| Metropolitan Life Insurance Co | 0000728618 | May 14, 2025 | 8 | $216.2M |
| Pines Wealth Management, LLC | 0002037426 | Apr 11, 2025 | 198 | $216.2M |
| Wealthspan Partners, LLC | 0001909805 | Apr 21, 2025 | 113 | $216.5M |
| SWAN Capital LLC | 0001952722 | May 23, 2025 | 384 | $216.5M |
| Punch Card Management L.P. | 0001631664 | May 15, 2025 | 4 | $216.6M |
| Kent Lake PR LLC | 0002037231 | May 15, 2025 | 31 | $216.6M |
| Aspen Investment Management Inc | 0001541596 | May 20, 2025 | 146 | $216.9M |
| Verisail Partners, LLC | 0002016904 | Apr 17, 2025 | 33 | $216.9M |
| Key Client Fiduciary Advisors, LLC | 0001912612 | Apr 10, 2025 | 188 | $216.9M |
| Manatuck Hill Partners, LLC | 0001467902 | May 15, 2025 | 95 | $217.0M |
| Altman Advisors, Inc. | 0001731671 | May 2, 2025 | 94 | $217.0M |
| Anchor Capital Management Group Inc | 0000894119 | May 6, 2025 | 19 | $217.3M |
| APEIRON CAPITAL Ltd | 0001843111 | Apr 23, 2025 | 11 | $217.6M |
| Skaana Management L.P. | 0001860998 | May 14, 2025 | 89 | $217.6M |
| 1776 Wealth LLC | 0001803140 | May 6, 2025 | 139 | $217.7M |
| Disciplined Investments, LLC | 0001812492 | Apr 11, 2025 | 126 | $217.7M |
| Flynn Zito Capital Management, LLC | 0001857144 | May 6, 2025 | 126 | $217.8M |
| Alta Wealth Advisors LLC | 0001843826 | Apr 24, 2025 | 141 | $217.8M |
| Brick & Kyle, Associates | 0001632253 | Apr 30, 2025 | 54 | $217.9M |
| SimpliFi, Inc. | 0001716983 | Apr 29, 2025 | 41 | $217.9M |
| Smith Shellnut Wilson LLC | 0000944317 | Apr 17, 2025 | 140 | $218.2M |
| Iams Wealth Management, LLC | 0001998182 | Apr 10, 2025 | 157 | $218.3M |
| Wealthstar Advisors, LLC | 0001602224 | Apr 25, 2025 | 134 | $218.4M |
| EntryPoint Capital, LLC | 0001992519 | May 14, 2025 | 652 | $218.5M |
| INCA Investments LLC | 0001513137 | Apr 28, 2025 | 10 | $218.5M |
| Ghe, LLC | 0001910179 | May 6, 2025 | 56 | $218.6M |
| NWK Group, Inc. | 0001803054 | May 12, 2025 | 65 | $218.6M |
| Hanwha Asset Management Co., Ltd. | 0001965871 | May 15, 2025 | 1 | $218.6M |
| Teza Capital Management LLC | 0001655789 | May 15, 2025 | 403 | $218.7M |
| Tieton Capital Management, LLC | 0001381954 | May 12, 2025 | 34 | $218.7M |
| Joseph P. Lucia & Associates, LLC | 0001775391 | May 14, 2025 | 140 | $218.8M |
| Ascension Capital Advisors, Inc. | 0001689227 | May 6, 2025 | 36 | $218.9M |
| Once Capital Management, LLC | 0001712892 | May 9, 2025 | 17 | $219.0M |
| Trinity Wealth Management, LLC | 0001685364 | Apr 10, 2025 | 53 | $219.0M |
| Stonebridge Financial Planning Group, LLC | 0001802494 | May 8, 2025 | 161 | $219.0M |
| Family Wealth Partners, LLC | 0002016217 | Apr 17, 2025 | 51 | $219.1M |
| Pacifica Partners Inc. | 0001799900 | Apr 8, 2025 | 513 | $219.1M |
| WorthPointe, LLC | 0001921448 | May 6, 2025 | 91 | $219.1M |
| Reliant Wealth Planning | 0001823393 | Apr 28, 2025 | 29 | $219.2M |
| Boothe Investment Group, Inc. | 0001749798 | Apr 17, 2025 | 33 | $219.3M |
| Denver Wealth Management, Inc. | 0001909800 | Apr 22, 2025 | 87 | $219.3M |
| Miller Value Partners | 0001135778 | May 15, 2025 | 34 | $219.4M |
| Realta Investment Advisors | 0001776792 | May 1, 2025 | 320 | $219.4M |
| Twin Peaks Wealth Advisors, LLC | 0002006218 | Apr 16, 2025 | 140 | $219.5M |
| Lavaca Capital LLC | 0001641447 | May 15, 2025 | 235 | $219.6M |
| Soundwatch Capital LLC | 0001803253 | May 6, 2025 | 29 | $219.6M |
| Praetorian PR LLC | 0001949877 | May 15, 2025 | 18 | $219.9M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 0001729522 | Apr 29, 2025 | 2 | $219.9M |
| Dunhill Financial, LLC | 0001948904 | Apr 21, 2025 | 975 | $219.9M |
| Albar Capital Partners LLP | 0002034565 | May 15, 2025 | 15 | $219.9M |
| Headwater Capital Co Ltd | 0002036346 | May 22, 2025 | 9 | $220.0M |
| Harraden Circle Investments, LLC | 0001910592 | May 15, 2025 | 115 | $220.1M |
| Silver Heights Capital Management Inc | 0001705712 | May 14, 2025 | 4 | $220.1M |
| Medallion Wealth Advisors, LLC | 0002131139 | Apr 24, 2026 | 1,075 | $220.2M |
| New Insight Wealth Advisors | 0002022328 | Apr 30, 2025 | 94 | $220.2M |
| Unique Wealth Strategies, LLC | 0002009809 | Jul 14, 2026 | 184 | $220.2M |
| AAFMAA Wealth Management & Trust LLC | 0001846160 | Apr 11, 2025 | 77 | $220.3M |
| Palisades Hudson Asset Management, L.P. | 0001388443 | May 9, 2025 | 100 | $220.3M |
| Mullooly Asset Management, Inc. | 0001950591 | May 15, 2025 | 47 | $220.4M |
| Tiemann Investment Advisors, LLC | 0001575151 | May 14, 2025 | 192 | $220.4M |
| Mechanics Financial Corp | 0001821336 | May 2, 2025 | 245 | $220.4M |
| IMZ Advisory Inc | 0002017735 | Apr 9, 2025 | 41 | $220.5M |
| Cumberland Advisors Inc. | 0001255435 | May 9, 2025 | 49 | $220.6M |
| EnCap Energy Capital Fund X, L.P. | 0001636722 | May 28, 2025 | 1 | $220.8M |
| Raleigh Capital Management Inc. | 0001911726 | Apr 29, 2025 | 570 | $220.8M |
| Act Wealth Management, LLC | 0001814191 | Apr 11, 2025 | 52 | $221.0M |
| Harbour Investment Management LLC | 0001275880 | Apr 30, 2025 | 96 | $221.1M |
| Spreng Capital Management, Inc. | 0001800913 | May 13, 2025 | 75 | $221.1M |
| Veridan Wealth LLC | 0002052405 | Apr 22, 2025 | 80 | $221.3M |
| EVR Research LP | 0001843019 | May 14, 2025 | 30 | $221.4M |
| Wealthedge Investment Advisors, LLC | 0002058455 | May 13, 2025 | 177 | $221.7M |
| Camarda Financial Advisors, LLC | 0001536444 | May 15, 2025 | 97 | $221.7M |
| BridgePort Financial Solutions, LLC | 0002031775 | Apr 23, 2025 | 160 | $221.7M |
| Wittenberg Investment Management, Inc. | 0001697790 | May 12, 2025 | 74 | $221.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 0002035883 | May 12, 2025 | 71 | $221.8M |
| Juniper Investment Company, LLC | 0001794034 | May 15, 2025 | 11 | $221.9M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 0002053628 | May 9, 2025 | 12 | $222.0M |
| Rockingstone Advisors LLC | 0002027176 | Apr 15, 2025 | 101 | $222.2M |
| Affinity Partners GP LP | 0002059583 | May 15, 2025 | 1 | $222.2M |
| NCM Capital Management, LLC | 0001907054 | May 14, 2025 | 171 | $222.4M |
| Hazlett, Burt & Watson, Inc. | 0000046392 | May 5, 2025 | 816 | $222.5M |
| Forza Wealth Management, LLC | 0001963030 | Apr 30, 2025 | 177 | $222.5M |
| Houlihan Financial Resource Group, Ltd. | 0001802879 | May 12, 2025 | 103 | $222.6M |
| Financial Connections Group, Inc. | 0001907157 | May 9, 2025 | 222 | $222.8M |
| OMC Financial Services LTD | 0002026391 | Apr 30, 2025 | 62 | $222.8M |
| Lynch Asset Management, Inc. | 0001906719 | Apr 16, 2025 | 44 | $222.8M |
| Alkeme Wealth, LLC | 0001752045 | Apr 4, 2025 | 90 | $222.9M |
| New Wave Wealth Advisors LLC | 0002035324 | Apr 25, 2025 | 134 | $223.2M |
| Eos Management, L.P. | 0001548882 | May 1, 2025 | 40 | $223.5M |
| Cornerstone National Bank & Trust Co | 0002104293 | Jan 28, 2026 | 170 | $223.5M |
| Moerus Capital Management LLC | 0001742647 | May 13, 2025 | 15 | $223.6M |
| Sims Investment Management, LLC | 0002053807 | Apr 24, 2025 | 41 | $223.7M |
| Anb Bank | 0002067126 | May 6, 2025 | 116 | $223.8M |
| Obsidian Personal Planning Solutions LLC | 0001909128 | May 16, 2025 | 105 | $223.9M |
| Transce3nd, LLC | 0002023570 | May 5, 2025 | 1,187 | $223.9M |
| Corigliano Investment Advisers, LLC | 0002031771 | May 15, 2025 | 36 | $224.3M |
| HWG Holdings LP | 0001599390 | Apr 22, 2025 | 131 | $224.3M |
| V3 Holding Ltd | 0001887845 | May 13, 2025 | 1 | $224.4M |
| Chaney Capital Management, Inc. | 0002012041 | Apr 28, 2025 | 35 | $224.5M |
| Alpha Wave Global, LP | 0001558858 | May 14, 2025 | 24 | $224.5M |