| Benchmark Financial Wealth Advisors, LLC | 0001757706 | Jul 23, 2024 | 90 | $269.9M |
| Greenfield Seitz Capital Management, LLC | 0002097528 | Nov 24, 2025 | 102 | $270.0M |
| First Washington CORP | 0001390043 | Aug 12, 2024 | 58 | $270.1M |
| RFP Financial Group LLC | 0001956564 | Jul 25, 2024 | 914 | $270.1M |
| Oxler Private Wealth LLC | 0001846002 | Jul 30, 2024 | 83 | $270.2M |
| Lion Street Advisors, LLC | 0001801991 | Jul 12, 2024 | 261 | $270.2M |
| M3F, Inc. | 0001511291 | Aug 13, 2024 | 34 | $270.2M |
| TrueWealth Advisors, LLC | 0001817714 | Jul 24, 2024 | 218 | $270.3M |
| Garner Asset Management Corp | 0001714093 | Aug 12, 2024 | 150 | $270.3M |
| Northern Right Capital Management, L.P. | 0001346543 | Aug 14, 2024 | 28 | $270.6M |
| Altrafin AG | 0002110313 | Feb 17, 2026 | 60 | $270.7M |
| Financial Perspectives, Inc | 0002003287 | Aug 9, 2024 | 681 | $270.8M |
| LongView Wealth Management | 0001990190 | Jul 22, 2024 | 182 | $270.8M |
| Whitaker-Myers Wealth Managers, LTD. | 0001973849 | Jul 26, 2024 | 99 | $270.8M |
| Hilltop Partners LLC | 0001957867 | Aug 1, 2024 | 98 | $271.1M |
| Red Wave Investments LLC | 0001846493 | Aug 9, 2024 | 103 | $271.1M |
| Abound Wealth Management | 0001950323 | Aug 9, 2024 | 1,170 | $271.2M |
| Integral Investment Advisors, Inc. | 0001902826 | Jul 30, 2024 | 149 | $271.2M |
| TNF LLC | 0001849683 | Jul 25, 2024 | 122 | $271.5M |
| CJM Wealth Advisers, Ltd. | 0001992748 | Jul 9, 2024 | 64 | $271.8M |
| Interchange Capital Partners, LLC | 0001845998 | Jul 31, 2024 | 264 | $271.9M |
| American Assets Inc. | 0000885118 | Jul 31, 2024 | 10 | $272.0M |
| Praetorian PR LLC | 0001949877 | Aug 14, 2024 | 16 | $272.1M |
| Acima Private Wealth, LLC | 0001761961 | Jul 30, 2024 | 183 | $272.2M |
| PYA Waltman Capital, LLC | 0001800135 | Aug 12, 2024 | 66 | $272.3M |
| GoodHaven Capital Management, LLC | 0001542300 | Aug 12, 2024 | 26 | $272.4M |
| Indiana Trust & Investment Management Co | 0001356407 | Jul 10, 2024 | 451 | $272.5M |
| Steamboat Capital Partners, LLC | 0001635663 | Aug 14, 2024 | 41 | $272.5M |
| Garrett Wealth Advisory Group, LLC | 0001729443 | Jul 19, 2024 | 84 | $272.7M |
| EnRich Financial Partners LLC | 0001955091 | Aug 13, 2024 | 244 | $272.7M |
| HWG Holdings LP | 0001599390 | Aug 19, 2024 | 131 | $272.7M |
| FC Advisory LLC | 0001683754 | Jul 8, 2024 | 95 | $272.7M |
| Susquehanna International Securities, Ltd. | 0001765923 | Aug 15, 2024 | 44 | $272.7M |
| Investment Advisory Services Inc. /TX | 0000925953 | Jul 17, 2024 | 118 | $272.9M |
| Oak Asset Management, LLC | 0001726375 | Jul 12, 2024 | 101 | $273.1M |
| Wealthstream Advisors, Inc. | 0001833780 | Jul 29, 2024 | 148 | $273.3M |
| Bonness Enterprises Inc. | 0001105471 | Jul 25, 2024 | 37 | $273.3M |
| Provident Wealth Management, LLC | 0001799797 | Jul 17, 2024 | 119 | $273.4M |
| Jackson Creek Investment Advisors LLC | 0001831003 | Aug 2, 2024 | 299 | $273.6M |
| Summit Street Capital Management, LLC | 0001595533 | Aug 14, 2024 | 29 | $273.7M |
| EWG Elevate Inc. | 0001765278 | Jul 16, 2024 | 133 | $273.7M |
| HighVista Strategies LLC | 0001335325 | Aug 14, 2024 | 137 | $273.8M |
| Weil Company, Inc. | 0001318011 | Aug 5, 2024 | 145 | $274.1M |
| Northwest Capital Management Inc | 0001730404 | Jul 9, 2024 | 465 | $274.1M |
| Paragon Advisors, LLC | 0001799719 | Aug 13, 2024 | 72 | $274.2M |
| Glass Jacobson Investment Advisors llc | 0001964394 | Aug 12, 2024 | 760 | $274.5M |
| Tejara Capital Ltd | 0001879713 | Aug 14, 2024 | 67 | $274.7M |
| Periscope Capital Inc. | 0001695320 | Aug 13, 2024 | 321 | $274.8M |
| WJ Wealth Management, LLC | 0001801674 | Aug 12, 2024 | 77 | $274.9M |
| Numerai GP LLC | 0001668527 | Aug 14, 2024 | 311 | $275.0M |
| S.E.E.D. Planning Group LLC | 0001765515 | Jul 18, 2024 | 74 | $275.1M |
| East Coast Asset Management, LLC. | 0001579254 | Aug 14, 2024 | 70 | $275.1M |
| Formula Growth Ltd. | 0001093219 | Aug 13, 2024 | 109 | $275.2M |
| Deepwater Asset Management, LLC | 0001964171 | Aug 13, 2024 | 23 | $275.3M |
| Borer Denton & Associates, Inc. | 0001993607 | Aug 13, 2024 | 56 | $275.4M |
| Mathes Company, Inc. | 0001389223 | Aug 12, 2024 | 128 | $275.5M |
| Van Strum & Towne Inc. | 0001080173 | Jul 25, 2024 | 102 | $275.5M |
| Chesapeake Wealth Management | 0001730383 | Aug 13, 2024 | 155 | $275.8M |
| Frontier Asset Management, LLC | 0001910146 | Aug 7, 2024 | 60 | $275.8M |
| Bandera Partners LLC | 0001399386 | Aug 12, 2024 | 19 | $275.9M |
| Wealth Effects LLC | 0001907254 | Aug 2, 2024 | 209 | $275.9M |
| Channel Wealth LLC | 0001975550 | Aug 5, 2024 | 164 | $275.9M |
| RWQ Financial Management Services, Inc. | 0001846544 | Jul 30, 2024 | 19 | $276.0M |
| Westbourne Investment Advisors, Inc. | 0001650092 | Aug 7, 2024 | 86 | $276.0M |
| X-Square Capital, LLC | 0001729300 | Aug 6, 2024 | 157 | $276.3M |
| SAM Advisors, LLC | 0001600944 | Aug 14, 2024 | 36 | $276.3M |
| Droms Strauss Advisors Inc. /Mo/ | 0001053292 | Jul 31, 2024 | 64 | $276.3M |
| FTV Management Company, L.P. | 0002021589 | Aug 14, 2024 | 1 | $276.4M |
| Zega Financial, LLC | 0001610186 | Aug 12, 2024 | 106 | $276.5M |
| Caden Capital Partners, LP | 0001893767 | Aug 14, 2024 | 11 | $276.5M |
| ABLE Financial Group, LLC | 0001977500 | Jul 26, 2024 | 172 | $276.7M |
| Prudent Investors Network, Inc. | 0001766005 | Jul 31, 2024 | 45 | $276.7M |
| Truefg, LLC | 0001766067 | Aug 7, 2024 | 49 | $276.8M |
| Thomist Capital Management, LP | 0001767809 | Aug 12, 2024 | 35 | $276.9M |
| Quantedge Capital Pte Ltd | 0001561418 | Aug 14, 2024 | 174 | $276.9M |
| Fortis Capital Advisors, LLC | 0001959790 | Aug 2, 2024 | 159 | $277.1M |
| Moerus Capital Management LLC | 0001742647 | Aug 14, 2024 | 18 | $277.1M |
| Lynx1 Capital Management LP | 0001910456 | Aug 14, 2024 | 17 | $277.2M |
| Robinson Capital Management, LLC | 0001599795 | Aug 14, 2024 | 206 | $277.2M |
| Legacy Capital Group California, Inc. | 0001977092 | Jul 22, 2024 | 307 | $277.3M |
| Cardinal Strategic Wealth Guidance | 0001801989 | Jul 22, 2024 | 77 | $277.4M |
| Northcape Wealth Management, LLC | 0001902806 | Jul 25, 2024 | 131 | $277.5M |
| Portland Investment Counsel Inc. | 0001081668 | Aug 14, 2024 | 52 | $277.5M |
| Centerpoint Advisors, LLC | 0001733788 | Jul 30, 2024 | 453 | $277.5M |
| SOF Ltd | 0001697569 | Aug 14, 2024 | 1 | $277.7M |
| Wade Financial Advisory, Inc | 0001802670 | Jul 25, 2024 | 81 | $277.9M |
| Bcwm, LLC | 0001542165 | Aug 9, 2024 | 58 | $277.9M |
| Courage Miller Partners, LLC | 0001482106 | Jul 25, 2024 | 78 | $278.0M |
| ForthRight Wealth Management, LLC | 0001841633 | Jul 12, 2024 | 64 | $278.2M |
| Nia Impact Advisors, LLC | 0001815217 | Aug 9, 2024 | 103 | $278.3M |
| Rinkey Investments | 0001730774 | Jul 31, 2024 | 72 | $278.3M |
| Pacifica Capital Investments, LLC | 0001486713 | Aug 5, 2024 | 18 | $278.5M |
| Veltria Advisors Corp. | 0001941369 | Aug 12, 2024 | 196 | $278.5M |
| Hendley & Co. Inc. | 0001084207 | Jul 16, 2024 | 53 | $278.6M |
| Global Wealth Strategies & Associates | 0001912297 | Jul 2, 2024 | 349 | $278.7M |
| Terril Brothers, Inc. | 0000314169 | Aug 9, 2024 | 58 | $278.7M |
| Rench Wealth Management, Inc. | 0001599016 | Aug 13, 2024 | 45 | $278.7M |
| AlpInvest Partners B.V. | 0001512910 | Aug 9, 2024 | 16 | $278.8M |
| Stone Summit Wealth LLC | 0001908192 | Jul 30, 2024 | 137 | $278.9M |
| Atlas Brown,Inc. | 0001388168 | Jul 23, 2024 | 203 | $278.9M |