| Rivermont Capital Management LP | 0001965613 | Aug 14, 2024 | 19 | $233.6M |
| ShankerValleau Wealth Advisors, Inc. | 0001903273 | Jul 2, 2024 | 26 | $233.6M |
| Weik Capital Management | 0001278793 | Aug 9, 2024 | 93 | $233.8M |
| Pinnacle Financial Group, LLC / IL | 0001905962 | Aug 8, 2024 | 72 | $233.8M |
| Capital Advisory Group Advisory Services, LLC | 0001803229 | Jul 22, 2024 | 149 | $234.0M |
| Clear Rock Advisors, LLC | 0001810372 | Sep 3, 2024 | 70 | $234.0M |
| Santori & Peters, Inc. | 0001730959 | Jul 22, 2024 | 58 | $234.0M |
| Sculati Wealth Management, LLC | 0001803397 | Aug 9, 2024 | 102 | $234.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0001903859 | Jul 31, 2024 | 76 | $234.2M |
| Lynch Asset Management, Inc. | 0001906719 | Jul 22, 2024 | 42 | $234.3M |
| Central Valley Advisors, LLC | 0002010698 | Jul 12, 2024 | 137 | $234.3M |
| Aragon Global Management, LP | 0001991518 | Aug 14, 2024 | 16 | $234.4M |
| Stonebridge Capital Management Inc. | 0000051812 | Jul 9, 2024 | 83 | $234.4M |
| Visa Foundation | 0001709478 | Aug 2, 2024 | 2 | $234.5M |
| TSA Wealth Managment LLC | 0001963669 | Jul 26, 2024 | 64 | $234.5M |
| Jessup Wealth Management, Inc | 0001963536 | Jul 26, 2024 | 57 | $234.5M |
| Sweeney & Michel, LLC | 0001979556 | Jul 10, 2024 | 112 | $234.6M |
| IvyRock Asset Management (HK) Ltd | 0001809525 | Aug 9, 2024 | 21 | $234.7M |
| Scholtz & Company, LLC | 0001606134 | Aug 8, 2024 | 50 | $234.8M |
| Raleigh Capital Management Inc. | 0001911726 | Jul 31, 2024 | 985 | $234.9M |
| Watershed Private Wealth LLC | 0001965271 | Jul 30, 2024 | 118 | $235.1M |
| GPM Growth Investors, Inc. | 0001799367 | Aug 2, 2024 | 43 | $235.2M |
| New Century Financial Group, LLC | 0002010693 | Aug 27, 2024 | 276 | $235.4M |
| Forge First Asset Management Inc. | 0001963062 | Aug 9, 2024 | 37 | $235.5M |
| CTC Alternative Strategies, Ltd. | 0001569550 | Aug 2, 2024 | 180 | $235.7M |
| Naman Capital Ltda | 0001946136 | Aug 14, 2024 | 10 | $235.8M |
| Eley Financial Management, Inc | 0001965267 | Aug 9, 2024 | 68 | $235.9M |
| Heathbridge Capital Management Ltd. | 0001503269 | Aug 7, 2024 | 28 | $236.0M |
| Palogic Value Management, L.P. | 0001532943 | Aug 13, 2024 | 162 | $236.2M |
| Omnia Family Wealth, LLC | 0001696136 | Aug 14, 2024 | 78 | $236.2M |
| Ceera Investments, LLC | 0001860698 | Aug 6, 2024 | 92 | $236.4M |
| INCA Investments LLC | 0001513137 | Aug 5, 2024 | 10 | $236.4M |
| Gold Investment Management Ltd. | 0002006008 | Jul 26, 2024 | 215 | $236.5M |
| First Sabrepoint Capital Management LP | 0001731530 | Aug 14, 2024 | 27 | $236.5M |
| Hudson Value Partners, LLC | 0001840501 | Jul 29, 2024 | 91 | $236.5M |
| Palumbo Wealth Management LLC | 0001846310 | Aug 2, 2024 | 151 | $236.7M |
| Legacy Wealth Management, LLC / MS | 0002047443 | Dec 12, 2024 | 72 | $236.8M |
| Brand Asset Management Group, Inc. | 0001748766 | Jul 19, 2024 | 80 | $236.8M |
| DHJJ Financial Advisors, Ltd. | 0001844716 | Jul 12, 2024 | 833 | $236.8M |
| Ashburton (Jersey) Ltd | 0001661222 | Sep 30, 2024 | 52 | $236.8M |
| Rockport Wealth LLC | 0002022866 | Aug 15, 2024 | 63 | $236.9M |
| Silver Heights Capital Management Inc | 0001705712 | Aug 13, 2024 | 5 | $236.9M |
| Lhm, Inc. | 0002009224 | Aug 22, 2024 | 16 | $237.0M |
| Next Capital Management LLC | 0001752762 | Aug 20, 2024 | 135 | $237.1M |
| OLIO Financial Planning | 0001906766 | Jul 12, 2024 | 52 | $237.1M |
| Prospect Capital Advisors, LLC | 0001632368 | Aug 14, 2024 | 25 | $237.1M |
| Carmel Capital Partners, LLC | 0001900481 | Jul 31, 2024 | 163 | $237.1M |
| STF Management LP | 0001965239 | Aug 9, 2024 | 101 | $237.2M |
| Hixon Zuercher, LLC | 0001806752 | Jul 30, 2024 | 64 | $237.3M |
| Kaye Capital Management | 0001111797 | Jul 22, 2024 | 37 | $237.5M |
| Concentrum Wealth Management | 0001765387 | Aug 13, 2024 | 70 | $237.7M |
| Wafra Inc. | 0000920440 | Aug 5, 2024 | 2 | $237.8M |
| All Terrain Financial Advisors, LLC | 0001731358 | Aug 8, 2024 | 82 | $237.8M |
| Milestones Administradora de Recursos Ltda. | 0001912095 | Aug 14, 2024 | 28 | $237.9M |
| NWK Group, Inc. | 0001803054 | Aug 13, 2024 | 59 | $238.0M |
| Vishria Bird Financial Group, LLC | 0001746438 | Jul 23, 2024 | 62 | $238.0M |
| Unio Capital LLC | 0001730565 | Aug 14, 2024 | 33 | $238.1M |
| Hi-Line Capital Management, LLC | 0001776074 | Jul 31, 2024 | 33 | $238.1M |
| 325 Capital LLC | 0001873893 | Aug 14, 2024 | 13 | $238.1M |
| David Kennon Inc | 0001954126 | Jul 25, 2024 | 34 | $238.1M |
| Your Advocates Ltd., LLP | 0001774437 | Jul 29, 2024 | 241 | $238.1M |
| FFG Partners, LLC | 0002045972 | Dec 9, 2024 | 27 | $238.2M |
| Windmill Hill Asset Management Ltd | 0001831132 | Jul 17, 2024 | 27 | $238.3M |
| Delta Financial Group, Inc. | 0001965718 | Jul 15, 2024 | 123 | $238.4M |
| Stelac Advisory Services LLC | 0001519676 | Jul 29, 2024 | 107 | $238.5M |
| Waterford Advisors, LLC | 0001960657 | Aug 14, 2024 | 54 | $238.5M |
| Hengistbury Investment Partners LLP | 0001574717 | Aug 13, 2024 | 5 | $238.5M |
| Juncture Wealth Strategies, LLC | 0001632866 | Jul 11, 2024 | 112 | $238.6M |
| Harmony Asset Management LLC | 0002002815 | Aug 14, 2024 | 150 | $238.6M |
| Red Lighthouse Investment Management, LLC | 0001962166 | Jul 24, 2024 | 103 | $238.7M |
| Accretive Wealth Partners, LLC | 0001844444 | Aug 5, 2024 | 133 | $238.9M |
| University of Massachusetts Foundation, Inc. | 0001802874 | Aug 7, 2024 | 4 | $238.9M |
| Cypress Financial Planning LLC | 0001937021 | Jul 17, 2024 | 68 | $239.0M |
| Global Financial Private Client, LLC | 0002023568 | Jul 29, 2024 | 683 | $239.1M |
| Kenora Financial, LLC | 0001990080 | Aug 7, 2024 | 151 | $239.3M |
| Eldred Rock Partners, LLC | 0001984180 | Jul 12, 2024 | 30 | $239.3M |
| Equita Financial Network, Inc. | 0001994461 | Jul 31, 2024 | 78 | $239.3M |
| Greenstone Partners & Co., LLC | 0001845565 | Aug 13, 2024 | 9 | $239.4M |
| Tempus Wealth Planning, LLC | 0001806428 | Jul 25, 2024 | 206 | $239.4M |
| Teton Advisors, Inc. | 0001444874 | Aug 13, 2024 | 215 | $239.4M |
| Aristides Capital LLC | 0001595521 | Aug 23, 2024 | 250 | $239.6M |
| Veracity Capital LLC | 0001811005 | Jul 22, 2024 | 193 | $239.7M |
| Bridgefront Capital, LLC | 0001725690 | Aug 14, 2024 | 465 | $239.8M |
| Quarry LP | 0001965207 | Aug 16, 2024 | 1,748 | $239.8M |
| Lansing Street Advisors | 0001926571 | Aug 8, 2024 | 105 | $239.9M |
| Rovin Capital /Ut/ | 0001059057 | Jul 18, 2024 | 157 | $240.1M |
| One Charles Private Wealth Services, LLC | 0001800938 | Aug 14, 2024 | 148 | $240.3M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0001894543 | Jul 30, 2024 | 55 | $240.4M |
| Kennicott Capital Management LLC | 0001863265 | Jul 16, 2024 | 41 | $240.5M |
| Almitas Capital LLC | 0001596468 | Aug 15, 2024 | 76 | $240.5M |
| PL Capital Advisors, LLC | 0001569147 | Jul 17, 2024 | 28 | $240.5M |
| Main Street Group, LTD | 0001965796 | Aug 6, 2024 | 902 | $240.5M |
| Stone House Capital Management, LLC | 0001589943 | Aug 14, 2024 | 3 | $240.6M |
| Highview Capital Management LLC | 0001903786 | Jul 29, 2024 | 114 | $240.6M |
| Team Hewins, LLC | 0001964760 | Aug 7, 2024 | 33 | $240.7M |
| Brown Miller Wealth Management, LLC | 0001840084 | Feb 11, 2025 | 122 | $240.8M |
| Greencape Capital Pty Ltd | 0001731029 | Aug 8, 2024 | 3 | $240.8M |
| Westshore Wealth, LLC | 0001806366 | Nov 1, 2024 | 92 | $240.8M |
| PCJ Investment Counsel Ltd. | 0001426318 | Aug 8, 2024 | 73 | $241.1M |
| Seaside Wealth Management, Inc. | 0001929977 | Aug 8, 2024 | 58 | $241.2M |