| Fairhaven Wealth Management, LLC | 0001767056 | Feb 4, 2025 | 116 | $319.7M |
| Centurion Wealth Management LLC | 0001951368 | Feb 10, 2025 | 215 | $319.7M |
| Global Wealth Strategies & Associates | 0001912297 | Jan 2, 2025 | 453 | $319.6M |
| Fosun International Ltd | 0001447884 | Feb 14, 2025 | 47 | $319.6M |
| Sycale Advisors (NY) LLC | 0001811522 | Feb 14, 2025 | 19 | $319.5M |
| Aristotle Pacific Capital, LLC | 0001844577 | Feb 14, 2025 | 6 | $319.3M |
| Modus Advisors, LLC | 0001799284 | Jan 3, 2025 | 326 | $319.2M |
| PARUS FINANCE (UK) Ltd | 0001611519 | Feb 12, 2025 | 34 | $319.0M |
| WT Wealth Management | 0001780507 | Feb 5, 2025 | 134 | $318.6M |
| Strata Wealth Advisors, LLC | 0001946237 | Feb 3, 2025 | 78 | $318.6M |
| tru Independence LLC | 0001785445 | Jan 22, 2025 | 113 | $318.4M |
| Colony Family Offices, LLC | 0001633573 | Feb 11, 2025 | 78 | $318.3M |
| Carr Financial Group Corp | 0001931232 | Jan 21, 2025 | 180 | $318.2M |
| Butensky & Cohen Financial Security, Inc. | 0001632802 | Jan 15, 2025 | 95 | $318.0M |
| Triune Financial Partners, LLC | 0002040393 | Feb 14, 2025 | 37 | $317.7M |
| MSH Capital Advisors LLC | 0002056306 | Feb 13, 2025 | 226 | $317.6M |
| Redpoint Management, LLC | 0001689508 | Feb 14, 2025 | 6 | $317.5M |
| Fischer Financial Services, Inc. | 0002064001 | Apr 11, 2025 | 64 | $317.4M |
| GSG Advisors LLC | 0001995773 | Jan 14, 2025 | 110 | $317.3M |
| Ruedi Wealth Management, Inc. | 0001940678 | Feb 13, 2025 | 333 | $316.8M |
| Beam Wealth Advisors, Inc. | 0001803426 | Feb 7, 2025 | 104 | $316.1M |
| Arcus Capital Partners, LLC | 0001651960 | Jan 30, 2025 | 110 | $316.1M |
| Coyle Financial Counsel LLC | 0001593038 | Feb 4, 2025 | 73 | $316.0M |
| Matthew 25 Management Corp | 0001351431 | Feb 4, 2025 | 19 | $315.5M |
| BCGM Wealth Management, LLC | 0001830467 | Feb 4, 2025 | 149 | $315.2M |
| Roman Butler Fullerton & Co. | 0000733444 | Jan 30, 2025 | 229 | $315.2M |
| Punch Card Management L.P. | 0001631664 | Feb 14, 2025 | 4 | $315.1M |
| Silverleafe Capital Partners, LLC | 0001535611 | Jan 6, 2025 | 101 | $315.1M |
| Parisi Gray Wealth Management | 0001716659 | Jan 13, 2025 | 105 | $314.6M |
| Mattson Financial Services, LLC | 0002034595 | Mar 10, 2025 | 348 | $314.6M |
| Brave Asset Management Inc. | 0001085867 | Jan 14, 2025 | 162 | $314.5M |
| D.B. Root & Company, LLC | 0001731717 | Jan 17, 2025 | 184 | $314.4M |
| Clean Yield Group | 0001525865 | Jan 13, 2025 | 458 | $314.4M |
| Ogorek Anthony Joseph /NY/ | 0000714364 | Jan 24, 2025 | 308 | $314.4M |
| Lhm, Inc. | 0002009224 | Feb 6, 2025 | 22 | $314.2M |
| Avanda Investment Management Pte. Ltd. | 0001650258 | Feb 14, 2025 | 23 | $314.2M |
| Endeavour Capital Advisors Inc. | 0001218749 | Feb 12, 2025 | 32 | $314.1M |
| Solus Alternative Asset Management LP | 0001407737 | Feb 14, 2025 | 10 | $314.0M |
| Cardinal Strategic Wealth Guidance | 0001801989 | Jan 29, 2025 | 83 | $313.8M |
| Lion Street Advisors, LLC | 0001801991 | Jan 27, 2025 | 260 | $313.7M |
| West Branch Capital LLC | 0001738723 | Jan 17, 2025 | 546 | $313.5M |
| S&T Bank | 0001010911 | Feb 14, 2025 | 256 | $313.4M |
| Sherbrooke Park Advisers LLC | 0001965377 | Feb 14, 2025 | 717 | $313.4M |
| TrueMark Investments, LLC | 0001974457 | Feb 12, 2025 | 179 | $313.3M |
| Skaana Management L.P. | 0001860998 | Feb 14, 2025 | 108 | $313.0M |
| Packer & Co Ltd | 0001664017 | Feb 11, 2025 | 6 | $312.9M |
| Trust Co. of Oklahoma | 0001083323 | Jan 17, 2025 | 125 | $312.9M |
| Buckhead Capital Management LLC | 0001133999 | Jan 30, 2025 | 125 | $312.8M |
| Earned Wealth Advisors, LLC | 0001905663 | Jan 31, 2025 | 164 | $312.7M |
| Quantum Private Wealth, LLC | 0001929662 | Jan 30, 2025 | 180 | $312.6M |
| Rinkey Investments | 0001730774 | Feb 14, 2025 | 90 | $312.5M |
| Wambolt & Associates, LLC | 0001755723 | Feb 12, 2025 | 183 | $312.5M |
| Buska Wealth Management, LLC | 0001910503 | Mar 4, 2025 | 58 | $312.4M |
| WIT Partners Advisory Pte. Ltd. | 0002000043 | Jan 23, 2025 | 1 | $312.4M |
| Thomas J. Herzfeld Advisors, Inc. | 0001509510 | Feb 12, 2025 | 147 | $312.1M |
| Polymer Capital Management (US) LLC | 0001973324 | Feb 13, 2025 | 331 | $312.0M |
| Prosperity Planning, Inc. | 0001843292 | Jan 17, 2025 | 103 | $312.0M |
| Benchmark Financial Wealth Advisors, LLC | 0001757706 | Jan 27, 2025 | 100 | $312.0M |
| Abound Wealth Management | 0001950323 | Jan 13, 2025 | 1,225 | $311.7M |
| Shilanski & Associates, Inc. | 0001722084 | Jan 21, 2025 | 101 | $311.7M |
| Bruce & Co., Inc. | 0001358331 | Feb 11, 2025 | 41 | $311.4M |
| ShankerValleau Wealth Advisors, Inc. | 0001903273 | Jan 6, 2025 | 35 | $311.4M |
| LPWM LLC | 0001801101 | Jan 14, 2025 | 78 | $311.3M |
| Chase Investment Counsel Corp. | 0000019475 | Feb 5, 2025 | 134 | $311.3M |
| Mirabaud & Cie SA | 0001869685 | Jan 17, 2025 | 57 | $311.2M |
| Cloverfields Capital Group, LP | 0001819581 | Feb 13, 2025 | 94 | $311.0M |
| Dodds Wealth, LLC | 0001973728 | Jan 28, 2025 | 60 | $311.0M |
| WR Wealth Planners, LLC | 0002031978 | Feb 5, 2025 | 1,104 | $311.0M |
| Barry Investment Advisors, LLC | 0001631639 | Jan 23, 2025 | 111 | $311.0M |
| KG Capital Management | 0001771687 | Jan 24, 2025 | 185 | $311.0M |
| Hamel Associates, Inc. | 0001599760 | Feb 5, 2025 | 74 | $310.7M |
| Thomist Capital Management, LP | 0001767809 | Feb 14, 2025 | 45 | $310.6M |
| Pacifica Capital Investments, LLC | 0001486713 | Feb 11, 2025 | 14 | $310.6M |
| Legacy Financial Group, Inc. | 0001965579 | Feb 18, 2025 | 85 | $310.6M |
| Roanoke Asset Management Corp./ NY | 0001089710 | Feb 5, 2025 | 96 | $310.5M |
| Proquility Private Wealth Partners, LLC | 0001844911 | Jan 17, 2025 | 88 | $310.5M |
| PYA Waltman Capital, LLC | 0001800135 | Feb 3, 2025 | 78 | $310.4M |
| Cornercap Investment Counsel Inc. | 0001062938 | Feb 12, 2025 | 462 | $310.4M |
| Maridea Wealth Management LLC | 0002056245 | Feb 12, 2025 | 230 | $310.2M |
| Gradient Capital Advisors, LLC | 0001727917 | Jan 29, 2025 | 152 | $310.2M |
| GoodHaven Capital Management, LLC | 0001542300 | Feb 11, 2025 | 27 | $310.1M |
| Mezzasalma Advisors, LLC | 0001864916 | Jan 28, 2025 | 143 | $310.0M |
| Tetragon Partners GP Ltd | 0001515070 | Feb 21, 2025 | 25 | $309.9M |
| Oasis Management Co Ltd. | 0001317904 | Feb 14, 2025 | 78 | $309.8M |
| Avalon Capital Management | 0001510809 | Feb 4, 2025 | 131 | $309.8M |
| Argonautica Private Wealth Management, Inc. | 0001931870 | Feb 5, 2025 | 191 | $309.7M |
| Measured Wealth Private Client Group, LLC | 0001720235 | Jan 27, 2025 | 172 | $309.5M |
| Northcape Wealth Management, LLC | 0001902806 | Jan 31, 2025 | 131 | $309.2M |
| Prasad Wealth Partners, LLC | 0002048885 | Feb 4, 2025 | 113 | $309.1M |
| Claar Advisors LLC | 0001593410 | Feb 14, 2025 | 20 | $309.0M |
| Winmill & Co. Inc. | 0000052234 | Feb 13, 2025 | 55 | $309.0M |
| CWS Financial Advisors, LLC | 0001802459 | Feb 4, 2025 | 126 | $308.9M |
| Integral Investment Advisors, Inc. | 0001902826 | Feb 4, 2025 | 153 | $308.8M |
| Allegiance Financial Group Advisory Services LLC | 0001964068 | Feb 5, 2025 | 113 | $308.7M |
| First International Bank & Trust | 0001910370 | Jan 10, 2025 | 70 | $308.7M |
| Long Path Partners LP | 0001905112 | Feb 12, 2025 | 11 | $308.6M |
| Court Place Advisors, LLC | 0001566113 | Jan 22, 2025 | 148 | $308.3M |
| Aft, Forsyth & Sober, LLC | 0001566801 | Feb 14, 2025 | 77 | $308.3M |
| Bay Harbor Wealth Management, LLC | 0001767989 | Jan 27, 2025 | 181 | $308.1M |
| O'Brien Greene & Co. Inc | 0001768635 | Feb 3, 2025 | 134 | $308.0M |