| Tyler-Stone Wealth Management | 0001912584 | Aug 18, 2025 | 330 | $621.0M |
| J.P. Marvel Investment Advisors, LLC | 0001426755 | Aug 14, 2025 | 64 | $621.0M |
| WealthPLAN Partners, LLC | 0001639943 | Jul 28, 2025 | 254 | $621.4M |
| Hudock, Inc. | 0001543536 | Aug 8, 2025 | 183 | $622.0M |
| KFG Wealth Management, LLC | 0001919344 | Jul 14, 2025 | 200 | $622.1M |
| Primavera Capital Management Ltd | 0001686305 | Aug 11, 2025 | 3 | $622.2M |
| Mraz, Amerine & Associates, Inc. | 0001542324 | Jul 23, 2025 | 191 | $623.5M |
| Rbo & Co. LLC | 0001162827 | Aug 12, 2025 | 54 | $623.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0001851395 | Jul 17, 2025 | 144 | $624.5M |
| Arcadia Investment Management Corp. | 0001016972 | Aug 8, 2025 | 254 | $625.3M |
| Affinity Wealth Management LLC | 0000810672 | Jul 15, 2025 | 99 | $626.0M |
| JBF Capital, Inc. | 0001483864 | Aug 8, 2025 | 63 | $626.6M |
| Radnor Capital Management, LLC | 0001696867 | Jul 9, 2025 | 319 | $626.8M |
| Ellevest, Inc. | 0001644128 | Aug 5, 2025 | 393 | $626.9M |
| Rollins Financial Advisors, LLC | 0001884018 | Aug 7, 2025 | 140 | $627.2M |
| KADENSA CAPITAL Ltd | 0001720980 | Aug 14, 2025 | 46 | $628.1M |
| Matrix Trust Co | 0001784277 | Jul 14, 2025 | 255 | $628.2M |
| CFM Wealth Partners LLC | 0001801097 | Jul 23, 2025 | 141 | $628.3M |
| Almanack Investment Partners, LLC. | 0001680613 | Jul 25, 2025 | 206 | $628.4M |
| Ophir Asset Management Pty Ltd | 0001844640 | Aug 14, 2025 | 27 | $628.7M |
| Kemnay Advisory Services Inc. | 0001555283 | Aug 14, 2025 | 23 | $628.8M |
| Credit Industriel Et Commercial | 0001274419 | Aug 7, 2025 | 233 | $629.3M |
| Victory Financial Group, LLC | 0002011333 | Aug 13, 2025 | 230 | $630.1M |
| SJS Investment Consulting Inc. | 0001894302 | Jul 15, 2025 | 1,548 | $630.4M |
| Texas Treasury Safekeeping Trust Co. | 0001176347 | Aug 13, 2025 | 4 | $630.8M |
| Adams Natural Resources Fund, Inc. | 0000216851 | Jul 30, 2025 | 54 | $631.2M |
| Capital Advantage, Inc. | 0001628896 | Jul 11, 2025 | 139 | $631.4M |
| Rubicon Global Capital Ltd | 0002055276 | Jul 17, 2025 | 10 | $631.8M |
| Klaas Financial Asset Advisors, LLC | 0001819279 | Jul 10, 2025 | 47 | $631.9M |
| Iron Triangle Partners LP | 0001779763 | Aug 14, 2025 | 26 | $631.9M |
| Eagle Rock Investment Company, LLC | 0001911407 | Jul 23, 2025 | 158 | $631.9M |
| King Street Capital Management, L.P. | 0001218199 | Aug 14, 2025 | 10 | $632.2M |
| Meridian Wealth Advisors, LLC | 0001768095 | Aug 12, 2025 | 180 | $632.5M |
| Lineweaver Wealth Advisors, LLC | 0001797873 | Jul 9, 2025 | 156 | $632.9M |
| Bayesian Capital Management, LP | 0001632551 | Aug 14, 2025 | 509 | $633.0M |
| Cannon Financial Strategists, Inc. | 0002031123 | Aug 6, 2025 | 100 | $633.1M |
| LexAurum Advisors, LLC | 0001729677 | Jul 17, 2025 | 361 | $633.4M |
| Titan Global Capital Management USA LLC | 0001845930 | Aug 6, 2025 | 59 | $634.1M |
| Algebris (uk) Ltd. | 0001700286 | Aug 13, 2025 | 42 | $634.3M |
| Canal Capital Management, LLC | 0001666733 | Sep 19, 2025 | 188 | $634.3M |
| Human Investing LLC | 0001767513 | Aug 4, 2025 | 96 | $634.9M |
| Crews Bank & Trust | 0002052279 | Jul 21, 2025 | 618 | $635.2M |
| Fourpath Capital Management, LLC | 0001894484 | Jul 24, 2025 | 234 | $635.4M |
| University of Texas/Texas Am Investment Management Co. | 0001019231 | Jul 31, 2025 | 159 | $635.9M |
| Capital Advisors Wealth Management, LLC | 0001824700 | Aug 13, 2025 | 191 | $636.4M |
| Physician Wealth Advisors, Inc. | 0001795173 | Jul 14, 2025 | 1,800 | $636.8M |
| Dudley & Shanley, Inc. | 0000883511 | Jul 9, 2025 | 36 | $636.8M |
| O'Brien Wealth Partners LLC | 0001689874 | Jul 9, 2025 | 87 | $637.1M |
| Nordwand Advisors, LLC | 0001962713 | Aug 11, 2025 | 174 | $637.5M |
| Oarsman Capital, Inc. | 0001569667 | Aug 1, 2025 | 249 | $637.7M |
| Liberty Wealth Management LLC | 0001769302 | Aug 1, 2025 | 233 | $637.9M |
| United Capital Management of KS, Inc. | 0001753219 | Aug 1, 2025 | 108 | $638.0M |
| Dimension Capital Management LLC | 0001041773 | Aug 14, 2025 | 109 | $638.0M |
| Polymer Capital Management (HK) LTD | 0001970465 | Aug 14, 2025 | 148 | $638.4M |
| HoldCo Asset Management, LP | 0001724246 | Aug 14, 2025 | 24 | $638.6M |
| CFO4Life Group, LLC | 0001706351 | Aug 8, 2025 | 228 | $639.5M |
| Sava Infond d.o.o. | 0002055882 | Jul 22, 2025 | 216 | $639.9M |
| Legacy Financial Advisors, Inc. | 0001730810 | Aug 7, 2025 | 339 | $640.1M |
| Renaissancere Holdings Ltd. | 0000913144 | Aug 11, 2025 | 5 | $640.2M |
| Fortis Capital Management LLC | 0001802167 | Aug 12, 2025 | 171 | $642.0M |
| New England Asset Management Inc. | 0001004244 | Aug 14, 2025 | 122 | $642.7M |
| CVC Management Holdings II Ltd. | 0002023131 | Aug 12, 2025 | 3 | $643.3M |
| Arkansas Financial Group, Inc. | 0000764611 | Jan 28, 2026 | 80 | $643.9M |
| Black Diamond Financial, LLC | 0001759236 | Jul 30, 2025 | 144 | $643.9M |
| Faithward Advisors, LLC | 0001695078 | Aug 14, 2025 | 265 | $644.4M |
| Sycomore Asset Management | 0001728681 | Aug 1, 2025 | 64 | $644.4M |
| Capital Investment Counsel, LLC | 0002033609 | Aug 1, 2025 | 127 | $644.6M |
| Atmos Capital Gestao DE Recursos Ltda. | 0001832439 | Aug 14, 2025 | 10 | $645.3M |
| Fagan Associates, Inc. | 0001607866 | Aug 7, 2025 | 129 | $646.5M |
| Foundation Resource Management Inc. | 0001179232 | Jul 14, 2025 | 50 | $646.7M |
| Silverback Asset Management LLC | 0001278960 | Aug 13, 2025 | 61 | $647.2M |
| Ironwood Investment Counsel, LLC | 0001330463 | Aug 8, 2025 | 256 | $647.2M |
| Northstar Group, Inc. | 0001631408 | Jul 18, 2025 | 161 | $647.5M |
| Strategic Point Investment Advisors, LLC | 0001295044 | Jul 25, 2025 | 34 | $648.4M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0001599719 | Aug 11, 2025 | 31 | $649.3M |
| Shannon River Fund Management LLC | 0001301050 | Aug 13, 2025 | 22 | $649.3M |
| Estabrook Capital Management | 0001344717 | Aug 13, 2025 | 330 | $649.6M |
| Glen Eagle Advisors, LLC | 0002029317 | Aug 14, 2025 | 1,057 | $650.1M |
| RMG Wealth Management LLC | 0001844731 | Jul 23, 2025 | 329 | $650.3M |
| Magnolia Group, LLC | 0001618376 | Jul 29, 2025 | 10 | $650.5M |
| Advisory Research Inc. | 0000902584 | Aug 13, 2025 | 142 | $650.9M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0000932724 | Aug 13, 2025 | 265 | $651.1M |
| Culbertson A N & Co. Inc. | 0001224890 | Aug 11, 2025 | 127 | $651.3M |
| Financial Advisory Corp | 0001813369 | Jul 11, 2025 | 55 | $651.9M |
| Parker Investment Management, LLC | 0001672070 | Aug 8, 2025 | 37 | $652.6M |
| Broad Run Investment Management, LLC | 0001568621 | Aug 14, 2025 | 24 | $652.8M |
| Glassman Wealth Services | 0001642160 | Aug 8, 2025 | 182 | $652.9M |
| Accurate Wealth Management, LLC | 0001877728 | Jul 15, 2025 | 442 | $653.7M |
| Goehring & Rozencwajg Associates, LLC | 0001863154 | Aug 12, 2025 | 41 | $654.0M |
| CRA Financial Services, LLC | 0001765594 | Jul 14, 2025 | 278 | $654.1M |
| Artemis Wealth Advisors, LLC | 0001767435 | Aug 5, 2025 | 33 | $654.3M |
| Brandywine Trust Co. | 0001123803 | Aug 14, 2025 | 35 | $654.6M |
| Abacus Wealth Partners, LLC | 0001978011 | Jul 14, 2025 | 112 | $655.0M |
| Pier Capital, LLC | 0001310051 | Aug 5, 2025 | 121 | $655.5M |
| Chatham Capital Group, Inc. | 0001108969 | Jul 17, 2025 | 197 | $655.6M |
| Proffitt & Goodson Inc. | 0001123812 | Jul 23, 2025 | 262 | $656.1M |
| Eagle Strategies LLC | 0001907666 | Jul 23, 2025 | 226 | $656.2M |
| Wahed Invest LLC | 0001763146 | Aug 14, 2025 | 229 | $656.2M |
| Buck Wealth Strategies, LLC | 0001973259 | Aug 4, 2025 | 154 | $656.4M |
| B&D White Capital Company, LLC | 0001752523 | Aug 13, 2025 | 77 | $656.7M |