| Henrickson Nauta Wealth Advisors, Inc. | 0001903859 | Jan 14, 2025 | 82 | $246.1M |
| Goepper Burkhardt LLC | 0001844142 | Feb 12, 2025 | 82 | $246.2M |
| Brand Asset Management Group, Inc. | 0001748766 | Jan 15, 2025 | 89 | $246.3M |
| Vigilare Wealth Management | 0001730889 | Jan 13, 2025 | 90 | $246.3M |
| Selective Wealth Management, Inc. | 0001755670 | Jan 15, 2025 | 105 | $246.3M |
| Geneva Partners, LLC | 0001712671 | Jan 27, 2025 | 71 | $246.3M |
| FSA Wealth Management LLC | 0001804256 | Feb 14, 2025 | 569 | $246.4M |
| Independent Wealth Network Inc. | 0001891240 | Jan 17, 2025 | 236 | $246.5M |
| Beacon Wealthcare LLC | 0001849336 | Jan 3, 2025 | 25 | $246.5M |
| JCIC Asset Management Inc. | 0001492040 | Jan 13, 2025 | 134 | $246.7M |
| Old West Investment Management, LLC | 0001549358 | Feb 13, 2025 | 55 | $246.8M |
| Lynch Asset Management, Inc. | 0001906719 | Jan 24, 2025 | 42 | $246.9M |
| Westshore Wealth, LLC | 0001806366 | May 28, 2025 | 93 | $246.9M |
| McMill Wealth Management | 0002056447 | Feb 18, 2025 | 44 | $247.0M |
| Landmark Investment Partners, L.P. | 0002023551 | Feb 14, 2025 | 18 | $247.4M |
| Letson Investment Management, Inc. | 0002078069 | Aug 14, 2025 | 91 | $247.4M |
| Encompass Wealth Advisors, LLC | 0001849614 | Jan 28, 2025 | 99 | $247.7M |
| Zullo Investment Group, Inc. | 0001909760 | Feb 3, 2025 | 148 | $247.7M |
| Luminvest Wealth Management LLC | 0002036517 | Jan 29, 2025 | 32 | $247.7M |
| Robinson Capital Management, LLC | 0001599795 | Jan 31, 2025 | 110 | $247.7M |
| Carnegie Lake Advisors LLC | 0002043591 | Jan 29, 2025 | 163 | $247.8M |
| Elmwood Wealth Management, Inc. | 0001731927 | Jan 13, 2025 | 128 | $247.8M |
| Next Level Private LLC | 0001910366 | Jan 22, 2025 | 132 | $247.9M |
| Eagle Capital Management, LLC | 0001600746 | Jan 17, 2025 | 40 | $247.9M |
| Peloton Wealth Strategists | 0001080132 | Feb 5, 2025 | 92 | $247.9M |
| Artia Global Partners LP | 0001937964 | Feb 14, 2025 | 33 | $248.0M |
| Carmel Capital Partners, LLC | 0001900481 | Feb 6, 2025 | 145 | $248.0M |
| Hassell Wealth Management, LLC | 0001965270 | Jan 31, 2025 | 26 | $248.1M |
| Christopher J. Hasenberg, Inc | 0001989869 | Jan 14, 2025 | 189 | $248.1M |
| Fusion Capital, LLC | 0001802955 | Feb 5, 2025 | 83 | $248.1M |
| Pine Harbor Wealth Management, LLC | 0002016051 | Feb 13, 2025 | 99 | $248.4M |
| Morgan Dempsey Capital Management LLC | 0001050463 | Feb 5, 2025 | 104 | $248.5M |
| Texas Capital Bancshares Inc | 0001077428 | Feb 13, 2025 | 76 | $248.5M |
| Tieton Capital Management, LLC | 0001381954 | Feb 11, 2025 | 40 | $248.7M |
| Bare Financial Services, Inc | 0002009426 | Feb 10, 2025 | 145 | $248.7M |
| Signature Wealth Management Group | 0001736666 | Feb 10, 2025 | 106 | $248.7M |
| Brown Financial Advisors | 0002035548 | Feb 4, 2025 | 125 | $249.0M |
| Valor Management LLC | 0001846237 | Feb 14, 2025 | 4 | $249.2M |
| Arvin Capital Management LP | 0001961738 | Feb 14, 2025 | 27 | $249.2M |
| FSB Premier Wealth Management, Inc. | 0000887748 | Feb 12, 2025 | 208 | $249.4M |
| Stonehearth Capital Management, LLC | 0001550191 | Jan 7, 2025 | 79 | $249.4M |
| Stevens Capital Management LP | 0001134813 | Feb 11, 2025 | 320 | $249.6M |
| Barometer Capital Management Inc. | 0001536890 | Feb 13, 2025 | 133 | $249.7M |
| MADDEN SECURITIES Corp | 0001803566 | Jan 29, 2025 | 110 | $249.9M |
| Beaconlight Capital, LLC | 0001569537 | Feb 14, 2025 | 28 | $250.1M |
| Palogic Value Management, L.P. | 0001532943 | Mar 12, 2025 | 160 | $250.2M |
| Capasso Planning Partners LLC | 0001911938 | Feb 10, 2025 | 100 | $250.2M |
| Pension & Wealth Management Advisors, Inc. | 0002145782 | Aug 7, 2026 | 474 | $250.4M |
| Ararat Capital Management LP | 0001768757 | Feb 14, 2025 | 16 | $250.5M |
| Cumberland Advisors Inc. | 0001255435 | Jan 8, 2025 | 49 | $250.6M |
| Orion Investment Co | 0002033920 | Feb 13, 2025 | 65 | $250.7M |
| Swmg, LLC | 0001839255 | Jan 23, 2025 | 115 | $250.8M |
| Lazari Capital Management, Inc. | 0001986389 | Jan 24, 2025 | 153 | $250.9M |
| CGC Financial Services, LLC | 0001992785 | Jan 24, 2025 | 345 | $251.0M |
| Kenora Financial, LLC | 0001990080 | Jan 23, 2025 | 153 | $251.1M |
| Roth Financial Partners LLC | 0001840888 | Jan 14, 2025 | 32 | $251.2M |
| Heathbridge Capital Management Ltd. | 0001503269 | Jan 30, 2025 | 29 | $251.3M |
| Addison Capital Co | 0001581465 | Feb 10, 2025 | 136 | $251.3M |
| Pinion Investment Advisors, LLC | 0001738738 | Feb 6, 2025 | 155 | $251.3M |
| Seneca House Advisors | 0001731359 | Jan 21, 2025 | 90 | $251.6M |
| DORVAL Corp | 0001999144 | Jan 30, 2025 | 34 | $251.6M |
| Your Advocates Ltd., LLP | 0001774437 | Feb 4, 2025 | 209 | $251.6M |
| Legacy Wealth Management, LLC / MS | 0002047443 | Jan 6, 2025 | 88 | $251.7M |
| Excalibur Management Corp. | 0001009003 | Feb 12, 2025 | 166 | $251.7M |
| Manske Wealth Management | 0002095143 | Nov 12, 2025 | 168 | $251.8M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0002079571 | Aug 28, 2025 | 180 | $251.8M |
| Regents Gate Capital LLP | 0002020935 | Jan 29, 2025 | 51 | $252.0M |
| Bennett Selby Investments LP | 0001840740 | Jan 21, 2025 | 74 | $252.1M |
| Yakira Capital Management, Inc. | 0001584639 | Feb 13, 2025 | 234 | $252.2M |
| Metropolitan Life Insurance Co | 0000728618 | Feb 13, 2025 | 10 | $252.3M |
| Harmony Asset Management LLC | 0002002815 | Feb 18, 2025 | 158 | $252.3M |
| Ghe, LLC | 0001910179 | Mar 3, 2025 | 56 | $252.3M |
| Maestria Partners LLC | 0002000390 | Feb 11, 2025 | 14 | $252.3M |
| Wildcat Capital Management, LLC | 0001582384 | Jan 29, 2025 | 8 | $252.7M |
| Purus Wealth Management, LLC | 0001844250 | Jan 16, 2025 | 123 | $252.7M |
| Red Lighthouse Investment Management, LLC | 0001962166 | Feb 7, 2025 | 111 | $252.8M |
| Straight Path Wealth Management | 0001902506 | Feb 6, 2025 | 96 | $252.8M |
| Sophron Capital Management L.P. | 0002027142 | Feb 14, 2025 | 38 | $253.0M |
| Sculati Wealth Management, LLC | 0001803397 | Feb 26, 2025 | 107 | $253.0M |
| Stableford Capital II LLC | 0001842089 | Jan 24, 2025 | 125 | $253.0M |
| Impact Asset Management GmbH | 0002068799 | May 30, 2025 | 70 | $253.1M |
| Sachetta, LLC | 0002010574 | Jan 21, 2025 | 1,192 | $253.4M |
| Pabrai Investments (Dalal Street) | 0001549575 | Feb 13, 2025 | 3 | $253.4M |
| Juniper Investment Company, LLC | 0001794034 | Feb 14, 2025 | 11 | $253.5M |
| David Kennon Inc | 0001954126 | Jan 23, 2025 | 36 | $253.5M |
| Susquehanna Capital Management, LLC | 0001879628 | Feb 14, 2025 | 1 | $253.7M |
| Orchard Capital Management, LLC | 0001858319 | Feb 14, 2025 | 57 | $253.7M |
| Joseph Group Capital Management | 0001910383 | Feb 12, 2025 | 86 | $253.8M |
| Argyle Capital Management, LLC | 0001321194 | Feb 5, 2025 | 127 | $253.8M |
| Rakuten Securities, Inc. | 0002009539 | Feb 10, 2025 | 760 | $253.9M |
| Duncan Williams Asset Management, LLC | 0002011771 | Jan 21, 2025 | 146 | $254.0M |
| Montgomery Investment Management Inc. | 0001272544 | Jan 27, 2025 | 89 | $254.0M |
| BlackBarn Capital Partners LP | 0002010204 | Feb 14, 2025 | 15 | $254.1M |
| Castle Wealth Management LLC | 0001936420 | Jan 29, 2025 | 118 | $254.1M |
| Wind River Trust Co | 0001657703 | Feb 7, 2025 | 9 | $254.3M |
| Whelan Financial | 0001894921 | Feb 14, 2025 | 59 | $254.3M |
| Selway Asset Management | 0001080523 | Feb 13, 2025 | 77 | $254.5M |
| Stone Run Capital, LLC | 0001512746 | Feb 14, 2025 | 68 | $254.5M |
| Sandy Cove Advisors, LLC | 0001908217 | Jan 15, 2025 | 125 | $254.6M |
| Malaga Cove Capital, LLC | 0001603001 | Feb 14, 2025 | 194 | $254.7M |