| Raelipskie Partnership | 0002023896 | Jan 31, 2025 | 121 | $201.3M |
| Firethorn Wealth Partners, LLC | 0001845743 | Jan 21, 2025 | 160 | $201.3M |
| TFR Capital, LLC. | 0002059325 | Mar 6, 2025 | 115 | $201.3M |
| Holistic Financial Partners | 0001729304 | Feb 4, 2025 | 123 | $201.4M |
| Seneca Financial Advisors LLC | 0002082922 | Aug 27, 2025 | 55 | $201.4M |
| Brown Shipley& Co Ltd | 0001912970 | Feb 18, 2025 | 65 | $201.4M |
| Gallacher Capital Management LLC | 0001960749 | Feb 10, 2025 | 285 | $201.5M |
| ORIX Corp | 0001070304 | Feb 13, 2025 | 1 | $201.5M |
| Incentive AS | 0001665221 | Feb 11, 2025 | 2 | $201.6M |
| Medallion Wealth Advisors, LLC | 0002131139 | Apr 24, 2026 | 1,022 | $201.6M |
| Ballast Asset Management, LP | 0001998389 | Feb 12, 2025 | 53 | $201.7M |
| Pennington Partners & Co., LLC | 0001779355 | Feb 14, 2025 | 91 | $201.8M |
| Bernzott Capital Advisors | 0001260468 | Jan 15, 2025 | 42 | $202.2M |
| Wimmer Associates 1, LLC | 0001667019 | Feb 14, 2025 | 110 | $202.3M |
| Ergawealth Advisors, Inc. | 0001973209 | Feb 5, 2025 | 63 | $202.4M |
| Integrated Quantitative Investments LLC | 0002046834 | Feb 13, 2025 | 287 | $202.4M |
| Starr Indemnity & Liability Co | 0001640521 | Feb 12, 2025 | 5 | $202.5M |
| Plum Street Advisors, LLC | 0002068236 | May 29, 2025 | 81 | $202.6M |
| HarbourVest Partners LLC | 0001201001 | Feb 14, 2025 | 22 | $202.6M |
| Ironwood Wealth Management, Inc. | 0001844821 | Jan 24, 2025 | 22 | $202.7M |
| TenCore Partners, LP | 0001755784 | Feb 14, 2025 | 12 | $202.7M |
| Standard General L.P. | 0001409888 | Feb 14, 2025 | 3 | $202.7M |
| Painted Porch Advisors LLC | 0002024585 | Jul 14, 2025 | 485 | $202.7M |
| Disciplined Investments, LLC | 0001812492 | Feb 6, 2025 | 124 | $202.7M |
| Birnam Oak Advisors, LP | 0001997245 | Feb 10, 2025 | 25 | $202.7M |
| Boyd Wealth Management, LLC | 0001846114 | Jan 23, 2025 | 48 | $202.8M |
| Trueblood Wealth Management, LLC | 0002005380 | Jan 16, 2025 | 225 | $202.9M |
| Adapt Wealth Advisors, LLC | 0002013937 | Feb 14, 2025 | 70 | $203.1M |
| Sequent Asset Management, LLC | 0001509550 | Jan 24, 2025 | 86 | $203.1M |
| Benchmark Wealth Management, LLC | 0001788241 | Jan 7, 2025 | 52 | $203.1M |
| Avaii Wealth Management, LLC | 0001904431 | Jan 21, 2025 | 128 | $203.2M |
| TAGStone Capital, Inc. | 0001903044 | Feb 11, 2025 | 92 | $203.2M |
| Eads & Heald Wealth Management | 0001035912 | Jan 17, 2025 | 135 | $203.3M |
| Deseret Mutual Benefit Administrators | 0001789351 | Feb 3, 2025 | 489 | $203.3M |
| Union Savings Bank | 0001985855 | Jan 16, 2025 | 290 | $203.4M |
| Gunderson Capital Management LLC | 0001792397 | Jan 13, 2025 | 37 | $203.4M |
| Cherry Creek Investment Advisors, Inc. | 0001877829 | Jan 22, 2025 | 110 | $203.5M |
| Maltin Wealth Management, Inc. | 0001764260 | Jan 16, 2025 | 129 | $203.5M |
| Parker Financial LLC | 0001965668 | Feb 3, 2025 | 35 | $203.6M |
| FIDELIS iM, LLC | 0001894206 | Jan 21, 2025 | 21 | $203.7M |
| Burford Brothers, Inc. | 0002001434 | Jan 24, 2025 | 156 | $203.7M |
| Autumn Glory Partners, LLC | 0001911621 | Jan 30, 2025 | 172 | $203.7M |
| Freemont Management S.A. | 0001609120 | Feb 10, 2025 | 74 | $203.7M |
| Investmark Advisory Group LLC | 0001926349 | Feb 18, 2025 | 115 | $203.9M |
| Summa Corp. | 0001954929 | Jan 23, 2025 | 61 | $203.9M |
| Aft, Forsyth & Company, Inc. | 0001512073 | Jan 29, 2025 | 126 | $203.9M |
| Quad-Cities Investment Group, LLC | 0001741426 | Jan 14, 2025 | 179 | $204.0M |
| Unison Asset Management LLC | 0001840755 | Jan 28, 2025 | 32 | $204.0M |
| O'ROURKE & COMPANY, Inc | 0001911468 | Feb 13, 2025 | 147 | $204.1M |
| Compass Rose Asset Management, LP | 0001758811 | Feb 14, 2025 | 13 | $204.2M |
| Towerpoint Wealth, LLC | 0001731445 | Jan 15, 2025 | 81 | $204.2M |
| Brogan Financial, Inc. | 0001889918 | Feb 13, 2025 | 56 | $204.2M |
| Bluesphere Advisors LLC | 0001844108 | Jan 24, 2025 | 106 | $204.3M |
| Shira Ridge Wealth Management | 0001961210 | Jan 14, 2025 | 77 | $204.4M |
| Decade Renewable Partners LP | 0001915836 | Feb 14, 2025 | 31 | $204.4M |
| Alexis Investment Partners, LLC | 0002054271 | Feb 13, 2025 | 88 | $204.5M |
| Private Wealth Group, LLC | 0001512780 | Jan 17, 2025 | 65 | $204.5M |
| Marshall & Sullivan Inc. | 0000820123 | Jan 13, 2025 | 41 | $204.6M |
| Second Half Financial Partners, LLC | 0001946654 | Feb 14, 2025 | 93 | $204.7M |
| New England Capital Financial Advisors LLC | 0001964652 | Feb 4, 2025 | 411 | $204.9M |
| Robbins Farley | 0001847820 | Jan 27, 2025 | 157 | $205.0M |
| SWAN Capital LLC | 0001952722 | Feb 25, 2025 | 381 | $205.0M |
| Ayrshire Capital Management LLC | 0001801563 | Jan 14, 2025 | 49 | $205.0M |
| Redwood Wealth Management Group, LLC | 0001963839 | Jan 27, 2025 | 159 | $205.1M |
| Asset Planning Services Inc. /La/ | 0000811407 | Jan 17, 2025 | 35 | $205.1M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0000867926 | Feb 3, 2025 | 160 | $205.1M |
| Three Seasons Wealth, LLC | 0002044495 | Feb 14, 2025 | 123 | $205.2M |
| Landmark Wealth Management, Inc. | 0001985016 | Jan 28, 2025 | 45 | $205.4M |
| Bontempo Ohly Capital Mgmt LLC | 0001632118 | Feb 14, 2025 | 34 | $205.5M |
| Riverwater Partners LLC | 0001882572 | Feb 13, 2025 | 212 | $205.5M |
| Innealta Capital, LLC | 0001752579 | Feb 7, 2025 | 129 | $205.5M |
| Paces Ferry Wealth Advisors, LLC | 0001819919 | Feb 11, 2025 | 131 | $205.7M |
| Hart & Patterson Financial Group LLC | 0002015835 | Jan 14, 2025 | 72 | $205.8M |
| Brighton Securities Corp. | 0000014213 | Mar 6, 2026 | 55 | $205.8M |
| Yardley Wealth Management LLC | 0002044323 | Feb 10, 2025 | 41 | $205.9M |
| Sand Grove Capital Management LLP | 0001665077 | Feb 14, 2025 | 13 | $206.1M |
| Canerector Inc. | 0001113234 | Feb 26, 2025 | 10 | $206.1M |
| Retirement Planning Co of New England, Inc. | 0001817693 | Feb 10, 2025 | 230 | $206.2M |
| Fortress Wealth Management, Inc. | 0001908099 | Jan 22, 2025 | 68 | $206.2M |
| Dravo Bay LLC | 0001910389 | Feb 6, 2025 | 51 | $206.3M |
| Bay Rivers Group | 0001798924 | Jan 22, 2025 | 83 | $206.3M |
| Foundation Wealth Management, LLC\PA | 0002011000 | Feb 12, 2025 | 89 | $206.3M |
| Forbes Financial Planning, Inc. | 0001911316 | Feb 11, 2025 | 31 | $206.4M |
| Postrock Partners LLC | 0002053668 | Feb 10, 2025 | 84 | $206.4M |
| Bryant Woods Investment Advisors, LLC | 0001910641 | Jan 22, 2025 | 49 | $206.4M |
| Colorado Capital Management, Inc. | 0001664147 | Jan 16, 2025 | 94 | $206.5M |
| Wolf Group Capital Advisors | 0001579111 | Feb 18, 2025 | 102 | $206.6M |
| Pinnacle Family Advisors, LLC | 0001679064 | Feb 14, 2025 | 114 | $206.6M |
| Notis-McConarty Edward | 0001592616 | Feb 13, 2025 | 78 | $206.6M |
| Colonial River Investments, LLC | 0001845859 | Feb 4, 2025 | 205 | $206.7M |
| Win Advisors, Inc. | 0001897144 | Jan 27, 2025 | 54 | $206.7M |
| PFC Capital Group, Inc. | 0002010374 | Feb 12, 2025 | 66 | $206.8M |
| HMS Capital Management, LLC | 0001689470 | Jan 29, 2025 | 107 | $206.9M |
| Ridgewood Investments LLC | 0001703556 | Jan 10, 2025 | 678 | $207.0M |
| Atlantic Investment Management, Inc. | 0001063296 | Feb 14, 2025 | 10 | $207.0M |
| Uniting Wealth Partners, LLC | 0002056414 | Feb 12, 2025 | 110 | $207.0M |
| Hutner Capital Management Inc. | 0000944733 | Feb 14, 2025 | 45 | $207.1M |
| Grunden Financial Advisory, Inc. | 0002010014 | Jan 24, 2025 | 27 | $207.1M |
| Gables Capital Management Inc. | 0001740839 | Feb 7, 2025 | 444 | $207.3M |
| Obsidian Personal Planning Solutions LLC | 0001909128 | Feb 14, 2025 | 105 | $207.3M |