| Samalin Investment Counsel, LLC | 0001544366 | Jul 27, 2026 | 334 | $312.5M |
| Prosperitas Financial LLC | 0002001016 | Aug 19, 2026 | 103 | $312.3M |
| Magarian Capital Management, LLC | 0002134981 | Aug 12, 2026 | 11 | $312.2M |
| Monte Financial Group, LLC | 0001755651 | Aug 7, 2026 | 102 | $312.2M |
| Pennington Partners & Co., LLC | 0001779355 | Aug 14, 2026 | 131 | $312.1M |
| Beacon Wealthcare LLC | 0001849336 | Jul 1, 2026 | 26 | $312.1M |
| Maryland Capital Advisors Inc. | 0001891201 | Jul 17, 2026 | 1,043 | $312.0M |
| Peachtree Investment Partners, LLC | 0001743863 | Aug 6, 2026 | 143 | $311.9M |
| Townsend Asset Management Corp. /NC/ | 0000709089 | Jul 24, 2026 | 195 | $311.8M |
| Weinberger Asset Management, Inc | 0002051705 | Aug 5, 2026 | 101 | $311.8M |
| Armor Investment Advisors, LLC | 0001694079 | Aug 4, 2026 | 155 | $311.7M |
| Saranac Partners Ltd | 0002098745 | Aug 13, 2026 | 112 | $311.6M |
| Five Oceans Advisors | 0001876326 | Jul 15, 2026 | 204 | $311.1M |
| Hengistbury Investment Partners LLP | 0001574717 | Aug 14, 2026 | 4 | $311.1M |
| Oak Asset Management, LLC | 0001726375 | Jul 13, 2026 | 115 | $311.0M |
| Tenon Financial LLC | 0002020781 | Jul 24, 2026 | 61 | $310.9M |
| Tandem Financial, LLC | 0002049157 | Aug 14, 2026 | 99 | $310.8M |
| Centennial Bank | 0001994744 | Aug 10, 2026 | 341 | $310.7M |
| Lakeshore Financial Planning, Inc. | 0002000571 | Jul 13, 2026 | 92 | $310.7M |
| IES Holdings, Inc. | 0001048268 | Aug 14, 2026 | 17 | $310.6M |
| Claar Advisors LLC | 0001593410 | Aug 14, 2026 | 17 | $310.4M |
| Applied Capital LLC | 0001862965 | Jul 21, 2026 | 53 | $310.4M |
| Stash Investments, LLC | 0002008308 | Jul 29, 2026 | 17 | $310.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0001510870 | Jul 23, 2026 | 144 | $310.2M |
| Firethorn Wealth Partners, LLC | 0001845743 | Jul 15, 2026 | 200 | $310.2M |
| Bonness Enterprises Inc. | 0001105471 | Jul 9, 2026 | 37 | $310.1M |
| GKV Capital Management Co., Inc. | 0002052321 | Jul 23, 2026 | 83 | $309.9M |
| Sonata Capital Group Inc. | 0001172036 | Jul 24, 2026 | 128 | $309.9M |
| Tanglewood Legacy Advisors, LLC | 0001965616 | Aug 10, 2026 | 280 | $309.8M |
| Ratan Capital Management LP | 0001566887 | Aug 18, 2026 | 47 | $309.8M |
| Outlook Capital Management, LLC | 0002149913 | Aug 14, 2026 | 42 | $309.8M |
| Blue Water Asset Management | 0002033384 | Aug 3, 2026 | 108 | $309.8M |
| Disciplined Investments, LLC | 0001812492 | Aug 7, 2026 | 144 | $309.6M |
| Blacksheep Fund Management Ltd | 0001800249 | Aug 25, 2026 | 7 | $309.6M |
| Axis Capital Holdings Ltd. | 0001214816 | Jul 28, 2026 | 3 | $309.3M |
| SmartHarvest Portfolios, LLC | 0002066604 | Aug 4, 2026 | 461 | $309.3M |
| Bawa N Mallick Trust | 0002040013 | Aug 14, 2026 | 78 | $309.1M |
| Eley Financial Management, Inc | 0001965267 | Aug 11, 2026 | 72 | $308.8M |
| Garner Asset Management Corp | 0001714093 | Aug 7, 2026 | 169 | $308.4M |
| Financial Council, LLC | 0001883629 | Aug 4, 2026 | 106 | $308.3M |
| Owls Nest Partners IA, LLC | 0001845806 | Aug 13, 2026 | 17 | $308.2M |
| Ping Capital Management, Inc. | 0001804352 | Jul 20, 2026 | 69 | $308.1M |
| ER Collective Holdings, LLC | 0002059227 | Aug 14, 2026 | 1 | $308.0M |
| Defender Capital, LLC. | 0001766929 | Jul 9, 2026 | 37 | $308.0M |
| FSA Investment Group, LLC | 0002051584 | Jul 20, 2026 | 47 | $307.9M |
| Pivotal bioVenture Partners Investment Advisor LLC | 0001844645 | Aug 13, 2026 | 13 | $307.8M |
| Lincoln Capital Corp. | 0000872359 | Jul 16, 2026 | 99 | $307.8M |
| Wealth Watch Advisors, INC | 0002040515 | Aug 14, 2026 | 123 | $307.6M |
| Gemsstock Ltd. | 0001724140 | Aug 14, 2026 | 13 | $307.5M |
| Family Capital Trust Co | 0001123320 | Jul 30, 2026 | 83 | $307.4M |
| Envision Financial Planning, LLC | 0001964460 | Aug 14, 2026 | 55 | $307.3M |
| Compass Capital Corp. /Ma/ | 0000749763 | Aug 13, 2026 | 205 | $307.3M |
| Freedom Financial Partners LLC | 0002054598 | Aug 6, 2026 | 89 | $306.9M |
| Asset Allocation & Management Company, LLC | 0001498383 | Jul 15, 2026 | 67 | $306.9M |
| SoundView Advisors Inc. | 0002054083 | Aug 3, 2026 | 32 | $306.9M |
| Funde Sino Life Insurance Co Ltd | 0001652027 | Jul 30, 2026 | 7 | $306.8M |
| Blackhawk Capital Partners, LLC | 0001582561 | Jul 20, 2026 | 146 | $306.1M |
| Deseret Mutual Benefit Administrators | 0001789351 | Aug 14, 2026 | 518 | $306.1M |
| Contrarian Capital Management, L.L.C. | 0001050417 | Aug 14, 2026 | 19 | $306.1M |
| denkapparat Operations GmbH | 0001999514 | Aug 6, 2026 | 383 | $305.9M |
| 1 North Wealth Services LLC | 0001641761 | Aug 3, 2026 | 309 | $305.9M |
| Denver PWM, LLC | 0001657980 | Aug 18, 2026 | 89 | $305.7M |
| Adapt Wealth Advisors, LLC | 0002013937 | Aug 12, 2026 | 94 | $305.7M |
| Ted Buchan & Co | 0002033413 | Jul 23, 2026 | 95 | $305.7M |
| Tekne Capital Management, LLC | 0001558971 | Aug 13, 2026 | 6 | $305.6M |
| PSquared Asset Management AG | 0001623624 | Aug 17, 2026 | 15 | $305.4M |
| Quartz Partners, LLC | 0001659978 | Aug 10, 2026 | 191 | $305.3M |
| WIM INVESTMENT MANAGEMENT Ltd | 0002042565 | Aug 6, 2026 | 26 | $305.3M |
| Lynx Investment Advisory | 0002028812 | Jul 27, 2026 | 230 | $305.2M |
| Bond Capital Management, LP | 0001923934 | Aug 14, 2026 | 5 | $305.2M |
| Texas Bank & Trust Co | 0002056556 | Jul 31, 2026 | 185 | $305.1M |
| Access Financial Services, Inc. | 0001699622 | Jul 16, 2026 | 103 | $305.0M |
| Borer Denton & Associates, Inc. | 0001993607 | Jul 28, 2026 | 74 | $304.9M |
| Allred Capital Management, LLC | 0001765885 | Aug 12, 2026 | 162 | $304.5M |
| Carroll Advisory Group, LLC | 0002108684 | Jul 23, 2026 | 73 | $304.5M |
| IronBridge Private Wealth, LLC | 0001850996 | Aug 13, 2026 | 47 | $304.4M |
| Roehl & Yi Investment Advisors, LLC | 0002097566 | Aug 14, 2026 | 194 | $303.9M |
| Excalibur Management Corp. | 0001009003 | Aug 3, 2026 | 175 | $303.5M |
| Four Tree Island Advisory LLC | 0002048142 | Aug 7, 2026 | 24 | $303.2M |
| Brick & Kyle, Associates | 0001632253 | Aug 6, 2026 | 96 | $302.9M |
| David Kennon Inc | 0001954126 | Jul 22, 2026 | 45 | $302.6M |
| First Dallas Securities Inc. | 0001378559 | Aug 3, 2026 | 125 | $302.6M |
| Carmel Capital Partners, LLC | 0001900481 | Jul 30, 2026 | 134 | $302.4M |
| Landmark Wealth Management, Inc. | 0001985016 | Aug 5, 2026 | 44 | $302.2M |
| 44 Wealth Management LLC | 0001831187 | Aug 14, 2026 | 184 | $302.1M |
| Rede Wealth, LLC | 0001842054 | Aug 3, 2026 | 117 | $302.0M |
| Armstrong, Fleming & Moore, Inc | 0001990099 | Jul 28, 2026 | 115 | $301.9M |
| Jackson Creek Investment Advisors LLC | 0001831003 | Aug 10, 2026 | 312 | $301.8M |
| OMC Financial Services LTD | 0002026391 | Aug 6, 2026 | 61 | $301.8M |
| Manatuck Hill Partners, LLC | 0001467902 | Aug 14, 2026 | 129 | $301.7M |
| E Fund Management (Hong Kong) Co., Ltd. | 0001777469 | Jul 22, 2026 | 551 | $301.5M |
| BCU Wealth Advisors, LLC | 0002003570 | Jul 14, 2026 | 63 | $301.1M |
| ACT Advisors, LLC. | 0001842554 | Jul 22, 2026 | 84 | $300.8M |
| Traveka Wealth, LLC | 0002009176 | Jul 21, 2026 | 199 | $300.7M |
| Valence8 US LP | 0001943819 | Aug 6, 2026 | 15 | $300.5M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0002079571 | Jul 21, 2026 | 199 | $300.5M |
| Rasp Wealth Solutions, LLC | 0002059754 | Aug 11, 2026 | 97 | $300.4M |
| Bull Oak Capital, LLC | 0001824263 | Aug 10, 2026 | 40 | $300.2M |
| Rainwater Charitable Foundation | 0001729139 | Jul 20, 2026 | 4 | $300.1M |
| Breach Inlet Capital Management, LLC | 0002009914 | Aug 14, 2026 | 10 | $300.0M |