| SC&H Financial Advisors, Inc. | 0001907898 | Apr 23, 2025 | 151 | $508.3M |
| Sachem Hill LLC | 0001994333 | Apr 16, 2025 | 74 | $509.0M |
| Convergence Financial, LLC | 0002034001 | Apr 25, 2025 | 167 | $509.2M |
| Adams Wealth Management | 0001803084 | May 13, 2025 | 146 | $509.4M |
| Marotta Asset Management | 0001802091 | Apr 2, 2025 | 111 | $509.4M |
| Centerbridge Partners, L.P. | 0001484836 | May 15, 2025 | 6 | $510.4M |
| AdvisorShares Investments LLC | 0001425930 | May 13, 2025 | 270 | $510.7M |
| Ignite Planners, LLC | 0001849348 | May 6, 2025 | 329 | $510.9M |
| Strategic Planning Group, LLC | 0001875525 | Apr 10, 2025 | 79 | $511.0M |
| Rainey & Randall Wealth Advisors Inc. | 0001728355 | May 1, 2025 | 73 | $511.0M |
| Hughes Financial Services, LLC | 0002054465 | May 1, 2025 | 1,071 | $511.2M |
| K.J. Harrison & Partners Inc | 0001418359 | Apr 25, 2025 | 170 | $511.8M |
| Crestview Partners II GP, L.P. | 0001505639 | May 14, 2025 | 3 | $512.6M |
| Think Investments LP | 0001635999 | May 15, 2025 | 21 | $512.7M |
| CacheTech Inc. | 0002013390 | May 13, 2025 | 159 | $513.1M |
| Coerente Capital Management | 0001860790 | Apr 15, 2025 | 38 | $513.3M |
| Hohimer Wealth Management, LLC | 0001802533 | May 2, 2025 | 258 | $513.5M |
| Sentry LLC | 0002004474 | Apr 17, 2025 | 131 | $513.6M |
| Amarillo National Bank | 0001053013 | Apr 22, 2025 | 82 | $514.0M |
| Fortis Capital Management LLC | 0001802167 | May 9, 2025 | 154 | $514.2M |
| Headinvest, LLC | 0001372130 | May 15, 2025 | 235 | $514.3M |
| Manitou Investment Management Ltd. | 0001657428 | Apr 15, 2025 | 66 | $514.4M |
| Roberts Financial Services LLC | 0001767602 | Apr 22, 2025 | 81 | $514.7M |
| Tobias Financial Advisors, Inc. | 0001802080 | May 15, 2025 | 113 | $514.9M |
| Fortis Group Advisors, LLC | 0001815183 | May 2, 2025 | 497 | $515.0M |
| P2 Capital Partners, LLC | 0001406313 | May 15, 2025 | 12 | $515.2M |
| Alta Park Capital, LP | 0001621855 | May 15, 2025 | 21 | $515.3M |
| Blue Fin Capital, Inc. | 0001576102 | Nov 21, 2025 | 138 | $515.5M |
| Gries Financial LLC | 0001049662 | May 5, 2025 | 276 | $515.9M |
| Rit Capital Partners PLC | 0000939334 | May 15, 2025 | 16 | $516.3M |
| Regatta Capital Group, LLC | 0001911488 | Apr 14, 2025 | 187 | $516.4M |
| Stieven Capital Advisors, L.P. | 0001388279 | May 1, 2025 | 45 | $516.4M |
| First Bank & Trust | 0001692632 | Apr 28, 2025 | 233 | $516.4M |
| Asio Capital, LLC | 0001803291 | Apr 17, 2025 | 106 | $517.4M |
| Peterson Wealth Advisors, LLC | 0001713558 | Apr 30, 2025 | 89 | $517.6M |
| Morton Capital Management LLC | 0002002628 | Apr 17, 2025 | 111 | $517.6M |
| FRG Family Wealth Advisors LLC | 0001893327 | May 15, 2025 | 144 | $517.7M |
| Yelin Lapidot Holdings Management Ltd. | 0001590495 | Apr 28, 2025 | 98 | $517.7M |
| Vega Investment Solutions | 0002056914 | May 14, 2025 | 202 | $517.8M |
| Martin & Co. Inc. | 0001008868 | May 15, 2025 | 103 | $518.0M |
| AssuredPartners Investment Advisors, LLC | 0002055492 | Apr 23, 2025 | 326 | $518.1M |
| 111 Capital | 0002060412 | May 15, 2025 | 445 | $518.2M |
| Pasadena Private Wealth, LLC | 0001760578 | May 8, 2025 | 184 | $518.4M |
| Tolleson Wealth Management, Inc. | 0001772937 | Aug 28, 2025 | 86 | $518.6M |
| Strategic Advisors LLC | 0001569119 | Apr 17, 2025 | 187 | $519.0M |
| Intelligence Driven Advisers, LLC | 0001819955 | Apr 25, 2025 | 101 | $519.1M |
| Tufton Capital Management | 0001055963 | May 6, 2025 | 120 | $519.2M |
| IFG Advisors, LLC | 0001783412 | Apr 8, 2025 | 149 | $519.2M |
| ADAR1 Capital Management, LLC | 0001940272 | May 15, 2025 | 196 | $519.7M |
| JBF Capital, Inc. | 0001483864 | May 8, 2025 | 63 | $519.8M |
| Aspen Grove Capital, LLC | 0001806027 | May 14, 2025 | 232 | $520.1M |
| D L Carlson Investment Group Inc. | 0001021117 | May 14, 2025 | 136 | $520.4M |
| Probity Advisors, Inc. | 0001676603 | May 9, 2025 | 227 | $520.8M |
| Victory Financial Group, LLC | 0002011333 | May 12, 2025 | 185 | $521.1M |
| Pier 88 Investment Partners LLC | 0001697366 | May 6, 2025 | 104 | $521.2M |
| TBH Global Asset Management, LLC | 0001787125 | Apr 25, 2025 | 170 | $521.2M |
| Arthur M. Cohen & Associates, LLC | 0001692252 | Apr 10, 2025 | 125 | $521.6M |
| Pettyjohn, Wood & White, Inc. | 0001128213 | May 8, 2025 | 188 | $521.7M |
| Atlas Venture Life Science Advisors, LLC | 0001917529 | May 14, 2025 | 13 | $521.8M |
| LexAurum Advisors, LLC | 0001729677 | Apr 14, 2025 | 346 | $521.9M |
| Liberty Wealth Management LLC | 0001769302 | May 12, 2025 | 158 | $522.7M |
| Alpha Omega Wealth Management LLC | 0001665633 | Apr 15, 2025 | 202 | $523.3M |
| Thrive Wealth Management, LLC | 0001847610 | Apr 10, 2025 | 219 | $523.3M |
| Vanderbilt University | 0001825985 | Apr 21, 2025 | 77 | $523.5M |
| Blue Grotto Capital, LLC | 0001764725 | May 14, 2025 | 26 | $523.7M |
| Grace & White Inc. | 0000903064 | Apr 22, 2025 | 135 | $523.8M |
| Accurate Wealth Management, LLC | 0001877728 | Apr 15, 2025 | 374 | $523.9M |
| Hutchinson Capital Management | 0001078246 | May 12, 2025 | 92 | $524.2M |
| Sava Infond d.o.o. | 0002055882 | Apr 23, 2025 | 215 | $524.2M |
| Front Street Capital Management, Inc. | 0001683182 | May 16, 2025 | 63 | $524.3M |
| Mitchell Capital Management Co. | 0001080351 | May 9, 2025 | 108 | $524.6M |
| Kiltearn Partners LLP | 0001582633 | May 14, 2025 | 29 | $524.7M |
| Palo Alto Investors LP | 0001306923 | May 15, 2025 | 44 | $525.1M |
| Peak Asset Management, LLC | 0001632512 | May 7, 2025 | 146 | $525.4M |
| Kesler, Norman & Wride, LLC | 0001840455 | May 1, 2025 | 209 | $525.5M |
| Orion Resource Partners LP | 0002032200 | May 15, 2025 | 18 | $525.6M |
| B & T Capital Management DBA Alpha Capital Management | 0001450935 | May 1, 2025 | 115 | $526.1M |
| Ramsay, Stattman, Vela & Price, Inc. | 0001541399 | Apr 30, 2025 | 79 | $526.1M |
| West Financial Advisors, LLC | 0001843684 | Apr 9, 2025 | 203 | $526.2M |
| Towercrest Capital Management | 0001633288 | May 8, 2025 | 88 | $526.3M |
| KPP Advisory Services LLC | 0001989349 | Apr 23, 2025 | 291 | $526.3M |
| American Money Management, LLC | 0001600085 | May 13, 2025 | 135 | $527.2M |
| Allied Investment Advisors, LLC | 0001729869 | Apr 8, 2025 | 86 | $527.4M |
| Engine Capital Management, LP | 0001665590 | May 15, 2025 | 33 | $527.6M |
| Blue Bell Private Wealth Management, LLC | 0001352860 | May 5, 2025 | 724 | $528.0M |
| Hexagon Capital Partners LLC | 0001831542 | Apr 29, 2025 | 1,844 | $528.2M |
| Dividend Assets Capital, LLC | 0001365167 | Apr 15, 2025 | 142 | $528.3M |
| AF Advisors, Inc. | 0001818044 | Apr 29, 2025 | 22 | $528.5M |
| Compass Financial Group, INC | 0001964835 | May 13, 2025 | 93 | $528.6M |
| Unique Wealth, LLC | 0001957124 | Apr 11, 2025 | 152 | $529.2M |
| Security National Bank | 0001719739 | Apr 23, 2025 | 316 | $529.4M |
| Pilgrim Global Advisors LLC | 0001963918 | May 15, 2025 | 4 | $529.5M |
| Chandler Asset Management, Inc. | 0001665018 | May 7, 2025 | 22 | $530.4M |
| Numerai GP LLC | 0001668527 | May 15, 2025 | 490 | $530.4M |
| Liquid Strategies, LLC | 0001774727 | Apr 21, 2025 | 14 | $530.8M |
| Huber Capital Management LLC | 0001511697 | May 14, 2025 | 106 | $530.9M |
| S-Bank Fund Management Ltd | 0002036461 | May 13, 2025 | 192 | $531.0M |
| Global Assets Advisory, LLC | 0001942932 | Apr 23, 2025 | 261 | $531.1M |
| MA Private Wealth | 0001767474 | May 1, 2025 | 75 | $531.6M |
| Kemnay Advisory Services Inc. | 0001555283 | May 15, 2025 | 24 | $531.6M |