| Legacy Financial Independent Advisors LLC | 0002131510 | Aug 10, 2026 | 124 | $212.6M |
| Gerber, LLC | 0002014164 | Jul 29, 2026 | 96 | $212.6M |
| Aegis Wealth Management LLC | 0001628818 | Aug 7, 2026 | 160 | $212.6M |
| KM Capital Management Ltd. | 0001963514 | Aug 17, 2026 | 48 | $212.8M |
| 4Thought Financial Group Inc. | 0001840261 | Jul 28, 2026 | 99 | $212.8M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0002111343 | Jul 21, 2026 | 91 | $212.8M |
| Islay Capital Management, LLC | 0001738560 | Aug 13, 2026 | 230 | $212.9M |
| WIT Partners Advisory Pte. Ltd. | 0002000043 | Aug 12, 2026 | 16 | $213.0M |
| Birchbrook, Inc. | 0002071468 | Jul 9, 2026 | 305 | $213.1M |
| MAC Alpha Capital Management, LP | 0002111003 | Sep 21, 2026 | 21 | $213.1M |
| LFG Wealth Partners, LLC | 0002044171 | Aug 5, 2026 | 98 | $213.3M |
| Evergreen Wealth Management, LLC | 0001965292 | Jul 31, 2026 | 55 | $213.3M |
| Horizon Bancorp Inc. | 0000706129 | Aug 4, 2026 | 197 | $213.3M |
| Griffith & Werner, Inc. | 0002057200 | Jul 30, 2026 | 71 | $213.4M |
| Alchemi Wealth, LLC | 0002110606 | Jul 29, 2026 | 167 | $213.4M |
| Stephenson & Company, Inc. | 0002001544 | Jul 28, 2026 | 50 | $213.5M |
| Ararat Capital Management LP | 0001768757 | Aug 14, 2026 | 17 | $213.5M |
| Ayrshire Capital Management LLC | 0001801563 | Jul 14, 2026 | 50 | $213.5M |
| Keynote Financial Services LLC | 0002026127 | Aug 3, 2026 | 185 | $213.6M |
| Fortis Advisors, LLC | 0001697478 | Aug 13, 2026 | 122 | $213.6M |
| Kingsman Wealth Management, Inc. | 0002066184 | Jul 22, 2026 | 76 | $213.6M |
| Taylor Frigon Capital Management LLC | 0001632665 | Jul 23, 2026 | 93 | $213.6M |
| Tassel Capital Management, Inc. | 0001999208 | Aug 7, 2026 | 45 | $213.7M |
| Birchview Capital, LP | 0001618205 | Aug 14, 2026 | 72 | $213.8M |
| Eliot Finkel Investment Counsel, LLC | 0001641643 | Aug 3, 2026 | 33 | $213.9M |
| Cladis Investment Advisory, LLC | 0001911520 | Aug 13, 2026 | 173 | $214.0M |
| Econ Financial Services Corp | 0001659718 | Jul 23, 2026 | 72 | $214.0M |
| Mader & Shannon Wealth Management, Inc. | 0001535862 | Jul 7, 2026 | 21 | $214.1M |
| Broadway Wealth Solutions, Inc. | 0002021265 | Jul 13, 2026 | 92 | $214.1M |
| Successful Portfolios LLC | 0001721780 | Jul 14, 2026 | 199 | $214.1M |
| Starwood Capital Group Management, L.L.C. | 0001388788 | Aug 14, 2026 | 6 | $214.1M |
| Fort Vancouver Investment Management, LLC | 0002032698 | Jul 30, 2026 | 62 | $214.1M |
| Holos Integrated Wealth LLC | 0002080096 | Jul 15, 2026 | 378 | $214.2M |
| Kearns & Associates LLC | 0001908695 | Jul 23, 2026 | 41 | $214.2M |
| Bayshore Capital Advisors, LLC | 0001598176 | Jul 22, 2026 | 42 | $214.2M |
| RH Tailwind Management, LLC | 0002065331 | Aug 14, 2026 | 23 | $214.2M |
| Knoll Capital Management, LLC | 0001325083 | Sep 10, 2026 | 37 | $214.3M |
| Pinnacle Wealth Management Group, Inc. | 0001868491 | Jul 15, 2026 | 128 | $214.4M |
| One Wealth Map LLC | 0001802635 | Jul 31, 2026 | 90 | $214.4M |
| VAUGHAN & Co SECURITIES, INC. | 0000805870 | Aug 3, 2026 | 61 | $214.4M |
| Praesidium Investment Management Company, LLC | 0001320769 | Aug 14, 2026 | 12 | $214.5M |
| Signature Wealth Management Partners, LLC | 0001824694 | Jul 29, 2026 | 121 | $214.5M |
| Sowa Financial Group, Inc. | 0001806226 | Jul 28, 2026 | 29 | $214.5M |
| LifeSteps Financial, Inc. | 0001801373 | Jul 17, 2026 | 792 | $214.5M |
| Nipun Capital, L.P. | 0001781566 | Jul 8, 2026 | 8 | $214.5M |
| Riverchase Wealth Management, LLC | 0002055985 | Jul 20, 2026 | 79 | $214.6M |
| Peterson Wealth Management | 0001785144 | Jul 30, 2026 | 184 | $214.6M |
| Crown Oak Advisors, LLC | 0002009273 | Jul 17, 2026 | 23 | $214.7M |
| GLR Partners, LLC | 0002134831 | Jul 27, 2026 | 111 | $214.7M |
| KRS Capital Management, LLC | 0001910876 | Jul 20, 2026 | 124 | $214.8M |
| Kellett Wealth Advisors, LLC | 0001910381 | Jul 23, 2026 | 97 | $214.8M |
| Gouws Capital LLC | 0001908828 | Jul 13, 2026 | 55 | $215.0M |
| Base Wealth Management LLC | 0002083977 | Jul 22, 2026 | 66 | $215.0M |
| Legacy Capital Wealth Management, LLC | 0002071183 | Aug 13, 2026 | 72 | $215.0M |
| Destiny Capital Corp | 0001965275 | Aug 10, 2026 | 58 | $215.0M |
| Cassady Wealth & Retirement Planning, LLC | 0002121075 | Jul 27, 2026 | 104 | $215.0M |
| Lipe & Dalton | 0001570396 | Jul 14, 2026 | 94 | $215.1M |
| Cornerstone Wealth Partners, LLC | 0002109292 | Aug 3, 2026 | 17 | $215.1M |
| Franchise GP Ltd | 0002083646 | Jul 22, 2026 | 39 | $215.2M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0001694895 | Jul 28, 2026 | 95 | $215.2M |
| Wealth Intelligence, LLC | 0002112078 | Jul 13, 2026 | 59 | $215.3M |
| Hardin Capital Partners, LLC | 0002033094 | Jul 7, 2026 | 141 | $215.4M |
| Capital Wealth Alliance, LLC | 0001803277 | Jul 31, 2026 | 98 | $215.4M |
| Capstone Wealth Management, LLC | 0002019411 | Jul 23, 2026 | 188 | $215.5M |
| FOCUS Wealth Advisors, LLC | 0001845643 | Jul 7, 2026 | 61 | $215.7M |
| Petra Financial Advisors Inc. | 0001971427 | Jul 24, 2026 | 168 | $215.7M |
| Aua Capital Management, LLC | 0001706915 | Jul 29, 2026 | 84 | $215.8M |
| J Hagan Capital, Inc. | 0002059107 | Aug 14, 2026 | 92 | $215.9M |
| Sharp Wealth Advisory, LLC | 0001733194 | Jul 24, 2026 | 127 | $215.9M |
| Kennicott Capital Management LLC | 0001863265 | Jul 10, 2026 | 46 | $215.9M |
| Planning Directions Inc. | 0000821103 | Aug 10, 2026 | 110 | $215.9M |
| Chokshi & Queen Wealth Advisors, Inc | 0002057199 | Aug 14, 2026 | 60 | $215.9M |
| Brendel Financial Advisors LLC | 0001768065 | Jul 31, 2026 | 101 | $216.0M |
| Pullen Investment Management, LLC | 0002011668 | Jul 29, 2026 | 98 | $216.0M |
| GuidedMoney, LLC | 0002112951 | Jul 28, 2026 | 34 | $216.0M |
| Paragon Capital Management LLC | 0001388437 | Aug 5, 2026 | 60 | $216.1M |
| Friedenthal Financial | 0001598611 | Jul 13, 2026 | 253 | $216.1M |
| SWP Financial LLC | 0002014200 | Jul 24, 2026 | 78 | $216.2M |
| Barnes Wealth Management Group, Inc | 0002066194 | Jul 24, 2026 | 195 | $216.2M |
| LuminArx Capital Management LP | 0001992915 | Aug 14, 2026 | 55 | $216.3M |
| Enstar Group LTD | 0001363829 | Aug 14, 2026 | 9 | $216.4M |
| OMNI 360 Wealth, Inc. | 0002010436 | Jul 13, 2026 | 135 | $216.4M |
| Ballast Rock Private Wealth LLC | 0002106928 | Aug 10, 2026 | 192 | $216.5M |
| Security National Bank of So Dak | 0001105909 | Sep 18, 2026 | 287 | $216.6M |
| Chou Associates Management Inc. | 0001389403 | Aug 12, 2026 | 31 | $216.6M |
| Bellevue Asset Management, LLC | 0001801619 | Aug 4, 2026 | 578 | $216.7M |
| Vision Capital Corp | 0001764403 | Aug 13, 2026 | 13 | $216.8M |
| Guardian Asset Advisors, LLC | 0002021272 | Jul 21, 2026 | 124 | $216.9M |
| Jones Kertz & Associates, Inc. | 0002104438 | Jul 23, 2026 | 66 | $216.9M |
| Essential Partners LLC | 0002136442 | Aug 10, 2026 | 2,853 | $217.0M |
| OmniStar Financial Group, Inc. | 0001698777 | Jul 27, 2026 | 118 | $217.0M |
| Envision Financial LLC | 0002051355 | Jul 10, 2026 | 48 | $217.1M |
| Delta Capital Management LLC | 0000893738 | Jul 16, 2026 | 108 | $217.2M |
| Corrado Advisors, LLC | 0001482611 | Jul 29, 2026 | 120 | $217.3M |
| Central Asset Investments & Management Holdings (HK) Ltd | 0001583672 | Aug 10, 2026 | 17 | $217.3M |
| Carolina Wealth Management Inc | 0002145383 | Aug 11, 2026 | 114 | $217.4M |
| NEXTBio Capital Management LP | 0002038158 | Aug 14, 2026 | 22 | $217.4M |
| Hager Investment Management Services, LLC | 0002026645 | Jul 20, 2026 | 352 | $217.4M |
| Pearl Planning LLC | 0002100519 | Jul 21, 2026 | 58 | $217.4M |
| Wolff Wiese Magana LLC | 0001832097 | Jul 13, 2026 | 1,027 | $217.5M |