| Long Run Wealth Advisors, LLC | 0001903296 | Apr 10, 2025 | 102 | $441.0M |
| Vickerman Investment Advisors, Inc. | 0001898296 | Apr 29, 2025 | 84 | $441.5M |
| Capital Management Associates, Inc | 0002008851 | Apr 30, 2025 | 129 | $441.6M |
| New World Advisors LLC | 0001767724 | Apr 23, 2025 | 79 | $441.7M |
| Brady Martz Wealth Solutions, LLC | 0002049470 | Apr 21, 2025 | 139 | $441.7M |
| Webs Creek Capital Management LP | 0001825309 | May 15, 2025 | 17 | $441.8M |
| P/E Global LLC | 0001910344 | Apr 17, 2025 | 4 | $441.8M |
| Shorepoint Capital Partners LLC | 0001759476 | May 13, 2025 | 101 | $442.0M |
| Triata Capital Ltd | 0002014039 | May 14, 2025 | 12 | $442.0M |
| IPG Investment Advisors LLC | 0001602237 | May 9, 2025 | 169 | $442.0M |
| Vantage Wealth | 0001569174 | Apr 9, 2025 | 31 | $442.2M |
| San Luis Wealth Advisors LLC | 0001844709 | Apr 18, 2025 | 135 | $442.2M |
| Spinnaker Investment Group, LLC | 0001911067 | Apr 22, 2025 | 104 | $442.2M |
| SMI Advisory Services, LLC | 0001609008 | Apr 10, 2025 | 43 | $442.2M |
| Black Swift Group, LLC | 0001704212 | May 6, 2025 | 115 | $442.3M |
| Mizuho Bank, Ltd. | 0001512734 | May 14, 2025 | 6 | $442.9M |
| ESL Trust Services, LLC | 0001785545 | May 12, 2025 | 312 | $443.1M |
| Requisite Capital Management, LLC | 0001730573 | Apr 15, 2025 | 87 | $443.4M |
| Manchester Financial Inc. | 0000866590 | May 13, 2025 | 122 | $443.9M |
| Pacific Sage Partners, LLC | 0001936845 | Apr 23, 2025 | 110 | $444.2M |
| Financial Management Network Inc. | 0001844831 | May 7, 2025 | 153 | $444.4M |
| FSM Wealth Advisors, LLC | 0001942548 | Apr 28, 2025 | 211 | $444.6M |
| Gateway Wealth Partners, LLC | 0001966037 | May 1, 2025 | 311 | $445.1M |
| FLC Capital Advisors | 0001713697 | May 5, 2025 | 184 | $445.7M |
| Presilium Private Wealth, LLC | 0001939831 | Apr 10, 2025 | 71 | $446.4M |
| Cedar Mountain Advisors, LLC | 0001798986 | Apr 14, 2025 | 353 | $446.4M |
| MinichMacGregor Wealth Management, LLC | 0001744318 | Apr 22, 2025 | 125 | $446.4M |
| Independent Solutions Wealth Management, LLC | 0001818391 | Apr 23, 2025 | 173 | $446.7M |
| Satovsky Asset Management LLC | 0001807288 | May 1, 2025 | 55 | $446.9M |
| Blume Capital Management, Inc. | 0001587192 | May 6, 2025 | 458 | $446.9M |
| Presima Securities ULC | 0001399360 | May 16, 2025 | 49 | $447.1M |
| Garrett Wealth Advisory Group, LLC | 0001729443 | Apr 30, 2025 | 112 | $447.1M |
| Steginsky Capital LLC | 0001120048 | May 15, 2025 | 7 | $447.2M |
| TCP Asset Management, LLC | 0001961898 | Apr 28, 2025 | 89 | $447.4M |
| Elgethun Capital Management | 0001638022 | May 9, 2025 | 151 | $447.6M |
| Paradice Investment Management LLC | 0001620275 | May 12, 2025 | 24 | $447.7M |
| Family Firm, Inc. | 0001602603 | May 1, 2025 | 214 | $447.7M |
| Raub Brock Capital Management LP | 0001554656 | Apr 17, 2025 | 39 | $447.8M |
| Dash Acquisitions Inc. | 0001745885 | May 14, 2025 | 62 | $448.3M |
| Riversedge Advisors, LLC | 0001787663 | May 1, 2025 | 118 | $448.4M |
| LMG Wealth Partners, LLC | 0001965772 | May 2, 2025 | 128 | $448.8M |
| Opaleye Management Inc. | 0001595855 | May 15, 2025 | 45 | $449.2M |
| Liberty Capital Management, Inc. | 0001366838 | Apr 16, 2025 | 161 | $449.2M |
| Clearstead Trust, LLC | 0001708001 | May 9, 2025 | 878 | $449.3M |
| Philadelphia Financial Management of San Francisco, LLC | 0001351407 | May 15, 2025 | 42 | $450.0M |
| Westover Capital Advisors, LLC | 0001483467 | May 6, 2025 | 232 | $450.2M |
| Marino, Stram & Associates LLC | 0001099762 | Apr 21, 2025 | 166 | $450.4M |
| NBW Capital LLC | 0001512901 | May 12, 2025 | 100 | $451.0M |
| Fulcrum Capital LLC | 0001724090 | Apr 8, 2025 | 106 | $451.1M |
| Carrera Capital Advisors | 0002035329 | May 7, 2025 | 148 | $451.5M |
| Mattern Wealth Management LLC | 0001802376 | Apr 23, 2025 | 166 | $452.0M |
| First National Corp. /Ma/ | 0000816192 | Apr 11, 2025 | 160 | $452.9M |
| RV Capital AG | 0001766596 | Apr 14, 2025 | 11 | $453.0M |
| ThornTree Capital Partners LP | 0001688511 | May 15, 2025 | 19 | $453.0M |
| Winslow Asset Management Inc. | 0001286534 | May 2, 2025 | 75 | $453.3M |
| GenWealth Group, Inc. | 0001713678 | Apr 10, 2025 | 71 | $453.6M |
| Concord Asset Management, LLC | 0002031885 | May 2, 2025 | 122 | $453.7M |
| Pinion Investment Advisors, LLC | 0001738738 | Apr 17, 2025 | 150 | $453.8M |
| Drucker Wealth 3.0, LLC | 0002031642 | May 9, 2025 | 154 | $454.4M |
| Gagnon Securities LLC | 0001125725 | May 9, 2025 | 98 | $454.5M |
| Boston Standard Wealth Management, LLC | 0001630939 | Apr 8, 2025 | 47 | $454.9M |
| Chemung Canal Trust Co. | 0000790354 | Apr 30, 2025 | 122 | $455.0M |
| Herold Advisors, Inc. | 0001891713 | May 13, 2025 | 282 | $455.4M |
| Earned Wealth Advisors, LLC | 0001905663 | May 9, 2025 | 260 | $455.6M |
| Safeguard Financial, LLC | 0001922498 | Apr 11, 2025 | 105 | $456.5M |
| Cambridge Advisors Inc. | 0001633695 | Apr 24, 2025 | 175 | $456.6M |
| SkyOak Wealth, LLC | 0001800379 | May 1, 2025 | 245 | $456.6M |
| Maven Securities LTD | 0001633046 | May 14, 2025 | 267 | $457.5M |
| Towle & Co. | 0001224014 | May 15, 2025 | 50 | $457.6M |
| Marshall Financial Group, LLC | 0001841496 | Apr 16, 2025 | 232 | $457.8M |
| Vertex Planning Partners, LLC | 0001942341 | May 14, 2025 | 180 | $458.1M |
| Financial Gravity Asset Management, Inc. | 0001741736 | Apr 30, 2025 | 1,080 | $458.6M |
| Legacy Financial Strategies, LLC | 0001723925 | Apr 8, 2025 | 119 | $458.6M |
| Fiduciary Financial Group, LLC | 0001925420 | Apr 15, 2025 | 283 | $459.5M |
| Key Financial Inc | 0001801720 | May 1, 2025 | 1,383 | $459.5M |
| Advisors Management Group Inc. | 0000842766 | Apr 25, 2025 | 150 | $459.7M |
| Werba Rubin Papier Wealth Management | 0001971029 | May 7, 2025 | 192 | $459.8M |
| Steadview Capital Management LLC | 0001844008 | Apr 30, 2025 | 10 | $460.2M |
| Truvestments Capital LLC | 0001750405 | May 14, 2025 | 1,030 | $460.5M |
| Watts Gwilliam & Co., LLC | 0001657733 | May 13, 2025 | 205 | $460.8M |
| Citizens Business Bank | 0001948632 | May 14, 2025 | 100 | $461.0M |
| Rather & Kittrell, Inc. | 0001582112 | May 15, 2025 | 85 | $461.1M |
| Community Financial Services Group, LLC | 0001537319 | Apr 23, 2025 | 96 | $461.3M |
| Essex LLC | 0001889147 | Apr 25, 2025 | 168 | $461.5M |
| Sierra Summit Advisors LLC | 0002012614 | May 12, 2025 | 177 | $461.6M |
| Investors Research Corp | 0001730630 | Apr 8, 2025 | 962 | $461.7M |
| Tyche Wealth Partners LLC | 0002004818 | Apr 23, 2025 | 297 | $462.0M |
| Great Point Wealth Advisors, LLC | 0001760304 | Apr 28, 2025 | 56 | $462.2M |
| Governors Lane LP | 0001644187 | May 15, 2025 | 42 | $462.3M |
| Lynch & Associates | 0001108965 | Apr 17, 2025 | 118 | $462.3M |
| SilverOak Wealth Management LLC | 0001764766 | Apr 30, 2025 | 98 | $462.5M |
| Capricorn Investment Group LLC | 0001536261 | May 9, 2025 | 7 | $462.9M |
| Gibraltar Capital Management, Inc. | 0001625986 | Apr 30, 2025 | 99 | $462.9M |
| SeaBridge Investment Advisors LLC | 0001304229 | May 2, 2025 | 197 | $463.0M |
| Brooklyn Investment Group | 0001795705 | May 13, 2025 | 2,769 | $463.1M |
| Koch, Inc. | 0002027344 | May 9, 2025 | 5 | $463.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0001731447 | Apr 15, 2025 | 107 | $463.8M |
| Goodman Financial Corp | 0001382303 | May 8, 2025 | 61 | $464.0M |
| Bourgeon Capital Management LLC | 0001088731 | Apr 9, 2025 | 105 | $464.5M |
| McNamara Financial Services, Inc. | 0001622431 | Apr 11, 2025 | 89 | $464.8M |