| Waterway Wealth Management, LLC | 0001992193 | May 8, 2025 | 78 | $240.0M |
| Squire Investment Management Company, LLC | 0002031291 | May 8, 2025 | 64 | $240.0M |
| Tiller Private Wealth, Inc. | 0001663649 | May 9, 2025 | 54 | $240.1M |
| 14B Captial Management LP | 0002009911 | May 15, 2025 | 12 | $240.1M |
| Lakeshore Financial Planning, Inc. | 0002000571 | May 15, 2025 | 78 | $240.1M |
| Lincoln Capital Corp. | 0000872359 | Apr 28, 2025 | 91 | $240.2M |
| Acorn Wealth Advisors, LLC | 0001730610 | May 1, 2025 | 231 | $240.2M |
| TFR Capital, LLC. | 0002059325 | May 1, 2025 | 150 | $240.2M |
| Engle Capital Management, L.P. | 0001684868 | May 15, 2025 | 22 | $240.3M |
| Bank Ozk | 0001569650 | May 14, 2025 | 141 | $240.4M |
| Valor Management LLC | 0001846237 | May 15, 2025 | 4 | $240.6M |
| Oak Family Advisors, LLC | 0001846161 | Apr 15, 2025 | 84 | $240.7M |
| Consolidated Capital Management, LLC | 0001666613 | Apr 30, 2025 | 45 | $240.8M |
| Yukon Wealth Management, Inc. | 0002065849 | Apr 28, 2025 | 102 | $240.9M |
| Eaton Financial Holdings Company, LLC | 0001972322 | May 13, 2025 | 63 | $240.9M |
| Christopher J. Hasenberg, Inc | 0001989869 | Apr 30, 2025 | 210 | $240.9M |
| Waterford Advisors, LLC | 0001960657 | May 15, 2025 | 51 | $241.0M |
| Capital Wealth Management, LLC | 0001730456 | Apr 18, 2025 | 40 | $241.0M |
| Investment Partners, LTD. | 0001050068 | Apr 30, 2025 | 148 | $241.2M |
| 325 Capital LLC | 0001873893 | May 15, 2025 | 11 | $241.4M |
| Armor Investment Advisors, LLC | 0001694079 | May 2, 2025 | 154 | $241.6M |
| Stonehearth Capital Management, LLC | 0001550191 | Apr 1, 2025 | 87 | $241.6M |
| 25 LLC | 0001968777 | Apr 14, 2025 | 59 | $241.7M |
| Patient Square Capital LP | 0001819257 | May 14, 2025 | 19 | $241.7M |
| John W. Brooker & Co., CPAs | 0001798926 | Apr 30, 2025 | 77 | $241.8M |
| CMT Capital Markets Trading GmbH | 0001632813 | May 15, 2025 | 71 | $241.8M |
| Kathleen S. Wright Associates Inc. | 0001908433 | May 6, 2025 | 252 | $241.9M |
| United Bank | 0001697791 | May 6, 2025 | 113 | $242.0M |
| Sharper & Granite LLC | 0001959415 | Apr 30, 2025 | 101 | $242.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0001510870 | Apr 17, 2025 | 133 | $242.2M |
| ODonnell Financial Services, LLC | 0001730962 | May 5, 2025 | 49 | $242.3M |
| SoundView Advisors Inc. | 0002054083 | May 9, 2025 | 33 | $242.4M |
| Selway Asset Management | 0001080523 | Apr 9, 2025 | 75 | $242.4M |
| Brown Financial Advisors | 0002035548 | May 12, 2025 | 130 | $242.5M |
| Gpi Capital, L.P. | 0001836021 | May 13, 2025 | 4 | $242.6M |
| Stelac Advisory Services LLC | 0001519676 | May 14, 2025 | 100 | $242.6M |
| Luminvest Wealth Management LLC | 0002036517 | Apr 30, 2025 | 32 | $242.7M |
| AMS Capital Ltda | 0001717977 | Apr 10, 2025 | 16 | $242.7M |
| Midwest Heritage Bank, FSB | 0001906805 | May 2, 2025 | 59 | $242.9M |
| BKM Wealth Management, LLC | 0002007263 | May 5, 2025 | 158 | $242.9M |
| One Degree Advisors Inc | 0002005743 | May 12, 2025 | 62 | $242.9M |
| Fullcircle Wealth LLC | 0002030910 | Apr 30, 2025 | 246 | $242.9M |
| FFG Partners, LLC | 0002045972 | Apr 23, 2025 | 26 | $243.0M |
| Greenhaven Road Investment Management, L.P. | 0001741129 | May 5, 2025 | 17 | $243.2M |
| Northwest Capital Management Inc | 0001730404 | May 1, 2025 | 443 | $243.3M |
| Kenora Financial, LLC | 0001990080 | Apr 23, 2025 | 128 | $243.5M |
| Leisure Capital Management | 0001631507 | May 9, 2025 | 136 | $243.7M |
| Mediatel Partners | 0001133939 | May 8, 2025 | 3 | $243.7M |
| Planned Solutions, Inc. | 0001831332 | Apr 9, 2025 | 112 | $243.8M |
| Elmwood Wealth Management, Inc. | 0001731927 | Apr 28, 2025 | 128 | $243.8M |
| Sachetta, LLC | 0002010574 | May 2, 2025 | 1,117 | $244.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 0001903859 | Apr 14, 2025 | 78 | $244.4M |
| Investment Management Associates Inc. | 0000052024 | Apr 30, 2025 | 23 | $244.4M |
| Ameriflex Group, Inc. | 0002057637 | May 15, 2025 | 1,286 | $244.5M |
| Lazari Capital Management, Inc. | 0001986389 | Apr 23, 2025 | 155 | $244.6M |
| Orion Investment Co | 0002033920 | May 14, 2025 | 68 | $244.6M |
| Leverty Financial Group, LLC | 0001908386 | Apr 10, 2025 | 43 | $244.6M |
| Ashoka WhiteOak Capital Pte Ltd | 0002031708 | May 14, 2025 | 15 | $244.8M |
| Northern Right Capital Management, L.P. | 0001346543 | May 15, 2025 | 23 | $245.0M |
| Kaye Capital Management | 0001111797 | May 2, 2025 | 44 | $245.0M |
| LifeGuide Financial Advisors, LLC | 0001908585 | Apr 11, 2025 | 40 | $245.1M |
| Idaho Trust Co | 0001568069 | May 14, 2025 | 99 | $245.2M |
| CRCM LP | 0001483234 | May 14, 2025 | 6 | $245.3M |
| Kercheville Advisors, LLC | 0001890748 | Apr 17, 2025 | 89 | $245.3M |
| Red Lighthouse Investment Management, LLC | 0001962166 | Apr 28, 2025 | 106 | $245.4M |
| Burkett Financial Services, LLC | 0001762716 | Apr 11, 2025 | 256 | $245.5M |
| ICW Investment Advisors LLC | 0001794820 | May 15, 2025 | 140 | $245.5M |
| Stenham Asset Management Ltd | 0001840750 | May 15, 2025 | 28 | $245.7M |
| Commonwealth Retirement Investments LLC | 0001963787 | May 9, 2025 | 94 | $245.7M |
| Encompass Wealth Advisors, LLC | 0001849614 | Apr 22, 2025 | 100 | $245.7M |
| Weik Capital Management | 0001278793 | May 13, 2025 | 91 | $245.7M |
| Prairiewood Capital, LLC | 0001839695 | Apr 25, 2025 | 76 | $245.8M |
| Verity Asset Management, Inc. | 0001597298 | Apr 25, 2025 | 191 | $245.8M |
| Beacon Wealthcare LLC | 0001849336 | Apr 2, 2025 | 22 | $245.9M |
| Mathes Company, Inc. | 0001389223 | May 1, 2025 | 123 | $245.9M |
| Yakira Capital Management, Inc. | 0001584639 | May 14, 2025 | 207 | $245.9M |
| Robinson Capital Management, LLC | 0001599795 | May 13, 2025 | 107 | $246.0M |
| Wealth Advisors of Tampa Bay, LLC | 0001715228 | May 15, 2025 | 150 | $246.0M |
| Investment Planning Advisors, Inc. | 0002024049 | Apr 23, 2025 | 70 | $246.1M |
| Dupree Financial Group, LLC | 0001989251 | Apr 30, 2025 | 70 | $246.2M |
| Barbara Oil Co. | 0001599670 | May 13, 2025 | 75 | $246.2M |
| Heathbridge Capital Management Ltd. | 0001503269 | May 2, 2025 | 29 | $246.2M |
| Trium Capital LLP | 0001963860 | Apr 30, 2025 | 50 | $246.3M |
| Carmel Capital Management L.L.C. | 0001878547 | Apr 29, 2025 | 25 | $246.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 0001862427 | May 9, 2025 | 137 | $246.3M |
| Samalin Investment Counsel, LLC | 0001544366 | May 14, 2025 | 317 | $246.3M |
| Teramo Advisors, LLC | 0001904821 | May 6, 2025 | 19 | $246.4M |
| Carnegie Lake Advisors LLC | 0002043591 | May 5, 2025 | 162 | $246.4M |
| Costello Asset Management, INC | 0001760145 | May 9, 2025 | 682 | $246.5M |
| Formula Growth Ltd. | 0001093219 | May 14, 2025 | 118 | $246.6M |
| Providence First Trust Co | 0001713735 | May 12, 2025 | 101 | $246.6M |
| Power Wealth Management LLC | 0002001039 | May 14, 2025 | 83 | $247.1M |
| First National Bank Sioux Falls | 0001085041 | Apr 15, 2025 | 132 | $247.1M |
| Cura Wealth Advisors, LLC | 0002056729 | May 15, 2025 | 105 | $247.1M |
| Enzi Wealth | 0001887441 | Apr 25, 2025 | 65 | $247.1M |
| Straight Path Wealth Management | 0001902506 | Apr 28, 2025 | 109 | $247.2M |
| Sculati Wealth Management, LLC | 0001803397 | May 12, 2025 | 110 | $247.3M |
| Reston Wealth Management LLC | 0001767617 | Apr 24, 2025 | 49 | $247.4M |
| Thor Trading Advisors, LLC | 0002057073 | May 13, 2025 | 6 | $247.5M |
| K2 Principal Fund, L.P. | 0001461790 | May 15, 2025 | 255 | $247.5M |