| Axis Capital Holdings Ltd. | 0001214816 | Oct 30, 2024 | 3 | $227.6M |
| RP Management, LLC | 0001507673 | Nov 13, 2024 | 4 | $227.7M |
| ONE Advisory Partners, LLC | 0001819695 | Oct 17, 2024 | 46 | $227.9M |
| Peak Planning Group, LLC | 0002097384 | Jun 24, 2026 | 108 | $228.1M |
| WealthCare Investment Partners, LLC | 0001908462 | Oct 8, 2024 | 140 | $228.1M |
| Kepos Capital LP | 0001512020 | Nov 12, 2024 | 229 | $228.2M |
| IvyRock Asset Management (HK) Ltd | 0001809525 | Nov 8, 2024 | 22 | $228.2M |
| Retirement Financial Solutions, LLC | 0001962532 | Oct 29, 2024 | 40 | $228.4M |
| Mechanics Financial Corp | 0001821336 | Nov 6, 2024 | 239 | $228.4M |
| Tealwood Asset Management Inc. | 0001164062 | Oct 8, 2024 | 129 | $228.4M |
| TAM Capital Management Inc. | 0001594591 | Nov 15, 2024 | 10 | $228.5M |
| Crescent Park Management, L.P. | 0001629984 | Nov 13, 2024 | 21 | $228.8M |
| Crestmont Private Wealth LLC | 0001873372 | Oct 10, 2024 | 118 | $228.8M |
| Sensible Money, LLC | 0001965229 | Oct 16, 2024 | 86 | $228.9M |
| Gen-Wealth Partners Inc | 0002023375 | Nov 13, 2024 | 670 | $229.0M |
| Consolidated Capital Management, LLC | 0001666613 | Oct 16, 2024 | 35 | $229.1M |
| Buttonwood Financial Advisors Inc. | 0001904033 | Oct 28, 2024 | 96 | $229.3M |
| Richmond Hill Investments, LLC | 0001455952 | Nov 14, 2024 | 4 | $229.3M |
| Wela Strategies, Inc. | 0001644329 | Oct 17, 2024 | 52 | $229.4M |
| Hillman Co. | 0001036288 | Oct 21, 2024 | 13 | $229.4M |
| Valence8 US LP | 0001943819 | Nov 12, 2024 | 40 | $229.4M |
| Landmark Wealth Management, LLC | 0001728778 | Oct 30, 2024 | 76 | $229.7M |
| Palisades Investment Partners, LLC | 0001427373 | Feb 18, 2025 | 40 | $229.7M |
| Ruggaard & Associates LLC | 0001971230 | Nov 14, 2024 | 116 | $229.7M |
| Samalin Investment Counsel, LLC | 0001544366 | Nov 13, 2024 | 284 | $229.8M |
| Davis-Rea LTD. | 0001482171 | Oct 28, 2024 | 38 | $229.8M |
| California First Leasing Corp. | 0000803016 | Oct 31, 2024 | 43 | $229.9M |
| Crown Wealth Group, LLC | 0001845698 | Nov 13, 2024 | 114 | $230.0M |
| Rakuten Securities, Inc. | 0002009539 | Nov 5, 2024 | 713 | $230.0M |
| BlackBarn Capital Partners LP | 0002010204 | Nov 14, 2024 | 18 | $230.1M |
| CVS HEALTH Corp | 0000064803 | Nov 8, 2024 | 5 | $230.2M |
| 25 LLC | 0001968777 | Oct 15, 2024 | 53 | $230.4M |
| Socha Financial Group, LLC | 0001967966 | Oct 31, 2024 | 23 | $230.5M |
| Claris Advisors, LLC / Mo / | 0001905092 | Oct 31, 2024 | 1,235 | $230.6M |
| Barrett & Company, Inc. | 0000887602 | Oct 24, 2024 | 578 | $230.8M |
| Tilson Financial Group, Inc. | 0001964820 | Oct 28, 2024 | 72 | $230.8M |
| EnCap Energy Capital Fund X, L.P. | 0001636722 | Nov 14, 2024 | 1 | $230.9M |
| Reliant Wealth Planning | 0001823393 | Oct 24, 2024 | 26 | $230.9M |
| Geneva Partners, LLC | 0001712671 | Oct 30, 2024 | 70 | $231.0M |
| Goodwin Investment Advisory | 0001803294 | Nov 12, 2024 | 35 | $231.0M |
| Invenio Wealth Partners LLC | 0001989341 | Nov 13, 2024 | 98 | $231.2M |
| Optimum Investment Advisors | 0001037763 | Oct 16, 2024 | 636 | $231.3M |
| Mendel Money Management | 0001600585 | Nov 7, 2024 | 134 | $231.3M |
| Atlas Wealth LLC | 0001964106 | Nov 14, 2024 | 82 | $231.7M |
| Unique Wealth Strategies, LLC | 0002009809 | Jul 14, 2026 | 189 | $231.8M |
| Ranger Global Real Estate Advisors, LLC | 0001689007 | Nov 13, 2024 | 20 | $231.8M |
| Hoertkorn Richard Charles | 0001598177 | Oct 22, 2024 | 82 | $231.8M |
| Tiemann Investment Advisors, LLC | 0001575151 | Nov 14, 2024 | 197 | $231.9M |
| Standard General L.P. | 0001409888 | Nov 14, 2024 | 3 | $231.9M |
| MADDEN SECURITIES Corp | 0001803566 | Oct 10, 2024 | 106 | $231.9M |
| Orin Green Financial, LLC | 0001844227 | Oct 16, 2024 | 83 | $231.9M |
| Lowe Wealth Advisors, LLC | 0001574010 | Oct 2, 2024 | 318 | $232.1M |
| Grant/GrossMendelsohn, LLC | 0001810677 | Oct 15, 2024 | 148 | $232.1M |
| Straight Path Wealth Management | 0001902506 | Nov 6, 2024 | 98 | $232.1M |
| 7G Capital Management, LLC | 0001720350 | Nov 12, 2024 | 8 | $232.3M |
| Canopy Partners, LLC | 0001960860 | Nov 12, 2024 | 210 | $232.3M |
| Bernzott Capital Advisors | 0001260468 | Oct 25, 2024 | 35 | $232.4M |
| Acorn Wealth Advisors, LLC | 0001730610 | Nov 13, 2024 | 227 | $232.7M |
| Beacon Bridge Wealth Partners, LLC | 0001965468 | Nov 12, 2024 | 87 | $232.7M |
| Morris Financial Concepts, Inc. | 0001387386 | Oct 30, 2024 | 193 | $232.8M |
| Waterway Wealth Management, LLC | 0001992193 | Oct 21, 2024 | 73 | $232.8M |
| Elevation Wealth Partners, LLC | 0001976256 | Oct 4, 2024 | 479 | $233.0M |
| Marks Wealth, LLC | 0001838660 | Oct 18, 2024 | 27 | $233.0M |
| Lind Value II ApS | 0001891185 | Oct 4, 2024 | 4 | $233.0M |
| Fusion Capital, LLC | 0001802955 | Nov 12, 2024 | 76 | $233.1M |
| University of Massachusetts Foundation, Inc. | 0001802874 | Oct 23, 2024 | 4 | $233.2M |
| Brick & Kyle, Associates | 0001632253 | Nov 14, 2024 | 55 | $233.2M |
| Omnia Family Wealth, LLC | 0001696136 | Nov 6, 2024 | 79 | $233.3M |
| Capital Wealth Management, LLC | 0001730456 | Oct 18, 2024 | 40 | $233.4M |
| StrongBox Wealth, LLC | 0001812155 | Nov 12, 2024 | 87 | $233.4M |
| American Financial Group Inc. | 0001042046 | Nov 12, 2024 | 66 | $233.5M |
| Intrepid Financial Planning Group LLC | 0001641296 | Nov 4, 2024 | 127 | $233.5M |
| Indaba Capital Management, L.P. | 0001524362 | Nov 14, 2024 | 9 | $233.7M |
| Lazari Capital Management, Inc. | 0001986389 | Oct 22, 2024 | 159 | $233.8M |
| Altus Wealth Group LLC | 0001842572 | Oct 22, 2024 | 144 | $233.9M |
| Bond & Devick Financial Network, Inc. | 0001843495 | Nov 4, 2024 | 157 | $233.9M |
| Leisure Capital Management | 0001631507 | Oct 16, 2024 | 141 | $234.0M |
| Sterling Financial Group, Inc. | 0001991301 | Oct 22, 2024 | 66 | $234.0M |
| Horizon Investment Services, LLC | 0001426940 | Nov 12, 2024 | 122 | $234.0M |
| Power Wealth Management LLC | 0002001039 | Nov 12, 2024 | 93 | $234.2M |
| Solitude Financial Services | 0001839890 | Oct 30, 2024 | 34 | $234.3M |
| INCA Investments LLC | 0001513137 | Nov 5, 2024 | 10 | $234.3M |
| S Squared Technology, LLC | 0001322924 | Nov 14, 2024 | 33 | $234.4M |
| LifeGuide Financial Advisors, LLC | 0001908585 | Oct 7, 2024 | 41 | $234.4M |
| ClearAlpha Technologies LP | 0001972331 | Nov 14, 2024 | 208 | $234.5M |
| Oxbow Capital Management (HK) Ltd | 0001713269 | Nov 15, 2024 | 9 | $234.6M |
| Sivik Global Healthcare LLC | 0001596452 | Nov 6, 2024 | 33 | $234.6M |
| Weinberger Asset Management, Inc | 0002051705 | Feb 4, 2025 | 82 | $234.6M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0002033881 | Nov 7, 2024 | 91 | $235.0M |
| Greenhaven Road Investment Management, L.P. | 0001741129 | Nov 13, 2024 | 15 | $235.1M |
| BCS Wealth Management | 0001798172 | Oct 17, 2024 | 167 | $235.1M |
| Maxwell Wealth Strategies Inc. | 0001993410 | Nov 6, 2024 | 106 | $235.3M |
| Dean Capital Management | 0001455468 | Nov 14, 2024 | 137 | $235.5M |
| Providence First Trust Co | 0001713735 | Nov 12, 2024 | 97 | $235.6M |
| Berkshire Capital Holdings Inc. | 0001133742 | Nov 12, 2024 | 90 | $235.7M |
| Perry Creek Capital LP | 0001769704 | Nov 14, 2024 | 12 | $236.1M |
| Gunderson Capital Management LLC | 0001792397 | Oct 8, 2024 | 40 | $236.1M |
| Prairiewood Capital, LLC | 0001839695 | Oct 15, 2024 | 79 | $236.1M |
| Purus Wealth Management, LLC | 0001844250 | Nov 12, 2024 | 117 | $236.1M |
| 325 Capital LLC | 0001873893 | Nov 14, 2024 | 11 | $236.2M |