| Tucker Asset Management LLC | 0001870012 | Feb 3, 2025 | 1,483 | $433.0M |
| FLC Capital Advisors | 0001713697 | Oct 16, 2024 | 172 | $433.4M |
| Harbour Capital Advisors, LLC | 0001682501 | Oct 16, 2024 | 276 | $433.4M |
| Rhino Investment Partners, Inc | 0001828776 | Nov 12, 2024 | 34 | $433.7M |
| TCP Asset Management, LLC | 0001961898 | Oct 24, 2024 | 90 | $433.8M |
| Northwest Quadrant Wealth Management, LLC | 0001697767 | Oct 4, 2024 | 65 | $433.8M |
| Presilium Private Wealth, LLC | 0001939831 | Oct 3, 2024 | 76 | $434.2M |
| PenderFund Capital Management Ltd. | 0001706164 | Nov 14, 2024 | 137 | $434.2M |
| Optas, LLC | 0001802961 | Oct 29, 2024 | 252 | $434.8M |
| Elite Wealth Management, Inc. | 0001622757 | Nov 14, 2024 | 37 | $434.9M |
| GenWealth Group, Inc. | 0001713678 | Oct 11, 2024 | 73 | $435.0M |
| Sierra Summit Advisors LLC | 0002012614 | Nov 13, 2024 | 136 | $435.1M |
| Legacy Trust | 0001772483 | Oct 29, 2024 | 159 | $435.4M |
| Fiduciary Financial Group, LLC | 0001925420 | Oct 10, 2024 | 258 | $435.5M |
| Juniper Hill Capital Management LP | 0001803460 | Oct 28, 2024 | 6 | $435.6M |
| Regent Peak Wealth Advisors LLC | 0001803329 | Oct 16, 2024 | 179 | $435.6M |
| BCM Advisors, LLC | 0001373017 | Nov 6, 2024 | 67 | $435.6M |
| Overbrook Management Corp | 0001269786 | Nov 8, 2024 | 54 | $435.8M |
| Sherbrooke Park Advisers LLC | 0001965377 | Nov 14, 2024 | 874 | $436.0M |
| Mycio Wealth Partners, LLC | 0001371726 | Oct 25, 2024 | 46 | $436.0M |
| Corrigan Financial, Inc. | 0001990951 | Oct 4, 2024 | 42 | $436.0M |
| Ulysses Management LLC | 0001510912 | Nov 14, 2024 | 40 | $436.3M |
| NORTHSTAR ASSET MANAGEMENT Co | 0001132708 | Oct 30, 2024 | 142 | $436.4M |
| Ignite Planners, LLC | 0001849348 | Oct 7, 2024 | 306 | $436.5M |
| BlueCrest Capital Management Ltd | 0001610880 | Nov 14, 2024 | 57 | $436.7M |
| LMG Wealth Partners, LLC | 0001965772 | Oct 23, 2024 | 123 | $436.7M |
| Glynn Capital Management LLC | 0000911270 | Nov 8, 2024 | 47 | $436.8M |
| High Falls Advisors, Inc | 0001569139 | Nov 15, 2024 | 120 | $436.8M |
| Unique Wealth, LLC | 0001957124 | Oct 3, 2024 | 121 | $436.8M |
| Kingfisher Capital LLC | 0001483170 | Nov 14, 2024 | 171 | $436.9M |
| Park Presidio Capital LLC | 0001596510 | Nov 14, 2024 | 11 | $437.1M |
| Cisco Systems, Inc. | 0000858877 | Oct 4, 2024 | 3 | $437.2M |
| Retirement Income Solutions, Inc. | 0001730386 | Nov 8, 2024 | 146 | $437.7M |
| Bluescape Energy Partners LLC | 0001629283 | Nov 14, 2024 | 5 | $438.0M |
| Brant Point Investment Management LLC | 0001279030 | Nov 13, 2024 | 79 | $438.4M |
| Cranbrook Wealth Management, LLC | 0001599084 | Oct 15, 2024 | 376 | $438.4M |
| Versant Capital Management, Inc | 0001735057 | Oct 7, 2024 | 2,011 | $438.6M |
| Shorepoint Capital Partners LLC | 0001759476 | Nov 14, 2024 | 101 | $439.1M |
| Grace & Mercy Foundation, Inc. | 0001715783 | Nov 14, 2024 | 19 | $439.3M |
| Nut Tree Capital Management, LP | 0001661655 | Nov 14, 2024 | 12 | $439.3M |
| Advantage Alpha Capital Partners LP | 0001762344 | Nov 13, 2024 | 166 | $439.4M |
| Steginsky Capital LLC | 0001120048 | Nov 12, 2024 | 7 | $440.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0001731447 | Oct 15, 2024 | 109 | $440.6M |
| First National Bank of Mount Dora, Trust Investment Services | 0001423045 | Oct 30, 2024 | 137 | $440.7M |
| Riversedge Advisors, LLC | 0001787663 | Oct 16, 2024 | 100 | $440.9M |
| Towneley Capital Management, Inc / DE | 0002004980 | Oct 8, 2024 | 39 | $441.5M |
| ESL Trust Services, LLC | 0001785545 | Nov 1, 2024 | 233 | $441.6M |
| Tyche Wealth Partners LLC | 0002004818 | Oct 25, 2024 | 288 | $441.7M |
| Iat Reinsurance Co. LTD. | 0001633625 | Nov 8, 2024 | 72 | $441.7M |
| Northwest Investment Counselors, LLC | 0001428350 | Oct 21, 2024 | 625 | $441.9M |
| Cutter & CO Brokerage, Inc. | 0001406995 | Oct 25, 2024 | 218 | $442.1M |
| Blume Capital Management, Inc. | 0001587192 | Oct 29, 2024 | 352 | $442.2M |
| Independent Solutions Wealth Management, LLC | 0001818391 | Dec 19, 2024 | 164 | $442.4M |
| United Advisor Group, LLC | 0002004873 | Oct 30, 2024 | 342 | $442.5M |
| Concord Asset Management, LLC | 0002031885 | Nov 7, 2024 | 125 | $442.5M |
| Galibier Capital Management Ltd. | 0001765768 | Oct 25, 2024 | 43 | $442.8M |
| AlphaCore Capital LLC | 0001713662 | Nov 12, 2024 | 247 | $443.0M |
| Impact Partnership Wealth, LLC | 0001984555 | Oct 22, 2024 | 238 | $443.2M |
| RDST Capital LLC | 0001912187 | Nov 14, 2024 | 16 | $443.2M |
| Kelly Lawrence W & Associates Inc. | 0000920441 | Nov 14, 2024 | 172 | $443.5M |
| Cedar Mountain Advisors, LLC | 0001798986 | Oct 15, 2024 | 342 | $443.6M |
| Silverarc Capital Management, LLC | 0001816307 | Nov 14, 2024 | 68 | $443.8M |
| Satovsky Asset Management LLC | 0001807288 | Oct 18, 2024 | 55 | $443.9M |
| Community Bank & Trust, Waco, Texas | 0001654847 | Nov 5, 2024 | 142 | $444.0M |
| EnCap Partners GP, LLC | 0001726182 | Nov 14, 2024 | 2 | $444.4M |
| Milestone Asset Management, LLC | 0001964722 | Oct 25, 2024 | 197 | $444.6M |
| Appian Way Asset Management LP | 0001795816 | Nov 14, 2024 | 29 | $444.7M |
| Fortress Investment Group LLC | 0001380393 | Nov 14, 2024 | 14 | $444.9M |
| Triasima Portfolio Management inc. | 0001938757 | Nov 12, 2024 | 85 | $444.9M |
| Morgan Stanley Institutional Investment Advisors LLC | 0002026079 | Nov 12, 2024 | 3 | $445.1M |
| Woodard & Co. Asset Management Group Inc. | 0000771118 | Oct 23, 2024 | 119 | $445.1M |
| Harfst & Associates, Inc. | 0001649147 | Oct 18, 2024 | 95 | $445.2M |
| Albar Capital Ltd | 0001732621 | Nov 14, 2024 | 30 | $445.2M |
| America First Investment Advisors, LLC | 0001308778 | Nov 8, 2024 | 42 | $445.6M |
| Knightsbridge Asset Management, LLC | 0001332811 | Nov 14, 2024 | 118 | $445.7M |
| SilverOak Wealth Management LLC | 0001764766 | Nov 1, 2024 | 94 | $445.8M |
| WestHill Financial Advisors, Inc. | 0001759641 | Oct 18, 2024 | 75 | $445.8M |
| Grand Jean Capital Management Inc. | 0001277158 | Nov 14, 2024 | 49 | $447.1M |
| Welch Capital Partners LLC | 0001042063 | Nov 13, 2024 | 25 | $447.4M |
| Goodman Financial Corp | 0001382303 | Nov 13, 2024 | 59 | $447.7M |
| Kirr Marbach & Co. LLC | 0000764112 | Oct 17, 2024 | 54 | $447.8M |
| Marino, Stram & Associates LLC | 0001099762 | Oct 21, 2024 | 168 | $448.1M |
| Consolidated Portfolio Review Corp | 0001972835 | Oct 24, 2024 | 309 | $448.2M |
| Fourthstone LLC | 0001767803 | Nov 14, 2024 | 66 | $448.8M |
| Seven Grand Managers, LLC | 0001909126 | Oct 16, 2024 | 65 | $448.9M |
| Silver Lake Advisory, LLC | 0001596055 | Nov 12, 2024 | 99 | $449.3M |
| Fox Run Management, L.L.C. | 0001533457 | Nov 12, 2024 | 761 | $449.4M |
| First National Corp. /Ma/ | 0000816192 | Oct 8, 2024 | 145 | $449.6M |
| Groupe Bruxelles Lambert | 0001179313 | Nov 13, 2024 | 1 | $449.7M |
| Ar Asset Management Inc. | 0001080166 | Nov 13, 2024 | 112 | $450.0M |
| Patten Group, Inc. | 0001633207 | Oct 8, 2024 | 243 | $450.2M |
| O'Dell Group, LLC | 0001742569 | Nov 13, 2024 | 98 | $450.8M |
| Perkins Coie Trust Co | 0001513038 | Oct 8, 2024 | 304 | $450.9M |
| Covenant Asset Management, LLC | 0001697717 | Nov 12, 2024 | 141 | $451.0M |
| Bwcp, LP | 0001787893 | Nov 14, 2024 | 26 | $451.0M |
| Untitled Investments LP | 0001808696 | Nov 14, 2024 | 17 | $451.4M |
| Everhart Financial Group, Inc. | 0001852858 | Nov 4, 2024 | 316 | $451.4M |
| Sage Rhino Capital LLC | 0001771605 | Nov 1, 2024 | 278 | $451.5M |
| Oak Grove Capital LLC | 0001661762 | Nov 13, 2024 | 54 | $451.6M |
| Keenan Capital, LLC | 0001647363 | Nov 14, 2024 | 9 | $451.6M |