| Highlander Partners, L.P. | 0001903866 | May 1, 2024 | 41 | $144.3M |
| New Century Financial Group, LLC | 0002010693 | Apr 19, 2024 | 177 | $144.3M |
| Worth Financial Advisory Group, LLC | 0001964358 | Apr 30, 2024 | 138 | $144.4M |
| Kellett Wealth Advisors, LLC | 0001910381 | Apr 26, 2024 | 85 | $144.4M |
| Triton Wealth Management, PLLC | 0001791126 | Apr 25, 2024 | 76 | $144.4M |
| Financial Architects, LLC | 0002008540 | Apr 25, 2024 | 23 | $144.5M |
| Armstrong, Fleming & Moore, Inc | 0001990099 | Apr 23, 2024 | 92 | $144.5M |
| Ampfield Management, L.P. | 0001853635 | Apr 16, 2024 | 5 | $144.5M |
| NCP Inc. | 0002023709 | Aug 30, 2024 | 136 | $144.5M |
| Santa Monica Partners LP | 0000904793 | May 14, 2024 | 16 | $144.6M |
| Yunqi Capital Ltd | 0001912273 | May 10, 2024 | 5 | $144.6M |
| FF Advisors,LLC | 0002011904 | Apr 18, 2024 | 86 | $144.6M |
| Clarity Asset Management, Inc. | 0001756759 | May 15, 2024 | 196 | $144.8M |
| Aspen Wealth Strategies, LLC | 0001972517 | May 13, 2024 | 76 | $144.8M |
| Lind Value II ApS | 0001891185 | May 23, 2024 | 2 | $144.8M |
| Ballew Advisors, Inc | 0001729096 | Apr 11, 2024 | 101 | $144.9M |
| Pacific Financial Group Inc. | 0001279926 | May 9, 2024 | 58 | $145.0M |
| Advisory Services & Investments, LLC | 0001862931 | Apr 18, 2024 | 36 | $145.0M |
| Fairbanks Capital Management, Inc. | 0001681372 | May 16, 2024 | 54 | $145.0M |
| Udine Wealth Management, Inc. | 0001907240 | Apr 18, 2024 | 27 | $145.0M |
| Mainsail Financial Group, LLC | 0001961290 | Apr 19, 2024 | 53 | $145.1M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0002043130 | Feb 5, 2025 | 120 | $145.2M |
| Piper Sandler & Co. | 0000724683 | May 13, 2024 | 22 | $145.3M |
| Harbert Fund Advisors, LLC | 0001616659 | May 15, 2024 | 81 | $145.3M |
| Keener Financial Planning LLC | 0002004495 | May 3, 2024 | 186 | $145.4M |
| CMG Global Holdings, LLC | 0001839445 | May 15, 2024 | 92 | $145.6M |
| Waterfall Asset Management, LLC | 0001570717 | May 14, 2024 | 5 | $145.7M |
| BluePointe Capital Management, LLC | 0002040935 | Oct 18, 2024 | 87 | $145.7M |
| Integrity Financial Corp | 0001917704 | May 2, 2024 | 207 | $145.7M |
| W Advisors, LLC | 0001929907 | Apr 25, 2024 | 109 | $145.8M |
| Guardian Financial Partners, LLC | 0001723514 | Apr 26, 2024 | 45 | $145.9M |
| Investments & Financial Planning, LLC | 0001909307 | May 3, 2024 | 33 | $145.9M |
| EHP Funds Inc. | 0001927881 | May 15, 2024 | 171 | $145.9M |
| Dover Advisors, LLC | 0001964541 | Apr 29, 2024 | 113 | $146.0M |
| Robocap Asset Management Ltd | 0002030580 | Aug 8, 2024 | 24 | $146.0M |
| Boston Mountain Money Management Inc. | 0002022846 | May 14, 2024 | 62 | $146.0M |
| Barnett & Company, Inc. | 0001426588 | May 14, 2024 | 83 | $146.1M |
| Wormser Freres Gestion | 0002051288 | Feb 20, 2025 | 42 | $146.1M |
| Concorde Asset Management, LLC | 0001631773 | May 15, 2024 | 135 | $146.2M |
| Soviero Asset Management, LP | 0001755622 | May 15, 2024 | 36 | $146.3M |
| Salvus Wealth Management, LLC | 0001809236 | Apr 12, 2024 | 106 | $146.4M |
| Hamilton Lane Advisors LLC | 0001573767 | Jun 3, 2024 | 17 | $146.5M |
| V2 Financial group LLC | 0002022843 | May 9, 2024 | 75 | $146.6M |
| Successful Portfolios LLC | 0001721780 | Apr 18, 2024 | 171 | $146.6M |
| Granite Harbor Advisors, Inc. | 0001967456 | Apr 30, 2024 | 79 | $146.7M |
| Trevian Wealth Management LLC | 0001901929 | Apr 26, 2024 | 29 | $146.7M |
| Charles Schwab Trust Bank | 0001776551 | May 9, 2024 | 1 | $146.8M |
| Wells Financial Advisors INC | 0001844454 | May 14, 2024 | 69 | $146.8M |
| Summit Wealth Group, LLC | 0001802865 | May 1, 2024 | 43 | $146.8M |
| Yarger Wealth Strategies, LLC | 0001908607 | Apr 29, 2024 | 78 | $146.9M |
| C M Bidwell & Associates Ltd. | 0001091860 | May 14, 2024 | 478 | $146.9M |
| Kapstone Financial Advisors LLC | 0001966087 | May 13, 2024 | 102 | $146.9M |
| Avory & Company, LLC | 0001842766 | May 3, 2024 | 28 | $146.9M |
| Pura Vida Investments, LLC | 0001590144 | May 15, 2024 | 33 | $147.0M |
| Hibernia Wealth Partners, LLC | 0001950637 | May 7, 2024 | 81 | $147.0M |
| Platinum Equity, LLC | 0001228754 | May 15, 2024 | 6 | $147.1M |
| Lakewood Asset Management LLC | 0001966581 | Apr 22, 2024 | 115 | $147.1M |
| Kaizen Financial Strategies | 0001842013 | May 3, 2024 | 123 | $147.1M |
| Sivia Capital Partners, LLC | 0002012032 | Apr 19, 2024 | 189 | $147.1M |
| BCK Capital Management LP | 0001819275 | May 8, 2024 | 71 | $147.3M |
| Piedmont Capital Management, LLC | 0001656150 | May 13, 2024 | 46 | $147.4M |
| Cobblestone Asset Management LLC | 0001994512 | Apr 18, 2024 | 44 | $147.4M |
| HBC Financial Services, PLLC | 0001802872 | May 6, 2024 | 183 | $147.4M |
| Fairway Wealth LLC | 0002019393 | Apr 30, 2024 | 79 | $147.5M |
| Mittelman Wealth Management | 0002021464 | May 6, 2024 | 64 | $147.6M |
| Matrix Private Capital Group LLC | 0001906866 | May 15, 2024 | 144 | $147.6M |
| Thompson Davis & Co., Inc. | 0001017284 | May 2, 2024 | 119 | $147.6M |
| PFS Partners, LLC | 0002002654 | Apr 15, 2024 | 461 | $147.6M |
| BCR Wealth Strategies, LLC | 0001908380 | May 3, 2024 | 21 | $147.7M |
| Evergreen Wealth Management, LLC | 0001965292 | May 3, 2024 | 55 | $147.7M |
| Blue Door Asset Management, LLC | 0001909147 | May 15, 2024 | 14 | $147.8M |
| Montz Harcus Wealth Management LLC | 0001918613 | May 7, 2024 | 71 | $147.8M |
| VCI Wealth Management LLC | 0002009388 | May 2, 2024 | 105 | $147.8M |
| Dogwood Wealth Management LLC | 0002056922 | Feb 28, 2025 | 626 | $147.9M |
| Founders Capital Management | 0001704300 | Apr 10, 2024 | 356 | $147.9M |
| Twin Lakes Capital Management, LLC | 0001847794 | May 13, 2024 | 243 | $148.0M |
| Objective Capital Management, LLC | 0001924152 | Jun 5, 2024 | 137 | $148.1M |
| F/m Investments LLC | 0001834499 | Apr 23, 2024 | 80 | $148.1M |
| River Street Advisors LLC | 0001964897 | Apr 17, 2024 | 127 | $148.1M |
| Catalys Pacific, LLC | 0002011385 | May 14, 2024 | 3 | $148.1M |
| LYNX Capital Group Ltd. | 0001013287 | Aug 10, 2026 | 79 | $148.2M |
| Fee-Only Financial Planning, L.C. | 0001954044 | Apr 25, 2024 | 41 | $148.2M |
| Sebold Capital Management, Inc. | 0001972836 | Apr 11, 2024 | 71 | $148.2M |
| Income Research & Management | 0001165830 | Apr 25, 2024 | 16 | $148.2M |
| Mid-American Wealth Advisory Group, Inc. | 0001911264 | Apr 8, 2024 | 48 | $148.2M |
| Arosa Capital Management LP | 0001596053 | May 15, 2024 | 32 | $148.3M |
| David J Yvars Group | 0001836266 | Apr 11, 2024 | 76 | $148.3M |
| Interchange Capital Partners, LLC | 0001845998 | May 8, 2024 | 167 | $148.3M |
| Granite Group Advisors, LLC | 0002018114 | May 31, 2024 | 94 | $148.5M |
| Fox Hill Wealth Management | 0002016110 | Apr 17, 2024 | 143 | $148.5M |
| Team Financial Group, LLC | 0001845163 | May 13, 2024 | 32 | $148.6M |
| Emprise Bank | 0002018815 | Apr 8, 2024 | 108 | $148.6M |
| Diversified Investment Strategies, LLC | 0001427196 | Apr 29, 2024 | 49 | $148.6M |
| Boomfish Wealth Group, LLC | 0002010786 | May 3, 2024 | 87 | $148.6M |
| LDR Capital Management LLC | 0001566089 | May 1, 2024 | 39 | $148.6M |
| Fortitude Family Office, LLC | 0001950506 | Apr 11, 2024 | 972 | $148.7M |
| GEM Asset Management, LLC | 0001963319 | Apr 30, 2024 | 85 | $148.7M |
| Blacksheep Fund Management Ltd | 0001800249 | May 15, 2024 | 4 | $148.8M |
| Ciovacco Capital Management LLC | 0001653012 | May 10, 2024 | 23 | $148.8M |
| Godshalk Welsh Capital Management, Inc. | 0001631775 | May 15, 2024 | 121 | $148.8M |