| OFS Enterprise LLC | 0002107566 | Apr 9, 2026 | 94 | $340.2M |
| Walled Lake Planning & Wealth Management, LLC | 0001812177 | Apr 30, 2026 | 136 | $340.3M |
| Main Street Group, LTD | 0001965796 | May 6, 2026 | 865 | $340.4M |
| Cornell Pochily Investment Advisors, Inc. | 0001736260 | Apr 17, 2026 | 174 | $340.4M |
| Crown Wealth Group, LLC | 0001845698 | Apr 21, 2026 | 145 | $340.5M |
| Keystone Financial Services | 0001865158 | May 6, 2026 | 119 | $340.7M |
| Missouri Trust & Investment Co | 0001908186 | May 14, 2026 | 411 | $340.8M |
| Crestview Partners II GP, L.P. | 0001505639 | May 14, 2026 | 3 | $340.9M |
| Intergy Private Wealth, LLC | 0001911342 | Apr 16, 2026 | 123 | $341.0M |
| EntryPoint Capital, LLC | 0001992519 | May 14, 2026 | 731 | $341.2M |
| Seneca Financial Advisors LLC | 0002082922 | Apr 22, 2026 | 64 | $341.3M |
| SMART Wealth LLC | 0002044723 | Apr 23, 2026 | 207 | $341.5M |
| Grandview Asset Management LLC | 0001766791 | May 7, 2026 | 137 | $341.7M |
| Yakira Capital Management, Inc. | 0001584639 | May 14, 2026 | 196 | $341.7M |
| WIT Partners Advisory Pte. Ltd. | 0002000043 | May 6, 2026 | 16 | $342.1M |
| Regimen Wealth, LLC | 0001963863 | May 7, 2026 | 70 | $342.2M |
| Consilio Wealth Advisors, LLC | 0001908944 | May 4, 2026 | 99 | $342.3M |
| Vectors Research Management, LLC | 0001750557 | May 5, 2026 | 142 | $342.4M |
| FC Advisory LLC | 0001683754 | Apr 14, 2026 | 115 | $342.5M |
| Van Strum & Towne Inc. | 0001080173 | May 7, 2026 | 111 | $342.5M |
| Fieldview Capital Management, LLC | 0002040221 | May 14, 2026 | 468 | $342.6M |
| Warberg Asset Management LLC | 0001597506 | May 7, 2026 | 166 | $342.7M |
| M. Kraus & Co | 0001593688 | Apr 14, 2026 | 81 | $342.9M |
| Acorn Wealth Advisors, LLC | 0001730610 | Apr 30, 2026 | 264 | $343.0M |
| Westbourne Investment Advisors, Inc. | 0001650092 | Apr 28, 2026 | 115 | $343.0M |
| Lawson Kroeker Investment Management Inc. | 0001013701 | Apr 22, 2026 | 59 | $343.1M |
| Trust Co. of Oklahoma | 0001083323 | Apr 20, 2026 | 139 | $343.3M |
| Joule Financial, LLC | 0001929070 | Apr 14, 2026 | 114 | $343.3M |
| Eleva Capital SAS | 0002054496 | Apr 15, 2026 | 24 | $343.4M |
| Puzo Michael J | 0001053914 | May 7, 2026 | 67 | $343.4M |
| Warburg Pincus LLC | 0001162870 | May 15, 2026 | 3 | $343.5M |
| Long Walk Management LP | 0001869470 | May 14, 2026 | 11 | $343.5M |
| Cedar Wealth Management, LLC | 0001665642 | May 14, 2026 | 89 | $343.6M |
| Ballast Advisors LLC | 0001803415 | Jun 23, 2026 | 400 | $343.6M |
| Thrive Capital Management, LLC | 0001765681 | May 14, 2026 | 5 | $343.7M |
| Alight Capital Management LP | 0001651473 | May 15, 2026 | 56 | $343.7M |
| Smart Money Group LLC | 0001728866 | May 5, 2026 | 84 | $343.7M |
| Field & Main Bank | 0001594492 | Apr 10, 2026 | 261 | $343.7M |
| Threadgill Financial, LLC | 0001814104 | Apr 20, 2026 | 44 | $344.2M |
| Greenlea Lane Capital Management, LLC | 0001766504 | May 11, 2026 | 9 | $344.3M |
| S.E.E.D. Planning Group LLC | 0001765515 | Apr 23, 2026 | 89 | $344.3M |
| Presidio Capital Management, LLC | 0001931750 | Apr 8, 2026 | 79 | $344.3M |
| Bouvel Investment Partners, LLC | 0001839122 | Apr 10, 2026 | 78 | $344.6M |
| Aikya Investment Management Ltd | 0002005403 | May 5, 2026 | 4 | $344.7M |
| Osprey Private Wealth LLC | 0002041805 | May 1, 2026 | 77 | $345.3M |
| Prairiewood Capital, LLC | 0001839695 | Apr 16, 2026 | 77 | $345.8M |
| CGC Financial Services, LLC | 0001992785 | Apr 14, 2026 | 331 | $346.1M |
| Vance Wealth, LLC | 0001910854 | May 15, 2026 | 118 | $346.2M |
| Fi3 FINANCIAL ADVISORS, LLC | 0001862427 | May 7, 2026 | 218 | $346.4M |
| Winmill & Co. Inc. | 0000052234 | May 14, 2026 | 54 | $346.6M |
| Alaethes Wealth, LLC | 0001859677 | May 12, 2026 | 114 | $346.7M |
| Weybosset Research & Management LLC | 0001280604 | Apr 16, 2026 | 33 | $346.8M |
| Shikiar Asset Management Inc. | 0001058022 | Apr 23, 2026 | 103 | $346.8M |
| Seascape Capital Management | 0001418342 | Apr 28, 2026 | 91 | $347.3M |
| Gill Capital Partners, LLC | 0000729563 | Apr 13, 2026 | 701 | $347.6M |
| Argos Wealth Advisors, LLC | 0001809154 | Apr 27, 2026 | 202 | $347.8M |
| LOM Asset Management Ltd | 0002077907 | May 5, 2026 | 277 | $347.9M |
| Creative Capital Management Investments LLC | 0001957363 | Apr 21, 2026 | 324 | $348.5M |
| Ironwood Wealth Management, LLC. | 0001692820 | Apr 23, 2026 | 47 | $348.7M |
| Endeavor Private Wealth, Inc. | 0001906023 | May 14, 2026 | 202 | $348.7M |
| Go Invest LLC | 0002139692 | Aug 5, 2026 | 122 | $348.9M |
| Carmel Capital Management L.L.C. | 0001878547 | Apr 24, 2026 | 25 | $349.2M |
| KP Management LLC | 0002036769 | May 15, 2026 | 61 | $349.3M |
| Global Assets Advisory, LLC | 0001942932 | May 1, 2026 | 477 | $349.4M |
| Lloyd Advisory Services, LLC. | 0001802474 | May 13, 2026 | 864 | $349.4M |
| Kingdom Financial Group LLC. | 0001962236 | May 13, 2026 | 864 | $349.4M |
| Merck & Co., Inc. | 0000310158 | May 13, 2026 | 14 | $349.4M |
| SRH Advisors, LLC | 0001512779 | Apr 29, 2026 | 278 | $349.5M |
| Pennsylvania Capital Management Inc. | 0001004140 | Apr 28, 2026 | 112 | $349.5M |
| Websterrogers Financial Advisors, LLC | 0001841757 | Apr 15, 2026 | 95 | $349.5M |
| Bruce & Co., Inc. | 0001358331 | May 14, 2026 | 41 | $349.7M |
| Retirement Financial Solutions, LLC | 0001962532 | Apr 28, 2026 | 53 | $349.8M |
| Wealth Management Partners, LLC | 0001843294 | Apr 17, 2026 | 147 | $349.9M |
| Swmg, LLC | 0001839255 | Apr 24, 2026 | 120 | $350.2M |
| Columbia Bank | 0002017259 | Apr 28, 2026 | 156 | $350.4M |
| HTG Investment Advisors, Inc. | 0001963875 | Apr 27, 2026 | 84 | $350.5M |
| Hamel Associates, Inc. | 0001599760 | May 7, 2026 | 81 | $350.5M |
| Steph & Co. | 0000941519 | Apr 17, 2026 | 301 | $350.5M |
| Spider Management Company, LLC | 0001791621 | May 1, 2026 | 5 | $350.6M |
| PhiloSmith Capital Corp | 0001942361 | May 14, 2026 | 22 | $350.6M |
| Fiduciary Family Office, LLC | 0002020280 | May 14, 2026 | 179 | $350.8M |
| Legacy Wealth Management, LLC / MS | 0002047443 | Apr 10, 2026 | 106 | $350.9M |
| Trinity Financial Advisors LLC | 0001809574 | Apr 7, 2026 | 89 | $351.2M |
| Colton Groome Financial Advisors, LLC | 0001780330 | Apr 30, 2026 | 137 | $351.2M |
| Cypress Capital, LLC | 0001729939 | Apr 28, 2026 | 94 | $351.3M |
| Enavate Sciences Gp, LLC | 0001953107 | May 15, 2026 | 7 | $351.5M |
| Vision Retirement, LLC | 0002069023 | May 7, 2026 | 649 | $351.6M |
| Acorn Capital Advisors, LLC | 0002054410 | May 15, 2026 | 22 | $351.8M |
| Brown Miller Wealth Management, LLC | 0001840084 | Apr 23, 2026 | 191 | $351.9M |
| PCJ Investment Counsel Ltd. | 0001426318 | May 11, 2026 | 59 | $352.1M |
| Elmind Capital, LP | 0002052213 | May 15, 2026 | 34 | $352.2M |
| MIC Capital Management UK LLP | 0001889830 | May 13, 2026 | 14 | $352.5M |
| Stolper Co | 0001808195 | Apr 13, 2026 | 93 | $352.5M |
| ForthRight Wealth Management, LLC | 0001841633 | May 12, 2026 | 75 | $352.5M |
| BridgePort Financial Solutions, LLC | 0002031775 | Apr 16, 2026 | 231 | $352.8M |
| Bcwm, LLC | 0001542165 | May 14, 2026 | 57 | $352.8M |
| O'Brien Greene & Co. Inc | 0001768635 | May 6, 2026 | 133 | $353.3M |
| Greystone Financial Group, LLC | 0001845302 | Apr 24, 2026 | 78 | $353.3M |
| First Washington CORP | 0001390043 | May 14, 2026 | 50 | $353.5M |
| Beirne Wealth Consulting Services, LLC | 0001697303 | Apr 30, 2026 | 105 | $353.6M |