| Partners in Financial Planning | 0002054264 | Feb 12, 2025 | 107 | $490.2M |
| RPTC Inc. | 0001714450 | Feb 14, 2025 | 6 | $490.9M |
| Trust Co of the South | 0002008165 | Jan 2, 2025 | 120 | $491.1M |
| Security Financial Services, INC. | 0001913590 | Feb 13, 2025 | 167 | $491.1M |
| First Fiduciary Investment Counsel, Inc. | 0001072843 | Jan 29, 2025 | 66 | $491.7M |
| Walkner Condon Financial Advisors LLC | 0001817494 | Jan 30, 2025 | 282 | $492.2M |
| Armbruster Capital Management, Inc. | 0001664847 | Jan 22, 2025 | 132 | $492.2M |
| Brickley Wealth Management | 0001712533 | Jan 28, 2025 | 45 | $492.5M |
| Providence Capital Advisors, LLC | 0001730814 | Feb 12, 2025 | 119 | $493.1M |
| Land & Buildings Investment Management, LLC | 0001536520 | Feb 14, 2025 | 20 | $493.6M |
| Spirit of America Management Corp. | 0001041283 | Jan 27, 2025 | 310 | $493.7M |
| KPS Global Asset Management UK Ltd | 0001799162 | Feb 13, 2025 | 4 | $493.9M |
| Edge Wealth Management LLC | 0001567163 | Jan 15, 2025 | 80 | $494.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0000319933 | Jan 14, 2025 | 1,345 | $494.7M |
| Keenan Capital, LLC | 0001647363 | Feb 14, 2025 | 10 | $495.0M |
| Beverly Hills Private Wealth, LLC | 0001965710 | Feb 14, 2025 | 333 | $495.1M |
| Jackson Hole Capital Partners, LLC | 0001767049 | Feb 7, 2025 | 274 | $495.1M |
| Impact Partnership Wealth, LLC | 0001984555 | Jan 21, 2025 | 289 | $495.5M |
| Ramirez Asset Management, Inc. | 0001992110 | Feb 12, 2025 | 384 | $495.6M |
| Retirement Income Solutions, Inc. | 0001730386 | Jan 31, 2025 | 149 | $495.6M |
| Shah Capital Management | 0001383838 | Jan 22, 2025 | 16 | $495.9M |
| Allied Investment Advisors, LLC | 0001729869 | Jan 31, 2025 | 79 | $496.2M |
| Resolute Advisors LLC | 0001800217 | Feb 12, 2025 | 80 | $496.3M |
| Gagnon Securities LLC | 0001125725 | Jan 24, 2025 | 91 | $496.3M |
| Neo Ivy Capital Management | 0001727783 | Feb 18, 2025 | 258 | $496.4M |
| Virtue Capital Management, LLC | 0001729985 | Feb 26, 2025 | 254 | $496.7M |
| Philadelphia Financial Management of San Francisco, LLC | 0001351407 | Feb 14, 2025 | 35 | $497.3M |
| Tobias Financial Advisors, Inc. | 0001802080 | Feb 13, 2025 | 110 | $497.4M |
| Sierra Summit Advisors LLC | 0002012614 | Feb 13, 2025 | 148 | $497.9M |
| Cypress Wealth Services, LLC | 0001721527 | Jan 15, 2025 | 280 | $498.0M |
| Oak Grove Capital LLC | 0001661762 | Feb 6, 2025 | 63 | $498.1M |
| SoftVest Advisors, LLC | 0001803391 | Feb 13, 2025 | 3 | $499.5M |
| Angelo Gordon & Co., L.P. | 0000860662 | Feb 14, 2025 | 38 | $500.7M |
| Private Capital Management LLC | 0001778185 | Feb 5, 2025 | 213 | $500.9M |
| Greenland Capital Management LP | 0001896430 | Feb 13, 2025 | 256 | $501.0M |
| RWC Asset Advisors (us) LLC | 0001638081 | Feb 4, 2025 | 15 | $501.3M |
| Paragon Capital Management Ltd | 0001569765 | Jan 14, 2025 | 187 | $501.3M |
| DORCHESTER WEALTH MANAGEMENT Co | 0001649888 | Feb 4, 2025 | 146 | $501.3M |
| Convergence Financial, LLC | 0002034001 | Feb 5, 2025 | 159 | $501.4M |
| Winslow Asset Management Inc. | 0001286534 | Feb 6, 2025 | 79 | $501.8M |
| Huber Capital Management LLC | 0001511697 | Feb 12, 2025 | 105 | $501.9M |
| Correct Capital Wealth Management | 0001844835 | Apr 30, 2025 | 111 | $502.1M |
| Breakwater Capital Group | 0001964309 | Jan 14, 2025 | 284 | $502.3M |
| Rempart Asset Management Inc. | 0001844571 | Jan 8, 2025 | 35 | $502.6M |
| Arlington Financial Advisors, LLC | 0001716539 | Jan 28, 2025 | 92 | $502.9M |
| Austin Asset Management Co Inc | 0001902024 | Jan 28, 2025 | 71 | $503.0M |
| IFG Advisors, LLC | 0001783412 | Feb 5, 2025 | 144 | $503.1M |
| Mariner Investment Group LLC | 0001096978 | Jan 22, 2025 | 36 | $503.4M |
| Greenup Street Wealth Management LLC | 0001909904 | Jan 22, 2025 | 95 | $503.5M |
| Paradice Investment Management LLC | 0001620275 | Jan 31, 2025 | 25 | $504.1M |
| Rainey & Randall Wealth Advisors Inc. | 0001728355 | Feb 4, 2025 | 53 | $504.4M |
| Schnieders Capital Management LLC | 0001603937 | Feb 5, 2025 | 206 | $504.5M |
| Community Financial Services Group, LLC | 0001537319 | Jan 29, 2025 | 119 | $504.6M |
| LexAurum Advisors, LLC | 0001729677 | Jan 21, 2025 | 334 | $504.7M |
| Annandale Capital, LLC | 0001811739 | Feb 13, 2025 | 119 | $505.0M |
| Independent Investors Inc. | 0001121908 | Jan 27, 2025 | 66 | $505.2M |
| Bremer Bank National Association | 0001775321 | Jan 16, 2025 | 165 | $505.5M |
| Deltec Asset Management LLC | 0001269950 | Jan 27, 2025 | 161 | $505.5M |
| United Advisor Group, LLC | 0002004873 | Feb 24, 2025 | 363 | $505.6M |
| Manitou Investment Management Ltd. | 0001657428 | Jan 21, 2025 | 55 | $506.2M |
| Torno Capital, LLC | 0001974312 | May 14, 2025 | 41 | $506.3M |
| Trifecta Capital Advisors, LLC | 0001962615 | Feb 4, 2025 | 405 | $506.4M |
| Speece Thorson Capital Group Inc. | 0000900169 | Feb 13, 2025 | 41 | $506.9M |
| Orion Resource Partners LP | 0002032200 | Feb 14, 2025 | 19 | $507.0M |
| LJI Wealth Management, LLC | 0001988563 | Jan 28, 2025 | 180 | $507.7M |
| Ellis Investment Partners, LLC | 0001765590 | Jan 30, 2025 | 235 | $507.9M |
| Wedgewood Partners Inc. | 0000859804 | Feb 14, 2025 | 19 | $507.9M |
| Noked Israel Ltd | 0001767750 | Feb 14, 2025 | 16 | $508.1M |
| Pier 88 Investment Partners LLC | 0001697366 | Feb 12, 2025 | 96 | $508.1M |
| Personal Cfo Solutions, LLC | 0001677501 | Feb 7, 2025 | 457 | $508.2M |
| TLWM | 0001732537 | Jan 14, 2025 | 73 | $508.3M |
| Quarry LP | 0001965207 | Feb 14, 2025 | 1,570 | $508.3M |
| Calydon Capital | 0001759271 | Feb 18, 2025 | 238 | $508.5M |
| Carolinas Wealth Consulting LLC | 0001803425 | Feb 27, 2025 | 1,056 | $508.8M |
| Broderick Brian C | 0001314376 | Feb 13, 2025 | 82 | $509.9M |
| McRae Capital Management Inc. | 0000320376 | Jan 30, 2025 | 91 | $510.1M |
| Vanderbilt University | 0001825985 | Jan 27, 2025 | 76 | $510.2M |
| Commonwealth Financial Services, LLC | 0001536755 | Jan 27, 2025 | 192 | $510.2M |
| Patton Fund Management, Inc. | 0001689232 | Jan 23, 2025 | 76 | $510.4M |
| Solel Partners LP | 0001790604 | Feb 14, 2025 | 22 | $510.7M |
| Baker Chad R | 0001666470 | Jan 15, 2025 | 50 | $510.8M |
| Gallagher Fiduciary Advisors, LLC | 0001527781 | Feb 14, 2025 | 298 | $510.9M |
| Summit Financial Wealth Advisors, LLC | 0001632283 | Feb 13, 2025 | 150 | $511.3M |
| CoreCommodity Management, LLC | 0001301743 | Feb 14, 2025 | 127 | $512.0M |
| Fourthstone LLC | 0001767803 | Feb 13, 2025 | 68 | $512.1M |
| Martel Wealth Advisors LLC | 0002039437 | Jan 16, 2025 | 70 | $512.1M |
| Nicolet Bankshares Inc. | 0001174850 | Feb 13, 2025 | 193 | $512.1M |
| American Money Management, LLC | 0001600085 | Feb 12, 2025 | 139 | $512.6M |
| AssuredPartners Investment Advisors, LLC | 0002055492 | Feb 12, 2025 | 320 | $513.2M |
| Act Two Investors LLC | 0001766907 | Feb 13, 2025 | 46 | $513.5M |
| Delta Investment Management, LLC | 0001757043 | Feb 18, 2025 | 254 | $513.5M |
| Greenfield FTC, Inc. | 0001842727 | Jan 27, 2025 | 3 | $513.6M |
| Sentry LLC | 0002004474 | Jan 23, 2025 | 122 | $513.6M |
| Stanley Capital Management, LLC | 0001518934 | Feb 14, 2025 | 37 | $513.8M |
| EFG Asset Management (Americas) Corp. | 0001598340 | Feb 7, 2025 | 121 | $514.2M |
| Boston Standard Wealth Management, LLC | 0001630939 | Jan 27, 2025 | 47 | $514.6M |
| River Global Investors LLP | 0001486180 | Feb 7, 2025 | 138 | $515.0M |
| Triasima Portfolio Management inc. | 0001938757 | Jan 28, 2025 | 144 | $515.3M |
| Dividend Assets Capital, LLC | 0001365167 | Feb 3, 2025 | 136 | $515.4M |
| Strategy Asset Managers LLC | 0001166716 | Feb 12, 2025 | 244 | $515.6M |