| Tide Cove Capital Partners LLC | 0002029464 | Jan 29, 2025 | 11 | $116.1M |
| Aegis Financial Corp. | 0001140753 | Feb 12, 2025 | 22 | $116.1M |
| Challenger Wealth Management | 0002057602 | Feb 24, 2025 | 109 | $116.1M |
| Constant Guidance Financial LLC | 0001995383 | Jan 30, 2025 | 36 | $116.1M |
| Bey-Douglas LLC | 0002011271 | Jan 30, 2025 | 40 | $116.0M |
| Graham Capital Wealth Management, LLC | 0001907528 | Jan 24, 2025 | 73 | $116.0M |
| Cannon Wealth Management Services, LLC | 0002043725 | Feb 4, 2025 | 78 | $116.0M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 0001685660 | Sep 22, 2026 | 12 | $116.0M |
| Catalys Pacific, LLC | 0002011385 | Feb 14, 2025 | 2 | $115.9M |
| Velan Capital Investment Management LP | 0001848809 | Feb 14, 2025 | 45 | $115.9M |
| Apex Wealth Management, LLC | 0002056695 | Feb 14, 2025 | 50 | $115.9M |
| Jim Saulnier & Associates, LLC | 0002044420 | Jan 22, 2025 | 93 | $115.8M |
| Purkiss Capital Advisors LLC | 0002053150 | Feb 5, 2025 | 100 | $115.8M |
| Shum Financial Group, Inc. | 0002044675 | Jan 22, 2025 | 88 | $115.8M |
| Kennon-Green & Company, LLC | 0001963352 | Feb 3, 2025 | 41 | $115.7M |
| Paladin Wealth, LLC | 0002040377 | Jan 29, 2025 | 95 | $115.7M |
| Anchor Capital Management Company, LLC | 0002009885 | Feb 14, 2025 | 8 | $115.7M |
| Renaissancere Holdings Ltd. | 0000913144 | Apr 24, 2025 | 3 | $115.7M |
| Kepos Capital LP | 0001512020 | Feb 11, 2025 | 57 | $115.7M |
| Kamunting Street Capital Management, L.P. | 0001317267 | Feb 14, 2025 | 15 | $115.7M |
| Three Cord True Wealth Management, LLC | 0002056001 | Feb 19, 2025 | 27 | $115.6M |
| Silver Oak Wealth Advisors Services, LLC | 0002060368 | Mar 13, 2025 | 40 | $115.6M |
| Basso Capital Management, L.P. | 0001287978 | Feb 10, 2025 | 75 | $115.6M |
| Nova Wealth Management, Inc. | 0002051980 | May 29, 2025 | 399 | $115.4M |
| Ariston Services Group | 0001743859 | Feb 6, 2025 | 69 | $115.4M |
| Black Cypress Capital Management, LLC | 0002022614 | Feb 13, 2025 | 28 | $115.4M |
| Diker Management LLC | 0001276525 | Feb 14, 2025 | 38 | $115.4M |
| Finward Bancorp | 0000919864 | Feb 13, 2025 | 103 | $115.3M |
| Spectrum Planning & Advisory Services Inc. | 0001725394 | Jan 22, 2025 | 61 | $115.2M |
| Hoese & Co LLP | 0001840268 | Jan 16, 2025 | 166 | $115.2M |
| Seven Six Capital Management, LLC | 0002021188 | Feb 14, 2025 | 27 | $115.0M |
| Harbert Fund Advisors, LLC | 0001616659 | Feb 13, 2025 | 58 | $115.0M |
| Stage Harbor Financial, LLC | 0001934721 | Feb 12, 2025 | 58 | $114.9M |
| Pilgrim Partners Asia Pte Ltd | 0002012674 | Feb 13, 2025 | 139 | $114.9M |
| FSA Investment Group, LLC | 0002051584 | Jan 23, 2025 | 20 | $114.9M |
| Anson Capital, Inc. | 0001906003 | Jan 31, 2025 | 70 | $114.8M |
| Foursixthree Capital LP | 0001897652 | Feb 14, 2025 | 12 | $114.8M |
| LongView Asset Management LLC | 0002053960 | Feb 4, 2025 | 52 | $114.7M |
| Genesis Wealth Advisors, LLC | 0001637241 | Feb 4, 2025 | 63 | $114.7M |
| Code Waechter LLC | 0002039212 | Jan 13, 2025 | 101 | $114.6M |
| GGV Capital LLC | 0001829132 | Feb 14, 2025 | 8 | $114.5M |
| Runnymede Capital Advisors, Inc. | 0002054540 | Feb 11, 2025 | 285 | $114.5M |
| HFG Advisors, Inc. | 0001911087 | Jan 24, 2025 | 93 | $114.4M |
| Chico Wealth RIA | 0001926037 | Jan 22, 2025 | 30 | $114.4M |
| StepStone Group LP | 0001502287 | Feb 13, 2025 | 14 | $114.4M |
| Accredited Wealth Management, LLC | 0002056519 | Feb 14, 2025 | 357 | $114.3M |
| Cultivar Capital, Inc. | 0001989476 | Jan 23, 2025 | 28 | $114.2M |
| Willner & Heller, LLC | 0001927796 | Jan 16, 2025 | 154 | $114.2M |
| TABR Capital Management, LLC | 0001805603 | Jan 21, 2025 | 29 | $114.1M |
| JDH Wealth Management, LLC | 0002022512 | Jan 22, 2025 | 46 | $114.0M |
| PCG Asset Management, LLC | 0002054906 | Feb 5, 2025 | 78 | $114.0M |
| Superstring Capital Management LP | 0001931118 | Feb 14, 2025 | 38 | $113.9M |
| Panoramic Capital Partners, LLC | 0002052992 | Jan 29, 2025 | 59 | $113.8M |
| Saxony Capital Management, LLC | 0001561330 | Jan 23, 2025 | 132 | $113.6M |
| 7G Capital Management, LLC | 0001720350 | Feb 14, 2025 | 6 | $113.6M |
| Wintrust Investments LLC | 0000049096 | Feb 10, 2025 | 427 | $113.6M |
| Silverberg Bernstein Capital Management LLC | 0002007880 | Jan 14, 2025 | 54 | $113.6M |
| CogentBlue Wealth Advisors, LLC | 0002054047 | Feb 3, 2025 | 60 | $113.6M |
| Hershey Financial Advisers, LLC | 0002034214 | Feb 11, 2025 | 63 | $113.6M |
| Elevate Capital Advisors, LLC | 0001909571 | Jan 29, 2025 | 65 | $113.5M |
| Lansing Management LP | 0001691908 | Feb 14, 2025 | 7 | $113.5M |
| Everest Private Wealth | 0002056683 | Feb 13, 2025 | 50 | $113.5M |
| Broyhill Asset Management, LLC | 0001966057 | Feb 13, 2025 | 73 | $113.5M |
| Crowley Wealth Management, Inc. | 0002055836 | Feb 11, 2025 | 429 | $113.4M |
| Accelerate Investment Advisors LLC | 0002035216 | Jan 13, 2025 | 100 | $113.4M |
| Catherine Avery Investment Management LLC | 0002103454 | Jan 5, 2026 | 176 | $113.3M |
| Greycroft LP | 0001910274 | Feb 14, 2025 | 11 | $113.2M |
| LifePlan Financial, LLC | 0001739485 | Jan 17, 2025 | 86 | $113.2M |
| Cook & Bynum Capital Management, LLC | 0001542280 | Feb 14, 2025 | 5 | $113.1M |
| Sherrill & Hutchins Financial Advisory, Inc | 0002005607 | Jan 14, 2025 | 11 | $113.1M |
| Twin City Private Wealth, LLC | 0002021982 | Feb 11, 2025 | 95 | $113.1M |
| DCVC Opportunity Fund II GP, LLC | 0001668343 | Feb 14, 2025 | 2 | $113.0M |
| AyurMaya Capital Management Company, LP | 0001975990 | Feb 13, 2025 | 2 | $113.0M |
| Lancaster Investment Management | 0001630064 | Feb 10, 2025 | 5 | $112.9M |
| Blue Water Life Science Advisors, LP | 0001789778 | Feb 13, 2025 | 9 | $112.9M |
| Note Advisors, LLC | 0002056243 | Feb 18, 2025 | 75 | $112.9M |
| Rubicon Founders LLC | 0002032489 | Feb 12, 2025 | 1 | $112.9M |
| TCM Advisors, LLC | 0001911491 | Feb 13, 2025 | 62 | $112.9M |
| MeadowBrook Investment Advisors LLC | 0001308290 | Jan 29, 2025 | 310 | $112.8M |
| Adams Street Partners LLC | 0001193586 | Feb 14, 2025 | 6 | $112.8M |
| Reliant Investment Partners, LLC | 0002069207 | May 20, 2025 | 110 | $112.8M |
| Wolfstich Capital, LLC | 0002047009 | Feb 6, 2025 | 23 | $112.8M |
| Perkins Capital Management Inc. | 0000884300 | Feb 11, 2025 | 81 | $112.7M |
| Tassel Capital Management, Inc. | 0001999208 | Feb 7, 2025 | 38 | $112.7M |
| Hickory Point Bank & Trust | 0002039144 | Feb 5, 2025 | 120 | $112.7M |
| AdviceOne Advisory Services, LLC | 0001998980 | Jun 27, 2025 | 30 | $112.7M |
| Bluegrass Capital Partners LP | 0001727353 | Feb 7, 2025 | 11 | $112.7M |
| Womack Financial LLC | 0002107079 | Feb 4, 2026 | 64 | $112.7M |
| Certior Financial Group, LLC | 0002055620 | Feb 13, 2025 | 118 | $112.6M |
| ADG Wealth Management Group, LLC | 0002053824 | Feb 5, 2025 | 28 | $112.6M |
| Summit Investment Advisors, Inc. | 0002055275 | Feb 14, 2025 | 55 | $112.5M |
| SRN Advisors, LLC | 0001872370 | Feb 5, 2025 | 102 | $112.5M |
| Bright Futures Wealth Management, LLC. | 0001803980 | Jan 30, 2025 | 125 | $112.4M |
| Brueske Advisory Services, LLC | 0001879492 | Feb 5, 2025 | 56 | $112.4M |
| Dynamic Wealth Strategies, LLC | 0001812853 | Feb 13, 2025 | 64 | $112.4M |
| Magnolia Private Wealth, LLC | 0002055130 | Feb 5, 2025 | 104 | $112.3M |
| Riverbend Wealth Management, LLC | 0002055570 | Feb 7, 2025 | 114 | $112.3M |
| Putney Financial Group LLC | 0002056907 | Feb 21, 2025 | 321 | $112.3M |
| Villanova Investment Management Co LLC | 0001872130 | Feb 12, 2025 | 57 | $112.3M |
| Arbor Wealth Advisors LLC | 0002009890 | Jan 14, 2025 | 52 | $112.2M |