| Financial Consulate, Inc. | 0001624510 | Jul 22, 2024 | 35 | $341.2M |
| Keudell/Morrison Wealth Management | 0001785498 | Jul 16, 2024 | 206 | $341.8M |
| Sand Grove Capital Management LLP | 0001665077 | Aug 14, 2024 | 20 | $342.1M |
| Archer Investment Corp | 0001803804 | Aug 2, 2024 | 1,113 | $342.1M |
| Convergence Investment Partners, LLC | 0001456133 | Aug 1, 2024 | 241 | $342.2M |
| Waypoint Wealth Partners Inc. | 0001817306 | Jul 24, 2024 | 64 | $342.3M |
| Paulson Wealth Management Inc. | 0001731878 | Jul 25, 2024 | 142 | $342.7M |
| F&V Capital Management, LLC | 0001569453 | Jul 22, 2024 | 52 | $343.0M |
| Harrell Investment Partners, LLC | 0001802882 | Jul 18, 2024 | 92 | $344.0M |
| Geisinger Health | 0001946205 | Aug 14, 2024 | 5 | $344.1M |
| Conrad Siegel Investment Advisors, Inc. | 0001905875 | Jul 12, 2024 | 41 | $344.1M |
| Wambolt & Associates, LLC | 0001755723 | Aug 8, 2024 | 203 | $344.3M |
| RAM Investment Partners, LLC | 0001989672 | Jul 29, 2024 | 84 | $344.6M |
| Horrell Capital Management, Inc. | 0001385925 | Jul 26, 2024 | 223 | $344.8M |
| Hedeker Wealth, LLC | 0001633910 | Jul 19, 2024 | 85 | $345.0M |
| PARUS FINANCE (UK) Ltd | 0001611519 | Jul 16, 2024 | 36 | $345.8M |
| Integris Wealth Management, LLC | 0001750852 | Jul 19, 2024 | 93 | $346.2M |
| Shakespeare Wealth Management, LLC | 0001658509 | Aug 13, 2024 | 89 | $346.2M |
| Aikya Investment Management Ltd | 0002005403 | Aug 13, 2024 | 3 | $346.4M |
| C Partners Holding GmbH | 0001634083 | Aug 14, 2024 | 13 | $346.7M |
| Tiger Pacific Capital LP | 0001664492 | Aug 14, 2024 | 12 | $346.9M |
| Agur Provident & Training Funds Management Ltd. | 0001670627 | Aug 14, 2024 | 24 | $346.9M |
| Centric Wealth Management | 0001752761 | Aug 13, 2024 | 160 | $347.2M |
| Crumly & Associates Inc. | 0001759578 | Aug 2, 2024 | 137 | $347.3M |
| Noble Family Wealth, LLC | 0001976065 | Jul 16, 2024 | 61 | $347.4M |
| ALM First Financial Advisors, LLC | 0001950054 | Sep 20, 2024 | 22 | $347.5M |
| Stonebrook Private Inc. | 0002008738 | Aug 6, 2024 | 176 | $347.8M |
| Sage Capital Advisors,llc | 0001714107 | Jul 9, 2024 | 134 | $348.2M |
| MSD Capital, L.P. | 0001105497 | Aug 14, 2024 | 3 | $348.4M |
| Allegheny Financial Group | 0001844148 | Aug 1, 2024 | 221 | $348.5M |
| Oliver Lagore Vanvalin Investment Group | 0001907568 | Aug 15, 2024 | 728 | $348.6M |
| NFC Investments, LLC | 0001512858 | Aug 12, 2024 | 36 | $348.6M |
| Strengthening Families & Communities, LLC | 0001921196 | Jul 22, 2024 | 631 | $348.6M |
| Solus Alternative Asset Management LP | 0001407737 | Aug 14, 2024 | 10 | $348.8M |
| Cornerstone Planning Group LLC | 0001822587 | Aug 13, 2024 | 1,262 | $348.8M |
| MSA Advisors, LLC | 0001040410 | Aug 9, 2024 | 27 | $348.8M |
| Enstar Group LTD | 0001363829 | Aug 14, 2024 | 7 | $349.4M |
| State of New Jersey Common Pension Fund E | 0001483260 | Aug 6, 2024 | 1 | $349.5M |
| Winch Advisory Services, LLC | 0001585822 | Jul 31, 2024 | 460 | $349.7M |
| Owls Nest Partners IA, LLC | 0001845806 | Aug 14, 2024 | 17 | $350.1M |
| Rothschild Capital Partners, LLC | 0001569833 | Aug 13, 2024 | 47 | $350.1M |
| Boyd Watterson Asset Management LLC | 0001121477 | Aug 14, 2024 | 441 | $350.1M |
| Southland Equity Partners LLC | 0002006517 | Jul 12, 2024 | 209 | $350.2M |
| Alliance Wealth Management Group | 0001623707 | Jul 12, 2024 | 83 | $350.3M |
| Wealth Dimensions Group, Ltd. | 0001846462 | Aug 9, 2024 | 140 | $350.8M |
| Stephens Consulting, LLC | 0001961632 | Jul 29, 2024 | 646 | $350.8M |
| Debussy Capital Management LP | 0001682021 | Aug 14, 2024 | 229 | $351.1M |
| JFG Wealth Management, LLC | 0001766972 | Aug 1, 2024 | 56 | $351.2M |
| Hobart Private Capital, LLC | 0001767062 | Jul 30, 2024 | 77 | $351.3M |
| Trinity Legacy Partners, LLC | 0001652529 | Aug 14, 2024 | 102 | $351.6M |
| CMT Capital Markets Trading GmbH | 0001632813 | Aug 14, 2024 | 75 | $351.7M |
| Horiko Capital Management LLC | 0001762718 | Aug 13, 2024 | 21 | $351.7M |
| Annis Gardner Whiting Capital Advisors, LLC | 0001998414 | Aug 12, 2024 | 943 | $351.9M |
| Donoghue Forlines LLC | 0001702435 | Aug 6, 2024 | 220 | $352.0M |
| Juniper Capital Advisors, L.P. | 0002011609 | Feb 17, 2026 | 1 | $352.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0001752758 | Jul 30, 2024 | 82 | $352.2M |
| Finepoint Capital LP | 0001608126 | Aug 13, 2024 | 25 | $352.3M |
| Whitegate Investment Counselors, Inc. | 0001667102 | Jul 30, 2024 | 65 | $352.3M |
| Raffa Wealth Management, LLC | 0001631073 | Jul 27, 2026 | 1,151 | $352.4M |
| Ifrah Financial Services, Inc. | 0001382646 | Aug 5, 2024 | 206 | $352.9M |
| Saybrook Capital | 0001044924 | Aug 7, 2024 | 44 | $353.0M |
| Petix & Botte Co | 0001803255 | Aug 13, 2024 | 122 | $353.0M |
| WESCAP Management Group, Inc. | 0001667140 | Aug 8, 2024 | 95 | $353.2M |
| RJA Asset Management LLC | 0001671817 | Jul 19, 2024 | 4 | $353.5M |
| Varenne Capital Partners | 0001902567 | Aug 12, 2024 | 14 | $353.9M |
| Cornerstone Advisors Asset Management, LLC | 0002044324 | Nov 18, 2024 | 102 | $354.0M |
| Morton Community Bank | 0002011821 | Aug 6, 2024 | 109 | $354.1M |
| Triangle Securities Wealth Management | 0001541353 | Jul 10, 2024 | 195 | $354.1M |
| Oakwell Private Wealth Management, LLC | 0001844024 | Aug 8, 2024 | 65 | $354.1M |
| Inceptionr LLC | 0001821561 | Aug 13, 2024 | 570 | $354.2M |
| Legacy Wealth Asset Management, LLC | 0001846151 | Aug 14, 2024 | 339 | $354.6M |
| Childress Capital Advisors, LLC | 0001849561 | Aug 5, 2024 | 221 | $355.1M |
| PhiloSmith Capital Corp | 0001942361 | Jul 16, 2024 | 23 | $355.4M |
| Crestview Partners III GP, L.P. | 0001703027 | Aug 13, 2024 | 3 | $355.7M |
| Elevated Capital Advisors, LLC | 0001802387 | Aug 1, 2024 | 226 | $355.7M |
| Sage Advisory Services, Ltd.Co. | 0001534378 | Aug 6, 2024 | 46 | $356.2M |
| Householder Group Estate & Retirement Specialist, LLC | 0001881590 | Jul 17, 2024 | 1,177 | $356.2M |
| DGS Capital Management, LLC | 0001900110 | Dec 10, 2024 | 300 | $356.2M |
| Platte River Wealth Advisors, LLC | 0001802013 | Jul 19, 2024 | 94 | $356.5M |
| Pacific Center for Financial Services | 0001698222 | Aug 15, 2024 | 478 | $356.7M |
| Louisbourg Investments Inc. | 0002053050 | Jan 29, 2025 | 169 | $356.9M |
| Bulltick Wealth Management, LLC | 0001912448 | Aug 13, 2024 | 89 | $357.0M |
| Marshall Financial Group, LLC | 0001841496 | Jul 19, 2024 | 169 | $357.5M |
| Clare Market Investments LLC | 0002054098 | Feb 20, 2025 | 140 | $357.9M |
| Paradigm Asset Management Co. LLC | 0001034549 | Aug 12, 2024 | 492 | $358.1M |
| Doliver Advisors, LP | 0000938077 | Jul 12, 2024 | 145 | $358.3M |
| Ellsworth Advisors, LLC | 0001843553 | Jul 18, 2024 | 177 | $358.7M |
| General Pension Society PZU Joint Stock Co | 0002057421 | Mar 10, 2025 | 19 | $358.8M |
| AXS Investments LLC | 0001801467 | Aug 13, 2024 | 218 | $359.0M |
| Gardner Lewis Asset Management L P | 0000941560 | Aug 12, 2024 | 64 | $359.0M |
| Genworth Financial Inc | 0001276520 | Jul 29, 2024 | 2 | $359.1M |
| Lifeworks Advisors, LLC | 0001882132 | Aug 13, 2024 | 222 | $359.1M |
| Shay Capital LLC | 0001723643 | Aug 14, 2024 | 218 | $359.3M |
| New World Advisors LLC | 0001767724 | Aug 2, 2024 | 73 | $359.3M |
| Svenska Handelsbanken AB (publ) | 0001643792 | Jul 10, 2024 | 12 | $359.4M |
| Stokes Capital Advisors, LLC | 0001734460 | Jul 19, 2024 | 75 | $359.5M |
| Blue Owl Capital Holdings LP | 0001858703 | Aug 15, 2024 | 41 | $359.6M |
| Safeguard Financial, LLC | 0001922498 | Aug 7, 2024 | 100 | $359.6M |
| Financial Insights, Inc. | 0001642058 | Jul 16, 2024 | 155 | $359.9M |
| UNIVEST FINANCIAL Corp | 0000102212 | Aug 5, 2024 | 133 | $360.0M |