| Permanens Capital L.P. | 0001599637 | Nov 14, 2025 | 62 | $670.5M |
| James J. Burns & Company, LLC | 0001949059 | Oct 20, 2025 | 159 | $670.8M |
| Impact Partnership Wealth, LLC | 0001984555 | Nov 3, 2025 | 307 | $672.5M |
| Faithward Advisors, LLC | 0001695078 | Nov 19, 2025 | 304 | $672.5M |
| ShawSpring Partners LLC | 0001766908 | Nov 13, 2025 | 11 | $672.6M |
| KPP Advisory Services LLC | 0001989349 | Nov 3, 2025 | 328 | $673.6M |
| Kelman-Lazarov, Inc. | 0001672067 | Nov 12, 2025 | 132 | $674.5M |
| Clayton, Dubilier & Rice, LLC | 0001538642 | Nov 3, 2025 | 2 | $676.7M |
| Human Investing LLC | 0001767513 | Nov 3, 2025 | 91 | $676.8M |
| Breakwater Capital Group | 0001964309 | Nov 6, 2025 | 352 | $677.2M |
| Advisors Preferred, LLC | 0001598841 | Nov 10, 2025 | 233 | $677.4M |
| Ellenbecker Investment Group | 0001731497 | Oct 14, 2025 | 128 | $677.8M |
| Two Sigma Securities, LLC | 0001450144 | Nov 14, 2025 | 1,327 | $678.0M |
| Financial Advisory Corp | 0001813369 | Oct 8, 2025 | 52 | $679.2M |
| Capital Investment Counsel, LLC | 0002033609 | Nov 6, 2025 | 134 | $679.2M |
| Titan Global Capital Management USA LLC | 0001845930 | Oct 21, 2025 | 59 | $679.3M |
| Arkansas Financial Group, Inc. | 0000764611 | Jan 28, 2026 | 93 | $679.4M |
| Arlington Financial Advisors, LLC | 0001716539 | Oct 10, 2025 | 110 | $679.8M |
| Polunin Capital Partners Ltd | 0001629869 | Oct 7, 2025 | 24 | $680.0M |
| Horizon Wealth Management, LLC | 0001815123 | Nov 6, 2025 | 126 | $681.1M |
| Tarbox Family Office, Inc. | 0001599603 | Oct 24, 2025 | 114 | $681.2M |
| Greenland Capital Management LP | 0001896430 | Nov 10, 2025 | 227 | $681.3M |
| Unique Wealth, LLC | 0001957124 | Oct 21, 2025 | 179 | $681.8M |
| MIG Capital, LLC | 0001425649 | Nov 13, 2025 | 43 | $682.0M |
| Lineweaver Wealth Advisors, LLC | 0001797873 | Oct 10, 2025 | 166 | $682.5M |
| Baron Silver Stevens Financial Advisors, LLC | 0001851395 | Oct 28, 2025 | 146 | $683.2M |
| Affinity Wealth Management LLC | 0000810672 | Nov 6, 2025 | 108 | $683.2M |
| Crews Bank & Trust | 0002052279 | Oct 22, 2025 | 636 | $683.3M |
| Banco BTG Pactual S.A. | 0001536080 | Nov 13, 2025 | 152 | $684.1M |
| Claro Advisors Inc. | 0001764386 | Nov 12, 2025 | 396 | $685.3M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0001599719 | Nov 10, 2025 | 29 | $685.6M |
| Ironwood Investment Counsel, LLC | 0001330463 | Nov 5, 2025 | 262 | $685.9M |
| Estabrook Capital Management | 0001344717 | Nov 10, 2025 | 328 | $686.1M |
| Summit Creek Advisors LLC | 0001333709 | Oct 24, 2025 | 69 | $686.1M |
| Northstar Group, Inc. | 0001631408 | Oct 22, 2025 | 161 | $686.6M |
| Zevin Asset Management LLC | 0001394096 | Nov 10, 2025 | 98 | $687.3M |
| Dimension Capital Management LLC | 0001041773 | Nov 14, 2025 | 113 | $687.6M |
| Smithbridge Asset Management Inc. | 0001103245 | Oct 29, 2025 | 150 | $687.9M |
| J.P. Marvel Investment Advisors, LLC | 0001426755 | Nov 12, 2025 | 61 | $687.9M |
| CFO4Life Group, LLC | 0001706351 | Nov 7, 2025 | 234 | $688.0M |
| Castellan Group | 0001832521 | Oct 23, 2025 | 35 | $688.0M |
| Strategic Financial Concepts, LLC | 0001870686 | Nov 13, 2025 | 266 | $688.1M |
| Tetragon Partners GP Ltd | 0001515070 | Nov 14, 2025 | 43 | $688.6M |
| CFM Wealth Partners LLC | 0001801097 | Nov 3, 2025 | 147 | $688.8M |
| Simcoe Capital Management, LLC | 0001633362 | Nov 13, 2025 | 18 | $689.9M |
| Silverarc Capital Management, LLC | 0001816307 | Nov 12, 2025 | 73 | $690.7M |
| L2 Asset Management, LLC | 0001686988 | Nov 14, 2025 | 363 | $691.1M |
| University of Texas/Texas Am Investment Management Co. | 0001019231 | Nov 13, 2025 | 210 | $691.1M |
| SR One Capital Management, LP | 0001910264 | Nov 12, 2025 | 12 | $691.4M |
| KFG Wealth Management, LLC | 0001919344 | Oct 7, 2025 | 205 | $692.6M |
| Fractal Investments LLC | 0001843590 | Oct 27, 2025 | 77 | $692.7M |
| Pasadena Private Wealth, LLC | 0001760578 | Oct 24, 2025 | 206 | $693.1M |
| LM Advisors LLC | 0002011314 | Nov 13, 2025 | 207 | $694.2M |
| Daido Life Insurance Co. | 0001173460 | Nov 5, 2025 | 6 | $695.1M |
| Chatham Capital Group, Inc. | 0001108969 | Oct 15, 2025 | 196 | $695.2M |
| Abacus Wealth Partners, LLC | 0001978011 | Nov 12, 2025 | 102 | $695.3M |
| Foundation Resource Management Inc. | 0001179232 | Oct 14, 2025 | 51 | $696.0M |
| Akuna Securities LLC | 0001529090 | Nov 4, 2025 | 3 | $696.1M |
| Strategic Point Investment Advisors, LLC | 0001295044 | Dec 2, 2025 | 34 | $696.4M |
| Arvest Investments, Inc. | 0001025038 | Oct 14, 2025 | 187 | $697.0M |
| Proffitt & Goodson Inc. | 0001123812 | Oct 21, 2025 | 444 | $697.2M |
| Steadview Capital Management LLC | 0001844008 | Oct 30, 2025 | 12 | $697.7M |
| Water Island Capital LLC | 0001222765 | Nov 14, 2025 | 73 | $698.2M |
| Cannon Financial Strategists, Inc. | 0002031123 | Nov 6, 2025 | 104 | $698.8M |
| K.J. Harrison & Partners Inc | 0001418359 | Nov 12, 2025 | 206 | $699.0M |
| Toews Corp. | 0000932000 | Oct 24, 2025 | 15 | $699.8M |
| Ellevest, Inc. | 0001644128 | Nov 14, 2025 | 426 | $700.2M |
| Regeneron Pharmaceuticals, Inc. | 0000872589 | Nov 7, 2025 | 4 | $700.4M |
| Capital Advisors Wealth Management, LLC | 0001824700 | Oct 16, 2025 | 215 | $700.7M |
| Thames Capital Management LLC | 0001714267 | Oct 28, 2025 | 58 | $700.8M |
| Academy Capital Management | 0001031972 | Dec 12, 2025 | 41 | $701.4M |
| Texas Treasury Safekeeping Trust Co. | 0001176347 | Nov 17, 2025 | 2 | $701.5M |
| Sargent Investment Group, LLC | 0001766157 | Nov 14, 2025 | 121 | $701.7M |
| Stanley-Laman Group, Ltd. | 0001601489 | Oct 22, 2025 | 251 | $701.8M |
| Physician Wealth Advisors, Inc. | 0001795173 | Nov 4, 2025 | 1,899 | $702.6M |
| Biltmore Family Office, LLC | 0001731123 | Oct 31, 2025 | 288 | $702.8M |
| Iron Triangle Partners LP | 0001779763 | Nov 14, 2025 | 25 | $703.3M |
| Fourpath Capital Management, LLC | 0001894484 | Oct 14, 2025 | 229 | $703.5M |
| Beacon Capital Management, LLC | 0001921487 | Nov 7, 2025 | 140 | $703.5M |
| Blue Edge Capital, LLC | 0001599620 | Nov 12, 2025 | 122 | $703.9M |
| Rice Partnership, LLC | 0001736736 | Nov 10, 2025 | 188 | $704.1M |
| Nexus Investment Management ULC | 0001476329 | Oct 24, 2025 | 70 | $704.4M |
| Meridian Wealth Advisors, LLC | 0001768095 | Nov 12, 2025 | 186 | $704.4M |
| JBF Capital, Inc. | 0001483864 | Nov 14, 2025 | 76 | $704.4M |
| LexAurum Advisors, LLC | 0001729677 | Nov 6, 2025 | 374 | $705.1M |
| Sava Infond d.o.o. | 0002055882 | Nov 10, 2025 | 212 | $705.3M |
| Mirador Capital Partners LP | 0001633446 | Oct 7, 2025 | 216 | $705.4M |
| Cigna Investments Inc. | 0000049969 | Oct 22, 2025 | 470 | $705.8M |
| Financial Advisors Network, Inc. | 0001697856 | Nov 14, 2025 | 196 | $706.1M |
| Wilkins Investment Counsel Inc. | 0001276853 | Oct 30, 2025 | 122 | $706.1M |
| Culbertson A N & Co. Inc. | 0001224890 | Oct 24, 2025 | 128 | $706.6M |
| FSM Wealth Advisors, LLC | 0001942548 | Oct 17, 2025 | 320 | $706.9M |
| Opaleye Management Inc. | 0001595855 | Nov 14, 2025 | 43 | $707.3M |
| Debussy Capital Management LP | 0001682021 | Nov 17, 2025 | 279 | $707.3M |
| Mirova | 0001767843 | Dec 29, 2025 | 111 | $707.4M |
| Atmos Capital Gestao DE Recursos Ltda. | 0001832439 | Nov 14, 2025 | 16 | $707.5M |
| Golden Unicorn (BVI) Ltd | 0002078724 | Nov 14, 2025 | 3 | $707.7M |
| Financial Consulate, Inc. | 0001624510 | Oct 21, 2025 | 1,153 | $708.2M |
| Numerai GP LLC | 0001668527 | Nov 14, 2025 | 546 | $708.9M |
| LS Investment Advisors, LLC | 0001455845 | Oct 22, 2025 | 138 | $709.9M |