| Total Wealth Planning, LLC | 0001762997 | Aug 2, 2024 | 89 | $609.5M |
| J.P. Marvel Investment Advisors, LLC | 0001426755 | Jul 26, 2024 | 73 | $609.7M |
| Smartleaf Asset Management LLC | 0002010393 | Oct 8, 2024 | 2,741 | $610.2M |
| Howard Financial Services, LTD. | 0001768130 | Jul 12, 2024 | 156 | $610.2M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0001512022 | Aug 9, 2024 | 96 | $610.2M |
| Carrhae Capital LLP | 0001555254 | Aug 9, 2024 | 19 | $611.2M |
| Divisadero Street Capital Management, LP | 0001901865 | Aug 12, 2024 | 59 | $611.9M |
| Two Seas Capital LP | 0001823138 | Aug 14, 2024 | 19 | $612.8M |
| 180 Wealth Advisors, LLC | 0001730817 | Jul 16, 2024 | 434 | $613.1M |
| Sphera Funds Management LTD. | 0001496201 | Aug 14, 2024 | 110 | $613.6M |
| Lee Financial Co | 0001391166 | Aug 14, 2024 | 147 | $613.6M |
| Cornercap Investment Counsel Inc. | 0001062938 | Aug 8, 2024 | 602 | $613.8M |
| Solel Partners LP | 0001790604 | Aug 14, 2024 | 22 | $613.9M |
| Exchange Capital Management, Inc. | 0001317733 | Jul 23, 2024 | 193 | $613.9M |
| Bison Wealth, LLC | 0001633172 | Jul 31, 2024 | 415 | $614.6M |
| First Turn Management, LLC | 0001993440 | Aug 8, 2024 | 36 | $614.7M |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 0002011081 | Jul 19, 2024 | 41 | $615.0M |
| Intrua Financial, LLC | 0001812792 | May 28, 2025 | 388 | $615.0M |
| Atlas Private Wealth Advisors | 0001814234 | Jul 12, 2024 | 154 | $615.3M |
| Informed Momentum Co LLC | 0001510989 | Aug 12, 2024 | 241 | $615.3M |
| Luxor Capital Group, LP | 0001316580 | Aug 14, 2024 | 31 | $615.7M |
| Adventist Health System/ West | 0001802516 | Aug 13, 2024 | 7 | $615.9M |
| Fiduciary Alliance LLC | 0001954805 | Jul 10, 2024 | 213 | $616.3M |
| Tamar Securities, LLC | 0001703081 | Oct 10, 2024 | 68 | $616.7M |
| USA Financial Formulas | 0001633716 | Jul 12, 2024 | 297 | $616.7M |
| Sycamore Partners Management, L.P. | 0001632833 | Aug 14, 2024 | 1 | $616.8M |
| V-Square Quantitative Management LLC | 0001943239 | Jul 16, 2024 | 583 | $617.0M |
| Archford Capital Strategies, LLC | 0001606609 | Jul 17, 2024 | 258 | $617.1M |
| Zevin Asset Management LLC | 0001394096 | Jul 29, 2024 | 79 | $617.6M |
| Nebula Research & Development LLC | 0001792635 | Aug 14, 2024 | 779 | $617.6M |
| Planning Alternatives Ltd. | 0000712011 | Jul 25, 2024 | 58 | $617.6M |
| Slow Capital, Inc. | 0001716984 | Jul 24, 2024 | 120 | $617.7M |
| Formidable Asset Management, LLC | 0001592613 | Aug 8, 2024 | 394 | $618.1M |
| Arkos Global Advisors | 0001769089 | Aug 15, 2024 | 130 | $618.2M |
| Fort Sheridan Advisors LLC | 0001606666 | Aug 13, 2024 | 235 | $618.8M |
| Sharkey, Howes & Javer | 0001642246 | Jul 17, 2024 | 117 | $618.8M |
| GFS Advisors, LLC | 0001427263 | Jul 26, 2024 | 201 | $620.5M |
| Financial Enhancement Group LLC | 0001641438 | Aug 2, 2024 | 114 | $620.8M |
| Per Stirling Capital Management, LLC. | 0001689933 | Aug 14, 2024 | 238 | $620.9M |
| Inscription Capital, LLC | 0001767868 | Jul 17, 2024 | 348 | $621.2M |
| Mosaic Family Wealth Partners, LLC | 0001965241 | Aug 6, 2024 | 192 | $621.9M |
| Grove Bank & Trust | 0001662212 | Jul 24, 2024 | 555 | $623.0M |
| Cynosure Group, LLC | 0001763409 | Aug 13, 2024 | 334 | $623.1M |
| Skba Capital Management LLC | 0000932024 | Aug 12, 2024 | 74 | $623.3M |
| Covington Investment Advisors Inc. | 0001569036 | Nov 13, 2024 | 71 | $623.3M |
| Evermay Wealth Management LLC | 0001066816 | Aug 1, 2024 | 609 | $623.6M |
| Arvest Investments, Inc. | 0001025038 | Aug 8, 2024 | 158 | $623.9M |
| Foundation Resource Management Inc. | 0001179232 | Jul 10, 2024 | 52 | $625.9M |
| Twin Focus Capital Partners, LLC | 0001387761 | Aug 14, 2024 | 134 | $626.1M |
| Artemis Wealth Advisors, LLC | 0001767435 | Aug 5, 2024 | 33 | $626.9M |
| Cullen Investment Group, LTD. | 0000797203 | Jul 1, 2024 | 177 | $627.1M |
| SYM FINANCIAL Corp | 0000764739 | Aug 8, 2024 | 262 | $627.3M |
| Titan Global Capital Management USA LLC | 0001845930 | Aug 12, 2024 | 63 | $627.6M |
| Parker Investment Management, LLC | 0001672070 | Jul 29, 2024 | 28 | $628.4M |
| NWF Advisory Services Inc. | 0002045735 | Oct 6, 2025 | 316 | $628.5M |
| Redpoint Management, LLC | 0001689508 | Aug 13, 2024 | 6 | $629.6M |
| Pearl River Capital, LLC | 0001714260 | Aug 13, 2024 | 400 | $629.7M |
| Crestview Partners II GP, L.P. | 0001505639 | Aug 13, 2024 | 3 | $630.2M |
| McMorgan & Co. LLC | 0001162695 | Aug 14, 2024 | 56 | $630.3M |
| Auxier Asset Management LLC | 0001105863 | Aug 13, 2024 | 169 | $631.6M |
| Chescapmanager LLC | 0001697162 | Aug 14, 2024 | 28 | $633.2M |
| Oak Harvest Investment Services | 0001839430 | Oct 24, 2024 | 117 | $633.3M |
| Financial Partners Group, Inc | 0001731169 | Jul 19, 2024 | 171 | $633.6M |
| Parkside Investments, LLC | 0001706248 | Jul 11, 2024 | 90 | $633.8M |
| Affinity Asset Advisors, LLC | 0001773195 | Aug 14, 2024 | 86 | $634.9M |
| CoreView Capital Management Ltd | 0001842785 | Aug 15, 2024 | 9 | $636.9M |
| Tobam | 0001527488 | Aug 1, 2024 | 326 | $637.8M |
| Robotti Robert | 0001105838 | Aug 14, 2024 | 60 | $638.4M |
| Parkside Financial Bank & Trust | 0001455267 | Aug 5, 2024 | 2,041 | $638.4M |
| Synergy Asset Management, LLC | 0001699080 | Aug 5, 2024 | 140 | $638.6M |
| Massachusetts Institute of Technology | 0000351051 | Aug 13, 2024 | 5 | $638.9M |
| JAT Capital Mgmt LP | 0001834438 | Aug 14, 2024 | 43 | $639.0M |
| Claro Advisors Inc. | 0001764386 | Jul 31, 2024 | 426 | $639.2M |
| TrinityPoint Wealth, LLC | 0001766510 | Jul 30, 2024 | 309 | $639.6M |
| Prescott Group Capital Management, L.L.C. | 0001166152 | Aug 8, 2024 | 219 | $639.9M |
| Carlson Capital, L.P. | 0001056973 | Aug 14, 2024 | 92 | $640.4M |
| LS Investment Advisors, LLC | 0001455845 | Jul 26, 2024 | 136 | $640.8M |
| Ibex Wealth Advisors | 0001686242 | Aug 6, 2024 | 314 | $640.9M |
| Marietta Wealth Management, LLC | 0001697847 | Jul 19, 2024 | 106 | $641.5M |
| Maven Securities LTD | 0001633046 | Aug 29, 2024 | 272 | $641.8M |
| WoodTrust Financial Corp | 0001725247 | Aug 13, 2024 | 165 | $643.2M |
| MPM Bioimpact LLC | 0001687078 | Aug 14, 2024 | 44 | $643.5M |
| Governors Lane LP | 0001644187 | Aug 14, 2024 | 37 | $643.7M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0001755911 | Aug 13, 2024 | 99 | $644.0M |
| Atlas Wealth LLC | 0001964106 | Jul 31, 2024 | 242 | $644.1M |
| Sahana Capital Management LP | 0001808275 | Aug 14, 2024 | 10 | $644.6M |
| Alaska Wealth Advisors, LLC | 0001731601 | Jul 22, 2024 | 112 | $644.6M |
| Running Oak Capital LLC | 0001803994 | Jul 22, 2024 | 57 | $644.8M |
| Consolidated Investment Group LLC | 0001556168 | Jul 22, 2024 | 64 | $644.9M |
| Ninety One SA (Pty) Ltd | 0001491998 | Jul 22, 2024 | 71 | $645.1M |
| JBF Capital, Inc. | 0001483864 | Aug 8, 2024 | 81 | $646.3M |
| Linden Thomas Advisory Services, LLC | 0001965702 | Jul 10, 2024 | 446 | $647.2M |
| Penn Davis McFarland Inc. | 0001108893 | Jul 19, 2024 | 45 | $647.2M |
| Thompson Investment Management, Inc. | 0001277279 | Jul 8, 2024 | 506 | $647.6M |
| Kingdon Capital Management, L.L.C. | 0001000097 | Aug 14, 2024 | 64 | $647.7M |
| Camden National Bank | 0001697855 | Aug 13, 2024 | 133 | $647.9M |
| Alpine Woods Capital Investors, LLC | 0001226886 | Aug 6, 2024 | 172 | $648.3M |
| Ardmore Road Asset Management LP | 0001835730 | Aug 14, 2024 | 42 | $649.1M |
| Chai Trust Co. LLC | 0001250731 | Aug 14, 2024 | 10 | $649.2M |
| Estabrook Capital Management | 0001344717 | Aug 13, 2024 | 350 | $649.7M |