| Thor Investment Management Inc. /Oh/ | 0000883734 | Jul 9, 2026 | 40 | $129.8M |
| Argosy-Lionbridge Management, LLC | 0002056354 | Feb 14, 2025 | 12 | $129.8M |
| Winebrenner Capital Management LLC | 0002047728 | Feb 3, 2025 | 121 | $129.8M |
| Laraway Financial Advisors Inc | 0001908275 | Feb 14, 2025 | 118 | $129.8M |
| Algorithmic Investment Models, LLC | 0001806628 | Feb 14, 2025 | 49 | $129.8M |
| IDG China Venture Capital Fund V Associates L.P. | 0001709671 | Feb 6, 2025 | 1 | $129.7M |
| Safir Wealth Advisors, LLC | 0001830103 | Jan 15, 2025 | 16 | $129.7M |
| Kraft Asset Management, LLC | 0001908611 | Jan 17, 2025 | 52 | $129.5M |
| Altai Capital Management, L.P. | 0001478982 | Feb 14, 2025 | 4 | $129.4M |
| Forest Hill Capital, LLC | 0001316550 | Feb 14, 2025 | 39 | $129.4M |
| Precision Wealth Strategies, LLC | 0001844197 | Jan 24, 2025 | 109 | $129.2M |
| Widmann Financial Services, Inc. | 0001906640 | Feb 14, 2025 | 99 | $129.2M |
| Legacies Wealth LLC | 0001755933 | Jan 24, 2025 | 109 | $129.0M |
| Horizons Wealth Management | 0001943228 | Jan 7, 2025 | 168 | $129.0M |
| Impact Investors, Inc | 0001824539 | Feb 5, 2025 | 90 | $128.9M |
| Mission Hills Financial Advisory, LLC | 0002043220 | Jan 16, 2025 | 34 | $128.9M |
| Clark Wealth Partners | 0002107657 | Feb 4, 2026 | 536 | $128.9M |
| Foundation Wealth Management, LLC | 0001966351 | Feb 7, 2025 | 45 | $128.8M |
| Industrial Alliance Investment Management Inc. | 0001630798 | Feb 11, 2025 | 6 | $128.7M |
| Traction Financial Partners, LLC | 0002007748 | Jan 31, 2025 | 58 | $128.7M |
| FWG Investments, LLC. | 0001944877 | May 14, 2025 | 125 | $128.7M |
| Rovida Advisors Inc. | 0001653857 | Feb 12, 2025 | 12 | $128.5M |
| Aspetuck Financial Management LLC | 0002048608 | Apr 24, 2025 | 201 | $128.3M |
| Inman Jager Wealth Management, LLC | 0002052044 | Jan 27, 2025 | 80 | $128.3M |
| Coordinated Financial Services, Inc. | 0002055532 | Feb 7, 2025 | 135 | $128.2M |
| RCF Management L.L.C. | 0001546773 | Feb 12, 2025 | 1 | $128.2M |
| Canandaigua National Trust Co of Florida | 0001471384 | Jan 6, 2025 | 110 | $128.2M |
| Latash Investments, LLC | 0001317961 | Feb 12, 2025 | 16 | $128.2M |
| C V Starr & Co. Inc. | 0001340459 | Feb 12, 2025 | 6 | $128.1M |
| Bush Investment Group, LLC | 0001966640 | Feb 13, 2025 | 33 | $128.1M |
| Mount Vernon Associates Inc. | 0000799003 | Jan 14, 2025 | 50 | $128.0M |
| TPG Advisors LLC | 0002033388 | Feb 5, 2025 | 88 | $128.0M |
| LRT Capital Management, LLC | 0001798923 | Feb 14, 2025 | 87 | $127.9M |
| Paragon Capital Management Inc. | 0002038506 | Jan 27, 2025 | 66 | $127.9M |
| Applied Fundamental Research, LLC | 0001849776 | Feb 10, 2025 | 12 | $127.8M |
| MRWM Advisors, LLC | 0001732949 | Aug 27, 2025 | 61 | $127.8M |
| Salus Financial Advisors, LLC | 0002056601 | Feb 14, 2025 | 33 | $127.7M |
| Virtus Investment Advisers, LLC | 0000019481 | Feb 14, 2025 | 360 | $127.6M |
| Rolek Wealth Management LLC | 0002051339 | Jan 17, 2025 | 11 | $127.6M |
| Brightwater Advisory LLC | 0002034566 | Feb 5, 2025 | 58 | $127.6M |
| Blodgett Wealth Advisors, LLC | 0001907826 | Jan 24, 2025 | 59 | $127.5M |
| Sterling Wealth Advisors Inc | 0001943937 | Jan 28, 2025 | 18 | $127.5M |
| Banco de Sabadell, S.A | 0001730299 | Feb 11, 2025 | 57 | $127.5M |
| Investment Partners Asset Management, Inc. | 0001384416 | Jan 30, 2025 | 150 | $127.4M |
| Sterling Investment Management, LLC | 0001509873 | Jan 17, 2025 | 56 | $127.4M |
| Indie Asset Partners, LLC | 0001802244 | Feb 3, 2025 | 115 | $127.3M |
| Applied Capital LLC | 0001965393 | Jan 21, 2025 | 87 | $127.3M |
| IFS Advisors, LLC | 0001765617 | Jan 15, 2025 | 188 | $127.2M |
| Community Bank of Raymore | 0001599923 | Jan 16, 2025 | 74 | $127.2M |
| Reyes Financial Architecture, Inc. | 0002047201 | Feb 14, 2025 | 284 | $127.2M |
| General Equity Holdings LP | 0001700362 | Feb 14, 2025 | 6 | $127.1M |
| Kampmann Melissa S. | 0001999898 | Feb 11, 2025 | 41 | $127.1M |
| Next Level Wealth Planning, LLC | 0002044208 | Jan 30, 2025 | 43 | $127.1M |
| Kazazian Asset Management, LLC | 0001580415 | Feb 11, 2025 | 53 | $127.0M |
| Longview Financial Advisors, Inc. | 0001786915 | Feb 3, 2025 | 43 | $126.9M |
| Washington Capital Management, Inc. | 0000928566 | Jan 23, 2025 | 112 | $126.9M |
| Accel Leaders 4 Associates L.P. | 0001923783 | Feb 14, 2025 | 1 | $126.9M |
| Entrust Global Partners L L C | 0001080818 | Feb 13, 2025 | 4 | $126.7M |
| AEGON USA Investment Management, LLC | 0001454937 | Jan 29, 2025 | 36 | $126.6M |
| Integrated Capital Management, Inc. | 0001608826 | Jan 14, 2025 | 73 | $126.6M |
| UCLA Foundation | 0001735775 | Feb 4, 2025 | 1 | $126.6M |
| Alpha Financial Partners LLC | 0001966219 | Feb 10, 2025 | 83 | $126.5M |
| Hummer Financial Advisory Services Inc | 0001802279 | Jan 14, 2025 | 108 | $126.5M |
| NavPoint Financial, Inc. | 0002009813 | Jan 24, 2025 | 48 | $126.5M |
| Bank of Marin | 0001801145 | Feb 11, 2025 | 125 | $126.5M |
| Merkkuri Wealth Advisors LLC | 0002040317 | Jan 21, 2025 | 84 | $126.4M |
| Gordian Advisors LLC | 0002011856 | Feb 5, 2025 | 38 | $126.4M |
| Balanced Rock Investment Advisors LLC | 0002011851 | Feb 13, 2025 | 90 | $126.4M |
| 1858 Wealth Management, LLC | 0002011812 | Jan 27, 2025 | 121 | $126.3M |
| Helium Advisors LLC | 0002056653 | Feb 18, 2025 | 101 | $126.2M |
| Brickwood Asset Management LLP | 0002056939 | Feb 18, 2025 | 4 | $126.2M |
| DecisionMap Wealth Management, LLC | 0002001526 | Feb 10, 2025 | 111 | $126.2M |
| Sphera Management Technology Funds Ltd | 0002030525 | Feb 14, 2025 | 58 | $126.1M |
| Templeton & Phillips Capital Management, LLC | 0001961304 | Feb 11, 2025 | 51 | $126.1M |
| Frazier Financial Advisors, LLC | 0002002745 | Feb 12, 2025 | 649 | $126.1M |
| Cigogne Management SA | 0002047346 | Feb 14, 2025 | 55 | $126.0M |
| Madrid Financial Services | 0002135336 | Aug 18, 2026 | 20 | $125.9M |
| Magnolia Capital Management Ltd. | 0001802361 | Jan 14, 2025 | 72 | $125.9M |
| Trademark Financial Management, LLC | 0002011736 | Jan 30, 2025 | 90 | $125.9M |
| Fischer Investment Strategies, LLC | 0001977444 | Feb 14, 2025 | 26 | $125.9M |
| Parkwoods Wealth Partners, LLC | 0002042772 | Jan 23, 2025 | 33 | $125.7M |
| Panoramic Capital, LLC | 0001950490 | Feb 14, 2025 | 41 | $125.7M |
| Nautilus Advisors LLC | 0002083253 | Aug 26, 2025 | 149 | $125.6M |
| Ball & Co Wealth Management Inc. | 0002057075 | Feb 20, 2025 | 75 | $125.6M |
| Delos Wealth Advisors, LLC | 0001878326 | Feb 12, 2025 | 199 | $125.5M |
| Processus Wealth & Capital Management, LLC | 0002014209 | Feb 4, 2025 | 36 | $125.5M |
| Basepoint Wealth LLC | 0002088236 | Oct 16, 2025 | 107 | $125.5M |
| Enhancing Capital LLC | 0001909572 | Feb 11, 2025 | 89 | $125.4M |
| Harraden Circle Investments, LLC | 0001910592 | Feb 13, 2025 | 105 | $125.4M |
| Madison Park Capital Advisors, LLC | 0001993022 | Jan 17, 2025 | 59 | $125.4M |
| E Fund Management (Hong Kong) Co., Ltd. | 0001777469 | Jan 22, 2025 | 163 | $125.4M |
| TT Capital Management LLC | 0002056338 | Feb 13, 2025 | 73 | $125.4M |
| Wallace Hart LLC | 0002018963 | Feb 7, 2025 | 23 | $125.4M |
| Wasserstein Management, L.P. | 0001751492 | Jan 29, 2025 | 1 | $125.3M |
| Frederick Financial Consultants, LLC | 0002055328 | Feb 13, 2025 | 83 | $125.2M |
| Northern Financial Advisors Inc | 0001962457 | Jan 30, 2025 | 107 | $125.2M |
| Coastwise Capital Group, LLC | 0001934500 | Jan 23, 2025 | 122 | $125.2M |
| Finivi Inc. | 0002101641 | Dec 19, 2025 | 89 | $125.1M |
| Palliser Capital (UK) Ltd | 0001881490 | Jan 14, 2025 | 6 | $125.1M |
| RiverPark Advisors, LLC | 0001484256 | Feb 14, 2025 | 128 | $125.1M |