| WMG Financial Advisors, LLC | 0001906711 | Jul 30, 2024 | 156 | $189.0M |
| Peirce Capital Management, LLC | 0002008166 | Jul 3, 2024 | 37 | $188.9M |
| Moneywise, Inc. | 0001703080 | Jul 18, 2024 | 57 | $188.9M |
| Donald L. Hagan, LLC | 0001638049 | Jul 19, 2024 | 92 | $188.9M |
| Rise Advisors, LLC | 0001831316 | Jul 9, 2024 | 1,240 | $188.7M |
| Absoluto Partners Gestao de Recursos Ltda | 0001847566 | Nov 14, 2024 | 24 | $188.7M |
| Jupiter Wealth Management LLC | 0001774207 | Aug 12, 2024 | 95 | $188.7M |
| McNaughton Wealth Management, LLC | 0001802691 | Jul 12, 2024 | 53 | $188.6M |
| Kempner Capital Management Inc. | 0000898399 | Jul 19, 2024 | 50 | $188.6M |
| Choice Wealth Advisors LLC | 0001842357 | Jul 15, 2024 | 29 | $188.5M |
| Financial Avengers, Inc. | 0001844393 | Aug 14, 2024 | 155 | $188.4M |
| Pragma Gestao DE Patrimonio Ltd. | 0001555512 | Aug 12, 2024 | 21 | $188.3M |
| Pioneer Wealth Management Group | 0001973339 | Jul 12, 2024 | 40 | $188.3M |
| Ascension Capital Advisors, Inc. | 0001689227 | Aug 8, 2024 | 31 | $188.2M |
| Mirabaud Asset Management (France) SAS | 0002033031 | Aug 13, 2024 | 20 | $188.2M |
| Robbins Farley | 0001847820 | Jul 17, 2024 | 167 | $188.2M |
| Clarus Wealth Advisors | 0001730149 | Jul 11, 2024 | 130 | $188.2M |
| Sitrin Capital Management LLC | 0001664771 | Jul 12, 2024 | 41 | $188.2M |
| Ballentine Capital Advisors, Inc | 0002011580 | Aug 7, 2024 | 29 | $188.1M |
| Pensionfund PDN | 0001297731 | Jul 2, 2024 | 70 | $188.1M |
| Anthracite Investment Company, Inc. | 0001809930 | Aug 8, 2024 | 75 | $188.0M |
| Agate Pass Investment Management, LLC | 0001900409 | Jul 16, 2024 | 94 | $188.0M |
| HarbourVest Partners LLC | 0001201001 | Aug 14, 2024 | 40 | $187.9M |
| Disciplined Investments, LLC | 0001812492 | Aug 12, 2024 | 122 | $187.8M |
| Fogel Capital Management, Inc. | 0002011427 | Aug 7, 2024 | 39 | $187.8M |
| Leicht Financial Planning & Wealth Management, Inc. | 0001710666 | Jul 19, 2024 | 19 | $187.8M |
| Mill Road Capital Management LLC | 0001512275 | Aug 14, 2024 | 21 | $187.7M |
| Benchmark Wealth Management, LLC | 0001788241 | Jul 8, 2024 | 51 | $187.7M |
| Sib LLC | 0001426857 | Aug 14, 2024 | 19 | $187.6M |
| Investmark Advisory Group LLC | 0001926349 | Aug 14, 2024 | 115 | $187.5M |
| Cowa, LLC | 0001844480 | Aug 12, 2024 | 126 | $187.4M |
| Raelipskie Partnership | 0002023896 | Jul 18, 2024 | 101 | $187.4M |
| Lindenwold Advisors, INC | 0001874374 | Aug 13, 2024 | 112 | $187.4M |
| My Personal CFO, LLC | 0001916366 | Jul 26, 2024 | 101 | $187.3M |
| New Perspectives, Inc | 0001909565 | Jul 17, 2024 | 31 | $187.3M |
| Ironwood Investment Management LLC | 0001127761 | Aug 16, 2024 | 169 | $187.0M |
| Oakcliff Capital Partners, LP | 0001657335 | Aug 14, 2024 | 10 | $187.0M |
| Brightlight Capital Management LP | 0001802838 | Aug 14, 2024 | 12 | $187.0M |
| Acuitas Investments, LLC | 0001524828 | Aug 5, 2024 | 118 | $186.8M |
| CPA Asset Management Group, LLC | 0001963967 | Jul 11, 2024 | 76 | $186.7M |
| Granite Bay Wealth Management, LLC | 0001911472 | Aug 21, 2024 | 66 | $186.7M |
| Abbot Financial Management, Inc. | 0001714341 | Aug 9, 2024 | 127 | $186.7M |
| Tandem Wealth Advisors LLC | 0001842557 | Aug 8, 2024 | 50 | $186.6M |
| Porter White Investment Advisors, Inc. | 0001612457 | Jul 7, 2025 | 32 | $186.6M |
| Mendota Financial Group, LLC | 0001964538 | Jul 11, 2024 | 384 | $186.6M |
| Bond & Devick Financial Network, Inc. | 0001843495 | Jul 12, 2024 | 147 | $186.5M |
| Signet Investment Advisory Group, Inc. | 0001766328 | Jul 19, 2024 | 67 | $186.5M |
| Garda Capital Partners LP | 0001666905 | Aug 14, 2024 | 51 | $186.5M |
| Share Andrew L. | 0001693672 | Jul 30, 2024 | 12 | $186.4M |
| Ted Buchan & Co | 0002033413 | Aug 21, 2024 | 85 | $186.4M |
| Worldly Partners Management, LLC | 0001904574 | Aug 14, 2024 | 3 | $186.3M |
| Tabor Asset Management, LP | 0001834780 | Aug 14, 2024 | 39 | $186.3M |
| Maltin Wealth Management, Inc. | 0001764260 | Jul 12, 2024 | 119 | $186.2M |
| New Wave Wealth Advisors LLC | 0002035324 | Aug 27, 2024 | 135 | $186.1M |
| Alexander Labrunerie & Co., Inc. | 0002024333 | Jul 30, 2024 | 89 | $186.1M |
| Beaton Management Co. Inc. | 0001714678 | Aug 13, 2024 | 136 | $186.0M |
| Lipe & Dalton | 0001570396 | Aug 2, 2024 | 98 | $185.9M |
| Colonial River Investments, LLC | 0001845859 | Jul 22, 2024 | 166 | $185.8M |
| Hillcrest Wealth Advisors - NY, LLC | 0001767121 | Jul 18, 2024 | 47 | $185.7M |
| Maryland Capital Advisors Inc. | 0001891201 | Jul 25, 2024 | 250 | $185.7M |
| HTG Investment Advisors, Inc. | 0001963875 | Jul 31, 2024 | 59 | $185.5M |
| Shariaportfolio, Inc. | 0001998574 | Aug 12, 2024 | 33 | $185.4M |
| New Vernon Capital Holdings II LLC | 0001512538 | Aug 14, 2024 | 73 | $185.4M |
| Paragon Capital Management LLC | 0001388437 | Aug 12, 2024 | 52 | $185.3M |
| Optivise Advisory Services LLC | 0002042876 | Nov 14, 2024 | 179 | $185.2M |
| Kessler Investment Group, LLC | 0001525947 | Jul 18, 2024 | 195 | $185.2M |
| Delaney Dennis R | 0001661536 | Aug 12, 2024 | 47 | $185.0M |
| Cook Wealth, LLC | 0001910185 | Jul 31, 2024 | 56 | $185.0M |
| Miller Wealth Advisors, LLC | 0001908158 | Jul 18, 2024 | 81 | $184.8M |
| Bardin Hill Management Partners LP | 0001616416 | Sep 11, 2024 | 24 | $184.6M |
| Bright Futures Wealth Management, LLC. | 0001803980 | Aug 7, 2024 | 209 | $184.5M |
| Westhampton Capital, LLC | 0001639997 | Jul 19, 2024 | 116 | $184.5M |
| TKG Advisors, LLC | 0001843275 | Jul 26, 2024 | 95 | $184.3M |
| Ballast Asset Management, LP | 0001998389 | Aug 14, 2024 | 51 | $184.3M |
| Diametric Capital, LP | 0001719087 | Aug 13, 2024 | 359 | $184.3M |
| One River Asset Management, LLC | 0001616336 | Aug 13, 2024 | 52 | $184.2M |
| PBCay One RSC Ltd | 0002013737 | Jul 18, 2024 | 4 | $184.1M |
| Westerly Capital Management, LLC | 0001546172 | Aug 14, 2024 | 40 | $184.1M |
| Ovata Capital Management Ltd | 0001724517 | Aug 5, 2024 | 38 | $184.1M |
| OnyxPoint Global Management LP | 0001961491 | Aug 14, 2024 | 10 | $183.9M |
| Adalta Capital Management LLC | 0001698926 | Aug 15, 2024 | 101 | $183.9M |
| Moser Wealth Advisors, LLC | 0001803081 | Aug 7, 2024 | 152 | $183.9M |
| Retirement Planning Co of New England, Inc. | 0001817693 | Aug 8, 2024 | 213 | $183.7M |
| Ergawealth Advisors, Inc. | 0001973209 | Jul 22, 2024 | 62 | $183.7M |
| Parker Financial LLC | 0001965668 | Aug 8, 2024 | 42 | $183.6M |
| SWAN Capital LLC | 0001952722 | Aug 14, 2024 | 308 | $183.6M |
| Red Tortoise LLC | 0001910488 | Jul 31, 2024 | 600 | $183.4M |
| Powers Advisory Group, LLC | 0001927474 | Jul 24, 2024 | 96 | $183.4M |
| Pursue Wealth Partners LLC | 0001911091 | Aug 2, 2024 | 111 | $183.4M |
| Melia Wealth LLC | 0001964047 | Aug 12, 2024 | 18 | $183.3M |
| Nkcfo LLC | 0001757282 | Aug 13, 2024 | 81 | $183.3M |
| Members Advisory Group LLC | 0001908587 | Jul 26, 2024 | 31 | $183.2M |
| Consilium Wealth Advisory, LLC | 0001904906 | Aug 1, 2024 | 86 | $183.2M |
| Lavaca Capital LLC | 0001641447 | Aug 13, 2024 | 81 | $183.1M |
| Perritt Capital Management Inc | 0001279342 | Aug 7, 2024 | 321 | $183.1M |
| Seldon Capital LP | 0001867731 | Aug 14, 2024 | 61 | $183.1M |
| State Insurance Fund | 0001970005 | Jul 24, 2024 | 1 | $183.1M |
| Regents of the University of California | 0000315054 | Aug 13, 2024 | 7 | $182.9M |
| New Potomac Partners, LLC | 0001731466 | Jul 18, 2024 | 83 | $182.9M |
| Solas Capital Management, LLC | 0001604867 | Aug 14, 2024 | 20 | $182.9M |