| Legacy Financial Advisors, Inc. | 0001730810 | Nov 14, 2024 | 358 | $595.4M |
| Chescapmanager LLC | 0001697162 | Nov 14, 2024 | 27 | $595.4M |
| Sugarloaf Wealth Management, LLC | 0001664864 | Oct 8, 2024 | 673 | $595.6M |
| Praesidium Investment Management Company, LLC | 0001320769 | Nov 14, 2024 | 13 | $596.1M |
| ADAR1 Capital Management, LLC | 0001940272 | Nov 14, 2024 | 258 | $596.5M |
| Eagle Rock Investment Company, LLC | 0001911407 | Oct 7, 2024 | 155 | $596.7M |
| Endurance Services Ltd | 0002011025 | Nov 14, 2024 | 17 | $597.0M |
| Texas Permanent School Fund Corp. | 0001223779 | Nov 14, 2024 | 5 | $597.1M |
| Mainstay Capital Management LLC | 0001127612 | Oct 23, 2024 | 111 | $597.4M |
| Harbor Advisors LLC | 0001687156 | Nov 14, 2024 | 188 | $597.5M |
| EagleClaw Capital Managment, LLC | 0001607636 | Nov 8, 2024 | 138 | $597.8M |
| EFG Asset Management (North America) Corp. | 0001911412 | Nov 12, 2024 | 187 | $597.9M |
| Meridian Wealth Advisors, LLC | 0001768095 | Oct 24, 2024 | 176 | $598.0M |
| Gilman Hill Asset Management, LLC | 0001551969 | Oct 10, 2024 | 224 | $598.1M |
| MSD Capital, L.P. | 0001105497 | Nov 14, 2024 | 4 | $598.3M |
| American Investment Services, Inc. | 0001369913 | Nov 14, 2024 | 157 | $598.7M |
| Concord Wealth Partners | 0001814214 | Oct 24, 2024 | 956 | $599.4M |
| Opaleye Management Inc. | 0001595855 | Nov 14, 2024 | 44 | $599.6M |
| Cardinal Point Capital Management ULC | 0001950841 | Oct 8, 2024 | 83 | $599.9M |
| Fort Baker Capital Management LP | 0001688382 | Nov 14, 2024 | 74 | $600.2M |
| Family Manage LLC | 0001539947 | Nov 14, 2024 | 188 | $600.3M |
| Ironwood Investment Counsel, LLC | 0001330463 | Nov 14, 2024 | 256 | $600.6M |
| Red Door Wealth Management, LLC | 0001783599 | Oct 16, 2024 | 217 | $601.2M |
| SkyView Investment Advisors, LLC | 0001848237 | Nov 21, 2024 | 306 | $601.5M |
| Belmont Capital, LLC | 0001793367 | Nov 7, 2024 | 168 | $601.8M |
| Sycomore Asset Management | 0001728681 | Nov 6, 2024 | 70 | $602.5M |
| Rollins Financial Advisors, LLC | 0001884018 | Nov 13, 2024 | 140 | $602.5M |
| Sanders Morris Harris LLC | 0001053994 | Oct 9, 2024 | 287 | $602.9M |
| BW Gestao de Investimentos Ltda. | 0001568280 | Nov 14, 2024 | 64 | $604.0M |
| Tennessee Valley Asset Management Partners | 0001826790 | Nov 13, 2024 | 156 | $604.3M |
| Nalanda India Equity Fund Ltd | 0001622904 | Oct 28, 2024 | 2 | $604.4M |
| Symphony Financial, Ltd. Co. | 0001800687 | Oct 21, 2024 | 224 | $604.9M |
| Strategic Point Investment Advisors, LLC | 0001295044 | Oct 15, 2024 | 34 | $606.2M |
| Ethos Financial Group, LLC | 0001954242 | Nov 7, 2024 | 307 | $606.4M |
| Matthews International Capital Management LLC | 0001028074 | Oct 15, 2024 | 42 | $607.2M |
| Yelin Lapidot Holdings Management Ltd. | 0001590495 | Oct 15, 2024 | 91 | $607.3M |
| Buffington Mohr McNeal | 0001317829 | Oct 16, 2024 | 130 | $608.0M |
| Market Street Wealth Management Advisors LLC | 0001767601 | Oct 16, 2024 | 93 | $608.2M |
| Arcadia Investment Management Corp. | 0001016972 | Oct 29, 2024 | 254 | $608.2M |
| Proffitt & Goodson Inc. | 0001123812 | Nov 4, 2024 | 306 | $610.0M |
| Tarbox Family Office, Inc. | 0001599603 | Oct 23, 2024 | 109 | $610.2M |
| Arkansas Financial Group, Inc. | 0000764611 | Oct 4, 2024 | 78 | $610.4M |
| Claret Asset Management Corp | 0001735513 | Nov 14, 2024 | 335 | $610.7M |
| Sphera Funds Management LTD. | 0001496201 | Nov 14, 2024 | 108 | $611.2M |
| Calydon Capital | 0001759271 | Nov 13, 2024 | 237 | $611.6M |
| Third Avenue Management LLC | 0001099281 | Nov 14, 2024 | 59 | $611.6M |
| Chatham Capital Group, Inc. | 0001108969 | Oct 16, 2024 | 195 | $611.7M |
| Gratus Wealth Advisors, LLC | 0002022161 | Oct 8, 2024 | 133 | $612.1M |
| Prime Capital Management Co Ltd | 0001448793 | Nov 14, 2024 | 4 | $612.7M |
| J.P. Marvel Investment Advisors, LLC | 0001426755 | Oct 31, 2024 | 75 | $612.9M |
| 49 Wealth Management, LLC | 0002022291 | Nov 12, 2024 | 179 | $614.1M |
| Intrua Financial, LLC | 0001812792 | May 28, 2025 | 378 | $615.3M |
| UNC Management Company, Inc. | 0001911286 | Nov 14, 2024 | 2 | $615.4M |
| Viking Fund Management LLC | 0001169069 | Oct 11, 2024 | 131 | $615.5M |
| University of Texas/Texas Am Investment Management Co. | 0001019231 | Nov 13, 2024 | 162 | $615.5M |
| Kite Lake Capital Management (UK) LLP | 0001687444 | Nov 14, 2024 | 21 | $616.0M |
| CVA Family Office, LLC | 0001802084 | Oct 10, 2024 | 1,266 | $616.1M |
| Live Oak Private Wealth LLC | 0001799877 | Oct 22, 2024 | 180 | $616.4M |
| Cohen Capital Management, Inc. | 0001508120 | Oct 30, 2024 | 153 | $616.5M |
| Engaged Capital LLC | 0001559771 | Nov 14, 2024 | 9 | $616.5M |
| De Lisle Partners LLP | 0002011184 | Nov 14, 2024 | 195 | $616.9M |
| Maltese Capital Management LLC | 0001040762 | Nov 14, 2024 | 101 | $618.0M |
| Front Street Capital Management, Inc. | 0001683182 | Nov 13, 2024 | 67 | $618.1M |
| Parker Investment Management, LLC | 0001672070 | Nov 14, 2024 | 30 | $618.4M |
| Scarborough Advisors, LLC | 0001815355 | Oct 31, 2024 | 89 | $618.7M |
| Riverstone Holdings LLC | 0001247497 | Nov 13, 2024 | 7 | $619.1M |
| Occidental Asset Management, LLC | 0001770994 | Oct 15, 2024 | 215 | $619.7M |
| Manchester Global Management (UK) Ltd | 0001965104 | Nov 14, 2024 | 20 | $619.8M |
| New England Private Wealth Advisors LLC | 0001582813 | Nov 7, 2024 | 146 | $619.8M |
| DLD Asset Management, LP | 0001578299 | Nov 13, 2024 | 36 | $619.9M |
| Gateway Advisory, LLC | 0001512404 | Nov 14, 2024 | 131 | $620.2M |
| Towercrest Capital Management | 0001633288 | Nov 12, 2024 | 101 | $620.5M |
| Culbertson A N & Co. Inc. | 0001224890 | Oct 16, 2024 | 126 | $621.1M |
| Boussard & Gavaudan Investment Management LLP | 0001614986 | Nov 14, 2024 | 70 | $621.2M |
| Somerville Kurt F | 0001215208 | Nov 12, 2024 | 96 | $621.3M |
| Evermay Wealth Management LLC | 0001066816 | Oct 25, 2024 | 588 | $622.2M |
| Laurel Wealth Advisors LLC | 0001757128 | Nov 5, 2024 | 698 | $622.4M |
| North Point Portfolio Managers Corp. | 0001105344 | Oct 24, 2024 | 93 | $623.7M |
| Lake Street Private Wealth, LLC | 0001772031 | Oct 22, 2024 | 259 | $623.9M |
| Disciplina Capital Management LLC | 0001993404 | Nov 4, 2024 | 72 | $624.4M |
| Octagon Capital Advisors LP | 0001839435 | Nov 14, 2024 | 41 | $624.7M |
| ORG Partners LLC | 0001979372 | Oct 11, 2024 | 1,202 | $624.9M |
| Root Financial Partners, LLC | 0001977181 | Nov 1, 2024 | 152 | $625.1M |
| Aprio Wealth Management, LLC | 0001803519 | Oct 8, 2024 | 290 | $625.3M |
| Alpine Bank Wealth Management | 0001974910 | Nov 12, 2024 | 427 | $625.9M |
| Legacy Edge Advisors, LLC | 0002105396 | Aug 17, 2026 | 183 | $626.0M |
| Formidable Asset Management, LLC | 0001592613 | Nov 12, 2024 | 368 | $626.0M |
| Canal Capital Management, LLC | 0001666733 | Oct 23, 2024 | 155 | $626.1M |
| Jmac Enterprises LLC | 0001907294 | Oct 31, 2024 | 180 | $626.1M |
| Madrone Advisors, LLC | 0001964563 | Nov 14, 2024 | 6 | $626.2M |
| First National Advisers, LLC | 0001941030 | Oct 15, 2024 | 215 | $627.1M |
| Bison Wealth, LLC | 0001633172 | Nov 5, 2024 | 413 | $627.5M |
| Exchange Capital Management, Inc. | 0001317733 | Nov 1, 2024 | 194 | $628.0M |
| Brio Consultants, LLC | 0001747799 | Oct 18, 2024 | 106 | $628.5M |
| Hanson & Doremus Investment Management | 0001393944 | Oct 17, 2024 | 422 | $629.5M |
| Deer Management Co. LLC | 0001494127 | Nov 14, 2024 | 11 | $630.0M |
| Howard Hughes Medical Institute | 0000810386 | Nov 14, 2024 | 2 | $630.4M |
| Marquette Asset Management, LLC | 0001395067 | Oct 8, 2024 | 230 | $630.7M |
| Quadratic Capital Management LLC | 0001697722 | Oct 10, 2024 | 2 | $631.4M |
| First Turn Management, LLC | 0001993440 | Nov 7, 2024 | 38 | $631.6M |