| Deltec Asset Management LLC | 0001269950 | Jan 27, 2025 | 161 | $505.5M |
| Bremer Bank National Association | 0001775321 | Jan 16, 2025 | 165 | $505.5M |
| Independent Investors Inc. | 0001121908 | Jan 27, 2025 | 66 | $505.2M |
| Annandale Capital, LLC | 0001811739 | Feb 13, 2025 | 119 | $505.0M |
| LexAurum Advisors, LLC | 0001729677 | Jan 21, 2025 | 334 | $504.7M |
| Community Financial Services Group, LLC | 0001537319 | Jan 29, 2025 | 119 | $504.6M |
| Schnieders Capital Management LLC | 0001603937 | Feb 5, 2025 | 206 | $504.5M |
| Rainey & Randall Wealth Advisors Inc. | 0001728355 | Feb 4, 2025 | 53 | $504.4M |
| Paradice Investment Management LLC | 0001620275 | Jan 31, 2025 | 25 | $504.1M |
| Greenup Street Wealth Management LLC | 0001909904 | Jan 22, 2025 | 95 | $503.5M |
| Mariner Investment Group LLC | 0001096978 | Jan 22, 2025 | 36 | $503.4M |
| IFG Advisors, LLC | 0001783412 | Feb 5, 2025 | 144 | $503.1M |
| Austin Asset Management Co Inc | 0001902024 | Jan 28, 2025 | 71 | $503.0M |
| Arlington Financial Advisors, LLC | 0001716539 | Jan 28, 2025 | 92 | $502.9M |
| Rempart Asset Management Inc. | 0001844571 | Jan 8, 2025 | 35 | $502.6M |
| Breakwater Capital Group | 0001964309 | Jan 14, 2025 | 284 | $502.3M |
| Correct Capital Wealth Management | 0001844835 | Apr 30, 2025 | 111 | $502.1M |
| Huber Capital Management LLC | 0001511697 | Feb 12, 2025 | 105 | $501.9M |
| Winslow Asset Management Inc. | 0001286534 | Feb 6, 2025 | 79 | $501.8M |
| Convergence Financial, LLC | 0002034001 | Feb 5, 2025 | 159 | $501.4M |
| DORCHESTER WEALTH MANAGEMENT Co | 0001649888 | Feb 4, 2025 | 146 | $501.3M |
| Paragon Capital Management Ltd | 0001569765 | Jan 14, 2025 | 187 | $501.3M |
| RWC Asset Advisors (us) LLC | 0001638081 | Feb 4, 2025 | 15 | $501.3M |
| Greenland Capital Management LP | 0001896430 | Feb 13, 2025 | 256 | $501.0M |
| Private Capital Management LLC | 0001778185 | Feb 5, 2025 | 213 | $500.9M |
| Angelo Gordon & Co., L.P. | 0000860662 | Feb 14, 2025 | 38 | $500.7M |
| SoftVest Advisors, LLC | 0001803391 | Feb 13, 2025 | 3 | $499.5M |
| Oak Grove Capital LLC | 0001661762 | Feb 6, 2025 | 63 | $498.1M |
| Cypress Wealth Services, LLC | 0001721527 | Jan 15, 2025 | 280 | $498.0M |
| Sierra Summit Advisors LLC | 0002012614 | Feb 13, 2025 | 148 | $497.9M |
| Tobias Financial Advisors, Inc. | 0001802080 | Feb 13, 2025 | 110 | $497.4M |
| Philadelphia Financial Management of San Francisco, LLC | 0001351407 | Feb 14, 2025 | 35 | $497.3M |
| Virtue Capital Management, LLC | 0001729985 | Feb 26, 2025 | 254 | $496.7M |
| Neo Ivy Capital Management | 0001727783 | Feb 18, 2025 | 258 | $496.4M |
| Gagnon Securities LLC | 0001125725 | Jan 24, 2025 | 91 | $496.3M |
| Resolute Advisors LLC | 0001800217 | Feb 12, 2025 | 80 | $496.3M |
| Allied Investment Advisors, LLC | 0001729869 | Jan 31, 2025 | 79 | $496.2M |
| Shah Capital Management | 0001383838 | Jan 22, 2025 | 16 | $495.9M |
| Retirement Income Solutions, Inc. | 0001730386 | Jan 31, 2025 | 149 | $495.6M |
| Ramirez Asset Management, Inc. | 0001992110 | Feb 12, 2025 | 384 | $495.6M |
| Impact Partnership Wealth, LLC | 0001984555 | Jan 21, 2025 | 289 | $495.5M |
| Jackson Hole Capital Partners, LLC | 0001767049 | Feb 7, 2025 | 274 | $495.1M |
| Beverly Hills Private Wealth, LLC | 0001965710 | Feb 14, 2025 | 333 | $495.1M |
| Keenan Capital, LLC | 0001647363 | Feb 14, 2025 | 10 | $495.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0000319933 | Jan 14, 2025 | 1,345 | $494.7M |
| Edge Wealth Management LLC | 0001567163 | Jan 15, 2025 | 80 | $494.0M |
| KPS Global Asset Management UK Ltd | 0001799162 | Feb 13, 2025 | 4 | $493.9M |
| Spirit of America Management Corp. | 0001041283 | Jan 27, 2025 | 310 | $493.7M |
| Land & Buildings Investment Management, LLC | 0001536520 | Feb 14, 2025 | 20 | $493.6M |
| Providence Capital Advisors, LLC | 0001730814 | Feb 12, 2025 | 119 | $493.1M |
| Brickley Wealth Management | 0001712533 | Jan 28, 2025 | 45 | $492.5M |
| Armbruster Capital Management, Inc. | 0001664847 | Jan 22, 2025 | 132 | $492.2M |
| Walkner Condon Financial Advisors LLC | 0001817494 | Jan 30, 2025 | 282 | $492.2M |
| First Fiduciary Investment Counsel, Inc. | 0001072843 | Jan 29, 2025 | 66 | $491.7M |
| Security Financial Services, INC. | 0001913590 | Feb 13, 2025 | 167 | $491.1M |
| Trust Co of the South | 0002008165 | Jan 2, 2025 | 120 | $491.1M |
| RPTC Inc. | 0001714450 | Feb 14, 2025 | 6 | $490.9M |
| Partners in Financial Planning | 0002054264 | Feb 12, 2025 | 107 | $490.2M |
| Burling Wealth Partners, LLC | 0002054946 | Feb 14, 2025 | 164 | $490.1M |
| Requisite Capital Management, LLC | 0001730573 | Jan 21, 2025 | 95 | $489.9M |
| Nan Fung Trinity (hk) Ltd. | 0001781880 | Feb 4, 2025 | 30 | $489.7M |
| Mengis Capital Management, Inc. | 0001609674 | Feb 4, 2025 | 188 | $489.6M |
| WPWealth LLP | 0001950118 | Feb 13, 2025 | 90 | $489.4M |
| PBMares Wealth Management LLC | 0001801682 | Jan 24, 2025 | 194 | $489.3M |
| Matthews International Capital Management LLC | 0001028074 | Jan 22, 2025 | 42 | $489.2M |
| TAP Consulting, LLC | 0001748930 | Feb 11, 2025 | 153 | $489.1M |
| Gibson Capital, LLC | 0001427372 | Feb 12, 2025 | 73 | $488.9M |
| Hartford Financial Management Inc. | 0001352526 | Jan 23, 2025 | 377 | $488.2M |
| Call To Action Foundation | 0001981942 | Feb 6, 2025 | 1 | $488.0M |
| Opes Wealth Management LLC | 0001766918 | Jan 30, 2025 | 137 | $487.7M |
| Tolleson Wealth Management, Inc. | 0001772937 | Feb 14, 2025 | 103 | $487.7M |
| Round Rock Advisors LLC | 0001846991 | Jan 24, 2025 | 217 | $487.5M |
| Portfolio Design Labs, LLC | 0002010278 | Jan 29, 2025 | 195 | $487.4M |
| Summit Wealth Partners, LLC | 0002033312 | Jan 27, 2025 | 199 | $487.0M |
| Tsfg, LLC | 0001800513 | Jan 13, 2025 | 785 | $486.9M |
| Goehring & Rozencwajg Associates, LLC | 0001863154 | Jan 28, 2025 | 44 | $486.8M |
| Hughes Financial Services, LLC | 0002054465 | Feb 10, 2025 | 65 | $486.7M |
| Pasadena Private Wealth, LLC | 0001760578 | Feb 3, 2025 | 147 | $486.6M |
| Cannell Capital LLC | 0001058854 | Feb 13, 2025 | 51 | $486.6M |
| Engaged Capital LLC | 0001559771 | Feb 14, 2025 | 8 | $486.4M |
| Everhart Financial Group, Inc. | 0001852858 | Jan 30, 2025 | 309 | $485.9M |
| Light Street Capital Management, LLC | 0001569049 | Feb 14, 2025 | 29 | $485.8M |
| Aire Advisors, LLC | 0001908177 | Feb 12, 2025 | 166 | $485.8M |
| Liquid Strategies, LLC | 0001774727 | Jan 21, 2025 | 14 | $485.7M |
| Warwick Investment Management, Inc. | 0001931041 | Feb 7, 2025 | 96 | $485.3M |
| ADAR1 Capital Management, LLC | 0001940272 | Feb 13, 2025 | 199 | $485.2M |
| Global Wealth Management Investment Advisory, Inc. | 0001767855 | Jan 29, 2025 | 143 | $485.1M |
| Drexel Morgan & Co. | 0001508512 | Feb 11, 2025 | 55 | $484.8M |
| Integrated Investment Consultants, LLC | 0001665337 | Feb 14, 2025 | 295 | $484.7M |
| Montanaro Asset Management Ltd | 0001831133 | Feb 12, 2025 | 47 | $484.4M |
| Callodine Capital Management, LP | 0001741675 | Feb 13, 2025 | 42 | $484.3M |
| SC&H Financial Advisors, Inc. | 0001907898 | Jan 28, 2025 | 148 | $484.1M |
| Steadview Capital Management LLC | 0001844008 | Feb 13, 2025 | 9 | $483.4M |
| Gemsstock Ltd. | 0001724140 | Feb 13, 2025 | 16 | $483.2M |
| Mountain Capital Investment Advisors Inc. | 0001714506 | Feb 13, 2025 | 62 | $483.0M |
| Tri Locum Partners LP | 0001826434 | Feb 14, 2025 | 28 | $482.7M |
| Sensible Financial Planning & Management, LLC. | 0001567738 | Feb 7, 2025 | 29 | $482.5M |
| Lone Peak Global Investors LLC | 0001730467 | Feb 14, 2025 | 47 | $482.3M |
| Austin Wealth Management, LLC | 0002003112 | Feb 10, 2025 | 121 | $482.3M |
| MinichMacGregor Wealth Management, LLC | 0001744318 | Jan 17, 2025 | 119 | $481.6M |