| LVW Advisors, LLC | 0001576053 | Apr 9, 2025 | 297 | $829.7M |
| Sagefield Capital LP | 0001771179 | May 15, 2025 | 109 | $829.7M |
| Running Oak Capital LLC | 0001803994 | Apr 22, 2025 | 56 | $829.1M |
| KWB Wealth | 0001822236 | Apr 10, 2025 | 149 | $828.9M |
| Wealth Alliance, LLC | 0001793904 | May 5, 2025 | 516 | $826.4M |
| Harbour Trust & Investment Management Co | 0002003557 | Apr 28, 2025 | 152 | $825.9M |
| Archon Partners LLC | 0001454424 | May 15, 2025 | 38 | $825.8M |
| Sora Investors LLC | 0001894532 | May 15, 2025 | 66 | $825.3M |
| Naviter Wealth, LLC | 0001855567 | Apr 25, 2025 | 274 | $825.1M |
| Heritage Trust Co | 0001706028 | May 9, 2025 | 300 | $824.9M |
| Keeley-Teton Advisors, LLC | 0001700530 | May 14, 2025 | 362 | $824.8M |
| Pekin Hardy Strauss, Inc. | 0001020317 | Apr 30, 2025 | 359 | $824.6M |
| Vista Capital Partners, Inc. | 0001486946 | May 6, 2025 | 113 | $823.7M |
| Waddell & Associates, LLC | 0001776757 | May 14, 2025 | 159 | $823.6M |
| Octavia Wealth Advisors, LLC | 0001841259 | Apr 14, 2025 | 231 | $823.6M |
| TRUE Private Wealth Advisors | 0001667074 | May 15, 2025 | 232 | $823.2M |
| Jackson Wealth Management, LLC | 0001536799 | Apr 29, 2025 | 169 | $823.2M |
| DDD Partners, LLC | 0001729673 | May 2, 2025 | 102 | $823.1M |
| Philip James Wealth Mangement, LLC | 0002002630 | Apr 24, 2025 | 167 | $822.0M |
| Financial Synergies Wealth Advisors, Inc. | 0002017868 | Apr 30, 2025 | 81 | $821.9M |
| Bfsg, LLC | 0001706836 | Apr 18, 2025 | 674 | $821.8M |
| Rodgers & Associates, LTD | 0001846515 | Apr 22, 2025 | 97 | $820.2M |
| Dendur Capital LP | 0001782124 | May 15, 2025 | 19 | $819.7M |
| Strategies Wealth Advisors, LLC | 0001976435 | May 14, 2025 | 174 | $818.5M |
| Bard Financial Services, Inc. | 0001850858 | Apr 15, 2025 | 209 | $817.7M |
| Griffin Asset Management, Inc. | 0000883803 | Apr 16, 2025 | 199 | $816.9M |
| Tremblant Capital Group | 0001353312 | May 15, 2025 | 44 | $815.9M |
| Sawgrass Asset Management LLC | 0001105467 | Apr 22, 2025 | 176 | $815.5M |
| Southeast Asset Advisors, LLC | 0001390003 | May 14, 2025 | 184 | $815.5M |
| CCM Investment Advisers LLC | 0000931097 | Apr 16, 2025 | 70 | $815.4M |
| L. Roy Papp & Associates, LLP | 0000809339 | Apr 10, 2025 | 174 | $815.2M |
| Graves Light Lenhart Wealth, Inc. | 0001759803 | Apr 9, 2025 | 187 | $814.7M |
| McIlrath & Eck, LLC | 0001701714 | May 16, 2025 | 928 | $814.3M |
| Manchester Capital Management LLC | 0001393389 | May 9, 2025 | 1,169 | $814.3M |
| Barton Investment Management | 0001387818 | Apr 11, 2025 | 46 | $814.1M |
| RW Investment Management LLC | 0001631627 | May 13, 2025 | 97 | $813.7M |
| Parthenon LLC | 0001088859 | May 2, 2025 | 122 | $813.1M |
| Cheviot Value Management, LLC | 0001427147 | May 9, 2025 | 455 | $813.1M |
| Atom Investors LP | 0001738902 | May 15, 2025 | 488 | $812.9M |
| Rossmore Private Capital | 0001733082 | May 13, 2025 | 247 | $812.3M |
| SYM FINANCIAL Corp | 0000764739 | May 6, 2025 | 352 | $811.7M |
| L & S Advisors Inc | 0001392364 | May 9, 2025 | 352 | $810.5M |
| Sunriver Management LLC | 0001663900 | May 14, 2025 | 22 | $810.3M |
| Alibaba Group Holding Ltd | 0001577552 | May 15, 2025 | 3 | $809.5M |
| North Peak Capital Management, LLC | 0001747888 | May 14, 2025 | 7 | $809.2M |
| Quest Investment Management LLC | 0001036248 | May 14, 2025 | 80 | $807.1M |
| KADENSA CAPITAL Ltd | 0001720980 | May 15, 2025 | 57 | $806.1M |
| Trivium Point Advisory, LLC | 0001766564 | May 13, 2025 | 336 | $805.7M |
| Sheets Smith Wealth Management | 0001157436 | Apr 23, 2025 | 356 | $804.8M |
| Oribel Capital Management, LP | 0001661140 | May 14, 2025 | 32 | $804.6M |
| Coastline Trust Co | 0001324279 | Apr 28, 2025 | 392 | $804.5M |
| a16z Perennial Management, L.P. | 0002009275 | May 6, 2025 | 44 | $802.3M |
| Atlas Capital Advisors Inc. | 0001434165 | May 12, 2025 | 981 | $800.5M |
| Fiducient Advisors LLC | 0001729866 | May 15, 2025 | 154 | $800.2M |
| CKW Financial Group | 0001600403 | May 16, 2025 | 196 | $800.2M |
| Night Owl Capital Management, LLC | 0001410833 | May 15, 2025 | 28 | $800.0M |
| American Securities LLC | 0001475483 | May 12, 2025 | 1 | $798.9M |
| Isthmus Partners, LLC | 0001639666 | May 1, 2025 | 211 | $798.8M |
| Bensler, LLC | 0001965941 | Apr 16, 2025 | 157 | $798.8M |
| Talbot Financial, LLC | 0001966180 | Apr 9, 2025 | 62 | $798.3M |
| Aprio Wealth Management, LLC | 0001803519 | May 15, 2025 | 374 | $798.2M |
| Altfest L J & Co. Inc. | 0000712050 | May 9, 2025 | 319 | $797.5M |
| Alley Investment Management Company, LLC | 0001917618 | Apr 28, 2025 | 88 | $797.1M |
| Lodestar Private Asset Management LLC | 0001963040 | Apr 25, 2025 | 216 | $795.4M |
| Aip, LLC | 0001714498 | May 13, 2025 | 2 | $794.9M |
| DiNuzzo Private Wealth, Inc. | 0001994563 | Apr 25, 2025 | 1,381 | $794.4M |
| Infrastructure Capital Advisors, LLC | 0001621802 | May 15, 2025 | 121 | $793.9M |
| Portland Global Advisors LLC | 0001504941 | May 7, 2025 | 130 | $793.7M |
| Cascade Financial Partners, LLC | 0002021208 | May 13, 2025 | 241 | $793.2M |
| 8 Knots Management, LLC | 0001849457 | May 15, 2025 | 18 | $793.1M |
| Synergy Asset Management, LLC | 0001699080 | Apr 22, 2025 | 171 | $793.1M |
| Professional Advisory Services Inc. | 0000894205 | Apr 14, 2025 | 83 | $793.0M |
| Clough Capital Partners L P | 0001276144 | May 15, 2025 | 104 | $792.4M |
| Nemes Rush Group LLC | 0001982273 | May 7, 2025 | 702 | $790.8M |
| James Investment Research, Inc. | 0000810384 | May 2, 2025 | 326 | $787.6M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0001058231 | May 6, 2025 | 72 | $787.1M |
| Mason Street Advisors, LLC | 0001167711 | May 14, 2025 | 13 | $786.1M |
| United Bank | 0001286478 | May 14, 2025 | 136 | $786.1M |
| Unison Advisors LLC | 0001695818 | May 6, 2025 | 175 | $786.0M |
| MIG Capital, LLC | 0001425649 | May 14, 2025 | 53 | $785.9M |
| Parkside Financial Bank & Trust | 0001455267 | May 8, 2025 | 2,732 | $785.5M |
| Mattern Capital Management, LLC | 0001803227 | Apr 23, 2025 | 163 | $785.4M |
| Cabot Wealth Management Inc. | 0001016683 | Apr 22, 2025 | 127 | $785.0M |
| Tensile Capital Management LP | 0001598843 | May 15, 2025 | 18 | $783.8M |
| Luxor Capital Group, LP | 0001316580 | May 15, 2025 | 44 | $783.7M |
| Abner Herrman & Brock LLC | 0001038661 | Apr 8, 2025 | 53 | $783.2M |
| Financial Management Professionals, Inc. | 0001568132 | Apr 10, 2025 | 995 | $782.9M |
| Center for Financial Planning, Inc. | 0001803557 | Apr 22, 2025 | 700 | $782.6M |
| Wallace Capital Management Inc. | 0001459754 | May 15, 2025 | 83 | $781.0M |
| NJ State Employees Deferred Compensation Plan | 0001483259 | May 9, 2025 | 444 | $779.3M |
| Institute for Wealth Management, LLC. | 0001533954 | Apr 21, 2025 | 524 | $777.9M |
| Hook Mill Capital Partners, LP | 0001943395 | May 15, 2025 | 36 | $777.8M |
| Sonnipe Ltd. | 0001946733 | May 15, 2025 | 2 | $777.2M |
| Opus Capital Group, LLC | 0001330325 | Apr 30, 2025 | 125 | $776.9M |
| Continuum Advisory, LLC | 0001846532 | Apr 23, 2025 | 1,658 | $776.4M |
| Onex Canada Asset Management Inc. | 0000905790 | May 15, 2025 | 116 | $776.2M |
| WealthShield Partners, LLC | 0001729303 | May 9, 2025 | 530 | $775.8M |
| Ashford Capital Management Inc. | 0000897070 | May 15, 2025 | 99 | $775.5M |
| 1834 Investment Advisors Co. | 0001138486 | May 9, 2025 | 206 | $775.0M |
| SPX Gestao de Recursos Ltda | 0001589176 | May 14, 2025 | 92 | $773.4M |