| JGP Wealth Management, LLC | 0001748278 | Apr 24, 2024 | 164 | $688.8M |
| Allen Capital Group, LLC | 0001601384 | Apr 15, 2024 | 201 | $688.7M |
| River Wealth Advisors LLC | 0001642570 | May 14, 2024 | 208 | $687.9M |
| Managed Asset Portfolios, LLC | 0001600999 | May 9, 2024 | 40 | $687.0M |
| Keystone Financial Group | 0001729299 | May 8, 2024 | 347 | $686.5M |
| Dendur Capital LP | 0001782124 | May 15, 2024 | 13 | $685.1M |
| Wilkins Investment Counsel Inc. | 0001276853 | May 9, 2024 | 127 | $684.9M |
| McGuire Investment Group, LLC | 0001756959 | Apr 26, 2024 | 116 | $684.6M |
| Resources Management Corp. /CT/ | 0000749044 | May 15, 2024 | 439 | $684.2M |
| Opus Capital Group, LLC | 0001330325 | Apr 26, 2024 | 124 | $684.1M |
| Arbor Investment Advisors, LLC | 0001590073 | Apr 23, 2024 | 111 | $683.0M |
| Pinnacle Wealth Planning Services, Inc. | 0001726752 | May 10, 2024 | 507 | $682.6M |
| Rockbridge Investment Management, LCC | 0001821984 | May 15, 2024 | 118 | $682.4M |
| Bell Asset Management Ltd | 0001681004 | May 14, 2024 | 61 | $682.3M |
| Mechanics Bank Trust Department | 0001439743 | Apr 12, 2024 | 192 | $681.3M |
| Monograph Wealth Advisors, LLC | 0001776588 | May 15, 2024 | 154 | $681.2M |
| Insight Wealth Strategies, LLC | 0001749914 | Apr 5, 2024 | 159 | $681.2M |
| Keebeck Wealth Management | 0001803675 | May 14, 2024 | 276 | $679.9M |
| CastleKnight Management LP | 0001835751 | May 15, 2024 | 277 | $679.3M |
| Financial Management Professionals, Inc. | 0001568132 | Apr 16, 2024 | 1,046 | $678.5M |
| Canandaigua National Bank & Trust Co. | 0001074266 | Apr 1, 2024 | 265 | $678.5M |
| Praesidium Investment Management Company, LLC | 0001320769 | May 15, 2024 | 12 | $677.9M |
| Octavia Wealth Advisors, LLC | 0001841259 | Apr 15, 2024 | 218 | $676.8M |
| Intelligence Driven Advisers, LLC | 0001819955 | May 1, 2024 | 104 | $676.8M |
| Great Lakes Retirement, Inc. | 0001801667 | May 9, 2024 | 215 | $675.6M |
| LaFleur & Godfrey LLC | 0001387458 | Apr 23, 2024 | 134 | $675.5M |
| Stillwater Capital Advisors, LLC | 0001482970 | Apr 16, 2024 | 69 | $675.2M |
| Kahn Brothers Group Inc. | 0001039565 | May 15, 2024 | 53 | $674.4M |
| Flaharty Asset Management, LLC | 0001697882 | May 14, 2024 | 118 | $673.8M |
| Luxor Capital Group, LP | 0001316580 | May 15, 2024 | 31 | $673.6M |
| Ascent Wealth Partners, LLC | 0001546865 | May 1, 2024 | 159 | $673.5M |
| Aviance Capital Partners, LLC | 0001542383 | Apr 18, 2024 | 318 | $672.6M |
| Ullmann Wealth Partners Group, LLC | 0001697725 | May 10, 2024 | 113 | $672.5M |
| Heritage Financial Services, LLC | 0001752035 | May 14, 2024 | 104 | $672.1M |
| Baker Ellis Asset Management LLC | 0001365559 | Apr 17, 2024 | 216 | $671.6M |
| WestBridge Capital Management, LLC | 0001846644 | May 13, 2024 | 3 | $671.0M |
| Vision Capital Management, Inc. | 0001417889 | May 9, 2024 | 120 | $670.4M |
| Silicon Valley Capital Partners | 0001673633 | Apr 29, 2024 | 312 | $670.0M |
| Center for Financial Planning, Inc. | 0001803557 | Apr 25, 2024 | 608 | $669.0M |
| Dock Street Asset Management Inc. | 0001172779 | May 23, 2024 | 47 | $669.0M |
| Stewart & Patten Co. LLC | 0000860580 | Apr 18, 2024 | 94 | $668.9M |
| First Turn Management, LLC | 0001993440 | May 6, 2024 | 34 | $668.5M |
| Bridgewater Advisors Inc. | 0001600319 | Apr 30, 2024 | 102 | $667.9M |
| Continuum Advisory, LLC | 0001846532 | May 13, 2024 | 1,700 | $667.9M |
| Torray Investment Partners LLC | 0000098758 | May 10, 2024 | 92 | $667.9M |
| Patton Albertson Miller Group, LLC | 0001511037 | Apr 24, 2024 | 202 | $667.5M |
| City Holding Co. | 0000726854 | Apr 11, 2024 | 483 | $666.7M |
| RPG Investment Advisory, LLC | 0001666664 | May 7, 2024 | 83 | $666.4M |
| NSI Retail Advisors, LLC | 0001866574 | May 15, 2024 | 42 | $666.2M |
| Financial Planning & Information Services, Inc. | 0001841433 | May 14, 2024 | 86 | $665.6M |
| Magnolia Group, LLC | 0001618376 | May 7, 2024 | 11 | $663.9M |
| Moloney Securities Asset Management, LLC | 0001697934 | May 1, 2024 | 466 | $663.7M |
| Quadratic Capital Management LLC | 0001697722 | Apr 10, 2024 | 2 | $663.2M |
| Koch Industries LLC | 0000923338 | May 13, 2024 | 7 | $662.4M |
| Evermay Wealth Management LLC | 0001066816 | May 14, 2024 | 611 | $662.1M |
| Alaska Wealth Advisors, LLC | 0001731601 | Apr 18, 2024 | 126 | $661.7M |
| Valley National Advisers Inc. | 0000773411 | Apr 19, 2024 | 1,208 | $661.7M |
| Thompson Investment Management, Inc. | 0001277279 | Apr 15, 2024 | 525 | $661.3M |
| Cim, LLC | 0001364725 | May 20, 2024 | 153 | $660.9M |
| Security National Bank | 0001719739 | Apr 15, 2024 | 277 | $660.6M |
| HCR Wealth Advisors | 0001697715 | May 10, 2024 | 223 | $659.4M |
| FDx Advisors, Inc. | 0001566601 | May 3, 2024 | 350 | $658.8M |
| Night Owl Capital Management, LLC | 0001410833 | May 15, 2024 | 29 | $658.7M |
| Fidelis Capital Partners, LLC | 0001962755 | May 6, 2024 | 379 | $658.6M |
| Asset Management Group, Inc. | 0001511550 | May 15, 2024 | 133 | $658.4M |
| Avitas Wealth Management LLC | 0001734565 | Apr 24, 2024 | 204 | $658.2M |
| Auxier Asset Management LLC | 0001105863 | May 8, 2024 | 172 | $657.5M |
| Polunin Capital Partners Ltd | 0001629869 | Apr 26, 2024 | 24 | $657.4M |
| Perennial Investment Advisors, LLC | 0001801523 | May 14, 2024 | 347 | $656.9M |
| Spirepoint Private Client, LLC | 0002022908 | May 10, 2024 | 201 | $656.6M |
| NTV Asset Management LLC | 0001284208 | May 7, 2024 | 251 | $656.2M |
| GCM Grosvenor Holdings, LLC | 0001939480 | May 15, 2024 | 20 | $655.7M |
| Heck Capital Advisors, LLC | 0002046227 | May 19, 2025 | 197 | $655.7M |
| WealthPlan Investment Management, LLC | 0001929986 | May 16, 2024 | 181 | $655.5M |
| WNY Asset Management, LLC | 0001803296 | May 7, 2024 | 233 | $655.2M |
| PPSC Investment Service Corp | 0001964389 | Apr 18, 2024 | 4 | $654.7M |
| Moisand Fitzgerald Tamayo, LLC | 0001649107 | Apr 16, 2024 | 577 | $653.7M |
| Silver Oak Securities, Incorporated | 0001080576 | May 10, 2024 | 480 | $653.5M |
| H&F Corporate Investors VIII, Ltd. | 0001767563 | May 13, 2024 | 2 | $652.6M |
| John G Ullman & Associates Inc. | 0000919530 | May 6, 2024 | 174 | $651.8M |
| Nexpoint Asset Management, L.P. | 0001469877 | May 15, 2024 | 84 | $650.7M |
| Strategies Wealth Advisors, LLC | 0001976435 | Apr 22, 2024 | 98 | $650.0M |
| Teamwork Financial Advisors, LLC | 0001629931 | Apr 19, 2024 | 179 | $649.5M |
| Cornercap Investment Counsel Inc. | 0001062938 | May 10, 2024 | 607 | $649.5M |
| Mengis Capital Management, Inc. | 0001609674 | May 14, 2024 | 216 | $648.5M |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 0002011081 | May 7, 2024 | 37 | $648.4M |
| Freemont Management S.A. | 0001609120 | May 13, 2024 | 73 | $648.0M |
| Estabrook Capital Management | 0001344717 | May 14, 2024 | 358 | $647.3M |
| Nellore Capital Management LLC | 0001846677 | May 15, 2024 | 12 | $647.2M |
| Biondo Investment Advisors, LLC | 0001455176 | May 13, 2024 | 90 | $646.7M |
| K.J. Harrison & Partners Inc | 0001418359 | Apr 26, 2024 | 195 | $646.5M |
| Samsara Biocapital, LLC | 0001744967 | May 15, 2024 | 39 | $646.4M |
| Sahana Capital Management LP | 0001808275 | May 15, 2024 | 8 | $646.1M |
| New England Asset Management Inc. | 0001004244 | May 15, 2024 | 90 | $645.5M |
| Clarity Financial LLC | 0001862145 | Apr 15, 2024 | 116 | $645.1M |
| Cary Street Partners Asset Management LLC | 0001845445 | Apr 30, 2024 | 193 | $644.9M |
| Penn Davis McFarland Inc. | 0001108893 | Apr 25, 2024 | 47 | $644.7M |
| Intrua Financial, LLC | 0001812792 | May 28, 2025 | 411 | $643.1M |
| 9258 Wealth Management, LLC | 0001766506 | May 3, 2024 | 347 | $642.1M |
| Fifth Third Wealth Advisors LLC | 0001899030 | Apr 16, 2024 | 245 | $641.9M |