| Keewaydin Investments LLC | 0002055512 | Aug 14, 2026 | 18 | $346.6M |
| Brady Family Wealth, LLC | 0001971456 | Jul 13, 2026 | 113 | $346.5M |
| Oak Family Advisors, LLC | 0001846161 | Jul 20, 2026 | 102 | $346.4M |
| Corbyn Investment Management Inc. | 0000919538 | Aug 6, 2026 | 66 | $346.2M |
| Technology Crossover Management VIII, Ltd. | 0001626282 | Aug 7, 2026 | 5 | $346.0M |
| RR Advisors, LLC | 0001322613 | Aug 13, 2026 | 25 | $345.6M |
| Front Row Advisors LLC | 0001729254 | Aug 13, 2026 | 576 | $345.5M |
| Matthew 25 Management Corp | 0001351431 | Aug 14, 2026 | 20 | $345.5M |
| Enavate Sciences Gp, LLC | 0001953107 | Aug 14, 2026 | 7 | $345.4M |
| Muhlenkamp & Co. Inc. | 0001133219 | Aug 18, 2026 | 28 | $345.3M |
| Bear Mountain Capital, Inc. | 0002009419 | Jul 20, 2026 | 214 | $345.2M |
| West Family Investments, Inc. | 0001568303 | Aug 10, 2026 | 468 | $345.0M |
| Westwood Wealth Management | 0001861125 | Aug 7, 2026 | 43 | $345.0M |
| McCollum Christoferson Group LLC | 0001727573 | Jul 13, 2026 | 80 | $344.7M |
| G&S Capital LLC | 0001731448 | Jul 10, 2026 | 152 | $344.5M |
| Acima Private Wealth, LLC | 0001761961 | Jul 6, 2026 | 173 | $344.3M |
| Hamilton Capital Partners, LLC | 0002037578 | Jul 20, 2026 | 32 | $344.3M |
| Highland Peak Capital, LLC | 0001961320 | Aug 12, 2026 | 13 | $343.6M |
| Quaker Wealth Management, LLC | 0001733472 | Jul 24, 2026 | 967 | $343.5M |
| Eleva Capital SAS | 0002054496 | Jul 2, 2026 | 24 | $343.4M |
| Capital Planning LLC | 0001790688 | Jul 22, 2026 | 88 | $343.4M |
| Alaethes Wealth, LLC | 0001859677 | Aug 14, 2026 | 108 | $343.4M |
| Key Client Fiduciary Advisors, LLC | 0001912612 | Jul 9, 2026 | 219 | $343.3M |
| PFW Advisors LLC | 0001989744 | Jul 13, 2026 | 124 | $343.0M |
| Orion Investment Co | 0002033920 | Aug 11, 2026 | 73 | $342.7M |
| Nova R Wealth, Inc. | 0001729457 | Jul 17, 2026 | 85 | $342.7M |
| Solus Alternative Asset Management LP | 0001407737 | Aug 14, 2026 | 10 | $342.2M |
| Idaho Trust Co | 0001568069 | Aug 7, 2026 | 98 | $342.1M |
| Bcwm, LLC | 0001542165 | Aug 14, 2026 | 57 | $342.0M |
| Jacobsen Capital Management | 0001782491 | Jul 29, 2026 | 126 | $341.9M |
| Owl Creek Wealth Partners LLC | 0002133805 | Jul 20, 2026 | 1,289 | $341.8M |
| Western Financial Corp | 0001954480 | Jul 22, 2026 | 132 | $341.5M |
| Roberts Financial Services LLC | 0001767602 | Aug 6, 2026 | 33 | $341.5M |
| 11 Capital Partners LP | 0001801172 | Aug 14, 2026 | 20 | $341.5M |
| Verger Capital Management LLC | 0001627417 | Jul 28, 2026 | 13 | $341.4M |
| Northstar Asset Management Inc. | 0000869304 | Jul 28, 2026 | 91 | $341.2M |
| Hixon Zuercher, LLC | 0001806752 | Jul 20, 2026 | 88 | $340.8M |
| Aikya Investment Management Ltd | 0002005403 | Aug 12, 2026 | 5 | $340.6M |
| Coalescence Partners Investment Management, LP | 0001759662 | Aug 14, 2026 | 12 | $340.6M |
| Act Wealth Management, LLC | 0001814191 | Jul 8, 2026 | 64 | $340.3M |
| Avaii Wealth Management, LLC | 0001904431 | Aug 10, 2026 | 175 | $340.2M |
| Warner Financial, Inc. | 0001927175 | Jul 9, 2026 | 145 | $340.1M |
| Greenbush Financial Group, LLC | 0002061818 | Jul 21, 2026 | 35 | $340.1M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0002032331 | Aug 13, 2026 | 124 | $339.9M |
| ODonnell Financial Services, LLC | 0001730962 | Aug 12, 2026 | 74 | $339.8M |
| Yakira Capital Management, Inc. | 0001584639 | Aug 13, 2026 | 201 | $339.6M |
| River Street Advisors LLC | 0001964897 | Jul 21, 2026 | 177 | $339.5M |
| Jeppson Wealth Management, LLC | 0001831263 | Aug 4, 2026 | 242 | $339.4M |
| Brilliance Asset Management Ltd. | 0001665751 | Aug 12, 2026 | 11 | $339.3M |
| Haverford Financial Services, Inc. | 0001347683 | Aug 12, 2026 | 49 | $339.2M |
| New Insight Wealth Advisors | 0002022328 | Jul 28, 2026 | 120 | $339.2M |
| 1492 Capital Management LLC | 0001584087 | Aug 11, 2026 | 133 | $338.7M |
| East Coast Asset Management, LLC. | 0001579254 | Aug 14, 2026 | 67 | $338.6M |
| Etesian Wealth Advisors, Inc. | 0001997586 | Jul 23, 2026 | 141 | $338.3M |
| Ferguson Shapiro LLC | 0001767433 | Jul 9, 2026 | 87 | $338.0M |
| Heritage Oak Wealth Advisors LLC | 0002035533 | Jul 23, 2026 | 100 | $337.8M |
| Castle Wealth Management LLC | 0001936420 | Jul 31, 2026 | 143 | $337.6M |
| Warberg Asset Management LLC | 0001597506 | Aug 11, 2026 | 145 | $337.5M |
| Elite Wealth Management, Inc. | 0001622757 | Aug 13, 2026 | 47 | $337.4M |
| Shayne & Jacobs, LLC | 0001484085 | Jul 7, 2026 | 101 | $337.2M |
| Corundum Group, Inc. | 0001486083 | Aug 7, 2026 | 112 | $337.1M |
| Consilium Wealth Advisory, LLC | 0001904906 | Aug 11, 2026 | 101 | $336.9M |
| Northern Right Capital Management, L.P. | 0001346543 | Aug 14, 2026 | 27 | $336.9M |
| Ameliora Wealth Management Ltd. | 0001910168 | Jul 24, 2026 | 229 | $336.9M |
| Riverwater Partners LLC | 0001882572 | Aug 14, 2026 | 209 | $336.8M |
| Bank Ozk | 0001569650 | Aug 17, 2026 | 159 | $336.7M |
| Amtrust Financial Services, Inc. | 0001365555 | Jul 29, 2026 | 15 | $336.4M |
| Roth Financial Partners LLC | 0001840888 | Jul 14, 2026 | 33 | $336.3M |
| Strategic Financial Concepts, LLC | 0001870686 | Jul 28, 2026 | 239 | $336.2M |
| Forum Private Client Group LLC | 0001910636 | Aug 12, 2026 | 86 | $336.0M |
| Silver Coast Investments LLC | 0002012033 | Jul 24, 2026 | 121 | $335.9M |
| Greenfield Seitz Capital Management, LLC | 0002097528 | Aug 12, 2026 | 107 | $335.8M |
| Red Lighthouse Investment Management, LLC | 0001962166 | Aug 4, 2026 | 85 | $335.6M |
| Adirondack Trust Co. | 0001054257 | Jul 16, 2026 | 558 | $335.6M |
| OneAscent Wealth Management LLC | 0001844707 | Aug 11, 2026 | 169 | $335.5M |
| Jessup Wealth Management, Inc | 0001963536 | Aug 11, 2026 | 81 | $335.3M |
| Pennant Investors, LP | 0001759176 | Aug 14, 2026 | 16 | $334.9M |
| TPG Financial Advisors, LLC | 0001706669 | Aug 10, 2026 | 81 | $334.8M |
| Seaview Investment Managers LLC | 0001832158 | Jul 14, 2026 | 93 | $334.8M |
| Spinecap SAS | 0002011727 | Jul 27, 2026 | 16 | $334.7M |
| BHK Investment Advisors, LLC | 0001710539 | Jul 28, 2026 | 79 | $334.7M |
| Private Wealth Advisors, LLC | 0001787027 | Aug 6, 2026 | 81 | $334.6M |
| Trustees of Dartmouth College | 0001599404 | Aug 13, 2026 | 11 | $334.6M |
| Arkfeld Wealth Strategies, L.L.C. | 0001789382 | Jul 10, 2026 | 119 | $334.5M |
| Wealth High Governance Capital Ltda | 0002028828 | Aug 13, 2026 | 35 | $334.4M |
| Core Alternative Capital | 0001776878 | Aug 14, 2026 | 201 | $334.2M |
| Saiph Capital, LLC | 0002052658 | Jul 29, 2026 | 131 | $334.1M |
| Shengqi Capital (Hong Kong) Ltd | 0002040405 | Jul 27, 2026 | 7 | $334.0M |
| Slagle Financial, LLC | 0001984918 | Jul 29, 2026 | 127 | $333.8M |
| Henry James International Management Inc. | 0001750423 | Jul 9, 2026 | 91 | $333.8M |
| Elevation Wealth Partners, LLC | 0001976256 | Jul 8, 2026 | 1,305 | $333.8M |
| Gimbel Daniel Scott | 0001867040 | Aug 14, 2026 | 2 | $333.3M |
| Costello Asset Management, INC | 0001760145 | Jul 28, 2026 | 710 | $333.2M |
| S&T Bank | 0001010911 | Aug 12, 2026 | 445 | $333.2M |
| Goepper Burkhardt LLC | 0001844142 | Aug 10, 2026 | 99 | $333.1M |
| Ducere Wealth Management LLC | 0002083656 | Jul 28, 2026 | 135 | $332.6M |
| Joseph P. Lucia & Associates, LLC | 0001775391 | Aug 7, 2026 | 188 | $332.6M |
| Steadview Capital Management LLC | 0001844008 | Aug 4, 2026 | 14 | $332.5M |
| Canopy Partners, LLC | 0001960860 | Jul 22, 2026 | 256 | $332.4M |
| Master's Wealth Management Inc. | 0002056521 | Aug 7, 2026 | 91 | $332.3M |