| One Charles Private Wealth Services, LLC | 0001800938 | Feb 11, 2025 | 154 | $297.4M |
| Acima Private Wealth, LLC | 0001761961 | Feb 5, 2025 | 184 | $297.1M |
| Horan Capital Advisors, LLC. | 0001584086 | Feb 6, 2025 | 112 | $297.0M |
| CJM Wealth Advisers, Ltd. | 0001992748 | Jan 10, 2025 | 69 | $296.8M |
| White Pine Capital LLC | 0001137429 | Jan 30, 2025 | 218 | $296.8M |
| TriaGen Wealth Management LLC | 0001843848 | Jan 23, 2025 | 169 | $296.8M |
| United Wealth Management, LLC | 0002055362 | Feb 10, 2025 | 21 | $296.7M |
| Arcataur Capital Management LLC | 0001987321 | Jan 28, 2025 | 96 | $296.7M |
| Alight Capital Management LP | 0001651473 | Feb 14, 2025 | 50 | $296.6M |
| Bridgefront Capital, LLC | 0001725690 | Feb 14, 2025 | 550 | $296.6M |
| Boone Capital Management LLC | 0001882053 | Feb 14, 2025 | 13 | $296.5M |
| Gilliland Jeter Wealth Management LLC | 0002009886 | Jan 28, 2025 | 173 | $296.3M |
| Steph & Co. | 0000941519 | Jan 14, 2025 | 274 | $296.3M |
| Wakefield Asset Management LLLP | 0001600435 | Feb 5, 2025 | 143 | $296.3M |
| Strategic Advocates LLC | 0001991340 | Jan 23, 2025 | 110 | $296.2M |
| PCJ Investment Counsel Ltd. | 0001426318 | Feb 7, 2025 | 69 | $296.2M |
| Shoker Investment Counsel, Inc. | 0001599623 | Feb 5, 2025 | 103 | $296.1M |
| Kerrisdale Advisers, LLC | 0001569688 | Feb 14, 2025 | 86 | $296.0M |
| Narus Financial Partners, LLC | 0001698091 | Jan 23, 2025 | 145 | $295.7M |
| EVR Research LP | 0001843019 | Feb 13, 2025 | 37 | $295.6M |
| Lead Edge Capital Management, LLC | 0001802797 | Feb 14, 2025 | 9 | $295.6M |
| Formula Growth Ltd. | 0001093219 | Feb 13, 2025 | 115 | $295.4M |
| Contrarian Capital Management, L.L.C. | 0001050417 | Feb 13, 2025 | 34 | $295.3M |
| Transce3nd, LLC | 0002023570 | Feb 13, 2025 | 1,566 | $295.2M |
| Wade Financial Advisory, Inc | 0001802670 | Jan 23, 2025 | 80 | $295.2M |
| Alpine Global Management, LLC | 0001581655 | Feb 18, 2025 | 172 | $295.2M |
| Family Legacy, Inc. | 0001706016 | Feb 12, 2025 | 121 | $295.2M |
| SWF LLC | 0002065728 | Aug 1, 2025 | 2 | $295.1M |
| Evexia Wealth LLC | 0001975710 | Feb 13, 2025 | 76 | $295.1M |
| Family Capital Trust Co | 0001123320 | Jan 28, 2025 | 59 | $295.1M |
| New Mountain Capital, L.L.C. | 0001407718 | Feb 13, 2025 | 1 | $295.0M |
| Summit Rock Advisors, LP | 0001540951 | Feb 10, 2025 | 6 | $294.9M |
| Cederberg Capital Ltd | 0001861244 | Feb 14, 2025 | 8 | $294.6M |
| TSP Capital Management Group, LLC | 0001317208 | Jan 30, 2025 | 47 | $294.4M |
| Bard Associates Inc. | 0001105907 | Feb 6, 2025 | 180 | $294.3M |
| Warther Private Wealth, LLC | 0001954551 | Jan 29, 2025 | 80 | $294.2M |
| Stenger Family Office, LLC | 0002056106 | Feb 13, 2025 | 92 | $294.2M |
| RIA Advisory Group LLC | 0001958384 | Feb 14, 2025 | 135 | $294.1M |
| HT Partners LLC | 0001552999 | Jan 23, 2025 | 50 | $294.0M |
| Palidye Holdings (Caymans) Ltd | 0002043694 | Feb 14, 2025 | 2 | $294.0M |
| TRV GP V, LLC | 0001990717 | Feb 13, 2025 | 3 | $294.0M |
| Weybosset Research & Management LLC | 0001280604 | Jan 10, 2025 | 51 | $293.9M |
| Indiana Trust & Investment Management Co | 0001356407 | Jan 29, 2025 | 483 | $293.8M |
| Vectors Research Management, LLC | 0001750557 | Feb 13, 2025 | 116 | $293.5M |
| Hilltop Partners LLC | 0001957867 | Feb 5, 2025 | 104 | $293.5M |
| Adamsbrown Wealth Consultants LLC | 0001911244 | Jan 24, 2025 | 97 | $293.4M |
| Rench Wealth Management, Inc. | 0001599016 | Feb 13, 2025 | 51 | $293.2M |
| PL Capital Advisors, LLC | 0001569147 | Feb 5, 2025 | 29 | $293.0M |
| Fortis Capital Advisors, LLC | 0001959790 | Feb 13, 2025 | 172 | $292.7M |
| Balefire, LLC | 0001750924 | Feb 3, 2025 | 295 | $292.5M |
| Iyo Bank, Ltd. | 0001890435 | Feb 5, 2025 | 36 | $292.5M |
| Divergent Planning, LLC | 0001730787 | Jan 16, 2025 | 28 | $292.4M |
| VELA Investment Management, LLC | 0001895612 | Feb 5, 2025 | 137 | $292.4M |
| Continental Grain Co. | 0000929607 | Feb 13, 2025 | 4 | $292.4M |
| Atlas Brown,Inc. | 0001388168 | Jan 10, 2025 | 206 | $292.4M |
| Marcho Partners LLP | 0001782974 | Feb 13, 2025 | 9 | $292.3M |
| Operose Advisors LLC | 0001909750 | Feb 13, 2025 | 424 | $292.3M |
| Elevatus Welath Management | 0001982776 | Feb 13, 2025 | 107 | $292.3M |
| Westbourne Investment Advisors, Inc. | 0001650092 | Jan 28, 2025 | 85 | $292.2M |
| Triumph Capital Management | 0001730765 | Feb 14, 2025 | 273 | $292.2M |
| Glassy Mountain Advisors, Inc. | 0001914617 | Jan 27, 2025 | 58 | $292.2M |
| Vert Asset Management LLC | 0001904664 | Jan 22, 2025 | 43 | $292.1M |
| Headland Capital, LLC | 0002056637 | Feb 14, 2025 | 56 | $292.1M |
| Courage Miller Partners, LLC | 0001482106 | Jan 17, 2025 | 80 | $292.1M |
| Nut Tree Capital Management, LP | 0001661655 | Feb 14, 2025 | 10 | $291.9M |
| Running Point Capital Advisors, LLC | 0001840629 | Feb 11, 2025 | 162 | $291.9M |
| First American Financial Corp | 0001472787 | Feb 11, 2025 | 3 | $291.7M |
| Whitegate Investment Counselors, Inc. | 0001667102 | Feb 10, 2025 | 66 | $291.7M |
| Pennsylvania Capital Management Inc. | 0001004140 | Jan 27, 2025 | 100 | $291.6M |
| Chesapeake Wealth Management | 0001730383 | Jan 16, 2025 | 159 | $291.6M |
| Paragon Advisors, LLC | 0001799719 | Jan 13, 2025 | 81 | $291.5M |
| Eldred Rock Partners, LLC | 0001984180 | Jan 16, 2025 | 30 | $291.3M |
| Ceera Investments, LLC | 0001860698 | Feb 7, 2025 | 98 | $291.3M |
| Valley Forge Investment Consultants Inc. Adv | 0000920655 | Feb 12, 2025 | 86 | $291.2M |
| Nicollet Investment Management, Inc. | 0001729048 | Feb 12, 2025 | 71 | $291.2M |
| Dynamo Internacional Gestao DE Recursos Ltda. | 0001546790 | May 30, 2025 | 6 | $291.2M |
| 3Chopt Investment Partners, LLC | 0001978521 | Feb 13, 2025 | 75 | $291.2M |
| WIM INVESTMENT MANAGEMENT Ltd | 0002042565 | Feb 11, 2025 | 15 | $291.2M |
| Sector Gamma As | 0001475373 | Feb 11, 2025 | 30 | $290.9M |
| WJ Wealth Management, LLC | 0001801674 | Jan 24, 2025 | 74 | $290.4M |
| Permit Capital, LLC | 0001313978 | Feb 14, 2025 | 31 | $290.4M |
| Sykon Capital LLC | 0001988408 | Feb 11, 2025 | 64 | $290.2M |
| Strategic Investment Management, LLC | 0000846633 | Jan 21, 2025 | 20 | $290.0M |
| Ewing Morris & Co. Investment Partners Ltd. | 0001846838 | Feb 14, 2025 | 89 | $289.9M |
| Pecaut & Co. | 0001597200 | Feb 11, 2025 | 75 | $289.7M |
| Smart Money Group LLC | 0001728866 | Jan 16, 2025 | 96 | $289.6M |
| Front Row Advisors LLC | 0001729254 | Feb 12, 2025 | 499 | $289.5M |
| Baker Boyer National Bank | 0001079398 | Jan 23, 2025 | 79 | $289.5M |
| Snow Phipps Group, LLC | 0001698661 | Jan 14, 2025 | 2 | $289.4M |
| Columbia Bank | 0002017259 | Feb 11, 2025 | 152 | $289.1M |
| Weil Company, Inc. | 0001318011 | Feb 5, 2025 | 105 | $289.0M |
| Highland Financial Advisors, LLC | 0001939237 | Jan 30, 2025 | 57 | $288.7M |
| Altrafin AG | 0002110313 | Feb 17, 2026 | 48 | $288.4M |
| Sea Cliff Partners Management, LP | 0002011655 | Feb 14, 2025 | 15 | $288.3M |
| Spectrum Financial Alliance Ltd LLC | 0001566531 | Feb 4, 2025 | 20 | $288.2M |
| McCarthy & Cox | 0002020726 | Jan 16, 2025 | 63 | $288.2M |
| REDW Wealth LLC | 0001688931 | Feb 7, 2025 | 104 | $288.0M |
| Websterrogers Financial Advisors, LLC | 0001841757 | Jan 14, 2025 | 81 | $288.0M |
| AIMZ Investment Advisors, LLC | 0001630365 | Feb 5, 2025 | 124 | $287.9M |
| ARK & TLK Investments, LLC | 0002013188 | Feb 12, 2025 | 111 | $287.8M |