| Hudson Value Partners, LLC | 0001840501 | Oct 31, 2024 | 97 | $257.4M |
| Brown Miller Wealth Management, LLC | 0001840084 | Feb 11, 2025 | 127 | $257.3M |
| Royal Harbor Partners, LLC | 0001801876 | Oct 29, 2024 | 46 | $257.3M |
| Orion Investment Co | 0002033920 | Nov 13, 2024 | 66 | $257.2M |
| Palumbo Wealth Management LLC | 0001846310 | Oct 28, 2024 | 160 | $257.2M |
| Compass Advisory Group LLC | 0001720292 | Oct 23, 2024 | 71 | $257.1M |
| Concentrum Wealth Management | 0001765387 | Nov 13, 2024 | 73 | $257.0M |
| MTM Investment Management, LLC | 0001831416 | Nov 8, 2024 | 270 | $256.9M |
| Global Financial Private Client, LLC | 0002023568 | Oct 7, 2024 | 807 | $256.5M |
| Centennial Wealth Advisory LLC | 0001839421 | Oct 30, 2024 | 149 | $256.5M |
| Segra Capital Management, LLC | 0001607512 | Nov 15, 2024 | 8 | $256.4M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0001894543 | Nov 14, 2024 | 56 | $256.3M |
| United Community Bank | 0002000314 | Oct 30, 2024 | 361 | $256.2M |
| Pinnacle Holdings, LLC | 0001411784 | Nov 12, 2024 | 237 | $256.1M |
| True Wealth Design, LLC | 0001966033 | Nov 14, 2024 | 1,274 | $256.1M |
| Red Lighthouse Investment Management, LLC | 0001962166 | Nov 1, 2024 | 105 | $255.9M |
| Bell & Brown Wealth Advisors, LLC | 0001725362 | Nov 14, 2024 | 71 | $255.8M |
| Selway Asset Management | 0001080523 | Oct 11, 2024 | 74 | $255.8M |
| Enzi Wealth | 0001887441 | Oct 15, 2024 | 71 | $255.7M |
| Summit Rock Advisors, LP | 0001540951 | Oct 30, 2024 | 6 | $255.7M |
| Arlington Partners LLC | 0001389848 | Oct 21, 2024 | 58 | $255.6M |
| MKA Charitable Fund | 0002010351 | Nov 7, 2024 | 1 | $255.6M |
| Retirement Capital Strategies | 0001672681 | Nov 12, 2024 | 65 | $255.5M |
| Brand Asset Management Group, Inc. | 0001748766 | Oct 17, 2024 | 89 | $255.5M |
| Hixon Zuercher, LLC | 0001806752 | Oct 30, 2024 | 76 | $255.3M |
| Pinnacle Financial Group, LLC / IL | 0001905962 | Nov 12, 2024 | 80 | $255.2M |
| Rogco, LP | 0001998892 | Oct 23, 2024 | 240 | $255.1M |
| SMART Wealth LLC | 0002044723 | Dec 16, 2024 | 140 | $255.1M |
| Westwood Wealth Management | 0001861125 | Nov 12, 2024 | 39 | $255.1M |
| Praetorian PR LLC | 0001949877 | Nov 14, 2024 | 13 | $255.1M |
| Letson Investment Management, Inc. | 0002078069 | Aug 14, 2025 | 91 | $254.6M |
| Cypress Point Wealth Management, LLC | 0001825611 | Nov 1, 2024 | 75 | $254.6M |
| LaSalle St. Investment Advisors, LLC | 0001966193 | Nov 14, 2024 | 208 | $254.5M |
| Your Advocates Ltd., LLP | 0001774437 | Oct 25, 2024 | 232 | $254.5M |
| Forager Capital Management, LLC | 0001802986 | Nov 18, 2024 | 13 | $254.3M |
| Allred Capital Management, LLC | 0001765885 | Nov 13, 2024 | 162 | $254.2M |
| David Kennon Inc | 0001954126 | Oct 22, 2024 | 34 | $254.0M |
| Honeycomb Asset Management LP | 0001675688 | Nov 14, 2024 | 20 | $253.7M |
| Sweeney & Michel, LLC | 0001979556 | Oct 21, 2024 | 121 | $253.7M |
| Main Street Group, LTD | 0001965796 | Nov 13, 2024 | 810 | $253.7M |
| Mezzasalma Advisors, LLC | 0001864916 | Oct 16, 2024 | 86 | $253.6M |
| Veltria Advisors Corp. | 0001941369 | Oct 30, 2024 | 208 | $253.5M |
| Investment Management Associates Inc. | 0000052024 | Nov 5, 2024 | 33 | $253.5M |
| Eclectic Associates Inc. | 0000743482 | Oct 4, 2024 | 101 | $253.5M |
| Capital Today Evergreen Fund, L.P. | 0001625502 | Nov 12, 2024 | 3 | $253.4M |
| Gray Wealth Management Inc. | 0001958397 | Oct 23, 2024 | 141 | $253.3M |
| Bear Mountain Capital, Inc. | 0002009419 | Oct 29, 2024 | 175 | $253.3M |
| My Legacy Advisors, LLC | 0001767802 | Oct 21, 2024 | 195 | $253.3M |
| Private Wealth Management Group, LLC | 0002011342 | Oct 29, 2024 | 1,498 | $253.2M |
| Benson Investment Management Company, Inc. | 0001694896 | Oct 11, 2024 | 49 | $253.0M |
| J.H. Whitney Equity Partners VII, LLC | 0001567459 | Nov 4, 2024 | 1 | $253.0M |
| Carnegie Lake Advisors LLC | 0002043591 | Nov 4, 2024 | 157 | $252.7M |
| DHJJ Financial Advisors, Ltd. | 0001844716 | Oct 22, 2024 | 880 | $252.7M |
| Sachetta, LLC | 0002010574 | Nov 8, 2024 | 1,215 | $252.7M |
| Campbell Capital Management Inc. | 0000826794 | Oct 29, 2024 | 46 | $252.3M |
| Fortitude Family Office, LLC | 0001950506 | Oct 25, 2024 | 1,208 | $252.3M |
| Santori & Peters, Inc. | 0001730959 | Oct 23, 2024 | 65 | $252.1M |
| Stonebridge Capital Management Inc. | 0000051812 | Oct 7, 2024 | 83 | $251.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 0001903859 | Oct 11, 2024 | 82 | $251.9M |
| Kent Lake PR LLC | 0002037231 | Nov 14, 2024 | 49 | $251.8M |
| First Washington CORP | 0001390043 | Nov 13, 2024 | 56 | $251.7M |
| Client 1ST Advisory Group, LLC | 0001802816 | Feb 10, 2025 | 124 | $251.7M |
| Intel Corp | 0000050863 | Nov 12, 2024 | 3 | $251.7M |
| Cumberland Advisors Inc. | 0001255435 | Oct 16, 2024 | 48 | $251.7M |
| Peloton Wealth Strategists | 0001080132 | Nov 15, 2024 | 93 | $251.6M |
| Stonehearth Capital Management, LLC | 0001550191 | Oct 2, 2024 | 77 | $251.6M |
| Fi3 FINANCIAL ADVISORS, LLC | 0001862427 | Nov 12, 2024 | 113 | $251.5M |
| Daventry Group, LP | 0001823718 | Nov 14, 2024 | 10 | $251.5M |
| Capital Advisory Group Advisory Services, LLC | 0001803229 | Oct 15, 2024 | 152 | $251.4M |
| Machina Capital S.A.S. | 0001744373 | Nov 7, 2024 | 273 | $251.3M |
| Argyle Capital Management, LLC | 0001321194 | Oct 25, 2024 | 124 | $251.2M |
| Long Road Investment Counsel, LLC | 0001620081 | Nov 6, 2024 | 71 | $251.2M |
| Milestones Administradora de Recursos Ltda. | 0001912095 | Oct 25, 2024 | 29 | $251.0M |
| Mithaq Capital SPC | 0001834600 | Nov 5, 2024 | 4 | $250.8M |
| Palogic Value Management, L.P. | 0001532943 | Mar 12, 2025 | 165 | $250.7M |
| Watershed Private Wealth LLC | 0001965271 | Oct 15, 2024 | 113 | $250.7M |
| Sculati Wealth Management, LLC | 0001803397 | Feb 26, 2025 | 110 | $250.7M |
| Kenora Financial, LLC | 0001990080 | Oct 29, 2024 | 154 | $250.7M |
| Moseley Investment Management Inc. | 0000906396 | Oct 16, 2024 | 153 | $250.6M |
| Roth Financial Partners LLC | 0001840888 | Jan 14, 2025 | 31 | $250.5M |
| Castle Wealth Management LLC | 0001936420 | Oct 31, 2024 | 121 | $250.4M |
| Stableford Capital II LLC | 0001842089 | Oct 15, 2024 | 131 | $250.4M |
| Libra Wealth LLC | 0001925385 | Oct 23, 2024 | 57 | $250.3M |
| FSA Wealth Management LLC | 0001804256 | Nov 14, 2024 | 561 | $250.3M |
| Prosperity Wealth Management, Inc. | 0001991463 | Nov 14, 2024 | 189 | $249.9M |
| Dupree Financial Group, LLC | 0001989251 | Oct 22, 2024 | 72 | $249.8M |
| Legion Partners Asset Management, LLC | 0001560207 | Nov 14, 2024 | 11 | $249.5M |
| Wealth Management Resources, Inc. | 0001063516 | Oct 31, 2024 | 31 | $249.5M |
| Kaye Capital Management | 0001111797 | Oct 21, 2024 | 39 | $249.5M |
| CGC Financial Services, LLC | 0001992785 | Oct 15, 2024 | 349 | $249.4M |
| Newton One Investments LLC | 0001842787 | Oct 17, 2024 | 41 | $249.4M |
| Signature Wealth Management Group | 0001736666 | Oct 15, 2024 | 104 | $249.4M |
| Eukles Asset Management | 0001632553 | Oct 29, 2024 | 240 | $249.1M |
| EWG Elevate Inc. | 0001765278 | Oct 7, 2024 | 113 | $249.0M |
| Malaga Cove Capital, LLC | 0001603001 | Oct 31, 2024 | 179 | $248.6M |
| Slocum, Gordon & Co LLP | 0001993325 | Nov 4, 2024 | 135 | $248.6M |
| Eley Financial Management, Inc | 0001965267 | Nov 12, 2024 | 67 | $248.5M |
| TSA Wealth Managment LLC | 0001963669 | Nov 6, 2024 | 62 | $248.2M |
| Sand Grove Capital Management LLP | 0001665077 | Nov 14, 2024 | 14 | $248.2M |
| Addison Capital Co | 0001581465 | Oct 17, 2024 | 140 | $247.9M |