| Paradiem, LLC | 0001733356 | Jan 6, 2026 | 57 | $418.0M |
| Progressive Investment Management Corp | 0001353318 | Feb 13, 2026 | 55 | $417.9M |
| Hill Island Financial LLC | 0001909798 | Jan 22, 2026 | 80 | $417.9M |
| Fermata Advisors, LLC | 0001859259 | Jan 8, 2026 | 217 | $416.6M |
| Cordgrass Capital Advisors, LLC | 0001912040 | Feb 2, 2026 | 277 | $416.4M |
| AMJ Financial Wealth Management | 0001801585 | Feb 5, 2026 | 87 | $416.4M |
| Gavilan Investment Partners LLC | 0001963404 | Feb 13, 2026 | 13 | $416.4M |
| Z3 Capital Partners, LLC | 0002127787 | May 7, 2026 | 190 | $416.2M |
| Mezzasalma Advisors, LLC | 0001864916 | Jan 21, 2026 | 160 | $416.2M |
| Dumont & Blake Investment Advisors LLC | 0001287618 | Jan 29, 2026 | 204 | $416.1M |
| Strategic Investment Solutions, Inc. | 0001960144 | Feb 27, 2026 | 644 | $415.9M |
| FWL Investment Management, LLC | 0001829231 | Feb 17, 2026 | 365 | $415.7M |
| RDA Financial Network | 0001774086 | Jan 6, 2026 | 265 | $415.4M |
| Barometer Capital Management Inc. | 0001536890 | Feb 12, 2026 | 131 | $415.3M |
| Meridian Investment Counsel Inc. | 0001427351 | Jan 20, 2026 | 239 | $415.0M |
| Capricorn Fund Managers Ltd | 0001901361 | Jan 21, 2026 | 82 | $414.9M |
| G2 Capital Management, LLC / Oh | 0001910858 | Jan 23, 2026 | 71 | $414.8M |
| SWS Partners | 0001731731 | Jan 16, 2026 | 115 | $414.3M |
| LongView Wealth Management | 0001990190 | Jan 13, 2026 | 249 | $414.1M |
| Hussman Strategic Advisors, Inc. | 0001179475 | Feb 2, 2026 | 252 | $413.7M |
| Total Clarity Wealth Management, Inc. | 0001804909 | Feb 2, 2026 | 299 | $413.6M |
| Hilltop National Bank | 0002021658 | Jan 7, 2026 | 779 | $413.6M |
| Brant Point Investment Management LLC | 0001279030 | Feb 13, 2026 | 94 | $413.4M |
| Gibbs Wealth Management | 0002081110 | Jan 23, 2026 | 324 | $413.3M |
| RIA Advisory Group LLC | 0001958384 | Feb 2, 2026 | 142 | $413.2M |
| Uncommon Cents Investing LLC | 0001729754 | Jan 15, 2026 | 207 | $413.1M |
| Milestone Investment Advisors LLC | 0001967018 | Feb 11, 2026 | 133 | $413.1M |
| Advus Financial Partners, LLC | 0002150676 | Aug 25, 2026 | 242 | $412.9M |
| Carderock Capital Management Inc. | 0001168889 | Jan 9, 2026 | 69 | $412.7M |
| Legacy Capital Group California, Inc. | 0001977092 | Jan 28, 2026 | 336 | $412.7M |
| HWG Holdings LP | 0001599390 | Jan 12, 2026 | 47 | $412.7M |
| Canal Insurance CO | 0001313473 | Feb 3, 2026 | 61 | $412.6M |
| Granite Bay Wealth Management, LLC | 0001911472 | Feb 5, 2026 | 88 | $412.6M |
| BigSur Wealth Management LLC | 0001659171 | Jan 27, 2026 | 160 | $412.3M |
| Clark Estates Inc. | 0001056466 | Feb 12, 2026 | 98 | $412.1M |
| Ayalon Insurance Comp Ltd. | 0001642216 | Jan 12, 2026 | 58 | $412.1M |
| KFA Private Wealth Group, LLC | 0001800556 | Jan 7, 2026 | 151 | $411.2M |
| Kelly Lawrence W & Associates Inc. | 0000920441 | Feb 17, 2026 | 127 | $411.1M |
| Coleford Investment Management Ltd. | 0001939136 | Feb 11, 2026 | 22 | $411.0M |
| McElhenny Sheffield Capital Management, LLC | 0001886813 | Jan 21, 2026 | 100 | $410.9M |
| Technology Crossover Management VIII, Ltd. | 0001626282 | Feb 6, 2026 | 5 | $410.7M |
| Pennant Investors, LP | 0001759176 | Feb 17, 2026 | 16 | $410.7M |
| JPL Wealth Management, LLC | 0002010710 | Feb 12, 2026 | 114 | $410.5M |
| Detalus Advisors, LLC | 0001799677 | Feb 3, 2026 | 170 | $410.3M |
| Evergreen Advisors, LLC | 0001762294 | Feb 5, 2026 | 24 | $410.0M |
| D.B. Root & Company, LLC | 0001731717 | Feb 3, 2026 | 188 | $409.9M |
| Pinion Investment Advisors, LLC | 0001738738 | Jan 29, 2026 | 173 | $409.8M |
| Ewa, LLC | 0001835252 | Feb 3, 2026 | 271 | $409.6M |
| TSP Capital Management Group, LLC | 0001317208 | Jan 21, 2026 | 45 | $409.3M |
| Guidance Capital, Inc. | 0001958743 | Jan 23, 2026 | 222 | $409.2M |
| Weaver Consulting Group | 0001780055 | Feb 10, 2026 | 268 | $409.0M |
| Dunhill Financial, LLC | 0001948904 | Jan 29, 2026 | 2,019 | $408.9M |
| Capco Asset Management, LLC | 0001698068 | Feb 6, 2026 | 28 | $408.9M |
| Hurlow Wealth Management Group, Inc. | 0001747749 | Feb 17, 2026 | 120 | $408.5M |
| Arjuna Capital | 0001703208 | Feb 5, 2026 | 108 | $408.2M |
| Caitong International Asset Management Co., Ltd | 0001963355 | Mar 4, 2026 | 1,839 | $408.1M |
| Al Warda Investments RSC Ltd | 0002075444 | Feb 17, 2026 | 1 | $408.1M |
| Dodds Wealth, LLC | 0001973728 | Feb 11, 2026 | 56 | $407.8M |
| Farringdon Capital, Ltd. | 0001750980 | Feb 17, 2026 | 415 | $407.5M |
| Navalign, LLC | 0001820593 | Feb 5, 2026 | 511 | $407.4M |
| Tobam | 0001527488 | Mar 2, 2026 | 255 | $407.2M |
| Legacy Wealth Asset Management, LLC | 0001846151 | Jan 12, 2026 | 365 | $407.1M |
| Monarch Capital Management Inc. | 0000938759 | Jan 23, 2026 | 124 | $406.8M |
| Diligent Investors, LLC | 0001549042 | Jan 23, 2026 | 339 | $406.6M |
| Goodman Advisory Group, LLC | 0001864123 | Feb 11, 2026 | 185 | $406.4M |
| Bill Few Associates, Inc. | 0001914644 | Jan 12, 2026 | 196 | $406.3M |
| Old Port Advisors | 0001744348 | Jan 8, 2026 | 230 | $405.9M |
| Brown, Lisle/Cummings, Inc. | 0000014745 | Jan 23, 2026 | 742 | $405.9M |
| Briaud Financial Planning Inc | 0001800586 | Jan 28, 2026 | 37 | $405.9M |
| Baker Tilly Wealth Management, LLC | 0001840565 | Jan 8, 2026 | 284 | $405.8M |
| Logan Stone Capital, LLC | 0001535521 | Feb 17, 2026 | 150 | $405.5M |
| Wellington Shields & Co., LLC | 0001506073 | Feb 9, 2026 | 321 | $405.4M |
| Palumbo Wealth Management LLC | 0001846310 | Jan 21, 2026 | 218 | $405.3M |
| Atticus Wealth Management, LLC | 0001800234 | Feb 9, 2026 | 204 | $404.9M |
| COFG Advisors, LLC | 0002104330 | Feb 10, 2026 | 228 | $404.9M |
| Trails Edge Capital Partners, LP | 0002077247 | Feb 17, 2026 | 23 | $404.7M |
| Cordoba Advisory Partners LLC | 0002067133 | Feb 13, 2026 | 145 | $404.6M |
| PCJ Investment Counsel Ltd. | 0001426318 | Feb 10, 2026 | 61 | $404.2M |
| Meridian Management Co. | 0000806097 | Feb 10, 2026 | 80 | $403.9M |
| Aspen Capital Management, LLC | 0002065974 | Jan 29, 2026 | 80 | $403.8M |
| Citizens & Northern Corp. | 0000810958 | Jan 28, 2026 | 124 | $403.6M |
| Integral Investment Advisors, Inc. | 0001902826 | Feb 6, 2026 | 176 | $403.3M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0001707856 | Jan 22, 2026 | 52 | $402.7M |
| SailingStone Capital Partners LLC | 0001608904 | Feb 17, 2026 | 15 | $402.5M |
| Duncan Williams Asset Management, LLC | 0002011771 | Feb 5, 2026 | 170 | $402.5M |
| Pabrai Investments (Dalal Street) | 0001549575 | Feb 13, 2026 | 4 | $402.0M |
| Atlantic Edge Private Wealth Management, LLC | 0002011145 | Jan 27, 2026 | 575 | $402.0M |
| Monument Capital Management | 0001729428 | Jan 26, 2026 | 220 | $402.0M |
| Natural Investments, LLC | 0001800245 | Jan 23, 2026 | 280 | $401.8M |
| Saybrook Capital | 0001044924 | Jan 29, 2026 | 42 | $401.7M |
| CLG LLC | 0002059872 | Jan 15, 2026 | 143 | $401.7M |
| Shikiar Asset Management Inc. | 0001058022 | Jan 22, 2026 | 98 | $401.6M |
| WP Advisors, LLC | 0001697796 | Jan 28, 2026 | 116 | $401.5M |
| Westmount Partners, LLC | 0002051491 | Jan 15, 2026 | 246 | $401.1M |
| Global Wealth Strategies & Associates | 0001912297 | Jan 2, 2026 | 549 | $401.1M |
| Compass Wealth Management LLC | 0001965653 | Feb 11, 2026 | 76 | $401.0M |
| Colony Family Offices, LLC | 0001633573 | Jan 22, 2026 | 65 | $400.6M |
| Napier Financial, LLC | 0002086579 | Feb 11, 2026 | 53 | $400.4M |
| Addison Capital Co | 0001581465 | Feb 2, 2026 | 142 | $400.4M |
| Opal Capital LLC | 0002100122 | Feb 17, 2026 | 187 | $400.2M |