| TB Alternative Assets Ltd. | 0001483503 | Oct 21, 2024 | 40 | $421.4M |
| Parkside Advisors LLC | 0001585550 | Oct 8, 2024 | 82 | $421.2M |
| Harspring Capital Management, LLC | 0001652327 | Nov 14, 2024 | 18 | $420.6M |
| Gimbel Daniel Scott | 0001867040 | Nov 14, 2024 | 3 | $420.6M |
| Reik & Co., LLC | 0001388028 | Oct 31, 2024 | 56 | $420.5M |
| Stordahl Capital Management, Inc. | 0001729093 | Oct 8, 2024 | 51 | $420.4M |
| Beacon Harbor Wealth Advisors, Inc. | 0001784093 | Oct 31, 2024 | 70 | $420.3M |
| Whalerock Point Partners, LLC | 0001389709 | Nov 13, 2024 | 186 | $420.3M |
| Pacific Sage Partners, LLC | 0001936845 | Oct 28, 2024 | 103 | $420.1M |
| Aspire Private Capital, LLC | 0001767340 | Oct 25, 2024 | 682 | $420.0M |
| Eisler Capital (UK) Ltd. | 0001849486 | Nov 14, 2024 | 134 | $419.8M |
| IDG China Venture Capital Fund IV Associates L.P. | 0001609021 | Nov 4, 2024 | 3 | $419.6M |
| Castle Rock Wealth Management, LLC | 0001727605 | Oct 9, 2024 | 242 | $419.1M |
| KPS Global Asset Management UK Ltd | 0001799162 | Nov 13, 2024 | 4 | $418.8M |
| Stony Point Capital LLC | 0001776023 | Nov 14, 2024 | 39 | $418.7M |
| Shelter Mutual Insurance Co | 0001455288 | Nov 8, 2024 | 57 | $418.7M |
| Bedell Frazier Investment Counselling, LLC | 0001388142 | Nov 13, 2024 | 101 | $418.5M |
| Marshall Financial Group, LLC | 0001841496 | Oct 16, 2024 | 218 | $418.5M |
| Vertex Planning Partners, LLC | 0001942341 | Nov 7, 2024 | 160 | $418.3M |
| Wexford Capital LP | 0001048462 | Nov 14, 2024 | 165 | $418.0M |
| Chemistry Wealth Management LLC | 0001910183 | Oct 7, 2024 | 180 | $418.0M |
| Liquid Strategies, LLC | 0001774727 | Oct 15, 2024 | 13 | $418.0M |
| Clearstead Trust, LLC | 0001708001 | Nov 13, 2024 | 415 | $417.7M |
| First Commonwealth Financial Corp | 0000712537 | Nov 13, 2024 | 203 | $417.7M |
| Newman Dignan & Sheerar, Inc. | 0001566493 | Nov 12, 2024 | 187 | $417.5M |
| Tri Locum Partners LP | 0001826434 | Nov 14, 2024 | 20 | $417.4M |
| KPP Advisory Services LLC | 0001989349 | Nov 6, 2024 | 260 | $416.7M |
| Dynamo Internacional Gestao DE Recursos Ltda. | 0001546790 | May 30, 2025 | 6 | $416.7M |
| Arista Wealth Management, LLC | 0001964758 | Oct 30, 2024 | 71 | $416.4M |
| Makena Capital Management LLC | 0001359262 | Nov 8, 2024 | 39 | $416.4M |
| Wbi Investments, LLC | 0001397424 | Nov 12, 2024 | 229 | $416.4M |
| Drucker Wealth 3.0, LLC | 0002031642 | Nov 15, 2024 | 150 | $416.2M |
| PSquared Asset Management AG | 0001623624 | Nov 13, 2024 | 9 | $415.9M |
| Peddock Capital Advisors, LLC | 0001597843 | Oct 8, 2024 | 161 | $415.9M |
| Soros Capital Management LLC | 0001748240 | Nov 13, 2024 | 52 | $415.1M |
| Raffa Wealth Management, LLC | 0001631073 | Jul 27, 2026 | 1,082 | $414.3M |
| Old Second National Bank of Aurora | 0000903783 | Nov 5, 2024 | 329 | $414.2M |
| Fsa Wealth Partners, Inc. | 0001731221 | Oct 31, 2024 | 55 | $413.6M |
| WIT Partners Advisory Pte. Ltd. | 0002000043 | Oct 30, 2024 | 1 | $413.0M |
| Scissortail Wealth Management, LLC | 0001906793 | Nov 14, 2024 | 125 | $412.8M |
| Marathon Capital Management | 0001213206 | Nov 14, 2024 | 154 | $412.5M |
| Bernardo Wealth Planning LLC | 0001765595 | Oct 18, 2024 | 114 | $412.4M |
| Wilson Asset Management (international) PTY Ltd. | 0001914472 | Oct 25, 2024 | 28 | $412.4M |
| Westwind Capital | 0001729269 | Oct 9, 2024 | 48 | $412.1M |
| Affiance Financial, LLC | 0001723681 | Oct 11, 2024 | 98 | $412.0M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 0001349353 | Feb 14, 2025 | 11 | $411.8M |
| Westchester Capital Management, Inc. | 0001390063 | Nov 1, 2024 | 41 | $411.7M |
| HFR Wealth Management, LLC | 0001877822 | Nov 12, 2024 | 54 | $411.7M |
| Dash Acquisitions Inc. | 0001745885 | Oct 29, 2024 | 57 | $411.5M |
| Am Investment Strategies LLC | 0001818897 | Oct 29, 2024 | 105 | $411.3M |
| Summit X, LLC | 0001697729 | Nov 7, 2024 | 212 | $411.2M |
| Southland Equity Partners LLC | 0002006517 | Oct 15, 2024 | 223 | $411.1M |
| Element Pointe Advisors, LLC | 0001764059 | Nov 14, 2024 | 68 | $411.1M |
| Retirement Solution LLC | 0001914606 | Nov 1, 2024 | 57 | $410.5M |
| DoubleLine ETF Adviser LP | 0001959989 | Nov 14, 2024 | 191 | $410.5M |
| Concentric Wealth Management, LLC | 0001695345 | Nov 13, 2024 | 133 | $410.0M |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 0002011874 | Nov 14, 2024 | 38 | $409.9M |
| Chan Zuckerberg Initiative, LLC | 0001997453 | Nov 14, 2024 | 3 | $409.7M |
| Inceptionr LLC | 0001821561 | Nov 8, 2024 | 605 | $409.6M |
| Kapitalo Investimentos Ltda | 0001798686 | Oct 15, 2024 | 155 | $409.4M |
| Hamilton Wealth, LLC | 0001760263 | Nov 14, 2024 | 107 | $409.1M |
| Blankinship & Foster, LLC | 0001708872 | Apr 25, 2025 | 71 | $409.1M |
| Carrera Capital Advisors | 0002035329 | Nov 5, 2024 | 108 | $408.9M |
| Spinnaker Investment Group, LLC | 0001911067 | Nov 6, 2024 | 92 | $408.9M |
| SeaBridge Investment Advisors LLC | 0001304229 | Nov 4, 2024 | 150 | $408.7M |
| Peavine Capital, LLC | 0001594540 | Oct 21, 2024 | 10 | $408.6M |
| Martin Investment Management, LLC | 0001511888 | Oct 30, 2024 | 49 | $408.4M |
| West Paces Advisors Inc. | 0002004720 | Oct 15, 2024 | 552 | $408.3M |
| Bray Capital Advisors | 0001631738 | Nov 1, 2024 | 258 | $408.2M |
| Rather & Kittrell, Inc. | 0001582112 | Jan 31, 2025 | 84 | $408.2M |
| Waterfront Wealth Inc. | 0001775210 | Oct 31, 2024 | 253 | $408.1M |
| REAP Financial Group, LLC | 0002048581 | Feb 27, 2025 | 586 | $408.0M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0001737090 | Oct 10, 2024 | 196 | $407.7M |
| Shulman DeMeo Asset Management LLC | 0001767070 | Oct 15, 2024 | 132 | $407.5M |
| Northstar Asset Management Inc. | 0000869304 | Jul 15, 2025 | 58 | $407.2M |
| Hussman Strategic Advisors, Inc. | 0001179475 | Nov 1, 2024 | 216 | $407.1M |
| Burt Wealth Advisors | 0001612041 | Nov 1, 2024 | 118 | $406.4M |
| Capricorn Investment Group LLC | 0001536261 | Nov 14, 2024 | 8 | $406.4M |
| Allegheny Financial Group | 0001844148 | Nov 14, 2024 | 242 | $405.1M |
| Garrett Wealth Advisory Group, LLC | 0001729443 | Nov 1, 2024 | 99 | $404.9M |
| Maia Wealth LLC | 0002010858 | Oct 30, 2024 | 273 | $404.8M |
| Light Street Capital Management, LLC | 0001569049 | Nov 14, 2024 | 21 | $404.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0001752758 | Oct 23, 2024 | 103 | $403.9M |
| ALM First Financial Advisors, LLC | 0001950054 | Oct 7, 2024 | 23 | $403.6M |
| Vision Capital Corp | 0001764403 | Nov 13, 2024 | 18 | $403.6M |
| Quadrant Private Wealth Management, LLC | 0001727454 | Nov 12, 2024 | 243 | $403.6M |
| Coastal Bridge Advisors, LLC | 0001665976 | Nov 14, 2024 | 172 | $403.5M |
| Waller Financial Planning Group, Inc. | 0001736079 | Oct 2, 2024 | 67 | $403.3M |
| Blueshift Asset Management, LLC | 0001727827 | Nov 13, 2024 | 351 | $403.1M |
| Vantage Financial Partners, LLC | 0001911766 | Nov 8, 2024 | 193 | $403.1M |
| Systelligence, LLC | 0001882691 | Nov 4, 2024 | 42 | $403.1M |
| Jackson Square Capital, LLC | 0001812178 | Oct 31, 2024 | 133 | $403.0M |
| Atlanta Consulting Group Advisors, LLC | 0002019038 | Nov 6, 2024 | 227 | $402.9M |
| Capital City Trust Co. | 0001095836 | Nov 7, 2024 | 117 | $402.9M |
| Bulltick Wealth Management, LLC | 0001912448 | Nov 14, 2024 | 108 | $402.7M |
| Brave Asset Management Inc. | 0001085867 | Oct 10, 2024 | 165 | $402.6M |
| Sarissa Capital Management LP | 0001577524 | Nov 14, 2024 | 10 | $402.3M |
| Privium Fund Management B.V. | 0001795097 | Nov 1, 2024 | 82 | $402.0M |
| Mascoma Wealth Management LLC | 0001695664 | Nov 5, 2024 | 456 | $401.7M |
| Praetorian Wealth Management, Inc. | 0001818940 | Oct 2, 2024 | 37 | $401.7M |