| Seneca Financial Advisors LLC | 0002082922 | Jul 27, 2026 | 66 | $385.0M |
| Cutler Capital Management, LLC | 0001353098 | Aug 14, 2026 | 124 | $385.0M |
| Windsor Capital Management, LLC | 0001543100 | Jul 8, 2026 | 127 | $384.8M |
| Pinnacle Bancorp, Inc. | 0001703383 | Jul 28, 2026 | 921 | $384.4M |
| Juncture Wealth Strategies, LLC | 0001632866 | Jul 9, 2026 | 179 | $384.4M |
| Reik & Co., LLC | 0001388028 | Aug 10, 2026 | 60 | $383.9M |
| Independence Asset Advisors, LLC | 0002010929 | Jul 15, 2026 | 25 | $383.9M |
| Schusterman Interests, LLC | 0001857024 | Aug 14, 2026 | 9 | $383.3M |
| Hoxton Planning & Management, LLC | 0001954782 | Jul 16, 2026 | 227 | $383.2M |
| PARUS FINANCE (UK) Ltd | 0001611519 | Jul 21, 2026 | 37 | $383.1M |
| Paragon Private Wealth Management, LLC | 0001922684 | Jul 28, 2026 | 226 | $383.0M |
| Claris Advisors, LLC / Mo / | 0001905092 | Jul 21, 2026 | 74 | $383.0M |
| RV Capital AG | 0001766596 | Aug 14, 2026 | 13 | $382.9M |
| Vectors Research Management, LLC | 0001750557 | Jul 29, 2026 | 148 | $382.9M |
| Financial Advisory Partners, LLC | 0001994252 | Jul 20, 2026 | 74 | $382.7M |
| Congruence Capital, LLC | 0002085569 | Aug 13, 2026 | 28 | $382.6M |
| Schorn Wealth LLC | 0001792851 | Jul 31, 2026 | 80 | $382.3M |
| DCF Advisers, LLC | 0001802493 | Aug 10, 2026 | 80 | $382.2M |
| Cherrydale Wealth Management, LLC | 0001907327 | Jul 13, 2026 | 84 | $382.2M |
| Cosmic Management, LLC | 0002113747 | Aug 13, 2026 | 5 | $382.0M |
| Gilliland Jeter Wealth Management LLC | 0002009886 | Jul 29, 2026 | 195 | $381.7M |
| Private Client Services, LLC | 0001457005 | Jul 6, 2026 | 229 | $381.4M |
| Selective Wealth Management, Inc. | 0001755670 | Jul 20, 2026 | 136 | $381.2M |
| Northcape Wealth Management, LLC | 0001902806 | Aug 10, 2026 | 144 | $381.2M |
| Leeward Financial Partners, LLC | 0001735201 | Aug 6, 2026 | 108 | $381.2M |
| Weybosset Research & Management LLC | 0001280604 | Jul 28, 2026 | 32 | $380.9M |
| Aspiring Ventures, LLC | 0001738640 | Aug 5, 2026 | 83 | $380.9M |
| CJM Wealth Advisers, Ltd. | 0001992748 | Jul 17, 2026 | 78 | $380.9M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0002033881 | Jul 30, 2026 | 27 | $380.8M |
| Sweeney & Michel, LLC | 0001979556 | Aug 11, 2026 | 164 | $380.8M |
| Briaud Financial Planning Inc | 0001800586 | Jul 30, 2026 | 42 | $380.2M |
| Hobbs Group Advisors, LLC | 0002012280 | Aug 13, 2026 | 164 | $380.1M |
| Advanced Asset Management Advisors Inc | 0001075444 | Jul 16, 2026 | 85 | $380.1M |
| Financial Insights, Inc. | 0001642058 | Aug 25, 2026 | 147 | $379.9M |
| Corre Partners Management, LLC | 0001537323 | Aug 13, 2026 | 4 | $379.8M |
| ShankerValleau Wealth Advisors, Inc. | 0001903273 | Jul 9, 2026 | 40 | $379.6M |
| Bridgefront Capital, LLC | 0001725690 | Aug 14, 2026 | 486 | $379.5M |
| Cabot-Wellington, LLC | 0001353198 | Jul 15, 2026 | 5 | $379.5M |
| Courage Miller Partners, LLC | 0001482106 | Jul 23, 2026 | 87 | $379.0M |
| S.E.E.D. Planning Group LLC | 0001765515 | Aug 4, 2026 | 88 | $378.9M |
| Schiavi & Co LLC | 0001840014 | Aug 10, 2026 | 60 | $378.5M |
| Wellington Grp LLC | 0002134013 | Aug 26, 2026 | 144 | $377.9M |
| Comprehensive Financial Consultants Institutional, Inc. | 0001915714 | Jul 15, 2026 | 204 | $377.9M |
| Shakespeare Wealth Management, LLC | 0001658509 | Jul 20, 2026 | 79 | $377.6M |
| FC Advisory LLC | 0001683754 | Jul 9, 2026 | 118 | $377.6M |
| Argos Wealth Advisors, LLC | 0001809154 | Aug 13, 2026 | 224 | $377.6M |
| Gill Capital Partners, LLC | 0000729563 | Aug 20, 2026 | 702 | $377.5M |
| Juniper Investment Company, LLC | 0001794034 | Aug 14, 2026 | 10 | $377.5M |
| Whetstone Capital Advisors, LLC | 0001607278 | Aug 14, 2026 | 67 | $377.4M |
| Sensible Money, LLC | 0001965229 | Jul 30, 2026 | 101 | $377.1M |
| Starr Indemnity & Liability Co | 0001640521 | Aug 11, 2026 | 4 | $377.0M |
| M. Kraus & Co | 0001593688 | Jul 29, 2026 | 86 | $376.9M |
| Nalanda India Equity Fund Ltd | 0001622904 | Aug 5, 2026 | 1 | $376.8M |
| Hazlett, Burt & Watson, Inc. | 0000046392 | Jul 30, 2026 | 899 | $376.6M |
| VSM Wealth Advisory, LLC | 0002050660 | Jul 23, 2026 | 507 | $376.5M |
| Balance Wealth Partners LLC | 0002065247 | Jul 22, 2026 | 165 | $376.0M |
| Kings Path Partners LLC | 0002030974 | Jul 14, 2026 | 353 | $375.8M |
| Harbor Island Capital LLC | 0001730580 | Jul 30, 2026 | 16 | $375.6M |
| Skaana Management L.P. | 0001860998 | Aug 14, 2026 | 104 | $375.5M |
| Sara-Bay Financial | 0001816444 | Jul 17, 2026 | 87 | $375.4M |
| Geneva Partners, LLC | 0001712671 | Aug 10, 2026 | 75 | $375.1M |
| Payne Capital Management, LLC | 0001994332 | Aug 17, 2026 | 88 | $375.0M |
| Family Legacy, Inc. | 0001706016 | Aug 6, 2026 | 124 | $374.9M |
| Consolidated Capital Management, LLC | 0001666613 | Jul 27, 2026 | 72 | $374.8M |
| Sava Penzisko Drushtvo A.D. Skopje | 0002094371 | Aug 13, 2026 | 27 | $374.6M |
| WealthBridge Investment Counsel Inc. | 0001799425 | Jul 15, 2026 | 44 | $374.5M |
| Bell Asset Management Ltd | 0001681004 | Aug 14, 2026 | 63 | $374.5M |
| LifeWealth Investments, LLC | 0002033794 | Jul 16, 2026 | 136 | $374.1M |
| Cape Investment Advisory, Inc. | 0001944437 | Jul 23, 2026 | 1,449 | $374.1M |
| LFL Advisers, LLC | 0001694127 | Aug 14, 2026 | 9 | $374.0M |
| Penobscot Wealth Management | 0001875768 | Jul 16, 2026 | 117 | $373.9M |
| Harbor Advisory Corp. | 0001100710 | Aug 13, 2026 | 82 | $373.7M |
| Pine Harbor Wealth Management, LLC | 0002016051 | Aug 13, 2026 | 112 | $373.5M |
| Friday Financial | 0002048792 | Jul 9, 2026 | 108 | $373.4M |
| Hutchens & Kramer Investment Management Group, LLC | 0001920117 | Jul 9, 2026 | 160 | $373.3M |
| 3G Capital Partners LP | 0001421669 | Aug 14, 2026 | 18 | $373.2M |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 0002086998 | Jul 28, 2026 | 28 | $373.2M |
| Omnia Family Wealth, LLC | 0001696136 | Jul 9, 2026 | 103 | $373.2M |
| Rench Wealth Management, Inc. | 0001599016 | Aug 14, 2026 | 67 | $372.5M |
| Atlas Brown,Inc. | 0001388168 | Jul 9, 2026 | 237 | $372.5M |
| Harmony Asset Management LLC | 0002002815 | Jul 20, 2026 | 201 | $372.4M |
| Kooman & Associates | 0001961850 | Jul 22, 2026 | 56 | $372.4M |
| Client 1ST Advisory Group, LLC | 0001802816 | Jul 13, 2026 | 142 | $372.3M |
| Veery Capital, LLC | 0001844375 | Jul 9, 2026 | 100 | $372.3M |
| Lifestyle Asset Management, Inc. | 0001845675 | Jul 20, 2026 | 129 | $372.1M |
| Aspen Investment Management Inc | 0001541596 | Jul 17, 2026 | 187 | $372.0M |
| Atle Fund Management AB | 0001381843 | Jul 24, 2026 | 39 | $371.7M |
| Cornell Pochily Investment Advisors, Inc. | 0001736260 | Jul 15, 2026 | 189 | $371.7M |
| Graybill Wealth Management, LTD. | 0001252007 | Aug 17, 2026 | 82 | $371.5M |
| Strathmore Capital Advisors, Inc. | 0002021703 | Aug 10, 2026 | 142 | $371.4M |
| Boyd Watterson Asset Management LLC | 0001121477 | Aug 7, 2026 | 394 | $371.2M |
| Regimen Wealth, LLC | 0001963863 | Aug 5, 2026 | 76 | $371.0M |
| Reston Wealth Management LLC | 0001767617 | Jul 23, 2026 | 65 | $371.0M |
| Helix Partners Management LP | 0001995612 | Aug 13, 2026 | 10 | $370.9M |
| Pension & Wealth Management Advisors, Inc. | 0002145782 | Aug 7, 2026 | 544 | $370.9M |
| Wealth Effects LLC | 0001907254 | Aug 6, 2026 | 256 | $370.5M |
| Congress Park Capital LLC | 0001730945 | Jul 14, 2026 | 134 | $370.5M |
| Next Capital Management LLC | 0001752762 | Aug 3, 2026 | 138 | $370.5M |
| Veracity Capital LLC | 0001811005 | Jul 13, 2026 | 223 | $370.4M |
| B.O.S.S. Retirement Advisors, LLC | 0001964810 | Jul 20, 2026 | 157 | $370.4M |