| Stuart Investment Advisors, Inc. | 0001910180 | Feb 10, 2025 | 19 | $187.4M |
| Master's Wealth Management Inc. | 0002056521 | Feb 13, 2025 | 40 | $187.3M |
| Lindenwold Advisors, INC | 0001874374 | Feb 11, 2025 | 111 | $187.3M |
| Perbak Capital Partners LLP | 0001968437 | Feb 14, 2025 | 65 | $187.2M |
| Worth Asset Management, LLC | 0001927285 | Jan 8, 2025 | 139 | $187.2M |
| Brookmont Capital Management | 0001512978 | Jan 16, 2025 | 54 | $187.1M |
| Wayfinding Financial, LLC | 0001898131 | Feb 11, 2025 | 137 | $187.1M |
| Battery Global Advisors, LLC | 0001582272 | Feb 14, 2025 | 133 | $187.1M |
| Quantitative Strategies, Inc. | 0001810224 | Feb 7, 2025 | 23 | $187.0M |
| YANKCOM Partnership | 0002036975 | Jan 27, 2025 | 266 | $187.0M |
| One68 Global Capital, LLC | 0001755535 | Feb 14, 2025 | 91 | $187.0M |
| Fairfield University | 0001717825 | Feb 7, 2025 | 3 | $187.0M |
| NVP Associates, LLC | 0001545692 | Feb 10, 2025 | 7 | $186.9M |
| Vision One Management Partners, LP | 0001979969 | Feb 14, 2025 | 10 | $186.8M |
| Tandem Capital Management Corp. | 0000873759 | Jan 27, 2025 | 112 | $186.8M |
| Capstone Wealth Management Group, LLC | 0001923052 | Jan 14, 2025 | 73 | $186.8M |
| Siemens Pension Trust E V | 0001209767 | Feb 14, 2025 | 1 | $186.8M |
| Presidio Capital Management, LLC | 0001931750 | Feb 14, 2025 | 67 | $186.7M |
| New Perspectives, Inc | 0001909565 | Jan 22, 2025 | 35 | $186.6M |
| Paragon Capital Management LLC | 0001388437 | Feb 11, 2025 | 53 | $186.6M |
| Semanteon Capital Management, LP | 0001738809 | Feb 11, 2025 | 227 | $186.4M |
| Mark Sheptoff Financial Planning, LLC | 0001607355 | Feb 12, 2025 | 431 | $186.4M |
| Quantum Portfolio Management LLC | 0002003672 | Jan 23, 2025 | 251 | $186.3M |
| Eagle Bluffs Wealth Management LLC | 0001906547 | Jan 24, 2025 | 74 | $186.3M |
| Motive Wealth Advisors | 0001877093 | Jan 21, 2025 | 75 | $186.2M |
| Bridger Management, LLC | 0001166309 | Feb 14, 2025 | 28 | $186.1M |
| Private Client Services, LLC | 0001457005 | Jan 8, 2025 | 186 | $186.1M |
| Sellwood Investment Partners LLC | 0001763958 | Feb 12, 2025 | 55 | $186.0M |
| Wafra Inc. | 0000920440 | Feb 5, 2025 | 2 | $186.0M |
| Shore Point Advisors, LLC | 0001907092 | Jan 16, 2025 | 64 | $186.0M |
| University of Massachusetts Foundation, Inc. | 0001802874 | Feb 12, 2025 | 4 | $185.9M |
| Curio Wealth, LLC | 0002049201 | Feb 10, 2025 | 304 | $185.9M |
| Resolute Capital Asset Partners LLC | 0001834913 | Feb 13, 2025 | 32 | $185.9M |
| Carolina Wealth Advisors, LLC | 0001786411 | Jan 14, 2025 | 299 | $185.8M |
| Acorn Capital Advisors, LLC | 0002054410 | May 19, 2025 | 21 | $185.8M |
| Banque de Luxembourg S.A. | 0002055344 | Feb 14, 2025 | 82 | $185.8M |
| ACT Advisors, LLC. | 0001842554 | Jan 13, 2025 | 58 | $185.8M |
| Aventura Private Wealth, LLC | 0002074418 | Jan 7, 2026 | 757 | $185.8M |
| Black Diamond Capital Management, L.L.C. | 0001282197 | Feb 14, 2025 | 14 | $185.8M |
| Castleview Partners, LLC | 0001737088 | Jan 21, 2025 | 581 | $185.7M |
| Rosalind Advisors, Inc. | 0001622627 | Feb 14, 2025 | 28 | $185.7M |
| Optivise Advisory Services LLC | 0002042876 | Feb 13, 2025 | 175 | $185.6M |
| Vantage Point Financial LLC | 0002048892 | Jan 24, 2025 | 122 | $185.6M |
| 626 Financial, LLC | 0001911035 | Jan 14, 2025 | 109 | $185.5M |
| Retirement Financial Solutions, LLC | 0001962532 | Jan 31, 2025 | 37 | $185.5M |
| R. W. Roge & Company, Inc. | 0001800745 | Jan 29, 2025 | 49 | $185.4M |
| AmeriServ Wealth Advisors | 0001102062 | Feb 14, 2025 | 63 | $185.3M |
| Sightline Wealth Advisors, LLC | 0001841979 | Jan 13, 2025 | 88 | $185.3M |
| Ivy Lane Capital Management, LLC | 0001839851 | Feb 12, 2025 | 12 | $185.3M |
| Myecfo, LLC | 0001986457 | Jan 14, 2025 | 57 | $185.3M |
| Santa Monica Partners LP | 0000904793 | Jan 30, 2025 | 17 | $185.2M |
| Marmo Financial Group, LLC | 0001964829 | Jan 23, 2025 | 27 | $185.2M |
| M1 Capital Management LLC | 0001976157 | Mar 19, 2025 | 86 | $185.1M |
| Sterneck Capital Management, LLC | 0001438574 | Jan 8, 2025 | 96 | $185.1M |
| WFA Asset Management Corp | 0001994434 | Jan 24, 2025 | 224 | $185.0M |
| Lagoda Investment Management, L.P. | 0001632108 | Feb 14, 2025 | 34 | $184.9M |
| Howard Wealth Management, LLC | 0001766286 | Jan 30, 2025 | 116 | $184.8M |
| Epiq Partners, LLC | 0001799435 | Jan 22, 2025 | 74 | $184.8M |
| Regency Capital Management Inc.\DE | 0001863894 | Jan 21, 2025 | 49 | $184.7M |
| Elite Financial, Inc. | 0002059349 | Mar 6, 2025 | 50 | $184.6M |
| Patron Partners, LLC | 0001841768 | Jan 24, 2025 | 172 | $184.5M |
| Corecam Pte. Ltd. | 0002106977 | Mar 9, 2026 | 31 | $184.4M |
| Ridgecrest Wealth Partners, LLC | 0001860719 | Jan 22, 2025 | 107 | $184.4M |
| Hutchens & Kramer Investment Management Group, LLC | 0001920117 | Jan 22, 2025 | 159 | $184.2M |
| First Citizens Financial Corp | 0001800597 | Jan 3, 2025 | 121 | $184.2M |
| CHB Investment Group, LLC | 0001933274 | Jan 13, 2025 | 74 | $184.2M |
| Dixon Fnancial Services, Inc. | 0001909993 | Jan 23, 2025 | 38 | $184.2M |
| Heartland Bank & Trust Co | 0001866040 | Jan 22, 2025 | 139 | $184.1M |
| Glass Wealth Management Co LLC | 0002017692 | Feb 6, 2025 | 58 | $183.9M |
| Nicholas Wealth, LLC. | 0001911391 | Jan 14, 2025 | 100 | $183.8M |
| TSG Consumer Partners LP | 0001910156 | Feb 13, 2025 | 1 | $183.8M |
| PFS Partners, LLC | 0002002654 | Jan 27, 2025 | 443 | $183.6M |
| Pacific Sun Financial Corp | 0000947517 | Feb 3, 2025 | 184 | $183.6M |
| Lifestyle Asset Management, Inc. | 0001845675 | Jan 17, 2025 | 105 | $183.5M |
| Arcadia Investment Advisors LLC | 0002047860 | Jan 24, 2025 | 80 | $183.5M |
| GoalFusion Wealth Management, LLC | 0001895678 | Jan 15, 2025 | 28 | $183.5M |
| MSD Capital, L.P. | 0001105497 | Feb 14, 2025 | 3 | $183.2M |
| Alpha DNA Investment Management LLC | 0001842440 | Feb 13, 2025 | 186 | $183.2M |
| Evolution Advisers, Inc. | 0001906967 | Jan 29, 2025 | 184 | $183.0M |
| Prospect Financial Services LLC | 0002012519 | Jan 22, 2025 | 114 | $183.0M |
| Alamar Capital Management, LLC | 0001846995 | May 15, 2025 | 80 | $182.9M |
| Asset Allocation & Management Company, LLC | 0001498383 | Jan 13, 2025 | 83 | $182.9M |
| Game Creek Capital, LP | 0001731132 | Feb 14, 2025 | 60 | $182.9M |
| Lanham O'Dell & Company, Inc. | 0001926344 | Feb 6, 2025 | 27 | $182.7M |
| Shelton Wealth Management, LLC | 0001903883 | Jan 15, 2025 | 120 | $182.6M |
| Aurora Investment Counsel | 0001316397 | Feb 10, 2025 | 114 | $182.6M |
| Financial Guidance Group, Inc. | 0001929349 | Jan 30, 2025 | 72 | $182.5M |
| 5T Wealth, LLC | 0002039313 | Jan 31, 2025 | 96 | $182.5M |
| Walnut Level Capital LLC | 0001803088 | Feb 11, 2025 | 36 | $182.3M |
| D. Scott Neal, Inc. | 0001596920 | Jan 14, 2025 | 55 | $182.3M |
| Onyx Financial Advisors, LLC | 0001957840 | Jan 16, 2025 | 14 | $182.3M |
| Kempner Capital Management Inc. | 0000898399 | Jan 23, 2025 | 49 | $182.2M |
| Urban Financial Advisory Corp | 0002005378 | Feb 14, 2025 | 51 | $182.0M |
| Western Financial Corp | 0001954480 | Jan 24, 2025 | 127 | $182.0M |
| Harrington Investments, INC | 0001386364 | Feb 10, 2025 | 81 | $181.9M |
| Wisconsin Capital Management LLC | 0000926833 | Feb 12, 2025 | 47 | $181.9M |
| Values First Advisors, Inc. | 0001913608 | Jan 29, 2025 | 224 | $181.7M |
| Roehl & Yi Investment Advisors, LLC | 0002097566 | May 29, 2026 | 153 | $181.7M |
| Family CFO Inc | 0001911695 | Jan 30, 2025 | 92 | $181.6M |
| Genesis Private Wealth, LLC | 0001965529 | Jan 17, 2025 | 136 | $181.4M |