| Paragon Advisors, LLC | 0001799719 | Nov 6, 2024 | 77 | $307.8M |
| Shilanski & Associates, Inc. | 0001722084 | Nov 12, 2024 | 102 | $307.7M |
| Oak Thistle LLC | 0001755987 | Nov 12, 2024 | 384 | $307.6M |
| Wakefield Asset Management LLLP | 0001600435 | Nov 5, 2024 | 142 | $307.5M |
| RFP Financial Group LLC | 0001956564 | Oct 21, 2024 | 107 | $307.0M |
| Fernwood Investment Management, LLC | 0001570296 | Oct 29, 2024 | 189 | $306.8M |
| Harbor Advisory Corp. | 0001100710 | Oct 21, 2024 | 90 | $306.4M |
| Indigo Partners LLC | 0001846122 | Nov 14, 2024 | 2 | $306.3M |
| Bay Harbor Wealth Management, LLC | 0001767989 | Oct 24, 2024 | 164 | $306.1M |
| Truefg, LLC | 0001766067 | Oct 18, 2024 | 52 | $306.0M |
| PYA Waltman Capital, LLC | 0001800135 | Nov 15, 2024 | 73 | $306.0M |
| Elevatus Welath Management | 0001982776 | Nov 14, 2024 | 101 | $305.9M |
| Legacy CG, LLC | 0001904825 | Oct 30, 2024 | 52 | $305.8M |
| Stolper Co | 0001808195 | Oct 9, 2024 | 89 | $305.7M |
| Point72 Italy, S.r.l. | 0002006887 | Nov 14, 2024 | 32 | $305.7M |
| Prostatis Group LLC | 0001649186 | Mar 21, 2025 | 130 | $305.6M |
| Cardinal Strategic Wealth Guidance | 0001801989 | Oct 29, 2024 | 60 | $305.5M |
| LPWM LLC | 0001801101 | Oct 7, 2024 | 77 | $305.4M |
| Northcape Wealth Management, LLC | 0001902806 | Nov 6, 2024 | 130 | $305.3M |
| First American Financial Corp | 0001472787 | Nov 12, 2024 | 3 | $305.2M |
| Heritage Wealth Management, Inc. | 0001944755 | Oct 31, 2024 | 229 | $305.0M |
| McElhenny Sheffield Capital Management, LLC | 0001886813 | Oct 21, 2024 | 101 | $304.9M |
| Sovereign Investment Advisors, LLC | 0001908165 | Nov 12, 2024 | 34 | $304.9M |
| Weil Company, Inc. | 0001318011 | Nov 4, 2024 | 142 | $304.8M |
| American Assets Inc. | 0000885118 | Nov 5, 2024 | 18 | $304.5M |
| Global Wealth Strategies & Associates | 0001912297 | Oct 1, 2024 | 373 | $304.4M |
| Modus Advisors, LLC | 0001799284 | Oct 9, 2024 | 112 | $304.4M |
| Zega Financial, LLC | 0001610186 | Nov 14, 2024 | 108 | $304.3M |
| Aft, Forsyth & Sober, LLC | 0001566801 | Nov 14, 2024 | 79 | $304.1M |
| Wells Trecaso Financial Group, LLC | 0001737987 | Oct 25, 2024 | 92 | $304.0M |
| Brooklyn Investment Group | 0001795705 | Nov 13, 2024 | 1,039 | $303.9M |
| Fosun International Ltd | 0001447884 | Nov 14, 2024 | 52 | $303.7M |
| Channel Wealth LLC | 0001975550 | Oct 31, 2024 | 164 | $303.6M |
| D.B. Root & Company, LLC | 0001731717 | Oct 31, 2024 | 179 | $303.4M |
| Biechele Royce Advisors | 0001730808 | Oct 29, 2024 | 55 | $303.4M |
| MorganRosel Wealth Management, LLC | 0001753218 | Oct 10, 2024 | 101 | $303.3M |
| Precedent Wealth Partners, LLC | 0002008666 | Oct 17, 2024 | 142 | $303.2M |
| Arohi Asset Management PTE Ltd. | 0002043756 | Nov 14, 2024 | 5 | $303.1M |
| Fiduciary Family Office, LLC | 0002020280 | Oct 30, 2024 | 201 | $303.0M |
| Parisi Gray Wealth Management | 0001716659 | Oct 7, 2024 | 109 | $302.9M |
| Fielder Capital Group LLC | 0002010765 | Nov 12, 2024 | 215 | $302.7M |
| GSG Advisors LLC | 0001995773 | Nov 1, 2024 | 110 | $302.4M |
| Norman Fields, Gottscho Capital Management, LLC | 0001352449 | Oct 1, 2024 | 61 | $302.1M |
| Terril Brothers, Inc. | 0000314169 | Nov 4, 2024 | 60 | $302.1M |
| Portman Square Capital LLP | 0001966898 | Oct 16, 2024 | 80 | $302.0M |
| Frontier Asset Management, LLC | 0001910146 | Nov 12, 2024 | 67 | $302.0M |
| Gradient Capital Advisors, LLC | 0001727917 | Oct 16, 2024 | 148 | $302.0M |
| Glass Jacobson Investment Advisors llc | 0001964394 | Nov 15, 2024 | 764 | $301.6M |
| S.E.E.D. Planning Group LLC | 0001765515 | Oct 15, 2024 | 73 | $301.6M |
| GoodHaven Capital Management, LLC | 0001542300 | Nov 12, 2024 | 26 | $301.6M |
| Argonautica Private Wealth Management, Inc. | 0001931870 | Oct 29, 2024 | 196 | $301.5M |
| East Coast Asset Management, LLC. | 0001579254 | Nov 14, 2024 | 73 | $301.2M |
| Nia Impact Advisors, LLC | 0001815217 | Nov 14, 2024 | 109 | $301.2M |
| Defender Capital, LLC. | 0001766929 | Oct 21, 2024 | 35 | $301.1M |
| Abound Wealth Management | 0001950323 | Nov 4, 2024 | 1,299 | $301.1M |
| Financial Advisory Partners, LLC | 0001994252 | Oct 9, 2024 | 67 | $301.1M |
| Horan Capital Advisors, LLC. | 0001584086 | Nov 8, 2024 | 120 | $301.0M |
| Susquehanna International Securities, Ltd. | 0001765923 | Nov 14, 2024 | 43 | $300.9M |
| Ascentis Wealth Management, LLC | 0002032602 | Oct 11, 2024 | 481 | $300.9M |
| Bonness Enterprises Inc. | 0001105471 | Oct 18, 2024 | 37 | $300.9M |
| Detalus Advisors, LLC | 0001799677 | Oct 22, 2024 | 155 | $300.8M |
| Tiff Advisory Services, LLC | 0001271347 | Nov 5, 2024 | 19 | $300.8M |
| Family Legacy, Inc. | 0001706016 | Oct 15, 2024 | 122 | $300.8M |
| Prevatt Capital Ltd | 0002009520 | Nov 14, 2024 | 12 | $300.8M |
| Whitaker-Myers Wealth Managers, LTD. | 0001973849 | Oct 18, 2024 | 106 | $300.7M |
| Legacy Capital Group California, Inc. | 0001977092 | Oct 23, 2024 | 312 | $300.6M |
| Neumann Capital Management, LLC | 0001631930 | Nov 6, 2024 | 101 | $300.6M |
| Syntrinsic LLC | 0002012611 | Oct 8, 2024 | 79 | $300.6M |
| Juniper Capital Advisors, L.P. | 0002011609 | Feb 17, 2026 | 1 | $300.5M |
| ForthRight Wealth Management, LLC | 0001841633 | Oct 28, 2024 | 63 | $300.4M |
| Chase Investment Counsel Corp. | 0000019475 | Nov 5, 2024 | 123 | $300.3M |
| Thomas J. Herzfeld Advisors, Inc. | 0001509510 | Nov 12, 2024 | 155 | $300.3M |
| Dodds Wealth, LLC | 0001973728 | Oct 25, 2024 | 59 | $300.0M |
| Benchmark Financial Wealth Advisors, LLC | 0001757706 | Oct 30, 2024 | 100 | $299.9M |
| Trust Co of Tennessee | 0002025098 | Nov 4, 2024 | 6 | $299.8M |
| Prudent Man Advisors, LLC | 0001817174 | Nov 7, 2024 | 183 | $299.7M |
| FIFTHDELTA Ltd | 0001872766 | Nov 14, 2024 | 10 | $299.7M |
| SWF LLC | 0002065728 | Aug 1, 2025 | 2 | $299.7M |
| EnRich Financial Partners LLC | 0001955091 | Nov 7, 2024 | 224 | $299.4M |
| ArchPoint Investors | 0001483472 | Nov 13, 2024 | 68 | $299.3M |
| TrueWealth Advisors, LLC | 0001817714 | Oct 29, 2024 | 224 | $299.3M |
| Eldred Rock Partners, LLC | 0001984180 | Oct 4, 2024 | 32 | $299.3M |
| Fortis Capital Advisors, LLC | 0001959790 | Nov 13, 2024 | 172 | $299.1M |
| Highline Wealth Partners LLC | 0002042654 | Oct 25, 2024 | 604 | $299.0M |
| Measured Wealth Private Client Group, LLC | 0001720235 | Oct 28, 2024 | 179 | $299.0M |
| BancFirst Trust & Investment Management | 0001914099 | Oct 1, 2024 | 54 | $298.9M |
| Meritech Capital Associates V L.L.C. | 0001613048 | Nov 14, 2024 | 2 | $298.8M |
| TriaGen Wealth Management LLC | 0001843848 | Oct 18, 2024 | 171 | $298.6M |
| Leading Edge Financial Planning LLC | 0001967205 | Oct 23, 2024 | 55 | $298.6M |
| Sycale Advisors (NY) LLC | 0001811522 | Nov 14, 2024 | 17 | $298.4M |
| Syverson Strege & Co | 0001682057 | Nov 12, 2024 | 69 | $298.4M |
| Acima Private Wealth, LLC | 0001761961 | Nov 12, 2024 | 184 | $298.4M |
| Sea Cliff Partners Management, LP | 0002011655 | Nov 14, 2024 | 15 | $298.3M |
| Flagstone Financial Management | 0001968890 | Oct 15, 2024 | 53 | $298.2M |
| Mint Tower Capital Management B.V. | 0001666606 | Nov 13, 2024 | 146 | $298.1M |
| Baker Boyer National Bank | 0001079398 | Oct 18, 2024 | 78 | $298.0M |
| Matthew 25 Management Corp | 0001351431 | Nov 7, 2024 | 18 | $297.8M |
| Potrero Capital Research LLC | 0001536630 | Nov 14, 2024 | 34 | $297.8M |
| Generali Powszechne Towarzystwo Emerytalne | 0002042955 | Feb 5, 2025 | 25 | $297.8M |
| Courage Miller Partners, LLC | 0001482106 | Oct 21, 2024 | 81 | $297.5M |