| Decker Retirement Planning Inc. | 0001975700 | Jan 15, 2025 | 597 | $172.3M |
| Millington Financial Advisors, LLC | 0001924615 | Feb 4, 2025 | 84 | $172.3M |
| Planning Directions Inc. | 0000821103 | Feb 6, 2025 | 77 | $172.3M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0002043130 | Feb 5, 2025 | 143 | $172.4M |
| Peregrine Investment Management Inc. | 0002053303 | Jan 30, 2025 | 24 | $172.4M |
| Darrow Company, Inc. | 0001908169 | Jan 28, 2025 | 48 | $172.5M |
| Mainsail Financial Group, LLC | 0001961290 | Jan 28, 2025 | 49 | $172.6M |
| Athena Investment Management | 0001921093 | Feb 5, 2025 | 154 | $172.6M |
| Sutton Place Investors LLC | 0001930301 | Jan 24, 2025 | 129 | $172.7M |
| Beaumont Asset Management, L.L.C. | 0001798756 | Jan 28, 2025 | 63 | $172.7M |
| Values Added Financial LLC | 0001973921 | Jan 30, 2025 | 115 | $172.8M |
| Inlight Wealth Management, LLC | 0001731795 | Feb 13, 2025 | 50 | $172.9M |
| BlackDiamond Wealth Management, LLC | 0001903059 | Feb 10, 2025 | 157 | $173.1M |
| Aspect Partners, LLC | 0001985284 | Feb 3, 2025 | 601 | $173.1M |
| Dempze Nancy E | 0001592614 | Feb 13, 2025 | 95 | $173.2M |
| First Affirmative Financial Network | 0001656282 | Jan 23, 2025 | 269 | $173.3M |
| Cromwell Holdings LLC | 0001894712 | Feb 3, 2025 | 620 | $173.3M |
| Yarger Wealth Strategies, LLC | 0001908607 | Jan 15, 2025 | 89 | $173.4M |
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) | 0001910318 | Feb 11, 2025 | 1 | $173.4M |
| LYNX Capital Group Ltd. | 0001013287 | Aug 10, 2026 | 80 | $173.7M |
| Capital Market Strategies LLC | 0001810158 | Jan 6, 2025 | 156 | $173.8M |
| AllSquare Wealth Management LLC | 0001633674 | Feb 11, 2025 | 540 | $173.9M |
| Integrity Financial Corp | 0001917704 | Feb 13, 2025 | 247 | $173.9M |
| HighMark Wealth Management LLC | 0001802451 | Jan 31, 2025 | 575 | $173.9M |
| Gladius Capital Management LP | 0001540656 | Jan 31, 2025 | 35 | $173.9M |
| Ravenstone Capital Management Inc. | 0002086041 | Jun 26, 2026 | 86 | $174.0M |
| Pointe Capital Management LLC | 0001640335 | Feb 5, 2025 | 159 | $174.1M |
| Discovery Value Fund | 0001750451 | Feb 12, 2025 | 4 | $174.1M |
| Factorial Partners, LLC | 0001732687 | Feb 5, 2025 | 69 | $174.1M |
| Midwest Financial Group LLC | 0001967193 | Jan 21, 2025 | 111 | $174.1M |
| Corton Capital Inc. | 0001910417 | Feb 14, 2025 | 372 | $174.2M |
| Econ Financial Services Corp | 0001659718 | Jan 27, 2025 | 81 | $174.3M |
| Sanofi | 0001121404 | Feb 14, 2025 | 9 | $174.4M |
| Koesten, Hirschmann & Crabtree, INC. | 0001963421 | Feb 14, 2025 | 200 | $174.4M |
| Team Financial Group, LLC | 0001845163 | Jan 21, 2025 | 38 | $174.4M |
| Finer Wealth Management, Inc. | 0001929071 | Feb 13, 2025 | 82 | $174.5M |
| Dover Advisors, LLC | 0001964541 | Feb 4, 2025 | 129 | $174.5M |
| Alliance Wealth Advisors, LLC | 0001849724 | Jan 28, 2025 | 140 | $174.5M |
| Core Wealth Partners LLC | 0001965078 | Feb 12, 2025 | 166 | $174.5M |
| Secured Retirement Advisors, LLC | 0002012356 | Jan 30, 2025 | 140 | $174.6M |
| CarsonAllaria Wealth Management, Ltd. | 0001900946 | Jan 27, 2025 | 351 | $174.7M |
| Pursue Wealth Partners LLC | 0001911091 | Feb 7, 2025 | 113 | $174.7M |
| Horizon Advisory Services, Inc. | 0001799006 | Feb 4, 2025 | 46 | $174.7M |
| KilterHowling LLC | 0001759354 | Feb 13, 2025 | 48 | $174.7M |
| BluePointe Capital Management, LLC | 0002040935 | Feb 11, 2025 | 94 | $174.7M |
| Working Capital Advisors (UK) Ltd. | 0001807878 | Feb 14, 2025 | 3 | $174.9M |
| Ciovacco Capital Management LLC | 0001653012 | Feb 11, 2025 | 20 | $174.9M |
| Patrick Mauro Investment Advisor, INC. | 0001953787 | Feb 18, 2025 | 42 | $175.0M |
| BCU Wealth Advisors, LLC | 0002003570 | Jan 30, 2025 | 54 | $175.0M |
| Granite FO LLC | 0002034090 | Feb 6, 2025 | 186 | $175.0M |
| Heronetta Management, L.P. | 0001588225 | Feb 6, 2025 | 24 | $175.1M |
| Delta Capital Management LLC | 0000893738 | Jan 16, 2025 | 105 | $175.1M |
| Prepared Retirement Institute LLC | 0002056037 | Feb 13, 2025 | 79 | $175.2M |
| Riverstone Advisors, LLC | 0001763404 | Jan 24, 2025 | 53 | $175.5M |
| Matrix Private Capital Group LLC | 0001906866 | Feb 14, 2025 | 149 | $175.5M |
| Accent Capital Management, LLC | 0002014179 | Feb 12, 2025 | 189 | $175.6M |
| PFG Private Wealth Management, LLC | 0001799957 | Feb 6, 2025 | 239 | $175.7M |
| Exane Asset Management | 0001666256 | Jan 28, 2025 | 27 | $175.7M |
| Mills Wealth Advisors LLC | 0002029294 | Feb 5, 2025 | 62 | $175.8M |
| Wrenne Financial Planning LLC | 0002023054 | Feb 10, 2025 | 41 | $175.8M |
| Summit Place Financial Advisors, LLC | 0001801413 | Feb 3, 2025 | 90 | $175.8M |
| Loudon Investment Management, LLC | 0001597089 | Feb 11, 2025 | 96 | $175.9M |
| Whipplewood Advisors, LLC | 0002052510 | Feb 5, 2025 | 1,184 | $175.9M |
| Birchbrook, Inc. | 0002071468 | Jun 10, 2025 | 291 | $175.9M |
| Rockbridge Asset Management LLC | 0002056320 | Feb 14, 2025 | 24 | $175.9M |
| Brentview Investment Management LLC | 0002052564 | Jan 24, 2025 | 41 | $176.0M |
| Capital Square, LLC | 0001798736 | Feb 13, 2025 | 189 | $176.0M |
| Highlander Partners, L.P. | 0001903866 | Feb 7, 2025 | 39 | $176.1M |
| Index Venture Growth Associates IV Ltd | 0001865141 | Feb 14, 2025 | 1 | $176.1M |
| Financial Futures Ltd Liability Co. | 0001911616 | Jan 24, 2025 | 54 | $176.2M |
| Strengthening Families & Communities, LLC | 0001921196 | Jan 29, 2025 | 353 | $176.2M |
| Cooper/Haims Advisors, LLC | 0001654033 | Feb 13, 2025 | 78 | $176.3M |
| Capital Wealth Alliance, LLC | 0001803277 | Jan 29, 2025 | 80 | $176.5M |
| Masterton Capital Management, LP | 0001817145 | Feb 14, 2025 | 22 | $176.5M |
| Aflac Inc | 0000004977 | Feb 5, 2025 | 3 | $176.5M |
| Compass Financial Services Inc | 0002039088 | Jan 28, 2025 | 205 | $176.6M |
| Kaizen Financial Strategies | 0001842013 | Feb 14, 2025 | 133 | $176.6M |
| Watchtower Advisors, LP | 0001807092 | Feb 13, 2025 | 14 | $176.7M |
| McBroom & Associates, LLC | 0001908893 | Jan 29, 2025 | 35 | $176.8M |
| Fox Hill Wealth Management | 0002016110 | Feb 11, 2025 | 128 | $176.8M |
| Sims Investment Management, LLC | 0002053807 | Feb 5, 2025 | 37 | $176.9M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0001730521 | Jan 16, 2025 | 134 | $177.0M |
| Blantyre Capital Ltd | 0001887451 | Feb 14, 2025 | 1 | $177.1M |
| Emprise Bank | 0002018815 | Jan 13, 2025 | 100 | $177.1M |
| Stash Investments, LLC | 0002008308 | Jan 27, 2025 | 5 | $177.1M |
| Value Partners Investments Inc. | 0001800916 | Feb 21, 2025 | 77 | $177.2M |
| LCM Capital Management Inc | 0001861752 | Jan 27, 2025 | 98 | $177.3M |
| Mendon Capital Advisors Corp. | 0001177043 | Feb 14, 2025 | 39 | $177.3M |
| Carroll Investors, Inc | 0001911400 | Feb 13, 2025 | 29 | $177.3M |
| Latitude Advisors, LLC | 0001843715 | Jan 29, 2025 | 185 | $177.5M |
| Verity Asset Management, Inc. | 0001597298 | Jan 27, 2025 | 183 | $177.5M |
| MBE Wealth Management, LLC | 0001775850 | Jan 22, 2025 | 102 | $177.5M |
| FMB Wealth Management | 0002040224 | Jan 29, 2025 | 67 | $177.6M |
| Retireful, LLC | 0001919176 | Jan 15, 2025 | 126 | $177.7M |
| MN Wealth Advisors, LLC | 0001992972 | Jan 30, 2025 | 97 | $177.7M |
| Horizon Financial Services, LLC | 0001674020 | Feb 12, 2025 | 272 | $177.8M |
| Park State Asset Management | 0001908423 | Feb 13, 2025 | 21 | $177.9M |
| Old North State Wealth Management, LLC | 0002041262 | Jan 27, 2025 | 113 | $177.9M |
| IRON Financial LLC | 0001595509 | Jan 22, 2025 | 104 | $178.0M |
| Clearfield Capital Management LP | 0001643569 | Feb 14, 2025 | 18 | $178.0M |