| Evolution Advisers, Inc. | 0001906967 | Jul 31, 2026 | 943 | $272.1M |
| Abbot Financial Management, Inc. | 0001714341 | Aug 6, 2026 | 137 | $272.0M |
| Martin Capital Partners, LLC | 0001731216 | Jul 7, 2026 | 72 | $272.0M |
| Salzhauer Michael | 0001059543 | Jul 20, 2026 | 79 | $271.9M |
| FMB Wealth Management | 0002040224 | Jul 28, 2026 | 74 | $271.8M |
| Cavalier Investments, LLC | 0001655543 | Aug 14, 2026 | 40 | $271.7M |
| Emprise Bank | 0002018815 | Jul 7, 2026 | 109 | $271.5M |
| Mb, Levis & Associates, LLC | 0002065807 | Jul 22, 2026 | 254 | $271.4M |
| Long Road Investment Counsel, LLC | 0001620081 | Aug 14, 2026 | 80 | $271.3M |
| MTCO Ltd. | 0002095669 | Jul 9, 2026 | 4 | $271.3M |
| Bernard Wealth Management Corp. | 0002056313 | Aug 21, 2026 | 325 | $271.3M |
| Thomist Capital Management, LP | 0001767809 | Aug 14, 2026 | 39 | $271.2M |
| Agate Pass Investment Management, LLC | 0001900409 | Jul 8, 2026 | 109 | $271.2M |
| Eurizon SLJ Capital Ltd | 0002107309 | Aug 3, 2026 | 172 | $271.2M |
| AAF Wealth Management, LLC | 0001726609 | Jul 17, 2026 | 57 | $271.1M |
| Orin Green Financial, LLC | 0001844227 | Jul 13, 2026 | 83 | $271.1M |
| M1 Capital Management LLC | 0001976157 | Aug 12, 2026 | 113 | $270.8M |
| Avalon Advisory Group | 0001802119 | Jul 29, 2026 | 14 | $270.8M |
| Integrity Wealth Solutions LLC | 0002006918 | Jul 30, 2026 | 129 | $270.6M |
| Kaleidoscope Capital LP | 0001702912 | Aug 11, 2026 | 16 | $270.6M |
| Peloton Wealth Strategists | 0001080132 | Aug 10, 2026 | 91 | $270.5M |
| Burk Holdings LLC | 0002079815 | Aug 13, 2026 | 640 | $270.5M |
| Howard Wealth Management, LLC | 0001766286 | Jul 21, 2026 | 156 | $270.5M |
| Evergreen Private Wealth LLC | 0002010098 | Jul 23, 2026 | 89 | $270.4M |
| Cascades Capital Asset Management, LLC | 0002035512 | Aug 14, 2026 | 167 | $270.4M |
| Citrine Capital LLC | 0002053242 | Jul 23, 2026 | 60 | $270.2M |
| Entrewealth, LLC | 0002052200 | Aug 14, 2026 | 140 | $269.9M |
| NavPoint Financial, Inc. | 0002009813 | Jul 23, 2026 | 74 | $269.9M |
| Verisail Partners, LLC | 0002016904 | Jul 14, 2026 | 26 | $269.8M |
| Titan Wealth (CI) Ltd | 0002109452 | Aug 12, 2026 | 51 | $269.3M |
| Allie Family Office LLC | 0001908612 | Aug 13, 2026 | 107 | $269.3M |
| Game Plan Financial Advisors, LLC | 0001802952 | Aug 7, 2026 | 465 | $269.2M |
| Monaco Asset Management SAM | 0001803593 | Aug 7, 2026 | 36 | $269.2M |
| Zeno Equity Partners LLP | 0002013334 | Aug 14, 2026 | 16 | $269.0M |
| Landesbank Baden-Wuerttemberg | 0000878519 | Aug 4, 2026 | 6 | $268.8M |
| 5T Wealth, LLC | 0002039313 | Jul 21, 2026 | 134 | $268.5M |
| V2 Financial group LLC | 0002022843 | Aug 11, 2026 | 123 | $268.5M |
| Oakcliff Capital Partners, LP | 0001657335 | Aug 13, 2026 | 9 | $268.5M |
| Cordgrass Capital Advisors, LLC | 0001912040 | Aug 6, 2026 | 224 | $268.4M |
| Carnegie Lake Advisors LLC | 0002043591 | Jul 24, 2026 | 167 | $268.2M |
| Moneywise, Inc. | 0001703080 | Jul 21, 2026 | 86 | $268.1M |
| Aspect Partners, LLC | 0001985284 | Jul 16, 2026 | 679 | $268.0M |
| Anb Bank | 0002067126 | Aug 12, 2026 | 127 | $268.0M |
| Everest Private Wealth | 0002056683 | Aug 7, 2026 | 85 | $268.0M |
| Empower Annuity Insurance Co | 0001444597 | Aug 12, 2026 | 1 | $268.0M |
| New England Professional Planning Group Inc. | 0001540867 | Jul 29, 2026 | 50 | $267.9M |
| Smith Shellnut Wilson LLC | 0000944317 | Aug 3, 2026 | 161 | $267.9M |
| Washington State Investment Board | 0000943712 | Aug 3, 2026 | 2 | $267.8M |
| Compass Financial Services Inc | 0002039088 | Jul 24, 2026 | 57 | $267.5M |
| Mad River Investors | 0001384484 | Aug 3, 2026 | 29 | $267.4M |
| HMS Capital Management, LLC | 0001689470 | Jul 21, 2026 | 120 | $267.4M |
| Johnson & White Wealth Management, LLC | 0001954136 | Jul 16, 2026 | 117 | $267.3M |
| Financial Guidance Group, Inc. | 0001929349 | Jul 22, 2026 | 91 | $267.3M |
| Paces Ferry Wealth Advisors, LLC | 0001819919 | Aug 13, 2026 | 136 | $267.2M |
| Financial Planning Navigators CORP | 0002102043 | Jul 28, 2026 | 70 | $267.2M |
| Ridgewood Investments LLC | 0001703556 | Aug 3, 2026 | 208 | $267.2M |
| FF Advisors,LLC | 0002011904 | Jul 29, 2026 | 123 | $267.0M |
| Troluce Capital Advisors LLC | 0001910321 | Aug 14, 2026 | 12 | $267.0M |
| Dupree Financial Group, LLC | 0001989251 | Jul 23, 2026 | 81 | $266.9M |
| Beta Wealth Group, Inc. | 0001594417 | Jul 24, 2026 | 114 | $266.6M |
| Family Office Research LLC | 0002041267 | Jul 27, 2026 | 85 | $266.6M |
| Howard Bailey Securities, LLC | 0002043986 | Aug 10, 2026 | 121 | $266.6M |
| Ssa Swiss Advisors AG | 0002066265 | Aug 5, 2026 | 107 | $266.5M |
| Rosalind Advisors, Inc. | 0001622627 | Aug 14, 2026 | 29 | $266.2M |
| Mishpacha Holdings Corp. | 0002111655 | Aug 4, 2026 | 4 | $266.2M |
| Forager Capital Management, LLC | 0001802986 | Aug 14, 2026 | 10 | $265.9M |
| Element Wealth, LLC | 0001802743 | Aug 14, 2026 | 212 | $265.8M |
| Retirement Guys Formula LLC | 0001933059 | Jul 30, 2026 | 158 | $265.7M |
| Vawter Financial, Ltd. | 0001974403 | Jul 24, 2026 | 131 | $265.5M |
| IMPACTfolio, LLC | 0001896447 | Jul 22, 2026 | 37 | $265.5M |
| Ballentine Capital Advisors, Inc | 0002011580 | Jul 23, 2026 | 26 | $265.4M |
| WMG Financial Advisors, LLC | 0001906711 | Jul 23, 2026 | 105 | $265.4M |
| Caldwell Sutter Capital, Inc. | 0000702007 | Aug 5, 2026 | 930 | $265.2M |
| Strategic Financial Partners, Ltd. | 0002027921 | Aug 3, 2026 | 88 | $265.1M |
| Hippocratic Financial Advisors, LLC | 0002055803 | Aug 3, 2026 | 39 | $265.1M |
| Pachira Investments Inc. | 0001563634 | Jul 17, 2026 | 78 | $265.0M |
| Mount Capital Ltd | 0001896379 | Aug 13, 2026 | 17 | $265.0M |
| Myecfo, LLC | 0001986457 | Aug 10, 2026 | 73 | $265.0M |
| Ghe, LLC | 0001910179 | Jul 30, 2026 | 57 | $264.9M |
| Raelipskie Partnership | 0002023896 | Aug 4, 2026 | 124 | $264.8M |
| Washington University | 0000903603 | Jul 14, 2026 | 3 | $264.8M |
| Diadema Partners LP | 0002026172 | Aug 14, 2026 | 78 | $264.7M |
| Keystone Global Partners, LLC | 0001764057 | Jul 16, 2026 | 57 | $264.5M |
| St. Johns Investment Management Company, LLC | 0001605522 | Aug 4, 2026 | 201 | $264.4M |
| Verity Asset Management, Inc. | 0001597298 | Aug 13, 2026 | 223 | $264.4M |
| Keyvantage Wealth, LLC | 0002050555 | Aug 11, 2026 | 95 | $264.3M |
| Boyd Wealth Management, LLC | 0001846114 | Jul 17, 2026 | 47 | $264.2M |
| Corecam Pte. Ltd. | 0002106977 | Jul 14, 2026 | 82 | $264.1M |
| Wayfinding Financial, LLC | 0001898131 | Aug 13, 2026 | 171 | $264.0M |
| Aragon Global Management, LP | 0001991518 | Aug 14, 2026 | 23 | $263.9M |
| Alpha Zero LLC | 0002079032 | Jul 20, 2026 | 107 | $263.8M |
| BlueChip Wealth Advisors LLC | 0002015578 | Jul 30, 2026 | 172 | $263.8M |
| Physician Wealth Solutions Inc. | 0002007116 | Jul 13, 2026 | 45 | $263.8M |
| Navis Wealth Advisors, LLC | 0001849055 | Aug 14, 2026 | 175 | $263.7M |
| GGM Financial LLC | 0002021722 | Jul 23, 2026 | 265 | $263.7M |
| Greenfield Savings Bank | 0001940406 | Jul 7, 2026 | 148 | $263.7M |
| VARCOV Co. | 0002078837 | Aug 14, 2026 | 352 | $263.4M |
| Investmark Advisory Group LLC | 0001926349 | Aug 7, 2026 | 148 | $263.3M |
| Krensavage Asset Management, LLC | 0001609251 | Aug 14, 2026 | 18 | $263.2M |
| Cambridge Capital Management, LLC | 0002078994 | Jul 30, 2026 | 47 | $263.0M |