| SimpliFi, Inc. | 0001716983 | Jul 25, 2024 | 41 | $216.5M |
| Verde Servicos Internacionais S.A. | 0001629290 | Aug 5, 2024 | 28 | $216.7M |
| Reliant Wealth Planning | 0001823393 | Jul 11, 2024 | 24 | $216.7M |
| Armor Investment Advisors, LLC | 0001694079 | Jul 25, 2024 | 156 | $216.8M |
| Ausbil Investment Management Ltd | 0001966036 | Jul 30, 2024 | 59 | $216.8M |
| CVS HEALTH Corp | 0000064803 | Aug 9, 2024 | 6 | $216.8M |
| ONE Advisory Partners, LLC | 0001819695 | Aug 7, 2024 | 45 | $216.9M |
| BOS Asset Management, LLC | 0001965814 | Jul 30, 2024 | 153 | $217.0M |
| Monolith Management Ltd | 0002008306 | Aug 12, 2024 | 13 | $217.0M |
| Bernzott Capital Advisors | 0001260468 | Jul 26, 2024 | 37 | $217.1M |
| Wills Financial Group, Inc. | 0001525109 | Aug 14, 2024 | 63 | $217.1M |
| Orin Green Financial, LLC | 0001844227 | Jul 31, 2024 | 77 | $217.1M |
| Mirabaud Asset Management Ltd | 0001680493 | Aug 12, 2024 | 45 | $217.2M |
| Astor Investment Management LLC | 0001598416 | Jul 31, 2024 | 30 | $217.2M |
| Abundance Wealth Counselors | 0001767080 | Jul 17, 2024 | 72 | $217.3M |
| Aerodigm Wealth, LLC | 0001927705 | Aug 13, 2024 | 119 | $217.3M |
| HGC Investment Management Inc. | 0001711200 | Aug 14, 2024 | 104 | $217.4M |
| Tidemark, LLC | 0002009591 | Aug 12, 2024 | 615 | $217.4M |
| Palisades Hudson Asset Management, L.P. | 0001388443 | Jul 31, 2024 | 91 | $217.6M |
| Kathleen S. Wright Associates Inc. | 0001908433 | Jul 18, 2024 | 224 | $217.7M |
| Krensavage Asset Management, LLC | 0001609251 | Aug 15, 2024 | 13 | $217.8M |
| Goodwin Investment Advisory | 0001803294 | Aug 1, 2024 | 34 | $217.9M |
| Beacon Bridge Wealth Partners, LLC | 0001965468 | Aug 2, 2024 | 95 | $217.9M |
| Montis Financial, LLC | 0001844314 | Aug 7, 2024 | 81 | $218.1M |
| Capital Today Evergreen Fund, L.P. | 0001625502 | Aug 13, 2024 | 3 | $218.3M |
| Commonwealth Retirement Investments LLC | 0001963787 | Aug 5, 2024 | 92 | $218.4M |
| Capital Wealth Management, LLC | 0001730456 | Jul 17, 2024 | 40 | $218.4M |
| Codex Capital Asset Management L.L.C. | 0002030542 | Aug 5, 2024 | 37 | $218.4M |
| Grant/GrossMendelsohn, LLC | 0001810677 | Jul 22, 2024 | 136 | $218.6M |
| Next Level Private LLC | 0001910366 | Aug 2, 2024 | 133 | $218.7M |
| Thrive Capital Management, LLC | 0001845943 | Aug 9, 2024 | 179 | $218.8M |
| Cambridge Financial Group, LLC | 0002085256 | Sep 9, 2025 | 127 | $218.9M |
| Sander Capital Advisors Inc. | 0001173889 | Jul 17, 2024 | 15 | $218.9M |
| Nixon Capital, LLC | 0001846352 | Aug 14, 2024 | 28 | $219.1M |
| Elevation Capital Advisory, LLC | 0001871112 | Aug 16, 2024 | 40 | $219.1M |
| Fusion Capital, LLC | 0001802955 | Aug 6, 2024 | 73 | $219.2M |
| WorthPointe, LLC | 0001921448 | Aug 13, 2024 | 70 | $219.3M |
| Lowe Wealth Advisors, LLC | 0001574010 | Jul 9, 2024 | 315 | $219.5M |
| Ameraudi Asset Management, Inc. | 0001772954 | Aug 12, 2024 | 58 | $219.6M |
| Washington University | 0000903603 | Aug 5, 2024 | 3 | $219.7M |
| Hyundai Investments Co., Ltd. | 0001892772 | Aug 14, 2024 | 1 | $219.8M |
| Balanced Wealth Group LLC | 0002009783 | Aug 13, 2024 | 68 | $219.8M |
| Dupree Financial Group, LLC | 0001989251 | Jul 23, 2024 | 65 | $220.0M |
| Access Financial Services, Inc. | 0001699622 | Jul 25, 2024 | 97 | $220.0M |
| I.G.Y. Ltd | 0001811472 | Aug 14, 2024 | 3 | $220.1M |
| Nekton Capital Ltd. | 0001884716 | Aug 14, 2024 | 14 | $220.2M |
| Sterling Financial Group, Inc. | 0001991301 | Jul 15, 2024 | 64 | $220.3M |
| Ameliora Wealth Management Ltd. | 0001910168 | Jul 16, 2024 | 182 | $220.3M |
| ICW Investment Advisors LLC | 0001794820 | Aug 5, 2024 | 137 | $220.3M |
| Tyro Capital Management LLC | 0001915395 | Aug 14, 2024 | 18 | $220.6M |
| Blue Investment Partners LLC | 0001958029 | Aug 13, 2024 | 44 | $220.6M |
| Christopher J. Hasenberg, Inc | 0001989869 | Jul 25, 2024 | 139 | $220.7M |
| Goepper Burkhardt LLC | 0001844142 | Aug 13, 2024 | 79 | $220.8M |
| Barrett & Company, Inc. | 0000887602 | Jul 25, 2024 | 594 | $221.0M |
| Peoples Financial Services Corp. | 0001056943 | Jul 25, 2024 | 255 | $221.1M |
| Gibraltar Capital Management, Inc. | 0001625986 | Aug 2, 2024 | 47 | $221.1M |
| TL Private Wealth | 0001802868 | Jul 17, 2024 | 44 | $221.2M |
| Seven Grand Managers, LLC | 0001909126 | Aug 14, 2024 | 50 | $221.4M |
| HST Ventures, LLC | 0001885404 | Aug 14, 2024 | 54 | $221.4M |
| FSB Premier Wealth Management, Inc. | 0000887748 | Aug 2, 2024 | 185 | $221.5M |
| Schulhoff & Co. Inc. | 0001080197 | Aug 8, 2024 | 126 | $221.6M |
| Kent Lake Capital LLC | 0001777141 | Aug 14, 2024 | 44 | $221.8M |
| Lazari Capital Management, Inc. | 0001986389 | Sep 9, 2024 | 144 | $221.8M |
| Providence First Trust Co | 0001713735 | Aug 1, 2024 | 93 | $221.9M |
| Atlantic Investment Management, Inc. | 0001063296 | Aug 14, 2024 | 12 | $221.9M |
| Brown Shipley& Co Ltd | 0001912970 | Aug 19, 2024 | 79 | $222.1M |
| 1776 Wealth LLC | 0001803140 | Aug 13, 2024 | 149 | $222.2M |
| Azarias Capital Management, L.P. | 0001625279 | Jul 26, 2024 | 21 | $222.4M |
| Cambridge Financial Group, Inc. | 0001334199 | Aug 12, 2024 | 33 | $222.4M |
| Wynnefield Capital Inc. | 0001251567 | Aug 14, 2024 | 17 | $222.5M |
| Cape Investment Advisory, Inc. | 0001944437 | Aug 15, 2024 | 929 | $222.6M |
| Investment Partners, LTD. | 0001050068 | Aug 8, 2024 | 142 | $222.6M |
| Bennett Selby Investments LP | 0001840740 | Jul 10, 2024 | 71 | $222.7M |
| Optimum Investment Advisors | 0001037763 | Jul 12, 2024 | 636 | $222.8M |
| Machina Capital S.A.S. | 0001744373 | Aug 9, 2024 | 255 | $222.9M |
| Consilio Wealth Advisors, LLC | 0001908944 | Jul 12, 2024 | 64 | $223.0M |
| Evernest Financial Advisors, LLC | 0002009530 | Aug 7, 2024 | 128 | $223.2M |
| Hassell Wealth Management, LLC | 0001965270 | Aug 9, 2024 | 27 | $223.2M |
| Trinity Financial Advisors LLC | 0001809574 | Jul 11, 2024 | 84 | $223.4M |
| Breakwater Investment Management | 0002025925 | Aug 8, 2024 | 317 | $223.6M |
| Alphadyne Asset Management LP | 0001535943 | Aug 14, 2024 | 7 | $223.6M |
| Monarch Alternative Capital LP | 0001281084 | Aug 14, 2024 | 5 | $223.6M |
| California First Leasing Corp. | 0000803016 | Aug 7, 2024 | 43 | $223.6M |
| Brown Financial Advisors | 0002035548 | Aug 30, 2024 | 219 | $223.8M |
| Jacobsen Capital Management | 0001782491 | Jul 23, 2024 | 97 | $223.8M |
| Whelan Financial | 0001894921 | Jul 29, 2024 | 40 | $223.9M |
| Daventry Group, LP | 0001823718 | Aug 14, 2024 | 8 | $223.9M |
| Sivik Global Healthcare LLC | 0001596452 | Jul 29, 2024 | 37 | $223.9M |
| Win Advisors, Inc. | 0001897144 | Aug 2, 2024 | 49 | $224.0M |
| Wunderlich Capital Managemnt | 0001599273 | Aug 14, 2024 | 105 | $224.0M |
| Saiph Capital, LLC | 0002052658 | Feb 11, 2025 | 48 | $224.1M |
| Elmwood Wealth Management, Inc. | 0001731927 | Aug 13, 2024 | 123 | $224.6M |
| Swmg, LLC | 0001839255 | Aug 14, 2024 | 96 | $224.6M |
| Sandy Cove Advisors, LLC | 0001908217 | Jul 23, 2024 | 111 | $224.6M |
| Tiemann Investment Advisors, LLC | 0001575151 | Aug 12, 2024 | 192 | $224.7M |
| Stephens Group, LLC | 0001427999 | Jul 17, 2024 | 4 | $224.9M |
| Eclectic Associates Inc. | 0000743482 | Jul 12, 2024 | 90 | $224.9M |
| Sentry Investment Management LLC | 0000089014 | Aug 7, 2024 | 458 | $225.0M |
| ODonnell Financial Services, LLC | 0001730962 | Jul 30, 2024 | 38 | $225.1M |
| Hanover Advisors Inc. | 0000914973 | Aug 14, 2024 | 91 | $225.1M |