| Activest Wealth Management | 0001883134 | Jul 30, 2024 | 711 | $303.9M |
| Redmond Asset Management, LLC | 0001567890 | Aug 9, 2024 | 155 | $303.7M |
| Ayalon Insurance Comp Ltd. | 0001642216 | Jul 23, 2024 | 66 | $303.7M |
| Quaker Capital Investments, LLC | 0001633648 | Aug 13, 2024 | 16 | $303.5M |
| Siena Capital Partners GP, LLC | 0001694886 | Aug 12, 2024 | 108 | $303.4M |
| Aristotle Pacific Capital, LLC | 0001844577 | Jan 7, 2025 | 6 | $303.2M |
| Roanoke Asset Management Corp./ NY | 0001089710 | Aug 14, 2024 | 102 | $303.1M |
| Innealta Capital, LLC | 0001752579 | Jul 29, 2024 | 1,841 | $303.1M |
| Westmount Partners, LLC | 0002051491 | Jan 28, 2025 | 219 | $303.0M |
| Inspire Trust Co, N.A. | 0001993352 | Aug 13, 2024 | 112 | $302.9M |
| Stewardship Advisors, LLC | 0001733219 | Jul 10, 2024 | 67 | $302.6M |
| Georgetown University | 0001730469 | Aug 14, 2024 | 18 | $302.6M |
| Mokosak Advisory Group, LLC | 0001713112 | Jul 25, 2024 | 29 | $302.5M |
| Empire Financial Management Company, LLC | 0001971875 | Aug 13, 2024 | 199 | $302.3M |
| Keystone Financial Planning, Inc. | 0001596906 | Jul 10, 2024 | 49 | $302.2M |
| WealthBridge Capital Management, LLC | 0001767313 | Aug 2, 2024 | 186 | $302.1M |
| Chan Zuckerberg Initiative, LLC | 0001997453 | Aug 14, 2024 | 2 | $302.0M |
| Fairhaven Wealth Management, LLC | 0001767056 | Aug 1, 2024 | 120 | $301.8M |
| Camelot Capital Partners, LLC | 0001753570 | Aug 14, 2024 | 3 | $301.7M |
| WealthTrust Axiom LLC | 0001425949 | Aug 13, 2024 | 256 | $301.7M |
| Aljian Capital Management, LLC | 0001731260 | Jul 25, 2024 | 36 | $301.5M |
| Syntrinsic LLC | 0002012611 | Aug 8, 2024 | 82 | $301.2M |
| Jentner Corp | 0001695908 | Aug 14, 2024 | 52 | $301.1M |
| Ironsides Asset Advisors, LLC | 0001615135 | Aug 14, 2024 | 64 | $300.5M |
| GraniteShares Advisors LLC | 0001839545 | Aug 1, 2024 | 90 | $300.4M |
| Saraza Management, LP | 0001894188 | Aug 13, 2024 | 12 | $300.4M |
| Beam Wealth Advisors, Inc. | 0001803426 | Aug 7, 2024 | 103 | $300.4M |
| New Harbor Financial Group, LLC | 0001548577 | Aug 1, 2024 | 54 | $300.3M |
| Kendall Capital Management | 0001731372 | Aug 12, 2024 | 209 | $299.9M |
| Morgan Dempsey Capital Management LLC | 0001050463 | Aug 6, 2024 | 86 | $299.6M |
| Atlantic Edge Private Wealth Management, LLC | 0002011145 | Jul 26, 2024 | 486 | $299.4M |
| Zimmermann Investment Management & Planning LLC | 0001908404 | Jul 26, 2024 | 131 | $299.3M |
| MSH Capital Advisors LLC | 0002056306 | Feb 14, 2025 | 222 | $299.3M |
| Midwest Professional Planners, LTD. | 0001730575 | Aug 6, 2024 | 147 | $299.2M |
| O'Keefe Stevens Advisory, Inc. | 0001780565 | Jul 10, 2024 | 69 | $299.2M |
| Curran Financial Partners, LLC | 0001843867 | Jul 22, 2024 | 83 | $299.0M |
| Alpha Wave Global, LP | 0001558858 | Aug 13, 2024 | 24 | $299.0M |
| Vista Investment Partners LLC | 0002023386 | Jul 19, 2024 | 153 | $298.8M |
| SRH Advisors, LLC | 0001512779 | Aug 6, 2024 | 290 | $298.7M |
| Bank Pictet & Cie (asia) Ltd. | 0001599469 | Jul 16, 2024 | 93 | $298.6M |
| Mandatum Life Insurance Co Ltd | 0001664324 | Aug 1, 2024 | 83 | $298.6M |
| Sands Capital Alternatives, LLC | 0001846444 | Aug 13, 2024 | 20 | $298.6M |
| Financial Security Advisor, Inc. | 0001997602 | Aug 5, 2024 | 113 | $298.5M |
| Heritage Wealth Management, Inc. | 0001944755 | Sep 9, 2024 | 220 | $298.3M |
| FSM Wealth Advisors, LLC | 0001942548 | Jul 12, 2024 | 157 | $298.3M |
| US Financial Advisors, LLC | 0001640420 | Aug 2, 2024 | 84 | $298.2M |
| DecisionPoint Financial, LLC | 0001938514 | Aug 9, 2024 | 240 | $298.2M |
| Steadview Capital Management LLC | 0001844008 | Aug 13, 2024 | 7 | $298.0M |
| Blueshift Asset Management, LLC | 0001727827 | Aug 14, 2024 | 321 | $297.8M |
| Hudson Capital Management LLC | 0001727342 | Jul 16, 2024 | 65 | $297.7M |
| Aquire Wealth Advisors, LLC | 0001745945 | Aug 14, 2024 | 43 | $297.7M |
| Keb Asset Management, LLC | 0001903035 | Jul 25, 2024 | 70 | $297.6M |
| Bridge City Capital, LLC | 0001713521 | Aug 13, 2024 | 110 | $297.6M |
| Asset Allocation Strategies LLC | 0001922879 | Jul 31, 2024 | 92 | $297.4M |
| Portman Square Capital LLP | 0001966898 | Jul 19, 2024 | 93 | $297.3M |
| Shilanski & Associates, Inc. | 0001722084 | Jul 18, 2024 | 108 | $297.2M |
| Barry Investment Advisors, LLC | 0001631639 | Aug 14, 2024 | 117 | $297.0M |
| Gilliland Jeter Wealth Management LLC | 0002009886 | Jul 24, 2024 | 687 | $296.9M |
| Riverview Capital Advisers, LLC | 0001962933 | Aug 12, 2024 | 83 | $296.8M |
| Hemington Wealth Management | 0001838234 | Aug 1, 2024 | 113 | $296.6M |
| JRM Investment Counsel, LLC | 0001631084 | Aug 12, 2024 | 21 | $296.5M |
| Fosun International Ltd | 0001447884 | Aug 8, 2024 | 46 | $296.3M |
| Cloverfields Capital Group, LP | 0001819581 | Aug 13, 2024 | 94 | $296.3M |
| Biechele Royce Advisors | 0001730808 | Jul 31, 2024 | 57 | $296.1M |
| First American Financial Corp | 0001472787 | Aug 12, 2024 | 4 | $296.1M |
| Symetra Investment Management Co | 0001811513 | Jul 29, 2024 | 5 | $295.9M |
| Engle Capital Management, L.P. | 0001684868 | Aug 14, 2024 | 21 | $295.8M |
| Oxbow Capital Management (HK) Ltd | 0001713269 | Aug 14, 2024 | 8 | $295.8M |
| Etfidea, LLC | 0001957148 | Aug 13, 2024 | 111 | $295.7M |
| Freedom Day Solutions, LLC | 0001467517 | Jul 22, 2024 | 93 | $295.7M |
| Stevens Capital Management LP | 0001134813 | Aug 9, 2024 | 214 | $295.6M |
| Sycale Advisors (NY) LLC | 0001811522 | Aug 12, 2024 | 18 | $295.3M |
| Mirabaud & Cie SA | 0001869685 | Oct 15, 2024 | 60 | $295.3M |
| Buckhead Capital Management LLC | 0001133999 | Aug 8, 2024 | 118 | $295.2M |
| UG Investment Advisers Ltd. | 0001697814 | Jul 29, 2024 | 12 | $295.0M |
| NovaPoint Capital, LLC | 0001815025 | Jul 10, 2024 | 132 | $294.7M |
| Webs Creek Capital Management LP | 0001825309 | Aug 14, 2024 | 14 | $294.6M |
| Hollow Brook Wealth Management LLC | 0001455251 | Aug 13, 2024 | 77 | $294.5M |
| Summit Wealth & Retirement Planning, Inc. | 0001766995 | Aug 7, 2024 | 64 | $293.7M |
| Packer & Co Ltd | 0001664017 | Jul 15, 2024 | 3 | $293.7M |
| Legacy CG, LLC | 0001904825 | Jul 22, 2024 | 53 | $293.6M |
| Wittenberg Investment Management, Inc. | 0001697790 | Aug 14, 2024 | 81 | $293.5M |
| Keeler Thomas Management LLC | 0001730660 | Jul 23, 2024 | 66 | $293.5M |
| Redwood Investments, LLC | 0001384058 | Aug 14, 2024 | 116 | $293.5M |
| Syverson Strege & Co | 0001682057 | Aug 7, 2024 | 76 | $293.4M |
| Indigo Partners LLC | 0001846122 | Aug 14, 2024 | 2 | $293.4M |
| Steph & Co. | 0000941519 | Jul 30, 2024 | 262 | $293.3M |
| Winmill & Co. Inc. | 0000052234 | Aug 13, 2024 | 58 | $293.2M |
| Proquility Private Wealth Partners, LLC | 0001844911 | Aug 9, 2024 | 86 | $293.2M |
| WT Wealth Management | 0001780507 | Oct 21, 2024 | 121 | $293.2M |
| Pineridge Advisors LLC | 0002012421 | Jul 25, 2024 | 631 | $293.1M |
| D.B. Root & Company, LLC | 0001731717 | Jul 15, 2024 | 184 | $293.1M |
| MBM Wealth Consultants, LLC | 0001762068 | Jul 30, 2024 | 104 | $293.1M |
| Roberts Wealth Advisors, LLC | 0001885319 | Aug 13, 2024 | 90 | $293.0M |
| Seafarer Capital Partners, LLC | 0001697721 | Aug 5, 2024 | 6 | $293.0M |
| Enterprise Bank & Trust Co | 0001770710 | Jul 10, 2024 | 121 | $292.8M |
| Defender Capital, LLC. | 0001766929 | Jul 29, 2024 | 35 | $292.7M |
| Chapin Davis, Inc. | 0000872098 | Jul 19, 2024 | 227 | $292.6M |
| Prosperity Planning, Inc. | 0001843292 | Jul 24, 2024 | 102 | $292.5M |
| Tillman Hartley LLC | 0001966355 | Aug 7, 2024 | 79 | $292.5M |