| Geometric Wealth Advisors | 0001900576 | Nov 10, 2025 | 80 | $750.5M |
| Pathway Financial Advisors LLC | 0001738828 | Oct 10, 2025 | 141 | $750.2M |
| Kavar Capital Partners Group, LLC | 0001841766 | Oct 17, 2025 | 187 | $750.0M |
| Thompson Investment Management, Inc. | 0001277279 | Oct 17, 2025 | 518 | $749.7M |
| Melqart Asset Management (UK) Ltd | 0001712901 | Nov 14, 2025 | 44 | $749.5M |
| Eagle Strategies LLC | 0001907666 | Oct 21, 2025 | 239 | $747.3M |
| Fortress Investment Group LLC | 0001380393 | Nov 14, 2025 | 46 | $747.1M |
| JT Stratford LLC | 0001689013 | Nov 12, 2025 | 305 | $746.7M |
| Lifeworks Advisors, LLC | 0001882132 | Nov 12, 2025 | 325 | $745.7M |
| Embree Financial Group | 0002020860 | Oct 9, 2025 | 226 | $745.5M |
| Grandeur Peak Global Advisors, LLC | 0001569137 | Nov 14, 2025 | 104 | $745.4M |
| Financial Enhancement Group LLC | 0001641438 | Oct 9, 2025 | 132 | $745.2M |
| Monarch Alternative Capital LP | 0001281084 | Feb 5, 2026 | 5 | $744.9M |
| Evelyn Partners Investment Management Services Ltd | 0002065205 | Nov 14, 2025 | 266 | $744.9M |
| Evolution Wealth Advisors, LLC | 0001763121 | Oct 28, 2025 | 165 | $744.7M |
| Medicxi Ventures Management (Jersey) Ltd | 0001715579 | Oct 17, 2025 | 5 | $744.4M |
| MainStreet Investment Advisors LLC | 0001729854 | Nov 10, 2025 | 161 | $743.8M |
| United Advisor Group, LLC | 0002004873 | Nov 12, 2025 | 450 | $743.2M |
| John G Ullman & Associates Inc. | 0000919530 | Nov 5, 2025 | 173 | $742.7M |
| Colonial Trust Co / SC | 0001954093 | Nov 10, 2025 | 1,088 | $742.5M |
| BlueSky Wealth Advisors, LLC | 0001704107 | Oct 14, 2025 | 80 | $741.6M |
| Renaissancere Holdings Ltd. | 0000913144 | Nov 14, 2025 | 5 | $741.2M |
| Gateway Wealth Partners, LLC | 0001966037 | Nov 6, 2025 | 410 | $740.7M |
| Brooklyn Investment Group | 0001795705 | Nov 14, 2025 | 660 | $740.4M |
| Strategic Planning Group, LLC | 0001875525 | Oct 23, 2025 | 73 | $739.8M |
| Hoey Investments, Inc. | 0001799544 | Nov 13, 2025 | 407 | $739.2M |
| O'Brien Wealth Partners LLC | 0001689874 | Oct 22, 2025 | 97 | $738.3M |
| HG Vora Capital Management, LLC | 0001525362 | Nov 14, 2025 | 14 | $738.0M |
| Roble, Belko & Company, Inc | 0001642305 | Oct 24, 2025 | 471 | $737.5M |
| Torray Investment Partners LLC | 0000098758 | Oct 22, 2025 | 99 | $737.0M |
| First National Advisers, LLC | 0001941030 | Oct 28, 2025 | 228 | $736.9M |
| Tennessee Valley Asset Management Partners | 0001826790 | Nov 13, 2025 | 171 | $736.8M |
| Manchester Capital Management LLC | 0001393389 | Nov 14, 2025 | 1,288 | $736.7M |
| Graham Holdings Co Master Retirement Trust | 0001912699 | Nov 14, 2025 | 2 | $736.1M |
| Cadinha & Co. LLC | 0000923469 | Oct 17, 2025 | 103 | $735.8M |
| United Capital Management of KS, Inc. | 0001753219 | Nov 12, 2025 | 117 | $735.0M |
| Versant Capital Management, Inc | 0001735057 | Oct 27, 2025 | 2,635 | $734.9M |
| Benchstone Capital Management LP | 0002016777 | Nov 14, 2025 | 27 | $733.3M |
| Laurion Capital Management LP | 0001390202 | Nov 17, 2025 | 109 | $733.1M |
| Parker Investment Management, LLC | 0001672070 | Nov 4, 2025 | 35 | $732.9M |
| Wahed Invest LLC | 0001763146 | Nov 14, 2025 | 212 | $731.5M |
| Intellus Advisors LLC | 0002055137 | Nov 12, 2025 | 134 | $731.4M |
| CRA Financial Services, LLC | 0001765594 | Oct 16, 2025 | 294 | $731.0M |
| SJS Investment Consulting Inc. | 0001894302 | Oct 21, 2025 | 1,634 | $730.9M |
| Power Corp of Canada | 0000801166 | Nov 14, 2025 | 1 | $729.9M |
| King Street Capital Management, L.P. | 0001218199 | Nov 14, 2025 | 15 | $729.9M |
| Buck Wealth Strategies, LLC | 0001973259 | Nov 4, 2025 | 170 | $729.6M |
| Canyon Capital Advisors LLC | 0001074034 | Nov 14, 2025 | 14 | $729.4M |
| High Probability Advisors, LLC | 0002039415 | Oct 14, 2025 | 65 | $729.3M |
| Luxor Capital Group, LP | 0001316580 | Nov 14, 2025 | 40 | $729.2M |
| Summit Street Capital Management, LLC | 0001595533 | Nov 14, 2025 | 30 | $729.0M |
| Capital Planning Advisors, LLC | 0001631941 | Nov 7, 2025 | 143 | $728.2M |
| Victory Financial Group, LLC | 0002011333 | Nov 14, 2025 | 248 | $727.3M |
| Brio Consultants, LLC | 0001747799 | Nov 10, 2025 | 137 | $726.8M |
| Meridian Wealth Partners, LLC | 0001781942 | Nov 13, 2025 | 113 | $726.6M |
| Legacy Financial Advisors, Inc. | 0001730810 | Nov 10, 2025 | 416 | $725.9M |
| Abacus Planning Group, Inc. | 0001602730 | Oct 22, 2025 | 262 | $724.8M |
| Concord Wealth Partners | 0001814214 | Nov 5, 2025 | 833 | $724.6M |
| Ninepoint Partners LP | 0001715635 | Nov 12, 2025 | 132 | $724.5M |
| Fagan Associates, Inc. | 0001607866 | Nov 14, 2025 | 133 | $724.2M |
| Skylands Capital, LLC | 0001299910 | Nov 6, 2025 | 152 | $723.5M |
| Cardinal Capital Management | 0001434845 | Oct 23, 2025 | 131 | $723.4M |
| Northcape Capital Pty Ltd | 0001686776 | Oct 22, 2025 | 8 | $723.4M |
| Skba Capital Management LLC | 0000932024 | Nov 12, 2025 | 81 | $723.3M |
| Governors Lane LP | 0001644187 | Nov 14, 2025 | 125 | $722.7M |
| Intelligence Driven Advisers, LLC | 0001819955 | Nov 10, 2025 | 124 | $721.3M |
| Family Manage LLC | 0001539947 | Nov 13, 2025 | 257 | $721.0M |
| Caligan Partners LP | 0001727492 | Nov 14, 2025 | 16 | $720.7M |
| Portside Wealth Group, LLC | 0001978608 | Nov 5, 2025 | 467 | $720.5M |
| CHICAGO TRUST Co NA | 0001601539 | Oct 10, 2025 | 412 | $720.5M |
| Nottingham Advisors, Inc. | 0001093276 | Oct 22, 2025 | 111 | $720.2M |
| Ramirez Asset Management, Inc. | 0001992110 | Nov 12, 2025 | 357 | $720.1M |
| Aperture Investors, LLC | 0001787596 | Nov 14, 2025 | 79 | $719.9M |
| First Pacific Financial | 0001810089 | Oct 21, 2025 | 532 | $719.8M |
| Glen Eagle Advisors, LLC | 0002029317 | Nov 14, 2025 | 1,124 | $719.5M |
| Hunter Associates Investment Management LLC | 0001380137 | Oct 30, 2025 | 256 | $719.4M |
| Quantitative Investment Management, LLC | 0001445911 | Nov 13, 2025 | 322 | $719.2M |
| Polymer Capital Management (HK) LTD | 0001970465 | Nov 14, 2025 | 244 | $718.9M |
| Live Oak Private Wealth LLC | 0001799877 | Oct 17, 2025 | 194 | $718.2M |
| Ashton Thomas Securities, LLC | 0000771572 | Oct 27, 2025 | 402 | $715.5M |
| Laurel Wealth Advisors LLC | 0001757128 | Nov 12, 2025 | 164 | $715.4M |
| Hohimer Wealth Management, LLC | 0001802533 | Nov 12, 2025 | 343 | $715.1M |
| Berman McAleer LLC | 0002094332 | Nov 4, 2025 | 164 | $715.0M |
| EagleClaw Capital Managment, LLC | 0001607636 | Nov 14, 2025 | 146 | $714.9M |
| Camden National Bank | 0001697855 | Nov 6, 2025 | 164 | $714.7M |
| McGlone Suttner Wealth Management, Inc. | 0001964819 | Oct 20, 2025 | 191 | $714.6M |
| Inspirion Wealth Advisors, LLC | 0001633448 | Oct 6, 2025 | 150 | $714.6M |
| Auxier Asset Management LLC | 0001105863 | Nov 19, 2025 | 175 | $713.5M |
| Dean Investment Associates, LLC | 0000846797 | Nov 14, 2025 | 202 | $713.0M |
| Oarsman Capital, Inc. | 0001569667 | Nov 21, 2025 | 247 | $712.9M |
| Scopia Capital Management LP | 0001279150 | Nov 14, 2025 | 31 | $712.7M |
| George Kaiser Family Foundation | 0001265376 | Nov 12, 2025 | 68 | $712.6M |
| Boulay Financial Advisors, LLC | 0002056342 | Oct 14, 2025 | 4 | $712.4M |
| Mechanics Bank Trust Department | 0001439743 | Oct 22, 2025 | 205 | $712.1M |
| Glassman Wealth Services | 0001642160 | Nov 10, 2025 | 186 | $711.6M |
| Blueprint Investment Partners LLC | 0001794467 | Nov 12, 2025 | 121 | $711.6M |
| Alpine Bank Wealth Management | 0001974910 | Oct 22, 2025 | 420 | $710.5M |
| Gratus Wealth Advisors, LLC | 0002022161 | Oct 28, 2025 | 131 | $710.3M |
| Fortis Capital Management LLC | 0001802167 | Nov 10, 2025 | 176 | $710.3M |
| RMG Wealth Management LLC | 0001844731 | Oct 30, 2025 | 344 | $710.3M |