| Safeguard Investment Advisory Group, LLC | 0001846711 | Aug 13, 2026 | 178 | $433.1M |
| Shah Wealth Advisors, LLC | 0002149018 | Aug 7, 2026 | 79 | $433.3M |
| Creative Capital Management Investments LLC | 0001957363 | Jul 24, 2026 | 1,438 | $433.5M |
| BRC Group Holdings, Inc. | 0001464790 | Aug 14, 2026 | 37 | $433.6M |
| Bay Harbor Wealth Management, LLC | 0001767989 | Jul 28, 2026 | 1,293 | $433.6M |
| Clark Estates Inc. | 0001056466 | Aug 5, 2026 | 90 | $433.7M |
| One Charles Private Wealth Services, LLC | 0001800938 | Jul 15, 2026 | 175 | $433.9M |
| Seafarer Capital Partners, LLC | 0001697721 | Aug 4, 2026 | 9 | $433.9M |
| Divisar Capital Management LLC | 0001645721 | Aug 14, 2026 | 28 | $434.0M |
| Hussman Strategic Advisors, Inc. | 0001179475 | Aug 3, 2026 | 231 | $434.0M |
| Neo Ivy Capital Management | 0001727783 | Aug 14, 2026 | 345 | $434.0M |
| New Republic Capital, LLC | 0001989988 | Jul 31, 2026 | 352 | $434.2M |
| Carr Financial Group Corp | 0001931232 | Aug 6, 2026 | 182 | $434.4M |
| Cape Ann Asset Management Ltd | 0001768237 | Aug 11, 2026 | 12 | $434.4M |
| MPS Loria Financial Planners, LLC | 0001716180 | Jul 30, 2026 | 91 | $435.0M |
| Lionstone Capital Management LLC | 0001575662 | Aug 14, 2026 | 11 | $435.0M |
| Segra Capital Management, LLC | 0001607512 | Aug 12, 2026 | 7 | $435.0M |
| Goodman Advisory Group, LLC | 0001864123 | Aug 12, 2026 | 69 | $435.0M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 0001729522 | Aug 14, 2026 | 2 | $435.3M |
| Peak Financial Management, Inc. | 0001669662 | Jul 20, 2026 | 114 | $435.5M |
| Able Wealth Management LLC | 0002011908 | Jul 29, 2026 | 182 | $435.8M |
| Bare Financial Services, Inc | 0002009426 | Jul 27, 2026 | 1,784 | $435.9M |
| Aquire Wealth Advisors, LLC | 0001745945 | Aug 6, 2026 | 53 | $436.0M |
| Monarch Capital Management Inc. | 0000938759 | Jul 22, 2026 | 130 | $436.2M |
| Prosperity Planning, Inc. | 0001843292 | Jul 10, 2026 | 117 | $436.3M |
| Boltwood Capital Management | 0001563690 | Jul 6, 2026 | 192 | $436.4M |
| City State Bank | 0001910666 | Jul 14, 2026 | 809 | $436.4M |
| IDG-Accel China Capital II Associates L.P. | 0001535769 | Aug 7, 2026 | 1 | $436.8M |
| Westend Capital Management, LLC | 0001331997 | Aug 7, 2026 | 242 | $437.2M |
| Strategic Investment Solutions, Inc. | 0001960144 | Jul 8, 2026 | 707 | $437.3M |
| Fairway Wealth LLC | 0002019393 | Jul 24, 2026 | 239 | $437.4M |
| Prudent Man Advisors, LLC | 0001817174 | Aug 5, 2026 | 141 | $437.5M |
| Citizens & Northern Corp. | 0000810958 | Jul 17, 2026 | 117 | $437.7M |
| Astoria Strategic Wealth, Inc. | 0001777914 | Jul 16, 2026 | 36 | $437.8M |
| Bridge City Capital, LLC | 0001713521 | Aug 11, 2026 | 114 | $438.1M |
| HighVista Strategies LLC | 0001335325 | Aug 14, 2026 | 147 | $438.6M |
| New Capital Management LP | 0001696731 | Jul 14, 2026 | 60 | $439.0M |
| Turiya Advisors Asia Ltd | 0001554179 | Aug 12, 2026 | 3 | $439.6M |
| Euclidean Capital LLC | 0001825034 | Aug 14, 2026 | 11 | $439.8M |
| Roberts Wealth Advisors, LLC | 0001885319 | Jul 30, 2026 | 111 | $440.3M |
| Droms Strauss Advisors Inc. /Mo/ | 0001053292 | Aug 10, 2026 | 81 | $440.5M |
| Advus Financial Partners, LLC | 0002150676 | Aug 25, 2026 | 261 | $440.5M |
| Long Walk Management LP | 0001869470 | Aug 14, 2026 | 14 | $440.8M |
| Cardinal Strategic Wealth Guidance | 0001801989 | Jul 30, 2026 | 67 | $441.0M |
| Morton Brown Family Wealth, LLC | 0001909851 | Jul 21, 2026 | 416 | $441.1M |
| Pioneer Trust Bank N A | 0001006435 | Jul 23, 2026 | 87 | $441.1M |
| Alta Advisers Ltd | 0001536114 | Aug 12, 2026 | 219 | $441.2M |
| ADAPT Investment Managers SA | 0002029917 | Jul 27, 2026 | 27 | $441.2M |
| EdgeRock Capital LLC | 0001908378 | Jul 24, 2026 | 134 | $441.3M |
| Twin Peaks Wealth Advisors, LLC | 0002006218 | Aug 13, 2026 | 226 | $441.5M |
| Doliver Advisors, LP | 0000938077 | Jul 10, 2026 | 190 | $441.6M |
| Sagewood Asset Management LP | 0001693636 | Jul 29, 2026 | 432 | $442.0M |
| Cerro Pacific Wealth Advisors LLC | 0001842669 | Jul 15, 2026 | 165 | $442.2M |
| HWG Holdings LP | 0001599390 | Jul 14, 2026 | 44 | $442.2M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0001707856 | Jul 9, 2026 | 55 | $442.2M |
| Bouvel Investment Partners, LLC | 0001839122 | Jul 17, 2026 | 84 | $442.3M |
| Adams Street Partners LLC | 0001193586 | Aug 14, 2026 | 4 | $442.7M |
| Warren Street Wealth Advisors, LLC | 0001703496 | Jul 23, 2026 | 149 | $442.7M |
| Peak Planning Group, LLC | 0002097384 | Aug 12, 2026 | 128 | $443.1M |
| Princeton Capital Management LLC | 0001167026 | Aug 11, 2026 | 145 | $443.4M |
| Alpine Woods Capital Investors, LLC | 0001226886 | Aug 7, 2026 | 218 | $443.5M |
| TrueWealth Advisors, LLC | 0001817714 | Jul 8, 2026 | 235 | $443.6M |
| Duncan Williams Asset Management, LLC | 0002011771 | Jul 22, 2026 | 172 | $443.6M |
| Vance Wealth, LLC | 0001910854 | Aug 14, 2026 | 137 | $443.7M |
| SK Wealth Management, LLC | 0001867958 | Aug 12, 2026 | 80 | $444.0M |
| Empirical Asset Management, LLC | 0001926596 | Aug 10, 2026 | 448 | $444.0M |
| Venator Management LLC | 0001838211 | Aug 13, 2026 | 27 | $444.0M |
| Tidemark, LLC | 0002009591 | Aug 10, 2026 | 935 | $444.2M |
| Wakefield Asset Management LLLP | 0001600435 | Aug 11, 2026 | 225 | $444.2M |
| Arjuna Capital | 0001703208 | Aug 14, 2026 | 113 | $444.3M |
| Tradewinds, LLC. | 0001932342 | Aug 14, 2026 | 215 | $444.3M |
| Accel Wealth Management | 0001838226 | Jul 10, 2026 | 305 | $444.4M |
| United Wealth Management, LLC | 0002055362 | Jul 23, 2026 | 24 | $444.4M |
| Dodds Wealth, LLC | 0001973728 | Aug 6, 2026 | 56 | $444.6M |
| CGC Financial Services, LLC | 0001992785 | Jul 13, 2026 | 337 | $444.7M |
| Dumont & Blake Investment Advisors LLC | 0001287618 | Aug 7, 2026 | 204 | $445.1M |
| Little House Capital LLC | 0001748814 | Aug 7, 2026 | 113 | $445.1M |
| Tillman Hartley LLC | 0001966355 | Aug 6, 2026 | 94 | $445.1M |
| Searle & Co. | 0000710127 | Jul 27, 2026 | 194 | $445.1M |
| Legacy Wealth Partners, LLC | 0002066638 | Jul 22, 2026 | 189 | $445.3M |
| Howard Hughes Medical Institute | 0000810386 | Aug 14, 2026 | 30 | $445.4M |
| Meridian Management Co. | 0000806097 | Aug 4, 2026 | 84 | $445.6M |
| Hunter Perkins Capital Management, LLC | 0001808919 | Jul 16, 2026 | 149 | $445.6M |
| Tyro Capital Management LLC | 0001915395 | Aug 13, 2026 | 15 | $445.7M |
| Maniro Ltd | 0002102426 | Aug 14, 2026 | 29 | $445.7M |
| Brown, Lisle/Cummings, Inc. | 0000014745 | Sep 2, 2026 | 1,054 | $445.8M |
| Channel Wealth LLC | 0001975550 | Aug 4, 2026 | 188 | $445.9M |
| Columbia Bank | 0002017259 | Jul 24, 2026 | 165 | $446.0M |
| Fosun International Ltd | 0001447884 | Aug 12, 2026 | 73 | $446.2M |
| Wellington Shields & Co., LLC | 0001506073 | Aug 10, 2026 | 329 | $446.5M |
| World Equity Group, Inc. | 0000878770 | Jul 9, 2026 | 375 | $446.6M |
| Flagship Wealth Advisors, LLC | 0002036117 | Jul 27, 2026 | 484 | $446.7M |
| Quadrant Private Wealth Management, LLC | 0001727454 | Jul 30, 2026 | 177 | $446.8M |
| O'Neil Global Advisors, Inc. | 0001861159 | Aug 10, 2026 | 62 | $447.1M |
| Flagstone Financial Management | 0001968890 | Jul 21, 2026 | 77 | $447.2M |
| Brown Wealth Management, LLC | 0001987005 | Jul 20, 2026 | 134 | $447.2M |
| Syquant Capital Sas | 0001766392 | Jul 9, 2026 | 38 | $447.2M |
| Dynamic Technology Lab Private Ltd | 0001535387 | Aug 13, 2026 | 632 | $447.4M |
| Watchman Group, Inc. | 0001748726 | Jul 27, 2026 | 73 | $447.4M |
| Level Financial Advisors | 0001871734 | Jul 15, 2026 | 95 | $447.5M |