| WESPAC Advisors, LLC | 0001484540 | Feb 4, 2025 | 160 | $135.9M |
| Crestwood Capital Management, L.P. | 0001468395 | Feb 12, 2025 | 15 | $136.0M |
| Integrity Wealth Advisors, Inc. | 0001951908 | Feb 13, 2025 | 63 | $136.0M |
| Woodward Diversified Capital, LLC | 0001846177 | Jan 28, 2025 | 132 | $136.1M |
| JP Wealth Management, Inc. | 0001967622 | Jan 24, 2025 | 16 | $136.2M |
| MB Generational Wealth, LLC | 0002009056 | Feb 4, 2025 | 50 | $136.3M |
| Daner Wealth Management, LLC | 0001956649 | Feb 4, 2025 | 56 | $136.3M |
| Unionview, LLC | 0001908167 | Feb 3, 2025 | 91 | $136.4M |
| MidAtlantic Capital Management, Inc. | 0002042068 | Jan 30, 2025 | 245 | $136.5M |
| Hoge Financial Services, LLC | 0001989834 | Jan 31, 2025 | 57 | $136.5M |
| Mountaineer Partners Management, LLC | 0001730532 | Feb 14, 2025 | 17 | $136.6M |
| Clark & Stuart, Inc | 0002048750 | Jan 13, 2025 | 43 | $136.6M |
| Carnegie Mellon University | 0001039067 | Feb 7, 2025 | 6 | $136.7M |
| Future Financial Wealth Managment LLC | 0001801892 | Jan 13, 2025 | 449 | $136.7M |
| FPC Investment Advisory, Inc. | 0002021217 | Feb 4, 2025 | 283 | $136.8M |
| Capital & Planning, LLC | 0002053750 | Feb 3, 2025 | 192 | $136.8M |
| Midwest Capital Advisors, LLC | 0002026480 | Feb 4, 2025 | 191 | $136.8M |
| MPWM Advisory Solutions, LLC | 0002056693 | Feb 18, 2025 | 736 | $136.8M |
| Brightlight Capital Management LP | 0001802838 | Feb 14, 2025 | 8 | $136.8M |
| Galaxy Digital Capital Management GP LLC | 0002118292 | Mar 24, 2026 | 27 | $136.9M |
| Prospera Capital Management, LLC | 0002082673 | Sep 5, 2025 | 15 | $136.9M |
| Foresight Global Investors, Inc. | 0001973323 | Feb 11, 2025 | 12 | $136.9M |
| Pinnacle Investment Management Ltd | 0002056734 | Feb 18, 2025 | 19 | $136.9M |
| Ellerson Group Inc. | 0000935570 | Feb 7, 2025 | 50 | $137.0M |
| Dominguez Wealth Management Solutions, Inc. | 0001881335 | Jan 15, 2025 | 59 | $137.1M |
| Leibman Financial Services, Inc. | 0002006661 | Jan 13, 2025 | 55 | $137.1M |
| Hengistbury Investment Partners LLP | 0001574717 | Feb 12, 2025 | 3 | $137.1M |
| Gallagher Capital Advisors, LLC | 0002034519 | Feb 7, 2025 | 65 | $137.2M |
| Gerber, LLC | 0002014164 | Feb 10, 2025 | 95 | $137.2M |
| Sippican Capital Advisors | 0001557406 | Jan 23, 2025 | 112 | $137.3M |
| Asset Management Advisors, LLC | 0001596355 | Jan 24, 2025 | 15 | $137.3M |
| Thompson David Blair | 0002150492 | Aug 14, 2026 | 113 | $137.3M |
| Axos Invest Inc. | 0002042928 | Jan 28, 2025 | 24 | $137.3M |
| Tsai Capital Corp | 0001574850 | Feb 12, 2025 | 25 | $137.4M |
| Israel Discount Bank of New York | 0001706511 | Feb 14, 2025 | 46 | $137.4M |
| Strathmore Capital Advisors, Inc. | 0002021703 | Jan 7, 2025 | 37 | $137.4M |
| Charles Schwab Trust Bank | 0001776551 | Feb 19, 2025 | 1 | $137.5M |
| Grafton Street Partners Fund, LP | 0001921789 | Feb 14, 2025 | 11 | $137.5M |
| Drummond Knight Asset Management Pty Ltd | 0001808029 | Feb 14, 2025 | 12 | $137.6M |
| University of Wisconsin Foundation | 0001697228 | Feb 13, 2025 | 7 | $137.6M |
| BayBridge Capital Group, LLC | 0001898297 | Jan 28, 2025 | 92 | $137.8M |
| Archvest Wealth Advisors, Inc. | 0001910174 | Jan 28, 2025 | 61 | $138.0M |
| Eagle Wealth Strategies LLC | 0002009882 | Jan 17, 2025 | 105 | $138.0M |
| Emergent Wealth Advisors, LLC | 0001799880 | Oct 31, 2025 | 116 | $138.1M |
| Jericho Financial, LLP | 0001841173 | Jan 27, 2025 | 41 | $138.1M |
| Guerra Pan Advisors, LLC | 0001910386 | Jan 21, 2025 | 112 | $138.2M |
| Prossimo Advisors, LLC | 0001965307 | Jan 31, 2025 | 135 | $138.2M |
| BCK Capital Management LP | 0001819275 | Feb 18, 2025 | 57 | $138.2M |
| Rareview Capital LLC | 0002044533 | Feb 10, 2025 | 53 | $138.2M |
| Christian Investment Advisors, Inc. | 0002055071 | Feb 5, 2025 | 12 | $138.3M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 0001729522 | Feb 13, 2025 | 1 | $138.3M |
| Lionshead Wealth Management, LLC | 0002056752 | Feb 14, 2025 | 114 | $138.3M |
| St. Louis Financial Planners Asset Management, LLC | 0001966171 | Jan 14, 2025 | 33 | $138.4M |
| VERITY Wealth Advisors | 0001763138 | Feb 7, 2025 | 72 | $138.5M |
| Berry Wealth Group, LP | 0002008410 | Jan 24, 2025 | 96 | $138.6M |
| Settian Capital LP | 0001911113 | Feb 11, 2025 | 29 | $138.6M |
| Victrix Investment Advisors | 0002055229 | Feb 14, 2025 | 64 | $138.7M |
| Braun-Bostich & Associates Inc. | 0001740842 | Jan 17, 2025 | 108 | $138.8M |
| STAR Financial Bank | 0001965329 | Feb 14, 2025 | 110 | $138.9M |
| Meadow Creek Wealth Advisors LLC | 0001801107 | Jan 27, 2025 | 137 | $138.9M |
| Indus Capital Partners, LLC | 0001350879 | Feb 14, 2025 | 5 | $139.1M |
| Towerview LLC | 0001166573 | Feb 5, 2025 | 23 | $139.2M |
| WealthTrust Asset Management, LLC | 0001867894 | Feb 10, 2025 | 91 | $139.2M |
| Enavate Sciences Gp, LLC | 0001953107 | Feb 14, 2025 | 5 | $139.2M |
| Advisor Resource Council | 0001820879 | Feb 26, 2025 | 69 | $139.3M |
| Mosaic Financial Group, LLC | 0002011050 | Feb 12, 2025 | 123 | $139.4M |
| Syntax Research, Inc. | 0001999827 | Feb 11, 2025 | 183 | $139.5M |
| Cottonwood Capital Advisors, LLC | 0001903321 | Jan 21, 2025 | 130 | $139.5M |
| Lepercq De Neuflize Asset Management LLC | 0001854423 | Feb 13, 2025 | 14 | $139.5M |
| Glenorchy Capital Ltd | 0002008506 | Feb 14, 2025 | 59 | $139.5M |
| Allen Wealth Management, LLC | 0002012003 | Feb 12, 2025 | 59 | $139.6M |
| Pine Brook Road Advisors, L.P. | 0001630691 | Feb 7, 2025 | 2 | $139.6M |
| M3 Advisory Group, LLC | 0002014826 | Jan 21, 2025 | 145 | $139.7M |
| Pinnacle West Asset Management, Inc. | 0001975730 | Feb 4, 2025 | 114 | $139.7M |
| Fort Henry Capital, LLC | 0001843536 | Jan 21, 2025 | 14 | $139.8M |
| Hauser Brothers GmbH | 0001508236 | Feb 14, 2025 | 10 | $139.8M |
| Broadview Financial Management, LLC | 0001697024 | Feb 3, 2025 | 41 | $139.8M |
| Cascade Investment Group, Inc. | 0000919447 | Jan 16, 2025 | 136 | $139.8M |
| Shorepath Capital Management LLC | 0002012685 | Jan 13, 2025 | 23 | $139.8M |
| Keyvantage Wealth, LLC | 0002050555 | Feb 14, 2025 | 95 | $139.9M |
| Farrell Financial LLC | 0002031235 | Jan 17, 2025 | 66 | $139.9M |
| First Community Trust NA | 0001130344 | Jan 14, 2025 | 319 | $140.0M |
| Tacita Capital Inc | 0001846287 | Feb 6, 2025 | 205 | $140.1M |
| RiverGlades Family Offices LLC | 0001619779 | Feb 13, 2025 | 81 | $140.1M |
| Norwood Investment Partners, LP | 0001888610 | Feb 11, 2025 | 12 | $140.1M |
| Guardian Investment Management | 0001365474 | Jan 16, 2025 | 57 | $140.1M |
| Lam Group, Inc. | 0001961944 | Jan 16, 2025 | 134 | $140.2M |
| Turn8 Private Wealth Inc. | 0002070026 | May 28, 2025 | 45 | $140.3M |
| Arrien Investments, Inc. | 0002052048 | Feb 10, 2025 | 36 | $140.3M |
| Brown Financial Advisory | 0001843853 | Jan 24, 2025 | 34 | $140.4M |
| Lee, Kelleher & Klein Wealth Management | 0002063827 | Apr 17, 2025 | 40 | $140.4M |
| Meriwether Wealth & Planning, LLC | 0002055554 | Feb 7, 2025 | 117 | $140.4M |
| Afg Fiduciary Services Limited Partnership | 0001907820 | Jan 17, 2025 | 71 | $140.4M |
| Erickson Financial Group, LLC | 0001797734 | Jan 30, 2025 | 26 | $140.5M |
| McAlister, Sweet & Associates, Inc. | 0001774087 | Jan 7, 2025 | 21 | $140.6M |
| Legacy PCG, LLC | 0001952532 | Feb 10, 2025 | 58 | $140.6M |
| Ehrlich Financial Group | 0002010632 | Jan 13, 2025 | 106 | $140.7M |
| Avid Wealth Partners LLC | 0001992344 | Jan 27, 2025 | 45 | $140.8M |
| Cladis Investment Advisory, LLC | 0001911520 | Feb 14, 2025 | 131 | $141.0M |
| Periscope Capital Inc. | 0001695320 | Feb 10, 2025 | 199 | $141.1M |