| WFM ASIA (BVI) Ltd | 0001632574 | Nov 8, 2024 | 6 | $905.4M |
| Middleton & Co. Inc. | 0000919497 | Oct 23, 2024 | 166 | $905.0M |
| Nottingham Advisors, Inc. | 0001093276 | Oct 16, 2024 | 145 | $904.3M |
| Southeast Asset Advisors, LLC | 0001390003 | Nov 13, 2024 | 166 | $904.2M |
| Orange Investment Advisors, Inc. | 0000943442 | Oct 25, 2024 | 174 | $903.6M |
| Heartwood Wealth Advisors LLC | 0001794935 | Oct 7, 2024 | 174 | $903.3M |
| Certified Advisory Corp | 0001731732 | Nov 12, 2024 | 297 | $902.6M |
| Clean Energy Transition LLP | 0001911523 | Nov 14, 2024 | 11 | $902.4M |
| Van Cleef Asset Management,Inc | 0001482935 | Nov 4, 2024 | 122 | $901.1M |
| SOL Capital Management CO | 0001339270 | Oct 22, 2024 | 310 | $900.5M |
| Means Investment Co., Inc. | 0000701516 | Oct 18, 2024 | 203 | $900.1M |
| Leuthold Group, LLC | 0001170152 | Oct 24, 2024 | 172 | $899.6M |
| Matrix Asset Advisors Inc. | 0001016287 | Oct 10, 2024 | 102 | $899.1M |
| Bruni J V & Co. | 0001078841 | Nov 7, 2024 | 30 | $897.2M |
| CCM Investment Advisers LLC | 0000931097 | Oct 9, 2024 | 77 | $896.9M |
| Griffin Asset Management, Inc. | 0000883803 | Oct 15, 2024 | 211 | $894.0M |
| Logos Global Management LP | 0001792126 | Nov 14, 2024 | 53 | $892.7M |
| Total Investment Management Inc. | 0001068804 | Nov 5, 2024 | 71 | $892.6M |
| Styrax Capital, LP | 0001904897 | Nov 14, 2024 | 7 | $891.6M |
| Azzad Asset Management Inc. | 0001121914 | Oct 7, 2024 | 307 | $891.0M |
| Cypress Capital Group | 0001341748 | Nov 8, 2024 | 310 | $889.8M |
| Penn Davis McFarland Inc. | 0001108893 | Oct 18, 2024 | 77 | $889.1M |
| One Day In July LLC | 0001823172 | Nov 5, 2024 | 136 | $889.0M |
| Summit Financial Strategies, Inc. | 0001625246 | Oct 16, 2024 | 149 | $888.3M |
| Phocas Financial Corp. | 0001356783 | Nov 7, 2024 | 138 | $887.2M |
| First Trust Investment Solutions L.P. | 0001996718 | Nov 13, 2024 | 272 | $887.2M |
| Twin Capital Management Inc. | 0001059187 | Nov 12, 2024 | 295 | $886.2M |
| Harvey Investment Co. LLC | 0001162781 | Oct 22, 2024 | 102 | $885.9M |
| PSG Equity L.L.C. | 0001865991 | Nov 6, 2024 | 1 | $885.4M |
| Tremblant Capital Group | 0001353312 | Nov 14, 2024 | 39 | $885.3M |
| Maven Securities LTD | 0001633046 | Nov 14, 2024 | 286 | $884.9M |
| Forte Capital LLC | 0001022314 | Oct 31, 2024 | 236 | $884.0M |
| Wealth Architects, LLC | 0001611518 | Oct 31, 2024 | 214 | $883.6M |
| Clear Creek Financial Management, LLC | 0001784235 | Oct 29, 2024 | 458 | $883.4M |
| Cat Rock Capital Management LP | 0001654648 | Nov 14, 2024 | 12 | $882.6M |
| Elequin Capital, LP | 0001810873 | Nov 14, 2024 | 374 | $881.6M |
| LVM Capital Management Ltd. | 0001053054 | Oct 3, 2024 | 142 | $878.8M |
| Sentinel Trust Co. Lba | 0001114739 | Oct 15, 2024 | 139 | $878.3M |
| Suncoast Equity Management | 0001315059 | Oct 21, 2024 | 74 | $877.4M |
| Harbour Trust & Investment Management Co | 0002003557 | Oct 23, 2024 | 159 | $877.3M |
| 140 Summer Partners LP | 0001820788 | Nov 13, 2024 | 18 | $876.4M |
| P2 Capital Partners, LLC | 0001406313 | Nov 14, 2024 | 15 | $875.8M |
| Carrhae Capital LLP | 0001555254 | Oct 18, 2024 | 22 | $875.5M |
| Summit Asset Management, LLC | 0001509974 | Nov 6, 2024 | 166 | $874.6M |
| Buckingham Capital Management, Inc. | 0001567634 | Nov 4, 2024 | 141 | $874.3M |
| Berkshire Money Management, Inc. | 0001535172 | Oct 16, 2024 | 40 | $873.7M |
| Conifer Management, L.L.C. | 0001773994 | Nov 14, 2024 | 6 | $873.6M |
| Rock Creek Group LLC | 0001484067 | Nov 12, 2024 | 45 | $872.3M |
| HITE Hedge Asset Management LLC | 0001568939 | Nov 14, 2024 | 85 | $870.2M |
| Headlands Technologies LLC | 0001570271 | Nov 12, 2024 | 1,142 | $869.8M |
| Harvey Partners, LLC | 0001406484 | Nov 14, 2024 | 42 | $869.5M |
| Tanglewood Wealth Management, Inc. | 0001454308 | Oct 28, 2024 | 36 | $867.9M |
| Perseverance Asset Management International | 0001802695 | Nov 14, 2024 | 17 | $867.8M |
| Heck Capital Advisors, LLC | 0002046227 | May 19, 2025 | 199 | $867.4M |
| James Investment Research, Inc. | 0000810384 | Oct 29, 2024 | 332 | $866.6M |
| Syntegra Private Wealth Group, LLC | 0001964298 | Oct 22, 2024 | 152 | $865.8M |
| Fiducient Advisors LLC | 0001729866 | Oct 25, 2024 | 145 | $865.8M |
| Archon Partners LLC | 0001454424 | Nov 14, 2024 | 39 | $864.6M |
| Vista Capital Partners, Inc. | 0001486946 | Oct 31, 2024 | 109 | $864.2M |
| Crewe Advisors LLC | 0001730033 | Nov 12, 2024 | 713 | $862.2M |
| GFI Investment Counsel Ltd. | 0001688774 | Jun 10, 2025 | 20 | $861.8M |
| CastleKnight Management LP | 0001835751 | Nov 14, 2024 | 322 | $860.8M |
| Randolph Co Inc | 0001475150 | Oct 16, 2024 | 42 | $860.6M |
| Bfsg, LLC | 0001706836 | Oct 16, 2024 | 639 | $860.5M |
| United Bank | 0001286478 | Nov 15, 2024 | 142 | $859.3M |
| 1834 Investment Advisors Co. | 0001138486 | Oct 30, 2024 | 213 | $859.1M |
| Maplelane Capital, LLC | 0001512173 | Nov 14, 2024 | 46 | $858.3M |
| WNY Asset Management, LLC | 0001803296 | Nov 12, 2024 | 231 | $856.7M |
| Apriem Advisors | 0001425165 | Nov 14, 2024 | 175 | $856.2M |
| Global Strategic Investment Solutions, LLC | 0001760076 | Oct 31, 2024 | 148 | $855.6M |
| Onex Canada Asset Management Inc. | 0000905790 | Nov 14, 2024 | 110 | $854.6M |
| Quest Investment Management LLC | 0001036248 | Nov 13, 2024 | 83 | $854.5M |
| Manchester Capital Management LLC | 0001393389 | Nov 5, 2024 | 1,175 | $854.1M |
| Bayesian Capital Management, LP | 0001632551 | Nov 14, 2024 | 642 | $853.4M |
| Falcon Wealth Planning | 0001839850 | Oct 30, 2024 | 151 | $851.5M |
| Alera Investment Advisors, LLC | 0001759485 | Nov 14, 2024 | 291 | $851.4M |
| Mantle Ridge LP | 0001695459 | Nov 14, 2024 | 1 | $851.2M |
| Coastline Trust Co | 0001324279 | Nov 6, 2024 | 429 | $851.1M |
| Clarity Financial LLC | 0001862145 | Oct 30, 2024 | 153 | $850.7M |
| FORA Capital, LLC | 0001742435 | Nov 13, 2024 | 421 | $850.4M |
| Leonteq Securities AG | 0001535950 | Mar 4, 2026 | 1,125 | $849.7M |
| Integral Health Asset Management, LLC | 0001773206 | Nov 14, 2024 | 63 | $849.4M |
| PPSC Investment Service Corp | 0001964389 | Nov 1, 2024 | 6 | $848.7M |
| American National Bank & Trust | 0001272164 | Oct 2, 2024 | 474 | $848.5M |
| Galileo (PTC) Ltd | 0001740858 | Nov 8, 2024 | 6 | $847.7M |
| Norden Group LLC | 0001990699 | Oct 17, 2024 | 510 | $847.3M |
| Bard Financial Services, Inc. | 0001850858 | Nov 20, 2024 | 212 | $847.2M |
| Spectrum Wealth Counsel, LLC | 0002011274 | Nov 8, 2024 | 382 | $846.7M |
| Toth Financial Advisory Corp. | 0000866780 | Oct 21, 2024 | 705 | $846.6M |
| 8 Knots Management, LLC | 0001849457 | Nov 14, 2024 | 17 | $846.6M |
| Bell Bank | 0001002672 | Nov 6, 2024 | 177 | $845.2M |
| Southernsun Asset Management, LLC | 0001089755 | Nov 14, 2024 | 29 | $843.7M |
| FourThought Financial Partners, LLC | 0001956790 | Nov 13, 2024 | 174 | $843.0M |
| KLCM Advisors, Inc. | 0001166620 | Nov 7, 2024 | 170 | $842.6M |
| Discerene Group LP | 0001632958 | Nov 8, 2024 | 11 | $842.5M |
| Argent Financial Group, Inc. | 0001521234 | Nov 13, 2024 | 300 | $842.5M |
| NJ State Employees Deferred Compensation Plan | 0001483259 | Nov 4, 2024 | 474 | $842.0M |
| Isthmus Partners, LLC | 0001639666 | Nov 14, 2024 | 195 | $841.7M |
| Fidelis Capital Partners, LLC | 0001962755 | Oct 25, 2024 | 411 | $839.7M |
| Aaron Wealth Advisors LLC | 0001812198 | Oct 17, 2024 | 427 | $839.6M |