| Moisand Fitzgerald Tamayo, LLC | 0001649107 | Jan 14, 2026 | 515 | $885.5M |
| Baldwin Investment Management, LLC | 0001346378 | Feb 13, 2026 | 207 | $885.8M |
| Capital Advisors, Ltd. LLC | 0001597878 | Jan 21, 2026 | 1,536 | $886.7M |
| Dupont Capital Management Corp. | 0001128251 | Jan 26, 2026 | 103 | $887.0M |
| Schneider Downs Wealth Management Advisors, LP | 0001665359 | Feb 12, 2026 | 156 | $887.1M |
| Benchstone Capital Management LP | 0002016777 | Feb 17, 2026 | 43 | $887.9M |
| Grove Bank & Trust | 0001662212 | Jan 8, 2026 | 856 | $889.0M |
| Bison Wealth, LLC | 0001845251 | Mar 24, 2026 | 429 | $889.4M |
| Redwood Investment Management, LLC | 0001717479 | Aug 26, 2026 | 295 | $889.8M |
| Eubel Brady & Suttman Asset Management Inc. | 0001080382 | Feb 5, 2026 | 112 | $890.0M |
| Quantum Financial Advisors, LLC | 0001929139 | Jan 12, 2026 | 220 | $890.5M |
| Per Stirling Capital Management, LLC. | 0001689933 | Feb 17, 2026 | 300 | $890.8M |
| Evermay Wealth Management LLC | 0001066816 | Jan 22, 2026 | 571 | $891.2M |
| Ophir Asset Management Pty Ltd | 0001844640 | Feb 17, 2026 | 32 | $891.6M |
| Rock Creek Group LLC | 0001484067 | Feb 10, 2026 | 52 | $891.7M |
| River Wealth Advisors LLC | 0001642570 | Feb 13, 2026 | 208 | $891.7M |
| Redhawk Wealth Advisors, Inc. | 0001535811 | Jan 14, 2026 | 366 | $891.8M |
| Navellier & Associates Inc. | 0000872163 | Feb 3, 2026 | 328 | $892.4M |
| Cypress Capital Group | 0001341748 | Feb 11, 2026 | 232 | $892.6M |
| Mark Asset Management LP | 0000860176 | Feb 17, 2026 | 39 | $892.6M |
| Nellore Capital Management LLC | 0001846677 | Feb 17, 2026 | 11 | $893.3M |
| LVZ, Inc. | 0001574408 | Feb 10, 2026 | 169 | $894.5M |
| Signet Financial Management, LLC | 0001600307 | Jan 8, 2026 | 287 | $894.8M |
| Violich Capital Management, Inc. | 0001326766 | Feb 3, 2026 | 114 | $896.1M |
| Catalyst Financial Partners LLC | 0001927537 | Feb 4, 2026 | 324 | $896.7M |
| Goldstone Financial Group, LLC | 0002040021 | Feb 13, 2026 | 215 | $897.4M |
| Ashford Capital Management Inc. | 0000897070 | Feb 17, 2026 | 109 | $897.7M |
| Informed Momentum Co LLC | 0001510989 | Feb 12, 2026 | 268 | $897.8M |
| Atlas Capital Advisors Inc. | 0001434165 | Feb 13, 2026 | 971 | $898.1M |
| Gateway Wealth Partners, LLC | 0001966037 | Feb 11, 2026 | 459 | $898.5M |
| Fort Baker Capital Management LP | 0001688382 | Feb 17, 2026 | 113 | $899.9M |
| BTG Pactual Asset Management US LLC | 0001569579 | Feb 17, 2026 | 222 | $900.0M |
| MIdWestOne Financial Group, Inc. | 0001412665 | Feb 12, 2026 | 305 | $900.5M |
| Isthmus Partners, LLC | 0001639666 | Feb 5, 2026 | 214 | $900.5M |
| Euro Pacific Asset Management, LLC | 0001796651 | Jan 21, 2026 | 93 | $900.9M |
| Denali Advisors LLC | 0001142941 | Feb 3, 2026 | 321 | $901.0M |
| Sendero Wealth Management, LLC | 0001639375 | Jan 13, 2026 | 196 | $902.1M |
| Provenance Wealth Advisors, LLC | 0002081584 | Jan 26, 2026 | 419 | $902.3M |
| Caledonia Investments PLC | 0001037766 | Jan 20, 2026 | 15 | $902.3M |
| Burns J W & Co. Inc. | 0001047339 | Jan 12, 2026 | 183 | $903.3M |
| SIR Capital Management, L.P. | 0001434997 | Feb 13, 2026 | 80 | $903.8M |
| Orange Investment Advisors, Inc. | 0000943442 | Feb 6, 2026 | 149 | $903.9M |
| L. Roy Papp & Associates, LLP | 0000809339 | Jan 28, 2026 | 185 | $904.5M |
| Cabot Wealth Management Inc. | 0001016683 | Feb 3, 2026 | 138 | $904.6M |
| NWF Advisory Services Inc. | 0002045735 | Mar 3, 2026 | 405 | $904.7M |
| V3 Holding Ltd | 0001887845 | Feb 11, 2026 | 1 | $905.0M |
| BlueStem Wealth Partners, LLC | 0001977465 | Feb 6, 2026 | 125 | $905.7M |
| FJ Capital Management LLC | 0001599170 | Feb 13, 2026 | 128 | $905.8M |
| WealthShield Partners, LLC | 0001729303 | Feb 3, 2026 | 565 | $906.8M |
| Nuance Investments, LLC | 0001473182 | Feb 11, 2026 | 45 | $907.6M |
| Infrastructure Capital Advisors, LLC | 0001621802 | Feb 17, 2026 | 142 | $908.2M |
| Great Waters Wealth Management | 0001964535 | Jan 15, 2026 | 117 | $909.0M |
| Pertento Partners LLP | 0001894571 | Feb 17, 2026 | 17 | $910.3M |
| TLT Family Holdco ULC | 0002081869 | Feb 13, 2026 | 8 | $910.8M |
| Mosaic Family Wealth Partners, LLC | 0001965241 | Feb 13, 2026 | 241 | $911.2M |
| Sheets Smith Wealth Management | 0001157436 | Jan 20, 2026 | 393 | $911.3M |
| Intrua Financial, LLC | 0001812792 | Feb 5, 2026 | 456 | $911.4M |
| Night Owl Capital Management, LLC | 0001410833 | Feb 13, 2026 | 29 | $912.4M |
| Schwerin Boyle Capital Management Inc. | 0000937522 | Feb 12, 2026 | 46 | $912.7M |
| State of Wyoming | 0001821626 | Feb 11, 2026 | 1,783 | $913.0M |
| Columbus Macro, LLC | 0001727269 | Jan 15, 2026 | 204 | $913.3M |
| Legacy Edge Advisors, LLC | 0002105396 | Feb 2, 2026 | 217 | $913.5M |
| North Peak Capital Management, LLC | 0001747888 | Feb 13, 2026 | 9 | $913.5M |
| Altfest L J & Co. Inc. | 0000712050 | Jan 23, 2026 | 330 | $913.5M |
| SG Capital Management LLC | 0001510099 | Feb 13, 2026 | 59 | $913.6M |
| Cahill Financial Advisors Inc. | 0001600327 | Feb 18, 2026 | 281 | $914.3M |
| James Investment Research, Inc. | 0000810384 | Jan 29, 2026 | 361 | $915.8M |
| Oak Harvest Investment Services | 0001839430 | Jan 27, 2026 | 176 | $917.0M |
| DiNuzzo Private Wealth, Inc. | 0001994563 | Jan 16, 2026 | 1,367 | $919.2M |
| Private Wealth Asset Management, LLC | 0001883006 | Feb 10, 2026 | 1,102 | $919.3M |
| Toth Financial Advisory Corp. | 0000866780 | Jan 20, 2026 | 915 | $919.9M |
| Invst, LLC | 0001867587 | Feb 11, 2026 | 308 | $920.1M |
| Jag Capital Management, LLC | 0001080374 | Feb 6, 2026 | 132 | $920.2M |
| HBW Advisory Services LLC | 0001790525 | Jan 23, 2026 | 424 | $920.3M |
| Greenwood Capital Associates LLC | 0001161822 | Jan 26, 2026 | 256 | $920.9M |
| Avenir Corp. | 0001033475 | Feb 13, 2026 | 71 | $921.7M |
| CKW Financial Group | 0001600403 | Jan 26, 2026 | 186 | $922.2M |
| Indivisible Partners | 0002098400 | Feb 3, 2026 | 440 | $922.2M |
| Opus Capital Group, LLC | 0001330325 | Jan 30, 2026 | 137 | $923.2M |
| Griffin Asset Management, Inc. | 0000883803 | Feb 6, 2026 | 234 | $924.3M |
| Hartline Investment Corp./ | 0000945625 | Feb 9, 2026 | 109 | $924.7M |
| Curated Wealth Partners LLC | 0001781284 | Jan 12, 2026 | 208 | $925.3M |
| Red Cedar Investment Management, LLC | 0001734398 | Feb 11, 2026 | 86 | $925.7M |
| Leuthold Group, LLC | 0001170152 | Feb 5, 2026 | 207 | $926.0M |
| Barlow Wealth Partners, LLC | 0001999928 | Jan 15, 2026 | 135 | $926.5M |
| Parthenon LLC | 0001088859 | Jan 23, 2026 | 131 | $926.7M |
| Quest Investment Management LLC | 0001036248 | Feb 17, 2026 | 129 | $927.7M |
| Barton Investment Management | 0001387818 | Jan 21, 2026 | 52 | $928.1M |
| Bedel Financial Consulting, Inc. | 0001730511 | Jan 28, 2026 | 289 | $929.3M |
| Caliber Wealth Management, LLC / KS | 0002067120 | Jan 28, 2026 | 260 | $929.3M |
| Stillwater Capital Advisors, LLC | 0001482970 | Jan 14, 2026 | 70 | $930.4M |
| Legacy Advisors, LLC | 0001720969 | Jan 27, 2026 | 288 | $931.0M |
| Portland Global Advisors LLC | 0001504941 | Feb 10, 2026 | 150 | $931.7M |
| Biglari Capital Corp. | 0001334429 | Feb 17, 2026 | 12 | $932.7M |
| U S Global Investors Inc. | 0000754811 | Jan 28, 2026 | 129 | $934.0M |
| Redwood Capital Management, LLC | 0001316622 | Feb 17, 2026 | 17 | $934.2M |
| Gryphon Financial Partners LLC | 0001729094 | Jan 8, 2026 | 332 | $934.7M |
| Blueprint Investment Partners LLC | 0001794467 | Feb 17, 2026 | 124 | $935.0M |
| Marble Harbor Investment Counsel, LLC | 0001387130 | Feb 6, 2026 | 185 | $935.5M |
| McGuire Investment Group, LLC | 0001756959 | Jan 26, 2026 | 121 | $935.8M |