| BSN CAPITAL PARTNERS Ltd | 0001911876 | Oct 9, 2024 | 38 | $513.6M |
| Austin Asset Management Co Inc | 0001902024 | Nov 1, 2024 | 67 | $513.6M |
| Ellis Investment Partners, LLC | 0001765590 | Oct 24, 2024 | 241 | $513.0M |
| Shah Capital Management | 0001383838 | Oct 15, 2024 | 19 | $513.0M |
| McRae Capital Management Inc. | 0000320376 | Oct 24, 2024 | 93 | $512.3M |
| Think Investments LP | 0001635999 | Nov 14, 2024 | 17 | $511.7M |
| Hexagon Capital Partners LLC | 0001831542 | Oct 8, 2024 | 1,581 | $511.6M |
| Catalyst Financial Partners LLC | 0001927537 | Oct 28, 2024 | 273 | $511.2M |
| EFG Asset Management (Americas) Corp. | 0001598340 | Nov 12, 2024 | 122 | $511.0M |
| Broderick Brian C | 0001314376 | Nov 6, 2024 | 84 | $510.8M |
| Paragon Capital Management Ltd | 0001569765 | Oct 10, 2024 | 206 | $510.3M |
| O'Brien Wealth Partners LLC | 0001689874 | Oct 23, 2024 | 66 | $509.8M |
| Cyrus J. Lawrence, LLC | 0001919920 | Nov 12, 2024 | 166 | $509.7M |
| Solel Partners LP | 0001790604 | Nov 14, 2024 | 18 | $509.7M |
| Aigen Investment Management, LP | 0001741224 | Nov 5, 2024 | 687 | $509.6M |
| Kesler, Norman & Wride, LLC | 0001840455 | Oct 8, 2024 | 223 | $509.4M |
| Marotta Asset Management | 0001802091 | Oct 3, 2024 | 111 | $509.4M |
| Compass Financial Group, INC | 0001964835 | Nov 8, 2024 | 93 | $509.3M |
| Baker Chad R | 0001666470 | Oct 18, 2024 | 50 | $509.0M |
| WT Asset Management Ltd | 0001780365 | Oct 28, 2024 | 31 | $508.8M |
| Lifeworks Advisors, LLC | 0001882132 | Nov 6, 2024 | 295 | $508.7M |
| Granger Management LLC | 0001842881 | Nov 13, 2024 | 22 | $508.4M |
| Mengis Capital Management, Inc. | 0001609674 | Nov 5, 2024 | 183 | $508.3M |
| TAP Consulting, LLC | 0001748930 | Oct 9, 2024 | 154 | $508.1M |
| Morton Capital Management LLC | 0002002628 | Oct 9, 2024 | 111 | $508.0M |
| McNamara Financial Services, Inc. | 0001622431 | Oct 10, 2024 | 86 | $507.7M |
| Strategic Global Advisors, LLC | 0001580212 | Nov 14, 2024 | 140 | $507.4M |
| Strategic Planning Group, LLC | 0001875525 | Oct 16, 2024 | 78 | $507.2M |
| Deltec Asset Management LLC | 0001269950 | Oct 25, 2024 | 155 | $507.1M |
| Mizuho Bank, Ltd. | 0001512734 | Nov 13, 2024 | 69 | $507.1M |
| Sensible Financial Planning & Management, LLC. | 0001567738 | Oct 28, 2024 | 53 | $506.5M |
| Commonwealth Financial Services, LLC | 0001536755 | Oct 22, 2024 | 194 | $506.4M |
| Allied Investment Advisors, LLC | 0001729869 | Oct 4, 2024 | 74 | $504.9M |
| Gagnon Securities LLC | 0001125725 | Nov 12, 2024 | 102 | $504.4M |
| Bellecapital International Ltd. | 0001600152 | Oct 21, 2024 | 159 | $504.0M |
| Noesis Capital Mangement Corp. | 0001262677 | Nov 14, 2024 | 118 | $503.8M |
| Providence Capital Advisors, LLC | 0001730814 | Nov 13, 2024 | 354 | $503.5M |
| Mason Capital Management LLC | 0001218735 | Nov 14, 2024 | 6 | $502.6M |
| Scientech Research LLC | 0002011556 | Nov 14, 2024 | 590 | $502.2M |
| Lone Peak Global Investors LLC | 0001730467 | Nov 13, 2024 | 55 | $502.1M |
| Armbruster Capital Management, Inc. | 0001664847 | Nov 4, 2024 | 130 | $502.0M |
| BDT Capital Partners, LLC | 0001510974 | Nov 14, 2024 | 2 | $501.6M |
| Spirit of America Management Corp. | 0001041283 | Oct 23, 2024 | 311 | $501.6M |
| Horizon Wealth Management, LLC | 0001815123 | Oct 16, 2024 | 86 | $501.0M |
| American Money Management, LLC | 0001600085 | Nov 12, 2024 | 137 | $500.3M |
| Legacy Capital Wealth Partners, LLC | 0001766228 | Nov 4, 2024 | 357 | $500.1M |
| Annandale Capital, LLC | 0001811739 | Nov 12, 2024 | 119 | $500.0M |
| Rudius Management LP | 0001835407 | Nov 13, 2024 | 8 | $500.0M |
| Virtue Capital Management, LLC | 0001729985 | Nov 18, 2024 | 264 | $499.5M |
| First Fiduciary Investment Counsel, Inc. | 0001072843 | Nov 1, 2024 | 68 | $499.4M |
| Tobias Financial Advisors, Inc. | 0001802080 | Oct 30, 2024 | 108 | $498.9M |
| Turtle Creek Wealth Advisors, LLC | 0002007171 | Nov 6, 2024 | 173 | $498.8M |
| SR One Capital Management, LP | 0001910264 | Nov 13, 2024 | 11 | $498.7M |
| Edge Wealth Management LLC | 0001567163 | Oct 15, 2024 | 80 | $498.1M |
| Accurate Wealth Management, LLC | 0001877728 | Oct 17, 2024 | 378 | $497.8M |
| Huber Capital Management LLC | 0001511697 | Nov 13, 2024 | 99 | $497.3M |
| Bright Rock Capital Management, LLC | 0001509973 | Oct 3, 2024 | 71 | $497.3M |
| M. Kulyk & Associates, LLC | 0001842370 | Nov 7, 2024 | 114 | $497.3M |
| Capital Group Investment Management Pte. LTD. | 0001939970 | Nov 13, 2024 | 136 | $497.0M |
| Rice Partnership, LLC | 0001736736 | Nov 13, 2024 | 172 | $496.8M |
| B.O.S.S. Retirement Advisors, LLC | 0001964810 | Oct 16, 2024 | 206 | $496.5M |
| Fortis Capital Management LLC | 0001802167 | Nov 6, 2024 | 130 | $496.5M |
| Breakwater Capital Group | 0001964309 | Oct 4, 2024 | 286 | $496.3M |
| Nicolet Bankshares Inc. | 0001174850 | Nov 12, 2024 | 204 | $496.0M |
| Global IMC LLC | 0001741619 | Nov 13, 2024 | 99 | $495.8M |
| Partners in Financial Planning | 0002054264 | Feb 26, 2025 | 107 | $495.7M |
| Citizens Business Bank | 0001948632 | Nov 19, 2024 | 107 | $495.5M |
| Beverly Hills Private Wealth, LLC | 0001965710 | Nov 12, 2024 | 337 | $494.9M |
| Chemung Canal Trust Co. | 0000790354 | Oct 4, 2024 | 121 | $494.4M |
| Gallagher Fiduciary Advisors, LLC | 0001527781 | Nov 14, 2024 | 274 | $493.8M |
| Independent Investors Inc. | 0001121908 | Oct 24, 2024 | 69 | $493.5M |
| TLWM | 0001732537 | Oct 7, 2024 | 73 | $493.1M |
| Hunter Perkins Capital Management, LLC | 0001808919 | Oct 16, 2024 | 106 | $492.7M |
| Fermata Advisors, LLC | 0001859259 | Oct 9, 2024 | 248 | $492.6M |
| Lebenthal Global Advisors, LLC | 0001845766 | Oct 28, 2024 | 181 | $492.6M |
| Sachem Hill LLC | 0001994333 | Oct 7, 2024 | 68 | $492.5M |
| Savvy Advisors, Inc. | 0002003633 | Nov 5, 2024 | 351 | $492.5M |
| Montag & Caldwell, LLC | 0000067698 | Nov 12, 2024 | 85 | $492.3M |
| Rowlandmiller & Partners.adv | 0000225816 | Oct 23, 2024 | 184 | $492.3M |
| Permanens Capital L.P. | 0001599637 | Nov 14, 2024 | 53 | $492.3M |
| Raub Brock Capital Management LP | 0001554656 | Oct 18, 2024 | 39 | $492.1M |
| LM Advisors LLC | 0002011314 | Nov 7, 2024 | 171 | $492.0M |
| HughesLittle Investment Management Ltd. | 0002106035 | Mar 20, 2026 | 17 | $491.6M |
| Gibson Capital, LLC | 0001427372 | Oct 10, 2024 | 75 | $491.1M |
| Security Financial Services, INC. | 0001913590 | Nov 5, 2024 | 163 | $491.1M |
| Delta Investment Management, LLC | 0001757043 | Nov 15, 2024 | 243 | $490.6M |
| Goehring & Rozencwajg Associates, LLC | 0001863154 | Nov 13, 2024 | 44 | $490.6M |
| Tiger Pacific Capital LP | 0001664492 | Nov 14, 2024 | 15 | $490.5M |
| Walkner Condon Financial Advisors LLC | 0001817494 | Oct 31, 2024 | 265 | $490.1M |
| Brickley Wealth Management | 0001712533 | Nov 4, 2024 | 48 | $490.1M |
| Mak Capital One LLC | 0001385702 | Nov 14, 2024 | 10 | $489.4M |
| Hartford Financial Management Inc. | 0001352526 | Oct 28, 2024 | 380 | $489.3M |
| Land & Buildings Investment Management, LLC | 0001536520 | Nov 14, 2024 | 19 | $489.2M |
| Columbus Hill Capital Management, L.P. | 0001384982 | Nov 14, 2024 | 26 | $489.0M |
| LJI Wealth Management, LLC | 0001988563 | Nov 6, 2024 | 193 | $489.0M |
| Martel Wealth Advisors LLC | 0002039437 | Oct 9, 2024 | 53 | $488.9M |
| Community Financial Services Group, LLC | 0001537319 | Oct 21, 2024 | 123 | $488.7M |
| Dechtman Wealth Management, LLC | 0001992316 | Oct 31, 2024 | 64 | $488.6M |
| Schneider Downs Wealth Management Advisors, LP | 0001665359 | Nov 6, 2024 | 143 | $488.6M |
| Essex LLC | 0001889147 | Oct 18, 2024 | 168 | $487.8M |