| Verus Financial Partners, Inc. | 0001481714 | May 7, 2024 | 98 | $853.8M |
| Suncoast Equity Management | 0001315059 | May 2, 2024 | 72 | $852.3M |
| Towle & Co. | 0001224014 | May 15, 2024 | 59 | $851.9M |
| Pembroke Management, LTD | 0001063497 | May 8, 2024 | 61 | $849.9M |
| Bramshill Investments, LLC | 0001619899 | May 15, 2024 | 123 | $849.3M |
| Carret Asset Management, LLC | 0000791490 | Apr 19, 2024 | 279 | $849.1M |
| Valiant Capital Management, L.P. | 0001452689 | May 15, 2024 | 24 | $848.9M |
| Technology Crossover Management IX, Ltd. | 0001698264 | May 13, 2024 | 6 | $848.0M |
| LVM Capital Management Ltd. | 0001053054 | Apr 15, 2024 | 141 | $846.6M |
| P2 Capital Partners, LLC | 0001406313 | May 15, 2024 | 15 | $845.9M |
| Monashee Investment Management LLC | 0001627608 | May 14, 2024 | 105 | $845.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0001965756 | May 3, 2024 | 323 | $845.1M |
| M.D. Sass, LLC | 0000922940 | May 15, 2024 | 32 | $845.0M |
| Invst, LLC | 0001867587 | May 24, 2024 | 239 | $843.5M |
| Summit Asset Management, LLC | 0001509974 | May 6, 2024 | 158 | $843.0M |
| Magnus Financial Group LLC | 0001765216 | May 3, 2024 | 313 | $842.9M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0001058231 | May 7, 2024 | 73 | $842.9M |
| Bruni J V & Co. | 0001078841 | May 7, 2024 | 28 | $842.5M |
| Insigneo Advisory Services, LLC | 0001964958 | May 15, 2024 | 485 | $841.7M |
| James Investment Research, Inc. | 0000810384 | May 1, 2024 | 322 | $841.5M |
| 1834 Investment Advisors Co. | 0001138486 | May 1, 2024 | 218 | $841.4M |
| Oak Hill Advisors LP | 0001164688 | May 14, 2024 | 14 | $840.6M |
| PKO Investment Management Joint-Stock Co | 0002059321 | Mar 13, 2025 | 159 | $840.6M |
| L. Roy Papp & Associates, LLP | 0000809339 | Apr 15, 2024 | 176 | $840.1M |
| Vancity Investment Management Ltd | 0001846311 | May 16, 2024 | 67 | $839.0M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0001577001 | May 8, 2024 | 128 | $838.9M |
| Griffin Asset Management, Inc. | 0000883803 | Apr 17, 2024 | 217 | $838.5M |
| United Bank | 0001286478 | May 13, 2024 | 148 | $837.8M |
| Silchester International Investors LLP | 0001506409 | Apr 30, 2024 | 5 | $837.5M |
| Matrix Asset Advisors Inc. | 0001016287 | Apr 15, 2024 | 100 | $836.5M |
| CCM Investment Advisers LLC | 0000931097 | May 17, 2024 | 75 | $836.2M |
| Orange Investment Advisors, Inc. | 0000943442 | Apr 12, 2024 | 178 | $834.9M |
| Cypress Capital Group | 0001341748 | May 8, 2024 | 292 | $834.7M |
| Fine Capital Partners, L.P. | 0001339161 | May 15, 2024 | 2 | $833.4M |
| Petredis Investment Advisors LLC | 0001964544 | Apr 25, 2024 | 99 | $833.1M |
| Goodnow Investment Group, LLC | 0001362255 | May 15, 2024 | 26 | $833.1M |
| McKinley Capital Management LLC | 0000915287 | May 1, 2024 | 163 | $832.6M |
| MainStreet Investment Advisors LLC | 0001729854 | May 8, 2024 | 168 | $832.6M |
| German American Bancorp, Inc. | 0000714395 | May 14, 2024 | 119 | $831.7M |
| Southeast Asset Advisors, LLC | 0001390003 | May 14, 2024 | 167 | $831.0M |
| Legato Capital Management LLC | 0001442641 | Apr 15, 2024 | 563 | $829.0M |
| Makaira Partners LLC | 0001540866 | May 14, 2024 | 10 | $828.7M |
| Berkshire Money Management, Inc. | 0001535172 | May 8, 2024 | 84 | $828.4M |
| Coastline Trust Co | 0001324279 | Apr 26, 2024 | 243 | $827.5M |
| RMR Wealth Builders | 0001803848 | Apr 15, 2024 | 259 | $827.0M |
| Hamilton Capital Partners Inc. | 0002141005 | Aug 14, 2026 | 157 | $826.2M |
| Kovack Advisors, Inc. | 0001728321 | Apr 19, 2024 | 472 | $825.9M |
| West Coast Financial LLC | 0001511985 | Apr 12, 2024 | 162 | $824.2M |
| Barton Investment Management | 0001387818 | Apr 26, 2024 | 46 | $824.2M |
| Tortoise Investment Management, LLC | 0001599511 | Aug 7, 2025 | 864 | $823.7M |
| Octagon Capital Advisors LP | 0001839435 | May 15, 2024 | 56 | $822.6M |
| Sandler Capital Management | 0001000742 | May 15, 2024 | 104 | $820.9M |
| Jia Investment Alliance Pte. LTD. | 0001966595 | Apr 16, 2024 | 19 | $820.3M |
| Atmos Capital Gestao DE Recursos Ltda. | 0001832439 | May 15, 2024 | 13 | $819.8M |
| Evergreen Quality Fund GP, Ltd. | 0002016939 | May 14, 2024 | 11 | $818.9M |
| DDD Partners, LLC | 0001729673 | May 9, 2024 | 90 | $818.2M |
| SeaCrest Wealth Management, LLC | 0001728121 | Apr 18, 2024 | 603 | $818.0M |
| Sagefield Capital LP | 0001771179 | May 15, 2024 | 96 | $817.5M |
| Nottingham Advisors, Inc. | 0001093276 | May 15, 2024 | 136 | $817.4M |
| 2Xideas AG | 0001843587 | May 16, 2024 | 51 | $817.3M |
| Archon Partners LLC | 0001454424 | May 15, 2024 | 40 | $817.2M |
| Spectrum Wealth Counsel, LLC | 0002011274 | May 6, 2024 | 367 | $817.2M |
| Guardian Wealth Advisors, LLC / NC | 0001901403 | May 15, 2024 | 452 | $817.2M |
| Edgehill Endowment Partners, LLC | 0001676623 | May 7, 2024 | 6 | $816.2M |
| H Partners Management, LLC | 0001364412 | May 15, 2024 | 2 | $816.2M |
| Buckingham Capital Management, Inc. | 0001567634 | Apr 10, 2024 | 130 | $815.9M |
| Cable Hill Partners, LLC | 0001674581 | Apr 29, 2024 | 96 | $815.6M |
| Kim, LLC | 0001888968 | May 13, 2024 | 255 | $815.2M |
| Parkman Healthcare Partners LLC | 0001777015 | May 15, 2024 | 99 | $815.0M |
| Randolph Co Inc | 0001475150 | Apr 25, 2024 | 45 | $814.2M |
| Broad Run Investment Management, LLC | 0001568621 | May 15, 2024 | 26 | $814.1M |
| Permanens Capital L.P. | 0001599637 | May 15, 2024 | 26 | $813.9M |
| Heartwood Wealth Advisors LLC | 0001794935 | Apr 2, 2024 | 157 | $812.2M |
| Keeley-Teton Advisors, LLC | 0001700530 | May 14, 2024 | 347 | $811.9M |
| Navellier & Associates Inc. | 0000872163 | May 14, 2024 | 333 | $811.6M |
| Journey Advisory Group, LLC | 0001840085 | May 9, 2024 | 237 | $811.4M |
| Nadler Financial Group, Inc. | 0001541787 | Apr 26, 2024 | 115 | $811.1M |
| Manchester Capital Management LLC | 0001393389 | May 6, 2024 | 1,032 | $811.1M |
| Beach Investment Counsel Inc. | 0001058800 | Apr 15, 2024 | 143 | $810.8M |
| Tanglewood Wealth Management, Inc. | 0001454308 | May 8, 2024 | 33 | $809.2M |
| Forte Capital LLC | 0001022314 | May 14, 2024 | 232 | $808.2M |
| Covalis Capital LLP | 0001698819 | May 15, 2024 | 50 | $807.0M |
| Eisler Capital (UK) Ltd. | 0001849486 | May 14, 2024 | 253 | $806.8M |
| Twin Capital Management Inc. | 0001059187 | May 13, 2024 | 271 | $806.8M |
| Central Pacific Bank - Trust Division | 0002020066 | May 2, 2024 | 947 | $805.7M |
| PSG Equity L.L.C. | 0001865991 | May 6, 2024 | 1 | $805.1M |
| Hardy Reed LLC | 0001761871 | May 2, 2024 | 117 | $805.0M |
| Wescott Financial Advisory Group, LLC | 0001864880 | May 13, 2024 | 158 | $804.1M |
| CDAM (UK) Ltd | 0001719387 | May 14, 2024 | 11 | $803.9M |
| Steigerwald, Gordon & Koch Inc. | 0001731876 | Apr 16, 2024 | 124 | $803.7M |
| Private Capital Advisors, Inc. | 0001350780 | Apr 29, 2024 | 86 | $802.7M |
| Michael & Susan Dell Foundation | 0001599858 | May 15, 2024 | 6 | $802.2M |
| 140 Summer Partners LP | 0001820788 | May 15, 2024 | 16 | $802.1M |
| Red Cedar Investment Management, LLC | 0001734398 | Apr 19, 2024 | 83 | $801.4M |
| Abner Herrman & Brock LLC | 0001038661 | Apr 9, 2024 | 90 | $800.8M |
| Stokes Family Office, LLC | 0001802278 | May 6, 2024 | 222 | $800.4M |
| Jackson Wealth Management, LLC | 0001536799 | Jun 11, 2024 | 150 | $800.3M |
| Vista Capital Partners, Inc. | 0001486946 | May 3, 2024 | 95 | $799.7M |
| Professional Advisory Services Inc. | 0000894205 | Apr 22, 2024 | 77 | $799.7M |
| Toth Financial Advisory Corp. | 0000866780 | Apr 16, 2024 | 713 | $798.8M |