| Financial Synergies Wealth Advisors, Inc. | 0002017868 | May 14, 2026 | 111 | $1.0B |
| American National Bank & Trust | 0001272164 | Apr 24, 2026 | 615 | $1.0B |
| Waycross Partners, LLC | 0001844873 | May 7, 2026 | 76 | $1.0B |
| Randolph Co Inc | 0001475150 | Apr 24, 2026 | 43 | $1.0B |
| Hudson Way Capital Management LLC | 0001697597 | May 15, 2026 | 16 | $1.0B |
| Octavia Wealth Advisors, LLC | 0001841259 | Apr 10, 2026 | 238 | $1.0B |
| CCM Investment Advisers LLC | 0000931097 | May 20, 2026 | 93 | $1.0B |
| Telos Capital Management, Inc. | 0001567889 | Apr 17, 2026 | 191 | $1.0B |
| Royal Fund Management, LLC | 0001810099 | May 19, 2026 | 257 | $1.0B |
| Continuum Advisory, LLC | 0001846532 | Apr 22, 2026 | 453 | $1.0B |
| Norden Group LLC | 0001990699 | Apr 15, 2026 | 615 | $1.0B |
| RDST Capital LLC | 0001912187 | May 15, 2026 | 20 | $1.0B |
| Optimus Prime Fund Management Co., Ltd. | 0001732539 | May 15, 2026 | 27 | $1.0B |
| Linden Thomas Advisory Services, LLC | 0001965702 | Apr 10, 2026 | 530 | $1.0B |
| Nadler Financial Group, Inc. | 0001541787 | May 4, 2026 | 135 | $1.0B |
| Morgan Stanley Institutional Investment Advisors LLC | 0002026079 | May 14, 2026 | 5 | $1.0B |
| Marks Group Wealth Management, Inc | 0001802473 | May 5, 2026 | 337 | $1.0B |
| E-L Financial Corp Ltd | 0001697865 | May 11, 2026 | 1 | $1.0B |
| Clough Capital Partners L P | 0001276144 | May 15, 2026 | 95 | $1.0B |
| Tower Bridge Advisors | 0001278249 | May 12, 2026 | 221 | $1.0B |
| Common Fund for Nonprofit Organizations | 0002022949 | May 15, 2026 | 26 | $1.0B |
| Condire Management, LP | 0001847739 | May 15, 2026 | 19 | $1.0B |
| Tanager Wealth Management LLP | 0001892929 | Apr 20, 2026 | 145 | $1.0B |
| RW Investment Management LLC | 0001631627 | Apr 28, 2026 | 113 | $1.0B |
| J. Stern & Co. LLP | 0002011335 | May 15, 2026 | 49 | $1.0B |
| Mirabella Financial Services LLP | 0001538853 | May 12, 2026 | 884 | $1.0B |
| Tributary Capital Management, LLC | 0001441888 | May 4, 2026 | 164 | $1.0B |
| Oak Thistle LLC | 0001755987 | Apr 13, 2026 | 452 | $1.0B |
| Bison Wealth, LLC | 0001845251 | May 15, 2026 | 453 | $1.0B |
| Samsara Biocapital, LLC | 0001744967 | May 15, 2026 | 22 | $1.0B |
| BTG Pactual Asset Management US LLC | 0001569579 | May 14, 2026 | 304 | $1.0B |
| Madrone Advisors, LLC | 0001964563 | May 14, 2026 | 5 | $1.0B |
| Kohmann Bosshard Financial Services, LLC | 0001696615 | May 1, 2026 | 209 | $1.0B |
| LVW Advisors, LLC | 0001576053 | Apr 20, 2026 | 435 | $1.0B |
| IMA Advisory Services, Inc. | 0001455495 | May 6, 2026 | 1,033 | $1.0B |
| Mason Street Advisors, LLC | 0001167711 | May 7, 2026 | 15 | $1.0B |
| Penn Davis McFarland Inc. | 0001108893 | Apr 21, 2026 | 75 | $1.0B |
| Crosslink Capital Inc. | 0001104329 | May 15, 2026 | 21 | $1.0B |
| Carret Asset Management, LLC | 0000791490 | May 15, 2026 | 293 | $1.0B |
| EQT Fund Management S.a r.l. | 0001834239 | May 14, 2026 | 5 | $1.0B |
| Silicon Valley Capital Partners | 0001673633 | May 19, 2026 | 454 | $1.0B |
| Galileo (PTC) Ltd | 0001740858 | May 6, 2026 | 3 | $1.0B |
| MV Capital Management, Inc. | 0001633366 | Apr 30, 2026 | 1,197 | $1.0B |
| Global Strategic Investment Solutions, LLC | 0001760076 | Apr 29, 2026 | 144 | $1.0B |
| Connable Office Inc. | 0000914933 | Apr 29, 2026 | 224 | $1.0B |
| Versant Capital Management, Inc | 0001735057 | Apr 7, 2026 | 2,777 | $1.0B |
| Baader Bank Aktiengesellschaft | 0001542629 | May 8, 2026 | 380 | $1.0B |
| Melqart Asset Management (UK) Ltd | 0001712901 | May 12, 2026 | 41 | $1.0B |
| Lodestar Private Asset Management LLC | 0001963040 | Apr 27, 2026 | 232 | $1.0B |
| Jacobs & Co. | 0001055544 | Apr 7, 2026 | 124 | $1.0B |
| Wealth Alliance, LLC | 0001793904 | May 14, 2026 | 548 | $1.0B |
| GRS Advisors, LLC | 0001544554 | May 15, 2026 | 32 | $1.0B |
| Laurel Wealth Advisors LLC | 0001757128 | May 13, 2026 | 192 | $1.0B |
| KWB Wealth | 0001822236 | Apr 8, 2026 | 166 | $1.0B |
| Artal Group S.A. | 0001053906 | May 14, 2026 | 2 | $1.0B |
| Gleason Group, Inc. | 0001822632 | May 4, 2026 | 229 | $1.0B |
| Crescent Grove Advisors, LLC | 0001713520 | May 6, 2026 | 300 | $1.0B |
| Euro Pacific Asset Management, LLC | 0001796651 | May 6, 2026 | 96 | $1.0B |
| Coastline Trust Co | 0001324279 | Apr 3, 2026 | 408 | $1.0B |
| Allen Holding Inc. | 0000919489 | May 7, 2026 | 9 | $1.0B |
| Provident Investment Management, Inc. | 0001076964 | May 13, 2026 | 82 | $1.0B |
| Miller Investment Management, LP | 0001407382 | May 8, 2026 | 86 | $1.0B |
| Pictet North America Advisors SA | 0001599576 | Apr 14, 2026 | 154 | $1.0B |
| Sentinel Trust Co. Lba | 0001114739 | May 7, 2026 | 135 | $1.0B |
| Taikang Asset Management (Hong Kong) Co Ltd | 0001755911 | May 14, 2026 | 75 | $1.0B |
| Voya Financial Advisors, Inc. | 0001424367 | May 12, 2026 | 209 | $1.0B |
| Prescott Group Capital Management, L.L.C. | 0001166152 | May 7, 2026 | 263 | $1.0B |
| Beacon Financial Group | 0001591379 | Apr 30, 2026 | 348 | $1.0B |
| Cornerstone Capital, Inc. | 0000819535 | May 12, 2026 | 118 | $1.0B |
| SYM FINANCIAL Corp | 0000764739 | May 8, 2026 | 414 | $1.0B |
| Tetrad Corp. | 0000883597 | Apr 9, 2026 | 3 | $1.0B |
| Wealthcare Capital Management LLC | 0001516450 | Apr 15, 2026 | 94 | $1000.0M |
| Mar Vista Investment Partners LLC | 0001419999 | May 13, 2026 | 35 | $999.7M |
| Wgi Dm, LLC | 0002059126 | May 14, 2026 | 6 | $999.5M |
| Numerai GP LLC | 0001668527 | May 15, 2026 | 746 | $997.3M |
| Heritage Trust Co | 0001706028 | May 13, 2026 | 308 | $996.8M |
| Gladstone Capital Management LLP | 0001353394 | May 15, 2026 | 32 | $995.9M |
| Palisade Asset Management, LLC | 0001434323 | Apr 14, 2026 | 195 | $995.9M |
| Cheviot Value Management, LLC | 0001427147 | May 12, 2026 | 426 | $995.6M |
| Strategies Wealth Advisors, LLC | 0001976435 | May 15, 2026 | 193 | $995.4M |
| Relyea Zuckerberg Hanson LLC | 0001793691 | Apr 30, 2026 | 276 | $994.6M |
| Stadion Money Management, LLC | 0001321220 | May 15, 2026 | 26 | $994.4M |
| Vista Capital Partners, Inc. | 0001486946 | May 6, 2026 | 156 | $994.1M |
| Arrow Financial Corp | 0000717538 | May 11, 2026 | 157 | $994.0M |
| Knollwood Investment Advisory, LLC | 0001999346 | May 14, 2026 | 303 | $991.7M |
| Cooper Financial Group | 0001751581 | Apr 7, 2026 | 425 | $989.5M |
| Azzad Asset Management Inc. | 0001121914 | Apr 30, 2026 | 331 | $989.0M |
| Knighthead Capital Management, LLC | 0001512397 | May 15, 2026 | 3 | $988.6M |
| Lightspeed Management Company, L.L.C. | 0001702122 | May 15, 2026 | 8 | $988.0M |
| Rock Creek Group LLC | 0001484067 | May 11, 2026 | 56 | $987.7M |
| Wealth Management Nebraska | 0002042783 | May 15, 2026 | 100 | $987.3M |
| Forge Financial Services LLC | 0002055357 | May 8, 2026 | 31 | $987.3M |
| Planning Center, Inc. | 0001910966 | Apr 28, 2026 | 78 | $987.1M |
| DLD Asset Management, LP | 0001578299 | May 13, 2026 | 325 | $986.4M |
| Politan Capital Management LP | 0001885245 | May 15, 2026 | 3 | $984.9M |
| Rodgers & Associates, LTD | 0001846515 | May 4, 2026 | 101 | $982.2M |
| Private Capital Management, LLC | 0001588456 | May 15, 2026 | 177 | $981.9M |
| Medicxi Ventures Management (Jersey) Ltd | 0001715579 | Apr 21, 2026 | 4 | $981.8M |
| Evolution Wealth Advisors, LLC | 0001763121 | May 8, 2026 | 176 | $981.5M |
| Armstrong Henry H Associates Inc. | 0001056827 | Apr 7, 2026 | 61 | $981.4M |