| Lebenthal Global Advisors, LLC | 0001845766 | Jul 24, 2024 | 177 | $456.1M |
| TMD Wealth Management, LLC | 0001842820 | Aug 8, 2024 | 54 | $456.0M |
| Conversant Capital LLC | 0001850901 | Aug 14, 2024 | 14 | $455.9M |
| Independent Investors Inc. | 0001121908 | Jul 16, 2024 | 67 | $455.7M |
| HughesLittle Investment Management Ltd. | 0002106035 | Mar 20, 2026 | 17 | $455.7M |
| Marietta Investment Partners LLC | 0001114702 | Aug 14, 2024 | 160 | $455.4M |
| Catalyst Financial Partners LLC | 0001927537 | Jul 25, 2024 | 245 | $455.1M |
| Boston Standard Wealth Management, LLC | 0001630939 | Jul 10, 2024 | 47 | $454.9M |
| Cornerstone Management, Inc. | 0001587867 | Jul 24, 2024 | 54 | $454.8M |
| Valor Management LLC | 0001846237 | Aug 14, 2024 | 6 | $454.7M |
| Atlas Venture Advisors, Inc. | 0001767432 | Aug 5, 2024 | 5 | $454.6M |
| OAKMONT Corp | 0000924171 | Aug 1, 2024 | 32 | $454.6M |
| Call To Action Foundation | 0001981942 | Aug 8, 2024 | 1 | $454.3M |
| Jackson Hole Capital Partners, LLC | 0001767049 | Aug 13, 2024 | 273 | $454.0M |
| Oarsman Capital, Inc. | 0001569667 | Aug 12, 2024 | 230 | $454.0M |
| GR Financial Group, LLC | 0002011751 | Aug 7, 2024 | 17 | $453.5M |
| United Capital Management of KS, Inc. | 0001753219 | Jul 31, 2024 | 74 | $453.5M |
| JB Capital Partners LP | 0001138532 | Aug 14, 2024 | 78 | $453.5M |
| Delta Investment Management, LLC | 0001757043 | Aug 14, 2024 | 214 | $453.2M |
| Princeton Global Asset Management LLC | 0001767349 | Aug 12, 2024 | 682 | $453.1M |
| Gibson Capital, LLC | 0001427372 | Jul 15, 2024 | 71 | $452.9M |
| Iowa State Bank | 0001546967 | Jul 23, 2024 | 105 | $452.5M |
| SevenBridge Financial Group, LLC | 0001673954 | Aug 9, 2024 | 207 | $452.2M |
| LJI Wealth Management, LLC | 0001988563 | Aug 12, 2024 | 185 | $452.1M |
| Trifecta Capital Advisors, LLC | 0001962615 | Aug 7, 2024 | 418 | $451.7M |
| Contravisory Investment Management, Inc. | 0001365707 | Jul 10, 2024 | 346 | $451.6M |
| Stieven Capital Advisors, L.P. | 0001388279 | Aug 1, 2024 | 45 | $451.5M |
| Noesis Capital Mangement Corp. | 0001262677 | Aug 5, 2024 | 105 | $451.0M |
| SFE Investment Counsel | 0001317784 | Aug 5, 2024 | 119 | $450.9M |
| Strategy Asset Managers LLC | 0001166716 | Aug 2, 2024 | 242 | $450.5M |
| TBH Global Asset Management, LLC | 0001787125 | Aug 5, 2024 | 224 | $450.1M |
| Presima Securities ULC | 0001399360 | Aug 9, 2024 | 52 | $449.6M |
| Schneider Downs Wealth Management Advisors, LP | 0001665359 | Aug 7, 2024 | 131 | $449.4M |
| Cypress Wealth Services, LLC | 0001721527 | Jul 12, 2024 | 259 | $449.2M |
| Citizens National Bank Trust Department | 0001806425 | Jul 22, 2024 | 346 | $449.1M |
| Goodman Financial Corp | 0001382303 | Aug 5, 2024 | 71 | $449.0M |
| Family Firm, Inc. | 0001602603 | Jul 24, 2024 | 892 | $448.5M |
| Lincoln Capital LLC | 0001633862 | Jul 23, 2024 | 109 | $448.1M |
| SYSTM Wealth Solutions LLC | 0001961893 | Aug 12, 2024 | 660 | $448.1M |
| Untitled Investments LP | 0001808696 | Aug 14, 2024 | 18 | $447.9M |
| Dechtman Wealth Management, LLC | 0001992316 | Jul 29, 2024 | 61 | $447.4M |
| Essex LLC | 0001889147 | Jul 23, 2024 | 155 | $447.1M |
| 5AM Venture Management, LLC | 0001799883 | Aug 14, 2024 | 28 | $447.1M |
| Manitou Investment Management Ltd. | 0001657428 | Jul 19, 2024 | 55 | $447.0M |
| Gallagher Fiduciary Advisors, LLC | 0001527781 | Aug 14, 2024 | 256 | $446.2M |
| Ironwood Financial, llc | 0001630360 | Jul 19, 2024 | 148 | $446.0M |
| Pier 88 Investment Partners LLC | 0001697366 | Aug 6, 2024 | 96 | $446.0M |
| Perennial Advisors, LLC | 0001697360 | Jul 23, 2024 | 111 | $445.9M |
| Summit X, LLC | 0001697729 | Aug 13, 2024 | 235 | $445.7M |
| Maxi Investments CY Ltd | 0001838222 | Aug 8, 2024 | 111 | $445.3M |
| Global IMC LLC | 0001741619 | Aug 12, 2024 | 88 | $445.0M |
| O'Brien Wealth Partners LLC | 0001689874 | Jul 22, 2024 | 62 | $444.9M |
| Covenant Asset Management, LLC | 0001697717 | Aug 2, 2024 | 142 | $444.8M |
| Crow's Nest Holdings LP | 0001898772 | Aug 14, 2024 | 8 | $444.8M |
| Icon Advisers Inc. | 0001058470 | Aug 14, 2024 | 182 | $444.1M |
| Gagnon Securities LLC | 0001125725 | Aug 14, 2024 | 97 | $444.0M |
| Wealth Alliance Advisory Group, LLC | 0001735734 | Jul 30, 2024 | 192 | $444.0M |
| Lynch & Associates | 0001108965 | Aug 6, 2024 | 119 | $443.8M |
| White Mountains Insurance Group Ltd. | 0000776867 | Aug 8, 2024 | 2 | $443.7M |
| Iridian Asset Management LLC | 0001033427 | Jul 26, 2024 | 51 | $443.1M |
| Advisory Resource Group | 0001764968 | Jul 24, 2024 | 155 | $443.1M |
| Matrix Trust Co | 0001784277 | Jul 10, 2024 | 171 | $442.9M |
| First Personal Financial Services | 0001633869 | Jul 30, 2024 | 359 | $442.2M |
| Grace & Mercy Foundation, Inc. | 0001715783 | Aug 14, 2024 | 19 | $442.0M |
| Wooster Corthell Wealth Management, Inc. | 0001566968 | Jul 25, 2024 | 51 | $442.0M |
| Requisite Capital Management, LLC | 0001730573 | Aug 2, 2024 | 82 | $441.8M |
| Twele Capital Management, Inc. | 0001411268 | Jul 11, 2024 | 39 | $441.1M |
| Q3 Asset Management | 0001732543 | Jul 30, 2024 | 48 | $440.7M |
| Breakwater Capital Group | 0001964309 | Jul 26, 2024 | 276 | $440.7M |
| Greenfield FTC, Inc. | 0001842727 | Jul 15, 2024 | 4 | $440.3M |
| Huber Capital Management LLC | 0001511697 | Aug 13, 2024 | 95 | $440.2M |
| Jacobson & Schmitt Advisors, LLC | 0001632096 | Aug 12, 2024 | 71 | $440.0M |
| Lafayette Investments, Inc. | 0001308377 | Jul 31, 2024 | 142 | $439.8M |
| Studio Investment Management LLC | 0001893893 | Aug 7, 2024 | 303 | $439.5M |
| Kentucky Farm Bureau Mutual Insurance Co | 0002131132 | May 15, 2026 | 73 | $439.2M |
| Fulcrum Capital LLC | 0001724090 | Jul 22, 2024 | 108 | $439.2M |
| McRae Capital Management Inc. | 0000320376 | Jul 24, 2024 | 92 | $438.6M |
| Kelly Lawrence W & Associates Inc. | 0000920441 | Aug 13, 2024 | 178 | $438.6M |
| Aire Advisors, LLC | 0001908177 | Aug 1, 2024 | 160 | $438.4M |
| New Hampshire Trust | 0001961742 | Jul 15, 2024 | 172 | $438.3M |
| Mitchell McLeod Pugh & Williams Inc. | 0001632105 | Jul 31, 2024 | 263 | $438.1M |
| Sweet Financial Partners, LLC | 0001908936 | Jul 18, 2024 | 191 | $437.7M |
| Opaleye Management Inc. | 0001595855 | Aug 14, 2024 | 51 | $437.7M |
| Gramercy Funds Management LLC | 0001548836 | Aug 14, 2024 | 2 | $437.5M |
| Standpoint Asset Management, LLC | 0001780423 | Aug 14, 2024 | 8 | $437.4M |
| Great Point Wealth Advisors, LLC | 0001760304 | Jul 29, 2024 | 54 | $437.4M |
| Westside Investment Management, Inc. | 0001538383 | Jul 17, 2024 | 987 | $436.9M |
| Regent Peak Wealth Advisors LLC | 0001803329 | Aug 14, 2024 | 163 | $436.8M |
| IDG China Venture Capital Fund IV Associates L.P. | 0001609021 | Aug 6, 2024 | 4 | $436.6M |
| Independent Solutions Wealth Management, LLC | 0001818391 | Dec 19, 2024 | 168 | $436.5M |
| Fourth Sail Capital LP | 0001803158 | Aug 9, 2024 | 22 | $436.3M |
| Quadrant Private Wealth Management, LLC | 0001727454 | Aug 13, 2024 | 252 | $435.6M |
| Centre Asset Management, LLC | 0001532472 | Jul 2, 2024 | 61 | $435.6M |
| Fermata Advisors, LLC | 0001859259 | Jul 12, 2024 | 228 | $435.4M |
| Steginsky Capital LLC | 0001120048 | Aug 14, 2024 | 7 | $435.3M |
| Adams Wealth Management | 0001803084 | Jul 16, 2024 | 104 | $434.3M |
| CacheTech Inc. | 0002013390 | Aug 1, 2024 | 104 | $434.3M |
| Burton Enright Welch | 0002105919 | Mar 9, 2026 | 92 | $433.8M |
| Vantage Wealth | 0001569174 | Jul 16, 2024 | 33 | $433.6M |
| Gould Asset Management LLC | 0001091961 | Aug 5, 2024 | 164 | $433.5M |