| Hixon Zuercher, LLC | 0001806752 | Jan 23, 2025 | 79 | $259.9M |
| Eaton Financial Holdings Company, LLC | 0001972322 | Feb 10, 2025 | 63 | $259.7M |
| ECP ControlCo, LLC | 0001707921 | Feb 14, 2025 | 4 | $259.6M |
| Raleigh Capital Management Inc. | 0001911726 | Jan 17, 2025 | 1,021 | $259.5M |
| Newton One Investments LLC | 0001842787 | Jan 27, 2025 | 122 | $259.4M |
| Advyzon Investment Management, LLC | 0002011872 | Feb 3, 2025 | 231 | $259.2M |
| Vance Wealth, LLC | 0001910854 | Feb 14, 2025 | 101 | $259.0M |
| Meritech Capital Associates V L.L.C. | 0001613048 | Feb 14, 2025 | 2 | $258.8M |
| NWK Group, Inc. | 0001803054 | Feb 13, 2025 | 72 | $258.8M |
| Richmond Hill Investments, LLC | 0001455952 | Feb 14, 2025 | 4 | $258.8M |
| Greenhaven Road Investment Management, L.P. | 0001741129 | Feb 13, 2025 | 16 | $258.7M |
| 325 Capital LLC | 0001873893 | Feb 14, 2025 | 12 | $258.7M |
| Silverlake Wealth Management LLC | 0001966026 | Jan 27, 2025 | 266 | $258.5M |
| Cherrydale Wealth Management, LLC | 0001907327 | Jan 15, 2025 | 73 | $258.5M |
| Allred Capital Management, LLC | 0001765885 | Feb 13, 2025 | 174 | $258.4M |
| Denver PWM, LLC | 0001657980 | Feb 4, 2025 | 231 | $258.4M |
| May Hill Capital, LLC | 0002056340 | Feb 12, 2025 | 164 | $258.3M |
| Fortem Financial Group, LLC | 0001766509 | Jan 6, 2025 | 176 | $258.1M |
| Merck & Co., Inc. | 0000310158 | Feb 14, 2025 | 13 | $258.0M |
| Select Asset Management & Trust | 0001600636 | Feb 13, 2025 | 72 | $258.0M |
| True Wealth Design, LLC | 0001966033 | Feb 14, 2025 | 1,350 | $257.7M |
| Kercheville Advisors, LLC | 0001890748 | Jan 27, 2025 | 94 | $257.7M |
| Skyline Advisors, Inc. | 0001843832 | Feb 27, 2025 | 94 | $257.7M |
| My Legacy Advisors, LLC | 0001767802 | Jan 16, 2025 | 197 | $257.6M |
| Arlington Partners LLC | 0001389848 | Jan 29, 2025 | 58 | $257.6M |
| Libra Wealth LLC | 0001925385 | Jan 22, 2025 | 53 | $257.2M |
| RFP Financial Group LLC | 0001956564 | Jan 28, 2025 | 116 | $257.2M |
| Bear Mountain Capital, Inc. | 0002009419 | Feb 3, 2025 | 176 | $256.9M |
| United Community Bank | 0002000314 | Feb 7, 2025 | 405 | $256.9M |
| Lunt Capital Management, Inc. | 0001608034 | Jan 24, 2025 | 82 | $256.9M |
| All Terrain Financial Advisors, LLC | 0001731358 | Feb 14, 2025 | 84 | $256.9M |
| DHJJ Financial Advisors, Ltd. | 0001844716 | Jan 30, 2025 | 899 | $256.7M |
| LFL Advisers, LLC | 0001694127 | Feb 13, 2025 | 9 | $256.7M |
| Eley Financial Management, Inc | 0001965267 | Feb 13, 2025 | 68 | $256.7M |
| Compass Capital Corp. /Ma/ | 0000749763 | Feb 3, 2025 | 201 | $256.5M |
| Windward Private Wealth Management Inc. | 0001835866 | Jan 30, 2025 | 46 | $256.5M |
| Stelac Advisory Services LLC | 0001519676 | Feb 10, 2025 | 108 | $256.5M |
| Watershed Private Wealth LLC | 0001965271 | Jan 22, 2025 | 112 | $256.4M |
| Moseley Investment Management Inc. | 0000906396 | Jan 14, 2025 | 149 | $256.2M |
| Schiavi & Co LLC | 0001840014 | Feb 13, 2025 | 39 | $256.2M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0001327944 | Jan 22, 2025 | 132 | $256.1M |
| Core Wealth Management, Inc. | 0001965150 | Jan 23, 2025 | 29 | $255.9M |
| Rooted Wealth Advisors, Inc. | 0001963732 | Jan 30, 2025 | 93 | $255.7M |
| Cape Investment Advisory, Inc. | 0001944437 | Feb 5, 2025 | 1,140 | $255.7M |
| Team Hewins, LLC | 0001964760 | Jul 8, 2025 | 38 | $255.7M |
| Socorro Asset Management LP | 0001781882 | Feb 14, 2025 | 32 | $255.6M |
| RWQ Financial Management Services, Inc. | 0001846544 | Feb 11, 2025 | 23 | $255.6M |
| Oak Family Advisors, LLC | 0001846161 | Jan 24, 2025 | 114 | $255.6M |
| Campbell Capital Management Inc. | 0000826794 | Feb 10, 2025 | 90 | $255.5M |
| UG Investment Advisers Ltd. | 0001697814 | Jan 23, 2025 | 9 | $255.5M |
| von Borstel & Associates, Inc. | 0002041065 | Feb 11, 2025 | 38 | $255.4M |
| Saturn V Capital Management LP | 0001964437 | Feb 14, 2025 | 24 | $255.4M |
| Leisure Capital Management | 0001631507 | Jan 24, 2025 | 141 | $255.3M |
| Pinnacle Financial Group, LLC / IL | 0001905962 | Feb 18, 2025 | 84 | $255.3M |
| Centennial Wealth Advisory LLC | 0001839421 | Jan 27, 2025 | 141 | $255.0M |
| Baker Tilly Wealth Management, LLC | 0001840565 | Jan 10, 2025 | 237 | $255.0M |
| Situational Awareness | 0002045724 | Feb 12, 2025 | 6 | $254.8M |
| Wittenberg Investment Management, Inc. | 0001697790 | Feb 13, 2025 | 74 | $254.7M |
| Malaga Cove Capital, LLC | 0001603001 | Feb 14, 2025 | 194 | $254.7M |
| Sandy Cove Advisors, LLC | 0001908217 | Jan 15, 2025 | 125 | $254.6M |
| Stone Run Capital, LLC | 0001512746 | Feb 14, 2025 | 68 | $254.5M |
| Selway Asset Management | 0001080523 | Feb 13, 2025 | 77 | $254.5M |
| Whelan Financial | 0001894921 | Feb 14, 2025 | 59 | $254.3M |
| Wind River Trust Co | 0001657703 | Feb 7, 2025 | 9 | $254.3M |
| Castle Wealth Management LLC | 0001936420 | Jan 29, 2025 | 118 | $254.1M |
| BlackBarn Capital Partners LP | 0002010204 | Feb 14, 2025 | 15 | $254.1M |
| Montgomery Investment Management Inc. | 0001272544 | Jan 27, 2025 | 89 | $254.0M |
| Duncan Williams Asset Management, LLC | 0002011771 | Jan 21, 2025 | 146 | $254.0M |
| Rakuten Securities, Inc. | 0002009539 | Feb 10, 2025 | 760 | $253.9M |
| Argyle Capital Management, LLC | 0001321194 | Feb 5, 2025 | 127 | $253.8M |
| Joseph Group Capital Management | 0001910383 | Feb 12, 2025 | 86 | $253.8M |
| Orchard Capital Management, LLC | 0001858319 | Feb 14, 2025 | 57 | $253.7M |
| Susquehanna Capital Management, LLC | 0001879628 | Feb 14, 2025 | 1 | $253.7M |
| David Kennon Inc | 0001954126 | Jan 23, 2025 | 36 | $253.5M |
| Juniper Investment Company, LLC | 0001794034 | Feb 14, 2025 | 11 | $253.5M |
| Pabrai Investments (Dalal Street) | 0001549575 | Feb 13, 2025 | 3 | $253.4M |
| Sachetta, LLC | 0002010574 | Jan 21, 2025 | 1,192 | $253.4M |
| Impact Asset Management GmbH | 0002068799 | May 30, 2025 | 70 | $253.1M |
| Stableford Capital II LLC | 0001842089 | Jan 24, 2025 | 125 | $253.0M |
| Sculati Wealth Management, LLC | 0001803397 | Feb 26, 2025 | 107 | $253.0M |
| Sophron Capital Management L.P. | 0002027142 | Feb 14, 2025 | 38 | $253.0M |
| Straight Path Wealth Management | 0001902506 | Feb 6, 2025 | 96 | $252.8M |
| Red Lighthouse Investment Management, LLC | 0001962166 | Feb 7, 2025 | 111 | $252.8M |
| Purus Wealth Management, LLC | 0001844250 | Jan 16, 2025 | 123 | $252.7M |
| Wildcat Capital Management, LLC | 0001582384 | Jan 29, 2025 | 8 | $252.7M |
| Maestria Partners LLC | 0002000390 | Feb 11, 2025 | 14 | $252.3M |
| Ghe, LLC | 0001910179 | Mar 3, 2025 | 56 | $252.3M |
| Harmony Asset Management LLC | 0002002815 | Feb 18, 2025 | 158 | $252.3M |
| Metropolitan Life Insurance Co | 0000728618 | Feb 13, 2025 | 10 | $252.3M |
| Yakira Capital Management, Inc. | 0001584639 | Feb 13, 2025 | 234 | $252.2M |
| Bennett Selby Investments LP | 0001840740 | Jan 21, 2025 | 74 | $252.1M |
| Regents Gate Capital LLP | 0002020935 | Jan 29, 2025 | 51 | $252.0M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0002079571 | Aug 28, 2025 | 180 | $251.8M |
| Manske Wealth Management | 0002095143 | Nov 12, 2025 | 168 | $251.8M |
| Excalibur Management Corp. | 0001009003 | Feb 12, 2025 | 166 | $251.7M |
| Legacy Wealth Management, LLC / MS | 0002047443 | Jan 6, 2025 | 88 | $251.7M |
| Your Advocates Ltd., LLP | 0001774437 | Feb 4, 2025 | 209 | $251.6M |
| DORVAL Corp | 0001999144 | Jan 30, 2025 | 34 | $251.6M |
| Seneca House Advisors | 0001731359 | Jan 21, 2025 | 90 | $251.6M |
| Pinion Investment Advisors, LLC | 0001738738 | Feb 6, 2025 | 155 | $251.3M |