| Sculati Wealth Management, LLC | 0001803397 | Jul 21, 2026 | 123 | $299.8M |
| Nutshell Asset Management Ltd | 0002021442 | Aug 12, 2026 | 45 | $299.8M |
| Advisor Resource Council | 0001820879 | Jul 28, 2026 | 260 | $299.8M |
| Financial Symmetry Inc | 0002004843 | Jul 14, 2026 | 68 | $299.7M |
| Martin Investment Management, LLC | 0001511888 | Jul 17, 2026 | 47 | $299.6M |
| Eagle Bluffs Wealth Management LLC | 0001906547 | Aug 6, 2026 | 86 | $299.2M |
| Acorn Creek Capital LLC | 0001994827 | Aug 6, 2026 | 87 | $299.2M |
| Kondo Wealth Advisors, Inc. | 0002070929 | Jul 21, 2026 | 75 | $299.2M |
| Woodward Financial Advisors, Inc. | 0002136600 | Aug 14, 2026 | 66 | $299.1M |
| Maltin Wealth Management, Inc. | 0001764260 | Jul 22, 2026 | 146 | $299.0M |
| Schear Investment Advisers, LLC | 0001962838 | Jul 27, 2026 | 83 | $299.0M |
| Glass Wealth Management Co LLC | 0002017692 | Jul 30, 2026 | 69 | $298.5M |
| HighMark Wealth Management LLC | 0001802451 | Aug 12, 2026 | 562 | $298.5M |
| Highlander Partners, L.P. | 0001903866 | Jul 29, 2026 | 44 | $298.3M |
| Searcy Financial Services Inc. | 0000354923 | Jul 20, 2026 | 27 | $298.2M |
| Sawyer & Company, Inc | 0001722436 | Jul 23, 2026 | 202 | $297.9M |
| Strategic Equity Management | 0001843578 | Aug 10, 2026 | 65 | $297.8M |
| Sinvest Investments II Ltd. | 0002096569 | Aug 7, 2026 | 1 | $297.5M |
| Bluescape Energy Partners LLC | 0001629283 | Aug 14, 2026 | 4 | $297.4M |
| Barbara Oil Co. | 0001599670 | Aug 13, 2026 | 73 | $297.2M |
| Vertrix Wealth Management, LLC | 0002118328 | Jul 9, 2026 | 103 | $297.0M |
| TCFG Investment Advisors, LLC | 0002121836 | Jul 17, 2026 | 299 | $296.8M |
| HF Capital, LLC | 0002063476 | Aug 11, 2026 | 5 | $296.7M |
| Silphium Asset Management Ltd | 0001758440 | Jul 30, 2026 | 55 | $296.6M |
| Phoenix Wealth Advisors | 0001842362 | Aug 3, 2026 | 129 | $296.6M |
| Foundry Financial LLC | 0002085325 | Jul 22, 2026 | 85 | $296.6M |
| Altura Wealth Advisors Inc. | 0001931465 | Jul 22, 2026 | 84 | $296.5M |
| Caerus Investment Advisors, LLC | 0001862682 | Aug 14, 2026 | 330 | $296.5M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 0002053628 | Jul 16, 2026 | 10 | $296.5M |
| Shrier Wealth Management, LLC | 0002075389 | Jul 9, 2026 | 134 | $296.5M |
| Continuum Wealth Advisors, LLC | 0001966482 | Jul 21, 2026 | 82 | $296.3M |
| MorganRosel Wealth Management, LLC | 0001753218 | Aug 14, 2026 | 104 | $296.3M |
| Vernal Point Advisors, LLC | 0001820363 | Aug 14, 2026 | 20 | $296.2M |
| Wind River Trust Co | 0001657703 | Aug 14, 2026 | 12 | $296.1M |
| Wrenne Financial Planning LLC | 0002023054 | Jul 27, 2026 | 60 | $296.1M |
| Cornerstone National Bank & Trust Co | 0002104293 | Jul 21, 2026 | 216 | $295.9M |
| PJT Investments Corp. | 0002080606 | Aug 13, 2026 | 10 | $295.8M |
| Aerodigm Wealth, LLC | 0001927705 | Aug 4, 2026 | 89 | $295.5M |
| Investment Research Partners LLC | 0002069274 | Aug 4, 2026 | 278 | $295.5M |
| Singapore Technologies Telemedia Pte Ltd | 0001219573 | Aug 7, 2026 | 1 | $295.4M |
| Colrain Capital LLC | 0001216093 | Aug 5, 2026 | 25 | $295.3M |
| Western Standard LLC | 0001517666 | Aug 10, 2026 | 27 | $295.3M |
| Towle & Co. | 0001224014 | Aug 11, 2026 | 59 | $295.1M |
| Clarus Group, Inc. | 0001844568 | Jul 24, 2026 | 127 | $295.0M |
| Union Heritage Capital, LLC | 0001862428 | Aug 14, 2026 | 65 | $295.0M |
| Decatur Capital Management, Inc. | 0001505961 | Aug 14, 2026 | 53 | $294.8M |
| Nepsis Inc. | 0001587643 | Jul 14, 2026 | 28 | $294.8M |
| Bastion Asset Management Inc. | 0001977794 | Aug 10, 2026 | 54 | $294.8M |
| Kennedy Investment Group, Inc. | 0001978005 | Jul 30, 2026 | 146 | $294.7M |
| TrustBank | 0002107256 | Jul 20, 2026 | 175 | $294.6M |
| Riposte Capital LLC | 0001672355 | Aug 14, 2026 | 21 | $294.6M |
| Beacon Financial Planning, Inc. | 0001966066 | Aug 6, 2026 | 85 | $294.6M |
| Torrey Growth & Income Advisors | 0002087822 | Jul 27, 2026 | 108 | $294.5M |
| Investor's Fiduciary Advisor Network, LLC | 0002044901 | Aug 13, 2026 | 219 | $294.5M |
| Mainsail Financial Group, LLC | 0001961290 | Jul 15, 2026 | 72 | $294.3M |
| Intrepid Financial Planning Group LLC | 0001641296 | Aug 12, 2026 | 135 | $294.2M |
| Landing Point Financial Group, LLC | 0002025964 | Aug 6, 2026 | 99 | $294.2M |
| Weitzel Financial Services, Inc. | 0001846789 | Jul 15, 2026 | 51 | $294.1M |
| Wealthedge Investment Advisors, LLC | 0002058455 | Jul 21, 2026 | 143 | $294.1M |
| Summit Creek Advisors LLC | 0001333709 | Aug 7, 2026 | 64 | $293.8M |
| Breakwater Investment Management | 0002025925 | Aug 6, 2026 | 600 | $293.7M |
| MBA Advisors LLC | 0001848704 | Jul 28, 2026 | 164 | $293.7M |
| Decker Retirement Planning Inc. | 0001975700 | Jul 16, 2026 | 441 | $293.7M |
| Aviso Wealth Management | 0002011802 | Aug 5, 2026 | 144 | $293.6M |
| Meridian Financial Partners LLC | 0001763722 | Jul 24, 2026 | 119 | $293.3M |
| DC Investments Management, LLC | 0001565951 | Aug 14, 2026 | 55 | $293.3M |
| Wealth Advisors Northwest LLC | 0002053892 | Jul 15, 2026 | 65 | $293.2M |
| FIDELIS iM, LLC | 0001894206 | Jul 22, 2026 | 27 | $293.2M |
| Prudent Man Investment Management, Inc. | 0002054263 | Jul 28, 2026 | 169 | $293.1M |
| Zullo Investment Group, Inc. | 0001909760 | Jul 31, 2026 | 157 | $293.1M |
| Lhm, Inc. | 0002009224 | Aug 12, 2026 | 24 | $293.1M |
| Colorado Capital Management, Inc. | 0001664147 | Jul 8, 2026 | 101 | $293.1M |
| Stonehearth Capital Management, LLC | 0001550191 | Jul 7, 2026 | 94 | $293.1M |
| Samjo Management, LLC | 0001986590 | Aug 14, 2026 | 58 | $293.0M |
| Pacifica Capital Investments, LLC | 0001486713 | Aug 12, 2026 | 15 | $292.9M |
| Eagle Capital Management, LLC | 0001600746 | Jul 13, 2026 | 50 | $292.9M |
| JDM Financial Group LLC | 0001960212 | Aug 18, 2026 | 332 | $292.9M |
| Muzinich & Co., Inc. | 0001618824 | Jul 27, 2026 | 38 | $292.7M |
| Archer Investment Management, LLC | 0002052868 | Jul 7, 2026 | 110 | $292.7M |
| Bay Rivers Group | 0001798924 | Jul 9, 2026 | 125 | $292.6M |
| Wittenberg Investment Management, Inc. | 0001697790 | Aug 12, 2026 | 78 | $292.5M |
| Marathon Wealth Advisors LLC | 0002153211 | Sep 11, 2026 | 76 | $292.4M |
| Pinebridge Investments Asia Ltd. | 0002111095 | Aug 14, 2026 | 7 | $292.4M |
| Heathbridge Capital Management Ltd. | 0001503269 | Jul 28, 2026 | 28 | $292.4M |
| Shore Point Advisors, LLC | 0001907092 | Jul 14, 2026 | 77 | $292.4M |
| Advisortrust Partners, LLC | 0002115523 | Aug 10, 2026 | 199 | $292.3M |
| Freshford Capital Management, LLC | 0001459270 | Aug 14, 2026 | 22 | $292.3M |
| SWAN Capital LLC | 0001952722 | Aug 13, 2026 | 580 | $292.2M |
| Advisory Solutions Group, LLC | 0002147643 | Jul 29, 2026 | 202 | $292.2M |
| Squadron Capital Management LLC | 0002050709 | Aug 14, 2026 | 34 | $292.1M |
| Solstein Capital, LLC | 0001730769 | Aug 13, 2026 | 434 | $292.1M |
| Matthews International Capital Management LLC | 0001028074 | Jul 31, 2026 | 32 | $291.7M |
| Buckhead Capital Management LLC | 0001133999 | Aug 6, 2026 | 146 | $291.5M |
| Fidelity D & D Bancorp Inc. | 0001098151 | Aug 6, 2026 | 116 | $291.4M |
| Massar Capital Management, LP | 0002037238 | Aug 14, 2026 | 246 | $291.4M |
| Spear Advisors LLC | 0002119894 | Aug 14, 2026 | 28 | $291.3M |
| Trellis Wealth Advisors LLC | 0001989031 | Jul 15, 2026 | 49 | $291.3M |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 0002011874 | Aug 12, 2026 | 16 | $291.1M |
| HS Management Partners, LLC | 0001455253 | Aug 6, 2026 | 24 | $291.1M |
| Iridian Asset Management LLC | 0001033427 | Jul 29, 2026 | 41 | $291.1M |