| Maloon Powers Pitre Higgins & Dennehy, LLC | 0002149656 | Aug 14, 2026 | 147 | $291.0M |
| Tranquility Partners, LLC | 0001783773 | Jul 23, 2026 | 232 | $291.0M |
| Arch Capital Group LTD. | 0000947484 | Aug 4, 2026 | 4 | $291.0M |
| AMS Capital Ltda | 0001717977 | Aug 6, 2026 | 14 | $290.9M |
| Shared Vision Wealth Group LLC | 0002008178 | Jul 31, 2026 | 114 | $290.9M |
| Power Wealth Management LLC | 0002001039 | Aug 3, 2026 | 117 | $290.9M |
| Strategic Investment Management, LLC | 0000846633 | Jul 20, 2026 | 16 | $290.5M |
| LifePlan Investment Advisors, Inc. | 0002045484 | Aug 11, 2026 | 131 | $290.5M |
| Visualize Group LP | 0001994625 | Aug 14, 2026 | 11 | $290.5M |
| Bayberry Capital Partners LP | 0001771524 | Aug 14, 2026 | 27 | $290.2M |
| NerdWallet Wealth Partners, LLC | 0002079593 | Jul 8, 2026 | 69 | $290.2M |
| Foresite Capital Management IV, LLC | 0001704132 | Aug 14, 2026 | 6 | $290.2M |
| SGL Investment Advisors, Inc. | 0002043186 | Aug 11, 2026 | 131 | $289.9M |
| McCarter Private Wealth Services LLC | 0002036922 | Aug 5, 2026 | 179 | $289.8M |
| Resolute Capital, LLC | 0002069920 | Jul 29, 2026 | 72 | $289.8M |
| Viewpoint Investment Partners Corp. | 0001767457 | Jul 16, 2026 | 127 | $289.7M |
| Bourne Lent Asset Management Inc. | 0001128286 | Jul 29, 2026 | 65 | $289.4M |
| Ulysses Management LLC | 0001510912 | Aug 14, 2026 | 31 | $289.3M |
| Ironwood Investment Management LLC | 0001127761 | Aug 14, 2026 | 177 | $289.2M |
| FCG Investment Co | 0002011697 | Jul 13, 2026 | 118 | $289.2M |
| First Financial Corp. | 0000714562 | Jul 7, 2026 | 295 | $289.0M |
| Dravo Bay LLC | 0001910389 | Aug 11, 2026 | 51 | $289.0M |
| Codex Capital Asset Management L.L.C. | 0002030542 | Jul 27, 2026 | 33 | $288.9M |
| DG Capital Management, LLC | 0001512716 | Aug 12, 2026 | 20 | $288.7M |
| Wetzel Investment Advisors, Inc. | 0002009211 | Jul 23, 2026 | 139 | $288.7M |
| Stableford Capital II LLC | 0001842089 | Jul 6, 2026 | 147 | $288.7M |
| Crux Wealth Advisors | 0002054270 | Jul 21, 2026 | 192 | $288.5M |
| Selkirk Management LLC | 0001565432 | Aug 14, 2026 | 13 | $288.1M |
| FWG Holdings, LLC | 0001862067 | Aug 14, 2026 | 127 | $288.0M |
| Retirement Capital Strategies | 0001672681 | Aug 14, 2026 | 68 | $288.0M |
| 5AM Venture Management, LLC | 0001799883 | Aug 14, 2026 | 16 | $287.9M |
| TKG Advisors, LLC | 0001843275 | Jul 27, 2026 | 94 | $287.9M |
| Towerpoint Wealth, LLC | 0001731445 | Jul 9, 2026 | 113 | $287.9M |
| Alliance Private Wealth, LLC | 0002109849 | Jul 9, 2026 | 82 | $287.8M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0000867926 | Jul 22, 2026 | 195 | $287.7M |
| Maestria Partners LLC | 0002000390 | Aug 5, 2026 | 14 | $287.6M |
| Cambridge Financial Group, Inc. | 0001334199 | Aug 14, 2026 | 33 | $287.4M |
| Murphy Pohlad Asset Management LLC | 0001569148 | Jul 21, 2026 | 135 | $287.1M |
| Owen LaRue, LLC | 0001965328 | Jul 22, 2026 | 139 | $287.0M |
| QTR Family Wealth, LLC | 0002067954 | Jul 27, 2026 | 337 | $287.0M |
| Veridan Wealth LLC | 0002052405 | Aug 10, 2026 | 84 | $286.8M |
| Red Spruce Capital, LLC | 0001795356 | Jul 7, 2026 | 94 | $286.8M |
| Shira Ridge Wealth Management | 0001961210 | Jul 9, 2026 | 83 | $286.6M |
| O'ROURKE & COMPANY, Inc | 0001911468 | Aug 14, 2026 | 177 | $286.5M |
| AAFMAA Wealth Management & Trust LLC | 0001846160 | Jul 8, 2026 | 95 | $286.5M |
| Trueblood Wealth Management, LLC | 0002005380 | Jul 27, 2026 | 261 | $286.5M |
| Brown Financial Advisors | 0002035548 | Aug 26, 2026 | 212 | $286.4M |
| Edenbrook Capital, LLC | 0001666682 | Aug 13, 2026 | 6 | $286.1M |
| Luken Investment Analytics, LLC | 0001730546 | Jul 28, 2026 | 170 | $286.1M |
| Penney Financial, LLC | 0002049857 | Jul 22, 2026 | 53 | $286.1M |
| Palisades Hudson Asset Management, L.P. | 0001388443 | Aug 7, 2026 | 108 | $285.8M |
| One Fin Capital Management LP | 0001753875 | Aug 14, 2026 | 22 | $285.8M |
| ICW Investment Advisors LLC | 0001794820 | Aug 5, 2026 | 144 | $285.7M |
| Bluestem Financial Advisors, LLC | 0001820680 | Jul 22, 2026 | 34 | $285.5M |
| Adaptive Financial Consulting, LLC | 0001804717 | Aug 7, 2026 | 20 | $285.5M |
| Lewis Asset Management, LLC | 0002004520 | Jul 21, 2026 | 219 | $285.5M |
| Alexander Labrunerie & Co., Inc. | 0002024333 | Aug 3, 2026 | 125 | $285.4M |
| HFM Investment Advisors, LLC | 0002067972 | Aug 4, 2026 | 1,293 | $285.2M |
| Legal Advantage Investments, Inc. | 0001841769 | Jul 15, 2026 | 77 | $285.1M |
| Sphera Management Technology Funds Ltd | 0002030525 | Aug 14, 2026 | 83 | $285.1M |
| Midwest Financial Group LLC | 0001967193 | Jul 21, 2026 | 136 | $285.1M |
| Choice Wealth Advisors LLC | 0001842357 | Jul 9, 2026 | 35 | $285.0M |
| MBE Wealth Management, LLC | 0001775850 | Jul 24, 2026 | 170 | $284.5M |
| Strait & Sound Wealth Management LLC | 0001966210 | Aug 18, 2026 | 163 | $284.4M |
| Formula Growth Ltd. | 0001093219 | Aug 17, 2026 | 145 | $284.3M |
| Advantage Trust Co | 0002009346 | Jul 17, 2026 | 197 | $284.3M |
| Vivid Wealth Management, LLC | 0002007281 | Jul 28, 2026 | 73 | $284.2M |
| Bandera Partners LLC | 0001399386 | Aug 12, 2026 | 19 | $283.9M |
| Cumberland Advisors Inc. | 0001255435 | Jul 21, 2026 | 49 | $283.8M |
| 1776 Wealth LLC | 0001803140 | Aug 10, 2026 | 152 | $283.7M |
| William Mack & Associates, Inc. | 0002096700 | Jul 10, 2026 | 108 | $283.7M |
| FreeGulliver LLC | 0002032561 | Aug 11, 2026 | 123 | $283.6M |
| American Financial Group Inc. | 0001042046 | Aug 12, 2026 | 73 | $283.6M |
| Sellwood Investment Partners LLC | 0001763958 | Jul 28, 2026 | 59 | $283.6M |
| Lodestone Wealth Management LLC | 0001950158 | Jul 24, 2026 | 781 | $283.3M |
| Capstone Wealth Management Group, LLC | 0001923052 | Jul 30, 2026 | 94 | $283.0M |
| Mendon Capital Advisors Corp. | 0001177043 | Aug 11, 2026 | 46 | $282.9M |
| Seneca House Advisors | 0001731359 | Jul 31, 2026 | 103 | $282.9M |
| Thomas Story & Son LLC | 0001505207 | Jul 23, 2026 | 53 | $282.8M |
| Flagship Private Wealth, LLC | 0001842560 | Aug 4, 2026 | 115 | $282.8M |
| O'Connor Financial Group LLC | 0001973783 | Jul 17, 2026 | 69 | $282.7M |
| Shariaportfolio, Inc. | 0001998574 | Aug 11, 2026 | 43 | $282.6M |
| Hillman Co. | 0001036288 | Jul 27, 2026 | 14 | $282.6M |
| Hendley & Co. Inc. | 0001084207 | Jul 14, 2026 | 47 | $282.6M |
| Palogic Value Management, L.P. | 0001532943 | Sep 9, 2026 | 181 | $282.4M |
| BKM Wealth Management, LLC | 0002007263 | Jul 29, 2026 | 148 | $282.4M |
| Selby Wealth Management, LLC | 0002110725 | Jul 9, 2026 | 83 | $282.1M |
| Keeler Thomas Management LLC | 0001730660 | Jul 30, 2026 | 135 | $282.1M |
| Kite Lake Capital Management (UK) LLP | 0001687444 | Aug 14, 2026 | 7 | $282.0M |
| Juno Financial Group LLC | 0002106874 | Aug 4, 2026 | 73 | $282.0M |
| Chicago Wealth Management, Inc. | 0001592178 | Aug 11, 2026 | 63 | $281.9M |
| N10 Wealth, LLC | 0002146357 | Aug 14, 2026 | 43 | $281.9M |
| Intrepid Capital Management Inc. | 0001092838 | Aug 12, 2026 | 109 | $281.9M |
| McNaughton Wealth Management, LLC | 0001802691 | Jul 7, 2026 | 75 | $281.6M |
| Southern Michigan Bank & Trust | 0001173227 | Jul 21, 2026 | 422 | $281.3M |
| Montz Harcus Wealth Management LLC | 0001918613 | Jul 24, 2026 | 100 | $281.0M |
| Mount Lucas Management LP | 0001185072 | Aug 10, 2026 | 166 | $280.7M |
| Houlihan Financial Resource Group, Ltd. | 0001802879 | Aug 10, 2026 | 113 | $280.6M |
| Reliant Investment Management, LLC | 0001517429 | Jul 15, 2026 | 55 | $280.5M |
| Win Advisors, Inc. | 0001897144 | Aug 4, 2026 | 75 | $280.5M |