| Northstar Asset Management Inc. | 0000869304 | Jul 15, 2025 | 57 | $569.6M |
| Market Street Wealth Management Advisors LLC | 0001767601 | Apr 11, 2024 | 93 | $569.5M |
| Manchester Global Management (UK) Ltd | 0001965104 | May 15, 2024 | 19 | $569.5M |
| Capital Planning Advisors, LLC | 0001631941 | May 15, 2024 | 142 | $569.4M |
| Fortress Investment Group LLC | 0001380393 | May 15, 2024 | 14 | $569.0M |
| Tarbox Family Office, Inc. | 0001599603 | Apr 16, 2024 | 104 | $568.9M |
| New England Private Wealth Advisors LLC | 0001582813 | May 8, 2024 | 133 | $568.8M |
| LM Advisors LLC | 0002011314 | May 15, 2024 | 242 | $568.7M |
| Arkansas Financial Group, Inc. | 0000764611 | Apr 15, 2024 | 69 | $568.2M |
| J. W. Coons Advisors, LLC | 0001536139 | May 8, 2024 | 238 | $568.0M |
| Hartline Investment Corp./ | 0000945625 | Apr 30, 2024 | 409 | $567.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0001748861 | Apr 30, 2024 | 409 | $567.8M |
| Ardmore Road Asset Management LP | 0001835730 | May 15, 2024 | 36 | $567.7M |
| Cohen Capital Management, Inc. | 0001508120 | May 6, 2024 | 138 | $567.4M |
| Financial Advisory Group | 0001539338 | May 10, 2024 | 91 | $566.8M |
| First Trust Investment Solutions L.P. | 0001996718 | May 14, 2024 | 242 | $566.7M |
| Fiduciary Alliance LLC | 0001954805 | Apr 17, 2024 | 196 | $566.6M |
| Camden National Bank | 0001697855 | Apr 30, 2024 | 122 | $566.5M |
| Stockman Wealth Management, Inc. | 0001389400 | Apr 17, 2024 | 179 | $566.4M |
| Minot Capital, LP | 0001835714 | Aug 12, 2024 | 12 | $566.3M |
| Compound Global Advisors, LLC | 0001962450 | Apr 22, 2024 | 39 | $565.8M |
| Arcadia Investment Management Corp. | 0001016972 | Apr 23, 2024 | 312 | $565.5M |
| Value Holdings Management Co. LLC | 0001695658 | May 10, 2024 | 28 | $565.3M |
| Paragon Capital Management Ltd | 0001569765 | Apr 11, 2024 | 194 | $564.8M |
| Mirova | 0001767843 | May 13, 2024 | 135 | $564.5M |
| Y.D. More Investments Ltd | 0001870364 | May 13, 2024 | 333 | $564.2M |
| American Investment Services, Inc. | 0001369913 | May 13, 2024 | 155 | $564.2M |
| Proffitt & Goodson Inc. | 0001123812 | Apr 24, 2024 | 228 | $563.1M |
| Boussard & Gavaudan Investment Management LLP | 0001614986 | May 14, 2024 | 86 | $563.0M |
| TFC Financial Management, Inc. | 0001827844 | Apr 30, 2024 | 904 | $562.9M |
| FIFTHDELTA Ltd | 0001872766 | May 10, 2024 | 11 | $562.4M |
| Emerald Advisors, LLC | 0001802611 | Apr 25, 2024 | 92 | $561.9M |
| Northside Capital Management, LLC | 0001631052 | Apr 4, 2024 | 115 | $560.7M |
| Onyx Bridge Wealth Group LLC | 0001819476 | Apr 29, 2024 | 263 | $559.8M |
| CVA Family Office, LLC | 0001802084 | Apr 10, 2024 | 1,056 | $559.7M |
| Legacy Financial Advisors, Inc. | 0001730810 | May 14, 2024 | 324 | $558.2M |
| Massachusetts Institute of Technology | 0000351051 | May 14, 2024 | 5 | $558.2M |
| Core Alternative Capital | 0001776878 | May 15, 2024 | 354 | $558.1M |
| Destiny Wealth Partners, LLC | 0001844369 | Apr 9, 2024 | 157 | $558.0M |
| Capital Group Investment Management Pte. LTD. | 0001939970 | May 14, 2024 | 181 | $557.9M |
| Gilman Hill Asset Management, LLC | 0001551969 | Apr 12, 2024 | 213 | $557.8M |
| Cynosure Group, LLC | 0001763409 | May 10, 2024 | 313 | $556.9M |
| MIdWestOne Financial Group, Inc. | 0001412665 | May 15, 2024 | 291 | $556.6M |
| Virtue Capital Management, LLC | 0001729985 | May 15, 2024 | 383 | $556.5M |
| 180 Wealth Advisors, LLC | 0001730817 | Apr 16, 2024 | 404 | $556.3M |
| Strid Group, LLC | 0001625800 | Apr 24, 2024 | 54 | $556.3M |
| Adventist Health System/ West | 0001802516 | May 10, 2024 | 5 | $556.2M |
| Brasada Capital Management, LP | 0001643833 | May 15, 2024 | 143 | $556.1M |
| Concord Wealth Partners | 0001814214 | Apr 30, 2024 | 852 | $555.7M |
| DORCHESTER WEALTH MANAGEMENT Co | 0001649888 | Apr 30, 2024 | 166 | $555.7M |
| Grace & White Inc. | 0000903064 | Apr 25, 2024 | 135 | $555.1M |
| Meridian Wealth Partners, LLC | 0001781942 | May 10, 2024 | 107 | $554.1M |
| Perseverance Asset Management International | 0001802695 | May 14, 2024 | 21 | $553.8M |
| Montanaro Asset Management Ltd | 0001831133 | May 14, 2024 | 44 | $553.7M |
| Knollwood Investment Advisory, LLC | 0001999346 | May 14, 2024 | 207 | $553.4M |
| Baker Tilly Wealth Management, LLC | 0001840565 | May 9, 2024 | 414 | $553.1M |
| Viking Fund Management LLC | 0001169069 | Apr 15, 2024 | 123 | $552.6M |
| Buffington Mohr McNeal | 0001317829 | Apr 18, 2024 | 129 | $552.4M |
| EagleClaw Capital Managment, LLC | 0001607636 | May 13, 2024 | 135 | $552.1M |
| Deer Management Co. LLC | 0001494127 | May 15, 2024 | 12 | $551.7M |
| Iron Gate Global Advisors LLC | 0001131181 | May 15, 2024 | 89 | $551.5M |
| Patton Fund Management, Inc. | 0001689232 | May 8, 2024 | 114 | $551.5M |
| CFO4Life Group, LLC | 0001706351 | May 6, 2024 | 200 | $551.0M |
| Strategic Point Investment Advisors, LLC | 0001295044 | May 14, 2024 | 33 | $550.9M |
| Faithward Advisors, LLC | 0001695078 | May 15, 2024 | 251 | $550.9M |
| Fractal Investments LLC | 0001843590 | May 9, 2024 | 81 | $550.7M |
| VK Services, LLC | 0001501927 | May 15, 2024 | 7 | $549.0M |
| Hudson Way Capital Management LLC | 0001697597 | May 15, 2024 | 14 | $547.8M |
| Woodson Capital Management, LP | 0001697848 | May 15, 2024 | 37 | $547.4M |
| Semper Augustus Investments | 0001115373 | May 15, 2024 | 36 | $546.7M |
| Chatham Capital Group, Inc. | 0001108969 | Apr 18, 2024 | 191 | $544.9M |
| Sanders Morris Harris LLC | 0001053994 | Apr 11, 2024 | 276 | $544.7M |
| Harbor Advisors LLC | 0001687156 | May 1, 2024 | 176 | $544.4M |
| Gratus Wealth Advisors, LLC | 0002022161 | May 9, 2024 | 134 | $544.4M |
| Quantum Financial Advisors, LLC | 0001929139 | Apr 26, 2024 | 174 | $543.5M |
| Fortis Group Advisors, LLC | 0001815183 | Apr 30, 2024 | 513 | $543.0M |
| AdvisorShares Investments LLC | 0001425930 | May 14, 2024 | 275 | $542.2M |
| Kavar Capital Partners Group, LLC | 0001841766 | May 14, 2024 | 158 | $541.9M |
| Nalanda India Equity Fund Ltd | 0001622904 | May 13, 2024 | 2 | $541.1M |
| Family Manage LLC | 0001539947 | May 15, 2024 | 177 | $541.0M |
| Resolute Advisors LLC | 0001800217 | May 10, 2024 | 59 | $541.0M |
| Founders Capital Management, LLC | 0001585828 | Apr 22, 2024 | 78 | $540.6M |
| SkyView Investment Advisors, LLC | 0001848237 | May 16, 2024 | 354 | $540.6M |
| Portside Wealth Group, LLC | 0001978608 | Apr 17, 2024 | 360 | $540.5M |
| Bremer Bank National Association | 0001775321 | Apr 17, 2024 | 188 | $539.9M |
| Affinity Wealth Management LLC | 0000810672 | Apr 18, 2024 | 102 | $539.8M |
| High Probability Advisors, LLC | 0002039415 | Nov 14, 2024 | 56 | $539.1M |
| Eagle Rock Investment Company, LLC | 0001911407 | Apr 15, 2024 | 143 | $538.8M |
| Alpha Omega Wealth Management LLC | 0001665633 | Apr 17, 2024 | 210 | $538.4M |
| Jmac Enterprises LLC | 0001907294 | Apr 30, 2024 | 167 | $537.8M |
| Franchise Capital Ltd | 0001859388 | May 13, 2024 | 16 | $537.7M |
| Employees' Retirement Fund of the City of Fort Worth | 0001986812 | May 13, 2024 | 13 | $537.5M |
| Ratio Wealth Group | 0001971024 | May 13, 2024 | 80 | $536.9M |
| KRYGER CAPITAL Ltd | 0001911807 | May 15, 2024 | 12 | $536.0M |
| Oak Hill Capital Management, LLC | 0001537607 | May 10, 2024 | 1 | $535.8M |
| Amarillo National Bank | 0001053013 | Apr 19, 2024 | 96 | $535.8M |
| Capital Insight Partners, LLC | 0001664385 | Apr 16, 2024 | 162 | $535.2M |
| Occidental Asset Management, LLC | 0001770994 | Apr 16, 2024 | 202 | $535.0M |
| HBW Advisory Services LLC | 0001790525 | Apr 19, 2024 | 303 | $534.3M |
| Colonial Trust Co / SC | 0001954093 | May 14, 2024 | 984 | $534.2M |