| Quaker Capital Investments, LLC | 0001633648 | Aug 14, 2025 | 17 | $327.5M |
| HT Partners LLC | 0001552999 | Jul 21, 2025 | 49 | $327.3M |
| FDx Advisors, Inc. | 0001566601 | Aug 7, 2025 | 177 | $327.3M |
| FWL Investment Management, LLC | 0001829231 | Aug 14, 2025 | 325 | $326.8M |
| HORAN Wealth, LLC | 0002072569 | Aug 6, 2025 | 120 | $326.7M |
| Sophron Capital Management L.P. | 0002027142 | Aug 14, 2025 | 39 | $326.7M |
| Trinity Financial Advisors LLC | 0001809574 | Jul 3, 2025 | 91 | $326.6M |
| Ceera Investments, LLC | 0001860698 | Aug 5, 2025 | 112 | $326.5M |
| Claar Advisors LLC | 0001593410 | Aug 14, 2025 | 18 | $326.5M |
| Magnitude Capital, LLC | 0001556278 | Aug 14, 2025 | 1 | $326.4M |
| NovaPoint Capital, LLC | 0001815025 | Jul 16, 2025 | 77 | $326.2M |
| Droms Strauss Advisors Inc. /Mo/ | 0001053292 | Jul 15, 2025 | 70 | $326.1M |
| EnRich Financial Partners LLC | 0001955091 | Jul 30, 2025 | 59 | $325.7M |
| CV Advisors LLC | 0001872254 | Jul 25, 2025 | 37 | $325.5M |
| Blueshift Asset Management, LLC | 0001727827 | Aug 13, 2025 | 430 | $325.5M |
| PFW Advisors LLC | 0001989744 | Jul 9, 2025 | 125 | $325.1M |
| Eaton Financial Holdings Company, LLC | 0001972322 | Jul 15, 2025 | 116 | $325.0M |
| Westend Capital Management, LLC | 0001331997 | Jul 14, 2025 | 228 | $324.6M |
| EWG Elevate Inc. | 0001765278 | Jul 15, 2025 | 142 | $324.6M |
| Howard Bailey Securities, LLC | 0002043986 | Feb 27, 2026 | 150 | $324.4M |
| Sycale Advisors (NY) LLC | 0001811522 | Aug 14, 2025 | 21 | $324.3M |
| Pinnacle Bancorp, Inc. | 0001703383 | Jul 11, 2025 | 909 | $324.0M |
| Wells Trecaso Financial Group, LLC | 0001737987 | Jul 22, 2025 | 90 | $323.9M |
| FC Advisory LLC | 0001683754 | Aug 14, 2025 | 112 | $323.9M |
| Ogorek Anthony Joseph /NY/ | 0000714364 | Aug 8, 2025 | 693 | $323.6M |
| Argent Advisors, Inc. | 0001426851 | Aug 7, 2025 | 151 | $323.5M |
| Empirical Asset Management, LLC | 0001926596 | Jul 29, 2025 | 313 | $323.4M |
| Once Capital Management, LLC | 0001712892 | Aug 5, 2025 | 16 | $323.3M |
| Brady Family Wealth, LLC | 0001971456 | Jul 10, 2025 | 113 | $323.0M |
| Palumbo Wealth Management LLC | 0001846310 | Jul 15, 2025 | 197 | $322.9M |
| Stone Summit Wealth LLC | 0001908192 | Jul 17, 2025 | 142 | $322.8M |
| KFA Private Wealth Group, LLC | 0001800556 | Jul 24, 2025 | 132 | $322.7M |
| RFG - Bristol Wealth Advisors, LLC | 0002055104 | Aug 6, 2025 | 173 | $322.5M |
| Wealth High Governance Capital Ltda | 0002028828 | Aug 14, 2025 | 33 | $322.4M |
| American Financial Group Inc. 401(K) Retirement & Savings Plan | 0000943719 | Aug 7, 2025 | 1 | $322.2M |
| Regimen Wealth, LLC | 0001963863 | Aug 6, 2025 | 74 | $322.1M |
| Brown Wealth Management, LLC | 0001987005 | Aug 11, 2025 | 98 | $322.0M |
| Brown Miller Wealth Management, LLC | 0001840084 | Jul 22, 2025 | 189 | $321.9M |
| Level Financial Advisors | 0001871734 | Jul 15, 2025 | 90 | $321.4M |
| Passive Capital Management, LLC. | 0001958250 | Aug 12, 2025 | 82 | $321.4M |
| Gator Capital Management, LLC | 0001570284 | Aug 13, 2025 | 71 | $320.8M |
| Broad Peak Investment Advisers Pte Ltd | 0001547349 | Jul 28, 2025 | 13 | $320.8M |
| ForthRight Wealth Management, LLC | 0001841633 | Jul 28, 2025 | 65 | $320.7M |
| Denver PWM, LLC | 0001657980 | Aug 14, 2025 | 78 | $320.7M |
| CLG LLC | 0002059872 | Aug 14, 2025 | 127 | $320.6M |
| Peregrine Asset Advisers, Inc. | 0001535227 | Aug 5, 2025 | 168 | $320.5M |
| Muhlenkamp & Co. Inc. | 0001133219 | Jul 24, 2025 | 26 | $320.5M |
| Narus Financial Partners, LLC | 0001698091 | Jul 14, 2025 | 157 | $320.4M |
| Cannell Capital LLC | 0001058854 | Aug 15, 2025 | 57 | $320.1M |
| Arcataur Capital Management LLC | 0001987321 | Jul 23, 2025 | 99 | $320.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0001697375 | Jul 10, 2025 | 339 | $319.7M |
| Heights Capital Management, Inc. | 0001081698 | Aug 14, 2025 | 158 | $319.6M |
| Thrive Capital Management, LLC | 0001845943 | Aug 8, 2025 | 169 | $319.3M |
| Shoker Investment Counsel, Inc. | 0001599623 | Aug 11, 2025 | 111 | $319.0M |
| City State Bank | 0001910666 | Jul 31, 2025 | 748 | $319.0M |
| S.E.E.D. Planning Group LLC | 0001765515 | Jul 8, 2025 | 71 | $319.0M |
| Smart Money Group LLC | 0001728866 | Aug 6, 2025 | 74 | $318.9M |
| SMART Wealth LLC | 0002044723 | Aug 13, 2025 | 168 | $318.8M |
| Concentrum Wealth Management | 0001765387 | Aug 12, 2025 | 73 | $318.7M |
| Valtinson Bruner Financial Planning LLC | 0001761450 | Aug 6, 2025 | 155 | $318.6M |
| TSP Capital Management Group, LLC | 0001317208 | Aug 11, 2025 | 44 | $318.6M |
| Capital Planning LLC | 0001790688 | Jul 21, 2025 | 79 | $318.3M |
| Oxler Private Wealth LLC | 0001846002 | Aug 13, 2025 | 86 | $318.2M |
| 11 Capital Partners LP | 0001801172 | Aug 14, 2025 | 18 | $318.1M |
| Evexia Wealth LLC | 0001975710 | Jul 23, 2025 | 78 | $318.1M |
| Financial Advisory Partners, LLC | 0001994252 | Jul 14, 2025 | 66 | $318.0M |
| Neumann Capital Management, LLC | 0001631930 | Jul 17, 2025 | 100 | $318.0M |
| Court Place Advisors, LLC | 0001566113 | Jul 24, 2025 | 146 | $318.0M |
| Newton One Investments LLC | 0001842787 | Jul 16, 2025 | 128 | $317.8M |
| Boyd Watterson Asset Management LLC | 0001121477 | Aug 1, 2025 | 425 | $317.7M |
| Ewa, LLC | 0001835252 | Jul 18, 2025 | 219 | $317.6M |
| Corigliano Investment Advisers, LLC | 0002031771 | Aug 14, 2025 | 43 | $317.5M |
| Knuff & Co LLC | 0001768089 | Aug 13, 2025 | 122 | $317.5M |
| Seascape Capital Management | 0001418342 | Jul 14, 2025 | 96 | $317.2M |
| OLIO Financial Planning | 0001906766 | Jul 9, 2025 | 64 | $317.1M |
| Sandbox Financial Partners, LLC | 0001844892 | Jul 9, 2025 | 123 | $317.0M |
| Van Strum & Towne Inc. | 0001080173 | Jul 25, 2025 | 109 | $316.9M |
| 360 Financial, Inc. | 0001802324 | Aug 6, 2025 | 85 | $316.8M |
| Duncan Williams Asset Management, LLC | 0002011771 | Jul 22, 2025 | 154 | $316.8M |
| WJ Wealth Management, LLC | 0001801674 | Jul 28, 2025 | 99 | $316.8M |
| Crestview Partners III GP, L.P. | 0001703027 | Aug 12, 2025 | 3 | $316.2M |
| EdgeRock Capital LLC | 0001908378 | Jul 16, 2025 | 109 | $316.1M |
| Rench Wealth Management, Inc. | 0001599016 | Aug 13, 2025 | 52 | $316.0M |
| Compass Advisory Group LLC | 0001720292 | Jul 28, 2025 | 75 | $316.0M |
| Argonautica Private Wealth Management, Inc. | 0001931870 | Jul 30, 2025 | 183 | $315.8M |
| Atwater Malick LLC | 0001769288 | Jul 21, 2025 | 83 | $315.8M |
| Capital Management Associates, Inc | 0002008851 | Jul 23, 2025 | 115 | $315.7M |
| Sequent Planning LLC | 0002009724 | Aug 14, 2025 | 162 | $315.7M |
| Leeward Financial Partners, LLC | 0001735201 | Aug 4, 2025 | 100 | $315.6M |
| Northeast Financial Group, Inc. | 0001965773 | Jul 18, 2025 | 82 | $315.6M |
| Courage Miller Partners, LLC | 0001482106 | Jul 25, 2025 | 86 | $315.4M |
| White Pine Capital LLC | 0001137429 | Aug 12, 2025 | 221 | $315.1M |
| Bcwm, LLC | 0001542165 | Aug 14, 2025 | 54 | $315.0M |
| Prudent Man Advisors, LLC | 0001817174 | Jul 31, 2025 | 181 | $314.9M |
| Websterrogers Financial Advisors, LLC | 0001841757 | Jul 10, 2025 | 86 | $314.5M |
| Centennial Wealth Advisory LLC | 0001839421 | Jul 17, 2025 | 150 | $314.4M |
| Proathlete Wealth Management LLC | 0002012065 | Jul 14, 2025 | 322 | $314.4M |
| Trust Co. of Oklahoma | 0001083323 | Jul 7, 2025 | 138 | $314.3M |
| Seaside Wealth Management, Inc. | 0001929977 | Jul 9, 2025 | 62 | $314.3M |
| Panview Capital Ltd | 0002035224 | Aug 7, 2025 | 9 | $314.3M |