| Visa Foundation | 0001709478 | Nov 6, 2024 | 2 | $236.2M |
| Ovata Capital Management Ltd | 0001724517 | Nov 13, 2024 | 33 | $236.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 0001632078 | Oct 22, 2024 | 94 | $236.4M |
| Uptick Partners, LLC | 0002005353 | Nov 1, 2024 | 156 | $236.5M |
| Sonata Capital Group Inc. | 0001172036 | Nov 1, 2024 | 113 | $236.6M |
| Brightline Capital Management, LLC | 0001432450 | Nov 13, 2024 | 20 | $236.8M |
| Clarus Group, Inc. | 0001844568 | Oct 21, 2024 | 111 | $236.8M |
| Investment Research & Advisory Group, Inc. | 0001802136 | Oct 23, 2024 | 209 | $236.9M |
| Arvin Capital Management LP | 0001961738 | Nov 14, 2024 | 21 | $236.9M |
| Infusive Asset Management Inc. | 0001749333 | Nov 14, 2024 | 38 | $237.0M |
| Kercheville Advisors, LLC | 0001890748 | Oct 24, 2024 | 85 | $237.0M |
| Palisades Hudson Asset Management, L.P. | 0001388443 | Oct 30, 2024 | 104 | $237.0M |
| Castellan Group | 0001832521 | Nov 25, 2024 | 59 | $237.2M |
| One Degree Advisors Inc | 0002005743 | Oct 18, 2024 | 60 | $237.2M |
| Seneca House Advisors | 0001731359 | Oct 4, 2024 | 88 | $237.4M |
| Jacobsen Capital Management | 0001782491 | Oct 25, 2024 | 102 | $237.6M |
| WorthPointe, LLC | 0001921448 | Nov 13, 2024 | 80 | $237.6M |
| OLIO Financial Planning | 0001906766 | Oct 16, 2024 | 52 | $237.7M |
| Lynch Asset Management, Inc. | 0001906719 | Oct 24, 2024 | 43 | $237.8M |
| Bennett Selby Investments LP | 0001840740 | Oct 10, 2024 | 75 | $237.8M |
| WIM INVESTMENT MANAGEMENT Ltd | 0002042565 | Nov 7, 2024 | 14 | $237.8M |
| Sentry Investment Management LLC | 0000089014 | Oct 30, 2024 | 477 | $237.9M |
| Hanover Advisors Inc. | 0000914973 | Nov 14, 2024 | 93 | $238.1M |
| Kings Path Partners LLC | 0002030974 | Oct 10, 2024 | 299 | $238.3M |
| Wills Financial Group, Inc. | 0001525109 | Nov 14, 2024 | 65 | $238.4M |
| G&S Capital LLC | 0001731448 | Oct 16, 2024 | 119 | $238.5M |
| Commonwealth Retirement Investments LLC | 0001963787 | Nov 5, 2024 | 91 | $238.5M |
| Hassell Wealth Management, LLC | 0001965270 | Nov 5, 2024 | 27 | $238.6M |
| Davis Investment Partners, LLC | 0001963865 | Oct 7, 2024 | 118 | $238.7M |
| Wafra Inc. | 0000920440 | Nov 12, 2024 | 2 | $238.7M |
| Aragon Global Management, LP | 0001991518 | Nov 14, 2024 | 13 | $238.7M |
| Gold Investment Management Ltd. | 0002006008 | Oct 31, 2024 | 208 | $238.9M |
| Pinion Investment Advisors, LLC | 0001738738 | Nov 12, 2024 | 154 | $238.9M |
| Monaco Asset Management SAM | 0001803593 | Nov 7, 2024 | 58 | $238.9M |
| Conrad N. Hilton Foundation | 0001729242 | Nov 14, 2024 | 4 | $239.0M |
| Accretive Wealth Partners, LLC | 0001844444 | Nov 12, 2024 | 131 | $239.1M |
| Algebris (uk) Ltd. | 0001700286 | Nov 13, 2024 | 24 | $239.1M |
| Silver Heights Capital Management Inc | 0001705712 | Nov 13, 2024 | 5 | $239.1M |
| Creative Capital Management Investments LLC | 0001957363 | Oct 29, 2024 | 240 | $239.2M |
| First Dallas Securities Inc. | 0001378559 | Nov 18, 2024 | 119 | $239.3M |
| Kensington Investment Counsel, LLC | 0001845536 | Nov 15, 2024 | 112 | $239.4M |
| Schulhoff & Co. Inc. | 0001080197 | Nov 6, 2024 | 128 | $239.5M |
| Breakwater Investment Management | 0002025925 | Jan 16, 2025 | 310 | $239.5M |
| Juniper Investment Company, LLC | 0001794034 | Nov 14, 2024 | 12 | $239.5M |
| Wealth Advisors of Tampa Bay, LLC | 0001715228 | Nov 4, 2024 | 88 | $239.6M |
| Lokken Investment Group LLC | 0001842840 | Nov 12, 2024 | 157 | $239.8M |
| Ameliora Wealth Management Ltd. | 0001910168 | Oct 11, 2024 | 163 | $239.9M |
| 11 Capital Partners LP | 0001801172 | Nov 14, 2024 | 15 | $239.9M |
| Gitterman Wealth Management, LLC | 0001861558 | Nov 13, 2024 | 127 | $239.9M |
| Eagle Capital Management, LLC | 0001600746 | Oct 18, 2024 | 39 | $240.0M |
| Voisard Asset Management Group, Inc. | 0002011215 | Oct 25, 2024 | 715 | $240.0M |
| Shaker Investments LLC | 0001009005 | Oct 10, 2024 | 90 | $240.0M |
| Investment Partners, LTD. | 0001050068 | Nov 4, 2024 | 147 | $240.1M |
| ICW Investment Advisors LLC | 0001794820 | Nov 12, 2024 | 139 | $240.3M |
| Cambridge Financial Group, LLC | 0002085256 | Sep 9, 2025 | 130 | $240.3M |
| GPM Growth Investors, Inc. | 0001799367 | Nov 8, 2024 | 45 | $240.4M |
| Murphy Pohlad Asset Management LLC | 0001569148 | Oct 28, 2024 | 119 | $240.5M |
| Lountzis Asset Management, LLC | 0001821168 | Nov 4, 2024 | 49 | $240.6M |
| Selective Wealth Management, Inc. | 0001755670 | Oct 9, 2024 | 106 | $240.8M |
| Zullo Investment Group, Inc. | 0001909760 | Oct 15, 2024 | 150 | $240.9M |
| Aristides Capital LLC | 0001595521 | Nov 14, 2024 | 228 | $241.0M |
| Luminvest Wealth Management LLC | 0002036517 | Oct 30, 2024 | 34 | $241.1M |
| Monte Financial Group, LLC | 0001755651 | Oct 22, 2024 | 83 | $241.2M |
| Tiller Private Wealth, Inc. | 0001663649 | Nov 7, 2024 | 56 | $241.2M |
| Topel & Distasi Wealth Management, LLC | 0001880087 | Nov 12, 2024 | 78 | $241.2M |
| Armor Investment Advisors, LLC | 0001694079 | Oct 30, 2024 | 156 | $241.4M |
| Warren Street Wealth Advisors, LLC | 0001703496 | Oct 18, 2024 | 107 | $241.5M |
| Palo Alto Wealth Advisors, LLC | 0001964382 | Nov 6, 2024 | 50 | $241.6M |
| Long Walk Management LP | 0001869470 | Nov 1, 2024 | 10 | $241.7M |
| Houlihan Financial Resource Group, Ltd. | 0001802879 | Nov 1, 2024 | 107 | $241.8M |
| Burkett Financial Services, LLC | 0001762716 | Oct 8, 2024 | 217 | $242.0M |
| Mindset Wealth Management, LLC | 0002044232 | Nov 13, 2024 | 128 | $242.0M |
| Alta Fundamental Advisers LLC | 0001641604 | Nov 14, 2024 | 22 | $242.1M |
| Bank Ozk | 0001569650 | Nov 14, 2024 | 149 | $242.1M |
| Christopher J. Hasenberg, Inc | 0001989869 | Oct 9, 2024 | 174 | $242.1M |
| Swmg, LLC | 0001839255 | Nov 14, 2024 | 118 | $242.1M |
| Pacifica Partners Inc. | 0001799900 | Oct 7, 2024 | 503 | $242.2M |
| Kathleen S. Wright Associates Inc. | 0001908433 | Oct 11, 2024 | 295 | $242.3M |
| Mirabaud Asset Management Ltd | 0001680493 | Nov 13, 2024 | 46 | $242.4M |
| Consilio Wealth Advisors, LLC | 0001908944 | Oct 7, 2024 | 73 | $242.5M |
| Goepper Burkhardt LLC | 0001844142 | Nov 12, 2024 | 82 | $242.5M |
| Elmwood Wealth Management, Inc. | 0001731927 | Oct 11, 2024 | 126 | $242.5M |
| Blue Investment Partners LLC | 0001958029 | Nov 13, 2024 | 49 | $242.6M |
| Proathlete Wealth Management LLC | 0002012065 | Oct 18, 2024 | 59 | $242.7M |
| HGC Investment Management Inc. | 0001711200 | Nov 14, 2024 | 105 | $242.8M |
| Whelan Financial | 0001894921 | Oct 28, 2024 | 43 | $242.8M |
| Skyline Advisors, Inc. | 0001843832 | Oct 8, 2024 | 92 | $242.9M |
| Brown Financial Advisors | 0002035548 | Nov 18, 2024 | 125 | $242.9M |
| Gunma Bank,Ltd. | 0001549449 | Nov 7, 2024 | 32 | $242.9M |
| Beaconlight Capital, LLC | 0001569537 | Nov 13, 2024 | 27 | $243.0M |
| DORVAL Corp | 0001999144 | Oct 23, 2024 | 29 | $243.4M |
| Fosse Capital Partners LLP | 0001789908 | Nov 12, 2024 | 3 | $243.4M |
| Biltmore Wealth Management, LLC | 0001598102 | Oct 4, 2024 | 55 | $243.4M |
| Bare Financial Services, Inc | 0002009426 | Nov 13, 2024 | 151 | $243.5M |
| Dagco, Inc. | 0001767343 | Nov 14, 2024 | 219 | $243.6M |
| True Wind Capital Management, L.P. | 0001824827 | Nov 13, 2024 | 2 | $243.7M |
| Tidemark, LLC | 0002009591 | Nov 7, 2024 | 621 | $243.8M |
| Essential Planning, LLC. | 0001949824 | Nov 7, 2024 | 83 | $243.8M |
| JCIC Asset Management Inc. | 0001492040 | Oct 22, 2024 | 101 | $243.9M |
| Beddow Capital Management Inc. | 0001278641 | Nov 7, 2024 | 59 | $244.0M |