| Hobart Private Capital, LLC | 0001767062 | Apr 15, 2024 | 63 | $327.9M |
| Berkeley Capital Partners, LLC | 0001667694 | May 14, 2024 | 165 | $328.0M |
| Wagner Wealth Management, LLC | 0001728657 | Apr 23, 2024 | 248 | $328.1M |
| Nine Ten Capital Management LLC | 0001635236 | May 15, 2024 | 13 | $328.4M |
| Agur Provident & Training Funds Management Ltd. | 0001670627 | May 15, 2024 | 24 | $328.5M |
| Scott Capital Advisors, LLC | 0001905673 | Apr 18, 2024 | 52 | $328.5M |
| EFG Asset Management (Americas) Corp. | 0001598340 | Apr 22, 2024 | 126 | $328.6M |
| Bienville Capital Management, LLC | 0001605070 | May 15, 2024 | 77 | $328.7M |
| Regis Management CO LLC | 0001352776 | Apr 25, 2024 | 40 | $328.8M |
| Solus Alternative Asset Management LP | 0001407737 | May 15, 2024 | 10 | $328.9M |
| Oakwell Private Wealth Management, LLC | 0001844024 | Apr 25, 2024 | 64 | $329.0M |
| VestGen Investment Management | 0001511739 | May 1, 2024 | 145 | $329.1M |
| Alpha Wave Global, LP | 0001558858 | May 15, 2024 | 26 | $329.1M |
| M. Kraus & Co | 0001593688 | Apr 10, 2024 | 82 | $329.3M |
| Source Financial Advisors LLC | 0001830954 | May 1, 2024 | 120 | $329.4M |
| Inclusive Capital Partners, L.P. | 0001817187 | May 15, 2024 | 3 | $330.3M |
| Keudell/Morrison Wealth Management | 0001785498 | May 7, 2024 | 204 | $330.4M |
| Watchman Group, Inc. | 0001748726 | May 9, 2024 | 83 | $330.9M |
| Tree Line Advisors (Hong Kong) Ltd. | 0001535096 | May 15, 2024 | 7 | $331.4M |
| Hourglass Capital, LLC | 0001442573 | Apr 26, 2024 | 102 | $331.9M |
| Archer Investment Corp | 0001803804 | May 9, 2024 | 1,073 | $332.2M |
| Seaview Investment Managers LLC | 0001832158 | May 10, 2024 | 92 | $332.2M |
| Kraft, Davis & Associates, LLC | 0001919438 | May 15, 2024 | 132 | $332.4M |
| Portland Investment Counsel Inc. | 0001081668 | May 15, 2024 | 52 | $332.4M |
| Gardner Lewis Asset Management L P | 0000941560 | May 13, 2024 | 62 | $332.5M |
| Vision Capital Corp | 0001764403 | May 13, 2024 | 15 | $332.6M |
| Nvidia Corp. | 0001045810 | May 15, 2024 | 4 | $332.7M |
| Oliver Lagore Vanvalin Investment Group | 0001907568 | May 15, 2024 | 733 | $332.9M |
| Howard Hughes Medical Institute | 0000810386 | May 15, 2024 | 2 | $332.9M |
| Prism Advisors, Inc. | 0001717027 | Apr 5, 2024 | 59 | $333.0M |
| Founders Financial Alliance, LLC | 0001832190 | May 14, 2024 | 557 | $333.1M |
| Orion Resource Partners (usa) LP | 0001714217 | May 14, 2024 | 4 | $333.3M |
| Roberts Glore & Co. Inc. | 0001017115 | May 9, 2024 | 209 | $333.9M |
| Independence Bank of Kentucky | 0001730479 | Apr 16, 2024 | 517 | $333.9M |
| MSA Advisors, LLC | 0001040410 | May 14, 2024 | 23 | $334.0M |
| Wambolt & Associates, LLC | 0001755723 | Apr 30, 2024 | 219 | $334.3M |
| Rather & Kittrell, Inc. | 0001582112 | Apr 25, 2024 | 82 | $334.4M |
| SWS Partners | 0001731731 | Apr 30, 2024 | 114 | $334.5M |
| New Capital Management LP | 0001696731 | Apr 9, 2024 | 57 | $334.9M |
| Chan Zuckerberg Initiative, LLC | 0001997453 | May 15, 2024 | 2 | $335.0M |
| Marion Wealth Management | 0001911097 | Apr 8, 2024 | 121 | $335.0M |
| Farmers National Bank | 0001632966 | Aug 28, 2024 | 159 | $335.3M |
| Alliance Wealth Advisors, LLC | 0001893261 | May 13, 2024 | 230 | $335.3M |
| Fourth Sail Capital LP | 0001803158 | Apr 12, 2024 | 23 | $335.3M |
| Hound Partners, LLC | 0001353316 | May 15, 2024 | 15 | $335.5M |
| Cim Investment Management Inc. | 0001179791 | May 7, 2024 | 285 | $335.6M |
| Raffa Wealth Management, LLC | 0001631073 | Jul 27, 2026 | 1,128 | $335.7M |
| Tenere Capital LLC | 0001849517 | May 15, 2024 | 27 | $335.9M |
| Householder Group Estate & Retirement Specialist, LLC | 0001881590 | May 3, 2024 | 1,275 | $336.1M |
| Rock Point Advisors, LLC | 0001301540 | May 10, 2024 | 107 | $336.7M |
| Root Financial Partners, LLC | 0001977181 | Apr 24, 2024 | 96 | $337.2M |
| Pensionfund Sabic | 0001637246 | Apr 8, 2024 | 194 | $337.4M |
| Harrell Investment Partners, LLC | 0001802882 | May 10, 2024 | 89 | $337.4M |
| Venator Management LLC | 0001838211 | May 13, 2024 | 28 | $337.9M |
| Pinnacle Bancorp, Inc. | 0001703383 | Apr 16, 2024 | 822 | $338.1M |
| Financial Consulate, Inc. | 0001624510 | Apr 23, 2024 | 40 | $338.4M |
| Steadview Capital Management LLC | 0001844008 | May 14, 2024 | 8 | $338.4M |
| Wealth Dimensions Group, Ltd. | 0001846462 | May 9, 2024 | 142 | $338.6M |
| White Pine Investment CO | 0001318259 | Apr 26, 2024 | 63 | $338.6M |
| F&V Capital Management, LLC | 0001569453 | Apr 15, 2024 | 56 | $339.4M |
| tru Independence LLC | 0001785445 | Apr 18, 2024 | 108 | $339.5M |
| Denali Advisors LLC | 0001142941 | Apr 19, 2024 | 450 | $339.6M |
| Delta Financial Group, Inc. | 0001965718 | Apr 30, 2024 | 236 | $339.7M |
| Marcho Partners LLP | 0001782974 | May 13, 2024 | 9 | $339.8M |
| Paulson Wealth Management Inc. | 0001731878 | May 3, 2024 | 143 | $340.1M |
| Alliance Wealth Management Group | 0001623707 | May 2, 2024 | 79 | $340.8M |
| Orchard Capital Management, LLC | 0001858319 | May 15, 2024 | 49 | $340.9M |
| Van Den Berg Management I, Inc. | 0001142062 | May 15, 2024 | 111 | $341.0M |
| Shay Capital LLC | 0001723643 | May 15, 2024 | 267 | $341.1M |
| Global Frontier Investments LLC | 0001821219 | May 15, 2024 | 23 | $341.3M |
| Trinity Legacy Partners, LLC | 0001652529 | Apr 24, 2024 | 102 | $341.4M |
| Redwood Investments, LLC | 0001384058 | May 15, 2024 | 119 | $341.6M |
| Westover Capital Advisors, LLC | 0001483467 | May 3, 2024 | 183 | $341.7M |
| Satovsky Asset Management LLC | 0001807288 | Apr 23, 2024 | 50 | $341.8M |
| Harvey Capital Management Inc. | 0001119032 | May 10, 2024 | 77 | $341.8M |
| Conrad Siegel Investment Advisors, Inc. | 0001905875 | Apr 10, 2024 | 38 | $341.9M |
| First Wilshire Securities Management Inc. | 0000732847 | May 15, 2024 | 82 | $341.9M |
| Flow State Investments, L.P. | 0001850755 | May 13, 2024 | 221 | $342.0M |
| Seafarer Capital Partners, LLC | 0001697721 | May 3, 2024 | 6 | $342.1M |
| New World Advisors LLC | 0001767724 | Apr 22, 2024 | 69 | $342.1M |
| XR Securities LLC | 0001531971 | May 8, 2024 | 65 | $342.2M |
| Shikiar Asset Management Inc. | 0001058022 | Apr 22, 2024 | 72 | $342.3M |
| Accurate Wealth Management, LLC | 0001877728 | Apr 23, 2024 | 288 | $342.4M |
| C Partners Holding GmbH | 0001634083 | May 15, 2024 | 13 | $342.7M |
| Stonebrook Private Inc. | 0002008738 | May 7, 2024 | 215 | $342.8M |
| Debussy Capital Management LP | 0001682021 | May 15, 2024 | 220 | $342.8M |
| Riggs Asset Managment Co. Inc. | 0001601348 | May 3, 2024 | 648 | $342.8M |
| Wolff Financial Management LLC | 0001767940 | Apr 24, 2024 | 97 | $343.1M |
| Covenant Partners, LLC | 0001302739 | Apr 30, 2024 | 190 | $343.1M |
| Auxano Advisors, LLC | 0001811491 | May 3, 2024 | 152 | $343.4M |
| Fernwood Investment Management, LLC | 0001570296 | May 13, 2024 | 718 | $343.5M |
| Builder Investment Group Inc. | 0000727117 | May 13, 2024 | 106 | $343.5M |
| Everhart Financial Group, Inc. | 0001852858 | May 13, 2024 | 277 | $343.5M |
| CIC Wealth, LLC | 0001965909 | Apr 15, 2024 | 161 | $343.7M |
| Stokes Capital Advisors, LLC | 0001734460 | Apr 16, 2024 | 76 | $343.8M |
| Regents of the University of California | 0000315054 | May 6, 2024 | 26 | $344.0M |
| Essex Bank | 0001752212 | Apr 22, 2024 | 264 | $344.1M |
| Rothschild Capital Partners, LLC | 0001569833 | May 14, 2024 | 44 | $344.2M |
| Childress Capital Advisors, LLC | 0001849561 | Apr 24, 2024 | 209 | $344.3M |
| Muhlenkamp & Co. Inc. | 0001133219 | Apr 23, 2024 | 29 | $344.3M |