| Mitsubishi UFJ Asset Management (UK) Ltd. | 0001694895 | Jan 17, 2025 | 111 | $226.4M |
| Reliant Investment Management, LLC | 0001517429 | Jan 16, 2025 | 61 | $226.3M |
| Data Collective IV GP, LLC | 0001664974 | Feb 14, 2025 | 6 | $226.3M |
| Alexander Labrunerie & Co., Inc. | 0002024333 | Jan 27, 2025 | 103 | $226.3M |
| Calton & Associates, Inc. | 0000822648 | Jan 23, 2025 | 193 | $226.3M |
| Cura Wealth Advisors, LLC | 0002056729 | Feb 14, 2025 | 96 | $226.1M |
| Etesian Wealth Advisors, Inc. | 0001997586 | Jan 27, 2025 | 141 | $226.1M |
| Beta Wealth Group, Inc. | 0001594417 | Jan 31, 2025 | 108 | $226.1M |
| Codex Capital Asset Management L.L.C. | 0002030542 | Feb 11, 2025 | 35 | $226.1M |
| Altus Wealth Group LLC | 0001842572 | Feb 10, 2025 | 143 | $226.1M |
| Fluent Financial, LLC | 0001722283 | Mar 3, 2025 | 62 | $226.0M |
| Hazlett, Burt & Watson, Inc. | 0000046392 | Feb 12, 2025 | 767 | $225.9M |
| Smith Shellnut Wilson LLC | 0000944317 | Mar 4, 2025 | 146 | $225.9M |
| Conway Capital Management, Inc. | 0002044929 | Jan 21, 2025 | 48 | $225.9M |
| Gullane Capital, LLC | 0002068251 | Sep 2, 2025 | 3 | $225.9M |
| Landmark Wealth Management, LLC | 0001728778 | Jan 22, 2025 | 75 | $225.6M |
| Red Spruce Capital, LLC | 0001795356 | Jan 17, 2025 | 89 | $225.3M |
| Lind Value II ApS | 0001891185 | Jan 14, 2025 | 7 | $225.3M |
| ONE Advisory Partners, LLC | 0001819695 | Jan 21, 2025 | 45 | $225.3M |
| IvyRock Asset Management (HK) Ltd | 0001809525 | Feb 12, 2025 | 22 | $225.1M |
| Potentia Wealth | 0002052308 | Feb 12, 2025 | 97 | $225.0M |
| Joseph P. Lucia & Associates, LLC | 0001775391 | Jan 22, 2025 | 146 | $225.0M |
| Rockport Wealth LLC | 0002022866 | Feb 10, 2025 | 67 | $225.0M |
| Tiemann Investment Advisors, LLC | 0001575151 | Feb 7, 2025 | 192 | $224.9M |
| Silver Heights Capital Management Inc | 0001705712 | Feb 13, 2025 | 4 | $224.9M |
| Monaco Asset Management SAM | 0001803593 | Feb 10, 2025 | 67 | $224.8M |
| Byrne Financial Freedom, LLC | 0002063947 | Apr 29, 2025 | 99 | $224.7M |
| Capricorn Fund Managers Ltd | 0001901361 | Jan 17, 2025 | 65 | $224.7M |
| Forum Private Client Group LLC | 0001910636 | Feb 13, 2025 | 75 | $224.6M |
| Catalyst Private Wealth, LLC | 0001831193 | Jan 13, 2025 | 84 | $224.6M |
| Access Financial Services, Inc. | 0001699622 | Jan 16, 2025 | 104 | $224.5M |
| Infusive Asset Management Inc. | 0001749333 | Feb 13, 2025 | 37 | $224.5M |
| Foresite Capital Management VI LLC | 0002013341 | Feb 14, 2025 | 14 | $224.4M |
| Meredith Wealth Planning | 0001956471 | Jan 31, 2025 | 51 | $224.4M |
| Eaton-Cambridge Inc. | 0002011052 | Jan 22, 2025 | 35 | $224.1M |
| Mendel Money Management | 0001600585 | Feb 12, 2025 | 137 | $224.0M |
| Stonebridge Financial Planning Group, LLC | 0001802494 | Feb 18, 2025 | 159 | $223.9M |
| Florida Financial Advisors, LLC | 0002050972 | Feb 12, 2025 | 194 | $223.9M |
| BancFirst Trust & Investment Management | 0001914099 | Jan 2, 2025 | 55 | $223.6M |
| Altus Wealth Management, LLC | 0001802107 | Jan 22, 2025 | 41 | $223.6M |
| Key Client Fiduciary Advisors, LLC | 0001912612 | Jan 17, 2025 | 189 | $223.4M |
| TL Private Wealth | 0001802868 | Jan 16, 2025 | 43 | $223.3M |
| Meros Investment Management, LP | 0001911372 | Feb 14, 2025 | 40 | $223.3M |
| Asset Value Investors Ltd | 0001870300 | Mar 3, 2025 | 5 | $223.2M |
| Palmer Knight Co | 0001767735 | Jan 23, 2025 | 33 | $223.2M |
| Azarias Capital Management, L.P. | 0001625279 | Jan 30, 2025 | 22 | $223.2M |
| STF Management LP | 0001965239 | Feb 12, 2025 | 101 | $222.9M |
| Balanced Wealth Group LLC | 0002009783 | Feb 10, 2025 | 67 | $222.8M |
| Bantamac Capital, LLC | 0001794972 | Feb 14, 2025 | 182 | $222.8M |
| Hunting Hill Global Capital, LLC | 0001697398 | Feb 14, 2025 | 77 | $222.8M |
| Mechanics Financial Corp | 0001821336 | Feb 12, 2025 | 230 | $222.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 0001632078 | Jan 28, 2025 | 94 | $222.6M |
| Lifelong Wealth Advisors, Inc. | 0002051717 | Feb 13, 2025 | 66 | $222.5M |
| J.H. Whitney Equity Partners VII, LLC | 0001567459 | Jan 21, 2025 | 1 | $222.4M |
| Crestmont Private Wealth LLC | 0001873372 | Jan 14, 2025 | 76 | $222.3M |
| Murchinson Ltd. | 0001838556 | Feb 14, 2025 | 46 | $222.3M |
| Axq Capital, LP | 0001916908 | Feb 11, 2025 | 411 | $222.2M |
| Slagle Financial, LLC | 0001984918 | Feb 12, 2025 | 106 | $222.1M |
| Denver Wealth Management, Inc. | 0001909800 | Jan 22, 2025 | 82 | $222.1M |
| Fairway Wealth LLC | 0002019393 | Feb 7, 2025 | 234 | $222.1M |
| NCM Capital Management, LLC | 0001907054 | Feb 18, 2025 | 170 | $221.9M |
| Wealthedge Investment Advisors, LLC | 0002058455 | Mar 12, 2025 | 175 | $221.9M |
| Amtrust Financial Services, Inc. | 0001365555 | Jan 29, 2025 | 15 | $221.6M |
| Intel Corp | 0000050863 | Feb 13, 2025 | 2 | $221.5M |
| Hoffman, Alan N Investment Management | 0001848530 | Jan 14, 2025 | 13 | $221.5M |
| GS Investments, Inc. | 0001714590 | Feb 11, 2025 | 132 | $221.3M |
| Agate Pass Investment Management, LLC | 0001900409 | Jan 13, 2025 | 107 | $221.2M |
| Institutional Venture Management Xv, LLC | 0001640275 | Feb 14, 2025 | 4 | $221.0M |
| Kennedy Investment Group, Inc. | 0001978005 | Jan 22, 2025 | 123 | $221.0M |
| Trinity Wealth Management, LLC | 0001685364 | Jan 24, 2025 | 56 | $221.0M |
| Alpha Financial Advisors, LLC | 0001972138 | Jan 21, 2025 | 49 | $220.9M |
| BridgePort Financial Solutions, LLC | 0002031775 | Feb 28, 2025 | 161 | $220.9M |
| Stevens Capital Partners | 0001965176 | Feb 4, 2025 | 63 | $220.9M |
| Cherokee Insurance Co | 0002077903 | Aug 21, 2025 | 120 | $220.7M |
| Kaye Capital Management | 0001111797 | Jan 15, 2025 | 39 | $220.5M |
| Share Andrew L. | 0001693672 | Feb 14, 2025 | 12 | $220.4M |
| Collaborative Wealth Managment Inc. | 0001896419 | Feb 10, 2025 | 178 | $220.4M |
| Saiph Capital, LLC | 0002052658 | Feb 11, 2025 | 49 | $220.3M |
| Once Capital Management, LLC | 0001712892 | Feb 10, 2025 | 17 | $220.3M |
| Central Valley Advisors, LLC | 0002010698 | Jan 15, 2025 | 137 | $220.0M |
| Ardent Capital Management, Inc. | 0001888792 | Feb 3, 2025 | 42 | $219.8M |
| Bain Capital Venture Investors, LLC | 0001309469 | Feb 14, 2025 | 3 | $219.7M |
| American Financial Group Inc. | 0001042046 | Feb 11, 2025 | 62 | $219.6M |
| Forza Wealth Management, LLC | 0001963030 | Jan 13, 2025 | 183 | $219.5M |
| Wynnefield Capital Inc. | 0001251567 | Feb 14, 2025 | 16 | $219.4M |
| Decatur Capital Management, Inc. | 0001505961 | Feb 13, 2025 | 46 | $219.4M |
| Slotnik Capital, LLC | 0001963764 | Feb 12, 2025 | 16 | $219.3M |
| Garner Asset Management Corp | 0001714093 | Feb 13, 2025 | 147 | $219.3M |
| IMZ Advisory Inc | 0002017735 | Jan 14, 2025 | 37 | $219.2M |
| PSquared Asset Management AG | 0001623624 | Feb 13, 2025 | 3 | $219.2M |
| Avalon Advisory Group | 0001802119 | Jan 15, 2025 | 16 | $219.0M |
| Decagon Asset Management LLP | 0001950677 | Feb 14, 2025 | 40 | $219.0M |
| Dupree Financial Group, LLC | 0001989251 | Jan 24, 2025 | 65 | $218.9M |
| Findell Capital Management LLC | 0001814465 | Feb 14, 2025 | 17 | $218.9M |
| Vesa Equity Investment S.a r.l. | 0001810554 | Feb 11, 2025 | 1 | $218.8M |
| Proem Advisors LLC | 0001842526 | Feb 12, 2025 | 26 | $218.8M |
| SimpliFi, Inc. | 0001716983 | Jan 24, 2025 | 41 | $218.7M |
| HTG Investment Advisors, Inc. | 0001963875 | Jan 27, 2025 | 65 | $218.6M |
| Ariadne Wealth Management, LP | 0002034793 | Feb 12, 2025 | 226 | $218.5M |
| TMT General Partner Ltd | 0001847582 | Jan 16, 2025 | 2 | $218.5M |