| XTX Topco Ltd | 0001828301 | May 13, 2024 | 1,775 | $741.8M |
| DiNuzzo Private Wealth, Inc. | 0001994563 | May 6, 2024 | 1,364 | $741.1M |
| Stansberry Asset Management, LLC | 0001725910 | May 15, 2024 | 123 | $741.1M |
| ARS Wealth Advisors Group, LLC | 0001886707 | May 13, 2024 | 168 | $740.9M |
| Ally Financial Inc. | 0000040729 | May 14, 2024 | 108 | $740.7M |
| Condire Management, LP | 0001847739 | May 15, 2024 | 19 | $740.5M |
| Mark Asset Management LP | 0000860176 | May 15, 2024 | 49 | $739.9M |
| Atlas FRM LLC | 0001879898 | May 14, 2024 | 7 | $739.9M |
| Waddell & Associates, LLC | 0001776757 | May 8, 2024 | 140 | $739.8M |
| Alera Investment Advisors, LLC | 0001759485 | May 10, 2024 | 169 | $739.5M |
| Ashford Capital Management Inc. | 0000897070 | May 15, 2024 | 91 | $739.3M |
| Grey Street Capital, LLC | 0001967335 | Aug 9, 2024 | 487 | $738.5M |
| Laird Norton Wetherby Trust Company, LLC | 0000723204 | May 15, 2024 | 83 | $738.2M |
| Fort Point Capital Partners LLC | 0001589282 | May 15, 2024 | 317 | $738.1M |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 0001474069 | May 15, 2024 | 12 | $737.5M |
| CloudAlpha Capital Management Limited/Hong Kong | 0001745907 | Jul 22, 2024 | 30 | $737.4M |
| Baldwin Investment Management, LLC | 0001346378 | May 14, 2024 | 209 | $737.3M |
| Heritage Investment Group, Inc. | 0001876811 | May 2, 2024 | 103 | $737.1M |
| Robotti Robert | 0001105838 | May 15, 2024 | 57 | $736.9M |
| Mattern Capital Management, LLC | 0001803227 | May 14, 2024 | 157 | $736.5M |
| Discovery Capital Management, LLC / CT | 0001389507 | May 15, 2024 | 52 | $735.5M |
| LVZ, Inc. | 0001574408 | Apr 17, 2024 | 144 | $735.4M |
| Barlow Wealth Partners, LLC | 0001999928 | Apr 18, 2024 | 152 | $734.7M |
| Gilbert & Cook, Inc. | 0001675762 | May 2, 2024 | 221 | $733.8M |
| Portland Global Advisors LLC | 0001504941 | May 8, 2024 | 134 | $733.6M |
| Cahill Financial Advisors Inc. | 0001600327 | May 13, 2024 | 259 | $733.1M |
| Wallace Capital Management Inc. | 0001459754 | May 15, 2024 | 77 | $733.1M |
| Absolute Investment Advisers, LLC | 0001316187 | Jan 31, 2025 | 125 | $732.7M |
| Rodgers Brothers Inc. | 0001397290 | May 14, 2024 | 239 | $732.6M |
| Nilsine Partners, LLC | 0001913043 | Apr 22, 2024 | 331 | $732.4M |
| Simcoe Capital Management, LLC | 0001633362 | May 15, 2024 | 18 | $731.8M |
| Minneapolis Portfolio Management Group, LLC | 0001317253 | May 6, 2024 | 27 | $731.7M |
| Pekin Hardy Strauss, Inc. | 0001020317 | May 3, 2024 | 322 | $731.4M |
| Romano Brothers and Company | 0000200648 | Apr 17, 2024 | 305 | $730.3M |
| Redpoint Management, LLC | 0001689508 | May 14, 2024 | 8 | $730.2M |
| Madrone Advisors, LLC | 0001964563 | May 14, 2024 | 6 | $729.9M |
| Nwi Management LP | 0001103887 | May 15, 2024 | 45 | $729.8M |
| Oxbow Advisors, LLC | 0001564770 | May 6, 2024 | 223 | $728.5M |
| Mason Capital Management LLC | 0001218735 | May 15, 2024 | 6 | $727.8M |
| Signet Financial Management, LLC | 0001600307 | Apr 15, 2024 | 269 | $727.7M |
| Dean Investment Associates, LLC | 0000846797 | May 14, 2024 | 208 | $727.0M |
| Diversified, LLC | 0001841991 | May 2, 2024 | 178 | $727.0M |
| Pier Capital, LLC | 0001310051 | May 3, 2024 | 126 | $726.9M |
| Alley Investment Management Company, LLC | 0001917618 | May 10, 2024 | 84 | $726.6M |
| &partners | 0000107136 | Apr 11, 2024 | 491 | $725.8M |
| Cavalry Management Group, LLC | 0001484165 | May 15, 2024 | 17 | $724.6M |
| Lake Street Private Wealth, LLC | 0001772031 | Apr 19, 2024 | 315 | $724.4M |
| Skylands Capital, LLC | 0001299910 | May 3, 2024 | 152 | $723.9M |
| Inspire Advisors, LLC | 0001810558 | May 7, 2024 | 373 | $722.6M |
| Joho Capital LLC | 0001106500 | May 15, 2024 | 16 | $721.0M |
| Absher Wealth Management, LLC | 0001802534 | Apr 23, 2024 | 58 | $721.0M |
| MIG Capital, LLC | 0001425649 | May 14, 2024 | 16 | $719.4M |
| Kohmann Bosshard Financial Services, LLC | 0001696615 | Apr 16, 2024 | 202 | $718.4M |
| Burns J W & Co. Inc. | 0001047339 | Apr 17, 2024 | 188 | $718.4M |
| RW Investment Management LLC | 0001631627 | May 15, 2024 | 89 | $718.3M |
| Savoie Capital LLC | 0002001471 | May 15, 2024 | 90 | $717.8M |
| Pale Fire Capital SE | 0001922318 | May 14, 2024 | 46 | $717.3M |
| Analog Century Management LP | 0001753384 | May 15, 2024 | 24 | $717.0M |
| Summit Financial Strategies, Inc. | 0001625246 | May 9, 2024 | 150 | $716.9M |
| Arden Trust Co | 0001780607 | Apr 3, 2024 | 249 | $716.9M |
| Certified Advisory Corp | 0001731732 | May 10, 2024 | 266 | $716.8M |
| CoreView Capital Management Ltd | 0001842785 | May 14, 2024 | 9 | $715.4M |
| V-Square Quantitative Management LLC | 0001943239 | Apr 24, 2024 | 580 | $714.8M |
| Provenance Wealth Advisors, LLC | 0002081584 | Aug 15, 2025 | 541 | $711.0M |
| Diversified Portfolios, Inc. | 0001634212 | May 7, 2024 | 126 | $710.5M |
| American Financial Advisors, LLC | 0001767898 | Apr 22, 2024 | 151 | $709.8M |
| Redwood Capital Management, LLC | 0001316622 | May 15, 2024 | 20 | $709.6M |
| Adams Natural Resources Fund, Inc. | 0000216851 | Apr 24, 2024 | 55 | $709.0M |
| Hill Investment Group Partners, LLC | 0001979028 | May 14, 2024 | 69 | $708.2M |
| WFM ASIA (BVI) Ltd | 0001632574 | May 14, 2024 | 10 | $707.7M |
| FCPM III Services B.V. | 0002013410 | May 3, 2024 | 6 | $707.3M |
| Altfest L J & Co. Inc. | 0000712050 | Apr 22, 2024 | 310 | $706.2M |
| Qtron Investments LLC | 0001768099 | May 14, 2024 | 472 | $705.8M |
| Jag Capital Management, LLC | 0001080374 | May 1, 2024 | 134 | $705.3M |
| Thrive Capital Management, LLC | 0001765681 | May 15, 2024 | 4 | $704.9M |
| Owl Creek Asset Management, L.P. | 0001313756 | May 15, 2024 | 54 | $704.7M |
| Greatmark Investment Partners, Inc. | 0001540944 | May 9, 2024 | 127 | $703.7M |
| Crosslink Capital Inc. | 0001104329 | May 15, 2024 | 18 | $702.1M |
| Central Bank & Trust Co. | 0001175954 | Apr 11, 2024 | 335 | $701.5M |
| Cornerstone Advisory, LLC | 0001668189 | May 8, 2024 | 225 | $701.4M |
| Private Advisory Group LLC | 0001632965 | May 14, 2024 | 178 | $701.0M |
| Lodestar Private Asset Management LLC | 0001963040 | Apr 25, 2024 | 212 | $700.8M |
| Hendershot Investments Inc. | 0001541496 | Apr 22, 2024 | 131 | $699.4M |
| World Investment Advisors | 0001652594 | May 15, 2024 | 394 | $698.9M |
| Violich Capital Management, Inc. | 0001326766 | Apr 30, 2024 | 109 | $698.8M |
| Nemes Rush Group LLC | 0001982273 | May 15, 2024 | 665 | $697.8M |
| Aaron Wealth Advisors LLC | 0001812198 | Apr 25, 2024 | 309 | $697.6M |
| Yiheng Capital Management, L.P. | 0001447228 | May 15, 2024 | 19 | $696.3M |
| Ardsley Advisory Partners LP | 0000900529 | May 15, 2024 | 124 | $696.1M |
| Compass Ion Advisors, LLC | 0001621100 | Apr 18, 2024 | 227 | $695.8M |
| Ninety One SA (Pty) Ltd | 0001491998 | Apr 25, 2024 | 73 | $694.3M |
| Cascade Financial Partners, LLC | 0002021208 | May 14, 2024 | 224 | $694.1M |
| Passaic Partners LLC | 0001905809 | May 13, 2024 | 11 | $693.6M |
| Lombard Odier Asset Management (USA) Corp | 0001491719 | May 15, 2024 | 220 | $693.6M |
| McGowan Group Asset Management, Inc. | 0001633227 | May 15, 2024 | 129 | $693.5M |
| Paloma Partners Management Co | 0001103882 | May 15, 2024 | 491 | $692.1M |
| Fort Baker Capital Management LP | 0001688382 | May 15, 2024 | 70 | $691.3M |
| Winthrop Advisory Group LLC | 0001739043 | Apr 17, 2024 | 141 | $691.3M |
| Bensler, LLC | 0001965941 | Apr 30, 2024 | 157 | $690.1M |
| Discerene Group LP | 0001632958 | May 13, 2024 | 11 | $689.4M |