| Braun-Bostich & Associates Inc. | 0001740842 | Jan 17, 2025 | 108 | $138.8M |
| Victrix Investment Advisors | 0002055229 | Feb 14, 2025 | 64 | $138.7M |
| Settian Capital LP | 0001911113 | Feb 11, 2025 | 29 | $138.6M |
| Berry Wealth Group, LP | 0002008410 | Jan 24, 2025 | 96 | $138.6M |
| VERITY Wealth Advisors | 0001763138 | Feb 7, 2025 | 72 | $138.5M |
| St. Louis Financial Planners Asset Management, LLC | 0001966171 | Jan 14, 2025 | 33 | $138.4M |
| Lionshead Wealth Management, LLC | 0002056752 | Feb 14, 2025 | 114 | $138.3M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 0001729522 | Feb 13, 2025 | 1 | $138.3M |
| Christian Investment Advisors, Inc. | 0002055071 | Feb 5, 2025 | 12 | $138.3M |
| Rareview Capital LLC | 0002044533 | Feb 10, 2025 | 53 | $138.2M |
| BCK Capital Management LP | 0001819275 | Feb 18, 2025 | 57 | $138.2M |
| Prossimo Advisors, LLC | 0001965307 | Jan 31, 2025 | 135 | $138.2M |
| Guerra Pan Advisors, LLC | 0001910386 | Jan 21, 2025 | 112 | $138.2M |
| Jericho Financial, LLP | 0001841173 | Jan 27, 2025 | 41 | $138.1M |
| Emergent Wealth Advisors, LLC | 0001799880 | Oct 31, 2025 | 116 | $138.1M |
| Eagle Wealth Strategies LLC | 0002009882 | Jan 17, 2025 | 105 | $138.0M |
| Archvest Wealth Advisors, Inc. | 0001910174 | Jan 28, 2025 | 61 | $138.0M |
| BayBridge Capital Group, LLC | 0001898297 | Jan 28, 2025 | 92 | $137.8M |
| University of Wisconsin Foundation | 0001697228 | Feb 13, 2025 | 7 | $137.6M |
| Drummond Knight Asset Management Pty Ltd | 0001808029 | Feb 14, 2025 | 12 | $137.6M |
| Grafton Street Partners Fund, LP | 0001921789 | Feb 14, 2025 | 11 | $137.5M |
| Charles Schwab Trust Bank | 0001776551 | Feb 19, 2025 | 1 | $137.5M |
| Strathmore Capital Advisors, Inc. | 0002021703 | Jan 7, 2025 | 37 | $137.4M |
| Israel Discount Bank of New York | 0001706511 | Feb 14, 2025 | 46 | $137.4M |
| Tsai Capital Corp | 0001574850 | Feb 12, 2025 | 25 | $137.4M |
| Axos Invest Inc. | 0002042928 | Jan 28, 2025 | 24 | $137.3M |
| Thompson David Blair | 0002150492 | Aug 14, 2026 | 113 | $137.3M |
| Asset Management Advisors, LLC | 0001596355 | Jan 24, 2025 | 15 | $137.3M |
| Sippican Capital Advisors | 0001557406 | Jan 23, 2025 | 112 | $137.3M |
| Gerber, LLC | 0002014164 | Feb 10, 2025 | 95 | $137.2M |
| Gallagher Capital Advisors, LLC | 0002034519 | Feb 7, 2025 | 65 | $137.2M |
| Hengistbury Investment Partners LLP | 0001574717 | Feb 12, 2025 | 3 | $137.1M |
| Leibman Financial Services, Inc. | 0002006661 | Jan 13, 2025 | 55 | $137.1M |
| Dominguez Wealth Management Solutions, Inc. | 0001881335 | Jan 15, 2025 | 59 | $137.1M |
| Ellerson Group Inc. | 0000935570 | Feb 7, 2025 | 50 | $137.0M |
| Pinnacle Investment Management Ltd | 0002056734 | Feb 18, 2025 | 19 | $136.9M |
| Foresight Global Investors, Inc. | 0001973323 | Feb 11, 2025 | 12 | $136.9M |
| Prospera Capital Management, LLC | 0002082673 | Sep 5, 2025 | 15 | $136.9M |
| Galaxy Digital Capital Management GP LLC | 0002118292 | Mar 24, 2026 | 27 | $136.9M |
| Brightlight Capital Management LP | 0001802838 | Feb 14, 2025 | 8 | $136.8M |
| MPWM Advisory Solutions, LLC | 0002056693 | Feb 18, 2025 | 736 | $136.8M |
| Midwest Capital Advisors, LLC | 0002026480 | Feb 4, 2025 | 191 | $136.8M |
| Capital & Planning, LLC | 0002053750 | Feb 3, 2025 | 192 | $136.8M |
| FPC Investment Advisory, Inc. | 0002021217 | Feb 4, 2025 | 283 | $136.8M |
| Future Financial Wealth Managment LLC | 0001801892 | Jan 13, 2025 | 449 | $136.7M |
| Carnegie Mellon University | 0001039067 | Feb 7, 2025 | 6 | $136.7M |
| Clark & Stuart, Inc | 0002048750 | Jan 13, 2025 | 43 | $136.6M |
| Mountaineer Partners Management, LLC | 0001730532 | Feb 14, 2025 | 17 | $136.6M |
| Hoge Financial Services, LLC | 0001989834 | Jan 31, 2025 | 57 | $136.5M |
| MidAtlantic Capital Management, Inc. | 0002042068 | Jan 30, 2025 | 245 | $136.5M |
| Unionview, LLC | 0001908167 | Feb 3, 2025 | 91 | $136.4M |
| Daner Wealth Management, LLC | 0001956649 | Feb 4, 2025 | 56 | $136.3M |
| MB Generational Wealth, LLC | 0002009056 | Feb 4, 2025 | 50 | $136.3M |
| JP Wealth Management, Inc. | 0001967622 | Jan 24, 2025 | 16 | $136.2M |
| Woodward Diversified Capital, LLC | 0001846177 | Jan 28, 2025 | 132 | $136.1M |
| Integrity Wealth Advisors, Inc. | 0001951908 | Feb 13, 2025 | 63 | $136.0M |
| Crestwood Capital Management, L.P. | 0001468395 | Feb 12, 2025 | 15 | $136.0M |
| WESPAC Advisors, LLC | 0001484540 | Feb 4, 2025 | 160 | $135.9M |
| Goodlander Investment Management, LLC | 0002018973 | Feb 14, 2025 | 10 | $135.9M |
| Stark Wealth Management LLC | 0002051783 | Feb 17, 2026 | 88 | $135.8M |
| Vermillion & White Wealth Management Group, LLC | 0001862443 | Feb 14, 2025 | 387 | $135.7M |
| Citrine Capital LLC | 0002053242 | Jan 27, 2025 | 36 | $135.7M |
| Newport Capital Group, LLC | 0001869032 | Jan 30, 2025 | 56 | $135.7M |
| Altura Wealth Advisors Inc. | 0001931465 | Feb 12, 2025 | 45 | $135.6M |
| Trevian Wealth Management LLC | 0001901929 | Jan 23, 2025 | 29 | $135.6M |
| Clio Asset Management LLC | 0001986196 | Jan 22, 2025 | 16 | $135.6M |
| Steinberg Asset Management LLC | 0001169883 | Feb 14, 2025 | 41 | $135.5M |
| Northwest Bank & Trust Co | 0001936193 | Feb 18, 2025 | 198 | $135.5M |
| KOM Wealth Management Group, LLC | 0001804116 | Feb 14, 2025 | 77 | $135.4M |
| Opus Investment Management Inc. | 0001097833 | Feb 11, 2025 | 29 | $135.4M |
| Addis & Hill, Inc | 0002016470 | Jan 31, 2025 | 23 | $135.3M |
| Gallo Partners, LP | 0002015727 | Feb 14, 2025 | 68 | $135.1M |
| Acas, LLC | 0001859505 | Feb 7, 2025 | 86 | $135.0M |
| 13D Management LLC | 0001600133 | Feb 14, 2025 | 21 | $135.0M |
| Meixler Investment Management, Ltd. | 0001911615 | Jan 30, 2025 | 103 | $134.9M |
| Brooktree Capital Management | 0001021296 | Feb 10, 2025 | 22 | $134.8M |
| Northland Capital Management LLC | 0001693032 | Jan 22, 2025 | 31 | $134.8M |
| Pacific Financial Group Inc. | 0001279926 | Feb 14, 2025 | 58 | $134.8M |
| Tevis Investment Management | 0001940416 | Jan 28, 2025 | 96 | $134.8M |
| Andrew Hill Investment Advisors, Inc. | 0001897071 | Feb 13, 2025 | 51 | $134.6M |
| White Wing Wealth Management | 0002001473 | Feb 3, 2025 | 26 | $134.5M |
| Vannoy Advisory Group, Inc. | 0002011808 | Jan 22, 2025 | 27 | $134.5M |
| Chapman Investment Management, LLC | 0001751006 | Jan 31, 2025 | 29 | $134.4M |
| iSAM Funds (UK) Ltd | 0001919867 | Feb 14, 2025 | 246 | $134.4M |
| FMA Wealth Management, LLC | 0002011155 | Feb 3, 2025 | 39 | $134.4M |
| Stonekeep Investments, LLC | 0002032486 | Jan 15, 2025 | 58 | $134.3M |
| RMR Capital Management, LLC | 0002032709 | Jan 23, 2025 | 76 | $134.3M |
| Fire Capital Management LLC | 0002059571 | Mar 24, 2025 | 90 | $134.3M |
| Redwood Financial Network Corp | 0001927724 | Feb 14, 2025 | 158 | $134.2M |
| Forefront Wealth Partners, LLC | 0002068112 | May 14, 2025 | 91 | $134.2M |
| BankPlus Wealth Management LLC | 0002051117 | Jan 22, 2025 | 104 | $134.2M |
| American Institute for Advanced Investment Management, LLP | 0001805824 | Jan 23, 2025 | 132 | $134.1M |
| Oceanside Advisors LLC | 0002012184 | Jan 29, 2025 | 50 | $134.1M |
| Summerhill Capital Management lnc. | 0002017598 | Feb 3, 2025 | 20 | $134.0M |
| Doheny Asset Management | 0000936936 | Feb 10, 2025 | 60 | $134.0M |
| McHugh Group, LLC | 0002052657 | Jan 27, 2025 | 68 | $134.0M |
| Members Wealth LLC | 0002059574 | Mar 17, 2025 | 110 | $133.9M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0001015877 | Feb 7, 2025 | 68 | $133.9M |
| Sage Advisors, LLC | 0002032121 | Jan 30, 2025 | 28 | $133.9M |
| Valley Brook Capital Group, Inc. | 0001851418 | Jan 29, 2025 | 113 | $133.9M |