| Matthew Goff Investment Advisor, LLC | 0000935359 | Apr 17, 2026 | 107 | $599.9M |
| Lone Peak Global Investors LLC | 0001730467 | May 15, 2026 | 42 | $600.4M |
| Citizens National Bank Trust Department | 0001806425 | May 4, 2026 | 382 | $600.6M |
| Clear Trail Advisors, LLC | 0002097856 | Apr 17, 2026 | 149 | $600.6M |
| Onex Canada Asset Management Inc. | 0000905790 | May 15, 2026 | 78 | $601.1M |
| North Peak Capital Management, LLC | 0001747888 | May 14, 2026 | 7 | $601.3M |
| Capricorn Investment Group LLC | 0001536261 | May 15, 2026 | 7 | $601.5M |
| Matrix Trust Co | 0001784277 | Apr 10, 2026 | 178 | $602.1M |
| Strategic Advisors LLC | 0001569119 | May 14, 2026 | 183 | $602.2M |
| Elk River Wealth Management LLC | 0001844107 | Apr 17, 2026 | 99 | $602.2M |
| Partners in Financial Planning | 0002054264 | May 11, 2026 | 122 | $602.9M |
| Jackson Hole Capital Partners, LLC | 0001767049 | May 8, 2026 | 312 | $603.8M |
| Mak Capital One LLC | 0001385702 | May 15, 2026 | 21 | $604.3M |
| San Luis Wealth Advisors LLC | 0001844709 | Apr 29, 2026 | 172 | $604.4M |
| Elgethun Capital Management | 0001638022 | May 14, 2026 | 166 | $604.6M |
| Fortis Group Advisors, LLC | 0001815183 | May 8, 2026 | 582 | $604.7M |
| Steginsky Capital LLC | 0001120048 | May 4, 2026 | 8 | $605.1M |
| Topline Capital Management, LLC | 0001792549 | May 15, 2026 | 43 | $605.3M |
| Pier Capital, LLC | 0001310051 | May 14, 2026 | 122 | $606.2M |
| Wexford Capital LP | 0001048462 | May 15, 2026 | 162 | $606.6M |
| SMI Advisory Services, LLC | 0001609008 | Apr 7, 2026 | 60 | $606.9M |
| DGS Capital Management, LLC | 0001900110 | Apr 28, 2026 | 619 | $607.1M |
| Altiora Financial Group, LLC | 0001986156 | May 8, 2026 | 110 | $607.1M |
| Everest Financial Group LLC | 0002056391 | May 15, 2026 | 199 | $607.3M |
| Montecito Bank & Trust | 0001422508 | Apr 16, 2026 | 266 | $607.3M |
| K.J. Harrison & Partners Inc | 0001418359 | Apr 28, 2026 | 225 | $608.2M |
| NFSG Corp | 0001879757 | May 5, 2026 | 1,182 | $608.3M |
| Austin Asset Management Co Inc | 0001902024 | Apr 29, 2026 | 85 | $608.3M |
| Founders Capital Management, LLC | 0001585828 | Apr 23, 2026 | 74 | $608.4M |
| Fourth Sail Capital LP | 0001803158 | May 15, 2026 | 25 | $608.4M |
| Annandale Capital, LLC | 0001811739 | May 15, 2026 | 117 | $609.0M |
| American International Group, Inc. | 0000005272 | May 8, 2026 | 2 | $609.2M |
| Strategy Asset Managers LLC | 0001166716 | May 12, 2026 | 263 | $609.4M |
| Blue Fin Capital, Inc. | 0001576102 | May 28, 2026 | 150 | $609.6M |
| Pandi, LLC | 0002058702 | May 12, 2026 | 4 | $609.8M |
| Prosight Management, LP | 0001617201 | May 15, 2026 | 46 | $609.8M |
| Armbruster Capital Management, Inc. | 0001664847 | Apr 21, 2026 | 132 | $610.2M |
| FRG Family Wealth Advisors LLC | 0001893327 | Apr 24, 2026 | 154 | $610.2M |
| Citizens Business Bank | 0001948632 | May 1, 2026 | 135 | $610.3M |
| IFG Advisors, LLC | 0001783412 | Apr 9, 2026 | 149 | $610.6M |
| Convergence Investment Partners, LLC | 0001456133 | May 7, 2026 | 235 | $610.7M |
| Boston Standard Wealth Management, LLC | 0001630939 | Apr 20, 2026 | 56 | $610.9M |
| Verbena Value LP | 0002082932 | May 4, 2026 | 26 | $611.0M |
| Dudley & Shanley, Inc. | 0000883511 | Apr 8, 2026 | 37 | $611.2M |
| 12th Street Asset Management Company, LLC | 0001633703 | May 12, 2026 | 32 | $611.4M |
| Calydon Capital | 0001759271 | May 15, 2026 | 247 | $612.6M |
| Providence Capital Advisors, LLC | 0001730814 | May 14, 2026 | 200 | $612.7M |
| Mason Capital Management LLC | 0001218735 | May 15, 2026 | 7 | $612.9M |
| Princeton Global Asset Management LLC | 0001767349 | Apr 22, 2026 | 829 | $612.9M |
| Clearstead Trust, LLC | 0001708001 | May 6, 2026 | 981 | $613.4M |
| Dynamic Technology Lab Private Ltd | 0001535387 | May 15, 2026 | 832 | $614.8M |
| Rainey & Randall Wealth Advisors Inc. | 0001728355 | Apr 22, 2026 | 76 | $615.6M |
| Tarbox Family Office, Inc. | 0001599603 | Apr 24, 2026 | 95 | $615.8M |
| Third Avenue Management LLC | 0001099281 | May 13, 2026 | 53 | $616.0M |
| Affiance Financial, LLC | 0001723681 | Apr 14, 2026 | 105 | $616.6M |
| CPC Advisors, LLC | 0001805250 | Apr 16, 2026 | 144 | $616.7M |
| Alpha Omega Wealth Management LLC | 0001665633 | Apr 7, 2026 | 206 | $616.8M |
| Value Holdings Management Co. LLC | 0001695658 | May 11, 2026 | 24 | $616.8M |
| Riversedge Advisors, LLC | 0001787663 | Apr 16, 2026 | 216 | $617.7M |
| Albar Capital Partners LLP | 0002034565 | May 15, 2026 | 36 | $618.1M |
| Woodson Capital Management, LP | 0001697848 | May 15, 2026 | 28 | $618.1M |
| McMorgan & Co. LLC | 0001162695 | May 5, 2026 | 40 | $618.1M |
| Burling Wealth Partners, LLC | 0002054946 | May 8, 2026 | 177 | $618.3M |
| Asset Management Group, Inc. | 0001511550 | May 15, 2026 | 138 | $618.5M |
| NINE MASTS CAPITAL Ltd | 0001569356 | May 13, 2026 | 164 | $618.6M |
| Richmond Investment Services, LLC | 0002031991 | Apr 29, 2026 | 255 | $618.8M |
| KPS Global Asset Management UK Ltd | 0001799162 | May 11, 2026 | 4 | $618.8M |
| Keating Financial Advisory Services, Inc. | 0002103443 | May 15, 2026 | 2,570 | $618.8M |
| Rbo & Co. LLC | 0001162827 | May 14, 2026 | 57 | $619.6M |
| First Bank & Trust | 0001692632 | Apr 10, 2026 | 257 | $620.8M |
| Agave Capital Management Ltd | 0002099846 | May 13, 2026 | 8 | $621.7M |
| Alta Park Capital, LP | 0001621855 | May 15, 2026 | 24 | $621.9M |
| Trust Co of the South | 0002008165 | Apr 6, 2026 | 142 | $621.9M |
| Headwater Capital Co Ltd | 0002036346 | May 15, 2026 | 15 | $622.0M |
| Deer Management Co. LLC | 0001494127 | May 15, 2026 | 9 | $622.3M |
| Kemnay Advisory Services Inc. | 0001555283 | May 15, 2026 | 1,190 | $622.3M |
| Delaney Capital Management Ltd. | 0002140766 | Aug 14, 2026 | 53 | $622.4M |
| Kinsale Capital Group, Inc. | 0001669162 | May 6, 2026 | 41 | $623.9M |
| SFE Investment Counsel | 0001317784 | May 1, 2026 | 140 | $624.2M |
| Annis Gardner Whiting Capital Advisors, LLC | 0001998414 | May 6, 2026 | 1,330 | $624.5M |
| Marshall Financial Group, LLC | 0001841496 | Apr 13, 2026 | 293 | $624.6M |
| Woodard & Co. Asset Management Group Inc. | 0000771118 | Apr 28, 2026 | 172 | $624.6M |
| Sprucegrove Investment Management Ltd. | 0001234074 | May 13, 2026 | 42 | $625.0M |
| LJI Wealth Management, LLC | 0001988563 | May 5, 2026 | 191 | $625.1M |
| DSG Capital Advisors, LLC | 0002060765 | Apr 27, 2026 | 123 | $625.3M |
| Strategic Global Advisors, LLC | 0001580212 | May 15, 2026 | 142 | $625.4M |
| CHICAGO TRUST Co NA | 0001601539 | Apr 24, 2026 | 380 | $625.7M |
| XY Planning Network, Inc. | 0001873438 | Apr 14, 2026 | 273 | $626.0M |
| Chescapmanager LLC | 0001697162 | May 14, 2026 | 20 | $626.1M |
| Madison Wealth Partners, Inc | 0001844424 | Apr 30, 2026 | 220 | $627.0M |
| Cornerstone Management, Inc. | 0001587867 | Apr 16, 2026 | 65 | $627.6M |
| Credit Industriel Et Commercial | 0001274419 | Apr 29, 2026 | 228 | $627.7M |
| Texas Treasury Safekeeping Trust Co. | 0001176347 | Jul 24, 2026 | 5 | $627.8M |
| Pettyjohn, Wood & White, Inc. | 0001128213 | May 15, 2026 | 214 | $627.9M |
| First Commonwealth Financial Corp | 0000712537 | May 14, 2026 | 264 | $628.5M |
| Schnieders Capital Management, Llc. | 0002057056 | May 4, 2026 | 206 | $629.2M |
| Vancity Investment Management Ltd | 0001846311 | May 15, 2026 | 94 | $629.4M |
| Sanders Morris Harris LLC | 0001053994 | Apr 9, 2026 | 297 | $630.8M |
| Secure Asset Management, LLC | 0001800692 | Apr 9, 2026 | 317 | $631.2M |
| Probity Advisors, Inc. | 0001676603 | Apr 28, 2026 | 230 | $631.2M |