| Arq Wealth Advisors, LLC | 0001811827 | Aug 18, 2025 | 102 | $291.3M |
| Vectors Research Management, LLC | 0001750557 | Jul 29, 2025 | 119 | $291.8M |
| Pegasus Asset Management, Inc. | 0001729049 | Jul 25, 2025 | 72 | $291.8M |
| TigerOak Management, L.L.C. | 0002052586 | Jul 16, 2025 | 115 | $291.8M |
| Diana Davis Spencer Foundation | 0001633391 | Aug 8, 2025 | 4 | $291.9M |
| TFG Advisers LLC | 0001806473 | Jul 21, 2025 | 208 | $291.9M |
| Select Asset Management & Trust | 0001600636 | Aug 14, 2025 | 78 | $291.9M |
| Northern Right Capital Management, L.P. | 0001346543 | Aug 15, 2025 | 24 | $292.1M |
| Financial Life Advisors | 0001730813 | Jul 23, 2025 | 48 | $292.3M |
| United Community Bank | 0002000314 | Jul 31, 2025 | 503 | $292.3M |
| Milestones Administradora de Recursos Ltda. | 0001912095 | Jul 25, 2025 | 19 | $292.4M |
| Fusion Capital, LLC | 0001802955 | Aug 8, 2025 | 92 | $292.5M |
| Hobbs Group Advisors, LLC | 0002012280 | Jul 25, 2025 | 148 | $292.5M |
| Taylor Hoffman Capital Management LLC | 0002042493 | Jul 9, 2025 | 119 | $292.6M |
| PCJ Investment Counsel Ltd. | 0001426318 | Aug 7, 2025 | 65 | $292.8M |
| Wealth Management Resources, Inc. | 0001063516 | Jul 24, 2025 | 32 | $292.9M |
| Intergy Private Wealth, LLC | 0001911342 | Jul 23, 2025 | 101 | $293.1M |
| Arch Capital Group LTD. | 0000947484 | Aug 5, 2025 | 4 | $293.3M |
| Sea Cliff Partners Management, LP | 0002011655 | Aug 14, 2025 | 15 | $293.3M |
| Acima Private Wealth, LLC | 0001761961 | Jul 24, 2025 | 180 | $293.4M |
| Sterling Wealth Management, Inc. | 0002011149 | Aug 14, 2025 | 110 | $293.5M |
| Aurdan Capital Management, LLC | 0002057382 | Aug 5, 2025 | 88 | $293.5M |
| First American Financial Corp | 0001472787 | Aug 11, 2025 | 3 | $293.6M |
| XY Planning Network, Inc. | 0001873438 | Jul 17, 2025 | 173 | $293.7M |
| Central Valley Advisors, LLC | 0002010698 | Jul 9, 2025 | 133 | $293.7M |
| Sivia Capital Partners, LLC | 0002012032 | Sep 24, 2025 | 433 | $293.9M |
| Keystone Financial Services | 0001865158 | Aug 7, 2025 | 116 | $294.0M |
| B&I Capital AG | 0001843527 | Aug 13, 2025 | 31 | $294.0M |
| Hayek Kallen Investment Management | 0001430681 | Aug 15, 2025 | 94 | $294.0M |
| Goodman Advisory Group, LLC | 0001864123 | Aug 18, 2025 | 146 | $294.3M |
| Ashoka WhiteOak Capital Pte Ltd | 0002031708 | Jul 16, 2025 | 16 | $294.4M |
| Whitegate Investment Counselors, Inc. | 0001667102 | Aug 8, 2025 | 68 | $294.5M |
| Defender Capital, LLC. | 0001766929 | Jul 25, 2025 | 39 | $294.5M |
| Straight Path Wealth Management | 0001902506 | Jul 29, 2025 | 117 | $294.5M |
| Long Path Partners LP | 0001905112 | Aug 13, 2025 | 6 | $294.6M |
| Schiavi & Co LLC | 0001840014 | Aug 11, 2025 | 40 | $294.8M |
| Centerpoint Advisors, LLC | 0001733788 | Aug 1, 2025 | 415 | $294.9M |
| Colton Groome Financial Advisors, LLC | 0001780330 | Jul 16, 2025 | 135 | $295.1M |
| Pure Portfolios Holdings LLC | 0002041678 | Jul 23, 2025 | 102 | $295.2M |
| Cedar Wealth Management, LLC | 0001665642 | Aug 8, 2025 | 230 | $295.3M |
| Hamel Associates, Inc. | 0001599760 | Aug 13, 2025 | 81 | $295.3M |
| LOM Asset Management Ltd | 0002077907 | Nov 19, 2025 | 252 | $295.5M |
| Bouvel Investment Partners, LLC | 0001839122 | Jul 11, 2025 | 73 | $295.6M |
| Altrafin AG | 0002110313 | Feb 17, 2026 | 50 | $295.7M |
| Virtus Investment Advisers, LLC | 0000019481 | Aug 13, 2025 | 439 | $295.8M |
| One Fin Capital Management LP | 0001753875 | Aug 14, 2025 | 18 | $295.8M |
| Kooman & Associates | 0001961850 | Jul 16, 2025 | 50 | $295.9M |
| CGC Financial Services, LLC | 0001992785 | Jul 28, 2025 | 331 | $296.1M |
| Promethos Capital, LLC | 0001908619 | Aug 14, 2025 | 42 | $296.2M |
| Bare Financial Services, Inc | 0002009426 | Aug 13, 2025 | 1,206 | $296.5M |
| Vance Wealth, LLC | 0001910854 | Aug 13, 2025 | 118 | $296.5M |
| Carmel Capital Management L.L.C. | 0001878547 | Aug 5, 2025 | 25 | $296.5M |
| Ferguson Shapiro LLC | 0001767433 | Aug 1, 2025 | 72 | $296.6M |
| Investment Management Associates Inc. | 0000052024 | Aug 4, 2025 | 26 | $296.7M |
| Aft, Forsyth & Sober, LLC | 0001566801 | Aug 14, 2025 | 62 | $296.8M |
| Wambolt & Associates, LLC | 0001755723 | Aug 13, 2025 | 171 | $297.3M |
| Swmg, LLC | 0001839255 | Jul 29, 2025 | 122 | $297.4M |
| Farringdon Capital, Ltd. | 0001750980 | Aug 14, 2025 | 421 | $297.5M |
| Westwood Wealth Management | 0001861125 | Aug 5, 2025 | 48 | $297.6M |
| Olympus Wealth Management, LLC | 0001995674 | Jul 17, 2025 | 21 | $297.7M |
| Corbyn Investment Management Inc. | 0000919538 | Aug 8, 2025 | 63 | $297.7M |
| MTM Investment Management, LLC | 0001831416 | Aug 8, 2025 | 731 | $297.7M |
| Joseph Group Capital Management | 0001910383 | Aug 7, 2025 | 104 | $297.8M |
| Sawyer & Company, Inc | 0001722436 | Jul 24, 2026 | 202 | $297.9M |
| Sterling Financial Group, Inc. | 0001991301 | Jul 10, 2025 | 71 | $297.9M |
| All-Stars Investment Ltd | 0001633603 | Aug 6, 2025 | 3 | $297.9M |
| MADDEN SECURITIES Corp | 0001803566 | Jul 23, 2025 | 107 | $298.1M |
| Mudita Advisors LLP | 0001907809 | Aug 14, 2025 | 19 | $298.1M |
| Pension & Wealth Management Advisors, Inc. | 0002145782 | Aug 7, 2026 | 500 | $298.4M |
| Snow Phipps Group, LLC | 0001698661 | Jul 9, 2025 | 2 | $298.5M |
| Quaker Wealth Management, LLC | 0001733472 | Aug 4, 2025 | 868 | $298.6M |
| Nicollet Investment Management, Inc. | 0001729048 | Aug 7, 2025 | 73 | $298.6M |
| AIMZ Investment Advisors, LLC | 0001630365 | Aug 12, 2025 | 130 | $298.7M |
| Pinnacle Financial Group, LLC / IL | 0001905962 | Aug 11, 2025 | 101 | $298.7M |
| ARCH Venture Management, LLC | 0001274403 | Aug 14, 2025 | 11 | $299.1M |
| SS&H Financial Advisors, Inc. | 0001911735 | Aug 5, 2025 | 123 | $299.3M |
| Sterling Financial Planning, Inc. | 0001844278 | Jul 28, 2025 | 116 | $299.3M |
| ONE Advisory Partners, LLC | 0001819695 | Jul 25, 2025 | 61 | $299.5M |
| Socorro Asset Management LP | 0001781882 | Aug 14, 2025 | 33 | $299.6M |
| Visualize Group LP | 0001994625 | Aug 14, 2025 | 11 | $299.6M |
| Accel Wealth Management | 0001838226 | Jul 22, 2025 | 269 | $299.6M |
| PL Capital Advisors, LLC | 0001569147 | Aug 5, 2025 | 25 | $299.7M |
| Investment Advisory Services Inc. /TX | 0000925953 | Jul 17, 2025 | 131 | $299.8M |
| Chesapeake Wealth Management | 0001730383 | Jul 28, 2025 | 158 | $299.8M |
| Elevatus Welath Management | 0001982776 | Aug 14, 2025 | 113 | $299.9M |
| CJM Wealth Advisers, Ltd. | 0001992748 | Jul 14, 2025 | 69 | $300.5M |
| Bond & Devick Financial Network, Inc. | 0001843495 | Jul 11, 2025 | 174 | $300.7M |
| FFG Partners, LLC | 0002045972 | Jul 22, 2025 | 33 | $300.8M |
| Caden Capital Partners, LP | 0001893767 | Aug 14, 2025 | 11 | $300.8M |
| Vishria Bird Financial Group, LLC | 0001746438 | Jul 7, 2025 | 89 | $300.9M |
| BridgePort Financial Solutions, LLC | 0002031775 | Jul 22, 2025 | 197 | $300.9M |
| WIM INVESTMENT MANAGEMENT Ltd | 0002042565 | Aug 7, 2025 | 18 | $301.0M |
| Private Wealth Management Group, LLC | 0002011342 | Jul 29, 2025 | 1,489 | $301.0M |
| Lifelong Wealth Advisors, Inc. | 0002051717 | Jul 9, 2025 | 78 | $301.1M |
| Pecaut & Co. | 0001597200 | Aug 14, 2025 | 82 | $301.2M |
| Tiger Pacific Capital LP | 0001664492 | Aug 14, 2025 | 8 | $301.3M |
| East Coast Asset Management, LLC. | 0001579254 | Aug 14, 2025 | 69 | $301.4M |
| Redwood Grove Capital, LLC | 0001691170 | Aug 14, 2025 | 22 | $301.4M |
| Warren Street Wealth Advisors, LLC | 0001703496 | Jul 18, 2025 | 136 | $301.5M |
| Syquant Capital Sas | 0001766392 | Jul 18, 2025 | 14 | $301.6M |