| Schmidt P J Investment Management Inc. | 0001008895 | Apr 29, 2026 | 212 | $594.6M |
| Prevail Innovative Wealth Advisors, LLC | 0001989941 | Apr 30, 2026 | 178 | $594.1M |
| Endurance Services Ltd | 0002011025 | May 13, 2026 | 8 | $593.8M |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 0001474069 | May 15, 2026 | 10 | $593.3M |
| Encompass More Asset Management | 0002011218 | Apr 28, 2026 | 239 | $592.6M |
| Columbus Hill Capital Management, L.P. | 0001384982 | May 13, 2026 | 21 | $592.5M |
| Almanack Investment Partners, LLC. | 0001680613 | May 5, 2026 | 177 | $592.4M |
| 12 West Capital Management LP | 0001540531 | May 15, 2026 | 20 | $592.4M |
| Concord Asset Management, LLC | 0002031885 | May 1, 2026 | 117 | $591.8M |
| MA Private Wealth | 0001767474 | May 7, 2026 | 86 | $591.4M |
| Land & Buildings Investment Management, LLC | 0001536520 | May 15, 2026 | 20 | $591.4M |
| Sunriver Management LLC | 0001663900 | May 14, 2026 | 18 | $591.3M |
| Maia Wealth LLC | 0002010858 | May 8, 2026 | 346 | $591.1M |
| SeaBridge Investment Advisors LLC | 0001304229 | Apr 29, 2026 | 188 | $591.1M |
| Beck Bode, LLC | 0001790548 | May 7, 2026 | 92 | $590.6M |
| Catalyst Funds Management Pty Ltd | 0001896150 | May 11, 2026 | 584 | $590.6M |
| Bellwether Advisors, LLC | 0001819815 | May 12, 2026 | 159 | $590.2M |
| Fourthstone LLC | 0001767803 | May 15, 2026 | 62 | $590.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0001936603 | May 6, 2026 | 590 | $589.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0001752758 | May 1, 2026 | 138 | $589.1M |
| West Financial Advisors, LLC | 0001843684 | Apr 8, 2026 | 193 | $589.1M |
| Patton Fund Management, Inc. | 0001689232 | Apr 22, 2026 | 488 | $588.7M |
| Monarch Alternative Capital LP | 0001281084 | May 15, 2026 | 7 | $588.0M |
| Canvas Wealth Advisors, LLC | 0001858782 | Apr 28, 2026 | 240 | $588.0M |
| Martel Wealth Advisors LLC | 0002039437 | May 1, 2026 | 73 | $587.5M |
| Martin & Co. Inc. | 0001008868 | May 14, 2026 | 101 | $587.4M |
| Blume Capital Management, Inc. | 0001587192 | May 1, 2026 | 336 | $587.3M |
| Premier Financial Group | 0001989061 | May 6, 2026 | 44 | $587.3M |
| Perennial Advisors, LLC | 0001697360 | Apr 13, 2026 | 124 | $587.2M |
| Frec Markets, Inc. | 0002111359 | May 14, 2026 | 644 | $587.2M |
| Brady Martz Wealth Solutions, LLC | 0002049470 | Apr 15, 2026 | 195 | $586.9M |
| PAX Financial Group, LLC | 0001803673 | Apr 27, 2026 | 199 | $586.2M |
| Opes Wealth Management LLC | 0001766918 | Apr 29, 2026 | 141 | $585.7M |
| Garden Investment Management, L.P. | 0002044217 | May 15, 2026 | 2 | $585.6M |
| Talos Eurisko Asset Management LP | 0002041062 | May 14, 2026 | 23 | $585.3M |
| Capital Management Corp. | 0001074273 | Apr 23, 2026 | 71 | $585.1M |
| Retirement Income Solutions, Inc. | 0001730386 | May 4, 2026 | 173 | $585.1M |
| Capital Group Investment Management Pte. LTD. | 0001939970 | May 13, 2026 | 140 | $585.0M |
| Huntleigh Advisors, Inc. | 0001367653 | Apr 21, 2026 | 282 | $584.9M |
| Edge Wealth Management LLC | 0001567163 | Apr 21, 2026 | 85 | $584.9M |
| GenWealth Group, Inc. | 0001713678 | May 11, 2026 | 85 | $584.5M |
| KTF Investments, LLC | 0002099997 | May 4, 2026 | 91 | $584.2M |
| Arcadia Investment Management Corp. | 0001016972 | Apr 22, 2026 | 366 | $583.9M |
| Mountain Pacific Investment Advisers LLC | 0001067324 | Apr 16, 2026 | 141 | $583.7M |
| Sky Investment Group LLC | 0001333792 | Apr 16, 2026 | 140 | $583.4M |
| Diversified Management Inc. | 0000922372 | Apr 9, 2026 | 262 | $583.2M |
| Brickley Wealth Management | 0001712533 | May 5, 2026 | 60 | $583.1M |
| CMH Wealth Management LLC | 0001657516 | Apr 13, 2026 | 113 | $582.5M |
| Oak Grove Capital LLC | 0001661762 | May 13, 2026 | 82 | $582.3M |
| IPG Investment Advisors LLC | 0001602237 | May 12, 2026 | 242 | $582.3M |
| Goodman Financial Corp | 0001382303 | May 6, 2026 | 77 | $581.9M |
| D L Carlson Investment Group Inc. | 0001021117 | May 13, 2026 | 135 | $581.8M |
| Tensor Edge Capital, LLC | 0002096531 | Apr 27, 2026 | 17 | $581.8M |
| Technology Crossover Management XI, Ltd. | 0001977402 | May 8, 2026 | 2 | $581.7M |
| Sphera Funds Management LTD. | 0001496201 | May 15, 2026 | 92 | $581.5M |
| Advisory Resource Group | 0001764968 | May 15, 2026 | 172 | $581.1M |
| Mengis Capital Management, Inc. | 0001609674 | May 12, 2026 | 212 | $581.0M |
| Kesler, Norman & Wride, LLC | 0001840455 | May 6, 2026 | 245 | $580.7M |
| Gibraltar Capital Management, Inc. | 0001625986 | Apr 13, 2026 | 124 | $580.6M |
| JB Capital Partners LP | 0001138532 | May 14, 2026 | 85 | $580.5M |
| Aegis Financial Corp. | 0001140753 | May 13, 2026 | 37 | $580.5M |
| Atmos Capital Gestao DE Recursos Ltda. | 0001832439 | May 15, 2026 | 15 | $579.6M |
| Bleichroeder LP | 0001781002 | May 14, 2026 | 81 | $578.6M |
| Hel Ved Capital Management Ltd | 0001840129 | May 15, 2026 | 52 | $578.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0001731447 | Apr 8, 2026 | 118 | $577.9M |
| Webs Creek Capital Management LP | 0001825309 | May 15, 2026 | 14 | $577.5M |
| Massachusetts Institute of Technology | 0000351051 | May 13, 2026 | 5 | $577.0M |
| Deltroit Asset Management (UK) LLP | 0002104766 | May 15, 2026 | 39 | $576.5M |
| Ellis Investment Partners, LLC | 0001765590 | May 12, 2026 | 268 | $576.3M |
| Gould Asset Management LLC | 0001091961 | May 6, 2026 | 171 | $575.7M |
| Patten Group, Inc. | 0001633207 | Apr 24, 2026 | 296 | $575.3M |
| Sovereign Financial Group, Inc. | 0001846175 | Apr 17, 2026 | 362 | $574.9M |
| Bourgeon Capital Management LLC | 0001088731 | Apr 13, 2026 | 106 | $574.2M |
| Periscope Capital Inc. | 0001695320 | May 14, 2026 | 414 | $574.2M |
| Intelligence Driven Advisers, LLC | 0001819955 | May 15, 2026 | 130 | $573.6M |
| Tempo Wealth, LLC | 0002112005 | May 14, 2026 | 213 | $573.4M |
| Drucker Wealth 3.0, LLC | 0002031642 | Apr 23, 2026 | 266 | $572.8M |
| Ironwood Financial, llc | 0001630360 | Apr 16, 2026 | 168 | $572.7M |
| Nordwand Advisors, LLC | 0001962713 | May 7, 2026 | 150 | $571.7M |
| Fox Run Management, L.L.C. | 0001533457 | May 12, 2026 | 856 | $571.6M |
| McLean Asset Management Corp | 0001833140 | Apr 22, 2026 | 165 | $571.6M |
| Marble Wealth, LLC | 0002110081 | May 14, 2026 | 222 | $571.4M |
| Black Swift Group, LLC | 0001704212 | Apr 24, 2026 | 117 | $571.1M |
| RPTC Inc. | 0001714450 | May 15, 2026 | 7 | $570.7M |
| XXEC, Inc. | 0001828822 | Apr 24, 2026 | 23 | $570.6M |
| Tulsa Wealth Advisors, INC | 0002114442 | May 11, 2026 | 150 | $570.4M |
| Deeter Investments LLP | 0001675711 | Sep 22, 2026 | 99 | $570.3M |
| RAM Investment Partners, LLC | 0001989672 | May 4, 2026 | 121 | $569.3M |
| Activest Wealth Management | 0001883134 | Apr 15, 2026 | 1,359 | $569.2M |
| New World Advisors LLC | 0001767724 | Apr 27, 2026 | 83 | $568.8M |
| Chemistry Wealth Management LLC | 0001910183 | Apr 9, 2026 | 204 | $568.5M |
| Community Financial Services Group, LLC | 0001537319 | Apr 8, 2026 | 460 | $568.2M |
| Broad Run Investment Management, LLC | 0001568621 | May 15, 2026 | 24 | $567.9M |
| Presilium Private Wealth, LLC | 0001939831 | Apr 17, 2026 | 75 | $567.2M |
| Peak Asset Management, LLC | 0001632512 | May 15, 2026 | 147 | $566.8M |
| Kiley Juergens Wealth Management, LLC | 0001723223 | Apr 28, 2026 | 235 | $566.7M |
| MinichMacGregor Wealth Management, LLC | 0001744318 | Apr 20, 2026 | 136 | $566.7M |
| Beacon Capital Management, LLC | 0001921487 | May 11, 2026 | 166 | $566.7M |
| Satovsky Asset Management LLC | 0001807288 | May 14, 2026 | 73 | $566.5M |
| Essex LLC | 0001889147 | Apr 24, 2026 | 175 | $566.5M |