| Professional Financial Advisors, LLC | 0001798221 | Oct 10, 2024 | 105 | $385.8M |
| Fruth Investment Management | 0001416856 | Oct 11, 2024 | 219 | $385.4M |
| Kiley Juergens Wealth Management, LLC | 0001723223 | Oct 15, 2024 | 70 | $385.2M |
| Banco BTG Pactual S.A. | 0001536080 | Nov 7, 2024 | 130 | $385.2M |
| Value Aligned Research Advisors, LLC | 0001963565 | Nov 8, 2024 | 21 | $384.9M |
| RAM Investment Partners, LLC | 0001989672 | Oct 22, 2024 | 90 | $384.1M |
| Drive Wealth Management, LLC | 0001952781 | Nov 7, 2024 | 321 | $384.1M |
| Watchman Group, Inc. | 0001748726 | Nov 12, 2024 | 81 | $383.6M |
| Sage Capital Advisors,llc | 0001714107 | Oct 8, 2024 | 138 | $383.2M |
| New World Advisors LLC | 0001767724 | Oct 24, 2024 | 78 | $383.0M |
| Morton Community Bank | 0002011821 | Nov 14, 2024 | 108 | $382.9M |
| Puzo Michael J | 0001053914 | Nov 12, 2024 | 76 | $382.5M |
| Shakespeare Wealth Management, LLC | 0001658509 | Nov 14, 2024 | 92 | $382.5M |
| True North Advisors, LLC | 0001634556 | Oct 8, 2024 | 185 | $382.2M |
| Rosenberg Matthew Hamilton | 0001812103 | Oct 28, 2024 | 834 | $382.2M |
| Wright Investors Service Inc. | 0000108572 | Oct 4, 2024 | 137 | $382.1M |
| Avion Wealth | 0001792704 | Oct 18, 2024 | 1,310 | $382.1M |
| Anchorage Capital Group, L.L.C. | 0001300714 | Nov 14, 2024 | 7 | $382.0M |
| KADENSA CAPITAL Ltd | 0001720980 | Nov 14, 2024 | 32 | $382.0M |
| Paradigm Asset Management Co. LLC | 0001034549 | Nov 5, 2024 | 491 | $381.9M |
| Clare Market Investments LLC | 0002054098 | Feb 20, 2025 | 153 | $381.6M |
| S&T Bank | 0001010911 | Nov 13, 2024 | 96 | $381.4M |
| Stuart Chaussee & Associates, Inc. | 0001653253 | Nov 14, 2024 | 165 | $380.9M |
| Shikiar Asset Management Inc. | 0001058022 | Oct 10, 2024 | 74 | $380.5M |
| Alliance Wealth Advisors, LLC | 0001893261 | Nov 8, 2024 | 234 | $380.4M |
| Genworth Financial Inc | 0001276520 | Oct 29, 2024 | 2 | $380.2M |
| Pacific Center for Financial Services | 0001698222 | Nov 15, 2024 | 485 | $379.7M |
| Cornerstone Planning Group LLC | 0001822587 | Nov 5, 2024 | 1,302 | $378.4M |
| SW Investment Management LLC | 0001824821 | Nov 12, 2024 | 14 | $378.3M |
| Stonebrook Private Inc. | 0002008738 | Nov 12, 2024 | 179 | $378.1M |
| Francis Financial, Inc. | 0001727514 | Nov 1, 2024 | 90 | $378.0M |
| Squadra Investments - Gestao DE Recursos Ltda. | 0001577806 | Nov 14, 2024 | 3 | $377.6M |
| Hedeker Wealth, LLC | 0001633910 | Oct 25, 2024 | 83 | $377.2M |
| Whitegate Investment Counselors, Inc. | 0001667102 | Nov 4, 2024 | 66 | $376.9M |
| FSM Wealth Advisors, LLC | 0001942548 | Oct 30, 2024 | 189 | $376.8M |
| Waypoint Wealth Partners Inc. | 0001817306 | Nov 8, 2024 | 67 | $376.5M |
| Financial Consulate, Inc. | 0001624510 | Oct 21, 2024 | 34 | $376.5M |
| Elevated Capital Advisors, LLC | 0001802387 | Oct 22, 2024 | 264 | $376.4M |
| AXS Investments LLC | 0001801467 | Nov 13, 2024 | 221 | $376.4M |
| Centric Wealth Management | 0001752761 | Nov 14, 2024 | 172 | $376.3M |
| Tenere Capital LLC | 0001849517 | Nov 15, 2024 | 26 | $376.2M |
| Rappaport Reiches Capital Management, LLC | 0001990195 | Oct 9, 2024 | 113 | $376.2M |
| Alliance Wealth Management Group | 0001623707 | Nov 13, 2024 | 81 | $375.8M |
| Petix & Botte Co | 0001803255 | Oct 18, 2024 | 124 | $375.6M |
| Dumont & Blake Investment Advisors LLC | 0001287618 | Oct 23, 2024 | 201 | $375.1M |
| Mma Asset Management LLC | 0001842667 | Feb 5, 2025 | 124 | $375.1M |
| Numerai GP LLC | 0001668527 | Nov 14, 2024 | 345 | $375.1M |
| Marion Wealth Management | 0001911097 | Oct 7, 2024 | 126 | $375.0M |
| Rockport Wealth LLC | 0002022866 | Nov 14, 2024 | 69 | $375.0M |
| Maxi Investments CY Ltd | 0001838222 | Nov 12, 2024 | 75 | $374.7M |
| First Reserve GP XIII Ltd | 0001706604 | Nov 13, 2024 | 1 | $374.6M |
| Beck Capital Management, LLC | 0001601904 | Nov 14, 2024 | 118 | $374.3M |
| Reverence Capital Partners, L.P. | 0001907530 | Nov 8, 2024 | 1 | $374.3M |
| Advanced Asset Management Advisors Inc | 0001075444 | Oct 24, 2024 | 86 | $374.2M |
| Pinnacle Bancorp, Inc. | 0001703383 | Oct 9, 2024 | 871 | $374.1M |
| Oliver Lagore Vanvalin Investment Group | 0001907568 | Nov 4, 2024 | 685 | $373.9M |
| Tradewinds Capital Management, LLC | 0001616026 | Oct 16, 2024 | 617 | $373.8M |
| Paulson Wealth Management Inc. | 0001731878 | Nov 5, 2024 | 149 | $373.8M |
| Financial Gravity Companies, Inc. | 0001377167 | Nov 14, 2024 | 702 | $373.6M |
| Nordwand Advisors, LLC | 0001962713 | Nov 1, 2024 | 141 | $373.6M |
| Truvestments Capital LLC | 0001750405 | Nov 13, 2024 | 934 | $373.0M |
| Carronade Capital Management, LP | 0001866872 | Nov 14, 2024 | 24 | $372.8M |
| Estuary Capital Management LP | 0001965005 | Nov 14, 2024 | 16 | $372.8M |
| Legacy Wealth Asset Management, LLC | 0001846151 | Oct 23, 2024 | 345 | $372.7M |
| Platte River Wealth Advisors, LLC | 0001802013 | Oct 7, 2024 | 92 | $372.6M |
| Archer Investment Corp | 0001803804 | Nov 6, 2024 | 1,121 | $372.5M |
| Builder Investment Group Inc. | 0000727117 | Oct 21, 2024 | 102 | $372.4M |
| Noble Family Wealth, LLC | 0001976065 | Nov 4, 2024 | 59 | $371.9M |
| Greencape Capital Pty Ltd | 0001731029 | Nov 8, 2024 | 3 | $371.8M |
| Bleichroeder LP | 0001781002 | Nov 13, 2024 | 73 | $371.6M |
| Monarch Capital Management Inc. | 0000938759 | Oct 16, 2024 | 118 | $371.4M |
| Lionstone Capital Management LLC | 0001575662 | Nov 14, 2024 | 11 | $371.2M |
| Hemington Wealth Management | 0001838234 | Nov 13, 2024 | 1,807 | $371.2M |
| Ratan Capital Management LP | 0001566887 | Nov 14, 2024 | 32 | $371.0M |
| Evernest Financial Advisors, LLC | 0002009530 | Oct 21, 2024 | 162 | $371.0M |
| Ifrah Financial Services, Inc. | 0001382646 | Oct 31, 2024 | 212 | $370.8M |
| Convergence Investment Partners, LLC | 0001456133 | Oct 29, 2024 | 237 | $370.7M |
| Wagner Wealth Management, LLC | 0001728657 | Oct 11, 2024 | 227 | $370.4M |
| Childress Capital Advisors, LLC | 0001849561 | Oct 25, 2024 | 231 | $370.4M |
| Conrad Siegel Investment Advisors, Inc. | 0001905875 | Oct 15, 2024 | 43 | $370.4M |
| Mariner Investment Group LLC | 0001096978 | Oct 29, 2024 | 24 | $370.2M |
| Lantz Financial LLC | 0001766883 | Oct 15, 2024 | 229 | $369.4M |
| Solidarity Wealth, LLC | 0001906613 | Oct 25, 2024 | 93 | $369.2M |
| DGS Capital Management, LLC | 0001900110 | Dec 10, 2024 | 309 | $368.7M |
| Keudell/Morrison Wealth Management | 0001785498 | Oct 31, 2024 | 219 | $368.4M |
| Redwood Grove Capital, LLC | 0001691170 | Nov 14, 2024 | 22 | $368.2M |
| Collective Family Office LLC | 0001845066 | Oct 4, 2024 | 169 | $368.1M |
| Wolff Financial Management LLC | 0001767940 | Oct 24, 2024 | 98 | $368.1M |
| L2 Asset Management, LLC | 0001686988 | Nov 14, 2024 | 231 | $368.0M |
| Integral Investment Advisors, Inc. | 0001902826 | Nov 14, 2024 | 155 | $367.0M |
| Second Line Capital, LLC | 0001992879 | Nov 19, 2024 | 136 | $366.9M |
| FDx Advisors, Inc. | 0001566601 | Nov 4, 2024 | 197 | $366.9M |
| Rock Point Advisors, LLC | 0001301540 | Nov 13, 2024 | 110 | $366.3M |
| Wambolt & Associates, LLC | 0001755723 | Nov 12, 2024 | 194 | $365.9M |
| Riggs Asset Managment Co. Inc. | 0001601348 | Oct 24, 2024 | 633 | $365.8M |
| Crestview Partners III GP, L.P. | 0001703027 | Nov 12, 2024 | 3 | $365.7M |
| HST Ventures, LLC | 0001885404 | Nov 14, 2024 | 49 | $365.7M |
| Ibex Wealth Advisors | 0001686242 | Nov 4, 2024 | 68 | $365.3M |
| Boyd Watterson Asset Management LLC | 0001121477 | Oct 22, 2024 | 438 | $365.0M |
| Warberg Asset Management LLC | 0001597506 | Nov 6, 2024 | 172 | $364.9M |