| Koesten, Hirschmann & Crabtree, INC. | 0001963421 | Apr 23, 2025 | 211 | $174.3M |
| FF Advisors,LLC | 0002011904 | May 12, 2025 | 91 | $174.3M |
| Tribune Investment Group LP | 0002000730 | May 14, 2025 | 28 | $174.4M |
| Cincinnati Casualty Co. | 0001279888 | May 8, 2025 | 24 | $174.5M |
| Pennington Partners & Co., LLC | 0001779355 | May 14, 2025 | 82 | $174.5M |
| Aspect Partners, LLC | 0001985284 | Apr 24, 2025 | 609 | $174.7M |
| Bluesphere Advisors LLC | 0001844108 | Apr 23, 2025 | 88 | $174.8M |
| Ameraudi Asset Management, Inc. | 0001772954 | May 7, 2025 | 54 | $174.8M |
| Paragon Capital Management LLC | 0001388437 | May 5, 2025 | 50 | $174.8M |
| McBroom & Associates, LLC | 0001908893 | Apr 17, 2025 | 37 | $174.8M |
| Shelton Wealth Management, LLC | 0001903883 | Apr 21, 2025 | 116 | $174.8M |
| Banque de Luxembourg S.A. | 0002055344 | May 14, 2025 | 87 | $174.8M |
| Perry Creek Capital LP | 0001769704 | May 15, 2025 | 10 | $174.8M |
| Axon Enterprise, Inc. | 0001069183 | May 15, 2025 | 1 | $174.9M |
| Loudon Investment Management, LLC | 0001597089 | May 6, 2025 | 96 | $175.1M |
| Wheelhouse Advisory Group LLC | 0001998946 | Apr 29, 2025 | 40 | $175.1M |
| Verde Servicos Internacionais S.A. | 0001629290 | Apr 22, 2025 | 34 | $175.1M |
| Breach Inlet Capital Management, LLC | 0002009914 | May 15, 2025 | 11 | $175.1M |
| Martin Worley Group | 0002049542 | Apr 21, 2025 | 83 | $175.2M |
| Capstone Wealth Management Group, LLC | 0001923052 | Apr 28, 2025 | 67 | $175.3M |
| Mader & Shannon Wealth Management, Inc. | 0001535862 | May 5, 2025 | 21 | $175.3M |
| Lynwood Price Capital Management LP | 0002046605 | May 8, 2025 | 15 | $175.4M |
| Sound Stewardship, LLC | 0001998101 | Apr 16, 2025 | 60 | $175.5M |
| CWC Advisors, LLC. | 0001520683 | Apr 24, 2025 | 138 | $175.7M |
| 5T Wealth, LLC | 0002039313 | Apr 22, 2025 | 96 | $175.7M |
| Pacific Sun Financial Corp | 0000947517 | Apr 17, 2025 | 178 | $175.8M |
| Saranac Partners Ltd | 0002098745 | Dec 15, 2025 | 80 | $175.9M |
| Norway Savings Bank | 0001692227 | Apr 22, 2025 | 104 | $175.9M |
| OCO Capital Partners, L.P. | 0001764525 | May 15, 2025 | 4 | $175.9M |
| Harrington Investments, INC | 0001386364 | Apr 11, 2025 | 82 | $175.9M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0002011352 | May 5, 2025 | 66 | $175.9M |
| Byrne Financial Freedom, LLC | 0002063947 | Apr 29, 2025 | 97 | $176.0M |
| Granite FO LLC | 0002034090 | May 15, 2025 | 187 | $176.0M |
| Integrity Financial Corp | 0001917704 | May 12, 2025 | 276 | $176.3M |
| Financial Futures Ltd Liability Co. | 0001911616 | Apr 24, 2025 | 60 | $176.3M |
| Mill Road Capital Management LLC | 0001512275 | May 15, 2025 | 24 | $176.3M |
| Elevatus Welath Management | 0001982776 | May 13, 2025 | 104 | $176.4M |
| Mainsail Financial Group, LLC | 0001961290 | Apr 15, 2025 | 49 | $176.5M |
| Longaeva Partners L.P. | 0002054122 | May 15, 2025 | 21 | $176.6M |
| Brown Shipley& Co Ltd | 0001912970 | May 14, 2025 | 63 | $176.6M |
| JW Asset Management, LLC | 0001549738 | May 9, 2025 | 18 | $176.6M |
| Worldly Partners Management, LLC | 0001904574 | May 12, 2025 | 3 | $176.7M |
| Horizon Advisory Services, Inc. | 0001799006 | May 1, 2025 | 46 | $176.7M |
| International City Management Association Retirement Corp | 0001691813 | Apr 9, 2025 | 6 | $176.7M |
| Security National Bank of So Dak | 0001105909 | Apr 29, 2025 | 112 | $176.7M |
| First Citizens Financial Corp | 0001800597 | Apr 3, 2025 | 121 | $176.8M |
| Haven Private, LLC | 0002053665 | May 9, 2025 | 132 | $176.8M |
| Kapstone Financial Advisors LLC | 0001966087 | Apr 11, 2025 | 112 | $176.8M |
| Aspiring Ventures, LLC | 0001738640 | May 8, 2025 | 53 | $176.8M |
| Horizon Bancorp Inc. | 0000706129 | Apr 23, 2025 | 183 | $176.9M |
| Cairn Investment Group, Inc. | 0001800358 | Apr 25, 2025 | 66 | $177.0M |
| Banyan Capital Management, Inc. | 0000846600 | May 2, 2025 | 16 | $177.1M |
| Hilltop Wealth Advisors, LLC | 0001786241 | Apr 16, 2025 | 51 | $177.1M |
| Summit Place Financial Advisors, LLC | 0001801413 | Apr 28, 2025 | 92 | $177.1M |
| Stuart Investment Advisors, Inc. | 0001910180 | Apr 23, 2025 | 16 | $177.1M |
| Brookmont Capital Management | 0001512978 | May 12, 2025 | 53 | $177.2M |
| Strategic Planning, Inc. | 0001925220 | Jul 14, 2025 | 57 | $177.3M |
| Brooks, Moore & Associates, Inc. | 0001767040 | May 14, 2025 | 102 | $177.3M |
| BOCHK Asset Management Ltd | 0002010854 | Apr 29, 2025 | 49 | $177.6M |
| Ironclad Investments LLC | 0001824600 | May 15, 2025 | 3 | $177.6M |
| Sterling Investment Advisors LLC | 0001009198 | Apr 25, 2025 | 35 | $177.7M |
| MSD Capital, L.P. | 0001105497 | May 15, 2025 | 3 | $177.7M |
| Resolute Capital Asset Partners LLC | 0001834913 | May 14, 2025 | 41 | $177.7M |
| Yoder Wealth Management, Inc. | 0001973967 | Apr 22, 2025 | 108 | $177.7M |
| Napa Wealth Management | 0001602844 | May 14, 2025 | 159 | $177.7M |
| Kempner Capital Management Inc. | 0000898399 | Apr 21, 2025 | 49 | $177.7M |
| Wealth Quarterback LLC | 0001803386 | May 5, 2025 | 124 | $177.7M |
| Solas Capital Management, LLC | 0001604867 | May 15, 2025 | 21 | $177.7M |
| Napatree Capital LLC | 0002015964 | May 2, 2025 | 195 | $177.8M |
| Transcendent Capital Group LLC | 0002013703 | May 2, 2025 | 88 | $177.8M |
| Aletheian Wealth Advisors LLC | 0001922281 | Apr 8, 2025 | 95 | $177.9M |
| Birchbrook, Inc. | 0002071468 | Jun 10, 2025 | 268 | $178.0M |
| Garnet Equity Capital Holdings, Inc. | 0001423876 | May 15, 2025 | 19 | $178.0M |
| Johnson & White Wealth Management, LLC | 0001954136 | Apr 10, 2025 | 98 | $178.2M |
| Optivise Advisory Services LLC | 0002042876 | Apr 18, 2025 | 195 | $178.2M |
| Garda Capital Partners LP | 0001666905 | May 14, 2025 | 105 | $178.3M |
| RHS Financial, LLC | 0001766514 | Apr 17, 2025 | 127 | $178.3M |
| University of Massachusetts Foundation, Inc. | 0001802874 | May 13, 2025 | 4 | $178.3M |
| IRON Financial LLC | 0001595509 | Apr 25, 2025 | 113 | $178.4M |
| Traveka Wealth, LLC | 0002009176 | Apr 29, 2025 | 148 | $178.4M |
| Vawter Financial, Ltd. | 0001974403 | May 7, 2025 | 103 | $178.5M |
| GEM Asset Management, LLC | 0001963319 | Apr 17, 2025 | 95 | $178.6M |
| Guerra Advisors Inc | 0002055363 | Apr 25, 2025 | 62 | $178.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0001730521 | Apr 15, 2025 | 132 | $178.7M |
| Lipe & Dalton | 0001570396 | May 5, 2025 | 89 | $178.7M |
| Causey Wealth LLC | 0002132639 | May 19, 2026 | 64 | $178.8M |
| Arcadia Investment Advisors LLC | 0002047860 | May 2, 2025 | 80 | $178.9M |
| West Oak Capital, LLC | 0001387399 | Apr 16, 2025 | 312 | $178.9M |
| Tandem Capital Management Corp. | 0000873759 | Apr 22, 2025 | 113 | $179.0M |
| Carlson Capital, L.P. | 0001056973 | May 14, 2025 | 35 | $179.0M |
| Atlantic Investment Management, Inc. | 0001063296 | May 15, 2025 | 9 | $179.0M |
| Resolute Wealth Strategies, LLC | 0001973981 | May 7, 2025 | 100 | $179.1M |
| Legacy Bridge, LLC | 0001689144 | May 8, 2025 | 319 | $179.2M |
| Battery Global Advisors, LLC | 0001582272 | May 9, 2025 | 139 | $179.2M |
| Fortress Private Ledger, LLC | 0001718251 | May 15, 2025 | 175 | $179.3M |
| Darrow Company, Inc. | 0001908169 | May 12, 2025 | 50 | $179.3M |
| Aerodigm Wealth, LLC | 0001927705 | May 8, 2025 | 78 | $179.4M |
| Horizon Financial Services, LLC | 0001674020 | May 7, 2025 | 292 | $179.4M |
| Howard Wealth Management, LLC | 0001766286 | May 13, 2025 | 115 | $179.4M |
| Finley Financial, LLC | 0002047823 | May 13, 2025 | 121 | $179.5M |