| Autumn Glory Partners, LLC | 0001911621 | May 4, 2026 | 204 | $272.3M |
| Wealthedge Investment Advisors, LLC | 0002058455 | May 8, 2026 | 141 | $272.2M |
| Sims Investment Management, LLC | 0002053807 | Apr 21, 2026 | 35 | $272.1M |
| Bourne Lent Asset Management Inc. | 0001128286 | Apr 17, 2026 | 63 | $272.0M |
| SWAN Capital LLC | 0001952722 | May 14, 2026 | 554 | $272.0M |
| Seldon Capital LP | 0001867731 | May 15, 2026 | 65 | $272.0M |
| Franchise GP Ltd | 0002083646 | Apr 16, 2026 | 36 | $271.9M |
| RJA Asset Management LLC | 0001671817 | Apr 15, 2026 | 4 | $271.8M |
| Bryant Woods Investment Advisors, LLC | 0001910641 | Apr 28, 2026 | 58 | $271.8M |
| Lincoln Capital Corp. | 0000872359 | Apr 16, 2026 | 99 | $271.7M |
| TritonPoint Partners, LLC | 0002111167 | Apr 28, 2026 | 200 | $271.7M |
| Siemens AG | 0000940418 | Aug 14, 2026 | 1 | $271.6M |
| Vertrix Wealth Management, LLC | 0002118328 | Apr 24, 2026 | 95 | $271.5M |
| Cornerstone National Bank & Trust Co | 0002104293 | Apr 14, 2026 | 209 | $271.4M |
| Sonata Capital Group Inc. | 0001172036 | Apr 30, 2026 | 123 | $271.1M |
| Foresite Capital Management V, LLC | 0001792206 | May 15, 2026 | 9 | $271.0M |
| Mullooly Asset Management, Inc. | 0001950591 | May 7, 2026 | 51 | $271.0M |
| Sculati Wealth Management, LLC | 0001803397 | Apr 9, 2026 | 116 | $270.9M |
| Mount Lucas Management LP | 0001185072 | May 5, 2026 | 165 | $270.8M |
| Prosperity Financial Group, Inc. | 0001991334 | May 13, 2026 | 186 | $270.8M |
| Moerus Capital Management LLC | 0001742647 | May 14, 2026 | 15 | $270.8M |
| Ravenswood Partners LP | 0002015178 | May 12, 2026 | 35 | $270.7M |
| Punch Card Management L.P. | 0001631664 | May 15, 2026 | 5 | $270.6M |
| Axis Capital Holdings Ltd. | 0001214816 | Apr 29, 2026 | 3 | $270.4M |
| Register Financial Advisors LLC | 0001962636 | Apr 15, 2026 | 386 | $270.4M |
| First Dallas Securities Inc. | 0001378559 | Apr 27, 2026 | 118 | $270.3M |
| Hendley & Co. Inc. | 0001084207 | Apr 17, 2026 | 45 | $270.3M |
| Inlight Wealth Management, LLC | 0001731795 | May 4, 2026 | 50 | $270.1M |
| American Financial Group Inc. | 0001042046 | May 13, 2026 | 71 | $269.7M |
| Searcy Financial Services Inc. | 0000354923 | Apr 14, 2026 | 27 | $269.6M |
| Asset Allocation & Management Company, LLC | 0001498383 | Apr 15, 2026 | 94 | $269.6M |
| AJ Advisors, LLC | 0001951167 | Apr 23, 2026 | 33 | $269.5M |
| Triton Wealth Management, PLLC | 0001791126 | May 1, 2026 | 124 | $269.5M |
| Ratan Capital Management LP | 0001566887 | May 14, 2026 | 35 | $269.4M |
| MTCO Ltd. | 0002095669 | Apr 20, 2026 | 2 | $269.3M |
| Union Heritage Capital, LLC | 0001862428 | May 20, 2026 | 62 | $269.2M |
| Summit Investment Advisory Services, LLC | 0001914395 | Apr 23, 2026 | 81 | $269.2M |
| Stableford Capital II LLC | 0001842089 | Apr 6, 2026 | 144 | $269.2M |
| Harbor Island Capital LLC | 0001730580 | May 12, 2026 | 16 | $269.2M |
| Martin Capital Partners, LLC | 0001731216 | Apr 7, 2026 | 68 | $269.1M |
| Holistic Financial Partners | 0001729304 | May 5, 2026 | 146 | $269.0M |
| Wittenberg Investment Management, Inc. | 0001697790 | May 14, 2026 | 74 | $269.0M |
| Spectrum Wealth Advisory Group, LLC | 0001776821 | May 6, 2026 | 58 | $268.9M |
| Breakwater Investment Management | 0002025925 | May 15, 2026 | 506 | $268.9M |
| Untitled Investments LP | 0001808696 | May 15, 2026 | 16 | $268.6M |
| National Wealth Management Group, LLC | 0001977723 | May 11, 2026 | 215 | $268.5M |
| Power Wealth Management LLC | 0002001039 | May 14, 2026 | 94 | $268.5M |
| Prosperitas Financial LLC | 0002001016 | May 15, 2026 | 93 | $268.4M |
| Nvest Financial, LLC | 0001915315 | Apr 28, 2026 | 139 | $268.4M |
| Aip, LLC | 0001714498 | May 14, 2026 | 3 | $268.3M |
| BCU Wealth Advisors, LLC | 0002003570 | Apr 21, 2026 | 60 | $268.2M |
| VARCOV Co. | 0002078837 | May 15, 2026 | 363 | $268.2M |
| Worth Asset Management, LLC | 0001927285 | Apr 17, 2026 | 182 | $268.2M |
| Colorado Capital Management, Inc. | 0001664147 | Apr 14, 2026 | 105 | $268.2M |
| Applied Capital LLC | 0001862965 | Apr 22, 2026 | 50 | $267.9M |
| S&T Bank | 0001010911 | May 13, 2026 | 411 | $267.9M |
| Empower Annuity Insurance Co | 0001444597 | May 11, 2026 | 1 | $267.8M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 0002053628 | Apr 29, 2026 | 10 | $267.8M |
| ShawSpring Partners LLC | 0001766908 | May 14, 2026 | 12 | $267.6M |
| TCFG Wealth Management, LLC | 0001548059 | Apr 24, 2026 | 274 | $267.5M |
| TCFG Investment Advisors, LLC | 0002121836 | May 6, 2026 | 274 | $267.5M |
| Alexander Labrunerie & Co., Inc. | 0002024333 | May 18, 2026 | 122 | $267.5M |
| Packer & Co Ltd | 0001664017 | May 13, 2026 | 10 | $267.4M |
| Emory University | 0001377635 | May 14, 2026 | 7 | $267.4M |
| Cambridge Financial Group, Inc. | 0001334199 | May 14, 2026 | 33 | $267.4M |
| Indigo Partners LLC | 0001846122 | May 15, 2026 | 2 | $267.2M |
| TRV GP Iv, LLC | 0001688325 | May 7, 2026 | 2 | $266.9M |
| Orland Properties Ltd | 0001550093 | May 6, 2026 | 10 | $266.8M |
| Weinberger Asset Management, Inc | 0002051705 | May 8, 2026 | 92 | $266.7M |
| GKV Capital Management Co., Inc. | 0002052321 | May 21, 2026 | 88 | $266.6M |
| SGL Investment Advisors, Inc. | 0002043186 | May 12, 2026 | 126 | $266.5M |
| S.A. Mason LLC | 0001800911 | Apr 27, 2026 | 266 | $266.4M |
| Dynamo Internacional Gestao DE Recursos Ltda. | 0001546790 | May 15, 2026 | 3 | $266.3M |
| Roehl & Yi Investment Advisors, LLC | 0002097566 | May 14, 2026 | 180 | $266.3M |
| Texas Bank & Trust Co | 0002056556 | Apr 30, 2026 | 176 | $266.2M |
| Strategic Equity Management | 0001843578 | Apr 21, 2026 | 70 | $266.0M |
| Lecap Asset Management Ltd. | 0001990849 | Apr 30, 2026 | 267 | $265.9M |
| Whetstone Capital Advisors, LLC | 0001607278 | May 15, 2026 | 54 | $265.8M |
| Aerodigm Wealth, LLC | 0001927705 | Apr 21, 2026 | 86 | $265.7M |
| Tencap Wealth Coaching, LLC | 0002107751 | Apr 17, 2026 | 7 | $265.7M |
| Kondo Wealth Advisors, Inc. | 0002070929 | May 11, 2026 | 69 | $265.6M |
| Ulysses Management LLC | 0001510912 | May 15, 2026 | 28 | $265.5M |
| Weitzel Financial Services, Inc. | 0001846789 | Apr 29, 2026 | 50 | $265.4M |
| Wills Financial Group LLC | 0002059579 | May 14, 2026 | 75 | $265.3M |
| Buckhead Capital Management LLC | 0001133999 | May 8, 2026 | 144 | $265.3M |
| DCF Advisers, LLC | 0001802493 | May 11, 2026 | 72 | $265.3M |
| Wind River Trust Co | 0001657703 | May 14, 2026 | 11 | $265.2M |
| Landmark Wealth Management, Inc. | 0001985016 | Apr 22, 2026 | 42 | $265.1M |
| Tranquility Partners, LLC | 0001783773 | Apr 20, 2026 | 226 | $265.1M |
| Veridan Wealth LLC | 0002052405 | May 15, 2026 | 79 | $265.1M |
| Beacon Investment Advisors LLC | 0001961635 | May 14, 2026 | 171 | $264.9M |
| NYL Investors LLC | 0001606720 | May 7, 2026 | 31 | $264.7M |
| Retirement Capital Strategies | 0001672681 | May 15, 2026 | 62 | $264.6M |
| FWG Holdings, LLC | 0001862067 | Apr 13, 2026 | 125 | $264.6M |
| IMZ Advisory Inc | 0002017735 | Apr 8, 2026 | 39 | $264.4M |
| FIDELIS iM, LLC | 0001894206 | Apr 29, 2026 | 25 | $264.2M |
| Saiph Capital, LLC | 0002052658 | May 12, 2026 | 76 | $264.2M |
| S Squared Technology, LLC | 0001322924 | May 15, 2026 | 35 | $264.2M |
| Brown Financial Advisors | 0002035548 | May 15, 2026 | 209 | $264.0M |
| Silphium Asset Management Ltd | 0001758440 | May 5, 2026 | 48 | $264.0M |