| Trust Co. of Toledo NA | 0001008937 | Jul 8, 2024 | 232 | $691.4M |
| Center for Financial Planning, Inc. | 0001803557 | Jul 18, 2024 | 585 | $691.7M |
| Moloney Securities Asset Management, LLC | 0001697934 | Jul 30, 2024 | 477 | $691.8M |
| Qtron Investments LLC | 0001768099 | Aug 12, 2024 | 450 | $691.8M |
| ShawSpring Partners LLC | 0001766908 | Aug 14, 2024 | 10 | $693.3M |
| Continuum Advisory, LLC | 0001846532 | Jul 19, 2024 | 1,706 | $693.8M |
| Hendershot Investments Inc. | 0001541496 | Aug 5, 2024 | 131 | $695.9M |
| Anson Funds Management LP | 0001491072 | Aug 13, 2024 | 135 | $696.1M |
| Heritage Financial Services, LLC | 0001752035 | Jul 23, 2024 | 105 | $697.1M |
| River Wealth Advisors LLC | 0001642570 | Aug 13, 2024 | 193 | $697.2M |
| McGuire Investment Group, LLC | 0001756959 | Jul 24, 2024 | 113 | $697.5M |
| Perennial Investment Advisors, LLC | 0001801523 | Aug 9, 2024 | 355 | $698.4M |
| NTV Asset Management LLC | 0001284208 | Jul 31, 2024 | 258 | $698.7M |
| Mechanics Bank Trust Department | 0001439743 | Jul 12, 2024 | 197 | $699.0M |
| HCR Wealth Advisors | 0001697715 | Aug 7, 2024 | 220 | $699.7M |
| Pinnacle Wealth Planning Services, Inc. | 0001726752 | Aug 9, 2024 | 508 | $699.9M |
| Compass Ion Advisors, LLC | 0001621100 | Jul 12, 2024 | 228 | $700.0M |
| JGP Wealth Management, LLC | 0001748278 | Jul 12, 2024 | 168 | $701.1M |
| Permian Investment Partners, LP | 0001472850 | Aug 14, 2024 | 7 | $701.3M |
| Ullmann Wealth Partners Group, LLC | 0001697725 | Aug 8, 2024 | 109 | $701.3M |
| Opus Capital Group, LLC | 0001330325 | Jul 31, 2024 | 120 | $701.4M |
| Fidelis Capital Partners, LLC | 0001962755 | Aug 13, 2024 | 378 | $702.2M |
| CloudAlpha Capital Management Limited/Hong Kong | 0001745907 | Aug 12, 2024 | 21 | $702.7M |
| Insight Wealth Strategies, LLC | 0001749914 | Jul 8, 2024 | 157 | $702.8M |
| Aviance Capital Partners, LLC | 0001542383 | Aug 9, 2024 | 318 | $702.8M |
| American Financial Advisors, LLC | 0001767898 | Jul 24, 2024 | 145 | $703.0M |
| Dean Investment Associates, LLC | 0000846797 | Aug 13, 2024 | 214 | $703.5M |
| Patton Albertson Miller Group, LLC | 0001511037 | Aug 2, 2024 | 206 | $703.7M |
| Skylands Capital, LLC | 0001299910 | Jul 26, 2024 | 156 | $705.4M |
| Rockbridge Investment Management, LCC | 0001821984 | Aug 14, 2024 | 117 | $705.4M |
| Spirepoint Private Client, LLC | 0002022908 | Aug 8, 2024 | 207 | $705.5M |
| Global X Japan Co., Ltd. | 0002027450 | Aug 7, 2024 | 276 | $705.6M |
| Intelligence Driven Advisers, LLC | 0001819955 | Aug 5, 2024 | 105 | $705.9M |
| Dumont & Blake Investment Advisors LLC | 0001287618 | Jul 24, 2024 | 198 | $706.4M |
| Joho Capital LLC | 0001106500 | Aug 14, 2024 | 12 | $706.9M |
| Bank Hapoalim BM | 0000902528 | Jul 23, 2024 | 136 | $707.2M |
| Sasco Capital Inc. / CT/ | 0000788714 | Aug 12, 2024 | 52 | $708.5M |
| China Universal Asset Management Co., Ltd. | 0001906594 | Jul 19, 2024 | 413 | $708.9M |
| Laird Norton Wetherby Trust Company, LLC | 0000723204 | Aug 14, 2024 | 72 | $709.0M |
| Yiheng Capital Management, L.P. | 0001447228 | Aug 14, 2024 | 20 | $709.1M |
| Pinpoint Asset Management Ltd | 0001803237 | Aug 14, 2024 | 105 | $709.7M |
| First Trust Investment Solutions L.P. | 0001996718 | Aug 14, 2024 | 253 | $709.8M |
| Allen Capital Group, LLC | 0001601384 | Aug 12, 2024 | 212 | $710.0M |
| Cornerstone Advisory, LLC | 0001668189 | Aug 14, 2024 | 212 | $711.0M |
| Delta Air Lines, Inc. | 0000027904 | Aug 9, 2024 | 5 | $711.1M |
| Absher Wealth Management, LLC | 0001802534 | Aug 2, 2024 | 63 | $712.2M |
| Bell Asset Management Ltd | 0001681004 | Aug 13, 2024 | 63 | $712.9M |
| Atmos Capital Gestao DE Recursos Ltda. | 0001832439 | Aug 14, 2024 | 14 | $713.5M |
| Dock Street Asset Management Inc. | 0001172779 | Jul 16, 2024 | 48 | $715.0M |
| Provenance Wealth Advisors, LLC | 0002081584 | Aug 15, 2025 | 515 | $715.3M |
| Crosslink Capital Inc. | 0001104329 | Aug 14, 2024 | 19 | $716.2M |
| Poplar Forest Capital LLC | 0001454949 | Aug 6, 2024 | 54 | $716.2M |
| Arden Trust Co | 0001780607 | Jul 9, 2024 | 234 | $716.3M |
| Stillwater Capital Advisors, LLC | 0001482970 | Jul 11, 2024 | 49 | $716.6M |
| Curated Wealth Partners LLC | 0001781284 | Jul 12, 2024 | 132 | $716.8M |
| FengHe Fund Management Pte. Ltd. | 0001660531 | Jul 26, 2024 | 22 | $716.9M |
| Technology Crossover Management IX, Ltd. | 0001698264 | Aug 12, 2024 | 6 | $717.5M |
| McGowan Group Asset Management, Inc. | 0001633227 | Aug 14, 2024 | 122 | $718.2M |
| Moss Adams Wealth Advisors LLC | 0001661245 | Jul 23, 2024 | 174 | $718.2M |
| OneAscent Financial Services LLC | 0001780985 | Jul 17, 2024 | 250 | $718.3M |
| Infrastructure Capital Advisors, LLC | 0001621802 | Aug 14, 2024 | 92 | $718.6M |
| MMCAP International Inc. SPC | 0001304857 | Aug 13, 2024 | 181 | $719.2M |
| Central Bank & Trust Co. | 0001175954 | Jul 19, 2024 | 358 | $719.2M |
| Aaron Wealth Advisors LLC | 0001812198 | Jul 22, 2024 | 326 | $720.5M |
| Leonteq Securities AG | 0001535950 | Mar 4, 2026 | 1,123 | $720.7M |
| Romano Brothers and Company | 0000200648 | Jul 17, 2024 | 300 | $722.1M |
| Barlow Wealth Partners, LLC | 0001999928 | Jul 31, 2024 | 149 | $722.4M |
| Forest Avenue Capital Management LP | 0001944889 | Aug 13, 2024 | 22 | $722.4M |
| Platinum Equity Advisors, LLC | 0001803274 | Jan 6, 2026 | 3 | $723.6M |
| Mattern Capital Management, LLC | 0001803227 | Aug 2, 2024 | 157 | $723.8M |
| Fund 1 Investments, LLC | 0001959730 | Aug 14, 2024 | 55 | $724.0M |
| Fiducient Advisors LLC | 0001729866 | Aug 6, 2024 | 143 | $724.2M |
| Steel Grove Capital Advisors, LLC | 0001166308 | Aug 14, 2024 | 171 | $724.3M |
| Hudson Way Capital Management LLC | 0001697597 | Aug 14, 2024 | 14 | $724.3M |
| Common Fund for Nonprofit Organizations | 0002022949 | Aug 14, 2024 | 16 | $724.9M |
| Lodestar Private Asset Management LLC | 0001963040 | Jul 30, 2024 | 206 | $726.6M |
| Silicon Valley Capital Partners | 0001673633 | Oct 30, 2024 | 312 | $726.6M |
| Vantagepoint Investment Advisers LLC | 0001087912 | Aug 6, 2024 | 10 | $726.7M |
| KWB Wealth | 0001822236 | Jul 24, 2024 | 129 | $727.0M |
| Pekin Hardy Strauss, Inc. | 0001020317 | Aug 9, 2024 | 322 | $728.0M |
| Nemes Rush Group LLC | 0001982273 | Aug 15, 2024 | 603 | $728.1M |
| Financial Management Professionals, Inc. | 0001568132 | Jul 12, 2024 | 984 | $728.6M |
| Heritage Investment Group, Inc. | 0001876811 | Jul 22, 2024 | 97 | $728.7M |
| Jag Capital Management, LLC | 0001080374 | Jul 30, 2024 | 132 | $728.8M |
| Great Lakes Retirement, Inc. | 0001801667 | Aug 9, 2024 | 706 | $729.5M |
| Naspers Ltd. | 0001106051 | Aug 1, 2024 | 4 | $729.5M |
| Summit Creek Advisors LLC | 0001333709 | Aug 5, 2024 | 68 | $730.1M |
| Cahill Financial Advisors Inc. | 0001600327 | Aug 7, 2024 | 261 | $730.1M |
| Baldwin Investment Management, LLC | 0001346378 | Jul 30, 2024 | 205 | $730.2M |
| Broad Run Investment Management, LLC | 0001568621 | Aug 14, 2024 | 25 | $730.2M |
| Broad Bay Capital Management, LP | 0001759115 | Aug 14, 2024 | 20 | $731.5M |
| Altfest L J & Co. Inc. | 0000712050 | Aug 7, 2024 | 313 | $731.9M |
| Alley Investment Management Company, LLC | 0001917618 | Aug 14, 2024 | 85 | $732.2M |
| Red Cedar Investment Management, LLC | 0001734398 | Jul 25, 2024 | 76 | $733.4M |
| Portfolio Strategies, Inc. | 0001753271 | Aug 12, 2024 | 37 | $733.4M |
| LVZ, Inc. | 0001574408 | Jul 24, 2024 | 143 | $733.5M |
| GAMMA Investing LLC | 0002010235 | Jul 2, 2024 | 3,461 | $733.8M |
| Parkman Healthcare Partners LLC | 0001777015 | Aug 14, 2024 | 89 | $734.2M |
| Octavia Wealth Advisors, LLC | 0001841259 | Aug 2, 2024 | 214 | $734.2M |
| Cutler Investment Counsel LLC | 0001285973 | Jul 30, 2024 | 128 | $734.9M |