| Forum Private Client Group LLC | 0001910636 | May 15, 2024 | 72 | $206.7M |
| Avalon Advisory Group | 0001802119 | May 3, 2024 | 13 | $206.5M |
| Left Brain Wealth Management, LLC | 0001957370 | May 9, 2024 | 70 | $206.5M |
| TRV GP Iv, LLC | 0001688325 | May 13, 2024 | 3 | $206.4M |
| Madison International Realty Holdings, LLC | 0001640680 | May 1, 2024 | 2 | $206.2M |
| Forefront Analytics, LLC | 0001696802 | May 15, 2024 | 67 | $206.2M |
| Beacon Financial Advisory LLC | 0001800502 | May 1, 2024 | 241 | $205.7M |
| Beta Wealth Group, Inc. | 0001594417 | May 15, 2024 | 101 | $205.6M |
| Lumbard & Kellner, LLC | 0001602476 | May 16, 2024 | 70 | $205.5M |
| Share Andrew L. | 0001693672 | May 10, 2024 | 13 | $205.5M |
| Altman Advisors, Inc. | 0001731671 | May 9, 2024 | 95 | $205.4M |
| Palmer Knight Co | 0001767735 | Apr 29, 2024 | 33 | $205.4M |
| Polianta Ltd | 0001695214 | Apr 10, 2024 | 73 | $205.2M |
| Calton & Associates, Inc. | 0000822648 | Apr 16, 2024 | 189 | $205.2M |
| KKM Financial LLC | 0002001943 | May 14, 2024 | 144 | $205.1M |
| Codex Capital, L.L.C. | 0001832187 | May 7, 2024 | 37 | $205.1M |
| CNB Bank | 0001732074 | May 2, 2024 | 496 | $205.1M |
| Retirement Guys Formula LLC | 0001933059 | Apr 19, 2024 | 123 | $205.1M |
| Bontempo Ohly Capital Mgmt LLC | 0001632118 | May 15, 2024 | 34 | $205.0M |
| Sander Capital Advisors Inc. | 0001173889 | Apr 19, 2024 | 16 | $205.0M |
| Revolution Growth Management Company, Inc. | 0001816374 | May 9, 2024 | 3 | $204.9M |
| Ironwood Investment Management LLC | 0001127761 | May 15, 2024 | 174 | $204.9M |
| Granby Capital Management, LLC | 0001857581 | May 14, 2024 | 20 | $204.8M |
| Atlas Wealth LLC | 0001964106 | May 10, 2024 | 79 | $204.8M |
| Canopy Partners, LLC | 0001960860 | May 15, 2024 | 200 | $204.6M |
| First County Bank | 0001983616 | May 14, 2024 | 166 | $204.6M |
| Eastover Investment Advisors LLC | 0001472800 | Apr 24, 2024 | 46 | $204.5M |
| Autumn Glory Partners, LLC | 0001911621 | Apr 30, 2024 | 170 | $204.4M |
| 25 LLC | 0001968777 | Apr 25, 2024 | 49 | $204.4M |
| Bridgewealth Advisory Group, LLC | 0001801982 | Apr 18, 2024 | 80 | $204.3M |
| Horizon Investment Services, LLC | 0001426940 | May 7, 2024 | 114 | $204.3M |
| Seven Grand Managers, LLC | 0001909126 | Apr 23, 2024 | 44 | $204.2M |
| Unique Wealth Strategies, LLC | 0002009809 | Apr 26, 2024 | 179 | $204.2M |
| Medina Value Partners, LLC | 0001843543 | May 15, 2024 | 12 | $204.1M |
| Bayshore Asset Management, LLC | 0001906790 | May 13, 2024 | 42 | $204.0M |
| Siemens Pension Trust E V | 0001209767 | May 15, 2024 | 1 | $203.9M |
| Planned Solutions, Inc. | 0001831332 | Apr 26, 2024 | 101 | $203.8M |
| Westwood Wealth Management | 0001861125 | May 1, 2024 | 36 | $203.8M |
| New England Research & Management, Inc. | 0001596077 | Apr 16, 2024 | 158 | $203.8M |
| Neumann Advisory Hong Kong Ltd | 0001727862 | Apr 12, 2024 | 15 | $203.7M |
| Christopher J. Hasenberg, Inc | 0001989869 | Apr 24, 2024 | 110 | $203.7M |
| ONE Advisory Partners, LLC | 0001819695 | Apr 11, 2024 | 43 | $203.5M |
| Bigelow Investment Advisors, LLC | 0001729516 | May 8, 2024 | 153 | $203.4M |
| Foresight Global Investors, Inc. | 0001973323 | May 10, 2024 | 39 | $203.1M |
| Demars Financial Group, LLC | 0001723115 | Apr 24, 2024 | 68 | $203.0M |
| Tanglewood Legacy Advisors, LLC | 0001965616 | Apr 16, 2024 | 295 | $203.0M |
| Derbend Asset Management | 0001874068 | Apr 30, 2024 | 114 | $203.0M |
| Rooted Wealth Advisors, Inc. | 0001963732 | Apr 17, 2024 | 82 | $202.9M |
| Vigilare Wealth Management | 0001730889 | Apr 26, 2024 | 94 | $202.9M |
| Hall Capital Management Co. Inc. | 0001122490 | May 10, 2024 | 98 | $202.6M |
| Purus Wealth Management, LLC | 0001844250 | Apr 12, 2024 | 113 | $202.6M |
| TL Private Wealth | 0001802868 | Apr 10, 2024 | 41 | $202.5M |
| Pavion Blue Capital, LLC | 0001792565 | Apr 26, 2024 | 101 | $202.2M |
| Mine & Arao Wealth Creation & Management, LLC. | 0001802994 | May 9, 2024 | 385 | $202.1M |
| Marshall & Sullivan Inc. | 0000820123 | Apr 10, 2024 | 41 | $202.1M |
| Sutton Place Investors LLC | 0001930301 | Apr 22, 2024 | 150 | $202.1M |
| Hart & Patterson Financial Group LLC | 0002015835 | Apr 16, 2024 | 67 | $201.9M |
| Rainwater Charitable Foundation | 0001729139 | May 3, 2024 | 4 | $201.9M |
| Warren Street Wealth Advisors, LLC | 0001703496 | Apr 30, 2024 | 96 | $201.8M |
| Alta Advisers Ltd | 0001536114 | Apr 24, 2024 | 392 | $201.7M |
| Gen-Wealth Partners Inc | 0002023375 | May 15, 2024 | 631 | $201.7M |
| Privium Fund Management (UK) Ltd | 0001845773 | Apr 29, 2024 | 88 | $201.5M |
| Crestmont Private Wealth LLC | 0001873372 | Apr 11, 2024 | 59 | $201.5M |
| Bridge Advisory, LLC | 0001847956 | Apr 16, 2024 | 101 | $201.5M |
| Lunt Capital Management, Inc. | 0001608034 | Apr 23, 2024 | 88 | $201.5M |
| Moseley Investment Management Inc. | 0000906396 | Apr 4, 2024 | 148 | $201.4M |
| Benedetti & Gucer, Inc. | 0001859474 | May 7, 2024 | 143 | $201.3M |
| Addison Capital Co | 0001581465 | May 8, 2024 | 127 | $201.3M |
| Wilshire Advisors LLC | 0001616628 | May 15, 2024 | 11 | $201.0M |
| Juniper Investment Company, LLC | 0001794034 | May 15, 2024 | 10 | $201.0M |
| Sterling Wealth Management, Inc. | 0002011149 | May 15, 2024 | 96 | $201.0M |
| One Degree Advisors Inc | 0002005743 | May 3, 2024 | 50 | $200.8M |
| Lokken Investment Group LLC | 0001842840 | May 14, 2024 | 141 | $200.7M |
| Long Walk Management LP | 0001869470 | May 9, 2024 | 10 | $200.5M |
| Westport Asset Management Inc. | 0000811454 | May 14, 2024 | 73 | $200.3M |
| Elevation Wealth Partners, LLC | 0001976256 | Apr 19, 2024 | 480 | $200.2M |
| Christensen, King & Associates Investment Services, Inc. | 0002032544 | Aug 8, 2024 | 97 | $200.2M |
| Alta Fundamental Advisers LLC | 0001641604 | May 15, 2024 | 16 | $200.0M |
| Teramo Advisors, LLC | 0001904821 | May 8, 2024 | 7 | $200.0M |
| Cna Financial Corp. | 0000021175 | May 6, 2024 | 16 | $199.9M |
| Councilor Wealth, LLC | 0002052759 | Apr 8, 2025 | 80 | $199.8M |
| Amtrust Financial Services, Inc. | 0001365555 | May 7, 2024 | 15 | $199.7M |
| Essential Planning, LLC. | 0001949824 | May 9, 2024 | 65 | $199.7M |
| Deseret Mutual Benefit Administrators | 0001789351 | May 9, 2024 | 484 | $199.7M |
| Evergreen Private Wealth LLC | 0002010098 | Apr 17, 2024 | 210 | $199.6M |
| Joseph Group Capital Management | 0001910383 | May 13, 2024 | 84 | $199.6M |
| Warner Financial, Inc. | 0001927175 | Apr 23, 2024 | 108 | $199.6M |
| Ausbil Investment Management Ltd | 0001966036 | Apr 16, 2024 | 56 | $199.6M |
| Collaborative Wealth Managment Inc. | 0001896419 | May 10, 2024 | 172 | $199.5M |
| Altus Wealth Group LLC | 0001842572 | May 2, 2024 | 139 | $199.5M |
| Leisure Capital Management | 0001631507 | May 6, 2024 | 130 | $199.4M |
| Ardent Capital Management, Inc. | 0001888792 | May 7, 2024 | 46 | $199.2M |
| FIDELIS iM, LLC | 0001894206 | Apr 17, 2024 | 18 | $199.2M |
| Towerpoint Wealth, LLC | 0001731445 | Apr 16, 2024 | 83 | $199.1M |
| WorthPointe, LLC | 0001921448 | May 14, 2024 | 65 | $198.6M |
| LifeGuide Financial Advisors, LLC | 0001908585 | Apr 18, 2024 | 41 | $198.5M |
| Sittner & Nelson, LLC | 0001846138 | May 10, 2024 | 499 | $198.5M |
| Anthracite Investment Company, Inc. | 0001809930 | May 9, 2024 | 93 | $198.5M |
| Act Wealth Management, LLC | 0001814191 | Apr 10, 2024 | 44 | $198.4M |
| Cornerstone National Bank & Trust Co | 0002104293 | Jan 28, 2026 | 61 | $198.3M |