| Sanders Morris Harris LLC | 0001053994 | Apr 9, 2025 | 288 | $647.4M |
| New England Private Wealth Advisors LLC | 0001582813 | May 8, 2025 | 147 | $646.7M |
| GCM Grosvenor Holdings, LLC | 0001939480 | May 15, 2025 | 19 | $646.1M |
| Portfolio Strategies, Inc. | 0001753271 | Apr 22, 2025 | 47 | $645.8M |
| Cardinal Capital Management | 0001434845 | Apr 18, 2025 | 132 | $645.7M |
| Fox Run Management, L.L.C. | 0001533457 | May 13, 2025 | 870 | $645.6M |
| BlueSky Wealth Advisors, LLC | 0001704107 | Apr 21, 2025 | 73 | $645.2M |
| Brandywine Trust Co. | 0001123803 | May 15, 2025 | 35 | $645.0M |
| Fairmount Funds Management LLC | 0001802528 | May 15, 2025 | 15 | $644.6M |
| Hemington Wealth Management | 0001838234 | May 9, 2025 | 1,742 | $644.6M |
| Strid Group, LLC | 0001625800 | Apr 25, 2025 | 62 | $644.1M |
| Colonial Trust Co / SC | 0001954093 | May 14, 2025 | 1,095 | $644.0M |
| Twin Focus Capital Partners, LLC | 0001387761 | May 13, 2025 | 154 | $643.8M |
| Covington Investment Advisors Inc. | 0001569036 | May 12, 2025 | 71 | $643.4M |
| IAG Wealth Partners, LLC | 0001827261 | Apr 16, 2025 | 500 | $643.4M |
| Two Seas Capital LP | 0001823138 | May 15, 2025 | 23 | $643.3M |
| Crosslink Capital Inc. | 0001104329 | May 15, 2025 | 18 | $643.0M |
| Premier Path Wealth Partners, LLC | 0001999925 | Apr 21, 2025 | 372 | $642.7M |
| Legacy Edge Advisors, LLC | 0002105396 | Aug 17, 2026 | 181 | $641.0M |
| Financial Enhancement Group LLC | 0001641438 | Apr 23, 2025 | 113 | $640.5M |
| Independence Bank of Kentucky | 0001730479 | Apr 11, 2025 | 613 | $639.6M |
| Intrua Financial, LLC | 0001812792 | May 28, 2025 | 370 | $638.9M |
| Affinity Asset Advisors, LLC | 0001773195 | May 14, 2025 | 81 | $638.8M |
| Laurel Wealth Advisors LLC | 0001757128 | Apr 15, 2025 | 696 | $638.7M |
| Alaska Wealth Advisors, LLC | 0001731601 | May 1, 2025 | 59 | $638.6M |
| Brio Consultants, LLC | 0001747799 | Jul 7, 2025 | 119 | $636.9M |
| Abacus FCF Advisors LLC | 0001604903 | Apr 15, 2025 | 82 | $636.7M |
| EagleClaw Capital Managment, LLC | 0001607636 | May 8, 2025 | 144 | $635.9M |
| Dudley & Shanley, Inc. | 0000883511 | Apr 9, 2025 | 36 | $635.1M |
| Foundation Resource Management Inc. | 0001179232 | Apr 14, 2025 | 50 | $634.4M |
| Iron Triangle Partners LP | 0001779763 | May 15, 2025 | 27 | $634.4M |
| Arvest Investments, Inc. | 0001025038 | Apr 15, 2025 | 162 | $634.2M |
| Pamplona Capital Management, LLC | 0001554913 | May 14, 2025 | 6 | $633.7M |
| Adventist Health System/ West | 0001802516 | May 9, 2025 | 8 | $633.7M |
| Newbrook Capital Advisors LP | 0001389875 | May 15, 2025 | 18 | $633.3M |
| ERn Financial, LLC | 0001768302 | Apr 21, 2025 | 180 | $632.9M |
| Newtyn Management, LLC | 0001569241 | May 15, 2025 | 31 | $632.1M |
| Kim, LLC | 0001888968 | May 9, 2025 | 57 | $631.7M |
| Trustees of Columbia University in the City of New York | 0001420995 | May 15, 2025 | 10 | $631.5M |
| Zevin Asset Management LLC | 0001394096 | May 6, 2025 | 81 | $630.9M |
| Nan Fung Trinity (hk) Ltd. | 0001781880 | May 8, 2025 | 39 | $630.5M |
| Destiny Wealth Partners, LLC | 0001844369 | Apr 14, 2025 | 162 | $630.3M |
| 180 Wealth Advisors, LLC | 0001730817 | Apr 9, 2025 | 413 | $627.9M |
| Aigen Investment Management, LP | 0001741224 | May 12, 2025 | 727 | $626.9M |
| BlueCrest Capital Management Ltd | 0001610880 | May 15, 2025 | 52 | $626.9M |
| Roble, Belko & Company, Inc | 0001642305 | May 8, 2025 | 441 | $626.8M |
| Meridian Wealth Partners, LLC | 0001781942 | May 13, 2025 | 103 | $626.6M |
| Rbo & Co. LLC | 0001162827 | May 14, 2025 | 53 | $626.5M |
| Sargent Investment Group, LLC | 0001766157 | May 5, 2025 | 233 | $626.2M |
| Culbertson A N & Co. Inc. | 0001224890 | May 15, 2025 | 124 | $626.0M |
| Renaissancere Holdings Ltd. | 0000913144 | May 12, 2025 | 5 | $625.8M |
| McMorgan & Co. LLC | 0001162695 | May 15, 2025 | 57 | $624.9M |
| First National Advisers, LLC | 0001941030 | May 7, 2025 | 212 | $624.7M |
| Zweig-DiMenna Associates LLC | 0001533950 | May 7, 2025 | 62 | $624.2M |
| Consolidated Portfolio Review Corp | 0001972835 | Apr 23, 2025 | 378 | $624.0M |
| Alpine Bank Wealth Management | 0001974910 | Apr 23, 2025 | 406 | $623.1M |
| Francisco Partners Management, LP | 0001197853 | May 15, 2025 | 5 | $622.9M |
| CTC LLC | 0001445893 | May 16, 2025 | 38 | $622.9M |
| Blue Edge Capital, LLC | 0001599620 | May 13, 2025 | 109 | $622.7M |
| Laird Norton Wetherby Trust Company, LLC | 0000723204 | May 15, 2025 | 67 | $621.6M |
| Debussy Capital Management LP | 0001682021 | May 15, 2025 | 283 | $620.9M |
| Semper Augustus Investments | 0001115373 | May 15, 2025 | 36 | $620.3M |
| Carronade Capital Management, LP | 0001866872 | Aug 19, 2025 | 26 | $619.4M |
| Estabrook Capital Management | 0001344717 | May 14, 2025 | 330 | $619.0M |
| CDAM (UK) Ltd | 0001719387 | May 14, 2025 | 11 | $618.3M |
| Live Oak Private Wealth LLC | 0001799877 | Apr 22, 2025 | 188 | $617.2M |
| Owl Creek Asset Management, L.P. | 0001313756 | May 15, 2025 | 24 | $617.0M |
| Northstar Group, Inc. | 0001631408 | Apr 17, 2025 | 150 | $616.8M |
| Exchange Capital Management, Inc. | 0001317733 | May 1, 2025 | 207 | $616.7M |
| Silverback Asset Management LLC | 0001278960 | May 15, 2025 | 58 | $616.5M |
| New England Asset Management Inc. | 0001004244 | May 15, 2025 | 122 | $616.1M |
| Northside Capital Management, LLC | 0001631052 | Apr 10, 2025 | 129 | $615.7M |
| Cooper Investors PTY Ltd. | 0001561728 | Apr 23, 2025 | 47 | $615.5M |
| CoreCommodity Management, LLC | 0001301743 | May 15, 2025 | 149 | $615.1M |
| Obsidian Cio, LLC | 0001843581 | May 5, 2025 | 187 | $615.0M |
| Allen Mooney & Barnes Investment Advisors LLC | 0002001461 | Apr 16, 2025 | 154 | $615.0M |
| Maltese Capital Management LLC | 0001040762 | May 15, 2025 | 116 | $614.9M |
| Lake Street Private Wealth, LLC | 0001772031 | Apr 10, 2025 | 246 | $614.0M |
| Versor Investments LP | 0001650301 | May 13, 2025 | 681 | $613.4M |
| Tennessee Valley Asset Management Partners | 0001826790 | Apr 18, 2025 | 158 | $613.1M |
| Portside Wealth Group, LLC | 0001978608 | Apr 14, 2025 | 419 | $612.4M |
| South Street Advisors LLC | 0001399706 | May 15, 2025 | 65 | $611.7M |
| Evelyn Partners Investment Management Services Ltd | 0002065205 | Dec 8, 2025 | 271 | $609.4M |
| McGlone Suttner Wealth Management, Inc. | 0001964819 | Apr 29, 2025 | 189 | $609.4M |
| Gratus Wealth Advisors, LLC | 0002022161 | May 6, 2025 | 128 | $609.3M |
| ACK Asset Management LLC | 0001510940 | May 13, 2025 | 20 | $609.0M |
| Concord Wealth Partners | 0001814214 | May 2, 2025 | 813 | $609.0M |
| Allen Operations LLC | 0001389544 | May 7, 2025 | 30 | $607.9M |
| Proffitt & Goodson Inc. | 0001123812 | Apr 29, 2025 | 259 | $607.6M |
| Power Corp of Canada | 0000801166 | May 15, 2025 | 1 | $607.5M |
| Inscription Capital, LLC | 0001767868 | Apr 17, 2025 | 341 | $607.0M |
| USA Financial Formulas | 0001633716 | Apr 15, 2025 | 274 | $605.7M |
| Family Manage LLC | 0001539947 | May 15, 2025 | 208 | $605.5M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0001599719 | May 5, 2025 | 34 | $605.5M |
| Riverstone Holdings LLC | 0001247497 | May 8, 2025 | 5 | $605.2M |
| Bayesian Capital Management, LP | 0001632551 | May 15, 2025 | 566 | $604.4M |
| Capital Investment Counsel, LLC | 0002033609 | May 15, 2025 | 120 | $604.3M |
| Glen Eagle Advisors, LLC | 0002029317 | May 15, 2025 | 1,076 | $604.1M |
| Financial Advisory Corp | 0001813369 | Apr 14, 2025 | 47 | $604.1M |
| Financial Advisors Network, Inc. | 0001697856 | May 13, 2025 | 184 | $602.8M |