| Hillcrest Wealth Advisors - NY, LLC | 0001767121 | Apr 11, 2024 | 46 | $184.5M |
| Carolina Wealth Advisors, LLC | 0001786411 | Apr 5, 2024 | 222 | $184.5M |
| Kempner Capital Management Inc. | 0000898399 | Apr 11, 2024 | 51 | $184.4M |
| Hutner Capital Management Inc. | 0000944733 | May 10, 2024 | 43 | $184.4M |
| Bond & Devick Financial Network, Inc. | 0001843495 | Apr 26, 2024 | 142 | $184.4M |
| Aletheian Wealth Advisors LLC | 0001922281 | Apr 15, 2024 | 83 | $184.3M |
| Slagle Financial, LLC | 0001984918 | May 16, 2024 | 114 | $184.3M |
| Sage Capital Management, LLC | 0002030667 | Jul 31, 2024 | 152 | $184.3M |
| Lazari Capital Management, Inc. | 0001986389 | Jun 24, 2024 | 127 | $184.1M |
| Moneywise, Inc. | 0001703080 | Apr 22, 2024 | 59 | $184.0M |
| Jackson Hill Advisors, LLC | 0001911159 | May 13, 2024 | 12 | $184.0M |
| Decatur Capital Management, Inc. | 0001505961 | May 15, 2024 | 48 | $183.9M |
| Beaton Management Co. Inc. | 0001714678 | May 10, 2024 | 136 | $183.7M |
| Eldred Rock Partners, LLC | 0001984180 | Apr 11, 2024 | 26 | $183.5M |
| Benchmark Wealth Management, LLC | 0001788241 | Apr 8, 2024 | 49 | $183.5M |
| Blantyre Capital Ltd | 0001887451 | May 15, 2024 | 4 | $183.5M |
| Delaney Dennis R | 0001661536 | May 6, 2024 | 46 | $183.5M |
| Trust Co of Kansas | 0001803988 | May 1, 2024 | 50 | $183.4M |
| Disciplined Investments, LLC | 0001812492 | Apr 15, 2024 | 117 | $183.3M |
| AAFMAA Wealth Management & Trust LLC | 0001846160 | May 2, 2024 | 61 | $183.2M |
| First National Bank Sioux Falls | 0001085041 | Apr 15, 2024 | 128 | $183.2M |
| Westhampton Capital, LLC | 0001639997 | Apr 18, 2024 | 118 | $183.2M |
| Cedrus LLC | 0001992810 | Apr 15, 2024 | 149 | $183.1M |
| Summa Corp. | 0001954929 | Apr 23, 2024 | 59 | $183.1M |
| Boit C F David | 0001308331 | May 2, 2024 | 118 | $183.0M |
| Sitrin Capital Management LLC | 0001664771 | Apr 30, 2024 | 43 | $183.0M |
| Signet Investment Advisory Group, Inc. | 0001766328 | Apr 30, 2024 | 66 | $182.9M |
| Alhambra Investment Management LLC | 0001802696 | Apr 15, 2024 | 161 | $182.9M |
| Rings Capital Management LLC | 0001771122 | May 15, 2024 | 7 | $182.8M |
| Cincinnati Casualty Co. | 0001279888 | May 3, 2024 | 26 | $182.8M |
| Genesee Capital Advisors, LLC | 0001652348 | Apr 22, 2024 | 122 | $182.7M |
| Retirement Planning Co of New England, Inc. | 0001817693 | May 6, 2024 | 221 | $182.5M |
| ACT Advisors, LLC. | 0001842554 | Apr 17, 2024 | 46 | $182.4M |
| Leicht Financial Planning & Wealth Management, Inc. | 0001710666 | Apr 30, 2024 | 20 | $182.4M |
| Ergawealth Advisors, Inc. | 0001973209 | Apr 29, 2024 | 60 | $182.4M |
| Arkfeld Wealth Strategies, L.L.C. | 0001789382 | Apr 15, 2024 | 90 | $182.4M |
| Investmark Advisory Group LLC | 0001926349 | May 17, 2024 | 116 | $182.3M |
| MKT Advisors LLC | 0001906802 | Apr 15, 2024 | 149 | $182.3M |
| Norris Financial Group, LLC | 0002129318 | May 20, 2026 | 74 | $182.3M |
| Alpha DNA Investment Management LLC | 0001842440 | May 15, 2024 | 190 | $182.2M |
| Peirce Capital Management, LLC | 0002008166 | Apr 2, 2024 | 40 | $182.2M |
| Bay Rivers Group | 0001798924 | Apr 22, 2024 | 80 | $182.1M |
| Arbor Trust Wealth Advisors, LLC | 0001797135 | Apr 15, 2024 | 98 | $182.0M |
| Tandem Wealth Advisors LLC | 0001842557 | May 9, 2024 | 49 | $182.0M |
| Ballentine Capital Advisors, Inc | 0002011580 | May 3, 2024 | 31 | $182.0M |
| Genesis Fortune Ltd | 0001924185 | Apr 24, 2024 | 1 | $181.9M |
| Robbins Farley | 0001847820 | Apr 16, 2024 | 166 | $181.8M |
| ShoreHaven Wealth Partners, LLC | 0001844922 | May 2, 2024 | 78 | $181.7M |
| Crown Oak Advisors, LLC | 0002009273 | May 14, 2024 | 22 | $181.6M |
| Gables Capital Management Inc. | 0001740839 | May 6, 2024 | 390 | $181.5M |
| FWL Investment Management, LLC | 0001829231 | May 13, 2024 | 242 | $181.5M |
| SVB Financial Group | 0000719739 | May 14, 2024 | 13 | $181.4M |
| AJ Advisors, LLC | 0001951167 | Apr 25, 2024 | 48 | $181.3M |
| Abbot Financial Management, Inc. | 0001714341 | May 13, 2024 | 125 | $181.2M |
| Bank Pictet & Cie (asia) Ltd. | 0001599469 | May 7, 2024 | 90 | $181.2M |
| JPL Wealth Management, LLC | 0002010710 | May 10, 2024 | 111 | $181.1M |
| Adalta Capital Management LLC | 0001698926 | May 16, 2024 | 101 | $181.1M |
| Interactive Financial Advisors, Inc. | 0001419099 | May 3, 2024 | 85 | $180.9M |
| Fluent Financial, LLC | 0001722283 | Apr 19, 2024 | 84 | $180.8M |
| Cunning Capital Partners, LP | 0001571075 | May 13, 2024 | 82 | $180.8M |
| ORBA Wealth Advisors, L.L.C. | 0002010248 | Apr 30, 2024 | 97 | $180.7M |
| Strategic Financial Partners, Ltd. | 0002027921 | Jul 10, 2024 | 71 | $180.7M |
| Dixon Fnancial Services, Inc. | 0001909993 | Apr 16, 2024 | 36 | $180.6M |
| New Perspectives, Inc | 0001909565 | Apr 22, 2024 | 30 | $180.6M |
| First City Capital Management, Inc. | 0001427350 | May 22, 2024 | 167 | $180.6M |
| Toronado Partners, LLC | 0001749611 | May 14, 2024 | 11 | $180.6M |
| HMS Capital Management, LLC | 0001689470 | Apr 24, 2024 | 107 | $180.5M |
| Bluesphere Advisors LLC | 0001844108 | Apr 23, 2024 | 93 | $180.5M |
| KM Capital Management Ltd. | 0001963514 | May 14, 2024 | 41 | $180.4M |
| McNaughton Wealth Management, LLC | 0001802691 | Apr 12, 2024 | 53 | $180.4M |
| Mark Sheptoff Financial Planning, LLC | 0001607355 | May 10, 2024 | 402 | $180.3M |
| Watchtower Advisors, LP | 0001807092 | May 15, 2024 | 13 | $180.2M |
| RP Management, LLC | 0001507673 | May 8, 2024 | 3 | $180.1M |
| Twin Peaks Wealth Advisors, LLC | 0002006218 | Apr 23, 2024 | 126 | $180.1M |
| Diametric Capital, LP | 0001719087 | May 15, 2024 | 324 | $180.1M |
| New Potomac Partners, LLC | 0001731466 | May 2, 2024 | 86 | $180.1M |
| Vesey Street Capital Partners, L.L.C. | 0001910342 | May 14, 2024 | 1 | $180.1M |
| Vida Ventures Advisors, LLC | 0001831423 | Apr 12, 2024 | 5 | $180.0M |
| Ally Bridge Group (NY) LLC | 0001822947 | May 15, 2024 | 22 | $179.9M |
| Lodbrok Capital LLP | 0001778719 | May 15, 2024 | 4 | $179.9M |
| Ascension Capital Advisors, Inc. | 0001689227 | Apr 30, 2024 | 30 | $179.8M |
| 1492 Capital Management LLC | 0001584087 | May 13, 2024 | 93 | $179.7M |
| Orrstown Financial Services Inc. | 0000826154 | Apr 4, 2024 | 80 | $179.5M |
| Moser Wealth Advisors, LLC | 0001803081 | May 2, 2024 | 150 | $179.5M |
| Peoples Bank | 0000934866 | May 3, 2024 | 124 | $179.5M |
| IRON Financial LLC | 0001595509 | Apr 23, 2024 | 98 | $179.4M |
| TKG Advisors, LLC | 0001843275 | May 1, 2024 | 93 | $179.3M |
| Blue Barn Wealth, LLC | 0001879206 | May 10, 2024 | 135 | $179.3M |
| Verity Asset Management, Inc. | 0001597298 | May 28, 2024 | 204 | $179.3M |
| Tidemark, LLC | 0002009591 | May 13, 2024 | 696 | $179.2M |
| Meredith Wealth Planning | 0001956471 | Apr 23, 2024 | 41 | $179.2M |
| Laidlaw Wealth Management LLC | 0001800608 | May 15, 2024 | 172 | $179.2M |
| Soapstone Management L.P. | 0001726948 | May 15, 2024 | 16 | $179.2M |
| Alexander Labrunerie & Co., Inc. | 0002024333 | May 29, 2024 | 92 | $179.1M |
| Castleview Partners, LLC | 0001737088 | May 10, 2024 | 899 | $179.1M |
| Inspire Trust Co, N.A. | 0001993352 | May 15, 2024 | 105 | $179.1M |
| Red Tortoise LLC | 0001910488 | Apr 19, 2024 | 555 | $179.1M |
| Wealth Quarterback LLC | 0001803386 | May 9, 2024 | 119 | $179.0M |
| 1623 Capital LLC | 0001811034 | May 14, 2024 | 20 | $179.0M |
| Strait & Sound Wealth Management LLC | 0001966210 | May 10, 2024 | 129 | $179.0M |