| Archvest Wealth Advisors, Inc. | 0001910174 | Aug 12, 2024 | 61 | $150.9M |
| Evergreen Wealth Management, LLC | 0001965292 | Jul 26, 2024 | 55 | $150.9M |
| Strategic Value Bank Partners LLC | 0001904067 | Aug 8, 2024 | 22 | $150.9M |
| Central Asset Investments & Management Holdings (HK) Ltd | 0001583672 | Aug 12, 2024 | 51 | $150.9M |
| Chaney Capital Management, Inc. | 0002012041 | Jul 18, 2024 | 36 | $150.9M |
| Ballew Advisors, Inc | 0001729096 | Jul 17, 2024 | 102 | $151.0M |
| Kestrel Investment Management Corp. | 0000917579 | Aug 9, 2024 | 37 | $151.0M |
| Pacific Capital Partners Ltd | 0002064920 | May 8, 2025 | 58 | $151.1M |
| Battery Global Advisors, LLC | 0001582272 | Aug 14, 2024 | 35 | $151.1M |
| Center For Asset Management LLC | 0001844878 | Jul 29, 2024 | 121 | $151.2M |
| Ables, Iannone, Moore & Associates, Inc. | 0002013713 | Jul 11, 2024 | 54 | $151.2M |
| CMG Global Holdings, LLC | 0001839445 | Aug 16, 2024 | 92 | $151.2M |
| Asset Allocation & Management Company, LLC | 0001498383 | Jul 9, 2024 | 48 | $151.3M |
| SWP Financial LLC | 0002014200 | Jul 15, 2024 | 50 | $151.3M |
| Garrison Point Advisors, LLC | 0001767107 | Aug 7, 2024 | 143 | $151.5M |
| Boston Mountain Money Management Inc. | 0002022846 | Jul 19, 2024 | 61 | $151.6M |
| Advanced Portfolio Management, LLC | 0001940461 | Aug 14, 2024 | 47 | $151.6M |
| Treasure Coast Financial Planning | 0001911307 | Jul 22, 2024 | 32 | $151.7M |
| Stash Investments, LLC | 0002008308 | Jul 25, 2024 | 5 | $151.7M |
| Cassia Capital Partners, LLC | 0001844897 | Jul 22, 2024 | 59 | $151.7M |
| Disciplined Equity Management, Inc. | 0001909380 | Aug 14, 2024 | 63 | $151.8M |
| Old North State Wealth Management, LLC | 0002041262 | Oct 29, 2024 | 98 | $151.8M |
| Eliot Finkel Investment Counsel, LLC | 0001641643 | Aug 13, 2024 | 30 | $151.9M |
| Lauterbach Financial Advisors, LLC | 0001909828 | Aug 12, 2024 | 64 | $151.9M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 0002053628 | May 12, 2025 | 13 | $151.9M |
| Wells Financial Advisors INC | 0001844454 | Aug 9, 2024 | 83 | $151.9M |
| SummerHaven Investment Management, LLC | 0001846436 | Jul 23, 2024 | 192 | $152.1M |
| BlackDiamond Wealth Management, LLC | 0001903059 | Aug 13, 2024 | 146 | $152.1M |
| Bullseye Investment Management, LLC | 0001912451 | Aug 14, 2024 | 71 | $152.2M |
| R.m.sincerbeaux Capital Management LLC | 0001426774 | Aug 14, 2024 | 37 | $152.2M |
| Concorde Financial Corp | 0001911822 | Aug 14, 2024 | 40 | $152.2M |
| Fairbanks Capital Management, Inc. | 0001681372 | Aug 7, 2024 | 54 | $152.3M |
| Worth Financial Advisory Group, LLC | 0001964358 | Jul 26, 2024 | 148 | $152.4M |
| W Advisors, LLC | 0001929907 | Aug 6, 2024 | 112 | $152.5M |
| Kapstone Financial Advisors LLC | 0001966087 | Aug 2, 2024 | 108 | $152.5M |
| Towerview LLC | 0001166573 | Jul 26, 2024 | 26 | $152.6M |
| William B. Walkup & Associates, Inc. | 0002034054 | Aug 16, 2024 | 158 | $152.7M |
| Capstone Wealth Management Group, LLC | 0001923052 | Aug 9, 2024 | 68 | $152.9M |
| Lancaster Investment Management | 0001630064 | Jul 30, 2024 | 6 | $153.1M |
| New Millennium Group LLC | 0001909654 | Jul 25, 2024 | 415 | $153.1M |
| Solstein Capital, LLC | 0001730769 | Jul 26, 2024 | 316 | $153.3M |
| Keener Financial Planning LLC | 0002004495 | Jul 26, 2024 | 185 | $153.3M |
| Hardin Capital Partners, LLC | 0002033094 | Aug 8, 2024 | 114 | $153.3M |
| Stonebridge Advisors LLC | 0001367441 | Sep 5, 2024 | 4 | $153.3M |
| Wormser Freres Gestion | 0002051288 | Feb 20, 2025 | 46 | $153.4M |
| Strategic Equity Management | 0001843578 | Jul 31, 2024 | 45 | $153.5M |
| Helios Capital Management Pte. Ltd. | 0001727612 | Jul 29, 2024 | 50 | $153.5M |
| Luminus Management LLC | 0001279151 | Aug 14, 2024 | 23 | $153.6M |
| Darrow Company, Inc. | 0001908169 | Jul 23, 2024 | 45 | $153.7M |
| BCR Wealth Strategies, LLC | 0001908380 | Jul 26, 2024 | 30 | $153.7M |
| Guardian Wealth Advisors, LLC | 0001858828 | Aug 8, 2024 | 80 | $153.7M |
| Sunpointe, LLC | 0002012181 | Jul 22, 2024 | 164 | $153.7M |
| Integrity Wealth Solutions LLC | 0002006918 | Jul 26, 2024 | 89 | $153.7M |
| Capital Square, LLC | 0001798736 | Aug 1, 2024 | 159 | $153.8M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0002043130 | Feb 5, 2025 | 121 | $153.8M |
| General Motors Holdings LLC | 0001497345 | Aug 2, 2024 | 5 | $153.9M |
| Axiom Financial Strategies, LLC | 0001831985 | Aug 13, 2024 | 26 | $153.9M |
| True Vision MN LLC | 0002013460 | Aug 12, 2024 | 103 | $154.0M |
| Lakeside Advisors, INC. | 0001913467 | Jul 30, 2024 | 64 | $154.0M |
| Otter Creek Advisors, LLC | 0001640361 | Aug 6, 2024 | 39 | $154.1M |
| Propel Bio Management, LLC | 0001969764 | Aug 12, 2024 | 24 | $154.2M |
| Montz Harcus Wealth Management LLC | 0001918613 | Jul 19, 2024 | 69 | $154.2M |
| Insight Wealth Partners, LLC | 0001627003 | Jul 18, 2024 | 87 | $154.3M |
| Covestor Ltd | 0001909846 | Aug 9, 2024 | 2,828 | $154.3M |
| Mittelman Wealth Management | 0002021464 | Aug 12, 2024 | 72 | $154.3M |
| Green Court Capital Management Ltd | 0001710785 | Aug 9, 2024 | 2 | $154.3M |
| Founders Capital Management | 0001704300 | Jul 10, 2024 | 370 | $154.3M |
| Cobblestone Asset Management LLC | 0001994512 | Jul 17, 2024 | 44 | $154.4M |
| Yoder Wealth Management, Inc. | 0001973967 | Jul 23, 2024 | 103 | $154.5M |
| Boomfish Wealth Group, LLC | 0002010786 | Jul 19, 2024 | 86 | $154.7M |
| Corrado Advisors, LLC | 0001482611 | Aug 5, 2024 | 108 | $154.7M |
| Mendel Capital Management LLC | 0001911384 | Jul 26, 2024 | 99 | $154.7M |
| Little Harbor Advisors, LLC | 0001539639 | Aug 14, 2024 | 8 | $154.8M |
| Opus Investment Management Inc. | 0001097833 | Aug 13, 2024 | 38 | $154.9M |
| Indaba Capital Management, L.P. | 0001524362 | Aug 14, 2024 | 7 | $154.9M |
| Flower City Capital | 0001808394 | Jul 15, 2024 | 32 | $154.9M |
| TrueWealth Financial Partners | 0001908108 | Aug 12, 2024 | 18 | $154.9M |
| BCK Capital Management LP | 0001819275 | Aug 8, 2024 | 76 | $155.0M |
| Finer Wealth Management, Inc. | 0001929071 | Aug 13, 2024 | 73 | $155.0M |
| Watchtower Advisors, LP | 0001807092 | Aug 14, 2024 | 11 | $155.1M |
| Ciovacco Capital Management LLC | 0001653012 | Aug 2, 2024 | 23 | $155.2M |
| Forthright Family Wealth Advisory LLC | 0002008648 | Aug 12, 2024 | 69 | $155.2M |
| Norwood Investment Partners, LP | 0001888610 | Aug 9, 2024 | 11 | $155.3M |
| Equinox Partners Investment Management LLC | 0000938552 | Jul 17, 2024 | 9 | $155.3M |
| Bull Oak Capital, LLC | 0001824263 | Jul 18, 2024 | 45 | $155.3M |
| Emory University | 0001377635 | Aug 6, 2024 | 8 | $155.3M |
| Regency Capital Management Inc.\DE | 0001863894 | Aug 21, 2024 | 47 | $155.3M |
| Family Asset Management, LLC | 0001961278 | Aug 1, 2024 | 210 | $155.4M |
| Brooks, Moore & Associates, Inc. | 0001767040 | Aug 15, 2024 | 88 | $155.5M |
| Plotkin Financial Advisors, LLC | 0001826394 | Nov 15, 2024 | 86 | $155.5M |
| Beaumont Asset Management, L.L.C. | 0001798756 | Aug 2, 2024 | 66 | $155.6M |
| Team Financial Group, LLC | 0001845163 | Aug 13, 2024 | 33 | $155.6M |
| Koesten, Hirschmann & Crabtree, INC. | 0001963421 | Sep 9, 2024 | 221 | $155.7M |
| Aryeh Capital Management Ltd. | 0001803120 | Aug 14, 2024 | 10 | $155.7M |
| Roger Wittlin Investment Advisory, LLC | 0001911328 | Jul 25, 2024 | 49 | $155.8M |
| Crown Advisors Management, Inc. | 0001733248 | Aug 8, 2024 | 41 | $155.8M |
| Armstrong, Fleming & Moore, Inc | 0001990099 | Jul 23, 2024 | 94 | $155.9M |
| Gray Private Wealth, LLC | 0001928877 | Jul 23, 2024 | 39 | $156.0M |
| Toronado Partners, LLC | 0001749611 | Aug 13, 2024 | 10 | $156.1M |
| American State Bank (Iowa) | 0002122473 | Apr 14, 2026 | 122 | $156.2M |