| Valued Wealth Advisors LLC | 0002007175 | Apr 30, 2026 | 751 | $246.7M |
| Iridian Asset Management LLC | 0001033427 | Apr 24, 2026 | 42 | $246.7M |
| Yarger Wealth Strategies, LLC | 0001908607 | May 13, 2026 | 124 | $246.6M |
| Matthews International Capital Management LLC | 0001028074 | May 4, 2026 | 37 | $246.5M |
| Verisail Partners, LLC | 0002016904 | Apr 21, 2026 | 25 | $246.5M |
| Zeno Equity Partners LLP | 0002013334 | May 15, 2026 | 13 | $246.4M |
| Cordant, Inc. | 0001830942 | Apr 13, 2026 | 75 | $246.4M |
| Flagship Private Wealth, LLC | 0001842560 | Apr 24, 2026 | 107 | $246.3M |
| Mitchell & Pahl Private Wealth, LLC | 0001836506 | Apr 24, 2026 | 145 | $246.3M |
| Dravo Bay LLC | 0001910389 | May 7, 2026 | 54 | $246.1M |
| Hanover Advisors Inc. | 0000914973 | May 7, 2026 | 118 | $246.1M |
| Wealth Analytics Partners, LLC | 0002110717 | May 15, 2026 | 46 | $246.0M |
| Vernal Point Advisors, LLC | 0001820363 | May 14, 2026 | 21 | $246.0M |
| Caldwell Sutter Capital, Inc. | 0000702007 | May 6, 2026 | 894 | $245.9M |
| Retirement Planning Co of New England, Inc. | 0001817693 | May 8, 2026 | 248 | $245.8M |
| MY.Alpha Management HK Advisors Ltd | 0001910173 | May 14, 2026 | 11 | $245.8M |
| Investment Research Partners LLC | 0002069274 | Apr 29, 2026 | 245 | $245.8M |
| Mirabaud & Cie SA | 0001869685 | May 5, 2026 | 54 | $245.7M |
| HighMark Wealth Management LLC | 0001802451 | May 6, 2026 | 555 | $245.6M |
| Equinox Partners Investment Management LLC | 0000938552 | Apr 24, 2026 | 11 | $245.4M |
| Cooper Investors PTY Ltd. | 0001561728 | Apr 28, 2026 | 42 | $245.3M |
| School Employees Retirement Board of Ohio | 0000315024 | Apr 24, 2026 | 6 | $245.3M |
| Nut Tree Capital Management, LP | 0001661655 | May 15, 2026 | 4 | $245.3M |
| Kinloch Capital, LLC | 0001818557 | May 15, 2026 | 83 | $245.2M |
| Shared Vision Wealth Group LLC | 0002008178 | May 6, 2026 | 95 | $245.2M |
| MRA Advisory Group | 0001841816 | Apr 22, 2026 | 140 | $245.0M |
| Alkeme Wealth, LLC | 0001752045 | Apr 23, 2026 | 98 | $244.9M |
| Melone Private Wealth, LLC | 0001905765 | Apr 8, 2026 | 60 | $244.8M |
| Aspect Partners, LLC | 0001985284 | Apr 2, 2026 | 709 | $244.6M |
| First Sabrepoint Capital Management LP | 0001731530 | May 15, 2026 | 27 | $244.6M |
| Lewis Asset Management, LLC | 0002004520 | Apr 21, 2026 | 199 | $244.6M |
| Ridgewood Investments LLC | 0001703556 | Apr 3, 2026 | 208 | $244.5M |
| JNE Partners LLP | 0001770120 | May 15, 2026 | 7 | $244.4M |
| O'Connor Financial Group LLC | 0001973783 | Apr 23, 2026 | 58 | $244.4M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0000867926 | Apr 27, 2026 | 182 | $244.3M |
| Unique Wealth Strategies, LLC | 0002009809 | Jul 15, 2026 | 205 | $244.3M |
| Cresta Advisors, Ltd. | 0001947670 | Apr 27, 2026 | 53 | $244.2M |
| Bawa N Mallick Trust | 0002040013 | May 15, 2026 | 69 | $244.2M |
| Rosalind Advisors, Inc. | 0001622627 | May 14, 2026 | 32 | $244.1M |
| Altus Wealth Group LLC | 0001842572 | Apr 27, 2026 | 143 | $244.0M |
| Burford Brothers, Inc. | 0002001434 | Apr 27, 2026 | 172 | $243.9M |
| GE Investment Management Corp. | 0001125824 | May 15, 2026 | 4 | $243.8M |
| Marathon Wealth Advisors LLC | 0002153211 | Sep 11, 2026 | 73 | $243.8M |
| Orin Green Financial, LLC | 0001844227 | Apr 29, 2026 | 78 | $243.8M |
| AAF Wealth Management, LLC | 0001726609 | May 8, 2026 | 54 | $243.8M |
| Solstein Capital, LLC | 0001730769 | May 14, 2026 | 441 | $243.6M |
| Red Spruce Capital, LLC | 0001795356 | Apr 9, 2026 | 94 | $243.6M |
| JW Asset Management, LLC | 0001549738 | May 8, 2026 | 19 | $243.5M |
| Hutner Capital Management Inc. | 0000944733 | May 15, 2026 | 44 | $243.4M |
| YANKCOM Partnership | 0002036975 | Apr 20, 2026 | 368 | $243.2M |
| Howard Bailey Securities, LLC | 0002043986 | Apr 23, 2026 | 122 | $243.2M |
| Schulhoff & Co. Inc. | 0001080197 | May 11, 2026 | 132 | $243.1M |
| Quarry Hill Advisors, LLC | 0001965346 | Apr 23, 2026 | 51 | $243.1M |
| Independent Family Office, LLC | 0001756485 | May 15, 2026 | 90 | $243.0M |
| Visualize Group LP | 0001994625 | May 15, 2026 | 10 | $242.9M |
| SFG Wealth Management, LLC. | 0001908914 | Apr 23, 2026 | 100 | $242.9M |
| LGL Partners, LLC | 0001653202 | May 14, 2026 | 66 | $242.9M |
| Creekside Partners | 0002035951 | Apr 22, 2026 | 183 | $242.9M |
| WealthCollab, LLC | 0002017870 | May 13, 2026 | 977 | $242.8M |
| Guardian Point Capital, LP | 0001595932 | May 15, 2026 | 11 | $242.7M |
| Torno Capital, LLC | 0001974312 | Aug 17, 2026 | 20 | $242.3M |
| Diadema Partners LP | 0002026172 | May 15, 2026 | 86 | $242.2M |
| Macro Advisors, Inc. | 0001821406 | May 14, 2026 | 40 | $242.2M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0000319933 | Apr 14, 2026 | 1,322 | $242.2M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0002079571 | May 14, 2026 | 191 | $242.1M |
| Summa Corp. | 0001954929 | Apr 30, 2026 | 83 | $241.9M |
| TKG Advisors, LLC | 0001843275 | Apr 24, 2026 | 89 | $241.9M |
| Resolute Advisors LLC | 0001800217 | May 7, 2026 | 87 | $241.8M |
| McNaughton Wealth Management, LLC | 0001802691 | Apr 8, 2026 | 70 | $241.8M |
| Dover Advisors, LLC | 0001964541 | Apr 8, 2026 | 159 | $241.7M |
| FMB Wealth Management | 0002040224 | Apr 16, 2026 | 73 | $241.7M |
| Beta Wealth Group, Inc. | 0001594417 | May 7, 2026 | 112 | $241.7M |
| Tribridge Partners Financial LLC | 0002083677 | Apr 15, 2026 | 80 | $241.7M |
| denkapparat Operations GmbH | 0001999514 | May 11, 2026 | 333 | $241.6M |
| Ballentine Capital Advisors, Inc | 0002011580 | Apr 17, 2026 | 27 | $241.6M |
| Physician Wealth Solutions Inc. | 0002007116 | Apr 13, 2026 | 45 | $241.6M |
| Element Wealth, LLC | 0001802743 | May 4, 2026 | 206 | $241.4M |
| Dean Capital Management | 0001455468 | May 15, 2026 | 111 | $241.4M |
| Thor Trading Advisors, LLC | 0002057073 | May 8, 2026 | 12 | $241.3M |
| Altman Advisors, Inc. | 0001731671 | May 5, 2026 | 77 | $241.3M |
| Continuum Wealth Advisors, LLC | 0001966482 | May 7, 2026 | 70 | $241.0M |
| Sherborne Investors Management LP | 0001406672 | Apr 17, 2026 | 1 | $240.9M |
| Onyx Financial Advisors, LLC | 0001957840 | Apr 14, 2026 | 18 | $240.8M |
| Rakuten Securities, Inc. | 0002009539 | May 1, 2026 | 879 | $240.7M |
| MBE Wealth Management, LLC | 0001775850 | Apr 21, 2026 | 141 | $240.7M |
| Ghe, LLC | 0001910179 | May 4, 2026 | 55 | $240.7M |
| Daily Journal | 0000783412 | Apr 15, 2026 | 4 | $240.7M |
| Foronjy Financial LLC | 0002040600 | Apr 24, 2026 | 97 | $240.6M |
| Advisortrust Partners, LLC | 0002115523 | May 6, 2026 | 255 | $240.4M |
| Carolina Wealth Advisors, LLC | 0001786411 | Apr 7, 2026 | 278 | $240.1M |
| Hengistbury Investment Partners LLP | 0001574717 | May 15, 2026 | 3 | $240.1M |
| QTR Family Wealth, LLC | 0002067954 | Apr 16, 2026 | 287 | $240.1M |
| DMKC Advisory Services, LLC | 0001901337 | May 4, 2026 | 84 | $240.1M |
| Bay Rivers Group | 0001798924 | Apr 13, 2026 | 109 | $240.0M |
| Groupe Bruxelles Lambert | 0001179313 | May 7, 2026 | 1 | $240.0M |
| Mainsail Financial Group, LLC | 0001961290 | Apr 15, 2026 | 62 | $240.0M |
| Paces Ferry Wealth Advisors, LLC | 0001819919 | May 6, 2026 | 127 | $240.0M |
| TTP Investments, Inc. | 0001682576 | Apr 16, 2026 | 34 | $239.8M |
| Ironwood Investment Management LLC | 0001127761 | May 15, 2026 | 179 | $239.8M |
| WMG Financial Advisors, LLC | 0001906711 | Apr 23, 2026 | 100 | $239.7M |