| True Wealth Design, LLC | 0001966033 | Aug 6, 2025 | 2,565 | $283.8M |
| Cove Private Wealth, LLC | 0002015131 | Jul 16, 2025 | 156 | $283.6M |
| Core Wealth Management, Inc. | 0001965150 | Jul 31, 2025 | 31 | $283.6M |
| Patriot Financial Partners Gp, LP | 0001470261 | Aug 13, 2025 | 9 | $283.5M |
| Lynch Asset Management, Inc. | 0001906719 | Aug 13, 2025 | 56 | $283.5M |
| Q3 Asset Management | 0001732543 | Sep 3, 2025 | 46 | $283.1M |
| Regents Gate Capital LLP | 0002020935 | Aug 5, 2025 | 39 | $283.1M |
| Providence First Trust Co | 0001713735 | Aug 1, 2025 | 111 | $283.0M |
| Investment Planning Advisors, Inc. | 0002024049 | Jul 21, 2025 | 79 | $283.0M |
| Wealth Management Partners, LLC | 0001843294 | Jul 11, 2025 | 136 | $282.9M |
| Greenfield Seitz Capital Management, LLC | 0002097528 | Nov 24, 2025 | 111 | $282.9M |
| Monolith Management Ltd | 0002008306 | Aug 14, 2025 | 25 | $282.7M |
| Lecap Asset Management Ltd. | 0001990849 | Jul 21, 2025 | 282 | $282.7M |
| Pines Wealth Management, LLC | 0002037426 | Jul 9, 2025 | 229 | $282.7M |
| Robinswood Financial LLC | 0002139748 | Jul 14, 2026 | 398 | $282.7M |
| Orion Investment Co | 0002033920 | Aug 14, 2025 | 70 | $282.5M |
| Hi-Line Capital Management, LLC | 0001776074 | Aug 5, 2025 | 38 | $282.4M |
| New Republic Capital, LLC | 0001989988 | Aug 12, 2025 | 248 | $282.4M |
| 44 Wealth Management LLC | 0001831187 | Aug 15, 2025 | 190 | $282.4M |
| Baron Wealth Management LLC | 0001968507 | Jul 9, 2025 | 246 | $282.3M |
| Stone Ridge Holdings Group LP | 0002019841 | Jul 31, 2025 | 40 | $282.1M |
| First Citizens Asset Management, Inc. | 0001964116 | Apr 28, 2026 | 27 | $282.0M |
| Amtrust Financial Services, Inc. | 0001365555 | Aug 12, 2025 | 15 | $281.8M |
| Sweeney & Michel, LLC | 0001979556 | Jul 14, 2025 | 130 | $281.5M |
| Apis Capital Advisors, LLC | 0001386892 | Aug 13, 2025 | 42 | $281.5M |
| Juncture Wealth Strategies, LLC | 0001632866 | Jul 8, 2025 | 125 | $281.5M |
| Alta Advisers Ltd | 0001536114 | Jul 25, 2025 | 246 | $281.0M |
| Bennett Selby Investments LP | 0001840740 | Jul 17, 2025 | 76 | $281.0M |
| One Degree Advisors Inc | 0002005743 | Jul 25, 2025 | 73 | $280.9M |
| My Legacy Advisors, LLC | 0001767802 | Jul 11, 2025 | 206 | $280.8M |
| Silphium Asset Management Ltd | 0001758440 | Aug 13, 2025 | 35 | $280.7M |
| Thomas J. Herzfeld Advisors, Inc. | 0001509510 | Aug 13, 2025 | 108 | $280.4M |
| Consilio Wealth Advisors, LLC | 0001908944 | Jul 29, 2025 | 85 | $280.4M |
| Neumann Advisory Hong Kong Ltd | 0001727862 | Jul 7, 2025 | 9 | $280.2M |
| FSB Premier Wealth Management, Inc. | 0000887748 | Aug 15, 2025 | 213 | $280.2M |
| Tranquility Partners, LLC | 0001783773 | Jul 25, 2025 | 217 | $280.0M |
| Baker Tilly Wealth Management, LLC | 0001840565 | Jul 10, 2025 | 234 | $280.0M |
| Idaho Trust Co | 0001568069 | Aug 13, 2025 | 106 | $279.8M |
| Creative Capital Management Investments LLC | 0001957363 | Jul 21, 2025 | 310 | $279.8M |
| Solus Alternative Asset Management LP | 0001407737 | Aug 14, 2025 | 9 | $279.8M |
| Ameliora Wealth Management Ltd. | 0001910168 | Jul 23, 2025 | 214 | $279.6M |
| Bell & Brown Wealth Advisors, LLC | 0001725362 | Jul 29, 2025 | 69 | $279.6M |
| Yukon Wealth Management, Inc. | 0002065849 | Aug 1, 2025 | 117 | $279.5M |
| DORVAL Corp | 0001999144 | Jul 28, 2025 | 40 | $279.5M |
| Summit Securities Group LLC | 0001531593 | Aug 12, 2025 | 914 | $279.5M |
| Davis Investment Partners, LLC | 0001963865 | Jul 8, 2025 | 160 | $279.5M |
| Sara-Bay Financial | 0001816444 | Jul 15, 2025 | 76 | $279.5M |
| Clarity Capital Partners LLC | 0002012239 | Jul 21, 2025 | 108 | $279.4M |
| Penobscot Wealth Management | 0001875768 | Aug 1, 2025 | 97 | $279.3M |
| Bantamac Capital, LLC | 0001794972 | Aug 13, 2025 | 187 | $279.1M |
| Essex Woodlands Management, Inc. | 0001542339 | Aug 7, 2025 | 6 | $279.1M |
| Bear Mountain Capital, Inc. | 0002009419 | Jul 23, 2025 | 182 | $279.1M |
| Oak Asset Management, LLC | 0001726375 | Jul 11, 2025 | 103 | $279.0M |
| Luminvest Wealth Management LLC | 0002036517 | Jul 17, 2025 | 41 | $278.9M |
| Stevens Capital Partners | 0001965176 | Aug 13, 2025 | 82 | $278.9M |
| Evelyn Partners Investment Management (Europe) Ltd | 0002065055 | Nov 26, 2025 | 184 | $278.6M |
| Berkeley, Inc | 0002051965 | Aug 11, 2025 | 75 | $278.6M |
| jvl associates llc | 0001915765 | Jul 18, 2025 | 65 | $278.3M |
| Bishop & Co Investment Management, LLC | 0001603276 | Aug 14, 2025 | 27 | $278.3M |
| Your Advocates Ltd., LLP | 0001774437 | Aug 8, 2025 | 204 | $278.1M |
| WealthCare Investment Partners, LLC | 0001908462 | Jul 9, 2025 | 157 | $278.1M |
| X-Square Capital, LLC | 0001729300 | Aug 5, 2025 | 160 | $278.1M |
| Capital Advisory Group Advisory Services, LLC | 0001803229 | Jul 10, 2025 | 173 | $278.0M |
| Burkett Financial Services, LLC | 0001762716 | Jul 1, 2025 | 224 | $277.7M |
| Roth Financial Partners LLC | 0001840888 | Jul 9, 2025 | 31 | $277.4M |
| Patient Square Capital LP | 0001819257 | Aug 11, 2025 | 19 | $277.4M |
| Team Hewins, LLC | 0001964760 | Aug 12, 2025 | 34 | $277.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 0001862427 | Aug 13, 2025 | 167 | $277.3M |
| Revisor Wealth Management LLC | 0001887409 | Jul 15, 2025 | 271 | $277.3M |
| Windward Private Wealth Management Inc. | 0001835866 | Jul 22, 2025 | 42 | $277.3M |
| Long Corridor Asset Management Ltd | 0001845501 | Aug 12, 2025 | 17 | $277.3M |
| Omega Financial Group, LLC | 0001767982 | Aug 8, 2025 | 91 | $277.2M |
| Rede Wealth, LLC | 0001842054 | Aug 4, 2025 | 106 | $277.0M |
| DHJJ Financial Advisors, Ltd. | 0001844716 | Jul 21, 2025 | 977 | $276.9M |
| Sandy Cove Advisors, LLC | 0001908217 | Jul 9, 2025 | 131 | $276.8M |
| Mariner Investment Group LLC | 0001096978 | Jul 16, 2025 | 48 | $276.8M |
| Consolidated Capital Management, LLC | 0001666613 | Jul 17, 2025 | 48 | $276.7M |
| Crestmont Private Wealth LLC | 0001873372 | Aug 14, 2025 | 83 | $276.6M |
| Richard W. Paul & Associates, LLC | 0001964203 | Aug 12, 2025 | 337 | $276.6M |
| Whelan Financial | 0001894921 | Jul 21, 2025 | 65 | $276.6M |
| Forge First Asset Management Inc. | 0001963062 | Aug 12, 2025 | 36 | $276.5M |
| Texas Capital Bancshares Inc | 0001077428 | Aug 13, 2025 | 82 | $276.5M |
| Santori & Peters, Inc. | 0001730959 | Jul 15, 2025 | 69 | $276.4M |
| Oak Family Advisors, LLC | 0001846161 | Jul 17, 2025 | 92 | $276.3M |
| Financial Partners Group, LLC | 0001965246 | Jul 17, 2025 | 88 | $276.3M |
| TFR Capital, LLC. | 0002059325 | Jul 24, 2025 | 164 | $276.2M |
| Townsend Asset Management Corp. /NC/ | 0000709089 | Jul 16, 2025 | 177 | $276.1M |
| Yiheng Capital Management, L.P. | 0001447228 | Aug 14, 2025 | 20 | $276.1M |
| Omnia Family Wealth, LLC | 0001696136 | Jul 28, 2025 | 102 | $276.0M |
| Solitude Financial Services | 0001839890 | Jul 23, 2025 | 39 | $276.0M |
| Pineridge Advisors LLC | 0002012421 | Aug 11, 2025 | 561 | $275.9M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0001510870 | Jul 31, 2025 | 140 | $275.9M |
| Argyle Capital Management, LLC | 0001321194 | Jul 24, 2025 | 132 | $275.8M |
| Shaker Financial Services, LLC | 0001511794 | Aug 5, 2025 | 147 | $275.8M |
| Client 1ST Advisory Group, LLC | 0001802816 | Jul 18, 2025 | 132 | $275.7M |
| All Terrain Financial Advisors, LLC | 0001731358 | Aug 13, 2025 | 86 | $275.7M |
| Bain Capital Credit, LP | 0001317947 | Aug 14, 2025 | 6 | $275.5M |
| Aubrey Capital Management Ltd | 0001730754 | Jul 29, 2025 | 46 | $275.5M |
| Adirondack Trust Co. | 0001054257 | Jul 11, 2025 | 480 | $275.4M |
| Meredith Wealth Planning | 0001956471 | Jul 16, 2025 | 60 | $275.4M |