| Walker Financial Services, Inc. | 0001965479 | Apr 29, 2026 | 43 | $292.3M |
| Barometer Capital Management Inc. | 0001536890 | May 12, 2026 | 114 | $292.2M |
| Pennington Partners & Co., LLC | 0001779355 | May 14, 2026 | 114 | $292.0M |
| Nicollet Investment Management, Inc. | 0001729048 | May 13, 2026 | 76 | $292.0M |
| Burkett Financial Services, LLC | 0001762716 | Apr 1, 2026 | 251 | $291.8M |
| Kirkwood Financial Services | 0001814128 | Sep 17, 2026 | 40 | $291.8M |
| Francisco Partners Management, LP | 0001197853 | May 15, 2026 | 3 | $291.8M |
| LCC Family Corp. | 0002080628 | May 14, 2026 | 1 | $291.7M |
| Warner Financial, Inc. | 0001927175 | Apr 8, 2026 | 135 | $291.6M |
| Bishop & Co Investment Management, LLC | 0001603276 | Apr 24, 2026 | 26 | $291.5M |
| Members Advisory Group LLC | 0001908587 | May 5, 2026 | 36 | $291.5M |
| Canopy Partners, LLC | 0001960860 | May 11, 2026 | 245 | $291.5M |
| Capital Investment Management, Inc. | 0002124549 | Apr 23, 2026 | 125 | $291.2M |
| Key Client Fiduciary Advisors, LLC | 0001912612 | Apr 9, 2026 | 207 | $291.0M |
| Wilkerson Advisory Group LLC | 0002079661 | May 8, 2026 | 617 | $291.0M |
| Denver PWM, LLC | 0001657980 | May 13, 2026 | 87 | $290.9M |
| Kings Path Partners LLC | 0002030974 | Aug 21, 2026 | 292 | $290.8M |
| Denver Wealth Management, Inc. | 0001909800 | Apr 27, 2026 | 100 | $290.7M |
| Evelyn Partners Investment Management (Europe) Ltd | 0002065055 | May 15, 2026 | 187 | $290.6M |
| Barrett & Company, Inc. | 0000887602 | May 4, 2026 | 651 | $290.6M |
| Oak Asset Management, LLC | 0001726375 | Apr 15, 2026 | 108 | $290.4M |
| Everpar Advisors LLC | 0002010410 | Apr 21, 2026 | 282 | $290.4M |
| Arch Capital Group LTD. | 0000947484 | May 5, 2026 | 4 | $290.4M |
| ODonnell Financial Services, LLC | 0001730962 | May 8, 2026 | 64 | $290.3M |
| Fairfield Financial Advisors, LTD | 0002033232 | Apr 27, 2026 | 72 | $290.2M |
| Friday Financial | 0002048792 | Apr 16, 2026 | 93 | $290.2M |
| Powell Investment Advisors, LLC | 0001802195 | Apr 23, 2026 | 174 | $290.1M |
| Glass Jacobson Investment Advisors llc | 0001964394 | Apr 23, 2026 | 607 | $290.0M |
| Raleigh Capital Management Inc. | 0001911726 | Apr 28, 2026 | 775 | $289.8M |
| Orion Capital Management LLC | 0001846758 | May 14, 2026 | 482 | $289.8M |
| Sonoma Allocations LLC | 0002084965 | May 19, 2026 | 145 | $289.7M |
| Wealth Management Associates, Inc. | 0002067339 | May 13, 2026 | 234 | $289.6M |
| Saxon Interests, Inc. | 0001905867 | Apr 29, 2026 | 222 | $289.6M |
| Cable Car Capital, LP | 0001699575 | May 15, 2026 | 128 | $289.5M |
| Blue Water Asset Management | 0002033384 | May 5, 2026 | 103 | $289.4M |
| LeClair Wealth Partners LLC | 0002056667 | May 5, 2026 | 103 | $289.4M |
| Windward Private Wealth Management Inc. | 0001835866 | May 6, 2026 | 44 | $289.3M |
| Pinebridge Investments Asia Ltd. | 0002111095 | May 14, 2026 | 7 | $289.3M |
| Costello Asset Management, INC | 0001760145 | Apr 30, 2026 | 685 | $289.2M |
| Goodlander Investment Management, LLC | 0002018973 | May 18, 2026 | 12 | $289.1M |
| Plum Street Advisors, LLC | 0002068236 | May 14, 2026 | 98 | $288.8M |
| New Perspectives, Inc | 0001909565 | Apr 21, 2026 | 44 | $288.8M |
| Miramontes Capital, LLC | 0002134516 | Sep 9, 2026 | 122 | $288.6M |
| Lumbard & Kellner, LLC | 0001602476 | May 15, 2026 | 99 | $288.6M |
| Realta Investment Advisors | 0001776792 | Apr 22, 2026 | 367 | $288.3M |
| Enzi Wealth | 0001887441 | Apr 24, 2026 | 70 | $288.0M |
| Wrapmanager Inc. | 0001266014 | May 11, 2026 | 135 | $287.9M |
| Ticino Wealth | 0002105416 | Apr 23, 2026 | 138 | $287.7M |
| Financial Connections Group, Inc. | 0001907157 | May 1, 2026 | 251 | $287.6M |
| Horizon Investment Services, LLC | 0001426940 | May 15, 2026 | 137 | $287.5M |
| Forza Wealth Management, LLC | 0001963030 | Apr 30, 2026 | 188 | $287.5M |
| Lazari Capital Management, Inc. | 0001986389 | Apr 24, 2026 | 175 | $287.5M |
| PSquared Asset Management AG | 0001623624 | May 14, 2026 | 15 | $287.4M |
| Encompass Wealth Advisors, LLC | 0001849614 | Apr 21, 2026 | 100 | $287.4M |
| Wealth Management Resources, Inc. | 0001063516 | Apr 28, 2026 | 28 | $287.3M |
| Shaker Financial Services, LLC | 0001511794 | May 12, 2026 | 145 | $286.9M |
| Iams Wealth Management, LLC | 0001998182 | Apr 15, 2026 | 186 | $286.9M |
| Skyline Advisors, Inc. | 0001843832 | Apr 20, 2026 | 120 | $286.6M |
| Avaii Wealth Management, LLC | 0001904431 | Apr 21, 2026 | 157 | $286.5M |
| Mayfair Advisory Group, LLC | 0001801926 | Apr 21, 2026 | 175 | $286.4M |
| Investment Research & Advisory Group, Inc. | 0001802136 | Apr 20, 2026 | 277 | $286.3M |
| Mills Wealth Advisors LLC | 0002029294 | Apr 24, 2026 | 80 | $286.3M |
| GoodHaven Capital Management, LLC | 0001542300 | May 12, 2026 | 24 | $286.2M |
| Valence8 US LP | 0001943819 | May 15, 2026 | 14 | $286.1M |
| Argentarii, LLC | 0002030055 | May 12, 2026 | 198 | $286.0M |
| Muzinich & Co., Inc. | 0001618824 | Apr 24, 2026 | 38 | $285.9M |
| New Wave Wealth Advisors LLC | 0002035324 | May 4, 2026 | 186 | $285.9M |
| 44 Wealth Management LLC | 0001831187 | May 15, 2026 | 183 | $285.9M |
| HS Management Partners, LLC | 0001455253 | Apr 27, 2026 | 24 | $285.8M |
| Sinvest Investments II Ltd. | 0002096569 | Apr 23, 2026 | 1 | $285.8M |
| Leisure Capital Management | 0001631507 | May 8, 2026 | 154 | $285.7M |
| Owls Nest Partners IA, LLC | 0001845806 | May 14, 2026 | 13 | $285.7M |
| Kenora Financial, LLC | 0001990080 | Apr 22, 2026 | 132 | $285.5M |
| West Family Investments, Inc. | 0001568303 | May 7, 2026 | 259 | $285.2M |
| Westshore Wealth, LLC | 0001806366 | May 27, 2026 | 102 | $285.0M |
| Theory Financial LLC | 0001899158 | May 5, 2026 | 94 | $284.9M |
| Vantage Point Financial LLC | 0002048892 | May 4, 2026 | 175 | $284.8M |
| Bennett Selby Investments LP | 0001840740 | Apr 21, 2026 | 81 | $284.7M |
| G&S Capital LLC | 0001731448 | Apr 7, 2026 | 133 | $284.6M |
| Providence First Trust Co | 0001713735 | May 5, 2026 | 179 | $284.4M |
| Future Fund LLC | 0001911970 | May 6, 2026 | 127 | $284.4M |
| Axiom Financial Strategies, LLC | 0001831985 | Apr 21, 2026 | 32 | $284.1M |
| Mma Asset Management LLC | 0001842667 | Apr 8, 2026 | 179 | $284.1M |
| Mach-1 Financial Group, LLC | 0001843358 | May 13, 2026 | 161 | $284.0M |
| Wealthspan Partners, LLC | 0001909805 | Apr 8, 2026 | 123 | $283.8M |
| Rise Advisors, LLC | 0001831316 | Apr 3, 2026 | 94 | $283.7M |
| Chaney Capital Management, Inc. | 0002012041 | May 11, 2026 | 41 | $283.7M |
| Powers Advisory Group, LLC | 0001927474 | Apr 21, 2026 | 125 | $283.6M |
| Beacon Wealthcare LLC | 0001849336 | Apr 1, 2026 | 26 | $283.6M |
| Foundation Wealth Management, LLC\PA | 0002011000 | Apr 22, 2026 | 91 | $283.5M |
| Bank Ozk | 0001569650 | May 13, 2026 | 149 | $283.5M |
| Hall Laurie J Trustee | 0001388382 | Apr 6, 2026 | 104 | $283.4M |
| Davis Investment Partners, LLC | 0001963865 | Apr 20, 2026 | 167 | $283.1M |
| Urban Financial Advisory Corp | 0002005378 | May 8, 2026 | 57 | $282.9M |
| TAGStone Capital, Inc. | 0001903044 | May 11, 2026 | 137 | $282.8M |
| Drummond Knight Asset Management Pty Ltd | 0001808029 | May 6, 2026 | 14 | $282.7M |
| Delaney Dennis R | 0001661536 | May 14, 2026 | 60 | $282.4M |
| Wealth Effects LLC | 0001907254 | Apr 21, 2026 | 237 | $282.2M |
| Access Financial Services, Inc. | 0001699622 | Apr 15, 2026 | 95 | $282.1M |
| First Citizens Asset Management, Inc. | 0001964116 | Apr 17, 2026 | 28 | $282.1M |