| LM Advisors LLC | 0002011314 | May 15, 2024 | 242 | $568.7M |
| New England Private Wealth Advisors LLC | 0001582813 | May 8, 2024 | 133 | $568.8M |
| Tarbox Family Office, Inc. | 0001599603 | Apr 16, 2024 | 104 | $568.9M |
| Fortress Investment Group LLC | 0001380393 | May 15, 2024 | 14 | $569.0M |
| Capital Planning Advisors, LLC | 0001631941 | May 15, 2024 | 142 | $569.4M |
| Manchester Global Management (UK) Ltd | 0001965104 | May 15, 2024 | 19 | $569.5M |
| Market Street Wealth Management Advisors LLC | 0001767601 | Apr 11, 2024 | 93 | $569.5M |
| Northstar Asset Management Inc. | 0000869304 | Jul 15, 2025 | 57 | $569.6M |
| Gateway Advisory, LLC | 0001512404 | May 15, 2024 | 132 | $570.1M |
| King Wealth Management Group | 0001568235 | May 9, 2024 | 147 | $570.2M |
| Titleist Asset Management, LLC | 0001977759 | May 15, 2024 | 253 | $570.7M |
| Relyea Zuckerberg Hanson LLC | 0001793691 | Oct 31, 2024 | 236 | $570.7M |
| Ophir Asset Management Pty Ltd | 0001844640 | May 15, 2024 | 32 | $570.8M |
| Investure, LLC | 0001476993 | May 15, 2024 | 15 | $571.0M |
| Sarissa Capital Management LP | 0001577524 | May 15, 2024 | 10 | $571.6M |
| Occudo Quantitative Strategies LP | 0001819697 | May 15, 2024 | 701 | $572.2M |
| Ironwood Investment Counsel, LLC | 0001330463 | May 10, 2024 | 257 | $573.3M |
| Claro Advisors Inc. | 0001764386 | Apr 18, 2024 | 418 | $574.6M |
| One Wealth Advisors, LLC | 0001725297 | Apr 15, 2024 | 248 | $574.7M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0000932724 | May 14, 2024 | 261 | $574.9M |
| Toews Corp. | 0000932000 | Apr 18, 2024 | 17 | $575.0M |
| AlphaQuest LLC | 0001883897 | May 9, 2024 | 1,635 | $575.1M |
| Johnson Bixby & Associates, LLC | 0001844238 | Apr 22, 2024 | 115 | $575.3M |
| Spear Holdings RSC Ltd | 0002023475 | May 30, 2024 | 12 | $575.4M |
| Te Ahumairangi Investment Management Ltd | 0001832237 | May 10, 2024 | 84 | $575.5M |
| Varenne Capital Partners | 0001902567 | May 14, 2024 | 16 | $576.4M |
| ERn Financial, LLC | 0001768302 | Apr 15, 2024 | 173 | $576.5M |
| Paradice Investment Management LLC | 0001620275 | May 7, 2024 | 42 | $576.5M |
| 12th Street Asset Management Company, LLC | 0001633703 | May 10, 2024 | 29 | $576.5M |
| Marquette Asset Management, LLC | 0001395067 | May 6, 2024 | 197 | $576.7M |
| Live Oak Private Wealth LLC | 0001799877 | Apr 23, 2024 | 168 | $577.7M |
| J.P. Marvel Investment Advisors, LLC | 0001426755 | May 8, 2024 | 73 | $578.2M |
| Parker Investment Management, LLC | 0001672070 | May 14, 2024 | 27 | $578.3M |
| Pinnbrook Capital Management LP | 0001856103 | May 14, 2024 | 78 | $578.3M |
| EFG Asset Management (North America) Corp. | 0001911412 | May 13, 2024 | 190 | $579.2M |
| Culbertson A N & Co. Inc. | 0001224890 | Apr 30, 2024 | 122 | $579.3M |
| Capital Investment Counsel, Inc | 0001418421 | May 1, 2024 | 218 | $579.6M |
| DLD Asset Management, LP | 0001578299 | May 14, 2024 | 45 | $579.9M |
| Howard Financial Services, LTD. | 0001768130 | Apr 16, 2024 | 159 | $580.2M |
| Montag & Caldwell, LLC | 0000067698 | May 1, 2024 | 83 | $580.4M |
| Hanson & Doremus Investment Management | 0001393944 | Apr 22, 2024 | 472 | $580.4M |
| Groupe Bruxelles Lambert | 0001179313 | May 10, 2024 | 1 | $581.0M |
| Waycross Partners, LLC | 0001844873 | May 2, 2024 | 69 | $581.4M |
| Sendero Wealth Management, LLC | 0001639375 | Apr 16, 2024 | 156 | $581.7M |
| Total Wealth Planning, LLC | 0001762997 | Apr 18, 2024 | 91 | $581.8M |
| Crestview Partners II GP, L.P. | 0001505639 | May 10, 2024 | 3 | $581.8M |
| Cadinha & Co. LLC | 0000923469 | May 2, 2024 | 94 | $581.9M |
| Freshford Capital Management, LLC | 0001459270 | May 15, 2024 | 15 | $582.0M |
| McMorgan & Co. LLC | 0001162695 | May 15, 2024 | 52 | $582.0M |
| Laurel Wealth Advisors LLC | 0001757128 | May 13, 2024 | 636 | $582.2M |
| Roble, Belko & Company, Inc | 0001642305 | Apr 11, 2024 | 357 | $582.7M |
| Somerville Kurt F | 0001215208 | May 14, 2024 | 99 | $584.6M |
| CPC Advisors, LLC | 0001805250 | May 2, 2024 | 182 | $584.8M |
| Tybourne Capital Management (hk) Ltd. | 0001553936 | May 15, 2024 | 38 | $584.9M |
| PBCay One RSC Ltd | 0002013737 | Jun 7, 2024 | 8 | $585.1M |
| Revolve Wealth Partners, LLC | 0001808992 | Apr 15, 2024 | 181 | $585.3M |
| Goldstein Advisors, LLC | 0001963807 | May 13, 2024 | 178 | $585.7M |
| Meteora Capital, LLC | 0001905106 | May 14, 2024 | 275 | $585.9M |
| Radnor Capital Management, LLC | 0001696867 | Apr 11, 2024 | 318 | $586.5M |
| Arch Capital Group LTD. | 0000947484 | May 9, 2024 | 4 | $587.2M |
| Almanack Investment Partners, LLC. | 0001680613 | May 2, 2024 | 176 | $587.4M |
| QVR LLC | 0001718858 | May 15, 2024 | 36 | $587.7M |
| Moody Aldrich Partners LLC | 0000936941 | Apr 30, 2024 | 215 | $587.9M |
| Chescapmanager LLC | 0001697162 | May 15, 2024 | 32 | $588.4M |
| Albar Capital Ltd | 0001732621 | May 15, 2024 | 30 | $588.5M |
| Synergy Asset Management, LLC | 0001699080 | Apr 18, 2024 | 128 | $588.8M |
| Common Fund for Nonprofit Organizations | 0002022949 | Aug 14, 2024 | 13 | $589.0M |
| Dynamo Internacional Gestao DE Recursos Ltda. | 0001546790 | May 30, 2025 | 6 | $589.1M |
| Brandywine Trust Co. | 0001123803 | May 15, 2024 | 31 | $589.6M |
| Jackson Thornton Wealth Management, LLC | 0001903880 | May 15, 2024 | 52 | $589.7M |
| BSW Wealth Partners | 0001512601 | Apr 23, 2024 | 302 | $590.3M |
| LVW Advisors, LLC | 0001576053 | Apr 18, 2024 | 285 | $590.5M |
| Dark Forest Capital Management LP | 0001853322 | May 15, 2024 | 673 | $590.6M |
| North Point Portfolio Managers Corp. | 0001105344 | Apr 23, 2024 | 57 | $591.0M |
| Tamar Securities, LLC | 0001703081 | May 13, 2024 | 68 | $591.2M |
| Jamison Private Wealth Management, Inc. | 0002006637 | Apr 26, 2024 | 520 | $591.5M |
| Artemis Wealth Advisors, LLC | 0001767435 | Apr 26, 2024 | 33 | $592.3M |
| Dudley & Shanley, Inc. | 0000883511 | Apr 19, 2024 | 36 | $592.6M |
| ThornTree Capital Partners LP | 0001688511 | May 15, 2024 | 20 | $592.8M |
| Disciplina Capital Management LLC | 0001993404 | May 14, 2024 | 57 | $592.8M |
| Towercrest Capital Management | 0001633288 | May 10, 2024 | 107 | $592.8M |
| Brio Consultants, LLC | 0001747799 | Apr 29, 2024 | 94 | $593.0M |
| Grove Bank & Trust | 0001662212 | Apr 30, 2024 | 572 | $593.7M |
| Advisors Preferred, LLC | 0001598841 | May 8, 2024 | 162 | $593.7M |
| Steward Partners Investment Solutions, LLC | 0000012532 | May 15, 2024 | 257 | $594.2M |
| Mason Street Advisors, LLC | 0001167711 | May 15, 2024 | 8 | $594.2M |
| Hunter Associates Investment Management LLC | 0001380137 | May 1, 2024 | 259 | $594.6M |
| Bluefin Capital Management, LLC | 0001144208 | May 20, 2024 | 98 | $594.7M |
| CFS Investment Advisory Services, LLC | 0001845688 | May 15, 2024 | 157 | $594.8M |
| M Holdings Securities, Inc. | 0001569638 | May 14, 2024 | 128 | $594.9M |
| Claret Asset Management Corp | 0001735513 | Apr 29, 2024 | 212 | $595.4M |
| Canal Capital Management, LLC | 0001666733 | Apr 23, 2024 | 143 | $595.5M |
| Archford Capital Strategies, LLC | 0001606609 | Apr 24, 2024 | 259 | $595.7M |
| Abacus Wealth Partners, LLC | 0001978011 | Apr 10, 2024 | 89 | $596.1M |
| Bornite Capital Management LP | 0001800641 | May 15, 2024 | 37 | $596.7M |
| LGL Partners, LLC | 0001653202 | Apr 30, 2024 | 103 | $597.0M |
| Diameter Capital Partners LP | 0001727012 | May 15, 2024 | 16 | $597.6M |
| Blue Edge Capital, LLC | 0001599620 | May 15, 2024 | 110 | $597.9M |
| Mayflower Financial Advisors, LLC | 0001852930 | Apr 29, 2024 | 355 | $598.2M |
| Gries Financial LLC | 0001049662 | May 15, 2024 | 274 | $598.4M |