| Brandywine Trust Co. | 0001123803 | May 15, 2025 | 35 | $645.0M |
| BlueSky Wealth Advisors, LLC | 0001704107 | Apr 21, 2025 | 73 | $645.2M |
| Fox Run Management, L.L.C. | 0001533457 | May 13, 2025 | 870 | $645.6M |
| Cardinal Capital Management | 0001434845 | Apr 18, 2025 | 132 | $645.7M |
| Portfolio Strategies, Inc. | 0001753271 | Apr 22, 2025 | 47 | $645.8M |
| GCM Grosvenor Holdings, LLC | 0001939480 | May 15, 2025 | 19 | $646.1M |
| New England Private Wealth Advisors LLC | 0001582813 | May 8, 2025 | 147 | $646.7M |
| Sanders Morris Harris LLC | 0001053994 | Apr 9, 2025 | 288 | $647.4M |
| Financial Partners Group, Inc | 0001731169 | May 6, 2025 | 190 | $647.8M |
| Capital Planning Advisors, LLC | 0001631941 | May 12, 2025 | 135 | $647.8M |
| Hunter Associates Investment Management LLC | 0001380137 | Apr 30, 2025 | 247 | $648.0M |
| John G Ullman & Associates Inc. | 0000919530 | May 6, 2025 | 170 | $648.4M |
| GR Financial Group, LLC | 0002011751 | Apr 28, 2025 | 21 | $648.7M |
| LS Investment Advisors, LLC | 0001455845 | Apr 10, 2025 | 129 | $649.8M |
| Ae Industrial Partners, LP | 0001880785 | Aug 22, 2025 | 4 | $649.9M |
| Stanley-Laman Group, Ltd. | 0001601489 | Apr 16, 2025 | 282 | $649.9M |
| Legacy Financial Group LLC | 0001834011 | Apr 10, 2025 | 111 | $650.1M |
| Pandi, LLC | 0002058702 | May 6, 2025 | 4 | $651.1M |
| Atika Capital Management LLC | 0001599731 | May 14, 2025 | 53 | $651.3M |
| Phocas Financial Corp. | 0001356783 | May 9, 2025 | 145 | $652.2M |
| Planning Alternatives Ltd. | 0000712011 | May 9, 2025 | 76 | $652.3M |
| CVA Family Office, LLC | 0001802084 | Apr 16, 2025 | 1,387 | $652.4M |
| Consolidated Investment Group LLC | 0001556168 | Apr 22, 2025 | 68 | $652.5M |
| TFC Financial Management, Inc. | 0001827844 | Apr 24, 2025 | 958 | $653.2M |
| Total Wealth Planning, LLC | 0001762997 | Apr 15, 2025 | 91 | $653.7M |
| Two Sigma Securities, LLC | 0001450144 | May 15, 2025 | 1,385 | $654.1M |
| Nottingham Advisors, Inc. | 0001093276 | May 7, 2025 | 117 | $654.3M |
| Lee Financial Co | 0001391166 | May 13, 2025 | 145 | $654.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0001599852 | May 15, 2025 | 151 | $655.3M |
| CloudAlpha Capital Management Limited/Hong Kong | 0001745907 | May 7, 2025 | 32 | $655.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0001748861 | Apr 21, 2025 | 443 | $655.8M |
| D'Orazio & Associates, Inc. | 0001646821 | Apr 17, 2025 | 253 | $656.0M |
| Jamison Private Wealth Management, Inc. | 0002006637 | Apr 22, 2025 | 195 | $656.1M |
| Wealth Management Nebraska | 0002042783 | May 15, 2025 | 74 | $657.4M |
| Mayflower Financial Advisors, LLC | 0001852930 | May 2, 2025 | 386 | $657.5M |
| Aperture Investors, LLC | 0001787596 | May 15, 2025 | 75 | $657.8M |
| 2Xideas AG | 0001843587 | May 15, 2025 | 61 | $658.1M |
| BSW Wealth Partners | 0001512601 | Apr 24, 2025 | 306 | $658.6M |
| Fort Sheridan Advisors LLC | 0001606666 | May 1, 2025 | 248 | $658.8M |
| Steel Grove Capital Advisors, LLC | 0001166308 | Apr 21, 2025 | 167 | $659.4M |
| Cullen Investment Group, LTD. | 0000797203 | Apr 1, 2025 | 173 | $659.4M |
| Irenic Capital Management LP | 0001929389 | May 15, 2025 | 22 | $659.6M |
| Passaic Partners LLC | 0001905809 | May 15, 2025 | 13 | $659.6M |
| Conifer Management, L.L.C. | 0001773994 | May 15, 2025 | 5 | $659.7M |
| King Wealth Management Group | 0001568235 | May 8, 2025 | 157 | $659.7M |
| Goldstone Financial Group, LLC | 0002040021 | Apr 16, 2025 | 202 | $660.6M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0000932724 | May 14, 2025 | 251 | $661.5M |
| Occidental Asset Management, LLC | 0001770994 | May 15, 2025 | 246 | $662.3M |
| Mark Asset Management LP | 0000860176 | May 15, 2025 | 44 | $664.4M |
| Abacus Wealth Partners, LLC | 0001978011 | May 8, 2025 | 90 | $664.7M |
| SkyView Investment Advisors, LLC | 0001848237 | Aug 15, 2025 | 330 | $665.1M |
| Pinnacle Wealth Planning Services, Inc. | 0001726752 | May 15, 2025 | 399 | $665.2M |
| Broad Bay Capital Management, LP | 0001759115 | May 15, 2025 | 21 | $665.5M |
| Black Diamond Financial, LLC | 0001759236 | Apr 30, 2025 | 146 | $665.9M |
| Thompson Investment Management, Inc. | 0001277279 | Apr 15, 2025 | 483 | $667.2M |
| Permian Investment Partners, LP | 0001472850 | May 15, 2025 | 8 | $667.9M |
| Qtron Investments LLC | 0001768099 | May 13, 2025 | 377 | $668.1M |
| Condire Management, LP | 0001847739 | May 15, 2025 | 22 | $668.8M |
| Johnson Bixby & Associates, LLC | 0001844238 | Apr 23, 2025 | 115 | $668.8M |
| TT International Asset Management LTD | 0001809187 | Apr 22, 2025 | 54 | $669.6M |
| Manchester Global Management (UK) Ltd | 0001965104 | May 15, 2025 | 21 | $669.8M |
| Redwood Capital Management, LLC | 0001316622 | May 15, 2025 | 13 | $669.9M |
| One Wealth Advisors, LLC | 0001725297 | May 6, 2025 | 281 | $669.9M |
| Turtle Creek Wealth Advisors, LLC | 0002007171 | May 1, 2025 | 118 | $670.2M |
| Capital Investment Counsel, Inc | 0001418421 | Apr 28, 2025 | 244 | $670.6M |
| Quantum Financial Advisors, LLC | 0001929139 | Apr 9, 2025 | 175 | $670.9M |
| Auxier Asset Management LLC | 0001105863 | May 14, 2025 | 172 | $670.9M |
| Torray Investment Partners LLC | 0000098758 | May 8, 2025 | 101 | $671.3M |
| Skba Capital Management LLC | 0000932024 | May 13, 2025 | 86 | $672.0M |
| McGuire Investment Group, LLC | 0001756959 | Apr 25, 2025 | 111 | $673.0M |
| Pureheart Capital Pte Ltd. | 0002087977 | Sep 30, 2025 | 7 | $673.0M |
| Golden State Wealth Management, LLC | 0001776033 | Apr 24, 2025 | 1,588 | $673.0M |
| Dillon & Associates Inc. | 0001054425 | May 12, 2025 | 78 | $673.1M |
| Cim, LLC | 0001364725 | Jun 5, 2025 | 159 | $673.1M |
| Camden National Bank | 0001697855 | May 13, 2025 | 162 | $673.1M |
| Patton Albertson Miller Group, LLC | 0001511037 | May 22, 2025 | 214 | $673.4M |
| Fine Capital Partners, L.P. | 0001339161 | May 15, 2025 | 1 | $674.5M |
| Stockman Wealth Management, Inc. | 0001389400 | Apr 17, 2025 | 166 | $675.4M |
| Bain Capital Life Sciences Investors, LLC | 0001703031 | May 15, 2025 | 24 | $675.9M |
| Red Door Wealth Management, LLC | 0001783599 | Apr 25, 2025 | 237 | $676.3M |
| Keebeck Wealth Management | 0001803675 | May 15, 2025 | 271 | $676.8M |
| Dean Investment Associates, LLC | 0000846797 | May 13, 2025 | 212 | $677.0M |
| DE Burlo Group Inc. | 0001134288 | May 7, 2025 | 77 | $677.3M |
| 12 West Capital Management LP | 0001540531 | May 15, 2025 | 17 | $677.6M |
| B&D White Capital Company, LLC | 0001752523 | May 14, 2025 | 53 | $678.3M |
| Parkside Investments, LLC | 0001706248 | Apr 16, 2025 | 91 | $679.4M |
| Beach Investment Counsel Inc. | 0001058800 | Apr 14, 2025 | 117 | $679.4M |
| Trigran Investments, Inc. | 0001336800 | May 13, 2025 | 16 | $679.6M |
| Adams Natural Resources Fund, Inc. | 0000216851 | Apr 23, 2025 | 52 | $679.8M |
| George Kaiser Family Foundation | 0001265376 | May 13, 2025 | 68 | $680.5M |
| Arkos Global Advisors | 0001769089 | May 15, 2025 | 129 | $680.7M |
| Southern Farm Bureau Life Insurance | 0001831944 | May 15, 2025 | 16 | $681.2M |
| Marietta Wealth Management, LLC | 0001697847 | Apr 22, 2025 | 108 | $681.2M |
| Criteria Caixa, S.A.U. | 0002018922 | May 15, 2025 | 13 | $681.5M |
| Main Management Fund Advisors LLC | 0001862787 | May 15, 2025 | 6 | $682.3M |
| Archford Capital Strategies, LLC | 0001606609 | Apr 23, 2025 | 289 | $682.8M |
| Absolute Investment Advisers, LLC | 0001316187 | Apr 29, 2025 | 112 | $683.3M |
| Goldstein Advisors, LLC | 0001963807 | Apr 23, 2025 | 202 | $684.0M |
| Technology Crossover Management X, Ltd. | 0001787727 | May 9, 2025 | 6 | $684.3M |
| Hanson & Doremus Investment Management | 0001393944 | Apr 17, 2025 | 467 | $684.6M |