| Affinity Wealth Management LLC | 0000810672 | Jan 15, 2026 | 107 | $703.4M |
| Front Street Capital Management, Inc. | 0001683182 | Feb 18, 2026 | 73 | $704.3M |
| Skba Capital Management LLC | 0000932024 | Feb 12, 2026 | 80 | $704.4M |
| GCM Grosvenor Holdings, LLC | 0001939480 | Feb 17, 2026 | 22 | $704.8M |
| Canal Capital Management, LLC | 0001666733 | Jan 6, 2026 | 188 | $704.9M |
| Enclave Advisors LLC | 0001836110 | Jan 14, 2026 | 124 | $705.7M |
| SR One Capital Management, LP | 0001910264 | Feb 12, 2026 | 13 | $706.4M |
| Summit Asset Management, LLC | 0001509974 | Feb 9, 2026 | 171 | $706.7M |
| Alpine Bank Wealth Management | 0001974910 | Jan 15, 2026 | 149 | $706.8M |
| University of Texas/Texas Am Investment Management Co. | 0001019231 | Feb 17, 2026 | 318 | $707.5M |
| Tobias Financial Advisors, Inc. | 0001802080 | Feb 13, 2026 | 146 | $707.9M |
| Fiduciary Financial Group, LLC | 0001925420 | Jan 12, 2026 | 329 | $708.0M |
| Human Investing LLC | 0001767513 | Jan 27, 2026 | 95 | $708.1M |
| Eagle Rock Investment Company, LLC | 0001911407 | Jan 14, 2026 | 162 | $708.8M |
| Asio Capital, LLC | 0001803291 | Jan 21, 2026 | 111 | $708.8M |
| B & T Capital Management DBA Alpha Capital Management | 0001450935 | Feb 13, 2026 | 116 | $709.9M |
| Burton Enright Welch | 0002105919 | Feb 13, 2026 | 128 | $710.5M |
| Columbus Hill Capital Management, L.P. | 0001384982 | Feb 13, 2026 | 25 | $710.8M |
| Daido Life Insurance Co. | 0001173460 | Feb 6, 2026 | 6 | $710.8M |
| Auxier Asset Management LLC | 0001105863 | Feb 17, 2026 | 177 | $711.2M |
| Arvest Investments, Inc. | 0001025038 | Jan 20, 2026 | 219 | $711.7M |
| South Street Advisors LLC | 0001399706 | Feb 10, 2026 | 73 | $712.2M |
| United Capital Management of KS, Inc. | 0001753219 | Feb 17, 2026 | 106 | $713.5M |
| Dimension Capital Management LLC | 0001041773 | Feb 17, 2026 | 113 | $713.6M |
| LS Investment Advisors, LLC | 0001455845 | Jan 26, 2026 | 131 | $713.7M |
| Artal Group S.A. | 0001053906 | Feb 12, 2026 | 2 | $714.6M |
| Ellenbecker Investment Group | 0001731497 | Jan 30, 2026 | 132 | $714.7M |
| Proffitt & Goodson Inc. | 0001123812 | Jan 27, 2026 | 292 | $715.5M |
| Ironwood Investment Counsel, LLC | 0001330463 | Feb 6, 2026 | 266 | $716.1M |
| Fractal Investments LLC | 0001843590 | Jan 27, 2026 | 80 | $716.2M |
| Unique Wealth, LLC | 0001957124 | Jan 6, 2026 | 185 | $716.2M |
| Aperture Investors, LLC | 0001787596 | Feb 17, 2026 | 80 | $716.3M |
| Southernsun Asset Management, LLC | 0001089755 | Feb 13, 2026 | 32 | $716.4M |
| White Lighthouse Investment Management Inc. | 0001727593 | Feb 9, 2026 | 150 | $716.4M |
| Breakwater Capital Group | 0001964309 | Jan 9, 2026 | 352 | $716.6M |
| Kintra Wealth, LLC | 0001904432 | Feb 18, 2026 | 218 | $716.8M |
| Nottingham Advisors, Inc. | 0001093276 | Jan 26, 2026 | 107 | $716.9M |
| Atika Capital Management LLC | 0001599731 | Feb 13, 2026 | 64 | $718.1M |
| Palo Alto Investors LP | 0001306923 | Feb 17, 2026 | 49 | $718.4M |
| Physician Wealth Advisors, Inc. | 0001795173 | Jan 29, 2026 | 2,027 | $718.7M |
| Cannon Financial Strategists, Inc. | 0002031123 | Feb 4, 2026 | 100 | $719.3M |
| Oak Thistle LLC | 0001755987 | Jan 21, 2026 | 481 | $719.9M |
| Capital Investment Counsel, LLC | 0002033609 | Feb 2, 2026 | 138 | $719.9M |
| Walkner Condon Financial Advisors LLC | 0001817494 | Jan 21, 2026 | 308 | $720.0M |
| Marble Wealth, LLC | 0002110081 | Feb 10, 2026 | 272 | $720.0M |
| J.P. Marvel Investment Advisors, LLC | 0001426755 | Jan 29, 2026 | 60 | $720.1M |
| Galaxy Group Investments LLC | 0001912562 | Mar 24, 2026 | 36 | $720.4M |
| Onex Canada Asset Management Inc. | 0000905790 | Feb 13, 2026 | 72 | $720.5M |
| Gratus Wealth Advisors, LLC | 0002022161 | Feb 4, 2026 | 128 | $721.2M |
| Hound Partners, LLC | 0001353316 | Feb 17, 2026 | 36 | $721.3M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0001599719 | Jan 29, 2026 | 35 | $721.5M |
| Valley National Advisers Inc. | 0000773411 | Jan 23, 2026 | 908 | $721.8M |
| Meridian Wealth Advisors, LLC | 0001768095 | Feb 17, 2026 | 185 | $722.2M |
| Affinity Capital Advisors, LLC | 0001810023 | Jan 9, 2026 | 173 | $722.6M |
| Cypress Wealth Services, LLC | 0001721527 | Jan 14, 2026 | 389 | $722.7M |
| Koch, Inc. | 0002027344 | Feb 11, 2026 | 7 | $722.7M |
| Legacy Financial Advisors, Inc. | 0001730810 | Feb 4, 2026 | 389 | $722.9M |
| Masters Capital Management LLC | 0001104186 | Feb 17, 2026 | 43 | $723.1M |
| Strategic Point Investment Advisors, LLC | 0001295044 | Jan 15, 2026 | 37 | $723.2M |
| Sciencast Management LP | 0001653169 | Feb 17, 2026 | 283 | $723.2M |
| Ellevest, Inc. | 0001644128 | Feb 10, 2026 | 424 | $723.2M |
| Intel Corp | 0000050863 | Feb 13, 2026 | 2 | $724.2M |
| Engine Capital Management, LP | 0001665590 | Feb 17, 2026 | 28 | $724.2M |
| King Street Capital Management, L.P. | 0001218199 | Feb 17, 2026 | 12 | $724.3M |
| Biltmore Family Office, LLC | 0001731123 | Feb 4, 2026 | 331 | $724.4M |
| James J. Burns & Company, LLC | 0001949059 | Jan 23, 2026 | 161 | $724.7M |
| Kavar Capital Partners Group, LLC | 0001841766 | Jan 20, 2026 | 187 | $725.5M |
| Meridian Wealth Partners, LLC | 0001781942 | Feb 13, 2026 | 113 | $725.6M |
| GCQ FUNDS MANAGEMENT PTY Ltd | 0002031554 | Feb 4, 2026 | 10 | $726.3M |
| First National Advisers, LLC | 0001941030 | Feb 4, 2026 | 235 | $727.3M |
| Camden National Bank | 0001697855 | Feb 10, 2026 | 169 | $727.4M |
| Two Sigma Securities, LLC | 0001450144 | Feb 17, 2026 | 1,421 | $727.8M |
| Culbertson A N & Co. Inc. | 0001224890 | Jan 21, 2026 | 128 | $728.9M |
| Larch Capital Partners LLC | 0002112646 | Feb 20, 2026 | 34 | $729.1M |
| Mirador Capital Partners LP | 0001633446 | Jan 14, 2026 | 204 | $729.5M |
| Financial Advisors Network, Inc. | 0001697856 | May 15, 2026 | 196 | $729.6M |
| Asset One Wealth Management LLC | 0002110759 | Feb 17, 2026 | 275 | $730.1M |
| Fourpath Capital Management, LLC | 0001894484 | Jan 23, 2026 | 228 | $730.8M |
| FSM Wealth Advisors, LLC | 0001942548 | Jan 23, 2026 | 305 | $731.1M |
| Financial Consulate, Inc. | 0001624510 | Jan 22, 2026 | 1,339 | $731.4M |
| Covington Investment Advisors Inc. | 0001569036 | Feb 17, 2026 | 74 | $731.7M |
| Pasadena Private Wealth, LLC | 0001760578 | Feb 10, 2026 | 230 | $731.8M |
| Berman McAleer LLC | 0002094332 | Feb 5, 2026 | 162 | $731.9M |
| Lineweaver Wealth Advisors, LLC | 0001797873 | Jan 14, 2026 | 176 | $733.3M |
| Claro Advisors Inc. | 0001764386 | Feb 17, 2026 | 417 | $733.7M |
| Nexus Investment Management ULC | 0001476329 | Jan 21, 2026 | 70 | $733.8M |
| Capital Advisors Wealth Management, LLC | 0001824700 | Jan 21, 2026 | 219 | $734.1M |
| Live Oak Private Wealth LLC | 0001799877 | Jan 23, 2026 | 198 | $734.2M |
| Northstar Group, Inc. | 0001631408 | Feb 13, 2026 | 163 | $734.2M |
| Glen Eagle Advisors, LLC | 0002029317 | Feb 13, 2026 | 1,054 | $734.5M |
| Rovida Investment Management Ltd | 0002053064 | Feb 10, 2026 | 17 | $734.7M |
| Manchester Capital Management LLC | 0001393389 | Feb 11, 2026 | 1,342 | $734.7M |
| Emerald Advisors, LLC | 0001802611 | Jan 27, 2026 | 113 | $734.9M |
| Vancity Investment Management Ltd | 0001846311 | Feb 19, 2026 | 87 | $735.2M |
| Debussy Capital Management LP | 0001682021 | Feb 13, 2026 | 278 | $735.4M |
| Hoey Investments, Inc. | 0001799544 | Jan 28, 2026 | 415 | $736.7M |
| Keating Financial Advisory Services, Inc. | 0002103443 | Feb 9, 2026 | 2,227 | $737.0M |
| Skylands Capital, LLC | 0001299910 | Jan 30, 2026 | 150 | $737.1M |
| Defilade Capital Management, L.P. | 0002088557 | Feb 13, 2026 | 33 | $737.7M |
| Portside Wealth Group, LLC | 0001978608 | Jan 21, 2026 | 447 | $738.4M |