| Windsor Advisory Group, LLC | 0001739953 | Feb 14, 2025 | 81 | $86.0M |
| Mirabaud Asset Management (France) SAS | 0002033031 | Feb 13, 2025 | 9 | $86.1M |
| ABS Direct Equity Fund LLC | 0001729347 | Jan 22, 2025 | 38 | $86.3M |
| Black Point Wealth Management | 0002032846 | Jan 21, 2025 | 41 | $86.4M |
| North Forty Two & Co. | 0002055134 | Feb 11, 2025 | 91 | $86.6M |
| Board of the Pension Protection Fund | 0002041021 | Jan 14, 2025 | 135 | $86.6M |
| Versant Venture Management, LLC | 0001560009 | Feb 12, 2025 | 7 | $86.7M |
| Mountain Lake Investment Management LLC | 0001308555 | Jan 30, 2025 | 29 | $86.8M |
| DRH Investments, Inc. | 0001630709 | Feb 13, 2025 | 10 | $87.0M |
| Longitude (Cayman) Ltd. | 0001664999 | Jan 29, 2025 | 19 | $87.2M |
| Cypress Capital Management LLC (WY) | 0001633896 | Jan 23, 2025 | 150 | $87.4M |
| Absoluto Partners Gestao de Recursos Ltda | 0001847566 | Mar 3, 2026 | 27 | $87.4M |
| Hobbs Wealth Management, LLC | 0002019202 | Feb 13, 2025 | 41 | $87.5M |
| Advanced Portfolio Management, LLC | 0001940461 | Feb 14, 2025 | 47 | $87.6M |
| Sulzberger Capital Advisors, Inc. | 0002056727 | Feb 14, 2025 | 56 | $87.6M |
| Partners Wealth Management, LLC | 0002054714 | Feb 4, 2025 | 112 | $87.9M |
| Breakout Capital Partners, LP | 0001935243 | Feb 14, 2025 | 7 | $87.9M |
| Massar Capital Management, LP | 0002037238 | Feb 14, 2025 | 47 | $87.9M |
| Covey Capital Advisors, LLC | 0001568891 | Feb 3, 2025 | 35 | $88.0M |
| Unified Investment Management | 0002054855 | Feb 6, 2025 | 112 | $88.0M |
| Signify Wealth | 0001769062 | Feb 6, 2025 | 26 | $88.6M |
| Diadema Partners LP | 0002026172 | Feb 14, 2025 | 54 | $88.7M |
| Navigation Wealth Management, Inc. | 0001839930 | Jan 14, 2025 | 6 | $88.8M |
| Birch Financial Group, LLC | 0002083592 | Oct 31, 2025 | 85 | $88.9M |
| City Center Advisors, LLC | 0002030341 | Jan 13, 2025 | 154 | $89.1M |
| Verus Wealth Management, LLC | 0002042938 | Jan 23, 2025 | 53 | $89.2M |
| IronOak Wealth LLC. | 0002037081 | Mar 6, 2025 | 64 | $89.3M |
| Grantvest Financial Group LLC | 0002055216 | Feb 11, 2025 | 121 | $89.5M |
| XY Capital Ltd | 0001933132 | Jan 29, 2025 | 84 | $89.7M |
| Pinnacle Wealth Management, LLC | 0001911464 | Feb 18, 2025 | 35 | $89.8M |
| Measured Risk Portfolios, Inc. | 0001576704 | Feb 14, 2025 | 342 | $89.9M |
| Flight Deck Capital, LP | 0001861705 | Feb 14, 2025 | 12 | $89.9M |
| Yost Capital Management, LP | 0001489859 | Feb 13, 2025 | 15 | $90.0M |
| First Financial Group Corp | 0002054920 | Feb 10, 2025 | 66 | $90.4M |
| M.E. Allison & Co., Inc. | 0001619532 | Jan 16, 2025 | 143 | $90.7M |
| Retirement Planning Group, LLC / NY | 0002057004 | Feb 19, 2025 | 65 | $90.9M |
| SkyKnight Capital, L.P. | 0001842707 | Feb 14, 2025 | 4 | $90.9M |
| RD Lewis Holdings, Inc. | 0002046179 | Feb 10, 2025 | 88 | $90.9M |
| Davis Wealth Advisors, LLC | 0002104502 | Sep 14, 2026 | 60 | $90.9M |
| Camrose Capital Investment Partners LLP | 0002040608 | Feb 14, 2025 | 9 | $91.0M |
| Grand Alliance Asset Management Ltd | 0001986124 | Feb 14, 2025 | 8 | $91.0M |
| Genesis Investment Management, LLP | 0001300979 | Jan 16, 2025 | 14 | $91.1M |
| Dai-ichi Life Holdings, Inc. | 0000948518 | Feb 13, 2025 | 22 | $91.1M |
| Acute Investment Advisory, LLC | 0001944780 | Jan 24, 2025 | 17 | $91.1M |
| H Capital V GP, L.P. | 0001757491 | Feb 10, 2025 | 1 | $91.1M |
| Private Harbour Investment Management & Counsel, LLC | 0001453526 | Feb 12, 2025 | 37 | $91.3M |
| Navis Wealth Advisors, LLC | 0001849055 | Jan 21, 2025 | 102 | $91.5M |
| Miura Global Management, LLC | 0001352272 | Feb 14, 2025 | 26 | $91.7M |
| GatePass Capital, LLC | 0002087399 | Sep 22, 2025 | 102 | $91.7M |
| Legacy Solutions, LLC | 0002053314 | Feb 3, 2025 | 69 | $91.8M |
| H&F Corporate Investors IX, Ltd. | 0001767564 | Feb 12, 2025 | 1 | $91.8M |
| Vanguard Capital Wealth Advisors | 0001730578 | Feb 18, 2025 | 113 | $91.8M |
| Union Square Park Capital Management, LLC | 0001666231 | Feb 14, 2025 | 25 | $91.8M |
| Guild Investment Management, Inc. | 0001317802 | Feb 7, 2025 | 38 | $91.9M |
| Stonehaven Wealth & Tax Solutions, LLC | 0002056591 | Feb 13, 2025 | 83 | $91.9M |
| BFI Infinity Ltd. | 0002043810 | Jan 15, 2025 | 44 | $92.0M |
| Clarity Wealth Development LLC | 0002048774 | Feb 10, 2025 | 46 | $92.1M |
| LifeGoal Investments, LLC | 0002054684 | Feb 5, 2025 | 61 | $92.2M |
| Marathon Strategic Advisors, LLC | 0002021711 | Jan 17, 2025 | 36 | $92.4M |
| Stone Ridge Holdings Group LP | 0002019841 | Feb 7, 2025 | 33 | $92.5M |
| Prairieview Wealth Partners, LLC | 0002011194 | Jan 29, 2025 | 20 | $92.5M |
| Petros Family Wealth, LLC | 0002004963 | Feb 13, 2025 | 129 | $92.5M |
| Kennondale Capital Management LLC | 0002055199 | Feb 14, 2025 | 80 | $92.6M |
| Palacios Wealth Management, LLC | 0002053829 | Jan 30, 2025 | 63 | $92.6M |
| Camelot Portfolios, LLC | 0001569766 | Feb 3, 2025 | 136 | $92.7M |
| Vision Financial Markets LLC | 0001378145 | Feb 6, 2025 | 231 | $92.7M |
| Grant Private Wealth Management Inc | 0002056418 | Feb 12, 2025 | 111 | $92.7M |
| Uptown Financial Advisors LLC | 0002066147 | Apr 29, 2025 | 65 | $92.7M |
| Trustco Bank Corp. N Y | 0000357301 | Feb 14, 2025 | 67 | $92.7M |
| Baer Investment Advisory LLC | 0002057153 | Feb 20, 2025 | 24 | $92.8M |
| Raffles Associates LP | 0001169581 | Feb 14, 2025 | 49 | $92.8M |
| North Ground Capital | 0002055446 | Feb 14, 2025 | 46 | $92.9M |
| swisspartners Advisors Ltd | 0001805754 | Jan 29, 2025 | 25 | $92.9M |
| Parvin Asset Management, LLC | 0002056764 | Feb 14, 2025 | 343 | $92.9M |
| Red Mountain Financial, LLC | 0001997650 | Feb 12, 2025 | 63 | $93.0M |
| Tandem Financial, LLC | 0002049157 | Jan 28, 2025 | 84 | $93.1M |
| Sincerus Advisory, LLC | 0002050968 | Feb 5, 2025 | 63 | $93.2M |
| CFC Planning Co LLC | 0001854428 | Jan 30, 2025 | 61 | $93.4M |
| Inkwell Capital LLC | 0002050138 | Feb 12, 2025 | 32 | $93.5M |
| Defined Financial Planning LLC | 0002056559 | Feb 13, 2025 | 78 | $93.7M |
| Infinity Wealth Counsel, LLC | 0002066524 | May 13, 2025 | 57 | $93.7M |
| GGM Financial LLC | 0002021722 | Jan 29, 2025 | 55 | $93.9M |
| Aozora Bank, LTD. | 0001568541 | Feb 4, 2025 | 2 | $93.9M |
| Axim Planning & Wealth | 0001950607 | Feb 11, 2025 | 41 | $93.9M |
| Bingham Private Wealth, LLC | 0002063211 | May 5, 2025 | 142 | $94.0M |
| BIOS Capital Management, LP | 0001813845 | Feb 18, 2025 | 6 | $94.1M |
| Global Value Investment Corp. | 0001569866 | Feb 14, 2025 | 23 | $94.2M |
| Talisman Wealth Advisors LLC | 0001962685 | Feb 18, 2025 | 102 | $94.3M |
| Totem Point Management, LLC | 0001759364 | Feb 14, 2025 | 16 | $94.4M |
| In-Depth Partners, LLC | 0001908316 | Feb 14, 2025 | 13 | $94.4M |
| EDBI Pte Ltd | 0001913506 | Feb 4, 2025 | 14 | $94.4M |
| Gritstone Asset Management LLC | 0001964236 | May 15, 2025 | 87 | $94.4M |
| JBGlobal.com LLC | 0002051348 | Jan 17, 2025 | 31 | $94.7M |
| Blake Schutter Theil Wealth Advisors, LLC | 0002042011 | Feb 7, 2025 | 115 | $94.7M |
| Treynor Bancshares, Inc. | 0001873063 | Feb 12, 2025 | 50 | $94.7M |
| Ofc Financial Planning, LLC | 0002052590 | Jan 24, 2025 | 52 | $94.8M |
| Intrepid Family Office LLC | 0001596197 | Feb 14, 2025 | 33 | $94.8M |
| NewGen Asset Management Ltd | 0001845012 | Feb 14, 2025 | 27 | $94.9M |
| Brandywine Managers, LLC | 0001135121 | Feb 13, 2025 | 37 | $94.9M |
| Waycross Investment Management Co | 0001922448 | Jan 14, 2025 | 42 | $95.0M |