| Main Street Group, LTD | 0001965796 | Nov 13, 2024 | 810 | $253.7M |
| Sweeney & Michel, LLC | 0001979556 | Oct 21, 2024 | 121 | $253.7M |
| Honeycomb Asset Management LP | 0001675688 | Nov 14, 2024 | 20 | $253.7M |
| David Kennon Inc | 0001954126 | Oct 22, 2024 | 34 | $254.0M |
| Allred Capital Management, LLC | 0001765885 | Nov 13, 2024 | 162 | $254.2M |
| Forager Capital Management, LLC | 0001802986 | Nov 18, 2024 | 13 | $254.3M |
| Your Advocates Ltd., LLP | 0001774437 | Oct 25, 2024 | 232 | $254.5M |
| LaSalle St. Investment Advisors, LLC | 0001966193 | Nov 14, 2024 | 208 | $254.5M |
| Cypress Point Wealth Management, LLC | 0001825611 | Nov 1, 2024 | 75 | $254.6M |
| Letson Investment Management, Inc. | 0002078069 | Aug 14, 2025 | 91 | $254.6M |
| Praetorian PR LLC | 0001949877 | Nov 14, 2024 | 13 | $255.1M |
| Westwood Wealth Management | 0001861125 | Nov 12, 2024 | 39 | $255.1M |
| SMART Wealth LLC | 0002044723 | Dec 16, 2024 | 140 | $255.1M |
| Rogco, LP | 0001998892 | Oct 23, 2024 | 240 | $255.1M |
| Pinnacle Financial Group, LLC / IL | 0001905962 | Nov 12, 2024 | 80 | $255.2M |
| Hixon Zuercher, LLC | 0001806752 | Oct 30, 2024 | 76 | $255.3M |
| Brand Asset Management Group, Inc. | 0001748766 | Oct 17, 2024 | 89 | $255.5M |
| Retirement Capital Strategies | 0001672681 | Nov 12, 2024 | 65 | $255.5M |
| MKA Charitable Fund | 0002010351 | Nov 7, 2024 | 1 | $255.6M |
| Arlington Partners LLC | 0001389848 | Oct 21, 2024 | 58 | $255.6M |
| Summit Rock Advisors, LP | 0001540951 | Oct 30, 2024 | 6 | $255.7M |
| Enzi Wealth | 0001887441 | Oct 15, 2024 | 71 | $255.7M |
| Selway Asset Management | 0001080523 | Oct 11, 2024 | 74 | $255.8M |
| Bell & Brown Wealth Advisors, LLC | 0001725362 | Nov 14, 2024 | 71 | $255.8M |
| Red Lighthouse Investment Management, LLC | 0001962166 | Nov 1, 2024 | 105 | $255.9M |
| True Wealth Design, LLC | 0001966033 | Nov 14, 2024 | 1,274 | $256.1M |
| Pinnacle Holdings, LLC | 0001411784 | Nov 12, 2024 | 237 | $256.1M |
| United Community Bank | 0002000314 | Oct 30, 2024 | 361 | $256.2M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0001894543 | Nov 14, 2024 | 56 | $256.3M |
| Segra Capital Management, LLC | 0001607512 | Nov 15, 2024 | 8 | $256.4M |
| Centennial Wealth Advisory LLC | 0001839421 | Oct 30, 2024 | 149 | $256.5M |
| Global Financial Private Client, LLC | 0002023568 | Oct 7, 2024 | 807 | $256.5M |
| MTM Investment Management, LLC | 0001831416 | Nov 8, 2024 | 270 | $256.9M |
| Concentrum Wealth Management | 0001765387 | Nov 13, 2024 | 73 | $257.0M |
| Compass Advisory Group LLC | 0001720292 | Oct 23, 2024 | 71 | $257.1M |
| Palumbo Wealth Management LLC | 0001846310 | Oct 28, 2024 | 160 | $257.2M |
| Orion Investment Co | 0002033920 | Nov 13, 2024 | 66 | $257.2M |
| Royal Harbor Partners, LLC | 0001801876 | Oct 29, 2024 | 46 | $257.3M |
| Brown Miller Wealth Management, LLC | 0001840084 | Feb 11, 2025 | 127 | $257.3M |
| Hudson Value Partners, LLC | 0001840501 | Oct 31, 2024 | 97 | $257.4M |
| Vitruvian Partners LLP | 0001692590 | Nov 12, 2024 | 6 | $257.5M |
| FACT Capital, LP | 0001964400 | Nov 14, 2024 | 18 | $257.8M |
| Keystone Financial Services | 0001865158 | Nov 5, 2024 | 97 | $257.9M |
| Yakira Capital Management, Inc. | 0001584639 | Nov 13, 2024 | 263 | $257.9M |
| Sage Financial Management Group, Inc. | 0001762086 | Oct 17, 2024 | 53 | $257.9M |
| Hoxton Planning & Management, LLC | 0001954782 | Oct 8, 2024 | 201 | $258.2M |
| Juncture Wealth Strategies, LLC | 0001632866 | Oct 9, 2024 | 120 | $258.3M |
| Old West Investment Management, LLC | 0001549358 | Nov 19, 2024 | 58 | $258.6M |
| Horan Securities, Inc. | 0001671623 | Nov 12, 2024 | 139 | $258.6M |
| Laurus Global Equity Management Inc. | 0001869316 | Oct 17, 2024 | 42 | $258.7M |
| Running Point Capital Advisors, LLC | 0001840629 | Nov 12, 2024 | 151 | $258.7M |
| Robertson Opportunity Capital, LLC | 0001352122 | Nov 14, 2024 | 29 | $258.8M |
| Carmel Capital Partners, LLC | 0001900481 | Nov 1, 2024 | 167 | $259.1M |
| Aubrey Capital Management Ltd | 0001730754 | Nov 6, 2024 | 60 | $259.2M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0002079571 | Aug 29, 2025 | 177 | $259.2M |
| Thomas H Lee Partners LP | 0001260945 | Nov 8, 2024 | 1 | $259.3M |
| PCG Wealth Advisors, LLC | 0001905393 | Oct 16, 2024 | 122 | $259.3M |
| Raleigh Capital Management Inc. | 0001911726 | Oct 21, 2024 | 998 | $259.4M |
| Bridgefront Capital, LLC | 0001725690 | Nov 14, 2024 | 501 | $259.4M |
| First Sabrepoint Capital Management LP | 0001731530 | Nov 15, 2024 | 29 | $259.4M |
| jvl associates llc | 0001915765 | Oct 4, 2024 | 56 | $259.4M |
| RBA Wealth Management, LLC | 0001776296 | Oct 21, 2024 | 88 | $259.5M |
| Emergence GP Partners, LLC | 0001589115 | Nov 8, 2024 | 3 | $259.6M |
| Adirondack Trust Co. | 0001054257 | Oct 8, 2024 | 489 | $259.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0001697375 | Oct 18, 2024 | 378 | $259.7M |
| Northeast Financial Group, Inc. | 0001965773 | Nov 6, 2024 | 79 | $259.7M |
| Vesa Equity Investment S.a r.l. | 0001810554 | Nov 7, 2024 | 1 | $259.8M |
| Wind River Trust Co | 0001657703 | Oct 24, 2024 | 9 | $259.9M |
| Oldfather Financial Services, LLC | 0001775530 | Oct 28, 2024 | 76 | $259.9M |
| Autumn Glory Partners, LLC | 0001911621 | Oct 24, 2024 | 197 | $260.0M |
| Impact Asset Management GmbH | 0002068799 | May 30, 2025 | 69 | $260.0M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0001327944 | Oct 16, 2024 | 130 | $260.1M |
| Silverlake Wealth Management LLC | 0001966026 | Oct 10, 2024 | 275 | $260.2M |
| ARCH Venture Management, LLC | 0001274403 | Nov 14, 2024 | 9 | $260.6M |
| Kennicott Capital Management LLC | 0001863265 | Oct 21, 2024 | 44 | $260.7M |
| Windward Private Wealth Management Inc. | 0001835866 | Nov 1, 2024 | 47 | $260.8M |
| McCarthy & Cox | 0002020726 | Oct 10, 2024 | 56 | $260.9M |
| Taylor Hoffman Capital Management LLC | 0002042493 | Nov 12, 2024 | 114 | $260.9M |
| DLK Investment Management, LLC | 0002016793 | Oct 9, 2024 | 113 | $261.0M |
| Aisling Capital Management LP | 0001766721 | Nov 13, 2024 | 16 | $261.1M |
| FWL Investment Management, LLC | 0001829231 | Nov 14, 2024 | 298 | $261.1M |
| Eagle Bay Advisors LLC | 0001862864 | Oct 22, 2024 | 1,365 | $261.1M |
| Naman Capital Ltda | 0001946136 | Nov 14, 2024 | 11 | $261.1M |
| All Terrain Financial Advisors, LLC | 0001731358 | Nov 13, 2024 | 80 | $261.2M |
| Team Hewins, LLC | 0001964760 | Jul 8, 2025 | 38 | $261.4M |
| Rede Wealth, LLC | 0001842054 | Oct 18, 2024 | 104 | $261.5M |
| Joseph Group Capital Management | 0001910383 | Nov 7, 2024 | 80 | $261.5M |
| Veracity Capital LLC | 0001811005 | Oct 18, 2024 | 202 | $261.6M |
| Transatlantique Private Wealth LLC | 0001935000 | Nov 13, 2024 | 210 | $261.7M |
| Calton & Associates, Inc. | 0000822648 | Oct 21, 2024 | 241 | $261.7M |
| Corbyn Investment Management Inc. | 0000919538 | Nov 7, 2024 | 65 | $261.7M |
| Level Financial Advisors | 0001871734 | Oct 10, 2024 | 75 | $262.0M |
| Excalibur Management Corp. | 0001009003 | Nov 14, 2024 | 167 | $262.3M |
| Anfield Capital Management, LLC | 0001602020 | Nov 8, 2024 | 454 | $262.3M |
| Encompass More Asset Management | 0002011218 | Nov 14, 2024 | 189 | $262.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0001510870 | Nov 5, 2024 | 138 | $262.4M |
| Kelleher Financial Advisors | 0001507971 | Nov 8, 2024 | 119 | $262.4M |
| Morling Financial Advisors, LLC | 0001905198 | Oct 18, 2024 | 100 | $262.4M |
| Intergy Private Wealth, LLC | 0001911342 | Oct 17, 2024 | 88 | $262.5M |
| ADW Capital Management, LLC | 0001745214 | Nov 14, 2024 | 5 | $262.6M |