| Bouvel Investment Partners, LLC | 0001839122 | Jan 15, 2025 | 78 | $277.5M |
| Kelly Financial Services LLC | 0002023336 | Jan 16, 2025 | 114 | $277.3M |
| Beirne Wealth Consulting Services, LLC | 0001697303 | Jan 31, 2025 | 98 | $277.3M |
| Triad Wealth Partners, LLC | 0002012717 | Feb 6, 2025 | 173 | $276.9M |
| Westwood Wealth Management | 0001861125 | Feb 13, 2025 | 48 | $276.8M |
| Berkshire Capital Holdings Inc. | 0001133742 | Feb 11, 2025 | 96 | $276.7M |
| 360 Financial, Inc. | 0001802324 | Feb 14, 2025 | 82 | $276.6M |
| Equita Financial Network, Inc. | 0001994461 | Jan 23, 2025 | 80 | $276.6M |
| Cedar Wealth Management, LLC | 0001665642 | Feb 11, 2025 | 193 | $276.6M |
| Knott David M Jr | 0001892770 | Feb 12, 2025 | 89 | $276.5M |
| SAM Advisors, LLC | 0001600944 | Feb 3, 2025 | 39 | $276.5M |
| Kooman & Associates | 0001961850 | Feb 4, 2025 | 48 | $276.4M |
| Stiles Financial Services Inc | 0001904832 | Jan 28, 2025 | 183 | $276.3M |
| Anchor Capital Management Group Inc | 0000894119 | Feb 13, 2025 | 18 | $276.1M |
| Uptick Partners, LLC | 0002005353 | Jan 24, 2025 | 171 | $275.9M |
| Jeppson Wealth Management, LLC | 0001831263 | Jan 22, 2025 | 199 | $275.7M |
| TAM Capital Management Inc. | 0001594591 | Feb 14, 2025 | 7 | $275.7M |
| Anfield Capital Management, LLC | 0001602020 | Feb 5, 2025 | 435 | $275.6M |
| Interchange Capital Partners, LLC | 0001845998 | Feb 11, 2025 | 247 | $275.5M |
| Congress Park Capital LLC | 0001730945 | Jan 15, 2025 | 110 | $275.4M |
| First United Bank & Trust | 0001214183 | Jan 16, 2025 | 377 | $275.3M |
| Taylor Hoffman Capital Management LLC | 0002042493 | Feb 18, 2025 | 113 | $275.3M |
| Prudent Man Advisors, LLC | 0001817174 | Feb 5, 2025 | 169 | $275.3M |
| Hayek Kallen Investment Management | 0001430681 | Feb 14, 2025 | 91 | $275.1M |
| Evelyn Partners Investment Management (Europe) Ltd | 0002065055 | Dec 11, 2025 | 189 | $274.9M |
| Comprehensive Financial Consultants Institutional, Inc. | 0001915714 | Jan 24, 2025 | 166 | $274.8M |
| FWL Investment Management, LLC | 0001829231 | Feb 14, 2025 | 309 | $274.8M |
| Veracity Capital LLC | 0001811005 | Jan 17, 2025 | 223 | $274.8M |
| Olympus Wealth Management, LLC | 0001995674 | Jan 17, 2025 | 17 | $274.7M |
| Richard W. Paul & Associates, LLC | 0001964203 | Feb 5, 2025 | 513 | $274.5M |
| SS&H Financial Advisors, Inc. | 0001911735 | Jan 14, 2025 | 122 | $274.5M |
| Silphium Asset Management Ltd | 0001758440 | Feb 6, 2025 | 51 | $274.4M |
| LCNB Corp. | 0001074902 | Feb 11, 2025 | 179 | $274.3M |
| Liberty Square Wealth Partners LLC | 0002057655 | Feb 24, 2025 | 154 | $274.1M |
| Mathes Company, Inc. | 0001389223 | Jan 31, 2025 | 124 | $274.0M |
| Schulhoff & Co. Inc. | 0001080197 | Feb 5, 2025 | 128 | $274.0M |
| Quantedge Capital Pte Ltd | 0001561418 | Feb 14, 2025 | 132 | $274.0M |
| Moerus Capital Management LLC | 0001742647 | Feb 13, 2025 | 16 | $274.0M |
| Blueshift Asset Management, LLC | 0001727827 | Feb 11, 2025 | 355 | $273.9M |
| Wilshire Advisors LLC | 0001616628 | Feb 14, 2025 | 11 | $273.8M |
| Townsend Asset Management Corp. /NC/ | 0000709089 | Feb 6, 2025 | 185 | $273.7M |
| Mindset Wealth Management, LLC | 0002044232 | Feb 11, 2025 | 136 | $273.6M |
| TigerOak Management, L.L.C. | 0002052586 | Jan 30, 2025 | 106 | $273.4M |
| First Citizens Asset Management, Inc. | 0001964116 | Apr 28, 2026 | 25 | $273.3M |
| Seaside Wealth Management, Inc. | 0001929977 | Jan 15, 2025 | 60 | $273.2M |
| All-Stars Investment Ltd | 0001633603 | Jan 17, 2025 | 3 | $273.1M |
| Olympus Peak Asset Management LP | 0001841359 | Feb 3, 2025 | 1 | $272.9M |
| Cassady Schiller Wealth Management, LLC | 0001904425 | Feb 10, 2025 | 1,143 | $272.6M |
| Level Financial Advisors | 0001871734 | Jan 22, 2025 | 79 | $272.5M |
| Cypress Financial Planning LLC | 0001937021 | Jan 14, 2025 | 79 | $272.5M |
| WealthBridge Investment Counsel Inc. | 0001799425 | Jan 15, 2025 | 46 | $272.5M |
| Blue Investment Partners LLC | 0001958029 | Feb 13, 2025 | 52 | $272.5M |
| Sequent Planning LLC | 0002009724 | Feb 11, 2025 | 141 | $272.5M |
| Robertson Opportunity Capital, LLC | 0001352122 | Feb 14, 2025 | 28 | $272.5M |
| Grandview Asset Management LLC | 0001766791 | Jan 13, 2025 | 116 | $272.4M |
| IronBridge Private Wealth, LLC | 0001850996 | Feb 13, 2025 | 51 | $272.4M |
| Defender Capital, LLC. | 0001766929 | Jan 23, 2025 | 39 | $272.0M |
| Sterling Financial Planning, Inc. | 0001844278 | Feb 3, 2025 | 108 | $271.8M |
| Ceeto Capital Group, LLC | 0001722439 | Feb 13, 2025 | 178 | $271.7M |
| Viola Ventures V.C. Management 4 Ltd. | 0001965208 | Feb 12, 2025 | 4 | $271.4M |
| Peregrine Asset Advisers, Inc. | 0001535227 | Feb 3, 2025 | 167 | $271.4M |
| Emergence GP Partners, LLC | 0001589115 | Feb 13, 2025 | 4 | $271.1M |
| Atlanta Consulting Group Advisors, LLC | 0002019038 | May 16, 2025 | 129 | $271.1M |
| Wealth Management Resources, Inc. | 0001063516 | Jan 21, 2025 | 31 | $271.0M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0001510870 | Feb 6, 2025 | 134 | $270.9M |
| PCG Wealth Advisors, LLC | 0001905393 | Jan 21, 2025 | 126 | $270.8M |
| Sterling Wealth Management, Inc. | 0002011149 | Feb 14, 2025 | 108 | $270.8M |
| Union Heritage Capital, LLC | 0001862428 | Apr 3, 2025 | 59 | $270.7M |
| Continental General Insurance Co. | 0000024046 | Feb 13, 2025 | 5 | $270.6M |
| Oak Asset Management, LLC | 0001726375 | Jan 14, 2025 | 102 | $270.4M |
| Sawyer & Company, Inc | 0001722436 | Jan 14, 2025 | 174 | $270.3M |
| Alta Fundamental Advisers LLC | 0001641604 | Feb 14, 2025 | 18 | $270.3M |
| Fosse Capital Partners LLP | 0001789908 | Feb 12, 2025 | 3 | $270.2M |
| Ferguson Shapiro LLC | 0001767433 | Jan 23, 2025 | 69 | $270.0M |
| Sage Financial Management Group, Inc. | 0001762086 | Jan 23, 2025 | 54 | $270.0M |
| Birmingham Capital Management Co. Inc. | 0000918504 | Mar 4, 2025 | 110 | $269.9M |
| Granite Bay Wealth Management, LLC | 0001911472 | Jan 13, 2025 | 73 | $269.9M |
| Argent Advisors, Inc. | 0001426851 | Feb 10, 2025 | 136 | $269.8M |
| Sara-Bay Financial | 0001816444 | Jan 15, 2025 | 84 | $269.8M |
| Aragon Global Management, LP | 0001991518 | Feb 14, 2025 | 19 | $269.6M |
| Main Street Group, LTD | 0001965796 | Feb 14, 2025 | 807 | $269.6M |
| Hillman Capital Management, Inc. | 0001314620 | Feb 14, 2025 | 54 | $269.6M |
| Financial Insights, Inc. | 0001642058 | Mar 5, 2025 | 110 | $269.4M |
| Howard Bailey Securities, LLC | 0002043986 | Jan 29, 2025 | 165 | $269.3M |
| Pure Portfolios Holdings LLC | 0002041678 | Jan 31, 2025 | 104 | $269.2M |
| Northern Right Capital Management, L.P. | 0001346543 | Feb 14, 2025 | 23 | $269.2M |
| Quaker Capital Investments, LLC | 0001633648 | Feb 13, 2025 | 14 | $269.1M |
| Reston Wealth Management LLC | 0001767617 | Jan 23, 2025 | 50 | $269.0M |
| Delta Financial Advisors LLC | 0001790295 | Feb 4, 2025 | 109 | $269.0M |
| Sterling Financial Group, Inc. | 0001991301 | Jan 15, 2025 | 65 | $268.8M |
| HighVista Strategies LLC | 0001335325 | Feb 14, 2025 | 137 | $268.8M |
| Walled Lake Planning & Wealth Management, LLC | 0001812177 | Feb 12, 2025 | 131 | $268.7M |
| Kanen Wealth Management LLC | 0001681614 | Jan 16, 2025 | 25 | $268.7M |
| Hudson Value Partners, LLC | 0001840501 | Feb 3, 2025 | 92 | $268.7M |
| Bell & Brown Wealth Advisors, LLC | 0001725362 | May 7, 2025 | 71 | $268.7M |
| Seven Springs Wealth Group, LLC | 0001803898 | Feb 14, 2025 | 77 | $268.6M |
| Hartree Partners, LP | 0001597857 | Feb 12, 2025 | 58 | $268.4M |
| Juncture Wealth Strategies, LLC | 0001632866 | Jan 21, 2025 | 130 | $268.4M |
| APEIRON CAPITAL Ltd | 0001843111 | Jan 7, 2025 | 13 | $268.3M |
| Honeycomb Asset Management LP | 0001675688 | Feb 14, 2025 | 19 | $268.1M |