| Ellenbecker Investment Group | 0001731497 | Oct 17, 2024 | 109 | $529.2M |
| Peterson Wealth Advisors, LLC | 0001713558 | Oct 24, 2024 | 83 | $529.3M |
| Tyler-Stone Wealth Management | 0001912584 | Nov 4, 2024 | 319 | $529.6M |
| Dimension Capital Management LLC | 0001041773 | Nov 14, 2024 | 98 | $529.7M |
| Chandler Asset Management, Inc. | 0001665018 | Oct 31, 2024 | 24 | $529.8M |
| Act Two Investors LLC | 0001766907 | Nov 12, 2024 | 45 | $530.1M |
| Cheviot Value Management, LLC | 0001427147 | Nov 14, 2024 | 67 | $530.1M |
| Bremer Bank National Association | 0001775321 | Oct 17, 2024 | 172 | $530.2M |
| NBW Capital LLC | 0001512901 | Nov 4, 2024 | 106 | $530.4M |
| Peak Asset Management, LLC | 0001632512 | Nov 6, 2024 | 150 | $530.6M |
| Beck Bode, LLC | 0001790548 | Nov 12, 2024 | 103 | $531.4M |
| B & T Capital Management DBA Alpha Capital Management | 0001450935 | Oct 9, 2024 | 111 | $531.9M |
| Point72 Asia (Singapore) Pte. Ltd. | 0001666791 | Nov 14, 2024 | 917 | $531.9M |
| TFO Wealth Partners, LLC | 0001698750 | Nov 12, 2024 | 35 | $533.1M |
| Summit Financial Wealth Advisors, LLC | 0001632283 | Nov 13, 2024 | 151 | $533.3M |
| Tufton Capital Management | 0001055963 | Nov 8, 2024 | 121 | $533.4M |
| Private Portfolio Partners LLC | 0001766520 | Nov 12, 2024 | 293 | $533.5M |
| Roberts Financial Services LLC | 0001767602 | Oct 17, 2024 | 87 | $534.2M |
| Gries Financial LLC | 0001049662 | Oct 18, 2024 | 273 | $534.3M |
| Matrix Trust Co | 0001784277 | Oct 9, 2024 | 239 | $534.8M |
| MA Private Wealth | 0001767474 | Oct 23, 2024 | 71 | $534.9M |
| Redpoint Management, LLC | 0001689508 | Nov 14, 2024 | 7 | $535.1M |
| Conversant Capital LLC | 0001850901 | Nov 14, 2024 | 14 | $535.6M |
| Strategic Advisors LLC | 0001569119 | Oct 9, 2024 | 202 | $536.1M |
| Coerente Capital Management | 0001860790 | Oct 23, 2024 | 46 | $536.2M |
| Farmers Trust Co. | 0001318055 | Oct 3, 2024 | 191 | $536.3M |
| Bricktown Capital, LLC | 0001934657 | Oct 7, 2024 | 28 | $537.0M |
| North Growth Management Ltd. | 0001745796 | Nov 5, 2024 | 48 | $537.1M |
| Clark Estates Inc. | 0001056466 | Nov 13, 2024 | 90 | $537.3M |
| J. W. Coons Advisors, LLC | 0001536139 | Nov 7, 2024 | 239 | $537.5M |
| Ramsay, Stattman, Vela & Price, Inc. | 0001541399 | Oct 25, 2024 | 75 | $538.0M |
| Drexel Morgan & Co. | 0001508512 | Oct 28, 2024 | 55 | $538.0M |
| Lathrop Investment Management Co. | 0001124841 | Nov 12, 2024 | 86 | $538.1M |
| Rempart Asset Management Inc. | 0001844571 | Oct 21, 2024 | 36 | $538.1M |
| Blue Grotto Capital, LLC | 0001764725 | Nov 14, 2024 | 25 | $538.5M |
| Hudson Edge Investment Partners Inc. | 0000740272 | Oct 31, 2024 | 195 | $539.4M |
| Vanderbilt University | 0001825985 | Oct 24, 2024 | 71 | $540.0M |
| Headinvest, LLC | 0001372130 | Nov 15, 2024 | 240 | $540.4M |
| Oarsman Capital, Inc. | 0001569667 | Nov 8, 2024 | 906 | $540.5M |
| Geometric Wealth Advisors | 0001900576 | Oct 25, 2024 | 66 | $540.7M |
| Winslow Asset Management Inc. | 0001286534 | Nov 4, 2024 | 77 | $540.8M |
| IAG Wealth Partners, LLC | 0001827261 | Oct 29, 2024 | 490 | $541.0M |
| Fortis Group Advisors, LLC | 0001815183 | Oct 21, 2024 | 496 | $541.0M |
| Eisler Capital (US) LLC | 0001928502 | Nov 14, 2024 | 151 | $541.0M |
| Speece Thorson Capital Group Inc. | 0000900169 | Nov 5, 2024 | 42 | $541.3M |
| Yiheng Capital Management, L.P. | 0001447228 | Nov 12, 2024 | 17 | $541.5M |
| Crow's Nest Holdings LP | 0001898772 | Nov 14, 2024 | 9 | $541.8M |
| Divisar Capital Management LLC | 0001645721 | Nov 14, 2024 | 31 | $542.1M |
| Euro Pacific Asset Management, LLC | 0001796651 | Nov 6, 2024 | 75 | $542.5M |
| Capital Advisors Wealth Management, LLC | 0001824700 | Oct 15, 2024 | 167 | $542.8M |
| Fourpath Capital Management, LLC | 0001894484 | Nov 8, 2024 | 781 | $542.9M |
| Pettyjohn, Wood & White, Inc. | 0001128213 | Nov 12, 2024 | 196 | $543.0M |
| CoreCommodity Management, LLC | 0001301743 | Nov 14, 2024 | 134 | $543.2M |
| White Mountains Insurance Group Ltd. | 0000776867 | Nov 12, 2024 | 2 | $543.2M |
| Qsemble Capital Management, LP | 0001766159 | Nov 13, 2024 | 357 | $543.2M |
| TRB Advisors LP | 0001513300 | Oct 9, 2024 | 5 | $543.3M |
| Kowal Investment Group, LLC | 0001846786 | Oct 16, 2024 | 200 | $543.6M |
| Waterfront Capital Partners, LLC | 0001595077 | Nov 14, 2024 | 33 | $544.1M |
| Alpha Omega Wealth Management LLC | 0001665633 | Oct 3, 2024 | 205 | $544.7M |
| CRA Financial Services, LLC | 0001765594 | Oct 10, 2024 | 267 | $545.0M |
| Thrive Wealth Management, LLC | 0001847610 | Oct 4, 2024 | 214 | $545.0M |
| Bell Investment Advisors, Inc | 0001890149 | Nov 13, 2024 | 1,878 | $545.2M |
| Wilsey Asset Management Inc. | 0001598379 | Oct 15, 2024 | 22 | $545.3M |
| Bell Asset Management Ltd | 0001681004 | Nov 13, 2024 | 64 | $545.9M |
| Gleason Group, Inc. | 0001822632 | Oct 15, 2024 | 192 | $546.0M |
| Divergent Wealth Advisors | 0001731275 | Oct 30, 2024 | 33 | $547.0M |
| Well Done, LLC | 0001667132 | Oct 17, 2024 | 179 | $547.2M |
| Amarillo National Bank | 0001053013 | Oct 24, 2024 | 88 | $547.4M |
| Duncker Streett & Co. Inc. | 0001020585 | Nov 12, 2024 | 488 | $548.0M |
| DORCHESTER WEALTH MANAGEMENT Co | 0001649888 | Oct 22, 2024 | 162 | $548.2M |
| Tobam | 0001527488 | Oct 9, 2024 | 319 | $548.4M |
| Stablepoint Partners, LLC | 0002011237 | Oct 11, 2024 | 239 | $548.8M |
| Lawson Kroeker Investment Management Inc. | 0001013701 | Oct 15, 2024 | 88 | $548.8M |
| Occudo Quantitative Strategies LP | 0001819697 | Nov 14, 2024 | 670 | $548.9M |
| Moody Aldrich Partners LLC | 0000936941 | Oct 22, 2024 | 192 | $549.7M |
| Elk River Wealth Management LLC | 0001844107 | Oct 11, 2024 | 97 | $549.8M |
| Wealthstream Advisors, Inc. | 0001833780 | Nov 6, 2024 | 162 | $550.2M |
| Wedgewood Partners Inc. | 0000859804 | Nov 14, 2024 | 19 | $550.8M |
| Carolinas Wealth Consulting LLC | 0001803425 | Nov 12, 2024 | 1,052 | $551.2M |
| Blueprint Investment Partners LLC | 0001794467 | Nov 13, 2024 | 164 | $551.5M |
| Advocate Group LLC | 0001853401 | Oct 9, 2024 | 118 | $551.5M |
| Kemnay Advisory Services Inc. | 0001555283 | Nov 14, 2024 | 24 | $552.2M |
| D L Carlson Investment Group Inc. | 0001021117 | Nov 13, 2024 | 145 | $552.5M |
| Human Investing LLC | 0001767513 | Oct 28, 2024 | 99 | $552.8M |
| Bordeaux Wealth Advisors LLC | 0001821271 | Nov 4, 2024 | 161 | $552.8M |
| James J. Burns & Company, LLC | 0001949059 | Oct 30, 2024 | 141 | $552.8M |
| Mraz, Amerine & Associates, Inc. | 0001542324 | Jul 24, 2025 | 167 | $552.9M |
| Private Capital Management LLC | 0001778185 | Nov 14, 2024 | 285 | $553.0M |
| Crane Advisory, LLC | 0001951283 | Oct 15, 2024 | 43 | $553.1M |
| Arthur M. Cohen & Associates, LLC | 0001692252 | Oct 30, 2024 | 140 | $553.5M |
| Pacific Global Investment Management Co. | 0000908431 | Nov 13, 2024 | 211 | $553.5M |
| Eagle Strategies LLC | 0001907666 | Oct 25, 2024 | 210 | $553.6M |
| Grace & White Inc. | 0000903064 | Oct 21, 2024 | 132 | $553.7M |
| Valley National Advisers Inc. | 0000773411 | Oct 24, 2024 | 733 | $553.9M |
| Leelyn Smith, LLC | 0001777817 | Nov 12, 2024 | 124 | $554.1M |
| Physician Wealth Advisors, Inc. | 0001795173 | Oct 16, 2024 | 183 | $554.2M |
| Greenland Capital Management LP | 0001896430 | Nov 13, 2024 | 269 | $554.2M |
| Hamilton Point Investment Advisors, LLC | 0001599746 | Nov 12, 2024 | 157 | $554.2M |
| Evolution Wealth Advisors, LLC | 0001763121 | Nov 6, 2024 | 131 | $554.3M |
| Mirador Capital Partners LP | 0001633446 | Oct 4, 2024 | 194 | $555.7M |