| Northern Capital Management, Inc. | 0001581794 | Nov 12, 2024 | 41 | $158.3M |
| Nipun Capital, L.P. | 0001781566 | Oct 30, 2024 | 7 | $158.3M |
| Palouse Capital Management, Inc. | 0001056516 | Oct 21, 2024 | 122 | $158.3M |
| Pring Turner Capital Group Inc. | 0001568839 | Nov 13, 2024 | 69 | $158.4M |
| Disciplined Equity Management, Inc. | 0001909380 | Oct 11, 2024 | 63 | $158.4M |
| Pinnacle Wealth Management Group, Inc. | 0001868491 | Oct 10, 2024 | 118 | $158.5M |
| Bancreek Capital Management, LP | 0001852042 | Nov 5, 2024 | 20 | $158.5M |
| Fortitude Advisory Group L.L.C. | 0001928999 | Nov 13, 2024 | 208 | $158.5M |
| Mayfair Advisory Group, LLC | 0001801926 | Oct 23, 2024 | 154 | $158.6M |
| Massachusetts Wealth Management | 0001966011 | Oct 23, 2024 | 88 | $158.6M |
| Values Added Financial LLC | 0001973921 | Oct 28, 2024 | 105 | $158.6M |
| Swisher Financial Concepts, Inc. | 0001947503 | Nov 5, 2024 | 87 | $158.7M |
| Robocap Asset Management Ltd | 0002030580 | Jan 28, 2025 | 24 | $158.7M |
| Farrow Financial, Inc. | 0002010644 | Oct 24, 2024 | 52 | $158.7M |
| Creegan & Nassoura Financial Group, LLC | 0001631054 | Nov 14, 2024 | 77 | $158.7M |
| Criterion Capital Advisors, LLC | 0001765884 | Oct 21, 2024 | 348 | $158.9M |
| Tenret Co LLC | 0001874146 | Nov 14, 2024 | 33 | $159.0M |
| Lakeside Advisors, INC. | 0001913467 | Oct 29, 2024 | 64 | $159.1M |
| Asset Allocation & Management Company, LLC | 0001498383 | Oct 22, 2024 | 47 | $159.1M |
| Fairbanks Capital Management, Inc. | 0001681372 | Nov 13, 2024 | 51 | $159.2M |
| KilterHowling LLC | 0001759354 | Nov 12, 2024 | 50 | $159.2M |
| Mid-American Wealth Advisory Group, Inc. | 0001911264 | Oct 2, 2024 | 44 | $159.3M |
| Carson Advisory Inc. | 0001909304 | Nov 1, 2024 | 177 | $159.3M |
| Covestor Ltd | 0001909846 | Nov 1, 2024 | 2,828 | $159.3M |
| Yunqi Capital Ltd | 0001912273 | Nov 12, 2024 | 5 | $159.3M |
| Tranquilli Financial Advisor LLC | 0001847769 | Nov 14, 2024 | 107 | $159.5M |
| Nicholas Wealth, LLC. | 0001911391 | Oct 29, 2024 | 101 | $159.5M |
| Lancaster Investment Management | 0001630064 | Nov 1, 2024 | 7 | $159.5M |
| Virginia Wealth Management Group, Inc. | 0001898282 | Oct 9, 2024 | 55 | $159.5M |
| Diamant Asset Management, Inc. | 0001731124 | Nov 20, 2024 | 75 | $159.6M |
| Paradigm, Strategies in Wealth Management, LLC | 0001859579 | Oct 24, 2024 | 54 | $159.6M |
| Quartz Partners, LLC | 0001659978 | Nov 8, 2024 | 146 | $159.6M |
| Corrado Advisors, LLC | 0001482611 | Nov 1, 2024 | 103 | $159.7M |
| Cornerstone Enterprises, LLC | 0001987314 | Feb 13, 2025 | 30 | $159.7M |
| AyurMaya Capital Management Company, LP | 0001975990 | Nov 14, 2024 | 2 | $159.7M |
| Guardian Financial Partners, LLC | 0001723514 | Nov 1, 2024 | 44 | $159.9M |
| Williams Financial, LLC | 0001846923 | Oct 22, 2024 | 18 | $160.0M |
| Omega Fund Management, LLC | 0001637359 | Nov 14, 2024 | 11 | $160.0M |
| Revisor Wealth Management LLC | 0001887409 | Nov 12, 2024 | 175 | $160.0M |
| R.H. Dinel Investment Counsel, Inc. | 0001598352 | Oct 11, 2024 | 42 | $160.1M |
| Unconventional Investor, LLC | 0001910387 | Nov 18, 2024 | 34 | $160.1M |
| Boundary Creek Advisors LP | 0001771944 | Nov 8, 2024 | 11 | $160.1M |
| Foundry Financial Group, Inc. | 0002007960 | Oct 22, 2024 | 60 | $160.2M |
| Mountaineer Partners Management, LLC | 0001730532 | Nov 15, 2024 | 15 | $160.4M |
| Millington Financial Advisors, LLC | 0001924615 | Oct 15, 2024 | 83 | $160.5M |
| Hara Capital LLC | 0002010015 | Apr 29, 2025 | 301 | $160.8M |
| McCarthy Asset Management, Inc. | 0001843169 | Nov 18, 2024 | 35 | $160.8M |
| Mudrick Capital Management, L.P. | 0001655183 | Nov 14, 2024 | 3 | $160.9M |
| Little Harbor Advisors, LLC | 0001539639 | Dec 3, 2024 | 7 | $160.9M |
| General Partner, Inc. | 0001800508 | Oct 2, 2024 | 160 | $161.0M |
| Prospect Financial Services LLC | 0002012519 | Oct 15, 2024 | 104 | $161.0M |
| R.m.sincerbeaux Capital Management LLC | 0001426774 | Nov 14, 2024 | 37 | $161.0M |
| Clearfield Capital Management LP | 0001643569 | Nov 7, 2024 | 5 | $161.0M |
| William Allan Corp | 0001910961 | Nov 14, 2024 | 53 | $161.1M |
| Walker Asset Management, LLC | 0001923053 | Oct 23, 2024 | 143 | $161.2M |
| Destiny Capital Corp | 0001965275 | Nov 6, 2024 | 49 | $161.4M |
| Herbst Group, LLC | 0001909319 | Oct 7, 2024 | 58 | $161.4M |
| David J Yvars Group | 0001836266 | Oct 31, 2024 | 80 | $161.5M |
| Garrison Point Advisors, LLC | 0001767107 | Oct 23, 2024 | 146 | $161.6M |
| Schear Investment Advisers, LLC | 0001962838 | Nov 6, 2024 | 84 | $161.6M |
| Von Berge Wealth Management Group, LLC | 0001908070 | Nov 12, 2024 | 66 | $161.6M |
| Meritas Wealth Management, LLC | 0001990690 | Oct 3, 2024 | 50 | $161.6M |
| William B. Walkup & Associates, Inc. | 0002034054 | Nov 15, 2024 | 158 | $161.7M |
| Guardian Wealth Advisors, LLC | 0001858828 | Nov 7, 2024 | 82 | $162.0M |
| Treasure Coast Financial Planning | 0001911307 | Nov 13, 2024 | 35 | $162.0M |
| Beacon Financial Planning, Inc. | 0001966066 | Oct 24, 2024 | 44 | $162.0M |
| Finer Wealth Management, Inc. | 0001929071 | Nov 14, 2024 | 79 | $162.0M |
| 4Thought Financial Group Inc. | 0001840261 | Oct 24, 2024 | 108 | $162.1M |
| TRV GP Iv, LLC | 0001688325 | Nov 6, 2024 | 3 | $162.1M |
| Richmond Brothers, Inc. | 0001540462 | Nov 12, 2024 | 33 | $162.2M |
| Helios Capital Management Pte. Ltd. | 0001727612 | Nov 13, 2024 | 50 | $162.3M |
| Tudor Financial Inc. | 0002045307 | Nov 21, 2024 | 124 | $162.4M |
| W Advisors, LLC | 0001929907 | Oct 28, 2024 | 117 | $162.4M |
| Ade, LLC | 0001845950 | Oct 25, 2024 | 82 | $162.7M |
| New Age Alpha Advisors, LLC | 0001764807 | Nov 12, 2024 | 162 | $162.7M |
| Strategic Value Bank Partners LLC | 0001904067 | Nov 14, 2024 | 18 | $162.9M |
| Salvus Wealth Management, LLC | 0001809236 | Oct 7, 2024 | 115 | $162.9M |
| Mendel Capital Management LLC | 0001911384 | Nov 7, 2024 | 94 | $162.9M |
| Mach-1 Financial Group, LLC | 0001843358 | Nov 1, 2024 | 88 | $163.0M |
| Eliot Finkel Investment Counsel, LLC | 0001641643 | Oct 18, 2024 | 31 | $163.0M |
| Boomfish Wealth Group, LLC | 0002010786 | Oct 15, 2024 | 89 | $163.1M |
| DHK Financial Advisors, Inc. | 0001922962 | Oct 24, 2024 | 83 | $163.1M |
| Oxinas Partners, LLC | 0001759320 | Oct 15, 2024 | 115 | $163.2M |
| LifePro Asset Management | 0001838533 | Oct 9, 2024 | 146 | $163.3M |
| Data Collective IV GP, LLC | 0001664974 | Nov 14, 2024 | 6 | $163.5M |
| McBroom & Associates, LLC | 0001908893 | Oct 18, 2024 | 34 | $163.5M |
| Cetera Trust Company, N.A | 0002005547 | Oct 21, 2024 | 400 | $163.5M |
| C M Bidwell & Associates Ltd. | 0001091860 | Nov 13, 2024 | 501 | $163.5M |
| Baron Financial Group, LLC | 0001832093 | Oct 18, 2024 | 47 | $163.5M |
| State of Wisconsin - Board of Commissioners of Public Lands | 0001967732 | Oct 15, 2024 | 6 | $163.6M |
| Heronetta Management, L.P. | 0001588225 | Oct 31, 2024 | 23 | $163.6M |
| Cohen Investment Advisors LLC | 0001845081 | Oct 7, 2024 | 77 | $163.6M |
| Olistico Wealth, LLC | 0001962695 | Oct 8, 2024 | 311 | $163.7M |
| Vawter Financial, Ltd. | 0001974403 | Nov 6, 2024 | 94 | $163.7M |
| Sutton Place Investors LLC | 0001930301 | Oct 24, 2024 | 123 | $163.7M |
| MTM Financial Group, LLC | 0002132054 | Jun 23, 2026 | 73 | $163.7M |
| Wormser Freres Gestion | 0002051288 | Feb 20, 2025 | 45 | $163.8M |
| SummerHaven Investment Management, LLC | 0001846436 | Oct 16, 2024 | 197 | $163.8M |
| Security National Bank of Sioux City Iowa | 0000894309 | Nov 12, 2024 | 105 | $163.8M |
| Insight Wealth Partners, LLC | 0001627003 | Nov 13, 2024 | 96 | $163.8M |