| Legacy Financial Group, Inc. | 0001965579 | Aug 12, 2025 | 85 | $338.3M |
| Divergent Planning, LLC | 0001730787 | Jul 30, 2025 | 35 | $338.4M |
| Gradient Capital Advisors, LLC | 0001727917 | Jul 16, 2025 | 162 | $338.5M |
| D.B. Root & Company, LLC | 0001731717 | Jul 22, 2025 | 190 | $338.7M |
| KG Capital Management | 0001771687 | Jul 17, 2025 | 187 | $338.8M |
| Carr Financial Group Corp | 0001931232 | Jul 15, 2025 | 187 | $338.9M |
| Iron Horse Wealth Management, LLC | 0001836270 | Jul 22, 2025 | 591 | $339.0M |
| Roman Butler Fullerton & Co. | 0000733444 | Jul 30, 2025 | 242 | $339.3M |
| Ballast Advisors LLC | 0001803415 | Jul 31, 2025 | 168 | $339.4M |
| Kelly Financial Services LLC | 0002023336 | Jul 17, 2025 | 116 | $339.4M |
| Quantessence Capital LLC | 0002009590 | Aug 14, 2025 | 181 | $339.5M |
| Unio Capital LLC | 0001730565 | Aug 14, 2025 | 21 | $339.6M |
| Nut Tree Capital Management, LP | 0001661655 | Aug 14, 2025 | 10 | $339.7M |
| Silverlake Wealth Management LLC | 0001966026 | Aug 25, 2025 | 316 | $339.8M |
| MPS Loria Financial Planners, LLC | 0001716180 | Jul 29, 2025 | 80 | $339.9M |
| CM Wealth Advisors LLC | 0001764581 | Aug 6, 2025 | 82 | $339.9M |
| Portland Investment Counsel Inc. | 0001081668 | Aug 13, 2025 | 48 | $340.0M |
| Fischer Financial Services, Inc. | 0002064001 | Jul 16, 2025 | 61 | $340.0M |
| Pacifica Capital Investments, LLC | 0001486713 | Aug 13, 2025 | 16 | $340.0M |
| WealthTrust Axiom LLC | 0001425949 | Aug 13, 2025 | 262 | $340.1M |
| RIA Advisory Group LLC | 0001958384 | Aug 13, 2025 | 131 | $340.2M |
| ArchPoint Investors | 0001483472 | Aug 13, 2025 | 69 | $340.3M |
| Bridge Creek Capital Management LLC | 0001670903 | Jul 11, 2025 | 111 | $340.4M |
| Integrated Quantitative Investments LLC | 0002046834 | Aug 11, 2025 | 361 | $340.5M |
| M. Kraus & Co | 0001593688 | Jul 24, 2025 | 83 | $340.7M |
| Prasad Wealth Partners, LLC | 0002048885 | Jul 23, 2025 | 123 | $341.5M |
| Hollow Brook Wealth Management LLC | 0001455251 | Aug 13, 2025 | 88 | $341.8M |
| HWG Holdings LP | 0001599390 | Jul 10, 2025 | 54 | $341.8M |
| Birinyi Associates Inc. | 0001079738 | Jul 23, 2025 | 55 | $341.9M |
| Siena Capital Partners GP, LLC | 0001694886 | Jul 30, 2025 | 100 | $342.1M |
| Roberts Glore & Co. Inc. | 0001017115 | Aug 7, 2025 | 206 | $342.3M |
| Mach-1 Financial Group, LLC | 0001843358 | Aug 11, 2025 | 216 | $342.5M |
| LPWM LLC | 0001801101 | Jul 8, 2025 | 83 | $342.8M |
| Windsor Capital Management, LLC | 0001543100 | Jul 11, 2025 | 120 | $343.0M |
| CWS Financial Advisors, LLC | 0001802459 | Aug 8, 2025 | 136 | $343.7M |
| Walter & Keenan Wealth Management LLC /in/ | 0000752365 | Aug 11, 2025 | 152 | $344.1M |
| Dohj, LLC | 0001801881 | Jul 23, 2025 | 144 | $344.2M |
| Cypress Capital, LLC | 0001729939 | Aug 7, 2025 | 88 | $344.3M |
| United Wealth Management, LLC | 0002055362 | Aug 13, 2025 | 24 | $344.4M |
| Alfreton Capital LLP | 0001873435 | Aug 11, 2025 | 5 | $344.6M |
| Adamsbrown Wealth Consultants LLC | 0001911244 | Jul 8, 2025 | 108 | $344.8M |
| Bay Harbor Wealth Management, LLC | 0001767989 | Jul 22, 2025 | 1,275 | $344.8M |
| Ironsides Asset Advisors, LLC | 0001615135 | Aug 11, 2025 | 66 | $344.8M |
| GSG Advisors LLC | 0001995773 | Jul 9, 2025 | 119 | $344.9M |
| Detalus Advisors, LLC | 0001799677 | Jul 23, 2025 | 172 | $345.0M |
| BOCHK Asset Management Ltd | 0002010854 | Jul 18, 2025 | 54 | $345.1M |
| RFG Holdings, Inc. | 0001845210 | Jul 10, 2025 | 59 | $345.2M |
| Dunhill Financial, LLC | 0001948904 | Aug 5, 2025 | 993 | $345.3M |
| Kelly Financial Group LLC | 0001128066 | Jul 15, 2025 | 84 | $345.6M |
| Yorkville Advisors Global, LP | 0001838613 | Nov 21, 2025 | 20 | $345.7M |
| tru Independence LLC | 0001785445 | Jul 15, 2025 | 120 | $345.8M |
| Lynx1 Capital Management LP | 0001910456 | Aug 14, 2025 | 15 | $346.2M |
| Ayalon Insurance Comp Ltd. | 0001642216 | Jul 16, 2025 | 57 | $346.4M |
| Empire Financial Management Company, LLC | 0001971875 | Aug 13, 2025 | 196 | $346.6M |
| Cardinal Strategic Wealth Guidance | 0001801989 | Jul 21, 2025 | 62 | $346.6M |
| Prosperity Planning, Inc. | 0001843292 | Jul 11, 2025 | 106 | $346.6M |
| Snider Financial Group | 0001820681 | Aug 5, 2025 | 116 | $346.7M |
| Vista Investment Partners LLC | 0002023386 | Jul 10, 2025 | 154 | $346.7M |
| MSH Capital Advisors LLC | 0002056306 | Jul 24, 2025 | 242 | $347.1M |
| PYA Waltman Capital, LLC | 0001800135 | Aug 14, 2025 | 76 | $347.4M |
| Roberts Wealth Advisors, LLC | 0001885319 | Jul 23, 2025 | 94 | $347.9M |
| Core Wealth Advisors, Inc. | 0001770532 | Aug 14, 2025 | 73 | $347.9M |
| Centurion Wealth Management LLC | 0001951368 | Jul 7, 2025 | 233 | $348.7M |
| Flagstone Financial Management | 0001968890 | Jul 29, 2025 | 59 | $348.9M |
| Parisi Gray Wealth Management | 0001716659 | Jul 8, 2025 | 121 | $348.9M |
| Riverview Capital Advisers, LLC | 0001962933 | Aug 13, 2025 | 97 | $349.0M |
| Great Oak Capital Partners, LLC | 0002012868 | Jul 15, 2025 | 35 | $349.2M |
| Total Clarity Wealth Management, Inc. | 0001804909 | Jul 25, 2025 | 285 | $349.2M |
| Uptick Partners, LLC | 0002005353 | Jul 28, 2025 | 219 | $349.3M |
| Global Wealth Strategies & Associates | 0001912297 | Jul 7, 2025 | 378 | $349.4M |
| K2 Principal Fund, L.P. | 0001461790 | Aug 14, 2025 | 248 | $349.4M |
| Prostatis Group LLC | 0001649186 | Jul 25, 2025 | 156 | $349.4M |
| Contrarian Capital Management, L.L.C. | 0001050417 | Aug 13, 2025 | 34 | $349.5M |
| PARUS FINANCE (UK) Ltd | 0001611519 | Aug 15, 2025 | 32 | $349.7M |
| NFC Investments, LLC | 0001512858 | Aug 12, 2025 | 36 | $349.7M |
| Shilanski & Associates, Inc. | 0001722084 | Aug 1, 2025 | 108 | $350.0M |
| Wendel SE | 0001721938 | Jul 28, 2025 | 1 | $350.1M |
| Arvin Capital Management LP | 0001961738 | Aug 13, 2025 | 24 | $350.2M |
| Integral Investment Advisors, Inc. | 0001902826 | Aug 1, 2025 | 156 | $350.4M |
| Fulcrum Asset Management LLP | 0001353395 | Nov 24, 2025 | 181 | $350.5M |
| ShankerValleau Wealth Advisors, Inc. | 0001903273 | Jul 8, 2025 | 40 | $350.5M |
| Guidance Capital, Inc. | 0001958743 | Aug 7, 2025 | 204 | $350.5M |
| Donoghue Forlines LLC | 0001702435 | Aug 8, 2025 | 102 | $350.6M |
| Strategic Family Wealth Counselors, L.L.C. | 0001729755 | Aug 13, 2025 | 146 | $351.0M |
| Puzo Michael J | 0001053914 | Jul 23, 2025 | 71 | $351.0M |
| Prism Advisors, Inc. | 0001717027 | Jul 8, 2025 | 71 | $351.2M |
| Steamboat Capital Partners, LLC | 0001635663 | Aug 14, 2025 | 58 | $351.2M |
| Access Investment Management LLC | 0002010477 | Aug 5, 2025 | 175 | $351.2M |
| New York Life Insurance Co. | 0000071633 | Aug 13, 2025 | 5 | $351.3M |
| Xcel Wealth Management, LLC | 0001791002 | Jul 15, 2025 | 129 | $351.4M |
| Peak Financial Management, Inc. | 0001669662 | Jul 23, 2025 | 95 | $351.6M |
| Boltwood Capital Management | 0001563690 | Jul 8, 2025 | 172 | $351.8M |
| Van Den Berg Management I, Inc. | 0001142062 | Aug 14, 2025 | 110 | $351.8M |
| Grey Rock Energy Management, LLC | 0002053459 | Jul 21, 2025 | 1 | $352.0M |
| Hudson Capital Management LLC | 0001727342 | Jul 28, 2025 | 73 | $352.5M |
| Home Federal Bank of Tennessee | 0001665446 | Jul 15, 2025 | 78 | $352.7M |
| Garda Capital Partners LP | 0001666905 | Aug 7, 2025 | 56 | $352.7M |
| Pensionfund Sabic | 0001637246 | Mar 26, 2026 | 214 | $352.9M |
| Hartree Partners, LP | 0001597857 | Aug 13, 2025 | 56 | $352.9M |
| Nordflint Capital Partners Fondsmaeglerselskab A/S | 0001815421 | Sep 4, 2026 | 1 | $352.9M |