| Halpern Financial, Inc. | 0001994335 | Apr 9, 2024 | 210 | $344.4M |
| Essex Woodlands Management, Inc. | 0001542339 | May 15, 2024 | 7 | $344.8M |
| Shakespeare Wealth Management, LLC | 0001658509 | May 13, 2024 | 87 | $344.9M |
| Werba Rubin Papier Wealth Management | 0001971029 | May 1, 2024 | 153 | $344.9M |
| Sage Capital Advisors,llc | 0001714107 | Apr 15, 2024 | 132 | $344.9M |
| WESCAP Management Group, Inc. | 0001667140 | May 13, 2024 | 93 | $345.1M |
| Apeiron RIA LLC | 0001801846 | Apr 15, 2024 | 208 | $345.3M |
| K2 Principal Fund, L.P. | 0001461790 | May 14, 2024 | 197 | $345.5M |
| Rezny Wealth Management, Inc. | 0001535859 | Apr 15, 2024 | 25 | $345.7M |
| McCollum Christoferson Group LLC | 0001727573 | Apr 26, 2024 | 64 | $345.8M |
| Rosenberg Matthew Hamilton | 0001812103 | Apr 22, 2024 | 849 | $346.1M |
| Gimbel Daniel Scott | 0001867040 | May 15, 2024 | 2 | $346.2M |
| Genworth Financial Inc | 0001276520 | Apr 26, 2024 | 2 | $346.4M |
| Monument Capital Management | 0001729428 | Apr 19, 2024 | 187 | $347.0M |
| Hedeker Wealth, LLC | 0001633910 | Apr 19, 2024 | 89 | $347.2M |
| Haverford Financial Services, Inc. | 0001347683 | Apr 30, 2024 | 41 | $347.3M |
| Dumont & Blake Investment Advisors LLC | 0001287618 | Apr 17, 2024 | 199 | $347.4M |
| Morton Community Bank | 0002011821 | May 2, 2024 | 109 | $347.5M |
| Stuart Chaussee & Associates, Inc. | 0001653253 | May 9, 2024 | 157 | $347.7M |
| Marshall Financial Group, LLC | 0001841496 | Apr 19, 2024 | 173 | $347.7M |
| NFC Investments, LLC | 0001512858 | May 10, 2024 | 32 | $347.7M |
| Beck Capital Management, LLC | 0001601904 | May 15, 2024 | 105 | $347.9M |
| Ellsworth Advisors, LLC | 0001843553 | Apr 15, 2024 | 170 | $348.5M |
| Elevated Capital Advisors, LLC | 0001802387 | Apr 15, 2024 | 175 | $349.0M |
| Professional Financial Advisors, LLC | 0001798221 | Apr 25, 2024 | 102 | $349.5M |
| Tekne Capital Management, LLC | 0001558971 | May 13, 2024 | 11 | $349.8M |
| CM Wealth Advisors LLC | 0001764581 | May 13, 2024 | 183 | $349.9M |
| Milestone Asset Management, LLC | 0001964722 | Apr 23, 2024 | 168 | $349.9M |
| Versant Capital Management, Inc | 0001735057 | Apr 3, 2024 | 1,879 | $350.3M |
| Pacific Center for Financial Services | 0001698222 | May 20, 2024 | 468 | $350.7M |
| Triangle Securities Wealth Management | 0001541353 | Apr 10, 2024 | 193 | $350.8M |
| Platte River Wealth Advisors, LLC | 0001802013 | Apr 23, 2024 | 91 | $350.9M |
| Liberty Mutual Group Asset Management Inc. | 0001533497 | Feb 14, 2025 | 119 | $351.0M |
| American Assets Capital Advisers, LLC | 0001626691 | May 10, 2024 | 33 | $351.0M |
| Donoghue Forlines LLC | 0001702435 | May 7, 2024 | 218 | $351.1M |
| Noble Family Wealth, LLC | 0001976065 | Apr 16, 2024 | 61 | $351.2M |
| Weaver Capital Management LLC | 0001552247 | May 15, 2024 | 157 | $351.2M |
| Winmill & Co. Inc. | 0000052234 | May 14, 2024 | 64 | $351.3M |
| Mascoma Wealth Management LLC | 0001695664 | May 2, 2024 | 452 | $351.4M |
| Waypoint Wealth Partners Inc. | 0001817306 | Apr 24, 2024 | 71 | $351.5M |
| Quattro Financial Advisors LLC | 0001705929 | Apr 18, 2024 | 80 | $351.7M |
| Q3 Asset Management | 0001732543 | Apr 25, 2024 | 46 | $351.9M |
| Ararat Capital Management LP | 0001768757 | May 15, 2024 | 23 | $352.1M |
| DGS Capital Management, LLC | 0001900110 | Apr 15, 2024 | 296 | $352.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0001794153 | May 3, 2024 | 145 | $352.3M |
| Arjuna Capital | 0001703208 | May 13, 2024 | 100 | $352.7M |
| Greenlea Lane Capital Management, LLC | 0001766504 | May 15, 2024 | 10 | $353.1M |
| Rosenblum Silverman Sutton S F Inc. | 0000918893 | May 14, 2024 | 74 | $353.1M |
| New York Life Insurance Co. | 0000071633 | May 10, 2024 | 3 | $353.4M |
| Kickstand Ventures, Llc. | 0002000355 | May 14, 2024 | 84 | $353.4M |
| Aspen Grove Capital, LLC | 0001806027 | May 15, 2024 | 207 | $353.5M |
| Sunburst Financial Group, LLC | 0001800158 | Apr 16, 2024 | 108 | $353.5M |
| Knightsbridge Asset Management, LLC | 0001332811 | May 15, 2024 | 120 | $353.6M |
| Vectors Research Management, LLC | 0001750557 | May 15, 2024 | 132 | $354.1M |
| Unique Wealth, LLC | 0001957124 | Apr 11, 2024 | 86 | $354.2M |
| Monarch Capital Management Inc. | 0000938759 | Apr 25, 2024 | 116 | $354.3M |
| Sector Gamma As | 0001475373 | May 8, 2024 | 28 | $354.8M |
| Whitegate Investment Counselors, Inc. | 0001667102 | May 2, 2024 | 62 | $355.0M |
| Doliver Advisors, LP | 0000938077 | Apr 12, 2024 | 140 | $355.3M |
| UNIVEST FINANCIAL Corp | 0000102212 | May 8, 2024 | 131 | $355.3M |
| Grey Ledge Advisors, LLC | 0001660694 | May 2, 2024 | 215 | $355.4M |
| Financial Gravity Asset Management, Inc. | 0001741736 | Jun 26, 2024 | 1,211 | $355.5M |
| Sterling Investment Advisors, Ltd. | 0001701132 | May 1, 2024 | 140 | $355.7M |
| Turiya Advisors Asia Ltd | 0001554179 | May 15, 2024 | 5 | $355.8M |
| L.M. Kohn & Company | 0000870260 | Apr 25, 2024 | 273 | $355.9M |
| Oak Grove Capital LLC | 0001661762 | May 10, 2024 | 44 | $356.0M |
| Spinnaker Investment Group, LLC | 0001911067 | Apr 19, 2024 | 87 | $356.0M |
| Southland Equity Partners LLC | 0002006517 | Apr 12, 2024 | 215 | $356.2M |
| Corsair Capital Management, L.P. | 0001276470 | May 15, 2024 | 99 | $356.2M |
| SMI Advisory Services, LLC | 0001609008 | Apr 15, 2024 | 54 | $356.3M |
| Levy Wealth Management Group, LLC | 0001843138 | Apr 16, 2024 | 104 | $356.4M |
| Ifrah Financial Services, Inc. | 0001382646 | May 6, 2024 | 210 | $356.5M |
| Silverarc Capital Management, LLC | 0001816307 | May 15, 2024 | 73 | $356.6M |
| Mountain Capital Investment Advisors Inc. | 0001714506 | Apr 11, 2024 | 47 | $356.8M |
| Carderock Capital Management Inc. | 0001168889 | Apr 23, 2024 | 68 | $356.8M |
| PhiloSmith Capital Corp | 0001942361 | Apr 17, 2024 | 23 | $356.8M |
| Drive Wealth Management, LLC | 0001952781 | Apr 22, 2024 | 317 | $356.9M |
| Ignite Planners, LLC | 0001849348 | Apr 12, 2024 | 282 | $356.9M |
| Lifeworks Advisors, LLC | 0001882132 | May 10, 2024 | 225 | $357.0M |
| General Pension Society PZU Joint Stock Co | 0002057421 | Mar 10, 2025 | 19 | $357.0M |
| Wealth Management Resources, Inc. | 0001063516 | Apr 19, 2024 | 40 | $357.0M |
| Globe Life Inc. | 0000320335 | May 7, 2024 | 2 | $357.3M |
| Shah Capital Management | 0001383838 | May 15, 2024 | 17 | $357.4M |
| Waterfront Wealth Inc. | 0001775210 | May 13, 2024 | 243 | $357.4M |
| Raab & Moskowitz Asset Management LLC | 0001616664 | May 14, 2024 | 169 | $357.6M |
| First Pacific Financial | 0001810089 | Apr 24, 2024 | 423 | $358.0M |
| Inlet Private Wealth, LLC | 0001759751 | Apr 25, 2024 | 124 | $358.0M |
| Catalyst Funds Management Pty Ltd | 0001896150 | Dec 5, 2024 | 1,091 | $358.2M |
| Park Edge Advisors, LLC | 0001965659 | Apr 19, 2024 | 124 | $358.4M |
| Financial Insights, Inc. | 0001642058 | Apr 25, 2024 | 159 | $358.5M |
| Engle Capital Management, L.P. | 0001684868 | May 15, 2024 | 28 | $358.7M |
| Darwin Wealth Management, LLC | 0001663224 | May 13, 2024 | 137 | $358.8M |
| Geisinger Health | 0001946205 | May 15, 2024 | 5 | $358.8M |
| Monetary Management Group Inc. | 0001133014 | May 13, 2024 | 323 | $358.9M |
| Valicenti Advisory Services Inc. | 0001080201 | Apr 23, 2024 | 81 | $359.0M |
| Flagstar Securities, Inc. | 0001117233 | Apr 15, 2024 | 187 | $359.2M |
| Capital City Trust Co. | 0001095836 | May 6, 2024 | 113 | $359.2M |
| Legacy Wealth Asset Management, LLC | 0001846151 | Apr 19, 2024 | 344 | $359.2M |
| Firestone Capital Management | 0001799964 | May 7, 2024 | 145 | $359.3M |
| Prosight Management, LP | 0001617201 | May 15, 2024 | 44 | $359.5M |