| Viewpoint Investment Partners Corp. | 0001767457 | Oct 15, 2024 | 9 | $124.6M |
| Oppenheimer & Close, LLC | 0001591377 | Oct 17, 2024 | 51 | $124.8M |
| Klein Pavlis & Peasley Financial, Inc. | 0001907480 | Oct 24, 2024 | 80 | $124.9M |
| Jones Road Capital Management, L.P. | 0001842361 | Nov 13, 2024 | 24 | $124.9M |
| Exane Asset Management | 0001666256 | Nov 5, 2024 | 18 | $124.9M |
| Seed Wealth Management, Inc. | 0001963728 | Nov 4, 2024 | 157 | $125.0M |
| Guerra Pan Advisors, LLC | 0001910386 | Nov 4, 2024 | 106 | $125.0M |
| Bush Investment Group, LLC | 0001966640 | Dec 3, 2024 | 31 | $125.1M |
| Crew Capital Management, Ltd | 0001835669 | Oct 21, 2024 | 132 | $125.1M |
| Opinicus Capital, Inc. | 0002009743 | Nov 4, 2024 | 99 | $125.1M |
| Oracle Investment Management Inc. | 0001012622 | Nov 14, 2024 | 15 | $125.1M |
| A. D. Beadell Investment Counsel, Inc. | 0001569102 | Oct 9, 2024 | 85 | $125.2M |
| Diker Management LLC | 0001276525 | Nov 14, 2024 | 42 | $125.3M |
| Revere Asset Management, Inc | 0001849529 | Feb 26, 2026 | 25 | $125.3M |
| CM Management, LLC | 0001841857 | Nov 12, 2024 | 64 | $125.3M |
| Barnes Pettey Financial Advisors, LLC | 0001908288 | Oct 24, 2024 | 100 | $125.4M |
| Gordian Advisors LLC | 0002011856 | Oct 30, 2024 | 40 | $125.4M |
| Ridgepath Capital Management LLC | 0001943071 | Oct 24, 2024 | 44 | $125.4M |
| Catalys Pacific, LLC | 0002011385 | Nov 12, 2024 | 3 | $125.4M |
| Laraway Financial Advisors Inc | 0001908275 | Nov 15, 2024 | 116 | $125.4M |
| Accordant Advisory Group Inc | 0002013499 | Oct 22, 2024 | 144 | $125.5M |
| Northwest Financial Advisors | 0002010635 | Nov 13, 2024 | 571 | $125.6M |
| Mount Vernon Associates Inc. | 0000799003 | Oct 15, 2024 | 53 | $125.6M |
| Magnolia Capital Management Ltd. | 0001802361 | Oct 21, 2024 | 71 | $125.8M |
| Uhlmann Price Securities, LLC | 0001035344 | Jul 30, 2025 | 178 | $125.8M |
| Legacies Wealth LLC | 0001755933 | Oct 30, 2024 | 110 | $125.9M |
| St. Louis Financial Planners Asset Management, LLC | 0001966171 | Oct 8, 2024 | 31 | $125.9M |
| Grafton Street Partners Fund, LP | 0001921789 | Nov 5, 2024 | 13 | $126.0M |
| Lodbrok Capital LLP | 0001778719 | Nov 14, 2024 | 4 | $126.0M |
| Trademark Financial Management, LLC | 0002011736 | Oct 31, 2024 | 93 | $126.1M |
| Meadow Creek Wealth Advisors LLC | 0001801107 | Oct 22, 2024 | 133 | $126.1M |
| IFS Advisors, LLC | 0001765617 | Oct 15, 2024 | 158 | $126.3M |
| American Planning Services, Inc. | 0001906656 | Nov 14, 2024 | 53 | $126.4M |
| Davis Capital Management | 0001811806 | Oct 1, 2024 | 335 | $126.4M |
| Lionsbridge Wealth Management LLC | 0001800533 | Nov 1, 2024 | 68 | $126.6M |
| Merkkuri Wealth Advisors LLC | 0002040317 | Oct 23, 2024 | 83 | $126.7M |
| Muzinich & Co., Inc. | 0001618824 | Nov 6, 2024 | 38 | $126.7M |
| Sage Advisors, LLC | 0002032121 | Nov 6, 2024 | 25 | $127.0M |
| Summer Road LLC | 0001604873 | Nov 14, 2024 | 26 | $127.0M |
| Sage Private Wealth Group, LLC | 0001845635 | Jan 29, 2025 | 92 | $127.0M |
| Profit Investment Management, LLC | 0001286295 | Oct 9, 2024 | 81 | $127.1M |
| Hummer Financial Advisory Services Inc | 0001802279 | Oct 16, 2024 | 112 | $127.1M |
| Virtus Investment Advisers, LLC | 0000019481 | Nov 14, 2024 | 340 | $127.1M |
| AEGON USA Investment Management, LLC | 0001454937 | Oct 15, 2024 | 35 | $127.3M |
| Green Alpha Advisors, LLC | 0001439207 | Oct 7, 2024 | 141 | $127.3M |
| Ellerson Group Inc. | 0000935570 | Nov 12, 2024 | 48 | $127.4M |
| OxenFree Capital LLC | 0002009781 | Oct 10, 2024 | 40 | $127.4M |
| Aurora Private Wealth, Inc. | 0001802132 | Oct 18, 2024 | 154 | $127.5M |
| Traction Financial Partners, LLC | 0002007748 | Nov 6, 2024 | 56 | $127.5M |
| Balanced Rock Investment Advisors LLC | 0002011851 | Nov 13, 2024 | 88 | $127.5M |
| Golden Road Advisors LLC | 0002014454 | Oct 28, 2024 | 38 | $127.7M |
| Cove Street Capital, LLC | 0001531612 | Nov 12, 2024 | 99 | $127.7M |
| Kraft Asset Management, LLC | 0001908611 | Oct 18, 2024 | 48 | $127.7M |
| BRIGHT VALLEY CAPITAL Ltd | 0001965546 | Nov 13, 2024 | 8 | $127.8M |
| Redwood Financial Network Corp | 0001927724 | Nov 8, 2024 | 149 | $127.8M |
| LifeSteps Financial, Inc. | 0001801373 | Oct 16, 2024 | 85 | $127.8M |
| Curative Ventures V LLC | 0001754072 | Oct 31, 2024 | 1 | $127.8M |
| TPG Advisors LLC | 0002033388 | Oct 28, 2024 | 89 | $127.9M |
| Del-Sette Capital Management, LLC | 0001610580 | Nov 4, 2024 | 35 | $128.0M |
| POM Investment Strategies, LLC | 0001906322 | Oct 18, 2024 | 313 | $128.0M |
| Kore Advisors LP | 0001971339 | Nov 14, 2024 | 13 | $128.1M |
| Applied Capital LLC | 0001965393 | Oct 15, 2024 | 84 | $128.3M |
| Unionview, LLC | 0001908167 | Nov 6, 2024 | 95 | $128.5M |
| Clifford Group, LLC | 0001965522 | Nov 12, 2024 | 74 | $128.6M |
| Templeton & Phillips Capital Management, LLC | 0001961304 | Nov 12, 2024 | 53 | $128.6M |
| Frazier Financial Advisors, LLC | 0002002745 | Nov 6, 2024 | 859 | $128.7M |
| Live Oak Investment Partners | 0001822262 | Nov 5, 2024 | 276 | $128.7M |
| Bruce G. Allen Investments, LLC | 0002005409 | Oct 8, 2024 | 1,116 | $128.8M |
| Lauer Wealth, LLC | 0001860063 | Oct 24, 2024 | 35 | $128.9M |
| Cove Private Wealth, LLC | 0002015131 | Oct 25, 2024 | 76 | $128.9M |
| Brewster Financial Planning LLC | 0001898145 | Oct 10, 2024 | 20 | $129.0M |
| Pangea Capital Gestao de Recursos Ltda. | 0002119167 | Jul 2, 2026 | 4 | $129.1M |
| 4J Wealth Management LLC | 0001840775 | Nov 1, 2024 | 88 | $129.1M |
| Horizons Wealth Management | 0001943228 | Oct 8, 2024 | 172 | $129.2M |
| Morgens Waterfall Vintiadis & Co. Inc. | 0001016150 | Nov 14, 2024 | 24 | $129.2M |
| Bain Capital Public Equity, LP | 0001962552 | Nov 14, 2024 | 32 | $129.2M |
| Vernal Point Advisors, LLC | 0001820363 | Nov 14, 2024 | 20 | $129.2M |
| Sagace Wealth Management LLC | 0002027449 | Oct 15, 2024 | 60 | $129.3M |
| Schulz Wealth, LTD. | 0002011780 | Oct 25, 2024 | 58 | $129.3M |
| Clear Point Advisors Inc. | 0002010474 | Nov 12, 2024 | 572 | $129.3M |
| Zeit Capital LLC | 0001808163 | Oct 10, 2024 | 25 | $129.4M |
| Koa Wealth Management, LLC | 0002022118 | Nov 6, 2024 | 50 | $129.5M |
| Cravens & Co Advisors, LLC | 0001966116 | Nov 13, 2024 | 60 | $129.5M |
| Integrated Capital Management, Inc. | 0001608826 | Oct 7, 2024 | 74 | $129.5M |
| Stonekeep Investments, LLC | 0002032486 | Oct 11, 2024 | 52 | $129.5M |
| Sharp Wealth Advisory, LLC | 0001733194 | Nov 4, 2024 | 96 | $129.5M |
| Cross Staff Investments Inc | 0001900406 | Oct 23, 2024 | 127 | $129.6M |
| Crestwood Capital Management, L.P. | 0001468395 | Nov 13, 2024 | 16 | $129.6M |
| Refined Wealth Management | 0001724729 | Oct 18, 2024 | 27 | $129.7M |
| Washington Capital Management, Inc. | 0000928566 | Oct 15, 2024 | 109 | $129.7M |
| Clearview Wealth Advisors LLC | 0001840306 | Oct 15, 2024 | 95 | $129.7M |
| White Wing Wealth Management | 0002001473 | Oct 7, 2024 | 28 | $129.8M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 0002053628 | May 12, 2025 | 11 | $129.8M |
| Pachira Investments Inc. | 0001563634 | Oct 17, 2024 | 49 | $129.9M |
| Eight 31 Financial, LLC | 0002011328 | Nov 14, 2024 | 66 | $130.0M |
| Garland Capital Management Inc. | 0001181544 | Oct 30, 2024 | 30 | $130.0M |
| RK Asset Management, LLC | 0001595686 | Oct 7, 2024 | 23 | $130.1M |
| Safir Wealth Advisors, LLC | 0001830103 | Oct 8, 2024 | 17 | $130.1M |
| Hauser Brothers GmbH | 0001508236 | Nov 14, 2024 | 10 | $130.2M |
| MontVue Capital Management, Inc. | 0002008758 | Oct 31, 2024 | 55 | $130.3M |