| Greenfield Seitz Capital Management, LLC | 0002097528 | Nov 24, 2025 | 102 | $262.8M |
| Arq Wealth Advisors, LLC | 0001811827 | Feb 19, 2025 | 100 | $262.9M |
| Seafarer Capital Partners, LLC | 0001697721 | Feb 3, 2025 | 7 | $263.0M |
| Cabot-Wellington, LLC | 0001353198 | Jan 28, 2025 | 4 | $263.1M |
| Transatlantique Private Wealth LLC | 0001935000 | May 13, 2025 | 200 | $263.2M |
| Trinity Financial Advisors LLC | 0001809574 | Jan 10, 2025 | 86 | $263.3M |
| Gainplan LLC | 0001697857 | Jan 14, 2025 | 52 | $263.3M |
| Vista Investment Management | 0001740140 | Feb 14, 2025 | 177 | $263.5M |
| Horan Securities, Inc. | 0001671623 | Feb 7, 2025 | 129 | $263.6M |
| Gray Wealth Management Inc. | 0001958397 | Feb 10, 2025 | 132 | $263.6M |
| Global Trust Asset Management, LLC | 0001729672 | Jan 17, 2025 | 526 | $263.7M |
| Accel Wealth Management | 0001838226 | Jan 21, 2025 | 251 | $263.7M |
| jvl associates llc | 0001915765 | Jan 3, 2025 | 55 | $263.9M |
| Retirement Capital Strategies | 0001672681 | Feb 7, 2025 | 77 | $264.0M |
| Aubrey Capital Management Ltd | 0001730754 | Jan 29, 2025 | 51 | $264.0M |
| Omega Financial Group, LLC | 0001767982 | Jan 15, 2025 | 80 | $264.3M |
| Silver Coast Investments LLC | 0002012033 | Feb 6, 2025 | 101 | $264.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0001697375 | Jan 30, 2025 | 385 | $264.4M |
| Atlas Wealth LLC | 0001964106 | Feb 11, 2025 | 95 | $264.4M |
| Robinswood Financial LLC | 0002139748 | Jul 15, 2026 | 350 | $264.5M |
| MKA Charitable Fund | 0002010351 | Feb 14, 2025 | 1 | $264.7M |
| Pineridge Advisors LLC | 0002012421 | Jan 29, 2025 | 633 | $264.7M |
| Radcliff Management LLC | 0001911132 | Feb 14, 2025 | 1 | $264.7M |
| Carmel Capital Management L.L.C. | 0001878547 | Jan 21, 2025 | 26 | $264.7M |
| Gator Capital Management, LLC | 0001570284 | Feb 13, 2025 | 69 | $264.7M |
| Left Brain Wealth Management, LLC | 0001957370 | Feb 10, 2025 | 93 | $264.7M |
| Royal Harbor Partners, LLC | 0001801876 | Feb 7, 2025 | 44 | $264.9M |
| Kelleher Financial Advisors | 0001507971 | Jan 17, 2025 | 113 | $264.9M |
| Pinnacle Holdings, LLC | 0001411784 | Feb 13, 2025 | 238 | $264.9M |
| Pegasus Asset Management, Inc. | 0001729049 | Feb 3, 2025 | 66 | $265.2M |
| Samjo Management, LLC | 0001986590 | Feb 13, 2025 | 54 | $265.2M |
| Rivermont Capital Management LP | 0001965613 | Feb 14, 2025 | 19 | $265.5M |
| Proathlete Wealth Management LLC | 0002012065 | Jan 22, 2025 | 60 | $265.6M |
| AIGH Capital Management LLC | 0001835943 | Feb 12, 2025 | 36 | $265.7M |
| Somerset Trust Co | 0001597099 | Jan 15, 2025 | 156 | $265.7M |
| Providence First Trust Co | 0001713735 | Feb 5, 2025 | 204 | $265.8M |
| Tranquility Partners, LLC | 0001783773 | Jan 29, 2025 | 204 | $265.9M |
| Claris Advisors, LLC / Mo / | 0001905092 | Feb 7, 2025 | 71 | $265.9M |
| Hobbs Group Advisors, LLC | 0002012280 | Feb 12, 2025 | 145 | $266.0M |
| Camarda Financial Advisors, LLC | 0001536444 | Feb 14, 2025 | 96 | $266.2M |
| Financial Life Advisors | 0001730813 | Jan 28, 2025 | 46 | $266.2M |
| Ewa, LLC | 0001835252 | Feb 14, 2025 | 161 | $266.3M |
| BHK Investment Advisors, LLC | 0001710539 | Feb 4, 2025 | 59 | $266.4M |
| Ameliora Wealth Management Ltd. | 0001910168 | Jan 28, 2025 | 238 | $266.5M |
| Mercuria Capital Strategies, LLC | 0002048079 | Feb 10, 2025 | 12 | $266.6M |
| Global Financial Private Client, LLC | 0002023568 | Jan 14, 2025 | 1,661 | $266.7M |
| Lynx1 Capital Management LP | 0001910456 | Feb 14, 2025 | 18 | $266.7M |
| Capital Management Associates, Inc | 0002008851 | Jan 28, 2025 | 104 | $266.8M |
| Peachtree Investment Partners, LLC | 0001743863 | Feb 13, 2025 | 114 | $266.9M |
| Yeomans Consulting Group, Inc. | 0002014739 | Jan 17, 2025 | 97 | $267.0M |
| Fi3 FINANCIAL ADVISORS, LLC | 0001862427 | Feb 11, 2025 | 123 | $267.0M |
| First Sabrepoint Capital Management LP | 0001731530 | Feb 14, 2025 | 32 | $267.1M |
| Point Windward Advisors Inc. | 0001356202 | Jan 15, 2025 | 99 | $267.2M |
| Patient Square Capital LP | 0001819257 | Feb 14, 2025 | 20 | $267.4M |
| Corundum Group, Inc. | 0001486083 | Jan 16, 2025 | 100 | $267.8M |
| Palumbo Wealth Management LLC | 0001846310 | Jan 30, 2025 | 175 | $267.8M |
| Intergy Private Wealth, LLC | 0001911342 | Jan 23, 2025 | 92 | $268.0M |
| Summit Securities Group LLC | 0001531593 | Feb 12, 2025 | 476 | $268.0M |
| Honeycomb Asset Management LP | 0001675688 | Feb 14, 2025 | 19 | $268.1M |
| APEIRON CAPITAL Ltd | 0001843111 | Jan 7, 2025 | 13 | $268.3M |
| Juncture Wealth Strategies, LLC | 0001632866 | Jan 21, 2025 | 130 | $268.4M |
| Hartree Partners, LP | 0001597857 | Feb 12, 2025 | 58 | $268.4M |
| Seven Springs Wealth Group, LLC | 0001803898 | Feb 14, 2025 | 77 | $268.6M |
| Bell & Brown Wealth Advisors, LLC | 0001725362 | May 7, 2025 | 71 | $268.7M |
| Hudson Value Partners, LLC | 0001840501 | Feb 3, 2025 | 92 | $268.7M |
| Kanen Wealth Management LLC | 0001681614 | Jan 16, 2025 | 25 | $268.7M |
| Walled Lake Planning & Wealth Management, LLC | 0001812177 | Feb 12, 2025 | 131 | $268.7M |
| HighVista Strategies LLC | 0001335325 | Feb 14, 2025 | 137 | $268.8M |
| Sterling Financial Group, Inc. | 0001991301 | Jan 15, 2025 | 65 | $268.8M |
| Delta Financial Advisors LLC | 0001790295 | Feb 4, 2025 | 109 | $269.0M |
| Reston Wealth Management LLC | 0001767617 | Jan 23, 2025 | 50 | $269.0M |
| Quaker Capital Investments, LLC | 0001633648 | Feb 13, 2025 | 14 | $269.1M |
| Northern Right Capital Management, L.P. | 0001346543 | Feb 14, 2025 | 23 | $269.2M |
| Pure Portfolios Holdings LLC | 0002041678 | Jan 31, 2025 | 104 | $269.2M |
| Howard Bailey Securities, LLC | 0002043986 | Jan 29, 2025 | 165 | $269.3M |
| Financial Insights, Inc. | 0001642058 | Mar 5, 2025 | 110 | $269.4M |
| Hillman Capital Management, Inc. | 0001314620 | Feb 14, 2025 | 54 | $269.6M |
| Main Street Group, LTD | 0001965796 | Feb 14, 2025 | 807 | $269.6M |
| Aragon Global Management, LP | 0001991518 | Feb 14, 2025 | 19 | $269.6M |
| Sara-Bay Financial | 0001816444 | Jan 15, 2025 | 84 | $269.8M |
| Argent Advisors, Inc. | 0001426851 | Feb 10, 2025 | 136 | $269.8M |
| Granite Bay Wealth Management, LLC | 0001911472 | Jan 13, 2025 | 73 | $269.9M |
| Birmingham Capital Management Co. Inc. | 0000918504 | Mar 4, 2025 | 110 | $269.9M |
| Sage Financial Management Group, Inc. | 0001762086 | Jan 23, 2025 | 54 | $270.0M |
| Ferguson Shapiro LLC | 0001767433 | Jan 23, 2025 | 69 | $270.0M |
| Fosse Capital Partners LLP | 0001789908 | Feb 12, 2025 | 3 | $270.2M |
| Alta Fundamental Advisers LLC | 0001641604 | Feb 14, 2025 | 18 | $270.3M |
| Sawyer & Company, Inc | 0001722436 | Jan 14, 2025 | 174 | $270.3M |
| Oak Asset Management, LLC | 0001726375 | Jan 14, 2025 | 102 | $270.4M |
| Continental General Insurance Co. | 0000024046 | Feb 13, 2025 | 5 | $270.6M |
| Union Heritage Capital, LLC | 0001862428 | Apr 3, 2025 | 59 | $270.7M |
| Sterling Wealth Management, Inc. | 0002011149 | Feb 14, 2025 | 108 | $270.8M |
| PCG Wealth Advisors, LLC | 0001905393 | Jan 21, 2025 | 126 | $270.8M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0001510870 | Feb 6, 2025 | 134 | $270.9M |
| Wealth Management Resources, Inc. | 0001063516 | Jan 21, 2025 | 31 | $271.0M |
| Atlanta Consulting Group Advisors, LLC | 0002019038 | May 16, 2025 | 129 | $271.1M |
| Emergence GP Partners, LLC | 0001589115 | Feb 13, 2025 | 4 | $271.1M |
| Peregrine Asset Advisers, Inc. | 0001535227 | Feb 3, 2025 | 167 | $271.4M |
| Viola Ventures V.C. Management 4 Ltd. | 0001965208 | Feb 12, 2025 | 4 | $271.4M |
| Ceeto Capital Group, LLC | 0001722439 | Feb 13, 2025 | 178 | $271.7M |