| Certified Advisory Corp | 0001731732 | Aug 13, 2024 | 288 | $797.2M |
| Unison Advisors LLC | 0001695818 | Jul 12, 2024 | 180 | $796.8M |
| Euclidean Capital LLC | 0001825034 | Aug 14, 2024 | 11 | $795.8M |
| Consolidated Press International Holdings Ltd. | 0001260786 | Aug 14, 2024 | 12 | $793.2M |
| Professional Advisory Services Inc. | 0000894205 | Jul 10, 2024 | 78 | $792.9M |
| Power Corp of Canada | 0000801166 | Aug 14, 2024 | 3 | $792.0M |
| Madison Avenue Partners, LP | 0001801265 | Aug 14, 2024 | 20 | $791.6M |
| Strategic Wealth Investment Group, LLC | 0001802365 | Aug 13, 2024 | 135 | $791.2M |
| CapWealth Advisors, LLC | 0001531809 | Aug 5, 2024 | 98 | $791.0M |
| Cortland Associates Inc. | 0001014315 | Jul 29, 2024 | 56 | $790.7M |
| Spectrum Wealth Counsel, LLC | 0002011274 | Aug 8, 2024 | 369 | $790.1M |
| Sunriver Management LLC | 0001663900 | Aug 13, 2024 | 20 | $790.0M |
| Pertento Partners LLP | 0001894571 | Nov 15, 2024 | 23 | $789.7M |
| Bfsg, LLC | 0001706836 | Jul 29, 2024 | 618 | $789.2M |
| Abner Herrman & Brock LLC | 0001038661 | Jul 18, 2024 | 89 | $789.2M |
| Parthenon LLC | 0001088859 | Aug 8, 2024 | 121 | $787.2M |
| Syntegra Private Wealth Group, LLC | 0001964298 | Jul 26, 2024 | 148 | $786.8M |
| Toth Financial Advisory Corp. | 0000866780 | Jul 16, 2024 | 739 | $786.7M |
| CKW Financial Group | 0001600403 | Aug 14, 2024 | 226 | $783.7M |
| Bedrijfstakpensioenfonds Voor DE Media Pno | 0001274196 | Jul 16, 2024 | 41 | $780.6M |
| Keeley-Teton Advisors, LLC | 0001700530 | Aug 13, 2024 | 344 | $780.6M |
| Nwi Management LP | 0001103887 | Aug 14, 2024 | 37 | $779.0M |
| Archon Partners LLC | 0001454424 | Aug 14, 2024 | 37 | $778.9M |
| Fort Point Capital Partners LLC | 0001589282 | Aug 14, 2024 | 309 | $778.9M |
| Waterfront Capital Partners, LLC | 0001595077 | Aug 14, 2024 | 29 | $778.7M |
| FourThought Financial Partners, LLC | 0001956790 | Aug 13, 2024 | 178 | $777.3M |
| Rodgers & Associates, LTD | 0001846515 | Jul 17, 2024 | 92 | $777.2M |
| Shepherd Financial Partners LLC | 0001696628 | Aug 8, 2024 | 214 | $775.5M |
| Talbot Financial, LLC | 0001966180 | Jul 11, 2024 | 58 | $774.8M |
| Trust Co | 0001632554 | Jul 15, 2024 | 339 | $774.5M |
| Wealth Alliance, LLC | 0001793904 | Aug 9, 2024 | 511 | $774.4M |
| Monashee Investment Management LLC | 0001627608 | Aug 12, 2024 | 75 | $773.4M |
| Relative Value Partners Group, LLC | 0001649910 | Jul 12, 2024 | 321 | $772.4M |
| Lake Street Private Wealth, LLC | 0001772031 | Jul 12, 2024 | 321 | $772.4M |
| Savoie Capital LLC | 0002001471 | Aug 14, 2024 | 87 | $772.0M |
| M Holdings Securities, Inc. | 0001569638 | Aug 13, 2024 | 310 | $771.4M |
| Makaira Partners LLC | 0001540866 | Aug 15, 2024 | 11 | $771.0M |
| ARS Wealth Advisors Group, LLC | 0001886707 | Jul 19, 2024 | 165 | $770.6M |
| Capital Advisors, Ltd. LLC | 0001597878 | Jul 25, 2024 | 1,584 | $770.5M |
| Falcon Wealth Planning | 0001839850 | Jul 16, 2024 | 135 | $769.9M |
| Orange Investment Advisors, Inc. | 0000943442 | Jul 2, 2024 | 181 | $769.5M |
| Atlas Capital Advisors Inc. | 0001434165 | Jul 30, 2024 | 891 | $768.3M |
| H Partners Management, LLC | 0001364412 | Aug 14, 2024 | 2 | $766.9M |
| Adams Asset Advisors, LLC | 0001386929 | Jul 10, 2024 | 73 | $766.8M |
| Planning Center, Inc. | 0001910966 | Aug 8, 2024 | 65 | $765.3M |
| Johnson Financial Group, LLC | 0001706327 | Aug 1, 2024 | 41 | $764.7M |
| GFI Investment Counsel Ltd. | 0001688774 | Jun 10, 2025 | 19 | $764.4M |
| Baxter Bros Inc. | 0001096783 | Jul 15, 2024 | 156 | $764.0M |
| Cabot Wealth Management Inc. | 0001016683 | Jul 12, 2024 | 134 | $762.9M |
| Towle & Co. | 0001224014 | Aug 14, 2024 | 60 | $762.9M |
| Stansberry Asset Management, LLC | 0001725910 | Aug 14, 2024 | 127 | $762.5M |
| Perseverance Asset Management International | 0001802695 | Aug 13, 2024 | 19 | $762.5M |
| Alta Park Capital, LP | 0001621855 | Aug 14, 2024 | 28 | $762.4M |
| Prime Capital Management Co Ltd | 0001448793 | Aug 14, 2024 | 5 | $762.1M |
| Rossmore Private Capital | 0001733082 | Aug 12, 2024 | 231 | $761.5M |
| Private Advisory Group LLC | 0001632965 | Jul 23, 2024 | 169 | $761.3M |
| Cascade Financial Partners, LLC | 0002021208 | Jul 31, 2024 | 233 | $760.6M |
| Greenwood Capital Associates LLC | 0001161822 | Aug 8, 2024 | 227 | $760.5M |
| Total Investment Management Inc. | 0001068804 | Aug 7, 2024 | 67 | $760.3M |
| Waddell & Associates, LLC | 0001776757 | Aug 6, 2024 | 138 | $760.0M |
| Community Bank, N.A. | 0001632187 | Aug 14, 2024 | 406 | $759.8M |
| Diversified Portfolios, Inc. | 0001634212 | Jul 22, 2024 | 135 | $759.0M |
| BW Gestao de Investimentos Ltda. | 0001568280 | Aug 1, 2024 | 60 | $758.4M |
| Heritage Trust Co | 0001706028 | Aug 12, 2024 | 283 | $758.3M |
| Siemens AG | 0000940418 | Aug 14, 2024 | 2 | $757.6M |
| Mark Asset Management LP | 0000860176 | Aug 14, 2024 | 49 | $756.5M |
| Stanley-Laman Group, Ltd. | 0001601489 | Jul 18, 2024 | 271 | $756.5M |
| Abbrea Capital, LLC | 0001697646 | Aug 8, 2024 | 226 | $755.3M |
| WNY Asset Management, LLC | 0001803296 | Aug 12, 2024 | 235 | $755.1M |
| Riverstone Holdings LLC | 0001247497 | Aug 14, 2024 | 7 | $755.1M |
| Atlas FRM LLC | 0001879898 | Aug 14, 2024 | 7 | $754.6M |
| Nexpoint Asset Management, L.P. | 0001469877 | Aug 14, 2024 | 82 | $754.4M |
| Inspire Advisors, LLC | 0001810558 | Aug 8, 2024 | 376 | $754.2M |
| Discovery Capital Management, LLC / CT | 0001389507 | Aug 13, 2024 | 51 | $753.8M |
| Barton Investment Management | 0001387818 | Jul 18, 2024 | 43 | $751.7M |
| MIG Capital, LLC | 0001425649 | Aug 13, 2024 | 19 | $750.6M |
| Oak Root LLC | 0002027377 | Aug 1, 2024 | 15 | $750.4M |
| Hackensack Meridian Health, Inc. | 0001851813 | Aug 15, 2024 | 6 | $750.2M |
| Criteria Caixa, S.A.U. | 0002018922 | Mar 18, 2025 | 18 | $749.3M |
| Rock Creek Group LLC | 0001484067 | Aug 13, 2024 | 72 | $748.8M |
| Sierra Capital LLC | 0001787274 | Jul 25, 2024 | 183 | $748.7M |
| PPSC Investment Service Corp | 0001964389 | Aug 1, 2024 | 5 | $747.3M |
| CastleKnight Management LP | 0001835751 | Aug 14, 2024 | 298 | $746.5M |
| Institute for Wealth Management, LLC. | 0001533954 | Jul 25, 2024 | 505 | $746.1M |
| Cypress Funds LLC | 0001081198 | Aug 1, 2024 | 13 | $745.2M |
| Nilsine Partners, LLC | 0001913043 | Jul 31, 2024 | 322 | $745.1M |
| Pembroke Management, LTD | 0001063497 | Aug 1, 2024 | 62 | $744.4M |
| Hartline Investment Corp./ | 0000945625 | Aug 9, 2024 | 104 | $744.1M |
| DE Burlo Group Inc. | 0001134288 | Aug 14, 2024 | 79 | $744.0M |
| RTD Financial Advisors, Inc. | 0001810555 | Jul 22, 2024 | 107 | $743.6M |
| Bensler, LLC | 0001965941 | Jul 26, 2024 | 163 | $743.2M |
| Mason Street Advisors, LLC | 0001167711 | Aug 15, 2024 | 12 | $743.0M |
| Kohmann Bosshard Financial Services, LLC | 0001696615 | Jul 11, 2024 | 194 | $742.8M |
| Hill Investment Group Partners, LLC | 0001979028 | Aug 5, 2024 | 71 | $742.7M |
| Royal Fund Management, LLC | 0001810099 | Jul 18, 2024 | 235 | $742.6M |
| Financial Synergies Wealth Advisors, Inc. | 0002017868 | Jul 23, 2024 | 70 | $742.3M |
| Legato Capital Management LLC | 0001442641 | Jul 26, 2024 | 559 | $742.2M |
| WFM ASIA (BVI) Ltd | 0001632574 | Aug 13, 2024 | 7 | $742.1M |
| Signet Financial Management, LLC | 0001600307 | Aug 2, 2024 | 264 | $741.4M |
| DiNuzzo Private Wealth, Inc. | 0001994563 | Jul 30, 2024 | 1,410 | $740.9M |