| Sentinel Pension Advisors, LLC | 0001802290 | Jul 12, 2024 | 110 | $482.0M |
| Summit Wealth Partners, LLC | 0002033312 | Sep 11, 2024 | 223 | $481.7M |
| Armbruster Capital Management, Inc. | 0001664847 | Jul 29, 2024 | 118 | $481.6M |
| West Financial Advisors, LLC | 0001843684 | Jul 15, 2024 | 160 | $481.6M |
| Well Done, LLC | 0001667132 | Jul 18, 2024 | 179 | $481.3M |
| Smithbridge Asset Management Inc. | 0001103245 | Jul 19, 2024 | 133 | $481.2M |
| Kemnay Advisory Services Inc. | 0001555283 | Aug 14, 2024 | 25 | $480.9M |
| MJP Associates Inc. | 0000715113 | Jul 12, 2024 | 231 | $480.8M |
| Annandale Capital, LLC | 0001811739 | Aug 15, 2024 | 118 | $480.4M |
| Ascentis Independent Advisors | 0001845003 | Jul 29, 2024 | 408 | $480.2M |
| Point72 Asia (Singapore) Pte. Ltd. | 0001666791 | Sep 16, 2024 | 1,010 | $480.0M |
| Troluce Capital Advisors LLC | 0001910321 | Aug 14, 2024 | 36 | $479.3M |
| Opes Wealth Management LLC | 0001766918 | Aug 5, 2024 | 133 | $479.2M |
| Baker Chad R | 0001666470 | Jul 22, 2024 | 51 | $479.1M |
| Permanent Capital Management, LP | 0002054108 | Jul 15, 2025 | 158 | $478.7M |
| ORIX Corp | 0001070304 | Aug 13, 2024 | 1 | $478.7M |
| B&D White Capital Company, LLC | 0001752523 | Aug 13, 2024 | 46 | $478.6M |
| Strategic Global Advisors, LLC | 0001580212 | Aug 14, 2024 | 136 | $478.4M |
| AMS Capital Ltda | 0001717977 | Aug 5, 2024 | 19 | $478.2M |
| Samsara Biocapital, LLC | 0001744967 | Aug 14, 2024 | 40 | $477.8M |
| Vanderbilt University | 0001825985 | Jul 17, 2024 | 70 | $477.5M |
| Janiczek Wealth Management, LLC | 0001598561 | Jul 25, 2024 | 1,091 | $477.1M |
| Bellwether Advisors, LLC | 0001819815 | Aug 1, 2024 | 119 | $476.8M |
| Peterson Wealth Advisors, LLC | 0001713558 | Jul 18, 2024 | 75 | $476.7M |
| Nicolet Bankshares Inc. | 0001174850 | Aug 14, 2024 | 208 | $476.7M |
| Sloy Dahl & Holst, LLC | 0001690295 | Jul 22, 2024 | 90 | $476.2M |
| Affinity Capital Advisors, LLC | 0001810023 | Aug 14, 2024 | 145 | $476.2M |
| Wilsey Asset Management Inc. | 0001598379 | Jul 18, 2024 | 20 | $476.1M |
| Hunter Perkins Capital Management, LLC | 0001808919 | Jul 17, 2024 | 107 | $475.7M |
| Edge Wealth Management LLC | 0001567163 | Jul 12, 2024 | 78 | $474.9M |
| Cisco Systems, Inc. | 0000858877 | Jul 26, 2024 | 4 | $474.5M |
| Bright Rock Capital Management, LLC | 0001509973 | Jul 23, 2024 | 70 | $474.4M |
| Patton Fund Management, Inc. | 0001689232 | Jul 16, 2024 | 80 | $474.1M |
| Lwmg, LLC | 0001964955 | Jul 11, 2024 | 89 | $474.0M |
| TAP Consulting, LLC | 0001748930 | Aug 6, 2024 | 157 | $474.0M |
| Iat Reinsurance Co. LTD. | 0001633625 | Aug 2, 2024 | 71 | $474.0M |
| Citizens Business Bank | 0001948632 | Aug 5, 2024 | 102 | $472.9M |
| McNamara Financial Services, Inc. | 0001622431 | Aug 2, 2024 | 77 | $472.9M |
| Ellis Investment Partners, LLC | 0001765590 | Aug 6, 2024 | 229 | $472.6M |
| Bellecapital International Ltd. | 0001600152 | Jul 19, 2024 | 149 | $471.6M |
| Stamos Capital Partners, L.P. | 0001705399 | Aug 13, 2024 | 137 | $471.3M |
| Kesler, Norman & Wride, LLC | 0001840455 | Jul 24, 2024 | 169 | $471.3M |
| Oliver Luxxe Assets LLC | 0001666239 | Aug 13, 2024 | 182 | $471.2M |
| Heron Bay Capital Management | 0001842149 | Aug 13, 2024 | 93 | $469.5M |
| Fortis Capital Management LLC | 0001802167 | Jul 23, 2024 | 128 | $468.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0001599852 | Aug 14, 2024 | 142 | $468.8M |
| Greenland Capital Management LP | 0001896430 | Aug 13, 2024 | 233 | $468.6M |
| American Money Management, LLC | 0001600085 | Aug 13, 2024 | 133 | $468.4M |
| Dow Chemical Co. | 0000029915 | Aug 13, 2024 | 4 | $468.3M |
| Cliffwater LLC | 0001659851 | Aug 14, 2024 | 26 | $467.3M |
| One Wealth Advisors, LLC | 0001725297 | Aug 13, 2024 | 232 | $466.6M |
| Drexel Morgan & Co. | 0001508512 | Aug 12, 2024 | 53 | $466.5M |
| Jackson Wealth Management, LLC | 0001536799 | Jul 1, 2024 | 118 | $466.4M |
| Fortress Investment Group LLC | 0001380393 | Aug 14, 2024 | 12 | $466.3M |
| Hartford Financial Management Inc. | 0001352526 | Aug 9, 2024 | 395 | $466.3M |
| Howard Hughes Medical Institute | 0000810386 | Aug 14, 2024 | 1 | $466.2M |
| Martel Wealth Advisors LLC | 0002039437 | Oct 9, 2024 | 53 | $466.1M |
| Sachem Hill LLC | 0001994333 | Jul 26, 2024 | 66 | $466.0M |
| Murchinson Ltd. | 0001838556 | Aug 15, 2024 | 47 | $465.6M |
| TLWM | 0001732537 | Jul 12, 2024 | 72 | $464.6M |
| Community Financial Services Group, LLC | 0001537319 | Jul 25, 2024 | 118 | $464.3M |
| Regatta Capital Group, LLC | 0001911488 | Aug 2, 2024 | 184 | $464.3M |
| Atlanta Consulting Group Advisors, LLC | 0002019038 | Aug 12, 2024 | 115 | $463.9M |
| Tobias Financial Advisors, Inc. | 0001802080 | Aug 13, 2024 | 104 | $463.8M |
| Nan Fung Trinity (hk) Ltd. | 0001781880 | Aug 2, 2024 | 24 | $463.8M |
| Walkner Condon Financial Advisors LLC | 0001817494 | Aug 9, 2024 | 255 | $463.4M |
| Lecap Asset Management Ltd. | 0001990849 | Jul 23, 2024 | 301 | $463.0M |
| Capital Group Investment Management Pte. LTD. | 0001939970 | Aug 13, 2024 | 140 | $462.8M |
| Sensible Financial Planning & Management, LLC. | 0001567738 | Jul 18, 2024 | 27 | $462.8M |
| Prestige Wealth Management Group LLC | 0001772715 | Feb 20, 2026 | 987 | $462.6M |
| Shah Capital Management | 0001383838 | Aug 12, 2024 | 17 | $462.3M |
| Mariner Investment Group LLC | 0001096978 | Jul 24, 2024 | 17 | $462.3M |
| Blueprint Investment Partners LLC | 0001794467 | Aug 14, 2024 | 124 | $462.0M |
| Compass Financial Group, INC | 0001964835 | Jul 10, 2024 | 90 | $461.6M |
| First Fiduciary Investment Counsel, Inc. | 0001072843 | Aug 7, 2024 | 64 | $461.4M |
| Rudius Management LP | 0001835407 | Aug 14, 2024 | 8 | $460.8M |
| Curbstone Financial Management Corp | 0001608057 | Jul 3, 2024 | 198 | $460.4M |
| Hexagon Capital Partners LLC | 0001831542 | Jul 12, 2024 | 1,459 | $460.4M |
| Rice Partnership, LLC | 0001736736 | Aug 1, 2024 | 154 | $460.3M |
| Security Financial Services, INC. | 0001913590 | Jul 23, 2024 | 162 | $460.2M |
| Partners in Financial Planning | 0002054264 | Feb 26, 2025 | 104 | $460.1M |
| MIC Capital Management UK LLP | 0001889830 | Aug 14, 2024 | 12 | $460.0M |
| Beverly Hills Private Wealth, LLC | 0001965710 | Aug 8, 2024 | 346 | $460.0M |
| Renaissance Investment Group LLC | 0001509508 | Jul 10, 2024 | 84 | $459.8M |
| Lone Peak Global Investors LLC | 0001730467 | Sep 20, 2024 | 54 | $459.7M |
| Matthews International Capital Management LLC | 0001028074 | Jul 22, 2024 | 38 | $459.6M |
| FIFTHDELTA Ltd | 0001872766 | Aug 9, 2024 | 13 | $459.2M |
| Providence Capital Advisors, LLC | 0001730814 | Aug 14, 2024 | 355 | $458.7M |
| Rowlandmiller & Partners.adv | 0000225816 | Jul 29, 2024 | 177 | $458.7M |
| Advantage Alpha Capital Partners LP | 0001762344 | Aug 13, 2024 | 154 | $458.2M |
| Tucker Asset Management LLC | 0001870012 | Aug 9, 2024 | 1,693 | $458.0M |
| Raub Brock Capital Management LP | 0001554656 | Aug 6, 2024 | 39 | $457.8M |
| De Lisle Partners LLP | 0002011184 | Aug 9, 2024 | 177 | $457.8M |
| Elite Wealth Management, Inc. | 0001622757 | Aug 12, 2024 | 42 | $457.8M |
| IPG Investment Advisors LLC | 0001602237 | Aug 13, 2024 | 176 | $457.7M |
| Mfa Wealth Advisors, LLC | 0001688184 | Jul 22, 2024 | 531 | $457.7M |
| Strategic Planning Group, LLC | 0001875525 | Aug 2, 2024 | 75 | $457.5M |
| Brickley Wealth Management | 0001712533 | Jul 22, 2024 | 46 | $456.6M |
| Value Aligned Research Advisors, LLC | 0001963565 | Aug 9, 2024 | 20 | $456.4M |
| Arlington Financial Advisors, LLC | 0001716539 | Jul 16, 2024 | 68 | $456.3M |