| Asset Planning Services Inc. /La/ | 0000811407 | Apr 23, 2024 | 35 | $178.9M |
| HF Advisory Group, LLC | 0001963169 | Apr 22, 2024 | 155 | $178.8M |
| Serenity Capital Management Pte. LTD. | 0001934957 | Apr 24, 2024 | 3 | $178.8M |
| Legal Advantage Investments, Inc. | 0001841769 | Apr 23, 2024 | 104 | $178.8M |
| Conway Capital Management, Inc. | 0002044929 | Dec 3, 2024 | 45 | $178.8M |
| CPA Asset Management Group, LLC | 0001963967 | May 14, 2024 | 77 | $178.6M |
| NCM Capital Management, LLC | 0001907054 | May 15, 2024 | 159 | $178.5M |
| Mader & Shannon Wealth Management, Inc. | 0001535862 | May 13, 2024 | 11 | $178.3M |
| Solano Wealth Management, Inc. | 0001978905 | May 15, 2024 | 31 | $178.3M |
| Hoffman, Alan N Investment Management | 0001848530 | Apr 10, 2024 | 14 | $178.2M |
| Silver Oak Advisory Group, Inc. | 0001906937 | May 3, 2024 | 64 | $178.2M |
| Straight Path Wealth Management | 0001902506 | Apr 30, 2024 | 90 | $178.1M |
| Melia Wealth LLC | 0001964047 | Apr 10, 2024 | 18 | $178.1M |
| Moneda S.A. Administradora General de Fondos | 0001536361 | May 6, 2024 | 25 | $178.1M |
| LaSalle St. Investment Advisors, LLC | 0001966193 | May 13, 2024 | 138 | $178.0M |
| PCA Investment Advisory Services Inc. | 0001977044 | May 7, 2024 | 135 | $177.9M |
| Maltin Wealth Management, Inc. | 0001764260 | Apr 16, 2024 | 120 | $177.8M |
| AAF Wealth Management, LLC | 0001726609 | May 19, 2025 | 43 | $177.8M |
| Consilium Wealth Advisory, LLC | 0001904906 | Apr 30, 2024 | 83 | $177.7M |
| Greytown Advisors Inc. | 0001672829 | May 15, 2024 | 77 | $177.7M |
| Voisard Asset Management Group, Inc. | 0002011215 | Apr 16, 2024 | 359 | $177.7M |
| Whitford Management LLC | 0001957726 | May 15, 2024 | 21 | $177.6M |
| Citadel Investment Advisory, Inc. | 0001811907 | Apr 17, 2024 | 82 | $177.5M |
| Goldstream Capital Management Ltd | 0001872787 | May 14, 2024 | 26 | $177.4M |
| Carl P. Sherr & Co., LLC | 0001818535 | May 2, 2024 | 121 | $177.4M |
| New England Capital Financial Advisors LLC | 0001964652 | May 2, 2024 | 398 | $177.3M |
| Daily Journal | 0000783412 | Apr 4, 2024 | 4 | $177.2M |
| Mendon Capital Advisors Corp. | 0001177043 | May 15, 2024 | 47 | $177.1M |
| State Insurance Fund | 0001970005 | Apr 26, 2024 | 1 | $177.1M |
| Constitution Capital LLC | 0001845531 | Apr 15, 2024 | 60 | $177.1M |
| Colonial River Investments, LLC | 0001845859 | May 10, 2024 | 170 | $177.0M |
| Profit Investment Management, LLC | 0001286295 | Apr 11, 2024 | 78 | $177.0M |
| Fortitude Advisory Group L.L.C. | 0001928999 | May 2, 2024 | 218 | $177.0M |
| Trellis Wealth Advisors LLC | 0001989031 | Apr 22, 2024 | 25 | $177.0M |
| Brightlight Capital Management LP | 0001802838 | May 15, 2024 | 12 | $176.9M |
| Orland Properties Ltd | 0001550093 | May 14, 2024 | 12 | $176.9M |
| Continuum Wealth Advisors, LLC | 0001966482 | May 20, 2024 | 63 | $176.9M |
| Trail Ridge Investment Advisors, LLC | 0001911013 | May 15, 2024 | 102 | $176.8M |
| Clarus Wealth Advisors | 0001730149 | Apr 11, 2024 | 130 | $176.6M |
| Family Wealth Partners, LLC | 0002016217 | Apr 16, 2024 | 41 | $176.5M |
| Members Advisory Group LLC | 0001908587 | Apr 26, 2024 | 26 | $176.5M |
| 5th Street Advisors, LLC | 0001911026 | May 1, 2024 | 29 | $176.5M |
| Banyan Capital Management, Inc. | 0000846600 | May 3, 2024 | 19 | $176.4M |
| Chelsea Counsel Co. | 0001276755 | Jun 17, 2024 | 179 | $176.4M |
| Tandem Capital Management Corp. | 0000873759 | May 16, 2024 | 109 | $176.3M |
| Bellevue Asset Management, LLC | 0001801619 | Apr 26, 2024 | 457 | $176.2M |
| Briaud Financial Planning Inc | 0001800586 | May 3, 2024 | 127 | $175.9M |
| Factorial Partners, LLC | 0001732687 | May 14, 2024 | 82 | $175.9M |
| Patrick Mauro Investment Advisor, INC. | 0001953787 | May 14, 2024 | 42 | $175.9M |
| SWAN Capital LLC | 0001952722 | Apr 30, 2024 | 35 | $175.9M |
| Granite Bay Wealth Management, LLC | 0001911472 | Apr 30, 2024 | 75 | $175.8M |
| Quantum Portfolio Management LLC | 0002003672 | May 14, 2024 | 244 | $175.8M |
| Grand Alliance Asset Management Ltd | 0001986124 | May 15, 2024 | 12 | $175.7M |
| Kiely Wealth Advisory Group, Inc. | 0002005660 | May 14, 2024 | 285 | $175.7M |
| Bantamac Capital, LLC | 0001794972 | May 15, 2024 | 181 | $175.5M |
| Raelipskie Partnership | 0002023896 | May 23, 2024 | 103 | $175.5M |
| Parker Financial LLC | 0001965668 | Apr 23, 2024 | 46 | $175.5M |
| Aft, Forsyth & Company, Inc. | 0001512073 | Apr 30, 2024 | 137 | $175.5M |
| Beacon Investment Advisors LLC | 0001961635 | May 13, 2024 | 133 | $175.4M |
| Pacific Wealth Management | 0001852338 | Apr 16, 2024 | 24 | $175.3M |
| ETF Store, Inc. | 0001911470 | Apr 29, 2024 | 113 | $175.3M |
| Shore Point Advisors, LLC | 0001907092 | Apr 30, 2024 | 59 | $175.2M |
| Arcadia Investment Advisors LLC | 0002047860 | Jan 8, 2025 | 77 | $175.1M |
| Hapanowicz & Associates Financial Services, Inc | 0001695959 | May 8, 2024 | 31 | $175.1M |
| Boyd Wealth Management, LLC | 0001846114 | Apr 24, 2024 | 42 | $175.1M |
| Kopp LeRoy C | 0001399913 | Jun 3, 2024 | 21 | $175.1M |
| Kopp Family Office, LLC | 0001683689 | Jun 17, 2024 | 21 | $175.1M |
| Powers Advisory Group, LLC | 0001927474 | Apr 19, 2024 | 94 | $174.9M |
| Pioneer Wealth Management Group | 0001973339 | Apr 11, 2024 | 39 | $174.9M |
| Morling Financial Advisors, LLC | 0001905198 | May 13, 2024 | 104 | $174.9M |
| Harrington Investments, INC | 0001386364 | Apr 26, 2024 | 82 | $174.8M |
| WMG Financial Advisors, LLC | 0001906711 | May 7, 2024 | 146 | $174.7M |
| Shira Ridge Wealth Management | 0001961210 | Apr 18, 2024 | 73 | $174.7M |
| iSAM Funds (UK) Ltd | 0001919867 | May 15, 2024 | 234 | $174.7M |
| Hansen & Associates Financial Group, Inc. | 0001873973 | May 7, 2024 | 15 | $174.7M |
| Menlo Advisors LLC | 0001279708 | Apr 19, 2024 | 29 | $174.7M |
| Trueblood Wealth Management, LLC | 0002005380 | Apr 26, 2024 | 224 | $174.6M |
| Aurora Investment Counsel | 0001316397 | Jun 4, 2024 | 107 | $174.6M |
| HCC Manager LLC | 0001844818 | May 10, 2024 | 2 | $174.4M |
| MQS Management LLC | 0001759395 | May 14, 2024 | 414 | $174.4M |
| One Plus One Wealth Management, LLC | 0001860132 | Apr 10, 2024 | 98 | $174.4M |
| Etesian Wealth Advisors, Inc. | 0001997586 | Apr 15, 2024 | 112 | $174.3M |
| Cairn Investment Group, Inc. | 0001800358 | Apr 15, 2024 | 65 | $174.2M |
| Loudon Investment Management, LLC | 0001597089 | May 8, 2024 | 96 | $174.1M |
| Gibbs Wealth Management | 0002081110 | Nov 4, 2025 | 192 | $174.0M |
| Quantitative Strategies, Inc. | 0001810224 | May 2, 2024 | 21 | $173.7M |
| EnCap Energy Capital Fund VIII, L.P. | 0001504103 | May 8, 2024 | 3 | $173.6M |
| Alpine Peaks Capital, LP | 0001906602 | May 15, 2024 | 23 | $173.6M |
| Aua Capital Management, LLC | 0001706915 | Apr 11, 2024 | 90 | $173.5M |
| Shariaportfolio, Inc. | 0001998574 | May 1, 2024 | 34 | $173.5M |
| My Personal CFO, LLC | 0001916366 | Apr 24, 2024 | 97 | $173.5M |
| Savvy Advisors, Inc. | 0002003633 | May 13, 2024 | 223 | $173.5M |
| IVC Wealth Advisors LLC | 0001842811 | Apr 19, 2024 | 163 | $173.3M |
| Tyro Capital Management LLC | 0001915395 | May 15, 2024 | 16 | $173.1M |
| BlackBarn Capital Partners LP | 0002010204 | May 15, 2024 | 21 | $173.0M |
| Colorado Capital Management, Inc. | 0001664147 | Apr 16, 2024 | 91 | $172.9M |
| Cordant, Inc. | 0001830942 | Apr 16, 2024 | 70 | $172.5M |
| HTG Investment Advisors, Inc. | 0001963875 | Apr 29, 2024 | 61 | $172.5M |
| Walden Wealth Partners LLC | 0002015425 | Apr 11, 2024 | 92 | $172.3M |
| O'ROURKE & COMPANY, Inc | 0001911468 | Apr 18, 2024 | 142 | $172.3M |