| Camelot Portfolios, LLC | 0001569766 | Jul 17, 2026 | 196 | $140.9M |
| Sound Portfolio Advisors, LLC | 0002109204 | Aug 6, 2026 | 48 | $140.9M |
| Bantamac Capital, LLC | 0001794972 | Aug 10, 2026 | 70 | $140.9M |
| Avise Financial Cooperative, Inc. | 0002013342 | Aug 6, 2026 | 114 | $141.0M |
| Ball & Co Wealth Management Inc. | 0002057075 | Jul 31, 2026 | 74 | $141.0M |
| Strategic Advisory Partners, LLC | 0002114344 | Aug 10, 2026 | 41 | $141.1M |
| SIMA Wealth Partners, LLC | 0002135539 | Jul 28, 2026 | 130 | $141.1M |
| Alessandra Capital Management, LLC | 0002132506 | Jul 28, 2026 | 127 | $141.3M |
| Veratis Advisors, Inc. | 0002111807 | Aug 13, 2026 | 84 | $141.3M |
| Nestegg Advisors, Inc. | 0002062716 | Jul 14, 2026 | 53 | $141.4M |
| Merited Wealth, LLC | 0002123943 | Aug 14, 2026 | 73 | $141.4M |
| PartnerRe Asset Management CORP | 0001301542 | Jul 1, 2026 | 2 | $141.5M |
| Keenan, LLC | 0002111703 | Aug 7, 2026 | 45 | $141.6M |
| iSAM Funds (UK) Ltd | 0001919867 | Aug 12, 2026 | 241 | $141.6M |
| Travelers Companies, Inc. | 0000086312 | Aug 7, 2026 | 2 | $141.6M |
| K2 Financial Inc. | 0002044711 | Jul 21, 2026 | 60 | $141.7M |
| Sentinel Wealth Management, Inc. | 0001929328 | Aug 10, 2026 | 39 | $141.9M |
| Kropog Financial Group, LLC | 0002084205 | Aug 6, 2026 | 39 | $141.9M |
| Connective Capital Management, LLC | 0001543568 | Aug 13, 2026 | 70 | $141.9M |
| Hallstatt Advisors L.P. | 0002040638 | Aug 4, 2026 | 13 | $141.9M |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 0002044610 | Aug 14, 2026 | 11 | $142.0M |
| ASL Financial, LLC | 0002105933 | Jul 21, 2026 | 99 | $142.0M |
| MY Wealth Management Inc. | 0001827845 | Aug 7, 2026 | 46 | $142.0M |
| Unifi Asset Management LP | 0002048100 | Aug 7, 2026 | 61 | $142.0M |
| Legacy Advisory Services, LLC | 0002068847 | Jul 21, 2026 | 54 | $142.1M |
| KHIS Custodian LP | 0002055575 | Aug 14, 2026 | 1 | $142.1M |
| Barington Companies Management, LLC | 0000887762 | Aug 12, 2026 | 9 | $142.2M |
| Richwood Investment Advisors, LLC | 0001911900 | Jul 29, 2026 | 106 | $142.2M |
| Greenhouse Wealth Management, LLC | 0001843566 | Aug 6, 2026 | 52 | $142.3M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0002114795 | Aug 11, 2026 | 408 | $142.4M |
| Seelaus Asset Management LLC | 0001705655 | Jul 16, 2026 | 204 | $142.4M |
| Virtue Asset Management LLC | 0002094533 | Jul 29, 2026 | 108 | $142.4M |
| Somerset Group LLC | 0001567912 | Aug 12, 2026 | 58 | $142.5M |
| Peak Wealth Management LLC | 0002094948 | Jul 14, 2026 | 59 | $142.5M |
| Clearfield Capital Management LP | 0001643569 | Aug 14, 2026 | 5 | $142.6M |
| Rye Brook Capital LLC | 0001844147 | Jul 20, 2026 | 40 | $142.6M |
| Emmett Investment Management, LP | 0002042845 | Aug 14, 2026 | 28 | $142.6M |
| Outfitters Financial LLC | 0001846505 | Aug 10, 2026 | 80 | $142.6M |
| Twin City Private Wealth, LLC | 0002021982 | Aug 12, 2026 | 104 | $142.6M |
| Guardsman Private Capital Management, Inc. | 0002110760 | Jul 27, 2026 | 44 | $142.7M |
| Gilbert Capital Group, Inc. | 0002035854 | Jul 13, 2026 | 56 | $142.8M |
| LifePlan Financial, LLC | 0001739485 | Jul 21, 2026 | 89 | $142.8M |
| White Knight Strategic Wealth Advisors, LLC | 0001904677 | Aug 14, 2026 | 89 | $142.8M |
| Strategic Value Bank Partners LLC | 0001904067 | Aug 13, 2026 | 10 | $142.8M |
| Midwestern Financial, LLC | 0002083276 | Aug 13, 2026 | 54 | $142.8M |
| Matters Capital LLC | 0002110838 | Aug 12, 2026 | 75 | $142.9M |
| Commons Capital, LLC | 0001912835 | Jul 30, 2026 | 96 | $142.9M |
| Grizzlyrock Capital, LLC | 0002011732 | Aug 14, 2026 | 20 | $143.0M |
| Maxele Advisors, LLC | 0002096567 | Aug 17, 2026 | 98 | $143.1M |
| Sonnipe Ltd. | 0001946733 | Aug 14, 2026 | 1 | $143.2M |
| Cannell Capital LLC | 0001058854 | Aug 18, 2026 | 34 | $143.2M |
| Sectoral Asset Management Inc. | 0001274413 | Aug 14, 2026 | 82 | $143.3M |
| Integrated Capital Management, Inc. | 0001608826 | Jul 7, 2026 | 57 | $143.3M |
| Jordan Park Trust Co LLC | 0002051108 | Jul 27, 2026 | 15 | $143.4M |
| Pathway Wealth Management LLC | 0002135623 | Jul 20, 2026 | 31 | $143.4M |
| Bank of Marin | 0001801145 | Aug 13, 2026 | 133 | $143.4M |
| Atlas Venture Advisors, Inc. | 0001767432 | Jul 28, 2026 | 3 | $143.4M |
| Flax Pond Capital, LLC | 0002106996 | Aug 14, 2026 | 56 | $143.5M |
| Acuta Capital Partners, LLC | 0001582844 | Aug 14, 2026 | 23 | $143.5M |
| Woodside Wealth Management LLC | 0002064883 | Jul 24, 2026 | 45 | $143.5M |
| Fox Financial, Inc | 0002004131 | Aug 4, 2026 | 12 | $143.6M |
| Blue Jean Financial LLC | 0002047089 | Jul 24, 2026 | 70 | $143.7M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 0001894044 | Jul 21, 2026 | 40 | $143.8M |
| Planwiser Financial, LLC | 0002043741 | Aug 7, 2026 | 50 | $143.9M |
| Carbahal Olsen Financial Services Group, LLC | 0002052538 | Aug 14, 2026 | 40 | $144.0M |
| Sharp Capital Gestora de Recursos Ltda. | 0001818890 | Aug 13, 2026 | 6 | $144.1M |
| Aquamarine Capital (Aquamarine Zurich) | 0001953324 | Jul 10, 2026 | 7 | $144.1M |
| Oakmont Investment Advisors, Inc. | 0002150170 | Aug 14, 2026 | 115 | $144.1M |
| Marble Bar Asset Management LLP | 0001346570 | Aug 14, 2026 | 42 | $144.2M |
| Boyce & Associates Wealth Consulting, Inc. | 0001922884 | Jul 23, 2026 | 82 | $144.2M |
| Beacon Hill Wealth Management LTD. | 0002147314 | Aug 11, 2026 | 27 | $144.3M |
| Blueline Advisors LLC | 0002110066 | Jul 27, 2026 | 260 | $144.4M |
| Robert B. Daugherty Foundation | 0001515721 | Jul 2, 2026 | 1 | $144.4M |
| Sierra Ocean, LLC | 0002051715 | Aug 7, 2026 | 72 | $144.5M |
| LM Asset Management Inc. | 0002057190 | Aug 11, 2026 | 9 | $144.5M |
| NorthLanding Financial Partners, LLC | 0001655982 | Jul 23, 2026 | 45 | $144.5M |
| McLaughlin Asset Management, Inc. | 0002112239 | Aug 12, 2026 | 96 | $144.5M |
| Warm Springs Advisors Inc. | 0002057078 | Aug 12, 2026 | 45 | $144.6M |
| Gilpin Wealth Management, LLC | 0002058144 | Jul 24, 2026 | 1,063 | $144.6M |
| Post Resch Tallon Group Inc. | 0002054476 | Jul 7, 2026 | 138 | $144.6M |
| Clifford Group, LLC | 0001965522 | Aug 14, 2026 | 86 | $144.6M |
| Snowwater Investment Partners, LLC | 0002075393 | Aug 14, 2026 | 98 | $144.6M |
| Clarity Retirement & Wealth, LLC | 0002103352 | Jul 30, 2026 | 32 | $144.6M |
| Pangea Capital Gestao de Recursos Ltda. | 0002119167 | Aug 14, 2026 | 10 | $144.7M |
| Pinnacle West Asset Management, Inc. | 0001975730 | Aug 12, 2026 | 104 | $144.7M |
| Jacobs Equity LLC | 0002111761 | Aug 17, 2026 | 121 | $144.7M |
| Elizabeth Park Capital Advisors, Ltd. | 0001600583 | Aug 13, 2026 | 44 | $144.8M |
| SWP Investment Management LLC | 0002098300 | Jul 2, 2026 | 43 | $144.8M |
| Twin Peaks Capital Ltd | 0002153025 | Sep 16, 2026 | 13 | $144.9M |
| Magnolia Capital Management Ltd. | 0001802361 | Jul 10, 2026 | 75 | $144.9M |
| Extract Advisors LLC | 0001703148 | Aug 14, 2026 | 22 | $144.9M |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 0002111369 | Jul 23, 2026 | 91 | $145.0M |
| Dara Capital Us, Inc. | 0001891892 | Jul 23, 2026 | 110 | $145.0M |
| LightSquare Wealth Management, LLC | 0002118318 | Aug 4, 2026 | 104 | $145.0M |
| Anchor Capital Management Group Inc | 0000894119 | Jul 28, 2026 | 15 | $145.1M |
| Global Trust Wealth Management LLC | 0002065265 | Jul 16, 2026 | 75 | $145.2M |
| Cushing Capital Partners, LLC | 0002054827 | Jul 29, 2026 | 99 | $145.2M |
| Corus Family Wealth Advisors | 0001894830 | Jul 30, 2026 | 82 | $145.2M |
| RMR Capital Management, LLC | 0002032709 | Jul 27, 2026 | 76 | $145.2M |
| Hegarty Advisors, LLC | 0002107727 | Jul 27, 2026 | 66 | $145.3M |