| HORAN Wealth, LLC | 0002072569 | Nov 5, 2025 | 192 | $634.6M |
| Central Bank & Trust Co. | 0001175954 | Oct 9, 2025 | 179 | $634.4M |
| Regatta Capital Group, LLC | 0001911488 | Oct 17, 2025 | 214 | $633.1M |
| Fiduciary Financial Group, LLC | 0001925420 | Oct 10, 2025 | 322 | $633.0M |
| Gries Financial LLC | 0001049662 | Oct 22, 2025 | 323 | $632.7M |
| Oliver Luxxe Assets LLC | 0001666239 | Oct 24, 2025 | 182 | $631.7M |
| Huber Capital Management LLC | 0001511697 | Nov 13, 2025 | 107 | $631.4M |
| Round Rock Advisors LLC | 0001846991 | Nov 14, 2025 | 327 | $631.2M |
| Fortis Capital Advisors, LLC | 0001959790 | Oct 31, 2025 | 283 | $631.1M |
| Walkner Condon Financial Advisors LLC | 0001817494 | Oct 29, 2025 | 299 | $631.1M |
| Conifer Management, L.L.C. | 0001773994 | Nov 14, 2025 | 5 | $631.1M |
| Magnolia Group, LLC | 0001618376 | Oct 29, 2025 | 11 | $630.8M |
| Nordwand Advisors, LLC | 0001962713 | Oct 29, 2025 | 155 | $630.5M |
| B & T Capital Management DBA Alpha Capital Management | 0001450935 | Nov 12, 2025 | 117 | $630.4M |
| Stablepoint Partners, LLC | 0002011237 | Nov 3, 2025 | 248 | $630.0M |
| True North Advisors, LLC | 0001634556 | Oct 14, 2025 | 215 | $630.0M |
| Market Street Wealth Management Advisors LLC | 0001767601 | Oct 14, 2025 | 101 | $629.7M |
| Consolidated Press International Holdings Ltd. | 0001260786 | Nov 14, 2025 | 13 | $629.5M |
| Tsfg, LLC | 0001800513 | Nov 4, 2025 | 872 | $629.5M |
| Matauro, LLC | 0002052964 | Oct 10, 2025 | 155 | $629.4M |
| Hughes Financial Services, LLC | 0002054465 | Nov 14, 2025 | 1,034 | $628.6M |
| Harbor Group, Inc. | 0001840486 | Oct 14, 2025 | 104 | $628.6M |
| Allied Investment Advisors, LLC | 0001729869 | Nov 4, 2025 | 97 | $628.3M |
| LCC Family Corp. | 0002080628 | Nov 12, 2025 | 1 | $628.1M |
| Virtue Capital Management, LLC | 0001729985 | Feb 18, 2026 | 297 | $627.8M |
| DSG Capital Advisors, LLC | 0002060765 | Nov 3, 2025 | 123 | $627.5M |
| Credit Industriel Et Commercial | 0001274419 | Nov 7, 2025 | 218 | $627.3M |
| Calydon Capital | 0001759271 | Nov 14, 2025 | 272 | $626.6M |
| Laffer Tengler Investments, Inc. | 0001307878 | Nov 12, 2025 | 162 | $626.5M |
| Mach-1 Financial Group, LLC | 0001843358 | Nov 12, 2025 | 246 | $626.5M |
| Integrity Advisory Solutions, LLC | 0002057931 | Nov 12, 2025 | 246 | $626.5M |
| Chescapmanager LLC | 0001697162 | Nov 14, 2025 | 19 | $626.3M |
| SFE Investment Counsel | 0001317784 | Nov 14, 2025 | 147 | $626.3M |
| Westside Investment Management, Inc. | 0001538383 | Nov 4, 2025 | 1,384 | $625.9M |
| Sentinel Pension Advisors, LLC | 0001802290 | Oct 21, 2025 | 123 | $625.4M |
| Heritage Investment Group, Inc. | 0001876811 | Oct 31, 2025 | 113 | $624.5M |
| Cornerstone Planning Group LLC | 0001822587 | Nov 4, 2025 | 1,694 | $624.4M |
| Elk River Wealth Management LLC | 0001844107 | Oct 23, 2025 | 101 | $623.9M |
| Value Holdings Management Co. LLC | 0001695658 | Oct 9, 2025 | 32 | $623.8M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0000932724 | Nov 12, 2025 | 273 | $623.6M |
| Soundwatch Capital LLC | 0001803253 | Nov 5, 2025 | 39 | $623.6M |
| Towercrest Capital Management | 0001633288 | Oct 24, 2025 | 99 | $623.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0001599852 | Nov 14, 2025 | 147 | $622.8M |
| Affinity Partners GP LP | 0002059583 | Nov 14, 2025 | 1 | $622.7M |
| Masters Capital Management LLC | 0001104186 | Nov 14, 2025 | 43 | $622.5M |
| Nicolet Bankshares Inc. | 0001174850 | Nov 13, 2025 | 218 | $622.3M |
| Mitchell McLeod Pugh & Williams Inc. | 0001632105 | Oct 30, 2025 | 281 | $621.8M |
| Dudley & Shanley, Inc. | 0000883511 | Oct 8, 2025 | 32 | $621.5M |
| FRG Family Wealth Advisors LLC | 0001893327 | Nov 13, 2025 | 155 | $621.3M |
| Shannon River Fund Management LLC | 0001301050 | Nov 13, 2025 | 20 | $621.2M |
| Schnieders Capital Management, Llc. | 0002057056 | Nov 6, 2025 | 219 | $619.7M |
| Strategic Advisors LLC | 0001569119 | Nov 3, 2025 | 184 | $619.6M |
| Seven Mile Advisory | 0001987932 | Nov 13, 2025 | 304 | $619.4M |
| Bellecapital International Ltd. | 0001600152 | Oct 17, 2025 | 133 | $619.4M |
| Werba Rubin Papier Wealth Management | 0001971029 | Nov 4, 2025 | 241 | $619.1M |
| Watts Gwilliam & Co., LLC | 0001657733 | Nov 21, 2025 | 222 | $619.1M |
| Beck Bode, LLC | 0001790548 | Nov 14, 2025 | 92 | $618.9M |
| Security Financial Services, INC. | 0001913590 | Oct 14, 2025 | 202 | $618.6M |
| Hudson Edge Investment Partners Inc. | 0000740272 | Oct 30, 2025 | 88 | $617.8M |
| PBMares Wealth Management LLC | 0001801682 | Oct 27, 2025 | 196 | $616.9M |
| Probity Advisors, Inc. | 0001676603 | Oct 30, 2025 | 235 | $616.9M |
| SeaBridge Investment Advisors LLC | 0001304229 | Oct 22, 2025 | 203 | $616.2M |
| Primavera Capital Management Ltd | 0001686305 | Nov 13, 2025 | 3 | $615.9M |
| Woodard & Co. Asset Management Group Inc. | 0000771118 | Oct 30, 2025 | 144 | $615.6M |
| Adventist Health System/ West | 0001802516 | Oct 21, 2025 | 8 | $613.9M |
| SOA Wealth Advisors, LLC. | 0001849444 | Oct 21, 2025 | 893 | $613.8M |
| TFO Wealth Partners, LLC | 0001698750 | Oct 21, 2025 | 50 | $613.5M |
| SC&H Financial Advisors, Inc. | 0001907898 | Oct 21, 2025 | 147 | $613.4M |
| IFG Advisors, LLC | 0001783412 | Nov 6, 2025 | 150 | $612.9M |
| AdvisorShares Investments LLC | 0001425930 | Nov 5, 2025 | 291 | $612.2M |
| Bell Investment Advisors, Inc | 0001890149 | Nov 21, 2025 | 1,876 | $611.9M |
| WPWealth LLP | 0001950118 | Nov 12, 2025 | 94 | $611.8M |
| Fieldview Capital Management, LLC | 0002040221 | Nov 13, 2025 | 383 | $611.6M |
| Asset Management Group, Inc. | 0001511550 | Nov 14, 2025 | 136 | $611.3M |
| Broad Run Investment Management, LLC | 0001568621 | Nov 14, 2025 | 24 | $610.9M |
| MPM Bioimpact LLC | 0001687078 | Nov 14, 2025 | 40 | $610.9M |
| RWC Asset Advisors (us) LLC | 0001638081 | Oct 27, 2025 | 17 | $610.9M |
| Cypress Wealth Services, LLC | 0001721527 | Oct 15, 2025 | 346 | $610.6M |
| Ignite Planners, LLC | 0001849348 | Oct 8, 2025 | 377 | $610.5M |
| Morton Capital Management LLC | 0002002628 | Oct 24, 2025 | 131 | $609.4M |
| Chandler Asset Management, Inc. | 0001665018 | Oct 23, 2025 | 22 | $609.4M |
| Walter Public Investments Inc. | 0001925251 | Oct 28, 2025 | 47 | $608.5M |
| Advocate Group LLC | 0001853401 | Oct 20, 2025 | 122 | $608.3M |
| Fort Baker Capital Management LP | 0001688382 | Nov 14, 2025 | 87 | $607.9M |
| Stanley Capital Management, LLC | 0001518934 | Nov 14, 2025 | 40 | $607.7M |
| Earned Wealth Advisors, LLC | 0001905663 | Oct 22, 2025 | 346 | $607.2M |
| Bricktown Capital, LLC | 0001934657 | Oct 20, 2025 | 25 | $607.0M |
| Northwest Wealth Management, LLC | 0001695344 | Oct 14, 2025 | 219 | $606.7M |
| SevenBridge Financial Group, LLC | 0001673954 | Nov 13, 2025 | 212 | $606.6M |
| Financial Management Network Inc. | 0001844831 | Oct 29, 2025 | 186 | $606.4M |
| Deltec Asset Management LLC | 0001269950 | Oct 24, 2025 | 206 | $606.3M |
| Secure Asset Management, LLC | 0001800692 | Oct 9, 2025 | 305 | $606.3M |
| Pettyjohn, Wood & White, Inc. | 0001128213 | Nov 13, 2025 | 203 | $605.7M |
| Somerville Kurt F | 0001215208 | Nov 10, 2025 | 111 | $605.2M |
| Schmidt P J Investment Management Inc. | 0001008895 | Oct 27, 2025 | 199 | $605.1M |
| West Financial Advisors, LLC | 0001843684 | Oct 14, 2025 | 193 | $605.0M |
| Bellwether Advisors, LLC | 0001819815 | Nov 12, 2025 | 136 | $604.9M |
| Cornerstone Management, Inc. | 0001587867 | Oct 10, 2025 | 63 | $604.7M |
| North Point Portfolio Managers Corp. | 0001105344 | Oct 23, 2025 | 72 | $604.6M |
| Capital Insight Partners, LLC | 0001664385 | Oct 14, 2025 | 163 | $604.0M |