| Gallatin Point Capital LLC | 0001708030 | Aug 14, 2026 | 3 | $332.3M |
| American Assets Inc. | 0000885118 | Aug 5, 2026 | 12 | $332.3M |
| Iams Wealth Management, LLC | 0001998182 | Jul 16, 2026 | 190 | $332.2M |
| Prodigy Asset Management LLC | 0001956244 | Jul 7, 2026 | 29 | $332.1M |
| BCS Private Wealth Management, Inc. | 0002044001 | Jul 31, 2026 | 187 | $332.1M |
| Precision Wealth Strategies, LLC | 0001844197 | Aug 10, 2026 | 170 | $331.8M |
| Mayfair Advisory Group, LLC | 0001801926 | Aug 11, 2026 | 185 | $331.7M |
| FDx Advisors, Inc. | 0001566601 | Aug 4, 2026 | 179 | $331.7M |
| Left Brain Wealth Management, LLC | 0001957370 | Jul 30, 2026 | 99 | $331.7M |
| Argentarii, LLC | 0002030055 | Aug 12, 2026 | 213 | $331.6M |
| Serenity Capital Management Pte. LTD. | 0001934957 | Aug 10, 2026 | 11 | $331.6M |
| Pacifica Partners Inc. | 0001799900 | Jul 13, 2026 | 424 | $331.6M |
| L.K. Benson & Company, P.C. | 0002055235 | Jul 24, 2026 | 115 | $331.5M |
| Legacy Capital Group California, Inc. | 0001977092 | Jul 29, 2026 | 297 | $331.5M |
| Long Corridor Asset Management Ltd | 0001845501 | Aug 12, 2026 | 35 | $331.5M |
| Foundation Wealth Management, LLC\PA | 0002011000 | Jul 22, 2026 | 105 | $331.3M |
| Goodlander Investment Management, LLC | 0002018973 | Aug 14, 2026 | 15 | $331.3M |
| Vista Investment Management | 0001740140 | Aug 12, 2026 | 174 | $331.2M |
| Flagstar Securities, Inc. | 0001117233 | Jul 15, 2026 | 177 | $331.2M |
| Crow's Nest Holdings LP | 0001898772 | Aug 14, 2026 | 11 | $330.7M |
| Cloverfields Capital Group, LP | 0001819581 | Aug 13, 2026 | 90 | $330.6M |
| Camarda Financial Advisors, LLC | 0001536444 | Aug 17, 2026 | 122 | $330.6M |
| Rhino Investment Partners, Inc | 0001828776 | Aug 14, 2026 | 32 | $330.5M |
| Laura & John Arnold Foundation | 0002111628 | Aug 14, 2026 | 5 | $330.5M |
| Nkcfo LLC | 0001757282 | Aug 13, 2026 | 92 | $330.1M |
| Bell & Brown Wealth Advisors, LLC | 0001725362 | Aug 10, 2026 | 73 | $330.1M |
| Norman Fields, Gottscho Capital Management, LLC | 0001352449 | Jul 8, 2026 | 64 | $330.1M |
| Lumbard & Kellner, LLC | 0001602476 | Aug 6, 2026 | 108 | $329.9M |
| Hayek Kallen Investment Management | 0001430681 | Aug 17, 2026 | 97 | $329.7M |
| Montgomery Investment Management Inc. | 0001272544 | Jul 15, 2026 | 108 | $329.5M |
| Iyo Bank, Ltd. | 0001890435 | Aug 12, 2026 | 32 | $329.5M |
| Towne Trust Company, N.A | 0001102256 | Jul 30, 2026 | 323 | $329.5M |
| Tikvah Management LLC | 0001606477 | Aug 13, 2026 | 19 | $329.2M |
| Providence Equity Partners L.L.C. | 0001492133 | Aug 14, 2026 | 3 | $329.2M |
| United Bank | 0001697791 | Aug 10, 2026 | 122 | $328.9M |
| Buttonwood Financial Advisors Inc. | 0001904033 | Jul 13, 2026 | 110 | $328.7M |
| Omega Financial Group, LLC | 0001767982 | Jul 21, 2026 | 91 | $328.6M |
| EDENTREE ASSET MANAGEMENT Ltd | 0001980273 | Aug 14, 2026 | 66 | $328.5M |
| Encompass Wealth Advisors, LLC | 0001849614 | Jul 21, 2026 | 109 | $328.5M |
| Davis Investment Partners, LLC | 0001963865 | Aug 7, 2026 | 172 | $328.5M |
| Kercheville Advisors, LLC | 0001890748 | Jul 30, 2026 | 108 | $328.4M |
| Stance Capital LLC | 0002056334 | Aug 14, 2026 | 340 | $328.2M |
| Pecaut & Co. | 0001597200 | Aug 3, 2026 | 65 | $328.2M |
| NVP Associates, LLC | 0001545692 | Aug 7, 2026 | 7 | $328.2M |
| Kaydan Wealth Management, Inc. | 0001964532 | Jul 24, 2026 | 115 | $328.1M |
| AlphaGrep UK Ltd | 0002148988 | Aug 14, 2026 | 697 | $327.9M |
| C Partners Holding GmbH | 0001634083 | Aug 14, 2026 | 9 | $327.8M |
| Vantage Point Financial LLC | 0002048892 | Aug 14, 2026 | 185 | $327.1M |
| Engaged Capital LLC | 0001559771 | Aug 14, 2026 | 10 | $327.1M |
| Richard W. Paul & Associates, LLC | 0001964203 | Aug 10, 2026 | 320 | $327.0M |
| Wealth Advisors of Tampa Bay, LLC | 0001715228 | Aug 14, 2026 | 94 | $326.9M |
| Pabrai Investments (Dalal Street) | 0001549575 | Aug 13, 2026 | 4 | $326.7M |
| Tred Avon Family Wealth, LLC | 0002094435 | Aug 10, 2026 | 262 | $326.7M |
| Rogco, LP | 0001998892 | Jul 30, 2026 | 224 | $326.7M |
| JCIC Asset Management Inc. | 0001492040 | Jul 17, 2026 | 113 | $326.5M |
| Capital Investment Management, Inc. | 0002124549 | Jul 16, 2026 | 132 | $326.4M |
| Tabor Asset Management, LP | 0001834780 | Aug 14, 2026 | 46 | $326.3M |
| Vigilare Wealth Management | 0001730889 | Jul 6, 2026 | 123 | $326.2M |
| Morris Financial Concepts, Inc. | 0001387386 | Jul 29, 2026 | 204 | $326.1M |
| Register Financial Advisors LLC | 0001962636 | Jul 15, 2026 | 426 | $326.1M |
| Hassell Wealth Management, LLC | 0001965270 | Jul 13, 2026 | 29 | $326.0M |
| Aventura Private Wealth, LLC | 0002074418 | Jul 15, 2026 | 986 | $326.0M |
| Crawford Fund Management, LLC | 0001816427 | Aug 14, 2026 | 32 | $326.0M |
| LCNB Corp. | 0001074902 | Aug 10, 2026 | 184 | $326.0M |
| Forza Wealth Management, LLC | 0001963030 | Jul 17, 2026 | 194 | $325.9M |
| Snow Phipps Group, LLC | 0001698661 | Jul 9, 2026 | 2 | $325.9M |
| New Perspectives, Inc | 0001909565 | Jul 22, 2026 | 49 | $325.9M |
| Family Wealth Partners, LLC | 0002016217 | Jul 10, 2026 | 109 | $325.8M |
| Thomas J. Herzfeld Advisors, Inc. | 0001509510 | Aug 10, 2026 | 129 | $325.8M |
| Wilkerson Advisory Group LLC | 0002079661 | Jul 21, 2026 | 620 | $325.6M |
| Triton Wealth Management, PLLC | 0001791126 | Aug 5, 2026 | 133 | $325.5M |
| S.A. Mason LLC | 0001800911 | Jul 31, 2026 | 282 | $325.5M |
| Mullooly Asset Management, Inc. | 0001950591 | Aug 5, 2026 | 60 | $324.9M |
| Sykon Capital LLC | 0001988408 | Aug 12, 2026 | 112 | $324.8M |
| Step Capital Management Pte. Ltd. | 0002091341 | Aug 12, 2026 | 21 | $324.8M |
| Bishop & Co Investment Management, LLC | 0001603276 | Jul 22, 2026 | 26 | $324.8M |
| Guardian Point Capital, LP | 0001595932 | Aug 14, 2026 | 14 | $324.8M |
| Lazari Capital Management, Inc. | 0001986389 | Jul 23, 2026 | 188 | $324.6M |
| NCM Capital Management, LLC | 0001907054 | Aug 14, 2026 | 194 | $324.5M |
| Pinnacle Holdings, LLC | 0001411784 | Aug 12, 2026 | 237 | $324.4M |
| NWK Group, Inc. | 0001803054 | Aug 10, 2026 | 71 | $324.2M |
| Wealth Management Resources, Inc. | 0001063516 | Jul 22, 2026 | 31 | $324.2M |
| Silver Heights Capital Management Inc | 0001705712 | Aug 12, 2026 | 4 | $324.1M |
| Bluesphere Advisors LLC | 0001844108 | Jul 30, 2026 | 121 | $323.9M |
| Investment Research & Advisory Group, Inc. | 0001802136 | Jul 23, 2026 | 314 | $323.9M |
| Nicollet Investment Management, Inc. | 0001729048 | Aug 5, 2026 | 77 | $323.9M |
| Legacy Bridge, LLC | 0001689144 | Aug 13, 2026 | 322 | $323.8M |
| Wealth Quarterback LLC | 0001803386 | Jul 27, 2026 | 171 | $323.7M |
| HF Advisory Group, LLC | 0001963169 | Jul 9, 2026 | 168 | $323.5M |
| Sims Investment Management, LLC | 0002053807 | Jul 21, 2026 | 184 | $323.4M |
| National Wealth Management Group, LLC | 0001977723 | Jul 14, 2026 | 226 | $323.4M |
| United Community Bank | 0002000314 | Aug 13, 2026 | 534 | $323.4M |
| Walker Financial Services, Inc. | 0001965479 | Jul 15, 2026 | 45 | $323.3M |
| Kenora Financial, LLC | 0001990080 | Jul 21, 2026 | 133 | $323.2M |
| Naman Capital Ltda | 0001946136 | Aug 13, 2026 | 11 | $323.1M |
| Granger Management LLC | 0001842881 | Aug 13, 2026 | 15 | $322.8M |
| Forefront Wealth Partners, LLC | 0002068112 | Aug 20, 2026 | 177 | $322.7M |
| Sharper & Granite LLC | 0001959415 | Jul 16, 2026 | 109 | $322.7M |
| Royal Harbor Partners, LLC | 0001801876 | Jul 27, 2026 | 56 | $322.7M |
| Sophron Capital Management L.P. | 0002027142 | Aug 14, 2026 | 43 | $322.7M |