| Southeast Asset Advisors, LLC | 0001390003 | Feb 13, 2025 | 167 | $815.1M |
| Daido Life Insurance Co. | 0001173460 | Feb 7, 2025 | 6 | $815.0M |
| DDD Partners, LLC | 0001729673 | Jan 31, 2025 | 98 | $813.7M |
| Silchester International Investors LLP | 0001506409 | Jan 17, 2025 | 4 | $812.8M |
| CKW Financial Group | 0001600403 | Jan 22, 2025 | 250 | $812.7M |
| Parkwood LLC | 0001597823 | Feb 14, 2025 | 85 | $812.3M |
| Anson Funds Management LP | 0001491072 | Feb 14, 2025 | 127 | $809.9M |
| Fiducient Advisors LLC | 0001729866 | Feb 13, 2025 | 142 | $809.9M |
| Nemes Rush Group LLC | 0001982273 | Feb 12, 2025 | 726 | $808.9M |
| Rossmore Private Capital | 0001733082 | Feb 13, 2025 | 233 | $808.9M |
| Stillwater Capital Advisors, LLC | 0001482970 | Jan 16, 2025 | 69 | $808.5M |
| KWB Wealth | 0001822236 | Jan 14, 2025 | 141 | $806.9M |
| Root Financial Partners, LLC | 0001977181 | Jan 30, 2025 | 214 | $806.6M |
| WNY Asset Management, LLC | 0001803296 | Feb 21, 2025 | 219 | $806.6M |
| Financial Synergies Wealth Advisors, Inc. | 0002017868 | Jan 28, 2025 | 73 | $806.2M |
| Atom Investors LP | 0001738902 | Feb 14, 2025 | 481 | $805.0M |
| Abner Herrman & Brock LLC | 0001038661 | Jan 24, 2025 | 52 | $804.9M |
| Graves Light Lenhart Wealth, Inc. | 0001759803 | Jan 14, 2025 | 185 | $804.4M |
| Cutler Investment Counsel LLC | 0001285973 | Jan 31, 2025 | 128 | $803.8M |
| PKO Investment Management Joint-Stock Co | 0002059321 | Mar 13, 2025 | 156 | $803.5M |
| Strategies Wealth Advisors, LLC | 0001976435 | Feb 13, 2025 | 124 | $802.9M |
| Southernsun Asset Management, LLC | 0001089755 | Feb 14, 2025 | 30 | $802.7M |
| Pembroke Management, LTD | 0001063497 | Jan 31, 2025 | 60 | $802.0M |
| Bedrijfstakpensioenfonds Voor DE Media Pno | 0001274196 | Jan 17, 2025 | 40 | $801.7M |
| Counterpoint Mutual Funds LLC | 0001698461 | Feb 10, 2025 | 274 | $801.1M |
| Oaktop Capital Management Ii, L.P. | 0001550660 | Feb 14, 2025 | 15 | $800.8M |
| Global X Japan Co., Ltd. | 0002027450 | Jan 28, 2025 | 276 | $800.6M |
| Divisadero Street Capital Management, LP | 0001901865 | Feb 14, 2025 | 81 | $799.9M |
| Lodestar Private Asset Management LLC | 0001963040 | Jan 28, 2025 | 212 | $799.7M |
| HCR Wealth Advisors | 0001697715 | Jan 14, 2025 | 228 | $798.2M |
| Spirepoint Private Client, LLC | 0002022908 | Jan 27, 2025 | 220 | $797.9M |
| Institute for Wealth Management, LLC. | 0001533954 | Jan 23, 2025 | 505 | $796.4M |
| Red Cedar Investment Management, LLC | 0001734398 | Jan 30, 2025 | 76 | $795.9M |
| Capital Advisors, Ltd. LLC | 0001597878 | Feb 4, 2025 | 1,537 | $793.3M |
| Romano Brothers and Company | 0000200648 | Jan 16, 2025 | 302 | $792.4M |
| Trivium Point Advisory, LLC | 0001766564 | Feb 13, 2025 | 338 | $792.1M |
| Professional Advisory Services Inc. | 0000894205 | Jan 15, 2025 | 78 | $791.7M |
| Jackson Thornton Wealth Management, LLC | 0001903880 | Feb 11, 2025 | 87 | $791.2M |
| Financial Management Professionals, Inc. | 0001568132 | Jan 15, 2025 | 984 | $791.1M |
| Alley Investment Management Company, LLC | 0001917618 | Feb 6, 2025 | 84 | $790.6M |
| Sone Capital Management, LLC | 0002026215 | Feb 14, 2025 | 113 | $790.4M |
| OLP CAPITAL MANAGEMENT Ltd | 0001738126 | Feb 14, 2025 | 7 | $790.3M |
| Portland Global Advisors LLC | 0001504941 | Feb 12, 2025 | 134 | $790.2M |
| Barlow Wealth Partners, LLC | 0001999928 | Jan 17, 2025 | 136 | $790.2M |
| DiNuzzo Private Wealth, Inc. | 0001994563 | Jan 23, 2025 | 1,413 | $790.0M |
| 1834 Investment Advisors Co. | 0001138486 | Jan 21, 2025 | 210 | $789.9M |
| Linden Thomas Advisory Services, LLC | 0001965702 | Jan 21, 2025 | 469 | $789.0M |
| Mufg Securities Americas Inc. | 0000867626 | Feb 14, 2025 | 512 | $788.9M |
| Sloy Dahl & Holst, LLC | 0001690295 | Jan 27, 2025 | 109 | $788.5M |
| Pekin Hardy Strauss, Inc. | 0001020317 | Feb 4, 2025 | 359 | $788.3M |
| Planning Center, Inc. | 0001910966 | Jan 23, 2025 | 68 | $788.3M |
| Nottingham Advisors, Inc. | 0001093276 | Feb 12, 2025 | 130 | $788.2M |
| Cabot Wealth Management Inc. | 0001016683 | Feb 4, 2025 | 128 | $787.5M |
| Opus Capital Group, LLC | 0001330325 | Jan 31, 2025 | 120 | $787.4M |
| Atlas Capital Advisors Inc. | 0001434165 | Feb 12, 2025 | 927 | $785.8M |
| McIlrath & Eck, LLC | 0001701714 | Feb 18, 2025 | 973 | $784.4M |
| Altfest L J & Co. Inc. | 0000712050 | Feb 7, 2025 | 326 | $784.1M |
| State of Wyoming | 0001821626 | Feb 14, 2025 | 1,588 | $783.9M |
| Signet Financial Management, LLC | 0001600307 | Jan 13, 2025 | 268 | $783.5M |
| Burns J W & Co. Inc. | 0001047339 | Jan 13, 2025 | 188 | $783.2M |
| Global Endowment Management, LP | 0001512237 | Feb 13, 2025 | 140 | $781.8M |
| Battery Management Corp. | 0001548594 | Feb 6, 2025 | 7 | $781.4M |
| Rockbridge Investment Management, LCC | 0001821984 | Feb 12, 2025 | 132 | $780.3M |
| Continuum Advisory, LLC | 0001846532 | Feb 18, 2025 | 1,856 | $780.0M |
| Newbrook Capital Advisors LP | 0001389875 | Feb 14, 2025 | 19 | $779.9M |
| Community Bank, N.A. | 0001632187 | Feb 11, 2025 | 389 | $779.8M |
| LVZ, Inc. | 0001574408 | Feb 6, 2025 | 149 | $779.8M |
| RTD Financial Advisors, Inc. | 0001810555 | Jan 21, 2025 | 113 | $779.5M |
| Great Waters Wealth Management | 0001964535 | Jan 17, 2025 | 112 | $779.3M |
| GPS Wealth Strategies Group, LLC | 0001731837 | Jan 24, 2025 | 1,378 | $779.0M |
| Adams Asset Advisors, LLC | 0001386929 | Jan 13, 2025 | 77 | $779.0M |
| Canyon Capital Advisors LLC | 0001074034 | Feb 14, 2025 | 12 | $778.9M |
| Absolute Investment Advisers, LLC | 0001316187 | Jan 24, 2025 | 121 | $777.5M |
| Sixth Street Partners Management Company, L.P. | 0001812095 | Feb 12, 2025 | 19 | $777.3M |
| Conifer Management, L.L.C. | 0001773994 | Feb 14, 2025 | 6 | $775.8M |
| Ullmann Wealth Partners Group, LLC | 0001697725 | Jan 15, 2025 | 137 | $775.0M |
| Great Lakes Retirement, Inc. | 0001801667 | Jan 29, 2025 | 204 | $774.4M |
| Night Owl Capital Management, LLC | 0001410833 | Feb 14, 2025 | 28 | $774.2M |
| Provenance Wealth Advisors, LLC | 0002081584 | Aug 15, 2025 | 554 | $774.0M |
| Aperture Investors, LLC | 0001787596 | Feb 14, 2025 | 71 | $773.9M |
| JGP Wealth Management, LLC | 0001748278 | Jan 15, 2025 | 180 | $773.6M |
| SYM FINANCIAL Corp | 0000764739 | Jan 24, 2025 | 333 | $773.6M |
| Philip James Wealth Mangement, LLC | 0002002630 | Jan 31, 2025 | 172 | $773.5M |
| BTG Pactual Asset Management US LLC | 0001569579 | Feb 13, 2025 | 246 | $773.0M |
| Mason Street Advisors, LLC | 0001167711 | Feb 10, 2025 | 12 | $772.6M |
| Triple Frond Partners LLC | 0001454502 | Feb 11, 2025 | 9 | $772.5M |
| Atika Capital Management LLC | 0001599731 | Feb 13, 2025 | 73 | $772.3M |
| Waycross Partners, LLC | 0001844873 | Jan 31, 2025 | 63 | $772.1M |
| Tanager Wealth Management LLP | 0001892929 | Jan 27, 2025 | 118 | $770.7M |
| Luxor Capital Group, LP | 0001316580 | Feb 14, 2025 | 41 | $770.6M |
| Stansberry Asset Management, LLC | 0001725910 | Feb 14, 2025 | 123 | $770.3M |
| Violich Capital Management, Inc. | 0001326766 | Jan 29, 2025 | 107 | $768.8M |
| Beacon Capital Management, LLC | 0001921487 | Jan 30, 2025 | 1,072 | $768.5M |
| Oak Root LLC | 0002027377 | Jan 30, 2025 | 15 | $768.1M |
| Baldwin Investment Management, LLC | 0001346378 | Feb 14, 2025 | 199 | $767.9M |
| Teamwork Financial Advisors, LLC | 0001629931 | Jan 17, 2025 | 160 | $767.7M |
| Mattern Capital Management, LLC | 0001803227 | Feb 3, 2025 | 160 | $767.4M |
| Cascade Financial Partners, LLC | 0002021208 | Feb 7, 2025 | 247 | $767.4M |
| Ethos Financial Group, LLC | 0001954242 | Feb 6, 2025 | 397 | $767.1M |
| Rodgers Brothers Inc. | 0001397290 | Feb 12, 2025 | 230 | $766.7M |