| Centric Wealth Management | 0001752761 | Nov 14, 2024 | 172 | $376.3M |
| AXS Investments LLC | 0001801467 | Nov 13, 2024 | 221 | $376.4M |
| Elevated Capital Advisors, LLC | 0001802387 | Oct 22, 2024 | 264 | $376.4M |
| Financial Consulate, Inc. | 0001624510 | Oct 21, 2024 | 34 | $376.5M |
| Waypoint Wealth Partners Inc. | 0001817306 | Nov 8, 2024 | 67 | $376.5M |
| FSM Wealth Advisors, LLC | 0001942548 | Oct 30, 2024 | 189 | $376.8M |
| Whitegate Investment Counselors, Inc. | 0001667102 | Nov 4, 2024 | 66 | $376.9M |
| Hedeker Wealth, LLC | 0001633910 | Oct 25, 2024 | 83 | $377.2M |
| Squadra Investments - Gestao DE Recursos Ltda. | 0001577806 | Nov 14, 2024 | 3 | $377.6M |
| Francis Financial, Inc. | 0001727514 | Nov 1, 2024 | 90 | $378.0M |
| Stonebrook Private Inc. | 0002008738 | Nov 12, 2024 | 179 | $378.1M |
| SW Investment Management LLC | 0001824821 | Nov 12, 2024 | 14 | $378.3M |
| Cornerstone Planning Group LLC | 0001822587 | Nov 5, 2024 | 1,302 | $378.4M |
| Pacific Center for Financial Services | 0001698222 | Nov 15, 2024 | 485 | $379.7M |
| Genworth Financial Inc | 0001276520 | Oct 29, 2024 | 2 | $380.2M |
| Alliance Wealth Advisors, LLC | 0001893261 | Nov 8, 2024 | 234 | $380.4M |
| Shikiar Asset Management Inc. | 0001058022 | Oct 10, 2024 | 74 | $380.5M |
| Stuart Chaussee & Associates, Inc. | 0001653253 | Nov 14, 2024 | 165 | $380.9M |
| S&T Bank | 0001010911 | Nov 13, 2024 | 96 | $381.4M |
| Clare Market Investments LLC | 0002054098 | Feb 20, 2025 | 153 | $381.6M |
| Paradigm Asset Management Co. LLC | 0001034549 | Nov 5, 2024 | 491 | $381.9M |
| KADENSA CAPITAL Ltd | 0001720980 | Nov 14, 2024 | 32 | $382.0M |
| Anchorage Capital Group, L.L.C. | 0001300714 | Nov 14, 2024 | 7 | $382.0M |
| Avion Wealth | 0001792704 | Oct 18, 2024 | 1,310 | $382.1M |
| Wright Investors Service Inc. | 0000108572 | Oct 4, 2024 | 137 | $382.1M |
| Rosenberg Matthew Hamilton | 0001812103 | Oct 28, 2024 | 834 | $382.2M |
| True North Advisors, LLC | 0001634556 | Oct 8, 2024 | 185 | $382.2M |
| Shakespeare Wealth Management, LLC | 0001658509 | Nov 14, 2024 | 92 | $382.5M |
| Puzo Michael J | 0001053914 | Nov 12, 2024 | 76 | $382.5M |
| Morton Community Bank | 0002011821 | Nov 14, 2024 | 108 | $382.9M |
| New World Advisors LLC | 0001767724 | Oct 24, 2024 | 78 | $383.0M |
| Sage Capital Advisors,llc | 0001714107 | Oct 8, 2024 | 138 | $383.2M |
| Watchman Group, Inc. | 0001748726 | Nov 12, 2024 | 81 | $383.6M |
| Drive Wealth Management, LLC | 0001952781 | Nov 7, 2024 | 321 | $384.1M |
| RAM Investment Partners, LLC | 0001989672 | Oct 22, 2024 | 90 | $384.1M |
| Value Aligned Research Advisors, LLC | 0001963565 | Nov 8, 2024 | 21 | $384.9M |
| Banco BTG Pactual S.A. | 0001536080 | Nov 7, 2024 | 130 | $385.2M |
| Kiley Juergens Wealth Management, LLC | 0001723223 | Oct 15, 2024 | 70 | $385.2M |
| Fruth Investment Management | 0001416856 | Oct 11, 2024 | 219 | $385.4M |
| Professional Financial Advisors, LLC | 0001798221 | Oct 10, 2024 | 105 | $385.8M |
| Boone Capital Management LLC | 0001882053 | Nov 14, 2024 | 17 | $385.8M |
| Cederberg Capital Ltd | 0001861244 | Nov 14, 2024 | 9 | $386.0M |
| Arjuna Capital | 0001703208 | Nov 5, 2024 | 103 | $386.1M |
| Ellsworth Advisors, LLC | 0001843553 | Oct 16, 2024 | 175 | $386.2M |
| Auxano Advisors, LLC | 0001811491 | Nov 7, 2024 | 160 | $386.3M |
| Bienville Capital Management, LLC | 0001605070 | Nov 14, 2024 | 76 | $386.5M |
| Manhattan West Asset Management, LLC | 0001904770 | Nov 14, 2024 | 138 | $386.6M |
| Wrapmanager Inc. | 0001266014 | Nov 7, 2024 | 237 | $386.7M |
| Arch Capital Group LTD. | 0000947484 | Nov 7, 2024 | 3 | $386.8M |
| Triangle Securities Wealth Management | 0001541353 | Nov 14, 2024 | 199 | $386.9M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0001707856 | Oct 22, 2024 | 53 | $387.0M |
| CIC Wealth, LLC | 0001965909 | Nov 8, 2024 | 176 | $387.0M |
| H/2 Credit Manager LP | 0001813784 | Nov 14, 2024 | 13 | $387.2M |
| Ackerman Capital Advisors, LLC | 0001699506 | Oct 24, 2024 | 100 | $387.2M |
| MSA Advisors, LLC | 0001040410 | Nov 13, 2024 | 29 | $387.6M |
| Cypress Capital, LLC | 0001729939 | Nov 12, 2024 | 81 | $387.6M |
| Halpern Financial, Inc. | 0001994335 | Oct 4, 2024 | 230 | $388.7M |
| Financial & Tax Architects, LLC | 0001758543 | Nov 13, 2024 | 95 | $389.0M |
| F&V Capital Management, LLC | 0001569453 | Oct 15, 2024 | 53 | $389.1M |
| Enstar Group LTD | 0001363829 | Nov 13, 2024 | 7 | $389.1M |
| Monetary Management Group Inc. | 0001133014 | Nov 13, 2024 | 327 | $389.1M |
| Trinity Legacy Partners, LLC | 0001652529 | Oct 31, 2024 | 97 | $389.2M |
| Valicenti Advisory Services Inc. | 0001080201 | Oct 23, 2024 | 70 | $389.4M |
| Intellectus Partners, LLC | 0001677253 | Nov 6, 2024 | 269 | $389.6M |
| Pathway Financial Advisors LLC | 0001738828 | Oct 8, 2024 | 163 | $389.7M |
| Progressive Investment Management Corp | 0001353318 | Nov 8, 2024 | 58 | $389.8M |
| Kettle Hill Capital Management, LLC | 0001387369 | Nov 14, 2024 | 35 | $389.9M |
| Stephens Consulting, LLC | 0001961632 | Oct 18, 2024 | 513 | $390.0M |
| Riverpoint Wealth Management Holdings, LLC | 0001682733 | Nov 4, 2024 | 51 | $390.1M |
| Strengthening Families & Communities, LLC | 0001921196 | Nov 7, 2024 | 573 | $390.1M |
| REDW Wealth LLC | 0001688931 | Oct 29, 2024 | 162 | $390.2M |
| Stokes Capital Advisors, LLC | 0001734460 | Oct 7, 2024 | 75 | $390.2M |
| Amansa Capital Pte. LTD. | 0001660773 | Nov 7, 2024 | 2 | $390.6M |
| Brilliance Asset Management Ltd. | 0001665751 | Nov 12, 2024 | 9 | $390.7M |
| Hobart Private Capital, LLC | 0001767062 | Nov 7, 2024 | 84 | $390.7M |
| Grey Ledge Advisors, LLC | 0001660694 | Oct 25, 2024 | 234 | $390.7M |
| Rosenblum Silverman Sutton S F Inc. | 0000918893 | Nov 14, 2024 | 77 | $391.0M |
| Poehling Capital Management, INC. | 0001730815 | Nov 13, 2024 | 134 | $391.1M |
| Pioneer Trust Bank N A | 0001006435 | Nov 14, 2024 | 76 | $391.2M |
| Hudson Executive Capital LP | 0001652522 | Nov 14, 2024 | 4 | $391.6M |
| O'Neil Global Advisors, Inc. | 0001861159 | Nov 12, 2024 | 56 | $391.7M |
| Owls Nest Partners IA, LLC | 0001845806 | Nov 14, 2024 | 16 | $391.9M |
| Kickstand Ventures, Llc. | 0002000355 | Oct 21, 2024 | 89 | $391.9M |
| Alpine Global Management, LLC | 0001581655 | Nov 14, 2024 | 160 | $391.9M |
| Nvwm, LLC | 0001697274 | Oct 29, 2024 | 654 | $392.9M |
| Roof Eidam Maycock Peralta, LLC | 0001028874 | Oct 21, 2024 | 127 | $393.2M |
| Great Diamond Partners, LLC | 0001801112 | Oct 25, 2024 | 195 | $393.6M |
| Meridian Management Co. | 0000806097 | Nov 4, 2024 | 93 | $393.8M |
| Camelot Capital Partners, LLC | 0001753570 | Nov 14, 2024 | 3 | $394.0M |
| Inlet Private Wealth, LLC | 0001759751 | Oct 16, 2024 | 131 | $394.2M |
| Prosight Management, LP | 0001617201 | Nov 14, 2024 | 41 | $394.4M |
| Sunburst Financial Group, LLC | 0001800158 | Oct 25, 2024 | 113 | $394.4M |
| L.M. Kohn & Company | 0000870260 | Nov 14, 2024 | 285 | $394.5M |
| Trustees of Dartmouth College | 0001599404 | Oct 22, 2024 | 5 | $394.5M |
| Flagstar Securities, Inc. | 0001117233 | Nov 12, 2024 | 208 | $394.6M |
| Sterling Investment Advisors, Ltd. | 0001701132 | Oct 24, 2024 | 151 | $394.6M |
| Wealth Dimensions Group, Ltd. | 0001846462 | Nov 12, 2024 | 147 | $394.8M |
| Lisanti Capital Growth, LLC | 0001424467 | Nov 4, 2024 | 116 | $394.9M |
| Raab & Moskowitz Asset Management LLC | 0001616664 | Nov 15, 2024 | 169 | $395.0M |
| RJA Asset Management LLC | 0001671817 | Oct 4, 2024 | 4 | $395.0M |