| Arista Wealth Management, LLC | 0001964758 | Apr 30, 2026 | 253 | $821.5M |
| Cadian Capital Management, LP | 0001423686 | May 15, 2026 | 23 | $821.2M |
| Alley Investment Management Company, LLC | 0001917618 | Apr 24, 2026 | 85 | $821.0M |
| Avenir Corp. | 0001033475 | May 14, 2026 | 72 | $820.5M |
| Dumac, Inc. | 0001584258 | May 1, 2026 | 10 | $820.4M |
| Oak Root LLC | 0002027377 | Apr 13, 2026 | 10 | $820.0M |
| MayTech Global Investments, LLC | 0001731134 | May 14, 2026 | 23 | $819.8M |
| BSW Wealth Partners | 0001512601 | Apr 14, 2026 | 312 | $819.4M |
| Nelson Capital Management, LLC | 0001512611 | May 7, 2026 | 108 | $819.2M |
| SJS Investment Consulting Inc. | 0001894302 | Apr 23, 2026 | 2,473 | $818.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0001748861 | May 5, 2026 | 489 | $818.3M |
| Hohimer Wealth Management, LLC | 0001802533 | May 1, 2026 | 367 | $818.2M |
| Brio Consultants, LLC | 0001747799 | May 6, 2026 | 152 | $818.0M |
| Capital Investment Counsel, Inc | 0001418421 | Apr 21, 2026 | 249 | $816.1M |
| Kera Capital Partners, Inc. | 0002040353 | May 6, 2026 | 569 | $814.7M |
| Stanley-Laman Group, Ltd. | 0001601489 | Apr 16, 2026 | 294 | $814.5M |
| Victory Financial Group, LLC | 0002011333 | Apr 27, 2026 | 347 | $813.9M |
| RTD Financial Advisors, Inc. | 0001810555 | Apr 13, 2026 | 114 | $813.7M |
| Advisory Research Inc. | 0000902584 | May 14, 2026 | 137 | $813.5M |
| TFC Financial Management, Inc. | 0001827844 | Apr 23, 2026 | 998 | $811.6M |
| Portfolio Strategies, Inc. | 0001753271 | May 5, 2026 | 75 | $811.1M |
| Rhenman & Partners Asset Management AB | 0001599882 | May 14, 2026 | 86 | $810.5M |
| Baxter Bros Inc. | 0001096783 | Apr 28, 2026 | 166 | $810.1M |
| Buck Wealth Strategies, LLC | 0001973259 | May 8, 2026 | 166 | $809.8M |
| Impact Partnership Wealth, LLC | 0001984555 | Apr 23, 2026 | 363 | $809.7M |
| Ashford Capital Management Inc. | 0000897070 | May 15, 2026 | 99 | $809.2M |
| B&D White Capital Company, LLC | 0001752523 | May 13, 2026 | 74 | $808.8M |
| Pathway Financial Advisors LLC | 0001738828 | Apr 8, 2026 | 136 | $808.3M |
| United Advisor Group, LLC | 0002004873 | Apr 17, 2026 | 497 | $807.2M |
| Dorsey Wright & Associates | 0001376772 | May 6, 2026 | 158 | $807.0M |
| Strid Group, LLC | 0001625800 | Apr 29, 2026 | 85 | $806.9M |
| Johnson Bixby & Associates, LLC | 0001844238 | Apr 16, 2026 | 127 | $806.5M |
| Financial Enhancement Group LLC | 0001641438 | Apr 20, 2026 | 132 | $805.9M |
| Flaharty Asset Management, LLC | 0001697882 | May 5, 2026 | 133 | $805.5M |
| Oarsman Capital, Inc. | 0001569667 | Apr 28, 2026 | 235 | $805.3M |
| Emerald Advisors, LLC | 0001802611 | Apr 24, 2026 | 117 | $805.3M |
| Redwood Investment Management, LLC | 0001717479 | Jun 24, 2026 | 264 | $805.3M |
| Glendon Capital Management LP | 0001604350 | May 11, 2026 | 25 | $805.2M |
| CVFG LLC | 0002050974 | Apr 29, 2026 | 239 | $804.3M |
| Ally Financial Inc. | 0000040729 | May 12, 2026 | 125 | $803.8M |
| LaFleur & Godfrey LLC | 0001387458 | May 4, 2026 | 141 | $803.2M |
| One Wealth Advisors, LLC | 0001725297 | Apr 21, 2026 | 304 | $803.0M |
| Financial Consulate, Inc. | 0001624510 | Apr 21, 2026 | 1,402 | $802.6M |
| Inspirion Wealth Advisors, LLC | 0001633448 | Apr 8, 2026 | 177 | $802.5M |
| Governors Lane LP | 0001644187 | May 15, 2026 | 167 | $801.5M |
| 1834 Investment Advisors Co. | 0001138486 | May 14, 2026 | 206 | $801.3M |
| ACK Asset Management LLC | 0001510940 | May 15, 2026 | 20 | $801.1M |
| Naviter Wealth, LLC | 0001855567 | Apr 10, 2026 | 271 | $800.6M |
| Liberty Wealth Management LLC | 0001769302 | May 12, 2026 | 268 | $800.4M |
| Cynosure Group, LLC | 0001763409 | May 14, 2026 | 198 | $800.3M |
| City Holding Co. | 0000726854 | Apr 15, 2026 | 570 | $799.8M |
| King Wealth Management Group | 0001568235 | May 4, 2026 | 158 | $799.7M |
| Infinitum Asset Management, LLC | 0002058093 | May 15, 2026 | 21 | $799.1M |
| Geometric Wealth Advisors | 0001900576 | May 13, 2026 | 85 | $798.6M |
| Kavar Capital Partners Group, LLC | 0001841766 | Apr 16, 2026 | 213 | $798.4M |
| Ashe Capital Management, LP | 0001632715 | May 15, 2026 | 7 | $797.4M |
| Rovida Investment Management Ltd | 0002053064 | May 19, 2026 | 17 | $797.3M |
| Barton Investment Management | 0001387818 | Apr 20, 2026 | 54 | $797.3M |
| Arkos Global Advisors | 0001769089 | May 13, 2026 | 199 | $796.8M |
| Ashton Thomas Securities, LLC | 0000771572 | May 18, 2026 | 443 | $796.5M |
| Professional Advisory Services Inc. | 0000894205 | Apr 15, 2026 | 80 | $795.5M |
| Legacy Financial Group LLC | 0001834011 | May 4, 2026 | 121 | $795.1M |
| L & S Advisors Inc | 0001392364 | May 11, 2026 | 233 | $794.9M |
| Curated Wealth Partners LLC | 0001781284 | Apr 9, 2026 | 228 | $793.6M |
| Soundwatch Capital LLC | 0001803253 | May 5, 2026 | 47 | $793.2M |
| Hound Partners, LLC | 0001353316 | May 15, 2026 | 34 | $792.3M |
| Vision Capital Management, Inc. | 0001417889 | Apr 24, 2026 | 150 | $791.9M |
| Aperture Investors, LLC | 0001787596 | May 15, 2026 | 87 | $791.3M |
| Parkway Wealth Management Group, LLC | 0002065679 | Apr 20, 2026 | 137 | $790.5M |
| Alpha Wave Global, LP | 0001558858 | May 14, 2026 | 20 | $790.5M |
| Atlas Venture Life Science Advisors, LLC | 0001917529 | May 14, 2026 | 6 | $790.0M |
| Avenir Tech Ltd | 0002029708 | May 15, 2026 | 21 | $789.5M |
| Independence Bank of Kentucky | 0001730479 | Apr 30, 2026 | 623 | $789.4M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0001599719 | May 13, 2026 | 44 | $789.3M |
| V3 Holding Ltd | 0001887845 | May 13, 2026 | 1 | $789.1M |
| Strategic Wealth Investment Group, LLC | 0001802365 | May 11, 2026 | 94 | $788.1M |
| Schwerin Boyle Capital Management Inc. | 0000937522 | May 14, 2026 | 47 | $788.0M |
| Anson Funds Management LP | 0001491072 | May 19, 2026 | 102 | $787.1M |
| Fideuram Asset Management (Ireland) dac | 0002109923 | May 11, 2026 | 445 | $786.7M |
| Roble, Belko & Company, Inc | 0001642305 | Apr 16, 2026 | 487 | $786.5M |
| New England Asset Management Inc. | 0001004244 | May 15, 2026 | 99 | $786.2M |
| JT Stratford LLC | 0001689013 | May 15, 2026 | 297 | $785.6M |
| Lake Street Private Wealth, LLC | 0001772031 | Apr 13, 2026 | 270 | $785.4M |
| McGowan Group Asset Management, Inc. | 0001633227 | May 11, 2026 | 152 | $785.1M |
| Sciencast Management LP | 0001653169 | May 14, 2026 | 243 | $785.1M |
| Brookwood Investment Group LLC | 0002066812 | May 4, 2026 | 492 | $784.3M |
| Central Pacific Bank - Trust Division | 0002020066 | Apr 8, 2026 | 854 | $783.6M |
| Nellore Capital Management LLC | 0001846677 | May 15, 2026 | 11 | $782.6M |
| McMillan Office, Inc. | 0002109205 | Apr 23, 2026 | 500 | $781.6M |
| Titan Investment Solutions Ltd | 0002103356 | May 12, 2026 | 56 | $781.5M |
| Quantum Capital Management, LLC / NJ | 0001513125 | May 13, 2026 | 34 | $781.4M |
| High Probability Advisors, LLC | 0002039415 | Apr 13, 2026 | 67 | $781.4M |
| Technology Crossover Management X, Ltd. | 0001787727 | May 8, 2026 | 6 | $781.3M |
| HRTG Gpe, LLC | 0001537455 | May 15, 2026 | 3 | $781.0M |
| United Bank | 0001286478 | May 11, 2026 | 121 | $780.8M |
| Biondo Investment Advisors, LLC | 0001455176 | May 14, 2026 | 82 | $779.9M |
| Lifeworks Advisors, LLC | 0001882132 | May 4, 2026 | 296 | $779.2M |
| FSM Wealth Advisors, LLC | 0001942548 | Apr 27, 2026 | 316 | $778.2M |
| TCP Asset Management, LLC | 0001961898 | Apr 10, 2026 | 133 | $778.0M |
| Axq Capital, LP | 0001916908 | May 13, 2026 | 973 | $777.1M |