| Citizens National Bank Trust Department | 0001806425 | Oct 29, 2024 | 344 | $475.3M |
| Heron Bay Capital Management | 0001842149 | Nov 8, 2024 | 106 | $475.4M |
| Studio Investment Management LLC | 0001893893 | Nov 12, 2024 | 293 | $475.8M |
| Ironwood Financial, llc | 0001630360 | Oct 16, 2024 | 151 | $475.9M |
| Wealth Alliance Advisory Group, LLC | 0001735734 | Oct 18, 2024 | 193 | $476.1M |
| Obsidian Cio, LLC | 0001843581 | Nov 4, 2024 | 148 | $476.4M |
| Twele Capital Management, Inc. | 0001411268 | Oct 8, 2024 | 40 | $476.4M |
| Hall Kathryn A. | 0001512944 | Nov 14, 2024 | 48 | $477.0M |
| Icon Advisers Inc. | 0001058470 | Nov 13, 2024 | 157 | $477.4M |
| Centerbridge Partners, L.P. | 0001484836 | Nov 14, 2024 | 9 | $477.5M |
| Trifecta Capital Advisors, LLC | 0001962615 | Oct 16, 2024 | 410 | $477.8M |
| Financial Management Network Inc. | 0001844831 | Oct 23, 2024 | 172 | $478.1M |
| Requisite Capital Management, LLC | 0001730573 | Oct 10, 2024 | 76 | $478.5M |
| PBMares Wealth Management LLC | 0001801682 | Oct 25, 2024 | 199 | $478.8M |
| ThornTree Capital Partners LP | 0001688511 | Nov 14, 2024 | 17 | $479.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0001632105 | Nov 4, 2024 | 269 | $479.2M |
| Cornerstone Management, Inc. | 0001587867 | Oct 9, 2024 | 53 | $479.2M |
| Jackson Hole Capital Partners, LLC | 0001767049 | Oct 30, 2024 | 269 | $479.5M |
| Callodine Capital Management, LP | 0001741675 | Nov 13, 2024 | 43 | $479.6M |
| SFE Investment Counsel | 0001317784 | Oct 25, 2024 | 116 | $480.1M |
| Renaissance Investment Group LLC | 0001509508 | Oct 10, 2024 | 85 | $480.5M |
| McGlone Suttner Wealth Management, Inc. | 0001964819 | Oct 10, 2024 | 168 | $480.9M |
| Alibaba Group Holding Ltd | 0001577552 | Nov 14, 2024 | 4 | $481.5M |
| Prestige Wealth Management Group LLC | 0001772715 | Feb 20, 2026 | 1,030 | $482.3M |
| WPWealth LLP | 0001950118 | Nov 13, 2024 | 88 | $482.4M |
| Abundance Wealth Counselors | 0001767080 | Oct 17, 2024 | 137 | $483.1M |
| Bain Capital Credit, LP | 0001317947 | Nov 14, 2024 | 8 | $483.7M |
| Cypress Wealth Services, LLC | 0001721527 | Oct 9, 2024 | 282 | $483.7M |
| 5AM Venture Management, LLC | 0001799883 | Nov 14, 2024 | 28 | $484.0M |
| Patton Fund Management, Inc. | 0001689232 | Oct 16, 2024 | 76 | $484.1M |
| San Luis Wealth Advisors LLC | 0001844709 | Oct 9, 2024 | 143 | $484.2M |
| Stone House Investment Management, LLC | 0001696497 | Nov 13, 2024 | 380 | $484.2M |
| Atlas Venture Advisors, Inc. | 0001767432 | Oct 31, 2024 | 5 | $484.4M |
| Greenup Street Wealth Management LLC | 0001909904 | Oct 16, 2024 | 84 | $484.5M |
| Scopia Capital Management LP | 0001279150 | Nov 14, 2024 | 34 | $484.6M |
| RV Capital AG | 0001766596 | Nov 12, 2024 | 11 | $484.9M |
| Iowa State Bank | 0001546967 | Oct 9, 2024 | 110 | $486.4M |
| Arlington Financial Advisors, LLC | 0001716539 | Nov 1, 2024 | 71 | $486.9M |
| Resolute Advisors LLC | 0001800217 | Nov 1, 2024 | 65 | $487.4M |
| Jacobson & Schmitt Advisors, LLC | 0001632096 | Oct 28, 2024 | 74 | $487.4M |
| Essex LLC | 0001889147 | Oct 18, 2024 | 168 | $487.8M |
| Schneider Downs Wealth Management Advisors, LP | 0001665359 | Nov 6, 2024 | 143 | $488.6M |
| Dechtman Wealth Management, LLC | 0001992316 | Oct 31, 2024 | 64 | $488.6M |
| Community Financial Services Group, LLC | 0001537319 | Oct 21, 2024 | 123 | $488.7M |
| Martel Wealth Advisors LLC | 0002039437 | Oct 9, 2024 | 53 | $488.9M |
| LJI Wealth Management, LLC | 0001988563 | Nov 6, 2024 | 193 | $489.0M |
| Columbus Hill Capital Management, L.P. | 0001384982 | Nov 14, 2024 | 26 | $489.0M |
| Land & Buildings Investment Management, LLC | 0001536520 | Nov 14, 2024 | 19 | $489.2M |
| Hartford Financial Management Inc. | 0001352526 | Oct 28, 2024 | 380 | $489.3M |
| Mak Capital One LLC | 0001385702 | Nov 14, 2024 | 10 | $489.4M |
| Brickley Wealth Management | 0001712533 | Nov 4, 2024 | 48 | $490.1M |
| Walkner Condon Financial Advisors LLC | 0001817494 | Oct 31, 2024 | 265 | $490.1M |
| Tiger Pacific Capital LP | 0001664492 | Nov 14, 2024 | 15 | $490.5M |
| Goehring & Rozencwajg Associates, LLC | 0001863154 | Nov 13, 2024 | 44 | $490.6M |
| Delta Investment Management, LLC | 0001757043 | Nov 15, 2024 | 243 | $490.6M |
| Security Financial Services, INC. | 0001913590 | Nov 5, 2024 | 163 | $491.1M |
| Gibson Capital, LLC | 0001427372 | Oct 10, 2024 | 75 | $491.1M |
| HughesLittle Investment Management Ltd. | 0002106035 | Mar 20, 2026 | 17 | $491.6M |
| LM Advisors LLC | 0002011314 | Nov 7, 2024 | 171 | $492.0M |
| Raub Brock Capital Management LP | 0001554656 | Oct 18, 2024 | 39 | $492.1M |
| Permanens Capital L.P. | 0001599637 | Nov 14, 2024 | 53 | $492.3M |
| Rowlandmiller & Partners.adv | 0000225816 | Oct 23, 2024 | 184 | $492.3M |
| Montag & Caldwell, LLC | 0000067698 | Nov 12, 2024 | 85 | $492.3M |
| Savvy Advisors, Inc. | 0002003633 | Nov 5, 2024 | 351 | $492.5M |
| Sachem Hill LLC | 0001994333 | Oct 7, 2024 | 68 | $492.5M |
| Lebenthal Global Advisors, LLC | 0001845766 | Oct 28, 2024 | 181 | $492.6M |
| Fermata Advisors, LLC | 0001859259 | Oct 9, 2024 | 248 | $492.6M |
| Hunter Perkins Capital Management, LLC | 0001808919 | Oct 16, 2024 | 106 | $492.7M |
| TLWM | 0001732537 | Oct 7, 2024 | 73 | $493.1M |
| Independent Investors Inc. | 0001121908 | Oct 24, 2024 | 69 | $493.5M |
| Gallagher Fiduciary Advisors, LLC | 0001527781 | Nov 14, 2024 | 274 | $493.8M |
| Chemung Canal Trust Co. | 0000790354 | Oct 4, 2024 | 121 | $494.4M |
| Beverly Hills Private Wealth, LLC | 0001965710 | Nov 12, 2024 | 337 | $494.9M |
| Citizens Business Bank | 0001948632 | Nov 19, 2024 | 107 | $495.5M |
| Partners in Financial Planning | 0002054264 | Feb 26, 2025 | 107 | $495.7M |
| Global IMC LLC | 0001741619 | Nov 13, 2024 | 99 | $495.8M |
| Nicolet Bankshares Inc. | 0001174850 | Nov 12, 2024 | 204 | $496.0M |
| Breakwater Capital Group | 0001964309 | Oct 4, 2024 | 286 | $496.3M |
| Fortis Capital Management LLC | 0001802167 | Nov 6, 2024 | 130 | $496.5M |
| B.O.S.S. Retirement Advisors, LLC | 0001964810 | Oct 16, 2024 | 206 | $496.5M |
| Rice Partnership, LLC | 0001736736 | Nov 13, 2024 | 172 | $496.8M |
| Capital Group Investment Management Pte. LTD. | 0001939970 | Nov 13, 2024 | 136 | $497.0M |
| M. Kulyk & Associates, LLC | 0001842370 | Nov 7, 2024 | 114 | $497.3M |
| Bright Rock Capital Management, LLC | 0001509973 | Oct 3, 2024 | 71 | $497.3M |
| Huber Capital Management LLC | 0001511697 | Nov 13, 2024 | 99 | $497.3M |
| Accurate Wealth Management, LLC | 0001877728 | Oct 17, 2024 | 378 | $497.8M |
| Edge Wealth Management LLC | 0001567163 | Oct 15, 2024 | 80 | $498.1M |
| SR One Capital Management, LP | 0001910264 | Nov 13, 2024 | 11 | $498.7M |
| Turtle Creek Wealth Advisors, LLC | 0002007171 | Nov 6, 2024 | 173 | $498.8M |
| Tobias Financial Advisors, Inc. | 0001802080 | Oct 30, 2024 | 108 | $498.9M |
| First Fiduciary Investment Counsel, Inc. | 0001072843 | Nov 1, 2024 | 68 | $499.4M |
| Virtue Capital Management, LLC | 0001729985 | Nov 18, 2024 | 264 | $499.5M |
| Rudius Management LP | 0001835407 | Nov 13, 2024 | 8 | $500.0M |
| Annandale Capital, LLC | 0001811739 | Nov 12, 2024 | 119 | $500.0M |
| Legacy Capital Wealth Partners, LLC | 0001766228 | Nov 4, 2024 | 357 | $500.1M |
| American Money Management, LLC | 0001600085 | Nov 12, 2024 | 137 | $500.3M |
| Horizon Wealth Management, LLC | 0001815123 | Oct 16, 2024 | 86 | $501.0M |
| Spirit of America Management Corp. | 0001041283 | Oct 23, 2024 | 311 | $501.6M |
| BDT Capital Partners, LLC | 0001510974 | Nov 14, 2024 | 2 | $501.6M |
| Armbruster Capital Management, Inc. | 0001664847 | Nov 4, 2024 | 130 | $502.0M |