| Aspiring Ventures, LLC | 0001738640 | May 5, 2026 | 78 | $302.4M |
| Wealth Advisors of Tampa Bay, LLC | 0001715228 | May 14, 2026 | 93 | $302.4M |
| American Financial Group Inc. 401(K) Retirement & Savings Plan | 0000943719 | May 13, 2026 | 1 | $302.3M |
| Cora Capital Advisors LLC | 0001964530 | Apr 17, 2026 | 134 | $302.0M |
| Greenbush Financial Group, LLC | 0002061818 | Apr 17, 2026 | 36 | $302.0M |
| Wheelhouse Advisory Group LLC | 0001998946 | Apr 23, 2026 | 51 | $301.8M |
| DHJJ Financial Advisors, Ltd. | 0001844716 | Apr 9, 2026 | 1,081 | $301.8M |
| Elevated Financial Group LLC | 0002063915 | May 11, 2026 | 133 | $301.6M |
| GR Financial Group, LLC | 0002011751 | May 11, 2026 | 22 | $301.5M |
| Precision Wealth Strategies, LLC | 0001844197 | May 6, 2026 | 156 | $301.4M |
| Tred Avon Family Wealth, LLC | 0002094435 | Apr 22, 2026 | 261 | $301.3M |
| Charles-Lim Capital Ltd | 0001634255 | May 14, 2026 | 5 | $301.3M |
| Pacifica Partners Inc. | 0001799900 | Apr 9, 2026 | 451 | $301.2M |
| Matthew 25 Management Corp | 0001351431 | May 12, 2026 | 20 | $301.1M |
| USAdvisors Wealth Management, LLC | 0001735605 | Apr 27, 2026 | 137 | $301.0M |
| Absolute Capital Management, LLC | 0001817648 | May 12, 2026 | 146 | $301.0M |
| Cape Investment Advisory, Inc. | 0001944437 | May 15, 2026 | 227 | $300.7M |
| United Bank | 0001697791 | May 1, 2026 | 124 | $300.6M |
| Flat Footed LLC | 0001799456 | May 15, 2026 | 15 | $300.3M |
| Corbyn Investment Management Inc. | 0000919538 | Apr 28, 2026 | 62 | $300.2M |
| Forum Private Client Group LLC | 0001910636 | May 13, 2026 | 80 | $300.1M |
| Sykon Capital LLC | 0001988408 | Apr 22, 2026 | 88 | $300.0M |
| Riverwater Partners LLC | 0001882572 | May 8, 2026 | 213 | $300.0M |
| United Community Bank | 0002000314 | Apr 24, 2026 | 565 | $299.9M |
| Amtrust Financial Services, Inc. | 0001365555 | May 15, 2026 | 15 | $299.8M |
| PCA Investment Advisory Services Inc. | 0001977044 | May 11, 2026 | 57 | $299.7M |
| Riverview Capital Advisers, LLC | 0001962933 | May 14, 2026 | 86 | $299.7M |
| Rogco, LP | 0001998892 | May 5, 2026 | 205 | $299.5M |
| Jackson, Grant Investment Advisers, Inc. | 0001650300 | May 8, 2026 | 398 | $299.5M |
| Prodigy Asset Management LLC | 0001956244 | May 4, 2026 | 28 | $299.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0001510870 | Apr 28, 2026 | 142 | $299.5M |
| Kimmeridge Energy Management Company, LLC | 0001706220 | May 15, 2026 | 1 | $299.4M |
| Goepper Burkhardt LLC | 0001844142 | May 13, 2026 | 97 | $299.3M |
| Corundum Group, Inc. | 0001486083 | Apr 20, 2026 | 108 | $299.2M |
| BHK Investment Advisors, LLC | 0001710539 | Apr 29, 2026 | 79 | $299.2M |
| Juncture Wealth Strategies, LLC | 0001632866 | Apr 15, 2026 | 133 | $299.2M |
| Parkshore Wealth Management, Inc. | 0002024251 | May 13, 2026 | 69 | $299.1M |
| Kaydan Wealth Management, Inc. | 0001964532 | Apr 29, 2026 | 109 | $299.0M |
| Buttonwood Financial Advisors Inc. | 0001904033 | Apr 21, 2026 | 108 | $298.8M |
| Beacon Bridge Wealth Partners, LLC | 0001965468 | May 5, 2026 | 101 | $298.8M |
| Nepsis Inc. | 0001587643 | Apr 15, 2026 | 29 | $298.6M |
| Tieton Capital Management, LLC | 0001381954 | May 8, 2026 | 35 | $298.6M |
| American Assets Inc. | 0000885118 | May 11, 2026 | 30 | $298.5M |
| Technology Crossover Management VIII, Ltd. | 0001626282 | May 8, 2026 | 5 | $298.4M |
| Vista Investment Management | 0001740140 | May 15, 2026 | 173 | $298.4M |
| MKT Advisors LLC | 0001906802 | Apr 10, 2026 | 157 | $298.3M |
| jvl associates llc | 0001915765 | Apr 16, 2026 | 63 | $298.3M |
| Congruence Capital, LLC | 0002085569 | May 14, 2026 | 30 | $298.2M |
| Lynch Asset Management, Inc. | 0001906719 | Apr 24, 2026 | 51 | $298.2M |
| CPA Asset Management Group, LLC | 0001963967 | May 5, 2026 | 99 | $298.2M |
| Berkeley, Inc | 0002051965 | Apr 24, 2026 | 81 | $298.1M |
| Hassell Wealth Management, LLC | 0001965270 | Apr 30, 2026 | 28 | $298.0M |
| Range Financial Group LLC | 0001928635 | Apr 30, 2026 | 190 | $298.0M |
| Act Wealth Management, LLC | 0001814191 | Apr 14, 2026 | 62 | $297.8M |
| Sustainable Insight Capital Management, LLC | 0001580677 | May 14, 2026 | 86 | $297.7M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0002071170 | May 15, 2026 | 687 | $297.7M |
| Adirondack Trust Co. | 0001054257 | Apr 3, 2026 | 544 | $297.6M |
| LCNB Corp. | 0001074902 | May 11, 2026 | 186 | $297.5M |
| SVF Sponsor III (DE) LLC | 0001838428 | May 18, 2026 | 1 | $297.4M |
| TMB Capital Partners, LLC | 0002111931 | May 8, 2026 | 176 | $297.3M |
| Fischer Financial Services, Inc. | 0002064001 | Apr 28, 2026 | 56 | $297.3M |
| Prudent Man Investment Management, Inc. | 0002054263 | May 4, 2026 | 169 | $297.3M |
| Essential Partners LLC | 0002136442 | May 21, 2026 | 2,848 | $297.2M |
| Richard W. Paul & Associates, LLC | 0001964203 | May 13, 2026 | 300 | $297.1M |
| Concord Investment Counsel Inc. | 0002022154 | May 13, 2026 | 41 | $297.0M |
| Trustees of the University of Pennsylvania | 0000351083 | May 14, 2026 | 4 | $296.8M |
| X-Square Capital, LLC | 0001729300 | May 15, 2026 | 164 | $296.7M |
| New Republic Capital, LLC | 0001989988 | May 1, 2026 | 312 | $296.7M |
| Jacobsen Capital Management | 0001782491 | Apr 24, 2026 | 124 | $296.1M |
| Red Lighthouse Investment Management, LLC | 0001962166 | May 8, 2026 | 80 | $296.1M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0001327944 | Apr 16, 2026 | 146 | $296.0M |
| Vigilare Wealth Management | 0001730889 | Apr 1, 2026 | 109 | $296.0M |
| River Street Advisors LLC | 0001964897 | Apr 21, 2026 | 172 | $295.9M |
| Front Row Advisors LLC | 0001729254 | May 19, 2026 | 553 | $295.6M |
| Tandem Financial, LLC | 0002049157 | May 8, 2026 | 94 | $295.6M |
| Cambridge Financial Group, LLC | 0002085256 | Apr 8, 2026 | 168 | $295.4M |
| Royal Harbor Partners, LLC | 0001801876 | Apr 24, 2026 | 51 | $295.4M |
| Master's Wealth Management Inc. | 0002056521 | Apr 23, 2026 | 82 | $295.3M |
| Claar Advisors LLC | 0001593410 | May 15, 2026 | 15 | $295.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 0002035883 | May 4, 2026 | 82 | $294.8M |
| Morris Financial Concepts, Inc. | 0001387386 | Apr 17, 2026 | 195 | $294.6M |
| ADAPT Investment Managers SA | 0002029917 | May 15, 2026 | 34 | $294.4M |
| Permit Capital, LLC | 0001313978 | May 7, 2026 | 19 | $294.4M |
| Selkirk Management LLC | 0001565432 | May 14, 2026 | 11 | $294.2M |
| B&I Capital AG | 0001843527 | May 6, 2026 | 24 | $294.1M |
| Thomas J. Herzfeld Advisors, Inc. | 0001509510 | May 12, 2026 | 115 | $294.0M |
| Pacifica Capital Investments, LLC | 0001486713 | May 13, 2026 | 15 | $293.8M |
| Deseret Mutual Benefit Administrators | 0001789351 | May 8, 2026 | 508 | $293.6M |
| Missouri Education Pension Trust | 0002093346 | May 7, 2026 | 2 | $293.5M |
| Engle Capital Management, L.P. | 0001684868 | May 15, 2026 | 22 | $293.5M |
| HF Advisory Group, LLC | 0001963169 | Apr 21, 2026 | 166 | $293.4M |
| Consilium Wealth Advisory, LLC | 0001904906 | Apr 20, 2026 | 102 | $293.2M |
| Montgomery Investment Management Inc. | 0001272544 | Apr 22, 2026 | 103 | $293.1M |
| Firetrail Investments PTY Ltd. | 0001943822 | May 5, 2026 | 28 | $293.1M |
| Roth Financial Partners LLC | 0001840888 | Apr 21, 2026 | 31 | $292.9M |
| Family Wealth Partners, LLC | 0002016217 | Apr 14, 2026 | 105 | $292.9M |
| Nixon Capital, LLC | 0001846352 | May 14, 2026 | 22 | $292.8M |
| Sharper & Granite LLC | 0001959415 | Apr 8, 2026 | 107 | $292.7M |
| Curio Wealth, LLC | 0002049201 | May 12, 2026 | 1,255 | $292.6M |
| Thomist Capital Management, LP | 0001767809 | May 15, 2026 | 43 | $292.5M |