| Presilium Private Wealth, LLC | 0001939831 | May 1, 2024 | 68 | $377.0M |
| Dohj, LLC | 0001801881 | Apr 16, 2024 | 135 | $376.9M |
| Periscope Capital Inc. | 0001695320 | May 13, 2024 | 407 | $376.9M |
| Sovereign Financial Group, Inc. | 0001846175 | Apr 15, 2024 | 286 | $376.8M |
| First Commonwealth Financial Corp | 0000712537 | May 14, 2024 | 195 | $376.7M |
| Encompass Wealth Advisors, LLC | 0001849614 | May 13, 2024 | 300 | $376.7M |
| Concentric Wealth Management, LLC | 0001695345 | May 9, 2024 | 136 | $375.7M |
| AlphaCore Capital LLC | 0001713662 | May 15, 2024 | 169 | $375.6M |
| Plimoth Trust Co. LLC | 0001623678 | Apr 18, 2024 | 157 | $375.3M |
| Waller Financial Planning Group, Inc. | 0001736079 | Apr 2, 2024 | 63 | $375.3M |
| Juniper Hill Capital Management LP | 0001803460 | May 6, 2024 | 4 | $375.2M |
| G2 Investment Partners Management LLC | 0001593404 | May 15, 2024 | 71 | $375.1M |
| Yong Rong (HK) Asset Management Ltd | 0001738071 | May 2, 2024 | 18 | $374.9M |
| Mason & Associates Inc | 0001917686 | Apr 23, 2024 | 112 | $374.9M |
| Woodard & Co. Asset Management Group Inc. | 0000771118 | May 6, 2024 | 102 | $374.6M |
| P/E Global LLC | 0001910344 | May 8, 2024 | 3 | $374.5M |
| Privium Fund Management B.V. | 0001795097 | Apr 30, 2024 | 117 | $374.5M |
| RV Capital AG | 0001766596 | May 2, 2024 | 6 | $374.5M |
| Stempoint Capital LP | 0001952142 | Aug 9, 2024 | 45 | $374.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 0001349353 | May 10, 2024 | 15 | $374.1M |
| Newman Dignan & Sheerar, Inc. | 0001566493 | Apr 29, 2024 | 171 | $374.0M |
| Praetorian Wealth Management, Inc. | 0001818940 | Apr 10, 2024 | 36 | $374.0M |
| RB Capital Management, LLC | 0001695582 | May 13, 2024 | 179 | $373.8M |
| Poehling Capital Management, INC. | 0001730815 | May 10, 2024 | 128 | $373.3M |
| Maxi Investments CY Ltd | 0001838222 | May 14, 2024 | 115 | $373.3M |
| JFG Wealth Management, LLC | 0001766972 | May 10, 2024 | 61 | $372.9M |
| Avion Wealth | 0001792704 | May 3, 2024 | 1,150 | $372.7M |
| Canton Hathaway, LLC | 0001755785 | May 13, 2024 | 246 | $372.4M |
| Financial Strategies Group, Inc. | 0001774343 | Apr 18, 2024 | 80 | $372.1M |
| Noked Israel Ltd | 0001767750 | May 15, 2024 | 22 | $372.1M |
| Enstar Group LTD | 0001363829 | May 14, 2024 | 7 | $372.1M |
| Kozak & Associates, Inc. | 0001764970 | May 17, 2024 | 444 | $371.9M |
| Overbrook Management Corp | 0001269786 | Apr 16, 2024 | 60 | $371.9M |
| Vantage Financial Partners, LLC | 0001911766 | May 2, 2024 | 143 | $371.6M |
| Cyrus Capital Partners, L.P. | 0001166564 | May 15, 2024 | 8 | $371.2M |
| REDW Wealth LLC | 0001688931 | May 1, 2024 | 162 | $371.1M |
| Chemistry Wealth Management LLC | 0001910183 | Apr 15, 2024 | 165 | $371.1M |
| Cliffwater LLC | 0001659851 | May 10, 2024 | 25 | $371.0M |
| Milestone Investment Advisors LLC | 0001967018 | May 14, 2024 | 128 | $370.8M |
| Morton Capital Management LLC | 0002002628 | Apr 12, 2024 | 106 | $370.4M |
| Black Diamond Financial, LLC | 0001759236 | May 6, 2024 | 115 | $370.0M |
| Pathway Financial Advisors LLC | 0001738828 | Apr 10, 2024 | 172 | $369.8M |
| Nepsis Inc. | 0001587643 | Apr 12, 2024 | 28 | $369.6M |
| Moller Wealth Partners | 0001475271 | Apr 11, 2024 | 51 | $369.1M |
| Affiance Financial, LLC | 0001723681 | Apr 15, 2024 | 95 | $369.1M |
| Retirement Solution LLC | 0001914606 | May 7, 2024 | 38 | $369.1M |
| Ibex Wealth Advisors | 0001686242 | Apr 18, 2024 | 109 | $368.9M |
| Cypress Asset Management Inc. | 0001030618 | Jun 11, 2024 | 110 | $368.7M |
| Altiora Financial Group, LLC | 0001986156 | Apr 19, 2024 | 82 | $368.3M |
| KADENSA CAPITAL Ltd | 0001720980 | May 15, 2024 | 38 | $368.3M |
| Bayberry Capital Partners LP | 0001771524 | May 15, 2024 | 22 | $368.2M |
| Ikarian Capital, LLC | 0001778253 | May 17, 2024 | 82 | $367.7M |
| Shayne & Jacobs, LLC | 0001484085 | May 8, 2024 | 95 | $367.6M |
| Sierra Summit Advisors LLC | 0002012614 | May 9, 2024 | 144 | $367.5M |
| Juniper Capital Advisors, L.P. | 0002011609 | Feb 17, 2026 | 1 | $367.3M |
| First Reserve GP XIII Ltd | 0001706604 | May 6, 2024 | 1 | $367.1M |
| RS Crum Inc. | 0001401459 | May 13, 2024 | 81 | $366.7M |
| Belmont Capital, LLC | 0001793367 | May 14, 2024 | 189 | $366.6M |
| Whalerock Point Partners, LLC | 0001389709 | May 15, 2024 | 175 | $366.6M |
| Contrarian Capital Management, L.L.C. | 0001050417 | May 15, 2024 | 29 | $366.6M |
| Optas, LLC | 0001802961 | Apr 18, 2024 | 209 | $366.5M |
| ADAR1 Capital Management, LLC | 0001940272 | May 15, 2024 | 239 | $366.3M |
| Sage Advisory Services, Ltd.Co. | 0001534378 | Apr 26, 2024 | 48 | $366.3M |
| Meridian Management Co. | 0000806097 | May 2, 2024 | 101 | $366.2M |
| Castle Rock Wealth Management, LLC | 0001727605 | May 13, 2024 | 232 | $366.2M |
| Crestview Partners III GP, L.P. | 0001703027 | May 10, 2024 | 3 | $366.0M |
| Cypress Capital, LLC | 0001729939 | Oct 29, 2024 | 78 | $365.7M |
| Skaana Management L.P. | 0001860998 | May 14, 2024 | 136 | $365.5M |
| Compton Wealth Advisory Group, LLC | 0001761044 | Apr 11, 2024 | 102 | $365.4M |
| University of Texas/Texas Am Investment Management Co. | 0001019231 | Aug 29, 2024 | 171 | $365.3M |
| IAM Advisory, LLC | 0001825292 | Apr 15, 2024 | 101 | $365.0M |
| Northwest Wealth Management, LLC | 0001695344 | May 14, 2024 | 171 | $364.9M |
| AMS Capital Ltda | 0001717977 | Apr 23, 2024 | 19 | $364.8M |
| Progressive Investment Management Corp | 0001353318 | Apr 22, 2024 | 60 | $364.6M |
| REAP Financial Group, LLC | 0002048581 | Feb 27, 2025 | 586 | $364.4M |
| KPP Advisory Services LLC | 0001989349 | May 14, 2024 | 241 | $364.3M |
| Soros Capital Management LLC | 0001748240 | May 15, 2024 | 36 | $364.3M |
| Nvwm, LLC | 0001697274 | May 7, 2024 | 615 | $364.3M |
| Roof Eidam Maycock Peralta, LLC | 0001028874 | May 6, 2024 | 127 | $364.2M |
| SR One Capital Management, LP | 0001910264 | May 13, 2024 | 6 | $364.1M |
| SignalPoint Asset Management, LLC | 0001566414 | Apr 11, 2024 | 247 | $363.9M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0001707856 | May 2, 2024 | 51 | $363.7M |
| Tetragon Partners GP Ltd | 0001515070 | May 15, 2024 | 29 | $363.7M |
| McDonald Partners LLC | 0001331074 | Apr 15, 2024 | 239 | $363.6M |
| Financial & Tax Architects, LLC | 0001758543 | May 8, 2024 | 85 | $363.4M |
| Integrated Investment Consultants, LLC | 0001665337 | Apr 18, 2024 | 259 | $363.4M |
| Origin Asset Management LLP | 0001484040 | Apr 23, 2024 | 17 | $363.2M |
| ECP ControlCo, LLC | 0001707921 | May 15, 2024 | 7 | $362.7M |
| Palo Duro Investment Partners, LP | 0001977128 | May 15, 2024 | 11 | $362.7M |
| Gifford Fong Associates | 0001740316 | May 10, 2024 | 127 | $362.7M |
| True North Advisors, LLC | 0001634556 | Apr 12, 2024 | 196 | $362.3M |
| Ackerman Capital Advisors, LLC | 0001699506 | Apr 24, 2024 | 100 | $362.0M |
| Tradewinds Capital Management, LLC | 0001616026 | Apr 19, 2024 | 554 | $361.8M |
| Integris Wealth Management, LLC | 0001750852 | May 3, 2024 | 95 | $361.7M |
| Pennant Investors, LP | 0001759176 | May 15, 2024 | 43 | $361.7M |
| Vertex Planning Partners, LLC | 0001942341 | May 13, 2024 | 153 | $361.5M |
| Nut Tree Capital Management, LP | 0001661655 | May 15, 2024 | 11 | $361.5M |
| Horrell Capital Management, Inc. | 0001385925 | Apr 25, 2024 | 228 | $361.1M |
| ALM First Financial Advisors, LLC | 0001950054 | Sep 20, 2024 | 22 | $361.0M |
| Puzo Michael J | 0001053914 | May 13, 2024 | 75 | $360.8M |