| Summit Securities Group LLC | 0001531593 | Feb 12, 2025 | 476 | $268.0M |
| Intergy Private Wealth, LLC | 0001911342 | Jan 23, 2025 | 92 | $268.0M |
| Palumbo Wealth Management LLC | 0001846310 | Jan 30, 2025 | 175 | $267.8M |
| Corundum Group, Inc. | 0001486083 | Jan 16, 2025 | 100 | $267.8M |
| Patient Square Capital LP | 0001819257 | Feb 14, 2025 | 20 | $267.4M |
| Point Windward Advisors Inc. | 0001356202 | Jan 15, 2025 | 99 | $267.2M |
| First Sabrepoint Capital Management LP | 0001731530 | Feb 14, 2025 | 32 | $267.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 0001862427 | Feb 11, 2025 | 123 | $267.0M |
| Yeomans Consulting Group, Inc. | 0002014739 | Jan 17, 2025 | 97 | $267.0M |
| Peachtree Investment Partners, LLC | 0001743863 | Feb 13, 2025 | 114 | $266.9M |
| Capital Management Associates, Inc | 0002008851 | Jan 28, 2025 | 104 | $266.8M |
| Lynx1 Capital Management LP | 0001910456 | Feb 14, 2025 | 18 | $266.7M |
| Global Financial Private Client, LLC | 0002023568 | Jan 14, 2025 | 1,661 | $266.7M |
| Mercuria Capital Strategies, LLC | 0002048079 | Feb 10, 2025 | 12 | $266.6M |
| Ameliora Wealth Management Ltd. | 0001910168 | Jan 28, 2025 | 238 | $266.5M |
| BHK Investment Advisors, LLC | 0001710539 | Feb 4, 2025 | 59 | $266.4M |
| Ewa, LLC | 0001835252 | Feb 14, 2025 | 161 | $266.3M |
| Financial Life Advisors | 0001730813 | Jan 28, 2025 | 46 | $266.2M |
| Camarda Financial Advisors, LLC | 0001536444 | Feb 14, 2025 | 96 | $266.2M |
| Hobbs Group Advisors, LLC | 0002012280 | Feb 12, 2025 | 145 | $266.0M |
| Claris Advisors, LLC / Mo / | 0001905092 | Feb 7, 2025 | 71 | $265.9M |
| Tranquility Partners, LLC | 0001783773 | Jan 29, 2025 | 204 | $265.9M |
| Providence First Trust Co | 0001713735 | Feb 5, 2025 | 204 | $265.8M |
| Somerset Trust Co | 0001597099 | Jan 15, 2025 | 156 | $265.7M |
| AIGH Capital Management LLC | 0001835943 | Feb 12, 2025 | 36 | $265.7M |
| Proathlete Wealth Management LLC | 0002012065 | Jan 22, 2025 | 60 | $265.6M |
| Rivermont Capital Management LP | 0001965613 | Feb 14, 2025 | 19 | $265.5M |
| Samjo Management, LLC | 0001986590 | Feb 13, 2025 | 54 | $265.2M |
| Pegasus Asset Management, Inc. | 0001729049 | Feb 3, 2025 | 66 | $265.2M |
| Pinnacle Holdings, LLC | 0001411784 | Feb 13, 2025 | 238 | $264.9M |
| Kelleher Financial Advisors | 0001507971 | Jan 17, 2025 | 113 | $264.9M |
| Royal Harbor Partners, LLC | 0001801876 | Feb 7, 2025 | 44 | $264.9M |
| Left Brain Wealth Management, LLC | 0001957370 | Feb 10, 2025 | 93 | $264.7M |
| Gator Capital Management, LLC | 0001570284 | Feb 13, 2025 | 69 | $264.7M |
| Carmel Capital Management L.L.C. | 0001878547 | Jan 21, 2025 | 26 | $264.7M |
| Radcliff Management LLC | 0001911132 | Feb 14, 2025 | 1 | $264.7M |
| Pineridge Advisors LLC | 0002012421 | Jan 29, 2025 | 633 | $264.7M |
| MKA Charitable Fund | 0002010351 | Feb 14, 2025 | 1 | $264.7M |
| Robinswood Financial LLC | 0002139748 | Jul 15, 2026 | 350 | $264.5M |
| Atlas Wealth LLC | 0001964106 | Feb 11, 2025 | 95 | $264.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0001697375 | Jan 30, 2025 | 385 | $264.4M |
| Silver Coast Investments LLC | 0002012033 | Feb 6, 2025 | 101 | $264.4M |
| Omega Financial Group, LLC | 0001767982 | Jan 15, 2025 | 80 | $264.3M |
| Aubrey Capital Management Ltd | 0001730754 | Jan 29, 2025 | 51 | $264.0M |
| Retirement Capital Strategies | 0001672681 | Feb 7, 2025 | 77 | $264.0M |
| jvl associates llc | 0001915765 | Jan 3, 2025 | 55 | $263.9M |
| Accel Wealth Management | 0001838226 | Jan 21, 2025 | 251 | $263.7M |
| Global Trust Asset Management, LLC | 0001729672 | Jan 17, 2025 | 526 | $263.7M |
| Gray Wealth Management Inc. | 0001958397 | Feb 10, 2025 | 132 | $263.6M |
| Horan Securities, Inc. | 0001671623 | Feb 7, 2025 | 129 | $263.6M |
| Vista Investment Management | 0001740140 | Feb 14, 2025 | 177 | $263.5M |
| Gainplan LLC | 0001697857 | Jan 14, 2025 | 52 | $263.3M |
| Trinity Financial Advisors LLC | 0001809574 | Jan 10, 2025 | 86 | $263.3M |
| Transatlantique Private Wealth LLC | 0001935000 | May 13, 2025 | 200 | $263.2M |
| Cabot-Wellington, LLC | 0001353198 | Jan 28, 2025 | 4 | $263.1M |
| Seafarer Capital Partners, LLC | 0001697721 | Feb 3, 2025 | 7 | $263.0M |
| Arq Wealth Advisors, LLC | 0001811827 | Feb 19, 2025 | 100 | $262.9M |
| Greenfield Seitz Capital Management, LLC | 0002097528 | Nov 24, 2025 | 102 | $262.8M |
| Whetstone Capital Advisors, LLC | 0001607278 | Feb 13, 2025 | 28 | $262.7M |
| Bandera Partners LLC | 0001399386 | Feb 12, 2025 | 18 | $262.7M |
| RBA Wealth Management, LLC | 0001776296 | Jan 24, 2025 | 89 | $262.7M |
| Enzi Wealth | 0001887441 | Jan 23, 2025 | 69 | $262.6M |
| Coalescence Partners Investment Management, LP | 0001759662 | Feb 7, 2025 | 15 | $262.5M |
| Empower Annuity Insurance Co | 0001444597 | Feb 5, 2025 | 1 | $262.5M |
| Bayberry Capital Partners LP | 0001771524 | Feb 14, 2025 | 16 | $262.5M |
| Oldfather Financial Services, LLC | 0001775530 | Jan 16, 2025 | 78 | $262.5M |
| Bourne Lent Asset Management Inc. | 0001128286 | Jan 17, 2025 | 61 | $262.3M |
| Bishop & Co Investment Management, LLC | 0001603276 | Feb 11, 2025 | 25 | $262.2M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0001894543 | Feb 6, 2025 | 56 | $262.1M |
| Vision Capital Corp | 0001764403 | Feb 13, 2025 | 13 | $262.1M |
| Canopy Partners, LLC | 0001960860 | Feb 13, 2025 | 213 | $262.0M |
| Aster Capital Management (DIFC) Ltd | 0002040915 | Feb 13, 2025 | 1,076 | $261.9M |
| Adirondack Trust Co. | 0001054257 | Jan 17, 2025 | 483 | $261.9M |
| Ovata Capital Management Ltd | 0001724517 | Feb 13, 2025 | 33 | $261.9M |
| Daventry Group, LP | 0001823718 | Feb 14, 2025 | 9 | $261.9M |
| Northeast Financial Group, Inc. | 0001965773 | Jan 23, 2025 | 81 | $261.8M |
| Cornerstone Planning, LLC | 0001802105 | Apr 1, 2025 | 112 | $261.8M |
| Hoxton Planning & Management, LLC | 0001954782 | Sep 8, 2025 | 207 | $261.7M |
| Colton Groome Financial Advisors, LLC | 0001780330 | Jan 23, 2025 | 119 | $261.6M |
| Agur Provident & Training Funds Management Ltd. | 0001670627 | Feb 12, 2025 | 20 | $261.4M |
| Veery Capital, LLC | 0001844375 | Jan 15, 2025 | 91 | $261.3M |
| Private Wealth Management Group, LLC | 0002011342 | Jan 27, 2025 | 1,509 | $261.2M |
| Seven Post Investment Office LP | 0001554308 | Jan 16, 2025 | 33 | $261.2M |
| Keystone Financial Services | 0001865158 | Jan 31, 2025 | 102 | $261.2M |
| Investor's Fiduciary Advisor Network, LLC | 0002044901 | Feb 14, 2025 | 199 | $261.2M |
| Santori & Peters, Inc. | 0001730959 | Jan 28, 2025 | 66 | $261.1M |
| Juniper Capital Advisors, L.P. | 0002011609 | Feb 17, 2026 | 1 | $261.0M |
| Tidemark, LLC | 0002009591 | Feb 10, 2025 | 618 | $261.0M |
| Rede Wealth, LLC | 0001842054 | Jan 28, 2025 | 102 | $261.0M |
| Shaker Financial Services, LLC | 0001511794 | Feb 13, 2025 | 176 | $261.0M |
| Affinity Partners GP LP | 0002059583 | Mar 7, 2025 | 1 | $260.9M |
| Brown Miller Wealth Management, LLC | 0001840084 | Feb 10, 2025 | 120 | $260.8M |
| Aurdan Capital Management, LLC | 0002057382 | Feb 21, 2025 | 80 | $260.5M |
| Highview Capital Management LLC | 0001903786 | Feb 18, 2025 | 119 | $260.4M |
| Lombard Odier Asset Management (USA) Corp | 0001491719 | Feb 14, 2025 | 210 | $260.2M |
| 44 Wealth Management LLC | 0001831187 | Feb 3, 2025 | 186 | $260.1M |
| Gpi Capital, L.P. | 0001836021 | Feb 13, 2025 | 4 | $260.1M |
| Jackson, Grant Investment Advisers, Inc. | 0001650300 | Jan 27, 2025 | 396 | $259.9M |
| MTM Investment Management, LLC | 0001831416 | Jan 29, 2025 | 266 | $259.9M |
| Client 1ST Advisory Group, LLC | 0001802816 | Jan 16, 2025 | 130 | $259.9M |