| 17 Capital Partners, LLC | 0001727407 | May 13, 2025 | 136 | $155.8M |
| Barnes Wealth Management Group, Inc | 0002066194 | May 14, 2025 | 160 | $155.8M |
| Guardian Wealth Advisors, LLC | 0001858828 | May 2, 2025 | 73 | $155.9M |
| Meritech Capital Associates V L.L.C. | 0001613048 | May 15, 2025 | 2 | $155.9M |
| Truffle Hound Capital, LLC | 0001595862 | May 9, 2025 | 48 | $156.0M |
| Promethium Advisors,llc | 0002034073 | May 15, 2025 | 122 | $156.1M |
| Future You Wealth LLC | 0002055142 | May 2, 2025 | 46 | $156.1M |
| Eight 31 Financial, LLC | 0002011328 | May 15, 2025 | 64 | $156.2M |
| Strategic Value Bank Partners LLC | 0001904067 | May 1, 2025 | 13 | $156.2M |
| Gridiron Partners, LLC | 0001910867 | Apr 11, 2025 | 63 | $156.3M |
| Cna Financial Corp. | 0000021175 | May 15, 2025 | 14 | $156.6M |
| LBJ Family Wealth Advisors, Ltd. | 0001601622 | Apr 1, 2025 | 28 | $156.6M |
| Prepared Retirement Institute LLC | 0002056037 | May 2, 2025 | 85 | $156.7M |
| Financial Architects, LLC | 0002008540 | Apr 29, 2025 | 21 | $156.7M |
| University of Maryland Foundation, Inc. | 0001624050 | May 1, 2025 | 8 | $156.7M |
| Riposte Capital LLC | 0001672355 | May 6, 2025 | 17 | $156.7M |
| Cunning Capital Partners, LP | 0001571075 | May 14, 2025 | 54 | $156.9M |
| GraniteShares Advisors LLC | 0001839545 | Apr 16, 2025 | 90 | $156.9M |
| Wisconsin Capital Management LLC | 0000926833 | May 13, 2025 | 48 | $156.9M |
| Cetera Trust Company, N.A | 0002005547 | Apr 14, 2025 | 373 | $156.9M |
| LeConte Wealth Management, LLC | 0002060443 | May 13, 2025 | 56 | $156.9M |
| Optima Capital LLC | 0002070972 | Jun 13, 2025 | 138 | $157.0M |
| Lagoda Investment Management, L.P. | 0001632108 | May 15, 2025 | 33 | $157.0M |
| Old North State Trust, LLC | 0001760444 | Jun 23, 2025 | 135 | $157.2M |
| Kerusso Capital Management LLC | 0002029597 | May 12, 2025 | 55 | $157.2M |
| Ecofi Investissements SA | 0002034064 | May 14, 2025 | 43 | $157.3M |
| Worth Financial Advisory Group, LLC | 0001964358 | Apr 22, 2025 | 156 | $157.4M |
| StoneCrest Wealth Management, Inc. | 0002008409 | Apr 11, 2025 | 66 | $157.4M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0002043130 | May 9, 2025 | 144 | $157.5M |
| Metavasi Capital LP | 0001864835 | May 15, 2025 | 23 | $157.5M |
| Werlinich Asset Management, LLC | 0002000493 | Apr 14, 2025 | 59 | $157.5M |
| Sprinkle Financial Consultants LLC | 0002011593 | Apr 17, 2025 | 76 | $157.6M |
| Fairfield, Bush & Co. | 0001116247 | May 13, 2025 | 109 | $157.6M |
| EJF Capital LP | 0001353254 | May 15, 2025 | 77 | $157.7M |
| Hamilton Capital Partners, LLC | 0002037578 | Apr 21, 2025 | 24 | $157.8M |
| Wealth Advisors Northwest LLC | 0002053892 | Apr 16, 2025 | 55 | $157.9M |
| Rareview Capital LLC | 0002044533 | May 7, 2025 | 45 | $157.9M |
| Jacobs Asset Management, LLC | 0001351063 | May 14, 2025 | 30 | $158.0M |
| Tranquilli Financial Advisor LLC | 0001847769 | May 12, 2025 | 107 | $158.0M |
| Wynnefield Capital Inc. | 0001251567 | May 15, 2025 | 16 | $158.0M |
| Pacific Capital Partners Ltd | 0002064920 | May 8, 2025 | 38 | $158.1M |
| Cambridge Capital Management, LLC | 0002078994 | Aug 6, 2025 | 37 | $158.1M |
| Bracebridge Capital, LLC | 0001426486 | May 15, 2025 | 31 | $158.2M |
| Richmond Brothers, Inc. | 0001540462 | May 2, 2025 | 31 | $158.2M |
| Pullen Investment Management, LLC | 0002011668 | Apr 16, 2025 | 104 | $158.4M |
| Chris Bulman Inc | 0002032404 | Apr 15, 2025 | 121 | $158.4M |
| Aurora Investment Managers, LLC. | 0001798485 | Apr 9, 2025 | 43 | $158.4M |
| Edge Financial Advisors LLC | 0002011402 | Apr 18, 2025 | 101 | $158.4M |
| Birchcreek Wealth Management, LLC | 0001840341 | May 6, 2025 | 115 | $158.4M |
| Blantyre Capital Ltd | 0001887451 | May 15, 2025 | 1 | $158.5M |
| Brown Financial Advisory | 0001843853 | Apr 30, 2025 | 51 | $158.6M |
| Smallwood Wealth Investment Management, LLC | 0001921304 | Apr 25, 2025 | 505 | $158.8M |
| Avondale Wealth Management | 0001738720 | Apr 8, 2025 | 113 | $158.9M |
| Seldon Capital LP | 0001867731 | May 15, 2025 | 58 | $158.9M |
| Baron Financial Group, LLC | 0001832093 | Apr 14, 2025 | 47 | $159.0M |
| FCG Investment Co | 0002011697 | May 13, 2025 | 83 | $159.2M |
| waypoint wealth counsel | 0001807909 | Apr 23, 2025 | 119 | $159.2M |
| Bridge Generations Wealth Management LLC | 0002056071 | May 1, 2025 | 151 | $159.3M |
| Spectrum Strategic Capital Management, LLC | 0001554961 | May 15, 2025 | 32 | $159.5M |
| William Allan Corp | 0001910961 | May 5, 2025 | 50 | $159.5M |
| Cape Ann Savings Bank | 0000936938 | May 14, 2025 | 92 | $159.5M |
| Salvus Wealth Management, LLC | 0001809236 | Apr 10, 2025 | 121 | $159.5M |
| Anthracite Investment Company, Inc. | 0001809930 | May 8, 2025 | 62 | $159.6M |
| W Advisors, LLC | 0001929907 | May 13, 2025 | 119 | $159.7M |
| Citrine Capital LLC | 0002053242 | Apr 23, 2025 | 37 | $159.8M |
| M1 Capital Management LLC | 0001976157 | May 6, 2025 | 89 | $159.9M |
| NorthStar Asset Management LLC | 0002011587 | May 6, 2025 | 90 | $159.9M |
| Sylvest Advisors, LLC | 0002044121 | Apr 23, 2025 | 71 | $160.0M |
| Teton Advisors, Inc. | 0001444874 | May 14, 2025 | 183 | $160.0M |
| BCK Partners, Inc. | 0001845867 | Apr 25, 2025 | 25 | $160.3M |
| Cassia Capital Partners, LLC | 0001844897 | Apr 22, 2025 | 56 | $160.3M |
| Priebe Wealth Holdings LLC | 0002009646 | Apr 14, 2025 | 77 | $160.3M |
| Richardson Capital Management LLC | 0001621646 | Apr 25, 2025 | 245 | $160.4M |
| Game Creek Capital, LP | 0001731132 | May 15, 2025 | 62 | $160.4M |
| Lauterbach Financial Advisors, LLC | 0001909828 | May 5, 2025 | 73 | $160.5M |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0001869164 | May 15, 2025 | 158 | $160.5M |
| Decker Retirement Planning Inc. | 0001975700 | Apr 24, 2025 | 214 | $160.6M |
| Smith Thornton Advisors LLC | 0002032436 | May 1, 2025 | 131 | $160.7M |
| Novak & Powell Financial Services, Inc. | 0002011548 | May 15, 2025 | 152 | $160.7M |
| Griffith & Werner, Inc. | 0002057200 | Apr 14, 2025 | 67 | $160.8M |
| Marshall Investment Management, LLC | 0002022427 | May 8, 2025 | 252 | $161.0M |
| BostonPremier Wealth LLC | 0002053783 | Apr 21, 2025 | 58 | $161.1M |
| Camelot Portfolios, LLC | 0001569766 | May 13, 2025 | 204 | $161.1M |
| Foresight Capital Management Advisors, Inc. | 0001630936 | Apr 15, 2025 | 87 | $161.1M |
| HRC Wealth Management, LLC | 0002009521 | May 13, 2025 | 52 | $161.2M |
| Pring Turner Capital Group Inc. | 0001568839 | May 13, 2025 | 66 | $161.2M |
| Treasure Coast Financial Planning | 0001911307 | May 5, 2025 | 40 | $161.3M |
| Innova Wealth Partners | 0001888831 | May 6, 2025 | 99 | $161.4M |
| WealthCollab, LLC | 0002017870 | May 14, 2025 | 913 | $161.4M |
| VAUGHAN & Co SECURITIES, INC. | 0000805870 | Apr 29, 2025 | 55 | $161.5M |
| Inlight Wealth Management, LLC | 0001731795 | Apr 22, 2025 | 289 | $161.6M |
| Tenon Financial LLC | 0002020781 | Apr 17, 2025 | 46 | $161.6M |
| Solano Wealth Investment Advisors LLC | 0002049179 | May 14, 2025 | 33 | $161.6M |
| Highlander Partners, L.P. | 0001903866 | May 6, 2025 | 45 | $161.7M |
| Olistico Wealth, LLC | 0001962695 | Apr 29, 2025 | 347 | $161.8M |
| Virginia Wealth Management Group, Inc. | 0001898282 | Apr 15, 2025 | 48 | $161.9M |
| 4Thought Financial Group Inc. | 0001840261 | Apr 24, 2025 | 89 | $161.9M |
| Viawealth, LLC | 0001965401 | May 7, 2025 | 149 | $162.0M |
| Family Capital Management, Inc. | 0001964344 | Apr 30, 2025 | 72 | $162.1M |
| Agp Franklin, LLC | 0002056566 | May 7, 2025 | 79 | $162.1M |