| Bishop & Co Investment Management, LLC | 0001603276 | Nov 12, 2024 | 25 | $262.6M |
| Bracebridge Capital, LLC | 0001426486 | Nov 14, 2024 | 37 | $262.9M |
| FFG Partners, LLC | 0002045972 | Dec 9, 2024 | 28 | $263.0M |
| One Charles Private Wealth Services, LLC | 0001800938 | Nov 12, 2024 | 153 | $263.0M |
| Heathbridge Capital Management Ltd. | 0001503269 | Oct 16, 2024 | 29 | $263.2M |
| Denver PWM, LLC | 0001657980 | Dec 3, 2024 | 159 | $263.3M |
| Socorro Asset Management LP | 0001781882 | Nov 14, 2024 | 32 | $263.4M |
| OneAscent Wealth Management LLC | 0001844707 | Nov 7, 2024 | 178 | $263.4M |
| Bourne Lent Asset Management Inc. | 0001128286 | Oct 15, 2024 | 62 | $263.5M |
| Vishria Bird Financial Group, LLC | 0001746438 | Nov 6, 2024 | 82 | $263.7M |
| Point Windward Advisors Inc. | 0001356202 | Oct 16, 2024 | 98 | $263.8M |
| Omega Financial Group, LLC | 0001767982 | Oct 7, 2024 | 81 | $263.9M |
| Howard Bailey Securities, LLC | 0002043986 | Nov 8, 2024 | 164 | $263.9M |
| Manatuck Hill Partners, LLC | 0001467902 | Nov 14, 2024 | 118 | $264.1M |
| Vance Wealth, LLC | 0001910854 | Nov 8, 2024 | 100 | $264.2M |
| Pineridge Advisors LLC | 0002012421 | Oct 18, 2024 | 608 | $264.3M |
| Multicoin Capital Management, LLC | 0002017172 | Nov 13, 2024 | 3 | $264.4M |
| Arq Wealth Advisors, LLC | 0001811827 | Nov 5, 2024 | 93 | $264.5M |
| Cerro Pacific Wealth Advisors LLC | 0001842669 | Oct 9, 2024 | 149 | $264.5M |
| Seaside Wealth Management, Inc. | 0001929977 | Oct 25, 2024 | 59 | $264.6M |
| One Fin Capital Management LP | 0001753875 | Nov 14, 2024 | 18 | $264.7M |
| Financial Life Advisors | 0001730813 | Oct 21, 2024 | 48 | $264.7M |
| Pure Portfolios Holdings LLC | 0002041678 | Oct 18, 2024 | 105 | $264.8M |
| Mystic Asset Management, Inc. | 0001912460 | Nov 12, 2024 | 177 | $264.9M |
| Bandera Partners LLC | 0001399386 | Nov 12, 2024 | 18 | $264.9M |
| Leeward Financial Partners, LLC | 0001735201 | Oct 30, 2024 | 85 | $265.1M |
| Ceera Investments, LLC | 0001860698 | Nov 7, 2024 | 102 | $265.3M |
| Shaker Financial Services, LLC | 0001511794 | Oct 31, 2024 | 157 | $265.3M |
| Vista Investment Management | 0001740140 | Nov 14, 2024 | 173 | $265.3M |
| Verity Asset Management, Inc. | 0001597298 | Oct 31, 2024 | 205 | $265.6M |
| Mediatel Partners | 0001133939 | Nov 8, 2024 | 3 | $265.7M |
| Peachtree Investment Partners, LLC | 0001743863 | Nov 12, 2024 | 113 | $265.9M |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0001869164 | Nov 15, 2024 | 186 | $265.9M |
| Bouvel Investment Partners, LLC | 0001839122 | Nov 5, 2024 | 77 | $265.9M |
| Cabot-Wellington, LLC | 0001353198 | Oct 25, 2024 | 4 | $266.0M |
| UG Investment Advisers Ltd. | 0001697814 | Oct 29, 2024 | 11 | $266.2M |
| Walled Lake Planning & Wealth Management, LLC | 0001812177 | Nov 14, 2024 | 132 | $266.3M |
| Veery Capital, LLC | 0001844375 | Nov 6, 2024 | 94 | $266.5M |
| Medina Value Partners, LLC | 0001843543 | Nov 14, 2024 | 16 | $266.6M |
| Carmel Capital Management L.L.C. | 0001878547 | Oct 17, 2024 | 28 | $266.6M |
| Financial Partners Group, LLC | 0001965246 | Oct 23, 2024 | 98 | $266.6M |
| Olympus Peak Asset Management LP | 0001841359 | Nov 14, 2024 | 1 | $266.9M |
| Camarda Financial Advisors, LLC | 0001536444 | Nov 12, 2024 | 82 | $266.9M |
| Ghe, LLC | 0001910179 | Nov 5, 2024 | 55 | $267.0M |
| Clayton Financial Group LLC | 0002011212 | Oct 15, 2024 | 123 | $267.1M |
| Siemens Pension Trust E V | 0001209767 | Nov 14, 2024 | 1 | $267.1M |
| Somerset Trust Co | 0001597099 | Oct 8, 2024 | 155 | $267.3M |
| Colton Groome Financial Advisors, LLC | 0001780330 | Oct 24, 2024 | 126 | $267.3M |
| Jackson, Grant Investment Advisers, Inc. | 0001650300 | Oct 17, 2024 | 399 | $267.4M |
| Yeomans Consulting Group, Inc. | 0002014739 | Oct 24, 2024 | 85 | $267.5M |
| Seeds Investor LLC | 0002021047 | Oct 31, 2024 | 260 | $267.5M |
| IronBridge Private Wealth, LLC | 0001850996 | Nov 14, 2024 | 48 | $267.6M |
| Sterling Wealth Management, Inc. | 0002011149 | Nov 14, 2024 | 111 | $267.9M |
| Ceeto Capital Group, LLC | 0001722439 | Nov 13, 2024 | 173 | $267.9M |
| BHK Investment Advisors, LLC | 0001710539 | Nov 12, 2024 | 63 | $268.0M |
| Ferguson Shapiro LLC | 0001767433 | Oct 9, 2024 | 61 | $268.1M |
| Divergent Planning, LLC | 0001730787 | Oct 7, 2024 | 29 | $268.3M |
| Accel Wealth Management | 0001838226 | Oct 15, 2024 | 256 | $268.6M |
| Stone Run Capital, LLC | 0001512746 | Nov 14, 2024 | 70 | $268.6M |
| Northern Right Capital Management, L.P. | 0001346543 | Nov 14, 2024 | 27 | $268.7M |
| Siguler Guff Advisers, LLC | 0001328551 | Oct 28, 2024 | 5 | $268.9M |
| Robinswood Financial LLC | 0002139748 | Jul 15, 2026 | 358 | $269.0M |
| Lombard Odier Asset Management (USA) Corp | 0001491719 | Nov 14, 2024 | 184 | $269.0M |
| Stoneridge Investment Partners LLC | 0001108831 | Oct 30, 2024 | 120 | $269.0M |
| Delta Financial Group, Inc. | 0001965718 | Oct 3, 2024 | 138 | $269.0M |
| Argent Advisors, Inc. | 0001426851 | Nov 13, 2024 | 138 | $269.1M |
| Performa Ltd (US), LLC | 0001650303 | Nov 14, 2024 | 51 | $269.2M |
| Patient Square Capital LP | 0001819257 | Nov 14, 2024 | 11 | $269.4M |
| Townsend Asset Management Corp. /NC/ | 0000709089 | Oct 21, 2024 | 195 | $269.4M |
| Monumental Financial Group Inc. | 0001861798 | Oct 21, 2024 | 42 | $269.5M |
| Congress Park Capital LLC | 0001730945 | Oct 9, 2024 | 111 | $269.8M |
| Graybill Wealth Management, LTD. | 0001252007 | Oct 21, 2024 | 60 | $269.8M |
| Cedrus LLC | 0001992810 | Oct 18, 2024 | 182 | $269.9M |
| Global Trust Asset Management, LLC | 0001729672 | Oct 23, 2024 | 490 | $269.9M |
| Rovin Capital /Ut/ | 0001059057 | Nov 1, 2024 | 169 | $270.0M |
| Sawyer & Company, Inc | 0001722436 | Oct 10, 2024 | 197 | $270.3M |
| Cypress Financial Planning LLC | 0001937021 | Oct 7, 2024 | 76 | $270.5M |
| Carmichael Hill & Associates, Inc. | 0001730295 | Oct 29, 2024 | 664 | $270.6M |
| 360 Financial, Inc. | 0001802324 | Nov 14, 2024 | 89 | $270.7M |
| Kooman & Associates | 0001961850 | Oct 24, 2024 | 46 | $270.8M |
| Union Heritage Capital, LLC | 0001862428 | Jan 10, 2025 | 59 | $271.0M |
| Alaethes Wealth, LLC | 0001859677 | Nov 14, 2024 | 112 | $271.1M |
| Three Bridge Wealth Advisors, LLC | 0001950962 | Nov 13, 2024 | 87 | $271.1M |
| University of Illinois Foundation | 0001994249 | Nov 13, 2024 | 3 | $271.1M |
| Sterling Financial Planning, Inc. | 0001844278 | Oct 31, 2024 | 108 | $271.2M |
| BNC Wealth Management, LLC | 0001821549 | Oct 31, 2024 | 93 | $271.4M |
| Select Asset Management & Trust | 0001600636 | Nov 14, 2024 | 69 | $271.5M |
| Silver Coast Investments LLC | 0002012033 | Oct 28, 2024 | 99 | $271.5M |
| BOS Asset Management, LLC | 0001965814 | Oct 16, 2024 | 165 | $271.6M |
| Lansing Street Advisors | 0001926571 | Oct 29, 2024 | 119 | $271.7M |
| Harmony Asset Management LLC | 0002002815 | Nov 14, 2024 | 160 | $272.0M |
| Legacy Wealth Management, LLC / MS | 0002047443 | Dec 12, 2024 | 96 | $272.3M |
| Moerus Capital Management LLC | 0001742647 | Nov 14, 2024 | 17 | $272.4M |
| SAM Advisors, LLC | 0001600944 | Nov 6, 2024 | 41 | $272.4M |
| Kelly Financial Services LLC | 0002023336 | Oct 9, 2024 | 112 | $272.7M |
| New Century Financial Group, LLC | 0002010693 | Oct 18, 2024 | 311 | $272.8M |
| Quaker Wealth Management, LLC | 0001733472 | Nov 12, 2024 | 61 | $272.8M |
| Tempus Wealth Planning, LLC | 0001806428 | Oct 22, 2024 | 220 | $273.0M |
| Greenfield Seitz Capital Management, LLC | 0002097528 | Nov 24, 2025 | 98 | $273.0M |
| Snider Financial Group | 0001820681 | Nov 6, 2024 | 61 | $273.2M |