| Nwi Management LP | 0001103887 | Nov 13, 2024 | 39 | $838.7M |
| Wellspring Financial Advisors, LLC | 0001811308 | Nov 13, 2024 | 166 | $838.3M |
| Sierra Capital LLC | 0001787274 | Oct 21, 2024 | 195 | $838.3M |
| TRUE Private Wealth Advisors | 0001667074 | Nov 14, 2024 | 215 | $838.2M |
| Rodgers & Associates, LTD | 0001846515 | Oct 21, 2024 | 95 | $838.1M |
| Jackson Wealth Management, LLC | 0001536799 | Oct 22, 2024 | 161 | $837.8M |
| Wealth Alliance, LLC | 0001793904 | Nov 4, 2024 | 521 | $837.4M |
| Parthenon LLC | 0001088859 | Nov 5, 2024 | 125 | $837.4M |
| Delta Air Lines, Inc. | 0000027904 | Dec 3, 2024 | 5 | $837.4M |
| RWC Asset Advisors (us) LLC | 0001638081 | Oct 31, 2024 | 19 | $836.9M |
| Nebula Research & Development LLC | 0001792635 | Nov 14, 2024 | 901 | $836.1M |
| Journey Advisory Group, LLC | 0001840085 | Nov 12, 2024 | 226 | $835.2M |
| Vancity Investment Management Ltd | 0001846311 | Nov 14, 2024 | 73 | $834.5M |
| Common Fund for Nonprofit Organizations | 0002022949 | Nov 7, 2024 | 24 | $834.4M |
| CoreView Capital Management Ltd | 0001842785 | Nov 15, 2024 | 8 | $834.3M |
| Context Capital Management, LLC | 0001301396 | Nov 14, 2024 | 284 | $834.0M |
| Nexpoint Asset Management, L.P. | 0001469877 | Nov 14, 2024 | 88 | $832.4M |
| Trust Co | 0001632554 | Oct 3, 2024 | 394 | $831.6M |
| Shepherd Financial Partners LLC | 0001696628 | Oct 28, 2024 | 216 | $831.4M |
| Unison Advisors LLC | 0001695818 | Oct 9, 2024 | 179 | $831.3M |
| Professional Advisory Services Inc. | 0000894205 | Oct 17, 2024 | 81 | $830.1M |
| Abner Herrman & Brock LLC | 0001038661 | Oct 8, 2024 | 93 | $828.6M |
| Broad Run Investment Management, LLC | 0001568621 | Nov 14, 2024 | 24 | $828.4M |
| Awm Capital, LLC | 0001806820 | Nov 14, 2024 | 95 | $828.1M |
| Canyon Capital Advisors LLC | 0001074034 | Nov 14, 2024 | 16 | $828.1M |
| Ally Financial Inc. | 0000040729 | Nov 13, 2024 | 107 | $827.9M |
| Jag Capital Management, LLC | 0001080374 | Nov 4, 2024 | 134 | $827.0M |
| CKW Financial Group | 0001600403 | Nov 13, 2024 | 227 | $826.5M |
| Invst, LLC | 0001867587 | Nov 19, 2024 | 253 | $826.2M |
| L. Roy Papp & Associates, LLP | 0000809339 | Oct 24, 2024 | 177 | $826.2M |
| AWM Investment Company, Inc. | 0001535264 | Nov 14, 2024 | 98 | $825.4M |
| Graham Holdings Co | 0000104889 | Nov 14, 2024 | 5 | $825.4M |
| MIG Capital, LLC | 0001425649 | Nov 14, 2024 | 19 | $824.3M |
| Smartleaf Asset Management LLC | 0002010393 | Nov 13, 2024 | 2,904 | $823.9M |
| Forest Avenue Capital Management LP | 0001944889 | Nov 13, 2024 | 21 | $823.7M |
| Mason Street Advisors, LLC | 0001167711 | Nov 12, 2024 | 12 | $823.5M |
| Cortland Associates Inc. | 0001014315 | Oct 29, 2024 | 57 | $823.2M |
| Johnson Financial Group, LLC | 0001706327 | Oct 30, 2024 | 45 | $822.8M |
| Inspire Advisors, LLC | 0001810558 | Oct 17, 2024 | 423 | $822.4M |
| Finepoint Capital LP | 0001608126 | Nov 13, 2024 | 24 | $822.3M |
| Waddell & Associates, LLC | 0001776757 | Nov 12, 2024 | 150 | $822.1M |
| Parkwood LLC | 0001597823 | Nov 14, 2024 | 81 | $822.0M |
| Pertento Partners LLP | 0001894571 | Nov 13, 2024 | 22 | $821.7M |
| Talbot Financial, LLC | 0001966180 | Oct 8, 2024 | 61 | $821.4M |
| Discovery Capital Management, LLC / CT | 0001389507 | Nov 13, 2024 | 59 | $819.5M |
| Savoie Capital LLC | 0002001471 | Nov 15, 2024 | 97 | $818.3M |
| Sheets Smith Wealth Management | 0001157436 | Nov 1, 2024 | 374 | $817.6M |
| Compass Ion Advisors, LLC | 0001621100 | Oct 18, 2024 | 261 | $817.1M |
| Kim, LLC | 0001888968 | Nov 13, 2024 | 39 | $816.4M |
| TT International Asset Management LTD | 0001809187 | Nov 18, 2024 | 57 | $814.9M |
| Crake Asset Management LLP | 0001789082 | Nov 14, 2024 | 12 | $814.5M |
| Philip James Wealth Mangement, LLC | 0002002630 | Oct 31, 2024 | 164 | $814.4M |
| ARS Wealth Advisors Group, LLC | 0001886707 | Oct 15, 2024 | 172 | $814.0M |
| Sunriver Management LLC | 0001663900 | Nov 13, 2024 | 17 | $813.5M |
| Graves Light Lenhart Wealth, Inc. | 0001759803 | Nov 14, 2024 | 191 | $813.1M |
| a16z Perennial Management, L.P. | 0002009275 | Feb 7, 2025 | 42 | $812.4M |
| DE Burlo Group Inc. | 0001134288 | Nov 12, 2024 | 81 | $812.1M |
| Planning Center, Inc. | 0001910966 | Nov 12, 2024 | 73 | $811.7M |
| Octavia Wealth Advisors, LLC | 0001841259 | Oct 10, 2024 | 223 | $811.6M |
| DiNuzzo Private Wealth, Inc. | 0001994563 | Oct 17, 2024 | 1,436 | $810.9M |
| PKO Investment Management Joint-Stock Co | 0002059321 | Mar 13, 2025 | 156 | $810.8M |
| Rossmore Private Capital | 0001733082 | Nov 5, 2024 | 234 | $809.3M |
| ACK Asset Management LLC | 0001510940 | Nov 13, 2024 | 18 | $809.2M |
| Legato Capital Management LLC | 0001442641 | Nov 7, 2024 | 559 | $809.1M |
| Winthrop Advisory Group LLC | 0001739043 | Oct 31, 2024 | 152 | $809.0M |
| Mark Asset Management LP | 0000860176 | Nov 14, 2024 | 45 | $809.0M |
| Beach Investment Counsel Inc. | 0001058800 | Oct 15, 2024 | 225 | $808.5M |
| Intrinsic Edge Capital Management LLC | 0001671754 | Nov 8, 2024 | 93 | $807.2M |
| Capital Advisors, Ltd. LLC | 0001597878 | Oct 24, 2024 | 1,554 | $806.3M |
| Kohmann Bosshard Financial Services, LLC | 0001696615 | Oct 17, 2024 | 203 | $805.5M |
| Financial Management Professionals, Inc. | 0001568132 | Oct 24, 2024 | 1,015 | $805.4M |
| Financial Synergies Wealth Advisors, Inc. | 0002017868 | Oct 7, 2024 | 76 | $805.3M |
| Paradigm Operations LP | 0001911136 | Nov 14, 2024 | 1 | $804.5M |
| RW Investment Management LLC | 0001631627 | Nov 12, 2024 | 94 | $803.7M |
| KRYGER CAPITAL Ltd | 0001911807 | Nov 14, 2024 | 16 | $803.5M |
| Moneco Advisors, LLC | 0001765690 | Oct 25, 2024 | 432 | $803.4M |
| Romano Brothers and Company | 0000200648 | Oct 22, 2024 | 310 | $802.9M |
| Hartline Investment Corp./ | 0000945625 | Nov 5, 2024 | 101 | $801.8M |
| Ashford Capital Management Inc. | 0000897070 | Nov 18, 2024 | 102 | $801.3M |
| Stansberry Asset Management, LLC | 0001725910 | Nov 14, 2024 | 125 | $800.7M |
| Provenance Wealth Advisors, LLC | 0002081584 | Aug 15, 2025 | 597 | $800.4M |
| Opus Capital Group, LLC | 0001330325 | Oct 31, 2024 | 125 | $800.1M |
| Cabot Wealth Management Inc. | 0001016683 | Oct 15, 2024 | 129 | $800.0M |
| Barton Investment Management | 0001387818 | Oct 17, 2024 | 49 | $799.7M |
| Baldwin Investment Management, LLC | 0001346378 | Nov 13, 2024 | 213 | $797.9M |
| Cascade Financial Partners, LLC | 0002021208 | Oct 25, 2024 | 238 | $797.9M |
| Fort Point Capital Partners LLC | 0001589282 | Nov 14, 2024 | 283 | $797.8M |
| Hook Mill Capital Partners, LP | 0001943395 | Nov 14, 2024 | 41 | $796.7M |
| Hudson Way Capital Management LLC | 0001697597 | Nov 14, 2024 | 15 | $796.7M |
| Portland Global Advisors LLC | 0001504941 | Nov 13, 2024 | 135 | $795.5M |
| Condire Management, LP | 0001847739 | Nov 14, 2024 | 17 | $795.5M |
| McClarren Financial Advisors, Inc. | 0001842974 | Oct 18, 2024 | 271 | $795.5M |
| Mattern Capital Management, LLC | 0001803227 | Oct 24, 2024 | 156 | $794.6M |
| Private Advisory Group LLC | 0001632965 | Oct 9, 2024 | 195 | $793.8M |
| Central Pacific Bank - Trust Division | 0002020066 | Oct 2, 2024 | 861 | $793.1M |
| Bensler, LLC | 0001965941 | Oct 31, 2024 | 164 | $792.9M |
| Community Bank, N.A. | 0001632187 | Nov 14, 2024 | 390 | $792.8M |
| Cutler Investment Counsel LLC | 0001285973 | Nov 6, 2024 | 127 | $792.7M |
| Institute for Wealth Management, LLC. | 0001533954 | Nov 12, 2024 | 550 | $792.4M |
| Oak Root LLC | 0002027377 | Oct 30, 2024 | 15 | $792.4M |