| NRI Wealth Management LC | 0002027950 | Jul 18, 2025 | 30 | $165.8M |
| Thomist Capital Management, LP | 0001767809 | Aug 13, 2025 | 35 | $165.8M |
| TRV GP V, LLC | 0001990717 | Aug 8, 2025 | 4 | $165.7M |
| NavPoint Financial, Inc. | 0002009813 | Jul 24, 2025 | 60 | $165.5M |
| SFG Wealth Management, LLC. | 0001908914 | Jul 28, 2025 | 83 | $165.5M |
| Masterton Capital Management, LP | 0001817145 | Aug 14, 2025 | 20 | $165.4M |
| Paul R. Ried Financial Group, LLC | 0002033053 | Aug 11, 2025 | 33 | $165.3M |
| Aurora Investment Managers, LLC. | 0001798485 | Jul 23, 2025 | 48 | $165.3M |
| Valley Financial Group, Inc. | 0002010327 | Aug 14, 2025 | 61 | $165.1M |
| Cromwell Holdings LLC | 0001894712 | Jul 21, 2025 | 1,007 | $164.9M |
| Bridge Generations Wealth Management LLC | 0002056071 | Jul 18, 2025 | 127 | $164.9M |
| Farrow Financial, Inc. | 0002010644 | Aug 11, 2025 | 51 | $164.8M |
| Trust Investment Advisors | 0001597690 | Aug 1, 2025 | 123 | $164.7M |
| Financial Architects, LLC | 0002008540 | Jul 21, 2025 | 27 | $164.6M |
| Stephenson & Company, Inc. | 0002001544 | Aug 8, 2025 | 42 | $164.6M |
| Better Money Decisions, LLC | 0001858428 | Aug 8, 2025 | 74 | $164.6M |
| Promethium Advisors,llc | 0002034073 | Aug 11, 2025 | 114 | $164.6M |
| Signature Resources Capital Management, LLC | 0001940917 | Jul 16, 2025 | 535 | $164.6M |
| Virginia Wealth Management Group, Inc. | 0001898282 | Jul 17, 2025 | 49 | $164.5M |
| Twin Lakes Capital Management, LLC | 0001847794 | Aug 1, 2025 | 221 | $164.4M |
| Bullseye Investment Management, LLC | 0001912451 | Aug 6, 2025 | 91 | $164.3M |
| Teton Advisors, Inc. | 0001444874 | Aug 13, 2025 | 184 | $164.3M |
| Ring Mountain Capital, LLC | 0002051343 | Aug 5, 2025 | 97 | $164.3M |
| Vitruvian Partners LLP | 0001692590 | Aug 11, 2025 | 7 | $164.2M |
| Gouws Capital LLC | 0001908828 | Aug 7, 2025 | 53 | $164.1M |
| Avory & Company, LLC | 0001842766 | Jul 31, 2025 | 31 | $164.0M |
| HFG Wealth Management, LLC | 0002027836 | Jul 9, 2025 | 50 | $164.0M |
| Everstar Asset Management, LLC | 0002023744 | Aug 13, 2025 | 192 | $164.0M |
| Trevian Wealth Management LLC | 0001901929 | Jul 24, 2025 | 33 | $164.0M |
| Horizon Family Wealth, Inc. | 0001910660 | Aug 8, 2025 | 76 | $163.9M |
| Lakehouse Capital Pty Ltd | 0001844830 | Aug 5, 2025 | 13 | $163.9M |
| Tilia Fiduciary Partners, Inc. | 0001910210 | Jul 21, 2025 | 115 | $163.8M |
| Honeycomb Asset Management LP | 0001675688 | Aug 14, 2025 | 18 | $163.7M |
| Virtus Advisers, LLC | 0001587281 | Feb 13, 2026 | 449 | $163.6M |
| Schwallier Wealth Management LLC | 0001934951 | Aug 14, 2025 | 51 | $163.6M |
| Sprinkle Financial Consultants LLC | 0002011593 | Jul 11, 2025 | 82 | $163.6M |
| Trademark Financial Management, LLC | 0002011736 | Jul 31, 2025 | 88 | $163.5M |
| Corrado Advisors, LLC | 0001482611 | Aug 1, 2025 | 112 | $163.5M |
| Motiv8 Investments LLC | 0002024873 | Jul 23, 2025 | 95 | $163.5M |
| Optimize Financial Inc. | 0002033266 | Aug 13, 2025 | 231 | $163.4M |
| MWA Asset Management | 0001903058 | Aug 12, 2025 | 118 | $163.4M |
| Bradley & Co. Private Wealth Management, LLC | 0001861678 | Aug 7, 2025 | 196 | $163.3M |
| TRV GP Iv, LLC | 0001688325 | Aug 8, 2025 | 3 | $163.3M |
| Crabel Capital Management, LLC | 0001536557 | Aug 13, 2025 | 48 | $163.3M |
| Stegner Investment Associates Inc. | 0001907433 | Jul 28, 2025 | 26 | $163.2M |
| Fidelity D & D Bancorp Inc. | 0001098151 | Aug 15, 2025 | 108 | $163.2M |
| Echo Wealth Management, LLC | 0001846994 | Jul 22, 2025 | 46 | $163.2M |
| Financial Designs Corp | 0001561383 | Jul 17, 2025 | 35 | $163.1M |
| Sphera Management Technology Funds Ltd | 0002030525 | Aug 14, 2025 | 62 | $163.0M |
| Client First Investment Management LLC | 0002018284 | Jul 9, 2025 | 26 | $163.0M |
| Worth Financial Advisory Group, LLC | 0001964358 | Jul 17, 2025 | 147 | $162.9M |
| Panoramic Investment Advisors, LLC | 0001967332 | Aug 7, 2025 | 121 | $162.9M |
| L.K. Benson & Company, P.C. | 0002055235 | Jul 23, 2025 | 99 | $162.8M |
| North Ridge Wealth Advisors, Inc. | 0001974277 | Aug 15, 2025 | 176 | $162.8M |
| RiverPark Advisors, LLC | 0001484256 | Aug 13, 2025 | 129 | $162.8M |
| Gimbal Financial | 0001835206 | Jul 30, 2025 | 47 | $162.8M |
| GraniteShares Advisors LLC | 0001839545 | Jul 17, 2025 | 91 | $162.7M |
| Successful Portfolios LLC | 0001721780 | Jul 21, 2025 | 169 | $162.7M |
| Clark Financial Services Group Inc. | 0001001011 | Aug 12, 2025 | 100 | $162.7M |
| Pandora Wealth, Inc. | 0002045414 | Jul 25, 2025 | 298 | $162.6M |
| Charter Oak Advisors LP | 0002022905 | Aug 13, 2025 | 14 | $162.6M |
| Alden Global Capital LLC | 0001616882 | Aug 14, 2025 | 20 | $162.5M |
| Northland Capital Management LLC | 0001693032 | Jul 14, 2025 | 31 | $162.4M |
| OxenFree Capital LLC | 0002009781 | Jul 11, 2025 | 45 | $162.4M |
| Godshalk Welsh Capital Management, Inc. | 0001631775 | Aug 14, 2025 | 130 | $162.3M |
| Sebold Capital Management, Inc. | 0001972836 | Aug 5, 2025 | 78 | $162.3M |
| Nicholson Wealth Management Group, LLC | 0002035982 | Jul 29, 2025 | 107 | $162.3M |
| Sard Wealth Management Group, LLC | 0002010095 | Jul 9, 2025 | 48 | $162.2M |
| Center For Asset Management LLC | 0001844878 | Jul 23, 2025 | 125 | $162.2M |
| Wealth Preservation Advisors, LLC | 0001968434 | Aug 14, 2025 | 588 | $162.2M |
| Aufman Associates Inc | 0001801573 | Aug 13, 2025 | 64 | $162.2M |
| Peoples Bank | 0000934866 | Jul 22, 2025 | 97 | $161.9M |
| Mainsail Asset Management, LLC | 0002016972 | Jul 23, 2025 | 61 | $161.8M |
| CNO Financial Group, Inc. | 0001224608 | Aug 8, 2025 | 10 | $161.8M |
| Defined Wealth Management, LLC | 0001849518 | Jul 9, 2025 | 106 | $161.7M |
| Kerusso Capital Management LLC | 0002029597 | Aug 4, 2025 | 57 | $161.6M |
| Fee-Only Financial Planning, L.C. | 0001954044 | Jul 17, 2025 | 41 | $161.5M |
| Tranquilli Financial Advisor LLC | 0001847769 | Aug 13, 2025 | 115 | $161.5M |
| Empirical Capital Management, LLC | 0001642274 | Aug 15, 2025 | 14 | $161.5M |
| Wolff Wiese Magana LLC | 0001832097 | Jul 17, 2025 | 984 | $161.5M |
| QTR Family Wealth, LLC | 0002067954 | Jul 18, 2025 | 186 | $161.5M |
| Hara Capital LLC | 0002010015 | Aug 14, 2025 | 329 | $161.4M |
| Pivotal bioVenture Partners Investment Advisor LLC | 0001844645 | Aug 13, 2025 | 12 | $161.3M |
| Gridiron Partners, LLC | 0001910867 | Jul 14, 2025 | 62 | $161.2M |
| Mission Hills Financial Advisory, LLC | 0002043220 | Jul 28, 2025 | 41 | $161.1M |
| OMNI 360 Wealth, Inc. | 0002010436 | Oct 27, 2025 | 113 | $161.1M |
| Frederick Financial Consultants, LLC | 0002055328 | Aug 5, 2025 | 103 | $161.0M |
| Diadema Partners LP | 0002026172 | Aug 14, 2025 | 46 | $160.8M |
| Hoge Financial Services, LLC | 0001989834 | Jul 31, 2025 | 63 | $160.8M |
| Ables, Iannone, Moore & Associates, Inc. | 0002013713 | Jul 7, 2025 | 56 | $160.8M |
| First National Bank of Hutchinson | 0001313871 | Jul 29, 2025 | 85 | $160.7M |
| Hudson Canyon Capital Management | 0001978883 | Aug 11, 2025 | 52 | $160.7M |
| Independence Asset Advisors, LLC | 0002010929 | Jul 29, 2025 | 17 | $160.7M |
| Strategic Financial Planning, Inc. | 0001802277 | Aug 13, 2025 | 38 | $160.6M |
| Broadway Wealth Solutions, Inc. | 0002021265 | Jul 18, 2025 | 94 | $160.6M |
| Kingsman Wealth Management, Inc. | 0002066184 | Jul 16, 2025 | 63 | $160.5M |
| TSG Consumer Partners LP | 0001910156 | Aug 12, 2025 | 1 | $160.5M |
| Prospect Financial Services LLC | 0002012519 | Aug 8, 2025 | 100 | $160.4M |
| Element Squared LLC | 0002086643 | Oct 7, 2025 | 55 | $160.4M |
| Straightline Group LLC | 0001444864 | Aug 14, 2025 | 12 | $160.3M |