| Elmwood Wealth Management, Inc. | 0001731927 | Jul 8, 2026 | 200 | $399.8M |
| Fiduciary Family Office, LLC | 0002020280 | Aug 5, 2026 | 177 | $399.8M |
| Sandy Cove Advisors, LLC | 0001908217 | Jul 7, 2026 | 162 | $399.8M |
| Argent Advisors, Inc. | 0001426851 | Aug 5, 2026 | 186 | $399.7M |
| Saybrook Capital | 0001044924 | Jul 31, 2026 | 42 | $399.5M |
| Three Bridge Wealth Advisors, LLC | 0001950962 | Jul 27, 2026 | 87 | $399.3M |
| Fsa Wealth Partners, Inc. | 0001731221 | Aug 3, 2026 | 69 | $399.3M |
| Kerrisdale Advisers, LLC | 0001569688 | Aug 14, 2026 | 114 | $399.2M |
| Valtinson Bruner Financial Planning LLC | 0001761450 | Aug 3, 2026 | 189 | $399.1M |
| VCI Wealth Management LLC | 0002009388 | Aug 5, 2026 | 99 | $398.9M |
| Cowa, LLC | 0001844480 | Aug 6, 2026 | 181 | $398.6M |
| Alfreton Capital LLP | 0001873435 | Aug 11, 2026 | 6 | $398.6M |
| TriaGen Wealth Management LLC | 0001843848 | Jul 21, 2026 | 182 | $398.6M |
| Summit Investment Advisory Services, LLC | 0001914395 | Jul 24, 2026 | 89 | $398.5M |
| Shoker Investment Counsel, Inc. | 0001599623 | Aug 10, 2026 | 113 | $398.4M |
| Spider Management Company, LLC | 0001791621 | Aug 13, 2026 | 5 | $398.2M |
| Stiles Financial Services Inc | 0001904832 | Aug 12, 2026 | 183 | $398.2M |
| Hudson Value Partners, LLC | 0001840501 | Jul 10, 2026 | 108 | $398.1M |
| Fischer Financial Services, Inc. | 0002064001 | Aug 11, 2026 | 65 | $398.1M |
| Elmind Capital, LP | 0002052213 | Aug 14, 2026 | 35 | $398.0M |
| WorthPointe, LLC | 0001921448 | Jul 31, 2026 | 123 | $397.5M |
| Brown Miller Wealth Management, LLC | 0001840084 | Jul 16, 2026 | 204 | $397.2M |
| Newton One Investments LLC | 0001842787 | Jul 22, 2026 | 146 | $397.1M |
| Pathway Financial Advisers, LLC | 0002024152 | Jul 30, 2026 | 167 | $396.9M |
| Net Worth Advisory Group | 0001791998 | Jul 14, 2026 | 411 | $396.9M |
| Walled Lake Planning & Wealth Management, LLC | 0001812177 | Jul 20, 2026 | 142 | $396.2M |
| Vista Investment Partners LLC | 0002023386 | Jul 9, 2026 | 168 | $396.1M |
| Shikiar Asset Management Inc. | 0001058022 | Jul 21, 2026 | 113 | $395.8M |
| Kidder Stephen W | 0001314377 | Aug 21, 2026 | 75 | $395.6M |
| Holowesko Partners Ltd. | 0001428569 | Aug 13, 2026 | 34 | $395.0M |
| Steph & Co. | 0000941519 | Jul 16, 2026 | 283 | $395.0M |
| Knuff & Co LLC | 0001768089 | Aug 10, 2026 | 142 | $394.9M |
| Pennsylvania Capital Management Inc. | 0001004140 | Jul 24, 2026 | 123 | $394.8M |
| Redwood Grove Capital, LLC | 0001691170 | Aug 14, 2026 | 25 | $394.7M |
| MIC Capital Management UK LLP | 0001889830 | Aug 10, 2026 | 16 | $394.3M |
| Aurdan Capital Management, LLC | 0002057382 | Jul 15, 2026 | 99 | $394.2M |
| X-Square Capital, LLC | 0001729300 | Aug 12, 2026 | 176 | $394.1M |
| Stone Summit Wealth LLC | 0001908192 | Jul 23, 2026 | 144 | $394.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0001697375 | Jul 24, 2026 | 358 | $394.0M |
| 360 Financial, Inc. | 0001802324 | Aug 11, 2026 | 85 | $393.7M |
| Monimus Capital Management, LP | 0001848831 | Aug 14, 2026 | 55 | $393.6M |
| White Mountains Insurance Group Ltd. | 0000776867 | Aug 12, 2026 | 2 | $393.6M |
| Red Wave Investments LLC | 0001846493 | Aug 6, 2026 | 122 | $393.5M |
| Investment Management Associates Inc. | 0000052024 | Aug 3, 2026 | 27 | $393.5M |
| Independent Wealth Network Inc. | 0001891240 | Jul 20, 2026 | 338 | $393.2M |
| NFC Investments, LLC | 0001512858 | Aug 13, 2026 | 43 | $393.2M |
| Crown Wealth Group, LLC | 0001845698 | Jul 21, 2026 | 150 | $393.0M |
| BridgePort Financial Solutions, LLC | 0002031775 | Jul 24, 2026 | 240 | $392.9M |
| Snider Financial Group | 0001820681 | Jul 14, 2026 | 103 | $392.8M |
| SRH Advisors, LLC | 0001512779 | Jul 24, 2026 | 276 | $392.5M |
| Southern Financial Group, LLC | 0002140714 | Jul 24, 2026 | 95 | $391.8M |
| OFS Enterprise LLC | 0002107566 | Jul 8, 2026 | 106 | $391.7M |
| Kingdom Financial Group LLC. | 0001962236 | Aug 7, 2026 | 855 | $391.5M |
| Patriot Financial Partners GP II, L.P. | 0002061817 | Aug 13, 2026 | 12 | $391.3M |
| Libra Wealth LLC | 0001925385 | Aug 6, 2026 | 70 | $391.2M |
| Aristides Capital LLC | 0001595521 | Aug 13, 2026 | 147 | $391.1M |
| III Capital Management | 0001783139 | Aug 14, 2026 | 48 | $391.1M |
| SS&H Financial Advisors, Inc. | 0001911735 | Aug 4, 2026 | 130 | $390.9M |
| ForthRight Wealth Management, LLC | 0001841633 | Aug 7, 2026 | 76 | $390.9M |
| Access Investment Management LLC | 0002010477 | Aug 3, 2026 | 144 | $390.6M |
| Legacy CG, LLC | 0001904825 | Jul 22, 2026 | 45 | $390.6M |
| Delta Air Lines, Inc. | 0000027904 | Aug 14, 2026 | 3 | $390.5M |
| First American Financial Corp | 0001472787 | Aug 10, 2026 | 3 | $390.5M |
| Websterrogers Financial Advisors, LLC | 0001841757 | Jul 15, 2026 | 103 | $390.4M |
| Quantum Private Wealth, LLC | 0001929662 | Jul 29, 2026 | 171 | $390.2M |
| Focused Alpha, LLC | 0002105062 | Aug 7, 2026 | 264 | $390.1M |
| HTG Investment Advisors, Inc. | 0001963875 | Aug 6, 2026 | 88 | $390.1M |
| Central Valley Advisors, LLC | 0002010698 | Jul 22, 2026 | 193 | $389.9M |
| Apeiron RIA LLC | 0001801846 | Jul 16, 2026 | 162 | $389.8M |
| LongView Wealth Management | 0001990190 | Jul 17, 2026 | 227 | $389.8M |
| Checkpoint Capital L.P. | 0001977548 | Aug 14, 2026 | 6 | $389.8M |
| Legacy Wealth Management, LLC / MS | 0002047443 | Jul 8, 2026 | 114 | $389.6M |
| Smart Money Group LLC | 0001728866 | Jul 29, 2026 | 86 | $389.5M |
| Supplemental Annuity Collective Trust of NJ | 0001483065 | Jul 27, 2026 | 298 | $389.5M |
| Narus Financial Partners, LLC | 0001698091 | Jul 31, 2026 | 177 | $389.3M |
| Trust Co. of Oklahoma | 0001083323 | Jul 14, 2026 | 140 | $389.2M |
| Trinity Financial Advisors LLC | 0001809574 | Jul 6, 2026 | 95 | $389.1M |
| Cedar Wealth Management, LLC | 0001665642 | Aug 12, 2026 | 92 | $389.0M |
| St. Clair Advisors, LLC | 0002056292 | Jul 6, 2026 | 78 | $388.7M |
| MSA Advisors, LLC | 0001040410 | Aug 14, 2026 | 43 | $388.6M |
| Keystone Financial Services | 0001865158 | Aug 6, 2026 | 131 | $388.4M |
| Provident Wealth Management, LLC | 0001799797 | Aug 4, 2026 | 161 | $388.4M |
| Valley Forge Investment Consultants Inc. Adv | 0000920655 | Aug 7, 2026 | 86 | $388.3M |
| Keystone Financial Planning, Inc. | 0001596906 | Jul 15, 2026 | 39 | $387.9M |
| Puzo Michael J | 0001053914 | Aug 11, 2026 | 66 | $387.9M |
| Terril Brothers, Inc. | 0000314169 | Jul 24, 2026 | 71 | $387.8M |
| Post Oak Energy Holdings, LLC | 0001911838 | Aug 14, 2026 | 1 | $387.5M |
| CDAM (UK) Ltd | 0001719387 | Aug 13, 2026 | 12 | $387.4M |
| Stolper Co | 0001808195 | Jul 14, 2026 | 91 | $387.3M |
| Osprey Private Wealth LLC | 0002041805 | Aug 3, 2026 | 88 | $387.2M |
| LOM Asset Management Ltd | 0002077907 | Aug 4, 2026 | 279 | $386.9M |
| Donoghue Forlines LLC | 0001702435 | Aug 7, 2026 | 114 | $386.7M |
| Rudius Management LP | 0001835407 | Aug 14, 2026 | 7 | $386.4M |
| Prairiewood Capital, LLC | 0001839695 | Jul 28, 2026 | 81 | $385.9M |
| Gate City Capital Management, LLC | 0001705447 | Aug 14, 2026 | 17 | $385.8M |
| Topline Capital Management, LLC | 0001792549 | Aug 14, 2026 | 36 | $385.7M |
| Baron Wealth Management LLC | 0001968507 | Jul 7, 2026 | 304 | $385.7M |
| Independence Financial Advisors, LLC | 0002066080 | Jul 9, 2026 | 55 | $385.5M |
| Capital Innovations LLC | 0001596076 | Aug 11, 2026 | 51 | $385.2M |
| United Airlines Holdings, Inc. | 0000100517 | Aug 14, 2026 | 4 | $385.2M |