| Clarity Financial LLC | 0001862145 | Jan 23, 2025 | 117 | $836.5M |
| Biglari Capital Corp. | 0001334429 | Feb 14, 2025 | 13 | $838.8M |
| United Bank | 0001286478 | May 14, 2025 | 134 | $838.9M |
| Savoie Capital LLC | 0002001471 | Feb 14, 2025 | 94 | $839.1M |
| Rodgers & Associates, LTD | 0001846515 | Jan 21, 2025 | 98 | $839.2M |
| James Investment Research, Inc. | 0000810384 | Jan 30, 2025 | 330 | $839.9M |
| Private Capital Advisors, Inc. | 0001350780 | Jan 21, 2025 | 75 | $840.0M |
| Unison Advisors LLC | 0001695818 | Feb 12, 2025 | 180 | $840.0M |
| Talbot Financial, LLC | 0001966180 | Jan 13, 2025 | 65 | $840.8M |
| Bensler, LLC | 0001965941 | Jan 22, 2025 | 164 | $841.2M |
| Hackensack Meridian Health, Inc. | 0001851813 | Feb 10, 2025 | 6 | $841.9M |
| Compass Ion Advisors, LLC | 0001621100 | Feb 11, 2025 | 257 | $842.9M |
| Sierra Capital LLC | 0001787274 | Feb 4, 2025 | 196 | $843.4M |
| MBB Public Markets I LLC | 0001892378 | Feb 14, 2025 | 58 | $843.9M |
| Two Seas Capital LP | 0001823138 | Feb 18, 2025 | 27 | $846.3M |
| Carrhae Capital LLP | 0001555254 | Feb 11, 2025 | 22 | $846.5M |
| University of Texas/Texas Am Investment Management Co. | 0001019231 | Feb 19, 2025 | 174 | $846.5M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0001620943 | Feb 12, 2025 | 298 | $846.7M |
| Ashford Capital Management Inc. | 0000897070 | Feb 18, 2025 | 101 | $847.6M |
| Perennial Investment Advisors, LLC | 0001801523 | Feb 13, 2025 | 397 | $847.8M |
| VK Services, LLC | 0001501927 | Feb 14, 2025 | 2 | $848.7M |
| MayTech Global Investments, LLC | 0001731134 | Feb 14, 2025 | 24 | $848.9M |
| Ibex Wealth Advisors | 0001686242 | Jan 23, 2025 | 204 | $849.2M |
| Heritage Trust Co | 0001706028 | Feb 13, 2025 | 300 | $849.3M |
| Toth Financial Advisory Corp. | 0000866780 | Jan 21, 2025 | 693 | $849.4M |
| Oxbow Advisors, LLC | 0001564770 | Feb 3, 2025 | 212 | $849.7M |
| Bain Capital Life Sciences Investors, LLC | 0001703031 | Feb 14, 2025 | 26 | $850.1M |
| Spectrum Wealth Counsel, LLC | 0002011274 | Feb 5, 2025 | 360 | $850.9M |
| Griffin Asset Management, Inc. | 0000883803 | Jan 22, 2025 | 212 | $851.1M |
| Nebula Research & Development LLC | 0001792635 | Feb 14, 2025 | 870 | $852.0M |
| Graham Holdings Co | 0000104889 | Feb 14, 2025 | 5 | $852.4M |
| Johnson Financial Group, LLC | 0001706327 | Feb 4, 2025 | 50 | $854.0M |
| Coastline Trust Co | 0001324279 | Feb 13, 2025 | 428 | $854.1M |
| Logos Global Management LP | 0001792126 | Feb 14, 2025 | 47 | $854.6M |
| Global Strategic Investment Solutions, LLC | 0001760076 | Feb 6, 2025 | 154 | $854.7M |
| Bfsg, LLC | 0001706836 | Jan 31, 2025 | 672 | $855.3M |
| L. Roy Papp & Associates, LLP | 0000809339 | Jan 29, 2025 | 178 | $856.6M |
| TOMS Capital Investment Management LP | 0001743937 | Feb 14, 2025 | 10 | $857.7M |
| Iron Triangle Partners LP | 0001779763 | Feb 14, 2025 | 22 | $857.9M |
| Nexpoint Asset Management, L.P. | 0001469877 | Feb 14, 2025 | 89 | $859.4M |
| Archon Partners LLC | 0001454424 | Feb 14, 2025 | 39 | $859.5M |
| Vista Capital Partners, Inc. | 0001486946 | Feb 3, 2025 | 115 | $859.6M |
| Francisco Partners Management, LP | 0001197853 | Feb 14, 2025 | 6 | $860.6M |
| a16z Perennial Management, L.P. | 0002009275 | Feb 6, 2025 | 44 | $861.1M |
| Aaron Wealth Advisors LLC | 0001812198 | Jan 15, 2025 | 449 | $861.3M |
| Quest Investment Management LLC | 0001036248 | Feb 13, 2025 | 82 | $861.4M |
| Manchester Capital Management LLC | 0001393389 | Jan 30, 2025 | 1,154 | $861.5M |
| Keeley-Teton Advisors, LLC | 0001700530 | Feb 13, 2025 | 371 | $861.6M |
| FJ Capital Management LLC | 0001599170 | Feb 14, 2025 | 111 | $861.8M |
| KLCM Advisors, Inc. | 0001166620 | Jan 31, 2025 | 175 | $862.3M |
| Elequin Capital, LP | 0001810873 | Feb 18, 2025 | 496 | $863.2M |
| Advisor OS, LLC | 0001767580 | Feb 5, 2025 | 407 | $863.5M |
| Technology Crossover Management XI, Ltd. | 0001977402 | Feb 11, 2025 | 3 | $865.4M |
| Harvey Investment Co. LLC | 0001162781 | Jan 28, 2025 | 102 | $865.8M |
| Finepoint Capital LP | 0001608126 | Feb 13, 2025 | 24 | $866.9M |
| Altos Ventures Management, Inc. | 0001881755 | Jan 28, 2025 | 1 | $867.4M |
| Tanglewood Wealth Management, Inc. | 0001454308 | Jan 24, 2025 | 34 | $868.0M |
| Titleist Asset Management, LLC | 0001977759 | Feb 13, 2025 | 303 | $868.3M |
| Trigran Investments, Inc. | 0001336800 | Feb 13, 2025 | 18 | $869.5M |
| Nitorum Capital, L.P. | 0001630243 | Feb 14, 2025 | 26 | $869.6M |
| Context Capital Management, LLC | 0001301396 | Feb 11, 2025 | 238 | $870.6M |
| Sentinel Trust Co. Lba | 0001114739 | Feb 5, 2025 | 130 | $871.1M |
| GFI Investment Counsel Ltd. | 0001688774 | Jun 10, 2025 | 20 | $871.1M |
| Hartline Investment Corp./ | 0000945625 | Jan 29, 2025 | 96 | $871.4M |
| Heck Capital Advisors, LLC | 0002046227 | May 13, 2025 | 238 | $871.6M |
| Buckingham Capital Management, Inc. | 0001567634 | Jan 31, 2025 | 131 | $871.6M |
| Trust Co | 0001632554 | Jan 14, 2025 | 413 | $872.7M |
| Dendur Capital LP | 0001782124 | Feb 14, 2025 | 18 | $872.7M |
| Apriem Advisors | 0001425165 | Feb 5, 2025 | 184 | $873.1M |
| One Madison Group LLC | 0001728278 | Feb 14, 2025 | 29 | $873.4M |
| Clough Capital Partners L P | 0001276144 | Feb 14, 2025 | 118 | $873.7M |
| FORA Capital, LLC | 0001742435 | Feb 14, 2025 | 370 | $873.9M |
| Radcliffe Capital Management, L.P. | 0001218275 | Feb 14, 2025 | 49 | $875.9M |
| Curated Wealth Partners LLC | 0001781284 | Jan 21, 2025 | 142 | $876.0M |
| Harbour Trust & Investment Management Co | 0002003557 | Jan 29, 2025 | 156 | $878.6M |
| Cortland Associates Inc. | 0001014315 | Jan 23, 2025 | 59 | $879.3M |
| Cornerstone Advisory, LLC | 0001668189 | Feb 18, 2025 | 233 | $880.3M |
| Jackson Wealth Management, LLC | 0001536799 | Jan 27, 2025 | 164 | $881.9M |
| Tran Capital Management, L.P. | 0001009262 | Jan 21, 2025 | 63 | $881.9M |
| Prospector Partners LLC | 0001080380 | Feb 13, 2025 | 92 | $882.8M |
| Orange Investment Advisors, Inc. | 0000943442 | Jan 10, 2025 | 177 | $882.9M |
| Khrom Capital Management LLC | 0001877963 | Feb 14, 2025 | 18 | $883.2M |
| Bruni J V & Co. | 0001078841 | Feb 5, 2025 | 31 | $883.4M |
| Signal Advisors Wealth, LLC | 0002010926 | Jan 14, 2025 | 424 | $883.8M |
| Ribbit Management Company, LLC | 0001836733 | Feb 14, 2025 | 11 | $884.0M |
| Norden Group LLC | 0001990699 | Feb 5, 2025 | 526 | $884.2M |
| HTLF Bank | 0002003343 | Jan 28, 2025 | 217 | $884.8M |
| Hudson Way Capital Management LLC | 0001697597 | Feb 14, 2025 | 15 | $885.0M |
| Steigerwald, Gordon & Koch Inc. | 0001731876 | Jan 16, 2025 | 126 | $885.1M |
| Syntegra Private Wealth Group, LLC | 0001964298 | Jan 27, 2025 | 157 | $885.3M |
| Wealth Architects, LLC | 0001611518 | Feb 10, 2025 | 215 | $885.9M |
| CVC Management Holdings II Ltd. | 0002023131 | Feb 14, 2025 | 3 | $886.8M |
| Harvey Partners, LLC | 0001406484 | Feb 14, 2025 | 41 | $887.1M |
| Heartwood Wealth Advisors LLC | 0001794935 | Jan 10, 2025 | 170 | $888.0M |
| Common Fund for Nonprofit Organizations | 0002022949 | Feb 14, 2025 | 23 | $888.2M |
| Forte Capital LLC | 0001022314 | Feb 3, 2025 | 229 | $889.5M |
| Verus Financial Partners, Inc. | 0001481714 | Jan 24, 2025 | 97 | $890.8M |
| Vivo Capital, LLC | 0001674712 | Feb 13, 2025 | 40 | $892.6M |
| Private Advisory Group LLC | 0001632965 | Apr 11, 2025 | 212 | $892.7M |
| Fort Point Capital Partners LLC | 0001589282 | Feb 11, 2025 | 295 | $893.0M |