| Schorn Wealth LLC | 0001792851 | Jan 24, 2025 | 75 | $308.0M |
| Wright Investors Service Inc. | 0000108572 | Jan 13, 2025 | 133 | $307.9M |
| USAdvisors Wealth Management, LLC | 0001735605 | Jan 23, 2025 | 139 | $307.8M |
| Ami Investment Management Inc. | 0001122241 | Jan 16, 2025 | 66 | $307.7M |
| Nia Impact Advisors, LLC | 0001815217 | Feb 14, 2025 | 112 | $307.5M |
| Total Clarity Wealth Management, Inc. | 0001804909 | Jan 24, 2025 | 267 | $307.5M |
| Pinnacle Bancorp, Inc. | 0001703383 | Jan 14, 2025 | 881 | $307.5M |
| Beacon Financial Advisory LLC | 0001800502 | Jan 27, 2025 | 299 | $307.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0001729755 | Feb 7, 2025 | 137 | $307.1M |
| Security Benefit Life Insurance Co. | 0000869772 | Feb 4, 2025 | 21 | $307.1M |
| Channel Wealth LLC | 0001975550 | Jan 15, 2025 | 160 | $307.0M |
| B&I Capital AG | 0001843527 | Feb 6, 2025 | 27 | $306.9M |
| Tiff Advisory Services, LLC | 0001271347 | Feb 6, 2025 | 18 | $306.8M |
| Chapin Davis, Inc. | 0000872098 | Jan 21, 2025 | 231 | $306.6M |
| Precedent Wealth Partners, LLC | 0002008666 | Jan 21, 2025 | 148 | $306.5M |
| Prime Buchholz LLC | 0002051999 | Jan 31, 2025 | 31 | $306.5M |
| Deepwater Asset Management, LLC | 0001964171 | Jan 24, 2025 | 23 | $306.4M |
| Droms Strauss Advisors Inc. /Mo/ | 0001053292 | Jan 31, 2025 | 71 | $306.3M |
| Patriot Financial Partners Gp, LP | 0001470261 | Feb 10, 2025 | 9 | $306.3M |
| Truefg, LLC | 0001766067 | Jan 15, 2025 | 53 | $306.3M |
| Regimen Wealth, LLC | 0001963863 | Feb 13, 2025 | 64 | $306.2M |
| Highline Wealth Partners LLC | 0002042654 | Jan 10, 2025 | 613 | $305.9M |
| Wells Trecaso Financial Group, LLC | 0001737987 | Jan 21, 2025 | 88 | $305.9M |
| CM Wealth Advisors LLC | 0001764581 | Feb 13, 2025 | 84 | $305.9M |
| Crossingbridge Advisors, LLC | 0001770024 | Feb 14, 2025 | 78 | $305.7M |
| Windmill Hill Asset Management Ltd | 0001831132 | Feb 26, 2025 | 27 | $305.6M |
| HWG Holdings LP | 0001599390 | Feb 27, 2025 | 50 | $305.4M |
| Leading Edge Financial Planning LLC | 0001967205 | Jan 24, 2025 | 57 | $304.8M |
| BankPlus Trust Department | 0002047270 | Feb 4, 2025 | 471 | $304.8M |
| MorganRosel Wealth Management, LLC | 0001753218 | Feb 4, 2025 | 103 | $304.7M |
| RFG - Bristol Wealth Advisors, LLC | 0002055104 | Feb 12, 2025 | 159 | $304.7M |
| Hall Laurie J Trustee | 0001388382 | Jan 16, 2025 | 251 | $304.7M |
| Glass Jacobson Investment Advisors llc | 0001964394 | Feb 13, 2025 | 840 | $304.5M |
| Nvidia Corp. | 0001045810 | Feb 14, 2025 | 5 | $304.5M |
| Harbor Advisory Corp. | 0001100710 | Jan 29, 2025 | 86 | $304.4M |
| ArchPoint Investors | 0001483472 | Feb 13, 2025 | 67 | $304.4M |
| Oxler Private Wealth LLC | 0001846002 | Jan 23, 2025 | 85 | $304.2M |
| BNC Wealth Management, LLC | 0001821549 | Jan 15, 2025 | 96 | $304.0M |
| Norman Fields, Gottscho Capital Management, LLC | 0001352449 | Jan 7, 2025 | 58 | $303.9M |
| Enterprise Bank & Trust Co | 0001770710 | Jan 13, 2025 | 130 | $303.8M |
| Catalina Capital Group, LLC | 0002018090 | Jan 24, 2025 | 366 | $303.8M |
| Detalus Advisors, LLC | 0001799677 | Feb 6, 2025 | 150 | $303.6M |
| Monterey Private Wealth, Inc. | 0001839826 | Jan 17, 2025 | 141 | $303.3M |
| Core Wealth Advisors, Inc. | 0001770532 | Feb 14, 2025 | 60 | $303.3M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0002071170 | Aug 14, 2025 | 627 | $303.0M |
| Raine Capital LLC | 0001631543 | Feb 14, 2025 | 3 | $303.0M |
| Frontier Asset Management, LLC | 0001910146 | Feb 7, 2025 | 66 | $302.9M |
| Rialto Wealth Management, LLC | 0002054966 | Feb 7, 2025 | 521 | $302.8M |
| Gunma Bank,Ltd. | 0001549449 | Jan 29, 2025 | 33 | $302.8M |
| Fonville Wealth Management LLC | 0002008703 | Jan 29, 2025 | 107 | $302.8M |
| Encompass More Asset Management | 0002011218 | Jan 21, 2025 | 186 | $302.8M |
| Post Oak Energy Holdings, LLC | 0001911838 | Feb 14, 2025 | 1 | $302.7M |
| Cerro Pacific Wealth Advisors LLC | 0001842669 | Jan 17, 2025 | 162 | $302.2M |
| Dagco, Inc. | 0001767343 | Feb 13, 2025 | 86 | $301.9M |
| Empirical Asset Management, LLC | 0001926596 | Jan 15, 2025 | 445 | $301.7M |
| SailingStone Capital Partners LLC | 0001608904 | Feb 14, 2025 | 11 | $301.5M |
| Factor Wealth Management LTD | 0002055816 | Feb 11, 2025 | 136 | $301.2M |
| RFG Holdings, Inc. | 0001845210 | Jan 27, 2025 | 57 | $301.1M |
| Financial Advisory Partners, LLC | 0001994252 | Jan 27, 2025 | 66 | $301.1M |
| K2 Principal Fund, L.P. | 0001461790 | Feb 14, 2025 | 231 | $301.0M |
| Neumann Capital Management, LLC | 0001631930 | Jan 21, 2025 | 101 | $301.0M |
| Flagstone Financial Management | 0001968890 | Jan 24, 2025 | 54 | $301.0M |
| Kaydan Wealth Management, Inc. | 0001964532 | Jan 16, 2025 | 108 | $300.8M |
| Heritage Wealth Management, Inc. | 0001944755 | Feb 5, 2025 | 224 | $300.8M |
| Brooklyn FI, LLC | 0001916123 | Feb 28, 2025 | 62 | $300.6M |
| Trust Co of Tennessee | 0002025098 | Jan 22, 2025 | 6 | $300.5M |
| Valueworks LLC | 0001282189 | Feb 14, 2025 | 34 | $300.4M |
| EnRich Financial Partners LLC | 0001955091 | Feb 13, 2025 | 220 | $300.3M |
| Chiron Investment Management, LLC | 0001688882 | Feb 13, 2025 | 86 | $300.3M |
| Stolper Co | 0001808195 | Jan 14, 2025 | 88 | $300.2M |
| WP Advisors, LLC | 0001697796 | Feb 3, 2025 | 104 | $300.2M |
| ForthRight Wealth Management, LLC | 0001841633 | Jan 17, 2025 | 60 | $300.0M |
| Syverson Strege & Co | 0001682057 | Feb 11, 2025 | 78 | $299.9M |
| Sandbox Financial Partners, LLC | 0001844892 | Jan 15, 2025 | 107 | $299.9M |
| Provident Wealth Management, LLC | 0001799797 | Feb 4, 2025 | 125 | $299.8M |
| American Assets Capital Advisers, LLC | 0001626691 | Feb 10, 2025 | 40 | $299.7M |
| TrueWealth Advisors, LLC | 0001817714 | Jan 15, 2025 | 222 | $299.6M |
| S.E.E.D. Planning Group LLC | 0001765515 | Jan 14, 2025 | 75 | $299.6M |
| Cavalier Investments, LLC | 0001655543 | Feb 4, 2025 | 74 | $299.3M |
| East Coast Asset Management, LLC. | 0001579254 | Feb 14, 2025 | 71 | $299.3M |
| Great Oak Capital Partners, LLC | 0002012868 | Jan 15, 2025 | 32 | $299.2M |
| Voisard Asset Management Group, Inc. | 0002011215 | Feb 7, 2025 | 81 | $299.1M |
| Wood Tarver Financial Group, LLC | 0002059344 | Mar 6, 2025 | 794 | $299.1M |
| Donoghue Forlines LLC | 0001702435 | Jan 17, 2025 | 99 | $299.0M |
| Strategic Investment Solutions, Inc. | 0001960144 | Feb 13, 2025 | 680 | $298.9M |
| HAP Trading, LLC | 0001484972 | Feb 13, 2025 | 102 | $298.7M |
| Logan Stone Capital, LLC | 0001535521 | Feb 14, 2025 | 113 | $298.7M |
| Investment Advisory Group, LLC | 0001910273 | Jan 17, 2025 | 168 | $298.6M |
| Pathway Financial Advisers, LLC | 0002024152 | Jan 30, 2025 | 434 | $298.5M |
| Atwater Malick LLC | 0001769288 | Jan 15, 2025 | 73 | $298.5M |
| McElhenny Sheffield Capital Management, LLC | 0001886813 | Jan 16, 2025 | 102 | $298.4M |
| FC Advisory LLC | 0001683754 | Jan 7, 2025 | 106 | $298.4M |
| Iron Horse Wealth Management, LLC | 0001836270 | Jan 28, 2025 | 510 | $298.0M |
| Generali Powszechne Towarzystwo Emerytalne | 0002042955 | Feb 13, 2025 | 26 | $298.0M |
| Stone Summit Wealth LLC | 0001908192 | Jan 28, 2025 | 138 | $298.0M |
| AllGen Financial Advisors, Inc. | 0001964809 | Feb 13, 2025 | 37 | $297.8M |
| Financial Perspectives, Inc | 0002003287 | Feb 3, 2025 | 726 | $297.7M |
| Financial Sense Advisors, Inc. | 0001358828 | Feb 3, 2025 | 104 | $297.7M |
| SOF Ltd | 0001697569 | Feb 14, 2025 | 1 | $297.7M |
| Darwin Wealth Management, LLC | 0001663224 | Sep 2, 2025 | 638 | $297.5M |