| J. Stern & Co. LLP | 0002011335 | Aug 14, 2026 | 51 | $1.1B |
| Greylock XIV GP LLC | 0001660424 | Aug 7, 2026 | 1 | $1.1B |
| Intrua Financial, LLC | 0001812792 | Jul 24, 2026 | 491 | $1.1B |
| Red Cedar Investment Management, LLC | 0001734398 | Aug 12, 2026 | 90 | $1.1B |
| Broad Bay Capital Management, LP | 0001759115 | Aug 14, 2026 | 23 | $1.1B |
| Minneapolis Portfolio Management Group, LLC | 0001317253 | Jul 27, 2026 | 34 | $1.1B |
| Convergence Investment Partners, LLC | 0001456133 | Jul 31, 2026 | 241 | $1.1B |
| Financial Management Professionals, Inc. | 0001568132 | Jul 9, 2026 | 1,054 | $1.1B |
| FengHe Fund Management Pte. Ltd. | 0001660531 | Aug 7, 2026 | 18 | $1.1B |
| Financial Plan, Inc. | 0002107584 | Aug 14, 2026 | 95 | $1.1B |
| Wealthcare Capital Management LLC | 0001516450 | Jul 9, 2026 | 105 | $1.1B |
| Abner Herrman & Brock LLC | 0001038661 | Jul 8, 2026 | 111 | $1.1B |
| Portland Global Advisors LLC | 0001504941 | Aug 13, 2026 | 154 | $1.1B |
| V-Square Quantitative Management LLC | 0001943239 | Jul 27, 2026 | 725 | $1.1B |
| Melqart Asset Management (UK) Ltd | 0001712901 | Aug 14, 2026 | 40 | $1.1B |
| Pinnacle Wealth Planning Services, Inc. | 0001726752 | Aug 7, 2026 | 2,749 | $1.0B |
| Per Stirling Capital Management, LLC. | 0001689933 | Aug 14, 2026 | 332 | $1.0B |
| Provenance Wealth Advisors, LLC | 0002081584 | Jul 24, 2026 | 609 | $1.0B |
| Accurate Wealth Management, LLC | 0001877728 | Jul 15, 2026 | 576 | $1.0B |
| True North Advisors, LLC | 0001634556 | Jul 22, 2026 | 291 | $1.0B |
| Passaic Partners LLC | 0001905809 | Aug 14, 2026 | 16 | $1.0B |
| Tetrad Corp. | 0000883597 | Jul 6, 2026 | 3 | $1.0B |
| Southern Farm Bureau Life Insurance | 0001831944 | Jul 29, 2026 | 15 | $1.0B |
| Bedel Financial Consulting, Inc. | 0001730511 | Jul 29, 2026 | 307 | $1.0B |
| Cahill Financial Advisors Inc. | 0001600327 | Aug 11, 2026 | 296 | $1.0B |
| George Kaiser Family Foundation | 0001265376 | Aug 12, 2026 | 105 | $1.0B |
| Philosophy Capital Management LLC | 0001869199 | Aug 14, 2026 | 35 | $1.0B |
| One Madison Group LLC | 0001728278 | Aug 14, 2026 | 27 | $1.0B |
| Westerkirk Capital Inc. | 0002080423 | Aug 10, 2026 | 212 | $1.0B |
| U S Global Investors Inc. | 0000754811 | Jul 27, 2026 | 127 | $1.0B |
| SR One Capital Management, LP | 0001910264 | Aug 12, 2026 | 15 | $1.0B |
| Harbour Trust & Investment Management Co | 0002003557 | Jul 28, 2026 | 160 | $1.0B |
| Kera Capital Partners, Inc. | 0002040353 | Aug 14, 2026 | 629 | $1.0B |
| Private Wealth Asset Management, LLC | 0001883006 | Aug 11, 2026 | 930 | $1.0B |
| Mirabella Financial Services LLP | 0001538853 | Jul 31, 2026 | 663 | $1.0B |
| Caliber Wealth Management, LLC / KS | 0002067120 | Jul 22, 2026 | 300 | $1.0B |
| New England Private Wealth Advisors LLC | 0001582813 | Aug 4, 2026 | 205 | $1.0B |
| Oak Thistle LLC | 0001755987 | Jul 21, 2026 | 466 | $1.0B |
| Iron Gate Global Advisors LLC | 0001131181 | Aug 14, 2026 | 109 | $1.0B |
| Absolute Investment Advisers, LLC | 0001316187 | Jul 21, 2026 | 112 | $1.0B |
| Sierra Capital LLC | 0001787274 | Aug 14, 2026 | 228 | $1.0B |
| Isthmus Partners, LLC | 0001639666 | Jul 20, 2026 | 226 | $1.0B |
| Baldwin Investment Management, LLC | 0001346378 | Jul 28, 2026 | 231 | $1.0B |
| Laurel Wealth Advisors LLC | 0001757128 | Jul 17, 2026 | 200 | $1.0B |
| AssuredPartners Investment Advisors, LLC | 0002055492 | Aug 10, 2026 | 414 | $1.0B |
| Wolf Hill Capital Management, LP | 0001785988 | Aug 13, 2026 | 26 | $1.0B |
| Armstrong Henry H Associates Inc. | 0001056827 | Jul 7, 2026 | 64 | $1.0B |
| Opus Capital Group, LLC | 0001330325 | Jul 31, 2026 | 150 | $1.0B |
| Paradigm Operations LP | 0001911136 | Aug 14, 2026 | 4 | $1.0B |
| Altfest L J & Co. Inc. | 0000712050 | Jul 30, 2026 | 311 | $1.0B |
| Rodgers Brothers Inc. | 0001397290 | Aug 5, 2026 | 247 | $1.0B |
| Provident Investment Management, Inc. | 0001076964 | Aug 11, 2026 | 89 | $1.0B |
| Impact Partnership Wealth, LLC | 0001984555 | Jul 29, 2026 | 439 | $1.0B |
| Columbus Macro, LLC | 0001727269 | Jul 22, 2026 | 207 | $1.0B |
| Engine Capital Management, LP | 0001665590 | Aug 14, 2026 | 29 | $1.0B |
| Apis Capital Advisors, LLC | 0001386892 | Aug 14, 2026 | 60 | $1.0B |
| Quadcap Wealth Management, LLC | 0002009674 | Jul 31, 2026 | 418 | $1.0B |
| Invst, LLC | 0001867587 | Aug 14, 2026 | 343 | $1.0B |
| Insight Wealth Strategies, LLC | 0001749914 | Jul 10, 2026 | 182 | $1.0B |
| Toth Financial Advisory Corp. | 0000866780 | Jul 14, 2026 | 876 | $1.0B |
| Moisand Fitzgerald Tamayo, LLC | 0001649107 | Jul 13, 2026 | 535 | $1.0B |
| Keebeck Wealth Management | 0001803675 | Aug 11, 2026 | 471 | $1.0B |
| NTV Asset Management LLC | 0001284208 | Aug 5, 2026 | 317 | $1.0B |
| Capital Investment Services of America, Inc. | 0000811360 | Jul 22, 2026 | 83 | $1.0B |
| Portfolio Strategies, Inc. | 0001753271 | Aug 10, 2026 | 81 | $1.0B |
| Jabodon PT Co. | 0001594167 | Jul 21, 2026 | 8 | $1.0B |
| Greenwood Capital Associates LLC | 0001161822 | Jul 28, 2026 | 284 | $1.0B |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0001058231 | Jul 24, 2026 | 68 | $1.0B |
| Tritonpoint Wealth, LLC | 0002008171 | Aug 11, 2026 | 281 | $1.0B |
| CKW Financial Group | 0001600403 | Jul 27, 2026 | 317 | $1.0B |
| Genus Capital Management Inc. | 0001532385 | Jul 29, 2026 | 204 | $1.0B |
| Redhawk Wealth Advisors, Inc. | 0001535811 | Jul 9, 2026 | 408 | $1.0B |
| Allen Holding Inc. | 0000919489 | Aug 5, 2026 | 10 | $1.0B |
| Dream Peak Capital Ltd | 0002032148 | Aug 12, 2026 | 7 | $1.0B |
| CloudAlpha Capital Management Limited/Hong Kong | 0001745907 | Aug 10, 2026 | 24 | $1.0B |
| Nan Fung Trinity (hk) Ltd. | 0001781880 | Jul 24, 2026 | 55 | $1.0B |
| Havemeyer Place LP | 0002026128 | Aug 13, 2026 | 495 | $1.0B |
| Accel Leaders 4 Associates L.P. | 0001923783 | Aug 12, 2026 | 1 | $1.0B |
| Counterpoint Mutual Funds LLC | 0001698461 | Jul 20, 2026 | 295 | $1.0B |
| Quantum Financial Advisors, LLC | 0001929139 | Jul 8, 2026 | 251 | $1.0B |
| DiNuzzo Private Wealth, Inc. | 0001994563 | Jul 10, 2026 | 1,347 | $1.0B |
| Gladstone Capital Management LLP | 0001353394 | Aug 14, 2026 | 40 | $1.0B |
| IAG Wealth Partners, LLC | 0001827261 | Aug 6, 2026 | 508 | $1.0B |
| Redwood Investment Management, LLC | 0001717479 | Aug 17, 2026 | 306 | $1.0B |
| Steigerwald, Gordon & Koch Inc. | 0001731876 | Jul 23, 2026 | 765 | $1.0B |
| KR Capital LP | 0002103364 | Aug 14, 2026 | 79 | $1.0B |
| Catalyst Financial Partners LLC | 0001927537 | Jul 30, 2026 | 416 | $1.0B |
| Grove Bank & Trust | 0001662212 | Jul 7, 2026 | 886 | $1.0B |
| Atika Capital Management LLC | 0001599731 | Aug 13, 2026 | 62 | $1.0B |
| Occidental Asset Management, LLC | 0001770994 | Aug 7, 2026 | 325 | $1.0B |
| Eagle Strategies LLC | 0001907666 | Jul 21, 2026 | 273 | $1.0B |
| Patton Albertson Miller Group, LLC | 0001511037 | Jul 22, 2026 | 213 | $1.0B |
| Mar Vista Investment Partners LLC | 0001419999 | Aug 10, 2026 | 33 | $1.0B |
| B&D White Capital Company, LLC | 0001752523 | Jul 31, 2026 | 94 | $1.0B |
| Sendero Wealth Management, LLC | 0001639375 | Aug 4, 2026 | 209 | $1.0B |
| BlueStem Wealth Partners, LLC | 0001977465 | Aug 11, 2026 | 127 | $1.0B |
| Fulcrum Asset Management LLP | 0001353395 | Aug 18, 2026 | 1,027 | $1.0B |
| Advisory Research Inc. | 0000902584 | Aug 13, 2026 | 136 | $1.0B |
| Howard Financial Services, LTD. | 0001768130 | Jul 7, 2026 | 268 | $1.0B |
| Sheets Smith Wealth Management | 0001157436 | Jul 13, 2026 | 408 | $1.0B |