| NovaPoint Capital, LLC | 0001815025 | Oct 17, 2024 | 129 | $322.5M |
| RDA Financial Network | 0001774086 | Oct 15, 2024 | 229 | $322.3M |
| Colony Family Offices, LLC | 0001633573 | Nov 7, 2024 | 64 | $322.2M |
| Cedar Wealth Management, LLC | 0001665642 | Nov 8, 2024 | 265 | $322.2M |
| Scott & Selber, Inc. | 0001315269 | Nov 1, 2024 | 89 | $322.1M |
| Ikarian Capital, LLC | 0001778253 | Nov 14, 2024 | 96 | $322.0M |
| Freedom Day Solutions, LLC | 0001467517 | Oct 23, 2024 | 99 | $321.8M |
| Alpha Wave Global, LP | 0001558858 | Nov 13, 2024 | 20 | $321.8M |
| Physicians Financial Services, Inc. | 0001665518 | Oct 31, 2024 | 107 | $321.6M |
| Blue Zone Wealth Advisors, LLC | 0001803106 | Oct 7, 2024 | 99 | $321.4M |
| Lodge Hill Capital, LLC | 0001598245 | Nov 13, 2024 | 25 | $321.2M |
| O'Brien Greene & Co. Inc | 0001768635 | Nov 15, 2024 | 136 | $321.1M |
| US Financial Advisors, LLC | 0001640420 | Oct 31, 2024 | 88 | $321.1M |
| Ayalon Insurance Comp Ltd. | 0001642216 | Oct 28, 2024 | 63 | $321.1M |
| Thames Capital Management LLC | 0001714267 | Nov 14, 2024 | 38 | $321.0M |
| Georgetown University | 0001730469 | Nov 14, 2024 | 19 | $320.8M |
| Heirloom Wealth Management | 0001882903 | Oct 16, 2024 | 47 | $320.7M |
| Hurlow Wealth Management Group, Inc. | 0001747749 | Oct 7, 2024 | 118 | $320.6M |
| Pensionfund Sabic | 0001637246 | Oct 9, 2024 | 197 | $320.3M |
| Guidance Capital, Inc. | 0001958743 | Oct 22, 2024 | 173 | $319.6M |
| Opal Wealth Advisors, LLC | 0001844201 | Oct 15, 2024 | 189 | $319.3M |
| Redmond Asset Management, LLC | 0001567890 | Nov 13, 2024 | 153 | $318.8M |
| Endeavour Capital Advisors Inc. | 0001218749 | Nov 14, 2024 | 29 | $318.6M |
| Triune Financial Partners, LLC | 0002040393 | Nov 1, 2024 | 33 | $318.6M |
| Freshford Capital Management, LLC | 0001459270 | Nov 14, 2024 | 9 | $318.6M |
| Aquire Wealth Advisors, LLC | 0001745945 | Nov 4, 2024 | 46 | $318.6M |
| SailingStone Capital Partners LLC | 0001608904 | Nov 14, 2024 | 14 | $318.2M |
| Platform Technology Partners | 0001830817 | Nov 4, 2024 | 224 | $318.0M |
| Roanoke Asset Management Corp./ NY | 0001089710 | Oct 28, 2024 | 106 | $317.9M |
| Twelve Points Wealth Management LLC | 0001877090 | Oct 16, 2024 | 183 | $317.8M |
| Lhm, Inc. | 0002009224 | Nov 8, 2024 | 19 | $317.8M |
| Buck Wealth Strategies, LLC | 0001973259 | Nov 5, 2024 | 68 | $317.8M |
| Rovida Advisors Inc. | 0001653857 | Nov 12, 2024 | 23 | $317.7M |
| Princeton Capital Management LLC | 0001167026 | Nov 7, 2024 | 119 | $317.5M |
| Steamboat Capital Partners, LLC | 0001635663 | Nov 14, 2024 | 49 | $317.3M |
| MBM Wealth Consultants, LLC | 0001762068 | Oct 7, 2024 | 106 | $317.0M |
| Financial Insights, Inc. | 0001642058 | Oct 22, 2024 | 145 | $316.7M |
| Buckhead Capital Management LLC | 0001133999 | Nov 7, 2024 | 126 | $316.2M |
| Keeler Thomas Management LLC | 0001730660 | Oct 17, 2024 | 68 | $316.2M |
| Etfidea, LLC | 0001957148 | Nov 8, 2024 | 113 | $316.1M |
| PCJ Investment Counsel Ltd. | 0001426318 | Nov 8, 2024 | 70 | $315.9M |
| DecisionPoint Financial, LLC | 0001938514 | Oct 29, 2024 | 241 | $315.9M |
| Hall Laurie J Trustee | 0001388382 | Oct 8, 2024 | 262 | $315.6M |
| Prosperity Planning, Inc. | 0001843292 | Oct 7, 2024 | 104 | $315.6M |
| Caligan Partners LP | 0001727492 | Nov 14, 2024 | 12 | $315.5M |
| C Partners Holding GmbH | 0001634083 | Nov 14, 2024 | 12 | $315.1M |
| Weaver Consulting Group | 0001780055 | Nov 14, 2024 | 223 | $314.7M |
| Clean Yield Group | 0001525865 | Oct 7, 2024 | 473 | $314.6M |
| Steph & Co. | 0000941519 | Oct 15, 2024 | 294 | $314.2M |
| Valueworks LLC | 0001282189 | Nov 14, 2024 | 34 | $314.1M |
| Strategic Financial Concepts, LLC | 0001870686 | Nov 12, 2024 | 244 | $314.0M |
| SWS Partners | 0001731731 | Oct 15, 2024 | 116 | $313.9M |
| Tetragon Partners GP Ltd | 0001515070 | Nov 14, 2024 | 22 | $313.8M |
| Hudson Capital Management LLC | 0001727342 | Oct 9, 2024 | 66 | $313.7M |
| Quaker Capital Investments, LLC | 0001633648 | Nov 13, 2024 | 15 | $313.4M |
| Centurion Wealth Management LLC | 0001951368 | Nov 7, 2024 | 217 | $313.4M |
| LongView Wealth Management | 0001990190 | Oct 9, 2024 | 194 | $313.3M |
| Summit Wealth & Retirement Planning, Inc. | 0001766995 | Nov 1, 2024 | 68 | $313.3M |
| Peterson Wealth Services | 0001906799 | Nov 7, 2024 | 218 | $313.1M |
| WT Wealth Management | 0001780507 | Oct 21, 2024 | 129 | $312.9M |
| Harvest Investment Services, LLC | 0001591097 | Nov 14, 2024 | 223 | $312.8M |
| L1 Capital International Pty Ltd | 0002009023 | Nov 14, 2024 | 19 | $312.6M |
| Vista Investment Partners LLC | 0002023386 | Oct 16, 2024 | 153 | $312.4M |
| Proquility Private Wealth Partners, LLC | 0001844911 | Oct 15, 2024 | 87 | $312.2M |
| First International Bank & Trust | 0001910370 | Oct 4, 2024 | 74 | $312.0M |
| Mayport, LLC | 0001922875 | Oct 16, 2024 | 80 | $312.0M |
| Garden State Investment Advisory Services LLC | 0001965351 | Dec 10, 2024 | 231 | $311.9M |
| Core Wealth Advisors, Inc. | 0001770532 | Nov 13, 2024 | 58 | $311.8M |
| TrueMark Investments, LLC | 0001974457 | Oct 16, 2024 | 239 | $311.6M |
| Wittenberg Investment Management, Inc. | 0001697790 | Nov 13, 2024 | 80 | $311.5M |
| Atticus Wealth Management, LLC | 0001800234 | Oct 15, 2024 | 521 | $311.4M |
| Family Capital Trust Co | 0001123320 | Oct 29, 2024 | 61 | $311.2M |
| Athos Capital Ltd | 0001681662 | Nov 14, 2024 | 40 | $311.1M |
| Strata Wealth Advisors, LLC | 0001946237 | Nov 13, 2024 | 73 | $311.0M |
| PARUS FINANCE (UK) Ltd | 0001611519 | Nov 14, 2024 | 32 | $310.9M |
| Atwater Malick LLC | 0001769288 | Oct 10, 2024 | 76 | $310.7M |
| Total Clarity Wealth Management, Inc. | 0001804909 | Oct 21, 2024 | 258 | $310.7M |
| Enterprise Bank & Trust Co | 0001770710 | Oct 8, 2024 | 129 | $310.4M |
| KG Capital Management | 0001771687 | Oct 29, 2024 | 189 | $310.0M |
| Stone Summit Wealth LLC | 0001908192 | Oct 31, 2024 | 141 | $309.9M |
| Oak Hill Capital Management, LLC | 0001537607 | Oct 23, 2024 | 1 | $309.9M |
| RPg Family Wealth Advisory, LLC | 0001569884 | Nov 13, 2024 | 77 | $309.7M |
| Drake & Associates, LLC | 0001935795 | Oct 16, 2024 | 88 | $309.7M |
| Gilliland Jeter Wealth Management LLC | 0002009886 | Oct 21, 2024 | 665 | $309.5M |
| Cloverfields Capital Group, LP | 0001819581 | Nov 14, 2024 | 92 | $309.4M |
| Wick Capital Partners, LLC | 0001904388 | Nov 14, 2024 | 80 | $309.3M |
| Operose Advisors LLC | 0001909750 | Nov 13, 2024 | 610 | $309.2M |
| Roberts Wealth Advisors, LLC | 0001885319 | Oct 15, 2024 | 95 | $309.1M |
| Regimen Wealth, LLC | 0001963863 | Nov 14, 2024 | 65 | $309.1M |
| Rinkey Investments | 0001730774 | Nov 13, 2024 | 81 | $309.0M |
| Neo Ivy Capital Management | 0001727783 | Nov 18, 2024 | 264 | $308.8M |
| CM Wealth Advisors LLC | 0001764581 | Nov 12, 2024 | 84 | $308.7M |
| Chapin Davis, Inc. | 0000872098 | Oct 7, 2024 | 232 | $308.7M |
| West Wealth Group, LLC | 0001923591 | Oct 23, 2024 | 84 | $308.6M |
| Gibbs Wealth Management | 0002081110 | Nov 4, 2025 | 259 | $308.5M |
| BCGM Wealth Management, LLC | 0001830467 | Nov 6, 2024 | 154 | $308.3M |
| Long Path Partners LP | 0001905112 | Nov 12, 2024 | 10 | $308.3M |
| Trust Co. of Oklahoma | 0001083323 | Oct 15, 2024 | 125 | $308.2M |
| AllGen Financial Advisors, Inc. | 0001964809 | Oct 24, 2024 | 40 | $308.1M |
| FTV Management Company, L.P. | 0002021589 | Nov 14, 2024 | 1 | $307.9M |