| Blume Capital Management, Inc. | 0001587192 | Aug 5, 2024 | 317 | $413.5M |
| Franchise Capital Ltd | 0001859388 | Jul 11, 2024 | 9 | $413.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 0001132708 | Jul 18, 2024 | 142 | $413.4M |
| Broadleaf Partners, LLC | 0001712686 | Aug 12, 2024 | 75 | $413.3M |
| Cutter & CO Brokerage, Inc. | 0001406995 | Jul 31, 2024 | 207 | $412.6M |
| Wbi Investments, LLC | 0001397424 | Jul 30, 2024 | 164 | $412.6M |
| Morse Asset Management, Inc | 0001705711 | Aug 14, 2024 | 143 | $412.4M |
| Irenic Capital Management LP | 0001929389 | Aug 14, 2024 | 18 | $412.1M |
| WestHill Financial Advisors, Inc. | 0001759641 | Jul 19, 2024 | 70 | $412.1M |
| High Falls Advisors, Inc | 0001569139 | Aug 15, 2024 | 123 | $411.7M |
| Akuna Securities LLC | 0001529090 | Aug 2, 2024 | 1 | $411.5M |
| Burke & Herbert Bank & Trust Co. | 0001101250 | Jul 16, 2024 | 227 | $411.4M |
| Tyche Wealth Partners LLC | 0002004818 | Jul 18, 2024 | 276 | $410.9M |
| Round Rock Advisors LLC | 0001846991 | Aug 2, 2024 | 180 | $410.7M |
| ESL Trust Services, LLC | 0001785545 | Aug 12, 2024 | 258 | $410.6M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0001668155 | Jul 16, 2024 | 130 | $410.3M |
| Riversedge Advisors, LLC | 0001787663 | Jul 26, 2024 | 92 | $410.1M |
| Ignite Planners, LLC | 0001849348 | Jul 12, 2024 | 290 | $409.9M |
| LexAurum Advisors, LLC | 0001729677 | Jul 15, 2024 | 299 | $409.8M |
| VK Services, LLC | 0001501927 | Aug 13, 2024 | 7 | $409.7M |
| MinichMacGregor Wealth Management, LLC | 0001744318 | Jul 25, 2024 | 103 | $409.6M |
| Marino, Stram & Associates LLC | 0001099762 | Jul 18, 2024 | 164 | $409.3M |
| Park Presidio Capital LLC | 0001596510 | Aug 14, 2024 | 10 | $408.9M |
| Wildcat Capital Management, LLC | 0001582384 | Aug 14, 2024 | 16 | $408.6M |
| Keenan Capital, LLC | 0001647363 | Aug 14, 2024 | 9 | $408.4M |
| O'Dell Group, LLC | 0001742569 | Aug 15, 2024 | 90 | $408.1M |
| SC&H Financial Advisors, Inc. | 0001907898 | Aug 2, 2024 | 144 | $408.0M |
| Ashford Advisors, LLC | 0001861158 | Jul 15, 2024 | 15 | $407.5M |
| Charles-Lim Capital Ltd | 0001634255 | Aug 12, 2024 | 6 | $407.5M |
| PBMares Wealth Management LLC | 0001801682 | Jul 22, 2024 | 183 | $407.5M |
| Squadra Investments - Gestao DE Recursos Ltda. | 0001577806 | Aug 14, 2024 | 3 | $407.1M |
| Cranbrook Wealth Management, LLC | 0001599084 | Aug 9, 2024 | 311 | $406.5M |
| FLC Capital Advisors | 0001713697 | Jul 15, 2024 | 168 | $406.5M |
| Jackson Square Capital, LLC | 0001812178 | Aug 5, 2024 | 126 | $406.4M |
| CMH Wealth Management LLC | 0001657516 | Jul 11, 2024 | 49 | $406.3M |
| Northwest Quadrant Wealth Management, LLC | 0001697767 | Jul 12, 2024 | 62 | $406.3M |
| Manchester Financial Inc. | 0000866590 | Jul 17, 2024 | 104 | $406.2M |
| GenWealth Group, Inc. | 0001713678 | Jul 17, 2024 | 65 | $406.2M |
| America First Investment Advisors, LLC | 0001308778 | Aug 7, 2024 | 80 | $406.2M |
| Foyston, Gordon & Payne Inc | 0001322853 | Jul 30, 2024 | 55 | $405.7M |
| Am Investment Strategies LLC | 0001818897 | Jul 29, 2024 | 106 | $405.6M |
| Compass Wealth Management LLC | 0001965653 | Jul 16, 2024 | 399 | $405.2M |
| Silverarc Capital Management, LLC | 0001816307 | Aug 14, 2024 | 66 | $405.1M |
| Kozak & Associates, Inc. | 0001764970 | Jul 5, 2024 | 388 | $405.1M |
| Cedar Mountain Advisors, LLC | 0001798986 | Jul 11, 2024 | 348 | $405.0M |
| True Wealth Design, LLC | 0001966033 | Aug 14, 2024 | 780 | $404.6M |
| SMI Advisory Services, LLC | 0001609008 | Jul 15, 2024 | 59 | $404.4M |
| Alight Capital Management LP | 0001651473 | Aug 14, 2024 | 61 | $404.1M |
| Diligent Investors, LLC | 0001549042 | Jul 15, 2024 | 337 | $403.8M |
| Silver Lake Advisory, LLC | 0001596055 | Aug 15, 2024 | 94 | $403.7M |
| Pacific Sage Partners, LLC | 0001936845 | Aug 2, 2024 | 102 | $403.4M |
| Concord Asset Management, LLC | 0002031885 | Nov 7, 2024 | 131 | $403.2M |
| Wealth High Governance Capital Ltda | 0002028828 | Feb 7, 2025 | 41 | $403.2M |
| Sierra Summit Advisors LLC | 0002012614 | Aug 9, 2024 | 143 | $403.1M |
| Mountain Capital Investment Advisors Inc. | 0001714506 | Jul 16, 2024 | 49 | $403.0M |
| Knightsbridge Asset Management, LLC | 0001332811 | Aug 14, 2024 | 111 | $402.9M |
| Westwind Capital | 0001729269 | Jul 10, 2024 | 41 | $402.9M |
| Coastal Bridge Advisors, LLC | 0001665976 | Aug 16, 2024 | 169 | $402.5M |
| Abacus FCF Advisors LLC | 0001604903 | Jul 18, 2024 | 150 | $402.4M |
| Vantage Financial Partners Ltd., Inc. | 0001693809 | Aug 14, 2024 | 103 | $402.4M |
| Clearstead Trust, LLC | 0001708001 | Aug 9, 2024 | 433 | $402.1M |
| Galibier Capital Management Ltd. | 0001765768 | Jul 26, 2024 | 42 | $402.1M |
| Legacy Trust | 0001772483 | Jul 16, 2024 | 143 | $402.1M |
| Grand Jean Capital Management Inc. | 0001277158 | Aug 14, 2024 | 45 | $401.4M |
| Sovereign Financial Group, Inc. | 0001846175 | Jul 15, 2024 | 279 | $401.2M |
| LMG Wealth Partners, LLC | 0001965772 | Aug 2, 2024 | 122 | $401.1M |
| Woodard & Co. Asset Management Group Inc. | 0000771118 | Jul 31, 2024 | 116 | $400.9M |
| Johnson & Johnson | 0000200406 | Aug 9, 2024 | 20 | $400.7M |
| Castle Rock Wealth Management, LLC | 0001727605 | Jul 12, 2024 | 236 | $400.5M |
| Financial Gravity Asset Management, Inc. | 0001741736 | Aug 6, 2024 | 1,432 | $400.4M |
| Community Bank & Trust, Waco, Texas | 0001654847 | Aug 2, 2024 | 137 | $400.3M |
| Advisors Management Group Inc. | 0000842766 | Jul 31, 2024 | 158 | $400.2M |
| Dohj, LLC | 0001801881 | Aug 9, 2024 | 138 | $400.2M |
| Juniper Hill Capital Management LP | 0001803460 | Aug 7, 2024 | 5 | $400.1M |
| Waypoint Capital Advisors, LLC | 0001905662 | Jul 25, 2024 | 121 | $400.1M |
| Origin Asset Management LLP | 0001484040 | Jul 25, 2024 | 10 | $400.0M |
| Miramar Capital, LLC | 0001767812 | Aug 12, 2024 | 57 | $400.0M |
| Stordahl Capital Management, Inc. | 0001729093 | Jul 15, 2024 | 51 | $399.6M |
| Hartree Partners, LP | 0001597857 | Aug 14, 2024 | 59 | $399.6M |
| Milestone Asset Management, LLC | 0001964722 | Jul 19, 2024 | 190 | $399.5M |
| Northwest Investment Counselors, LLC | 0001428350 | Jul 15, 2024 | 145 | $399.4M |
| BTG Pactual Asset Management US LLC | 0001569579 | Aug 13, 2024 | 111 | $399.1M |
| Pettinga Financial Advisors LLC | 0001694592 | Jul 25, 2024 | 120 | $399.1M |
| Susquehanna International Group Ltd. | 0001765924 | Aug 15, 2024 | 79 | $398.9M |
| Paradiem, LLC | 0001733356 | Jul 22, 2024 | 91 | $398.8M |
| Laffer Tengler Investments, Inc. | 0001307878 | Aug 14, 2024 | 393 | $398.7M |
| Bray Capital Advisors | 0001631738 | Jul 31, 2024 | 255 | $398.6M |
| Longfellow Investment Management Co. LLC | 0001167487 | Aug 7, 2024 | 258 | $398.2M |
| Cherry Tree Wealth Management, LLC | 0001985414 | Aug 6, 2024 | 596 | $398.1M |
| WESPAC Advisors SoCal, LLC | 0001668188 | Jul 23, 2024 | 88 | $398.1M |
| Brilliance Asset Management Ltd. | 0001665751 | Aug 13, 2024 | 15 | $398.1M |
| Beacon Bank & Trust | 0001831984 | Jul 12, 2024 | 141 | $397.8M |
| Bwcp, LP | 0001787893 | Aug 14, 2024 | 21 | $397.8M |
| Financial Strategies Group, Inc. | 0001774343 | Jul 17, 2024 | 96 | $397.7M |
| New York Life Insurance Co. | 0000071633 | Aug 13, 2024 | 4 | $397.6M |
| Martin & Co. Inc. | 0001008868 | Aug 12, 2024 | 105 | $397.5M |
| Mission Creek Capital Partners, Inc. | 0001801583 | Aug 14, 2024 | 204 | $397.3M |
| Eldridge Investment Advisors, Inc. | 0001727993 | Aug 1, 2024 | 141 | $396.9M |
| York Capital Management Global Advisors, LLC | 0001480532 | Aug 14, 2024 | 4 | $396.9M |
| Kettle Hill Capital Management, LLC | 0001387369 | Aug 14, 2024 | 47 | $396.7M |