| One Charles Private Wealth Services, LLC | 0001800938 | May 8, 2025 | 145 | $308.9M |
| Covenant Partners, LLC | 0001302739 | May 13, 2025 | 144 | $309.0M |
| Dagco, Inc. | 0001767343 | May 13, 2025 | 354 | $309.2M |
| Northcape Wealth Management, LLC | 0001902806 | Apr 25, 2025 | 131 | $309.5M |
| Legacy CG, LLC | 0001904825 | Apr 24, 2025 | 45 | $309.6M |
| Birinyi Associates Inc. | 0001079738 | May 5, 2025 | 56 | $309.6M |
| Quaker Capital Investments, LLC | 0001633648 | May 14, 2025 | 16 | $309.7M |
| D.B. Root & Company, LLC | 0001731717 | May 14, 2025 | 181 | $309.7M |
| Ayalon Insurance Comp Ltd. | 0001642216 | Apr 21, 2025 | 59 | $309.9M |
| Ratan Capital Management LP | 0001566887 | May 14, 2025 | 32 | $310.0M |
| Kraft, Davis & Associates, LLC | 0001919438 | Apr 24, 2025 | 126 | $310.1M |
| Blue Owl Capital Holdings LP | 0001858703 | May 15, 2025 | 73 | $310.1M |
| Crestview Partners IV GP, L.P. | 0001818687 | May 14, 2025 | 2 | $310.1M |
| Ami Investment Management Inc. | 0001122241 | Apr 11, 2025 | 68 | $310.2M |
| Sycale Advisors (NY) LLC | 0001811522 | May 15, 2025 | 22 | $310.2M |
| Mount Capital Ltd | 0001896379 | May 15, 2025 | 18 | $310.3M |
| Fischer Financial Services, Inc. | 0002064001 | May 7, 2025 | 63 | $310.4M |
| Flagstone Financial Management | 0001968890 | Apr 21, 2025 | 53 | $310.5M |
| LPWM LLC | 0001801101 | Apr 14, 2025 | 84 | $310.5M |
| Gunma Bank,Ltd. | 0001549449 | May 8, 2025 | 33 | $310.5M |
| Iyo Bank, Ltd. | 0001890435 | May 13, 2025 | 51 | $310.5M |
| Rovin Capital /Ut/ | 0001059057 | Apr 28, 2025 | 177 | $310.7M |
| Regimen Wealth, LLC | 0001963863 | May 14, 2025 | 65 | $311.1M |
| Syverson Strege & Co | 0001682057 | May 13, 2025 | 79 | $311.3M |
| Walmart Inc. | 0000104169 | May 16, 2025 | 2 | $311.4M |
| Measured Wealth Private Client Group, LLC | 0001720235 | May 12, 2025 | 170 | $311.5M |
| Iron Horse Wealth Management, LLC | 0001836270 | May 1, 2025 | 596 | $311.5M |
| Legacy Financial Group, Inc. | 0001965579 | May 1, 2025 | 82 | $311.5M |
| Kaydan Wealth Management, Inc. | 0001964532 | Apr 17, 2025 | 107 | $311.7M |
| Buckhead Capital Management LLC | 0001133999 | May 5, 2025 | 121 | $311.7M |
| Tetragon Partners GP Ltd | 0001515070 | May 15, 2025 | 30 | $311.8M |
| Bruce & Co., Inc. | 0001358331 | May 14, 2025 | 42 | $311.8M |
| Sector Gamma As | 0001475373 | May 13, 2025 | 33 | $312.2M |
| Garden State Investment Advisory Services LLC | 0001965351 | May 15, 2025 | 256 | $312.2M |
| Scott & Selber, Inc. | 0001315269 | Apr 24, 2025 | 88 | $312.3M |
| Brady Family Wealth, LLC | 0001971456 | Apr 21, 2025 | 113 | $312.6M |
| CM Wealth Advisors LLC | 0001764581 | Apr 24, 2025 | 86 | $312.7M |
| Aspen Capital Management, LLC | 0002065974 | May 5, 2025 | 66 | $312.7M |
| Infinitum Asset Management, LLC | 0002058093 | May 16, 2025 | 25 | $312.7M |
| Boyd Watterson Asset Management LLC | 0001121477 | May 6, 2025 | 429 | $312.8M |
| Magnitude Capital, LLC | 0001556278 | May 15, 2025 | 1 | $313.0M |
| Cardinal Strategic Wealth Guidance | 0001801989 | May 1, 2025 | 64 | $313.0M |
| Stempoint Capital LP | 0001952142 | May 15, 2025 | 52 | $313.1M |
| Integral Investment Advisors, Inc. | 0001902826 | Apr 15, 2025 | 154 | $313.3M |
| Fca Corp. | 0001166402 | May 13, 2025 | 179 | $313.6M |
| Ballast Advisors LLC | 0001803415 | May 7, 2025 | 164 | $313.8M |
| Bank of Stockton | 0001387723 | Apr 24, 2025 | 141 | $313.8M |
| Neo Ivy Capital Management | 0001727783 | May 6, 2025 | 270 | $314.2M |
| Core Wealth Advisors, Inc. | 0001770532 | May 15, 2025 | 69 | $314.3M |
| Physicians Financial Services, Inc. | 0001665518 | May 7, 2025 | 107 | $314.5M |
| Jackson Creek Investment Advisors LLC | 0001831003 | May 5, 2025 | 286 | $314.6M |
| Lion Street Advisors, LLC | 0001801991 | Apr 18, 2025 | 266 | $314.8M |
| Alfreton Capital LLP | 0001873435 | May 9, 2025 | 6 | $314.9M |
| Triune Financial Partners, LLC | 0002040393 | May 23, 2025 | 37 | $314.9M |
| Running Point Capital Advisors, LLC | 0001840629 | May 15, 2025 | 181 | $315.0M |
| Boussard & Gavaudan Investment Management LLP | 0001614986 | May 15, 2025 | 55 | $315.1M |
| Cypress Point Wealth Management, LLC | 0001825611 | Apr 16, 2025 | 68 | $315.3M |
| Donoghue Forlines LLC | 0001702435 | May 12, 2025 | 102 | $315.5M |
| Rinkey Investments | 0001730774 | May 15, 2025 | 95 | $315.7M |
| Passive Capital Management, LLC. | 0001958250 | May 7, 2025 | 83 | $315.8M |
| Quantedge Capital Pte Ltd | 0001561418 | May 15, 2025 | 109 | $316.1M |
| Bay Harbor Wealth Management, LLC | 0001767989 | May 12, 2025 | 1,150 | $316.2M |
| First International Bank & Trust | 0001910370 | May 12, 2025 | 70 | $316.2M |
| Generali Powszechne Towarzystwo Emerytalne | 0002042955 | May 9, 2025 | 28 | $316.3M |
| CWS Financial Advisors, LLC | 0001802459 | May 14, 2025 | 128 | $316.7M |
| Ewing Morris & Co. Investment Partners Ltd. | 0001846838 | May 15, 2025 | 98 | $316.8M |
| Prostatis Group LLC | 0001649186 | May 16, 2025 | 151 | $317.0M |
| Bridge Creek Capital Management LLC | 0001670903 | Apr 10, 2025 | 105 | $317.1M |
| Marshall Financial Group Inc. | 0000701189 | May 1, 2025 | 54 | $317.9M |
| Net Worth Advisory Group | 0001791998 | Apr 15, 2025 | 367 | $317.9M |
| PYA Waltman Capital, LLC | 0001800135 | May 1, 2025 | 75 | $318.1M |
| Brave Asset Management Inc. | 0001085867 | Apr 10, 2025 | 160 | $318.1M |
| University of Illinois Foundation | 0001994249 | May 9, 2025 | 7 | $318.2M |
| Riverview Capital Advisers, LLC | 0001962933 | May 13, 2025 | 88 | $318.2M |
| Adamsbrown Wealth Consultants LLC | 0001911244 | Apr 11, 2025 | 101 | $318.4M |
| Detalus Advisors, LLC | 0001799677 | Apr 28, 2025 | 161 | $318.4M |
| Oxbow Capital Management (HK) Ltd | 0001713269 | May 15, 2025 | 10 | $318.5M |
| Supplemental Annuity Collective Trust of NJ | 0001483065 | May 9, 2025 | 209 | $318.5M |
| Rialto Wealth Management, LLC | 0002054966 | Apr 10, 2025 | 994 | $318.6M |
| Iridian Asset Management LLC | 0001033427 | Apr 30, 2025 | 45 | $318.9M |
| PFW Advisors LLC | 0001989744 | Apr 14, 2025 | 121 | $319.0M |
| Buska Wealth Management, LLC | 0001910503 | Apr 9, 2025 | 64 | $319.1M |
| United Wealth Management, LLC | 0002055362 | May 1, 2025 | 21 | $319.3M |
| Prosperity Planning, Inc. | 0001843292 | Apr 11, 2025 | 104 | $319.4M |
| Landmark Investment Partners, L.P. | 0002023551 | May 15, 2025 | 22 | $319.5M |
| Wellington Shields & Co., LLC | 0001506073 | May 8, 2025 | 304 | $319.5M |
| Ruedi Wealth Management, Inc. | 0001940678 | Apr 23, 2025 | 332 | $319.6M |
| Centurion Wealth Management LLC | 0001951368 | Apr 16, 2025 | 214 | $319.7M |
| SW Investment Management LLC | 0001824821 | May 13, 2025 | 8 | $319.8M |
| Hurlow Wealth Management Group, Inc. | 0001747749 | May 8, 2025 | 120 | $319.9M |
| Kelly Financial Group LLC | 0001128066 | Apr 16, 2025 | 80 | $320.0M |
| Leading Edge Financial Planning LLC | 0001967205 | Apr 23, 2025 | 58 | $320.1M |
| Shilanski & Associates, Inc. | 0001722084 | Apr 25, 2025 | 104 | $320.5M |
| Colony Family Offices, LLC | 0001633573 | Apr 21, 2025 | 70 | $320.6M |
| Galibier Capital Management Ltd. | 0001765768 | Apr 30, 2025 | 37 | $320.6M |
| Gray Foundation | 0002011602 | May 7, 2025 | 11 | $320.7M |
| Kidder Stephen W | 0001314377 | May 6, 2025 | 70 | $320.8M |
| Xcel Wealth Management, LLC | 0001791002 | Apr 28, 2025 | 129 | $320.9M |
| Midwest Professional Planners, LTD. | 0001730575 | May 2, 2025 | 155 | $321.3M |
| Buckley Wealth Management, LLC | 0001730126 | May 15, 2025 | 96 | $321.5M |