| First Turn Management, LLC | 0001993440 | Aug 8, 2024 | 36 | $614.7M |
| Bison Wealth, LLC | 0001633172 | Jul 31, 2024 | 415 | $614.6M |
| Exchange Capital Management, Inc. | 0001317733 | Jul 23, 2024 | 193 | $613.9M |
| Solel Partners LP | 0001790604 | Aug 14, 2024 | 22 | $613.9M |
| Cornercap Investment Counsel Inc. | 0001062938 | Aug 8, 2024 | 602 | $613.8M |
| Lee Financial Co | 0001391166 | Aug 14, 2024 | 147 | $613.6M |
| Sphera Funds Management LTD. | 0001496201 | Aug 14, 2024 | 110 | $613.6M |
| 180 Wealth Advisors, LLC | 0001730817 | Jul 16, 2024 | 434 | $613.1M |
| Two Seas Capital LP | 0001823138 | Aug 14, 2024 | 19 | $612.8M |
| Divisadero Street Capital Management, LP | 0001901865 | Aug 12, 2024 | 59 | $611.9M |
| Carrhae Capital LLP | 0001555254 | Aug 9, 2024 | 19 | $611.2M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0001512022 | Aug 9, 2024 | 96 | $610.2M |
| Howard Financial Services, LTD. | 0001768130 | Jul 12, 2024 | 156 | $610.2M |
| Smartleaf Asset Management LLC | 0002010393 | Oct 8, 2024 | 2,741 | $610.2M |
| J.P. Marvel Investment Advisors, LLC | 0001426755 | Jul 26, 2024 | 73 | $609.7M |
| Total Wealth Planning, LLC | 0001762997 | Aug 2, 2024 | 89 | $609.5M |
| BSW Wealth Partners | 0001512601 | Jul 16, 2024 | 296 | $609.5M |
| Onyx Bridge Wealth Group LLC | 0001819476 | Jul 22, 2024 | 273 | $609.1M |
| Sanders Morris Harris LLC | 0001053994 | Jul 12, 2024 | 289 | $609.0M |
| Southern Farm Bureau Life Insurance | 0001831944 | Jul 22, 2024 | 17 | $608.6M |
| Mayflower Financial Advisors, LLC | 0001852930 | Aug 2, 2024 | 354 | $608.0M |
| K.J. Harrison & Partners Inc | 0001418359 | Jul 26, 2024 | 186 | $607.6M |
| Towercrest Capital Management | 0001633288 | Aug 6, 2024 | 107 | $607.6M |
| State of Wyoming | 0001821626 | Aug 14, 2024 | 1,641 | $607.5M |
| Bornite Capital Management LP | 0001800641 | Aug 14, 2024 | 39 | $607.3M |
| Revolve Wealth Partners, LLC | 0001808992 | Jul 19, 2024 | 176 | $606.5M |
| Brio Consultants, LLC | 0001747799 | Aug 5, 2024 | 96 | $606.5M |
| Coppell Advisory Solutions LLC | 0001848433 | Aug 15, 2024 | 1,798 | $606.4M |
| CPC Advisors, LLC | 0001805250 | Aug 2, 2024 | 184 | $606.2M |
| Octagon Capital Advisors LP | 0001839435 | Aug 14, 2024 | 44 | $606.1M |
| Toews Corp. | 0000932000 | Jul 19, 2024 | 17 | $605.6M |
| Strid Group, LLC | 0001625800 | Jul 17, 2024 | 58 | $604.7M |
| Blue Edge Capital, LLC | 0001599620 | Aug 7, 2024 | 110 | $604.3M |
| Disciplina Capital Management LLC | 0001993404 | Aug 5, 2024 | 57 | $603.7M |
| Abacus Wealth Partners, LLC | 0001978011 | Jul 11, 2024 | 83 | $603.3M |
| ERn Financial, LLC | 0001768302 | Jul 18, 2024 | 177 | $602.8M |
| HBW Advisory Services LLC | 0001790525 | Jul 5, 2024 | 333 | $602.6M |
| Technology Crossover Management XI, Ltd. | 0001977402 | Aug 12, 2024 | 3 | $602.3M |
| Brandywine Trust Co. | 0001123803 | Aug 14, 2024 | 31 | $602.2M |
| New England Asset Management Inc. | 0001004244 | Aug 8, 2024 | 117 | $602.1M |
| Jamison Private Wealth Management, Inc. | 0002006637 | Jul 11, 2024 | 469 | $601.8M |
| Granger Management LLC | 0001842881 | Aug 13, 2024 | 23 | $600.0M |
| King Wealth Management Group | 0001568235 | Aug 8, 2024 | 144 | $599.8M |
| Graham Holdings Co Master Retirement Trust | 0001912699 | Aug 14, 2024 | 2 | $598.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0001748861 | Jul 24, 2024 | 424 | $598.9M |
| Elser Financial Planning, Inc | 0002028202 | Jul 23, 2024 | 98 | $598.6M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0000932724 | Aug 13, 2024 | 262 | $598.5M |
| Goldstein Advisors, LLC | 0001963807 | Jul 24, 2024 | 185 | $598.0M |
| Greylin Investment Management, Inc | 0001158583 | Jul 19, 2024 | 82 | $597.9M |
| Roble, Belko & Company, Inc | 0001642305 | Aug 8, 2024 | 378 | $597.3M |
| Johnson Bixby & Associates, LLC | 0001844238 | Jul 19, 2024 | 111 | $597.0M |
| Hanson & Doremus Investment Management | 0001393944 | Aug 8, 2024 | 454 | $597.0M |
| Corsair Capital Management, L.P. | 0001276470 | Aug 13, 2024 | 102 | $596.8M |
| Relyea Zuckerberg Hanson LLC | 0001793691 | Oct 31, 2024 | 235 | $596.2M |
| Kahn Brothers Group Inc. | 0001039565 | Aug 14, 2024 | 52 | $595.0M |
| Hunter Associates Investment Management LLC | 0001380137 | Aug 1, 2024 | 252 | $594.9M |
| Nextech Invest Ltd. | 0001911010 | Aug 14, 2024 | 13 | $594.5M |
| Sendero Wealth Management, LLC | 0001639375 | Jul 12, 2024 | 155 | $594.3M |
| BlueSky Wealth Advisors, LLC | 0001704107 | Jul 17, 2024 | 76 | $594.2M |
| Cardinal Capital Management | 0001434845 | Jul 12, 2024 | 134 | $593.7M |
| Almanack Investment Partners, LLC. | 0001680613 | Oct 23, 2024 | 178 | $593.4M |
| Somerville Kurt F | 0001215208 | Aug 12, 2024 | 98 | $593.3M |
| Sarissa Capital Management LP | 0001577524 | Aug 14, 2024 | 10 | $592.4M |
| Iron Gate Global Advisors LLC | 0001131181 | Aug 14, 2024 | 88 | $592.4M |
| Sompo Asset Management Co., Ltd. | 0001533504 | Aug 13, 2024 | 193 | $591.8M |
| SG Capital Management LLC | 0001510099 | Feb 21, 2025 | 63 | $591.2M |
| Gateway Advisory, LLC | 0001512404 | Aug 14, 2024 | 140 | $588.8M |
| Marquette Asset Management, LLC | 0001395067 | Aug 14, 2024 | 193 | $588.4M |
| Northwest Bancshares, Inc. | 0001471265 | Aug 8, 2024 | 182 | $587.1M |
| ThornTree Capital Partners LP | 0001688511 | Aug 14, 2024 | 21 | $586.9M |
| Premier Path Wealth Partners, LLC | 0001999925 | Jul 24, 2024 | 367 | $586.8M |
| Polunin Capital Partners Ltd | 0001629869 | Jul 24, 2024 | 27 | $586.7M |
| Canal Capital Management, LLC | 0001666733 | Jul 30, 2024 | 147 | $585.7M |
| Arcadia Investment Management Corp. | 0001016972 | Aug 5, 2024 | 306 | $585.5M |
| Capital Planning Advisors, LLC | 0001631941 | Aug 12, 2024 | 136 | $584.4M |
| Engaged Capital LLC | 0001559771 | Aug 14, 2024 | 12 | $583.9M |
| Virtue Capital Management, LLC | 0001729985 | Aug 13, 2024 | 373 | $583.8M |
| Al Mehwar Commercial Investments LLC | 0001801297 | Aug 13, 2024 | 1 | $583.2M |
| Third Avenue Management LLC | 0001099281 | Aug 13, 2024 | 59 | $583.0M |
| Market Street Wealth Management Advisors LLC | 0001767601 | Jul 29, 2024 | 91 | $583.0M |
| Rollins Financial Advisors, LLC | 0001884018 | Aug 14, 2024 | 124 | $582.3M |
| Dudley & Shanley, Inc. | 0000883511 | Jul 9, 2024 | 36 | $581.9M |
| Northside Capital Management, LLC | 0001631052 | Jul 10, 2024 | 114 | $581.7M |
| Live Oak Private Wealth LLC | 0001799877 | Jul 17, 2024 | 175 | $581.5M |
| Shannon River Fund Management LLC | 0001301050 | Aug 13, 2024 | 21 | $581.4M |
| Cohen Capital Management, Inc. | 0001508120 | Aug 6, 2024 | 142 | $580.6M |
| Gratus Wealth Advisors, LLC | 0002022161 | Jul 22, 2024 | 132 | $580.0M |
| Advisors Preferred, LLC | 0001598841 | Jul 30, 2024 | 154 | $577.9M |
| EFG Asset Management (North America) Corp. | 0001911412 | Jul 25, 2024 | 194 | $577.1M |
| Cardinal Point Capital Management ULC | 0001950841 | Jul 12, 2024 | 73 | $574.8M |
| Fractal Investments LLC | 0001843590 | Jul 30, 2024 | 82 | $574.6M |
| AdvisorShares Investments LLC | 0001425930 | Aug 7, 2024 | 273 | $574.3M |
| Sirios Capital Management L P | 0001104883 | Aug 14, 2024 | 61 | $574.3M |
| New England Private Wealth Advisors LLC | 0001582813 | Aug 8, 2024 | 137 | $573.2M |
| Chatham Capital Group, Inc. | 0001108969 | Jul 15, 2024 | 191 | $572.9M |
| Culbertson A N & Co. Inc. | 0001224890 | Jul 30, 2024 | 121 | $572.6M |
| St. James Investment Company, LLC | 0001504492 | Jul 23, 2024 | 25 | $571.6M |
| Fagan Associates, Inc. | 0001607866 | Aug 9, 2024 | 117 | $571.6M |
| Laurel Wealth Advisors LLC | 0001757128 | Jul 31, 2024 | 650 | $571.5M |
| McKinley Capital Management LLC | 0000915287 | Aug 12, 2024 | 115 | $571.4M |