| Fourth Dimension Wealth, LLC | 0002056691 | May 11, 2026 | 596 | $263.7M |
| Zullo Investment Group, Inc. | 0001909760 | Apr 15, 2026 | 158 | $263.5M |
| Ashoka WhiteOak Capital Pte Ltd | 0002031708 | Apr 20, 2026 | 18 | $263.5M |
| Cherokee Insurance Co | 0002077903 | Apr 28, 2026 | 121 | $263.5M |
| Signature Wealth Management Group | 0001736666 | Apr 1, 2026 | 128 | $263.4M |
| Meridian Financial Partners LLC | 0001763722 | Apr 15, 2026 | 121 | $263.1M |
| Laurore Ltd | 0002082507 | May 14, 2026 | 1 | $263.0M |
| Acasta Partners UK LLP | 0002090007 | May 14, 2026 | 19 | $262.9M |
| DoubleLine ETF Adviser LP | 0001959989 | May 15, 2026 | 176 | $262.8M |
| Trellis Wealth Advisors LLC | 0001989031 | Apr 15, 2026 | 47 | $262.8M |
| Legacy Capital Group California, Inc. | 0001977092 | May 4, 2026 | 277 | $262.8M |
| Kerrisdale Advisers, LLC | 0001569688 | May 15, 2026 | 112 | $262.7M |
| 1492 Capital Management LLC | 0001584087 | Apr 22, 2026 | 130 | $262.6M |
| Peachtree Investment Partners, LLC | 0001743863 | May 8, 2026 | 129 | $262.4M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0002033881 | May 5, 2026 | 28 | $262.3M |
| Legacy Bridge, LLC | 0001689144 | May 14, 2026 | 320 | $262.2M |
| Ananym Capital Management, LP | 0002037077 | May 15, 2026 | 10 | $262.1M |
| Northstar Advisory Group, LLC | 0001816000 | Apr 8, 2026 | 112 | $262.1M |
| Hatch Cove Capital, LLC | 0002049307 | Apr 15, 2026 | 19 | $262.1M |
| Three Seasons Wealth, LLC | 0002044495 | May 5, 2026 | 187 | $262.0M |
| Strait & Sound Wealth Management LLC | 0001966210 | May 18, 2026 | 157 | $262.0M |
| Traveka Wealth, LLC | 0002009176 | Apr 22, 2026 | 186 | $262.0M |
| Maltin Wealth Management, Inc. | 0001764260 | Apr 21, 2026 | 136 | $261.6M |
| Mercuria Capital Strategies, LLC | 0002048079 | May 6, 2026 | 31 | $261.6M |
| Global Trust Asset Management, LLC | 0001729672 | Apr 23, 2026 | 458 | $261.5M |
| Xcelsior Advisor Partners LLC | 0002110679 | May 15, 2026 | 225 | $261.4M |
| DC Investments Management, LLC | 0001565951 | May 14, 2026 | 76 | $261.2M |
| Luken Investment Analytics, LLC | 0001730546 | May 12, 2026 | 160 | $261.2M |
| Adaptive Financial Consulting, LLC | 0001804717 | May 5, 2026 | 18 | $261.1M |
| Gallacher Capital Management LLC | 0001960749 | May 6, 2026 | 299 | $260.7M |
| Penney Financial, LLC | 0002049857 | Apr 22, 2026 | 48 | $260.6M |
| Southern Michigan Bank & Trust | 0001173227 | Apr 27, 2026 | 424 | $260.6M |
| NWK Group, Inc. | 0001803054 | May 7, 2026 | 66 | $260.6M |
| Game Creek Capital, LP | 0001731132 | May 14, 2026 | 78 | $260.6M |
| Intrepid Capital Management Inc. | 0001092838 | May 15, 2026 | 106 | $260.5M |
| Thomas Story & Son LLC | 0001505207 | May 6, 2026 | 51 | $260.5M |
| Owen LaRue, LLC | 0001965328 | Apr 30, 2026 | 128 | $260.5M |
| Lunt Capital Management, Inc. | 0001608034 | May 13, 2026 | 97 | $260.5M |
| WJ Interests, LLC | 0001727642 | Apr 21, 2026 | 20 | $260.4M |
| Adams Street Partners LLC | 0001193586 | May 15, 2026 | 3 | $260.3M |
| MBA Advisors LLC | 0001848704 | Apr 20, 2026 | 146 | $260.3M |
| Letson Investment Management, Inc. | 0002078069 | Apr 24, 2026 | 101 | $260.3M |
| Crux Wealth Advisors | 0002054270 | Apr 24, 2026 | 179 | $260.2M |
| Silver Heights Capital Management Inc | 0001705712 | May 13, 2026 | 4 | $260.2M |
| Bull Oak Capital, LLC | 0001824263 | May 11, 2026 | 38 | $260.2M |
| HFM Investment Advisors, LLC | 0002067972 | May 1, 2026 | 1,210 | $260.0M |
| Robertson Opportunity Capital, LLC | 0001352122 | May 12, 2026 | 30 | $259.9M |
| Miller Wealth Advisors, LLC | 0001908158 | May 1, 2026 | 117 | $259.7M |
| Kaleidoscope Capital LP | 0001702912 | May 11, 2026 | 15 | $259.7M |
| Sawyer & Company, Inc | 0001722436 | Apr 23, 2026 | 197 | $259.7M |
| Barbara Oil Co. | 0001599670 | May 13, 2026 | 69 | $259.5M |
| JDM Financial Group LLC | 0001960212 | May 21, 2026 | 318 | $259.4M |
| One Fin Capital Management LP | 0001753875 | May 15, 2026 | 19 | $259.3M |
| Financial Council, LLC | 0001883629 | Apr 21, 2026 | 101 | $259.2M |
| Toews Corp. | 0000932000 | May 4, 2026 | 6 | $259.2M |
| Potentia Wealth | 0002052308 | May 11, 2026 | 89 | $259.0M |
| Bluestem Financial Advisors, LLC | 0001820680 | Apr 29, 2026 | 33 | $258.9M |
| Quartz Partners, LLC | 0001659978 | May 5, 2026 | 168 | $258.8M |
| Colrain Capital LLC | 0001216093 | May 12, 2026 | 26 | $258.7M |
| Codex Capital Asset Management L.L.C. | 0002030542 | Apr 16, 2026 | 31 | $258.6M |
| HMS Capital Management, LLC | 0001689470 | Apr 22, 2026 | 113 | $258.5M |
| Ping Capital Management, Inc. | 0001804352 | Apr 27, 2026 | 66 | $258.5M |
| Beacon Financial Planning, Inc. | 0001966066 | Apr 22, 2026 | 76 | $258.2M |
| Glass Wealth Management Co LLC | 0002017692 | May 1, 2026 | 67 | $258.1M |
| Mendon Capital Advisors Corp. | 0001177043 | May 15, 2026 | 53 | $258.0M |
| OMC Financial Services LTD | 0002026391 | Apr 30, 2026 | 64 | $257.9M |
| Stash Investments, LLC | 0002008308 | Apr 2, 2026 | 5 | $257.9M |
| TrustBank | 0002107256 | May 4, 2026 | 154 | $257.8M |
| AAFMAA Wealth Management & Trust LLC | 0001846160 | Apr 8, 2026 | 96 | $257.8M |
| First Affirmative Financial Network | 0001656282 | May 11, 2026 | 325 | $257.7M |
| Carroll Advisory Group, LLC | 0002108684 | Apr 23, 2026 | 67 | $257.6M |
| Persistent Asset Partners Ltd | 0002056052 | May 12, 2026 | 239 | $257.5M |
| AMS Capital Ltda | 0001717977 | Jun 17, 2026 | 15 | $257.5M |
| Towle & Co. | 0001224014 | May 14, 2026 | 54 | $257.5M |
| Cruiser Capital Advisors, LLC | 0001713506 | May 15, 2026 | 52 | $257.3M |
| Hillman Co. | 0001036288 | Apr 23, 2026 | 14 | $257.2M |
| Gate City Capital Management, LLC | 0001705447 | May 15, 2026 | 16 | $256.9M |
| Monolith Management Ltd | 0002008306 | May 14, 2026 | 31 | $256.7M |
| Eagle Bluffs Wealth Management LLC | 0001906547 | Apr 24, 2026 | 80 | $256.7M |
| Burns Matteson Capital Management, LLC | 0001894164 | May 15, 2026 | 177 | $256.7M |
| Houlihan Financial Resource Group, Ltd. | 0001802879 | Apr 29, 2026 | 109 | $256.6M |
| Palisades Hudson Asset Management, L.P. | 0001388443 | May 8, 2026 | 108 | $256.6M |
| AXA S.A. | 0000898427 | May 15, 2026 | 74 | $256.4M |
| Corigliano Investment Advisers, LLC | 0002031771 | May 15, 2026 | 37 | $255.9M |
| Krensavage Asset Management, LLC | 0001609251 | May 15, 2026 | 20 | $255.7M |
| Trueblood Wealth Management, LLC | 0002005380 | Apr 21, 2026 | 256 | $255.7M |
| Peirce Capital Management, LLC | 0002008166 | Apr 20, 2026 | 43 | $255.7M |
| Highlander Partners, L.P. | 0001903866 | Apr 14, 2026 | 45 | $255.5M |
| Cumberland Advisors Inc. | 0001255435 | Apr 27, 2026 | 48 | $255.5M |
| Western Financial Corp | 0001954480 | Apr 23, 2026 | 127 | $255.5M |
| Agate Pass Investment Management, LLC | 0001900409 | Apr 7, 2026 | 105 | $255.5M |
| Kennedy Investment Group, Inc. | 0001978005 | Apr 22, 2026 | 135 | $255.3M |
| 2Xideas AG | 0001843587 | May 11, 2026 | 47 | $255.3M |
| Caldwell Investment Management Ltd. | 0001904373 | May 14, 2026 | 57 | $255.2M |
| Element Capital Management LLC | 0001535630 | May 12, 2026 | 34 | $255.1M |
| Juno Financial Group LLC | 0002106874 | May 6, 2026 | 70 | $255.1M |
| Palisades Investment Partners, LLC | 0001427373 | Apr 30, 2026 | 51 | $255.1M |
| Wrenne Financial Planning LLC | 0002023054 | May 15, 2026 | 49 | $255.0M |
| Long Road Investment Counsel, LLC | 0001620081 | May 8, 2026 | 78 | $255.0M |
| Garner Asset Management Corp | 0001714093 | Apr 29, 2026 | 156 | $255.0M |