| Kiley Juergens Wealth Management, LLC | 0001723223 | Jul 23, 2024 | 71 | $360.0M |
| Riverpoint Wealth Management Holdings, LLC | 0001682733 | Aug 1, 2024 | 50 | $360.2M |
| Puzo Michael J | 0001053914 | Aug 12, 2024 | 73 | $360.3M |
| Shayne & Jacobs, LLC | 0001484085 | Jul 19, 2024 | 98 | $360.3M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0001707856 | Jul 31, 2024 | 50 | $360.5M |
| Clark Asset Management, LLC | 0002062026 | Apr 28, 2025 | 96 | $361.0M |
| Auxano Advisors, LLC | 0001811491 | Aug 1, 2024 | 150 | $361.7M |
| FDx Advisors, Inc. | 0001566601 | Aug 2, 2024 | 198 | $361.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0001794153 | Aug 2, 2024 | 143 | $362.0M |
| Wrapmanager Inc. | 0001266014 | Aug 8, 2024 | 255 | $362.1M |
| Professional Financial Advisors, LLC | 0001798221 | Jul 18, 2024 | 102 | $362.2M |
| Werba Rubin Papier Wealth Management | 0001971029 | Aug 6, 2024 | 168 | $362.3M |
| Noked Israel Ltd | 0001767750 | Aug 14, 2024 | 15 | $362.4M |
| Avion Wealth | 0001792704 | Jul 26, 2024 | 1,229 | $362.5M |
| Spinnaker Investment Group, LLC | 0001911067 | Jul 24, 2024 | 82 | $362.9M |
| Hussman Strategic Advisors, Inc. | 0001179475 | Aug 1, 2024 | 232 | $363.0M |
| Palo Duro Investment Partners, LP | 0001977128 | Aug 14, 2024 | 10 | $363.1M |
| Beck Capital Management, LLC | 0001601904 | Aug 14, 2024 | 107 | $363.1M |
| Stuart Chaussee & Associates, Inc. | 0001653253 | Aug 13, 2024 | 171 | $363.3M |
| CIC Wealth, LLC | 0001965909 | Jul 12, 2024 | 160 | $363.3M |
| Integrated Investment Consultants, LLC | 0001665337 | Jul 19, 2024 | 259 | $363.4M |
| Rather & Kittrell, Inc. | 0001582112 | Jul 29, 2024 | 82 | $363.4M |
| River Global Investors LLP | 0001486180 | Aug 12, 2024 | 153 | $363.8M |
| PenderFund Capital Management Ltd. | 0001706164 | Aug 14, 2024 | 126 | $363.9M |
| Halpern Financial, Inc. | 0001994335 | Jul 9, 2024 | 224 | $364.0M |
| Meridian Management Co. | 0000806097 | Aug 8, 2024 | 97 | $364.2M |
| Intellectus Partners, LLC | 0001677253 | Jul 18, 2024 | 261 | $364.9M |
| Flagstar Securities, Inc. | 0001117233 | Aug 12, 2024 | 195 | $365.0M |
| Fsa Wealth Partners, Inc. | 0001731221 | Jul 30, 2024 | 55 | $365.2M |
| Kickstand Ventures, Llc. | 0002000355 | Jul 19, 2024 | 79 | $365.3M |
| Cardinal Capital Management LLC | 0001080383 | Aug 14, 2024 | 55 | $365.3M |
| Poehling Capital Management, INC. | 0001730815 | Aug 9, 2024 | 130 | $365.4M |
| Denali Advisors LLC | 0001142941 | Aug 9, 2024 | 175 | $365.4M |
| Honeycomb Asset Management LP | 0001675688 | Aug 14, 2024 | 25 | $365.5M |
| Inlet Private Wealth, LLC | 0001759751 | Jul 23, 2024 | 128 | $365.5M |
| Canton Hathaway, LLC | 0001755785 | Jul 22, 2024 | 239 | $365.6M |
| Dash Acquisitions Inc. | 0001745885 | Jul 18, 2024 | 52 | $365.9M |
| Pennant Investors, LP | 0001759176 | Aug 14, 2024 | 45 | $366.3M |
| Firestone Capital Management | 0001799964 | Aug 9, 2024 | 143 | $366.3M |
| Greenlea Lane Capital Management, LLC | 0001766504 | Aug 14, 2024 | 9 | $366.4M |
| Grey Ledge Advisors, LLC | 0001660694 | Jul 18, 2024 | 216 | $366.5M |
| Builder Investment Group Inc. | 0000727117 | Jul 31, 2024 | 100 | $366.5M |
| Cypress Capital, LLC | 0001729939 | Aug 22, 2024 | 389 | $366.6M |
| Hudson Executive Capital LP | 0001652522 | Aug 14, 2024 | 4 | $366.6M |
| Cyrus Capital Partners, L.P. | 0001166564 | Aug 14, 2024 | 4 | $367.1M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0001639754 | Jul 29, 2024 | 59 | $367.2M |
| GFG Capital, LLC | 0001638520 | Jul 22, 2024 | 120 | $367.2M |
| CQS (us), LLC | 0001447946 | Aug 6, 2024 | 44 | $367.3M |
| Fruth Investment Management | 0001416856 | Jul 18, 2024 | 217 | $367.7M |
| Raab & Moskowitz Asset Management LLC | 0001616664 | Aug 15, 2024 | 167 | $368.0M |
| P/E Global LLC | 0001910344 | Jul 30, 2024 | 3 | $368.1M |
| Capital City Trust Co. | 0001095836 | Aug 9, 2024 | 108 | $368.3M |
| Post Oak Energy Holdings, LLC | 0001911838 | Aug 14, 2024 | 2 | $368.4M |
| Sunburst Financial Group, LLC | 0001800158 | Jul 12, 2024 | 111 | $368.7M |
| Waterfront Wealth Inc. | 0001775210 | Aug 1, 2024 | 245 | $368.7M |
| Roof Eidam Maycock Peralta, LLC | 0001028874 | Aug 7, 2024 | 118 | $368.8M |
| IAM Advisory, LLC | 0001825292 | Jul 12, 2024 | 98 | $368.9M |
| Wealth Advisory Solutions, LLC | 0001834802 | Jul 26, 2024 | 124 | $368.9M |
| L.M. Kohn & Company | 0000870260 | Jul 31, 2024 | 267 | $369.3M |
| GE Investment Management Corp. | 0001125824 | Aug 14, 2024 | 5 | $369.7M |
| Sterling Investment Advisors, Ltd. | 0001701132 | Aug 5, 2024 | 137 | $369.9M |
| Manhattan West Asset Management, LLC | 0001904770 | Aug 14, 2024 | 144 | $370.2M |
| Pathway Financial Advisors LLC | 0001738828 | Jul 24, 2024 | 171 | $370.3M |
| Pioneer Trust Bank N A | 0001006435 | Jul 26, 2024 | 76 | $370.6M |
| Drive Wealth Management, LLC | 0001952781 | Aug 1, 2024 | 320 | $370.7M |
| Nepsis Inc. | 0001587643 | Jul 15, 2024 | 28 | $370.9M |
| Harber Asset Management LLC | 0001387921 | Aug 14, 2024 | 36 | $371.1M |
| H/2 Credit Manager LP | 0001813784 | Aug 14, 2024 | 15 | $371.4M |
| Essex Bank | 0001752212 | Jul 23, 2024 | 264 | $371.5M |
| Arjuna Capital | 0001703208 | Jul 29, 2024 | 101 | $371.7M |
| Bernardo Wealth Planning LLC | 0001765595 | Jul 10, 2024 | 104 | $371.7M |
| Bluefin Capital Management, LLC | 0001144208 | Sep 10, 2024 | 70 | $371.8M |
| REAP Financial Group, LLC | 0002048581 | Feb 27, 2025 | 543 | $371.8M |
| Retirement Solution LLC | 0001914606 | Jul 25, 2024 | 39 | $372.2M |
| Hamilton Wealth, LLC | 0001760263 | Aug 13, 2024 | 100 | $372.2M |
| Waller Financial Planning Group, Inc. | 0001736079 | Jul 2, 2024 | 69 | $372.2M |
| Valicenti Advisory Services Inc. | 0001080201 | Jul 23, 2024 | 77 | $372.5M |
| Zeno Equity Partners LLP | 0002013334 | Aug 9, 2024 | 13 | $372.8M |
| RR Advisors, LLC | 0001322613 | Aug 13, 2024 | 24 | $372.8M |
| HCEP Management Ltd | 0001822015 | Aug 13, 2024 | 9 | $372.9M |
| Catalyst Funds Management Pty Ltd | 0001896150 | Dec 18, 2024 | 1,142 | $372.9M |
| Financial & Tax Architects, LLC | 0001758543 | Aug 9, 2024 | 82 | $373.0M |
| McDonald Partners LLC | 0001331074 | Jul 17, 2024 | 239 | $373.3M |
| RK Capital Management, LLC | 0001426266 | Aug 13, 2024 | 36 | $373.4M |
| Marathon Trading Investment Management LLC | 0001572748 | Aug 12, 2024 | 161 | $373.4M |
| Rosenblum Silverman Sutton S F Inc. | 0000918893 | Aug 14, 2024 | 75 | $373.4M |
| Whalerock Point Partners, LLC | 0001389709 | Aug 13, 2024 | 162 | $373.7M |
| First PREMIER Bank | 0001653926 | Jul 17, 2024 | 404 | $373.9M |
| Rezny Wealth Management, Inc. | 0001535859 | Jul 24, 2024 | 32 | $373.9M |
| Shikiar Asset Management Inc. | 0001058022 | Jul 16, 2024 | 71 | $374.0M |
| True North Advisors, LLC | 0001634556 | Aug 12, 2024 | 198 | $374.3M |
| SignalPoint Asset Management, LLC | 0001566414 | Jul 22, 2024 | 257 | $374.5M |
| Plimoth Trust Co. LLC | 0001623678 | Jul 23, 2024 | 156 | $374.8M |
| Moller Wealth Partners | 0001475271 | Jul 1, 2024 | 65 | $374.8M |
| Compton Wealth Advisory Group, LLC | 0001761044 | Jul 12, 2024 | 105 | $375.2M |
| Nvwm, LLC | 0001697274 | Aug 13, 2024 | 639 | $375.6M |
| Systelligence, LLC | 0001882691 | Jul 25, 2024 | 42 | $375.9M |
| Mason & Associates Inc | 0001917686 | Jul 19, 2024 | 107 | $375.9M |
| Milestone Investment Advisors LLC | 0001967018 | Aug 13, 2024 | 132 | $376.1M |
| Advanced Asset Management Advisors Inc | 0001075444 | Aug 1, 2024 | 87 | $376.2M |