| Pettee Investors, Inc. | 0001596901 | May 2, 2025 | 110 | $167.9M |
| Franchise Capital Ltd | 0001859388 | Apr 3, 2025 | 20 | $167.9M |
| Hippocratic Financial Advisors, LLC | 0002055803 | May 1, 2025 | 20 | $168.0M |
| Taylor Frigon Capital Management LLC | 0001632665 | Apr 25, 2025 | 90 | $168.0M |
| PACK Private Wealth, LLC | 0001907212 | May 13, 2025 | 41 | $168.1M |
| Alamar Capital Management, LLC | 0001846995 | May 15, 2025 | 71 | $168.1M |
| Sovereign's Capital Management, LLC | 0001911637 | May 15, 2025 | 80 | $168.1M |
| apricus wealth, LLC | 0001913842 | Apr 15, 2025 | 117 | $168.2M |
| Kaleidoscope Capital LP | 0001702912 | May 13, 2025 | 9 | $168.2M |
| Kentucky Trust Co | 0002054100 | Apr 21, 2025 | 299 | $168.2M |
| Prairie Sky Financial Group LLC | 0001985274 | Apr 15, 2025 | 73 | $168.4M |
| Wynn Capital, LLC | 0002009900 | Apr 14, 2025 | 108 | $168.4M |
| AllSquare Wealth Management LLC | 0001633674 | May 6, 2025 | 539 | $168.4M |
| Black Diamond Capital Management, L.L.C. | 0001282197 | May 15, 2025 | 13 | $168.5M |
| Osprey Private Wealth LLC | 0002041805 | Apr 16, 2025 | 48 | $168.7M |
| Axiom Financial Strategies, LLC | 0001831985 | May 14, 2025 | 48 | $168.7M |
| Able Wealth Management LLC | 0002011908 | Apr 28, 2025 | 95 | $168.7M |
| Intel Corp | 0000050863 | May 13, 2025 | 2 | $168.7M |
| Whipplewood Advisors, LLC | 0002052510 | Apr 10, 2025 | 1,209 | $168.8M |
| Symphony Financial, Ltd. Co. | 0001800687 | Apr 23, 2025 | 88 | $168.8M |
| Enterprise Financial Services Corp | 0001025835 | May 14, 2025 | 146 | $169.1M |
| Night Squared LP | 0002058786 | Aug 20, 2025 | 44 | $169.1M |
| Unconventional Investor, LLC | 0001910387 | May 15, 2025 | 34 | $169.2M |
| HighMark Wealth Management LLC | 0001802451 | Apr 24, 2025 | 574 | $169.3M |
| Higgins & Schmidt Wealth Strategies LLC | 0001941260 | Apr 21, 2025 | 47 | $169.3M |
| Oxinas Partners, LLC | 0001759320 | Apr 11, 2025 | 121 | $169.3M |
| R.m.sincerbeaux Capital Management LLC | 0001426774 | May 15, 2025 | 39 | $169.3M |
| Fox Hill Wealth Management | 0002016110 | May 13, 2025 | 127 | $169.4M |
| Omega Fund Management, LLC | 0001637359 | May 15, 2025 | 13 | $169.5M |
| Green Court Capital Management Ltd | 0001710785 | May 12, 2025 | 3 | $169.5M |
| Asset Planning Corporation | 0000007773 | May 12, 2025 | 43 | $169.7M |
| Yardley Wealth Management LLC | 0002044323 | Apr 25, 2025 | 40 | $169.8M |
| Unison Asset Management LLC | 0001840755 | Apr 23, 2025 | 27 | $169.9M |
| Orleans Capital Management Corp. | 0001013234 | May 9, 2025 | 95 | $170.0M |
| Alliance Wealth Advisors, LLC | 0001849724 | Apr 11, 2025 | 136 | $170.0M |
| Western Standard LLC | 0001517666 | May 15, 2025 | 29 | $170.1M |
| Aegis Wealth Management LLC | 0001628818 | May 8, 2025 | 119 | $170.1M |
| Private Wealth Group, LLC | 0001512780 | Apr 16, 2025 | 58 | $170.1M |
| Sage Advisory Services, Ltd.Co. | 0001534378 | May 6, 2025 | 41 | $170.2M |
| MN Wealth Advisors, LLC | 0001992972 | Apr 21, 2025 | 103 | $170.2M |
| Capital Square, LLC | 0001798736 | May 14, 2025 | 191 | $170.3M |
| Meros Investment Management, LP | 0001911372 | May 13, 2025 | 41 | $170.3M |
| LCM Capital Management Inc | 0001861752 | May 9, 2025 | 100 | $170.3M |
| Nipun Capital, L.P. | 0001781566 | Apr 8, 2025 | 10 | $170.5M |
| Meritas Wealth Management, LLC | 0001990690 | Apr 16, 2025 | 53 | $170.5M |
| Buttonwood Financial Group, LLC | 0001847661 | Apr 14, 2025 | 28 | $170.6M |
| Madison International Realty Holdings, LLC | 0001640680 | May 5, 2025 | 2 | $170.6M |
| Roger Wittlin Investment Advisory, LLC | 0001911328 | May 1, 2025 | 43 | $170.9M |
| Pointe Capital Management LLC | 0001640335 | May 1, 2025 | 153 | $170.9M |
| JBR Co Financial Management Inc | 0002017878 | Apr 21, 2025 | 114 | $170.9M |
| MTM Financial Group, LLC | 0002132054 | Jun 23, 2026 | 73 | $171.0M |
| Lunate Capital Ltd | 0002056786 | Apr 25, 2025 | 4 | $171.2M |
| Nierenberg Investment Management Company, LLC | 0001282683 | May 13, 2025 | 47 | $171.2M |
| Cobblestone Asset Management LLC | 0001994512 | Apr 22, 2025 | 61 | $171.2M |
| Alpha Family Trust | 0001568991 | May 13, 2025 | 169 | $171.3M |
| Yarger Wealth Strategies, LLC | 0001908607 | Apr 15, 2025 | 97 | $171.4M |
| Values First Advisors, Inc. | 0001913608 | Apr 30, 2025 | 183 | $171.4M |
| Campbell Capital Management Inc. | 0000826794 | May 9, 2025 | 60 | $171.5M |
| Tull Financial Group, Inc. | 0001769060 | Aug 20, 2025 | 27 | $171.7M |
| Tower View Wealth Management LLC | 0001729045 | Apr 22, 2025 | 186 | $171.7M |
| Boulder Wealth Advisors, LLC | 0001874080 | Apr 28, 2025 | 26 | $171.8M |
| Exane Asset Management | 0001666256 | Apr 30, 2025 | 26 | $171.8M |
| Solstein Capital, LLC | 0001730769 | Apr 17, 2025 | 325 | $171.9M |
| Ravenstone Capital Management Inc. | 0002086041 | Jun 26, 2026 | 90 | $171.9M |
| Core Wealth Partners LLC | 0001965078 | May 13, 2025 | 164 | $171.9M |
| Parkshore Wealth Management, Inc. | 0002024251 | May 29, 2025 | 62 | $172.0M |
| Latitude Advisors, LLC | 0001843715 | Apr 28, 2025 | 186 | $172.0M |
| Midwest Financial Group LLC | 0001967193 | Apr 22, 2025 | 108 | $172.1M |
| Western Financial Corp | 0001954480 | Apr 23, 2025 | 121 | $172.1M |
| Asset Value Investors Ltd | 0001870300 | Apr 16, 2025 | 4 | $172.2M |
| Delta Capital Management LLC | 0000893738 | Apr 16, 2025 | 102 | $172.3M |
| Cohen Investment Advisors LLC | 0001845081 | Apr 29, 2025 | 78 | $172.3M |
| School Employees Retirement Board of Ohio | 0000315024 | Apr 15, 2025 | 3 | $172.5M |
| Lanham O'Dell & Company, Inc. | 0001926344 | May 15, 2025 | 32 | $172.6M |
| CarsonAllaria Wealth Management, Ltd. | 0001900946 | Apr 28, 2025 | 367 | $172.6M |
| Heritage Wealth Management, Inc./Texas | 0001966400 | Apr 22, 2025 | 35 | $172.6M |
| HCEP Management Ltd | 0001822015 | May 14, 2025 | 13 | $172.6M |
| CVS HEALTH Corp | 0000064803 | May 2, 2025 | 3 | $172.7M |
| Vision One Management Partners, LP | 0001979969 | May 15, 2025 | 8 | $172.9M |
| Summa Corp. | 0001954929 | Apr 21, 2025 | 59 | $172.9M |
| AmeriServ Wealth Advisors | 0001102062 | May 14, 2025 | 61 | $172.9M |
| NBZ Investment Advisors LLC | 0001998018 | May 9, 2025 | 57 | $173.0M |
| Absolute Capital Management, LLC | 0001817648 | May 14, 2025 | 118 | $173.0M |
| Accent Capital Management, LLC | 0002014179 | May 9, 2025 | 323 | $173.1M |
| Team Financial Group, LLC | 0001845163 | Apr 23, 2025 | 39 | $173.3M |
| Global Wealth Management, LLC | 0002039738 | Apr 14, 2025 | 28 | $173.3M |
| Hengistbury Investment Partners LLP | 0001574717 | May 9, 2025 | 5 | $173.3M |
| Kaizen Financial Strategies | 0001842013 | Apr 9, 2025 | 138 | $173.3M |
| Mayfair Advisory Group, LLC | 0001801926 | Apr 18, 2025 | 158 | $173.4M |
| Gate City Capital Management, LLC | 0001705447 | May 15, 2025 | 15 | $173.4M |
| Cary Street Partners Investment Advisory LLC | 0001766904 | May 9, 2025 | 567 | $173.4M |
| Ade, LLC | 0001845950 | May 1, 2025 | 76 | $173.6M |
| Schear Investment Advisers, LLC | 0001962838 | May 1, 2025 | 89 | $173.6M |
| LifePlan Investment Advisors, Inc. | 0002045484 | May 13, 2025 | 100 | $173.9M |
| Trivant Custom Portfolio Group, LLC | 0001977992 | Apr 21, 2025 | 198 | $173.9M |
| Beacon Financial Planning, Inc. | 0001966066 | Apr 25, 2025 | 48 | $174.0M |
| Twin Securities, Inc. | 0001351351 | May 15, 2025 | 13 | $174.1M |
| Financial Freedom, LLC | 0001965484 | Apr 18, 2025 | 364 | $174.1M |
| MQS Management LLC | 0001759395 | May 1, 2025 | 402 | $174.2M |
| Maripau Wealth Management LLC | 0001890698 | May 13, 2025 | 134 | $174.3M |