| Trust Co of Kansas | 0001803988 | Oct 8, 2024 | 61 | $205.8M |
| Orion Capital Management LLC | 0001846758 | Nov 18, 2024 | 128 | $205.8M |
| Corton Capital Inc. | 0001910417 | Nov 14, 2024 | 469 | $205.7M |
| Matisse Capital | 0001668256 | Oct 17, 2024 | 176 | $205.6M |
| Seneca Financial Advisors LLC | 0002082922 | Aug 27, 2025 | 54 | $205.6M |
| Guinness Atkinson Asset Management Inc | 0001409765 | Oct 10, 2024 | 100 | $205.6M |
| 5th Street Advisors, LLC | 0001911026 | Nov 1, 2024 | 43 | $205.4M |
| Pettee Investors, Inc. | 0001596901 | Nov 5, 2024 | 118 | $205.4M |
| McNaughton Wealth Management, LLC | 0001802691 | Oct 4, 2024 | 56 | $205.4M |
| Maltin Wealth Management, Inc. | 0001764260 | Oct 9, 2024 | 125 | $205.4M |
| Ironwood Investment Management LLC | 0001127761 | Nov 14, 2024 | 174 | $205.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 0002035883 | Oct 9, 2024 | 71 | $205.3M |
| Hyundai Investments Co., Ltd. | 0001892772 | Nov 14, 2024 | 1 | $205.2M |
| Deane Retirement Strategies, Inc. | 0001659346 | Oct 3, 2024 | 73 | $205.1M |
| Raelipskie Partnership | 0002023896 | Nov 15, 2024 | 124 | $205.1M |
| Spider Management Company, LLC | 0001791621 | Nov 8, 2024 | 5 | $205.0M |
| Atlantic Investment Management, Inc. | 0001063296 | Nov 14, 2024 | 7 | $204.8M |
| Latigo Investments, LLC | 0001914668 | Nov 13, 2024 | 19 | $204.8M |
| WD Rutherford LLC | 0001841015 | Oct 25, 2024 | 78 | $204.7M |
| Councilor Wealth, LLC | 0002052759 | Apr 8, 2025 | 82 | $204.7M |
| Birch Capital Management, LLC | 0001799859 | Oct 15, 2024 | 85 | $204.7M |
| Wildcat Capital Management, LLC | 0001582384 | Nov 8, 2024 | 7 | $204.6M |
| Sib LLC | 0001426857 | Nov 14, 2024 | 19 | $204.4M |
| Wimmer Associates 1, LLC | 0001667019 | Nov 14, 2024 | 111 | $204.3M |
| Ironwood Wealth Management, Inc. | 0001844821 | Oct 7, 2024 | 22 | $204.1M |
| Union Savings Bank | 0001985855 | Oct 15, 2024 | 297 | $204.0M |
| HMS Capital Management, LLC | 0001689470 | Oct 30, 2024 | 108 | $204.0M |
| Catalyst Private Wealth, LLC | 0001831193 | Oct 30, 2024 | 82 | $203.9M |
| Iams Wealth Management, LLC | 0001998182 | Oct 11, 2024 | 145 | $203.7M |
| Grunden Financial Advisory, Inc. | 0002010014 | Oct 9, 2024 | 24 | $203.7M |
| Rockingstone Advisors LLC | 0002027176 | Oct 8, 2024 | 99 | $203.6M |
| Hi-Line Capital Management, LLC | 0001776074 | Oct 28, 2024 | 30 | $203.6M |
| West Oak Capital, LLC | 0001387399 | Oct 18, 2024 | 318 | $203.5M |
| Financial Connections Group, Inc. | 0001907157 | Oct 18, 2024 | 216 | $203.5M |
| Brown Shipley& Co Ltd | 0001912970 | Nov 14, 2024 | 66 | $203.3M |
| Moneywise, Inc. | 0001703080 | Oct 21, 2024 | 60 | $203.3M |
| SWAN Capital LLC | 0001952722 | Nov 14, 2024 | 345 | $203.2M |
| Financial Avengers, Inc. | 0001844393 | Nov 18, 2024 | 177 | $203.2M |
| Norris Financial Group, LLC | 0002129318 | May 20, 2026 | 76 | $203.2M |
| Nova R Wealth, Inc. | 0001729457 | Oct 15, 2024 | 81 | $203.1M |
| Chelsea Counsel Co. | 0001276755 | Nov 21, 2024 | 199 | $202.9M |
| Cora Capital Advisors LLC | 0001964530 | Oct 7, 2024 | 102 | $202.9M |
| Aft, Forsyth & Company, Inc. | 0001512073 | Nov 14, 2024 | 131 | $202.8M |
| Mb, Levis & Associates, LLC | 0002065807 | May 7, 2025 | 292 | $202.8M |
| TKG Advisors, LLC | 0001843275 | Oct 30, 2024 | 97 | $202.7M |
| Wealthspan Partners, LLC | 0001909805 | Nov 4, 2024 | 107 | $202.6M |
| Sequent Asset Management, LLC | 0001509550 | Nov 1, 2024 | 92 | $202.6M |
| Disciplined Investments, LLC | 0001812492 | Nov 4, 2024 | 117 | $202.6M |
| First County Bank | 0001983616 | Nov 12, 2024 | 158 | $202.5M |
| Colorado Capital Management, Inc. | 0001664147 | Oct 9, 2024 | 96 | $202.5M |
| Boit C F David | 0001308331 | Oct 7, 2024 | 128 | $202.5M |
| Benchmark Wealth Management, LLC | 0001788241 | Oct 18, 2024 | 54 | $202.4M |
| Origin Asset Management LLP | 0001484040 | Oct 31, 2024 | 11 | $202.4M |
| Martin Capital Partners, LLC | 0001731216 | Oct 15, 2024 | 69 | $202.4M |
| Prairie Wealth Advisors, Inc. | 0002022783 | Nov 7, 2024 | 145 | $202.3M |
| Diametric Capital, LP | 0001719087 | Nov 13, 2024 | 366 | $202.3M |
| Bluesphere Advisors LLC | 0001844108 | Oct 21, 2024 | 99 | $202.3M |
| Asset Planning Services Inc. /La/ | 0000811407 | Oct 22, 2024 | 35 | $202.2M |
| Laidlaw Wealth Management LLC | 0001800608 | Nov 12, 2024 | 177 | $202.2M |
| Sapience Investments, LLC | 0001682598 | Nov 14, 2024 | 86 | $202.2M |
| KKM Financial LLC | 0002001943 | Nov 12, 2024 | 141 | $202.1M |
| Verger Capital Management LLC | 0001627417 | Nov 13, 2024 | 14 | $202.1M |
| New England Professional Planning Group Inc. | 0001540867 | Oct 9, 2024 | 51 | $202.0M |
| Burrus Financial Services, Inc. | 0001573947 | Sep 24, 2025 | 10 | $201.8M |
| Paragon Private Wealth Management, LLC | 0001922684 | Nov 7, 2024 | 163 | $201.8M |
| Ergawealth Advisors, Inc. | 0001973209 | Oct 23, 2024 | 60 | $201.7M |
| Redwood Wealth Management Group, LLC | 0001963839 | Nov 13, 2024 | 156 | $201.7M |
| Checkpoint Capital L.P. | 0001977548 | Nov 14, 2024 | 16 | $201.6M |
| Colonial River Investments, LLC | 0001845859 | Nov 4, 2024 | 223 | $201.6M |
| Riverwater Partners LLC | 0001882572 | Oct 22, 2024 | 206 | $201.4M |
| FWG Holdings, LLC | 0001862067 | Nov 8, 2024 | 101 | $201.3M |
| Bay Rivers Group | 0001798924 | Oct 25, 2024 | 84 | $201.3M |
| Pine Harbor Wealth Management, LLC | 0002016051 | Nov 13, 2024 | 101 | $201.0M |
| Retirement Planning Co of New England, Inc. | 0001817693 | Nov 12, 2024 | 230 | $200.9M |
| Hutner Capital Management Inc. | 0000944733 | Nov 13, 2024 | 45 | $200.9M |
| Insight 2811, Inc. | 0001334952 | Nov 6, 2024 | 89 | $200.9M |
| Landmark Wealth Management, Inc. | 0001985016 | Nov 1, 2024 | 42 | $200.7M |
| Taylor Frigon Capital Management LLC | 0001632665 | Oct 23, 2024 | 88 | $200.6M |
| Physician Wealth Solutions Inc. | 0002007116 | Nov 1, 2024 | 41 | $200.5M |
| FOCUS Wealth Advisors, LLC | 0001845643 | Oct 10, 2024 | 60 | $200.5M |
| Powers Advisory Group, LLC | 0001927474 | Oct 18, 2024 | 98 | $200.5M |
| Ridgewood Investments LLC | 0001703556 | Oct 4, 2024 | 697 | $200.5M |
| Agate Pass Investment Management, LLC | 0001900409 | Oct 9, 2024 | 94 | $200.4M |
| Hillcrest Wealth Advisors - NY, LLC | 0001767121 | Oct 17, 2024 | 47 | $200.3M |
| Sitrin Capital Management LLC | 0001664771 | Oct 28, 2024 | 44 | $200.2M |
| Fortress Wealth Management, Inc. | 0001908099 | Oct 18, 2024 | 70 | $200.2M |
| Choice Wealth Advisors LLC | 0001842357 | Oct 7, 2024 | 30 | $200.1M |
| Private Wealth Group, LLC | 0001512780 | Oct 29, 2024 | 63 | $200.0M |
| 1492 Capital Management LLC | 0001584087 | Nov 13, 2024 | 99 | $200.0M |
| Members Advisory Group LLC | 0001908587 | Nov 12, 2024 | 34 | $200.0M |
| Magnolia Capital Advisors LLC | 0001803662 | Oct 30, 2024 | 140 | $200.0M |
| Bridger Management, LLC | 0001166309 | Nov 14, 2024 | 29 | $199.9M |
| Stilwell Value LLC | 0001397076 | Nov 13, 2024 | 32 | $199.9M |
| Lodestone Wealth Management LLC | 0001950158 | Oct 29, 2024 | 148 | $199.8M |
| O'ROURKE & COMPANY, Inc | 0001911468 | Oct 28, 2024 | 148 | $199.8M |
| Eq LLC | 0001757605 | Nov 7, 2024 | 60 | $199.8M |
| Signet Investment Advisory Group, Inc. | 0001766328 | Oct 23, 2024 | 71 | $199.8M |
| Trellis Wealth Advisors LLC | 0001989031 | Oct 21, 2024 | 30 | $199.8M |
| GSI Capital Advisors LLC | 0001391974 | Nov 13, 2024 | 30 | $199.8M |
| NINE MASTS CAPITAL Ltd | 0001569356 | Nov 12, 2024 | 65 | $199.6M |