| Walter Public Investments Inc. | 0001925251 | Oct 16, 2024 | 42 | $573.2M |
| Sora Investors LLC | 0001894532 | Nov 14, 2024 | 59 | $573.0M |
| Baron Silver Stevens Financial Advisors, LLC | 0001851395 | Oct 28, 2024 | 120 | $572.8M |
| Brasada Capital Management, LP | 0001643833 | Nov 14, 2024 | 137 | $572.7M |
| GC Wealth Management RIA, LLC | 0002011169 | Nov 4, 2024 | 296 | $572.6M |
| CFM Wealth Partners LLC | 0001801097 | Oct 23, 2024 | 143 | $572.6M |
| Peninsula Wealth, LLC | 0001600052 | Nov 14, 2024 | 98 | $572.5M |
| Mitchell Capital Management Co. | 0001080351 | Nov 12, 2024 | 108 | $572.2M |
| Cannon Financial Strategists, Inc. | 0002031123 | Oct 21, 2024 | 98 | $572.1M |
| Great Mountain Partners LLC | 0001815467 | Nov 12, 2024 | 2 | $572.0M |
| Value Holdings Management Co. LLC | 0001695658 | Nov 12, 2024 | 32 | $571.9M |
| Capital Insight Partners, LLC | 0001664385 | Oct 9, 2024 | 157 | $571.3M |
| GR Financial Group, LLC | 0002011751 | Oct 28, 2024 | 16 | $571.2M |
| Destiny Wealth Partners, LLC | 0001844369 | Oct 15, 2024 | 162 | $570.2M |
| Irenic Capital Management LP | 0001929389 | Nov 14, 2024 | 17 | $569.9M |
| Alpine Woods Capital Investors, LLC | 0001226886 | Nov 12, 2024 | 169 | $569.6M |
| SJS Investment Consulting Inc. | 0001894302 | Oct 16, 2024 | 1,657 | $566.7M |
| Al Mehwar Commercial Investments LLC | 0001801297 | Nov 12, 2024 | 1 | $566.5M |
| Bornite Capital Management LP | 0001800641 | Nov 13, 2024 | 36 | $565.8M |
| Sirios Capital Management L P | 0001104883 | Nov 12, 2024 | 64 | $565.0M |
| CFO4Life Group, LLC | 0001706351 | Nov 12, 2024 | 220 | $565.0M |
| Acorn Financial Advisory Services Inc. | 0001018561 | Nov 1, 2024 | 207 | $564.6M |
| Te Ahumairangi Investment Management Ltd | 0001832237 | Nov 21, 2024 | 83 | $564.1M |
| Affinity Wealth Management LLC | 0000810672 | Oct 11, 2024 | 103 | $563.7M |
| Capital Management Corp. | 0001074273 | Oct 30, 2024 | 79 | $563.0M |
| Cigna Investments Inc. | 0000049969 | Oct 28, 2024 | 466 | $563.0M |
| Advisory Research Inc. | 0000902584 | Nov 14, 2024 | 156 | $562.9M |
| Wahed Invest LLC | 0001763146 | Nov 14, 2024 | 219 | $562.1M |
| Embree Financial Group | 0002020860 | Oct 18, 2024 | 195 | $561.5M |
| Montanaro Asset Management Ltd | 0001831133 | Nov 4, 2024 | 47 | $561.1M |
| Troluce Capital Advisors LLC | 0001910321 | Nov 14, 2024 | 44 | $559.7M |
| Greystone Financial Group, LLC | 0001845302 | Oct 22, 2024 | 102 | $559.6M |
| Abacus Planning Group, Inc. | 0001602730 | Oct 2, 2024 | 218 | $559.5M |
| Oliver Luxxe Assets LLC | 0001666239 | Oct 11, 2024 | 183 | $559.4M |
| FRG Family Wealth Advisors LLC | 0001893327 | Nov 18, 2024 | 147 | $558.8M |
| PAX Financial Group, LLC | 0001803673 | Nov 13, 2024 | 225 | $557.6M |
| White Lighthouse Investment Management Inc. | 0001727593 | Oct 30, 2024 | 131 | $557.4M |
| Horst & Graben Wealth Management LLC | 0001818207 | Oct 21, 2024 | 154 | $557.1M |
| Sky Investment Group LLC | 0001333792 | Oct 21, 2024 | 140 | $556.9M |
| Sargent Investment Group, LLC | 0001766157 | Nov 6, 2024 | 216 | $556.6M |
| Mirador Capital Partners LP | 0001633446 | Oct 4, 2024 | 194 | $555.7M |
| Evolution Wealth Advisors, LLC | 0001763121 | Nov 6, 2024 | 131 | $554.3M |
| Hamilton Point Investment Advisors, LLC | 0001599746 | Nov 12, 2024 | 157 | $554.2M |
| Greenland Capital Management LP | 0001896430 | Nov 13, 2024 | 269 | $554.2M |
| Physician Wealth Advisors, Inc. | 0001795173 | Oct 16, 2024 | 183 | $554.2M |
| Leelyn Smith, LLC | 0001777817 | Nov 12, 2024 | 124 | $554.1M |
| Valley National Advisers Inc. | 0000773411 | Oct 24, 2024 | 733 | $553.9M |
| Grace & White Inc. | 0000903064 | Oct 21, 2024 | 132 | $553.7M |
| Eagle Strategies LLC | 0001907666 | Oct 25, 2024 | 210 | $553.6M |
| Pacific Global Investment Management Co. | 0000908431 | Nov 13, 2024 | 211 | $553.5M |
| Arthur M. Cohen & Associates, LLC | 0001692252 | Oct 30, 2024 | 140 | $553.5M |
| Crane Advisory, LLC | 0001951283 | Oct 15, 2024 | 43 | $553.1M |
| Private Capital Management LLC | 0001778185 | Nov 14, 2024 | 285 | $553.0M |
| Mraz, Amerine & Associates, Inc. | 0001542324 | Jul 24, 2025 | 167 | $552.9M |
| James J. Burns & Company, LLC | 0001949059 | Oct 30, 2024 | 141 | $552.8M |
| Bordeaux Wealth Advisors LLC | 0001821271 | Nov 4, 2024 | 161 | $552.8M |
| Human Investing LLC | 0001767513 | Oct 28, 2024 | 99 | $552.8M |
| D L Carlson Investment Group Inc. | 0001021117 | Nov 13, 2024 | 145 | $552.5M |
| Kemnay Advisory Services Inc. | 0001555283 | Nov 14, 2024 | 24 | $552.2M |
| Advocate Group LLC | 0001853401 | Oct 9, 2024 | 118 | $551.5M |
| Blueprint Investment Partners LLC | 0001794467 | Nov 13, 2024 | 164 | $551.5M |
| Carolinas Wealth Consulting LLC | 0001803425 | Nov 12, 2024 | 1,052 | $551.2M |
| Wedgewood Partners Inc. | 0000859804 | Nov 14, 2024 | 19 | $550.8M |
| Wealthstream Advisors, Inc. | 0001833780 | Nov 6, 2024 | 162 | $550.2M |
| Elk River Wealth Management LLC | 0001844107 | Oct 11, 2024 | 97 | $549.8M |
| Moody Aldrich Partners LLC | 0000936941 | Oct 22, 2024 | 192 | $549.7M |
| Occudo Quantitative Strategies LP | 0001819697 | Nov 14, 2024 | 670 | $548.9M |
| Lawson Kroeker Investment Management Inc. | 0001013701 | Oct 15, 2024 | 88 | $548.8M |
| Stablepoint Partners, LLC | 0002011237 | Oct 11, 2024 | 239 | $548.8M |
| Tobam | 0001527488 | Oct 9, 2024 | 319 | $548.4M |
| DORCHESTER WEALTH MANAGEMENT Co | 0001649888 | Oct 22, 2024 | 162 | $548.2M |
| Duncker Streett & Co. Inc. | 0001020585 | Nov 12, 2024 | 488 | $548.0M |
| Amarillo National Bank | 0001053013 | Oct 24, 2024 | 88 | $547.4M |
| Well Done, LLC | 0001667132 | Oct 17, 2024 | 179 | $547.2M |
| Divergent Wealth Advisors | 0001731275 | Oct 30, 2024 | 33 | $547.0M |
| Gleason Group, Inc. | 0001822632 | Oct 15, 2024 | 192 | $546.0M |
| Bell Asset Management Ltd | 0001681004 | Nov 13, 2024 | 64 | $545.9M |
| Wilsey Asset Management Inc. | 0001598379 | Oct 15, 2024 | 22 | $545.3M |
| Bell Investment Advisors, Inc | 0001890149 | Nov 13, 2024 | 1,878 | $545.2M |
| Thrive Wealth Management, LLC | 0001847610 | Oct 4, 2024 | 214 | $545.0M |
| CRA Financial Services, LLC | 0001765594 | Oct 10, 2024 | 267 | $545.0M |
| Alpha Omega Wealth Management LLC | 0001665633 | Oct 3, 2024 | 205 | $544.7M |
| Waterfront Capital Partners, LLC | 0001595077 | Nov 14, 2024 | 33 | $544.1M |
| Kowal Investment Group, LLC | 0001846786 | Oct 16, 2024 | 200 | $543.6M |
| TRB Advisors LP | 0001513300 | Oct 9, 2024 | 5 | $543.3M |
| Qsemble Capital Management, LP | 0001766159 | Nov 13, 2024 | 357 | $543.2M |
| White Mountains Insurance Group Ltd. | 0000776867 | Nov 12, 2024 | 2 | $543.2M |
| CoreCommodity Management, LLC | 0001301743 | Nov 14, 2024 | 134 | $543.2M |
| Pettyjohn, Wood & White, Inc. | 0001128213 | Nov 12, 2024 | 196 | $543.0M |
| Fourpath Capital Management, LLC | 0001894484 | Nov 8, 2024 | 781 | $542.9M |
| Capital Advisors Wealth Management, LLC | 0001824700 | Oct 15, 2024 | 167 | $542.8M |
| Euro Pacific Asset Management, LLC | 0001796651 | Nov 6, 2024 | 75 | $542.5M |
| Divisar Capital Management LLC | 0001645721 | Nov 14, 2024 | 31 | $542.1M |
| Crow's Nest Holdings LP | 0001898772 | Nov 14, 2024 | 9 | $541.8M |
| Yiheng Capital Management, L.P. | 0001447228 | Nov 12, 2024 | 17 | $541.5M |
| Speece Thorson Capital Group Inc. | 0000900169 | Nov 5, 2024 | 42 | $541.3M |
| Eisler Capital (US) LLC | 0001928502 | Nov 14, 2024 | 151 | $541.0M |
| Fortis Group Advisors, LLC | 0001815183 | Oct 21, 2024 | 496 | $541.0M |
| IAG Wealth Partners, LLC | 0001827261 | Oct 29, 2024 | 490 | $541.0M |
| Winslow Asset Management Inc. | 0001286534 | Nov 4, 2024 | 77 | $540.8M |