| Bush Investment Group, LLC | 0001966640 | Apr 29, 2025 | 35 | $132.7M |
| Visa Foundation | 0001709478 | May 12, 2025 | 1 | $132.8M |
| Piper Sandler & Co. | 0000724683 | May 13, 2025 | 29 | $132.9M |
| Bryce Point Capital, LLC | 0002019492 | May 7, 2025 | 176 | $133.0M |
| Wilkins Miller Wealth Management, LLC | 0002057318 | May 13, 2025 | 83 | $133.0M |
| Prossimo Advisors, LLC | 0001965307 | May 7, 2025 | 134 | $133.0M |
| Ring Mountain Capital, LLC | 0002051343 | May 5, 2025 | 90 | $133.1M |
| QSM Asset Management Ltd | 0002058325 | Apr 24, 2025 | 18 | $133.2M |
| Brooktree Capital Management | 0001021296 | May 6, 2025 | 24 | $133.3M |
| Dentgroup LLC | 0001867570 | Apr 14, 2025 | 83 | $133.4M |
| Inman Jager Wealth Management, LLC | 0002052044 | Apr 23, 2025 | 83 | $133.5M |
| HC Advisors, LLC | 0001803295 | May 14, 2025 | 62 | $133.5M |
| Rovida Advisors Inc. | 0001653857 | May 12, 2025 | 12 | $133.5M |
| GatePass Capital, LLC | 0002087399 | Sep 22, 2025 | 114 | $133.6M |
| Tru Independence Asset Management 2, LLC | 0001849497 | Apr 30, 2025 | 90 | $133.6M |
| Forest Hill Capital, LLC | 0001316550 | May 15, 2025 | 38 | $133.6M |
| Robocap Asset Management Ltd | 0002030580 | Apr 30, 2025 | 24 | $133.8M |
| Greenhouse Wealth Management, LLC | 0001843566 | Apr 16, 2025 | 53 | $133.8M |
| Seros Financial, LLC | 0002039918 | Apr 16, 2025 | 55 | $133.8M |
| St. Louis Financial Planners Asset Management, LLC | 0001966171 | Apr 8, 2025 | 26 | $133.8M |
| PSquared Asset Management AG | 0001623624 | May 14, 2025 | 6 | $133.8M |
| Clearview Wealth Advisors LLC | 0001840306 | Apr 23, 2025 | 99 | $133.8M |
| Patrick M Sweeney & Associates, Inc. | 0002010453 | Apr 14, 2025 | 147 | $133.9M |
| Chapman Investment Management, LLC | 0001751006 | May 1, 2025 | 28 | $133.9M |
| MB Generational Wealth, LLC | 0002009056 | May 2, 2025 | 51 | $134.0M |
| Erickson Financial Group, LLC | 0001797734 | Apr 15, 2025 | 26 | $134.0M |
| Peregrine Investment Management Inc. | 0002053303 | May 1, 2025 | 22 | $134.0M |
| Meadow Creek Wealth Advisors LLC | 0001801107 | Apr 28, 2025 | 132 | $134.0M |
| Alethea Capital Management, LLC | 0001549408 | May 14, 2025 | 11 | $134.0M |
| Broadview Financial Management, LLC | 0001697024 | May 14, 2025 | 39 | $134.0M |
| English Capital Management LLC | 0002010442 | May 13, 2025 | 31 | $134.0M |
| Highland Peak Capital, LLC | 0001961320 | May 9, 2025 | 8 | $134.1M |
| Pillar Financial Advisors, LLC | 0002054958 | Apr 14, 2025 | 111 | $134.2M |
| Glenorchy Capital Ltd | 0002008506 | Aug 15, 2025 | 58 | $134.2M |
| Wilson & Boucher Capital Management, LLC | 0001903579 | May 15, 2025 | 107 | $134.2M |
| Slocum, Gordon & Co LLP | 0001993325 | Apr 23, 2025 | 135 | $134.2M |
| Graney & King, LLC | 0002051568 | May 14, 2025 | 346 | $134.3M |
| Caitong International Asset Management Co., Ltd | 0001963355 | May 13, 2025 | 2,122 | $134.5M |
| MSD Partners, L.P. | 0001514334 | May 15, 2025 | 9 | $134.5M |
| Pacific Wealth Strategies Group, Inc. | 0001766571 | Apr 25, 2025 | 53 | $134.6M |
| Sender Co & Partners, Inc. | 0001659380 | May 16, 2025 | 62 | $134.6M |
| BRX Global LP | 0001844103 | May 15, 2025 | 4 | $134.7M |
| Capital & Planning, LLC | 0002053750 | May 16, 2025 | 34 | $134.7M |
| Palacios Wealth Management, LLC | 0002053829 | May 9, 2025 | 64 | $134.7M |
| Continental Advisors LLC | 0001277779 | May 16, 2025 | 33 | $134.7M |
| Tevis Investment Management | 0001940416 | Apr 25, 2025 | 96 | $134.8M |
| Pingora Partners LLC | 0002011176 | May 15, 2025 | 207 | $134.8M |
| Caldwell Investment Management Ltd. | 0001904373 | May 13, 2025 | 31 | $134.8M |
| Vannoy Advisory Group, Inc. | 0002011808 | Apr 23, 2025 | 26 | $134.9M |
| Clark Wealth Partners | 0002107657 | Feb 4, 2026 | 532 | $134.9M |
| Lancaster Investment Management | 0001630064 | Apr 30, 2025 | 6 | $134.9M |
| WealthTrust Asset Management, LLC | 0001867894 | May 1, 2025 | 85 | $134.9M |
| Perbak Capital Partners LLP | 0001968437 | May 15, 2025 | 194 | $134.9M |
| VERITY Wealth Advisors | 0001763138 | Apr 22, 2025 | 72 | $134.9M |
| Forbes Financial Planning, Inc. | 0001911316 | May 8, 2025 | 31 | $135.0M |
| John & Kathleen Schreiber Foundation | 0001910790 | May 9, 2025 | 4 | $135.0M |
| Braun-Bostich & Associates Inc. | 0001740842 | Apr 15, 2025 | 111 | $135.1M |
| Oak Wealth Advisors LLC | 0002056728 | Apr 24, 2025 | 52 | $135.2M |
| NRI Wealth Management LC | 0002027950 | Apr 23, 2025 | 25 | $135.2M |
| Stanich Group LLC | 0002023324 | Apr 17, 2025 | 50 | $135.2M |
| Legacies Wealth LLC | 0001755933 | Apr 25, 2025 | 110 | $135.3M |
| Byrne Asset Management LLC | 0001911322 | Apr 16, 2025 | 557 | $135.3M |
| Stance Capital LLC | 0002056334 | May 16, 2025 | 44 | $135.3M |
| Atlantic Private Wealth, LLC | 0001893143 | May 9, 2025 | 209 | $135.3M |
| Brewster Financial Planning LLC | 0001898145 | Apr 22, 2025 | 25 | $135.3M |
| SFI Advisors, LLC | 0001911308 | May 13, 2025 | 72 | $135.3M |
| Cadence Wealth Management LLC | 0001845250 | May 6, 2025 | 45 | $135.3M |
| Axis Wealth Partners, LLC | 0002052531 | Apr 28, 2025 | 140 | $135.3M |
| Schwallier Wealth Management LLC | 0001934951 | Aug 14, 2025 | 52 | $135.4M |
| Allodium Investment Consultants, LLC | 0002052983 | Apr 23, 2025 | 46 | $135.4M |
| Millennium Capital Advisors, LLC | 0002097025 | Feb 18, 2026 | 114 | $135.5M |
| Financially Speaking Inc | 0002040901 | May 7, 2025 | 78 | $135.6M |
| Stonekeep Investments, LLC | 0002032486 | May 7, 2025 | 60 | $135.6M |
| Algorithmic Investment Models, LLC | 0001806628 | May 15, 2025 | 59 | $135.8M |
| Uhlmann Price Securities, LLC | 0001035344 | Jul 17, 2025 | 186 | $135.8M |
| Fischer Investment Strategies, LLC | 0001977444 | May 15, 2025 | 33 | $135.8M |
| Reyes Financial Architecture, Inc. | 0002047201 | May 1, 2025 | 335 | $135.9M |
| Lam Group, Inc. | 0001961944 | Apr 16, 2025 | 73 | $135.9M |
| Lee, Kelleher & Klein Wealth Management | 0002063827 | May 8, 2025 | 36 | $135.9M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0001015877 | May 8, 2025 | 68 | $135.9M |
| Fire Capital Management LLC | 0002059571 | May 13, 2025 | 89 | $136.0M |
| Sfm, LLC | 0002064225 | Apr 17, 2025 | 56 | $136.0M |
| Cottonwood Capital Advisors, LLC | 0001903321 | Apr 23, 2025 | 124 | $136.0M |
| Afg Fiduciary Services Limited Partnership | 0001907820 | Apr 11, 2025 | 70 | $136.1M |
| Legend Financial Advisors, Inc. | 0001781948 | May 14, 2025 | 37 | $136.1M |
| BankPlus Wealth Management LLC | 0002051117 | Apr 25, 2025 | 98 | $136.1M |
| Orser Capital Management, LLC | 0001785717 | Apr 10, 2025 | 49 | $136.2M |
| Thor Investment Management Inc. /Oh/ | 0000883734 | Jul 20, 2026 | 35 | $136.2M |
| Spahn Wealth & Retirement LLC | 0001949033 | Nov 14, 2025 | 33 | $136.2M |
| Future Financial Wealth Managment LLC | 0001801892 | Apr 9, 2025 | 448 | $136.4M |
| Kingdom Financial Group LLC. | 0001962236 | Apr 24, 2025 | 45 | $136.4M |
| Integrity Wealth Advisors, Inc. | 0001951908 | Jun 2, 2025 | 60 | $136.5M |
| Lightspeed Management Company, L.L.C. | 0001702122 | May 15, 2025 | 9 | $136.5M |
| Dominguez Wealth Management Solutions, Inc. | 0001881335 | May 12, 2025 | 61 | $136.5M |
| STAR Financial Bank | 0001965329 | May 5, 2025 | 104 | $136.6M |
| Lederer & Associates Investment Counsel | 0001089707 | Apr 2, 2025 | 81 | $136.6M |
| Long Corridor Asset Management Ltd | 0001845501 | May 13, 2025 | 18 | $136.6M |
| Kingsman Wealth Management, Inc. | 0002066184 | May 5, 2025 | 64 | $136.8M |
| True Blue (BVI) Ltd | 0002011315 | Jun 24, 2025 | 4 | $136.9M |
| Graphene Investments SAS | 0001965776 | Apr 24, 2025 | 45 | $136.9M |