| Stansberry Asset Management, LLC | 0001725910 | Aug 14, 2025 | 141 | $915.1M |
| Oxbow Advisors, LLC | 0001564770 | Jul 29, 2025 | 209 | $915.0M |
| Orange Investment Advisors, Inc. | 0000943442 | Jul 21, 2025 | 175 | $913.4M |
| Vista Capital Partners, Inc. | 0001486946 | Aug 14, 2025 | 127 | $913.4M |
| Quest Investment Management LLC | 0001036248 | Aug 13, 2025 | 129 | $910.4M |
| Rodgers & Associates, LTD | 0001846515 | Jul 29, 2025 | 103 | $910.3M |
| Kopernik Global Investors, LLC | 0001599814 | Aug 14, 2025 | 22 | $910.0M |
| Harvey Investment Co. LLC | 0001162781 | Jul 23, 2025 | 102 | $910.0M |
| Linden Thomas Advisory Services, LLC | 0001965702 | Jul 31, 2025 | 478 | $908.1M |
| HG Vora Capital Management, LLC | 0001525362 | Aug 14, 2025 | 16 | $907.9M |
| WNY Asset Management, LLC | 0001803296 | Aug 4, 2025 | 222 | $907.5M |
| Trust Co. of Toledo NA | 0001008937 | Jul 24, 2025 | 780 | $906.7M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0001058231 | Jul 25, 2025 | 77 | $905.4M |
| Planning Center, Inc. | 0001910966 | Jul 31, 2025 | 74 | $904.4M |
| Hackensack Meridian Health, Inc. | 0001851813 | Aug 14, 2025 | 6 | $902.8M |
| Harbour Trust & Investment Management Co | 0002003557 | Jul 28, 2025 | 156 | $902.7M |
| MHR Fund Management LLC | 0001277742 | Aug 14, 2025 | 9 | $901.6M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0000885415 | Jul 24, 2025 | 162 | $901.5M |
| BlueCrest Capital Management Ltd | 0001610880 | Aug 14, 2025 | 78 | $901.1M |
| FORA Capital, LLC | 0001742435 | Aug 13, 2025 | 477 | $900.6M |
| Running Oak Capital LLC | 0001803994 | Jul 22, 2025 | 56 | $899.5M |
| Cutler Investment Counsel LLC | 0001285973 | Jul 28, 2025 | 138 | $898.7M |
| Khrom Capital Management LLC | 0001877963 | Aug 14, 2025 | 13 | $897.4M |
| PSG Equity L.L.C. | 0001865991 | Aug 6, 2025 | 1 | $897.4M |
| RW Investment Management LLC | 0001631627 | Aug 13, 2025 | 107 | $897.3M |
| Iron Gate Global Advisors LLC | 0001131181 | Aug 14, 2025 | 83 | $897.3M |
| Schwerin Boyle Capital Management Inc. | 0000937522 | Aug 14, 2025 | 51 | $897.0M |
| Technology Crossover Management X, Ltd. | 0001787727 | Aug 13, 2025 | 6 | $896.6M |
| Kohmann Bosshard Financial Services, LLC | 0001696615 | Aug 12, 2025 | 198 | $896.3M |
| Institute for Wealth Management, LLC. | 0001533954 | Jul 18, 2025 | 559 | $896.0M |
| Abner Herrman & Brock LLC | 0001038661 | Jul 7, 2025 | 55 | $895.9M |
| Wealth Alliance, LLC | 0001793904 | Aug 8, 2025 | 542 | $895.4M |
| Bfsg, LLC | 0001706836 | Jul 15, 2025 | 671 | $893.9M |
| Bensler, LLC | 0001965941 | Aug 6, 2025 | 169 | $893.9M |
| Unison Advisors LLC | 0001695818 | Jul 29, 2025 | 177 | $893.6M |
| BDF-Gestion | 0001632812 | Jul 11, 2025 | 137 | $893.5M |
| SYM FINANCIAL Corp | 0000764739 | Aug 1, 2025 | 420 | $893.5M |
| LVW Advisors, LLC | 0001576053 | Jul 17, 2025 | 326 | $893.2M |
| Jag Capital Management, LLC | 0001080374 | Jul 28, 2025 | 131 | $892.1M |
| Nellore Capital Management LLC | 0001846677 | Aug 14, 2025 | 14 | $891.8M |
| AWM Investment Company, Inc. | 0001535264 | Aug 14, 2025 | 94 | $891.7M |
| Occudo Quantitative Strategies LP | 0001819697 | Aug 14, 2025 | 606 | $890.6M |
| Middleton & Co. Inc. | 0000919497 | Aug 6, 2025 | 161 | $890.3M |
| TRUE Private Wealth Advisors | 0001667074 | Aug 11, 2025 | 244 | $890.0M |
| Graham Holdings Co | 0000104889 | Aug 14, 2025 | 5 | $889.5M |
| Financial Management Professionals, Inc. | 0001568132 | Jul 15, 2025 | 1,016 | $888.8M |
| Penn Davis McFarland Inc. | 0001108893 | Jul 15, 2025 | 76 | $887.9M |
| Aprio Wealth Management, LLC | 0001803519 | Aug 14, 2025 | 410 | $886.6M |
| Trust Co | 0001632554 | Jul 7, 2025 | 414 | $886.1M |
| Pertento Partners LLP | 0001894571 | Aug 13, 2025 | 18 | $885.7M |
| Spirepoint Private Client, LLC | 0002022908 | Jul 16, 2025 | 232 | $885.6M |
| Ally Financial Inc. | 0000040729 | Aug 13, 2025 | 105 | $885.2M |
| Triple Frond Partners LLC | 0001454502 | Aug 15, 2025 | 10 | $884.6M |
| Cynosure Group, LLC | 0001763409 | Aug 12, 2025 | 377 | $882.8M |
| Hartline Investment Corp./ | 0000945625 | Jul 29, 2025 | 104 | $880.6M |
| Sawgrass Asset Management LLC | 0001105467 | Aug 8, 2025 | 181 | $879.6M |
| Octavia Wealth Advisors, LLC | 0001841259 | Jul 16, 2025 | 231 | $879.2M |
| Pekin Hardy Strauss, Inc. | 0001020317 | Aug 6, 2025 | 359 | $877.5M |
| McIlrath & Eck, LLC | 0001701714 | Aug 14, 2025 | 931 | $876.1M |
| Abc Arbitrage SA | 0002049221 | Aug 8, 2025 | 198 | $875.5M |
| TCG Crossover Management, LLC | 0001839948 | Aug 14, 2025 | 38 | $875.5M |
| Synergy Asset Management, LLC | 0001699080 | Jul 21, 2025 | 185 | $874.3M |
| Parthenon LLC | 0001088859 | Jul 29, 2025 | 126 | $874.1M |
| Jackson Thornton Wealth Management, LLC | 0001903880 | Jul 30, 2025 | 153 | $873.2M |
| Coastline Trust Co | 0001324279 | Jul 17, 2025 | 392 | $873.1M |
| UNC Management Company, Inc. | 0001911286 | Aug 14, 2025 | 2 | $872.9M |
| Cheviot Value Management, LLC | 0001427147 | Aug 13, 2025 | 433 | $872.3M |
| Three Seasons Wealth, LLC | 0002044495 | Jul 10, 2025 | 113 | $872.1M |
| Center for Financial Planning, Inc. | 0001803557 | Aug 4, 2025 | 647 | $871.9M |
| Patriot Financial Group Insurance Agency, LLC | 0001694883 | Jul 21, 2025 | 528 | $870.8M |
| CKW Financial Group | 0001600403 | Jul 28, 2025 | 190 | $869.5M |
| MBB Public Markets I LLC | 0001892378 | Aug 14, 2025 | 497 | $868.8M |
| GPS Wealth Strategies Group, LLC | 0001731837 | Aug 5, 2025 | 1,636 | $868.8M |
| Lodestar Private Asset Management LLC | 0001963040 | Jul 25, 2025 | 222 | $867.9M |
| Archon Partners LLC | 0001454424 | Aug 14, 2025 | 35 | $866.8M |
| Laurion Capital Management LP | 0001390202 | Aug 14, 2025 | 254 | $866.5M |
| Taconic Capital Advisors LP | 0001390113 | Aug 14, 2025 | 66 | $866.5M |
| Sierra Capital LLC | 0001787274 | Aug 11, 2025 | 204 | $866.5M |
| ARS Wealth Advisors Group, LLC | 0001886707 | Jul 10, 2025 | 186 | $866.2M |
| Heritage Trust Co | 0001706028 | Aug 12, 2025 | 296 | $866.0M |
| Everhart Financial Group, Inc. | 0001852858 | Aug 7, 2025 | 340 | $865.4M |
| Biglari Capital Corp. | 0001334429 | Aug 14, 2025 | 12 | $865.1M |
| Night Owl Capital Management, LLC | 0001410833 | Aug 14, 2025 | 31 | $864.8M |
| Parkman Healthcare Partners LLC | 0001777015 | Aug 14, 2025 | 87 | $864.4M |
| Prospector Partners LLC | 0001080380 | Aug 8, 2025 | 91 | $861.9M |
| SWF LLC | 0002065728 | Aug 6, 2025 | 6 | $860.9M |
| Atlas FRM LLC | 0001879898 | Aug 13, 2025 | 9 | $858.8M |
| Cortland Associates Inc. | 0001014315 | Jul 23, 2025 | 59 | $856.8M |
| Rossmore Private Capital | 0001733082 | Aug 7, 2025 | 258 | $856.6M |
| Toth Financial Advisory Corp. | 0000866780 | Jul 14, 2025 | 718 | $856.4M |
| Isthmus Partners, LLC | 0001639666 | Aug 13, 2025 | 217 | $856.1M |
| Sheets Smith Wealth Management | 0001157436 | Jul 15, 2025 | 397 | $854.7M |
| Mason Street Advisors, LLC | 0001167711 | Aug 8, 2025 | 15 | $854.5M |
| Relyea Zuckerberg Hanson LLC | 0001793691 | Jul 22, 2025 | 259 | $853.3M |
| Rock Creek Group LLC | 0001484067 | Aug 12, 2025 | 53 | $853.0M |
| Cypress Funds LLC | 0001081198 | Jul 16, 2025 | 15 | $853.0M |
| Curated Wealth Partners LLC | 0001781284 | Jul 28, 2025 | 159 | $852.7M |
| Ashford Capital Management Inc. | 0000897070 | Aug 18, 2025 | 102 | $851.1M |
| Cooper Financial Group | 0001751581 | Jul 18, 2025 | 374 | $850.2M |
| HCR Wealth Advisors | 0001697715 | Jul 17, 2025 | 237 | $849.7M |