| Saiph Capital, LLC | 0002052658 | May 13, 2025 | 49 | $209.4M |
| Alexis Investment Partners, LLC | 0002054271 | May 15, 2025 | 45 | $209.2M |
| Berkshire Capital Holdings Inc. | 0001133742 | May 13, 2025 | 96 | $209.1M |
| Guardian Financial Partners, LLC | 0001723514 | Apr 23, 2025 | 56 | $209.0M |
| Kinloch Capital, LLC | 0001818557 | May 15, 2025 | 78 | $209.0M |
| MBE Wealth Management, LLC | 0001775850 | Apr 22, 2025 | 121 | $209.0M |
| Heights Capital Management, Inc. | 0001081698 | May 14, 2025 | 127 | $208.9M |
| Five Oceans Advisors | 0001876326 | Apr 18, 2025 | 175 | $208.8M |
| Westerly Capital Management, LLC | 0001546172 | May 15, 2025 | 37 | $208.8M |
| ShoreHaven Wealth Partners, LLC | 0001844922 | May 6, 2025 | 87 | $208.8M |
| Bull Street Advisors, LLC | 0001790837 | Apr 24, 2025 | 89 | $208.7M |
| Cora Capital Advisors LLC | 0001964530 | Apr 11, 2025 | 107 | $208.6M |
| Corundum Group, Inc. | 0001486083 | Apr 23, 2025 | 98 | $208.5M |
| Next Capital Management LLC | 0001752762 | May 6, 2025 | 118 | $208.5M |
| Bantamac Capital, LLC | 0001794972 | May 15, 2025 | 185 | $208.5M |
| Spectrum Wealth Advisory Group, LLC | 0001776821 | May 15, 2025 | 57 | $208.4M |
| STF Management LP | 0001965239 | May 13, 2025 | 101 | $208.3M |
| Peoples Financial Services Corp. | 0001056943 | Apr 30, 2025 | 257 | $208.2M |
| Findell Capital Management LLC | 0001814465 | May 15, 2025 | 13 | $208.0M |
| Bryant Woods Investment Advisors, LLC | 0001910641 | Apr 30, 2025 | 49 | $208.0M |
| Parker Financial LLC | 0001965668 | Apr 25, 2025 | 37 | $207.9M |
| LifeWealth Investments, LLC | 0002033794 | Jan 26, 2026 | 127 | $207.9M |
| Ridgepath Capital Management LLC | 0001943071 | Jun 17, 2025 | 49 | $207.8M |
| Shaker Investments LLC | 0001009005 | Apr 23, 2025 | 94 | $207.6M |
| Plum Street Advisors, LLC | 0002068236 | May 29, 2025 | 83 | $207.6M |
| Torque Asset Management LLC | 0002011256 | May 14, 2025 | 15 | $207.5M |
| Holistic Financial Partners | 0001729304 | May 6, 2025 | 123 | $207.5M |
| 5th Street Advisors, LLC | 0001911026 | May 15, 2025 | 48 | $207.4M |
| Bontempo Ohly Capital Mgmt LLC | 0001632118 | Jun 6, 2025 | 31 | $207.4M |
| Amtrust Financial Services, Inc. | 0001365555 | May 12, 2025 | 15 | $207.3M |
| LGL Partners, LLC | 0001653202 | May 15, 2025 | 53 | $207.3M |
| Polianta Ltd | 0001695214 | Apr 16, 2025 | 73 | $207.1M |
| Kane Investment Management, Inc. | 0002056671 | May 12, 2025 | 95 | $207.1M |
| Balanced Wealth Group LLC | 0002009783 | Apr 15, 2025 | 65 | $206.9M |
| Fourth Dimension Wealth, LLC | 0002056691 | Apr 23, 2025 | 630 | $206.9M |
| Eastover Investment Advisors LLC | 0001472800 | Apr 7, 2025 | 47 | $206.9M |
| First Financial Corp. | 0000714562 | Apr 10, 2025 | 343 | $206.9M |
| Apis Capital Advisors, LLC | 0001386892 | May 15, 2025 | 42 | $206.8M |
| Hahn Capital Management LLC | 0001171592 | Jun 6, 2025 | 29 | $206.7M |
| Benchmark Wealth Management, LLC | 0001788241 | Apr 7, 2025 | 67 | $206.7M |
| Ayrshire Capital Management LLC | 0001801563 | Apr 15, 2025 | 50 | $206.6M |
| Starr Indemnity & Liability Co | 0001640521 | May 13, 2025 | 5 | $206.5M |
| Seneca Financial Advisors LLC | 0002082922 | Aug 27, 2025 | 55 | $206.3M |
| Peak XV Partners Operations LLC | 0001886840 | May 14, 2025 | 3 | $206.3M |
| ARCH Venture Management, LLC | 0001274403 | May 15, 2025 | 9 | $206.2M |
| HFM Investment Advisors, LLC | 0002067972 | May 16, 2025 | 1,189 | $206.2M |
| Garrison Point Advisors, LLC | 0001767107 | May 13, 2025 | 162 | $206.2M |
| Westport Asset Management Inc. | 0000811454 | May 14, 2025 | 74 | $206.2M |
| Trellis Wealth Advisors LLC | 0001989031 | Apr 23, 2025 | 35 | $206.1M |
| Cook Wealth, LLC | 0001910185 | May 15, 2025 | 52 | $206.0M |
| McNaughton Wealth Management, LLC | 0001802691 | Apr 9, 2025 | 73 | $206.0M |
| Burford Brothers, Inc. | 0002001434 | Apr 30, 2025 | 158 | $206.0M |
| Game Plan Financial Advisors, LLC | 0001802952 | May 19, 2025 | 370 | $205.9M |
| VPR Management LLC | 0001894203 | May 15, 2025 | 55 | $205.9M |
| Intrepid Capital Management Inc. | 0001092838 | May 15, 2025 | 106 | $205.9M |
| Horizon Investment Services, LLC | 0001426940 | May 5, 2025 | 110 | $205.9M |
| Grunden Financial Advisory, Inc. | 0002010014 | Apr 25, 2025 | 25 | $205.9M |
| Brogan Financial, Inc. | 0001889918 | May 5, 2025 | 60 | $205.8M |
| Palmer Knight Co | 0001767735 | May 6, 2025 | 33 | $205.8M |
| Keyvantage Wealth, LLC | 0002050555 | May 7, 2025 | 94 | $205.5M |
| Leslie Global Wealth, LLC | 0001954832 | May 14, 2025 | 75 | $205.4M |
| Family Office Research LLC | 0002041267 | May 15, 2025 | 70 | $205.3M |
| Catalyst Private Wealth, LLC | 0001831193 | Apr 8, 2025 | 78 | $205.3M |
| Gallacher Capital Management LLC | 0001960749 | May 5, 2025 | 272 | $205.3M |
| Rosalind Advisors, Inc. | 0001622627 | May 14, 2025 | 31 | $205.2M |
| ParaFi Capital LP | 0001919332 | May 15, 2025 | 7 | $205.2M |
| Brighton Securities Corp. | 0000014213 | Mar 6, 2026 | 57 | $205.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 0001802994 | May 2, 2025 | 75 | $205.1M |
| Adapt Wealth Advisors, LLC | 0002013937 | Apr 30, 2025 | 58 | $205.0M |
| One Fin Capital Management LP | 0001753875 | May 15, 2025 | 14 | $204.9M |
| Bernard Wealth Management Corp. | 0002056313 | Apr 16, 2025 | 392 | $204.8M |
| Kessler Investment Group, LLC | 0001525947 | Apr 24, 2025 | 216 | $204.8M |
| SFG Wealth Management, LLC. | 0001908914 | Apr 23, 2025 | 115 | $204.7M |
| Union Savings Bank | 0001985855 | Apr 22, 2025 | 307 | $204.6M |
| Socha Financial Group, LLC | 0001967966 | Apr 25, 2025 | 21 | $204.6M |
| Ararat Capital Management LP | 0001768757 | May 15, 2025 | 16 | $204.4M |
| Kings Path Partners LLC | 0002030974 | Apr 4, 2025 | 257 | $204.4M |
| Keeler Thomas Management LLC | 0001730660 | May 9, 2025 | 76 | $204.1M |
| Segra Capital Management, LLC | 0001607512 | May 15, 2025 | 9 | $204.1M |
| Summit Investment Advisory Services, LLC | 0001914395 | Apr 11, 2025 | 68 | $204.0M |
| Greenfield Savings Bank | 0001940406 | Apr 10, 2025 | 145 | $203.9M |
| Applied Capital LLC | 0001862965 | Apr 22, 2025 | 47 | $203.8M |
| Citadel Investment Advisory, Inc. | 0001811907 | Apr 17, 2025 | 82 | $203.8M |
| Powell Investment Advisors, LLC | 0001802195 | May 9, 2025 | 145 | $203.7M |
| Bowman & Co S.C. | 0001906275 | Apr 8, 2025 | 109 | $203.7M |
| BlueChip Wealth Advisors LLC | 0002015578 | May 6, 2025 | 152 | $203.7M |
| One68 Global Capital, LLC | 0001755535 | May 15, 2025 | 90 | $203.6M |
| MTC Wealth Management LLC | 0001821455 | May 2, 2025 | 13 | $203.6M |
| Potrero Capital Research LLC | 0001536630 | May 15, 2025 | 18 | $203.5M |
| Prairie Wealth Advisors, Inc. | 0002022783 | Apr 22, 2025 | 142 | $203.4M |
| TAGStone Capital, Inc. | 0001903044 | May 5, 2025 | 97 | $203.3M |
| Hillman Capital Management, Inc. | 0001314620 | May 15, 2025 | 51 | $203.3M |
| FWG Holdings, LLC | 0001862067 | May 2, 2025 | 106 | $203.2M |
| Bernzott Capital Advisors | 0001260468 | May 5, 2025 | 38 | $203.1M |
| Employees' Retirement Fund of the City of Fort Worth | 0001986812 | May 8, 2025 | 10 | $203.1M |
| Cobalt Capital Management, Inc. | 0001086762 | May 15, 2025 | 22 | $203.1M |
| Integrated Quantitative Investments LLC | 0002046834 | May 15, 2025 | 279 | $202.9M |
| Tejara Capital Ltd | 0001879713 | May 13, 2025 | 74 | $202.9M |
| Kondo Wealth Advisors, Inc. | 0002070929 | Jun 11, 2025 | 61 | $202.8M |
| TKG Advisors, LLC | 0001843275 | Apr 28, 2025 | 86 | $202.8M |