| Epiq Partners, LLC | 0001799435 | Jan 22, 2025 | 74 | $184.8M |
| Howard Wealth Management, LLC | 0001766286 | Jan 30, 2025 | 116 | $184.8M |
| Lagoda Investment Management, L.P. | 0001632108 | Feb 14, 2025 | 34 | $184.9M |
| WFA Asset Management Corp | 0001994434 | Jan 24, 2025 | 224 | $185.0M |
| Sterneck Capital Management, LLC | 0001438574 | Jan 8, 2025 | 96 | $185.1M |
| M1 Capital Management LLC | 0001976157 | Mar 19, 2025 | 86 | $185.1M |
| Marmo Financial Group, LLC | 0001964829 | Jan 23, 2025 | 27 | $185.2M |
| Santa Monica Partners LP | 0000904793 | Jan 30, 2025 | 17 | $185.2M |
| Myecfo, LLC | 0001986457 | Jan 14, 2025 | 57 | $185.3M |
| Ivy Lane Capital Management, LLC | 0001839851 | Feb 12, 2025 | 12 | $185.3M |
| Sightline Wealth Advisors, LLC | 0001841979 | Jan 13, 2025 | 88 | $185.3M |
| AmeriServ Wealth Advisors | 0001102062 | Feb 14, 2025 | 63 | $185.3M |
| R. W. Roge & Company, Inc. | 0001800745 | Jan 29, 2025 | 49 | $185.4M |
| Retirement Financial Solutions, LLC | 0001962532 | Jan 31, 2025 | 37 | $185.5M |
| 626 Financial, LLC | 0001911035 | Jan 14, 2025 | 109 | $185.5M |
| Vantage Point Financial LLC | 0002048892 | Jan 24, 2025 | 122 | $185.6M |
| Optivise Advisory Services LLC | 0002042876 | Feb 13, 2025 | 175 | $185.6M |
| Rosalind Advisors, Inc. | 0001622627 | Feb 14, 2025 | 28 | $185.7M |
| Castleview Partners, LLC | 0001737088 | Jan 21, 2025 | 581 | $185.7M |
| Black Diamond Capital Management, L.L.C. | 0001282197 | Feb 14, 2025 | 14 | $185.8M |
| Aventura Private Wealth, LLC | 0002074418 | Jan 7, 2026 | 757 | $185.8M |
| ACT Advisors, LLC. | 0001842554 | Jan 13, 2025 | 58 | $185.8M |
| Banque de Luxembourg S.A. | 0002055344 | Feb 14, 2025 | 82 | $185.8M |
| Acorn Capital Advisors, LLC | 0002054410 | May 19, 2025 | 21 | $185.8M |
| Carolina Wealth Advisors, LLC | 0001786411 | Jan 14, 2025 | 299 | $185.8M |
| Resolute Capital Asset Partners LLC | 0001834913 | Feb 13, 2025 | 32 | $185.9M |
| Curio Wealth, LLC | 0002049201 | Feb 10, 2025 | 304 | $185.9M |
| University of Massachusetts Foundation, Inc. | 0001802874 | Feb 12, 2025 | 4 | $185.9M |
| Shore Point Advisors, LLC | 0001907092 | Jan 16, 2025 | 64 | $186.0M |
| Wafra Inc. | 0000920440 | Feb 5, 2025 | 2 | $186.0M |
| Sellwood Investment Partners LLC | 0001763958 | Feb 12, 2025 | 55 | $186.0M |
| Private Client Services, LLC | 0001457005 | Jan 8, 2025 | 186 | $186.1M |
| Bridger Management, LLC | 0001166309 | Feb 14, 2025 | 28 | $186.1M |
| Motive Wealth Advisors | 0001877093 | Jan 21, 2025 | 75 | $186.2M |
| Eagle Bluffs Wealth Management LLC | 0001906547 | Jan 24, 2025 | 74 | $186.3M |
| Quantum Portfolio Management LLC | 0002003672 | Jan 23, 2025 | 251 | $186.3M |
| Mark Sheptoff Financial Planning, LLC | 0001607355 | Feb 12, 2025 | 431 | $186.4M |
| Semanteon Capital Management, LP | 0001738809 | Feb 11, 2025 | 227 | $186.4M |
| Paragon Capital Management LLC | 0001388437 | Feb 11, 2025 | 53 | $186.6M |
| New Perspectives, Inc | 0001909565 | Jan 22, 2025 | 35 | $186.6M |
| Presidio Capital Management, LLC | 0001931750 | Feb 14, 2025 | 67 | $186.7M |
| Siemens Pension Trust E V | 0001209767 | Feb 14, 2025 | 1 | $186.8M |
| Capstone Wealth Management Group, LLC | 0001923052 | Jan 14, 2025 | 73 | $186.8M |
| Tandem Capital Management Corp. | 0000873759 | Jan 27, 2025 | 112 | $186.8M |
| Vision One Management Partners, LP | 0001979969 | Feb 14, 2025 | 10 | $186.8M |
| NVP Associates, LLC | 0001545692 | Feb 10, 2025 | 7 | $186.9M |
| Fairfield University | 0001717825 | Feb 7, 2025 | 3 | $187.0M |
| One68 Global Capital, LLC | 0001755535 | Feb 14, 2025 | 91 | $187.0M |
| YANKCOM Partnership | 0002036975 | Jan 27, 2025 | 266 | $187.0M |
| Quantitative Strategies, Inc. | 0001810224 | Feb 7, 2025 | 23 | $187.0M |
| Battery Global Advisors, LLC | 0001582272 | Feb 14, 2025 | 133 | $187.1M |
| Wayfinding Financial, LLC | 0001898131 | Feb 11, 2025 | 137 | $187.1M |
| Brookmont Capital Management | 0001512978 | Jan 16, 2025 | 54 | $187.1M |
| Worth Asset Management, LLC | 0001927285 | Jan 8, 2025 | 139 | $187.2M |
| Perbak Capital Partners LLP | 0001968437 | Feb 14, 2025 | 65 | $187.2M |
| Lindenwold Advisors, INC | 0001874374 | Feb 11, 2025 | 111 | $187.3M |
| Master's Wealth Management Inc. | 0002056521 | Feb 13, 2025 | 40 | $187.3M |
| Stuart Investment Advisors, Inc. | 0001910180 | Feb 10, 2025 | 19 | $187.4M |
| Kapstone Financial Advisors LLC | 0001966087 | Feb 6, 2025 | 114 | $187.4M |
| Cascades Capital Asset Management, LLC | 0002035512 | Feb 13, 2025 | 106 | $187.5M |
| Headwater Capital Co Ltd | 0002036346 | Jan 13, 2025 | 10 | $187.6M |
| Schear Investment Advisers, LLC | 0001962838 | Jan 29, 2025 | 88 | $187.8M |
| First City Capital Management, Inc. | 0001427350 | Jan 3, 2025 | 153 | $187.9M |
| RCS Financial Planning, LLC | 0001963347 | Jan 23, 2025 | 77 | $187.9M |
| Integrated Capital Management, LLC | 0002040070 | Jan 3, 2025 | 57 | $188.0M |
| Threadgill Financial, LLC | 0001814104 | Jan 13, 2025 | 47 | $188.0M |
| Walnut Private Equity Partners, LLC | 0001599275 | Jan 21, 2025 | 12 | $188.2M |
| Peninsula Asset Management Inc. | 0001091923 | Feb 10, 2025 | 44 | $188.2M |
| Forte Asset Management LLC | 0001927129 | Jan 22, 2025 | 60 | $188.3M |
| FOCUS Wealth Advisors, LLC | 0001845643 | Jan 16, 2025 | 57 | $188.5M |
| Lipe & Dalton | 0001570396 | Feb 3, 2025 | 94 | $188.5M |
| MRA Advisory Group | 0001841816 | Jan 14, 2025 | 123 | $188.7M |
| Pacific Wealth Management | 0001852338 | Feb 12, 2025 | 20 | $189.0M |
| Delphi Financial Group, Inc. | 0000859139 | Feb 6, 2025 | 24 | $189.0M |
| Dogwood Wealth Management LLC | 0002056922 | Mar 4, 2025 | 283 | $189.0M |
| GSI Capital Advisors LLC | 0001391974 | Feb 12, 2025 | 31 | $189.1M |
| Metavasi Capital LP | 0001864835 | Feb 14, 2025 | 30 | $189.1M |
| Silver Oak Advisory Group, Inc. | 0001906937 | Feb 7, 2025 | 65 | $189.1M |
| Legal Advantage Investments, Inc. | 0001841769 | Jan 16, 2025 | 103 | $189.2M |
| Riposte Capital LLC | 0001672355 | Feb 11, 2025 | 19 | $189.2M |
| Tower View Wealth Management LLC | 0001729045 | Feb 5, 2025 | 196 | $189.2M |
| Infinitum Asset Management, LLC | 0002058093 | Feb 26, 2025 | 18 | $189.2M |
| West Oak Capital, LLC | 0001387399 | Jan 14, 2025 | 314 | $189.3M |
| Plan Group Financial, LLC | 0001940033 | Jan 31, 2025 | 115 | $189.3M |
| Meridian Financial Partners LLC | 0001763722 | Jan 14, 2025 | 100 | $189.4M |
| Lee Johnson Capital Management, LLC | 0001674836 | Jan 16, 2025 | 29 | $189.5M |
| Blue Barn Wealth, LLC | 0001879206 | Feb 6, 2025 | 147 | $189.6M |
| Financial Freedom, LLC | 0001965484 | Jan 16, 2025 | 360 | $189.7M |
| Greenbush Financial Group, LLC | 0002061818 | Apr 18, 2025 | 33 | $189.8M |
| Sib LLC | 0001426857 | Jan 15, 2025 | 19 | $189.8M |
| Shared Vision Wealth Group LLC | 0002008178 | Feb 6, 2025 | 75 | $190.0M |
| Cordant, Inc. | 0001830942 | Jan 15, 2025 | 81 | $190.1M |
| Delaney Dennis R | 0001661536 | Feb 13, 2025 | 46 | $190.1M |
| Flat Footed LLC | 0001799456 | Feb 14, 2025 | 8 | $190.3M |
| ELCO Management Co., LLC | 0001690717 | Feb 13, 2025 | 158 | $190.3M |
| Masso Torrence Wealth Management Inc. | 0001903153 | Jan 23, 2025 | 99 | $190.3M |
| Carl P. Sherr & Co., LLC | 0001818535 | Feb 3, 2025 | 118 | $190.3M |
| S.A. Mason LLC | 0001800911 | Jan 24, 2025 | 342 | $190.4M |
| Scoggin Management LP | 0001086416 | Feb 14, 2025 | 31 | $190.4M |
| Viewpoint Capital Management LLC | 0001906223 | Jan 29, 2025 | 136 | $190.4M |