| Sargent Investment Group, LLC | 0001766157 | Nov 6, 2024 | 216 | $556.6M |
| Sky Investment Group LLC | 0001333792 | Oct 21, 2024 | 140 | $556.9M |
| Horst & Graben Wealth Management LLC | 0001818207 | Oct 21, 2024 | 154 | $557.1M |
| White Lighthouse Investment Management Inc. | 0001727593 | Oct 30, 2024 | 131 | $557.4M |
| PAX Financial Group, LLC | 0001803673 | Nov 13, 2024 | 225 | $557.6M |
| FRG Family Wealth Advisors LLC | 0001893327 | Nov 18, 2024 | 147 | $558.8M |
| Oliver Luxxe Assets LLC | 0001666239 | Oct 11, 2024 | 183 | $559.4M |
| Abacus Planning Group, Inc. | 0001602730 | Oct 2, 2024 | 218 | $559.5M |
| Greystone Financial Group, LLC | 0001845302 | Oct 22, 2024 | 102 | $559.6M |
| Troluce Capital Advisors LLC | 0001910321 | Nov 14, 2024 | 44 | $559.7M |
| Montanaro Asset Management Ltd | 0001831133 | Nov 4, 2024 | 47 | $561.1M |
| Embree Financial Group | 0002020860 | Oct 18, 2024 | 195 | $561.5M |
| Wahed Invest LLC | 0001763146 | Nov 14, 2024 | 219 | $562.1M |
| Advisory Research Inc. | 0000902584 | Nov 14, 2024 | 156 | $562.9M |
| Cigna Investments Inc. | 0000049969 | Oct 28, 2024 | 466 | $563.0M |
| Capital Management Corp. | 0001074273 | Oct 30, 2024 | 79 | $563.0M |
| Affinity Wealth Management LLC | 0000810672 | Oct 11, 2024 | 103 | $563.7M |
| Te Ahumairangi Investment Management Ltd | 0001832237 | Nov 21, 2024 | 83 | $564.1M |
| Acorn Financial Advisory Services Inc. | 0001018561 | Nov 1, 2024 | 207 | $564.6M |
| CFO4Life Group, LLC | 0001706351 | Nov 12, 2024 | 220 | $565.0M |
| Sirios Capital Management L P | 0001104883 | Nov 12, 2024 | 64 | $565.0M |
| Bornite Capital Management LP | 0001800641 | Nov 13, 2024 | 36 | $565.8M |
| Al Mehwar Commercial Investments LLC | 0001801297 | Nov 12, 2024 | 1 | $566.5M |
| SJS Investment Consulting Inc. | 0001894302 | Oct 16, 2024 | 1,657 | $566.7M |
| Alpine Woods Capital Investors, LLC | 0001226886 | Nov 12, 2024 | 169 | $569.6M |
| Irenic Capital Management LP | 0001929389 | Nov 14, 2024 | 17 | $569.9M |
| Destiny Wealth Partners, LLC | 0001844369 | Oct 15, 2024 | 162 | $570.2M |
| GR Financial Group, LLC | 0002011751 | Oct 28, 2024 | 16 | $571.2M |
| Capital Insight Partners, LLC | 0001664385 | Oct 9, 2024 | 157 | $571.3M |
| Value Holdings Management Co. LLC | 0001695658 | Nov 12, 2024 | 32 | $571.9M |
| Great Mountain Partners LLC | 0001815467 | Nov 12, 2024 | 2 | $572.0M |
| Cannon Financial Strategists, Inc. | 0002031123 | Oct 21, 2024 | 98 | $572.1M |
| Mitchell Capital Management Co. | 0001080351 | Nov 12, 2024 | 108 | $572.2M |
| Peninsula Wealth, LLC | 0001600052 | Nov 14, 2024 | 98 | $572.5M |
| CFM Wealth Partners LLC | 0001801097 | Oct 23, 2024 | 143 | $572.6M |
| GC Wealth Management RIA, LLC | 0002011169 | Nov 4, 2024 | 296 | $572.6M |
| Brasada Capital Management, LP | 0001643833 | Nov 14, 2024 | 137 | $572.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0001851395 | Oct 28, 2024 | 120 | $572.8M |
| Sora Investors LLC | 0001894532 | Nov 14, 2024 | 59 | $573.0M |
| Walter Public Investments Inc. | 0001925251 | Oct 16, 2024 | 42 | $573.2M |
| AMS Capital Ltda | 0001717977 | Oct 22, 2024 | 17 | $573.6M |
| Essex Investment Management Co. LLC | 0000201772 | Oct 10, 2024 | 302 | $573.7M |
| Columbia Asset Management | 0001585047 | Nov 12, 2024 | 179 | $573.8M |
| Northstar Group, Inc. | 0001631408 | Oct 9, 2024 | 157 | $574.1M |
| Insight Advisors, LLC/ PA | 0001844880 | Oct 15, 2024 | 293 | $574.3M |
| Paradice Investment Management LLC | 0001620275 | Nov 7, 2024 | 25 | $574.7M |
| Goldstone Financial Group, LLC | 0002040021 | Oct 28, 2024 | 193 | $574.7M |
| Faithward Advisors, LLC | 0001695078 | Nov 14, 2024 | 280 | $574.8M |
| Wellington Shields Capital Management, LLC | 0001506071 | Nov 13, 2024 | 313 | $575.3M |
| Founders Capital Management, LLC | 0001585828 | Oct 15, 2024 | 77 | $576.6M |
| Klaas Financial Asset Advisors, LLC | 0001819279 | Oct 23, 2024 | 48 | $576.9M |
| Engine Capital Management, LP | 0001665590 | Nov 14, 2024 | 38 | $577.0M |
| Academy Capital Management | 0001031972 | Oct 17, 2024 | 32 | $577.4M |
| Capital Investment Counsel, LLC | 0002033609 | Nov 12, 2024 | 125 | $577.7M |
| Mirova | 0001767843 | Nov 13, 2024 | 120 | $578.7M |
| Hudock, Inc. | 0001543536 | Oct 23, 2024 | 167 | $578.9M |
| Schmidt P J Investment Management Inc. | 0001008895 | Oct 23, 2024 | 188 | $579.3M |
| CHICAGO TRUST Co NA | 0001601539 | Oct 10, 2024 | 378 | $580.0M |
| B&D White Capital Company, LLC | 0001752523 | Nov 8, 2024 | 73 | $580.2M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0001512022 | Nov 13, 2024 | 94 | $580.4M |
| Kahn Brothers Group Inc. | 0001039565 | Nov 13, 2024 | 53 | $580.6M |
| Smithbridge Asset Management Inc. | 0001103245 | Oct 24, 2024 | 131 | $580.8M |
| Kelman-Lazarov, Inc. | 0001672067 | Nov 8, 2024 | 109 | $581.2M |
| Edgehill Endowment Partners, LLC | 0001676623 | Nov 5, 2024 | 6 | $581.2M |
| FCPM III Services B.V. | 0002013410 | Nov 14, 2024 | 7 | $582.3M |
| Main Management Fund Advisors LLC | 0001862787 | Nov 15, 2024 | 5 | $583.2M |
| JAT Capital Mgmt LP | 0001834438 | Nov 14, 2024 | 35 | $584.5M |
| Biltmore Family Office, LLC | 0001731123 | Nov 12, 2024 | 270 | $584.7M |
| JT Stratford LLC | 0001689013 | Nov 14, 2024 | 282 | $584.8M |
| Cadinha & Co. LLC | 0000923469 | Oct 9, 2024 | 100 | $584.9M |
| Portside Wealth Group, LLC | 0001978608 | Oct 31, 2024 | 382 | $585.2M |
| Sloy Dahl & Holst, LLC | 0001690295 | Oct 17, 2024 | 103 | $585.9M |
| Glassman Wealth Services | 0001642160 | Nov 12, 2024 | 181 | $586.6M |
| Montecito Bank & Trust | 0001422508 | Oct 31, 2024 | 280 | $587.0M |
| Northwest Bancshares, Inc. | 0001471265 | Nov 8, 2024 | 183 | $587.1M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0000932724 | Nov 13, 2024 | 225 | $587.2M |
| High Probability Advisors, LLC | 0002039415 | Nov 12, 2024 | 57 | $587.2M |
| Allen Mooney & Barnes Investment Advisors LLC | 0002001461 | Oct 15, 2024 | 155 | $587.4M |
| Olstein Capital Management, L.P. | 0000947996 | Oct 31, 2024 | 98 | $587.7M |
| Liberty Wealth Management LLC | 0001769302 | Nov 4, 2024 | 230 | $588.6M |
| Black Diamond Financial, LLC | 0001759236 | Nov 6, 2024 | 145 | $589.1M |
| Radcliffe Capital Management, L.P. | 0001218275 | Nov 14, 2024 | 39 | $589.1M |
| FinTrust Capital Advisors, LLC | 0001622001 | Oct 11, 2024 | 1,375 | $589.5M |
| Enclave Advisors LLC | 0001836110 | Nov 12, 2024 | 119 | $590.0M |
| Magnolia Group, LLC | 0001618376 | Nov 4, 2024 | 9 | $590.9M |
| Primavera Capital Management Ltd | 0001686305 | Nov 13, 2024 | 3 | $591.3M |
| Two Seas Capital LP | 0001823138 | Nov 14, 2024 | 24 | $591.3M |
| Platinum Equity Advisors, LLC | 0001803274 | Jan 6, 2026 | 3 | $591.4M |
| Fractal Investments LLC | 0001843590 | Oct 30, 2024 | 83 | $591.6M |
| Semper Augustus Investments | 0001115373 | Nov 14, 2024 | 37 | $591.6M |
| Flagship Pioneering, LLC | 0001400240 | Nov 14, 2024 | 6 | $591.9M |
| Secure Asset Management, LLC | 0001800692 | Oct 16, 2024 | 300 | $591.9M |
| St. James Investment Company, LLC | 0001504492 | Nov 12, 2024 | 27 | $592.1M |
| Glen Eagle Advisors, LLC | 0002029317 | Nov 15, 2024 | 1,161 | $592.6M |
| 12th Street Asset Management Company, LLC | 0001633703 | Nov 12, 2024 | 30 | $593.0M |
| Nelson Capital Management, LLC | 0001512611 | Nov 4, 2024 | 109 | $593.6M |
| Allen Operations LLC | 0001389544 | Nov 7, 2024 | 32 | $593.6M |
| Pacific Capital Wealth Advisors, Inc. | 0001803523 | Oct 15, 2024 | 492 | $595.0M |
| Callan Family Office, LLC | 0001938970 | Oct 8, 2024 | 189 | $595.1M |
| Fagan Associates, Inc. | 0001607866 | Nov 12, 2024 | 129 | $595.2M |