| Oak Grove Capital LLC | 0001661762 | May 13, 2025 | 61 | $419.3M |
| Wealth Dimensions Group, Ltd. | 0001846462 | May 5, 2025 | 160 | $418.9M |
| RR Advisors, LLC | 0001322613 | May 13, 2025 | 28 | $418.7M |
| Reverence Capital Partners, L.P. | 0001907530 | May 14, 2025 | 1 | $418.1M |
| Cornerstone Planning Group LLC | 0001822587 | Apr 30, 2025 | 1,553 | $418.0M |
| Bernardo Wealth Planning LLC | 0001765595 | Apr 30, 2025 | 113 | $417.9M |
| HRTG Gpe, LLC | 0001537455 | May 15, 2025 | 3 | $417.6M |
| Sterling Investment Advisors, Ltd. | 0001701132 | May 7, 2025 | 174 | $416.5M |
| Systelligence, LLC | 0001882691 | Apr 23, 2025 | 46 | $416.4M |
| Core Alternative Capital | 0001776878 | Apr 29, 2025 | 345 | $416.0M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 0001349353 | May 15, 2025 | 11 | $415.7M |
| Burke & Herbert Bank & Trust Co. | 0001101250 | Apr 29, 2025 | 229 | $415.6M |
| Parkside Advisors LLC | 0001585550 | Apr 9, 2025 | 81 | $415.3M |
| Hamilton Wealth, LLC | 0001760263 | Nov 14, 2025 | 105 | $415.3M |
| Gardner Lewis Asset Management L P | 0000941560 | May 12, 2025 | 81 | $415.1M |
| Marietta Investment Partners LLC | 0001114702 | May 7, 2025 | 155 | $415.0M |
| Legacy Trust | 0001772483 | Apr 16, 2025 | 159 | $414.9M |
| Gibbs Wealth Management | 0002081110 | Nov 4, 2025 | 307 | $414.8M |
| Shelter Mutual Insurance Co | 0001455288 | Apr 22, 2025 | 57 | $414.8M |
| Cherry Tree Wealth Management, LLC | 0001985414 | Apr 21, 2025 | 756 | $414.7M |
| ADAPT Investment Managers SA | 0002029917 | May 14, 2025 | 17 | $414.5M |
| Balboa Wealth Partners | 0001929008 | Apr 23, 2025 | 327 | $414.2M |
| NORTHSTAR ASSET MANAGEMENT Co | 0001132708 | Apr 29, 2025 | 144 | $414.0M |
| Owls Nest Partners IA, LLC | 0001845806 | May 15, 2025 | 15 | $413.9M |
| FCPM III Services B.V. | 0002013410 | May 15, 2025 | 7 | $413.7M |
| Patton Fund Management, Inc. | 0001689232 | Apr 17, 2025 | 76 | $413.0M |
| Founders Financial Alliance, LLC | 0001832190 | May 12, 2025 | 615 | $412.6M |
| Arista Wealth Management, LLC | 0001964758 | May 14, 2025 | 65 | $412.6M |
| Hussman Strategic Advisors, Inc. | 0001179475 | May 5, 2025 | 232 | $412.6M |
| Bienville Capital Management, LLC | 0001605070 | May 15, 2025 | 66 | $412.3M |
| Estuary Capital Management LP | 0001965005 | May 15, 2025 | 14 | $412.1M |
| Am Investment Strategies LLC | 0001818897 | May 7, 2025 | 106 | $412.1M |
| Foguth Wealth Management, LLC. | 0002016322 | May 15, 2025 | 149 | $412.1M |
| Mission Creek Capital Partners, Inc. | 0001801583 | May 14, 2025 | 197 | $412.1M |
| NFSG Corp | 0001879757 | May 15, 2025 | 1,045 | $412.0M |
| Renaissance Investment Group LLC | 0001509508 | May 7, 2025 | 73 | $411.9M |
| Kelly Lawrence W & Associates Inc. | 0000920441 | May 14, 2025 | 163 | $411.7M |
| Seaview Investment Managers LLC | 0001832158 | May 13, 2025 | 127 | $411.5M |
| Altrius Capital Management Inc | 0001940646 | Apr 22, 2025 | 86 | $411.4M |
| Element Pointe Advisors, LLC | 0001764059 | May 9, 2025 | 67 | $411.3M |
| Francis Financial, Inc. | 0001727514 | May 13, 2025 | 87 | $411.2M |
| RB Capital Management, LLC | 0001695582 | May 14, 2025 | 176 | $411.1M |
| Diligent Investors, LLC | 0001549042 | Apr 10, 2025 | 362 | $411.0M |
| HFR Wealth Management, LLC | 0001877822 | May 13, 2025 | 53 | $410.9M |
| Beacon Bank & Trust | 0001831984 | Apr 17, 2025 | 158 | $410.4M |
| Praetorian Wealth Management, Inc. | 0001818940 | Apr 16, 2025 | 58 | $410.2M |
| Waterfront Wealth Inc. | 0001775210 | Apr 25, 2025 | 257 | $410.0M |
| Brant Point Investment Management LLC | 0001279030 | May 14, 2025 | 95 | $409.9M |
| Longfellow Investment Management Co. LLC | 0001167487 | May 12, 2025 | 275 | $409.9M |
| AA Financial Advisors, LLC | 0002016899 | Apr 17, 2025 | 173 | $409.9M |
| WESCAP Management Group, Inc. | 0001667140 | May 13, 2025 | 97 | $409.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0001752758 | Apr 23, 2025 | 98 | $409.3M |
| First National Bank of Mount Dora, Trust Investment Services | 0001423045 | Apr 15, 2025 | 129 | $409.3M |
| Family Investment Center, Inc. | 0001897700 | Apr 24, 2025 | 78 | $409.2M |
| Boston Research & Management Inc. | 0001259261 | Sep 9, 2026 | 117 | $409.0M |
| Bain Capital Credit, LP | 0001317947 | May 15, 2025 | 6 | $409.0M |
| Sands Capital Alternatives, LLC | 0001846444 | May 14, 2025 | 20 | $408.9M |
| Grant Street Asset Management, Inc. | 0001740642 | May 2, 2025 | 81 | $408.6M |
| Advantage Alpha Capital Partners LP | 0001762344 | May 14, 2025 | 146 | $408.3M |
| GCQ FUNDS MANAGEMENT PTY Ltd | 0002031554 | Apr 28, 2025 | 12 | $407.4M |
| Curran Financial Partners, LLC | 0001843867 | Apr 21, 2025 | 100 | $407.4M |
| Sunburst Financial Group, LLC | 0001800158 | May 8, 2025 | 111 | $407.3M |
| Essex Bank | 0001752212 | Apr 21, 2025 | 296 | $406.9M |
| Strong Tower Advisory Services | 0001889322 | Apr 9, 2025 | 97 | $406.6M |
| Kinsale Capital Group, Inc. | 0001669162 | May 7, 2025 | 36 | $406.5M |
| Legacy Capital Wealth Partners, LLC | 0001766228 | May 2, 2025 | 351 | $406.5M |
| Symetra Investment Management Co | 0001811513 | May 12, 2025 | 5 | $406.5M |
| ORG Partners LLC | 0001979372 | Apr 21, 2025 | 1,431 | $406.3M |
| Shayne & Jacobs, LLC | 0001484085 | May 2, 2025 | 94 | $406.3M |
| American Trust | 0001905128 | May 16, 2025 | 121 | $405.6M |
| Solidarity Wealth, LLC | 0001906613 | May 7, 2025 | 89 | $405.6M |
| Sphera Funds Management LTD. | 0001496201 | May 15, 2025 | 112 | $405.5M |
| Sycamore Partners Management, L.P. | 0001632833 | May 15, 2025 | 1 | $405.4M |
| Mithaq Capital SPC | 0001834600 | Apr 21, 2025 | 4 | $405.2M |
| Rhino Investment Partners, Inc | 0001828776 | May 14, 2025 | 45 | $405.2M |
| Madison Wealth Partners, Inc | 0001844424 | Apr 22, 2025 | 157 | $405.1M |
| RAM Investment Partners, LLC | 0001989672 | Apr 23, 2025 | 90 | $405.1M |
| Nepsis Inc. | 0001587643 | Apr 15, 2025 | 29 | $405.0M |
| Foyston, Gordon & Payne Inc | 0001322853 | May 13, 2025 | 57 | $404.5M |
| Harbour Capital Advisors, LLC | 0001682501 | Apr 23, 2025 | 271 | $404.5M |
| Moller Wealth Partners | 0001475271 | Apr 9, 2025 | 66 | $404.4M |
| Crow's Nest Holdings LP | 0001898772 | May 15, 2025 | 8 | $404.2M |
| Mfa Wealth Advisors, LLC | 0001688184 | Apr 21, 2025 | 88 | $404.0M |
| Intellectus Partners, LLC | 0001677253 | Apr 11, 2025 | 273 | $404.0M |
| High Note Wealth, LLC | 0001807283 | May 1, 2025 | 884 | $403.8M |
| REAP Financial Group, LLC | 0002048581 | May 14, 2025 | 535 | $403.7M |
| Fourthstone LLC | 0001767803 | May 14, 2025 | 75 | $403.4M |
| Catalio Capital Management, LP | 0001958125 | May 15, 2025 | 35 | $403.4M |
| IDG China Venture Capital Fund IV Associates L.P. | 0001609021 | May 9, 2025 | 4 | $403.1M |
| Ipswich Investment Management Co., Inc. | 0001463753 | Apr 16, 2025 | 186 | $403.0M |
| Stevens Capital Management LP | 0001134813 | May 7, 2025 | 228 | $402.8M |
| Laffer Tengler Investments, Inc. | 0001307878 | May 14, 2025 | 132 | $402.4M |
| Vantage Financial Partners, LLC | 0001911766 | May 7, 2025 | 194 | $402.4M |
| Mason & Associates Inc | 0001917686 | Apr 17, 2025 | 113 | $402.4M |
| Element Capital Management LLC | 0001535630 | May 13, 2025 | 146 | $402.3M |
| TruNorth Capital Management, LLC | 0001639695 | May 1, 2025 | 435 | $402.3M |
| Westchester Capital Management, Inc. | 0001390063 | May 9, 2025 | 39 | $402.2M |
| Aspire Private Capital, LLC | 0001767340 | Apr 22, 2025 | 174 | $402.1M |
| Gifford Fong Associates | 0001740316 | May 12, 2025 | 126 | $401.9M |
| Asset Allocation Strategies LLC | 0001922879 | May 15, 2025 | 125 | $401.9M |