| Capco Asset Management, LLC | 0001698068 | Feb 11, 2025 | 18 | $444.9M |
| Harbor Group, Inc. | 0001840486 | Jan 15, 2025 | 92 | $445.0M |
| Blume Capital Management, Inc. | 0001587192 | Feb 10, 2025 | 323 | $445.2M |
| Regent Peak Wealth Advisors LLC | 0001803329 | Jan 16, 2025 | 180 | $445.6M |
| WestHill Financial Advisors, Inc. | 0001759641 | Jan 31, 2025 | 78 | $446.4M |
| Richard P Slaughter Associates Inc | 0001811783 | Jan 14, 2025 | 142 | $446.5M |
| Silverarc Capital Management, LLC | 0001816307 | Feb 14, 2025 | 58 | $447.2M |
| Convergence Investment Partners, LLC | 0001456133 | Jan 31, 2025 | 250 | $447.4M |
| BCM Advisors, LLC | 0001373017 | Feb 6, 2025 | 70 | $447.8M |
| Cambridge Advisors Inc. | 0001633695 | Jan 16, 2025 | 168 | $448.0M |
| Inceptionr LLC | 0001821561 | Feb 6, 2025 | 594 | $448.3M |
| Harbour Capital Advisors, LLC | 0001682501 | Jan 13, 2025 | 270 | $448.5M |
| ESL Trust Services, LLC | 0001785545 | Feb 14, 2025 | 332 | $448.7M |
| Bain Capital Credit, LP | 0001317947 | Feb 14, 2025 | 7 | $449.1M |
| Family Firm, Inc. | 0001602603 | Feb 10, 2025 | 212 | $449.6M |
| Intellectus Partners, LLC | 0001677253 | Feb 7, 2025 | 276 | $450.2M |
| Liberty Capital Management, Inc. | 0001366838 | Jan 28, 2025 | 159 | $450.7M |
| Covenant Asset Management, LLC | 0001697717 | Jan 30, 2025 | 136 | $450.8M |
| Owls Nest Partners IA, LLC | 0001845806 | Feb 14, 2025 | 16 | $450.8M |
| Summit X, LLC | 0001697729 | Feb 7, 2025 | 218 | $450.9M |
| Juniper Hill Capital Management LP | 0001803460 | Feb 4, 2025 | 6 | $451.4M |
| Patten Group, Inc. | 0001633207 | Feb 6, 2025 | 249 | $451.9M |
| Yiheng Capital Management, L.P. | 0001447228 | Feb 11, 2025 | 19 | $451.9M |
| Marino, Stram & Associates LLC | 0001099762 | Jan 17, 2025 | 171 | $451.9M |
| Rhino Investment Partners, Inc | 0001828776 | Feb 14, 2025 | 48 | $452.2M |
| V3 Holding Ltd | 0001887845 | Feb 14, 2025 | 1 | $452.7M |
| Milestone Asset Management, LLC | 0001964722 | Jan 23, 2025 | 219 | $452.8M |
| Vertex Planning Partners, LLC | 0001942341 | Feb 12, 2025 | 181 | $453.3M |
| Mattern Wealth Management LLC | 0001802376 | Jan 22, 2025 | 169 | $453.4M |
| Ninety One SA (Pty) Ltd | 0001491998 | Jan 27, 2025 | 74 | $453.4M |
| Holderness Investments Co. | 0001184820 | Feb 11, 2025 | 255 | $453.4M |
| TCP Asset Management, LLC | 0001961898 | Jan 15, 2025 | 91 | $453.5M |
| Marietta Investment Partners LLC | 0001114702 | Feb 11, 2025 | 158 | $453.9M |
| Bison Wealth, LLC | 0001633172 | Feb 14, 2025 | 319 | $454.0M |
| Westover Capital Advisors, LLC | 0001483467 | Feb 6, 2025 | 237 | $454.4M |
| Perkins Coie Trust Co | 0001513038 | Jan 16, 2025 | 299 | $454.4M |
| Think Investments LP | 0001635999 | Feb 14, 2025 | 18 | $454.5M |
| Concord Asset Management, LLC | 0002031885 | Jan 24, 2025 | 129 | $455.0M |
| Cedar Mountain Advisors, LLC | 0001798986 | Jan 21, 2025 | 377 | $455.1M |
| Investors Research Corp | 0001730630 | Feb 7, 2025 | 943 | $455.2M |
| Almitas Capital LLC | 0001596468 | Feb 14, 2025 | 91 | $455.6M |
| Ignite Planners, LLC | 0001849348 | Jan 14, 2025 | 302 | $455.9M |
| Fiduciary Financial Group, LLC | 0001925420 | Jan 14, 2025 | 274 | $456.1M |
| Manchester Financial Inc. | 0000866590 | Jan 30, 2025 | 113 | $456.9M |
| Catalio Capital Management, LP | 0001958125 | Feb 14, 2025 | 33 | $457.1M |
| First Reserve GP XIII Ltd | 0001706604 | Feb 14, 2025 | 1 | $457.2M |
| Independent Solutions Wealth Management, LLC | 0001818391 | Feb 11, 2025 | 171 | $457.3M |
| Great Point Wealth Advisors, LLC | 0001760304 | Jan 24, 2025 | 57 | $457.4M |
| America First Investment Advisors, LLC | 0001308778 | Feb 12, 2025 | 42 | $457.6M |
| Westwind Capital | 0001729269 | Jan 7, 2025 | 40 | $458.3M |
| Greenspring Advisors, LLC | 0001922200 | Jan 27, 2025 | 98 | $458.3M |
| L2 Asset Management, LLC | 0001686988 | Feb 14, 2025 | 247 | $458.3M |
| Sage Rhino Capital LLC | 0001771605 | Feb 6, 2025 | 271 | $458.4M |
| Mission Creek Capital Partners, Inc. | 0001801583 | Feb 14, 2025 | 234 | $458.4M |
| IFC Advisors LLC | 0002053348 | Feb 14, 2025 | 143 | $458.7M |
| LMG Wealth Partners, LLC | 0001965772 | Feb 3, 2025 | 129 | $458.7M |
| Herold Advisors, Inc. | 0001891713 | Feb 14, 2025 | 275 | $458.9M |
| Wooster Corthell Wealth Management, Inc. | 0001566968 | Jan 16, 2025 | 53 | $459.4M |
| Perennial Advisors, LLC | 0001697360 | Feb 21, 2025 | 76 | $459.4M |
| Abundance Wealth Counselors | 0001767080 | Jan 24, 2025 | 141 | $459.5M |
| Altiora Financial Group, LLC | 0001986156 | Feb 7, 2025 | 93 | $459.6M |
| Aljian Capital Management, LLC | 0001731260 | Jan 30, 2025 | 116 | $459.7M |
| Sands Capital Alternatives, LLC | 0001846444 | Feb 13, 2025 | 21 | $459.7M |
| Safeguard Financial, LLC | 0001922498 | Jan 14, 2025 | 114 | $460.2M |
| Kettle Hill Capital Management, LLC | 0001387369 | Feb 14, 2025 | 36 | $460.3M |
| Kahn Brothers Group Inc. | 0001039565 | Feb 14, 2025 | 52 | $460.4M |
| Divisar Capital Management LLC | 0001645721 | Feb 14, 2025 | 30 | $460.7M |
| Lynch & Associates | 0001108965 | Jan 10, 2025 | 116 | $460.9M |
| Atmos Capital Gestao DE Recursos Ltda. | 0001832439 | Feb 14, 2025 | 12 | $461.1M |
| Matauro, LLC | 0002052964 | Feb 3, 2025 | 118 | $461.9M |
| M. Kulyk & Associates, LLC | 0001842370 | Feb 7, 2025 | 105 | $462.1M |
| Kirr Marbach & Co. LLC | 0000764112 | Jan 23, 2025 | 57 | $462.2M |
| AlphaCore Capital LLC | 0001713662 | Feb 21, 2025 | 258 | $462.7M |
| Clearstead Trust, LLC | 0001708001 | Feb 10, 2025 | 430 | $462.7M |
| Cornerstone Advisors Asset Management, LLC | 0002044324 | Jan 31, 2025 | 106 | $462.8M |
| Welch Capital Partners LLC | 0001042063 | Feb 14, 2025 | 21 | $463.1M |
| Kesler, Norman & Wride, LLC | 0001840455 | Feb 12, 2025 | 214 | $463.3M |
| Atlas Venture Advisors, Inc. | 0001767432 | Feb 11, 2025 | 4 | $463.4M |
| one8zero8, LLC | 0002053138 | Feb 10, 2025 | 261 | $463.7M |
| Euro Pacific Asset Management, LLC | 0001796651 | Jan 21, 2025 | 71 | $463.9M |
| Versant Capital Management, Inc | 0001735057 | Jan 3, 2025 | 2,377 | $463.9M |
| Woodard & Co. Asset Management Group Inc. | 0000771118 | Jan 31, 2025 | 126 | $464.0M |
| Optas, LLC | 0001802961 | Jan 24, 2025 | 282 | $464.2M |
| Vantage Wealth | 0001569174 | Jan 21, 2025 | 32 | $464.3M |
| Overbrook Management Corp | 0001269786 | Jan 16, 2025 | 51 | $464.3M |
| Legacy Financial Strategies, LLC | 0001723925 | Jan 28, 2025 | 119 | $464.4M |
| Huntleigh Advisors, Inc. | 0001367653 | Apr 29, 2025 | 261 | $464.5M |
| Maia Wealth LLC | 0002010858 | Feb 5, 2025 | 324 | $464.6M |
| Corsair Capital Management, L.P. | 0001276470 | Feb 14, 2025 | 119 | $464.6M |
| Bwcp, LP | 0001787893 | Feb 14, 2025 | 25 | $464.7M |
| SilverOak Wealth Management LLC | 0001764766 | Jan 31, 2025 | 99 | $464.9M |
| PenderFund Capital Management Ltd. | 0001706164 | Feb 14, 2025 | 129 | $465.4M |
| Decheng Capital LLC | 0002010850 | Feb 14, 2025 | 28 | $466.2M |
| World Equity Group, Inc. | 0000878770 | Feb 4, 2025 | 358 | $466.4M |
| Lafayette Investments, Inc. | 0001308377 | Feb 13, 2025 | 149 | $466.6M |
| RV Capital AG | 0001766596 | Jan 22, 2025 | 11 | $466.6M |
| Steginsky Capital LLC | 0001120048 | Feb 11, 2025 | 7 | $466.9M |
| SkyOak Wealth, LLC | 0001800379 | Jan 24, 2025 | 255 | $467.5M |
| Contravisory Investment Management, Inc. | 0001365707 | Jan 14, 2025 | 392 | $467.7M |
| Goodman Financial Corp | 0001382303 | Feb 11, 2025 | 70 | $468.1M |