| Prosperity Financial Group, Inc. | 0001991334 | Jul 28, 2026 | 184 | $322.6M |
| Quantum Financial Planning Services, Inc. | 0002050169 | Jul 15, 2026 | 58 | $322.5M |
| Curio Wealth, LLC | 0002049201 | Aug 7, 2026 | 78 | $322.3M |
| S Squared Technology, LLC | 0001322924 | Aug 14, 2026 | 33 | $322.3M |
| Westshore Wealth, LLC | 0001806366 | Aug 10, 2026 | 107 | $322.1M |
| Jackson, Grant Investment Advisers, Inc. | 0001650300 | Jul 31, 2026 | 421 | $322.0M |
| EnCap Investments L.P. | 0001290910 | Aug 12, 2026 | 3 | $322.0M |
| Ketron Financial | 0002113129 | Aug 6, 2026 | 64 | $321.9M |
| Orion Capital Management LLC | 0001846758 | Aug 18, 2026 | 504 | $321.9M |
| Mathes Company, Inc. | 0001389223 | Aug 11, 2026 | 129 | $321.8M |
| AJ Advisors, LLC | 0001951167 | Jul 23, 2026 | 37 | $321.8M |
| MKT Advisors LLC | 0001906802 | Jul 9, 2026 | 155 | $321.8M |
| Sonoma Allocations LLC | 0002084965 | Jul 8, 2026 | 118 | $321.8M |
| Realta Investment Advisors | 0001776792 | Jul 20, 2026 | 378 | $321.8M |
| Northstar Advisory Group, LLC | 0001816000 | Jul 14, 2026 | 118 | $321.7M |
| Hall Laurie J Trustee | 0001388382 | Jul 9, 2026 | 103 | $321.6M |
| Hapanowicz & Associates Financial Services, Inc | 0001695959 | Jul 29, 2026 | 37 | $321.5M |
| Nine Ten Capital Management LLC | 0001635236 | Aug 14, 2026 | 8 | $321.3M |
| Miramontes Capital, LLC | 0002134516 | Sep 9, 2026 | 141 | $321.3M |
| Hall Capital Management Co. Inc. | 0001122490 | Aug 14, 2026 | 107 | $321.2M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0001327944 | Jul 9, 2026 | 153 | $321.1M |
| RJA Asset Management LLC | 0001671817 | Jul 24, 2026 | 4 | $320.9M |
| Glass Jacobson Investment Advisors llc | 0001964394 | Jul 30, 2026 | 618 | $320.9M |
| GE Investment Management Corp. | 0001125824 | Aug 14, 2026 | 4 | $320.9M |
| TMB Capital Partners, LLC | 0002111931 | Jul 24, 2026 | 177 | $320.6M |
| Leisure Capital Management | 0001631507 | Jul 24, 2026 | 157 | $320.4M |
| Biltmore Wealth Management, LLC | 0001598102 | Jul 21, 2026 | 58 | $320.4M |
| Aft, Forsyth & Sober, LLC | 0001566801 | Aug 14, 2026 | 60 | $320.0M |
| Investment Partners, LTD. | 0001050068 | Aug 4, 2026 | 167 | $319.9M |
| JW Asset Management, LLC | 0001549738 | Aug 7, 2026 | 21 | $319.9M |
| Passive Capital Management, LLC. | 0001958250 | Aug 10, 2026 | 94 | $319.8M |
| Prospera Capital Management, LLC | 0002082673 | Jul 27, 2026 | 63 | $319.8M |
| Lee Johnson Capital Management, LLC | 0001674836 | Aug 7, 2026 | 82 | $319.8M |
| Global Trust Asset Management, LLC | 0001729672 | Aug 3, 2026 | 463 | $319.7M |
| Seldon Capital LP | 0001867731 | Aug 14, 2026 | 74 | $319.6M |
| Burkett Financial Services, LLC | 0001762716 | Jul 2, 2026 | 266 | $319.6M |
| Wrapmanager Inc. | 0001266014 | Aug 5, 2026 | 150 | $319.6M |
| Charles-Lim Capital Ltd | 0001634255 | Aug 13, 2026 | 6 | $319.4M |
| Tiller Private Wealth, Inc. | 0001663649 | Jul 24, 2026 | 69 | $319.3M |
| Shaker Financial Services, LLC | 0001511794 | Jul 15, 2026 | 148 | $319.2M |
| Barnes Pettey Financial Advisors, LLC | 0001908288 | Jul 28, 2026 | 175 | $319.2M |
| Centerline Wealth Advisors, LLC | 0001802059 | Jul 17, 2026 | 79 | $319.2M |
| Axiom Financial Strategies, LLC | 0001831985 | Aug 6, 2026 | 34 | $319.1M |
| Powers Advisory Group, LLC | 0001927474 | Jul 31, 2026 | 130 | $319.1M |
| Thor Trading Advisors, LLC | 0002057073 | Aug 12, 2026 | 39 | $318.7M |
| Skyline Advisors, Inc. | 0001843832 | Jul 20, 2026 | 123 | $318.7M |
| Berkeley, Inc | 0002051965 | Jul 24, 2026 | 86 | $318.7M |
| Summa Corp. | 0001954929 | Aug 6, 2026 | 83 | $318.6M |
| Arcadia Wealth Management, LLC | 0001964226 | Jul 20, 2026 | 66 | $318.6M |
| Beacon Investment Advisors LLC | 0001961635 | Aug 13, 2026 | 178 | $318.5M |
| Chaney Capital Management, Inc. | 0002012041 | Aug 12, 2026 | 45 | $318.1M |
| ShoreHaven Wealth Partners, LLC | 0001844922 | Jul 14, 2026 | 106 | $317.9M |
| Sittner & Nelson, LLC | 0001846138 | Aug 7, 2026 | 614 | $317.9M |
| Cambridge Financial Group, LLC | 0002085256 | Jul 14, 2026 | 155 | $317.6M |
| Mills Wealth Advisors LLC | 0002029294 | Jul 7, 2026 | 76 | $317.6M |
| Boothe Investment Group, Inc. | 0001749798 | Jul 14, 2026 | 38 | $317.4M |
| Genesee Capital Advisors, LLC | 0001652348 | Aug 6, 2026 | 172 | $317.3M |
| Theory Financial LLC | 0001899158 | Jul 31, 2026 | 99 | $317.3M |
| Wealthspan Partners, LLC | 0001909805 | Aug 6, 2026 | 129 | $317.3M |
| Medallion Wealth Advisors, LLC | 0002131139 | Aug 14, 2026 | 1,220 | $317.3M |
| Montanaro Asset Management Ltd | 0001831133 | Aug 12, 2026 | 42 | $317.2M |
| Ticino Wealth | 0002105416 | Jul 20, 2026 | 135 | $317.1M |
| Persistent Asset Partners Ltd | 0002056052 | Aug 7, 2026 | 725 | $317.0M |
| Powell Investment Advisors, LLC | 0001802195 | Jul 29, 2026 | 167 | $316.8M |
| GoodHaven Capital Management, LLC | 0001542300 | Aug 10, 2026 | 24 | $316.7M |
| Fourth Dimension Wealth, LLC | 0002056691 | Jul 31, 2026 | 679 | $316.3M |
| Nvest Financial, LLC | 0001915315 | Jul 30, 2026 | 150 | $316.3M |
| Balanced Wealth Group LLC | 0002009783 | Aug 10, 2026 | 78 | $316.3M |
| Lountzis Asset Management, LLC | 0001821168 | Jul 31, 2026 | 55 | $316.1M |
| Richmond Investment Services, LLC | 0002031991 | Jul 27, 2026 | 145 | $316.1M |
| IMZ Advisory Inc | 0002017735 | Jul 7, 2026 | 38 | $315.8M |
| Enzi Wealth | 0001887441 | Jul 15, 2026 | 76 | $315.7M |
| Ranch Capital Advisors Inc. | 0001793269 | Aug 3, 2026 | 157 | $315.7M |
| Tencap Wealth Coaching, LLC | 0002107751 | Jul 29, 2026 | 20 | $315.4M |
| Meros Investment Management, LP | 0001911372 | Aug 14, 2026 | 50 | $315.2M |
| Trinity Wealth Management, LLC | 0001685364 | Jul 7, 2026 | 74 | $315.2M |
| Richards, Merrill & Peterson, Inc. | 0000090108 | Jul 16, 2026 | 285 | $315.1M |
| VMS Asset Management Limited | 0002107719 | Jul 23, 2026 | 33 | $315.0M |
| Burns Matteson Capital Management, LLC | 0001894164 | Jul 17, 2026 | 181 | $314.7M |
| TAGStone Capital, Inc. | 0001903044 | Aug 11, 2026 | 139 | $314.6M |
| Inlight Wealth Management, LLC | 0001731795 | Jul 28, 2026 | 62 | $314.6M |
| Mma Asset Management LLC | 0001842667 | Aug 4, 2026 | 181 | $314.3M |
| Mosley Wealth Management | 0002011849 | Jul 23, 2026 | 781 | $314.3M |
| American Financial Group Inc. 401(K) Retirement & Savings Plan | 0000943719 | Aug 12, 2026 | 1 | $314.2M |
| Cypress Funds LLC | 0001081198 | Aug 7, 2026 | 14 | $314.1M |
| Malaga Cove Capital, LLC | 0001603001 | Jul 24, 2026 | 185 | $314.1M |
| Delaney Dennis R | 0001661536 | Aug 21, 2026 | 61 | $314.0M |
| Stonebridge Financial Planning Group, LLC | 0001802494 | Jul 31, 2026 | 183 | $313.9M |
| Praetorian PR LLC | 0001949877 | Aug 14, 2026 | 14 | $313.8M |
| Macro Advisors, Inc. | 0001821406 | Aug 11, 2026 | 45 | $313.7M |
| Merk Investments LLC | 0001302842 | Aug 14, 2026 | 11 | $313.5M |
| Nixon Capital, LLC | 0001846352 | Aug 12, 2026 | 17 | $313.5M |
| Raleigh Capital Management Inc. | 0001911726 | Jul 21, 2026 | 610 | $313.3M |
| Plum Street Advisors, LLC | 0002068236 | Aug 13, 2026 | 107 | $313.1M |
| StoneCrest Wealth Management, Inc. | 0002008409 | Jul 9, 2026 | 73 | $313.0M |
| Bennett Selby Investments LP | 0001840740 | Jul 24, 2026 | 85 | $312.9M |
| First Citizens Asset Management, Inc. | 0001964116 | Jul 17, 2026 | 30 | $312.9M |
| Ravenswood Partners LP | 0002015178 | Aug 6, 2026 | 36 | $312.6M |
| Worth Asset Management, LLC | 0001927285 | Jul 8, 2026 | 212 | $312.6M |
| Windward Private Wealth Management Inc. | 0001835866 | Aug 4, 2026 | 43 | $312.6M |