| Ciovacco Capital Management LLC | 0001653012 | Nov 7, 2024 | 28 | $171.0M |
| Montz Harcus Wealth Management LLC | 0001918613 | Oct 24, 2024 | 76 | $171.2M |
| Monolith Management Ltd | 0002008306 | Nov 13, 2024 | 12 | $171.2M |
| Aletheian Wealth Advisors LLC | 0001922281 | Oct 25, 2024 | 82 | $171.2M |
| Financial Guidance Group, Inc. | 0001929349 | Oct 23, 2024 | 67 | $171.3M |
| Pointe Capital Management LLC | 0001640335 | Oct 24, 2024 | 160 | $171.4M |
| Integrity Wealth Solutions LLC | 0002006918 | Oct 21, 2024 | 92 | $171.4M |
| Armstrong, Fleming & Moore, Inc | 0001990099 | Oct 16, 2024 | 99 | $171.5M |
| Viawealth, LLC | 0001965401 | Nov 13, 2024 | 150 | $171.6M |
| Enterprise Financial Services Corp | 0001025835 | Nov 12, 2024 | 149 | $171.6M |
| Arrowroot Family Office, LLC | 0002017744 | Nov 14, 2024 | 127 | $171.6M |
| Koesten, Hirschmann & Crabtree, INC. | 0001963421 | Nov 4, 2024 | 200 | $171.7M |
| Bullseye Investment Management, LLC | 0001912451 | Nov 14, 2024 | 61 | $171.7M |
| Howard Wealth Management, LLC | 0001766286 | Nov 8, 2024 | 112 | $171.8M |
| Beaumont Asset Management, L.L.C. | 0001798756 | Oct 25, 2024 | 64 | $171.9M |
| Capital Wealth Alliance, LLC | 0001803277 | Oct 30, 2024 | 75 | $171.9M |
| Tower Wealth Partners, Inc. | 0001852808 | Oct 29, 2024 | 75 | $172.0M |
| Riverstone Advisors, LLC | 0001763404 | Nov 4, 2024 | 50 | $172.0M |
| Mader & Shannon Wealth Management, Inc. | 0001535862 | Nov 12, 2024 | 15 | $172.0M |
| Darrow Company, Inc. | 0001908169 | Oct 10, 2024 | 50 | $172.0M |
| Qalhat Capital Ltd | 0001884252 | Nov 14, 2024 | 3 | $172.1M |
| Boston Mountain Money Management Inc. | 0002022846 | Oct 11, 2024 | 64 | $172.2M |
| FinDec Wealth Services, Inc. | 0001916066 | Nov 14, 2024 | 42 | $172.3M |
| Werlinich Asset Management, LLC | 0002000493 | Oct 7, 2024 | 61 | $172.3M |
| Kaizen Financial Strategies | 0001842013 | Nov 4, 2024 | 135 | $172.3M |
| Propel Bio Management, LLC | 0001969764 | Nov 13, 2024 | 21 | $172.4M |
| Cape Ann Savings Bank | 0000936938 | Oct 8, 2024 | 89 | $172.4M |
| Novak & Powell Financial Services, Inc. | 0002011548 | Nov 14, 2024 | 156 | $172.5M |
| American Capital Advisory, LLC | 0002018007 | Oct 30, 2024 | 479 | $172.5M |
| PFG Private Wealth Management, LLC | 0001799957 | Nov 5, 2024 | 238 | $172.5M |
| Heritage Wealth Management, Inc./Texas | 0001966400 | Oct 30, 2024 | 39 | $172.5M |
| Minerva Advisors LLC | 0001541536 | Nov 8, 2024 | 57 | $172.6M |
| Banyan Capital Management, Inc. | 0000846600 | Nov 7, 2024 | 16 | $172.6M |
| Aua Capital Management, LLC | 0001706915 | Oct 16, 2024 | 82 | $172.7M |
| Granite Harbor Advisors, Inc. | 0001967456 | Oct 11, 2024 | 91 | $172.8M |
| CoreFirst Bank & Trust | 0001845199 | Feb 11, 2025 | 342 | $173.1M |
| Independent Order of Foresters | 0001538037 | Nov 8, 2024 | 12 | $173.2M |
| Trivant Custom Portfolio Group, LLC | 0001977992 | Oct 4, 2024 | 174 | $173.3M |
| Castleview Partners, LLC | 0001737088 | Oct 21, 2024 | 543 | $173.4M |
| Delta Capital Management LLC | 0000893738 | Oct 11, 2024 | 87 | $173.4M |
| Matrix Private Capital Group LLC | 0001906866 | Nov 14, 2024 | 152 | $173.5M |
| Emprise Bank | 0002018815 | Oct 1, 2024 | 98 | $173.6M |
| PFS Partners, LLC | 0002002654 | Nov 1, 2024 | 446 | $173.6M |
| Alliance Wealth Advisors, LLC | 0001849724 | Oct 16, 2024 | 137 | $173.7M |
| Kestrel Investment Management Corp. | 0000917579 | Nov 12, 2024 | 40 | $173.7M |
| Factorial Partners, LLC | 0001732687 | Nov 8, 2024 | 75 | $173.8M |
| AYAL Capital Advisors Ltd | 0002011524 | Nov 14, 2024 | 28 | $173.8M |
| Roger Wittlin Investment Advisory, LLC | 0001911328 | Nov 8, 2024 | 54 | $173.8M |
| Paces Ferry Wealth Advisors, LLC | 0001819919 | Nov 12, 2024 | 119 | $173.8M |
| LCM Capital Management Inc | 0001861752 | Oct 28, 2024 | 96 | $173.9M |
| Dogwood Wealth Management LLC | 0002056922 | Feb 28, 2025 | 591 | $173.9M |
| Lagoda Investment Management, L.P. | 0001632108 | Nov 14, 2024 | 34 | $174.1M |
| Acute Investment Advisory, LLC | 0001944780 | Oct 29, 2024 | 15 | $174.1M |
| Bull Oak Capital, LLC | 0001824263 | Oct 23, 2024 | 124 | $174.1M |
| Accent Capital Management, LLC | 0002014179 | Nov 6, 2024 | 208 | $174.2M |
| New Republic Capital, LLC | 0001989988 | Nov 4, 2024 | 236 | $174.2M |
| Stone House Capital Management, LLC | 0001589943 | Nov 14, 2024 | 4 | $174.2M |
| CarsonAllaria Wealth Management, Ltd. | 0001900946 | Oct 21, 2024 | 395 | $174.4M |
| Grandview Asset Management LLC | 0001766791 | Oct 4, 2024 | 64 | $174.5M |
| Hiley Hunt Wealth Management | 0002048051 | Dec 17, 2024 | 38 | $174.5M |
| Financial Futures Ltd Liability Co. | 0001911616 | Oct 24, 2024 | 53 | $174.5M |
| Kades & Cheifetz LLC | 0001957259 | Oct 2, 2024 | 94 | $174.6M |
| Northland Capital Management LLC | 0001693032 | Oct 22, 2024 | 31 | $174.7M |
| GEM Asset Management, LLC | 0001963319 | Oct 9, 2024 | 91 | $174.9M |
| 272 Capital LP | 0001841077 | Dec 5, 2024 | 61 | $175.0M |
| Nvest Financial, LLC | 0001915315 | Oct 9, 2024 | 91 | $175.3M |
| Cna Financial Corp. | 0000021175 | Nov 14, 2024 | 12 | $175.3M |
| Athena Investment Management | 0001921093 | Nov 12, 2024 | 151 | $175.4M |
| NCP Inc. | 0002023709 | Nov 13, 2024 | 136 | $175.5M |
| RedJay Asset Management Inc. | 0002057370 | Feb 21, 2025 | 17 | $175.6M |
| Brogan Financial, Inc. | 0001889918 | Nov 14, 2024 | 52 | $175.7M |
| School Employees Retirement Board of Ohio | 0000315024 | Oct 22, 2024 | 6 | $175.7M |
| MN Wealth Advisors, LLC | 0001992972 | Oct 15, 2024 | 96 | $175.7M |
| EntryPoint Capital, LLC | 0001992519 | Nov 13, 2024 | 594 | $175.8M |
| Prairie Sky Financial Group LLC | 0001985274 | Oct 15, 2024 | 81 | $175.9M |
| Triton Wealth Management, PLLC | 0001791126 | Oct 4, 2024 | 89 | $176.0M |
| Mittelman Wealth Management | 0002021464 | Nov 18, 2024 | 28 | $176.0M |
| AllSquare Wealth Management LLC | 0001633674 | Nov 13, 2024 | 542 | $176.0M |
| Orleans Capital Management Corp. | 0001013234 | Nov 14, 2024 | 94 | $176.0M |
| Whitford Management LLC | 0001957726 | Nov 14, 2024 | 16 | $176.0M |
| Westerly Capital Management, LLC | 0001546172 | Nov 14, 2024 | 40 | $176.1M |
| NVP Associates, LLC | 0001545692 | Nov 12, 2024 | 8 | $176.1M |
| Shelton Wealth Management, LLC | 0001903883 | Oct 21, 2024 | 110 | $176.2M |
| Western Financial Corp | 0001954480 | Oct 21, 2024 | 120 | $176.2M |
| Dover Advisors, LLC | 0001964541 | Oct 15, 2024 | 133 | $176.3M |
| Brigade Capital Management, LP | 0001421306 | Nov 14, 2024 | 13 | $176.4M |
| Brendel Financial Advisors LLC | 0001768065 | Oct 9, 2024 | 94 | $176.4M |
| PACK Private Wealth, LLC | 0001907212 | Oct 28, 2024 | 41 | $176.4M |
| Luminus Management LLC | 0001279151 | Nov 14, 2024 | 18 | $176.5M |
| von Borstel & Associates, Inc. | 0002041065 | Oct 15, 2024 | 36 | $176.5M |
| Hardin Capital Partners, LLC | 0002033094 | Oct 18, 2024 | 116 | $176.6M |
| iSAM Funds (UK) Ltd | 0001919867 | Nov 14, 2024 | 283 | $176.6M |
| Granite FO LLC | 0002034090 | Oct 18, 2024 | 186 | $176.7M |
| Latitude Advisors, LLC | 0001843715 | Oct 29, 2024 | 190 | $176.7M |
| Halter Ferguson Financial Inc. | 0001842665 | Nov 13, 2024 | 32 | $176.8M |
| FMB Wealth Management | 0002040224 | Nov 4, 2024 | 75 | $176.9M |
| Ivy Lane Capital Management, LLC | 0001839851 | Nov 7, 2024 | 12 | $177.0M |
| Delphi Financial Group, Inc. | 0000859139 | Nov 1, 2024 | 21 | $177.1M |
| CMG Global Holdings, LLC | 0001839445 | Nov 12, 2024 | 94 | $177.1M |
| Miller Value Partners | 0001135778 | Nov 14, 2024 | 30 | $177.2M |