| Running Point Capital Advisors, LLC | 0001840629 | May 15, 2024 | 143 | $223.3M |
| Houlihan Financial Resource Group, Ltd. | 0001802879 | May 6, 2024 | 102 | $222.9M |
| Sara-Bay Financial | 0001816444 | Apr 16, 2024 | 78 | $222.9M |
| Beaconlight Capital, LLC | 0001569537 | May 14, 2024 | 26 | $222.9M |
| Greenstone Partners & Co., LLC | 0001845565 | May 9, 2024 | 9 | $222.8M |
| Aragon Global Management, LP | 0001991518 | May 15, 2024 | 19 | $222.7M |
| Equita Financial Network, Inc. | 0001994461 | May 2, 2024 | 70 | $222.7M |
| Client 1ST Advisory Group, LLC | 0001802816 | May 9, 2024 | 110 | $222.6M |
| Lansing Street Advisors | 0001926571 | Apr 30, 2024 | 99 | $222.6M |
| Ewa, LLC | 0001835252 | May 13, 2024 | 146 | $222.5M |
| Highview Capital Management LLC | 0001903786 | Apr 26, 2024 | 114 | $222.3M |
| Mirabaud Asset Management (France) SAS | 0002033031 | Aug 13, 2024 | 23 | $222.3M |
| Trinity Financial Advisors LLC | 0001809574 | Apr 17, 2024 | 73 | $222.2M |
| Eagle Capital Management, LLC | 0001600746 | Apr 18, 2024 | 40 | $222.2M |
| Swmg, LLC | 0001839255 | May 15, 2024 | 97 | $222.1M |
| Robertson Opportunity Capital, LLC | 0001352122 | May 15, 2024 | 24 | $222.1M |
| Tealwood Asset Management Inc. | 0001164062 | Apr 11, 2024 | 129 | $222.1M |
| Alfreton Capital LLP | 0001873435 | May 15, 2024 | 5 | $221.9M |
| SMART Wealth LLC | 0002044723 | Dec 16, 2024 | 118 | $221.9M |
| Bridger Management, LLC | 0001166309 | May 15, 2024 | 31 | $221.8M |
| Legacy Wealth Management, LLC / MS | 0002047443 | Dec 12, 2024 | 71 | $221.8M |
| Wunderlich Capital Managemnt | 0001599273 | May 15, 2024 | 107 | $221.8M |
| Revisor Wealth Management LLC | 0001887409 | Apr 23, 2024 | 187 | $221.2M |
| Stonehearth Capital Management, LLC | 0001550191 | Apr 2, 2024 | 78 | $220.9M |
| Private Wealth Management Group, LLC | 0002011342 | Apr 30, 2024 | 1,500 | $220.7M |
| Ameliora Wealth Management Ltd. | 0001910168 | Apr 16, 2024 | 195 | $220.6M |
| Investment Partners, LTD. | 0001050068 | Apr 16, 2024 | 142 | $220.5M |
| Texas Capital Bancshares Inc | 0001077428 | May 13, 2024 | 80 | $220.5M |
| Level Financial Advisors | 0001871734 | Apr 19, 2024 | 72 | $220.5M |
| Grandview Asset Management LLC | 0001766791 | Apr 10, 2024 | 109 | $220.3M |
| Ewing Morris & Co. Investment Partners Ltd. | 0001846838 | May 15, 2024 | 33 | $220.1M |
| Clayton Financial Group LLC | 0002011212 | May 2, 2024 | 105 | $219.8M |
| Signature Wealth Management Group | 0001736666 | Apr 22, 2024 | 101 | $219.8M |
| Luminus Management LLC | 0001279151 | May 15, 2024 | 25 | $219.8M |
| Sonata Capital Group Inc. | 0001172036 | Apr 30, 2024 | 112 | $219.7M |
| Dagco, Inc. | 0001767343 | May 15, 2024 | 219 | $219.6M |
| Davis-Rea LTD. | 0001482171 | May 6, 2024 | 35 | $219.6M |
| Palisades Hudson Asset Management, L.P. | 0001388443 | May 7, 2024 | 97 | $219.5M |
| HarbourVest Partners LLC | 0001201001 | May 15, 2024 | 48 | $219.3M |
| Beacon Wealthcare LLC | 0001849336 | Apr 12, 2024 | 19 | $219.3M |
| CMT Capital Markets Trading GmbH | 0001632813 | May 16, 2024 | 61 | $219.2M |
| Eclectic Associates Inc. | 0000743482 | Apr 23, 2024 | 89 | $219.1M |
| Whelan Financial | 0001894921 | Apr 19, 2024 | 42 | $219.0M |
| Kensington Investment Counsel, LLC | 0001845536 | May 13, 2024 | 97 | $218.9M |
| SimpliFi, Inc. | 0001716983 | Apr 23, 2024 | 38 | $218.6M |
| Aull & Monroe Investment Management Corp | 0001387615 | May 7, 2024 | 133 | $218.6M |
| Fusion Capital, LLC | 0001802955 | May 15, 2024 | 73 | $218.6M |
| Summit Securities Group LLC | 0001531593 | May 13, 2024 | 303 | $218.6M |
| ODonnell Financial Services, LLC | 0001730962 | Apr 23, 2024 | 39 | $218.5M |
| Cypress Financial Planning LLC | 0001937021 | Apr 12, 2024 | 66 | $218.4M |
| Harbor Island Capital LLC | 0001730580 | Apr 18, 2024 | 15 | $218.3M |
| Next Level Private LLC | 0001910366 | Apr 15, 2024 | 131 | $217.8M |
| S Squared Technology, LLC | 0001322924 | May 15, 2024 | 35 | $217.8M |
| Optimum Investment Advisors | 0001037763 | Apr 11, 2024 | 639 | $217.7M |
| Ategra Capital Management, LLC | 0001741369 | Feb 14, 2025 | 89 | $217.6M |
| MTC Wealth Management LLC | 0001821455 | Apr 25, 2024 | 13 | $217.6M |
| Fi3 FINANCIAL ADVISORS, LLC | 0001862427 | May 6, 2024 | 86 | $217.4M |
| First Dallas Securities Inc. | 0001378559 | Apr 16, 2024 | 118 | $217.4M |
| Breakwater Investment Management | 0002025925 | Jun 14, 2024 | 314 | $217.3M |
| ShankerValleau Wealth Advisors, Inc. | 0001903273 | Apr 17, 2024 | 24 | $217.3M |
| Investment Research & Advisory Group, Inc. | 0001802136 | Apr 17, 2024 | 208 | $217.3M |
| Solitude Financial Services | 0001839890 | Apr 22, 2024 | 36 | $217.2M |
| Ferguson Shapiro LLC | 0001767433 | Apr 10, 2024 | 42 | $217.1M |
| Savoir Faire Capital Management, L.P. | 0001710593 | May 9, 2024 | 53 | $217.1M |
| Winthrop Capital Management, LLC | 0002010657 | May 8, 2024 | 163 | $217.0M |
| Sandy Cove Advisors, LLC | 0001908217 | Apr 17, 2024 | 121 | $217.0M |
| Alkeme Wealth, LLC | 0001752045 | Apr 15, 2024 | 90 | $216.9M |
| Mountaineer Partners Management, LLC | 0001730532 | May 15, 2024 | 16 | $216.6M |
| MADDEN SECURITIES Corp | 0001803566 | Apr 10, 2024 | 96 | $216.6M |
| 325 Capital LLC | 0001873893 | May 15, 2024 | 12 | $216.6M |
| Sterling Investment Counsel, LLC | 0001925853 | Apr 26, 2024 | 171 | $216.5M |
| Concentrum Wealth Management | 0001765387 | May 6, 2024 | 70 | $216.5M |
| Arvin Capital Management LP | 0001961738 | May 14, 2024 | 20 | $216.5M |
| Centennial Wealth Advisory LLC | 0001839421 | Apr 22, 2024 | 137 | $216.3M |
| Traveka Wealth, LLC | 0002009176 | Apr 16, 2024 | 133 | $216.3M |
| Ghe, LLC | 0001910179 | Apr 29, 2024 | 53 | $216.3M |
| Mendel Money Management | 0001600585 | May 2, 2024 | 129 | $216.2M |
| Anchorage Capital Advisors, L.P. | 0002007642 | May 15, 2024 | 6 | $216.2M |
| Cipher Capital LP | 0001542420 | May 15, 2024 | 411 | $216.1M |
| DORVAL Corp | 0001999144 | Apr 26, 2024 | 27 | $216.0M |
| Scarborough Advisors, LLC | 0001815355 | May 10, 2024 | 420 | $216.0M |
| Landmark Wealth Management, LLC | 0001728778 | Apr 24, 2024 | 72 | $215.9M |
| Marathon Asset Management LP | 0001279913 | Mar 24, 2025 | 8 | $215.8M |
| Pabrai Investments (Dalal Street) | 0001549575 | May 14, 2024 | 4 | $215.7M |
| Jacobsen Capital Management | 0001782491 | Apr 25, 2024 | 92 | $215.6M |
| Red Spruce Capital, LLC | 0001795356 | Apr 10, 2024 | 85 | $215.6M |
| Gunderson Capital Management LLC | 0001792397 | Apr 10, 2024 | 41 | $215.3M |
| EnerVest, Ltd. | 0001375345 | May 15, 2024 | 1 | $215.3M |
| IMS Capital Management | 0001343916 | Jun 13, 2024 | 142 | $215.1M |
| Wellington Wealth Strategies, LLC. | 0002007383 | May 14, 2024 | 148 | $215.0M |
| Saiph Capital, LLC | 0002052658 | Feb 11, 2025 | 53 | $215.0M |
| IvyRock Asset Management (HK) Ltd | 0001809525 | May 7, 2024 | 20 | $215.0M |
| FSB Premier Wealth Management, Inc. | 0000887748 | May 10, 2024 | 180 | $214.8M |
| California First Leasing Corp. | 0000803016 | Apr 24, 2024 | 38 | $214.8M |
| Goepper Burkhardt LLC | 0001844142 | May 13, 2024 | 81 | $214.7M |
| Lowe Wealth Advisors, LLC | 0001574010 | Apr 9, 2024 | 307 | $214.7M |
| Horizon Advisory Services, Inc. | 0001799006 | Apr 29, 2024 | 46 | $214.7M |
| Grant/GrossMendelsohn, LLC | 0001810677 | Apr 25, 2024 | 130 | $214.7M |
| Ameraudi Asset Management, Inc. | 0001772954 | May 9, 2024 | 49 | $214.7M |
| Gibraltar Capital Management, Inc. | 0001625986 | May 7, 2024 | 45 | $214.7M |