| RiverTree Advisors, LLC | 0001872501 | Oct 22, 2024 | 34 | $147.5M |
| waypoint wealth counsel | 0001807909 | Oct 4, 2024 | 102 | $147.6M |
| National Wealth Management Group, LLC | 0001977723 | Nov 13, 2024 | 141 | $147.6M |
| Sterling Manor Financial, LLC | 0001842015 | Oct 24, 2024 | 28 | $147.6M |
| Broadview Financial Management, LLC | 0001697024 | Nov 25, 2024 | 42 | $147.7M |
| GraniteShares Advisors LLC | 0001839545 | Oct 28, 2024 | 90 | $147.8M |
| Stephenson & Company, Inc. | 0002001544 | Oct 25, 2024 | 39 | $147.8M |
| Successful Portfolios LLC | 0001721780 | Oct 9, 2024 | 163 | $147.8M |
| Syntax Research, Inc. | 0001999827 | Dec 18, 2024 | 189 | $147.8M |
| Global Wealth Management, LLC | 0002039738 | Oct 24, 2024 | 26 | $147.8M |
| Walker Financial Services, Inc. | 0001965479 | Oct 9, 2024 | 29 | $147.9M |
| Exome Asset Management LLC | 0002011932 | Dec 13, 2024 | 59 | $147.9M |
| Afg Fiduciary Services Limited Partnership | 0001907820 | Oct 15, 2024 | 75 | $148.1M |
| W.H. Cornerstone Investments Inc. | 0001940823 | Oct 30, 2024 | 121 | $148.1M |
| Palliser Capital (UK) Ltd | 0001881490 | Oct 28, 2024 | 11 | $148.1M |
| Gouws Capital LLC | 0001908828 | Nov 6, 2024 | 43 | $148.1M |
| Piper Sandler & Co. | 0000724683 | Nov 13, 2024 | 37 | $148.2M |
| Norwood Investment Partners, LP | 0001888610 | Nov 12, 2024 | 12 | $148.2M |
| STAR Financial Bank | 0001965329 | Nov 8, 2024 | 120 | $148.4M |
| Greenhouse Wealth Management, LLC | 0001843566 | Oct 8, 2024 | 59 | $148.5M |
| Motiv8 Investments LLC | 0002024873 | Oct 24, 2024 | 86 | $148.5M |
| Ledgewood Wealth Advisors, LLC | 0002064043 | Apr 15, 2025 | 72 | $148.5M |
| Truxt Investmentos Ltda. | 0001721168 | Nov 4, 2024 | 22 | $148.6M |
| Vesey Street Capital Partners, L.L.C. | 0001910342 | Nov 12, 2024 | 1 | $148.7M |
| Councilmark Asset Management, LLC | 0002022076 | Nov 14, 2024 | 83 | $148.9M |
| Ballew Advisors, Inc | 0001729096 | Oct 10, 2024 | 104 | $149.0M |
| Wealth Group, Ltd. | 0002013988 | Oct 31, 2024 | 152 | $149.0M |
| Taylor & Morgan Wealth Management, LLC | 0001844266 | Oct 24, 2024 | 71 | $149.1M |
| Peoples Bank | 0001998269 | Oct 4, 2024 | 319 | $149.1M |
| Islay Capital Management, LLC | 0001738560 | Nov 7, 2024 | 209 | $149.1M |
| Orland Properties Ltd | 0001550093 | Nov 8, 2024 | 11 | $149.3M |
| Pelham Capital Ltd. | 0001654111 | Oct 18, 2024 | 9 | $149.3M |
| Stonebridge Advisors LLC | 0001367441 | Feb 12, 2025 | 4 | $149.3M |
| Quarry Hill Advisors, LLC | 0001965346 | Oct 25, 2024 | 44 | $149.3M |
| Bislett Management, LLC | 0001425041 | Oct 30, 2024 | 13 | $149.4M |
| Indus Capital Partners, LLC | 0001350879 | Nov 13, 2024 | 5 | $149.4M |
| Lake Hills Wealth Management, LLC | 0001705594 | Oct 11, 2024 | 52 | $149.4M |
| Costello Asset Management, INC | 0001760145 | Nov 1, 2024 | 194 | $149.5M |
| Visionary Horizons, LLC | 0002003615 | Oct 29, 2024 | 89 | $149.5M |
| Williamson Legacy Group, LLC | 0002011965 | Nov 12, 2024 | 105 | $149.6M |
| Meridian Financial Advisors, LLC | 0002032629 | Oct 15, 2024 | 126 | $149.7M |
| BRC Group Holdings, Inc. | 0001464790 | Nov 14, 2024 | 15 | $149.8M |
| West Bancorporation Inc. | 0001166928 | Oct 24, 2024 | 99 | $149.9M |
| NorthStar Asset Management LLC | 0002011587 | Nov 12, 2024 | 80 | $149.9M |
| Masterton Capital Management, LP | 0001817145 | Nov 14, 2024 | 21 | $150.0M |
| Grand Alliance Asset Management Ltd | 0001986124 | Nov 14, 2024 | 10 | $150.2M |
| McGinn Penninger Investment Management, Inc. | 0001845031 | Nov 6, 2024 | 25 | $150.3M |
| Fidelity D & D Bancorp Inc. | 0001098151 | Dec 6, 2024 | 108 | $150.3M |
| Western Pacific Wealth Management, LP | 0001907320 | Oct 31, 2024 | 254 | $150.4M |
| MWA Asset Management | 0001903058 | Nov 8, 2024 | 128 | $150.4M |
| EJF Capital LP | 0001353254 | Nov 14, 2024 | 96 | $150.4M |
| OV Management LLC | 0002010766 | Nov 13, 2024 | 57 | $150.6M |
| Alpine Investment Management Ltd | 0001964631 | Nov 14, 2024 | 5 | $150.7M |
| Rosalind Advisors, Inc. | 0001622627 | Oct 30, 2024 | 29 | $150.7M |
| Planning Capital Management Corp | 0002012016 | Nov 6, 2024 | 779 | $150.9M |
| Tenon Financial LLC | 0002020781 | Oct 23, 2024 | 44 | $151.0M |
| Hedges Asset Management LLC | 0001906202 | Oct 24, 2024 | 112 | $151.1M |
| Round Hill Asset Management | 0001696438 | Nov 12, 2024 | 60 | $151.1M |
| Jacobs Asset Management, LLC | 0001351063 | Nov 14, 2024 | 30 | $151.1M |
| Seven Mile Advisory | 0001987932 | Nov 13, 2024 | 172 | $151.2M |
| Strategic Financial Planning, Inc. | 0001802277 | Oct 25, 2024 | 37 | $151.3M |
| Ecofi Investissements SA | 0002034064 | Nov 13, 2024 | 40 | $151.3M |
| Sard Wealth Management Group, LLC | 0002010095 | Oct 17, 2024 | 46 | $151.3M |
| Barnett & Company, Inc. | 0001426588 | Nov 5, 2024 | 81 | $151.4M |
| Applied Fundamental Research, LLC | 0001849776 | Nov 13, 2024 | 12 | $151.4M |
| Cassia Capital Partners, LLC | 0001844897 | Oct 21, 2024 | 57 | $151.5M |
| Melfa Wealth Management, Inc. | 0001962465 | Oct 16, 2024 | 201 | $151.5M |
| Petra Financial Advisors Inc. | 0001971427 | Oct 28, 2024 | 137 | $151.6M |
| Merrion Investment Management Co, LLC | 0001383782 | Oct 9, 2024 | 103 | $151.6M |
| Diversified Investment Strategies, LLC | 0001427196 | Nov 5, 2024 | 49 | $151.6M |
| Kearns & Associates LLC | 0001908695 | Oct 29, 2024 | 43 | $151.7M |
| apricus wealth, LLC | 0001913842 | Oct 23, 2024 | 92 | $151.7M |
| Sebold Capital Management, Inc. | 0001972836 | Oct 22, 2024 | 69 | $151.7M |
| Menard Financial Group LLC | 0001803156 | Nov 14, 2024 | 112 | $151.8M |
| WealthCollab, LLC | 0002017870 | Nov 14, 2024 | 881 | $151.8M |
| Renaissance Capital LLC | 0001535058 | Oct 15, 2024 | 32 | $151.9M |
| Cambridge Capital Management, LLC | 0002078994 | Aug 6, 2025 | 37 | $152.0M |
| Renasant Bank | 0001656167 | Nov 7, 2024 | 170 | $152.0M |
| International City Management Association Retirement Corp | 0001691813 | Oct 17, 2024 | 5 | $152.0M |
| Aberdeen Wealth Management LLC | 0001802654 | Nov 8, 2024 | 167 | $152.0M |
| Endowment Wealth Management, Inc. | 0001904477 | Nov 6, 2024 | 137 | $152.0M |
| Gould Capital, LLC | 0001908965 | Nov 18, 2024 | 216 | $152.0M |
| John & Kathleen Schreiber Foundation | 0001910790 | Nov 12, 2024 | 3 | $152.2M |
| EMC Capital Management | 0001847772 | Oct 28, 2024 | 273 | $152.2M |
| Smith Thornton Advisors LLC | 0002032436 | Oct 31, 2024 | 136 | $152.2M |
| Long Island Wealth Management, Inc. | 0002011177 | Nov 13, 2024 | 67 | $152.3M |
| Passumpsic Savings Bank | 0002023170 | Nov 20, 2024 | 82 | $152.4M |
| Working Capital Advisors (UK) Ltd. | 0001807878 | Nov 14, 2024 | 3 | $152.4M |
| Share Andrew L. | 0001693672 | Nov 8, 2024 | 14 | $152.5M |
| FCG Investment Co | 0002011697 | Oct 24, 2024 | 93 | $152.5M |
| Altura Wealth Advisors Inc. | 0001931465 | Nov 8, 2024 | 49 | $152.5M |
| Wynn Capital, LLC | 0002009900 | Oct 10, 2024 | 108 | $152.5M |
| Carroll Investors, Inc | 0001911400 | Nov 14, 2024 | 30 | $152.6M |
| Birchcreek Wealth Management, LLC | 0001840341 | Nov 6, 2024 | 117 | $152.6M |
| BRX Global LP | 0001844103 | Nov 14, 2024 | 5 | $152.7M |
| Turiya Advisors Asia Ltd | 0001554179 | Nov 13, 2024 | 2 | $152.7M |
| Keener Financial Planning LLC | 0002004495 | Oct 18, 2024 | 182 | $152.7M |
| Abel Hall, LLC | 0002013339 | Nov 15, 2024 | 160 | $152.7M |
| Corecam Pte. Ltd. | 0002106977 | Mar 9, 2026 | 24 | $152.8M |
| JBR Co Financial Management Inc | 0002017878 | Oct 10, 2024 | 105 | $152.8M |