| Kore Advisors LP | 0001971339 | Aug 13, 2024 | 12 | $126.2M |
| Crawford Fund Management, LLC | 0001816427 | Aug 14, 2024 | 30 | $126.2M |
| Mainsail Asset Management, LLC | 0002016972 | Aug 8, 2024 | 55 | $126.2M |
| Priebe Wealth Holdings LLC | 0002009646 | Jul 17, 2024 | 54 | $126.2M |
| Whalen Wealth Management Inc. | 0001894447 | Aug 1, 2024 | 101 | $126.2M |
| Frazier Financial Advisors, LLC | 0002002745 | Aug 12, 2024 | 1,005 | $126.0M |
| Wolff Wiese Magana LLC | 0001832097 | Jul 12, 2024 | 787 | $125.8M |
| MontVue Capital Management, Inc. | 0002008758 | Jul 24, 2024 | 59 | $125.7M |
| Indie Asset Partners, LLC | 0001802244 | Aug 5, 2024 | 101 | $125.6M |
| Taika Capital, LP | 0001886506 | Aug 14, 2024 | 42 | $125.5M |
| Providence Wealth Advisors, LLC | 0001744955 | Aug 9, 2024 | 79 | $125.4M |
| Horizons Wealth Management | 0001943228 | Jul 22, 2024 | 173 | $125.4M |
| Integrated Capital Management, Inc. | 0001608826 | Jul 12, 2024 | 79 | $125.3M |
| Primoris Wealth Advisors, LLC | 0001909619 | Aug 1, 2024 | 96 | $125.2M |
| Berry Wealth Group, LP | 0002008410 | Jul 31, 2024 | 81 | $125.2M |
| Cove Private Wealth, LLC | 0002015131 | Jul 24, 2024 | 75 | $125.1M |
| Copperleaf Capital, LLC | 0001802225 | Aug 13, 2024 | 88 | $125.1M |
| QVIDTVM Management LLC | 0001912226 | Aug 13, 2024 | 7 | $125.0M |
| POM Investment Strategies, LLC | 0001906322 | Jul 25, 2024 | 324 | $125.0M |
| Crew Capital Management, Ltd | 0001835669 | Jul 26, 2024 | 114 | $125.0M |
| White Wing Wealth Management | 0002001473 | Aug 1, 2024 | 29 | $125.0M |
| Second Half Financial Partners, LLC | 0001946654 | Aug 8, 2024 | 40 | $124.9M |
| Lionsbridge Wealth Management LLC | 0001800533 | Jul 15, 2024 | 57 | $124.8M |
| Muzinich & Co., Inc. | 0001618824 | Aug 7, 2024 | 36 | $124.8M |
| Northern Financial Advisors Inc | 0001962457 | Aug 5, 2024 | 103 | $124.7M |
| Greycroft LP | 0001910274 | Aug 14, 2024 | 8 | $124.6M |
| Tevis Investment Management | 0001940416 | Jul 23, 2024 | 88 | $124.5M |
| Green Alpha Advisors, LLC | 0001439207 | Aug 13, 2024 | 138 | $124.5M |
| Harbert Fund Advisors, LLC | 0001616659 | Aug 14, 2024 | 89 | $124.4M |
| Emergent Wealth Advisors, LLC | 0001799880 | Dec 16, 2025 | 108 | $124.4M |
| Cohen Investment Advisors LLC | 0001845081 | Jul 26, 2024 | 76 | $124.4M |
| Clayton Partners LLC | 0001550509 | Aug 13, 2024 | 36 | $124.3M |
| Dentgroup LLC | 0001867570 | Jul 8, 2024 | 81 | $124.1M |
| Kellett Wealth Advisors, LLC | 0001910381 | Aug 12, 2024 | 69 | $124.0M |
| Dean, Jacobson Financial Services, LLC | 0001869456 | Aug 12, 2024 | 12 | $123.9M |
| Mosaic Advisors LLC | 0001808523 | Jul 30, 2024 | 15 | $123.9M |
| Salzhauer Michael | 0001059543 | Aug 9, 2024 | 73 | $123.9M |
| Hamilton Lane Advisors LLC | 0001573767 | Jul 17, 2024 | 20 | $123.9M |
| Clifford Group, LLC | 0001965522 | Aug 12, 2024 | 73 | $123.9M |
| Oceanside Advisors LLC | 0002012184 | Jul 25, 2024 | 47 | $123.7M |
| FMA Wealth Management, LLC | 0002011155 | Jul 18, 2024 | 43 | $123.7M |
| Patrick M Sweeney & Associates, Inc. | 0002010453 | Jul 17, 2024 | 139 | $123.7M |
| Eagle Wealth Strategies LLC | 0002009882 | Jul 18, 2024 | 89 | $123.7M |
| Latash Investments, LLC | 0001317961 | Aug 14, 2024 | 17 | $123.5M |
| Napatree Capital LLC | 0002015964 | Aug 13, 2024 | 136 | $123.4M |
| Wealthstar Advisors, LLC | 0001602224 | Jul 18, 2024 | 28 | $123.3M |
| Stonekeep Investments, LLC | 0002032486 | Aug 6, 2024 | 48 | $123.3M |
| Elevate Wealth Advisory, Inc. | 0002011651 | Aug 12, 2024 | 111 | $123.2M |
| PB Investment Partners, L.P. | 0001910391 | Aug 13, 2024 | 9 | $123.2M |
| Zeit Capital LLC | 0001808163 | Jul 11, 2024 | 29 | $123.2M |
| BRC Group Holdings, Inc. | 0001464790 | Aug 14, 2024 | 16 | $123.1M |
| CAP Partners, LLC | 0002006870 | Jul 19, 2024 | 126 | $123.1M |
| Schwallier Wealth Management LLC | 0001934951 | Aug 13, 2024 | 28 | $123.1M |
| Sage Advisors, LLC | 0002032121 | Sep 27, 2024 | 25 | $123.0M |
| Widmann Financial Services, Inc. | 0001906640 | Aug 14, 2024 | 134 | $122.9M |
| Private Portfolio Partners LLC | 0001766520 | Aug 15, 2024 | 89 | $122.9M |
| Trademark Financial Management, LLC | 0002011736 | Jul 30, 2024 | 86 | $122.8M |
| Atlantic Private Wealth, LLC | 0001893143 | Aug 12, 2024 | 106 | $122.8M |
| Delphi Management Inc. | 0000767684 | Aug 26, 2024 | 80 | $122.7M |
| Keene & Associates, Inc. | 0001907874 | Aug 9, 2024 | 75 | $122.6M |
| Seamount Financial Group Inc. | 0002011267 | Jul 18, 2024 | 87 | $122.6M |
| Unionview, LLC | 0001908167 | Aug 2, 2024 | 90 | $122.5M |
| Yorktown Energy Partners XI, L.P. | 0001667954 | Aug 13, 2024 | 3 | $122.4M |
| Harvest Management LLC | 0001140315 | Aug 14, 2024 | 38 | $122.4M |
| Nabity-Jensen Investment Management Inc | 0002044851 | Dec 9, 2024 | 65 | $122.3M |
| TCG Capital Management, LP | 0001930483 | Jul 18, 2024 | 1 | $122.2M |
| Hoge Financial Services, LLC | 0001989834 | Aug 8, 2024 | 50 | $122.0M |
| Safir Wealth Advisors, LLC | 0001830103 | Jul 15, 2024 | 15 | $122.0M |
| Tao Capital Management LP | 0001802967 | Aug 7, 2024 | 10 | $122.0M |
| Virginia Wealth Management Group, Inc. | 0001898282 | Jul 17, 2024 | 55 | $121.9M |
| Breach Inlet Capital Management, LLC | 0002009914 | Aug 14, 2024 | 11 | $121.9M |
| Del-Sette Capital Management, LLC | 0001610580 | Aug 2, 2024 | 38 | $121.8M |
| Kure Advisory, LLC | 0001986795 | Jul 16, 2024 | 37 | $121.8M |
| Clear Point Advisors Inc. | 0002010474 | Aug 14, 2024 | 569 | $121.8M |
| Pelion, Inc. | 0001787862 | Aug 14, 2024 | 4 | $121.6M |
| Able Wealth Management LLC | 0002011908 | Nov 1, 2024 | 81 | $121.5M |
| M3 Advisory Group, LLC | 0002014826 | Jul 22, 2024 | 130 | $121.5M |
| Hauser Brothers GmbH | 0001508236 | Aug 5, 2024 | 10 | $121.3M |
| Golden Road Advisors LLC | 0002014454 | Jul 31, 2024 | 36 | $121.3M |
| Forest Hill Capital, LLC | 0001316550 | Aug 14, 2024 | 39 | $121.2M |
| LifeSteps Financial, Inc. | 0001801373 | Jul 17, 2024 | 81 | $121.1M |
| Pacific Wealth Strategies Group, Inc. | 0001766571 | Jul 22, 2024 | 48 | $121.1M |
| 4J Wealth Management LLC | 0001840775 | Jul 18, 2024 | 86 | $121.0M |
| CPR Investments Inc. | 0001775053 | Jul 19, 2024 | 42 | $120.9M |
| Silvia McColl Wealth Management, LLC | 0001991983 | Jul 16, 2024 | 110 | $120.9M |
| RiverPark Advisors, LLC | 0001484256 | Jul 26, 2024 | 131 | $120.8M |
| Live Oak Investment Partners | 0001822262 | Jul 16, 2024 | 282 | $120.8M |
| Castle Creek Capital Partners VI, LP | 0001666749 | Aug 13, 2024 | 4 | $120.8M |
| Alden Global Capital LLC | 0001616882 | Aug 14, 2024 | 19 | $120.7M |
| Vienna Asset Management LLC | 0001913545 | Aug 14, 2024 | 47 | $120.7M |
| Pullen Investment Management, LLC | 0002011668 | Jul 26, 2024 | 99 | $120.7M |
| Finivi Inc. | 0002101641 | Dec 19, 2025 | 90 | $120.7M |
| Andrew Hill Investment Advisors, Inc. | 0001897071 | Jul 15, 2024 | 48 | $120.7M |
| Processus Wealth & Capital Management, LLC | 0002014209 | Jul 24, 2024 | 33 | $120.6M |
| Coalescence Partners Investment Management, LP | 0001759662 | Aug 14, 2024 | 11 | $120.6M |
| 1858 Wealth Management, LLC | 0002011812 | Jul 18, 2024 | 117 | $120.5M |
| AEGON USA Investment Management, LLC | 0001454937 | Jul 23, 2024 | 35 | $120.3M |
| Grizzlyrock Capital, LLC | 0002011732 | Aug 14, 2024 | 19 | $120.3M |
| RPM Capital Partners, LLC | 0001555433 | Jul 25, 2024 | 1 | $120.3M |
| Signature Resources Capital Management, LLC | 0001940917 | Jul 18, 2024 | 421 | $120.3M |