| Outlook Wealth Advisors, LLC | 0001767151 | Jan 14, 2025 | 248 | $348.2M |
| Tillman Hartley LLC | 0001966355 | Feb 10, 2025 | 82 | $348.1M |
| Old Port Advisors | 0001744348 | Jan 2, 2025 | 229 | $347.9M |
| Scott Capital Advisors, LLC | 0001905673 | Jan 16, 2025 | 48 | $347.9M |
| Twelve Points Wealth Management LLC | 0001877090 | Jan 23, 2025 | 176 | $347.9M |
| Keb Asset Management, LLC | 0001903035 | Feb 7, 2025 | 83 | $347.5M |
| Verum Partners LLC | 0001958984 | Jan 17, 2025 | 164 | $347.4M |
| Kera Capital Partners, Inc. | 0002040353 | Jan 15, 2025 | 158 | $347.4M |
| Venator Management LLC | 0001838211 | Feb 12, 2025 | 24 | $347.2M |
| Van Den Berg Management I, Inc. | 0001142062 | Feb 14, 2025 | 109 | $347.0M |
| Searle & Co. | 0000710127 | Feb 14, 2025 | 177 | $346.9M |
| Blue Zone Wealth Advisors, LLC | 0001803106 | Jan 30, 2025 | 101 | $346.8M |
| DDFG, Inc | 0001967640 | Feb 6, 2025 | 78 | $346.5M |
| Timber Creek Capital Management LLC | 0001510848 | Jan 31, 2025 | 80 | $346.4M |
| Horiko Capital Management LLC | 0001762718 | Feb 13, 2025 | 21 | $346.2M |
| M3F, Inc. | 0001511291 | Feb 13, 2025 | 29 | $345.9M |
| Wealth Group Ltd | 0002010748 | Jan 8, 2025 | 65 | $345.9M |
| Prentice Wealth Management LLC | 0001864229 | Feb 3, 2025 | 106 | $345.8M |
| Prevail Innovative Wealth Advisors, LLC | 0001989941 | Feb 12, 2025 | 163 | $345.4M |
| Founders Grove Wealth Partners, LLC | 0002046157 | Jan 14, 2025 | 116 | $345.4M |
| Summit Wealth Group, LLC | 0001802865 | Feb 4, 2025 | 98 | $345.2M |
| Bryce Point Capital, LLC | 0002019492 | Feb 12, 2025 | 398 | $345.1M |
| Access Investment Management LLC | 0002010477 | Feb 4, 2025 | 99 | $345.1M |
| Lorne Steinberg Wealth Management Inc. | 0001851362 | Jan 31, 2025 | 70 | $344.9M |
| Oldfield Partners LLP | 0001492815 | Jan 23, 2025 | 29 | $344.8M |
| Cordgrass Capital Advisors, LLC | 0001912040 | Feb 7, 2025 | 223 | $344.7M |
| EDENTREE ASSET MANAGEMENT Ltd | 0001980273 | Feb 18, 2025 | 63 | $344.5M |
| State of New Jersey Common Pension Fund E | 0001483260 | Jan 30, 2025 | 1 | $344.0M |
| Park Edge Advisors, LLC | 0001965659 | Jan 21, 2025 | 140 | $343.8M |
| Jentner Corp | 0001695908 | Feb 14, 2025 | 57 | $343.3M |
| Cyrus Capital Partners, L.P. | 0001166564 | Feb 14, 2025 | 6 | $343.1M |
| Prostatis Group LLC | 0001649186 | Mar 21, 2025 | 155 | $343.1M |
| Rock Point Advisors, LLC | 0001301540 | Feb 13, 2025 | 105 | $343.0M |
| RDA Financial Network | 0001774086 | Jan 15, 2025 | 239 | $343.0M |
| Whitaker-Myers Wealth Managers, LTD. | 0001973849 | Jan 15, 2025 | 120 | $343.0M |
| University of Illinois Foundation | 0001994249 | Feb 12, 2025 | 5 | $342.8M |
| Farmers National Bank | 0001632966 | May 14, 2025 | 160 | $342.8M |
| Hill Island Financial LLC | 0001909798 | Feb 11, 2025 | 73 | $342.4M |
| O'Neil Global Advisors, Inc. | 0001861159 | Feb 3, 2025 | 37 | $342.4M |
| Estuary Capital Management LP | 0001965005 | Feb 14, 2025 | 10 | $342.3M |
| Palo Duro Investment Partners, LP | 0001977128 | Feb 14, 2025 | 18 | $342.2M |
| Horrell Capital Management, Inc. | 0001385925 | Feb 11, 2025 | 212 | $342.1M |
| Prevatt Capital Ltd | 0002009520 | Feb 14, 2025 | 12 | $342.1M |
| New Capital Management LP | 0001696731 | Jan 13, 2025 | 51 | $342.0M |
| FDx Advisors, Inc. | 0001566601 | Feb 3, 2025 | 178 | $342.0M |
| Rothschild Wealth LLC | 0001811345 | Feb 14, 2025 | 184 | $341.9M |
| Kendall Capital Management | 0001731372 | Feb 7, 2025 | 217 | $341.8M |
| Prudent Investors Network, Inc. | 0001766005 | Jan 24, 2025 | 58 | $341.7M |
| Cim Investment Management Inc. | 0001179791 | Feb 13, 2025 | 249 | $341.6M |
| Freshford Capital Management, LLC | 0001459270 | Feb 14, 2025 | 15 | $341.1M |
| Neumann Advisory Hong Kong Ltd | 0001727862 | Jan 22, 2025 | 10 | $341.0M |
| Nikulski Financial, Inc. | 0001729847 | Jan 21, 2025 | 133 | $340.2M |
| Navalign, LLC | 0001820593 | Feb 18, 2025 | 116 | $340.2M |
| Supplemental Annuity Collective Trust of NJ | 0001483065 | Jan 30, 2025 | 214 | $339.9M |
| Georgetown University | 0001730469 | Feb 14, 2025 | 18 | $339.4M |
| Mayport, LLC | 0001922875 | Feb 6, 2025 | 84 | $339.4M |
| G2 Capital Management, LLC / Oh | 0001910858 | Feb 7, 2025 | 62 | $339.2M |
| Wick Capital Partners, LLC | 0001904388 | Feb 18, 2025 | 91 | $339.0M |
| Goodman Advisory Group, LLC | 0001864123 | Feb 13, 2025 | 53 | $339.0M |
| FengHe Fund Management Pte. Ltd. | 0001660531 | Jan 31, 2025 | 15 | $338.9M |
| ABLE Financial Group, LLC | 0001977500 | Feb 27, 2025 | 192 | $338.6M |
| Hussman Strategic Advisors, Inc. | 0001179475 | Feb 3, 2025 | 234 | $338.5M |
| McCollum Christoferson Group LLC | 0001727573 | Feb 11, 2025 | 69 | $338.4M |
| Whitford Management LLC | 0001957726 | Feb 14, 2025 | 21 | $338.4M |
| Eclectic Associates Inc. | 0000743482 | Jan 21, 2025 | 117 | $338.0M |
| Home Federal Bank of Tennessee | 0001665446 | Jan 24, 2025 | 81 | $337.9M |
| NatWest Group plc | 0000844150 | Jan 28, 2025 | 33 | $337.9M |
| MPS Loria Financial Planners, LLC | 0001716180 | Jan 14, 2025 | 80 | $337.8M |
| ZEGA Investments, LLC | 0002045703 | Feb 11, 2025 | 128 | $337.8M |
| Trustees of Dartmouth College | 0001599404 | Feb 5, 2025 | 5 | $337.7M |
| Aspen Wealth Management LLC | 0001895252 | Jan 15, 2025 | 86 | $337.4M |
| Coston, McIsaac & Partners | 0001945037 | Jan 23, 2025 | 860 | $337.4M |
| Mandatum Life Insurance Co Ltd | 0001664324 | Jan 16, 2025 | 81 | $337.4M |
| SRH Advisors, LLC | 0001512779 | Jan 29, 2025 | 281 | $337.1M |
| Windsor Capital Management, LLC | 0001543100 | Jan 28, 2025 | 119 | $337.1M |
| PSI Advisors, LLC | 0001779040 | Jan 13, 2025 | 892 | $337.0M |
| Roberts Glore & Co. Inc. | 0001017115 | Feb 7, 2025 | 208 | $337.0M |
| Westend Capital Management, LLC | 0001331997 | Jan 15, 2025 | 225 | $336.9M |
| Oak Thistle LLC | 0001755987 | Jan 14, 2025 | 392 | $336.8M |
| Pennant Investors, LP | 0001759176 | Feb 14, 2025 | 15 | $336.8M |
| Compton Financial Group, LLC | 0001844567 | Jan 30, 2025 | 33 | $336.5M |
| Fourth Sail Capital LP | 0001803158 | Feb 6, 2025 | 21 | $336.4M |
| Sovereign Investment Advisors, LLC | 0001908165 | Feb 10, 2025 | 93 | $336.1M |
| Astoria Strategic Wealth, Inc. | 0001777914 | Jan 21, 2025 | 32 | $336.1M |
| Old Mission Investment Co LLC | 0002149839 | Sep 16, 2026 | 120 | $335.9M |
| MBM Wealth Consultants, LLC | 0001762068 | Jan 17, 2025 | 104 | $335.9M |
| Uncommon Cents Investing LLC | 0001729754 | Jan 16, 2025 | 197 | $335.8M |
| Reverence Capital Partners, L.P. | 0001907530 | Feb 11, 2025 | 1 | $335.7M |
| WealthTrust Axiom LLC | 0001425949 | Feb 13, 2025 | 255 | $335.6M |
| Brooklyn Investment Group | 0001795705 | Jan 15, 2025 | 1,943 | $335.6M |
| Greencape Capital Pty Ltd | 0001731029 | Feb 5, 2025 | 3 | $335.3M |
| New Harbor Financial Group, LLC | 0001548577 | Jan 17, 2025 | 59 | $335.2M |
| Fiduciary Family Office, LLC | 0002020280 | Jan 17, 2025 | 59 | $335.2M |
| West Wealth Group, LLC | 0001923591 | Jan 22, 2025 | 93 | $335.1M |
| Brown, Lisle/Cummings, Inc. | 0000014745 | Jan 27, 2025 | 638 | $335.1M |
| Meridian Investment Counsel Inc. | 0001427351 | Feb 12, 2025 | 213 | $335.0M |
| Midwest Professional Planners, LTD. | 0001730575 | Feb 10, 2025 | 152 | $334.9M |
| Mason & Associates, LLC | 0001895045 | Jan 15, 2025 | 39 | $334.8M |
| Freedom Day Solutions, LLC | 0001467517 | Feb 3, 2025 | 99 | $334.4M |
| Flagship Pioneering, LLC | 0001400240 | Feb 14, 2025 | 5 | $334.2M |