| Auxier Asset Management LLC | 0001105863 | May 14, 2026 | 176 | $696.4M |
| Calton & Associates, Inc. | 0000822648 | May 13, 2026 | 438 | $695.9M |
| Blue Bell Private Wealth Management, LLC | 0001352860 | May 11, 2026 | 724 | $695.6M |
| Allen Mooney & Barnes Investment Advisors LLC | 0002001461 | Apr 13, 2026 | 159 | $695.3M |
| Manchester Capital Management LLC | 0001393389 | May 11, 2026 | 1,306 | $694.3M |
| Ironwood Investment Counsel, LLC | 0001330463 | May 7, 2026 | 263 | $694.2M |
| Sio Capital Management, LLC | 0001482416 | May 14, 2026 | 73 | $693.9M |
| Continental General Insurance Co. | 0000024046 | May 14, 2026 | 11 | $693.4M |
| Harbor Advisors LLC | 0001687156 | May 7, 2026 | 197 | $692.2M |
| Matauro, LLC | 0002052964 | Apr 22, 2026 | 145 | $692.0M |
| Harbor Group, Inc. | 0001840486 | Apr 10, 2026 | 115 | $692.0M |
| Cim, LLC | 0001364725 | May 18, 2026 | 166 | $691.7M |
| Capital Planning Advisors, LLC | 0001631941 | May 14, 2026 | 146 | $691.6M |
| Pembroke Management, LTD | 0001063497 | May 14, 2026 | 97 | $691.4M |
| Gratus Wealth Advisors, LLC | 0002022161 | May 4, 2026 | 138 | $691.4M |
| South Street Advisors LLC | 0001399706 | May 13, 2026 | 83 | $690.3M |
| Warwick Investment Management, Inc. | 0001931041 | May 12, 2026 | 137 | $690.1M |
| Larch Capital Partners LLC | 0002112646 | May 15, 2026 | 53 | $690.0M |
| Southernsun Asset Management, LLC | 0001089755 | May 13, 2026 | 31 | $689.9M |
| B & T Capital Management DBA Alpha Capital Management | 0001450935 | May 13, 2026 | 115 | $689.9M |
| Crews Bank & Trust | 0002052279 | May 13, 2026 | 673 | $689.8M |
| Chatham Capital Group, Inc. | 0001108969 | Apr 21, 2026 | 198 | $689.3M |
| Platinum Paramount Investment LTD. | 0002089123 | May 14, 2026 | 2 | $689.2M |
| Baron Silver Stevens Financial Advisors, LLC | 0001851395 | May 13, 2026 | 134 | $689.2M |
| Buffalo Business & Estate Services Ltd. | 0002103405 | Apr 17, 2026 | 87 | $689.0M |
| KPP Advisory Services LLC | 0001989349 | Apr 24, 2026 | 349 | $688.6M |
| Eagle Rock Investment Company, LLC | 0001911407 | Apr 9, 2026 | 158 | $688.2M |
| Sierra Summit Advisors LLC | 0002012614 | Apr 27, 2026 | 180 | $688.1M |
| Strategic Point Investment Advisors, LLC | 0001295044 | Apr 23, 2026 | 35 | $688.0M |
| Alpine Bank Wealth Management | 0001974910 | Apr 21, 2026 | 161 | $687.8M |
| Lebenthal Global Advisors, LLC | 0001845766 | May 14, 2026 | 190 | $687.7M |
| University of Texas/Texas Am Investment Management Co. | 0001019231 | May 7, 2026 | 301 | $687.5M |
| Security National Bank | 0001719739 | Apr 16, 2026 | 411 | $686.7M |
| Human Investing LLC | 0001767513 | May 7, 2026 | 96 | $686.6M |
| Maridea Wealth Management LLC | 0002056245 | Apr 21, 2026 | 449 | $685.8M |
| Estabrook Capital Management | 0001344717 | May 14, 2026 | 380 | $685.3M |
| Tolleson Wealth Management, Inc. | 0001772937 | Jul 28, 2026 | 92 | $685.0M |
| Hudson Edge Investment Partners Inc. | 0000740272 | Apr 27, 2026 | 101 | $684.3M |
| First National Advisers, LLC | 0001941030 | May 8, 2026 | 239 | $683.5M |
| Hexagon Capital Partners LLC | 0001831542 | May 5, 2026 | 252 | $683.4M |
| Horizon Wealth Management, LLC | 0001815123 | Apr 24, 2026 | 137 | $682.2M |
| Drexel Morgan & Co. | 0001508512 | May 11, 2026 | 60 | $681.8M |
| Torray Investment Partners LLC | 0000098758 | May 1, 2026 | 88 | $681.7M |
| Well Done, LLC | 0001667132 | Apr 14, 2026 | 197 | $680.8M |
| Night Squared LP | 0002058786 | May 15, 2026 | 72 | $680.7M |
| Covington Investment Advisors Inc. | 0001569036 | May 12, 2026 | 74 | $680.5M |
| Clearlake Capital Group, L.P. | 0001688282 | May 15, 2026 | 6 | $680.4M |
| Hudock, Inc. | 0001543536 | May 13, 2026 | 200 | $679.7M |
| Independent Solutions Wealth Management, LLC | 0001818391 | Apr 27, 2026 | 185 | $679.1M |
| Advisors Preferred, LLC | 0001598841 | May 5, 2026 | 215 | $679.0M |
| Kim, LLC | 0001888968 | May 12, 2026 | 62 | $678.4M |
| Mraz, Amerine & Associates, Inc. | 0001542324 | May 5, 2026 | 190 | $678.2M |
| Daido Life Insurance Co. | 0001173460 | May 8, 2026 | 6 | $677.9M |
| Topsail Wealth Management, LLC | 0002056627 | Apr 21, 2026 | 294 | $677.9M |
| Mitchell McLeod Pugh & Williams Inc. | 0001632105 | Apr 24, 2026 | 283 | $677.6M |
| Hoey Investments, Inc. | 0001799544 | Apr 29, 2026 | 416 | $677.6M |
| ARCH Venture Management, LLC | 0001274403 | May 15, 2026 | 10 | $677.1M |
| Masters Capital Management LLC | 0001104186 | May 15, 2026 | 44 | $677.0M |
| Noked Israel Ltd | 0001767750 | May 14, 2026 | 13 | $676.9M |
| Sentinel Pension Advisors, LLC | 0001802290 | Apr 16, 2026 | 137 | $676.4M |
| Noesis Capital Mangement Corp. | 0001262677 | May 5, 2026 | 125 | $676.4M |
| Radnor Capital Management, LLC | 0001696867 | Apr 15, 2026 | 308 | $675.8M |
| Polymer Capital Management (US) LLC | 0001973324 | May 14, 2026 | 733 | $675.1M |
| Blueprint Financial Advisors LLC | 0002054129 | May 11, 2026 | 100 | $674.9M |
| Dream Peak Capital Ltd | 0002032148 | May 13, 2026 | 6 | $674.8M |
| JBF Capital, Inc. | 0001483864 | May 8, 2026 | 110 | $674.3M |
| Redwood Capital Management, LLC | 0001316622 | May 15, 2026 | 22 | $674.2M |
| Smithbridge Asset Management Inc. | 0001103245 | Apr 24, 2026 | 183 | $674.2M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0000932724 | May 14, 2026 | 297 | $674.1M |
| Mountain Capital Investment Advisors Inc. | 0001714506 | May 11, 2026 | 88 | $673.9M |
| Corsair Capital Management, L.P. | 0001276470 | May 15, 2026 | 151 | $673.0M |
| Stablepoint Partners, LLC | 0002011237 | Apr 30, 2026 | 260 | $672.6M |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 0002086998 | May 1, 2026 | 27 | $672.4M |
| Morton Capital Management LLC | 0002002628 | Apr 21, 2026 | 139 | $672.2M |
| Laffer Tengler Investments, Inc. | 0001307878 | May 13, 2026 | 182 | $672.2M |
| S-Bank Fund Management Ltd | 0002036461 | May 11, 2026 | 178 | $671.2M |
| Titan Global Capital Management USA LLC | 0001845930 | May 7, 2026 | 59 | $671.1M |
| Thrive Wealth Management, LLC | 0001847610 | Apr 9, 2026 | 231 | $670.9M |
| Summit Partners L P | 0000830588 | May 8, 2026 | 7 | $670.2M |
| Allen Operations LLC | 0001389544 | May 7, 2026 | 35 | $669.7M |
| Marquette Asset Management, LLC | 0001395067 | Apr 24, 2026 | 796 | $669.1M |
| LS Investment Advisors, LLC | 0001455845 | Apr 21, 2026 | 126 | $668.3M |
| Crane Advisory, LLC | 0001951283 | Apr 21, 2026 | 52 | $668.1M |
| Oliver Luxxe Assets LLC | 0001666239 | Apr 8, 2026 | 200 | $667.9M |
| IDG-Accel China Capital II Associates L.P. | 0001535769 | May 1, 2026 | 1 | $667.5M |
| TSG Advice Partners, LLC | 0002111347 | Apr 24, 2026 | 135 | $667.4M |
| CFM Wealth Partners LLC | 0001801097 | Apr 21, 2026 | 143 | $667.2M |
| Perryman Financial Advisory Inc. | 0000934040 | Apr 29, 2026 | 173 | $667.0M |
| Wellington Shields Capital Management, LLC | 0001506071 | May 4, 2026 | 325 | $666.2M |
| Bain Capital Prairie, LLC | 0002067353 | May 15, 2026 | 1 | $666.0M |
| Counterpoint Mutual Funds LLC | 0001698461 | Apr 27, 2026 | 294 | $665.9M |
| Northwest Wealth Management, LLC | 0001695344 | Apr 14, 2026 | 252 | $665.3M |
| MainStreet Investment Advisors LLC | 0001729854 | May 11, 2026 | 158 | $664.5M |
| Sawgrass Asset Management LLC | 0001105467 | May 1, 2026 | 193 | $664.2M |
| SC&H Financial Advisors, Inc. | 0001907898 | Apr 23, 2026 | 155 | $663.2M |
| Gilman Hill Asset Management, LLC | 0001551969 | Apr 8, 2026 | 225 | $662.5M |
| Fulcrum Asset Management LLP | 0001353395 | May 14, 2026 | 219 | $661.8M |
| Triasima Portfolio Management inc. | 0001938757 | Apr 24, 2026 | 137 | $661.5M |
| Decheng Capital LLC | 0002010850 | May 13, 2026 | 14 | $661.3M |
| Artemis Wealth Advisors, LLC | 0001767435 | May 14, 2026 | 44 | $661.0M |