| Wealth Group Ltd | 0002010748 | Oct 8, 2024 | 65 | $343.5M |
| Covenant Partners, LLC | 0001302739 | Oct 24, 2024 | 177 | $343.6M |
| Bruce & Co., Inc. | 0001358331 | Nov 14, 2024 | 41 | $343.6M |
| Ironsides Asset Advisors, LLC | 0001615135 | Oct 31, 2024 | 74 | $343.8M |
| Clarity Wealth Advisors, LLC | 0001767384 | Oct 18, 2024 | 94 | $344.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0001936603 | Nov 7, 2024 | 317 | $344.1M |
| Mirabaud & Cie SA | 0001869685 | Nov 1, 2024 | 55 | $344.2M |
| Debussy Capital Management LP | 0001682021 | Nov 14, 2024 | 226 | $344.4M |
| Windsor Capital Management, LLC | 0001543100 | Oct 23, 2024 | 119 | $344.6M |
| General Pension Society PZU Joint Stock Co | 0002057421 | Mar 10, 2025 | 18 | $344.7M |
| Cordgrass Capital Advisors, LLC | 0001912040 | Nov 6, 2024 | 216 | $345.0M |
| B&I Capital AG | 0001843527 | Oct 29, 2024 | 27 | $345.0M |
| McCollum Christoferson Group LLC | 0001727573 | Oct 16, 2024 | 70 | $345.2M |
| AA Financial Advisors, LLC | 0002016899 | Oct 18, 2024 | 170 | $345.3M |
| EDENTREE ASSET MANAGEMENT Ltd | 0001980273 | Nov 14, 2024 | 64 | $345.4M |
| Lead Edge Capital Management, LLC | 0001802797 | Nov 14, 2024 | 10 | $345.4M |
| Venator Management LLC | 0001838211 | Nov 13, 2024 | 23 | $345.4M |
| Saraza Management, LP | 0001894188 | Nov 14, 2024 | 17 | $345.4M |
| Van Den Berg Management I, Inc. | 0001142062 | Nov 14, 2024 | 107 | $345.7M |
| Roberts Glore & Co. Inc. | 0001017115 | Nov 14, 2024 | 209 | $345.7M |
| Lorne Steinberg Wealth Management Inc. | 0001851362 | Oct 25, 2024 | 69 | $345.9M |
| Horiko Capital Management LLC | 0001762718 | Nov 13, 2024 | 21 | $345.9M |
| Summit Wealth Group, LLC | 0001802865 | Nov 8, 2024 | 99 | $346.7M |
| Barometer Capital Management Inc. | 0001536890 | Nov 14, 2024 | 161 | $346.7M |
| Siena Capital Partners GP, LLC | 0001694886 | Nov 12, 2024 | 110 | $346.9M |
| Davidson Capital Management Inc. | 0001808748 | Oct 25, 2024 | 81 | $346.9M |
| Firetrail Investments PTY Ltd. | 0001943822 | Nov 6, 2024 | 27 | $347.2M |
| Continental General Insurance Co. | 0000024046 | Nov 14, 2024 | 6 | $347.3M |
| AMJ Financial Wealth Management | 0001801585 | Nov 12, 2024 | 82 | $347.5M |
| EPIQ Capital Group, LLC | 0001779453 | Nov 14, 2024 | 73 | $347.5M |
| New Harbor Financial Group, LLC | 0001548577 | Oct 16, 2024 | 54 | $347.7M |
| Oakwell Private Wealth Management, LLC | 0001844024 | Nov 4, 2024 | 61 | $347.7M |
| GoalVest Advisory LLC | 0001839307 | Nov 6, 2024 | 374 | $347.8M |
| Park Place Capital Corp | 0001965810 | Oct 8, 2024 | 857 | $348.1M |
| Gavilan Investment Partners LLC | 0001963404 | Nov 13, 2024 | 13 | $348.1M |
| Hartree Partners, LP | 0001597857 | Nov 13, 2024 | 58 | $348.1M |
| NFC Investments, LLC | 0001512858 | Nov 14, 2024 | 35 | $348.1M |
| WealthBridge Capital Management, LLC | 0001767313 | Oct 7, 2024 | 209 | $348.2M |
| Outlook Wealth Advisors, LLC | 0001767151 | Oct 23, 2024 | 254 | $348.2M |
| Birinyi Associates Inc. | 0001079738 | Nov 14, 2024 | 58 | $348.3M |
| Aristotle Pacific Capital, LLC | 0001844577 | Nov 14, 2024 | 6 | $348.4M |
| Little House Capital LLC | 0001748814 | Oct 21, 2024 | 111 | $348.6M |
| Apeiron RIA LLC | 0001801846 | Nov 14, 2024 | 204 | $348.8M |
| Wiser Wealth Management, Inc | 0001573263 | Oct 3, 2024 | 49 | $348.9M |
| Haverford Financial Services, Inc. | 0001347683 | Oct 28, 2024 | 41 | $349.4M |
| Seafarer Capital Partners, LLC | 0001697721 | Nov 4, 2024 | 7 | $349.5M |
| Home Federal Bank of Tennessee | 0001665446 | Oct 21, 2024 | 80 | $349.6M |
| American Financial Group Inc. 401(K) Retirement & Savings Plan | 0000943719 | Nov 12, 2024 | 1 | $349.6M |
| Prism Advisors, Inc. | 0001717027 | Oct 15, 2024 | 67 | $349.6M |
| High Note Wealth, LLC | 0001807283 | Oct 8, 2024 | 101 | $349.8M |
| DDFG, Inc | 0001967640 | Nov 8, 2024 | 80 | $350.0M |
| Park Edge Advisors, LLC | 0001965659 | Oct 24, 2024 | 139 | $350.0M |
| Berkeley Capital Partners, LLC | 0001667694 | Nov 14, 2024 | 164 | $350.2M |
| Goodman Advisory Group, LLC | 0001864123 | Nov 15, 2024 | 196 | $350.3M |
| Advus Financial Partners, LLC | 0002150676 | Aug 25, 2026 | 220 | $350.4M |
| Essex Woodlands Management, Inc. | 0001542339 | Nov 14, 2024 | 7 | $350.4M |
| Safeguard Investment Advisory Group, LLC | 0001846711 | Nov 14, 2024 | 119 | $350.7M |
| MYDA Advisors LLC | 0001589689 | Nov 13, 2024 | 115 | $350.7M |
| Donoghue Forlines LLC | 0001702435 | Nov 13, 2024 | 226 | $350.8M |
| Asset Allocation Strategies LLC | 0001922879 | Nov 18, 2024 | 117 | $351.3M |
| Solus Alternative Asset Management LP | 0001407737 | Nov 14, 2024 | 10 | $351.6M |
| Charles-Lim Capital Ltd | 0001634255 | Nov 13, 2024 | 5 | $351.7M |
| G2 Investment Partners Management LLC | 0001593404 | Nov 14, 2024 | 59 | $352.0M |
| Curran Financial Partners, LLC | 0001843867 | Oct 16, 2024 | 90 | $352.1M |
| St. Clair Advisors, LLC | 0002056292 | Apr 10, 2025 | 78 | $352.1M |
| Curtis Advisory Group, LLC | 0001664656 | Nov 5, 2024 | 97 | $352.2M |
| Ballast, Inc. | 0001730477 | Oct 16, 2024 | 125 | $352.5M |
| Whitener Capital Management, Inc. | 0000825217 | Oct 29, 2024 | 155 | $352.6M |
| Anatole Investment Management Ltd | 0001693745 | Nov 14, 2024 | 13 | $352.6M |
| Scott Capital Advisors, LLC | 0001905673 | Oct 9, 2024 | 52 | $352.6M |
| Gardner Lewis Asset Management L P | 0000941560 | Nov 12, 2024 | 63 | $353.0M |
| Minot Capital, LP | 0001835714 | Nov 13, 2024 | 6 | $353.3M |
| Harrell Investment Partners, LLC | 0001802882 | Oct 11, 2024 | 91 | $353.4M |
| Artia Global Partners LP | 0001937964 | Nov 14, 2024 | 44 | $353.6M |
| Saybrook Capital | 0001044924 | Oct 25, 2024 | 41 | $354.0M |
| Quattro Financial Advisors LLC | 0001705929 | Jan 28, 2025 | 77 | $354.1M |
| New Capital Management LP | 0001696731 | Oct 7, 2024 | 52 | $354.3M |
| Stewardship Advisors, LLC | 0001733219 | Oct 21, 2024 | 143 | $354.3M |
| Sollinda Capital Management LLC | 0002012034 | Oct 29, 2024 | 67 | $354.3M |
| Ogborne Capital Management, LLC | 0001619083 | Nov 14, 2024 | 15 | $354.3M |
| El Puerto de Liverpool, S.A.B. de C.V. | 0001946901 | Nov 12, 2024 | 1 | $354.3M |
| Rockline Wealth Management, LLC | 0002005098 | Oct 17, 2024 | 101 | $354.4M |
| Coston, McIsaac & Partners | 0001945037 | Oct 22, 2024 | 858 | $354.4M |
| Okabena Investment Services Inc. | 0001157519 | Nov 12, 2024 | 107 | $354.5M |
| Annis Gardner Whiting Capital Advisors, LLC | 0001998414 | Nov 14, 2024 | 728 | $355.0M |
| Smith & Howard Wealth Management, LLC | 0001543991 | Oct 23, 2024 | 80 | $355.5M |
| Benin Management CORP | 0001352871 | Oct 21, 2024 | 124 | $355.7M |
| Sands Capital Alternatives, LLC | 0001846444 | Nov 13, 2024 | 20 | $355.8M |
| First Wilshire Securities Management Inc. | 0000732847 | Nov 14, 2024 | 84 | $355.9M |
| Uncommon Cents Investing LLC | 0001729754 | Oct 17, 2024 | 444 | $355.9M |
| Sage Advisory Services, Ltd.Co. | 0001534378 | Nov 4, 2024 | 46 | $356.2M |
| Tybourne Capital Management (hk) Ltd. | 0001553936 | Nov 14, 2024 | 32 | $356.7M |
| Capital Planning LLC | 0001790688 | Oct 16, 2024 | 87 | $356.7M |
| VestGen Investment Management | 0001511739 | Oct 30, 2024 | 169 | $356.9M |
| Milestone Investment Advisors LLC | 0001967018 | Oct 30, 2024 | 127 | $357.0M |
| Agilis Partners LLC | 0001633903 | Nov 6, 2024 | 25 | $357.1M |
| Timber Creek Capital Management LLC | 0001510848 | Nov 14, 2024 | 81 | $357.2M |
| Globe Life Inc. | 0000320335 | Nov 13, 2024 | 2 | $357.4M |
| DeDora Capital, Inc. | 0001717658 | Oct 21, 2024 | 108 | $358.0M |
| Zeno Equity Partners LLP | 0002013334 | Nov 12, 2024 | 14 | $358.0M |