| Marble Harbor Investment Counsel, LLC | 0001387130 | May 8, 2026 | 192 | $922.9M |
| Old West Investment Management, LLC | 0001549358 | May 12, 2026 | 123 | $922.6M |
| Goldstone Financial Group, LLC | 0002040021 | Apr 24, 2026 | 225 | $922.1M |
| Consolidated Investment Group LLC | 0001556168 | May 4, 2026 | 77 | $922.0M |
| Koch, Inc. | 0002027344 | May 12, 2026 | 8 | $921.9M |
| Clarity Financial LLC | 0001862145 | May 4, 2026 | 118 | $919.3M |
| AssuredPartners Investment Advisors, LLC | 0002055492 | Apr 13, 2026 | 402 | $919.2M |
| Wendell David Associates Inc. | 0000878228 | Apr 23, 2026 | 151 | $918.9M |
| Sierra Capital LLC | 0001787274 | May 15, 2026 | 216 | $917.6M |
| CKW Financial Group | 0001600403 | May 7, 2026 | 166 | $917.0M |
| Black Diamond Financial, LLC | 0001759236 | May 5, 2026 | 185 | $916.5M |
| TT International Asset Management LTD | 0001809187 | Apr 24, 2026 | 48 | $916.0M |
| SR One Capital Management, LP | 0001910264 | May 14, 2026 | 14 | $915.4M |
| Alua Capital Management LP | 0001827442 | May 15, 2026 | 14 | $915.1M |
| Petrus Trust Company, LTA | 0001473429 | May 15, 2026 | 27 | $915.1M |
| Golden State Wealth Management, LLC | 0001776033 | Apr 28, 2026 | 1,609 | $914.8M |
| Destiny Wealth Partners, LLC | 0001844369 | May 11, 2026 | 1,148 | $914.4M |
| Caliber Wealth Management, LLC / KS | 0002067120 | Apr 23, 2026 | 270 | $913.9M |
| Scarborough Advisors, LLC | 0001815355 | May 7, 2026 | 761 | $913.6M |
| Goodnow Investment Group, LLC | 0001362255 | May 15, 2026 | 29 | $912.9M |
| Southeast Asset Advisors, LLC | 0001390003 | May 13, 2026 | 217 | $912.5M |
| Greenvale Capital LLP | 0001768041 | May 15, 2026 | 12 | $912.2M |
| Toth Financial Advisory Corp. | 0000866780 | Apr 16, 2026 | 911 | $910.8M |
| Nan Fung Trinity (hk) Ltd. | 0001781880 | May 5, 2026 | 62 | $910.6M |
| NTV Asset Management LLC | 0001284208 | Apr 28, 2026 | 311 | $909.7M |
| Ironvine Capital Partners, LLC | 0001730478 | May 15, 2026 | 55 | $909.6M |
| CloudAlpha Capital Management Limited/Hong Kong | 0001745907 | May 13, 2026 | 37 | $909.5M |
| Harvey Investment Co. LLC | 0001162781 | Apr 21, 2026 | 98 | $909.5M |
| Perseverance Asset Management International | 0001802695 | May 14, 2026 | 21 | $909.0M |
| Hartline Investment Corp./ | 0000945625 | Apr 29, 2026 | 112 | $908.9M |
| Amanah Holdings Trust | 0002076121 | Apr 8, 2026 | 20 | $908.2M |
| Brehaut David Pascal | 0002106649 | May 14, 2026 | 1 | $907.9M |
| Greenwood Capital Associates LLC | 0001161822 | Apr 29, 2026 | 286 | $907.6M |
| Villere St Denis J & Co. LLC | 0001113629 | Apr 30, 2026 | 76 | $906.9M |
| Schneider Downs Wealth Management Advisors, LP | 0001665359 | May 15, 2026 | 156 | $906.8M |
| Taiyo Life Insurance Co. | 0001254890 | May 7, 2026 | 10 | $906.3M |
| Stockman Wealth Management, Inc. | 0001389400 | Apr 13, 2026 | 178 | $906.2M |
| Redhawk Wealth Advisors, Inc. | 0001535811 | Apr 15, 2026 | 387 | $905.8M |
| Hill Investment Group Partners, LLC | 0001979028 | May 12, 2026 | 50 | $905.6M |
| Per Stirling Capital Management, LLC. | 0001689933 | May 12, 2026 | 308 | $905.0M |
| Abner Herrman & Brock LLC | 0001038661 | Apr 7, 2026 | 108 | $904.9M |
| Permian Investment Partners, LP | 0001472850 | May 15, 2026 | 13 | $904.9M |
| EnCap Investments L.P. | 0001290910 | May 15, 2026 | 4 | $904.8M |
| Sendero Wealth Management, LLC | 0001639375 | Apr 22, 2026 | 205 | $904.1M |
| Asset One Wealth Management LLC | 0002110759 | May 13, 2026 | 336 | $903.8M |
| Octagon Capital Advisors LP | 0001839435 | May 15, 2026 | 29 | $903.6M |
| AWM Investment Company, Inc. | 0001535264 | May 15, 2026 | 98 | $903.4M |
| Evermay Wealth Management LLC | 0001066816 | May 12, 2026 | 594 | $902.1M |
| GCM Grosvenor Holdings, LLC | 0001939480 | May 15, 2026 | 22 | $901.2M |
| Goldstein Advisors, LLC | 0001963807 | Apr 28, 2026 | 228 | $900.2M |
| Teamwork Financial Advisors, LLC | 0001629931 | Apr 9, 2026 | 179 | $900.0M |
| Barlow Wealth Partners, LLC | 0001999928 | Apr 21, 2026 | 137 | $900.0M |
| BlueStem Wealth Partners, LLC | 0001977465 | May 7, 2026 | 124 | $899.9M |
| Denali Advisors LLC | 0001142941 | May 8, 2026 | 307 | $899.7M |
| WealthShield Partners, LLC | 0001729303 | May 1, 2026 | 607 | $897.5M |
| Global Endowment Management, LP | 0001512237 | May 14, 2026 | 126 | $896.1M |
| IAG Wealth Partners, LLC | 0001827261 | Apr 29, 2026 | 509 | $895.9M |
| Insight Wealth Strategies, LLC | 0001749914 | Apr 10, 2026 | 177 | $895.7M |
| First Turn Management, LLC | 0001993440 | May 15, 2026 | 33 | $895.1M |
| Squadra Investments - Gestao DE Recursos Ltda. | 0001577806 | May 15, 2026 | 6 | $894.1M |
| Baring Fintech Fund III Managers Ltd | 0002053281 | May 14, 2026 | 1 | $893.4M |
| BloombergSen Inc. | 0001484047 | May 8, 2026 | 27 | $892.8M |
| Signet Financial Management, LLC | 0001600307 | May 5, 2026 | 299 | $892.0M |
| Financial Management Professionals, Inc. | 0001568132 | Apr 15, 2026 | 962 | $891.6M |
| Adams Asset Advisors, LLC | 0001386929 | Apr 27, 2026 | 88 | $891.5M |
| Quantum Financial Advisors, LLC | 0001929139 | Apr 8, 2026 | 231 | $891.4M |
| James Investment Research, Inc. | 0000810384 | Apr 24, 2026 | 359 | $891.2M |
| Prime Capital Management Co Ltd | 0001448793 | May 6, 2026 | 7 | $891.0M |
| Trustees of Columbia University in the City of New York | 0001420995 | May 15, 2026 | 3 | $891.0M |
| Keebeck Wealth Management | 0001803675 | May 14, 2026 | 426 | $889.0M |
| Cypress Capital Group | 0001341748 | May 15, 2026 | 246 | $888.9M |
| Foundation Resource Management Inc. | 0001179232 | Apr 21, 2026 | 55 | $888.5M |
| Sheets Smith Wealth Management | 0001157436 | Apr 16, 2026 | 393 | $888.5M |
| FJ Capital Management LLC | 0001599170 | May 15, 2026 | 126 | $888.1M |
| Howard Financial Services, LTD. | 0001768130 | Apr 7, 2026 | 222 | $887.9M |
| Griffin Asset Management, Inc. | 0000883803 | Apr 30, 2026 | 228 | $886.6M |
| Jag Capital Management, LLC | 0001080374 | May 6, 2026 | 137 | $886.6M |
| NWF Advisory Services Inc. | 0002045735 | May 4, 2026 | 407 | $885.5M |
| McGuire Investment Group, LLC | 0001756959 | Apr 29, 2026 | 121 | $885.3M |
| Grove Bank & Trust | 0001662212 | Apr 8, 2026 | 856 | $884.4M |
| Invst, LLC | 0001867587 | May 13, 2026 | 331 | $884.4M |
| Motley Fool Wealth Management, LLC | 0001607978 | May 12, 2026 | 124 | $884.2M |
| George Kaiser Family Foundation | 0001265376 | May 14, 2026 | 71 | $882.8M |
| American Express Co. | 0000004962 | May 8, 2026 | 1 | $880.4M |
| Romano Brothers and Company | 0000200648 | Apr 22, 2026 | 319 | $880.2M |
| Capital Advisors, Ltd. LLC | 0001597878 | Apr 16, 2026 | 1,555 | $879.8M |
| 180 Wealth Advisors, LLC | 0001730817 | May 1, 2026 | 472 | $879.8M |
| Dupont Capital Management Corp. | 0001128251 | Apr 23, 2026 | 101 | $878.7M |
| Oak Hill Advisors LP | 0001164688 | May 15, 2026 | 12 | $877.9M |
| Headlands Technologies LLC | 0001570271 | May 13, 2026 | 712 | $877.9M |
| Quadcap Wealth Management, LLC | 0002009674 | May 15, 2026 | 383 | $877.5M |
| True North Advisors, LLC | 0001634556 | May 7, 2026 | 245 | $877.3M |
| Middleton & Co. Inc. | 0000919497 | May 8, 2026 | 164 | $876.9M |
| Souders Financial Advisors | 0001811240 | May 4, 2026 | 216 | $876.4M |
| LVZ, Inc. | 0001574408 | Apr 28, 2026 | 161 | $876.3M |
| Stillwater Capital Advisors, LLC | 0001482970 | Apr 10, 2026 | 68 | $876.1M |
| Absolute Gestao de Investimentos Ltda. | 0001622610 | May 15, 2026 | 70 | $875.3M |
| Parthenon LLC | 0001088859 | Apr 28, 2026 | 127 | $874.7M |
| Atlas Capital Advisors Inc. | 0001434165 | May 11, 2026 | 988 | $874.6M |
| Power Alpha Investment Ltd | 0002014593 | May 8, 2026 | 5 | $874.2M |