| Oliver Lagore Vanvalin Investment Group | 0001907568 | Jul 10, 2025 | 656 | $254.8M |
| Private Wealth Advisors, LLC | 0001787027 | Aug 14, 2025 | 82 | $254.8M |
| Chaney Capital Management, Inc. | 0002012041 | Aug 12, 2025 | 35 | $254.9M |
| Tyro Capital Management LLC | 0001915395 | Aug 8, 2025 | 10 | $254.9M |
| Martin Capital Partners, LLC | 0001731216 | Jul 8, 2025 | 75 | $255.1M |
| Rakuten Securities, Inc. | 0002009539 | Aug 15, 2025 | 842 | $255.1M |
| Maryland Capital Advisors Inc. | 0001891201 | Jul 14, 2025 | 268 | $255.2M |
| BHK Investment Advisors, LLC | 0001710539 | Aug 7, 2025 | 63 | $255.4M |
| Intel Corp | 0000050863 | Aug 12, 2025 | 2 | $255.5M |
| MKA Charitable Fund | 0002010351 | Aug 8, 2025 | 1 | $255.5M |
| Palisades Hudson Asset Management, L.P. | 0001388443 | Aug 12, 2025 | 110 | $255.6M |
| Stonebridge Capital Management Inc. | 0000051812 | Jul 1, 2025 | 86 | $255.7M |
| Tieton Capital Management, LLC | 0001381954 | Aug 12, 2025 | 34 | $255.9M |
| BKM Wealth Management, LLC | 0002007263 | Jul 29, 2025 | 157 | $256.0M |
| Reliant Wealth Planning | 0001823393 | Aug 12, 2025 | 42 | $256.2M |
| Exane Asset Management | 0001666256 | Jul 17, 2025 | 26 | $256.2M |
| Lowe Wealth Advisors, LLC | 0001574010 | Jul 8, 2025 | 365 | $256.2M |
| Brown Financial Advisors | 0002035548 | Aug 15, 2025 | 138 | $256.2M |
| Global Assets Advisory, LLC | 0001942932 | Jul 22, 2025 | 221 | $256.2M |
| Kathleen S. Wright Associates Inc. | 0001908433 | Jul 31, 2025 | 245 | $256.2M |
| Tobam | 0001527488 | Aug 8, 2025 | 253 | $256.2M |
| FSA Wealth Management LLC | 0001804256 | Aug 11, 2025 | 547 | $256.3M |
| Campbell Capital Management Inc. | 0000826794 | Aug 19, 2025 | 50 | $256.4M |
| Washington State Investment Board | 0000943712 | Aug 11, 2025 | 2 | $256.5M |
| Private Client Services, LLC | 0001457005 | Jul 1, 2025 | 197 | $256.7M |
| Saiph Capital, LLC | 0002052658 | Aug 13, 2025 | 65 | $256.8M |
| Wealth Management Associates, Inc. | 0002067339 | Aug 4, 2025 | 219 | $257.0M |
| Independence Financial Advisors, LLC | 0002066080 | Aug 8, 2025 | 51 | $257.1M |
| Monte Financial Group, LLC | 0001755651 | Jul 23, 2025 | 90 | $257.3M |
| INCA Investments LLC | 0001513137 | Jul 29, 2025 | 10 | $257.5M |
| Siligmueller & Norvid Wealth Advisors LLC | 0002052591 | Jul 22, 2025 | 95 | $257.5M |
| Eq LLC | 0001757605 | Aug 11, 2025 | 72 | $257.6M |
| Alteri Wealth LLC | 0002054980 | Aug 11, 2025 | 271 | $257.8M |
| BCR Wealth Strategies, LLC | 0001908380 | Jul 25, 2025 | 27 | $258.3M |
| Bourne Lent Asset Management Inc. | 0001128286 | Jul 8, 2025 | 62 | $258.4M |
| Montgomery Investment Management Inc. | 0001272544 | Jul 18, 2025 | 95 | $258.4M |
| Breakwater Investment Management | 0002025925 | Jul 9, 2025 | 310 | $258.5M |
| Whitefort Capital Management, LP | 0001884931 | Nov 12, 2025 | 17 | $258.5M |
| Uniting Wealth Partners, LLC | 0002056414 | Aug 5, 2025 | 116 | $258.6M |
| Buckhead Capital Management LLC | 0001133999 | Aug 4, 2025 | 128 | $258.6M |
| Anchorage Capital Group, L.L.C. | 0001300714 | Aug 14, 2025 | 6 | $258.7M |
| Alpha Financial Advisors, LLC | 0001972138 | Aug 7, 2025 | 60 | $258.8M |
| Medallion Wealth Advisors, LLC | 0002131139 | Apr 24, 2026 | 1,097 | $258.8M |
| Heritage Oak Wealth Advisors LLC | 0002035533 | Jul 15, 2025 | 73 | $258.9M |
| Weinberger Asset Management, Inc | 0002051705 | Jul 10, 2025 | 81 | $259.0M |
| Highview Capital Management LLC | 0001903786 | Aug 11, 2025 | 106 | $259.1M |
| Gen-Wealth Partners Inc | 0002023375 | Aug 14, 2025 | 642 | $259.1M |
| InvesTrust | 0002050848 | Jul 2, 2025 | 94 | $259.1M |
| Forum Private Client Group LLC | 0001910636 | Aug 12, 2025 | 80 | $259.5M |
| Seneca Financial Advisors LLC | 0002082922 | Aug 27, 2025 | 61 | $259.5M |
| Payne Capital Management, LLC | 0001994332 | Nov 25, 2025 | 77 | $259.5M |
| Glass Jacobson Investment Advisors llc | 0001964394 | Jul 31, 2025 | 566 | $259.5M |
| Lokken Investment Group LLC | 0001842840 | Jul 24, 2025 | 138 | $259.6M |
| Presidio Capital Management, LLC | 0001931750 | Jul 9, 2025 | 67 | $259.8M |
| Kaye Capital Management | 0001111797 | Aug 12, 2025 | 41 | $260.0M |
| Power Wealth Management LLC | 0002001039 | Aug 12, 2025 | 90 | $260.1M |
| 5AM Venture Management, LLC | 0001799883 | Aug 14, 2025 | 29 | $260.1M |
| Thomas Story & Son LLC | 0001505207 | Aug 11, 2025 | 51 | $260.2M |
| Highlander Partners, L.P. | 0001903866 | Aug 6, 2025 | 50 | $260.3M |
| Demars Financial Group, LLC | 0001723115 | Jul 30, 2025 | 85 | $260.4M |
| BIP Alliance, LLC | 0002056367 | Jul 31, 2025 | 49 | $260.4M |
| Planned Solutions, Inc. | 0001831332 | Jul 29, 2025 | 122 | $260.4M |
| Samalin Investment Counsel, LLC | 0001544366 | Aug 7, 2025 | 294 | $260.4M |
| Lincoln Capital Corp. | 0000872359 | Jul 9, 2025 | 89 | $260.4M |
| Eley Financial Management, Inc | 0001965267 | Aug 12, 2025 | 66 | $260.5M |
| ODonnell Financial Services, LLC | 0001730962 | Jul 29, 2025 | 50 | $260.6M |
| Westshore Wealth, LLC | 0001806366 | Jul 9, 2025 | 96 | $260.7M |
| Mma Asset Management LLC | 0001842667 | Aug 5, 2025 | 163 | $260.8M |
| Bank Ozk | 0001569650 | Aug 12, 2025 | 146 | $260.8M |
| Discipline Wealth Solutions, LLC | 0002010507 | Jul 7, 2025 | 92 | $261.1M |
| Lunt Capital Management, Inc. | 0001608034 | Jul 28, 2025 | 90 | $261.2M |
| United Bank | 0001697791 | Jul 29, 2025 | 116 | $261.3M |
| Kanen Wealth Management LLC | 0001681614 | Jul 15, 2025 | 27 | $261.4M |
| Red Lighthouse Investment Management, LLC | 0001962166 | Aug 1, 2025 | 114 | $261.7M |
| Peachtree Investment Partners, LLC | 0001743863 | Aug 12, 2025 | 126 | $262.1M |
| Silver Heights Capital Management Inc | 0001705712 | Aug 14, 2025 | 4 | $262.2M |
| Boothe Investment Group, Inc. | 0001749798 | Jul 31, 2025 | 39 | $262.4M |
| Georgetown University | 0001730469 | Aug 12, 2025 | 17 | $262.4M |
| Orion Capital Management LLC | 0001846758 | Jul 31, 2025 | 460 | $262.5M |
| Cowa, LLC | 0001844480 | Aug 12, 2025 | 131 | $262.6M |
| Hillman Co. | 0001036288 | Jul 22, 2025 | 14 | $262.9M |
| Commonwealth Retirement Investments LLC | 0001963787 | Aug 5, 2025 | 110 | $263.0M |
| Tiller Private Wealth, Inc. | 0001663649 | Jul 17, 2025 | 60 | $263.1M |
| Stelac Advisory Services LLC | 0001519676 | Aug 12, 2025 | 104 | $263.1M |
| Sharper & Granite LLC | 0001959415 | Jul 31, 2025 | 106 | $263.2M |
| Retirement Guys Formula LLC | 0001933059 | Jul 15, 2025 | 145 | $263.3M |
| StrongBox Wealth, LLC | 0001812155 | Jul 9, 2025 | 85 | $263.5M |
| Theory Financial LLC | 0001899158 | Aug 11, 2025 | 84 | $263.6M |
| Sensible Money, LLC | 0001965229 | Aug 5, 2025 | 87 | $263.8M |
| Benson Investment Management Company, Inc. | 0001694896 | Jul 24, 2025 | 52 | $263.9M |
| Doma Perpetual Capital Management LLC | 0001962221 | Aug 12, 2025 | 10 | $264.0M |
| Monaco Asset Management SAM | 0001803593 | Aug 7, 2025 | 76 | $264.0M |
| Dynamo Internacional Gestao DE Recursos Ltda. | 0001546790 | Aug 14, 2025 | 5 | $264.1M |
| Investment Partners, LTD. | 0001050068 | Aug 8, 2025 | 158 | $264.2M |
| Palo Alto Wealth Advisors, LLC | 0001964382 | Aug 14, 2025 | 55 | $264.3M |
| Agur Provident & Training Funds Management Ltd. | 0001670627 | Aug 12, 2025 | 22 | $264.5M |
| Spider Management Company, LLC | 0001791621 | Aug 8, 2025 | 2 | $264.5M |
| Access Financial Services, Inc. | 0001699622 | Jul 18, 2025 | 98 | $264.6M |
| Periscope Capital Inc. | 0001695320 | Aug 14, 2025 | 220 | $264.6M |
| DLK Investment Management, LLC | 0002016793 | Jul 9, 2025 | 90 | $264.6M |