| Kercheville Advisors, LLC | 0001890748 | Jan 29, 2026 | 117 | $381.7M |
| Cim Investment Management Inc. | 0001179791 | Feb 17, 2026 | 247 | $381.9M |
| Stevens Capital Partners | 0001965176 | Jan 27, 2026 | 103 | $382.1M |
| BankPlus Trust Department | 0002047270 | Jan 27, 2026 | 459 | $382.3M |
| Prosperity Planning, Inc. | 0001843292 | Jan 14, 2026 | 108 | $382.3M |
| Bain Capital Credit, LP | 0001317947 | Feb 17, 2026 | 6 | $382.3M |
| Lester Murray Antman dba SimplyRich | 0001725888 | Jan 23, 2026 | 199 | $382.4M |
| Cardinal Strategic Wealth Guidance | 0001801989 | Jan 27, 2026 | 59 | $382.7M |
| SEG Family Corp. | 0002080629 | Feb 13, 2026 | 1 | $382.7M |
| Naria Inc. | 0002012185 | Jan 12, 2026 | 1 | $382.7M |
| Bay Harbor Wealth Management, LLC | 0001767989 | Feb 2, 2026 | 1,317 | $382.8M |
| EnCap Partners GP, LLC | 0001726182 | Feb 17, 2026 | 2 | $382.8M |
| Sherborne Investors Management LP | 0001406672 | Feb 2, 2026 | 1 | $382.8M |
| Roberts Wealth Advisors, LLC | 0001885319 | Jan 13, 2026 | 99 | $383.2M |
| Bluescape Energy Partners LLC | 0001629283 | Feb 17, 2026 | 5 | $383.3M |
| Accel Leaders 4 Associates L.P. | 0001923783 | Feb 6, 2026 | 1 | $383.4M |
| Opal Wealth Advisors, LLC | 0001844201 | Jan 26, 2026 | 206 | $383.5M |
| Premier Financial Group | 0001989061 | Feb 9, 2026 | 55 | $383.5M |
| Wbi Investments, LLC | 0001397424 | Feb 13, 2026 | 307 | $383.6M |
| Aquire Wealth Advisors, LLC | 0001745945 | Jan 7, 2026 | 48 | $384.3M |
| Boltwood Capital Management | 0001563690 | Jan 2, 2026 | 182 | $384.6M |
| Delta Financial Advisors LLC | 0001790295 | Feb 6, 2026 | 149 | $384.6M |
| Home Federal Bank of Tennessee | 0001665446 | Jan 20, 2026 | 78 | $384.7M |
| Hartford Financial Management Inc. | 0001352526 | Jan 21, 2026 | 338 | $384.9M |
| Seafarer Capital Partners, LLC | 0001697721 | Jan 9, 2026 | 9 | $385.0M |
| Plan Group Financial, LLC | 0001940033 | Feb 3, 2026 | 202 | $385.3M |
| O'Keefe Stevens Advisory, Inc. | 0001780565 | Jan 8, 2026 | 66 | $385.3M |
| Core Wealth Advisors, Inc. | 0001770532 | Feb 17, 2026 | 94 | $385.4M |
| Eldred Rock Partners, LLC | 0001984180 | Jan 16, 2026 | 32 | $385.5M |
| First Washington CORP | 0001390043 | Feb 13, 2026 | 58 | $386.1M |
| TrueWealth Advisors, LLC | 0001817714 | Jan 7, 2026 | 241 | $386.2M |
| Legacy Wealth Partners, LLC | 0002066638 | Feb 17, 2026 | 177 | $386.3M |
| TriaGen Wealth Management LLC | 0001843848 | Jan 27, 2026 | 176 | $386.6M |
| United Wealth Management, LLC | 0002055362 | Feb 11, 2026 | 24 | $386.6M |
| Hollow Brook Wealth Management LLC | 0001455251 | Feb 17, 2026 | 79 | $386.6M |
| Pinnbrook Capital Management LP | 0001856103 | Feb 6, 2026 | 84 | $386.8M |
| One Charles Private Wealth Services, LLC | 0001800938 | Feb 6, 2026 | 170 | $386.8M |
| Supplemental Annuity Collective Trust of NJ | 0001483065 | Jan 29, 2026 | 210 | $386.9M |
| WIM INVESTMENT MANAGEMENT Ltd | 0002042565 | Feb 5, 2026 | 22 | $386.9M |
| Northstar Asset Management Inc. | 0000869304 | Feb 12, 2026 | 88 | $387.2M |
| GSG Advisors LLC | 0001995773 | Jan 8, 2026 | 134 | $387.4M |
| St. Clair Advisors, LLC | 0002056292 | Jan 20, 2026 | 81 | $387.5M |
| KG Capital Management | 0001771687 | Jan 23, 2026 | 197 | $387.5M |
| Searle & Co. | 0000710127 | Feb 13, 2026 | 187 | $387.6M |
| Princeton Capital Management LLC | 0001167026 | Feb 6, 2026 | 141 | $387.6M |
| Quaker Capital Investments, LLC | 0001633648 | Feb 13, 2026 | 22 | $387.7M |
| ETF Portfolio Partners, Inc. | 0001635342 | Jan 20, 2026 | 68 | $387.7M |
| Peak Financial Management, Inc. | 0001669662 | Jan 23, 2026 | 98 | $387.7M |
| Range Advisory, LLC | 0002152629 | Sep 2, 2026 | 196 | $387.8M |
| Gradient Capital Advisors, LLC | 0001727917 | Feb 6, 2026 | 174 | $388.0M |
| Hilltop Partners LLC | 0001957867 | Feb 10, 2026 | 127 | $388.0M |
| West Branch Capital LLC | 0001738723 | Jan 16, 2026 | 415 | $388.1M |
| HighVista Strategies LLC | 0001335325 | Feb 17, 2026 | 145 | $388.3M |
| NovaPoint Capital, LLC | 0001815025 | Jan 21, 2026 | 79 | $388.3M |
| Lansing Street Advisors | 0001926571 | Jan 26, 2026 | 138 | $388.7M |
| Investment Advisory Group, LLC | 0001910273 | Jan 23, 2026 | 194 | $388.7M |
| WealthTrust Axiom LLC | 0001425949 | Feb 13, 2026 | 272 | $388.7M |
| Wexford Capital LP | 0001048462 | Feb 13, 2026 | 367 | $388.8M |
| MPS Loria Financial Planners, LLC | 0001716180 | Feb 3, 2026 | 85 | $389.0M |
| Ifrah Financial Services, Inc. | 0001382646 | Jan 22, 2026 | 209 | $389.4M |
| Dockside LLC | 0002074563 | Feb 13, 2026 | 183 | $389.4M |
| Bard Associates Inc. | 0001105907 | Feb 13, 2026 | 240 | $389.5M |
| Wilson Asset Management (international) PTY Ltd. | 0001914472 | Feb 3, 2026 | 42 | $389.6M |
| Flagstone Financial Management | 0001968890 | Feb 9, 2026 | 66 | $389.9M |
| Lead Edge Capital Management, LLC | 0001802797 | Feb 17, 2026 | 8 | $389.9M |
| BNC Wealth Management, LLC | 0001821549 | Jan 22, 2026 | 106 | $389.9M |
| P2 Capital Partners, LLC | 0001406313 | Feb 17, 2026 | 10 | $390.3M |
| Siemens AG | 0000940418 | Feb 17, 2026 | 1 | $390.4M |
| Sinvest Investments II Ltd. | 0002096569 | Feb 13, 2026 | 1 | $390.4M |
| Xcel Wealth Management, LLC | 0001791002 | Jan 26, 2026 | 143 | $390.4M |
| Retirement Management Systems Inc. | 0002110516 | Feb 12, 2026 | 54 | $390.7M |
| Strategic Advocates LLC | 0001991340 | Feb 11, 2026 | 637 | $390.9M |
| Safeguard Investment Advisory Group, LLC | 0001846711 | Feb 13, 2026 | 148 | $390.9M |
| Peterson Wealth Services | 0001906799 | Feb 12, 2026 | 218 | $391.1M |
| Quadratic Capital Management LLC | 0001697722 | Jan 13, 2026 | 2 | $391.2M |
| Sollinda Capital Management LLC | 0002012034 | Jan 15, 2026 | 74 | $391.5M |
| Divergent Planning, LLC | 0001730787 | Jan 12, 2026 | 36 | $391.5M |
| BCGM Wealth Management, LLC | 0001830467 | Jan 7, 2026 | 174 | $391.9M |
| Engaged Capital LLC | 0001559771 | Feb 17, 2026 | 9 | $392.0M |
| CV Advisors LLC | 0001872254 | Jan 20, 2026 | 48 | $392.1M |
| Pacific Center for Financial Services | 0001698222 | Feb 17, 2026 | 475 | $392.1M |
| Redmond Asset Management, LLC | 0001567890 | Feb 9, 2026 | 197 | $392.2M |
| Sequent Planning LLC | 0002009724 | Feb 5, 2026 | 226 | $392.9M |
| Trustees of Dartmouth College | 0001599404 | Jan 14, 2026 | 9 | $393.3M |
| Kelly Financial Group LLC | 0001128066 | Jan 23, 2026 | 96 | $393.4M |
| Rinkey Investments | 0001730774 | Feb 4, 2026 | 129 | $393.8M |
| Performa Ltd (US), LLC | 0001650303 | Feb 10, 2026 | 50 | $394.1M |
| Gardner Lewis Asset Management L P | 0000941560 | Feb 12, 2026 | 77 | $394.4M |
| Ironsides Asset Advisors, LLC | 0001615135 | Feb 12, 2026 | 76 | $394.5M |
| Channel Wealth LLC | 0001975550 | Feb 3, 2026 | 172 | $395.0M |
| Div Capital Phoenix Assets Ltd | 0002089718 | Feb 12, 2026 | 13 | $395.1M |
| LPWM LLC | 0001801101 | Jan 6, 2026 | 87 | $396.4M |
| tru Independence LLC | 0001785445 | Jan 22, 2026 | 132 | $396.6M |
| Once Capital Management, LLC | 0001712892 | Feb 10, 2026 | 19 | $396.6M |
| Sunflower Bank, N.A. | 0001818759 | Jan 9, 2026 | 154 | $396.9M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0002071170 | Feb 13, 2026 | 682 | $397.2M |
| Astoria Strategic Wealth, Inc. | 0001777914 | Feb 5, 2026 | 35 | $397.3M |
| Vodafone Ventures Ltd | 0001855428 | Feb 17, 2026 | 1 | $397.4M |
| First Wilshire Securities Management Inc. | 0000732847 | Feb 12, 2026 | 87 | $397.5M |
| Bridgefront Capital, LLC | 0001725690 | Feb 13, 2026 | 492 | $397.8M |