| Mindset Wealth Management, LLC | 0002044232 | Nov 14, 2025 | 177 | $366.9M |
| Snider Financial Group | 0001820681 | Nov 7, 2025 | 115 | $366.6M |
| Puzo Michael J | 0001053914 | Nov 10, 2025 | 71 | $366.6M |
| Pensionfund Sabic | 0001637246 | Mar 26, 2026 | 213 | $366.6M |
| Sovereign Investment Advisors, LLC | 0001908165 | Oct 24, 2025 | 35 | $366.5M |
| Wakefield Asset Management LLLP | 0001600435 | Nov 13, 2025 | 193 | $366.4M |
| Physicians Financial Services, Inc. | 0001665518 | Oct 21, 2025 | 108 | $366.3M |
| Cooper Investors PTY Ltd. | 0001561728 | Oct 16, 2025 | 40 | $366.2M |
| Pinion Investment Advisors, LLC | 0001738738 | Oct 27, 2025 | 168 | $366.1M |
| Bell Asset Management Ltd | 0001681004 | Nov 13, 2025 | 63 | $365.9M |
| Roberts Glore & Co. Inc. | 0001017115 | Nov 12, 2025 | 217 | $365.7M |
| Narus Financial Partners, LLC | 0001698091 | Feb 9, 2026 | 168 | $365.5M |
| Portland Investment Counsel Inc. | 0001081668 | Nov 13, 2025 | 52 | $365.4M |
| Buckley Wealth Management, LLC | 0001730126 | Nov 14, 2025 | 102 | $365.2M |
| Cerro Pacific Wealth Advisors LLC | 0001842669 | Oct 28, 2025 | 159 | $365.1M |
| Sollinda Capital Management LLC | 0002012034 | Nov 4, 2025 | 70 | $364.9M |
| Legacy Financial Group, Inc. | 0001965579 | Nov 5, 2025 | 92 | $364.8M |
| Selkirk Management LLC | 0001565432 | Nov 13, 2025 | 12 | $364.8M |
| ArchPoint Investors | 0001483472 | Nov 12, 2025 | 72 | $364.5M |
| Carr Financial Group Corp | 0001931232 | Oct 8, 2025 | 188 | $364.2M |
| KG Capital Management | 0001771687 | Oct 22, 2025 | 196 | $364.0M |
| Presima Securities ULC | 0001399360 | Nov 7, 2025 | 48 | $363.9M |
| Marshall Financial Group Inc. | 0000701189 | Nov 4, 2025 | 53 | $363.5M |
| Private Wealth Management Group, LLC | 0002011342 | Oct 17, 2025 | 1,480 | $363.3M |
| Ballast Advisors LLC | 0001803415 | Nov 12, 2025 | 180 | $363.1M |
| EPG Wealth Management LLC | 0001803058 | Nov 3, 2025 | 320 | $363.0M |
| Adamsbrown Wealth Consultants LLC | 0001911244 | Nov 3, 2025 | 115 | $363.0M |
| HAP Trading, LLC | 0001049854 | Nov 12, 2025 | 137 | $362.8M |
| CGC Financial Services, LLC | 0001992785 | Oct 24, 2025 | 343 | $362.6M |
| Windsor Capital Management, LLC | 0001543100 | Oct 6, 2025 | 121 | $362.2M |
| Truefg, LLC | 0001766067 | Nov 6, 2025 | 63 | $362.0M |
| Packer & Co Ltd | 0001664017 | Oct 28, 2025 | 7 | $361.9M |
| Ewa, LLC | 0001835252 | Oct 31, 2025 | 230 | $361.2M |
| Rovin Capital /Ut/ | 0001059057 | Oct 29, 2025 | 194 | $361.2M |
| Whetstone Capital Advisors, LLC | 0001607278 | Nov 14, 2025 | 56 | $361.1M |
| CV Advisors LLC | 0001872254 | Oct 21, 2025 | 50 | $361.0M |
| Fulcrum Asset Management LLP | 0001353395 | Nov 24, 2025 | 177 | $360.7M |
| Financial Perspectives, Inc | 0002003287 | Oct 22, 2025 | 724 | $360.6M |
| Walter & Keenan Wealth Management LLC /in/ | 0000752365 | Nov 13, 2025 | 153 | $360.5M |
| CWS Financial Advisors, LLC | 0001802459 | Nov 4, 2025 | 140 | $360.3M |
| Fca Corp. | 0001166402 | Nov 14, 2025 | 193 | $360.1M |
| Empirical Asset Management, LLC | 0001926596 | Nov 12, 2025 | 368 | $360.1M |
| PhiloSmith Capital Corp | 0001942361 | Oct 22, 2025 | 23 | $359.8M |
| Owls Nest Partners IA, LLC | 0001845806 | Nov 13, 2025 | 13 | $359.8M |
| Bridge Creek Capital Management LLC | 0001670903 | Oct 14, 2025 | 116 | $359.6M |
| PCJ Investment Counsel Ltd. | 0001426318 | Nov 13, 2025 | 64 | $359.5M |
| Opal Wealth Advisors, LLC | 0001844201 | Oct 24, 2025 | 195 | $359.3M |
| Centennial Wealth Advisory LLC | 0001839421 | Oct 22, 2025 | 160 | $359.3M |
| EdgeRock Capital LLC | 0001908378 | Oct 28, 2025 | 121 | $359.2M |
| Butensky & Cohen Financial Security, Inc. | 0001632802 | Oct 20, 2025 | 95 | $358.8M |
| BLKBRD Asset Management, LP | 0002035232 | Nov 14, 2025 | 27 | $358.8M |
| Prasad Wealth Partners, LLC | 0002048885 | Nov 5, 2025 | 140 | $358.8M |
| Westbourne Investment Advisors, Inc. | 0001650092 | Oct 20, 2025 | 116 | $358.7M |
| Broad Peak Investment Advisers Pte Ltd | 0001547349 | Oct 27, 2025 | 15 | $358.5M |
| Straight Path Wealth Management | 0001902506 | Nov 3, 2025 | 128 | $358.5M |
| Vista Investment Partners LLC | 0002023386 | Oct 16, 2025 | 154 | $358.2M |
| M. Kraus & Co | 0001593688 | Oct 14, 2025 | 83 | $358.1M |
| Columbia Bank | 0002017259 | Nov 6, 2025 | 155 | $357.7M |
| Sara-Bay Financial | 0001816444 | Oct 10, 2025 | 80 | $357.7M |
| Aikya Investment Management Ltd | 0002005403 | Nov 4, 2025 | 4 | $357.2M |
| Ruedi Wealth Management, Inc. | 0001940678 | Nov 13, 2025 | 53 | $357.2M |
| Evernest Financial Advisors, LLC | 0002009530 | Nov 12, 2025 | 188 | $356.9M |
| Warberg Asset Management LLC | 0001597506 | Nov 6, 2025 | 151 | $356.5M |
| Haverford Financial Services, Inc. | 0001347683 | Nov 12, 2025 | 45 | $356.4M |
| Fairway Wealth LLC | 0002019393 | Oct 30, 2025 | 158 | $356.3M |
| Compass Advisory Group LLC | 0001720292 | Nov 6, 2025 | 82 | $356.3M |
| Naman Capital Ltda | 0001946136 | Nov 14, 2025 | 12 | $356.3M |
| Headland Capital, LLC | 0002056637 | Nov 12, 2025 | 71 | $356.2M |
| Brown Wealth Management, LLC | 0001987005 | Nov 4, 2025 | 99 | $356.1M |
| Capital Today Evergreen Fund, L.P. | 0001625502 | Nov 13, 2025 | 3 | $355.8M |
| S&T Bank | 0001010911 | Nov 14, 2025 | 478 | $355.7M |
| Grandview Asset Management LLC | 0001766791 | Oct 22, 2025 | 141 | $355.5M |
| Brand Asset Management Group, Inc. | 0001748766 | Nov 12, 2025 | 165 | $355.5M |
| Duncan Williams Asset Management, LLC | 0002011771 | Nov 12, 2025 | 164 | $355.4M |
| Legacy CG, LLC | 0001904825 | Oct 23, 2025 | 46 | $355.1M |
| Peak Retirement Planning, Inc. | 0002056697 | Nov 4, 2025 | 128 | $355.1M |
| BOS Asset Management, LLC | 0001965814 | Oct 21, 2025 | 190 | $354.9M |
| Eaton Financial Holdings Company, LLC | 0001972322 | Nov 17, 2025 | 121 | $354.9M |
| Level Financial Advisors | 0001871734 | Oct 15, 2025 | 94 | $354.8M |
| Joseph Group Capital Management | 0001910383 | Oct 23, 2025 | 97 | $354.5M |
| Sivia Capital Partners, LLC | 0002012032 | Oct 20, 2025 | 468 | $354.3M |
| Tekne Capital Management, LLC | 0001558971 | Nov 13, 2025 | 5 | $354.2M |
| Delta Financial Advisors LLC | 0001790295 | Oct 30, 2025 | 145 | $354.1M |
| MGB Wealth Management, LLC | 0002015822 | Nov 12, 2025 | 313 | $354.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0001697375 | Oct 27, 2025 | 333 | $354.0M |
| Clean Yield Group | 0001525865 | Oct 23, 2025 | 426 | $353.8M |
| TRV GP V, LLC | 0001990717 | Nov 13, 2025 | 3 | $353.5M |
| Tactive Advisors, LLC | 0002002409 | Oct 14, 2025 | 251 | $353.4M |
| Radcliff Management LLC | 0001911132 | Nov 14, 2025 | 1 | $353.3M |
| P Schoenfeld Asset Management LP | 0001040198 | Nov 14, 2025 | 27 | $353.3M |
| 11 Capital Partners LP | 0001801172 | Nov 13, 2025 | 20 | $353.1M |
| Crestview Partners III GP, L.P. | 0001703027 | Nov 14, 2025 | 3 | $353.0M |
| M3F, Inc. | 0001511291 | Nov 12, 2025 | 28 | $352.9M |
| Brown Miller Wealth Management, LLC | 0001840084 | Oct 21, 2025 | 191 | $352.8M |
| Covenant Partners, LLC | 0001302739 | Oct 24, 2025 | 135 | $352.8M |
| Alaethes Wealth, LLC | 0001859677 | Nov 13, 2025 | 112 | $352.7M |
| Stone Summit Wealth LLC | 0001908192 | Oct 22, 2025 | 143 | $352.6M |
| Sequent Planning LLC | 0002009724 | Nov 12, 2025 | 201 | $352.4M |
| Science & Technology Partners, L.P. | 0002029433 | Nov 14, 2025 | 24 | $352.2M |
| Integrated Quantitative Investments LLC | 0002046834 | Nov 12, 2025 | 347 | $351.9M |