| Oakwell Private Wealth Management, LLC | 0001844024 | Aug 5, 2025 | 73 | $434.2M |
| Verum Partners LLC | 0001958984 | Jul 15, 2025 | 169 | $434.1M |
| Centerbridge Partners, L.P. | 0001484836 | Aug 14, 2025 | 6 | $433.5M |
| Gimbel Daniel Scott | 0001867040 | Aug 14, 2025 | 3 | $433.5M |
| Vantage Financial Partners, LLC | 0001911766 | Aug 6, 2025 | 203 | $433.3M |
| Kiley Juergens Wealth Management, LLC | 0001723223 | Jul 16, 2025 | 78 | $433.3M |
| Mason & Associates Inc | 0001917686 | Jul 31, 2025 | 120 | $433.2M |
| Quarry LP | 0001965207 | Aug 14, 2025 | 1,685 | $433.0M |
| Interchange Capital Partners, LLC | 0001845998 | Jul 31, 2025 | 280 | $432.9M |
| Mycio Wealth Partners, LLC | 0001371726 | Jul 31, 2025 | 48 | $432.8M |
| Francis Financial, Inc. | 0001727514 | Aug 8, 2025 | 92 | $432.7M |
| Peddock Capital Advisors, LLC | 0001597843 | Jul 15, 2025 | 157 | $432.4M |
| Divisar Capital Management LLC | 0001645721 | Aug 14, 2025 | 26 | $432.3M |
| Inceptionr LLC | 0001821561 | Aug 12, 2025 | 629 | $432.3M |
| Manhattan West Asset Management, LLC | 0001904770 | Aug 15, 2025 | 138 | $432.3M |
| Kettle Hill Capital Management, LLC | 0001387369 | Aug 14, 2025 | 41 | $432.1M |
| Rockport Wealth LLC | 0002022866 | Aug 13, 2025 | 85 | $431.7M |
| Ashford Advisors, LLC | 0001861158 | Jul 24, 2025 | 19 | $431.5M |
| Shelter Mutual Insurance Co | 0001455288 | Jul 29, 2025 | 58 | $431.4M |
| Professional Financial Advisors, LLC | 0001798221 | Jul 10, 2025 | 116 | $431.1M |
| Mascoma Wealth Management LLC | 0001695664 | Jul 22, 2025 | 465 | $430.7M |
| Ackerman Capital Advisors, LLC | 0001699506 | Jul 25, 2025 | 112 | $430.5M |
| Second Line Capital, LLC | 0001992879 | Aug 18, 2025 | 149 | $430.4M |
| Cherry Tree Wealth Management, LLC | 0001985414 | Aug 5, 2025 | 606 | $430.3M |
| Aspire Private Capital, LLC | 0001767340 | Jul 22, 2025 | 179 | $430.2M |
| Rosenberg Matthew Hamilton | 0001812103 | Jul 28, 2025 | 832 | $430.0M |
| CMH Wealth Management LLC | 0001657516 | Jul 11, 2025 | 54 | $429.6M |
| Gitterman Wealth Management, LLC | 0001861558 | Aug 12, 2025 | 339 | $429.2M |
| Trust Co of Tennessee | 0002025098 | Jul 24, 2025 | 7 | $429.1M |
| Hedeker Wealth, LLC | 0001633910 | Aug 8, 2025 | 89 | $429.0M |
| Auxano Advisors, LLC | 0001811491 | Aug 12, 2025 | 163 | $428.3M |
| Keenan Capital, LLC | 0001647363 | Aug 14, 2025 | 8 | $428.3M |
| Poehling Capital Management, INC. | 0001730815 | Aug 11, 2025 | 135 | $428.1M |
| Valicenti Advisory Services Inc. | 0001080201 | Jul 16, 2025 | 73 | $428.1M |
| Castle Rock Wealth Management, LLC | 0001727605 | Jul 23, 2025 | 246 | $427.9M |
| Altrius Capital Management Inc | 0001940646 | Aug 6, 2025 | 84 | $427.8M |
| Kickstand Ventures, Llc. | 0002000355 | Jul 22, 2025 | 115 | $427.8M |
| Solidarity Wealth, LLC | 0001906613 | Aug 13, 2025 | 83 | $427.4M |
| Stonebrook Private Inc. | 0002008738 | Aug 11, 2025 | 197 | $427.4M |
| Medicxi Ventures Management (Jersey) Ltd | 0001715579 | Jul 8, 2025 | 5 | $427.3M |
| Encompass More Asset Management | 0002011218 | Aug 7, 2025 | 213 | $427.2M |
| Blankinship & Foster, LLC | 0001708872 | Aug 8, 2025 | 75 | $427.1M |
| Harvey Capital Management Inc. | 0001119032 | Aug 14, 2025 | 79 | $426.9M |
| Peavine Capital, LLC | 0001594540 | Jul 17, 2025 | 9 | $426.8M |
| Greenstone Partners & Co., LLC | 0001845565 | Aug 14, 2025 | 11 | $426.8M |
| RedJay Asset Management Inc. | 0002057370 | Jul 31, 2025 | 32 | $426.3M |
| Mfa Wealth Advisors, LLC | 0001688184 | Jul 14, 2025 | 88 | $426.3M |
| Oasis Management Co Ltd. | 0001317904 | Aug 14, 2025 | 78 | $426.1M |
| Seeds Investor LLC | 0002021047 | Aug 12, 2025 | 250 | $426.0M |
| REAP Financial Group, LLC | 0002048581 | Jul 23, 2025 | 499 | $425.9M |
| Spinnaker Investment Group, LLC | 0001911067 | Jul 16, 2025 | 100 | $425.7M |
| Vega Investment Solutions | 0002056914 | Aug 13, 2025 | 184 | $425.3M |
| Towle & Co. | 0001224014 | Aug 13, 2025 | 56 | $425.2M |
| Riverpoint Wealth Management Holdings, LLC | 0001682733 | Jul 25, 2025 | 54 | $425.1M |
| Am Investment Strategies LLC | 0001818897 | Jul 15, 2025 | 107 | $425.0M |
| Westchester Capital Management, Inc. | 0001390063 | Jul 25, 2025 | 39 | $425.0M |
| Firestone Capital Management | 0001799964 | Aug 8, 2025 | 160 | $424.7M |
| Louisbourg Investments Inc. | 0002053050 | Jul 24, 2025 | 200 | $424.3M |
| Atlas Venture Advisors, Inc. | 0001767432 | Jul 25, 2025 | 4 | $424.2M |
| one8zero8, LLC | 0002053138 | Aug 12, 2025 | 234 | $423.7M |
| Naria Inc. | 0002012185 | Jul 28, 2025 | 1 | $423.6M |
| Talaria Asset Management Pty Ltd | 0002026352 | Aug 14, 2025 | 12 | $423.3M |
| Syverson Strege & Co | 0001682057 | Aug 4, 2025 | 168 | $423.3M |
| Boston Research & Management Inc. | 0001259261 | Sep 4, 2026 | 117 | $423.3M |
| Miramar Capital, LLC | 0001767812 | Aug 13, 2025 | 60 | $422.8M |
| Hunter Perkins Capital Management, LLC | 0001808919 | Jul 22, 2025 | 110 | $422.8M |
| Rockline Wealth Management, LLC | 0002005098 | Aug 5, 2025 | 98 | $422.6M |
| PenderFund Capital Management Ltd. | 0001706164 | Aug 14, 2025 | 159 | $422.5M |
| Owls Nest Partners IA, LLC | 0001845806 | Aug 14, 2025 | 18 | $422.3M |
| Tiff Advisory Services, LLC | 0001271347 | Aug 8, 2025 | 18 | $422.2M |
| Diligent Investors, LLC | 0001549042 | Jul 22, 2025 | 335 | $422.1M |
| JSF Financial, LLC | 0001802224 | Jul 22, 2025 | 128 | $420.8M |
| Alpine Woods Capital Investors, LLC | 0001226886 | Jul 28, 2025 | 153 | $420.7M |
| Dorsey Wright & Associates | 0001376772 | Aug 11, 2025 | 133 | $420.5M |
| Compass Wealth Management LLC | 0001965653 | Aug 8, 2025 | 152 | $419.9M |
| Raab & Moskowitz Asset Management LLC | 0001616664 | Aug 13, 2025 | 185 | $419.8M |
| Essex Bank | 0001752212 | Jul 11, 2025 | 310 | $419.6M |
| Archer Investment Corp | 0001803804 | Aug 12, 2025 | 1,178 | $419.5M |
| Grey Fox Wealth Advisors, LLC | 0001965362 | Aug 6, 2025 | 137 | $419.5M |
| Global Frontier Investments LLC | 0001821219 | Aug 13, 2025 | 23 | $419.4M |
| Redmond Asset Management, LLC | 0001567890 | Aug 1, 2025 | 209 | $419.4M |
| Stephens Consulting, LLC | 0001961632 | Jul 25, 2025 | 1,182 | $419.0M |
| Centric Wealth Management | 0001752761 | Aug 12, 2025 | 191 | $418.7M |
| Landaas & Co. /Wi | 0000913990 | Aug 11, 2025 | 116 | $418.7M |
| Sanders Morris Harris LLC | 0001053994 | Jul 30, 2025 | 162 | $418.7M |
| Pacific Ridge Capital Partners, LLC | 0001591546 | Aug 11, 2025 | 133 | $418.3M |
| SW Investment Management LLC | 0001824821 | Jul 25, 2025 | 8 | $418.2M |
| Ascentis Wealth Management, LLC | 0002032602 | Jul 16, 2025 | 694 | $418.0M |
| Talos Eurisko Asset Management LP | 0002041062 | Aug 11, 2025 | 17 | $417.4M |
| TRB Advisors LP | 0001513300 | Jul 30, 2025 | 11 | $417.3M |
| RS Crum Inc. | 0001401459 | Sep 23, 2025 | 91 | $417.1M |
| Plimoth Trust Co. LLC | 0001623678 | Jul 22, 2025 | 164 | $417.0M |
| Madrona Financial Services, LLC | 0001578370 | Jul 18, 2025 | 114 | $417.0M |
| Mayport, LLC | 0001922875 | Aug 7, 2025 | 98 | $416.6M |
| IAM Advisory, LLC | 0001825292 | Jul 8, 2025 | 97 | $416.6M |
| Longaeva Partners L.P. | 0002054122 | Aug 14, 2025 | 53 | $416.5M |
| Davidson Capital Management Inc. | 0001808748 | Aug 7, 2025 | 78 | $416.4M |
| Lionstone Capital Management LLC | 0001575662 | Aug 14, 2025 | 11 | $416.4M |
| Scissortail Wealth Management, LLC | 0001906793 | Aug 15, 2025 | 110 | $416.3M |
| Alliance Wealth Advisors, LLC | 0001893261 | Aug 14, 2025 | 270 | $416.2M |