| Whelan Financial | 0001894921 | Feb 2, 2026 | 95 | $320.1M |
| Selective Wealth Management, Inc. | 0001755670 | Jan 16, 2026 | 108 | $320.3M |
| Whetstone Capital Advisors, LLC | 0001607278 | Feb 13, 2026 | 54 | $320.5M |
| Purus Wealth Management, LLC | 0001844250 | Jan 27, 2026 | 150 | $320.6M |
| Towne Trust Company, N.A | 0001102256 | Jan 26, 2026 | 326 | $320.7M |
| Patriot Financial Partners GP II, L.P. | 0002061817 | Feb 10, 2026 | 11 | $320.7M |
| KP Management LLC | 0002036769 | Feb 17, 2026 | 54 | $321.0M |
| Core Wealth Management, Inc. | 0001965150 | Jan 28, 2026 | 41 | $321.1M |
| Tyro Capital Management LLC | 0001915395 | Feb 13, 2026 | 11 | $321.3M |
| Permit Capital, LLC | 0001313978 | Feb 11, 2026 | 19 | $321.4M |
| Select Asset Management & Trust | 0001600636 | Feb 10, 2026 | 76 | $321.5M |
| Cavalier Investments, LLC | 0001655543 | Feb 13, 2026 | 60 | $321.6M |
| Darwin Wealth Management, LLC | 0001663224 | Jan 22, 2026 | 660 | $321.9M |
| Prairiewood Capital, LLC | 0001839695 | Jan 26, 2026 | 75 | $322.1M |
| Acima Private Wealth, LLC | 0001761961 | Jan 15, 2026 | 176 | $322.2M |
| Genesis Private Wealth, LLC | 0001965529 | Jan 8, 2026 | 180 | $322.3M |
| Bruce & Co., Inc. | 0001358331 | Feb 13, 2026 | 39 | $322.5M |
| Cloverfields Capital Group, LP | 0001819581 | Feb 13, 2026 | 90 | $322.7M |
| Guardian Point Capital, LP | 0001595932 | Feb 17, 2026 | 12 | $323.2M |
| Donoghue Forlines LLC | 0001702435 | Feb 5, 2026 | 113 | $323.4M |
| Penobscot Wealth Management | 0001875768 | Feb 12, 2026 | 105 | $323.5M |
| Moseley Investment Management Inc. | 0000906396 | Jan 20, 2026 | 165 | $323.6M |
| Kingdom Financial Group LLC. | 0001962236 | Feb 6, 2026 | 751 | $323.6M |
| Nepsis Inc. | 0001587643 | Jan 14, 2026 | 30 | $323.6M |
| Brady Family Wealth, LLC | 0001971456 | Jan 7, 2026 | 108 | $324.0M |
| Flagship Pioneering, LLC | 0001400240 | Feb 17, 2026 | 4 | $324.0M |
| Blue Owl Capital Holdings LP | 0001858703 | Feb 20, 2026 | 80 | $324.0M |
| Weybosset Research & Management LLC | 0001280604 | Jan 6, 2026 | 35 | $324.3M |
| Aurdan Capital Management, LLC | 0002057382 | Jan 12, 2026 | 86 | $324.3M |
| Financial Life Advisors | 0001730813 | Jan 30, 2026 | 53 | $324.3M |
| Baron Wealth Management LLC | 0001968507 | Jan 14, 2026 | 259 | $324.5M |
| Cosmic Management, LLC | 0002113747 | Feb 25, 2026 | 4 | $324.6M |
| Myriad Asset Management Advisors LLC | 0002069031 | Feb 11, 2026 | 48 | $324.6M |
| Essential Partners LLC | 0002136442 | May 21, 2026 | 2,772 | $324.8M |
| Stiles Financial Services Inc | 0001904832 | Feb 3, 2026 | 172 | $324.8M |
| Pegasus Asset Management, Inc. | 0001729049 | Aug 6, 2026 | 68 | $324.8M |
| Ferguson Shapiro LLC | 0001767433 | Jan 26, 2026 | 81 | $325.0M |
| Tilson Financial Group, Inc. | 0001964820 | Feb 5, 2026 | 83 | $325.0M |
| Centerpoint Advisors, LLC | 0001733788 | Feb 13, 2026 | 416 | $325.1M |
| Cape Investment Advisory, Inc. | 0001944437 | Feb 17, 2026 | 1,308 | $325.1M |
| Knox Lane LP | 0002109564 | Feb 13, 2026 | 1 | $325.2M |
| Olde Wealth Management, LLC | 0001840760 | Feb 12, 2026 | 116 | $325.2M |
| HTG Investment Advisors, Inc. | 0001963875 | Feb 2, 2026 | 76 | $325.5M |
| Paragon Private Wealth Management, LLC | 0001922684 | Feb 11, 2026 | 220 | $325.7M |
| All Terrain Financial Advisors, LLC | 0001731358 | Feb 11, 2026 | 97 | $325.7M |
| Veery Capital, LLC | 0001844375 | Jan 27, 2026 | 94 | $325.8M |
| Anchyra Partners LLC | 0002107106 | Jan 29, 2026 | 259 | $326.0M |
| Uniting Wealth Partners, LLC | 0002056414 | Feb 13, 2026 | 153 | $326.2M |
| Pine Harbor Wealth Management, LLC | 0002016051 | Jan 20, 2026 | 106 | $326.3M |
| Oak Family Advisors, LLC | 0001846161 | Feb 3, 2026 | 101 | $326.4M |
| EDENTREE ASSET MANAGEMENT Ltd | 0001980273 | Feb 12, 2026 | 63 | $326.5M |
| American Financial Group Inc. 401(K) Retirement & Savings Plan | 0000943719 | Feb 12, 2026 | 1 | $326.8M |
| Reston Wealth Management LLC | 0001767617 | Feb 12, 2026 | 64 | $326.9M |
| Somerset Trust Co | 0001597099 | Jan 9, 2026 | 180 | $326.9M |
| JCIC Asset Management Inc. | 0001492040 | Jan 22, 2026 | 114 | $326.9M |
| Fi3 FINANCIAL ADVISORS, LLC | 0001862427 | Feb 6, 2026 | 192 | $326.9M |
| Matthew 25 Management Corp | 0001351431 | Feb 3, 2026 | 21 | $327.0M |
| Alpha Financial Advisors, LLC | 0001972138 | Jan 20, 2026 | 67 | $327.0M |
| Churchill Financial Advisors, LLC | 0002095935 | Feb 9, 2026 | 122 | $327.3M |
| Sage Financial Management Group, Inc. | 0001762086 | Feb 5, 2026 | 58 | $327.4M |
| Independent Wealth Network Inc. | 0001891240 | Jan 26, 2026 | 287 | $327.4M |
| Vectors Research Management, LLC | 0001750557 | Feb 3, 2026 | 121 | $327.6M |
| Perbak Capital Partners LLP | 0001968437 | Feb 17, 2026 | 219 | $327.7M |
| TigerOak Management, L.L.C. | 0002052586 | Jan 21, 2026 | 122 | $327.9M |
| SMART Wealth LLC | 0002044723 | Jan 26, 2026 | 188 | $328.0M |
| MADDEN SECURITIES Corp | 0001803566 | Feb 4, 2026 | 115 | $328.0M |
| Claris Advisors, LLC / Mo / | 0001905092 | Jan 16, 2026 | 68 | $328.1M |
| Orion Investment Co | 0002033920 | Feb 11, 2026 | 68 | $328.2M |
| Ameliora Wealth Management Ltd. | 0001910168 | Jan 21, 2026 | 227 | $328.3M |
| Cowa, LLC | 0001844480 | Feb 12, 2026 | 152 | $328.6M |
| Seneca Financial Advisors LLC | 0002082922 | Jan 26, 2026 | 64 | $328.6M |
| Yong Rong (HK) Asset Management Ltd | 0001738071 | Jan 30, 2026 | 17 | $328.6M |
| Cisco Systems, Inc. | 0000858877 | Jan 12, 2026 | 4 | $329.0M |
| Taylor Hoffman Capital Management LLC | 0002042493 | Feb 11, 2026 | 117 | $329.2M |
| Atlas Wealth LLC | 0001964106 | Feb 5, 2026 | 108 | $329.3M |
| Pioneer Wealth Management Group | 0001973339 | Jan 12, 2026 | 53 | $329.4M |
| Kanen Wealth Management LLC | 0001681614 | Feb 18, 2026 | 31 | $329.4M |
| Matthews International Capital Management LLC | 0001028074 | Jan 29, 2026 | 40 | $329.4M |
| Cherrydale Wealth Management, LLC | 0001907327 | Jan 13, 2026 | 79 | $329.5M |
| Schorn Wealth LLC | 0001792851 | Jan 22, 2026 | 75 | $329.5M |
| Aragon Global Management, LP | 0001991518 | Feb 17, 2026 | 32 | $329.5M |
| Metropolitan Life Insurance Co | 0000728618 | Feb 12, 2026 | 11 | $329.7M |
| Gill Capital Partners, LLC | 0000729563 | Feb 10, 2026 | 138 | $329.8M |
| Hixon Zuercher, LLC | 0001806752 | Jan 26, 2026 | 88 | $329.8M |
| Carmel Capital Management L.L.C. | 0001878547 | Jan 28, 2026 | 23 | $330.0M |
| Aft, Forsyth & Sober, LLC | 0001566801 | Feb 13, 2026 | 58 | $330.1M |
| Shayne & Jacobs, LLC | 0001484085 | Jan 27, 2026 | 95 | $330.3M |
| Whitefort Capital Management, LP | 0001884931 | Feb 17, 2026 | 17 | $330.5M |
| Squire Investment Management Company, LLC | 0002031291 | Jan 22, 2026 | 74 | $330.5M |
| Riverview Capital Advisers, LLC | 0001962933 | Feb 17, 2026 | 91 | $330.5M |
| Consolidated Capital Management, LLC | 0001666613 | Feb 10, 2026 | 79 | $330.5M |
| Harbor Advisory Corp. | 0001100710 | Feb 6, 2026 | 78 | $330.6M |
| Glassy Mountain Advisors, Inc. | 0001914617 | Feb 10, 2026 | 77 | $330.7M |
| Foresite Capital Management VI LLC | 0002013341 | Feb 17, 2026 | 12 | $330.8M |
| Gilliland Jeter Wealth Management LLC | 0002009886 | Jan 23, 2026 | 174 | $330.8M |
| 360 Financial, Inc. | 0001802324 | Feb 13, 2026 | 77 | $330.9M |
| Comprehensive Financial Consultants Institutional, Inc. | 0001915714 | Jan 29, 2026 | 189 | $331.1M |
| PFW Advisors LLC | 0001989744 | Jan 12, 2026 | 121 | $331.1M |
| Baker Boyer National Bank | 0001079398 | Feb 3, 2026 | 94 | $331.2M |
| Keystone Financial Services | 0001865158 | Feb 12, 2026 | 121 | $331.3M |