| North Berkeley Wealth Management, LLC | 0002062383 | Apr 3, 2025 | 68 | $98.5M |
| Compass Planning Associates Inc | 0002046823 | Feb 3, 2025 | 135 | $98.5M |
| Dynamic Financial Group | 0002061178 | Apr 9, 2025 | 61 | $98.5M |
| Macroview Investment Management LLC | 0001551727 | Jan 31, 2025 | 79 | $98.5M |
| Sellaronda Global Management LP | 0001975764 | Feb 13, 2025 | 12 | $98.4M |
| Alan B Lancz & Associates, Inc. | 0001897835 | Jan 21, 2025 | 127 | $98.4M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 0000846788 | Feb 13, 2025 | 14 | $98.4M |
| American Asset Management Inc. | 0001569454 | Jan 16, 2025 | 22 | $98.4M |
| Skerryvore Asset Management Ltd | 0002043964 | Feb 10, 2025 | 6 | $98.3M |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 0001896071 | Feb 6, 2025 | 2 | $98.3M |
| Evolutionary Tree Capital Management, LLC | 0001844345 | Feb 13, 2025 | 30 | $98.3M |
| Mountain Hill Investment Partners Corp. | 0002055557 | Feb 11, 2025 | 183 | $98.2M |
| Affinity Wealth LLC | 0002111764 | Aug 26, 2026 | 42 | $98.2M |
| Wincap Financial LLC | 0002064588 | May 7, 2025 | 74 | $98.1M |
| Safe Harbor Fiduciary, LLC | 0002036114 | Feb 14, 2025 | 198 | $98.1M |
| AI-Squared Management Ltd | 0001933952 | Feb 12, 2025 | 20 | $98.1M |
| Ascent Capital Management, LLC | 0001702492 | Feb 10, 2025 | 60 | $97.8M |
| 4WEALTH Advisors, Inc. | 0002056676 | Feb 14, 2025 | 141 | $97.8M |
| Conquis Financial LLC | 0002052436 | Feb 12, 2025 | 199 | $97.7M |
| AMH Equity Ltd | 0001600535 | Feb 5, 2025 | 51 | $97.5M |
| Crescent Sterling, Ltd. | 0001962005 | Jan 13, 2025 | 75 | $97.5M |
| Vista Finance, LLC | 0001893809 | Jan 30, 2025 | 55 | $97.4M |
| Merk Investments LLC | 0001302842 | Feb 14, 2025 | 10 | $97.4M |
| HGI Capital Management, LLC | 0001595907 | Feb 13, 2025 | 18 | $97.2M |
| Kaufman Rossin Wealth, LLC | 0002049750 | Jan 23, 2025 | 37 | $97.2M |
| Alpha Advisors, LLC | 0002095967 | Nov 12, 2025 | 41 | $97.1M |
| Empower Harvest Management Services, Inc. | 0002049453 | Jan 24, 2025 | 1 | $97.1M |
| Q Global Advisors, LLC | 0001469589 | Feb 24, 2025 | 61 | $97.0M |
| EHP Funds Inc. | 0001927881 | Feb 14, 2025 | 49 | $96.9M |
| Fjell Capital, LLC | 0002053350 | Feb 5, 2025 | 54 | $96.8M |
| 10Elms LLP | 0002056650 | Feb 18, 2025 | 521 | $96.8M |
| Freestate Advisors LLC | 0001660328 | Jan 14, 2025 | 37 | $96.7M |
| Northeast Planning Associates, Inc. / NH / | 0001914515 | Mar 19, 2025 | 46 | $96.6M |
| Tiptree Advisors, LLC | 0001455452 | Feb 27, 2025 | 20 | $96.5M |
| Cooper Capital Advisors LLC | 0001957878 | Apr 11, 2025 | 35 | $96.4M |
| KDK Private Wealth Management, LLC | 0001776910 | Feb 13, 2025 | 55 | $96.3M |
| Florin Court Capital LLP | 0001696263 | Feb 3, 2025 | 26 | $96.3M |
| Vista Cima Wealth Management LLC | 0002055907 | Feb 14, 2025 | 49 | $96.2M |
| Midwest Financial Network, LLC | 0002137280 | Jun 4, 2026 | 57 | $96.2M |
| Moneda S.A. Administradora General de Fondos | 0001536361 | Feb 6, 2025 | 25 | $96.2M |
| Texas County & District Retirement System | 0001698632 | Jan 17, 2025 | 1 | $96.1M |
| Ampfield Management, L.P. | 0001853635 | Feb 3, 2025 | 4 | $96.1M |
| Olympiad Research LP | 0001787147 | Feb 3, 2025 | 239 | $96.0M |
| AlpInvest Partners B.V. | 0001512910 | Feb 13, 2025 | 10 | $95.9M |
| James Reed Financial Services, Inc. | 0001911052 | Feb 6, 2025 | 18 | $95.8M |
| Grizzlyrock Capital, LLC | 0002011732 | Feb 14, 2025 | 17 | $95.8M |
| Graver Capital Management, LLC | 0002056589 | Feb 14, 2025 | 25 | $95.7M |
| Farnam Financial LLC | 0002080267 | Aug 13, 2025 | 44 | $95.7M |
| Wilkins Miller Wealth Management, LLC | 0002057318 | Feb 24, 2025 | 71 | $95.6M |
| Alpha Wealth Funds, LLC | 0002059327 | Mar 7, 2025 | 51 | $95.6M |
| Clarendon Private LLC | 0001961628 | Jan 21, 2025 | 101 | $95.5M |
| Expect Equity LLC | 0002007407 | Feb 14, 2025 | 45 | $95.5M |
| William Mack & Associates, Inc. | 0002096700 | Nov 24, 2025 | 64 | $95.5M |
| Smart Portfolios, LLC | 0001513227 | Feb 10, 2025 | 96 | $95.5M |
| Garrison Bradford & Associates Inc. | 0001056488 | Feb 7, 2025 | 31 | $95.5M |
| Grange Capital, LLC | 0002048387 | Jan 21, 2025 | 42 | $95.4M |
| Q Fund Management (Hong Kong) Ltd | 0002078832 | Aug 14, 2025 | 34 | $95.4M |
| Three Magnolias Financial Advisors, LLC | 0002056795 | Feb 14, 2025 | 69 | $95.1M |
| Waycross Investment Management Co | 0001922448 | Jan 14, 2025 | 42 | $95.0M |
| Brandywine Managers, LLC | 0001135121 | Feb 13, 2025 | 37 | $94.9M |
| NewGen Asset Management Ltd | 0001845012 | Feb 14, 2025 | 27 | $94.9M |
| Intrepid Family Office LLC | 0001596197 | Feb 14, 2025 | 33 | $94.8M |
| Ofc Financial Planning, LLC | 0002052590 | Jan 24, 2025 | 52 | $94.8M |
| Treynor Bancshares, Inc. | 0001873063 | Feb 12, 2025 | 50 | $94.7M |
| Blake Schutter Theil Wealth Advisors, LLC | 0002042011 | Feb 7, 2025 | 115 | $94.7M |
| JBGlobal.com LLC | 0002051348 | Jan 17, 2025 | 31 | $94.7M |
| Gritstone Asset Management LLC | 0001964236 | May 15, 2025 | 87 | $94.4M |
| EDBI Pte Ltd | 0001913506 | Feb 4, 2025 | 14 | $94.4M |
| In-Depth Partners, LLC | 0001908316 | Feb 14, 2025 | 13 | $94.4M |
| Totem Point Management, LLC | 0001759364 | Feb 14, 2025 | 16 | $94.4M |
| Talisman Wealth Advisors LLC | 0001962685 | Feb 18, 2025 | 102 | $94.3M |
| Global Value Investment Corp. | 0001569866 | Feb 14, 2025 | 23 | $94.2M |
| BIOS Capital Management, LP | 0001813845 | Feb 18, 2025 | 6 | $94.1M |
| Bingham Private Wealth, LLC | 0002063211 | May 5, 2025 | 142 | $94.0M |
| Axim Planning & Wealth | 0001950607 | Feb 11, 2025 | 41 | $93.9M |
| Aozora Bank, LTD. | 0001568541 | Feb 4, 2025 | 2 | $93.9M |
| GGM Financial LLC | 0002021722 | Jan 29, 2025 | 55 | $93.9M |
| Infinity Wealth Counsel, LLC | 0002066524 | May 13, 2025 | 57 | $93.7M |
| Defined Financial Planning LLC | 0002056559 | Feb 13, 2025 | 78 | $93.7M |
| Inkwell Capital LLC | 0002050138 | Feb 12, 2025 | 32 | $93.5M |
| CFC Planning Co LLC | 0001854428 | Jan 30, 2025 | 61 | $93.4M |
| Sincerus Advisory, LLC | 0002050968 | Feb 5, 2025 | 63 | $93.2M |
| Tandem Financial, LLC | 0002049157 | Jan 28, 2025 | 84 | $93.1M |
| Red Mountain Financial, LLC | 0001997650 | Feb 12, 2025 | 63 | $93.0M |
| Parvin Asset Management, LLC | 0002056764 | Feb 14, 2025 | 343 | $92.9M |
| swisspartners Advisors Ltd | 0001805754 | Jan 29, 2025 | 25 | $92.9M |
| North Ground Capital | 0002055446 | Feb 14, 2025 | 46 | $92.9M |
| Raffles Associates LP | 0001169581 | Feb 14, 2025 | 49 | $92.8M |
| Baer Investment Advisory LLC | 0002057153 | Feb 20, 2025 | 24 | $92.8M |
| Trustco Bank Corp. N Y | 0000357301 | Feb 14, 2025 | 67 | $92.7M |
| Uptown Financial Advisors LLC | 0002066147 | Apr 29, 2025 | 65 | $92.7M |
| Grant Private Wealth Management Inc | 0002056418 | Feb 12, 2025 | 111 | $92.7M |
| Vision Financial Markets LLC | 0001378145 | Feb 6, 2025 | 231 | $92.7M |
| Camelot Portfolios, LLC | 0001569766 | Feb 3, 2025 | 136 | $92.7M |
| Palacios Wealth Management, LLC | 0002053829 | Jan 30, 2025 | 63 | $92.6M |
| Kennondale Capital Management LLC | 0002055199 | Feb 14, 2025 | 80 | $92.6M |
| Petros Family Wealth, LLC | 0002004963 | Feb 13, 2025 | 129 | $92.5M |
| Prairieview Wealth Partners, LLC | 0002011194 | Jan 29, 2025 | 20 | $92.5M |
| Stone Ridge Holdings Group LP | 0002019841 | Feb 7, 2025 | 33 | $92.5M |
| Marathon Strategic Advisors, LLC | 0002021711 | Jan 17, 2025 | 36 | $92.4M |