| Integris Wealth Management, LLC | 0001750852 | Oct 18, 2024 | 104 | $358.0M |
| Portfolio Design Labs, LLC | 0002010278 | Nov 8, 2024 | 134 | $358.2M |
| High Net Worth Advisory Group LLC | 0001919142 | Oct 11, 2024 | 222 | $358.6M |
| Rothschild Capital Partners, LLC | 0001569833 | Nov 14, 2024 | 49 | $358.6M |
| Lester Murray Antman dba SimplyRich | 0001725888 | Oct 18, 2024 | 221 | $358.7M |
| Strong Tower Advisory Services | 0001889322 | Oct 9, 2024 | 100 | $358.8M |
| Grey Fox Wealth Advisors, LLC | 0001965362 | Oct 22, 2024 | 138 | $358.8M |
| Hourglass Capital, LLC | 0001442573 | Nov 6, 2024 | 106 | $359.0M |
| Landaas & Co. /Wi | 0000913990 | Nov 12, 2024 | 89 | $359.2M |
| Founders Financial Alliance, LLC | 0001832190 | Nov 1, 2024 | 588 | $359.2M |
| WR Wealth Planners, LLC | 0002031978 | Oct 17, 2024 | 1,143 | $359.5M |
| Cornerstone Wealth Advisors, Inc. | 0001862176 | Oct 25, 2024 | 49 | $359.7M |
| Madrona Financial Services, LLC | 0001578370 | Oct 17, 2024 | 113 | $359.8M |
| Addison Advisors LLC | 0001843745 | Nov 4, 2024 | 835 | $360.0M |
| Old Port Advisors | 0001744348 | Oct 24, 2024 | 238 | $360.0M |
| Meteora Capital, LLC | 0001905106 | Nov 14, 2024 | 208 | $360.6M |
| E&G Advisors, LLC | 0001598550 | Oct 18, 2024 | 217 | $361.3M |
| P/E Global LLC | 0001910344 | Oct 17, 2024 | 3 | $361.4M |
| Keystone Wealth Services, LLC | 0001866189 | Oct 15, 2024 | 252 | $361.5M |
| Monument Capital Management | 0001729428 | Oct 15, 2024 | 194 | $361.6M |
| Winch Advisory Services, LLC | 0001585822 | Oct 21, 2024 | 469 | $361.6M |
| Crumly & Associates Inc. | 0001759578 | Nov 1, 2024 | 148 | $361.9M |
| Canvas Wealth Advisors, LLC | 0001858782 | Oct 15, 2024 | 178 | $362.1M |
| Evergreen Advisors, LLC | 0001762294 | Nov 8, 2024 | 17 | $362.2M |
| RR Advisors, LLC | 0001322613 | Nov 13, 2024 | 20 | $362.2M |
| Financial Sense Advisors, Inc. | 0001358828 | Nov 1, 2024 | 119 | $362.4M |
| Gateway Wealth Partners, LLC | 0001966037 | Oct 25, 2024 | 272 | $362.8M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0000319933 | Oct 11, 2024 | 1,556 | $362.9M |
| BigSur Wealth Management LLC | 0001659171 | Oct 16, 2024 | 161 | $363.0M |
| Inspire Trust Co, N.A. | 0001993352 | Dec 2, 2024 | 106 | $363.1M |
| Wealth Advisory Solutions, LLC | 0001834802 | Oct 21, 2024 | 122 | $363.3M |
| Turim 21 Investimentos Ltda. | 0001652174 | Nov 14, 2024 | 79 | $363.4M |
| Aries Wealth Management | 0001729515 | Oct 31, 2024 | 231 | $363.8M |
| Bridge City Capital, LLC | 0001713521 | Nov 14, 2024 | 112 | $363.8M |
| Semmax Financial Advisors Inc. | 0001767301 | Nov 14, 2024 | 379 | $363.9M |
| White Pine Investment CO | 0001318259 | Oct 29, 2024 | 64 | $364.5M |
| Doliver Advisors, LP | 0000938077 | Oct 2, 2024 | 153 | $364.5M |
| Darwin Wealth Management, LLC | 0001663224 | Nov 8, 2024 | 648 | $364.5M |
| JFG Wealth Management, LLC | 0001766972 | Oct 30, 2024 | 73 | $364.5M |
| Sunflower Bank, N.A. | 0001818759 | Oct 11, 2024 | 131 | $364.8M |
| Warberg Asset Management LLC | 0001597506 | Nov 6, 2024 | 172 | $364.9M |
| Boyd Watterson Asset Management LLC | 0001121477 | Oct 22, 2024 | 438 | $365.0M |
| Ibex Wealth Advisors | 0001686242 | Nov 4, 2024 | 68 | $365.3M |
| HST Ventures, LLC | 0001885404 | Nov 14, 2024 | 49 | $365.7M |
| Crestview Partners III GP, L.P. | 0001703027 | Nov 12, 2024 | 3 | $365.7M |
| Riggs Asset Managment Co. Inc. | 0001601348 | Oct 24, 2024 | 633 | $365.8M |
| Wambolt & Associates, LLC | 0001755723 | Nov 12, 2024 | 194 | $365.9M |
| Rock Point Advisors, LLC | 0001301540 | Nov 13, 2024 | 110 | $366.3M |
| FDx Advisors, Inc. | 0001566601 | Nov 4, 2024 | 197 | $366.9M |
| Second Line Capital, LLC | 0001992879 | Nov 19, 2024 | 136 | $366.9M |
| Integral Investment Advisors, Inc. | 0001902826 | Nov 14, 2024 | 155 | $367.0M |
| L2 Asset Management, LLC | 0001686988 | Nov 14, 2024 | 231 | $368.0M |
| Wolff Financial Management LLC | 0001767940 | Oct 24, 2024 | 98 | $368.1M |
| Collective Family Office LLC | 0001845066 | Oct 4, 2024 | 169 | $368.1M |
| Redwood Grove Capital, LLC | 0001691170 | Nov 14, 2024 | 22 | $368.2M |
| Keudell/Morrison Wealth Management | 0001785498 | Oct 31, 2024 | 219 | $368.4M |
| DGS Capital Management, LLC | 0001900110 | Dec 10, 2024 | 309 | $368.7M |
| Solidarity Wealth, LLC | 0001906613 | Oct 25, 2024 | 93 | $369.2M |
| Lantz Financial LLC | 0001766883 | Oct 15, 2024 | 229 | $369.4M |
| Mariner Investment Group LLC | 0001096978 | Oct 29, 2024 | 24 | $370.2M |
| Conrad Siegel Investment Advisors, Inc. | 0001905875 | Oct 15, 2024 | 43 | $370.4M |
| Childress Capital Advisors, LLC | 0001849561 | Oct 25, 2024 | 231 | $370.4M |
| Wagner Wealth Management, LLC | 0001728657 | Oct 11, 2024 | 227 | $370.4M |
| Convergence Investment Partners, LLC | 0001456133 | Oct 29, 2024 | 237 | $370.7M |
| Ifrah Financial Services, Inc. | 0001382646 | Oct 31, 2024 | 212 | $370.8M |
| Evernest Financial Advisors, LLC | 0002009530 | Oct 21, 2024 | 162 | $371.0M |
| Ratan Capital Management LP | 0001566887 | Nov 14, 2024 | 32 | $371.0M |
| Hemington Wealth Management | 0001838234 | Nov 13, 2024 | 1,807 | $371.2M |
| Lionstone Capital Management LLC | 0001575662 | Nov 14, 2024 | 11 | $371.2M |
| Monarch Capital Management Inc. | 0000938759 | Oct 16, 2024 | 118 | $371.4M |
| Bleichroeder LP | 0001781002 | Nov 13, 2024 | 73 | $371.6M |
| Greencape Capital Pty Ltd | 0001731029 | Nov 8, 2024 | 3 | $371.8M |
| Noble Family Wealth, LLC | 0001976065 | Nov 4, 2024 | 59 | $371.9M |
| Builder Investment Group Inc. | 0000727117 | Oct 21, 2024 | 102 | $372.4M |
| Archer Investment Corp | 0001803804 | Nov 6, 2024 | 1,121 | $372.5M |
| Platte River Wealth Advisors, LLC | 0001802013 | Oct 7, 2024 | 92 | $372.6M |
| Legacy Wealth Asset Management, LLC | 0001846151 | Oct 23, 2024 | 345 | $372.7M |
| Estuary Capital Management LP | 0001965005 | Nov 14, 2024 | 16 | $372.8M |
| Carronade Capital Management, LP | 0001866872 | Nov 14, 2024 | 24 | $372.8M |
| Truvestments Capital LLC | 0001750405 | Nov 13, 2024 | 934 | $373.0M |
| Nordwand Advisors, LLC | 0001962713 | Nov 1, 2024 | 141 | $373.6M |
| Financial Gravity Companies, Inc. | 0001377167 | Nov 14, 2024 | 702 | $373.6M |
| Paulson Wealth Management Inc. | 0001731878 | Nov 5, 2024 | 149 | $373.8M |
| Tradewinds Capital Management, LLC | 0001616026 | Oct 16, 2024 | 617 | $373.8M |
| Oliver Lagore Vanvalin Investment Group | 0001907568 | Nov 4, 2024 | 685 | $373.9M |
| Pinnacle Bancorp, Inc. | 0001703383 | Oct 9, 2024 | 871 | $374.1M |
| Advanced Asset Management Advisors Inc | 0001075444 | Oct 24, 2024 | 86 | $374.2M |
| Reverence Capital Partners, L.P. | 0001907530 | Nov 8, 2024 | 1 | $374.3M |
| Beck Capital Management, LLC | 0001601904 | Nov 14, 2024 | 118 | $374.3M |
| First Reserve GP XIII Ltd | 0001706604 | Nov 13, 2024 | 1 | $374.6M |
| Maxi Investments CY Ltd | 0001838222 | Nov 12, 2024 | 75 | $374.7M |
| Rockport Wealth LLC | 0002022866 | Nov 14, 2024 | 69 | $375.0M |
| Marion Wealth Management | 0001911097 | Oct 7, 2024 | 126 | $375.0M |
| Numerai GP LLC | 0001668527 | Nov 14, 2024 | 345 | $375.1M |
| Mma Asset Management LLC | 0001842667 | Feb 5, 2025 | 124 | $375.1M |
| Dumont & Blake Investment Advisors LLC | 0001287618 | Oct 23, 2024 | 201 | $375.1M |
| Petix & Botte Co | 0001803255 | Oct 18, 2024 | 124 | $375.6M |
| Alliance Wealth Management Group | 0001623707 | Nov 13, 2024 | 81 | $375.8M |
| Rappaport Reiches Capital Management, LLC | 0001990195 | Oct 9, 2024 | 113 | $376.2M |
| Tenere Capital LLC | 0001849517 | Nov 15, 2024 | 26 | $376.2M |