| OxenFree Capital LLC | 0002009781 | Jul 18, 2024 | 39 | $114.5M |
| Applied Capital LLC | 0001965393 | Jul 12, 2024 | 78 | $114.5M |
| Legacies Wealth LLC | 0001755933 | Jul 11, 2024 | 111 | $114.4M |
| Aurora Private Wealth, Inc. | 0001802132 | Jul 17, 2024 | 142 | $114.2M |
| Alterna Wealth Management, Inc. | 0001767699 | Jul 12, 2024 | 105 | $114.2M |
| Viewpoint Investment Partners Corp. | 0001767457 | Jul 18, 2024 | 9 | $114.1M |
| Richwood Investment Advisors, LLC | 0001911900 | Jul 26, 2024 | 100 | $114.1M |
| TCM Advisors, LLC | 0001911491 | Aug 14, 2024 | 60 | $114.0M |
| Rip Road Capital Partners LP | 0001802893 | Aug 14, 2024 | 18 | $113.9M |
| Oppenheimer & Close, LLC | 0001591377 | Jul 25, 2024 | 56 | $113.9M |
| Sagil Capital LLP | 0001747744 | Aug 12, 2024 | 14 | $113.9M |
| Investidor Profissional Gestao de Recursos Ltda. | 0001953154 | Aug 13, 2024 | 18 | $113.8M |
| Future Financial Wealth Managment LLC | 0001801892 | Jul 16, 2024 | 122 | $113.8M |
| Inherent Group, LP | 0001749824 | Aug 14, 2024 | 13 | $113.7M |
| Gentry Private Wealth, LLC | 0002022634 | Aug 5, 2024 | 76 | $113.7M |
| Robinson Smith Wealth Advisors LLC | 0002008554 | Jul 30, 2024 | 90 | $113.6M |
| Somnio Financial Group, LLC | 0002034894 | Aug 23, 2024 | 14 | $113.3M |
| Fidato Wealth LLC | 0001711360 | Aug 13, 2024 | 10 | $113.2M |
| Breed's Hill Capital LLC | 0001963222 | Jul 17, 2024 | 92 | $112.9M |
| Tikehau Investment Management | 0001740840 | Aug 14, 2024 | 15 | $112.9M |
| NDWM LLC | 0001818386 | Aug 1, 2024 | 33 | $112.8M |
| Pachira Investments Inc. | 0001563634 | Jul 15, 2024 | 44 | $112.8M |
| Shotwell Rutter Baer Inc | 0002008310 | Jul 11, 2024 | 33 | $112.8M |
| Templeton & Phillips Capital Management, LLC | 0001961304 | Aug 14, 2024 | 47 | $112.7M |
| Somerset Group LLC | 0001567912 | Aug 12, 2024 | 62 | $112.7M |
| Fairscale Capital, LLC | 0002032350 | Aug 13, 2024 | 363 | $112.6M |
| Klein Pavlis & Peasley Financial, Inc. | 0001907480 | Jul 26, 2024 | 77 | $112.6M |
| Marest Capital, LLC | 0002010315 | Jul 22, 2024 | 18 | $112.6M |
| Piscataqua Savings Bank | 0001855835 | Jul 12, 2024 | 347 | $112.6M |
| Mount Vernon Associates Inc. | 0000799003 | Jul 19, 2024 | 53 | $112.4M |
| Sparta 24 Ltd. | 0001967706 | Aug 7, 2024 | 13 | $112.4M |
| Durante & Waters, LLC | 0001666582 | Jul 26, 2024 | 30 | $112.3M |
| Allen Wealth Management, LLC | 0002012003 | Jul 19, 2024 | 58 | $112.3M |
| Exome Asset Management LLC | 0002011932 | Oct 3, 2024 | 52 | $112.3M |
| Renaissancere Holdings Ltd. | 0000913144 | Apr 24, 2025 | 3 | $112.3M |
| Investment Partners Asset Management, Inc. | 0001384416 | Jul 9, 2024 | 133 | $112.2M |
| Farley Capital L.P. | 0001479465 | Aug 6, 2024 | 14 | $112.1M |
| Capstone Capital LLC | 0001993327 | Jul 16, 2024 | 21 | $111.9M |
| WFA of San Diego, LLC | 0001821407 | Aug 14, 2024 | 406 | $111.8M |
| Emfo, LLC | 0001859434 | Jul 26, 2024 | 282 | $111.7M |
| Aflac Inc | 0000004977 | Aug 1, 2024 | 4 | $111.6M |
| Perissos Private Wealth Management, LLC | 0002023071 | Aug 9, 2024 | 82 | $111.5M |
| Fingerlakes Wealth Management, Inc. | 0001910248 | Aug 8, 2024 | 89 | $111.5M |
| Hershey Financial Advisers, LLC | 0002034214 | Aug 19, 2024 | 157 | $111.4M |
| Fulcrum Equity Management | 0001737888 | Jul 22, 2024 | 130 | $111.4M |
| Kuhn & Co Investment Counsel | 0002011958 | Aug 8, 2024 | 125 | $111.4M |
| Miramar Fiduciary Corp | 0001587301 | May 14, 2025 | 5 | $111.3M |
| Clearfield Capital Management LP | 0001643569 | Aug 13, 2024 | 8 | $111.2M |
| FPC Investment Advisory, Inc. | 0002021217 | Jul 18, 2024 | 97 | $111.1M |
| Randall & Associates Wealth Management | 0002011901 | Jul 17, 2024 | 41 | $111.0M |
| Basso Capital Management, L.P. | 0001287978 | Aug 14, 2024 | 75 | $110.9M |
| Schrum Private Wealth Management LLC | 0001914987 | Jul 30, 2024 | 126 | $110.9M |
| Yarra Square Partners LP | 0001772940 | Aug 13, 2024 | 21 | $110.9M |
| Plustick Management LLC | 0001643351 | Aug 14, 2024 | 19 | $110.9M |
| Sherrill & Hutchins Financial Advisory, Inc | 0002005607 | Jul 12, 2024 | 12 | $110.8M |
| US Asset Management LLC | 0001882673 | Aug 8, 2024 | 127 | $110.7M |
| Impala Asset Management LLC | 0001317679 | Aug 15, 2024 | 15 | $110.6M |
| Wasserstein Management, L.P. | 0001751492 | Aug 2, 2024 | 1 | $110.6M |
| IDG China Venture Capital Fund V Associates L.P. | 0001709671 | Aug 6, 2024 | 1 | $110.5M |
| Prossimo Advisors, LLC | 0001965307 | Jul 22, 2024 | 126 | $110.5M |
| OmniStar Financial Group, Inc. | 0001698777 | Jul 26, 2024 | 117 | $110.5M |
| LTG Capital LLC | 0001936987 | Aug 12, 2024 | 26 | $110.5M |
| Oder Investment Management, LLC | 0001845109 | Aug 8, 2024 | 88 | $110.4M |
| Edmp, Inc. | 0001016021 | Jul 31, 2024 | 79 | $110.4M |
| Valinor Management, L.P. | 0001401388 | Aug 13, 2024 | 1 | $110.4M |
| Upper Left Wealth Management, LLC | 0001911228 | Jul 25, 2024 | 60 | $110.3M |
| Moulton Wealth Management, Inc. | 0001792510 | Jul 16, 2024 | 30 | $110.3M |
| All Season Financial Advisors, Inc. | 0001746810 | Jul 23, 2024 | 90 | $110.3M |
| Life Planning Partners, Inc | 0001910934 | Jul 31, 2024 | 62 | $110.2M |
| LDR Capital Management LLC | 0001566089 | Jul 26, 2024 | 40 | $109.8M |
| Arrow Investment Advisors, LLC | 0001378410 | Aug 14, 2024 | 47 | $109.7M |
| Stonepine Capital Management, LLC | 0001440771 | Aug 21, 2024 | 25 | $109.6M |
| AI-Squared Management Ltd | 0001933952 | Aug 9, 2024 | 23 | $109.6M |
| RMR Capital Management, LLC | 0002032709 | Aug 14, 2024 | 68 | $109.5M |
| Legacy Advisory Services, LLC | 0002068847 | Oct 30, 2025 | 48 | $109.3M |
| Greenwich Investment Management, Inc. | 0001456511 | Aug 14, 2024 | 37 | $109.3M |
| Arbor Capital Management Inc. | 0001027570 | Aug 6, 2024 | 105 | $109.2M |
| Chico Wealth RIA | 0001926037 | Jul 22, 2024 | 27 | $109.1M |
| Segra Capital Management, LLC | 0001607512 | Aug 14, 2024 | 4 | $109.1M |
| CM Management, LLC | 0001841857 | Aug 1, 2024 | 63 | $109.0M |
| Kennon-Green & Company, LLC | 0001963352 | Aug 9, 2024 | 43 | $108.8M |
| Merkkuri Wealth Advisors LLC | 0002040317 | Oct 23, 2024 | 79 | $108.7M |
| GGM Financial LLC | 0002021722 | Jul 30, 2024 | 52 | $108.7M |
| In-Depth Partners, LLC | 0001908316 | Aug 14, 2024 | 13 | $108.6M |
| LifePlan Financial, LLC | 0001739485 | Jul 30, 2024 | 90 | $108.6M |
| Rede Wealth, LLC | 0001842054 | Aug 5, 2024 | 96 | $108.6M |
| Ampfield Management, L.P. | 0001853635 | Jul 22, 2024 | 5 | $108.5M |
| Fox Financial, Inc | 0002004131 | Jul 22, 2024 | 14 | $108.5M |
| LPF Advisors LLC | 0001799556 | Jul 12, 2024 | 37 | $108.5M |
| RPS Advisory Solutions LLC | 0002031671 | Jul 25, 2024 | 82 | $108.4M |
| HC Advisors, LLC | 0001803295 | Aug 7, 2024 | 50 | $108.4M |
| Tenzing Global Management, LLC | 0001624095 | Aug 14, 2024 | 16 | $108.3M |
| William Howard & Co Financial Advisors Inc | 0002023493 | Aug 7, 2024 | 48 | $108.3M |
| Birchview Capital, LP | 0001618205 | Jun 30, 2025 | 60 | $108.2M |
| Bey-Douglas LLC | 0002011271 | Jul 19, 2024 | 38 | $108.0M |
| DB Fitzpatrick & Co, Inc | 0001885767 | Jul 17, 2024 | 89 | $108.0M |
| Kamunting Street Capital Management, L.P. | 0001317267 | Aug 14, 2024 | 19 | $107.8M |
| Twenty Acre Capital LP | 0001928941 | Aug 14, 2024 | 16 | $107.7M |
| Mayar Capital Ltd. | 0001858699 | Jul 17, 2024 | 13 | $107.7M |
| FMFE Wealth Management, LLC | 0002022567 | Aug 13, 2024 | 24 | $107.6M |