| Francis Financial, Inc. | 0001727514 | Aug 10, 2026 | 131 | $609.5M |
| Gibson Capital, LLC | 0001427372 | Aug 13, 2026 | 94 | $609.5M |
| Alpine Global Management, LLC | 0001581655 | Aug 14, 2026 | 232 | $609.5M |
| Mattern Wealth Management LLC | 0001802376 | Jul 23, 2026 | 183 | $609.3M |
| Sompo Asset Management Co., Ltd. | 0001533504 | Jul 14, 2026 | 177 | $609.2M |
| Summit Partners L P | 0000830588 | Jul 30, 2026 | 5 | $608.9M |
| Crusonia Wealth Advisors LLC | 0002112003 | Jul 30, 2026 | 234 | $608.9M |
| Ellsworth Advisors, LLC | 0001843553 | Jul 16, 2026 | 182 | $608.6M |
| Sage Rhino Capital LLC | 0001771605 | Aug 3, 2026 | 380 | $608.3M |
| Delta Investment Management, LLC | 0001757043 | Aug 13, 2026 | 293 | $607.7M |
| Mason Capital Management LLC | 0001218735 | Aug 14, 2026 | 9 | $607.0M |
| Conifer Management, L.L.C. | 0001773994 | Aug 13, 2026 | 6 | $606.7M |
| Findell Capital Management LLC | 0001814465 | Aug 14, 2026 | 12 | $606.6M |
| Skba Capital Management LLC | 0000932024 | Aug 11, 2026 | 79 | $606.0M |
| North Point Portfolio Managers Corp. | 0001105344 | Jul 31, 2026 | 79 | $606.0M |
| Seven Fleet Capital Management LP | 0002092021 | Aug 17, 2026 | 96 | $605.9M |
| Banc Funds Co. LLC | 0001029311 | Aug 13, 2026 | 92 | $605.5M |
| Verbena Value LP | 0002082932 | Aug 14, 2026 | 31 | $605.3M |
| Requisite Capital Management, LLC | 0001730573 | Aug 7, 2026 | 125 | $604.5M |
| VeraBank, N.A. | 0001767297 | Aug 6, 2026 | 167 | $604.4M |
| ERn Financial, LLC | 0001768302 | Jul 23, 2026 | 161 | $604.3M |
| Morse Asset Management, Inc | 0001705711 | Aug 13, 2026 | 415 | $603.8M |
| Advisors Management Group Inc. | 0000842766 | Aug 4, 2026 | 159 | $603.6M |
| Eagle Health Investments LP | 0001842545 | Aug 10, 2026 | 27 | $603.3M |
| Perkins Coie Trust Co | 0001513038 | Jul 9, 2026 | 260 | $603.3M |
| Fox Run Management, L.L.C. | 0001533457 | Aug 4, 2026 | 891 | $603.3M |
| Oakwell Private Wealth Management, LLC | 0001844024 | Aug 3, 2026 | 83 | $603.2M |
| GSK plc | 0001131399 | Aug 13, 2026 | 13 | $602.2M |
| Family Investment Center, Inc. | 0001897700 | Jul 23, 2026 | 120 | $602.2M |
| Westover Capital Advisors, LLC | 0001483467 | Aug 4, 2026 | 240 | $601.9M |
| Precedent Wealth Partners, LLC | 0002008666 | Jul 21, 2026 | 207 | $601.4M |
| Pinnbrook Capital Management LP | 0001856103 | Aug 12, 2026 | 88 | $601.0M |
| Marotta Asset Management | 0001802091 | Jul 9, 2026 | 103 | $600.9M |
| Kendall Capital Management | 0001731372 | Aug 12, 2026 | 236 | $600.4M |
| ZEGA Investments, LLC | 0002045703 | Jul 31, 2026 | 215 | $599.9M |
| Holderness Investments Co. | 0001184820 | Aug 12, 2026 | 261 | $599.8M |
| RPg Family Wealth Advisory, LLC | 0001569884 | Aug 5, 2026 | 139 | $599.6M |
| Manhattan West Asset Management, LLC | 0001904770 | Aug 11, 2026 | 185 | $598.9M |
| Whitaker-Myers Wealth Managers, LTD. | 0001973849 | Jul 9, 2026 | 113 | $598.8M |
| Systelligence, LLC | 0001882691 | Jul 14, 2026 | 62 | $598.7M |
| Sterling Investment Advisors, Ltd. | 0001701132 | Jul 28, 2026 | 225 | $598.7M |
| Iowa State Bank | 0001546967 | Jul 28, 2026 | 118 | $598.4M |
| Sunburst Financial Group, LLC | 0001800158 | Jul 8, 2026 | 132 | $598.4M |
| Value Holdings Management Co. LLC | 0001695658 | Aug 11, 2026 | 24 | $598.3M |
| GWN Securities Inc. | 0001265905 | Aug 5, 2026 | 486 | $598.0M |
| Meiji Yasuda America Inc | 0002072353 | Jul 28, 2026 | 57 | $597.6M |
| Woodson Capital Management, LP | 0001697848 | Aug 14, 2026 | 26 | $597.4M |
| Lodge Hill Capital, LLC | 0001598245 | Aug 14, 2026 | 27 | $596.4M |
| West Paces Advisors Inc. | 0002004720 | Jul 20, 2026 | 765 | $596.0M |
| Tufton Capital Management | 0001055963 | Jul 27, 2026 | 127 | $596.0M |
| Varenne Capital Partners | 0001902567 | Aug 10, 2026 | 26 | $595.9M |
| ABLE Financial Group, LLC | 0001977500 | Jul 22, 2026 | 222 | $595.9M |
| Rockport Wealth LLC | 0002022866 | Jul 27, 2026 | 110 | $595.3M |
| SOA Wealth Advisors, LLC. | 0001849444 | Jul 21, 2026 | 892 | $595.1M |
| Edge Wealth Management LLC | 0001567163 | Jul 9, 2026 | 87 | $593.9M |
| RPTC Inc. | 0001714450 | Aug 14, 2026 | 7 | $593.8M |
| Kirr Marbach & Co. LLC | 0000764112 | Jul 14, 2026 | 57 | $593.8M |
| Drake & Associates, LLC | 0001935795 | Aug 10, 2026 | 108 | $593.7M |
| ALM First Financial Advisors, LLC | 0001950054 | Jul 10, 2026 | 22 | $593.6M |
| Jmac Enterprises LLC | 0001907294 | Jul 28, 2026 | 122 | $593.5M |
| Science & Technology Partners, L.P. | 0002029433 | Aug 14, 2026 | 84 | $593.3M |
| Matthew Goff Investment Advisor, LLC | 0000935359 | Jul 8, 2026 | 91 | $592.6M |
| Florida Financial Advisors, LLC | 0002050972 | Aug 10, 2026 | 362 | $591.8M |
| Studio Investment Management LLC | 0001893893 | Jul 31, 2026 | 181 | $591.7M |
| K2 Principal Fund, L.P. | 0001461790 | Aug 7, 2026 | 416 | $591.6M |
| Astoria Portfolio Advisors LLC. | 0001931642 | Jul 28, 2026 | 354 | $591.4M |
| Duncker Streett & Co. Inc. | 0001020585 | Jul 28, 2026 | 521 | $590.8M |
| Anatole Investment Management Ltd | 0001693745 | Aug 14, 2026 | 13 | $589.8M |
| Dorsey Wright & Associates | 0001376772 | Aug 6, 2026 | 131 | $589.8M |
| Estuary Capital Management LP | 0001965005 | Aug 14, 2026 | 21 | $589.3M |
| Aspen Wealth Management LLC | 0001895252 | Jul 31, 2026 | 132 | $588.7M |
| Solel Partners LP | 0001790604 | Aug 14, 2026 | 24 | $588.5M |
| New World Advisors LLC | 0001767724 | Aug 12, 2026 | 125 | $588.4M |
| Triata Capital Ltd | 0002014039 | Aug 13, 2026 | 12 | $588.3M |
| Nuance Investments, LLC | 0001473182 | Aug 7, 2026 | 52 | $587.7M |
| WestHill Financial Advisors, Inc. | 0001759641 | Jul 21, 2026 | 82 | $587.3M |
| Portman Square Capital LLP | 0001966898 | Jul 15, 2026 | 39 | $587.0M |
| Curbstone Financial Management Corp | 0001608057 | Jul 14, 2026 | 215 | $587.0M |
| Whalerock Point Partners, LLC | 0001389709 | Aug 13, 2026 | 207 | $586.9M |
| Davern Capital Partners, LP | 0002003147 | Aug 13, 2026 | 15 | $586.5M |
| Running Oak Capital LLC | 0001803994 | Jul 30, 2026 | 59 | $586.5M |
| ESL Trust Services, LLC | 0001785545 | Aug 13, 2026 | 266 | $586.5M |
| Mfa Wealth Advisors, LLC | 0001688184 | Jul 13, 2026 | 98 | $586.3M |
| High Note Wealth, LLC | 0001807283 | Jul 23, 2026 | 959 | $586.2M |
| REAP Financial Group, LLC | 0002048581 | Aug 4, 2026 | 542 | $585.6M |
| Bernardo Wealth Planning LLC | 0001765595 | Jul 27, 2026 | 139 | $585.4M |
| Hutchinson Capital Management | 0001078246 | Aug 10, 2026 | 108 | $583.7M |
| Sio Capital Management, LLC | 0001482416 | Aug 14, 2026 | 57 | $583.5M |
| Land & Buildings Investment Management, LLC | 0001536520 | Aug 14, 2026 | 19 | $583.4M |
| Div Capital Phoenix Assets Ltd | 0002089718 | Jul 17, 2026 | 9 | $583.1M |
| Hobart Private Capital, LLC | 0001767062 | Jul 6, 2026 | 137 | $582.9M |
| Frisch Financial Group, Inc. | 0001767730 | Aug 14, 2026 | 187 | $582.9M |
| Magnolia Capital Advisors LLC | 0001803662 | Aug 14, 2026 | 295 | $582.7M |
| 111 Capital | 0002060412 | Aug 5, 2026 | 488 | $582.1M |
| Great Diamond Partners, LLC | 0001801112 | Jul 17, 2026 | 238 | $581.8M |
| Liberty Capital Management, Inc. | 0001366838 | Jul 17, 2026 | 184 | $581.7M |
| Marietta Investment Partners LLC | 0001114702 | Aug 12, 2026 | 170 | $581.7M |
| Cambridge Advisors Inc. | 0001633695 | Jul 16, 2026 | 183 | $581.7M |
| Global Frontier Investments LLC | 0001821219 | Aug 14, 2026 | 30 | $581.0M |
| Retirement Income Solutions, Inc. | 0001730386 | Aug 3, 2026 | 172 | $580.8M |