| Capital Impact Advisors, LLC | 0001602198 | May 15, 2026 | 30 | $247.5M |
| Montz Harcus Wealth Management LLC | 0001918613 | Apr 29, 2026 | 93 | $247.6M |
| AXS Investments LLC | 0001801467 | May 6, 2026 | 189 | $247.6M |
| Intrepid Financial Planning Group LLC | 0001641296 | May 13, 2026 | 125 | $247.8M |
| Oxford Asset Management LLP | 0001438284 | May 15, 2026 | 459 | $247.8M |
| Towerpoint Wealth, LLC | 0001731445 | Apr 8, 2026 | 93 | $247.8M |
| Avalon Advisory Group | 0001802119 | Apr 22, 2026 | 12 | $247.9M |
| Greykasell Wealth Strategies, Inc. | 0002041220 | May 7, 2026 | 567 | $248.0M |
| Mount Capital Ltd | 0001896379 | May 14, 2026 | 18 | $248.2M |
| FSA Investment Group, LLC | 0002051584 | Apr 22, 2026 | 45 | $248.4M |
| Dupree Financial Group, LLC | 0001989251 | Apr 23, 2026 | 71 | $248.5M |
| Deane Retirement Strategies, Inc. | 0001659346 | Apr 7, 2026 | 57 | $248.6M |
| Tumwater Wealth Management, LLC | 0002034579 | Apr 21, 2026 | 34 | $248.6M |
| Tabor Asset Management, LP | 0001834780 | May 15, 2026 | 39 | $248.7M |
| Murchinson Ltd. | 0001838556 | May 15, 2026 | 60 | $248.8M |
| Financial Guidance Group, Inc. | 0001929349 | Apr 23, 2026 | 89 | $248.8M |
| Dopkins Wealth Management, LLC | 0001904152 | Apr 20, 2026 | 92 | $248.9M |
| Buska Wealth Management, LLC | 0001910503 | Apr 13, 2026 | 74 | $248.9M |
| Step Capital Management Pte. Ltd. | 0002091341 | May 12, 2026 | 27 | $249.1M |
| Emprise Bank | 0002018815 | Apr 20, 2026 | 107 | $249.1M |
| Fidelity D & D Bancorp Inc. | 0001098151 | Apr 30, 2026 | 107 | $249.4M |
| Skaana Management L.P. | 0001860998 | May 11, 2026 | 106 | $249.5M |
| Porter White Investment Advisors, Inc. | 0001612457 | May 13, 2026 | 40 | $249.7M |
| Bigelow Investment Advisors, LLC | 0001729516 | Apr 23, 2026 | 153 | $249.8M |
| TMT General Partner Ltd | 0001847582 | May 8, 2026 | 3 | $249.9M |
| Squadron Capital Management LLC | 0002050709 | May 15, 2026 | 30 | $250.0M |
| VPR Management LLC | 0001894203 | May 15, 2026 | 65 | $250.2M |
| Parker Financial LLC | 0001965668 | Apr 21, 2026 | 37 | $250.3M |
| Chicago Wealth Management, Inc. | 0001592178 | May 12, 2026 | 59 | $250.5M |
| Boulder Wealth Advisors, LLC | 0001874080 | May 8, 2026 | 32 | $250.5M |
| Essex Woodlands Management, Inc. | 0001542339 | May 4, 2026 | 5 | $250.5M |
| REDW Wealth LLC | 0001688931 | May 8, 2026 | 99 | $250.7M |
| Quad-Cities Investment Group, LLC | 0001741426 | Apr 21, 2026 | 200 | $250.9M |
| TrueWealth Financial Partners | 0001908108 | May 20, 2026 | 66 | $250.9M |
| M37 Management LP | 0002056045 | May 15, 2026 | 12 | $250.9M |
| Hubbell Strickland Wealth Management, LLC | 0001791555 | Apr 29, 2026 | 83 | $250.9M |
| Bayshore Asset Management, LLC | 0001906790 | Apr 24, 2026 | 40 | $251.2M |
| Washington State Investment Board | 0000943712 | May 5, 2026 | 2 | $251.2M |
| Vermillion Wealth Management, Inc. | 0001737012 | Apr 17, 2026 | 1,562 | $251.2M |
| Weik Capital Management | 0001278793 | May 12, 2026 | 90 | $251.3M |
| Hapanowicz & Associates Financial Services, Inc | 0001695959 | Apr 28, 2026 | 31 | $251.4M |
| Ducere Wealth Management LLC | 0002083656 | May 11, 2026 | 126 | $251.5M |
| Wetzel Investment Advisors, Inc. | 0002009211 | Apr 22, 2026 | 131 | $251.5M |
| Trustees of Dartmouth College | 0001599404 | May 14, 2026 | 11 | $251.6M |
| Seneca House Advisors | 0001731359 | May 1, 2026 | 96 | $251.7M |
| Carnegie Lake Advisors LLC | 0002043591 | Apr 29, 2026 | 166 | $251.7M |
| Invenio Wealth Partners LLC | 0001989341 | Apr 14, 2026 | 89 | $251.9M |
| Silver Lake Advisory, LLC | 0001596055 | Apr 27, 2026 | 103 | $252.0M |
| Meramec Financial Planners, LLC | 0002100778 | Apr 27, 2026 | 520 | $252.1M |
| PJT Investments Corp. | 0002080606 | May 14, 2026 | 8 | $252.3M |
| Lodestone Wealth Management LLC | 0001950158 | May 1, 2026 | 781 | $252.3M |
| Ruggaard & Associates LLC | 0001971230 | May 26, 2026 | 122 | $252.4M |
| Stonehearth Capital Management, LLC | 0001550191 | Apr 17, 2026 | 96 | $252.5M |
| FFG Partners, LLC | 0002045972 | Apr 17, 2026 | 35 | $252.6M |
| O'ROURKE & COMPANY, Inc | 0001911468 | May 14, 2026 | 171 | $252.6M |
| Shira Ridge Wealth Management | 0001961210 | Apr 13, 2026 | 79 | $252.7M |
| Naspers Ltd. | 0001106051 | May 13, 2026 | 3 | $252.9M |
| DLK Investment Management, LLC | 0002016793 | Apr 15, 2026 | 92 | $252.9M |
| Advisor Resource Council | 0001820879 | May 7, 2026 | 228 | $252.9M |
| Beach Point Capital Management LP | 0001453885 | Apr 20, 2026 | 8 | $253.0M |
| Jupiter Wealth Management LLC | 0001774207 | May 14, 2026 | 90 | $253.0M |
| Avos Capital Management, LLC | 0001948622 | May 15, 2026 | 29 | $253.0M |
| 5T Wealth, LLC | 0002039313 | Apr 13, 2026 | 129 | $253.1M |
| Carlson Capital, L.P. | 0001056973 | May 28, 2026 | 66 | $253.1M |
| Phoenix Wealth Advisors | 0001842362 | Apr 22, 2026 | 126 | $253.2M |
| Shore Point Advisors, LLC | 0001907092 | Apr 8, 2026 | 76 | $253.2M |
| TL Private Wealth | 0001802868 | Apr 13, 2026 | 44 | $253.4M |
| MorganRosel Wealth Management, LLC | 0001753218 | May 7, 2026 | 103 | $253.5M |
| Eagle Capital Management, LLC | 0001600746 | Apr 20, 2026 | 49 | $253.7M |
| Islander Capital Partners, L.P. | 0002081714 | May 15, 2026 | 15 | $253.7M |
| Sellwood Investment Partners LLC | 0001763958 | Apr 23, 2026 | 59 | $253.8M |
| Madden Advisory Services, Inc. | 0001542284 | May 11, 2026 | 108 | $253.9M |
| Selby Wealth Management, LLC | 0002110725 | Apr 9, 2026 | 81 | $253.9M |
| Lhm, Inc. | 0002009224 | May 14, 2026 | 22 | $254.0M |
| Wealth Quarterback LLC | 0001803386 | Apr 9, 2026 | 163 | $254.0M |
| Scoggin Management LP | 0001086416 | May 15, 2026 | 30 | $254.0M |
| Alta Fundamental Advisers LLC | 0001641604 | May 5, 2026 | 21 | $254.1M |
| Torque Asset Management LLC | 0002011256 | May 15, 2026 | 12 | $254.1M |
| 1776 Wealth LLC | 0001803140 | May 8, 2026 | 146 | $254.3M |
| LifePlan Investment Advisors, Inc. | 0002045484 | May 14, 2026 | 122 | $254.5M |
| First Financial Corp. | 0000714562 | Apr 7, 2026 | 303 | $254.5M |
| Integrity Wealth Solutions LLC | 0002006918 | May 4, 2026 | 130 | $254.5M |
| Tenon Financial LLC | 0002020781 | Apr 21, 2026 | 54 | $254.6M |
| Left Brain Wealth Management, LLC | 0001957370 | Apr 30, 2026 | 79 | $254.6M |
| Incline Global Management LLC | 0001567195 | May 15, 2026 | 24 | $254.6M |
| Choice Wealth Advisors LLC | 0001842357 | Apr 9, 2026 | 35 | $254.8M |
| Westwood Wealth Management | 0001861125 | May 11, 2026 | 42 | $254.8M |
| Tiemann Investment Advisors, LLC | 0001575151 | May 13, 2026 | 204 | $255.0M |
| Garner Asset Management Corp | 0001714093 | Apr 29, 2026 | 156 | $255.0M |
| Long Road Investment Counsel, LLC | 0001620081 | May 8, 2026 | 78 | $255.0M |
| Wrenne Financial Planning LLC | 0002023054 | May 15, 2026 | 49 | $255.0M |
| Palisades Investment Partners, LLC | 0001427373 | Apr 30, 2026 | 51 | $255.1M |
| Juno Financial Group LLC | 0002106874 | May 6, 2026 | 70 | $255.1M |
| Element Capital Management LLC | 0001535630 | May 12, 2026 | 34 | $255.1M |
| Caldwell Investment Management Ltd. | 0001904373 | May 14, 2026 | 57 | $255.2M |
| 2Xideas AG | 0001843587 | May 11, 2026 | 47 | $255.3M |
| Kennedy Investment Group, Inc. | 0001978005 | Apr 22, 2026 | 135 | $255.3M |
| Agate Pass Investment Management, LLC | 0001900409 | Apr 7, 2026 | 105 | $255.5M |
| Western Financial Corp | 0001954480 | Apr 23, 2026 | 127 | $255.5M |
| Cumberland Advisors Inc. | 0001255435 | Apr 27, 2026 | 48 | $255.5M |