| Greenwood Capital Associates LLC | 0001161822 | Jan 27, 2025 | 238 | $766.5M |
| Running Oak Capital LLC | 0001803994 | Jan 21, 2025 | 57 | $766.1M |
| Nellore Capital Management LLC | 0001846677 | Feb 14, 2025 | 17 | $765.6M |
| Legato Capital Management LLC | 0001442641 | Jan 29, 2025 | 566 | $765.2M |
| Cat Rock Capital Management LP | 0001654648 | Feb 14, 2025 | 14 | $765.0M |
| Baxter Bros Inc. | 0001096783 | Feb 12, 2025 | 157 | $764.5M |
| Alta Park Capital, LP | 0001621855 | Feb 14, 2025 | 34 | $764.2M |
| Absher Wealth Management, LLC | 0001802534 | Jan 27, 2025 | 69 | $764.2M |
| Central Pacific Bank - Trust Division | 0002020066 | Jan 3, 2025 | 884 | $763.8M |
| Trust Co. of Toledo NA | 0001008937 | Jan 13, 2025 | 237 | $762.7M |
| BlueStem Wealth Partners, LLC | 0001977465 | Feb 5, 2025 | 101 | $761.7M |
| Summit Creek Advisors LLC | 0001333709 | Feb 11, 2025 | 69 | $760.6M |
| Abacus FCF Advisors LLC | 0001604903 | Feb 13, 2025 | 265 | $759.7M |
| Aip, LLC | 0001714498 | Feb 14, 2025 | 2 | $758.6M |
| Minneapolis Portfolio Management Group, LLC | 0001317253 | Feb 11, 2025 | 30 | $758.5M |
| Manchester Global Management (UK) Ltd | 0001965104 | Feb 14, 2025 | 26 | $758.4M |
| NTV Asset Management LLC | 0001284208 | Jan 31, 2025 | 271 | $758.3M |
| Eubel Brady & Suttman Asset Management Inc. | 0001080382 | Feb 3, 2025 | 90 | $758.2M |
| Monograph Wealth Advisors, LLC | 0001776588 | Feb 18, 2025 | 114 | $756.3M |
| Boussard & Gavaudan Investment Management LLP | 0001614986 | Feb 12, 2025 | 87 | $755.9M |
| Clearline Capital LP | 0001600136 | Feb 14, 2025 | 94 | $755.4M |
| Parkside Financial Bank & Trust | 0001455267 | Feb 5, 2025 | 2,138 | $755.1M |
| North Peak Capital Management, LLC | 0001747888 | Feb 13, 2025 | 7 | $754.9M |
| ShawSpring Partners LLC | 0001766908 | Feb 13, 2025 | 11 | $754.9M |
| River Wealth Advisors LLC | 0001642570 | Feb 13, 2025 | 206 | $754.4M |
| Heritage Financial Services, LLC | 0001752035 | Jan 23, 2025 | 117 | $753.0M |
| AlphaQuest LLC | 0001883897 | Feb 7, 2025 | 1,672 | $752.8M |
| Qsemble Capital Management, LP | 0001766159 | Feb 11, 2025 | 371 | $751.1M |
| Parkman Healthcare Partners LLC | 0001777015 | Feb 14, 2025 | 89 | $750.9M |
| Mechanics Bank Trust Department | 0001439743 | Jan 16, 2025 | 218 | $750.3M |
| DE Burlo Group Inc. | 0001134288 | Feb 14, 2025 | 77 | $749.3M |
| Center for Financial Planning, Inc. | 0001803557 | Jan 30, 2025 | 675 | $749.3M |
| Phocas Financial Corp. | 0001356783 | Mar 5, 2025 | 154 | $748.8M |
| Patton Albertson Miller Group, LLC | 0001511037 | Jan 21, 2025 | 220 | $747.5M |
| Valiant Capital Management, L.P. | 0001452689 | Feb 14, 2025 | 27 | $747.4M |
| McGowan Group Asset Management, Inc. | 0001633227 | Feb 14, 2025 | 124 | $747.0M |
| Infrastructure Capital Advisors, LLC | 0001621802 | Feb 14, 2025 | 124 | $746.8M |
| 2Xideas AG | 0001843587 | Feb 13, 2025 | 59 | $746.6M |
| ACK Asset Management LLC | 0001510940 | Feb 13, 2025 | 22 | $746.4M |
| Hill Investment Group Partners, LLC | 0001979028 | Feb 14, 2025 | 80 | $746.2M |
| RPG Investment Advisory, LLC | 0001666664 | Feb 4, 2025 | 86 | $746.1M |
| Insight Wealth Strategies, LLC | 0001749914 | Jan 6, 2025 | 152 | $745.7M |
| Patriot Financial Group Insurance Agency, LLC | 0001694883 | Jan 22, 2025 | 474 | $745.4M |
| Moloney Securities Asset Management, LLC | 0001697934 | Jan 28, 2025 | 477 | $745.4M |
| a16z Capital Management, L.L.C. | 0001540358 | Feb 12, 2025 | 12 | $745.3M |
| Bornite Capital Management LP | 0001800641 | Feb 12, 2025 | 35 | $743.6M |
| Relyea Zuckerberg Hanson LLC | 0001793691 | Jan 15, 2025 | 254 | $743.6M |
| Cypress Funds LLC | 0001081198 | Feb 11, 2025 | 14 | $743.5M |
| Melqart Asset Management (UK) Ltd | 0001712901 | Feb 14, 2025 | 42 | $743.0M |
| Kora Management LP | 0001659815 | Feb 14, 2025 | 7 | $742.3M |
| Perseverance Asset Management International | 0001802695 | Feb 14, 2025 | 19 | $742.0M |
| Ascent Wealth Partners, LLC | 0001546865 | Feb 4, 2025 | 164 | $741.6M |
| Philosophy Capital Management LLC | 0001869199 | Feb 14, 2025 | 30 | $741.4M |
| Focused Wealth Management, Inc | 0001586052 | Jan 28, 2025 | 170 | $740.5M |
| Redhawk Wealth Advisors, Inc. | 0001535811 | Jan 14, 2025 | 292 | $740.0M |
| Beach Investment Counsel Inc. | 0001058800 | Jan 27, 2025 | 120 | $739.9M |
| Claro Advisors Inc. | 0001764386 | Jan 13, 2025 | 485 | $738.9M |
| Cahill Financial Advisors Inc. | 0001600327 | Feb 14, 2025 | 262 | $737.8M |
| Intrinsic Edge Capital Management LLC | 0001671754 | Feb 14, 2025 | 91 | $737.7M |
| Prescott Group Capital Management, L.L.C. | 0001166152 | Feb 21, 2025 | 240 | $737.1M |
| Euclidean Capital LLC | 0001825034 | Feb 14, 2025 | 11 | $736.7M |
| ORG Partners LLC | 0001979372 | Jan 10, 2025 | 1,347 | $736.7M |
| JLB & Associates Inc. | 0001085227 | Feb 3, 2025 | 78 | $736.6M |
| Broad Run Investment Management, LLC | 0001568621 | Feb 14, 2025 | 24 | $736.0M |
| HHM Wealth Advisors, LLC | 0001750086 | Jan 24, 2025 | 1,010 | $735.4M |
| Howard Financial Services, LTD. | 0001768130 | Jan 15, 2025 | 186 | $735.1M |
| CPC Advisors, LLC | 0001805250 | Jan 29, 2025 | 197 | $734.8M |
| Greatmark Investment Partners, Inc. | 0001540944 | Feb 10, 2025 | 140 | $734.4M |
| Hendershot Investments Inc. | 0001541496 | Jan 28, 2025 | 131 | $733.7M |
| Resources Management Corp. /CT/ | 0000749044 | Feb 14, 2025 | 428 | $732.6M |
| EFG Asset Management (North America) Corp. | 0001911412 | Feb 11, 2025 | 174 | $732.5M |
| Wallace Capital Management Inc. | 0001459754 | Feb 14, 2025 | 81 | $731.8M |
| Laird Norton Wetherby Trust Company, LLC | 0000723204 | Feb 14, 2025 | 80 | $731.4M |
| LaFleur & Godfrey LLC | 0001387458 | Feb 6, 2025 | 150 | $729.5M |
| Monashee Investment Management LLC | 0001627608 | Feb 14, 2025 | 38 | $729.2M |
| Fund 1 Investments, LLC | 0001959730 | Feb 14, 2025 | 57 | $728.8M |
| Samsara Biocapital, LLC | 0001744967 | Feb 14, 2025 | 43 | $728.6M |
| ARS Wealth Advisors Group, LLC | 0001886707 | Jan 14, 2025 | 160 | $726.9M |
| Emerald Advisors, LLC | 0001802611 | Feb 3, 2025 | 92 | $725.6M |
| Biondo Investment Advisors, LLC | 0001455176 | Feb 12, 2025 | 90 | $725.6M |
| Crewe Advisors LLC | 0001730033 | Jan 27, 2025 | 646 | $725.2M |
| Discerene Group LP | 0001632958 | Feb 12, 2025 | 11 | $725.1M |
| Tamar Securities, LLC | 0001703081 | Jan 22, 2025 | 69 | $724.3M |
| Aviance Capital Partners, LLC | 0001542383 | Feb 7, 2025 | 322 | $723.6M |
| AF Advisors, Inc. | 0001818044 | Feb 12, 2025 | 21 | $723.1M |
| Avitas Wealth Management LLC | 0001734565 | Jan 27, 2025 | 190 | $723.0M |
| Dillon & Associates Inc. | 0001054425 | Feb 11, 2025 | 81 | $721.1M |
| Columbus Macro, LLC | 0001727269 | Jan 24, 2025 | 204 | $720.9M |
| Grove Bank & Trust | 0001662212 | Jan 16, 2025 | 787 | $720.5M |
| Galaxy Group Investments LLC | 0001912562 | Mar 24, 2026 | 10 | $720.3M |
| Bedel Financial Consulting, Inc. | 0001730511 | Feb 6, 2025 | 266 | $719.4M |
| Crosslink Capital Inc. | 0001104329 | Feb 14, 2025 | 19 | $718.9M |
| Oak Harvest Investment Services | 0001839430 | Jan 23, 2025 | 151 | $717.3M |
| Jag Capital Management, LLC | 0001080374 | Feb 6, 2025 | 123 | $716.2M |
| Souders Financial Advisors | 0001811240 | Feb 6, 2025 | 175 | $716.0M |
| Inspirion Wealth Advisors, LLC | 0001633448 | Jan 15, 2025 | 152 | $715.9M |
| Skylands Capital, LLC | 0001299910 | Feb 4, 2025 | 150 | $715.8M |
| Coppell Advisory Solutions LLC | 0001848433 | Feb 14, 2025 | 1,976 | $715.6M |
| Greenline Partners, LLC | 0001697323 | Feb 14, 2025 | 241 | $714.5M |
| Consolidated Investment Group LLC | 0001556168 | Jan 21, 2025 | 64 | $713.5M |