| Machina Capital S.A.S. | 0001744373 | Feb 7, 2025 | 265 | $237.5M |
| EntryPoint Capital, LLC | 0001992519 | Feb 11, 2025 | 694 | $238.0M |
| Hanover Advisors Inc. | 0000914973 | Feb 5, 2025 | 91 | $238.3M |
| Thomas Story & Son LLC | 0001505207 | Jan 29, 2025 | 51 | $238.7M |
| Invenio Wealth Partners LLC | 0001989341 | Feb 12, 2025 | 99 | $238.8M |
| KFA Private Wealth Group, LLC | 0001800556 | Jan 22, 2025 | 90 | $238.8M |
| Forager Capital Management, LLC | 0001802986 | Feb 14, 2025 | 13 | $238.8M |
| Shaker Investments LLC | 0001009005 | Jan 29, 2025 | 89 | $238.9M |
| ODonnell Financial Services, LLC | 0001730962 | Jan 24, 2025 | 38 | $238.9M |
| White Knight Strategic Wealth Advisors, LLC | 0001904677 | Feb 18, 2025 | 109 | $239.1M |
| Theory Financial LLC | 0001899158 | Feb 4, 2025 | 74 | $239.1M |
| Creative Capital Management Investments LLC | 0001957363 | Jan 31, 2025 | 269 | $239.2M |
| DLK Investment Management, LLC | 0002016793 | Jan 16, 2025 | 89 | $239.2M |
| Gitterman Wealth Management, LLC | 0001861558 | Feb 10, 2025 | 128 | $239.4M |
| Weinberger Asset Management, Inc | 0002051705 | Feb 4, 2025 | 81 | $239.4M |
| Power Wealth Management LLC | 0002001039 | Feb 13, 2025 | 92 | $239.4M |
| ICW Investment Advisors LLC | 0001794820 | Feb 11, 2025 | 139 | $239.6M |
| Kensington Investment Counsel, LLC | 0001845536 | Feb 10, 2025 | 94 | $239.7M |
| Cache Advisors, LLC | 0002052593 | Feb 19, 2025 | 78 | $239.9M |
| KKM Financial LLC | 0002001943 | Feb 14, 2025 | 150 | $239.9M |
| I.G.Y. Ltd | 0001811472 | Feb 14, 2025 | 3 | $240.0M |
| Peak Planning Group, LLC | 0002097384 | May 26, 2026 | 116 | $240.0M |
| Kathleen S. Wright Associates Inc. | 0001908433 | Jan 27, 2025 | 263 | $240.0M |
| Veltria Advisors Corp. | 0001941369 | Apr 23, 2025 | 214 | $240.1M |
| Biltmore Wealth Management, LLC | 0001598102 | Jan 14, 2025 | 55 | $240.1M |
| Aikya Investment Management Ltd | 0002005403 | Feb 11, 2025 | 3 | $240.2M |
| S Squared Technology, LLC | 0001322924 | Feb 13, 2025 | 35 | $240.7M |
| WorthPointe, LLC | 0001921448 | Feb 11, 2025 | 89 | $240.7M |
| Cobalt Capital Management, Inc. | 0001086762 | Feb 14, 2025 | 27 | $240.7M |
| Benson Investment Management Company, Inc. | 0001694896 | Jan 13, 2025 | 46 | $240.7M |
| Financial Partners Group, LLC | 0001965246 | Jan 21, 2025 | 94 | $240.8M |
| Tema ETFs LLC | 0002056807 | Feb 14, 2025 | 148 | $240.9M |
| Investment Research & Advisory Group, Inc. | 0001802136 | Jan 21, 2025 | 210 | $241.0M |
| Adaptive Financial Consulting, LLC | 0001804717 | Feb 4, 2025 | 21 | $241.1M |
| Bank Ozk | 0001569650 | Feb 5, 2025 | 147 | $241.1M |
| Alphadyne Asset Management LP | 0001535943 | Feb 14, 2025 | 10 | $241.2M |
| Barbara Oil Co. | 0001599670 | Feb 12, 2025 | 76 | $241.2M |
| Spider Management Company, LLC | 0001791621 | Jan 27, 2025 | 4 | $241.3M |
| Triata Capital Ltd | 0002014039 | Feb 14, 2025 | 12 | $241.4M |
| Sonata Capital Group Inc. | 0001172036 | Jan 29, 2025 | 111 | $241.5M |
| Tealwood Asset Management Inc. | 0001164062 | Jan 13, 2025 | 137 | $241.7M |
| Omnia Family Wealth, LLC | 0001696136 | Feb 27, 2025 | 79 | $242.0M |
| Farringdon Capital, Ltd. | 0001750980 | Feb 13, 2025 | 417 | $242.0M |
| Paradoxiom Capital L.P. | 0002028104 | Feb 14, 2025 | 33 | $242.0M |
| Cambridge Financial Group, Inc. | 0001334199 | Feb 12, 2025 | 33 | $242.1M |
| Acorn Wealth Advisors, LLC | 0001730610 | Feb 4, 2025 | 235 | $242.2M |
| Mediatel Partners | 0001133939 | Feb 6, 2025 | 3 | $242.2M |
| G&S Capital LLC | 0001731448 | Jan 30, 2025 | 119 | $242.2M |
| GP Brinson Investments LLC | 0001860928 | Jan 7, 2025 | 16 | $242.5M |
| California First Leasing Corp. | 0000803016 | Feb 5, 2025 | 45 | $242.5M |
| OneAscent Wealth Management LLC | 0001844707 | Feb 12, 2025 | 159 | $242.5M |
| INCA Investments LLC | 0001513137 | Jan 30, 2025 | 10 | $242.6M |
| SoundView Advisors Inc. | 0002054083 | Feb 7, 2025 | 33 | $242.6M |
| Texas Bank & Trust Co | 0002056556 | Feb 14, 2025 | 176 | $242.7M |
| Prosperity Wealth Management, Inc. | 0001991463 | Feb 7, 2025 | 204 | $242.7M |
| Nordwand Advisors, LLC | 0001962713 | Feb 7, 2025 | 120 | $242.7M |
| Commonwealth Retirement Investments LLC | 0001963787 | Feb 4, 2025 | 99 | $242.8M |
| Investment Partners, LTD. | 0001050068 | Feb 6, 2025 | 146 | $242.8M |
| Crescent Park Management, L.P. | 0001629984 | Feb 12, 2025 | 20 | $242.9M |
| Hoertkorn Richard Charles | 0001598177 | Feb 12, 2025 | 81 | $243.2M |
| Beddow Capital Management Inc. | 0001278641 | Feb 11, 2025 | 58 | $243.3M |
| X-Square Capital, LLC | 0001729300 | Feb 12, 2025 | 163 | $243.3M |
| Armor Investment Advisors, LLC | 0001694079 | Jan 29, 2025 | 159 | $243.3M |
| Next Capital Management LLC | 0001752762 | Feb 11, 2025 | 140 | $243.3M |
| P Schoenfeld Asset Management LP | 0001040198 | Feb 14, 2025 | 23 | $243.5M |
| Lincoln Capital Corp. | 0000872359 | Jan 21, 2025 | 86 | $243.5M |
| 11 Capital Partners LP | 0001801172 | Feb 14, 2025 | 16 | $243.5M |
| Quantessence Capital LLC | 0002009590 | Feb 14, 2025 | 224 | $243.6M |
| Warren Street Wealth Advisors, LLC | 0001703496 | Jan 29, 2025 | 101 | $243.6M |
| BKM Wealth Management, LLC | 0002007263 | Jan 31, 2025 | 160 | $243.7M |
| Ping Capital Management, Inc. | 0001804352 | Jan 27, 2025 | 57 | $243.8M |
| Members Advisory Group LLC | 0001908587 | Feb 4, 2025 | 34 | $243.8M |
| Medina Value Partners, LLC | 0001843543 | Feb 13, 2025 | 15 | $243.9M |
| American Trust Investment Advisors, LLC | 0001291424 | Feb 14, 2025 | 109 | $243.9M |
| Realta Investment Advisors | 0001776792 | Jan 28, 2025 | 339 | $244.0M |
| New Wave Wealth Advisors LLC | 0002035324 | Jan 23, 2025 | 708 | $244.0M |
| Cutter Capital Management, LP | 0001983313 | Feb 14, 2025 | 21 | $244.0M |
| Manatuck Hill Partners, LLC | 0001467902 | Feb 14, 2025 | 108 | $244.1M |
| Stonebridge Capital Management Inc. | 0000051812 | Jan 14, 2025 | 79 | $244.2M |
| Seldon Capital LP | 0001867731 | Feb 13, 2025 | 67 | $244.3M |
| Fullcircle Wealth LLC | 0002030910 | Feb 14, 2025 | 218 | $244.4M |
| Consilio Wealth Advisors, LLC | 0001908944 | Jan 13, 2025 | 71 | $244.5M |
| Planned Solutions, Inc. | 0001831332 | Jan 17, 2025 | 110 | $244.6M |
| Burkett Financial Services, LLC | 0001762716 | Jan 6, 2025 | 223 | $244.6M |
| Virtus Advisers, LLC | 0001587281 | Feb 14, 2025 | 462 | $244.9M |
| Blue Pool Management Ltd. | 0001675855 | Feb 14, 2025 | 3 | $244.9M |
| Maxwell Wealth Strategies Inc. | 0001993410 | Feb 13, 2025 | 110 | $244.9M |
| Tilson Financial Group, Inc. | 0001964820 | Feb 7, 2025 | 73 | $245.1M |
| Long Road Investment Counsel, LLC | 0001620081 | Feb 10, 2025 | 71 | $245.1M |
| GKV Capital Management Co., Inc. | 0002052321 | Feb 13, 2025 | 160 | $245.2M |
| Briaud Financial Planning Inc | 0001800586 | Feb 7, 2025 | 218 | $245.3M |
| First Dallas Securities Inc. | 0001378559 | Jan 24, 2025 | 112 | $245.4M |
| Rogco, LP | 0001998892 | Jan 31, 2025 | 218 | $245.4M |
| Praetorian PR LLC | 0001949877 | Feb 14, 2025 | 19 | $245.4M |
| RPD Fund Management LLC | 0001832568 | Feb 14, 2025 | 8 | $245.6M |
| TSA Wealth Managment LLC | 0001963669 | Feb 6, 2025 | 64 | $245.8M |
| Crown Wealth Group, LLC | 0001845698 | Feb 5, 2025 | 113 | $245.8M |
| Weik Capital Management | 0001278793 | Feb 12, 2025 | 93 | $245.8M |
| One Degree Advisors Inc | 0002005743 | Feb 13, 2025 | 61 | $245.9M |
| CRCM LP | 0001483234 | Feb 7, 2025 | 6 | $245.9M |