| Blueprint Investment Partners LLC | 0001794467 | Feb 11, 2025 | 198 | $630.1M |
| Legacy Edge Advisors, LLC | 0002105396 | Aug 17, 2026 | 177 | $630.0M |
| Cardinal Point Capital Management ULC | 0001950841 | Jan 14, 2025 | 84 | $629.9M |
| Exchange Capital Management, Inc. | 0001317733 | Feb 4, 2025 | 211 | $629.6M |
| Fagan Associates, Inc. | 0001607866 | Feb 3, 2025 | 131 | $629.5M |
| Ninepoint Partners LP | 0001715635 | Feb 10, 2025 | 87 | $629.4M |
| Roble, Belko & Company, Inc | 0001642305 | Jan 14, 2025 | 420 | $629.3M |
| Fortress Investment Group LLC | 0001380393 | Feb 14, 2025 | 25 | $629.2M |
| NSI Retail Advisors, LLC | 0001866574 | Feb 14, 2025 | 19 | $629.0M |
| Culbertson A N & Co. Inc. | 0001224890 | Jan 16, 2025 | 126 | $628.7M |
| Artemis Wealth Advisors, LLC | 0001767435 | Feb 4, 2025 | 36 | $628.3M |
| Koch, Inc. | 0002027344 | Feb 27, 2025 | 5 | $627.2M |
| SkyView Investment Advisors, LLC | 0001848237 | Jun 2, 2025 | 310 | $626.9M |
| Lake Street Private Wealth, LLC | 0001772031 | Jan 15, 2025 | 246 | $625.9M |
| Arcadia Investment Management Corp. | 0001016972 | Feb 3, 2025 | 304 | $625.5M |
| Arvest Investments, Inc. | 0001025038 | Feb 11, 2025 | 164 | $625.5M |
| Northcape Capital Pty Ltd | 0001686776 | Jan 8, 2025 | 31 | $625.3M |
| Gratus Wealth Advisors, LLC | 0002022161 | Feb 13, 2025 | 127 | $624.9M |
| Vantagepoint Investment Advisers LLC | 0001087912 | Jan 17, 2025 | 8 | $624.1M |
| Bordeaux Wealth Advisors LLC | 0001821271 | Jan 30, 2025 | 160 | $622.4M |
| Dynamic Technology Lab Private Ltd | 0001535387 | Feb 13, 2025 | 862 | $622.1M |
| Advisors Preferred, LLC | 0001598841 | Jan 28, 2025 | 194 | $621.5M |
| Maven Securities LTD | 0001633046 | Feb 14, 2025 | 290 | $621.4M |
| M Holdings Securities, Inc. | 0001569638 | Feb 13, 2025 | 133 | $620.2M |
| Arkansas Financial Group, Inc. | 0000764611 | Jan 17, 2025 | 75 | $619.1M |
| Broad Bay Capital Management, LP | 0001759115 | Feb 14, 2025 | 22 | $618.8M |
| Towercrest Capital Management | 0001633288 | Feb 11, 2025 | 103 | $618.7M |
| First National Advisers, LLC | 0001941030 | Feb 10, 2025 | 175 | $618.5M |
| Bank Hapoalim BM | 0000902528 | Jan 27, 2025 | 126 | $618.4M |
| Legacy Financial Group LLC | 0001834011 | Jan 22, 2025 | 111 | $617.7M |
| Canal Capital Management, LLC | 0001666733 | Feb 14, 2025 | 171 | $617.6M |
| Family Manage LLC | 0001539947 | Feb 14, 2025 | 190 | $617.1M |
| Makena Capital Management LLC | 0001359262 | Feb 12, 2025 | 41 | $616.5M |
| Nextech Invest Ltd. | 0001911010 | Feb 14, 2025 | 15 | $616.4M |
| Intrua Financial, LLC | 0001812792 | May 28, 2025 | 357 | $615.6M |
| Wealth Management Nebraska | 0002042783 | Feb 3, 2025 | 71 | $614.8M |
| Belmont Capital, LLC | 0001793367 | Feb 13, 2025 | 120 | $614.7M |
| Fort Baker Capital Management LP | 0001688382 | Feb 14, 2025 | 64 | $614.2M |
| Strategic Point Investment Advisors, LLC | 0001295044 | Jan 23, 2025 | 34 | $613.5M |
| Rbo & Co. LLC | 0001162827 | Feb 14, 2025 | 52 | $613.2M |
| Marquette Asset Management, LLC | 0001395067 | Jan 14, 2025 | 190 | $612.7M |
| Destiny Wealth Partners, LLC | 0001844369 | Jan 24, 2025 | 167 | $612.2M |
| Dimension Capital Management LLC | 0001041773 | Feb 14, 2025 | 109 | $612.1M |
| Nishkama Capital, LLC | 0001633799 | Feb 14, 2025 | 49 | $612.0M |
| Academy Capital Management | 0001031972 | Feb 6, 2025 | 41 | $611.9M |
| Sandler Capital Management | 0001000742 | Feb 14, 2025 | 123 | $611.8M |
| Sargent Investment Group, LLC | 0001766157 | Jan 27, 2025 | 235 | $611.4M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0001512022 | Feb 13, 2025 | 94 | $610.9M |
| Concord Wealth Partners | 0001814214 | Jan 24, 2025 | 921 | $610.6M |
| Formidable Asset Management, LLC | 0001592613 | Feb 19, 2025 | 373 | $608.9M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0001599719 | Jan 21, 2025 | 31 | $608.6M |
| JT Stratford LLC | 0001689013 | Feb 18, 2025 | 291 | $608.3M |
| Chatham Capital Group, Inc. | 0001108969 | Feb 7, 2025 | 197 | $608.0M |
| Enclave Advisors LLC | 0001836110 | Jan 17, 2025 | 123 | $607.7M |
| Acorn Financial Advisory Services Inc. | 0001018561 | Feb 14, 2025 | 205 | $606.6M |
| 12th Street Asset Management Company, LLC | 0001633703 | Feb 10, 2025 | 31 | $606.6M |
| Tarbox Family Office, Inc. | 0001599603 | Jan 17, 2025 | 107 | $606.3M |
| Meridian Wealth Advisors, LLC | 0001768095 | Feb 11, 2025 | 175 | $606.3M |
| J.P. Marvel Investment Advisors, LLC | 0001426755 | Jan 30, 2025 | 68 | $605.9M |
| Kiltearn Partners LLP | 0001582633 | Feb 12, 2025 | 31 | $605.2M |
| Legacy Financial Advisors, Inc. | 0001730810 | Feb 13, 2025 | 345 | $604.9M |
| Portside Wealth Group, LLC | 0001978608 | Apr 14, 2025 | 407 | $603.7M |
| Avenir Tech Ltd | 0002029708 | Feb 14, 2025 | 6 | $603.5M |
| Redwood Capital Management, LLC | 0001316622 | Feb 14, 2025 | 12 | $603.2M |
| Buffington Mohr McNeal | 0001317829 | Jan 22, 2025 | 133 | $603.1M |
| Glen Eagle Advisors, LLC | 0002029317 | Feb 18, 2025 | 1,110 | $602.8M |
| Cadinha & Co. LLC | 0000923469 | Jan 16, 2025 | 100 | $602.8M |
| Proffitt & Goodson Inc. | 0001123812 | Feb 5, 2025 | 255 | $602.8M |
| Nelson Capital Management, LLC | 0001512611 | Feb 5, 2025 | 107 | $602.7M |
| Wahed Invest LLC | 0001763146 | Feb 14, 2025 | 223 | $601.7M |
| Advisory Research Inc. | 0000902584 | Feb 13, 2025 | 152 | $601.7M |
| Eagle Rock Investment Company, LLC | 0001911407 | Jan 15, 2025 | 151 | $601.6M |
| Marathon Trading Investment Management LLC | 0001572748 | Feb 7, 2025 | 146 | $601.1M |
| Financial Advisors Network, Inc. | 0001697856 | Feb 14, 2025 | 188 | $600.9M |
| TRB Advisors LP | 0001513300 | Feb 11, 2025 | 8 | $600.9M |
| Liberty Wealth Management LLC | 0001769302 | Feb 10, 2025 | 229 | $599.9M |
| Cohen Capital Management, Inc. | 0001508120 | Feb 4, 2025 | 150 | $599.4M |
| Capital Investment Counsel, LLC | 0002033609 | Jan 23, 2025 | 118 | $599.1M |
| McGlone Suttner Wealth Management, Inc. | 0001964819 | Jan 21, 2025 | 176 | $599.0M |
| Pacific Capital Wealth Advisors, Inc. | 0001803523 | Jan 22, 2025 | 401 | $598.9M |
| Foundation Resource Management Inc. | 0001179232 | Jan 14, 2025 | 52 | $598.7M |
| Radnor Capital Management, LLC | 0001696867 | Jan 14, 2025 | 311 | $598.4M |
| Evolution Wealth Advisors, LLC | 0001763121 | Jan 17, 2025 | 143 | $597.8M |
| Tennessee Valley Asset Management Partners | 0001826790 | Jan 22, 2025 | 153 | $597.5M |
| Northstar Group, Inc. | 0001631408 | Jan 28, 2025 | 154 | $597.1M |
| Endurance Services Ltd | 0002011025 | Feb 11, 2025 | 17 | $596.9M |
| Praesidium Investment Management Company, LLC | 0001320769 | Feb 14, 2025 | 12 | $596.2M |
| ThornTree Capital Partners LP | 0001688511 | Feb 14, 2025 | 19 | $596.1M |
| III Capital Management | 0001783139 | Feb 14, 2025 | 35 | $596.0M |
| Market Street Wealth Management Advisors LLC | 0001767601 | Jan 17, 2025 | 98 | $595.7M |
| Mudrick Capital Management, L.P. | 0001655183 | Feb 13, 2025 | 1 | $595.6M |
| Somerville Kurt F | 0001215208 | Feb 13, 2025 | 94 | $595.5M |
| Biltmore Family Office, LLC | 0001731123 | Feb 12, 2025 | 264 | $595.5M |
| Live Oak Private Wealth LLC | 0001799877 | Jan 28, 2025 | 184 | $595.1M |
| Glassman Wealth Services | 0001642160 | Feb 5, 2025 | 175 | $594.2M |
| Nalanda India Equity Fund Ltd | 0001622904 | Jan 22, 2025 | 2 | $593.6M |
| B&D White Capital Company, LLC | 0001752523 | Feb 4, 2025 | 65 | $593.5M |
| Disciplina Capital Management LLC | 0001993404 | Feb 12, 2025 | 73 | $593.5M |
| Crews Bank & Trust | 0002052279 | Jan 23, 2025 | 609 | $593.4M |
| CFM Wealth Partners LLC | 0001801097 | Jan 24, 2025 | 139 | $592.9M |