| May Hill Capital, LLC | 0002056340 | May 7, 2026 | 199 | $370.9M |
| Cerro Pacific Wealth Advisors LLC | 0001842669 | Feb 2, 2026 | 153 | $370.9M |
| Straight Path Wealth Management | 0001902506 | Feb 11, 2026 | 129 | $370.9M |
| Fairway Wealth LLC | 0002019393 | Jan 28, 2026 | 237 | $370.8M |
| Fruth Investment Management | 0001416856 | Jan 26, 2026 | 220 | $370.7M |
| Cary Street Partners Investment Advisory LLC | 0001766904 | Feb 9, 2026 | 681 | $370.6M |
| Kentucky Farm Bureau Mutual Insurance Co | 0002131132 | May 15, 2026 | 63 | $370.6M |
| Arq Wealth Advisors, LLC | 0001811827 | Feb 9, 2026 | 135 | $370.6M |
| Mudrick Capital Management, L.P. | 0001655183 | Feb 17, 2026 | 2 | $370.2M |
| Compass Advisory Group LLC | 0001720292 | Jan 21, 2026 | 84 | $370.1M |
| Butensky & Cohen Financial Security, Inc. | 0001632802 | Jan 13, 2026 | 97 | $369.6M |
| Euclidean Capital LLC | 0001825034 | Feb 17, 2026 | 12 | $369.5M |
| Werba Rubin Papier Wealth Management | 0001971029 | Jan 27, 2026 | 232 | $369.0M |
| ShankerValleau Wealth Advisors, Inc. | 0001903273 | Jan 6, 2026 | 41 | $369.0M |
| Stone Summit Wealth LLC | 0001908192 | Jan 27, 2026 | 141 | $368.7M |
| Pensionfund Sabic | 0001637246 | Jan 12, 2026 | 212 | $368.7M |
| Wakefield Asset Management LLLP | 0001600435 | Feb 5, 2026 | 201 | $368.6M |
| Charles-Lim Capital Ltd | 0001634255 | Feb 13, 2026 | 7 | $368.6M |
| Aip, LLC | 0001714498 | Feb 13, 2026 | 3 | $368.5M |
| CWS Financial Advisors, LLC | 0001802459 | Feb 6, 2026 | 150 | $368.3M |
| Paragon Advisors, LLC | 0001799719 | Jan 12, 2026 | 81 | $368.1M |
| Freedom Day Solutions, LLC | 0001467517 | Feb 4, 2026 | 93 | $368.0M |
| Virtus Investment Advisers, LLC | 0000019481 | Feb 17, 2026 | 461 | $367.9M |
| Florida Financial Advisors, LLC | 0002050972 | Feb 10, 2026 | 277 | $367.9M |
| Cape Ann Asset Management Ltd | 0001768237 | Feb 13, 2026 | 10 | $367.6M |
| VELA Investment Management, LLC | 0001895612 | Aug 27, 2026 | 131 | $367.4M |
| Puzo Michael J | 0001053914 | Feb 17, 2026 | 71 | $367.3M |
| Elite Wealth Management, Inc. | 0001622757 | Feb 2, 2026 | 53 | $367.3M |
| Morton Brown Family Wealth, LLC | 0001909851 | Jan 28, 2026 | 294 | $367.3M |
| Pacifica Capital Investments, LLC | 0001486713 | Feb 12, 2026 | 15 | $367.1M |
| EnRich Financial Partners LLC | 0001955091 | Jan 28, 2026 | 63 | $366.9M |
| Running Point Capital Advisors, LLC | 0001840629 | Feb 17, 2026 | 189 | $366.8M |
| Promethos Capital, LLC | 0001908619 | Feb 13, 2026 | 43 | $366.8M |
| Proathlete Wealth Management LLC | 0002012065 | Jan 28, 2026 | 315 | $366.7M |
| Thomist Capital Management, LP | 0001767809 | Feb 13, 2026 | 58 | $366.6M |
| Advanced Asset Management Advisors Inc | 0001075444 | Feb 2, 2026 | 81 | $366.2M |
| Morgan Creek Capital Management, LLC | 0001623781 | Feb 17, 2026 | 14 | $365.8M |
| Elevatus Welath Management | 0001982776 | Jan 14, 2026 | 156 | $365.7M |
| Accel Wealth Management | 0001838226 | Jan 20, 2026 | 281 | $365.6M |
| Pennsylvania Capital Management Inc. | 0001004140 | Jan 26, 2026 | 113 | $365.4M |
| Sentry LLC | 0002004474 | Jan 16, 2026 | 124 | $365.3M |
| Slotnik Capital, LLC | 0001963764 | Feb 13, 2026 | 28 | $365.2M |
| City State Bank | 0001910666 | Jan 28, 2026 | 767 | $365.1M |
| Fivespan Partners, LP | 0002040262 | Feb 13, 2026 | 6 | $364.9M |
| Groupe Bruxelles Lambert | 0001179313 | Feb 5, 2026 | 1 | $364.8M |
| Grandview Asset Management LLC | 0001766791 | Jan 26, 2026 | 139 | $364.6M |
| Steamboat Capital Partners, LLC | 0001635663 | Feb 17, 2026 | 59 | $364.5M |
| Beam Wealth Advisors, Inc. | 0001803426 | Feb 4, 2026 | 107 | $364.3M |
| M3F, Inc. | 0001511291 | Feb 13, 2026 | 25 | $364.1M |
| One Degree Advisors Inc | 0002005743 | Feb 6, 2026 | 70 | $363.8M |
| Independence Financial Advisors, LLC | 0002066080 | Jan 15, 2026 | 55 | $363.8M |
| Ogorek Anthony Joseph /NY/ | 0000714364 | Jan 23, 2026 | 708 | $363.6M |
| PhiloSmith Capital Corp | 0001942361 | Jan 28, 2026 | 23 | $363.6M |
| Reik & Co., LLC | 0001388028 | Feb 5, 2026 | 56 | $363.5M |
| ARK & TLK Investments, LLC | 0002013188 | Feb 10, 2026 | 113 | $363.5M |
| Ratan Capital Management LP | 0001566887 | Feb 12, 2026 | 38 | $363.5M |
| White Pine Capital LLC | 0001137429 | Feb 9, 2026 | 219 | $363.4M |
| Narus Financial Partners, LLC | 0001698091 | Feb 9, 2026 | 160 | $363.0M |
| Atwater Malick LLC | 0001769288 | Jan 23, 2026 | 86 | $362.6M |
| Core Alternative Capital | 0001776878 | Feb 2, 2026 | 213 | $362.6M |
| Ballast Advisors LLC | 0001803415 | Feb 3, 2026 | 175 | $362.5M |
| Westbourne Investment Advisors, Inc. | 0001650092 | Jan 23, 2026 | 116 | $362.4M |
| Windsor Capital Management, LLC | 0001543100 | Jan 15, 2026 | 121 | $362.3M |
| Burke & Herbert Bank & Trust Co. | 0001101250 | Feb 12, 2026 | 230 | $362.1M |
| Brown Miller Wealth Management, LLC | 0001840084 | Jan 23, 2026 | 193 | $361.9M |
| Sandbox Financial Partners, LLC | 0001844892 | Jan 7, 2026 | 123 | $361.4M |
| Owls Nest Partners IA, LLC | 0001845806 | Feb 13, 2026 | 13 | $361.2M |
| Merk Investments LLC | 0001302842 | Feb 13, 2026 | 10 | $360.7M |
| Keating Investment Counselors Inc. | 0001020580 | Jan 30, 2026 | 62 | $360.7M |
| Highland Financial Advisors, LLC | 0001939237 | Jan 23, 2026 | 66 | $360.7M |
| Elyxium Wealth, LLC | 0002043538 | Feb 5, 2026 | 1,359 | $360.6M |
| Luminvest Wealth Management LLC | 0002036517 | Jan 26, 2026 | 50 | $360.4M |
| Oxbow Capital Management (HK) Ltd | 0001713269 | Feb 13, 2026 | 8 | $360.4M |
| Inceptionr LLC | 0001821561 | Feb 11, 2026 | 580 | $360.4M |
| Clean Yield Group | 0001525865 | Jan 26, 2026 | 410 | $360.2M |
| Swmg, LLC | 0001839255 | Feb 10, 2026 | 120 | $360.2M |
| Columbia Bank | 0002017259 | Feb 13, 2026 | 156 | $360.0M |
| VCI Wealth Management LLC | 0002009388 | Jan 27, 2026 | 109 | $359.7M |
| Heritage Wealth Management, Inc. | 0001944755 | Jan 26, 2026 | 258 | $359.6M |
| Bare Financial Services, Inc | 0002009426 | Feb 6, 2026 | 1,532 | $359.5M |
| Fulcrum Asset Management LLP | 0001353395 | Feb 5, 2026 | 181 | $359.4M |
| Endeavour Capital Advisors Inc. | 0001218749 | Feb 9, 2026 | 35 | $359.4M |
| Strata Wealth Advisors, LLC | 0001946237 | Feb 12, 2026 | 90 | $359.4M |
| Headland Capital, LLC | 0002056637 | Jan 28, 2026 | 68 | $359.3M |
| Adamsbrown Wealth Consultants LLC | 0001911244 | Jan 13, 2026 | 125 | $359.2M |
| Nokomis Capital, L.L.C. | 0001541055 | Feb 17, 2026 | 50 | $359.1M |
| RFG - Bristol Wealth Advisors, LLC | 0002055104 | Jan 23, 2026 | 175 | $359.0M |
| Montanaro Asset Management Ltd | 0001831133 | Mar 10, 2026 | 41 | $358.8M |
| SK Wealth Management, LLC | 0001867958 | Jan 30, 2026 | 79 | $358.7M |
| Amicus Financial Advisors, LLC | 0002113629 | Mar 2, 2026 | 90 | $358.6M |
| World Equity Group, Inc. | 0000878770 | Jan 12, 2026 | 326 | $358.3M |
| Argent Advisors, Inc. | 0001426851 | Feb 11, 2026 | 170 | $358.2M |
| M. Kraus & Co | 0001593688 | Jan 21, 2026 | 83 | $358.1M |
| Concentrum Wealth Management | 0001765387 | Feb 4, 2026 | 90 | $358.1M |
| TFB Advisors LLC | 0001965201 | Feb 13, 2026 | 307 | $358.0M |
| Science & Technology Partners, L.P. | 0002029433 | Feb 17, 2026 | 24 | $357.9M |
| Crown Wealth Group, LLC | 0001845698 | Jan 28, 2026 | 143 | $357.9M |
| Evexia Wealth LLC | 0001975710 | Jan 16, 2026 | 84 | $357.9M |
| Cypress Financial Planning LLC | 0001937021 | Jan 14, 2026 | 102 | $357.7M |
| Chase Investment Counsel Corp. | 0000019475 | Feb 5, 2026 | 131 | $357.6M |