| Accent Capital Management, LLC | 0002014179 | Aug 12, 2024 | 182 | $162.9M |
| Alpine Peaks Capital, LP | 0001906602 | Aug 13, 2024 | 25 | $162.9M |
| Paradigm, Strategies in Wealth Management, LLC | 0001859579 | Jul 30, 2024 | 50 | $162.8M |
| Trivant Custom Portfolio Group, LLC | 0001977992 | Jul 17, 2024 | 187 | $162.8M |
| Financial Guidance Group, Inc. | 0001929349 | Aug 7, 2024 | 69 | $162.8M |
| Riverstone Advisors, LLC | 0001763404 | Jul 22, 2024 | 46 | $162.7M |
| Argus Investors' Counsel, Inc. | 0000007195 | Jul 22, 2024 | 107 | $162.7M |
| Nvest Financial, LLC | 0001915315 | Jul 19, 2024 | 89 | $162.6M |
| Intelligent Financial Strategies | 0001911000 | Jul 25, 2024 | 82 | $162.5M |
| Factorial Partners, LLC | 0001732687 | Aug 7, 2024 | 77 | $162.5M |
| Family CFO Inc | 0001911695 | Jul 24, 2024 | 64 | $162.5M |
| Enterprise Financial Services Corp | 0001025835 | Aug 13, 2024 | 155 | $162.4M |
| Dogwood Wealth Management LLC | 0002056922 | Mar 4, 2025 | 626 | $162.3M |
| Alcosta Capital Management, Inc. | 0001842509 | Aug 13, 2024 | 28 | $162.3M |
| Concorde Asset Management, LLC | 0001631773 | Aug 12, 2024 | 162 | $162.2M |
| Whitefort Capital Management, LP | 0001884931 | Aug 14, 2024 | 23 | $162.2M |
| Independent Order of Foresters | 0001538037 | Jul 26, 2024 | 15 | $162.2M |
| Emprise Bank | 0002018815 | Jul 29, 2024 | 102 | $162.1M |
| Peterson Wealth Management | 0001785144 | Aug 5, 2024 | 51 | $162.0M |
| Tower Wealth Partners, Inc. | 0001852808 | Aug 9, 2024 | 65 | $162.0M |
| One Wealth Map LLC | 0001802635 | Jul 23, 2024 | 87 | $162.0M |
| Hiley Hunt Wealth Management | 0002048051 | Dec 17, 2024 | 38 | $161.9M |
| Southern Capital Advisors, LLC | 0001909249 | Jul 25, 2024 | 73 | $161.9M |
| Dover Advisors, LLC | 0001964541 | Jul 31, 2024 | 126 | $161.8M |
| Serenity Capital Management Pte. LTD. | 0001934957 | Jul 18, 2024 | 4 | $161.6M |
| Owen LaRue, LLC | 0001965328 | Jul 24, 2024 | 83 | $161.6M |
| Kanen Wealth Management LLC | 0001681614 | Aug 22, 2024 | 22 | $161.6M |
| Mendon Capital Advisors Corp. | 0001177043 | Aug 30, 2024 | 45 | $161.5M |
| Econ Financial Services Corp | 0001659718 | Aug 12, 2024 | 94 | $161.3M |
| Cape Ann Savings Bank | 0000936938 | Jul 25, 2024 | 86 | $161.2M |
| Kopp Family Office, LLC | 0001683689 | Jul 29, 2024 | 21 | $161.2M |
| Financial Futures Ltd Liability Co. | 0001911616 | Aug 7, 2024 | 53 | $161.2M |
| Viawealth, LLC | 0001965401 | Aug 12, 2024 | 151 | $161.2M |
| Pointe Capital Management LLC | 0001640335 | Jul 12, 2024 | 158 | $161.2M |
| River Street Advisors LLC | 0001964897 | Aug 13, 2024 | 139 | $161.1M |
| Dunhill Financial, LLC | 0001948904 | Aug 9, 2024 | 782 | $161.1M |
| Prairie Sky Financial Group LLC | 0001985274 | Jul 22, 2024 | 79 | $161.0M |
| Novak & Powell Financial Services, Inc. | 0002011548 | Aug 15, 2024 | 152 | $161.0M |
| 4Thought Financial Group Inc. | 0001840261 | Jul 29, 2024 | 108 | $160.9M |
| GoalFusion Wealth Management, LLC | 0001895678 | Jul 18, 2024 | 31 | $160.9M |
| PACK Private Wealth, LLC | 0001907212 | Aug 2, 2024 | 43 | $160.9M |
| Berkeley, Inc | 0002051965 | Mar 28, 2025 | 62 | $160.9M |
| Resurgent Financial Advisors LLC | 0001912339 | Aug 14, 2024 | 172 | $160.8M |
| Werlinich Asset Management, LLC | 0002000493 | Jul 15, 2024 | 59 | $160.7M |
| Sightline Wealth Advisors, LLC | 0001841979 | Aug 2, 2024 | 82 | $160.6M |
| GEM Asset Management, LLC | 0001963319 | Aug 7, 2024 | 89 | $160.6M |
| TLW Wealth Management, LLC | 0001767217 | Aug 6, 2024 | 21 | $160.5M |
| Heritage Wealth Management, Inc./Texas | 0001966400 | Jul 30, 2024 | 38 | $160.5M |
| EnCap Energy Capital Fund VIII, L.P. | 0001504103 | Aug 7, 2024 | 3 | $160.5M |
| Robocap Asset Management Ltd | 0002030580 | Aug 8, 2024 | 25 | $160.4M |
| Friedenthal Financial | 0001598611 | Jul 16, 2024 | 223 | $160.4M |
| Kaizen Financial Strategies | 0001842013 | Aug 5, 2024 | 132 | $160.4M |
| LCM Capital Management Inc | 0001861752 | Aug 1, 2024 | 91 | $160.3M |
| Stuart Investment Advisors, Inc. | 0001910180 | Jul 31, 2024 | 15 | $159.9M |
| David J Yvars Group | 0001836266 | Jul 23, 2024 | 78 | $159.8M |
| Platinum Equity, LLC | 0001228754 | Aug 14, 2024 | 6 | $159.8M |
| Profit Investment Management, LLC | 0001286295 | Jul 12, 2024 | 81 | $159.8M |
| Integrity Financial Corp | 0001917704 | Jul 30, 2024 | 216 | $159.7M |
| Ironclad Investments LLC | 0001824600 | Aug 13, 2024 | 3 | $159.7M |
| Adapt Wealth Advisors, LLC | 0002013937 | Aug 6, 2024 | 64 | $159.6M |
| McBroom & Associates, LLC | 0001908893 | Aug 7, 2024 | 33 | $159.6M |
| Ping Capital Management, Inc. | 0001804352 | Aug 7, 2024 | 52 | $159.6M |
| Cetera Trust Company, N.A | 0002005547 | Aug 2, 2024 | 408 | $159.3M |
| Private Client Services, LLC | 0001457005 | Jul 29, 2024 | 138 | $159.2M |
| Legacy PCG, LLC | 0001952532 | Aug 2, 2024 | 82 | $159.2M |
| Matrix Private Capital Group LLC | 0001906866 | Aug 14, 2024 | 149 | $159.2M |
| LBJ Family Wealth Advisors, Ltd. | 0001601622 | Apr 1, 2025 | 28 | $159.1M |
| Graphene Investments SAS | 0001965776 | Jul 19, 2024 | 44 | $159.1M |
| Burns Matteson Capital Management, LLC | 0001894164 | Jul 9, 2024 | 157 | $159.1M |
| Kades & Cheifetz LLC | 0001957259 | Aug 12, 2024 | 92 | $159.0M |
| Kailix Advisors LLC | 0001970731 | Aug 2, 2024 | 6 | $159.0M |
| Criterion Capital Advisors, LLC | 0001765884 | Jul 31, 2024 | 348 | $158.9M |
| Brogan Financial, Inc. | 0001889918 | Aug 13, 2024 | 46 | $158.7M |
| Alliance Wealth Advisors, LLC | 0001849724 | Jul 17, 2024 | 133 | $158.6M |
| VAUGHAN & Co SECURITIES, INC. | 0000805870 | Jul 30, 2024 | 54 | $158.6M |
| FinDec Wealth Services, Inc. | 0001916066 | Jul 17, 2024 | 41 | $158.4M |
| Capital Market Strategies LLC | 0001810158 | Jul 1, 2024 | 152 | $158.4M |
| PFS Partners, LLC | 0002002654 | Jul 25, 2024 | 438 | $158.4M |
| Roubaix Capital, LLC | 0001769700 | Aug 2, 2024 | 45 | $158.3M |
| Prosperity Financial Group, Inc. | 0001991334 | Aug 14, 2024 | 141 | $158.3M |
| Horizon Financial Services, LLC | 0001674020 | Aug 15, 2024 | 276 | $158.3M |
| Yunqi Capital Ltd | 0001912273 | Aug 6, 2024 | 8 | $158.1M |
| NCP Inc. | 0002023709 | Aug 30, 2024 | 138 | $158.1M |
| Greater Midwest Financial Group, LLC | 0002025409 | Sep 23, 2024 | 53 | $157.8M |
| Marlin Sams Capital Management LLC | 0001608618 | Aug 9, 2024 | 2 | $157.8M |
| Granite Harbor Advisors, Inc. | 0001967456 | Jul 26, 2024 | 81 | $157.6M |
| AYAL Capital Advisors Ltd | 0002011524 | Aug 14, 2024 | 26 | $157.6M |
| Walnut Private Equity Partners, LLC | 0001599275 | Jul 2, 2024 | 15 | $157.5M |
| Alta Fox Capital Management, LLC | 0001858353 | Aug 14, 2024 | 13 | $157.5M |
| Orleans Capital Management Corp. | 0001013234 | Aug 23, 2024 | 76 | $157.3M |
| Von Berge Wealth Management Group, LLC | 0001908070 | Jul 24, 2024 | 66 | $157.3M |
| Trust Investment Advisors | 0001597690 | Aug 12, 2024 | 114 | $157.3M |
| Ewing Morris & Co. Investment Partners Ltd. | 0001846838 | Aug 14, 2024 | 33 | $157.3M |
| Baron Financial Group, LLC | 0001832093 | Jul 22, 2024 | 47 | $157.3M |
| Brendel Financial Advisors LLC | 0001768065 | Jul 15, 2024 | 88 | $157.3M |
| Jacobs Asset Management, LLC | 0001351063 | Aug 6, 2024 | 35 | $157.3M |
| Midwest Financial Group LLC | 0001967193 | Jul 17, 2024 | 105 | $157.2M |
| HBC Financial Services, PLLC | 0001802872 | Aug 7, 2024 | 173 | $157.1M |
| Truxt Investmentos Ltda. | 0001721168 | Jul 12, 2024 | 13 | $157.1M |
| Intrepid Capital Management Inc. | 0001092838 | Aug 15, 2024 | 96 | $157.1M |