| St. Johns Investment Management Company, LLC | 0001605522 | Jan 21, 2025 | 212 | $214.9M |
| Caldwell Sutter Capital, Inc. | 0000702007 | Jan 21, 2025 | 898 | $214.9M |
| Genesee Capital Advisors, LLC | 0001652348 | Jan 22, 2025 | 122 | $215.0M |
| Mirabaud Asset Management Ltd | 0001680493 | Feb 13, 2025 | 43 | $215.0M |
| Dunhill Financial, LLC | 0001948904 | Feb 14, 2025 | 907 | $215.0M |
| Flynn Zito Capital Management, LLC | 0001857144 | Feb 5, 2025 | 124 | $215.0M |
| Forefront Analytics, LLC | 0001696802 | Feb 14, 2025 | 64 | $215.0M |
| William Marsh Rice University | 0001674705 | Jan 13, 2025 | 3 | $215.1M |
| CPA Asset Management Group, LLC | 0001963967 | Feb 4, 2025 | 78 | $215.2M |
| CNB Bank | 0001732074 | Jan 15, 2025 | 503 | $215.2M |
| Mad River Investors | 0001384484 | Jan 16, 2025 | 26 | $215.2M |
| Strait & Sound Wealth Management LLC | 0001966210 | Feb 18, 2025 | 145 | $215.4M |
| Aspen Investment Management Inc | 0001541596 | Feb 3, 2025 | 141 | $215.4M |
| OV Management LLC | 0002010766 | Feb 12, 2025 | 56 | $215.4M |
| Madden Advisory Services, Inc. | 0001542284 | Feb 13, 2025 | 99 | $215.4M |
| Leslie Global Wealth, LLC | 0001954832 | Feb 14, 2025 | 71 | $215.4M |
| Midwest Heritage Bank, FSB | 0001906805 | Feb 6, 2025 | 54 | $215.5M |
| SVF Sponsor III (DE) LLC | 0001838428 | Feb 14, 2025 | 1 | $215.5M |
| Franchise Capital Ltd | 0001859388 | Jan 3, 2025 | 16 | $215.7M |
| Maryland Capital Advisors Inc. | 0001891201 | Jan 30, 2025 | 258 | $215.7M |
| ADAPT Investment Managers SA | 0002029917 | Feb 14, 2025 | 21 | $215.8M |
| IMS Capital Management | 0001343916 | Jan 30, 2025 | 135 | $215.8M |
| Whitebark Investors LP | 0002042091 | Feb 14, 2025 | 9 | $215.8M |
| Peoples Financial Services Corp. | 0001056943 | Jan 14, 2025 | 259 | $215.9M |
| Discipline Wealth Solutions, LLC | 0002010507 | Feb 26, 2025 | 76 | $215.9M |
| Powell Investment Advisors, LLC | 0001802195 | Jan 29, 2025 | 157 | $215.9M |
| Luken Investment Analytics, LLC | 0001730546 | Jan 23, 2025 | 136 | $215.9M |
| Alpha Wave Global, LP | 0001558858 | Feb 13, 2025 | 22 | $215.9M |
| PCA Investment Advisory Services Inc. | 0001977044 | Jan 14, 2025 | 145 | $216.0M |
| WestBridge Capital Management, LLC | 0001846644 | Feb 13, 2025 | 1 | $216.3M |
| Searcy Financial Services Inc. | 0000354923 | Jan 13, 2025 | 26 | $216.6M |
| Westerly Capital Management, LLC | 0001546172 | Feb 14, 2025 | 44 | $216.6M |
| Scalar Gauge Management, LLC | 0001965542 | Feb 12, 2025 | 28 | $216.6M |
| Paragon Private Wealth Management, LLC | 0001922684 | Feb 7, 2025 | 166 | $216.7M |
| Nokomis Capital, L.L.C. | 0001541055 | Feb 14, 2025 | 45 | $216.7M |
| Range Financial Group LLC | 0001928635 | Jan 7, 2025 | 182 | $216.9M |
| TKG Advisors, LLC | 0001843275 | Feb 3, 2025 | 90 | $216.9M |
| Cowa, LLC | 0001844480 | Feb 3, 2025 | 122 | $217.0M |
| Anatole Investment Management Ltd | 0001693745 | Feb 14, 2025 | 11 | $217.0M |
| Ridgepath Capital Management LLC | 0001943071 | Jan 23, 2025 | 46 | $217.0M |
| Penobscot Wealth Management | 0001875768 | Feb 10, 2025 | 74 | $217.0M |
| Sander Capital Advisors Inc. | 0001173889 | Jan 7, 2025 | 15 | $217.3M |
| Ransom Advisory, Ltd | 0002065136 | Jan 22, 2026 | 408 | $217.5M |
| HF Advisory Group, LLC | 0001963169 | Jan 15, 2025 | 159 | $217.6M |
| 1776 Wealth LLC | 0001803140 | Feb 10, 2025 | 140 | $217.6M |
| Bayshore Asset Management, LLC | 0001906790 | Jan 16, 2025 | 54 | $217.7M |
| Cornerstone National Bank & Trust Co | 0002104293 | Jan 28, 2026 | 166 | $217.7M |
| Visa Foundation | 0001709478 | Feb 10, 2025 | 2 | $217.7M |
| Arkfeld Wealth Strategies, L.L.C. | 0001789382 | Jan 21, 2025 | 93 | $217.8M |
| Oxford Asset Management LLP | 0001438284 | Feb 14, 2025 | 436 | $218.1M |
| Five Oceans Advisors | 0001876326 | Jan 24, 2025 | 177 | $218.1M |
| Thrive Capital Management, LLC | 0001845943 | Feb 13, 2025 | 96 | $218.2M |
| Mine & Arao Wealth Creation & Management, LLC. | 0001802994 | Jan 23, 2025 | 76 | $218.2M |
| Holowesko Partners Ltd. | 0001428569 | Feb 12, 2025 | 25 | $218.3M |
| Iams Wealth Management, LLC | 0001998182 | Jan 23, 2025 | 162 | $218.3M |
| Ameriflex Group, Inc. | 0002057637 | Feb 24, 2025 | 1,170 | $218.4M |
| Alkeme Wealth, LLC | 0001752045 | Jan 13, 2025 | 91 | $218.4M |
| Seven Grand Managers, LLC | 0001909126 | Feb 14, 2025 | 37 | $218.5M |
| TMT General Partner Ltd | 0001847582 | Jan 16, 2025 | 2 | $218.5M |
| Ariadne Wealth Management, LP | 0002034793 | Feb 12, 2025 | 226 | $218.5M |
| HTG Investment Advisors, Inc. | 0001963875 | Jan 27, 2025 | 65 | $218.6M |
| SimpliFi, Inc. | 0001716983 | Jan 24, 2025 | 41 | $218.7M |
| Proem Advisors LLC | 0001842526 | Feb 12, 2025 | 26 | $218.8M |
| Vesa Equity Investment S.a r.l. | 0001810554 | Feb 11, 2025 | 1 | $218.8M |
| Findell Capital Management LLC | 0001814465 | Feb 14, 2025 | 17 | $218.9M |
| Dupree Financial Group, LLC | 0001989251 | Jan 24, 2025 | 65 | $218.9M |
| Decagon Asset Management LLP | 0001950677 | Feb 14, 2025 | 40 | $219.0M |
| Avalon Advisory Group | 0001802119 | Jan 15, 2025 | 16 | $219.0M |
| PSquared Asset Management AG | 0001623624 | Feb 13, 2025 | 3 | $219.2M |
| IMZ Advisory Inc | 0002017735 | Jan 14, 2025 | 37 | $219.2M |
| Garner Asset Management Corp | 0001714093 | Feb 13, 2025 | 147 | $219.3M |
| Slotnik Capital, LLC | 0001963764 | Feb 12, 2025 | 16 | $219.3M |
| Decatur Capital Management, Inc. | 0001505961 | Feb 13, 2025 | 46 | $219.4M |
| Wynnefield Capital Inc. | 0001251567 | Feb 14, 2025 | 16 | $219.4M |
| Forza Wealth Management, LLC | 0001963030 | Jan 13, 2025 | 183 | $219.5M |
| American Financial Group Inc. | 0001042046 | Feb 11, 2025 | 62 | $219.6M |
| Bain Capital Venture Investors, LLC | 0001309469 | Feb 14, 2025 | 3 | $219.7M |
| Ardent Capital Management, Inc. | 0001888792 | Feb 3, 2025 | 42 | $219.8M |
| Central Valley Advisors, LLC | 0002010698 | Jan 15, 2025 | 137 | $220.0M |
| Once Capital Management, LLC | 0001712892 | Feb 10, 2025 | 17 | $220.3M |
| Saiph Capital, LLC | 0002052658 | Feb 11, 2025 | 49 | $220.3M |
| Collaborative Wealth Managment Inc. | 0001896419 | Feb 10, 2025 | 178 | $220.4M |
| Share Andrew L. | 0001693672 | Feb 14, 2025 | 12 | $220.4M |
| Kaye Capital Management | 0001111797 | Jan 15, 2025 | 39 | $220.5M |
| Cherokee Insurance Co | 0002077903 | Aug 21, 2025 | 120 | $220.7M |
| Stevens Capital Partners | 0001965176 | Feb 4, 2025 | 63 | $220.9M |
| BridgePort Financial Solutions, LLC | 0002031775 | Feb 28, 2025 | 161 | $220.9M |
| Alpha Financial Advisors, LLC | 0001972138 | Jan 21, 2025 | 49 | $220.9M |
| Trinity Wealth Management, LLC | 0001685364 | Jan 24, 2025 | 56 | $221.0M |
| Kennedy Investment Group, Inc. | 0001978005 | Jan 22, 2025 | 123 | $221.0M |
| Institutional Venture Management Xv, LLC | 0001640275 | Feb 14, 2025 | 4 | $221.0M |
| Agate Pass Investment Management, LLC | 0001900409 | Jan 13, 2025 | 107 | $221.2M |
| GS Investments, Inc. | 0001714590 | Feb 11, 2025 | 132 | $221.3M |
| Hoffman, Alan N Investment Management | 0001848530 | Jan 14, 2025 | 13 | $221.5M |
| Intel Corp | 0000050863 | Feb 13, 2025 | 2 | $221.5M |
| Amtrust Financial Services, Inc. | 0001365555 | Jan 29, 2025 | 15 | $221.6M |
| Wealthedge Investment Advisors, LLC | 0002058455 | Mar 12, 2025 | 175 | $221.9M |
| NCM Capital Management, LLC | 0001907054 | Feb 18, 2025 | 170 | $221.9M |
| Fairway Wealth LLC | 0002019393 | Feb 7, 2025 | 234 | $222.1M |
| Denver Wealth Management, Inc. | 0001909800 | Jan 22, 2025 | 82 | $222.1M |