, 2025 | 79 | $108.3M |
| Stephen J. Garry & Associates, LLC | 0002056402 | Feb 13, 2025 | 44 | $108.3M |
| Entrewealth, LLC | 0002052200 | Feb 10, 2025 | 58 | $108.3M |
| Amara Financial, Llc. | 0001934965 | Feb 6, 2025 | 47 | $108.4M |
| Dilation Capital Management LP | 0001922880 | Feb 14, 2025 | 20 | $108.4M |
| Carbahal Olsen Financial Services Group, LLC | 0002052538 | Feb 13, 2025 | 34 | $108.4M |
| Revisor Wealth Management LLC | 0001887409 | Feb 20, 2025 | 123 | $108.5M |
| Murphy & Mullick Capital Management Corp | 0002047271 | Feb 12, 2025 | 686 | $108.6M |
| Forefront Wealth Management Inc. | 0001904828 | Feb 11, 2025 | 49 | $108.6M |
| Coign Capital Advisors LLC | 0002056441 | Feb 13, 2025 | 74 | $108.6M |
| Sierra Legacy Group | 0002056766 | Feb 14, 2025 | 60 | $108.7M |
| Cooksen Wealth, LLC | 0002016393 | Jan 31, 2025 | 44 | $108.7M |
| Flywheel Private Wealth LLC | 0002029680 | Jan 14, 2025 | 82 | $108.8M |
| Foresite Capital Management IV, LLC | 0001704132 | Feb 14, 2025 | 4 | $108.8M |
| DB Fitzpatrick & Co, Inc | 0001885767 | Jan 15, 2025 | 86 | $108.8M |
| AtlasMark Financial, Inc | 0002127120 | Apr 22, 2026 | 39 | $108.8M |
| Cathy Pareto & Associates, Inc. | 0002045974 | Jan 22, 2025 | 77 | $108.8M |
| Avant Financial Advisors LLC | 0002063243 | Mar 24, 2025 | 64 | $108.9M |
| Magma Venture Partners General Partner Ltd. | 0001907544 | Feb 10, 2025 | 3 | $108.9M |
| Square Peg Capital PTY Ltd. | 0001803194 | Feb 14, 2025 | 8 | $109.0M |
| Keystone Financial Services, LLC | 0002046033 | Mar 14, 2025 | 44 | $109.1M |
| Guided Capital Wealth Management, LLC | 0001849618 | Jan 29, 2025 | 30 | $109.1M |
| Arrow Capital Pty Ltd | 0002005134 | Feb 13, 2025 | 35 | $109.2M |
| MFG Wealth Management, Inc. | 0002053046 | Jan 29, 2025 | 52 | $109.2M |
| Kropog Financial Group, LLC | 0002084205 | Nov 10, 2025 | 27 | $109.2M |
| Lighthouse Wealth Management Inc. | 0002042810 | Jan 22, 2025 | 36 | $109.2M |
| Michels Family Financial, LLC | 0002053733 | Feb 20, 2025 | 121 | $109.2M |
| Sherman Asset Management, Inc. | 0001736535 | Feb 5, 2025 | 177 | $109.3M |
| Plan A Wealth LLC | 0002093645 | Nov 6, 2025 | 95 | $109.3M |
| Somerset Group LLC | 0001567912 | Feb 11, 2025 | 62 | $109.4M |
| SageOak Financial, LLC | 0002055829 | Feb 11, 2025 | 45 | $109.4M |