| Pinnacle Wealth Planning Services, Inc. | 0001726752 | Aug 9, 2024 | 508 | $699.9M |
| HCR Wealth Advisors | 0001697715 | Aug 7, 2024 | 220 | $699.7M |
| Mechanics Bank Trust Department | 0001439743 | Jul 12, 2024 | 197 | $699.0M |
| NTV Asset Management LLC | 0001284208 | Jul 31, 2024 | 258 | $698.7M |
| Perennial Investment Advisors, LLC | 0001801523 | Aug 9, 2024 | 355 | $698.4M |
| McGuire Investment Group, LLC | 0001756959 | Jul 24, 2024 | 113 | $697.5M |
| River Wealth Advisors LLC | 0001642570 | Aug 13, 2024 | 193 | $697.2M |
| Heritage Financial Services, LLC | 0001752035 | Jul 23, 2024 | 105 | $697.1M |
| Anson Funds Management LP | 0001491072 | Aug 13, 2024 | 135 | $696.1M |
| Hendershot Investments Inc. | 0001541496 | Aug 5, 2024 | 131 | $695.9M |
| Continuum Advisory, LLC | 0001846532 | Jul 19, 2024 | 1,706 | $693.8M |
| ShawSpring Partners LLC | 0001766908 | Aug 14, 2024 | 10 | $693.3M |
| Qtron Investments LLC | 0001768099 | Aug 12, 2024 | 450 | $691.8M |
| Moloney Securities Asset Management, LLC | 0001697934 | Jul 30, 2024 | 477 | $691.8M |
| Center for Financial Planning, Inc. | 0001803557 | Jul 18, 2024 | 585 | $691.7M |
| Trust Co. of Toledo NA | 0001008937 | Jul 8, 2024 | 232 | $691.4M |
| Eubel Brady & Suttman Asset Management Inc. | 0001080382 | Aug 7, 2024 | 92 | $691.2M |
| Wallace Capital Management Inc. | 0001459754 | Aug 16, 2024 | 79 | $690.0M |
| Security National Bank | 0001719739 | Jul 22, 2024 | 288 | $688.7M |
| Resources Management Corp. /CT/ | 0000749044 | Aug 14, 2024 | 429 | $687.1M |
| Strategies Wealth Advisors, LLC | 0001976435 | Jul 29, 2024 | 93 | $686.6M |
| Greatmark Investment Partners, Inc. | 0001540944 | Aug 8, 2024 | 127 | $685.6M |
| Adams Natural Resources Fund, Inc. | 0000216851 | Aug 1, 2024 | 54 | $685.3M |
| Monograph Wealth Advisors, LLC | 0001776588 | Aug 15, 2024 | 104 | $684.3M |
| Gilbert & Cook, Inc. | 0001675762 | Aug 1, 2024 | 212 | $684.1M |
| LGL Partners, LLC | 0001653202 | Aug 1, 2024 | 114 | $684.0M |
| Arbor Investment Advisors, LLC | 0001590073 | Aug 5, 2024 | 101 | $683.9M |
| Dillon & Associates Inc. | 0001054425 | Aug 6, 2024 | 80 | $683.6M |
| Ascent Wealth Partners, LLC | 0001546865 | Jul 31, 2024 | 157 | $682.9M |
| GCM Grosvenor Holdings, LLC | 0001939480 | Aug 14, 2024 | 21 | $682.9M |
| Avitas Wealth Management LLC | 0001734565 | Jul 24, 2024 | 203 | $682.8M |
| Aperture Investors, LLC | 0001787596 | Aug 14, 2024 | 78 | $682.8M |
| Bedel Financial Consulting, Inc. | 0001730511 | Aug 5, 2024 | 250 | $682.3M |
| Keebeck Wealth Management | 0001803675 | Aug 14, 2024 | 262 | $681.7M |
| LaFleur & Godfrey LLC | 0001387458 | Jul 23, 2024 | 136 | $681.5M |
| Cary Street Partners Asset Management LLC | 0001845445 | Jul 22, 2024 | 203 | $680.9M |
| Moneco Advisors, LLC | 0001765690 | Jul 19, 2024 | 418 | $680.4M |
| Cooper Financial Group | 0001751581 | Jul 15, 2024 | 372 | $680.2M |
| Passaic Partners LLC | 0001905809 | Aug 14, 2024 | 11 | $680.2M |
| Newbrook Capital Advisors LP | 0001389875 | Aug 14, 2024 | 18 | $680.0M |
| Liberty Mutual Group Asset Management Inc. | 0001533497 | Feb 14, 2025 | 118 | $679.4M |
| LVW Advisors, LLC | 0001576053 | Jul 15, 2024 | 291 | $679.2M |
| Focused Wealth Management, Inc | 0001586052 | Jul 30, 2024 | 182 | $679.2M |
| Patriot Financial Group Insurance Agency, LLC | 0001694883 | Jul 26, 2024 | 475 | $678.9M |
| FCPM III Services B.V. | 0002013410 | Aug 8, 2024 | 7 | $678.1M |
| Flaharty Asset Management, LLC | 0001697882 | Aug 1, 2024 | 119 | $676.9M |
| RPG Investment Advisory, LLC | 0001666664 | Aug 7, 2024 | 82 | $676.8M |
| City Holding Co. | 0000726854 | Jul 12, 2024 | 459 | $676.5M |
| Biondo Investment Advisors, LLC | 0001455176 | Aug 13, 2024 | 89 | $675.6M |
| Scopia Capital Management LP | 0001279150 | Aug 14, 2024 | 33 | $675.3M |
| Teamwork Financial Advisors, LLC | 0001629931 | Aug 6, 2024 | 137 | $674.6M |
| Managed Asset Portfolios, LLC | 0001600999 | Aug 14, 2024 | 43 | $674.5M |
| Absolute Investment Advisers, LLC | 0001316187 | Jan 31, 2025 | 115 | $674.2M |
| Valley National Advisers Inc. | 0000773411 | Jul 18, 2024 | 1,167 | $673.8M |
| McIlrath & Eck, LLC | 0001701714 | Aug 14, 2024 | 948 | $673.3M |
| Northcape Capital Pty Ltd | 0001686776 | Jul 17, 2024 | 31 | $672.8M |
| Pier Capital, LLC | 0001310051 | Aug 7, 2024 | 127 | $672.3M |
| Vision Capital Management, Inc. | 0001417889 | Aug 7, 2024 | 122 | $672.2M |
| Tanager Wealth Management LLP | 0001892929 | Jul 25, 2024 | 95 | $671.9M |
| Trivium Point Advisory, LLC | 0001766564 | Aug 14, 2024 | 300 | $671.2M |
| Wilkins Investment Counsel Inc. | 0001276853 | Aug 8, 2024 | 126 | $670.6M |
| Naviter Wealth, LLC | 0001855567 | Aug 2, 2024 | 231 | $669.9M |
| CDAM (UK) Ltd | 0001719387 | Aug 13, 2024 | 10 | $669.6M |
| Torray Investment Partners LLC | 0000098758 | Aug 6, 2024 | 93 | $669.4M |
| Hook Mill Capital Partners, LP | 0001943395 | Aug 14, 2024 | 40 | $669.4M |
| Nishkama Capital, LLC | 0001633799 | Aug 14, 2024 | 53 | $669.1M |
| Night Owl Capital Management, LLC | 0001410833 | Aug 14, 2024 | 27 | $668.4M |
| OLP CAPITAL MANAGEMENT Ltd | 0001738126 | Aug 14, 2024 | 5 | $667.9M |
| Gryphon Financial Partners LLC | 0001729094 | Aug 7, 2024 | 266 | $667.9M |
| MayTech Global Investments, LLC | 0001731134 | Aug 8, 2024 | 30 | $667.8M |
| Moisand Fitzgerald Tamayo, LLC | 0001649107 | Jul 31, 2024 | 596 | $667.7M |
| Silver Oak Securities, Incorporated | 0001080576 | Jul 12, 2024 | 489 | $667.0M |
| Simcoe Capital Management, LLC | 0001633362 | Aug 14, 2024 | 14 | $666.4M |
| GPS Wealth Strategies Group, LLC | 0001731837 | Jul 16, 2024 | 1,357 | $665.8M |
| Cim, LLC | 0001364725 | Sep 6, 2024 | 158 | $665.2M |
| Clarity Financial LLC | 0001862145 | Jul 30, 2024 | 122 | $664.7M |
| HHM Wealth Advisors, LLC | 0001750086 | Aug 7, 2024 | 785 | $664.5M |
| Capital Investment Counsel, Inc | 0001418421 | Jul 22, 2024 | 226 | $663.8M |
| Baker Ellis Asset Management LLC | 0001365559 | Jul 9, 2024 | 210 | $663.7M |
| Souders Financial Advisors | 0001811240 | Aug 28, 2024 | 164 | $663.2M |
| Nellore Capital Management LLC | 0001846677 | Aug 15, 2024 | 13 | $663.0M |
| Clayton, Dubilier & Rice, LLC | 0001538642 | Aug 1, 2024 | 4 | $661.9M |
| Orion Resource Partners LP | 0002032200 | Aug 14, 2024 | 18 | $661.7M |
| Avanda Investment Management Pte. Ltd. | 0001650258 | Aug 13, 2024 | 49 | $661.5M |
| WealthPlan Investment Management, LLC | 0001929986 | Aug 9, 2024 | 184 | $661.0M |
| Titleist Asset Management, LLC | 0001977759 | Aug 12, 2024 | 259 | $659.9M |
| South Street Advisors LLC | 0001399706 | Aug 7, 2024 | 71 | $659.8M |
| SPX Gestao de Recursos Ltda | 0001589176 | Aug 26, 2024 | 65 | $659.7M |
| Edgehill Endowment Partners, LLC | 0001676623 | Jul 30, 2024 | 6 | $659.0M |
| Magnolia Group, LLC | 0001618376 | Aug 6, 2024 | 10 | $658.6M |
| Emerald Advisors, LLC | 0001802611 | Jul 15, 2024 | 87 | $658.6M |
| Cooper Investors PTY Ltd. | 0001561728 | Apr 11, 2025 | 44 | $658.1M |
| Asset Management Group, Inc. | 0001511550 | Aug 13, 2024 | 132 | $658.1M |
| Awm Capital, LLC | 0001806820 | Aug 12, 2024 | 89 | $657.9M |
| Greenline Partners, LLC | 0001697323 | Aug 13, 2024 | 131 | $657.1M |
| Biglari Capital Corp. | 0001334429 | Aug 14, 2024 | 12 | $657.0M |
| Albar Capital Ltd | 0001732621 | Aug 14, 2024 | 33 | $656.2M |
| WealthShield Partners, LLC | 0001729303 | Jul 26, 2024 | 466 | $656.2M |
| John G Ullman & Associates Inc. | 0000919530 | Aug 8, 2024 | 179 | $655.5M |
| Great Waters Wealth Management | 0001964535 | Jul 9, 2024 | 104 | $654.8M |