| Grace & White Inc. | 0000903064 | Apr 21, 2026 | 136 | $566.2M |
| Foresight Group Ltd Liability Partnership | 0001943441 | May 4, 2026 | 59 | $566.2M |
| Amarillo National Bank | 0001053013 | Apr 17, 2026 | 91 | $566.2M |
| Stenger Family Office, LLC | 0002056106 | Apr 29, 2026 | 117 | $566.1M |
| Generali Powszechne Towarzystwo Emerytalne | 0002042955 | Apr 21, 2026 | 28 | $565.6M |
| Providence Equity Partners L.L.C. | 0001492133 | May 15, 2026 | 3 | $565.1M |
| Opal Capital LLC | 0002100122 | May 18, 2026 | 141 | $564.7M |
| Kahn Brothers Group Inc. | 0001039565 | May 8, 2026 | 48 | $564.1M |
| Adventist Health System/ West | 0001802516 | May 12, 2026 | 13 | $563.9M |
| Patient Square Capital LP | 0001819257 | May 15, 2026 | 29 | $563.6M |
| ThornTree Capital Partners LP | 0001688511 | May 15, 2026 | 16 | $563.5M |
| KKM Financial LLC | 0002001943 | May 15, 2026 | 168 | $563.2M |
| Asset Allocation Strategies LLC | 0001922879 | Apr 22, 2026 | 167 | $563.1M |
| Arthur M. Cohen & Associates, LLC | 0001692252 | May 8, 2026 | 127 | $562.6M |
| Portfolio Design Labs, LLC | 0002010278 | May 11, 2026 | 232 | $562.3M |
| Garrett Wealth Advisory Group, LLC | 0001729443 | Apr 27, 2026 | 133 | $562.3M |
| Addison Capital Co | 0001581465 | Apr 29, 2026 | 182 | $562.2M |
| Financial Gravity Asset Management, Inc. | 0001741736 | May 8, 2026 | 973 | $562.0M |
| Maytus Capital Management, LLC | 0001708759 | May 15, 2026 | 62 | $561.9M |
| Key Financial Inc | 0001801720 | Apr 24, 2026 | 1,394 | $561.8M |
| North Point Portfolio Managers Corp. | 0001105344 | Apr 24, 2026 | 76 | $561.4M |
| Twele Capital Management, Inc. | 0001411268 | Apr 7, 2026 | 39 | $560.9M |
| Moment Partners, LLC | 0002055889 | May 4, 2026 | 113 | $560.5M |
| Oakwell Private Wealth Management, LLC | 0001844024 | May 1, 2026 | 79 | $560.2M |
| Harfst & Associates, Inc. | 0001649147 | May 13, 2026 | 121 | $560.2M |
| Delta Investment Management, LLC | 0001757043 | May 13, 2026 | 273 | $558.8M |
| Curran Financial Partners, LLC | 0001843867 | Apr 15, 2026 | 127 | $558.6M |
| Stone House Investment Management, LLC | 0001696497 | Apr 22, 2026 | 1,069 | $558.1M |
| Thames Capital Management LLC | 0001714267 | May 12, 2026 | 43 | $557.9M |
| ALM First Financial Advisors, LLC | 0001950054 | Apr 10, 2026 | 25 | $557.5M |
| Cander Asset Management LP | 0002082399 | May 15, 2026 | 43 | $557.1M |
| Marino, Stram & Associates LLC | 0001099762 | Apr 29, 2026 | 185 | $556.6M |
| Naria Inc. | 0002012185 | Apr 30, 2026 | 1 | $556.5M |
| Bracebridge Capital, LLC | 0001426486 | May 15, 2026 | 28 | $556.2M |
| Three Arch Wealth Management LLC | 0002109462 | May 6, 2026 | 61 | $556.1M |
| TLWM | 0001732537 | Apr 8, 2026 | 69 | $555.2M |
| Heirloom Wealth Management | 0001882903 | Apr 15, 2026 | 87 | $555.1M |
| Founders Financial Alliance, LLC | 0001832190 | May 11, 2026 | 735 | $554.9M |
| Arq Wealth Advisors, LLC | 0001811827 | May 1, 2026 | 191 | $554.8M |
| Studio Investment Management LLC | 0001893893 | May 15, 2026 | 184 | $554.6M |
| Moody Aldrich Partners LLC | 0000936941 | Apr 20, 2026 | 190 | $554.5M |
| Truvestments Capital LLC | 0001750405 | May 13, 2026 | 1,176 | $554.5M |
| Childress Capital Advisors, LLC | 0001849561 | Apr 29, 2026 | 374 | $554.4M |
| Bellecapital International Ltd. | 0001600152 | May 12, 2026 | 117 | $554.3M |
| Legacy Financial Strategies, LLC | 0001723925 | May 1, 2026 | 140 | $554.2M |
| Conrad Siegel Investment Advisors, Inc. | 0001905875 | Apr 13, 2026 | 63 | $554.0M |
| Trivium Point Advisory, LLC | 0001766564 | Apr 21, 2026 | 270 | $553.2M |
| Crossingbridge Advisors, LLC | 0001770024 | May 14, 2026 | 156 | $552.7M |
| Sterling Investment Advisors, Ltd. | 0001701132 | May 4, 2026 | 212 | $552.4M |
| FFT Wealth Management LLC | 0001653199 | May 14, 2026 | 99 | $552.3M |
| Saturn V Capital Management LP | 0001964437 | May 15, 2026 | 21 | $552.2M |
| Longbow Finance SA | 0001965552 | May 12, 2026 | 55 | $552.2M |
| Davidson Capital Management Inc. | 0001808748 | Apr 14, 2026 | 93 | $551.9M |
| Triata Capital Ltd | 0002014039 | May 14, 2026 | 14 | $551.8M |
| Brandywine Trust Co. | 0001123803 | May 14, 2026 | 31 | $551.8M |
| Jacobson & Schmitt Advisors, LLC | 0001632096 | Apr 10, 2026 | 78 | $551.4M |
| FLC Capital Advisors | 0001713697 | May 4, 2026 | 214 | $551.3M |
| Integrated Quantitative Investments LLC | 0002046834 | May 13, 2026 | 385 | $551.3M |
| New Harbor Financial Group, LLC | 0001548577 | May 5, 2026 | 53 | $551.0M |
| Tufton Capital Management | 0001055963 | May 12, 2026 | 126 | $549.7M |
| Rockport Wealth LLC | 0002022866 | May 5, 2026 | 101 | $549.3M |
| Intrinsic Edge Capital Management LLC | 0001671754 | May 18, 2026 | 101 | $549.1M |
| LMG Wealth Partners, LLC | 0001965772 | Apr 17, 2026 | 154 | $548.7M |
| Kirr Marbach & Co. LLC | 0000764112 | Apr 17, 2026 | 57 | $548.7M |
| AdvisorShares Investments LLC | 0001425930 | Apr 28, 2026 | 280 | $548.7M |
| Advisors Management Group Inc. | 0000842766 | May 1, 2026 | 158 | $548.5M |
| Wick Capital Partners, LLC | 0001904388 | May 15, 2026 | 224 | $548.2M |
| Atlas Legacy Advisors, LLC | 0002054111 | May 11, 2026 | 189 | $547.3M |
| Marino Management, LLC | 0001845680 | May 15, 2026 | 11 | $547.2M |
| Harvest Investment Services, LLC | 0001591097 | May 15, 2026 | 346 | $546.7M |
| Aire Advisors, LLC | 0001908177 | May 6, 2026 | 167 | $546.6M |
| VeraBank, N.A. | 0001767297 | May 12, 2026 | 173 | $546.3M |
| SkyOak Wealth, LLC | 0001800379 | Apr 30, 2026 | 255 | $546.1M |
| Deltec Asset Management LLC | 0001269950 | Apr 24, 2026 | 235 | $545.4M |
| Mitchell Capital Management Co. | 0001080351 | May 11, 2026 | 113 | $545.0M |
| Sompo Asset Management Co., Ltd. | 0001533504 | Apr 30, 2026 | 180 | $544.7M |
| Waterfront Wealth Inc. | 0001775210 | Apr 30, 2026 | 283 | $544.6M |
| Financial Security Advisor, Inc. | 0001997602 | May 4, 2026 | 160 | $544.5M |
| Brasada Capital Management, LP | 0001643833 | May 15, 2026 | 143 | $544.3M |
| Hutchinson Capital Management | 0001078246 | May 12, 2026 | 97 | $544.1M |
| Iowa State Bank | 0001546967 | Apr 15, 2026 | 117 | $543.4M |
| Westover Capital Advisors, LLC | 0001483467 | May 5, 2026 | 235 | $543.4M |
| Marotta Asset Management | 0001802091 | Apr 27, 2026 | 103 | $543.1M |
| Milestone Asset Management, LLC | 0001964722 | Apr 15, 2026 | 235 | $542.5M |
| Broderick Brian C | 0001314376 | May 7, 2026 | 95 | $542.3M |
| Great Point Wealth Advisors, LLC | 0001760304 | Apr 27, 2026 | 62 | $541.7M |
| Caitong International Asset Management Co., Ltd | 0001963355 | May 11, 2026 | 2,563 | $541.0M |
| FTV Management Company, L.P. | 0002021589 | May 15, 2026 | 1 | $540.7M |
| Range Advisory, LLC | 0002152629 | Sep 2, 2026 | 271 | $539.1M |
| Simcoe Capital Management, LLC | 0001633362 | May 14, 2026 | 14 | $539.0M |
| Palidye Holdings (Caymans) Ltd | 0002043694 | May 15, 2026 | 14 | $539.0M |
| High Ground Investment Management LLP | 0001828180 | May 6, 2026 | 5 | $538.6M |
| Francis Financial, Inc. | 0001727514 | May 7, 2026 | 112 | $538.4M |
| Lavaca Capital LLC | 0001641447 | May 13, 2026 | 277 | $538.0M |
| Mayport, LLC | 0001922875 | Apr 21, 2026 | 130 | $538.0M |
| CoreCommodity Management, LLC | 0001301743 | May 15, 2026 | 119 | $537.9M |
| Newbrook Capital Advisors LP | 0001389875 | May 15, 2026 | 15 | $537.7M |
| Magnolia Group, LLC | 0001618376 | Apr 24, 2026 | 12 | $537.5M |
| Coerente Capital Management | 0001860790 | Apr 17, 2026 | 47 | $537.4M |
| Gibson Capital, LLC | 0001427372 | Apr 17, 2026 | 87 | $537.2M |