| New Republic Capital, LLC | 0001989988 | Oct 27, 2025 | 264 | $326.3M |
| ONE Advisory Partners, LLC | 0001819695 | Nov 6, 2025 | 67 | $326.3M |
| Manske Wealth Management | 0002095143 | Nov 12, 2025 | 203 | $326.0M |
| One Degree Advisors Inc | 0002005743 | Oct 24, 2025 | 68 | $326.0M |
| Red Wave Investments LLC | 0001846493 | Oct 28, 2025 | 108 | $325.9M |
| Colton Groome Financial Advisors, LLC | 0001780330 | Oct 30, 2025 | 137 | $325.9M |
| Cypress Financial Planning LLC | 0001937021 | Oct 9, 2025 | 86 | $325.7M |
| CJM Wealth Advisers, Ltd. | 0001992748 | Oct 14, 2025 | 74 | $325.5M |
| Aragon Global Management, LP | 0001991518 | Nov 14, 2025 | 31 | $325.4M |
| Graybill Wealth Management, LTD. | 0001252007 | Nov 24, 2025 | 82 | $325.3M |
| Vance Wealth, LLC | 0001910854 | Nov 14, 2025 | 116 | $325.2M |
| Hamel Associates, Inc. | 0001599760 | Nov 12, 2025 | 81 | $325.2M |
| O'Brien Greene & Co. Inc | 0001768635 | Nov 10, 2025 | 128 | $325.2M |
| Merk Investments LLC | 0001302842 | Nov 14, 2025 | 11 | $324.9M |
| Wrapmanager Inc. | 0001266014 | Nov 10, 2025 | 151 | $324.9M |
| Select Asset Management & Trust | 0001600636 | Oct 30, 2025 | 83 | $324.8M |
| Matthew 25 Management Corp | 0001351431 | Nov 13, 2025 | 19 | $324.7M |
| Sycale Advisors (NY) LLC | 0001811522 | Nov 14, 2025 | 17 | $324.6M |
| Sophron Capital Management L.P. | 0002027142 | Nov 14, 2025 | 39 | $324.6M |
| Blueshift Asset Management, LLC | 0001727827 | Nov 13, 2025 | 426 | $324.6M |
| Donoghue Forlines LLC | 0001702435 | Oct 29, 2025 | 100 | $324.5M |
| WealthBridge Investment Counsel Inc. | 0001799425 | Oct 6, 2025 | 46 | $324.4M |
| Kooman & Associates | 0001961850 | Oct 21, 2025 | 53 | $324.3M |
| Crestview Partners IV GP, L.P. | 0001818687 | Nov 14, 2025 | 2 | $324.2M |
| Gilliland Jeter Wealth Management LLC | 0002009886 | Oct 28, 2025 | 172 | $324.0M |
| Liberty Square Wealth Partners LLC | 0002057655 | Nov 6, 2025 | 146 | $324.0M |
| Olde Wealth Management, LLC | 0001840760 | Nov 14, 2025 | 115 | $323.9M |
| Hillman Co. | 0001036288 | Oct 23, 2025 | 15 | $323.9M |
| Somerset Trust Co | 0001597099 | Oct 14, 2025 | 180 | $323.9M |
| Silverleafe Capital Partners, LLC | 0001535611 | Oct 16, 2025 | 91 | $323.8M |
| Marks Wealth, LLC | 0001838660 | Oct 28, 2025 | 24 | $323.7M |
| Florida Financial Advisors, LLC | 0002050972 | Nov 7, 2025 | 262 | $323.6M |
| Mariner Investment Group LLC | 0001096978 | Nov 14, 2025 | 48 | $323.6M |
| Endeavor Private Wealth, Inc. | 0001906023 | Oct 22, 2025 | 196 | $323.4M |
| Northern Right Capital Management, L.P. | 0001346543 | Nov 14, 2025 | 24 | $323.1M |
| Quadratic Capital Management LLC | 0001697722 | Oct 10, 2025 | 2 | $323.1M |
| Shayne & Jacobs, LLC | 0001484085 | Nov 5, 2025 | 96 | $323.0M |
| Brady Family Wealth, LLC | 0001971456 | Oct 9, 2025 | 110 | $323.0M |
| United Community Bank | 0002000314 | Nov 4, 2025 | 592 | $323.0M |
| Bruce & Co., Inc. | 0001358331 | Nov 13, 2025 | 39 | $322.9M |
| Central Valley Advisors, LLC | 0002010698 | Oct 9, 2025 | 148 | $322.9M |
| Comprehensive Financial Consultants Institutional, Inc. | 0001915714 | Oct 16, 2025 | 185 | $322.8M |
| Keystone Financial Services | 0001865158 | Nov 13, 2025 | 128 | $322.7M |
| Aft, Forsyth & Sober, LLC | 0001566801 | Nov 5, 2025 | 56 | $322.5M |
| Punch Card Management L.P. | 0001631664 | Nov 14, 2025 | 6 | $322.4M |
| Centerpoint Advisors, LLC | 0001733788 | Nov 6, 2025 | 466 | $322.3M |
| TigerOak Management, L.L.C. | 0002052586 | Nov 10, 2025 | 117 | $322.3M |
| Blue Owl Capital Holdings LP | 0001858703 | Nov 12, 2025 | 72 | $322.1M |
| Lightspeed Management Company, L.L.C. | 0001702122 | Nov 14, 2025 | 6 | $322.0M |
| Congress Park Capital LLC | 0001730945 | Oct 8, 2025 | 125 | $321.7M |
| VSM Wealth Advisory, LLC | 0002050660 | Nov 13, 2025 | 442 | $321.5M |
| Hobbs Group Advisors, LLC | 0002012280 | Nov 13, 2025 | 157 | $321.3M |
| Capital Advisory Group Advisory Services, LLC | 0001803229 | Oct 29, 2025 | 180 | $321.2M |
| Oldfather Financial Services, LLC | 0001775530 | Oct 16, 2025 | 92 | $321.1M |
| Thomist Capital Management, LP | 0001767809 | Nov 14, 2025 | 59 | $320.9M |
| Denver PWM, LLC | 0001657980 | Oct 31, 2025 | 78 | $320.7M |
| First National Bank Sioux Falls | 0001085041 | Oct 21, 2025 | 138 | $320.7M |
| Ceera Investments, LLC | 0001860698 | Nov 5, 2025 | 110 | $320.5M |
| Oldfield Partners LLP | 0001492815 | Nov 10, 2025 | 20 | $320.3M |
| X-Square Capital, LLC | 0001729300 | Nov 10, 2025 | 162 | $320.2M |
| EWG Elevate Inc. | 0001765278 | Oct 7, 2025 | 119 | $320.0M |
| FIFTHDELTA Ltd | 0001872766 | Nov 14, 2025 | 5 | $319.8M |
| Pure Portfolios Holdings LLC | 0002041678 | Oct 15, 2025 | 103 | $319.8M |
| JCIC Asset Management Inc. | 0001492040 | Oct 29, 2025 | 111 | $319.8M |
| Intergy Private Wealth, LLC | 0001911342 | Oct 14, 2025 | 109 | $319.7M |
| Cloverfields Capital Group, LP | 0001819581 | Nov 13, 2025 | 96 | $319.5M |
| Retirement Financial Solutions, LLC | 0001962532 | Mar 10, 2026 | 45 | $319.5M |
| Gunma Bank,Ltd. | 0001549449 | Nov 6, 2025 | 31 | $319.4M |
| Acima Private Wealth, LLC | 0001761961 | Nov 10, 2025 | 179 | $319.4M |
| East Coast Asset Management, LLC. | 0001579254 | Nov 14, 2025 | 68 | $319.2M |
| Permit Capital, LLC | 0001313978 | Nov 10, 2025 | 20 | $319.1M |
| Acorn Wealth Advisors, LLC | 0001730610 | Oct 31, 2025 | 280 | $318.9M |
| AIMZ Investment Advisors, LLC | 0001630365 | Nov 12, 2025 | 128 | $318.7M |
| Left Brain Wealth Management, LLC | 0001957370 | Nov 12, 2025 | 98 | $318.6M |
| Hudson Value Partners, LLC | 0001840501 | Oct 30, 2025 | 106 | $318.6M |
| Cherrydale Wealth Management, LLC | 0001907327 | Oct 14, 2025 | 80 | $318.3M |
| Sustainable Insight Capital Management, LLC | 0001580677 | Nov 14, 2025 | 71 | $318.2M |
| KKM Financial LLC | 0002001943 | Nov 14, 2025 | 139 | $318.0M |
| Investment Planning Advisors, Inc. | 0002024049 | Oct 21, 2025 | 88 | $318.0M |
| Solari Capital Management, LLC | 0002006967 | Nov 17, 2025 | 1 | $317.6M |
| Taylor Hoffman Capital Management LLC | 0002042493 | Nov 7, 2025 | 118 | $317.4M |
| Investment Advisory Services Inc. /TX | 0000925953 | Oct 22, 2025 | 126 | $317.4M |
| Aquamarine Capital (Aquamarine Zurich) | 0001953324 | Oct 20, 2025 | 14 | $317.4M |
| AXS Investments LLC | 0001801467 | May 13, 2026 | 195 | $317.4M |
| Vectors Research Management, LLC | 0001750557 | Oct 28, 2025 | 131 | $317.3M |
| Pension & Wealth Management Advisors, Inc. | 0002145782 | Aug 7, 2026 | 539 | $317.2M |
| Aubrey Capital Management Ltd | 0001730754 | Oct 30, 2025 | 52 | $317.2M |
| Stiles Financial Services Inc | 0001904832 | Oct 30, 2025 | 176 | $317.1M |
| Sterling Financial Planning, Inc. | 0001844278 | Oct 24, 2025 | 116 | $317.1M |
| Rhino Investment Partners, Inc | 0001828776 | Nov 14, 2025 | 30 | $317.1M |
| Bain Capital Credit, LP | 0001317947 | Nov 14, 2025 | 6 | $317.1M |
| IronBridge Private Wealth, LLC | 0001850996 | Oct 30, 2025 | 48 | $317.0M |
| Hayek Kallen Investment Management | 0001430681 | Nov 14, 2025 | 94 | $316.8M |
| Glynn Capital Management LLC | 0000911270 | Nov 12, 2025 | 35 | $316.8M |
| Hi-Line Capital Management, LLC | 0001776074 | Nov 6, 2025 | 39 | $316.8M |
| Veery Capital, LLC | 0001844375 | Oct 15, 2025 | 94 | $316.8M |
| Watershed Private Wealth LLC | 0001965271 | Oct 21, 2025 | 112 | $316.4M |
| Ravenswood Partners LP | 0002015178 | Nov 13, 2025 | 36 | $316.4M |
| Maestria Partners LLC | 0002000390 | Oct 31, 2025 | 14 | $316.4M |
| Patriot Financial Partners GP II, L.P. | 0002061817 | Dec 19, 2025 | 12 | $316.2M |