| Oak Asset Management, LLC | 0001726375 | Apr 18, 2024 | 100 | $267.3M |
| Provident Wealth Management, LLC | 0001799797 | Apr 22, 2024 | 110 | $267.0M |
| EnRich Financial Partners LLC | 0001955091 | May 2, 2024 | 203 | $267.0M |
| Centerpoint Advisors, LLC | 0001733788 | May 2, 2024 | 447 | $266.9M |
| Mathes Company, Inc. | 0001389223 | May 2, 2024 | 132 | $266.9M |
| Roman Butler Fullerton & Co. | 0000733444 | Apr 29, 2024 | 211 | $266.8M |
| Prudent Man Advisors, LLC | 0001817174 | May 14, 2024 | 177 | $266.6M |
| Parisi Gray Wealth Management | 0001716659 | Apr 15, 2024 | 106 | $266.6M |
| Sycale Advisors (NY) LLC | 0001811522 | May 13, 2024 | 18 | $266.6M |
| Trium Capital LLP | 0001963860 | May 14, 2024 | 69 | $266.6M |
| Red Wave Investments LLC | 0001846493 | May 14, 2024 | 108 | $266.5M |
| MY.Alpha Management HK Advisors Ltd | 0001910173 | May 13, 2024 | 15 | $266.5M |
| General Motors Holdings LLC | 0001497345 | May 10, 2024 | 5 | $266.4M |
| American Assets Inc. | 0000885118 | May 10, 2024 | 10 | $266.4M |
| Emergence GP Partners, LLC | 0001589115 | Aug 5, 2024 | 3 | $266.3M |
| Glass Jacobson Investment Advisors llc | 0001964394 | Apr 26, 2024 | 753 | $266.3M |
| American Financial Group Inc. | 0001042046 | May 8, 2024 | 71 | $266.1M |
| United Advisor Group, LLC | 0002004873 | May 14, 2024 | 210 | $266.1M |
| Cardinal Strategic Wealth Guidance | 0001801989 | Apr 25, 2024 | 57 | $266.1M |
| Grey Fox Wealth Advisors, LLC | 0001965362 | Apr 11, 2024 | 126 | $265.9M |
| Global Wealth Strategies & Associates | 0001912297 | Apr 1, 2024 | 361 | $265.9M |
| GoodHaven Capital Management, LLC | 0001542300 | May 14, 2024 | 26 | $265.7M |
| Glassy Mountain Advisors, Inc. | 0001914617 | Apr 25, 2024 | 54 | $265.6M |
| PARUS FINANCE (UK) Ltd | 0001611519 | May 15, 2024 | 34 | $265.5M |
| Deepwater Asset Management, LLC | 0001964171 | Apr 18, 2024 | 26 | $265.5M |
| Prudent Investors Network, Inc. | 0001766005 | May 16, 2024 | 53 | $265.3M |
| Gemsstock Ltd. | 0001724140 | May 8, 2024 | 13 | $265.0M |
| USAdvisors Wealth Management, LLC | 0001735605 | May 2, 2024 | 137 | $264.9M |
| McCarthy & Cox | 0002020726 | Apr 30, 2024 | 49 | $264.8M |
| SOF Ltd | 0001697569 | May 15, 2024 | 1 | $264.7M |
| Marks Wealth, LLC | 0001838660 | Apr 30, 2024 | 16 | $264.6M |
| Schorn Wealth LLC | 0001792851 | Apr 29, 2024 | 56 | $264.4M |
| First Citizens Asset Management, Inc. | 0001964116 | Apr 28, 2026 | 33 | $264.1M |
| Life Line Wealth Management LLC | 0002035872 | Oct 31, 2024 | 31 | $264.1M |
| Garner Asset Management Corp | 0001714093 | May 16, 2024 | 155 | $263.9M |
| CJM Wealth Advisers, Ltd. | 0001992748 | Apr 9, 2024 | 66 | $263.9M |
| Financial Perspectives, Inc | 0002003287 | Apr 19, 2024 | 669 | $263.8M |
| Q Global Advisors, LLC | 0001469589 | May 15, 2024 | 112 | $263.7M |
| Prostatis Group LLC | 0001649186 | Mar 21, 2025 | 135 | $263.7M |
| Columbus Macro, LLC | 0001727269 | Apr 12, 2024 | 178 | $263.7M |
| Wealthstream Advisors, Inc. | 0001833780 | May 8, 2024 | 148 | $263.4M |
| White Pine Capital LLC | 0001137429 | May 13, 2024 | 211 | $262.9M |
| Stoneridge Investment Partners LLC | 0001108831 | May 6, 2024 | 122 | $262.9M |
| EWG Elevate Inc. | 0001765278 | Apr 10, 2024 | 125 | $262.8M |
| PL Capital Advisors, LLC | 0001569147 | May 1, 2024 | 31 | $262.5M |
| Abound Wealth Management | 0001950323 | Aug 8, 2024 | 1,291 | $262.5M |
| Montgomery Investment Management Inc. | 0001272544 | May 2, 2024 | 88 | $262.0M |
| Aquamarine Capital (Aquamarine Zurich) | 0001953324 | Apr 18, 2024 | 12 | $261.9M |
| Mayport, LLC | 0001922875 | Apr 22, 2024 | 83 | $261.9M |
| Benchmark Financial Wealth Advisors, LLC | 0001757706 | Apr 22, 2024 | 90 | $261.7M |
| Stone Run Capital, LLC | 0001512746 | May 14, 2024 | 66 | $261.7M |
| Socorro Asset Management LP | 0001781882 | May 15, 2024 | 31 | $261.6M |
| Earned Wealth Advisors, LLC | 0001905663 | Apr 26, 2024 | 83 | $261.6M |
| First Washington CORP | 0001390043 | May 13, 2024 | 56 | $261.6M |
| Kelly Financial Services LLC | 0002023336 | Jul 17, 2024 | 803 | $261.4M |
| B.O.S.S. Retirement Advisors, LLC | 0001964810 | Apr 30, 2024 | 122 | $261.3M |
| Convergence Investment Partners, LLC | 0001456133 | May 3, 2024 | 245 | $261.0M |
| Hayek Kallen Investment Management | 0001430681 | May 3, 2024 | 93 | $260.9M |
| Rench Wealth Management, Inc. | 0001599016 | May 13, 2024 | 46 | $260.9M |
| Martin Capital Partners, LLC | 0001731216 | Apr 5, 2024 | 69 | $260.7M |
| OneAscent Wealth Management LLC | 0001844707 | Apr 16, 2024 | 171 | $260.6M |
| Lodge Hill Capital, LLC | 0001598245 | May 14, 2024 | 18 | $260.6M |
| Seven Springs Wealth Group, LLC | 0001803898 | May 7, 2024 | 62 | $260.4M |
| Diana Davis Spencer Foundation | 0001633391 | May 13, 2024 | 3 | $260.4M |
| Summit Street Capital Management, LLC | 0001595533 | May 15, 2024 | 31 | $260.4M |
| Truxt Investmentos Ltda. | 0001721168 | May 6, 2024 | 10 | $260.4M |
| BHK Investment Advisors, LLC | 0001710539 | May 8, 2024 | 59 | $260.2M |
| Oak Family Advisors, LLC | 0001846161 | Apr 24, 2024 | 117 | $260.1M |
| Truvestments Capital LLC | 0001750405 | May 14, 2024 | 729 | $259.8M |
| Strategic Advocates LLC | 0001991340 | Apr 3, 2024 | 126 | $259.7M |
| Nixon Capital, LLC | 0001846352 | May 14, 2024 | 30 | $259.7M |
| NatWest Group plc | 0000844150 | Apr 19, 2024 | 35 | $259.7M |
| Infusive Asset Management Inc. | 0001749333 | May 15, 2024 | 22 | $259.4M |
| Cutter Capital Management, LP | 0001983313 | Aug 6, 2024 | 25 | $259.3M |
| Millstreet Capital Management LLC | 0001590729 | May 15, 2024 | 4 | $259.3M |
| Missouri Trust & Investment Co | 0001908186 | May 13, 2024 | 410 | $259.2M |
| Forager Capital Management, LLC | 0001802986 | May 15, 2024 | 12 | $259.0M |
| TrueWealth Advisors, LLC | 0001817714 | Apr 23, 2024 | 208 | $259.0M |
| Aspen Wealth Management LLC | 0001895252 | Apr 17, 2024 | 73 | $259.0M |
| Flagstone Financial Management | 0001968890 | May 1, 2024 | 43 | $258.8M |
| Financial Advisory Partners, LLC | 0001994252 | Apr 17, 2024 | 66 | $258.8M |
| Tranquility Partners, LLC | 0001783773 | May 7, 2024 | 208 | $258.7M |
| Denver PWM, LLC | 0001657980 | May 14, 2024 | 95 | $258.7M |
| Heathbridge Capital Management Ltd. | 0001503269 | Apr 26, 2024 | 30 | $258.7M |
| Financial Partners Group, LLC | 0001965246 | Apr 18, 2024 | 96 | $258.5M |
| Shaker Financial Services, LLC | 0001511794 | May 13, 2024 | 157 | $258.4M |
| Astoria Portfolio Advisors LLC. | 0001931642 | Apr 16, 2024 | 192 | $258.4M |
| Argyle Capital Management, LLC | 0001321194 | Apr 29, 2024 | 118 | $258.4M |
| Curtis Advisory Group, LLC | 0001664656 | Apr 30, 2024 | 94 | $258.3M |
| Gitterman Wealth Management, LLC | 0001861558 | May 8, 2024 | 100 | $258.0M |
| Westend Capital Management, LLC | 0001331997 | Apr 12, 2024 | 336 | $257.9M |
| Jeppson Wealth Management, LLC | 0001831263 | Apr 17, 2024 | 208 | $257.7M |
| Cabot-Wellington, LLC | 0001353198 | May 23, 2024 | 4 | $257.7M |
| Sentry Investment Management LLC | 0000089014 | May 9, 2024 | 442 | $257.5M |
| United Community Bank | 0002000314 | May 3, 2024 | 356 | $257.5M |
| Veracity Capital LLC | 0001811005 | Apr 19, 2024 | 206 | $257.4M |
| Field & Main Bank | 0001594492 | Apr 29, 2024 | 248 | $257.4M |
| Nordwand Advisors, LLC | 0001962713 | May 6, 2024 | 160 | $257.3M |
| Smart Money Group LLC | 0001728866 | May 2, 2024 | 87 | $257.2M |
| 360 Financial, Inc. | 0001802324 | May 13, 2024 | 86 | $257.2M |