| Revisor Wealth Management LLC | 0001887409 | Apr 28, 2025 | 221 | $224.8M |
| Alpha Financial Advisors, LLC | 0001972138 | Apr 23, 2025 | 48 | $224.9M |
| Spectrum Asset Management, Inc. (NB/CA) | 0001632078 | Apr 16, 2025 | 84 | $225.1M |
| Kensington Investment Counsel, LLC | 0001845536 | May 15, 2025 | 94 | $225.1M |
| Slagle Financial, LLC | 0001984918 | Apr 30, 2025 | 99 | $225.2M |
| Range Financial Group LLC | 0001928635 | Apr 14, 2025 | 180 | $225.3M |
| Lind Value II ApS | 0001891185 | Apr 8, 2025 | 9 | $225.5M |
| Wills Financial Group LLC | 0002059579 | May 9, 2025 | 62 | $225.5M |
| Juniper Capital Advisors, L.P. | 0002011609 | Feb 17, 2026 | 1 | $225.6M |
| Elyxium Wealth, LLC | 0002043538 | May 5, 2025 | 153 | $225.7M |
| Schulhoff & Co. Inc. | 0001080197 | May 7, 2025 | 131 | $225.9M |
| Eagle Capital Management, LLC | 0001600746 | Apr 15, 2025 | 40 | $225.9M |
| Davis Investment Partners, LLC | 0001963865 | Apr 15, 2025 | 143 | $226.0M |
| Warner Financial, Inc. | 0001927175 | Apr 21, 2025 | 114 | $226.1M |
| Timonier Family Office, LTD. | 0002038170 | Apr 23, 2025 | 50 | $226.1M |
| Cherokee Insurance Co | 0002077903 | Aug 21, 2025 | 123 | $226.3M |
| TPG Financial Advisors, LLC | 0001706669 | Apr 16, 2025 | 65 | $226.3M |
| Rise Advisors, LLC | 0001831316 | May 15, 2025 | 1,501 | $226.3M |
| Whetstone Capital Advisors, LLC | 0001607278 | May 14, 2025 | 28 | $226.3M |
| Toews Corp. | 0000932000 | May 9, 2025 | 8 | $226.4M |
| Canada Post Corp Registered Pension Plan | 0001991835 | May 16, 2025 | 48 | $226.5M |
| Atle Fund Management AB | 0001381843 | May 5, 2025 | 37 | $226.5M |
| Maryland Capital Advisors Inc. | 0001891201 | May 6, 2025 | 235 | $226.6M |
| California First Leasing Corp. | 0000803016 | Apr 29, 2025 | 44 | $226.6M |
| Landmark Wealth Management, LLC | 0001728778 | May 2, 2025 | 75 | $226.7M |
| Meredith Wealth Planning | 0001956471 | May 8, 2025 | 51 | $226.7M |
| Sara-Bay Financial | 0001816444 | Apr 11, 2025 | 76 | $226.8M |
| Lumbard & Kellner, LLC | 0001602476 | Apr 21, 2025 | 82 | $226.8M |
| New Mountain Capital, L.L.C. | 0001407718 | May 15, 2025 | 1 | $226.9M |
| CPA Asset Management Group, LLC | 0001963967 | Apr 21, 2025 | 84 | $227.2M |
| Palogic Value Management, L.P. | 0001532943 | May 19, 2025 | 154 | $227.2M |
| Alteri Wealth LLC | 0002054980 | May 7, 2025 | 250 | $227.3M |
| Verger Capital Management LLC | 0001627417 | May 14, 2025 | 14 | $227.3M |
| Potomac Fund Management Inc. | 0000826000 | Oct 2, 2025 | 72 | $227.5M |
| Buttonwood Financial Advisors Inc. | 0001904033 | Apr 25, 2025 | 96 | $227.5M |
| Baron Wealth Management LLC | 0001968507 | May 14, 2025 | 210 | $227.6M |
| Heritage Oak Wealth Advisors LLC | 0002035533 | Apr 28, 2025 | 69 | $227.6M |
| Olympus Wealth Management, LLC | 0001995674 | Apr 23, 2025 | 20 | $227.7M |
| BCR Wealth Strategies, LLC | 0001908380 | May 9, 2025 | 26 | $227.7M |
| Absolute Gestao de Investimentos Ltda. | 0001622610 | May 14, 2025 | 37 | $227.8M |
| Garner Asset Management Corp | 0001714093 | May 6, 2025 | 155 | $227.9M |
| Eukles Asset Management | 0001632553 | Apr 29, 2025 | 224 | $227.9M |
| GP Brinson Investments LLC | 0001860928 | Apr 1, 2025 | 15 | $228.1M |
| GPM Growth Investors, Inc. | 0001799367 | May 2, 2025 | 44 | $228.1M |
| Tanglewood Legacy Advisors, LLC | 0001965616 | Apr 22, 2025 | 293 | $228.2M |
| Wayfinding Financial, LLC | 0001898131 | Apr 29, 2025 | 741 | $228.2M |
| Ruggaard & Associates LLC | 0001971230 | May 15, 2025 | 115 | $228.3M |
| Monte Financial Group, LLC | 0001755651 | Apr 22, 2025 | 82 | $228.5M |
| Sweeney & Michel, LLC | 0001979556 | Apr 9, 2025 | 119 | $228.5M |
| LFL Advisers, LLC | 0001694127 | May 13, 2025 | 8 | $228.6M |
| HF Advisory Group, LLC | 0001963169 | Apr 10, 2025 | 160 | $228.8M |
| Left Brain Wealth Management, LLC | 0001957370 | May 1, 2025 | 89 | $229.1M |
| Silver Lake Advisory, LLC | 0001596055 | Apr 23, 2025 | 99 | $229.2M |
| Elevation Capital Advisory, LLC | 0001871112 | May 13, 2025 | 58 | $229.3M |
| Phoenix Wealth Advisors | 0001842362 | May 14, 2025 | 124 | $229.5M |
| Fluent Financial, LLC | 0001722283 | Apr 10, 2025 | 59 | $229.5M |
| Dean Capital Management | 0001455468 | May 16, 2025 | 132 | $229.5M |
| Bayforest Capital Ltd | 0002048423 | May 19, 2025 | 712 | $229.6M |
| Dover Advisors, LLC | 0001964541 | Apr 16, 2025 | 162 | $229.6M |
| Cutter Capital Management, LP | 0001983313 | May 15, 2025 | 21 | $229.6M |
| McCarthy & Cox | 0002020726 | Apr 14, 2025 | 61 | $229.7M |
| Forge First Asset Management Inc. | 0001963062 | May 9, 2025 | 31 | $229.7M |
| Sonata Capital Group Inc. | 0001172036 | Apr 29, 2025 | 112 | $229.7M |
| Benson Investment Management Company, Inc. | 0001694896 | Apr 10, 2025 | 48 | $229.7M |
| Selective Wealth Management, Inc. | 0001755670 | Apr 14, 2025 | 104 | $229.8M |
| Jacobsen Capital Management | 0001782491 | Apr 25, 2025 | 100 | $230.2M |
| Cambridge Financial Group, Inc. | 0001334199 | May 13, 2025 | 33 | $230.2M |
| Forum Private Client Group LLC | 0001910636 | May 1, 2025 | 76 | $230.4M |
| Financial Partners Group, LLC | 0001965246 | Apr 18, 2025 | 81 | $230.4M |
| Hanover Advisors Inc. | 0000914973 | May 14, 2025 | 94 | $230.6M |
| New Republic Capital, LLC | 0001989988 | May 7, 2025 | 245 | $230.7M |
| OneAscent Wealth Management LLC | 0001844707 | May 5, 2025 | 154 | $230.7M |
| Arkfeld Wealth Strategies, L.L.C. | 0001789382 | Apr 11, 2025 | 98 | $230.7M |
| Bardin Hill Management Partners LP | 0001616416 | May 15, 2025 | 25 | $230.9M |
| Crestmont Private Wealth LLC | 0001873372 | Apr 10, 2025 | 77 | $231.0M |
| Alexander Labrunerie & Co., Inc. | 0002024333 | May 5, 2025 | 107 | $231.0M |
| Ardent Capital Management, Inc. | 0001888792 | May 12, 2025 | 44 | $231.1M |
| Searcy Financial Services Inc. | 0000354923 | Apr 17, 2025 | 26 | $231.1M |
| Axis Capital Holdings Ltd. | 0001214816 | Apr 30, 2025 | 2 | $231.2M |
| Daventry Group, LP | 0001823718 | May 15, 2025 | 7 | $231.3M |
| Elevation Wealth Partners, LLC | 0001976256 | Apr 9, 2025 | 498 | $231.3M |
| Stonebridge Capital Management Inc. | 0000051812 | May 12, 2025 | 85 | $231.3M |
| Malaga Cove Capital, LLC | 0001603001 | May 9, 2025 | 175 | $231.4M |
| Rossby Financial, LCC | 0002056510 | Apr 28, 2025 | 1,071 | $231.6M |
| Westwood Wealth Management | 0001861125 | May 14, 2025 | 45 | $231.9M |
| Nokomis Capital, L.L.C. | 0001541055 | May 15, 2025 | 48 | $232.0M |
| Etesian Wealth Advisors, Inc. | 0001997586 | Apr 24, 2025 | 138 | $232.0M |
| Pioneer Wealth Management Group | 0001973339 | Apr 9, 2025 | 38 | $232.2M |
| Barrett & Company, Inc. | 0000887602 | Apr 21, 2025 | 619 | $232.3M |
| Rooted Wealth Advisors, Inc. | 0001963732 | Apr 8, 2025 | 91 | $232.3M |
| Spider Management Company, LLC | 0001791621 | Apr 23, 2025 | 4 | $232.4M |
| Susquehanna Portfolio Strategies, LLC | 0001996449 | May 14, 2025 | 160 | $232.6M |
| X-Square Capital, LLC | 0001729300 | May 9, 2025 | 154 | $232.6M |
| MKA Charitable Fund | 0002010351 | May 14, 2025 | 1 | $232.6M |
| Wealth Advisors of Iowa, LLC | 0001803005 | May 12, 2025 | 74 | $232.6M |
| Neumann Advisory Hong Kong Ltd | 0001727862 | Apr 8, 2025 | 10 | $232.7M |
| Eaton-Cambridge Inc. | 0002011052 | May 13, 2025 | 34 | $232.8M |
| Bourne Lent Asset Management Inc. | 0001128286 | Apr 14, 2025 | 61 | $233.1M |
| Wind River Trust Co | 0001657703 | May 15, 2025 | 9 | $233.1M |
| Weinberger Asset Management, Inc | 0002051705 | Apr 8, 2025 | 80 | $233.1M |