| Beacon Wealthcare LLC | 0001849336 | Oct 8, 2024 | 27 | $247.8M |
| Weik Capital Management | 0001278793 | Nov 13, 2024 | 93 | $247.7M |
| Texas Capital Bancshares Inc | 0001077428 | Nov 14, 2024 | 74 | $247.6M |
| GFG Capital, LLC | 0001638520 | Oct 21, 2024 | 96 | $247.6M |
| Vigilare Wealth Management | 0001730889 | Oct 29, 2024 | 90 | $247.4M |
| Unio Capital LLC | 0001730565 | Nov 14, 2024 | 35 | $247.3M |
| Bluefin Capital Management, LLC | 0001144208 | Nov 14, 2024 | 81 | $247.2M |
| Neumann Advisory Hong Kong Ltd | 0001727862 | Oct 8, 2024 | 12 | $247.1M |
| Brown University | 0001664741 | Nov 8, 2024 | 10 | $247.1M |
| Pabrai Investments (Dalal Street) | 0001549575 | Nov 13, 2024 | 5 | $246.9M |
| Stelac Advisory Services LLC | 0001519676 | Nov 5, 2024 | 106 | $246.8M |
| Tekne Capital Management, LLC | 0001558971 | Nov 13, 2024 | 5 | $246.7M |
| Cape Investment Advisory, Inc. | 0001944437 | Nov 14, 2024 | 957 | $246.7M |
| Core Wealth Management, Inc. | 0001965150 | Oct 31, 2024 | 28 | $246.5M |
| Innealta Capital, LLC | 0001752579 | Oct 29, 2024 | 155 | $246.4M |
| ODonnell Financial Services, LLC | 0001730962 | Oct 22, 2024 | 43 | $246.1M |
| Highview Capital Management LLC | 0001903786 | Oct 25, 2024 | 112 | $246.1M |
| BKM Wealth Management, LLC | 0002007263 | Oct 23, 2024 | 160 | $245.9M |
| Fortem Financial Group, LLC | 0001766509 | Nov 18, 2024 | 174 | $245.9M |
| Eaton Financial Holdings Company, LLC | 0001972322 | Nov 22, 2024 | 62 | $245.8M |
| Planned Solutions, Inc. | 0001831332 | Oct 9, 2024 | 661 | $245.7M |
| NWK Group, Inc. | 0001803054 | Nov 13, 2024 | 70 | $245.7M |
| Private Wealth Advisors, LLC | 0001787027 | Nov 5, 2024 | 76 | $245.6M |
| Adaptive Financial Consulting, LLC | 0001804717 | Nov 7, 2024 | 19 | $245.5M |
| Thomas Story & Son LLC | 0001505207 | Nov 1, 2024 | 52 | $245.2M |
| Sandy Cove Advisors, LLC | 0001908217 | Oct 17, 2024 | 124 | $245.2M |
| Next Capital Management LLC | 0001752762 | Nov 7, 2024 | 136 | $245.1M |
| Murchinson Ltd. | 0001838556 | Nov 14, 2024 | 63 | $245.1M |
| Lincoln Capital Corp. | 0000872359 | Oct 23, 2024 | 83 | $244.9M |
| Barbara Oil Co. | 0001599670 | Nov 14, 2024 | 75 | $244.8M |
| Capital Management Associates, Inc | 0002008851 | Oct 23, 2024 | 107 | $244.8M |
| Selkirk Management LLC | 0001565432 | Nov 14, 2024 | 17 | $244.7M |
| Westshore Wealth, LLC | 0001806366 | Nov 13, 2024 | 96 | $244.7M |
| Cherrydale Wealth Management, LLC | 0001907327 | Oct 11, 2024 | 69 | $244.6M |
| GP Brinson Investments LLC | 0001860928 | Oct 4, 2024 | 16 | $244.5M |
| American Trust Investment Advisors, LLC | 0001291424 | Nov 14, 2024 | 109 | $244.4M |
| Next Level Private LLC | 0001910366 | Oct 10, 2024 | 143 | $244.1M |
| All-Stars Investment Ltd | 0001633603 | Nov 5, 2024 | 3 | $244.1M |
| FSB Premier Wealth Management, Inc. | 0000887748 | Nov 14, 2024 | 204 | $244.0M |
| Hengistbury Investment Partners LLP | 0001574717 | Nov 14, 2024 | 5 | $244.0M |
| Beddow Capital Management Inc. | 0001278641 | Nov 7, 2024 | 59 | $244.0M |
| JCIC Asset Management Inc. | 0001492040 | Oct 22, 2024 | 101 | $243.9M |
| Essential Planning, LLC. | 0001949824 | Nov 7, 2024 | 83 | $243.8M |
| Tidemark, LLC | 0002009591 | Nov 7, 2024 | 621 | $243.8M |
| True Wind Capital Management, L.P. | 0001824827 | Nov 13, 2024 | 2 | $243.7M |
| Dagco, Inc. | 0001767343 | Nov 14, 2024 | 219 | $243.6M |
| Bare Financial Services, Inc | 0002009426 | Nov 13, 2024 | 151 | $243.5M |
| Biltmore Wealth Management, LLC | 0001598102 | Oct 4, 2024 | 55 | $243.4M |
| Fosse Capital Partners LLP | 0001789908 | Nov 12, 2024 | 3 | $243.4M |
| DORVAL Corp | 0001999144 | Oct 23, 2024 | 29 | $243.4M |
| Beaconlight Capital, LLC | 0001569537 | Nov 13, 2024 | 27 | $243.0M |
| Gunma Bank,Ltd. | 0001549449 | Nov 7, 2024 | 32 | $242.9M |
| Brown Financial Advisors | 0002035548 | Nov 18, 2024 | 125 | $242.9M |
| Skyline Advisors, Inc. | 0001843832 | Oct 8, 2024 | 92 | $242.9M |
| Whelan Financial | 0001894921 | Oct 28, 2024 | 43 | $242.8M |
| HGC Investment Management Inc. | 0001711200 | Nov 14, 2024 | 105 | $242.8M |
| Proathlete Wealth Management LLC | 0002012065 | Oct 18, 2024 | 59 | $242.7M |
| Blue Investment Partners LLC | 0001958029 | Nov 13, 2024 | 49 | $242.6M |
| Elmwood Wealth Management, Inc. | 0001731927 | Oct 11, 2024 | 126 | $242.5M |
| Goepper Burkhardt LLC | 0001844142 | Nov 12, 2024 | 82 | $242.5M |
| Consilio Wealth Advisors, LLC | 0001908944 | Oct 7, 2024 | 73 | $242.5M |
| Mirabaud Asset Management Ltd | 0001680493 | Nov 13, 2024 | 46 | $242.4M |
| Kathleen S. Wright Associates Inc. | 0001908433 | Oct 11, 2024 | 295 | $242.3M |
| Pacifica Partners Inc. | 0001799900 | Oct 7, 2024 | 503 | $242.2M |
| Swmg, LLC | 0001839255 | Nov 14, 2024 | 118 | $242.1M |
| Christopher J. Hasenberg, Inc | 0001989869 | Oct 9, 2024 | 174 | $242.1M |
| Bank Ozk | 0001569650 | Nov 14, 2024 | 149 | $242.1M |
| Alta Fundamental Advisers LLC | 0001641604 | Nov 14, 2024 | 22 | $242.1M |
| Mindset Wealth Management, LLC | 0002044232 | Nov 13, 2024 | 128 | $242.0M |
| Burkett Financial Services, LLC | 0001762716 | Oct 8, 2024 | 217 | $242.0M |
| Houlihan Financial Resource Group, Ltd. | 0001802879 | Nov 1, 2024 | 107 | $241.8M |
| Long Walk Management LP | 0001869470 | Nov 1, 2024 | 10 | $241.7M |
| Palo Alto Wealth Advisors, LLC | 0001964382 | Nov 6, 2024 | 50 | $241.6M |
| Warren Street Wealth Advisors, LLC | 0001703496 | Oct 18, 2024 | 107 | $241.5M |
| Armor Investment Advisors, LLC | 0001694079 | Oct 30, 2024 | 156 | $241.4M |
| Topel & Distasi Wealth Management, LLC | 0001880087 | Nov 12, 2024 | 78 | $241.2M |
| Tiller Private Wealth, Inc. | 0001663649 | Nov 7, 2024 | 56 | $241.2M |
| Monte Financial Group, LLC | 0001755651 | Oct 22, 2024 | 83 | $241.2M |
| Luminvest Wealth Management LLC | 0002036517 | Oct 30, 2024 | 34 | $241.1M |
| Aristides Capital LLC | 0001595521 | Nov 14, 2024 | 228 | $241.0M |
| Zullo Investment Group, Inc. | 0001909760 | Oct 15, 2024 | 150 | $240.9M |
| Selective Wealth Management, Inc. | 0001755670 | Oct 9, 2024 | 106 | $240.8M |
| Lountzis Asset Management, LLC | 0001821168 | Nov 4, 2024 | 49 | $240.6M |
| Murphy Pohlad Asset Management LLC | 0001569148 | Oct 28, 2024 | 119 | $240.5M |
| GPM Growth Investors, Inc. | 0001799367 | Nov 8, 2024 | 45 | $240.4M |
| Cambridge Financial Group, LLC | 0002085256 | Sep 9, 2025 | 130 | $240.3M |
| ICW Investment Advisors LLC | 0001794820 | Nov 12, 2024 | 139 | $240.3M |
| Investment Partners, LTD. | 0001050068 | Nov 4, 2024 | 147 | $240.1M |
| Shaker Investments LLC | 0001009005 | Oct 10, 2024 | 90 | $240.0M |
| Voisard Asset Management Group, Inc. | 0002011215 | Oct 25, 2024 | 715 | $240.0M |
| Eagle Capital Management, LLC | 0001600746 | Oct 18, 2024 | 39 | $240.0M |
| Gitterman Wealth Management, LLC | 0001861558 | Nov 13, 2024 | 127 | $239.9M |
| 11 Capital Partners LP | 0001801172 | Nov 14, 2024 | 15 | $239.9M |
| Ameliora Wealth Management Ltd. | 0001910168 | Oct 11, 2024 | 163 | $239.9M |
| Lokken Investment Group LLC | 0001842840 | Nov 12, 2024 | 157 | $239.8M |
| Wealth Advisors of Tampa Bay, LLC | 0001715228 | Nov 4, 2024 | 88 | $239.6M |
| Juniper Investment Company, LLC | 0001794034 | Nov 14, 2024 | 12 | $239.5M |
| Breakwater Investment Management | 0002025925 | Jan 16, 2025 | 310 | $239.5M |
| Schulhoff & Co. Inc. | 0001080197 | Nov 6, 2024 | 128 | $239.5M |
| Kensington Investment Counsel, LLC | 0001845536 | Nov 15, 2024 | 112 | $239.4M |