| Mindset Wealth Management, LLC | 0002044232 | Nov 14, 2025 | 177 | $366.9M |
| Beam Wealth Advisors, Inc. | 0001803426 | Nov 5, 2025 | 109 | $367.0M |
| Ogborne Capital Management, LLC | 0001619083 | Nov 14, 2025 | 10 | $367.0M |
| CLG LLC | 0002059872 | Nov 14, 2025 | 135 | $367.1M |
| United Wealth Management, LLC | 0002055362 | Nov 12, 2025 | 23 | $367.5M |
| Divisar Capital Management LLC | 0001645721 | Nov 14, 2025 | 25 | $367.6M |
| Modus Advisors, LLC | 0001799284 | Nov 5, 2025 | 116 | $367.6M |
| Investment Advisory Group, LLC | 0001910273 | Nov 3, 2025 | 190 | $367.7M |
| Muhlenkamp & Co. Inc. | 0001133219 | Nov 7, 2025 | 31 | $367.9M |
| Pacifica Capital Investments, LLC | 0001486713 | Nov 12, 2025 | 14 | $368.1M |
| Once Capital Management, LLC | 0001712892 | Oct 14, 2025 | 26 | $368.5M |
| Freedom Day Solutions, LLC | 0001467517 | Oct 24, 2025 | 96 | $368.5M |
| Cim Investment Management Inc. | 0001179791 | Nov 18, 2025 | 249 | $368.5M |
| FFG Partners, LLC | 0002045972 | Oct 17, 2025 | 36 | $368.9M |
| Sicart Associates LLC | 0001696494 | Oct 7, 2025 | 73 | $369.1M |
| LongView Wealth Management | 0001990190 | Oct 14, 2025 | 225 | $369.1M |
| Ranmore Fund Management Ltd | 0002055400 | Nov 12, 2025 | 14 | $369.2M |
| Fruth Investment Management | 0001416856 | Oct 17, 2025 | 215 | $369.3M |
| O'Keefe Stevens Advisory, Inc. | 0001780565 | Oct 14, 2025 | 67 | $369.3M |
| Fortitude Family Office, LLC | 0001950506 | Oct 17, 2025 | 1,974 | $369.5M |
| TrueWealth Advisors, LLC | 0001817714 | Oct 15, 2025 | 222 | $369.7M |
| Capital Management Associates, Inc | 0002008851 | Oct 22, 2025 | 140 | $370.0M |
| Prism Advisors, Inc. | 0001717027 | Oct 14, 2025 | 75 | $370.1M |
| Bay Harbor Wealth Management, LLC | 0001767989 | Oct 9, 2025 | 1,289 | $370.1M |
| Vermillion Wealth Management, Inc. | 0001737012 | Oct 23, 2025 | 1,535 | $370.2M |
| Mithaq Capital SPC | 0001834600 | Oct 29, 2025 | 4 | $370.2M |
| Untitled Investments LP | 0001808696 | Nov 14, 2025 | 18 | $370.5M |
| Lester Murray Antman dba SimplyRich | 0001725888 | Oct 10, 2025 | 200 | $370.6M |
| Triumph Capital Management | 0001730765 | Dec 23, 2025 | 315 | $370.7M |
| Prosperity Planning, Inc. | 0001843292 | Oct 9, 2025 | 109 | $370.7M |
| Measured Wealth Private Client Group, LLC | 0001720235 | Nov 14, 2025 | 698 | $371.0M |
| Integral Investment Advisors, Inc. | 0001902826 | Oct 23, 2025 | 163 | $371.1M |
| Fischer Financial Services, Inc. | 0002064001 | Oct 21, 2025 | 64 | $371.4M |
| Highline Wealth Partners LLC | 0002042654 | Oct 14, 2025 | 1,080 | $371.6M |
| Quaker Capital Investments, LLC | 0001633648 | Nov 14, 2025 | 21 | $371.6M |
| Pennant Investors, LP | 0001759176 | Nov 14, 2025 | 15 | $371.7M |
| Cardinal Strategic Wealth Guidance | 0001801989 | Oct 22, 2025 | 58 | $371.8M |
| BridgePort Financial Solutions, LLC | 0002031775 | Nov 6, 2025 | 236 | $372.1M |
| Access Investment Management LLC | 0002010477 | Nov 4, 2025 | 167 | $372.2M |
| Plan Group Financial, LLC | 0001940033 | Oct 27, 2025 | 185 | $372.5M |
| Promethos Capital, LLC | 0001908619 | Nov 14, 2025 | 42 | $372.5M |
| Roman Butler Fullerton & Co. | 0000733444 | Nov 6, 2025 | 256 | $372.7M |
| Princeton Capital Management LLC | 0001167026 | Nov 10, 2025 | 139 | $372.7M |
| First Washington CORP | 0001390043 | Nov 13, 2025 | 56 | $373.0M |
| Gradient Capital Advisors, LLC | 0001727917 | Oct 27, 2025 | 167 | $373.1M |
| MSH Capital Advisors LLC | 0002056306 | Nov 6, 2025 | 243 | $373.1M |
| PYA Waltman Capital, LLC | 0001800135 | Nov 14, 2025 | 80 | $373.2M |
| Running Point Capital Advisors, LLC | 0001840629 | Oct 28, 2025 | 191 | $373.3M |
| WealthTrust Axiom LLC | 0001425949 | Nov 14, 2025 | 270 | $373.3M |
| BankPlus Trust Department | 0002047270 | Oct 17, 2025 | 451 | $373.5M |
| Meridian Management Co. | 0000806097 | Nov 3, 2025 | 81 | $373.6M |
| TSP Capital Management Group, LLC | 0001317208 | Oct 22, 2025 | 44 | $373.7M |
| Home Federal Bank of Tennessee | 0001665446 | Oct 15, 2025 | 76 | $373.8M |
| Patient Square Capital LP | 0001819257 | Nov 10, 2025 | 24 | $373.9M |
| Channel Wealth LLC | 0001975550 | Oct 7, 2025 | 174 | $373.9M |
| Advanced Asset Management Advisors Inc | 0001075444 | Oct 20, 2025 | 85 | $374.0M |
| Premier Financial Group | 0001989061 | Oct 20, 2025 | 63 | $374.2M |
| Magnitude Capital, LLC | 0001556278 | Nov 14, 2025 | 1 | $374.4M |
| Bridge City Capital, LLC | 0001713521 | Nov 12, 2025 | 108 | $374.5M |
| Millstreet Capital Management LLC | 0001590729 | Nov 14, 2025 | 2 | $374.8M |
| LPWM LLC | 0001801101 | Oct 17, 2025 | 84 | $374.8M |
| Boltwood Capital Management | 0001563690 | Oct 6, 2025 | 178 | $375.7M |
| First Wilshire Securities Management Inc. | 0000732847 | Nov 14, 2025 | 84 | $375.8M |
| ETF Portfolio Partners, Inc. | 0001635342 | Oct 21, 2025 | 67 | $375.9M |
| Roberts Wealth Advisors, LLC | 0001885319 | Oct 21, 2025 | 98 | $376.1M |
| Divergent Planning, LLC | 0001730787 | Oct 27, 2025 | 35 | $376.2M |
| Shilanski & Associates, Inc. | 0001722084 | Oct 20, 2025 | 109 | $376.3M |
| Total Clarity Wealth Management, Inc. | 0001804909 | Nov 12, 2025 | 285 | $376.3M |
| MPS Loria Financial Planners, LLC | 0001716180 | Oct 17, 2025 | 83 | $376.3M |
| Hudson Capital Management LLC | 0001727342 | Oct 21, 2025 | 68 | $376.7M |
| St. Clair Advisors, LLC | 0002056292 | Oct 3, 2025 | 79 | $376.7M |
| Lansing Street Advisors | 0001926571 | Nov 12, 2025 | 141 | $376.8M |
| Bard Associates Inc. | 0001105907 | Nov 14, 2025 | 160 | $376.8M |
| Rinkey Investments | 0001730774 | Nov 14, 2025 | 126 | $376.9M |
| Kelly Financial Group LLC | 0001128066 | Oct 22, 2025 | 96 | $377.0M |
| Performa Ltd (US), LLC | 0001650303 | Nov 4, 2025 | 51 | $377.1M |
| Cadent Capital Advisors, LLC | 0001803536 | Oct 15, 2025 | 191 | $377.4M |
| Rock Point Advisors, LLC | 0001301540 | Nov 12, 2025 | 117 | $377.4M |
| Searle & Co. | 0000710127 | Nov 4, 2025 | 185 | $377.5M |
| TMT General Partner Ltd | 0001847582 | Oct 30, 2025 | 3 | $377.6M |
| Hartford Financial Management Inc. | 0001352526 | Oct 28, 2025 | 340 | $377.6M |
| Turiya Advisors Asia Ltd | 0001554179 | Nov 12, 2025 | 4 | $377.8M |
| GSG Advisors LLC | 0001995773 | Oct 21, 2025 | 126 | $377.8M |
| Strategic Investment Solutions, Inc. | 0001960144 | Dec 3, 2025 | 632 | $378.1M |
| Peak Financial Management, Inc. | 0001669662 | Oct 9, 2025 | 101 | $378.3M |
| Freedom Investment Management, Inc. | 0001566653 | Nov 14, 2025 | 140 | $378.3M |
| Lead Edge Capital Management, LLC | 0001802797 | Nov 14, 2025 | 8 | $378.5M |
| Rivermont Capital Management LP | 0001965613 | Nov 13, 2025 | 19 | $378.6M |
| Strata Wealth Advisors, LLC | 0001946237 | Nov 10, 2025 | 100 | $378.8M |
| Eleva Capital SAS | 0002054496 | Nov 10, 2025 | 15 | $378.8M |
| Flagstone Financial Management | 0001968890 | Oct 31, 2025 | 62 | $379.0M |
| Navalign, LLC | 0001820593 | Nov 13, 2025 | 122 | $379.0M |
| Coalescence Partners Investment Management, LP | 0001759662 | Oct 29, 2025 | 12 | $379.1M |
| Discipline Wealth Solutions, LLC | 0002010507 | Oct 21, 2025 | 155 | $379.2M |
| BOCHK Asset Management Ltd | 0002010854 | Nov 12, 2025 | 86 | $379.3M |
| CM Wealth Advisors LLC | 0001764581 | Nov 5, 2025 | 89 | $379.3M |
| Supplemental Annuity Collective Trust of NJ | 0001483065 | Nov 7, 2025 | 208 | $380.0M |
| West Virginia University Foundation, Inc | 0002109379 | Feb 24, 2026 | 2 | $380.2M |
| Singapore Technologies Telemedia Pte Ltd | 0001219573 | Nov 12, 2025 | 1 | $380.6M |
| One Charles Private Wealth Services, LLC | 0001800938 | Nov 12, 2025 | 167 | $380.7M |