| Legacy Edge Advisors, LLC | 0002105396 | Aug 17, 2026 | 198 | $748.9M |
| Logos Global Management LP | 0001792126 | Aug 14, 2025 | 45 | $748.6M |
| Hendershot Investments Inc. | 0001541496 | Aug 13, 2025 | 129 | $748.4M |
| Hanson & Doremus Investment Management | 0001393944 | Jul 17, 2025 | 474 | $747.6M |
| Pandi, LLC | 0002058702 | Jul 28, 2025 | 4 | $747.2M |
| V-Square Quantitative Management LLC | 0001943239 | Jul 17, 2025 | 617 | $746.8M |
| Consolidated Investment Group LLC | 0001556168 | Jul 21, 2025 | 65 | $746.6M |
| Sharkey, Howes & Javer | 0001642246 | Jul 10, 2025 | 154 | $745.9M |
| Quantitative Investment Management, LLC | 0001445911 | Aug 14, 2025 | 296 | $745.8M |
| Goldstein Advisors, LLC | 0001963807 | Jul 29, 2025 | 210 | $744.4M |
| Aperture Investors, LLC | 0001787596 | Aug 14, 2025 | 78 | $744.1M |
| Destiny Wealth Partners, LLC | 0001844369 | Jul 16, 2025 | 192 | $744.1M |
| BTG Pactual Asset Management US LLC | 0001569579 | Aug 14, 2025 | 206 | $743.4M |
| Cim, LLC | 0001364725 | Aug 19, 2025 | 168 | $742.8M |
| Greenline Partners, LLC | 0001697323 | Aug 14, 2025 | 143 | $742.0M |
| Beacon Capital Management, LLC | 0001921487 | Jul 17, 2025 | 1,073 | $740.8M |
| Gilbert & Cook, Inc. | 0001675762 | Aug 5, 2025 | 206 | $740.0M |
| Hound Partners, LLC | 0001353316 | Aug 14, 2025 | 28 | $739.9M |
| Wealth Management Nebraska | 0002042783 | Jul 23, 2025 | 82 | $739.8M |
| Sargent Investment Group, LLC | 0001766157 | Aug 14, 2025 | 235 | $739.6M |
| Quantum Financial Advisors, LLC | 0001929139 | Jul 11, 2025 | 181 | $738.9M |
| King Wealth Management Group | 0001568235 | Aug 8, 2025 | 158 | $737.1M |
| First Hawaiian Bank | 0000764106 | Jul 3, 2025 | 95 | $736.8M |
| Dillon & Associates Inc. | 0001054425 | Aug 5, 2025 | 77 | $736.7M |
| Resources Management Corp. /CT/ | 0000749044 | Aug 15, 2025 | 421 | $736.4M |
| Parkside Investments, LLC | 0001706248 | Jul 18, 2025 | 90 | $736.1M |
| Dynamic Technology Lab Private Ltd | 0001535387 | Aug 12, 2025 | 887 | $736.0M |
| Stockman Wealth Management, Inc. | 0001389400 | Jul 17, 2025 | 173 | $735.9M |
| Wallace Capital Management Inc. | 0001459754 | Aug 14, 2025 | 72 | $733.9M |
| Clark Asset Management, LLC | 0002062026 | Aug 1, 2025 | 197 | $733.7M |
| Permanens Capital L.P. | 0001599637 | Aug 14, 2025 | 68 | $733.3M |
| Bank Hapoalim BM | 0000902528 | Jul 22, 2025 | 123 | $733.0M |
| Bedel Financial Consulting, Inc. | 0001730511 | Aug 12, 2025 | 273 | $732.3M |
| Governors Lane LP | 0001644187 | Aug 14, 2025 | 104 | $731.1M |
| Flaharty Asset Management, LLC | 0001697882 | Nov 10, 2025 | 129 | $731.1M |
| GFS Advisors, LLC | 0001427263 | Jul 25, 2025 | 146 | $730.8M |
| TFC Financial Management, Inc. | 0001827844 | Jul 29, 2025 | 972 | $730.0M |
| BSW Wealth Partners | 0001512601 | Jul 18, 2025 | 318 | $729.7M |
| Aigen Investment Management, LP | 0001741224 | Aug 12, 2025 | 750 | $729.6M |
| Parr McKnight Wealth Management Group, LLC | 0002026926 | Aug 11, 2025 | 227 | $728.7M |
| Baker Ellis Asset Management LLC | 0001365559 | Jul 8, 2025 | 216 | $728.6M |
| Johnson Bixby & Associates, LLC | 0001844238 | Jul 17, 2025 | 123 | $728.2M |
| Viking Fund Management LLC | 0001169069 | Jul 11, 2025 | 143 | $728.0M |
| Laird Norton Wetherby Trust Company, LLC | 0000723204 | Aug 14, 2025 | 69 | $727.8M |
| Allen Operations LLC | 0001389544 | Aug 7, 2025 | 34 | $727.0M |
| Talon Private Wealth, LLC | 0001990467 | Aug 14, 2025 | 302 | $726.0M |
| Occidental Asset Management, LLC | 0001770994 | Jul 14, 2025 | 259 | $724.5M |
| Elequin Capital, LP | 0001810873 | Aug 11, 2025 | 317 | $724.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0001748861 | Aug 4, 2025 | 467 | $724.0M |
| Bedrijfstakpensioenfonds Voor DE Media Pno | 0001274196 | Jul 15, 2025 | 39 | $723.9M |
| Financial Partners Group, Inc | 0001731169 | Jul 15, 2025 | 201 | $723.1M |
| Canyon Capital Advisors LLC | 0001074034 | Aug 14, 2025 | 16 | $723.0M |
| MainStreet Investment Advisors LLC | 0001729854 | Aug 11, 2025 | 154 | $723.0M |
| Arista Wealth Management, LLC | 0001964758 | Jul 29, 2025 | 248 | $722.8M |
| Consolidated Portfolio Review Corp | 0001972835 | Jul 18, 2025 | 445 | $722.7M |
| UNICOM Systems, Inc. | 0001996154 | Aug 6, 2025 | 22 | $722.3M |
| Carronade Capital Management, LP | 0001866872 | Aug 19, 2025 | 24 | $720.9M |
| Arkos Global Advisors | 0001769089 | Aug 14, 2025 | 131 | $720.7M |
| Graham Holdings Co Master Retirement Trust | 0001912699 | Aug 14, 2025 | 2 | $720.0M |
| Sloy Dahl & Holst, LLC | 0001690295 | Jul 30, 2025 | 111 | $719.9M |
| Madrone Advisors, LLC | 0001964563 | Aug 13, 2025 | 5 | $719.6M |
| One Wealth Advisors, LLC | 0001725297 | Jul 17, 2025 | 283 | $719.1M |
| Planning Alternatives Ltd. | 0000712011 | Aug 12, 2025 | 80 | $718.6M |
| Summit Creek Advisors LLC | 0001333709 | Aug 6, 2025 | 68 | $718.6M |
| Francisco Partners Management, LP | 0001197853 | Aug 14, 2025 | 5 | $718.5M |
| Premier Path Wealth Partners, LLC | 0001999925 | Aug 4, 2025 | 386 | $718.5M |
| Mayflower Financial Advisors, LLC | 0001852930 | Aug 4, 2025 | 388 | $718.0M |
| Camber Capital Management LP | 0001444043 | Aug 14, 2025 | 23 | $717.9M |
| JLB & Associates Inc. | 0001085227 | Jul 17, 2025 | 75 | $717.1M |
| 180 Wealth Advisors, LLC | 0001730817 | Jul 31, 2025 | 426 | $717.0M |
| Legacy Financial Group LLC | 0001834011 | Jul 15, 2025 | 113 | $716.4M |
| Rit Capital Partners PLC | 0000939334 | Aug 11, 2025 | 17 | $716.4M |
| American Financial Advisors, LLC | 0001767898 | Jul 10, 2025 | 161 | $716.0M |
| QVT Financial LP | 0001290162 | Aug 14, 2025 | 37 | $716.0M |
| Sagefield Capital LP | 0001771179 | Aug 14, 2025 | 90 | $715.2M |
| Twin Focus Capital Partners, LLC | 0001387761 | Aug 12, 2025 | 167 | $714.2M |
| Abacus FCF Advisors LLC | 0001604903 | Jul 11, 2025 | 62 | $713.5M |
| Aip, LLC | 0001714498 | Aug 14, 2025 | 2 | $713.2M |
| Maltese Capital Management LLC | 0001040762 | Aug 14, 2025 | 123 | $712.7M |
| Southernsun Asset Management, LLC | 0001089755 | Aug 14, 2025 | 31 | $712.1M |
| Naspers Ltd. | 0001106051 | Aug 12, 2025 | 4 | $711.9M |
| CVA Family Office, LLC | 0001802084 | Jul 31, 2025 | 1,279 | $711.6M |
| CHICAGO TRUST Co NA | 0001601539 | Jul 14, 2025 | 408 | $711.5M |
| Strid Group, LLC | 0001625800 | Jul 22, 2025 | 63 | $711.1M |
| Broad Bay Capital Management, LP | 0001759115 | Aug 14, 2025 | 21 | $711.1M |
| Strategic Financial Concepts, LLC | 0001870686 | Aug 5, 2025 | 279 | $710.9M |
| Wallington Asset Management, LLC | 0001426754 | Jul 21, 2025 | 71 | $710.8M |
| Adams Asset Advisors, LLC | 0001386929 | Jul 8, 2025 | 80 | $710.7M |
| Semper Augustus Investments | 0001115373 | Aug 15, 2025 | 37 | $710.6M |
| Violich Capital Management, Inc. | 0001326766 | Jul 29, 2025 | 98 | $710.6M |
| Joho Capital LLC | 0001106500 | Aug 14, 2025 | 9 | $709.9M |
| Mirova | 0001767843 | Aug 13, 2025 | 119 | $708.8M |
| De Lisle Partners LLP | 0002011184 | Aug 13, 2025 | 176 | $708.7M |
| Thompson Investment Management, Inc. | 0001277279 | Jul 24, 2025 | 490 | $708.6M |
| D'Orazio & Associates, Inc. | 0001646821 | Aug 8, 2025 | 277 | $708.4M |
| Cullen Investment Group, LTD. | 0000797203 | Jul 1, 2025 | 177 | $708.3M |
| EFG Asset Management (North America) Corp. | 0001911412 | Aug 6, 2025 | 161 | $707.8M |
| Fine Capital Partners, L.P. | 0001339161 | Aug 14, 2025 | 1 | $707.0M |
| Crewe Advisors LLC | 0001730033 | Jul 30, 2025 | 747 | $706.9M |
| Wilkins Investment Counsel Inc. | 0001276853 | Aug 7, 2025 | 120 | $706.7M |