| Fee-Only Financial Planning, L.C. | 0001954044 | Feb 5, 2025 | 40 | $154.8M |
| Nipun Capital, L.P. | 0001781566 | Feb 10, 2025 | 8 | $154.9M |
| Clay Northam Wealth Management, LLC | 0001915687 | Jan 24, 2025 | 92 | $154.9M |
| Godshalk Welsh Capital Management, Inc. | 0001631775 | Feb 12, 2025 | 120 | $154.9M |
| Ledgewood Wealth Advisors, LLC | 0002064043 | Apr 10, 2025 | 69 | $154.9M |
| Strategic Value Bank Partners LLC | 0001904067 | Feb 11, 2025 | 14 | $155.0M |
| Ervin Investment Management, LLC | 0001907802 | Jan 16, 2025 | 37 | $155.0M |
| Laurel Wealth Planning LLC | 0001842010 | Feb 3, 2025 | 54 | $155.0M |
| Martin Capital Advisors, LLP | 0001904126 | Jan 28, 2025 | 69 | $155.2M |
| FSC Wealth Advisors, LLC | 0001925685 | Jan 22, 2025 | 305 | $155.3M |
| Knoll Capital Management, LLC | 0001325083 | Feb 18, 2025 | 35 | $155.3M |
| Kiely Wealth Advisory Group, Inc. | 0002005660 | Feb 12, 2025 | 313 | $155.4M |
| Thompson Davis & Co., Inc. | 0001017284 | Feb 3, 2025 | 131 | $155.5M |
| Boundary Creek Advisors LP | 0001771944 | Feb 11, 2025 | 13 | $155.6M |
| Client First Investment Management LLC | 0002018284 | Jan 15, 2025 | 23 | $155.6M |
| Udine Wealth Management, Inc. | 0001907240 | Jan 15, 2025 | 31 | $155.7M |
| Crown Advisors Management, Inc. | 0001733248 | Feb 11, 2025 | 37 | $155.7M |
| Cox Capital Mgt LLC | 0001748728 | Jan 14, 2025 | 67 | $155.7M |
| Aua Capital Management, LLC | 0001706915 | Jan 27, 2025 | 77 | $155.8M |
| Immersion Corp. | 0001058811 | Feb 14, 2025 | 5 | $155.8M |
| Twin Lakes Capital Management, LLC | 0001847794 | Feb 19, 2025 | 239 | $155.9M |
| Cascade Investment Advisors, Inc. | 0001681490 | Jan 22, 2025 | 113 | $155.9M |
| Guardian Asset Advisors, LLC | 0002021272 | Jan 30, 2025 | 98 | $155.9M |
| WealthCollab, LLC | 0002017870 | Feb 14, 2025 | 874 | $156.0M |
| Richmond Brothers, Inc. | 0001540462 | Feb 11, 2025 | 32 | $156.0M |
| Guardian Wealth Advisors, LLC | 0001858828 | Jan 28, 2025 | 74 | $156.0M |
| Avondale Wealth Management | 0001738720 | Jan 10, 2025 | 112 | $156.0M |
| Cambridge Capital Management, LLC | 0002078994 | Aug 4, 2025 | 35 | $156.1M |
| Financial Architects, LLC | 0002008540 | Jan 27, 2025 | 22 | $156.1M |
| Gagnon Advisors, LLC | 0001599466 | Jan 24, 2025 | 26 | $156.2M |
| Alpine Investment Management Ltd | 0001964631 | Feb 13, 2025 | 9 | $156.2M |
| Kirtland Hills Capital Management, LLC | 0002019084 | Feb 4, 2025 | 130 | $156.3M |
| Charter Oak Advisors LP | 0002022905 | Feb 13, 2025 | 14 | $156.3M |
| Diamant Asset Management, Inc. | 0001731124 | Jan 22, 2025 | 74 | $156.3M |
| Aspen Wealth Strategies, LLC | 0001972517 | Feb 10, 2025 | 80 | $156.4M |
| Jacobs Asset Management, LLC | 0001351063 | Feb 14, 2025 | 29 | $156.5M |
| Yunqi Capital Ltd | 0001912273 | Feb 7, 2025 | 5 | $156.5M |
| Kerusso Capital Management LLC | 0002029597 | Jan 31, 2025 | 56 | $156.6M |
| State of Wisconsin - Board of Commissioners of Public Lands | 0001967732 | Jan 15, 2025 | 6 | $156.6M |
| Global Wealth Management, LLC | 0002039738 | Jan 16, 2025 | 30 | $156.6M |
| Chris Bulman Inc | 0002032404 | Feb 10, 2025 | 123 | $156.7M |
| Trust Investment Advisors | 0001597690 | Feb 12, 2025 | 107 | $156.7M |
| Ballew Advisors, Inc | 0001729096 | Jan 15, 2025 | 104 | $156.7M |
| Seven Mile Advisory | 0001987932 | Feb 12, 2025 | 167 | $156.8M |
| Salvus Wealth Management, LLC | 0001809236 | Jan 15, 2025 | 118 | $156.8M |
| Sovereign's Capital Management, LLC | 0001911637 | Feb 14, 2025 | 83 | $156.8M |
| Ulland Investment Advisors, LLC | 0001911497 | Jan 16, 2025 | 212 | $156.8M |
| Cassia Capital Partners, LLC | 0001844897 | Jan 27, 2025 | 61 | $156.8M |
| Abel Hall, LLC | 0002013339 | Jan 23, 2025 | 166 | $156.9M |
| Granite Group Advisors, LLC | 0002018114 | Jan 22, 2025 | 78 | $156.9M |
| Teca Partners, LP | 0001910154 | Feb 13, 2025 | 11 | $157.0M |
| NorthStar Asset Management LLC | 0002011587 | Jan 23, 2025 | 85 | $157.0M |
| Eliot Finkel Investment Counsel, LLC | 0001641643 | Feb 6, 2025 | 33 | $157.0M |
| Old North State Trust, LLC | 0001760444 | Mar 10, 2025 | 135 | $157.2M |
| MOKAN Wealth Management Inc. | 0002053727 | Jan 30, 2025 | 72 | $157.2M |
| Richardson Capital Management LLC | 0001621646 | Feb 4, 2025 | 142 | $157.2M |
| Westfuller Advisors, LLC | 0002024115 | Feb 20, 2025 | 91 | $157.4M |
| McCarter Private Wealth Services LLC | 0002036922 | Feb 14, 2025 | 102 | $157.6M |
| Rossby Financial, LCC | 0002056510 | Feb 13, 2025 | 199 | $157.6M |
| Kopp Family Office, LLC | 0001683689 | Feb 13, 2025 | 21 | $157.8M |
| Cosner Financial Group, LLC | 0001674627 | Jan 31, 2025 | 37 | $157.8M |
| Copperleaf Capital, LLC | 0001802225 | Jan 30, 2025 | 91 | $157.9M |
| Gridiron Partners, LLC | 0001910867 | Jan 15, 2025 | 63 | $157.9M |
| Tranquilli Financial Advisor LLC | 0001847769 | Jan 27, 2025 | 108 | $157.9M |
| William B. Walkup & Associates, Inc. | 0002034054 | Feb 14, 2025 | 160 | $157.9M |
| Hara Capital LLC | 0002010015 | Mar 14, 2025 | 301 | $157.9M |
| 17 Capital Partners, LLC | 0001727407 | Jan 28, 2025 | 134 | $157.9M |
| Insight Wealth Partners, LLC | 0001627003 | Feb 14, 2025 | 91 | $158.0M |
| Founders Capital Management | 0001704300 | Jan 13, 2025 | 368 | $158.0M |
| Greater Midwest Financial Group, LLC | 0002025409 | Jan 21, 2025 | 56 | $158.0M |
| GraniteShares Advisors LLC | 0001839545 | Feb 4, 2025 | 90 | $158.0M |
| Visualize Group LP | 0001994625 | Feb 14, 2025 | 12 | $158.0M |
| Toronado Partners, LLC | 0001749611 | Feb 13, 2025 | 11 | $158.3M |
| Smith Thornton Advisors LLC | 0002032436 | Jan 14, 2025 | 138 | $158.3M |
| Nutshell Asset Management Ltd | 0002021442 | Feb 13, 2025 | 30 | $158.3M |
| Aspiring Ventures, LLC | 0001738640 | Jan 21, 2025 | 48 | $158.3M |
| Hamilton Capital Partners, LLC | 0002037578 | Feb 7, 2025 | 30 | $158.3M |
| Alta Advisers Ltd | 0001536114 | Feb 14, 2025 | 153 | $158.4M |
| Amiral Gestion | 0001828064 | Sep 15, 2025 | 31 | $158.4M |
| HCC Manager LLC | 0001844818 | Feb 10, 2025 | 2 | $158.4M |
| Wynn Capital, LLC | 0002009900 | Jan 14, 2025 | 107 | $158.4M |
| 22NW, LP | 0001694297 | Feb 14, 2025 | 16 | $158.5M |
| Cape Ann Asset Management Ltd | 0001768237 | Feb 6, 2025 | 8 | $158.7M |
| Innova Wealth Partners | 0001888831 | Jan 8, 2025 | 88 | $158.7M |
| Candelo Capital Management LP | 0001845660 | Feb 14, 2025 | 29 | $158.7M |
| Spectrum Strategic Capital Management, LLC | 0001554961 | Jan 22, 2025 | 30 | $158.7M |
| Tenret Co LLC | 0001874146 | Feb 4, 2025 | 34 | $158.8M |
| Criterion Capital Advisors, LLC | 0001765884 | Feb 10, 2025 | 348 | $158.9M |
| Plustick Management LLC | 0001643351 | Feb 14, 2025 | 20 | $158.9M |
| Petiole USA ltd | 0001600202 | Feb 13, 2025 | 39 | $158.9M |
| Draper Asset Management, LLC | 0001847921 | Feb 7, 2025 | 16 | $159.0M |
| Eagle Bay Advisors LLC | 0001862864 | Jan 13, 2025 | 1,001 | $159.0M |
| Bright Financial Advisors, Inc. | 0002022456 | Jan 28, 2025 | 55 | $159.1M |
| Birchcreek Wealth Management, LLC | 0001840341 | Feb 4, 2025 | 121 | $159.2M |
| Aurora Investment Managers, LLC. | 0001798485 | Jan 16, 2025 | 46 | $159.3M |
| Covestor Ltd | 0001909846 | Feb 13, 2025 | 2,804 | $159.4M |
| Ventas, Inc. | 0000740260 | Feb 13, 2025 | 1 | $159.6M |
| Valued Wealth Advisors LLC | 0002007175 | Jan 22, 2025 | 645 | $159.6M |
| Asset Planning Corporation | 0000007773 | Jan 24, 2025 | 42 | $159.7M |
| Sowa Financial Group, Inc. | 0001806226 | Jan 16, 2025 | 30 | $159.7M |