| Midwest Financial Group LLC | 0001967193 | Apr 11, 2024 | 104 | $148.8M |
| Private Client Services, LLC | 0001457005 | May 10, 2024 | 128 | $148.9M |
| RiverTree Advisors, LLC | 0001872501 | Apr 16, 2024 | 28 | $148.9M |
| Robinson Value Management, Ltd. | 0001694283 | Apr 15, 2024 | 70 | $149.0M |
| Alcosta Capital Management, Inc. | 0001842509 | May 13, 2024 | 28 | $149.0M |
| American State Bank (Iowa) | 0002122473 | Apr 14, 2026 | 122 | $149.1M |
| Forthright Family Wealth Advisory LLC | 0002008648 | Apr 29, 2024 | 63 | $149.1M |
| Acute Investment Advisory, LLC | 0001944780 | Apr 25, 2024 | 10 | $149.1M |
| Rain Capital Management, LLC | 0001667553 | May 9, 2024 | 95 | $149.2M |
| Bull Oak Capital, LLC | 0001824263 | Apr 11, 2024 | 39 | $149.2M |
| Ade, LLC | 0001845950 | Apr 18, 2024 | 80 | $149.3M |
| Little Harbor Advisors, LLC | 0001539639 | May 14, 2024 | 8 | $149.3M |
| Fortis Advisors, LLC | 0001697478 | Dec 5, 2024 | 98 | $149.4M |
| BML Capital Management, LLC | 0001616824 | Apr 24, 2024 | 30 | $149.4M |
| Breakout Capital Partners, LP | 0001935243 | May 15, 2024 | 9 | $149.4M |
| Creegan & Nassoura Financial Group, LLC | 0001631054 | May 15, 2024 | 77 | $149.6M |
| Checkpoint Capital L.P. | 0001977548 | May 15, 2024 | 17 | $149.6M |
| Rockport Wealth LLC | 0002022866 | May 13, 2024 | 62 | $149.7M |
| First National Bank of Hutchinson | 0001313871 | May 8, 2024 | 93 | $149.7M |
| Kestrel Investment Management Corp. | 0000917579 | May 2, 2024 | 37 | $149.8M |
| Tranquilli Financial Advisor LLC | 0001847769 | May 13, 2024 | 106 | $149.9M |
| Criterion Capital Advisors, LLC | 0001765884 | Apr 17, 2024 | 345 | $150.0M |
| Syncona Portfolio Ltd | 0001725042 | May 7, 2024 | 2 | $150.1M |
| Nvest Financial, LLC | 0001915315 | Apr 18, 2024 | 80 | $150.1M |
| Hanwha Asset Management Co., Ltd. | 0001965871 | May 20, 2024 | 1 | $150.2M |
| Williams Financial, LLC | 0001846923 | Apr 10, 2024 | 19 | $150.2M |
| Ravenstone Capital Management Inc. | 0002086041 | Jun 26, 2026 | 35 | $150.2M |
| Epiq Partners, LLC | 0001799435 | Apr 15, 2024 | 75 | $150.3M |
| Beaumont Asset Management, L.L.C. | 0001798756 | May 13, 2024 | 64 | $150.3M |
| Black Maple Capital Management LP | 0001588959 | May 15, 2024 | 100 | $150.3M |
| Doma Perpetual Capital Management LLC | 0001962221 | Sep 10, 2024 | 9 | $150.3M |
| Cassia Capital Partners, LLC | 0001844897 | Apr 22, 2024 | 62 | $150.5M |
| Flower City Capital | 0001808394 | Apr 12, 2024 | 32 | $150.5M |
| MTM Financial Group, LLC | 0002132054 | Jun 23, 2026 | 65 | $150.5M |
| Laurel Wealth Planning LLC | 0001842010 | Apr 22, 2024 | 53 | $150.5M |
| Disciplined Equity Management, Inc. | 0001909380 | May 3, 2024 | 59 | $150.5M |
| William Allan Corp | 0001910961 | May 8, 2024 | 49 | $150.6M |
| Blackston Financial Advisory Group, LLC | 0001910984 | Jul 17, 2024 | 62 | $150.7M |
| Blue Square Asset Management, LLC | 0001769578 | May 3, 2024 | 75 | $150.7M |
| Towerview LLC | 0001166573 | May 6, 2024 | 26 | $150.7M |
| Financial Futures Ltd Liability Co. | 0001911616 | Apr 29, 2024 | 48 | $150.8M |
| Plotkin Financial Advisors, LLC | 0001826394 | Nov 15, 2024 | 90 | $150.8M |
| Garland Capital Management Inc. | 0001181544 | Apr 30, 2024 | 33 | $150.9M |
| Mendel Capital Management LLC | 0001911384 | May 15, 2024 | 99 | $151.1M |
| Delta Capital Management LLC | 0000893738 | Apr 12, 2024 | 75 | $151.1M |
| Superstring Capital Management LP | 0001931118 | May 15, 2024 | 37 | $151.2M |
| Element Capital Management LLC | 0001535630 | May 9, 2024 | 56 | $151.3M |
| Walker Asset Management, LLC | 0001923053 | Apr 10, 2024 | 140 | $151.3M |
| LifePro Asset Management | 0001838533 | Apr 25, 2024 | 127 | $151.4M |
| One Wealth Map LLC | 0001802635 | Apr 24, 2024 | 84 | $151.4M |
| Palouse Capital Management, Inc. | 0001056516 | May 15, 2024 | 145 | $151.5M |
| Brogan Financial, Inc. | 0001889918 | May 10, 2024 | 43 | $151.5M |
| Black Diamond Capital Management, L.L.C. | 0001282197 | May 15, 2024 | 13 | $151.6M |
| Financial Designs Corp | 0001561383 | Apr 12, 2024 | 18 | $151.7M |
| Sightline Wealth Advisors, LLC | 0001841979 | Apr 24, 2024 | 76 | $151.8M |
| McBroom & Associates, LLC | 0001908893 | Apr 16, 2024 | 33 | $151.9M |
| Gray Private Wealth, LLC | 0001928877 | Apr 22, 2024 | 37 | $151.9M |
| Pension & Wealth Management Advisors, Inc. | 0002145782 | Aug 7, 2026 | 349 | $152.0M |
| Clarity Capital Partners LLC | 0002012239 | May 3, 2024 | 122 | $152.0M |
| 4Thought Financial Group Inc. | 0001840261 | Apr 24, 2024 | 108 | $152.0M |
| Corrado Advisors, LLC | 0001482611 | May 9, 2024 | 106 | $152.1M |
| West Bancorporation Inc. | 0001166928 | Apr 30, 2024 | 101 | $152.1M |
| Finer Wealth Management, Inc. | 0001929071 | Apr 26, 2024 | 77 | $152.3M |
| Plan Group Financial, LLC | 0001940033 | Apr 26, 2024 | 94 | $152.3M |
| Orleans Capital Management Corp. | 0001013234 | May 22, 2024 | 75 | $152.3M |
| Obsidian Personal Planning Solutions LLC | 0001909128 | May 9, 2024 | 99 | $152.3M |
| Olympiad Research LP | 0001787147 | May 13, 2024 | 348 | $152.3M |
| Lauterbach Financial Advisors, LLC | 0001909828 | May 8, 2024 | 66 | $152.4M |
| Significant Wealth Partners LLC | 0001964680 | May 7, 2024 | 149 | $152.4M |
| Burford Brothers, Inc. | 0002001434 | May 15, 2024 | 149 | $152.4M |
| McGinn Penninger Investment Management, Inc. | 0001845031 | May 9, 2024 | 25 | $152.5M |
| Hiley Hunt Wealth Management | 0002048051 | Dec 17, 2024 | 36 | $152.6M |
| Horizons Wealth Management | 0001943228 | Apr 3, 2024 | 182 | $152.6M |
| E Fund Management (Hong Kong) Co., Ltd. | 0001777469 | Apr 24, 2024 | 75 | $152.7M |
| Asset Allocation & Management Company, LLC | 0001498383 | Apr 11, 2024 | 49 | $152.7M |
| Darrow Company, Inc. | 0001908169 | May 1, 2024 | 45 | $152.8M |
| Pacific Capital Partners Ltd | 0002064920 | May 8, 2025 | 58 | $152.9M |
| Treasure Coast Financial Planning | 0001911307 | Apr 26, 2024 | 34 | $152.9M |
| D. Scott Neal, Inc. | 0001596920 | Apr 11, 2024 | 61 | $152.9M |
| Strategic Value Bank Partners LLC | 0001904067 | May 15, 2024 | 22 | $153.0M |
| Integrity Wealth Solutions LLC | 0002006918 | Apr 18, 2024 | 97 | $153.1M |
| Indaba Capital Management, L.P. | 0001524362 | May 15, 2024 | 7 | $153.2M |
| Werlinich Asset Management, LLC | 0002000493 | Apr 11, 2024 | 59 | $153.2M |
| Old North State Wealth Management, LLC | 0002041262 | Oct 29, 2024 | 90 | $153.2M |
| Opus Investment Management Inc. | 0001097833 | May 3, 2024 | 38 | $153.2M |
| Yoder Wealth Management, Inc. | 0001973967 | Apr 19, 2024 | 108 | $153.3M |
| Boyar Asset Management Inc. | 0001218254 | May 6, 2024 | 81 | $153.3M |
| Cascade Investment Advisors, Inc. | 0001681490 | Apr 25, 2024 | 115 | $153.5M |
| Guardian Wealth Advisors, LLC | 0001858828 | Apr 29, 2024 | 80 | $153.9M |
| Insight Wealth Partners, LLC | 0001627003 | May 10, 2024 | 84 | $153.9M |
| Acuta Capital Partners, LLC | 0001582844 | May 15, 2024 | 33 | $153.9M |
| Boundary Creek Advisors LP | 0001771944 | May 7, 2024 | 14 | $153.9M |
| Heritage Wealth Management, Inc./Texas | 0001966400 | Apr 25, 2024 | 36 | $154.0M |
| Tower Wealth Partners, Inc. | 0001852808 | Apr 18, 2024 | 58 | $154.0M |
| Financial Guidance Group, Inc. | 0001929349 | May 1, 2024 | 57 | $154.0M |
| Oxinas Partners, LLC | 0001759320 | Apr 18, 2024 | 128 | $154.1M |
| Alibaba Group Holding Ltd | 0001577552 | May 13, 2024 | 6 | $154.2M |
| Stuart Investment Advisors, Inc. | 0001910180 | Apr 24, 2024 | 15 | $154.2M |
| Lakeridge Wealth Management LLC | 0002012028 | Apr 29, 2024 | 135 | $154.3M |
| Cohen Investment Advisors LLC | 0001845081 | Apr 19, 2024 | 77 | $154.3M |