| Wimmer Associates 1, LLC | 0001667019 | Aug 13, 2024 | 108 | $195.1M |
| Seeds Investor LLC | 0002021047 | Aug 5, 2024 | 213 | $195.1M |
| Slagle Financial, LLC | 0001984918 | Jul 24, 2024 | 107 | $195.0M |
| Slotnik Capital, LLC | 0001963764 | Aug 14, 2024 | 17 | $194.9M |
| Deane Retirement Strategies, Inc. | 0001659346 | Jul 9, 2024 | 77 | $194.9M |
| Burkett Financial Services, LLC | 0001762716 | Jul 10, 2024 | 199 | $194.9M |
| Rockingstone Advisors LLC | 0002027176 | Jul 17, 2024 | 105 | $194.8M |
| Peak XV Partners Operations LLC | 0001886840 | Sep 4, 2024 | 3 | $194.8M |
| Sonata Capital Group Inc. | 0001172036 | Jul 29, 2024 | 92 | $194.8M |
| FOCUS Wealth Advisors, LLC | 0001845643 | Jul 23, 2024 | 59 | $194.8M |
| Straight Path Wealth Management | 0001902506 | Aug 15, 2024 | 96 | $194.7M |
| Mechanics Financial Corp | 0001821336 | Aug 1, 2024 | 221 | $194.7M |
| Greenfield Savings Bank | 0001940406 | Jul 10, 2024 | 147 | $194.5M |
| First County Bank | 0001983616 | Aug 15, 2024 | 157 | $194.4M |
| Bridger Management, LLC | 0001166309 | Aug 14, 2024 | 28 | $194.3M |
| Cora Capital Advisors LLC | 0001964530 | Aug 2, 2024 | 96 | $194.2M |
| Torque Asset Management LLC | 0002011256 | Jul 12, 2024 | 17 | $194.2M |
| Hazlett, Burt & Watson, Inc. | 0000046392 | Aug 7, 2024 | 714 | $194.2M |
| Claris Advisors, LLC / Mo / | 0001905092 | Aug 2, 2024 | 56 | $194.0M |
| Nova R Wealth, Inc. | 0001729457 | Jul 18, 2024 | 82 | $194.0M |
| BlackBarn Capital Partners LP | 0002010204 | Aug 14, 2024 | 17 | $194.0M |
| Forza Wealth Management, LLC | 0001963030 | Jul 17, 2024 | 171 | $193.9M |
| Stevens Capital Partners | 0001965176 | Aug 1, 2024 | 59 | $193.8M |
| Councilor Wealth, LLC | 0002052759 | Apr 8, 2025 | 82 | $193.8M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0001694895 | Jul 26, 2024 | 103 | $193.7M |
| Revolution Growth Management Company, Inc. | 0001816374 | Aug 8, 2024 | 3 | $193.5M |
| Trail Ridge Investment Advisors, LLC | 0001911013 | Aug 14, 2024 | 103 | $193.4M |
| BCK Partners, Inc. | 0001845867 | Jul 24, 2024 | 30 | $193.4M |
| HF Advisory Group, LLC | 0001963169 | Jul 18, 2024 | 164 | $193.4M |
| KM Capital Management Ltd. | 0001963514 | Aug 2, 2024 | 43 | $193.2M |
| ORBA Wealth Advisors, L.L.C. | 0002010248 | Jul 16, 2024 | 99 | $193.2M |
| KFA Private Wealth Group, LLC | 0001800556 | Aug 7, 2024 | 75 | $193.2M |
| Powell Investment Advisors, LLC | 0001802195 | Jul 31, 2024 | 150 | $193.1M |
| Seneca Financial Advisors LLC | 0002082922 | Aug 27, 2025 | 59 | $193.1M |
| AAF Wealth Management, LLC | 0001726609 | May 19, 2025 | 46 | $193.0M |
| Spreng Capital Management, Inc. | 0001800913 | Aug 13, 2024 | 88 | $193.0M |
| Baron Wealth Management LLC | 0001968507 | Aug 13, 2024 | 183 | $193.0M |
| Chartist Inc. | 0001129770 | Aug 6, 2024 | 28 | $192.8M |
| Financial Connections Group, Inc. | 0001907157 | Jul 26, 2024 | 344 | $192.7M |
| First National Bank Sioux Falls | 0001085041 | Jul 31, 2024 | 126 | $192.7M |
| Family Wealth Partners, LLC | 0002016217 | Jul 11, 2024 | 41 | $192.7M |
| Peoples Bank | 0000934866 | Jul 22, 2024 | 134 | $192.7M |
| Baugh & Associates, LLC | 0001730818 | Jul 12, 2024 | 39 | $192.7M |
| Joseph Group Capital Management | 0001910383 | Aug 12, 2024 | 73 | $192.6M |
| Insight 2811, Inc. | 0001334952 | Aug 6, 2024 | 86 | $192.6M |
| Bay Rivers Group | 0001798924 | Jul 22, 2024 | 80 | $192.4M |
| Birch Capital Management, LLC | 0001799859 | Jul 8, 2024 | 86 | $192.4M |
| OneAscent Wealth Management LLC | 0001844707 | Jul 17, 2024 | 97 | $192.3M |
| Mountaineer Partners Management, LLC | 0001730532 | Aug 14, 2024 | 16 | $192.2M |
| ACT Advisors, LLC. | 0001842554 | Jul 24, 2024 | 48 | $192.1M |
| Stilwell Value LLC | 0001397076 | Aug 13, 2024 | 34 | $192.0M |
| Norris Financial Group, LLC | 0002129318 | May 20, 2026 | 78 | $192.0M |
| HMS Capital Management, LLC | 0001689470 | Jul 24, 2024 | 108 | $191.9M |
| Boit C F David | 0001308331 | Jul 10, 2024 | 128 | $191.9M |
| Kinloch Capital, LLC | 0001818557 | Aug 14, 2024 | 78 | $191.9M |
| Valence8 US LP | 0001943819 | Aug 6, 2024 | 9 | $191.9M |
| Absolute Gestao de Investimentos Ltda. | 0001622610 | Aug 14, 2024 | 29 | $191.7M |
| Cherry Creek Investment Advisors, Inc. | 0001877829 | Jul 18, 2024 | 106 | $191.6M |
| Grunden Financial Advisory, Inc. | 0002010014 | Aug 9, 2024 | 26 | $191.5M |
| DCF Advisers, LLC | 0001802493 | Aug 12, 2024 | 84 | $191.3M |
| 5th Street Advisors, LLC | 0001911026 | Aug 5, 2024 | 29 | $191.3M |
| Trust Co of Kansas | 0001803988 | Jul 23, 2024 | 51 | $191.3M |
| Gables Capital Management Inc. | 0001740839 | Aug 8, 2024 | 397 | $191.2M |
| Ranch Capital Advisors Inc. | 0001793269 | Aug 13, 2024 | 153 | $191.2M |
| Rings Capital Management LLC | 0001771122 | Aug 14, 2024 | 7 | $191.2M |
| Ascension Asset Management LLC | 0001714062 | Aug 16, 2024 | 86 | $191.1M |
| PCA Investment Advisory Services Inc. | 0001977044 | Aug 13, 2024 | 139 | $190.9M |
| Meredith Wealth Planning | 0001956471 | Jul 24, 2024 | 44 | $190.9M |
| Triad Wealth Partners, LLC | 0002012717 | Jul 18, 2024 | 1,003 | $190.8M |
| Five Oceans Advisors | 0001876326 | Jul 10, 2024 | 177 | $190.8M |
| NCM Capital Management, LLC | 0001907054 | Aug 14, 2024 | 160 | $190.7M |
| Ionic Capital Management LLC | 0001386462 | Aug 14, 2024 | 115 | $190.6M |
| Blue Pool Management Ltd. | 0001675855 | Aug 14, 2024 | 2 | $190.6M |
| Corton Capital Inc. | 0001910417 | Aug 14, 2024 | 472 | $190.6M |
| Union Savings Bank | 0001985855 | Aug 1, 2024 | 297 | $190.5M |
| Arbor Trust Wealth Advisors, LLC | 0001797135 | Aug 2, 2024 | 100 | $190.4M |
| Private Wealth Group, LLC | 0001512780 | Jul 24, 2024 | 59 | $190.4M |
| New England Professional Planning Group Inc. | 0001540867 | Aug 1, 2024 | 50 | $190.4M |
| Tekne Capital Management, LLC | 0001558971 | Aug 13, 2024 | 5 | $190.3M |
| Sage Capital Management, LLC | 0002030667 | Jul 29, 2024 | 154 | $190.3M |
| ShoreHaven Wealth Partners, LLC | 0001844922 | Jul 24, 2024 | 78 | $190.3M |
| Optimist Retirement Group LLC | 0002011850 | Aug 12, 2024 | 112 | $190.3M |
| Bare Financial Services, Inc | 0002009426 | Aug 14, 2024 | 156 | $190.2M |
| Mb, Levis & Associates, LLC | 0002065807 | May 7, 2025 | 289 | $190.2M |
| Garrison Asset Management, LLC | 0001519319 | Aug 8, 2024 | 104 | $190.1M |
| Continuum Wealth Advisors, LLC | 0001966482 | Jul 23, 2024 | 59 | $190.1M |
| Orion Capital Management LLC | 0001846758 | Aug 14, 2024 | 424 | $190.0M |
| Gallacher Capital Management LLC | 0001960749 | Aug 6, 2024 | 267 | $189.9M |
| Aletheian Wealth Advisors LLC | 0001922281 | Jul 26, 2024 | 86 | $189.8M |
| Lodestone Wealth Management LLC | 0001950158 | Jul 16, 2024 | 147 | $189.7M |
| American Financial & Tax Strategies Inc. | 0000911927 | Aug 8, 2024 | 93 | $189.7M |
| Constitution Capital LLC | 0001845531 | Jul 12, 2024 | 64 | $189.5M |
| Asset Planning Services Inc. /La/ | 0000811407 | Jul 25, 2024 | 35 | $189.5M |
| Foresight Group Ltd Liability Partnership | 0001943441 | Aug 12, 2024 | 34 | $189.5M |
| Mitchell & Pahl Private Wealth, LLC | 0001836506 | Jul 12, 2024 | 142 | $189.5M |
| Sharp Capital Gestora de Recursos Ltda. | 0001818890 | Aug 12, 2024 | 6 | $189.4M |
| Orrstown Financial Services Inc. | 0000826154 | Jul 12, 2024 | 81 | $189.4M |
| DCM Advisors, LLC | 0001839498 | Aug 15, 2024 | 51 | $189.4M |
| Hansen & Associates Financial Group, Inc. | 0001873973 | Aug 12, 2024 | 14 | $189.1M |
| Catalyst Private Wealth, LLC | 0001831193 | Jul 24, 2024 | 80 | $189.0M |