| Passive Capital Management, LLC. | 0001958250 | Nov 15, 2024 | 65 | $286.5M |
| Augustine Asset Management Inc. | 0000778963 | Oct 25, 2024 | 100 | $286.3M |
| Westbourne Investment Advisors, Inc. | 0001650092 | Oct 29, 2024 | 91 | $286.2M |
| Eos Management, L.P. | 0001548882 | Nov 1, 2024 | 43 | $285.9M |
| USAdvisors Wealth Management, LLC | 0001735605 | Nov 7, 2024 | 129 | $285.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0001729755 | Nov 1, 2024 | 133 | $285.8M |
| Websterrogers Financial Advisors, LLC | 0001841757 | Oct 15, 2024 | 68 | $285.8M |
| Marcho Partners LLP | 0001782974 | Nov 14, 2024 | 10 | $285.6M |
| Aquamarine Capital (Aquamarine Zurich) | 0001953324 | Oct 16, 2024 | 14 | $285.6M |
| Mount Capital Ltd | 0001896379 | Nov 13, 2024 | 18 | $285.6M |
| Wealth Effects LLC | 0001907254 | Oct 21, 2024 | 217 | $285.4M |
| Snow Phipps Group, LLC | 0001698661 | Oct 8, 2024 | 2 | $285.4M |
| Wealth High Governance Capital Ltda | 0002028828 | Feb 7, 2025 | 41 | $284.9M |
| NFSG Corp | 0001879757 | Nov 12, 2024 | 662 | $284.9M |
| Deepwater Asset Management, LLC | 0001964171 | Oct 24, 2024 | 23 | $284.8M |
| Beirne Wealth Consulting Services, LLC | 0001697303 | Nov 7, 2024 | 103 | $284.8M |
| Sicart Associates LLC | 0001696494 | Oct 25, 2024 | 73 | $284.8M |
| Glassy Mountain Advisors, Inc. | 0001914617 | Oct 29, 2024 | 59 | $284.7M |
| Nixon Capital, LLC | 0001846352 | Nov 13, 2024 | 33 | $284.6M |
| Knott David M Jr | 0001892770 | Nov 13, 2024 | 92 | $284.6M |
| Maytus Capital Management, LLC | 0001708759 | Nov 14, 2024 | 50 | $284.4M |
| Chiron Investment Management, LLC | 0001688882 | Nov 18, 2024 | 91 | $284.4M |
| Slotnik Capital, LLC | 0001963764 | Nov 14, 2024 | 18 | $284.3M |
| 44 Wealth Management LLC | 0001831187 | Oct 25, 2024 | 199 | $284.2M |
| WJ Wealth Management, LLC | 0001801674 | Nov 1, 2024 | 74 | $284.0M |
| Stiles Financial Services Inc | 0001904832 | Oct 31, 2024 | 188 | $283.9M |
| Brooklyn FI, LLC | 0001916123 | Oct 29, 2024 | 60 | $283.9M |
| KP Management LLC | 0002036769 | Oct 24, 2024 | 57 | $283.9M |
| Warther Private Wealth, LLC | 0001954551 | Oct 23, 2024 | 85 | $283.6M |
| Mathes Company, Inc. | 0001389223 | Oct 29, 2024 | 127 | $283.5M |
| RFG Holdings, Inc. | 0001845210 | Oct 10, 2024 | 53 | $283.5M |
| Sykon Capital LLC | 0001988408 | Nov 12, 2024 | 93 | $283.4M |
| Patriot Financial Partners Gp, LP | 0001470261 | Nov 12, 2024 | 8 | $283.3M |
| RIA Advisory Group LLC | 0001958384 | Nov 6, 2024 | 128 | $283.2M |
| Investment Advisory Services Inc. /TX | 0000925953 | Oct 15, 2024 | 116 | $283.1M |
| Almitas Capital LLC | 0001596468 | Nov 14, 2024 | 68 | $283.0M |
| Silverleafe Capital Partners, LLC | 0001535611 | Nov 12, 2024 | 76 | $282.9M |
| Cutler Capital Management, LLC | 0001353098 | Nov 13, 2024 | 111 | $282.8M |
| Phraction Management LLC | 0001907803 | Nov 6, 2024 | 69 | $282.8M |
| Pecaut & Co. | 0001597200 | Nov 6, 2024 | 74 | $282.7M |
| Sandbox Financial Partners, LLC | 0001844892 | Oct 7, 2024 | 108 | $282.6M |
| HT Partners LLC | 0001552999 | Oct 23, 2024 | 51 | $282.6M |
| Oak Asset Management, LLC | 0001726375 | Oct 7, 2024 | 106 | $282.4M |
| Droms Strauss Advisors Inc. /Mo/ | 0001053292 | Oct 31, 2024 | 65 | $282.4M |
| LCNB Corp. | 0001074902 | Nov 12, 2024 | 182 | $282.3M |
| CWS Financial Advisors, LLC | 0001802459 | Nov 14, 2024 | 121 | $282.3M |
| Lynx1 Capital Management LP | 0001910456 | Nov 14, 2024 | 18 | $282.2M |
| Hayek Kallen Investment Management | 0001430681 | Oct 15, 2024 | 94 | $282.2M |
| Evexia Wealth LLC | 0001975710 | Oct 10, 2024 | 66 | $282.0M |
| Bill Few Associates, Inc. | 0001914644 | Oct 15, 2024 | 178 | $281.8M |
| Iyo Bank, Ltd. | 0001890435 | Nov 5, 2024 | 35 | $281.8M |
| WealthBridge Investment Counsel Inc. | 0001799425 | Oct 9, 2024 | 47 | $281.7M |
| First Citizens Asset Management, Inc. | 0001964116 | Apr 28, 2026 | 30 | $281.4M |
| Metropolitan Life Insurance Co | 0000728618 | Nov 13, 2024 | 10 | $281.4M |
| Montis Financial, LLC | 0001844314 | Oct 10, 2024 | 107 | $281.4M |
| Morton Brown Family Wealth, LLC | 0001909851 | Oct 24, 2024 | 271 | $281.4M |
| Highland Financial Advisors, LLC | 0001939237 | Oct 30, 2024 | 52 | $281.4M |
| Symetra Investment Management Co | 0001811513 | Nov 13, 2024 | 5 | $281.3M |
| ARK & TLK Investments, LLC | 0002013188 | Nov 8, 2024 | 108 | $281.3M |
| Interchange Capital Partners, LLC | 0001845998 | Oct 28, 2024 | 260 | $281.3M |
| Webs Creek Capital Management LP | 0001825309 | Nov 14, 2024 | 13 | $280.9M |
| Empirical Asset Management, LLC | 0001926596 | Oct 11, 2024 | 308 | $280.9M |
| PL Capital Advisors, LLC | 0001569147 | Oct 29, 2024 | 27 | $280.9M |
| Sterling Investment Counsel, LLC | 0001925853 | Oct 22, 2024 | 173 | $280.7M |
| Triumph Capital Management | 0001730765 | Feb 14, 2025 | 265 | $280.6M |
| Field & Main Bank | 0001594492 | Nov 1, 2024 | 240 | $280.6M |
| Promethos Capital, LLC | 0001908619 | Nov 12, 2024 | 80 | $280.6M |
| Seascape Capital Management | 0001418342 | Nov 1, 2024 | 97 | $280.5M |
| BBJS Financial Advisors, LLC | 0001966040 | Oct 15, 2024 | 142 | $280.4M |
| APEIRON CAPITAL Ltd | 0001843111 | Nov 1, 2024 | 10 | $280.3M |
| Front Row Advisors LLC | 0001729254 | Nov 14, 2024 | 499 | $280.3M |
| Smart Money Group LLC | 0001728866 | Nov 5, 2024 | 95 | $280.3M |
| MY.Alpha Management HK Advisors Ltd | 0001910173 | Nov 13, 2024 | 14 | $280.3M |
| Summit Street Capital Management, LLC | 0001595533 | Nov 14, 2024 | 29 | $280.1M |
| Insight Folios Inc | 0001792942 | Oct 24, 2024 | 119 | $280.0M |
| Ewa, LLC | 0001835252 | Nov 15, 2024 | 167 | $279.9M |
| Auour Investments LLC | 0001789310 | Oct 30, 2024 | 79 | $279.9M |
| Saturn V Capital Management LP | 0001964437 | Nov 14, 2024 | 25 | $279.8M |
| Life Line Wealth Management LLC | 0002035872 | Nov 8, 2024 | 25 | $279.7M |
| 3Chopt Investment Partners, LLC | 0001978521 | Nov 15, 2024 | 70 | $279.7M |
| Spectrum Financial Alliance Ltd LLC | 0001566531 | Oct 18, 2024 | 19 | $279.4M |
| Brophy Wealth Management, LLC | 0002032097 | Nov 15, 2024 | 212 | $279.4M |
| Gill Capital Partners, LLC | 0000729563 | Oct 8, 2024 | 131 | $279.4M |
| Strategic Advocates LLC | 0001991340 | Oct 17, 2024 | 119 | $279.3M |
| Wishbone Management, LP | 0001777734 | Nov 14, 2024 | 5 | $279.2M |
| Jeppson Wealth Management, LLC | 0001831263 | Nov 5, 2024 | 205 | $279.2M |
| Hobbs Group Advisors, LLC | 0002012280 | Nov 18, 2024 | 649 | $279.1M |
| Olde Wealth Management, LLC | 0001840760 | Nov 4, 2024 | 113 | $279.0M |
| LFL Advisers, LLC | 0001694127 | Nov 13, 2024 | 10 | $279.0M |
| Narus Financial Partners, LLC | 0001698091 | Oct 18, 2024 | 149 | $278.9M |
| Mattson Financial Services, LLC | 0002034595 | Oct 8, 2024 | 270 | $278.9M |
| Pennsylvania Capital Management Inc. | 0001004140 | Oct 15, 2024 | 98 | $278.4M |
| Cordatus Wealth Management LLC | 0001715862 | Oct 28, 2024 | 120 | $278.4M |
| Towne Trust Company, N.A | 0001102256 | Nov 8, 2024 | 330 | $278.4M |
| Portland Investment Counsel Inc. | 0001081668 | Nov 14, 2024 | 51 | $278.4M |
| Richard W. Paul & Associates, LLC | 0001964203 | Oct 17, 2024 | 506 | $278.4M |
| First United Bank & Trust | 0001214183 | Oct 15, 2024 | 380 | $278.3M |
| TFG Advisers LLC | 0001806473 | Oct 22, 2024 | 207 | $278.0M |
| Silphium Asset Management Ltd | 0001758440 | Jan 30, 2025 | 47 | $277.7M |
| Altrafin AG | 0002110313 | Feb 17, 2026 | 50 | $277.6M |