| Berman McAleer LLC | 0002094332 | Apr 17, 2026 | 162 | $733.0M |
| Global Frontier Investments LLC | 0001821219 | May 15, 2026 | 30 | $732.0M |
| Rice Partnership, LLC | 0001736736 | May 7, 2026 | 178 | $731.8M |
| Intellus Advisors LLC | 0002055137 | May 7, 2026 | 125 | $731.8M |
| GFI Investment Counsel Ltd. | 0001688774 | May 14, 2026 | 24 | $731.5M |
| Third View Private Wealth, LLC | 0002083406 | Apr 15, 2026 | 267 | $730.3M |
| Acorn Financial Advisory Services Inc. | 0001018561 | Apr 24, 2026 | 215 | $729.8M |
| Capital Investment Counsel, LLC | 0002033609 | Apr 23, 2026 | 143 | $729.8M |
| Horst & Graben Wealth Management LLC | 0001818207 | Apr 29, 2026 | 195 | $729.0M |
| Meridian Wealth Partners, LLC | 0001781942 | May 14, 2026 | 118 | $728.6M |
| Skba Capital Management LLC | 0000932024 | May 13, 2026 | 79 | $728.4M |
| Sloy Dahl & Holst, LLC | 0001690295 | May 14, 2026 | 112 | $728.4M |
| Tran Capital Management, L.P. | 0001009262 | Apr 14, 2026 | 71 | $728.3M |
| Dillon & Associates Inc. | 0001054425 | May 7, 2026 | 75 | $726.4M |
| FIFTHDELTA Ltd | 0001872766 | May 15, 2026 | 11 | $724.8M |
| Conversant Capital LLC | 0001850901 | May 15, 2026 | 16 | $724.7M |
| Financial Advisors Network, Inc. | 0001697856 | May 15, 2026 | 204 | $724.3M |
| Klaas Financial Asset Advisors, LLC | 0001819279 | Apr 16, 2026 | 59 | $724.2M |
| TLT Family Holdco ULC | 0002081869 | May 14, 2026 | 8 | $724.1M |
| FengHe Fund Management Pte. Ltd. | 0001660531 | May 15, 2026 | 31 | $723.6M |
| Financial Solutions Advisory Group, Inc. | 0002135269 | Jun 1, 2026 | 174 | $723.4M |
| Debussy Capital Management LP | 0001682021 | May 14, 2026 | 281 | $723.2M |
| Unique Wealth, LLC | 0001957124 | Apr 21, 2026 | 182 | $723.2M |
| Apollon Financial, LLC | 0002011195 | Apr 22, 2026 | 260 | $723.1M |
| Zevin Asset Management LLC | 0001394096 | May 7, 2026 | 93 | $723.0M |
| Castellan Group | 0001832521 | Apr 23, 2026 | 34 | $722.6M |
| Mechanics Bank Trust Department | 0001439743 | Apr 9, 2026 | 199 | $722.2M |
| FCPM III Services B.V. | 0002013410 | May 15, 2026 | 10 | $722.2M |
| Pasadena Private Wealth, LLC | 0001760578 | Apr 22, 2026 | 237 | $720.8M |
| White Lighthouse Investment Management Inc. | 0001727593 | May 15, 2026 | 145 | $720.8M |
| Financial Advisory Corp | 0001813369 | Apr 13, 2026 | 51 | $719.8M |
| Fagan Associates, Inc. | 0001607866 | May 4, 2026 | 135 | $719.2M |
| Ellevest, Inc. | 0001644128 | May 11, 2026 | 431 | $719.1M |
| Summit Asset Management, LLC | 0001509974 | May 8, 2026 | 172 | $718.8M |
| Physician Wealth Advisors, Inc. | 0001795173 | Apr 24, 2026 | 2,057 | $718.5M |
| KADENSA CAPITAL Ltd | 0001720980 | May 15, 2026 | 39 | $718.5M |
| Tobias Financial Advisors, Inc. | 0001802080 | May 13, 2026 | 143 | $718.3M |
| Werba Rubin Papier Wealth Management | 0001971029 | May 12, 2026 | 278 | $718.1M |
| Sycomore Asset Management | 0001728681 | May 11, 2026 | 73 | $718.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0001512022 | May 13, 2026 | 97 | $717.6M |
| Live Oak Private Wealth LLC | 0001799877 | Apr 20, 2026 | 207 | $717.3M |
| Nuance Investments, LLC | 0001473182 | May 8, 2026 | 43 | $717.1M |
| Arkansas Financial Group, Inc. | 0000764611 | Apr 13, 2026 | 94 | $717.0M |
| Cambient Family Office, LLC | 0002105684 | Apr 21, 2026 | 261 | $716.4M |
| Anatole Investment Management Ltd | 0001693745 | May 15, 2026 | 15 | $716.3M |
| Biltmore Family Office, LLC | 0001731123 | May 11, 2026 | 325 | $715.5M |
| Ovata Capital Management Ltd | 0001724517 | May 13, 2026 | 38 | $715.4M |
| Strategic Planning Group, LLC | 0001875525 | Apr 22, 2026 | 72 | $715.3M |
| Legacy Financial Advisors, Inc. | 0001730810 | Apr 30, 2026 | 404 | $715.1M |
| Nexus Investment Management ULC | 0001476329 | Apr 20, 2026 | 70 | $715.1M |
| First Hawaiian Bank | 0000764106 | Apr 13, 2026 | 85 | $715.0M |
| Compass Financial Group, INC | 0001964835 | Apr 29, 2026 | 105 | $714.8M |
| EagleClaw Capital Managment, LLC | 0001607636 | May 8, 2026 | 145 | $714.1M |
| Glen Eagle Advisors, LLC | 0002029317 | May 15, 2026 | 1,021 | $713.9M |
| Polymer Capital Management (HK) LTD | 0001970465 | May 14, 2026 | 147 | $713.5M |
| Affinity Capital Advisors, LLC | 0001810023 | Apr 13, 2026 | 181 | $713.2M |
| Leelyn Smith, LLC | 0001777817 | Apr 27, 2026 | 154 | $713.1M |
| Zweig-DiMenna Associates LLC | 0001533950 | May 5, 2026 | 59 | $713.0M |
| Tri Locum Partners LP | 0001826434 | May 18, 2026 | 17 | $712.5M |
| Defilade Capital Management, L.P. | 0002088557 | Jun 12, 2026 | 31 | $712.2M |
| Alvarez & Marsal Private Wealth Partners, LLC | 0002109121 | May 14, 2026 | 177 | $712.2M |
| Asio Capital, LLC | 0001803291 | Apr 15, 2026 | 110 | $712.1M |
| Personal Cfo Solutions, LLC | 0001677501 | Apr 30, 2026 | 520 | $711.9M |
| Dimension Capital Management LLC | 0001041773 | May 15, 2026 | 121 | $711.6M |
| Sixth Street Partners Management Company, L.P. | 0001812095 | May 15, 2026 | 7 | $710.7M |
| Dean Investment Associates, LLC | 0000846797 | May 15, 2026 | 190 | $710.4M |
| Greenup Street Wealth Management LLC | 0001909904 | Apr 20, 2026 | 127 | $710.3M |
| LaSalle St. Investment Advisors, LLC | 0001966193 | May 8, 2026 | 411 | $710.0M |
| AA Financial Advisors, LLC | 0002016899 | Apr 21, 2026 | 221 | $709.9M |
| Lee Financial Co | 0001391166 | Apr 13, 2026 | 145 | $708.8M |
| Cypress Wealth Services, LLC | 0001721527 | Apr 15, 2026 | 397 | $708.3M |
| Northstar Group, Inc. | 0001631408 | Apr 28, 2026 | 166 | $707.4M |
| Summit Street Capital Management, LLC | 0001595533 | May 15, 2026 | 31 | $707.3M |
| Graham Holdings Co Master Retirement Trust | 0001912699 | May 15, 2026 | 2 | $706.4M |
| Mirador Capital Partners LP | 0001633446 | Apr 8, 2026 | 203 | $706.0M |
| Summit Financial Wealth Advisors, LLC | 0001632283 | May 26, 2026 | 193 | $705.4M |
| J.P. Marvel Investment Advisors, LLC | 0001426755 | May 6, 2026 | 60 | $705.2M |
| Wolf Hill Capital Management, LP | 0001785988 | May 14, 2026 | 20 | $704.8M |
| Sava Infond d.o.o. | 0002055882 | May 11, 2026 | 230 | $704.7M |
| Shay Capital LLC | 0001723643 | May 15, 2026 | 388 | $704.1M |
| Brown Capital Management LLC | 0000885062 | May 14, 2026 | 56 | $704.0M |
| TRB Wealth Management, LLC | 0002130988 | May 14, 2026 | 285 | $703.6M |
| Nishkama Capital, LLC | 0001633799 | May 15, 2026 | 39 | $702.9M |
| Shellback Capital, LP | 0001591744 | May 15, 2026 | 79 | $702.6M |
| Arlington Financial Advisors, LLC | 0001716539 | Apr 15, 2026 | 95 | $701.9M |
| Enclave Advisors LLC | 0001836110 | Apr 13, 2026 | 126 | $701.5M |
| Kora Management LP | 0001659815 | May 15, 2026 | 9 | $701.5M |
| Faithward Advisors, LLC | 0001695078 | Apr 17, 2026 | 261 | $700.9M |
| Academy Capital Management | 0001031972 | May 14, 2026 | 37 | $699.4M |
| Ikarian Capital, LLC | 0001778253 | May 15, 2026 | 127 | $699.0M |
| IFC Advisors LLC | 0002053348 | May 4, 2026 | 158 | $698.9M |
| Tensile Capital Management LP | 0001598843 | May 15, 2026 | 25 | $698.5M |
| Wilkins Investment Counsel Inc. | 0001276853 | May 7, 2026 | 119 | $698.2M |
| Kelman-Lazarov, Inc. | 0001672067 | Apr 27, 2026 | 140 | $697.6M |
| Allied Investment Advisors, LLC | 0001729869 | Apr 27, 2026 | 100 | $697.4M |
| Golden Unicorn (BVI) Ltd | 0002078724 | May 15, 2026 | 4 | $697.1M |
| Abundance Wealth Counselors | 0001767080 | Apr 23, 2026 | 243 | $697.0M |
| Fourpath Capital Management, LLC | 0001894484 | May 1, 2026 | 217 | $697.0M |
| Cortland Associates Inc. | 0001014315 | Apr 30, 2026 | 62 | $696.8M |
| JLB & Associates Inc. | 0001085227 | May 4, 2026 | 70 | $696.4M |