| Park State Asset Management | 0001908423 | Aug 9, 2024 | 19 | $168.3M |
| Sunesis Advisors, LLC | 0001748269 | Jul 16, 2024 | 46 | $168.3M |
| Meridian Financial Partners LLC | 0001763722 | Jul 19, 2024 | 82 | $168.3M |
| Worth Asset Management, LLC | 0001927285 | Jul 11, 2024 | 129 | $168.3M |
| Grand Wealth Management, LLC | 0001939443 | Aug 8, 2024 | 58 | $168.5M |
| Aviso Wealth Management | 0002011802 | Aug 15, 2024 | 151 | $168.5M |
| Cresta Advisors, Ltd. | 0001947670 | Aug 13, 2024 | 44 | $168.6M |
| 1623 Capital LLC | 0001811034 | Aug 13, 2024 | 19 | $168.7M |
| Melone Private Wealth, LLC | 0001905765 | Jul 12, 2024 | 48 | $168.8M |
| Flagship Private Wealth, LLC | 0001842560 | Jul 22, 2024 | 90 | $168.9M |
| First Citizens Financial Corp | 0001800597 | Jul 17, 2024 | 114 | $169.0M |
| Leverty Financial Group, LLC | 0001908386 | Jul 15, 2024 | 33 | $169.0M |
| Pacific Sun Financial Corp | 0000947517 | Jul 19, 2024 | 176 | $169.1M |
| Summit Place Financial Advisors, LLC | 0001801413 | Jul 25, 2024 | 88 | $169.1M |
| Crossingbridge Advisors, LLC | 0001770024 | Aug 13, 2024 | 57 | $169.2M |
| GSI Capital Advisors LLC | 0001391974 | Aug 5, 2024 | 28 | $169.5M |
| Cottage Street Advisors LLC | 0001665302 | Jul 24, 2024 | 96 | $169.5M |
| Forte Asset Management LLC | 0001927129 | Jul 25, 2024 | 61 | $169.5M |
| Lane & Associates LLC | 0002018909 | Aug 7, 2024 | 112 | $169.6M |
| RCS Financial Planning, LLC | 0001963347 | Jul 22, 2024 | 69 | $169.6M |
| McCarthy Asset Management, Inc. | 0001843169 | Aug 14, 2024 | 39 | $169.6M |
| Legacy Bridge, LLC | 0001689144 | Aug 6, 2024 | 286 | $169.6M |
| Bayview Asset Management, LLC | 0001767366 | Aug 13, 2024 | 28 | $169.7M |
| Fairway Wealth LLC | 0002019393 | Aug 9, 2024 | 367 | $169.7M |
| Coombe, Bender & Co LLC | 0001812902 | Aug 12, 2024 | 75 | $169.8M |
| BlueChip Wealth Advisors LLC | 0002015578 | Aug 12, 2024 | 137 | $169.8M |
| Hanwha Asset Management Co., Ltd. | 0001965871 | Aug 12, 2024 | 1 | $169.8M |
| Mainsail Financial Group, LLC | 0001961290 | Jul 16, 2024 | 53 | $169.9M |
| New Insight Wealth Advisors | 0002022328 | Aug 15, 2024 | 83 | $169.9M |
| Pine Harbor Wealth Management, LLC | 0002016051 | Aug 9, 2024 | 97 | $169.9M |
| Loudon Investment Management, LLC | 0001597089 | Aug 6, 2024 | 98 | $170.0M |
| Working Capital Advisors (UK) Ltd. | 0001807878 | Aug 14, 2024 | 3 | $170.1M |
| Patron Partners, LLC | 0001841768 | Aug 5, 2024 | 171 | $170.1M |
| Aurora Investment Counsel | 0001316397 | Aug 22, 2024 | 107 | $170.4M |
| Greytown Advisors Inc. | 0001672829 | Aug 14, 2024 | 71 | $170.5M |
| Woodward Diversified Capital, LLC | 0001846177 | Jul 31, 2024 | 159 | $170.5M |
| Nierenberg Investment Management Company, LLC | 0001282683 | Aug 13, 2024 | 45 | $170.6M |
| Alpha Family Trust | 0001568991 | Aug 9, 2024 | 150 | $170.6M |
| Radcliff Management LLC | 0001911132 | Aug 14, 2024 | 1 | $170.7M |
| Grandview Asset Management LLC | 0001766791 | Jul 16, 2024 | 60 | $170.8M |
| Glass Wealth Management Co LLC | 0002017692 | Jul 30, 2024 | 57 | $171.1M |
| Triton Wealth Management, PLLC | 0001791126 | Aug 14, 2024 | 84 | $171.2M |
| Leslie Global Wealth, LLC | 0001954832 | Jul 31, 2024 | 52 | $171.2M |
| Cairn Investment Group, Inc. | 0001800358 | Aug 6, 2024 | 65 | $171.4M |
| Boulder Wealth Advisors, LLC | 0001874080 | Dec 3, 2024 | 24 | $171.4M |
| Plum Street Advisors, LLC | 0002068236 | May 29, 2025 | 65 | $171.4M |
| Blue Square Asset Management, LLC | 0001769578 | Aug 7, 2024 | 71 | $171.5M |
| Strategic Financial Concepts, LLC | 0001870686 | Aug 6, 2024 | 770 | $171.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0001730521 | Jul 16, 2024 | 135 | $171.8M |
| ELCO Management Co., LLC | 0001690717 | Aug 14, 2024 | 156 | $171.8M |
| Shared Vision Wealth Group LLC | 0002008178 | Jul 24, 2024 | 74 | $171.8M |
| Scalar Gauge Management, LLC | 0001965542 | Aug 14, 2024 | 29 | $171.9M |
| Whitford Management LLC | 0001957726 | Aug 14, 2024 | 16 | $171.9M |
| Eagle Bluffs Wealth Management LLC | 0001906547 | Jul 22, 2024 | 73 | $171.9M |
| O'Connor Financial Group LLC | 0001973783 | Aug 13, 2024 | 52 | $171.9M |
| Burford Brothers, Inc. | 0002001434 | Aug 14, 2024 | 151 | $172.0M |
| Ivy Lane Capital Management, LLC | 0001839851 | Aug 14, 2024 | 12 | $172.1M |
| MN Wealth Advisors, LLC | 0001992972 | Jul 24, 2024 | 102 | $172.3M |
| 626 Financial, LLC | 0001911035 | Jul 12, 2024 | 105 | $172.3M |
| Patrick Mauro Investment Advisor, INC. | 0001953787 | Aug 7, 2024 | 43 | $172.3M |
| EMC Capital Management | 0001847772 | Jul 29, 2024 | 273 | $172.6M |
| Bowman & Co S.C. | 0001906275 | Jul 24, 2024 | 99 | $173.0M |
| Freemont Management S.A. | 0001609120 | Aug 7, 2024 | 76 | $173.1M |
| NetEase, Inc. | 0001110646 | Aug 8, 2024 | 2 | $173.1M |
| Athos Capital Ltd | 0001681662 | Aug 14, 2024 | 39 | $173.2M |
| Briaud Financial Planning Inc | 0001800586 | Jul 26, 2024 | 144 | $173.2M |
| WestBridge Capital Management, LLC | 0001846644 | Jul 24, 2024 | 1 | $173.3M |
| Myecfo, LLC | 0001986457 | Jul 9, 2024 | 55 | $173.4M |
| Income Research & Management | 0001165830 | Jul 23, 2024 | 18 | $173.4M |
| Resolute Wealth Strategies, LLC | 0001973981 | Aug 13, 2024 | 95 | $173.5M |
| Transcendent Capital Group LLC | 0002013703 | Jul 24, 2024 | 433 | $173.5M |
| Legal Advantage Investments, Inc. | 0001841769 | Jul 11, 2024 | 94 | $173.6M |
| Anchor IV Pte. Ltd. | 0001993966 | Aug 14, 2024 | 1 | $173.7M |
| Lagoda Investment Management, L.P. | 0001632108 | Aug 14, 2024 | 40 | $173.8M |
| Northstar Advisory Group, LLC | 0001816000 | Aug 2, 2024 | 95 | $173.9M |
| Resolute Capital Asset Partners LLC | 0001834913 | Aug 12, 2024 | 44 | $173.9M |
| Chicago Wealth Management, Inc. | 0001592178 | Aug 15, 2024 | 49 | $173.9M |
| Evolution Advisers, Inc. | 0001906967 | Jul 26, 2024 | 190 | $174.0M |
| Lifestyle Asset Management, Inc. | 0001845675 | Jul 19, 2024 | 97 | $174.0M |
| Quantum Portfolio Management LLC | 0002003672 | Aug 6, 2024 | 244 | $174.2M |
| Pension & Wealth Management Advisors, Inc. | 0002145782 | Aug 7, 2026 | 362 | $174.2M |
| Sterling Group Wealth Management, LLC | 0001852307 | Jul 15, 2024 | 58 | $174.2M |
| Tower View Wealth Management LLC | 0001729045 | Jul 26, 2024 | 182 | $174.2M |
| Peak Financial Advisors LLC | 0001843309 | Jul 12, 2024 | 72 | $174.3M |
| Applied Capital LLC | 0001862965 | Oct 18, 2024 | 38 | $174.3M |
| Velan Capital Investment Management LP | 0001848809 | Aug 14, 2024 | 17 | $174.6M |
| One Plus One Wealth Management, LLC | 0001860132 | Jul 22, 2024 | 93 | $174.7M |
| Aspire Wealth Management Corp | 0001916412 | Aug 12, 2024 | 180 | $174.8M |
| MRA Advisory Group | 0001841816 | Aug 6, 2024 | 112 | $174.9M |
| Wetzel Investment Advisors, Inc. | 0002009211 | Aug 7, 2024 | 939 | $174.9M |
| HCC Manager LLC | 0001844818 | Aug 13, 2024 | 2 | $174.9M |
| Alternative Investment Advisors, LLC. | 0002009486 | Sep 26, 2024 | 45 | $175.0M |
| Granby Capital Management, LLC | 0001857581 | Aug 14, 2024 | 20 | $175.0M |
| R. W. Roge & Company, Inc. | 0001800745 | Aug 1, 2024 | 45 | $175.1M |
| Arcadia Wealth Management, LLC | 0001964226 | Jul 26, 2024 | 62 | $175.1M |
| Hapanowicz & Associates Financial Services, Inc | 0001695959 | Jul 26, 2024 | 30 | $175.1M |
| Quantitative Strategies, Inc. | 0001810224 | Jul 23, 2024 | 21 | $175.2M |
| Capital Wealth Alliance, LLC | 0001803277 | Jul 24, 2024 | 105 | $175.2M |
| Independent Family Office, LLC | 0001756485 | Aug 14, 2024 | 69 | $175.3M |
| Buttonwood Financial Group, LLC | 0001847661 | Jul 10, 2024 | 29 | $175.3M |