| Acorn Financial Advisory Services Inc. | 0001018561 | Aug 1, 2024 | 203 | $535.8M |
| Belmont Capital, LLC | 0001793367 | Aug 13, 2024 | 199 | $535.9M |
| Kelman-Lazarov, Inc. | 0001672067 | Aug 12, 2024 | 106 | $536.2M |
| Hudock, Inc. | 0001543536 | Aug 2, 2024 | 166 | $536.3M |
| TRB Advisors LP | 0001513300 | Aug 12, 2024 | 6 | $536.3M |
| Montanaro Asset Management Ltd | 0001831133 | Jul 30, 2024 | 46 | $536.4M |
| Columbia Asset Management | 0001585047 | Aug 5, 2024 | 170 | $536.4M |
| Meteora Capital, LLC | 0001905106 | Aug 14, 2024 | 254 | $537.1M |
| Mason Capital Management LLC | 0001218735 | Aug 14, 2024 | 6 | $538.2M |
| JT Stratford LLC | 0001689013 | Aug 14, 2024 | 270 | $538.3M |
| Cadinha & Co. LLC | 0000923469 | Jul 31, 2024 | 96 | $539.3M |
| Dendur Capital LP | 0001782124 | Aug 14, 2024 | 12 | $539.3M |
| Seven Post Investment Office LP | 0001554308 | Aug 5, 2024 | 55 | $539.9M |
| Maltese Capital Management LLC | 0001040762 | Aug 14, 2024 | 92 | $541.3M |
| Ithaka Group LLC | 0001484043 | Aug 9, 2024 | 36 | $541.7M |
| Versor Investments LP | 0001650301 | Aug 1, 2024 | 699 | $542.3M |
| Glassman Wealth Services | 0001642160 | Aug 6, 2024 | 192 | $542.5M |
| Physician Wealth Advisors, Inc. | 0001795173 | Jul 17, 2024 | 182 | $542.7M |
| Legacy Edge Advisors, LLC | 0002105396 | Aug 17, 2026 | 175 | $542.7M |
| Sora Investors LLC | 0001894532 | Aug 14, 2024 | 51 | $542.8M |
| Sentry LLC | 0002004474 | Jul 24, 2024 | 125 | $542.8M |
| Beacon Capital Management, LLC | 0001921487 | Jul 24, 2024 | 1,053 | $543.0M |
| Biltmore Family Office, LLC | 0001731123 | Aug 7, 2024 | 249 | $543.2M |
| CFM Wealth Partners LLC | 0001801097 | Jul 18, 2024 | 146 | $544.4M |
| Paragon Capital Management Ltd | 0001569765 | Jul 12, 2024 | 202 | $544.8M |
| AF Advisors, Inc. | 0001818044 | Aug 5, 2024 | 21 | $545.1M |
| Arthur M. Cohen & Associates, LLC | 0001692252 | Jul 29, 2024 | 140 | $545.3M |
| Harbor Advisors LLC | 0001687156 | Jul 30, 2024 | 178 | $545.4M |
| Executive Wealth Management, LLC | 0001542611 | Aug 8, 2024 | 117 | $545.4M |
| Klaas Financial Asset Advisors, LLC | 0001819279 | Jul 31, 2024 | 48 | $545.5M |
| Liberty Wealth Management LLC | 0001769302 | Aug 7, 2024 | 233 | $545.5M |
| Glen Eagle Advisors, LLC | 0002029317 | Aug 14, 2024 | 1,142 | $546.2M |
| Dark Forest Capital Management LP | 0001853322 | Aug 14, 2024 | 637 | $546.3M |
| Quadratic Capital Management LLC | 0001697722 | Jul 12, 2024 | 2 | $546.5M |
| Value Holdings Management Co. LLC | 0001695658 | Aug 12, 2024 | 30 | $546.9M |
| First National Advisers, LLC | 0001941030 | Aug 13, 2024 | 208 | $547.2M |
| Mirova | 0001767843 | Aug 13, 2024 | 123 | $547.3M |
| Insight Advisors, LLC/ PA | 0001844880 | Jul 15, 2024 | 285 | $547.3M |
| Schmidt P J Investment Management Inc. | 0001008895 | Jul 29, 2024 | 182 | $547.5M |
| Symphony Financial, Ltd. Co. | 0001800687 | Jul 18, 2024 | 209 | $547.6M |
| Pacific Capital Wealth Advisors, Inc. | 0001803523 | Aug 6, 2024 | 543 | $547.9M |
| 12th Street Asset Management Company, LLC | 0001633703 | Aug 9, 2024 | 30 | $548.0M |
| Affinity Wealth Management LLC | 0000810672 | Jul 31, 2024 | 100 | $548.1M |
| Trustees of Dartmouth College | 0001599404 | Jul 24, 2024 | 5 | $548.7M |
| Aprio Wealth Management, LLC | 0001803519 | Jul 10, 2024 | 261 | $548.9M |
| Wellington Shields Capital Management, LLC | 0001506071 | Aug 5, 2024 | 307 | $549.3M |
| FinTrust Capital Advisors, LLC | 0001622001 | Jul 24, 2024 | 1,350 | $549.4M |
| High Probability Advisors, LLC | 0002039415 | Nov 14, 2024 | 54 | $551.5M |
| Gilman Hill Asset Management, LLC | 0001551969 | Jul 12, 2024 | 213 | $552.5M |
| Ardsley Advisory Partners LP | 0000900529 | Aug 14, 2024 | 108 | $552.7M |
| Eagle Rock Investment Company, LLC | 0001911407 | Jul 12, 2024 | 142 | $552.8M |
| Faithward Advisors, LLC | 0001695078 | Aug 14, 2024 | 252 | $553.0M |
| Quadcap Wealth Management, LLC | 0002009674 | Aug 14, 2024 | 374 | $553.4M |
| Academy Capital Management | 0001031972 | Jul 30, 2024 | 34 | $554.2M |
| MIdWestOne Financial Group, Inc. | 0001412665 | Aug 15, 2024 | 286 | $554.6M |
| Kavar Capital Partners Group, LLC | 0001841766 | Jul 19, 2024 | 163 | $554.7M |
| Main Management Fund Advisors LLC | 0001862787 | Aug 15, 2024 | 6 | $555.1M |
| Groupe Bruxelles Lambert | 0001179313 | Aug 13, 2024 | 1 | $555.2M |
| CVA Family Office, LLC | 0001802084 | Jul 10, 2024 | 1,275 | $555.6M |
| EagleClaw Capital Managment, LLC | 0001607636 | Aug 9, 2024 | 134 | $555.8M |
| Destiny Wealth Partners, LLC | 0001844369 | Jul 25, 2024 | 154 | $556.5M |
| Founders Capital Management, LLC | 0001585828 | Jul 17, 2024 | 77 | $556.8M |
| Rhino Investment Partners, Inc | 0001828776 | Aug 14, 2024 | 23 | $557.5M |
| Owl Creek Asset Management, L.P. | 0001313756 | Aug 14, 2024 | 37 | $558.0M |
| Calydon Capital | 0001759271 | Aug 14, 2024 | 253 | $558.3M |
| Strategic Point Investment Advisors, LLC | 0001295044 | Aug 6, 2024 | 34 | $558.3M |
| Viking Fund Management LLC | 0001169069 | Jul 16, 2024 | 126 | $558.5M |
| Masters Capital Management LLC | 0001104186 | Aug 14, 2024 | 35 | $558.6M |
| Semper Augustus Investments | 0001115373 | Aug 14, 2024 | 39 | $559.0M |
| Allen Mooney & Barnes Investment Advisors LLC | 0002001461 | Jul 12, 2024 | 151 | $559.2M |
| Eagle Health Investments LP | 0001842545 | Aug 13, 2024 | 25 | $559.6M |
| Ironwood Investment Counsel, LLC | 0001330463 | Aug 5, 2024 | 257 | $559.9M |
| Rbo & Co. LLC | 0001162827 | Aug 12, 2024 | 53 | $560.3M |
| Sugarloaf Wealth Management, LLC | 0001664864 | Jul 8, 2024 | 663 | $560.3M |
| SkyView Investment Advisors, LLC | 0001848237 | Aug 15, 2024 | 370 | $560.6M |
| Meridian Wealth Advisors, LLC | 0001768095 | Aug 2, 2024 | 175 | $560.7M |
| Legacy Financial Advisors, Inc. | 0001730810 | Aug 13, 2024 | 334 | $561.6M |
| Arkansas Financial Group, Inc. | 0000764611 | Jul 25, 2024 | 76 | $561.6M |
| Claret Asset Management Corp | 0001735513 | Aug 14, 2024 | 251 | $562.2M |
| Olstein Capital Management, L.P. | 0000947996 | Jul 10, 2024 | 99 | $562.2M |
| Dynamo Internacional Gestao DE Recursos Ltda. | 0001546790 | May 30, 2025 | 6 | $562.5M |
| Family Manage LLC | 0001539947 | Aug 14, 2024 | 175 | $563.5M |
| Nelson Capital Management, LLC | 0001512611 | Aug 8, 2024 | 105 | $563.5M |
| Occudo Quantitative Strategies LP | 0001819697 | Aug 14, 2024 | 715 | $563.8M |
| Ophir Asset Management Pty Ltd | 0001844640 | Aug 14, 2024 | 33 | $564.3M |
| American Investment Services, Inc. | 0001369913 | Aug 14, 2024 | 156 | $564.7M |
| Brasada Capital Management, LP | 0001643833 | Aug 7, 2024 | 133 | $564.8M |
| Paradice Investment Management LLC | 0001620275 | Aug 1, 2024 | 28 | $565.6M |
| George Kaiser Family Foundation | 0001265376 | Aug 2, 2024 | 18 | $565.9M |
| Meridian Wealth Partners, LLC | 0001781942 | Aug 12, 2024 | 107 | $566.4M |
| Proffitt & Goodson Inc. | 0001123812 | Jul 23, 2024 | 278 | $566.7M |
| LM Advisors LLC | 0002011314 | Aug 14, 2024 | 193 | $566.8M |
| Tarbox Family Office, Inc. | 0001599603 | Jul 17, 2024 | 104 | $566.9M |
| Silchester International Investors LLP | 0001506409 | Jul 23, 2024 | 4 | $567.1M |
| Concord Wealth Partners | 0001814214 | Jul 31, 2024 | 840 | $567.2M |
| Red Door Wealth Management, LLC | 0001783599 | Jul 17, 2024 | 197 | $567.4M |
| Yelin Lapidot Holdings Management Ltd. | 0001590495 | Jul 29, 2024 | 82 | $567.4M |
| Colonial Trust Co / SC | 0001954093 | Aug 14, 2024 | 982 | $567.8M |
| Ethos Financial Group, LLC | 0001954242 | Aug 12, 2024 | 296 | $567.9M |
| Mitchell Capital Management Co. | 0001080351 | Aug 8, 2024 | 115 | $567.9M |