| Zullo Investment Group, Inc. | 0001909760 | May 1, 2025 | 146 | $233.2M |
| Wealth Management Associates, Inc. | 0002067339 | May 28, 2025 | 212 | $233.4M |
| Sensible Money, LLC | 0001965229 | May 13, 2025 | 83 | $233.4M |
| Adaptive Financial Consulting, LLC | 0001804717 | May 5, 2025 | 20 | $233.5M |
| Agate Pass Investment Management, LLC | 0001900409 | Apr 4, 2025 | 107 | $233.8M |
| Planning Directions Inc. | 0000821103 | Apr 30, 2025 | 117 | $233.9M |
| 1248 Management, LLC | 0002011147 | Jun 9, 2025 | 167 | $234.0M |
| Tobam | 0001527488 | Apr 16, 2025 | 251 | $234.0M |
| American Financial Group Inc. | 0001042046 | May 8, 2025 | 61 | $234.0M |
| Cowa, LLC | 0001844480 | May 13, 2025 | 125 | $234.1M |
| ONE Advisory Partners, LLC | 0001819695 | Apr 14, 2025 | 48 | $234.1M |
| Breakwater Investment Management | 0002025925 | Apr 17, 2025 | 315 | $234.2M |
| Hutner Capital Management Inc. | 0000944733 | May 13, 2025 | 48 | $234.3M |
| Hassell Wealth Management, LLC | 0001965270 | Apr 16, 2025 | 25 | $234.3M |
| Beacon Bridge Wealth Partners, LLC | 0001965468 | May 7, 2025 | 85 | $234.4M |
| Sittner & Nelson, LLC | 0001846138 | May 13, 2025 | 499 | $234.4M |
| Payne Capital Management, LLC | 0001994332 | Nov 25, 2025 | 71 | $234.6M |
| Seneca House Advisors | 0001731359 | Apr 11, 2025 | 86 | $234.6M |
| Pabrai Investments (Dalal Street) | 0001549575 | May 14, 2025 | 4 | $234.8M |
| Income Research & Management | 0001165830 | Apr 22, 2025 | 27 | $234.8M |
| Alta Advisers Ltd | 0001536114 | Apr 25, 2025 | 229 | $234.9M |
| Texas Capital Bancshares Inc | 0001077428 | May 14, 2025 | 77 | $234.9M |
| Regents Gate Capital LLP | 0002020935 | Apr 30, 2025 | 41 | $234.9M |
| WMG Financial Advisors, LLC | 0001906711 | May 6, 2025 | 170 | $235.1M |
| Purus Wealth Management, LLC | 0001844250 | May 14, 2025 | 119 | $235.1M |
| Lowe Wealth Advisors, LLC | 0001574010 | Apr 8, 2025 | 372 | $235.4M |
| Olympus Peak Asset Management LP | 0001841359 | May 15, 2025 | 1 | $235.5M |
| G&S Capital LLC | 0001731448 | Apr 25, 2025 | 124 | $235.5M |
| Cambridge Financial Group, LLC | 0002085256 | Sep 9, 2025 | 136 | $235.6M |
| FSA Wealth Management LLC | 0001804256 | May 15, 2025 | 510 | $235.6M |
| Murphy Pohlad Asset Management LLC | 0001569148 | Apr 17, 2025 | 121 | $235.7M |
| Demars Financial Group, LLC | 0001723115 | Apr 18, 2025 | 72 | $235.7M |
| Flagship Pioneering, LLC | 0001400240 | May 15, 2025 | 4 | $235.8M |
| WealthCare Investment Partners, LLC | 0001908462 | Apr 22, 2025 | 148 | $235.8M |
| Talos Eurisko Asset Management LP | 0002041062 | May 12, 2025 | 16 | $235.9M |
| Samjo Management, LLC | 0001986590 | May 14, 2025 | 57 | $235.9M |
| Mad River Investors | 0001384484 | Apr 22, 2025 | 24 | $236.0M |
| Texas Bank & Trust Co | 0002056556 | May 15, 2025 | 176 | $236.3M |
| BWM Planning, LLC | 0002039698 | May 14, 2025 | 77 | $236.3M |
| Deepwater Asset Management, LLC | 0001964171 | May 13, 2025 | 21 | $236.3M |
| Westshore Wealth, LLC | 0001806366 | May 15, 2025 | 94 | $236.4M |
| Siligmueller & Norvid Wealth Advisors LLC | 0002052591 | Apr 21, 2025 | 92 | $236.4M |
| Stableford Capital II LLC | 0001842089 | Apr 21, 2025 | 113 | $236.4M |
| Annis Gardner Whiting Capital Advisors, LLC | 0001998414 | May 9, 2025 | 737 | $236.5M |
| BIP Alliance, LLC | 0002056367 | May 2, 2025 | 49 | $236.5M |
| KKM Financial LLC | 0002001943 | May 15, 2025 | 148 | $236.5M |
| BHK Investment Advisors, LLC | 0001710539 | May 1, 2025 | 62 | $236.5M |
| Gold Investment Management Ltd. | 0002006008 | Apr 24, 2025 | 216 | $236.7M |
| Maestria Partners LLC | 0002000390 | May 6, 2025 | 14 | $236.7M |
| William Marsh Rice University | 0001674705 | Apr 15, 2025 | 3 | $236.9M |
| Wela Strategies, Inc. | 0001644329 | Apr 14, 2025 | 52 | $236.9M |
| Rivermont Capital Management LP | 0001965613 | May 16, 2025 | 18 | $237.0M |
| Theory Financial LLC | 0001899158 | May 2, 2025 | 81 | $237.1M |
| Biltmore Wealth Management, LLC | 0001598102 | Apr 17, 2025 | 58 | $237.1M |
| Lokken Investment Group LLC | 0001842840 | May 2, 2025 | 132 | $237.1M |
| I.G.Y. Ltd | 0001811472 | May 15, 2025 | 3 | $237.2M |
| TTP Investments, Inc. | 0001682576 | Apr 21, 2025 | 37 | $237.2M |
| Stone Run Capital, LLC | 0001512746 | May 14, 2025 | 66 | $237.3M |
| Orion Capital Management LLC | 0001846758 | May 14, 2025 | 473 | $237.4M |
| Mma Asset Management LLC | 0001842667 | May 8, 2025 | 132 | $237.4M |
| Flagship Wealth Advisors, LLC | 0002036117 | May 12, 2025 | 383 | $237.6M |
| Thomist Capital Management, LP | 0001767809 | May 14, 2025 | 33 | $237.7M |
| Myriad Asset Management US LP | 0001857187 | Apr 10, 2025 | 22 | $237.7M |
| Penobscot Wealth Management | 0001875768 | Apr 28, 2025 | 91 | $237.8M |
| Peak Planning Group, LLC | 0002097384 | Jun 24, 2026 | 122 | $237.8M |
| Strategic Equity Management | 0001843578 | Apr 15, 2025 | 59 | $237.9M |
| Jessup Wealth Management, Inc | 0001963536 | Apr 30, 2025 | 73 | $237.9M |
| Wealth Effects LLC | 0001907254 | Apr 23, 2025 | 198 | $238.1M |
| Private Wealth Advisors, LLC | 0001787027 | May 12, 2025 | 81 | $238.1M |
| Invenio Wealth Partners LLC | 0001989341 | May 13, 2025 | 91 | $238.2M |
| Harmony Asset Management LLC | 0002002815 | May 1, 2025 | 161 | $238.3M |
| Morris Financial Concepts, Inc. | 0001387386 | Apr 29, 2025 | 198 | $238.3M |
| VCI Wealth Management LLC | 0002009388 | May 6, 2025 | 102 | $238.4M |
| Nishkama Capital, LLC | 0001633799 | May 14, 2025 | 30 | $238.5M |
| DLK Investment Management, LLC | 0002016793 | Apr 23, 2025 | 87 | $238.9M |
| Painted Porch Advisors LLC | 0002024585 | Jul 14, 2025 | 530 | $238.9M |
| Birnam Oak Advisors, LP | 0001997245 | May 14, 2025 | 21 | $238.9M |
| Capasso Planning Partners LLC | 0001911938 | Apr 24, 2025 | 99 | $238.9M |
| Highview Capital Management LLC | 0001903786 | Apr 30, 2025 | 105 | $238.9M |
| Kerrisdale Advisers, LLC | 0001569688 | May 15, 2025 | 81 | $239.0M |
| American Assets Capital Advisers, LLC | 0001626691 | May 8, 2025 | 40 | $239.0M |
| Omnia Family Wealth, LLC | 0001696136 | Apr 23, 2025 | 91 | $239.1M |
| First Sabrepoint Capital Management LP | 0001731530 | May 15, 2025 | 27 | $239.1M |
| American Trust Investment Advisors, LLC | 0001291424 | May 15, 2025 | 101 | $239.1M |
| Peloton Wealth Strategists | 0001080132 | May 16, 2025 | 92 | $239.2M |
| Horrell Capital Management, Inc. | 0001385925 | May 12, 2025 | 178 | $239.2M |
| Members Advisory Group LLC | 0001908587 | May 5, 2025 | 32 | $239.3M |
| First Dallas Securities Inc. | 0001378559 | May 16, 2025 | 112 | $239.3M |
| Investment Research & Advisory Group, Inc. | 0001802136 | Apr 21, 2025 | 250 | $239.4M |
| JCIC Asset Management Inc. | 0001492040 | Apr 23, 2025 | 164 | $239.4M |
| Consilio Wealth Advisors, LLC | 0001908944 | Apr 11, 2025 | 72 | $239.4M |
| Synergy Investment Management, LLC | 0002053786 | Apr 30, 2025 | 598 | $239.5M |
| Gen-Wealth Partners Inc | 0002023375 | May 13, 2025 | 622 | $239.5M |
| WIM INVESTMENT MANAGEMENT Ltd | 0002042565 | May 8, 2025 | 15 | $239.7M |
| Brand Asset Management Group, Inc. | 0001748766 | Apr 10, 2025 | 89 | $239.7M |
| HTG Investment Advisors, Inc. | 0001963875 | May 2, 2025 | 68 | $239.7M |
| Morgan Dempsey Capital Management LLC | 0001050463 | May 12, 2025 | 110 | $239.8M |
| Presidio Capital Management, LLC | 0001931750 | Apr 8, 2025 | 69 | $239.8M |
| Greenberg Financial Group | 0000946626 | Apr 16, 2026 | 109 | $239.8M |
| StrongBox Wealth, LLC | 0001812155 | May 13, 2025 | 88 | $239.9M |