| Sage Private Wealth Group, LLC | 0001845635 | Jan 29, 2025 | 92 | $127.0M |
| Summer Road LLC | 0001604873 | Nov 14, 2024 | 26 | $127.0M |
| Sage Advisors, LLC | 0002032121 | Nov 6, 2024 | 25 | $127.0M |
| Muzinich & Co., Inc. | 0001618824 | Nov 6, 2024 | 38 | $126.7M |
| Merkkuri Wealth Advisors LLC | 0002040317 | Oct 23, 2024 | 83 | $126.7M |
| Lionsbridge Wealth Management LLC | 0001800533 | Nov 1, 2024 | 68 | $126.6M |
| Davis Capital Management | 0001811806 | Oct 1, 2024 | 335 | $126.4M |
| American Planning Services, Inc. | 0001906656 | Nov 14, 2024 | 53 | $126.4M |
| IFS Advisors, LLC | 0001765617 | Oct 15, 2024 | 158 | $126.3M |
| Meadow Creek Wealth Advisors LLC | 0001801107 | Oct 22, 2024 | 133 | $126.1M |
| Trademark Financial Management, LLC | 0002011736 | Oct 31, 2024 | 93 | $126.1M |
| Lodbrok Capital LLP | 0001778719 | Nov 14, 2024 | 4 | $126.0M |
| Grafton Street Partners Fund, LP | 0001921789 | Nov 5, 2024 | 13 | $126.0M |
| St. Louis Financial Planners Asset Management, LLC | 0001966171 | Oct 8, 2024 | 31 | $125.9M |
| Legacies Wealth LLC | 0001755933 | Oct 30, 2024 | 110 | $125.9M |
| Uhlmann Price Securities, LLC | 0001035344 | Jul 30, 2025 | 178 | $125.8M |
| Magnolia Capital Management Ltd. | 0001802361 | Oct 21, 2024 | 71 | $125.8M |
| Mount Vernon Associates Inc. | 0000799003 | Oct 15, 2024 | 53 | $125.6M |
| Northwest Financial Advisors | 0002010635 | Nov 13, 2024 | 571 | $125.6M |
| Accordant Advisory Group Inc | 0002013499 | Oct 22, 2024 | 144 | $125.5M |
| Laraway Financial Advisors Inc | 0001908275 | Nov 15, 2024 | 116 | $125.4M |
| Catalys Pacific, LLC | 0002011385 | Nov 12, 2024 | 3 | $125.4M |
| Ridgepath Capital Management LLC | 0001943071 | Oct 24, 2024 | 44 | $125.4M |
| Gordian Advisors LLC | 0002011856 | Oct 30, 2024 | 40 | $125.4M |
| Barnes Pettey Financial Advisors, LLC | 0001908288 | Oct 24, 2024 | 100 | $125.4M |
| CM Management, LLC | 0001841857 | Nov 12, 2024 | 64 | $125.3M |
| Revere Asset Management, Inc | 0001849529 | Feb 26, 2026 | 25 | $125.3M |
| Diker Management LLC | 0001276525 | Nov 14, 2024 | 42 | $125.3M |
| A. D. Beadell Investment Counsel, Inc. | 0001569102 | Oct 9, 2024 | 85 | $125.2M |
| Oracle Investment Management Inc. | 0001012622 | Nov 14, 2024 | 15 | $125.1M |
| Opinicus Capital, Inc. | 0002009743 | Nov 4, 2024 | 99 | $125.1M |
| Crew Capital Management, Ltd | 0001835669 | Oct 21, 2024 | 132 | $125.1M |
| Bush Investment Group, LLC | 0001966640 | Dec 3, 2024 | 31 | $125.1M |
| Guerra Pan Advisors, LLC | 0001910386 | Nov 4, 2024 | 106 | $125.0M |
| Seed Wealth Management, Inc. | 0001963728 | Nov 4, 2024 | 157 | $125.0M |
| Exane Asset Management | 0001666256 | Nov 5, 2024 | 18 | $124.9M |
| Jones Road Capital Management, L.P. | 0001842361 | Nov 13, 2024 | 24 | $124.9M |
| Klein Pavlis & Peasley Financial, Inc. | 0001907480 | Oct 24, 2024 | 80 | $124.9M |
| Oppenheimer & Close, LLC | 0001591377 | Oct 17, 2024 | 51 | $124.8M |
| Viewpoint Investment Partners Corp. | 0001767457 | Oct 15, 2024 | 9 | $124.6M |
| Perissos Private Wealth Management, LLC | 0002023071 | Nov 13, 2024 | 86 | $124.6M |
| Sound Financial Strategies Group, LLC | 0001800620 | Nov 12, 2024 | 90 | $124.5M |
| Fidato Wealth LLC | 0001711360 | Nov 5, 2024 | 10 | $124.5M |
| Florin Court Capital LLP | 0001696263 | Nov 6, 2024 | 32 | $124.3M |
| Bank of Marin | 0001801145 | Nov 6, 2024 | 125 | $124.2M |
| Harbert Fund Advisors, LLC | 0001616659 | Nov 14, 2024 | 75 | $124.1M |
| NavPoint Financial, Inc. | 0002009813 | Oct 31, 2024 | 46 | $124.1M |
| Elizabeth Park Capital Advisors, Ltd. | 0001600583 | Nov 12, 2024 | 43 | $123.8M |
| Dopkins Wealth Management, LLC | 0001904152 | Nov 6, 2024 | 67 | $123.8M |
| Wasserstein Management, L.P. | 0001751492 | Nov 12, 2024 | 1 | $123.7M |
| DMC Group, LLC | 0001893403 | Oct 18, 2024 | 132 | $123.6M |
| Pine Haven Investment Counsel, Inc | 0001899753 | Oct 9, 2024 | 111 | $123.5M |
| Acuta Capital Partners, LLC | 0001582844 | Nov 14, 2024 | 41 | $123.5M |
| Two West Capital Advisors LLC | 0002026617 | Oct 15, 2024 | 69 | $123.4M |
| Finivi Inc. | 0002101641 | Dec 19, 2025 | 85 | $123.4M |
| Spring Capital Management, LLC | 0001899146 | Oct 22, 2024 | 27 | $123.3M |
| Bank & Trust Co | 0002026082 | Oct 9, 2024 | 287 | $123.3M |
| Brooktree Capital Management | 0001021296 | Nov 6, 2024 | 25 | $123.1M |
| Cruiser Capital Advisors, LLC | 0001713506 | Nov 14, 2024 | 52 | $123.1M |
| Tsai Capital Corp | 0001574850 | Nov 14, 2024 | 25 | $123.0M |
| Old North State Trust, LLC | 0001760444 | Nov 29, 2024 | 133 | $123.0M |
| Cadence Wealth Management LLC | 0001845250 | Nov 6, 2024 | 45 | $123.0M |
| Oxford Wealth Group, LLC | 0002007082 | Nov 12, 2024 | 58 | $122.9M |
| Gibson Wealth Advisors LLC | 0001911266 | Nov 5, 2024 | 36 | $122.9M |
| Dynamic Wealth Strategies, LLC | 0001812853 | Nov 13, 2024 | 234 | $122.6M |
| Somnio Financial Group, LLC | 0002034894 | Oct 3, 2024 | 13 | $122.5M |
| RiverPark Advisors, LLC | 0001484256 | Nov 7, 2024 | 130 | $122.4M |
| Josh Arnold Investment Consultant, LLC | 0001911348 | Nov 14, 2024 | 25 | $122.4M |
| First Community Trust NA | 0001130344 | Oct 2, 2024 | 312 | $122.4M |
| Gentry Private Wealth, LLC | 0002022634 | Nov 12, 2024 | 83 | $122.3M |
| Cannon Advisors, Inc. | 0001805370 | Nov 12, 2024 | 71 | $122.3M |
| Exchange Bank | 0002001155 | Oct 10, 2024 | 114 | $122.3M |
| Constant Guidance Financial LLC | 0001995383 | Nov 14, 2024 | 30 | $122.2M |
| Randall & Associates Wealth Management | 0002011901 | Nov 7, 2024 | 45 | $122.1M |
| Investment Partners Asset Management, Inc. | 0001384416 | Oct 24, 2024 | 143 | $122.0M |
| Breed's Hill Capital LLC | 0001963222 | Nov 5, 2024 | 101 | $122.0M |
| Trevian Wealth Management LLC | 0001901929 | Oct 9, 2024 | 30 | $122.0M |
| Nicholson Wealth Management Group, LLC | 0002035982 | Oct 23, 2024 | 97 | $121.8M |
| Edmp, Inc. | 0001016021 | Oct 31, 2024 | 78 | $121.7M |
| Shotwell Rutter Baer Inc | 0002008310 | Oct 7, 2024 | 34 | $121.6M |
| Sunpointe, LLC | 0002012181 | Oct 16, 2024 | 170 | $121.6M |
| HC Advisors, LLC | 0001803295 | Nov 5, 2024 | 53 | $121.6M |
| Parkwoods Wealth Partners, LLC | 0002042772 | Nov 7, 2024 | 31 | $121.6M |
| Cultivar Capital, Inc. | 0001989476 | Oct 16, 2024 | 27 | $121.6M |
| 1858 Wealth Management, LLC | 0002011812 | Oct 21, 2024 | 122 | $121.5M |
| Arlington Capital Management, Inc. | 0001606507 | Oct 30, 2024 | 85 | $121.5M |
| Innova Wealth Partners | 0001888831 | Oct 30, 2024 | 85 | $121.5M |
| Coastwise Capital Group, LLC | 0001934500 | Nov 14, 2024 | 126 | $121.5M |
| Processus Wealth & Capital Management, LLC | 0002014209 | Nov 1, 2024 | 34 | $121.4M |
| NDWM LLC | 0001818386 | Oct 22, 2024 | 32 | $121.3M |
| Outfitters Financial LLC | 0001846505 | Oct 29, 2024 | 77 | $121.2M |
| Acas, LLC | 0001859505 | Nov 5, 2024 | 87 | $121.2M |
| Financial Network Wealth Advisors LLC | 0002012031 | Nov 15, 2024 | 813 | $121.1M |
| McAlister, Sweet & Associates, Inc. | 0001774087 | Oct 2, 2024 | 29 | $121.1M |
| Moneda S.A. Administradora General de Fondos | 0001536361 | Nov 4, 2024 | 25 | $121.0M |
| TCM Advisors, LLC | 0001911491 | Nov 13, 2024 | 62 | $121.0M |
| Richwood Investment Advisors, LLC | 0001911900 | Oct 15, 2024 | 102 | $120.9M |
| Bain Capital Venture Investors, LLC | 0001309469 | Nov 14, 2024 | 3 | $120.8M |
| JCP Investment Management, LLC | 0001461945 | Nov 14, 2024 | 15 | $120.6M |
| Amica Retiree Medical Trust | 0001599950 | Nov 12, 2024 | 134 | $120.5M |