| Archford Capital Strategies, LLC | 0001606609 | Apr 15, 2026 | 341 | $873.4M |
| Burns J W & Co. Inc. | 0001047339 | Apr 17, 2026 | 183 | $872.8M |
| Genus Capital Management Inc. | 0001532385 | May 4, 2026 | 189 | $872.6M |
| Private Capital Advisors, Inc. | 0001350780 | May 12, 2026 | 73 | $872.0M |
| Boulay Financial Advisors, LLC | 0002056342 | May 13, 2026 | 5 | $871.3M |
| Wallace Capital Management Inc. | 0001459754 | May 15, 2026 | 75 | $870.8M |
| River Wealth Advisors LLC | 0001642570 | May 13, 2026 | 205 | $870.8M |
| Pacific Life Fund Advisors LLC | 0001499091 | May 1, 2026 | 21 | $870.5M |
| Twin Focus Capital Partners, LLC | 0001387761 | May 14, 2026 | 172 | $870.1M |
| Bedel Financial Consulting, Inc. | 0001730511 | May 4, 2026 | 293 | $870.0M |
| Novem Group | 0001926783 | Apr 13, 2026 | 424 | $869.7M |
| Philip James Wealth Mangement, LLC | 0002002630 | Apr 28, 2026 | 157 | $869.7M |
| Cabot Wealth Management Inc. | 0001016683 | Apr 27, 2026 | 139 | $869.5M |
| Hanson & Doremus Investment Management | 0001393944 | Apr 17, 2026 | 534 | $869.2M |
| IDG China Capital Fund III Associates L.P. | 0001649614 | May 1, 2026 | 2 | $868.3M |
| Blue Grotto Capital, LLC | 0001764725 | May 15, 2026 | 21 | $867.6M |
| L. Roy Papp & Associates, LLP | 0000809339 | Apr 14, 2026 | 184 | $867.4M |
| HHM Wealth Advisors, LLC | 0001750086 | Apr 17, 2026 | 875 | $866.9M |
| Northcape Capital Pty Ltd | 0001686776 | May 5, 2026 | 8 | $866.7M |
| Havemeyer Place LP | 0002026128 | May 13, 2026 | 498 | $866.7M |
| RMG Wealth Management LLC | 0001844731 | May 14, 2026 | 606 | $866.4M |
| Informed Momentum Co LLC | 0001510989 | May 13, 2026 | 273 | $866.2M |
| New England Private Wealth Advisors LLC | 0001582813 | May 8, 2026 | 194 | $866.2M |
| Makena Capital Management LLC | 0001359262 | May 11, 2026 | 27 | $866.1M |
| One Madison Group LLC | 0001728278 | May 15, 2026 | 28 | $865.8M |
| Cache Advisors, LLC | 0002052593 | Apr 17, 2026 | 191 | $865.8M |
| Rodgers Brothers Inc. | 0001397290 | May 14, 2026 | 242 | $865.5M |
| Discerene Group LP | 0001632958 | May 14, 2026 | 11 | $863.7M |
| Wedbush Fund Advisers, LLC | 0002070852 | Aug 5, 2026 | 77 | $863.4M |
| Adams Natural Resources Fund, Inc. | 0000216851 | Apr 22, 2026 | 54 | $862.6M |
| Two Sigma Securities, LLC | 0001450144 | May 15, 2026 | 1,599 | $860.9M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0002149956 | Sep 2, 2026 | 189 | $860.4M |
| Ascent Wealth Partners, LLC | 0001546865 | May 6, 2026 | 188 | $860.3M |
| Jabodon PT Co. | 0001594167 | May 8, 2026 | 8 | $860.3M |
| Benchstone Capital Management LP | 0002016777 | May 15, 2026 | 38 | $859.5M |
| Ophir Asset Management Pty Ltd | 0001844640 | May 15, 2026 | 34 | $858.7M |
| Philosophy Capital Management LLC | 0001869199 | May 15, 2026 | 36 | $858.1M |
| Night Owl Capital Management, LLC | 0001410833 | May 15, 2026 | 30 | $858.0M |
| Total Investment Management Inc. | 0001068804 | Apr 13, 2026 | 89 | $857.8M |
| U S Global Investors Inc. | 0000754811 | May 1, 2026 | 135 | $857.6M |
| Foguth Wealth Management, LLC. | 0002016322 | Jun 1, 2026 | 211 | $857.3M |
| Quest Investment Management LLC | 0001036248 | May 15, 2026 | 122 | $856.8M |
| St. Louis Trust Co | 0001661144 | May 14, 2026 | 145 | $856.5M |
| Caledonia Investments PLC | 0001037766 | Apr 22, 2026 | 15 | $855.9M |
| Baldwin Investment Management, LLC | 0001346378 | May 12, 2026 | 210 | $855.7M |
| Violich Capital Management, Inc. | 0001326766 | Apr 8, 2026 | 118 | $855.4M |
| Aviance Capital Partners, LLC | 0001542383 | May 6, 2026 | 368 | $854.0M |
| Greatmark Investment Partners, Inc. | 0001540944 | Apr 28, 2026 | 145 | $853.6M |
| FORM Wealth Advisors, LLC | 0002053294 | Apr 13, 2026 | 58 | $853.6M |
| Absher Wealth Management, LLC | 0001802534 | May 4, 2026 | 70 | $852.9M |
| Absolute Investment Advisers, LLC | 0001316187 | Apr 22, 2026 | 122 | $852.1M |
| United Services Automobile Association | 0001021249 | May 13, 2026 | 14 | $850.6M |
| Evelyn Partners Investment Management Services Ltd | 0002065205 | May 15, 2026 | 281 | $850.0M |
| Embree Financial Group | 0002020860 | Apr 24, 2026 | 261 | $849.1M |
| Board of Trustees of The Leland Stanford Junior University | 0001315828 | May 7, 2026 | 22 | $848.7M |
| Silverarc Capital Management, LLC | 0001816307 | May 14, 2026 | 67 | $848.6M |
| Legacy Advisors, LLC | 0001720969 | May 5, 2026 | 279 | $848.2M |
| Catalyst Financial Partners LLC | 0001927537 | May 12, 2026 | 370 | $846.9M |
| Ninepoint Partners LP | 0001715635 | Aug 11, 2026 | 147 | $845.8M |
| Oasis Management Co Ltd. | 0001317904 | May 15, 2026 | 104 | $845.6M |
| Eubel Brady & Suttman Asset Management Inc. | 0001080382 | May 11, 2026 | 113 | $845.1M |
| Archon Partners LLC | 0001454424 | May 15, 2026 | 39 | $845.0M |
| Fractal Investments LLC | 0001843590 | Apr 13, 2026 | 81 | $845.0M |
| VR Advisory Services Ltd | 0001348145 | May 15, 2026 | 40 | $844.9M |
| Occidental Asset Management, LLC | 0001770994 | Apr 16, 2026 | 282 | $844.1M |
| State of Wyoming | 0001821626 | May 13, 2026 | 1,783 | $843.7M |
| Baker Ellis Asset Management LLC | 0001365559 | Apr 17, 2026 | 254 | $842.5M |
| Patton Albertson Miller Group, LLC | 0001511037 | Apr 21, 2026 | 212 | $842.3M |
| Bbfit Investments Pte Ltd. | 0002094345 | May 15, 2026 | 7 | $841.9M |
| Marietta Wealth Management, LLC | 0001697847 | Apr 21, 2026 | 129 | $841.4M |
| Walmart Inc. | 0000104169 | May 8, 2026 | 3 | $840.4M |
| Community Bank, N.A. | 0001632187 | May 12, 2026 | 501 | $840.1M |
| Seilern Investment Management Ltd | 0001817797 | Apr 7, 2026 | 24 | $838.5M |
| Semper Augustus Investments | 0001115373 | May 15, 2026 | 44 | $837.3M |
| Claret Asset Management Corp | 0001735513 | May 11, 2026 | 355 | $837.2M |
| Eagle Strategies LLC | 0001907666 | Apr 20, 2026 | 258 | $837.1M |
| De Lisle Partners LLP | 0002011184 | May 13, 2026 | 174 | $835.9M |
| Financial Partners Group, Inc | 0001731169 | Apr 13, 2026 | 227 | $835.9M |
| MBB Public Markets I LLC | 0001892378 | May 15, 2026 | 24 | $835.2M |
| Mattern Capital Management, LLC | 0001803227 | May 4, 2026 | 170 | $834.9M |
| Managed Asset Portfolios, LLC | 0001600999 | May 7, 2026 | 51 | $834.4M |
| Family Manage LLC | 0001539947 | May 15, 2026 | 305 | $833.9M |
| Suncoast Equity Management | 0001315059 | May 8, 2026 | 101 | $833.3M |
| Nicola Wealth Management LTD. | 0001734493 | May 7, 2026 | 62 | $833.0M |
| Alaska Wealth Advisors, LLC | 0001731601 | Apr 24, 2026 | 85 | $832.8M |
| ICICI Prudential Asset Management Co Ltd | 0001697850 | May 11, 2026 | 155 | $832.6M |
| Ramirez Asset Management, Inc. | 0001992110 | May 12, 2026 | 349 | $831.7M |
| Accurate Wealth Management, LLC | 0001877728 | Apr 23, 2026 | 533 | $830.9M |
| Shenkman Capital Management Inc. | 0001275228 | May 12, 2026 | 81 | $830.6M |
| Claro Advisors Inc. | 0001764386 | Apr 21, 2026 | 506 | $830.1M |
| RPG Investment Advisory, LLC | 0001666664 | May 14, 2026 | 92 | $829.0M |
| Engine Capital Management, LP | 0001665590 | May 15, 2026 | 26 | $828.4M |
| Fort Sheridan Advisors LLC | 0001606666 | May 6, 2026 | 282 | $827.6M |
| Wealth Enhancement Trust Services, Inc. | 0002067696 | Apr 8, 2026 | 779 | $826.5M |
| Passaic Partners LLC | 0001905809 | May 15, 2026 | 13 | $825.8M |
| Sirios Capital Management L P | 0001104883 | May 15, 2026 | 81 | $824.8M |
| MJP Associates Inc. | 0000715113 | May 5, 2026 | 228 | $823.2M |
| Parkside Investments, LLC | 0001706248 | Apr 8, 2026 | 98 | $823.1M |
| Mayflower Financial Advisors, LLC | 0001852930 | Apr 23, 2026 | 442 | $822.8M |
| Jamison Private Wealth Management, Inc. | 0002006637 | Apr 27, 2026 | 214 | $822.2M |