| Brant Point Investment Management LLC | 0001279030 | May 14, 2026 | 82 | $364.1M |
| Valtinson Bruner Financial Planning LLC | 0001761450 | May 5, 2026 | 171 | $364.0M |
| Roberts Glore & Co. Inc. | 0001017115 | May 4, 2026 | 216 | $363.9M |
| Evexia Wealth LLC | 0001975710 | Apr 16, 2026 | 84 | $363.7M |
| Roman Butler Fullerton & Co. | 0000733444 | Apr 30, 2026 | 267 | $363.6M |
| Anfield Capital Management, LLC | 0001602020 | May 12, 2026 | 715 | $363.5M |
| Modus Advisors, LLC | 0001799284 | May 4, 2026 | 117 | $363.3M |
| Investment Planning Advisors, Inc. | 0002024049 | Apr 23, 2026 | 107 | $363.2M |
| Amicus Financial Advisors, LLC | 0002113629 | Apr 14, 2026 | 90 | $363.0M |
| Birnam Oak Advisors, LP | 0001997245 | May 12, 2026 | 31 | $362.9M |
| Virtus Investment Advisers, LLC | 0000019481 | May 14, 2026 | 450 | $362.5M |
| Reik & Co., LLC | 0001388028 | May 5, 2026 | 56 | $362.5M |
| Wbi Investments, LLC | 0001397424 | May 11, 2026 | 275 | $362.4M |
| Millington Securities, LLC | 0001449088 | Jul 15, 2026 | 275 | $362.4M |
| HighVista Strategies LLC | 0001335325 | May 15, 2026 | 156 | $362.2M |
| Cutler Capital Management, LLC | 0001353098 | May 15, 2026 | 114 | $362.1M |
| Revisor Wealth Management LLC | 0001887409 | Apr 27, 2026 | 327 | $362.1M |
| Advanced Asset Management Advisors Inc | 0001075444 | Apr 24, 2026 | 79 | $362.0M |
| Safeguard Investment Advisory Group, LLC | 0001846711 | May 14, 2026 | 143 | $362.0M |
| Burke & Herbert Bank & Trust Co. | 0001101250 | May 8, 2026 | 235 | $361.9M |
| Cordoba Advisory Partners LLC | 0002067133 | Apr 29, 2026 | 118 | $361.9M |
| Wood Tarver Financial Group, LLC | 0002059344 | May 12, 2026 | 155 | $361.9M |
| Anchor @ 65 Pte. Ltd. | 0001993962 | May 15, 2026 | 2 | $361.7M |
| Elmwood Wealth Management, Inc. | 0001731927 | Apr 9, 2026 | 178 | $361.6M |
| Donoghue Forlines LLC | 0001702435 | May 13, 2026 | 118 | $361.4M |
| Daybright Advisory Services, Inc. | 0002107111 | May 12, 2026 | 133 | $361.3M |
| Benchmark Financial Wealth Advisors, LLC | 0001757706 | Apr 27, 2026 | 133 | $361.1M |
| Pennant Investors, LP | 0001759176 | May 15, 2026 | 17 | $361.0M |
| OLIO Financial Planning | 0001906766 | Apr 14, 2026 | 72 | $361.0M |
| Bridge City Capital, LLC | 0001713521 | May 13, 2026 | 108 | $360.8M |
| Peak Planning Group, LLC | 0002097384 | Apr 22, 2026 | 120 | $360.8M |
| VCI Wealth Management LLC | 0002009388 | Apr 21, 2026 | 123 | $360.8M |
| PYA Waltman Capital, LLC | 0001800135 | May 13, 2026 | 67 | $360.7M |
| Duncan Williams Asset Management, LLC | 0002011771 | May 5, 2026 | 154 | $360.7M |
| Monimus Capital Management, LP | 0001848831 | May 15, 2026 | 55 | $360.7M |
| Proathlete Wealth Management LLC | 0002012065 | Apr 27, 2026 | 296 | $360.5M |
| SK Wealth Management, LLC | 0001867958 | May 6, 2026 | 77 | $360.5M |
| RR Advisors, LLC | 0001322613 | May 13, 2026 | 27 | $360.5M |
| True Wealth Design, LLC | 0001966033 | Apr 13, 2026 | 2,699 | $360.4M |
| WealthCare Investment Partners, LLC | 0001908462 | Apr 9, 2026 | 191 | $360.4M |
| BNC Wealth Management, LLC | 0001821549 | Apr 13, 2026 | 106 | $360.4M |
| 5AM Venture Management, LLC | 0001799883 | May 15, 2026 | 20 | $360.2M |
| Logan Stone Capital, LLC | 0001535521 | May 15, 2026 | 133 | $360.1M |
| Legacy CG, LLC | 0001904825 | May 5, 2026 | 45 | $360.0M |
| Naman Capital Ltda | 0001946136 | May 15, 2026 | 13 | $359.8M |
| Squire Investment Management Company, LLC | 0002031291 | Apr 24, 2026 | 76 | $359.8M |
| Kelly Lawrence W & Associates Inc. | 0000920441 | May 15, 2026 | 124 | $359.7M |
| Xcel Wealth Management, LLC | 0001791002 | Apr 21, 2026 | 132 | $359.6M |
| Arcataur Capital Management LLC | 0001987321 | Apr 22, 2026 | 103 | $359.4M |
| Rhino Investment Partners, Inc | 0001828776 | May 15, 2026 | 39 | $359.4M |
| Stone Summit Wealth LLC | 0001908192 | Apr 23, 2026 | 142 | $359.3M |
| NFC Investments, LLC | 0001512858 | May 12, 2026 | 41 | $359.2M |
| Cypress Financial Planning LLC | 0001937021 | Apr 15, 2026 | 99 | $358.8M |
| Liberty Square Wealth Partners LLC | 0002057655 | May 7, 2026 | 141 | $358.4M |
| Bond & Devick Financial Network, Inc. | 0001843495 | Apr 8, 2026 | 188 | $358.4M |
| Granger Management LLC | 0001842881 | May 14, 2026 | 6 | $358.2M |
| Financial Perspectives, Inc | 0002003287 | May 11, 2026 | 716 | $358.2M |
| Southern Financial Group, LLC | 0002140714 | Jun 18, 2026 | 91 | $358.0M |
| Rudius Management LP | 0001835407 | May 14, 2026 | 6 | $357.6M |
| Heights Capital Management, Inc. | 0001081698 | May 15, 2026 | 264 | $357.1M |
| Manske Wealth Management | 0002095143 | Apr 30, 2026 | 215 | $357.0M |
| Sterling Investment Counsel, LLC | 0001925853 | Apr 16, 2026 | 196 | $356.9M |
| Contrarian Capital Management, L.L.C. | 0001050417 | May 15, 2026 | 21 | $356.7M |
| Holowesko Partners Ltd. | 0001428569 | May 13, 2026 | 31 | $356.7M |
| Pioneer Wealth Management Group | 0001973339 | Apr 8, 2026 | 50 | $356.5M |
| BigSur Wealth Management LLC | 0001659171 | Apr 22, 2026 | 163 | $356.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 0001903859 | Apr 16, 2026 | 106 | $356.3M |
| Sandbox Financial Partners, LLC | 0001844892 | Apr 8, 2026 | 117 | $355.6M |
| Private Wealth Advisors, LLC | 0001787027 | May 13, 2026 | 95 | $355.6M |
| Seaside Wealth Management, Inc. | 0001929977 | May 1, 2026 | 65 | $355.6M |
| Walter & Keenan Wealth Management LLC /in/ | 0000752365 | May 11, 2026 | 156 | $355.2M |
| Clean Yield Group | 0001525865 | Apr 14, 2026 | 385 | $355.2M |
| Eq LLC | 0001757605 | May 6, 2026 | 74 | $355.0M |
| Headland Capital, LLC | 0002056637 | May 4, 2026 | 61 | $354.9M |
| Supplemental Annuity Collective Trust of NJ | 0001483065 | May 1, 2026 | 297 | $354.9M |
| Libra Wealth LLC | 0001925385 | Apr 28, 2026 | 66 | $354.8M |
| Windsor Capital Management, LLC | 0001543100 | Apr 10, 2026 | 123 | $354.8M |
| ShankerValleau Wealth Advisors, Inc. | 0001903273 | Apr 15, 2026 | 39 | $354.8M |
| Tactive Advisors, LLC | 0002002409 | Apr 16, 2026 | 268 | $354.7M |
| Courage Miller Partners, LLC | 0001482106 | Apr 27, 2026 | 92 | $354.2M |
| Avalon Capital Management | 0001510809 | May 15, 2026 | 121 | $354.2M |
| Fca Corp. | 0001166402 | May 14, 2026 | 191 | $354.1M |
| Wilson Asset Management (international) PTY Ltd. | 0001914472 | May 12, 2026 | 43 | $354.0M |
| Accretive Wealth Partners, LLC | 0001844444 | Apr 22, 2026 | 173 | $354.0M |
| Strathmore Capital Advisors, Inc. | 0002021703 | Apr 27, 2026 | 138 | $353.8M |
| Sig Brokerage, LP | 0001094429 | May 15, 2026 | 229 | $353.7M |
| Financial Advisory Partners, LLC | 0001994252 | May 1, 2026 | 66 | $353.6M |
| Pathway Financial Advisers, LLC | 0002024152 | Apr 23, 2026 | 164 | $353.6M |
| Beirne Wealth Consulting Services, LLC | 0001697303 | Apr 30, 2026 | 105 | $353.6M |
| First Washington CORP | 0001390043 | May 14, 2026 | 50 | $353.5M |
| Greystone Financial Group, LLC | 0001845302 | Apr 24, 2026 | 78 | $353.3M |
| O'Brien Greene & Co. Inc | 0001768635 | May 6, 2026 | 133 | $353.3M |
| Bcwm, LLC | 0001542165 | May 14, 2026 | 57 | $352.8M |
| BridgePort Financial Solutions, LLC | 0002031775 | Apr 16, 2026 | 231 | $352.8M |
| ForthRight Wealth Management, LLC | 0001841633 | May 12, 2026 | 75 | $352.5M |
| Stolper Co | 0001808195 | Apr 13, 2026 | 93 | $352.5M |
| MIC Capital Management UK LLP | 0001889830 | May 13, 2026 | 14 | $352.5M |
| Elmind Capital, LP | 0002052213 | May 15, 2026 | 34 | $352.2M |
| PCJ Investment Counsel Ltd. | 0001426318 | May 11, 2026 | 59 | $352.1M |
| Brown Miller Wealth Management, LLC | 0001840084 | Apr 23, 2026 | 191 | $351.9M |