| Madrona Financial Services, LLC | 0001578370 | Apr 23, 2025 | 109 | $363.7M |
| GoalVest Advisory LLC | 0001839307 | Apr 7, 2025 | 503 | $363.7M |
| Fairvoy Private Wealth, LLC | 0002046607 | Apr 17, 2025 | 173 | $363.8M |
| Little House Capital LLC | 0001748814 | Apr 25, 2025 | 131 | $363.8M |
| M3F, Inc. | 0001511291 | May 14, 2025 | 31 | $363.8M |
| Kettle Hill Capital Management, LLC | 0001387369 | May 15, 2025 | 41 | $364.3M |
| Cordatus Wealth Management LLC | 0001715862 | May 8, 2025 | 148 | $364.4M |
| Capital City Trust Co. | 0001095836 | May 7, 2025 | 116 | $364.8M |
| UG Investment Advisers Ltd. | 0001697814 | Apr 22, 2025 | 12 | $365.1M |
| Warberg Asset Management LLC | 0001597506 | May 9, 2025 | 169 | $365.3M |
| PKS Advisory Services, LLC | 0001605401 | May 14, 2025 | 242 | $365.3M |
| Lantz Financial LLC | 0001766883 | Apr 8, 2025 | 222 | $365.4M |
| InvesTrust | 0002050848 | Apr 9, 2025 | 91 | $365.6M |
| Great Diamond Partners, LLC | 0001801112 | May 13, 2025 | 179 | $365.8M |
| Smith & Howard Wealth Management, LLC | 0001543991 | Apr 23, 2025 | 80 | $366.0M |
| Atlas Venture Advisors, Inc. | 0001767432 | May 8, 2025 | 4 | $366.0M |
| Newman Dignan & Sheerar, Inc. | 0001566493 | May 14, 2025 | 176 | $366.4M |
| Addison Advisors LLC | 0001843745 | May 12, 2025 | 839 | $366.5M |
| Ritter Daniher Financial Advisory LLC / DE | 0001936603 | May 9, 2025 | 310 | $366.6M |
| Global IMC LLC | 0001741619 | May 12, 2025 | 80 | $367.4M |
| Virtus Investment Advisers, LLC | 0000019481 | May 15, 2025 | 473 | $367.8M |
| Safeguard Investment Advisory Group, LLC | 0001846711 | May 15, 2025 | 141 | $368.0M |
| Louisbourg Investments Inc. | 0002053050 | Apr 17, 2025 | 180 | $368.0M |
| Magnolia Capital Advisors LLC | 0001803662 | May 13, 2025 | 226 | $368.1M |
| Sanchez Wealth Management Group | 0001697740 | Apr 16, 2025 | 46 | $368.2M |
| Aries Wealth Management | 0001729515 | Apr 17, 2025 | 226 | $368.3M |
| Twelve Points Wealth Management LLC | 0001877090 | Apr 30, 2025 | 176 | $368.6M |
| Davidson Capital Management Inc. | 0001808748 | Apr 21, 2025 | 82 | $368.8M |
| Park Place Capital Corp | 0001965810 | Apr 24, 2025 | 825 | $368.9M |
| BigSur Wealth Management LLC | 0001659171 | Apr 16, 2025 | 152 | $369.2M |
| Keystone Wealth Services, LLC | 0001866189 | Apr 17, 2025 | 268 | $369.4M |
| Bulldog Investors, LLP | 0001504304 | May 15, 2025 | 142 | $369.6M |
| Semmax Financial Advisors Inc. | 0001767301 | May 16, 2025 | 432 | $369.6M |
| Collective Family Office LLC | 0001845066 | Apr 3, 2025 | 157 | $370.0M |
| Stewardship Advisors, LLC | 0001733219 | Apr 17, 2025 | 146 | $370.0M |
| Monetary Management Group Inc. | 0001133014 | May 14, 2025 | 323 | $370.1M |
| Castle Rock Wealth Management, LLC | 0001727605 | Apr 9, 2025 | 225 | $370.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0001707856 | Apr 25, 2025 | 50 | $370.8M |
| Verum Partners LLC | 0001958984 | Apr 11, 2025 | 160 | $370.9M |
| Amansa Capital Pte. LTD. | 0001660773 | Apr 30, 2025 | 2 | $371.1M |
| Alliance Wealth Management Group | 0001623707 | May 8, 2025 | 83 | $371.3M |
| RS Crum Inc. | 0001401459 | Apr 17, 2025 | 88 | $371.4M |
| White Pine Investment CO | 0001318259 | Apr 23, 2025 | 64 | $371.4M |
| Akuna Securities LLC | 0001529090 | May 5, 2025 | 2 | $371.5M |
| Sherborne Investors Management LP | 0001406672 | May 1, 2025 | 1 | $372.0M |
| Hedeker Wealth, LLC | 0001633910 | May 6, 2025 | 87 | $372.0M |
| Turim 21 Investimentos Ltda. | 0001652174 | May 15, 2025 | 81 | $372.3M |
| Activest Wealth Management | 0001883134 | May 15, 2025 | 1,336 | $372.8M |
| Genworth Financial Inc | 0001276520 | Apr 23, 2025 | 2 | $372.9M |
| Tradewinds Capital Management, LLC | 0001616026 | Apr 25, 2025 | 665 | $373.1M |
| Eclectic Associates Inc. | 0000743482 | Apr 10, 2025 | 118 | $373.2M |
| Cypress Asset Management Inc. | 0001030618 | Aug 15, 2025 | 108 | $373.3M |
| Shakespeare Wealth Management, LLC | 0001658509 | May 15, 2025 | 96 | $373.5M |
| Wilson Asset Management (international) PTY Ltd. | 0001914472 | Apr 28, 2025 | 32 | $374.1M |
| Marion Wealth Management | 0001911097 | Apr 8, 2025 | 128 | $374.4M |
| Grey Fox Wealth Advisors, LLC | 0001965362 | May 2, 2025 | 129 | $374.9M |
| Timber Creek Capital Management LLC | 0001510848 | Apr 29, 2025 | 83 | $375.0M |
| Bleichroeder LP | 0001781002 | May 15, 2025 | 78 | $375.3M |
| Prevail Innovative Wealth Advisors, LLC | 0001989941 | May 2, 2025 | 168 | $375.4M |
| Weaver Capital Management LLC | 0001552247 | Apr 22, 2025 | 180 | $375.5M |
| Marathon Capital Management | 0001213206 | May 15, 2025 | 158 | $375.5M |
| Davis-Rea LTD. | 0001482171 | May 6, 2025 | 51 | $375.5M |
| Kiley Juergens Wealth Management, LLC | 0001723223 | Apr 21, 2025 | 73 | $376.0M |
| New Harbor Financial Group, LLC | 0001548577 | May 14, 2025 | 50 | $376.1M |
| Paradigm Asset Management Co. LLC | 0001034549 | May 6, 2025 | 510 | $376.2M |
| Barry Investment Advisors, LLC | 0001631639 | May 1, 2025 | 106 | $376.4M |
| H/2 Credit Manager LP | 0001813784 | May 15, 2025 | 16 | $376.5M |
| Nvwm, LLC | 0001697274 | May 7, 2025 | 665 | $376.5M |
| Gitterman Wealth Management, LLC | 0001861558 | May 14, 2025 | 131 | $376.5M |
| Greenstone Partners & Co., LLC | 0001845565 | May 14, 2025 | 10 | $376.7M |
| Roof Eidam Maycock Peralta, LLC | 0001028874 | May 9, 2025 | 121 | $376.9M |
| Bulltick Wealth Management, LLC | 0001912448 | May 13, 2025 | 122 | $376.9M |
| Pacific Center for Financial Services | 0001698222 | May 15, 2025 | 471 | $377.1M |
| Carderock Capital Management Inc. | 0001168889 | May 27, 2025 | 70 | $377.3M |
| Auxano Advisors, LLC | 0001811491 | May 5, 2025 | 162 | $377.4M |
| Gimbel Daniel Scott | 0001867040 | May 15, 2025 | 3 | $377.5M |
| Scientech Research LLC | 0002011556 | May 15, 2025 | 541 | $377.8M |
| Wealth Advisory Solutions, LLC | 0001834802 | Apr 30, 2025 | 136 | $377.9M |
| Winch Advisory Services, LLC | 0001585822 | May 6, 2025 | 504 | $378.2M |
| Ackerman Capital Advisors, LLC | 0001699506 | May 9, 2025 | 109 | $378.6M |
| JSF Financial, LLC | 0001802224 | May 7, 2025 | 121 | $379.1M |
| J. W. Coons Advisors, LLC | 0001536139 | May 6, 2025 | 231 | $379.1M |
| Mystic Asset Management, Inc. | 0001912460 | May 5, 2025 | 224 | $379.1M |
| Pacific Ridge Capital Partners, LLC | 0001591546 | May 9, 2025 | 136 | $379.3M |
| Pioneer Trust Bank N A | 0001006435 | May 2, 2025 | 79 | $379.4M |
| Clare Market Investments LLC | 0002054098 | Apr 10, 2025 | 133 | $379.5M |
| DGS Capital Management, LLC | 0001900110 | Feb 24, 2026 | 317 | $379.7M |
| Petix & Botte Co | 0001803255 | May 13, 2025 | 125 | $379.7M |
| Wbi Investments, LLC | 0001397424 | May 22, 2025 | 226 | $379.8M |
| Lightrock Netherlands B.V. | 0002041485 | Apr 29, 2025 | 39 | $380.0M |
| Glynn Capital Management LLC | 0000911270 | May 7, 2025 | 48 | $380.1M |
| Wrapmanager Inc. | 0001266014 | May 8, 2025 | 211 | $380.5M |
| Centric Wealth Management | 0001752761 | May 15, 2025 | 175 | $380.5M |
| Grey Ledge Advisors, LLC | 0001660694 | Apr 18, 2025 | 227 | $380.5M |
| Talaria Asset Management Pty Ltd | 0002026352 | May 14, 2025 | 8 | $380.9M |
| Point72 Asia (Singapore) Pte. Ltd. | 0001666791 | May 15, 2025 | 832 | $381.0M |
| Ellsworth Advisors, LLC | 0001843553 | May 28, 2025 | 168 | $381.1M |
| Firestone Capital Management | 0001799964 | May 2, 2025 | 149 | $381.4M |
| Sage Capital Advisors,llc | 0001714107 | Apr 4, 2025 | 131 | $381.4M |
| TrueMark Investments, LLC | 0001974457 | Apr 22, 2025 | 200 | $381.7M |