| Lawson Kroeker Investment Management Inc. | 0001013701 | Jan 23, 2025 | 91 | $531.1M |
| Morton Capital Management LLC | 0002002628 | Jan 15, 2025 | 111 | $530.0M |
| Hutchinson Capital Management | 0001078246 | Feb 10, 2025 | 93 | $530.0M |
| Roberts Financial Services LLC | 0001767602 | Jan 17, 2025 | 85 | $530.0M |
| Headinvest, LLC | 0001372130 | Feb 18, 2025 | 231 | $529.9M |
| Asio Capital, LLC | 0001803291 | Jan 21, 2025 | 104 | $529.4M |
| Medicxi Ventures Management (Jersey) Ltd | 0001715579 | Jan 23, 2025 | 5 | $529.0M |
| Topline Capital Management, LLC | 0001792549 | Feb 14, 2025 | 36 | $528.8M |
| Pureheart Capital Pte Ltd. | 0002087977 | Sep 30, 2025 | 6 | $528.7M |
| Tufton Capital Management | 0001055963 | Feb 5, 2025 | 120 | $528.7M |
| Sugarloaf Wealth Management, LLC | 0001664864 | Jan 10, 2025 | 686 | $528.7M |
| SevenBridge Financial Group, LLC | 0001673954 | Feb 12, 2025 | 222 | $528.6M |
| San Luis Wealth Advisors LLC | 0001844709 | Jan 14, 2025 | 143 | $528.1M |
| HughesLittle Investment Management Ltd. | 0002106035 | Mar 20, 2026 | 17 | $528.1M |
| Woodson Capital Management, LP | 0001697848 | Feb 14, 2025 | 28 | $528.0M |
| Alpha Omega Wealth Management LLC | 0001665633 | Jan 24, 2025 | 201 | $527.5M |
| Compass Financial Group, INC | 0001964835 | Jan 30, 2025 | 94 | $527.4M |
| Alpine Woods Capital Investors, LLC | 0001226886 | Feb 10, 2025 | 172 | $527.2M |
| North Growth Management Ltd. | 0001745796 | Jan 28, 2025 | 46 | $527.1M |
| NINE MASTS CAPITAL Ltd | 0001569356 | Feb 6, 2025 | 89 | $526.9M |
| Diameter Capital Partners LP | 0001727012 | Feb 14, 2025 | 24 | $526.6M |
| Capital Group Investment Management Pte. LTD. | 0001939970 | Feb 13, 2025 | 139 | $526.4M |
| Rice Partnership, LLC | 0001736736 | Jan 24, 2025 | 168 | $525.1M |
| Blue Bell Private Wealth Management, LLC | 0001352860 | Feb 7, 2025 | 676 | $524.9M |
| Moment Partners, LLC | 0002055889 | Feb 12, 2025 | 114 | $524.9M |
| Madrone Advisors, LLC | 0001964563 | Feb 13, 2025 | 6 | $524.8M |
| New York Life Insurance Co. | 0000071633 | Jan 30, 2025 | 4 | $524.7M |
| Lathrop Investment Management Co. | 0001124841 | Feb 14, 2025 | 86 | $524.6M |
| Delta Air Lines, Inc. | 0000027904 | Feb 11, 2025 | 2 | $524.3M |
| Noesis Capital Mangement Corp. | 0001262677 | Feb 5, 2025 | 113 | $524.0M |
| Permanens Capital L.P. | 0001599637 | Feb 14, 2025 | 53 | $523.7M |
| Ascentis Independent Advisors | 0001845003 | Jan 24, 2025 | 432 | $523.4M |
| Chandler Asset Management, Inc. | 0001665018 | Jan 27, 2025 | 26 | $523.2M |
| Columbia Asset Management | 0001585047 | Feb 12, 2025 | 185 | $523.0M |
| Adams Wealth Management | 0001803084 | Feb 13, 2025 | 114 | $522.9M |
| JB Capital Partners LP | 0001138532 | Feb 13, 2025 | 81 | $522.3M |
| Mak Capital One LLC | 0001385702 | Feb 14, 2025 | 8 | $522.3M |
| Cheviot Value Management, LLC | 0001427147 | Feb 14, 2025 | 70 | $521.6M |
| Strategic Financial Concepts, LLC | 0001870686 | Jan 30, 2025 | 330 | $521.4M |
| Financial Advisors, LLC | 0001766909 | Jan 15, 2025 | 83 | $521.3M |
| Accurate Wealth Management, LLC | 0001877728 | Jan 14, 2025 | 376 | $521.1M |
| First Bank & Trust | 0001692632 | Feb 3, 2025 | 236 | $521.0M |
| Portman Square Capital LLP | 0001966898 | Jan 16, 2025 | 60 | $519.6M |
| Probity Advisors, Inc. | 0001676603 | Mar 5, 2025 | 231 | $519.5M |
| Columbus Hill Capital Management, L.P. | 0001384982 | Feb 13, 2025 | 23 | $519.0M |
| Standpoint Asset Management, LLC | 0001780423 | Feb 14, 2025 | 8 | $518.9M |
| West Financial Advisors, LLC | 0001843684 | Jan 14, 2025 | 205 | $518.6M |
| Azzad Asset Management Inc. | 0001121914 | Feb 27, 2025 | 172 | $518.5M |
| Maxi Investments CY Ltd | 0001838222 | Feb 10, 2025 | 142 | $518.5M |
| AdvisorShares Investments LLC | 0001425930 | Feb 14, 2025 | 264 | $518.3M |
| Jacobson & Schmitt Advisors, LLC | 0001632096 | Feb 3, 2025 | 78 | $517.4M |
| Clark Estates Inc. | 0001056466 | Feb 6, 2025 | 92 | $517.4M |
| Dechtman Wealth Management, LLC | 0001992316 | Feb 12, 2025 | 65 | $517.4M |
| Cyrus J. Lawrence, LLC | 0001919920 | Feb 11, 2025 | 191 | $517.0M |
| Third Avenue Management LLC | 0001099281 | Feb 13, 2025 | 59 | $516.8M |
| Cornerstone Management, Inc. | 0001587867 | Jan 24, 2025 | 53 | $516.7M |
| Ardsley Advisory Partners LP | 0000900529 | Feb 14, 2025 | 101 | $516.3M |
| Regatta Capital Group, LLC | 0001911488 | Jan 21, 2025 | 186 | $515.9M |
| Strategy Asset Managers LLC | 0001166716 | Feb 12, 2025 | 244 | $515.6M |
| Dividend Assets Capital, LLC | 0001365167 | Feb 3, 2025 | 136 | $515.4M |
| Triasima Portfolio Management inc. | 0001938757 | Jan 28, 2025 | 144 | $515.3M |
| River Global Investors LLP | 0001486180 | Feb 7, 2025 | 138 | $515.0M |
| Boston Standard Wealth Management, LLC | 0001630939 | Jan 27, 2025 | 47 | $514.6M |
| EFG Asset Management (Americas) Corp. | 0001598340 | Feb 7, 2025 | 121 | $514.2M |
| Stanley Capital Management, LLC | 0001518934 | Feb 14, 2025 | 37 | $513.8M |
| Sentry LLC | 0002004474 | Jan 23, 2025 | 122 | $513.6M |
| Greenfield FTC, Inc. | 0001842727 | Jan 27, 2025 | 3 | $513.6M |
| Delta Investment Management, LLC | 0001757043 | Feb 18, 2025 | 254 | $513.5M |
| Act Two Investors LLC | 0001766907 | Feb 13, 2025 | 46 | $513.5M |
| AssuredPartners Investment Advisors, LLC | 0002055492 | Feb 12, 2025 | 320 | $513.2M |
| American Money Management, LLC | 0001600085 | Feb 12, 2025 | 139 | $512.6M |
| Nicolet Bankshares Inc. | 0001174850 | Feb 13, 2025 | 193 | $512.1M |
| Martel Wealth Advisors LLC | 0002039437 | Jan 16, 2025 | 70 | $512.1M |
| Fourthstone LLC | 0001767803 | Feb 13, 2025 | 68 | $512.1M |
| CoreCommodity Management, LLC | 0001301743 | Feb 14, 2025 | 127 | $512.0M |
| Summit Financial Wealth Advisors, LLC | 0001632283 | Feb 13, 2025 | 150 | $511.3M |
| Gallagher Fiduciary Advisors, LLC | 0001527781 | Feb 14, 2025 | 298 | $510.9M |
| Baker Chad R | 0001666470 | Jan 15, 2025 | 50 | $510.8M |
| Solel Partners LP | 0001790604 | Feb 14, 2025 | 22 | $510.7M |
| Patton Fund Management, Inc. | 0001689232 | Jan 23, 2025 | 76 | $510.4M |
| Commonwealth Financial Services, LLC | 0001536755 | Jan 27, 2025 | 192 | $510.2M |
| Vanderbilt University | 0001825985 | Jan 27, 2025 | 76 | $510.2M |
| McRae Capital Management Inc. | 0000320376 | Jan 30, 2025 | 91 | $510.1M |
| Broderick Brian C | 0001314376 | Feb 13, 2025 | 82 | $509.9M |
| Carolinas Wealth Consulting LLC | 0001803425 | Feb 27, 2025 | 1,056 | $508.8M |
| Calydon Capital | 0001759271 | Feb 18, 2025 | 238 | $508.5M |
| Quarry LP | 0001965207 | Feb 14, 2025 | 1,570 | $508.3M |
| TLWM | 0001732537 | Jan 14, 2025 | 73 | $508.3M |
| Personal Cfo Solutions, LLC | 0001677501 | Feb 7, 2025 | 457 | $508.2M |
| Pier 88 Investment Partners LLC | 0001697366 | Feb 12, 2025 | 96 | $508.1M |
| Noked Israel Ltd | 0001767750 | Feb 14, 2025 | 16 | $508.1M |
| Wedgewood Partners Inc. | 0000859804 | Feb 14, 2025 | 19 | $507.9M |
| Ellis Investment Partners, LLC | 0001765590 | Jan 30, 2025 | 235 | $507.9M |
| LJI Wealth Management, LLC | 0001988563 | Jan 28, 2025 | 180 | $507.7M |
| Orion Resource Partners LP | 0002032200 | Feb 14, 2025 | 19 | $507.0M |
| Speece Thorson Capital Group Inc. | 0000900169 | Feb 13, 2025 | 41 | $506.9M |
| Trifecta Capital Advisors, LLC | 0001962615 | Feb 4, 2025 | 405 | $506.4M |
| Torno Capital, LLC | 0001974312 | May 14, 2025 | 41 | $506.3M |
| Manitou Investment Management Ltd. | 0001657428 | Jan 21, 2025 | 55 | $506.2M |
| United Advisor Group, LLC | 0002004873 | Feb 24, 2025 | 363 | $505.6M |