| Cruiser Capital Advisors, LLC | 0001713506 | Feb 11, 2025 | 50 | $181.4M |
| Traveka Wealth, LLC | 0002009176 | Jan 13, 2025 | 141 | $181.4M |
| Pragma Gestao DE Patrimonio Ltd. | 0001555512 | Feb 12, 2025 | 16 | $181.3M |
| CMG Global Holdings, LLC | 0001839445 | Jan 23, 2025 | 91 | $181.2M |
| Kestrel Investment Management Corp. | 0000917579 | Feb 12, 2025 | 40 | $181.2M |
| Ameraudi Asset Management, Inc. | 0001772954 | Feb 12, 2025 | 55 | $181.2M |
| Point72 Italy, S.r.l. | 0002006887 | Feb 14, 2025 | 28 | $181.1M |
| Ashoka WhiteOak Capital Pte Ltd | 0002031708 | Feb 14, 2025 | 14 | $181.1M |
| Saranac Partners Ltd | 0002098745 | Feb 2, 2026 | 82 | $181.1M |
| Global Assets Advisory, LLC | 0001942932 | Feb 14, 2025 | 149 | $181.1M |
| Yoder Wealth Management, Inc. | 0001973967 | Jan 24, 2025 | 110 | $181.0M |
| Sivik Global Healthcare LLC | 0001596452 | Jan 23, 2025 | 36 | $180.8M |
| Windle Wealth, LLC | 0001963452 | Feb 7, 2025 | 32 | $180.8M |
| Absolute Capital Management, LLC | 0001817648 | Feb 11, 2025 | 121 | $180.8M |
| Granite Harbor Advisors, Inc. | 0001967456 | Jan 23, 2025 | 86 | $180.8M |
| Southern Capital Advisors, LLC | 0001909249 | Jan 23, 2025 | 74 | $180.7M |
| Prudent Man Investment Management, Inc. | 0002054263 | Feb 12, 2025 | 169 | $180.7M |
| Intelligent Financial Strategies | 0001911000 | Jan 31, 2025 | 80 | $180.6M |
| Buttonwood Financial Group, LLC | 0001847661 | Jan 31, 2025 | 28 | $180.6M |
| American Capital Advisory, LLC | 0002018007 | Jan 28, 2025 | 472 | $180.5M |
| Norway Savings Bank | 0001692227 | Jan 7, 2025 | 105 | $180.5M |
| Guerra Advisors Inc | 0002055363 | Feb 14, 2025 | 60 | $180.4M |
| BlueChip Wealth Advisors LLC | 0002015578 | Feb 12, 2025 | 136 | $180.3M |
| Quantum Financial Planning Services, Inc. | 0002050169 | Jan 23, 2025 | 34 | $180.2M |
| Hiley Hunt Wealth Management | 0002048051 | Jan 6, 2025 | 39 | $180.2M |
| Allie Family Office LLC | 0001908612 | Feb 12, 2025 | 95 | $180.1M |
| Greykasell Wealth Strategies, Inc. | 0002041220 | Feb 10, 2025 | 119 | $180.0M |
| Bull Oak Capital, LLC | 0001824263 | Feb 5, 2025 | 26 | $179.8M |
| Enterprise Financial Services Corp | 0001025835 | Feb 7, 2025 | 151 | $179.7M |
| Crux Wealth Advisors | 0002054270 | Feb 13, 2025 | 150 | $179.7M |
| CCG Wealth Management, LLC | 0001771169 | Jan 24, 2025 | 68 | $179.6M |
| Grand Wealth Management, LLC | 0001939443 | Feb 12, 2025 | 66 | $179.4M |
| GEM Asset Management, LLC | 0001963319 | Jan 29, 2025 | 91 | $179.4M |
| Axiom Financial Strategies, LLC | 0001831985 | Jan 22, 2025 | 42 | $179.3M |
| Security National Bank of So Dak | 0001105909 | Feb 14, 2025 | 108 | $179.3M |
| Haven Private, LLC | 0002053665 | Feb 7, 2025 | 136 | $179.1M |
| Kane Investment Management, Inc. | 0002056671 | Feb 13, 2025 | 90 | $179.0M |
| First County Bank | 0001983616 | Jan 7, 2025 | 146 | $179.0M |
| Fortitude Financial, LLC | 0002066105 | May 28, 2025 | 31 | $178.9M |
| Solstein Capital, LLC | 0001730769 | Feb 13, 2025 | 313 | $178.9M |
| Montz Harcus Wealth Management LLC | 0001918613 | Jan 29, 2025 | 74 | $178.9M |
| Orleans Capital Management Corp. | 0001013234 | Feb 12, 2025 | 94 | $178.8M |
| IVC Wealth Advisors LLC | 0001842811 | Jan 17, 2025 | 151 | $178.7M |
| Tribune Investment Group LP | 0002000730 | Feb 13, 2025 | 27 | $178.6M |
| Cincinnati Casualty Co. | 0001279888 | Feb 12, 2025 | 24 | $178.6M |
| NBZ Investment Advisors LLC | 0001998018 | Feb 12, 2025 | 65 | $178.6M |
| Roger Wittlin Investment Advisory, LLC | 0001911328 | Feb 12, 2025 | 43 | $178.6M |
| Integrity Wealth Solutions LLC | 0002006918 | Jan 22, 2025 | 96 | $178.5M |
| Avory & Company, LLC | 0001842766 | Feb 6, 2025 | 29 | $178.5M |
| Burns Matteson Capital Management, LLC | 0001894164 | Jan 29, 2025 | 161 | $178.3M |
| Constitution Capital LLC | 0001845531 | Jan 15, 2025 | 56 | $178.2M |
| Mudita Advisors LLP | 0001907809 | Feb 14, 2025 | 18 | $178.1M |
| University of Maryland Foundation, Inc. | 0001624050 | Feb 5, 2025 | 8 | $178.1M |
| Bardin Hill Management Partners LP | 0001616416 | Feb 14, 2025 | 27 | $178.1M |
| Richmond Investment Services, LLC | 0002031991 | Feb 19, 2025 | 106 | $178.1M |
| Alpha Family Trust | 0001568991 | Feb 14, 2025 | 156 | $178.1M |
| EMC Capital Management | 0001847772 | Jan 23, 2025 | 287 | $178.1M |
| Hall Kathryn A. | 0001512944 | Feb 12, 2025 | 20 | $178.1M |
| Clearfield Capital Management LP | 0001643569 | Feb 14, 2025 | 18 | $178.0M |
| IRON Financial LLC | 0001595509 | Jan 22, 2025 | 104 | $178.0M |
| Old North State Wealth Management, LLC | 0002041262 | Jan 27, 2025 | 113 | $177.9M |
| Park State Asset Management | 0001908423 | Feb 13, 2025 | 21 | $177.9M |
| Horizon Financial Services, LLC | 0001674020 | Feb 12, 2025 | 272 | $177.8M |
| MN Wealth Advisors, LLC | 0001992972 | Jan 30, 2025 | 97 | $177.7M |
| Retireful, LLC | 0001919176 | Jan 15, 2025 | 126 | $177.7M |
| FMB Wealth Management | 0002040224 | Jan 29, 2025 | 67 | $177.6M |
| MBE Wealth Management, LLC | 0001775850 | Jan 22, 2025 | 102 | $177.5M |
| Verity Asset Management, Inc. | 0001597298 | Jan 27, 2025 | 183 | $177.5M |
| Latitude Advisors, LLC | 0001843715 | Jan 29, 2025 | 185 | $177.5M |
| Carroll Investors, Inc | 0001911400 | Feb 13, 2025 | 29 | $177.3M |
| Mendon Capital Advisors Corp. | 0001177043 | Feb 14, 2025 | 39 | $177.3M |
| LCM Capital Management Inc | 0001861752 | Jan 27, 2025 | 98 | $177.3M |
| Value Partners Investments Inc. | 0001800916 | Feb 21, 2025 | 77 | $177.2M |
| Stash Investments, LLC | 0002008308 | Jan 27, 2025 | 5 | $177.1M |
| Emprise Bank | 0002018815 | Jan 13, 2025 | 100 | $177.1M |
| Blantyre Capital Ltd | 0001887451 | Feb 14, 2025 | 1 | $177.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0001730521 | Jan 16, 2025 | 134 | $177.0M |
| Sims Investment Management, LLC | 0002053807 | Feb 5, 2025 | 37 | $176.9M |
| Fox Hill Wealth Management | 0002016110 | Feb 11, 2025 | 128 | $176.8M |
| McBroom & Associates, LLC | 0001908893 | Jan 29, 2025 | 35 | $176.8M |
| Watchtower Advisors, LP | 0001807092 | Feb 13, 2025 | 14 | $176.7M |
| Kaizen Financial Strategies | 0001842013 | Feb 14, 2025 | 133 | $176.6M |
| Compass Financial Services Inc | 0002039088 | Jan 28, 2025 | 205 | $176.6M |
| Aflac Inc | 0000004977 | Feb 5, 2025 | 3 | $176.5M |
| Masterton Capital Management, LP | 0001817145 | Feb 14, 2025 | 22 | $176.5M |
| Capital Wealth Alliance, LLC | 0001803277 | Jan 29, 2025 | 80 | $176.5M |
| Cooper/Haims Advisors, LLC | 0001654033 | Feb 13, 2025 | 78 | $176.3M |
| Strengthening Families & Communities, LLC | 0001921196 | Jan 29, 2025 | 353 | $176.2M |
| Financial Futures Ltd Liability Co. | 0001911616 | Jan 24, 2025 | 54 | $176.2M |
| Index Venture Growth Associates IV Ltd | 0001865141 | Feb 14, 2025 | 1 | $176.1M |
| Highlander Partners, L.P. | 0001903866 | Feb 7, 2025 | 39 | $176.1M |
| Capital Square, LLC | 0001798736 | Feb 13, 2025 | 189 | $176.0M |
| Brentview Investment Management LLC | 0002052564 | Jan 24, 2025 | 41 | $176.0M |
| Rockbridge Asset Management LLC | 0002056320 | Feb 14, 2025 | 24 | $175.9M |
| Birchbrook, Inc. | 0002071468 | Jun 10, 2025 | 291 | $175.9M |
| Whipplewood Advisors, LLC | 0002052510 | Feb 5, 2025 | 1,184 | $175.9M |
| Loudon Investment Management, LLC | 0001597089 | Feb 11, 2025 | 96 | $175.9M |
| Summit Place Financial Advisors, LLC | 0001801413 | Feb 3, 2025 | 90 | $175.8M |
| Wrenne Financial Planning LLC | 0002023054 | Feb 10, 2025 | 41 | $175.8M |
| Mills Wealth Advisors LLC | 0002029294 | Feb 5, 2025 | 62 | $175.8M |