| Grove Street Fiduciary, LLC | 0002054682 | Feb 3, 2025 | 58 | $190.5M |
| SFG Wealth Management, LLC. | 0001908914 | Jan 16, 2025 | 98 | $190.6M |
| Tumwater Wealth Management, LLC | 0002034579 | Feb 10, 2025 | 31 | $190.7M |
| Powers Capital, LLC | 0002056287 | Feb 14, 2025 | 2 | $190.7M |
| Red Tortoise LLC | 0001910488 | Jan 24, 2025 | 582 | $190.7M |
| Interactive Financial Advisors, Inc. | 0001419099 | Feb 6, 2025 | 86 | $190.8M |
| Goodwin Investment Advisory | 0001803294 | Feb 5, 2025 | 39 | $191.0M |
| Worldly Partners Management, LLC | 0001904574 | Feb 14, 2025 | 3 | $191.1M |
| Tower Wealth Partners, Inc. | 0001852808 | Feb 7, 2025 | 77 | $191.1M |
| Breed's Hill Capital LLC | 0001963222 | Feb 18, 2025 | 134 | $191.2M |
| Guardian Point Capital, LP | 0001595932 | Feb 14, 2025 | 8 | $191.2M |
| Element Wealth, LLC | 0001802743 | Feb 3, 2025 | 291 | $191.2M |
| Cresta Advisors, Ltd. | 0001947670 | Feb 3, 2025 | 50 | $191.2M |
| Grant/GrossMendelsohn, LLC | 0001810677 | Jan 15, 2025 | 139 | $191.3M |
| ORBA Wealth Advisors, L.L.C. | 0002010248 | Feb 5, 2025 | 104 | $191.3M |
| O'Connor Financial Group LLC | 0001973783 | Jan 6, 2025 | 55 | $191.4M |
| Owen LaRue, LLC | 0001965328 | Feb 14, 2025 | 90 | $191.4M |
| Rings Capital Management LLC | 0001771122 | Feb 14, 2025 | 8 | $191.4M |
| Richards, Merrill & Peterson, Inc. | 0000090108 | Feb 13, 2025 | 502 | $191.4M |
| Harvest Management LLC | 0001140315 | Feb 14, 2025 | 42 | $191.5M |
| Adalta Capital Management LLC | 0001698926 | Feb 18, 2025 | 99 | $191.5M |
| Melia Wealth LLC | 0001964047 | Feb 13, 2025 | 19 | $191.5M |
| FourWorld Capital Management LLC | 0001770525 | Feb 14, 2025 | 20 | $191.6M |
| FreeGulliver LLC | 0002032561 | Feb 11, 2025 | 89 | $191.6M |
| Fourth Dimension Wealth, LLC | 0002056691 | Feb 18, 2025 | 628 | $191.7M |
| Alternative Investment Advisors, LLC. | 0002009486 | Sep 8, 2025 | 55 | $191.7M |
| Concorde Asset Management, LLC | 0001631773 | Feb 13, 2025 | 182 | $191.8M |
| Legacy Bridge, LLC | 0001689144 | Jan 22, 2025 | 298 | $191.8M |
| VPR Management LLC | 0001894203 | Feb 13, 2025 | 55 | $191.9M |
| Proactive Wealth Strategies LLC | 0002043129 | Jan 31, 2025 | 128 | $191.9M |
| Wealthcare Capital Partners, LLC | 0002053307 | Jan 29, 2025 | 118 | $192.0M |
| Cottage Street Advisors LLC | 0001665302 | Feb 12, 2025 | 112 | $192.0M |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0001869164 | Feb 18, 2025 | 162 | $192.1M |
| Moser Wealth Advisors, LLC | 0001803081 | Jan 28, 2025 | 136 | $192.1M |
| Finley Financial, LLC | 0002047823 | Jan 17, 2025 | 122 | $192.2M |
| Peak Financial Advisors LLC | 0001843309 | Jan 14, 2025 | 74 | $192.3M |
| 5th Street Advisors, LLC | 0001911026 | Jan 28, 2025 | 29 | $192.3M |
| Arrowroot Family Office, LLC | 0002017744 | Feb 14, 2025 | 133 | $192.3M |
| School Employees Retirement Board of Ohio | 0000315024 | Feb 3, 2025 | 5 | $192.4M |
| Perritt Capital Management Inc | 0001279342 | Feb 12, 2025 | 307 | $192.4M |
| JDM Financial Group LLC | 0001960212 | Feb 18, 2025 | 357 | $192.4M |
| Independent Family Office, LLC | 0001756485 | Feb 10, 2025 | 71 | $192.5M |
| Chicago Wealth Management, Inc. | 0001592178 | Feb 10, 2025 | 50 | $192.5M |
| Donald L. Hagan, LLC | 0001638049 | Jan 23, 2025 | 90 | $192.6M |
| Helix Partners Management LP | 0001995612 | Feb 12, 2025 | 15 | $192.6M |
| Clayton, Dubilier & Rice, LLC | 0001538642 | Feb 3, 2025 | 3 | $192.6M |
| FNY Investment Advisers, LLC | 0001742998 | Jan 13, 2025 | 616 | $192.6M |
| Dalton Investments, Inc. | 0001388838 | Feb 13, 2025 | 27 | $192.7M |
| IMPACTfolio, LLC | 0001896447 | Jan 2, 2025 | 49 | $192.7M |
| AJ Advisors, LLC | 0001951167 | Jan 24, 2025 | 32 | $192.7M |
| Sterling Group Wealth Management, LLC | 0001852307 | Jan 21, 2025 | 63 | $192.7M |
| Perry Creek Capital LP | 0001769704 | Feb 14, 2025 | 11 | $192.8M |
| Baugh & Associates, LLC | 0001730818 | Jan 16, 2025 | 39 | $192.9M |
| Melone Private Wealth, LLC | 0001905765 | Jan 14, 2025 | 51 | $193.0M |
| Clarity Capital Partners LLC | 0002012239 | Jan 29, 2025 | 130 | $193.0M |
| Creekside Partners | 0002035951 | Feb 7, 2025 | 164 | $193.0M |
| American Financial & Tax Strategies Inc. | 0000911927 | Jan 28, 2025 | 90 | $193.0M |
| Chartist Inc. | 0001129770 | Feb 12, 2025 | 25 | $193.0M |
| Citadel Investment Advisory, Inc. | 0001811907 | Jan 24, 2025 | 82 | $193.0M |
| Granby Capital Management, LLC | 0001857581 | Feb 14, 2025 | 19 | $193.0M |
| Ballentine Capital Advisors, Inc | 0002011580 | Feb 26, 2025 | 29 | $193.1M |
| TradeWell Securities, LLC. | 0002066232 | Apr 30, 2025 | 39 | $193.1M |
| Blackhawk Capital Partners, LLC | 0001582561 | Feb 4, 2025 | 123 | $193.1M |
| Significant Wealth Partners LLC | 0001964680 | Feb 11, 2025 | 84 | $193.2M |
| EnCap Energy Capital Fund X, L.P. | 0001636722 | Feb 14, 2025 | 1 | $193.2M |
| KM Capital Management Ltd. | 0001963514 | Feb 4, 2025 | 45 | $193.2M |
| RHS Financial, LLC | 0001766514 | Jan 24, 2025 | 134 | $193.3M |
| Berkeley, Inc | 0002051965 | Mar 28, 2025 | 65 | $193.3M |
| Transcendent Capital Group LLC | 0002013703 | Feb 4, 2025 | 442 | $193.3M |
| Envision Financial Planning, LLC | 0001964460 | Feb 13, 2025 | 46 | $193.5M |
| Lane & Associates LLC | 0002018909 | Feb 3, 2025 | 121 | $193.5M |
| Lakeridge Wealth Management LLC | 0002012028 | Jan 30, 2025 | 152 | $193.5M |
| Bowman & Co S.C. | 0001906275 | Jan 15, 2025 | 104 | $193.6M |
| Bellevue Asset Management, LLC | 0001801619 | Feb 6, 2025 | 489 | $193.7M |
| Chelsea Counsel Co. | 0001276755 | Feb 27, 2025 | 197 | $193.8M |
| Summit Investment Advisory Services, LLC | 0001914395 | Jan 21, 2025 | 70 | $193.9M |
| Insight 2811, Inc. | 0001334952 | Feb 11, 2025 | 88 | $194.0M |
| Boulder Wealth Advisors, LLC | 0001874080 | Feb 6, 2025 | 27 | $194.0M |
| Financial Council, LLC | 0001883629 | Feb 6, 2025 | 91 | $194.0M |
| Triton Wealth Management, PLLC | 0001791126 | Mar 18, 2025 | 94 | $194.2M |
| Laurus Global Equity Management Inc. | 0001869316 | Jan 28, 2025 | 44 | $194.2M |
| Crown Oak Advisors, LLC | 0002009273 | Jan 21, 2025 | 26 | $194.3M |
| Davidson Trust Co. | 0001133119 | Jan 31, 2025 | 157 | $194.3M |
| Resolute Wealth Strategies, LLC | 0001973981 | Feb 6, 2025 | 94 | $194.4M |
| Segra Capital Management, LLC | 0001607512 | Feb 14, 2025 | 7 | $194.5M |
| Client First Capital LLC | 0001822065 | Jan 15, 2025 | 19 | $194.5M |
| Kennicott Capital Management LLC | 0001863265 | Jan 16, 2025 | 41 | $194.5M |
| Acorn Creek Capital LLC | 0001994827 | Jan 22, 2025 | 77 | $194.6M |
| Burrus Financial Services, Inc. | 0001573947 | Sep 24, 2025 | 10 | $194.6M |
| Hyperion Capital Advisors LP | 0001794499 | Feb 14, 2025 | 96 | $194.7M |
| Applied Capital LLC | 0001862965 | Jan 23, 2025 | 47 | $194.8M |
| NCP Inc. | 0002023709 | Feb 4, 2025 | 132 | $194.8M |
| Timonier Family Office, LTD. | 0002038170 | Feb 3, 2025 | 49 | $194.9M |
| Peirce Capital Management, LLC | 0002008166 | Jan 2, 2025 | 35 | $194.9M |
| Alhambra Investment Management LLC | 0001802696 | Jan 15, 2025 | 166 | $195.0M |
| My Personal CFO, LLC | 0001916366 | Jan 24, 2025 | 88 | $195.0M |
| Teton Advisors, Inc. | 0001444874 | Feb 13, 2025 | 190 | $195.1M |
| Astor Investment Management LLC | 0001598416 | Jan 22, 2025 | 30 | $195.2M |
| Dudley Capital Management, LLC | 0001965760 | Feb 11, 2025 | 127 | $195.2M |
| Vermillion Wealth Management, Inc. | 0001737012 | Feb 21, 2025 | 551 | $195.3M |