| Kagan Cocozza Asset Management | 0002064489 | Apr 11, 2025 | 63 | $120.4M |
| PKO BP BANKOWY Universal Pension Society JSC | 0002055875 | Feb 17, 2026 | 14 | $120.3M |
| BCO Wealth Management LLC | 0002054749 | Feb 12, 2025 | 34 | $120.2M |
| Parkworth Wealth Management, Inc. | 0002026602 | Feb 10, 2025 | 1,271 | $120.2M |
| Foresite Capital Management V, LLC | 0001792206 | Feb 14, 2025 | 6 | $120.2M |
| Partnership Wealth Management, LLC | 0002010656 | Jan 8, 2025 | 72 | $120.1M |
| Collar Capital Management, LLC | 0002056719 | Feb 14, 2025 | 75 | $120.1M |
| Summer Road LLC | 0001604873 | Feb 11, 2025 | 25 | $120.1M |
| Tru Independence Asset Management 2, LLC | 0001849497 | Jan 22, 2025 | 80 | $120.1M |
| Oder Investment Management, LLC | 0001845109 | Feb 13, 2025 | 91 | $120.0M |
| Affinity Investment Advisors, LLC | 0001520601 | Feb 11, 2025 | 129 | $120.0M |
| Richwood Investment Advisors, LLC | 0001911900 | Feb 11, 2025 | 100 | $119.9M |
| Synergy Financial Group, LTD | 0001905669 | Feb 4, 2025 | 101 | $119.9M |
| Sound Financial Strategies Group, LLC | 0001800620 | Feb 6, 2025 | 91 | $119.9M |
| Allodium Investment Consultants, LLC | 0002052983 | Feb 4, 2025 | 47 | $119.7M |
| NDWM LLC | 0001818386 | Feb 5, 2025 | 31 | $119.6M |
| Shepherd Kaplan Krochuk, LLC | 0001218583 | Feb 14, 2025 | 51 | $119.6M |
| Seneschal Advisors, LLC | 0002039659 | Feb 13, 2025 | 36 | $119.6M |
| Jordan Park Trust Co LLC | 0002051108 | Feb 7, 2025 | 12 | $119.6M |
| S. R. Schill & Associates | 0001616004 | Jan 22, 2025 | 24 | $119.6M |
| BRC Group Holdings, Inc. | 0001464790 | Feb 14, 2025 | 16 | $119.6M |
| Immersion Capital LLP | 0001636441 | Feb 14, 2025 | 7 | $119.5M |
| LPF Advisors LLC | 0001799556 | Jan 16, 2025 | 34 | $119.5M |
| Lonestar Capital Management LLC | 0001317410 | Feb 14, 2025 | 19 | $119.5M |
| Roberts Capital Advisors, LLC | 0001883719 | Feb 14, 2025 | 80 | $119.5M |
| Financial Life Planners | 0002053368 | Jan 24, 2025 | 411 | $119.3M |
| Michelson Medical Research Foundation, Inc. | 0001965304 | Feb 14, 2025 | 28 | $119.3M |
| Kailix Advisors LLC | 0001970731 | Feb 10, 2025 | 8 | $119.3M |
| LTG Capital LLC | 0001936987 | Jan 30, 2025 | 26 | $119.2M |
| Lattice Capital Management, LLC | 0001710207 | Feb 3, 2025 | 28 | $119.2M |
| Lionsbridge Wealth Management LLC | 0001800533 | Jan 16, 2025 | 61 | $119.1M |
| Bank & Trust Co | 0002026082 | Jan 7, 2025 | 285 | $119.1M |
| Forge Financial Services LLC | 0002055357 | Feb 12, 2025 | 20 | $119.0M |
| Opinicus Capital, Inc. | 0002009743 | Jan 28, 2025 | 94 | $118.9M |
| EnCap Energy Capital Fund IX, L.P. | 0001565683 | Feb 14, 2025 | 1 | $118.8M |
| Shotwell Rutter Baer Inc | 0002008310 | Jan 14, 2025 | 34 | $118.7M |
| Axis Wealth Partners, LLC | 0002052531 | Feb 7, 2025 | 130 | $118.7M |
| Five Pine Wealth Management | 0002041807 | Jan 24, 2025 | 40 | $118.6M |
| Orvieto Partners, L.P. | 0002052484 | Feb 14, 2025 | 35 | $118.6M |
| Leigh Baldwin & Co., LLC | 0000946629 | Feb 25, 2025 | 160 | $118.5M |
| Alterna Wealth Management, Inc. | 0001767699 | Jan 24, 2025 | 103 | $118.5M |
| Financial Harvest, LLC | 0002052933 | Feb 3, 2025 | 53 | $118.5M |
| Comprehensive Financial Planning, Inc. | 0002044855 | Jan 29, 2025 | 360 | $118.4M |
| Miller Financial Services LLC | 0002022893 | Feb 7, 2025 | 128 | $118.4M |
| Epacria Capital Partners, LLC | 0001927623 | Feb 14, 2025 | 42 | $118.3M |
| Antonelli Financial Advisors, LLC | 0002055364 | Feb 11, 2025 | 48 | $118.3M |
| Retirement Wealth Solutions LLC | 0002044741 | Jan 15, 2025 | 439 | $118.3M |
| PharVision Advisers, LLC | 0001898824 | Feb 18, 2025 | 380 | $118.3M |
| WealthTrak Capital Management LLC | 0002052710 | Feb 12, 2025 | 934 | $118.3M |
| Rip Road Capital Partners LP | 0001802893 | Feb 14, 2025 | 20 | $118.2M |
| Josh Arnold Investment Consultant, LLC | 0001911348 | Feb 18, 2025 | 11 | $118.2M |
| Courant Investment Management LLC | 0001695426 | Jan 21, 2025 | 8 | $118.2M |
| Schrum Private Wealth Management LLC | 0001914987 | Feb 7, 2025 | 124 | $118.0M |
| Thiel Macro | 0001562087 | Feb 14, 2025 | 3 | $118.0M |
| Sheets Smith Investment Management | 0001785199 | Feb 11, 2025 | 57 | $118.0M |
| Stadium Capital Management LLC | 0001105087 | Feb 14, 2025 | 10 | $118.0M |
| Robinson Smith Wealth Advisors LLC | 0002008554 | Feb 10, 2025 | 80 | $117.9M |
| White & Co Financial Planning Inc | 0002039300 | Feb 6, 2025 | 19 | $117.9M |
| Morey & Quinn Wealth Partners, LLC | 0002055521 | Feb 12, 2025 | 119 | $117.9M |
| Revere Asset Management, Inc | 0001849529 | Feb 25, 2026 | 24 | $117.9M |
| Fort Vancouver Investment Management, LLC | 0002032698 | Feb 12, 2025 | 47 | $117.8M |
| Hestia Capital Management, LLC | 0001815344 | Jan 28, 2025 | 3 | $117.8M |
| Cannon Advisors, Inc. | 0001805370 | Feb 12, 2025 | 60 | $117.7M |
| Hickory Asset Management, Inc. | 0002053626 | Jan 30, 2025 | 90 | $117.7M |
| Arcadia Wealth Management, Inc. | 0002059339 | Mar 6, 2025 | 50 | $117.7M |
| SIMA Wealth Partners, LLC | 0002135539 | Jun 15, 2026 | 171 | $117.7M |
| Kuhn & Co Investment Counsel | 0002011958 | Jan 30, 2025 | 128 | $117.6M |
| Davies Financial Advisors, Inc. | 0002020296 | Jan 16, 2025 | 63 | $117.5M |
| Washington University | 0000903603 | Jan 24, 2025 | 3 | $117.5M |
| Farley Capital L.P. | 0001479465 | Feb 12, 2025 | 15 | $117.4M |
| Legacy Advisory Services, LLC | 0002068847 | Oct 17, 2025 | 51 | $117.3M |
| Elm3 Financial Group, LLC | 0002011201 | Jan 27, 2025 | 90 | $117.3M |
| Prodigy Asset Management LLC | 0001956244 | Feb 14, 2025 | 23 | $117.2M |
| Kore Advisors LP | 0001971339 | Feb 14, 2025 | 14 | $117.2M |
| Yorktown Energy Partners XI, L.P. | 0001667954 | Feb 14, 2025 | 3 | $117.2M |
| Redwood Park Advisors LLC | 0002056274 | Feb 13, 2025 | 347 | $117.2M |
| Integras Partners LLC | 0002055384 | Feb 10, 2025 | 62 | $117.2M |
| Heritage Wealth Management, Inc. | 0002012170 | Feb 11, 2025 | 89 | $117.1M |
| Revolution Growth Management Company, Inc. | 0001816374 | Jan 24, 2025 | 1 | $117.1M |
| Ipsen Advisor Group LLC | 0001964922 | Feb 12, 2025 | 93 | $117.0M |
| RE Dickinson Investment Advisors, LLC | 0001801241 | Feb 13, 2025 | 323 | $117.0M |
| Clear Point Advisors Inc. | 0002010474 | Feb 3, 2025 | 105 | $116.9M |
| Upper Left Wealth Management, LLC | 0001911228 | Jan 23, 2025 | 57 | $116.9M |
| Nan Fung Group Holdings Ltd | 0001782539 | Feb 13, 2025 | 35 | $116.9M |
| TRV GP Vi, LLC | 0001990716 | Feb 13, 2025 | 4 | $116.9M |
| Alethea Capital Management, LLC | 0001549408 | Feb 14, 2025 | 30 | $116.8M |
| Persistent Asset Partners Ltd | 0002056052 | Feb 14, 2025 | 96 | $116.7M |
| SpringVest Wealth Management LLC | 0002058986 | Mar 10, 2025 | 53 | $116.7M |
| Generation Capital Management LLC | 0002054384 | Feb 13, 2025 | 77 | $116.7M |
| Two West Capital Advisors LLC | 0002026617 | Jan 22, 2025 | 72 | $116.7M |
| Ally Bridge Group (NY) LLC | 0001822947 | Feb 14, 2025 | 30 | $116.6M |
| Argyle Capital Partners, LLC | 0002079995 | Aug 13, 2025 | 141 | $116.6M |
| Barden Capital Management, Inc. | 0001906798 | Feb 7, 2025 | 60 | $116.6M |
| ClearAlpha Technologies LP | 0001972331 | Feb 14, 2025 | 86 | $116.5M |
| QSM Asset Management Ltd | 0002058325 | Feb 28, 2025 | 17 | $116.4M |
| Piscataqua Savings Bank | 0001855835 | Jan 22, 2025 | 345 | $116.4M |
| Brucke Financial, Inc. | 0002058446 | Feb 27, 2025 | 138 | $116.3M |
| Shengqi Capital (Hong Kong) Ltd | 0002040405 | Feb 7, 2025 | 6 | $116.2M |
| Vitruvian Partners LLP | 0001692590 | Feb 11, 2025 | 6 | $116.2M |
| Fairscale Capital, LLC | 0002032350 | Feb 7, 2025 | 355 | $116.2M |