| Merrion Investment Management Co, LLC | 0001383782 | Jul 18, 2024 | 97 | $145.5M |
| Asahi Life Asset Management Co., LTD. | 0001564835 | Aug 6, 2024 | 144 | $145.4M |
| Renasant Bank | 0001656167 | Aug 9, 2024 | 160 | $145.3M |
| Invesco Senior Secured Management Inc. | 0000870481 | Aug 13, 2024 | 8 | $145.3M |
| Elkhorn Partners Limited Partnership | 0000928400 | Aug 12, 2024 | 50 | $145.2M |
| Foundry Financial Group, Inc. | 0002007960 | Aug 9, 2024 | 53 | $145.1M |
| Davidson Trust Co. | 0001133119 | Jul 31, 2024 | 141 | $145.1M |
| Wrenne Financial Planning LLC | 0002023054 | Aug 7, 2024 | 41 | $145.0M |
| Highland Peak Capital, LLC | 0001961320 | Aug 9, 2024 | 18 | $144.8M |
| Sebold Capital Management, Inc. | 0001972836 | Aug 12, 2024 | 71 | $144.8M |
| Palo Alto Wealth Advisors, LLC | 0001964382 | Aug 13, 2024 | 42 | $144.7M |
| LYNX Capital Group Ltd. | 0001013287 | Aug 10, 2026 | 78 | $144.6M |
| Tenret Co LLC | 0001874146 | Jul 29, 2024 | 32 | $144.4M |
| Ervin Investment Management, LLC | 0001907802 | Jul 22, 2024 | 38 | $144.3M |
| NorthStar Asset Management LLC | 0002011587 | Aug 5, 2024 | 78 | $144.3M |
| First Affirmative Financial Network | 0001656282 | Jul 10, 2024 | 261 | $144.1M |
| Millington Financial Advisors, LLC | 0001924615 | Jul 30, 2024 | 79 | $144.0M |
| Revisor Wealth Management LLC | 0001887409 | Aug 12, 2024 | 159 | $144.0M |
| Advisory Services & Investments, LLC | 0001862931 | Aug 6, 2024 | 36 | $143.9M |
| Ulland Investment Advisors, LLC | 0001911497 | Jul 16, 2024 | 223 | $143.9M |
| Aspen Wealth Strategies, LLC | 0001972517 | Jul 22, 2024 | 73 | $143.8M |
| Defined Wealth Management, LLC | 0001849518 | Aug 5, 2024 | 107 | $143.8M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0002011352 | Jul 24, 2024 | 67 | $143.7M |
| Laurel Wealth Planning LLC | 0001842010 | Jul 25, 2024 | 51 | $143.7M |
| Udine Wealth Management, Inc. | 0001907240 | Jul 15, 2024 | 24 | $143.6M |
| Robinson Value Management, Ltd. | 0001694283 | Aug 12, 2024 | 72 | $143.5M |
| Teca Partners, LP | 0001910154 | Aug 13, 2024 | 11 | $143.5M |
| FFG Retirement Advisors LLC | 0001966438 | Aug 2, 2024 | 46 | $143.5M |
| Lakewood Asset Management LLC | 0001966581 | Jul 18, 2024 | 116 | $143.4M |
| Prentiss Smith & Co. Inc. | 0001134687 | Jul 17, 2024 | 67 | $143.4M |
| Afg Fiduciary Services Limited Partnership | 0001907820 | Jul 31, 2024 | 76 | $143.4M |
| DHK Financial Advisors, Inc. | 0001922962 | Aug 9, 2024 | 75 | $143.3M |
| Burr Financial Services, LLC | 0001966297 | Jul 22, 2024 | 29 | $143.2M |
| Pring Turner Capital Group Inc. | 0001568839 | Aug 13, 2024 | 67 | $143.2M |
| Spotlight Asset Group, Inc. | 0001809159 | Jul 24, 2024 | 260 | $143.2M |
| Successful Portfolios LLC | 0001721780 | Jul 12, 2024 | 158 | $143.2M |
| OV Management LLC | 0002010766 | Aug 8, 2024 | 61 | $143.1M |
| Andrews, Lucia Wealth Management LLC | 0001906227 | Jul 25, 2024 | 27 | $143.1M |
| Melfa Wealth Management, Inc. | 0001962465 | Jul 15, 2024 | 199 | $143.1M |
| Cadence Wealth Management LLC | 0001845250 | Jul 31, 2024 | 47 | $143.1M |
| Diversified Investment Strategies, LLC | 0001427196 | Aug 6, 2024 | 49 | $143.1M |
| Presidio Capital Management, LLC | 0001931750 | Jul 26, 2024 | 59 | $143.0M |
| Northland Capital Management LLC | 0001693032 | Jul 17, 2024 | 30 | $142.9M |
| Lakehouse Capital Pty Ltd | 0001844830 | Aug 7, 2024 | 14 | $142.8M |
| Carroll Investors, Inc | 0001911400 | Aug 13, 2024 | 22 | $142.7M |
| Data Collective IV GP, LLC | 0001664974 | Aug 14, 2024 | 6 | $142.7M |
| Exane Asset Management | 0001666256 | Aug 7, 2024 | 18 | $142.6M |
| Carson Advisory Inc. | 0001909304 | Aug 7, 2024 | 166 | $142.5M |
| Triton Financial Group Inc | 0001811805 | Aug 13, 2024 | 96 | $142.5M |
| Pennant Select, LLC | 0002011563 | Aug 14, 2024 | 10 | $142.5M |
| SVB Financial Group | 0000719739 | Aug 14, 2024 | 11 | $142.4M |
| Sard Wealth Management Group, LLC | 0002010095 | Jul 15, 2024 | 45 | $142.4M |
| JBR Co Financial Management Inc | 0002017878 | Jul 15, 2024 | 102 | $142.4M |
| Echo45 Advisors LLC | 0001908617 | Jul 26, 2024 | 46 | $142.3M |
| Moneda S.A. Administradora General de Fondos | 0001536361 | Jul 31, 2024 | 26 | $142.3M |
| American Planning Services, Inc. | 0001906656 | Aug 9, 2024 | 52 | $142.1M |
| FF Advisors,LLC | 0002011904 | Aug 13, 2024 | 88 | $142.1M |
| Wheelhouse Advisory Group LLC | 0001998946 | Jul 18, 2024 | 39 | $142.0M |
| Avory & Company, LLC | 0001842766 | Aug 1, 2024 | 29 | $142.0M |
| Mach-1 Financial Group, LLC | 0001843358 | Jul 31, 2024 | 72 | $142.0M |
| Rain Capital Management, LLC | 0001667553 | Aug 14, 2024 | 95 | $142.0M |
| Unconventional Investor, LLC | 0001910387 | Aug 15, 2024 | 33 | $141.9M |
| Fortis Advisors, LLC | 0001697478 | Dec 5, 2024 | 99 | $141.9M |
| DG Capital Management, LLC | 0001512716 | Aug 14, 2024 | 16 | $141.9M |
| Efficient Frontier Advisors LLC | 0002011188 | Jul 18, 2024 | 16 | $141.9M |
| Capricorn Fund Managers Ltd | 0001901361 | Jul 12, 2024 | 55 | $141.8M |
| Meritas Wealth Management, LLC | 0001990690 | Jul 24, 2024 | 47 | $141.8M |
| Gould Capital, LLC | 0001908965 | Aug 15, 2024 | 216 | $141.8M |
| Long Island Wealth Management, Inc. | 0002011177 | Aug 15, 2024 | 71 | $141.7M |
| Bright Financial Advisors, Inc. | 0002022456 | Aug 12, 2024 | 49 | $141.7M |
| Spear Holdings RSC Ltd | 0002023475 | Jul 18, 2024 | 5 | $141.7M |
| Planning Capital Management Corp | 0002012016 | Aug 12, 2024 | 720 | $141.6M |
| Tacita Capital Inc | 0001846287 | Aug 8, 2024 | 209 | $141.5M |
| Semanteon Capital Management, LP | 0001738809 | Jul 30, 2024 | 199 | $141.5M |
| Garland Capital Management Inc. | 0001181544 | Jul 30, 2024 | 32 | $141.5M |
| Jade Capital Advisors, LLC | 0001761663 | Aug 9, 2024 | 90 | $141.5M |
| Taylor & Morgan Wealth Management, LLC | 0001844266 | Jul 16, 2024 | 64 | $141.4M |
| Cosner Financial Group, LLC | 0001674627 | Aug 13, 2024 | 32 | $141.4M |
| Abel Hall, LLC | 0002013339 | Jul 25, 2024 | 148 | $141.4M |
| Fir Tree Capital Management LP | 0001056491 | Aug 14, 2024 | 85 | $141.3M |
| Jabodon PT Co. | 0001594167 | Jul 19, 2024 | 3 | $141.3M |
| Summerhill Capital Management lnc. | 0002017598 | Aug 9, 2024 | 20 | $141.2M |
| W.H. Cornerstone Investments Inc. | 0001940823 | Jul 17, 2024 | 122 | $141.1M |
| Councilmark Asset Management, LLC | 0002022076 | Aug 1, 2024 | 80 | $141.1M |
| Pacific Financial Group Inc. | 0001279926 | Aug 2, 2024 | 57 | $141.1M |
| Q Global Advisors, LLC | 0001469589 | Aug 14, 2024 | 93 | $141.0M |
| Kintra Wealth, LLC | 0001904432 | Aug 14, 2024 | 114 | $140.9M |
| Legend Financial Advisors, Inc. | 0001781948 | Jul 26, 2024 | 292 | $140.9M |
| Pingora Partners LLC | 0002011176 | Aug 14, 2024 | 231 | $140.9M |
| Kopion Asset Management, LLC | 0001728689 | Jul 12, 2024 | 18 | $140.9M |
| Clarity Asset Management, Inc. | 0001756759 | Aug 15, 2024 | 196 | $140.8M |
| Halter Ferguson Financial Inc. | 0001842665 | Aug 13, 2024 | 29 | $140.8M |
| InTrack Investment Management Inc | 0001847343 | Jul 15, 2024 | 130 | $140.6M |
| 17 Capital Partners, LLC | 0001727407 | Jul 18, 2024 | 128 | $140.5M |
| Vernal Point Advisors, LLC | 0001820363 | Aug 14, 2024 | 26 | $140.5M |
| Aufman Associates Inc | 0001801573 | Aug 9, 2024 | 46 | $140.5M |
| Doheny Asset Management | 0000936936 | Aug 15, 2024 | 74 | $140.4M |
| MWA Asset Management | 0001903058 | Jul 26, 2024 | 121 | $140.4M |
| Empirical Capital Management, LLC | 0001642274 | Aug 15, 2024 | 16 | $140.3M |
| Nipun Capital, L.P. | 0001781566 | Aug 14, 2024 | 7 | $140.2M |