| Capital Wealth Management, LLC | 0001730456 | Jul 9, 2026 | 39 | $415.9M |
| Prasad Wealth Partners, LLC | 0002048885 | Jul 29, 2026 | 160 | $415.6M |
| Walter Public Investments Inc. | 0001925251 | Aug 5, 2026 | 53 | $415.5M |
| BigSur Wealth Management LLC | 0001659171 | Jul 14, 2026 | 169 | $415.5M |
| Squire Investment Management Company, LLC | 0002031291 | Jul 28, 2026 | 89 | $415.3M |
| KFA Private Wealth Group, LLC | 0001800556 | Jul 28, 2026 | 150 | $415.2M |
| Oldfield Partners LLP | 0001492815 | Jul 10, 2026 | 18 | $414.8M |
| Winthrop Capital Management, LLC | 0002010657 | Aug 13, 2026 | 351 | $414.1M |
| Phraction Management LLC | 0001907803 | Jul 20, 2026 | 65 | $414.1M |
| Pioneer Wealth Management Group | 0001973339 | Jul 7, 2026 | 55 | $413.9M |
| Measured Wealth Private Client Group, LLC | 0001720235 | Aug 10, 2026 | 723 | $413.7M |
| Colton Groome Financial Advisors, LLC | 0001780330 | Jul 22, 2026 | 164 | $413.6M |
| RFG - Bristol Wealth Advisors, LLC | 0002055104 | Jul 27, 2026 | 188 | $413.6M |
| Hudson Capital Management LLC | 0001727342 | Jul 14, 2026 | 74 | $413.6M |
| Vision Retirement, LLC | 0002069023 | Jul 21, 2026 | 621 | $413.6M |
| BNC Wealth Management, LLC | 0001821549 | Jul 21, 2026 | 106 | $413.6M |
| Siena Capital Partners GP, LLC | 0001694886 | Aug 14, 2026 | 101 | $413.4M |
| Synergy Investment Management, LLC | 0002053786 | Aug 14, 2026 | 1,086 | $413.4M |
| WP Advisors, LLC | 0001697796 | Jul 29, 2026 | 119 | $413.3M |
| JRM Investment Counsel, LLC | 0001631084 | Aug 13, 2026 | 21 | $413.3M |
| Hilltop Partners LLC | 0001957867 | Aug 5, 2026 | 150 | $412.4M |
| Kiltearn Partners LLP | 0001582633 | Aug 12, 2026 | 29 | $412.1M |
| EntryPoint Capital, LLC | 0001992519 | Aug 13, 2026 | 768 | $412.1M |
| Tobam | 0001527488 | Jul 31, 2026 | 258 | $411.9M |
| WealthCare Investment Partners, LLC | 0001908462 | Aug 10, 2026 | 206 | $411.7M |
| McDonald Partners LLC | 0001331074 | Jul 28, 2026 | 621 | $411.7M |
| Taylor Hoffman Capital Management LLC | 0002042493 | Aug 11, 2026 | 122 | $411.6M |
| Prism Advisors, Inc. | 0001717027 | Jul 24, 2026 | 77 | $411.6M |
| Endeavor Private Wealth, Inc. | 0001906023 | Aug 14, 2026 | 216 | $411.5M |
| Inlet Private Wealth, LLC | 0001759751 | Aug 7, 2026 | 133 | $411.3M |
| MYDA Advisors LLC | 0001589689 | Aug 13, 2026 | 143 | $411.3M |
| Accretive Wealth Partners, LLC | 0001844444 | Jul 29, 2026 | 177 | $411.2M |
| Alpine Investment Management Ltd | 0001964631 | Aug 14, 2026 | 9 | $411.2M |
| Elevatus Welath Management | 0001982776 | Aug 13, 2026 | 243 | $411.1M |
| Financial Perspectives, Inc | 0002003287 | Jul 24, 2026 | 728 | $410.9M |
| Gavilan Investment Partners LLC | 0001963404 | Aug 13, 2026 | 15 | $410.8M |
| First Washington CORP | 0001390043 | Aug 13, 2026 | 51 | $410.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 0001903859 | Jul 9, 2026 | 118 | $410.5M |
| Acorn Wealth Advisors, LLC | 0001730610 | Jul 30, 2026 | 303 | $410.3M |
| Strata Wealth Advisors, LLC | 0001946237 | Aug 5, 2026 | 97 | $410.0M |
| Teramo Advisors, LLC | 0001904821 | Jul 23, 2026 | 3 | $409.8M |
| Pinnacle Financial Group, LLC / IL | 0001905962 | Jul 30, 2026 | 117 | $409.7M |
| HFR Wealth Management, LLC | 0001877822 | Aug 7, 2026 | 53 | $409.7M |
| Argonautica Private Wealth Management, Inc. | 0001931870 | Jul 28, 2026 | 182 | $409.5M |
| Ifrah Financial Services, Inc. | 0001382646 | Jul 21, 2026 | 214 | $409.5M |
| DKRT Investments Corp. | 0002080627 | Aug 13, 2026 | 50 | $409.3M |
| Kanen Wealth Management LLC | 0001681614 | Aug 13, 2026 | 36 | $409.1M |
| Rock Point Advisors, LLC | 0001301540 | Aug 6, 2026 | 123 | $408.9M |
| Rooted Wealth Advisors, Inc. | 0001963732 | Jul 28, 2026 | 149 | $408.5M |
| Sicart Associates LLC | 0001696494 | Aug 11, 2026 | 74 | $408.4M |
| Cypress Financial Planning LLC | 0001937021 | Jul 9, 2026 | 106 | $408.2M |
| Tiff Advisory Services, LLC | 0001271347 | Jul 29, 2026 | 19 | $407.9M |
| Polunin Capital Partners Ltd | 0001629869 | Jul 15, 2026 | 19 | $407.4M |
| Inceptionr LLC | 0001821561 | Aug 11, 2026 | 628 | $407.4M |
| Eq LLC | 0001757605 | Jul 23, 2026 | 87 | $407.2M |
| Amicus Financial Advisors, LLC | 0002113629 | Jul 20, 2026 | 95 | $407.0M |
| Hiddenite Capital Partners LP | 0001823823 | Aug 13, 2026 | 27 | $406.9M |
| VELA Investment Management, LLC | 0001895612 | Aug 27, 2026 | 132 | $406.8M |
| Retirement Financial Solutions, LLC | 0001962532 | Jul 30, 2026 | 53 | $406.8M |
| Platinum Investment Management Ltd. | 0001256071 | Aug 13, 2026 | 85 | $406.7M |
| Kettle Hill Capital Management, LLC | 0001387369 | Aug 14, 2026 | 35 | $406.4M |
| Bond & Devick Financial Network, Inc. | 0001843495 | Jul 16, 2026 | 207 | $406.1M |
| Warner Group LLC | 0002073617 | Jul 27, 2026 | 129 | $406.1M |
| Fca Corp. | 0001166402 | Aug 11, 2026 | 203 | $406.0M |
| Tactive Advisors, LLC | 0002002409 | Jul 9, 2026 | 282 | $405.9M |
| Basso Capital Management, L.P. | 0001287978 | Jul 27, 2026 | 135 | $405.9M |
| Whitefort Capital Management, LP | 0001884931 | Aug 14, 2026 | 19 | $405.7M |
| Headland Capital, LLC | 0002056637 | Jul 29, 2026 | 64 | $405.5M |
| Cisco Systems, Inc. | 0000858877 | Jul 13, 2026 | 6 | $405.2M |
| Modus Advisors, LLC | 0001799284 | Aug 3, 2026 | 118 | $405.0M |
| Benchmark Financial Wealth Advisors, LLC | 0001757706 | Jul 17, 2026 | 145 | $405.0M |
| ARK & TLK Investments, LLC | 0002013188 | Jul 20, 2026 | 126 | $404.9M |
| Tucker Asset Management LLC | 0001870012 | Aug 27, 2026 | 430 | $404.8M |
| Walter & Keenan Wealth Management LLC /in/ | 0000752365 | Aug 12, 2026 | 169 | $404.6M |
| Seaside Wealth Management, Inc. | 0001929977 | Aug 5, 2026 | 71 | $404.6M |
| Equitec Proprietary Markets, LLC | 0001143261 | Jul 20, 2026 | 53 | $404.5M |
| Roberts Glore & Co. Inc. | 0001017115 | Aug 11, 2026 | 246 | $404.4M |
| Buckley Wealth Management, LLC | 0001730126 | Aug 7, 2026 | 104 | $404.3M |
| Butensky & Cohen Financial Security, Inc. | 0001632802 | Jul 10, 2026 | 99 | $404.3M |
| Proathlete Wealth Management LLC | 0002012065 | Jul 21, 2026 | 300 | $404.0M |
| McElhenny Sheffield Capital Management, LLC | 0001886813 | Jul 22, 2026 | 108 | $403.8M |
| Arcataur Capital Management LLC | 0001987321 | Jul 23, 2026 | 105 | $403.5M |
| Wbi Investments, LLC | 0001397424 | Aug 11, 2026 | 286 | $403.5M |
| Burke & Herbert Bank & Trust Co. | 0001101250 | Aug 7, 2026 | 246 | $403.4M |
| OLIO Financial Planning | 0001906766 | Jul 17, 2026 | 68 | $403.1M |
| Clean Yield Group | 0001525865 | Aug 5, 2026 | 395 | $403.0M |
| Ogorek Anthony Joseph /NY/ | 0000714364 | Aug 7, 2026 | 715 | $402.7M |
| Manske Wealth Management | 0002095143 | Aug 3, 2026 | 226 | $402.7M |
| Grandview Asset Management LLC | 0001766791 | Jul 24, 2026 | 146 | $402.6M |
| Sterling Wealth Management, Inc. | 0002011149 | Jul 30, 2026 | 116 | $402.3M |
| BlackBarn Capital Partners LP | 0002010204 | Aug 14, 2026 | 17 | $402.2M |
| Grace & Mercy Foundation, Inc. | 0001715783 | Aug 14, 2026 | 21 | $401.7M |
| Cliffwater LLC | 0001659851 | Aug 12, 2026 | 22 | $401.7M |
| Heritage Wealth Management, Inc. | 0001944755 | Jul 28, 2026 | 272 | $400.8M |
| Absolute Capital Management, LLC | 0001817648 | Jul 24, 2026 | 162 | $400.8M |
| Physicians Financial Services, Inc. | 0001665518 | Jul 21, 2026 | 106 | $400.7M |
| Wealth Group, Ltd. | 0002013988 | Jul 21, 2026 | 106 | $400.7M |
| Redmond Asset Management, LLC | 0001567890 | Aug 14, 2026 | 199 | $400.7M |
| OLP CAPITAL MANAGEMENT Ltd | 0001738126 | Aug 14, 2026 | 6 | $400.0M |
| Presidio Capital Management, LLC | 0001931750 | Jul 14, 2026 | 86 | $399.9M |