| Fiduciary Family Office, LLC | 0002020280 | Oct 29, 2025 | 185 | $351.5M |
| Leeward Financial Partners, LLC | 0001735201 | Nov 12, 2025 | 101 | $351.5M |
| EnRich Financial Partners LLC | 0001955091 | Nov 6, 2025 | 63 | $351.4M |
| Catalys Pacific, LLC | 0002011385 | Nov 14, 2025 | 2 | $351.4M |
| Gray Foundation | 0002011602 | Oct 30, 2025 | 8 | $351.3M |
| Howard Bailey Securities, LLC | 0002043986 | Feb 27, 2026 | 144 | $351.3M |
| McMill Wealth Management | 0002056447 | Nov 7, 2025 | 55 | $351.0M |
| American Financial Group Inc. 401(K) Retirement & Savings Plan | 0000943719 | Nov 10, 2025 | 1 | $350.8M |
| Bank of Stockton | 0001387723 | Oct 29, 2025 | 140 | $350.8M |
| Verde Servicos Internacionais S.A. | 0001629290 | Nov 6, 2025 | 49 | $350.7M |
| Seafarer Capital Partners, LLC | 0001697721 | Nov 4, 2025 | 7 | $350.6M |
| Keating Investment Counselors Inc. | 0001020580 | Oct 27, 2025 | 61 | $350.3M |
| Cederberg Capital Ltd | 0001861244 | Nov 14, 2025 | 10 | $350.2M |
| KFA Private Wealth Group, LLC | 0001800556 | Oct 3, 2025 | 137 | $350.1M |
| Kaydan Wealth Management, Inc. | 0001964532 | Oct 17, 2025 | 113 | $350.0M |
| Kaleidoscope Capital LP | 0001702912 | Nov 12, 2025 | 11 | $350.0M |
| Pineridge Advisors LLC | 0002012421 | Nov 4, 2025 | 460 | $349.8M |
| Ogorek Anthony Joseph /NY/ | 0000714364 | Nov 4, 2025 | 691 | $349.7M |
| Cypress Capital, LLC | 0001729939 | Oct 23, 2025 | 93 | $349.5M |
| Siena Capital Partners GP, LLC | 0001694886 | Nov 12, 2025 | 102 | $349.4M |
| Redwood Grove Capital, LLC | 0001691170 | Nov 14, 2025 | 21 | $349.4M |
| Virtus Investment Advisers, LLC | 0000019481 | Nov 14, 2025 | 440 | $349.3M |
| Sandbox Financial Partners, LLC | 0001844892 | Oct 17, 2025 | 128 | $349.2M |
| White Pine Capital LLC | 0001137429 | Nov 10, 2025 | 225 | $349.2M |
| McCollum Christoferson Group LLC | 0001727573 | Nov 17, 2025 | 74 | $349.0M |
| Kidder Stephen W | 0001314377 | Nov 10, 2025 | 73 | $348.9M |
| Highland Financial Advisors, LLC | 0001939237 | Oct 22, 2025 | 58 | $348.8M |
| Seascape Capital Management | 0001418342 | Oct 20, 2025 | 96 | $348.6M |
| Morton Brown Family Wealth, LLC | 0001909851 | Oct 21, 2025 | 264 | $348.5M |
| Syquant Capital Sas | 0001766392 | Oct 28, 2025 | 17 | $348.4M |
| Wealth High Governance Capital Ltda | 0002028828 | Nov 13, 2025 | 35 | $348.2M |
| Fortem Financial Group, LLC | 0001766509 | Nov 4, 2025 | 167 | $348.2M |
| Bayberry Capital Partners LP | 0001771524 | Nov 14, 2025 | 26 | $347.5M |
| WT Wealth Management | 0001780507 | Oct 22, 2025 | 139 | $347.5M |
| Proathlete Wealth Management LLC | 0002012065 | Oct 7, 2025 | 233 | $347.4M |
| VELA Investment Management, LLC | 0001895612 | Oct 30, 2025 | 131 | $347.1M |
| Freshford Capital Management, LLC | 0001459270 | Nov 14, 2025 | 18 | $346.9M |
| Concentrum Wealth Management | 0001765387 | Nov 10, 2025 | 79 | $346.6M |
| Phraction Management LLC | 0001907803 | Oct 9, 2025 | 66 | $346.5M |
| Elevatus Welath Management | 0001982776 | Nov 13, 2025 | 128 | $346.4M |
| RFG - Bristol Wealth Advisors, LLC | 0002055104 | Oct 22, 2025 | 174 | $346.3M |
| Trinity Financial Advisors LLC | 0001809574 | Oct 7, 2025 | 102 | $346.3M |
| City State Bank | 0001910666 | Oct 16, 2025 | 742 | $346.2M |
| Continental Grain Co. | 0000929607 | Nov 12, 2025 | 4 | $346.0M |
| Riverview Capital Advisers, LLC | 0001962933 | Nov 12, 2025 | 98 | $345.8M |
| Mudita Advisors LLP | 0001907809 | Nov 13, 2025 | 19 | $345.8M |
| Net Worth Advisory Group | 0001791998 | Oct 15, 2025 | 402 | $345.7M |
| CRCM LP | 0001483234 | Nov 14, 2025 | 10 | $345.7M |
| Jackson Creek Investment Advisors LLC | 0001831003 | Nov 4, 2025 | 276 | $345.6M |
| NFC Investments, LLC | 0001512858 | Nov 12, 2025 | 43 | $345.5M |
| Wright Investors Service Inc. | 0000108572 | Oct 28, 2025 | 146 | $345.4M |
| Knuff & Co LLC | 0001768089 | Nov 13, 2025 | 122 | $345.1M |
| Droms Strauss Advisors Inc. /Mo/ | 0001053292 | Nov 4, 2025 | 71 | $345.0M |
| Ceeto Capital Group, LLC | 0001722439 | Nov 14, 2025 | 183 | $344.9M |
| TTP Investments, Inc. | 0001682576 | Oct 14, 2025 | 45 | $344.9M |
| Next Level Private LLC | 0001910366 | Oct 23, 2025 | 156 | $344.9M |
| Core Alternative Capital | 0001776878 | Nov 3, 2025 | 340 | $344.5M |
| Atwater Malick LLC | 0001769288 | Oct 23, 2025 | 83 | $344.4M |
| ForthRight Wealth Management, LLC | 0001841633 | Nov 7, 2025 | 69 | $344.2M |
| Keystone Financial Planning, Inc. | 0001596906 | Oct 8, 2025 | 46 | $344.1M |
| Accel Wealth Management | 0001838226 | Oct 8, 2025 | 278 | $343.8M |
| Oxler Private Wealth LLC | 0001846002 | Nov 3, 2025 | 90 | $343.7M |
| Fusion Capital, LLC | 0001802955 | Nov 5, 2025 | 98 | $343.7M |
| Pennsylvania Capital Management Inc. | 0001004140 | Nov 7, 2025 | 108 | $343.6M |
| Valueworks LLC | 0001282189 | Nov 14, 2025 | 34 | $343.6M |
| TFB Advisors LLC | 0001965201 | Nov 4, 2025 | 308 | $343.4M |
| Capital Planning LLC | 0001790688 | Oct 22, 2025 | 79 | $343.3M |
| Palo Alto Wealth Advisors, LLC | 0001964382 | Nov 12, 2025 | 64 | $343.3M |
| PCG Wealth Advisors, LLC | 0001905393 | Nov 13, 2025 | 147 | $343.2M |
| Westend Capital Management, LLC | 0001331997 | Oct 17, 2025 | 254 | $343.2M |
| Tidemark, LLC | 0002009591 | Nov 3, 2025 | 671 | $343.2M |
| S.E.E.D. Planning Group LLC | 0001765515 | Oct 14, 2025 | 85 | $343.1M |
| Greenlea Lane Capital Management, LLC | 0001766504 | Nov 14, 2025 | 8 | $343.0M |
| Pathway Financial Advisers, LLC | 0002024152 | Nov 13, 2025 | 376 | $342.9M |
| Granger Management LLC | 0001842881 | Nov 13, 2025 | 6 | $342.6M |
| Argonautica Private Wealth Management, Inc. | 0001931870 | Oct 23, 2025 | 185 | $342.6M |
| SRH Advisors, LLC | 0001512779 | Oct 17, 2025 | 277 | $342.5M |
| Northcape Wealth Management, LLC | 0001902806 | Nov 4, 2025 | 139 | $342.5M |
| Financial Advisory Partners, LLC | 0001994252 | Oct 23, 2025 | 69 | $342.4M |
| Quantum Private Wealth, LLC | 0001929662 | Nov 10, 2025 | 175 | $342.2M |
| Valley Forge Investment Consultants Inc. Adv | 0000920655 | Oct 17, 2025 | 84 | $342.0M |
| Neumann Capital Management, LLC | 0001631930 | Oct 16, 2025 | 103 | $341.9M |
| FC Advisory LLC | 0001683754 | Oct 10, 2025 | 116 | $341.9M |
| Main Street Group, LTD | 0001965796 | Nov 7, 2025 | 826 | $341.5M |
| Corbyn Investment Management Inc. | 0000919538 | Oct 22, 2025 | 67 | $341.5M |
| Metropolitan Life Insurance Co | 0000728618 | Nov 13, 2025 | 11 | $341.3M |
| May Hill Capital, LLC | 0002056340 | Nov 7, 2025 | 190 | $341.2M |
| OLIO Financial Planning | 0001906766 | Oct 16, 2025 | 67 | $340.9M |
| Rench Wealth Management, Inc. | 0001599016 | Nov 12, 2025 | 56 | $340.8M |
| Heritage Wealth Management, Inc. | 0001944755 | Nov 4, 2025 | 248 | $340.6M |
| Van Strum & Towne Inc. | 0001080173 | Oct 31, 2025 | 110 | $340.4M |
| Arcataur Capital Management LLC | 0001987321 | Oct 22, 2025 | 101 | $340.2M |
| Anfield Capital Management, LLC | 0001602020 | Nov 12, 2025 | 604 | $339.9M |
| Bridgefront Capital, LLC | 0001725690 | Nov 14, 2025 | 561 | $339.9M |
| Torrey Growth & Income Advisors | 0002087822 | Nov 13, 2025 | 126 | $339.8M |
| Aristides Capital LLC | 0001595521 | Nov 13, 2025 | 203 | $339.4M |
| Argent Advisors, Inc. | 0001426851 | Nov 3, 2025 | 163 | $339.1M |
| Shoker Investment Counsel, Inc. | 0001599623 | Oct 31, 2025 | 111 | $339.0M |
| Wood Tarver Financial Group, LLC | 0002059344 | Nov 14, 2025 | 151 | $338.9M |
| Tikvah Management LLC | 0001606477 | Nov 14, 2025 | 23 | $338.7M |