| Goodwin Investment Advisory | 0001803294 | Nov 12, 2024 | 35 | $231.0M |
| Geneva Partners, LLC | 0001712671 | Oct 30, 2024 | 70 | $231.0M |
| Reliant Wealth Planning | 0001823393 | Oct 24, 2024 | 26 | $230.9M |
| EnCap Energy Capital Fund X, L.P. | 0001636722 | Nov 14, 2024 | 1 | $230.9M |
| Tilson Financial Group, Inc. | 0001964820 | Oct 28, 2024 | 72 | $230.8M |
| Barrett & Company, Inc. | 0000887602 | Oct 24, 2024 | 578 | $230.8M |
| Claris Advisors, LLC / Mo / | 0001905092 | Oct 31, 2024 | 1,235 | $230.6M |
| Socha Financial Group, LLC | 0001967966 | Oct 31, 2024 | 23 | $230.5M |
| 25 LLC | 0001968777 | Oct 15, 2024 | 53 | $230.4M |
| CVS HEALTH Corp | 0000064803 | Nov 8, 2024 | 5 | $230.2M |
| BlackBarn Capital Partners LP | 0002010204 | Nov 14, 2024 | 18 | $230.1M |
| Rakuten Securities, Inc. | 0002009539 | Nov 5, 2024 | 713 | $230.0M |
| Crown Wealth Group, LLC | 0001845698 | Nov 13, 2024 | 114 | $230.0M |
| California First Leasing Corp. | 0000803016 | Oct 31, 2024 | 43 | $229.9M |
| Davis-Rea LTD. | 0001482171 | Oct 28, 2024 | 38 | $229.8M |
| Samalin Investment Counsel, LLC | 0001544366 | Nov 13, 2024 | 284 | $229.8M |
| Ruggaard & Associates LLC | 0001971230 | Nov 14, 2024 | 116 | $229.7M |
| Palisades Investment Partners, LLC | 0001427373 | Feb 18, 2025 | 40 | $229.7M |
| Landmark Wealth Management, LLC | 0001728778 | Oct 30, 2024 | 76 | $229.7M |
| Valence8 US LP | 0001943819 | Nov 12, 2024 | 40 | $229.4M |
| Hillman Co. | 0001036288 | Oct 21, 2024 | 13 | $229.4M |
| Wela Strategies, Inc. | 0001644329 | Oct 17, 2024 | 52 | $229.4M |
| Richmond Hill Investments, LLC | 0001455952 | Nov 14, 2024 | 4 | $229.3M |
| Buttonwood Financial Advisors Inc. | 0001904033 | Oct 28, 2024 | 96 | $229.3M |
| Consolidated Capital Management, LLC | 0001666613 | Oct 16, 2024 | 35 | $229.1M |
| Gen-Wealth Partners Inc | 0002023375 | Nov 13, 2024 | 670 | $229.0M |
| Sensible Money, LLC | 0001965229 | Oct 16, 2024 | 86 | $228.9M |
| Crestmont Private Wealth LLC | 0001873372 | Oct 10, 2024 | 118 | $228.8M |
| Crescent Park Management, L.P. | 0001629984 | Nov 13, 2024 | 21 | $228.8M |
| TAM Capital Management Inc. | 0001594591 | Nov 15, 2024 | 10 | $228.5M |
| Tealwood Asset Management Inc. | 0001164062 | Oct 8, 2024 | 129 | $228.4M |
| Mechanics Financial Corp | 0001821336 | Nov 6, 2024 | 239 | $228.4M |
| Retirement Financial Solutions, LLC | 0001962532 | Oct 29, 2024 | 40 | $228.4M |
| IvyRock Asset Management (HK) Ltd | 0001809525 | Nov 8, 2024 | 22 | $228.2M |
| Kepos Capital LP | 0001512020 | Nov 12, 2024 | 229 | $228.2M |
| WealthCare Investment Partners, LLC | 0001908462 | Oct 8, 2024 | 140 | $228.1M |
| Peak Planning Group, LLC | 0002097384 | Jun 24, 2026 | 108 | $228.1M |
| ONE Advisory Partners, LLC | 0001819695 | Oct 17, 2024 | 46 | $227.9M |
| RP Management, LLC | 0001507673 | Nov 13, 2024 | 4 | $227.7M |
| Axis Capital Holdings Ltd. | 0001214816 | Oct 30, 2024 | 3 | $227.6M |
| Palmer Knight Co | 0001767735 | Oct 31, 2024 | 35 | $227.5M |
| Wealth Management Associates, Inc. | 0002067339 | May 28, 2025 | 209 | $227.4M |
| Lakeshore Financial Planning, Inc. | 0002000571 | Oct 31, 2024 | 74 | $227.0M |
| Lumbard & Kellner, LLC | 0001602476 | Nov 12, 2024 | 79 | $227.0M |
| Theory Financial LLC | 0001899158 | Nov 7, 2024 | 66 | $226.9M |
| I.G.Y. Ltd | 0001811472 | Nov 14, 2024 | 3 | $226.8M |
| WJ Interests, LLC | 0001727642 | Oct 21, 2024 | 21 | $226.8M |
| AAFMAA Wealth Management & Trust LLC | 0001846160 | Oct 16, 2024 | 66 | $226.8M |
| Elevation Capital Advisory, LLC | 0001871112 | Nov 4, 2024 | 56 | $226.5M |
| Flow State Investments, L.P. | 0001850755 | Nov 14, 2024 | 38 | $226.4M |
| Independent Wealth Network Inc. | 0001891240 | Oct 15, 2024 | 222 | $226.3M |
| Gator Capital Management, LLC | 0001570284 | Nov 14, 2024 | 57 | $226.1M |
| Alpha Financial Advisors, LLC | 0001972138 | Oct 18, 2024 | 48 | $226.0M |
| Balanced Wealth Group LLC | 0002009783 | Oct 28, 2024 | 66 | $226.0M |
| Baker Tilly Wealth Management, LLC | 0001840565 | Oct 24, 2024 | 234 | $226.0M |
| Harbour Investment Management LLC | 0001275880 | Oct 29, 2024 | 91 | $225.7M |
| Alkeme Wealth, LLC | 0001752045 | Oct 8, 2024 | 93 | $225.7M |
| Act Wealth Management, LLC | 0001814191 | Oct 8, 2024 | 49 | $225.5M |
| Warner Financial, Inc. | 0001927175 | Oct 21, 2024 | 114 | $225.5M |
| SimpliFi, Inc. | 0001716983 | Oct 22, 2024 | 41 | $225.5M |
| Codex Capital Asset Management L.L.C. | 0002030542 | Nov 12, 2024 | 36 | $225.5M |
| BWM Planning, LLC | 0002039698 | Oct 9, 2024 | 76 | $225.4M |
| Slagle Financial, LLC | 0001984918 | Oct 31, 2024 | 115 | $225.3M |
| Incline Global Management LLC | 0001567195 | Nov 14, 2024 | 27 | $225.1M |
| Forum Private Client Group LLC | 0001910636 | Nov 12, 2024 | 74 | $225.1M |
| Tanglewood Legacy Advisors, LLC | 0001965616 | Oct 15, 2024 | 283 | $225.1M |
| Cobalt Capital Management, Inc. | 0001086762 | Nov 14, 2024 | 26 | $225.0M |
| Azarias Capital Management, L.P. | 0001625279 | Nov 4, 2024 | 20 | $224.9M |
| Altman Advisors, Inc. | 0001731671 | Nov 8, 2024 | 93 | $224.8M |
| GS Investments, Inc. | 0001714590 | Nov 12, 2024 | 133 | $224.7M |
| Wynnefield Capital Inc. | 0001251567 | Nov 14, 2024 | 17 | $224.7M |
| VCI Wealth Management LLC | 0002009388 | Oct 31, 2024 | 94 | $224.6M |
| Acuitas Investments, LLC | 0001524828 | Nov 7, 2024 | 117 | $224.3M |
| Bigelow Investment Advisors, LLC | 0001729516 | Oct 18, 2024 | 155 | $224.3M |
| Sharper & Granite LLC | 0001959415 | Oct 31, 2024 | 103 | $224.1M |
| Rooted Wealth Advisors, Inc. | 0001963732 | Nov 12, 2024 | 95 | $224.1M |
| Guardian Point Capital, LP | 0001595932 | Nov 14, 2024 | 9 | $224.0M |
| Teton Advisors, Inc. | 0001444874 | Nov 13, 2024 | 203 | $223.9M |
| Nokomis Capital, L.L.C. | 0001541055 | Nov 14, 2024 | 45 | $223.7M |
| Sittner & Nelson, LLC | 0001846138 | Oct 31, 2024 | 431 | $223.6M |
| TL Private Wealth | 0001802868 | Oct 8, 2024 | 44 | $223.4M |
| Trinity Financial Advisors LLC | 0001809574 | Oct 3, 2024 | 83 | $223.4M |
| 1776 Wealth LLC | 0001803140 | Nov 6, 2024 | 145 | $223.4M |
| Sio Capital Management, LLC | 0001482416 | Nov 14, 2024 | 38 | $223.2M |
| 14B Captial Management LP | 0002009911 | Nov 14, 2024 | 10 | $223.1M |
| Bayshore Asset Management, LLC | 0001906790 | Oct 21, 2024 | 55 | $222.9M |
| Fullcircle Wealth LLC | 0002030910 | Oct 29, 2024 | 187 | $222.8M |
| Raine Capital LLC | 0001631543 | Nov 14, 2024 | 5 | $222.7M |
| IMS Capital Management | 0001343916 | Dec 18, 2024 | 143 | $222.6M |
| Gibraltar Capital Management, Inc. | 0001625986 | Oct 25, 2024 | 52 | $222.6M |
| TPG Financial Advisors, LLC | 0001706669 | Oct 16, 2024 | 68 | $222.1M |
| Teramo Advisors, LLC | 0001904821 | Nov 1, 2024 | 6 | $221.9M |
| Beta Wealth Group, Inc. | 0001594417 | Nov 1, 2024 | 105 | $221.8M |
| SVF Sponsor III (DE) LLC | 0001838428 | Nov 14, 2024 | 1 | $221.7M |
| Optimist Retirement Group LLC | 0002011850 | Nov 25, 2024 | 122 | $221.6M |
| JW Asset Management, LLC | 0001549738 | Nov 8, 2024 | 13 | $221.5M |
| WMG Financial Advisors, LLC | 0001906711 | Oct 31, 2024 | 176 | $221.4M |
| Cornerstone National Bank & Trust Co | 0002104293 | Jan 28, 2026 | 166 | $221.3M |
| Smith Shellnut Wilson LLC | 0000944317 | Oct 31, 2024 | 146 | $221.2M |
| MTC Wealth Management LLC | 0001821455 | Oct 15, 2024 | 14 | $221.2M |