| ShawSpring Partners LLC | 0001766908 | Nov 13, 2024 | 10 | $791.6M |
| RTD Financial Advisors, Inc. | 0001810555 | Oct 30, 2024 | 111 | $789.9M |
| Alley Investment Management Company, LLC | 0001917618 | Nov 13, 2024 | 85 | $789.6M |
| Allen Capital Group, LLC | 0001601384 | Nov 12, 2024 | 221 | $788.9M |
| Red Cedar Investment Management, LLC | 0001734398 | Oct 30, 2024 | 78 | $788.4M |
| Rodgers Brothers Inc. | 0001397290 | Nov 14, 2024 | 235 | $787.5M |
| Khrom Capital Management LLC | 0001877963 | Nov 14, 2024 | 16 | $787.4M |
| Aperture Investors, LLC | 0001787596 | Nov 14, 2024 | 74 | $787.4M |
| Vise Technologies, Inc. | 0001812090 | Nov 13, 2024 | 588 | $785.9M |
| Lodestar Private Asset Management LLC | 0001963040 | Oct 25, 2024 | 214 | $785.1M |
| Signet Financial Management, LLC | 0001600307 | Oct 23, 2024 | 266 | $784.6M |
| Pembroke Management, LTD | 0001063497 | Oct 29, 2024 | 58 | $784.1M |
| Pekin Hardy Strauss, Inc. | 0001020317 | Nov 12, 2024 | 338 | $783.8M |
| Parkman Healthcare Partners LLC | 0001777015 | Nov 14, 2024 | 93 | $783.4M |
| Continuum Advisory, LLC | 0001846532 | Nov 15, 2024 | 1,914 | $783.2M |
| Dark Forest Capital Management LP | 0001853322 | Nov 14, 2024 | 937 | $782.5M |
| Global X Japan Co., Ltd. | 0002027450 | Oct 22, 2024 | 287 | $782.5M |
| Curated Wealth Partners LLC | 0001781284 | Oct 4, 2024 | 132 | $781.7M |
| LVZ, Inc. | 0001574408 | Oct 24, 2024 | 149 | $781.6M |
| Keystone Financial Group | 0001729299 | Feb 19, 2025 | 373 | $781.4M |
| Stanley-Laman Group, Ltd. | 0001601489 | Oct 22, 2024 | 291 | $781.0M |
| LVW Advisors, LLC | 0001576053 | Oct 9, 2024 | 308 | $780.9M |
| Great Lakes Retirement, Inc. | 0001801667 | Oct 22, 2024 | 200 | $780.2M |
| Vantagepoint Investment Advisers LLC | 0001087912 | Oct 17, 2024 | 10 | $779.1M |
| Makaira Partners LLC | 0001540866 | Nov 14, 2024 | 12 | $777.7M |
| Divisadero Street Capital Management, LP | 0001901865 | Nov 14, 2024 | 70 | $777.2M |
| JLB & Associates Inc. | 0001085227 | Oct 2, 2024 | 80 | $777.2M |
| JGP Wealth Management, LLC | 0001748278 | Oct 9, 2024 | 178 | $776.8M |
| McIlrath & Eck, LLC | 0001701714 | Nov 19, 2024 | 976 | $776.4M |
| Ardmore Road Asset Management LP | 0001835730 | Nov 14, 2024 | 41 | $775.7M |
| Absher Wealth Management, LLC | 0001802534 | Oct 28, 2024 | 66 | $775.3M |
| Stillwater Capital Advisors, LLC | 0001482970 | Oct 15, 2024 | 73 | $773.9M |
| Naspers Ltd. | 0001106051 | Nov 14, 2024 | 4 | $773.6M |
| Ullmann Wealth Partners Group, LLC | 0001697725 | Oct 15, 2024 | 132 | $773.2M |
| Bedrijfstakpensioenfonds Voor DE Media Pno | 0001274196 | Oct 21, 2024 | 41 | $773.0M |
| Triple Frond Partners LLC | 0001454502 | Nov 13, 2024 | 9 | $772.9M |
| Claro Advisors Inc. | 0001764386 | Nov 7, 2024 | 510 | $772.4M |
| Rockbridge Investment Management, LCC | 0001821984 | Nov 1, 2024 | 129 | $772.1M |
| Nilsine Partners, LLC | 0001913043 | Oct 30, 2024 | 342 | $772.0M |
| Minneapolis Portfolio Management Group, LLC | 0001317253 | Oct 29, 2024 | 28 | $771.8M |
| Cooper Financial Group | 0001751581 | Nov 14, 2024 | 382 | $770.3M |
| Palo Alto Investors LP | 0001306923 | Nov 14, 2024 | 45 | $769.9M |
| Cypress Funds LLC | 0001081198 | Nov 14, 2024 | 14 | $769.5M |
| Violich Capital Management, Inc. | 0001326766 | Oct 18, 2024 | 111 | $769.3M |
| Perennial Investment Advisors, LLC | 0001801523 | Nov 14, 2024 | 383 | $769.3M |
| Burns J W & Co. Inc. | 0001047339 | Oct 4, 2024 | 186 | $769.3M |
| Baxter Bros Inc. | 0001096783 | Oct 29, 2024 | 155 | $769.2M |
| Monograph Wealth Advisors, LLC | 0001776588 | Nov 14, 2024 | 107 | $768.4M |
| Greenwood Capital Associates LLC | 0001161822 | Oct 30, 2024 | 236 | $768.3M |
| Silicon Valley Capital Partners | 0001673633 | Oct 30, 2024 | 309 | $768.2M |
| Technology Crossover Management IX, Ltd. | 0001698264 | Nov 13, 2024 | 6 | $767.9M |
| KWB Wealth | 0001822236 | Oct 7, 2024 | 132 | $767.2M |
| Eubel Brady & Suttman Asset Management Inc. | 0001080382 | Nov 12, 2024 | 88 | $766.4M |
| Optimus Prime Fund Management Co., Ltd. | 0001732539 | Nov 14, 2024 | 23 | $766.0M |
| Barlow Wealth Partners, LLC | 0001999928 | Oct 8, 2024 | 147 | $764.9M |
| HCR Wealth Advisors | 0001697715 | Oct 10, 2024 | 229 | $764.2M |
| Laird Norton Wetherby Trust Company, LLC | 0000723204 | Nov 14, 2024 | 84 | $763.6M |
| Simcoe Capital Management, LLC | 0001633362 | Nov 14, 2024 | 15 | $762.4M |
| Ninepoint Partners LP | 0001715635 | Nov 7, 2024 | 83 | $761.8M |
| Cornerstone Advisory, LLC | 0001668189 | Nov 12, 2024 | 218 | $759.9M |
| Insight Wealth Strategies, LLC | 0001749914 | Oct 7, 2024 | 159 | $759.2M |
| McGowan Group Asset Management, Inc. | 0001633227 | Nov 12, 2024 | 127 | $759.1M |
| Cary Street Partners Asset Management LLC | 0001845445 | Oct 30, 2024 | 209 | $758.8M |
| Aviance Capital Partners, LLC | 0001542383 | Nov 7, 2024 | 333 | $758.0M |
| MayTech Global Investments, LLC | 0001731134 | Nov 13, 2024 | 30 | $757.3M |
| Jackson Thornton Wealth Management, LLC | 0001903880 | Nov 13, 2024 | 63 | $756.4M |
| Adams Asset Advisors, LLC | 0001386929 | Oct 15, 2024 | 75 | $756.3M |
| Spirepoint Private Client, LLC | 0002022908 | Nov 5, 2024 | 211 | $755.3M |
| Arbor Investment Advisors, LLC | 0001590073 | Oct 24, 2024 | 116 | $755.1M |
| Fiduciary Alliance LLC | 0001954805 | Oct 11, 2024 | 252 | $753.5M |
| MainStreet Investment Advisors LLC | 0001729854 | Nov 12, 2024 | 156 | $752.7M |
| Heritage Financial Services, LLC | 0001752035 | Oct 23, 2024 | 110 | $752.1M |
| Orion Resource Partners LP | 0002032200 | Nov 14, 2024 | 18 | $751.9M |
| Altfest L J & Co. Inc. | 0000712050 | Nov 5, 2024 | 332 | $751.2M |
| Mechanics Bank Trust Department | 0001439743 | Oct 10, 2024 | 202 | $751.2M |
| Daido Life Insurance Co. | 0001173460 | Nov 7, 2024 | 5 | $750.7M |
| GPS Wealth Strategies Group, LLC | 0001731837 | Oct 29, 2024 | 1,397 | $750.5M |
| River Wealth Advisors LLC | 0001642570 | Nov 12, 2024 | 208 | $750.2M |
| SPX Gestao de Recursos Ltda | 0001589176 | Dec 12, 2024 | 52 | $749.6M |
| Massachusetts Institute of Technology | 0000351051 | Nov 14, 2024 | 4 | $749.0M |
| NTV Asset Management LLC | 0001284208 | Oct 31, 2024 | 265 | $747.9M |
| Strategies Wealth Advisors, LLC | 0001976435 | Oct 7, 2024 | 97 | $747.6M |
| SYM FINANCIAL Corp | 0000764739 | Nov 14, 2024 | 263 | $747.3M |
| Luxor Capital Group, LP | 0001316580 | Nov 15, 2024 | 35 | $746.8M |
| Moloney Securities Asset Management, LLC | 0001697934 | Oct 30, 2024 | 491 | $745.9M |
| Toews Corp. | 0000932000 | Oct 25, 2024 | 17 | $745.7M |
| WealthPLAN Partners, LLC | 0001639943 | Nov 5, 2024 | 255 | $744.8M |
| Crosslink Capital Inc. | 0001104329 | Nov 14, 2024 | 19 | $744.7M |
| Patriot Financial Group Insurance Agency, LLC | 0001694883 | Oct 24, 2024 | 495 | $744.0M |
| Tanager Wealth Management LLP | 0001892929 | Oct 22, 2024 | 109 | $743.0M |
| Silchester International Investors LLP | 0001506409 | Oct 24, 2024 | 4 | $742.7M |
| 2Xideas AG | 0001843587 | Nov 13, 2024 | 56 | $742.2M |
| Focused Wealth Management, Inc | 0001586052 | Oct 30, 2024 | 207 | $742.1M |
| Sixth Street Partners Management Company, L.P. | 0001812095 | Nov 12, 2024 | 16 | $742.0M |
| Newbrook Capital Advisors LP | 0001389875 | Nov 14, 2024 | 17 | $741.7M |
| Great Waters Wealth Management | 0001964535 | Oct 4, 2024 | 110 | $741.6M |
| Resources Management Corp. /CT/ | 0000749044 | Nov 15, 2024 | 464 | $741.3M |
| Dock Street Asset Management Inc. | 0001172779 | Oct 21, 2024 | 47 | $740.9M |
| Portfolio Strategies, Inc. | 0001753271 | Nov 6, 2024 | 38 | $740.4M |
| Gryphon Financial Partners LLC | 0001729094 | Nov 8, 2024 | 284 | $739.9M |