| Boltwood Capital Management | 0001563690 | Jan 2, 2026 | 182 | $384.6M |
| Aquire Wealth Advisors, LLC | 0001745945 | Jan 7, 2026 | 48 | $384.3M |
| Wbi Investments, LLC | 0001397424 | Feb 13, 2026 | 307 | $383.6M |
| Premier Financial Group | 0001989061 | Feb 9, 2026 | 55 | $383.5M |
| Opal Wealth Advisors, LLC | 0001844201 | Jan 26, 2026 | 206 | $383.5M |
| Accel Leaders 4 Associates L.P. | 0001923783 | Feb 6, 2026 | 1 | $383.4M |
| Bluescape Energy Partners LLC | 0001629283 | Feb 17, 2026 | 5 | $383.3M |
| Roberts Wealth Advisors, LLC | 0001885319 | Jan 13, 2026 | 99 | $383.2M |
| Sherborne Investors Management LP | 0001406672 | Feb 2, 2026 | 1 | $382.8M |
| EnCap Partners GP, LLC | 0001726182 | Feb 17, 2026 | 2 | $382.8M |
| Bay Harbor Wealth Management, LLC | 0001767989 | Feb 2, 2026 | 1,317 | $382.8M |
| Naria Inc. | 0002012185 | Jan 12, 2026 | 1 | $382.7M |
| SEG Family Corp. | 0002080629 | Feb 13, 2026 | 1 | $382.7M |
| Cardinal Strategic Wealth Guidance | 0001801989 | Jan 27, 2026 | 59 | $382.7M |
| Lester Murray Antman dba SimplyRich | 0001725888 | Jan 23, 2026 | 199 | $382.4M |
| Bain Capital Credit, LP | 0001317947 | Feb 17, 2026 | 6 | $382.3M |
| Prosperity Planning, Inc. | 0001843292 | Jan 14, 2026 | 108 | $382.3M |
| BankPlus Trust Department | 0002047270 | Jan 27, 2026 | 459 | $382.3M |
| Stevens Capital Partners | 0001965176 | Jan 27, 2026 | 103 | $382.1M |
| Cim Investment Management Inc. | 0001179791 | Feb 17, 2026 | 247 | $381.9M |
| Kercheville Advisors, LLC | 0001890748 | Jan 29, 2026 | 117 | $381.7M |
| Ruedi Wealth Management, Inc. | 0001940678 | Feb 6, 2026 | 58 | $381.6M |
| Next Level Private LLC | 0001910366 | Jan 7, 2026 | 161 | $381.5M |
| Ulysses Management LLC | 0001510912 | Feb 17, 2026 | 38 | $381.5M |
| Mindset Wealth Management, LLC | 0002044232 | Feb 12, 2026 | 183 | $381.5M |
| Terril Brothers, Inc. | 0000314169 | Feb 9, 2026 | 73 | $381.5M |
| Legacy Financial Group, Inc. | 0001965579 | Feb 6, 2026 | 94 | $381.4M |
| Roman Butler Fullerton & Co. | 0000733444 | Jan 26, 2026 | 264 | $381.4M |
| Soros Capital Management LLC | 0001748240 | Feb 17, 2026 | 57 | $381.1M |
| Northern Right Capital Management, L.P. | 0001346543 | Feb 17, 2026 | 27 | $380.9M |
| Vista Investment Partners LLC | 0002023386 | Jan 16, 2026 | 161 | $380.7M |
| Joseph Group Capital Management | 0001910383 | Jan 30, 2026 | 275 | $380.6M |
| WorthPointe, LLC | 0001921448 | Jan 26, 2026 | 133 | $380.6M |
| PARUS FINANCE (UK) Ltd | 0001611519 | Feb 10, 2026 | 34 | $380.5M |
| Droms Strauss Advisors Inc. /Mo/ | 0001053292 | Feb 13, 2026 | 78 | $380.1M |
| Brown Wealth Management, LLC | 0001987005 | Feb 6, 2026 | 110 | $380.1M |
| Valueworks LLC | 0001282189 | Feb 13, 2026 | 35 | $379.9M |
| Contrarian Capital Management, L.L.C. | 0001050417 | Feb 13, 2026 | 24 | $379.7M |
| 55 North Private Wealth, LLC | 0002106457 | Jan 27, 2026 | 195 | $379.5M |
| Three Bridge Wealth Advisors, LLC | 0001950962 | Feb 10, 2026 | 90 | $379.2M |
| Modus Advisors, LLC | 0001799284 | Feb 11, 2026 | 354 | $379.2M |
| Nixon Capital, LLC | 0001846352 | Feb 11, 2026 | 29 | $379.0M |
| Cadent Capital Advisors, LLC | 0001803536 | Jan 13, 2026 | 181 | $378.5M |
| Granger Management LLC | 0001842881 | Feb 13, 2026 | 6 | $378.4M |
| Towle & Co. | 0001224014 | Feb 12, 2026 | 44 | $378.3M |
| Level Financial Advisors | 0001871734 | Jan 26, 2026 | 95 | $378.2M |
| Selkirk Management LLC | 0001565432 | Feb 17, 2026 | 12 | $378.1M |
| Centennial Wealth Advisory LLC | 0001839421 | Jan 14, 2026 | 166 | $378.1M |
| Measured Wealth Private Client Group, LLC | 0001720235 | Feb 10, 2026 | 732 | $378.0M |
| Fischer Financial Services, Inc. | 0002064001 | Feb 6, 2026 | 63 | $378.0M |
| Neumann Advisory Hong Kong Ltd | 0001727862 | Jan 8, 2026 | 7 | $377.8M |
| Rubicon Global Capital Ltd | 0002055276 | Jan 20, 2026 | 11 | $377.5M |
| Buckley Wealth Management, LLC | 0001730126 | Feb 12, 2026 | 103 | $377.2M |
| Sicart Associates LLC | 0001696494 | Jan 14, 2026 | 76 | $376.9M |
| Serenity Capital Management Pte. LTD. | 0001934957 | Feb 17, 2026 | 9 | $376.8M |
| Rovin Capital /Ut/ | 0001059057 | Feb 9, 2026 | 194 | $376.6M |
| Platform Wealth Management, LLC | 0002110622 | Feb 11, 2026 | 60 | $376.1M |
| SW Investment Management LLC | 0001824821 | Feb 17, 2026 | 7 | $375.9M |
| Lifelong Wealth Advisors, Inc. | 0002051717 | Jan 12, 2026 | 88 | $375.9M |
| Keewaydin Investments LLC | 0002055512 | Feb 10, 2026 | 16 | $375.8M |
| EdgeRock Capital LLC | 0001908378 | Jan 14, 2026 | 129 | $375.8M |
| Packer & Co Ltd | 0001664017 | Jan 20, 2026 | 10 | $375.6M |
| Carr Financial Group Corp | 0001931232 | Jan 9, 2026 | 179 | $375.5M |
| Roberts Glore & Co. Inc. | 0001017115 | Feb 5, 2026 | 223 | $375.4M |
| Snider Financial Group | 0001820681 | Jan 21, 2026 | 108 | $375.3M |
| Prism Advisors, Inc. | 0001717027 | Jan 23, 2026 | 76 | $375.1M |
| Winmill & Co. Inc. | 0000052234 | Feb 13, 2026 | 56 | $374.9M |
| Prasad Wealth Partners, LLC | 0002048885 | Jan 27, 2026 | 145 | $374.8M |
| Daybright Advisory Services, Inc. | 0002107111 | Feb 12, 2026 | 133 | $374.8M |
| New Republic Capital, LLC | 0001989988 | Feb 10, 2026 | 369 | $374.7M |
| Legacy Wealth Management, LLC / MS | 0002047443 | Jan 5, 2026 | 100 | $374.6M |
| Private Wealth Management Group, LLC | 0002011342 | Jan 23, 2026 | 1,466 | $374.4M |
| BOCHK Asset Management Ltd | 0002010854 | Jan 22, 2026 | 81 | $374.4M |
| BWM Planning, LLC | 0002039698 | Jan 14, 2026 | 94 | $374.2M |
| Tikvah Management LLC | 0001606477 | Feb 13, 2026 | 23 | $374.2M |
| Bell Asset Management Ltd | 0001681004 | Feb 17, 2026 | 59 | $374.1M |
| Fortem Financial Group, LLC | 0001766509 | Feb 4, 2026 | 173 | $374.1M |
| Tiger Pacific Capital LP | 0001664492 | Feb 17, 2026 | 10 | $373.8M |
| CGC Financial Services, LLC | 0001992785 | Feb 3, 2026 | 340 | $373.8M |
| BOS Asset Management, LLC | 0001965814 | Jan 9, 2026 | 194 | $373.6M |
| Revisor Wealth Management LLC | 0001887409 | Jan 27, 2026 | 330 | $373.5M |
| First American Financial Corp | 0001472787 | Feb 11, 2026 | 3 | $373.4M |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 0002086998 | Feb 10, 2026 | 29 | $373.2M |
| Walter & Keenan Wealth Management LLC /in/ | 0000752365 | Feb 11, 2026 | 155 | $373.1M |
| Diametric Capital, LP | 0001719087 | Feb 13, 2026 | 367 | $373.1M |
| Alight Capital Management LP | 0001651473 | Feb 17, 2026 | 57 | $373.1M |
| Vision Retirement, LLC | 0002069023 | May 7, 2026 | 602 | $373.1M |
| Physicians Financial Services, Inc. | 0001665518 | Jan 21, 2026 | 107 | $372.7M |
| Truefg, LLC | 0001766067 | Jan 21, 2026 | 69 | $372.7M |
| Siena Capital Partners GP, LLC | 0001694886 | Feb 11, 2026 | 103 | $372.5M |
| Argos Wealth Advisors, LLC | 0001809154 | Feb 4, 2026 | 212 | $372.2M |
| Phraction Management LLC | 0001907803 | Jan 26, 2026 | 66 | $372.2M |
| BridgePort Financial Solutions, LLC | 0002031775 | Jan 16, 2026 | 240 | $372.2M |
| PYA Waltman Capital, LLC | 0001800135 | Feb 13, 2026 | 75 | $372.2M |
| Access Investment Management LLC | 0002010477 | Feb 2, 2026 | 167 | $372.2M |
| Eaton Financial Holdings Company, LLC | 0001972322 | Feb 9, 2026 | 134 | $372.0M |
| Muhlenkamp & Co. Inc. | 0001133219 | Feb 4, 2026 | 28 | $371.8M |
| C Partners Holding GmbH | 0001634083 | Feb 17, 2026 | 8 | $371.7M |
| EPG Wealth Management LLC | 0001803058 | Jan 28, 2026 | 319 | $371.5M |
| Financial Perspectives, Inc | 0002003287 | Jan 28, 2026 | 714 | $371.2M |