| Samalin Investment Counsel, LLC | 0001544366 | Apr 23, 2026 | 319 | $282.0M |
| Defender Capital, LLC. | 0001766929 | Apr 13, 2026 | 34 | $281.9M |
| INCA Investments LLC | 0001513137 | Apr 30, 2026 | 10 | $281.8M |
| 3G Capital Partners LP | 0001421669 | May 15, 2026 | 10 | $281.7M |
| Monte Financial Group, LLC | 0001755651 | May 14, 2026 | 100 | $281.6M |
| Financial Symmetry Inc | 0002004843 | May 11, 2026 | 63 | $281.5M |
| Tiller Private Wealth, Inc. | 0001663649 | Apr 23, 2026 | 66 | $281.4M |
| Bluesphere Advisors LLC | 0001844108 | Apr 22, 2026 | 121 | $281.3M |
| Biltmore Wealth Management, LLC | 0001598102 | Apr 22, 2026 | 60 | $281.2M |
| Remedium Capital Partners, LLC | 0002104501 | May 19, 2026 | 6 | $281.2M |
| Iyo Bank, Ltd. | 0001890435 | May 13, 2026 | 35 | $281.1M |
| Investment Partners, LTD. | 0001050068 | May 5, 2026 | 152 | $281.1M |
| Northern Right Capital Management, L.P. | 0001346543 | May 15, 2026 | 25 | $281.0M |
| SoundView Advisors Inc. | 0002054083 | May 1, 2026 | 31 | $281.0M |
| Freedom Financial Partners LLC | 0002054598 | Apr 16, 2026 | 88 | $280.8M |
| Altrafin AG | 0002110313 | Apr 14, 2026 | 52 | $280.7M |
| Owl Creek Wealth Partners LLC | 0002133805 | May 14, 2026 | 1,239 | $280.7M |
| venBio Partners LLC | 0001776382 | May 15, 2026 | 6 | $280.6M |
| Borer Denton & Associates, Inc. | 0001993607 | May 12, 2026 | 66 | $280.3M |
| Panoramic Hills Capital Ltd | 0002083095 | May 15, 2026 | 2 | $280.3M |
| Acorn Creek Capital LLC | 0001994827 | May 12, 2026 | 84 | $280.1M |
| Veracity Capital LLC | 0001811005 | Apr 9, 2026 | 201 | $279.9M |
| Hall Capital Management Co. Inc. | 0001122490 | May 11, 2026 | 107 | $279.8M |
| Pivotal bioVenture Partners Investment Advisor LLC | 0001844645 | May 14, 2026 | 13 | $279.8M |
| Joseph P. Lucia & Associates, LLC | 0001775391 | May 15, 2026 | 169 | $279.7M |
| Balanced Wealth Group LLC | 0002009783 | Apr 23, 2026 | 73 | $279.4M |
| Ketron Financial | 0002113129 | Apr 22, 2026 | 55 | $279.3M |
| NCM Capital Management, LLC | 0001907054 | May 15, 2026 | 185 | $279.3M |
| Compass Capital Corp. /Ma/ | 0000749763 | May 8, 2026 | 202 | $279.3M |
| Colonial River Investments, LLC | 0001845859 | Apr 27, 2026 | 229 | $279.2M |
| Elevation Wealth Partners, LLC | 0001976256 | Apr 14, 2026 | 1,076 | $279.1M |
| Murphy Pohlad Asset Management LLC | 0001569148 | Apr 14, 2026 | 134 | $279.0M |
| Clarus Group, Inc. | 0001844568 | Apr 21, 2026 | 113 | $279.0M |
| Lee Johnson Capital Management, LLC | 0001674836 | Apr 16, 2026 | 80 | $278.9M |
| New Insight Wealth Advisors | 0002022328 | May 8, 2026 | 107 | $278.9M |
| David Kennon Inc | 0001954126 | Apr 29, 2026 | 41 | $278.9M |
| SOF Ltd | 0001697569 | May 15, 2026 | 1 | $278.9M |
| Centennial Bank | 0001994744 | May 6, 2026 | 323 | $278.7M |
| Checkpoint Capital L.P. | 0001977548 | May 15, 2026 | 8 | $278.7M |
| Disciplined Investments, LLC | 0001812492 | May 12, 2026 | 141 | $278.5M |
| Excalibur Management Corp. | 0001009003 | May 5, 2026 | 160 | $278.5M |
| ShoreHaven Wealth Partners, LLC | 0001844922 | May 14, 2026 | 103 | $278.4M |
| Quantum Financial Planning Services, Inc. | 0002050169 | Apr 14, 2026 | 53 | $278.4M |
| Alliance Private Wealth, LLC | 0002109849 | May 13, 2026 | 80 | $278.3M |
| Malaga Cove Capital, LLC | 0001603001 | May 7, 2026 | 192 | $278.3M |
| Arcus Capital Partners, LLC | 0001651960 | May 6, 2026 | 121 | $278.2M |
| Kanen Wealth Management LLC | 0001681614 | May 18, 2026 | 36 | $278.0M |
| Rede Wealth, LLC | 0001842054 | Apr 10, 2026 | 108 | $278.0M |
| Centerline Wealth Advisors, LLC | 0001802059 | Apr 14, 2026 | 73 | $278.0M |
| RBA Wealth Management, LLC | 0001776296 | Apr 23, 2026 | 92 | $277.7M |
| Armor Investment Advisors, LLC | 0001694079 | Apr 29, 2026 | 160 | $277.5M |
| Seaview Investment Managers LLC | 0001832158 | May 14, 2026 | 73 | $277.4M |
| Berkshire Capital Holdings Inc. | 0001133742 | May 12, 2026 | 114 | $277.2M |
| Mad River Investors | 0001384484 | Apr 23, 2026 | 31 | $277.2M |
| Eley Financial Management, Inc | 0001965267 | May 19, 2026 | 69 | $277.1M |
| Carmel Capital Partners, LLC | 0001900481 | Apr 30, 2026 | 118 | $277.1M |
| Henry James International Management Inc. | 0001750423 | Apr 10, 2026 | 94 | $276.9M |
| 1 North Wealth Services LLC | 0001641761 | May 4, 2026 | 270 | $276.9M |
| Tounjian Advisory Partners, LLC | 0002039850 | Apr 10, 2026 | 150 | $276.9M |
| Townsend Asset Management Corp. /NC/ | 0000709089 | May 6, 2026 | 187 | $276.7M |
| ICW Investment Advisors LLC | 0001794820 | May 11, 2026 | 147 | $276.6M |
| Independence Asset Advisors, LLC | 0002010929 | Apr 22, 2026 | 24 | $276.6M |
| Tanglewood Legacy Advisors, LLC | 0001965616 | Apr 27, 2026 | 269 | $276.5M |
| Five Oceans Advisors | 0001876326 | Apr 7, 2026 | 193 | $276.4M |
| Envision Financial Planning, LLC | 0001964460 | May 15, 2026 | 51 | $276.4M |
| Alta Advisers Ltd | 0001536114 | May 7, 2026 | 206 | $276.4M |
| Arcadia Wealth Management, LLC | 0001964226 | Apr 27, 2026 | 67 | $276.4M |
| RiverPark Advisors, LLC | 0001484256 | May 14, 2026 | 150 | $276.1M |
| Flagstar Securities, Inc. | 0001117233 | May 12, 2026 | 174 | $276.1M |
| Family Capital Trust Co | 0001123320 | Apr 29, 2026 | 89 | $276.1M |
| Adapt Wealth Advisors, LLC | 0002013937 | May 11, 2026 | 106 | $276.1M |
| Lakeshore Financial Planning, Inc. | 0002000571 | May 7, 2026 | 85 | $275.8M |
| Arohi Asset Management PTE Ltd. | 0002043756 | May 15, 2026 | 7 | $275.5M |
| Victrix Investment Advisors | 0002055229 | Apr 9, 2026 | 106 | $275.4M |
| Ted Buchan & Co | 0002033413 | May 14, 2026 | 88 | $275.3M |
| Heathbridge Capital Management Ltd. | 0001503269 | May 14, 2026 | 29 | $275.2M |
| Highview Capital Management LLC | 0001903786 | May 8, 2026 | 101 | $275.1M |
| Renesas Electronics America Inc. | 0000703361 | May 6, 2026 | 1 | $275.0M |
| Praetorian PR LLC | 0001949877 | May 15, 2026 | 12 | $274.9M |
| Allred Capital Management, LLC | 0001765885 | May 14, 2026 | 155 | $274.6M |
| 325 Capital LLC | 0001873893 | May 15, 2026 | 12 | $274.5M |
| Resurgent Financial Advisors LLC | 0001912339 | May 13, 2026 | 256 | $274.4M |
| Maestria Partners LLC | 0002000390 | Apr 16, 2026 | 13 | $274.1M |
| Odyssean, LLC | 0002092853 | May 15, 2026 | 418 | $273.9M |
| Jessup Wealth Management, Inc | 0001963536 | May 15, 2026 | 77 | $273.9M |
| BKM Wealth Management, LLC | 0002007263 | Apr 22, 2026 | 148 | $273.9M |
| Mathes Company, Inc. | 0001389223 | May 8, 2026 | 126 | $273.7M |
| Shrier Wealth Management, LLC | 0002075389 | Apr 14, 2026 | 131 | $273.6M |
| Sittner & Nelson, LLC | 0001846138 | May 12, 2026 | 569 | $273.6M |
| Ranch Capital Advisors Inc. | 0001793269 | May 6, 2026 | 153 | $273.5M |
| Aventura Private Wealth, LLC | 0002074418 | May 6, 2026 | 904 | $273.5M |
| Fluent Financial, LLC | 0001722283 | Apr 15, 2026 | 43 | $273.3M |
| Bonness Enterprises Inc. | 0001105471 | Apr 27, 2026 | 39 | $273.2M |
| Firethorn Wealth Partners, LLC | 0001845743 | Apr 9, 2026 | 189 | $272.7M |
| Lountzis Asset Management, LLC | 0001821168 | May 7, 2026 | 52 | $272.6M |
| Richards, Merrill & Peterson, Inc. | 0000090108 | Apr 17, 2026 | 283 | $272.6M |
| Blackhawk Capital Partners, LLC | 0001582561 | May 5, 2026 | 141 | $272.5M |
| Spinecap SAS | 0002011727 | May 15, 2026 | 15 | $272.5M |
| Stonebridge Financial Planning Group, LLC | 0001802494 | May 8, 2026 | 171 | $272.3M |
| Trinity Wealth Management, LLC | 0001685364 | Apr 17, 2026 | 70 | $272.3M |