| Evolution Advisers, Inc. | 0001906967 | May 9, 2025 | 161 | $190.0M |
| Crossingbridge Advisors, LLC | 0001770024 | May 14, 2025 | 89 | $190.1M |
| Sander Capital Advisors Inc. | 0001173889 | Apr 18, 2025 | 15 | $190.1M |
| Independent Family Office, LLC | 0001756485 | May 13, 2025 | 70 | $190.1M |
| Cove Private Wealth, LLC | 0002015131 | May 12, 2025 | 121 | $190.2M |
| Dogwood Wealth Management LLC | 0002056922 | Apr 30, 2025 | 535 | $190.2M |
| TenCore Partners, LP | 0001755784 | May 15, 2025 | 12 | $190.2M |
| IMPACTfolio, LLC | 0001896447 | Apr 25, 2025 | 31 | $190.3M |
| Victrix Investment Advisors | 0002055229 | Apr 24, 2025 | 95 | $190.4M |
| Proem Advisors LLC | 0001842526 | May 12, 2025 | 19 | $190.5M |
| Compass Financial Services Inc | 0002039088 | Jun 10, 2025 | 291 | $190.5M |
| Master's Wealth Management Inc. | 0002056521 | Apr 25, 2025 | 40 | $190.5M |
| Whitebark Investors LP | 0002042091 | May 12, 2025 | 9 | $190.7M |
| Bay Rivers Group | 0001798924 | Apr 10, 2025 | 81 | $190.7M |
| Cornercap Investment Counsel Inc. | 0001062938 | May 2, 2025 | 152 | $190.7M |
| GSI Capital Advisors LLC | 0001391974 | May 15, 2025 | 31 | $190.8M |
| Aventura Private Wealth, LLC | 0002074418 | Jan 7, 2026 | 782 | $190.8M |
| Walker Financial Services, Inc. | 0001965479 | May 1, 2025 | 31 | $190.8M |
| Moser Wealth Advisors, LLC | 0001803081 | Apr 22, 2025 | 162 | $190.8M |
| Compass Capital Corp. /Ma/ | 0000749763 | Apr 21, 2025 | 186 | $190.8M |
| Chicago Wealth Management, Inc. | 0001592178 | May 14, 2025 | 48 | $190.8M |
| Ridgecrest Wealth Partners, LLC | 0001860719 | Apr 22, 2025 | 112 | $190.9M |
| Creekside Partners | 0002035951 | May 7, 2025 | 165 | $191.0M |
| Melone Private Wealth, LLC | 0001905765 | Apr 11, 2025 | 48 | $191.1M |
| Mirabaud Asset Management Ltd | 0001680493 | May 14, 2025 | 43 | $191.2M |
| Tandem Wealth Advisors LLC | 0001842557 | May 14, 2025 | 53 | $191.2M |
| Leicht Financial Planning & Wealth Management, Inc. | 0001710666 | Apr 11, 2025 | 18 | $191.2M |
| WFA Asset Management Corp | 0001994434 | Apr 14, 2025 | 235 | $191.2M |
| Ariadne Wealth Management, LP | 0002034793 | May 13, 2025 | 205 | $191.5M |
| Sellwood Investment Partners LLC | 0001763958 | May 14, 2025 | 39 | $191.6M |
| Donald L. Hagan, LLC | 0001638049 | Apr 16, 2025 | 91 | $191.6M |
| Red Tortoise LLC | 0001910488 | Apr 25, 2025 | 579 | $191.7M |
| Intelligent Financial Strategies | 0001911000 | Apr 24, 2025 | 82 | $191.7M |
| Tumwater Wealth Management, LLC | 0002034579 | May 15, 2025 | 32 | $191.7M |
| Blue Barn Wealth, LLC | 0001879206 | May 9, 2025 | 149 | $191.7M |
| Littlejohn & Co. LLC | 0001042537 | May 13, 2025 | 11 | $191.8M |
| Nutshell Asset Management Ltd | 0002021442 | May 12, 2025 | 25 | $191.8M |
| Ironwood Wealth Management, Inc. | 0001844821 | Apr 14, 2025 | 22 | $191.8M |
| Choice Wealth Advisors LLC | 0001842357 | Apr 11, 2025 | 29 | $191.9M |
| Roubaix Capital, LLC | 0001769700 | May 13, 2025 | 50 | $191.9M |
| JNE Partners LLP | 0001770120 | May 15, 2025 | 7 | $192.0M |
| Curio Wealth, LLC | 0002049201 | May 12, 2025 | 390 | $192.0M |
| Cordant, Inc. | 0001830942 | Apr 22, 2025 | 110 | $192.0M |
| Prospect Hill Management, LLC | 0001837320 | May 5, 2025 | 15 | $192.0M |
| Register Financial Advisors LLC | 0001962636 | Apr 22, 2025 | 304 | $192.1M |
| Crux Wealth Advisors | 0002054270 | May 13, 2025 | 168 | $192.1M |
| Cherry Creek Investment Advisors, Inc. | 0001877829 | Apr 22, 2025 | 111 | $192.2M |
| BCU Wealth Advisors, LLC | 0002003570 | Apr 17, 2025 | 50 | $192.2M |
| Richards, Merrill & Peterson, Inc. | 0000090108 | May 7, 2025 | 494 | $192.3M |
| Birch Capital Management, LLC | 0001799859 | Apr 16, 2025 | 82 | $192.3M |
| O'Connor Financial Group LLC | 0001973783 | Apr 7, 2025 | 55 | $192.4M |
| Shariaportfolio, Inc. | 0001998574 | Apr 22, 2025 | 26 | $192.5M |
| Fortress Wealth Management, Inc. | 0001908099 | May 2, 2025 | 71 | $192.5M |
| Beaton Management Co. Inc. | 0001714678 | Apr 25, 2025 | 138 | $192.7M |
| Reliant Investment Management, LLC | 0001517429 | Apr 11, 2025 | 58 | $192.7M |
| Siemens AG | 0000940418 | May 15, 2025 | 1 | $192.7M |
| AIGH Capital Management LLC | 0001835943 | May 6, 2025 | 38 | $192.7M |
| Abbot Financial Management, Inc. | 0001714341 | May 7, 2025 | 127 | $192.8M |
| Crown Wealth Group, LLC | 0001845698 | Apr 25, 2025 | 108 | $192.8M |
| Decatur Capital Management, Inc. | 0001505961 | May 14, 2025 | 39 | $192.8M |
| Cresta Advisors, Ltd. | 0001947670 | May 12, 2025 | 47 | $193.0M |
| Prosperitas Financial LLC | 0002001016 | May 14, 2025 | 58 | $193.4M |
| Dale Q Rice Investment Management Ltd | 0002041427 | Apr 22, 2025 | 93 | $193.5M |
| SGL Investment Advisors, Inc. | 0002043186 | May 9, 2025 | 116 | $193.6M |
| Melia Wealth LLC | 0001964047 | May 7, 2025 | 19 | $193.9M |
| Hoffman, Alan N Investment Management | 0001848530 | Apr 9, 2025 | 14 | $193.9M |
| Geneva Partners, LLC | 0001712671 | Apr 30, 2025 | 60 | $194.0M |
| Alhambra Investment Management LLC | 0001802696 | Apr 15, 2025 | 163 | $194.1M |
| Stephens Group, LLC | 0001427999 | Apr 3, 2025 | 3 | $194.1M |
| Blackhawk Capital Partners, LLC | 0001582561 | Apr 30, 2025 | 127 | $194.1M |
| Trail Ridge Investment Advisors, LLC | 0001911013 | May 2, 2025 | 102 | $194.1M |
| Windle Wealth, LLC | 0001963452 | May 6, 2025 | 31 | $194.2M |
| LYNX Capital Group Ltd. | 0001013287 | Aug 12, 2026 | 77 | $194.3M |
| 626 Financial, LLC | 0001911035 | Apr 11, 2025 | 106 | $194.3M |
| Notis-McConarty Edward | 0001592616 | May 6, 2025 | 74 | $194.5M |
| Wealthcare Capital Partners, LLC | 0002053307 | Apr 14, 2025 | 128 | $194.5M |
| DC Investments Management, LLC | 0001565951 | May 14, 2025 | 112 | $194.5M |
| Raelipskie Partnership | 0002023896 | May 15, 2025 | 124 | $194.6M |
| Stilwell Value LLC | 0001397076 | May 14, 2025 | 30 | $194.6M |
| Castlekeep Investment Advisors LLC | 0001404780 | May 2, 2025 | 85 | $194.6M |
| Win Advisors, Inc. | 0001897144 | Apr 23, 2025 | 54 | $194.7M |
| Compass Financial Group, Inc. | 0001666910 | May 6, 2025 | 37 | $194.7M |
| Heartland Bank & Trust Co | 0001866040 | Apr 22, 2025 | 161 | $194.8M |
| Riverwater Partners LLC | 0001882572 | Apr 21, 2025 | 202 | $194.8M |
| Tri Locum Partners LP | 0001826434 | May 14, 2025 | 22 | $194.9M |
| Fairfield University | 0001717825 | May 9, 2025 | 3 | $195.0M |
| Continuum Wealth Advisors, LLC | 0001966482 | Apr 22, 2025 | 56 | $195.0M |
| Significant Wealth Partners LLC | 0001964680 | Apr 30, 2025 | 92 | $195.1M |
| Client First Capital LLC | 0001822065 | Apr 30, 2025 | 18 | $195.2M |
| Ssa Swiss Advisors AG | 0002066265 | May 8, 2025 | 121 | $195.3M |
| AJ Advisors, LLC | 0001951167 | May 6, 2025 | 34 | $195.4M |
| S Squared Technology, LLC | 0001322924 | May 16, 2025 | 33 | $195.4M |
| Heritage Family Offices, LLP | 0002019316 | Apr 10, 2025 | 177 | $195.5M |
| Milestones Administradora de Recursos Ltda. | 0001912095 | May 5, 2025 | 22 | $195.9M |
| Envision Financial Planning, LLC | 0001964460 | May 14, 2025 | 41 | $196.2M |
| Rings Capital Management LLC | 0001771122 | May 15, 2025 | 8 | $196.2M |
| Peak Financial Advisors LLC | 0001843309 | Apr 10, 2025 | 72 | $196.5M |
| Cahill Wealth Management, LLC | 0001927960 | May 12, 2025 | 49 | $196.5M |
| Redwood Wealth Management Group, LLC | 0001963839 | Apr 21, 2025 | 157 | $196.6M |
| New England Capital Financial Advisors LLC | 0001964652 | May 5, 2025 | 393 | $196.6M |