| Symetra Investment Management Co | 0001811513 | Feb 12, 2025 | 5 | $403.8M |
| Great Mountain Partners LLC | 0001815467 | Feb 14, 2025 | 2 | $403.9M |
| Essex Bank | 0001752212 | Jan 14, 2025 | 297 | $404.0M |
| Cherry Tree Wealth Management, LLC | 0001985414 | Feb 4, 2025 | 644 | $404.1M |
| Legacy Capital Wealth Partners, LLC | 0001766228 | Jan 30, 2025 | 337 | $404.1M |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 0002011874 | Feb 11, 2025 | 35 | $404.1M |
| Polunin Capital Partners Ltd | 0001629869 | Jan 28, 2025 | 25 | $404.4M |
| Sunburst Financial Group, LLC | 0001800158 | Jan 30, 2025 | 109 | $404.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0001794153 | Feb 7, 2025 | 157 | $404.6M |
| Catalyst Funds Management Pty Ltd | 0001896150 | Feb 10, 2025 | 296 | $404.7M |
| HFR Wealth Management, LLC | 0001877822 | Feb 6, 2025 | 52 | $404.9M |
| RS Crum Inc. | 0001401459 | Feb 10, 2025 | 91 | $405.1M |
| Amansa Capital Pte. LTD. | 0001660773 | Feb 12, 2025 | 2 | $405.2M |
| Systelligence, LLC | 0001882691 | Jan 31, 2025 | 43 | $405.2M |
| Presima Securities ULC | 0001399360 | Jan 21, 2025 | 51 | $406.4M |
| Poehling Capital Management, INC. | 0001730815 | Feb 18, 2025 | 135 | $406.5M |
| Quadrant Private Wealth Management, LLC | 0001727454 | Jan 30, 2025 | 242 | $406.5M |
| Blankinship & Foster, LLC | 0001708872 | Feb 7, 2025 | 72 | $406.6M |
| RAM Investment Partners, LLC | 0001989672 | Jan 28, 2025 | 89 | $406.9M |
| Ask Capital Management, LLC | 0002056598 | Feb 14, 2025 | 3 | $407.1M |
| Cornerstone Planning Group LLC | 0001822587 | Jan 29, 2025 | 1,405 | $407.1M |
| Rezny Wealth Management, Inc. | 0001535859 | Jan 16, 2025 | 32 | $407.2M |
| Gifford Fong Associates | 0001740316 | Feb 12, 2025 | 126 | $407.5M |
| Eagle Health Investments LP | 0001842545 | Feb 12, 2025 | 18 | $407.9M |
| Drive Wealth Management, LLC | 0001952781 | Jan 22, 2025 | 342 | $408.0M |
| Raab & Moskowitz Asset Management LLC | 0001616664 | Jan 29, 2025 | 172 | $408.1M |
| Bienville Capital Management, LLC | 0001605070 | Feb 14, 2025 | 78 | $408.1M |
| Shay Capital LLC | 0001723643 | Feb 14, 2025 | 244 | $408.2M |
| Wealth Dimensions Group, Ltd. | 0001846462 | Feb 13, 2025 | 153 | $408.3M |
| Harvest Investment Services, LLC | 0001591097 | Feb 14, 2025 | 290 | $408.4M |
| FSM Wealth Advisors, LLC | 0001942548 | Jan 24, 2025 | 192 | $408.5M |
| Cliffwater LLC | 0001659851 | Feb 14, 2025 | 19 | $408.7M |
| Anchor @ 65 Pte. Ltd. | 0001993962 | Feb 14, 2025 | 2 | $408.7M |
| M & L Capital Management Ltd | 0001927627 | Feb 10, 2025 | 18 | $409.2M |
| Ogborne Capital Management, LLC | 0001619083 | Feb 14, 2025 | 13 | $409.6M |
| West Paces Advisors Inc. | 0002004720 | Feb 14, 2025 | 558 | $409.7M |
| Cutter & CO Brokerage, Inc. | 0001406995 | Feb 4, 2025 | 209 | $409.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0001752758 | Feb 4, 2025 | 100 | $410.0M |
| SR One Capital Management, LP | 0001910264 | Feb 13, 2025 | 11 | $410.1M |
| Untitled Investments LP | 0001808696 | Feb 14, 2025 | 17 | $410.2M |
| Waterfront Wealth Inc. | 0001775210 | Feb 3, 2025 | 255 | $410.4M |
| SignalPoint Asset Management, LLC | 0001566414 | Jan 14, 2025 | 253 | $410.7M |
| Am Investment Strategies LLC | 0001818897 | Jan 21, 2025 | 100 | $410.9M |
| Praetorian Wealth Management, Inc. | 0001818940 | Jan 10, 2025 | 61 | $411.6M |
| UNICOM Systems, Inc. | 0001996154 | Jan 29, 2025 | 21 | $411.7M |
| Elgethun Capital Management | 0001638022 | Feb 13, 2025 | 154 | $412.0M |
| Benedict Financial Advisors Inc. | 0000711089 | Jan 28, 2025 | 123 | $412.0M |
| WESCAP Management Group, Inc. | 0001667140 | Feb 12, 2025 | 95 | $412.0M |
| Rothschild Capital Partners, LLC | 0001569833 | Feb 14, 2025 | 93 | $412.2M |
| Rit Capital Partners PLC | 0000939334 | Feb 12, 2025 | 12 | $412.3M |
| Sterling Investment Advisors, Ltd. | 0001701132 | Feb 4, 2025 | 161 | $412.5M |
| Hamilton Wealth, LLC | 0001760263 | Nov 14, 2025 | 97 | $412.7M |
| Atlas Legacy Advisors, LLC | 0002054111 | Jan 31, 2025 | 173 | $412.8M |
| Marshall Financial Group, LLC | 0001841496 | Jan 21, 2025 | 218 | $412.9M |
| Boston Research & Management Inc. | 0001259261 | Sep 11, 2026 | 116 | $413.9M |
| Bender Robert & Associates | 0000894300 | Feb 7, 2025 | 46 | $414.3M |
| Brady Martz Wealth Solutions, LLC | 0002049470 | Jan 16, 2025 | 140 | $414.5M |
| Spinnaker Investment Group, LLC | 0001911067 | Jan 17, 2025 | 93 | $414.6M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 0001349353 | Feb 14, 2025 | 15 | $414.7M |
| Webs Creek Capital Management LP | 0001825309 | Feb 14, 2025 | 14 | $414.8M |
| New World Advisors LLC | 0001767724 | Feb 4, 2025 | 74 | $414.9M |
| Jackson Square Capital, LLC | 0001812178 | Jan 15, 2025 | 141 | $415.0M |
| Compass Wealth Management LLC | 0001965653 | Jan 21, 2025 | 395 | $415.2M |
| Asset Allocation Strategies LLC | 0001922879 | May 15, 2025 | 125 | $415.5M |
| Ipswich Investment Management Co., Inc. | 0001463753 | Feb 3, 2025 | 186 | $415.6M |
| Lisanti Capital Growth, LLC | 0001424467 | Feb 7, 2025 | 111 | $415.7M |
| Albar Capital Partners LLP | 0002034565 | Feb 14, 2025 | 23 | $416.0M |
| Reik & Co., LLC | 0001388028 | Jan 29, 2025 | 56 | $416.1M |
| RJA Asset Management LLC | 0001671817 | Feb 3, 2025 | 4 | $416.4M |
| ATLAS Infrastructure Partners (UK) Ltd. | 0001924953 | Feb 14, 2025 | 6 | $416.5M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0001639754 | Feb 10, 2025 | 60 | $416.6M |
| Peddock Capital Advisors, LLC | 0001597843 | Jan 13, 2025 | 156 | $417.1M |
| Arista Wealth Management, LLC | 0001964758 | Feb 13, 2025 | 67 | $417.1M |
| Mycio Wealth Partners, LLC | 0001371726 | Jan 30, 2025 | 49 | $417.3M |
| Long Run Wealth Advisors, LLC | 0001903296 | Jan 27, 2025 | 98 | $417.3M |
| ParaFi Capital LP | 0001919332 | Feb 14, 2025 | 9 | $417.3M |
| Bernardo Wealth Planning LLC | 0001765595 | Jan 16, 2025 | 109 | $418.0M |
| Financial Strategies Group, Inc. | 0001774343 | Jan 24, 2025 | 96 | $418.0M |
| Affiance Financial, LLC | 0001723681 | Jan 21, 2025 | 102 | $418.1M |
| Gallatin Point Capital LLC | 0001708030 | Feb 13, 2025 | 2 | $418.1M |
| 5AM Venture Management, LLC | 0001799883 | Feb 14, 2025 | 31 | $419.1M |
| Dorsey Wright & Associates | 0001376772 | Feb 12, 2025 | 129 | $419.1M |
| Miramar Capital, LLC | 0001767812 | Feb 7, 2025 | 58 | $419.3M |
| Oak Hill Wealth Advisors, LLC | 0001964849 | Feb 7, 2025 | 133 | $419.6M |
| Castle Rock Wealth Management, LLC | 0001727605 | Mar 5, 2025 | 233 | $419.9M |
| Liberty Mutual Group Asset Management Inc. | 0001533497 | Feb 14, 2025 | 15 | $420.1M |
| Bluescape Energy Partners LLC | 0001629283 | Feb 14, 2025 | 5 | $420.7M |
| Towneley Capital Management, Inc / DE | 0002004980 | Jan 29, 2025 | 45 | $421.0M |
| Brant Point Investment Management LLC | 0001279030 | Feb 13, 2025 | 90 | $421.0M |
| Clare Market Investments LLC | 0002054098 | Feb 7, 2025 | 146 | $421.4M |
| Burke & Herbert Bank & Trust Co. | 0001101250 | Jan 31, 2025 | 226 | $421.7M |
| TBH Global Asset Management, LLC | 0001787125 | Feb 3, 2025 | 224 | $422.1M |
| Advisors Management Group Inc. | 0000842766 | Jan 14, 2025 | 153 | $422.7M |
| Stordahl Capital Management, Inc. | 0001729093 | Jan 23, 2025 | 61 | $422.8M |
| ALM First Financial Advisors, LLC | 0001950054 | Jan 15, 2025 | 27 | $423.1M |
| Talos Eurisko Asset Management LP | 0002041062 | Feb 11, 2025 | 21 | $423.3M |
| Advantage Alpha Capital Partners LP | 0001762344 | Feb 11, 2025 | 153 | $423.5M |
| Werba Rubin Papier Wealth Management | 0001971029 | Feb 3, 2025 | 195 | $423.9M |
| First Commonwealth Financial Corp | 0000712537 | Feb 13, 2025 | 219 | $424.0M |
| Glynn Capital Management LLC | 0000911270 | Feb 11, 2025 | 50 | $424.1M |