| Addison Capital Co | 0001581465 | Feb 10, 2025 | 136 | $251.3M |
| Heathbridge Capital Management Ltd. | 0001503269 | Jan 30, 2025 | 29 | $251.3M |
| Roth Financial Partners LLC | 0001840888 | Jan 14, 2025 | 32 | $251.2M |
| Kenora Financial, LLC | 0001990080 | Jan 23, 2025 | 153 | $251.1M |
| CGC Financial Services, LLC | 0001992785 | Jan 24, 2025 | 345 | $251.0M |
| Lazari Capital Management, Inc. | 0001986389 | Jan 24, 2025 | 153 | $250.9M |
| Swmg, LLC | 0001839255 | Jan 23, 2025 | 115 | $250.8M |
| Orion Investment Co | 0002033920 | Feb 13, 2025 | 65 | $250.7M |
| Cumberland Advisors Inc. | 0001255435 | Jan 8, 2025 | 49 | $250.6M |
| Ararat Capital Management LP | 0001768757 | Feb 14, 2025 | 16 | $250.5M |
| Pension & Wealth Management Advisors, Inc. | 0002145782 | Aug 7, 2026 | 474 | $250.4M |
| Capasso Planning Partners LLC | 0001911938 | Feb 10, 2025 | 100 | $250.2M |
| Palogic Value Management, L.P. | 0001532943 | Mar 12, 2025 | 160 | $250.2M |
| Beaconlight Capital, LLC | 0001569537 | Feb 14, 2025 | 28 | $250.1M |
| MADDEN SECURITIES Corp | 0001803566 | Jan 29, 2025 | 110 | $249.9M |
| Barometer Capital Management Inc. | 0001536890 | Feb 13, 2025 | 133 | $249.7M |
| Stevens Capital Management LP | 0001134813 | Feb 11, 2025 | 320 | $249.6M |
| Stonehearth Capital Management, LLC | 0001550191 | Jan 7, 2025 | 79 | $249.4M |
| FSB Premier Wealth Management, Inc. | 0000887748 | Feb 12, 2025 | 208 | $249.4M |
| Arvin Capital Management LP | 0001961738 | Feb 14, 2025 | 27 | $249.2M |
| Valor Management LLC | 0001846237 | Feb 14, 2025 | 4 | $249.2M |
| Brown Financial Advisors | 0002035548 | Feb 4, 2025 | 125 | $249.0M |
| Signature Wealth Management Group | 0001736666 | Feb 10, 2025 | 106 | $248.7M |
| Bare Financial Services, Inc | 0002009426 | Feb 10, 2025 | 145 | $248.7M |
| Tieton Capital Management, LLC | 0001381954 | Feb 11, 2025 | 40 | $248.7M |
| Texas Capital Bancshares Inc | 0001077428 | Feb 13, 2025 | 76 | $248.5M |
| Morgan Dempsey Capital Management LLC | 0001050463 | Feb 5, 2025 | 104 | $248.5M |
| Pine Harbor Wealth Management, LLC | 0002016051 | Feb 13, 2025 | 99 | $248.4M |
| Fusion Capital, LLC | 0001802955 | Feb 5, 2025 | 83 | $248.1M |
| Christopher J. Hasenberg, Inc | 0001989869 | Jan 14, 2025 | 189 | $248.1M |
| Hassell Wealth Management, LLC | 0001965270 | Jan 31, 2025 | 26 | $248.1M |
| Carmel Capital Partners, LLC | 0001900481 | Feb 6, 2025 | 145 | $248.0M |
| Artia Global Partners LP | 0001937964 | Feb 14, 2025 | 33 | $248.0M |
| Peloton Wealth Strategists | 0001080132 | Feb 5, 2025 | 92 | $247.9M |
| Eagle Capital Management, LLC | 0001600746 | Jan 17, 2025 | 40 | $247.9M |
| Next Level Private LLC | 0001910366 | Jan 22, 2025 | 132 | $247.9M |
| Elmwood Wealth Management, Inc. | 0001731927 | Jan 13, 2025 | 128 | $247.8M |
| Carnegie Lake Advisors LLC | 0002043591 | Jan 29, 2025 | 163 | $247.8M |
| Robinson Capital Management, LLC | 0001599795 | Jan 31, 2025 | 110 | $247.7M |
| Luminvest Wealth Management LLC | 0002036517 | Jan 29, 2025 | 32 | $247.7M |
| Zullo Investment Group, Inc. | 0001909760 | Feb 3, 2025 | 148 | $247.7M |
| Encompass Wealth Advisors, LLC | 0001849614 | Jan 28, 2025 | 99 | $247.7M |
| Letson Investment Management, Inc. | 0002078069 | Aug 14, 2025 | 91 | $247.4M |
| Landmark Investment Partners, L.P. | 0002023551 | Feb 14, 2025 | 18 | $247.4M |
| McMill Wealth Management | 0002056447 | Feb 18, 2025 | 44 | $247.0M |
| Westshore Wealth, LLC | 0001806366 | May 28, 2025 | 93 | $246.9M |
| Lynch Asset Management, Inc. | 0001906719 | Jan 24, 2025 | 42 | $246.9M |
| Old West Investment Management, LLC | 0001549358 | Feb 13, 2025 | 55 | $246.8M |
| JCIC Asset Management Inc. | 0001492040 | Jan 13, 2025 | 134 | $246.7M |
| Beacon Wealthcare LLC | 0001849336 | Jan 3, 2025 | 25 | $246.5M |
| Independent Wealth Network Inc. | 0001891240 | Jan 17, 2025 | 236 | $246.5M |
| FSA Wealth Management LLC | 0001804256 | Feb 14, 2025 | 569 | $246.4M |
| Geneva Partners, LLC | 0001712671 | Jan 27, 2025 | 71 | $246.3M |
| Selective Wealth Management, Inc. | 0001755670 | Jan 15, 2025 | 105 | $246.3M |
| Vigilare Wealth Management | 0001730889 | Jan 13, 2025 | 90 | $246.3M |
| Brand Asset Management Group, Inc. | 0001748766 | Jan 15, 2025 | 89 | $246.3M |
| Goepper Burkhardt LLC | 0001844142 | Feb 12, 2025 | 82 | $246.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 0001903859 | Jan 14, 2025 | 82 | $246.1M |
| CRCM LP | 0001483234 | Feb 7, 2025 | 6 | $245.9M |
| One Degree Advisors Inc | 0002005743 | Feb 13, 2025 | 61 | $245.9M |
| Weik Capital Management | 0001278793 | Feb 12, 2025 | 93 | $245.8M |
| Crown Wealth Group, LLC | 0001845698 | Feb 5, 2025 | 113 | $245.8M |
| TSA Wealth Managment LLC | 0001963669 | Feb 6, 2025 | 64 | $245.8M |
| RPD Fund Management LLC | 0001832568 | Feb 14, 2025 | 8 | $245.6M |
| Praetorian PR LLC | 0001949877 | Feb 14, 2025 | 19 | $245.4M |
| Rogco, LP | 0001998892 | Jan 31, 2025 | 218 | $245.4M |
| First Dallas Securities Inc. | 0001378559 | Jan 24, 2025 | 112 | $245.4M |
| Briaud Financial Planning Inc | 0001800586 | Feb 7, 2025 | 218 | $245.3M |
| GKV Capital Management Co., Inc. | 0002052321 | Feb 13, 2025 | 160 | $245.2M |
| Long Road Investment Counsel, LLC | 0001620081 | Feb 10, 2025 | 71 | $245.1M |
| Tilson Financial Group, Inc. | 0001964820 | Feb 7, 2025 | 73 | $245.1M |
| Maxwell Wealth Strategies Inc. | 0001993410 | Feb 13, 2025 | 110 | $244.9M |
| Blue Pool Management Ltd. | 0001675855 | Feb 14, 2025 | 3 | $244.9M |
| Virtus Advisers, LLC | 0001587281 | Feb 14, 2025 | 462 | $244.9M |
| Burkett Financial Services, LLC | 0001762716 | Jan 6, 2025 | 223 | $244.6M |
| Planned Solutions, Inc. | 0001831332 | Jan 17, 2025 | 110 | $244.6M |
| Consilio Wealth Advisors, LLC | 0001908944 | Jan 13, 2025 | 71 | $244.5M |
| Fullcircle Wealth LLC | 0002030910 | Feb 14, 2025 | 218 | $244.4M |
| Seldon Capital LP | 0001867731 | Feb 13, 2025 | 67 | $244.3M |
| Stonebridge Capital Management Inc. | 0000051812 | Jan 14, 2025 | 79 | $244.2M |
| Manatuck Hill Partners, LLC | 0001467902 | Feb 14, 2025 | 108 | $244.1M |
| Cutter Capital Management, LP | 0001983313 | Feb 14, 2025 | 21 | $244.0M |
| New Wave Wealth Advisors LLC | 0002035324 | Jan 23, 2025 | 708 | $244.0M |
| Realta Investment Advisors | 0001776792 | Jan 28, 2025 | 339 | $244.0M |
| American Trust Investment Advisors, LLC | 0001291424 | Feb 14, 2025 | 109 | $243.9M |
| Medina Value Partners, LLC | 0001843543 | Feb 13, 2025 | 15 | $243.9M |
| Members Advisory Group LLC | 0001908587 | Feb 4, 2025 | 34 | $243.8M |
| Ping Capital Management, Inc. | 0001804352 | Jan 27, 2025 | 57 | $243.8M |
| BKM Wealth Management, LLC | 0002007263 | Jan 31, 2025 | 160 | $243.7M |
| Warren Street Wealth Advisors, LLC | 0001703496 | Jan 29, 2025 | 101 | $243.6M |
| Quantessence Capital LLC | 0002009590 | Feb 14, 2025 | 224 | $243.6M |
| 11 Capital Partners LP | 0001801172 | Feb 14, 2025 | 16 | $243.5M |
| Lincoln Capital Corp. | 0000872359 | Jan 21, 2025 | 86 | $243.5M |
| P Schoenfeld Asset Management LP | 0001040198 | Feb 14, 2025 | 23 | $243.5M |
| Next Capital Management LLC | 0001752762 | Feb 11, 2025 | 140 | $243.3M |
| Armor Investment Advisors, LLC | 0001694079 | Jan 29, 2025 | 159 | $243.3M |
| X-Square Capital, LLC | 0001729300 | Feb 12, 2025 | 163 | $243.3M |
| Beddow Capital Management Inc. | 0001278641 | Feb 11, 2025 | 58 | $243.3M |
| Hoertkorn Richard Charles | 0001598177 | Feb 12, 2025 | 81 | $243.2M |
| Crescent Park Management, L.P. | 0001629984 | Feb 12, 2025 | 20 | $242.9M |