| Hemington Wealth Management | 0001838234 | May 3, 2024 | 113 | $276.0M |
| HT Partners LLC | 0001552999 | Apr 18, 2024 | 49 | $276.2M |
| Sequent Planning LLC | 0002009724 | May 14, 2024 | 142 | $276.3M |
| LCNB Corp. | 0001074902 | May 10, 2024 | 180 | $276.4M |
| Madison Wealth Partners, Inc | 0001844424 | Apr 29, 2024 | 124 | $276.5M |
| Sykon Capital LLC | 0001988408 | May 8, 2024 | 93 | $276.6M |
| PSI Advisors, LLC | 0001779040 | Apr 24, 2024 | 803 | $276.7M |
| Northern Right Capital Management, L.P. | 0001346543 | May 15, 2024 | 29 | $276.8M |
| Princeton Capital Management LLC | 0001167026 | May 9, 2024 | 104 | $277.0M |
| Concord Investment Counsel Inc. | 0002022154 | May 6, 2024 | 53 | $277.0M |
| LFL Advisers, LLC | 0001694127 | May 13, 2024 | 11 | $277.0M |
| Peak XV Partners Operations LLC | 0001886840 | Sep 4, 2024 | 3 | $277.1M |
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) | 0001910318 | Apr 30, 2024 | 1 | $277.2M |
| Stolper Co | 0001808195 | Apr 9, 2024 | 87 | $277.2M |
| Bonness Enterprises Inc. | 0001105471 | Apr 12, 2024 | 38 | $277.3M |
| Balefire, LLC | 0001750924 | May 10, 2024 | 818 | $277.4M |
| Syverson Strege & Co | 0001682057 | Apr 30, 2024 | 71 | $277.4M |
| Robinson Capital Management, LLC | 0001599795 | May 14, 2024 | 174 | $277.4M |
| Zimmermann Investment Management & Planning LLC | 0001908404 | Apr 23, 2024 | 134 | $277.6M |
| Pathway Financial Advisers, LLC | 0002024152 | May 29, 2024 | 450 | $277.8M |
| Copperwynd Financial, LLC | 0001687832 | Apr 30, 2024 | 140 | $277.9M |
| Westmount Partners, LLC | 0002051491 | Jan 28, 2025 | 213 | $278.0M |
| Bard Associates Inc. | 0001105907 | May 13, 2024 | 176 | $278.1M |
| Family Legacy, Inc. | 0001706016 | Apr 24, 2024 | 119 | $278.2M |
| Arcataur Capital Management LLC | 0001987321 | Apr 26, 2024 | 97 | $278.3M |
| Bay Harbor Wealth Management, LLC | 0001767989 | Apr 22, 2024 | 172 | $278.5M |
| Gateway Wealth Partners, LLC | 0001966037 | May 15, 2024 | 235 | $278.6M |
| BCGM Wealth Management, LLC | 0001830467 | May 7, 2024 | 145 | $278.6M |
| ForthRight Wealth Management, LLC | 0001841633 | Apr 23, 2024 | 66 | $278.6M |
| Argonautica Private Wealth Management, Inc. | 0001931870 | Apr 30, 2024 | 197 | $278.8M |
| Boyd Watterson Asset Management LLC | 0001121477 | Apr 29, 2024 | 440 | $279.0M |
| Weybosset Research & Management LLC | 0001280604 | Apr 22, 2024 | 45 | $279.0M |
| Park Place Capital Corp | 0001965810 | Apr 18, 2024 | 902 | $279.2M |
| Annis Gardner Whiting Capital Advisors, LLC | 0001998414 | May 13, 2024 | 943 | $279.2M |
| Retirement Group, LLC | 0001740491 | Apr 30, 2024 | 846 | $279.3M |
| Windmill Hill Asset Management Ltd | 0001831132 | Apr 22, 2024 | 27 | $279.3M |
| Coyle Financial Counsel LLC | 0001593038 | May 15, 2024 | 74 | $279.6M |
| Hendley & Co. Inc. | 0001084207 | May 2, 2024 | 55 | $279.6M |
| Hilltop Partners LLC | 0001957867 | May 13, 2024 | 99 | $279.8M |
| WT Wealth Management | 0001780507 | Oct 21, 2024 | 112 | $280.1M |
| Shoker Investment Counsel, Inc. | 0001599623 | May 2, 2024 | 100 | $280.1M |
| MorganRosel Wealth Management, LLC | 0001753218 | Apr 18, 2024 | 105 | $280.3M |
| HGC Investment Management Inc. | 0001711200 | May 15, 2024 | 95 | $280.3M |
| HighVista Strategies LLC | 0001335325 | May 15, 2024 | 131 | $280.4M |
| BBJS Financial Advisors, LLC | 0001966040 | May 6, 2024 | 138 | $280.5M |
| Jackson Creek Investment Advisors LLC | 0001831003 | May 10, 2024 | 293 | $280.5M |
| Summit Wealth & Retirement Planning, Inc. | 0001766995 | May 9, 2024 | 63 | $280.5M |
| Neumann Capital Management, LLC | 0001631930 | May 8, 2024 | 98 | $280.5M |
| SoftVest Advisors, LLC | 0001803391 | May 14, 2024 | 3 | $280.5M |
| Detalus Advisors, LLC | 0001799677 | Apr 24, 2024 | 147 | $280.6M |
| CoreCommodity Management, LLC | 0001301743 | May 15, 2024 | 164 | $280.7M |
| McElhenny Sheffield Capital Management, LLC | 0001886813 | Apr 17, 2024 | 95 | $280.9M |
| Websterrogers Financial Advisors, LLC | 0001841757 | May 14, 2024 | 74 | $281.2M |
| Financial Sense Advisors, Inc. | 0001358828 | Apr 19, 2024 | 108 | $281.3M |
| Summit Financial Group, Inc. | 0000811808 | Apr 5, 2024 | 190 | $281.3M |
| Horan Capital Advisors, LLC. | 0001584086 | May 1, 2024 | 114 | $281.3M |
| FSM Wealth Advisors, LLC | 0001942548 | May 14, 2024 | 166 | $281.6M |
| Verum Partners LLC | 0001958984 | Apr 18, 2024 | 156 | $281.6M |
| Trust Co. of Oklahoma | 0001083323 | Apr 19, 2024 | 133 | $281.8M |
| Hi-Line Capital Management, LLC | 0001776074 | Apr 18, 2024 | 39 | $281.8M |
| venBio Partners LLC | 0001776382 | May 15, 2024 | 5 | $281.9M |
| Freedom Day Solutions, LLC | 0001467517 | Apr 24, 2024 | 98 | $282.0M |
| Mirabaud & Cie SA | 0001869685 | Oct 15, 2024 | 58 | $282.2M |
| Aubrey Capital Management Ltd | 0001730754 | Apr 25, 2024 | 65 | $282.2M |
| M3F, Inc. | 0001511291 | May 14, 2024 | 37 | $282.5M |
| Borer Denton & Associates, Inc. | 0001993607 | Apr 25, 2024 | 61 | $282.5M |
| Knott David M Jr | 0001892770 | May 14, 2024 | 106 | $282.8M |
| Thomas J. Herzfeld Advisors, Inc. | 0001509510 | May 13, 2024 | 151 | $282.8M |
| Wishbone Management, LP | 0001777734 | May 15, 2024 | 4 | $282.9M |
| Wells Trecaso Financial Group, LLC | 0001737987 | Apr 24, 2024 | 93 | $283.1M |
| Asset Allocation Strategies LLC | 0001922879 | May 7, 2024 | 78 | $283.1M |
| Hurlow Wealth Management Group, Inc. | 0001747749 | Apr 16, 2024 | 115 | $283.3M |
| Teton Advisors, Inc. | 0001444874 | May 14, 2024 | 225 | $283.8M |
| Atwater Malick LLC | 0001769288 | Apr 16, 2024 | 77 | $283.8M |
| Aft, Forsyth & Sober, LLC | 0001566801 | May 13, 2024 | 81 | $283.9M |
| Hall Laurie J Trustee | 0001388382 | Apr 23, 2024 | 252 | $283.9M |
| Physicians Financial Services, Inc. | 0001665518 | May 10, 2024 | 103 | $284.0M |
| Rothschild Wealth LLC | 0001811345 | May 15, 2024 | 171 | $284.1M |
| AlphaMark Advisors, LLC | 0001348183 | Apr 18, 2024 | 741 | $284.2M |
| Cornerstone Advisors Asset Management, LLC | 0002044324 | Nov 18, 2024 | 103 | $284.3M |
| Strata Wealth Advisors, LLC | 0001946237 | Apr 17, 2024 | 75 | $284.3M |
| Samjo Management, LLC | 0001986590 | May 14, 2024 | 55 | $284.3M |
| Pineridge Advisors LLC | 0002012421 | May 16, 2024 | 609 | $284.3M |
| MBM Wealth Consultants, LLC | 0001762068 | Apr 18, 2024 | 105 | $284.3M |
| MSH Capital Advisors LLC | 0002056306 | Feb 14, 2025 | 214 | $284.6M |
| Jentner Corp | 0001695908 | May 15, 2024 | 52 | $284.7M |
| Midwest Professional Planners, LTD. | 0001730575 | May 9, 2024 | 147 | $285.1M |
| Laurus Global Equity Management Inc. | 0001869316 | Apr 10, 2024 | 40 | $285.2M |
| NovaPoint Capital, LLC | 0001815025 | Apr 16, 2024 | 136 | $285.4M |
| Packer & Co Ltd | 0001664017 | Apr 9, 2024 | 3 | $285.6M |
| Beach Point Capital Management LP | 0001453885 | Apr 24, 2024 | 11 | $285.9M |
| Rockline Wealth Management, LLC | 0002005098 | May 1, 2024 | 93 | $286.1M |
| Financial Security Advisor, Inc. | 0001997602 | Apr 18, 2024 | 112 | $286.1M |
| Aquire Wealth Advisors, LLC | 0001745945 | May 13, 2024 | 46 | $286.1M |
| James J. Burns & Company, LLC | 0001949059 | Apr 23, 2024 | 85 | $286.3M |
| Measured Wealth Private Client Group, LLC | 0001720235 | Apr 18, 2024 | 185 | $286.3M |
| BOCHK Asset Management Ltd | 0002010854 | May 13, 2024 | 60 | $286.3M |
| MYDA Advisors LLC | 0001589689 | May 14, 2024 | 104 | $287.1M |
| Gilliland Jeter Wealth Management LLC | 0002009886 | May 2, 2024 | 633 | $287.1M |
| Sio Capital Management, LLC | 0001482416 | May 15, 2024 | 48 | $287.1M |