| MainStreet Investment Advisors LLC | 0001729854 | Feb 14, 2025 | 150 | $713.4M |
| Total Investment Management Inc. | 0001068804 | Jan 31, 2025 | 75 | $712.7M |
| Lee Financial Co | 0001391166 | Jan 30, 2025 | 182 | $712.2M |
| Stanley-Laman Group, Ltd. | 0001601489 | Jan 29, 2025 | 282 | $712.1M |
| Qtron Investments LLC | 0001768099 | Feb 13, 2025 | 410 | $712.1M |
| MIdWestOne Financial Group, Inc. | 0001412665 | Feb 18, 2025 | 282 | $712.1M |
| Sharkey, Howes & Javer | 0001642246 | Feb 5, 2025 | 145 | $711.8M |
| TrinityPoint Wealth, LLC | 0001766510 | Feb 14, 2025 | 334 | $711.7M |
| WoodTrust Financial Corp | 0001725247 | Feb 6, 2025 | 177 | $710.8M |
| Arbor Investment Advisors, LLC | 0001590073 | Feb 4, 2025 | 106 | $709.7M |
| American Financial Advisors, LLC | 0001767898 | Jan 30, 2025 | 150 | $709.6M |
| Gilbert & Cook, Inc. | 0001675762 | Jan 23, 2025 | 200 | $709.3M |
| Iron Gate Global Advisors LLC | 0001131181 | Feb 13, 2025 | 87 | $708.9M |
| Steel Grove Capital Advisors, LLC | 0001166308 | Feb 14, 2025 | 181 | $708.1M |
| Scarborough Advisors, LLC | 0001815355 | Jan 30, 2025 | 110 | $707.6M |
| Moisand Fitzgerald Tamayo, LLC | 0001649107 | Feb 4, 2025 | 598 | $707.3M |
| Slow Capital, Inc. | 0001716984 | Jan 22, 2025 | 120 | $706.5M |
| MIC Capital Management UK LLP | 0001889830 | Feb 14, 2025 | 14 | $706.3M |
| Informed Momentum Co LLC | 0001510989 | Feb 13, 2025 | 251 | $705.8M |
| City Holding Co. | 0000726854 | Jan 16, 2025 | 468 | $705.6M |
| Kim, LLC | 0001888968 | Feb 11, 2025 | 47 | $705.5M |
| V-Square Quantitative Management LLC | 0001943239 | Jan 30, 2025 | 704 | $705.3M |
| WealthShield Partners, LLC | 0001729303 | Feb 4, 2025 | 489 | $705.2M |
| Atlas Private Wealth Advisors | 0001814234 | Jan 21, 2025 | 170 | $705.2M |
| Massachusetts Institute of Technology | 0000351051 | Feb 12, 2025 | 10 | $705.1M |
| RDST Capital LLC | 0001912187 | Feb 14, 2025 | 20 | $705.0M |
| WealthPLAN Partners, LLC | 0001639943 | Jan 30, 2025 | 240 | $704.9M |
| Per Stirling Capital Management, LLC. | 0001689933 | Feb 13, 2025 | 256 | $704.8M |
| Portfolio Strategies, Inc. | 0001753271 | Jan 28, 2025 | 40 | $704.4M |
| MPM Bioimpact LLC | 0001687078 | Feb 14, 2025 | 47 | $704.4M |
| Southern Farm Bureau Life Insurance | 0001831944 | Jan 17, 2025 | 16 | $703.9M |
| Pamplona Capital Management, LLC | 0001554913 | Feb 12, 2025 | 6 | $703.3M |
| Symmetry Partners, LLC | 0001697493 | Feb 11, 2025 | 129 | $703.1M |
| Cim, LLC | 0001364725 | Mar 3, 2025 | 165 | $702.1M |
| 49 Wealth Management, LLC | 0002022291 | Feb 18, 2025 | 173 | $701.7M |
| Dean Investment Associates, LLC | 0000846797 | Feb 13, 2025 | 215 | $701.7M |
| Sovran Advisors, LLC | 0002051471 | Jan 29, 2025 | 408 | $701.6M |
| Sycomore Asset Management | 0001728681 | Jan 29, 2025 | 73 | $701.3M |
| Security National Bank | 0001719739 | Feb 10, 2025 | 319 | $700.9M |
| Pier Capital, LLC | 0001310051 | Feb 11, 2025 | 118 | $700.8M |
| St. Louis Trust Co | 0001661144 | Feb 7, 2025 | 109 | $699.4M |
| GCM Grosvenor Holdings, LLC | 0001939480 | Feb 14, 2025 | 18 | $699.0M |
| Technology Crossover Management X, Ltd. | 0001787727 | Feb 11, 2025 | 6 | $698.9M |
| Criteria Caixa, S.A.U. | 0002018922 | Feb 14, 2025 | 15 | $698.8M |
| Parr McKnight Wealth Management Group, LLC | 0002026926 | Feb 19, 2025 | 229 | $697.6M |
| Abc Arbitrage SA | 0002049221 | Jan 30, 2025 | 192 | $697.3M |
| Torray Investment Partners LLC | 0000098758 | Feb 6, 2025 | 101 | $697.2M |
| Marietta Wealth Management, LLC | 0001697847 | Jan 24, 2025 | 108 | $697.1M |
| Thompson Investment Management, Inc. | 0001277279 | Jan 28, 2025 | 497 | $695.9M |
| Gryphon Financial Partners LLC | 0001729094 | Feb 6, 2025 | 248 | $695.5M |
| Onyx Bridge Wealth Group LLC | 0001819476 | Jan 27, 2025 | 284 | $694.4M |
| Al Mehwar Commercial Investments LLC | 0001801297 | Feb 14, 2025 | 2 | $694.1M |
| TT International Asset Management LTD | 0001809187 | Jun 16, 2026 | 56 | $693.7M |
| Keebeck Wealth Management | 0001803675 | Feb 14, 2025 | 278 | $693.7M |
| Mosaic Family Wealth Partners, LLC | 0001965241 | Feb 18, 2025 | 212 | $692.7M |
| McGuire Investment Group, LLC | 0001756959 | Jan 21, 2025 | 109 | $692.6M |
| Wallington Asset Management, LLC | 0001426754 | Jan 15, 2025 | 94 | $692.0M |
| Wilkins Investment Counsel Inc. | 0001276853 | Feb 11, 2025 | 128 | $691.6M |
| Condire Management, LP | 0001847739 | Feb 14, 2025 | 20 | $690.6M |
| Pinkerton Wealth, LLC | 0001536446 | Feb 18, 2025 | 129 | $689.5M |
| LGL Partners, LLC | 0001653202 | Feb 4, 2025 | 125 | $688.9M |
| Goldstein Advisors, LLC | 0001963807 | Jan 17, 2025 | 202 | $688.6M |
| Passaic Partners LLC | 0001905809 | Feb 10, 2025 | 14 | $688.4M |
| Ardmore Road Asset Management LP | 0001835730 | Feb 12, 2025 | 36 | $685.8M |
| King Wealth Management Group | 0001568235 | Feb 10, 2025 | 154 | $685.5M |
| Aprio Wealth Management, LLC | 0001803519 | Jan 13, 2025 | 316 | $685.4M |
| Financial Partners Group, Inc | 0001731169 | Jan 24, 2025 | 182 | $685.4M |
| Fort Sheridan Advisors LLC | 0001606666 | Feb 5, 2025 | 246 | $685.2M |
| Flaharty Asset Management, LLC | 0001697882 | Feb 5, 2025 | 128 | $685.0M |
| Covalis Capital LLP | 0001698819 | Feb 13, 2025 | 61 | $684.2M |
| NWF Advisory Services Inc. | 0002045735 | May 14, 2025 | 274 | $682.3M |
| De Lisle Partners LLP | 0002011184 | Feb 13, 2025 | 190 | $682.1M |
| LS Investment Advisors, LLC | 0001455845 | Jan 24, 2025 | 134 | $682.0M |
| Arkos Global Advisors | 0001769089 | Feb 14, 2025 | 129 | $681.6M |
| BSW Wealth Partners | 0001512601 | Jan 22, 2025 | 308 | $681.3M |
| Revolve Wealth Partners, LLC | 0001808992 | Mar 19, 2025 | 219 | $680.9M |
| Vision Capital Management, Inc. | 0001417889 | Jan 27, 2025 | 131 | $680.5M |
| Simcoe Capital Management, LLC | 0001633362 | Feb 14, 2025 | 11 | $680.5M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0001755911 | Feb 11, 2025 | 102 | $680.3M |
| Tairen Capital Ltd | 0001652062 | Feb 14, 2025 | 69 | $680.2M |
| Baker Ellis Asset Management LLC | 0001365559 | Jan 17, 2025 | 215 | $679.6M |
| John G Ullman & Associates Inc. | 0000919530 | Feb 5, 2025 | 172 | $679.6M |
| Zevin Asset Management LLC | 0001394096 | Feb 10, 2025 | 86 | $679.4M |
| Quadcap Wealth Management, LLC | 0002009674 | Feb 14, 2025 | 371 | $679.1M |
| George Kaiser Family Foundation | 0001265376 | Feb 12, 2025 | 17 | $678.8M |
| Dark Forest Capital Management LP | 0001853322 | Feb 14, 2025 | 887 | $678.2M |
| Cullen Investment Group, LTD. | 0000797203 | Jan 13, 2025 | 177 | $678.0M |
| D'Orazio & Associates, Inc. | 0001646821 | Jan 28, 2025 | 237 | $678.0M |
| Jamison Private Wealth Management, Inc. | 0002006637 | Jan 21, 2025 | 205 | $677.3M |
| Twin Focus Capital Partners, LLC | 0001387761 | Feb 13, 2025 | 141 | $676.6M |
| Prime Capital Management Co Ltd | 0001448793 | Feb 14, 2025 | 5 | $676.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0001748861 | Feb 7, 2025 | 452 | $675.0M |
| Managed Asset Portfolios, LLC | 0001600999 | Feb 7, 2025 | 52 | $674.6M |
| One Wealth Advisors, LLC | 0001725297 | Jan 24, 2025 | 250 | $674.0M |
| Colonial Trust Co / SC | 0001954093 | Feb 14, 2025 | 1,321 | $673.1M |
| Novem Group | 0001926783 | Feb 18, 2025 | 361 | $672.6M |
| Ophir Asset Management Pty Ltd | 0001844640 | Feb 14, 2025 | 30 | $671.6M |
| Sendero Wealth Management, LLC | 0001639375 | Jan 14, 2025 | 161 | $671.3M |
| Governors Lane LP | 0001644187 | Feb 14, 2025 | 40 | $670.1M |
| Sanders Morris Harris LLC | 0001053994 | Jan 15, 2025 | 291 | $669.9M |