| Sequent Planning LLC | 0002009724 | May 13, 2025 | 146 | $277.8M |
| Millstreet Capital Management LLC | 0001590729 | May 15, 2025 | 2 | $277.8M |
| Denver PWM, LLC | 0001657980 | May 7, 2025 | 70 | $277.9M |
| Bandera Partners LLC | 0001399386 | May 13, 2025 | 18 | $277.9M |
| Steph & Co. | 0000941519 | Apr 23, 2025 | 260 | $278.2M |
| VSM Wealth Advisory, LLC | 0002050660 | May 6, 2025 | 497 | $278.3M |
| Sea Cliff Partners Management, LP | 0002011655 | May 14, 2025 | 15 | $278.4M |
| Beta Wealth Group, Inc. | 0001594417 | May 9, 2025 | 105 | $278.4M |
| Evernest Financial Advisors, LLC | 0002009530 | May 12, 2025 | 148 | $278.6M |
| Acima Private Wealth, LLC | 0001761961 | May 9, 2025 | 180 | $278.7M |
| Camrose Capital Investment Partners LLP | 0002040608 | May 15, 2025 | 9 | $278.8M |
| Red Wave Investments LLC | 0001846493 | May 2, 2025 | 98 | $278.8M |
| Family Capital Trust Co | 0001123320 | Apr 25, 2025 | 62 | $278.9M |
| Redwood Grove Capital, LLC | 0001691170 | May 15, 2025 | 23 | $278.9M |
| SMART Wealth LLC | 0002044723 | Apr 29, 2025 | 153 | $279.1M |
| Lynx1 Capital Management LP | 0001910456 | May 15, 2025 | 14 | $279.2M |
| Highland Financial Advisors, LLC | 0001939237 | Apr 8, 2025 | 53 | $279.6M |
| Fortitude Family Office, LLC | 0001950506 | Apr 16, 2025 | 1,145 | $279.6M |
| Newton One Investments LLC | 0001842787 | Apr 21, 2025 | 118 | $279.6M |
| Bill Few Associates, Inc. | 0001914644 | May 12, 2025 | 174 | $279.8M |
| Plan Group Financial, LLC | 0001940033 | May 9, 2025 | 148 | $280.1M |
| Hall Laurie J Trustee | 0001388382 | May 15, 2025 | 110 | $280.3M |
| Chesapeake Wealth Management | 0001730383 | May 8, 2025 | 155 | $280.3M |
| Seaside Wealth Management, Inc. | 0001929977 | May 2, 2025 | 59 | $280.3M |
| Seven Springs Wealth Group, LLC | 0001803898 | May 15, 2025 | 81 | $280.5M |
| HAP Trading, LLC | 0001484972 | May 14, 2025 | 109 | $280.7M |
| Beirne Wealth Consulting Services, LLC | 0001697303 | May 1, 2025 | 102 | $280.7M |
| Somerset Trust Co | 0001597099 | Apr 8, 2025 | 168 | $280.8M |
| HGC Investment Management Inc. | 0001711200 | May 15, 2025 | 78 | $280.9M |
| Valley Forge Investment Consultants Inc. Adv | 0000920655 | May 8, 2025 | 85 | $280.9M |
| Cedar Wealth Management, LLC | 0001665642 | May 9, 2025 | 195 | $281.1M |
| Comprehensive Financial Consultants Institutional, Inc. | 0001915714 | May 15, 2025 | 175 | $281.3M |
| Beach Point Capital Management LP | 0001453885 | May 13, 2025 | 9 | $281.4M |
| Westbourne Investment Advisors, Inc. | 0001650092 | Apr 30, 2025 | 83 | $281.5M |
| Walled Lake Planning & Wealth Management, LLC | 0001812177 | May 8, 2025 | 133 | $281.6M |
| Pacifica Capital Investments, LLC | 0001486713 | May 15, 2025 | 14 | $281.6M |
| MYDA Advisors LLC | 0001589689 | May 14, 2025 | 102 | $281.7M |
| Whitegate Investment Counselors, Inc. | 0001667102 | Apr 28, 2025 | 66 | $281.8M |
| Custos Family Office, LLC | 0001904423 | Apr 25, 2025 | 67 | $281.9M |
| Permit Capital, LLC | 0001313978 | May 14, 2025 | 20 | $282.1M |
| Glassy Mountain Advisors, Inc. | 0001914617 | Apr 28, 2025 | 62 | $282.3M |
| Avanda Investment Management Pte. Ltd. | 0001650258 | May 15, 2025 | 26 | $282.3M |
| East Coast Asset Management, LLC. | 0001579254 | May 15, 2025 | 69 | $282.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0001697375 | Apr 25, 2025 | 405 | $282.4M |
| Meteora Capital, LLC | 0001905106 | May 15, 2025 | 144 | $282.4M |
| WJ Wealth Management, LLC | 0001801674 | Apr 25, 2025 | 80 | $282.7M |
| Borer Denton & Associates, Inc. | 0001993607 | May 15, 2025 | 59 | $282.7M |
| Gilliland Jeter Wealth Management LLC | 0002009886 | Apr 30, 2025 | 176 | $282.9M |
| Advyzon Investment Management, LLC | 0002011872 | May 9, 2025 | 284 | $282.9M |
| Accretive Wealth Partners, LLC | 0001844444 | May 7, 2025 | 141 | $283.1M |
| Rede Wealth, LLC | 0001842054 | May 14, 2025 | 105 | $283.1M |
| Field & Main Bank | 0001594492 | Apr 23, 2025 | 242 | $283.2M |
| Compass Rose Asset Management, LP | 0001758811 | May 14, 2025 | 18 | $283.2M |
| CJM Wealth Advisers, Ltd. | 0001992748 | Apr 14, 2025 | 67 | $283.2M |
| Sandbox Financial Partners, LLC | 0001844892 | Apr 11, 2025 | 109 | $283.2M |
| Olde Wealth Management, LLC | 0001840760 | Apr 29, 2025 | 322 | $283.3M |
| Cisco Systems, Inc. | 0000858877 | Jul 11, 2025 | 3 | $283.3M |
| Rockport Wealth LLC | 0002022866 | May 15, 2025 | 42 | $283.4M |
| TriaGen Wealth Management LLC | 0001843848 | May 13, 2025 | 166 | $283.6M |
| Hixon Zuercher, LLC | 0001806752 | Apr 25, 2025 | 80 | $283.6M |
| ARK & TLK Investments, LLC | 0002013188 | May 1, 2025 | 112 | $283.8M |
| Princeton Capital Management LLC | 0001167026 | May 6, 2025 | 120 | $284.1M |
| CV Advisors LLC | 0001872254 | Apr 22, 2025 | 36 | $284.3M |
| Cornell Pochily Investment Advisors, Inc. | 0001736260 | Apr 17, 2025 | 165 | $284.4M |
| Yiheng Capital Management, L.P. | 0001447228 | May 16, 2025 | 21 | $284.5M |
| Nicollet Investment Management, Inc. | 0001729048 | May 12, 2025 | 70 | $284.5M |
| Oxler Private Wealth LLC | 0001846002 | May 7, 2025 | 85 | $284.6M |
| Towne Trust Company, N.A | 0001102256 | May 13, 2025 | 347 | $284.9M |
| Missouri Trust & Investment Co | 0001908186 | Apr 17, 2025 | 414 | $284.9M |
| First Washington CORP | 0001390043 | May 14, 2025 | 57 | $284.9M |
| Joule Financial, LLC | 0001929070 | Apr 11, 2025 | 103 | $284.9M |
| Atlas Brown,Inc. | 0001388168 | Apr 8, 2025 | 213 | $285.0M |
| KFA Private Wealth Group, LLC | 0001800556 | May 7, 2025 | 114 | $285.8M |
| White Mountains Insurance Group Ltd. | 0000776867 | May 12, 2025 | 2 | $285.9M |
| Vectors Research Management, LLC | 0001750557 | Apr 23, 2025 | 116 | $285.9M |
| Hendley & Co. Inc. | 0001084207 | Apr 29, 2025 | 51 | $286.0M |
| Equita Financial Network, Inc. | 0001994461 | Apr 28, 2025 | 86 | $286.2M |
| Prime Buchholz LLC | 0002051999 | May 9, 2025 | 23 | $286.2M |
| Weybosset Research & Management LLC | 0001280604 | Apr 9, 2025 | 34 | $286.2M |
| AIMZ Investment Advisors, LLC | 0001630365 | May 14, 2025 | 125 | $286.4M |
| PCG Wealth Advisors, LLC | 0001905393 | May 5, 2025 | 133 | $286.6M |
| Seascape Capital Management | 0001418342 | Apr 29, 2025 | 100 | $286.7M |
| USAdvisors Wealth Management, LLC | 0001735605 | May 6, 2025 | 138 | $286.8M |
| Aft, Forsyth & Sober, LLC | 0001566801 | May 12, 2025 | 70 | $286.8M |
| CIBRA Capital Ltd | 0002060725 | Apr 28, 2025 | 24 | $287.1M |
| Legacy Capital Group California, Inc. | 0001977092 | May 9, 2025 | 306 | $287.1M |
| Compass Advisory Group LLC | 0001720292 | May 13, 2025 | 75 | $287.2M |
| Sovereign Investment Advisors, LLC | 0001908165 | May 8, 2025 | 33 | $287.3M |
| Three Bridge Wealth Advisors, LLC | 0001950962 | May 6, 2025 | 84 | $287.4M |
| Cutler Capital Management, LLC | 0001353098 | May 14, 2025 | 117 | $287.5M |
| Kelly Financial Services LLC | 0002023336 | Apr 15, 2025 | 113 | $287.7M |
| Bcwm, LLC | 0001542165 | May 15, 2025 | 51 | $287.7M |
| Strategic Advocates LLC | 0001991340 | May 8, 2025 | 113 | $287.8M |
| Diana Davis Spencer Foundation | 0001633391 | May 9, 2025 | 4 | $287.8M |
| Granite Bay Wealth Management, LLC | 0001911472 | Apr 10, 2025 | 72 | $287.9M |
| CLG LLC | 0002059872 | Apr 21, 2025 | 120 | $288.1M |
| Aisling Capital Management LP | 0001766721 | May 13, 2025 | 13 | $288.5M |
| American Assets Inc. | 0000885118 | May 9, 2025 | 25 | $288.6M |
| Gill Capital Partners, LLC | 0000729563 | May 9, 2025 | 137 | $288.6M |
| White Pine Capital LLC | 0001137429 | May 13, 2025 | 225 | $288.7M |