| Tyro Capital Management LLC | 0001915395 | Jul 6, 2026 | 23 | $395.0M |
| Raub Brock Capital Management LP | 0001554656 | Apr 15, 2026 | 43 | $395.0M |
| Z3 Capital Partners, LLC | 0002127787 | May 7, 2026 | 187 | $394.9M |
| Henderson Brothers Financial Partners, LLC | 0002064329 | May 4, 2026 | 105 | $394.9M |
| Prosperity Planning, Inc. | 0001843292 | Apr 10, 2026 | 110 | $394.7M |
| DKRT Investments Corp. | 0002080627 | May 14, 2026 | 48 | $394.6M |
| Pacific Center for Financial Services | 0001698222 | May 12, 2026 | 513 | $394.3M |
| Peak Financial Management, Inc. | 0001669662 | Apr 28, 2026 | 100 | $393.9M |
| Roberts Wealth Advisors, LLC | 0001885319 | Apr 8, 2026 | 110 | $393.9M |
| Astoria Strategic Wealth, Inc. | 0001777914 | Apr 20, 2026 | 37 | $393.9M |
| Starr Indemnity & Liability Co | 0001640521 | May 11, 2026 | 4 | $393.5M |
| Clear Wave Wealth Management LLC | 0002113615 | May 13, 2026 | 170 | $393.5M |
| Tidemark, LLC | 0002009591 | May 7, 2026 | 901 | $393.5M |
| Investment Advisory Group, LLC | 0001910273 | Apr 22, 2026 | 194 | $393.4M |
| Oldfield Partners LLP | 0001492815 | Apr 29, 2026 | 18 | $393.3M |
| Arjuna Capital | 0001703208 | May 6, 2026 | 109 | $393.3M |
| Eldred Rock Partners, LLC | 0001984180 | Apr 8, 2026 | 31 | $392.9M |
| Hartford Financial Management Inc. | 0001352526 | Apr 16, 2026 | 344 | $392.4M |
| Divisar Capital Management LLC | 0001645721 | May 15, 2026 | 26 | $392.4M |
| Wellington Shields & Co., LLC | 0001506073 | May 4, 2026 | 321 | $392.4M |
| Sunflower Bank, N.A. | 0001818759 | Apr 10, 2026 | 155 | $392.4M |
| Euclidean Capital LLC | 0001825034 | May 15, 2026 | 10 | $392.3M |
| Level Financial Advisors | 0001871734 | Apr 10, 2026 | 92 | $392.1M |
| Boltwood Capital Management | 0001563690 | Apr 8, 2026 | 184 | $392.1M |
| Hollow Brook Wealth Management LLC | 0001455251 | May 13, 2026 | 70 | $392.0M |
| Buckley Wealth Management, LLC | 0001730126 | May 13, 2026 | 103 | $391.8M |
| Fortress Investment Group LLC | 0001380393 | May 15, 2026 | 32 | $391.8M |
| Inlet Private Wealth, LLC | 0001759751 | May 13, 2026 | 128 | $391.6M |
| Turas Capital Management LP | 0002077058 | May 15, 2026 | 37 | $391.6M |
| Cary Street Partners Investment Advisory LLC | 0001766904 | Apr 29, 2026 | 689 | $391.5M |
| BOS Asset Management, LLC | 0001965814 | Apr 8, 2026 | 200 | $391.5M |
| Mezzasalma Advisors, LLC | 0001864916 | Apr 17, 2026 | 155 | $391.4M |
| Schusterman Interests, LLC | 0001857024 | May 15, 2026 | 9 | $391.3M |
| Rinkey Investments | 0001730774 | May 11, 2026 | 125 | $391.0M |
| Lester Murray Antman dba SimplyRich | 0001725888 | May 1, 2026 | 233 | $390.9M |
| Warren Street Wealth Advisors, LLC | 0001703496 | Apr 16, 2026 | 127 | $390.9M |
| Highline Wealth Partners LLC | 0002042654 | Apr 6, 2026 | 1,296 | $390.8M |
| Prostatis Group LLC | 0001649186 | May 12, 2026 | 167 | $390.7M |
| 55 North Private Wealth, LLC | 0002106457 | Apr 17, 2026 | 210 | $390.6M |
| CWS Financial Advisors, LLC | 0001802459 | Apr 27, 2026 | 157 | $390.3M |
| Pier 88 Investment Partners LLC | 0001697366 | Jul 31, 2026 | 112 | $389.7M |
| Hilltop Partners LLC | 0001957867 | May 12, 2026 | 126 | $389.7M |
| Winthrop Capital Management, LLC | 0002010657 | Apr 28, 2026 | 356 | $389.5M |
| Sicart Associates LLC | 0001696494 | Apr 21, 2026 | 74 | $389.3M |
| Brown Wealth Management, LLC | 0001987005 | Apr 9, 2026 | 116 | $389.3M |
| Aigen Investment Management, LP | 0001741224 | May 15, 2026 | 496 | $389.2M |
| Patriot Financial Partners GP II, L.P. | 0002061817 | May 6, 2026 | 12 | $388.3M |
| Ruedi Wealth Management, Inc. | 0001940678 | May 4, 2026 | 58 | $388.3M |
| Cavalier Investments, LLC | 0001655543 | May 15, 2026 | 60 | $388.2M |
| Little House Capital LLC | 0001748814 | May 7, 2026 | 112 | $387.4M |
| Scott & Selber, Inc. | 0001315269 | Apr 16, 2026 | 91 | $387.3M |
| VELA Investment Management, LLC | 0001895612 | Aug 27, 2026 | 134 | $387.0M |
| Hudson Capital Management LLC | 0001727342 | Apr 13, 2026 | 75 | $386.9M |
| WP Advisors, LLC | 0001697796 | May 4, 2026 | 115 | $386.5M |
| World Equity Group, Inc. | 0000878770 | May 6, 2026 | 368 | $386.1M |
| Gradient Capital Advisors, LLC | 0001727917 | Apr 16, 2026 | 177 | $385.8M |
| Bay Harbor Wealth Management, LLC | 0001767989 | Apr 14, 2026 | 1,301 | $385.7M |
| Siena Capital Partners GP, LLC | 0001694886 | May 14, 2026 | 100 | $385.5M |
| Goodman Advisory Group, LLC | 0001864123 | Apr 22, 2026 | 184 | $385.4M |
| Polunin Capital Partners Ltd | 0001629869 | Apr 15, 2026 | 16 | $385.4M |
| Phraction Management LLC | 0001907803 | Apr 24, 2026 | 64 | $385.3M |
| City State Bank | 0001910666 | Apr 20, 2026 | 784 | $385.3M |
| VectorGlobal IAG, Inc. | 0001845843 | Jun 30, 2026 | 132 | $385.0M |
| GSG Advisors LLC | 0001995773 | May 13, 2026 | 137 | $385.0M |
| Decagon Asset Management LLP | 0001950677 | May 15, 2026 | 74 | $384.9M |
| Brand Asset Management Group, Inc. | 0001748766 | May 11, 2026 | 193 | $384.5M |
| Tobam | 0001527488 | May 12, 2026 | 250 | $384.2M |
| Delta Financial Advisors LLC | 0001790295 | May 5, 2026 | 149 | $383.8M |
| Davis-Rea LTD. | 0001482171 | Apr 30, 2026 | 54 | $383.7M |
| Accel Wealth Management | 0001838226 | Apr 8, 2026 | 290 | $383.4M |
| Quadratic Capital Management LLC | 0001697722 | Apr 10, 2026 | 2 | $383.3M |
| Miller Value Partners | 0001135778 | May 15, 2026 | 55 | $383.2M |
| Milestones Administradora de Recursos Ltda. | 0001912095 | May 12, 2026 | 17 | $383.1M |
| RV Capital AG | 0001766596 | May 11, 2026 | 13 | $382.6M |
| Droms Strauss Advisors Inc. /Mo/ | 0001053292 | May 1, 2026 | 77 | $382.6M |
| Luminvest Wealth Management LLC | 0002036517 | May 1, 2026 | 55 | $382.5M |
| Rosenblum Silverman Sutton S F Inc. | 0000918893 | May 13, 2026 | 76 | $382.3M |
| Science & Technology Partners, L.P. | 0002029433 | May 15, 2026 | 42 | $381.8M |
| Diametric Capital, LP | 0001719087 | May 15, 2026 | 471 | $381.7M |
| Narus Financial Partners, LLC | 0001698091 | Apr 21, 2026 | 162 | $381.6M |
| Briaud Financial Planning Inc | 0001800586 | Apr 10, 2026 | 38 | $381.4M |
| One Degree Advisors Inc | 0002005743 | May 1, 2026 | 72 | $381.2M |
| Cerro Pacific Wealth Advisors LLC | 0001842669 | Apr 13, 2026 | 159 | $381.2M |
| Chase Investment Counsel Corp. | 0000019475 | May 12, 2026 | 149 | $380.9M |
| Private Wealth Management Group, LLC | 0002011342 | Apr 23, 2026 | 1,426 | $380.8M |
| Globe Life Inc. | 0000320335 | May 11, 2026 | 2 | $380.8M |
| ETF Portfolio Partners, Inc. | 0001635342 | May 13, 2026 | 68 | $380.7M |
| Strategic Family Wealth Counselors, L.L.C. | 0001729755 | May 11, 2026 | 161 | $380.6M |
| Aquire Wealth Advisors, LLC | 0001745945 | Apr 10, 2026 | 48 | $380.2M |
| OCO Capital Partners, L.P. | 0001764525 | May 15, 2026 | 8 | $380.2M |
| Marks Wealth, LLC | 0001838660 | May 4, 2026 | 12 | $380.1M |
| Butensky & Cohen Financial Security, Inc. | 0001632802 | Apr 9, 2026 | 98 | $379.9M |
| Muhlenkamp & Co. Inc. | 0001133219 | May 6, 2026 | 29 | $379.8M |
| Attestor Capital Ltd | 0001830731 | Apr 24, 2026 | 8 | $379.5M |
| Rooted Wealth Advisors, Inc. | 0001963732 | Apr 21, 2026 | 144 | $379.2M |
| Cardinal Strategic Wealth Guidance | 0001801989 | Apr 20, 2026 | 63 | $379.2M |
| HWG Holdings LP | 0001599390 | May 6, 2026 | 53 | $379.1M |
| BWM Planning, LLC | 0002039698 | Apr 22, 2026 | 87 | $379.1M |
| Neo Ivy Capital Management | 0001727783 | May 15, 2026 | 315 | $379.1M |
| Somerville Kurt F | 0001215208 | May 8, 2026 | 91 | $379.1M |