| Wittenberg Investment Management, Inc. | 0001697790 | Feb 13, 2025 | 74 | $254.7M |
| Situational Awareness | 0002045724 | Feb 12, 2025 | 6 | $254.8M |
| Baker Tilly Wealth Management, LLC | 0001840565 | Jan 10, 2025 | 237 | $255.0M |
| Centennial Wealth Advisory LLC | 0001839421 | Jan 27, 2025 | 141 | $255.0M |
| Pinnacle Financial Group, LLC / IL | 0001905962 | Feb 18, 2025 | 84 | $255.3M |
| Leisure Capital Management | 0001631507 | Jan 24, 2025 | 141 | $255.3M |
| Saturn V Capital Management LP | 0001964437 | Feb 14, 2025 | 24 | $255.4M |
| von Borstel & Associates, Inc. | 0002041065 | Feb 11, 2025 | 38 | $255.4M |
| UG Investment Advisers Ltd. | 0001697814 | Jan 23, 2025 | 9 | $255.5M |
| Campbell Capital Management Inc. | 0000826794 | Feb 10, 2025 | 90 | $255.5M |
| Oak Family Advisors, LLC | 0001846161 | Jan 24, 2025 | 114 | $255.6M |
| RWQ Financial Management Services, Inc. | 0001846544 | Feb 11, 2025 | 23 | $255.6M |
| Socorro Asset Management LP | 0001781882 | Feb 14, 2025 | 32 | $255.6M |
| Team Hewins, LLC | 0001964760 | Jul 8, 2025 | 38 | $255.7M |
| Cape Investment Advisory, Inc. | 0001944437 | Feb 5, 2025 | 1,140 | $255.7M |
| Rooted Wealth Advisors, Inc. | 0001963732 | Jan 30, 2025 | 93 | $255.7M |
| Core Wealth Management, Inc. | 0001965150 | Jan 23, 2025 | 29 | $255.9M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0001327944 | Jan 22, 2025 | 132 | $256.1M |
| Schiavi & Co LLC | 0001840014 | Feb 13, 2025 | 39 | $256.2M |
| Moseley Investment Management Inc. | 0000906396 | Jan 14, 2025 | 149 | $256.2M |
| Watershed Private Wealth LLC | 0001965271 | Jan 22, 2025 | 112 | $256.4M |
| Stelac Advisory Services LLC | 0001519676 | Feb 10, 2025 | 108 | $256.5M |
| Windward Private Wealth Management Inc. | 0001835866 | Jan 30, 2025 | 46 | $256.5M |
| Compass Capital Corp. /Ma/ | 0000749763 | Feb 3, 2025 | 201 | $256.5M |
| Eley Financial Management, Inc | 0001965267 | Feb 13, 2025 | 68 | $256.7M |
| LFL Advisers, LLC | 0001694127 | Feb 13, 2025 | 9 | $256.7M |
| DHJJ Financial Advisors, Ltd. | 0001844716 | Jan 30, 2025 | 899 | $256.7M |
| All Terrain Financial Advisors, LLC | 0001731358 | Feb 14, 2025 | 84 | $256.9M |
| Lunt Capital Management, Inc. | 0001608034 | Jan 24, 2025 | 82 | $256.9M |
| United Community Bank | 0002000314 | Feb 7, 2025 | 405 | $256.9M |
| Bear Mountain Capital, Inc. | 0002009419 | Feb 3, 2025 | 176 | $256.9M |
| RFP Financial Group LLC | 0001956564 | Jan 28, 2025 | 116 | $257.2M |
| Libra Wealth LLC | 0001925385 | Jan 22, 2025 | 53 | $257.2M |
| Arlington Partners LLC | 0001389848 | Jan 29, 2025 | 58 | $257.6M |
| My Legacy Advisors, LLC | 0001767802 | Jan 16, 2025 | 197 | $257.6M |
| Skyline Advisors, Inc. | 0001843832 | Feb 27, 2025 | 94 | $257.7M |
| Kercheville Advisors, LLC | 0001890748 | Jan 27, 2025 | 94 | $257.7M |
| True Wealth Design, LLC | 0001966033 | Feb 14, 2025 | 1,350 | $257.7M |
| Select Asset Management & Trust | 0001600636 | Feb 13, 2025 | 72 | $258.0M |
| Merck & Co., Inc. | 0000310158 | Feb 14, 2025 | 13 | $258.0M |
| Fortem Financial Group, LLC | 0001766509 | Jan 6, 2025 | 176 | $258.1M |
| May Hill Capital, LLC | 0002056340 | Feb 12, 2025 | 164 | $258.3M |
| Denver PWM, LLC | 0001657980 | Feb 4, 2025 | 231 | $258.4M |
| Allred Capital Management, LLC | 0001765885 | Feb 13, 2025 | 174 | $258.4M |
| Cherrydale Wealth Management, LLC | 0001907327 | Jan 15, 2025 | 73 | $258.5M |
| Silverlake Wealth Management LLC | 0001966026 | Jan 27, 2025 | 266 | $258.5M |
| 325 Capital LLC | 0001873893 | Feb 14, 2025 | 12 | $258.7M |
| Greenhaven Road Investment Management, L.P. | 0001741129 | Feb 13, 2025 | 16 | $258.7M |
| Richmond Hill Investments, LLC | 0001455952 | Feb 14, 2025 | 4 | $258.8M |
| NWK Group, Inc. | 0001803054 | Feb 13, 2025 | 72 | $258.8M |
| Meritech Capital Associates V L.L.C. | 0001613048 | Feb 14, 2025 | 2 | $258.8M |
| Vance Wealth, LLC | 0001910854 | Feb 14, 2025 | 101 | $259.0M |
| Advyzon Investment Management, LLC | 0002011872 | Feb 3, 2025 | 231 | $259.2M |
| Newton One Investments LLC | 0001842787 | Jan 27, 2025 | 122 | $259.4M |
| Raleigh Capital Management Inc. | 0001911726 | Jan 17, 2025 | 1,021 | $259.5M |
| ECP ControlCo, LLC | 0001707921 | Feb 14, 2025 | 4 | $259.6M |
| Eaton Financial Holdings Company, LLC | 0001972322 | Feb 10, 2025 | 63 | $259.7M |
| Hixon Zuercher, LLC | 0001806752 | Jan 23, 2025 | 79 | $259.9M |
| Client 1ST Advisory Group, LLC | 0001802816 | Jan 16, 2025 | 130 | $259.9M |
| MTM Investment Management, LLC | 0001831416 | Jan 29, 2025 | 266 | $259.9M |
| Jackson, Grant Investment Advisers, Inc. | 0001650300 | Jan 27, 2025 | 396 | $259.9M |
| Gpi Capital, L.P. | 0001836021 | Feb 13, 2025 | 4 | $260.1M |
| 44 Wealth Management LLC | 0001831187 | Feb 3, 2025 | 186 | $260.1M |
| Lombard Odier Asset Management (USA) Corp | 0001491719 | Feb 14, 2025 | 210 | $260.2M |
| Highview Capital Management LLC | 0001903786 | Feb 18, 2025 | 119 | $260.4M |
| Aurdan Capital Management, LLC | 0002057382 | Feb 21, 2025 | 80 | $260.5M |
| Brown Miller Wealth Management, LLC | 0001840084 | Feb 10, 2025 | 120 | $260.8M |
| Affinity Partners GP LP | 0002059583 | Mar 7, 2025 | 1 | $260.9M |
| Shaker Financial Services, LLC | 0001511794 | Feb 13, 2025 | 176 | $261.0M |
| Rede Wealth, LLC | 0001842054 | Jan 28, 2025 | 102 | $261.0M |
| Tidemark, LLC | 0002009591 | Feb 10, 2025 | 618 | $261.0M |
| Juniper Capital Advisors, L.P. | 0002011609 | Feb 17, 2026 | 1 | $261.0M |
| Santori & Peters, Inc. | 0001730959 | Jan 28, 2025 | 66 | $261.1M |
| Investor's Fiduciary Advisor Network, LLC | 0002044901 | Feb 14, 2025 | 199 | $261.2M |
| Keystone Financial Services | 0001865158 | Jan 31, 2025 | 102 | $261.2M |
| Seven Post Investment Office LP | 0001554308 | Jan 16, 2025 | 33 | $261.2M |
| Private Wealth Management Group, LLC | 0002011342 | Jan 27, 2025 | 1,509 | $261.2M |
| Veery Capital, LLC | 0001844375 | Jan 15, 2025 | 91 | $261.3M |
| Agur Provident & Training Funds Management Ltd. | 0001670627 | Feb 12, 2025 | 20 | $261.4M |
| Colton Groome Financial Advisors, LLC | 0001780330 | Jan 23, 2025 | 119 | $261.6M |
| Hoxton Planning & Management, LLC | 0001954782 | Sep 8, 2025 | 207 | $261.7M |
| Cornerstone Planning, LLC | 0001802105 | Apr 1, 2025 | 112 | $261.8M |
| Northeast Financial Group, Inc. | 0001965773 | Jan 23, 2025 | 81 | $261.8M |
| Daventry Group, LP | 0001823718 | Feb 14, 2025 | 9 | $261.9M |
| Ovata Capital Management Ltd | 0001724517 | Feb 13, 2025 | 33 | $261.9M |
| Adirondack Trust Co. | 0001054257 | Jan 17, 2025 | 483 | $261.9M |
| Aster Capital Management (DIFC) Ltd | 0002040915 | Feb 13, 2025 | 1,076 | $261.9M |
| Canopy Partners, LLC | 0001960860 | Feb 13, 2025 | 213 | $262.0M |
| Vision Capital Corp | 0001764403 | Feb 13, 2025 | 13 | $262.1M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0001894543 | Feb 6, 2025 | 56 | $262.1M |
| Bishop & Co Investment Management, LLC | 0001603276 | Feb 11, 2025 | 25 | $262.2M |
| Bourne Lent Asset Management Inc. | 0001128286 | Jan 17, 2025 | 61 | $262.3M |
| Oldfather Financial Services, LLC | 0001775530 | Jan 16, 2025 | 78 | $262.5M |
| Bayberry Capital Partners LP | 0001771524 | Feb 14, 2025 | 16 | $262.5M |
| Empower Annuity Insurance Co | 0001444597 | Feb 5, 2025 | 1 | $262.5M |
| Coalescence Partners Investment Management, LP | 0001759662 | Feb 7, 2025 | 15 | $262.5M |
| Enzi Wealth | 0001887441 | Jan 23, 2025 | 69 | $262.6M |
| RBA Wealth Management, LLC | 0001776296 | Jan 24, 2025 | 89 | $262.7M |
| Bandera Partners LLC | 0001399386 | Feb 12, 2025 | 18 | $262.7M |
| Whetstone Capital Advisors, LLC | 0001607278 | Feb 13, 2025 | 28 | $262.7M |