| Acute Investment Advisory, LLC | 0001944780 | Jul 18, 2024 | 14 | $175.4M |
| Norway Savings Bank | 0001692227 | Jul 12, 2024 | 101 | $175.4M |
| SFG Wealth Management, LLC. | 0001908914 | Jul 19, 2024 | 87 | $175.5M |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0001869164 | Aug 30, 2024 | 184 | $175.6M |
| Dalton Investments, Inc. | 0001388838 | Aug 13, 2024 | 27 | $175.8M |
| S.A. Mason LLC | 0001800911 | Jul 10, 2024 | 319 | $175.9M |
| Citadel Investment Advisory, Inc. | 0001811907 | Jul 15, 2024 | 82 | $175.9M |
| Altman Advisors, Inc. | 0001731671 | Aug 8, 2024 | 69 | $175.9M |
| Castleview Partners, LLC | 0001737088 | Jul 31, 2024 | 917 | $175.9M |
| Financial Freedom, LLC | 0001965484 | Jul 23, 2024 | 372 | $176.0M |
| Cornerstone Partners Capital Management, LLC | 0001845620 | Jul 24, 2024 | 8 | $176.1M |
| LSP Investment Advisors, LLC | 0001728850 | Aug 14, 2024 | 27 | $176.1M |
| Shore Point Advisors, LLC | 0001907092 | Jul 16, 2024 | 58 | $176.1M |
| Arcadia Investment Advisors LLC | 0002047860 | Jan 8, 2025 | 78 | $176.2M |
| Alpha DNA Investment Management LLC | 0001842440 | Aug 14, 2024 | 200 | $176.2M |
| Harrington Investments, INC | 0001386364 | Aug 6, 2024 | 81 | $176.3M |
| Sterneck Capital Management, LLC | 0001438574 | Jul 26, 2024 | 95 | $176.3M |
| Heartland Bank & Trust Co | 0001866040 | Aug 21, 2024 | 145 | $176.3M |
| Industrial Alliance Investment Management Inc. | 0001630798 | Apr 2, 2025 | 15 | $176.3M |
| Squire Investment Management Company, LLC | 0002031291 | Aug 1, 2024 | 55 | $176.3M |
| Fortitude Family Office, LLC | 0001950506 | Jul 10, 2024 | 962 | $176.4M |
| TAGStone Capital, Inc. | 0001903044 | Aug 13, 2024 | 88 | $176.4M |
| Wealth Quarterback LLC | 0001803386 | Jul 22, 2024 | 124 | $176.4M |
| UNC Management Company, Inc. | 0001911286 | Aug 14, 2024 | 2 | $176.6M |
| 1492 Capital Management LLC | 0001584087 | Aug 13, 2024 | 95 | $176.7M |
| Camelot Portfolios, LLC | 0001569766 | Aug 12, 2024 | 599 | $176.7M |
| Crown Oak Advisors, LLC | 0002009273 | Jul 15, 2024 | 22 | $177.0M |
| Firethorn Wealth Partners, LLC | 0001845743 | Jul 25, 2024 | 144 | $177.0M |
| Paragon Private Wealth Management, LLC | 0001922684 | Aug 12, 2024 | 154 | $177.0M |
| Painted Porch Advisors LLC | 0002024585 | Jul 14, 2025 | 403 | $177.0M |
| WFA Asset Management Corp | 0001994434 | Jul 22, 2024 | 210 | $177.1M |
| Trueblood Wealth Management, LLC | 0002005380 | Aug 8, 2024 | 218 | $177.2M |
| CCG Wealth Management, LLC | 0001771169 | Jul 31, 2024 | 70 | $177.3M |
| Holowesko Partners Ltd. | 0001428569 | Aug 14, 2024 | 23 | $177.5M |
| Birchcreek Wealth Management, LLC | 0001840341 | Aug 2, 2024 | 151 | $177.6M |
| Element Wealth, LLC | 0001802743 | Aug 8, 2024 | 289 | $177.7M |
| Wayfinding Financial, LLC | 0001898131 | Aug 9, 2024 | 126 | $177.7M |
| Delphi Financial Group, Inc. | 0000859139 | Aug 6, 2024 | 23 | $177.7M |
| O'ROURKE & COMPANY, Inc | 0001911468 | Jul 18, 2024 | 142 | $177.7M |
| Etesian Wealth Advisors, Inc. | 0001997586 | Jul 25, 2024 | 115 | $177.9M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 0001685660 | Sep 22, 2026 | 11 | $177.9M |
| Significant Wealth Partners LLC | 0001964680 | Jul 26, 2024 | 74 | $178.0M |
| First City Capital Management, Inc. | 0001427350 | Aug 13, 2024 | 157 | $178.0M |
| Lanham O'Dell & Company, Inc. | 0001926344 | Aug 15, 2024 | 26 | $178.1M |
| Cooper/Haims Advisors, LLC | 0001654033 | Aug 9, 2024 | 83 | $178.3M |
| IRON Financial LLC | 0001595509 | Jul 29, 2024 | 101 | $178.3M |
| Dixon Fnancial Services, Inc. | 0001909993 | Jul 16, 2024 | 36 | $178.4M |
| IMPACTfolio, LLC | 0001896447 | Jul 8, 2024 | 40 | $178.5M |
| Dudley Capital Management, LLC | 0001965760 | Aug 9, 2024 | 115 | $178.6M |
| Vivid Wealth Management, LLC | 0002007281 | Jul 25, 2024 | 70 | $178.6M |
| Immersion Capital LLP | 0001636441 | Aug 14, 2024 | 9 | $178.6M |
| Magnolia Capital Advisors LLC | 0001803662 | Oct 30, 2024 | 121 | $178.6M |
| Cunning Capital Partners, LP | 0001571075 | Aug 13, 2024 | 80 | $178.6M |
| Blackston Financial Advisory Group, LLC | 0001910984 | Jul 17, 2024 | 83 | $178.7M |
| Cna Financial Corp. | 0000021175 | Jul 29, 2024 | 13 | $178.8M |
| Financial Council, LLC | 0001883629 | Aug 12, 2024 | 81 | $178.8M |
| RP Management, LLC | 0001507673 | Aug 13, 2024 | 4 | $178.8M |
| IVC Wealth Advisors LLC | 0001842811 | Jul 16, 2024 | 165 | $178.8M |
| New England Capital Financial Advisors LLC | 0001964652 | Jul 29, 2024 | 403 | $178.9M |
| Mark Sheptoff Financial Planning, LLC | 0001607355 | Aug 12, 2024 | 429 | $178.9M |
| Cordant, Inc. | 0001830942 | Jul 26, 2024 | 70 | $179.0M |
| Renaissance Capital LLC | 0001535058 | Jul 11, 2024 | 41 | $179.1M |
| Walden Wealth Partners LLC | 0002015425 | Jul 11, 2024 | 87 | $179.2M |
| Wealth Advisors of Iowa, LLC | 0001803005 | Aug 13, 2024 | 52 | $179.2M |
| CV Advisors LLC | 0001872254 | Jul 24, 2024 | 19 | $179.2M |
| Carl P. Sherr & Co., LLC | 0001818535 | Jul 23, 2024 | 116 | $179.3M |
| Colorado Capital Management, Inc. | 0001664147 | Jul 25, 2024 | 96 | $179.3M |
| Shira Ridge Wealth Management | 0001961210 | Jul 12, 2024 | 75 | $179.5M |
| Blue Barn Wealth, LLC | 0001879206 | Aug 5, 2024 | 138 | $179.6M |
| D. Scott Neal, Inc. | 0001596920 | Jul 15, 2024 | 63 | $179.6M |
| Game Creek Capital, LP | 0001731132 | Aug 12, 2024 | 59 | $179.7M |
| Chronos Wealth Management, LLC | 0001801792 | Aug 8, 2024 | 40 | $179.9M |
| Bond Capital Management, LP | 0001923934 | Aug 8, 2024 | 5 | $179.9M |
| Edenbrook Capital, LLC | 0001666682 | Aug 13, 2024 | 8 | $180.0M |
| Ecofi Investissements SA | 0002034064 | Aug 16, 2024 | 41 | $180.0M |
| Dravo Bay LLC | 0001910389 | Aug 9, 2024 | 49 | $180.0M |
| Tieton Capital Management, LLC | 0001381954 | Aug 9, 2024 | 39 | $180.0M |
| Silver Oak Advisory Group, Inc. | 0001906937 | Aug 1, 2024 | 64 | $180.1M |
| Heritage Wealth Management, LLC | 0001834505 | Jul 30, 2024 | 168 | $180.2M |
| Heritage Family Offices, LLP | 0002019316 | Aug 1, 2024 | 168 | $180.2M |
| Menlo Advisors LLC | 0001279708 | Aug 9, 2024 | 32 | $180.2M |
| Masso Torrence Wealth Management Inc. | 0001903153 | Jul 22, 2024 | 94 | $180.3M |
| Avaii Wealth Management, LLC | 0001904431 | Jul 31, 2024 | 142 | $180.4M |
| Creekside Partners | 0002035951 | Aug 30, 2024 | 162 | $180.6M |
| New Age Alpha Advisors, LLC | 0001764807 | Aug 12, 2024 | 78 | $180.8M |
| Quad-Cities Investment Group, LLC | 0001741426 | Jul 12, 2024 | 176 | $180.8M |
| AJ Advisors, LLC | 0001951167 | Jul 30, 2024 | 33 | $180.8M |
| Three Seasons Wealth, LLC | 0002044495 | Apr 4, 2025 | 87 | $180.9M |
| Pinnacle Family Advisors, LLC | 0001679064 | Aug 14, 2024 | 109 | $180.9M |
| Bellevue Asset Management, LLC | 0001801619 | Jul 31, 2024 | 462 | $181.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0001920117 | Jul 12, 2024 | 147 | $181.1M |
| Boyd Wealth Management, LLC | 0001846114 | Jul 24, 2024 | 44 | $181.2M |
| Wealthspan Partners, LLC | 0001909805 | Jul 22, 2024 | 103 | $181.2M |
| Interactive Financial Advisors, Inc. | 0001419099 | Aug 2, 2024 | 86 | $181.5M |
| Kiely Wealth Advisory Group, Inc. | 0002005660 | Aug 13, 2024 | 302 | $181.5M |
| Strategic Financial Partners, Ltd. | 0002027921 | Jul 24, 2024 | 68 | $181.6M |
| Landmark Wealth Management, Inc. | 0001985016 | Aug 13, 2024 | 41 | $181.6M |
| Metavasi Capital LP | 0001864835 | Aug 14, 2024 | 31 | $181.7M |
| Peninsula Asset Management Inc. | 0001091923 | Aug 12, 2024 | 43 | $181.9M |
| Laidlaw Wealth Management LLC | 0001800608 | Aug 1, 2024 | 172 | $182.1M |