| Stony Point Capital LLC | 0001776023 | Feb 14, 2025 | 36 | $435.2M |
| Appian Way Asset Management LP | 0001795816 | Feb 14, 2025 | 30 | $434.9M |
| Presilium Private Wealth, LLC | 0001939831 | Jan 14, 2025 | 77 | $434.8M |
| Pathway Financial Advisors LLC | 0001738828 | Jan 31, 2025 | 164 | $434.7M |
| FLC Capital Advisors | 0001713697 | Jan 16, 2025 | 174 | $434.5M |
| Single Point Partners, LLC | 0001801184 | Jan 29, 2025 | 81 | $434.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0001731447 | Jan 16, 2025 | 107 | $434.3M |
| Camelot Capital Partners, LLC | 0001753570 | Feb 14, 2025 | 2 | $434.1M |
| Blue Owl Capital Holdings LP | 0001858703 | Feb 14, 2025 | 78 | $434.0M |
| Turtle Creek Wealth Advisors, LLC | 0002007171 | Jan 23, 2025 | 75 | $433.5M |
| Drucker Wealth 3.0, LLC | 0002031642 | Feb 20, 2025 | 144 | $433.5M |
| SMI Advisory Services, LLC | 0001609008 | Jan 17, 2025 | 54 | $433.4M |
| Essex Woodlands Management, Inc. | 0001542339 | Feb 13, 2025 | 7 | $433.2M |
| Dohj, LLC | 0001801881 | Jan 24, 2025 | 136 | $432.8M |
| Ashford Advisors, LLC | 0001861158 | Feb 3, 2025 | 15 | $432.6M |
| Knightsbridge Asset Management, LLC | 0001332811 | Feb 14, 2025 | 117 | $431.6M |
| Cranbrook Wealth Management, LLC | 0001599084 | Jan 15, 2025 | 412 | $431.4M |
| High Falls Advisors, Inc | 0001569139 | Feb 14, 2025 | 116 | $431.2M |
| Legacy Trust | 0001772483 | Jan 23, 2025 | 157 | $430.9M |
| IDG China Venture Capital Fund IV Associates L.P. | 0001609021 | Feb 6, 2025 | 4 | $430.7M |
| Grand Jean Capital Management Inc. | 0001277158 | Feb 14, 2025 | 49 | $430.5M |
| Ulysses Management LLC | 0001510912 | Feb 14, 2025 | 43 | $430.4M |
| Whalerock Point Partners, LLC | 0001389709 | Feb 14, 2025 | 186 | $430.2M |
| Beacon Bank & Trust | 0001831984 | Jan 22, 2025 | 159 | $430.0M |
| Rudius Management LP | 0001835407 | Feb 13, 2025 | 4 | $430.0M |
| Eldridge Investment Advisors, Inc. | 0001727993 | Feb 10, 2025 | 150 | $430.0M |
| First Pacific Financial | 0001810089 | Jan 15, 2025 | 400 | $429.8M |
| Southland Equity Partners LLC | 0002006517 | Jan 21, 2025 | 224 | $429.7M |
| Raffa Wealth Management, LLC | 0001631073 | Jul 27, 2026 | 1,113 | $429.7M |
| Beacon Harbor Wealth Advisors, Inc. | 0001784093 | Feb 6, 2025 | 78 | $429.5M |
| Kelly Lawrence W & Associates Inc. | 0000920441 | Feb 13, 2025 | 169 | $428.7M |
| Broadleaf Partners, LLC | 0001712686 | Feb 13, 2025 | 77 | $428.1M |
| Arch Capital Group LTD. | 0000947484 | Feb 10, 2025 | 3 | $428.0M |
| Gimbel Daniel Scott | 0001867040 | Feb 14, 2025 | 3 | $428.0M |
| RB Capital Management, LLC | 0001695582 | Feb 18, 2025 | 186 | $427.6M |
| Elite Wealth Management, Inc. | 0001622757 | Feb 3, 2025 | 34 | $427.5M |
| First National Bank of Mount Dora, Trust Investment Services | 0001423045 | Jan 15, 2025 | 133 | $427.4M |
| Carrera Capital Advisors | 0002035329 | Feb 6, 2025 | 137 | $427.2M |
| Delta Financial Group, Inc. | 0001965718 | Feb 4, 2025 | 251 | $427.1M |
| Banco BTG Pactual S.A. | 0001536080 | Feb 12, 2025 | 151 | $427.0M |
| Pale Fire Capital SE | 0001922318 | Feb 13, 2025 | 50 | $426.9M |
| Chemistry Wealth Management LLC | 0001910183 | Jan 15, 2025 | 182 | $426.5M |
| SW Investment Management LLC | 0001824821 | Feb 14, 2025 | 14 | $426.3M |
| Fsa Wealth Partners, Inc. | 0001731221 | Feb 6, 2025 | 53 | $426.2M |
| Greenstone Partners & Co., LLC | 0001845565 | Feb 14, 2025 | 9 | $426.2M |
| White Mountains Insurance Group Ltd. | 0000776867 | Feb 12, 2025 | 2 | $426.2M |
| Stamos Capital Partners, L.P. | 0001705399 | Feb 13, 2025 | 126 | $426.1M |
| Owl Creek Asset Management, L.P. | 0001313756 | Feb 14, 2025 | 22 | $425.5M |
| Rather & Kittrell, Inc. | 0001582112 | Feb 13, 2025 | 81 | $425.4M |
| McNamara Financial Services, Inc. | 0001622431 | Jan 24, 2025 | 70 | $425.3M |
| Element Pointe Advisors, LLC | 0001764059 | Feb 14, 2025 | 70 | $425.1M |
| Mason & Associates Inc | 0001917686 | Jan 14, 2025 | 105 | $425.0M |
| Harvey Capital Management Inc. | 0001119032 | Jan 29, 2025 | 80 | $424.9M |
| Virtus Wealth Solutions LLC | 0002045870 | Feb 13, 2025 | 46 | $424.4M |
| Parkside Advisors LLC | 0001585550 | Jan 13, 2025 | 80 | $424.4M |
| Bulltick Wealth Management, LLC | 0001912448 | Feb 14, 2025 | 115 | $424.3M |
| True North Advisors, LLC | 0001634556 | Jan 17, 2025 | 185 | $424.2M |
| KPP Advisory Services LLC | 0001989349 | Jan 24, 2025 | 258 | $424.1M |
| Glynn Capital Management LLC | 0000911270 | Feb 11, 2025 | 50 | $424.1M |
| First Commonwealth Financial Corp | 0000712537 | Feb 13, 2025 | 219 | $424.0M |
| Werba Rubin Papier Wealth Management | 0001971029 | Feb 3, 2025 | 195 | $423.9M |
| Advantage Alpha Capital Partners LP | 0001762344 | Feb 11, 2025 | 153 | $423.5M |
| Talos Eurisko Asset Management LP | 0002041062 | Feb 11, 2025 | 21 | $423.3M |
| ALM First Financial Advisors, LLC | 0001950054 | Jan 15, 2025 | 27 | $423.1M |
| Stordahl Capital Management, Inc. | 0001729093 | Jan 23, 2025 | 61 | $422.8M |
| Advisors Management Group Inc. | 0000842766 | Jan 14, 2025 | 153 | $422.7M |
| TBH Global Asset Management, LLC | 0001787125 | Feb 3, 2025 | 224 | $422.1M |
| Burke & Herbert Bank & Trust Co. | 0001101250 | Jan 31, 2025 | 226 | $421.7M |
| Clare Market Investments LLC | 0002054098 | Feb 7, 2025 | 146 | $421.4M |
| Brant Point Investment Management LLC | 0001279030 | Feb 13, 2025 | 90 | $421.0M |
| Towneley Capital Management, Inc / DE | 0002004980 | Jan 29, 2025 | 45 | $421.0M |
| Bluescape Energy Partners LLC | 0001629283 | Feb 14, 2025 | 5 | $420.7M |
| Liberty Mutual Group Asset Management Inc. | 0001533497 | Feb 14, 2025 | 15 | $420.1M |
| Castle Rock Wealth Management, LLC | 0001727605 | Mar 5, 2025 | 233 | $419.9M |
| Oak Hill Wealth Advisors, LLC | 0001964849 | Feb 7, 2025 | 133 | $419.6M |
| Miramar Capital, LLC | 0001767812 | Feb 7, 2025 | 58 | $419.3M |
| Dorsey Wright & Associates | 0001376772 | Feb 12, 2025 | 129 | $419.1M |
| 5AM Venture Management, LLC | 0001799883 | Feb 14, 2025 | 31 | $419.1M |
| Gallatin Point Capital LLC | 0001708030 | Feb 13, 2025 | 2 | $418.1M |
| Affiance Financial, LLC | 0001723681 | Jan 21, 2025 | 102 | $418.1M |
| Financial Strategies Group, Inc. | 0001774343 | Jan 24, 2025 | 96 | $418.0M |
| Bernardo Wealth Planning LLC | 0001765595 | Jan 16, 2025 | 109 | $418.0M |
| ParaFi Capital LP | 0001919332 | Feb 14, 2025 | 9 | $417.3M |
| Long Run Wealth Advisors, LLC | 0001903296 | Jan 27, 2025 | 98 | $417.3M |
| Mycio Wealth Partners, LLC | 0001371726 | Jan 30, 2025 | 49 | $417.3M |
| Arista Wealth Management, LLC | 0001964758 | Feb 13, 2025 | 67 | $417.1M |
| Peddock Capital Advisors, LLC | 0001597843 | Jan 13, 2025 | 156 | $417.1M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0001639754 | Feb 10, 2025 | 60 | $416.6M |
| ATLAS Infrastructure Partners (UK) Ltd. | 0001924953 | Feb 14, 2025 | 6 | $416.5M |
| RJA Asset Management LLC | 0001671817 | Feb 3, 2025 | 4 | $416.4M |
| Reik & Co., LLC | 0001388028 | Jan 29, 2025 | 56 | $416.1M |
| Albar Capital Partners LLP | 0002034565 | Feb 14, 2025 | 23 | $416.0M |
| Lisanti Capital Growth, LLC | 0001424467 | Feb 7, 2025 | 111 | $415.7M |
| Ipswich Investment Management Co., Inc. | 0001463753 | Feb 3, 2025 | 186 | $415.6M |
| Asset Allocation Strategies LLC | 0001922879 | May 15, 2025 | 125 | $415.5M |
| Compass Wealth Management LLC | 0001965653 | Jan 21, 2025 | 395 | $415.2M |
| Jackson Square Capital, LLC | 0001812178 | Jan 15, 2025 | 141 | $415.0M |
| New World Advisors LLC | 0001767724 | Feb 4, 2025 | 74 | $414.9M |
| Webs Creek Capital Management LP | 0001825309 | Feb 14, 2025 | 14 | $414.8M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 0001349353 | Feb 14, 2025 | 15 | $414.7M |