| SmartHarvest Portfolios, LLC | 0002066604 | Apr 21, 2026 | 387 | $239.7M |
| Cadence Wealth Management LLC | 0001845250 | May 12, 2026 | 58 | $239.7M |
| Mb, Levis & Associates, LLC | 0002065807 | Apr 8, 2026 | 234 | $239.7M |
| Strategic Investment Management, LLC | 0000846633 | May 5, 2026 | 14 | $239.5M |
| Boyum Wealth Architects LLC | 0002068635 | May 4, 2026 | 73 | $239.3M |
| New England Professional Planning Group Inc. | 0001540867 | May 13, 2026 | 49 | $239.3M |
| HF Capital, LLC | 0002063476 | May 7, 2026 | 5 | $239.2M |
| Gunderson Capital Management LLC | 0001792397 | Apr 22, 2026 | 46 | $239.2M |
| Mendel Money Management | 0001600585 | May 4, 2026 | 137 | $239.0M |
| Myecfo, LLC | 0001986457 | Apr 8, 2026 | 66 | $239.0M |
| Forefront Wealth Partners, LLC | 0002068112 | Apr 17, 2026 | 162 | $238.9M |
| JBR Co Financial Management Inc | 0002017878 | Apr 8, 2026 | 120 | $238.9M |
| Pfizer Inc | 0000078003 | May 12, 2026 | 18 | $238.8M |
| Dow Chemical Co. | 0000029915 | May 13, 2026 | 5 | $238.8M |
| Orange County Employees Retirement System | 0002107791 | May 8, 2026 | 2 | $238.8M |
| Capstone Wealth Management Group, LLC | 0001923052 | Apr 29, 2026 | 97 | $238.8M |
| Mechanics Financial Corp | 0001821336 | May 6, 2026 | 232 | $238.7M |
| Torrey Growth & Income Advisors | 0002087822 | Apr 21, 2026 | 110 | $238.6M |
| Genesee Capital Advisors, LLC | 0001652348 | Apr 22, 2026 | 138 | $238.6M |
| Saraza Management, LP | 0001894188 | May 14, 2026 | 20 | $238.6M |
| Cascades Capital Asset Management, LLC | 0002035512 | May 15, 2026 | 158 | $238.6M |
| Wealth Watch Advisors, INC | 0002040515 | May 15, 2026 | 108 | $238.6M |
| Wealth Advisors Northwest LLC | 0002053892 | Apr 9, 2026 | 57 | $238.4M |
| Verity Asset Management, Inc. | 0001597298 | Apr 21, 2026 | 213 | $238.4M |
| Mine & Arao Wealth Creation & Management, LLC. | 0001802994 | Apr 29, 2026 | 75 | $238.3M |
| SimpliFi, Inc. | 0001716983 | Apr 23, 2026 | 43 | $238.2M |
| Red Tortoise LLC | 0001910488 | Apr 21, 2026 | 590 | $238.1M |
| Gallatin Point Capital LLC | 0001708030 | May 12, 2026 | 2 | $238.1M |
| InvesTrust | 0002050848 | Apr 7, 2026 | 91 | $238.0M |
| Keener Financial Planning LLC | 0002004495 | May 1, 2026 | 58 | $237.9M |
| GPM Growth Investors, Inc. | 0001799367 | Apr 24, 2026 | 41 | $237.8M |
| Vawter Financial, Ltd. | 0001974403 | Aug 4, 2026 | 122 | $237.7M |
| Archer Investment Management, LLC | 0002052868 | Apr 8, 2026 | 108 | $237.7M |
| St. Johns Investment Management Company, LLC | 0001605522 | Apr 28, 2026 | 193 | $237.7M |
| CNB Bank | 0001732074 | May 6, 2026 | 522 | $237.7M |
| Values Added Financial LLC | 0001973921 | Apr 20, 2026 | 134 | $237.7M |
| Howard Wealth Management, LLC | 0001766286 | May 11, 2026 | 142 | $237.6M |
| Millington Financial Advisors, LLC | 0001924615 | May 8, 2026 | 119 | $237.4M |
| Evolution Advisers, Inc. | 0001906967 | May 1, 2026 | 162 | $237.3M |
| TradeWell Securities, LLC. | 0002066232 | Apr 13, 2026 | 50 | $237.2M |
| FreeGulliver LLC | 0002032561 | May 15, 2026 | 115 | $237.2M |
| One Plus One Wealth Management, LLC | 0001860132 | Apr 20, 2026 | 89 | $237.2M |
| ASO GROUP Ltd | 0002108771 | Apr 22, 2026 | 56 | $237.1M |
| Integrated Capital Management, LLC | 0002040070 | Apr 17, 2026 | 62 | $237.1M |
| Foresite Capital Management IV, LLC | 0001704132 | May 15, 2026 | 8 | $237.1M |
| Birmingham Capital Management Co. Inc. | 0000918504 | May 27, 2026 | 89 | $237.1M |
| Pilgrim Partners Asia Pte Ltd | 0002012674 | May 12, 2026 | 117 | $237.1M |
| Bayshore Capital Advisors, LLC | 0001598176 | Apr 14, 2026 | 41 | $237.0M |
| Guardian Financial Partners, LLC | 0001723514 | Apr 15, 2026 | 66 | $236.9M |
| Caerus Investment Advisors, LLC | 0001862682 | Jun 1, 2026 | 278 | $236.8M |
| Mid-American Wealth Advisory Group, Inc. | 0001911264 | Apr 23, 2026 | 55 | $236.7M |
| Tekne Capital Management, LLC | 0001558971 | May 14, 2026 | 3 | $236.7M |
| Windle Wealth, LLC | 0001963452 | May 11, 2026 | 32 | $236.7M |
| New England Research & Management, Inc. | 0001596077 | May 7, 2026 | 143 | $236.6M |
| Boyd Wealth Management, LLC | 0001846114 | Apr 20, 2026 | 48 | $236.5M |
| DSC Meridian Capital LP | 0001970572 | May 15, 2026 | 12 | $236.5M |
| StoneCrest Wealth Management, Inc. | 0002008409 | Apr 8, 2026 | 73 | $236.4M |
| Johnson & White Wealth Management, LLC | 0001954136 | Apr 15, 2026 | 106 | $236.3M |
| Sightline Wealth Advisors, LLC | 0001841979 | Apr 15, 2026 | 91 | $236.3M |
| Keeler Thomas Management LLC | 0001730660 | May 12, 2026 | 118 | $236.3M |
| Raelipskie Partnership | 0002023896 | Apr 29, 2026 | 119 | $236.2M |
| OnyxPoint Global Management LP | 0001961491 | May 15, 2026 | 15 | $236.2M |
| Kaizen Financial Strategies | 0001842013 | May 1, 2026 | 170 | $236.2M |
| Foundry Financial LLC | 0002085325 | Apr 22, 2026 | 71 | $236.1M |
| Gables Capital Management Inc. | 0001740839 | May 1, 2026 | 472 | $236.0M |
| PFG Private Wealth Management, LLC | 0001799957 | May 15, 2026 | 74 | $235.8M |
| Armstrong, Fleming & Moore, Inc | 0001990099 | Apr 13, 2026 | 108 | $235.6M |
| Causey Wealth LLC | 0002132639 | May 13, 2026 | 81 | $235.6M |
| Abbot Financial Management, Inc. | 0001714341 | May 13, 2026 | 132 | $235.3M |
| IMPACTfolio, LLC | 0001896447 | Apr 30, 2026 | 35 | $235.3M |
| I.G.Y. Ltd | 0001811472 | May 12, 2026 | 3 | $235.3M |
| J. R. Prunier Capital Management LLC | 0002136331 | Jun 15, 2026 | 67 | $235.2M |
| ACT Advisors, LLC. | 0001842554 | Apr 14, 2026 | 78 | $235.2M |
| Cna Financial Corp. | 0000021175 | May 15, 2026 | 15 | $235.2M |
| Elevation Capital Advisory, LLC | 0001871112 | May 8, 2026 | 65 | $234.9M |
| Elemental Capital Partners LLC | 0001860672 | Apr 27, 2026 | 12 | $234.9M |
| Rubicon Global Capital Ltd | 0002055276 | Apr 27, 2026 | 10 | $234.6M |
| Clarus Wealth Advisors | 0001730149 | Apr 8, 2026 | 88 | $234.6M |
| Midwest Financial Group LLC | 0001967193 | Apr 22, 2026 | 126 | $234.5M |
| Greenfield Savings Bank | 0001940406 | Apr 16, 2026 | 143 | $234.5M |
| Bernard Wealth Management Corp. | 0002056313 | May 15, 2026 | 360 | $234.4M |
| Compass Wealth Management, LLC | 0002076480 | May 15, 2026 | 72 | $234.1M |
| Heritage Wealth Management, Inc./Texas | 0001966400 | May 6, 2026 | 41 | $234.0M |
| Investmark Advisory Group LLC | 0001926349 | May 15, 2026 | 142 | $233.7M |
| Accel Leaders 3 Associates L.P. | 0001832690 | May 8, 2026 | 1 | $233.7M |
| Ardent Capital Management, Inc. | 0001888792 | May 14, 2026 | 47 | $233.6M |
| Matisse Capital | 0001668256 | May 8, 2026 | 163 | $233.6M |
| J.H. Whitney Equity Partners VII, LLC | 0001567459 | May 7, 2026 | 1 | $233.4M |
| Eastover Investment Advisors LLC | 0001472800 | Apr 8, 2026 | 50 | $233.4M |
| Burk Holdings LLC | 0002079815 | May 8, 2026 | 674 | $233.3M |
| Christensen, King & Associates Investment Services, Inc. | 0002032544 | Apr 20, 2026 | 105 | $233.1M |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 0002011874 | May 12, 2026 | 16 | $233.0M |
| Foursixthree Capital LP | 0001897652 | May 15, 2026 | 15 | $232.8M |
| Eos Management, L.P. | 0001548882 | May 5, 2026 | 41 | $232.8M |
| Flagship Wealth Advisors, LLC | 0002036117 | Jun 1, 2026 | 350 | $232.7M |
| Lakeridge Wealth Management LLC | 0002012028 | Apr 8, 2026 | 169 | $232.6M |
| Tree Line Advisors (Hong Kong) Ltd. | 0001535096 | May 14, 2026 | 3 | $232.6M |
| Northbridge Financial Group, LLC | 0001968850 | Apr 15, 2026 | 168 | $232.4M |
| Kilter Group LLC | 0002058915 | May 14, 2026 | 1,568 | $232.1M |
| Cambridge Capital Management, LLC | 0002078994 | Apr 29, 2026 | 44 | $232.1M |