| Robinson Smith Wealth Advisors LLC | 0002008554 | Jul 30, 2024 | 90 | $113.6M |
| Gentry Private Wealth, LLC | 0002022634 | Aug 5, 2024 | 76 | $113.7M |
| Inherent Group, LP | 0001749824 | Aug 14, 2024 | 13 | $113.7M |
| Future Financial Wealth Managment LLC | 0001801892 | Jul 16, 2024 | 122 | $113.8M |
| Investidor Profissional Gestao de Recursos Ltda. | 0001953154 | Aug 13, 2024 | 18 | $113.8M |
| Sagil Capital LLP | 0001747744 | Aug 12, 2024 | 14 | $113.9M |
| Oppenheimer & Close, LLC | 0001591377 | Jul 25, 2024 | 56 | $113.9M |
| Rip Road Capital Partners LP | 0001802893 | Aug 14, 2024 | 18 | $113.9M |
| TCM Advisors, LLC | 0001911491 | Aug 14, 2024 | 60 | $114.0M |
| Richwood Investment Advisors, LLC | 0001911900 | Jul 26, 2024 | 100 | $114.1M |
| Viewpoint Investment Partners Corp. | 0001767457 | Jul 18, 2024 | 9 | $114.1M |
| Alterna Wealth Management, Inc. | 0001767699 | Jul 12, 2024 | 105 | $114.2M |
| Aurora Private Wealth, Inc. | 0001802132 | Jul 17, 2024 | 142 | $114.2M |
| Legacies Wealth LLC | 0001755933 | Jul 11, 2024 | 111 | $114.4M |
| Applied Capital LLC | 0001965393 | Jul 12, 2024 | 78 | $114.5M |
| OxenFree Capital LLC | 0002009781 | Jul 18, 2024 | 39 | $114.5M |
| Clearview Wealth Advisors LLC | 0001840306 | Aug 1, 2024 | 95 | $114.6M |
| Hoese & Co LLP | 0001840268 | Jul 3, 2024 | 145 | $114.6M |
| Seed Wealth Management, Inc. | 0001963728 | Jul 16, 2024 | 149 | $114.8M |
| Acas, LLC | 0001859505 | Aug 13, 2024 | 86 | $114.9M |
| Sound Financial Strategies Group, LLC | 0001800620 | Aug 12, 2024 | 90 | $115.1M |
| Davis Capital Management | 0001811806 | Jul 2, 2024 | 318 | $115.1M |
| Arlington Capital Management, Inc. | 0001606507 | Aug 13, 2024 | 92 | $115.1M |
| NavPoint Financial, Inc. | 0002009813 | Jul 26, 2024 | 44 | $115.2M |
| Thompson Davis & Co., Inc. | 0001017284 | Jul 23, 2024 | 114 | $115.3M |
| Alpha Financial Partners LLC | 0001966219 | Aug 9, 2024 | 73 | $115.5M |
| Elizabeth Park Capital Advisors, Ltd. | 0001600583 | Aug 14, 2024 | 44 | $115.5M |
| Monetta Financial Services Inc. | 0000869179 | Aug 9, 2024 | 47 | $115.6M |
| Hummer Financial Advisory Services Inc | 0001802279 | Jul 12, 2024 | 100 | $115.7M |
| Stevard, LLC | 0001812093 | Aug 9, 2024 | 54 | $115.7M |
| Insight Inv LLC | 0001909322 | Aug 7, 2024 | 88 | $115.8M |
| RK Asset Management, LLC | 0001595686 | Aug 2, 2024 | 21 | $115.8M |
| Old North State Trust, LLC | 0001760444 | Aug 19, 2024 | 129 | $115.8M |
| Asia Research & Capital Management Ltd | 0001668453 | Aug 14, 2024 | 4 | $115.9M |
| CVI Holdings, LLC | 0001728194 | Aug 15, 2024 | 144 | $116.0M |
| Ledgewood Wealth Advisors, LLC | 0002064043 | Apr 15, 2025 | 60 | $116.0M |
| Amitell Capital Pte Ltd | 0001807559 | Aug 13, 2024 | 38 | $116.1M |
| Barnes Pettey Financial Advisors, LLC | 0001908288 | Jul 18, 2024 | 96 | $116.3M |
| Waterfall Asset Management, LLC | 0001570717 | Aug 15, 2024 | 5 | $116.3M |
| Bank of Marin | 0001801145 | Aug 9, 2024 | 120 | $116.3M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 0000846788 | Aug 2, 2024 | 13 | $116.3M |
| St. Louis Financial Planners Asset Management, LLC | 0001966171 | Jul 12, 2024 | 37 | $116.3M |
| Michelson Medical Research Foundation, Inc. | 0001965304 | Aug 14, 2024 | 25 | $116.3M |
| Pine Haven Investment Counsel, Inc | 0001899753 | Jul 12, 2024 | 107 | $116.3M |
| Dynamic Wealth Strategies, LLC | 0001812853 | Aug 15, 2024 | 244 | $116.4M |
| Pangea Capital Gestao de Recursos Ltda. | 0002119167 | Jul 2, 2026 | 4 | $116.4M |
| Symphony Financial Services, Inc. | 0002031979 | Aug 9, 2024 | 85 | $116.4M |
| Bush Investment Group, LLC | 0001966640 | Aug 12, 2024 | 30 | $116.5M |
| Cape Ann Asset Management Ltd | 0001768237 | Aug 14, 2024 | 6 | $116.5M |
| Sharp Wealth Advisory, LLC | 0001733194 | Jul 15, 2024 | 95 | $116.6M |
| VanWeelden Wealth Management, LLC | 0001740451 | Jul 10, 2025 | 20 | $116.7M |
| Ategra Capital Management, LLC | 0001741369 | Feb 14, 2025 | 21 | $116.7M |
| DMC Group, LLC | 0001893403 | Jul 16, 2024 | 120 | $116.7M |
| Coordinated Financial Services, Inc. | 0002022906 | Jul 22, 2024 | 129 | $116.8M |
| OCO Capital Partners, L.P. | 0001764525 | Aug 14, 2024 | 3 | $116.9M |
| Brooktree Capital Management | 0001021296 | Aug 5, 2024 | 23 | $116.9M |
| First Community Trust NA | 0001130344 | Jul 15, 2024 | 304 | $116.9M |
| Laraway Financial Advisors Inc | 0001908275 | Aug 13, 2024 | 111 | $117.1M |
| 22NW, LP | 0001694297 | Aug 14, 2024 | 13 | $117.2M |
| Naples Money Management LLC | 0002008660 | Jul 9, 2024 | 395 | $117.3M |
| Hidden Lake Asset Management LP | 0001750312 | Aug 14, 2024 | 26 | $117.3M |
| Vesey Street Capital Partners, L.L.C. | 0001910342 | Aug 9, 2024 | 1 | $117.3M |
| Prairieview Wealth Partners, LLC | 0002011194 | Jul 11, 2024 | 18 | $117.4M |
| Corus Family Wealth Advisors | 0001894830 | Aug 6, 2024 | 32 | $117.4M |
| TPG Advisors LLC | 0002033388 | Aug 13, 2024 | 84 | $117.4M |
| Mosley Wealth Management | 0002011849 | Aug 6, 2024 | 102 | $117.4M |
| Travelers Companies, Inc. | 0000086312 | Aug 9, 2024 | 1 | $117.5M |
| Sapphire Ventures, L.P. | 0001697665 | Aug 9, 2024 | 6 | $117.5M |
| Exchange Bank | 0002001155 | Jul 10, 2024 | 109 | $117.7M |
| Blodgett Wealth Advisors, LLC | 0001907826 | Jul 24, 2024 | 58 | $117.8M |
| Bank & Trust Co | 0002026082 | Jul 8, 2024 | 287 | $117.8M |
| Diker Management LLC | 0001276525 | Aug 14, 2024 | 36 | $118.0M |
| Moon Capital Management LP | 0001387303 | Aug 14, 2024 | 16 | $118.1M |
| Josh Arnold Investment Consultant, LLC | 0001911348 | Aug 14, 2024 | 18 | $118.1M |
| Schulz Wealth, LTD. | 0002011780 | Jul 25, 2024 | 57 | $118.1M |
| Washington Capital Management, Inc. | 0000928566 | Jul 19, 2024 | 104 | $118.2M |
| Virtus Investment Advisers, LLC | 0000019481 | Aug 14, 2024 | 335 | $118.2M |
| Koa Wealth Management, LLC | 0002022118 | Jul 23, 2024 | 49 | $118.3M |
| School Employees Retirement Board of Ohio | 0000315024 | Jul 9, 2024 | 2 | $118.5M |
| IFS Advisors, LLC | 0001765617 | Jul 29, 2024 | 156 | $118.6M |
| Brigade Capital Management, LP | 0001421306 | Aug 14, 2024 | 15 | $118.6M |
| Duncan Williams Asset Management, LLC | 0002011771 | Jul 11, 2024 | 63 | $118.6M |
| DC Investments Management, LLC | 0001565951 | Aug 13, 2024 | 85 | $118.6M |
| Opinicus Capital, Inc. | 0002009743 | Jul 22, 2024 | 96 | $118.6M |
| Acuta Capital Partners, LLC | 0001582844 | Aug 14, 2024 | 32 | $118.6M |
| Lam Group, Inc. | 0001961944 | Jul 22, 2024 | 132 | $118.6M |
| Altai Capital Management, L.P. | 0001478982 | Aug 14, 2024 | 4 | $118.7M |
| Sage Private Wealth Group, LLC | 0001845635 | Jan 29, 2025 | 86 | $118.8M |
| Brewster Financial Planning LLC | 0001898145 | Jul 18, 2024 | 19 | $118.9M |
| Balanced Rock Investment Advisors LLC | 0002011851 | Jul 31, 2024 | 89 | $118.9M |
| Bruce G. Allen Investments, LLC | 0002005409 | Jul 12, 2024 | 1,007 | $118.9M |
| Kraft Asset Management, LLC | 0001908611 | Jul 22, 2024 | 43 | $119.0M |
| Redwood Financial Network Corp | 0001927724 | Aug 7, 2024 | 142 | $119.0M |
| LWM Advisory Services, LLC | 0001697716 | Aug 8, 2024 | 80 | $119.1M |
| Magnolia Capital Management Ltd. | 0001802361 | Jul 9, 2024 | 69 | $119.2M |
| Petiole USA ltd | 0001600202 | Aug 13, 2024 | 38 | $119.2M |
| MidAtlantic Capital Management, Inc. | 0002042068 | Nov 8, 2024 | 223 | $119.2M |
| Grafton Street Partners Fund, LP | 0001921789 | Aug 6, 2024 | 12 | $119.3M |
| Cultivar Capital, Inc. | 0001989476 | Jul 23, 2024 | 196 | $119.4M |
| Guerra Pan Advisors, LLC | 0001910386 | Aug 13, 2024 | 101 | $119.5M |