| Darwin Wealth Management, LLC | 0001663224 | Aug 8, 2024 | 78 | $201.4M |
| Pinion Investment Advisors, LLC | 0001738738 | Aug 8, 2024 | 141 | $201.1M |
| MKT Advisors LLC | 0001906802 | Jul 12, 2024 | 152 | $201.1M |
| Compass Financial Group, Inc. | 0001666910 | Aug 2, 2024 | 38 | $201.0M |
| Constellation Investimentos e Participacoes Ltda | 0001893840 | Aug 2, 2024 | 11 | $200.8M |
| WJ Interests, LLC | 0001727642 | Jul 16, 2024 | 15 | $200.8M |
| Warren Street Wealth Advisors, LLC | 0001703496 | Jul 30, 2024 | 96 | $200.6M |
| Trinity Wealth Management, LLC | 0001685364 | Jul 15, 2024 | 47 | $200.5M |
| Alta Wealth Advisors LLC | 0001843826 | Jul 24, 2024 | 120 | $200.4M |
| Twin Peaks Wealth Advisors, LLC | 0002006218 | Jul 31, 2024 | 128 | $200.4M |
| Searcy Financial Services Inc. | 0000354923 | Jul 15, 2024 | 25 | $200.4M |
| Weitzel Financial Services, Inc. | 0001846789 | Aug 6, 2024 | 42 | $200.4M |
| United Bank | 0001697791 | Jul 23, 2024 | 94 | $200.4M |
| Chelsea Counsel Co. | 0001276755 | Nov 21, 2024 | 199 | $200.4M |
| IMZ Advisory Inc | 0002017735 | Jul 12, 2024 | 31 | $200.4M |
| Aspen Investment Management Inc | 0001541596 | Jul 26, 2024 | 148 | $200.4M |
| Towerpoint Wealth, LLC | 0001731445 | Jul 12, 2024 | 81 | $200.3M |
| Findell Capital Management LLC | 0001814465 | Aug 14, 2024 | 17 | $200.3M |
| LaSalle St. Investment Advisors, LLC | 0001966193 | Aug 12, 2024 | 165 | $200.2M |
| Crown Wealth Group, LLC | 0001845698 | Jul 26, 2024 | 105 | $200.2M |
| Marshall & Sullivan Inc. | 0000820123 | Jul 12, 2024 | 41 | $200.2M |
| Continental Grain Co. | 0000929607 | Aug 9, 2024 | 2 | $200.2M |
| Bontempo Ohly Capital Mgmt LLC | 0001632118 | Aug 15, 2024 | 34 | $200.0M |
| Davis-Rea LTD. | 0001482171 | Jul 26, 2024 | 34 | $200.0M |
| Winthrop Capital Management, LLC | 0002010657 | Aug 9, 2024 | 159 | $199.9M |
| Cedrus LLC | 0001992810 | Jul 24, 2024 | 154 | $199.9M |
| Monaco Asset Management SAM | 0001803593 | Aug 7, 2024 | 54 | $199.8M |
| PFC Capital Group, Inc. | 0002010374 | Aug 14, 2024 | 68 | $199.8M |
| Westport Asset Management Inc. | 0000811454 | Aug 12, 2024 | 75 | $199.8M |
| Calton & Associates, Inc. | 0000822648 | Jul 19, 2024 | 188 | $199.8M |
| Everpar Advisors LLC | 0002010410 | Jul 18, 2024 | 263 | $199.7M |
| Medina Value Partners, LLC | 0001843543 | Aug 14, 2024 | 14 | $199.7M |
| Altus Wealth Group LLC | 0001842572 | Aug 5, 2024 | 133 | $199.7M |
| Denver Wealth Management, Inc. | 0001909800 | Jul 22, 2024 | 83 | $199.6M |
| John W. Brooker & Co., CPAs | 0001798926 | Jul 11, 2024 | 75 | $199.6M |
| Riposte Capital LLC | 0001672355 | Aug 15, 2024 | 15 | $199.6M |
| Sustainable Insight Capital Management, LLC | 0001580677 | Aug 5, 2024 | 74 | $199.6M |
| Ridgewood Investments LLC | 0001703556 | Jul 29, 2024 | 775 | $199.5M |
| 272 Capital LP | 0001841077 | Aug 14, 2024 | 65 | $199.5M |
| Ransom Advisory, Ltd | 0002065136 | Jan 22, 2026 | 404 | $199.5M |
| Wilshire Advisors LLC | 0001616628 | Aug 14, 2024 | 11 | $199.5M |
| Madison International Realty Holdings, LLC | 0001640680 | Jul 8, 2024 | 2 | $199.3M |
| Holistic Financial Partners | 0001729304 | Jul 30, 2024 | 120 | $199.3M |
| Hubbell Strickland Wealth Management, LLC | 0001791555 | Jul 16, 2024 | 78 | $199.3M |
| Hilltop Wealth Advisors, LLC | 0001786241 | Jul 3, 2024 | 52 | $199.3M |
| Phoenix Wealth Advisors | 0001842362 | Jul 17, 2024 | 120 | $199.2M |
| WD Rutherford LLC | 0001841015 | Jul 25, 2024 | 97 | $199.2M |
| FWG Holdings, LLC | 0001862067 | Jul 31, 2024 | 105 | $199.1M |
| New Republic Capital, LLC | 0001989988 | Aug 14, 2024 | 245 | $199.1M |
| Bracebridge Capital, LLC | 0001426486 | Aug 14, 2024 | 36 | $199.0M |
| Stonebridge Financial Planning Group, LLC | 0001802494 | Aug 8, 2024 | 153 | $199.0M |
| Conway Capital Management, Inc. | 0002044929 | Dec 3, 2024 | 42 | $199.0M |
| Luken Investment Analytics, LLC | 0001730546 | Aug 8, 2024 | 147 | $198.9M |
| Bayshore Asset Management, LLC | 0001906790 | Jul 30, 2024 | 33 | $198.9M |
| Sequent Asset Management, LLC | 0001509550 | Jul 26, 2024 | 92 | $198.7M |
| Mithaq Capital SPC | 0001834600 | Aug 12, 2024 | 4 | $198.6M |
| FWL Investment Management, LLC | 0001829231 | Aug 13, 2024 | 247 | $198.3M |
| Fluent Financial, LLC | 0001722283 | Aug 5, 2024 | 72 | $198.2M |
| Key Client Fiduciary Advisors, LLC | 0001912612 | Jul 16, 2024 | 185 | $197.9M |
| Midwest Heritage Bank, FSB | 0001906805 | Jul 17, 2024 | 55 | $197.9M |
| Bluestem Financial Advisors, LLC | 0001820680 | Aug 6, 2024 | 27 | $197.9M |
| Register Financial Advisors LLC | 0001962636 | Jul 12, 2024 | 730 | $197.9M |
| Heritage Oak Wealth Advisors LLC | 0002035533 | Aug 28, 2024 | 88 | $197.8M |
| Nalanda India Fund LTD | 0001430193 | Jul 12, 2024 | 1 | $197.6M |
| Polianta Ltd | 0001695214 | Jul 5, 2024 | 73 | $197.6M |
| Ironwood Wealth Management, Inc. | 0001844821 | Jul 15, 2024 | 22 | $197.6M |
| Unison Asset Management LLC | 0001840755 | Aug 2, 2024 | 32 | $197.6M |
| Kennedy Investment Group, Inc. | 0001978005 | Jul 18, 2024 | 118 | $197.5M |
| Wisconsin Capital Management LLC | 0000926833 | Aug 1, 2024 | 47 | $197.4M |
| Beaconlight Capital, LLC | 0001569537 | Aug 14, 2024 | 29 | $197.3M |
| Prairie Wealth Advisors, Inc. | 0002022783 | Aug 14, 2024 | 143 | $197.2M |
| Arkfeld Wealth Strategies, L.L.C. | 0001789382 | Jul 10, 2024 | 93 | $197.1M |
| Gator Capital Management, LLC | 0001570284 | Aug 13, 2024 | 59 | $197.1M |
| Discovery Value Fund | 0001750451 | Aug 13, 2024 | 3 | $196.7M |
| Madden Advisory Services, Inc. | 0001542284 | Aug 7, 2024 | 93 | $196.7M |
| Pacific Wealth Management | 0001852338 | Jul 10, 2024 | 19 | $196.5M |
| JS Capital Management LLC | 0001562668 | Aug 14, 2024 | 1 | $196.3M |
| First Financial Corp. | 0000714562 | Jul 11, 2024 | 466 | $196.3M |
| Ayrshire Capital Management LLC | 0001801563 | Jul 22, 2024 | 48 | $196.2M |
| Bluesphere Advisors LLC | 0001844108 | Jul 22, 2024 | 97 | $196.2M |
| Verger Capital Management LLC | 0001627417 | Jul 19, 2024 | 13 | $196.2M |
| Strait & Sound Wealth Management LLC | 0001966210 | Aug 14, 2024 | 144 | $196.1M |
| Burrus Financial Services, Inc. | 0001573947 | Sep 24, 2025 | 9 | $196.0M |
| Investment Planning Advisors, Inc. | 0002024049 | Jul 22, 2024 | 59 | $196.0M |
| Lee Johnson Capital Management, LLC | 0001674836 | Jul 16, 2024 | 16 | $196.0M |
| Autumn Glory Partners, LLC | 0001911621 | Aug 1, 2024 | 170 | $195.9M |
| Littlejohn & Co. LLC | 0001042537 | Aug 13, 2024 | 14 | $195.8M |
| Sapience Investments, LLC | 0001682598 | Aug 14, 2024 | 85 | $195.7M |
| Range Financial Group LLC | 0001928635 | Aug 2, 2024 | 175 | $195.7M |
| Idaho Trust Co | 0001568069 | Aug 8, 2024 | 80 | $195.7M |
| Flynn Zito Capital Management, LLC | 0001857144 | Aug 5, 2024 | 116 | $195.6M |
| MBA Advisors LLC | 0001848704 | Jul 30, 2024 | 126 | $195.6M |
| Fortress Wealth Management, Inc. | 0001908099 | Jul 16, 2024 | 69 | $195.5M |
| Beacon Investment Advisors LLC | 0001961635 | Aug 14, 2024 | 151 | $195.5M |
| Eaton-Cambridge Inc. | 0002011052 | Jul 17, 2024 | 30 | $195.4M |
| Latigo Investments, LLC | 0001914668 | Jul 25, 2024 | 20 | $195.3M |
| Mudita Advisors LLP | 0001907809 | Aug 13, 2024 | 18 | $195.3M |
| Atlas Merchant Capital LLC | 0001945789 | Aug 14, 2024 | 57 | $195.2M |
| Joseph P. Lucia & Associates, LLC | 0001775391 | Jul 24, 2024 | 123 | $195.2M |
| Pine Brook Road Advisors, L.P. | 0001630691 | Aug 14, 2024 | 3 | $195.2M |