| Parthenon LLC | 0001088859 | Aug 8, 2024 | 121 | $787.2M |
| Abner Herrman & Brock LLC | 0001038661 | Jul 18, 2024 | 89 | $789.2M |
| Bfsg, LLC | 0001706836 | Jul 29, 2024 | 618 | $789.2M |
| Pertento Partners LLP | 0001894571 | Nov 15, 2024 | 23 | $789.7M |
| Sunriver Management LLC | 0001663900 | Aug 13, 2024 | 20 | $790.0M |
| Spectrum Wealth Counsel, LLC | 0002011274 | Aug 8, 2024 | 369 | $790.1M |
| Cortland Associates Inc. | 0001014315 | Jul 29, 2024 | 56 | $790.7M |
| CapWealth Advisors, LLC | 0001531809 | Aug 5, 2024 | 98 | $791.0M |
| Strategic Wealth Investment Group, LLC | 0001802365 | Aug 13, 2024 | 135 | $791.2M |
| Madison Avenue Partners, LP | 0001801265 | Aug 14, 2024 | 20 | $791.6M |
| Power Corp of Canada | 0000801166 | Aug 14, 2024 | 3 | $792.0M |
| Professional Advisory Services Inc. | 0000894205 | Jul 10, 2024 | 78 | $792.9M |
| Consolidated Press International Holdings Ltd. | 0001260786 | Aug 14, 2024 | 12 | $793.2M |
| Euclidean Capital LLC | 0001825034 | Aug 14, 2024 | 11 | $795.8M |
| Unison Advisors LLC | 0001695818 | Jul 12, 2024 | 180 | $796.8M |
| Certified Advisory Corp | 0001731732 | Aug 13, 2024 | 288 | $797.2M |
| Van Cleef Asset Management,Inc | 0001482935 | Aug 7, 2024 | 110 | $797.7M |
| Symmetry Investments LP | 0001691919 | May 7, 2025 | 159 | $798.3M |
| Oak Hill Advisors LP | 0001164688 | Aug 14, 2024 | 13 | $800.0M |
| TT International Asset Management LTD | 0001809187 | Aug 14, 2024 | 56 | $800.2M |
| Allen Holding Inc. | 0000919489 | Aug 8, 2024 | 14 | $800.3M |
| 2Xideas AG | 0001843587 | Aug 14, 2024 | 51 | $800.9M |
| One Day In July LLC | 0001823172 | Aug 12, 2024 | 132 | $802.2M |
| LGT Fund Management Co Ltd. | 0001911284 | Aug 7, 2024 | 198 | $802.4M |
| Bruni J V & Co. | 0001078841 | Aug 5, 2024 | 29 | $803.0M |
| American National Bank & Trust | 0001272164 | Jul 23, 2024 | 550 | $803.1M |
| ORG Partners LLC | 0001979372 | Jul 16, 2024 | 1,805 | $804.0M |
| Summit Financial Strategies, Inc. | 0001625246 | Jul 19, 2024 | 147 | $804.1M |
| NJ State Employees Deferred Compensation Plan | 0001483259 | Aug 6, 2024 | 473 | $804.2M |
| Parkwood LLC | 0001597823 | Aug 14, 2024 | 133 | $804.2M |
| Diversify Wealth Management, LLC | 0002030780 | Aug 8, 2024 | 432 | $804.2M |
| Heck Capital Advisors, LLC | 0002046227 | May 19, 2025 | 198 | $804.3M |
| Tanglewood Wealth Management, Inc. | 0001454308 | Jul 26, 2024 | 30 | $804.3M |
| United Bank | 0001286478 | Aug 14, 2024 | 142 | $805.9M |
| Ally Financial Inc. | 0000040729 | Aug 13, 2024 | 113 | $806.2M |
| Vista Capital Partners, Inc. | 0001486946 | Aug 8, 2024 | 94 | $806.5M |
| Bridgewater Advisors Inc. | 0001600319 | Aug 2, 2024 | 132 | $808.2M |
| Harvey Partners, LLC | 0001406484 | Aug 14, 2024 | 39 | $808.6M |
| KLCM Advisors, Inc. | 0001166620 | Aug 14, 2024 | 161 | $809.5M |
| PKO Investment Management Joint-Stock Co | 0002059321 | Mar 13, 2025 | 164 | $809.5M |
| ACK Asset Management LLC | 0001510940 | Aug 13, 2024 | 19 | $810.3M |
| Beach Investment Counsel Inc. | 0001058800 | Jul 8, 2024 | 232 | $812.1M |
| Silverback Asset Management LLC | 0001278960 | Aug 14, 2024 | 82 | $812.8M |
| Graham Holdings Co | 0000104889 | Aug 14, 2024 | 5 | $813.4M |
| Sentinel Trust Co. Lba | 0001114739 | Aug 13, 2024 | 137 | $813.5M |
| Randolph Co Inc | 0001475150 | Jul 22, 2024 | 44 | $815.6M |
| Conifer Management, L.L.C. | 0001773994 | Aug 14, 2024 | 6 | $815.6M |
| Teza Capital Management LLC | 0001655789 | Aug 14, 2024 | 561 | $815.7M |
| Apriem Advisors | 0001425165 | Aug 14, 2024 | 173 | $816.8M |
| MainStreet Investment Advisors LLC | 0001729854 | Aug 6, 2024 | 156 | $817.3M |
| Wealth Architects, LLC | 0001611518 | Aug 8, 2024 | 210 | $818.6M |
| FORA Capital, LLC | 0001742435 | Aug 13, 2024 | 348 | $820.1M |
| Strategic Investment Advisors / MI | 0001760540 | Jul 23, 2024 | 234 | $820.3M |
| Investure, LLC | 0001476993 | Aug 14, 2024 | 14 | $820.4M |
| MHR Fund Management LLC | 0001277742 | Aug 14, 2024 | 9 | $820.6M |
| Rockwood Wealth Management, LLC | 0001983670 | Jul 26, 2024 | 87 | $821.3M |
| Index Venture Associates VI Ltd | 0001755035 | Aug 14, 2024 | 2 | $821.9M |
| Legacy Advisors, LLC | 0001720969 | Jul 30, 2024 | 327 | $822.5M |
| Richard C. Young & CO., LTD. | 0001387304 | Aug 8, 2024 | 77 | $822.6M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0001058231 | Jul 24, 2024 | 72 | $823.4M |
| Berkshire Money Management, Inc. | 0001535172 | Jul 19, 2024 | 39 | $823.5M |
| Retirement Investment Advisors, Inc. | 0001957886 | Aug 12, 2024 | 54 | $823.6M |
| Kiltearn Partners LLP | 0001582633 | Aug 14, 2024 | 33 | $824.8M |
| L. Roy Papp & Associates, LLP | 0000809339 | Jul 24, 2024 | 172 | $825.2M |
| Clear Creek Financial Management, LLC | 0001784235 | Jul 25, 2024 | 446 | $825.2M |
| 140 Summer Partners LP | 0001820788 | Aug 14, 2024 | 17 | $825.5M |
| Great Mountain Partners LLC | 0001815467 | Aug 12, 2024 | 2 | $825.6M |
| Steigerwald, Gordon & Koch Inc. | 0001731876 | Aug 7, 2024 | 123 | $826.7M |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 0001474069 | Aug 14, 2024 | 12 | $827.2M |
| Global Strategic Investment Solutions, LLC | 0001760076 | Aug 14, 2024 | 146 | $827.8M |
| Forte Capital LLC | 0001022314 | Aug 13, 2024 | 231 | $828.2M |
| Southernsun Asset Management, LLC | 0001089755 | Aug 14, 2024 | 27 | $829.1M |
| 1834 Investment Advisors Co. | 0001138486 | Jul 26, 2024 | 214 | $830.2M |
| Caledonia Investments PLC | 0001037766 | Jul 19, 2024 | 14 | $831.1M |
| Alera Investment Advisors, LLC | 0001759485 | Aug 13, 2024 | 278 | $831.6M |
| Manchester Capital Management LLC | 0001393389 | Aug 8, 2024 | 1,148 | $831.8M |
| Southeast Asset Advisors, LLC | 0001390003 | Aug 12, 2024 | 161 | $831.8M |
| SOL Capital Management CO | 0001339270 | Jul 23, 2024 | 300 | $833.3M |
| Waterloo Capital, L.P. | 0001730942 | Aug 12, 2024 | 347 | $833.3M |
| Cypress Capital Group | 0001341748 | Jul 25, 2024 | 294 | $834.4M |
| Buckingham Capital Management, Inc. | 0001567634 | Jul 15, 2024 | 135 | $835.8M |
| Sheets Smith Wealth Management | 0001157436 | Jul 30, 2024 | 377 | $836.3M |
| Harvey Investment Co. LLC | 0001162781 | Jul 23, 2024 | 97 | $836.4M |
| Means Investment Co., Inc. | 0000701516 | Jul 19, 2024 | 191 | $836.5M |
| Meridian Wealth Management, LLC | 0001697300 | Aug 8, 2024 | 290 | $836.6M |
| Heartwood Wealth Advisors LLC | 0001794935 | Jul 9, 2024 | 172 | $836.7M |
| Journey Advisory Group, LLC | 0001840085 | Aug 2, 2024 | 225 | $836.7M |
| Miller Investment Management, LP | 0001407382 | Aug 13, 2024 | 103 | $836.9M |
| Matrix Asset Advisors Inc. | 0001016287 | Jul 15, 2024 | 101 | $837.5M |
| Harbour Trust & Investment Management Co | 0002003557 | Jul 23, 2024 | 158 | $838.4M |
| Central Pacific Bank - Trust Division | 0002020066 | Jul 30, 2024 | 952 | $838.7M |
| P2 Capital Partners, LLC | 0001406313 | Aug 14, 2024 | 16 | $839.1M |
| Dorsey Asset Management | 0001671657 | Aug 14, 2024 | 11 | $839.4M |
| James Investment Research, Inc. | 0000810384 | Jul 30, 2024 | 327 | $839.6M |
| J. Stern & Co. LLP | 0002011335 | Aug 14, 2024 | 34 | $839.9M |
| Banc Funds Co. LLC | 0001029311 | Aug 14, 2024 | 127 | $843.0M |
| Private Capital Management, LLC | 0001588456 | Aug 14, 2024 | 128 | $843.2M |
| Flagship Pioneering, LLC | 0001400240 | Aug 14, 2024 | 6 | $843.4M |
| Nottingham Advisors, Inc. | 0001093276 | Aug 2, 2024 | 156 | $843.5M |
| Fine Capital Partners, L.P. | 0001339161 | Aug 14, 2024 | 2 | $843.9M |