| TrueMark Investments, LLC | 0001974457 | Jul 29, 2024 | 218 | $292.5M |
| NatWest Group plc | 0000844150 | Jul 19, 2024 | 36 | $292.4M |
| Sea Cliff Partners Management, LP | 0002011655 | Aug 14, 2024 | 14 | $292.2M |
| Argonautica Private Wealth Management, Inc. | 0001931870 | Jul 26, 2024 | 197 | $292.2M |
| Sequent Planning LLC | 0002009724 | Aug 12, 2024 | 138 | $292.2M |
| Triune Financial Partners, LLC | 0002040393 | Nov 5, 2024 | 33 | $291.9M |
| Aft, Forsyth & Sober, LLC | 0001566801 | Aug 2, 2024 | 79 | $291.9M |
| Core Wealth Advisors, Inc. | 0001770532 | Aug 15, 2024 | 55 | $291.8M |
| Inclusive Capital Partners, L.P. | 0001817187 | Aug 14, 2024 | 3 | $291.7M |
| Meritech Capital Associates V L.L.C. | 0001613048 | Aug 14, 2024 | 3 | $291.7M |
| Detalus Advisors, LLC | 0001799677 | Jul 26, 2024 | 150 | $291.7M |
| Madison Wealth Partners, Inc | 0001844424 | Aug 9, 2024 | 127 | $291.5M |
| Hurlow Wealth Management Group, Inc. | 0001747749 | Jul 12, 2024 | 116 | $291.3M |
| Neumann Capital Management, LLC | 0001631930 | Aug 9, 2024 | 98 | $291.0M |
| Investment Management Associates Inc. | 0000052024 | Aug 1, 2024 | 33 | $290.7M |
| First International Bank & Trust | 0001910370 | Jul 3, 2024 | 71 | $290.6M |
| Platform Technology Partners | 0001830817 | Jul 30, 2024 | 227 | $290.5M |
| Regimen Wealth, LLC | 0001963863 | Aug 14, 2024 | 62 | $290.4M |
| Strata Wealth Advisors, LLC | 0001946237 | Aug 14, 2024 | 75 | $290.3M |
| Atwater Malick LLC | 0001769288 | Jul 17, 2024 | 77 | $290.3M |
| McElhenny Sheffield Capital Management, LLC | 0001886813 | Jul 11, 2024 | 92 | $290.0M |
| Silverleafe Capital Partners, LLC | 0001535611 | Jul 24, 2024 | 78 | $290.0M |
| Tiff Advisory Services, LLC | 0001271347 | Aug 7, 2024 | 25 | $290.0M |
| Garden State Investment Advisory Services LLC | 0001965351 | Aug 13, 2024 | 229 | $289.9M |
| Blue Zone Wealth Advisors, LLC | 0001803106 | Jul 12, 2024 | 87 | $289.7M |
| LPWM LLC | 0001801101 | Jul 15, 2024 | 77 | $289.6M |
| Harbor Advisory Corp. | 0001100710 | Jul 25, 2024 | 84 | $289.5M |
| Yong Rong (HK) Asset Management Ltd | 0001738071 | Jul 26, 2024 | 14 | $289.4M |
| Aspen Wealth Management LLC | 0001895252 | Jul 10, 2024 | 83 | $289.2M |
| Wells Trecaso Financial Group, LLC | 0001737987 | Aug 13, 2024 | 89 | $289.2M |
| KG Capital Management | 0001771687 | Jul 23, 2024 | 182 | $289.1M |
| BCGM Wealth Management, LLC | 0001830467 | Jul 30, 2024 | 150 | $288.7M |
| Kinsale Capital Group, Inc. | 0001669162 | Aug 7, 2024 | 34 | $288.5M |
| Hel Ved Capital Management Ltd | 0001840129 | Aug 14, 2024 | 47 | $288.2M |
| Matthew 25 Management Corp | 0001351431 | Aug 6, 2024 | 20 | $288.2M |
| Total Clarity Wealth Management, Inc. | 0001804909 | Aug 9, 2024 | 245 | $288.2M |
| Wick Capital Partners, LLC | 0001904388 | Aug 14, 2024 | 78 | $288.1M |
| Ogorek Anthony Joseph /NY/ | 0000714364 | Aug 8, 2024 | 277 | $287.8M |
| Generali Powszechne Towarzystwo Emerytalne | 0002042955 | Feb 5, 2025 | 25 | $287.7M |
| AlphaMark Advisors, LLC | 0001348183 | Jul 17, 2024 | 773 | $287.7M |
| Front Row Advisors LLC | 0001729254 | Aug 16, 2024 | 943 | $287.6M |
| Endeavour Capital Advisors Inc. | 0001218749 | Aug 14, 2024 | 34 | $287.4M |
| Ghost Tree Capital, LLC | 0001595851 | Aug 14, 2024 | 59 | $287.4M |
| Sciencast Management LP | 0001653169 | Aug 14, 2024 | 224 | $287.3M |
| Hall Laurie J Trustee | 0001388382 | Jul 22, 2024 | 247 | $287.2M |
| Hibernia Wealth Partners, LLC | 0001950637 | Jul 25, 2024 | 90 | $287.2M |
| Bay Harbor Wealth Management, LLC | 0001767989 | Jul 24, 2024 | 168 | $286.9M |
| Fosse Capital Partners LLP | 0001789908 | Aug 9, 2024 | 3 | $286.9M |
| APEIRON CAPITAL Ltd | 0001843111 | Aug 9, 2024 | 11 | $286.6M |
| Weaver Consulting Group | 0001780055 | Jul 12, 2024 | 205 | $286.6M |
| Ami Investment Management Inc. | 0001122241 | Jul 25, 2024 | 69 | $286.6M |
| Baker Boyer National Bank | 0001079398 | Aug 7, 2024 | 74 | $286.2M |
| Peterson Wealth Services | 0001906799 | Jul 30, 2024 | 111 | $286.1M |
| University of Illinois Foundation | 0001994249 | Aug 13, 2024 | 4 | $285.9M |
| Norman Fields, Gottscho Capital Management, LLC | 0001352449 | Jul 11, 2024 | 57 | $285.8M |
| Vesa Equity Investment S.a r.l. | 0001810554 | Aug 9, 2024 | 1 | $285.8M |
| Wakefield Asset Management LLLP | 0001600435 | Aug 5, 2024 | 142 | $285.7M |
| Thomas J. Herzfeld Advisors, Inc. | 0001509510 | Aug 13, 2024 | 238 | $285.1M |
| Prostatis Group LLC | 0001649186 | Mar 21, 2025 | 147 | $285.1M |
| Trust Co. of Oklahoma | 0001083323 | Jul 23, 2024 | 132 | $284.7M |
| Westend Capital Management, LLC | 0001331997 | Jul 8, 2024 | 234 | $284.7M |
| Measured Wealth Private Client Group, LLC | 0001720235 | Aug 12, 2024 | 186 | $284.7M |
| Horan Capital Advisors, LLC. | 0001584086 | Aug 6, 2024 | 113 | $284.6M |
| Grey Fox Wealth Advisors, LLC | 0001965362 | Jul 30, 2024 | 128 | $284.4M |
| Twelve Points Wealth Management LLC | 0001877090 | Jul 12, 2024 | 177 | $284.3M |
| USAdvisors Wealth Management, LLC | 0001735605 | Aug 6, 2024 | 127 | $284.2M |
| EPIQ Capital Group, LLC | 0001779453 | Aug 9, 2024 | 66 | $284.1M |
| Stolper Co | 0001808195 | Aug 8, 2024 | 87 | $284.1M |
| Reverence Capital Partners, L.P. | 0001907530 | Aug 12, 2024 | 1 | $283.9M |
| AA Financial Advisors, LLC | 0002016899 | Jul 16, 2024 | 160 | $283.7M |
| Curtis Advisory Group, LLC | 0001664656 | Jul 30, 2024 | 92 | $283.5M |
| Shoker Investment Counsel, Inc. | 0001599623 | Jul 31, 2024 | 99 | $283.4M |
| Hillman Capital Management, Inc. | 0001314620 | Aug 14, 2024 | 53 | $283.2M |
| MorganRosel Wealth Management, LLC | 0001753218 | Jul 15, 2024 | 98 | $283.2M |
| GSG Advisors LLC | 0001995773 | Jul 12, 2024 | 104 | $283.1M |
| HT Partners LLC | 0001552999 | Jul 24, 2024 | 50 | $282.9M |
| Prudent Man Advisors, LLC | 0001817174 | Aug 13, 2024 | 173 | $282.9M |
| West Wealth Group, LLC | 0001923591 | Aug 1, 2024 | 81 | $282.8M |
| Modus Advisors, LLC | 0001799284 | Jul 2, 2024 | 106 | $282.7M |
| Prevail Innovative Wealth Advisors, LLC | 0001989941 | Aug 8, 2024 | 146 | $282.6M |
| VELA Investment Management, LLC | 0001895612 | Aug 5, 2024 | 141 | $282.5M |
| Henry James International Management Inc. | 0001750423 | Jul 12, 2024 | 101 | $282.5M |
| Diana Davis Spencer Foundation | 0001633391 | Aug 13, 2024 | 4 | $282.5M |
| Operose Advisors LLC | 0001909750 | Aug 8, 2024 | 578 | $282.4M |
| Beach Point Capital Management LP | 0001453885 | Jul 23, 2024 | 10 | $282.4M |
| SailingStone Capital Partners LLC | 0001608904 | Aug 14, 2024 | 14 | $282.4M |
| G.F.W. Energy XI, L.P. | 0001691944 | Aug 14, 2024 | 1 | $282.3M |
| Kaydan Wealth Management, Inc. | 0001964532 | Jul 11, 2024 | 103 | $282.2M |
| Chase Investment Counsel Corp. | 0000019475 | Aug 19, 2024 | 122 | $282.0M |
| Trium Capital LLP | 0001963860 | Aug 6, 2024 | 88 | $281.9M |
| Quantum Private Wealth, LLC | 0001929662 | Jul 17, 2024 | 185 | $281.9M |
| Mount Lucas Management LP | 0001185072 | Aug 6, 2024 | 154 | $281.8M |
| Iyo Bank, Ltd. | 0001890435 | Aug 1, 2024 | 36 | $281.8M |
| Balefire, LLC | 0001750924 | Aug 1, 2024 | 816 | $281.4M |
| Mayport, LLC | 0001922875 | Jul 18, 2024 | 80 | $280.8M |
| Mattson Financial Services, LLC | 0002034595 | Sep 30, 2024 | 270 | $280.8M |
| Websterrogers Financial Advisors, LLC | 0001841757 | Jul 12, 2024 | 68 | $280.7M |
| Arcataur Capital Management LLC | 0001987321 | Jul 24, 2024 | 98 | $280.5M |
| FACT Capital, LP | 0001964400 | Aug 14, 2024 | 16 | $280.5M |
| Rovida Advisors Inc. | 0001653857 | Aug 13, 2024 | 23 | $280.4M |