| Guardian Partners Inc. | 0001884799 | Feb 11, 2025 | 165 | $982.8M |
| Hook Mill Capital Partners, LP | 0001943395 | Feb 14, 2025 | 42 | $982.0M |
| Waddell & Associates, LLC | 0001776757 | May 14, 2025 | 154 | $981.0M |
| Willow Creek Wealth Management Inc. | 0001632407 | Feb 14, 2025 | 153 | $980.9M |
| Smartleaf Asset Management LLC | 0002010393 | Feb 5, 2025 | 2,917 | $980.8M |
| Teewinot Capital Advisers, L.L.C. | 0001574886 | Feb 14, 2025 | 26 | $980.2M |
| Providence Equity Partners L.L.C. | 0001492133 | Feb 14, 2025 | 3 | $980.0M |
| JNBA Financial Advisors | 0001569118 | Jan 30, 2025 | 648 | $979.3M |
| Texas Capital Bank Wealth Management Services Inc | 0001802655 | Feb 13, 2025 | 161 | $977.8M |
| Avenir Corp. | 0001033475 | Feb 13, 2025 | 69 | $976.8M |
| Townsend & Associates, Inc | 0001729359 | Feb 4, 2025 | 102 | $976.5M |
| Clean Energy Transition LLP | 0001911523 | Feb 13, 2025 | 15 | $976.3M |
| Amica Mutual Insurance Co. | 0000857508 | Feb 12, 2025 | 135 | $975.9M |
| First Heartland Consultants, Inc. | 0001428793 | Feb 18, 2025 | 448 | $975.3M |
| Amplius Wealth Advisors, LLC | 0001900584 | Jan 16, 2025 | 177 | $975.3M |
| Schwerin Boyle Capital Management Inc. | 0000937522 | Feb 13, 2025 | 53 | $974.9M |
| Motco | 0001306333 | Feb 5, 2025 | 483 | $974.9M |
| BDF-Gestion | 0001632812 | Jan 23, 2025 | 136 | $974.8M |
| Bluespring Wealth Management, LLC | 0001557485 | Feb 3, 2025 | 189 | $974.7M |
| HBW Advisory Services LLC | 0001790525 | Jan 10, 2025 | 375 | $974.4M |
| Private Trust Co. NA | 0001277557 | Feb 5, 2025 | 2,335 | $974.0M |
| Tetrad Corp. | 0000883597 | Aug 1, 2025 | 3 | $973.6M |
| Rhenman & Partners Asset Management AB | 0001599882 | Feb 13, 2025 | 92 | $972.9M |
| Anderson Hoagland & Co. | 0000791191 | Jan 21, 2025 | 137 | $972.4M |
| Pertento Partners LLP | 0001894571 | Feb 12, 2025 | 24 | $972.3M |
| Kwmg, LLC | 0001633024 | Jan 13, 2025 | 139 | $971.0M |
| Entropy Technologies, LP | 0001976151 | Jan 28, 2025 | 691 | $971.0M |
| Abrams Bison Investments, LLC | 0001317588 | Feb 14, 2025 | 8 | $970.9M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0002047540 | Feb 7, 2025 | 353 | $970.1M |
| Dorsey Asset Management | 0001671657 | Feb 14, 2025 | 11 | $970.0M |
| SIR Capital Management, L.P. | 0001434997 | Feb 14, 2025 | 73 | $969.9M |
| QV Investors Inc. | 0001570253 | Jan 13, 2025 | 63 | $969.9M |
| Jia Investment Alliance Pte. LTD. | 0001966595 | Jan 14, 2025 | 21 | $969.1M |
| Eversept Partners, LP | 0001697013 | Feb 14, 2025 | 62 | $969.1M |
| Insigneo Advisory Services, LLC | 0001964958 | Feb 13, 2025 | 626 | $968.3M |
| Conservest Capital Advisors, Inc. | 0001705716 | Feb 5, 2025 | 109 | $968.0M |
| Petredis Investment Advisors LLC | 0001964544 | Jan 21, 2025 | 98 | $967.7M |
| RMR Wealth Builders | 0001803848 | Jan 14, 2025 | 256 | $967.5M |
| Benchstone Capital Management LP | 0002016777 | Feb 14, 2025 | 36 | $966.9M |
| Rivulet Capital, LLC | 0001566691 | Feb 14, 2025 | 12 | $966.5M |
| Connable Office Inc. | 0000914933 | Feb 5, 2025 | 227 | $966.5M |
| Quent Capital, LLC | 0001912338 | Jan 29, 2025 | 1,343 | $966.0M |
| Wescott Financial Advisory Group, LLC | 0001864880 | Feb 12, 2025 | 174 | $965.0M |
| Pacific Life Fund Advisors LLC | 0001499091 | Jan 31, 2025 | 22 | $964.5M |
| MIG Capital, LLC | 0001425649 | Feb 13, 2025 | 71 | $963.5M |
| FourThought Financial Partners, LLC | 0001956790 | Feb 4, 2025 | 318 | $962.7M |
| Tensile Capital Management LP | 0001598843 | Feb 14, 2025 | 17 | $962.5M |
| Wellesley Asset Management | 0001533551 | Jan 27, 2025 | 58 | $962.3M |
| Helikon Investments Ltd | 0001839497 | Jan 22, 2025 | 19 | $961.0M |
| Jackson Square Partners, LLC | 0001605911 | Feb 12, 2025 | 60 | $960.9M |
| Means Investment Co., Inc. | 0000701516 | Jan 24, 2025 | 204 | $960.7M |
| CoreView Capital Management Ltd | 0001842785 | Feb 18, 2025 | 9 | $959.7M |
| Bridgewater Advisors Inc. | 0001600319 | Jan 16, 2025 | 129 | $958.0M |
| Caldwell Trust Co | 0002080218 | Sep 24, 2025 | 711 | $957.3M |
| Wellspring Financial Advisors, LLC | 0001811308 | Feb 13, 2025 | 147 | $957.1M |
| AlphaStar Capital Management, LLC | 0001633857 | Jan 28, 2025 | 201 | $956.6M |
| PrairieView Partners, LLC | 0001726673 | Jan 29, 2025 | 392 | $956.5M |
| Moody National Bank Trust Division | 0001092903 | Jan 13, 2025 | 478 | $956.2M |
| Asset Advisors Investment Management, LLC | 0001756695 | Feb 4, 2025 | 107 | $956.0M |
| Knollwood Investment Advisory, LLC | 0001999346 | Feb 14, 2025 | 353 | $955.9M |
| German American Bancorp, Inc. | 0000714395 | Feb 13, 2025 | 123 | $955.0M |
| 12 West Capital Management LP | 0001540531 | Feb 13, 2025 | 16 | $954.6M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0000885415 | Jan 15, 2025 | 162 | $954.4M |
| Siemens Fonds Invest GmbH | 0001856637 | Mar 4, 2025 | 322 | $954.3M |
| One Day In July LLC | 0001823172 | Feb 3, 2025 | 133 | $954.0M |
| Denali Advisors LLC | 0001142941 | Feb 4, 2025 | 271 | $954.0M |
| Tremblant Capital Group | 0001353312 | Feb 14, 2025 | 44 | $953.1M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0001577001 | Feb 4, 2025 | 130 | $952.3M |
| SeaCrest Wealth Management, LLC | 0001728121 | Jan 14, 2025 | 655 | $951.2M |
| Rock Creek Group LLC | 0001484067 | Feb 12, 2025 | 45 | $950.7M |
| Cornerstone Capital, Inc. | 0000819535 | Feb 13, 2025 | 101 | $949.8M |
| Nadler Financial Group, Inc. | 0001541787 | Jan 24, 2025 | 128 | $949.4M |
| Waterloo Capital, L.P. | 0001730942 | Feb 13, 2025 | 363 | $948.9M |
| Retirement Investment Advisors, Inc. | 0001957886 | Feb 12, 2025 | 62 | $948.3M |
| Moneco Advisors, LLC | 0001765690 | Aug 15, 2025 | 465 | $947.8M |
| Bank of Nova Scotia Trust Co. | 0001335382 | Feb 13, 2025 | 131 | $947.3M |
| Tortoise Investment Management, LLC | 0001599511 | Aug 7, 2025 | 861 | $947.2M |
| Moss Adams Wealth Advisors LLC | 0001661245 | Jan 15, 2025 | 208 | $946.2M |
| Soundwatch Capital LLC | 0001803253 | Feb 13, 2025 | 36 | $945.7M |
| Scopia Capital Management LP | 0001279150 | Feb 14, 2025 | 32 | $945.4M |
| Madison Avenue Partners, LP | 0001801265 | Feb 14, 2025 | 15 | $944.4M |
| Naya Capital Management UK Ltd. | 0001665012 | Feb 14, 2025 | 5 | $944.3M |
| Salomon & Ludwin, LLC | 0001766156 | Jan 30, 2025 | 720 | $943.9M |
| Barton Investment Management | 0001387818 | Jan 27, 2025 | 48 | $942.8M |
| Landscape Capital Management, L.L.C. | 0001536186 | Feb 12, 2025 | 705 | $942.7M |
| MMBG Investment Advisors Co. | 0001765876 | Feb 14, 2025 | 158 | $941.6M |
| Strategic Investment Advisors / MI | 0001760540 | Jan 22, 2025 | 237 | $941.5M |
| PSG Equity L.L.C. | 0001865991 | Feb 6, 2025 | 1 | $941.0M |
| Tower Bridge Advisors | 0001278249 | Feb 5, 2025 | 193 | $939.0M |
| Tucker Asset Management LLC | 0001870012 | Feb 12, 2025 | 1,601 | $938.9M |
| Private Capital Management, LLC | 0001588456 | Feb 14, 2025 | 126 | $938.1M |
| Telos Capital Management, Inc. | 0001567889 | Jan 27, 2025 | 197 | $937.6M |
| Stokes Family Office, LLC | 0001802278 | Feb 11, 2025 | 244 | $936.4M |
| MV Capital Management, Inc. | 0001633366 | Feb 12, 2025 | 1,031 | $936.2M |
| Estate Counselors, LLC | 0001559832 | Feb 14, 2025 | 101 | $935.4M |
| Kopernik Global Investors, LLC | 0001599814 | Feb 13, 2025 | 26 | $935.1M |
| Nilsine Partners, LLC | 0001913043 | Jan 22, 2025 | 363 | $934.0M |
| Optimus Prime Fund Management Co., Ltd. | 0001732539 | Feb 14, 2025 | 22 | $933.8M |
| Ironvine Capital Partners, LLC | 0001730478 | Feb 14, 2025 | 47 | $933.3M |
| Quantum Capital Management, LLC / NJ | 0001513125 | Feb 12, 2025 | 31 | $932.6M |