| Atlas Private Wealth Advisors | 0001814234 | May 6, 2024 | 110 | $299.3M |
| AMJ Financial Wealth Management | 0001801585 | May 7, 2024 | 75 | $299.5M |
| GoalVest Advisory LLC | 0001839307 | Apr 15, 2024 | 412 | $299.9M |
| Barry Investment Advisors, LLC | 0001631639 | Apr 18, 2024 | 118 | $300.0M |
| Siena Capital Partners GP, LLC | 0001694886 | May 15, 2024 | 105 | $300.0M |
| FTV Management Company, L.P. | 0002021589 | May 15, 2024 | 1 | $300.1M |
| Charles-Lim Capital Ltd | 0001634255 | May 14, 2024 | 6 | $300.1M |
| Okabena Investment Services Inc. | 0001157519 | May 13, 2024 | 97 | $300.2M |
| Carr Financial Group Corp | 0001931232 | Apr 25, 2024 | 179 | $300.5M |
| Meridian Investment Counsel Inc. | 0001427351 | May 13, 2024 | 206 | $300.7M |
| Ayalon Insurance Comp Ltd. | 0001642216 | Apr 15, 2024 | 66 | $300.8M |
| Mango Five Family, Inc. | 0002007959 | May 16, 2024 | 65 | $300.8M |
| Multicoin Capital Management, LLC | 0002017172 | May 13, 2024 | 3 | $300.9M |
| Frisch Financial Group, Inc. | 0001767730 | May 15, 2024 | 132 | $301.0M |
| Old Mission Investment Co LLC | 0002149839 | Sep 16, 2026 | 117 | $301.0M |
| Bruce & Co., Inc. | 0001358331 | May 13, 2024 | 39 | $301.5M |
| Nikulski Financial, Inc. | 0001729847 | Apr 18, 2024 | 131 | $301.5M |
| Biechele Royce Advisors | 0001730808 | May 6, 2024 | 60 | $301.6M |
| Sapience Investments, LLC | 0001682598 | May 15, 2024 | 85 | $301.7M |
| UG Investment Advisers Ltd. | 0001697814 | May 3, 2024 | 14 | $301.8M |
| Navalign, LLC | 0001820593 | Apr 12, 2024 | 116 | $301.8M |
| Little House Capital LLC | 0001748814 | Apr 18, 2024 | 123 | $301.9M |
| Ritter Daniher Financial Advisory LLC / DE | 0001936603 | May 13, 2024 | 302 | $302.2M |
| Bordeaux Wealth Advisors LLC | 0001821271 | Apr 29, 2024 | 116 | $302.4M |
| Empire Financial Management Company, LLC | 0001971875 | May 14, 2024 | 205 | $302.6M |
| Bulldog Investors, LLP | 0001504304 | May 10, 2024 | 161 | $302.6M |
| PCJ Investment Counsel Ltd. | 0001426318 | May 8, 2024 | 79 | $302.6M |
| JRM Investment Counsel, LLC | 0001631084 | May 14, 2024 | 20 | $302.8M |
| Access Investment Management LLC | 0002010477 | May 1, 2024 | 98 | $302.8M |
| Hill Island Financial LLC | 0001909798 | May 10, 2024 | 66 | $302.8M |
| Mokosak Advisory Group, LLC | 0001713112 | Apr 30, 2024 | 31 | $303.0M |
| O'Brien Greene & Co. Inc | 0001768635 | May 2, 2024 | 131 | $303.2M |
| Marshall Financial Group Inc. | 0000701189 | May 9, 2024 | 55 | $303.3M |
| Susquehanna Foundation | 0001728195 | May 7, 2024 | 4 | $303.3M |
| Annapolis Financial Services, LLC | 0001843110 | Apr 17, 2024 | 355 | $303.7M |
| Semmax Financial Advisors Inc. | 0001767301 | May 16, 2024 | 406 | $303.9M |
| Cedar Wealth Management, LLC | 0001665642 | May 13, 2024 | 345 | $304.0M |
| Alpine Investment Management Ltd | 0001964631 | May 14, 2024 | 12 | $304.0M |
| Sea Cliff Partners Management, LP | 0002011655 | May 14, 2024 | 15 | $304.4M |
| L2 Asset Management, LLC | 0001686988 | May 15, 2024 | 212 | $304.6M |
| Stony Point Capital LLC | 0001776023 | May 15, 2024 | 25 | $304.6M |
| O'Keefe Stevens Advisory, Inc. | 0001780565 | Apr 11, 2024 | 66 | $304.7M |
| Wiser Wealth Management, Inc | 0001573263 | Apr 19, 2024 | 31 | $304.8M |
| WP Advisors, LLC | 0001697796 | May 8, 2024 | 105 | $304.8M |
| SG Capital Management LLC | 0001510099 | Jun 7, 2024 | 48 | $304.9M |
| Roanoke Asset Management Corp./ NY | 0001089710 | May 8, 2024 | 105 | $305.0M |
| Appian Way Asset Management LP | 0001795816 | May 15, 2024 | 30 | $305.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0000752365 | Apr 30, 2024 | 141 | $305.2M |
| Whitener Capital Management, Inc. | 0000825217 | Apr 16, 2024 | 151 | $305.5M |
| Atticus Wealth Management, LLC | 0001800234 | Apr 17, 2024 | 549 | $305.8M |
| Guidance Point Advisors, LLC | 0001767710 | May 10, 2024 | 86 | $306.5M |
| Capital Planning LLC | 0001790688 | Apr 12, 2024 | 81 | $306.6M |
| Birinyi Associates Inc. | 0001079738 | Apr 23, 2024 | 55 | $306.6M |
| Safeguard Financial, LLC | 0001922498 | Apr 10, 2024 | 81 | $306.9M |
| BetterWealth, LLC | 0001911702 | Apr 19, 2024 | 63 | $307.0M |
| Fourthstone LLC | 0001767803 | May 14, 2024 | 29 | $307.0M |
| High Note Wealth, LLC | 0001807283 | May 1, 2024 | 94 | $307.2M |
| Gavilan Investment Partners LLC | 0001963404 | May 15, 2024 | 13 | $307.2M |
| Landaas & Co. /Wi | 0000913990 | May 9, 2024 | 86 | $307.5M |
| West Michigan Advisors, LLC | 0001909879 | May 14, 2024 | 176 | $307.7M |
| Keystone Wealth Services, LLC | 0001866189 | Apr 12, 2024 | 220 | $307.7M |
| Grant Street Asset Management, Inc. | 0001740642 | Apr 30, 2024 | 66 | $307.8M |
| Valueworks LLC | 0001282189 | May 13, 2024 | 33 | $307.8M |
| St. Clair Advisors, LLC | 0002056292 | Apr 10, 2025 | 79 | $307.9M |
| Collective Family Office LLC | 0001845066 | Apr 9, 2024 | 176 | $308.1M |
| Second Line Capital, LLC | 0001992879 | May 22, 2024 | 114 | $308.3M |
| Keystone Financial Planning, Inc. | 0001596906 | Apr 10, 2024 | 49 | $308.4M |
| Brady Family Wealth, LLC | 0001971456 | May 13, 2024 | 117 | $308.4M |
| Ironwood Wealth Management, LLC. | 0001692820 | Apr 17, 2024 | 44 | $308.4M |
| Francis Financial, Inc. | 0001727514 | Apr 18, 2024 | 69 | $309.0M |
| Colony Family Offices, LLC | 0001633573 | May 1, 2024 | 70 | $309.1M |
| Fca Corp. | 0001166402 | May 8, 2024 | 183 | $309.1M |
| Lester Murray Antman dba SimplyRich | 0001725888 | May 3, 2024 | 179 | $309.5M |
| Court Place Advisors, LLC | 0001566113 | Apr 26, 2024 | 154 | $310.0M |
| Vickerman Investment Advisors, Inc. | 0001898296 | May 9, 2024 | 64 | $310.0M |
| Cobalt Capital Management, Inc. | 0001086762 | May 15, 2024 | 24 | $310.2M |
| Aries Wealth Management | 0001729515 | May 3, 2024 | 210 | $310.3M |
| Family Investment Center, Inc. | 0001897700 | Apr 22, 2024 | 79 | $310.4M |
| WealthTrust Axiom LLC | 0001425949 | May 10, 2024 | 262 | $310.5M |
| Keating Investment Counselors Inc. | 0001020580 | May 7, 2024 | 80 | $310.5M |
| Avalon Global Asset Management LLC | 0001314273 | May 15, 2024 | 30 | $310.5M |
| Davidson Capital Management Inc. | 0001808748 | May 6, 2024 | 94 | $310.6M |
| TSP Capital Management Group, LLC | 0001317208 | Apr 30, 2024 | 48 | $310.7M |
| Claar Advisors LLC | 0001593410 | May 15, 2024 | 25 | $310.7M |
| Lantz Financial LLC | 0001766883 | Apr 10, 2024 | 206 | $310.7M |
| G2 Capital Management, LLC / Oh | 0001910858 | May 10, 2024 | 65 | $310.8M |
| Ghost Tree Capital, LLC | 0001595851 | May 15, 2024 | 65 | $311.1M |
| Whitcomb & Hess, Inc. | 0001813577 | Apr 15, 2024 | 51 | $311.2M |
| Hillman Capital Management, Inc. | 0001314620 | May 15, 2024 | 52 | $311.2M |
| SW Investment Management LLC | 0001824821 | May 15, 2024 | 12 | $311.2M |
| Coston, McIsaac & Partners | 0001945037 | Apr 17, 2024 | 829 | $311.3M |
| BCS Wealth Management | 0001798172 | Apr 10, 2024 | 235 | $311.7M |
| Summit Rock Advisors, LP | 0001540951 | May 8, 2024 | 9 | $311.8M |
| Hamel Associates, Inc. | 0001599760 | Apr 23, 2024 | 71 | $311.8M |
| Buckley Wealth Management, LLC | 0001730126 | Apr 16, 2024 | 105 | $311.9M |
| Bridge Creek Capital Management LLC | 0001670903 | Apr 11, 2024 | 98 | $312.2M |
| Morgan Dempsey Capital Management LLC | 0001050463 | May 2, 2024 | 85 | $312.3M |
| Northwest Capital Management Inc | 0001730404 | Apr 9, 2024 | 557 | $312.5M |
| Georgetown University | 0001730469 | May 13, 2024 | 19 | $312.7M |
| Praetorian PR LLC | 0001949877 | May 15, 2024 | 20 | $312.9M |