| R.H. Dinel Investment Counsel, Inc. | 0001598352 | Oct 11, 2024 | 42 | $160.1M |
| Revisor Wealth Management LLC | 0001887409 | Nov 12, 2024 | 175 | $160.0M |
| Omega Fund Management, LLC | 0001637359 | Nov 14, 2024 | 11 | $160.0M |
| Williams Financial, LLC | 0001846923 | Oct 22, 2024 | 18 | $160.0M |
| Guardian Financial Partners, LLC | 0001723514 | Nov 1, 2024 | 44 | $159.9M |
| AyurMaya Capital Management Company, LP | 0001975990 | Nov 14, 2024 | 2 | $159.7M |
| Cornerstone Enterprises, LLC | 0001987314 | Feb 13, 2025 | 30 | $159.7M |
| Corrado Advisors, LLC | 0001482611 | Nov 1, 2024 | 103 | $159.7M |
| Quartz Partners, LLC | 0001659978 | Nov 8, 2024 | 146 | $159.6M |
| Paradigm, Strategies in Wealth Management, LLC | 0001859579 | Oct 24, 2024 | 54 | $159.6M |
| Diamant Asset Management, Inc. | 0001731124 | Nov 20, 2024 | 75 | $159.6M |
| Virginia Wealth Management Group, Inc. | 0001898282 | Oct 9, 2024 | 55 | $159.5M |
| Lancaster Investment Management | 0001630064 | Nov 1, 2024 | 7 | $159.5M |
| Nicholas Wealth, LLC. | 0001911391 | Oct 29, 2024 | 101 | $159.5M |
| Tranquilli Financial Advisor LLC | 0001847769 | Nov 14, 2024 | 107 | $159.5M |
| Yunqi Capital Ltd | 0001912273 | Nov 12, 2024 | 5 | $159.3M |
| Covestor Ltd | 0001909846 | Nov 1, 2024 | 2,828 | $159.3M |
| Carson Advisory Inc. | 0001909304 | Nov 1, 2024 | 177 | $159.3M |
| Mid-American Wealth Advisory Group, Inc. | 0001911264 | Oct 2, 2024 | 44 | $159.3M |
| KilterHowling LLC | 0001759354 | Nov 12, 2024 | 50 | $159.2M |
| Fairbanks Capital Management, Inc. | 0001681372 | Nov 13, 2024 | 51 | $159.2M |
| Asset Allocation & Management Company, LLC | 0001498383 | Oct 22, 2024 | 47 | $159.1M |
| Lakeside Advisors, INC. | 0001913467 | Oct 29, 2024 | 64 | $159.1M |
| Tenret Co LLC | 0001874146 | Nov 14, 2024 | 33 | $159.0M |
| Criterion Capital Advisors, LLC | 0001765884 | Oct 21, 2024 | 348 | $158.9M |
| Creegan & Nassoura Financial Group, LLC | 0001631054 | Nov 14, 2024 | 77 | $158.7M |
| Farrow Financial, Inc. | 0002010644 | Oct 24, 2024 | 52 | $158.7M |
| Robocap Asset Management Ltd | 0002030580 | Jan 28, 2025 | 24 | $158.7M |
| Swisher Financial Concepts, Inc. | 0001947503 | Nov 5, 2024 | 87 | $158.7M |
| Values Added Financial LLC | 0001973921 | Oct 28, 2024 | 105 | $158.6M |
| Massachusetts Wealth Management | 0001966011 | Oct 23, 2024 | 88 | $158.6M |
| Mayfair Advisory Group, LLC | 0001801926 | Oct 23, 2024 | 154 | $158.6M |
| Fortitude Advisory Group L.L.C. | 0001928999 | Nov 13, 2024 | 208 | $158.5M |
| Bancreek Capital Management, LP | 0001852042 | Nov 5, 2024 | 20 | $158.5M |
| Pinnacle Wealth Management Group, Inc. | 0001868491 | Oct 10, 2024 | 118 | $158.5M |
| Disciplined Equity Management, Inc. | 0001909380 | Oct 11, 2024 | 63 | $158.4M |
| Pring Turner Capital Group Inc. | 0001568839 | Nov 13, 2024 | 69 | $158.4M |
| Palouse Capital Management, Inc. | 0001056516 | Oct 21, 2024 | 122 | $158.3M |
| Nipun Capital, L.P. | 0001781566 | Oct 30, 2024 | 7 | $158.3M |
| Northern Capital Management, Inc. | 0001581794 | Nov 12, 2024 | 41 | $158.3M |
| Stonepine Capital Management, LLC | 0001440771 | Nov 13, 2024 | 38 | $158.2M |
| Sowa Financial Group, Inc. | 0001806226 | Oct 10, 2024 | 31 | $158.2M |
| Godshalk Welsh Capital Management, Inc. | 0001631775 | Nov 13, 2024 | 124 | $158.2M |
| Periscope Capital Inc. | 0001695320 | Nov 12, 2024 | 249 | $158.2M |
| Summit Securities Group LLC | 0001531593 | Nov 7, 2024 | 455 | $158.2M |
| Aerodigm Wealth, LLC | 0001927705 | Nov 12, 2024 | 63 | $158.2M |
| Catawba River Capital | 0001843303 | Oct 18, 2024 | 18 | $158.1M |
| McCarter Private Wealth Services LLC | 0002036922 | Nov 14, 2024 | 102 | $158.1M |
| Investments & Financial Planning, LLC | 0001909307 | Oct 15, 2024 | 33 | $157.9M |
| Kiely Wealth Advisory Group, Inc. | 0002005660 | Nov 14, 2024 | 313 | $157.8M |
| MSD Partners, L.P. | 0001514334 | Nov 14, 2024 | 17 | $157.7M |
| Otter Creek Advisors, LLC | 0001640361 | Nov 12, 2024 | 35 | $157.6M |
| Woodward Diversified Capital, LLC | 0001846177 | Nov 1, 2024 | 160 | $157.6M |
| Archvest Wealth Advisors, Inc. | 0001910174 | Nov 4, 2024 | 73 | $157.6M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0002043130 | Feb 5, 2025 | 124 | $157.5M |
| Chou Associates Management Inc. | 0001389403 | Nov 8, 2024 | 32 | $157.5M |
| Kerusso Capital Management LLC | 0002029597 | Nov 1, 2024 | 57 | $157.4M |
| Richardson Financial Services Inc. | 0002012303 | Oct 24, 2024 | 600 | $157.4M |
| Salzhauer Michael | 0001059543 | Nov 7, 2024 | 78 | $157.3M |
| Aflac Inc | 0000004977 | Nov 1, 2024 | 4 | $157.2M |
| Bright Financial Advisors, Inc. | 0002022456 | Oct 10, 2024 | 53 | $157.2M |
| Cascade Investment Advisors, Inc. | 0001681490 | Oct 2, 2024 | 111 | $157.1M |
| Kopp Family Office, LLC | 0001683689 | Dec 31, 2024 | 22 | $157.0M |
| Trust Investment Advisors | 0001597690 | Nov 12, 2024 | 119 | $157.0M |
| HFG Wealth Management, LLC | 0002027836 | Oct 4, 2024 | 40 | $156.9M |
| Hyperion Partners, LLC | 0001971715 | Oct 9, 2024 | 73 | $156.7M |
| Great Hill Partners, L.P. | 0001231756 | Nov 14, 2024 | 1 | $156.7M |
| Presidio Capital Management, LLC | 0001931750 | Oct 31, 2024 | 71 | $156.5M |
| Peterson Wealth Management | 0001785144 | Nov 14, 2024 | 48 | $156.5M |
| LifePlan Investment Advisors, Inc. | 0002045484 | Jan 21, 2025 | 93 | $156.4M |
| EnCap Energy Capital Fund VIII, L.P. | 0001504103 | Nov 14, 2024 | 3 | $156.4M |
| Triton Financial Group Inc | 0001811805 | Oct 25, 2024 | 110 | $156.3M |
| Regents of the University of California | 0000315054 | Nov 12, 2024 | 2 | $156.2M |
| Albert D Mason Inc. | 0001169318 | Oct 22, 2024 | 146 | $156.1M |
| Prentiss Smith & Co. Inc. | 0001134687 | Oct 21, 2024 | 69 | $156.1M |
| Fee-Only Financial Planning, L.C. | 0001954044 | Nov 4, 2024 | 40 | $156.1M |
| Aurora Investment Managers, LLC. | 0001798485 | Oct 17, 2024 | 45 | $156.1M |
| Graphene Investments SAS | 0001965776 | Oct 15, 2024 | 46 | $155.9M |
| Ervin Investment Management, LLC | 0001907802 | Oct 16, 2024 | 39 | $155.8M |
| Forthright Family Wealth Advisory LLC | 0002008648 | Dec 9, 2024 | 63 | $155.7M |
| Cromwell Holdings LLC | 0001894712 | Oct 23, 2024 | 608 | $155.6M |
| Granite Group Advisors, LLC | 0002018114 | Oct 31, 2024 | 82 | $155.6M |
| Elkhorn Partners Limited Partnership | 0000928400 | Nov 13, 2024 | 45 | $155.6M |
| Caitlin John, LLC | 0002010947 | Nov 14, 2024 | 838 | $155.6M |
| Aufman Associates Inc | 0001801573 | Nov 13, 2024 | 64 | $155.6M |
| Crown Advisors Management, Inc. | 0001733248 | Nov 12, 2024 | 41 | $155.4M |
| Wheelhouse Advisory Group LLC | 0001998946 | Oct 29, 2024 | 43 | $155.4M |
| Candelo Capital Management LP | 0001845660 | Nov 14, 2024 | 25 | $155.4M |
| Boyar Asset Management Inc. | 0001218254 | Nov 22, 2024 | 79 | $155.3M |
| Twin Lakes Capital Management, LLC | 0001847794 | Nov 18, 2024 | 239 | $155.2M |
| Hahn Capital Management LLC | 0001171592 | Oct 23, 2024 | 29 | $155.2M |
| Aspen Wealth Strategies, LLC | 0001972517 | Oct 28, 2024 | 81 | $155.2M |
| Oep Capital Advisors, L.P. | 0001817681 | Nov 14, 2024 | 1 | $155.2M |
| Family Capital Management, Inc. | 0001964344 | Nov 12, 2024 | 68 | $155.2M |
| Financial Architects, LLC | 0002008540 | Oct 23, 2024 | 21 | $155.2M |
| Cosner Financial Group, LLC | 0001674627 | Nov 14, 2024 | 36 | $155.1M |
| Mendon Capital Advisors Corp. | 0001177043 | Nov 14, 2024 | 40 | $155.0M |
| V2 Financial group LLC | 0002022843 | Nov 5, 2024 | 79 | $155.0M |
| Financial Designs Corp | 0001561383 | Oct 18, 2024 | 20 | $155.0M |
| Higgins & Schmidt Wealth Strategies LLC | 0001941260 | Mar 25, 2025 | 53 | $154.9M |