| Liberty 77 Capital L.P. | 0001905374 | Feb 12, 2025 | 4 | $932.3M |
| Webster Bank, N. A. | 0001105837 | Jan 22, 2025 | 569 | $931.0M |
| LVM Capital Management Ltd. | 0001053054 | Jan 10, 2025 | 155 | $929.8M |
| Beacon Financial Group | 0001591379 | Jan 29, 2025 | 323 | $929.1M |
| Crake Asset Management LLP | 0001789082 | Feb 14, 2025 | 9 | $926.9M |
| Rockwood Wealth Management, LLC | 0001983670 | Jan 21, 2025 | 98 | $926.1M |
| Clear Creek Financial Management, LLC | 0001784235 | Jan 24, 2025 | 468 | $925.2M |
| American Securities LLC | 0001475483 | Feb 14, 2025 | 1 | $923.1M |
| Liberty One Investment Management, LLC | 0001807328 | Jan 16, 2025 | 148 | $923.0M |
| Integrity Alliance, Llc. | 0001352260 | May 8, 2025 | 215 | $922.7M |
| Sagefield Capital LP | 0001771179 | Feb 14, 2025 | 90 | $921.8M |
| Certified Advisory Corp | 0001731732 | Jan 15, 2025 | 297 | $921.4M |
| WFM ASIA (BVI) Ltd | 0001632574 | Feb 13, 2025 | 7 | $921.3M |
| Royal Fund Management, LLC | 0001810099 | Jan 16, 2025 | 235 | $921.2M |
| Maplelane Capital, LLC | 0001512173 | Feb 14, 2025 | 59 | $920.9M |
| Certuity, LLC | 0001800752 | Jan 29, 2025 | 383 | $920.7M |
| Berkshire Money Management, Inc. | 0001535172 | Jan 27, 2025 | 86 | $919.8M |
| Voya Financial Advisors, Inc. | 0001424367 | Feb 14, 2025 | 218 | $919.3M |
| Penn Davis McFarland Inc. | 0001108893 | Jan 16, 2025 | 81 | $918.8M |
| Richard C. Young & CO., LTD. | 0001387304 | Jan 28, 2025 | 87 | $917.9M |
| CCM Investment Group, LLC | 0002067069 | May 13, 2025 | 208 | $917.0M |
| Diversified Portfolios, Inc. | 0001634212 | Jan 29, 2025 | 146 | $916.9M |
| Matrix Asset Advisors Inc. | 0001016287 | Jan 22, 2025 | 110 | $915.7M |
| Longbow Finance SA | 0001965552 | Feb 4, 2025 | 72 | $915.1M |
| Miller Investment Management, LP | 0001407382 | Feb 13, 2025 | 100 | $913.6M |
| Twin Capital Management Inc. | 0001059187 | Feb 13, 2025 | 298 | $913.2M |
| Aveo Capital Partners, LLC | 0001576584 | Jan 30, 2025 | 337 | $913.1M |
| CastleKnight Management LP | 0001835751 | Feb 14, 2025 | 318 | $913.0M |
| Carret Asset Management, LLC | 0000791490 | Feb 10, 2025 | 283 | $913.0M |
| L & S Advisors Inc | 0001392364 | Feb 12, 2025 | 334 | $912.3M |
| Van Cleef Asset Management,Inc | 0001482935 | Feb 5, 2025 | 119 | $912.3M |
| Allen Holding Inc. | 0000919489 | Feb 10, 2025 | 14 | $911.8M |
| Sawgrass Asset Management LLC | 0001105467 | Jan 29, 2025 | 171 | $911.0M |
| FPR Partners LLC | 0001546190 | Feb 14, 2025 | 11 | $910.1M |
| SG Capital Management LLC | 0001510099 | Feb 14, 2025 | 52 | $909.1M |
| ICICI Prudential Asset Management Co Ltd | 0001697850 | Feb 3, 2025 | 160 | $909.1M |
| CapWealth Advisors, LLC | 0001531809 | Jan 30, 2025 | 100 | $907.8M |
| West Coast Financial LLC | 0001511985 | Jan 15, 2025 | 165 | $907.6M |
| Stonebridge Financial Group, LLC | 0002009367 | Jan 29, 2025 | 834 | $907.3M |
| Marble Harbor Investment Counsel, LLC | 0001387130 | Feb 7, 2025 | 206 | $907.2M |
| WT Asset Management Ltd | 0001780365 | Jan 27, 2025 | 40 | $907.0M |
| Banc Funds Co. LLC | 0001029311 | Feb 13, 2025 | 121 | $906.6M |
| Summit Financial Strategies, Inc. | 0001625246 | Jan 22, 2025 | 148 | $906.0M |
| Sonnipe Ltd. | 0001946733 | Feb 11, 2025 | 3 | $905.6M |
| Middleton & Co. Inc. | 0000919497 | Feb 5, 2025 | 158 | $905.1M |
| Mangrove Partners Im, LLC | 0001535392 | Feb 14, 2025 | 154 | $905.0M |
| CCM Investment Advisers LLC | 0000931097 | Jan 10, 2025 | 75 | $904.8M |
| MHR Fund Management LLC | 0001277742 | Feb 14, 2025 | 9 | $904.4M |
| Sora Investors LLC | 0001894532 | Feb 14, 2025 | 66 | $900.6M |
| Freedom Together Foundation | 0002002798 | Feb 14, 2025 | 22 | $900.1M |
| PPSC Investment Service Corp | 0001964389 | Jan 30, 2025 | 6 | $899.3M |
| SOL Capital Management CO | 0001339270 | Jan 23, 2025 | 306 | $898.1M |
| Falcon Wealth Planning | 0001839850 | Jan 22, 2025 | 161 | $897.1M |
| Silicon Valley Capital Partners | 0001673633 | Jan 29, 2025 | 315 | $896.5M |
| Suncoast Equity Management | 0001315059 | Feb 3, 2025 | 76 | $895.8M |
| American National Bank & Trust | 0001272164 | Jan 15, 2025 | 517 | $895.3M |
| Randolph Co Inc | 0001475150 | Feb 14, 2025 | 45 | $894.8M |
| Inspire Investing, LLC | 0001670139 | Jan 17, 2025 | 824 | $893.6M |
| Fort Point Capital Partners LLC | 0001589282 | Feb 11, 2025 | 295 | $893.0M |
| Private Advisory Group LLC | 0001632965 | Apr 11, 2025 | 212 | $892.7M |
| Vivo Capital, LLC | 0001674712 | Feb 13, 2025 | 40 | $892.6M |
| Verus Financial Partners, Inc. | 0001481714 | Jan 24, 2025 | 97 | $890.8M |
| Forte Capital LLC | 0001022314 | Feb 3, 2025 | 229 | $889.5M |
| Common Fund for Nonprofit Organizations | 0002022949 | Feb 14, 2025 | 23 | $888.2M |
| Heartwood Wealth Advisors LLC | 0001794935 | Jan 10, 2025 | 170 | $888.0M |
| Harvey Partners, LLC | 0001406484 | Feb 14, 2025 | 41 | $887.1M |
| CVC Management Holdings II Ltd. | 0002023131 | Feb 14, 2025 | 3 | $886.8M |
| Wealth Architects, LLC | 0001611518 | Feb 10, 2025 | 215 | $885.9M |
| Syntegra Private Wealth Group, LLC | 0001964298 | Jan 27, 2025 | 157 | $885.3M |
| Steigerwald, Gordon & Koch Inc. | 0001731876 | Jan 16, 2025 | 126 | $885.1M |
| Hudson Way Capital Management LLC | 0001697597 | Feb 14, 2025 | 15 | $885.0M |
| HTLF Bank | 0002003343 | Jan 28, 2025 | 217 | $884.8M |
| Norden Group LLC | 0001990699 | Feb 5, 2025 | 526 | $884.2M |
| Ribbit Management Company, LLC | 0001836733 | Feb 14, 2025 | 11 | $884.0M |
| Signal Advisors Wealth, LLC | 0002010926 | Jan 14, 2025 | 424 | $883.8M |
| Bruni J V & Co. | 0001078841 | Feb 5, 2025 | 31 | $883.4M |
| Khrom Capital Management LLC | 0001877963 | Feb 14, 2025 | 18 | $883.2M |
| Orange Investment Advisors, Inc. | 0000943442 | Jan 10, 2025 | 177 | $882.9M |
| Prospector Partners LLC | 0001080380 | Feb 13, 2025 | 92 | $882.8M |
| Tran Capital Management, L.P. | 0001009262 | Jan 21, 2025 | 63 | $881.9M |
| Jackson Wealth Management, LLC | 0001536799 | Jan 27, 2025 | 164 | $881.9M |
| Cornerstone Advisory, LLC | 0001668189 | Feb 18, 2025 | 233 | $880.3M |
| Cortland Associates Inc. | 0001014315 | Jan 23, 2025 | 59 | $879.3M |
| Harbour Trust & Investment Management Co | 0002003557 | Jan 29, 2025 | 156 | $878.6M |
| Curated Wealth Partners LLC | 0001781284 | Jan 21, 2025 | 142 | $876.0M |
| Radcliffe Capital Management, L.P. | 0001218275 | Feb 14, 2025 | 49 | $875.9M |
| FORA Capital, LLC | 0001742435 | Feb 14, 2025 | 370 | $873.9M |
| Clough Capital Partners L P | 0001276144 | Feb 14, 2025 | 118 | $873.7M |
| One Madison Group LLC | 0001728278 | Feb 14, 2025 | 29 | $873.4M |
| Apriem Advisors | 0001425165 | Feb 5, 2025 | 184 | $873.1M |
| Dendur Capital LP | 0001782124 | Feb 14, 2025 | 18 | $872.7M |
| Trust Co | 0001632554 | Jan 14, 2025 | 413 | $872.7M |
| Buckingham Capital Management, Inc. | 0001567634 | Jan 31, 2025 | 131 | $871.6M |
| Heck Capital Advisors, LLC | 0002046227 | May 13, 2025 | 238 | $871.6M |
| Hartline Investment Corp./ | 0000945625 | Jan 29, 2025 | 96 | $871.4M |
| GFI Investment Counsel Ltd. | 0001688774 | Jun 10, 2025 | 20 | $871.1M |
| Sentinel Trust Co. Lba | 0001114739 | Feb 5, 2025 | 130 | $871.1M |
| Context Capital Management, LLC | 0001301396 | Feb 11, 2025 | 238 | $870.6M |
| Nitorum Capital, L.P. | 0001630243 | Feb 14, 2025 | 26 | $869.6M |
| Trigran Investments, Inc. | 0001336800 | Feb 13, 2025 | 18 | $869.5M |