| Kades & Cheifetz LLC | 0001957259 | Jan 13, 2025 | 108 | $195.4M |
| Salzhauer Michael | 0001059543 | Feb 13, 2025 | 80 | $195.4M |
| Leicht Financial Planning & Wealth Management, Inc. | 0001710666 | Mar 14, 2025 | 17 | $195.4M |
| River Street Advisors LLC | 0001964897 | Jan 24, 2025 | 137 | $195.5M |
| Oakcliff Capital Partners, LP | 0001657335 | Feb 14, 2025 | 9 | $195.6M |
| Westhampton Capital, LLC | 0001639997 | Jan 23, 2025 | 119 | $195.8M |
| Choice Wealth Advisors LLC | 0001842357 | Jan 15, 2025 | 29 | $195.8M |
| Chronos Wealth Management, LLC | 0001801792 | Jan 28, 2025 | 43 | $195.8M |
| Strategic Financial Partners, Ltd. | 0002027921 | Feb 10, 2025 | 70 | $195.9M |
| Signet Investment Advisory Group, Inc. | 0001766328 | Jan 29, 2025 | 71 | $196.0M |
| Tandem Wealth Advisors LLC | 0001842557 | Feb 13, 2025 | 52 | $196.0M |
| Aviso Wealth Management | 0002011802 | Feb 12, 2025 | 143 | $196.0M |
| Menlo Advisors LLC | 0001279708 | Feb 6, 2025 | 29 | $196.0M |
| Cahill Wealth Management, LLC | 0001927960 | Feb 13, 2025 | 49 | $196.1M |
| Guinness Atkinson Asset Management Inc | 0001409765 | Jan 16, 2025 | 85 | $196.1M |
| Aull & Monroe Investment Management Corp | 0001387615 | Feb 7, 2025 | 124 | $196.1M |
| Miller Wealth Advisors, LLC | 0001908158 | Feb 5, 2025 | 91 | $196.1M |
| Hansen & Associates Financial Group, Inc. | 0001873973 | Jan 23, 2025 | 19 | $196.3M |
| Dopkins Wealth Management, LLC | 0001904152 | Feb 10, 2025 | 86 | $196.3M |
| Northstar Advisory Group, LLC | 0001816000 | Jan 13, 2025 | 102 | $196.4M |
| SK Wealth Management, LLC | 0001867958 | Mar 3, 2025 | 71 | $196.4M |
| Waterford Advisors, LLC | 0001960657 | Feb 14, 2025 | 46 | $196.4M |
| Intrepid Capital Management Inc. | 0001092838 | Feb 12, 2025 | 106 | $196.4M |
| Checkpoint Capital L.P. | 0001977548 | Feb 14, 2025 | 16 | $196.5M |
| Littlejohn & Co. LLC | 0001042537 | Feb 14, 2025 | 10 | $196.5M |
| Leverty Financial Group, LLC | 0001908386 | Jan 24, 2025 | 38 | $196.5M |
| New England Research & Management, Inc. | 0001596077 | Jan 23, 2025 | 143 | $196.5M |
| Latigo Investments, LLC | 0001914668 | Feb 6, 2025 | 18 | $196.6M |
| AYAL Capital Advisors Ltd | 0002011524 | Feb 14, 2025 | 35 | $196.6M |
| Milestones Administradora de Recursos Ltda. | 0001912095 | Feb 5, 2025 | 22 | $196.7M |
| Matisse Capital | 0001668256 | Jan 24, 2025 | 169 | $196.7M |
| Pettee Investors, Inc. | 0001596901 | Feb 7, 2025 | 115 | $196.9M |
| Nvest Financial, LLC | 0001915315 | Jan 23, 2025 | 111 | $197.0M |
| Monolith Management Ltd | 0002008306 | Feb 14, 2025 | 23 | $197.0M |
| Kondo Wealth Advisors, Inc. | 0002070929 | Jun 11, 2025 | 60 | $197.1M |
| One Wealth Capital Management, LLC | 0002050308 | Jan 7, 2025 | 109 | $197.1M |
| Porter White Investment Advisors, Inc. | 0001612457 | Jun 16, 2025 | 32 | $197.2M |
| MBA Advisors LLC | 0001848704 | Jan 29, 2025 | 127 | $197.2M |
| Abound Financial, LLC | 0002024264 | Feb 4, 2025 | 69 | $197.4M |
| Vivid Wealth Management, LLC | 0002007281 | Jan 30, 2025 | 60 | $197.5M |
| Davis-Rea LTD. | 0001482171 | Feb 5, 2025 | 31 | $197.6M |
| Broad Peak Investment Advisers Pte Ltd | 0001547349 | Feb 11, 2025 | 4 | $197.6M |
| Arcadia Wealth Management, LLC | 0001964226 | Jan 23, 2025 | 62 | $197.6M |
| Taylor Frigon Capital Management LLC | 0001632665 | Feb 5, 2025 | 91 | $197.6M |
| Continuum Wealth Advisors, LLC | 0001966482 | Feb 4, 2025 | 59 | $197.7M |
| Prosperitas Financial LLC | 0002001016 | Feb 5, 2025 | 64 | $197.7M |
| Hilltop Wealth Advisors, LLC | 0001786241 | Jan 8, 2025 | 51 | $197.8M |
| State Insurance Fund | 0001970005 | Jan 30, 2025 | 1 | $197.8M |
| Sage Capital Management, LLC | 0002030667 | Feb 12, 2025 | 157 | $197.9M |
| DCF Advisers, LLC | 0001802493 | Feb 11, 2025 | 80 | $198.0M |
| Galilei Investment Office LLP | 0002043729 | Apr 23, 2025 | 25 | $198.1M |
| Jackson Hill Advisors, LLC | 0001911159 | Feb 11, 2025 | 11 | $198.1M |
| Aurelius Family Office LLC | 0002053738 | Jan 28, 2025 | 43 | $198.2M |
| AAF Wealth Management, LLC | 0001726609 | May 19, 2025 | 47 | $198.3M |
| Axon Enterprise, Inc. | 0001069183 | Feb 14, 2025 | 1 | $198.3M |
| Retirement Guys Formula LLC | 0001933059 | Jan 29, 2025 | 135 | $198.3M |
| Wealth Advisors of Iowa, LLC | 0001803005 | Feb 11, 2025 | 64 | $198.3M |
| Everpar Advisors LLC | 0002010410 | Jan 15, 2025 | 263 | $198.3M |
| SGL Investment Advisors, Inc. | 0002043186 | Feb 14, 2025 | 114 | $198.4M |
| Beaton Management Co. Inc. | 0001714678 | Jan 31, 2025 | 134 | $198.4M |
| Nova R Wealth, Inc. | 0001729457 | Jan 30, 2025 | 81 | $198.4M |
| Sitrin Capital Management LLC | 0001664771 | Feb 5, 2025 | 40 | $198.4M |
| Madison International Realty Holdings, LLC | 0001640680 | Feb 12, 2025 | 2 | $198.4M |
| Idaho Trust Co | 0001568069 | Feb 7, 2025 | 75 | $198.5M |
| Stilwell Value LLC | 0001397076 | Feb 13, 2025 | 32 | $198.5M |
| Birch Capital Management, LLC | 0001799859 | Jan 7, 2025 | 84 | $198.7M |
| TCFG Wealth Management, LLC | 0001548059 | Jan 30, 2025 | 226 | $198.7M |
| Deane Retirement Strategies, Inc. | 0001659346 | Jan 23, 2025 | 71 | $198.8M |
| Trellis Wealth Advisors LLC | 0001989031 | Feb 3, 2025 | 33 | $198.9M |
| Boit C F David | 0001308331 | Jan 24, 2025 | 126 | $198.9M |
| AMS Capital Ltda | 0001717977 | Jan 30, 2025 | 16 | $198.9M |
| Sunpointe, LLC | 0002012181 | Feb 3, 2025 | 194 | $198.9M |
| Argentarii, LLC | 0002030055 | Feb 7, 2025 | 160 | $199.0M |
| Fogel Capital Management, Inc. | 0002011427 | Jan 27, 2025 | 41 | $199.0M |
| Hapanowicz & Associates Financial Services, Inc | 0001695959 | Feb 3, 2025 | 28 | $199.1M |
| Register Financial Advisors LLC | 0001962636 | Jan 22, 2025 | 295 | $199.2M |
| Anthracite Investment Company, Inc. | 0001809930 | Feb 12, 2025 | 81 | $199.4M |
| Lodestone Wealth Management LLC | 0001950158 | Jan 30, 2025 | 150 | $199.4M |
| Moneywise, Inc. | 0001703080 | Jan 27, 2025 | 51 | $199.5M |
| Jupiter Wealth Management LLC | 0001774207 | Feb 20, 2025 | 89 | $199.6M |
| Kinloch Capital, LLC | 0001818557 | Feb 18, 2025 | 77 | $199.6M |
| Prosperity Financial Group, Inc. | 0001991334 | Feb 7, 2025 | 167 | $199.6M |
| New Insight Wealth Advisors | 0002022328 | Feb 7, 2025 | 90 | $199.7M |
| Physician Wealth Solutions Inc. | 0002007116 | Feb 6, 2025 | 41 | $199.7M |
| Mb, Levis & Associates, LLC | 0002065807 | May 7, 2025 | 291 | $199.7M |
| Powers Advisory Group, LLC | 0001927474 | Jan 23, 2025 | 103 | $199.7M |
| Stephens Group, LLC | 0001427999 | Jan 7, 2025 | 3 | $200.2M |
| Heritage Family Offices, LLP | 0002019316 | Jan 14, 2025 | 184 | $200.4M |
| Blue Square Asset Management, LLC | 0001769578 | Jan 21, 2025 | 70 | $200.6M |
| Verger Capital Management LLC | 0001627417 | Feb 3, 2025 | 14 | $200.7M |
| Siguler Guff Advisers, LLC | 0001328551 | Jan 23, 2025 | 4 | $200.8M |
| Blackston Financial Advisory Group, LLC | 0001910984 | Feb 3, 2025 | 134 | $200.8M |
| New England Professional Planning Group Inc. | 0001540867 | Feb 4, 2025 | 48 | $200.8M |
| Ironwood Investment Management LLC | 0001127761 | Feb 10, 2025 | 169 | $200.8M |
| Clarus Wealth Advisors | 0001730149 | Jan 14, 2025 | 119 | $200.9M |
| Abbot Financial Management, Inc. | 0001714341 | Feb 6, 2025 | 124 | $200.9M |
| Doma Perpetual Capital Management LLC | 0001962221 | Feb 14, 2025 | 8 | $201.0M |
| Sivia Capital Partners, LLC | 0002012032 | Jan 13, 2025 | 204 | $201.2M |
| Wetzel Investment Advisors, Inc. | 0002009211 | Jan 22, 2025 | 121 | $201.2M |
| Heights Capital Management, Inc. | 0001081698 | Feb 14, 2025 | 144 | $201.3M |