| Sunflower Bank, N.A. | 0001818759 | Oct 11, 2024 | 131 | $364.8M |
| JFG Wealth Management, LLC | 0001766972 | Oct 30, 2024 | 73 | $364.5M |
| Darwin Wealth Management, LLC | 0001663224 | Nov 8, 2024 | 648 | $364.5M |
| Doliver Advisors, LP | 0000938077 | Oct 2, 2024 | 153 | $364.5M |
| White Pine Investment CO | 0001318259 | Oct 29, 2024 | 64 | $364.5M |
| Semmax Financial Advisors Inc. | 0001767301 | Nov 14, 2024 | 379 | $363.9M |
| Bridge City Capital, LLC | 0001713521 | Nov 14, 2024 | 112 | $363.8M |
| Aries Wealth Management | 0001729515 | Oct 31, 2024 | 231 | $363.8M |
| Turim 21 Investimentos Ltda. | 0001652174 | Nov 14, 2024 | 79 | $363.4M |
| Wealth Advisory Solutions, LLC | 0001834802 | Oct 21, 2024 | 122 | $363.3M |
| Inspire Trust Co, N.A. | 0001993352 | Dec 2, 2024 | 106 | $363.1M |
| BigSur Wealth Management LLC | 0001659171 | Oct 16, 2024 | 161 | $363.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0000319933 | Oct 11, 2024 | 1,556 | $362.9M |
| Gateway Wealth Partners, LLC | 0001966037 | Oct 25, 2024 | 272 | $362.8M |
| Financial Sense Advisors, Inc. | 0001358828 | Nov 1, 2024 | 119 | $362.4M |
| RR Advisors, LLC | 0001322613 | Nov 13, 2024 | 20 | $362.2M |
| Evergreen Advisors, LLC | 0001762294 | Nov 8, 2024 | 17 | $362.2M |
| Canvas Wealth Advisors, LLC | 0001858782 | Oct 15, 2024 | 178 | $362.1M |
| Crumly & Associates Inc. | 0001759578 | Nov 1, 2024 | 148 | $361.9M |
| Winch Advisory Services, LLC | 0001585822 | Oct 21, 2024 | 469 | $361.6M |
| Monument Capital Management | 0001729428 | Oct 15, 2024 | 194 | $361.6M |
| Keystone Wealth Services, LLC | 0001866189 | Oct 15, 2024 | 252 | $361.5M |
| P/E Global LLC | 0001910344 | Oct 17, 2024 | 3 | $361.4M |
| E&G Advisors, LLC | 0001598550 | Oct 18, 2024 | 217 | $361.3M |
| Meteora Capital, LLC | 0001905106 | Nov 14, 2024 | 208 | $360.6M |
| Old Port Advisors | 0001744348 | Oct 24, 2024 | 238 | $360.0M |
| Addison Advisors LLC | 0001843745 | Nov 4, 2024 | 835 | $360.0M |
| Madrona Financial Services, LLC | 0001578370 | Oct 17, 2024 | 113 | $359.8M |
| Cornerstone Wealth Advisors, Inc. | 0001862176 | Oct 25, 2024 | 49 | $359.7M |
| WR Wealth Planners, LLC | 0002031978 | Oct 17, 2024 | 1,143 | $359.5M |
| Founders Financial Alliance, LLC | 0001832190 | Nov 1, 2024 | 588 | $359.2M |
| Landaas & Co. /Wi | 0000913990 | Nov 12, 2024 | 89 | $359.2M |
| Hourglass Capital, LLC | 0001442573 | Nov 6, 2024 | 106 | $359.0M |
| Grey Fox Wealth Advisors, LLC | 0001965362 | Oct 22, 2024 | 138 | $358.8M |
| Strong Tower Advisory Services | 0001889322 | Oct 9, 2024 | 100 | $358.8M |
| Lester Murray Antman dba SimplyRich | 0001725888 | Oct 18, 2024 | 221 | $358.7M |
| Rothschild Capital Partners, LLC | 0001569833 | Nov 14, 2024 | 49 | $358.6M |
| High Net Worth Advisory Group LLC | 0001919142 | Oct 11, 2024 | 222 | $358.6M |
| Portfolio Design Labs, LLC | 0002010278 | Nov 8, 2024 | 134 | $358.2M |
| Integris Wealth Management, LLC | 0001750852 | Oct 18, 2024 | 104 | $358.0M |
| Zeno Equity Partners LLP | 0002013334 | Nov 12, 2024 | 14 | $358.0M |
| DeDora Capital, Inc. | 0001717658 | Oct 21, 2024 | 108 | $358.0M |
| Globe Life Inc. | 0000320335 | Nov 13, 2024 | 2 | $357.4M |
| Timber Creek Capital Management LLC | 0001510848 | Nov 14, 2024 | 81 | $357.2M |
| Agilis Partners LLC | 0001633903 | Nov 6, 2024 | 25 | $357.1M |
| Milestone Investment Advisors LLC | 0001967018 | Oct 30, 2024 | 127 | $357.0M |
| VestGen Investment Management | 0001511739 | Oct 30, 2024 | 169 | $356.9M |
| Capital Planning LLC | 0001790688 | Oct 16, 2024 | 87 | $356.7M |
| Tybourne Capital Management (hk) Ltd. | 0001553936 | Nov 14, 2024 | 32 | $356.7M |
| Sage Advisory Services, Ltd.Co. | 0001534378 | Nov 4, 2024 | 46 | $356.2M |
| Uncommon Cents Investing LLC | 0001729754 | Oct 17, 2024 | 444 | $355.9M |
| First Wilshire Securities Management Inc. | 0000732847 | Nov 14, 2024 | 84 | $355.9M |
| Sands Capital Alternatives, LLC | 0001846444 | Nov 13, 2024 | 20 | $355.8M |
| Benin Management CORP | 0001352871 | Oct 21, 2024 | 124 | $355.7M |
| Smith & Howard Wealth Management, LLC | 0001543991 | Oct 23, 2024 | 80 | $355.5M |
| Annis Gardner Whiting Capital Advisors, LLC | 0001998414 | Nov 14, 2024 | 728 | $355.0M |
| Okabena Investment Services Inc. | 0001157519 | Nov 12, 2024 | 107 | $354.5M |
| Coston, McIsaac & Partners | 0001945037 | Oct 22, 2024 | 858 | $354.4M |
| Rockline Wealth Management, LLC | 0002005098 | Oct 17, 2024 | 101 | $354.4M |
| El Puerto de Liverpool, S.A.B. de C.V. | 0001946901 | Nov 12, 2024 | 1 | $354.3M |
| Ogborne Capital Management, LLC | 0001619083 | Nov 14, 2024 | 15 | $354.3M |
| Sollinda Capital Management LLC | 0002012034 | Oct 29, 2024 | 67 | $354.3M |
| Stewardship Advisors, LLC | 0001733219 | Oct 21, 2024 | 143 | $354.3M |
| New Capital Management LP | 0001696731 | Oct 7, 2024 | 52 | $354.3M |
| Quattro Financial Advisors LLC | 0001705929 | Jan 28, 2025 | 77 | $354.1M |
| Saybrook Capital | 0001044924 | Oct 25, 2024 | 41 | $354.0M |
| Artia Global Partners LP | 0001937964 | Nov 14, 2024 | 44 | $353.6M |
| Harrell Investment Partners, LLC | 0001802882 | Oct 11, 2024 | 91 | $353.4M |
| Minot Capital, LP | 0001835714 | Nov 13, 2024 | 6 | $353.3M |
| Gardner Lewis Asset Management L P | 0000941560 | Nov 12, 2024 | 63 | $353.0M |
| Scott Capital Advisors, LLC | 0001905673 | Oct 9, 2024 | 52 | $352.6M |
| Anatole Investment Management Ltd | 0001693745 | Nov 14, 2024 | 13 | $352.6M |
| Whitener Capital Management, Inc. | 0000825217 | Oct 29, 2024 | 155 | $352.6M |
| Ballast, Inc. | 0001730477 | Oct 16, 2024 | 125 | $352.5M |
| Curtis Advisory Group, LLC | 0001664656 | Nov 5, 2024 | 97 | $352.2M |
| St. Clair Advisors, LLC | 0002056292 | Apr 10, 2025 | 78 | $352.1M |
| Curran Financial Partners, LLC | 0001843867 | Oct 16, 2024 | 90 | $352.1M |
| G2 Investment Partners Management LLC | 0001593404 | Nov 14, 2024 | 59 | $352.0M |
| Charles-Lim Capital Ltd | 0001634255 | Nov 13, 2024 | 5 | $351.7M |
| Solus Alternative Asset Management LP | 0001407737 | Nov 14, 2024 | 10 | $351.6M |
| Asset Allocation Strategies LLC | 0001922879 | Nov 18, 2024 | 117 | $351.3M |
| Donoghue Forlines LLC | 0001702435 | Nov 13, 2024 | 226 | $350.8M |
| MYDA Advisors LLC | 0001589689 | Nov 13, 2024 | 115 | $350.7M |
| Safeguard Investment Advisory Group, LLC | 0001846711 | Nov 14, 2024 | 119 | $350.7M |
| Essex Woodlands Management, Inc. | 0001542339 | Nov 14, 2024 | 7 | $350.4M |
| Advus Financial Partners, LLC | 0002150676 | Aug 25, 2026 | 220 | $350.4M |
| Goodman Advisory Group, LLC | 0001864123 | Nov 15, 2024 | 196 | $350.3M |
| Berkeley Capital Partners, LLC | 0001667694 | Nov 14, 2024 | 164 | $350.2M |
| Park Edge Advisors, LLC | 0001965659 | Oct 24, 2024 | 139 | $350.0M |
| DDFG, Inc | 0001967640 | Nov 8, 2024 | 80 | $350.0M |
| High Note Wealth, LLC | 0001807283 | Oct 8, 2024 | 101 | $349.8M |
| Prism Advisors, Inc. | 0001717027 | Oct 15, 2024 | 67 | $349.6M |
| American Financial Group Inc. 401(K) Retirement & Savings Plan | 0000943719 | Nov 12, 2024 | 1 | $349.6M |
| Home Federal Bank of Tennessee | 0001665446 | Oct 21, 2024 | 80 | $349.6M |
| Seafarer Capital Partners, LLC | 0001697721 | Nov 4, 2024 | 7 | $349.5M |
| Haverford Financial Services, Inc. | 0001347683 | Oct 28, 2024 | 41 | $349.4M |
| Wiser Wealth Management, Inc | 0001573263 | Oct 3, 2024 | 49 | $348.9M |
| Apeiron RIA LLC | 0001801846 | Nov 14, 2024 | 204 | $348.8M |
| Little House Capital LLC | 0001748814 | Oct 21, 2024 | 111 | $348.6M |
| Aristotle Pacific Capital, LLC | 0001844577 | Nov 14, 2024 | 6 | $348.4M |