| Altus Wealth Management, LLC | 0001802107 | Jul 17, 2025 | 30 | $208.9M |
| Melia Wealth LLC | 0001964047 | Jul 28, 2025 | 21 | $208.8M |
| Greykasell Wealth Strategies, Inc. | 0002041220 | Aug 11, 2025 | 311 | $208.7M |
| Optimist Retirement Group LLC | 0002011850 | Aug 15, 2025 | 117 | $208.6M |
| Aristotle Pacific Capital, LLC | 0001844577 | Aug 14, 2025 | 6 | $208.5M |
| Integrated Capital Management, LLC | 0002040070 | Jul 22, 2025 | 60 | $208.5M |
| Ardent Capital Management, Inc. | 0001888792 | Jul 30, 2025 | 43 | $208.5M |
| New Vernon Capital Holdings II LLC | 0001512538 | Aug 14, 2025 | 68 | $208.4M |
| Roubaix Capital, LLC | 0001769700 | Aug 13, 2025 | 51 | $208.4M |
| Emprise Bank | 0002018815 | Jul 9, 2025 | 101 | $208.3M |
| Moser Wealth Advisors, LLC | 0001803081 | Jul 31, 2025 | 200 | $208.3M |
| Aerodigm Wealth, LLC | 0001927705 | Jul 28, 2025 | 78 | $208.3M |
| Ayrshire Capital Management LLC | 0001801563 | Jul 10, 2025 | 47 | $208.3M |
| Continuum Wealth Advisors, LLC | 0001966482 | Aug 5, 2025 | 62 | $208.2M |
| Hamilton Capital Partners, LLC | 0002037578 | Jul 17, 2025 | 22 | $208.2M |
| Shore Point Advisors, LLC | 0001907092 | Jul 9, 2025 | 70 | $208.2M |
| MTC Wealth Management LLC | 0001821455 | Jul 30, 2025 | 13 | $208.1M |
| Marshall & Sullivan Inc. | 0000820123 | Jul 11, 2025 | 119 | $208.1M |
| Bull Street Advisors, LLC | 0001790837 | Jul 25, 2025 | 89 | $208.0M |
| DCF Advisers, LLC | 0001802493 | Aug 12, 2025 | 75 | $208.0M |
| Trail Ridge Investment Advisors, LLC | 0001911013 | Aug 5, 2025 | 104 | $208.0M |
| Boit C F David | 0001308331 | Jul 30, 2025 | 122 | $207.9M |
| Sage Capital Management, LLC | 0002030667 | Aug 5, 2025 | 157 | $207.8M |
| CMT Capital Markets Trading GmbH | 0001632813 | Aug 13, 2025 | 72 | $207.7M |
| Breed's Hill Capital LLC | 0001963222 | Aug 8, 2025 | 140 | $207.7M |
| Ssa Swiss Advisors AG | 0002066265 | Jul 31, 2025 | 118 | $207.5M |
| Financial Council, LLC | 0001883629 | Jul 21, 2025 | 93 | $207.4M |
| Grove Street Fiduciary, LLC | 0002054682 | Aug 13, 2025 | 73 | $207.4M |
| Fortress Wealth Management, Inc. | 0001908099 | Jul 10, 2025 | 72 | $207.4M |
| Win Advisors, Inc. | 0001897144 | Aug 14, 2025 | 48 | $207.3M |
| Vista Investment Partners Ii, LLC | 0002035219 | Aug 7, 2025 | 135 | $207.3M |
| Cordant, Inc. | 0001830942 | Jul 15, 2025 | 68 | $207.2M |
| LYNX Capital Group Ltd. | 0001013287 | Aug 12, 2026 | 80 | $207.2M |
| Montz Harcus Wealth Management LLC | 0001918613 | Jul 21, 2025 | 84 | $207.2M |
| Sightline Wealth Advisors, LLC | 0001841979 | Jul 15, 2025 | 90 | $207.1M |
| Fsa Wealth Partners, Inc. | 0001731221 | Jul 21, 2025 | 48 | $207.1M |
| Whitebark Investors LP | 0002042091 | Aug 14, 2025 | 9 | $207.1M |
| Burns Matteson Capital Management, LLC | 0001894164 | Jul 15, 2025 | 186 | $207.0M |
| Lloyd Advisory Services, LLC. | 0001802474 | Jul 16, 2025 | 99 | $207.0M |
| Savoir Faire Capital Management, L.P. | 0001710593 | Aug 4, 2025 | 46 | $206.9M |
| Rings Capital Management LLC | 0001771122 | Aug 14, 2025 | 7 | $206.8M |
| Dravo Bay LLC | 0001910389 | Aug 5, 2025 | 48 | $206.7M |
| S.A. Mason LLC | 0001800911 | Jul 14, 2025 | 362 | $206.7M |
| Rosalind Advisors, Inc. | 0001622627 | Aug 14, 2025 | 29 | $206.6M |
| Cary Street Partners Investment Advisory LLC | 0001766904 | Aug 13, 2025 | 591 | $206.6M |
| Arrow Capital Pty Ltd | 0002005134 | Aug 14, 2025 | 29 | $206.6M |
| State Insurance Fund | 0001970005 | Jul 10, 2025 | 1 | $206.5M |
| Compass Financial Services Inc | 0002039088 | Aug 8, 2025 | 302 | $206.5M |
| Citadel Investment Advisory, Inc. | 0001811907 | Aug 5, 2025 | 83 | $206.5M |
| Silver Oak Advisory Group, Inc. | 0001906937 | Jul 31, 2025 | 73 | $206.4M |
| Mendon Capital Advisors Corp. | 0001177043 | Aug 14, 2025 | 50 | $206.3M |
| Values Added Financial LLC | 0001973921 | Jul 23, 2025 | 121 | $206.3M |
| Revere Asset Management, Inc | 0001849529 | Feb 23, 2026 | 25 | $206.1M |
| Harvest Management LLC | 0001140315 | Aug 14, 2025 | 46 | $206.1M |
| Financial Guidance Group, Inc. | 0001929349 | Jul 29, 2025 | 84 | $205.9M |
| Pinnacle Family Advisors, LLC | 0001679064 | Aug 14, 2025 | 124 | $205.8M |
| Ironwood Investment Management LLC | 0001127761 | Aug 13, 2025 | 167 | $205.5M |
| Bellevue Asset Management, LLC | 0001801619 | Jul 23, 2025 | 472 | $205.5M |
| Lodestone Wealth Management LLC | 0001950158 | Aug 12, 2025 | 168 | $205.4M |
| Prime Capital Management Co Ltd | 0001448793 | Aug 14, 2025 | 3 | $205.3M |
| Stilwell Value LLC | 0001397076 | Aug 6, 2025 | 30 | $205.3M |
| Notis-McConarty Edward | 0001592616 | Jul 23, 2025 | 78 | $205.2M |
| Cresta Advisors, Ltd. | 0001947670 | Jul 16, 2025 | 47 | $205.2M |
| Interactive Financial Advisors, Inc. | 0001419099 | Jul 29, 2025 | 87 | $205.1M |
| IVC Wealth Advisors LLC | 0001842811 | Jul 22, 2025 | 174 | $205.1M |
| Integrity Wealth Solutions LLC | 0002006918 | Aug 5, 2025 | 113 | $205.1M |
| Northstar Advisory Group, LLC | 0001816000 | Jul 8, 2025 | 100 | $204.9M |
| Red Tortoise LLC | 0001910488 | Jul 22, 2025 | 595 | $204.8M |
| Thomas H Lee Partners LP | 0001260945 | Aug 6, 2025 | 1 | $204.8M |
| Dogwood Wealth Management LLC | 0002056922 | Jul 18, 2025 | 694 | $204.7M |
| Beaton Management Co. Inc. | 0001714678 | Aug 12, 2025 | 135 | $204.7M |
| Parkshore Wealth Management, Inc. | 0002024251 | Jul 14, 2025 | 64 | $204.6M |
| Windle Wealth, LLC | 0001963452 | Jul 23, 2025 | 33 | $204.6M |
| HighMark Wealth Management LLC | 0001802451 | Jul 21, 2025 | 616 | $204.5M |
| Forager Capital Management, LLC | 0001802986 | Aug 13, 2025 | 11 | $204.5M |
| Arbor Trust Wealth Advisors, LLC | 0001797135 | Aug 7, 2025 | 84 | $204.4M |
| Castlekeep Investment Advisors LLC | 0001404780 | Aug 5, 2025 | 87 | $204.4M |
| Martin Worley Group | 0002049542 | Aug 12, 2025 | 91 | $204.4M |
| YANKCOM Partnership | 0002036975 | Aug 12, 2025 | 316 | $204.4M |
| JGP Global Gestao de Recursos Ltda. | 0001536562 | Jul 22, 2025 | 45 | $204.3M |
| Aflac Inc | 0000004977 | Aug 6, 2025 | 3 | $204.1M |
| Findell Capital Management LLC | 0001814465 | Aug 14, 2025 | 11 | $204.1M |
| Peak XV Partners Operations LLC | 0001886840 | Aug 14, 2025 | 1 | $204.0M |
| Evolution Advisers, Inc. | 0001906967 | Jul 25, 2025 | 156 | $204.0M |
| Myecfo, LLC | 0001986457 | Jul 11, 2025 | 59 | $203.9M |
| Viewpoint Capital Management LLC | 0001906223 | Jul 23, 2025 | 136 | $203.8M |
| Centerline Wealth Advisors, LLC | 0001802059 | Jul 15, 2025 | 42 | $203.8M |
| Advisor Resource Council | 0001820879 | Aug 11, 2025 | 174 | $203.8M |
| Breach Inlet Capital Management, LLC | 0002009914 | Aug 14, 2025 | 8 | $203.7M |
| PSI Advisors, LLC | 0001779040 | Aug 12, 2025 | 114 | $203.7M |
| Significant Wealth Partners LLC | 0001964680 | Jul 15, 2025 | 96 | $203.6M |
| Hidden Lake Asset Management LP | 0001750312 | Aug 14, 2025 | 28 | $203.5M |
| Team Financial Group, LLC | 0001845163 | Jul 22, 2025 | 251 | $203.4M |
| Aletheian Wealth Advisors LLC | 0001922281 | Jul 7, 2025 | 100 | $203.3M |
| Elite Financial, Inc. | 0002059349 | Aug 11, 2025 | 53 | $203.2M |
| Tribune Investment Group LP | 0002000730 | Aug 14, 2025 | 24 | $203.1M |
| Cooper/Haims Advisors, LLC | 0001654033 | Aug 12, 2025 | 85 | $203.0M |
| Advantage Trust Co | 0002009346 | Jul 30, 2025 | 207 | $203.0M |
| Point72 Italy, S.r.l. | 0002006887 | Aug 14, 2025 | 29 | $202.9M |
| JW Asset Management, LLC | 0001549738 | Aug 11, 2025 | 19 | $202.9M |