| Rudius Management LP | 0001835407 | May 14, 2025 | 5 | $486.7M |
| Rice Partnership, LLC | 0001736736 | Apr 29, 2025 | 152 | $487.2M |
| United Advisor Group, LLC | 0002004873 | Apr 21, 2025 | 346 | $487.7M |
| Commonwealth Financial Services, LLC | 0001536755 | May 9, 2025 | 197 | $488.0M |
| Cornerstone Advisors Asset Management, LLC | 0002044324 | Apr 24, 2025 | 124 | $488.2M |
| Groupe Bruxelles Lambert | 0001179313 | May 8, 2025 | 1 | $488.2M |
| Paragon Capital Management Ltd | 0001569765 | Apr 16, 2025 | 197 | $488.2M |
| Wooster Corthell Wealth Management, Inc. | 0001566968 | May 8, 2025 | 65 | $488.8M |
| Tsfg, LLC | 0001800513 | Apr 24, 2025 | 857 | $488.9M |
| Jacobson & Schmitt Advisors, LLC | 0001632096 | May 2, 2025 | 42 | $489.3M |
| Shah Capital Management | 0001383838 | May 14, 2025 | 17 | $489.6M |
| Capital Group Investment Management Pte. LTD. | 0001939970 | May 12, 2025 | 140 | $489.7M |
| SIG North Trading, ULC | 0001868643 | May 14, 2025 | 76 | $490.4M |
| Conversant Capital LLC | 0001850901 | May 15, 2025 | 16 | $490.6M |
| Ithaka Group LLC | 0001484043 | May 9, 2025 | 37 | $490.7M |
| MIC Capital Management UK LLP | 0001889830 | May 15, 2025 | 14 | $490.8M |
| Broderick Brian C | 0001314376 | Apr 18, 2025 | 84 | $490.9M |
| Baker Chad R | 0001666470 | Apr 16, 2025 | 50 | $491.0M |
| Advisory Resource Group | 0001764968 | Apr 21, 2025 | 162 | $491.0M |
| UNICOM Systems, Inc. | 0001996154 | May 1, 2025 | 25 | $491.4M |
| Topsail Wealth Management, LLC | 0002056627 | Apr 30, 2025 | 225 | $491.7M |
| Burton Enright Welch | 0002105919 | Mar 9, 2026 | 104 | $491.8M |
| Hudson Edge Investment Partners Inc. | 0000740272 | Apr 28, 2025 | 101 | $491.8M |
| Entrust Global Partners L L C | 0001080818 | May 19, 2025 | 5 | $491.9M |
| Columbia Asset Management | 0001585047 | Apr 10, 2025 | 178 | $492.1M |
| Matauro, LLC | 0002052964 | Apr 16, 2025 | 125 | $492.3M |
| Fortis Capital Advisors, LLC | 0001959790 | May 20, 2025 | 249 | $492.5M |
| Personal Cfo Solutions, LLC | 0001677501 | Apr 30, 2025 | 448 | $492.5M |
| Kapitalo Investimentos Ltda | 0001798686 | May 7, 2025 | 82 | $492.8M |
| First Pacific Financial | 0001810089 | Apr 23, 2025 | 526 | $492.8M |
| Cypress Wealth Services, LLC | 0001721527 | Apr 10, 2025 | 284 | $493.0M |
| Summit Wealth Partners, LLC | 0002033312 | May 6, 2025 | 208 | $493.0M |
| Edge Wealth Management LLC | 0001567163 | Apr 11, 2025 | 82 | $493.2M |
| Stone House Investment Management, LLC | 0001696497 | May 13, 2025 | 437 | $493.4M |
| Bwcp, LP | 0001787893 | May 15, 2025 | 24 | $493.4M |
| Spirit of America Management Corp. | 0001041283 | Apr 21, 2025 | 315 | $493.9M |
| EFG Asset Management (Americas) Corp. | 0001598340 | May 8, 2025 | 134 | $493.9M |
| Walkner Condon Financial Advisors LLC | 0001817494 | Apr 23, 2025 | 267 | $494.4M |
| Kahn Brothers Group Inc. | 0001039565 | May 15, 2025 | 55 | $494.5M |
| Canton Hathaway, LLC | 0001755785 | Apr 22, 2025 | 268 | $494.9M |
| Polunin Capital Partners Ltd | 0001629869 | Apr 9, 2025 | 27 | $495.0M |
| DSG Capital Advisors, LLC | 0002060765 | Apr 25, 2025 | 120 | $495.0M |
| Delta Investment Management, LLC | 0001757043 | May 14, 2025 | 238 | $495.4M |
| Secure Asset Management, LLC | 0001800692 | Apr 10, 2025 | 301 | $495.4M |
| Opes Wealth Management LLC | 0001766918 | May 6, 2025 | 143 | $495.5M |
| First Turn Management, LLC | 0001993440 | May 15, 2025 | 35 | $496.1M |
| Wedgewood Partners Inc. | 0000859804 | May 15, 2025 | 20 | $496.5M |
| Oak Thistle LLC | 0001755987 | May 6, 2025 | 398 | $496.7M |
| KPS Global Asset Management UK Ltd | 0001799162 | May 13, 2025 | 4 | $497.1M |
| Partners in Financial Planning | 0002054264 | Apr 30, 2025 | 101 | $497.6M |
| RPTC Inc. | 0001714450 | May 14, 2025 | 7 | $497.9M |
| GFS Advisors, LLC | 0001427263 | Apr 21, 2025 | 122 | $498.1M |
| Nicolet Bankshares Inc. | 0001174850 | May 14, 2025 | 197 | $498.1M |
| Third Avenue Management LLC | 0001099281 | May 14, 2025 | 61 | $498.7M |
| Wilsey Asset Management Inc. | 0001598379 | Apr 17, 2025 | 24 | $498.9M |
| Austin Wealth Management, LLC | 0002003112 | May 1, 2025 | 129 | $498.9M |
| Robotti Robert | 0001105838 | May 13, 2025 | 66 | $499.1M |
| PBMares Wealth Management LLC | 0001801682 | Apr 23, 2025 | 191 | $499.5M |
| Global Wealth Management Investment Advisory, Inc. | 0001767855 | Apr 29, 2025 | 139 | $500.0M |
| TLWM | 0001732537 | May 13, 2025 | 74 | $500.2M |
| Harbor Group, Inc. | 0001840486 | Apr 11, 2025 | 95 | $500.4M |
| SFE Investment Counsel | 0001317784 | May 6, 2025 | 140 | $500.5M |
| Pfizer Inc | 0000078003 | May 13, 2025 | 21 | $500.8M |
| Brasada Capital Management, LP | 0001643833 | May 15, 2025 | 126 | $501.0M |
| Sensible Financial Planning & Management, LLC. | 0001567738 | Apr 28, 2025 | 30 | $501.0M |
| Perennial Advisors, LLC | 0001697360 | Apr 14, 2025 | 113 | $501.3M |
| Armbruster Capital Management, Inc. | 0001664847 | Apr 16, 2025 | 128 | $501.4M |
| Maxi Investments CY Ltd | 0001838222 | May 9, 2025 | 112 | $502.0M |
| Martel Wealth Advisors LLC | 0002039437 | Apr 16, 2025 | 69 | $502.0M |
| Integrated Investment Consultants, LLC | 0001665337 | May 14, 2025 | 318 | $502.1M |
| LJI Wealth Management, LLC | 0001988563 | May 2, 2025 | 182 | $502.2M |
| Northwest Wealth Management, LLC | 0001695344 | Apr 25, 2025 | 187 | $502.2M |
| Noesis Capital Mangement Corp. | 0001262677 | May 7, 2025 | 124 | $502.8M |
| Princeton Global Asset Management LLC | 0001767349 | Apr 11, 2025 | 599 | $503.7M |
| Security Financial Services, INC. | 0001913590 | May 7, 2025 | 169 | $503.8M |
| Lathrop Investment Management Co. | 0001124841 | May 12, 2025 | 83 | $503.8M |
| Jackson Hole Capital Partners, LLC | 0001767049 | May 6, 2025 | 279 | $503.8M |
| Summit Financial Wealth Advisors, LLC | 0001632283 | May 14, 2025 | 151 | $504.0M |
| Correct Capital Wealth Management | 0001844835 | Apr 30, 2025 | 110 | $504.2M |
| TFO Wealth Partners, LLC | 0001698750 | May 8, 2025 | 39 | $504.2M |
| Hound Partners, LLC | 0001353316 | May 15, 2025 | 17 | $504.3M |
| Affinity Capital Advisors, LLC | 0001810023 | Apr 17, 2025 | 154 | $504.4M |
| Almanack Investment Partners, LLC. | 0001680613 | Apr 25, 2025 | 154 | $504.5M |
| Greenup Street Wealth Management LLC | 0001909904 | Apr 21, 2025 | 97 | $504.6M |
| Moment Partners, LLC | 0002055889 | May 13, 2025 | 110 | $504.7M |
| Duncker Streett & Co. Inc. | 0001020585 | Apr 22, 2025 | 503 | $504.7M |
| Hoey Investments, Inc. | 0001799544 | Apr 16, 2025 | 369 | $504.8M |
| Beverly Hills Private Wealth, LLC | 0001965710 | Apr 30, 2025 | 336 | $505.2M |
| Ascentis Independent Advisors | 0001845003 | Apr 23, 2025 | 430 | $505.2M |
| Strategic Global Advisors, LLC | 0001580212 | May 15, 2025 | 137 | $505.2M |
| First Reserve GP XIII Ltd | 0001706604 | May 15, 2025 | 2 | $505.5M |
| Bellecapital International Ltd. | 0001600152 | Apr 16, 2025 | 137 | $506.4M |
| WPWealth LLP | 0001950118 | Aug 11, 2025 | 87 | $506.4M |
| Financial Advisors, LLC | 0001766909 | May 2, 2025 | 81 | $506.8M |
| OAKMONT Corp | 0000924171 | May 15, 2025 | 31 | $506.9M |
| Buffington Mohr McNeal | 0001317829 | Apr 28, 2025 | 111 | $507.0M |
| Octagon Capital Advisors LP | 0001839435 | May 16, 2025 | 34 | $508.2M |
| Triasima Portfolio Management inc. | 0001938757 | May 2, 2025 | 144 | $508.2M |
| SevenBridge Financial Group, LLC | 0001673954 | May 13, 2025 | 220 | $508.2M |
| Stanley Capital Management, LLC | 0001518934 | Jun 11, 2025 | 37 | $508.3M |