| Delta Capital Management LLC | 0000893738 | Oct 11, 2024 | 87 | $173.4M |
| Castleview Partners, LLC | 0001737088 | Oct 21, 2024 | 543 | $173.4M |
| Trivant Custom Portfolio Group, LLC | 0001977992 | Oct 4, 2024 | 174 | $173.3M |
| Independent Order of Foresters | 0001538037 | Nov 8, 2024 | 12 | $173.2M |
| CoreFirst Bank & Trust | 0001845199 | Feb 11, 2025 | 342 | $173.1M |
| Granite Harbor Advisors, Inc. | 0001967456 | Oct 11, 2024 | 91 | $172.8M |
| Aua Capital Management, LLC | 0001706915 | Oct 16, 2024 | 82 | $172.7M |
| Banyan Capital Management, Inc. | 0000846600 | Nov 7, 2024 | 16 | $172.6M |
| Minerva Advisors LLC | 0001541536 | Nov 8, 2024 | 57 | $172.6M |
| Heritage Wealth Management, Inc./Texas | 0001966400 | Oct 30, 2024 | 39 | $172.5M |
| PFG Private Wealth Management, LLC | 0001799957 | Nov 5, 2024 | 238 | $172.5M |
| American Capital Advisory, LLC | 0002018007 | Oct 30, 2024 | 479 | $172.5M |
| Novak & Powell Financial Services, Inc. | 0002011548 | Nov 14, 2024 | 156 | $172.5M |
| Cape Ann Savings Bank | 0000936938 | Oct 8, 2024 | 89 | $172.4M |
| Propel Bio Management, LLC | 0001969764 | Nov 13, 2024 | 21 | $172.4M |
| Kaizen Financial Strategies | 0001842013 | Nov 4, 2024 | 135 | $172.3M |
| Werlinich Asset Management, LLC | 0002000493 | Oct 7, 2024 | 61 | $172.3M |
| FinDec Wealth Services, Inc. | 0001916066 | Nov 14, 2024 | 42 | $172.3M |
| Boston Mountain Money Management Inc. | 0002022846 | Oct 11, 2024 | 64 | $172.2M |
| Qalhat Capital Ltd | 0001884252 | Nov 14, 2024 | 3 | $172.1M |
| Darrow Company, Inc. | 0001908169 | Oct 10, 2024 | 50 | $172.0M |
| Mader & Shannon Wealth Management, Inc. | 0001535862 | Nov 12, 2024 | 15 | $172.0M |
| Riverstone Advisors, LLC | 0001763404 | Nov 4, 2024 | 50 | $172.0M |
| Tower Wealth Partners, Inc. | 0001852808 | Oct 29, 2024 | 75 | $172.0M |
| Capital Wealth Alliance, LLC | 0001803277 | Oct 30, 2024 | 75 | $171.9M |
| Beaumont Asset Management, L.L.C. | 0001798756 | Oct 25, 2024 | 64 | $171.9M |
| Howard Wealth Management, LLC | 0001766286 | Nov 8, 2024 | 112 | $171.8M |
| Bullseye Investment Management, LLC | 0001912451 | Nov 14, 2024 | 61 | $171.7M |
| Koesten, Hirschmann & Crabtree, INC. | 0001963421 | Nov 4, 2024 | 200 | $171.7M |
| Arrowroot Family Office, LLC | 0002017744 | Nov 14, 2024 | 127 | $171.6M |
| Enterprise Financial Services Corp | 0001025835 | Nov 12, 2024 | 149 | $171.6M |
| Viawealth, LLC | 0001965401 | Nov 13, 2024 | 150 | $171.6M |
| Armstrong, Fleming & Moore, Inc | 0001990099 | Oct 16, 2024 | 99 | $171.5M |
| Integrity Wealth Solutions LLC | 0002006918 | Oct 21, 2024 | 92 | $171.4M |
| Pointe Capital Management LLC | 0001640335 | Oct 24, 2024 | 160 | $171.4M |
| Financial Guidance Group, Inc. | 0001929349 | Oct 23, 2024 | 67 | $171.3M |
| Aletheian Wealth Advisors LLC | 0001922281 | Oct 25, 2024 | 82 | $171.2M |
| Monolith Management Ltd | 0002008306 | Nov 13, 2024 | 12 | $171.2M |
| Montz Harcus Wealth Management LLC | 0001918613 | Oct 24, 2024 | 76 | $171.2M |
| Ciovacco Capital Management LLC | 0001653012 | Nov 7, 2024 | 28 | $171.0M |
| Resurgent Financial Advisors LLC | 0001912339 | Nov 14, 2024 | 177 | $170.9M |
| Friedenthal Financial | 0001598611 | Oct 17, 2024 | 228 | $170.8M |
| Pacific Capital Partners Ltd | 0002064920 | May 8, 2025 | 54 | $170.7M |
| Greater Midwest Financial Group, LLC | 0002025409 | Oct 16, 2024 | 59 | $170.4M |
| Gate City Capital Management, LLC | 0001705447 | Nov 14, 2024 | 15 | $170.4M |
| Integrity Financial Corp | 0001917704 | Oct 21, 2024 | 219 | $170.4M |
| Anabranch Capital Management, LP | 0001822480 | Nov 14, 2024 | 7 | $170.4M |
| Flower City Capital | 0001808394 | Oct 15, 2024 | 33 | $170.3M |
| Park State Asset Management | 0001908423 | Nov 12, 2024 | 19 | $170.3M |
| Midwest Financial Group LLC | 0001967193 | Oct 17, 2024 | 109 | $170.3M |
| Objective Capital Management, LLC | 0001924152 | Nov 1, 2024 | 148 | $170.2M |
| Worth Financial Advisory Group, LLC | 0001964358 | Oct 25, 2024 | 166 | $170.2M |
| BML Capital Management, LLC | 0001616824 | Nov 5, 2024 | 29 | $169.9M |
| Concorde Financial Corp | 0001911822 | Nov 14, 2024 | 39 | $169.8M |
| Santa Monica Partners LP | 0000904793 | Nov 14, 2024 | 17 | $169.8M |
| VAUGHAN & Co SECURITIES, INC. | 0000805870 | Oct 31, 2024 | 54 | $169.8M |
| One Wealth Map LLC | 0001802635 | Oct 16, 2024 | 76 | $169.7M |
| Crystal Rock Capital Management | 0001510668 | Nov 5, 2024 | 27 | $169.7M |
| Dalton Investments, Inc. | 0001388838 | Nov 12, 2024 | 26 | $169.6M |
| Clarity Capital Partners LLC | 0002012239 | Oct 30, 2024 | 128 | $169.5M |
| Stash Investments, LLC | 0002008308 | Oct 21, 2024 | 5 | $169.4M |
| Phase 2 Partners, LLC | 0001841126 | Nov 14, 2024 | 27 | $169.3M |
| Brooks, Moore & Associates, Inc. | 0001767040 | Nov 14, 2024 | 92 | $169.3M |
| Sivia Capital Partners, LLC | 0002012032 | Oct 11, 2024 | 216 | $169.3M |
| Edenbrook Capital, LLC | 0001666682 | Nov 13, 2024 | 8 | $169.3M |
| Sectoral Asset Management Inc. | 0001274413 | Nov 14, 2024 | 90 | $169.3M |
| Highlander Partners, L.P. | 0001903866 | Nov 12, 2024 | 42 | $169.2M |
| AlpInvest Partners B.V. | 0001512910 | Nov 8, 2024 | 14 | $169.0M |
| Capstone Wealth Management Group, LLC | 0001923052 | Oct 15, 2024 | 71 | $168.8M |
| Black Diamond Capital Management, L.L.C. | 0001282197 | Nov 14, 2024 | 12 | $168.8M |
| Yardley Wealth Management LLC | 0002044323 | Nov 8, 2024 | 41 | $168.6M |
| One Plus One Wealth Management, LLC | 0001860132 | Oct 30, 2024 | 87 | $168.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0002011352 | Nov 12, 2024 | 68 | $168.5M |
| Foresight Capital Management Advisors, Inc. | 0001630936 | Oct 7, 2024 | 84 | $168.5M |
| LBJ Family Wealth Advisors, Ltd. | 0001601622 | Apr 1, 2025 | 28 | $168.5M |
| Pivotal bioVenture Partners Investment Advisor LLC | 0001844645 | Nov 13, 2024 | 11 | $168.5M |
| Mainsail Financial Group, LLC | 0001961290 | Oct 22, 2024 | 50 | $168.5M |
| TLW Wealth Management, LLC | 0001767217 | Nov 5, 2024 | 19 | $168.4M |
| Ironclad Investments LLC | 0001824600 | Nov 14, 2024 | 3 | $168.4M |
| FreeGulliver LLC | 0002032561 | Nov 12, 2024 | 84 | $168.4M |
| Horizon Financial Services, LLC | 0001674020 | Nov 13, 2024 | 285 | $168.3M |
| Absolute Capital Management, LLC | 0001817648 | Nov 8, 2024 | 107 | $168.3M |
| Team Financial Group, LLC | 0001845163 | Oct 23, 2024 | 36 | $168.2M |
| Fairfield, Bush & Co. | 0001116247 | Nov 12, 2024 | 111 | $168.1M |
| Threadgill Financial, LLC | 0001814104 | Oct 7, 2024 | 44 | $168.1M |
| Walnut Private Equity Partners, LLC | 0001599275 | Oct 7, 2024 | 15 | $168.1M |
| Planning Directions Inc. | 0000821103 | Nov 7, 2024 | 81 | $167.9M |
| Wrenne Financial Planning LLC | 0002023054 | Nov 12, 2024 | 45 | $167.8M |
| E Fund Management (Hong Kong) Co., Ltd. | 0001777469 | Oct 28, 2024 | 163 | $167.8M |
| BCU Wealth Advisors, LLC | 0002003570 | Nov 7, 2024 | 52 | $167.8M |
| Alpine Peaks Capital, LP | 0001906602 | Nov 14, 2024 | 23 | $167.5M |
| Center For Asset Management LLC | 0001844878 | Oct 25, 2024 | 121 | $167.4M |
| Alcosta Capital Management, Inc. | 0001842509 | Nov 13, 2024 | 27 | $167.3M |
| Toronado Partners, LLC | 0001749611 | Nov 13, 2024 | 11 | $167.3M |
| Gray Private Wealth, LLC | 0001928877 | Oct 17, 2024 | 40 | $167.3M |
| BCK Capital Management LP | 0001819275 | Nov 7, 2024 | 66 | $167.2M |
| Cox Capital Mgt LLC | 0001748728 | Oct 10, 2024 | 66 | $167.2M |
| Alphadyne Asset Management LP | 0001535943 | Nov 14, 2024 | 7 | $167.2M |
| True Vision MN LLC | 0002013460 | Nov 13, 2024 | 98 | $167.2M |
| Plotkin Financial Advisors, LLC | 0001826394 | Nov 14, 2024 | 90 | $167.1M |