| Somnio Financial Group, LLC | 0002034894 | Jan 2, 2025 | 14 | $125.0M |
| HCEP Management Ltd | 0001822015 | Feb 13, 2025 | 9 | $125.0M |
| Accredited Investor Services, LLC | 0002028621 | Feb 11, 2025 | 57 | $125.0M |
| Outfitters Financial LLC | 0001846505 | Feb 3, 2025 | 81 | $124.9M |
| Beckerman Institutional, LLC | 0002043468 | Jan 29, 2025 | 98 | $124.9M |
| Berbice Capital Management LLC | 0002051605 | Jan 21, 2025 | 132 | $124.8M |
| Envision Financial LLC | 0002051355 | Apr 22, 2025 | 38 | $124.8M |
| Chapman Financial Group, LLC | 0002056577 | Feb 14, 2025 | 219 | $124.7M |
| KMT Wealth Management, LLC | 0002058235 | Feb 27, 2025 | 13 | $124.7M |
| Green Alpha Advisors, LLC | 0001439207 | Jan 13, 2025 | 147 | $124.7M |
| Sapphire Ventures, L.P. | 0001697665 | Feb 6, 2025 | 6 | $124.7M |
| MFA Wealth Services | 0001989379 | Jan 21, 2025 | 108 | $124.7M |
| Profit Investment Management, LLC | 0001286295 | Jan 15, 2025 | 78 | $124.6M |
| HC Advisors, LLC | 0001803295 | Feb 5, 2025 | 59 | $124.6M |
| Keene & Associates, Inc. | 0001907874 | Feb 3, 2025 | 76 | $124.5M |
| Symphony Financial Services, Inc. | 0002031979 | Feb 6, 2025 | 80 | $124.5M |
| MVM Partners, LLC | 0001947083 | Feb 14, 2025 | 3 | $124.4M |
| MPM Asset Management LLC | 0001263048 | Feb 14, 2025 | 6 | $124.4M |
| Hurley Capital, LLC | 0001632844 | Feb 13, 2025 | 407 | $124.4M |
| OmniStar Financial Group, Inc. | 0001698777 | Feb 14, 2025 | 122 | $124.4M |
| Exchange Bank | 0002001155 | Jan 17, 2025 | 112 | $124.4M |
| Monetta Financial Services Inc. | 0000869179 | Feb 11, 2025 | 48 | $124.3M |
| Bay Capital Advisors, LLC | 0002055414 | Feb 12, 2025 | 113 | $124.3M |
| Garda Capital Partners LP | 0001666905 | Feb 5, 2025 | 33 | $124.2M |
| Chancellor Financial Group WB LP | 0002059742 | Mar 19, 2025 | 128 | $124.2M |
| Rule One Partners, LLC | 0002040263 | Jan 23, 2025 | 10 | $124.2M |
| QVIDTVM Management LLC | 0001912226 | Feb 13, 2025 | 8 | $124.2M |
| Babb Wealth Advisors LLC | 0002047312 | Feb 7, 2025 | 19 | $124.1M |
| Emeth Value Capital, LLC | 0002053013 | Jan 23, 2025 | 6 | $124.0M |
| Barrier Capital Management, LLC | 0001909089 | Feb 14, 2025 | 12 | $124.0M |
| Western Pacific Wealth Management, LP | 0001907320 | Jan 24, 2025 | 209 | $123.9M |
| Inherent Management Corp. | 0002026217 | May 14, 2025 | 8 | $123.9M |
| Fingerlakes Wealth Management, Inc. | 0001910248 | Feb 3, 2025 | 86 | $123.9M |
| Stonepine Capital Management, LLC | 0001440771 | Feb 14, 2025 | 52 | $123.9M |
| Seed Wealth Management, Inc. | 0001963728 | Jan 14, 2025 | 148 | $123.8M |
| Marest Capital, LLC | 0002010315 | Jan 23, 2025 | 21 | $123.7M |
| Klein Pavlis & Peasley Financial, Inc. | 0001907480 | Jan 27, 2025 | 75 | $123.7M |
| Impala Asset Management LLC | 0001317679 | Feb 14, 2025 | 14 | $123.7M |
| Burk Holdings LLC | 0002079815 | Aug 13, 2025 | 56 | $123.7M |
| Great Hill Partners, L.P. | 0001231756 | Feb 14, 2025 | 1 | $123.6M |
| Keystone Financial Group, Inc. | 0002053642 | Jan 28, 2025 | 160 | $123.5M |
| 4J Wealth Management LLC | 0001840775 | Jan 24, 2025 | 84 | $123.5M |
| Southern Style Financial, Inc. | 0001910392 | Jan 23, 2025 | 28 | $123.5M |
| Kiker Wealth Management, LLC | 0002042502 | Feb 11, 2025 | 171 | $123.4M |
| A. D. Beadell Investment Counsel, Inc. | 0001569102 | Jan 10, 2025 | 88 | $123.4M |
| Avos Capital Management, LLC | 0001948622 | Feb 14, 2025 | 32 | $123.3M |
| Bruce G. Allen Investments, LLC | 0002005409 | Jan 10, 2025 | 1,090 | $123.2M |
| Hidden Cove Wealth Management, LLC | 0001963736 | Jan 29, 2025 | 61 | $123.2M |
| Del-Sette Capital Management, LLC | 0001610580 | Feb 11, 2025 | 36 | $123.2M |
| Lighthouse Financial LLC | 0002057556 | Mar 11, 2025 | 70 | $123.1M |
| Pollock Investment Advisors, LLC | 0002049804 | Feb 10, 2025 | 42 | $123.1M |
| Bravias Capital Group, LLC | 0002054328 | Feb 6, 2025 | 107 | $123.1M |
| Mustard Seed Financial, LLC | 0002011321 | Jan 17, 2025 | 81 | $123.1M |
| Kingstone Capital Partners Texas, LLC | 0002057208 | Feb 20, 2025 | 50 | $123.1M |
| Privium Fund Management (UK) Ltd | 0001845773 | Feb 11, 2025 | 13 | $123.0M |
| DMC Group, LLC | 0001893403 | Jan 23, 2025 | 129 | $123.0M |
| Birchview Capital, LP | 0001618205 | Jun 30, 2025 | 68 | $122.9M |
| Morangie Management LLC | 0002056670 | Feb 14, 2025 | 25 | $122.8M |
| Davis Capital Management | 0001811806 | Jan 17, 2025 | 315 | $122.8M |
| Ridgeline Wealth, LLC | 0001934226 | Jan 6, 2025 | 55 | $122.7M |
| Elizabeth Park Capital Advisors, Ltd. | 0001600583 | Feb 13, 2025 | 41 | $122.7M |
| Andina Capital Management, LLC | 0001919158 | Jan 21, 2025 | 107 | $122.7M |
| Twenty Acre Capital LP | 0001928941 | Feb 13, 2025 | 17 | $122.5M |
| Sierra Ocean, LLC | 0002051715 | Jan 31, 2025 | 1,040 | $122.5M |
| Koa Wealth Management, LLC | 0002022118 | Jan 23, 2025 | 49 | $122.4M |
| RK Asset Management, LLC | 0001595686 | Jan 3, 2025 | 23 | $122.3M |
| Capstone Capital LLC | 0001993327 | Jan 23, 2025 | 24 | $122.3M |
| Gimbal Financial | 0001835206 | Feb 3, 2025 | 48 | $122.2M |
| Garland Capital Management Inc. | 0001181544 | Feb 11, 2025 | 33 | $122.0M |
| Alpine Peaks Capital, LP | 0001906602 | Feb 14, 2025 | 23 | $121.8M |
| Acuitas Investments, LLC | 0001524828 | Jan 31, 2025 | 63 | $121.8M |
| Varde Management, L.P. | 0001559130 | Feb 13, 2025 | 6 | $121.7M |
| Pine Haven Investment Counsel, Inc | 0001899753 | Jan 16, 2025 | 107 | $121.7M |
| Floyd Financial Group LLC | 0002007613 | Jan 14, 2025 | 60 | $121.7M |
| Oppenheimer & Close, LLC | 0001591377 | Feb 11, 2025 | 51 | $121.6M |
| Slocum, Gordon & Co LLP | 0001993325 | Jan 28, 2025 | 137 | $121.6M |
| Illumine Investment Management, LLC | 0002052970 | Feb 5, 2025 | 91 | $121.5M |
| Vega Investment Solutions | 0002056914 | Feb 18, 2025 | 79 | $121.5M |
| Vestia Personal Wealth Advisors | 0002033299 | Jan 27, 2025 | 95 | $121.5M |
| Fairman Group, LLC | 0002016719 | Jan 29, 2025 | 346 | $121.5M |
| Climber Capital SA | 0002011229 | Feb 12, 2025 | 52 | $121.5M |
| Holcombe Financial, Inc. | 0002056177 | Feb 13, 2025 | 37 | $121.5M |
| bLong Financial, LLC | 0001943004 | Jan 30, 2025 | 78 | $121.4M |
| Muirfield Wealth Advisors LLC | 0002014898 | Jan 24, 2025 | 66 | $121.3M |
| Comprehensive Money Management Services LLC | 0002058921 | Mar 4, 2025 | 178 | $121.3M |
| Gutierrez Wealth Advisory, LLC | 0001965923 | Apr 16, 2025 | 45 | $121.2M |
| Gibson Wealth Advisors LLC | 0001911266 | Feb 13, 2025 | 34 | $121.2M |
| Durante & Waters, LLC | 0001666582 | Feb 6, 2025 | 29 | $121.1M |
| Northwest Financial Advisors | 0002010635 | Jan 22, 2025 | 113 | $121.1M |
| David Wealth Management LLC | 0002042337 | Jan 29, 2025 | 48 | $121.1M |
| Caas Capital Management LP | 0001802881 | Jan 24, 2025 | 105 | $121.0M |
| Bannerman Wealth Management Group, LLC | 0002058816 | Mar 7, 2025 | 33 | $121.0M |
| Tableaux LLC | 0002060663 | Mar 14, 2025 | 70 | $120.9M |
| Ariose Capital Management Ltd | 0001665925 | Jan 16, 2025 | 13 | $120.8M |
| Crew Capital Management, Ltd | 0001835669 | Feb 6, 2025 | 144 | $120.7M |
| Momentous Wealth Management, Inc. | 0002055574 | Feb 12, 2025 | 39 | $120.6M |
| Avant Capital LLC | 0001653443 | Feb 11, 2025 | 65 | $120.6M |
| Marquette Associates, Inc. | 0002042617 | Feb 14, 2025 | 40 | $120.6M |
| XXEC, Inc. | 0001828822 | Feb 6, 2025 | 21 | $120.6M |
| Randall & Associates Wealth Management | 0002011901 | Jan 15, 2025 | 46 | $120.5M |