| Enterprise Financial Services Corp | 0001025835 | May 14, 2024 | 161 | $166.1M |
| R. W. Roge & Company, Inc. | 0001800745 | May 3, 2024 | 46 | $166.1M |
| Security National Bank of So Dak | 0001105909 | May 13, 2024 | 97 | $166.2M |
| Cetera Trust Company, N.A | 0002005547 | May 8, 2024 | 414 | $166.2M |
| Brightline Capital Management, LLC | 0001432450 | May 14, 2024 | 15 | $166.2M |
| Global Assets Advisory, LLC | 0001942932 | Apr 12, 2024 | 551 | $166.2M |
| CV Advisors LLC | 0001872254 | May 3, 2024 | 21 | $166.3M |
| Cook Wealth, LLC | 0001910185 | May 10, 2024 | 55 | $166.3M |
| S.A. Mason LLC | 0001800911 | Apr 15, 2024 | 314 | $166.4M |
| Pelham Capital Ltd. | 0001654111 | Apr 26, 2024 | 7 | $166.4M |
| Beam Wealth Advisors, Inc. | 0001803426 | Apr 30, 2024 | 114 | $166.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 0002035883 | Oct 3, 2024 | 64 | $166.5M |
| Keating Wealth Management LLC | 0001922796 | Apr 18, 2024 | 45 | $166.6M |
| Prairie Sky Financial Group LLC | 0001985274 | Apr 16, 2024 | 85 | $166.6M |
| Melone Private Wealth, LLC | 0001905765 | May 3, 2024 | 48 | $166.6M |
| Hara Capital LLC | 0002010015 | Apr 26, 2024 | 135 | $166.6M |
| Athena Investment Management | 0001921093 | May 9, 2024 | 149 | $166.6M |
| Asahi Life Asset Management Co., LTD. | 0001564835 | May 3, 2024 | 166 | $166.8M |
| Hazlett, Burt & Watson, Inc. | 0000046392 | Apr 29, 2024 | 712 | $166.8M |
| Oakcliff Capital Partners, LP | 0001657335 | May 15, 2024 | 10 | $166.9M |
| MVM Partners, LLC | 0001947083 | May 14, 2024 | 3 | $167.1M |
| Travelers Companies, Inc. | 0000086312 | May 13, 2024 | 2 | $167.1M |
| EMC Capital Management | 0001847772 | May 20, 2024 | 279 | $167.2M |
| Hahn Capital Management LLC | 0001171592 | Apr 26, 2024 | 31 | $167.2M |
| Sterneck Capital Management, LLC | 0001438574 | Apr 26, 2024 | 92 | $167.4M |
| MRA Advisory Group | 0001841816 | May 3, 2024 | 106 | $167.5M |
| Nkcfo LLC | 0001757282 | May 9, 2024 | 74 | $167.5M |
| Miller Wealth Advisors, LLC | 0001908158 | May 8, 2024 | 82 | $167.5M |
| Leverty Financial Group, LLC | 0001908386 | Apr 23, 2024 | 33 | $167.6M |
| Riverstone Advisors, LLC | 0001763404 | May 10, 2024 | 50 | $167.7M |
| O'Connor Financial Group LLC | 0001973783 | Apr 11, 2024 | 47 | $167.8M |
| Stevens Capital Partners | 0001965176 | Apr 30, 2024 | 58 | $167.9M |
| Mudita Advisors LLP | 0001907809 | May 14, 2024 | 16 | $167.9M |
| Park State Asset Management | 0001908423 | May 8, 2024 | 19 | $168.0M |
| Ridgecrest Wealth Partners, LLC | 0001860719 | Apr 17, 2024 | 109 | $168.0M |
| Dravo Bay LLC | 0001910389 | Apr 29, 2024 | 48 | $168.1M |
| Paragon Private Wealth Management, LLC | 0001922684 | May 13, 2024 | 146 | $168.1M |
| Birchbrook, Inc. | 0002071468 | Jun 10, 2025 | 279 | $168.2M |
| Chicago Wealth Management, Inc. | 0001592178 | May 15, 2024 | 48 | $168.3M |
| First Citizens Financial Corp | 0001800597 | May 31, 2024 | 113 | $168.3M |
| SFG Wealth Management, LLC. | 0001908914 | Apr 26, 2024 | 95 | $168.4M |
| Applied Capital LLC | 0001862965 | Apr 23, 2024 | 39 | $168.5M |
| Masso Torrence Wealth Management Inc. | 0001903153 | Apr 23, 2024 | 93 | $168.6M |
| Fairfield, Bush & Co. | 0001116247 | May 15, 2024 | 116 | $168.7M |
| Olympus Wealth Management, LLC | 0001995674 | Apr 23, 2024 | 14 | $168.7M |
| Financial Freedom, LLC | 0001965484 | Apr 24, 2024 | 364 | $168.8M |
| Strengthening Families & Communities, LLC | 0001921196 | May 7, 2024 | 231 | $168.8M |
| Summit Investment Advisory Services, LLC | 0001914395 | Apr 18, 2024 | 68 | $168.9M |
| Victory Financial Group, LLC | 0002011333 | May 14, 2024 | 60 | $168.9M |
| Hutchens & Kramer Investment Management Group, LLC | 0001920117 | Apr 29, 2024 | 149 | $169.0M |
| Buttonwood Financial Group, LLC | 0001847661 | Apr 11, 2024 | 29 | $169.1M |
| Financial Council, LLC | 0001883629 | May 6, 2024 | 83 | $169.1M |
| Exos Asset Management LLC | 0001834630 | May 15, 2024 | 184 | $169.1M |
| Capital Wealth Alliance, LLC | 0001803277 | May 10, 2024 | 109 | $169.2M |
| Lifestyle Asset Management, Inc. | 0001845675 | Apr 19, 2024 | 104 | $169.3M |
| Evolution Advisers, Inc. | 0001906967 | May 3, 2024 | 185 | $169.4M |
| Bryant Woods Investment Advisors, LLC | 0001910641 | May 3, 2024 | 46 | $169.5M |
| Cowa, LLC | 0001844480 | May 7, 2024 | 119 | $169.7M |
| Wealthspan Partners, LLC | 0001909805 | Apr 29, 2024 | 97 | $169.7M |
| Firethorn Wealth Partners, LLC | 0001845743 | Apr 16, 2024 | 146 | $169.8M |
| Allie Family Office LLC | 0001908612 | Jan 3, 2025 | 82 | $169.8M |
| HFG Wealth Management, LLC | 0002027836 | Jun 28, 2024 | 36 | $169.8M |
| Wetzel Investment Advisors, Inc. | 0002009211 | Apr 23, 2024 | 1,119 | $169.8M |
| Invesco Senior Secured Management Inc. | 0000870481 | Aug 7, 2024 | 8 | $169.9M |
| Pursue Wealth Partners LLC | 0001911091 | May 3, 2024 | 103 | $169.9M |
| Fogel Capital Management, Inc. | 0002011427 | May 14, 2024 | 38 | $170.1M |
| GSI Capital Advisors LLC | 0001391974 | May 13, 2024 | 28 | $170.1M |
| Granite FO LLC | 0002034090 | Sep 5, 2024 | 202 | $170.2M |
| Promethos Capital, LLC | 0001908619 | May 13, 2024 | 72 | $170.4M |
| Avaii Wealth Management, LLC | 0001904431 | Apr 29, 2024 | 136 | $170.4M |
| Hunting Hill Global Capital, LLC | 0001697398 | May 15, 2024 | 101 | $170.4M |
| Myecfo, LLC | 0001986457 | Apr 18, 2024 | 56 | $170.5M |
| Vision One Management Partners, LP | 0001979969 | May 15, 2024 | 7 | $170.5M |
| Rye Brook Capital LLC | 0001844147 | Apr 11, 2024 | 28 | $170.6M |
| Sterling Investment Advisors LLC | 0001009198 | Apr 11, 2024 | 33 | $170.6M |
| Values First Advisors, Inc. | 0001913608 | Apr 23, 2024 | 167 | $170.6M |
| AllSquare Wealth Management LLC | 0001633674 | May 7, 2024 | 536 | $170.7M |
| Summit Place Financial Advisors, LLC | 0001801413 | Apr 30, 2024 | 91 | $170.7M |
| TAGStone Capital, Inc. | 0001903044 | May 7, 2024 | 85 | $170.8M |
| Sunesis Advisors, LLC | 0001748269 | Apr 29, 2024 | 49 | $170.9M |
| Tower View Wealth Management LLC | 0001729045 | Apr 29, 2024 | 192 | $170.9M |
| Element Wealth, LLC | 0001802743 | May 9, 2024 | 270 | $170.9M |
| Legacy Bridge, LLC | 0001689144 | Apr 25, 2024 | 317 | $170.9M |
| Wayfinding Financial, LLC | 0001898131 | May 9, 2024 | 124 | $171.0M |
| Mendota Financial Group, LLC | 0001964538 | Apr 25, 2024 | 328 | $171.0M |
| Once Capital Management, LLC | 0001712892 | May 7, 2024 | 23 | $171.0M |
| Kailix Advisors LLC | 0001970731 | Apr 29, 2024 | 7 | $171.0M |
| Chronos Wealth Management, LLC | 0001801792 | May 1, 2024 | 39 | $171.0M |
| Nierenberg Investment Management Company, LLC | 0001282683 | May 13, 2024 | 35 | $171.0M |
| Dudley Capital Management, LLC | 0001965760 | May 13, 2024 | 115 | $171.3M |
| Quad-Cities Investment Group, LLC | 0001741426 | Apr 12, 2024 | 179 | $171.3M |
| Anabranch Capital Management, LP | 0001822480 | May 15, 2024 | 7 | $171.6M |
| Davidson Trust Co. | 0001133119 | May 13, 2024 | 143 | $171.6M |
| Catawba River Capital | 0001843303 | May 13, 2024 | 19 | $171.7M |
| RHS Financial, LLC | 0001766514 | Apr 18, 2024 | 108 | $171.7M |
| WESPAC Advisors, LLC | 0001484540 | Apr 24, 2024 | 167 | $171.7M |
| Crystal Rock Capital Management | 0001510668 | May 3, 2024 | 27 | $171.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0001730521 | Apr 11, 2024 | 136 | $171.7M |
| Pacific Sun Financial Corp | 0000947517 | May 2, 2024 | 179 | $171.8M |
| Aberdeen Wealth Management LLC | 0001802654 | May 14, 2024 | 173 | $171.8M |