| Exane Asset Management | 0001666256 | Jan 28, 2025 | 27 | $175.7M |
| PFG Private Wealth Management, LLC | 0001799957 | Feb 6, 2025 | 239 | $175.7M |
| Accent Capital Management, LLC | 0002014179 | Feb 12, 2025 | 189 | $175.6M |
| Matrix Private Capital Group LLC | 0001906866 | Feb 14, 2025 | 149 | $175.5M |
| Riverstone Advisors, LLC | 0001763404 | Jan 24, 2025 | 53 | $175.5M |
| Prepared Retirement Institute LLC | 0002056037 | Feb 13, 2025 | 79 | $175.2M |
| Delta Capital Management LLC | 0000893738 | Jan 16, 2025 | 105 | $175.1M |
| Heronetta Management, L.P. | 0001588225 | Feb 6, 2025 | 24 | $175.1M |
| Granite FO LLC | 0002034090 | Feb 6, 2025 | 186 | $175.0M |
| BCU Wealth Advisors, LLC | 0002003570 | Jan 30, 2025 | 54 | $175.0M |
| Patrick Mauro Investment Advisor, INC. | 0001953787 | Feb 18, 2025 | 42 | $175.0M |
| Ciovacco Capital Management LLC | 0001653012 | Feb 11, 2025 | 20 | $174.9M |
| Working Capital Advisors (UK) Ltd. | 0001807878 | Feb 14, 2025 | 3 | $174.9M |
| BluePointe Capital Management, LLC | 0002040935 | Feb 11, 2025 | 94 | $174.7M |
| KilterHowling LLC | 0001759354 | Feb 13, 2025 | 48 | $174.7M |
| Horizon Advisory Services, Inc. | 0001799006 | Feb 4, 2025 | 46 | $174.7M |
| Pursue Wealth Partners LLC | 0001911091 | Feb 7, 2025 | 113 | $174.7M |
| CarsonAllaria Wealth Management, Ltd. | 0001900946 | Jan 27, 2025 | 351 | $174.7M |
| Secured Retirement Advisors, LLC | 0002012356 | Jan 30, 2025 | 140 | $174.6M |
| Core Wealth Partners LLC | 0001965078 | Feb 12, 2025 | 166 | $174.5M |
| Alliance Wealth Advisors, LLC | 0001849724 | Jan 28, 2025 | 140 | $174.5M |
| Dover Advisors, LLC | 0001964541 | Feb 4, 2025 | 129 | $174.5M |
| Finer Wealth Management, Inc. | 0001929071 | Feb 13, 2025 | 82 | $174.5M |
| Team Financial Group, LLC | 0001845163 | Jan 21, 2025 | 38 | $174.4M |
| Koesten, Hirschmann & Crabtree, INC. | 0001963421 | Feb 14, 2025 | 200 | $174.4M |
| Sanofi | 0001121404 | Feb 14, 2025 | 9 | $174.4M |
| Econ Financial Services Corp | 0001659718 | Jan 27, 2025 | 81 | $174.3M |
| Corton Capital Inc. | 0001910417 | Feb 14, 2025 | 372 | $174.2M |
| Midwest Financial Group LLC | 0001967193 | Jan 21, 2025 | 111 | $174.1M |
| Factorial Partners, LLC | 0001732687 | Feb 5, 2025 | 69 | $174.1M |
| Discovery Value Fund | 0001750451 | Feb 12, 2025 | 4 | $174.1M |
| Pointe Capital Management LLC | 0001640335 | Feb 5, 2025 | 159 | $174.1M |
| Ravenstone Capital Management Inc. | 0002086041 | Jun 26, 2026 | 86 | $174.0M |
| Gladius Capital Management LP | 0001540656 | Jan 31, 2025 | 35 | $173.9M |
| HighMark Wealth Management LLC | 0001802451 | Jan 31, 2025 | 575 | $173.9M |
| Integrity Financial Corp | 0001917704 | Feb 13, 2025 | 247 | $173.9M |
| AllSquare Wealth Management LLC | 0001633674 | Feb 11, 2025 | 540 | $173.9M |
| Capital Market Strategies LLC | 0001810158 | Jan 6, 2025 | 156 | $173.8M |
| LYNX Capital Group Ltd. | 0001013287 | Aug 10, 2026 | 80 | $173.7M |
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) | 0001910318 | Feb 11, 2025 | 1 | $173.4M |
| Yarger Wealth Strategies, LLC | 0001908607 | Jan 15, 2025 | 89 | $173.4M |
| Cromwell Holdings LLC | 0001894712 | Feb 3, 2025 | 620 | $173.3M |
| First Affirmative Financial Network | 0001656282 | Jan 23, 2025 | 269 | $173.3M |
| Dempze Nancy E | 0001592614 | Feb 13, 2025 | 95 | $173.2M |
| Aspect Partners, LLC | 0001985284 | Feb 3, 2025 | 601 | $173.1M |
| BlackDiamond Wealth Management, LLC | 0001903059 | Feb 10, 2025 | 157 | $173.1M |
| Inlight Wealth Management, LLC | 0001731795 | Feb 13, 2025 | 50 | $172.9M |
| Values Added Financial LLC | 0001973921 | Jan 30, 2025 | 115 | $172.8M |
| Beaumont Asset Management, L.L.C. | 0001798756 | Jan 28, 2025 | 63 | $172.7M |
| Sutton Place Investors LLC | 0001930301 | Jan 24, 2025 | 129 | $172.7M |
| Athena Investment Management | 0001921093 | Feb 5, 2025 | 154 | $172.6M |
| Mainsail Financial Group, LLC | 0001961290 | Jan 28, 2025 | 49 | $172.6M |
| Darrow Company, Inc. | 0001908169 | Jan 28, 2025 | 48 | $172.5M |
| Peregrine Investment Management Inc. | 0002053303 | Jan 30, 2025 | 24 | $172.4M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0002043130 | Feb 5, 2025 | 143 | $172.4M |
| Planning Directions Inc. | 0000821103 | Feb 6, 2025 | 77 | $172.3M |
| Millington Financial Advisors, LLC | 0001924615 | Feb 4, 2025 | 84 | $172.3M |
| Decker Retirement Planning Inc. | 0001975700 | Jan 15, 2025 | 597 | $172.3M |
| Prospect Capital Advisors, LLC | 0001632368 | Feb 14, 2025 | 28 | $172.3M |
| Walker Financial Services, Inc. | 0001965479 | Jan 15, 2025 | 33 | $172.1M |
| John & Kathleen Schreiber Foundation | 0001910790 | Feb 10, 2025 | 7 | $172.0M |
| Olistico Wealth, LLC | 0001962695 | Jan 17, 2025 | 310 | $172.0M |
| Werlinich Asset Management, LLC | 0002000493 | Jan 15, 2025 | 59 | $171.9M |
| Beacon Financial Planning, Inc. | 0001966066 | Jan 27, 2025 | 48 | $171.8M |
| Causey Wealth LLC | 0002132639 | May 19, 2026 | 68 | $171.6M |
| Alcosta Capital Management, Inc. | 0001842509 | Feb 13, 2025 | 26 | $171.5M |
| Legion Partners Asset Management, LLC | 0001560207 | Feb 14, 2025 | 7 | $171.5M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0002033881 | Feb 10, 2025 | 85 | $171.4M |
| Helios Capital Management Pte. Ltd. | 0001727612 | Jan 27, 2025 | 46 | $171.3M |
| Trivant Custom Portfolio Group, LLC | 0001977992 | Jan 15, 2025 | 194 | $171.3M |
| Sapience Investments, LLC | 0001682598 | Feb 14, 2025 | 86 | $171.3M |
| Sterling Investment Advisors LLC | 0001009198 | Jan 14, 2025 | 37 | $171.2M |
| Friedenthal Financial | 0001598611 | Jan 13, 2025 | 257 | $171.1M |
| Foresight Capital Management Advisors, Inc. | 0001630936 | Jan 14, 2025 | 83 | $171.1M |
| New Millennium Group LLC | 0001909654 | Jan 24, 2025 | 626 | $171.0M |
| Ironclad Investments LLC | 0001824600 | Feb 14, 2025 | 3 | $171.0M |
| Tudor Financial Inc. | 0002045307 | Jan 16, 2025 | 134 | $171.0M |
| Minerva Advisors LLC | 0001541536 | Feb 4, 2025 | 57 | $171.0M |
| Nierenberg Investment Management Company, LLC | 0001282683 | Feb 13, 2025 | 46 | $170.9M |
| venBio Partners LLC | 0001776382 | Feb 14, 2025 | 7 | $170.7M |
| Centerline Wealth Advisors, LLC | 0001802059 | Jan 28, 2025 | 35 | $170.6M |
| Oxinas Partners, LLC | 0001759320 | Jan 17, 2025 | 117 | $170.6M |
| Atlatl Advisers LLC | 0002023168 | Jan 31, 2025 | 459 | $170.5M |
| PACK Private Wealth, LLC | 0001907212 | Feb 3, 2025 | 40 | $170.3M |
| Napatree Capital LLC | 0002015964 | Feb 11, 2025 | 182 | $170.3M |
| One Plus One Wealth Management, LLC | 0001860132 | Jan 29, 2025 | 92 | $170.3M |
| Flagship Wealth Advisors, LLC | 0002036117 | Feb 10, 2025 | 377 | $170.2M |
| Cairn Investment Group, Inc. | 0001800358 | Jan 23, 2025 | 68 | $170.2M |
| Mid-American Wealth Advisory Group, Inc. | 0001911264 | Jan 13, 2025 | 43 | $170.1M |
| Fairfield, Bush & Co. | 0001116247 | Feb 13, 2025 | 110 | $170.1M |
| Kentucky Trust Co | 0002054100 | Jan 29, 2025 | 303 | $170.0M |
| EnCap Energy Capital Fund VIII, L.P. | 0001504103 | Feb 14, 2025 | 3 | $170.0M |
| Pacific Capital Partners Ltd | 0002064920 | May 8, 2025 | 50 | $170.0M |
| Advantage Trust Co | 0002009346 | Feb 3, 2025 | 190 | $170.0M |
| Heritage Wealth Management, Inc./Texas | 0001966400 | Jan 21, 2025 | 31 | $169.9M |
| Cape Ann Savings Bank | 0000936938 | Feb 4, 2025 | 87 | $169.9M |
| Peoples Bank | 0000934866 | Feb 3, 2025 | 97 | $169.9M |
| Resurgent Financial Advisors LLC | 0001912339 | Feb 13, 2025 | 175 | $169.8M |
| Mayfair Advisory Group, LLC | 0001801926 | Jan 14, 2025 | 158 | $169.8M |
| Marshall Investment Management, LLC | 0002022427 | Feb 4, 2025 | 135 | $169.7M |