| RMR Capital Management, LLC | 0002032709 | Nov 5, 2024 | 72 | $117.6M |
| Symphony Financial Services, Inc. | 0002031979 | Nov 12, 2024 | 82 | $117.6M |
| Robinson Smith Wealth Advisors LLC | 0002008554 | Nov 8, 2024 | 83 | $117.6M |
| Mainstream Capital Management LLC | 0002043084 | Oct 31, 2024 | 84 | $117.6M |
| Muirfield Wealth Advisors LLC | 0002014898 | Oct 11, 2024 | 61 | $117.7M |
| Piscataqua Savings Bank | 0001855835 | Oct 15, 2024 | 345 | $117.7M |
| PB Investment Partners, L.P. | 0001910391 | Nov 14, 2024 | 8 | $117.7M |
| FPC Investment Advisory, Inc. | 0002021217 | Oct 31, 2024 | 97 | $117.9M |
| Canaan Partners XI LLC | 0001850694 | Oct 16, 2024 | 3 | $118.1M |
| Marest Capital, LLC | 0002010315 | Oct 17, 2024 | 19 | $118.1M |
| Naples Money Management LLC | 0002008660 | Nov 12, 2024 | 377 | $118.1M |
| Miramar Fiduciary Corp | 0001587301 | May 14, 2025 | 5 | $118.2M |
| Sharp Capital Gestora de Recursos Ltda. | 0001818890 | Nov 13, 2024 | 4 | $118.2M |
| University of Chicago | 0000314957 | Oct 16, 2024 | 5 | $118.3M |
| Oxford Asset Management LLP | 0001438284 | Nov 14, 2024 | 297 | $118.4M |
| Fulcrum Equity Management | 0001737888 | Nov 22, 2024 | 137 | $118.4M |
| Channing Global Advisors, LLC | 0001901222 | Nov 14, 2024 | 52 | $118.5M |
| WFA of San Diego, LLC | 0001821407 | Nov 13, 2024 | 405 | $118.6M |
| Kailix Advisors LLC | 0001970731 | Nov 4, 2024 | 6 | $118.6M |
| Tru Independence Asset Management 2, LLC | 0001849497 | Nov 4, 2024 | 82 | $118.7M |
| Beckerman Institutional, LLC | 0002043468 | Nov 1, 2024 | 96 | $118.7M |
| Blodgett Wealth Advisors, LLC | 0001907826 | Oct 21, 2024 | 59 | $118.9M |
| Courant Investment Management LLC | 0001695426 | Oct 21, 2024 | 9 | $119.0M |
| Insight Inv LLC | 0001909322 | Nov 15, 2024 | 89 | $119.2M |
| Durante & Waters, LLC | 0001666582 | Oct 28, 2024 | 30 | $119.2M |
| Marvin & Palmer Associates Inc. | 0000860645 | Nov 13, 2024 | 32 | $119.2M |
| 22NW, LP | 0001694297 | Nov 14, 2024 | 13 | $119.3M |
| Hoese & Co LLP | 0001840268 | Oct 9, 2024 | 178 | $119.4M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 0001685660 | Sep 22, 2026 | 12 | $119.8M |
| Moulton Wealth Management, Inc. | 0001792510 | Oct 17, 2024 | 39 | $119.9M |
| Shum Financial Group, Inc. | 0002044675 | Nov 13, 2024 | 90 | $119.9M |
| KOM Wealth Management Group, LLC | 0001804116 | Nov 12, 2024 | 77 | $119.9M |
| LTG Capital LLC | 0001936987 | Nov 1, 2024 | 26 | $120.3M |
| Soapstone Management L.P. | 0001726948 | Nov 14, 2024 | 15 | $120.3M |
| Fingerlakes Wealth Management, Inc. | 0001910248 | Oct 31, 2024 | 89 | $120.3M |
| Kennon-Green & Company, LLC | 0001963352 | Oct 31, 2024 | 42 | $120.4M |
| Armor Advisors, L.L.C. | 0001600698 | Nov 14, 2024 | 11 | $120.4M |
| GeoSphere Capital Management, LLC | 0001426876 | Nov 14, 2024 | 33 | $120.4M |
| Mustard Seed Financial, LLC | 0002011321 | Oct 15, 2024 | 83 | $120.5M |
| Capstone Capital LLC | 0001993327 | Nov 22, 2024 | 25 | $120.5M |
| Amica Retiree Medical Trust | 0001599950 | Nov 12, 2024 | 134 | $120.5M |
| JCP Investment Management, LLC | 0001461945 | Nov 14, 2024 | 15 | $120.6M |
| Bain Capital Venture Investors, LLC | 0001309469 | Nov 14, 2024 | 3 | $120.8M |
| Richwood Investment Advisors, LLC | 0001911900 | Oct 15, 2024 | 102 | $120.9M |
| TCM Advisors, LLC | 0001911491 | Nov 13, 2024 | 62 | $121.0M |
| Moneda S.A. Administradora General de Fondos | 0001536361 | Nov 4, 2024 | 25 | $121.0M |
| McAlister, Sweet & Associates, Inc. | 0001774087 | Oct 2, 2024 | 29 | $121.1M |
| Financial Network Wealth Advisors LLC | 0002012031 | Nov 15, 2024 | 813 | $121.1M |
| Acas, LLC | 0001859505 | Nov 5, 2024 | 87 | $121.2M |
| Outfitters Financial LLC | 0001846505 | Oct 29, 2024 | 77 | $121.2M |
| NDWM LLC | 0001818386 | Oct 22, 2024 | 32 | $121.3M |
| Processus Wealth & Capital Management, LLC | 0002014209 | Nov 1, 2024 | 34 | $121.4M |
| Coastwise Capital Group, LLC | 0001934500 | Nov 14, 2024 | 126 | $121.5M |
| Arlington Capital Management, Inc. | 0001606507 | Oct 30, 2024 | 85 | $121.5M |
| Innova Wealth Partners | 0001888831 | Oct 30, 2024 | 85 | $121.5M |
| 1858 Wealth Management, LLC | 0002011812 | Oct 21, 2024 | 122 | $121.5M |
| Cultivar Capital, Inc. | 0001989476 | Oct 16, 2024 | 27 | $121.6M |
| Parkwoods Wealth Partners, LLC | 0002042772 | Nov 7, 2024 | 31 | $121.6M |
| HC Advisors, LLC | 0001803295 | Nov 5, 2024 | 53 | $121.6M |
| Sunpointe, LLC | 0002012181 | Oct 16, 2024 | 170 | $121.6M |
| Shotwell Rutter Baer Inc | 0002008310 | Oct 7, 2024 | 34 | $121.6M |
| Edmp, Inc. | 0001016021 | Oct 31, 2024 | 78 | $121.7M |
| Nicholson Wealth Management Group, LLC | 0002035982 | Oct 23, 2024 | 97 | $121.8M |
| Trevian Wealth Management LLC | 0001901929 | Oct 9, 2024 | 30 | $122.0M |
| Breed's Hill Capital LLC | 0001963222 | Nov 5, 2024 | 101 | $122.0M |
| Investment Partners Asset Management, Inc. | 0001384416 | Oct 24, 2024 | 143 | $122.0M |
| Randall & Associates Wealth Management | 0002011901 | Nov 7, 2024 | 45 | $122.1M |
| Constant Guidance Financial LLC | 0001995383 | Nov 14, 2024 | 30 | $122.2M |
| Exchange Bank | 0002001155 | Oct 10, 2024 | 114 | $122.3M |
| Cannon Advisors, Inc. | 0001805370 | Nov 12, 2024 | 71 | $122.3M |
| Gentry Private Wealth, LLC | 0002022634 | Nov 12, 2024 | 83 | $122.3M |
| First Community Trust NA | 0001130344 | Oct 2, 2024 | 312 | $122.4M |
| Josh Arnold Investment Consultant, LLC | 0001911348 | Nov 14, 2024 | 25 | $122.4M |
| RiverPark Advisors, LLC | 0001484256 | Nov 7, 2024 | 130 | $122.4M |
| Somnio Financial Group, LLC | 0002034894 | Oct 3, 2024 | 13 | $122.5M |
| Dynamic Wealth Strategies, LLC | 0001812853 | Nov 13, 2024 | 234 | $122.6M |
| Gibson Wealth Advisors LLC | 0001911266 | Nov 5, 2024 | 36 | $122.9M |
| Oxford Wealth Group, LLC | 0002007082 | Nov 12, 2024 | 58 | $122.9M |
| Cadence Wealth Management LLC | 0001845250 | Nov 6, 2024 | 45 | $123.0M |
| Old North State Trust, LLC | 0001760444 | Nov 29, 2024 | 133 | $123.0M |
| Tsai Capital Corp | 0001574850 | Nov 14, 2024 | 25 | $123.0M |
| Cruiser Capital Advisors, LLC | 0001713506 | Nov 14, 2024 | 52 | $123.1M |
| Brooktree Capital Management | 0001021296 | Nov 6, 2024 | 25 | $123.1M |
| Bank & Trust Co | 0002026082 | Oct 9, 2024 | 287 | $123.3M |
| Spring Capital Management, LLC | 0001899146 | Oct 22, 2024 | 27 | $123.3M |
| Finivi Inc. | 0002101641 | Dec 19, 2025 | 85 | $123.4M |
| Two West Capital Advisors LLC | 0002026617 | Oct 15, 2024 | 69 | $123.4M |
| Acuta Capital Partners, LLC | 0001582844 | Nov 14, 2024 | 41 | $123.5M |
| Pine Haven Investment Counsel, Inc | 0001899753 | Oct 9, 2024 | 111 | $123.5M |
| DMC Group, LLC | 0001893403 | Oct 18, 2024 | 132 | $123.6M |
| Wasserstein Management, L.P. | 0001751492 | Nov 12, 2024 | 1 | $123.7M |
| Dopkins Wealth Management, LLC | 0001904152 | Nov 6, 2024 | 67 | $123.8M |
| Elizabeth Park Capital Advisors, Ltd. | 0001600583 | Nov 12, 2024 | 43 | $123.8M |
| NavPoint Financial, Inc. | 0002009813 | Oct 31, 2024 | 46 | $124.1M |
| Harbert Fund Advisors, LLC | 0001616659 | Nov 14, 2024 | 75 | $124.1M |
| Bank of Marin | 0001801145 | Nov 6, 2024 | 125 | $124.2M |
| Florin Court Capital LLP | 0001696263 | Nov 6, 2024 | 32 | $124.3M |
| Fidato Wealth LLC | 0001711360 | Nov 5, 2024 | 10 | $124.5M |
| Sound Financial Strategies Group, LLC | 0001800620 | Nov 12, 2024 | 90 | $124.5M |
| Perissos Private Wealth Management, LLC | 0002023071 | Nov 13, 2024 | 86 | $124.6M |