| Rockingstone Advisors LLC | 0002027176 | Jul 22, 2025 | 105 | $190.2M |
| Cobblestone Asset Management LLC | 0001994512 | Jul 14, 2025 | 69 | $190.1M |
| Helix Partners Management LP | 0001995612 | Aug 13, 2025 | 12 | $190.1M |
| CMG Global Holdings, LLC | 0001839445 | Jul 30, 2025 | 90 | $190.0M |
| Edge Financial Advisors LLC | 0002011402 | Jul 24, 2025 | 124 | $189.8M |
| Triavera Capital LLC | 0002011325 | Aug 13, 2025 | 18 | $189.8M |
| Wealth Advisors Northwest LLC | 0002053892 | Jul 24, 2025 | 61 | $189.8M |
| CCG Wealth Management, LLC | 0001771169 | Jul 25, 2025 | 80 | $189.8M |
| Midwest Capital Advisors, LLC | 0002026480 | Jul 25, 2025 | 188 | $189.7M |
| Spring Capital Management, LLC | 0001899146 | Jul 11, 2025 | 51 | $189.7M |
| Aurora Investment Counsel | 0001316397 | Jul 30, 2025 | 107 | $189.7M |
| NorthStar Asset Management LLC | 0002011587 | Aug 12, 2025 | 94 | $189.6M |
| Innealta Capital, LLC | 0001752579 | Aug 6, 2025 | 104 | $189.6M |
| Monashee Investment Management LLC | 0001627608 | Aug 11, 2025 | 40 | $189.5M |
| Ridgecrest Wealth Partners, LLC | 0001860719 | Jul 15, 2025 | 111 | $189.5M |
| Udine Wealth Management, Inc. | 0001907240 | Jul 25, 2025 | 35 | $189.4M |
| Peninsula Asset Management Inc. | 0001091923 | Aug 7, 2025 | 45 | $189.4M |
| Agp Franklin, LLC | 0002056566 | Aug 12, 2025 | 82 | $189.0M |
| OnyxPoint Global Management LP | 0001961491 | Aug 14, 2025 | 7 | $189.0M |
| Harrington Investments, INC | 0001386364 | Jul 14, 2025 | 83 | $189.0M |
| Legacy Investment Solutions, LLC | 0002044858 | Aug 6, 2025 | 741 | $189.0M |
| Legacy Wealth Managment, LLC | 0002045082 | Aug 6, 2025 | 741 | $189.0M |
| Krensavage Asset Management, LLC | 0001609251 | Aug 15, 2025 | 15 | $188.9M |
| IRON Financial LLC | 0001595509 | Jul 25, 2025 | 121 | $188.9M |
| Cincinnati Casualty Co. | 0001279888 | Aug 7, 2025 | 24 | $188.8M |
| Dalton Investments, Inc. | 0001388838 | Aug 7, 2025 | 20 | $188.8M |
| Traveka Wealth, LLC | 0002009176 | Jul 16, 2025 | 139 | $188.8M |
| Carroll Investors, Inc | 0001911400 | Aug 13, 2025 | 31 | $188.7M |
| PACK Private Wealth, LLC | 0001907212 | Aug 13, 2025 | 48 | $188.7M |
| Nalanda India Fund LTD | 0001430193 | Jul 31, 2025 | 1 | $188.7M |
| Horizon Financial Services, LLC | 0001674020 | Aug 12, 2025 | 320 | $188.6M |
| Orleans Capital Management Corp. | 0001013234 | Aug 13, 2025 | 108 | $188.5M |
| New Mountain Capital, L.L.C. | 0001407718 | Aug 14, 2025 | 1 | $188.4M |
| Intelligent Financial Strategies | 0001911000 | Jul 31, 2025 | 85 | $188.4M |
| Citrine Capital LLC | 0002053242 | Jul 18, 2025 | 40 | $188.3M |
| Saranac Partners Ltd | 0002098745 | Dec 15, 2025 | 71 | $188.2M |
| 4Thought Financial Group Inc. | 0001840261 | Jul 22, 2025 | 90 | $188.2M |
| Taylor Frigon Capital Management LLC | 0001632665 | Jul 17, 2025 | 90 | $188.1M |
| Private Wealth Group, LLC | 0001512780 | Jul 22, 2025 | 63 | $188.0M |
| Ade, LLC | 0001845950 | Aug 12, 2025 | 79 | $188.0M |
| Bracebridge Capital, LLC | 0001426486 | Aug 14, 2025 | 31 | $188.0M |
| Asset Planning Corporation | 0000007773 | Jul 23, 2025 | 43 | $187.9M |
| Blue Investment Opportunities, LLC - Project Breeze Series 1 | 0002032685 | Aug 12, 2025 | 1 | $187.9M |
| Glass Wealth Management Co LLC | 0002017692 | Jul 22, 2025 | 56 | $187.8M |
| EnCap Energy Capital Fund X, L.P. | 0001636722 | Aug 14, 2025 | 1 | $187.8M |
| Dilation Capital Management LP | 0001922880 | Aug 13, 2025 | 20 | $187.7M |
| Mark Sheptoff Financial Planning, LLC | 0001607355 | Aug 6, 2025 | 512 | $187.6M |
| HRC Wealth Management, LLC | 0002009521 | Jul 22, 2025 | 51 | $187.6M |
| Capital Square, LLC | 0001798736 | Aug 11, 2025 | 201 | $187.6M |
| Fogel Capital Management, Inc. | 0002011427 | Jul 30, 2025 | 53 | $187.5M |
| Westbourne Investments, Inc. | 0000932929 | Jul 9, 2025 | 140 | $187.5M |
| Diametric Capital, LP | 0001719087 | Aug 13, 2025 | 315 | $187.4M |
| Wynn Capital, LLC | 0002009900 | Jul 22, 2025 | 110 | $187.4M |
| International City Management Association Retirement Corp | 0001691813 | Aug 13, 2025 | 6 | $187.4M |
| Enterprise Financial Services Corp | 0001025835 | Aug 12, 2025 | 161 | $187.4M |
| PJT Investments Corp. | 0002080606 | Aug 14, 2025 | 6 | $187.4M |
| Hippocratic Financial Advisors, LLC | 0002055803 | Jul 15, 2025 | 24 | $187.2M |
| Leslie Global Wealth, LLC | 0001954832 | Aug 13, 2025 | 73 | $187.1M |
| Finer Wealth Management, Inc. | 0001929071 | Aug 13, 2025 | 86 | $187.1M |
| Global Trust Asset Management, LLC | 0001729672 | Jul 17, 2025 | 480 | $187.0M |
| Perry Creek Capital LP | 0001769704 | Aug 14, 2025 | 11 | $187.0M |
| Sovereign's Capital Management, LLC | 0001911637 | Aug 14, 2025 | 77 | $186.9M |
| Threadgill Financial, LLC | 0001814104 | Jul 10, 2025 | 47 | $186.9M |
| Compass Wealth Management, LLC | 0002076480 | Aug 14, 2025 | 59 | $186.8M |
| Kempner Capital Management Inc. | 0000898399 | Jul 15, 2025 | 47 | $186.7M |
| GSI Capital Advisors LLC | 0001391974 | Aug 12, 2025 | 30 | $186.7M |
| Financial Futures Ltd Liability Co. | 0001911616 | Jul 29, 2025 | 63 | $186.6M |
| Birchbrook, Inc. | 0002071468 | Aug 11, 2025 | 276 | $186.6M |
| Strategic Investment Management, LLC | 0000846633 | Jul 30, 2025 | 12 | $186.6M |
| Resolute Wealth Strategies, LLC | 0001973981 | Aug 12, 2025 | 101 | $186.6M |
| Western Financial Corp | 0001954480 | Jul 17, 2025 | 122 | $186.6M |
| Pennington Partners & Co., LLC | 0001779355 | Aug 14, 2025 | 81 | $186.5M |
| CarsonAllaria Wealth Management, Ltd. | 0001900946 | Jul 24, 2025 | 357 | $186.5M |
| Aull & Monroe Investment Management Corp | 0001387615 | Jul 29, 2025 | 123 | $186.4M |
| Cambridge Capital Management, LLC | 0002078994 | Jul 30, 2025 | 40 | $186.4M |
| Beaumont Asset Management, L.L.C. | 0001798756 | Jul 23, 2025 | 65 | $186.3M |
| Horizon Advisory Services, Inc. | 0001799006 | Jul 23, 2025 | 46 | $186.1M |
| Wealth Management Strategies, Inc. | 0002057285 | Aug 17, 2026 | 39 | $186.1M |
| Pelham Capital Ltd. | 0001654111 | Jul 18, 2025 | 13 | $186.0M |
| Capital Wealth Alliance, LLC | 0001803277 | Jul 30, 2025 | 74 | $186.0M |
| 4D Advisors, LLC | 0001938268 | Aug 14, 2025 | 34 | $186.0M |
| Gray Private Wealth, LLC | 0001928877 | Jul 21, 2025 | 46 | $186.0M |
| First County Bank | 0001983616 | Jul 17, 2025 | 164 | $186.0M |
| Optima Capital LLC | 0002070972 | Jul 15, 2025 | 151 | $185.9M |
| Sagil Capital LLP | 0001747744 | Aug 12, 2025 | 17 | $185.8M |
| Cornerstone Enterprises, LLC | 0001987314 | Jul 23, 2025 | 32 | $185.8M |
| Financial Freedom, LLC | 0001965484 | Aug 13, 2025 | 353 | $185.6M |
| Menlo Advisors LLC | 0001279708 | Aug 6, 2025 | 29 | $185.6M |
| EMC Capital Management | 0001847772 | Aug 11, 2025 | 303 | $185.4M |
| Brooks, Moore & Associates, Inc. | 0001767040 | Aug 15, 2025 | 105 | $185.3M |
| Murchinson Ltd. | 0001838556 | Aug 14, 2025 | 54 | $185.1M |
| Astor Investment Management LLC | 0001598416 | Jul 18, 2025 | 28 | $185.1M |
| Lipe & Dalton | 0001570396 | Aug 1, 2025 | 90 | $185.0M |
| Hunting Hill Global Capital, LLC | 0001697398 | Aug 14, 2025 | 80 | $185.0M |
| Riverstone Advisors, LLC | 0001763404 | Aug 12, 2025 | 59 | $185.0M |
| Gullane Capital, LLC | 0002068251 | Sep 2, 2025 | 3 | $185.0M |
| Northwest Capital Management Inc | 0001730404 | Jul 25, 2025 | 352 | $184.7M |
| Alamar Capital Management, LLC | 0001846995 | Jul 31, 2025 | 73 | $184.6M |
| Pacific Point Advisors, LLC | 0002056976 | Jul 18, 2025 | 116 | $184.5M |
| Kieckhefer Group LLC | 0002051613 | Jul 14, 2025 | 50 | $184.4M |