| Porter White Investment Advisors, Inc. | 0001612457 | Jul 7, 2025 | 33 | $199.6M |
| Lloyd Harbor Capital Management, LLC | 0001847935 | Nov 14, 2024 | 20 | $199.6M |
| Ballentine Capital Advisors, Inc | 0002011580 | Nov 19, 2024 | 29 | $199.4M |
| JS Capital Management LLC | 0001562668 | Nov 14, 2024 | 1 | $199.4M |
| Parker Financial LLC | 0001965668 | Nov 4, 2024 | 35 | $199.3M |
| Quad-Cities Investment Group, LLC | 0001741426 | Oct 16, 2024 | 184 | $199.3M |
| Independent Family Office, LLC | 0001756485 | Nov 14, 2024 | 71 | $199.2M |
| Prospect Hill Management, LLC | 0001837320 | Nov 5, 2024 | 16 | $199.2M |
| Trueblood Wealth Management, LLC | 0002005380 | Oct 23, 2024 | 231 | $199.2M |
| Peirce Capital Management, LLC | 0002008166 | Oct 9, 2024 | 35 | $199.2M |
| TCFG Wealth Management, LLC | 0001548059 | Oct 15, 2024 | 222 | $199.0M |
| Cook Wealth, LLC | 0001910185 | Nov 4, 2024 | 54 | $199.0M |
| Wetzel Investment Advisors, Inc. | 0002009211 | Oct 29, 2024 | 121 | $198.9M |
| Marathon Asset Management LP | 0001279913 | Mar 24, 2025 | 8 | $198.9M |
| Oakcliff Capital Partners, LP | 0001657335 | Nov 14, 2024 | 9 | $198.9M |
| Abbot Financial Management, Inc. | 0001714341 | Nov 8, 2024 | 127 | $198.7M |
| RHS Financial, LLC | 0001766514 | Nov 1, 2024 | 135 | $198.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 0001710666 | Oct 16, 2024 | 19 | $198.6M |
| Hapanowicz & Associates Financial Services, Inc | 0001695959 | Oct 30, 2024 | 29 | $198.6M |
| Red Tortoise LLC | 0001910488 | Oct 28, 2024 | 566 | $198.6M |
| Robbins Farley | 0001847820 | Oct 16, 2024 | 155 | $198.6M |
| Lindenwold Advisors, INC | 0001874374 | Nov 7, 2024 | 115 | $198.5M |
| DCM Advisors, LLC | 0001839498 | Nov 14, 2024 | 52 | $198.5M |
| AAF Wealth Management, LLC | 0001726609 | May 19, 2025 | 44 | $198.5M |
| Nalanda India Fund LTD | 0001430193 | Oct 28, 2024 | 1 | $198.4M |
| Peninsula Asset Management Inc. | 0001091923 | Nov 12, 2024 | 43 | $198.3M |
| Svenska Handelsbanken AB (publ) | 0001643792 | Oct 11, 2024 | 7 | $198.3M |
| Gables Capital Management Inc. | 0001740839 | Oct 25, 2024 | 446 | $198.2M |
| Avaii Wealth Management, LLC | 0001904431 | Oct 16, 2024 | 129 | $198.0M |
| Doma Perpetual Capital Management LLC | 0001962221 | Nov 14, 2024 | 8 | $198.0M |
| Lipe & Dalton | 0001570396 | Nov 4, 2024 | 102 | $198.0M |
| Meridian Financial Partners LLC | 0001763722 | Oct 17, 2024 | 100 | $197.8M |
| Security Benefit Life Insurance Co. | 0000869772 | Oct 22, 2024 | 27 | $197.8M |
| Beaton Management Co. Inc. | 0001714678 | Nov 6, 2024 | 135 | $197.7M |
| ORBA Wealth Advisors, L.L.C. | 0002010248 | Oct 9, 2024 | 104 | $197.6M |
| Painted Porch Advisors LLC | 0002024585 | Jul 14, 2025 | 434 | $197.6M |
| Plum Street Advisors, LLC | 0002068236 | May 29, 2025 | 84 | $197.5M |
| Boyd Wealth Management, LLC | 0001846114 | Oct 25, 2024 | 48 | $197.4M |
| Tri Ri Asset Management Corp | 0002045579 | Nov 26, 2024 | 29 | $197.4M |
| Tandem Wealth Advisors LLC | 0001842557 | Nov 13, 2024 | 49 | $197.4M |
| HAP Trading, LLC | 0001484972 | Nov 12, 2024 | 82 | $197.2M |
| Garrison Asset Management, LLC | 0001519319 | Oct 30, 2024 | 109 | $197.1M |
| American Financial & Tax Strategies Inc. | 0000911927 | Oct 29, 2024 | 92 | $197.1M |
| Firethorn Wealth Partners, LLC | 0001845743 | Oct 16, 2024 | 151 | $197.0M |
| Westhampton Capital, LLC | 0001639997 | Oct 22, 2024 | 115 | $197.0M |
| Traveka Wealth, LLC | 0002009176 | Oct 8, 2024 | 132 | $197.0M |
| Fairway Wealth LLC | 0002019393 | Nov 1, 2024 | 100 | $196.9M |
| Littlejohn & Co. LLC | 0001042537 | Nov 13, 2024 | 11 | $196.6M |
| Jackson Hill Advisors, LLC | 0001911159 | Nov 7, 2024 | 13 | $196.6M |
| Carolina Wealth Advisors, LLC | 0001786411 | Oct 21, 2024 | 339 | $196.6M |
| Deseret Mutual Benefit Administrators | 0001789351 | Oct 31, 2024 | 493 | $196.5M |
| Wealth Advisors of Iowa, LLC | 0001803005 | Nov 12, 2024 | 69 | $196.4M |
| Serenity Capital Management Pte. LTD. | 0001934957 | Oct 17, 2024 | 4 | $196.4M |
| Bryant Woods Investment Advisors, LLC | 0001910641 | Nov 13, 2024 | 46 | $196.4M |
| Clarus Wealth Advisors | 0001730149 | Oct 8, 2024 | 134 | $196.3M |
| Industrial Alliance Investment Management Inc. | 0001630798 | Nov 14, 2024 | 15 | $196.3M |
| Anchor IV Pte. Ltd. | 0001993966 | Nov 14, 2024 | 1 | $196.2M |
| Shira Ridge Wealth Management | 0001961210 | Oct 10, 2024 | 81 | $196.1M |
| Waterford Advisors, LLC | 0001960657 | Nov 14, 2024 | 50 | $196.0M |
| Investment Planning Advisors, Inc. | 0002024049 | Oct 10, 2024 | 59 | $196.0M |
| Strategic Financial Partners, Ltd. | 0002027921 | Oct 28, 2024 | 67 | $195.9M |
| Peoples Bank | 0000934866 | Oct 23, 2024 | 125 | $195.8M |
| Donald L. Hagan, LLC | 0001638049 | Oct 30, 2024 | 96 | $195.8M |
| Savoir Faire Capital Management, L.P. | 0001710593 | Nov 7, 2024 | 47 | $195.7M |
| TAGStone Capital, Inc. | 0001903044 | Nov 8, 2024 | 92 | $195.7M |
| Ballast Asset Management, LP | 0001998389 | Nov 14, 2024 | 49 | $195.6M |
| Riposte Capital LLC | 0001672355 | Nov 14, 2024 | 15 | $195.6M |
| Cordant, Inc. | 0001830942 | Oct 17, 2024 | 75 | $195.6M |
| Alta Fox Capital Management, LLC | 0001858353 | Nov 14, 2024 | 14 | $195.6M |
| CV Advisors LLC | 0001872254 | Oct 30, 2024 | 19 | $195.6M |
| SK Wealth Management, LLC | 0001867958 | Dec 30, 2024 | 71 | $195.5M |
| Family Wealth Partners, LLC | 0002016217 | Oct 10, 2024 | 44 | $195.5M |
| Jupiter Wealth Management LLC | 0001774207 | Nov 4, 2024 | 93 | $195.4M |
| Kempner Capital Management Inc. | 0000898399 | Oct 21, 2024 | 51 | $195.4M |
| AJ Advisors, LLC | 0001951167 | Oct 31, 2024 | 34 | $195.0M |
| Silver Oak Advisory Group, Inc. | 0001906937 | Nov 8, 2024 | 68 | $195.0M |
| Pension & Wealth Management Advisors, Inc. | 0002145782 | Aug 7, 2026 | 379 | $195.0M |
| Register Financial Advisors LLC | 0001962636 | Oct 15, 2024 | 298 | $194.9M |
| Transcendent Capital Group LLC | 0002013703 | Nov 1, 2024 | 464 | $194.9M |
| SGL Investment Advisors, Inc. | 0002043186 | Nov 15, 2024 | 106 | $194.8M |
| Blue Barn Wealth, LLC | 0001879206 | Oct 17, 2024 | 156 | $194.8M |
| Dunhill Financial, LLC | 0001948904 | Nov 15, 2024 | 929 | $194.7M |
| Bellevue Asset Management, LLC | 0001801619 | Oct 25, 2024 | 459 | $194.7M |
| Chartist Inc. | 0001129770 | Nov 14, 2024 | 25 | $194.7M |
| Davidson Trust Co. | 0001133119 | Nov 13, 2024 | 156 | $194.6M |
| Tyro Capital Management LLC | 0001915395 | Dec 6, 2024 | 12 | $194.6M |
| New Potomac Partners, LLC | 0001731466 | Nov 8, 2024 | 152 | $194.6M |
| Sozo Ventures GP II, L.P. | 0001912294 | Nov 12, 2024 | 2 | $194.6M |
| Discovery Value Fund | 0001750451 | Nov 14, 2024 | 5 | $194.5M |
| Kessler Investment Group, LLC | 0001525947 | Oct 21, 2024 | 188 | $194.5M |
| Perritt Capital Management Inc | 0001279342 | Nov 12, 2024 | 303 | $194.5M |
| Applied Capital LLC | 0001862965 | Oct 18, 2024 | 46 | $194.5M |
| Lee Johnson Capital Management, LLC | 0001674836 | Oct 18, 2024 | 33 | $194.5M |
| Brookmont Capital Management | 0001512978 | Oct 16, 2024 | 56 | $194.5M |
| Peak Financial Advisors LLC | 0001843309 | Oct 10, 2024 | 74 | $194.5M |
| Dravo Bay LLC | 0001910389 | Nov 4, 2024 | 45 | $194.4M |
| venBio Partners LLC | 0001776382 | Nov 14, 2024 | 6 | $194.3M |
| Interactive Financial Advisors, Inc. | 0001419099 | Oct 30, 2024 | 89 | $194.3M |
| Menlo Advisors LLC | 0001279708 | Nov 18, 2024 | 29 | $194.3M |
| Baugh & Associates, LLC | 0001730818 | Oct 31, 2024 | 40 | $194.2M |