| Oxbow Capital Management (HK) Ltd | 0001713269 | Nov 14, 2025 | 11 | $570.8M |
| Dividend Assets Capital, LLC | 0001365167 | Nov 12, 2025 | 144 | $570.3M |
| Tyche Wealth Partners LLC | 0002004818 | Nov 4, 2025 | 316 | $570.0M |
| Personal Cfo Solutions, LLC | 0001677501 | Nov 10, 2025 | 495 | $569.9M |
| Advisors Management Group Inc. | 0000842766 | Dec 18, 2025 | 155 | $569.8M |
| Ask Capital Management, LLC | 0002056598 | Nov 14, 2025 | 3 | $569.7M |
| Nitorum Capital, L.P. | 0001630243 | Nov 14, 2025 | 27 | $569.3M |
| Amarillo National Bank | 0001053013 | Oct 16, 2025 | 79 | $568.8M |
| Machina Capital S.A.S. | 0001744373 | Nov 5, 2025 | 314 | $568.4M |
| Artia Global Partners LP | 0001937964 | Nov 14, 2025 | 48 | $568.3M |
| Perbak Capital Partners LLP | 0001968437 | Nov 13, 2025 | 288 | $568.0M |
| Opes Wealth Management LLC | 0001766918 | Nov 24, 2025 | 143 | $568.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0001936603 | Nov 3, 2025 | 460 | $567.9M |
| Mountain Capital Investment Advisors Inc. | 0001714506 | Nov 12, 2025 | 84 | $567.8M |
| USA Financial Formulas | 0001633716 | Oct 10, 2025 | 257 | $567.6M |
| Black Swift Group, LLC | 0001704212 | Nov 13, 2025 | 110 | $567.5M |
| Scarborough Advisors, LLC | 0001815355 | Feb 17, 2026 | 469 | $566.8M |
| OLP CAPITAL MANAGEMENT Ltd | 0001738126 | Nov 13, 2025 | 5 | $566.8M |
| Grace & White Inc. | 0000903064 | Oct 23, 2025 | 139 | $566.7M |
| Beverly Hills Private Wealth, LLC | 0001965710 | Nov 10, 2025 | 340 | $566.1M |
| FORA Capital, LLC | 0001742435 | Nov 13, 2025 | 456 | $566.0M |
| Greenspring Advisors, LLC | 0001922200 | Oct 22, 2025 | 115 | $565.5M |
| Moment Partners, LLC | 0002055889 | Nov 6, 2025 | 119 | $565.4M |
| Edge Wealth Management LLC | 0001567163 | Oct 14, 2025 | 88 | $564.6M |
| Ironwood Financial, llc | 0001630360 | Oct 22, 2025 | 166 | $564.4M |
| Financial Advisors, LLC | 0001766909 | Nov 7, 2025 | 80 | $564.3M |
| Act Two Investors LLC | 0001766907 | Nov 12, 2025 | 39 | $564.2M |
| Corsair Capital Management, L.P. | 0001276470 | Apr 21, 2026 | 164 | $563.6M |
| Fine Capital Partners, L.P. | 0001339161 | Nov 14, 2025 | 1 | $563.3M |
| Estuary Capital Management LP | 0001965005 | Nov 14, 2025 | 16 | $563.2M |
| Coerente Capital Management | 0001860790 | Oct 23, 2025 | 39 | $563.0M |
| Joho Capital LLC | 0001106500 | Nov 14, 2025 | 9 | $563.0M |
| Independent Solutions Wealth Management, LLC | 0001818391 | Oct 23, 2025 | 178 | $563.0M |
| Annandale Capital, LLC | 0001811739 | Nov 13, 2025 | 121 | $562.8M |
| Martin & Co. Inc. | 0001008868 | Nov 7, 2025 | 101 | $561.9M |
| Drucker Wealth 3.0, LLC | 0002031642 | Nov 7, 2025 | 255 | $561.8M |
| Tufton Capital Management | 0001055963 | Oct 31, 2025 | 118 | $561.0M |
| Francis Financial, Inc. | 0001727514 | Nov 6, 2025 | 127 | $561.0M |
| IPG Investment Advisors LLC | 0001602237 | Nov 13, 2025 | 212 | $560.8M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0002080247 | Nov 13, 2025 | 117 | $560.6M |
| TCP Asset Management, LLC | 0001961898 | Oct 7, 2025 | 113 | $560.5M |
| Citizens National Bank Trust Department | 0001806425 | Oct 23, 2025 | 383 | $560.4M |
| Call To Action Foundation | 0001981942 | Nov 12, 2025 | 1 | $560.2M |
| Lodge Hill Capital, LLC | 0001598245 | Nov 6, 2025 | 20 | $559.8M |
| OAKMONT Corp | 0000924171 | Nov 7, 2025 | 30 | $559.5M |
| Shah Capital Management | 0001383838 | Nov 12, 2025 | 13 | $559.0M |
| Ramsay, Stattman, Vela & Price, Inc. | 0001541399 | Nov 5, 2025 | 79 | $558.3M |
| Delta Investment Management, LLC | 0001757043 | Oct 20, 2025 | 268 | $558.1M |
| LaSalle St. Investment Advisors, LLC | 0001966193 | Nov 13, 2025 | 354 | $557.8M |
| Fourthstone LLC | 0001767803 | Nov 14, 2025 | 83 | $557.6M |
| Advisory Resource Group | 0001764968 | Oct 22, 2025 | 172 | $557.5M |
| Carrera Capital Advisors | 0002035329 | Nov 4, 2025 | 151 | $557.4M |
| Gibraltar Capital Management, Inc. | 0001625986 | Oct 28, 2025 | 113 | $557.2M |
| Raffa Wealth Management, LLC | 0001631073 | Jul 27, 2026 | 1,172 | $556.6M |
| TLWM | 0001732537 | Oct 10, 2025 | 74 | $556.4M |
| Patton Fund Management, Inc. | 0001689232 | Oct 14, 2025 | 457 | $556.3M |
| Privium Fund Management B.V. | 0001795097 | Nov 4, 2025 | 59 | $556.3M |
| Overbrook Management Corp | 0001269786 | Oct 6, 2025 | 45 | $556.0M |
| Marino, Stram & Associates LLC | 0001099762 | Nov 3, 2025 | 191 | $556.0M |
| Strategy Asset Managers LLC | 0001166716 | Nov 4, 2025 | 250 | $555.9M |
| Talaria Asset Management Pty Ltd | 0002026352 | Nov 13, 2025 | 13 | $555.8M |
| Arlington Trust Co LLC | 0001997685 | Oct 28, 2025 | 585 | $555.7M |
| PAX Financial Group, LLC | 0001803673 | Nov 4, 2025 | 216 | $555.0M |
| San Luis Wealth Advisors LLC | 0001844709 | Nov 18, 2025 | 174 | $554.7M |
| Wealth Alliance Advisory Group, LLC | 0001735734 | Oct 14, 2025 | 191 | $554.4M |
| CDAM (UK) Ltd | 0001719387 | Nov 13, 2025 | 11 | $554.4M |
| Summit Wealth Partners, LLC | 0002033312 | Oct 21, 2025 | 212 | $554.1M |
| Kirr Marbach & Co. LLC | 0000764112 | Oct 14, 2025 | 57 | $553.9M |
| Ellis Investment Partners, LLC | 0001765590 | Oct 22, 2025 | 236 | $553.8M |
| Legacy Financial Strategies, LLC | 0001723925 | Nov 6, 2025 | 135 | $553.7M |
| Truvestments Capital LLC | 0001750405 | Nov 14, 2025 | 1,057 | $553.4M |
| Lavaca Capital LLC | 0001641447 | Nov 13, 2025 | 257 | $552.5M |
| Shay Capital LLC | 0001723643 | Nov 14, 2025 | 303 | $552.2M |
| Saranac Partners Ltd | 0002098745 | Dec 5, 2025 | 320 | $552.1M |
| Essex LLC | 0001889147 | Oct 23, 2025 | 173 | $551.8M |
| Trigran Investments, Inc. | 0001336800 | Nov 12, 2025 | 17 | $551.6M |
| CoreCommodity Management, LLC | 0001301743 | Nov 14, 2025 | 127 | $551.0M |
| Brady Martz Wealth Solutions, LLC | 0002049470 | Oct 15, 2025 | 149 | $550.9M |
| Aire Advisors, LLC | 0001908177 | Nov 10, 2025 | 168 | $550.8M |
| Sensible Financial Planning & Management, LLC. | 0001567738 | Nov 5, 2025 | 31 | $550.7M |
| Elgethun Capital Management | 0001638022 | Nov 13, 2025 | 156 | $550.6M |
| Concord Asset Management, LLC | 0002031885 | Nov 5, 2025 | 121 | $550.5M |
| Bourgeon Capital Management LLC | 0001088731 | Oct 21, 2025 | 107 | $550.2M |
| Canvas Wealth Advisors, LLC | 0001858782 | Nov 5, 2025 | 214 | $549.9M |
| Inspire Trust Co, N.A. | 0001993352 | Nov 10, 2025 | 108 | $549.5M |
| Affiance Financial, LLC | 0001723681 | Oct 14, 2025 | 104 | $549.2M |
| ORG Partners LLC | 0001979372 | Oct 24, 2025 | 1,618 | $548.6M |
| DGS Capital Management, LLC | 0001900110 | Feb 24, 2026 | 439 | $548.5M |
| Austin Asset Management Co Inc | 0001902024 | Oct 24, 2025 | 74 | $548.4M |
| Wedgewood Partners Inc. | 0000859804 | Nov 14, 2025 | 19 | $547.9M |
| Quadrant Private Wealth Management, LLC | 0001727454 | Oct 30, 2025 | 252 | $547.7M |
| Lawson Kroeker Investment Management Inc. | 0001013701 | Oct 20, 2025 | 99 | $547.6M |
| Tree Line Advisors (Hong Kong) Ltd. | 0001535096 | Nov 13, 2025 | 6 | $547.5M |
| Childress Capital Advisors, LLC | 0001849561 | Oct 23, 2025 | 313 | $547.2M |
| Kinsale Capital Group, Inc. | 0001669162 | Nov 5, 2025 | 38 | $547.1M |
| Greenstone Partners & Co., LLC | 0001845565 | Feb 25, 2026 | 11 | $546.9M |
| Altiora Financial Group, LLC | 0001986156 | Nov 5, 2025 | 94 | $546.7M |
| New World Advisors LLC | 0001767724 | Nov 6, 2025 | 77 | $546.4M |
| RV Capital AG | 0001766596 | Oct 22, 2025 | 13 | $546.2M |
| IFC Advisors LLC | 0002053348 | Nov 3, 2025 | 170 | $545.9M |