| Cahill Financial Advisors Inc. | 0001600327 | Feb 14, 2025 | 262 | $737.8M |
| Claro Advisors Inc. | 0001764386 | Jan 13, 2025 | 485 | $738.9M |
| Beach Investment Counsel Inc. | 0001058800 | Jan 27, 2025 | 120 | $739.9M |
| Redhawk Wealth Advisors, Inc. | 0001535811 | Jan 14, 2025 | 292 | $740.0M |
| Focused Wealth Management, Inc | 0001586052 | Jan 28, 2025 | 170 | $740.5M |
| Philosophy Capital Management LLC | 0001869199 | Feb 14, 2025 | 30 | $741.4M |
| Ascent Wealth Partners, LLC | 0001546865 | Feb 4, 2025 | 164 | $741.6M |
| Perseverance Asset Management International | 0001802695 | Feb 14, 2025 | 19 | $742.0M |
| Kora Management LP | 0001659815 | Feb 14, 2025 | 7 | $742.3M |
| Melqart Asset Management (UK) Ltd | 0001712901 | Feb 14, 2025 | 42 | $743.0M |
| Cypress Funds LLC | 0001081198 | Feb 11, 2025 | 14 | $743.5M |
| Relyea Zuckerberg Hanson LLC | 0001793691 | Jan 15, 2025 | 254 | $743.6M |
| Bornite Capital Management LP | 0001800641 | Feb 12, 2025 | 35 | $743.6M |
| a16z Capital Management, L.L.C. | 0001540358 | Feb 12, 2025 | 12 | $745.3M |
| Moloney Securities Asset Management, LLC | 0001697934 | Jan 28, 2025 | 477 | $745.4M |
| Patriot Financial Group Insurance Agency, LLC | 0001694883 | Jan 22, 2025 | 474 | $745.4M |
| Insight Wealth Strategies, LLC | 0001749914 | Jan 6, 2025 | 152 | $745.7M |
| RPG Investment Advisory, LLC | 0001666664 | Feb 4, 2025 | 86 | $746.1M |
| Hill Investment Group Partners, LLC | 0001979028 | Feb 14, 2025 | 80 | $746.2M |
| ACK Asset Management LLC | 0001510940 | Feb 13, 2025 | 22 | $746.4M |
| 2Xideas AG | 0001843587 | Feb 13, 2025 | 59 | $746.6M |
| Infrastructure Capital Advisors, LLC | 0001621802 | Feb 14, 2025 | 124 | $746.8M |
| McGowan Group Asset Management, Inc. | 0001633227 | Feb 14, 2025 | 124 | $747.0M |
| Valiant Capital Management, L.P. | 0001452689 | Feb 14, 2025 | 27 | $747.4M |
| Patton Albertson Miller Group, LLC | 0001511037 | Jan 21, 2025 | 220 | $747.5M |
| Phocas Financial Corp. | 0001356783 | Mar 5, 2025 | 154 | $748.8M |
| Center for Financial Planning, Inc. | 0001803557 | Jan 30, 2025 | 675 | $749.3M |
| DE Burlo Group Inc. | 0001134288 | Feb 14, 2025 | 77 | $749.3M |
| Mechanics Bank Trust Department | 0001439743 | Jan 16, 2025 | 218 | $750.3M |
| Parkman Healthcare Partners LLC | 0001777015 | Feb 14, 2025 | 89 | $750.9M |
| Qsemble Capital Management, LP | 0001766159 | Feb 11, 2025 | 371 | $751.1M |
| AlphaQuest LLC | 0001883897 | Feb 7, 2025 | 1,672 | $752.8M |
| Heritage Financial Services, LLC | 0001752035 | Jan 23, 2025 | 117 | $753.0M |
| River Wealth Advisors LLC | 0001642570 | Feb 13, 2025 | 206 | $754.4M |
| ShawSpring Partners LLC | 0001766908 | Feb 13, 2025 | 11 | $754.9M |
| North Peak Capital Management, LLC | 0001747888 | Feb 13, 2025 | 7 | $754.9M |
| Parkside Financial Bank & Trust | 0001455267 | Feb 5, 2025 | 2,138 | $755.1M |
| Clearline Capital LP | 0001600136 | Feb 14, 2025 | 94 | $755.4M |
| Boussard & Gavaudan Investment Management LLP | 0001614986 | Feb 12, 2025 | 87 | $755.9M |
| Monograph Wealth Advisors, LLC | 0001776588 | Feb 18, 2025 | 114 | $756.3M |
| Eubel Brady & Suttman Asset Management Inc. | 0001080382 | Feb 3, 2025 | 90 | $758.2M |
| NTV Asset Management LLC | 0001284208 | Jan 31, 2025 | 271 | $758.3M |
| Manchester Global Management (UK) Ltd | 0001965104 | Feb 14, 2025 | 26 | $758.4M |
| Minneapolis Portfolio Management Group, LLC | 0001317253 | Feb 11, 2025 | 30 | $758.5M |
| Aip, LLC | 0001714498 | Feb 14, 2025 | 2 | $758.6M |
| Abacus FCF Advisors LLC | 0001604903 | Feb 13, 2025 | 265 | $759.7M |
| Summit Creek Advisors LLC | 0001333709 | Feb 11, 2025 | 69 | $760.6M |
| BlueStem Wealth Partners, LLC | 0001977465 | Feb 5, 2025 | 101 | $761.7M |
| Trust Co. of Toledo NA | 0001008937 | Jan 13, 2025 | 237 | $762.7M |
| Central Pacific Bank - Trust Division | 0002020066 | Jan 3, 2025 | 884 | $763.8M |
| Absher Wealth Management, LLC | 0001802534 | Jan 27, 2025 | 69 | $764.2M |
| Alta Park Capital, LP | 0001621855 | Feb 14, 2025 | 34 | $764.2M |
| Baxter Bros Inc. | 0001096783 | Feb 12, 2025 | 157 | $764.5M |
| Cat Rock Capital Management LP | 0001654648 | Feb 14, 2025 | 14 | $765.0M |
| Legato Capital Management LLC | 0001442641 | Jan 29, 2025 | 566 | $765.2M |
| Nellore Capital Management LLC | 0001846677 | Feb 14, 2025 | 17 | $765.6M |
| Running Oak Capital LLC | 0001803994 | Jan 21, 2025 | 57 | $766.1M |
| Greenwood Capital Associates LLC | 0001161822 | Jan 27, 2025 | 238 | $766.5M |
| Rodgers Brothers Inc. | 0001397290 | Feb 12, 2025 | 230 | $766.7M |
| Ethos Financial Group, LLC | 0001954242 | Feb 6, 2025 | 397 | $767.1M |
| Cascade Financial Partners, LLC | 0002021208 | Feb 7, 2025 | 247 | $767.4M |
| Mattern Capital Management, LLC | 0001803227 | Feb 3, 2025 | 160 | $767.4M |
| Teamwork Financial Advisors, LLC | 0001629931 | Jan 17, 2025 | 160 | $767.7M |
| Baldwin Investment Management, LLC | 0001346378 | Feb 14, 2025 | 199 | $767.9M |
| Oak Root LLC | 0002027377 | Jan 30, 2025 | 15 | $768.1M |
| Beacon Capital Management, LLC | 0001921487 | Jan 30, 2025 | 1,072 | $768.5M |
| Violich Capital Management, Inc. | 0001326766 | Jan 29, 2025 | 107 | $768.8M |
| Stansberry Asset Management, LLC | 0001725910 | Feb 14, 2025 | 123 | $770.3M |
| Luxor Capital Group, LP | 0001316580 | Feb 14, 2025 | 41 | $770.6M |
| Tanager Wealth Management LLP | 0001892929 | Jan 27, 2025 | 118 | $770.7M |
| Waycross Partners, LLC | 0001844873 | Jan 31, 2025 | 63 | $772.1M |
| Atika Capital Management LLC | 0001599731 | Feb 13, 2025 | 73 | $772.3M |
| Triple Frond Partners LLC | 0001454502 | Feb 11, 2025 | 9 | $772.5M |
| Mason Street Advisors, LLC | 0001167711 | Feb 10, 2025 | 12 | $772.6M |
| BTG Pactual Asset Management US LLC | 0001569579 | Feb 13, 2025 | 246 | $773.0M |
| Philip James Wealth Mangement, LLC | 0002002630 | Jan 31, 2025 | 172 | $773.5M |
| SYM FINANCIAL Corp | 0000764739 | Jan 24, 2025 | 333 | $773.6M |
| JGP Wealth Management, LLC | 0001748278 | Jan 15, 2025 | 180 | $773.6M |
| Aperture Investors, LLC | 0001787596 | Feb 14, 2025 | 71 | $773.9M |
| Provenance Wealth Advisors, LLC | 0002081584 | Aug 15, 2025 | 554 | $774.0M |
| Night Owl Capital Management, LLC | 0001410833 | Feb 14, 2025 | 28 | $774.2M |
| Great Lakes Retirement, Inc. | 0001801667 | Jan 29, 2025 | 204 | $774.4M |
| Ullmann Wealth Partners Group, LLC | 0001697725 | Jan 15, 2025 | 137 | $775.0M |
| Conifer Management, L.L.C. | 0001773994 | Feb 14, 2025 | 6 | $775.8M |
| Sixth Street Partners Management Company, L.P. | 0001812095 | Feb 12, 2025 | 19 | $777.3M |
| Absolute Investment Advisers, LLC | 0001316187 | Jan 24, 2025 | 121 | $777.5M |
| Canyon Capital Advisors LLC | 0001074034 | Feb 14, 2025 | 12 | $778.9M |
| Adams Asset Advisors, LLC | 0001386929 | Jan 13, 2025 | 77 | $779.0M |
| GPS Wealth Strategies Group, LLC | 0001731837 | Jan 24, 2025 | 1,378 | $779.0M |
| Great Waters Wealth Management | 0001964535 | Jan 17, 2025 | 112 | $779.3M |
| RTD Financial Advisors, Inc. | 0001810555 | Jan 21, 2025 | 113 | $779.5M |
| LVZ, Inc. | 0001574408 | Feb 6, 2025 | 149 | $779.8M |
| Community Bank, N.A. | 0001632187 | Feb 11, 2025 | 389 | $779.8M |
| Newbrook Capital Advisors LP | 0001389875 | Feb 14, 2025 | 19 | $779.9M |
| Continuum Advisory, LLC | 0001846532 | Feb 18, 2025 | 1,856 | $780.0M |
| Rockbridge Investment Management, LCC | 0001821984 | Feb 12, 2025 | 132 | $780.3M |
| Battery Management Corp. | 0001548594 | Feb 6, 2025 | 7 | $781.4M |
| Global Endowment Management, LP | 0001512237 | Feb 13, 2025 | 140 | $781.8M |
| Burns J W & Co. Inc. | 0001047339 | Jan 13, 2025 | 188 | $783.2M |
| Signet Financial Management, LLC | 0001600307 | Jan 13, 2025 | 268 | $783.5M |