| Gate City Capital Management, LLC | 0001705447 | May 15, 2024 | 15 | $133.8M |
| Accordant Advisory Group Inc | 0002013499 | Apr 22, 2024 | 199 | $133.8M |
| Bright Financial Advisors, Inc. | 0002022456 | May 9, 2024 | 48 | $133.9M |
| Keene & Associates, Inc. | 0001907874 | Apr 24, 2024 | 82 | $133.9M |
| Meridian Financial Advisors, LLC | 0002032629 | Aug 13, 2024 | 121 | $134.0M |
| CPV Partners, LLC | 0001763844 | May 15, 2024 | 5 | $134.0M |
| Prepared Retirement Institute LLC | 0002056037 | Feb 13, 2025 | 70 | $134.0M |
| Bancreek Capital Management, LP | 0001852042 | May 3, 2024 | 18 | $134.2M |
| Sapphire Ventures, L.P. | 0001697665 | May 10, 2024 | 6 | $134.3M |
| Banco de Sabadell, S.A | 0001730299 | May 14, 2024 | 60 | $134.3M |
| Islay Capital Management, LLC | 0001738560 | May 14, 2024 | 200 | $134.3M |
| Caldwell Investment Management Ltd. | 0001904373 | Apr 26, 2024 | 34 | $134.4M |
| Chesapeake Capital Corp. | 0001093908 | May 10, 2024 | 160 | $134.4M |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0001869164 | May 15, 2024 | 134 | $134.5M |
| Pinnacle Wealth Management Group, Inc. | 0001868491 | Apr 24, 2024 | 109 | $134.6M |
| Scoggin Management LP | 0001086416 | May 15, 2024 | 34 | $134.6M |
| Dunhill Financial, LLC | 0001948904 | May 13, 2024 | 737 | $134.7M |
| Slocum, Gordon & Co LLP | 0001993325 | May 2, 2024 | 131 | $134.7M |
| InTrack Investment Management Inc | 0001847343 | Apr 18, 2024 | 133 | $134.8M |
| Settian Capital LP | 0001911113 | May 6, 2024 | 29 | $134.9M |
| Monument Group Wealth Advisors, LLC | 0001965665 | May 8, 2024 | 47 | $134.9M |
| Whalen Wealth Management Inc. | 0001894447 | Apr 25, 2024 | 112 | $135.0M |
| Applied Fundamental Research, LLC | 0001849776 | May 2, 2024 | 11 | $135.0M |
| MWG Management Ltd. | 0001845151 | May 14, 2024 | 3 | $135.1M |
| Kintra Wealth, LLC | 0001904432 | May 15, 2024 | 120 | $135.1M |
| 17 Capital Partners, LLC | 0001727407 | Apr 11, 2024 | 124 | $135.2M |
| Mango Investments LLC | 0002006561 | May 16, 2024 | 23 | $135.2M |
| Investidor Profissional Gestao de Recursos Ltda. | 0001953154 | May 16, 2024 | 16 | $135.2M |
| Afg Fiduciary Services Limited Partnership | 0001907820 | Apr 15, 2024 | 83 | $135.2M |
| Wrenne Financial Planning LLC | 0002023054 | May 13, 2024 | 29 | $135.2M |
| MASO CAPITAL PARTNERS Ltd | 0001698093 | May 10, 2024 | 36 | $135.3M |
| Washburn Capital Management, Inc. | 0001793923 | Apr 30, 2024 | 38 | $135.3M |
| Blue Creek Capital Management Ltd | 0001854024 | May 9, 2024 | 6 | $135.3M |
| M28 Capital Management LP | 0001807489 | May 14, 2024 | 11 | $135.3M |
| Penney Financial, LLC | 0002049857 | Dec 31, 2024 | 33 | $135.4M |
| Spectrum Investment Advisors, Inc. | 0001856042 | May 6, 2024 | 34 | $135.4M |
| WealthCollab, LLC | 0002017870 | May 10, 2024 | 852 | $135.5M |
| Fort Henry Capital, LLC | 0001843536 | Apr 19, 2024 | 15 | $135.6M |
| Higgins & Schmidt Wealth Strategies LLC | 0001941260 | Mar 25, 2025 | 45 | $135.6M |
| Advantage Trust Co | 0002009346 | May 7, 2024 | 171 | $135.6M |
| First Affirmative Financial Network | 0001656282 | Apr 11, 2024 | 254 | $135.7M |
| Panoramic Investment Advisors, LLC | 0001967332 | Apr 18, 2024 | 113 | $135.7M |
| Shearwater Capital LLC | 0001905665 | Apr 4, 2024 | 43 | $135.7M |
| Chapman Investment Management, LLC | 0001751006 | May 3, 2024 | 32 | $135.7M |
| Pps&v Asset Management Consultants, Inc. | 0001936380 | Apr 10, 2024 | 37 | $135.7M |
| Capital Management Associates, Inc | 0002008851 | May 3, 2024 | 89 | $135.8M |
| SIH Partners, LLLP | 0001996244 | May 7, 2024 | 16 | $135.8M |
| Axiom Advisory, LLC | 0001910475 | Apr 12, 2024 | 36 | $135.9M |
| Algorithmic Investment Models, LLC | 0001806628 | May 10, 2024 | 46 | $135.9M |
| Quarry Hill Advisors, LLC | 0001965346 | Apr 26, 2024 | 46 | $135.9M |
| Aurora Investment Managers, LLC. | 0001798485 | Apr 11, 2024 | 52 | $135.9M |
| Cornerstone Enterprises, LLC | 0001987314 | Feb 13, 2025 | 35 | $135.9M |
| Riverwater Partners LLC | 0001882572 | Apr 19, 2024 | 187 | $136.0M |
| Ti-Trust, Inc. | 0001802284 | Apr 25, 2024 | 133 | $136.1M |
| Hauser Brothers GmbH | 0001508236 | May 13, 2024 | 10 | $136.1M |
| Florida Financial Advisors, LLC | 0002050972 | Jan 10, 2025 | 125 | $136.1M |
| Petra Financial Advisors Inc. | 0001971427 | Apr 23, 2024 | 125 | $136.2M |
| Taylor & Morgan Wealth Management, LLC | 0001844266 | Apr 15, 2024 | 66 | $136.2M |
| Mills Wealth Advisors LLC | 0002029294 | Jul 3, 2024 | 54 | $136.3M |
| Cladis Investment Advisory, LLC | 0001911520 | Oct 9, 2024 | 138 | $136.3M |
| Candelo Capital Management LP | 0001845660 | May 15, 2024 | 20 | $136.4M |
| Hyperion Partners, LLC | 0001971715 | Apr 11, 2024 | 71 | $136.5M |
| Stegner Investment Associates Inc. | 0001907433 | Apr 22, 2024 | 22 | $136.5M |
| Miramar Fiduciary Corp | 0001587301 | May 14, 2025 | 6 | $136.6M |
| Stephenson & Company, Inc. | 0002001544 | Apr 30, 2024 | 38 | $136.8M |
| HRC Wealth Management, LLC | 0002009521 | May 13, 2024 | 41 | $136.9M |
| Planning Capital Management Corp | 0002012016 | Apr 26, 2024 | 652 | $136.9M |
| Asset Planning Corporation | 0000007773 | Apr 29, 2024 | 41 | $137.0M |
| Affinity Investment Advisors, LLC | 0001520601 | May 3, 2024 | 123 | $137.0M |
| Pingora Partners LLC | 0002011176 | May 13, 2024 | 255 | $137.0M |
| Presidio Capital Management, LLC | 0001931750 | Apr 25, 2024 | 50 | $137.1M |
| Pring Turner Capital Group Inc. | 0001568839 | May 13, 2024 | 67 | $137.2M |
| JDM Financial Group LLC | 0001960212 | May 9, 2024 | 213 | $137.2M |
| Broadview Financial Management, LLC | 0001697024 | May 10, 2024 | 40 | $137.3M |
| LFA - Lugano Financial Advisors SA | 0001737871 | May 3, 2024 | 160 | $137.4M |
| Johnson & White Wealth Management, LLC | 0001954136 | Apr 10, 2024 | 86 | $137.4M |
| Pharo Management, Inc. | 0001478032 | May 15, 2024 | 1 | $137.5M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0001015877 | Apr 30, 2024 | 65 | $137.7M |
| Mayfair Advisory Group, LLC | 0001801926 | Apr 18, 2024 | 136 | $137.8M |
| Vawter Financial, Ltd. | 0001974403 | May 16, 2024 | 88 | $137.8M |
| Western Pacific Wealth Management, LP | 0001907320 | May 15, 2024 | 303 | $137.9M |
| Arthedge Capital Management, LLC | 0001846503 | May 15, 2024 | 11 | $137.9M |
| Capital Markets Trading UK LLP | 0001719165 | May 15, 2024 | 76 | $137.9M |
| OV Management LLC | 0002010766 | May 10, 2024 | 61 | $137.9M |
| Epacria Capital Partners, LLC | 0001927623 | May 14, 2024 | 53 | $138.0M |
| Cordatus Wealth Management LLC | 0001715862 | Apr 30, 2024 | 60 | $138.0M |
| DSC Meridian Capital LP | 0001970572 | May 14, 2024 | 8 | $138.0M |
| MWA Asset Management | 0001903058 | May 8, 2024 | 123 | $138.0M |
| Legend Financial Advisors, Inc. | 0001781948 | Apr 17, 2024 | 185 | $138.0M |
| Green Alpha Advisors, LLC | 0001439207 | Apr 10, 2024 | 142 | $138.1M |
| KLR Investment Advisors, LLC | 0001973130 | Apr 23, 2024 | 185 | $138.3M |
| Clio Asset Management LLC | 0001986196 | Apr 23, 2024 | 12 | $138.4M |
| Peterson Wealth Management | 0001785144 | May 15, 2024 | 53 | $138.5M |
| American Planning Services, Inc. | 0001906656 | May 7, 2024 | 49 | $138.5M |
| Melfa Wealth Management, Inc. | 0001962465 | Apr 23, 2024 | 195 | $138.5M |
| AEGON USA Investment Management, LLC | 0001454937 | May 1, 2024 | 36 | $138.5M |
| Olistico Wealth, LLC | 0001962695 | Apr 25, 2024 | 102 | $138.6M |
| Strategic Vision Investment Ltd | 0001720887 | May 13, 2024 | 16 | $138.6M |
| Trust Investment Advisors | 0001597690 | May 9, 2024 | 93 | $138.6M |
| Sustainable Insight Capital Management, LLC | 0001580677 | May 7, 2024 | 67 | $138.6M |