| Informed Momentum Co LLC | 0001510989 | May 13, 2024 | 231 | $641.7M |
| Great Point Partners LLC | 0001281446 | May 15, 2024 | 35 | $641.6M |
| Personal Cfo Solutions, LLC | 0001677501 | May 13, 2024 | 541 | $640.9M |
| Focused Wealth Management, Inc | 0001586052 | May 8, 2024 | 176 | $640.3M |
| Atlas Capital Advisors Inc. | 0001434165 | Apr 15, 2024 | 890 | $640.1M |
| PSquared Asset Management AG | 0001623624 | May 14, 2024 | 8 | $640.0M |
| St. Louis Trust Co | 0001661144 | May 2, 2024 | 125 | $639.9M |
| Skba Capital Management LLC | 0000932024 | May 13, 2024 | 75 | $639.7M |
| Trust Co. of Toledo NA | 0001008937 | Apr 4, 2024 | 226 | $639.6M |
| Wallington Asset Management, LLC | 0001426754 | Apr 19, 2024 | 84 | $638.5M |
| Dow Chemical Co. | 0000029915 | May 2, 2024 | 6 | $638.0M |
| Bedel Financial Consulting, Inc. | 0001730511 | May 7, 2024 | 252 | $637.4M |
| Foundation Resource Management Inc. | 0001179232 | Apr 11, 2024 | 52 | $636.6M |
| Dillon & Associates Inc. | 0001054425 | Apr 30, 2024 | 82 | $636.5M |
| Cullen Investment Group, LTD. | 0000797203 | Apr 4, 2024 | 183 | $634.7M |
| Titan Global Capital Management USA LLC | 0001845930 | May 14, 2024 | 62 | $634.0M |
| Souders Financial Advisors | 0001811240 | May 8, 2024 | 160 | $633.8M |
| Northwest Bancshares, Inc. | 0001471265 | Apr 26, 2024 | 202 | $633.8M |
| Washington State Investment Board | 0000943712 | May 9, 2024 | 2 | $633.1M |
| Wellspring Financial Advisors, LLC | 0001811308 | May 1, 2024 | 142 | $633.0M |
| Pearl River Capital, LLC | 0001714260 | May 14, 2024 | 446 | $632.9M |
| WoodTrust Financial Corp | 0001725247 | Apr 17, 2024 | 168 | $631.3M |
| McIlrath & Eck, LLC | 0001701714 | May 10, 2024 | 936 | $631.2M |
| Falcon Wealth Planning | 0001839850 | Apr 15, 2024 | 133 | $631.0M |
| Nextech Invest Ltd. | 0001911010 | May 15, 2024 | 12 | $630.8M |
| Arvest Investments, Inc. | 0001025038 | Apr 19, 2024 | 156 | $630.6M |
| Parkside Investments, LLC | 0001706248 | Apr 12, 2024 | 90 | $630.5M |
| LS Investment Advisors, LLC | 0001455845 | Apr 30, 2024 | 137 | $630.1M |
| Moneco Advisors, LLC | 0001765690 | Jul 19, 2024 | 407 | $629.9M |
| Patriot Financial Group Insurance Agency, LLC | 0001694883 | Apr 30, 2024 | 476 | $628.5M |
| Greenline Partners, LLC | 0001697323 | May 15, 2024 | 123 | $627.4M |
| Financial Partners Group, Inc | 0001731169 | May 7, 2024 | 173 | $627.0M |
| South Street Advisors LLC | 0001399706 | May 10, 2024 | 73 | $626.8M |
| Third Avenue Management LLC | 0001099281 | May 13, 2024 | 58 | $626.7M |
| Institutional & Family Asset Management, LLC | 0001673815 | May 8, 2024 | 731 | $625.8M |
| Slow Capital, Inc. | 0001716984 | Apr 17, 2024 | 122 | $624.1M |
| OLP CAPITAL MANAGEMENT Ltd | 0001738126 | May 15, 2024 | 4 | $623.7M |
| Greylin Investment Management, Inc | 0001158583 | Apr 24, 2024 | 79 | $623.6M |
| Running Oak Capital LLC | 0001803994 | Apr 11, 2024 | 57 | $623.6M |
| Prescott Group Capital Management, L.L.C. | 0001166152 | May 10, 2024 | 206 | $623.2M |
| Pinpoint Asset Management Ltd | 0001803237 | May 14, 2024 | 106 | $623.0M |
| Prime Capital Management Co Ltd | 0001448793 | May 14, 2024 | 5 | $622.8M |
| Governors Lane LP | 0001644187 | May 15, 2024 | 36 | $622.8M |
| Linden Thomas Advisory Services, LLC | 0001965702 | Apr 30, 2024 | 453 | $622.5M |
| Moss Adams Wealth Advisors LLC | 0001661245 | May 7, 2024 | 152 | $622.4M |
| MPM Bioimpact LLC | 0001687078 | May 15, 2024 | 38 | $622.0M |
| Pinkerton Wealth, LLC | 0001536446 | May 10, 2024 | 130 | $621.9M |
| Parkside Financial Bank & Trust | 0001455267 | May 1, 2024 | 2,028 | $620.8M |
| D'Orazio & Associates, Inc. | 0001646821 | May 9, 2024 | 203 | $620.4M |
| Madison Avenue Partners, LP | 0001801265 | May 15, 2024 | 18 | $619.9M |
| Tanager Wealth Management LLP | 0001892929 | May 1, 2024 | 87 | $619.2M |
| Clayton, Dubilier & Rice, LLC | 0001538642 | Apr 26, 2024 | 4 | $618.7M |
| WealthShield Partners, LLC | 0001729303 | Apr 29, 2024 | 475 | $618.2M |
| Consolidated Investment Group LLC | 0001556168 | Apr 22, 2024 | 62 | $618.1M |
| Sphera Funds Management LTD. | 0001496201 | May 15, 2024 | 93 | $617.5M |
| GPS Wealth Strategies Group, LLC | 0001731837 | Apr 30, 2024 | 1,248 | $617.4M |
| White Mountains Insurance Group Ltd. | 0000776867 | May 9, 2024 | 2 | $617.2M |
| Engaged Capital LLC | 0001559771 | May 15, 2024 | 11 | $617.1M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0001512022 | May 13, 2024 | 98 | $616.8M |
| USA Financial Formulas | 0001633716 | Apr 30, 2024 | 300 | $616.8M |
| Primavera Capital Management Ltd | 0001686305 | May 15, 2024 | 4 | $615.3M |
| Affinity Asset Advisors, LLC | 0001773195 | May 14, 2024 | 77 | $615.1M |
| Bison Wealth, LLC | 0001633172 | May 10, 2024 | 417 | $614.9M |
| Fund 1 Investments, LLC | 0001959730 | May 15, 2024 | 39 | $614.7M |
| Exchange Capital Management, Inc. | 0001317733 | Apr 18, 2024 | 188 | $614.6M |
| Cardinal Capital Management | 0001434845 | Jul 12, 2024 | 139 | $614.6M |
| Redhawk Wealth Advisors, Inc. | 0001535811 | May 14, 2024 | 306 | $614.4M |
| Graham Holdings Co Master Retirement Trust | 0001912699 | May 16, 2024 | 2 | $614.2M |
| Covington Investment Advisors Inc. | 0001569036 | Nov 13, 2024 | 72 | $613.4M |
| Formidable Asset Management, LLC | 0001592613 | May 15, 2024 | 389 | $613.4M |
| St. James Investment Company, LLC | 0001504492 | May 3, 2024 | 25 | $613.2M |
| Great Waters Wealth Management | 0001964535 | Apr 9, 2024 | 99 | $612.3M |
| JBF Capital, Inc. | 0001483864 | May 14, 2024 | 76 | $611.8M |
| Olstein Capital Management, L.P. | 0000947996 | Apr 19, 2024 | 98 | $611.4M |
| Sompo Asset Management Co., Ltd. | 0001533504 | May 14, 2024 | 197 | $611.3M |
| Naviter Wealth, LLC | 0001855567 | Apr 18, 2024 | 232 | $611.3M |
| MayTech Global Investments, LLC | 0001731134 | May 14, 2024 | 28 | $611.0M |
| Sharkey, Howes & Javer | 0001642246 | Apr 18, 2024 | 122 | $610.8M |
| Financial Enhancement Group LLC | 0001641438 | Apr 15, 2024 | 114 | $608.5M |
| Planning Alternatives Ltd. | 0000712011 | Apr 17, 2024 | 49 | $608.5M |
| Cooper Financial Group | 0001751581 | Apr 11, 2024 | 349 | $608.4M |
| Sora Investors LLC | 0001894532 | May 15, 2024 | 45 | $608.0M |
| HHM Wealth Advisors, LLC | 0001750086 | May 14, 2024 | 740 | $607.5M |
| Mosaic Family Wealth Partners, LLC | 0001965241 | Jun 13, 2024 | 200 | $607.4M |
| Inscription Capital, LLC | 0001767868 | Jul 17, 2024 | 341 | $607.1M |
| Clark Estates Inc. | 0001056466 | May 7, 2024 | 88 | $607.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0001599852 | May 15, 2024 | 156 | $606.5M |
| SYM FINANCIAL Corp | 0000764739 | May 6, 2024 | 167 | $606.1M |
| Marietta Wealth Management, LLC | 0001697847 | Apr 25, 2024 | 100 | $605.9M |
| Inspirion Wealth Advisors, LLC | 0001633448 | Apr 12, 2024 | 149 | $605.1M |
| Greenland Capital Management LP | 0001896430 | May 10, 2024 | 228 | $605.0M |
| TrinityPoint Wealth, LLC | 0001766510 | May 8, 2024 | 308 | $604.4M |
| Vantagepoint Investment Advisers LLC | 0001087912 | May 1, 2024 | 7 | $604.4M |
| Southern Farm Bureau Life Insurance | 0001831944 | Apr 18, 2024 | 15 | $604.4M |
| Solel Partners LP | 0001790604 | May 15, 2024 | 20 | $603.6M |
| GFS Advisors, LLC | 0001427263 | Apr 25, 2024 | 146 | $603.6M |
| Oak Harvest Investment Services | 0001839430 | Oct 24, 2024 | 120 | $602.1M |
| Gryphon Financial Partners LLC | 0001729094 | May 1, 2024 | 253 | $601.7M |
| Zevin Asset Management LLC | 0001394096 | May 9, 2024 | 83 | $601.3M |
| Meridian Wealth Management, LLC | 0001697300 | Apr 25, 2024 | 199 | $600.7M |