| Truvestments Capital LLC | 0001750405 | Aug 14, 2024 | 218 | $251.0M |
| Entrust Global Partners L L C | 0001080818 | Aug 14, 2024 | 8 | $251.0M |
| Vert Asset Management LLC | 0001904664 | Jul 17, 2024 | 42 | $250.9M |
| Divergent Planning, LLC | 0001730787 | Jul 12, 2024 | 28 | $250.9M |
| Buska Wealth Management, LLC | 0001910503 | Jan 10, 2025 | 55 | $250.9M |
| Select Asset Management & Trust | 0001600636 | Aug 12, 2024 | 65 | $250.9M |
| Lind Value II ApS | 0001891185 | Jul 24, 2024 | 4 | $250.8M |
| Denver PWM, LLC | 0001657980 | Aug 5, 2024 | 234 | $250.7M |
| Knott David M Jr | 0001892770 | Aug 12, 2024 | 99 | $250.6M |
| Ranger Global Real Estate Advisors, LLC | 0001689007 | Aug 14, 2024 | 14 | $250.6M |
| One Wealth Management Investment & Advisory Services, LLC | 0002009427 | Aug 6, 2024 | 134 | $250.5M |
| Custos Family Office, LLC | 0001904423 | Jul 24, 2024 | 55 | $250.4M |
| Stone Run Capital, LLC | 0001512746 | Aug 14, 2024 | 65 | $250.4M |
| Aubrey Capital Management Ltd | 0001730754 | Aug 13, 2024 | 67 | $250.3M |
| Reston Wealth Management LLC | 0001767617 | Jul 30, 2024 | 53 | $250.1M |
| Accel Wealth Management | 0001838226 | Jul 12, 2024 | 244 | $249.9M |
| L1 Capital International Pty Ltd | 0002009023 | Aug 14, 2024 | 19 | $249.8M |
| Mount Capital Ltd | 0001896379 | Aug 9, 2024 | 18 | $249.5M |
| RBA Wealth Management, LLC | 0001776296 | Jul 19, 2024 | 90 | $249.5M |
| jvl associates llc | 0001915765 | Jul 11, 2024 | 52 | $249.5M |
| Retirement Capital Strategies | 0001672681 | Aug 14, 2024 | 66 | $249.3M |
| Ghe, LLC | 0001910179 | Aug 8, 2024 | 52 | $249.3M |
| Leading Edge Financial Planning LLC | 0001967205 | Aug 1, 2024 | 50 | $249.3M |
| Veridan Wealth LLC | 0002052405 | Jul 10, 2025 | 82 | $249.3M |
| Congress Park Capital LLC | 0001730945 | Jul 12, 2024 | 117 | $249.0M |
| Kooman & Associates | 0001961850 | Aug 12, 2024 | 44 | $248.7M |
| West Oak Capital, LLC | 0001387399 | Jul 24, 2024 | 326 | $248.5M |
| Two Point Capital Management, Inc. | 0001962382 | Aug 1, 2024 | 25 | $248.5M |
| Precedent Wealth Partners, LLC | 0002008666 | Jul 23, 2024 | 134 | $248.3M |
| Global Trust Asset Management, LLC | 0001729672 | Jul 11, 2024 | 468 | $248.2M |
| Narus Financial Partners, LLC | 0001698091 | Jul 17, 2024 | 142 | $248.1M |
| Brown Wealth Management, LLC | 0001987005 | Aug 13, 2024 | 89 | $248.1M |
| Beirne Wealth Consulting Services, LLC | 0001697303 | Aug 12, 2024 | 99 | $248.0M |
| Infusive Asset Management Inc. | 0001749333 | Aug 14, 2024 | 34 | $247.8M |
| Jackson, Grant Investment Advisers, Inc. | 0001650300 | Jul 16, 2024 | 394 | $247.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0001697375 | Jul 23, 2024 | 388 | $247.7M |
| Mediatel Partners | 0001133939 | Aug 8, 2024 | 3 | $247.6M |
| Martin Capital Partners, LLC | 0001731216 | Jul 15, 2024 | 71 | $247.6M |
| Mystic Asset Management, Inc. | 0001912460 | Aug 8, 2024 | 167 | $247.6M |
| VR Advisory Services Ltd | 0001348145 | Aug 14, 2024 | 41 | $247.5M |
| United Community Bank | 0002000314 | Aug 2, 2024 | 388 | $247.5M |
| Berkshire Capital Holdings Inc. | 0001133742 | Aug 13, 2024 | 87 | $247.3M |
| Shaker Financial Services, LLC | 0001511794 | Aug 2, 2024 | 157 | $247.3M |
| SMART Wealth LLC | 0002044723 | Dec 16, 2024 | 125 | $247.2M |
| Robinswood Financial LLC | 0002139748 | Jul 15, 2026 | 365 | $247.2M |
| Gibbs Wealth Management | 0002081110 | Nov 4, 2025 | 232 | $247.1M |
| Omega Financial Group, LLC | 0001767982 | Jul 12, 2024 | 82 | $247.0M |
| Windward Private Wealth Management Inc. | 0001835866 | Jul 23, 2024 | 46 | $247.0M |
| Vista Investment Management | 0001740140 | Aug 14, 2024 | 172 | $246.9M |
| Veery Capital, LLC | 0001844375 | Jul 18, 2024 | 96 | $246.9M |
| Mudrick Capital Management, L.P. | 0001655183 | Aug 14, 2024 | 6 | $246.8M |
| Wind River Trust Co | 0001657703 | Aug 6, 2024 | 9 | $246.6M |
| Sara-Bay Financial | 0001816444 | Jul 19, 2024 | 86 | $246.5M |
| Core Wealth Management, Inc. | 0001965150 | Jul 25, 2024 | 28 | $246.5M |
| Sterling Financial Planning, Inc. | 0001844278 | Jul 30, 2024 | 106 | $246.5M |
| Graybill Wealth Management, LTD. | 0001252007 | Jul 22, 2024 | 57 | $246.4M |
| Financial Life Advisors | 0001730813 | Aug 9, 2024 | 57 | $246.4M |
| Leeward Financial Partners, LLC | 0001735201 | Jul 30, 2024 | 84 | $246.3M |
| Malaga Cove Capital, LLC | 0001603001 | Aug 7, 2024 | 174 | $246.2M |
| Cassady Schiller Wealth Management, LLC | 0001904425 | Aug 12, 2024 | 468 | $246.2M |
| Cadent Capital Advisors, LLC | 0001803536 | Jul 11, 2024 | 136 | $246.1M |
| Sectoral Asset Management Inc. | 0001274413 | Aug 13, 2024 | 97 | $246.1M |
| Pinnacle Holdings, LLC | 0001411784 | Aug 13, 2024 | 232 | $246.0M |
| Joule Financial, LLC | 0001929070 | Oct 17, 2024 | 102 | $246.0M |
| Bear Mountain Capital, Inc. | 0002009419 | Jul 23, 2024 | 182 | $245.8M |
| Angelo Gordon & Co., L.P. | 0000860662 | Nov 14, 2024 | 30 | $245.7M |
| Carmichael Hill & Associates, Inc. | 0001730295 | Aug 2, 2024 | 677 | $245.7M |
| Taylor Hoffman Wealth Management | 0001727762 | Aug 9, 2024 | 111 | $245.5M |
| Excalibur Management Corp. | 0001009003 | Aug 9, 2024 | 163 | $245.2M |
| Rogco, LP | 0001998892 | Aug 14, 2024 | 240 | $245.1M |
| Transatlantique Private Wealth LLC | 0001935000 | Aug 13, 2024 | 200 | $245.1M |
| City State Bank | 0001910666 | Jul 9, 2024 | 730 | $244.9M |
| Adirondack Trust Co. | 0001054257 | Jul 9, 2024 | 492 | $244.9M |
| Selway Asset Management | 0001080523 | Aug 14, 2024 | 75 | $244.9M |
| Walled Lake Planning & Wealth Management, LLC | 0001812177 | Aug 12, 2024 | 124 | $244.9M |
| Baker Tilly Wealth Management, LLC | 0001840565 | Jul 18, 2024 | 279 | $244.5M |
| Silver Coast Investments LLC | 0002012033 | Aug 9, 2024 | 91 | $244.4M |
| Cumberland Advisors Inc. | 0001255435 | Jul 10, 2024 | 53 | $244.2M |
| MTM Investment Management, LLC | 0001831416 | Jul 25, 2024 | 265 | $244.0M |
| Somerset Trust Co | 0001597099 | Jul 9, 2024 | 149 | $243.9M |
| Silverlake Wealth Management LLC | 0001966026 | Aug 2, 2024 | 282 | $243.9M |
| Insight Folios Inc | 0001792942 | Jul 18, 2024 | 114 | $243.7M |
| Oldfather Financial Services, LLC | 0001775530 | Jul 24, 2024 | 72 | $243.7M |
| Texas Capital Bancshares Inc | 0001077428 | Aug 15, 2024 | 76 | $243.6M |
| Kelleher Financial Advisors | 0001507971 | Jul 29, 2024 | 108 | $243.6M |
| Vance Wealth, LLC | 0001910854 | Aug 2, 2024 | 90 | $243.5M |
| Sozo Ventures GP II, L.P. | 0001912294 | Aug 8, 2024 | 2 | $243.5M |
| Davis Investment Partners, LLC | 0001963865 | Jul 18, 2024 | 116 | $243.2M |
| Scarborough Advisors, LLC | 0001815355 | Aug 8, 2024 | 456 | $243.2M |
| Arohi Asset Management PTE Ltd. | 0002043756 | Nov 14, 2024 | 4 | $243.2M |
| JCIC Asset Management Inc. | 0001492040 | Jul 10, 2024 | 102 | $243.1M |
| Peloton Wealth Strategists | 0001080132 | Aug 15, 2024 | 92 | $243.1M |
| Argyle Capital Management, LLC | 0001321194 | Jul 29, 2024 | 122 | $243.0M |
| Performa Ltd (US), LLC | 0001650303 | Aug 12, 2024 | 54 | $243.0M |
| 11 Capital Partners LP | 0001801172 | Aug 13, 2024 | 14 | $242.9M |
| Geneva Partners, LLC | 0001712671 | Jul 22, 2024 | 65 | $242.8M |
| JW Asset Management, LLC | 0001549738 | Aug 8, 2024 | 13 | $242.7M |
| Adams Street Partners LLC | 0001193586 | Aug 14, 2024 | 9 | $242.7M |
| Incline Global Management LLC | 0001567195 | Aug 14, 2024 | 24 | $242.6M |
| Tyler-Stone Wealth Management | 0001912584 | Aug 14, 2024 | 922 | $242.6M |