| TriaGen Wealth Management LLC | 0001843848 | Apr 29, 2026 | 171 | $366.0M |
| Measured Wealth Private Client Group, LLC | 0001720235 | May 13, 2026 | 726 | $366.1M |
| Argent Advisors, Inc. | 0001426851 | Apr 24, 2026 | 173 | $366.2M |
| Redmond Asset Management, LLC | 0001567890 | May 6, 2026 | 197 | $366.3M |
| Lexington Partners L.P. | 0001621157 | May 6, 2026 | 3 | $366.4M |
| CV Advisors LLC | 0001872254 | May 1, 2026 | 46 | $366.5M |
| Central Valley Advisors, LLC | 0002010698 | Apr 9, 2026 | 187 | $366.5M |
| Princeton Capital Management LLC | 0001167026 | May 8, 2026 | 139 | $366.6M |
| Capco Asset Management, LLC | 0001698068 | May 8, 2026 | 27 | $366.6M |
| WorthPointe, LLC | 0001921448 | May 12, 2026 | 117 | $366.7M |
| Northcape Wealth Management, LLC | 0001902806 | May 1, 2026 | 141 | $366.8M |
| Valueworks LLC | 0001282189 | May 15, 2026 | 35 | $366.9M |
| Birinyi Associates Inc. | 0001079738 | May 4, 2026 | 60 | $367.2M |
| Prasad Wealth Partners, LLC | 0002048885 | Apr 27, 2026 | 146 | $367.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0001697375 | Apr 29, 2026 | 335 | $367.5M |
| White Pine Capital LLC | 0001137429 | Aug 5, 2026 | 230 | $367.7M |
| Merk Investments LLC | 0001302842 | May 18, 2026 | 11 | $367.9M |
| Newton One Investments LLC | 0001842787 | Apr 24, 2026 | 121 | $368.5M |
| ARK & TLK Investments, LLC | 0002013188 | May 12, 2026 | 118 | $368.6M |
| EPG Wealth Management LLC | 0001803058 | May 7, 2026 | 320 | $368.7M |
| CCG Wealth Management, LLC | 0001771169 | Apr 8, 2026 | 136 | $368.9M |
| Atticus Wealth Management, LLC | 0001800234 | Apr 28, 2026 | 181 | $368.9M |
| Investment Management Associates Inc. | 0000052024 | May 7, 2026 | 27 | $369.0M |
| Meredith Wealth Planning | 0001956471 | Apr 27, 2026 | 70 | $369.1M |
| Mizuho Bank, Ltd. | 0001512734 | May 14, 2026 | 4 | $369.5M |
| EdgeRock Capital LLC | 0001908378 | Apr 16, 2026 | 126 | $369.5M |
| Rock Point Advisors, LLC | 0001301540 | May 14, 2026 | 118 | $369.6M |
| Capital Wealth Management, LLC | 0001730456 | Apr 17, 2026 | 34 | $369.6M |
| First American Financial Corp | 0001472787 | May 12, 2026 | 3 | $369.8M |
| Atwater Malick LLC | 0001769288 | Apr 22, 2026 | 95 | $370.2M |
| Teramo Advisors, LLC | 0001904821 | May 13, 2026 | 3 | $370.3M |
| Cowa, LLC | 0001844480 | May 14, 2026 | 158 | $370.6M |
| RFG - Bristol Wealth Advisors, LLC | 0002055104 | May 5, 2026 | 180 | $370.6M |
| Fusion Capital, LLC | 0001802955 | May 13, 2026 | 104 | $370.6M |
| Paragon Advisors, LLC | 0001799719 | May 4, 2026 | 76 | $370.8M |
| Oxbow Capital Management (HK) Ltd | 0001713269 | May 15, 2026 | 6 | $371.0M |
| Prevatt Capital Ltd | 0002009520 | Apr 27, 2026 | 11 | $371.1M |
| Peregrine Asset Advisers, Inc. | 0001535227 | Apr 24, 2026 | 189 | $371.3M |
| Saybrook Capital | 0001044924 | May 5, 2026 | 42 | $371.4M |
| Kiltearn Partners LLP | 0001582633 | May 14, 2026 | 25 | $371.7M |
| Acumen Wealth Advisors, LLC | 0001939202 | May 13, 2026 | 439 | $371.8M |
| Solus Alternative Asset Management LP | 0001407737 | May 15, 2026 | 10 | $371.9M |
| Promethos Capital, LLC | 0001908619 | May 13, 2026 | 46 | $372.1M |
| Blue Owl Capital Holdings LP | 0001858703 | May 14, 2026 | 75 | $372.2M |
| Gavilan Investment Partners LLC | 0001963404 | May 14, 2026 | 14 | $372.3M |
| Doma Perpetual Capital Management LLC | 0001962221 | May 15, 2026 | 11 | $372.4M |
| Mindset Wealth Management, LLC | 0002044232 | Apr 22, 2026 | 176 | $372.5M |
| Freedom Day Solutions, LLC | 0001467517 | May 5, 2026 | 96 | $372.7M |
| Joho Capital LLC | 0001106500 | May 15, 2026 | 10 | $373.1M |
| Bull Harbor Capital LLC | 0002135047 | May 18, 2026 | 458 | $373.3M |
| Landmark Wealth Management, LLC | 0001728778 | Apr 29, 2026 | 148 | $373.4M |
| West Branch Capital LLC | 0001738723 | Apr 14, 2026 | 378 | $373.5M |
| Once Capital Management, LLC | 0001712892 | May 6, 2026 | 22 | $373.6M |
| Compass Advisory Group LLC | 0001720292 | Apr 21, 2026 | 86 | $373.7M |
| Able Wealth Management LLC | 0002011908 | Apr 24, 2026 | 138 | $374.0M |
| Rit Capital Partners PLC | 0000939334 | May 12, 2026 | 12 | $374.1M |
| BankPlus Trust Department | 0002047270 | May 11, 2026 | 466 | $374.3M |
| Straight Path Wealth Management | 0001902506 | Apr 23, 2026 | 129 | $374.4M |
| Keystone Financial Planning, Inc. | 0001596906 | Apr 9, 2026 | 40 | $374.4M |
| Prism Advisors, Inc. | 0001717027 | Apr 23, 2026 | 75 | $374.6M |
| Lifelong Wealth Advisors, Inc. | 0002051717 | Apr 16, 2026 | 88 | $374.7M |
| Cim Investment Management Inc. | 0001179791 | May 19, 2026 | 251 | $374.8M |
| JRM Investment Counsel, LLC | 0001631084 | May 14, 2026 | 21 | $375.4M |
| Access Investment Management LLC | 0002010477 | May 22, 2026 | 157 | $375.6M |
| Northeast Financial Group, Inc. | 0001965773 | May 15, 2026 | 76 | $375.8M |
| St. Clair Advisors, LLC | 0002056292 | Apr 23, 2026 | 82 | $375.8M |
| McMill Wealth Management | 0002056447 | May 13, 2026 | 58 | $376.1M |
| Global View Capital Management LLC | 0001994495 | May 4, 2026 | 140 | $376.7M |
| EnRich Financial Partners LLC | 0001955091 | May 5, 2026 | 64 | $377.1M |
| Truefg, LLC | 0001766067 | Apr 22, 2026 | 71 | $377.3M |
| Cliffwater LLC | 0001659851 | May 13, 2026 | 20 | $377.4M |
| Fivespan Partners, LP | 0002040262 | May 14, 2026 | 4 | $377.4M |
| Wakefield Asset Management LLLP | 0001600435 | May 12, 2026 | 211 | $377.4M |
| Delta Air Lines, Inc. | 0000027904 | May 15, 2026 | 3 | $377.7M |
| Vista Investment Partners LLC | 0002023386 | Apr 9, 2026 | 167 | $377.8M |
| Alta Fox Capital Management, LLC | 0001858353 | May 15, 2026 | 9 | $377.8M |
| Cadent Capital Advisors, LLC | 0001803536 | Apr 8, 2026 | 186 | $378.0M |
| Empirical Asset Management, LLC | 0001926596 | May 11, 2026 | 395 | $378.2M |
| Ifrah Financial Services, Inc. | 0001382646 | Apr 22, 2026 | 200 | $378.3M |
| Adamsbrown Wealth Consultants LLC | 0001911244 | Apr 15, 2026 | 138 | $378.3M |
| Bare Financial Services, Inc | 0002009426 | May 14, 2026 | 1,730 | $378.3M |
| Morton Brown Family Wealth, LLC | 0001909851 | Apr 21, 2026 | 292 | $378.4M |
| Legacy Financial Group, Inc. | 0001965579 | Apr 27, 2026 | 89 | $378.4M |
| Highland Financial Advisors, LLC | 0001939237 | Apr 21, 2026 | 67 | $378.7M |
| Progressive Investment Management Corp | 0001353318 | May 5, 2026 | 58 | $378.7M |
| Fairway Wealth LLC | 0002019393 | Apr 23, 2026 | 192 | $378.9M |
| MPS Loria Financial Planners, LLC | 0001716180 | May 8, 2026 | 89 | $379.0M |
| Carr Financial Group Corp | 0001931232 | May 12, 2026 | 174 | $379.1M |
| Somerville Kurt F | 0001215208 | May 8, 2026 | 91 | $379.1M |
| Neo Ivy Capital Management | 0001727783 | May 15, 2026 | 315 | $379.1M |
| BWM Planning, LLC | 0002039698 | Apr 22, 2026 | 87 | $379.1M |
| HWG Holdings LP | 0001599390 | May 6, 2026 | 53 | $379.1M |
| Cardinal Strategic Wealth Guidance | 0001801989 | Apr 20, 2026 | 63 | $379.2M |
| Rooted Wealth Advisors, Inc. | 0001963732 | Apr 21, 2026 | 144 | $379.2M |
| Attestor Capital Ltd | 0001830731 | Apr 24, 2026 | 8 | $379.5M |
| Muhlenkamp & Co. Inc. | 0001133219 | May 6, 2026 | 29 | $379.8M |
| Butensky & Cohen Financial Security, Inc. | 0001632802 | Apr 9, 2026 | 98 | $379.9M |
| Marks Wealth, LLC | 0001838660 | May 4, 2026 | 12 | $380.1M |
| OCO Capital Partners, L.P. | 0001764525 | May 15, 2026 | 8 | $380.2M |
| Aquire Wealth Advisors, LLC | 0001745945 | Apr 10, 2026 | 48 | $380.2M |