| Hall Kathryn A. | 0001512944 | Feb 12, 2025 | 20 | $178.1M |
| EMC Capital Management | 0001847772 | Jan 23, 2025 | 287 | $178.1M |
| Alpha Family Trust | 0001568991 | Feb 14, 2025 | 156 | $178.1M |
| Richmond Investment Services, LLC | 0002031991 | Feb 19, 2025 | 106 | $178.1M |
| Bardin Hill Management Partners LP | 0001616416 | Feb 14, 2025 | 27 | $178.1M |
| University of Maryland Foundation, Inc. | 0001624050 | Feb 5, 2025 | 8 | $178.1M |
| Mudita Advisors LLP | 0001907809 | Feb 14, 2025 | 18 | $178.1M |
| Constitution Capital LLC | 0001845531 | Jan 15, 2025 | 56 | $178.2M |
| Burns Matteson Capital Management, LLC | 0001894164 | Jan 29, 2025 | 161 | $178.3M |
| Avory & Company, LLC | 0001842766 | Feb 6, 2025 | 29 | $178.5M |
| Integrity Wealth Solutions LLC | 0002006918 | Jan 22, 2025 | 96 | $178.5M |
| Roger Wittlin Investment Advisory, LLC | 0001911328 | Feb 12, 2025 | 43 | $178.6M |
| NBZ Investment Advisors LLC | 0001998018 | Feb 12, 2025 | 65 | $178.6M |
| Cincinnati Casualty Co. | 0001279888 | Feb 12, 2025 | 24 | $178.6M |
| Tribune Investment Group LP | 0002000730 | Feb 13, 2025 | 27 | $178.6M |
| IVC Wealth Advisors LLC | 0001842811 | Jan 17, 2025 | 151 | $178.7M |
| Orleans Capital Management Corp. | 0001013234 | Feb 12, 2025 | 94 | $178.8M |
| Montz Harcus Wealth Management LLC | 0001918613 | Jan 29, 2025 | 74 | $178.9M |
| Solstein Capital, LLC | 0001730769 | Feb 13, 2025 | 313 | $178.9M |
| Fortitude Financial, LLC | 0002066105 | May 28, 2025 | 31 | $178.9M |
| First County Bank | 0001983616 | Jan 7, 2025 | 146 | $179.0M |
| Kane Investment Management, Inc. | 0002056671 | Feb 13, 2025 | 90 | $179.0M |
| Haven Private, LLC | 0002053665 | Feb 7, 2025 | 136 | $179.1M |
| Security National Bank of So Dak | 0001105909 | Feb 14, 2025 | 108 | $179.3M |
| Axiom Financial Strategies, LLC | 0001831985 | Jan 22, 2025 | 42 | $179.3M |
| GEM Asset Management, LLC | 0001963319 | Jan 29, 2025 | 91 | $179.4M |
| Grand Wealth Management, LLC | 0001939443 | Feb 12, 2025 | 66 | $179.4M |
| CCG Wealth Management, LLC | 0001771169 | Jan 24, 2025 | 68 | $179.6M |
| Crux Wealth Advisors | 0002054270 | Feb 13, 2025 | 150 | $179.7M |
| Enterprise Financial Services Corp | 0001025835 | Feb 7, 2025 | 151 | $179.7M |
| Bull Oak Capital, LLC | 0001824263 | Feb 5, 2025 | 26 | $179.8M |
| Greykasell Wealth Strategies, Inc. | 0002041220 | Feb 10, 2025 | 119 | $180.0M |
| Allie Family Office LLC | 0001908612 | Feb 12, 2025 | 95 | $180.1M |
| Hiley Hunt Wealth Management | 0002048051 | Jan 6, 2025 | 39 | $180.2M |
| Quantum Financial Planning Services, Inc. | 0002050169 | Jan 23, 2025 | 34 | $180.2M |
| BlueChip Wealth Advisors LLC | 0002015578 | Feb 12, 2025 | 136 | $180.3M |
| Guerra Advisors Inc | 0002055363 | Feb 14, 2025 | 60 | $180.4M |
| Norway Savings Bank | 0001692227 | Jan 7, 2025 | 105 | $180.5M |
| American Capital Advisory, LLC | 0002018007 | Jan 28, 2025 | 472 | $180.5M |
| Buttonwood Financial Group, LLC | 0001847661 | Jan 31, 2025 | 28 | $180.6M |
| Intelligent Financial Strategies | 0001911000 | Jan 31, 2025 | 80 | $180.6M |
| Prudent Man Investment Management, Inc. | 0002054263 | Feb 12, 2025 | 169 | $180.7M |
| Southern Capital Advisors, LLC | 0001909249 | Jan 23, 2025 | 74 | $180.7M |
| Granite Harbor Advisors, Inc. | 0001967456 | Jan 23, 2025 | 86 | $180.8M |
| Absolute Capital Management, LLC | 0001817648 | Feb 11, 2025 | 121 | $180.8M |
| Windle Wealth, LLC | 0001963452 | Feb 7, 2025 | 32 | $180.8M |
| Sivik Global Healthcare LLC | 0001596452 | Jan 23, 2025 | 36 | $180.8M |
| Yoder Wealth Management, Inc. | 0001973967 | Jan 24, 2025 | 110 | $181.0M |
| Global Assets Advisory, LLC | 0001942932 | Feb 14, 2025 | 149 | $181.1M |
| Saranac Partners Ltd | 0002098745 | Feb 2, 2026 | 82 | $181.1M |
| Ashoka WhiteOak Capital Pte Ltd | 0002031708 | Feb 14, 2025 | 14 | $181.1M |
| Point72 Italy, S.r.l. | 0002006887 | Feb 14, 2025 | 28 | $181.1M |
| Ameraudi Asset Management, Inc. | 0001772954 | Feb 12, 2025 | 55 | $181.2M |
| Kestrel Investment Management Corp. | 0000917579 | Feb 12, 2025 | 40 | $181.2M |
| CMG Global Holdings, LLC | 0001839445 | Jan 23, 2025 | 91 | $181.2M |
| Pragma Gestao DE Patrimonio Ltd. | 0001555512 | Feb 12, 2025 | 16 | $181.3M |
| Traveka Wealth, LLC | 0002009176 | Jan 13, 2025 | 141 | $181.4M |
| Cruiser Capital Advisors, LLC | 0001713506 | Feb 11, 2025 | 50 | $181.4M |
| Genesis Private Wealth, LLC | 0001965529 | Jan 17, 2025 | 136 | $181.4M |
| Family CFO Inc | 0001911695 | Jan 30, 2025 | 92 | $181.6M |
| Roehl & Yi Investment Advisors, LLC | 0002097566 | May 29, 2026 | 153 | $181.7M |
| Values First Advisors, Inc. | 0001913608 | Jan 29, 2025 | 224 | $181.7M |
| Wisconsin Capital Management LLC | 0000926833 | Feb 12, 2025 | 47 | $181.9M |
| Harrington Investments, INC | 0001386364 | Feb 10, 2025 | 81 | $181.9M |
| Western Financial Corp | 0001954480 | Jan 24, 2025 | 127 | $182.0M |
| Urban Financial Advisory Corp | 0002005378 | Feb 14, 2025 | 51 | $182.0M |
| Kempner Capital Management Inc. | 0000898399 | Jan 23, 2025 | 49 | $182.2M |
| Onyx Financial Advisors, LLC | 0001957840 | Jan 16, 2025 | 14 | $182.3M |
| D. Scott Neal, Inc. | 0001596920 | Jan 14, 2025 | 55 | $182.3M |
| Walnut Level Capital LLC | 0001803088 | Feb 11, 2025 | 36 | $182.3M |
| 5T Wealth, LLC | 0002039313 | Jan 31, 2025 | 96 | $182.5M |
| Financial Guidance Group, Inc. | 0001929349 | Jan 30, 2025 | 72 | $182.5M |
| Aurora Investment Counsel | 0001316397 | Feb 10, 2025 | 114 | $182.6M |
| Shelton Wealth Management, LLC | 0001903883 | Jan 15, 2025 | 120 | $182.6M |
| Lanham O'Dell & Company, Inc. | 0001926344 | Feb 6, 2025 | 27 | $182.7M |
| Game Creek Capital, LP | 0001731132 | Feb 14, 2025 | 60 | $182.9M |
| Asset Allocation & Management Company, LLC | 0001498383 | Jan 13, 2025 | 83 | $182.9M |
| Alamar Capital Management, LLC | 0001846995 | May 15, 2025 | 80 | $182.9M |
| Prospect Financial Services LLC | 0002012519 | Jan 22, 2025 | 114 | $183.0M |
| Evolution Advisers, Inc. | 0001906967 | Jan 29, 2025 | 184 | $183.0M |
| Alpha DNA Investment Management LLC | 0001842440 | Feb 13, 2025 | 186 | $183.2M |
| MSD Capital, L.P. | 0001105497 | Feb 14, 2025 | 3 | $183.2M |
| GoalFusion Wealth Management, LLC | 0001895678 | Jan 15, 2025 | 28 | $183.5M |
| Arcadia Investment Advisors LLC | 0002047860 | Jan 24, 2025 | 80 | $183.5M |
| Lifestyle Asset Management, Inc. | 0001845675 | Jan 17, 2025 | 105 | $183.5M |
| Pacific Sun Financial Corp | 0000947517 | Feb 3, 2025 | 184 | $183.6M |
| PFS Partners, LLC | 0002002654 | Jan 27, 2025 | 443 | $183.6M |
| TSG Consumer Partners LP | 0001910156 | Feb 13, 2025 | 1 | $183.8M |
| Nicholas Wealth, LLC. | 0001911391 | Jan 14, 2025 | 100 | $183.8M |
| Glass Wealth Management Co LLC | 0002017692 | Feb 6, 2025 | 58 | $183.9M |
| Heartland Bank & Trust Co | 0001866040 | Jan 22, 2025 | 139 | $184.1M |
| Dixon Fnancial Services, Inc. | 0001909993 | Jan 23, 2025 | 38 | $184.2M |
| CHB Investment Group, LLC | 0001933274 | Jan 13, 2025 | 74 | $184.2M |
| First Citizens Financial Corp | 0001800597 | Jan 3, 2025 | 121 | $184.2M |
| Hutchens & Kramer Investment Management Group, LLC | 0001920117 | Jan 22, 2025 | 159 | $184.2M |
| Ridgecrest Wealth Partners, LLC | 0001860719 | Jan 22, 2025 | 107 | $184.4M |
| Corecam Pte. Ltd. | 0002106977 | Mar 9, 2026 | 31 | $184.4M |
| Patron Partners, LLC | 0001841768 | Jan 24, 2025 | 172 | $184.5M |
| Elite Financial, Inc. | 0002059349 | Mar 6, 2025 | 50 | $184.6M |
| Regency Capital Management Inc.\DE | 0001863894 | Jan 21, 2025 | 49 | $184.7M |