| Versor Investments LP | 0001650301 | Nov 4, 2024 | 743 | $631.8M |
| TFC Financial Management, Inc. | 0001827844 | Oct 25, 2024 | 1,004 | $632.2M |
| Kavar Capital Partners Group, LLC | 0001841766 | Oct 24, 2024 | 180 | $632.2M |
| Joho Capital LLC | 0001106500 | Nov 14, 2024 | 12 | $633.1M |
| Twin Focus Capital Partners, LLC | 0001387761 | Nov 14, 2024 | 150 | $634.0M |
| Rbo & Co. LLC | 0001162827 | Nov 13, 2024 | 53 | $634.1M |
| Soundwatch Capital LLC | 0001803253 | Nov 8, 2024 | 34 | $634.2M |
| Sendero Wealth Management, LLC | 0001639375 | Oct 9, 2024 | 156 | $634.3M |
| Premier Path Wealth Partners, LLC | 0001999925 | Oct 15, 2024 | 364 | $634.3M |
| Roble, Belko & Company, Inc | 0001642305 | Oct 15, 2024 | 401 | $634.5M |
| 180 Wealth Advisors, LLC | 0001730817 | Nov 1, 2024 | 445 | $635.3M |
| Artemis Wealth Advisors, LLC | 0001767435 | Oct 31, 2024 | 32 | $635.7M |
| Southern Farm Bureau Life Insurance | 0001831944 | Oct 18, 2024 | 15 | $636.4M |
| Almanack Investment Partners, LLC. | 0001680613 | Oct 31, 2024 | 180 | $636.5M |
| Pale Fire Capital SE | 0001922318 | Nov 12, 2024 | 54 | $637.7M |
| Sompo Asset Management Co., Ltd. | 0001533504 | Nov 12, 2024 | 192 | $638.0M |
| Governors Lane LP | 0001644187 | Nov 14, 2024 | 36 | $638.1M |
| Quantum Financial Advisors, LLC | 0001929139 | Oct 4, 2024 | 189 | $638.9M |
| Quadcap Wealth Management, LLC | 0002009674 | Nov 12, 2024 | 374 | $639.2M |
| Dudley & Shanley, Inc. | 0000883511 | Dec 23, 2024 | 36 | $639.7M |
| Northside Capital Management, LLC | 0001631052 | Oct 18, 2024 | 122 | $640.0M |
| Consolidated Press International Holdings Ltd. | 0001260786 | Nov 14, 2024 | 14 | $640.1M |
| Titan Global Capital Management USA LLC | 0001845930 | Nov 13, 2024 | 62 | $640.2M |
| Ascentis Independent Advisors | 0001845003 | Oct 25, 2024 | 918 | $640.5M |
| Total Wealth Planning, LLC | 0001762997 | Oct 10, 2024 | 90 | $640.8M |
| Fund 1 Investments, LLC | 0001959730 | Nov 14, 2024 | 58 | $641.1M |
| King Wealth Management Group | 0001568235 | Nov 6, 2024 | 151 | $641.7M |
| Blue Edge Capital, LLC | 0001599620 | Nov 14, 2024 | 111 | $641.9M |
| New England Asset Management Inc. | 0001004244 | Nov 7, 2024 | 120 | $642.3M |
| Cardinal Capital Management | 0001434845 | Oct 16, 2024 | 130 | $642.8M |
| Meridian Wealth Partners, LLC | 0001781942 | Nov 8, 2024 | 108 | $643.0M |
| USA Financial Formulas | 0001633716 | Oct 8, 2024 | 256 | $643.1M |
| Stockman Wealth Management, Inc. | 0001389400 | Nov 4, 2024 | 182 | $643.4M |
| BlueSky Wealth Advisors, LLC | 0001704107 | Oct 11, 2024 | 75 | $643.8M |
| Affinity Asset Advisors, LLC | 0001773195 | Nov 13, 2024 | 77 | $644.5M |
| Hunter Associates Investment Management LLC | 0001380137 | Oct 24, 2024 | 257 | $645.7M |
| Zevin Asset Management LLC | 0001394096 | Nov 7, 2024 | 82 | $646.6M |
| Foundation Resource Management Inc. | 0001179232 | Oct 10, 2024 | 52 | $646.9M |
| Colonial Trust Co / SC | 0001954093 | Nov 12, 2024 | 1,104 | $648.4M |
| Nishkama Capital, LLC | 0001633799 | Nov 14, 2024 | 75 | $648.5M |
| McMorgan & Co. LLC | 0001162695 | Nov 13, 2024 | 58 | $649.3M |
| Ophir Asset Management Pty Ltd | 0001844640 | Nov 14, 2024 | 31 | $649.9M |
| Adventist Health System/ West | 0001802516 | Nov 13, 2024 | 7 | $650.2M |
| Biglari Capital Corp. | 0001334429 | Nov 14, 2024 | 13 | $651.4M |
| Newtyn Management, LLC | 0001569241 | Nov 14, 2024 | 40 | $651.5M |
| One Wealth Advisors, LLC | 0001725297 | Oct 16, 2024 | 266 | $651.8M |
| Slow Capital, Inc. | 0001716984 | Oct 18, 2024 | 122 | $652.8M |
| Pilgrim Global Advisors LLC | 0001963918 | Nov 14, 2024 | 5 | $652.9M |
| Atlas Capital Advisors Inc. | 0001434165 | Nov 5, 2024 | 902 | $654.1M |
| George Kaiser Family Foundation | 0001265376 | Nov 7, 2024 | 17 | $654.3M |
| Revolve Wealth Partners, LLC | 0001808992 | Oct 18, 2024 | 191 | $654.5M |
| Monarch Alternative Capital LP | 0001281084 | Nov 14, 2024 | 7 | $654.5M |
| Johnson Bixby & Associates, LLC | 0001844238 | Oct 10, 2024 | 113 | $656.2M |
| Advisors Preferred, LLC | 0001598841 | Oct 15, 2024 | 184 | $656.4M |
| Redwood Capital Management, LLC | 0001316622 | Nov 14, 2024 | 15 | $656.6M |
| Jamison Private Wealth Management, Inc. | 0002006637 | Oct 15, 2024 | 500 | $656.9M |
| Robotti Robert | 0001105838 | Nov 14, 2024 | 61 | $657.0M |
| Planning Alternatives Ltd. | 0000712011 | Nov 12, 2024 | 58 | $657.0M |
| Relyea Zuckerberg Hanson LLC | 0001793691 | Oct 17, 2024 | 246 | $657.2M |
| ERn Financial, LLC | 0001768302 | Oct 15, 2024 | 187 | $657.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0001599852 | Nov 14, 2024 | 152 | $657.4M |
| Synergy Asset Management, LLC | 0001699080 | Oct 15, 2024 | 140 | $657.4M |
| Strid Group, LLC | 0001625800 | Oct 16, 2024 | 59 | $657.6M |
| GCM Grosvenor Holdings, LLC | 0001939480 | Nov 14, 2024 | 23 | $657.9M |
| Goldstein Advisors, LLC | 0001963807 | Oct 24, 2024 | 205 | $657.9M |
| South Street Advisors LLC | 0001399706 | Nov 6, 2024 | 73 | $658.5M |
| Fort Sheridan Advisors LLC | 0001606666 | Nov 14, 2024 | 249 | $659.0M |
| North of South Capital LLP | 0002033334 | Nov 12, 2024 | 17 | $659.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0001748861 | Oct 24, 2024 | 431 | $659.7M |
| Bank Hapoalim BM | 0000902528 | Oct 28, 2024 | 129 | $660.1M |
| Liberty Mutual Group Asset Management Inc. | 0001533497 | Feb 14, 2025 | 49 | $660.1M |
| Shannon River Fund Management LLC | 0001301050 | Nov 13, 2024 | 18 | $661.7M |
| Seven Post Investment Office LP | 0001554308 | Oct 31, 2024 | 55 | $661.7M |
| Arvest Investments, Inc. | 0001025038 | Nov 4, 2024 | 160 | $662.1M |
| Capital Planning Advisors, LLC | 0001631941 | Nov 12, 2024 | 139 | $662.3M |
| K.J. Harrison & Partners Inc | 0001418359 | Oct 25, 2024 | 206 | $662.4M |
| Parkside Investments, LLC | 0001706248 | Oct 16, 2024 | 93 | $662.6M |
| Onyx Bridge Wealth Group LLC | 0001819476 | Oct 17, 2024 | 285 | $663.3M |
| Mayflower Financial Advisors, LLC | 0001852930 | Nov 4, 2024 | 370 | $663.4M |
| Graham Holdings Co Master Retirement Trust | 0001912699 | Nov 14, 2024 | 2 | $664.0M |
| Archford Capital Strategies, LLC | 0001606609 | Oct 15, 2024 | 254 | $664.1M |
| Covington Investment Advisors Inc. | 0001569036 | Nov 13, 2024 | 71 | $665.2M |
| BSW Wealth Partners | 0001512601 | Oct 29, 2024 | 303 | $666.4M |
| Alaska Wealth Advisors, LLC | 0001731601 | Nov 4, 2024 | 113 | $666.4M |
| MPM Bioimpact LLC | 0001687078 | Nov 13, 2024 | 43 | $666.6M |
| Abacus Wealth Partners, LLC | 0001978011 | Oct 3, 2024 | 93 | $667.0M |
| Sasco Capital Inc. / CT/ | 0000788714 | Nov 8, 2024 | 51 | $667.8M |
| Passaic Partners LLC | 0001905809 | Nov 1, 2024 | 12 | $668.2M |
| Oak Hill Advisors LP | 0001164688 | Nov 14, 2024 | 14 | $668.4M |
| Informed Momentum Co LLC | 0001510989 | Nov 13, 2024 | 239 | $668.9M |
| OLP CAPITAL MANAGEMENT Ltd | 0001738126 | Nov 14, 2024 | 6 | $669.3M |
| JBF Capital, Inc. | 0001483864 | Nov 14, 2024 | 81 | $669.9M |
| Covalis Capital LLP | 0001698819 | Nov 14, 2024 | 48 | $670.3M |
| Estabrook Capital Management | 0001344717 | Nov 13, 2024 | 359 | $670.7M |
| Cullen Investment Group, LTD. | 0000797203 | Oct 4, 2024 | 182 | $670.7M |
| Brandywine Trust Co. | 0001123803 | Nov 14, 2024 | 33 | $671.0M |
| NSI Retail Advisors, LLC | 0001866574 | Nov 14, 2024 | 22 | $671.9M |
| CPC Advisors, LLC | 0001805250 | Oct 31, 2024 | 197 | $672.4M |
| Cooper Investors PTY Ltd. | 0001561728 | Apr 11, 2025 | 42 | $672.8M |
| Inscription Capital, LLC | 0001767868 | Oct 24, 2024 | 368 | $673.1M |