| TLWM | 0001732537 | Apr 16, 2024 | 72 | $450.7M |
| Cyrus J. Lawrence, LLC | 0001919920 | May 8, 2024 | 150 | $450.8M |
| Contravisory Investment Management, Inc. | 0001365707 | Apr 11, 2024 | 345 | $451.5M |
| Iowa State Bank | 0001546967 | Apr 23, 2024 | 106 | $451.9M |
| Sensible Financial Planning & Management, LLC. | 0001567738 | May 6, 2024 | 29 | $452.3M |
| Cisco Systems, Inc. | 0000858877 | Apr 5, 2024 | 3 | $452.3M |
| Brilliance Asset Management Ltd. | 0001665751 | May 15, 2024 | 10 | $453.1M |
| ADW Capital Management, LLC | 0001745214 | May 15, 2024 | 5 | $453.4M |
| Battery Management Corp. | 0001548594 | May 8, 2024 | 5 | $453.5M |
| Bellecapital International Ltd. | 0001600152 | May 3, 2024 | 163 | $453.7M |
| Kapitalo Investimentos Ltda | 0001798686 | May 15, 2024 | 256 | $453.9M |
| Hudock, Inc. | 0001543536 | May 2, 2024 | 139 | $454.0M |
| Private Capital Management LLC | 0001778185 | Mar 12, 2025 | 260 | $454.1M |
| Pilgrim Global Advisors LLC | 0001963918 | May 15, 2024 | 5 | $454.3M |
| TAP Consulting, LLC | 0001748930 | Apr 23, 2024 | 152 | $454.7M |
| Bellwether Advisors, LLC | 0001819815 | May 6, 2024 | 118 | $455.2M |
| Arlington Financial Advisors, LLC | 0001716539 | Apr 18, 2024 | 74 | $455.5M |
| Cheviot Value Management, LLC | 0001427147 | May 14, 2024 | 62 | $455.6M |
| HughesLittle Investment Management Ltd. | 0002106035 | Mar 20, 2026 | 17 | $455.7M |
| Pacific Ridge Capital Partners, LLC | 0001591546 | May 9, 2024 | 136 | $455.8M |
| Sargent Investment Group, LLC | 0001766157 | May 10, 2024 | 201 | $456.1M |
| Greenfield FTC, Inc. | 0001842727 | Apr 19, 2024 | 4 | $456.3M |
| McRae Capital Management Inc. | 0000320376 | Apr 18, 2024 | 96 | $456.5M |
| Land & Buildings Investment Management, LLC | 0001536520 | May 15, 2024 | 18 | $456.7M |
| Marietta Investment Partners LLC | 0001114702 | May 13, 2024 | 164 | $457.3M |
| Sycomore Asset Management | 0001728681 | Apr 29, 2024 | 68 | $457.4M |
| Qsemble Capital Management, LP | 0001766159 | May 7, 2024 | 394 | $457.5M |
| Gibson Capital, LLC | 0001427372 | Apr 17, 2024 | 75 | $457.5M |
| Providence Capital Advisors, LLC | 0001730814 | May 13, 2024 | 342 | $458.3M |
| IPG Investment Advisors LLC | 0001602237 | May 15, 2024 | 169 | $458.5M |
| Opaleye Management Inc. | 0001595855 | May 29, 2024 | 52 | $458.9M |
| Aigen Investment Management, LP | 0001741224 | May 14, 2024 | 639 | $459.0M |
| Requisite Capital Management, LLC | 0001730573 | Apr 18, 2024 | 79 | $459.2M |
| Columbus Hill Capital Management, L.P. | 0001384982 | May 14, 2024 | 24 | $459.3M |
| Planning Center, Inc. | 0001910966 | Apr 23, 2024 | 58 | $459.5M |
| MJP Associates Inc. | 0000715113 | Apr 11, 2024 | 224 | $459.6M |
| Ellis Investment Partners, LLC | 0001765590 | Apr 15, 2024 | 229 | $459.8M |
| Hook Mill Capital Partners, LP | 0001943395 | May 15, 2024 | 34 | $460.2M |
| CRA Financial Services, LLC | 0001765594 | Apr 17, 2024 | 240 | $460.4M |
| Icon Advisers Inc. | 0001058470 | May 15, 2024 | 159 | $460.5M |
| Martel Wealth Advisors LLC | 0002039437 | Oct 9, 2024 | 54 | $461.1M |
| AF Advisors, Inc. | 0001818044 | Apr 24, 2024 | 22 | $461.2M |
| Goehring & Rozencwajg Associates, LLC | 0001863154 | May 13, 2024 | 51 | $461.5M |
| Ulysses Management LLC | 0001510912 | May 15, 2024 | 45 | $461.9M |
| Private Wealth Strategies, L.L.C. | 0001803189 | May 14, 2024 | 69 | $462.0M |
| Kowal Investment Group, LLC | 0001846786 | Apr 18, 2024 | 178 | $462.7M |
| Curbstone Financial Management Corp | 0001608057 | Apr 9, 2024 | 188 | $462.9M |
| TRB Advisors LP | 0001513300 | Apr 17, 2024 | 10 | $462.9M |
| Strategic Global Advisors, LLC | 0001580212 | May 15, 2024 | 138 | $463.0M |
| Fox Run Management, L.L.C. | 0001533457 | May 13, 2024 | 713 | $463.8M |
| Prestige Wealth Management Group LLC | 0001772715 | Apr 26, 2024 | 1,022 | $464.2M |
| Nebula Research & Development LLC | 0001792635 | May 15, 2024 | 703 | $464.3M |
| Trivium Point Advisory, LLC | 0001766564 | May 15, 2024 | 219 | $464.6M |
| Torno Capital, LLC | 0001974312 | May 15, 2024 | 59 | $465.1M |
| Logan Stone Capital, LLC | 0001535521 | May 15, 2024 | 143 | $465.3M |
| IAG Wealth Partners, LLC | 0001827261 | Apr 24, 2024 | 452 | $465.6M |
| Blue Bell Private Wealth Management, LLC | 0001352860 | Apr 24, 2024 | 726 | $466.1M |
| West Financial Advisors, LLC | 0001843684 | Apr 11, 2024 | 154 | $466.2M |
| 49 Wealth Management, LLC | 0002022291 | May 7, 2024 | 128 | $466.2M |
| Troluce Capital Advisors LLC | 0001910321 | May 15, 2024 | 49 | $466.2M |
| Capital Investment Counsel, LLC | 0002033609 | Aug 14, 2024 | 131 | $466.5M |
| Strategy Asset Managers LLC | 0001166716 | Apr 25, 2024 | 231 | $467.1M |
| McNamara Financial Services, Inc. | 0001622431 | Apr 15, 2024 | 68 | $467.5M |
| Sentinel Pension Advisors, LLC | 0001802290 | May 14, 2024 | 108 | $467.5M |
| Post Oak Energy Holdings, LLC | 0001911838 | May 15, 2024 | 3 | $468.0M |
| Broderick Brian C | 0001314376 | May 6, 2024 | 81 | $468.2M |
| Lloyd Advisory Services, LLC. | 0001802474 | Apr 12, 2024 | 128 | $468.7M |
| Summit Wealth Partners, LLC | 0002033312 | Sep 11, 2024 | 221 | $469.1M |
| Baker Chad R | 0001666470 | Apr 17, 2024 | 53 | $469.6M |
| Janiczek Wealth Management, LLC | 0001598561 | Apr 15, 2024 | 1,091 | $469.7M |
| Armbruster Capital Management, Inc. | 0001664847 | May 7, 2024 | 107 | $470.0M |
| Global X Japan Co., Ltd. | 0002027450 | Jul 1, 2024 | 258 | $470.2M |
| Peterson Wealth Advisors, LLC | 0001713558 | Apr 15, 2024 | 68 | $470.6M |
| Austin Asset Management Co Inc | 0001902024 | Apr 26, 2024 | 64 | $470.7M |
| Asio Capital, LLC | 0001803291 | Apr 16, 2024 | 97 | $471.1M |
| Kesler, Norman & Wride, LLC | 0001840455 | Apr 19, 2024 | 153 | $471.2M |
| Heron Bay Capital Management | 0001842149 | May 14, 2024 | 106 | $471.3M |
| Walkner Condon Financial Advisors LLC | 0001817494 | Apr 23, 2024 | 266 | $471.4M |
| StepStone Group LP | 0001502287 | May 13, 2024 | 21 | $471.6M |
| Raub Brock Capital Management LP | 0001554656 | Apr 18, 2024 | 40 | $472.1M |
| Arthur M. Cohen & Associates, LLC | 0001692252 | Apr 22, 2024 | 134 | $473.4M |
| RPTC Inc. | 0001714450 | May 15, 2024 | 6 | $473.5M |
| Hartford Financial Management Inc. | 0001352526 | Apr 24, 2024 | 382 | $473.6M |
| Rowlandmiller & Partners.adv | 0000225816 | Apr 8, 2024 | 181 | $473.8M |
| Dividend Assets Capital, LLC | 0001365167 | May 15, 2024 | 142 | $474.3M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0001755911 | May 14, 2024 | 83 | $474.6M |
| Physician Wealth Advisors, Inc. | 0001795173 | Apr 17, 2024 | 176 | $475.6M |
| Edge Wealth Management LLC | 0001567163 | Apr 16, 2024 | 79 | $475.9M |
| Ellenbecker Investment Group | 0001731497 | Apr 9, 2024 | 105 | $476.2M |
| Oliver Luxxe Assets LLC | 0001666239 | Apr 18, 2024 | 174 | $477.5M |
| Gleason Group, Inc. | 0001822632 | Apr 12, 2024 | 206 | $478.4M |
| Philadelphia Financial Management of San Francisco, LLC | 0001351407 | May 14, 2024 | 40 | $478.4M |
| Genesis Investment Management, LLP | 0001300979 | Apr 18, 2024 | 16 | $479.2M |
| American Money Management, LLC | 0001600085 | May 9, 2024 | 138 | $479.5M |
| Valor Management LLC | 0001846237 | May 15, 2024 | 6 | $479.6M |
| Bulltick Wealth Management, LLC | 0001912448 | May 15, 2024 | 102 | $479.8M |
| Private Portfolio Partners LLC | 0001766520 | May 9, 2024 | 278 | $479.8M |
| Citizens Business Bank | 0001948632 | Apr 18, 2024 | 107 | $479.8M |
| Legacy Edge Advisors, LLC | 0002105396 | Aug 17, 2026 | 164 | $479.9M |
| Lecap Asset Management Ltd. | 0001990849 | Apr 25, 2024 | 281 | $480.4M |