| SoftVest Advisors, LLC | 0001803391 | May 15, 2025 | 2 | $565.0M |
| JT Stratford LLC | 0001689013 | May 14, 2025 | 276 | $565.6M |
| Capital Advisors Wealth Management, LLC | 0001824700 | Apr 25, 2025 | 181 | $566.0M |
| CFM Wealth Partners LLC | 0001801097 | Apr 25, 2025 | 139 | $567.1M |
| Advisory Research Inc. | 0000902584 | May 14, 2025 | 148 | $567.3M |
| Marquette Asset Management, LLC | 0001395067 | Apr 9, 2025 | 147 | $567.5M |
| Human Investing LLC | 0001767513 | May 15, 2025 | 91 | $567.9M |
| American Investment Services, Inc. | 0001369913 | May 13, 2025 | 157 | $568.1M |
| Arlington Financial Advisors, LLC | 0001716539 | Apr 9, 2025 | 108 | $568.9M |
| Ninepoint Partners LP | 0001715635 | May 6, 2025 | 90 | $569.5M |
| Fortress Investment Group LLC | 0001380393 | May 14, 2025 | 36 | $570.2M |
| North Point Portfolio Managers Corp. | 0001105344 | Apr 22, 2025 | 71 | $570.3M |
| Mirador Capital Partners LP | 0001633446 | Apr 9, 2025 | 197 | $570.7M |
| Insight Advisors, LLC/ PA | 0001844880 | Apr 11, 2025 | 275 | $570.8M |
| Abacus Planning Group, Inc. | 0001602730 | Apr 14, 2025 | 236 | $570.9M |
| Baron Silver Stevens Financial Advisors, LLC | 0001851395 | May 7, 2025 | 124 | $571.6M |
| Hudock, Inc. | 0001543536 | May 2, 2025 | 177 | $571.8M |
| Sloy Dahl & Holst, LLC | 0001690295 | May 12, 2025 | 109 | $571.9M |
| Intellus Advisors LLC | 0002055137 | May 7, 2025 | 120 | $572.4M |
| Ophir Asset Management Pty Ltd | 0001844640 | May 15, 2025 | 31 | $572.5M |
| Murchinson Ltd. | 0001838556 | May 15, 2025 | 77 | $573.1M |
| Capital Insight Partners, LLC | 0001664385 | Apr 30, 2025 | 158 | $573.1M |
| Rollins Financial Advisors, LLC | 0001884018 | May 22, 2025 | 131 | $574.0M |
| Faithward Advisors, LLC | 0001695078 | May 16, 2025 | 261 | $574.3M |
| Somerville Kurt F | 0001215208 | May 6, 2025 | 111 | $574.4M |
| Optas, LLC | 0001802961 | Apr 17, 2025 | 312 | $574.7M |
| Fourpath Capital Management, LLC | 0001894484 | Apr 15, 2025 | 224 | $574.8M |
| Eagle Strategies LLC | 0001907666 | Apr 23, 2025 | 213 | $575.1M |
| Gilman Hill Asset Management, LLC | 0001551969 | Apr 10, 2025 | 219 | $575.7M |
| Harbor Advisors LLC | 0001687156 | May 15, 2025 | 193 | $576.0M |
| Pinpoint Asset Management Ltd | 0001803237 | May 12, 2025 | 86 | $576.2M |
| Polymer Capital Management (HK) LTD | 0001970465 | May 15, 2025 | 128 | $576.3M |
| Angelo Gordon & Co., L.P. | 0000860662 | May 15, 2025 | 55 | $576.3M |
| Water Island Capital LLC | 0001222765 | May 15, 2025 | 64 | $576.9M |
| Capital Management Corp. | 0001074273 | May 5, 2025 | 78 | $577.5M |
| Summit Asset Management, LLC | 0001509974 | May 6, 2025 | 166 | $577.7M |
| J.P. Marvel Investment Advisors, LLC | 0001426755 | May 7, 2025 | 69 | $578.0M |
| Wahed Invest LLC | 0001763146 | May 13, 2025 | 223 | $578.1M |
| Arkansas Financial Group, Inc. | 0000764611 | Jan 28, 2026 | 77 | $578.3M |
| Informed Momentum Co LLC | 0001510989 | May 13, 2025 | 246 | $578.3M |
| Pacific Capital Wealth Advisors, Inc. | 0001803523 | Apr 18, 2025 | 82 | $578.4M |
| FPR Partners LLC | 0001546190 | May 14, 2025 | 10 | $578.6M |
| Ironwood Investment Counsel, LLC | 0001330463 | May 12, 2025 | 240 | $578.9M |
| Joho Capital LLC | 0001106500 | May 14, 2025 | 8 | $578.9M |
| Nelson Capital Management, LLC | 0001512611 | May 6, 2025 | 101 | $579.0M |
| Academy Capital Management | 0001031972 | May 14, 2025 | 39 | $579.5M |
| Klaas Financial Asset Advisors, LLC | 0001819279 | Apr 24, 2025 | 46 | $580.0M |
| Physician Wealth Advisors, Inc. | 0001795173 | Apr 28, 2025 | 1,436 | $580.8M |
| MPM Bioimpact LLC | 0001687078 | May 15, 2025 | 43 | $581.7M |
| Mraz, Amerine & Associates, Inc. | 0001542324 | Jul 24, 2025 | 170 | $582.0M |
| Brookwood Investment Group LLC | 0002066812 | May 6, 2025 | 421 | $582.0M |
| Cannon Financial Strategists, Inc. | 0002031123 | May 5, 2025 | 96 | $582.5M |
| Eagle Rock Investment Company, LLC | 0001911407 | Apr 11, 2025 | 160 | $582.6M |
| Greenland Capital Management LP | 0001896430 | May 12, 2025 | 232 | $583.0M |
| University of Texas/Texas Am Investment Management Co. | 0001019231 | May 7, 2025 | 155 | $583.3M |
| Cohen Capital Management, Inc. | 0001508120 | May 2, 2025 | 151 | $583.8M |
| Waterfront Capital Partners, LLC | 0001595077 | May 14, 2025 | 34 | $584.1M |
| CRA Financial Services, LLC | 0001765594 | Apr 16, 2025 | 271 | $584.4M |
| Geometric Wealth Advisors | 0001900576 | May 9, 2025 | 71 | $585.2M |
| Enclave Advisors LLC | 0001836110 | Apr 11, 2025 | 112 | $585.9M |
| Crews Bank & Trust | 0002052279 | Apr 22, 2025 | 609 | $586.3M |
| SJS Investment Consulting Inc. | 0001894302 | Apr 15, 2025 | 1,602 | $586.4M |
| Biltmore Family Office, LLC | 0001731123 | May 12, 2025 | 269 | $586.7M |
| MMCAP International Inc. SPC | 0001304857 | May 12, 2025 | 131 | $586.8M |
| 12th Street Asset Management Company, LLC | 0001633703 | May 8, 2025 | 29 | $586.8M |
| Lineweaver Wealth Advisors, LLC | 0001797873 | May 2, 2025 | 143 | $587.1M |
| Market Street Wealth Management Advisors LLC | 0001767601 | Apr 18, 2025 | 96 | $588.7M |
| Thrive Capital Management, LLC | 0001765681 | May 15, 2025 | 4 | $588.9M |
| Meridian Wealth Advisors, LLC | 0001768095 | May 5, 2025 | 170 | $589.0M |
| Magnolia Group, LLC | 0001618376 | May 1, 2025 | 9 | $589.9M |
| Fund 1 Investments, LLC | 0001959730 | May 15, 2025 | 43 | $590.8M |
| WS Management LLLP | 0000877338 | May 14, 2025 | 31 | $591.2M |
| Matrix Trust Co | 0001784277 | Apr 10, 2025 | 255 | $592.8M |
| Finepoint Capital LP | 0001608126 | May 14, 2025 | 23 | $592.8M |
| Horizon Wealth Management, LLC | 0001815123 | Apr 11, 2025 | 104 | $593.2M |
| CFO4Life Group, LLC | 0001706351 | Apr 30, 2025 | 221 | $594.1M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0000319933 | Apr 10, 2025 | 1,705 | $595.3M |
| Versant Capital Management, Inc | 0001735057 | Apr 3, 2025 | 2,512 | $596.0M |
| Clark Asset Management, LLC | 0002062026 | Apr 28, 2025 | 157 | $596.3M |
| Pier Capital, LLC | 0001310051 | May 13, 2025 | 116 | $596.8M |
| Radnor Capital Management, LLC | 0001696867 | Apr 11, 2025 | 317 | $596.9M |
| Embree Financial Group | 0002020860 | Apr 23, 2025 | 201 | $597.0M |
| Madrone Advisors, LLC | 0001964563 | May 14, 2025 | 6 | $597.0M |
| Al Mehwar Commercial Investments LLC | 0001801297 | May 13, 2025 | 1 | $597.0M |
| Canal Capital Management, LLC | 0001666733 | Sep 19, 2025 | 162 | $597.3M |
| Glassman Wealth Services | 0001642160 | May 8, 2025 | 211 | $597.6M |
| Legacy Financial Advisors, Inc. | 0001730810 | May 14, 2025 | 362 | $598.0M |
| Formidable Asset Management, LLC | 0001592613 | May 5, 2025 | 384 | $598.2M |
| Central Bank & Trust Co. | 0001175954 | Apr 14, 2025 | 181 | $598.6M |
| Huntleigh Advisors, Inc. | 0001367653 | Apr 18, 2025 | 265 | $598.8M |
| Evolution Wealth Advisors, LLC | 0001763121 | May 9, 2025 | 149 | $599.0M |
| Broad Run Investment Management, LLC | 0001568621 | May 15, 2025 | 24 | $599.0M |
| Chatham Capital Group, Inc. | 0001108969 | Apr 10, 2025 | 194 | $599.4M |
| Fagan Associates, Inc. | 0001607866 | May 6, 2025 | 124 | $599.5M |
| High Probability Advisors, LLC | 0002039415 | Apr 16, 2025 | 55 | $599.6M |
| St. James Investment Company, LLC | 0001504492 | Apr 28, 2025 | 29 | $599.8M |
| Kavar Capital Partners Group, LLC | 0001841766 | Apr 23, 2025 | 177 | $600.0M |
| Strategic Point Investment Advisors, LLC | 0001295044 | Apr 21, 2025 | 35 | $600.4M |
| Summit Street Capital Management, LLC | 0001595533 | Aug 4, 2025 | 30 | $600.6M |
| M Holdings Securities, Inc. | 0001569638 | May 13, 2025 | 140 | $601.1M |