| Brown Miller Wealth Management, LLC | 0001840084 | Apr 17, 2025 | 180 | $289.0M |
| Continental General Insurance Co. | 0000024046 | May 14, 2025 | 10 | $289.0M |
| Nixon Capital, LLC | 0001846352 | May 15, 2025 | 22 | $289.1M |
| Sicart Associates LLC | 0001696494 | Apr 25, 2025 | 66 | $289.1M |
| Columbia Bank | 0002017259 | May 13, 2025 | 155 | $289.2M |
| Neumann Capital Management, LLC | 0001631930 | Apr 16, 2025 | 99 | $289.3M |
| Nordflint Capital Partners Fondsmaeglerselskab A/S | 0001815421 | Sep 4, 2026 | 1 | $289.3M |
| Mudrick Capital Management, L.P. | 0001655183 | May 15, 2025 | 2 | $289.3M |
| OLIO Financial Planning | 0001906766 | Apr 11, 2025 | 59 | $289.3M |
| Mezzasalma Advisors, LLC | 0001864916 | Apr 18, 2025 | 147 | $289.3M |
| Greenlea Lane Capital Management, LLC | 0001766504 | May 13, 2025 | 8 | $289.4M |
| Rench Wealth Management, Inc. | 0001599016 | May 15, 2025 | 49 | $289.6M |
| Trust Co. of Oklahoma | 0001083323 | Apr 15, 2025 | 131 | $289.7M |
| Socorro Asset Management LP | 0001781882 | May 15, 2025 | 33 | $289.8M |
| Solus Alternative Asset Management LP | 0001407737 | May 15, 2025 | 9 | $290.1M |
| True Wind Capital Management, L.P. | 0001824827 | Apr 30, 2025 | 2 | $290.1M |
| Provident Wealth Management, LLC | 0001799797 | Apr 21, 2025 | 136 | $290.2M |
| Morling Financial Advisors, LLC | 0001905198 | May 6, 2025 | 120 | $290.3M |
| Ceera Investments, LLC | 0001860698 | Apr 29, 2025 | 101 | $290.3M |
| Brown Wealth Management, LLC | 0001987005 | May 7, 2025 | 93 | $290.8M |
| Vert Asset Management LLC | 0001904664 | Apr 14, 2025 | 45 | $290.9M |
| Argonautica Private Wealth Management, Inc. | 0001931870 | May 6, 2025 | 180 | $291.0M |
| Silverleafe Capital Partners, LLC | 0001535611 | Apr 21, 2025 | 88 | $291.0M |
| Palidye Holdings (Caymans) Ltd | 0002043694 | May 15, 2025 | 2 | $291.2M |
| Droms Strauss Advisors Inc. /Mo/ | 0001053292 | May 2, 2025 | 65 | $291.3M |
| VELA Investment Management, LLC | 0001895612 | Apr 29, 2025 | 130 | $291.4M |
| Family Legacy, Inc. | 0001706016 | Apr 23, 2025 | 120 | $291.4M |
| BOS Asset Management, LLC | 0001965814 | May 22, 2025 | 164 | $291.4M |
| Graybill Wealth Management, LTD. | 0001252007 | May 2, 2025 | 190 | $291.5M |
| HT Partners LLC | 0001552999 | Apr 17, 2025 | 50 | $291.5M |
| Post Oak Energy Holdings, LLC | 0001911838 | May 15, 2025 | 1 | $291.5M |
| Quattro Financial Advisors LLC | 0001705929 | Apr 29, 2025 | 84 | $291.7M |
| Pathway Financial Advisers, LLC | 0002024152 | May 9, 2025 | 158 | $291.8M |
| Balefire, LLC | 0001750924 | Apr 23, 2025 | 205 | $291.8M |
| Wade Financial Advisory, Inc | 0001802670 | May 9, 2025 | 76 | $291.9M |
| Roanoke Asset Management Corp./ NY | 0001089710 | May 13, 2025 | 93 | $292.1M |
| Financial Perspectives, Inc | 0002003287 | Apr 18, 2025 | 724 | $292.1M |
| Henry James International Management Inc. | 0001750423 | Apr 25, 2025 | 99 | $292.1M |
| Sterling Investment Counsel, LLC | 0001925853 | Apr 21, 2025 | 174 | $292.2M |
| BlackBarn Capital Partners LP | 0002010204 | May 14, 2025 | 18 | $292.8M |
| Websterrogers Financial Advisors, LLC | 0001841757 | Apr 9, 2025 | 84 | $292.8M |
| PARUS FINANCE (UK) Ltd | 0001611519 | May 9, 2025 | 32 | $292.9M |
| Mirabaud & Cie SA | 0001869685 | May 9, 2025 | 59 | $293.0M |
| West Virginia University Foundation, Inc | 0002109379 | Feb 24, 2026 | 2 | $293.1M |
| Rubicon Global Capital Ltd | 0002055276 | Apr 15, 2025 | 10 | $293.3M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0002071170 | Aug 14, 2025 | 654 | $293.3M |
| JRM Investment Counsel, LLC | 0001631084 | May 14, 2025 | 20 | $293.4M |
| Empirical Asset Management, LLC | 0001926596 | May 12, 2025 | 301 | $293.4M |
| Arcataur Capital Management LLC | 0001987321 | May 7, 2025 | 99 | $293.4M |
| Chapin Davis, Inc. | 0000872098 | Apr 23, 2025 | 224 | $293.4M |
| Astoria Portfolio Advisors LLC. | 0001931642 | Apr 28, 2025 | 237 | $293.6M |
| Tikvah Management LLC | 0001606477 | May 13, 2025 | 24 | $293.6M |
| Aquamarine Capital (Aquamarine Zurich) | 0001953324 | Jul 18, 2025 | 14 | $293.7M |
| Heritage Wealth Management, Inc. | 0001944755 | Apr 29, 2025 | 228 | $293.8M |
| Boone Capital Management LLC | 0001882053 | May 15, 2025 | 12 | $293.8M |
| Pecaut & Co. | 0001597200 | May 2, 2025 | 77 | $293.9M |
| Coalescence Partners Investment Management, LP | 0001759662 | May 14, 2025 | 14 | $293.9M |
| Thomas J. Herzfeld Advisors, Inc. | 0001509510 | May 14, 2025 | 128 | $294.0M |
| Narus Financial Partners, LLC | 0001698091 | Apr 30, 2025 | 149 | $294.0M |
| Smart Money Group LLC | 0001728866 | May 12, 2025 | 77 | $294.1M |
| Sophron Capital Management L.P. | 0002027142 | May 15, 2025 | 39 | $294.1M |
| Level Financial Advisors | 0001871734 | Apr 10, 2025 | 85 | $294.1M |
| Morton Brown Family Wealth, LLC | 0001909851 | Apr 25, 2025 | 324 | $294.2M |
| Hamel Associates, Inc. | 0001599760 | May 6, 2025 | 71 | $294.2M |
| Snow Phipps Group, LLC | 0001698661 | Apr 10, 2025 | 2 | $294.3M |
| Cavalier Investments, LLC | 0001655543 | Apr 24, 2025 | 75 | $294.3M |
| Vishria Bird Financial Group, LLC | 0001746438 | Apr 28, 2025 | 83 | $294.4M |
| Wambolt & Associates, LLC | 0001755723 | May 12, 2025 | 170 | $294.5M |
| Avalon Global Asset Management LLC | 0001314273 | May 14, 2025 | 26 | $294.7M |
| Monarch Alternative Capital LP | 0001281084 | May 15, 2025 | 5 | $295.0M |
| Trybe Capital Management LP | 0001807902 | May 15, 2025 | 8 | $295.1M |
| Courage Miller Partners, LLC | 0001482106 | Apr 29, 2025 | 82 | $295.2M |
| Stone Summit Wealth LLC | 0001908192 | Apr 24, 2025 | 140 | $295.2M |
| GoodHaven Capital Management, LLC | 0001542300 | Apr 14, 2025 | 25 | $295.2M |
| Dynamo Internacional Gestao DE Recursos Ltda. | 0001546790 | May 15, 2025 | 6 | $295.3M |
| Uptick Partners, LLC | 0002005353 | Apr 24, 2025 | 190 | $295.3M |
| Atwater Malick LLC | 0001769288 | Apr 11, 2025 | 78 | $295.6M |
| Altos Ventures Management, Inc. | 0001881755 | May 12, 2025 | 1 | $295.6M |
| Valtinson Bruner Financial Planning LLC | 0001761450 | May 14, 2025 | 145 | $295.8M |
| FC Advisory LLC | 0001683754 | Apr 7, 2025 | 105 | $295.8M |
| Norman Fields, Gottscho Capital Management, LLC | 0001352449 | Apr 3, 2025 | 58 | $295.8M |
| Shoker Investment Counsel, Inc. | 0001599623 | May 7, 2025 | 104 | $296.0M |
| Lombard Odier Asset Management (USA) Corp | 0001491719 | May 15, 2025 | 132 | $296.1M |
| Claar Advisors LLC | 0001593410 | May 15, 2025 | 19 | $296.2M |
| Ask Capital Management, LLC | 0002056598 | May 9, 2025 | 4 | $296.2M |
| Hilltop Partners LLC | 0001957867 | May 15, 2025 | 102 | $296.3M |
| Cannell Capital LLC | 0001058854 | May 15, 2025 | 48 | $296.4M |
| Beam Wealth Advisors, Inc. | 0001803426 | May 12, 2025 | 102 | $296.5M |
| Patriot Financial Partners Gp, LP | 0001470261 | May 13, 2025 | 10 | $296.6M |
| Horan Capital Advisors, LLC. | 0001584086 | May 7, 2025 | 118 | $296.6M |
| S.E.E.D. Planning Group LLC | 0001765515 | Apr 8, 2025 | 73 | $296.7M |
| Highline Wealth Partners LLC | 0002042654 | Apr 17, 2025 | 1,017 | $296.8M |
| SOF Ltd | 0001697569 | May 15, 2025 | 1 | $297.1M |
| BRIGHT VALLEY CAPITAL Ltd | 0001965546 | May 13, 2025 | 16 | $297.3M |
| New York Life Insurance Co. | 0000071633 | May 7, 2025 | 3 | $297.5M |
| Darwin Wealth Management, LLC | 0001663224 | Aug 18, 2025 | 638 | $297.5M |
| Van Strum & Towne Inc. | 0001080173 | May 6, 2025 | 114 | $297.6M |
| PL Capital Advisors, LLC | 0001569147 | May 13, 2025 | 27 | $297.7M |
| Wolf Group Capital Advisors | 0001579111 | Apr 18, 2025 | 166 | $297.7M |
| EnRich Financial Partners LLC | 0001955091 | Apr 25, 2025 | 55 | $297.8M |