| Three Magnolias Financial Advisors, LLC | 0002056795 | Feb 14, 2025 | 69 | $95.1M |
| Q Fund Management (Hong Kong) Ltd | 0002078832 | Aug 14, 2025 | 34 | $95.4M |
| Grange Capital, LLC | 0002048387 | Jan 21, 2025 | 42 | $95.4M |
| Garrison Bradford & Associates Inc. | 0001056488 | Feb 7, 2025 | 31 | $95.5M |
| Smart Portfolios, LLC | 0001513227 | Feb 10, 2025 | 96 | $95.5M |
| William Mack & Associates, Inc. | 0002096700 | Nov 24, 2025 | 64 | $95.5M |
| Expect Equity LLC | 0002007407 | Feb 14, 2025 | 45 | $95.5M |
| Clarendon Private LLC | 0001961628 | Jan 21, 2025 | 101 | $95.5M |
| Alpha Wealth Funds, LLC | 0002059327 | Mar 7, 2025 | 51 | $95.6M |
| Wilkins Miller Wealth Management, LLC | 0002057318 | Feb 24, 2025 | 71 | $95.6M |
| Farnam Financial LLC | 0002080267 | Aug 13, 2025 | 44 | $95.7M |
| Graver Capital Management, LLC | 0002056589 | Feb 14, 2025 | 25 | $95.7M |
| Grizzlyrock Capital, LLC | 0002011732 | Feb 14, 2025 | 17 | $95.8M |
| James Reed Financial Services, Inc. | 0001911052 | Feb 6, 2025 | 18 | $95.8M |
| AlpInvest Partners B.V. | 0001512910 | Feb 13, 2025 | 10 | $95.9M |
| Olympiad Research LP | 0001787147 | Feb 3, 2025 | 239 | $96.0M |
| Ampfield Management, L.P. | 0001853635 | Feb 3, 2025 | 4 | $96.1M |
| Texas County & District Retirement System | 0001698632 | Jan 17, 2025 | 1 | $96.1M |
| Moneda S.A. Administradora General de Fondos | 0001536361 | Feb 6, 2025 | 25 | $96.2M |
| Midwest Financial Network, LLC | 0002137280 | Jun 4, 2026 | 57 | $96.2M |
| Vista Cima Wealth Management LLC | 0002055907 | Feb 14, 2025 | 49 | $96.2M |
| Florin Court Capital LLP | 0001696263 | Feb 3, 2025 | 26 | $96.3M |
| KDK Private Wealth Management, LLC | 0001776910 | Feb 13, 2025 | 55 | $96.3M |
| Cooper Capital Advisors LLC | 0001957878 | Apr 11, 2025 | 35 | $96.4M |
| Tiptree Advisors, LLC | 0001455452 | Feb 27, 2025 | 20 | $96.5M |
| Northeast Planning Associates, Inc. / NH / | 0001914515 | Mar 19, 2025 | 46 | $96.6M |
| Freestate Advisors LLC | 0001660328 | Jan 14, 2025 | 37 | $96.7M |
| 10Elms LLP | 0002056650 | Feb 18, 2025 | 521 | $96.8M |
| Fjell Capital, LLC | 0002053350 | Feb 5, 2025 | 54 | $96.8M |
| EHP Funds Inc. | 0001927881 | Feb 14, 2025 | 49 | $96.9M |
| Q Global Advisors, LLC | 0001469589 | Feb 24, 2025 | 61 | $97.0M |
| Empower Harvest Management Services, Inc. | 0002049453 | Jan 24, 2025 | 1 | $97.1M |
| Alpha Advisors, LLC | 0002095967 | Nov 12, 2025 | 41 | $97.1M |
| Kaufman Rossin Wealth, LLC | 0002049750 | Jan 23, 2025 | 37 | $97.2M |
| HGI Capital Management, LLC | 0001595907 | Feb 13, 2025 | 18 | $97.2M |
| Merk Investments LLC | 0001302842 | Feb 14, 2025 | 10 | $97.4M |
| Vista Finance, LLC | 0001893809 | Jan 30, 2025 | 55 | $97.4M |
| Crescent Sterling, Ltd. | 0001962005 | Jan 13, 2025 | 75 | $97.5M |
| AMH Equity Ltd | 0001600535 | Feb 5, 2025 | 51 | $97.5M |
| Conquis Financial LLC | 0002052436 | Feb 12, 2025 | 199 | $97.7M |
| 4WEALTH Advisors, Inc. | 0002056676 | Feb 14, 2025 | 141 | $97.8M |
| Ascent Capital Management, LLC | 0001702492 | Feb 10, 2025 | 60 | $97.8M |
| AI-Squared Management Ltd | 0001933952 | Feb 12, 2025 | 20 | $98.1M |
| Safe Harbor Fiduciary, LLC | 0002036114 | Feb 14, 2025 | 198 | $98.1M |
| Wincap Financial LLC | 0002064588 | May 7, 2025 | 74 | $98.1M |
| Affinity Wealth LLC | 0002111764 | Aug 26, 2026 | 42 | $98.2M |
| Mountain Hill Investment Partners Corp. | 0002055557 | Feb 11, 2025 | 183 | $98.2M |
| Evolutionary Tree Capital Management, LLC | 0001844345 | Feb 13, 2025 | 30 | $98.3M |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 0001896071 | Feb 6, 2025 | 2 | $98.3M |
| Skerryvore Asset Management Ltd | 0002043964 | Feb 10, 2025 | 6 | $98.3M |
| American Asset Management Inc. | 0001569454 | Jan 16, 2025 | 22 | $98.4M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 0000846788 | Feb 13, 2025 | 14 | $98.4M |
| Alan B Lancz & Associates, Inc. | 0001897835 | Jan 21, 2025 | 127 | $98.4M |
| Sellaronda Global Management LP | 0001975764 | Feb 13, 2025 | 12 | $98.4M |
| Macroview Investment Management LLC | 0001551727 | Jan 31, 2025 | 79 | $98.5M |
| Dynamic Financial Group | 0002061178 | Apr 9, 2025 | 61 | $98.5M |
| Compass Planning Associates Inc | 0002046823 | Feb 3, 2025 | 135 | $98.5M |
| North Berkeley Wealth Management, LLC | 0002062383 | Apr 3, 2025 | 68 | $98.5M |
| Chesapeake Capital Corp. | 0001093908 | Feb 11, 2025 | 165 | $98.5M |
| Stegent Equity Advisors, Inc. | 0001908976 | Feb 5, 2025 | 90 | $98.5M |
| Corps Capital Advisors, LLC | 0002054234 | Feb 3, 2025 | 78 | $98.6M |
| Poinciana Advisors Group, LLC | 0002054543 | Feb 10, 2025 | 103 | $98.7M |
| Pitti Group Wealth Management, LLC | 0001909664 | Feb 10, 2025 | 73 | $98.7M |
| Terra Alpha Investments LLC | 0002055566 | Feb 10, 2025 | 32 | $98.8M |
| MKD Wealth Coaches, LLC | 0001536549 | Feb 5, 2025 | 29 | $98.8M |
| Nestegg Advisors, Inc. | 0002062716 | Mar 21, 2025 | 45 | $98.8M |
| Boyce & Associates Wealth Consulting, Inc. | 0001922884 | Jan 13, 2025 | 70 | $98.8M |
| Clientfirst Wealth Management, LLC | 0001915494 | Jan 28, 2025 | 47 | $98.9M |
| NorthLanding Financial Partners, LLC | 0001655982 | Jan 17, 2025 | 35 | $99.1M |
| Miramar Fiduciary Corp | 0001587301 | May 14, 2025 | 5 | $99.1M |
| Shade Tree Advisors LLC | 0001804785 | Jan 29, 2025 | 16 | $99.2M |
| DBK Financial Counsel, LLC | 0001904822 | Jan 13, 2025 | 51 | $99.3M |
| Chung Wu Investment Group, LLC | 0002054278 | Feb 7, 2025 | 77 | $99.3M |
| BG Investment Services, LLC | 0001873989 | Feb 12, 2025 | 29 | $99.3M |
| Kennebec Savings Bank | 0002043536 | Jan 23, 2025 | 246 | $99.3M |
| Fiduciary Advisors, Inc. | 0002047030 | Jan 23, 2025 | 99 | $99.4M |
| Santa Clara Valley Transportation Authority | 0002043469 | Feb 10, 2025 | 4 | $99.4M |
| Acuta Capital Partners, LLC | 0001582844 | Feb 14, 2025 | 39 | $99.4M |
| Golden Bell Financial Planning LLC | 0002044309 | Feb 4, 2025 | 34 | $99.5M |
| Intrinsic Value Partners, LLC | 0001910364 | Jan 30, 2025 | 59 | $99.6M |
| ArborFi Advisors, LLC | 0002054674 | Feb 14, 2025 | 45 | $99.6M |
| LWM Advisors Inc. | 0002067328 | May 13, 2025 | 25 | $99.6M |
| GeoSphere Capital Management, LLC | 0001426876 | Feb 14, 2025 | 31 | $99.7M |
| Agincourt Capital Management, LLC | 0001845254 | Jan 10, 2025 | 3 | $99.9M |
| Eagle Harbor Asset Management Inc. | 0001088388 | Aug 11, 2026 | 122 | $99.9M |
| HMV Wealth Advisors, LLC | 0002054904 | Feb 10, 2025 | 78 | $99.9M |
| Up Strategic Wealth Investment Advisors LLC | 0002011649 | Feb 14, 2025 | 79 | $100.0M |
| Phil A. Younker & Associates, Ltd. | 0002063635 | Apr 7, 2025 | 28 | $100.1M |
| PICTET BANK & TRUST Ltd | 0001535631 | Jan 30, 2025 | 42 | $100.1M |
| BTS Asset Management, Inc. | 0001532842 | Jan 15, 2025 | 37 | $100.1M |
| Drystone LLC | 0001910462 | Jan 23, 2025 | 19 | $100.1M |
| Phillips Wealth Planners LLC | 0001962628 | Jan 17, 2025 | 176 | $100.1M |
| MY Wealth Management Inc. | 0001827845 | Feb 7, 2025 | 26 | $100.1M |
| Kinney Asset Management, LLC | 0001803121 | Jan 31, 2025 | 4 | $100.2M |
| AlphaCentric Advisors LLC | 0001913464 | Jan 31, 2025 | 209 | $100.2M |
| AG Asset Advisory, LLC | 0001625008 | Mar 6, 2025 | 23 | $100.2M |
| Pathway Capital Management, LP | 0001037353 | Feb 5, 2025 | 9 | $100.2M |
| Schaeffer Financial LLC | 0001898838 | Feb 3, 2025 | 19 | $100.3M |
| CWC Advisors, LLC. | 0001520683 | Mar 18, 2025 | 121 | $100.3M |
| Severin Investments, LLC | 0001763454 | Dec 3, 2025 | 185 | $100.4M |