| Investment Partners, LTD. | 0001050068 | Feb 6, 2025 | 146 | $242.8M |
| Commonwealth Retirement Investments LLC | 0001963787 | Feb 4, 2025 | 99 | $242.8M |
| Nordwand Advisors, LLC | 0001962713 | Feb 7, 2025 | 120 | $242.7M |
| Prosperity Wealth Management, Inc. | 0001991463 | Feb 7, 2025 | 204 | $242.7M |
| Texas Bank & Trust Co | 0002056556 | Feb 14, 2025 | 176 | $242.7M |
| SoundView Advisors Inc. | 0002054083 | Feb 7, 2025 | 33 | $242.6M |
| INCA Investments LLC | 0001513137 | Jan 30, 2025 | 10 | $242.6M |
| OneAscent Wealth Management LLC | 0001844707 | Feb 12, 2025 | 159 | $242.5M |
| California First Leasing Corp. | 0000803016 | Feb 5, 2025 | 45 | $242.5M |
| GP Brinson Investments LLC | 0001860928 | Jan 7, 2025 | 16 | $242.5M |
| G&S Capital LLC | 0001731448 | Jan 30, 2025 | 119 | $242.2M |
| Mediatel Partners | 0001133939 | Feb 6, 2025 | 3 | $242.2M |
| Acorn Wealth Advisors, LLC | 0001730610 | Feb 4, 2025 | 235 | $242.2M |
| Cambridge Financial Group, Inc. | 0001334199 | Feb 12, 2025 | 33 | $242.1M |
| Paradoxiom Capital L.P. | 0002028104 | Feb 14, 2025 | 33 | $242.0M |
| Farringdon Capital, Ltd. | 0001750980 | Feb 13, 2025 | 417 | $242.0M |
| Omnia Family Wealth, LLC | 0001696136 | Feb 27, 2025 | 79 | $242.0M |
| Tealwood Asset Management Inc. | 0001164062 | Jan 13, 2025 | 137 | $241.7M |
| Sonata Capital Group Inc. | 0001172036 | Jan 29, 2025 | 111 | $241.5M |
| Triata Capital Ltd | 0002014039 | Feb 14, 2025 | 12 | $241.4M |
| Spider Management Company, LLC | 0001791621 | Jan 27, 2025 | 4 | $241.3M |
| Barbara Oil Co. | 0001599670 | Feb 12, 2025 | 76 | $241.2M |
| Alphadyne Asset Management LP | 0001535943 | Feb 14, 2025 | 10 | $241.2M |
| Bank Ozk | 0001569650 | Feb 5, 2025 | 147 | $241.1M |
| Adaptive Financial Consulting, LLC | 0001804717 | Feb 4, 2025 | 21 | $241.1M |
| Investment Research & Advisory Group, Inc. | 0001802136 | Jan 21, 2025 | 210 | $241.0M |
| Tema ETFs LLC | 0002056807 | Feb 14, 2025 | 148 | $240.9M |
| Financial Partners Group, LLC | 0001965246 | Jan 21, 2025 | 94 | $240.8M |
| Benson Investment Management Company, Inc. | 0001694896 | Jan 13, 2025 | 46 | $240.7M |
| Cobalt Capital Management, Inc. | 0001086762 | Feb 14, 2025 | 27 | $240.7M |
| WorthPointe, LLC | 0001921448 | Feb 11, 2025 | 89 | $240.7M |
| S Squared Technology, LLC | 0001322924 | Feb 13, 2025 | 35 | $240.7M |
| Aikya Investment Management Ltd | 0002005403 | Feb 11, 2025 | 3 | $240.2M |
| Biltmore Wealth Management, LLC | 0001598102 | Jan 14, 2025 | 55 | $240.1M |
| Veltria Advisors Corp. | 0001941369 | Apr 23, 2025 | 214 | $240.1M |
| Kathleen S. Wright Associates Inc. | 0001908433 | Jan 27, 2025 | 263 | $240.0M |
| Peak Planning Group, LLC | 0002097384 | May 26, 2026 | 116 | $240.0M |
| I.G.Y. Ltd | 0001811472 | Feb 14, 2025 | 3 | $240.0M |
| KKM Financial LLC | 0002001943 | Feb 14, 2025 | 150 | $239.9M |
| Cache Advisors, LLC | 0002052593 | Feb 19, 2025 | 78 | $239.9M |
| Kensington Investment Counsel, LLC | 0001845536 | Feb 10, 2025 | 94 | $239.7M |
| ICW Investment Advisors LLC | 0001794820 | Feb 11, 2025 | 139 | $239.6M |
| Power Wealth Management LLC | 0002001039 | Feb 13, 2025 | 92 | $239.4M |
| Weinberger Asset Management, Inc | 0002051705 | Feb 4, 2025 | 81 | $239.4M |
| Gitterman Wealth Management, LLC | 0001861558 | Feb 10, 2025 | 128 | $239.4M |
| DLK Investment Management, LLC | 0002016793 | Jan 16, 2025 | 89 | $239.2M |
| Creative Capital Management Investments LLC | 0001957363 | Jan 31, 2025 | 269 | $239.2M |
| Theory Financial LLC | 0001899158 | Feb 4, 2025 | 74 | $239.1M |
| White Knight Strategic Wealth Advisors, LLC | 0001904677 | Feb 18, 2025 | 109 | $239.1M |
| ODonnell Financial Services, LLC | 0001730962 | Jan 24, 2025 | 38 | $238.9M |
| Shaker Investments LLC | 0001009005 | Jan 29, 2025 | 89 | $238.9M |
| Forager Capital Management, LLC | 0001802986 | Feb 14, 2025 | 13 | $238.8M |
| KFA Private Wealth Group, LLC | 0001800556 | Jan 22, 2025 | 90 | $238.8M |
| Invenio Wealth Partners LLC | 0001989341 | Feb 12, 2025 | 99 | $238.8M |
| Thomas Story & Son LLC | 0001505207 | Jan 29, 2025 | 51 | $238.7M |
| Hanover Advisors Inc. | 0000914973 | Feb 5, 2025 | 91 | $238.3M |
| EntryPoint Capital, LLC | 0001992519 | Feb 11, 2025 | 694 | $238.0M |
| Machina Capital S.A.S. | 0001744373 | Feb 7, 2025 | 265 | $237.5M |
| Strategic Equity Management | 0001843578 | Feb 7, 2025 | 52 | $237.4M |
| Eos Management, L.P. | 0001548882 | Feb 7, 2025 | 40 | $237.4M |
| Palisades Hudson Asset Management, L.P. | 0001388443 | Feb 7, 2025 | 105 | $237.3M |
| Davis Investment Partners, LLC | 0001963865 | Jan 13, 2025 | 123 | $237.2M |
| Gold Investment Management Ltd. | 0002006008 | Feb 10, 2025 | 215 | $237.1M |
| Barrett & Company, Inc. | 0000887602 | Jan 28, 2025 | 609 | $237.0M |
| Palisades Investment Partners, LLC | 0001427373 | Feb 18, 2025 | 41 | $237.0M |
| United Bank | 0001697791 | Feb 12, 2025 | 108 | $236.7M |
| Elevation Wealth Partners, LLC | 0001976256 | Jan 29, 2025 | 500 | $236.7M |
| Intrepid Financial Planning Group LLC | 0001641296 | Feb 10, 2025 | 122 | $236.7M |
| GPM Growth Investors, Inc. | 0001799367 | Feb 6, 2025 | 43 | $236.7M |
| BIP Alliance, LLC | 0002056367 | Feb 18, 2025 | 48 | $236.4M |
| Kent Lake PR LLC | 0002037231 | Feb 14, 2025 | 40 | $236.4M |
| Stonehill Capital Management LLC | 0001266227 | Feb 14, 2025 | 10 | $236.4M |
| Potrero Capital Research LLC | 0001536630 | Feb 14, 2025 | 25 | $236.4M |
| 25 LLC | 0001968777 | Jan 15, 2025 | 57 | $236.3M |
| Hillman Co. | 0001036288 | Jan 21, 2025 | 13 | $236.2M |
| StrongBox Wealth, LLC | 0001812155 | Jan 14, 2025 | 89 | $236.2M |
| Lountzis Asset Management, LLC | 0001821168 | Feb 3, 2025 | 47 | $236.2M |
| 1 North Wealth Services LLC | 0001641761 | Feb 12, 2025 | 59 | $236.1M |
| Tiller Private Wealth, Inc. | 0001663649 | Feb 13, 2025 | 56 | $235.9M |
| Twin Peaks Wealth Advisors, LLC | 0002006218 | Feb 4, 2025 | 139 | $235.7M |
| Goldstream Capital Management Ltd | 0001872787 | Feb 14, 2025 | 42 | $235.6M |
| VCI Wealth Management LLC | 0002009388 | Feb 11, 2025 | 86 | $235.6M |
| Accretive Wealth Partners, LLC | 0001844444 | Jan 30, 2025 | 124 | $235.6M |
| Beacon Bridge Wealth Partners, LLC | 0001965468 | Feb 4, 2025 | 88 | $235.5M |
| Halter Ferguson Financial Inc. | 0001842665 | Feb 11, 2025 | 32 | $235.3M |
| Absolute Gestao de Investimentos Ltda. | 0001622610 | Feb 14, 2025 | 39 | $235.3M |
| Breakwater Investment Management | 0002025925 | Jan 16, 2025 | 309 | $235.2M |
| New Century Financial Group, LLC | 0002010693 | Jan 17, 2025 | 286 | $235.2M |
| Horizon Investment Services, LLC | 0001426940 | Feb 12, 2025 | 123 | $235.2M |
| OMC Financial Services LTD | 0002026391 | Jan 28, 2025 | 62 | $235.2M |
| Teramo Advisors, LLC | 0001904821 | Feb 10, 2025 | 6 | $235.1M |
| Brick & Kyle, Associates | 0001632253 | Feb 25, 2025 | 61 | $234.9M |
| Jacobsen Capital Management | 0001782491 | Jan 24, 2025 | 95 | $234.9M |
| Dean Capital Management | 0001455468 | Feb 14, 2025 | 136 | $234.9M |
| First National Bank Sioux Falls | 0001085041 | Jan 13, 2025 | 129 | $234.8M |
| Eukles Asset Management | 0001632553 | Jan 29, 2025 | 229 | $234.7M |
| Lowe Wealth Advisors, LLC | 0001574010 | Jan 10, 2025 | 360 | $234.7M |
| Siligmueller & Norvid Wealth Advisors LLC | 0002052591 | Feb 5, 2025 | 93 | $234.6M |
| Houlihan Financial Resource Group, Ltd. | 0001802879 | Feb 11, 2025 | 103 | $234.6M |
| Brown University | 0001664741 | Feb 10, 2025 | 12 | $234.6M |