| RFG Holdings, Inc. | 0001845210 | Jan 27, 2025 | 57 | $301.1M |
| Factor Wealth Management LTD | 0002055816 | Feb 11, 2025 | 136 | $301.2M |
| SailingStone Capital Partners LLC | 0001608904 | Feb 14, 2025 | 11 | $301.5M |
| Empirical Asset Management, LLC | 0001926596 | Jan 15, 2025 | 445 | $301.7M |
| Dagco, Inc. | 0001767343 | Feb 13, 2025 | 86 | $301.9M |
| Cerro Pacific Wealth Advisors LLC | 0001842669 | Jan 17, 2025 | 162 | $302.2M |
| Post Oak Energy Holdings, LLC | 0001911838 | Feb 14, 2025 | 1 | $302.7M |
| Encompass More Asset Management | 0002011218 | Jan 21, 2025 | 186 | $302.8M |
| Fonville Wealth Management LLC | 0002008703 | Jan 29, 2025 | 107 | $302.8M |
| Gunma Bank,Ltd. | 0001549449 | Jan 29, 2025 | 33 | $302.8M |
| Rialto Wealth Management, LLC | 0002054966 | Feb 7, 2025 | 521 | $302.8M |
| Frontier Asset Management, LLC | 0001910146 | Feb 7, 2025 | 66 | $302.9M |
| Raine Capital LLC | 0001631543 | Feb 14, 2025 | 3 | $303.0M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0002071170 | Aug 14, 2025 | 627 | $303.0M |
| Core Wealth Advisors, Inc. | 0001770532 | Feb 14, 2025 | 60 | $303.3M |
| Monterey Private Wealth, Inc. | 0001839826 | Jan 17, 2025 | 141 | $303.3M |
| Detalus Advisors, LLC | 0001799677 | Feb 6, 2025 | 150 | $303.6M |
| Catalina Capital Group, LLC | 0002018090 | Jan 24, 2025 | 366 | $303.8M |
| Enterprise Bank & Trust Co | 0001770710 | Jan 13, 2025 | 130 | $303.8M |
| Norman Fields, Gottscho Capital Management, LLC | 0001352449 | Jan 7, 2025 | 58 | $303.9M |
| BNC Wealth Management, LLC | 0001821549 | Jan 15, 2025 | 96 | $304.0M |
| Oxler Private Wealth LLC | 0001846002 | Jan 23, 2025 | 85 | $304.2M |
| ArchPoint Investors | 0001483472 | Feb 13, 2025 | 67 | $304.4M |
| Harbor Advisory Corp. | 0001100710 | Jan 29, 2025 | 86 | $304.4M |
| Nvidia Corp. | 0001045810 | Feb 14, 2025 | 5 | $304.5M |
| Glass Jacobson Investment Advisors llc | 0001964394 | Feb 13, 2025 | 840 | $304.5M |
| Hall Laurie J Trustee | 0001388382 | Jan 16, 2025 | 251 | $304.7M |
| RFG - Bristol Wealth Advisors, LLC | 0002055104 | Feb 12, 2025 | 159 | $304.7M |
| MorganRosel Wealth Management, LLC | 0001753218 | Feb 4, 2025 | 103 | $304.7M |
| BankPlus Trust Department | 0002047270 | Feb 4, 2025 | 471 | $304.8M |
| Leading Edge Financial Planning LLC | 0001967205 | Jan 24, 2025 | 57 | $304.8M |
| HWG Holdings LP | 0001599390 | Feb 27, 2025 | 50 | $305.4M |
| Windmill Hill Asset Management Ltd | 0001831132 | Feb 26, 2025 | 27 | $305.6M |
| Crossingbridge Advisors, LLC | 0001770024 | Feb 14, 2025 | 78 | $305.7M |
| CM Wealth Advisors LLC | 0001764581 | Feb 13, 2025 | 84 | $305.9M |
| Wells Trecaso Financial Group, LLC | 0001737987 | Jan 21, 2025 | 88 | $305.9M |
| Highline Wealth Partners LLC | 0002042654 | Jan 10, 2025 | 613 | $305.9M |
| Regimen Wealth, LLC | 0001963863 | Feb 13, 2025 | 64 | $306.2M |
| Truefg, LLC | 0001766067 | Jan 15, 2025 | 53 | $306.3M |
| Patriot Financial Partners Gp, LP | 0001470261 | Feb 10, 2025 | 9 | $306.3M |
| Droms Strauss Advisors Inc. /Mo/ | 0001053292 | Jan 31, 2025 | 71 | $306.3M |
| Deepwater Asset Management, LLC | 0001964171 | Jan 24, 2025 | 23 | $306.4M |
| Prime Buchholz LLC | 0002051999 | Jan 31, 2025 | 31 | $306.5M |
| Precedent Wealth Partners, LLC | 0002008666 | Jan 21, 2025 | 148 | $306.5M |
| Chapin Davis, Inc. | 0000872098 | Jan 21, 2025 | 231 | $306.6M |
| Tiff Advisory Services, LLC | 0001271347 | Feb 6, 2025 | 18 | $306.8M |
| B&I Capital AG | 0001843527 | Feb 6, 2025 | 27 | $306.9M |
| Channel Wealth LLC | 0001975550 | Jan 15, 2025 | 160 | $307.0M |
| Security Benefit Life Insurance Co. | 0000869772 | Feb 4, 2025 | 21 | $307.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0001729755 | Feb 7, 2025 | 137 | $307.1M |
| Beacon Financial Advisory LLC | 0001800502 | Jan 27, 2025 | 299 | $307.4M |
| Pinnacle Bancorp, Inc. | 0001703383 | Jan 14, 2025 | 881 | $307.5M |
| Total Clarity Wealth Management, Inc. | 0001804909 | Jan 24, 2025 | 267 | $307.5M |
| Nia Impact Advisors, LLC | 0001815217 | Feb 14, 2025 | 112 | $307.5M |
| Ami Investment Management Inc. | 0001122241 | Jan 16, 2025 | 66 | $307.7M |
| USAdvisors Wealth Management, LLC | 0001735605 | Jan 23, 2025 | 139 | $307.8M |
| Wright Investors Service Inc. | 0000108572 | Jan 13, 2025 | 133 | $307.9M |
| Schorn Wealth LLC | 0001792851 | Jan 24, 2025 | 75 | $308.0M |
| O'Brien Greene & Co. Inc | 0001768635 | Feb 3, 2025 | 134 | $308.0M |
| Bay Harbor Wealth Management, LLC | 0001767989 | Jan 27, 2025 | 181 | $308.1M |
| Aft, Forsyth & Sober, LLC | 0001566801 | Feb 14, 2025 | 77 | $308.3M |
| Court Place Advisors, LLC | 0001566113 | Jan 22, 2025 | 148 | $308.3M |
| Long Path Partners LP | 0001905112 | Feb 12, 2025 | 11 | $308.6M |
| First International Bank & Trust | 0001910370 | Jan 10, 2025 | 70 | $308.7M |
| Allegiance Financial Group Advisory Services LLC | 0001964068 | Feb 5, 2025 | 113 | $308.7M |
| Integral Investment Advisors, Inc. | 0001902826 | Feb 4, 2025 | 153 | $308.8M |
| CWS Financial Advisors, LLC | 0001802459 | Feb 4, 2025 | 126 | $308.9M |
| Winmill & Co. Inc. | 0000052234 | Feb 13, 2025 | 55 | $309.0M |
| Claar Advisors LLC | 0001593410 | Feb 14, 2025 | 20 | $309.0M |
| Prasad Wealth Partners, LLC | 0002048885 | Feb 4, 2025 | 113 | $309.1M |
| Northcape Wealth Management, LLC | 0001902806 | Jan 31, 2025 | 131 | $309.2M |
| Measured Wealth Private Client Group, LLC | 0001720235 | Jan 27, 2025 | 172 | $309.5M |
| Argonautica Private Wealth Management, Inc. | 0001931870 | Feb 5, 2025 | 191 | $309.7M |
| Avalon Capital Management | 0001510809 | Feb 4, 2025 | 131 | $309.8M |
| Oasis Management Co Ltd. | 0001317904 | Feb 14, 2025 | 78 | $309.8M |
| Tetragon Partners GP Ltd | 0001515070 | Feb 21, 2025 | 25 | $309.9M |
| Mezzasalma Advisors, LLC | 0001864916 | Jan 28, 2025 | 143 | $310.0M |
| GoodHaven Capital Management, LLC | 0001542300 | Feb 11, 2025 | 27 | $310.1M |
| Gradient Capital Advisors, LLC | 0001727917 | Jan 29, 2025 | 152 | $310.2M |
| Maridea Wealth Management LLC | 0002056245 | Feb 12, 2025 | 230 | $310.2M |
| Cornercap Investment Counsel Inc. | 0001062938 | Feb 12, 2025 | 462 | $310.4M |
| PYA Waltman Capital, LLC | 0001800135 | Feb 3, 2025 | 78 | $310.4M |
| Proquility Private Wealth Partners, LLC | 0001844911 | Jan 17, 2025 | 88 | $310.5M |
| Roanoke Asset Management Corp./ NY | 0001089710 | Feb 5, 2025 | 96 | $310.5M |
| Legacy Financial Group, Inc. | 0001965579 | Feb 18, 2025 | 85 | $310.6M |
| Pacifica Capital Investments, LLC | 0001486713 | Feb 11, 2025 | 14 | $310.6M |
| Thomist Capital Management, LP | 0001767809 | Feb 14, 2025 | 45 | $310.6M |
| Hamel Associates, Inc. | 0001599760 | Feb 5, 2025 | 74 | $310.7M |
| KG Capital Management | 0001771687 | Jan 24, 2025 | 185 | $311.0M |
| Barry Investment Advisors, LLC | 0001631639 | Jan 23, 2025 | 111 | $311.0M |
| WR Wealth Planners, LLC | 0002031978 | Feb 5, 2025 | 1,104 | $311.0M |
| Dodds Wealth, LLC | 0001973728 | Jan 28, 2025 | 60 | $311.0M |
| Cloverfields Capital Group, LP | 0001819581 | Feb 13, 2025 | 94 | $311.0M |
| Mirabaud & Cie SA | 0001869685 | Jan 17, 2025 | 57 | $311.2M |
| Chase Investment Counsel Corp. | 0000019475 | Feb 5, 2025 | 134 | $311.3M |
| LPWM LLC | 0001801101 | Jan 14, 2025 | 78 | $311.3M |
| ShankerValleau Wealth Advisors, Inc. | 0001903273 | Jan 6, 2025 | 35 | $311.4M |
| Bruce & Co., Inc. | 0001358331 | Feb 11, 2025 | 41 | $311.4M |
| Shilanski & Associates, Inc. | 0001722084 | Jan 21, 2025 | 101 | $311.7M |
| Abound Wealth Management | 0001950323 | Jan 13, 2025 | 1,225 | $311.7M |