| Elevatus Welath Management | 0001982776 | Feb 13, 2025 | 107 | $292.3M |
| Operose Advisors LLC | 0001909750 | Feb 13, 2025 | 424 | $292.3M |
| Marcho Partners LLP | 0001782974 | Feb 13, 2025 | 9 | $292.3M |
| Atlas Brown,Inc. | 0001388168 | Jan 10, 2025 | 206 | $292.4M |
| Continental Grain Co. | 0000929607 | Feb 13, 2025 | 4 | $292.4M |
| VELA Investment Management, LLC | 0001895612 | Feb 5, 2025 | 137 | $292.4M |
| Divergent Planning, LLC | 0001730787 | Jan 16, 2025 | 28 | $292.4M |
| Iyo Bank, Ltd. | 0001890435 | Feb 5, 2025 | 36 | $292.5M |
| Balefire, LLC | 0001750924 | Feb 3, 2025 | 295 | $292.5M |
| Fortis Capital Advisors, LLC | 0001959790 | Feb 13, 2025 | 172 | $292.7M |
| PL Capital Advisors, LLC | 0001569147 | Feb 5, 2025 | 29 | $293.0M |
| Rench Wealth Management, Inc. | 0001599016 | Feb 13, 2025 | 51 | $293.2M |
| Adamsbrown Wealth Consultants LLC | 0001911244 | Jan 24, 2025 | 97 | $293.4M |
| Hilltop Partners LLC | 0001957867 | Feb 5, 2025 | 104 | $293.5M |
| Vectors Research Management, LLC | 0001750557 | Feb 13, 2025 | 116 | $293.5M |
| Indiana Trust & Investment Management Co | 0001356407 | Jan 29, 2025 | 483 | $293.8M |
| Weybosset Research & Management LLC | 0001280604 | Jan 10, 2025 | 51 | $293.9M |
| TRV GP V, LLC | 0001990717 | Feb 13, 2025 | 3 | $294.0M |
| Palidye Holdings (Caymans) Ltd | 0002043694 | Feb 14, 2025 | 2 | $294.0M |
| HT Partners LLC | 0001552999 | Jan 23, 2025 | 50 | $294.0M |
| RIA Advisory Group LLC | 0001958384 | Feb 14, 2025 | 135 | $294.1M |
| Stenger Family Office, LLC | 0002056106 | Feb 13, 2025 | 92 | $294.2M |
| Warther Private Wealth, LLC | 0001954551 | Jan 29, 2025 | 80 | $294.2M |
| Bard Associates Inc. | 0001105907 | Feb 6, 2025 | 180 | $294.3M |
| TSP Capital Management Group, LLC | 0001317208 | Jan 30, 2025 | 47 | $294.4M |
| Cederberg Capital Ltd | 0001861244 | Feb 14, 2025 | 8 | $294.6M |
| Summit Rock Advisors, LP | 0001540951 | Feb 10, 2025 | 6 | $294.9M |
| New Mountain Capital, L.L.C. | 0001407718 | Feb 13, 2025 | 1 | $295.0M |
| Family Capital Trust Co | 0001123320 | Jan 28, 2025 | 59 | $295.1M |
| Evexia Wealth LLC | 0001975710 | Feb 13, 2025 | 76 | $295.1M |
| SWF LLC | 0002065728 | Aug 1, 2025 | 2 | $295.1M |
| Family Legacy, Inc. | 0001706016 | Feb 12, 2025 | 121 | $295.2M |
| Alpine Global Management, LLC | 0001581655 | Feb 18, 2025 | 172 | $295.2M |
| Wade Financial Advisory, Inc | 0001802670 | Jan 23, 2025 | 80 | $295.2M |
| Transce3nd, LLC | 0002023570 | Feb 13, 2025 | 1,566 | $295.2M |
| Contrarian Capital Management, L.L.C. | 0001050417 | Feb 13, 2025 | 34 | $295.3M |
| Formula Growth Ltd. | 0001093219 | Feb 13, 2025 | 115 | $295.4M |
| Lead Edge Capital Management, LLC | 0001802797 | Feb 14, 2025 | 9 | $295.6M |
| EVR Research LP | 0001843019 | Feb 13, 2025 | 37 | $295.6M |
| Narus Financial Partners, LLC | 0001698091 | Jan 23, 2025 | 145 | $295.7M |
| Kerrisdale Advisers, LLC | 0001569688 | Feb 14, 2025 | 86 | $296.0M |
| Shoker Investment Counsel, Inc. | 0001599623 | Feb 5, 2025 | 103 | $296.1M |
| PCJ Investment Counsel Ltd. | 0001426318 | Feb 7, 2025 | 69 | $296.2M |
| Strategic Advocates LLC | 0001991340 | Jan 23, 2025 | 110 | $296.2M |
| Wakefield Asset Management LLLP | 0001600435 | Feb 5, 2025 | 143 | $296.3M |
| Steph & Co. | 0000941519 | Jan 14, 2025 | 274 | $296.3M |
| Gilliland Jeter Wealth Management LLC | 0002009886 | Jan 28, 2025 | 173 | $296.3M |
| Boone Capital Management LLC | 0001882053 | Feb 14, 2025 | 13 | $296.5M |
| Bridgefront Capital, LLC | 0001725690 | Feb 14, 2025 | 550 | $296.6M |
| Alight Capital Management LP | 0001651473 | Feb 14, 2025 | 50 | $296.6M |
| Arcataur Capital Management LLC | 0001987321 | Jan 28, 2025 | 96 | $296.7M |
| United Wealth Management, LLC | 0002055362 | Feb 10, 2025 | 21 | $296.7M |
| TriaGen Wealth Management LLC | 0001843848 | Jan 23, 2025 | 169 | $296.8M |
| White Pine Capital LLC | 0001137429 | Jan 30, 2025 | 218 | $296.8M |
| CJM Wealth Advisers, Ltd. | 0001992748 | Jan 10, 2025 | 69 | $296.8M |
| Horan Capital Advisors, LLC. | 0001584086 | Feb 6, 2025 | 112 | $297.0M |
| Acima Private Wealth, LLC | 0001761961 | Feb 5, 2025 | 184 | $297.1M |
| One Charles Private Wealth Services, LLC | 0001800938 | Feb 11, 2025 | 154 | $297.4M |
| Darwin Wealth Management, LLC | 0001663224 | Sep 2, 2025 | 638 | $297.5M |
| SOF Ltd | 0001697569 | Feb 14, 2025 | 1 | $297.7M |
| Financial Sense Advisors, Inc. | 0001358828 | Feb 3, 2025 | 104 | $297.7M |
| Financial Perspectives, Inc | 0002003287 | Feb 3, 2025 | 726 | $297.7M |
| AllGen Financial Advisors, Inc. | 0001964809 | Feb 13, 2025 | 37 | $297.8M |
| Stone Summit Wealth LLC | 0001908192 | Jan 28, 2025 | 138 | $298.0M |
| Generali Powszechne Towarzystwo Emerytalne | 0002042955 | Feb 13, 2025 | 26 | $298.0M |
| Iron Horse Wealth Management, LLC | 0001836270 | Jan 28, 2025 | 510 | $298.0M |
| FC Advisory LLC | 0001683754 | Jan 7, 2025 | 106 | $298.4M |
| McElhenny Sheffield Capital Management, LLC | 0001886813 | Jan 16, 2025 | 102 | $298.4M |
| Atwater Malick LLC | 0001769288 | Jan 15, 2025 | 73 | $298.5M |
| Pathway Financial Advisers, LLC | 0002024152 | Jan 30, 2025 | 434 | $298.5M |
| Investment Advisory Group, LLC | 0001910273 | Jan 17, 2025 | 168 | $298.6M |
| Logan Stone Capital, LLC | 0001535521 | Feb 14, 2025 | 113 | $298.7M |
| HAP Trading, LLC | 0001484972 | Feb 13, 2025 | 102 | $298.7M |
| Strategic Investment Solutions, Inc. | 0001960144 | Feb 13, 2025 | 680 | $298.9M |
| Donoghue Forlines LLC | 0001702435 | Jan 17, 2025 | 99 | $299.0M |
| Wood Tarver Financial Group, LLC | 0002059344 | Mar 6, 2025 | 794 | $299.1M |
| Voisard Asset Management Group, Inc. | 0002011215 | Feb 7, 2025 | 81 | $299.1M |
| Great Oak Capital Partners, LLC | 0002012868 | Jan 15, 2025 | 32 | $299.2M |
| East Coast Asset Management, LLC. | 0001579254 | Feb 14, 2025 | 71 | $299.3M |
| Cavalier Investments, LLC | 0001655543 | Feb 4, 2025 | 74 | $299.3M |
| S.E.E.D. Planning Group LLC | 0001765515 | Jan 14, 2025 | 75 | $299.6M |
| TrueWealth Advisors, LLC | 0001817714 | Jan 15, 2025 | 222 | $299.6M |
| American Assets Capital Advisers, LLC | 0001626691 | Feb 10, 2025 | 40 | $299.7M |
| Provident Wealth Management, LLC | 0001799797 | Feb 4, 2025 | 125 | $299.8M |
| Sandbox Financial Partners, LLC | 0001844892 | Jan 15, 2025 | 107 | $299.9M |
| Syverson Strege & Co | 0001682057 | Feb 11, 2025 | 78 | $299.9M |
| ForthRight Wealth Management, LLC | 0001841633 | Jan 17, 2025 | 60 | $300.0M |
| WP Advisors, LLC | 0001697796 | Feb 3, 2025 | 104 | $300.2M |
| Stolper Co | 0001808195 | Jan 14, 2025 | 88 | $300.2M |
| Chiron Investment Management, LLC | 0001688882 | Feb 13, 2025 | 86 | $300.3M |
| EnRich Financial Partners LLC | 0001955091 | Feb 13, 2025 | 220 | $300.3M |
| Valueworks LLC | 0001282189 | Feb 14, 2025 | 34 | $300.4M |
| Trust Co of Tennessee | 0002025098 | Jan 22, 2025 | 6 | $300.5M |
| Brooklyn FI, LLC | 0001916123 | Feb 28, 2025 | 62 | $300.6M |
| Heritage Wealth Management, Inc. | 0001944755 | Feb 5, 2025 | 224 | $300.8M |
| Kaydan Wealth Management, Inc. | 0001964532 | Jan 16, 2025 | 108 | $300.8M |
| Flagstone Financial Management | 0001968890 | Jan 24, 2025 | 54 | $301.0M |
| Neumann Capital Management, LLC | 0001631930 | Jan 21, 2025 | 101 | $301.0M |
| K2 Principal Fund, L.P. | 0001461790 | Feb 14, 2025 | 231 | $301.0M |
| Financial Advisory Partners, LLC | 0001994252 | Jan 27, 2025 | 66 | $301.1M |