| Burling Wealth Partners, LLC | 0002054946 | Nov 7, 2025 | 176 | $604.0M |
| Creekmur Asset Management LLC | 0002013091 | Nov 12, 2025 | 842 | $603.2M |
| Trust Co of the South | 0002008165 | Oct 2, 2025 | 133 | $602.7M |
| Princeton Global Asset Management LLC | 0001767349 | Oct 9, 2025 | 762 | $602.4M |
| Vanderbilt University | 0001825985 | Oct 20, 2025 | 73 | $602.3M |
| Northwest Bancshares, Inc. | 0001471265 | Nov 14, 2025 | 181 | $602.2M |
| High Ground Investment Management LLP | 0001828180 | Nov 5, 2025 | 8 | $601.9M |
| Brass Tax Wealth Management, Inc. | 0002002603 | Nov 14, 2025 | 246 | $601.5M |
| Apollon Financial, LLC | 0002011195 | Oct 17, 2025 | 223 | $601.5M |
| Alpha Omega Wealth Management LLC | 0001665633 | Oct 22, 2025 | 204 | $601.0M |
| Sycomore Asset Management | 0001728681 | Nov 21, 2025 | 63 | $600.9M |
| American Money Management, LLC | 0001600085 | Nov 10, 2025 | 155 | $599.3M |
| Citizens Business Bank | 0001948632 | Nov 12, 2025 | 147 | $599.2M |
| Rainey & Randall Wealth Advisors Inc. | 0001728355 | Nov 3, 2025 | 77 | $598.6M |
| HughesLittle Investment Management Ltd. | 0002106035 | Mar 20, 2026 | 15 | $598.1M |
| Pacific Sage Partners, LLC | 0001936845 | Nov 6, 2025 | 114 | $597.2M |
| Endurance Services Ltd | 0002011025 | Nov 12, 2025 | 14 | $597.1M |
| First Commonwealth Financial Corp | 0000712537 | Nov 14, 2025 | 264 | $596.8M |
| Riversedge Advisors, LLC | 0001787663 | Oct 9, 2025 | 198 | $596.7M |
| Capital Group Investment Management Pte. LTD. | 0001939970 | Nov 13, 2025 | 139 | $596.6M |
| Global Wealth Management Investment Advisory, Inc. | 0001767855 | Oct 27, 2025 | 152 | $596.5M |
| Sky Investment Group LLC | 0001333792 | Oct 9, 2025 | 143 | $596.4M |
| D L Carlson Investment Group Inc. | 0001021117 | Nov 14, 2025 | 138 | $595.8M |
| Requisite Capital Management, LLC | 0001730573 | Nov 12, 2025 | 362 | $595.5M |
| Arthur M. Cohen & Associates, LLC | 0001692252 | Oct 14, 2025 | 127 | $594.8M |
| Boston Standard Wealth Management, LLC | 0001630939 | Oct 6, 2025 | 49 | $594.7M |
| MA Private Wealth | 0001767474 | Nov 6, 2025 | 80 | $594.7M |
| Light Street Capital Management, LLC | 0001569049 | Nov 14, 2025 | 27 | $594.5M |
| Aspen Grove Capital, LLC | 0001806027 | Nov 14, 2025 | 205 | $594.3M |
| First Bank & Trust | 0001692632 | Oct 10, 2025 | 257 | $594.2M |
| Maia Wealth LLC | 0002010858 | Nov 13, 2025 | 337 | $593.8M |
| Stone House Investment Management, LLC | 0001696497 | Oct 27, 2025 | 723 | $593.6M |
| Ascentis Independent Advisors | 0001845003 | Oct 21, 2025 | 450 | $593.0M |
| SilverOak Wealth Management LLC | 0001764766 | Oct 24, 2025 | 114 | $592.8M |
| V-Square Quantitative Management LLC | 0001943239 | Nov 12, 2025 | 177 | $592.8M |
| PenderFund Capital Management Ltd. | 0001706164 | Nov 14, 2025 | 207 | $592.7M |
| Knightsbridge Asset Management, LLC | 0001332811 | Nov 14, 2025 | 175 | $591.6M |
| 12th Street Asset Management Company, LLC | 0001633703 | Nov 6, 2025 | 30 | $591.2M |
| JB Capital Partners LP | 0001138532 | Nov 14, 2025 | 86 | $591.0M |
| Topsail Wealth Management, LLC | 0002056627 | Nov 4, 2025 | 257 | $590.7M |
| Dynamic Technology Lab Private Ltd | 0001535387 | Nov 13, 2025 | 769 | $590.4M |
| Oasis Management Co Ltd. | 0001317904 | Nov 14, 2025 | 105 | $590.2M |
| Integrated Investment Consultants, LLC | 0001665337 | Nov 18, 2025 | 326 | $589.3M |
| Optas, LLC | 0001802961 | Oct 15, 2025 | 395 | $589.2M |
| Te Ahumairangi Investment Management Ltd | 0001832237 | Nov 13, 2025 | 84 | $588.5M |
| Brasada Capital Management, LP | 0001643833 | Nov 14, 2025 | 141 | $588.1M |
| Armbruster Capital Management, Inc. | 0001664847 | Oct 20, 2025 | 131 | $587.6M |
| Well Done, LLC | 0001667132 | Oct 28, 2025 | 187 | $587.3M |
| Huntleigh Advisors, Inc. | 0001367653 | Oct 30, 2025 | 278 | $586.4M |
| Ithaka Group LLC | 0001484043 | Nov 12, 2025 | 38 | $585.7M |
| Serenus Wealth Advisors, LLC | 0002053695 | Nov 7, 2025 | 67 | $585.4M |
| Clearstead Trust, LLC | 0001708001 | Nov 10, 2025 | 1,511 | $585.3M |
| Matthew Goff Investment Advisor, LLC | 0000935359 | Oct 15, 2025 | 96 | $585.1M |
| Retirement Income Solutions, Inc. | 0001730386 | Oct 14, 2025 | 165 | $584.8M |
| Jackson Hole Capital Partners, LLC | 0001767049 | Oct 28, 2025 | 305 | $584.7M |
| Orrstown Financial Services Inc. | 0000826154 | Oct 10, 2025 | 127 | $584.4M |
| Commonwealth Financial Services, LLC | 0001536755 | Oct 21, 2025 | 227 | $584.4M |
| Mitchell Capital Management Co. | 0001080351 | Nov 6, 2025 | 126 | $584.2M |
| Providence Equity Partners L.L.C. | 0001492133 | Nov 14, 2025 | 3 | $583.6M |
| Abundance Wealth Counselors | 0001767080 | Oct 22, 2025 | 166 | $583.4M |
| Jacobson & Schmitt Advisors, LLC | 0001632096 | Nov 10, 2025 | 86 | $582.8M |
| Advyzon Investment Management, LLC | 0002011872 | Nov 10, 2025 | 477 | $582.6M |
| Portfolio Design Labs, LLC | 0002010278 | Nov 12, 2025 | 200 | $582.4M |
| Aip, LLC | 0001714498 | Nov 12, 2025 | 2 | $582.0M |
| Perseverance Asset Management International | 0001802695 | Nov 14, 2025 | 15 | $582.0M |
| Laird Norton Wetherby Trust Company, LLC | 0000723204 | Nov 14, 2025 | 65 | $582.0M |
| Topline Capital Management, LLC | 0001792549 | Nov 14, 2025 | 42 | $581.6M |
| Baker Chad R | 0001666470 | Oct 16, 2025 | 54 | $581.1M |
| Bearing Point Capital, LLC | 0002052916 | Nov 12, 2025 | 164 | $581.0M |
| Sompo Asset Management Co., Ltd. | 0001533504 | Nov 14, 2025 | 183 | $580.8M |
| Fortis Group Advisors, LLC | 0001815183 | Nov 7, 2025 | 536 | $580.7M |
| Farmers Trust Co. | 0001318055 | Oct 1, 2025 | 195 | $580.3M |
| Balboa Wealth Partners | 0001929008 | Nov 6, 2025 | 407 | $579.6M |
| EFG Asset Management (Americas) Corp. | 0001598340 | Nov 14, 2025 | 146 | $579.2M |
| Lone Peak Global Investors LLC | 0001730467 | Nov 14, 2025 | 43 | $578.6M |
| Partners in Financial Planning | 0002054264 | Nov 10, 2025 | 115 | $578.5M |
| Pacific Capital Wealth Advisors, Inc. | 0001803523 | Oct 29, 2025 | 79 | $578.0M |
| Hutchinson Capital Management | 0001078246 | Nov 12, 2025 | 97 | $577.9M |
| Providence Capital Advisors, LLC | 0001730814 | Nov 6, 2025 | 220 | $577.4M |
| Perennial Advisors, LLC | 0001697360 | Oct 14, 2025 | 127 | $577.4M |
| Bwcp, LP | 0001787893 | Nov 14, 2025 | 23 | $577.1M |
| Robotti Robert | 0001105838 | Nov 12, 2025 | 60 | $576.4M |
| Warwick Investment Management, Inc. | 0001931041 | Oct 24, 2025 | 153 | $576.1M |
| TrueMark Investments, LLC | 0001974457 | Oct 30, 2025 | 194 | $575.4M |
| North Growth Management Ltd. | 0001745796 | Oct 22, 2025 | 47 | $574.3M |
| Duncker Streett & Co. Inc. | 0001020585 | Oct 23, 2025 | 534 | $574.0M |
| Brickley Wealth Management | 0001712533 | Oct 22, 2025 | 53 | $573.8M |
| Francisco Partners Management, LP | 0001197853 | Nov 14, 2025 | 3 | $573.5M |
| CIBC Capital Markets (Europe) S.A. | 0002045104 | Nov 6, 2025 | 10 | $573.4M |
| Manitou Investment Management Ltd. | 0001657428 | Oct 17, 2025 | 57 | $573.2M |
| Decheng Capital LLC | 0002010850 | Nov 14, 2025 | 23 | $573.2M |
| Cache Advisors, LLC | 0002052593 | Nov 12, 2025 | 107 | $573.2M |
| Peak Asset Management, LLC | 0001632512 | Nov 13, 2025 | 148 | $572.8M |
| RPTC Inc. | 0001714450 | Nov 14, 2025 | 7 | $572.7M |
| Banc Funds Co. LLC | 0001029311 | Nov 14, 2025 | 111 | $572.0M |
| Cornerstone Advisors Asset Management, LLC | 0002044324 | Nov 4, 2025 | 128 | $572.0M |
| LJI Wealth Management, LLC | 0001988563 | Oct 29, 2025 | 180 | $571.9M |
| Lebenthal Global Advisors, LLC | 0001845766 | Nov 4, 2025 | 191 | $571.5M |
| Rather & Kittrell, Inc. | 0001582112 | Oct 28, 2025 | 98 | $571.2M |
| Martel Wealth Advisors LLC | 0002039437 | Oct 14, 2025 | 70 | $570.8M |