| Wooster Corthell Wealth Management, Inc. | 0001566968 | Jan 16, 2025 | 53 | $459.4M |
| Herold Advisors, Inc. | 0001891713 | Feb 14, 2025 | 275 | $458.9M |
| LMG Wealth Partners, LLC | 0001965772 | Feb 3, 2025 | 129 | $458.7M |
| IFC Advisors LLC | 0002053348 | Feb 14, 2025 | 143 | $458.7M |
| Mission Creek Capital Partners, Inc. | 0001801583 | Feb 14, 2025 | 234 | $458.4M |
| Sage Rhino Capital LLC | 0001771605 | Feb 6, 2025 | 271 | $458.4M |
| L2 Asset Management, LLC | 0001686988 | Feb 14, 2025 | 247 | $458.3M |
| Greenspring Advisors, LLC | 0001922200 | Jan 27, 2025 | 98 | $458.3M |
| Westwind Capital | 0001729269 | Jan 7, 2025 | 40 | $458.3M |
| America First Investment Advisors, LLC | 0001308778 | Feb 12, 2025 | 42 | $457.6M |
| Great Point Wealth Advisors, LLC | 0001760304 | Jan 24, 2025 | 57 | $457.4M |
| Independent Solutions Wealth Management, LLC | 0001818391 | Feb 11, 2025 | 171 | $457.3M |
| First Reserve GP XIII Ltd | 0001706604 | Feb 14, 2025 | 1 | $457.2M |
| Catalio Capital Management, LP | 0001958125 | Feb 14, 2025 | 33 | $457.1M |
| Manchester Financial Inc. | 0000866590 | Jan 30, 2025 | 113 | $456.9M |
| Fiduciary Financial Group, LLC | 0001925420 | Jan 14, 2025 | 274 | $456.1M |
| Ignite Planners, LLC | 0001849348 | Jan 14, 2025 | 302 | $455.9M |
| Almitas Capital LLC | 0001596468 | Feb 14, 2025 | 91 | $455.6M |
| Investors Research Corp | 0001730630 | Feb 7, 2025 | 943 | $455.2M |
| Cedar Mountain Advisors, LLC | 0001798986 | Jan 21, 2025 | 377 | $455.1M |
| Concord Asset Management, LLC | 0002031885 | Jan 24, 2025 | 129 | $455.0M |
| Think Investments LP | 0001635999 | Feb 14, 2025 | 18 | $454.5M |
| Perkins Coie Trust Co | 0001513038 | Jan 16, 2025 | 299 | $454.4M |
| Westover Capital Advisors, LLC | 0001483467 | Feb 6, 2025 | 237 | $454.4M |
| Bison Wealth, LLC | 0001633172 | Feb 14, 2025 | 319 | $454.0M |
| Marietta Investment Partners LLC | 0001114702 | Feb 11, 2025 | 158 | $453.9M |
| TCP Asset Management, LLC | 0001961898 | Jan 15, 2025 | 91 | $453.5M |
| Holderness Investments Co. | 0001184820 | Feb 11, 2025 | 255 | $453.4M |
| Ninety One SA (Pty) Ltd | 0001491998 | Jan 27, 2025 | 74 | $453.4M |
| Mattern Wealth Management LLC | 0001802376 | Jan 22, 2025 | 169 | $453.4M |
| Vertex Planning Partners, LLC | 0001942341 | Feb 12, 2025 | 181 | $453.3M |
| Milestone Asset Management, LLC | 0001964722 | Jan 23, 2025 | 219 | $452.8M |
| V3 Holding Ltd | 0001887845 | Feb 14, 2025 | 1 | $452.7M |
| Rhino Investment Partners, Inc | 0001828776 | Feb 14, 2025 | 48 | $452.2M |
| Marino, Stram & Associates LLC | 0001099762 | Jan 17, 2025 | 171 | $451.9M |
| Yiheng Capital Management, L.P. | 0001447228 | Feb 11, 2025 | 19 | $451.9M |
| Patten Group, Inc. | 0001633207 | Feb 6, 2025 | 249 | $451.9M |
| Juniper Hill Capital Management LP | 0001803460 | Feb 4, 2025 | 6 | $451.4M |
| Summit X, LLC | 0001697729 | Feb 7, 2025 | 218 | $450.9M |
| Owls Nest Partners IA, LLC | 0001845806 | Feb 14, 2025 | 16 | $450.8M |
| Covenant Asset Management, LLC | 0001697717 | Jan 30, 2025 | 136 | $450.8M |
| Liberty Capital Management, Inc. | 0001366838 | Jan 28, 2025 | 159 | $450.7M |
| Intellectus Partners, LLC | 0001677253 | Feb 7, 2025 | 276 | $450.2M |
| Family Firm, Inc. | 0001602603 | Feb 10, 2025 | 212 | $449.6M |
| Bain Capital Credit, LP | 0001317947 | Feb 14, 2025 | 7 | $449.1M |
| ESL Trust Services, LLC | 0001785545 | Feb 14, 2025 | 332 | $448.7M |
| Harbour Capital Advisors, LLC | 0001682501 | Jan 13, 2025 | 270 | $448.5M |
| Inceptionr LLC | 0001821561 | Feb 6, 2025 | 594 | $448.3M |
| Cambridge Advisors Inc. | 0001633695 | Jan 16, 2025 | 168 | $448.0M |
| BCM Advisors, LLC | 0001373017 | Feb 6, 2025 | 70 | $447.8M |
| Convergence Investment Partners, LLC | 0001456133 | Jan 31, 2025 | 250 | $447.4M |
| Silverarc Capital Management, LLC | 0001816307 | Feb 14, 2025 | 58 | $447.2M |
| Richard P Slaughter Associates Inc | 0001811783 | Jan 14, 2025 | 142 | $446.5M |
| WestHill Financial Advisors, Inc. | 0001759641 | Jan 31, 2025 | 78 | $446.4M |
| Regent Peak Wealth Advisors LLC | 0001803329 | Jan 16, 2025 | 180 | $445.6M |
| Blume Capital Management, Inc. | 0001587192 | Feb 10, 2025 | 323 | $445.2M |
| Harbor Group, Inc. | 0001840486 | Jan 15, 2025 | 92 | $445.0M |
| Capco Asset Management, LLC | 0001698068 | Feb 11, 2025 | 18 | $444.9M |
| Kentucky Farm Bureau Mutual Insurance Co | 0002131132 | May 15, 2026 | 68 | $444.8M |
| P/E Global LLC | 0001910344 | Jan 30, 2025 | 5 | $444.4M |
| Grace & Mercy Foundation, Inc. | 0001715783 | Feb 14, 2025 | 17 | $444.2M |
| Icon Advisers Inc. | 0001058470 | Feb 13, 2025 | 175 | $444.0M |
| Brilliance Asset Management Ltd. | 0001665751 | Feb 12, 2025 | 7 | $443.9M |
| O'Dell Group, LLC | 0001742569 | Feb 7, 2025 | 104 | $442.8M |
| Beryl Capital Management LLC | 0001719307 | Feb 14, 2025 | 31 | $442.6M |
| Riversedge Advisors, LLC | 0001787663 | Jan 15, 2025 | 99 | $442.3M |
| WESPAC Advisors SoCal, LLC | 0001668188 | Jan 27, 2025 | 99 | $442.1M |
| Pettinga Financial Advisors LLC | 0001694592 | Feb 18, 2025 | 124 | $442.0M |
| Privium Fund Management B.V. | 0001795097 | Feb 11, 2025 | 64 | $441.9M |
| First National Corp. /Ma/ | 0000816192 | Jan 29, 2025 | 153 | $441.7M |
| Ar Asset Management Inc. | 0001080166 | Feb 3, 2025 | 111 | $441.4M |
| Granger Management LLC | 0001842881 | Jan 17, 2025 | 7 | $440.0M |
| Key Financial Inc | 0001801720 | Jan 31, 2025 | 1,381 | $439.9M |
| Old Second National Bank of Aurora | 0000903783 | Jan 23, 2025 | 508 | $439.8M |
| Northwest Quadrant Wealth Management, LLC | 0001697767 | Feb 14, 2025 | 75 | $439.7M |
| Garrett Wealth Advisory Group, LLC | 0001729443 | Feb 6, 2025 | 99 | $439.6M |
| IPG Investment Advisors LLC | 0001602237 | Feb 12, 2025 | 174 | $439.5M |
| GenWealth Group, Inc. | 0001713678 | Jan 15, 2025 | 74 | $439.3M |
| Park Presidio Capital LLC | 0001596510 | Feb 14, 2025 | 11 | $439.1M |
| Pacific Sage Partners, LLC | 0001936845 | Jan 24, 2025 | 105 | $438.5M |
| Community Bank & Trust, Waco, Texas | 0001654847 | Jan 29, 2025 | 140 | $438.1M |
| Laffer Tengler Investments, Inc. | 0001307878 | Feb 6, 2025 | 146 | $438.1M |
| Balboa Wealth Partners | 0001929008 | Feb 10, 2025 | 337 | $438.1M |
| Financial Gravity Companies, Inc. | 0001377167 | Feb 14, 2025 | 997 | $437.8M |
| Kozak & Associates, Inc. | 0001764970 | Jan 6, 2025 | 439 | $437.5M |
| Shorepoint Capital Partners LLC | 0001759476 | Feb 14, 2025 | 100 | $437.4M |
| SIG North Trading, ULC | 0001868643 | Feb 14, 2025 | 66 | $437.2M |
| Morse Asset Management, Inc | 0001705711 | Feb 14, 2025 | 327 | $437.0M |
| Satovsky Asset Management LLC | 0001807288 | Feb 3, 2025 | 53 | $437.0M |
| Centre Asset Management, LLC | 0001532472 | Jan 3, 2025 | 56 | $436.9M |
| Morgan Stanley Institutional Investment Advisors LLC | 0002026079 | Feb 13, 2025 | 3 | $436.8M |
| Creekmur Asset Management LLC | 0002013091 | Feb 12, 2025 | 939 | $436.6M |
| CMH Wealth Management LLC | 0001657516 | Jan 16, 2025 | 54 | $436.6M |
| NORTHSTAR ASSET MANAGEMENT Co | 0001132708 | Jan 29, 2025 | 144 | $436.3M |
| JFG Wealth Management, LLC | 0001766972 | Feb 4, 2025 | 97 | $436.3M |
| Corrigan Financial, Inc. | 0001990951 | Jan 13, 2025 | 44 | $436.1M |
| Diligent Investors, LLC | 0001549042 | Feb 14, 2025 | 363 | $436.0M |
| Pacific Ridge Capital Partners, LLC | 0001591546 | Feb 12, 2025 | 139 | $435.7M |
| Sovereign Financial Group, Inc. | 0001846175 | Jan 14, 2025 | 284 | $435.6M |
| Naria Inc. | 0002012185 | Feb 14, 2025 | 1 | $435.2M |