| New Dimensions Wealth Management, LLC | 0002068447 | Aug 6, 2025 | 19 | $109.5M |
| Talisman Wealth Advisors LLC | 0001962685 | Aug 14, 2025 | 112 | $109.5M |
| Boyce & Associates Wealth Consulting, Inc. | 0001922884 | Jul 15, 2025 | 70 | $109.5M |
| 13D Management LLC | 0001600133 | Aug 14, 2025 | 20 | $109.6M |
| SRN Advisors, LLC | 0001872370 | Aug 14, 2025 | 98 | $109.8M |
| Red Crane Wealth Management, LLC | 0001686343 | Jul 30, 2025 | 63 | $109.8M |
| Caitlin John, LLC | 0002010947 | Jul 14, 2025 | 134 | $109.8M |
| CM Management, LLC | 0001841857 | Aug 12, 2025 | 67 | $109.8M |
| ORBA Wealth Advisors, L.L.C. | 0002010248 | Aug 6, 2025 | 70 | $109.8M |
| Crowley Wealth Management, Inc. | 0002055836 | Jul 16, 2025 | 403 | $109.9M |
| Frisco Financial Planning LLC | 0002133972 | May 12, 2026 | 20 | $109.9M |
| Chesapeake Asset Management LLC | 0001079397 | Oct 15, 2025 | 293 | $110.0M |
| Seven Six Capital Management, LLC | 0002021188 | Aug 13, 2025 | 24 | $110.0M |
| Broyhill Asset Management, LLC | 0001966057 | Aug 14, 2025 | 76 | $110.1M |
| Virtus Fixed Income Advisers, LLC | 0002079921 | Aug 13, 2025 | 26 | $110.1M |
| Marathon Partners Equity Management, LLC | 0001353311 | Aug 14, 2025 | 15 | $110.2M |
| James Reed Financial Services, Inc. | 0001911052 | Jul 22, 2025 | 18 | $110.2M |
| Investment Management Corp. /Va/ | 0000789307 | Aug 7, 2025 | 174 | $110.2M |
| Phillips Wealth Planners LLC | 0001962628 | Jul 11, 2025 | 188 | $110.4M |
| C2C Wealth Management, LLC | 0001868903 | Jul 17, 2025 | 82 | $110.4M |
| DBK Financial Counsel, LLC | 0001904822 | Jul 22, 2025 | 53 | $110.6M |
| Rule One Partners, LLC | 0002040263 | Aug 12, 2025 | 6 | $110.7M |
| Bretton Capital Management, LLC | 0002043671 | Aug 14, 2025 | 20 | $110.8M |
| Wall Street Financial Group, Inc. | 0002019337 | Jan 16, 2026 | 80 | $110.8M |
| Orca Investment Management, LLC | 0001511229 | Jul 25, 2025 | 60 | $110.9M |
| Profit Investment Management, LLC | 0001286295 | Jul 11, 2025 | 74 | $110.9M |
| Poinciana Advisors Group, LLC | 0002054543 | Jul 17, 2025 | 126 | $110.9M |
| Farnam Financial LLC | 0002080267 | Aug 13, 2025 | 48 | $111.2M |
| Kize Capital LP | 0001798860 | Aug 13, 2025 | 6 | $111.3M |
| Aventus Investment Advisors, Inc. | 0002093055 | Oct 24, 2025 | 156 | $111.3M |
| Summit Financial Consulting LLC | 0002065794 | Jul 9, 2025 | 40 | $111.3M |
| Elizabeth Park Capital Advisors, Ltd. | 0001600583 | Aug 13, 2025 | 41 | $111.5M |
| Alexander Randolph Advisory, Inc. | 0000874816 | Aug 5, 2025 | 53 | $111.6M |
| Stanich Group LLC | 0002023324 | Jul 22, 2025 | 39 | $111.6M |
| Pangea Capital Gestao de Recursos Ltda. | 0002119167 | Aug 17, 2026 | 8 | $111.6M |
| Hershey Financial Advisers, LLC | 0002034214 | Aug 18, 2025 | 69 | $111.7M |
| Ativo Capital Management LLC | 0001423065 | Jul 28, 2025 | 56 | $111.9M |
| New Covenant Trust Company, N.A. | 0002023097 | Jul 17, 2025 | 83 | $111.9M |
| BRIGHT VALLEY CAPITAL Ltd | 0001965546 | Aug 13, 2025 | 9 | $112.0M |
| Freestate Advisors LLC | 0001660328 | Jul 16, 2025 | 46 | $112.0M |
| MeadowBrook Investment Advisors LLC | 0001308290 | Aug 4, 2025 | 231 | $112.0M |
| Wingate Wealth Advisors, Inc. | 0002041800 | Jul 29, 2025 | 101 | $112.3M |
| Intrinsic Value Partners, LLC | 0001910364 | Jul 21, 2025 | 67 | $112.4M |
| Vested Financial Planning, LLC | 0002044679 | Jul 22, 2025 | 28 | $112.4M |
| Rovida Advisors Inc. | 0001653857 | Aug 12, 2025 | 12 | $112.4M |
| Emeth Value Capital, LLC | 0002053013 | Jul 25, 2025 | 5 | $112.4M |
| Orvieto Partners, L.P. | 0002052484 | Aug 13, 2025 | 38 | $112.5M |
| Fortitude Financial, LLC | 0002066105 | Sep 24, 2025 | 30 | $112.5M |
| Defined Financial Planning LLC | 0002056559 | Jul 23, 2025 | 68 | $112.6M |
| Bosman Wealth Management, LLC | 0002066260 | Jul 17, 2025 | 39 | $112.6M |
| Ascent Capital Management, LLC | 0001702492 | Jul 16, 2025 | 62 | $112.6M |
| McAlister, Sweet & Associates, Inc. | 0001774087 | Jul 2, 2025 | 28 | $112.7M |
| DB Fitzpatrick & Co, Inc | 0001885767 | Jul 15, 2025 | 101 | $112.7M |
| Arbiter Partners Capital Management LLC | 0001513193 | Aug 14, 2025 | 29 | $112.7M |
| Lakeshore Capital Group, Inc. | 0002057465 | Jul 23, 2025 | 78 | $112.7M |
| Sherman Asset Management, Inc. | 0001736535 | Aug 14, 2025 | 146 | $112.8M |
| Applied Fundamental Research, LLC | 0001849776 | Jul 28, 2025 | 11 | $112.8M |
| Stegent Equity Advisors, Inc. | 0001908976 | Jul 31, 2025 | 105 | $112.9M |
| Joel Adams & Associates, Inc. | 0002020459 | Jul 25, 2025 | 61 | $113.0M |
| NorthLanding Financial Partners, LLC | 0001655982 | Aug 14, 2025 | 42 | $113.0M |
| Twin Securities, Inc. | 0001351351 | Aug 14, 2025 | 11 | $113.0M |
| Seelaus Asset Management LLC | 0001705655 | Aug 5, 2025 | 178 | $113.0M |
| Graver Capital Management, LLC | 0002056589 | Jul 29, 2025 | 25 | $113.1M |
| Robert Wood Johnson Foundation | 0000315157 | Jul 29, 2025 | 2 | $113.2M |
| Alpine Peaks Capital, LP | 0001906602 | Aug 14, 2025 | 23 | $113.3M |
| K2 Financial Inc. | 0002044711 | Jul 17, 2025 | 59 | $113.4M |
| Haven Capital Group, Inc. | 0002055804 | Aug 14, 2025 | 41 | $113.4M |
| Nightview Capital, LLC | 0001680843 | Aug 13, 2025 | 11 | $113.5M |
| Amara Financial, Llc. | 0001934965 | Aug 11, 2025 | 43 | $113.5M |
| Cornerstone Select Advisors, LLC | 0002055366 | Aug 12, 2025 | 110 | $113.6M |
| ArborFi Advisors, LLC | 0002054674 | Aug 4, 2025 | 47 | $113.6M |
| Fiduciary Advisors, Inc. | 0002047030 | Jul 17, 2025 | 95 | $113.6M |
| Nicholas Wealth, LLC. | 0001911391 | Feb 17, 2026 | 82 | $113.7M |
| Retirement Planning Group, LLC / NY | 0002057004 | Jul 25, 2025 | 77 | $113.8M |
| Sheets Smith Investment Management | 0001785199 | Oct 8, 2025 | 71 | $113.9M |
| Crossingbridge Advisors, LLC | 0001770024 | Aug 13, 2025 | 80 | $114.0M |
| Sellaronda Global Management LP | 0001975764 | Aug 13, 2025 | 9 | $114.0M |
| Capstone Wealth Management, LLC | 0002019411 | Jul 14, 2025 | 48 | $114.1M |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 0001896071 | Aug 5, 2025 | 1 | $114.1M |
| Barden Capital Management, Inc. | 0001906798 | Jul 29, 2025 | 56 | $114.1M |
| Persistent Asset Partners Ltd | 0002056052 | Aug 11, 2025 | 116 | $114.1M |
| CTC Alternative Strategies, Ltd. | 0001569550 | Aug 14, 2025 | 143 | $114.3M |
| Kropog Financial Group, LLC | 0002084205 | Nov 10, 2025 | 27 | $114.3M |
| Shade Tree Advisors LLC | 0001804785 | Aug 6, 2025 | 17 | $114.4M |
| Kingdom Financial Group LLC. | 0001962236 | Aug 11, 2025 | 55 | $114.5M |
| Lepercq De Neuflize Asset Management LLC | 0001854423 | Aug 11, 2025 | 9 | $114.5M |
| William Howard & Co Financial Advisors Inc | 0002023493 | Jul 11, 2025 | 56 | $114.6M |
| Maxele Advisors, LLC | 0002096567 | Dec 1, 2025 | 101 | $114.7M |
| Tandem Investment Partners LLC | 0002056333 | Jul 22, 2025 | 69 | $114.7M |
| Reliant Investment Partners, LLC | 0002069207 | Aug 1, 2025 | 111 | $114.7M |
| Archvest Wealth Advisors, Inc. | 0001910174 | Aug 12, 2025 | 59 | $114.7M |
| Allium Financial Advisors, LLC | 0002067277 | Feb 9, 2026 | 88 | $114.8M |
| venBio Partners LLC | 0001776382 | Aug 14, 2025 | 6 | $114.8M |
| Arbor Capital Management Inc. | 0001027570 | Aug 4, 2025 | 103 | $114.8M |
| Union Square Park Capital Management, LLC | 0001666231 | Aug 12, 2025 | 40 | $114.8M |
| Chiron Capital Management, LLC | 0001830922 | Aug 11, 2025 | 119 | $114.9M |
| Atlantic Family Wealth, LLC | 0002012511 | Aug 12, 2025 | 52 | $114.9M |
| Yorktown Energy Partners XI, L.P. | 0001667954 | Aug 14, 2025 | 3 | $115.0M |
| AG Asset Advisory, LLC | 0001625008 | Aug 5, 2025 | 21 | $115.1M |
| Arlington Capital Management, Inc. | 0001606507 | Jul 16, 2025 | 80 | $115.1M |