| Benchmark Financial Wealth Advisors, LLC | 0001757706 | Jan 27, 2025 | 100 | $312.0M |
| Prosperity Planning, Inc. | 0001843292 | Jan 17, 2025 | 103 | $312.0M |
| Polymer Capital Management (US) LLC | 0001973324 | Feb 13, 2025 | 331 | $312.0M |
| Thomas J. Herzfeld Advisors, Inc. | 0001509510 | Feb 12, 2025 | 147 | $312.1M |
| WIT Partners Advisory Pte. Ltd. | 0002000043 | Jan 23, 2025 | 1 | $312.4M |
| Buska Wealth Management, LLC | 0001910503 | Mar 4, 2025 | 58 | $312.4M |
| Wambolt & Associates, LLC | 0001755723 | Feb 12, 2025 | 183 | $312.5M |
| Rinkey Investments | 0001730774 | Feb 14, 2025 | 90 | $312.5M |
| Quantum Private Wealth, LLC | 0001929662 | Jan 30, 2025 | 180 | $312.6M |
| Earned Wealth Advisors, LLC | 0001905663 | Jan 31, 2025 | 164 | $312.7M |
| Buckhead Capital Management LLC | 0001133999 | Jan 30, 2025 | 125 | $312.8M |
| Trust Co. of Oklahoma | 0001083323 | Jan 17, 2025 | 125 | $312.9M |
| Packer & Co Ltd | 0001664017 | Feb 11, 2025 | 6 | $312.9M |
| Skaana Management L.P. | 0001860998 | Feb 14, 2025 | 108 | $313.0M |
| TrueMark Investments, LLC | 0001974457 | Feb 12, 2025 | 179 | $313.3M |
| Sherbrooke Park Advisers LLC | 0001965377 | Feb 14, 2025 | 717 | $313.4M |
| S&T Bank | 0001010911 | Feb 14, 2025 | 256 | $313.4M |
| West Branch Capital LLC | 0001738723 | Jan 17, 2025 | 546 | $313.5M |
| Lion Street Advisors, LLC | 0001801991 | Jan 27, 2025 | 260 | $313.7M |
| Cardinal Strategic Wealth Guidance | 0001801989 | Jan 29, 2025 | 83 | $313.8M |
| Solus Alternative Asset Management LP | 0001407737 | Feb 14, 2025 | 10 | $314.0M |
| Endeavour Capital Advisors Inc. | 0001218749 | Feb 12, 2025 | 32 | $314.1M |
| Avanda Investment Management Pte. Ltd. | 0001650258 | Feb 14, 2025 | 23 | $314.2M |
| Lhm, Inc. | 0002009224 | Feb 6, 2025 | 22 | $314.2M |
| Ogorek Anthony Joseph /NY/ | 0000714364 | Jan 24, 2025 | 308 | $314.4M |
| Clean Yield Group | 0001525865 | Jan 13, 2025 | 458 | $314.4M |
| D.B. Root & Company, LLC | 0001731717 | Jan 17, 2025 | 184 | $314.4M |
| Brave Asset Management Inc. | 0001085867 | Jan 14, 2025 | 162 | $314.5M |
| Mattson Financial Services, LLC | 0002034595 | Mar 10, 2025 | 348 | $314.6M |
| Parisi Gray Wealth Management | 0001716659 | Jan 13, 2025 | 105 | $314.6M |
| Silverleafe Capital Partners, LLC | 0001535611 | Jan 6, 2025 | 101 | $315.1M |
| Punch Card Management L.P. | 0001631664 | Feb 14, 2025 | 4 | $315.1M |
| Roman Butler Fullerton & Co. | 0000733444 | Jan 30, 2025 | 229 | $315.2M |
| BCGM Wealth Management, LLC | 0001830467 | Feb 4, 2025 | 149 | $315.2M |
| Matthew 25 Management Corp | 0001351431 | Feb 4, 2025 | 19 | $315.5M |
| Coyle Financial Counsel LLC | 0001593038 | Feb 4, 2025 | 73 | $316.0M |
| Arcus Capital Partners, LLC | 0001651960 | Jan 30, 2025 | 110 | $316.1M |
| Beam Wealth Advisors, Inc. | 0001803426 | Feb 7, 2025 | 104 | $316.1M |
| Ruedi Wealth Management, Inc. | 0001940678 | Feb 13, 2025 | 333 | $316.8M |
| GSG Advisors LLC | 0001995773 | Jan 14, 2025 | 110 | $317.3M |
| Fischer Financial Services, Inc. | 0002064001 | Apr 11, 2025 | 64 | $317.4M |
| Redpoint Management, LLC | 0001689508 | Feb 14, 2025 | 6 | $317.5M |
| MSH Capital Advisors LLC | 0002056306 | Feb 13, 2025 | 226 | $317.6M |
| Triune Financial Partners, LLC | 0002040393 | Feb 14, 2025 | 37 | $317.7M |
| Butensky & Cohen Financial Security, Inc. | 0001632802 | Jan 15, 2025 | 95 | $318.0M |
| Carr Financial Group Corp | 0001931232 | Jan 21, 2025 | 180 | $318.2M |
| Colony Family Offices, LLC | 0001633573 | Feb 11, 2025 | 78 | $318.3M |
| tru Independence LLC | 0001785445 | Jan 22, 2025 | 113 | $318.4M |
| Strata Wealth Advisors, LLC | 0001946237 | Feb 3, 2025 | 78 | $318.6M |
| WT Wealth Management | 0001780507 | Feb 5, 2025 | 134 | $318.6M |
| PARUS FINANCE (UK) Ltd | 0001611519 | Feb 12, 2025 | 34 | $319.0M |
| Modus Advisors, LLC | 0001799284 | Jan 3, 2025 | 326 | $319.2M |
| Aristotle Pacific Capital, LLC | 0001844577 | Feb 14, 2025 | 6 | $319.3M |
| Sycale Advisors (NY) LLC | 0001811522 | Feb 14, 2025 | 19 | $319.5M |
| Fosun International Ltd | 0001447884 | Feb 14, 2025 | 47 | $319.6M |
| Global Wealth Strategies & Associates | 0001912297 | Jan 2, 2025 | 453 | $319.6M |
| Centurion Wealth Management LLC | 0001951368 | Feb 10, 2025 | 215 | $319.7M |
| Fairhaven Wealth Management, LLC | 0001767056 | Feb 4, 2025 | 116 | $319.7M |
| Rovida Investment Management Ltd | 0002053064 | Feb 11, 2025 | 18 | $319.8M |
| Aristides Capital LLC | 0001595521 | Feb 13, 2025 | 288 | $320.1M |
| Hurlow Wealth Management Group, Inc. | 0001747749 | Feb 13, 2025 | 121 | $320.2M |
| Fca Corp. | 0001166402 | Feb 11, 2025 | 184 | $320.2M |
| Keating Investment Counselors Inc. | 0001020580 | Jan 31, 2025 | 67 | $320.2M |
| Vista Investment Partners LLC | 0002023386 | Jan 21, 2025 | 149 | $320.5M |
| Empire Financial Management Company, LLC | 0001971875 | Feb 14, 2025 | 196 | $320.6M |
| Fielder Capital Group LLC | 0002010765 | Feb 5, 2025 | 212 | $320.8M |
| Altium Capital Management LLC | 0001746382 | Feb 13, 2025 | 61 | $321.1M |
| Cypress Point Wealth Management, LLC | 0001825611 | Jan 21, 2025 | 69 | $321.1M |
| Atticus Wealth Management, LLC | 0001800234 | Jan 22, 2025 | 530 | $321.6M |
| Hudson Capital Management LLC | 0001727342 | Jan 17, 2025 | 66 | $321.8M |
| MGB Wealth Management, LLC | 0002015822 | Jan 29, 2025 | 286 | $322.2M |
| High Ground Investment Management LLP | 0001828180 | Feb 12, 2025 | 9 | $322.3M |
| Ironwood Wealth Management, LLC. | 0001692820 | Feb 4, 2025 | 45 | $322.3M |
| Keystone Financial Planning, Inc. | 0001596906 | Jan 13, 2025 | 46 | $322.4M |
| LaSalle St. Investment Advisors, LLC | 0001966193 | Feb 13, 2025 | 283 | $322.5M |
| Nixon Capital, LLC | 0001846352 | Feb 13, 2025 | 30 | $322.5M |
| Regents of the University of California | 0000315054 | Feb 5, 2025 | 5 | $322.8M |
| Snider Financial Group | 0001820681 | Feb 6, 2025 | 111 | $322.8M |
| Atlantic Edge Private Wealth Management, LLC | 0002011145 | Jan 29, 2025 | 484 | $322.8M |
| Sarissa Capital Management LP | 0001577524 | Feb 14, 2025 | 8 | $322.9M |
| Aquire Wealth Advisors, LLC | 0001745945 | Feb 13, 2025 | 50 | $322.9M |
| Redwood Grove Capital, LLC | 0001691170 | Feb 14, 2025 | 23 | $322.9M |
| Permanent Capital Management, LP | 0002054108 | Feb 7, 2025 | 74 | $323.0M |
| Princeton Capital Management LLC | 0001167026 | Feb 11, 2025 | 121 | $323.0M |
| Summit Wealth & Retirement Planning, Inc. | 0001766995 | Jan 28, 2025 | 75 | $323.1M |
| American Assets Inc. | 0000885118 | Mar 17, 2025 | 19 | $323.2M |
| O'Keefe Stevens Advisory, Inc. | 0001780565 | Jan 15, 2025 | 73 | $323.3M |
| Montis Financial, LLC | 0001844314 | Feb 10, 2025 | 135 | $323.7M |
| Steamboat Capital Partners, LLC | 0001635663 | Feb 14, 2025 | 56 | $323.8M |
| Ayalon Insurance Comp Ltd. | 0001642216 | Jan 14, 2025 | 62 | $323.8M |
| Whitcomb & Hess, Inc. | 0001813577 | Jan 22, 2025 | 53 | $323.8M |
| Ascentis Wealth Management, LLC | 0002032602 | Jan 10, 2025 | 510 | $324.1M |
| Covenant Partners, LLC | 0001302739 | Feb 14, 2025 | 154 | $324.5M |
| Ballast Advisors LLC | 0001803415 | Feb 11, 2025 | 161 | $324.5M |
| Garden State Investment Advisory Services LLC | 0001965351 | Feb 13, 2025 | 246 | $325.1M |
| Bridge Creek Capital Management LLC | 0001670903 | Jan 13, 2025 | 110 | $325.1M |
| Weaver Consulting Group | 0001780055 | Jan 8, 2025 | 220 | $325.1M |
| PFW Advisors LLC | 0001989744 | Jan 13, 2025 | 125 | $325.1M |
| US Financial Advisors, LLC | 0001640420 | Feb 14, 2025 | 89 | $325.2M |
| Pantera Capital Partners LP | 0002067181 | May 15, 2025 | 2 | $325.2M |