| Aspen Investment Management Inc | 0001541596 | Jul 26, 2024 | 148 | $200.4M |
| IMZ Advisory Inc | 0002017735 | Jul 12, 2024 | 31 | $200.4M |
| Chelsea Counsel Co. | 0001276755 | Nov 21, 2024 | 199 | $200.4M |
| United Bank | 0001697791 | Jul 23, 2024 | 94 | $200.4M |
| Weitzel Financial Services, Inc. | 0001846789 | Aug 6, 2024 | 42 | $200.4M |
| Searcy Financial Services Inc. | 0000354923 | Jul 15, 2024 | 25 | $200.4M |
| Twin Peaks Wealth Advisors, LLC | 0002006218 | Jul 31, 2024 | 128 | $200.4M |
| Alta Wealth Advisors LLC | 0001843826 | Jul 24, 2024 | 120 | $200.4M |
| Trinity Wealth Management, LLC | 0001685364 | Jul 15, 2024 | 47 | $200.5M |
| Warren Street Wealth Advisors, LLC | 0001703496 | Jul 30, 2024 | 96 | $200.6M |
| WJ Interests, LLC | 0001727642 | Jul 16, 2024 | 15 | $200.8M |
| Constellation Investimentos e Participacoes Ltda | 0001893840 | Aug 2, 2024 | 11 | $200.8M |
| Compass Financial Group, Inc. | 0001666910 | Aug 2, 2024 | 38 | $201.0M |
| MKT Advisors LLC | 0001906802 | Jul 12, 2024 | 152 | $201.1M |
| Pinion Investment Advisors, LLC | 0001738738 | Aug 8, 2024 | 141 | $201.1M |
| Darwin Wealth Management, LLC | 0001663224 | Aug 8, 2024 | 78 | $201.4M |
| Arlington Partners LLC | 0001389848 | Aug 6, 2024 | 58 | $201.4M |
| Rainwater Charitable Foundation | 0001729139 | Jul 30, 2024 | 4 | $201.4M |
| Brightline Capital Management, LLC | 0001432450 | Aug 13, 2024 | 19 | $201.5M |
| Crescent Park Management, L.P. | 0001629984 | Aug 14, 2024 | 19 | $201.7M |
| Invenio Wealth Partners LLC | 0001989341 | Aug 12, 2024 | 94 | $201.8M |
| Once Capital Management, LLC | 0001712892 | Jul 24, 2024 | 23 | $201.9M |
| Hunting Hill Global Capital, LLC | 0001697398 | Jul 17, 2024 | 93 | $201.9M |
| Hart & Patterson Financial Group LLC | 0002015835 | Jul 16, 2024 | 68 | $201.9M |
| Teramo Advisors, LLC | 0001904821 | Aug 7, 2024 | 7 | $201.9M |
| Palisades Investment Partners, LLC | 0001427373 | Feb 18, 2025 | 40 | $201.9M |
| Caldwell Sutter Capital, Inc. | 0000702007 | Jul 23, 2024 | 925 | $202.1M |
| True Wind Capital Management, L.P. | 0001824827 | Aug 7, 2024 | 2 | $202.1M |
| Matisse Capital | 0001668256 | Jul 30, 2024 | 181 | $202.1M |
| TRV GP Iv, LLC | 0001688325 | Aug 9, 2024 | 3 | $202.2M |
| VCI Wealth Management LLC | 0002009388 | Jul 30, 2024 | 88 | $202.3M |
| Acorn Wealth Advisors, LLC | 0001730610 | Jul 30, 2024 | 204 | $202.3M |
| EHP Funds Inc. | 0001927881 | Aug 14, 2024 | 83 | $202.3M |
| Christensen, King & Associates Investment Services, Inc. | 0002032544 | Aug 8, 2024 | 93 | $202.7M |
| Hoffman, Alan N Investment Management | 0001848530 | Jul 31, 2024 | 14 | $202.7M |
| Lunt Capital Management, Inc. | 0001608034 | Jul 19, 2024 | 88 | $202.9M |
| Game Plan Financial Advisors, LLC | 0001802952 | Aug 1, 2024 | 388 | $202.9M |
| Bridge Advisory, LLC | 0001847956 | Jul 23, 2024 | 97 | $203.0M |
| Evergreen Private Wealth LLC | 0002010098 | Aug 13, 2024 | 212 | $203.0M |
| Sittner & Nelson, LLC | 0001846138 | Aug 13, 2024 | 456 | $203.1M |
| Pavion Blue Capital, LLC | 0001792565 | Jul 15, 2024 | 101 | $203.1M |
| Act Wealth Management, LLC | 0001814191 | Jul 11, 2024 | 43 | $203.2M |
| AAFMAA Wealth Management & Trust LLC | 0001846160 | Jul 19, 2024 | 76 | $203.3M |
| Prosperity Wealth Management, Inc. | 0001991463 | Aug 14, 2024 | 169 | $203.3M |
| Peak Planning Group, LLC | 0002097384 | May 26, 2026 | 105 | $203.4M |
| Planned Solutions, Inc. | 0001831332 | Jul 24, 2024 | 102 | $203.5M |
| Cornerstone National Bank & Trust Co | 0002104293 | Jan 28, 2026 | 62 | $203.7M |
| FIDELIS iM, LLC | 0001894206 | Sep 13, 2024 | 18 | $203.7M |
| Waterway Wealth Management, LLC | 0001992193 | Jul 25, 2024 | 60 | $203.8M |
| Genesee Capital Advisors, LLC | 0001652348 | Jul 18, 2024 | 126 | $203.9M |
| Carolina Wealth Advisors, LLC | 0001786411 | Jul 12, 2024 | 226 | $203.9M |
| Siemens Pension Trust E V | 0001209767 | Aug 14, 2024 | 1 | $203.9M |
| Aft, Forsyth & Company, Inc. | 0001512073 | Aug 13, 2024 | 136 | $204.0M |
| Fullcircle Wealth LLC | 0002030910 | Jul 25, 2024 | 167 | $204.0M |
| Ardent Capital Management, Inc. | 0001888792 | Aug 14, 2024 | 42 | $204.0M |
| Centennial Bank | 0001994744 | Aug 30, 2024 | 330 | $204.1M |
| Maxwell Wealth Strategies Inc. | 0001993410 | Aug 12, 2024 | 104 | $204.1M |
| JPL Wealth Management, LLC | 0002010710 | Aug 1, 2024 | 104 | $204.2M |
| Virtus Advisers, LLC | 0001587281 | Aug 14, 2024 | 448 | $204.2M |
| Guinness Atkinson Asset Management Inc | 0001409765 | Jul 11, 2024 | 100 | $204.3M |
| Aull & Monroe Investment Management Corp | 0001387615 | Jul 22, 2024 | 126 | $204.3M |
| Bullseye Asset Management LLC | 0001513779 | Aug 15, 2024 | 60 | $204.3M |
| Voisard Asset Management Group, Inc. | 0002011215 | Jul 15, 2024 | 405 | $204.5M |
| Collaborative Wealth Managment Inc. | 0001896419 | Aug 9, 2024 | 171 | $204.6M |
| Lakeshore Financial Planning, Inc. | 0002000571 | Jul 25, 2024 | 68 | $204.8M |
| Traveka Wealth, LLC | 0002009176 | Jul 16, 2024 | 131 | $204.9M |
| AIGH Capital Management LLC | 0001835943 | Aug 7, 2024 | 36 | $204.9M |
| Decade Renewable Partners LP | 0001915836 | Aug 14, 2024 | 33 | $205.0M |
| Warner Financial, Inc. | 0001927175 | Jul 23, 2024 | 111 | $205.1M |
| Sensible Money, LLC | 0001965229 | Sep 18, 2024 | 82 | $205.1M |
| Raine Capital LLC | 0001631543 | Aug 14, 2024 | 5 | $205.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 0001802994 | Aug 6, 2024 | 74 | $205.5M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0000867926 | Jul 29, 2024 | 162 | $205.5M |
| BCS Wealth Management | 0001798172 | Jul 16, 2024 | 155 | $205.5M |
| Amtrust Financial Services, Inc. | 0001365555 | Aug 6, 2024 | 14 | $205.6M |
| Wealth Management Partners, LLC | 0001843294 | Jul 12, 2024 | 107 | $205.6M |
| Creative Capital Management Investments LLC | 0001957363 | Jul 25, 2024 | 259 | $205.8M |
| LifeGuide Financial Advisors, LLC | 0001908585 | Aug 2, 2024 | 41 | $205.9M |
| American Trust Investment Advisors, LLC | 0001291424 | Aug 14, 2024 | 84 | $205.9M |
| Anfield Capital Management, LLC | 0001602020 | Jul 31, 2024 | 404 | $205.9M |
| Smith Shellnut Wilson LLC | 0000944317 | Jul 26, 2024 | 139 | $206.0M |
| Decatur Capital Management, Inc. | 0001505961 | Aug 14, 2024 | 48 | $206.2M |
| Summa Corp. | 0001954929 | Jul 30, 2024 | 60 | $206.3M |
| Gen-Wealth Partners Inc | 0002023375 | Aug 13, 2024 | 647 | $207.0M |
| Eads & Heald Wealth Management | 0001035912 | Jul 23, 2024 | 144 | $207.0M |
| Gainplan LLC | 0001697857 | Jul 12, 2024 | 61 | $207.0M |
| Bull Street Advisors, LLC | 0001790837 | Jul 26, 2024 | 91 | $207.3M |
| One Degree Advisors Inc | 0002005743 | Aug 9, 2024 | 54 | $207.3M |
| Pettee Investors, Inc. | 0001596901 | Aug 2, 2024 | 116 | $207.4M |
| Crestmont Private Wealth LLC | 0001873372 | Jul 15, 2024 | 84 | $207.5M |
| Alpha Financial Advisors, LLC | 0001972138 | Jul 23, 2024 | 42 | $207.8M |
| CNB Bank | 0001732074 | Aug 8, 2024 | 509 | $207.9M |
| Alta Advisers Ltd | 0001536114 | Aug 8, 2024 | 399 | $207.9M |
| BKM Wealth Management, LLC | 0002007263 | Jul 24, 2024 | 139 | $208.0M |
| Foresight Global Investors, Inc. | 0001973323 | Aug 9, 2024 | 41 | $208.0M |
| Altus Wealth Management, LLC | 0001802107 | Jul 19, 2024 | 42 | $208.1M |
| New England Research & Management, Inc. | 0001596077 | Jul 9, 2024 | 164 | $208.2M |
| Hillman Co. | 0001036288 | Jul 23, 2024 | 12 | $208.5M |
| Juniper Investment Company, LLC | 0001794034 | Aug 14, 2024 | 12 | $208.6M |
| Thomas H Lee Partners LP | 0001260945 | Aug 6, 2024 | 1 | $208.6M |