| Aerodigm Wealth, LLC | 0001927705 | Aug 13, 2024 | 119 | $217.3M |
| Abundance Wealth Counselors | 0001767080 | Jul 17, 2024 | 72 | $217.3M |
| Astor Investment Management LLC | 0001598416 | Jul 31, 2024 | 30 | $217.2M |
| Mirabaud Asset Management Ltd | 0001680493 | Aug 12, 2024 | 45 | $217.2M |
| Orin Green Financial, LLC | 0001844227 | Jul 31, 2024 | 77 | $217.1M |
| Wills Financial Group, Inc. | 0001525109 | Aug 14, 2024 | 63 | $217.1M |
| Bernzott Capital Advisors | 0001260468 | Jul 26, 2024 | 37 | $217.1M |
| Monolith Management Ltd | 0002008306 | Aug 12, 2024 | 13 | $217.0M |
| BOS Asset Management, LLC | 0001965814 | Jul 30, 2024 | 153 | $217.0M |
| ONE Advisory Partners, LLC | 0001819695 | Aug 7, 2024 | 45 | $216.9M |
| CVS HEALTH Corp | 0000064803 | Aug 9, 2024 | 6 | $216.8M |
| Ausbil Investment Management Ltd | 0001966036 | Jul 30, 2024 | 59 | $216.8M |
| Armor Investment Advisors, LLC | 0001694079 | Jul 25, 2024 | 156 | $216.8M |
| Reliant Wealth Planning | 0001823393 | Jul 11, 2024 | 24 | $216.7M |
| Verde Servicos Internacionais S.A. | 0001629290 | Aug 5, 2024 | 28 | $216.7M |
| SimpliFi, Inc. | 0001716983 | Jul 25, 2024 | 41 | $216.5M |
| Harbour Investment Management LLC | 0001275880 | Jul 23, 2024 | 87 | $216.5M |
| Ruggaard & Associates LLC | 0001971230 | Aug 13, 2024 | 116 | $216.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 0001632078 | Jul 12, 2024 | 92 | $216.2M |
| Boothe Investment Group, Inc. | 0001749798 | Jul 23, 2024 | 42 | $215.8M |
| Greenhaven Road Investment Management, L.P. | 0001741129 | Aug 14, 2024 | 18 | $215.8M |
| Richmond Hill Investments, LLC | 0001455952 | Aug 14, 2024 | 4 | $215.7M |
| Doma Perpetual Capital Management LLC | 0001962221 | Sep 10, 2024 | 9 | $215.6M |
| Deseret Mutual Benefit Administrators | 0001789351 | Aug 2, 2024 | 496 | $215.6M |
| Axis Capital Holdings Ltd. | 0001214816 | Jul 30, 2024 | 3 | $215.6M |
| Whetstone Capital Advisors, LLC | 0001607278 | Aug 14, 2024 | 38 | $215.5M |
| Patient Square Capital LP | 0001819257 | Aug 13, 2024 | 2 | $215.4M |
| Red Spruce Capital, LLC | 0001795356 | Jul 2, 2024 | 83 | $215.4M |
| Moseley Investment Management Inc. | 0000906396 | Jul 16, 2024 | 144 | $215.4M |
| Canopy Partners, LLC | 0001960860 | Aug 9, 2024 | 198 | $215.3M |
| EntryPoint Capital, LLC | 0001992519 | Aug 13, 2024 | 1,357 | $215.3M |
| Solitude Financial Services | 0001839890 | Jul 19, 2024 | 35 | $215.2M |
| WealthCare Investment Partners, LLC | 0001908462 | Jul 18, 2024 | 136 | $215.2M |
| Hoxton Planning & Management, LLC | 0001954782 | Jul 19, 2024 | 158 | $215.0M |
| Independent Wealth Network Inc. | 0001891240 | Jul 18, 2024 | 214 | $214.9M |
| Emergence GP Partners, LLC | 0001589115 | Aug 5, 2024 | 3 | $214.7M |
| BancFirst Trust & Investment Management | 0001914099 | Jul 8, 2024 | 55 | $214.7M |
| IMS Capital Management | 0001343916 | Aug 21, 2024 | 141 | $214.7M |
| Wela Strategies, Inc. | 0001644329 | Jul 12, 2024 | 50 | $214.7M |
| Leisure Capital Management | 0001631507 | Jul 26, 2024 | 137 | $214.6M |
| Wealth Advisors of Tampa Bay, LLC | 0001715228 | Aug 12, 2024 | 81 | $214.4M |
| Left Brain Wealth Management, LLC | 0001957370 | Aug 6, 2024 | 69 | $214.2M |
| Samalin Investment Counsel, LLC | 0001544366 | Aug 13, 2024 | 274 | $214.0M |
| 14B Captial Management LP | 0002009911 | Aug 14, 2024 | 10 | $214.0M |
| Lountzis Asset Management, LLC | 0001821168 | Aug 1, 2024 | 46 | $214.0M |
| Victory Financial Group, LLC | 0002011333 | Aug 14, 2024 | 78 | $213.7M |
| Socha Financial Group, LLC | 0001967966 | Jul 31, 2024 | 20 | $213.7M |
| Mendel Money Management | 0001600585 | Aug 13, 2024 | 131 | $213.6M |
| Mma Asset Management LLC | 0001842667 | Feb 5, 2025 | 119 | $213.5M |
| Unique Wealth Strategies, LLC | 0002009809 | Jul 24, 2024 | 673 | $213.4M |
| Selkirk Management LLC | 0001565432 | Aug 14, 2024 | 16 | $213.3M |
| Threadgill Financial, LLC | 0001814104 | Jul 11, 2024 | 52 | $213.3M |
| Wealth Management Associates, Inc. | 0002067339 | May 28, 2025 | 204 | $213.2M |
| Hyperion Capital Advisors LP | 0001794499 | Aug 14, 2024 | 103 | $213.1M |
| Luminvest Wealth Management LLC | 0002036517 | Oct 30, 2024 | 34 | $213.0M |
| Lokken Investment Group LLC | 0001842840 | Aug 12, 2024 | 151 | $212.6M |
| O'Neil Global Advisors, Inc. | 0001861159 | Aug 8, 2024 | 50 | $212.6M |
| Retireful, LLC | 0001919176 | Aug 1, 2024 | 93 | $212.6M |
| Guardian Point Capital, LP | 0001595932 | Aug 14, 2024 | 10 | $212.5M |
| Retirement Financial Solutions, LLC | 0001962532 | Aug 5, 2024 | 40 | $212.5M |
| Lloyd Advisory Services, LLC. | 0001802474 | Aug 5, 2024 | 93 | $212.4M |
| Reliant Investment Management, LLC | 0001517429 | Jul 22, 2024 | 57 | $212.3M |
| OMC Financial Services LTD | 0002026391 | Jul 29, 2024 | 60 | $212.3M |
| Kings Path Partners LLC | 0002030974 | Jul 30, 2024 | 282 | $212.2M |
| Weinberger Asset Management, Inc | 0002051705 | Feb 4, 2025 | 80 | $212.2M |
| Horizon Investment Services, LLC | 0001426940 | Aug 5, 2024 | 109 | $212.1M |
| Buttonwood Financial Advisors Inc. | 0001904033 | Aug 8, 2024 | 99 | $211.9M |
| GS Investments, Inc. | 0001714590 | Jul 31, 2024 | 131 | $211.8M |
| Long Walk Management LP | 0001869470 | Aug 13, 2024 | 9 | $211.8M |
| StrongBox Wealth, LLC | 0001812155 | Aug 12, 2024 | 87 | $211.8M |
| Lumbard & Kellner, LLC | 0001602476 | Aug 9, 2024 | 74 | $211.8M |
| Tanglewood Legacy Advisors, LLC | 0001965616 | Jul 17, 2024 | 284 | $211.7M |
| Theory Financial LLC | 0001899158 | Jul 24, 2024 | 68 | $211.6M |
| Perry Creek Capital LP | 0001769704 | Aug 14, 2024 | 13 | $211.5M |
| Meros Investment Management, LP | 0001911372 | Aug 15, 2024 | 39 | $211.5M |
| TPG Financial Advisors, LLC | 0001706669 | Oct 16, 2024 | 68 | $211.2M |
| Proathlete Wealth Management LLC | 0002012065 | Jul 26, 2024 | 57 | $211.2M |
| Cypress Point Wealth Management, LLC | 0001825611 | Jul 26, 2024 | 72 | $211.2M |
| Elevation Wealth Partners, LLC | 0001976256 | Jul 9, 2024 | 512 | $211.1M |
| Beta Wealth Group, Inc. | 0001594417 | Aug 12, 2024 | 103 | $211.0M |
| KKM Financial LLC | 0002001943 | Aug 14, 2024 | 146 | $210.9M |
| Prairiewood Capital, LLC | 0001839695 | Jul 18, 2024 | 78 | $210.7M |
| Sterling Wealth Management, Inc. | 0002011149 | Aug 14, 2024 | 101 | $210.7M |
| St. Johns Investment Management Company, LLC | 0001605522 | Jul 25, 2024 | 206 | $210.6M |
| 25 LLC | 0001968777 | Jul 5, 2024 | 52 | $210.6M |
| Horizon Bancorp Inc. | 0000706129 | Jul 24, 2024 | 228 | $210.4M |
| Forum Private Client Group LLC | 0001910636 | Aug 13, 2024 | 74 | $210.4M |
| Hahn Capital Management LLC | 0001171592 | Aug 6, 2024 | 32 | $210.4M |
| CM Wealth Advisors LLC | 0001764581 | Aug 14, 2024 | 75 | $210.3M |
| Saxon Interests, Inc. | 0001905867 | Jul 18, 2024 | 178 | $210.2M |
| MTC Wealth Management LLC | 0001821455 | Jul 29, 2024 | 14 | $210.1M |
| Castellan Group | 0001832521 | Aug 12, 2024 | 59 | $210.1M |
| Boundary Creek Advisors LP | 0001771944 | Aug 9, 2024 | 19 | $210.0M |
| Taylor Frigon Capital Management LLC | 0001632665 | Jul 29, 2024 | 87 | $210.0M |
| Goldstream Capital Management Ltd | 0001872787 | Aug 14, 2024 | 25 | $210.0M |
| Neumann Advisory Hong Kong Ltd | 0001727862 | Jul 10, 2024 | 14 | $210.0M |
| Avalon Advisory Group | 0001802119 | Aug 14, 2024 | 15 | $209.9M |
| Teilinger Capital Ltd. | 0001531879 | Aug 8, 2024 | 14 | $209.9M |
| Hall Capital Management Co. Inc. | 0001122490 | Jul 26, 2024 | 98 | $209.8M |
| Alkeme Wealth, LLC | 0001752045 | Jul 12, 2024 | 88 | $209.7M |