| Insight Wealth Strategies, LLC | 0001749914 | Oct 6, 2025 | 171 | $848.7M |
| Moisand Fitzgerald Tamayo, LLC | 0001649107 | Oct 23, 2025 | 575 | $848.7M |
| BTG Pactual Asset Management US LLC | 0001569579 | Nov 13, 2025 | 234 | $848.5M |
| Southern Farm Bureau Life Insurance | 0001831944 | Oct 14, 2025 | 16 | $847.9M |
| Private Wealth Asset Management, LLC | 0001883006 | Nov 3, 2025 | 1,093 | $847.6M |
| Quadcap Wealth Management, LLC | 0002009674 | Nov 14, 2025 | 392 | $846.9M |
| Cortland Associates Inc. | 0001014315 | Oct 23, 2025 | 64 | $846.6M |
| RPG Investment Advisory, LLC | 0001666664 | Oct 23, 2025 | 84 | $846.5M |
| Great Waters Wealth Management | 0001964535 | Oct 14, 2025 | 114 | $846.4M |
| Keebeck Wealth Management | 0001803675 | Nov 14, 2025 | 356 | $846.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0001748861 | Oct 24, 2025 | 514 | $845.4M |
| Goldstone Financial Group, LLC | 0002040021 | Oct 17, 2025 | 215 | $845.3M |
| Professional Advisory Services Inc. | 0000894205 | Oct 29, 2025 | 81 | $842.9M |
| Schneider Downs Wealth Management Advisors, LP | 0001665359 | Nov 17, 2025 | 148 | $842.7M |
| Engine Capital Management, LP | 0001665590 | Nov 14, 2025 | 27 | $842.2M |
| Aviance Capital Partners, LLC | 0001542383 | Oct 29, 2025 | 363 | $842.1M |
| Souders Financial Advisors | 0001811240 | Nov 4, 2025 | 206 | $840.9M |
| Violich Capital Management, Inc. | 0001326766 | Oct 29, 2025 | 109 | $840.4M |
| Capricorn Investment Group LLC | 0001536261 | Nov 14, 2025 | 5 | $840.4M |
| Moloney Securities Asset Management, LLC | 0001697934 | Nov 5, 2025 | 497 | $840.3M |
| Archford Capital Strategies, LLC | 0001606609 | Oct 17, 2025 | 324 | $840.0M |
| BDF-Gestion | 0001632812 | Oct 9, 2025 | 143 | $840.0M |
| WoodTrust Financial Corp | 0001725247 | Oct 28, 2025 | 185 | $839.8M |
| Nelson Capital Management, LLC | 0001512611 | Nov 13, 2025 | 108 | $839.7M |
| Claret Asset Management Corp | 0001735513 | Nov 13, 2025 | 407 | $839.4M |
| Novem Group | 0001926783 | Nov 10, 2025 | 399 | $839.2M |
| United Bank | 0001286478 | Nov 7, 2025 | 128 | $839.1M |
| Wealth Management Nebraska | 0002042783 | Nov 3, 2025 | 92 | $839.0M |
| Steel Grove Capital Advisors, LLC | 0001166308 | Nov 14, 2025 | 178 | $837.8M |
| Allen Operations LLC | 0001389544 | Nov 6, 2025 | 37 | $837.7M |
| Absher Wealth Management, LLC | 0001802534 | Oct 22, 2025 | 90 | $836.9M |
| Tran Capital Management, L.P. | 0001009262 | Oct 23, 2025 | 71 | $836.6M |
| Cypress Capital Group | 0001341748 | Nov 3, 2025 | 224 | $836.4M |
| Per Stirling Capital Management, LLC. | 0001689933 | Nov 12, 2025 | 281 | $836.2M |
| Condire Management, LP | 0001847739 | Nov 14, 2025 | 20 | $835.4M |
| Greatmark Investment Partners, Inc. | 0001540944 | Oct 31, 2025 | 149 | $834.1M |
| Revolve Wealth Partners, LLC | 0001808992 | Oct 14, 2025 | 232 | $833.5M |
| IAG Wealth Partners, LLC | 0001827261 | Nov 12, 2025 | 526 | $832.5M |
| Prime Capital Management Co Ltd | 0001448793 | Nov 14, 2025 | 6 | $832.4M |
| RTD Financial Advisors, Inc. | 0001810555 | Oct 14, 2025 | 107 | $832.1M |
| Morgan Stanley Institutional Investment Advisors LLC | 0002026079 | Nov 13, 2025 | 3 | $832.0M |
| Goehring & Rozencwajg Associates, LLC | 0001863154 | Nov 10, 2025 | 42 | $830.9M |
| Passaic Partners LLC | 0001905809 | Nov 13, 2025 | 11 | $830.6M |
| Prospector Partners LLC | 0001080380 | Nov 7, 2025 | 90 | $830.5M |
| Royal Fund Management, LLC | 0001810099 | Oct 29, 2025 | 216 | $830.4M |
| DE Burlo Group Inc. | 0001134288 | Nov 13, 2025 | 78 | $829.9M |
| Catalyst Financial Partners LLC | 0001927537 | Nov 12, 2025 | 316 | $829.1M |
| V3 Holding Ltd | 0001887845 | Nov 14, 2025 | 1 | $829.1M |
| Euro Pacific Asset Management, LLC | 0001796651 | Oct 14, 2025 | 89 | $828.7M |
| Patton Albertson Miller Group, LLC | 0001511037 | Nov 3, 2025 | 207 | $828.2M |
| Viking Fund Management LLC | 0001169069 | Oct 10, 2025 | 141 | $827.4M |
| Community Bank, N.A. | 0001632187 | Nov 14, 2025 | 498 | $826.8M |
| Central Pacific Bank - Trust Division | 0002020066 | Oct 2, 2025 | 830 | $826.7M |
| Curated Wealth Partners LLC | 0001781284 | Oct 9, 2025 | 157 | $826.7M |
| LaFleur & Godfrey LLC | 0001387458 | Nov 10, 2025 | 142 | $824.7M |
| MIdWestOne Financial Group, Inc. | 0001412665 | Nov 6, 2025 | 302 | $823.4M |
| Goldstein Advisors, LLC | 0001963807 | Oct 21, 2025 | 204 | $822.9M |
| Greenline Partners, LLC | 0001697323 | Nov 17, 2025 | 144 | $822.9M |
| Symphony Financial, Ltd. Co. | 0001800687 | Oct 31, 2025 | 270 | $821.7M |
| Disciplina Capital Management LLC | 0001993404 | Nov 10, 2025 | 62 | $821.6M |
| Occudo Quantitative Strategies LP | 0001819697 | Nov 14, 2025 | 643 | $821.2M |
| Pertento Partners LLP | 0001894571 | Nov 13, 2025 | 15 | $821.0M |
| Capital Investment Counsel, Inc | 0001418421 | Oct 31, 2025 | 196 | $820.9M |
| 180 Wealth Advisors, LLC | 0001730817 | Oct 16, 2025 | 455 | $820.7M |
| Quantum Financial Advisors, LLC | 0001929139 | Oct 8, 2025 | 201 | $820.4M |
| Hill Investment Group Partners, LLC | 0001979028 | Nov 14, 2025 | 54 | $820.3M |
| Ion Asset Management Ltd. | 0001603837 | Nov 14, 2025 | 61 | $818.4M |
| CVC Management Holdings II Ltd. | 0002023131 | Nov 14, 2025 | 3 | $818.1M |
| Marietta Wealth Management, LLC | 0001697847 | Oct 20, 2025 | 120 | $817.8M |
| Newbrook Capital Advisors LP | 0001389875 | Nov 14, 2025 | 20 | $817.6M |
| Howard Financial Services, LTD. | 0001768130 | Oct 23, 2025 | 199 | $817.3M |
| Parvus Asset Management Jersey Ltd | 0002061470 | Nov 14, 2025 | 1 | $817.1M |
| Newtyn Management, LLC | 0001569241 | Nov 14, 2025 | 33 | $816.9M |
| Angelo Gordon & Co., L.P. | 0000860662 | Nov 14, 2025 | 46 | $816.7M |
| Destiny Wealth Partners, LLC | 0001844369 | Oct 6, 2025 | 205 | $816.3M |
| 1834 Investment Advisors Co. | 0001138486 | Oct 31, 2025 | 204 | $814.9M |
| Fund 1 Investments, LLC | 0001959730 | Nov 14, 2025 | 53 | $814.8M |
| Consolidated Investment Group LLC | 0001556168 | Oct 29, 2025 | 69 | $814.1M |
| De Lisle Partners LLP | 0002011184 | Nov 13, 2025 | 172 | $814.1M |
| Bank Hapoalim BM | 0000902528 | Oct 29, 2025 | 124 | $813.2M |
| Baker Ellis Asset Management LLC | 0001365559 | Oct 23, 2025 | 249 | $812.0M |
| Rodgers Brothers Inc. | 0001397290 | Nov 12, 2025 | 235 | $811.7M |
| Vision Capital Management, Inc. | 0001417889 | Oct 23, 2025 | 145 | $810.6M |
| Cat Rock Capital Management LP | 0001654648 | Nov 14, 2025 | 16 | $810.4M |
| Ally Financial Inc. | 0000040729 | Nov 13, 2025 | 105 | $809.9M |
| Sawgrass Asset Management LLC | 0001105467 | Oct 31, 2025 | 179 | $809.7M |
| Ophir Asset Management Pty Ltd | 0001844640 | Nov 14, 2025 | 29 | $809.7M |
| Legacy Advisors, LLC | 0001720969 | Nov 13, 2025 | 250 | $809.6M |
| Infrastructure Capital Advisors, LLC | 0001621802 | Nov 14, 2025 | 137 | $808.1M |
| Managed Asset Portfolios, LLC | 0001600999 | Nov 12, 2025 | 51 | $807.7M |
| Qtron Investments LLC | 0001768099 | Nov 14, 2025 | 407 | $807.6M |
| McGowan Group Asset Management, Inc. | 0001633227 | Nov 13, 2025 | 121 | $806.5M |
| Stockman Wealth Management, Inc. | 0001389400 | Oct 16, 2025 | 175 | $805.8M |
| Wallace Capital Management Inc. | 0001459754 | Nov 14, 2025 | 77 | $804.7M |
| Arista Wealth Management, LLC | 0001964758 | Nov 6, 2025 | 270 | $803.8M |
| BSW Wealth Partners | 0001512601 | Oct 15, 2025 | 324 | $802.9M |
| Financial Partners Group, Inc | 0001731169 | Oct 17, 2025 | 220 | $802.9M |
| St. Louis Trust Co | 0001661144 | Nov 7, 2025 | 122 | $802.1M |
| Broad Bay Capital Management, LP | 0001759115 | Nov 14, 2025 | 24 | $801.7M |
| Semper Augustus Investments | 0001115373 | Nov 14, 2025 | 38 | $801.2M |