| Secure Asset Management, LLC | 0001800692 | Jul 15, 2026 | 320 | $710.7M |
| Trust Co of the South | 0002008165 | Jul 1, 2026 | 146 | $710.2M |
| Tulsa Wealth Advisors, INC | 0002114442 | Aug 6, 2026 | 166 | $710.2M |
| Hamilton Point Investment Advisors, LLC | 0001599746 | Jul 28, 2026 | 192 | $710.0M |
| Chandler Asset Management, Inc. | 0001665018 | Aug 7, 2026 | 21 | $709.7M |
| Hel Ved Capital Management Ltd | 0001840129 | Aug 14, 2026 | 63 | $709.7M |
| Destiny Wealth Partners, LLC | 0001844369 | Aug 7, 2026 | 184 | $708.8M |
| K.J. Harrison & Partners Inc | 0001418359 | Aug 7, 2026 | 224 | $705.7M |
| Central Bank & Trust Co. | 0001175954 | Jul 17, 2026 | 185 | $705.3M |
| Kelleher Financial Advisors | 0001507971 | Aug 6, 2026 | 864 | $704.8M |
| Rivermont Capital Management LP | 0001965613 | Aug 13, 2026 | 20 | $704.8M |
| Vega Investment Solutions | 0002056914 | Aug 13, 2026 | 144 | $704.5M |
| DSG Capital Advisors, LLC | 0002060765 | Aug 6, 2026 | 118 | $704.2M |
| TLT Family Holdco ULC | 0002081869 | Aug 13, 2026 | 9 | $703.9M |
| Platinum Paramount Investment LTD. | 0002089123 | Aug 14, 2026 | 3 | $703.7M |
| Monarch Alternative Capital LP | 0001281084 | Aug 14, 2026 | 7 | $703.2M |
| Market Street Wealth Management Advisors LLC | 0001767601 | Jul 20, 2026 | 120 | $703.0M |
| Global Wealth Management Investment Advisory, Inc. | 0001767855 | Jul 29, 2026 | 160 | $702.7M |
| Pacific Sage Partners, LLC | 0001936845 | Aug 6, 2026 | 126 | $702.3M |
| Mountain Capital Investment Advisors Inc. | 0001714506 | Jul 14, 2026 | 95 | $702.2M |
| Summit Wealth Partners, LLC | 0002033312 | Aug 3, 2026 | 280 | $701.9M |
| 12th Street Asset Management Company, LLC | 0001633703 | Aug 13, 2026 | 32 | $701.8M |
| Strategic Global Advisors, LLC | 0001580212 | Aug 14, 2026 | 129 | $701.8M |
| Atlas Wealth LLC | 0001964106 | Jul 28, 2026 | 178 | $701.4M |
| Oak Hill Advisors LP | 0001164688 | Aug 14, 2026 | 12 | $700.9M |
| American Money Management, LLC | 0001600085 | Aug 13, 2026 | 174 | $700.2M |
| Bwcp, LP | 0001787893 | Aug 14, 2026 | 24 | $700.1M |
| Rainey & Randall Wealth Advisors Inc. | 0001728355 | Jul 24, 2026 | 77 | $699.8M |
| Larch Capital Partners LLC | 0002112646 | Aug 17, 2026 | 58 | $699.6M |
| Probity Advisors, Inc. | 0001676603 | Jul 31, 2026 | 232 | $699.2M |
| Sphera Funds Management LTD. | 0001496201 | Aug 14, 2026 | 97 | $698.8M |
| Fiducient Advisors LLC | 0001729866 | Aug 7, 2026 | 153 | $698.4M |
| Tarbox Family Office, Inc. | 0001599603 | Aug 3, 2026 | 96 | $698.2M |
| Princeton Global Asset Management LLC | 0001767349 | Jul 16, 2026 | 831 | $697.8M |
| Saturn V Capital Management LP | 0001964437 | Aug 14, 2026 | 23 | $697.5M |
| Mraz, Amerine & Associates, Inc. | 0001542324 | Jul 16, 2026 | 199 | $697.1M |
| Financial Management Network Inc. | 0001844831 | Aug 6, 2026 | 211 | $696.8M |
| Crane Advisory, LLC | 0001951283 | Jul 20, 2026 | 55 | $696.6M |
| Brickley Wealth Management | 0001712533 | Jul 14, 2026 | 68 | $696.4M |
| IPG Investment Advisors LLC | 0001602237 | Aug 12, 2026 | 268 | $695.9M |
| Cornerstone Management, Inc. | 0001587867 | Jul 16, 2026 | 67 | $695.1M |
| Affiance Financial, LLC | 0001723681 | Jul 9, 2026 | 110 | $694.8M |
| Aspen Grove Capital, LLC | 0001806027 | Aug 14, 2026 | 214 | $694.5M |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 0001474069 | Aug 14, 2026 | 12 | $694.4M |
| Woodard & Co. Asset Management Group Inc. | 0000771118 | Jul 29, 2026 | 172 | $693.9M |
| Bienville Capital Management, LLC | 0001605070 | Aug 13, 2026 | 92 | $693.5M |
| Texas Treasury Safekeeping Trust Co. | 0001176347 | Aug 14, 2026 | 6 | $692.1M |
| Black Swift Group, LLC | 0001704212 | Aug 13, 2026 | 143 | $692.0M |
| Personal Cfo Solutions, LLC | 0001677501 | Aug 7, 2026 | 529 | $691.9M |
| Cortland Associates Inc. | 0001014315 | Jul 28, 2026 | 62 | $691.8M |
| Blue Fin Capital, Inc. | 0001576102 | Aug 4, 2026 | 164 | $691.8M |
| SeaBridge Investment Advisors LLC | 0001304229 | Jul 17, 2026 | 188 | $691.6M |
| Wealth Alliance Advisory Group, LLC | 0001735734 | Jul 23, 2026 | 203 | $691.4M |
| CHICAGO TRUST Co NA | 0001601539 | Jul 16, 2026 | 382 | $690.1M |
| Heirloom Wealth Management | 0001882903 | Aug 3, 2026 | 61 | $690.0M |
| Technology Crossover Management IX, Ltd. | 0001698264 | Aug 7, 2026 | 6 | $689.9M |
| DV Equities, LLC | 0001841659 | Aug 14, 2026 | 100 | $689.8M |
| Matrix Trust Co | 0001784277 | Jul 9, 2026 | 101 | $689.5M |
| Boston Standard Wealth Management, LLC | 0001630939 | Jul 6, 2026 | 59 | $689.3M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0000932724 | Aug 12, 2026 | 316 | $687.6M |
| Pettyjohn, Wood & White, Inc. | 0001128213 | Aug 12, 2026 | 222 | $687.3M |
| Laurel Oak Wealth Management, LLC | 0002111403 | Jul 21, 2026 | 383 | $686.5M |
| Community Financial Services Group, LLC | 0001537319 | Jul 9, 2026 | 532 | $686.3M |
| HMI Capital Management, L.P. | 0001469026 | Aug 14, 2026 | 13 | $686.3M |
| Marshall Financial Group, LLC | 0001841496 | Jul 20, 2026 | 311 | $685.7M |
| Toews Corp. | 0000932000 | Aug 10, 2026 | 150 | $685.7M |
| Burling Wealth Partners, LLC | 0002054946 | Aug 4, 2026 | 180 | $683.4M |
| Asset Management Group, Inc. | 0001511550 | Aug 14, 2026 | 137 | $683.3M |
| Calton & Associates, Inc. | 0000822648 | Aug 10, 2026 | 419 | $682.8M |
| Calydon Capital | 0001759271 | Aug 14, 2026 | 277 | $682.6M |
| Beacon Capital Management, LLC | 0001921487 | Jul 29, 2026 | 175 | $682.5M |
| Talos Eurisko Asset Management LP | 0002041062 | Aug 12, 2026 | 24 | $681.3M |
| Encompass More Asset Management | 0002011218 | Jul 14, 2026 | 270 | $681.1M |
| Wilsey Asset Management Inc. | 0001598379 | Jul 8, 2026 | 28 | $681.0M |
| Bell Investment Advisors, Inc | 0001890149 | Aug 7, 2026 | 1,820 | $680.8M |
| Peak Asset Management, LLC | 0001632512 | Aug 14, 2026 | 181 | $680.2M |
| First Bank & Trust | 0001692632 | Jul 9, 2026 | 270 | $680.0M |
| SevenBridge Financial Group, LLC | 0001673954 | Aug 12, 2026 | 212 | $679.8M |
| Citizens National Bank Trust Department | 0001806425 | Jul 22, 2026 | 381 | $679.7M |
| Avalon Global Asset Management LLC | 0001314273 | Aug 13, 2026 | 30 | $679.6M |
| Spectrum Financial Alliance Ltd LLC | 0001566531 | Jul 22, 2026 | 31 | $679.5M |
| Oliver Luxxe Assets LLC | 0001666239 | Jul 9, 2026 | 194 | $678.8M |
| Huber Capital Management LLC | 0001511697 | Aug 12, 2026 | 99 | $678.5M |
| Maia Wealth LLC | 0002010858 | Jul 28, 2026 | 354 | $677.2M |
| Deltec Asset Management LLC | 0001269950 | Jul 21, 2026 | 264 | $677.0M |
| Ashton Thomas Securities, LLC | 0000771572 | Jul 27, 2026 | 377 | $676.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0001752758 | Aug 13, 2026 | 148 | $676.0M |
| Atlas Legacy Advisors, LLC | 0002054111 | Jul 31, 2026 | 208 | $675.5M |
| Tempo Wealth, LLC | 0002112005 | Jul 27, 2026 | 237 | $675.2M |
| Cadinha & Co. LLC | 0000923469 | Jul 28, 2026 | 107 | $675.2M |
| Polymer Capital Management (US) LLC | 0001973324 | Aug 14, 2026 | 602 | $675.0M |
| Bellwether Advisors, LLC | 0001819815 | Aug 14, 2026 | 167 | $675.0M |
| Annandale Capital, LLC | 0001811739 | Aug 13, 2026 | 124 | $675.0M |
| Carrera Capital Advisors | 0002035329 | Aug 3, 2026 | 210 | $674.9M |
| Blume Capital Management, Inc. | 0001587192 | Jul 27, 2026 | 356 | $674.4M |
| WPWealth LLP | 0001950118 | Aug 10, 2026 | 103 | $673.9M |
| Orrstown Financial Services Inc. | 0000826154 | Jul 10, 2026 | 118 | $673.7M |
| Vertex Planning Partners, LLC | 0001942341 | Aug 14, 2026 | 158 | $673.5M |
| Truvestments Capital LLC | 0001750405 | Aug 12, 2026 | 1,150 | $673.1M |
| PAX Financial Group, LLC | 0001803673 | Aug 5, 2026 | 207 | $673.0M |