| Minneapolis Portfolio Management Group, LLC | 0001317253 | Oct 29, 2024 | 28 | $771.8M |
| Nilsine Partners, LLC | 0001913043 | Oct 30, 2024 | 342 | $772.0M |
| Rockbridge Investment Management, LCC | 0001821984 | Nov 1, 2024 | 129 | $772.1M |
| Claro Advisors Inc. | 0001764386 | Nov 7, 2024 | 510 | $772.4M |
| Triple Frond Partners LLC | 0001454502 | Nov 13, 2024 | 9 | $772.9M |
| Bedrijfstakpensioenfonds Voor DE Media Pno | 0001274196 | Oct 21, 2024 | 41 | $773.0M |
| Ullmann Wealth Partners Group, LLC | 0001697725 | Oct 15, 2024 | 132 | $773.2M |
| Naspers Ltd. | 0001106051 | Nov 14, 2024 | 4 | $773.6M |
| Stillwater Capital Advisors, LLC | 0001482970 | Oct 15, 2024 | 73 | $773.9M |
| Absher Wealth Management, LLC | 0001802534 | Oct 28, 2024 | 66 | $775.3M |
| Ardmore Road Asset Management LP | 0001835730 | Nov 14, 2024 | 41 | $775.7M |
| McIlrath & Eck, LLC | 0001701714 | Nov 19, 2024 | 976 | $776.4M |
| JGP Wealth Management, LLC | 0001748278 | Oct 9, 2024 | 178 | $776.8M |
| JLB & Associates Inc. | 0001085227 | Oct 2, 2024 | 80 | $777.2M |
| Divisadero Street Capital Management, LP | 0001901865 | Nov 14, 2024 | 70 | $777.2M |
| Makaira Partners LLC | 0001540866 | Nov 14, 2024 | 12 | $777.7M |
| Vantagepoint Investment Advisers LLC | 0001087912 | Oct 17, 2024 | 10 | $779.1M |
| Great Lakes Retirement, Inc. | 0001801667 | Oct 22, 2024 | 200 | $780.2M |
| LVW Advisors, LLC | 0001576053 | Oct 9, 2024 | 308 | $780.9M |
| Stanley-Laman Group, Ltd. | 0001601489 | Oct 22, 2024 | 291 | $781.0M |
| Keystone Financial Group | 0001729299 | Feb 19, 2025 | 373 | $781.4M |
| LVZ, Inc. | 0001574408 | Oct 24, 2024 | 149 | $781.6M |
| Curated Wealth Partners LLC | 0001781284 | Oct 4, 2024 | 132 | $781.7M |
| Global X Japan Co., Ltd. | 0002027450 | Oct 22, 2024 | 287 | $782.5M |
| Dark Forest Capital Management LP | 0001853322 | Nov 14, 2024 | 937 | $782.5M |
| Continuum Advisory, LLC | 0001846532 | Nov 15, 2024 | 1,914 | $783.2M |
| Parkman Healthcare Partners LLC | 0001777015 | Nov 14, 2024 | 93 | $783.4M |
| Pekin Hardy Strauss, Inc. | 0001020317 | Nov 12, 2024 | 338 | $783.8M |
| Pembroke Management, LTD | 0001063497 | Oct 29, 2024 | 58 | $784.1M |
| Signet Financial Management, LLC | 0001600307 | Oct 23, 2024 | 266 | $784.6M |
| Lodestar Private Asset Management LLC | 0001963040 | Oct 25, 2024 | 214 | $785.1M |
| Vise Technologies, Inc. | 0001812090 | Nov 13, 2024 | 588 | $785.9M |
| Aperture Investors, LLC | 0001787596 | Nov 14, 2024 | 74 | $787.4M |
| Khrom Capital Management LLC | 0001877963 | Nov 14, 2024 | 16 | $787.4M |
| Rodgers Brothers Inc. | 0001397290 | Nov 14, 2024 | 235 | $787.5M |
| Red Cedar Investment Management, LLC | 0001734398 | Oct 30, 2024 | 78 | $788.4M |
| Allen Capital Group, LLC | 0001601384 | Nov 12, 2024 | 221 | $788.9M |
| Alley Investment Management Company, LLC | 0001917618 | Nov 13, 2024 | 85 | $789.6M |
| RTD Financial Advisors, Inc. | 0001810555 | Oct 30, 2024 | 111 | $789.9M |
| ShawSpring Partners LLC | 0001766908 | Nov 13, 2024 | 10 | $791.6M |
| Oak Root LLC | 0002027377 | Oct 30, 2024 | 15 | $792.4M |
| Institute for Wealth Management, LLC. | 0001533954 | Nov 12, 2024 | 550 | $792.4M |
| Cutler Investment Counsel LLC | 0001285973 | Nov 6, 2024 | 127 | $792.7M |
| Community Bank, N.A. | 0001632187 | Nov 14, 2024 | 390 | $792.8M |
| Bensler, LLC | 0001965941 | Oct 31, 2024 | 164 | $792.9M |
| Central Pacific Bank - Trust Division | 0002020066 | Oct 2, 2024 | 861 | $793.1M |
| Private Advisory Group LLC | 0001632965 | Oct 9, 2024 | 195 | $793.8M |
| Mattern Capital Management, LLC | 0001803227 | Oct 24, 2024 | 156 | $794.6M |
| McClarren Financial Advisors, Inc. | 0001842974 | Oct 18, 2024 | 271 | $795.5M |
| Condire Management, LP | 0001847739 | Nov 14, 2024 | 17 | $795.5M |
| Portland Global Advisors LLC | 0001504941 | Nov 13, 2024 | 135 | $795.5M |
| Hudson Way Capital Management LLC | 0001697597 | Nov 14, 2024 | 15 | $796.7M |
| Hook Mill Capital Partners, LP | 0001943395 | Nov 14, 2024 | 41 | $796.7M |
| Fort Point Capital Partners LLC | 0001589282 | Nov 14, 2024 | 283 | $797.8M |
| Cascade Financial Partners, LLC | 0002021208 | Oct 25, 2024 | 238 | $797.9M |
| Baldwin Investment Management, LLC | 0001346378 | Nov 13, 2024 | 213 | $797.9M |
| Barton Investment Management | 0001387818 | Oct 17, 2024 | 49 | $799.7M |
| Cabot Wealth Management Inc. | 0001016683 | Oct 15, 2024 | 129 | $800.0M |
| Opus Capital Group, LLC | 0001330325 | Oct 31, 2024 | 125 | $800.1M |
| Provenance Wealth Advisors, LLC | 0002081584 | Aug 15, 2025 | 597 | $800.4M |
| Stansberry Asset Management, LLC | 0001725910 | Nov 14, 2024 | 125 | $800.7M |
| Ashford Capital Management Inc. | 0000897070 | Nov 18, 2024 | 102 | $801.3M |
| Hartline Investment Corp./ | 0000945625 | Nov 5, 2024 | 101 | $801.8M |
| Romano Brothers and Company | 0000200648 | Oct 22, 2024 | 310 | $802.9M |
| Moneco Advisors, LLC | 0001765690 | Oct 25, 2024 | 432 | $803.4M |
| KRYGER CAPITAL Ltd | 0001911807 | Nov 14, 2024 | 16 | $803.5M |
| RW Investment Management LLC | 0001631627 | Nov 12, 2024 | 94 | $803.7M |
| Paradigm Operations LP | 0001911136 | Nov 14, 2024 | 1 | $804.5M |
| Financial Synergies Wealth Advisors, Inc. | 0002017868 | Oct 7, 2024 | 76 | $805.3M |
| Financial Management Professionals, Inc. | 0001568132 | Oct 24, 2024 | 1,015 | $805.4M |
| Kohmann Bosshard Financial Services, LLC | 0001696615 | Oct 17, 2024 | 203 | $805.5M |
| Capital Advisors, Ltd. LLC | 0001597878 | Oct 24, 2024 | 1,554 | $806.3M |
| Intrinsic Edge Capital Management LLC | 0001671754 | Nov 8, 2024 | 93 | $807.2M |
| Beach Investment Counsel Inc. | 0001058800 | Oct 15, 2024 | 225 | $808.5M |
| Mark Asset Management LP | 0000860176 | Nov 14, 2024 | 45 | $809.0M |
| Winthrop Advisory Group LLC | 0001739043 | Oct 31, 2024 | 152 | $809.0M |
| Legato Capital Management LLC | 0001442641 | Nov 7, 2024 | 559 | $809.1M |
| ACK Asset Management LLC | 0001510940 | Nov 13, 2024 | 18 | $809.2M |
| Rossmore Private Capital | 0001733082 | Nov 5, 2024 | 234 | $809.3M |
| PKO Investment Management Joint-Stock Co | 0002059321 | Mar 13, 2025 | 156 | $810.8M |
| DiNuzzo Private Wealth, Inc. | 0001994563 | Oct 17, 2024 | 1,436 | $810.9M |
| Octavia Wealth Advisors, LLC | 0001841259 | Oct 10, 2024 | 223 | $811.6M |
| Planning Center, Inc. | 0001910966 | Nov 12, 2024 | 73 | $811.7M |
| DE Burlo Group Inc. | 0001134288 | Nov 12, 2024 | 81 | $812.1M |
| a16z Perennial Management, L.P. | 0002009275 | Feb 7, 2025 | 42 | $812.4M |
| Graves Light Lenhart Wealth, Inc. | 0001759803 | Nov 14, 2024 | 191 | $813.1M |
| Sunriver Management LLC | 0001663900 | Nov 13, 2024 | 17 | $813.5M |
| ARS Wealth Advisors Group, LLC | 0001886707 | Oct 15, 2024 | 172 | $814.0M |
| Philip James Wealth Mangement, LLC | 0002002630 | Oct 31, 2024 | 164 | $814.4M |
| Crake Asset Management LLP | 0001789082 | Nov 14, 2024 | 12 | $814.5M |
| TT International Asset Management LTD | 0001809187 | Nov 18, 2024 | 57 | $814.9M |
| Kim, LLC | 0001888968 | Nov 13, 2024 | 39 | $816.4M |
| Compass Ion Advisors, LLC | 0001621100 | Oct 18, 2024 | 261 | $817.1M |
| Sheets Smith Wealth Management | 0001157436 | Nov 1, 2024 | 374 | $817.6M |
| Savoie Capital LLC | 0002001471 | Nov 15, 2024 | 97 | $818.3M |
| Discovery Capital Management, LLC / CT | 0001389507 | Nov 13, 2024 | 59 | $819.5M |
| Talbot Financial, LLC | 0001966180 | Oct 8, 2024 | 61 | $821.4M |
| Pertento Partners LLP | 0001894571 | Nov 13, 2024 | 22 | $821.7M |
| Parkwood LLC | 0001597823 | Nov 14, 2024 | 81 | $822.0M |
| Waddell & Associates, LLC | 0001776757 | Nov 12, 2024 | 150 | $822.1M |