| Pecaut & Co. | 0001597200 | Nov 6, 2024 | 74 | $282.7M |
| Phraction Management LLC | 0001907803 | Nov 6, 2024 | 69 | $282.8M |
| Cutler Capital Management, LLC | 0001353098 | Nov 13, 2024 | 111 | $282.8M |
| Silverleafe Capital Partners, LLC | 0001535611 | Nov 12, 2024 | 76 | $282.9M |
| Almitas Capital LLC | 0001596468 | Nov 14, 2024 | 68 | $283.0M |
| Investment Advisory Services Inc. /TX | 0000925953 | Oct 15, 2024 | 116 | $283.1M |
| RIA Advisory Group LLC | 0001958384 | Nov 6, 2024 | 128 | $283.2M |
| Patriot Financial Partners Gp, LP | 0001470261 | Nov 12, 2024 | 8 | $283.3M |
| Sykon Capital LLC | 0001988408 | Nov 12, 2024 | 93 | $283.4M |
| RFG Holdings, Inc. | 0001845210 | Oct 10, 2024 | 53 | $283.5M |
| Mathes Company, Inc. | 0001389223 | Oct 29, 2024 | 127 | $283.5M |
| Warther Private Wealth, LLC | 0001954551 | Oct 23, 2024 | 85 | $283.6M |
| KP Management LLC | 0002036769 | Oct 24, 2024 | 57 | $283.9M |
| Brooklyn FI, LLC | 0001916123 | Oct 29, 2024 | 60 | $283.9M |
| Stiles Financial Services Inc | 0001904832 | Oct 31, 2024 | 188 | $283.9M |
| WJ Wealth Management, LLC | 0001801674 | Nov 1, 2024 | 74 | $284.0M |
| 44 Wealth Management LLC | 0001831187 | Oct 25, 2024 | 199 | $284.2M |
| Slotnik Capital, LLC | 0001963764 | Nov 14, 2024 | 18 | $284.3M |
| Chiron Investment Management, LLC | 0001688882 | Nov 18, 2024 | 91 | $284.4M |
| Maytus Capital Management, LLC | 0001708759 | Nov 14, 2024 | 50 | $284.4M |
| Knott David M Jr | 0001892770 | Nov 13, 2024 | 92 | $284.6M |
| Nixon Capital, LLC | 0001846352 | Nov 13, 2024 | 33 | $284.6M |
| Glassy Mountain Advisors, Inc. | 0001914617 | Oct 29, 2024 | 59 | $284.7M |
| Sicart Associates LLC | 0001696494 | Oct 25, 2024 | 73 | $284.8M |
| Beirne Wealth Consulting Services, LLC | 0001697303 | Nov 7, 2024 | 103 | $284.8M |
| Deepwater Asset Management, LLC | 0001964171 | Oct 24, 2024 | 23 | $284.8M |
| NFSG Corp | 0001879757 | Nov 12, 2024 | 662 | $284.9M |
| Wealth High Governance Capital Ltda | 0002028828 | Feb 7, 2025 | 41 | $284.9M |
| Snow Phipps Group, LLC | 0001698661 | Oct 8, 2024 | 2 | $285.4M |
| Wealth Effects LLC | 0001907254 | Oct 21, 2024 | 217 | $285.4M |
| Mount Capital Ltd | 0001896379 | Nov 13, 2024 | 18 | $285.6M |
| Aquamarine Capital (Aquamarine Zurich) | 0001953324 | Oct 16, 2024 | 14 | $285.6M |
| Marcho Partners LLP | 0001782974 | Nov 14, 2024 | 10 | $285.6M |
| Websterrogers Financial Advisors, LLC | 0001841757 | Oct 15, 2024 | 68 | $285.8M |
| Strategic Family Wealth Counselors, L.L.C. | 0001729755 | Nov 1, 2024 | 133 | $285.8M |
| USAdvisors Wealth Management, LLC | 0001735605 | Nov 7, 2024 | 129 | $285.9M |
| Eos Management, L.P. | 0001548882 | Nov 1, 2024 | 43 | $285.9M |
| Westbourne Investment Advisors, Inc. | 0001650092 | Oct 29, 2024 | 91 | $286.2M |
| Augustine Asset Management Inc. | 0000778963 | Oct 25, 2024 | 100 | $286.3M |
| Passive Capital Management, LLC. | 0001958250 | Nov 15, 2024 | 65 | $286.5M |
| Post Oak Energy Holdings, LLC | 0001911838 | Nov 14, 2024 | 1 | $286.5M |
| Missouri Trust & Investment Co | 0001908186 | Nov 5, 2024 | 397 | $286.5M |
| Greenstone Partners & Co., LLC | 0001845565 | Nov 14, 2024 | 9 | $286.6M |
| Coyle Financial Counsel LLC | 0001593038 | Nov 12, 2024 | 70 | $286.6M |
| Valley Forge Investment Consultants Inc. Adv | 0000920655 | Nov 14, 2024 | 87 | $286.7M |
| Buska Wealth Management, LLC | 0001910503 | Jan 10, 2025 | 58 | $286.7M |
| Red Wave Investments LLC | 0001846493 | Nov 14, 2024 | 110 | $286.8M |
| Hendley & Co. Inc. | 0001084207 | Oct 31, 2024 | 54 | $286.8M |
| Henry James International Management Inc. | 0001750423 | Oct 30, 2024 | 98 | $286.9M |
| Valtinson Bruner Financial Planning LLC | 0001761450 | Nov 5, 2024 | 137 | $286.9M |
| VPR Management LLC | 0001894203 | Nov 13, 2024 | 56 | $287.0M |
| Oxler Private Wealth LLC | 0001846002 | Oct 11, 2024 | 86 | $287.0M |
| Lion Street Advisors, LLC | 0001801991 | Oct 10, 2024 | 261 | $287.1M |
| Allegiance Financial Group Advisory Services LLC | 0001964068 | Nov 13, 2024 | 79 | $287.4M |
| Centerpoint Advisors, LLC | 0001733788 | Oct 15, 2024 | 482 | $287.6M |
| Cornell Pochily Investment Advisors, Inc. | 0001736260 | Oct 15, 2024 | 175 | $288.0M |
| Trybe Capital Management LP | 0001807902 | Nov 14, 2024 | 6 | $288.2M |
| Adamsbrown Wealth Consultants LLC | 0001911244 | Oct 11, 2024 | 93 | $288.2M |
| Investment Advisory Group, LLC | 0001910273 | Oct 15, 2024 | 168 | $288.2M |
| Financial Perspectives, Inc | 0002003287 | Oct 17, 2024 | 685 | $288.5M |
| Hibernia Wealth Partners, LLC | 0001950637 | Oct 24, 2024 | 124 | $288.5M |
| RWQ Financial Management Services, Inc. | 0001846544 | Oct 29, 2024 | 25 | $288.6M |
| Atlas Brown,Inc. | 0001388168 | Oct 18, 2024 | 207 | $288.7M |
| Van Strum & Towne Inc. | 0001080173 | Nov 12, 2024 | 105 | $288.9M |
| West Branch Capital LLC | 0001738723 | Oct 18, 2024 | 626 | $289.2M |
| Great Oak Capital Partners, LLC | 0002012868 | Oct 8, 2024 | 34 | $289.2M |
| Nicollet Investment Management, Inc. | 0001729048 | Nov 6, 2024 | 70 | $289.3M |
| Fonville Wealth Management LLC | 0002008703 | Oct 28, 2024 | 116 | $289.4M |
| AlphaMark Advisors, LLC | 0001348183 | Oct 16, 2024 | 707 | $289.7M |
| Ausbil Investment Management Ltd | 0001966036 | Oct 23, 2024 | 74 | $289.7M |
| Ararat Capital Management LP | 0001768757 | Nov 14, 2024 | 18 | $289.8M |
| Samjo Management, LLC | 0001986590 | Nov 12, 2024 | 53 | $289.8M |
| HighVista Strategies LLC | 0001335325 | Nov 14, 2024 | 142 | $290.0M |
| Vert Asset Management LLC | 0001904664 | Oct 17, 2024 | 42 | $290.1M |
| VR Advisory Services Ltd | 0001348145 | Nov 14, 2024 | 41 | $290.2M |
| Sequent Planning LLC | 0002009724 | Nov 14, 2024 | 146 | $290.3M |
| JRM Investment Counsel, LLC | 0001631084 | Nov 14, 2024 | 20 | $290.4M |
| Robinson Capital Management, LLC | 0001599795 | Nov 7, 2024 | 226 | $290.4M |
| Orchard Capital Management, LLC | 0001858319 | Nov 13, 2024 | 57 | $290.6M |
| HWG Holdings LP | 0001599390 | Oct 23, 2024 | 51 | $290.7M |
| Sycamore Partners Management, L.P. | 0001632833 | Nov 14, 2024 | 1 | $290.7M |
| Peregrine Asset Advisers, Inc. | 0001535227 | Nov 4, 2024 | 181 | $290.7M |
| TTP Investments, Inc. | 0001682576 | Jan 21, 2025 | 32 | $290.8M |
| Olympus Wealth Management, LLC | 0001995674 | Oct 29, 2024 | 16 | $290.9M |
| Morgan Dempsey Capital Management LLC | 0001050463 | Nov 8, 2024 | 99 | $291.1M |
| Formula Growth Ltd. | 0001093219 | Nov 13, 2024 | 109 | $291.2M |
| Millstreet Capital Management LLC | 0001590729 | Nov 14, 2024 | 3 | $291.2M |
| Rench Wealth Management, Inc. | 0001599016 | Nov 14, 2024 | 45 | $291.3M |
| Ruedi Wealth Management, Inc. | 0001940678 | Oct 22, 2024 | 343 | $291.3M |
| Ogorek Anthony Joseph /NY/ | 0000714364 | Nov 8, 2024 | 274 | $291.4M |
| Pacifica Capital Investments, LLC | 0001486713 | Nov 14, 2024 | 16 | $291.5M |
| Hillman Capital Management, Inc. | 0001314620 | Nov 14, 2024 | 52 | $291.6M |
| Garner Asset Management Corp | 0001714093 | Nov 12, 2024 | 151 | $291.8M |
| Westend Capital Management, LLC | 0001331997 | Oct 10, 2024 | 246 | $291.8M |
| CJM Wealth Advisers, Ltd. | 0001992748 | Oct 3, 2024 | 69 | $291.9M |
| K2 Principal Fund, L.P. | 0001461790 | Nov 15, 2024 | 222 | $291.9M |
| Magnitude Capital, LLC | 0001556278 | Nov 14, 2024 | 1 | $292.0M |
| VELA Investment Management, LLC | 0001895612 | Oct 29, 2024 | 137 | $292.5M |
| Iron Horse Wealth Management, LLC | 0001836270 | Oct 22, 2024 | 507 | $292.6M |
| White Pine Capital LLC | 0001137429 | Nov 12, 2024 | 215 | $292.7M |