| Tandem Capital Management Corp. | 0000873759 | Aug 11, 2026 | 118 | $237.8M |
| Green Ridge Wealth Planning LLC | 0002117069 | Jul 8, 2026 | 93 | $237.7M |
| Collaborative Wealth Managment Inc. | 0001896419 | Aug 5, 2026 | 167 | $237.7M |
| Boit C F David | 0001308331 | Jul 30, 2026 | 85 | $237.6M |
| Cornerstone Select Advisors, LLC | 0002055366 | Aug 5, 2026 | 149 | $237.6M |
| Tableaux LLC | 0002060663 | Aug 7, 2026 | 120 | $237.5M |
| NBH Bank | 0002148930 | Aug 14, 2026 | 552 | $237.4M |
| Sender Co & Partners, Inc. | 0001659380 | Aug 14, 2026 | 61 | $237.3M |
| Client First Investment Management LLC | 0002018284 | Jul 9, 2026 | 28 | $237.3M |
| Bluedoor Private Wealth, LLC | 0002110994 | Jul 16, 2026 | 160 | $237.2M |
| Grant Private Wealth Management Inc | 0002056418 | Jul 7, 2026 | 164 | $237.2M |
| Crestview Partners III GP, L.P. | 0001703027 | Aug 13, 2026 | 1 | $237.2M |
| Sequent Asset Management, LLC | 0001509550 | Jul 22, 2026 | 89 | $237.1M |
| Arcadia Investment Advisors LLC | 0002047860 | Jul 13, 2026 | 80 | $237.1M |
| Horizon Advisory Services, Inc. | 0001799006 | Aug 3, 2026 | 49 | $237.1M |
| Retiremitten Financial LLC | 0002127635 | Aug 10, 2026 | 47 | $237.1M |
| BancFirst Trust & Investment Management | 0001914099 | Jul 23, 2026 | 65 | $237.0M |
| True Blue Financial, LLC | 0002010212 | Jul 17, 2026 | 61 | $236.9M |
| Grove Street Fiduciary, LLC | 0002054682 | Jul 23, 2026 | 75 | $236.8M |
| Trail Ridge Investment Advisors, LLC | 0001911013 | Aug 13, 2026 | 93 | $236.8M |
| Compass Financial Group, Inc. | 0001666910 | Aug 4, 2026 | 51 | $236.7M |
| Ade, LLC | 0001845950 | Aug 4, 2026 | 93 | $236.7M |
| Miller Wealth Advisors, LLC | 0001908158 | Jul 29, 2026 | 122 | $236.6M |
| TAM Capital Management Inc. | 0001594591 | Aug 14, 2026 | 9 | $236.5M |
| Ironwood Wealth Management, Inc. | 0001844821 | Jul 14, 2026 | 21 | $236.5M |
| 10Elms LLP | 0002056650 | Aug 14, 2026 | 526 | $236.3M |
| Deane Retirement Strategies, Inc. | 0001659346 | Jul 9, 2026 | 52 | $236.2M |
| Chelsea Counsel Co. | 0001276755 | Aug 12, 2026 | 232 | $236.1M |
| Dynamo Internacional Gestao DE Recursos Ltda. | 0001546790 | Aug 14, 2026 | 4 | $236.1M |
| Johnson Wealth Management, LLC | 0002110653 | Aug 6, 2026 | 58 | $236.1M |
| Plustick Management LLC | 0001643351 | Aug 14, 2026 | 23 | $236.0M |
| Ceera Investments, LLC | 0001860698 | Aug 6, 2026 | 101 | $235.9M |
| ASO GROUP Ltd | 0002108771 | Aug 4, 2026 | 56 | $235.9M |
| CMG Global Holdings, LLC | 0001839445 | Jul 28, 2026 | 100 | $235.8M |
| Epiq Partners, LLC | 0001799435 | Jul 7, 2026 | 97 | $235.8M |
| Frederick Financial Consultants, LLC | 0002055328 | Aug 14, 2026 | 121 | $235.7M |
| R. W. Roge & Company, Inc. | 0001800745 | Aug 3, 2026 | 68 | $235.7M |
| Asset Planning Services Inc. /La/ | 0000811407 | Jul 28, 2026 | 36 | $235.6M |
| Latko Wealth Management, Ltd. | 0001937769 | Jul 24, 2026 | 37 | $235.6M |
| Team Financial Group, LLC | 0001845163 | Jul 13, 2026 | 56 | $235.5M |
| BostonPremier Wealth LLC | 0002053783 | Jul 24, 2026 | 79 | $235.5M |
| Allodium Investment Consultants, LLC | 0002052983 | Jul 14, 2026 | 57 | $235.5M |
| DLK Investment Management, LLC | 0002016793 | Jul 14, 2026 | 96 | $235.2M |
| Plan A Wealth LLC | 0002093645 | Jul 14, 2026 | 194 | $235.1M |
| Prepared Retirement Institute LLC | 0002056037 | Aug 10, 2026 | 94 | $234.9M |
| MN Wealth Advisors, LLC | 0001992972 | Jul 23, 2026 | 133 | $234.8M |
| Bontempo Ohly Capital Mgmt LLC | 0001632118 | Aug 14, 2026 | 33 | $234.8M |
| Amansa Capital Pte. LTD. | 0001660773 | Aug 4, 2026 | 2 | $234.8M |
| Crestview Partners II GP, L.P. | 0001505639 | Aug 13, 2026 | 3 | $234.8M |
| Peregrine Investment Management Inc. | 0002053303 | Jul 23, 2026 | 26 | $234.7M |
| Core Wealth Partners LLC | 0001965078 | Jul 17, 2026 | 189 | $234.7M |
| Long Path Partners LP | 0001905112 | Jul 31, 2026 | 10 | $234.6M |
| Serenity Investment Advisors | 0002105389 | Aug 24, 2026 | 76 | $234.6M |
| Trevian Wealth Management LLC | 0001901929 | Jul 24, 2026 | 45 | $234.6M |
| Kane Investment Management, Inc. | 0002056671 | Aug 14, 2026 | 100 | $234.6M |
| Northern Capital Management, Inc. | 0001581794 | Jul 23, 2026 | 55 | $234.5M |
| Ni Acquisitions Company, LLC | 0002148757 | Aug 5, 2026 | 112 | $234.4M |
| Cura Wealth Advisors, LLC | 0002056729 | Aug 6, 2026 | 140 | $234.3M |
| Kessler Investment Group, LLC | 0001525947 | Jul 13, 2026 | 81 | $234.2M |
| Aletheian Wealth Advisors LLC | 0001922281 | Jul 9, 2026 | 109 | $234.2M |
| Ariose Capital Management Ltd | 0001665925 | Jul 27, 2026 | 19 | $234.1M |
| Resolute Capital Asset Partners LLC | 0001834913 | Aug 14, 2026 | 48 | $234.1M |
| Old North State Wealth Management, LLC | 0002041262 | Jul 17, 2026 | 112 | $234.1M |
| Fortune 45 LLC | 0001918707 | Aug 5, 2026 | 36 | $234.0M |
| Richardson Capital Management LLC | 0001621646 | Jul 17, 2026 | 243 | $234.0M |
| Carroll Investors, Inc | 0001911400 | Aug 3, 2026 | 31 | $234.0M |
| First Sabrepoint Capital Management LP | 0001731530 | Aug 14, 2026 | 20 | $234.0M |
| West Bancorporation Inc. | 0001166928 | Jul 23, 2026 | 95 | $233.8M |
| Blue Sky Capital Consultants Group, Inc. | 0002057054 | Aug 4, 2026 | 74 | $233.8M |
| Tounjian Advisory Partners, LLC | 0002039850 | Aug 7, 2026 | 789 | $233.8M |
| Olistico Wealth, LLC | 0001962695 | Jul 13, 2026 | 334 | $233.8M |
| Fortune Financial Advisors, LLC | 0001961828 | Jul 22, 2026 | 163 | $233.7M |
| Arta Finance Wealth Management LLC | 0002099257 | Aug 13, 2026 | 105 | $233.7M |
| Sterneck Capital Management, LLC | 0001438574 | Jul 30, 2026 | 103 | $233.4M |
| Morgan Dempsey Capital Management LLC | 0001050463 | Aug 3, 2026 | 122 | $233.4M |
| MTM Financial Group, LLC | 0002132054 | Jul 27, 2026 | 95 | $233.4M |
| Lecap Asset Management Ltd. | 0001990849 | Jul 30, 2026 | 254 | $233.2M |
| Sustainable Insight Capital Management, LLC | 0001580677 | Aug 19, 2026 | 78 | $233.2M |
| Braeburn Wealth Management LLC | 0002111759 | Jul 22, 2026 | 99 | $233.0M |
| Ironclad Investments LLC | 0001824600 | Aug 14, 2026 | 3 | $233.0M |
| TRB Advisors LP | 0001513300 | Aug 13, 2026 | 6 | $232.9M |
| Brighton Securities Corp. | 0000014213 | Jul 7, 2026 | 50 | $232.8M |
| Davidson Kahn Capital Management, LLC | 0002055535 | Jul 15, 2026 | 72 | $232.8M |
| MKA Charitable Fund | 0002010351 | Aug 12, 2026 | 1 | $232.5M |
| Turning Point Benefit Group, Inc. | 0002008513 | Jul 23, 2026 | 109 | $232.5M |
| Lauterbach Financial Advisors, LLC | 0001909828 | Jul 28, 2026 | 87 | $232.5M |
| Panoramic Capital, LLC | 0001950490 | Aug 14, 2026 | 43 | $232.4M |
| Cooper/Haims Advisors, LLC | 0001654033 | Aug 14, 2026 | 115 | $232.4M |
| 2Xideas AG | 0001843587 | Aug 14, 2026 | 48 | $232.3M |
| TRV GP Vi, LLC | 0001990716 | Aug 10, 2026 | 4 | $232.3M |
| Elefante Mark B | 0001661535 | Aug 13, 2026 | 60 | $232.2M |
| ShawSpring Partners LLC | 0001766908 | Aug 14, 2026 | 11 | $232.1M |
| J.H. Whitney Equity Partners VII, LLC | 0001567459 | Aug 3, 2026 | 1 | $231.9M |
| ELCO Management Co., LLC | 0001690717 | Aug 11, 2026 | 174 | $231.9M |
| Wishbone Management, LP | 0001777734 | Aug 13, 2026 | 5 | $231.7M |
| Steffes Financial, Ltd. | 0002110878 | Aug 14, 2026 | 36 | $231.6M |
| Game Creek Capital, LP | 0001731132 | Aug 13, 2026 | 66 | $231.6M |
| Accent Capital Management, LLC | 0002014179 | Aug 12, 2026 | 299 | $231.5M |
| Notis-McConarty Edward | 0001592616 | Aug 11, 2026 | 67 | $231.5M |
| Peoples Financial Services Corp. | 0001056943 | Jul 22, 2026 | 270 | $231.4M |