| Lloyd Harbor Capital Management, LLC | 0001847935 | May 15, 2026 | 20 | $193.2M |
| Downshift Financial, LLC | 0002118380 | Apr 29, 2026 | 77 | $193.2M |
| Cassady Wealth & Retirement Planning, LLC | 0002121075 | May 18, 2026 | 101 | $193.1M |
| Promethium Advisors,llc | 0002034073 | Apr 22, 2026 | 112 | $193.1M |
| Galilei Investment Office LLP | 0002043729 | May 13, 2026 | 25 | $193.0M |
| Carson Advisory Inc. | 0001909304 | May 7, 2026 | 188 | $192.9M |
| OmniStar Financial Group, Inc. | 0001698777 | May 15, 2026 | 108 | $192.8M |
| Athena Investment Management | 0001921093 | May 12, 2026 | 153 | $192.8M |
| RCS Financial Planning, LLC | 0001963347 | Apr 21, 2026 | 98 | $192.8M |
| Whipplewood Advisors, LLC | 0002052510 | Apr 30, 2026 | 1,065 | $192.7M |
| Keystone Financial Group, Inc. | 0002053642 | Apr 21, 2026 | 134 | $192.4M |
| Client First Investment Management LLC | 0002018284 | Apr 13, 2026 | 16 | $192.4M |
| Gross & Hartman Investments LLC | 0001966094 | May 15, 2026 | 72 | $192.3M |
| Legacy Financial Independent Advisors LLC | 0002131510 | May 5, 2026 | 113 | $192.2M |
| Westview Management dba Westview Investment Advisors | 0002073768 | May 8, 2026 | 70 | $192.2M |
| KRM Wealth Management L.L.C. | 0002126518 | Apr 23, 2026 | 43 | $191.9M |
| Intelligent Financial Strategies | 0001911000 | Apr 28, 2026 | 62 | $191.9M |
| Riverchase Wealth Management, LLC | 0002055985 | Apr 20, 2026 | 73 | $191.9M |
| Values First Advisors, Inc. | 0001913608 | Apr 17, 2026 | 179 | $191.9M |
| C V Starr & Co. Inc. | 0001340459 | May 11, 2026 | 5 | $191.8M |
| Corrado Advisors, LLC | 0001482611 | Apr 30, 2026 | 115 | $191.7M |
| Arch Global Advisors, LLC | 0002126837 | Apr 15, 2026 | 53 | $191.6M |
| Cincinnati Casualty Co. | 0001279888 | May 11, 2026 | 24 | $191.5M |
| VAUGHAN & Co SECURITIES, INC. | 0000805870 | Apr 27, 2026 | 57 | $191.4M |
| Prime Buchholz LLC | 0002051999 | May 14, 2026 | 22 | $191.3M |
| Granville Capital, Inc. | 0001404784 | May 11, 2026 | 86 | $191.3M |
| Pennsylvania State University | 0002134719 | May 14, 2026 | 2 | $191.3M |
| Sharp Capital Gestora de Recursos Ltda. | 0001818890 | May 15, 2026 | 6 | $191.2M |
| Lipe & Dalton | 0001570396 | Apr 30, 2026 | 92 | $191.0M |
| TFB Advisors LLC | 0001965201 | Apr 20, 2026 | 180 | $191.0M |
| Birch Capital Management, LLC | 0001799859 | Apr 15, 2026 | 78 | $190.8M |
| Mill Road Capital Management LLC | 0001512275 | May 15, 2026 | 24 | $190.8M |
| Elevatus Welath Management | 0001982776 | Apr 15, 2026 | 141 | $190.8M |
| HG Vora Capital Management, LLC | 0001525362 | May 15, 2026 | 7 | $190.8M |
| Kentucky Trust Co | 0002054100 | Apr 17, 2026 | 311 | $190.8M |
| Shearwater Capital LLC | 0001905665 | Apr 9, 2026 | 71 | $190.7M |
| Junk Investment Group, LLC | 0002112570 | May 8, 2026 | 88 | $190.7M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0002111343 | Apr 21, 2026 | 88 | $190.6M |
| GuidedMoney, LLC | 0002112951 | May 5, 2026 | 29 | $190.5M |
| Security Benefit Life Insurance Co. | 0000869772 | May 4, 2026 | 19 | $190.3M |
| Coign Capital Advisors LLC | 0002056441 | May 15, 2026 | 80 | $190.3M |
| Rachor Investment Advisory Services, LLC | 0002008792 | May 7, 2026 | 464 | $190.3M |
| Western Standard LLC | 0001517666 | May 5, 2026 | 23 | $190.2M |
| Resolute Capital Asset Partners LLC | 0001834913 | May 15, 2026 | 41 | $190.1M |
| Harspring Capital Management, LLC | 0001652327 | May 13, 2026 | 14 | $190.1M |
| Harrington Investments, INC | 0001386364 | Apr 13, 2026 | 84 | $190.0M |
| Green Ridge Wealth Planning LLC | 0002117069 | Apr 10, 2026 | 86 | $190.0M |
| Camarda Financial Advisors, LLC | 0001536444 | May 14, 2026 | 104 | $190.0M |
| Andrews Advisory Associates, LLC | 0002110646 | May 15, 2026 | 82 | $189.9M |
| Leslie Global Wealth, LLC | 0001954832 | May 15, 2026 | 79 | $189.8M |
| Smallwood Wealth Investment Management, LLC | 0001921304 | Apr 22, 2026 | 527 | $189.7M |
| Sheridan Capital Management, LLC | 0001926753 | Apr 28, 2026 | 31 | $189.7M |
| Bradley & Co. Private Wealth Management, LLC | 0001861678 | May 13, 2026 | 215 | $189.7M |
| Financial Architects, LLC | 0002008540 | Apr 21, 2026 | 25 | $189.6M |
| Laurel Wealth Planning LLC | 0001842010 | Apr 23, 2026 | 59 | $189.6M |
| Pacific Point Advisors, LLC | 0002056976 | May 4, 2026 | 133 | $189.5M |
| Steffes Financial, Ltd. | 0002110878 | May 15, 2026 | 32 | $189.5M |
| Pragma Gestao DE Patrimonio Ltd. | 0001555512 | May 14, 2026 | 18 | $189.3M |
| Horizon Family Wealth, Inc. | 0001910660 | May 8, 2026 | 88 | $189.3M |
| North Berkeley Wealth Management, LLC | 0002062383 | May 15, 2026 | 73 | $189.2M |
| Fortitude Financial, LLC | 0002066105 | Apr 24, 2026 | 39 | $189.0M |
| Mark Sheptoff Financial Planning, LLC | 0001607355 | May 11, 2026 | 510 | $188.9M |
| Gouws Capital LLC | 0001908828 | May 12, 2026 | 58 | $188.9M |
| Wasserstein Management, L.P. | 0001751492 | May 15, 2026 | 4 | $188.8M |
| MPWM Advisory Solutions, LLC | 0002056693 | May 13, 2026 | 577 | $188.8M |
| Two West Capital Advisors LLC | 0002026617 | May 4, 2026 | 96 | $188.7M |
| Knoll Capital Management, LLC | 0001325083 | May 15, 2026 | 37 | $188.7M |
| PTM Wealth Management, LLC | 0002061027 | Apr 9, 2026 | 56 | $188.7M |
| First City Capital Management, Inc. | 0001427350 | Apr 17, 2026 | 160 | $188.7M |
| CoreFirst Bank & Trust | 0001845199 | Jun 3, 2026 | 290 | $188.6M |
| Midwest Financial Partners Investments, Inc. | 0001968851 | Apr 23, 2026 | 76 | $188.6M |
| Grant Private Wealth Management Inc | 0002056418 | Apr 14, 2026 | 154 | $188.5M |
| Jones Kertz & Associates, Inc. | 0002104438 | Apr 24, 2026 | 66 | $188.3M |
| Beckerman Institutional, LLC | 0002043468 | May 4, 2026 | 121 | $188.2M |
| Strive Financial Group ,LLC | 0002090040 | May 15, 2026 | 720 | $188.1M |
| Thor Investment Management Inc. /Oh/ | 0000883734 | Jul 9, 2026 | 42 | $188.1M |
| Axis Wealth Partners, LLC | 0002052531 | Apr 24, 2026 | 174 | $188.1M |
| Sylvest Advisors, LLC | 0002044121 | Apr 22, 2026 | 70 | $188.0M |
| Keynote Financial Services LLC | 0002026127 | May 13, 2026 | 174 | $188.0M |
| Harvest Management LLC | 0001140315 | May 15, 2026 | 43 | $187.9M |
| Everstar Asset Management, LLC | 0002023744 | Apr 16, 2026 | 186 | $187.9M |
| Starwood Capital Group Management, L.L.C. | 0001388788 | May 15, 2026 | 6 | $187.8M |
| Winthrop Partners - WNY, LLC | 0001734109 | May 7, 2026 | 87 | $187.7M |
| Destiny Capital Corp | 0001965275 | May 12, 2026 | 53 | $187.7M |
| Independence Wealth Advisors, LLC | 0002001765 | Apr 20, 2026 | 90 | $187.6M |
| Davidson Kahn Capital Management, LLC | 0002055535 | Apr 23, 2026 | 62 | $187.6M |
| Boomfish Wealth Group, LLC | 0002010786 | Apr 22, 2026 | 87 | $187.3M |
| First County Bank | 0001983616 | Apr 3, 2026 | 162 | $187.3M |
| Transmarket Holdings LP | 0002134828 | May 13, 2026 | 39 | $187.2M |
| Chokshi & Queen Wealth Advisors, Inc | 0002057199 | May 18, 2026 | 64 | $187.2M |
| Wingate Wealth Advisors, Inc. | 0002041800 | May 1, 2026 | 121 | $187.1M |
| Pearl Planning LLC | 0002100519 | Apr 30, 2026 | 52 | $187.1M |
| Carroll Investors, Inc | 0001911400 | May 15, 2026 | 31 | $187.1M |
| Beacon Advisors Holdings, LLC | 0002114314 | Apr 27, 2026 | 37 | $187.0M |
| Darwins River Capital, LP | 0002064978 | May 15, 2026 | 38 | $186.8M |
| Hoge Financial Services, LLC | 0001989834 | Apr 20, 2026 | 72 | $186.8M |
| Virginia Wealth Management Group, Inc. | 0001898282 | Apr 29, 2026 | 55 | $186.8M |
| Whalen Wealth Management Inc. | 0001894447 | Apr 13, 2026 | 174 | $186.7M |
| Amansa Capital Pte. LTD. | 0001660773 | Apr 30, 2026 | 2 | $186.7M |
| Hurley Capital, LLC | 0001632844 | May 6, 2026 | 627 | $186.4M |