| Seven Grand Managers, LLC | 0001909126 | Feb 14, 2025 | 37 | $218.5M |
| Alkeme Wealth, LLC | 0001752045 | Jan 13, 2025 | 91 | $218.4M |
| Ameriflex Group, Inc. | 0002057637 | Feb 24, 2025 | 1,170 | $218.4M |
| Iams Wealth Management, LLC | 0001998182 | Jan 23, 2025 | 162 | $218.3M |
| Holowesko Partners Ltd. | 0001428569 | Feb 12, 2025 | 25 | $218.3M |
| Mine & Arao Wealth Creation & Management, LLC. | 0001802994 | Jan 23, 2025 | 76 | $218.2M |
| Thrive Capital Management, LLC | 0001845943 | Feb 13, 2025 | 96 | $218.2M |
| Five Oceans Advisors | 0001876326 | Jan 24, 2025 | 177 | $218.1M |
| Oxford Asset Management LLP | 0001438284 | Feb 14, 2025 | 436 | $218.1M |
| Arkfeld Wealth Strategies, L.L.C. | 0001789382 | Jan 21, 2025 | 93 | $217.8M |
| Visa Foundation | 0001709478 | Feb 10, 2025 | 2 | $217.7M |
| Cornerstone National Bank & Trust Co | 0002104293 | Jan 28, 2026 | 166 | $217.7M |
| Bayshore Asset Management, LLC | 0001906790 | Jan 16, 2025 | 54 | $217.7M |
| 1776 Wealth LLC | 0001803140 | Feb 10, 2025 | 140 | $217.6M |
| HF Advisory Group, LLC | 0001963169 | Jan 15, 2025 | 159 | $217.6M |
| Ransom Advisory, Ltd | 0002065136 | Jan 22, 2026 | 408 | $217.5M |
| Sander Capital Advisors Inc. | 0001173889 | Jan 7, 2025 | 15 | $217.3M |
| Penobscot Wealth Management | 0001875768 | Feb 10, 2025 | 74 | $217.0M |
| Ridgepath Capital Management LLC | 0001943071 | Jan 23, 2025 | 46 | $217.0M |
| Anatole Investment Management Ltd | 0001693745 | Feb 14, 2025 | 11 | $217.0M |
| Cowa, LLC | 0001844480 | Feb 3, 2025 | 122 | $217.0M |
| TKG Advisors, LLC | 0001843275 | Feb 3, 2025 | 90 | $216.9M |
| Range Financial Group LLC | 0001928635 | Jan 7, 2025 | 182 | $216.9M |
| Nokomis Capital, L.L.C. | 0001541055 | Feb 14, 2025 | 45 | $216.7M |
| Paragon Private Wealth Management, LLC | 0001922684 | Feb 7, 2025 | 166 | $216.7M |
| Scalar Gauge Management, LLC | 0001965542 | Feb 12, 2025 | 28 | $216.6M |
| Westerly Capital Management, LLC | 0001546172 | Feb 14, 2025 | 44 | $216.6M |
| Searcy Financial Services Inc. | 0000354923 | Jan 13, 2025 | 26 | $216.6M |
| WestBridge Capital Management, LLC | 0001846644 | Feb 13, 2025 | 1 | $216.3M |
| PCA Investment Advisory Services Inc. | 0001977044 | Jan 14, 2025 | 145 | $216.0M |
| Alpha Wave Global, LP | 0001558858 | Feb 13, 2025 | 22 | $215.9M |
| Luken Investment Analytics, LLC | 0001730546 | Jan 23, 2025 | 136 | $215.9M |
| Powell Investment Advisors, LLC | 0001802195 | Jan 29, 2025 | 157 | $215.9M |
| Discipline Wealth Solutions, LLC | 0002010507 | Feb 26, 2025 | 76 | $215.9M |
| Peoples Financial Services Corp. | 0001056943 | Jan 14, 2025 | 259 | $215.9M |
| Whitebark Investors LP | 0002042091 | Feb 14, 2025 | 9 | $215.8M |
| IMS Capital Management | 0001343916 | Jan 30, 2025 | 135 | $215.8M |
| ADAPT Investment Managers SA | 0002029917 | Feb 14, 2025 | 21 | $215.8M |
| Maryland Capital Advisors Inc. | 0001891201 | Jan 30, 2025 | 258 | $215.7M |
| Franchise Capital Ltd | 0001859388 | Jan 3, 2025 | 16 | $215.7M |
| SVF Sponsor III (DE) LLC | 0001838428 | Feb 14, 2025 | 1 | $215.5M |
| Midwest Heritage Bank, FSB | 0001906805 | Feb 6, 2025 | 54 | $215.5M |
| Leslie Global Wealth, LLC | 0001954832 | Feb 14, 2025 | 71 | $215.4M |
| Madden Advisory Services, Inc. | 0001542284 | Feb 13, 2025 | 99 | $215.4M |
| OV Management LLC | 0002010766 | Feb 12, 2025 | 56 | $215.4M |
| Aspen Investment Management Inc | 0001541596 | Feb 3, 2025 | 141 | $215.4M |
| Strait & Sound Wealth Management LLC | 0001966210 | Feb 18, 2025 | 145 | $215.4M |
| Mad River Investors | 0001384484 | Jan 16, 2025 | 26 | $215.2M |
| CNB Bank | 0001732074 | Jan 15, 2025 | 503 | $215.2M |
| CPA Asset Management Group, LLC | 0001963967 | Feb 4, 2025 | 78 | $215.2M |
| William Marsh Rice University | 0001674705 | Jan 13, 2025 | 3 | $215.1M |
| Forefront Analytics, LLC | 0001696802 | Feb 14, 2025 | 64 | $215.0M |
| Flynn Zito Capital Management, LLC | 0001857144 | Feb 5, 2025 | 124 | $215.0M |
| Dunhill Financial, LLC | 0001948904 | Feb 14, 2025 | 907 | $215.0M |
| Mirabaud Asset Management Ltd | 0001680493 | Feb 13, 2025 | 43 | $215.0M |
| Genesee Capital Advisors, LLC | 0001652348 | Jan 22, 2025 | 122 | $215.0M |
| Caldwell Sutter Capital, Inc. | 0000702007 | Jan 21, 2025 | 898 | $214.9M |
| St. Johns Investment Management Company, LLC | 0001605522 | Jan 21, 2025 | 212 | $214.9M |
| First Financial Corp. | 0000714562 | Jan 13, 2025 | 399 | $214.7M |
| Employees' Retirement Fund of the City of Fort Worth | 0001986812 | Feb 13, 2025 | 11 | $214.4M |
| Hall Capital Management Co. Inc. | 0001122490 | Feb 24, 2025 | 101 | $214.4M |
| Mitchell & Pahl Private Wealth, LLC | 0001836506 | Jan 16, 2025 | 146 | $214.1M |
| Act Wealth Management, LLC | 0001814191 | Jan 17, 2025 | 46 | $213.9M |
| Torque Asset Management LLC | 0002011256 | Feb 14, 2025 | 16 | $213.8M |
| BCR Wealth Strategies, LLC | 0001908380 | Jan 29, 2025 | 26 | $213.8M |
| Eastover Investment Advisors LLC | 0001472800 | Jan 13, 2025 | 47 | $213.7M |
| Verisail Partners, LLC | 0002016904 | Feb 13, 2025 | 34 | $213.6M |
| Sig Brokerage, LP | 0001094429 | Feb 14, 2025 | 134 | $213.6M |
| Veridan Wealth LLC | 0002052405 | Feb 5, 2025 | 82 | $213.5M |
| Arbor Trust Wealth Advisors, LLC | 0001797135 | Jan 16, 2025 | 93 | $213.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 0002035883 | Jan 14, 2025 | 70 | $213.4M |
| Evergreen Private Wealth LLC | 0002010098 | Feb 7, 2025 | 198 | $213.4M |
| Christensen, King & Associates Investment Services, Inc. | 0002032544 | Jan 13, 2025 | 92 | $213.3M |
| Socha Financial Group, LLC | 0001967966 | Jan 28, 2025 | 25 | $213.3M |
| Cook Wealth, LLC | 0001910185 | Jan 24, 2025 | 55 | $213.2M |
| Reliant Wealth Planning | 0001823393 | Jan 28, 2025 | 28 | $213.2M |
| Athos Capital Ltd | 0001681662 | Feb 13, 2025 | 37 | $213.2M |
| Bigelow Investment Advisors, LLC | 0001729516 | Jan 31, 2025 | 146 | $213.1M |
| DCM Advisors, LLC | 0001839498 | Feb 18, 2025 | 38 | $213.1M |
| Pavion Blue Capital, LLC | 0001792565 | Feb 4, 2025 | 99 | $213.0M |
| Wealth Quarterback LLC | 0001803386 | Jan 31, 2025 | 119 | $213.0M |
| Heritage Oak Wealth Advisors LLC | 0002035533 | Feb 5, 2025 | 76 | $212.9M |
| Eq LLC | 0001757605 | Feb 5, 2025 | 62 | $212.9M |
| Norris Financial Group, LLC | 0002129318 | May 20, 2026 | 82 | $212.8M |
| Beacon Investment Advisors LLC | 0001961635 | Feb 14, 2025 | 154 | $212.8M |
| Bullseye Asset Management LLC | 0001513779 | Feb 14, 2025 | 61 | $212.8M |
| Bernard Wealth Management Corp. | 0002056313 | Feb 27, 2025 | 320 | $212.5M |
| Baron Wealth Management LLC | 0001968507 | Jan 23, 2025 | 193 | $212.5M |
| Bluestem Financial Advisors, LLC | 0001820680 | Jan 30, 2025 | 27 | $212.5M |
| Centennial Bank | 0001994744 | Feb 6, 2025 | 313 | $212.4M |
| Great Point Partners LLC | 0001281446 | Feb 14, 2025 | 26 | $212.2M |
| Weitzel Financial Services, Inc. | 0001846789 | Feb 14, 2025 | 41 | $212.2M |
| Spectrum Wealth Advisory Group, LLC | 0001776821 | Jan 31, 2025 | 56 | $212.1M |
| Horizon Bancorp Inc. | 0000706129 | Jan 13, 2025 | 193 | $212.1M |
| Financial Avengers, Inc. | 0001844393 | Feb 18, 2025 | 161 | $212.0M |
| Squadra Investments - Gestao DE Recursos Ltda. | 0001577806 | Feb 14, 2025 | 3 | $211.8M |
| Ted Buchan & Co | 0002033413 | Feb 13, 2025 | 83 | $211.8M |
| ShoreHaven Wealth Partners, LLC | 0001844922 | Jan 30, 2025 | 88 | $211.7M |
| Ranch Capital Advisors Inc. | 0001793269 | Feb 7, 2025 | 141 | $211.7M |
| OnyxPoint Global Management LP | 0001961491 | Feb 14, 2025 | 14 | $211.5M |