| Channing Global Advisors, LLC | 0001901222 | Jan 29, 2025 | 50 | $150.1M |
| Apis Capital Advisors, LLC | 0001386892 | Feb 14, 2025 | 29 | $150.1M |
| 2UniFi Bank | 0002040900 | Jan 31, 2025 | 516 | $150.2M |
| BRIGHT VALLEY CAPITAL Ltd | 0001965546 | Feb 14, 2025 | 8 | $150.2M |
| Arthedge Capital Management, LLC | 0001846503 | Feb 14, 2025 | 10 | $150.2M |
| National Wealth Management Group, LLC | 0001977723 | Feb 12, 2025 | 146 | $150.2M |
| Fidelity D & D Bancorp Inc. | 0001098151 | Feb 27, 2025 | 110 | $150.2M |
| Pelham Capital Ltd. | 0001654111 | Jan 28, 2025 | 12 | $150.3M |
| OMNI 360 Wealth, Inc. | 0002010436 | Oct 27, 2025 | 111 | $150.4M |
| MWA Asset Management | 0001903058 | Jan 28, 2025 | 125 | $150.4M |
| Palouse Capital Management, Inc. | 0001056516 | Jan 30, 2025 | 139 | $150.4M |
| DSC Meridian Capital LP | 0001970572 | Feb 7, 2025 | 14 | $150.4M |
| Blue Door Asset Management, LLC | 0001909147 | Feb 14, 2025 | 13 | $150.5M |
| Horizon Family Wealth, Inc. | 0001910660 | Feb 11, 2025 | 81 | $150.5M |
| Solas Capital Management, LLC | 0001604867 | Feb 14, 2025 | 19 | $150.6M |
| Bastion Asset Management Inc. | 0001977794 | Feb 14, 2025 | 46 | $150.8M |
| Bullseye Investment Management, LLC | 0001912451 | Feb 12, 2025 | 76 | $150.9M |
| LifeWealth Investments, LLC | 0002033794 | Feb 26, 2025 | 148 | $150.9M |
| Defined Wealth Management, LLC | 0001849518 | Jan 15, 2025 | 106 | $151.0M |
| Cadence Wealth Management LLC | 0001845250 | Feb 10, 2025 | 47 | $151.0M |
| Semus Wealth Partners LLC | 0001964775 | Jan 31, 2025 | 112 | $151.0M |
| Wolff Wiese Magana LLC | 0001832097 | Jan 14, 2025 | 958 | $151.0M |
| RedJay Asset Management Inc. | 0002057370 | Feb 21, 2025 | 16 | $151.1M |
| Stegner Investment Associates Inc. | 0001907433 | Feb 6, 2025 | 27 | $151.1M |
| Lakeside Advisors, INC. | 0001913467 | Feb 3, 2025 | 63 | $151.1M |
| Sanctuary Wealth Management, L.L.C. | 0001728436 | Feb 12, 2025 | 272 | $151.2M |
| Costello Asset Management, INC | 0001760145 | Jan 24, 2025 | 188 | $151.2M |
| Efficient Frontier Advisors LLC | 0002011188 | Jan 28, 2025 | 17 | $151.2M |
| Greenhouse Wealth Management, LLC | 0001843566 | Jan 15, 2025 | 60 | $151.3M |
| Sterling Investment Counsel, LLC | 0001925853 | Jan 22, 2025 | 128 | $151.3M |
| Green Court Capital Management Ltd | 0001710785 | Feb 6, 2025 | 3 | $151.3M |
| Bridge Generations Wealth Management LLC | 0002056071 | Feb 13, 2025 | 97 | $151.4M |
| Robinson Value Management, Ltd. | 0001694283 | Jan 28, 2025 | 75 | $151.5M |
| Griffith & Werner, Inc. | 0002057200 | Feb 20, 2025 | 69 | $151.5M |
| Hedges Asset Management LLC | 0001906202 | Jan 17, 2025 | 110 | $151.5M |
| Boyar Asset Management Inc. | 0001218254 | Feb 14, 2025 | 78 | $151.6M |
| Paradigm, Strategies in Wealth Management, LLC | 0001859579 | Jan 14, 2025 | 50 | $151.7M |
| Main Line Retirement Advisors, LLC | 0001809416 | Jan 22, 2025 | 40 | $151.8M |
| Treasure Coast Financial Planning | 0001911307 | Jan 31, 2025 | 37 | $151.8M |
| Financial Designs Corp | 0001561383 | Jan 21, 2025 | 20 | $151.8M |
| Red Tree Management, LLC | 0002055980 | Feb 14, 2025 | 4 | $152.0M |
| Mork Capital Management, LLC | 0001626494 | Feb 14, 2025 | 121 | $152.0M |
| Able Wealth Management LLC | 0002011908 | Feb 3, 2025 | 96 | $152.1M |
| Arosa Capital Management LP | 0001596053 | Feb 14, 2025 | 33 | $152.1M |
| Claris Financial LLC | 0002060278 | Jun 17, 2025 | 153 | $152.2M |
| Vesey Street Capital Partners, L.L.C. | 0001910342 | Feb 5, 2025 | 1 | $152.2M |
| West Bancorporation Inc. | 0001166928 | Jan 23, 2025 | 95 | $152.2M |
| RiverTree Advisors, LLC | 0001872501 | Jan 16, 2025 | 46 | $152.2M |
| Legacy Investment Solutions, LLC | 0002044858 | Feb 14, 2025 | 745 | $152.3M |
| Legacy Wealth Managment, LLC | 0002045082 | Feb 13, 2025 | 745 | $152.3M |
| Echo45 Advisors LLC | 0001908617 | Jan 17, 2025 | 52 | $152.3M |
| Elkhorn Partners Limited Partnership | 0000928400 | Feb 13, 2025 | 42 | $152.3M |
| Visionary Horizons, LLC | 0002003615 | Jan 28, 2025 | 89 | $152.4M |
| Fortis Advisors, LLC | 0001697478 | Jan 14, 2025 | 108 | $152.4M |
| Renaissance Capital LLC | 0001535058 | Jan 24, 2025 | 25 | $152.4M |
| Cary Street Partners Investment Advisory LLC | 0001766904 | Feb 14, 2025 | 515 | $152.5M |
| Spahn Wealth & Retirement LLC | 0001949033 | Feb 12, 2025 | 31 | $152.5M |
| Pingora Partners LLC | 0002011176 | Feb 14, 2025 | 224 | $152.5M |
| EdgeRock Capital LLC | 0001908378 | Feb 4, 2025 | 67 | $152.6M |
| Tejara Capital Ltd | 0001879713 | Feb 10, 2025 | 54 | $152.6M |
| Straightline Group LLC | 0001444864 | Feb 12, 2025 | 51 | $152.6M |
| Barnett & Company, Inc. | 0001426588 | Feb 11, 2025 | 79 | $152.7M |
| Prentiss Smith & Co. Inc. | 0001134687 | Jan 23, 2025 | 70 | $152.8M |
| Lloyd Harbor Capital Management, LLC | 0001847935 | Feb 14, 2025 | 17 | $152.8M |
| LFA - Lugano Financial Advisors SA | 0001737871 | Feb 10, 2025 | 193 | $153.0M |
| FFG Retirement Advisors LLC | 0001966438 | Jan 22, 2025 | 44 | $153.1M |
| New Republic Capital, LLC | 0001989988 | Jan 29, 2025 | 234 | $153.1M |
| OCO Capital Partners, L.P. | 0001764525 | Feb 14, 2025 | 3 | $153.2M |
| StoneCrest Wealth Management, Inc. | 0002008409 | Jan 15, 2025 | 63 | $153.2M |
| waypoint wealth counsel | 0001807909 | Jan 22, 2025 | 98 | $153.2M |
| Fortune 45 LLC | 0001918707 | Feb 13, 2025 | 25 | $153.2M |
| DC Investments Management, LLC | 0001565951 | Feb 14, 2025 | 92 | $153.3M |
| Cobblestone Asset Management LLC | 0001994512 | Jan 22, 2025 | 52 | $153.3M |
| Diversified Investment Strategies, LLC | 0001427196 | Jan 23, 2025 | 50 | $153.3M |
| Hudson Canyon Capital Management | 0001978883 | Jan 31, 2025 | 53 | $153.3M |
| Lowery Thomas, LLC | 0001919701 | Feb 7, 2025 | 56 | $153.4M |
| Corrado Advisors, LLC | 0001482611 | Feb 5, 2025 | 106 | $153.5M |
| Panoramic Investment Advisors, LLC | 0001967332 | Jan 24, 2025 | 118 | $153.5M |
| Clarity Asset Management, Inc. | 0001756759 | Feb 14, 2025 | 215 | $153.6M |
| Benchmark Investment Advisors LLC | 0001910971 | Feb 13, 2025 | 86 | $153.7M |
| Kilter Group LLC | 0002058915 | Mar 6, 2025 | 44 | $153.7M |
| Audent Global Asset Management, LLC | 0001834874 | Mar 4, 2025 | 50 | $153.7M |
| Pullen Investment Management, LLC | 0002011668 | Feb 24, 2025 | 103 | $153.8M |
| Forthright Family Wealth Advisory LLC | 0002008648 | Mar 3, 2025 | 60 | $153.9M |
| AlpenGlobal Capital LLC | 0002062492 | May 15, 2025 | 28 | $153.9M |
| Cetera Trust Company, N.A | 0002005547 | Jan 17, 2025 | 387 | $154.0M |
| Farrow Financial, Inc. | 0002010644 | Feb 7, 2025 | 50 | $154.0M |
| GEN Financial Management, INC. | 0002032497 | Jan 24, 2025 | 56 | $154.1M |
| Lantern Wealth Advisors, LLC | 0001950218 | Feb 18, 2025 | 134 | $154.1M |
| apricus wealth, LLC | 0001913842 | Jan 21, 2025 | 101 | $154.1M |
| Omega Fund Management, LLC | 0001637359 | Feb 14, 2025 | 12 | $154.2M |
| HFG Wealth Management, LLC | 0002027836 | Jan 13, 2025 | 41 | $154.2M |
| Mendota Financial Group, LLC | 0001964538 | Jan 14, 2025 | 372 | $154.3M |
| Renasant Bank | 0001656167 | Feb 10, 2025 | 167 | $154.3M |
| Disciplined Equity Management, Inc. | 0001909380 | Jan 21, 2025 | 58 | $154.3M |
| Tenon Financial LLC | 0002020781 | Jan 28, 2025 | 46 | $154.4M |
| Center For Asset Management LLC | 0001844878 | Jan 22, 2025 | 118 | $154.5M |
| Wealth Group, Ltd. | 0002013988 | Feb 6, 2025 | 160 | $154.6M |
| Oxford Wealth Group, LLC | 0002007082 | Feb 14, 2025 | 57 | $154.7M |
| Kearns & Associates LLC | 0001908695 | Jan 23, 2025 | 43 | $154.7M |