| CPA Asset Management Group, LLC | 0001963967 | Jul 9, 2026 | 97 | $347.2M |
| Select Asset Management & Trust | 0001600636 | Aug 11, 2026 | 79 | $347.3M |
| Pines Wealth Management, LLC | 0002037426 | Jul 22, 2026 | 218 | $347.4M |
| Highview Capital Management LLC | 0001903786 | Aug 11, 2026 | 118 | $347.4M |
| DORVAL Corp | 0001999144 | Jul 24, 2026 | 49 | $347.5M |
| Planned Solutions, Inc. | 0001831332 | Jul 13, 2026 | 154 | $347.6M |
| First United Bank & Trust | 0001214183 | Jul 20, 2026 | 420 | $347.6M |
| Tieton Capital Management, LLC | 0001381954 | Aug 10, 2026 | 37 | $347.8M |
| FFG Partners, LLC | 0002045972 | Jul 9, 2026 | 41 | $347.8M |
| PCJ Investment Counsel Ltd. | 0001426318 | Aug 12, 2026 | 62 | $347.9M |
| Parkshore Wealth Management, Inc. | 0002024251 | Aug 7, 2026 | 72 | $348.2M |
| BRIGHT VALLEY CAPITAL Ltd | 0001965546 | Aug 13, 2026 | 11 | $348.7M |
| Future Fund LLC | 0001911970 | Aug 12, 2026 | 118 | $348.8M |
| Auour Investments LLC | 0001789310 | Jul 21, 2026 | 95 | $348.8M |
| Riverview Capital Advisers, LLC | 0001962933 | Aug 13, 2026 | 88 | $348.8M |
| USAdvisors Wealth Management, LLC | 0001735605 | Jul 29, 2026 | 144 | $348.8M |
| Robinswood Financial LLC | 0002139748 | Jul 15, 2026 | 435 | $348.9M |
| Denver Wealth Management, Inc. | 0001909800 | Aug 7, 2026 | 109 | $349.3M |
| Arrowroot Family Office, LLC | 0002017744 | Aug 6, 2026 | 174 | $349.3M |
| Yukon Wealth Management, Inc. | 0002065849 | Aug 17, 2026 | 132 | $349.4M |
| Your Advocates Ltd., LLP | 0001774437 | Aug 5, 2026 | 209 | $349.9M |
| Kirkwood Financial Services | 0001814128 | Aug 25, 2026 | 42 | $349.9M |
| PKO BP BANKOWY Universal Pension Society JSC | 0002055875 | Jul 8, 2026 | 13 | $349.9M |
| Oxler Private Wealth LLC | 0001846002 | Aug 3, 2026 | 93 | $350.0M |
| Attestor Capital Ltd | 0001830731 | Aug 4, 2026 | 4 | $350.1M |
| Stonehill Capital Management LLC | 0001266227 | Aug 14, 2026 | 15 | $350.1M |
| MTM Investment Management, LLC | 0001831416 | Aug 3, 2026 | 708 | $350.5M |
| Davis-Rea LTD. | 0001482171 | Aug 4, 2026 | 45 | $350.7M |
| Fieldview Capital Management, LLC | 0002040221 | Aug 14, 2026 | 507 | $350.7M |
| StrongBox Wealth, LLC | 0001812155 | Jul 23, 2026 | 267 | $350.9M |
| Pegasus Asset Management, Inc. | 0001729049 | Aug 6, 2026 | 75 | $351.0M |
| Beacon Bridge Wealth Partners, LLC | 0001965468 | Aug 5, 2026 | 105 | $351.0M |
| Spectrum Wealth Advisory Group, LLC | 0001776821 | Aug 6, 2026 | 543 | $351.1M |
| Tree Line Advisors (Hong Kong) Ltd. | 0001535096 | Aug 12, 2026 | 3 | $351.1M |
| LifeGuide Financial Advisors, LLC | 0001908585 | Jul 9, 2026 | 47 | $351.2M |
| One Wealth Capital Management, LLC | 0002050308 | Jul 24, 2026 | 223 | $351.2M |
| Whitegate Investment Counselors, Inc. | 0001667102 | Aug 10, 2026 | 76 | $351.3M |
| Gerald Baker Financial Group LLC | 0002133489 | Aug 3, 2026 | 126 | $351.4M |
| Kirtland Hills Capital Management, LLC | 0002019084 | Aug 12, 2026 | 166 | $351.5M |
| Everpar Advisors LLC | 0002010410 | Jul 9, 2026 | 302 | $351.5M |
| Colonial River Investments, LLC | 0001845859 | Jul 24, 2026 | 249 | $351.5M |
| Palisades Investment Partners, LLC | 0001427373 | Aug 4, 2026 | 53 | $351.6M |
| SW Investment Management LLC | 0001824821 | Aug 14, 2026 | 5 | $351.6M |
| Financial Life Advisors | 0001730813 | Jul 28, 2026 | 60 | $351.7M |
| Sunpointe, LLC | 0002012181 | Jul 24, 2026 | 281 | $352.0M |
| Centerpoint Advisors, LLC | 0001733788 | Aug 5, 2026 | 425 | $352.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 0002035883 | Jul 24, 2026 | 85 | $352.3M |
| Seven Post Investment Office LP | 0001554308 | Jul 28, 2026 | 42 | $352.3M |
| jvl associates llc | 0001915765 | Jul 6, 2026 | 79 | $352.5M |
| AXS Investments LLC | 0001801467 | Aug 10, 2026 | 193 | $352.7M |
| Midwest Heritage Bank, FSB | 0001906805 | Jul 28, 2026 | 53 | $352.8M |
| Olde Wealth Management, LLC | 0001840760 | Aug 13, 2026 | 119 | $352.9M |
| Autumn Glory Partners, LLC | 0001911621 | Aug 3, 2026 | 212 | $352.9M |
| INCA Investments LLC | 0001513137 | Jul 28, 2026 | 10 | $353.4M |
| Somerset Trust Co | 0001597099 | Jul 6, 2026 | 186 | $353.6M |
| TSA Wealth Managment LLC | 0001963669 | Aug 3, 2026 | 119 | $353.6M |
| Essential Planning, LLC. | 0001949824 | Aug 3, 2026 | 87 | $353.9M |
| Timonier Family Office, LTD. | 0002038170 | Aug 3, 2026 | 57 | $354.1M |
| Elevated Financial Group LLC | 0002063915 | Jul 22, 2026 | 124 | $354.2M |
| Wheelhouse Advisory Group LLC | 0001998946 | Jul 23, 2026 | 55 | $354.4M |
| Anchor @ 65 Pte. Ltd. | 0001993962 | Aug 14, 2026 | 2 | $354.5M |
| Santori & Peters, Inc. | 0001730959 | Jul 24, 2026 | 83 | $354.6M |
| Firetrail Investments PTY Ltd. | 0001943822 | Aug 7, 2026 | 32 | $354.7M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0002071170 | Aug 7, 2026 | 690 | $354.8M |
| Oxbow Capital Management (HK) Ltd | 0001713269 | Aug 14, 2026 | 4 | $354.8M |
| FSB Premier Wealth Management, Inc. | 0000887748 | Aug 12, 2026 | 257 | $354.9M |
| Watershed Private Wealth LLC | 0001965271 | Jul 17, 2026 | 120 | $355.1M |
| TFR Capital, LLC. | 0002059325 | Aug 6, 2026 | 165 | $355.3M |
| Rise Advisors, LLC | 0001831316 | Jul 10, 2026 | 103 | $355.3M |
| Commonwealth Bank of Australia | 0000008565 | Aug 13, 2026 | 2 | $355.4M |
| Hi-Line Capital Management, LLC | 0001776074 | Jul 24, 2026 | 32 | $355.5M |
| Core Wealth Management, Inc. | 0001965150 | Jul 29, 2026 | 42 | $355.8M |
| Genesis Private Wealth, LLC | 0001965529 | Jul 13, 2026 | 192 | $355.8M |
| Eaton-Cambridge Inc. | 0002011052 | Jul 23, 2026 | 70 | $355.8M |
| Neumann Advisory Hong Kong Ltd | 0001727862 | Jul 8, 2026 | 6 | $355.9M |
| eCIO, Inc. | 0001830823 | Jul 27, 2026 | 46 | $355.9M |
| BCR Wealth Strategies, LLC | 0001908380 | Jul 31, 2026 | 32 | $355.9M |
| TigerOak Management, L.L.C. | 0002052586 | Aug 11, 2026 | 139 | $356.0M |
| Ascension Capital Advisors, Inc. | 0001689227 | Jul 28, 2026 | 97 | $356.1M |
| Cora Capital Advisors LLC | 0001964530 | Jul 24, 2026 | 145 | $356.3M |
| Bank of Stockton | 0001387723 | Jul 29, 2026 | 126 | $356.3M |
| Crestmont Private Wealth LLC | 0001873372 | Aug 7, 2026 | 105 | $356.5M |
| Chesapeake Wealth Management | 0001730383 | Aug 13, 2026 | 168 | $356.5M |
| Incline Global Management LLC | 0001567195 | Aug 14, 2026 | 20 | $356.6M |
| Guardian Wealth Management, LLC | 0002095373 | Jul 24, 2026 | 30 | $356.7M |
| Barrett & Company, Inc. | 0000887602 | Jul 24, 2026 | 707 | $357.2M |
| Menlo Ventures Management, L.P. | 0001911541 | Aug 10, 2026 | 3 | $357.4M |
| Permit Capital, LLC | 0001313978 | Aug 11, 2026 | 20 | $357.4M |
| Sand Grove Capital Management LLP | 0001665077 | Aug 14, 2026 | 13 | $357.4M |
| Sentry LLC | 0002004474 | Aug 14, 2026 | 132 | $357.4M |
| Metropolitan Life Insurance Co | 0000728618 | Aug 14, 2026 | 11 | $357.4M |
| Providence First Trust Co | 0001713735 | Jul 27, 2026 | 196 | $357.6M |
| Resurgent Financial Advisors LLC | 0001912339 | Aug 14, 2026 | 308 | $357.7M |
| Greystone Financial Group, LLC | 0001845302 | Jul 28, 2026 | 74 | $357.9M |
| Portland Investment Counsel Inc. | 0001081668 | Aug 13, 2026 | 58 | $357.9M |
| Members Advisory Group LLC | 0001908587 | Jul 15, 2026 | 42 | $358.2M |
| PCA Investment Advisory Services Inc. | 0001977044 | Jul 27, 2026 | 59 | $358.4M |
| Alpha Financial Advisors, LLC | 0001972138 | Aug 13, 2026 | 86 | $358.5M |
| Morling Financial Advisors, LLC | 0001905198 | Aug 6, 2026 | 122 | $359.0M |
| Freedom Investment Management, Inc. | 0001566653 | Aug 10, 2026 | 106 | $359.2M |