| Moody National Bank Trust Division | 0001092903 | Apr 4, 2025 | 491 | $959.2M |
| Townsend & Associates, Inc | 0001729359 | Apr 25, 2025 | 99 | $959.1M |
| PrairieView Partners, LLC | 0001726673 | May 9, 2025 | 387 | $958.2M |
| Traphagen Investment Advisors LLC | 0002023380 | Apr 17, 2025 | 183 | $958.0M |
| Discerene Group LP | 0001632958 | May 13, 2025 | 12 | $957.0M |
| Petredis Investment Advisors LLC | 0001964544 | Apr 15, 2025 | 100 | $956.6M |
| Parsifal Capital Management, LP | 0001776090 | May 15, 2025 | 15 | $956.2M |
| FourThought Financial Partners, LLC | 0001956790 | May 7, 2025 | 318 | $955.6M |
| Quent Capital, LLC | 0001912338 | Apr 4, 2025 | 1,328 | $953.2M |
| Avenir Corp. | 0001033475 | May 14, 2025 | 70 | $953.0M |
| Certuity, LLC | 0001800752 | May 13, 2025 | 405 | $952.9M |
| Conservest Capital Advisors, Inc. | 0001705716 | May 5, 2025 | 110 | $952.0M |
| Asset Advisors Investment Management, LLC | 0001756695 | May 2, 2025 | 113 | $951.8M |
| Kensington Asset Management, LLC | 0001979884 | May 13, 2025 | 29 | $951.5M |
| Diversified Portfolios, Inc. | 0001634212 | Apr 22, 2025 | 141 | $950.8M |
| RMR Wealth Builders | 0001803848 | Apr 16, 2025 | 259 | $950.1M |
| Moss Adams Wealth Advisors LLC | 0001661245 | Apr 14, 2025 | 217 | $949.6M |
| Johnson Financial Group, LLC | 0001706327 | May 12, 2025 | 99 | $947.6M |
| Motco | 0001306333 | May 7, 2025 | 602 | $946.8M |
| Oxbow Advisors, LLC | 0001564770 | May 1, 2025 | 206 | $946.7M |
| CCM Investment Group, LLC | 0002067069 | May 12, 2025 | 207 | $945.8M |
| Smith Anglin Financial, LLC | 0001553540 | Apr 10, 2025 | 214 | $944.7M |
| Kovack Advisors, Inc. | 0001728321 | May 6, 2025 | 577 | $944.6M |
| Jia Investment Alliance Pte. LTD. | 0001966595 | Apr 8, 2025 | 23 | $944.6M |
| Strategic Investment Advisors / MI | 0001760540 | Apr 23, 2025 | 236 | $943.7M |
| Dorsey Asset Management | 0001671657 | May 15, 2025 | 11 | $943.6M |
| Levin Capital Strategies, L.P. | 0001354821 | May 9, 2025 | 165 | $941.8M |
| Means Investment Co., Inc. | 0000701516 | Apr 21, 2025 | 190 | $941.7M |
| Qsemble Capital Management, LP | 0001766159 | May 12, 2025 | 418 | $941.2M |
| Benchstone Capital Management LP | 0002016777 | May 15, 2025 | 35 | $940.9M |
| Fidelis Capital Partners, LLC | 0001962755 | May 1, 2025 | 430 | $940.8M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0001577001 | May 6, 2025 | 130 | $940.6M |
| Stonebridge Financial Group, LLC | 0002009367 | Apr 25, 2025 | 1,005 | $939.7M |
| Connable Office Inc. | 0000914933 | May 9, 2025 | 217 | $939.4M |
| Salomon & Ludwin, LLC | 0001766156 | Apr 28, 2025 | 717 | $938.2M |
| Root Financial Partners, LLC | 0001977181 | Apr 25, 2025 | 210 | $938.2M |
| Jacobs & Co. | 0001055544 | Apr 3, 2025 | 122 | $938.1M |
| Bank of Nova Scotia Trust Co. | 0001335382 | May 9, 2025 | 129 | $937.3M |
| City of London Investment Management Co. Ltd. | 0001034546 | May 9, 2025 | 86 | $934.8M |
| CastleKnight Management LP | 0001835751 | May 15, 2025 | 295 | $934.5M |
| Atlas FRM LLC | 0001879898 | May 15, 2025 | 9 | $933.1M |
| Zuckerman Investment Group, LLC | 0001423296 | May 14, 2025 | 164 | $932.8M |
| UNC Management Company, Inc. | 0001911286 | May 15, 2025 | 3 | $932.8M |
| Caldwell Trust Co | 0002080218 | Sep 23, 2025 | 751 | $932.1M |
| MV Capital Management, Inc. | 0001633366 | Apr 15, 2025 | 1,061 | $932.0M |
| Richard C. Young & CO., LTD. | 0001387304 | May 2, 2025 | 86 | $930.9M |
| German American Bancorp, Inc. | 0000714395 | May 13, 2025 | 122 | $930.2M |
| Sprucegrove Investment Management Ltd. | 0001234074 | May 13, 2025 | 32 | $929.9M |
| Neumeier Poma Investment Counsel LLC | 0001044936 | May 12, 2025 | 46 | $929.9M |
| Cornerstone Capital, Inc. | 0000819535 | May 13, 2025 | 98 | $929.3M |
| Goodnow Investment Group, LLC | 0001362255 | May 15, 2025 | 23 | $927.5M |
| Valiant Capital Management, L.P. | 0001452689 | May 15, 2025 | 29 | $927.2M |
| Stony Point Capital LLC | 0001776023 | May 15, 2025 | 47 | $924.9M |
| Mangrove Partners Im, LLC | 0001535392 | May 15, 2025 | 156 | $924.9M |
| Redwood Investment Management, LLC | 0001717479 | Aug 27, 2026 | 286 | $922.3M |
| CapWealth Advisors, LLC | 0001531809 | Apr 30, 2025 | 99 | $921.6M |
| Ironvine Capital Partners, LLC | 0001730478 | May 15, 2025 | 50 | $921.1M |
| AlphaQuest LLC | 0001883897 | May 14, 2025 | 2,018 | $919.9M |
| Abrams Bison Investments, LLC | 0001317588 | May 15, 2025 | 8 | $918.2M |
| Telos Capital Management, Inc. | 0001567889 | Apr 30, 2025 | 191 | $917.8M |
| BDF-Gestion | 0001632812 | Apr 17, 2025 | 143 | $916.6M |
| Beacon Financial Group | 0001591379 | Apr 10, 2025 | 334 | $915.8M |
| Fishman Jay A Ltd. | 0001006407 | Apr 22, 2025 | 81 | $915.6M |
| Cannae Holdings, Inc. | 0001704720 | Apr 9, 2025 | 5 | $915.5M |
| Nilsine Partners, LLC | 0001913043 | Apr 22, 2025 | 359 | $912.5M |
| Meridiem Capital Partners LP | 0002026798 | May 15, 2025 | 55 | $912.4M |
| Webster Bank, N. A. | 0001105837 | Apr 4, 2025 | 564 | $909.9M |
| Amica Mutual Insurance Co. | 0000857508 | May 13, 2025 | 135 | $908.2M |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 0001474069 | May 15, 2025 | 11 | $907.8M |
| SOL Capital Management CO | 0001339270 | Apr 23, 2025 | 296 | $907.2M |
| Wealth Architects, LLC | 0001611518 | May 14, 2025 | 229 | $906.4M |
| Matrix Asset Advisors Inc. | 0001016287 | Apr 22, 2025 | 105 | $906.3M |
| Voya Financial Advisors, Inc. | 0001424367 | May 15, 2025 | 222 | $906.2M |
| Knollwood Investment Advisory, LLC | 0001999346 | May 14, 2025 | 356 | $904.7M |
| Miller Investment Management, LP | 0001407382 | May 7, 2025 | 97 | $904.0M |
| Dupont Capital Management Corp. | 0001128251 | Apr 22, 2025 | 114 | $903.1M |
| Nadler Financial Group, Inc. | 0001541787 | Apr 24, 2025 | 124 | $902.8M |
| Integral Health Asset Management, LLC | 0001773206 | May 15, 2025 | 76 | $902.7M |
| Grandeur Peak Global Advisors, LLC | 0001569137 | May 15, 2025 | 112 | $901.8M |
| Graham Holdings Co | 0000104889 | May 15, 2025 | 5 | $901.1M |
| Harvey Investment Co. LLC | 0001162781 | Apr 22, 2025 | 101 | $900.7M |
| American National Bank & Trust | 0001272164 | Apr 9, 2025 | 599 | $900.6M |
| Falcon Wealth Planning | 0001839850 | Apr 24, 2025 | 163 | $899.8M |
| Common Fund for Nonprofit Organizations | 0002022949 | May 15, 2025 | 22 | $899.4M |
| Wellspring Financial Advisors, LLC | 0001811308 | May 15, 2025 | 139 | $898.9M |
| LVM Capital Management Ltd. | 0001053054 | Apr 8, 2025 | 151 | $898.1M |
| Steigerwald, Gordon & Koch Inc. | 0001731876 | Apr 10, 2025 | 118 | $896.2M |
| WFM ASIA (BVI) Ltd | 0001632574 | May 13, 2025 | 7 | $896.1M |
| Private Capital Management, LLC | 0001588456 | May 15, 2025 | 131 | $895.6M |
| North of South Capital LLP | 0002033334 | Apr 28, 2025 | 20 | $895.2M |
| Tower Bridge Advisors | 0001278249 | May 8, 2025 | 198 | $895.0M |
| Arrow Financial Corp | 0000717538 | May 5, 2025 | 155 | $894.5M |
| Fort Point Capital Partners LLC | 0001589282 | May 15, 2025 | 295 | $894.5M |
| Waycross Partners, LLC | 0001844873 | May 9, 2025 | 63 | $892.1M |
| GTCR LLC | 0001576350 | May 14, 2025 | 3 | $892.0M |
| Pacific Life Fund Advisors LLC | 0001499091 | Apr 29, 2025 | 20 | $891.4M |
| Ally Financial Inc. | 0000040729 | May 14, 2025 | 109 | $891.2M |
| Berkshire Money Management, Inc. | 0001535172 | Apr 23, 2025 | 102 | $891.1M |
| Stokes Family Office, LLC | 0001802278 | May 13, 2025 | 233 | $889.5M |
| Heck Capital Advisors, LLC | 0002046227 | May 13, 2025 | 232 | $889.2M |