| Instrumental Wealth, LLC | 0001976010 | May 29, 2024 | 43 | $229.7M |
| FFG Partners, LLC | 0002045972 | Dec 9, 2024 | 30 | $229.8M |
| FSA Wealth Management LLC | 0001804256 | May 16, 2024 | 627 | $229.8M |
| S. R. Schill & Associates | 0001616004 | Apr 4, 2024 | 84 | $229.9M |
| Eukles Asset Management | 0001632553 | May 13, 2024 | 232 | $230.0M |
| Seneca House Advisors | 0001731359 | Apr 18, 2024 | 83 | $230.0M |
| RWQ Financial Management Services, Inc. | 0001846544 | May 14, 2024 | 21 | $230.0M |
| Mill Road Capital Management LLC | 0001512275 | May 15, 2024 | 23 | $230.1M |
| Selective Wealth Management, Inc. | 0001755670 | Apr 11, 2024 | 103 | $230.2M |
| Arq Wealth Advisors, LLC | 0001811827 | May 23, 2024 | 86 | $230.3M |
| Clear Rock Advisors, LLC | 0001810372 | Jun 10, 2024 | 69 | $230.3M |
| Peoples Financial Services Corp. | 0001056943 | Apr 17, 2024 | 246 | $230.4M |
| STF Management LP | 0001965239 | May 1, 2024 | 101 | $230.5M |
| Core Wealth Management, Inc. | 0001965150 | Apr 22, 2024 | 23 | $230.6M |
| Arohi Asset Management PTE Ltd. | 0002043756 | Nov 14, 2024 | 3 | $230.6M |
| Providence First Trust Co | 0001713735 | May 13, 2024 | 102 | $230.6M |
| Chiron Investment Management, LLC | 0001688882 | May 13, 2024 | 103 | $230.7M |
| Palogic Value Management, L.P. | 0001532943 | May 14, 2024 | 161 | $231.2M |
| Compass Group LLC | 0001317627 | May 15, 2024 | 19 | $231.2M |
| Zega Financial, LLC | 0001610186 | May 9, 2024 | 97 | $231.3M |
| Santori & Peters, Inc. | 0001730959 | Apr 19, 2024 | 60 | $231.4M |
| Radcliff Management LLC | 0001911132 | May 15, 2024 | 2 | $231.5M |
| Intrepid Financial Planning Group LLC | 0001641296 | May 13, 2024 | 128 | $231.5M |
| Bouvel Investment Partners, LLC | 0001839122 | Apr 16, 2024 | 75 | $231.5M |
| Numerai GP LLC | 0001668527 | May 15, 2024 | 250 | $231.6M |
| Raleigh Capital Management Inc. | 0001911726 | May 13, 2024 | 963 | $231.8M |
| Sculati Wealth Management, LLC | 0001803397 | May 14, 2024 | 103 | $231.8M |
| All Terrain Financial Advisors, LLC | 0001731358 | May 15, 2024 | 81 | $232.0M |
| Bear Mountain Capital, Inc. | 0002009419 | Apr 25, 2024 | 224 | $232.0M |
| Crescent Park Management, L.P. | 0001629984 | May 14, 2024 | 21 | $232.1M |
| Eley Financial Management, Inc | 0001965267 | May 14, 2024 | 68 | $232.2M |
| INCA Investments LLC | 0001513137 | May 1, 2024 | 11 | $232.4M |
| Juncture Wealth Strategies, LLC | 0001632866 | Apr 5, 2024 | 109 | $232.4M |
| Brooklyn Investment Group | 0001795705 | May 7, 2024 | 229 | $232.5M |
| Brand Asset Management Group, Inc. | 0001748766 | Apr 30, 2024 | 78 | $232.5M |
| BKM Wealth Management, LLC | 0002007263 | Apr 18, 2024 | 196 | $232.5M |
| Global Financial Private Client, LLC | 0002023568 | May 16, 2024 | 714 | $232.6M |
| Precedent Wealth Partners, LLC | 0002008666 | Apr 23, 2024 | 133 | $232.7M |
| Hoertkorn Richard Charles | 0001598177 | May 2, 2024 | 82 | $232.9M |
| KP Management LLC | 0002036769 | Sep 19, 2024 | 57 | $232.9M |
| Teilinger Capital Ltd. | 0001531879 | Aug 8, 2024 | 14 | $233.1M |
| Spectrum Asset Management, Inc. (NB/CA) | 0001632078 | Apr 23, 2024 | 98 | $233.2M |
| Jessup Wealth Management, Inc | 0001963536 | Apr 16, 2024 | 59 | $233.5M |
| Altitude Crest Partners Inc. | 0001986035 | May 14, 2024 | 30 | $233.6M |
| Bell & Brown Wealth Advisors, LLC | 0001725362 | May 13, 2024 | 68 | $233.6M |
| Vishria Bird Financial Group, LLC | 0001746438 | Apr 22, 2024 | 64 | $233.6M |
| Elmwood Wealth Management, Inc. | 0001731927 | May 13, 2024 | 122 | $233.7M |
| BNC Wealth Management, LLC | 0001821549 | Apr 16, 2024 | 101 | $233.8M |
| Catalina Capital Group, LLC | 0002018090 | May 3, 2024 | 307 | $233.8M |
| David Kennon Inc | 0001954126 | May 6, 2024 | 34 | $233.9M |
| GP Brinson Investments LLC | 0001860928 | Apr 12, 2024 | 15 | $234.0M |
| Robinswood Financial LLC | 0002139748 | Jul 15, 2026 | 251 | $234.1M |
| ClearAlpha Technologies LP | 0001972331 | May 13, 2024 | 223 | $234.1M |
| Narus Financial Partners, LLC | 0001698091 | Apr 18, 2024 | 142 | $234.3M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0001327944 | Apr 17, 2024 | 128 | $234.4M |
| Seaside Wealth Management, Inc. | 0001929977 | Apr 18, 2024 | 56 | $234.4M |
| Valtinson Bruner Financial Planning LLC | 0001761450 | Apr 29, 2024 | 121 | $234.7M |
| Patient Square Capital LP | 0001819257 | May 14, 2024 | 2 | $234.8M |
| West Oak Capital, LLC | 0001387399 | Apr 18, 2024 | 315 | $235.1M |
| Benson Investment Management Company, Inc. | 0001694896 | Apr 11, 2024 | 48 | $235.1M |
| Caas Capital Management LP | 0001802881 | Apr 26, 2024 | 118 | $235.2M |
| Kenora Financial, LLC | 0001990080 | May 13, 2024 | 155 | $235.2M |
| Raine Capital LLC | 0001631543 | Jul 11, 2024 | 5 | $235.2M |
| DLK Investment Management, LLC | 0002016793 | Apr 12, 2024 | 109 | $235.3M |
| Hudson Value Partners, LLC | 0001840501 | May 8, 2024 | 94 | $235.4M |
| Weik Capital Management | 0001278793 | May 14, 2024 | 96 | $235.4M |
| Taylor Hoffman Wealth Management | 0001727762 | May 9, 2024 | 108 | $235.6M |
| Bardin Hill Management Partners LP | 0001616416 | May 15, 2024 | 27 | $235.6M |
| Accel Wealth Management | 0001838226 | Apr 19, 2024 | 227 | $235.6M |
| Waterford Advisors, LLC | 0001960657 | May 15, 2024 | 55 | $235.7M |
| Beirne Wealth Consulting Services, LLC | 0001697303 | May 13, 2024 | 99 | $235.8M |
| Maytus Capital Management, LLC | 0001708759 | May 13, 2024 | 50 | $235.9M |
| Advisor Resource Council | 0001820879 | Apr 19, 2024 | 229 | $235.9M |
| Greenhaven Road Investment Management, L.P. | 0001741129 | May 15, 2024 | 19 | $236.1M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0002071170 | Aug 14, 2025 | 573 | $236.1M |
| Shaker Investments LLC | 0001009005 | Apr 25, 2024 | 89 | $236.1M |
| Aristides Capital LLC | 0001595521 | May 15, 2024 | 247 | $236.2M |
| Pettee Investors, Inc. | 0001596901 | May 9, 2024 | 117 | $236.3M |
| Excalibur Management Corp. | 0001009003 | May 13, 2024 | 161 | $236.3M |
| Leeward Financial Partners, LLC | 0001735201 | Apr 19, 2024 | 92 | $236.4M |
| Letson Investment Management, Inc. | 0002078069 | Aug 14, 2025 | 95 | $236.4M |
| Hixon Zuercher, LLC | 0001806752 | Apr 30, 2024 | 61 | $236.5M |
| Barbara Oil Co. | 0001599670 | May 15, 2024 | 77 | $236.6M |
| Divergent Planning, LLC | 0001730787 | Apr 12, 2024 | 28 | $236.7M |
| Innealta Capital, LLC | 0001752579 | May 16, 2024 | 108 | $236.7M |
| Your Advocates Ltd., LLP | 0001774437 | May 1, 2024 | 236 | $236.8M |
| Thomas Story & Son LLC | 0001505207 | Apr 30, 2024 | 52 | $236.8M |
| Whitaker-Myers Wealth Managers, LTD. | 0001973849 | Apr 12, 2024 | 95 | $237.0M |
| Mount Capital Ltd | 0001896379 | May 14, 2024 | 17 | $237.2M |
| Graybill Wealth Management, LTD. | 0001252007 | Apr 15, 2024 | 56 | $237.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0001510870 | Apr 26, 2024 | 129 | $237.5M |
| RFG Holdings, Inc. | 0001845210 | Apr 15, 2024 | 43 | $237.5M |
| ArchPoint Investors | 0001483472 | May 14, 2024 | 67 | $237.6M |
| Fortis Capital Advisors, LLC | 0001959790 | May 8, 2024 | 159 | $237.6M |
| OLIO Financial Planning | 0001906766 | Apr 16, 2024 | 52 | $237.7M |
| Ruedi Wealth Management, Inc. | 0001940678 | May 6, 2024 | 260 | $237.7M |
| Perry Creek Capital LP | 0001769704 | May 15, 2024 | 13 | $237.7M |
| Quantedge Capital Pte Ltd | 0001561418 | May 14, 2024 | 111 | $237.7M |
| Vert Asset Management LLC | 0001904664 | Apr 15, 2024 | 42 | $237.8M |
| Atlas Private Wealth Management, LLC | 0001800369 | Apr 15, 2024 | 119 | $238.0M |