| DCF Advisers, LLC | 0001802493 | Nov 13, 2024 | 81 | $194.2M |
| Flagship Private Wealth, LLC | 0001842560 | Oct 30, 2024 | 101 | $194.2M |
| First City Capital Management, Inc. | 0001427350 | Nov 7, 2024 | 162 | $194.0M |
| Florida Financial Advisors, LLC | 0002050972 | Jan 10, 2025 | 172 | $194.0M |
| Fogel Capital Management, Inc. | 0002011427 | Nov 5, 2024 | 39 | $193.9M |
| Adalta Capital Management LLC | 0001698926 | Nov 15, 2024 | 95 | $193.9M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0001694895 | Oct 18, 2024 | 114 | $193.9M |
| Delaney Dennis R | 0001661536 | Nov 12, 2024 | 45 | $193.8M |
| Cahill Wealth Management, LLC | 0001927960 | Nov 1, 2024 | 50 | $193.8M |
| IMPACTfolio, LLC | 0001896447 | Oct 1, 2024 | 53 | $193.7M |
| Heritage Family Offices, LLP | 0002019316 | Oct 16, 2024 | 180 | $193.7M |
| Briaud Financial Planning Inc | 0001800586 | Nov 8, 2024 | 141 | $193.6M |
| Cherry Creek Investment Advisors, Inc. | 0001877829 | Oct 22, 2024 | 108 | $193.5M |
| Schrum Private Wealth Management LLC | 0001914987 | Nov 5, 2024 | 167 | $193.5M |
| Creekside Partners | 0002035951 | Nov 8, 2024 | 165 | $193.5M |
| Blackston Financial Advisory Group, LLC | 0001910984 | Oct 23, 2024 | 134 | $193.4M |
| Pragma Gestao DE Patrimonio Ltd. | 0001555512 | Nov 1, 2024 | 19 | $193.4M |
| Everpar Advisors LLC | 0002010410 | Oct 7, 2024 | 259 | $193.3M |
| Granby Capital Management, LLC | 0001857581 | Nov 14, 2024 | 23 | $193.3M |
| Paragon Capital Management LLC | 0001388437 | Nov 4, 2024 | 60 | $193.3M |
| State Insurance Fund | 0001970005 | Oct 29, 2024 | 1 | $193.3M |
| Melia Wealth LLC | 0001964047 | Nov 14, 2024 | 20 | $193.2M |
| Significant Wealth Partners LLC | 0001964680 | Nov 12, 2024 | 80 | $193.2M |
| Tieton Capital Management, LLC | 0001381954 | Nov 12, 2024 | 40 | $193.1M |
| Pinnacle Family Advisors, LLC | 0001679064 | Nov 14, 2024 | 117 | $193.0M |
| DG Capital Management, LLC | 0001512716 | Nov 13, 2024 | 14 | $193.0M |
| Moser Wealth Advisors, LLC | 0001803081 | Nov 5, 2024 | 140 | $192.9M |
| Alhambra Investment Management LLC | 0001802696 | Oct 15, 2024 | 174 | $192.8M |
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) | 0001910318 | Nov 12, 2024 | 1 | $192.7M |
| New England Capital Financial Advisors LLC | 0001964652 | Oct 30, 2024 | 400 | $192.6M |
| Northstar Advisory Group, LLC | 0001816000 | Nov 8, 2024 | 97 | $192.5M |
| Resolute Wealth Strategies, LLC | 0001973981 | Nov 12, 2024 | 99 | $192.5M |
| HarbourVest Partners LLC | 0001201001 | Nov 14, 2024 | 34 | $192.3M |
| Wealth Quarterback LLC | 0001803386 | Nov 1, 2024 | 130 | $192.2M |
| Resolute Capital Asset Partners LLC | 0001834913 | Nov 8, 2024 | 34 | $192.2M |
| Findell Capital Management LLC | 0001814465 | Nov 14, 2024 | 19 | $192.1M |
| Financial Council, LLC | 0001883629 | Nov 12, 2024 | 91 | $192.0M |
| Burford Brothers, Inc. | 0002001434 | Oct 23, 2024 | 157 | $191.8M |
| Ridgecrest Wealth Partners, LLC | 0001860719 | Nov 4, 2024 | 112 | $191.8M |
| Rings Capital Management LLC | 0001771122 | Nov 14, 2024 | 8 | $191.8M |
| Chronos Wealth Management, LLC | 0001801792 | Oct 17, 2024 | 41 | $191.8M |
| Marlin Sams Capital Management LLC | 0001608618 | Nov 1, 2024 | 3 | $191.5M |
| Freemont Management S.A. | 0001609120 | Nov 6, 2024 | 76 | $191.4M |
| Vivid Wealth Management, LLC | 0002007281 | Oct 24, 2024 | 60 | $191.4M |
| Cunning Capital Partners, LP | 0001571075 | Nov 12, 2024 | 77 | $191.4M |
| Obsidian Personal Planning Solutions LLC | 0001909128 | Nov 7, 2024 | 101 | $191.3M |
| Cresta Advisors, Ltd. | 0001947670 | Nov 18, 2024 | 50 | $191.2M |
| Dudley Capital Management, LLC | 0001965760 | Oct 31, 2024 | 126 | $191.0M |
| BlueChip Wealth Advisors LLC | 0002015578 | Nov 14, 2024 | 152 | $191.0M |
| Decade Renewable Partners LP | 0001915836 | Nov 14, 2024 | 32 | $190.7M |
| Bowman & Co S.C. | 0001906275 | Nov 7, 2024 | 100 | $190.6M |
| Metavasi Capital LP | 0001864835 | Nov 14, 2024 | 27 | $190.6M |
| Wisconsin Capital Management LLC | 0000926833 | Oct 30, 2024 | 49 | $190.5M |
| Arbor Trust Wealth Advisors, LLC | 0001797135 | Oct 23, 2024 | 100 | $190.4M |
| O'Connor Financial Group LLC | 0001973783 | Oct 8, 2024 | 55 | $190.3M |
| Citadel Investment Advisory, Inc. | 0001811907 | Oct 16, 2024 | 81 | $190.2M |
| Alternative Investment Advisors, LLC. | 0002009486 | Dec 11, 2024 | 50 | $190.2M |
| Three Seasons Wealth, LLC | 0002044495 | Apr 4, 2025 | 107 | $190.1M |
| Optivise Advisory Services LLC | 0002042876 | Nov 12, 2024 | 164 | $190.0M |
| Carl P. Sherr & Co., LLC | 0001818535 | Nov 14, 2024 | 114 | $190.0M |
| New Insight Wealth Advisors | 0002022328 | Nov 13, 2024 | 91 | $190.0M |
| Arcadia Wealth Management, LLC | 0001964226 | Nov 7, 2024 | 62 | $190.0M |
| Envision Financial Planning, LLC | 0001964460 | Nov 7, 2024 | 36 | $190.0M |
| Tandem Capital Management Corp. | 0000873759 | Oct 25, 2024 | 115 | $189.9M |
| Patrick Mauro Investment Advisor, INC. | 0001953787 | Nov 12, 2024 | 43 | $189.8M |
| Discipline Wealth Solutions, LLC | 0002010507 | Nov 19, 2024 | 68 | $189.4M |
| Plan Group Financial, LLC | 0001940033 | Oct 22, 2024 | 114 | $189.4M |
| Hansen & Associates Financial Group, Inc. | 0001873973 | Nov 5, 2024 | 15 | $189.4M |
| Axiom Financial Strategies, LLC | 0001831985 | Nov 12, 2024 | 45 | $189.4M |
| D. Scott Neal, Inc. | 0001596920 | Oct 17, 2024 | 58 | $189.1M |
| First Citizens Financial Corp | 0001800597 | Oct 3, 2024 | 121 | $189.0M |
| Holowesko Partners Ltd. | 0001428569 | Nov 12, 2024 | 26 | $189.0M |
| Financial Freedom, LLC | 0001965484 | Oct 29, 2024 | 356 | $188.9M |
| Solstein Capital, LLC | 0001730769 | Oct 29, 2024 | 314 | $188.8M |
| Integrated Capital Management, LLC | 0002040070 | Nov 12, 2024 | 59 | $188.8M |
| Element Wealth, LLC | 0001802743 | Oct 23, 2024 | 284 | $188.7M |
| Second Half Financial Partners, LLC | 0001946654 | Nov 8, 2024 | 93 | $188.7M |
| S.A. Mason LLC | 0001800911 | Oct 25, 2024 | 324 | $188.6M |
| Quantitative Strategies, Inc. | 0001810224 | Oct 23, 2024 | 18 | $188.6M |
| Sterling Group Wealth Management, LLC | 0001852307 | Oct 7, 2024 | 63 | $188.6M |
| Acorn Creek Capital LLC | 0001994827 | Oct 15, 2024 | 75 | $188.6M |
| Summit Investment Advisory Services, LLC | 0001914395 | Oct 16, 2024 | 71 | $188.5M |
| CHB Investment Group, LLC | 0001933274 | Oct 17, 2024 | 73 | $188.5M |
| SFG Wealth Management, LLC. | 0001908914 | Nov 1, 2024 | 91 | $188.5M |
| Scalar Gauge Management, LLC | 0001965542 | Nov 14, 2024 | 25 | $188.4M |
| Dixon Fnancial Services, Inc. | 0001909993 | Oct 22, 2024 | 37 | $188.3M |
| Owen LaRue, LLC | 0001965328 | Nov 13, 2024 | 95 | $188.3M |
| Melone Private Wealth, LLC | 0001905765 | Oct 7, 2024 | 49 | $188.3M |
| Mark Sheptoff Financial Planning, LLC | 0001607355 | Nov 14, 2024 | 428 | $188.2M |
| Shariaportfolio, Inc. | 0001998574 | Oct 21, 2024 | 31 | $188.1M |
| Stephens Group, LLC | 0001427999 | Oct 3, 2024 | 3 | $188.0M |
| Triad Wealth Partners, LLC | 0002012717 | Oct 21, 2024 | 47 | $188.0M |
| Blantyre Capital Ltd | 0001887451 | Nov 14, 2024 | 1 | $188.0M |
| Pine Brook Road Advisors, L.P. | 0001630691 | Nov 8, 2024 | 3 | $187.9M |
| New Perspectives, Inc | 0001909565 | Oct 18, 2024 | 37 | $187.8M |
| Bardin Hill Management Partners LP | 0001616416 | Nov 14, 2024 | 29 | $187.7M |
| Kanen Wealth Management LLC | 0001681614 | Oct 16, 2024 | 21 | $187.5M |
| Forte Asset Management LLC | 0001927129 | Oct 28, 2024 | 63 | $187.5M |
| Marmo Financial Group, LLC | 0001964829 | Oct 24, 2024 | 28 | $187.4M |
| Chicago Wealth Management, Inc. | 0001592178 | Nov 12, 2024 | 49 | $187.4M |