| Triad Wealth Partners, LLC | 0002012717 | May 14, 2025 | 212 | $321.7M |
| Strata Wealth Advisors, LLC | 0001946237 | May 2, 2025 | 69 | $321.7M |
| Channel Wealth LLC | 0001975550 | Apr 10, 2025 | 167 | $321.7M |
| tru Independence LLC | 0001785445 | Apr 30, 2025 | 110 | $322.2M |
| Peterson Wealth Services | 0001906799 | May 5, 2025 | 206 | $322.8M |
| Meridian Management Co. | 0000806097 | May 7, 2025 | 71 | $322.9M |
| Windmill Hill Asset Management Ltd | 0001831132 | May 7, 2025 | 26 | $323.1M |
| MSH Capital Advisors LLC | 0002056306 | May 13, 2025 | 231 | $323.4M |
| Empire Financial Management Company, LLC | 0001971875 | May 14, 2025 | 197 | $323.6M |
| Mokosak Advisory Group, LLC | 0001713112 | Apr 23, 2025 | 34 | $323.9M |
| SRH Advisors, LLC | 0001512779 | May 5, 2025 | 269 | $323.9M |
| Caden Capital Partners, LP | 0001893767 | May 15, 2025 | 12 | $324.0M |
| RJA Asset Management LLC | 0001671817 | Apr 17, 2025 | 4 | $324.2M |
| Rock Point Advisors, LLC | 0001301540 | Apr 30, 2025 | 106 | $324.2M |
| Brooklyn FI, LLC | 0001916123 | May 13, 2025 | 66 | $324.2M |
| Roberts Wealth Advisors, LLC | 0001885319 | Apr 21, 2025 | 99 | $324.2M |
| All-Stars Investment Ltd | 0001633603 | Apr 30, 2025 | 3 | $324.3M |
| Opal Wealth Advisors, LLC | 0001844201 | Apr 16, 2025 | 531 | $324.4M |
| Proquility Private Wealth Partners, LLC | 0001844911 | May 15, 2025 | 82 | $324.5M |
| NovaPoint Capital, LLC | 0001815025 | Apr 28, 2025 | 137 | $324.5M |
| Haverford Financial Services, Inc. | 0001347683 | May 9, 2025 | 41 | $324.6M |
| Aquire Wealth Advisors, LLC | 0001745945 | May 9, 2025 | 48 | $324.9M |
| Maytus Capital Management, LLC | 0001708759 | May 15, 2025 | 57 | $325.0M |
| Prism Advisors, Inc. | 0001717027 | May 1, 2025 | 62 | $325.1M |
| Monument Capital Management | 0001729428 | Apr 25, 2025 | 193 | $325.3M |
| BCGM Wealth Management, LLC | 0001830467 | May 8, 2025 | 153 | $325.4M |
| Factor Wealth Management LTD | 0002055816 | Apr 28, 2025 | 141 | $325.6M |
| Mandatum Life Insurance Co Ltd | 0001664324 | May 5, 2025 | 74 | $325.7M |
| Ascentis Wealth Management, LLC | 0002032602 | Apr 21, 2025 | 757 | $325.7M |
| Ironwood Wealth Management, LLC. | 0001692820 | Apr 25, 2025 | 42 | $325.8M |
| Windsor Capital Management, LLC | 0001543100 | May 2, 2025 | 118 | $325.8M |
| GFG Capital, LLC | 0001638520 | Apr 30, 2025 | 106 | $326.2M |
| Summit Wealth & Retirement Planning, Inc. | 0001766995 | May 5, 2025 | 78 | $326.3M |
| Van Den Berg Management I, Inc. | 0001142062 | May 15, 2025 | 102 | $326.6M |
| Butensky & Cohen Financial Security, Inc. | 0001632802 | Apr 11, 2025 | 95 | $326.7M |
| Freedom Day Solutions, LLC | 0001467517 | May 1, 2025 | 95 | $326.8M |
| Atlantic Edge Private Wealth Management, LLC | 0002011145 | Apr 29, 2025 | 500 | $327.2M |
| Coyle Financial Counsel LLC | 0001593038 | May 1, 2025 | 76 | $327.4M |
| Guidance Capital, Inc. | 0001958743 | May 6, 2025 | 196 | $327.4M |
| Eldred Rock Partners, LLC | 0001984180 | Apr 9, 2025 | 29 | $327.5M |
| McCollum Christoferson Group LLC | 0001727573 | May 6, 2025 | 68 | $327.8M |
| Westmount Partners, LLC | 0002051491 | May 1, 2025 | 239 | $327.9M |
| Roberts Glore & Co. Inc. | 0001017115 | May 9, 2025 | 201 | $327.9M |
| Goodman Advisory Group, LLC | 0001864123 | May 15, 2025 | 181 | $328.0M |
| Stonehill Capital Management LLC | 0001266227 | May 15, 2025 | 12 | $328.0M |
| Hudson Capital Management LLC | 0001727342 | Apr 11, 2025 | 65 | $328.1M |
| Vista Investment Partners LLC | 0002023386 | Apr 17, 2025 | 154 | $328.1M |
| Saraza Management, LP | 0001894188 | May 14, 2025 | 21 | $328.3M |
| WealthTrust Axiom LLC | 0001425949 | May 14, 2025 | 255 | $328.4M |
| Capital Today Evergreen Fund, L.P. | 0001625502 | May 8, 2025 | 3 | $328.6M |
| Wendel SE | 0001721938 | May 1, 2025 | 1 | $328.7M |
| Allegiance Financial Group Advisory Services LLC | 0001964068 | May 5, 2025 | 140 | $328.7M |
| M. Kraus & Co | 0001593688 | Apr 17, 2025 | 80 | $328.8M |
| Boltwood Capital Management | 0001563690 | Apr 10, 2025 | 170 | $328.9M |
| Winmill & Co. Inc. | 0000052234 | May 14, 2025 | 57 | $329.0M |
| Cyrus Capital Partners, L.P. | 0001166564 | May 15, 2025 | 5 | $329.0M |
| Packer & Co Ltd | 0001664017 | Apr 22, 2025 | 10 | $329.2M |
| Portland Investment Counsel Inc. | 0001081668 | May 14, 2025 | 49 | $329.2M |
| Lead Edge Capital Management, LLC | 0001802797 | May 15, 2025 | 10 | $329.3M |
| MorganRosel Wealth Management, LLC | 0001753218 | Apr 25, 2025 | 351 | $329.4M |
| Virtus Wealth Solutions LLC | 0002045870 | Apr 23, 2025 | 38 | $329.5M |
| Global Wealth Strategies & Associates | 0001912297 | Apr 2, 2025 | 473 | $330.0M |
| Radcliff Management LLC | 0001911132 | May 15, 2025 | 1 | $330.0M |
| Beacon Financial Advisory LLC | 0001800502 | Apr 24, 2025 | 329 | $330.0M |
| G2 Capital Management, LLC / Oh | 0001910858 | Apr 23, 2025 | 64 | $330.1M |
| Wakefield Asset Management LLLP | 0001600435 | May 6, 2025 | 197 | $330.2M |
| Sio Capital Management, LLC | 0001482416 | May 15, 2025 | 53 | $330.2M |
| Whitcomb & Hess, Inc. | 0001813577 | Apr 8, 2025 | 54 | $330.3M |
| Steamboat Capital Partners, LLC | 0001635663 | May 15, 2025 | 55 | $330.6M |
| Apeiron RIA LLC | 0001801846 | May 29, 2025 | 199 | $330.7M |
| Nikulski Financial, Inc. | 0001729847 | May 1, 2025 | 137 | $330.8M |
| Polymer Capital Management (US) LLC | 0001973324 | May 15, 2025 | 469 | $330.9M |
| Palo Duro Investment Partners, LP | 0001977128 | May 15, 2025 | 21 | $330.9M |
| Keating Investment Counselors Inc. | 0001020580 | May 12, 2025 | 65 | $331.6M |
| Weaver Consulting Group | 0001780055 | Apr 28, 2025 | 222 | $332.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0000752365 | Apr 21, 2025 | 149 | $332.0M |
| ETF Portfolio Partners, Inc. | 0001635342 | Apr 9, 2025 | 64 | $332.3M |
| Pennant Investors, LP | 0001759176 | May 15, 2025 | 16 | $332.4M |
| Boxer Capital Management, LLC | 0002018299 | Feb 17, 2026 | 28 | $332.5M |
| Delta Air Lines, Inc. | 0000027904 | May 9, 2025 | 2 | $332.5M |
| Mattson Financial Services, LLC | 0002034595 | May 22, 2025 | 330 | $332.7M |
| Cincinnati Specialty Underwriters Insurance CO | 0001426763 | May 8, 2025 | 37 | $332.8M |
| AMJ Financial Wealth Management | 0001801585 | May 12, 2025 | 81 | $333.4M |
| LongView Wealth Management | 0001990190 | Apr 21, 2025 | 201 | $333.4M |
| Bridge City Capital, LLC | 0001713521 | Apr 14, 2025 | 105 | $333.4M |
| Old Mission Investment Co LLC | 0002149839 | Sep 16, 2026 | 122 | $333.5M |
| Mach-1 Financial Group, LLC | 0001843358 | May 14, 2025 | 238 | $333.5M |
| State of New Jersey Common Pension Fund E | 0001483260 | May 9, 2025 | 1 | $333.5M |
| Rovida Investment Management Ltd | 0002053064 | May 12, 2025 | 17 | $333.8M |
| Peak Financial Management, Inc. | 0001669662 | May 13, 2025 | 97 | $333.9M |
| M & L Capital Management Ltd | 0001927627 | Apr 7, 2025 | 18 | $334.0M |
| Jentner Corp | 0001695908 | May 15, 2025 | 53 | $334.1M |
| Inceptionr LLC | 0001821561 | May 12, 2025 | 517 | $334.6M |
| von Borstel & Associates, Inc. | 0002041065 | Apr 29, 2025 | 148 | $334.7M |
| Tema ETFs LLC | 0002056807 | May 14, 2025 | 147 | $334.7M |
| Tempus Wealth Planning, LLC | 0001806428 | May 6, 2025 | 252 | $334.8M |
| Wick Capital Partners, LLC | 0001904388 | May 15, 2025 | 102 | $334.8M |
| Shikiar Asset Management Inc. | 0001058022 | Apr 17, 2025 | 77 | $335.0M |
| Aspire Capital Advisors LLC | 0001906014 | Apr 22, 2025 | 91 | $335.0M |
| Weil Company, Inc. | 0001318011 | Apr 30, 2025 | 104 | $335.1M |