| Tandem Wealth Advisors LLC | 0001842557 | Nov 13, 2024 | 49 | $197.4M |
| Tri Ri Asset Management Corp | 0002045579 | Nov 26, 2024 | 29 | $197.4M |
| Boyd Wealth Management, LLC | 0001846114 | Oct 25, 2024 | 48 | $197.4M |
| Plum Street Advisors, LLC | 0002068236 | May 29, 2025 | 84 | $197.5M |
| Painted Porch Advisors LLC | 0002024585 | Jul 14, 2025 | 434 | $197.6M |
| ORBA Wealth Advisors, L.L.C. | 0002010248 | Oct 9, 2024 | 104 | $197.6M |
| Beaton Management Co. Inc. | 0001714678 | Nov 6, 2024 | 135 | $197.7M |
| Security Benefit Life Insurance Co. | 0000869772 | Oct 22, 2024 | 27 | $197.8M |
| Meridian Financial Partners LLC | 0001763722 | Oct 17, 2024 | 100 | $197.8M |
| Lipe & Dalton | 0001570396 | Nov 4, 2024 | 102 | $198.0M |
| Doma Perpetual Capital Management LLC | 0001962221 | Nov 14, 2024 | 8 | $198.0M |
| Avaii Wealth Management, LLC | 0001904431 | Oct 16, 2024 | 129 | $198.0M |
| Gables Capital Management Inc. | 0001740839 | Oct 25, 2024 | 446 | $198.2M |
| Svenska Handelsbanken AB (publ) | 0001643792 | Oct 11, 2024 | 7 | $198.3M |
| Peninsula Asset Management Inc. | 0001091923 | Nov 12, 2024 | 43 | $198.3M |
| Nalanda India Fund LTD | 0001430193 | Oct 28, 2024 | 1 | $198.4M |
| AAF Wealth Management, LLC | 0001726609 | May 19, 2025 | 44 | $198.5M |
| DCM Advisors, LLC | 0001839498 | Nov 14, 2024 | 52 | $198.5M |
| Lindenwold Advisors, INC | 0001874374 | Nov 7, 2024 | 115 | $198.5M |
| Robbins Farley | 0001847820 | Oct 16, 2024 | 155 | $198.6M |
| Red Tortoise LLC | 0001910488 | Oct 28, 2024 | 566 | $198.6M |
| Hapanowicz & Associates Financial Services, Inc | 0001695959 | Oct 30, 2024 | 29 | $198.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 0001710666 | Oct 16, 2024 | 19 | $198.6M |
| RHS Financial, LLC | 0001766514 | Nov 1, 2024 | 135 | $198.6M |
| Abbot Financial Management, Inc. | 0001714341 | Nov 8, 2024 | 127 | $198.7M |
| Oakcliff Capital Partners, LP | 0001657335 | Nov 14, 2024 | 9 | $198.9M |
| Marathon Asset Management LP | 0001279913 | Mar 24, 2025 | 8 | $198.9M |
| Wetzel Investment Advisors, Inc. | 0002009211 | Oct 29, 2024 | 121 | $198.9M |
| Cook Wealth, LLC | 0001910185 | Nov 4, 2024 | 54 | $199.0M |
| TCFG Wealth Management, LLC | 0001548059 | Oct 15, 2024 | 222 | $199.0M |
| Peirce Capital Management, LLC | 0002008166 | Oct 9, 2024 | 35 | $199.2M |
| Trueblood Wealth Management, LLC | 0002005380 | Oct 23, 2024 | 231 | $199.2M |
| Prospect Hill Management, LLC | 0001837320 | Nov 5, 2024 | 16 | $199.2M |
| Independent Family Office, LLC | 0001756485 | Nov 14, 2024 | 71 | $199.2M |
| Quad-Cities Investment Group, LLC | 0001741426 | Oct 16, 2024 | 184 | $199.3M |
| Parker Financial LLC | 0001965668 | Nov 4, 2024 | 35 | $199.3M |
| JS Capital Management LLC | 0001562668 | Nov 14, 2024 | 1 | $199.4M |
| Ballentine Capital Advisors, Inc | 0002011580 | Nov 19, 2024 | 29 | $199.4M |
| Lloyd Harbor Capital Management, LLC | 0001847935 | Nov 14, 2024 | 20 | $199.6M |
| Porter White Investment Advisors, Inc. | 0001612457 | Jul 7, 2025 | 33 | $199.6M |
| NINE MASTS CAPITAL Ltd | 0001569356 | Nov 12, 2024 | 65 | $199.6M |
| GSI Capital Advisors LLC | 0001391974 | Nov 13, 2024 | 30 | $199.8M |
| Trellis Wealth Advisors LLC | 0001989031 | Oct 21, 2024 | 30 | $199.8M |
| Signet Investment Advisory Group, Inc. | 0001766328 | Oct 23, 2024 | 71 | $199.8M |
| Eq LLC | 0001757605 | Nov 7, 2024 | 60 | $199.8M |
| O'ROURKE & COMPANY, Inc | 0001911468 | Oct 28, 2024 | 148 | $199.8M |
| Lodestone Wealth Management LLC | 0001950158 | Oct 29, 2024 | 148 | $199.8M |
| Stilwell Value LLC | 0001397076 | Nov 13, 2024 | 32 | $199.9M |
| Bridger Management, LLC | 0001166309 | Nov 14, 2024 | 29 | $199.9M |
| Magnolia Capital Advisors LLC | 0001803662 | Oct 30, 2024 | 140 | $200.0M |
| Members Advisory Group LLC | 0001908587 | Nov 12, 2024 | 34 | $200.0M |
| 1492 Capital Management LLC | 0001584087 | Nov 13, 2024 | 99 | $200.0M |
| Private Wealth Group, LLC | 0001512780 | Oct 29, 2024 | 63 | $200.0M |
| Choice Wealth Advisors LLC | 0001842357 | Oct 7, 2024 | 30 | $200.1M |
| Fortress Wealth Management, Inc. | 0001908099 | Oct 18, 2024 | 70 | $200.2M |
| Sitrin Capital Management LLC | 0001664771 | Oct 28, 2024 | 44 | $200.2M |
| Hillcrest Wealth Advisors - NY, LLC | 0001767121 | Oct 17, 2024 | 47 | $200.3M |
| Agate Pass Investment Management, LLC | 0001900409 | Oct 9, 2024 | 94 | $200.4M |
| Ridgewood Investments LLC | 0001703556 | Oct 4, 2024 | 697 | $200.5M |
| Powers Advisory Group, LLC | 0001927474 | Oct 18, 2024 | 98 | $200.5M |
| FOCUS Wealth Advisors, LLC | 0001845643 | Oct 10, 2024 | 60 | $200.5M |
| Physician Wealth Solutions Inc. | 0002007116 | Nov 1, 2024 | 41 | $200.5M |
| Taylor Frigon Capital Management LLC | 0001632665 | Oct 23, 2024 | 88 | $200.6M |
| Landmark Wealth Management, Inc. | 0001985016 | Nov 1, 2024 | 42 | $200.7M |
| Insight 2811, Inc. | 0001334952 | Nov 6, 2024 | 89 | $200.9M |
| Hutner Capital Management Inc. | 0000944733 | Nov 13, 2024 | 45 | $200.9M |
| Retirement Planning Co of New England, Inc. | 0001817693 | Nov 12, 2024 | 230 | $200.9M |
| Pine Harbor Wealth Management, LLC | 0002016051 | Nov 13, 2024 | 101 | $201.0M |
| Bay Rivers Group | 0001798924 | Oct 25, 2024 | 84 | $201.3M |
| FWG Holdings, LLC | 0001862067 | Nov 8, 2024 | 101 | $201.3M |
| Riverwater Partners LLC | 0001882572 | Oct 22, 2024 | 206 | $201.4M |
| Colonial River Investments, LLC | 0001845859 | Nov 4, 2024 | 223 | $201.6M |
| Checkpoint Capital L.P. | 0001977548 | Nov 14, 2024 | 16 | $201.6M |
| Redwood Wealth Management Group, LLC | 0001963839 | Nov 13, 2024 | 156 | $201.7M |
| Ergawealth Advisors, Inc. | 0001973209 | Oct 23, 2024 | 60 | $201.7M |
| Paragon Private Wealth Management, LLC | 0001922684 | Nov 7, 2024 | 163 | $201.8M |
| Burrus Financial Services, Inc. | 0001573947 | Sep 24, 2025 | 10 | $201.8M |
| New England Professional Planning Group Inc. | 0001540867 | Oct 9, 2024 | 51 | $202.0M |
| Verger Capital Management LLC | 0001627417 | Nov 13, 2024 | 14 | $202.1M |
| KKM Financial LLC | 0002001943 | Nov 12, 2024 | 141 | $202.1M |
| Sapience Investments, LLC | 0001682598 | Nov 14, 2024 | 86 | $202.2M |
| Laidlaw Wealth Management LLC | 0001800608 | Nov 12, 2024 | 177 | $202.2M |
| Asset Planning Services Inc. /La/ | 0000811407 | Oct 22, 2024 | 35 | $202.2M |
| Bluesphere Advisors LLC | 0001844108 | Oct 21, 2024 | 99 | $202.3M |
| Diametric Capital, LP | 0001719087 | Nov 13, 2024 | 366 | $202.3M |
| Prairie Wealth Advisors, Inc. | 0002022783 | Nov 7, 2024 | 145 | $202.3M |
| Martin Capital Partners, LLC | 0001731216 | Oct 15, 2024 | 69 | $202.4M |
| Origin Asset Management LLP | 0001484040 | Oct 31, 2024 | 11 | $202.4M |
| Benchmark Wealth Management, LLC | 0001788241 | Oct 18, 2024 | 54 | $202.4M |
| Boit C F David | 0001308331 | Oct 7, 2024 | 128 | $202.5M |
| Colorado Capital Management, Inc. | 0001664147 | Oct 9, 2024 | 96 | $202.5M |
| First County Bank | 0001983616 | Nov 12, 2024 | 158 | $202.5M |
| Disciplined Investments, LLC | 0001812492 | Nov 4, 2024 | 117 | $202.6M |
| Sequent Asset Management, LLC | 0001509550 | Nov 1, 2024 | 92 | $202.6M |
| Wealthspan Partners, LLC | 0001909805 | Nov 4, 2024 | 107 | $202.6M |
| TKG Advisors, LLC | 0001843275 | Oct 30, 2024 | 97 | $202.7M |
| Mb, Levis & Associates, LLC | 0002065807 | May 7, 2025 | 292 | $202.8M |
| Aft, Forsyth & Company, Inc. | 0001512073 | Nov 14, 2024 | 131 | $202.8M |
| Cora Capital Advisors LLC | 0001964530 | Oct 7, 2024 | 102 | $202.9M |
| Chelsea Counsel Co. | 0001276755 | Nov 21, 2024 | 199 | $202.9M |