| KPP Advisory Services LLC | 0001989349 | Jan 24, 2025 | 258 | $424.1M |
| True North Advisors, LLC | 0001634556 | Jan 17, 2025 | 185 | $424.2M |
| Bulltick Wealth Management, LLC | 0001912448 | Feb 14, 2025 | 115 | $424.3M |
| Parkside Advisors LLC | 0001585550 | Jan 13, 2025 | 80 | $424.4M |
| Virtus Wealth Solutions LLC | 0002045870 | Feb 13, 2025 | 46 | $424.4M |
| Harvey Capital Management Inc. | 0001119032 | Jan 29, 2025 | 80 | $424.9M |
| Mason & Associates Inc | 0001917686 | Jan 14, 2025 | 105 | $425.0M |
| Element Pointe Advisors, LLC | 0001764059 | Feb 14, 2025 | 70 | $425.1M |
| McNamara Financial Services, Inc. | 0001622431 | Jan 24, 2025 | 70 | $425.3M |
| Rather & Kittrell, Inc. | 0001582112 | Feb 13, 2025 | 81 | $425.4M |
| Owl Creek Asset Management, L.P. | 0001313756 | Feb 14, 2025 | 22 | $425.5M |
| Stamos Capital Partners, L.P. | 0001705399 | Feb 13, 2025 | 126 | $426.1M |
| White Mountains Insurance Group Ltd. | 0000776867 | Feb 12, 2025 | 2 | $426.2M |
| Greenstone Partners & Co., LLC | 0001845565 | Feb 14, 2025 | 9 | $426.2M |
| Fsa Wealth Partners, Inc. | 0001731221 | Feb 6, 2025 | 53 | $426.2M |
| SW Investment Management LLC | 0001824821 | Feb 14, 2025 | 14 | $426.3M |
| Chemistry Wealth Management LLC | 0001910183 | Jan 15, 2025 | 182 | $426.5M |
| Pale Fire Capital SE | 0001922318 | Feb 13, 2025 | 50 | $426.9M |
| Banco BTG Pactual S.A. | 0001536080 | Feb 12, 2025 | 151 | $427.0M |
| Delta Financial Group, Inc. | 0001965718 | Feb 4, 2025 | 251 | $427.1M |
| Carrera Capital Advisors | 0002035329 | Feb 6, 2025 | 137 | $427.2M |
| First National Bank of Mount Dora, Trust Investment Services | 0001423045 | Jan 15, 2025 | 133 | $427.4M |
| Elite Wealth Management, Inc. | 0001622757 | Feb 3, 2025 | 34 | $427.5M |
| RB Capital Management, LLC | 0001695582 | Feb 18, 2025 | 186 | $427.6M |
| Gimbel Daniel Scott | 0001867040 | Feb 14, 2025 | 3 | $428.0M |
| Arch Capital Group LTD. | 0000947484 | Feb 10, 2025 | 3 | $428.0M |
| Broadleaf Partners, LLC | 0001712686 | Feb 13, 2025 | 77 | $428.1M |
| Kelly Lawrence W & Associates Inc. | 0000920441 | Feb 13, 2025 | 169 | $428.7M |
| Beacon Harbor Wealth Advisors, Inc. | 0001784093 | Feb 6, 2025 | 78 | $429.5M |
| Raffa Wealth Management, LLC | 0001631073 | Jul 27, 2026 | 1,113 | $429.7M |
| Southland Equity Partners LLC | 0002006517 | Jan 21, 2025 | 224 | $429.7M |
| First Pacific Financial | 0001810089 | Jan 15, 2025 | 400 | $429.8M |
| Eldridge Investment Advisors, Inc. | 0001727993 | Feb 10, 2025 | 150 | $430.0M |
| Rudius Management LP | 0001835407 | Feb 13, 2025 | 4 | $430.0M |
| Beacon Bank & Trust | 0001831984 | Jan 22, 2025 | 159 | $430.0M |
| Whalerock Point Partners, LLC | 0001389709 | Feb 14, 2025 | 186 | $430.2M |
| Ulysses Management LLC | 0001510912 | Feb 14, 2025 | 43 | $430.4M |
| Grand Jean Capital Management Inc. | 0001277158 | Feb 14, 2025 | 49 | $430.5M |
| IDG China Venture Capital Fund IV Associates L.P. | 0001609021 | Feb 6, 2025 | 4 | $430.7M |
| Legacy Trust | 0001772483 | Jan 23, 2025 | 157 | $430.9M |
| High Falls Advisors, Inc | 0001569139 | Feb 14, 2025 | 116 | $431.2M |
| Cranbrook Wealth Management, LLC | 0001599084 | Jan 15, 2025 | 412 | $431.4M |
| Knightsbridge Asset Management, LLC | 0001332811 | Feb 14, 2025 | 117 | $431.6M |
| Ashford Advisors, LLC | 0001861158 | Feb 3, 2025 | 15 | $432.6M |
| Dohj, LLC | 0001801881 | Jan 24, 2025 | 136 | $432.8M |
| Essex Woodlands Management, Inc. | 0001542339 | Feb 13, 2025 | 7 | $433.2M |
| SMI Advisory Services, LLC | 0001609008 | Jan 17, 2025 | 54 | $433.4M |
| Drucker Wealth 3.0, LLC | 0002031642 | Feb 20, 2025 | 144 | $433.5M |
| Turtle Creek Wealth Advisors, LLC | 0002007171 | Jan 23, 2025 | 75 | $433.5M |
| Blue Owl Capital Holdings LP | 0001858703 | Feb 14, 2025 | 78 | $434.0M |
| Camelot Capital Partners, LLC | 0001753570 | Feb 14, 2025 | 2 | $434.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0001731447 | Jan 16, 2025 | 107 | $434.3M |
| Single Point Partners, LLC | 0001801184 | Jan 29, 2025 | 81 | $434.3M |
| FLC Capital Advisors | 0001713697 | Jan 16, 2025 | 174 | $434.5M |
| Pathway Financial Advisors LLC | 0001738828 | Jan 31, 2025 | 164 | $434.7M |
| Presilium Private Wealth, LLC | 0001939831 | Jan 14, 2025 | 77 | $434.8M |
| Appian Way Asset Management LP | 0001795816 | Feb 14, 2025 | 30 | $434.9M |
| Stony Point Capital LLC | 0001776023 | Feb 14, 2025 | 36 | $435.2M |
| Naria Inc. | 0002012185 | Feb 14, 2025 | 1 | $435.2M |
| Sovereign Financial Group, Inc. | 0001846175 | Jan 14, 2025 | 284 | $435.6M |
| Pacific Ridge Capital Partners, LLC | 0001591546 | Feb 12, 2025 | 139 | $435.7M |
| Diligent Investors, LLC | 0001549042 | Feb 14, 2025 | 363 | $436.0M |
| Corrigan Financial, Inc. | 0001990951 | Jan 13, 2025 | 44 | $436.1M |
| JFG Wealth Management, LLC | 0001766972 | Feb 4, 2025 | 97 | $436.3M |
| NORTHSTAR ASSET MANAGEMENT Co | 0001132708 | Jan 29, 2025 | 144 | $436.3M |
| CMH Wealth Management LLC | 0001657516 | Jan 16, 2025 | 54 | $436.6M |
| Creekmur Asset Management LLC | 0002013091 | Feb 12, 2025 | 939 | $436.6M |
| Morgan Stanley Institutional Investment Advisors LLC | 0002026079 | Feb 13, 2025 | 3 | $436.8M |
| Centre Asset Management, LLC | 0001532472 | Jan 3, 2025 | 56 | $436.9M |
| Satovsky Asset Management LLC | 0001807288 | Feb 3, 2025 | 53 | $437.0M |
| Morse Asset Management, Inc | 0001705711 | Feb 14, 2025 | 327 | $437.0M |
| SIG North Trading, ULC | 0001868643 | Feb 14, 2025 | 66 | $437.2M |
| Shorepoint Capital Partners LLC | 0001759476 | Feb 14, 2025 | 100 | $437.4M |
| Kozak & Associates, Inc. | 0001764970 | Jan 6, 2025 | 439 | $437.5M |
| Financial Gravity Companies, Inc. | 0001377167 | Feb 14, 2025 | 997 | $437.8M |
| Balboa Wealth Partners | 0001929008 | Feb 10, 2025 | 337 | $438.1M |
| Laffer Tengler Investments, Inc. | 0001307878 | Feb 6, 2025 | 146 | $438.1M |
| Community Bank & Trust, Waco, Texas | 0001654847 | Jan 29, 2025 | 140 | $438.1M |
| Pacific Sage Partners, LLC | 0001936845 | Jan 24, 2025 | 105 | $438.5M |
| Park Presidio Capital LLC | 0001596510 | Feb 14, 2025 | 11 | $439.1M |
| GenWealth Group, Inc. | 0001713678 | Jan 15, 2025 | 74 | $439.3M |
| IPG Investment Advisors LLC | 0001602237 | Feb 12, 2025 | 174 | $439.5M |
| Garrett Wealth Advisory Group, LLC | 0001729443 | Feb 6, 2025 | 99 | $439.6M |
| Northwest Quadrant Wealth Management, LLC | 0001697767 | Feb 14, 2025 | 75 | $439.7M |
| Old Second National Bank of Aurora | 0000903783 | Jan 23, 2025 | 508 | $439.8M |
| Key Financial Inc | 0001801720 | Jan 31, 2025 | 1,381 | $439.9M |
| Granger Management LLC | 0001842881 | Jan 17, 2025 | 7 | $440.0M |
| Ar Asset Management Inc. | 0001080166 | Feb 3, 2025 | 111 | $441.4M |
| First National Corp. /Ma/ | 0000816192 | Jan 29, 2025 | 153 | $441.7M |
| Privium Fund Management B.V. | 0001795097 | Feb 11, 2025 | 64 | $441.9M |
| Pettinga Financial Advisors LLC | 0001694592 | Feb 18, 2025 | 124 | $442.0M |
| WESPAC Advisors SoCal, LLC | 0001668188 | Jan 27, 2025 | 99 | $442.1M |
| Riversedge Advisors, LLC | 0001787663 | Jan 15, 2025 | 99 | $442.3M |
| Beryl Capital Management LLC | 0001719307 | Feb 14, 2025 | 31 | $442.6M |
| O'Dell Group, LLC | 0001742569 | Feb 7, 2025 | 104 | $442.8M |
| Brilliance Asset Management Ltd. | 0001665751 | Feb 12, 2025 | 7 | $443.9M |
| Icon Advisers Inc. | 0001058470 | Feb 13, 2025 | 175 | $444.0M |
| Grace & Mercy Foundation, Inc. | 0001715783 | Feb 14, 2025 | 17 | $444.2M |
| P/E Global LLC | 0001910344 | Jan 30, 2025 | 5 | $444.4M |
| Kentucky Farm Bureau Mutual Insurance Co | 0002131132 | May 15, 2026 | 68 | $444.8M |