| Moody Aldrich Partners LLC | 0000936941 | Jan 30, 2026 | 186 | $535.8M |
| Financial Sense Advisors, Inc. | 0001358828 | Feb 13, 2026 | 147 | $535.8M |
| LMG Wealth Partners, LLC | 0001965772 | Feb 2, 2026 | 153 | $536.0M |
| Global View Capital Management LLC | 0001994495 | Jan 14, 2026 | 137 | $536.5M |
| Symmetry Investments LP | 0001691919 | Feb 17, 2026 | 89 | $536.7M |
| Perkins Coie Trust Co | 0001513038 | Jan 12, 2026 | 273 | $537.0M |
| Liberty Capital Management, Inc. | 0001366838 | Jan 26, 2026 | 180 | $537.0M |
| Independent Investors Inc. | 0001121908 | Jan 15, 2026 | 69 | $538.1M |
| Broad Run Investment Management, LLC | 0001568621 | Feb 17, 2026 | 24 | $538.5M |
| Interchange Capital Partners, LLC | 0001845998 | Jan 30, 2026 | 424 | $539.1M |
| Stieven Capital Advisors, L.P. | 0001388279 | Feb 6, 2026 | 38 | $539.4M |
| Discipline Wealth Solutions, LLC | 0002010507 | Jan 26, 2026 | 168 | $539.5M |
| Encompass More Asset Management | 0002011218 | Feb 3, 2026 | 241 | $539.7M |
| CacheTech Inc. | 0002013390 | Feb 18, 2026 | 228 | $539.7M |
| Pilgrim Global Advisors LLC | 0001963918 | Feb 17, 2026 | 3 | $539.8M |
| Praesidium Investment Management Company, LLC | 0001320769 | Feb 17, 2026 | 12 | $540.0M |
| Marotta Asset Management | 0001802091 | Jan 7, 2026 | 102 | $540.2M |
| Belvedere Trading LLC | 0001632341 | Feb 10, 2026 | 257 | $540.2M |
| Cander Asset Management LP | 0002082399 | Feb 17, 2026 | 43 | $540.4M |
| Asset Allocation Strategies LLC | 0001922879 | Feb 13, 2026 | 162 | $540.4M |
| Patten Group, Inc. | 0001633207 | Jan 23, 2026 | 293 | $540.7M |
| Hexagon Capital Partners LLC | 0001831542 | Feb 6, 2026 | 78 | $540.9M |
| AA Financial Advisors, LLC | 0002016899 | Jan 14, 2026 | 208 | $541.0M |
| Summit Wealth Partners, LLC | 0002033312 | Jan 27, 2026 | 203 | $541.2M |
| Golden Reserve Retirement LLC | 0002066488 | Jan 29, 2026 | 130 | $541.6M |
| FLC Capital Advisors | 0001713697 | Feb 11, 2026 | 209 | $541.7M |
| Winslow Asset Management Inc. | 0001286534 | Feb 2, 2026 | 79 | $542.2M |
| Sterling Investment Advisors, Ltd. | 0001701132 | Feb 9, 2026 | 211 | $542.9M |
| Privium Fund Management B.V. | 0001795097 | Feb 3, 2026 | 57 | $543.1M |
| Independent Solutions Wealth Management, LLC | 0001818391 | Feb 5, 2026 | 173 | $544.3M |
| Blume Capital Management, Inc. | 0001587192 | Feb 5, 2026 | 330 | $544.4M |
| Community Financial Services Group, LLC | 0001537319 | Jan 15, 2026 | 98 | $544.6M |
| Saturn V Capital Management LP | 0001964437 | Feb 17, 2026 | 20 | $544.9M |
| Gibson Capital, LLC | 0001427372 | Feb 5, 2026 | 80 | $545.2M |
| First National Bank & Trust Co. of Newtown | 0001339908 | Jan 29, 2026 | 139 | $545.5M |
| Landesbank Baden-Wuerttemberg | 0000878519 | Jun 15, 2026 | 7 | $545.5M |
| Harraden Circle Investments, LLC | 0001910592 | Feb 13, 2026 | 180 | $545.6M |
| New Harbor Financial Group, LLC | 0001548577 | Jan 30, 2026 | 52 | $545.8M |
| Investors Research Corp | 0001730630 | Jan 6, 2026 | 846 | $546.1M |
| TLWM | 0001732537 | Jan 12, 2026 | 72 | $546.3M |
| J. H. Whitney Equity Partners VI, LLC | 0001394517 | Feb 13, 2026 | 1 | $546.5M |
| Aire Advisors, LLC | 0001908177 | Feb 17, 2026 | 154 | $546.9M |
| Studio Investment Management LLC | 0001893893 | Feb 9, 2026 | 180 | $547.3M |
| Presilium Private Wealth, LLC | 0001939831 | Jan 13, 2026 | 76 | $547.4M |
| Great Point Wealth Advisors, LLC | 0001760304 | Jan 26, 2026 | 64 | $547.9M |
| Key Financial Inc | 0001801720 | Feb 9, 2026 | 1,440 | $547.9M |
| Coerente Capital Management | 0001860790 | Jan 23, 2026 | 49 | $548.0M |
| Madison Wealth Partners, Inc | 0001844424 | Feb 10, 2026 | 207 | $548.1M |
| Keenan Capital, LLC | 0001647363 | Feb 13, 2026 | 9 | $549.0M |
| America First Investment Advisors, LLC | 0001308778 | Feb 9, 2026 | 42 | $549.1M |
| Pamplona Capital Management, LLC | 0001554913 | Feb 13, 2026 | 5 | $549.3M |
| Westover Capital Advisors, LLC | 0001483467 | Feb 9, 2026 | 230 | $549.4M |
| Advisors Management Group Inc. | 0000842766 | Jan 14, 2026 | 160 | $549.5M |
| USA Financial Formulas | 0001633716 | Jan 14, 2026 | 414 | $549.6M |
| VeraBank, N.A. | 0001767297 | Feb 11, 2026 | 180 | $549.8M |
| CDAM (UK) Ltd | 0001719387 | Feb 13, 2026 | 11 | $549.9M |
| Maxi Investments CY Ltd | 0001838222 | Feb 3, 2026 | 115 | $550.0M |
| Third Avenue Management LLC | 0001099281 | Feb 12, 2026 | 51 | $550.2M |
| Truvestments Capital LLC | 0001750405 | Feb 13, 2026 | 1,038 | $550.3M |
| Vestwell Advisors, LLC | 0002081474 | Feb 13, 2026 | 33 | $550.7M |
| Lathrop Investment Management Co. | 0001124841 | Feb 9, 2026 | 85 | $551.1M |
| Spinnaker Investment Group, LLC | 0001911067 | Jan 12, 2026 | 170 | $551.4M |
| Lincoln Capital LLC | 0001633862 | Jan 8, 2026 | 131 | $551.8M |
| MinichMacGregor Wealth Management, LLC | 0001744318 | Feb 17, 2026 | 136 | $551.9M |
| Financial Strategies Group, Inc. | 0001774343 | Feb 5, 2026 | 94 | $552.4M |
| DV Equities, LLC | 0001841659 | Feb 17, 2026 | 733 | $552.9M |
| RAM Investment Partners, LLC | 0001989672 | Feb 12, 2026 | 117 | $553.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0001731447 | Jan 14, 2026 | 115 | $553.0M |
| Marino, Stram & Associates LLC | 0001099762 | Jan 16, 2026 | 185 | $553.4M |
| Harfst & Associates, Inc. | 0001649147 | Feb 10, 2026 | 111 | $554.6M |
| IDG-Accel China Capital II Associates L.P. | 0001535769 | Feb 13, 2026 | 1 | $554.8M |
| Johnson & Johnson | 0000200406 | Mar 18, 2026 | 17 | $555.0M |
| Ramsay, Stattman, Vela & Price, Inc. | 0001541399 | Jan 23, 2026 | 80 | $555.2M |
| Act Two Investors LLC | 0001766907 | Feb 10, 2026 | 38 | $555.9M |
| SkyOak Wealth, LLC | 0001800379 | Feb 5, 2026 | 250 | $556.0M |
| Trybe Capital Management LP | 0001807902 | Feb 17, 2026 | 9 | $556.5M |
| Robotti Robert | 0001105838 | Feb 19, 2026 | 60 | $556.8M |
| Baker Chad R | 0001666470 | Jan 13, 2026 | 57 | $557.4M |
| Broad Peak Investment Advisers Pte Ltd | 0001547349 | Jan 29, 2026 | 20 | $557.8M |
| Wick Capital Partners, LLC | 0001904388 | Mar 2, 2026 | 203 | $557.9M |
| Standard General L.P. | 0001409888 | Feb 17, 2026 | 3 | $558.1M |
| Prevail Innovative Wealth Advisors, LLC | 0001989941 | Feb 6, 2026 | 188 | $558.1M |
| Te Ahumairangi Investment Management Ltd | 0001832237 | Feb 12, 2026 | 84 | $558.1M |
| McLean Asset Management Corp | 0001833140 | Jan 16, 2026 | 171 | $558.2M |
| Strong Tower Advisory Services | 0001889322 | Jan 23, 2026 | 97 | $558.5M |
| Webs Creek Capital Management LP | 0001825309 | Feb 17, 2026 | 21 | $558.7M |
| Simcoe Capital Management, LLC | 0001633362 | Feb 13, 2026 | 14 | $559.0M |
| Wealth High Governance Asset Management Ltda. | 0002111728 | Jul 9, 2026 | 53 | $559.3M |
| Mitchell Capital Management Co. | 0001080351 | Feb 10, 2026 | 117 | $559.4M |
| Twele Capital Management, Inc. | 0001411268 | Jan 9, 2026 | 39 | $559.6M |
| Old West Investment Management, LLC | 0001549358 | Feb 17, 2026 | 102 | $560.2M |
| Summit Securities Group LLC | 0001531593 | Feb 17, 2026 | 850 | $560.3M |
| Grace & White Inc. | 0000903064 | Jan 26, 2026 | 137 | $560.9M |
| Ithaka Group LLC | 0001484043 | Feb 10, 2026 | 39 | $561.0M |
| Sovereign Financial Group, Inc. | 0001846175 | Jan 7, 2026 | 345 | $561.1M |
| Tempo Wealth, LLC | 0002112005 | Feb 25, 2026 | 214 | $561.3M |
| Mason Capital Management LLC | 0001218735 | Feb 17, 2026 | 9 | $561.6M |
| Estuary Capital Management LP | 0001965005 | Feb 17, 2026 | 23 | $562.4M |
| Columbia Asset Management | 0001585047 | Jan 28, 2026 | 173 | $562.5M |
| Duncker Streett & Co. Inc. | 0001020585 | Jan 27, 2026 | 534 | $562.7M |