| Redwood Investments, LLC | 0001384058 | May 16, 2025 | 95 | $266.9M |
| Empower Annuity Insurance Co | 0001444597 | May 12, 2025 | 1 | $267.0M |
| Security Benefit Life Insurance Co. | 0000869772 | May 1, 2025 | 19 | $267.1M |
| Evelyn Partners Investment Management (Europe) Ltd | 0002065055 | Dec 8, 2025 | 188 | $267.2M |
| Beddow Capital Management Inc. | 0001278641 | May 9, 2025 | 57 | $267.3M |
| Peregrine Asset Advisers, Inc. | 0001535227 | May 5, 2025 | 161 | $267.3M |
| Hi-Line Capital Management, LLC | 0001776074 | Apr 23, 2025 | 39 | $267.3M |
| Holowesko Partners Ltd. | 0001428569 | May 13, 2025 | 29 | $267.6M |
| Beryl Capital Management LLC | 0001719307 | May 15, 2025 | 13 | $267.7M |
| First United Bank & Trust | 0001214183 | Apr 15, 2025 | 402 | $267.7M |
| Leeward Financial Partners, LLC | 0001735201 | May 9, 2025 | 86 | $267.7M |
| Nine Ten Capital Management LLC | 0001635236 | May 15, 2025 | 11 | $267.9M |
| SS&H Financial Advisors, Inc. | 0001911735 | Apr 10, 2025 | 122 | $268.1M |
| Northeast Financial Group, Inc. | 0001965773 | May 12, 2025 | 83 | $268.1M |
| Bard Associates Inc. | 0001105907 | May 12, 2025 | 179 | $268.1M |
| Financial Life Advisors | 0001730813 | Apr 24, 2025 | 51 | $268.3M |
| Tyro Capital Management LLC | 0001915395 | May 15, 2025 | 14 | $268.4M |
| United Community Bank | 0002000314 | May 2, 2025 | 487 | $268.4M |
| Next Level Private LLC | 0001910366 | Apr 11, 2025 | 140 | $268.4M |
| Claris Advisors, LLC / Mo / | 0001905092 | Apr 17, 2025 | 74 | $268.4M |
| Barometer Capital Management Inc. | 0001536890 | May 14, 2025 | 146 | $268.5M |
| Corbyn Investment Management Inc. | 0000919538 | May 9, 2025 | 63 | $268.6M |
| Union Heritage Capital, LLC | 0001862428 | May 12, 2025 | 64 | $268.6M |
| Ferguson Shapiro LLC | 0001767433 | Apr 23, 2025 | 67 | $268.6M |
| REDW Wealth LLC | 0001688931 | Apr 29, 2025 | 103 | $268.7M |
| Pension & Wealth Management Advisors, Inc. | 0002145782 | Aug 7, 2026 | 480 | $268.9M |
| Ewa, LLC | 0001835252 | Apr 22, 2025 | 182 | $269.0M |
| FWL Investment Management, LLC | 0001829231 | May 15, 2025 | 291 | $269.2M |
| First American Financial Corp | 0001472787 | May 12, 2025 | 3 | $269.2M |
| Aristides Capital LLC | 0001595521 | May 14, 2025 | 203 | $269.2M |
| Argyle Capital Management, LLC | 0001321194 | Apr 29, 2025 | 130 | $269.2M |
| Nia Impact Advisors, LLC | 0001815217 | May 15, 2025 | 99 | $269.3M |
| Endeavour Capital Advisors Inc. | 0001218749 | May 13, 2025 | 34 | $269.4M |
| Terril Brothers, Inc. | 0000314169 | May 13, 2025 | 58 | $269.5M |
| SailingStone Capital Partners LLC | 0001608904 | May 15, 2025 | 12 | $269.5M |
| Mint Tower Capital Management B.V. | 0001666606 | May 15, 2025 | 143 | $269.5M |
| Arq Wealth Advisors, LLC | 0001811827 | May 5, 2025 | 99 | $269.6M |
| Flat Footed LLC | 0001799456 | May 15, 2025 | 11 | $269.7M |
| Aikya Investment Management Ltd | 0002005403 | May 14, 2025 | 4 | $269.8M |
| Concentrum Wealth Management | 0001765387 | May 7, 2025 | 76 | $269.8M |
| Taylor Hoffman Capital Management LLC | 0002042493 | May 13, 2025 | 114 | $269.8M |
| Robinswood Financial LLC | 0002139748 | Jul 14, 2026 | 402 | $270.6M |
| Fairway Wealth LLC | 0002019393 | Apr 29, 2025 | 228 | $270.6M |
| Centerpoint Advisors, LLC | 0001733788 | May 13, 2025 | 407 | $270.7M |
| Anfield Capital Management, LLC | 0001602020 | May 13, 2025 | 463 | $270.8M |
| Private Wealth Management Group, LLC | 0002011342 | May 2, 2025 | 1,479 | $271.0M |
| Baker Boyer National Bank | 0001079398 | Apr 29, 2025 | 73 | $271.1M |
| Varenne Capital Partners | 0001902567 | May 13, 2025 | 15 | $271.3M |
| Matthew 25 Management Corp | 0001351431 | May 14, 2025 | 19 | $271.3M |
| Cabot-Wellington, LLC | 0001353198 | Apr 14, 2025 | 5 | $271.4M |
| Hayek Kallen Investment Management | 0001430681 | May 15, 2025 | 92 | $271.5M |
| LCNB Corp. | 0001074902 | May 12, 2025 | 185 | $271.6M |
| Life Line Wealth Management LLC | 0002035872 | Apr 25, 2025 | 34 | $271.8M |
| Arvin Capital Management LP | 0001961738 | May 13, 2025 | 23 | $271.9M |
| Pure Portfolios Holdings LLC | 0002041678 | Apr 29, 2025 | 99 | $272.1M |
| Squadra Investments - Gestao DE Recursos Ltda. | 0001577806 | May 15, 2025 | 3 | $272.3M |
| Pennsylvania Capital Management Inc. | 0001004140 | Apr 22, 2025 | 99 | $272.4M |
| Promethos Capital, LLC | 0001908619 | May 15, 2025 | 82 | $272.4M |
| Marks Wealth, LLC | 0001838660 | Apr 29, 2025 | 16 | $272.4M |
| Tidemark, LLC | 0002009591 | May 9, 2025 | 698 | $272.5M |
| Schiavi & Co LLC | 0001840014 | May 8, 2025 | 39 | $272.6M |
| Kooman & Associates | 0001961850 | May 2, 2025 | 46 | $272.7M |
| Clayton Financial Group LLC | 0002011212 | Apr 18, 2025 | 119 | $272.8M |
| Oak Asset Management, LLC | 0001726375 | Apr 11, 2025 | 101 | $272.9M |
| Chase Investment Counsel Corp. | 0000019475 | May 12, 2025 | 122 | $272.9M |
| Alaethes Wealth, LLC | 0001859677 | May 19, 2025 | 106 | $273.0M |
| Jeppson Wealth Management, LLC | 0001831263 | Apr 24, 2025 | 206 | $273.2M |
| Proathlete Wealth Management LLC | 0002012065 | Apr 21, 2025 | 212 | $274.4M |
| WealthBridge Investment Counsel Inc. | 0001799425 | Apr 11, 2025 | 47 | $274.8M |
| Lunt Capital Management, Inc. | 0001608034 | May 5, 2025 | 86 | $274.8M |
| Evexia Wealth LLC | 0001975710 | Apr 11, 2025 | 74 | $275.2M |
| Centennial Wealth Advisory LLC | 0001839421 | Apr 21, 2025 | 146 | $275.2M |
| Pinnacle Financial Group, LLC / IL | 0001905962 | May 15, 2025 | 95 | $275.2M |
| Global View Capital Management LLC | 0001994495 | May 13, 2025 | 105 | $275.3M |
| Prudent Man Advisors, LLC | 0001817174 | May 1, 2025 | 171 | $275.4M |
| Sage Financial Management Group, Inc. | 0001762086 | Apr 23, 2025 | 56 | $275.5M |
| Wealth Management Resources, Inc. | 0001063516 | Apr 23, 2025 | 33 | $275.5M |
| TFG Advisers LLC | 0001806473 | May 15, 2025 | 208 | $275.6M |
| Bond & Devick Financial Network, Inc. | 0001843495 | Apr 9, 2025 | 161 | $275.7M |
| Sterling Financial Planning, Inc. | 0001844278 | Apr 29, 2025 | 109 | $275.7M |
| Auour Investments LLC | 0001789310 | May 1, 2025 | 78 | $275.9M |
| Impact Capital Partners LLC | 0002054916 | Apr 11, 2025 | 256 | $276.0M |
| Indiana Trust & Investment Management Co | 0001356407 | May 21, 2025 | 470 | $276.2M |
| Hartree Partners, LP | 0001597857 | May 14, 2025 | 44 | $276.3M |
| 360 Financial, Inc. | 0001802324 | May 8, 2025 | 76 | $276.4M |
| Investment Advisory Services Inc. /TX | 0000925953 | Apr 24, 2025 | 115 | $276.4M |
| MGB Wealth Management, LLC | 0002015822 | May 9, 2025 | 292 | $276.5M |
| Zeno Equity Partners LLP | 0002013334 | May 16, 2025 | 12 | $276.5M |
| Redpoint Management, LLC | 0001689508 | May 15, 2025 | 6 | $276.6M |
| Accel Wealth Management | 0001838226 | Apr 10, 2025 | 256 | $276.6M |
| Duncan Williams Asset Management, LLC | 0002011771 | Apr 21, 2025 | 147 | $276.8M |
| Harber Asset Management LLC | 0001387921 | May 15, 2025 | 30 | $277.1M |
| Old West Investment Management, LLC | 0001549358 | May 14, 2025 | 59 | $277.2M |
| Cypress Financial Planning LLC | 0001937021 | Apr 9, 2025 | 79 | $277.2M |
| Trinity Financial Advisors LLC | 0001809574 | May 19, 2025 | 88 | $277.3M |
| Sterling Financial Group, Inc. | 0001991301 | Apr 16, 2025 | 63 | $277.4M |
| McMill Wealth Management | 0002056447 | May 9, 2025 | 50 | $277.4M |
| Granger Management LLC | 0001842881 | May 2, 2025 | 5 | $277.5M |
| BNC Wealth Management, LLC | 0001821549 | Apr 16, 2025 | 98 | $277.5M |
| Tiger Pacific Capital LP | 0001664492 | May 15, 2025 | 10 | $277.6M |