| WJ Interests, LLC | 0001727642 | Feb 4, 2025 | 16 | $207.3M |
| Freedom Financial Partners LLC | 0002054598 | Feb 12, 2025 | 69 | $207.3M |
| Cora Capital Advisors LLC | 0001964530 | Jan 21, 2025 | 105 | $207.4M |
| Bull Street Advisors, LLC | 0001790837 | Jan 30, 2025 | 89 | $207.4M |
| McNaughton Wealth Management, LLC | 0001802691 | Jan 14, 2025 | 55 | $207.5M |
| Indaba Capital Management, L.P. | 0001524362 | Feb 14, 2025 | 10 | $207.5M |
| Flagship Private Wealth, LLC | 0001842560 | Jan 21, 2025 | 100 | $207.6M |
| MTC Wealth Management LLC | 0001821455 | Jan 30, 2025 | 14 | $207.7M |
| Marks Wealth, LLC | 0001838660 | Jan 17, 2025 | 16 | $207.7M |
| Rise Advisors, LLC | 0001831316 | Jan 7, 2025 | 1,119 | $207.9M |
| Prairie Wealth Advisors, Inc. | 0002022783 | Jan 28, 2025 | 150 | $208.0M |
| Financial Connections Group, Inc. | 0001907157 | Jan 29, 2025 | 235 | $208.1M |
| Hound Partners, LLC | 0001353316 | Feb 14, 2025 | 18 | $208.1M |
| Valence8 US LP | 0001943819 | Feb 12, 2025 | 10 | $208.2M |
| Trust Co of Kansas | 0001803988 | Jan 15, 2025 | 55 | $208.2M |
| Mill Road Capital Management LLC | 0001512275 | Feb 14, 2025 | 25 | $208.2M |
| FWG Holdings, LLC | 0001862067 | Feb 7, 2025 | 102 | $208.5M |
| Roubaix Capital, LLC | 0001769700 | Feb 13, 2025 | 47 | $208.6M |
| Greenfield Savings Bank | 0001940406 | Jan 13, 2025 | 146 | $208.6M |
| Roberts Foundation | 0001595747 | Feb 5, 2025 | 3 | $208.8M |
| Corigliano Investment Advisers, LLC | 0002031771 | Feb 14, 2025 | 33 | $208.8M |
| Whitefort Capital Management, LP | 0001884931 | Feb 14, 2025 | 18 | $209.0M |
| Westport Asset Management Inc. | 0000811454 | Feb 14, 2025 | 74 | $209.0M |
| Harbor Island Capital LLC | 0001730580 | Jan 27, 2025 | 15 | $209.0M |
| Compass Financial Group, Inc. | 0001666910 | Feb 5, 2025 | 40 | $209.0M |
| Harold Davidson & Associates Inc. | 0001430022 | Jun 4, 2025 | 64 | $209.1M |
| Polianta Ltd | 0001695214 | Jan 16, 2025 | 72 | $209.3M |
| Wealthspan Partners, LLC | 0001909805 | Jan 24, 2025 | 109 | $209.3M |
| Scholtz & Company, LLC | 0001606134 | Feb 12, 2025 | 48 | $209.4M |
| Daily Journal | 0000783412 | Feb 18, 2025 | 4 | $209.4M |
| Income Research & Management | 0001165830 | Jan 21, 2025 | 25 | $209.6M |
| Edenbrook Capital, LLC | 0001666682 | Feb 14, 2025 | 6 | $209.6M |
| Consilium Wealth Advisory, LLC | 0001904906 | Feb 5, 2025 | 87 | $209.7M |
| Tabor Asset Management, LP | 0001834780 | Feb 14, 2025 | 39 | $209.7M |
| Sentry Investment Management LLC | 0000089014 | Feb 4, 2025 | 450 | $209.8M |
| JS Capital Management LLC | 0001562668 | Feb 14, 2025 | 1 | $210.1M |
| Councilor Wealth, LLC | 0002052759 | Feb 10, 2025 | 82 | $210.2M |
| 1492 Capital Management LLC | 0001584087 | Feb 13, 2025 | 109 | $210.3M |
| Family Wealth Partners, LLC | 0002016217 | Jan 15, 2025 | 43 | $210.3M |
| Hillcrest Wealth Advisors - NY, LLC | 0001767121 | Jan 21, 2025 | 50 | $210.4M |
| JW Asset Management, LLC | 0001549738 | Feb 7, 2025 | 17 | $210.4M |
| Trail Ridge Investment Advisors, LLC | 0001911013 | Feb 7, 2025 | 102 | $210.4M |
| Savoir Faire Capital Management, L.P. | 0001710593 | Feb 13, 2025 | 44 | $210.4M |
| Mithaq Capital SPC | 0001834600 | Feb 5, 2025 | 4 | $210.5M |
| Wishbone Management, LP | 0001777734 | Feb 14, 2025 | 4 | $210.5M |
| TFO Wealth Partners, LLC | 0001698750 | Feb 7, 2025 | 10 | $210.6M |
| Kessler Investment Group, LLC | 0001525947 | Jan 30, 2025 | 185 | $210.8M |
| Garrison Point Advisors, LLC | 0001767107 | Feb 13, 2025 | 161 | $210.8M |
| Atle Fund Management AB | 0001381843 | Feb 4, 2025 | 36 | $210.8M |
| Game Plan Financial Advisors, LLC | 0001802952 | Jan 30, 2025 | 383 | $210.8M |
| WD Rutherford LLC | 0001841015 | Jan 30, 2025 | 71 | $210.9M |
| Lunate Holding RSC Ltd | 0002009522 | Feb 14, 2025 | 4 | $210.9M |
| Hubbell Strickland Wealth Management, LLC | 0001791555 | Jan 15, 2025 | 79 | $211.0M |
| Shariaportfolio, Inc. | 0001998574 | Feb 4, 2025 | 26 | $211.1M |
| Lloyd Advisory Services, LLC. | 0001802474 | Feb 3, 2025 | 100 | $211.1M |
| Chaney Capital Management, Inc. | 0002012041 | Jan 28, 2025 | 37 | $211.4M |
| Optimist Retirement Group LLC | 0002011850 | Jan 27, 2025 | 119 | $211.4M |
| Elios Financial Group Inc. | 0002035601 | Feb 13, 2025 | 112 | $211.5M |
| OnyxPoint Global Management LP | 0001961491 | Feb 14, 2025 | 14 | $211.5M |
| Ranch Capital Advisors Inc. | 0001793269 | Feb 7, 2025 | 141 | $211.7M |
| ShoreHaven Wealth Partners, LLC | 0001844922 | Jan 30, 2025 | 88 | $211.7M |
| Ted Buchan & Co | 0002033413 | Feb 13, 2025 | 83 | $211.8M |
| Squadra Investments - Gestao DE Recursos Ltda. | 0001577806 | Feb 14, 2025 | 3 | $211.8M |
| Financial Avengers, Inc. | 0001844393 | Feb 18, 2025 | 161 | $212.0M |
| Horizon Bancorp Inc. | 0000706129 | Jan 13, 2025 | 193 | $212.1M |
| Spectrum Wealth Advisory Group, LLC | 0001776821 | Jan 31, 2025 | 56 | $212.1M |
| Weitzel Financial Services, Inc. | 0001846789 | Feb 14, 2025 | 41 | $212.2M |
| Great Point Partners LLC | 0001281446 | Feb 14, 2025 | 26 | $212.2M |
| Centennial Bank | 0001994744 | Feb 6, 2025 | 313 | $212.4M |
| Bluestem Financial Advisors, LLC | 0001820680 | Jan 30, 2025 | 27 | $212.5M |
| Baron Wealth Management LLC | 0001968507 | Jan 23, 2025 | 193 | $212.5M |
| Bernard Wealth Management Corp. | 0002056313 | Feb 27, 2025 | 320 | $212.5M |
| Bullseye Asset Management LLC | 0001513779 | Feb 14, 2025 | 61 | $212.8M |
| Beacon Investment Advisors LLC | 0001961635 | Feb 14, 2025 | 154 | $212.8M |
| Norris Financial Group, LLC | 0002129318 | May 20, 2026 | 82 | $212.8M |
| Eq LLC | 0001757605 | Feb 5, 2025 | 62 | $212.9M |
| Heritage Oak Wealth Advisors LLC | 0002035533 | Feb 5, 2025 | 76 | $212.9M |
| Wealth Quarterback LLC | 0001803386 | Jan 31, 2025 | 119 | $213.0M |
| Pavion Blue Capital, LLC | 0001792565 | Feb 4, 2025 | 99 | $213.0M |
| DCM Advisors, LLC | 0001839498 | Feb 18, 2025 | 38 | $213.1M |
| Bigelow Investment Advisors, LLC | 0001729516 | Jan 31, 2025 | 146 | $213.1M |
| Athos Capital Ltd | 0001681662 | Feb 13, 2025 | 37 | $213.2M |
| Reliant Wealth Planning | 0001823393 | Jan 28, 2025 | 28 | $213.2M |
| Cook Wealth, LLC | 0001910185 | Jan 24, 2025 | 55 | $213.2M |
| Socha Financial Group, LLC | 0001967966 | Jan 28, 2025 | 25 | $213.3M |
| Christensen, King & Associates Investment Services, Inc. | 0002032544 | Jan 13, 2025 | 92 | $213.3M |
| Evergreen Private Wealth LLC | 0002010098 | Feb 7, 2025 | 198 | $213.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 0002035883 | Jan 14, 2025 | 70 | $213.4M |
| Arbor Trust Wealth Advisors, LLC | 0001797135 | Jan 16, 2025 | 93 | $213.5M |
| Veridan Wealth LLC | 0002052405 | Feb 5, 2025 | 82 | $213.5M |
| Sig Brokerage, LP | 0001094429 | Feb 14, 2025 | 134 | $213.6M |
| Verisail Partners, LLC | 0002016904 | Feb 13, 2025 | 34 | $213.6M |
| Eastover Investment Advisors LLC | 0001472800 | Jan 13, 2025 | 47 | $213.7M |
| BCR Wealth Strategies, LLC | 0001908380 | Jan 29, 2025 | 26 | $213.8M |
| Torque Asset Management LLC | 0002011256 | Feb 14, 2025 | 16 | $213.8M |
| Act Wealth Management, LLC | 0001814191 | Jan 17, 2025 | 46 | $213.9M |
| Mitchell & Pahl Private Wealth, LLC | 0001836506 | Jan 16, 2025 | 146 | $214.1M |
| Hall Capital Management Co. Inc. | 0001122490 | Feb 24, 2025 | 101 | $214.4M |
| Employees' Retirement Fund of the City of Fort Worth | 0001986812 | Feb 13, 2025 | 11 | $214.4M |
| First Financial Corp. | 0000714562 | Jan 13, 2025 | 399 | $214.7M |