| Bluespring Wealth Management, LLC | 0001557485 | Apr 24, 2024 | 188 | $911.5M |
| Strategic Wealth Partners, Ltd. | 0001720777 | May 20, 2024 | 278 | $911.5M |
| Texas Capital Bank Wealth Management Services Inc | 0001802655 | May 13, 2024 | 197 | $910.3M |
| Clough Capital Partners L P | 0001276144 | May 15, 2024 | 117 | $909.6M |
| Progeny 3, Inc. | 0001536006 | May 15, 2024 | 26 | $908.8M |
| Proficio Capital Partners LLC | 0001654175 | May 2, 2024 | 324 | $908.4M |
| Caption Management, LLC | 0001706766 | May 15, 2024 | 365 | $907.7M |
| Kontiki Capital Management (HK) Ltd. | 0001713390 | May 15, 2024 | 8 | $906.9M |
| Strategic Wealth Partners Group, LLC | 0001682677 | Apr 30, 2024 | 70 | $906.2M |
| Conifer Management, L.L.C. | 0001773994 | May 15, 2024 | 7 | $906.1M |
| Fishman Jay A Ltd. | 0001006407 | Apr 23, 2024 | 90 | $905.1M |
| OneAscent Financial Services LLC | 0001780985 | Apr 16, 2024 | 381 | $904.8M |
| Verus Capital Partners, LLC | 0001796874 | May 7, 2024 | 349 | $903.8M |
| N.E.W. Advisory Services LLC | 0001803456 | Apr 24, 2024 | 173 | $901.4M |
| Wealthcare Capital Management LLC | 0001516450 | Apr 15, 2024 | 82 | $900.3M |
| Hilltop Holdings Inc. | 0001265131 | May 15, 2024 | 620 | $900.1M |
| Technology Crossover Management VIII, Ltd. | 0001626282 | May 13, 2024 | 6 | $899.9M |
| North Peak Capital Management, LLC | 0001747888 | May 14, 2024 | 8 | $899.8M |
| Kynam Capital Management, LP | 0001907884 | May 15, 2024 | 21 | $898.9M |
| Tran Capital Management, L.P. | 0001009262 | Apr 19, 2024 | 47 | $898.2M |
| Verity & Verity, LLC | 0001542108 | Nov 7, 2024 | 112 | $898.0M |
| Southernsun Asset Management, LLC | 0001089755 | May 15, 2024 | 27 | $898.0M |
| Sunbelt Securities, Inc. | 0001632932 | Apr 15, 2024 | 1,736 | $896.4M |
| Quest Investment Management LLC | 0001036248 | May 14, 2024 | 87 | $895.7M |
| Pictet North America Advisors SA | 0001599576 | May 3, 2024 | 141 | $895.6M |
| Webster Bank, N. A. | 0001105837 | Apr 16, 2024 | 613 | $895.0M |
| Murchinson Ltd. | 0001838556 | May 16, 2024 | 56 | $894.8M |
| Soltis Investment Advisors LLC | 0001802530 | May 29, 2024 | 296 | $893.4M |
| Sheets Smith Wealth Management | 0001157436 | May 8, 2024 | 379 | $893.1M |
| Amplius Wealth Advisors, LLC | 0001900584 | Apr 17, 2024 | 178 | $892.2M |
| Asset Advisors Investment Management, LLC | 0001756695 | May 14, 2024 | 91 | $892.0M |
| Anderson Hoagland & Co. | 0000791191 | Apr 12, 2024 | 133 | $891.8M |
| Atika Capital Management LLC | 0001599731 | May 14, 2024 | 79 | $891.5M |
| CapWealth Advisors, LLC | 0001531809 | May 3, 2024 | 96 | $890.9M |
| Tremblant Capital Group | 0001353312 | May 15, 2024 | 38 | $889.7M |
| Leuthold Group, LLC | 0001170152 | May 6, 2024 | 178 | $888.0M |
| Phocas Financial Corp. | 0001356783 | May 1, 2024 | 142 | $887.4M |
| Telos Capital Management, Inc. | 0001567889 | Apr 25, 2024 | 194 | $886.9M |
| Palo Alto Investors LP | 0001306923 | May 15, 2024 | 38 | $886.7M |
| Harvey Investment Co. LLC | 0001162781 | Apr 24, 2024 | 97 | $886.2M |
| MKP Capital Management, L.L.C. | 0001534949 | May 10, 2024 | 3 | $885.6M |
| Private Capital Management, LLC | 0001588456 | May 15, 2024 | 126 | $885.4M |
| Quinn Opportunity Partners LLC | 0001633275 | May 15, 2024 | 243 | $885.0M |
| Banc Funds Co. LLC | 0001029311 | May 13, 2024 | 134 | $884.7M |
| L & S Advisors Inc | 0001392364 | May 10, 2024 | 332 | $884.6M |
| ICICI Prudential Asset Management Co Ltd | 0001697850 | May 8, 2024 | 164 | $884.3M |
| Tompkins Financial Corp. | 0001005817 | Apr 8, 2024 | 630 | $884.3M |
| J.Safra Asset Management Corp | 0001535293 | May 9, 2024 | 168 | $883.6M |
| Liberty One Investment Management, LLC | 0001807328 | Apr 30, 2024 | 182 | $883.5M |
| Water Island Capital LLC | 0001222765 | Nov 14, 2024 | 50 | $882.9M |
| Connable Office Inc. | 0000914933 | Apr 30, 2024 | 217 | $882.7M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0001620943 | May 1, 2024 | 295 | $882.5M |
| Zuckerman Investment Group, LLC | 0001423296 | May 15, 2024 | 147 | $882.0M |
| Isthmus Partners, LLC | 0001639666 | May 8, 2024 | 197 | $881.0M |
| MBL Wealth, LLC | 0001845785 | Apr 22, 2024 | 198 | $878.8M |
| Triple Frond Partners LLC | 0001454502 | May 14, 2024 | 11 | $878.6M |
| Nishkama Capital, LLC | 0001633799 | May 15, 2024 | 84 | $878.2M |
| Ghisallo Capital Management LLC | 0001825214 | May 15, 2024 | 115 | $877.5M |
| Voya Financial Advisors, Inc. | 0001424367 | May 15, 2024 | 241 | $875.7M |
| Index Venture Associates VI Ltd | 0001755035 | May 15, 2024 | 3 | $875.1M |
| MV Capital Management, Inc. | 0001633366 | Apr 18, 2024 | 855 | $873.9M |
| Kathmere Capital Management, LLC | 0001794543 | Apr 16, 2024 | 316 | $873.4M |
| Cat Rock Capital Management LP | 0001654648 | May 15, 2024 | 12 | $873.2M |
| Estate Counselors, LLC | 0001559832 | May 14, 2024 | 113 | $873.2M |
| Sixth Street Partners Management Company, L.P. | 0001812095 | May 14, 2024 | 16 | $873.0M |
| FourThought Financial Partners, LLC | 0001956790 | May 14, 2024 | 329 | $872.7M |
| Avestar Capital, LLC | 0001704404 | May 10, 2024 | 413 | $872.1M |
| PrairieView Partners, LLC | 0001726673 | May 3, 2024 | 391 | $871.9M |
| TRUE Private Wealth Advisors | 0001667074 | Apr 25, 2024 | 284 | $871.8M |
| Oribel Capital Management, LP | 0001661140 | May 15, 2024 | 36 | $871.2M |
| Beacon Financial Group | 0001591379 | May 7, 2024 | 313 | $871.1M |
| HTLF Bank | 0002003343 | Apr 25, 2024 | 245 | $870.7M |
| Northcape Capital Pty Ltd | 0001686776 | Apr 30, 2024 | 30 | $870.3M |
| Advisor OS, LLC | 0001767580 | May 9, 2024 | 383 | $870.2M |
| Austin Private Wealth, LLC | 0001800328 | Apr 12, 2024 | 221 | $869.3M |
| Royal Fund Management, LLC | 0001810099 | Apr 11, 2024 | 251 | $867.6M |
| Marble Harbor Investment Counsel, LLC | 0001387130 | May 10, 2024 | 204 | $867.5M |
| Middleton & Co. Inc. | 0000919497 | May 14, 2024 | 167 | $867.1M |
| Kingswood Wealth Advisors, LLC | 0001987855 | Apr 15, 2024 | 618 | $867.1M |
| Long Focus Capital Management, LLC | 0001602716 | May 14, 2024 | 88 | $865.8M |
| Oaktop Capital Management Ii, L.P. | 0001550660 | May 14, 2024 | 15 | $865.4M |
| Prospector Partners LLC | 0001080380 | May 9, 2024 | 93 | $863.7M |
| Graves Light Lenhart Wealth, Inc. | 0001759803 | May 13, 2024 | 185 | $863.1M |
| Recurrent Investment Advisors LLC | 0001803146 | May 15, 2024 | 50 | $862.5M |
| Gemmer Asset Management LLC | 0001607825 | Apr 24, 2024 | 131 | $861.4M |
| Ausdal Financial Partners, Inc. | 0001667146 | Apr 12, 2024 | 466 | $860.6M |
| Dorsey Asset Management | 0001671657 | May 15, 2024 | 10 | $860.2M |
| Consolidated Press International Holdings Ltd. | 0001260786 | May 14, 2024 | 10 | $859.9M |
| Caldwell Trust Co | 0002080218 | Sep 24, 2025 | 702 | $859.1M |
| ACK Asset Management LLC | 0001510940 | May 14, 2024 | 20 | $858.3M |
| Crewe Advisors LLC | 0001730033 | May 14, 2024 | 927 | $858.1M |
| Azzad Asset Management Inc. | 0001121914 | Apr 19, 2024 | 301 | $858.1M |
| Townsend & Associates, Inc | 0001729359 | Apr 24, 2024 | 104 | $857.6M |
| TIG Advisors, LLC | 0001358253 | May 15, 2024 | 34 | $857.5M |
| Sax Wealth Advisors, LLC | 0001846150 | May 14, 2024 | 190 | $856.0M |
| Quent Capital, LLC | 0001912338 | Jun 28, 2024 | 1,361 | $855.6M |
| Pine Ridge Advisers LLC | 0001845915 | May 15, 2024 | 31 | $855.4M |
| Willow Creek Wealth Management Inc. | 0001632407 | Jul 25, 2025 | 153 | $855.3M |
| Global Strategic Investment Solutions, LLC | 0001760076 | Apr 30, 2024 | 148 | $855.0M |
| GDS Wealth Management | 0001940869 | Apr 24, 2024 | 137 | $853.9M |