| Addison Advisors LLC | 0001843745 | Aug 7, 2025 | 879 | $400.7M |
| Beck Capital Management, LLC | 0001601904 | Aug 14, 2025 | 118 | $400.6M |
| Safeguard Investment Advisory Group, LLC | 0001846711 | Aug 14, 2025 | 144 | $400.6M |
| White Pine Investment CO | 0001318259 | Jul 17, 2025 | 65 | $400.6M |
| Reik & Co., LLC | 0001388028 | Aug 7, 2025 | 56 | $400.6M |
| Blue Zone Wealth Advisors, LLC | 0001803106 | Jul 24, 2025 | 110 | $400.4M |
| Gardner Lewis Asset Management L P | 0000941560 | Aug 12, 2025 | 76 | $400.4M |
| Lombard Odier Asset Management (USA) Corp | 0001491719 | Aug 14, 2025 | 286 | $399.6M |
| Marion Wealth Management | 0001911097 | Aug 5, 2025 | 131 | $399.5M |
| Camrose Capital Investment Partners LLP | 0002040608 | Aug 14, 2025 | 9 | $399.4M |
| Wiser Wealth Management, Inc | 0001573263 | Jul 18, 2025 | 50 | $399.3M |
| Little House Capital LLC | 0001748814 | Jul 8, 2025 | 121 | $399.2M |
| Oak Hill Advisors LP | 0001164688 | Aug 14, 2025 | 12 | $398.9M |
| MSA Advisors, LLC | 0001040410 | Aug 14, 2025 | 28 | $398.7M |
| ZEGA Investments, LLC | 0002045703 | Aug 6, 2025 | 126 | $398.6M |
| Founders Grove Wealth Partners, LLC | 0002046157 | Jul 28, 2025 | 129 | $398.5M |
| Delta Air Lines, Inc. | 0000027904 | Aug 8, 2025 | 2 | $398.3M |
| Appian Way Asset Management LP | 0001795816 | Aug 14, 2025 | 23 | $398.3M |
| Summit Wealth Group LLC / Co. | 0002081278 | Aug 13, 2025 | 236 | $398.3M |
| Mason & Associates, LLC | 0001895045 | Jul 30, 2025 | 41 | $398.2M |
| B.O.S.S. Retirement Advisors, LLC | 0001964810 | Jul 18, 2025 | 186 | $398.2M |
| Curtis Advisory Group, LLC | 0001664656 | Aug 7, 2025 | 105 | $398.0M |
| Tradewinds Capital Management, LLC | 0001616026 | Jul 29, 2025 | 642 | $397.7M |
| DDFG, Inc | 0001967640 | Aug 6, 2025 | 80 | $397.5M |
| Childress Capital Advisors, LLC | 0001849561 | Jul 18, 2025 | 246 | $397.4M |
| Perseverance Asset Management International | 0001802695 | Aug 14, 2025 | 9 | $397.4M |
| Squadra Investments - Gestao DE Recursos Ltda. | 0001577806 | Aug 14, 2025 | 4 | $397.3M |
| Bedell Frazier Investment Counselling, LLC | 0001388142 | Aug 11, 2025 | 110 | $397.2M |
| Magnolia Capital Advisors LLC | 0001803662 | Aug 5, 2025 | 241 | $397.1M |
| NetEase, Inc. | 0001110646 | Aug 14, 2025 | 2 | $397.0M |
| Whitaker-Myers Wealth Managers, LTD. | 0001973849 | Jul 7, 2025 | 109 | $397.0M |
| Varenne Capital Partners | 0001902567 | Aug 12, 2025 | 15 | $396.4M |
| Almitas Capital LLC | 0001596468 | Aug 14, 2025 | 82 | $396.4M |
| Paradiem, LLC | 0001733356 | Jul 17, 2025 | 53 | $396.2M |
| BigSur Wealth Management LLC | 0001659171 | Jul 15, 2025 | 154 | $396.1M |
| Decheng Capital LLC | 0002010850 | Aug 13, 2025 | 25 | $396.0M |
| Winthrop Capital Management, LLC | 0002010657 | Aug 7, 2025 | 351 | $395.6M |
| Bulldog Investors, LLP | 0001504304 | Aug 14, 2025 | 171 | $395.5M |
| Sunflower Bank, N.A. | 0001818759 | Jul 10, 2025 | 137 | $395.4M |
| Compton Wealth Advisory Group, LLC | 0001761044 | Jul 10, 2025 | 81 | $395.3M |
| Long Walk Management LP | 0001869470 | Aug 14, 2025 | 9 | $395.1M |
| Stewardship Advisors, LLC | 0001733219 | Jul 10, 2025 | 151 | $395.1M |
| AMJ Financial Wealth Management | 0001801585 | Aug 13, 2025 | 81 | $395.0M |
| Oxbow Capital Management (HK) Ltd | 0001713269 | Aug 14, 2025 | 11 | $395.0M |
| Fonville Wealth Management LLC | 0002008703 | Aug 7, 2025 | 123 | $394.9M |
| Wealth Advisory Solutions, LLC | 0001834802 | Jul 14, 2025 | 140 | $394.8M |
| Harrell Investment Partners, LLC | 0001802882 | Jul 15, 2025 | 124 | $394.6M |
| Evelyn Partners Asset Management Ltd | 0002065207 | Nov 26, 2025 | 237 | $394.5M |
| Convergence Investment Partners, LLC | 0001456133 | Aug 1, 2025 | 233 | $394.5M |
| WealthBridge Capital Management, LLC | 0001767313 | Aug 12, 2025 | 210 | $394.4M |
| Smith & Howard Wealth Management, LLC | 0001543991 | Jul 15, 2025 | 79 | $394.2M |
| Berkeley Capital Partners, LLC | 0001667694 | Jul 30, 2025 | 173 | $394.0M |
| Bridgewealth Advisory Group, LLC | 0001801982 | Aug 4, 2025 | 124 | $393.9M |
| Tennessee Valley Asset Management Partners | 0001826790 | Aug 14, 2025 | 74 | $393.9M |
| Alight Capital Management LP | 0001651473 | Aug 14, 2025 | 55 | $393.7M |
| Legacy Wealth Asset Management, LLC | 0001846151 | Jul 30, 2025 | 349 | $393.5M |
| Mithaq Capital SPC | 0001834600 | Jul 18, 2025 | 4 | $393.4M |
| Wealth Group Ltd | 0002010748 | Jul 16, 2025 | 78 | $392.7M |
| Alliance Wealth Management Group | 0001623707 | Aug 7, 2025 | 85 | $392.7M |
| Timber Creek Capital Management LLC | 0001510848 | Aug 12, 2025 | 82 | $392.6M |
| Marathon Capital Management | 0001213206 | Aug 14, 2025 | 166 | $392.6M |
| Progressive Investment Management Corp | 0001353318 | Jul 29, 2025 | 56 | $392.5M |
| Pioneer Trust Bank N A | 0001006435 | Aug 8, 2025 | 76 | $391.8M |
| Retirement Solution LLC | 0001914606 | Feb 27, 2026 | 44 | $391.8M |
| American Investment Services, Inc. | 0001369913 | Aug 13, 2025 | 133 | $391.8M |
| DecisionPoint Financial, LLC | 0001938514 | Aug 14, 2025 | 643 | $391.6M |
| Advus Financial Partners, LLC | 0002150676 | Aug 25, 2026 | 254 | $391.4M |
| F&V Capital Management, LLC | 0001569453 | Jul 21, 2025 | 54 | $391.3M |
| Tenere Capital LLC | 0001849517 | Aug 14, 2025 | 19 | $390.5M |
| BetterWealth, LLC | 0001911702 | Jul 14, 2025 | 63 | $390.4M |
| Carderock Capital Management Inc. | 0001168889 | Jul 10, 2025 | 139 | $390.4M |
| Brooklyn FI, LLC | 0001916123 | Jul 10, 2025 | 77 | $390.1M |
| Martin Investment Management, LLC | 0001511888 | Aug 7, 2025 | 49 | $390.1M |
| Park Edge Advisors, LLC | 0001965659 | Jul 7, 2025 | 143 | $389.9M |
| Continental General Insurance Co. | 0000024046 | Aug 13, 2025 | 12 | $389.8M |
| Collective Family Office LLC | 0001845066 | Jul 3, 2025 | 157 | $389.5M |
| Summit Wealth Group, LLC | 0001802865 | Aug 6, 2025 | 111 | $389.4M |
| Guidance Point Advisors, LLC | 0001767710 | Aug 11, 2025 | 86 | $389.3M |
| Outlook Wealth Advisors, LLC | 0001767151 | Aug 11, 2025 | 269 | $388.8M |
| Artia Global Partners LP | 0001937964 | Aug 14, 2025 | 33 | $388.8M |
| Apeiron RIA LLC | 0001801846 | Aug 7, 2025 | 204 | $388.4M |
| MilWealth Group LLC | 0001972750 | Aug 1, 2025 | 68 | $388.3M |
| Semmax Financial Advisors Inc. | 0001767301 | Aug 15, 2025 | 431 | $388.2M |
| Voisard Asset Management Group, Inc. | 0002011215 | Jul 10, 2025 | 92 | $387.9M |
| Montanaro Asset Management Ltd | 0001831133 | Aug 5, 2025 | 39 | $387.9M |
| Stenger Family Office, LLC | 0002056106 | Aug 13, 2025 | 101 | $387.9M |
| Ami Investment Management Inc. | 0001122241 | Jul 23, 2025 | 72 | $387.4M |
| Coleford Investment Management Ltd. | 0001939136 | Aug 6, 2025 | 20 | $387.2M |
| Wolff Financial Management LLC | 0001767940 | Jul 9, 2025 | 98 | $387.1M |
| Cornerstone Wealth Advisors, Inc. | 0001862176 | Jul 17, 2025 | 48 | $387.0M |
| Colony Family Offices, LLC | 0001633573 | Jul 23, 2025 | 65 | $386.8M |
| Venator Management LLC | 0001838211 | Aug 12, 2025 | 23 | $386.7M |
| Beacon Financial Advisory LLC | 0001800502 | Jul 22, 2025 | 353 | $386.7M |
| Natural Investments, LLC | 0001800245 | Jul 25, 2025 | 255 | $386.6M |
| Paulson Wealth Management Inc. | 0001731878 | Aug 6, 2025 | 142 | $386.2M |
| Maven Securities LTD | 0001633046 | Aug 14, 2025 | 182 | $386.1M |
| Harraden Circle Investments, LLC | 0001910592 | Aug 14, 2025 | 120 | $386.1M |
| Coston, McIsaac & Partners | 0001945037 | Aug 12, 2025 | 861 | $386.0M |
| Global IMC LLC | 0001741619 | Aug 12, 2025 | 80 | $385.9M |
| E&G Advisors, LLC | 0001598550 | Jul 14, 2025 | 210 | $385.7M |