| Wagner Wealth Management, LLC | 0001728657 | Oct 21, 2025 | 249 | $430.9M |
| Wolff Financial Management LLC | 0001767940 | Oct 20, 2025 | 101 | $430.8M |
| Bluescape Energy Partners LLC | 0001629283 | Nov 14, 2025 | 6 | $430.7M |
| PKS Advisory Services, LLC | 0001605401 | Nov 12, 2025 | 245 | $430.1M |
| Alpine Woods Capital Investors, LLC | 0001226886 | Oct 15, 2025 | 151 | $429.9M |
| Stokes Capital Advisors, LLC | 0001734460 | Oct 9, 2025 | 68 | $429.8M |
| Frisch Financial Group, Inc. | 0001767730 | Nov 10, 2025 | 157 | $429.8M |
| E&G Advisors, LLC | 0001598550 | Oct 21, 2025 | 227 | $429.6M |
| Wendel SE | 0001721938 | Oct 30, 2025 | 1 | $429.5M |
| Matthews International Capital Management LLC | 0001028074 | Oct 17, 2025 | 40 | $429.5M |
| Ulysses Management LLC | 0001510912 | Nov 14, 2025 | 38 | $429.4M |
| Siemens AG | 0000940418 | Nov 14, 2025 | 1 | $429.2M |
| Smith & Howard Wealth Management, LLC | 0001543991 | Nov 12, 2025 | 77 | $429.1M |
| Capco Asset Management, LLC | 0001698068 | Nov 12, 2025 | 27 | $428.9M |
| Paradiem, LLC | 0001733356 | Oct 17, 2025 | 68 | $428.9M |
| DecisionPoint Financial, LLC | 0001938514 | Nov 10, 2025 | 656 | $428.9M |
| Ipswich Investment Management Co., Inc. | 0001463753 | Oct 8, 2025 | 185 | $428.1M |
| Beacon Harbor Wealth Advisors, Inc. | 0001784093 | Nov 5, 2025 | 70 | $428.0M |
| Medina Value Partners, LLC | 0001843543 | Nov 13, 2025 | 28 | $428.0M |
| Cincinnati Specialty Underwriters Insurance CO | 0001426763 | Nov 6, 2025 | 37 | $427.9M |
| Lionstone Capital Management LLC | 0001575662 | Nov 14, 2025 | 12 | $427.9M |
| Pioneer Trust Bank N A | 0001006435 | Oct 24, 2025 | 78 | $426.8M |
| Alliance Wealth Advisors, LLC | 0001893261 | Nov 10, 2025 | 282 | $426.6M |
| WealthBridge Capital Management, LLC | 0001767313 | Nov 7, 2025 | 214 | $426.1M |
| Squadra Investments - Gestao DE Recursos Ltda. | 0001577806 | Nov 14, 2025 | 4 | $425.7M |
| Founders Grove Wealth Partners, LLC | 0002046157 | Oct 17, 2025 | 138 | $425.5M |
| Cordatus Wealth Management LLC | 0001715862 | Oct 22, 2025 | 161 | $424.1M |
| Tenere Capital LLC | 0001849517 | Nov 14, 2025 | 21 | $424.0M |
| Uniting Wealth Partners, LLC | 0002056414 | Nov 7, 2025 | 199 | $423.7M |
| Harrell Investment Partners, LLC | 0001802882 | Oct 23, 2025 | 123 | $423.4M |
| Rothschild Capital Partners, LLC | 0001569833 | Nov 6, 2025 | 95 | $423.3M |
| Paulson Wealth Management Inc. | 0001731878 | Nov 3, 2025 | 136 | $423.0M |
| Bulltick Wealth Management, LLC | 0001912448 | Nov 13, 2025 | 111 | $422.9M |
| Berkeley Capital Partners, LLC | 0001667694 | Nov 10, 2025 | 188 | $422.9M |
| Stewardship Advisors, LLC | 0001733219 | Oct 29, 2025 | 154 | $422.8M |
| Juniper Hill Capital Management LP | 0001803460 | Oct 23, 2025 | 4 | $422.7M |
| Hollow Brook Wealth Management LLC | 0001455251 | Nov 14, 2025 | 104 | $422.7M |
| Warther Private Wealth, LLC | 0001954551 | Nov 14, 2025 | 50 | $422.7M |
| Aries Wealth Management | 0001729515 | Nov 10, 2025 | 231 | $422.6M |
| Benin Management CORP | 0001352871 | Oct 20, 2025 | 136 | $422.6M |
| RR Advisors, LLC | 0001322613 | Nov 13, 2025 | 28 | $422.1M |
| 3G Capital Partners LP | 0001421669 | Nov 14, 2025 | 16 | $422.0M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0002071170 | Nov 14, 2025 | 662 | $422.0M |
| McElhenny Sheffield Capital Management, LLC | 0001886813 | Oct 21, 2025 | 106 | $422.0M |
| Horiko Capital Management LLC | 0001762718 | Nov 14, 2025 | 17 | $421.8M |
| Longfellow Investment Management Co. LLC | 0001167487 | Nov 12, 2025 | 258 | $421.8M |
| Marion Wealth Management | 0001911097 | Oct 10, 2025 | 136 | $421.6M |
| Sphera Funds Management LTD. | 0001496201 | Nov 14, 2025 | 101 | $421.6M |
| Farmers National Bank | 0001632966 | Dec 15, 2025 | 174 | $421.6M |
| White Pine Investment CO | 0001318259 | Oct 14, 2025 | 67 | $421.5M |
| JPL Wealth Management, LLC | 0002010710 | Nov 14, 2025 | 1,192 | $421.3M |
| Sage Capital Advisors,llc | 0001714107 | Oct 7, 2025 | 131 | $420.5M |
| Wealthspring Capital LLC | 0001844495 | Oct 15, 2025 | 165 | $420.1M |
| BetterWealth, LLC | 0001911702 | Oct 21, 2025 | 69 | $420.0M |
| Coston, McIsaac & Partners | 0001945037 | Nov 5, 2025 | 896 | $420.0M |
| Unio Capital LLC | 0001730565 | Nov 14, 2025 | 21 | $419.7M |
| Venator Management LLC | 0001838211 | Nov 14, 2025 | 25 | $419.6M |
| Wick Capital Partners, LLC | 0001904388 | Nov 14, 2025 | 115 | $419.5M |
| Retirement Solution LLC | 0001914606 | Feb 27, 2026 | 48 | $419.3M |
| Waterway Wealth Management, LLC | 0001992193 | Nov 6, 2025 | 81 | $419.3M |
| Mandatum Life Insurance Co Ltd | 0001664324 | Nov 6, 2025 | 81 | $418.6M |
| Alight Capital Management LP | 0001651473 | Nov 14, 2025 | 57 | $418.3M |
| Mattson Financial Services, LLC | 0002034595 | Oct 17, 2025 | 186 | $418.2M |
| B.O.S.S. Retirement Advisors, LLC | 0001964810 | Nov 5, 2025 | 193 | $418.1M |
| Whitener Capital Management, Inc. | 0000825217 | Oct 15, 2025 | 165 | $417.7M |
| Syverson Strege & Co | 0001682057 | Dec 1, 2025 | 165 | $417.3M |
| Platform Technology Partners | 0001830817 | Oct 29, 2025 | 256 | $417.2M |
| Cyrus Capital Partners, L.P. | 0001166564 | Nov 14, 2025 | 4 | $416.9M |
| Beirne Wealth Consulting Services, LLC | 0001697303 | Nov 7, 2025 | 227 | $416.8M |
| Collective Family Office LLC | 0001845066 | Oct 6, 2025 | 160 | $416.6M |
| Prosight Management, LP | 0001617201 | Nov 14, 2025 | 41 | $416.5M |
| Advus Financial Partners, LLC | 0002150676 | Aug 25, 2026 | 255 | $416.4M |
| DKRT Investments Corp. | 0002080627 | Nov 12, 2025 | 45 | $416.4M |
| Coleford Investment Management Ltd. | 0001939136 | Nov 7, 2025 | 22 | $416.4M |
| American Investment Services, Inc. | 0001369913 | Nov 13, 2025 | 134 | $416.2M |
| Standard General L.P. | 0001409888 | Nov 14, 2025 | 3 | $416.2M |
| Ancient Art, L.P. | 0001426749 | Nov 14, 2025 | 12 | $416.1M |
| West Michigan Advisors, LLC | 0001909879 | Nov 13, 2025 | 261 | $416.0M |
| Proem Advisors LLC | 0001842526 | Oct 30, 2025 | 28 | $415.8M |
| High Net Worth Advisory Group LLC | 0001919142 | Oct 29, 2025 | 235 | $415.6M |
| Naria Inc. | 0002012185 | Nov 13, 2025 | 1 | $415.6M |
| Reverence Capital Partners, L.P. | 0001907530 | Nov 6, 2025 | 1 | $415.6M |
| Weil Company, Inc. | 0001318011 | Nov 7, 2025 | 116 | $415.5M |
| Compton Financial Group, LLC | 0001844567 | Nov 12, 2025 | 52 | $415.3M |
| EDENTREE ASSET MANAGEMENT Ltd | 0001980273 | Nov 10, 2025 | 62 | $415.3M |
| Lorne Steinberg Wealth Management Inc. | 0001851362 | Oct 31, 2025 | 70 | $415.0M |
| Guidance Point Advisors, LLC | 0001767710 | Oct 23, 2025 | 98 | $414.7M |
| III Capital Management | 0001783139 | Nov 14, 2025 | 46 | $414.4M |
| DeDora Capital, Inc. | 0001717658 | Oct 29, 2025 | 112 | $414.3M |
| Inceptionr LLC | 0001821561 | Nov 13, 2025 | 643 | $414.2M |
| Heirloom Wealth Management | 0001882903 | Nov 10, 2025 | 43 | $413.9M |
| Timber Creek Capital Management LLC | 0001510848 | Nov 7, 2025 | 83 | $413.8M |
| Fourth Sail Capital LP | 0001803158 | Nov 14, 2025 | 28 | $413.8M |
| Summit Wealth Group, LLC | 0001802865 | Oct 23, 2025 | 111 | $413.5M |
| General Pension Society PZU Joint Stock Co | 0002057421 | Nov 6, 2025 | 15 | $413.5M |
| Winthrop Capital Management, LLC | 0002010657 | Nov 13, 2025 | 338 | $413.5M |
| Seven Springs Wealth Group, LLC | 0001803898 | Nov 12, 2025 | 83 | $413.4M |
| Cornerstone Wealth Advisors, Inc. | 0001862176 | Oct 15, 2025 | 51 | $413.1M |
| Watchman Group, Inc. | 0001748726 | Nov 13, 2025 | 78 | $413.1M |
| Wealth Advisory Solutions, LLC | 0001834802 | Oct 27, 2025 | 138 | $412.8M |