| Parisi Gray Wealth Management | 0001716659 | Oct 7, 2024 | 109 | $302.9M |
| Fiduciary Family Office, LLC | 0002020280 | Oct 30, 2024 | 201 | $303.0M |
| Arohi Asset Management PTE Ltd. | 0002043756 | Nov 14, 2024 | 5 | $303.1M |
| Precedent Wealth Partners, LLC | 0002008666 | Oct 17, 2024 | 142 | $303.2M |
| MorganRosel Wealth Management, LLC | 0001753218 | Oct 10, 2024 | 101 | $303.3M |
| Biechele Royce Advisors | 0001730808 | Oct 29, 2024 | 55 | $303.4M |
| D.B. Root & Company, LLC | 0001731717 | Oct 31, 2024 | 179 | $303.4M |
| Channel Wealth LLC | 0001975550 | Oct 31, 2024 | 164 | $303.6M |
| Fosun International Ltd | 0001447884 | Nov 14, 2024 | 52 | $303.7M |
| Brooklyn Investment Group | 0001795705 | Nov 13, 2024 | 1,039 | $303.9M |
| Wells Trecaso Financial Group, LLC | 0001737987 | Oct 25, 2024 | 92 | $304.0M |
| Aft, Forsyth & Sober, LLC | 0001566801 | Nov 14, 2024 | 79 | $304.1M |
| Zega Financial, LLC | 0001610186 | Nov 14, 2024 | 108 | $304.3M |
| Modus Advisors, LLC | 0001799284 | Oct 9, 2024 | 112 | $304.4M |
| Global Wealth Strategies & Associates | 0001912297 | Oct 1, 2024 | 373 | $304.4M |
| American Assets Inc. | 0000885118 | Nov 5, 2024 | 18 | $304.5M |
| Weil Company, Inc. | 0001318011 | Nov 4, 2024 | 142 | $304.8M |
| Sovereign Investment Advisors, LLC | 0001908165 | Nov 12, 2024 | 34 | $304.9M |
| McElhenny Sheffield Capital Management, LLC | 0001886813 | Oct 21, 2024 | 101 | $304.9M |
| Heritage Wealth Management, Inc. | 0001944755 | Oct 31, 2024 | 229 | $305.0M |
| First American Financial Corp | 0001472787 | Nov 12, 2024 | 3 | $305.2M |
| Northcape Wealth Management, LLC | 0001902806 | Nov 6, 2024 | 130 | $305.3M |
| LPWM LLC | 0001801101 | Oct 7, 2024 | 77 | $305.4M |
| Cardinal Strategic Wealth Guidance | 0001801989 | Oct 29, 2024 | 60 | $305.5M |
| Prostatis Group LLC | 0001649186 | Mar 21, 2025 | 130 | $305.6M |
| Point72 Italy, S.r.l. | 0002006887 | Nov 14, 2024 | 32 | $305.7M |
| Stolper Co | 0001808195 | Oct 9, 2024 | 89 | $305.7M |
| Legacy CG, LLC | 0001904825 | Oct 30, 2024 | 52 | $305.8M |
| Elevatus Welath Management | 0001982776 | Nov 14, 2024 | 101 | $305.9M |
| PYA Waltman Capital, LLC | 0001800135 | Nov 15, 2024 | 73 | $306.0M |
| Truefg, LLC | 0001766067 | Oct 18, 2024 | 52 | $306.0M |
| Bay Harbor Wealth Management, LLC | 0001767989 | Oct 24, 2024 | 164 | $306.1M |
| Indigo Partners LLC | 0001846122 | Nov 14, 2024 | 2 | $306.3M |
| Harbor Advisory Corp. | 0001100710 | Oct 21, 2024 | 90 | $306.4M |
| Fernwood Investment Management, LLC | 0001570296 | Oct 29, 2024 | 189 | $306.8M |
| RFP Financial Group LLC | 0001956564 | Oct 21, 2024 | 107 | $307.0M |
| Wakefield Asset Management LLLP | 0001600435 | Nov 5, 2024 | 142 | $307.5M |
| Oak Thistle LLC | 0001755987 | Nov 12, 2024 | 384 | $307.6M |
| Shilanski & Associates, Inc. | 0001722084 | Nov 12, 2024 | 102 | $307.7M |
| Paragon Advisors, LLC | 0001799719 | Nov 6, 2024 | 77 | $307.8M |
| FTV Management Company, L.P. | 0002021589 | Nov 14, 2024 | 1 | $307.9M |
| AllGen Financial Advisors, Inc. | 0001964809 | Oct 24, 2024 | 40 | $308.1M |
| Trust Co. of Oklahoma | 0001083323 | Oct 15, 2024 | 125 | $308.2M |
| Long Path Partners LP | 0001905112 | Nov 12, 2024 | 10 | $308.3M |
| BCGM Wealth Management, LLC | 0001830467 | Nov 6, 2024 | 154 | $308.3M |
| Gibbs Wealth Management | 0002081110 | Nov 4, 2025 | 259 | $308.5M |
| West Wealth Group, LLC | 0001923591 | Oct 23, 2024 | 84 | $308.6M |
| Chapin Davis, Inc. | 0000872098 | Oct 7, 2024 | 232 | $308.7M |
| CM Wealth Advisors LLC | 0001764581 | Nov 12, 2024 | 84 | $308.7M |
| Neo Ivy Capital Management | 0001727783 | Nov 18, 2024 | 264 | $308.8M |
| Rinkey Investments | 0001730774 | Nov 13, 2024 | 81 | $309.0M |
| Regimen Wealth, LLC | 0001963863 | Nov 14, 2024 | 65 | $309.1M |
| Roberts Wealth Advisors, LLC | 0001885319 | Oct 15, 2024 | 95 | $309.1M |
| Operose Advisors LLC | 0001909750 | Nov 13, 2024 | 610 | $309.2M |
| Wick Capital Partners, LLC | 0001904388 | Nov 14, 2024 | 80 | $309.3M |
| Cloverfields Capital Group, LP | 0001819581 | Nov 14, 2024 | 92 | $309.4M |
| Gilliland Jeter Wealth Management LLC | 0002009886 | Oct 21, 2024 | 665 | $309.5M |
| Drake & Associates, LLC | 0001935795 | Oct 16, 2024 | 88 | $309.7M |
| RPg Family Wealth Advisory, LLC | 0001569884 | Nov 13, 2024 | 77 | $309.7M |
| Oak Hill Capital Management, LLC | 0001537607 | Oct 23, 2024 | 1 | $309.9M |
| Stone Summit Wealth LLC | 0001908192 | Oct 31, 2024 | 141 | $309.9M |
| KG Capital Management | 0001771687 | Oct 29, 2024 | 189 | $310.0M |
| Enterprise Bank & Trust Co | 0001770710 | Oct 8, 2024 | 129 | $310.4M |
| Total Clarity Wealth Management, Inc. | 0001804909 | Oct 21, 2024 | 258 | $310.7M |
| Atwater Malick LLC | 0001769288 | Oct 10, 2024 | 76 | $310.7M |
| PARUS FINANCE (UK) Ltd | 0001611519 | Nov 14, 2024 | 32 | $310.9M |
| Strata Wealth Advisors, LLC | 0001946237 | Nov 13, 2024 | 73 | $311.0M |
| Athos Capital Ltd | 0001681662 | Nov 14, 2024 | 40 | $311.1M |
| Family Capital Trust Co | 0001123320 | Oct 29, 2024 | 61 | $311.2M |
| Atticus Wealth Management, LLC | 0001800234 | Oct 15, 2024 | 521 | $311.4M |
| Wittenberg Investment Management, Inc. | 0001697790 | Nov 13, 2024 | 80 | $311.5M |
| TrueMark Investments, LLC | 0001974457 | Oct 16, 2024 | 239 | $311.6M |
| Core Wealth Advisors, Inc. | 0001770532 | Nov 13, 2024 | 58 | $311.8M |
| Garden State Investment Advisory Services LLC | 0001965351 | Dec 10, 2024 | 231 | $311.9M |
| Mayport, LLC | 0001922875 | Oct 16, 2024 | 80 | $312.0M |
| First International Bank & Trust | 0001910370 | Oct 4, 2024 | 74 | $312.0M |
| Proquility Private Wealth Partners, LLC | 0001844911 | Oct 15, 2024 | 87 | $312.2M |
| Vista Investment Partners LLC | 0002023386 | Oct 16, 2024 | 153 | $312.4M |
| L1 Capital International Pty Ltd | 0002009023 | Nov 14, 2024 | 19 | $312.6M |
| Harvest Investment Services, LLC | 0001591097 | Nov 14, 2024 | 223 | $312.8M |
| WT Wealth Management | 0001780507 | Oct 21, 2024 | 129 | $312.9M |
| Peterson Wealth Services | 0001906799 | Nov 7, 2024 | 218 | $313.1M |
| Summit Wealth & Retirement Planning, Inc. | 0001766995 | Nov 1, 2024 | 68 | $313.3M |
| LongView Wealth Management | 0001990190 | Oct 9, 2024 | 194 | $313.3M |
| Centurion Wealth Management LLC | 0001951368 | Nov 7, 2024 | 217 | $313.4M |
| Quaker Capital Investments, LLC | 0001633648 | Nov 13, 2024 | 15 | $313.4M |
| Hudson Capital Management LLC | 0001727342 | Oct 9, 2024 | 66 | $313.7M |
| Tetragon Partners GP Ltd | 0001515070 | Nov 14, 2024 | 22 | $313.8M |
| SWS Partners | 0001731731 | Oct 15, 2024 | 116 | $313.9M |
| Strategic Financial Concepts, LLC | 0001870686 | Nov 12, 2024 | 244 | $314.0M |
| Valueworks LLC | 0001282189 | Nov 14, 2024 | 34 | $314.1M |
| Steph & Co. | 0000941519 | Oct 15, 2024 | 294 | $314.2M |
| Clean Yield Group | 0001525865 | Oct 7, 2024 | 473 | $314.6M |
| Weaver Consulting Group | 0001780055 | Nov 14, 2024 | 223 | $314.7M |
| C Partners Holding GmbH | 0001634083 | Nov 14, 2024 | 12 | $315.1M |
| Caligan Partners LP | 0001727492 | Nov 14, 2024 | 12 | $315.5M |
| Prosperity Planning, Inc. | 0001843292 | Oct 7, 2024 | 104 | $315.6M |
| Hall Laurie J Trustee | 0001388382 | Oct 8, 2024 | 262 | $315.6M |
| DecisionPoint Financial, LLC | 0001938514 | Oct 29, 2024 | 241 | $315.9M |
| PCJ Investment Counsel Ltd. | 0001426318 | Nov 8, 2024 | 70 | $315.9M |