| Access Financial Services, Inc. | 0001699622 | Oct 31, 2024 | 100 | $218.0M |
| Trinity Wealth Management, LLC | 0001685364 | Oct 18, 2024 | 55 | $218.0M |
| Centennial Bank | 0001994744 | Oct 29, 2024 | 321 | $218.1M |
| Pensionfund PDN | 0001297731 | Oct 9, 2024 | 69 | $218.3M |
| Madden Advisory Services, Inc. | 0001542284 | Oct 30, 2024 | 100 | $218.4M |
| Forza Wealth Management, LLC | 0001963030 | Oct 28, 2024 | 187 | $218.4M |
| Alexander Labrunerie & Co., Inc. | 0002024333 | Oct 22, 2024 | 104 | $218.4M |
| nVerses Capital, LLC | 0002011399 | Oct 16, 2024 | 959 | $218.5M |
| Alta Wealth Advisors LLC | 0001843826 | Oct 18, 2024 | 133 | $218.8M |
| Boothe Investment Group, Inc. | 0001749798 | Nov 5, 2024 | 40 | $218.8M |
| CMT Capital Markets Trading GmbH | 0001632813 | Nov 14, 2024 | 73 | $218.9M |
| Alta Advisers Ltd | 0001536114 | Nov 8, 2024 | 413 | $218.9M |
| Bontempo Ohly Capital Mgmt LLC | 0001632118 | Nov 15, 2024 | 35 | $219.2M |
| Employees' Retirement Fund of the City of Fort Worth | 0001986812 | Nov 5, 2024 | 10 | $219.2M |
| Corundum Group, Inc. | 0001486083 | Oct 21, 2024 | 100 | $219.2M |
| Flat Footed LLC | 0001799456 | Nov 14, 2024 | 7 | $219.2M |
| Demars Financial Group, LLC | 0001723115 | Nov 1, 2024 | 67 | $219.3M |
| Horizon Advisory Services, Inc. | 0001799006 | Nov 12, 2024 | 43 | $219.3M |
| Ameraudi Asset Management, Inc. | 0001772954 | Nov 14, 2024 | 57 | $219.4M |
| Key Client Fiduciary Advisors, LLC | 0001912612 | Oct 18, 2024 | 194 | $219.6M |
| Saxon Interests, Inc. | 0001905867 | Oct 8, 2024 | 187 | $219.6M |
| Whitefort Capital Management, LP | 0001884931 | Nov 14, 2024 | 18 | $219.6M |
| STF Management LP | 0001965239 | Nov 12, 2024 | 101 | $219.8M |
| First National Bank Sioux Falls | 0001085041 | Oct 29, 2024 | 127 | $219.9M |
| Red Spruce Capital, LLC | 0001795356 | Oct 4, 2024 | 83 | $219.9M |
| Ardent Capital Management, Inc. | 0001888792 | Nov 14, 2024 | 45 | $220.1M |
| Advisor Resource Council | 0001820879 | Oct 31, 2024 | 233 | $220.2M |
| Once Capital Management, LLC | 0001712892 | Nov 5, 2024 | 18 | $220.4M |
| FIDELIS iM, LLC | 0001894206 | Oct 30, 2024 | 22 | $220.5M |
| Avalon Advisory Group | 0001802119 | Nov 14, 2024 | 15 | $220.6M |
| Sustainable Insight Capital Management, LLC | 0001580677 | Nov 1, 2024 | 72 | $220.6M |
| Coalescence Partners Investment Management, LP | 0001759662 | Nov 4, 2024 | 14 | $220.7M |
| Peoples Financial Services Corp. | 0001056943 | Oct 16, 2024 | 252 | $220.7M |
| Etesian Wealth Advisors, Inc. | 0001997586 | Oct 18, 2024 | 140 | $220.9M |
| Pathway Financial Advisers, LLC | 0002024152 | Oct 25, 2024 | 417 | $220.9M |
| Meros Investment Management, LP | 0001911372 | Nov 18, 2024 | 40 | $221.0M |
| Notis-McConarty Edward | 0001592616 | Nov 12, 2024 | 85 | $221.0M |
| Prospect Capital Advisors, LLC | 0001632368 | Nov 14, 2024 | 25 | $221.1M |
| Collaborative Wealth Managment Inc. | 0001896419 | Nov 12, 2024 | 176 | $221.1M |
| Goldstream Capital Management Ltd | 0001872787 | Nov 15, 2024 | 46 | $221.1M |
| MTC Wealth Management LLC | 0001821455 | Oct 15, 2024 | 14 | $221.2M |
| Smith Shellnut Wilson LLC | 0000944317 | Oct 31, 2024 | 146 | $221.2M |
| Cornerstone National Bank & Trust Co | 0002104293 | Jan 28, 2026 | 166 | $221.3M |
| WMG Financial Advisors, LLC | 0001906711 | Oct 31, 2024 | 176 | $221.4M |
| JW Asset Management, LLC | 0001549738 | Nov 8, 2024 | 13 | $221.5M |
| Optimist Retirement Group LLC | 0002011850 | Nov 25, 2024 | 122 | $221.6M |
| SVF Sponsor III (DE) LLC | 0001838428 | Nov 14, 2024 | 1 | $221.7M |
| Beta Wealth Group, Inc. | 0001594417 | Nov 1, 2024 | 105 | $221.8M |
| Teramo Advisors, LLC | 0001904821 | Nov 1, 2024 | 6 | $221.9M |
| TPG Financial Advisors, LLC | 0001706669 | Oct 16, 2024 | 68 | $222.1M |
| Gibraltar Capital Management, Inc. | 0001625986 | Oct 25, 2024 | 52 | $222.6M |
| IMS Capital Management | 0001343916 | Dec 18, 2024 | 143 | $222.6M |
| Raine Capital LLC | 0001631543 | Nov 14, 2024 | 5 | $222.7M |
| Fullcircle Wealth LLC | 0002030910 | Oct 29, 2024 | 187 | $222.8M |
| Bayshore Asset Management, LLC | 0001906790 | Oct 21, 2024 | 55 | $222.9M |
| 14B Captial Management LP | 0002009911 | Nov 14, 2024 | 10 | $223.1M |
| Sio Capital Management, LLC | 0001482416 | Nov 14, 2024 | 38 | $223.2M |
| 1776 Wealth LLC | 0001803140 | Nov 6, 2024 | 145 | $223.4M |
| Trinity Financial Advisors LLC | 0001809574 | Oct 3, 2024 | 83 | $223.4M |
| TL Private Wealth | 0001802868 | Oct 8, 2024 | 44 | $223.4M |
| Sittner & Nelson, LLC | 0001846138 | Oct 31, 2024 | 431 | $223.6M |
| Nokomis Capital, L.L.C. | 0001541055 | Nov 14, 2024 | 45 | $223.7M |
| Teton Advisors, Inc. | 0001444874 | Nov 13, 2024 | 203 | $223.9M |
| Guardian Point Capital, LP | 0001595932 | Nov 14, 2024 | 9 | $224.0M |
| Rooted Wealth Advisors, Inc. | 0001963732 | Nov 12, 2024 | 95 | $224.1M |
| Sharper & Granite LLC | 0001959415 | Oct 31, 2024 | 103 | $224.1M |
| Bigelow Investment Advisors, LLC | 0001729516 | Oct 18, 2024 | 155 | $224.3M |
| Acuitas Investments, LLC | 0001524828 | Nov 7, 2024 | 117 | $224.3M |
| VCI Wealth Management LLC | 0002009388 | Oct 31, 2024 | 94 | $224.6M |
| Wynnefield Capital Inc. | 0001251567 | Nov 14, 2024 | 17 | $224.7M |
| GS Investments, Inc. | 0001714590 | Nov 12, 2024 | 133 | $224.7M |
| Altman Advisors, Inc. | 0001731671 | Nov 8, 2024 | 93 | $224.8M |
| Azarias Capital Management, L.P. | 0001625279 | Nov 4, 2024 | 20 | $224.9M |
| Cobalt Capital Management, Inc. | 0001086762 | Nov 14, 2024 | 26 | $225.0M |
| Tanglewood Legacy Advisors, LLC | 0001965616 | Oct 15, 2024 | 283 | $225.1M |
| Forum Private Client Group LLC | 0001910636 | Nov 12, 2024 | 74 | $225.1M |
| Incline Global Management LLC | 0001567195 | Nov 14, 2024 | 27 | $225.1M |
| Slagle Financial, LLC | 0001984918 | Oct 31, 2024 | 115 | $225.3M |
| BWM Planning, LLC | 0002039698 | Oct 9, 2024 | 76 | $225.4M |
| Codex Capital Asset Management L.L.C. | 0002030542 | Nov 12, 2024 | 36 | $225.5M |
| SimpliFi, Inc. | 0001716983 | Oct 22, 2024 | 41 | $225.5M |
| Warner Financial, Inc. | 0001927175 | Oct 21, 2024 | 114 | $225.5M |
| Act Wealth Management, LLC | 0001814191 | Oct 8, 2024 | 49 | $225.5M |
| Alkeme Wealth, LLC | 0001752045 | Oct 8, 2024 | 93 | $225.7M |
| Harbour Investment Management LLC | 0001275880 | Oct 29, 2024 | 91 | $225.7M |
| Baker Tilly Wealth Management, LLC | 0001840565 | Oct 24, 2024 | 234 | $226.0M |
| Balanced Wealth Group LLC | 0002009783 | Oct 28, 2024 | 66 | $226.0M |
| Alpha Financial Advisors, LLC | 0001972138 | Oct 18, 2024 | 48 | $226.0M |
| Gator Capital Management, LLC | 0001570284 | Nov 14, 2024 | 57 | $226.1M |
| Independent Wealth Network Inc. | 0001891240 | Oct 15, 2024 | 222 | $226.3M |
| Flow State Investments, L.P. | 0001850755 | Nov 14, 2024 | 38 | $226.4M |
| Elevation Capital Advisory, LLC | 0001871112 | Nov 4, 2024 | 56 | $226.5M |
| AAFMAA Wealth Management & Trust LLC | 0001846160 | Oct 16, 2024 | 66 | $226.8M |
| WJ Interests, LLC | 0001727642 | Oct 21, 2024 | 21 | $226.8M |
| I.G.Y. Ltd | 0001811472 | Nov 14, 2024 | 3 | $226.8M |
| Theory Financial LLC | 0001899158 | Nov 7, 2024 | 66 | $226.9M |
| Lumbard & Kellner, LLC | 0001602476 | Nov 12, 2024 | 79 | $227.0M |
| Lakeshore Financial Planning, Inc. | 0002000571 | Oct 31, 2024 | 74 | $227.0M |
| Wealth Management Associates, Inc. | 0002067339 | May 28, 2025 | 209 | $227.4M |
| Palmer Knight Co | 0001767735 | Oct 31, 2024 | 35 | $227.5M |