| McDonald Partners LLC | 0001331074 | Aug 12, 2025 | 248 | $416.2M |
| Gavilan Investment Partners LLC | 0001963404 | Aug 13, 2025 | 12 | $416.1M |
| 3Chopt Investment Partners, LLC | 0001978521 | Jul 24, 2025 | 226 | $415.9M |
| RR Advisors, LLC | 0001322613 | Aug 13, 2025 | 27 | $415.8M |
| Cypress Asset Management Inc. | 0001030618 | Aug 14, 2025 | 111 | $415.3M |
| Sherborne Investors Management LP | 0001406672 | Aug 1, 2025 | 1 | $415.2M |
| Family Firm, Inc. | 0001602603 | Aug 8, 2025 | 87 | $414.9M |
| Sanchez Wealth Management Group | 0001697740 | Aug 7, 2025 | 49 | $414.7M |
| Activest Wealth Management | 0001883134 | Jul 29, 2025 | 1,339 | $414.7M |
| Keystone Wealth Services, LLC | 0001866189 | Jul 9, 2025 | 280 | $414.6M |
| RWC Asset Advisors (us) LLC | 0001638081 | Aug 11, 2025 | 16 | $414.6M |
| Yong Rong (HK) Asset Management Ltd | 0001738071 | Aug 5, 2025 | 17 | $414.5M |
| Ipswich Investment Management Co., Inc. | 0001463753 | Jul 16, 2025 | 185 | $414.5M |
| ABLE Financial Group, LLC | 0001977500 | Jul 14, 2025 | 204 | $414.3M |
| Nvwm, LLC | 0001697274 | Aug 6, 2025 | 687 | $414.2M |
| Saraza Management, LP | 0001894188 | Aug 14, 2025 | 18 | $414.0M |
| HFR Wealth Management, LLC | 0001877822 | Aug 12, 2025 | 51 | $414.0M |
| Waller Financial Planning Group, Inc. | 0001736079 | Jul 2, 2025 | 71 | $413.7M |
| Freshford Capital Management, LLC | 0001459270 | Aug 14, 2025 | 18 | $413.5M |
| Mystic Asset Management, Inc. | 0001912460 | Aug 12, 2025 | 222 | $413.5M |
| Element Pointe Advisors, LLC | 0001764059 | Aug 19, 2025 | 67 | $413.3M |
| Ashton Thomas Securities, LLC | 0000771572 | Jul 21, 2025 | 283 | $413.3M |
| First PREMIER Bank | 0001653926 | Jul 11, 2025 | 394 | $413.1M |
| Financial Sense Advisors, Inc. | 0001358828 | Aug 5, 2025 | 135 | $412.9M |
| Rosenblum Silverman Sutton S F Inc. | 0000918893 | Aug 13, 2025 | 77 | $412.5M |
| Florida Financial Advisors, LLC | 0002050972 | Aug 14, 2025 | 265 | $412.5M |
| DKRT Investments Corp. | 0002080627 | Aug 14, 2025 | 43 | $412.1M |
| Financial & Tax Architects, LLC | 0001758543 | Aug 13, 2025 | 93 | $411.7M |
| Trinity Legacy Partners, LLC | 0001652529 | Jul 21, 2025 | 95 | $411.6M |
| Waypoint Wealth Partners Inc. | 0001817306 | Jul 10, 2025 | 76 | $411.4M |
| Bluescape Energy Partners LLC | 0001629283 | Aug 11, 2025 | 6 | $411.1M |
| Ellsworth Advisors, LLC | 0001843553 | Jul 23, 2025 | 156 | $410.9M |
| Crumly & Associates Inc. | 0001759578 | Jul 2, 2025 | 159 | $410.8M |
| Cypress Point Wealth Management, LLC | 0001825611 | Jul 10, 2025 | 79 | $410.8M |
| Wrapmanager Inc. | 0001266014 | Aug 8, 2025 | 213 | $410.4M |
| Juniper Hill Capital Management LP | 0001803460 | Aug 6, 2025 | 4 | $410.3M |
| Humankind Investments LLC | 0001845373 | Aug 14, 2025 | 147 | $410.3M |
| Prosight Management, LP | 0001617201 | Aug 14, 2025 | 39 | $410.1M |
| Trybe Capital Management LP | 0001807902 | Aug 14, 2025 | 8 | $410.0M |
| Winch Advisory Services, LLC | 0001585822 | Aug 7, 2025 | 510 | $409.6M |
| Noble Family Wealth, LLC | 0001976065 | Jul 22, 2025 | 70 | $409.2M |
| Scientech Research LLC | 0002011556 | Aug 14, 2025 | 572 | $409.2M |
| GR Financial Group, LLC | 0002011751 | Aug 11, 2025 | 25 | $409.0M |
| AssuredPartners Investment Advisors, LLC | 0002055492 | Jul 29, 2025 | 239 | $408.9M |
| Frisch Financial Group, Inc. | 0001767730 | Aug 14, 2025 | 144 | $408.7M |
| Grey Ledge Advisors, LLC | 0001660694 | Jul 15, 2025 | 242 | $408.4M |
| Stokes Capital Advisors, LLC | 0001734460 | Jul 9, 2025 | 67 | $408.4M |
| Drake & Associates, LLC | 0001935795 | Jul 23, 2025 | 92 | $408.3M |
| Precedent Wealth Partners, LLC | 0002008666 | Jul 21, 2025 | 171 | $408.2M |
| IDG China Venture Capital Fund IV Associates L.P. | 0001609021 | Aug 12, 2025 | 4 | $408.0M |
| Legacy Trust | 0001772483 | Jul 22, 2025 | 144 | $407.7M |
| Genworth Financial Inc | 0001276520 | Jul 22, 2025 | 2 | $407.7M |
| Warberg Asset Management LLC | 0001597506 | Aug 12, 2025 | 148 | $407.6M |
| Rothschild Wealth LLC | 0001811345 | Aug 14, 2025 | 210 | $407.6M |
| Petix & Botte Co | 0001803255 | Aug 8, 2025 | 130 | $407.6M |
| L1 Capital International Pty Ltd | 0002009023 | Aug 14, 2025 | 19 | $407.5M |
| 3G Capital Partners LP | 0001421669 | Aug 14, 2025 | 11 | $407.4M |
| Ritter Daniher Financial Advisory LLC / DE | 0001936603 | Aug 11, 2025 | 336 | $407.2M |
| Inlet Private Wealth, LLC | 0001759751 | Aug 5, 2025 | 127 | $406.9M |
| Bleichroeder LP | 0001781002 | Aug 14, 2025 | 76 | $406.8M |
| Riggs Asset Managment Co. Inc. | 0001601348 | Aug 14, 2025 | 916 | $406.8M |
| Wilson Asset Management (international) PTY Ltd. | 0001914472 | Jul 28, 2025 | 32 | $406.7M |
| Cordatus Wealth Management LLC | 0001715862 | Aug 11, 2025 | 161 | $406.5M |
| Triangle Securities Wealth Management | 0001541353 | Jul 10, 2025 | 202 | $406.4M |
| Monetary Management Group Inc. | 0001133014 | Aug 14, 2025 | 329 | $406.3M |
| Weaver Capital Management LLC | 0001552247 | Jul 24, 2025 | 185 | $406.2M |
| Roof Eidam Maycock Peralta, LLC | 0001028874 | Jul 29, 2025 | 125 | $405.7M |
| BDT Capital Partners, LLC | 0001510974 | Aug 14, 2025 | 2 | $405.4M |
| Bulltick Wealth Management, LLC | 0001912448 | Aug 11, 2025 | 121 | $405.3M |
| Clarity Wealth Advisors, LLC | 0001767384 | Aug 7, 2025 | 98 | $405.2M |
| Verde Capital Management | 0001802891 | Jul 7, 2025 | 65 | $405.2M |
| Paradigm Asset Management Co. LLC | 0001034549 | Aug 6, 2025 | 495 | $405.2M |
| Eagle Health Investments LP | 0001842545 | Aug 12, 2025 | 21 | $405.2M |
| PKS Advisory Services, LLC | 0001605401 | Aug 12, 2025 | 261 | $405.1M |
| Sage Capital Advisors,llc | 0001714107 | Jul 3, 2025 | 133 | $405.1M |
| Builder Investment Group Inc. | 0000727117 | Jul 16, 2025 | 102 | $404.6M |
| Hourglass Capital, LLC | 0001442573 | Jul 29, 2025 | 106 | $404.5M |
| Longfellow Investment Management Co. LLC | 0001167487 | Aug 12, 2025 | 265 | $404.3M |
| Amanah Holdings Trust | 0002076121 | Jul 8, 2025 | 16 | $404.1M |
| Seven Springs Wealth Group, LLC | 0001803898 | Aug 13, 2025 | 84 | $403.9M |
| GoalVest Advisory LLC | 0001839307 | Aug 1, 2025 | 358 | $403.9M |
| Shulman DeMeo Asset Management LLC | 0001767070 | Jul 15, 2025 | 118 | $403.9M |
| Ogborne Capital Management, LLC | 0001619083 | Aug 14, 2025 | 10 | $403.1M |
| Aspen Wealth Management LLC | 0001895252 | Jul 2, 2025 | 88 | $403.1M |
| Davis-Rea LTD. | 0001482171 | Jul 24, 2025 | 53 | $402.8M |
| Resolute Advisors LLC | 0001800217 | Aug 7, 2025 | 72 | $402.6M |
| Waterfront Capital Partners, LLC | 0001595077 | Aug 14, 2025 | 31 | $402.5M |
| Fairvoy Private Wealth, LLC | 0002046607 | Jul 21, 2025 | 184 | $402.5M |
| Morton Community Bank | 0002011821 | Aug 13, 2025 | 111 | $402.3M |
| West Wealth Group, LLC | 0001923591 | Aug 13, 2025 | 111 | $402.2M |
| Bank of New Hampshire | 0001870761 | Jul 9, 2025 | 465 | $402.0M |
| Barry Investment Advisors, LLC | 0001631639 | Jul 17, 2025 | 104 | $401.7M |
| Trium Capital LLP | 0001963860 | Aug 11, 2025 | 53 | $401.6M |
| Keb Asset Management, LLC | 0001903035 | Jul 21, 2025 | 88 | $401.4M |
| Lantz Financial LLC | 0001766883 | Jul 11, 2025 | 235 | $401.2M |
| Tempus Wealth Planning, LLC | 0001806428 | Jul 17, 2025 | 259 | $401.2M |
| Charles-Lim Capital Ltd | 0001634255 | Aug 13, 2025 | 7 | $401.2M |
| Copperwynd Financial, LLC | 0001687832 | Jul 24, 2025 | 156 | $400.8M |
| O'Dell Group, LLC | 0001742569 | Aug 6, 2025 | 24 | $400.8M |
| Beacon Harbor Wealth Advisors, Inc. | 0001784093 | Aug 8, 2025 | 73 | $400.8M |