| Paragon Private Wealth Management, LLC | 0001922684 | Nov 3, 2025 | 214 | $305.1M |
| Yukon Wealth Management, Inc. | 0002065849 | Nov 14, 2025 | 128 | $305.0M |
| Boone Capital Management LLC | 0001882053 | Nov 14, 2025 | 16 | $305.0M |
| Sava Penzisko Drushtvo A.D. Skopje | 0002094371 | Nov 12, 2025 | 24 | $304.9M |
| Bonness Enterprises Inc. | 0001105471 | Oct 15, 2025 | 38 | $304.8M |
| Summit Securities Group LLC | 0001531593 | Nov 13, 2025 | 842 | $304.6M |
| NYL Investors LLC | 0001606720 | Nov 4, 2025 | 36 | $304.4M |
| Consilio Wealth Advisors, LLC | 0001908944 | Nov 13, 2025 | 96 | $304.3M |
| Walled Lake Planning & Wealth Management, LLC | 0001812177 | Nov 12, 2025 | 142 | $304.3M |
| Tilson Financial Group, Inc. | 0001964820 | Oct 22, 2025 | 77 | $304.3M |
| FSB Premier Wealth Management, Inc. | 0000887748 | Oct 31, 2025 | 229 | $304.0M |
| Oxford Asset Management LLP | 0001438284 | Nov 14, 2025 | 428 | $303.8M |
| Whitegate Investment Counselors, Inc. | 0001667102 | Oct 23, 2025 | 66 | $303.8M |
| LifeWealth Investments, LLC | 0002033794 | Jan 26, 2026 | 147 | $303.5M |
| Schiavi & Co LLC | 0001840014 | Nov 3, 2025 | 44 | $303.4M |
| Flagship Wealth Advisors, LLC | 0002036117 | Oct 30, 2025 | 432 | $303.4M |
| Essential Partners LLC | 0002136442 | May 21, 2026 | 2,668 | $303.2M |
| Borer Denton & Associates, Inc. | 0001993607 | Oct 16, 2025 | 61 | $302.9M |
| Etesian Wealth Advisors, Inc. | 0001997586 | Oct 23, 2025 | 133 | $302.8M |
| Crestmont Private Wealth LLC | 0001873372 | Nov 13, 2025 | 95 | $302.7M |
| Bennett Selby Investments LP | 0001840740 | Oct 8, 2025 | 80 | $302.4M |
| Yiheng Capital Management, L.P. | 0001447228 | Nov 14, 2025 | 23 | $302.3M |
| Lhm, Inc. | 0002009224 | Nov 13, 2025 | 22 | $302.3M |
| Baron Wealth Management LLC | 0001968507 | Oct 20, 2025 | 248 | $302.3M |
| jvl associates llc | 0001915765 | Oct 10, 2025 | 64 | $302.2M |
| DORVAL Corp | 0001999144 | Oct 30, 2025 | 42 | $302.1M |
| Whitefort Capital Management, LP | 0001884931 | Nov 14, 2025 | 16 | $302.1M |
| Financial Insights, Inc. | 0001642058 | Apr 1, 2026 | 143 | $302.0M |
| Hendley & Co. Inc. | 0001084207 | Nov 13, 2025 | 47 | $301.8M |
| Prairiewood Capital, LLC | 0001839695 | Oct 14, 2025 | 79 | $301.6M |
| Rossby Financial, LCC | 0002056510 | Nov 10, 2025 | 1,475 | $301.4M |
| Client 1ST Advisory Group, LLC | 0001802816 | Oct 17, 2025 | 134 | $301.4M |
| PL Capital Advisors, LLC | 0001569147 | Nov 4, 2025 | 26 | $301.4M |
| Morling Financial Advisors, LLC | 0001905198 | Nov 4, 2025 | 104 | $301.3M |
| Cowa, LLC | 0001844480 | Nov 10, 2025 | 141 | $301.3M |
| Lee Johnson Capital Management, LLC | 0001674836 | Oct 20, 2025 | 93 | $301.0M |
| Baker Boyer National Bank | 0001079398 | Nov 5, 2025 | 80 | $301.0M |
| Amtrust Financial Services, Inc. | 0001365555 | Oct 24, 2025 | 15 | $300.7M |
| Ameliora Wealth Management Ltd. | 0001910168 | Nov 12, 2025 | 221 | $300.3M |
| Wealth Advisors of Tampa Bay, LLC | 0001715228 | Nov 13, 2025 | 95 | $300.2M |
| Galibier Capital Management Ltd. | 0001765768 | Oct 21, 2025 | 38 | $300.1M |
| Sykon Capital LLC | 0001988408 | Nov 14, 2025 | 101 | $299.8M |
| Robinswood Financial LLC | 0002139748 | Jul 14, 2026 | 387 | $299.8M |
| WMG Financial Advisors, LLC | 0001906711 | Oct 23, 2025 | 213 | $299.8M |
| Mma Asset Management LLC | 0001842667 | Nov 5, 2025 | 301 | $299.6M |
| Next Capital Management LLC | 0001752762 | Nov 5, 2025 | 139 | $299.6M |
| TFR Capital, LLC. | 0002059325 | Oct 31, 2025 | 163 | $299.5M |
| Jackson, Grant Investment Advisers, Inc. | 0001650300 | Nov 10, 2025 | 413 | $299.4M |
| Canopy Partners, LLC | 0001960860 | Oct 30, 2025 | 235 | $299.3M |
| Georgetown University | 0001730469 | Nov 14, 2025 | 19 | $299.2M |
| Kanen Wealth Management LLC | 0001681614 | Nov 14, 2025 | 30 | $299.1M |
| Realta Investment Advisors | 0001776792 | Oct 23, 2025 | 330 | $299.1M |
| Grey Rock Energy Management, LLC | 0002053459 | Oct 22, 2025 | 1 | $299.0M |
| Bishop & Co Investment Management, LLC | 0001603276 | Oct 30, 2025 | 27 | $299.0M |
| Family Capital Trust Co | 0001123320 | Oct 23, 2025 | 90 | $298.8M |
| Private Client Services, LLC | 0001457005 | Oct 14, 2025 | 196 | $298.8M |
| Tounjian Advisory Partners, LLC | 0002039850 | Nov 12, 2025 | 149 | $298.8M |
| Costello Asset Management, INC | 0001760145 | Nov 6, 2025 | 665 | $298.6M |
| Bear Mountain Capital, Inc. | 0002009419 | Nov 12, 2025 | 323 | $298.6M |
| Visualize Group LP | 0001994625 | Nov 14, 2025 | 10 | $298.6M |
| Juncture Wealth Strategies, LLC | 0001632866 | Oct 14, 2025 | 130 | $298.5M |
| Checkpoint Capital L.P. | 0001977548 | Nov 14, 2025 | 10 | $298.5M |
| Your Advocates Ltd., LLP | 0001774437 | Nov 3, 2025 | 221 | $298.4M |
| Ironwood Wealth Management, LLC. | 0001692820 | Oct 27, 2025 | 41 | $298.4M |
| H Partners Management, LLC | 0001364412 | Nov 14, 2025 | 3 | $298.3M |
| Defender Capital, LLC. | 0001766929 | Oct 29, 2025 | 1 | $298.2M |
| Ariose Capital Management Ltd | 0001665925 | Oct 21, 2025 | 35 | $298.2M |
| Adirondack Trust Co. | 0001054257 | Oct 20, 2025 | 508 | $298.2M |
| Capricorn Fund Managers Ltd | 0001901361 | Oct 17, 2025 | 59 | $297.8M |
| Doma Perpetual Capital Management LLC | 0001962221 | Nov 14, 2025 | 12 | $297.8M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0001510870 | Oct 29, 2025 | 141 | $297.8M |
| OneAscent Wealth Management LLC | 0001844707 | Oct 31, 2025 | 181 | $297.7M |
| Gold Investment Management Ltd. | 0002006008 | Oct 29, 2025 | 203 | $297.6M |
| Front Row Advisors LLC | 0001729254 | Nov 17, 2025 | 553 | $297.6M |
| Sweeney & Michel, LLC | 0001979556 | Nov 13, 2025 | 137 | $297.5M |
| Vert Asset Management LLC | 0001904664 | Oct 29, 2025 | 45 | $297.4M |
| Omega Financial Group, LLC | 0001767982 | Nov 12, 2025 | 100 | $297.3M |
| HTG Investment Advisors, Inc. | 0001963875 | Nov 7, 2025 | 75 | $297.2M |
| Turim 21 Investimentos Ltda. | 0001652174 | Nov 14, 2025 | 117 | $297.2M |
| Diana Davis Spencer Foundation | 0001633391 | Nov 14, 2025 | 4 | $297.2M |
| Idaho Trust Co | 0001568069 | Nov 14, 2025 | 108 | $297.0M |
| Fairfield Financial Advisors, LTD | 0002033232 | Oct 24, 2025 | 72 | $296.9M |
| Key Client Fiduciary Advisors, LLC | 0001912612 | Oct 14, 2025 | 213 | $296.9M |
| Cape Ann Asset Management Ltd | 0001768237 | Nov 10, 2025 | 11 | $296.8M |
| Roth Financial Partners LLC | 0001840888 | Oct 20, 2025 | 32 | $296.7M |
| Exane Asset Management | 0001666256 | Nov 3, 2025 | 34 | $296.7M |
| Pines Wealth Management, LLC | 0002037426 | Nov 3, 2025 | 225 | $296.6M |
| Lazari Capital Management, Inc. | 0001986389 | Oct 28, 2025 | 166 | $296.3M |
| Castle Wealth Management LLC | 0001936420 | Oct 31, 2025 | 129 | $296.2M |
| Tranquility Partners, LLC | 0001783773 | Oct 30, 2025 | 237 | $296.2M |
| Team Hewins, LLC | 0001964760 | Nov 12, 2025 | 39 | $296.1M |
| Gen-Wealth Partners Inc | 0002023375 | Nov 14, 2025 | 681 | $296.0M |
| Equita Financial Network, Inc. | 0001994461 | Oct 24, 2025 | 91 | $295.8M |
| Fi3 FINANCIAL ADVISORS, LLC | 0001862427 | Nov 12, 2025 | 159 | $295.8M |
| Kenora Financial, LLC | 0001990080 | Oct 21, 2025 | 133 | $295.7M |
| StrongBox Wealth, LLC | 0001812155 | Oct 7, 2025 | 90 | $295.5M |
| Jacobsen Capital Management | 0001782491 | Oct 27, 2025 | 121 | $295.1M |
| Investor's Fiduciary Advisor Network, LLC | 0002044901 | Nov 3, 2025 | 236 | $295.1M |
| Investment Research & Advisory Group, Inc. | 0001802136 | Oct 22, 2025 | 253 | $295.0M |
| Royal Harbor Partners, LLC | 0001801876 | Oct 22, 2025 | 50 | $294.9M |