| Twin Peaks Wealth Advisors, LLC | 0002006218 | May 8, 2026 | 2,369 | $397.1M |
| Elevated Capital Advisors, LLC | 0001802387 | Apr 30, 2026 | 843 | $397.3M |
| TrueWealth Advisors, LLC | 0001817714 | Apr 9, 2026 | 233 | $397.6M |
| Cypress Funds LLC | 0001081198 | Jul 9, 2026 | 14 | $397.6M |
| Kelly Financial Group LLC | 0001128066 | Apr 9, 2026 | 100 | $397.7M |
| Searle & Co. | 0000710127 | May 8, 2026 | 194 | $397.7M |
| LongView Wealth Management | 0001990190 | Apr 15, 2026 | 247 | $398.1M |
| BCGM Wealth Management, LLC | 0001830467 | May 5, 2026 | 178 | $398.1M |
| May Hill Capital, LLC | 0002056340 | May 6, 2026 | 223 | $398.2M |
| Tillman Hartley LLC | 0001966355 | May 8, 2026 | 88 | $398.3M |
| Bard Associates Inc. | 0001105907 | May 8, 2026 | 293 | $398.5M |
| Fortem Financial Group, LLC | 0001766509 | Apr 16, 2026 | 173 | $398.5M |
| Fosun International Ltd | 0001447884 | May 14, 2026 | 66 | $398.6M |
| NovaPoint Capital, LLC | 0001815025 | May 6, 2026 | 79 | $398.6M |
| Turim 21 Investimentos Ltda. | 0001652174 | May 15, 2026 | 117 | $398.6M |
| Ironsides Asset Advisors, LLC | 0001615135 | May 11, 2026 | 80 | $398.7M |
| PW Nova Financial Services LLC | 0002127408 | Apr 16, 2026 | 193 | $398.7M |
| Legacy Wealth Partners, LLC | 0002066638 | Apr 17, 2026 | 176 | $398.9M |
| Kettle Hill Capital Management, LLC | 0001387369 | May 15, 2026 | 45 | $399.1M |
| Monument Capital Management | 0001729428 | Apr 16, 2026 | 217 | $399.1M |
| One Charles Private Wealth Services, LLC | 0001800938 | May 7, 2026 | 158 | $399.2M |
| Advus Financial Partners, LLC | 0002150676 | Aug 25, 2026 | 246 | $399.4M |
| Mokosak Advisory Group, LLC | 0001713112 | Apr 28, 2026 | 34 | $399.5M |
| RDA Financial Network | 0001774086 | Apr 8, 2026 | 273 | $399.6M |
| Dumont & Blake Investment Advisors LLC | 0001287618 | Apr 28, 2026 | 202 | $399.7M |
| Home Federal Bank of Tennessee | 0001665446 | Apr 15, 2026 | 94 | $399.9M |
| Joseph Group Capital Management | 0001910383 | May 8, 2026 | 379 | $400.4M |
| Brown, Lisle/Cummings, Inc. | 0000014745 | Apr 20, 2026 | 1,021 | $400.4M |
| Strengthening Families & Communities, LLC | 0001921196 | May 11, 2026 | 589 | $400.8M |
| Citizens & Northern Corp. | 0000810958 | Apr 27, 2026 | 119 | $401.0M |
| TRV GP V, LLC | 0001990717 | May 7, 2026 | 3 | $401.0M |
| Fruth Investment Management | 0001416856 | Apr 21, 2026 | 229 | $401.3M |
| Beam Wealth Advisors, Inc. | 0001803426 | Apr 30, 2026 | 108 | $401.7M |
| Integral Investment Advisors, Inc. | 0001902826 | Apr 28, 2026 | 174 | $401.9M |
| Meridian Management Co. | 0000806097 | May 5, 2026 | 81 | $401.9M |
| United Wealth Management, LLC | 0002055362 | May 4, 2026 | 24 | $402.3M |
| Bridgefront Capital, LLC | 0001725690 | May 15, 2026 | 503 | $402.3M |
| Steamboat Capital Partners, LLC | 0001635663 | May 15, 2026 | 56 | $402.5M |
| CLG LLC | 0002059872 | May 14, 2026 | 134 | $402.7M |
| Flagstone Financial Management | 0001968890 | Apr 27, 2026 | 71 | $402.9M |
| Varenne Capital Partners | 0001902567 | May 13, 2026 | 27 | $403.0M |
| McElhenny Sheffield Capital Management, LLC | 0001886813 | Apr 23, 2026 | 95 | $403.4M |
| M3F, Inc. | 0001511291 | Apr 28, 2026 | 28 | $403.5M |
| Diligent Investors, LLC | 0001549042 | Apr 15, 2026 | 346 | $403.7M |
| Keating Investment Counselors Inc. | 0001020580 | Apr 27, 2026 | 59 | $403.8M |
| Aspen Capital Management, LLC | 0002065974 | Apr 20, 2026 | 77 | $404.0M |
| COFG Advisors, LLC | 0002104330 | May 11, 2026 | 241 | $404.4M |
| Meiji Yasuda America Inc | 0002072353 | May 12, 2026 | 57 | $404.4M |
| Compass Wealth Management LLC | 0001965653 | Apr 21, 2026 | 75 | $404.6M |
| Peterson Wealth Services | 0001906799 | Apr 30, 2026 | 215 | $404.7M |
| O'Keefe Stevens Advisory, Inc. | 0001780565 | Apr 7, 2026 | 76 | $404.7M |
| Carderock Capital Management Inc. | 0001168889 | Apr 10, 2026 | 73 | $404.8M |
| Nikulski Financial, Inc. | 0001729847 | May 15, 2026 | 175 | $405.1M |
| SWS Partners | 0001731731 | Apr 21, 2026 | 112 | $405.4M |
| Natural Investments, LLC | 0001800245 | May 1, 2026 | 288 | $405.4M |
| Strategic Financial Concepts, LLC | 0001870686 | May 13, 2026 | 298 | $405.5M |
| Colony Family Offices, LLC | 0001633573 | Apr 21, 2026 | 62 | $405.5M |
| New Capital Management LP | 0001696731 | Apr 14, 2026 | 59 | $405.7M |
| Atlantic Edge Private Wealth Management, LLC | 0002011145 | Apr 22, 2026 | 595 | $405.8M |
| Rothschild Capital Partners, LLC | 0001569833 | May 15, 2026 | 88 | $405.8M |
| Evelyn Partners Asset Management Ltd | 0002065207 | May 15, 2026 | 308 | $405.8M |
| Westmount Partners, LLC | 0002051491 | Apr 16, 2026 | 262 | $405.9M |
| 111 Capital | 0002060412 | May 11, 2026 | 328 | $405.9M |
| G2 Investment Partners Management LLC | 0001593404 | May 15, 2026 | 71 | $406.1M |
| Renaissancere Holdings Ltd. | 0000913144 | May 14, 2026 | 5 | $406.3M |
| Perbak Capital Partners LLP | 0001968437 | May 15, 2026 | 294 | $406.4M |
| WealthTrust Axiom LLC | 0001425949 | May 11, 2026 | 290 | $406.4M |
| M & L Capital Management Ltd | 0001927627 | Apr 10, 2026 | 19 | $406.7M |
| Global Wealth Strategies & Associates | 0001912297 | Apr 3, 2026 | 543 | $407.0M |
| HFR Wealth Management, LLC | 0001877822 | May 4, 2026 | 49 | $407.4M |
| Dodds Wealth, LLC | 0001973728 | May 8, 2026 | 51 | $407.4M |
| Coleford Investment Management Ltd. | 0001939136 | May 11, 2026 | 24 | $407.8M |
| DeDora Capital, Inc. | 0001717658 | Apr 27, 2026 | 123 | $407.8M |
| Lead Edge Capital Management, LLC | 0001802797 | May 15, 2026 | 12 | $407.9M |
| Parkwoods Wealth Partners, LLC | 0002042772 | Apr 13, 2026 | 111 | $407.9M |
| Great Point Partners LLC | 0001281446 | May 15, 2026 | 39 | $408.3M |
| Monarch Capital Management Inc. | 0000938759 | Apr 16, 2026 | 127 | $408.6M |
| RIA Advisory Group LLC | 0001958384 | Apr 24, 2026 | 144 | $408.8M |
| Quaker Capital Investments, LLC | 0001633648 | May 15, 2026 | 21 | $408.9M |
| Lineage Point Capital LP | 0002093311 | May 15, 2026 | 271 | $409.3M |
| Grace & Mercy Foundation, Inc. | 0001715783 | May 15, 2026 | 21 | $409.7M |
| Intesa Sanpaolo Wealth Management | 0002110902 | May 15, 2026 | 299 | $409.7M |
| Palumbo Wealth Management LLC | 0001846310 | May 12, 2026 | 221 | $409.8M |
| TSP Capital Management Group, LLC | 0001317208 | Apr 24, 2026 | 45 | $409.8M |
| Legacy Wealth Asset Management, LLC | 0001846151 | Apr 8, 2026 | 374 | $411.0M |
| Baker Tilly Wealth Management, LLC | 0001840565 | Apr 10, 2026 | 280 | $411.2M |
| Long Corridor Asset Management Ltd | 0001845501 | May 12, 2026 | 38 | $411.3M |
| G2 Capital Management, LLC / Oh | 0001910858 | May 12, 2026 | 73 | $411.4M |
| Sollinda Capital Management LLC | 0002012034 | Apr 30, 2026 | 75 | $411.4M |
| Hill Island Financial LLC | 0001909798 | May 13, 2026 | 84 | $411.6M |
| Cincinnati Specialty Underwriters Insurance CO | 0001426763 | May 11, 2026 | 46 | $411.6M |
| Pioneer Trust Bank N A | 0001006435 | Apr 29, 2026 | 83 | $412.1M |
| Symmetry Investments LP | 0001691919 | May 15, 2026 | 70 | $412.1M |
| Q3 Asset Management | 0001732543 | Apr 28, 2026 | 64 | $412.1M |
| Standpoint Asset Management, LLC | 0001780423 | Apr 16, 2026 | 8 | $412.3M |
| Timber Creek Capital Management LLC | 0001510848 | Apr 28, 2026 | 78 | $412.5M |
| Channel Wealth LLC | 0001975550 | May 12, 2026 | 173 | $412.8M |
| Centennial Wealth Advisory LLC | 0001839421 | Apr 20, 2026 | 160 | $413.0M |
| Lionstone Capital Management LLC | 0001575662 | May 15, 2026 | 12 | $413.0M |
| Outlook Wealth Advisors, LLC | 0001767151 | Apr 17, 2026 | 310 | $413.1M |