| Value Aligned Research Advisors, LLC | 0001963565 | Apr 26, 2024 | 19 | $507.0M |
| Deltec Asset Management LLC | 0001269950 | Apr 17, 2024 | 153 | $507.0M |
| Strategic Advisors LLC | 0001569119 | Apr 22, 2024 | 201 | $507.1M |
| Carolinas Wealth Consulting LLC | 0001803425 | May 15, 2024 | 1,034 | $507.3M |
| Biltmore Family Office, LLC | 0001731123 | May 14, 2024 | 236 | $507.6M |
| Matthews International Capital Management LLC | 0001028074 | Apr 15, 2024 | 38 | $507.6M |
| Vise Technologies, Inc. | 0001812090 | May 15, 2024 | 378 | $507.8M |
| Well Done, LLC | 0001667132 | Apr 18, 2024 | 185 | $508.5M |
| Cannon Financial Strategists, Inc. | 0002031123 | Oct 1, 2024 | 94 | $508.6M |
| Northstar Group, Inc. | 0001631408 | Apr 18, 2024 | 150 | $509.1M |
| Tufton Capital Management | 0001055963 | May 7, 2024 | 118 | $509.2M |
| Iridian Asset Management LLC | 0001033427 | May 1, 2024 | 55 | $509.6M |
| Embree Financial Group | 0002020860 | May 3, 2024 | 186 | $509.7M |
| FRG Family Wealth Advisors LLC | 0001893327 | May 15, 2024 | 376 | $509.7M |
| Aprio Wealth Management, LLC | 0001803519 | Apr 10, 2024 | 241 | $510.3M |
| Two Seas Capital LP | 0001823138 | May 15, 2024 | 18 | $510.5M |
| Carrhae Capital LLP | 0001555254 | Aug 21, 2024 | 19 | $510.6M |
| Tolleson Wealth Management, Inc. | 0001772937 | May 15, 2024 | 81 | $511.0M |
| Bourgeon Capital Management LLC | 0001088731 | Apr 19, 2024 | 112 | $511.1M |
| Philosophy Capital Management LLC | 0001869199 | May 15, 2024 | 24 | $511.2M |
| Walter Public Investments Inc. | 0001925251 | Apr 23, 2024 | 42 | $511.3M |
| Abacus Planning Group, Inc. | 0001602730 | Apr 12, 2024 | 209 | $511.6M |
| Bell Investment Advisors, Inc | 0001890149 | May 8, 2024 | 1,910 | $511.7M |
| Kelman-Lazarov, Inc. | 0001672067 | May 9, 2024 | 104 | $511.7M |
| Hamilton Point Investment Advisors, LLC | 0001599746 | May 7, 2024 | 147 | $511.9M |
| D L Carlson Investment Group Inc. | 0001021117 | May 14, 2024 | 139 | $512.1M |
| Hudson Edge Investment Partners Inc. | 0000740272 | May 13, 2024 | 160 | $512.2M |
| Headinvest, LLC | 0001372130 | Aug 14, 2024 | 235 | $512.4M |
| Liberty Wealth Management LLC | 0001769302 | May 3, 2024 | 187 | $512.4M |
| B & T Capital Management DBA Alpha Capital Management | 0001450935 | Apr 12, 2024 | 115 | $512.4M |
| Sherborne Investors Management LP | 0001406672 | May 2, 2024 | 1 | $512.4M |
| Soundwatch Capital LLC | 0001803253 | May 8, 2024 | 13 | $513.0M |
| Sherbrooke Park Advisers LLC | 0001965377 | May 15, 2024 | 818 | $513.7M |
| Stevens Capital Management LP | 0001134813 | May 8, 2024 | 265 | $514.1M |
| Insight Advisors, LLC/ PA | 0001844880 | May 6, 2024 | 295 | $515.1M |
| TFO Wealth Partners, LLC | 0001698750 | May 14, 2024 | 789 | $515.6M |
| Tetrad Corp. | 0000883597 | Aug 1, 2025 | 3 | $515.6M |
| Rhino Investment Partners, Inc | 0001828776 | May 10, 2024 | 22 | $516.1M |
| Lathrop Investment Management Co. | 0001124841 | May 1, 2024 | 85 | $516.4M |
| Smartleaf Asset Management LLC | 0002010393 | Oct 7, 2024 | 1,856 | $517.0M |
| Speece Thorson Capital Group Inc. | 0000900169 | Apr 23, 2024 | 43 | $517.4M |
| Baron Silver Stevens Financial Advisors, LLC | 0001851395 | May 2, 2024 | 127 | $517.4M |
| Endurance Services Ltd | 0002011025 | May 14, 2024 | 11 | $517.4M |
| FinTrust Capital Advisors, LLC | 0001622001 | May 2, 2024 | 1,250 | $517.6M |
| Chemung Canal Trust Co. | 0000790354 | Apr 17, 2024 | 121 | $518.0M |
| Red Door Wealth Management, LLC | 0001783599 | Apr 17, 2024 | 194 | $518.5M |
| Crow's Nest Holdings LP | 0001898772 | May 15, 2024 | 10 | $519.1M |
| Maltese Capital Management LLC | 0001040762 | May 15, 2024 | 89 | $519.2M |
| Radcliffe Capital Management, L.P. | 0001218275 | May 15, 2024 | 73 | $519.4M |
| Bain Capital Credit, LP | 0001317947 | May 15, 2024 | 6 | $519.5M |
| First Beijing Investment Ltd | 0001701717 | May 15, 2024 | 7 | $519.5M |
| Frank, Rimerman Advisors LLC | 0001977560 | May 9, 2024 | 336 | $519.5M |
| Sky Investment Group LLC | 0001333792 | Apr 23, 2024 | 128 | $519.8M |
| Squadra Investments - Gestao DE Recursos Ltda. | 0001577806 | May 15, 2024 | 2 | $520.0M |
| Kemnay Advisory Services Inc. | 0001555283 | May 15, 2024 | 24 | $520.3M |
| Divisar Capital Management LLC | 0001645721 | May 15, 2024 | 34 | $520.5M |
| Rempart Asset Management Inc. | 0001844571 | Apr 30, 2024 | 40 | $520.5M |
| Honeycomb Asset Management LP | 0001675688 | May 15, 2024 | 28 | $520.7M |
| Elequin Capital, LP | 0001810873 | Mar 11, 2025 | 243 | $520.9M |
| Allen Mooney & Barnes Investment Advisors LLC | 0002001461 | Apr 12, 2024 | 160 | $521.0M |
| Mitchell Capital Management Co. | 0001080351 | May 6, 2024 | 117 | $521.2M |
| S&T Bank | 0001010911 | May 15, 2024 | 100 | $521.4M |
| Bracebridge Capital, LLC | 0001426486 | May 10, 2024 | 38 | $521.8M |
| Ramsay, Stattman, Vela & Price, Inc. | 0001541399 | May 2, 2024 | 76 | $521.8M |
| Evolution Wealth Advisors, LLC | 0001763121 | Apr 19, 2024 | 135 | $522.1M |
| Nelson Capital Management, LLC | 0001512611 | May 7, 2024 | 103 | $523.1M |
| Pacific Global Investment Management Co. | 0000908431 | May 10, 2024 | 212 | $523.3M |
| North Growth Management Ltd. | 0001745796 | Apr 30, 2024 | 47 | $523.7M |
| Mirador Capital Partners LP | 0001633446 | Apr 18, 2024 | 194 | $523.8M |
| Eagle Health Investments LP | 0001842545 | May 14, 2024 | 26 | $524.8M |
| Capital Management Corp. | 0001074273 | May 10, 2024 | 79 | $525.1M |
| Twin Focus Capital Partners, LLC | 0001387761 | May 15, 2024 | 143 | $525.3M |
| Cardinal Point Capital Management ULC | 0001950841 | Apr 24, 2024 | 72 | $525.6M |
| MIC Capital Management UK LLP | 0001889830 | May 15, 2024 | 16 | $526.5M |
| Allen Operations LLC | 0001389544 | May 7, 2024 | 33 | $526.6M |
| Cigna Investments Inc. | 0000049969 | Apr 23, 2024 | 461 | $526.8M |
| Glen Eagle Advisors, LLC | 0002029317 | Jul 3, 2024 | 1,111 | $527.2M |
| George Kaiser Family Foundation | 0001265376 | May 6, 2024 | 18 | $527.3M |
| Lawson Kroeker Investment Management Inc. | 0001013701 | Apr 22, 2024 | 84 | $527.6M |
| Academy Capital Management | 0001031972 | May 13, 2024 | 32 | $528.5M |
| Ethos Financial Group, LLC | 0001954242 | May 8, 2024 | 291 | $528.6M |
| Calydon Capital | 0001759271 | May 15, 2024 | 257 | $529.0M |
| Coerente Capital Management | 0001860790 | Apr 22, 2024 | 45 | $529.1M |
| Mraz, Amerine & Associates, Inc. | 0001542324 | Jul 24, 2025 | 178 | $529.1M |
| Mainstay Capital Management LLC | 0001127612 | Apr 30, 2024 | 115 | $529.1M |
| Acorn Financial Advisory Services Inc. | 0001018561 | May 8, 2024 | 206 | $529.4M |
| Schmidt P J Investment Management Inc. | 0001008895 | Apr 26, 2024 | 180 | $530.1M |
| Masters Capital Management LLC | 0001104186 | May 15, 2024 | 38 | $530.2M |
| Hazelview Securities Inc. | 0001705265 | Apr 15, 2024 | 40 | $530.2M |
| Wellington Shields Capital Management, LLC | 0001506071 | May 3, 2024 | 304 | $530.4M |
| Ithaka Group LLC | 0001484043 | May 13, 2024 | 35 | $530.4M |
| Coppell Advisory Solutions Corp. | 0001942379 | May 16, 2024 | 266 | $530.5M |
| Al Mehwar Commercial Investments LLC | 0001801297 | May 14, 2024 | 1 | $530.6M |
| Sirios Capital Management L P | 0001104883 | May 15, 2024 | 61 | $530.7M |
| Fort Sheridan Advisors LLC | 0001606666 | May 15, 2024 | 206 | $530.7M |
| Rollins Financial Advisors, LLC | 0001884018 | May 14, 2024 | 120 | $530.9M |
| Sentry LLC | 0002004474 | Apr 22, 2024 | 126 | $530.9M |
| Winslow Asset Management Inc. | 0001286534 | May 2, 2024 | 77 | $531.0M |
| Premier Path Wealth Partners, LLC | 0001999925 | Apr 24, 2024 | 344 | $531.3M |
| Broad Peak Investment Holdings Ltd. | 0001728120 | May 1, 2024 | 21 | $531.4M |