| Harbor Group, Inc. | 0001840486 | Jan 12, 2026 | 114 | $667.7M |
| Vista Equity Partners Management, LLC | 0001569532 | Feb 17, 2026 | 3 | $666.7M |
| Silverback Asset Management LLC | 0001278960 | Feb 17, 2026 | 54 | $666.2M |
| Harbor Advisors LLC | 0001687156 | Jan 30, 2026 | 193 | $665.8M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0000932724 | Feb 5, 2026 | 279 | $665.8M |
| Round Rock Advisors LLC | 0001846991 | Apr 7, 2026 | 326 | $664.8M |
| Allen Mooney & Barnes Investment Advisors LLC | 0002001461 | Jan 21, 2026 | 162 | $664.5M |
| Foresight Group Ltd Liability Partnership | 0001943441 | Feb 17, 2026 | 58 | $664.4M |
| Matauro, LLC | 0002052964 | Jan 16, 2026 | 150 | $664.2M |
| Maridea Wealth Management LLC | 0002056245 | Jan 8, 2026 | 399 | $664.1M |
| Cohen Capital Management, Inc. | 0001508120 | Jan 20, 2026 | 150 | $663.9M |
| Kemnay Advisory Services Inc. | 0001555283 | Feb 17, 2026 | 862 | $663.1M |
| Horst & Graben Wealth Management LLC | 0001818207 | Jan 27, 2026 | 179 | $662.8M |
| Regatta Capital Group, LLC | 0001911488 | Jan 13, 2026 | 211 | $662.1M |
| Crane Advisory, LLC | 0001951283 | Jan 15, 2026 | 52 | $661.4M |
| Boussard & Gavaudan Investment Management LLP | 0001614986 | Feb 12, 2026 | 89 | $661.3M |
| Atmos Capital Gestao DE Recursos Ltda. | 0001832439 | Feb 20, 2026 | 15 | $660.0M |
| Insight Advisors, LLC/ PA | 0001844880 | Feb 11, 2026 | 282 | $660.0M |
| Adams Natural Resources Fund, Inc. | 0000216851 | Feb 13, 2026 | 55 | $659.4M |
| Hamilton Point Investment Advisors, LLC | 0001599746 | Feb 12, 2026 | 189 | $657.7M |
| Primavera Capital Management Ltd | 0001686305 | Feb 13, 2026 | 3 | $657.1M |
| Heritage Investment Group, Inc. | 0001876811 | Jan 30, 2026 | 127 | $657.0M |
| Oliver Luxxe Assets LLC | 0001666239 | Jan 8, 2026 | 189 | $656.9M |
| DSG Capital Advisors, LLC | 0002060765 | Jan 27, 2026 | 119 | $656.5M |
| Essex Investment Management Co. LLC | 0000201772 | Feb 13, 2026 | 306 | $655.9M |
| Blueprint Financial Advisors LLC | 0002054129 | Feb 13, 2026 | 98 | $655.4M |
| FTV Management Company, L.P. | 0002021589 | Feb 17, 2026 | 2 | $655.3M |
| TSG Advice Partners, LLC | 0002111347 | Feb 17, 2026 | 116 | $655.1M |
| General Electric Co | 0000040545 | Feb 5, 2026 | 2 | $655.1M |
| LJI Wealth Management, LLC | 0001988563 | Feb 3, 2026 | 188 | $654.7M |
| Kingdon Capital Management, L.L.C. | 0001000097 | Feb 17, 2026 | 57 | $653.5M |
| Globeflex Capital L P | 0000921531 | Feb 11, 2026 | 400 | $653.3M |
| Ignite Planners, LLC | 0001849348 | Feb 6, 2026 | 401 | $653.0M |
| Turiya Advisors Asia Ltd | 0001554179 | Feb 12, 2026 | 5 | $652.9M |
| Sierra Summit Advisors LLC | 0002012614 | Feb 6, 2026 | 171 | $652.3M |
| ARCH Venture Management, LLC | 0001274403 | Feb 17, 2026 | 9 | $651.7M |
| Morton Capital Management LLC | 0002002628 | Feb 3, 2026 | 134 | $651.2M |
| Sentinel Pension Advisors, LLC | 0001802290 | Jan 12, 2026 | 131 | $651.0M |
| Dumac, Inc. | 0001584258 | Feb 10, 2026 | 10 | $651.0M |
| HORAN Wealth, LLC | 0002072569 | Feb 4, 2026 | 178 | $650.9M |
| Raffa Wealth Management, LLC | 0001631073 | Jul 27, 2026 | 1,163 | $650.1M |
| Light Street Capital Management, LLC | 0001569049 | Feb 17, 2026 | 24 | $649.8M |
| Polunin Capital Partners Ltd | 0001629869 | Jan 20, 2026 | 24 | $649.1M |
| Warwick Investment Management, Inc. | 0001931041 | Jan 15, 2026 | 149 | $649.0M |
| Virtue Capital Management, LLC | 0001729985 | Feb 18, 2026 | 307 | $649.0M |
| Cadinha & Co. LLC | 0000923469 | Jan 28, 2026 | 103 | $648.2M |
| Lebenthal Global Advisors, LLC | 0001845766 | Jan 28, 2026 | 180 | $647.9M |
| Fox Run Management, L.L.C. | 0001533457 | Feb 11, 2026 | 867 | $647.9M |
| Woodson Capital Management, LP | 0001697848 | Feb 17, 2026 | 28 | $647.6M |
| Strategic Global Advisors, LLC | 0001580212 | Feb 13, 2026 | 137 | $647.3M |
| Allied Investment Advisors, LLC | 0001729869 | Feb 9, 2026 | 102 | $646.8M |
| Central Bank & Trust Co. | 0001175954 | Jan 9, 2026 | 179 | $646.7M |
| SC&H Financial Advisors, Inc. | 0001907898 | Jan 21, 2026 | 159 | $646.4M |
| Foguth Wealth Management, LLC. | 0002016322 | Jan 5, 2026 | 175 | $645.1M |
| Beacon Capital Management, LLC | 0001921487 | Feb 13, 2026 | 158 | $645.1M |
| Blue Fin Capital, Inc. | 0001576102 | Jan 23, 2026 | 153 | $644.9M |
| Soundwatch Capital LLC | 0001803253 | Feb 10, 2026 | 48 | $644.8M |
| Stone House Investment Management, LLC | 0001696497 | Jan 21, 2026 | 850 | $644.2M |
| Horizon Wealth Management, LLC | 0001815123 | Feb 4, 2026 | 127 | $644.1M |
| FRG Family Wealth Advisors LLC | 0001893327 | Jan 21, 2026 | 160 | $644.1M |
| Wilsey Asset Management Inc. | 0001598379 | Jan 7, 2026 | 29 | $644.1M |
| NFSG Corp | 0001879757 | Jan 21, 2026 | 1,216 | $644.0M |
| Burling Wealth Partners, LLC | 0002054946 | Feb 6, 2026 | 185 | $643.6M |
| Market Street Wealth Management Advisors LLC | 0001767601 | Jan 23, 2026 | 101 | $643.1M |
| Polymer Capital Management (HK) LTD | 0001970465 | Feb 13, 2026 | 126 | $642.5M |
| Dream Peak Capital Ltd | 0002032148 | Jan 13, 2026 | 6 | $642.2M |
| Versor Investments LP | 0001650301 | Feb 4, 2026 | 590 | $641.8M |
| Schnieders Capital Management, Llc. | 0002057056 | Jan 29, 2026 | 217 | $641.6M |
| SFE Investment Counsel | 0001317784 | Feb 5, 2026 | 143 | $641.3M |
| Cornerstone Planning Group LLC | 0001822587 | Feb 2, 2026 | 1,709 | $641.3M |
| Eclectic Associates Inc. | 0000743482 | Feb 3, 2026 | 149 | $641.1M |
| Nalanda India Equity Fund Ltd | 0001622904 | Feb 18, 2026 | 1 | $641.0M |
| Stablepoint Partners, LLC | 0002011237 | Jan 13, 2026 | 245 | $640.9M |
| Greystone Financial Group, LLC | 0001845302 | Jan 27, 2026 | 97 | $640.7M |
| CHICAGO TRUST Co NA | 0001601539 | Feb 17, 2026 | 383 | $639.8M |
| Bearing Point Capital, LLC | 0002052916 | Feb 10, 2026 | 183 | $639.7M |
| Optas, LLC | 0001802961 | Jan 27, 2026 | 463 | $639.3M |
| North Growth Management Ltd. | 0001745796 | Feb 13, 2026 | 47 | $639.3M |
| WPWealth LLP | 0001950118 | Feb 13, 2026 | 96 | $638.9M |
| Drexel Morgan & Co. | 0001508512 | Feb 12, 2026 | 57 | $638.9M |
| Strategic Advisors LLC | 0001569119 | Feb 10, 2026 | 180 | $638.4M |
| SilverOak Wealth Management LLC | 0001764766 | Jan 28, 2026 | 120 | $638.1M |
| Pettyjohn, Wood & White, Inc. | 0001128213 | Feb 11, 2026 | 214 | $638.1M |
| Shannon River Fund Management LLC | 0001301050 | Feb 17, 2026 | 26 | $637.5M |
| Security Financial Services, INC. | 0001913590 | Jan 27, 2026 | 212 | $636.9M |
| Hughes Financial Services, LLC | 0002054465 | Feb 11, 2026 | 1,276 | $636.7M |
| American Money Management, LLC | 0001600085 | Feb 10, 2026 | 166 | $636.3M |
| Summit Street Capital Management, LLC | 0001595533 | Feb 17, 2026 | 31 | $636.2M |
| Summit Creek Advisors LLC | 0001333709 | Feb 6, 2026 | 67 | $635.6M |
| Northwest Wealth Management, LLC | 0001695344 | Jan 14, 2026 | 246 | $635.5M |
| Clearstead Trust, LLC | 0001708001 | Feb 9, 2026 | 997 | $635.2M |
| Secure Asset Management, LLC | 0001800692 | Jan 20, 2026 | 333 | $635.0M |
| PenderFund Capital Management Ltd. | 0001706164 | Feb 17, 2026 | 219 | $634.7M |
| Gilman Hill Asset Management, LLC | 0001551969 | Jan 12, 2026 | 226 | $634.7M |
| Towercrest Capital Management | 0001633288 | Jan 21, 2026 | 98 | $634.3M |
| Neo Ivy Capital Management | 0001727783 | Feb 13, 2026 | 336 | $633.0M |
| Bell Investment Advisors, Inc | 0001890149 | Feb 24, 2026 | 1,802 | $632.3M |
| Financial Management Network Inc. | 0001844831 | Jan 8, 2026 | 186 | $632.0M |
| Chandler Asset Management, Inc. | 0001665018 | Feb 13, 2026 | 22 | $631.9M |
| VR Advisory Services Ltd | 0001348145 | Feb 18, 2026 | 37 | $631.8M |