| Abacus Wealth Partners, LLC | 0001978011 | Jan 16, 2025 | 93 | $669.7M |
| Pandi, LLC | 0002058702 | Mar 3, 2025 | 4 | $669.3M |
| Cynosure Group, LLC | 0001763409 | Feb 12, 2025 | 367 | $669.3M |
| Mayflower Financial Advisors, LLC | 0001852930 | Jan 22, 2025 | 379 | $668.8M |
| Camden National Bank | 0001697855 | Feb 7, 2025 | 164 | $668.2M |
| Golden State Wealth Management, LLC | 0001776033 | Jan 28, 2025 | 1,513 | $667.5M |
| Black Diamond Financial, LLC | 0001759236 | Feb 4, 2025 | 146 | $667.3M |
| Parkside Investments, LLC | 0001706248 | Jan 22, 2025 | 94 | $667.0M |
| Fine Capital Partners, L.P. | 0001339161 | Feb 14, 2025 | 1 | $666.6M |
| ERn Financial, LLC | 0001768302 | Jan 14, 2025 | 190 | $666.5M |
| CDAM (UK) Ltd | 0001719387 | Feb 13, 2025 | 10 | $666.4M |
| Covington Investment Advisors Inc. | 0001569036 | May 13, 2025 | 72 | $666.3M |
| Pinnacle Wealth Planning Services, Inc. | 0001726752 | Feb 27, 2025 | 390 | $665.5M |
| MMCAP International Inc. SPC | 0001304857 | Feb 4, 2025 | 139 | $664.9M |
| Graham Holdings Co Master Retirement Trust | 0001912699 | Feb 14, 2025 | 2 | $664.6M |
| Capital Investment Counsel, Inc | 0001418421 | Feb 3, 2025 | 246 | $663.8M |
| EnCap Energy Capital Fund XI, L.P. | 0001693946 | Feb 14, 2025 | 2 | $663.8M |
| Consolidated Press International Holdings Ltd. | 0001260786 | Feb 14, 2025 | 15 | $663.5M |
| SPX Gestao de Recursos Ltda | 0001589176 | Feb 7, 2025 | 80 | $662.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0001599852 | Feb 14, 2025 | 150 | $661.6M |
| Archford Capital Strategies, LLC | 0001606609 | Jan 21, 2025 | 266 | $661.5M |
| Silverback Asset Management LLC | 0001278960 | Feb 27, 2025 | 67 | $661.3M |
| Central Bank & Trust Co. | 0001175954 | Jan 16, 2025 | 180 | $660.6M |
| Teza Capital Management LLC | 0001655789 | Feb 14, 2025 | 467 | $660.5M |
| Evermay Wealth Management LLC | 0001066816 | Jan 24, 2025 | 573 | $660.3M |
| Titan Global Capital Management USA LLC | 0001845930 | Feb 13, 2025 | 62 | $659.3M |
| Secure Asset Management, LLC | 0001800692 | Jan 17, 2025 | 313 | $659.1M |
| Meridian Wealth Partners, LLC | 0001781942 | Feb 11, 2025 | 106 | $659.1M |
| Mainstay Capital Management LLC | 0001127612 | Feb 4, 2025 | 105 | $657.6M |
| GFS Advisors, LLC | 0001427263 | Jan 23, 2025 | 152 | $657.6M |
| Hunter Associates Investment Management LLC | 0001380137 | Jan 23, 2025 | 254 | $656.7M |
| Irenic Capital Management LP | 0001929389 | Feb 14, 2025 | 20 | $656.4M |
| Premier Path Wealth Partners, LLC | 0001999925 | Jan 15, 2025 | 369 | $656.2M |
| Quantum Financial Advisors, LLC | 0001929139 | Jan 14, 2025 | 189 | $656.1M |
| Johnson Bixby & Associates, LLC | 0001844238 | Jan 21, 2025 | 116 | $655.4M |
| Main Management Fund Advisors LLC | 0001862787 | Feb 14, 2025 | 6 | $655.0M |
| Maltese Capital Management LLC | 0001040762 | Feb 14, 2025 | 113 | $655.0M |
| Financial Enhancement Group LLC | 0001641438 | Jan 14, 2025 | 116 | $654.2M |
| Fractal Investments LLC | 0001843590 | Jan 27, 2025 | 76 | $653.5M |
| Red Door Wealth Management, LLC | 0001783599 | Jan 17, 2025 | 227 | $653.2M |
| South Street Advisors LLC | 0001399706 | Feb 10, 2025 | 69 | $652.5M |
| Debussy Capital Management LP | 0001682021 | Feb 14, 2025 | 287 | $652.2M |
| Ratan Capital Management LP | 0001566887 | Feb 14, 2025 | 39 | $652.0M |
| Planning Alternatives Ltd. | 0000712011 | Feb 6, 2025 | 61 | $650.5M |
| Independence Bank of Kentucky | 0001730479 | Jan 24, 2025 | 623 | $649.8M |
| Mark Asset Management LP | 0000860176 | Feb 14, 2025 | 41 | $648.6M |
| Estabrook Capital Management | 0001344717 | Feb 13, 2025 | 348 | $648.6M |
| WS Management LLLP | 0000877338 | Feb 14, 2025 | 30 | $648.3M |
| Almanack Investment Partners, LLC. | 0001680613 | Jan 28, 2025 | 182 | $648.3M |
| Fieldview Capital Management, LLC | 0002040221 | Feb 14, 2025 | 402 | $647.6M |
| Dudley & Shanley, Inc. | 0000883511 | Jan 3, 2025 | 37 | $647.6M |
| Capital Planning Advisors, LLC | 0001631941 | Jan 17, 2025 | 137 | $647.5M |
| McMorgan & Co. LLC | 0001162695 | Feb 13, 2025 | 56 | $646.5M |
| Adventist Health System/ West | 0001802516 | Feb 12, 2025 | 8 | $646.5M |
| Palo Alto Investors LP | 0001306923 | Feb 14, 2025 | 43 | $645.4M |
| Foresight Group Ltd Liability Partnership | 0001943441 | Jan 15, 2025 | 35 | $645.3M |
| Auxier Asset Management LLC | 0001105863 | Feb 19, 2025 | 171 | $645.1M |
| H Partners Management, LLC | 0001364412 | Feb 14, 2025 | 2 | $644.6M |
| Alaska Wealth Advisors, LLC | 0001731601 | Jan 29, 2025 | 64 | $643.0M |
| Viking Fund Management LLC | 0001169069 | Jan 17, 2025 | 132 | $642.3M |
| Total Wealth Planning, LLC | 0001762997 | Jan 15, 2025 | 93 | $642.1M |
| Parker Investment Management, LLC | 0001672070 | Feb 7, 2025 | 32 | $641.6M |
| Primavera Capital Management Ltd | 0001686305 | Feb 11, 2025 | 3 | $641.5M |
| Makaira Partners LLC | 0001540866 | Feb 26, 2025 | 12 | $641.1M |
| Occidental Asset Management, LLC | 0001770994 | Jan 15, 2025 | 213 | $640.6M |
| Strid Group, LLC | 0001625800 | Jan 28, 2025 | 60 | $640.6M |
| Power Corp of Canada | 0000801166 | Feb 14, 2025 | 1 | $640.3M |
| Rollins Financial Advisors, LLC | 0001884018 | Feb 13, 2025 | 135 | $640.3M |
| Affinity Asset Advisors, LLC | 0001773195 | Feb 13, 2025 | 75 | $640.1M |
| Laurel Wealth Advisors LLC | 0001757128 | Jan 14, 2025 | 734 | $639.9M |
| BlueSky Wealth Advisors, LLC | 0001704107 | Jan 16, 2025 | 74 | $639.7M |
| Hanson & Doremus Investment Management | 0001393944 | Jan 23, 2025 | 453 | $639.3M |
| Brio Consultants, LLC | 0001747799 | Jan 24, 2025 | 115 | $639.0M |
| Soros Capital Management LLC | 0001748240 | Feb 14, 2025 | 64 | $638.7M |
| Stockman Wealth Management, Inc. | 0001389400 | Jan 28, 2025 | 165 | $638.7M |
| 180 Wealth Advisors, LLC | 0001730817 | Jan 14, 2025 | 430 | $638.3M |
| Goldstone Financial Group, LLC | 0002040021 | Jan 15, 2025 | 199 | $638.1M |
| Summit Street Capital Management, LLC | 0001595533 | Aug 4, 2025 | 30 | $638.0M |
| K.J. Harrison & Partners Inc | 0001418359 | Feb 5, 2025 | 189 | $637.8M |
| Cardinal Capital Management | 0001434845 | Jan 31, 2025 | 131 | $637.7M |
| Jmac Enterprises LLC | 0001907294 | Jan 29, 2025 | 167 | $637.1M |
| Bramshill Investments, LLC | 0001619899 | Feb 14, 2025 | 131 | $636.5M |
| Harbor Advisors LLC | 0001687156 | Feb 11, 2025 | 192 | $636.5M |
| USA Financial Formulas | 0001633716 | Jan 14, 2025 | 286 | $636.4M |
| Symphony Financial, Ltd. Co. | 0001800687 | Jan 24, 2025 | 222 | $636.4M |
| Blue Edge Capital, LLC | 0001599620 | Feb 13, 2025 | 110 | $635.8M |
| Cooper Investors PTY Ltd. | 0001561728 | Apr 11, 2025 | 45 | $634.7M |
| Brandywine Trust Co. | 0001123803 | Feb 14, 2025 | 32 | $634.1M |
| Riverstone Holdings LLC | 0001247497 | Feb 7, 2025 | 6 | $633.7M |
| Trustees of Columbia University in the City of New York | 0001420995 | Feb 14, 2025 | 13 | $633.7M |
| Claret Asset Management Corp | 0001735513 | Feb 13, 2025 | 306 | $633.3M |
| Adams Natural Resources Fund, Inc. | 0000216851 | Feb 11, 2025 | 55 | $632.9M |
| Skba Capital Management LLC | 0000932024 | Feb 12, 2025 | 76 | $632.8M |
| TFC Financial Management, Inc. | 0001827844 | Jan 29, 2025 | 978 | $632.3M |
| CVA Family Office, LLC | 0001802084 | Jan 7, 2025 | 1,287 | $631.7M |
| Consolidated Portfolio Review Corp | 0001972835 | Jan 27, 2025 | 371 | $631.6M |
| New England Private Wealth Advisors LLC | 0001582813 | Feb 7, 2025 | 144 | $631.2M |
| Siemens AG | 0000940418 | Feb 14, 2025 | 1 | $631.0M |
| EagleClaw Capital Managment, LLC | 0001607636 | Feb 7, 2025 | 139 | $630.8M |
| Allen Operations LLC | 0001389544 | Feb 10, 2025 | 30 | $630.7M |