| Samjo Management, LLC | 0001986590 | Aug 13, 2025 | 58 | $237.0M |
| Transce3nd, LLC | 0002023570 | Aug 13, 2025 | 1,215 | $236.9M |
| Lanham O'Dell & Company, Inc. | 0001926344 | Aug 11, 2025 | 41 | $236.8M |
| Fourth Dimension Wealth, LLC | 0002056691 | Aug 5, 2025 | 602 | $236.8M |
| Hall Capital Management Co. Inc. | 0001122490 | Jul 23, 2025 | 94 | $236.7M |
| Act Wealth Management, LLC | 0001814191 | Jul 9, 2025 | 57 | $236.7M |
| True Wind Capital Management, L.P. | 0001824827 | Jul 24, 2025 | 2 | $236.4M |
| Disciplined Investments, LLC | 0001812492 | Jul 29, 2025 | 124 | $236.4M |
| Murphy Pohlad Asset Management LLC | 0001569148 | Aug 4, 2025 | 120 | $236.3M |
| Orin Green Financial, LLC | 0001844227 | Jul 29, 2025 | 78 | $236.3M |
| Weitzel Financial Services, Inc. | 0001846789 | Aug 12, 2025 | 48 | $236.2M |
| Hoertkorn Richard Charles | 0001598177 | Jul 7, 2025 | 79 | $236.2M |
| Orland Properties Ltd | 0001550093 | Aug 14, 2025 | 8 | $236.1M |
| Thrive Capital Management, LLC | 0001765681 | Aug 14, 2025 | 3 | $236.1M |
| Westerly Capital Management, LLC | 0001546172 | Aug 14, 2025 | 38 | $236.0M |
| Serenity Capital Management Pte. LTD. | 0001934957 | Aug 13, 2025 | 8 | $235.8M |
| Crescent Park Management, L.P. | 0001629984 | Aug 13, 2025 | 22 | $235.7M |
| Miller Value Partners | 0001135778 | Aug 14, 2025 | 33 | $235.7M |
| Verisail Partners, LLC | 0002016904 | Jul 28, 2025 | 35 | $235.5M |
| Strait & Sound Wealth Management LLC | 0001966210 | Jul 31, 2025 | 145 | $235.4M |
| Kennedy Investment Group, Inc. | 0001978005 | Jul 16, 2025 | 136 | $235.4M |
| Daily Journal | 0000783412 | Jul 9, 2025 | 4 | $235.4M |
| New Wave Wealth Advisors LLC | 0002035324 | Jul 18, 2025 | 142 | $235.3M |
| FNY Investment Advisers, LLC | 0001742998 | Jul 30, 2025 | 903 | $235.2M |
| Mechanics Financial Corp | 0001821336 | Jul 21, 2025 | 239 | $235.2M |
| Flagship Private Wealth, LLC | 0001842560 | Aug 6, 2025 | 103 | $235.2M |
| Owen LaRue, LLC | 0001965328 | Jul 16, 2025 | 104 | $235.2M |
| Prosperity Financial Group, Inc. | 0001991334 | Jul 30, 2025 | 163 | $235.0M |
| Seneca House Advisors | 0001731359 | Jul 9, 2025 | 82 | $235.0M |
| Two Point Capital Management, Inc. | 0001962382 | Jul 21, 2025 | 25 | $235.0M |
| Landmark Wealth Management, LLC | 0001728778 | Jul 25, 2025 | 87 | $234.8M |
| Crux Wealth Advisors | 0002054270 | Jul 29, 2025 | 166 | $234.8M |
| Silver Lake Advisory, LLC | 0001596055 | Jul 22, 2025 | 104 | $234.8M |
| Beach Point Capital Management LP | 0001453885 | Jul 30, 2025 | 8 | $234.8M |
| Madden Advisory Services, Inc. | 0001542284 | Jul 23, 2025 | 100 | $234.7M |
| Palmer Knight Co | 0001767735 | Jul 29, 2025 | 37 | $234.6M |
| GP Brinson Investments LLC | 0001860928 | Jul 1, 2025 | 16 | $234.5M |
| Five Oceans Advisors | 0001876326 | Jul 16, 2025 | 190 | $234.4M |
| Triton Wealth Management, PLLC | 0001791126 | Jul 28, 2025 | 107 | $234.4M |
| Moerus Capital Management LLC | 0001742647 | Aug 11, 2025 | 14 | $234.3M |
| Prairie Wealth Advisors, Inc. | 0002022783 | Aug 4, 2025 | 152 | $234.1M |
| WJ Interests, LLC | 0001727642 | Jul 22, 2025 | 23 | $233.8M |
| First Sabrepoint Capital Management LP | 0001731530 | Aug 14, 2025 | 23 | $233.7M |
| Atle Fund Management AB | 0001381843 | Jul 14, 2025 | 37 | $233.7M |
| Shariaportfolio, Inc. | 0001998574 | Jul 23, 2025 | 23 | $233.5M |
| Cape Ann Asset Management Ltd | 0001768237 | Aug 11, 2025 | 9 | $233.5M |
| Landmark Wealth Management, Inc. | 0001985016 | Aug 5, 2025 | 44 | $233.4M |
| Colorado Capital Management, Inc. | 0001664147 | Jul 11, 2025 | 100 | $233.4M |
| Bluestem Financial Advisors, LLC | 0001820680 | Jul 23, 2025 | 29 | $233.3M |
| DCM Advisors, LLC | 0001839498 | Aug 15, 2025 | 39 | $233.3M |
| Boone Capital Management LLC | 0001882053 | Aug 14, 2025 | 11 | $233.2M |
| Kensington Investment Counsel, LLC | 0001845536 | Aug 15, 2025 | 101 | $233.2M |
| OCO Capital Partners, L.P. | 0001764525 | Aug 14, 2025 | 4 | $233.1M |
| Avalon Advisory Group | 0001802119 | Jul 14, 2025 | 16 | $232.8M |
| Cornerstone National Bank & Trust Co | 0002104293 | Jan 28, 2026 | 171 | $232.5M |
| Goldstream Capital Management Ltd | 0001872787 | Aug 14, 2025 | 52 | $232.4M |
| Keeler Thomas Management LLC | 0001730660 | Jul 31, 2025 | 108 | $232.4M |
| Colonial River Investments, LLC | 0001845859 | Jul 15, 2025 | 223 | $232.3M |
| Alexis Investment Partners, LLC | 0002054271 | Jul 30, 2025 | 43 | $232.2M |
| River Street Advisors LLC | 0001964897 | Jul 21, 2025 | 162 | $232.2M |
| Brightline Capital Management, LLC | 0001432450 | Aug 14, 2025 | 15 | $232.2M |
| Polianta Ltd | 0001695214 | Jul 10, 2025 | 73 | $232.1M |
| Amiral Gestion | 0001828064 | Sep 15, 2025 | 21 | $231.9M |
| Beacon Investment Advisors LLC | 0001961635 | Aug 14, 2025 | 161 | $231.9M |
| Zeno Equity Partners LLP | 0002013334 | Aug 11, 2025 | 11 | $231.9M |
| Ananym Capital Management, LP | 0002037077 | Aug 14, 2025 | 12 | $231.8M |
| Bryant Woods Investment Advisors, LLC | 0001910641 | Jul 24, 2025 | 52 | $231.7M |
| Parker Financial LLC | 0001965668 | Jul 25, 2025 | 35 | $231.5M |
| Harbour Investment Management LLC | 0001275880 | Jul 31, 2025 | 95 | $231.2M |
| Foundation Wealth Management, LLC\PA | 0002011000 | Aug 11, 2025 | 94 | $231.2M |
| Arcus Capital Partners, LLC | 0001651960 | Jul 29, 2025 | 124 | $231.2M |
| Cable Car Capital, LP | 0001699575 | Aug 15, 2025 | 65 | $231.1M |
| Reliant Investment Management, LLC | 0001517429 | Jul 30, 2025 | 56 | $231.0M |
| Eos Management, L.P. | 0001548882 | Jul 29, 2025 | 38 | $231.0M |
| Ridgewood Investments LLC | 0001703556 | Jul 14, 2025 | 682 | $231.0M |
| Aventura Private Wealth, LLC | 0002074418 | Jan 7, 2026 | 783 | $231.0M |
| Boyd Wealth Management, LLC | 0001846114 | Jul 15, 2025 | 52 | $230.9M |
| Red Spruce Capital, LLC | 0001795356 | Jul 8, 2025 | 90 | $230.7M |
| SK Wealth Management, LLC | 0001867958 | Jul 10, 2025 | 79 | $230.7M |
| Limestone Investment Advisors LP | 0002075597 | Aug 14, 2025 | 146 | $230.6M |
| Firethorn Wealth Partners, LLC | 0001845743 | Jul 22, 2025 | 174 | $230.6M |
| Ranch Capital Advisors Inc. | 0001793269 | Jul 31, 2025 | 142 | $230.6M |
| Smith Shellnut Wilson LLC | 0000944317 | Aug 5, 2025 | 138 | $230.6M |
| ORIX Corp | 0001070304 | Nov 13, 2025 | 1 | $230.6M |
| Skaana Management L.P. | 0001860998 | Aug 8, 2025 | 91 | $230.5M |
| Wills Financial Group LLC | 0002059579 | Aug 13, 2025 | 69 | $230.4M |
| Sherbrooke Park Advisers LLC | 0001965377 | Aug 14, 2025 | 503 | $230.3M |
| Balanced Wealth Group LLC | 0002009783 | Aug 13, 2025 | 70 | $230.3M |
| Optimum Investment Advisors | 0001037763 | Jul 31, 2025 | 613 | $230.3M |
| SWAN Capital LLC | 0001952722 | Aug 14, 2025 | 480 | $230.2M |
| Seldon Capital LP | 0001867731 | Aug 14, 2025 | 67 | $230.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 0001632078 | Jul 23, 2025 | 96 | $230.1M |
| MBE Wealth Management, LLC | 0001775850 | Jul 16, 2025 | 135 | $230.0M |
| Summit Investment Advisory Services, LLC | 0001914395 | Nov 7, 2025 | 71 | $229.9M |
| HAP Trading, LLC | 0001484972 | Aug 13, 2025 | 107 | $229.9M |
| Trellis Wealth Advisors LLC | 0001989031 | Jul 21, 2025 | 37 | $229.8M |
| Greenbush Financial Group, LLC | 0002061818 | Jul 17, 2025 | 32 | $229.5M |
| Lumbard & Kellner, LLC | 0001602476 | Aug 13, 2025 | 88 | $229.4M |
| Stenham Asset Management Ltd | 0001840750 | Aug 14, 2025 | 24 | $229.4M |
| Collaborative Wealth Managment Inc. | 0001896419 | Aug 8, 2025 | 182 | $229.3M |