| Meridian Wealth Advisors, LLC | 0001768095 | Feb 11, 2025 | 175 | $606.3M |
| Tarbox Family Office, Inc. | 0001599603 | Jan 17, 2025 | 107 | $606.3M |
| 12th Street Asset Management Company, LLC | 0001633703 | Feb 10, 2025 | 31 | $606.6M |
| Acorn Financial Advisory Services Inc. | 0001018561 | Feb 14, 2025 | 205 | $606.6M |
| Enclave Advisors LLC | 0001836110 | Jan 17, 2025 | 123 | $607.7M |
| Chatham Capital Group, Inc. | 0001108969 | Feb 7, 2025 | 197 | $608.0M |
| JT Stratford LLC | 0001689013 | Feb 18, 2025 | 291 | $608.3M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0001599719 | Jan 21, 2025 | 31 | $608.6M |
| Formidable Asset Management, LLC | 0001592613 | Feb 19, 2025 | 373 | $608.9M |
| Concord Wealth Partners | 0001814214 | Jan 24, 2025 | 921 | $610.6M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0001512022 | Feb 13, 2025 | 94 | $610.9M |
| Sargent Investment Group, LLC | 0001766157 | Jan 27, 2025 | 235 | $611.4M |
| Sandler Capital Management | 0001000742 | Feb 14, 2025 | 123 | $611.8M |
| Academy Capital Management | 0001031972 | Feb 6, 2025 | 41 | $611.9M |
| Nishkama Capital, LLC | 0001633799 | Feb 14, 2025 | 49 | $612.0M |
| Dimension Capital Management LLC | 0001041773 | Feb 14, 2025 | 109 | $612.1M |
| Destiny Wealth Partners, LLC | 0001844369 | Jan 24, 2025 | 167 | $612.2M |
| Marquette Asset Management, LLC | 0001395067 | Jan 14, 2025 | 190 | $612.7M |
| Rbo & Co. LLC | 0001162827 | Feb 14, 2025 | 52 | $613.2M |
| Strategic Point Investment Advisors, LLC | 0001295044 | Jan 23, 2025 | 34 | $613.5M |
| Fort Baker Capital Management LP | 0001688382 | Feb 14, 2025 | 64 | $614.2M |
| Belmont Capital, LLC | 0001793367 | Feb 13, 2025 | 120 | $614.7M |
| Wealth Management Nebraska | 0002042783 | Feb 3, 2025 | 71 | $614.8M |
| Intrua Financial, LLC | 0001812792 | May 28, 2025 | 357 | $615.6M |
| Nextech Invest Ltd. | 0001911010 | Feb 14, 2025 | 15 | $616.4M |
| Makena Capital Management LLC | 0001359262 | Feb 12, 2025 | 41 | $616.5M |
| Family Manage LLC | 0001539947 | Feb 14, 2025 | 190 | $617.1M |
| Canal Capital Management, LLC | 0001666733 | Feb 14, 2025 | 171 | $617.6M |
| Legacy Financial Group LLC | 0001834011 | Jan 22, 2025 | 111 | $617.7M |
| Bank Hapoalim BM | 0000902528 | Jan 27, 2025 | 126 | $618.4M |
| First National Advisers, LLC | 0001941030 | Feb 10, 2025 | 175 | $618.5M |
| Towercrest Capital Management | 0001633288 | Feb 11, 2025 | 103 | $618.7M |
| Broad Bay Capital Management, LP | 0001759115 | Feb 14, 2025 | 22 | $618.8M |
| Arkansas Financial Group, Inc. | 0000764611 | Jan 17, 2025 | 75 | $619.1M |
| M Holdings Securities, Inc. | 0001569638 | Feb 13, 2025 | 133 | $620.2M |
| Maven Securities LTD | 0001633046 | Feb 14, 2025 | 290 | $621.4M |
| Advisors Preferred, LLC | 0001598841 | Jan 28, 2025 | 194 | $621.5M |
| Dynamic Technology Lab Private Ltd | 0001535387 | Feb 13, 2025 | 862 | $622.1M |
| Bordeaux Wealth Advisors LLC | 0001821271 | Jan 30, 2025 | 160 | $622.4M |
| Vantagepoint Investment Advisers LLC | 0001087912 | Jan 17, 2025 | 8 | $624.1M |
| Gratus Wealth Advisors, LLC | 0002022161 | Feb 13, 2025 | 127 | $624.9M |
| Northcape Capital Pty Ltd | 0001686776 | Jan 8, 2025 | 31 | $625.3M |
| Arvest Investments, Inc. | 0001025038 | Feb 11, 2025 | 164 | $625.5M |
| Arcadia Investment Management Corp. | 0001016972 | Feb 3, 2025 | 304 | $625.5M |
| Lake Street Private Wealth, LLC | 0001772031 | Jan 15, 2025 | 246 | $625.9M |
| SkyView Investment Advisors, LLC | 0001848237 | Jun 2, 2025 | 310 | $626.9M |
| Koch, Inc. | 0002027344 | Feb 27, 2025 | 5 | $627.2M |
| Artemis Wealth Advisors, LLC | 0001767435 | Feb 4, 2025 | 36 | $628.3M |
| Culbertson A N & Co. Inc. | 0001224890 | Jan 16, 2025 | 126 | $628.7M |
| NSI Retail Advisors, LLC | 0001866574 | Feb 14, 2025 | 19 | $629.0M |
| Fortress Investment Group LLC | 0001380393 | Feb 14, 2025 | 25 | $629.2M |
| Roble, Belko & Company, Inc | 0001642305 | Jan 14, 2025 | 420 | $629.3M |
| Ninepoint Partners LP | 0001715635 | Feb 10, 2025 | 87 | $629.4M |
| Fagan Associates, Inc. | 0001607866 | Feb 3, 2025 | 131 | $629.5M |
| Exchange Capital Management, Inc. | 0001317733 | Feb 4, 2025 | 211 | $629.6M |
| Cardinal Point Capital Management ULC | 0001950841 | Jan 14, 2025 | 84 | $629.9M |
| Legacy Edge Advisors, LLC | 0002105396 | Aug 17, 2026 | 177 | $630.0M |
| Blueprint Investment Partners LLC | 0001794467 | Feb 11, 2025 | 198 | $630.1M |
| Allen Operations LLC | 0001389544 | Feb 10, 2025 | 30 | $630.7M |
| EagleClaw Capital Managment, LLC | 0001607636 | Feb 7, 2025 | 139 | $630.8M |
| Siemens AG | 0000940418 | Feb 14, 2025 | 1 | $631.0M |
| New England Private Wealth Advisors LLC | 0001582813 | Feb 7, 2025 | 144 | $631.2M |
| Consolidated Portfolio Review Corp | 0001972835 | Jan 27, 2025 | 371 | $631.6M |
| CVA Family Office, LLC | 0001802084 | Jan 7, 2025 | 1,287 | $631.7M |
| TFC Financial Management, Inc. | 0001827844 | Jan 29, 2025 | 978 | $632.3M |
| Skba Capital Management LLC | 0000932024 | Feb 12, 2025 | 76 | $632.8M |
| Adams Natural Resources Fund, Inc. | 0000216851 | Feb 11, 2025 | 55 | $632.9M |
| Claret Asset Management Corp | 0001735513 | Feb 13, 2025 | 306 | $633.3M |
| Trustees of Columbia University in the City of New York | 0001420995 | Feb 14, 2025 | 13 | $633.7M |
| Riverstone Holdings LLC | 0001247497 | Feb 7, 2025 | 6 | $633.7M |
| Brandywine Trust Co. | 0001123803 | Feb 14, 2025 | 32 | $634.1M |
| Cooper Investors PTY Ltd. | 0001561728 | Apr 11, 2025 | 45 | $634.7M |
| Blue Edge Capital, LLC | 0001599620 | Feb 13, 2025 | 110 | $635.8M |
| Symphony Financial, Ltd. Co. | 0001800687 | Jan 24, 2025 | 222 | $636.4M |
| USA Financial Formulas | 0001633716 | Jan 14, 2025 | 286 | $636.4M |
| Harbor Advisors LLC | 0001687156 | Feb 11, 2025 | 192 | $636.5M |
| Bramshill Investments, LLC | 0001619899 | Feb 14, 2025 | 131 | $636.5M |
| Jmac Enterprises LLC | 0001907294 | Jan 29, 2025 | 167 | $637.1M |
| Cardinal Capital Management | 0001434845 | Jan 31, 2025 | 131 | $637.7M |
| K.J. Harrison & Partners Inc | 0001418359 | Feb 5, 2025 | 189 | $637.8M |
| Summit Street Capital Management, LLC | 0001595533 | Aug 4, 2025 | 30 | $638.0M |
| Goldstone Financial Group, LLC | 0002040021 | Jan 15, 2025 | 199 | $638.1M |
| 180 Wealth Advisors, LLC | 0001730817 | Jan 14, 2025 | 430 | $638.3M |
| Stockman Wealth Management, Inc. | 0001389400 | Jan 28, 2025 | 165 | $638.7M |
| Soros Capital Management LLC | 0001748240 | Feb 14, 2025 | 64 | $638.7M |
| Brio Consultants, LLC | 0001747799 | Jan 24, 2025 | 115 | $639.0M |
| Hanson & Doremus Investment Management | 0001393944 | Jan 23, 2025 | 453 | $639.3M |
| BlueSky Wealth Advisors, LLC | 0001704107 | Jan 16, 2025 | 74 | $639.7M |
| Laurel Wealth Advisors LLC | 0001757128 | Jan 14, 2025 | 734 | $639.9M |
| Affinity Asset Advisors, LLC | 0001773195 | Feb 13, 2025 | 75 | $640.1M |
| Rollins Financial Advisors, LLC | 0001884018 | Feb 13, 2025 | 135 | $640.3M |
| Power Corp of Canada | 0000801166 | Feb 14, 2025 | 1 | $640.3M |
| Strid Group, LLC | 0001625800 | Jan 28, 2025 | 60 | $640.6M |
| Occidental Asset Management, LLC | 0001770994 | Jan 15, 2025 | 213 | $640.6M |
| Makaira Partners LLC | 0001540866 | Feb 26, 2025 | 12 | $641.1M |
| Primavera Capital Management Ltd | 0001686305 | Feb 11, 2025 | 3 | $641.5M |
| Parker Investment Management, LLC | 0001672070 | Feb 7, 2025 | 32 | $641.6M |
| Total Wealth Planning, LLC | 0001762997 | Jan 15, 2025 | 93 | $642.1M |
| Viking Fund Management LLC | 0001169069 | Jan 17, 2025 | 132 | $642.3M |
| Alaska Wealth Advisors, LLC | 0001731601 | Jan 29, 2025 | 64 | $643.0M |