| Financial Sense Advisors, Inc. | 0001358828 | Jul 24, 2024 | 111 | $315.7M |
| Trybe Capital Management LP | 0001807902 | Aug 14, 2024 | 7 | $315.7M |
| EDENTREE ASSET MANAGEMENT Ltd | 0001980273 | Aug 14, 2024 | 63 | $315.5M |
| Buckley Wealth Management, LLC | 0001730126 | Jul 24, 2024 | 101 | $315.5M |
| Bank of Stockton | 0001387723 | Jul 25, 2024 | 132 | $315.4M |
| Avalon Capital Management | 0001510809 | Jul 24, 2024 | 120 | $315.4M |
| Okabena Investment Services Inc. | 0001157519 | Aug 9, 2024 | 110 | $315.2M |
| Ballast Advisors LLC | 0001803415 | Jul 26, 2024 | 163 | $315.1M |
| Gavilan Investment Partners LLC | 0001963404 | Aug 13, 2024 | 13 | $315.0M |
| Verde Capital Management | 0001802891 | Jul 18, 2024 | 45 | $315.0M |
| SW Investment Management LLC | 0001824821 | Aug 30, 2024 | 14 | $314.4M |
| Butensky & Cohen Financial Security, Inc. | 0001632802 | Jul 11, 2024 | 95 | $314.4M |
| Carr Financial Group Corp | 0001931232 | Jul 12, 2024 | 185 | $314.4M |
| PFW Advisors LLC | 0001989744 | Jul 10, 2024 | 118 | $314.3M |
| West Michigan Advisors, LLC | 0001909879 | Aug 5, 2024 | 179 | $314.3M |
| Nikulski Financial, Inc. | 0001729847 | Jul 30, 2024 | 128 | $314.3M |
| Walter & Keenan Wealth Management LLC /in/ | 0000752365 | Jul 15, 2024 | 146 | $314.1M |
| Fourthstone LLC | 0001767803 | Aug 14, 2024 | 46 | $314.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0001936603 | Aug 12, 2024 | 309 | $313.8M |
| BetterWealth, LLC | 0001911702 | Jul 19, 2024 | 61 | $313.8M |
| Gemsstock Ltd. | 0001724140 | Aug 6, 2024 | 13 | $313.7M |
| Scott & Selber, Inc. | 0001315269 | Jul 29, 2024 | 86 | $313.5M |
| Oasis Management Co Ltd. | 0001317904 | Aug 14, 2024 | 64 | $313.5M |
| St. Clair Advisors, LLC | 0002056292 | Apr 10, 2025 | 76 | $313.4M |
| Lead Edge Capital Management, LLC | 0001802797 | Aug 14, 2024 | 10 | $313.3M |
| Park Place Capital Corp | 0001965810 | Jul 2, 2024 | 857 | $313.3M |
| Watchman Group, Inc. | 0001748726 | Aug 14, 2024 | 79 | $313.2M |
| WP Advisors, LLC | 0001697796 | Jul 30, 2024 | 106 | $313.2M |
| GoalVest Advisory LLC | 0001839307 | Jul 30, 2024 | 323 | $312.9M |
| My Legacy Advisors, LLC | 0001767802 | Jul 24, 2024 | 206 | $312.8M |
| B&I Capital AG | 0001843527 | Aug 7, 2024 | 27 | $312.6M |
| Fca Corp. | 0001166402 | Aug 13, 2024 | 182 | $312.5M |
| Morgan Stanley Institutional Investment Advisors LLC | 0002026079 | Aug 12, 2024 | 2 | $312.3M |
| Oak Hill Capital Management, LLC | 0001537607 | Aug 7, 2024 | 1 | $311.6M |
| EnCap Energy Capital Fund XI, L.P. | 0001693946 | Aug 7, 2024 | 1 | $311.6M |
| Vickerman Investment Advisors, Inc. | 0001898296 | Aug 9, 2024 | 64 | $311.5M |
| Keating Investment Counselors Inc. | 0001020580 | Aug 6, 2024 | 68 | $311.5M |
| Colony Family Offices, LLC | 0001633573 | Aug 2, 2024 | 60 | $311.4M |
| Opal Wealth Advisors, LLC | 0001844201 | Jul 12, 2024 | 1,241 | $311.4M |
| Claar Advisors LLC | 0001593410 | Aug 14, 2024 | 24 | $311.2M |
| Weaver Capital Management LLC | 0001552247 | Aug 2, 2024 | 171 | $311.1M |
| Hilltop National Bank | 0002021658 | Jul 10, 2024 | 829 | $310.9M |
| Lorne Steinberg Wealth Management Inc. | 0001851362 | Jul 18, 2024 | 68 | $310.7M |
| Algebris (uk) Ltd. | 0001700286 | Aug 13, 2024 | 45 | $310.6M |
| Bridge Creek Capital Management LLC | 0001670903 | Jul 15, 2024 | 102 | $310.5M |
| MPS Loria Financial Planners, LLC | 0001716180 | Jul 10, 2024 | 80 | $310.3M |
| Estuary Capital Management LP | 0001965005 | Aug 14, 2024 | 17 | $310.1M |
| Brady Family Wealth, LLC | 0001971456 | Jul 15, 2024 | 116 | $309.9M |
| Addison Advisors LLC | 0001843745 | Aug 5, 2024 | 775 | $309.9M |
| Wishbone Management, LP | 0001777734 | Aug 14, 2024 | 5 | $309.7M |
| Campbell Wealth Management | 0001736648 | Aug 7, 2024 | 50 | $309.7M |
| Verum Partners LLC | 0001958984 | Jul 15, 2024 | 153 | $309.7M |
| Strategic Investment Solutions, Inc. | 0001960144 | Aug 30, 2024 | 634 | $309.7M |
| Old Mission Investment Co LLC | 0002149839 | Sep 16, 2026 | 119 | $309.5M |
| Roman Butler Fullerton & Co. | 0000733444 | Jul 15, 2024 | 226 | $309.2M |
| McLean Asset Management Corp | 0001833140 | Jul 12, 2024 | 155 | $309.2M |
| Clarity Wealth Advisors, LLC | 0001767384 | Jul 18, 2024 | 87 | $309.2M |
| Apollon Financial, LLC | 0002011195 | Jul 19, 2024 | 142 | $309.1M |
| Annapolis Financial Services, LLC | 0001843110 | Jul 17, 2024 | 364 | $308.7M |
| Heirloom Wealth Management | 0001882903 | Jul 31, 2024 | 47 | $308.6M |
| Sanchez Wealth Management Group | 0001697740 | Jul 17, 2024 | 38 | $308.6M |
| TruNorth Capital Management, LLC | 0001639695 | Jul 18, 2024 | 363 | $308.2M |
| Vision Capital Corp | 0001764403 | Aug 13, 2024 | 12 | $308.2M |
| Marshall Financial Group Inc. | 0000701189 | Aug 9, 2024 | 54 | $308.1M |
| Knuff & Co LLC | 0001768089 | Aug 1, 2024 | 131 | $308.1M |
| Multicoin Capital Management, LLC | 0002017172 | Aug 12, 2024 | 3 | $308.0M |
| Cedar Wealth Management, LLC | 0001665642 | Aug 12, 2024 | 303 | $308.0M |
| Capasso Planning Partners LLC | 0001911938 | Dec 2, 2024 | 140 | $307.9M |
| Compton Financial Group, LLC | 0001844567 | Jul 18, 2024 | 32 | $307.9M |
| Rothschild Wealth LLC | 0001811345 | Aug 13, 2024 | 182 | $307.9M |
| Access Investment Management LLC | 0002010477 | Jul 26, 2024 | 103 | $307.8M |
| Physicians Financial Services, Inc. | 0001665518 | Aug 14, 2024 | 108 | $307.5M |
| Eisler Capital (UK) Ltd. | 0001849486 | Aug 13, 2024 | 93 | $307.5M |
| Security Benefit Life Insurance Co. | 0000869772 | Aug 2, 2024 | 29 | $307.2M |
| Wellington Shields & Co., LLC | 0001506073 | Aug 7, 2024 | 304 | $307.0M |
| TFB Advisors LLC | 0001965201 | Jul 30, 2024 | 289 | $307.0M |
| Brown, Lisle/Cummings, Inc. | 0000014745 | Jul 17, 2024 | 614 | $306.9M |
| Savvy Advisors, Inc. | 0002003633 | Aug 14, 2024 | 300 | $306.8M |
| Princeton Capital Management LLC | 0001167026 | Aug 1, 2024 | 111 | $306.8M |
| Tikvah Management LLC | 0001606477 | Aug 12, 2024 | 25 | $306.7M |
| Essex Woodlands Management, Inc. | 0001542339 | Aug 14, 2024 | 7 | $306.7M |
| Prentice Wealth Management LLC | 0001864229 | Jul 11, 2024 | 105 | $306.5M |
| Ironwood Wealth Management, LLC. | 0001692820 | Aug 8, 2024 | 44 | $306.3M |
| Copperwynd Financial, LLC | 0001687832 | Aug 15, 2024 | 146 | $306.2M |
| Carrera Capital Advisors | 0002035329 | Aug 27, 2024 | 85 | $306.0M |
| Family Capital Trust Co | 0001123320 | Aug 8, 2024 | 61 | $305.9M |
| Atticus Wealth Management, LLC | 0001800234 | Jul 17, 2024 | 534 | $305.8M |
| BOCHK Asset Management Ltd | 0002010854 | Aug 1, 2024 | 54 | $305.8M |
| Aspire Capital Advisors LLC | 0001906014 | Jul 22, 2024 | 71 | $305.8M |
| Hill Island Financial LLC | 0001909798 | Aug 9, 2024 | 68 | $305.6M |
| Guidance Capital, Inc. | 0001958743 | Aug 1, 2024 | 169 | $305.2M |
| RDA Financial Network | 0001774086 | Jul 10, 2024 | 228 | $305.2M |
| Searchlight Capital Partners, L.P. | 0001697030 | Aug 14, 2024 | 4 | $305.1M |
| K2 Principal Fund, L.P. | 0001461790 | Aug 14, 2024 | 199 | $304.9M |
| Strong Tower Advisory Services | 0001889322 | Jul 15, 2024 | 97 | $304.7M |
| Mason & Associates, LLC | 0001895045 | Jul 16, 2024 | 36 | $304.6M |
| Carronade Capital Management, LP | 0001866872 | Aug 14, 2024 | 19 | $304.5M |
| Cederberg Capital Ltd | 0001861244 | Aug 14, 2024 | 5 | $304.2M |
| RPg Family Wealth Advisory, LLC | 0001569884 | Aug 12, 2024 | 109 | $304.1M |
| Bruce & Co., Inc. | 0001358331 | Aug 9, 2024 | 40 | $304.0M |