| Regatta Capital Group, LLC | 0001911488 | Jan 21, 2025 | 186 | $515.9M |
| Ardsley Advisory Partners LP | 0000900529 | Feb 14, 2025 | 101 | $516.3M |
| Cornerstone Management, Inc. | 0001587867 | Jan 24, 2025 | 53 | $516.7M |
| Third Avenue Management LLC | 0001099281 | Feb 13, 2025 | 59 | $516.8M |
| Cyrus J. Lawrence, LLC | 0001919920 | Feb 11, 2025 | 191 | $517.0M |
| Dechtman Wealth Management, LLC | 0001992316 | Feb 12, 2025 | 65 | $517.4M |
| Clark Estates Inc. | 0001056466 | Feb 6, 2025 | 92 | $517.4M |
| Jacobson & Schmitt Advisors, LLC | 0001632096 | Feb 3, 2025 | 78 | $517.4M |
| AdvisorShares Investments LLC | 0001425930 | Feb 14, 2025 | 264 | $518.3M |
| Maxi Investments CY Ltd | 0001838222 | Feb 10, 2025 | 142 | $518.5M |
| Azzad Asset Management Inc. | 0001121914 | Feb 27, 2025 | 172 | $518.5M |
| West Financial Advisors, LLC | 0001843684 | Jan 14, 2025 | 205 | $518.6M |
| Standpoint Asset Management, LLC | 0001780423 | Feb 14, 2025 | 8 | $518.9M |
| Columbus Hill Capital Management, L.P. | 0001384982 | Feb 13, 2025 | 23 | $519.0M |
| Probity Advisors, Inc. | 0001676603 | Mar 5, 2025 | 231 | $519.5M |
| Portman Square Capital LLP | 0001966898 | Jan 16, 2025 | 60 | $519.6M |
| First Bank & Trust | 0001692632 | Feb 3, 2025 | 236 | $521.0M |
| Accurate Wealth Management, LLC | 0001877728 | Jan 14, 2025 | 376 | $521.1M |
| Financial Advisors, LLC | 0001766909 | Jan 15, 2025 | 83 | $521.3M |
| Strategic Financial Concepts, LLC | 0001870686 | Jan 30, 2025 | 330 | $521.4M |
| Cheviot Value Management, LLC | 0001427147 | Feb 14, 2025 | 70 | $521.6M |
| Mak Capital One LLC | 0001385702 | Feb 14, 2025 | 8 | $522.3M |
| JB Capital Partners LP | 0001138532 | Feb 13, 2025 | 81 | $522.3M |
| Adams Wealth Management | 0001803084 | Feb 13, 2025 | 114 | $522.9M |
| Columbia Asset Management | 0001585047 | Feb 12, 2025 | 185 | $523.0M |
| Chandler Asset Management, Inc. | 0001665018 | Jan 27, 2025 | 26 | $523.2M |
| Ascentis Independent Advisors | 0001845003 | Jan 24, 2025 | 432 | $523.4M |
| Permanens Capital L.P. | 0001599637 | Feb 14, 2025 | 53 | $523.7M |
| Noesis Capital Mangement Corp. | 0001262677 | Feb 5, 2025 | 113 | $524.0M |
| Delta Air Lines, Inc. | 0000027904 | Feb 11, 2025 | 2 | $524.3M |
| Lathrop Investment Management Co. | 0001124841 | Feb 14, 2025 | 86 | $524.6M |
| New York Life Insurance Co. | 0000071633 | Jan 30, 2025 | 4 | $524.7M |
| Madrone Advisors, LLC | 0001964563 | Feb 13, 2025 | 6 | $524.8M |
| Moment Partners, LLC | 0002055889 | Feb 12, 2025 | 114 | $524.9M |
| Blue Bell Private Wealth Management, LLC | 0001352860 | Feb 7, 2025 | 676 | $524.9M |
| Rice Partnership, LLC | 0001736736 | Jan 24, 2025 | 168 | $525.1M |
| Capital Group Investment Management Pte. LTD. | 0001939970 | Feb 13, 2025 | 139 | $526.4M |
| Diameter Capital Partners LP | 0001727012 | Feb 14, 2025 | 24 | $526.6M |
| NINE MASTS CAPITAL Ltd | 0001569356 | Feb 6, 2025 | 89 | $526.9M |
| North Growth Management Ltd. | 0001745796 | Jan 28, 2025 | 46 | $527.1M |
| Alpine Woods Capital Investors, LLC | 0001226886 | Feb 10, 2025 | 172 | $527.2M |
| Compass Financial Group, INC | 0001964835 | Jan 30, 2025 | 94 | $527.4M |
| Alpha Omega Wealth Management LLC | 0001665633 | Jan 24, 2025 | 201 | $527.5M |
| Woodson Capital Management, LP | 0001697848 | Feb 14, 2025 | 28 | $528.0M |
| HughesLittle Investment Management Ltd. | 0002106035 | Mar 20, 2026 | 17 | $528.1M |
| San Luis Wealth Advisors LLC | 0001844709 | Jan 14, 2025 | 143 | $528.1M |
| SevenBridge Financial Group, LLC | 0001673954 | Feb 12, 2025 | 222 | $528.6M |
| Sugarloaf Wealth Management, LLC | 0001664864 | Jan 10, 2025 | 686 | $528.7M |
| Tufton Capital Management | 0001055963 | Feb 5, 2025 | 120 | $528.7M |
| Pureheart Capital Pte Ltd. | 0002087977 | Sep 30, 2025 | 6 | $528.7M |
| Topline Capital Management, LLC | 0001792549 | Feb 14, 2025 | 36 | $528.8M |
| Medicxi Ventures Management (Jersey) Ltd | 0001715579 | Jan 23, 2025 | 5 | $529.0M |
| Asio Capital, LLC | 0001803291 | Jan 21, 2025 | 104 | $529.4M |
| Headinvest, LLC | 0001372130 | Feb 18, 2025 | 231 | $529.9M |
| Roberts Financial Services LLC | 0001767602 | Jan 17, 2025 | 85 | $530.0M |
| Hutchinson Capital Management | 0001078246 | Feb 10, 2025 | 93 | $530.0M |
| Morton Capital Management LLC | 0002002628 | Jan 15, 2025 | 111 | $530.0M |
| Lawson Kroeker Investment Management Inc. | 0001013701 | Jan 23, 2025 | 91 | $531.1M |
| Advocate Group LLC | 0001853401 | Jan 21, 2025 | 115 | $531.1M |
| Hohimer Wealth Management, LLC | 0001802533 | Feb 14, 2025 | 241 | $531.3M |
| Affinity Capital Advisors, LLC | 0001810023 | Jan 14, 2025 | 150 | $531.6M |
| Schneider Downs Wealth Management Advisors, LP | 0001665359 | Feb 5, 2025 | 138 | $531.6M |
| Intelligence Driven Advisers, LLC | 0001819955 | Jan 30, 2025 | 105 | $531.7M |
| Tree Line Advisors (Hong Kong) Ltd. | 0001535096 | Feb 12, 2025 | 9 | $531.8M |
| Catalyst Financial Partners LLC | 0001927537 | Jan 30, 2025 | 273 | $531.9M |
| Capricorn Investment Group LLC | 0001536261 | Feb 12, 2025 | 7 | $532.6M |
| CacheTech Inc. | 0002013390 | Feb 13, 2025 | 125 | $533.4M |
| Grace & White Inc. | 0000903064 | Jan 29, 2025 | 137 | $534.6M |
| Princeton Global Asset Management LLC | 0001767349 | Jan 24, 2025 | 658 | $534.8M |
| MA Private Wealth | 0001767474 | Jan 24, 2025 | 72 | $534.8M |
| Citizens Business Bank | 0001948632 | Feb 14, 2025 | 195 | $534.9M |
| KFG Wealth Management, LLC | 0001919344 | Jan 21, 2025 | 182 | $535.0M |
| Bell Investment Advisors, Inc | 0001890149 | Feb 7, 2025 | 1,900 | $535.2M |
| Waterfront Capital Partners, LLC | 0001595077 | Feb 14, 2025 | 31 | $535.2M |
| Clark Asset Management, LLC | 0002062026 | Apr 2, 2025 | 138 | $535.3M |
| Bourgeon Capital Management LLC | 0001088731 | Jan 17, 2025 | 118 | $535.5M |
| Fermata Advisors, LLC | 0001859259 | Jan 15, 2025 | 265 | $535.6M |
| Heritage Investment Group, Inc. | 0001876811 | Jan 28, 2025 | 106 | $535.8M |
| Farmers Trust Co. | 0001318055 | Jan 8, 2025 | 189 | $535.8M |
| Coerente Capital Management | 0001860790 | Jan 24, 2025 | 42 | $536.1M |
| Fortis Group Advisors, LLC | 0001815183 | Jan 31, 2025 | 502 | $537.0M |
| Ramsay, Stattman, Vela & Price, Inc. | 0001541399 | Jan 31, 2025 | 76 | $537.7M |
| Fortis Capital Management LLC | 0001802167 | Feb 11, 2025 | 133 | $538.0M |
| Matthew Goff Investment Advisor, LLC | 0000935359 | Jan 21, 2025 | 102 | $538.0M |
| Duncker Streett & Co. Inc. | 0001020585 | Feb 5, 2025 | 530 | $538.6M |
| Sentinel Pension Advisors, LLC | 0001802290 | Jan 13, 2025 | 110 | $539.0M |
| Index Venture Associates VI Ltd | 0001755035 | Feb 14, 2025 | 1 | $539.1M |
| Wilsey Asset Management Inc. | 0001598379 | Jan 28, 2025 | 23 | $539.5M |
| NBW Capital LLC | 0001512901 | Feb 6, 2025 | 88 | $539.7M |
| Moody Aldrich Partners LLC | 0000936941 | Jan 23, 2025 | 196 | $539.8M |
| Fourpath Capital Management, LLC | 0001894484 | Jan 24, 2025 | 228 | $540.1M |
| Northwest Bancshares, Inc. | 0001471265 | Feb 12, 2025 | 177 | $540.2M |
| Peak Asset Management, LLC | 0001632512 | Feb 14, 2025 | 147 | $540.5M |
| Lineweaver Wealth Advisors, LLC | 0001797873 | Feb 5, 2025 | 134 | $541.1M |
| Sphera Funds Management LTD. | 0001496201 | Feb 14, 2025 | 103 | $541.4M |
| Wealthstream Advisors, Inc. | 0001833780 | Feb 4, 2025 | 167 | $541.5M |
| Oak Hill Advisors LP | 0001164688 | Feb 14, 2025 | 14 | $542.0M |
| Hudson Edge Investment Partners Inc. | 0000740272 | Feb 3, 2025 | 187 | $542.4M |
| Blue Fin Capital, Inc. | 0001576102 | Feb 18, 2025 | 137 | $542.6M |
| Ithaka Group LLC | 0001484043 | Feb 10, 2025 | 34 | $542.8M |