| Mosaic Family Wealth Partners, LLC | 0001965241 | Nov 13, 2024 | 209 | $673.3M |
| Consolidated Investment Group LLC | 0001556168 | Nov 4, 2024 | 64 | $673.3M |
| Radnor Capital Management, LLC | 0001696867 | Oct 30, 2024 | 332 | $673.4M |
| Skba Capital Management LLC | 0000932024 | Nov 12, 2024 | 76 | $673.7M |
| Adams Natural Resources Fund, Inc. | 0000216851 | Oct 25, 2024 | 56 | $675.3M |
| Northcape Capital Pty Ltd | 0001686776 | Oct 11, 2024 | 34 | $675.3M |
| Financial Partners Group, Inc | 0001731169 | Oct 30, 2024 | 188 | $675.7M |
| 9258 Wealth Management, LLC | 0001766506 | Nov 12, 2024 | 356 | $676.5M |
| Auxier Asset Management LLC | 0001105863 | Nov 14, 2024 | 174 | $676.5M |
| LS Investment Advisors, LLC | 0001455845 | Oct 31, 2024 | 139 | $676.9M |
| CDAM (UK) Ltd | 0001719387 | Nov 13, 2024 | 10 | $676.9M |
| Grove Bank & Trust | 0001662212 | Oct 11, 2024 | 735 | $677.0M |
| Index Venture Associates VI Ltd | 0001755035 | Nov 14, 2024 | 1 | $677.7M |
| Coppell Advisory Solutions LLC | 0001848433 | Nov 14, 2024 | 1,877 | $679.7M |
| V-Square Quantitative Management LLC | 0001943239 | Oct 17, 2024 | 690 | $680.8M |
| Kingdon Capital Management, L.L.C. | 0001000097 | Nov 14, 2024 | 68 | $681.3M |
| Permian Investment Partners, LP | 0001472850 | Nov 14, 2024 | 6 | $682.0M |
| HBW Advisory Services LLC | 0001790525 | Oct 4, 2024 | 362 | $684.1M |
| Owl Creek Asset Management, L.P. | 0001313756 | Nov 14, 2024 | 42 | $684.5M |
| Cynosure Group, LLC | 0001763409 | Nov 13, 2024 | 370 | $686.1M |
| NWF Advisory Services Inc. | 0002045735 | Oct 6, 2025 | 338 | $687.7M |
| Pinkerton Wealth, LLC | 0001536446 | Nov 12, 2024 | 135 | $687.7M |
| Kora Management LP | 0001659815 | Nov 14, 2024 | 7 | $687.8M |
| Marietta Wealth Management, LLC | 0001697847 | Oct 22, 2024 | 109 | $688.3M |
| Prescott Group Capital Management, L.L.C. | 0001166152 | Nov 7, 2024 | 219 | $688.6M |
| Nemes Rush Group LLC | 0001982273 | Nov 13, 2024 | 606 | $688.8M |
| BTG Pactual Asset Management US LLC | 0001569579 | Nov 14, 2024 | 192 | $688.9M |
| Atlas Private Wealth Advisors | 0001814234 | Oct 9, 2024 | 153 | $689.9M |
| Arkos Global Advisors | 0001769089 | Nov 15, 2024 | 128 | $689.9M |
| Keebeck Wealth Management | 0001803675 | Nov 14, 2024 | 254 | $690.0M |
| Titleist Asset Management, LLC | 0001977759 | Nov 13, 2024 | 277 | $690.8M |
| Emerald Advisors, LLC | 0001802611 | Oct 31, 2024 | 91 | $690.9M |
| SG Capital Management LLC | 0001510099 | Feb 21, 2025 | 54 | $691.1M |
| Howard Financial Services, LTD. | 0001768130 | Oct 8, 2024 | 168 | $692.5M |
| H Partners Management, LLC | 0001364412 | Nov 14, 2024 | 2 | $693.9M |
| Cim, LLC | 0001364725 | Jan 16, 2025 | 164 | $694.2M |
| Oak Harvest Investment Services | 0001839430 | Oct 25, 2024 | 132 | $695.4M |
| John G Ullman & Associates Inc. | 0000919530 | Nov 8, 2024 | 179 | $695.5M |
| TrinityPoint Wealth, LLC | 0001766510 | Nov 7, 2024 | 330 | $695.6M |
| Capital Investment Counsel, Inc | 0001418421 | Oct 22, 2024 | 227 | $696.8M |
| Camden National Bank | 0001697855 | Nov 12, 2024 | 168 | $697.9M |
| Signal Advisors Wealth, LLC | 0002010926 | Oct 15, 2024 | 416 | $698.2M |
| Greenline Partners, LLC | 0001697323 | Nov 14, 2024 | 137 | $698.8M |
| Intelligence Driven Advisers, LLC | 0001819955 | Nov 6, 2024 | 111 | $699.6M |
| Redhawk Wealth Advisors, Inc. | 0001535811 | Oct 11, 2024 | 308 | $700.3M |
| Atmos Capital Gestao DE Recursos Ltda. | 0001832439 | Nov 14, 2024 | 12 | $700.3M |
| Thompson Investment Management, Inc. | 0001277279 | Oct 15, 2024 | 507 | $700.4M |
| RPG Investment Advisory, LLC | 0001666664 | Nov 5, 2024 | 80 | $700.5M |
| State of Wyoming | 0001821626 | Nov 14, 2024 | 1,668 | $700.7M |
| Towle & Co. | 0001224014 | Nov 14, 2024 | 52 | $700.9M |
| Sharkey, Howes & Javer | 0001642246 | Oct 21, 2024 | 143 | $702.1M |
| Fine Capital Partners, L.P. | 0001339161 | Nov 14, 2024 | 1 | $702.4M |
| Stevens Capital Management LP | 0001134813 | Nov 14, 2024 | 203 | $702.5M |
| D'Orazio & Associates, Inc. | 0001646821 | Nov 5, 2024 | 238 | $702.8M |
| Power Corp of Canada | 0000801166 | Nov 14, 2024 | 3 | $703.3M |
| WoodTrust Financial Corp | 0001725247 | Oct 31, 2024 | 185 | $703.4M |
| Dendur Capital LP | 0001782124 | Nov 14, 2024 | 16 | $703.8M |
| Lee Financial Co | 0001391166 | Nov 14, 2024 | 183 | $704.2M |
| Beacon Capital Management, LLC | 0001921487 | Nov 7, 2024 | 1,194 | $704.3M |
| HHM Wealth Advisors, LLC | 0001750086 | Nov 12, 2024 | 780 | $705.0M |
| Baker Ellis Asset Management LLC | 0001365559 | Oct 15, 2024 | 226 | $706.8M |
| Managed Asset Portfolios, LLC | 0001600999 | Nov 12, 2024 | 48 | $707.9M |
| Asset Management Group, Inc. | 0001511550 | Nov 12, 2024 | 135 | $707.9M |
| AF Advisors, Inc. | 0001818044 | Nov 4, 2024 | 23 | $708.4M |
| Bedel Financial Consulting, Inc. | 0001730511 | Nov 12, 2024 | 258 | $708.7M |
| Infrastructure Capital Advisors, LLC | 0001621802 | Nov 14, 2024 | 126 | $708.9M |
| Vision Capital Management, Inc. | 0001417889 | Nov 5, 2024 | 127 | $709.4M |
| Pier Capital, LLC | 0001310051 | Nov 15, 2024 | 133 | $709.7M |
| McGuire Investment Group, LLC | 0001756959 | Oct 10, 2024 | 113 | $710.2M |
| Dillon & Associates Inc. | 0001054425 | Nov 5, 2024 | 81 | $710.6M |
| St. Louis Trust Co | 0001661144 | Nov 7, 2024 | 110 | $710.6M |
| Iron Triangle Partners LP | 0001779763 | Nov 14, 2024 | 24 | $711.2M |
| Flaharty Asset Management, LLC | 0001697882 | Oct 18, 2024 | 447 | $711.2M |
| North Peak Capital Management, LLC | 0001747888 | Nov 13, 2024 | 7 | $711.3M |
| Tamar Securities, LLC | 0001703081 | Oct 16, 2024 | 70 | $711.3M |
| Avitas Wealth Management LLC | 0001734565 | Oct 25, 2024 | 197 | $711.5M |
| LGL Partners, LLC | 0001653202 | Nov 12, 2024 | 121 | $712.0M |
| Steel Grove Capital Advisors, LLC | 0001166308 | Nov 7, 2024 | 178 | $712.1M |
| Nextech Invest Ltd. | 0001911010 | Nov 14, 2024 | 15 | $712.3M |
| Silverback Asset Management LLC | 0001278960 | Nov 14, 2024 | 78 | $713.6M |
| Alta Park Capital, LP | 0001621855 | Nov 14, 2024 | 32 | $713.6M |
| Torray Investment Partners LLC | 0000098758 | Nov 5, 2024 | 102 | $714.6M |
| Inspirion Wealth Advisors, LLC | 0001633448 | Oct 4, 2024 | 154 | $715.1M |
| Iron Gate Global Advisors LLC | 0001131181 | Nov 14, 2024 | 90 | $715.4M |
| Personal Cfo Solutions, LLC | 0001677501 | Nov 14, 2024 | 561 | $715.7M |
| Parkside Financial Bank & Trust | 0001455267 | Nov 7, 2024 | 2,094 | $716.1M |
| CloudAlpha Capital Management Limited/Hong Kong | 0001745907 | Nov 6, 2024 | 29 | $716.6M |
| Wallington Asset Management, LLC | 0001426754 | Oct 22, 2024 | 99 | $717.6M |
| Trivium Point Advisory, LLC | 0001766564 | Nov 14, 2024 | 328 | $717.6M |
| Ascent Wealth Partners, LLC | 0001546865 | Oct 31, 2024 | 152 | $717.7M |
| Souders Financial Advisors | 0001811240 | Nov 5, 2024 | 172 | $717.7M |
| Naviter Wealth, LLC | 0001855567 | Oct 16, 2024 | 243 | $718.4M |
| Hill Investment Group Partners, LLC | 0001979028 | Nov 14, 2024 | 70 | $718.9M |
| MMCAP International Inc. SPC | 0001304857 | Nov 12, 2024 | 166 | $719.0M |
| MIC Capital Management UK LLP | 0001889830 | Nov 14, 2024 | 15 | $720.1M |
| City Holding Co. | 0000726854 | Oct 8, 2024 | 462 | $720.5M |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 0002011081 | Oct 21, 2024 | 48 | $720.5M |
| Per Stirling Capital Management, LLC. | 0001689933 | Nov 13, 2024 | 258 | $720.7M |
| Teamwork Financial Advisors, LLC | 0001629931 | Oct 16, 2024 | 159 | $721.5M |
| Philosophy Capital Management LLC | 0001869199 | Nov 14, 2024 | 23 | $721.7M |