| RIA Advisory Group LLC | 0001958384 | Aug 13, 2025 | 131 | $340.2M |
| WealthTrust Axiom LLC | 0001425949 | Aug 13, 2025 | 262 | $340.1M |
| Pacifica Capital Investments, LLC | 0001486713 | Aug 13, 2025 | 16 | $340.0M |
| Fischer Financial Services, Inc. | 0002064001 | Jul 16, 2025 | 61 | $340.0M |
| Portland Investment Counsel Inc. | 0001081668 | Aug 13, 2025 | 48 | $340.0M |
| CM Wealth Advisors LLC | 0001764581 | Aug 6, 2025 | 82 | $339.9M |
| MPS Loria Financial Planners, LLC | 0001716180 | Jul 29, 2025 | 80 | $339.9M |
| Silverlake Wealth Management LLC | 0001966026 | Aug 25, 2025 | 316 | $339.8M |
| Nut Tree Capital Management, LP | 0001661655 | Aug 14, 2025 | 10 | $339.7M |
| Unio Capital LLC | 0001730565 | Aug 14, 2025 | 21 | $339.6M |
| Quantessence Capital LLC | 0002009590 | Aug 14, 2025 | 181 | $339.5M |
| Kelly Financial Services LLC | 0002023336 | Jul 17, 2025 | 116 | $339.4M |
| Ballast Advisors LLC | 0001803415 | Jul 31, 2025 | 168 | $339.4M |
| Roman Butler Fullerton & Co. | 0000733444 | Jul 30, 2025 | 242 | $339.3M |
| Iron Horse Wealth Management, LLC | 0001836270 | Jul 22, 2025 | 591 | $339.0M |
| Carr Financial Group Corp | 0001931232 | Jul 15, 2025 | 187 | $338.9M |
| KG Capital Management | 0001771687 | Jul 17, 2025 | 187 | $338.8M |
| D.B. Root & Company, LLC | 0001731717 | Jul 22, 2025 | 190 | $338.7M |
| Gradient Capital Advisors, LLC | 0001727917 | Jul 16, 2025 | 162 | $338.5M |
| Divergent Planning, LLC | 0001730787 | Jul 30, 2025 | 35 | $338.4M |
| Legacy Financial Group, Inc. | 0001965579 | Aug 12, 2025 | 85 | $338.3M |
| NatWest Group plc | 0000844150 | Jul 31, 2025 | 32 | $338.2M |
| Selkirk Management LLC | 0001565432 | Aug 14, 2025 | 14 | $338.2M |
| West Branch Capital LLC | 0001738723 | Jul 16, 2025 | 472 | $338.1M |
| TrueWealth Advisors, LLC | 0001817714 | Jul 3, 2025 | 217 | $337.9M |
| Haverford Financial Services, Inc. | 0001347683 | Aug 12, 2025 | 43 | $337.8M |
| BankPlus Trust Department | 0002047270 | Jul 23, 2025 | 441 | $337.8M |
| Highline Wealth Partners LLC | 0002042654 | Jul 16, 2025 | 889 | $337.7M |
| WT Wealth Management | 0001780507 | Sep 10, 2025 | 147 | $337.6M |
| Ruedi Wealth Management, Inc. | 0001940678 | Jul 25, 2025 | 55 | $337.1M |
| BNC Wealth Management, LLC | 0001821549 | Jul 15, 2025 | 98 | $337.1M |
| Princeton Capital Management LLC | 0001167026 | Aug 6, 2025 | 127 | $336.8M |
| Strategic Advocates LLC | 0001991340 | Jul 8, 2025 | 126 | $336.8M |
| Freedom Day Solutions, LLC | 0001467517 | Jul 24, 2025 | 88 | $336.7M |
| CRCM LP | 0001483234 | Aug 13, 2025 | 9 | $336.6M |
| Modus Advisors, LLC | 0001799284 | Jul 7, 2025 | 111 | $336.6M |
| Cloverfields Capital Group, LP | 0001819581 | Aug 13, 2025 | 98 | $336.6M |
| Truefg, LLC | 0001766067 | Aug 15, 2025 | 61 | $336.5M |
| VELA Investment Management, LLC | 0001895612 | Jul 29, 2025 | 132 | $336.4M |
| Nine Ten Capital Management LLC | 0001635236 | Aug 14, 2025 | 9 | $336.1M |
| Butensky & Cohen Financial Security, Inc. | 0001632802 | Jul 11, 2025 | 93 | $336.1M |
| McCollum Christoferson Group LLC | 0001727573 | Aug 13, 2025 | 68 | $336.1M |
| Lansing Street Advisors | 0001926571 | Jul 23, 2025 | 134 | $335.8M |
| Bank of Stockton | 0001387723 | Jul 15, 2025 | 141 | $335.8M |
| Physicians Financial Services, Inc. | 0001665518 | Aug 14, 2025 | 107 | $335.7M |
| SOF Ltd | 0001697569 | Aug 14, 2025 | 1 | $335.6M |
| Legacy CG, LLC | 0001904825 | Jul 22, 2025 | 51 | $335.6M |
| Beam Wealth Advisors, Inc. | 0001803426 | Aug 5, 2025 | 107 | $335.5M |
| Covenant Partners, LLC | 0001302739 | Jul 30, 2025 | 146 | $335.0M |
| Leverty Financial Group, LLC | 0001908386 | Jul 17, 2025 | 44 | $335.0M |
| Alaethes Wealth, LLC | 0001859677 | Aug 15, 2025 | 107 | $334.8M |
| GFG Capital, LLC | 0001638520 | Jul 24, 2025 | 392 | $334.7M |
| Metropolitan Life Insurance Co | 0000728618 | Aug 13, 2025 | 11 | $334.6M |
| Pennant Investors, LP | 0001759176 | Aug 14, 2025 | 16 | $334.3M |
| Clean Yield Group | 0001525865 | Jul 17, 2025 | 408 | $334.3M |
| Measured Wealth Private Client Group, LLC | 0001720235 | Aug 13, 2025 | 179 | $334.2M |
| Buckley Wealth Management, LLC | 0001730126 | Aug 11, 2025 | 108 | $334.1M |
| Johnson & Johnson | 0000200406 | Jul 22, 2025 | 20 | $334.1M |
| Marshall Financial Group Inc. | 0000701189 | Aug 5, 2025 | 52 | $334.0M |
| Fca Corp. | 0001166402 | Aug 12, 2025 | 184 | $334.0M |
| Birnam Oak Advisors, LP | 0001997245 | Aug 11, 2025 | 23 | $333.7M |
| Aikya Investment Management Ltd | 0002005403 | Aug 5, 2025 | 4 | $333.5M |
| Triumph Capital Management | 0001730765 | Dec 29, 2025 | 286 | $333.2M |
| Mezzasalma Advisors, LLC | 0001864916 | Jul 29, 2025 | 145 | $333.1M |
| EPG Wealth Management LLC | 0001803058 | Aug 5, 2025 | 310 | $333.0M |
| Galibier Capital Management Ltd. | 0001765768 | Aug 7, 2025 | 38 | $332.9M |
| Rinkey Investments | 0001730774 | Aug 13, 2025 | 100 | $332.8M |
| Kidder Stephen W | 0001314377 | Jul 23, 2025 | 74 | $332.6M |
| Atlas Merchant Capital LLC | 0001945789 | Aug 14, 2025 | 11 | $332.5M |
| Wood Tarver Financial Group, LLC | 0002059344 | Aug 12, 2025 | 702 | $332.3M |
| Capital Impact Advisors, LLC | 0001602198 | Aug 18, 2025 | 30 | $332.2M |
| Performa Ltd (US), LLC | 0001650303 | Aug 11, 2025 | 51 | $331.7M |
| Engle Capital Management, L.P. | 0001684868 | Aug 14, 2025 | 25 | $331.6M |
| West Virginia University Foundation, Inc | 0002109379 | Feb 24, 2026 | 2 | $331.5M |
| Wright Investors Service Inc. | 0000108572 | Jul 11, 2025 | 141 | $331.3M |
| Headland Capital, LLC | 0002056637 | Aug 6, 2025 | 57 | $330.9M |
| Keating Investment Counselors Inc. | 0001020580 | Aug 7, 2025 | 61 | $330.8M |
| Financial Perspectives, Inc | 0002003287 | Jul 30, 2025 | 724 | $330.8M |
| Keystone Financial Planning, Inc. | 0001596906 | Jul 31, 2025 | 45 | $330.8M |
| Hilltop Partners LLC | 0001957867 | Aug 25, 2025 | 119 | $330.7M |
| Strategic Investment Solutions, Inc. | 0001960144 | Jul 16, 2025 | 622 | $330.6M |
| Waterway Wealth Management, LLC | 0001992193 | Aug 14, 2025 | 77 | $330.6M |
| LongView Wealth Management | 0001990190 | Jul 11, 2025 | 215 | $330.3M |
| H Partners Management, LLC | 0001364412 | Aug 14, 2025 | 2 | $330.3M |
| Investment Advisory Group, LLC | 0001910273 | Jul 25, 2025 | 175 | $330.3M |
| TriaGen Wealth Management LLC | 0001843848 | Jul 23, 2025 | 171 | $330.1M |
| Rovin Capital /Ut/ | 0001059057 | Aug 6, 2025 | 187 | $330.1M |
| Cavalier Investments, LLC | 0001655543 | Jul 30, 2025 | 71 | $330.0M |
| Lion Street Advisors, LLC | 0001801991 | Jul 25, 2025 | 274 | $329.7M |
| Westbourne Investment Advisors, Inc. | 0001650092 | Aug 8, 2025 | 107 | $329.6M |
| Tri Locum Partners LP | 0001826434 | Aug 14, 2025 | 23 | $329.5M |
| Eldred Rock Partners, LLC | 0001984180 | Jul 9, 2025 | 29 | $329.0M |
| Legacy Wealth Management, LLC / MS | 0002047443 | Jul 1, 2025 | 90 | $328.9M |
| S&T Bank | 0001010911 | Aug 6, 2025 | 475 | $328.8M |
| SRH Advisors, LLC | 0001512779 | Jul 22, 2025 | 268 | $328.8M |
| Makaira Partners LLC | 0001540866 | Aug 14, 2025 | 13 | $328.7M |
| Morton Brown Family Wealth, LLC | 0001909851 | Jul 24, 2025 | 319 | $328.7M |
| Soros Capital Management LLC | 0001748240 | Aug 14, 2025 | 50 | $328.5M |
| Columbia Bank | 0002017259 | Aug 12, 2025 | 164 | $328.3M |
| Northcape Wealth Management, LLC | 0001902806 | Aug 5, 2025 | 136 | $327.6M |