| Buck Wealth Strategies, LLC | 0001973259 | Jan 27, 2025 | 79 | $481.2M |
| Financial Management Network Inc. | 0001844831 | Feb 3, 2025 | 160 | $481.1M |
| Prestige Wealth Management Group LLC | 0001772715 | Feb 20, 2026 | 1,044 | $480.8M |
| Iowa State Bank | 0001546967 | Jan 6, 2025 | 106 | $480.6M |
| CloudAlpha Capital Management Limited/Hong Kong | 0001745907 | Feb 7, 2025 | 24 | $480.5M |
| Harfst & Associates, Inc. | 0001649147 | Feb 5, 2025 | 93 | $480.0M |
| Unique Wealth, LLC | 0001957124 | Jan 13, 2025 | 141 | $479.8M |
| Bearing Point Capital, LLC | 0002052916 | Feb 14, 2025 | 162 | $479.6M |
| Simplicity Wealth,LLC | 0001913243 | Feb 7, 2025 | 323 | $479.6M |
| Chemung Canal Trust Co. | 0000790354 | Jan 21, 2025 | 124 | $479.5M |
| Sachem Hill LLC | 0001994333 | Feb 4, 2025 | 68 | $479.2M |
| First National Bank & Trust Co. of Newtown | 0001339908 | Feb 3, 2025 | 134 | $479.1M |
| Bricktown Capital, LLC | 0001934657 | Jan 16, 2025 | 24 | $479.0M |
| Heron Bay Capital Management | 0001842149 | Feb 11, 2025 | 112 | $478.6M |
| Talon Private Wealth, LLC | 0001990467 | Apr 1, 2025 | 295 | $478.5M |
| Rowlandmiller & Partners.adv | 0000225816 | Feb 4, 2025 | 185 | $478.5M |
| Te Ahumairangi Investment Management Ltd | 0001832237 | Feb 12, 2025 | 81 | $478.5M |
| Core Alternative Capital | 0001776878 | Jan 29, 2025 | 360 | $478.4M |
| SeaBridge Investment Advisors LLC | 0001304229 | Jan 24, 2025 | 202 | $478.1M |
| Marotta Asset Management | 0001802091 | Jan 10, 2025 | 110 | $478.0M |
| Fulcrum Capital LLC | 0001724090 | Jan 13, 2025 | 113 | $477.6M |
| Ironwood Financial, llc | 0001630360 | Jan 16, 2025 | 158 | $476.7M |
| Arlington Trust Co LLC | 0001997685 | Jan 29, 2025 | 551 | $476.5M |
| Mitchell McLeod Pugh & Williams Inc. | 0001632105 | Jan 16, 2025 | 256 | $476.5M |
| Conversant Capital LLC | 0001850901 | Feb 14, 2025 | 11 | $476.4M |
| Hunter Perkins Capital Management, LLC | 0001808919 | Jan 22, 2025 | 104 | $476.3M |
| 111 Capital | 0002060412 | Mar 18, 2025 | 383 | $476.3M |
| Burton Enright Welch | 0002105919 | Mar 9, 2026 | 98 | $476.2M |
| Essex LLC | 0001889147 | Jan 28, 2025 | 169 | $476.2M |
| Lincoln Capital LLC | 0001633862 | Jan 16, 2025 | 116 | $475.7M |
| Brass Tax Wealth Management, Inc. | 0002002603 | Apr 29, 2025 | 205 | $475.2M |
| Gould Asset Management LLC | 0001091961 | Feb 7, 2025 | 164 | $474.9M |
| New Hampshire Trust | 0001961742 | Jan 16, 2025 | 175 | $474.6M |
| Westside Investment Management, Inc. | 0001538383 | Jan 17, 2025 | 986 | $474.5M |
| Crow's Nest Holdings LP | 0001898772 | Feb 14, 2025 | 9 | $474.0M |
| Renaissance Investment Group LLC | 0001509508 | Jan 16, 2025 | 78 | $473.7M |
| Iat Reinsurance Co. LTD. | 0001633625 | Feb 12, 2025 | 74 | $473.7M |
| Tyche Wealth Partners LLC | 0002004818 | Jan 27, 2025 | 301 | $473.5M |
| Watts Gwilliam & Co., LLC | 0001657733 | Jan 10, 2025 | 208 | $473.2M |
| Wealth Alliance Advisory Group, LLC | 0001735734 | Jan 15, 2025 | 188 | $473.1M |
| Citizens National Bank Trust Department | 0001806425 | Feb 3, 2025 | 351 | $472.9M |
| Curbstone Financial Management Corp | 0001608057 | Jan 22, 2025 | 190 | $472.2M |
| Northwest Wealth Management, LLC | 0001695344 | Feb 10, 2025 | 167 | $471.9M |
| Twele Capital Management, Inc. | 0001411268 | Jan 14, 2025 | 40 | $471.7M |
| Black Swift Group, LLC | 0001704212 | Feb 6, 2025 | 120 | $471.6M |
| Aspen Grove Capital, LLC | 0001806027 | Feb 14, 2025 | 203 | $471.5M |
| Advisory Resource Group | 0001764968 | Jan 28, 2025 | 158 | $471.2M |
| SFE Investment Counsel | 0001317784 | Jan 30, 2025 | 114 | $470.9M |
| Raub Brock Capital Management LP | 0001554656 | Jan 15, 2025 | 39 | $470.6M |
| Mason Capital Management LLC | 0001218735 | Feb 14, 2025 | 4 | $470.5M |
| Studio Investment Management LLC | 0001893893 | Feb 14, 2025 | 330 | $470.3M |
| Ancient Art, L.P. | 0001426749 | Feb 14, 2025 | 14 | $470.0M |
| Dash Acquisitions Inc. | 0001745885 | Feb 3, 2025 | 61 | $469.8M |
| Bright Rock Capital Management, LLC | 0001509973 | Jan 14, 2025 | 71 | $468.9M |
| Panview Capital Ltd | 0002035224 | Feb 4, 2025 | 10 | $468.8M |
| Montag & Caldwell, LLC | 0000067698 | Feb 13, 2025 | 137 | $468.7M |
| Topsail Wealth Management, LLC | 0002056627 | Feb 14, 2025 | 202 | $468.2M |
| Centerbridge Partners, L.P. | 0001484836 | Feb 14, 2025 | 8 | $468.2M |
| Goodman Financial Corp | 0001382303 | Feb 11, 2025 | 70 | $468.1M |
| Contravisory Investment Management, Inc. | 0001365707 | Jan 14, 2025 | 392 | $467.7M |
| SkyOak Wealth, LLC | 0001800379 | Jan 24, 2025 | 255 | $467.5M |
| Steginsky Capital LLC | 0001120048 | Feb 11, 2025 | 7 | $466.9M |
| RV Capital AG | 0001766596 | Jan 22, 2025 | 11 | $466.6M |
| Lafayette Investments, Inc. | 0001308377 | Feb 13, 2025 | 149 | $466.6M |
| World Equity Group, Inc. | 0000878770 | Feb 4, 2025 | 358 | $466.4M |
| Decheng Capital LLC | 0002010850 | Feb 14, 2025 | 28 | $466.2M |
| PenderFund Capital Management Ltd. | 0001706164 | Feb 14, 2025 | 129 | $465.4M |
| SilverOak Wealth Management LLC | 0001764766 | Jan 31, 2025 | 99 | $464.9M |
| Bwcp, LP | 0001787893 | Feb 14, 2025 | 25 | $464.7M |
| Corsair Capital Management, L.P. | 0001276470 | Feb 14, 2025 | 119 | $464.6M |
| Maia Wealth LLC | 0002010858 | Feb 5, 2025 | 324 | $464.6M |
| Huntleigh Advisors, Inc. | 0001367653 | Apr 29, 2025 | 261 | $464.5M |
| Legacy Financial Strategies, LLC | 0001723925 | Jan 28, 2025 | 119 | $464.4M |
| Overbrook Management Corp | 0001269786 | Jan 16, 2025 | 51 | $464.3M |
| Vantage Wealth | 0001569174 | Jan 21, 2025 | 32 | $464.3M |
| Optas, LLC | 0001802961 | Jan 24, 2025 | 282 | $464.2M |
| Woodard & Co. Asset Management Group Inc. | 0000771118 | Jan 31, 2025 | 126 | $464.0M |
| Versant Capital Management, Inc | 0001735057 | Jan 3, 2025 | 2,377 | $463.9M |
| Euro Pacific Asset Management, LLC | 0001796651 | Jan 21, 2025 | 71 | $463.9M |
| one8zero8, LLC | 0002053138 | Feb 10, 2025 | 261 | $463.7M |
| Atlas Venture Advisors, Inc. | 0001767432 | Feb 11, 2025 | 4 | $463.4M |
| Kesler, Norman & Wride, LLC | 0001840455 | Feb 12, 2025 | 214 | $463.3M |
| Welch Capital Partners LLC | 0001042063 | Feb 14, 2025 | 21 | $463.1M |
| Cornerstone Advisors Asset Management, LLC | 0002044324 | Jan 31, 2025 | 106 | $462.8M |
| Clearstead Trust, LLC | 0001708001 | Feb 10, 2025 | 430 | $462.7M |
| AlphaCore Capital LLC | 0001713662 | Feb 21, 2025 | 258 | $462.7M |
| Kirr Marbach & Co. LLC | 0000764112 | Jan 23, 2025 | 57 | $462.2M |
| M. Kulyk & Associates, LLC | 0001842370 | Feb 7, 2025 | 105 | $462.1M |
| Matauro, LLC | 0002052964 | Feb 3, 2025 | 118 | $461.9M |
| Atmos Capital Gestao DE Recursos Ltda. | 0001832439 | Feb 14, 2025 | 12 | $461.1M |
| Lynch & Associates | 0001108965 | Jan 10, 2025 | 116 | $460.9M |
| Divisar Capital Management LLC | 0001645721 | Feb 14, 2025 | 30 | $460.7M |
| Kahn Brothers Group Inc. | 0001039565 | Feb 14, 2025 | 52 | $460.4M |
| Kettle Hill Capital Management, LLC | 0001387369 | Feb 14, 2025 | 36 | $460.3M |
| Safeguard Financial, LLC | 0001922498 | Jan 14, 2025 | 114 | $460.2M |
| Sands Capital Alternatives, LLC | 0001846444 | Feb 13, 2025 | 21 | $459.7M |
| Aljian Capital Management, LLC | 0001731260 | Jan 30, 2025 | 116 | $459.7M |
| Altiora Financial Group, LLC | 0001986156 | Feb 7, 2025 | 93 | $459.6M |
| Abundance Wealth Counselors | 0001767080 | Jan 24, 2025 | 141 | $459.5M |
| Perennial Advisors, LLC | 0001697360 | Feb 21, 2025 | 76 | $459.4M |