| Castle Wealth Management LLC | 0001936420 | Jul 30, 2025 | 122 | $275.3M |
| Silver Coast Investments LLC | 0002012033 | Aug 4, 2025 | 106 | $275.2M |
| LifeWealth Investments, LLC | 0002033794 | Jan 26, 2026 | 151 | $275.1M |
| Pinnacle Holdings, LLC | 0001411784 | Aug 7, 2025 | 229 | $274.9M |
| Independent Wealth Network Inc. | 0001891240 | Jul 16, 2025 | 258 | $274.9M |
| Watershed Private Wealth LLC | 0001965271 | Jul 23, 2025 | 105 | $274.7M |
| Vert Asset Management LLC | 0001904664 | Jul 18, 2025 | 45 | $274.6M |
| Hibernia Wealth Partners, LLC | 0001950637 | Aug 8, 2025 | 103 | $274.4M |
| Teramo Advisors, LLC | 0001904821 | Aug 13, 2025 | 22 | $274.4M |
| Sykon Capital LLC | 0001988408 | Aug 11, 2025 | 84 | $274.2M |
| Ironwood Wealth Management, LLC. | 0001692820 | Aug 6, 2025 | 42 | $274.0M |
| Cape Investment Advisory, Inc. | 0001944437 | Aug 19, 2025 | 1,171 | $273.9M |
| Selective Wealth Management, Inc. | 0001755670 | Jul 10, 2025 | 103 | $273.9M |
| Atlas Wealth LLC | 0001964106 | Aug 5, 2025 | 108 | $273.9M |
| Financial Insights, Inc. | 0001642058 | Jul 22, 2025 | 127 | $273.8M |
| TSA Wealth Managment LLC | 0001963669 | Jul 31, 2025 | 85 | $273.7M |
| Hassell Wealth Management, LLC | 0001965270 | Jul 25, 2025 | 26 | $273.7M |
| Royal Harbor Partners, LLC | 0001801876 | Aug 8, 2025 | 49 | $273.6M |
| Starr Indemnity & Liability Co | 0001640521 | Aug 8, 2025 | 4 | $273.1M |
| Beta Wealth Group, Inc. | 0001594417 | Aug 11, 2025 | 105 | $273.0M |
| Enzi Wealth | 0001887441 | Jul 14, 2025 | 69 | $273.0M |
| Encompass Wealth Advisors, LLC | 0001849614 | Jul 16, 2025 | 104 | $272.8M |
| Canopy Partners, LLC | 0001960860 | Jul 23, 2025 | 227 | $272.6M |
| Olympus Peak Asset Management LP | 0001841359 | Aug 14, 2025 | 1 | $272.5M |
| First National Bank Sioux Falls | 0001085041 | Jul 1, 2025 | 134 | $272.5M |
| Cederberg Capital Ltd | 0001861244 | Aug 14, 2025 | 8 | $272.3M |
| Jackson, Grant Investment Advisers, Inc. | 0001650300 | Jul 17, 2025 | 385 | $272.3M |
| Clarus Group, Inc. | 0001844568 | Jul 15, 2025 | 101 | $272.3M |
| 25 LLC | 0001968777 | Jul 21, 2025 | 62 | $272.2M |
| HighVista Strategies LLC | 0001335325 | Aug 14, 2025 | 146 | $272.1M |
| Transatlantique Private Wealth LLC | 0001935000 | Aug 5, 2025 | 214 | $272.0M |
| Enstar Group LTD | 0001363829 | Aug 14, 2025 | 11 | $271.8M |
| Strategic Equity Management | 0001843578 | Aug 11, 2025 | 70 | $271.8M |
| Jacobsen Capital Management | 0001782491 | Jul 30, 2025 | 116 | $271.6M |
| Pabrai Investments (Dalal Street) | 0001549575 | Aug 13, 2025 | 5 | $271.6M |
| OneAscent Wealth Management LLC | 0001844707 | Aug 6, 2025 | 171 | $271.5M |
| Yakira Capital Management, Inc. | 0001584639 | Aug 13, 2025 | 190 | $271.5M |
| Goepper Burkhardt LLC | 0001844142 | Aug 12, 2025 | 97 | $271.5M |
| Halter Ferguson Financial Inc. | 0001842665 | Jul 11, 2025 | 28 | $271.4M |
| SoundView Advisors Inc. | 0002054083 | Jul 31, 2025 | 35 | $271.4M |
| Squire Investment Management Company, LLC | 0002031291 | Jul 16, 2025 | 66 | $271.4M |
| Compass Rose Asset Management, LP | 0001758811 | Aug 7, 2025 | 14 | $271.3M |
| Arlington Partners LLC | 0001389848 | Jul 14, 2025 | 66 | $271.1M |
| LifeGuide Financial Advisors, LLC | 0001908585 | Jul 17, 2025 | 48 | $270.9M |
| Waterford Advisors, LLC | 0001960657 | Aug 14, 2025 | 53 | $270.8M |
| 1248 Management, LLC | 0002011147 | Aug 18, 2025 | 168 | $270.8M |
| Skyline Advisors, Inc. | 0001843832 | Jul 11, 2025 | 96 | $270.7M |
| Next Capital Management LLC | 0001752762 | Aug 5, 2025 | 137 | $270.6M |
| Jackson Square Partners, LLC | 0001605911 | Aug 7, 2025 | 54 | $270.4M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0001327944 | Jul 15, 2025 | 139 | $270.2M |
| WMG Financial Advisors, LLC | 0001906711 | Jul 24, 2025 | 191 | $270.2M |
| Prosperity Wealth Management, Inc. | 0001991463 | Aug 5, 2025 | 233 | $269.8M |
| Pioneer Wealth Management Group | 0001973339 | Jul 11, 2025 | 45 | $269.7M |
| Scott Marsh Financial, LLC | 0002081102 | Aug 14, 2025 | 248 | $269.7M |
| Mathes Company, Inc. | 0001389223 | Aug 5, 2025 | 122 | $269.6M |
| Robertson Opportunity Capital, LLC | 0001352122 | Aug 14, 2025 | 28 | $269.6M |
| Vista Investment Management | 0001740140 | Aug 14, 2025 | 168 | $269.5M |
| Prairiewood Capital, LLC | 0001839695 | Jul 16, 2025 | 78 | $269.4M |
| Empower Annuity Insurance Co | 0001444597 | Aug 8, 2025 | 1 | $269.3M |
| Investor's Fiduciary Advisor Network, LLC | 0002044901 | Aug 12, 2025 | 220 | $269.1M |
| Christopher J. Hasenberg, Inc | 0001989869 | Jul 9, 2025 | 228 | $269.1M |
| USAdvisors Wealth Management, LLC | 0001735605 | Jul 22, 2025 | 135 | $269.1M |
| HTG Investment Advisors, Inc. | 0001963875 | Jul 23, 2025 | 70 | $268.9M |
| Acorn Wealth Advisors, LLC | 0001730610 | Aug 14, 2025 | 251 | $268.8M |
| Essential Planning, LLC. | 0001949824 | Aug 14, 2025 | 82 | $268.6M |
| CIBC Capital Markets (Europe) S.A. | 0002045104 | Aug 14, 2025 | 10 | $268.5M |
| Flagship Pioneering, LLC | 0001400240 | Aug 14, 2025 | 4 | $268.5M |
| Investment Research & Advisory Group, Inc. | 0001802136 | Jul 17, 2025 | 246 | $268.4M |
| RBA Wealth Management, LLC | 0001776296 | Jul 17, 2025 | 93 | $268.4M |
| Holowesko Partners Ltd. | 0001428569 | Aug 12, 2025 | 28 | $268.2M |
| Capital Wealth Management, LLC | 0001730456 | Jul 9, 2025 | 38 | $268.2M |
| Etesian Wealth Advisors, Inc. | 0001997586 | Jul 24, 2025 | 135 | $268.2M |
| Fullcircle Wealth LLC | 0002030910 | Aug 5, 2025 | 256 | $268.1M |
| Kenora Financial, LLC | 0001990080 | Jul 17, 2025 | 131 | $268.1M |
| Granger Management LLC | 0001842881 | Aug 13, 2025 | 6 | $268.1M |
| Crestview Partners IV GP, L.P. | 0001818687 | Aug 12, 2025 | 2 | $267.9M |
| Long Road Investment Counsel, LLC | 0001620081 | Aug 11, 2025 | 80 | $267.8M |
| Brand Asset Management Group, Inc. | 0001748766 | Jul 9, 2025 | 92 | $267.8M |
| David Kennon Inc | 0001954126 | Jul 17, 2025 | 36 | $267.7M |
| Wealth Advisors of Iowa, LLC | 0001803005 | Aug 12, 2025 | 75 | $267.6M |
| Allred Capital Management, LLC | 0001765885 | Aug 14, 2025 | 155 | $267.4M |
| Enterprise Bank & Trust Co | 0001770710 | Jul 7, 2025 | 135 | $267.4M |
| Timonier Family Office, LTD. | 0002038170 | Aug 7, 2025 | 54 | $267.4M |
| Wealth Effects LLC | 0001907254 | Jul 15, 2025 | 205 | $267.3M |
| Harmony Asset Management LLC | 0002002815 | Aug 14, 2025 | 170 | $267.1M |
| Vigilare Wealth Management | 0001730889 | Jul 18, 2025 | 119 | $266.7M |
| Barrett & Company, Inc. | 0000887602 | Jul 21, 2025 | 639 | $266.7M |
| Global Financial Private Client, LLC | 0002023568 | Jul 10, 2025 | 221 | $266.7M |
| Greenberg Financial Group | 0000946626 | Jul 15, 2026 | 117 | $266.7M |
| Siemens AG | 0000940418 | Aug 14, 2025 | 1 | $266.6M |
| American Financial Group Inc. | 0001042046 | Aug 7, 2025 | 61 | $266.6M |
| Powell Investment Advisors, LLC | 0001802195 | Jul 22, 2025 | 167 | $266.6M |
| Elyxium Wealth, LLC | 0002043538 | Aug 5, 2025 | 164 | $266.5M |
| Excalibur Management Corp. | 0001009003 | Aug 6, 2025 | 165 | $266.5M |
| Cambridge Financial Group, LLC | 0002085256 | Sep 9, 2025 | 137 | $266.4M |
| Crown Wealth Group, LLC | 0001845698 | Jul 16, 2025 | 119 | $266.2M |
| Sculati Wealth Management, LLC | 0001803397 | Aug 8, 2025 | 124 | $266.2M |
| Costello Asset Management, INC | 0001760145 | Jul 24, 2025 | 687 | $266.2M |
| Rossby Financial, LCC | 0002056510 | Aug 1, 2025 | 1,236 | $266.1M |
| Members Advisory Group LLC | 0001908587 | Jul 29, 2025 | 35 | $266.0M |