| Islay Capital Management, LLC | 0001738560 | Aug 8, 2025 | 202 | $155.1M |
| Sharp Wealth Advisory, LLC | 0001733194 | Jul 25, 2025 | 90 | $155.0M |
| Channing Global Advisors, LLC | 0001901222 | Aug 13, 2025 | 47 | $155.0M |
| Swisher Financial Concepts, Inc. | 0001947503 | Jul 16, 2025 | 90 | $154.9M |
| MSD Capital, L.P. | 0001105497 | Aug 14, 2025 | 3 | $154.9M |
| Pring Turner Capital Group Inc. | 0001568839 | Aug 12, 2025 | 67 | $154.8M |
| Momentous Wealth Management, Inc. | 0002055574 | Aug 13, 2025 | 46 | $154.8M |
| Ames National Corp. | 0001132651 | Aug 12, 2025 | 65 | $154.6M |
| Spectrum Planning & Advisory Services Inc. | 0001725394 | Jul 15, 2025 | 95 | $154.6M |
| Carnegie Mellon University | 0001039067 | Aug 7, 2025 | 5 | $154.6M |
| Meridian Financial Advisors, LLC | 0002032629 | Jul 16, 2025 | 127 | $154.5M |
| Kopp Family Office, LLC | 0001683689 | Jul 15, 2025 | 27 | $154.5M |
| Columbia River Financial Group, LLC | 0002057074 | Aug 6, 2025 | 53 | $154.5M |
| Omega Fund Management, LLC | 0001637359 | Aug 14, 2025 | 13 | $154.4M |
| Sarissa Capital Management LP | 0001577524 | Aug 14, 2025 | 7 | $154.4M |
| Ehrlich Financial Group | 0002010632 | Jul 8, 2025 | 109 | $154.4M |
| Harold Davidson & Associates Inc. | 0001430022 | Aug 11, 2025 | 62 | $154.3M |
| Semus Wealth Partners LLC | 0001964775 | Aug 11, 2025 | 113 | $154.2M |
| Merrion Investment Management Co, LLC | 0001383782 | Aug 7, 2025 | 103 | $154.2M |
| Promus Capital, LLC | 0002054921 | Aug 25, 2025 | 304 | $154.0M |
| Andrews, Lucia Wealth Management LLC | 0001906227 | Jul 11, 2025 | 28 | $153.9M |
| Vermillion & White Wealth Management Group, LLC | 0001862443 | Aug 13, 2025 | 537 | $153.8M |
| Great Point Partners LLC | 0001281446 | Aug 14, 2025 | 26 | $153.8M |
| Accuvest Global Advisors | 0001497637 | Aug 5, 2025 | 78 | $153.7M |
| Martin Capital Advisors, LLP | 0001904126 | Jul 15, 2025 | 70 | $153.7M |
| Binnacle Investments Inc | 0002060308 | Aug 15, 2025 | 772 | $153.7M |
| McClarren Financial Advisors, Inc. | 0001842974 | Aug 7, 2025 | 73 | $153.7M |
| Creegan & Nassoura Financial Group, LLC | 0001631054 | Aug 14, 2025 | 75 | $153.6M |
| Financial Alternatives, Inc | 0001967227 | Aug 6, 2025 | 86 | $153.6M |
| Brilliance Asset Management Ltd. | 0001665751 | Aug 11, 2025 | 7 | $153.6M |
| Twin Lions Management LLC | 0002055318 | Aug 13, 2025 | 8 | $153.6M |
| Alpha Zero LLC | 0002079032 | Nov 12, 2025 | 63 | $153.5M |
| Axecap Investments, LLC | 0002030036 | Jul 30, 2025 | 72 | $153.5M |
| Graphene Investments SAS | 0001965776 | Aug 6, 2025 | 45 | $153.4M |
| Magnolia Wealth Management, LLC | 0001908732 | Nov 24, 2025 | 12 | $153.4M |
| Invera Wealth Advisors, LLC | 0001976780 | Oct 29, 2025 | 84 | $153.3M |
| Kellett Wealth Advisors, LLC | 0001910381 | Jul 25, 2025 | 71 | $153.3M |
| Kingstone Capital Partners Texas, LLC | 0002057208 | Jul 22, 2025 | 55 | $153.2M |
| Addis & Hill, Inc | 0002016470 | Jul 11, 2025 | 27 | $153.1M |
| Lynx Investment Advisory | 0002028812 | Jul 18, 2025 | 147 | $153.1M |
| Counterweight Ventures, LLC | 0002012467 | Aug 5, 2025 | 71 | $153.1M |
| Laurus Global Equity Management Inc. | 0001869316 | Jul 23, 2025 | 46 | $153.1M |
| Brooktree Capital Management | 0001021296 | Aug 6, 2025 | 41 | $152.9M |
| NewGen Asset Management Ltd | 0001845012 | Aug 25, 2025 | 23 | $152.9M |
| Carter Financial Group, INC. | 0001919749 | Aug 22, 2025 | 115 | $152.9M |
| Acorn Capital Advisors, LLC | 0002054410 | Aug 14, 2025 | 21 | $152.9M |
| Gallo Partners, LP | 0002015727 | Aug 14, 2025 | 48 | $152.9M |
| Lummis Asset Management, LP | 0002011652 | Aug 11, 2025 | 160 | $152.9M |
| Boyar Asset Management Inc. | 0001218254 | Jul 21, 2025 | 79 | $152.8M |
| SummerHaven Investment Management, LLC | 0001846436 | Jul 17, 2025 | 191 | $152.8M |
| Paradigm, Strategies in Wealth Management, LLC | 0001859579 | Aug 1, 2025 | 53 | $152.7M |
| Mullaney, Keating & Wright, Inc. | 0002135840 | May 29, 2026 | 59 | $152.7M |
| Prodigy Asset Management LLC | 0001956244 | Aug 6, 2025 | 24 | $152.7M |
| Richmond Brothers, Inc. | 0001540462 | Aug 8, 2025 | 30 | $152.7M |
| Two West Capital Advisors LLC | 0002026617 | Jul 29, 2025 | 91 | $152.6M |
| Minerva Advisors LLC | 0001541536 | Aug 13, 2025 | 56 | $152.6M |
| HMV Wealth Advisors, LLC | 0002054904 | Jul 23, 2025 | 79 | $152.5M |
| Pacific Wealth Strategies Group, Inc. | 0001766571 | Aug 5, 2025 | 59 | $152.5M |
| RiverGlades Family Offices LLC | 0001619779 | Aug 5, 2025 | 86 | $152.5M |
| Axis Wealth Partners, LLC | 0002052531 | Jul 15, 2025 | 147 | $152.2M |
| Leigh Baldwin & Co., LLC | 0000946629 | Aug 12, 2025 | 181 | $152.1M |
| Financially Speaking Inc | 0002040901 | Aug 7, 2025 | 164 | $152.0M |
| Stonebridge Advisors LLC | 0001367441 | Aug 8, 2025 | 4 | $151.9M |
| Define Financial, LLC | 0002021320 | Jul 15, 2025 | 37 | $151.8M |
| Guerra Pan Advisors, LLC | 0001910386 | Aug 12, 2025 | 112 | $151.7M |
| Draper Asset Management, LLC | 0001847921 | Jul 31, 2025 | 27 | $151.6M |
| Jericho Financial, LLP | 0001841173 | Aug 1, 2025 | 41 | $151.6M |
| Infini Capital Management Ltd | 0001936249 | Aug 29, 2025 | 20 | $151.6M |
| Palouse Capital Management, Inc. | 0001056516 | Aug 7, 2025 | 128 | $151.6M |
| Sectoral Asset Management Inc. | 0001274413 | Aug 14, 2025 | 94 | $151.5M |
| Eight 31 Financial, LLC | 0002011328 | Aug 14, 2025 | 65 | $151.5M |
| English Capital Management LLC | 0002010442 | Aug 11, 2025 | 34 | $151.3M |
| Truffle Hound Capital, LLC | 0001595862 | Aug 11, 2025 | 53 | $151.3M |
| Mountaineer Partners Management, LLC | 0001730532 | Aug 14, 2025 | 16 | $151.3M |
| Green Court Capital Management Ltd | 0001710785 | Aug 12, 2025 | 4 | $151.2M |
| Starwood Capital Group Management, L.L.C. | 0001388788 | Aug 14, 2025 | 8 | $151.2M |
| Cadence Wealth Management LLC | 0001845250 | Aug 12, 2025 | 51 | $151.2M |
| Lederer & Associates Investment Counsel | 0001089707 | Jul 14, 2025 | 83 | $151.2M |
| Bain Capital Public Equity, LP | 0001962552 | Aug 14, 2025 | 27 | $151.2M |
| Papamarkou Wellner Asset Management inc. | 0002063952 | Aug 14, 2025 | 79 | $151.1M |
| PTM Wealth Management, LLC | 0002061027 | Jul 8, 2025 | 49 | $151.1M |
| Sterling Investment Management, LLC | 0001509873 | Jul 30, 2025 | 56 | $151.0M |
| Myriad Asset Management US LP | 0001857187 | Jul 10, 2025 | 23 | $151.0M |
| GatePass Capital, LLC | 0002087399 | Sep 22, 2025 | 126 | $150.9M |
| Kure Advisory, LLC | 0001986795 | Jul 15, 2025 | 46 | $150.8M |
| Byrne Asset Management LLC | 0001911322 | Jul 9, 2025 | 540 | $150.8M |
| BankPlus Wealth Management LLC | 0002051117 | Jul 16, 2025 | 101 | $150.7M |
| Soapstone Management L.P. | 0001726948 | Aug 14, 2025 | 15 | $150.7M |
| Beckerman Institutional, LLC | 0002043468 | Aug 5, 2025 | 108 | $150.6M |
| Legacies Wealth LLC | 0001755933 | Jul 22, 2025 | 110 | $150.6M |
| Legend Financial Advisors, Inc. | 0001781948 | Jul 16, 2025 | 171 | $150.5M |
| SKY-Mountain Capital Management, Inc. | 0002065074 | Aug 12, 2025 | 36 | $150.5M |
| Lee, Kelleher & Klein Wealth Management | 0002063827 | Jul 14, 2025 | 39 | $150.5M |
| Sarver Vrooman Wealth Advisors | 0002076215 | Jul 9, 2025 | 129 | $150.5M |
| Opus Investment Management Inc. | 0001097833 | Aug 12, 2025 | 29 | $150.5M |
| Aberdeen Wealth Management LLC | 0001802654 | Aug 14, 2025 | 165 | $150.4M |
| Golden Road Advisors LLC | 0002014454 | Aug 4, 2025 | 41 | $150.4M |
| Royal Capital Wealth Management, LLC | 0001904323 | Aug 14, 2025 | 86 | $150.4M |
| Guardian Wealth Management, Inc. | 0001910205 | Aug 14, 2025 | 61 | $150.2M |
| R.H. Dinel Investment Counsel, Inc. | 0001598352 | Jul 14, 2025 | 42 | $150.0M |