| Genesis Private Wealth, LLC | 0001965529 | Apr 16, 2026 | 182 | $317.7M |
| Wright Investors Service Inc. | 0000108572 | Apr 29, 2026 | 148 | $317.7M |
| Ascension Capital Advisors, Inc. | 0001689227 | May 13, 2026 | 82 | $317.8M |
| Robinswood Financial LLC | 0002139748 | Jul 13, 2026 | 430 | $317.8M |
| Auour Investments LLC | 0001789310 | Apr 20, 2026 | 91 | $317.9M |
| PFW Advisors LLC | 0001989744 | Apr 10, 2026 | 118 | $317.9M |
| Equita Financial Network, Inc. | 0001994461 | Apr 23, 2026 | 87 | $318.0M |
| ParaFi Capital LP | 0001919332 | May 15, 2026 | 18 | $318.1M |
| Hi-Line Capital Management, LLC | 0001776074 | Apr 27, 2026 | 32 | $318.2M |
| Seven Fleet Capital Management LP | 0002092021 | Jun 4, 2026 | 115 | $318.3M |
| Acima Private Wealth, LLC | 0001761961 | Apr 6, 2026 | 177 | $318.6M |
| Storen Legacy Partners, LLC | 0002116061 | Apr 22, 2026 | 102 | $319.0M |
| Jeppson Wealth Management, LLC | 0001831263 | Apr 14, 2026 | 235 | $319.0M |
| SAM Advisors, LLC | 0001600944 | Apr 29, 2026 | 47 | $319.0M |
| BCR Wealth Strategies, LLC | 0001908380 | May 1, 2026 | 36 | $319.1M |
| Sagewood Asset Management LP | 0001693636 | May 13, 2026 | 337 | $319.2M |
| FSB Premier Wealth Management, Inc. | 0000887748 | May 13, 2026 | 251 | $319.2M |
| Oxler Private Wealth LLC | 0001846002 | Apr 28, 2026 | 92 | $319.4M |
| Paragon Private Wealth Management, LLC | 0001922684 | May 19, 2026 | 218 | $319.5M |
| Fortress Private Ledger, LLC | 0001718251 | May 13, 2026 | 245 | $319.5M |
| Eaton-Cambridge Inc. | 0002011052 | May 7, 2026 | 56 | $319.6M |
| Hazlett, Burt & Watson, Inc. | 0000046392 | May 14, 2026 | 912 | $319.7M |
| Stephens Greth Foundation | 0002107267 | May 8, 2026 | 4 | $320.0M |
| Quaker Wealth Management, LLC | 0001733472 | Apr 10, 2026 | 974 | $320.1M |
| Select Asset Management & Trust | 0001600636 | May 15, 2026 | 77 | $320.2M |
| Hamilton Capital Partners, LLC | 0002037578 | Apr 17, 2026 | 30 | $320.4M |
| Brady Family Wealth, LLC | 0001971456 | Apr 8, 2026 | 110 | $320.6M |
| Windmill Hill Asset Management Ltd | 0001831132 | May 6, 2026 | 23 | $320.7M |
| Watershed Private Wealth LLC | 0001965271 | Apr 17, 2026 | 111 | $320.7M |
| All Terrain Financial Advisors, LLC | 0001731358 | May 12, 2026 | 96 | $320.7M |
| Financial Life Advisors | 0001730813 | Apr 29, 2026 | 52 | $321.0M |
| Darwin Wealth Management, LLC | 0001663224 | May 1, 2026 | 604 | $321.0M |
| Hixon Zuercher, LLC | 0001806752 | Apr 20, 2026 | 85 | $321.1M |
| Santori & Peters, Inc. | 0001730959 | May 7, 2026 | 79 | $321.3M |
| Glassy Mountain Advisors, Inc. | 0001914617 | May 8, 2026 | 77 | $322.0M |
| Balance Wealth Partners LLC | 0002065247 | Apr 20, 2026 | 149 | $322.1M |
| Whelan Financial | 0001894921 | Apr 24, 2026 | 88 | $322.1M |
| Bluescape Energy Partners LLC | 0001629283 | May 15, 2026 | 5 | $322.1M |
| DORVAL Corp | 0001999144 | Apr 23, 2026 | 45 | $322.3M |
| Commonwealth Retirement Investments LLC | 0001963787 | May 11, 2026 | 120 | $322.5M |
| Tikvah Management LLC | 0001606477 | May 14, 2026 | 21 | $322.8M |
| Gold Investment Management Ltd. | 0002006008 | Apr 22, 2026 | 201 | $322.9M |
| Wealth Advisors of Iowa, LLC | 0001803005 | May 13, 2026 | 87 | $323.2M |
| University of Chicago | 0000314957 | May 7, 2026 | 13 | $323.4M |
| Bank of Stockton | 0001387723 | Apr 29, 2026 | 133 | $323.4M |
| Shayne & Jacobs, LLC | 0001484085 | Apr 28, 2026 | 94 | $323.6M |
| AIMZ Investment Advisors, LLC | 0001630365 | May 15, 2026 | 139 | $323.6M |
| Focused Alpha, LLC | 0002105062 | May 12, 2026 | 247 | $323.7M |
| Cherrydale Wealth Management, LLC | 0001907327 | Apr 20, 2026 | 77 | $323.7M |
| Quantum Private Wealth, LLC | 0001929662 | Apr 27, 2026 | 165 | $323.7M |
| Indiana Trust & Investment Management Co | 0001356407 | Apr 28, 2026 | 486 | $323.8M |
| Athos Capital Ltd | 0001681662 | May 13, 2026 | 44 | $324.3M |
| Grey Rock Energy Management, LLC | 0002053459 | May 5, 2026 | 1 | $324.4M |
| Morling Financial Advisors, LLC | 0001905198 | May 6, 2026 | 107 | $324.4M |
| ONE Advisory Partners, LLC | 0001819695 | Apr 13, 2026 | 72 | $324.4M |
| 25 LLC | 0001968777 | Apr 20, 2026 | 69 | $324.4M |
| Oak Family Advisors, LLC | 0001846161 | Apr 20, 2026 | 95 | $324.5M |
| Westerly Capital Management, LLC | 0001546172 | May 15, 2026 | 36 | $324.5M |
| Taylor Hoffman Capital Management LLC | 0002042493 | May 13, 2026 | 116 | $324.6M |
| Wellington Grp LLC | 0002134013 | May 22, 2026 | 394 | $324.6M |
| Knox Lane LP | 0002109564 | May 15, 2026 | 1 | $325.2M |
| Sage Financial Management Group, Inc. | 0001762086 | Apr 21, 2026 | 57 | $325.4M |
| Boyd Watterson Asset Management LLC | 0001121477 | Apr 27, 2026 | 390 | $325.6M |
| Chesapeake Wealth Management | 0001730383 | May 18, 2026 | 159 | $325.7M |
| Congress Park Capital LLC | 0001730945 | Apr 14, 2026 | 131 | $325.7M |
| TFR Capital, LLC. | 0002059325 | May 4, 2026 | 163 | $325.8M |
| Northstar Asset Management Inc. | 0000869304 | May 13, 2026 | 86 | $325.9M |
| Ceeto Capital Group, LLC | 0001722439 | May 14, 2026 | 164 | $325.9M |
| Somerset Trust Co | 0001597099 | Apr 2, 2026 | 174 | $326.1M |
| Veery Capital, LLC | 0001844375 | Apr 9, 2026 | 96 | $326.1M |
| ER Collective Holdings, LLC | 0002059227 | May 15, 2026 | 1 | $326.3M |
| Core Wealth Management, Inc. | 0001965150 | Apr 28, 2026 | 40 | $326.3M |
| Alpha Financial Advisors, LLC | 0001972138 | May 12, 2026 | 62 | $326.4M |
| Boone Capital Management LLC | 0001882053 | May 15, 2026 | 13 | $326.4M |
| Verde Servicos Internacionais S.A. | 0001629290 | Apr 17, 2026 | 50 | $326.4M |
| Investor's Fiduciary Advisor Network, LLC | 0002044901 | May 12, 2026 | 270 | $326.4M |
| J. H. Whitney Equity Partners VI, LLC | 0001394517 | May 12, 2026 | 1 | $326.4M |
| Reston Wealth Management LLC | 0001767617 | Apr 13, 2026 | 62 | $326.4M |
| JCIC Asset Management Inc. | 0001492040 | Apr 13, 2026 | 113 | $326.5M |
| Aspen Investment Management Inc | 0001541596 | Apr 15, 2026 | 171 | $326.5M |
| Menlo Ventures Management, L.P. | 0001911541 | May 15, 2026 | 3 | $326.9M |
| Harmony Asset Management LLC | 0002002815 | May 5, 2026 | 195 | $327.2M |
| Stiles Financial Services Inc | 0001904832 | Apr 30, 2026 | 177 | $327.2M |
| Sava Penzisko Drushtvo A.D. Skopje | 0002094371 | May 11, 2026 | 26 | $327.5M |
| WealthBridge Investment Counsel Inc. | 0001799425 | Apr 8, 2026 | 42 | $327.6M |
| Aft, Forsyth & Sober, LLC | 0001566801 | May 14, 2026 | 62 | $327.8M |
| Your Advocates Ltd., LLP | 0001774437 | Apr 30, 2026 | 232 | $327.9M |
| Bastion Asset Management Inc. | 0001977794 | May 5, 2026 | 65 | $328.0M |
| King Street Capital Management, L.P. | 0001218199 | May 15, 2026 | 11 | $328.0M |
| B.O.S.S. Retirement Advisors, LLC | 0001964810 | Apr 28, 2026 | 174 | $328.1M |
| Metropolitan Life Insurance Co | 0000728618 | May 14, 2026 | 11 | $328.3M |
| Ferguson Shapiro LLC | 0001767433 | Apr 23, 2026 | 84 | $328.3M |
| CJM Wealth Advisers, Ltd. | 0001992748 | Apr 13, 2026 | 72 | $328.3M |
| Graybill Wealth Management, LTD. | 0001252007 | May 13, 2026 | 83 | $328.5M |
| Whitefort Capital Management, LP | 0001884931 | May 15, 2026 | 19 | $328.6M |
| Sensible Money, LLC | 0001965229 | Apr 21, 2026 | 86 | $328.7M |
| Client 1ST Advisory Group, LLC | 0001802816 | Apr 15, 2026 | 140 | $328.9M |
| BCS Private Wealth Management, Inc. | 0002044001 | Apr 21, 2026 | 186 | $329.1M |
| Kentucky Farm Bureau Mutual Insurance Co | 0002131132 | May 15, 2026 | 65 | $329.4M |
| Anchyra Partners LLC | 0002107106 | Apr 17, 2026 | 275 | $329.5M |