| Quantum Financial Advisors, LLC | 0001929139 | Jul 11, 2025 | 181 | $738.9M |
| Sargent Investment Group, LLC | 0001766157 | Aug 14, 2025 | 235 | $739.6M |
| Wealth Management Nebraska | 0002042783 | Jul 23, 2025 | 82 | $739.8M |
| Hound Partners, LLC | 0001353316 | Aug 14, 2025 | 28 | $739.9M |
| Gilbert & Cook, Inc. | 0001675762 | Aug 5, 2025 | 206 | $740.0M |
| Beacon Capital Management, LLC | 0001921487 | Jul 17, 2025 | 1,073 | $740.8M |
| Greenline Partners, LLC | 0001697323 | Aug 14, 2025 | 143 | $742.0M |
| Cim, LLC | 0001364725 | Aug 19, 2025 | 168 | $742.8M |
| BTG Pactual Asset Management US LLC | 0001569579 | Aug 14, 2025 | 206 | $743.4M |
| Destiny Wealth Partners, LLC | 0001844369 | Jul 16, 2025 | 192 | $744.1M |
| Aperture Investors, LLC | 0001787596 | Aug 14, 2025 | 78 | $744.1M |
| Goldstein Advisors, LLC | 0001963807 | Jul 29, 2025 | 210 | $744.4M |
| Quantitative Investment Management, LLC | 0001445911 | Aug 14, 2025 | 296 | $745.8M |
| Sharkey, Howes & Javer | 0001642246 | Jul 10, 2025 | 154 | $745.9M |
| Consolidated Investment Group LLC | 0001556168 | Jul 21, 2025 | 65 | $746.6M |
| V-Square Quantitative Management LLC | 0001943239 | Jul 17, 2025 | 617 | $746.8M |
| Pandi, LLC | 0002058702 | Jul 28, 2025 | 4 | $747.2M |
| Hanson & Doremus Investment Management | 0001393944 | Jul 17, 2025 | 474 | $747.6M |
| Hendershot Investments Inc. | 0001541496 | Aug 13, 2025 | 129 | $748.4M |
| Logos Global Management LP | 0001792126 | Aug 14, 2025 | 45 | $748.6M |
| Legacy Edge Advisors, LLC | 0002105396 | Aug 17, 2026 | 198 | $748.9M |
| St. Louis Trust Co | 0001661144 | Jul 25, 2025 | 122 | $750.6M |
| Angelo Gordon & Co., L.P. | 0000860662 | Aug 14, 2025 | 45 | $751.0M |
| Global Endowment Management, LP | 0001512237 | Aug 13, 2025 | 128 | $751.2M |
| Capital Investment Counsel, Inc | 0001418421 | Aug 8, 2025 | 246 | $752.3M |
| Power Corp of Canada | 0000801166 | Aug 14, 2025 | 1 | $752.6M |
| KPS Global Asset Management UK Ltd | 0001799162 | Aug 12, 2025 | 4 | $752.9M |
| Private Wealth Asset Management, LLC | 0001883006 | Jul 28, 2025 | 1,086 | $753.5M |
| Inspirion Wealth Advisors, LLC | 0001633448 | Jul 9, 2025 | 158 | $755.5M |
| IAG Wealth Partners, LLC | 0001827261 | Aug 13, 2025 | 495 | $755.7M |
| Onyx Bridge Wealth Group LLC | 0001819476 | Jul 30, 2025 | 316 | $756.3M |
| Nelson Capital Management, LLC | 0001512611 | Jul 23, 2025 | 101 | $756.5M |
| Goldstone Financial Group, LLC | 0002040021 | Jul 8, 2025 | 206 | $757.1M |
| Owl Creek Asset Management, L.P. | 0001313756 | Aug 14, 2025 | 27 | $758.5M |
| Biondo Investment Advisors, LLC | 0001455176 | Aug 8, 2025 | 89 | $758.5M |
| DE Burlo Group Inc. | 0001134288 | Aug 13, 2025 | 80 | $759.1M |
| Patton Albertson Miller Group, LLC | 0001511037 | Jul 17, 2025 | 213 | $759.6M |
| Manchester Capital Management LLC | 0001393389 | Aug 12, 2025 | 1,199 | $760.2M |
| Pinnacle Wealth Planning Services, Inc. | 0001726752 | Aug 11, 2025 | 453 | $760.3M |
| Community Bank, N.A. | 0001632187 | Jul 25, 2025 | 385 | $760.4M |
| Howard Financial Services, LTD. | 0001768130 | Jul 2, 2025 | 183 | $760.7M |
| Vision Capital Management, Inc. | 0001417889 | Jul 16, 2025 | 140 | $761.0M |
| ACK Asset Management LLC | 0001510940 | Aug 13, 2025 | 21 | $761.4M |
| Brooklyn Investment Group | 0001795705 | Aug 14, 2025 | 3,304 | $761.8M |
| Criteria Caixa, S.A.U. | 0002018922 | Jul 25, 2025 | 19 | $762.0M |
| Keebeck Wealth Management | 0001803675 | Aug 14, 2025 | 333 | $762.6M |
| Symphony Financial, Ltd. Co. | 0001800687 | Aug 15, 2025 | 257 | $763.2M |
| City Holding Co. | 0000726854 | Jul 17, 2025 | 485 | $764.1M |
| Aviance Capital Partners, LLC | 0001542383 | Aug 5, 2025 | 350 | $765.2M |
| Revolve Wealth Partners, LLC | 0001808992 | Jul 28, 2025 | 226 | $765.7M |
| Gryphon Financial Partners LLC | 0001729094 | Aug 7, 2025 | 304 | $765.8M |
| Per Stirling Capital Management, LLC. | 0001689933 | Aug 13, 2025 | 274 | $766.0M |
| CoreView Capital Management Ltd | 0001842785 | Aug 14, 2025 | 8 | $766.4M |
| Marietta Wealth Management, LLC | 0001697847 | Jul 22, 2025 | 115 | $766.9M |
| Portfolio Strategies, Inc. | 0001753271 | Jul 21, 2025 | 52 | $767.6M |
| Hill Investment Group Partners, LLC | 0001979028 | Aug 12, 2025 | 51 | $767.9M |
| Luxor Capital Group, LP | 0001316580 | Aug 14, 2025 | 43 | $768.0M |
| Conifer Management, L.L.C. | 0001773994 | Aug 14, 2025 | 6 | $768.4M |
| Great Waters Wealth Management | 0001964535 | Jul 11, 2025 | 110 | $768.9M |
| Managed Asset Portfolios, LLC | 0001600999 | Aug 11, 2025 | 48 | $769.7M |
| Lansdowne Partners (uk) LLP | 0001608485 | Aug 14, 2025 | 21 | $769.9M |
| VK Services, LLC | 0001501927 | Aug 14, 2025 | 2 | $770.0M |
| MIdWestOne Financial Group, Inc. | 0001412665 | Aug 14, 2025 | 296 | $770.2M |
| First Light Asset Management, LLC | 0001600004 | Aug 14, 2025 | 38 | $771.3M |
| Fairmount Funds Management LLC | 0001802528 | Aug 14, 2025 | 17 | $771.9M |
| Claret Asset Management Corp | 0001735513 | Aug 13, 2025 | 436 | $772.4M |
| 140 Summer Partners LP | 0001820788 | Aug 14, 2025 | 13 | $772.8M |
| OLP CAPITAL MANAGEMENT Ltd | 0001738126 | Aug 14, 2025 | 4 | $773.4M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0000319933 | Jul 7, 2025 | 1,660 | $775.0M |
| Greenland Capital Management LP | 0001896430 | Aug 11, 2025 | 236 | $776.3M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0001755911 | Aug 13, 2025 | 100 | $776.5M |
| LM Advisors LLC | 0002011314 | Aug 14, 2025 | 184 | $776.9M |
| Atlas Private Wealth Advisors | 0001814234 | Aug 5, 2025 | 193 | $777.1M |
| Emerald Advisors, LLC | 0001802611 | Jul 17, 2025 | 101 | $780.1M |
| Arbor Investment Advisors, LLC | 0001590073 | Jul 30, 2025 | 112 | $780.4M |
| Bordeaux Wealth Advisors LLC | 0001821271 | Aug 4, 2025 | 158 | $780.9M |
| RTD Financial Advisors, Inc. | 0001810555 | Jul 15, 2025 | 108 | $781.5M |
| Archford Capital Strategies, LLC | 0001606609 | Jul 17, 2025 | 321 | $782.1M |
| Southern Farm Bureau Life Insurance | 0001831944 | Jul 30, 2025 | 16 | $782.2M |
| Stone Point Capital LLC | 0001332638 | Jul 31, 2025 | 3 | $782.3M |
| McGuire Investment Group, LLC | 0001756959 | Jul 18, 2025 | 112 | $782.5M |
| Qtron Investments LLC | 0001768099 | Aug 13, 2025 | 404 | $782.8M |
| Mosaic Family Wealth Partners, LLC | 0001965241 | Aug 11, 2025 | 227 | $783.9M |
| Philip James Wealth Mangement, LLC | 0002002630 | Jul 18, 2025 | 169 | $784.0M |
| Central Pacific Bank - Trust Division | 0002020066 | Jul 2, 2025 | 838 | $784.6M |
| Genus Capital Management Inc. | 0001532385 | Aug 6, 2025 | 183 | $785.3M |
| Souders Financial Advisors | 0001811240 | Aug 6, 2025 | 200 | $785.7M |
| Northcape Capital Pty Ltd | 0001686776 | Jul 22, 2025 | 8 | $785.7M |
| Stillwater Capital Advisors, LLC | 0001482970 | Jul 16, 2025 | 70 | $786.4M |
| WoodTrust Financial Corp | 0001725247 | Jul 23, 2025 | 146 | $786.6M |
| Quadcap Wealth Management, LLC | 0002009674 | Aug 12, 2025 | 382 | $786.8M |
| Novem Group | 0001926783 | Jul 16, 2025 | 389 | $787.9M |
| 1834 Investment Advisors Co. | 0001138486 | Jul 16, 2025 | 205 | $789.8M |
| Moisand Fitzgerald Tamayo, LLC | 0001649107 | Jul 16, 2025 | 581 | $790.7M |
| Rhenman & Partners Asset Management AB | 0001599882 | Aug 13, 2025 | 90 | $791.0M |
| Covalis Capital LLP | 0001698819 | Aug 12, 2025 | 56 | $791.1M |
| Disciplina Capital Management LLC | 0001993404 | Aug 14, 2025 | 63 | $791.2M |
| Total Wealth Planning, LLC | 0001762997 | Jul 15, 2025 | 105 | $791.3M |
| Eubel Brady & Suttman Asset Management Inc. | 0001080382 | Aug 4, 2025 | 97 | $791.4M |
| Insight Wealth Strategies, LLC | 0001749914 | Jul 7, 2025 | 171 | $791.7M |