| Beta Wealth Group, Inc. | 0001594417 | May 15, 2024 | 101 | $205.6M |
| Beacon Financial Advisory LLC | 0001800502 | May 1, 2024 | 241 | $205.7M |
| Forefront Analytics, LLC | 0001696802 | May 15, 2024 | 67 | $206.2M |
| Madison International Realty Holdings, LLC | 0001640680 | May 1, 2024 | 2 | $206.2M |
| TRV GP Iv, LLC | 0001688325 | May 13, 2024 | 3 | $206.4M |
| Left Brain Wealth Management, LLC | 0001957370 | May 9, 2024 | 70 | $206.5M |
| Avalon Advisory Group | 0001802119 | May 3, 2024 | 13 | $206.5M |
| Forum Private Client Group LLC | 0001910636 | May 15, 2024 | 72 | $206.7M |
| Gainplan LLC | 0001697857 | Apr 25, 2024 | 70 | $206.8M |
| WealthCare Investment Partners, LLC | 0001908462 | Apr 15, 2024 | 130 | $206.9M |
| Sharper & Granite LLC | 0001959415 | Apr 18, 2024 | 96 | $207.0M |
| Weinberger Asset Management, Inc | 0002051705 | Feb 4, 2025 | 77 | $207.1M |
| GS Investments, Inc. | 0001714590 | May 9, 2024 | 137 | $207.3M |
| Empirical Asset Management, LLC | 0001926596 | May 10, 2024 | 275 | $207.3M |
| Corundum Group, Inc. | 0001486083 | Apr 15, 2024 | 98 | $207.3M |
| AIGH Capital Management LLC | 0001835943 | May 14, 2024 | 41 | $207.5M |
| Anfield Capital Management, LLC | 0001602020 | May 9, 2024 | 344 | $207.5M |
| Axis Capital Holdings Ltd. | 0001214816 | May 1, 2024 | 3 | $207.5M |
| Activest Wealth Management | 0001883134 | Apr 24, 2024 | 438 | $207.6M |
| Caldwell Sutter Capital, Inc. | 0000702007 | Apr 19, 2024 | 923 | $207.8M |
| Matisse Capital | 0001668256 | Apr 30, 2024 | 190 | $207.9M |
| Armor Investment Advisors, LLC | 0001694079 | Apr 25, 2024 | 166 | $208.0M |
| Handelsinvest Investeringsforvaltning | 0001659997 | Apr 19, 2024 | 317 | $208.0M |
| I.G.Y. Ltd | 0001811472 | May 14, 2024 | 3 | $208.3M |
| High Ground Investment Management LLP | 0001828180 | May 9, 2024 | 11 | $208.4M |
| St. Johns Investment Management Company, LLC | 0001605522 | Apr 15, 2024 | 217 | $208.5M |
| Consolidated Capital Management, LLC | 0001666613 | May 6, 2024 | 45 | $208.7M |
| Capital Wealth Management, LLC | 0001730456 | Apr 19, 2024 | 44 | $208.9M |
| Bull Street Advisors, LLC | 0001790837 | Apr 29, 2024 | 92 | $208.9M |
| Hoxton Planning & Management, LLC | 0001954782 | Apr 12, 2024 | 164 | $209.0M |
| Tradewinds, LLC. | 0001932342 | May 8, 2024 | 89 | $209.0M |
| Reliant Wealth Planning | 0001823393 | May 14, 2024 | 21 | $209.0M |
| Commonwealth Retirement Investments LLC | 0001963787 | May 3, 2024 | 80 | $209.4M |
| Grand Wealth Management, LLC | 0001939443 | May 9, 2024 | 71 | $209.7M |
| Altai Capital Management, L.P. | 0001478982 | May 14, 2024 | 5 | $209.7M |
| Saxon Interests, Inc. | 0001905867 | Apr 18, 2024 | 189 | $209.8M |
| HC Advisors, LLC | 0001803295 | May 14, 2024 | 91 | $209.8M |
| Samalin Investment Counsel, LLC | 0001544366 | May 13, 2024 | 277 | $209.8M |
| Horizon Bancorp Inc. | 0000706129 | Apr 19, 2024 | 242 | $209.9M |
| American Trust Investment Advisors, LLC | 0001291424 | May 15, 2024 | 86 | $209.9M |
| Taylor Frigon Capital Management LLC | 0001632665 | Apr 19, 2024 | 85 | $209.9M |
| Biltmore Wealth Management, LLC | 0001598102 | May 6, 2024 | 53 | $210.2M |
| Ruggaard & Associates LLC | 0001971230 | May 14, 2024 | 115 | $210.3M |
| Magnitude Capital, LLC | 0001556278 | May 13, 2024 | 1 | $210.3M |
| PCG Wealth Advisors, LLC | 0001905393 | Apr 19, 2024 | 112 | $210.3M |
| Cambridge Financial Group, LLC | 0002085256 | Sep 9, 2025 | 122 | $210.4M |
| Wolf Group Capital Advisors | 0001579111 | Apr 25, 2024 | 103 | $210.4M |
| Montis Financial, LLC | 0001844314 | Apr 16, 2024 | 82 | $210.5M |
| Wealth Advisors of Tampa Bay, LLC | 0001715228 | May 6, 2024 | 81 | $210.5M |
| Sterling Financial Group, Inc. | 0001991301 | Apr 10, 2024 | 64 | $210.6M |
| Sachetta, LLC | 0002010574 | May 1, 2024 | 1,151 | $210.8M |
| Capital Advisory Group Advisory Services, LLC | 0001803229 | Apr 18, 2024 | 145 | $210.9M |
| X-Square Capital, LLC | 0001729300 | May 14, 2024 | 153 | $211.0M |
| Prosperity Wealth Management, Inc. | 0001991463 | May 15, 2024 | 151 | $211.1M |
| Lountzis Asset Management, LLC | 0001821168 | May 2, 2024 | 46 | $211.1M |
| Sage Financial Management Group, Inc. | 0001762086 | May 1, 2024 | 53 | $211.2M |
| VR Advisory Services Ltd | 0001348145 | May 15, 2024 | 45 | $211.2M |
| Olde Wealth Management, LLC | 0001840760 | May 9, 2024 | 43 | $211.3M |
| Barrett & Company, Inc. | 0000887602 | Apr 17, 2024 | 614 | $211.3M |
| 1776 Wealth LLC | 0001803140 | May 10, 2024 | 135 | $211.3M |
| Evernest Financial Advisors, LLC | 0002009530 | May 10, 2024 | 125 | $211.3M |
| Mezzasalma Advisors, LLC | 0001864916 | Apr 19, 2024 | 101 | $211.4M |
| IMA Advisory Services, Inc. | 0001455495 | Apr 24, 2024 | 73 | $211.5M |
| Richmond Hill Investments, LLC | 0001455952 | May 15, 2024 | 4 | $211.6M |
| Wela Strategies, Inc. | 0001644329 | Apr 15, 2024 | 50 | $211.6M |
| Kercheville Advisors, LLC | 0001890748 | Apr 25, 2024 | 86 | $211.7M |
| Beacon Bridge Wealth Partners, LLC | 0001965468 | May 3, 2024 | 92 | $211.8M |
| CVS HEALTH Corp | 0000064803 | May 3, 2024 | 6 | $211.8M |
| Archon Capital Management LLC | 0001398825 | May 14, 2024 | 30 | $211.8M |
| 14B Captial Management LP | 0002009911 | May 15, 2024 | 10 | $211.9M |
| Horan Securities, Inc. | 0001671623 | May 2, 2024 | 114 | $211.9M |
| Hyperion Capital Advisors LP | 0001794499 | May 15, 2024 | 110 | $212.0M |
| Alpha Financial Advisors, LLC | 0001972138 | Apr 29, 2024 | 44 | $212.0M |
| Goodwin Investment Advisory | 0001803294 | May 13, 2024 | 47 | $212.1M |
| Sib LLC | 0001426857 | Apr 26, 2024 | 19 | $212.2M |
| BancFirst Trust & Investment Management | 0001914099 | Apr 1, 2024 | 47 | $212.2M |
| Worldly Partners Management, LLC | 0001904574 | May 15, 2024 | 3 | $212.2M |
| Kathleen S. Wright Associates Inc. | 0001908433 | Apr 17, 2024 | 234 | $212.2M |
| Wills Financial Group, Inc. | 0001525109 | May 9, 2024 | 63 | $212.3M |
| Lynch Asset Management, Inc. | 0001906719 | Apr 30, 2024 | 43 | $212.6M |
| Buttonwood Financial Advisors Inc. | 0001904033 | Apr 24, 2024 | 103 | $212.7M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0000867926 | Apr 22, 2024 | 160 | $212.7M |
| Mma Asset Management LLC | 0001842667 | Feb 5, 2025 | 256 | $212.8M |
| Orin Green Financial, LLC | 0001844227 | May 8, 2024 | 79 | $212.8M |
| Guinness Atkinson Asset Management Inc | 0001409765 | Apr 12, 2024 | 104 | $212.9M |
| Bullseye Asset Management LLC | 0001513779 | May 14, 2024 | 66 | $212.9M |
| Community Bank of Raymore | 0001599923 | Apr 12, 2024 | 88 | $213.0M |
| Stelac Advisory Services LLC | 0001519676 | May 14, 2024 | 105 | $213.0M |
| Enzi Wealth | 0001887441 | Apr 16, 2024 | 59 | $213.0M |
| Prairie Wealth Advisors, Inc. | 0002022783 | May 15, 2024 | 166 | $213.1M |
| Harbour Investment Management LLC | 0001275880 | May 9, 2024 | 88 | $213.1M |
| Prairiewood Capital, LLC | 0001839695 | Apr 26, 2024 | 81 | $213.1M |
| Wealth Management Associates, Inc. | 0002067339 | May 28, 2025 | 204 | $213.2M |
| Reliant Investment Management, LLC | 0001517429 | Apr 16, 2024 | 61 | $213.3M |
| Absoluto Partners Gestao de Recursos Ltda | 0001847566 | May 15, 2024 | 22 | $213.3M |
| Zullo Investment Group, Inc. | 0001909760 | Apr 24, 2024 | 154 | $213.4M |
| NWK Group, Inc. | 0001803054 | May 10, 2024 | 61 | $213.4M |
| Independent Wealth Network Inc. | 0001891240 | May 20, 2024 | 222 | $213.4M |
| Omnia Family Wealth, LLC | 0001696136 | Apr 30, 2024 | 74 | $213.5M |
| Consilio Wealth Advisors, LLC | 0001908944 | Apr 18, 2024 | 63 | $213.5M |