| Curran Financial Partners, LLC | 0001843867 | Aug 12, 2026 | 140 | $671.8M |
| MA Private Wealth | 0001767474 | Jul 28, 2026 | 88 | $671.4M |
| Prevail Innovative Wealth Advisors, LLC | 0001989941 | Jul 20, 2026 | 197 | $671.3M |
| Armbruster Capital Management, Inc. | 0001664847 | Jul 16, 2026 | 125 | $670.8M |
| Square Wave Capital, LLC | 0002077145 | Aug 14, 2026 | 11 | $670.3M |
| Founders Capital Management, LLC | 0001585828 | Jul 20, 2026 | 79 | $670.1M |
| Strategy Asset Managers LLC | 0001166716 | Aug 14, 2026 | 265 | $669.7M |
| Bourgeon Capital Management LLC | 0001088731 | Jul 22, 2026 | 102 | $669.5M |
| Montecito Bank & Trust | 0001422508 | Jul 16, 2026 | 271 | $668.4M |
| General Pension Society PZU Joint Stock Co | 0002057421 | Aug 10, 2026 | 16 | $668.1M |
| Ascentis Wealth Management, LLC | 0002032602 | Jul 30, 2026 | 714 | $667.3M |
| Vancity Investment Management Ltd | 0001846311 | Aug 24, 2026 | 92 | $666.4M |
| Annis Gardner Whiting Capital Advisors, LLC | 0001998414 | Aug 10, 2026 | 349 | $666.3M |
| Steginsky Capital LLC | 0001120048 | Jul 9, 2026 | 8 | $666.3M |
| Capital Management Corp. | 0001074273 | Jul 29, 2026 | 72 | $666.3M |
| Cynosure Group, LLC | 0001763409 | Aug 5, 2026 | 180 | $665.5M |
| Advocate Group LLC | 0001853401 | Jul 17, 2026 | 122 | $665.1M |
| Cantillon Capital Management LLC | 0001279936 | Jul 29, 2026 | 27 | $665.1M |
| Advisory Resource Group | 0001764968 | Jul 14, 2026 | 183 | $665.0M |
| San Luis Wealth Advisors LLC | 0001844709 | Jul 16, 2026 | 183 | $664.4M |
| Citizens Business Bank | 0001948632 | Aug 3, 2026 | 139 | $664.1M |
| McMorgan & Co. LLC | 0001162695 | Aug 14, 2026 | 37 | $664.0M |
| Capital Group Investment Management Pte. LTD. | 0001939970 | Aug 12, 2026 | 143 | $663.5M |
| Pacific Capital Wealth Advisors, Inc. | 0001803523 | Jul 9, 2026 | 92 | $663.4M |
| Bain Capital Prairie, LLC | 0002067353 | Aug 14, 2026 | 1 | $663.1M |
| Overbrook Management Corp | 0001269786 | Jul 30, 2026 | 68 | $663.0M |
| WFM ASIA (BVI) Ltd | 0001632574 | Aug 11, 2026 | 5 | $662.8M |
| Wick Capital Partners, LLC | 0001904388 | Aug 14, 2026 | 246 | $662.7M |
| Dudley & Shanley, Inc. | 0000883511 | Jul 9, 2026 | 37 | $662.3M |
| Brady Martz Wealth Solutions, LLC | 0002049470 | Jul 23, 2026 | 228 | $662.0M |
| Factor Wealth Management LTD | 0002055816 | Jul 8, 2026 | 170 | $661.5M |
| Verum Partners LLC | 0001958984 | Jul 22, 2026 | 200 | $661.5M |
| Providence Capital Advisors, LLC | 0001730814 | Aug 11, 2026 | 385 | $660.5M |
| Beck Bode, LLC | 0001790548 | Aug 13, 2026 | 104 | $660.4M |
| Ellis Investment Partners, LLC | 0001765590 | Aug 5, 2026 | 285 | $660.0M |
| Fourth Sail Capital LP | 0001803158 | Aug 5, 2026 | 26 | $659.9M |
| Partners in Financial Planning | 0002054264 | Aug 10, 2026 | 131 | $659.5M |
| MinichMacGregor Wealth Management, LLC | 0001744318 | Jul 16, 2026 | 150 | $659.2M |
| Essex LLC | 0001889147 | Jul 24, 2026 | 180 | $658.8M |
| West Financial Advisors, LLC | 0001843684 | Jul 8, 2026 | 224 | $658.5M |
| Pandi, LLC | 0002058702 | Aug 12, 2026 | 4 | $658.3M |
| Blue Owl Capital Holdings LP | 0001858703 | Aug 11, 2026 | 71 | $658.0M |
| Mengis Capital Management, Inc. | 0001609674 | Jul 28, 2026 | 218 | $657.7M |
| Allen Mooney & Barnes Investment Advisors LLC | 0002001461 | Jul 13, 2026 | 152 | $657.6M |
| Mitchell Capital Management Co. | 0001080351 | Jul 30, 2026 | 117 | $657.5M |
| Alpha Omega Wealth Management LLC | 0001665633 | Jul 20, 2026 | 208 | $657.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0001936603 | Jul 14, 2026 | 602 | $656.8M |
| CMH Wealth Management LLC | 0001657516 | Jul 9, 2026 | 117 | $655.5M |
| Clear Trail Advisors, LLC | 0002097856 | Jul 21, 2026 | 161 | $655.2M |
| WealthShield Partners, LLC | 0001729303 | Aug 12, 2026 | 379 | $653.8M |
| Sovereign Financial Group, Inc. | 0001846175 | Jul 24, 2026 | 384 | $653.7M |
| Marble Wealth, LLC | 0002110081 | Aug 7, 2026 | 234 | $653.3M |
| Endurance Services Ltd | 0002011025 | Aug 11, 2026 | 8 | $653.0M |
| Stamos Capital Partners, L.P. | 0001705399 | Aug 13, 2026 | 140 | $652.5M |
| Nordwand Advisors, LLC | 0001962713 | Aug 7, 2026 | 146 | $652.2M |
| Three Arch Wealth Management LLC | 0002109462 | Aug 6, 2026 | 69 | $651.9M |
| Presilium Private Wealth, LLC | 0001939831 | Jul 22, 2026 | 96 | $651.4M |
| Garrett Wealth Advisory Group, LLC | 0001729443 | Aug 4, 2026 | 149 | $650.4M |
| BlueSpruce Investments, LP | 0001600285 | Aug 14, 2026 | 18 | $650.4M |
| Broad Run Investment Management, LLC | 0001568621 | Aug 14, 2026 | 24 | $649.7M |
| Onex Canada Asset Management Inc. | 0000905790 | Aug 14, 2026 | 80 | $649.3M |
| Perennial Advisors, LLC | 0001697360 | Jul 13, 2026 | 138 | $649.2M |
| Ask Capital Management, LLC | 0002056598 | Jul 27, 2026 | 3 | $649.2M |
| Asset Allocation Strategies LLC | 0001922879 | Aug 17, 2026 | 177 | $649.1M |
| Goodman Financial Corp | 0001382303 | Jul 29, 2026 | 73 | $647.0M |
| Harvest Investment Services, LLC | 0001591097 | Aug 14, 2026 | 383 | $646.9M |
| Gibraltar Capital Management, Inc. | 0001625986 | Jul 20, 2026 | 124 | $646.4M |
| JB Capital Partners LP | 0001138532 | Aug 11, 2026 | 87 | $646.4M |
| Broderick Brian C | 0001314376 | Aug 11, 2026 | 95 | $646.1M |
| Concord Asset Management, LLC | 0002031885 | Jul 27, 2026 | 126 | $645.8M |
| Legacy Financial Strategies, LLC | 0001723925 | Jul 21, 2026 | 152 | $645.7M |
| Advisors Preferred, LLC | 0001598841 | Aug 11, 2026 | 220 | $645.6M |
| Patient Square Capital LP | 0001819257 | Aug 12, 2026 | 23 | $645.5M |
| Waterfront Wealth Inc. | 0001775210 | Jul 30, 2026 | 298 | $645.5M |
| Mayport, LLC | 0001922875 | Aug 7, 2026 | 134 | $644.8M |
| Harfst & Associates, Inc. | 0001649147 | Jul 31, 2026 | 124 | $643.4M |
| Schmidt P J Investment Management Inc. | 0001008895 | Jul 29, 2026 | 215 | $643.3M |
| Patten Group, Inc. | 0001633207 | Aug 6, 2026 | 325 | $643.3M |
| Centric Wealth Management | 0001752761 | Aug 6, 2026 | 209 | $643.2M |
| Uptick Partners, LLC | 0002005353 | Aug 10, 2026 | 337 | $643.0M |
| Foresite Capital Management VI LLC | 0002013341 | Aug 14, 2026 | 23 | $642.6M |
| Twin Tree Management, LP | 0001535588 | Aug 12, 2026 | 420 | $642.1M |
| GenWealth Group, Inc. | 0001713678 | Jul 10, 2026 | 89 | $641.8M |
| Martin & Co. Inc. | 0001008868 | Aug 12, 2026 | 100 | $640.1M |
| Arthur M. Cohen & Associates, LLC | 0001692252 | Aug 11, 2026 | 139 | $640.0M |
| Sprucegrove Investment Management Ltd. | 0001234074 | Aug 7, 2026 | 40 | $639.1M |
| Ironwood Financial, llc | 0001630360 | Jul 17, 2026 | 179 | $638.7M |
| Kiley Juergens Wealth Management, LLC | 0001723223 | Aug 7, 2026 | 241 | $638.6M |
| Scott Capital Advisors, LLC | 0001905673 | Jul 10, 2026 | 66 | $638.5M |
| FFT Wealth Management LLC | 0001653199 | Jul 27, 2026 | 96 | $638.2M |
| Adventist Health System/ West | 0001802516 | Aug 14, 2026 | 12 | $638.1M |
| Grey Fox Wealth Advisors, LLC | 0001965362 | Jul 17, 2026 | 179 | $637.4M |
| Sky Investment Group LLC | 0001333792 | Jul 20, 2026 | 146 | $636.9M |
| Sunriver Management LLC | 0001663900 | Aug 13, 2026 | 21 | $636.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0001731447 | Jul 23, 2026 | 122 | $636.7M |
| Maytus Capital Management, LLC | 0001708759 | Aug 14, 2026 | 62 | $635.7M |
| Martel Wealth Advisors LLC | 0002039437 | Jul 13, 2026 | 61 | $635.7M |
| Milestone Asset Management, LLC | 0001964722 | Jul 15, 2026 | 259 | $635.5M |
| Mountain Pacific Investment Advisers LLC | 0001067324 | Jul 30, 2026 | 146 | $635.4M |
| Golden Reserve Retirement LLC | 0002066488 | Aug 4, 2026 | 112 | $634.9M |