| Five Oceans Advisors | 0001876326 | Apr 18, 2025 | 175 | $208.8M |
| Heights Capital Management, Inc. | 0001081698 | May 14, 2025 | 127 | $208.9M |
| MBE Wealth Management, LLC | 0001775850 | Apr 22, 2025 | 121 | $209.0M |
| Kinloch Capital, LLC | 0001818557 | May 15, 2025 | 78 | $209.0M |
| Guardian Financial Partners, LLC | 0001723514 | Apr 23, 2025 | 56 | $209.0M |
| Berkshire Capital Holdings Inc. | 0001133742 | May 13, 2025 | 96 | $209.1M |
| Alexis Investment Partners, LLC | 0002054271 | May 15, 2025 | 45 | $209.2M |
| Saiph Capital, LLC | 0002052658 | May 13, 2025 | 49 | $209.4M |
| Honeycomb Asset Management LP | 0001675688 | May 15, 2025 | 27 | $209.4M |
| Firethorn Wealth Partners, LLC | 0001845743 | Apr 10, 2025 | 171 | $209.5M |
| Discipline Wealth Solutions, LLC | 0002010507 | Apr 29, 2025 | 73 | $209.5M |
| Landmark Wealth Management, Inc. | 0001985016 | May 6, 2025 | 49 | $209.6M |
| Weitzel Financial Services, Inc. | 0001846789 | May 15, 2025 | 38 | $209.7M |
| Davidson Trust Co. | 0001133119 | Apr 29, 2025 | 162 | $209.7M |
| Pavion Blue Capital, LLC | 0001792565 | May 5, 2025 | 102 | $209.8M |
| Deane Retirement Strategies, Inc. | 0001659346 | Apr 14, 2025 | 71 | $209.8M |
| Powers Advisory Group, LLC | 0001927474 | Apr 16, 2025 | 107 | $209.9M |
| Flagship Private Wealth, LLC | 0001842560 | Apr 14, 2025 | 100 | $210.0M |
| Foundation Wealth Management, LLC\PA | 0002011000 | Apr 23, 2025 | 88 | $210.1M |
| Centennial Bank | 0001994744 | Apr 29, 2025 | 328 | $210.2M |
| Vision Capital Corp | 0001764403 | May 13, 2025 | 13 | $210.2M |
| Caldwell Sutter Capital, Inc. | 0000702007 | Apr 16, 2025 | 889 | $210.2M |
| Menlo Advisors LLC | 0001279708 | Apr 14, 2025 | 27 | $210.3M |
| Bigelow Investment Advisors, LLC | 0001729516 | Apr 21, 2025 | 146 | $210.5M |
| FACT Capital, LP | 0001964400 | May 15, 2025 | 19 | $210.6M |
| Christensen, King & Associates Investment Services, Inc. | 0002032544 | Apr 17, 2025 | 97 | $210.8M |
| Ranch Capital Advisors Inc. | 0001793269 | May 9, 2025 | 139 | $210.9M |
| Caas Capital Management LP | 0001802881 | May 1, 2025 | 173 | $211.0M |
| TRB Advisors LP | 0001513300 | Apr 22, 2025 | 6 | $211.0M |
| Mendel Money Management | 0001600585 | May 6, 2025 | 136 | $211.1M |
| Hubbell Strickland Wealth Management, LLC | 0001791555 | Apr 22, 2025 | 78 | $211.3M |
| Bawa N Mallick Trust | 0002040013 | Mar 12, 2026 | 65 | $211.3M |
| Ted Buchan & Co | 0002033413 | May 13, 2025 | 86 | $211.5M |
| Beacon Investment Advisors LLC | 0001961635 | May 15, 2025 | 156 | $211.7M |
| ORIX Corp | 0001070304 | May 14, 2025 | 1 | $211.7M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0002079571 | Aug 14, 2025 | 185 | $211.9M |
| Knott David M Jr | 0001892770 | May 12, 2025 | 84 | $212.0M |
| Investor's Fiduciary Advisor Network, LLC | 0002044901 | Apr 29, 2025 | 166 | $212.0M |
| Foursixthree Capital LP | 0001897652 | May 15, 2025 | 15 | $212.1M |
| GS Investments, Inc. | 0001714590 | May 8, 2025 | 120 | $212.2M |
| Orin Green Financial, LLC | 0001844227 | May 6, 2025 | 76 | $212.2M |
| Codex Capital Asset Management L.L.C. | 0002030542 | May 12, 2025 | 33 | $212.2M |
| Avalon Advisory Group | 0001802119 | May 14, 2025 | 15 | $212.3M |
| Optimum Investment Advisors | 0001037763 | Apr 30, 2025 | 637 | $212.3M |
| Great Mountain Partners LLC | 0001815467 | Apr 24, 2025 | 1 | $212.4M |
| Whitefort Capital Management, LP | 0001884931 | May 15, 2025 | 15 | $212.5M |
| Mount Lucas Management LP | 0001185072 | May 6, 2025 | 144 | $212.6M |
| Red Spruce Capital, LLC | 0001795356 | Apr 8, 2025 | 91 | $212.7M |
| Prosperity Wealth Management, Inc. | 0001991463 | Apr 18, 2025 | 213 | $212.7M |
| IvyRock Asset Management (HK) Ltd | 0001809525 | May 7, 2025 | 17 | $212.8M |
| Stevens Capital Partners | 0001965176 | May 2, 2025 | 62 | $212.9M |
| Maltin Wealth Management, Inc. | 0001764260 | Apr 10, 2025 | 130 | $212.9M |
| Berkeley, Inc | 0002051965 | May 1, 2025 | 65 | $213.1M |
| MKT Advisors LLC | 0001906802 | Apr 11, 2025 | 141 | $213.2M |
| Arbor Trust Wealth Advisors, LLC | 0001797135 | Apr 28, 2025 | 95 | $213.2M |
| Lifelong Wealth Advisors, Inc. | 0002051717 | Apr 23, 2025 | 67 | $213.2M |
| Potentia Wealth | 0002052308 | May 12, 2025 | 90 | $213.3M |
| Valence8 US LP | 0001943819 | May 12, 2025 | 10 | $213.3M |
| Altus Wealth Group LLC | 0001842572 | Apr 25, 2025 | 133 | $213.5M |
| Altus Wealth Management, LLC | 0001802107 | Apr 24, 2025 | 41 | $213.6M |
| Luken Investment Analytics, LLC | 0001730546 | Apr 21, 2025 | 148 | $213.6M |
| OV Management LLC | 0002010766 | May 13, 2025 | 57 | $213.7M |
| Saxon Interests, Inc. | 0001905867 | Apr 25, 2025 | 186 | $213.7M |
| Bluestem Financial Advisors, LLC | 0001820680 | May 5, 2025 | 28 | $213.8M |
| Collaborative Wealth Managment Inc. | 0001896419 | May 8, 2025 | 173 | $213.8M |
| Evergreen Private Wealth LLC | 0002010098 | May 2, 2025 | 189 | $214.0M |
| Eq LLC | 0001757605 | May 5, 2025 | 65 | $214.1M |
| Topel & Distasi Wealth Management, LLC | 0001880087 | May 9, 2025 | 73 | $214.2M |
| Sivia Capital Partners, LLC | 0002012032 | Apr 14, 2025 | 291 | $214.3M |
| Ridgewood Investments LLC | 0001703556 | May 7, 2025 | 676 | $214.3M |
| Norris Financial Group, LLC | 0002129318 | May 20, 2026 | 85 | $214.3M |
| Raine Capital LLC | 0001631543 | May 15, 2025 | 4 | $214.5M |
| Mitchell & Pahl Private Wealth, LLC | 0001836506 | Apr 9, 2025 | 145 | $214.5M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0002032331 | May 13, 2025 | 298 | $214.6M |
| Logan Stone Capital, LLC | 0001535521 | May 15, 2025 | 71 | $214.6M |
| Madden Advisory Services, Inc. | 0001542284 | May 6, 2025 | 101 | $214.6M |
| Sherbrooke Park Advisers LLC | 0001965377 | May 15, 2025 | 564 | $214.7M |
| Colorado Capital Management, Inc. | 0001664147 | Apr 18, 2025 | 96 | $214.7M |
| Freedom Financial Partners LLC | 0002054598 | Apr 10, 2025 | 76 | $214.8M |
| Nkcfo LLC | 0001757282 | May 7, 2025 | 84 | $215.0M |
| Strait & Sound Wealth Management LLC | 0001966210 | May 16, 2025 | 143 | $215.0M |
| WJ Interests, LLC | 0001727642 | Apr 21, 2025 | 23 | $215.0M |
| Harvest Management LLC | 0001140315 | May 15, 2025 | 47 | $215.1M |
| Paragon Private Wealth Management, LLC | 0001922684 | May 15, 2025 | 181 | $215.4M |
| Mb, Levis & Associates, LLC | 0002065807 | May 7, 2025 | 283 | $215.4M |
| Kennedy Investment Group, Inc. | 0001978005 | Apr 22, 2025 | 125 | $215.4M |
| Infusive Asset Management Inc. | 0001749333 | May 15, 2025 | 38 | $215.5M |
| Trueblood Wealth Management, LLC | 0002005380 | Apr 15, 2025 | 235 | $215.6M |
| Fosse Capital Partners LLP | 0001789908 | May 13, 2025 | 3 | $215.7M |
| Daily Journal | 0000783412 | Apr 15, 2025 | 4 | $215.7M |
| Hall Capital Management Co. Inc. | 0001122490 | May 8, 2025 | 92 | $215.9M |
| Wealth Management Partners, LLC | 0001843294 | Apr 10, 2025 | 114 | $215.9M |
| FIDELIS iM, LLC | 0001894206 | Apr 30, 2025 | 22 | $215.9M |
| Intrepid Financial Planning Group LLC | 0001641296 | May 13, 2025 | 118 | $215.9M |
| Mendon Capital Advisors Corp. | 0001177043 | May 21, 2025 | 53 | $216.0M |
| Tealwood Asset Management Inc. | 0001164062 | Apr 11, 2025 | 127 | $216.0M |
| 1 North Wealth Services LLC | 0001641761 | May 15, 2025 | 275 | $216.1M |
| Brown University | 0001664741 | May 2, 2025 | 14 | $216.1M |
| Hoertkorn Richard Charles | 0001598177 | Apr 24, 2025 | 80 | $216.2M |
| Oxford Asset Management LLP | 0001438284 | May 15, 2025 | 464 | $216.2M |