| Marshall & Sullivan Inc. | 0000820123 | Jan 13, 2025 | 41 | $204.6M |
| Private Wealth Group, LLC | 0001512780 | Jan 17, 2025 | 65 | $204.5M |
| Alexis Investment Partners, LLC | 0002054271 | Feb 13, 2025 | 88 | $204.5M |
| Decade Renewable Partners LP | 0001915836 | Feb 14, 2025 | 31 | $204.4M |
| Shira Ridge Wealth Management | 0001961210 | Jan 14, 2025 | 77 | $204.4M |
| Bluesphere Advisors LLC | 0001844108 | Jan 24, 2025 | 106 | $204.3M |
| Brogan Financial, Inc. | 0001889918 | Feb 13, 2025 | 56 | $204.2M |
| Towerpoint Wealth, LLC | 0001731445 | Jan 15, 2025 | 81 | $204.2M |
| Compass Rose Asset Management, LP | 0001758811 | Feb 14, 2025 | 13 | $204.2M |
| O'ROURKE & COMPANY, Inc | 0001911468 | Feb 13, 2025 | 147 | $204.1M |
| Unison Asset Management LLC | 0001840755 | Jan 28, 2025 | 32 | $204.0M |
| Quad-Cities Investment Group, LLC | 0001741426 | Jan 14, 2025 | 179 | $204.0M |
| Aft, Forsyth & Company, Inc. | 0001512073 | Jan 29, 2025 | 126 | $203.9M |
| Summa Corp. | 0001954929 | Jan 23, 2025 | 61 | $203.9M |
| Investmark Advisory Group LLC | 0001926349 | Feb 18, 2025 | 115 | $203.9M |
| Freemont Management S.A. | 0001609120 | Feb 10, 2025 | 74 | $203.7M |
| Autumn Glory Partners, LLC | 0001911621 | Jan 30, 2025 | 172 | $203.7M |
| Burford Brothers, Inc. | 0002001434 | Jan 24, 2025 | 156 | $203.7M |
| FIDELIS iM, LLC | 0001894206 | Jan 21, 2025 | 21 | $203.7M |
| Parker Financial LLC | 0001965668 | Feb 3, 2025 | 35 | $203.6M |
| Maltin Wealth Management, Inc. | 0001764260 | Jan 16, 2025 | 129 | $203.5M |
| Cherry Creek Investment Advisors, Inc. | 0001877829 | Jan 22, 2025 | 110 | $203.5M |
| Gunderson Capital Management LLC | 0001792397 | Jan 13, 2025 | 37 | $203.4M |
| Union Savings Bank | 0001985855 | Jan 16, 2025 | 290 | $203.4M |
| Deseret Mutual Benefit Administrators | 0001789351 | Feb 3, 2025 | 489 | $203.3M |
| Eads & Heald Wealth Management | 0001035912 | Jan 17, 2025 | 135 | $203.3M |
| TAGStone Capital, Inc. | 0001903044 | Feb 11, 2025 | 92 | $203.2M |
| Avaii Wealth Management, LLC | 0001904431 | Jan 21, 2025 | 128 | $203.2M |
| Benchmark Wealth Management, LLC | 0001788241 | Jan 7, 2025 | 52 | $203.1M |
| Sequent Asset Management, LLC | 0001509550 | Jan 24, 2025 | 86 | $203.1M |
| Adapt Wealth Advisors, LLC | 0002013937 | Feb 14, 2025 | 70 | $203.1M |
| Trueblood Wealth Management, LLC | 0002005380 | Jan 16, 2025 | 225 | $202.9M |
| Boyd Wealth Management, LLC | 0001846114 | Jan 23, 2025 | 48 | $202.8M |
| Birnam Oak Advisors, LP | 0001997245 | Feb 10, 2025 | 25 | $202.7M |
| Disciplined Investments, LLC | 0001812492 | Feb 6, 2025 | 124 | $202.7M |
| Painted Porch Advisors LLC | 0002024585 | Jul 14, 2025 | 485 | $202.7M |
| Standard General L.P. | 0001409888 | Feb 14, 2025 | 3 | $202.7M |
| TenCore Partners, LP | 0001755784 | Feb 14, 2025 | 12 | $202.7M |
| Ironwood Wealth Management, Inc. | 0001844821 | Jan 24, 2025 | 22 | $202.7M |
| HarbourVest Partners LLC | 0001201001 | Feb 14, 2025 | 22 | $202.6M |
| Plum Street Advisors, LLC | 0002068236 | May 29, 2025 | 81 | $202.6M |
| Starr Indemnity & Liability Co | 0001640521 | Feb 12, 2025 | 5 | $202.5M |
| Integrated Quantitative Investments LLC | 0002046834 | Feb 13, 2025 | 287 | $202.4M |
| Ergawealth Advisors, Inc. | 0001973209 | Feb 5, 2025 | 63 | $202.4M |
| Wimmer Associates 1, LLC | 0001667019 | Feb 14, 2025 | 110 | $202.3M |
| Bernzott Capital Advisors | 0001260468 | Jan 15, 2025 | 42 | $202.2M |
| Pennington Partners & Co., LLC | 0001779355 | Feb 14, 2025 | 91 | $201.8M |
| Ballast Asset Management, LP | 0001998389 | Feb 12, 2025 | 53 | $201.7M |
| Medallion Wealth Advisors, LLC | 0002131139 | Apr 24, 2026 | 1,022 | $201.6M |
| Incentive AS | 0001665221 | Feb 11, 2025 | 2 | $201.6M |
| ORIX Corp | 0001070304 | Feb 13, 2025 | 1 | $201.5M |
| Gallacher Capital Management LLC | 0001960749 | Feb 10, 2025 | 285 | $201.5M |
| Brown Shipley& Co Ltd | 0001912970 | Feb 18, 2025 | 65 | $201.4M |
| Seneca Financial Advisors LLC | 0002082922 | Aug 27, 2025 | 55 | $201.4M |
| Holistic Financial Partners | 0001729304 | Feb 4, 2025 | 123 | $201.4M |
| TFR Capital, LLC. | 0002059325 | Mar 6, 2025 | 115 | $201.3M |
| Firethorn Wealth Partners, LLC | 0001845743 | Jan 21, 2025 | 160 | $201.3M |
| Raelipskie Partnership | 0002023896 | Jan 31, 2025 | 121 | $201.3M |
| Heights Capital Management, Inc. | 0001081698 | Feb 14, 2025 | 144 | $201.3M |
| Wetzel Investment Advisors, Inc. | 0002009211 | Jan 22, 2025 | 121 | $201.2M |
| Sivia Capital Partners, LLC | 0002012032 | Jan 13, 2025 | 204 | $201.2M |
| Doma Perpetual Capital Management LLC | 0001962221 | Feb 14, 2025 | 8 | $201.0M |
| Abbot Financial Management, Inc. | 0001714341 | Feb 6, 2025 | 124 | $200.9M |
| Clarus Wealth Advisors | 0001730149 | Jan 14, 2025 | 119 | $200.9M |
| Ironwood Investment Management LLC | 0001127761 | Feb 10, 2025 | 169 | $200.8M |
| New England Professional Planning Group Inc. | 0001540867 | Feb 4, 2025 | 48 | $200.8M |
| Blackston Financial Advisory Group, LLC | 0001910984 | Feb 3, 2025 | 134 | $200.8M |
| Siguler Guff Advisers, LLC | 0001328551 | Jan 23, 2025 | 4 | $200.8M |
| Verger Capital Management LLC | 0001627417 | Feb 3, 2025 | 14 | $200.7M |
| Blue Square Asset Management, LLC | 0001769578 | Jan 21, 2025 | 70 | $200.6M |
| Heritage Family Offices, LLP | 0002019316 | Jan 14, 2025 | 184 | $200.4M |
| Stephens Group, LLC | 0001427999 | Jan 7, 2025 | 3 | $200.2M |
| Powers Advisory Group, LLC | 0001927474 | Jan 23, 2025 | 103 | $199.7M |
| Mb, Levis & Associates, LLC | 0002065807 | May 7, 2025 | 291 | $199.7M |
| Physician Wealth Solutions Inc. | 0002007116 | Feb 6, 2025 | 41 | $199.7M |
| New Insight Wealth Advisors | 0002022328 | Feb 7, 2025 | 90 | $199.7M |
| Prosperity Financial Group, Inc. | 0001991334 | Feb 7, 2025 | 167 | $199.6M |
| Kinloch Capital, LLC | 0001818557 | Feb 18, 2025 | 77 | $199.6M |
| Jupiter Wealth Management LLC | 0001774207 | Feb 20, 2025 | 89 | $199.6M |
| Moneywise, Inc. | 0001703080 | Jan 27, 2025 | 51 | $199.5M |
| Lodestone Wealth Management LLC | 0001950158 | Jan 30, 2025 | 150 | $199.4M |
| Anthracite Investment Company, Inc. | 0001809930 | Feb 12, 2025 | 81 | $199.4M |
| Register Financial Advisors LLC | 0001962636 | Jan 22, 2025 | 295 | $199.2M |
| Hapanowicz & Associates Financial Services, Inc | 0001695959 | Feb 3, 2025 | 28 | $199.1M |
| Fogel Capital Management, Inc. | 0002011427 | Jan 27, 2025 | 41 | $199.0M |
| Argentarii, LLC | 0002030055 | Feb 7, 2025 | 160 | $199.0M |
| Sunpointe, LLC | 0002012181 | Feb 3, 2025 | 194 | $198.9M |
| AMS Capital Ltda | 0001717977 | Jan 30, 2025 | 16 | $198.9M |
| Boit C F David | 0001308331 | Jan 24, 2025 | 126 | $198.9M |
| Trellis Wealth Advisors LLC | 0001989031 | Feb 3, 2025 | 33 | $198.9M |
| Deane Retirement Strategies, Inc. | 0001659346 | Jan 23, 2025 | 71 | $198.8M |
| TCFG Wealth Management, LLC | 0001548059 | Jan 30, 2025 | 226 | $198.7M |
| Birch Capital Management, LLC | 0001799859 | Jan 7, 2025 | 84 | $198.7M |
| Stilwell Value LLC | 0001397076 | Feb 13, 2025 | 32 | $198.5M |
| Idaho Trust Co | 0001568069 | Feb 7, 2025 | 75 | $198.5M |
| Madison International Realty Holdings, LLC | 0001640680 | Feb 12, 2025 | 2 | $198.4M |
| Sitrin Capital Management LLC | 0001664771 | Feb 5, 2025 | 40 | $198.4M |
| Nova R Wealth, Inc. | 0001729457 | Jan 30, 2025 | 81 | $198.4M |
| Beaton Management Co. Inc. | 0001714678 | Jan 31, 2025 | 134 | $198.4M |
| SGL Investment Advisors, Inc. | 0002043186 | Feb 14, 2025 | 114 | $198.4M |