| Sterling Investment Advisors, Ltd. | 0001701132 | May 7, 2025 | 174 | $416.5M |
| HRTG Gpe, LLC | 0001537455 | May 15, 2025 | 3 | $417.6M |
| Bernardo Wealth Planning LLC | 0001765595 | Apr 30, 2025 | 113 | $417.9M |
| Cornerstone Planning Group LLC | 0001822587 | Apr 30, 2025 | 1,553 | $418.0M |
| Reverence Capital Partners, L.P. | 0001907530 | May 14, 2025 | 1 | $418.1M |
| RR Advisors, LLC | 0001322613 | May 13, 2025 | 28 | $418.7M |
| Wealth Dimensions Group, Ltd. | 0001846462 | May 5, 2025 | 160 | $418.9M |
| Oak Grove Capital LLC | 0001661762 | May 13, 2025 | 61 | $419.3M |
| Tiff Advisory Services, LLC | 0001271347 | May 13, 2025 | 18 | $420.1M |
| Orrstown Financial Services Inc. | 0000826154 | Apr 14, 2025 | 129 | $420.1M |
| Welch Capital Partners LLC | 0001042063 | May 9, 2025 | 23 | $420.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0001794153 | May 2, 2025 | 156 | $420.3M |
| Miramar Capital, LLC | 0001767812 | May 13, 2025 | 55 | $420.3M |
| Diameter Capital Partners LP | 0001727012 | May 15, 2025 | 19 | $420.3M |
| Anson Funds Management LP | 0001491072 | May 28, 2025 | 103 | $420.4M |
| Inspire Trust Co, N.A. | 0001993352 | May 13, 2025 | 112 | $420.4M |
| Aljian Capital Management, LLC | 0001731260 | Apr 25, 2025 | 117 | $420.8M |
| Whalerock Point Partners, LLC | 0001389709 | May 15, 2025 | 183 | $421.2M |
| Jmac Enterprises LLC | 0001907294 | Apr 22, 2025 | 111 | $421.4M |
| Greenspring Advisors, LLC | 0001922200 | Apr 14, 2025 | 99 | $421.5M |
| Stordahl Capital Management, Inc. | 0001729093 | May 5, 2025 | 57 | $421.7M |
| Appian Way Asset Management LP | 0001795816 | May 15, 2025 | 26 | $422.2M |
| Cutter & CO Brokerage, Inc. | 0001406995 | May 1, 2025 | 183 | $422.7M |
| Capco Asset Management, LLC | 0001698068 | May 12, 2025 | 18 | $422.8M |
| Lodge Hill Capital, LLC | 0001598245 | May 14, 2025 | 22 | $422.8M |
| Financial Strategies Group, Inc. | 0001774343 | May 16, 2025 | 92 | $422.9M |
| Canal Insurance CO | 0001313473 | Apr 24, 2025 | 73 | $423.1M |
| one8zero8, LLC | 0002053138 | May 7, 2025 | 253 | $423.5M |
| III Capital Management | 0001783139 | May 15, 2025 | 40 | $423.6M |
| Regent Peak Wealth Advisors LLC | 0001803329 | Apr 14, 2025 | 177 | $423.6M |
| Mycio Wealth Partners, LLC | 0001371726 | May 7, 2025 | 50 | $424.0M |
| Keudell/Morrison Wealth Management | 0001785498 | Apr 23, 2025 | 218 | $424.0M |
| LaSalle St. Investment Advisors, LLC | 0001966193 | May 12, 2025 | 318 | $424.4M |
| First Commonwealth Financial Corp | 0000712537 | May 15, 2025 | 221 | $424.6M |
| Old Second National Bank of Aurora | 0000903783 | Apr 21, 2025 | 310 | $424.7M |
| Community Bank & Trust, Waco, Texas | 0001654847 | May 13, 2025 | 143 | $424.9M |
| Apollon Financial, LLC | 0002011195 | May 2, 2025 | 200 | $425.2M |
| Pettinga Financial Advisors LLC | 0001694592 | May 2, 2025 | 129 | $425.3M |
| Kentucky Farm Bureau Mutual Insurance Co | 0002131132 | May 15, 2026 | 68 | $425.6M |
| Drive Wealth Management, LLC | 0001952781 | May 7, 2025 | 324 | $425.7M |
| Overbrook Management Corp | 0001269786 | Apr 24, 2025 | 47 | $426.0M |
| High Falls Advisors, Inc | 0001569139 | May 13, 2025 | 125 | $426.0M |
| Single Point Partners, LLC | 0001801184 | Apr 14, 2025 | 87 | $426.0M |
| Northwest Quadrant Wealth Management, LLC | 0001697767 | May 12, 2025 | 65 | $426.1M |
| Morgan Stanley Institutional Investment Advisors LLC | 0002026079 | May 14, 2025 | 3 | $426.2M |
| Mason Capital Management LLC | 0001218735 | May 15, 2025 | 5 | $427.2M |
| Fourth Sail Capital LP | 0001803158 | May 9, 2025 | 28 | $427.3M |
| Towneley Capital Management, Inc / DE | 0002004980 | Apr 11, 2025 | 44 | $427.5M |
| Icon Advisers Inc. | 0001058470 | May 15, 2025 | 158 | $427.7M |
| Yong Rong (HK) Asset Management Ltd | 0001738071 | Apr 30, 2025 | 23 | $428.0M |
| Richard P Slaughter Associates Inc | 0001811783 | Apr 10, 2025 | 124 | $428.1M |
| High Ground Investment Management LLP | 0001828180 | May 8, 2025 | 9 | $428.2M |
| Lecap Asset Management Ltd. | 0001990849 | Apr 23, 2025 | 278 | $428.2M |
| Seven Grand Managers, LLC | 0001909126 | May 13, 2025 | 41 | $428.3M |
| Camelot Capital Partners, LLC | 0001753570 | May 15, 2025 | 1 | $428.7M |
| Holderness Investments Co. | 0001184820 | May 13, 2025 | 247 | $428.9M |
| Affiance Financial, LLC | 0001723681 | Apr 9, 2025 | 101 | $429.3M |
| Southland Equity Partners LLC | 0002006517 | Apr 16, 2025 | 229 | $429.5M |
| Reik & Co., LLC | 0001388028 | May 6, 2025 | 55 | $429.7M |
| Chemistry Wealth Management LLC | 0001910183 | Apr 11, 2025 | 185 | $429.9M |
| Nextech Invest Ltd. | 0001595430 | May 15, 2025 | 15 | $430.3M |
| Beacon Harbor Wealth Advisors, Inc. | 0001784093 | May 12, 2025 | 75 | $430.4M |
| TB Alternative Assets Ltd. | 0001483503 | Apr 14, 2025 | 44 | $430.4M |
| Cranbrook Wealth Management, LLC | 0001599084 | Apr 11, 2025 | 425 | $430.5M |
| Hunter Perkins Capital Management, LLC | 0001808919 | Apr 24, 2025 | 104 | $430.6M |
| Greenfield FTC, Inc. | 0001842727 | Apr 8, 2025 | 3 | $430.7M |
| Montag & Caldwell, LLC | 0000067698 | May 13, 2025 | 131 | $431.0M |
| Kirr Marbach & Co. LLC | 0000764112 | Apr 23, 2025 | 54 | $431.1M |
| Oak Hill Wealth Advisors, LLC | 0001964849 | Apr 23, 2025 | 138 | $431.1M |
| Sage Rhino Capital LLC | 0001771605 | May 1, 2025 | 265 | $431.2M |
| Benedict Financial Advisors Inc. | 0000711089 | May 7, 2025 | 127 | $431.4M |
| Ardsley Advisory Partners LP | 0000900529 | May 15, 2025 | 102 | $431.7M |
| Harfst & Associates, Inc. | 0001649147 | May 13, 2025 | 116 | $432.7M |
| Bluescape Energy Partners LLC | 0001629283 | May 15, 2025 | 6 | $432.7M |
| Sciencast Management LP | 0001653169 | May 16, 2025 | 229 | $433.5M |
| Sovereign Financial Group, Inc. | 0001846175 | Apr 11, 2025 | 285 | $434.2M |
| Eldridge Investment Advisors, Inc. | 0001727993 | May 13, 2025 | 157 | $434.7M |
| Keenan Capital, LLC | 0001647363 | May 15, 2025 | 10 | $434.9M |
| Covalis Capital LLP | 0001698819 | May 15, 2025 | 49 | $435.8M |
| Clayton, Dubilier & Rice, LLC | 0001538642 | May 9, 2025 | 2 | $435.8M |
| Noked Israel Ltd | 0001767750 | May 13, 2025 | 15 | $436.2M |
| Patten Group, Inc. | 0001633207 | May 14, 2025 | 249 | $436.4M |
| Topline Capital Management, LLC | 0001792549 | May 14, 2025 | 38 | $436.8M |
| WestHill Financial Advisors, Inc. | 0001759641 | Apr 21, 2025 | 73 | $437.1M |
| M. Kulyk & Associates, LLC | 0001842370 | May 6, 2025 | 101 | $437.2M |
| New Hampshire Trust | 0001961742 | Apr 8, 2025 | 174 | $437.2M |
| ALM First Financial Advisors, LLC | 0001950054 | Apr 29, 2025 | 23 | $437.5M |
| Delta Financial Group, Inc. | 0001965718 | May 9, 2025 | 258 | $437.5M |
| Medicxi Ventures Management (Jersey) Ltd | 0001715579 | Apr 11, 2025 | 5 | $437.7M |
| Dohj, LLC | 0001801881 | Apr 17, 2025 | 148 | $437.7M |
| Cim Investment Management Inc. | 0001179791 | Jun 2, 2025 | 240 | $437.8M |
| Woodson Capital Management, LP | 0001697848 | May 15, 2025 | 23 | $437.9M |
| Calton & Associates, Inc. | 0000822648 | May 15, 2025 | 340 | $438.4M |
| West Paces Advisors Inc. | 0002004720 | Apr 15, 2025 | 563 | $439.0M |
| Raffa Wealth Management, LLC | 0001631073 | Jul 27, 2026 | 1,079 | $439.4M |
| JFG Wealth Management, LLC | 0001766972 | May 12, 2025 | 80 | $440.0M |
| Ar Asset Management Inc. | 0001080166 | May 13, 2025 | 113 | $440.3M |
| Maia Wealth LLC | 0002010858 | May 12, 2025 | 291 | $440.9M |
| BCM Advisors, LLC | 0001373017 | May 6, 2025 | 69 | $440.9M |
| Perkins Coie Trust Co | 0001513038 | Apr 11, 2025 | 494 | $441.0M |