| Legacy Wealth Managment, LLC | 0002045082 | Aug 6, 2025 | 741 | $189.0M |
| Harrington Investments, INC | 0001386364 | Jul 14, 2025 | 83 | $189.0M |
| OnyxPoint Global Management LP | 0001961491 | Aug 14, 2025 | 7 | $189.0M |
| Agp Franklin, LLC | 0002056566 | Aug 12, 2025 | 82 | $189.0M |
| Peninsula Asset Management Inc. | 0001091923 | Aug 7, 2025 | 45 | $189.4M |
| Udine Wealth Management, Inc. | 0001907240 | Jul 25, 2025 | 35 | $189.4M |
| Ridgecrest Wealth Partners, LLC | 0001860719 | Jul 15, 2025 | 111 | $189.5M |
| Monashee Investment Management LLC | 0001627608 | Aug 11, 2025 | 40 | $189.5M |
| Innealta Capital, LLC | 0001752579 | Aug 6, 2025 | 104 | $189.6M |
| NorthStar Asset Management LLC | 0002011587 | Aug 12, 2025 | 94 | $189.6M |
| Aurora Investment Counsel | 0001316397 | Jul 30, 2025 | 107 | $189.7M |
| Spring Capital Management, LLC | 0001899146 | Jul 11, 2025 | 51 | $189.7M |
| Midwest Capital Advisors, LLC | 0002026480 | Jul 25, 2025 | 188 | $189.7M |
| CCG Wealth Management, LLC | 0001771169 | Jul 25, 2025 | 80 | $189.8M |
| Wealth Advisors Northwest LLC | 0002053892 | Jul 24, 2025 | 61 | $189.8M |
| Triavera Capital LLC | 0002011325 | Aug 13, 2025 | 18 | $189.8M |
| Edge Financial Advisors LLC | 0002011402 | Jul 24, 2025 | 124 | $189.8M |
| CMG Global Holdings, LLC | 0001839445 | Jul 30, 2025 | 90 | $190.0M |
| Helix Partners Management LP | 0001995612 | Aug 13, 2025 | 12 | $190.1M |
| Cobblestone Asset Management LLC | 0001994512 | Jul 14, 2025 | 69 | $190.1M |
| Rockingstone Advisors LLC | 0002027176 | Jul 22, 2025 | 105 | $190.2M |
| Midwest Financial Group LLC | 0001967193 | Jul 18, 2025 | 114 | $190.2M |
| Ameriflex Group, Inc. | 0002057637 | Jul 21, 2025 | 1,061 | $190.3M |
| Blue Oak Capital, LLC | 0001307125 | Jul 16, 2025 | 67 | $190.3M |
| Ravenstone Capital Management Inc. | 0002086041 | Jun 26, 2026 | 46 | $190.5M |
| Kane Investment Management, Inc. | 0002056671 | Aug 8, 2025 | 89 | $190.5M |
| Regency Capital Management Inc.\DE | 0001863894 | Jul 23, 2025 | 58 | $190.6M |
| CVS HEALTH Corp | 0000064803 | Aug 1, 2025 | 3 | $190.6M |
| Guinness Atkinson Asset Management Inc | 0001409765 | Aug 1, 2025 | 84 | $190.7M |
| Richardson Capital Management LLC | 0001621646 | Jul 23, 2025 | 206 | $190.7M |
| Ameraudi Asset Management, Inc. | 0001772954 | Aug 12, 2025 | 55 | $190.7M |
| Topel & Distasi Wealth Management, LLC | 0001880087 | Aug 7, 2025 | 60 | $190.8M |
| Family Capital Management, Inc. | 0001964344 | Jul 30, 2025 | 91 | $190.8M |
| ELCO Management Co., LLC | 0001690717 | Aug 4, 2025 | 156 | $190.9M |
| EVR Research LP | 0001843019 | Aug 14, 2025 | 27 | $191.0M |
| DMKC Advisory Services, LLC | 0001901337 | Jul 21, 2025 | 78 | $191.0M |
| Yarger Wealth Strategies, LLC | 0001908607 | Jul 25, 2025 | 111 | $191.4M |
| Resolute Capital Asset Partners LLC | 0001834913 | Aug 14, 2025 | 43 | $191.4M |
| Cairn Investment Group, Inc. | 0001800358 | Jul 17, 2025 | 68 | $191.5M |
| Pacific Sun Financial Corp | 0000947517 | Jul 30, 2025 | 188 | $191.5M |
| Cohen Investment Advisors LLC | 0001845081 | Jul 23, 2025 | 80 | $191.5M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0002043130 | Jul 31, 2025 | 145 | $191.6M |
| FCG Investment Co | 0002011697 | Jul 16, 2025 | 92 | $191.7M |
| Kerrisdale Advisers, LLC | 0001569688 | Aug 14, 2025 | 66 | $191.7M |
| Valued Wealth Advisors LLC | 0002007175 | Aug 6, 2025 | 620 | $191.7M |
| Franchise Capital Ltd | 0001859388 | Jul 23, 2025 | 24 | $191.7M |
| Anthracite Investment Company, Inc. | 0001809930 | Jul 31, 2025 | 63 | $191.9M |
| Yoder Wealth Management, Inc. | 0001973967 | Jul 22, 2025 | 112 | $191.9M |
| Old North State Wealth Management, LLC | 0002041262 | Jul 16, 2025 | 120 | $191.9M |
| Baugh & Associates, LLC | 0001730818 | Jul 11, 2025 | 42 | $191.9M |
| Cunning Capital Partners, LP | 0001571075 | Aug 18, 2025 | 55 | $191.9M |
| Nvest Financial, LLC | 0001915315 | Jul 28, 2025 | 106 | $192.0M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0001694895 | Jul 18, 2025 | 108 | $192.0M |
| Cornercap Investment Counsel Inc. | 0001062938 | Aug 6, 2025 | 152 | $192.0M |
| Sterling Investment Advisors LLC | 0001009198 | Jul 10, 2025 | 37 | $192.1M |
| Spinecap SAS | 0002011727 | Jan 16, 2026 | 12 | $192.2M |
| Cottage Street Advisors LLC | 0001665302 | Aug 4, 2025 | 114 | $192.2M |
| Ballast Asset Management, LP | 0001998389 | Aug 13, 2025 | 54 | $192.4M |
| Summa Corp. | 0001954929 | Jul 25, 2025 | 76 | $192.4M |
| FOCUS Wealth Advisors, LLC | 0001845643 | Jul 9, 2025 | 56 | $192.4M |
| C V Starr & Co. Inc. | 0001340459 | Aug 8, 2025 | 5 | $192.4M |
| LCM Capital Management Inc | 0001861752 | Jul 14, 2025 | 104 | $192.5M |
| Long Island Wealth Management, Inc. | 0002011177 | Aug 12, 2025 | 81 | $192.5M |
| Lindenwold Advisors, INC | 0001874374 | Jul 24, 2025 | 107 | $192.5M |
| Pointe Capital Management LLC | 0001640335 | Aug 5, 2025 | 155 | $192.6M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0002011352 | Aug 11, 2025 | 72 | $192.6M |
| FF Advisors,LLC | 0002011904 | Jul 8, 2025 | 99 | $192.7M |
| C M Bidwell & Associates Ltd. | 0001091860 | Aug 14, 2025 | 446 | $192.8M |
| Tower View Wealth Management LLC | 0001729045 | Jul 21, 2025 | 194 | $192.9M |
| Arcadia Investment Advisors LLC | 0002047860 | Jul 23, 2025 | 84 | $193.0M |
| Chronos Wealth Management, LLC | 0001801792 | Jul 15, 2025 | 39 | $193.1M |
| Inlight Wealth Management, LLC | 0001731795 | Jul 22, 2025 | 249 | $193.2M |
| Koesten, Hirschmann & Crabtree, INC. | 0001963421 | Aug 15, 2025 | 345 | $193.3M |
| CWC Advisors, LLC. | 0001520683 | Jul 10, 2025 | 145 | $193.5M |
| American Financial & Tax Strategies Inc. | 0000911927 | Aug 1, 2025 | 91 | $193.5M |
| Financial Symmetry Inc | 0002004843 | Jul 29, 2025 | 48 | $193.6M |
| Westhampton Capital, LLC | 0001639997 | Jul 18, 2025 | 116 | $193.7M |
| Perritt Capital Management Inc | 0001279342 | Aug 14, 2025 | 328 | $193.7M |
| Prospect Hill Management, LLC | 0001837320 | Aug 11, 2025 | 15 | $193.8M |
| Sound Stewardship, LLC | 0001998101 | Jul 14, 2025 | 62 | $193.9M |
| Endowment Wealth Management, Inc. | 0001904477 | Jul 25, 2025 | 157 | $194.0M |
| PFG Private Wealth Management, LLC | 0001799957 | Aug 11, 2025 | 56 | $194.1M |
| Latigo Investments, LLC | 0001914668 | Aug 12, 2025 | 15 | $194.2M |
| Econ Financial Services Corp | 0001659718 | Aug 4, 2025 | 82 | $194.2M |
| Emergence GP Partners, LLC | 0001589115 | Aug 13, 2025 | 4 | $194.3M |
| Seamount Financial Group Inc. | 0002011267 | Jul 23, 2025 | 129 | $194.5M |
| Banyan Capital Management, Inc. | 0000846600 | Jul 15, 2025 | 19 | $194.5M |
| Cascades Capital Asset Management, LLC | 0002035512 | Aug 14, 2025 | 144 | $194.5M |
| Grand Wealth Management, LLC | 0001939443 | Jul 24, 2025 | 72 | $194.5M |
| Causey Wealth LLC | 0002132639 | May 19, 2026 | 64 | $194.5M |
| Transcendent Capital Group LLC | 0002013703 | Jul 25, 2025 | 99 | $194.5M |
| First Affirmative Financial Network | 0001656282 | Nov 20, 2025 | 279 | $194.5M |
| Fox Hill Wealth Management | 0002016110 | Jul 7, 2025 | 121 | $194.6M |
| Richmond Hill Investments, LLC | 0001455952 | Aug 14, 2025 | 3 | $194.6M |
| GoalFusion Wealth Management, LLC | 0001895678 | Jul 16, 2025 | 28 | $194.6M |
| Blue Sky Capital Consultants Group, Inc. | 0002057054 | Jul 31, 2025 | 59 | $194.6M |
| Paragon Capital Management LLC | 0001388437 | Aug 8, 2025 | 58 | $194.7M |
| Norway Savings Bank | 0001692227 | Jul 2, 2025 | 103 | $194.7M |
| Signet Investment Advisory Group, Inc. | 0001766328 | Aug 1, 2025 | 67 | $194.8M |
| Delaney Dennis R | 0001661536 | Jul 25, 2025 | 49 | $194.8M |