| Tremblant Capital Group | 0001353312 | Nov 14, 2025 | 39 | $969.0M |
| Makena Capital Management LLC | 0001359262 | Nov 10, 2025 | 24 | $968.5M |
| McIlrath & Eck, LLC | 0001701714 | Oct 22, 2025 | 939 | $968.4M |
| Penn Davis McFarland Inc. | 0001108893 | Oct 21, 2025 | 76 | $967.6M |
| Harbour Trust & Investment Management Co | 0002003557 | Oct 28, 2025 | 156 | $967.4M |
| Dupont Capital Management Corp. | 0001128251 | Oct 21, 2025 | 109 | $967.0M |
| LVW Advisors, LLC | 0001576053 | Oct 20, 2025 | 346 | $965.9M |
| HCR Wealth Advisors | 0001697715 | Oct 3, 2025 | 244 | $965.7M |
| Mason Street Advisors, LLC | 0001167711 | Oct 31, 2025 | 15 | $964.8M |
| Hartline Investment Corp./ | 0000945625 | Oct 29, 2025 | 114 | $964.3M |
| 12 West Capital Management LP | 0001540531 | Nov 14, 2025 | 17 | $964.1M |
| Iron Gate Global Advisors LLC | 0001131181 | Nov 14, 2025 | 103 | $962.6M |
| Khrom Capital Management LLC | 0001877963 | Nov 14, 2025 | 13 | $962.3M |
| Bensler, LLC | 0001965941 | Nov 3, 2025 | 178 | $962.0M |
| Strategies Wealth Advisors, LLC | 0001976435 | Nov 12, 2025 | 185 | $961.5M |
| Financial Management Professionals, Inc. | 0001568132 | Oct 15, 2025 | 947 | $960.8M |
| Orange Investment Advisors, Inc. | 0000943442 | Oct 16, 2025 | 177 | $960.5M |
| GFI Investment Counsel Ltd. | 0001688774 | Nov 13, 2025 | 25 | $960.1M |
| Institute for Wealth Management, LLC. | 0001533954 | Oct 17, 2025 | 557 | $960.1M |
| Avenir Corp. | 0001033475 | Nov 14, 2025 | 73 | $960.1M |
| MayTech Global Investments, LLC | 0001731134 | Nov 12, 2025 | 24 | $958.3M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0000885415 | Nov 3, 2025 | 164 | $958.0M |
| Lodestar Private Asset Management LLC | 0001963040 | Oct 28, 2025 | 225 | $957.7M |
| Stansberry Asset Management, LLC | 0001725910 | Nov 14, 2025 | 144 | $955.9M |
| Anatole Investment Management Ltd | 0001693745 | Nov 14, 2025 | 13 | $955.8M |
| Marble Harbor Investment Counsel, LLC | 0001387130 | Nov 7, 2025 | 189 | $954.7M |
| Cutler Investment Counsel LLC | 0001285973 | Nov 4, 2025 | 140 | $953.8M |
| Quest Investment Management LLC | 0001036248 | Nov 14, 2025 | 134 | $952.8M |
| Planning Center, Inc. | 0001910966 | Oct 30, 2025 | 74 | $952.7M |
| Diameter Capital Partners LP | 0001727012 | Nov 14, 2025 | 31 | $952.6M |
| Tanager Wealth Management LLP | 0001892929 | Oct 24, 2025 | 132 | $952.4M |
| Relyea Zuckerberg Hanson LLC | 0001793691 | Oct 21, 2025 | 270 | $951.2M |
| PSG Equity L.L.C. | 0001865991 | Nov 6, 2025 | 1 | $951.2M |
| Spirepoint Private Client, LLC | 0002022908 | Oct 22, 2025 | 280 | $951.1M |
| Rock Creek Group LLC | 0001484067 | Nov 12, 2025 | 54 | $950.3M |
| Prescott Group Capital Management, L.L.C. | 0001166152 | Nov 6, 2025 | 238 | $948.6M |
| SeaCrest Wealth Management, LLC | 0001728121 | Nov 13, 2025 | 628 | $947.9M |
| CPC Advisors, LLC | 0001805250 | Oct 27, 2025 | 191 | $947.7M |
| HoldCo Asset Management, LP | 0001724246 | Nov 14, 2025 | 26 | $947.6M |
| ICICI Prudential Asset Management Co Ltd | 0001697850 | Nov 10, 2025 | 158 | $947.2M |
| GPS Wealth Strategies Group, LLC | 0001731837 | Nov 3, 2025 | 1,664 | $947.0M |
| Continuum Advisory, LLC | 0001846532 | Oct 20, 2025 | 437 | $946.0M |
| Summit Wealth Group LLC / Co. | 0002081278 | Nov 14, 2025 | 488 | $945.5M |
| Coppell Advisory Solutions LLC | 0001848433 | Nov 14, 2025 | 395 | $943.7M |
| Sloy Dahl & Holst, LLC | 0001690295 | Oct 14, 2025 | 116 | $943.7M |
| Meteora Capital, LLC | 0001905106 | Nov 17, 2025 | 318 | $943.6M |
| Heritage Trust Co | 0001706028 | Nov 12, 2025 | 299 | $943.5M |
| Kora Management LP | 0001659815 | Nov 14, 2025 | 7 | $941.8M |
| Red Door Wealth Management, LLC | 0001783599 | Oct 10, 2025 | 291 | $941.5M |
| Archon Partners LLC | 0001454424 | Nov 14, 2025 | 39 | $941.1M |
| Cheviot Value Management, LLC | 0001427147 | Oct 31, 2025 | 444 | $940.2M |
| HRTG Gpe, LLC | 0001537455 | Nov 14, 2025 | 8 | $938.0M |
| Harvey Investment Co. LLC | 0001162781 | Oct 22, 2025 | 101 | $937.2M |
| FJ Capital Management LLC | 0001599170 | Nov 14, 2025 | 142 | $936.6M |
| Center for Financial Planning, Inc. | 0001803557 | Nov 6, 2025 | 660 | $935.6M |
| SYM FINANCIAL Corp | 0000764739 | Nov 3, 2025 | 407 | $934.7M |
| Coastline Trust Co | 0001324279 | Oct 21, 2025 | 393 | $931.8M |
| Pinkerton Wealth, LLC | 0001536446 | Nov 13, 2025 | 138 | $930.2M |
| Rossmore Private Capital | 0001733082 | Oct 30, 2025 | 328 | $928.1M |
| Inscription Capital, LLC | 0001767868 | Oct 29, 2025 | 638 | $927.9M |
| Toth Financial Advisory Corp. | 0000866780 | Oct 9, 2025 | 764 | $926.5M |
| Tairen Capital Ltd | 0001652062 | Nov 13, 2025 | 66 | $925.4M |
| Middleton & Co. Inc. | 0000919497 | Oct 29, 2025 | 166 | $925.3M |
| Summit Partners L P | 0000830588 | Nov 4, 2025 | 8 | $924.3M |
| Focused Wealth Management, Inc | 0001586052 | Oct 10, 2025 | 183 | $924.2M |
| Redwood Investment Management, LLC | 0001717479 | Aug 26, 2026 | 281 | $923.4M |
| Cynosure Group, LLC | 0001763409 | Nov 13, 2025 | 371 | $920.7M |
| Massachusetts Institute of Technology | 0000351051 | Nov 13, 2025 | 10 | $920.4M |
| Sunriver Management LLC | 0001663900 | Nov 13, 2025 | 21 | $920.0M |
| Onyx Bridge Wealth Group LLC | 0001819476 | Nov 6, 2025 | 367 | $919.8M |
| Symmetry Partners, LLC | 0001697493 | Oct 15, 2025 | 175 | $918.4M |
| Southeast Asset Advisors, LLC | 0001390003 | Nov 7, 2025 | 209 | $918.3M |
| Teamwork Financial Advisors, LLC | 0001629931 | Oct 8, 2025 | 177 | $918.1M |
| Legato Capital Management LLC | 0001442641 | Nov 12, 2025 | 558 | $918.0M |
| Triple Frond Partners LLC | 0001454502 | Nov 14, 2025 | 11 | $918.0M |
| CKW Financial Group | 0001600403 | Nov 13, 2025 | 188 | $917.4M |
| NTV Asset Management LLC | 0001284208 | Oct 21, 2025 | 311 | $917.3M |
| Night Owl Capital Management, LLC | 0001410833 | Nov 14, 2025 | 30 | $917.3M |
| Nellore Capital Management LLC | 0001846677 | Nov 14, 2025 | 14 | $916.8M |
| Great Lakes Retirement, Inc. | 0001801667 | Nov 12, 2025 | 199 | $916.2M |
| Gladstone Capital Management LLP | 0001353394 | Nov 14, 2025 | 23 | $915.5M |
| Ullmann Wealth Partners Group, LLC | 0001697725 | Oct 17, 2025 | 151 | $915.2M |
| Schwerin Boyle Capital Management Inc. | 0000937522 | Nov 13, 2025 | 47 | $914.9M |
| James Investment Research, Inc. | 0000810384 | Oct 31, 2025 | 356 | $914.9M |
| Leuthold Group, LLC | 0001170152 | Nov 6, 2025 | 205 | $914.0M |
| Biglari Capital Corp. | 0001334429 | Nov 14, 2025 | 12 | $913.2M |
| One Madison Group LLC | 0001728278 | Nov 14, 2025 | 31 | $912.8M |
| Petrus Trust Company, LTA | 0001473429 | Nov 14, 2025 | 164 | $912.7M |
| Pale Fire Capital SE | 0001922318 | Nov 13, 2025 | 52 | $912.4M |
| Quantum Capital Management, LLC / NJ | 0001513125 | Nov 13, 2025 | 33 | $912.1M |
| Jag Capital Management, LLC | 0001080374 | Nov 10, 2025 | 135 | $911.7M |
| Sierra Capital LLC | 0001787274 | Nov 14, 2025 | 207 | $911.6M |
| Bard Financial Services, Inc. | 0001850858 | Oct 17, 2025 | 212 | $911.2M |
| NWF Advisory Services Inc. | 0002045735 | Oct 31, 2025 | 412 | $911.1M |
| Parkman Healthcare Partners LLC | 0001777015 | Nov 14, 2025 | 90 | $910.7M |
| Walmart Inc. | 0000104169 | Oct 24, 2025 | 3 | $909.6M |
| CoreView Capital Management Ltd | 0001842785 | Nov 14, 2025 | 8 | $909.5M |
| Anson Funds Management LP | 0001491072 | Nov 14, 2025 | 93 | $908.2M |
| NJ State Employees Deferred Compensation Plan | 0001483259 | Nov 7, 2025 | 437 | $906.3M |
| Golden State Wealth Management, LLC | 0001776033 | Nov 3, 2025 | 1,667 | $906.2M |