| Obsidian Personal Planning Solutions LLC | 0001909128 | Aug 14, 2025 | 113 | $247.1M |
| Biltmore Wealth Management, LLC | 0001598102 | Jul 9, 2025 | 58 | $247.1M |
| KP Management LLC | 0002036769 | Aug 18, 2025 | 51 | $246.9M |
| Saturn V Capital Management LP | 0001964437 | Aug 13, 2025 | 24 | $246.8M |
| Zullo Investment Group, Inc. | 0001909760 | Jul 24, 2025 | 152 | $246.6M |
| Pacifica Partners Inc. | 0001799900 | Jul 14, 2025 | 523 | $246.4M |
| Intrepid Capital Management Inc. | 0001092838 | Aug 12, 2025 | 112 | $246.3M |
| Merk Investments LLC | 0001302842 | Aug 14, 2025 | 11 | $246.1M |
| Horrell Capital Management, Inc. | 0001385925 | Aug 8, 2025 | 185 | $246.0M |
| Searcy Financial Services Inc. | 0000354923 | Jul 9, 2025 | 25 | $246.0M |
| Hanover Advisors Inc. | 0000914973 | Aug 12, 2025 | 97 | $245.2M |
| Quadratic Capital Management LLC | 0001697722 | Jul 11, 2025 | 2 | $245.2M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 0002053628 | Jul 30, 2025 | 12 | $245.2M |
| Axis Capital Holdings Ltd. | 0001214816 | Jul 29, 2025 | 2 | $244.9M |
| Altman Advisors, Inc. | 0001731671 | Aug 7, 2025 | 96 | $244.8M |
| OMC Financial Services LTD | 0002026391 | Jul 30, 2025 | 65 | $244.7M |
| Lavaca Capital LLC | 0001641447 | Aug 28, 2025 | 256 | $244.7M |
| Highland Peak Capital, LLC | 0001961320 | Aug 12, 2025 | 10 | $244.6M |
| Eukles Asset Management | 0001632553 | Aug 6, 2025 | 237 | $244.5M |
| Shaker Investments LLC | 0001009005 | Jul 31, 2025 | 97 | $244.4M |
| Joseph P. Lucia & Associates, LLC | 0001775391 | Aug 4, 2025 | 151 | $244.4M |
| Hazlett, Burt & Watson, Inc. | 0000046392 | Jul 25, 2025 | 822 | $244.2M |
| Norris Financial Group, LLC | 0002129318 | May 20, 2026 | 82 | $244.1M |
| Tiemann Investment Advisors, LLC | 0001575151 | Aug 8, 2025 | 199 | $244.1M |
| Key Client Fiduciary Advisors, LLC | 0001912612 | Jul 9, 2025 | 204 | $244.1M |
| Daventry Group, LP | 0001823718 | Sep 3, 2025 | 7 | $244.1M |
| ShoreHaven Wealth Partners, LLC | 0001844922 | Jul 29, 2025 | 98 | $244.1M |
| Forza Wealth Management, LLC | 0001963030 | Jul 18, 2025 | 188 | $243.9M |
| Alexander Labrunerie & Co., Inc. | 0002024333 | Aug 1, 2025 | 113 | $243.9M |
| AXS Investments LLC | 0001801467 | Aug 11, 2025 | 145 | $243.8M |
| Tanglewood Legacy Advisors, LLC | 0001965616 | Aug 8, 2025 | 283 | $243.8M |
| Painted Porch Advisors LLC | 0002024585 | Jul 14, 2025 | 467 | $243.7M |
| Goodlander Investment Management, LLC | 0002018973 | Aug 14, 2025 | 11 | $243.6M |
| NCM Capital Management, LLC | 0001907054 | Aug 14, 2025 | 177 | $243.6M |
| Kessler Investment Group, LLC | 0001525947 | Jul 22, 2025 | 213 | $243.5M |
| Agate Pass Investment Management, LLC | 0001900409 | Jul 24, 2025 | 107 | $243.5M |
| 14B Captial Management LP | 0002009911 | Aug 14, 2025 | 11 | $243.4M |
| Dean Capital Management | 0001455468 | Aug 14, 2025 | 124 | $243.3M |
| H&F Corporate Investors VIII, Ltd. | 0001767563 | Aug 12, 2025 | 1 | $243.2M |
| BlueChip Wealth Advisors LLC | 0002015578 | Jul 30, 2025 | 168 | $243.1M |
| New Insight Wealth Advisors | 0002022328 | Jul 16, 2025 | 106 | $243.0M |
| 1776 Wealth LLC | 0001803140 | Aug 8, 2025 | 143 | $242.8M |
| Fluent Financial, LLC | 0001722283 | Jul 23, 2025 | 63 | $242.8M |
| Juniper Investment Company, LLC | 0001794034 | Aug 14, 2025 | 11 | $242.6M |
| Financial Connections Group, Inc. | 0001907157 | Jul 24, 2025 | 255 | $242.4M |
| TAGStone Capital, Inc. | 0001903044 | Aug 11, 2025 | 113 | $242.4M |
| Warner Financial, Inc. | 0001927175 | Jul 21, 2025 | 115 | $242.3M |
| RFP Financial Group LLC | 0001956564 | Aug 13, 2025 | 92 | $242.2M |
| Bawa N Mallick Trust | 0002040013 | Mar 12, 2026 | 67 | $242.1M |
| Yeomans Consulting Group, Inc. | 0002014739 | Jul 21, 2025 | 100 | $242.0M |
| Institutional Venture Management Xv, LLC | 0001640275 | Aug 14, 2025 | 4 | $242.0M |
| Spreng Capital Management, Inc. | 0001800913 | Jul 29, 2025 | 76 | $241.9M |
| AAFMAA Wealth Management & Trust LLC | 0001846160 | Jul 16, 2025 | 82 | $241.9M |
| Denver Wealth Management, Inc. | 0001909800 | Aug 13, 2025 | 87 | $241.7M |
| Stonehearth Capital Management, LLC | 0001550191 | Jul 1, 2025 | 93 | $241.5M |
| Turiya Advisors Asia Ltd | 0001554179 | Aug 12, 2025 | 4 | $241.4M |
| Houlihan Financial Resource Group, Ltd. | 0001802879 | Aug 14, 2025 | 107 | $241.2M |
| Wealthspan Partners, LLC | 0001909805 | Jul 28, 2025 | 119 | $240.9M |
| Acorn Creek Capital LLC | 0001994827 | Jul 25, 2025 | 75 | $240.9M |
| TL Private Wealth | 0001802868 | Jul 8, 2025 | 45 | $240.8M |
| Hanwha Asset Management Co., Ltd. | 0001965871 | Aug 18, 2025 | 1 | $240.6M |
| NINE MASTS CAPITAL Ltd | 0001569356 | Aug 13, 2025 | 57 | $240.5M |
| California First Leasing Corp. | 0000803016 | Aug 13, 2025 | 42 | $240.5M |
| J.H. Whitney Equity Partners VII, LLC | 0001567459 | Aug 4, 2025 | 1 | $240.2M |
| DC Investments Management, LLC | 0001565951 | Aug 14, 2025 | 104 | $239.9M |
| Nkcfo LLC | 0001757282 | Aug 13, 2025 | 90 | $239.5M |
| Stonebridge Financial Planning Group, LLC | 0001802494 | Aug 6, 2025 | 165 | $239.5M |
| Adaptive Financial Consulting, LLC | 0001804717 | Aug 11, 2025 | 21 | $239.5M |
| Meritech Capital Associates V L.L.C. | 0001613048 | Aug 14, 2025 | 2 | $239.4M |
| Ascension Capital Advisors, Inc. | 0001689227 | Aug 7, 2025 | 39 | $239.4M |
| Wealthedge Investment Advisors, LLC | 0002058455 | Aug 13, 2025 | 143 | $239.3M |
| Morgan Dempsey Capital Management LLC | 0001050463 | Jul 29, 2025 | 129 | $239.3M |
| Gunderson Capital Management LLC | 0001792397 | Jul 24, 2025 | 47 | $239.2M |
| Trueblood Wealth Management, LLC | 0002005380 | Jul 23, 2025 | 249 | $239.1M |
| Nokomis Capital, L.L.C. | 0001541055 | Aug 14, 2025 | 43 | $238.9M |
| Lightspeed Management Company, L.L.C. | 0001702122 | Aug 14, 2025 | 6 | $238.8M |
| Phoenix Wealth Advisors | 0001842362 | Aug 8, 2025 | 125 | $238.8M |
| Evergreen Private Wealth LLC | 0002010098 | Jul 16, 2025 | 289 | $238.7M |
| Unique Wealth Strategies, LLC | 0002009809 | Jul 14, 2026 | 195 | $238.6M |
| Centennial Bank | 0001994744 | Nov 7, 2025 | 343 | $238.5M |
| Robinson Capital Management, LLC | 0001599795 | Aug 14, 2025 | 113 | $238.5M |
| Raleigh Capital Management Inc. | 0001911726 | Jul 17, 2025 | 638 | $238.5M |
| Mullooly Asset Management, Inc. | 0001950591 | Jul 23, 2025 | 47 | $238.2M |
| Valor Management LLC | 0001846237 | Aug 14, 2025 | 4 | $238.1M |
| Intrepid Financial Planning Group LLC | 0001641296 | Aug 11, 2025 | 123 | $237.9M |
| CPA Asset Management Group, LLC | 0001963967 | Jul 3, 2025 | 83 | $237.9M |
| Aspen Investment Management Inc | 0001541596 | Aug 11, 2025 | 147 | $237.8M |
| Cumberland Advisors Inc. | 0001255435 | Aug 7, 2025 | 49 | $237.7M |
| WorthPointe, LLC | 0001921448 | Aug 5, 2025 | 95 | $237.7M |
| Palogic Value Management, L.P. | 0001532943 | Aug 5, 2025 | 152 | $237.7M |
| RWQ Financial Management Services, Inc. | 0001846544 | Jul 29, 2025 | 22 | $237.7M |
| Valence8 US LP | 0001943819 | Aug 7, 2025 | 12 | $237.6M |
| Dow Chemical Co. | 0000029915 | Aug 13, 2025 | 4 | $237.6M |
| Flynn Zito Capital Management, LLC | 0001857144 | Aug 5, 2025 | 128 | $237.5M |
| Mediatel Partners | 0001133939 | Aug 7, 2025 | 3 | $237.5M |
| PCA Investment Advisory Services Inc. | 0001977044 | Aug 1, 2025 | 50 | $237.3M |
| S Squared Technology, LLC | 0001322924 | Aug 7, 2025 | 35 | $237.3M |
| Freedom Financial Partners LLC | 0002054598 | Aug 14, 2025 | 75 | $237.2M |
| eCIO, Inc. | 0001830823 | Aug 8, 2025 | 71 | $237.2M |
| Consilium Wealth Advisory, LLC | 0001904906 | Jul 21, 2025 | 95 | $237.1M |