| RIA Advisory Group LLC | 0001958384 | May 3, 2024 | 140 | $247.2M |
| Adamsbrown Wealth Consultants LLC | 0001911244 | Apr 30, 2024 | 82 | $247.1M |
| Insight Folios Inc | 0001792942 | Apr 19, 2024 | 120 | $246.9M |
| HST Ventures, LLC | 0001885404 | May 15, 2024 | 48 | $246.9M |
| Sterling Financial Planning, Inc. | 0001844278 | May 6, 2024 | 105 | $246.8M |
| RBA Wealth Management, LLC | 0001776296 | Apr 19, 2024 | 91 | $246.8M |
| Pine Brook Road Advisors, L.P. | 0001630691 | May 13, 2024 | 3 | $246.7M |
| Bill Few Associates, Inc. | 0001914644 | Apr 18, 2024 | 169 | $246.5M |
| Reston Wealth Management LLC | 0001767617 | May 9, 2024 | 52 | $246.3M |
| Peloton Wealth Strategists | 0001080132 | May 14, 2024 | 91 | $246.2M |
| MGB Wealth Management, LLC | 0002015822 | May 6, 2024 | 264 | $246.2M |
| Estuary Capital Management LP | 0001965005 | May 15, 2024 | 16 | $246.1M |
| Next Capital Management LLC | 0001752762 | May 14, 2024 | 144 | $246.0M |
| Dodds Wealth, LLC | 0001973728 | May 24, 2024 | 57 | $246.0M |
| Quaker Wealth Management, LLC | 0001733472 | May 1, 2024 | 57 | $245.8M |
| AllGen Financial Advisors, Inc. | 0001964809 | Apr 23, 2024 | 38 | $245.7M |
| Vista Investment Management | 0001740140 | May 15, 2024 | 180 | $245.6M |
| Malaga Cove Capital, LLC | 0001603001 | May 7, 2024 | 177 | $245.4M |
| Highline Wealth Partners LLC | 0002042654 | Oct 28, 2024 | 428 | $245.3M |
| Triumph Capital Management | 0001730765 | Apr 25, 2024 | 225 | $245.3M |
| MPM Asset Management LLC | 0001263048 | May 15, 2024 | 6 | $245.2M |
| Somerset Trust Co | 0001597099 | Apr 5, 2024 | 148 | $245.1M |
| Lion Street Advisors, LLC | 0001801991 | Apr 12, 2024 | 251 | $244.8M |
| Silver Coast Investments LLC | 0002012033 | May 15, 2024 | 93 | $244.8M |
| Sharp Capital Gestora de Recursos Ltda. | 0001818890 | May 14, 2024 | 5 | $244.7M |
| Windward Private Wealth Management Inc. | 0001835866 | May 7, 2024 | 47 | $244.7M |
| Holowesko Partners Ltd. | 0001428569 | May 13, 2024 | 26 | $244.6M |
| Retirement Capital Strategies | 0001672681 | May 14, 2024 | 69 | $244.6M |
| Rogco, LP | 0001998892 | May 8, 2024 | 240 | $244.5M |
| Allegiance Financial Group Advisory Services LLC | 0001964068 | Apr 30, 2024 | 71 | $244.4M |
| Omega Financial Group, LLC | 0001767982 | Apr 18, 2024 | 80 | $244.4M |
| Magnolia Wealth Management, LLC | 0001908732 | May 10, 2024 | 19 | $244.4M |
| Garrett Wealth Advisory Group, LLC | 0001729443 | Apr 30, 2024 | 63 | $244.2M |
| CWS Financial Advisors, LLC | 0001802459 | May 1, 2024 | 106 | $244.1M |
| One Wealth Management Investment & Advisory Services, LLC | 0002009427 | May 14, 2024 | 143 | $244.1M |
| Avalon Capital Management | 0001510809 | Apr 17, 2024 | 99 | $244.1M |
| Jackson, Grant Investment Advisers, Inc. | 0001650300 | May 8, 2024 | 392 | $244.1M |
| Ceeto Capital Group, LLC | 0001722439 | May 15, 2024 | 167 | $244.0M |
| Veery Capital, LLC | 0001844375 | Apr 19, 2024 | 96 | $244.0M |
| Rovin Capital /Ut/ | 0001059057 | Apr 22, 2024 | 154 | $244.0M |
| NetEase, Inc. | 0001110646 | May 9, 2024 | 2 | $244.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0001697375 | Apr 26, 2024 | 432 | $243.8M |
| Columbia Bank | 0002017259 | May 13, 2024 | 145 | $243.8M |
| Point72 Italy, S.r.l. | 0002006887 | May 15, 2024 | 24 | $243.8M |
| Walled Lake Planning & Wealth Management, LLC | 0001812177 | May 14, 2024 | 119 | $243.7M |
| Quarry LP | 0001965207 | May 15, 2024 | 1,575 | $243.6M |
| 3Chopt Investment Partners, LLC | 0001978521 | May 15, 2024 | 68 | $243.5M |
| Global Trust Asset Management, LLC | 0001729672 | Apr 12, 2024 | 464 | $243.5M |
| KFG Wealth Management, LLC | 0001919344 | Apr 19, 2024 | 156 | $243.4M |
| Carmel Capital Management L.L.C. | 0001878547 | Apr 22, 2024 | 30 | $243.4M |
| Brooklyn FI, LLC | 0001916123 | Apr 17, 2024 | 56 | $243.2M |
| Two Point Capital Management, Inc. | 0001962382 | May 13, 2024 | 24 | $243.1M |
| Intergy Private Wealth, LLC | 0001911342 | Apr 24, 2024 | 78 | $243.1M |
| Oldfather Financial Services, LLC | 0001775530 | Apr 25, 2024 | 71 | $243.0M |
| Boulder Hill Capital Management LP | 0001859029 | May 14, 2024 | 90 | $242.9M |
| Evexia Wealth LLC | 0001975710 | May 3, 2024 | 58 | $242.9M |
| Carmichael Hill & Associates, Inc. | 0001730295 | Apr 24, 2024 | 671 | $242.9M |
| Joule Financial, LLC | 0001929070 | Oct 17, 2024 | 106 | $242.8M |
| Pennsylvania Capital Management Inc. | 0001004140 | Apr 30, 2024 | 85 | $242.8M |
| jvl associates llc | 0001915765 | Apr 8, 2024 | 53 | $242.7M |
| Harmony Asset Management LLC | 0002002815 | May 14, 2024 | 144 | $242.6M |
| JCIC Asset Management Inc. | 0001492040 | May 6, 2024 | 106 | $242.6M |
| DCM Advisors, LLC | 0001839498 | May 16, 2024 | 76 | $242.5M |
| MTM Investment Management, LLC | 0001831416 | Apr 25, 2024 | 287 | $242.4M |
| Morton Brown Family Wealth, LLC | 0001909851 | Apr 23, 2024 | 216 | $242.3M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0001894543 | May 2, 2024 | 56 | $242.2M |
| Eos Management, L.P. | 0001548882 | May 3, 2024 | 41 | $242.2M |
| Convergence Financial, LLC | 0002034001 | Oct 23, 2024 | 49 | $242.2M |
| Almitas Capital LLC | 0001596468 | May 14, 2024 | 69 | $242.1M |
| Constellation Investimentos e Participacoes Ltda | 0001893840 | May 8, 2024 | 8 | $241.9M |
| Investment Advisory Group, LLC | 0001910273 | Apr 29, 2024 | 158 | $241.9M |
| Carmel Capital Partners, LLC | 0001900481 | Apr 25, 2024 | 157 | $241.9M |
| Brown Wealth Management, LLC | 0001987005 | May 13, 2024 | 90 | $241.8M |
| Integral Investment Advisors, Inc. | 0001902826 | May 2, 2024 | 147 | $241.6M |
| Mystic Asset Management, Inc. | 0001912460 | May 6, 2024 | 164 | $241.6M |
| Bishop & Co Investment Management, LLC | 0001603276 | Apr 25, 2024 | 25 | $241.6M |
| Capasso Planning Partners LLC | 0001911938 | Apr 24, 2024 | 111 | $241.4M |
| Kelleher Financial Advisors | 0001507971 | May 9, 2024 | 122 | $241.1M |
| TriaGen Wealth Management LLC | 0001843848 | Apr 23, 2024 | 160 | $241.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0001915714 | May 2, 2024 | 158 | $241.0M |
| IronBridge Private Wealth, LLC | 0001850996 | May 15, 2024 | 43 | $241.0M |
| Point Windward Advisors Inc. | 0001356202 | Apr 12, 2024 | 95 | $240.7M |
| Select Asset Management & Trust | 0001600636 | May 14, 2024 | 65 | $240.7M |
| Westshore Wealth, LLC | 0001806366 | Nov 1, 2024 | 103 | $240.5M |
| Retireful, LLC | 0001919176 | Apr 23, 2024 | 90 | $240.5M |
| University of Massachusetts Foundation, Inc. | 0001802874 | May 9, 2024 | 4 | $240.3M |
| Thames Capital Management LLC | 0001714267 | May 14, 2024 | 24 | $240.3M |
| JS Capital Management LLC | 0001562668 | May 15, 2024 | 1 | $240.3M |
| Tabor Asset Management, LP | 0001834780 | May 15, 2024 | 39 | $240.2M |
| SS&H Financial Advisors, Inc. | 0001911735 | May 9, 2024 | 115 | $240.1M |
| Kooman & Associates | 0001961850 | May 14, 2024 | 39 | $240.0M |
| Snider Financial Group | 0001820681 | Apr 30, 2024 | 60 | $239.9M |
| Augustine Asset Management Inc. | 0000778963 | Apr 26, 2024 | 94 | $239.8M |
| LGT Fund Management Co Ltd. | 0001911284 | May 14, 2024 | 128 | $239.6M |
| Norway Savings Bank | 0001692227 | Apr 16, 2024 | 136 | $239.6M |
| Nalanda India Fund LTD | 0001430193 | May 13, 2024 | 1 | $239.5M |
| Fir Tree Capital Management LP | 0001056491 | May 15, 2024 | 107 | $239.4M |
| Financial Life Advisors | 0001730813 | Apr 18, 2024 | 60 | $239.0M |
| Thomist Capital Management, LP | 0001767809 | Apr 30, 2024 | 26 | $238.9M |
| Adirondack Trust Co. | 0001054257 | Apr 9, 2024 | 504 | $238.9M |