| Spinnaker Investment Group, LLC | 0001911067 | Jan 17, 2025 | 93 | $414.6M |
| Brady Martz Wealth Solutions, LLC | 0002049470 | Jan 16, 2025 | 140 | $414.5M |
| Bender Robert & Associates | 0000894300 | Feb 7, 2025 | 46 | $414.3M |
| Boston Research & Management Inc. | 0001259261 | Sep 11, 2026 | 116 | $413.9M |
| Marshall Financial Group, LLC | 0001841496 | Jan 21, 2025 | 218 | $412.9M |
| Atlas Legacy Advisors, LLC | 0002054111 | Jan 31, 2025 | 173 | $412.8M |
| Hamilton Wealth, LLC | 0001760263 | Nov 14, 2025 | 97 | $412.7M |
| Sterling Investment Advisors, Ltd. | 0001701132 | Feb 4, 2025 | 161 | $412.5M |
| Rit Capital Partners PLC | 0000939334 | Feb 12, 2025 | 12 | $412.3M |
| Rothschild Capital Partners, LLC | 0001569833 | Feb 14, 2025 | 93 | $412.2M |
| WESCAP Management Group, Inc. | 0001667140 | Feb 12, 2025 | 95 | $412.0M |
| Benedict Financial Advisors Inc. | 0000711089 | Jan 28, 2025 | 123 | $412.0M |
| Elgethun Capital Management | 0001638022 | Feb 13, 2025 | 154 | $412.0M |
| UNICOM Systems, Inc. | 0001996154 | Jan 29, 2025 | 21 | $411.7M |
| Praetorian Wealth Management, Inc. | 0001818940 | Jan 10, 2025 | 61 | $411.6M |
| Am Investment Strategies LLC | 0001818897 | Jan 21, 2025 | 100 | $410.9M |
| SignalPoint Asset Management, LLC | 0001566414 | Jan 14, 2025 | 253 | $410.7M |
| Waterfront Wealth Inc. | 0001775210 | Feb 3, 2025 | 255 | $410.4M |
| Untitled Investments LP | 0001808696 | Feb 14, 2025 | 17 | $410.2M |
| SR One Capital Management, LP | 0001910264 | Feb 13, 2025 | 11 | $410.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0001752758 | Feb 4, 2025 | 100 | $410.0M |
| Cutter & CO Brokerage, Inc. | 0001406995 | Feb 4, 2025 | 209 | $409.8M |
| West Paces Advisors Inc. | 0002004720 | Feb 14, 2025 | 558 | $409.7M |
| Ogborne Capital Management, LLC | 0001619083 | Feb 14, 2025 | 13 | $409.6M |
| M & L Capital Management Ltd | 0001927627 | Feb 10, 2025 | 18 | $409.2M |
| Anchor @ 65 Pte. Ltd. | 0001993962 | Feb 14, 2025 | 2 | $408.7M |
| Cliffwater LLC | 0001659851 | Feb 14, 2025 | 19 | $408.7M |
| FSM Wealth Advisors, LLC | 0001942548 | Jan 24, 2025 | 192 | $408.5M |
| Harvest Investment Services, LLC | 0001591097 | Feb 14, 2025 | 290 | $408.4M |
| Wealth Dimensions Group, Ltd. | 0001846462 | Feb 13, 2025 | 153 | $408.3M |
| Shay Capital LLC | 0001723643 | Feb 14, 2025 | 244 | $408.2M |
| Bienville Capital Management, LLC | 0001605070 | Feb 14, 2025 | 78 | $408.1M |
| Raab & Moskowitz Asset Management LLC | 0001616664 | Jan 29, 2025 | 172 | $408.1M |
| Drive Wealth Management, LLC | 0001952781 | Jan 22, 2025 | 342 | $408.0M |
| Eagle Health Investments LP | 0001842545 | Feb 12, 2025 | 18 | $407.9M |
| Gifford Fong Associates | 0001740316 | Feb 12, 2025 | 126 | $407.5M |
| Rezny Wealth Management, Inc. | 0001535859 | Jan 16, 2025 | 32 | $407.2M |
| Cornerstone Planning Group LLC | 0001822587 | Jan 29, 2025 | 1,405 | $407.1M |
| Ask Capital Management, LLC | 0002056598 | Feb 14, 2025 | 3 | $407.1M |
| RAM Investment Partners, LLC | 0001989672 | Jan 28, 2025 | 89 | $406.9M |
| Blankinship & Foster, LLC | 0001708872 | Feb 7, 2025 | 72 | $406.6M |
| Quadrant Private Wealth Management, LLC | 0001727454 | Jan 30, 2025 | 242 | $406.5M |
| Poehling Capital Management, INC. | 0001730815 | Feb 18, 2025 | 135 | $406.5M |
| Presima Securities ULC | 0001399360 | Jan 21, 2025 | 51 | $406.4M |
| Systelligence, LLC | 0001882691 | Jan 31, 2025 | 43 | $405.2M |
| Amansa Capital Pte. LTD. | 0001660773 | Feb 12, 2025 | 2 | $405.2M |
| RS Crum Inc. | 0001401459 | Feb 10, 2025 | 91 | $405.1M |
| HFR Wealth Management, LLC | 0001877822 | Feb 6, 2025 | 52 | $404.9M |
| Catalyst Funds Management Pty Ltd | 0001896150 | Feb 10, 2025 | 296 | $404.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0001794153 | Feb 7, 2025 | 157 | $404.6M |
| Sunburst Financial Group, LLC | 0001800158 | Jan 30, 2025 | 109 | $404.4M |
| Polunin Capital Partners Ltd | 0001629869 | Jan 28, 2025 | 25 | $404.4M |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 0002011874 | Feb 11, 2025 | 35 | $404.1M |
| Legacy Capital Wealth Partners, LLC | 0001766228 | Jan 30, 2025 | 337 | $404.1M |
| Cherry Tree Wealth Management, LLC | 0001985414 | Feb 4, 2025 | 644 | $404.1M |
| Essex Bank | 0001752212 | Jan 14, 2025 | 297 | $404.0M |
| Great Mountain Partners LLC | 0001815467 | Feb 14, 2025 | 2 | $403.9M |
| Symetra Investment Management Co | 0001811513 | Feb 12, 2025 | 5 | $403.8M |
| Apollon Financial, LLC | 0002011195 | Jan 28, 2025 | 186 | $403.8M |
| Bedell Frazier Investment Counselling, LLC | 0001388142 | Feb 12, 2025 | 107 | $403.6M |
| Martin & Co. Inc. | 0001008868 | Jan 31, 2025 | 102 | $403.6M |
| Stuart Chaussee & Associates, Inc. | 0001653253 | Feb 14, 2025 | 183 | $403.4M |
| Aspire Private Capital, LLC | 0001767340 | Jan 17, 2025 | 165 | $403.2M |
| REAP Financial Group, LLC | 0002048581 | Feb 27, 2025 | 691 | $403.1M |
| Hobart Private Capital, LLC | 0001767062 | Jan 28, 2025 | 91 | $402.8M |
| Cypress Asset Management Inc. | 0001030618 | Feb 24, 2025 | 105 | $402.8M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0001737090 | Jan 15, 2025 | 195 | $402.7M |
| Firestone Capital Management | 0001799964 | Feb 14, 2025 | 153 | $402.3M |
| BCS Wealth Management | 0001798172 | Jan 13, 2025 | 256 | $402.1M |
| Hedeker Wealth, LLC | 0001633910 | Jan 27, 2025 | 85 | $401.7M |
| Valicenti Advisory Services Inc. | 0001080201 | Jan 23, 2025 | 72 | $401.6M |
| Flagstar Securities, Inc. | 0001117233 | Feb 3, 2025 | 205 | $401.5M |
| Shelter Mutual Insurance Co | 0001455288 | Feb 7, 2025 | 57 | $401.2M |
| C Partners Holding GmbH | 0001634083 | Feb 14, 2025 | 12 | $400.8M |
| Nepsis Inc. | 0001587643 | Jan 21, 2025 | 27 | $400.6M |
| Capital City Trust Co. | 0001095836 | Feb 3, 2025 | 114 | $400.6M |
| Redmond Asset Management, LLC | 0001567890 | Feb 3, 2025 | 203 | $400.5M |
| Marathon Capital Management | 0001213206 | Feb 14, 2025 | 155 | $400.4M |
| Wbi Investments, LLC | 0001397424 | Feb 14, 2025 | 199 | $400.3M |
| Canton Hathaway, LLC | 0001755785 | Feb 4, 2025 | 248 | $400.2M |
| VR Advisory Services Ltd | 0001348145 | Feb 14, 2025 | 31 | $400.2M |
| PKS Advisory Services, LLC | 0001605401 | Feb 12, 2025 | 249 | $399.9M |
| MSA Advisors, LLC | 0001040410 | Feb 12, 2025 | 31 | $399.8M |
| Vantage Financial Partners, LLC | 0001911766 | Feb 6, 2025 | 181 | $399.7M |
| DGS Capital Management, LLC | 0001900110 | Jan 21, 2025 | 306 | $399.4M |
| Charles-Lim Capital Ltd | 0001634255 | Feb 13, 2025 | 6 | $399.3M |
| Kiley Juergens Wealth Management, LLC | 0001723223 | Jan 16, 2025 | 72 | $399.2M |
| Stempoint Capital LP | 0001952142 | Feb 14, 2025 | 48 | $398.7M |
| Stephens Consulting, LLC | 0001961632 | Jan 27, 2025 | 516 | $398.7M |
| Carderock Capital Management Inc. | 0001168889 | Jan 15, 2025 | 73 | $398.7M |
| Tybourne Capital Management (hk) Ltd. | 0001553936 | Feb 14, 2025 | 33 | $398.4M |
| Canvas Wealth Advisors, LLC | 0001858782 | Jan 28, 2025 | 177 | $398.3M |
| Mascoma Wealth Management LLC | 0001695664 | Feb 10, 2025 | 514 | $398.2M |
| Rosenblum Silverman Sutton S F Inc. | 0000918893 | Feb 13, 2025 | 74 | $398.1M |
| Bleichroeder LP | 0001781002 | Feb 14, 2025 | 74 | $397.9M |
| Westchester Capital Management, Inc. | 0001390063 | Feb 10, 2025 | 41 | $397.6M |
| Hemington Wealth Management | 0001838234 | Jan 29, 2025 | 1,793 | $397.5M |
| Pioneer Trust Bank N A | 0001006435 | Feb 13, 2025 | 79 | $397.4M |
| Coastal Bridge Advisors, LLC | 0001665976 | Feb 14, 2025 | 163 | $397.3M |
| Peavine Capital, LLC | 0001594540 | Jan 24, 2025 | 10 | $397.1M |