| Capital Investment Counsel, Inc | 0001418421 | Oct 22, 2024 | 227 | $696.8M |
| TrinityPoint Wealth, LLC | 0001766510 | Nov 7, 2024 | 330 | $695.6M |
| John G Ullman & Associates Inc. | 0000919530 | Nov 8, 2024 | 179 | $695.5M |
| Oak Harvest Investment Services | 0001839430 | Oct 25, 2024 | 132 | $695.4M |
| Cim, LLC | 0001364725 | Jan 16, 2025 | 164 | $694.2M |
| H Partners Management, LLC | 0001364412 | Nov 14, 2024 | 2 | $693.9M |
| Howard Financial Services, LTD. | 0001768130 | Oct 8, 2024 | 168 | $692.5M |
| SG Capital Management LLC | 0001510099 | Feb 21, 2025 | 54 | $691.1M |
| Emerald Advisors, LLC | 0001802611 | Oct 31, 2024 | 91 | $690.9M |
| Titleist Asset Management, LLC | 0001977759 | Nov 13, 2024 | 277 | $690.8M |
| Keebeck Wealth Management | 0001803675 | Nov 14, 2024 | 254 | $690.0M |
| Arkos Global Advisors | 0001769089 | Nov 15, 2024 | 128 | $689.9M |
| Atlas Private Wealth Advisors | 0001814234 | Oct 9, 2024 | 153 | $689.9M |
| BTG Pactual Asset Management US LLC | 0001569579 | Nov 14, 2024 | 192 | $688.9M |
| Nemes Rush Group LLC | 0001982273 | Nov 13, 2024 | 606 | $688.8M |
| Prescott Group Capital Management, L.L.C. | 0001166152 | Nov 7, 2024 | 219 | $688.6M |
| Marietta Wealth Management, LLC | 0001697847 | Oct 22, 2024 | 109 | $688.3M |
| Kora Management LP | 0001659815 | Nov 14, 2024 | 7 | $687.8M |
| Pinkerton Wealth, LLC | 0001536446 | Nov 12, 2024 | 135 | $687.7M |
| NWF Advisory Services Inc. | 0002045735 | Oct 6, 2025 | 338 | $687.7M |
| Cynosure Group, LLC | 0001763409 | Nov 13, 2024 | 370 | $686.1M |
| Owl Creek Asset Management, L.P. | 0001313756 | Nov 14, 2024 | 42 | $684.5M |
| HBW Advisory Services LLC | 0001790525 | Oct 4, 2024 | 362 | $684.1M |
| Permian Investment Partners, LP | 0001472850 | Nov 14, 2024 | 6 | $682.0M |
| Kingdon Capital Management, L.L.C. | 0001000097 | Nov 14, 2024 | 68 | $681.3M |
| V-Square Quantitative Management LLC | 0001943239 | Oct 17, 2024 | 690 | $680.8M |
| Coppell Advisory Solutions LLC | 0001848433 | Nov 14, 2024 | 1,877 | $679.7M |
| Index Venture Associates VI Ltd | 0001755035 | Nov 14, 2024 | 1 | $677.7M |
| Grove Bank & Trust | 0001662212 | Oct 11, 2024 | 735 | $677.0M |
| CDAM (UK) Ltd | 0001719387 | Nov 13, 2024 | 10 | $676.9M |
| LS Investment Advisors, LLC | 0001455845 | Oct 31, 2024 | 139 | $676.9M |
| Auxier Asset Management LLC | 0001105863 | Nov 14, 2024 | 174 | $676.5M |
| 9258 Wealth Management, LLC | 0001766506 | Nov 12, 2024 | 356 | $676.5M |
| Financial Partners Group, Inc | 0001731169 | Oct 30, 2024 | 188 | $675.7M |
| Northcape Capital Pty Ltd | 0001686776 | Oct 11, 2024 | 34 | $675.3M |
| Adams Natural Resources Fund, Inc. | 0000216851 | Oct 25, 2024 | 56 | $675.3M |
| Skba Capital Management LLC | 0000932024 | Nov 12, 2024 | 76 | $673.7M |
| Radnor Capital Management, LLC | 0001696867 | Oct 30, 2024 | 332 | $673.4M |
| Consolidated Investment Group LLC | 0001556168 | Nov 4, 2024 | 64 | $673.3M |
| Mosaic Family Wealth Partners, LLC | 0001965241 | Nov 13, 2024 | 209 | $673.3M |
| Inscription Capital, LLC | 0001767868 | Oct 24, 2024 | 368 | $673.1M |
| Cooper Investors PTY Ltd. | 0001561728 | Apr 11, 2025 | 42 | $672.8M |
| CPC Advisors, LLC | 0001805250 | Oct 31, 2024 | 197 | $672.4M |
| NSI Retail Advisors, LLC | 0001866574 | Nov 14, 2024 | 22 | $671.9M |
| Brandywine Trust Co. | 0001123803 | Nov 14, 2024 | 33 | $671.0M |
| Cullen Investment Group, LTD. | 0000797203 | Oct 4, 2024 | 182 | $670.7M |
| Estabrook Capital Management | 0001344717 | Nov 13, 2024 | 359 | $670.7M |
| Covalis Capital LLP | 0001698819 | Nov 14, 2024 | 48 | $670.3M |
| JBF Capital, Inc. | 0001483864 | Nov 14, 2024 | 81 | $669.9M |
| OLP CAPITAL MANAGEMENT Ltd | 0001738126 | Nov 14, 2024 | 6 | $669.3M |
| Informed Momentum Co LLC | 0001510989 | Nov 13, 2024 | 239 | $668.9M |
| Oak Hill Advisors LP | 0001164688 | Nov 14, 2024 | 14 | $668.4M |
| Passaic Partners LLC | 0001905809 | Nov 1, 2024 | 12 | $668.2M |
| Sasco Capital Inc. / CT/ | 0000788714 | Nov 8, 2024 | 51 | $667.8M |
| Abacus Wealth Partners, LLC | 0001978011 | Oct 3, 2024 | 93 | $667.0M |
| MPM Bioimpact LLC | 0001687078 | Nov 13, 2024 | 43 | $666.6M |
| Alaska Wealth Advisors, LLC | 0001731601 | Nov 4, 2024 | 113 | $666.4M |
| BSW Wealth Partners | 0001512601 | Oct 29, 2024 | 303 | $666.4M |
| Covington Investment Advisors Inc. | 0001569036 | Nov 13, 2024 | 71 | $665.2M |
| Archford Capital Strategies, LLC | 0001606609 | Oct 15, 2024 | 254 | $664.1M |
| Graham Holdings Co Master Retirement Trust | 0001912699 | Nov 14, 2024 | 2 | $664.0M |
| Mayflower Financial Advisors, LLC | 0001852930 | Nov 4, 2024 | 370 | $663.4M |
| Onyx Bridge Wealth Group LLC | 0001819476 | Oct 17, 2024 | 285 | $663.3M |
| Parkside Investments, LLC | 0001706248 | Oct 16, 2024 | 93 | $662.6M |
| K.J. Harrison & Partners Inc | 0001418359 | Oct 25, 2024 | 206 | $662.4M |
| Capital Planning Advisors, LLC | 0001631941 | Nov 12, 2024 | 139 | $662.3M |
| Arvest Investments, Inc. | 0001025038 | Nov 4, 2024 | 160 | $662.1M |
| Seven Post Investment Office LP | 0001554308 | Oct 31, 2024 | 55 | $661.7M |
| Shannon River Fund Management LLC | 0001301050 | Nov 13, 2024 | 18 | $661.7M |
| Liberty Mutual Group Asset Management Inc. | 0001533497 | Feb 14, 2025 | 49 | $660.1M |
| Bank Hapoalim BM | 0000902528 | Oct 28, 2024 | 129 | $660.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0001748861 | Oct 24, 2024 | 431 | $659.7M |
| North of South Capital LLP | 0002033334 | Nov 12, 2024 | 17 | $659.4M |
| Fort Sheridan Advisors LLC | 0001606666 | Nov 14, 2024 | 249 | $659.0M |
| South Street Advisors LLC | 0001399706 | Nov 6, 2024 | 73 | $658.5M |
| Goldstein Advisors, LLC | 0001963807 | Oct 24, 2024 | 205 | $657.9M |
| GCM Grosvenor Holdings, LLC | 0001939480 | Nov 14, 2024 | 23 | $657.9M |
| Strid Group, LLC | 0001625800 | Oct 16, 2024 | 59 | $657.6M |
| Synergy Asset Management, LLC | 0001699080 | Oct 15, 2024 | 140 | $657.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0001599852 | Nov 14, 2024 | 152 | $657.4M |
| ERn Financial, LLC | 0001768302 | Oct 15, 2024 | 187 | $657.3M |
| Relyea Zuckerberg Hanson LLC | 0001793691 | Oct 17, 2024 | 246 | $657.2M |
| Planning Alternatives Ltd. | 0000712011 | Nov 12, 2024 | 58 | $657.0M |
| Robotti Robert | 0001105838 | Nov 14, 2024 | 61 | $657.0M |
| Jamison Private Wealth Management, Inc. | 0002006637 | Oct 15, 2024 | 500 | $656.9M |
| Redwood Capital Management, LLC | 0001316622 | Nov 14, 2024 | 15 | $656.6M |
| Advisors Preferred, LLC | 0001598841 | Oct 15, 2024 | 184 | $656.4M |
| Johnson Bixby & Associates, LLC | 0001844238 | Oct 10, 2024 | 113 | $656.2M |
| Monarch Alternative Capital LP | 0001281084 | Nov 14, 2024 | 7 | $654.5M |
| Revolve Wealth Partners, LLC | 0001808992 | Oct 18, 2024 | 191 | $654.5M |
| George Kaiser Family Foundation | 0001265376 | Nov 7, 2024 | 17 | $654.3M |
| Atlas Capital Advisors Inc. | 0001434165 | Nov 5, 2024 | 902 | $654.1M |
| Pilgrim Global Advisors LLC | 0001963918 | Nov 14, 2024 | 5 | $652.9M |
| Slow Capital, Inc. | 0001716984 | Oct 18, 2024 | 122 | $652.8M |
| One Wealth Advisors, LLC | 0001725297 | Oct 16, 2024 | 266 | $651.8M |
| Newtyn Management, LLC | 0001569241 | Nov 14, 2024 | 40 | $651.5M |
| Biglari Capital Corp. | 0001334429 | Nov 14, 2024 | 13 | $651.4M |
| Adventist Health System/ West | 0001802516 | Nov 13, 2024 | 7 | $650.2M |
| Ophir Asset Management Pty Ltd | 0001844640 | Nov 14, 2024 | 31 | $649.9M |
| McMorgan & Co. LLC | 0001162695 | Nov 13, 2024 | 58 | $649.3M |