| Altus Wealth Management, LLC | 0001802107 | Oct 17, 2024 | 40 | $213.2M |
| Searcy Financial Services Inc. | 0000354923 | Oct 15, 2024 | 26 | $213.1M |
| Win Advisors, Inc. | 0001897144 | Oct 31, 2024 | 55 | $213.1M |
| Polianta Ltd | 0001695214 | Oct 11, 2024 | 71 | $213.1M |
| New England Research & Management, Inc. | 0001596077 | Oct 7, 2024 | 158 | $213.1M |
| Weitzel Financial Services, Inc. | 0001846789 | Oct 31, 2024 | 41 | $213.0M |
| St. Johns Investment Management Company, LLC | 0001605522 | Oct 23, 2024 | 240 | $212.9M |
| Hyperion Capital Advisors LP | 0001794499 | Nov 14, 2024 | 128 | $212.9M |
| Atle Fund Management AB | 0001381843 | Nov 12, 2024 | 36 | $212.8M |
| Anchorage Capital Advisors, L.P. | 0002007642 | Nov 14, 2024 | 5 | $212.7M |
| Reliant Investment Management, LLC | 0001517429 | Oct 8, 2024 | 57 | $212.6M |
| Saiph Capital, LLC | 0002052658 | Feb 11, 2025 | 45 | $212.5M |
| Christensen, King & Associates Investment Services, Inc. | 0002032544 | Oct 21, 2024 | 99 | $212.5M |
| PCA Investment Advisory Services Inc. | 0001977044 | Oct 16, 2024 | 156 | $212.3M |
| Thrive Capital Management, LLC | 0001845943 | Nov 13, 2024 | 177 | $212.3M |
| Hel Ved Capital Management Ltd | 0001840129 | Nov 13, 2024 | 50 | $212.3M |
| Rivermont Capital Management LP | 0001965613 | Nov 13, 2024 | 17 | $212.2M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0000867926 | Oct 29, 2024 | 166 | $212.1M |
| Ranch Capital Advisors Inc. | 0001793269 | Nov 12, 2024 | 147 | $212.0M |
| Forefront Analytics, LLC | 0001696802 | Nov 14, 2024 | 67 | $212.0M |
| HTG Investment Advisors, Inc. | 0001963875 | Nov 4, 2024 | 67 | $211.9M |
| Scholtz & Company, LLC | 0001606134 | Nov 12, 2024 | 51 | $211.9M |
| ACT Advisors, LLC. | 0001842554 | Oct 18, 2024 | 52 | $211.9M |
| BCR Wealth Strategies, LLC | 0001908380 | Oct 18, 2024 | 24 | $211.9M |
| Gainplan LLC | 0001697857 | Oct 4, 2024 | 63 | $211.6M |
| OMC Financial Services LTD | 0002026391 | Oct 28, 2024 | 60 | $211.6M |
| TenCore Partners, LP | 0001755784 | Nov 14, 2024 | 11 | $211.4M |
| Anthracite Investment Company, Inc. | 0001809930 | Nov 8, 2024 | 79 | $211.4M |
| Harbor Island Capital LLC | 0001730580 | Oct 17, 2024 | 15 | $211.4M |
| Beacon Investment Advisors LLC | 0001961635 | Nov 14, 2024 | 152 | $211.3M |
| Napa Wealth Management | 0001602844 | Nov 7, 2024 | 156 | $211.3M |
| Hart & Patterson Financial Group LLC | 0002015835 | Oct 10, 2024 | 72 | $211.2M |
| Eads & Heald Wealth Management | 0001035912 | Oct 28, 2024 | 144 | $211.1M |
| Towerpoint Wealth, LLC | 0001731445 | Oct 9, 2024 | 85 | $211.0M |
| Greenfield Savings Bank | 0001940406 | Oct 7, 2024 | 148 | $211.0M |
| Strategic Equity Management | 0001843578 | Nov 5, 2024 | 54 | $210.9M |
| Eaton-Cambridge Inc. | 0002011052 | Oct 21, 2024 | 30 | $210.8M |
| Ted Buchan & Co | 0002033413 | Nov 1, 2024 | 85 | $210.8M |
| Worldly Partners Management, LLC | 0001904574 | Nov 14, 2024 | 3 | $210.5M |
| Unison Asset Management LLC | 0001840755 | Nov 13, 2024 | 35 | $210.4M |
| Wolf Group Capital Advisors | 0001579111 | Nov 1, 2024 | 103 | $210.4M |
| Squire Investment Management Company, LLC | 0002031291 | Nov 6, 2024 | 62 | $210.3M |
| Mill Road Capital Management LLC | 0001512275 | Nov 14, 2024 | 24 | $210.3M |
| Ayrshire Capital Management LLC | 0001801563 | Oct 10, 2024 | 48 | $210.2M |
| Bridge Advisory, LLC | 0001847956 | Oct 1, 2024 | 99 | $210.2M |
| Cowa, LLC | 0001844480 | Nov 1, 2024 | 128 | $210.0M |
| Winthrop Capital Management, LLC | 0002010657 | Nov 4, 2024 | 157 | $210.0M |
| Stonebridge Financial Planning Group, LLC | 0001802494 | Nov 8, 2024 | 158 | $209.9M |
| Trail Ridge Investment Advisors, LLC | 0001911013 | Oct 25, 2024 | 106 | $209.9M |
| Pioneer Wealth Management Group | 0001973339 | Oct 7, 2024 | 42 | $209.7M |
| Tejara Capital Ltd | 0001879713 | Nov 13, 2024 | 55 | $209.6M |
| BCK Partners, Inc. | 0001845867 | Oct 25, 2024 | 29 | $209.6M |
| First Financial Corp. | 0000714562 | Oct 24, 2024 | 440 | $209.5M |
| Meredith Wealth Planning | 0001956471 | Oct 18, 2024 | 46 | $209.5M |
| KFA Private Wealth Group, LLC | 0001800556 | Oct 18, 2024 | 82 | $209.5M |
| Nkcfo LLC | 0001757282 | Oct 17, 2024 | 79 | $209.4M |
| Stevens Capital Partners | 0001965176 | Oct 29, 2024 | 62 | $209.4M |
| Mendota Financial Group, LLC | 0001964538 | Oct 10, 2024 | 1,185 | $209.4M |
| Astor Investment Management LLC | 0001598416 | Oct 24, 2024 | 31 | $209.0M |
| Five Oceans Advisors | 0001876326 | Oct 15, 2024 | 195 | $208.9M |
| Lavaca Capital LLC | 0001641447 | Nov 14, 2024 | 101 | $208.9M |
| Rise Advisors, LLC | 0001831316 | Oct 11, 2024 | 1,233 | $208.7M |
| Summa Corp. | 0001954929 | Oct 17, 2024 | 64 | $208.6M |
| Sage Capital Management, LLC | 0002030667 | Oct 30, 2024 | 163 | $208.4M |
| NCM Capital Management, LLC | 0001907054 | Nov 14, 2024 | 165 | $208.4M |
| MBA Advisors LLC | 0001848704 | Oct 25, 2024 | 130 | $208.3M |
| Marshall & Sullivan Inc. | 0000820123 | Oct 9, 2024 | 40 | $208.2M |
| Wilshire Advisors LLC | 0001616628 | Nov 13, 2024 | 11 | $208.2M |
| Tabor Asset Management, LP | 0001834780 | Nov 14, 2024 | 43 | $208.0M |
| Holistic Financial Partners | 0001729304 | Nov 7, 2024 | 121 | $207.8M |
| Baron Wealth Management LLC | 0001968507 | Nov 7, 2024 | 204 | $207.8M |
| Fluent Financial, LLC | 0001722283 | Oct 4, 2024 | 61 | $207.8M |
| Income Research & Management | 0001165830 | Oct 22, 2024 | 22 | $207.7M |
| Hoffman, Alan N Investment Management | 0001848530 | Oct 7, 2024 | 14 | $207.7M |
| Genesee Capital Advisors, LLC | 0001652348 | Oct 21, 2024 | 125 | $207.6M |
| Brightlight Capital Management LP | 0001802838 | Nov 14, 2024 | 13 | $207.6M |
| Whetstone Capital Advisors, LLC | 0001607278 | Nov 13, 2024 | 37 | $207.5M |
| PFC Capital Group, Inc. | 0002010374 | Nov 12, 2024 | 71 | $207.5M |
| Bantamac Capital, LLC | 0001794972 | Nov 14, 2024 | 184 | $207.5M |
| ShoreHaven Wealth Partners, LLC | 0001844922 | Oct 24, 2024 | 84 | $207.4M |
| Bond Capital Management, LP | 0001923934 | Nov 13, 2024 | 5 | $207.3M |
| Revolution Growth Management Company, Inc. | 0001816374 | Nov 8, 2024 | 1 | $207.2M |
| Idaho Trust Co | 0001568069 | Nov 14, 2024 | 79 | $207.2M |
| CPA Asset Management Group, LLC | 0001963967 | Oct 22, 2024 | 77 | $207.1M |
| Bright Futures Wealth Management, LLC. | 0001803980 | Oct 31, 2024 | 225 | $207.1M |
| FNY Investment Advisers, LLC | 0001742998 | Oct 18, 2024 | 648 | $206.9M |
| Lloyd Advisory Services, LLC. | 0001802474 | Oct 10, 2024 | 97 | $206.9M |
| Ewing Morris & Co. Investment Partners Ltd. | 0001846838 | Nov 14, 2024 | 31 | $206.8M |
| Gemsstock Ltd. | 0001724140 | Nov 8, 2024 | 9 | $206.8M |
| Game Plan Financial Advisors, LLC | 0001802952 | Oct 15, 2024 | 398 | $206.7M |
| Torque Asset Management LLC | 0002011256 | Nov 12, 2024 | 19 | $206.7M |
| Flynn Zito Capital Management, LLC | 0001857144 | Nov 4, 2024 | 122 | $206.6M |
| Arkfeld Wealth Strategies, L.L.C. | 0001789382 | Oct 15, 2024 | 90 | $206.5M |
| Kinloch Capital, LLC | 0001818557 | Nov 14, 2024 | 83 | $206.3M |
| Conway Capital Management, Inc. | 0002044929 | Nov 15, 2024 | 47 | $206.0M |
| Investmark Advisory Group LLC | 0001926349 | Nov 14, 2024 | 121 | $206.0M |
| Maryland Capital Advisors Inc. | 0001891201 | Oct 22, 2024 | 243 | $205.9M |
| Madison International Realty Holdings, LLC | 0001640680 | Nov 13, 2024 | 2 | $205.8M |
| Strait & Sound Wealth Management LLC | 0001966210 | Nov 18, 2024 | 141 | $205.8M |
| Leslie Global Wealth, LLC | 0001954832 | Oct 30, 2024 | 71 | $205.8M |