| Banyan Capital Management, Inc. | 0000846600 | May 1, 2026 | 55 | $232.1M |
| Vision One Management Partners, LP | 0001979969 | May 15, 2026 | 9 | $232.0M |
| Davidson Trust Co. | 0001133119 | Apr 20, 2026 | 176 | $232.0M |
| Silver Oak Advisory Group, Inc. | 0001906937 | May 1, 2026 | 80 | $231.8M |
| Resolute Wealth Strategies, LLC | 0001973981 | May 7, 2026 | 114 | $231.8M |
| Westfuller Advisors, LLC | 0002024115 | Apr 28, 2026 | 756 | $231.7M |
| SMA Capital LLC | 0002075338 | May 14, 2026 | 95 | $231.6M |
| Baugh & Associates, LLC | 0001730818 | Apr 16, 2026 | 44 | $231.5M |
| Redwood Wealth Management Group, LLC | 0001963839 | Apr 24, 2026 | 169 | $231.5M |
| Titan Wealth (CI) Ltd | 0002109452 | May 15, 2026 | 51 | $231.5M |
| Strategic Financial Partners, Ltd. | 0002027921 | May 1, 2026 | 81 | $231.5M |
| Samjo Management, LLC | 0001986590 | May 15, 2026 | 55 | $231.3M |
| Brentview Investment Management LLC | 0002052564 | May 14, 2026 | 63 | $231.3M |
| DG Capital Management, LLC | 0001512716 | May 13, 2026 | 19 | $231.2M |
| Cottage Street Advisors LLC | 0001665302 | Apr 20, 2026 | 138 | $231.1M |
| Saranac Partners Ltd | 0002098745 | May 15, 2026 | 91 | $231.1M |
| Commonwealth Bank of Australia | 0000008565 | May 13, 2026 | 2 | $231.0M |
| Compass Financial Services Inc | 0002039088 | May 1, 2026 | 56 | $230.9M |
| Massachusetts Wealth Management | 0001966011 | Apr 15, 2026 | 98 | $230.7M |
| Meros Investment Management, LP | 0001911372 | May 14, 2026 | 52 | $230.7M |
| Catalys Pacific, LLC | 0002011385 | May 14, 2026 | 2 | $230.7M |
| Yiheng Capital Management, L.P. | 0001447228 | May 15, 2026 | 24 | $230.7M |
| Corecam Pte. Ltd. | 0002106977 | Apr 14, 2026 | 65 | $230.7M |
| Citrine Capital LLC | 0002053242 | Apr 22, 2026 | 58 | $230.7M |
| 5th Street Advisors, LLC | 0001911026 | May 5, 2026 | 51 | $230.6M |
| rebel Financial LLC | 0002077940 | Apr 24, 2026 | 65 | $230.6M |
| Prairie Wealth Advisors, Inc. | 0002022783 | May 5, 2026 | 149 | $230.5M |
| Employees' Retirement Fund of the City of Fort Worth | 0001986812 | May 11, 2026 | 21 | $230.4M |
| IVC Wealth Advisors LLC | 0001842811 | Apr 16, 2026 | 173 | $230.3M |
| Wayfinding Financial, LLC | 0001898131 | May 12, 2026 | 157 | $230.3M |
| Dogwood Wealth Management LLC | 0002056922 | May 12, 2026 | 860 | $230.3M |
| Pavion Blue Capital, LLC | 0001792565 | May 6, 2026 | 108 | $230.2M |
| Family Office Research LLC | 0002041267 | May 13, 2026 | 75 | $230.2M |
| Cherry Creek Investment Advisors, Inc. | 0001877829 | Apr 30, 2026 | 124 | $230.1M |
| Trail Ridge Investment Advisors, LLC | 0001911013 | May 5, 2026 | 99 | $230.1M |
| Insight 2811, Inc. | 0001334952 | May 7, 2026 | 98 | $230.0M |
| McCarter Private Wealth Services LLC | 0002036922 | May 15, 2026 | 171 | $230.0M |
| Aurelius Family Office LLC | 0002053738 | Apr 8, 2026 | 47 | $230.0M |
| Soros Capital Management LLC | 0001748240 | May 15, 2026 | 47 | $229.9M |
| Haven Private, LLC | 0002053665 | May 5, 2026 | 166 | $229.6M |
| Quantum Portfolio Management LLC | 0002003672 | May 1, 2026 | 254 | $229.6M |
| Highland Peak Capital, LLC | 0001961320 | May 13, 2026 | 13 | $229.6M |
| Barnes Pettey Financial Advisors, LLC | 0001908288 | Apr 24, 2026 | 156 | $229.4M |
| Allie Family Office LLC | 0001908612 | Sep 1, 2026 | 103 | $229.4M |
| Cloud Capital Management, LLC | 0002060492 | May 12, 2026 | 105 | $229.4M |
| NerdWallet Wealth Partners, LLC | 0002079593 | May 5, 2026 | 59 | $229.2M |
| Altura Wealth Advisors Inc. | 0001931465 | May 12, 2026 | 75 | $229.1M |
| Smith Shellnut Wilson LLC | 0000944317 | Aug 3, 2026 | 145 | $229.1M |
| Granite Harbor Advisors, Inc. | 0001967456 | Apr 23, 2026 | 129 | $229.1M |
| ADW Capital Management, LLC | 0001745214 | May 15, 2026 | 8 | $229.0M |
| Two Point Capital Management, Inc. | 0001962382 | Apr 22, 2026 | 28 | $229.0M |
| Moneywise, Inc. | 0001703080 | Apr 27, 2026 | 82 | $229.0M |
| Abound Financial, LLC | 0002024264 | May 4, 2026 | 283 | $228.9M |
| Worth Financial Advisory Group, LLC | 0001964358 | May 4, 2026 | 50 | $228.9M |
| Stuart Investment Advisors, Inc. | 0001910180 | Apr 21, 2026 | 27 | $228.9M |
| One Wealth Capital Management, LLC | 0002050308 | May 4, 2026 | 120 | $228.8M |
| IRON Financial LLC | 0001595509 | Apr 27, 2026 | 145 | $228.8M |
| Cosmic Management, LLC | 0002113747 | May 13, 2026 | 4 | $228.8M |
| NBZ Investment Advisors LLC | 0001998018 | May 4, 2026 | 67 | $228.6M |
| My Personal CFO, LLC | 0001916366 | Apr 22, 2026 | 88 | $228.4M |
| Palogic Value Management, L.P. | 0001532943 | May 15, 2026 | 164 | $228.3M |
| Chris Bulman Inc | 0002032404 | Apr 13, 2026 | 150 | $228.3M |
| Conrad N. Hilton Foundation | 0001729242 | May 15, 2026 | 2 | $228.3M |
| Financial Planning Navigators CORP | 0002102043 | Apr 22, 2026 | 51 | $228.1M |
| Union Savings Bank | 0001985855 | Apr 17, 2026 | 320 | $228.1M |
| FNY Investment Advisers, LLC | 0001742998 | Apr 15, 2026 | 728 | $228.1M |
| FCG Investment Co | 0002011697 | Apr 9, 2026 | 100 | $228.1M |
| Eagle Wealth Strategies LLC | 0002009882 | Apr 10, 2026 | 114 | $228.1M |
| Asset Planning Services Inc. /La/ | 0000811407 | Apr 21, 2026 | 35 | $228.1M |
| Hippocratic Financial Advisors, LLC | 0002055803 | Apr 21, 2026 | 33 | $228.0M |
| Ceera Investments, LLC | 0001860698 | May 6, 2026 | 93 | $228.0M |
| Forte Asset Management LLC | 0001927129 | Apr 27, 2026 | 76 | $227.9M |
| BlueChip Wealth Advisors LLC | 0002015578 | May 5, 2026 | 147 | $227.8M |
| Cascade Wealth Advisors, Inc | 0002018936 | May 12, 2026 | 60 | $227.7M |
| Financial Futures Ltd Liability Co. | 0001911616 | Apr 22, 2026 | 72 | $227.6M |
| Arbor Trust Wealth Advisors, LLC | 0001797135 | Apr 29, 2026 | 90 | $227.6M |
| eCIO, Inc. | 0001830823 | Apr 14, 2026 | 42 | $227.6M |
| Maripau Wealth Management LLC | 0001890698 | May 28, 2026 | 166 | $227.5M |
| Purkiss Capital Advisors LLC | 0002053150 | May 4, 2026 | 168 | $227.4M |
| Client First Capital LLC | 0001822065 | Apr 27, 2026 | 26 | $227.4M |
| Brogan Financial, Inc. | 0001889918 | May 11, 2026 | 56 | $227.4M |
| Grove Street Fiduciary, LLC | 0002054682 | Apr 22, 2026 | 74 | $227.0M |
| Shelton Wealth Management, LLC | 0001903883 | Apr 28, 2026 | 124 | $227.0M |
| Keyvantage Wealth, LLC | 0002050555 | May 5, 2026 | 91 | $227.0M |
| PFC Capital Group, Inc. | 0002010374 | May 13, 2026 | 90 | $226.8M |
| Schear Investment Advisers, LLC | 0001962838 | Apr 28, 2026 | 77 | $226.8M |
| Optimist Retirement Group LLC | 0002011850 | May 11, 2026 | 113 | $226.7M |
| Hiley Hunt Wealth Management | 0002048051 | Apr 6, 2026 | 47 | $226.7M |
| Dudley Capital Management, LLC | 0001965760 | May 5, 2026 | 139 | $226.7M |
| Oakcliff Capital Partners, LP | 0001657335 | May 15, 2026 | 8 | $226.6M |
| GEM Asset Management, LLC | 0001963319 | Apr 10, 2026 | 107 | $226.6M |
| Steadview Capital Management LLC | 0001844008 | May 1, 2026 | 12 | $226.6M |
| Cane Capital Partners, LLC | 0002086121 | Apr 24, 2026 | 121 | $226.6M |
| Westport Asset Management Inc. | 0000811454 | May 15, 2026 | 78 | $226.5M |
| BancFirst Trust & Investment Management | 0001914099 | Apr 1, 2026 | 42 | $226.3M |
| Patron Partners, LLC | 0001841768 | Apr 29, 2026 | 185 | $226.3M |
| Horizon Financial Services, LLC | 0001674020 | Apr 15, 2026 | 425 | $226.2M |
| Ergawealth Advisors, Inc. | 0001973209 | Apr 27, 2026 | 55 | $226.2M |
| Endowment Wealth Management, Inc. | 0001904477 | May 8, 2026 | 165 | $226.1M |
| MOKAN Wealth Management Inc. | 0002053727 | May 1, 2026 | 109 | $225.9M |