| Sterling Financial Planning, Inc. | 0001844278 | Feb 3, 2025 | 108 | $271.8M |
| Defender Capital, LLC. | 0001766929 | Jan 23, 2025 | 39 | $272.0M |
| IronBridge Private Wealth, LLC | 0001850996 | Feb 13, 2025 | 51 | $272.4M |
| Grandview Asset Management LLC | 0001766791 | Jan 13, 2025 | 116 | $272.4M |
| Robertson Opportunity Capital, LLC | 0001352122 | Feb 14, 2025 | 28 | $272.5M |
| Sequent Planning LLC | 0002009724 | Feb 11, 2025 | 141 | $272.5M |
| Blue Investment Partners LLC | 0001958029 | Feb 13, 2025 | 52 | $272.5M |
| WealthBridge Investment Counsel Inc. | 0001799425 | Jan 15, 2025 | 46 | $272.5M |
| Cypress Financial Planning LLC | 0001937021 | Jan 14, 2025 | 79 | $272.5M |
| Level Financial Advisors | 0001871734 | Jan 22, 2025 | 79 | $272.5M |
| Cassady Schiller Wealth Management, LLC | 0001904425 | Feb 10, 2025 | 1,143 | $272.6M |
| Olympus Peak Asset Management LP | 0001841359 | Feb 3, 2025 | 1 | $272.9M |
| All-Stars Investment Ltd | 0001633603 | Jan 17, 2025 | 3 | $273.1M |
| Seaside Wealth Management, Inc. | 0001929977 | Jan 15, 2025 | 60 | $273.2M |
| First Citizens Asset Management, Inc. | 0001964116 | Apr 28, 2026 | 25 | $273.3M |
| TigerOak Management, L.L.C. | 0002052586 | Jan 30, 2025 | 106 | $273.4M |
| Mindset Wealth Management, LLC | 0002044232 | Feb 11, 2025 | 136 | $273.6M |
| Townsend Asset Management Corp. /NC/ | 0000709089 | Feb 6, 2025 | 185 | $273.7M |
| Wilshire Advisors LLC | 0001616628 | Feb 14, 2025 | 11 | $273.8M |
| Blueshift Asset Management, LLC | 0001727827 | Feb 11, 2025 | 355 | $273.9M |
| Moerus Capital Management LLC | 0001742647 | Feb 13, 2025 | 16 | $274.0M |
| Quantedge Capital Pte Ltd | 0001561418 | Feb 14, 2025 | 132 | $274.0M |
| Schulhoff & Co. Inc. | 0001080197 | Feb 5, 2025 | 128 | $274.0M |
| Mathes Company, Inc. | 0001389223 | Jan 31, 2025 | 124 | $274.0M |
| Liberty Square Wealth Partners LLC | 0002057655 | Feb 24, 2025 | 154 | $274.1M |
| LCNB Corp. | 0001074902 | Feb 11, 2025 | 179 | $274.3M |
| Silphium Asset Management Ltd | 0001758440 | Feb 6, 2025 | 51 | $274.4M |
| SS&H Financial Advisors, Inc. | 0001911735 | Jan 14, 2025 | 122 | $274.5M |
| Richard W. Paul & Associates, LLC | 0001964203 | Feb 5, 2025 | 513 | $274.5M |
| Olympus Wealth Management, LLC | 0001995674 | Jan 17, 2025 | 17 | $274.7M |
| Veracity Capital LLC | 0001811005 | Jan 17, 2025 | 223 | $274.8M |
| FWL Investment Management, LLC | 0001829231 | Feb 14, 2025 | 309 | $274.8M |
| Comprehensive Financial Consultants Institutional, Inc. | 0001915714 | Jan 24, 2025 | 166 | $274.8M |
| Evelyn Partners Investment Management (Europe) Ltd | 0002065055 | Dec 11, 2025 | 189 | $274.9M |
| Hayek Kallen Investment Management | 0001430681 | Feb 14, 2025 | 91 | $275.1M |
| Prudent Man Advisors, LLC | 0001817174 | Feb 5, 2025 | 169 | $275.3M |
| Taylor Hoffman Capital Management LLC | 0002042493 | Feb 18, 2025 | 113 | $275.3M |
| First United Bank & Trust | 0001214183 | Jan 16, 2025 | 377 | $275.3M |
| Congress Park Capital LLC | 0001730945 | Jan 15, 2025 | 110 | $275.4M |
| Interchange Capital Partners, LLC | 0001845998 | Feb 11, 2025 | 247 | $275.5M |
| Anfield Capital Management, LLC | 0001602020 | Feb 5, 2025 | 435 | $275.6M |
| TAM Capital Management Inc. | 0001594591 | Feb 14, 2025 | 7 | $275.7M |
| Jeppson Wealth Management, LLC | 0001831263 | Jan 22, 2025 | 199 | $275.7M |
| Uptick Partners, LLC | 0002005353 | Jan 24, 2025 | 171 | $275.9M |
| Anchor Capital Management Group Inc | 0000894119 | Feb 13, 2025 | 18 | $276.1M |
| Stiles Financial Services Inc | 0001904832 | Jan 28, 2025 | 183 | $276.3M |
| Kooman & Associates | 0001961850 | Feb 4, 2025 | 48 | $276.4M |
| SAM Advisors, LLC | 0001600944 | Feb 3, 2025 | 39 | $276.5M |
| Knott David M Jr | 0001892770 | Feb 12, 2025 | 89 | $276.5M |
| Cedar Wealth Management, LLC | 0001665642 | Feb 11, 2025 | 193 | $276.6M |
| Equita Financial Network, Inc. | 0001994461 | Jan 23, 2025 | 80 | $276.6M |
| 360 Financial, Inc. | 0001802324 | Feb 14, 2025 | 82 | $276.6M |
| Berkshire Capital Holdings Inc. | 0001133742 | Feb 11, 2025 | 96 | $276.7M |
| Westwood Wealth Management | 0001861125 | Feb 13, 2025 | 48 | $276.8M |
| Triad Wealth Partners, LLC | 0002012717 | Feb 6, 2025 | 173 | $276.9M |
| Beirne Wealth Consulting Services, LLC | 0001697303 | Jan 31, 2025 | 98 | $277.3M |
| Kelly Financial Services LLC | 0002023336 | Jan 16, 2025 | 114 | $277.3M |
| Bouvel Investment Partners, LLC | 0001839122 | Jan 15, 2025 | 78 | $277.5M |
| Clayton Financial Group LLC | 0002011212 | Jan 27, 2025 | 121 | $277.6M |
| Henry James International Management Inc. | 0001750423 | Feb 5, 2025 | 98 | $277.7M |
| Rovin Capital /Ut/ | 0001059057 | Jan 14, 2025 | 162 | $277.7M |
| TFG Advisers LLC | 0001806473 | Jan 28, 2025 | 207 | $277.9M |
| Alfreton Capital LLP | 0001873435 | Feb 10, 2025 | 5 | $278.2M |
| Forge First Asset Management Inc. | 0001963062 | Feb 10, 2025 | 39 | $278.5M |
| Selkirk Management LLC | 0001565432 | Feb 14, 2025 | 16 | $278.5M |
| Capital Advisory Group Advisory Services, LLC | 0001803229 | Feb 3, 2025 | 173 | $278.6M |
| Wealth High Governance Capital Ltda | 0002028828 | Apr 7, 2025 | 45 | $278.8M |
| Gill Capital Partners, LLC | 0000729563 | Jan 15, 2025 | 135 | $278.9M |
| Meteora Capital, LLC | 0001905106 | Feb 14, 2025 | 143 | $278.9M |
| Corbyn Investment Management Inc. | 0000919538 | Feb 12, 2025 | 67 | $279.0M |
| Millstreet Capital Management LLC | 0001590729 | Feb 14, 2025 | 3 | $279.0M |
| Beach Point Capital Management LP | 0001453885 | Jan 30, 2025 | 8 | $279.1M |
| BOS Asset Management, LLC | 0001965814 | Feb 13, 2025 | 160 | $279.2M |
| Long Walk Management LP | 0001869470 | Feb 10, 2025 | 11 | $279.3M |
| Compass Advisory Group LLC | 0001720292 | Jan 24, 2025 | 73 | $279.3M |
| Sicart Associates LLC | 0001696494 | Jan 15, 2025 | 69 | $279.6M |
| Unio Capital LLC | 0001730565 | Feb 14, 2025 | 27 | $279.6M |
| Two Point Capital Management, Inc. | 0001962382 | Jan 29, 2025 | 26 | $279.7M |
| Stoneridge Investment Partners LLC | 0001108831 | Jan 28, 2025 | 135 | $279.8M |
| Alaethes Wealth, LLC | 0001859677 | Feb 14, 2025 | 107 | $279.9M |
| Olde Wealth Management, LLC | 0001840760 | Feb 11, 2025 | 115 | $279.9M |
| Fortitude Family Office, LLC | 0001950506 | Jan 10, 2025 | 1,297 | $280.0M |
| CLG LLC | 0002059872 | Apr 11, 2025 | 117 | $280.1M |
| Life Line Wealth Management LLC | 0002035872 | Mar 25, 2025 | 25 | $280.3M |
| VSM Wealth Advisory, LLC | 0002050660 | Feb 11, 2025 | 474 | $280.3M |
| Leeward Financial Partners, LLC | 0001735201 | Feb 13, 2025 | 92 | $280.4M |
| Astoria Portfolio Advisors LLC. | 0001931642 | Jan 15, 2025 | 217 | $280.5M |
| Keeler Thomas Management LLC | 0001730660 | Feb 4, 2025 | 67 | $280.6M |
| Thomas H Lee Partners LP | 0001260945 | Feb 6, 2025 | 1 | $280.7M |
| Bcwm, LLC | 0001542165 | Feb 12, 2025 | 59 | $280.7M |
| Alta Fox Capital Management, LLC | 0001858353 | Feb 14, 2025 | 13 | $280.7M |
| SMART Wealth LLC | 0002044723 | Jan 28, 2025 | 146 | $281.0M |
| Impact Capital Partners LLC | 0002054916 | Feb 10, 2025 | 250 | $281.0M |
| Kelly Financial Group LLC | 0001128066 | Feb 6, 2025 | 78 | $281.2M |
| Clarus Group, Inc. | 0001844568 | Jan 29, 2025 | 102 | $281.2M |
| Wealth Effects LLC | 0001907254 | Jan 22, 2025 | 212 | $281.5M |
| Oxbow Capital Management (HK) Ltd | 0001713269 | Feb 14, 2025 | 9 | $281.8M |
| Capital Today Evergreen Fund, L.P. | 0001625502 | Jan 31, 2025 | 3 | $281.8M |
| Aisling Capital Management LP | 0001766721 | Feb 12, 2025 | 15 | $281.8M |
| Mount Capital Ltd | 0001896379 | Feb 13, 2025 | 17 | $281.9M |