| BlackBarn Capital Partners LP | 0002010204 | Aug 14, 2025 | 20 | $301.8M |
| Lhm, Inc. | 0002009224 | Aug 14, 2025 | 21 | $301.8M |
| McMill Wealth Management | 0002056447 | Aug 4, 2025 | 50 | $301.9M |
| Anfield Capital Management, LLC | 0001602020 | Aug 11, 2025 | 523 | $302.1M |
| Fortitude Family Office, LLC | 0001950506 | Jul 15, 2025 | 2,023 | $302.2M |
| Norman Fields, Gottscho Capital Management, LLC | 0001352449 | Jul 9, 2025 | 64 | $302.2M |
| Ikarian Capital, LLC | 0001778253 | Aug 14, 2025 | 103 | $302.2M |
| Manske Wealth Management | 0002095143 | Nov 12, 2025 | 199 | $302.2M |
| Schorn Wealth LLC | 0001792851 | Jul 30, 2025 | 77 | $302.3M |
| Indiana Trust & Investment Management Co | 0001356407 | Jul 23, 2025 | 481 | $302.3M |
| Hall Laurie J Trustee | 0001388382 | Jul 15, 2025 | 112 | $302.4M |
| Benchmark Financial Wealth Advisors, LLC | 0001757706 | Aug 5, 2025 | 117 | $302.5M |
| Shayne & Jacobs, LLC | 0001484085 | Jul 24, 2025 | 93 | $302.5M |
| Bayberry Capital Partners LP | 0001771524 | Aug 14, 2025 | 22 | $302.7M |
| VSM Wealth Advisory, LLC | 0002050660 | Aug 11, 2025 | 516 | $302.7M |
| Palo Duro Investment Partners, LP | 0001977128 | Aug 14, 2025 | 23 | $302.9M |
| Old West Investment Management, LLC | 0001549358 | Aug 8, 2025 | 62 | $303.3M |
| MGB Wealth Management, LLC | 0002015822 | Aug 14, 2025 | 305 | $303.5M |
| May Hill Capital, LLC | 0002056340 | Aug 1, 2025 | 205 | $303.7M |
| Valueworks LLC | 0001282189 | Aug 12, 2025 | 34 | $303.8M |
| Elite Wealth Management, Inc. | 0001622757 | Jul 24, 2025 | 31 | $304.1M |
| Plan Group Financial, LLC | 0001940033 | Aug 13, 2025 | 159 | $304.1M |
| Red Wave Investments LLC | 0001846493 | Jul 31, 2025 | 109 | $304.1M |
| Henry James International Management Inc. | 0001750423 | Aug 14, 2025 | 95 | $304.1M |
| Cypress Financial Planning LLC | 0001937021 | Jul 11, 2025 | 80 | $304.4M |
| Stolper Co | 0001808195 | Jul 10, 2025 | 89 | $304.4M |
| Oxford Asset Management LLP | 0001438284 | Aug 14, 2025 | 508 | $304.5M |
| Comprehensive Financial Consultants Institutional, Inc. | 0001915714 | Jul 22, 2025 | 182 | $304.7M |
| TTP Investments, Inc. | 0001682576 | Jul 11, 2025 | 48 | $304.8M |
| Accretive Wealth Partners, LLC | 0001844444 | Jul 29, 2025 | 149 | $305.0M |
| Morling Financial Advisors, LLC | 0001905198 | Aug 11, 2025 | 101 | $305.0M |
| Congress Park Capital LLC | 0001730945 | Jul 11, 2025 | 119 | $305.0M |
| Impact Capital Partners LLC | 0002054916 | Jul 18, 2025 | 263 | $305.1M |
| Fiduciary Family Office, LLC | 0002020280 | Jul 30, 2025 | 187 | $305.4M |
| Kaydan Wealth Management, Inc. | 0001964532 | Jul 11, 2025 | 112 | $305.4M |
| Bonness Enterprises Inc. | 0001105471 | Jul 16, 2025 | 38 | $305.4M |
| Mindset Wealth Management, LLC | 0002044232 | Aug 11, 2025 | 153 | $305.5M |
| Cadent Capital Advisors, LLC | 0001803536 | Jul 16, 2025 | 154 | $305.6M |
| Cornell Pochily Investment Advisors, Inc. | 0001736260 | Jul 21, 2025 | 178 | $305.7M |
| Euclidean Capital LLC | 0001825034 | Aug 14, 2025 | 11 | $305.7M |
| O'Brien Greene & Co. Inc | 0001768635 | Aug 6, 2025 | 136 | $305.7M |
| Libra Wealth LLC | 0001925385 | Jul 25, 2025 | 69 | $305.8M |
| Provident Wealth Management, LLC | 0001799797 | Jul 18, 2025 | 137 | $305.8M |
| Sector Gamma As | 0001475373 | Jul 31, 2025 | 38 | $305.9M |
| Missouri Trust & Investment Co | 0001908186 | Jul 15, 2025 | 426 | $306.1M |
| Graybill Wealth Management, LTD. | 0001252007 | Jul 31, 2025 | 79 | $306.2M |
| Gunma Bank,Ltd. | 0001549449 | Jul 15, 2025 | 30 | $306.3M |
| Walled Lake Planning & Wealth Management, LLC | 0001812177 | Aug 12, 2025 | 141 | $306.5M |
| Somerset Trust Co | 0001597099 | Jul 7, 2025 | 183 | $306.8M |
| Harber Asset Management LLC | 0001387921 | Aug 14, 2025 | 35 | $306.9M |
| Gilliland Jeter Wealth Management LLC | 0002009886 | Jul 24, 2025 | 178 | $307.1M |
| Next Level Private LLC | 0001910366 | Jul 8, 2025 | 150 | $307.2M |
| Nixon Capital, LLC | 0001846352 | Aug 4, 2025 | 24 | $307.3M |
| Main Street Group, LTD | 0001965796 | Jul 15, 2025 | 813 | $307.4M |
| Field & Main Bank | 0001594492 | Aug 4, 2025 | 239 | $307.4M |
| Absolute Gestao de Investimentos Ltda. | 0001622610 | Aug 11, 2025 | 52 | $307.5M |
| Family Legacy, Inc. | 0001706016 | Jul 23, 2025 | 121 | $307.5M |
| Naman Capital Ltda | 0001946136 | Aug 14, 2025 | 13 | $307.7M |
| Joule Financial, LLC | 0001929070 | Jul 22, 2025 | 108 | $308.0M |
| Precision Wealth Strategies, LLC | 0001844197 | Jul 18, 2025 | 177 | $308.1M |
| Steph & Co. | 0000941519 | Jul 16, 2025 | 296 | $308.3M |
| Beirne Wealth Consulting Services, LLC | 0001697303 | Aug 4, 2025 | 103 | $308.4M |
| Marks Wealth, LLC | 0001838660 | Jul 18, 2025 | 22 | $308.4M |
| WealthBridge Investment Counsel Inc. | 0001799425 | Jul 11, 2025 | 47 | $308.4M |
| Bruce & Co., Inc. | 0001358331 | Aug 14, 2025 | 41 | $308.5M |
| Raine Capital LLC | 0001631543 | Aug 14, 2025 | 4 | $308.6M |
| Permit Capital, LLC | 0001313978 | Aug 6, 2025 | 20 | $308.8M |
| Twin Peaks Wealth Advisors, LLC | 0002006218 | Aug 13, 2025 | 2,273 | $308.8M |
| Life Line Wealth Management LLC | 0002035872 | Jul 7, 2025 | 35 | $308.8M |
| Quantum Private Wealth, LLC | 0001929662 | Aug 12, 2025 | 170 | $308.9M |
| Pathway Financial Advisers, LLC | 0002024152 | Aug 21, 2025 | 163 | $308.9M |
| Heritage Wealth Management, Inc. | 0001944755 | Aug 14, 2025 | 239 | $309.0M |
| Evernest Financial Advisors, LLC | 0002009530 | Jul 28, 2025 | 171 | $309.0M |
| TMT General Partner Ltd | 0001847582 | Aug 4, 2025 | 3 | $309.1M |
| Tactive Advisors, LLC | 0002002409 | Aug 18, 2025 | 228 | $309.3M |
| Hixon Zuercher, LLC | 0001806752 | Jul 31, 2025 | 78 | $309.5M |
| Ancient Art, L.P. | 0001426749 | Aug 14, 2025 | 15 | $309.6M |
| Axq Capital, LP | 0001916908 | Aug 12, 2025 | 547 | $309.7M |
| Aquamarine Capital (Aquamarine Zurich) | 0001953324 | Jul 18, 2025 | 14 | $309.8M |
| Blue Owl Capital Holdings LP | 0001858703 | Aug 11, 2025 | 72 | $309.9M |
| Punch Card Management L.P. | 0001631664 | Aug 14, 2025 | 6 | $309.9M |
| Segra Capital Management, LLC | 0001607512 | Aug 14, 2025 | 8 | $310.0M |
| Fortem Financial Group, LLC | 0001766509 | Aug 12, 2025 | 171 | $310.1M |
| First Washington CORP | 0001390043 | Aug 12, 2025 | 53 | $310.2M |
| Tidemark, LLC | 0002009591 | Aug 11, 2025 | 693 | $310.2M |
| Mount Capital Ltd | 0001896379 | Aug 13, 2025 | 18 | $310.2M |
| FIFTHDELTA Ltd | 0001872766 | Aug 14, 2025 | 9 | $310.4M |
| Stempoint Capital LP | 0001952142 | Aug 14, 2025 | 50 | $310.6M |
| Tikvah Management LLC | 0001606477 | Aug 14, 2025 | 22 | $310.7M |
| Glassy Mountain Advisors, Inc. | 0001914617 | Jul 22, 2025 | 61 | $310.7M |
| Gill Capital Partners, LLC | 0000729563 | Jul 31, 2025 | 145 | $310.8M |
| JRM Investment Counsel, LLC | 0001631084 | Aug 13, 2025 | 20 | $311.1M |
| Bard Associates Inc. | 0001105907 | Aug 5, 2025 | 173 | $311.1M |
| Matthew 25 Management Corp | 0001351431 | Aug 6, 2025 | 20 | $311.2M |
| Granite Bay Wealth Management, LLC | 0001911472 | Jul 8, 2025 | 69 | $311.2M |
| Atlas Brown,Inc. | 0001388168 | Jul 8, 2025 | 222 | $311.5M |
| Highland Financial Advisors, LLC | 0001939237 | Jul 15, 2025 | 54 | $311.5M |
| ARK & TLK Investments, LLC | 0002013188 | Aug 13, 2025 | 116 | $311.6M |
| Golden Reserve Retirement LLC | 0002066488 | Jul 23, 2025 | 18 | $311.6M |
| Blueprint Financial Advisors LLC | 0002054129 | Aug 12, 2025 | 57 | $312.0M |