| Strategy Asset Managers LLC | 0001166716 | Aug 7, 2025 | 240 | $535.6M |
| Lebenthal Global Advisors, LLC | 0001845766 | Aug 14, 2025 | 187 | $535.6M |
| Ramsay, Stattman, Vela & Price, Inc. | 0001541399 | Jul 31, 2025 | 80 | $535.5M |
| Farmers Trust Co. | 0001318055 | Jul 14, 2025 | 185 | $535.5M |
| Meteora Capital, LLC | 0001905106 | Aug 14, 2025 | 166 | $535.5M |
| Mitchell Capital Management Co. | 0001080351 | Jul 25, 2025 | 107 | $534.9M |
| IFC Advisors LLC | 0002053348 | Jul 28, 2025 | 169 | $534.6M |
| Abundance Wealth Counselors | 0001767080 | Jul 21, 2025 | 165 | $534.2M |
| Olstein Capital Management, L.P. | 0000947996 | Jul 22, 2025 | 101 | $533.4M |
| Well Done, LLC | 0001667132 | Jul 15, 2025 | 176 | $533.2M |
| Global Wealth Management Investment Advisory, Inc. | 0001767855 | Aug 7, 2025 | 143 | $532.9M |
| Moment Partners, LLC | 0002055889 | Jul 31, 2025 | 114 | $532.9M |
| SilverOak Wealth Management LLC | 0001764766 | Jul 29, 2025 | 118 | $532.9M |
| North Growth Management Ltd. | 0001745796 | Aug 13, 2025 | 47 | $532.9M |
| Beverly Hills Private Wealth, LLC | 0001965710 | Jul 29, 2025 | 337 | $532.8M |
| Matauro, LLC | 0002052964 | Jul 21, 2025 | 136 | $532.6M |
| Werba Rubin Papier Wealth Management | 0001971029 | Jul 29, 2025 | 230 | $532.2M |
| Advisors Management Group Inc. | 0000842766 | Jul 16, 2025 | 150 | $531.2M |
| Vanderbilt University | 0001825985 | Jul 21, 2025 | 77 | $529.9M |
| Lathrop Investment Management Co. | 0001124841 | Aug 4, 2025 | 83 | $528.9M |
| Clearstead Trust, LLC | 0001708001 | Aug 8, 2025 | 1,489 | $528.6M |
| Nextech Invest Ltd. | 0001595430 | Aug 14, 2025 | 16 | $528.4M |
| Gateway Wealth Partners, LLC | 0001966037 | Aug 13, 2025 | 355 | $527.1M |
| Sensible Financial Planning & Management, LLC. | 0001567738 | Aug 8, 2025 | 37 | $526.6M |
| TLWM | 0001732537 | Jul 28, 2025 | 70 | $526.4M |
| Optas, LLC | 0001802961 | Jul 23, 2025 | 360 | $526.3M |
| Tufton Capital Management | 0001055963 | Aug 5, 2025 | 118 | $525.9M |
| Conversant Capital LLC | 0001850901 | Aug 15, 2025 | 14 | $525.9M |
| Manitou Investment Management Ltd. | 0001657428 | Jul 25, 2025 | 61 | $525.8M |
| Adams Wealth Management | 0001803084 | Sep 25, 2025 | 182 | $525.2M |
| Wealth Alliance Advisory Group, LLC | 0001735734 | Jul 7, 2025 | 186 | $525.2M |
| Maia Wealth LLC | 0002010858 | Aug 13, 2025 | 323 | $524.8M |
| Cim Investment Management Inc. | 0001179791 | Aug 22, 2025 | 253 | $524.8M |
| TT International Asset Management LTD | 0001809187 | Jul 10, 2025 | 49 | $524.8M |
| Lone Peak Global Investors LLC | 0001730467 | Aug 12, 2025 | 46 | $524.5M |
| Summit Wealth Partners, LLC | 0002033312 | Aug 11, 2025 | 213 | $524.4M |
| UG Investment Advisers Ltd. | 0001697814 | Jul 21, 2025 | 12 | $523.9M |
| PAX Financial Group, LLC | 0001803673 | Aug 11, 2025 | 234 | $523.3M |
| Corsair Capital Management, L.P. | 0001276470 | Apr 21, 2026 | 151 | $522.0M |
| Front Street Capital Management, Inc. | 0001683182 | Aug 15, 2025 | 70 | $521.9M |
| True North Advisors, LLC | 0001634556 | Jul 16, 2025 | 222 | $521.8M |
| Call To Action Foundation | 0001981942 | Aug 8, 2025 | 1 | $521.5M |
| Rempart Asset Management Inc. | 0001844571 | Jul 17, 2025 | 34 | $520.7M |
| Advisory Resource Group | 0001764968 | Aug 8, 2025 | 167 | $520.4M |
| Mountain Capital Investment Advisors Inc. | 0001714506 | Jul 29, 2025 | 73 | $520.4M |
| Delta Investment Management, LLC | 0001757043 | Aug 1, 2025 | 239 | $520.3M |
| Lincoln Capital LLC | 0001633862 | Jul 11, 2025 | 123 | $519.7M |
| Cornerstone Advisors Asset Management, LLC | 0002044324 | Aug 8, 2025 | 113 | $519.3M |
| Commonwealth Financial Services, LLC | 0001536755 | Jul 25, 2025 | 212 | $519.3M |
| Masters Capital Management LLC | 0001104186 | Aug 14, 2025 | 39 | $519.3M |
| Gibbs Wealth Management | 0002081110 | Aug 13, 2025 | 367 | $519.3M |
| Brass Tax Wealth Management, Inc. | 0002002603 | Aug 11, 2025 | 228 | $519.3M |
| Edge Wealth Management LLC | 0001567163 | Jul 14, 2025 | 82 | $519.2M |
| Huntleigh Advisors, Inc. | 0001367653 | Jul 29, 2025 | 270 | $518.4M |
| Drucker Wealth 3.0, LLC | 0002031642 | Jul 24, 2025 | 221 | $517.9M |
| Kingdon Capital Management, L.L.C. | 0001000097 | Aug 14, 2025 | 54 | $517.9M |
| SMI Advisory Services, LLC | 0001609008 | Jul 18, 2025 | 51 | $517.5M |
| Brady Martz Wealth Solutions, LLC | 0002049470 | Jul 14, 2025 | 146 | $516.9M |
| Ninepoint Partners LP | 0001715635 | Aug 5, 2025 | 85 | $516.7M |
| Moody Aldrich Partners LLC | 0000936941 | Aug 4, 2025 | 178 | $516.6M |
| Aire Advisors, LLC | 0001908177 | Jul 29, 2025 | 164 | $516.3M |
| Tounjian Advisory Partners, LLC | 0002039850 | Jul 9, 2025 | 234 | $516.0M |
| Warwick Investment Management, Inc. | 0001931041 | Jul 22, 2025 | 122 | $515.5M |
| Wedgewood Partners Inc. | 0000859804 | Aug 14, 2025 | 19 | $515.2M |
| Caligan Partners LP | 0001727492 | Aug 14, 2025 | 16 | $515.1M |
| Ellis Investment Partners, LLC | 0001765590 | Jul 25, 2025 | 239 | $514.7M |
| Citizens Business Bank | 0001948632 | Jul 29, 2025 | 101 | $514.6M |
| Shah Capital Management | 0001383838 | Jul 23, 2025 | 14 | $514.0M |
| Correct Capital Wealth Management | 0001844835 | Aug 13, 2025 | 110 | $513.7M |
| Austin Asset Management Co Inc | 0001902024 | Jul 23, 2025 | 74 | $513.4M |
| Estuary Capital Management LP | 0001965005 | Aug 14, 2025 | 13 | $513.0M |
| Stieven Capital Advisors, L.P. | 0001388279 | Aug 12, 2025 | 41 | $512.4M |
| Arlington Trust Co LLC | 0001997685 | Jul 8, 2025 | 700 | $512.4M |
| IPG Investment Advisors LLC | 0001602237 | Aug 14, 2025 | 177 | $512.4M |
| Triata Capital Ltd | 0002014039 | Aug 14, 2025 | 15 | $512.3M |
| Independent Solutions Wealth Management, LLC | 0001818391 | Jul 23, 2025 | 178 | $512.2M |
| Gibraltar Capital Management, Inc. | 0001625986 | Aug 5, 2025 | 110 | $511.8M |
| Altiora Financial Group, LLC | 0001986156 | Aug 8, 2025 | 93 | $511.8M |
| Mason Capital Management LLC | 0001218735 | Aug 14, 2025 | 4 | $511.5M |
| Riversedge Advisors, LLC | 0001787663 | Jul 9, 2025 | 126 | $511.3M |
| Turim 21 Investimentos Ltda. | 0001652174 | Aug 14, 2025 | 83 | $511.1M |
| Brickley Wealth Management | 0001712533 | Aug 8, 2025 | 48 | $511.0M |
| Gould Asset Management LLC | 0001091961 | Aug 5, 2025 | 166 | $510.5M |
| Earned Wealth Advisors, LLC | 0001905663 | Aug 4, 2025 | 272 | $510.1M |
| Investors Research Corp | 0001730630 | Jul 7, 2025 | 925 | $510.1M |
| Marshall Financial Group, LLC | 0001841496 | Jul 10, 2025 | 251 | $510.0M |
| Fourthstone LLC | 0001767803 | Aug 14, 2025 | 98 | $509.7M |
| Legacy Financial Strategies, LLC | 0001723925 | Jul 10, 2025 | 127 | $509.6M |
| Financial Gravity Companies, Inc. | 0001377167 | Aug 8, 2025 | 1,015 | $509.3M |
| MIC Capital Management UK LLP | 0001889830 | Aug 14, 2025 | 13 | $509.3M |
| Portfolio Design Labs, LLC | 0002010278 | Aug 13, 2025 | 149 | $509.3M |
| FFT Wealth Management LLC | 0001653199 | Aug 15, 2025 | 100 | $508.9M |
| Integrated Investment Consultants, LLC | 0001665337 | Aug 14, 2025 | 319 | $508.7M |
| Columbia Asset Management | 0001585047 | Jul 18, 2025 | 169 | $508.7M |
| Strategic Advisors LLC | 0001569119 | Aug 12, 2025 | 176 | $508.5M |
| Contravisory Investment Management, Inc. | 0001365707 | Jul 10, 2025 | 370 | $508.3M |
| Heron Bay Capital Management | 0001842149 | Aug 12, 2025 | 114 | $508.2M |
| Essex LLC | 0001889147 | Jul 28, 2025 | 175 | $508.1M |
| Sands Capital Alternatives, LLC | 0001846444 | Aug 13, 2025 | 19 | $507.8M |
| Kera Capital Partners, Inc. | 0002040353 | Jul 1, 2025 | 350 | $507.6M |