| EDENTREE ASSET MANAGEMENT Ltd | 0001980273 | May 12, 2025 | 61 | $297.9M |
| Arohi Asset Management PTE Ltd. | 0002043756 | May 15, 2025 | 4 | $297.9M |
| Harbor Advisory Corp. | 0001100710 | May 13, 2025 | 83 | $297.9M |
| Knuff & Co LLC | 0001768089 | May 13, 2025 | 133 | $298.0M |
| O'Brien Greene & Co. Inc | 0001768635 | May 12, 2025 | 136 | $298.1M |
| Makaira Partners LLC | 0001540866 | May 14, 2025 | 13 | $298.2M |
| RFG - Bristol Wealth Advisors, LLC | 0002055104 | May 8, 2025 | 170 | $298.4M |
| General Pension Society PZU Joint Stock Co | 0002057421 | Apr 9, 2025 | 17 | $298.5M |
| Phraction Management LLC | 0001907803 | Apr 28, 2025 | 74 | $298.6M |
| Lansing Street Advisors | 0001926571 | Apr 28, 2025 | 135 | $298.8M |
| Argent Advisors, Inc. | 0001426851 | Apr 25, 2025 | 148 | $298.8M |
| eCIO, Inc. | 0001830823 | Jun 6, 2025 | 500 | $298.9M |
| Financial Advisory Partners, LLC | 0001994252 | Apr 10, 2025 | 64 | $298.9M |
| ForthRight Wealth Management, LLC | 0001841633 | Apr 15, 2025 | 65 | $298.9M |
| Investment Advisory Group, LLC | 0001910273 | Apr 14, 2025 | 168 | $298.9M |
| Luminus Management LLC | 0001279151 | May 15, 2025 | 17 | $299.2M |
| Palumbo Wealth Management LLC | 0001846310 | Apr 22, 2025 | 187 | $299.2M |
| Great Oak Capital Partners, LLC | 0002012868 | Apr 22, 2025 | 32 | $299.2M |
| Boulay Financial Advisors, LLC | 0002056342 | May 9, 2025 | 2 | $299.3M |
| Bayberry Capital Partners LP | 0001771524 | May 15, 2025 | 18 | $299.6M |
| Abound Wealth Management | 0001950323 | Apr 17, 2025 | 1,270 | $299.6M |
| BankPlus Trust Department | 0002047270 | May 1, 2025 | 475 | $299.7M |
| West Branch Capital LLC | 0001738723 | Apr 16, 2025 | 530 | $299.7M |
| Wells Trecaso Financial Group, LLC | 0001737987 | Apr 18, 2025 | 92 | $299.8M |
| Howard Bailey Securities, LLC | 0002043986 | Feb 27, 2026 | 154 | $300.1M |
| Triumph Capital Management | 0001730765 | May 6, 2025 | 276 | $300.2M |
| Warther Private Wealth, LLC | 0001954551 | Apr 17, 2025 | 63 | $300.3M |
| WP Advisors, LLC | 0001697796 | May 12, 2025 | 109 | $300.3M |
| Fiduciary Family Office, LLC | 0002020280 | May 12, 2025 | 187 | $300.6M |
| Performa Ltd (US), LLC | 0001650303 | May 9, 2025 | 51 | $300.6M |
| Headland Capital, LLC | 0002056637 | May 8, 2025 | 59 | $300.7M |
| Liberty Mutual Group Asset Management Inc. | 0001533497 | May 8, 2025 | 16 | $301.0M |
| DoubleLine ETF Adviser LP | 0001959989 | May 15, 2025 | 167 | $301.2M |
| Almitas Capital LLC | 0001596468 | May 15, 2025 | 81 | $301.4M |
| Divergent Planning, LLC | 0001730787 | Apr 9, 2025 | 30 | $301.4M |
| 11 Capital Partners LP | 0001801172 | May 15, 2025 | 17 | $301.4M |
| Court Place Advisors, LLC | 0001566113 | Apr 30, 2025 | 149 | $301.5M |
| West Michigan Advisors, LLC | 0001909879 | May 9, 2025 | 212 | $301.6M |
| Lhm, Inc. | 0002009224 | May 13, 2025 | 23 | $301.7M |
| Operose Advisors LLC | 0001909750 | May 12, 2025 | 386 | $301.9M |
| Brilliance Asset Management Ltd. | 0001665751 | May 12, 2025 | 9 | $302.5M |
| Wright Investors Service Inc. | 0000108572 | Apr 9, 2025 | 141 | $302.5M |
| McLean Asset Management Corp | 0001833140 | Apr 9, 2025 | 149 | $302.8M |
| Cloverfields Capital Group, LP | 0001819581 | May 14, 2025 | 94 | $302.8M |
| WIT Partners Advisory Pte. Ltd. | 0002000043 | Apr 14, 2025 | 1 | $302.9M |
| City State Bank | 0001910666 | Apr 11, 2025 | 752 | $303.4M |
| Schorn Wealth LLC | 0001792851 | Apr 11, 2025 | 75 | $303.5M |
| Visualize Group LP | 0001994625 | May 16, 2025 | 14 | $303.6M |
| Aristotle Pacific Capital, LLC | 0001844577 | May 15, 2025 | 6 | $303.8M |
| Truefg, LLC | 0001766067 | Apr 14, 2025 | 50 | $303.9M |
| Ogorek Anthony Joseph /NY/ | 0000714364 | May 9, 2025 | 686 | $303.9M |
| Prevatt Capital Ltd | 0002009520 | May 15, 2025 | 12 | $303.9M |
| TSP Capital Management Group, LLC | 0001317208 | May 15, 2025 | 46 | $303.9M |
| ArchPoint Investors | 0001483472 | May 15, 2025 | 69 | $304.1M |
| Prosight Management, LP | 0001617201 | May 15, 2025 | 38 | $304.3M |
| TrueWealth Advisors, LLC | 0001817714 | Apr 10, 2025 | 208 | $304.5M |
| GSG Advisors LLC | 0001995773 | May 13, 2025 | 112 | $304.5M |
| Glass Jacobson Investment Advisors llc | 0001964394 | Apr 1, 2025 | 840 | $304.6M |
| SWS Partners | 0001731731 | May 27, 2025 | 109 | $304.7M |
| Stolper Co | 0001808195 | Apr 8, 2025 | 87 | $304.9M |
| O'Keefe Stevens Advisory, Inc. | 0001780565 | Apr 9, 2025 | 68 | $305.0M |
| Carr Financial Group Corp | 0001931232 | Apr 22, 2025 | 175 | $305.2M |
| Oasis Management Co Ltd. | 0001317904 | May 15, 2025 | 79 | $305.4M |
| Modus Advisors, LLC | 0001799284 | Apr 1, 2025 | 106 | $305.4M |
| Muhlenkamp & Co. Inc. | 0001133219 | May 13, 2025 | 26 | $305.6M |
| S&T Bank | 0001010911 | May 15, 2025 | 395 | $305.9M |
| Legacy Wealth Management, LLC / MS | 0002047443 | Apr 3, 2025 | 97 | $305.9M |
| Maridea Wealth Management LLC | 0002056245 | May 7, 2025 | 228 | $306.2M |
| Prasad Wealth Partners, LLC | 0002048885 | May 12, 2025 | 115 | $306.2M |
| Parisi Gray Wealth Management | 0001716659 | Apr 14, 2025 | 110 | $306.3M |
| Total Clarity Wealth Management, Inc. | 0001804909 | Apr 17, 2025 | 277 | $306.3M |
| Atticus Wealth Management, LLC | 0001800234 | Apr 22, 2025 | 513 | $306.4M |
| Gradient Capital Advisors, LLC | 0001727917 | May 5, 2025 | 155 | $306.4M |
| Bonness Enterprises Inc. | 0001105471 | Apr 11, 2025 | 37 | $306.5M |
| Pinnacle Bancorp, Inc. | 0001703383 | Apr 23, 2025 | 898 | $306.7M |
| G2 Investment Partners Management LLC | 0001593404 | May 15, 2025 | 54 | $306.8M |
| Nut Tree Capital Management, LP | 0001661655 | May 15, 2025 | 12 | $306.9M |
| Dodds Wealth, LLC | 0001973728 | Apr 16, 2025 | 59 | $306.9M |
| Clean Yield Group | 0001525865 | Apr 14, 2025 | 449 | $306.9M |
| Ikarian Capital, LLC | 0001778253 | May 15, 2025 | 116 | $306.9M |
| Wood Tarver Financial Group, LLC | 0002059344 | Apr 29, 2025 | 702 | $307.1M |
| RIA Advisory Group LLC | 0001958384 | May 12, 2025 | 138 | $307.4M |
| PSI Advisors, LLC | 0001779040 | Apr 21, 2025 | 758 | $307.4M |
| RFG Holdings, Inc. | 0001845210 | Apr 16, 2025 | 59 | $307.4M |
| Sandler Capital Management | 0001000742 | May 15, 2025 | 104 | $307.5M |
| FDx Advisors, Inc. | 0001566601 | May 1, 2025 | 175 | $307.5M |
| B&I Capital AG | 0001843527 | May 6, 2025 | 30 | $307.5M |
| Strategic Family Wealth Counselors, L.L.C. | 0001729755 | May 8, 2025 | 137 | $307.6M |
| Jackson Square Capital, LLC | 0001812178 | Apr 16, 2025 | 132 | $307.6M |
| Spectrum Financial Alliance Ltd LLC | 0001566531 | May 7, 2025 | 20 | $307.7M |
| Cerro Pacific Wealth Advisors LLC | 0001842669 | Apr 8, 2025 | 163 | $307.7M |
| Snider Financial Group | 0001820681 | Apr 11, 2025 | 110 | $307.8M |
| WT Wealth Management | 0001780507 | May 6, 2025 | 124 | $307.8M |
| ShankerValleau Wealth Advisors, Inc. | 0001903273 | Apr 16, 2025 | 41 | $307.9M |
| ADW Capital Management, LLC | 0001745214 | May 15, 2025 | 6 | $308.2M |
| KG Capital Management | 0001771687 | Apr 23, 2025 | 193 | $308.6M |
| Seafarer Capital Partners, LLC | 0001697721 | May 7, 2025 | 7 | $308.7M |
| Long Walk Management LP | 0001869470 | May 14, 2025 | 11 | $308.7M |
| Tucker Asset Management LLC | 0001870012 | Jan 6, 2026 | 304 | $308.7M |
| Light Street Capital Management, LLC | 0001569049 | May 15, 2025 | 20 | $308.7M |