| Allen Mooney & Barnes Investment Advisors LLC | 0002001461 | Jan 14, 2025 | 149 | $592.8M |
| FCPM III Services B.V. | 0002013410 | Feb 14, 2025 | 8 | $592.4M |
| Sompo Asset Management Co., Ltd. | 0001533504 | Feb 14, 2025 | 192 | $592.0M |
| Physician Wealth Advisors, Inc. | 0001795173 | Feb 12, 2025 | 1,148 | $591.8M |
| Kavar Capital Partners Group, LLC | 0001841766 | Jan 22, 2025 | 175 | $591.8M |
| GR Financial Group, LLC | 0002011751 | Feb 6, 2025 | 24 | $591.3M |
| Crestview Partners II GP, L.P. | 0001505639 | Feb 14, 2025 | 3 | $590.5M |
| Baron Silver Stevens Financial Advisors, LLC | 0001851395 | Jan 17, 2025 | 127 | $589.2M |
| P2 Capital Partners, LLC | 0001406313 | Feb 14, 2025 | 11 | $588.8M |
| Octagon Capital Advisors LP | 0001839435 | Feb 14, 2025 | 31 | $587.9M |
| Hoey Investments, Inc. | 0001799544 | Feb 12, 2025 | 362 | $587.7M |
| Faithward Advisors, LLC | 0001695078 | Feb 13, 2025 | 253 | $587.3M |
| Peninsula Wealth, LLC | 0001600052 | Feb 13, 2025 | 105 | $586.7M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0000932724 | Feb 13, 2025 | 250 | $586.2M |
| Masters Capital Management LLC | 0001104186 | Feb 14, 2025 | 38 | $586.1M |
| New England Asset Management Inc. | 0001004244 | Feb 14, 2025 | 121 | $585.5M |
| Embree Financial Group | 0002020860 | Jan 21, 2025 | 193 | $585.5M |
| Kingdon Capital Management, L.L.C. | 0001000097 | Feb 14, 2025 | 58 | $585.1M |
| Thrive Capital Management, LLC | 0001765681 | Feb 14, 2025 | 4 | $584.8M |
| Ironwood Investment Counsel, LLC | 0001330463 | Feb 10, 2025 | 246 | $584.4M |
| DLD Asset Management, LP | 0001578299 | Feb 12, 2025 | 52 | $584.0M |
| Insight Advisors, LLC/ PA | 0001844880 | Jan 27, 2025 | 283 | $583.8M |
| JBF Capital, Inc. | 0001483864 | Feb 13, 2025 | 68 | $583.4M |
| Cannon Financial Strategists, Inc. | 0002031123 | Feb 3, 2025 | 96 | $583.3M |
| Magnolia Group, LLC | 0001618376 | Feb 10, 2025 | 10 | $582.9M |
| CRA Financial Services, LLC | 0001765594 | Jan 31, 2025 | 267 | $582.8M |
| Monarch Alternative Capital LP | 0001281084 | Feb 14, 2025 | 6 | $582.6M |
| Towle & Co. | 0001224014 | Feb 14, 2025 | 52 | $581.8M |
| Technology Crossover Management VIII, Ltd. | 0001626282 | Feb 11, 2025 | 5 | $581.2M |
| Versor Investments LP | 0001650301 | Feb 5, 2025 | 725 | $580.1M |
| Mirova | 0001767843 | Feb 13, 2025 | 129 | $579.5M |
| SJS Investment Consulting Inc. | 0001894302 | Jan 21, 2025 | 1,599 | $579.1M |
| St. James Investment Company, LLC | 0001504492 | Feb 12, 2025 | 29 | $579.0M |
| King Street Capital Management, L.P. | 0001218199 | Feb 14, 2025 | 14 | $578.6M |
| Capital Insight Partners, LLC | 0001664385 | Jan 24, 2025 | 156 | $578.5M |
| Eagle Strategies LLC | 0001907666 | Feb 14, 2025 | 215 | $577.8M |
| Intellus Advisors LLC | 0002055137 | Feb 11, 2025 | 118 | $577.8M |
| Kentucky Retirement Systems Insurance Trust Fund | 0001584686 | Jan 31, 2025 | 459 | $577.7M |
| Montecito Bank & Trust | 0001422508 | Jan 21, 2025 | 275 | $577.4M |
| Schmidt P J Investment Management Inc. | 0001008895 | Jan 27, 2025 | 184 | $576.5M |
| Joho Capital LLC | 0001106500 | Feb 14, 2025 | 10 | $576.3M |
| Front Street Capital Management, Inc. | 0001683182 | Feb 13, 2025 | 68 | $575.7M |
| Serenus Wealth Advisors, LLC | 0002053695 | Jan 28, 2025 | 60 | $575.4M |
| Matrix Trust Co | 0001784277 | Jan 13, 2025 | 251 | $575.4M |
| James J. Burns & Company, LLC | 0001949059 | Jan 27, 2025 | 147 | $575.1M |
| Greystone Financial Group, LLC | 0001845302 | Feb 3, 2025 | 95 | $574.9M |
| Horizon Wealth Management, LLC | 0001815123 | Jan 13, 2025 | 102 | $574.8M |
| North Point Portfolio Managers Corp. | 0001105344 | Jan 22, 2025 | 69 | $574.7M |
| 400 Capital Management LLC | 0001909739 | Feb 14, 2025 | 1 | $574.6M |
| Gilman Hill Asset Management, LLC | 0001551969 | Jan 16, 2025 | 219 | $574.4M |
| Newtyn Management, LLC | 0001569241 | Feb 14, 2025 | 33 | $574.3M |
| Yelin Lapidot Holdings Management Ltd. | 0001590495 | Feb 5, 2025 | 99 | $574.3M |
| Evelyn Partners Investment Management Services Ltd | 0002065205 | Dec 11, 2025 | 277 | $573.5M |
| Oarsman Capital, Inc. | 0001569667 | Feb 13, 2025 | 901 | $573.2M |
| Financial Advisory Corp | 0001813369 | Feb 26, 2025 | 40 | $573.1M |
| Akuna Securities LLC | 0001529090 | Feb 11, 2025 | 4 | $573.1M |
| Hudock, Inc. | 0001543536 | Jan 29, 2025 | 175 | $572.6M |
| OAKMONT Corp | 0000924171 | Feb 12, 2025 | 28 | $571.9M |
| Value Holdings Management Co. LLC | 0001695658 | Jan 15, 2025 | 34 | $571.7M |
| JAT Capital Mgmt LP | 0001834438 | Feb 14, 2025 | 36 | $571.4M |
| Opaleye Management Inc. | 0001595855 | Feb 14, 2025 | 39 | $571.4M |
| Dow Chemical Co. | 0000029915 | Feb 13, 2025 | 4 | $571.1M |
| Mitchell Capital Management Co. | 0001080351 | Feb 5, 2025 | 107 | $571.0M |
| Carronade Capital Management, LP | 0001866872 | Aug 19, 2025 | 28 | $570.9M |
| Polymer Capital Management (HK) LTD | 0001970465 | Feb 13, 2025 | 167 | $570.8M |
| Crane Advisory, LLC | 0001951283 | Jan 14, 2025 | 44 | $570.5M |
| Founders Capital Management, LLC | 0001585828 | Jan 24, 2025 | 73 | $570.3M |
| Robotti Robert | 0001105838 | Feb 12, 2025 | 64 | $569.8M |
| CFO4Life Group, LLC | 0001706351 | Feb 10, 2025 | 219 | $569.2M |
| Summit Asset Management, LLC | 0001509974 | Feb 4, 2025 | 161 | $569.2M |
| White Lighthouse Investment Management Inc. | 0001727593 | Feb 4, 2025 | 133 | $569.2M |
| Gleason Group, Inc. | 0001822632 | Jan 13, 2025 | 196 | $569.0M |
| GC Wealth Management RIA, LLC | 0002011169 | Feb 7, 2025 | 289 | $569.0M |
| Abacus Planning Group, Inc. | 0001602730 | Feb 3, 2025 | 223 | $568.6M |
| Olstein Capital Management, L.P. | 0000947996 | Jan 21, 2025 | 98 | $568.5M |
| Howard Hughes Medical Institute | 0000810386 | Feb 14, 2025 | 2 | $568.4M |
| Golden Unicorn (BVI) Ltd | 0002078724 | Aug 14, 2025 | 3 | $568.2M |
| Klaas Financial Asset Advisors, LLC | 0001819279 | Jan 22, 2025 | 46 | $567.8M |
| Cigna Investments Inc. | 0000049969 | Jan 29, 2025 | 456 | $567.8M |
| Aigen Investment Management, LP | 0001741224 | Feb 6, 2025 | 697 | $567.2M |
| IAG Wealth Partners, LLC | 0001827261 | Feb 10, 2025 | 507 | $566.9M |
| Sava Infond d.o.o. | 0002055882 | Feb 12, 2025 | 211 | $566.2M |
| Bellecapital International Ltd. | 0001600152 | Feb 6, 2025 | 150 | $566.2M |
| Shannon River Fund Management LLC | 0001301050 | Feb 13, 2025 | 17 | $565.7M |
| Wellington Shields Capital Management, LLC | 0001506071 | Feb 10, 2025 | 306 | $565.4M |
| CHICAGO TRUST Co NA | 0001601539 | Jan 13, 2025 | 360 | $565.0M |
| American Investment Services, Inc. | 0001369913 | Mar 3, 2025 | 157 | $565.0M |
| Arthur M. Cohen & Associates, LLC | 0001692252 | Jan 15, 2025 | 135 | $564.4M |
| Affinity Wealth Management LLC | 0000810672 | Jan 21, 2025 | 99 | $564.3M |
| Pinpoint Asset Management Ltd | 0001803237 | Feb 13, 2025 | 88 | $564.2M |
| Human Investing LLC | 0001767513 | Jan 31, 2025 | 329 | $563.9M |
| Brasada Capital Management, LP | 0001643833 | Feb 14, 2025 | 129 | $563.1M |
| Gries Financial LLC | 0001049662 | Jan 23, 2025 | 276 | $563.0M |
| Asset Management Group, Inc. | 0001511550 | Feb 14, 2025 | 132 | $562.4M |
| Tyler-Stone Wealth Management | 0001912584 | Feb 12, 2025 | 322 | $562.2M |
| Horst & Graben Wealth Management LLC | 0001818207 | Jan 24, 2025 | 155 | $561.9M |
| Stieven Capital Advisors, L.P. | 0001388279 | Jan 30, 2025 | 49 | $561.8M |
| Capital Advisors Wealth Management, LLC | 0001824700 | Jan 15, 2025 | 173 | $561.7M |
| Leelyn Smith, LLC | 0001777817 | Feb 10, 2025 | 134 | $561.4M |
| Mraz, Amerine & Associates, Inc. | 0001542324 | Jul 24, 2025 | 166 | $561.3M |