| Andrews, Lucia Wealth Management LLC | 0001906227 | Jul 11, 2025 | 28 | $153.9M |
| Promus Capital, LLC | 0002054921 | Aug 25, 2025 | 304 | $154.0M |
| Merrion Investment Management Co, LLC | 0001383782 | Aug 7, 2025 | 103 | $154.2M |
| Semus Wealth Partners LLC | 0001964775 | Aug 11, 2025 | 113 | $154.2M |
| Harold Davidson & Associates Inc. | 0001430022 | Aug 11, 2025 | 62 | $154.3M |
| Ehrlich Financial Group | 0002010632 | Jul 8, 2025 | 109 | $154.4M |
| Sarissa Capital Management LP | 0001577524 | Aug 14, 2025 | 7 | $154.4M |
| Omega Fund Management, LLC | 0001637359 | Aug 14, 2025 | 13 | $154.4M |
| Columbia River Financial Group, LLC | 0002057074 | Aug 6, 2025 | 53 | $154.5M |
| Kopp Family Office, LLC | 0001683689 | Jul 15, 2025 | 27 | $154.5M |
| Meridian Financial Advisors, LLC | 0002032629 | Jul 16, 2025 | 127 | $154.5M |
| Carnegie Mellon University | 0001039067 | Aug 7, 2025 | 5 | $154.6M |
| Spectrum Planning & Advisory Services Inc. | 0001725394 | Jul 15, 2025 | 95 | $154.6M |
| Ames National Corp. | 0001132651 | Aug 12, 2025 | 65 | $154.6M |
| Momentous Wealth Management, Inc. | 0002055574 | Aug 13, 2025 | 46 | $154.8M |
| Pring Turner Capital Group Inc. | 0001568839 | Aug 12, 2025 | 67 | $154.8M |
| MSD Capital, L.P. | 0001105497 | Aug 14, 2025 | 3 | $154.9M |
| Swisher Financial Concepts, Inc. | 0001947503 | Jul 16, 2025 | 90 | $154.9M |
| Channing Global Advisors, LLC | 0001901222 | Aug 13, 2025 | 47 | $155.0M |
| Sharp Wealth Advisory, LLC | 0001733194 | Jul 25, 2025 | 90 | $155.0M |
| Islay Capital Management, LLC | 0001738560 | Aug 8, 2025 | 202 | $155.1M |
| Lakeside Advisors, INC. | 0001913467 | Jul 23, 2025 | 62 | $155.2M |
| Rf&l Wealth Management, LLC | 0001965915 | Jul 7, 2025 | 59 | $155.2M |
| Greenhouse Wealth Management, LLC | 0001843566 | Jul 17, 2025 | 57 | $155.2M |
| Afg Fiduciary Services Limited Partnership | 0001907820 | Jul 11, 2025 | 84 | $155.2M |
| Eliot Finkel Investment Counsel, LLC | 0001641643 | Jul 22, 2025 | 32 | $155.2M |
| Certus Wealth Management, LLC | 0001989526 | Jul 24, 2025 | 56 | $155.3M |
| Harvest Investment Advisors, LLC | 0001967261 | Aug 14, 2025 | 58 | $155.5M |
| Spahn Wealth & Retirement LLC | 0001949033 | Nov 14, 2025 | 34 | $155.5M |
| Tacita Capital Inc | 0001846287 | Aug 7, 2025 | 215 | $155.5M |
| Castleview Partners, LLC | 0001737088 | Jul 16, 2025 | 172 | $155.6M |
| State of Wisconsin - Board of Commissioners of Public Lands | 0001967732 | Aug 11, 2025 | 6 | $155.6M |
| Cascade Investment Advisors, Inc. | 0001681490 | Jul 25, 2025 | 110 | $155.7M |
| BayBridge Capital Group, LLC | 0001898297 | Jul 17, 2025 | 89 | $155.8M |
| Sfm, LLC | 0002064225 | Jul 17, 2025 | 58 | $155.8M |
| Independent Order of Foresters | 0001538037 | Aug 1, 2025 | 2 | $155.8M |
| Park State Asset Management | 0001908423 | Jul 30, 2025 | 20 | $155.9M |
| Oak Wealth Advisors LLC | 0002056728 | Jul 15, 2025 | 57 | $155.9M |
| Climber Capital SA | 0002011229 | Aug 6, 2025 | 66 | $155.9M |
| Davidson Kahn Capital Management, LLC | 0002055535 | Jul 22, 2025 | 58 | $156.0M |
| Base Wealth Management LLC | 0002083977 | Sep 19, 2025 | 56 | $156.0M |
| Privium Fund Management (UK) Ltd | 0001845773 | Jul 30, 2025 | 8 | $156.1M |
| Sage Private Wealth Group, LLC | 0001845635 | Jul 29, 2025 | 86 | $156.1M |
| Tevis Investment Management | 0001940416 | Aug 1, 2025 | 104 | $156.1M |
| Next Level Wealth Planning, LLC | 0002044208 | Jul 23, 2025 | 54 | $156.1M |
| Fortis Advisors, LLC | 0001697478 | Jul 23, 2025 | 117 | $156.2M |
| Mill Road Capital Management LLC | 0001512275 | Aug 14, 2025 | 24 | $156.2M |
| Lowery Thomas, LLC | 0001919701 | Jul 18, 2025 | 53 | $156.2M |
| Legacy PCG, LLC | 0001952532 | Jul 22, 2025 | 61 | $156.2M |
| Attessa Capital LLC | 0002020560 | Jul 15, 2025 | 36 | $156.2M |
| Peak Planning Group, LLC | 0002097384 | Jun 24, 2026 | 90 | $156.3M |
| Anderson Financial Strategies, LLC | 0002018166 | Aug 11, 2025 | 40 | $156.4M |
| Clay Northam Wealth Management, LLC | 0001915687 | Jul 17, 2025 | 92 | $156.4M |
| Peregrine Investment Management Inc. | 0002053303 | Jul 15, 2025 | 20 | $156.5M |
| Ryan Investment Management, Inc. | 0002074440 | Jul 10, 2025 | 52 | $156.5M |
| Conscious Wealth Investments, LLC | 0002011014 | Aug 1, 2025 | 55 | $156.5M |
| Emergent Wealth Advisors, LLC | 0001799880 | Oct 31, 2025 | 116 | $156.6M |
| LB Partners LLC | 0002007877 | Jul 29, 2025 | 23 | $156.6M |
| Atmos Advisory, LLC | 0001905162 | Jul 15, 2025 | 20 | $156.9M |
| Spectrum Strategic Capital Management, LLC | 0001554961 | Jul 17, 2025 | 42 | $157.0M |
| Keystone Financial Group, Inc. | 0002053642 | Jul 21, 2025 | 148 | $157.0M |
| Thoma Capital Management LLC | 0002060298 | Oct 1, 2025 | 58 | $157.1M |
| ROI Financial Advisors, LLC | 0002011633 | Aug 6, 2025 | 71 | $157.3M |
| Carson Advisory Inc. | 0001909304 | Aug 5, 2025 | 171 | $157.4M |
| Marathon Mission, Inc. | 0001987261 | Jul 2, 2025 | 48 | $157.4M |
| William Mack & Associates, Inc. | 0002096700 | Nov 24, 2025 | 78 | $157.4M |
| Fire Capital Management LLC | 0002059571 | Aug 1, 2025 | 93 | $157.5M |
| Efficient Frontier Advisors LLC | 0002011188 | Jul 9, 2025 | 22 | $157.5M |
| Petra Financial Advisors Inc. | 0001971427 | Aug 1, 2025 | 141 | $157.6M |
| Riverchase Wealth Management, LLC | 0002055985 | Jul 24, 2025 | 68 | $157.6M |
| Vestment Financial LLC | 0002056705 | Jul 15, 2025 | 39 | $157.7M |
| STAR Financial Bank | 0001965329 | Aug 14, 2025 | 109 | $157.7M |
| Seros Financial, LLC | 0002039918 | Jul 21, 2025 | 61 | $157.8M |
| W.H. Cornerstone Investments Inc. | 0001940823 | Aug 8, 2025 | 115 | $157.8M |
| Forthright Family Wealth Advisory LLC | 0002008648 | Aug 13, 2025 | 49 | $157.9M |
| Councilmark Asset Management, LLC | 0002022076 | Aug 12, 2025 | 86 | $157.9M |
| Kaufman Rossin Wealth, LLC | 0002049750 | Jul 11, 2025 | 139 | $158.0M |
| Impala Asset Management LLC | 0001317679 | Aug 27, 2025 | 23 | $158.0M |
| Allodium Investment Consultants, LLC | 0002052983 | Aug 5, 2025 | 49 | $158.0M |
| MPWM Advisory Solutions, LLC | 0002056693 | Aug 14, 2025 | 532 | $158.1M |
| McGinn Penninger Investment Management, Inc. | 0001845031 | Aug 5, 2025 | 38 | $158.1M |
| Visionary Horizons, LLC | 0002003615 | Jul 22, 2025 | 97 | $158.1M |
| Helium Advisors LLC | 0002056653 | Aug 14, 2025 | 105 | $158.1M |
| Ariose Capital Management Ltd | 0001665925 | Jul 17, 2025 | 18 | $158.2M |
| Melfa Wealth Management, Inc. | 0001962465 | Jul 17, 2025 | 200 | $158.2M |
| Arrien Investments, Inc. | 0002052048 | Jul 31, 2025 | 40 | $158.3M |
| West Bancorporation Inc. | 0001166928 | Jul 24, 2025 | 97 | $158.3M |
| Grafton Street Partners Fund, LP | 0001921789 | Aug 15, 2025 | 12 | $158.4M |
| Rareview Capital LLC | 0002044533 | Aug 5, 2025 | 51 | $158.4M |
| FSC Wealth Advisors, LLC | 0001925685 | Sep 2, 2025 | 72 | $158.5M |
| Robocap Asset Management Ltd | 0002030580 | Aug 4, 2025 | 25 | $158.6M |
| Echo45 Advisors LLC | 0001908617 | Aug 13, 2025 | 52 | $158.6M |
| Salzhauer Michael | 0001059543 | Aug 14, 2025 | 74 | $158.6M |
| Pps&v Asset Management Consultants, Inc. | 0001936380 | Jul 9, 2025 | 41 | $158.6M |
| Landing Point Financial Group, LLC | 0002025964 | Aug 12, 2025 | 69 | $158.6M |
| Ledgewood Wealth Advisors, LLC | 0002064043 | Jul 18, 2025 | 70 | $158.7M |
| 22NW, LP | 0001694297 | Aug 14, 2025 | 21 | $158.8M |
| Monument Group Wealth Advisors, LLC | 0001965665 | Jul 29, 2025 | 52 | $158.8M |
| CAP Partners, LLC | 0002006870 | Jul 31, 2025 | 138 | $158.9M |
| Shearwater Capital LLC | 0001905665 | Jul 14, 2025 | 50 | $159.0M |