| SMI Advisory Services, LLC | 0001609008 | Oct 7, 2024 | 56 | $451.7M |
| SkyOak Wealth, LLC | 0001800379 | Nov 4, 2024 | 242 | $451.7M |
| Correct Capital Wealth Management | 0001844835 | Apr 30, 2025 | 118 | $451.7M |
| Aire Advisors, LLC | 0001908177 | Nov 14, 2024 | 152 | $452.0M |
| Liberty Capital Management, Inc. | 0001366838 | Oct 22, 2024 | 160 | $452.0M |
| Altiora Financial Group, LLC | 0001986156 | Nov 12, 2024 | 91 | $452.3M |
| Cornerstone Advisors Asset Management, LLC | 0002044324 | Nov 14, 2024 | 105 | $452.4M |
| Aspen Grove Capital, LLC | 0001806027 | Nov 13, 2024 | 205 | $452.5M |
| Key Financial Inc | 0001801720 | Oct 29, 2024 | 1,351 | $452.5M |
| Legacy Financial Strategies, LLC | 0001723925 | Oct 18, 2024 | 115 | $453.2M |
| Black Swift Group, LLC | 0001704212 | Nov 6, 2024 | 116 | $453.3M |
| M&R Capital Management Inc. | 0001057395 | Oct 2, 2024 | 581 | $453.8M |
| Pier 88 Investment Partners LLC | 0001697366 | Nov 6, 2024 | 91 | $453.9M |
| LexAurum Advisors, LLC | 0001729677 | Oct 17, 2024 | 315 | $455.0M |
| VK Services, LLC | 0001501927 | Nov 14, 2024 | 5 | $455.0M |
| Mattern Wealth Management LLC | 0001802376 | Oct 21, 2024 | 174 | $455.0M |
| Catalyst Funds Management Pty Ltd | 0001896150 | Nov 14, 2024 | 1,268 | $455.3M |
| Presima Securities ULC | 0001399360 | Oct 16, 2024 | 52 | $455.4M |
| Austin Wealth Management, LLC | 0002003112 | Oct 28, 2024 | 118 | $455.5M |
| Mountain Capital Investment Advisors Inc. | 0001714506 | Nov 15, 2024 | 62 | $455.9M |
| Cannell Capital LLC | 0001058854 | Feb 11, 2025 | 48 | $456.1M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0001668155 | Nov 13, 2024 | 108 | $456.6M |
| Family Firm, Inc. | 0001602603 | Oct 17, 2024 | 211 | $456.8M |
| Mfa Wealth Advisors, LLC | 0001688184 | Oct 22, 2024 | 519 | $457.4M |
| Investors Research Corp | 0001730630 | Nov 12, 2024 | 973 | $457.6M |
| Cambridge Advisors Inc. | 0001633695 | Oct 23, 2024 | 170 | $457.7M |
| Noked Israel Ltd | 0001767750 | Nov 14, 2024 | 18 | $457.7M |
| SC&H Financial Advisors, Inc. | 0001907898 | Oct 25, 2024 | 153 | $457.7M |
| Ninety One SA (Pty) Ltd | 0001491998 | Nov 12, 2024 | 75 | $457.9M |
| Holderness Investments Co. | 0001184820 | Nov 12, 2024 | 256 | $458.0M |
| Tsfg, LLC | 0001800513 | Oct 15, 2024 | 819 | $458.1M |
| Greenspring Advisors, LLC | 0001922200 | Oct 24, 2024 | 97 | $458.1M |
| Watts Gwilliam & Co., LLC | 0001657733 | Oct 9, 2024 | 201 | $458.3M |
| TBH Global Asset Management, LLC | 0001787125 | Nov 4, 2024 | 230 | $458.4M |
| IPG Investment Advisors LLC | 0001602237 | Nov 13, 2024 | 175 | $459.0M |
| Integrated Investment Consultants, LLC | 0001665337 | Nov 12, 2024 | 353 | $459.1M |
| Fulcrum Capital LLC | 0001724090 | Oct 22, 2024 | 109 | $459.1M |
| Sherborne Investors Management LP | 0001406672 | Nov 1, 2024 | 1 | $459.1M |
| Arlington Trust Co LLC | 0001997685 | Oct 29, 2024 | 554 | $459.1M |
| Woodson Capital Management, LP | 0001697848 | Nov 14, 2024 | 33 | $459.2M |
| IMA Advisory Services, Inc. | 0001455495 | Nov 14, 2024 | 260 | $459.4M |
| United Capital Management of KS, Inc. | 0001753219 | Nov 4, 2024 | 83 | $459.8M |
| KFG Wealth Management, LLC | 0001919344 | Oct 15, 2024 | 181 | $460.0M |
| RPTC Inc. | 0001714450 | Nov 14, 2024 | 6 | $460.2M |
| Herold Advisors, Inc. | 0001891713 | Nov 14, 2024 | 272 | $460.5M |
| Manchester Financial Inc. | 0000866590 | Oct 24, 2024 | 110 | $461.1M |
| Greenfield FTC, Inc. | 0001842727 | Oct 3, 2024 | 3 | $461.2M |
| Sweet Financial Partners, LLC | 0001908936 | Oct 16, 2024 | 198 | $461.8M |
| Aster Capital Management (DIFC) Ltd | 0002040915 | Nov 13, 2024 | 1,075 | $461.9M |
| Diameter Capital Partners LP | 0001727012 | Nov 14, 2024 | 21 | $462.0M |
| Vantage Wealth | 0001569174 | Oct 8, 2024 | 33 | $462.3M |
| Beryl Capital Management LLC | 0001719307 | Nov 14, 2024 | 30 | $463.0M |
| Cyrus Capital Partners, L.P. | 0001166564 | Nov 14, 2024 | 6 | $463.0M |
| Lecap Asset Management Ltd. | 0001990849 | Oct 22, 2024 | 297 | $463.1M |
| Kentucky Farm Bureau Mutual Insurance Co | 0002131132 | May 15, 2026 | 73 | $463.3M |
| Morse Asset Management, Inc | 0001705711 | Nov 20, 2024 | 343 | $463.3M |
| Global Wealth Management Investment Advisory, Inc. | 0001767855 | Oct 30, 2024 | 135 | $463.4M |
| Centre Asset Management, LLC | 0001532472 | Oct 15, 2024 | 58 | $464.1M |
| River Global Investors LLP | 0001486180 | Nov 4, 2024 | 137 | $464.4M |
| Hohimer Wealth Management, LLC | 0001802533 | Nov 19, 2024 | 227 | $464.9M |
| Independence Bank of Kentucky | 0001730479 | Oct 9, 2024 | 586 | $465.1M |
| Clark Asset Management, LLC | 0002062026 | Apr 28, 2025 | 122 | $465.6M |
| Rainey & Randall Wealth Advisors Inc. | 0001728355 | Oct 22, 2024 | 49 | $465.7M |
| Pinpoint Asset Management Ltd | 0001803237 | Nov 14, 2024 | 83 | $466.0M |
| Adams Wealth Management | 0001803084 | Oct 28, 2024 | 110 | $466.0M |
| CacheTech Inc. | 0002013390 | Oct 28, 2024 | 110 | $466.0M |
| Burton Enright Welch | 0002105919 | Mar 9, 2026 | 93 | $466.2M |
| MinichMacGregor Wealth Management, LLC | 0001744318 | Oct 30, 2024 | 117 | $466.5M |
| New Hampshire Trust | 0001961742 | Oct 17, 2024 | 177 | $466.8M |
| Gould Asset Management LLC | 0001091961 | Nov 12, 2024 | 164 | $466.8M |
| Iridian Asset Management LLC | 0001033427 | Oct 25, 2024 | 53 | $467.1M |
| Brass Tax Wealth Management, Inc. | 0002002603 | Apr 29, 2025 | 200 | $467.1M |
| Curbstone Financial Management Corp | 0001608057 | Oct 3, 2024 | 196 | $467.5M |
| Philadelphia Financial Management of San Francisco, LLC | 0001351407 | Nov 14, 2024 | 45 | $467.5M |
| Contravisory Investment Management, Inc. | 0001365707 | Oct 9, 2024 | 343 | $467.6M |
| IFG Advisors, LLC | 0001783412 | Oct 18, 2024 | 139 | $467.9M |
| Great Point Wealth Advisors, LLC | 0001760304 | Oct 18, 2024 | 61 | $468.1M |
| Advisory Resource Group | 0001764968 | Nov 20, 2024 | 158 | $468.3M |
| Wooster Corthell Wealth Management, Inc. | 0001566968 | Oct 21, 2024 | 52 | $468.9M |
| New York Life Insurance Co. | 0000071633 | Nov 6, 2024 | 4 | $469.5M |
| Waypoint Capital Advisors, LLC | 0001905662 | Oct 18, 2024 | 127 | $469.6M |
| Westside Investment Management, Inc. | 0001538383 | Nov 20, 2024 | 991 | $469.6M |
| Pasadena Private Wealth, LLC | 0001760578 | Nov 8, 2024 | 149 | $469.8M |
| GFS Advisors, LLC | 0001427263 | Oct 29, 2024 | 111 | $470.4M |
| Convergence Financial, LLC | 0002034001 | Oct 23, 2024 | 156 | $470.7M |
| Bender Robert & Associates | 0000894300 | Oct 30, 2024 | 39 | $470.9M |
| Symmetry Investments LP | 0001691919 | May 7, 2025 | 91 | $471.0M |
| Marietta Investment Partners LLC | 0001114702 | Nov 12, 2024 | 162 | $471.2M |
| Rit Capital Partners PLC | 0000939334 | Nov 12, 2024 | 13 | $472.1M |
| Susquehanna International Group Ltd. | 0001765924 | Nov 14, 2024 | 108 | $472.2M |
| Trust Co of the South | 0002008165 | Oct 2, 2024 | 128 | $472.3M |
| Lincoln Capital LLC | 0001633862 | Nov 1, 2024 | 112 | $472.8M |
| First Personal Financial Services | 0001633869 | Nov 1, 2024 | 570 | $472.9M |
| Oldfield Partners LLP | 0001492815 | Oct 21, 2024 | 30 | $473.0M |
| Lynch & Associates | 0001108965 | Oct 15, 2024 | 120 | $473.0M |
| Lafayette Investments, Inc. | 0001308377 | Feb 13, 2025 | 146 | $474.3M |
| VY Capital Management Co. Ltd. | 0001628622 | Oct 10, 2024 | 1 | $474.4M |
| Valor Management LLC | 0001846237 | Nov 12, 2024 | 4 | $474.6M |
| Call To Action Foundation | 0001981942 | Nov 1, 2024 | 1 | $475.0M |
| Talon Private Wealth, LLC | 0001990467 | Apr 1, 2025 | 297 | $475.3M |