| Brass Tax Wealth Management, Inc. | 0002002603 | Aug 9, 2024 | 192 | $510.7M |
| Realta Investment Advisors | 0001776792 | Jul 15, 2024 | 779 | $510.7M |
| Thrive Wealth Management, LLC | 0001847610 | Jul 12, 2024 | 216 | $510.6M |
| Peak Asset Management, LLC | 0001632512 | Aug 12, 2024 | 147 | $510.6M |
| EFG Asset Management (Americas) Corp. | 0001598340 | Aug 6, 2024 | 123 | $510.4M |
| Bourgeon Capital Management LLC | 0001088731 | Jul 11, 2024 | 109 | $510.3M |
| Neo Ivy Capital Management | 0001727783 | Jul 19, 2024 | 219 | $509.8M |
| Capital Investment Counsel, LLC | 0002033609 | Aug 14, 2024 | 130 | $509.7M |
| Bell Investment Advisors, Inc | 0001890149 | Aug 8, 2024 | 1,943 | $509.4M |
| Radcliffe Capital Management, L.P. | 0001218275 | Aug 14, 2024 | 39 | $509.3M |
| Genesis Investment Management, LLP | 0001300979 | Jul 12, 2024 | 15 | $508.7M |
| Legacy Financial Group LLC | 0001834011 | Jul 17, 2024 | 107 | $508.4M |
| James J. Burns & Company, LLC | 0001949059 | Jul 17, 2024 | 129 | $508.4M |
| Sandler Capital Management | 0001000742 | Aug 14, 2024 | 90 | $507.9M |
| Headinvest, LLC | 0001372130 | Aug 14, 2024 | 225 | $507.8M |
| Winslow Asset Management Inc. | 0001286534 | Aug 9, 2024 | 77 | $507.7M |
| Rempart Asset Management Inc. | 0001844571 | Jul 5, 2024 | 42 | $507.5M |
| Pilgrim Global Advisors LLC | 0001963918 | Aug 14, 2024 | 5 | $507.2M |
| 49 Wealth Management, LLC | 0002022291 | Jul 30, 2024 | 158 | $507.2M |
| Tolleson Wealth Management, Inc. | 0001772937 | Aug 14, 2024 | 81 | $507.0M |
| Bain Capital Credit, LP | 0001317947 | Aug 14, 2024 | 7 | $507.0M |
| NBW Capital LLC | 0001512901 | Aug 14, 2024 | 101 | $507.0M |
| GC Wealth Management RIA, LLC | 0002011169 | Jul 31, 2024 | 268 | $506.5M |
| North Growth Management Ltd. | 0001745796 | Jul 25, 2024 | 46 | $506.1M |
| Capital Advisors Wealth Management, LLC | 0001824700 | Jul 16, 2024 | 160 | $505.8M |
| MA Private Wealth | 0001767474 | Aug 5, 2024 | 75 | $505.6M |
| Act Two Investors LLC | 0001766907 | Aug 12, 2024 | 49 | $505.2M |
| Intel Corp | 0000050863 | Aug 13, 2024 | 4 | $504.9M |
| Centerbridge Partners, L.P. | 0001484836 | Aug 14, 2024 | 9 | $504.9M |
| Euro Pacific Asset Management, LLC | 0001796651 | Jul 30, 2024 | 68 | $504.8M |
| Goehring & Rozencwajg Associates, LLC | 0001863154 | Aug 12, 2024 | 48 | $503.7M |
| Fortis Group Advisors, LLC | 0001815183 | Jul 30, 2024 | 500 | $503.5M |
| Private Capital Management LLC | 0001778185 | Mar 12, 2025 | 239 | $503.4M |
| Kowal Investment Group, LLC | 0001846786 | Aug 13, 2024 | 181 | $501.1M |
| Blue Fin Capital, Inc. | 0001576102 | Jul 31, 2024 | 143 | $500.8M |
| Core Alternative Capital | 0001776878 | Aug 16, 2024 | 363 | $500.2M |
| Capital Management Corp. | 0001074273 | Jul 25, 2024 | 75 | $499.2M |
| Hound Partners, LLC | 0001353316 | Aug 14, 2024 | 16 | $498.6M |
| Goldstone Financial Group, LLC | 0002040021 | Jan 15, 2025 | 179 | $498.5M |
| Private Wealth Strategies, L.L.C. | 0001803189 | Aug 1, 2024 | 73 | $498.4M |
| Wahed Invest LLC | 0001763146 | Aug 14, 2024 | 235 | $498.2M |
| Blue Grotto Capital, LLC | 0001764725 | Aug 13, 2024 | 23 | $497.8M |
| Cantor Fitzgerald, L. P. | 0001024896 | Aug 14, 2024 | 223 | $497.7M |
| IAG Wealth Partners, LLC | 0001827261 | Jul 16, 2024 | 499 | $497.6M |
| Beck Bode, LLC | 0001790548 | Aug 15, 2024 | 104 | $497.5M |
| Roberts Financial Services LLC | 0001767602 | Jul 18, 2024 | 88 | $497.4M |
| SOA Wealth Advisors, LLC. | 0001849444 | Jul 17, 2024 | 855 | $497.1M |
| Ellenbecker Investment Group | 0001731497 | Jul 11, 2024 | 117 | $496.9M |
| ADAR1 Capital Management, LLC | 0001940272 | Aug 13, 2024 | 245 | $496.6M |
| Advocate Group LLC | 0001853401 | Jul 10, 2024 | 121 | $496.6M |
| CRA Financial Services, LLC | 0001765594 | Jul 12, 2024 | 251 | $495.6M |
| Glynn Capital Management LLC | 0000911270 | Aug 2, 2024 | 39 | $495.5M |
| Schnieders Capital Management LLC | 0001603937 | Aug 13, 2024 | 200 | $495.2M |
| Montag & Caldwell, LLC | 0000067698 | Aug 9, 2024 | 85 | $495.1M |
| Norden Group LLC | 0001990699 | Aug 6, 2024 | 404 | $494.8M |
| Tetrad Corp. | 0000883597 | Aug 1, 2025 | 3 | $494.7M |
| Cyrus J. Lawrence, LLC | 0001919920 | Aug 13, 2024 | 171 | $493.5M |
| Summit Financial Wealth Advisors, LLC | 0001632283 | Aug 12, 2024 | 141 | $493.5M |
| Chandler Asset Management, Inc. | 0001665018 | Aug 12, 2024 | 24 | $493.5M |
| Mengis Capital Management, Inc. | 0001609674 | Aug 13, 2024 | 180 | $493.4M |
| Polymer Capital Management (HK) LTD | 0001970465 | Aug 14, 2024 | 156 | $493.1M |
| StepStone Group LP | 0001502287 | Aug 14, 2024 | 16 | $493.1M |
| CHICAGO TRUST Co NA | 0001601539 | Jul 11, 2024 | 320 | $493.0M |
| Spirit of America Management Corp. | 0001041283 | Jul 25, 2024 | 314 | $492.9M |
| Farmers Trust Co. | 0001318055 | Jul 16, 2024 | 180 | $492.6M |
| Gleason Group, Inc. | 0001822632 | Jul 12, 2024 | 269 | $492.5M |
| First National Bank & Trust Co. of Newtown | 0001339908 | Jul 23, 2024 | 133 | $492.2M |
| Tybourne Capital Management (hk) Ltd. | 0001553936 | Aug 14, 2024 | 36 | $491.7M |
| Dimension Capital Management LLC | 0001041773 | Aug 14, 2024 | 105 | $491.6M |
| Montecito Bank & Trust | 0001422508 | Jul 17, 2024 | 259 | $491.6M |
| Ramirez Asset Management, Inc. | 0001992110 | Aug 14, 2024 | 394 | $491.3M |
| Bricktown Capital, LLC | 0001934657 | Jul 29, 2024 | 50 | $491.2M |
| First Bank & Trust | 0001692632 | Jul 9, 2024 | 225 | $491.0M |
| Dividend Assets Capital, LLC | 0001365167 | Aug 2, 2024 | 133 | $490.6M |
| Sargent Investment Group, LLC | 0001766157 | Aug 9, 2024 | 220 | $490.2M |
| Wedgewood Partners Inc. | 0000859804 | Aug 13, 2024 | 19 | $490.1M |
| Matthew Goff Investment Advisor, LLC | 0000935359 | Jul 22, 2024 | 97 | $490.0M |
| Broderick Brian C | 0001314376 | Aug 12, 2024 | 81 | $489.9M |
| Stanley Capital Management, LLC | 0001518934 | Aug 14, 2024 | 38 | $489.3M |
| Austin Asset Management Co Inc | 0001902024 | Aug 12, 2024 | 66 | $489.0M |
| Speece Thorson Capital Group Inc. | 0000900169 | Jul 29, 2024 | 42 | $489.0M |
| Financial Advisors, LLC | 0001766909 | Jul 15, 2024 | 74 | $489.0M |
| Hutchinson Capital Management | 0001078246 | Aug 7, 2024 | 87 | $488.9M |
| Asio Capital, LLC | 0001803291 | Jul 17, 2024 | 96 | $488.6M |
| Columbus Hill Capital Management, L.P. | 0001384982 | Aug 13, 2024 | 32 | $488.0M |
| Capital Advantage, Inc. | 0001628896 | Jul 12, 2024 | 48 | $487.9M |
| Commonwealth Financial Services, LLC | 0001536755 | Aug 13, 2024 | 191 | $487.2M |
| RPTC Inc. | 0001714450 | Aug 14, 2024 | 6 | $487.1M |
| Geometric Wealth Advisors | 0001900576 | Aug 14, 2024 | 58 | $486.9M |
| McGlone Suttner Wealth Management, Inc. | 0001964819 | Jul 18, 2024 | 163 | $486.7M |
| Mraz, Amerine & Associates, Inc. | 0001542324 | Jul 24, 2025 | 168 | $486.7M |
| Gries Financial LLC | 0001049662 | Aug 2, 2024 | 244 | $486.3M |
| Deer Management Co. LLC | 0001494127 | Aug 14, 2024 | 12 | $486.1M |
| Think Investments LP | 0001635999 | Aug 14, 2024 | 20 | $485.8M |
| Scientech Research LLC | 0002011556 | Aug 14, 2024 | 563 | $485.5M |
| Blue Bell Private Wealth Management, LLC | 0001352860 | Aug 5, 2024 | 716 | $484.2M |
| Marotta Asset Management | 0001802091 | Jul 17, 2024 | 110 | $483.4M |
| PSquared Asset Management AG | 0001623624 | Aug 13, 2024 | 10 | $483.1M |
| Probity Advisors, Inc. | 0001676603 | Aug 14, 2024 | 207 | $482.7M |
| Lineweaver Wealth Advisors, LLC | 0001797873 | Aug 2, 2024 | 126 | $482.6M |