| CGC Financial Services, LLC | 0001992785 | Apr 23, 2024 | 360 | $191.0M |
| Unison Asset Management LLC | 0001840755 | May 10, 2024 | 33 | $191.0M |
| Pragma Gestao DE Patrimonio Ltd. | 0001555512 | May 14, 2024 | 20 | $191.0M |
| Catalyst Private Wealth, LLC | 0001831193 | Apr 11, 2024 | 75 | $190.9M |
| Tieton Capital Management, LLC | 0001381954 | May 10, 2024 | 38 | $190.8M |
| Ironwood Wealth Management, Inc. | 0001844821 | Apr 12, 2024 | 22 | $190.7M |
| Lodestone Wealth Management LLC | 0001950158 | Apr 30, 2024 | 148 | $190.7M |
| Wisconsin Capital Management LLC | 0000926833 | May 15, 2024 | 47 | $190.5M |
| VeriStar Capital Management LP | 0001905111 | May 15, 2024 | 11 | $190.5M |
| San Luis Wealth Advisors LLC | 0001844709 | Apr 11, 2024 | 46 | $190.5M |
| Garrison Asset Management, LLC | 0001519319 | May 10, 2024 | 108 | $190.4M |
| Mitchell & Pahl Private Wealth, LLC | 0001836506 | Apr 26, 2024 | 142 | $190.4M |
| BOS Asset Management, LLC | 0001965814 | May 7, 2024 | 154 | $190.4M |
| Greenfield Savings Bank | 0001940406 | Apr 10, 2024 | 149 | $190.2M |
| Birchcreek Wealth Management, LLC | 0001840341 | Apr 29, 2024 | 156 | $190.2M |
| Wimmer Associates 1, LLC | 0001667019 | May 14, 2024 | 111 | $190.2M |
| Brookmont Capital Management | 0001512978 | Apr 16, 2024 | 51 | $190.2M |
| Altus Wealth Management, LLC | 0001802107 | Apr 15, 2024 | 41 | $190.1M |
| Long Path Partners LP | 0001905112 | May 15, 2024 | 9 | $190.0M |
| Midwest Heritage Bank, FSB | 0001906805 | Apr 24, 2024 | 54 | $190.0M |
| Napa Wealth Management | 0001602844 | Aug 14, 2024 | 71 | $189.9M |
| Machina Capital S.A.S. | 0001744373 | May 13, 2024 | 243 | $189.9M |
| Gunma Bank,Ltd. | 0001549449 | Apr 24, 2024 | 25 | $189.9M |
| Ariose Capital Management Ltd | 0001665925 | Apr 30, 2024 | 12 | $189.9M |
| 7G Capital Management, LLC | 0001720350 | May 10, 2024 | 7 | $189.8M |
| Madden Advisory Services, Inc. | 0001542284 | May 3, 2024 | 92 | $189.8M |
| StrongBox Wealth, LLC | 0001812155 | May 14, 2024 | 81 | $189.7M |
| WJ Interests, LLC | 0001727642 | Apr 10, 2024 | 12 | $189.5M |
| Powell Investment Advisors, LLC | 0001802195 | Apr 16, 2024 | 145 | $189.4M |
| Sequent Asset Management, LLC | 0001509550 | Apr 17, 2024 | 82 | $189.2M |
| GraniteShares Advisors LLC | 0001839545 | Apr 22, 2024 | 92 | $189.2M |
| Donald L. Hagan, LLC | 0001638049 | Apr 19, 2024 | 100 | $189.2M |
| Stonebridge Financial Planning Group, LLC | 0001802494 | May 13, 2024 | 151 | $189.1M |
| Jupiter Wealth Management LLC | 0001774207 | May 9, 2024 | 94 | $188.9M |
| Decade Renewable Partners LP | 0001915836 | May 15, 2024 | 30 | $188.8M |
| OnyxPoint Global Management LP | 0001961491 | May 15, 2024 | 9 | $188.8M |
| Ridgewood Investments LLC | 0001703556 | Apr 10, 2024 | 188 | $188.7M |
| Scientech Research LLC | 0002011556 | May 15, 2024 | 394 | $188.7M |
| Smith Shellnut Wilson LLC | 0000944317 | May 1, 2024 | 131 | $188.6M |
| Key Client Fiduciary Advisors, LLC | 0001912612 | Apr 15, 2024 | 183 | $188.4M |
| Financial Avengers, Inc. | 0001844393 | May 13, 2024 | 153 | $188.4M |
| Baron Wealth Management LLC | 0001968507 | May 8, 2024 | 181 | $188.3M |
| Virtus Advisers, LLC | 0001587281 | May 15, 2024 | 422 | $188.2M |
| Porter White Investment Advisors, Inc. | 0001612457 | Jul 15, 2025 | 31 | $188.1M |
| Ratan Capital Management LP | 0001566887 | May 14, 2024 | 39 | $188.1M |
| Tactive Advisors, LLC | 0002002409 | Jun 4, 2024 | 126 | $188.1M |
| Proathlete Wealth Management LLC | 0002012065 | May 7, 2024 | 56 | $188.0M |
| Grunden Financial Advisory, Inc. | 0002010014 | Apr 30, 2024 | 24 | $188.0M |
| Caliber Wealth Management, LLC | 0001800453 | Apr 25, 2024 | 58 | $188.0M |
| Monumental Financial Group Inc. | 0001861798 | Apr 16, 2024 | 40 | $188.0M |
| Baugh & Associates, LLC | 0001730818 | Apr 16, 2024 | 40 | $187.9M |
| Eudaimonia Advisors LLC | 0001905084 | Apr 25, 2024 | 161 | $187.8M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 0001685660 | Sep 22, 2026 | 13 | $187.8M |
| Eaton-Cambridge Inc. | 0002011052 | May 15, 2024 | 30 | $187.8M |
| Orion Capital Management LLC | 0001846758 | May 10, 2024 | 496 | $187.7M |
| Thrive Capital Management, LLC | 0001845943 | May 13, 2024 | 120 | $187.7M |
| Rise Advisors, LLC | 0001831316 | Apr 9, 2024 | 1,265 | $187.7M |
| Pinnacle Family Advisors, LLC | 0001679064 | May 15, 2024 | 100 | $187.6M |
| Compass Financial Group, Inc. | 0001666910 | May 2, 2024 | 36 | $187.6M |
| Seneca Financial Advisors LLC | 0002082922 | Aug 27, 2025 | 57 | $187.6M |
| Ransom Advisory, Ltd | 0002065136 | Jan 22, 2026 | 341 | $187.5M |
| Resurgent Financial Advisors LLC | 0001912339 | May 10, 2024 | 189 | $187.4M |
| Kennedy Investment Group, Inc. | 0001978005 | Apr 22, 2024 | 121 | $187.4M |
| Cora Capital Advisors LLC | 0001964530 | Apr 18, 2024 | 95 | $187.3M |
| Bond Capital Management, LP | 0001923934 | Apr 26, 2024 | 5 | $187.3M |
| Lindenwold Advisors, INC | 0001874374 | May 9, 2024 | 117 | $187.0M |
| Pensionfund PDN | 0001297731 | Apr 3, 2024 | 71 | $186.9M |
| BCK Partners, Inc. | 0001845867 | Apr 30, 2024 | 29 | $186.9M |
| FOCUS Wealth Advisors, LLC | 0001845643 | Apr 11, 2024 | 58 | $186.8M |
| Joseph P. Lucia & Associates, LLC | 0001775391 | May 3, 2024 | 122 | $186.7M |
| Foguth Wealth Management, LLC. | 0002016322 | Apr 17, 2024 | 128 | $186.6M |
| Peninsula Asset Management Inc. | 0001091923 | May 10, 2024 | 42 | $186.6M |
| FWG Holdings, LLC | 0001862067 | May 13, 2024 | 108 | $186.5M |
| Agate Pass Investment Management, LLC | 0001900409 | Apr 15, 2024 | 95 | $186.4M |
| Independent Family Office, LLC | 0001756485 | Apr 29, 2024 | 74 | $186.3M |
| American Financial & Tax Strategies Inc. | 0000911927 | Aug 2, 2024 | 91 | $186.3M |
| Mb, Levis & Associates, LLC | 0002065807 | May 7, 2025 | 283 | $186.2M |
| PFC Capital Group, Inc. | 0002010374 | May 2, 2024 | 77 | $186.2M |
| Milestones Administradora de Recursos Ltda. | 0001912095 | May 20, 2024 | 18 | $186.2M |
| NewGen Asset Management Ltd | 0001845012 | May 15, 2024 | 27 | $186.2M |
| John W. Brooker & Co., CPAs | 0001798926 | Apr 17, 2024 | 74 | $186.2M |
| Tilson Financial Group, Inc. | 0001964820 | Apr 25, 2024 | 69 | $186.2M |
| Sensible Money, LLC | 0001965229 | Jun 25, 2024 | 82 | $186.0M |
| Paragon Capital Management LLC | 0001388437 | May 13, 2024 | 53 | $185.6M |
| Invenio Wealth Partners LLC | 0001989341 | May 9, 2024 | 96 | $185.5M |
| LSP Investment Advisors, LLC | 0001728850 | May 15, 2024 | 26 | $185.5M |
| Ascension Asset Management LLC | 0001714062 | May 10, 2024 | 86 | $185.5M |
| Spreng Capital Management, Inc. | 0001800913 | May 10, 2024 | 89 | $185.5M |
| Perritt Capital Management Inc | 0001279342 | May 15, 2024 | 330 | $185.2M |
| Ranch Capital Advisors Inc. | 0001793269 | May 13, 2024 | 154 | $185.1M |
| Bright Futures Wealth Management, LLC. | 0001803980 | Jun 28, 2024 | 207 | $184.9M |
| Velan Capital Investment Management LP | 0001848809 | May 14, 2024 | 19 | $184.9M |
| Ayrshire Capital Management LLC | 0001801563 | Apr 18, 2024 | 46 | $184.9M |
| Koss-Olinger Consulting, LLC | 0001861163 | Apr 18, 2024 | 46 | $184.9M |
| Capital Today Evergreen Fund, L.P. | 0001625502 | May 3, 2024 | 3 | $184.8M |
| Game Creek Capital, LP | 0001731132 | May 15, 2024 | 58 | $184.8M |
| Foresight Group Ltd Liability Partnership | 0001943441 | May 14, 2024 | 31 | $184.7M |
| Findell Capital Management LLC | 0001814465 | May 15, 2024 | 17 | $184.7M |
| Cherry Creek Investment Advisors, Inc. | 0001877829 | Apr 23, 2024 | 104 | $184.7M |
| Ballast Asset Management, LP | 0001998389 | May 15, 2024 | 51 | $184.6M |