| Chartist Inc. | 0001129770 | Feb 12, 2025 | 25 | $193.0M |
| American Financial & Tax Strategies Inc. | 0000911927 | Jan 28, 2025 | 90 | $193.0M |
| Creekside Partners | 0002035951 | Feb 7, 2025 | 164 | $193.0M |
| Clarity Capital Partners LLC | 0002012239 | Jan 29, 2025 | 130 | $193.0M |
| Melone Private Wealth, LLC | 0001905765 | Jan 14, 2025 | 51 | $193.0M |
| Baugh & Associates, LLC | 0001730818 | Jan 16, 2025 | 39 | $192.9M |
| Perry Creek Capital LP | 0001769704 | Feb 14, 2025 | 11 | $192.8M |
| Sterling Group Wealth Management, LLC | 0001852307 | Jan 21, 2025 | 63 | $192.7M |
| AJ Advisors, LLC | 0001951167 | Jan 24, 2025 | 32 | $192.7M |
| IMPACTfolio, LLC | 0001896447 | Jan 2, 2025 | 49 | $192.7M |
| Dalton Investments, Inc. | 0001388838 | Feb 13, 2025 | 27 | $192.7M |
| FNY Investment Advisers, LLC | 0001742998 | Jan 13, 2025 | 616 | $192.6M |
| Clayton, Dubilier & Rice, LLC | 0001538642 | Feb 3, 2025 | 3 | $192.6M |
| Helix Partners Management LP | 0001995612 | Feb 12, 2025 | 15 | $192.6M |
| Donald L. Hagan, LLC | 0001638049 | Jan 23, 2025 | 90 | $192.6M |
| Chicago Wealth Management, Inc. | 0001592178 | Feb 10, 2025 | 50 | $192.5M |
| Independent Family Office, LLC | 0001756485 | Feb 10, 2025 | 71 | $192.5M |
| JDM Financial Group LLC | 0001960212 | Feb 18, 2025 | 357 | $192.4M |
| Perritt Capital Management Inc | 0001279342 | Feb 12, 2025 | 307 | $192.4M |
| School Employees Retirement Board of Ohio | 0000315024 | Feb 3, 2025 | 5 | $192.4M |
| Arrowroot Family Office, LLC | 0002017744 | Feb 14, 2025 | 133 | $192.3M |
| 5th Street Advisors, LLC | 0001911026 | Jan 28, 2025 | 29 | $192.3M |
| Peak Financial Advisors LLC | 0001843309 | Jan 14, 2025 | 74 | $192.3M |
| Finley Financial, LLC | 0002047823 | Jan 17, 2025 | 122 | $192.2M |
| Moser Wealth Advisors, LLC | 0001803081 | Jan 28, 2025 | 136 | $192.1M |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0001869164 | Feb 18, 2025 | 162 | $192.1M |
| Cottage Street Advisors LLC | 0001665302 | Feb 12, 2025 | 112 | $192.0M |
| Wealthcare Capital Partners, LLC | 0002053307 | Jan 29, 2025 | 118 | $192.0M |
| Proactive Wealth Strategies LLC | 0002043129 | Jan 31, 2025 | 128 | $191.9M |
| VPR Management LLC | 0001894203 | Feb 13, 2025 | 55 | $191.9M |
| Legacy Bridge, LLC | 0001689144 | Jan 22, 2025 | 298 | $191.8M |
| Concorde Asset Management, LLC | 0001631773 | Feb 13, 2025 | 182 | $191.8M |
| Alternative Investment Advisors, LLC. | 0002009486 | Sep 8, 2025 | 55 | $191.7M |
| Fourth Dimension Wealth, LLC | 0002056691 | Feb 18, 2025 | 628 | $191.7M |
| FreeGulliver LLC | 0002032561 | Feb 11, 2025 | 89 | $191.6M |
| FourWorld Capital Management LLC | 0001770525 | Feb 14, 2025 | 20 | $191.6M |
| Melia Wealth LLC | 0001964047 | Feb 13, 2025 | 19 | $191.5M |
| Adalta Capital Management LLC | 0001698926 | Feb 18, 2025 | 99 | $191.5M |
| Harvest Management LLC | 0001140315 | Feb 14, 2025 | 42 | $191.5M |
| Richards, Merrill & Peterson, Inc. | 0000090108 | Feb 13, 2025 | 502 | $191.4M |
| Rings Capital Management LLC | 0001771122 | Feb 14, 2025 | 8 | $191.4M |
| Owen LaRue, LLC | 0001965328 | Feb 14, 2025 | 90 | $191.4M |
| O'Connor Financial Group LLC | 0001973783 | Jan 6, 2025 | 55 | $191.4M |
| ORBA Wealth Advisors, L.L.C. | 0002010248 | Feb 5, 2025 | 104 | $191.3M |
| Grant/GrossMendelsohn, LLC | 0001810677 | Jan 15, 2025 | 139 | $191.3M |
| Cresta Advisors, Ltd. | 0001947670 | Feb 3, 2025 | 50 | $191.2M |
| Element Wealth, LLC | 0001802743 | Feb 3, 2025 | 291 | $191.2M |
| Guardian Point Capital, LP | 0001595932 | Feb 14, 2025 | 8 | $191.2M |
| Breed's Hill Capital LLC | 0001963222 | Feb 18, 2025 | 134 | $191.2M |
| Tower Wealth Partners, Inc. | 0001852808 | Feb 7, 2025 | 77 | $191.1M |
| Worldly Partners Management, LLC | 0001904574 | Feb 14, 2025 | 3 | $191.1M |
| Goodwin Investment Advisory | 0001803294 | Feb 5, 2025 | 39 | $191.0M |
| Interactive Financial Advisors, Inc. | 0001419099 | Feb 6, 2025 | 86 | $190.8M |
| Red Tortoise LLC | 0001910488 | Jan 24, 2025 | 582 | $190.7M |
| Powers Capital, LLC | 0002056287 | Feb 14, 2025 | 2 | $190.7M |
| Tumwater Wealth Management, LLC | 0002034579 | Feb 10, 2025 | 31 | $190.7M |
| SFG Wealth Management, LLC. | 0001908914 | Jan 16, 2025 | 98 | $190.6M |
| Grove Street Fiduciary, LLC | 0002054682 | Feb 3, 2025 | 58 | $190.5M |
| Viewpoint Capital Management LLC | 0001906223 | Jan 29, 2025 | 136 | $190.4M |
| Scoggin Management LP | 0001086416 | Feb 14, 2025 | 31 | $190.4M |
| S.A. Mason LLC | 0001800911 | Jan 24, 2025 | 342 | $190.4M |
| Carl P. Sherr & Co., LLC | 0001818535 | Feb 3, 2025 | 118 | $190.3M |
| Masso Torrence Wealth Management Inc. | 0001903153 | Jan 23, 2025 | 99 | $190.3M |
| ELCO Management Co., LLC | 0001690717 | Feb 13, 2025 | 158 | $190.3M |
| Flat Footed LLC | 0001799456 | Feb 14, 2025 | 8 | $190.3M |
| Delaney Dennis R | 0001661536 | Feb 13, 2025 | 46 | $190.1M |
| Cordant, Inc. | 0001830942 | Jan 15, 2025 | 81 | $190.1M |
| Shared Vision Wealth Group LLC | 0002008178 | Feb 6, 2025 | 75 | $190.0M |
| Sib LLC | 0001426857 | Jan 15, 2025 | 19 | $189.8M |
| Greenbush Financial Group, LLC | 0002061818 | Apr 18, 2025 | 33 | $189.8M |
| Financial Freedom, LLC | 0001965484 | Jan 16, 2025 | 360 | $189.7M |
| Blue Barn Wealth, LLC | 0001879206 | Feb 6, 2025 | 147 | $189.6M |
| Lee Johnson Capital Management, LLC | 0001674836 | Jan 16, 2025 | 29 | $189.5M |
| Meridian Financial Partners LLC | 0001763722 | Jan 14, 2025 | 100 | $189.4M |
| Plan Group Financial, LLC | 0001940033 | Jan 31, 2025 | 115 | $189.3M |
| West Oak Capital, LLC | 0001387399 | Jan 14, 2025 | 314 | $189.3M |
| Infinitum Asset Management, LLC | 0002058093 | Feb 26, 2025 | 18 | $189.2M |
| Tower View Wealth Management LLC | 0001729045 | Feb 5, 2025 | 196 | $189.2M |
| Riposte Capital LLC | 0001672355 | Feb 11, 2025 | 19 | $189.2M |
| Legal Advantage Investments, Inc. | 0001841769 | Jan 16, 2025 | 103 | $189.2M |
| Silver Oak Advisory Group, Inc. | 0001906937 | Feb 7, 2025 | 65 | $189.1M |
| Metavasi Capital LP | 0001864835 | Feb 14, 2025 | 30 | $189.1M |
| GSI Capital Advisors LLC | 0001391974 | Feb 12, 2025 | 31 | $189.1M |
| Dogwood Wealth Management LLC | 0002056922 | Mar 4, 2025 | 283 | $189.0M |
| Delphi Financial Group, Inc. | 0000859139 | Feb 6, 2025 | 24 | $189.0M |
| Pacific Wealth Management | 0001852338 | Feb 12, 2025 | 20 | $189.0M |
| MRA Advisory Group | 0001841816 | Jan 14, 2025 | 123 | $188.7M |
| Lipe & Dalton | 0001570396 | Feb 3, 2025 | 94 | $188.5M |
| FOCUS Wealth Advisors, LLC | 0001845643 | Jan 16, 2025 | 57 | $188.5M |
| Forte Asset Management LLC | 0001927129 | Jan 22, 2025 | 60 | $188.3M |
| Peninsula Asset Management Inc. | 0001091923 | Feb 10, 2025 | 44 | $188.2M |
| Walnut Private Equity Partners, LLC | 0001599275 | Jan 21, 2025 | 12 | $188.2M |
| Threadgill Financial, LLC | 0001814104 | Jan 13, 2025 | 47 | $188.0M |
| Integrated Capital Management, LLC | 0002040070 | Jan 3, 2025 | 57 | $188.0M |
| RCS Financial Planning, LLC | 0001963347 | Jan 23, 2025 | 77 | $187.9M |
| First City Capital Management, Inc. | 0001427350 | Jan 3, 2025 | 153 | $187.9M |
| Schear Investment Advisers, LLC | 0001962838 | Jan 29, 2025 | 88 | $187.8M |
| Headwater Capital Co Ltd | 0002036346 | Jan 13, 2025 | 10 | $187.6M |
| Cascades Capital Asset Management, LLC | 0002035512 | Feb 13, 2025 | 106 | $187.5M |
| Kapstone Financial Advisors LLC | 0001966087 | Feb 6, 2025 | 114 | $187.4M |