| Joseph P. Lucia & Associates, LLC | 0001775391 | Aug 4, 2025 | 151 | $244.4M |
| Shaker Investments LLC | 0001009005 | Jul 31, 2025 | 97 | $244.4M |
| Eukles Asset Management | 0001632553 | Aug 6, 2025 | 237 | $244.5M |
| Highland Peak Capital, LLC | 0001961320 | Aug 12, 2025 | 10 | $244.6M |
| Lavaca Capital LLC | 0001641447 | Aug 28, 2025 | 256 | $244.7M |
| OMC Financial Services LTD | 0002026391 | Jul 30, 2025 | 65 | $244.7M |
| Altman Advisors, Inc. | 0001731671 | Aug 7, 2025 | 96 | $244.8M |
| Axis Capital Holdings Ltd. | 0001214816 | Jul 29, 2025 | 2 | $244.9M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 0002053628 | Jul 30, 2025 | 12 | $245.2M |
| Quadratic Capital Management LLC | 0001697722 | Jul 11, 2025 | 2 | $245.2M |
| Hanover Advisors Inc. | 0000914973 | Aug 12, 2025 | 97 | $245.2M |
| Searcy Financial Services Inc. | 0000354923 | Jul 9, 2025 | 25 | $246.0M |
| Horrell Capital Management, Inc. | 0001385925 | Aug 8, 2025 | 185 | $246.0M |
| Merk Investments LLC | 0001302842 | Aug 14, 2025 | 11 | $246.1M |
| Intrepid Capital Management Inc. | 0001092838 | Aug 12, 2025 | 112 | $246.3M |
| Pacifica Partners Inc. | 0001799900 | Jul 14, 2025 | 523 | $246.4M |
| Zullo Investment Group, Inc. | 0001909760 | Jul 24, 2025 | 152 | $246.6M |
| Saturn V Capital Management LP | 0001964437 | Aug 13, 2025 | 24 | $246.8M |
| KP Management LLC | 0002036769 | Aug 18, 2025 | 51 | $246.9M |
| Biltmore Wealth Management, LLC | 0001598102 | Jul 9, 2025 | 58 | $247.1M |
| Obsidian Personal Planning Solutions LLC | 0001909128 | Aug 14, 2025 | 113 | $247.1M |
| Iyo Bank, Ltd. | 0001890435 | Aug 12, 2025 | 41 | $247.5M |
| Peak Retirement Planning, Inc. | 0002056697 | Nov 4, 2025 | 118 | $247.7M |
| Slotnik Capital, LLC | 0001963764 | Aug 14, 2025 | 20 | $248.2M |
| Slagle Financial, LLC | 0001984918 | Aug 11, 2025 | 113 | $248.3M |
| Kings Path Partners LLC | 0002030974 | Jul 7, 2025 | 283 | $248.3M |
| Sittner & Nelson, LLC | 0001846138 | Aug 8, 2025 | 507 | $248.6M |
| Aragon Global Management, LP | 0001991518 | Aug 14, 2025 | 18 | $248.7M |
| JNE Partners LLP | 0001770120 | Aug 14, 2025 | 8 | $248.7M |
| Sims Investment Management, LLC | 0002053807 | Jul 29, 2025 | 43 | $248.7M |
| Ruggaard & Associates LLC | 0001971230 | Aug 14, 2025 | 116 | $248.8M |
| Lakeshore Financial Planning, Inc. | 0002000571 | Jul 14, 2025 | 77 | $248.8M |
| Heathbridge Capital Management Ltd. | 0001503269 | Jul 23, 2025 | 26 | $248.9M |
| Buttonwood Financial Advisors Inc. | 0001904033 | Jul 15, 2025 | 99 | $249.1M |
| Jessup Wealth Management, Inc | 0001963536 | Aug 5, 2025 | 76 | $249.2M |
| Sio Capital Management, LLC | 0001482416 | Aug 13, 2025 | 49 | $249.2M |
| Peloton Wealth Strategists | 0001080132 | Aug 13, 2025 | 89 | $249.3M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0002079571 | Aug 14, 2025 | 200 | $249.3M |
| Wind River Trust Co | 0001657703 | Aug 12, 2025 | 9 | $249.4M |
| Elevation Capital Advisory, LLC | 0001871112 | Jul 29, 2025 | 56 | $249.5M |
| I.G.Y. Ltd | 0001811472 | Aug 14, 2025 | 3 | $249.7M |
| TPG Financial Advisors, LLC | 0001706669 | Jul 23, 2025 | 66 | $249.9M |
| Family Wealth Partners, LLC | 0002016217 | Jul 15, 2025 | 62 | $249.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 0002035883 | Jul 28, 2025 | 77 | $249.9M |
| IMZ Advisory Inc | 0002017735 | Jul 23, 2025 | 40 | $249.9M |
| Codex Capital Asset Management L.L.C. | 0002030542 | Aug 13, 2025 | 33 | $250.0M |
| Stone Run Capital, LLC | 0001512746 | Aug 14, 2025 | 68 | $250.1M |
| LFL Advisers, LLC | 0001694127 | Aug 13, 2025 | 8 | $250.2M |
| Sonata Capital Group Inc. | 0001172036 | Jul 30, 2025 | 121 | $250.3M |
| Essential Partners LLC | 0002136442 | May 21, 2026 | 2,273 | $250.5M |
| Palidye Holdings (Caymans) Ltd | 0002043694 | Aug 15, 2025 | 2 | $250.6M |
| University of Illinois Foundation | 0001994249 | Aug 12, 2025 | 14 | $250.7M |
| Ranmore Fund Management Ltd | 0002055400 | Aug 8, 2025 | 14 | $250.8M |
| Howard Hughes Medical Institute | 0000810386 | Aug 14, 2025 | 501 | $250.9M |
| Paragon Private Wealth Management, LLC | 0001922684 | Aug 14, 2025 | 190 | $251.1M |
| Equita Financial Network, Inc. | 0001994461 | Aug 1, 2025 | 81 | $251.3M |
| REDW Wealth LLC | 0001688931 | Aug 4, 2025 | 106 | $251.4M |
| Invenio Wealth Partners LLC | 0001989341 | Aug 11, 2025 | 94 | $251.5M |
| Ted Buchan & Co | 0002033413 | Aug 13, 2025 | 92 | $251.5M |
| Texas Bank & Trust Co | 0002056556 | Aug 5, 2025 | 177 | $251.5M |
| GPM Growth Investors, Inc. | 0001799367 | Aug 1, 2025 | 42 | $251.8M |
| Rise Advisors, LLC | 0001831316 | Jul 8, 2025 | 1,539 | $251.9M |
| Morris Financial Concepts, Inc. | 0001387386 | Jul 28, 2025 | 197 | $251.9M |
| Kaleidoscope Capital LP | 0001702912 | Aug 13, 2025 | 9 | $251.9M |
| Trinity Wealth Management, LLC | 0001685364 | Jul 11, 2025 | 63 | $252.0M |
| Beacon Bridge Wealth Partners, LLC | 0001965468 | Jul 24, 2025 | 87 | $252.0M |
| Geneva Partners, LLC | 0001712671 | Aug 14, 2025 | 72 | $252.0M |
| 1 North Wealth Services LLC | 0001641761 | Jul 23, 2025 | 273 | $252.0M |
| Sunpointe, LLC | 0002012181 | Jul 9, 2025 | 236 | $252.0M |
| Elmwood Wealth Management, Inc. | 0001731927 | Jul 28, 2025 | 129 | $252.3M |
| Beddow Capital Management Inc. | 0001278641 | Aug 14, 2025 | 55 | $252.4M |
| G&S Capital LLC | 0001731448 | Jul 17, 2025 | 123 | $252.4M |
| Retirement Capital Strategies | 0001672681 | Aug 11, 2025 | 64 | $252.4M |
| MKT Advisors LLC | 0001906802 | Jul 16, 2025 | 170 | $252.6M |
| Carnegie Lake Advisors LLC | 0002043591 | Aug 6, 2025 | 163 | $252.6M |
| Deepwater Asset Management, LLC | 0001964171 | Aug 14, 2025 | 20 | $252.6M |
| Weik Capital Management | 0001278793 | Aug 12, 2025 | 91 | $252.7M |
| Sachetta, LLC | 0002010574 | Jul 23, 2025 | 1,097 | $252.9M |
| First Dallas Securities Inc. | 0001378559 | Aug 7, 2025 | 123 | $253.0M |
| HF Advisory Group, LLC | 0001963169 | Jul 10, 2025 | 164 | $253.0M |
| Realta Investment Advisors | 0001776792 | Jul 22, 2025 | 302 | $253.1M |
| Arkfeld Wealth Strategies, L.L.C. | 0001789382 | Jul 10, 2025 | 106 | $253.1M |
| ICW Investment Advisors LLC | 0001794820 | Aug 14, 2025 | 140 | $253.2M |
| Elevation Wealth Partners, LLC | 0001976256 | Jul 8, 2025 | 489 | $253.2M |
| Letson Investment Management, Inc. | 0002078069 | Aug 14, 2025 | 93 | $253.3M |
| 325 Capital LLC | 0001873893 | Aug 14, 2025 | 11 | $253.3M |
| Wela Strategies, Inc. | 0001644329 | Jul 15, 2025 | 53 | $253.4M |
| STF Management LP | 0001965239 | Aug 7, 2025 | 101 | $253.4M |
| Signature Wealth Management Group | 0001736666 | Aug 1, 2025 | 116 | $253.4M |
| Accel Leaders 4 Associates L.P. | 0001923783 | Aug 12, 2025 | 1 | $253.5M |
| Briaud Financial Planning Inc | 0001800586 | Jul 31, 2025 | 365 | $253.6M |
| Dupree Financial Group, LLC | 0001989251 | Jul 30, 2025 | 69 | $253.8M |
| True Freedom Investing, LLC | 0002096483 | Dec 22, 2025 | 57 | $254.1M |
| Verger Capital Management LLC | 0001627417 | Jul 24, 2025 | 14 | $254.1M |
| Camarda Financial Advisors, LLC | 0001536444 | Aug 14, 2025 | 103 | $254.3M |
| Incline Global Management LLC | 0001567195 | Aug 14, 2025 | 25 | $254.3M |
| Barbara Oil Co. | 0001599670 | Aug 13, 2025 | 74 | $254.4M |
| Marcho Partners LLP | 0001782974 | Aug 13, 2025 | 8 | $254.4M |
| Range Financial Group LLC | 0001928635 | Jul 8, 2025 | 194 | $254.6M |
| Malaga Cove Capital, LLC | 0001603001 | Aug 6, 2025 | 167 | $254.6M |