| Olde Wealth Management, LLC | 0001840760 | May 12, 2026 | 116 | $316.0M |
| Gerald Baker Financial Group LLC | 0002133489 | May 6, 2026 | 114 | $315.7M |
| MTM Investment Management, LLC | 0001831416 | May 6, 2026 | 709 | $315.7M |
| Mars Jewett Financial Group, Inc. | 0002079098 | May 15, 2026 | 37 | $315.6M |
| KHIS Custodian LP | 0002055575 | May 15, 2026 | 1 | $315.6M |
| Waterford Advisors, LLC | 0001960657 | May 15, 2026 | 57 | $315.3M |
| Orion Investment Co | 0002033920 | May 12, 2026 | 69 | $315.1M |
| Vert Asset Management LLC | 0001904664 | Apr 16, 2026 | 45 | $315.1M |
| Kirtland Hills Capital Management, LLC | 0002019084 | May 13, 2026 | 156 | $315.0M |
| Nine Ten Capital Management LLC | 0001635236 | May 15, 2026 | 8 | $314.8M |
| Spectrum Asset Management, Inc. (NB/CA) | 0001632078 | Apr 22, 2026 | 107 | $314.8M |
| Monaco Asset Management SAM | 0001803593 | May 11, 2026 | 57 | $314.7M |
| Heritage Oak Wealth Advisors LLC | 0002035533 | Apr 24, 2026 | 73 | $314.7M |
| Hopwood Nicholas Hunter | 0002091827 | Aug 14, 2026 | 121 | $314.5M |
| Essential Planning, LLC. | 0001949824 | Apr 23, 2026 | 85 | $314.5M |
| Whitegate Investment Counselors, Inc. | 0001667102 | Apr 27, 2026 | 68 | $314.5M |
| Investment Advisory Services Inc. /TX | 0000925953 | Apr 17, 2026 | 130 | $314.5M |
| Roberts Financial Services LLC | 0001767602 | Apr 15, 2026 | 31 | $314.5M |
| Sentry LLC | 0002004474 | Apr 23, 2026 | 118 | $314.3M |
| Moseley Investment Management Inc. | 0000906396 | Apr 21, 2026 | 162 | $313.7M |
| Ameliora Wealth Management Ltd. | 0001910168 | Apr 23, 2026 | 232 | $313.7M |
| Purus Wealth Management, LLC | 0001844250 | Apr 15, 2026 | 157 | $313.7M |
| Etesian Wealth Advisors, Inc. | 0001997586 | Apr 23, 2026 | 138 | $313.4M |
| Nova R Wealth, Inc. | 0001729457 | Apr 17, 2026 | 90 | $313.4M |
| White Mountains Insurance Group Ltd. | 0000776867 | May 12, 2026 | 2 | $313.4M |
| Silver Coast Investments LLC | 0002012033 | Apr 23, 2026 | 119 | $313.4M |
| FDx Advisors, Inc. | 0001566601 | May 1, 2026 | 183 | $313.2M |
| Juniper Investment Company, LLC | 0001794034 | May 15, 2026 | 8 | $313.1M |
| Flynn Zito Capital Management, LLC | 0001857144 | May 4, 2026 | 158 | $313.0M |
| GFG Capital, LLC | 0001638520 | Apr 21, 2026 | 88 | $313.0M |
| Pegasus Asset Management, Inc. | 0001729049 | Aug 6, 2026 | 67 | $312.8M |
| LifeGuide Financial Advisors, LLC | 0001908585 | Apr 9, 2026 | 46 | $312.7M |
| Kercheville Advisors, LLC | 0001890748 | Apr 20, 2026 | 106 | $312.7M |
| StrongBox Wealth, LLC | 0001812155 | May 8, 2026 | 95 | $312.5M |
| Philadelphia Financial Management of San Francisco, LLC | 0001351407 | May 14, 2026 | 42 | $312.1M |
| California First Leasing Corp. | 0000803016 | Apr 28, 2026 | 39 | $312.0M |
| Elyxium Wealth, LLC | 0002043538 | May 6, 2026 | 165 | $311.8M |
| Midwest Heritage Bank, FSB | 0001906805 | Apr 15, 2026 | 51 | $311.7M |
| Portland Investment Counsel Inc. | 0001081668 | May 14, 2026 | 55 | $311.6M |
| Towne Trust Company, N.A | 0001102256 | Apr 22, 2026 | 318 | $311.4M |
| Boothe Investment Group, Inc. | 0001749798 | May 20, 2026 | 40 | $310.7M |
| Tradewinds, LLC. | 0001932342 | May 4, 2026 | 153 | $310.3M |
| IronBridge Private Wealth, LLC | 0001850996 | May 14, 2026 | 45 | $310.1M |
| Redwood Grove Capital, LLC | 0001691170 | May 15, 2026 | 22 | $309.8M |
| Atle Fund Management AB | 0001381843 | May 11, 2026 | 39 | $309.7M |
| Consolidated Capital Management, LLC | 0001666613 | Apr 15, 2026 | 74 | $309.6M |
| Iat Reinsurance Co. LTD. | 0001633625 | May 14, 2026 | 67 | $309.6M |
| Seven Post Investment Office LP | 0001554308 | May 14, 2026 | 36 | $309.5M |
| TSA Wealth Managment LLC | 0001963669 | May 1, 2026 | 105 | $309.4M |
| Pinnacle Holdings, LLC | 0001411784 | May 8, 2026 | 233 | $309.3M |
| Cloverfields Capital Group, LP | 0001819581 | May 14, 2026 | 91 | $309.1M |
| Pines Wealth Management, LLC | 0002037426 | Apr 8, 2026 | 215 | $309.0M |
| 11 Capital Partners LP | 0001801172 | May 15, 2026 | 19 | $308.8M |
| Alteri Wealth LLC | 0002054980 | May 6, 2026 | 292 | $308.6M |
| Financial Insights, Inc. | 0001642058 | May 19, 2026 | 130 | $308.6M |
| Castle Wealth Management LLC | 0001936420 | May 1, 2026 | 132 | $308.6M |
| Bell & Brown Wealth Advisors, LLC | 0001725362 | May 11, 2026 | 68 | $308.3M |
| General Electric Co | 0000040545 | May 1, 2026 | 2 | $308.2M |
| Elite Wealth Management, Inc. | 0001622757 | May 15, 2026 | 49 | $308.0M |
| Alfreton Capital LLP | 0001873435 | May 14, 2026 | 5 | $308.0M |
| Pecaut & Co. | 0001597200 | May 11, 2026 | 66 | $308.0M |
| Alta Wealth Advisors LLC | 0001843826 | May 5, 2026 | 161 | $308.0M |
| First United Bank & Trust | 0001214183 | Apr 21, 2026 | 395 | $307.9M |
| Argyle Capital Management, LLC | 0001321194 | Apr 28, 2026 | 137 | $307.7M |
| Idaho Trust Co | 0001568069 | May 8, 2026 | 97 | $307.6M |
| Capital Planning LLC | 0001790688 | Apr 30, 2026 | 82 | $307.4M |
| TPG Financial Advisors, LLC | 0001706669 | May 8, 2026 | 76 | $307.4M |
| Centerpoint Advisors, LLC | 0001733788 | May 7, 2026 | 414 | $307.3M |
| Compass Rose Asset Management, LP | 0001758811 | May 14, 2026 | 15 | $307.1M |
| Hayek Kallen Investment Management | 0001430681 | May 15, 2026 | 92 | $307.0M |
| Crawford Fund Management, LLC | 0001816427 | May 15, 2026 | 31 | $306.6M |
| Norris Financial Group, LLC | 0002129318 | May 20, 2026 | 97 | $306.4M |
| Medallion Wealth Advisors, LLC | 0002131139 | Apr 24, 2026 | 1,121 | $306.3M |
| Lifestyle Asset Management, Inc. | 0001845675 | Apr 10, 2026 | 134 | $306.2M |
| Fearnley Asset Management As | 0002056821 | May 15, 2026 | 19 | $306.0M |
| Aster Capital Management (DIFC) Ltd | 0002040915 | May 13, 2026 | 809 | $306.0M |
| Synergy Investment Management, LLC | 0002053786 | May 15, 2026 | 910 | $305.7M |
| Global Financial Private Client, LLC | 0002023568 | Apr 20, 2026 | 236 | $305.6M |
| Eaton Financial Holdings Company, LLC | 0001972322 | Apr 15, 2026 | 125 | $305.4M |
| Manatuck Hill Partners, LLC | 0001467902 | May 15, 2026 | 115 | $305.3M |
| Sunpointe, LLC | 0002012181 | Apr 21, 2026 | 266 | $305.3M |
| Breach Inlet Capital Management, LLC | 0002009914 | May 15, 2026 | 12 | $304.6M |
| Demars Financial Group, LLC | 0001723115 | Apr 30, 2026 | 103 | $303.7M |
| Boundless Plain Holdings Ltd | 0002108192 | May 12, 2026 | 22 | $303.7M |
| East Coast Asset Management, LLC. | 0001579254 | May 15, 2026 | 68 | $303.4M |
| Engaged Capital LLC | 0001559771 | May 15, 2026 | 8 | $303.4M |
| Tejara Capital Ltd | 0001879713 | May 12, 2026 | 73 | $303.4M |
| Omega Financial Group, LLC | 0001767982 | May 12, 2026 | 92 | $303.3M |
| RPD Fund Management LLC | 0001832568 | May 15, 2026 | 5 | $303.2M |
| Bain Capital Credit, LP | 0001317947 | May 14, 2026 | 6 | $303.0M |
| Planned Solutions, Inc. | 0001831332 | Apr 9, 2026 | 138 | $303.0M |
| Brick & Kyle, Associates | 0001632253 | Jul 2, 2026 | 96 | $302.9M |
| Proem Advisors LLC | 0001842526 | May 13, 2026 | 29 | $302.8M |
| Slagle Financial, LLC | 0001984918 | May 1, 2026 | 121 | $302.7M |
| Aristides Capital LLC | 0001595521 | May 14, 2026 | 155 | $302.6M |
| Bayberry Capital Partners LP | 0001771524 | May 15, 2026 | 28 | $302.6M |
| Arrowroot Family Office, LLC | 0002017744 | May 15, 2026 | 156 | $302.5M |
| L.K. Benson & Company, P.C. | 0002055235 | Apr 21, 2026 | 113 | $302.5M |
| Norman Fields, Gottscho Capital Management, LLC | 0001352449 | Apr 2, 2026 | 65 | $302.5M |
| OneAscent Wealth Management LLC | 0001844707 | Apr 21, 2026 | 157 | $302.5M |