| Nishkama Capital, LLC | 0001633799 | Nov 14, 2024 | 75 | $648.5M |
| Colonial Trust Co / SC | 0001954093 | Nov 12, 2024 | 1,104 | $648.4M |
| Foundation Resource Management Inc. | 0001179232 | Oct 10, 2024 | 52 | $646.9M |
| Zevin Asset Management LLC | 0001394096 | Nov 7, 2024 | 82 | $646.6M |
| Hunter Associates Investment Management LLC | 0001380137 | Oct 24, 2024 | 257 | $645.7M |
| Affinity Asset Advisors, LLC | 0001773195 | Nov 13, 2024 | 77 | $644.5M |
| BlueSky Wealth Advisors, LLC | 0001704107 | Oct 11, 2024 | 75 | $643.8M |
| Stockman Wealth Management, Inc. | 0001389400 | Nov 4, 2024 | 182 | $643.4M |
| USA Financial Formulas | 0001633716 | Oct 8, 2024 | 256 | $643.1M |
| Meridian Wealth Partners, LLC | 0001781942 | Nov 8, 2024 | 108 | $643.0M |
| Cardinal Capital Management | 0001434845 | Oct 16, 2024 | 130 | $642.8M |
| New England Asset Management Inc. | 0001004244 | Nov 7, 2024 | 120 | $642.3M |
| Blue Edge Capital, LLC | 0001599620 | Nov 14, 2024 | 111 | $641.9M |
| King Wealth Management Group | 0001568235 | Nov 6, 2024 | 151 | $641.7M |
| Fund 1 Investments, LLC | 0001959730 | Nov 14, 2024 | 58 | $641.1M |
| Total Wealth Planning, LLC | 0001762997 | Oct 10, 2024 | 90 | $640.8M |
| Ascentis Independent Advisors | 0001845003 | Oct 25, 2024 | 918 | $640.5M |
| Titan Global Capital Management USA LLC | 0001845930 | Nov 13, 2024 | 62 | $640.2M |
| Consolidated Press International Holdings Ltd. | 0001260786 | Nov 14, 2024 | 14 | $640.1M |
| Northside Capital Management, LLC | 0001631052 | Oct 18, 2024 | 122 | $640.0M |
| Dudley & Shanley, Inc. | 0000883511 | Dec 23, 2024 | 36 | $639.7M |
| Quadcap Wealth Management, LLC | 0002009674 | Nov 12, 2024 | 374 | $639.2M |
| Quantum Financial Advisors, LLC | 0001929139 | Oct 4, 2024 | 189 | $638.9M |
| Governors Lane LP | 0001644187 | Nov 14, 2024 | 36 | $638.1M |
| Sompo Asset Management Co., Ltd. | 0001533504 | Nov 12, 2024 | 192 | $638.0M |
| Pale Fire Capital SE | 0001922318 | Nov 12, 2024 | 54 | $637.7M |
| Almanack Investment Partners, LLC. | 0001680613 | Oct 31, 2024 | 180 | $636.5M |
| Southern Farm Bureau Life Insurance | 0001831944 | Oct 18, 2024 | 15 | $636.4M |
| Artemis Wealth Advisors, LLC | 0001767435 | Oct 31, 2024 | 32 | $635.7M |
| 180 Wealth Advisors, LLC | 0001730817 | Nov 1, 2024 | 445 | $635.3M |
| Roble, Belko & Company, Inc | 0001642305 | Oct 15, 2024 | 401 | $634.5M |
| Premier Path Wealth Partners, LLC | 0001999925 | Oct 15, 2024 | 364 | $634.3M |
| Sendero Wealth Management, LLC | 0001639375 | Oct 9, 2024 | 156 | $634.3M |
| Soundwatch Capital LLC | 0001803253 | Nov 8, 2024 | 34 | $634.2M |
| Rbo & Co. LLC | 0001162827 | Nov 13, 2024 | 53 | $634.1M |
| Twin Focus Capital Partners, LLC | 0001387761 | Nov 14, 2024 | 150 | $634.0M |
| Joho Capital LLC | 0001106500 | Nov 14, 2024 | 12 | $633.1M |
| Kavar Capital Partners Group, LLC | 0001841766 | Oct 24, 2024 | 180 | $632.2M |
| TFC Financial Management, Inc. | 0001827844 | Oct 25, 2024 | 1,004 | $632.2M |
| Versor Investments LP | 0001650301 | Nov 4, 2024 | 743 | $631.8M |
| First Turn Management, LLC | 0001993440 | Nov 7, 2024 | 38 | $631.6M |
| Quadratic Capital Management LLC | 0001697722 | Oct 10, 2024 | 2 | $631.4M |
| Marquette Asset Management, LLC | 0001395067 | Oct 8, 2024 | 230 | $630.7M |
| Howard Hughes Medical Institute | 0000810386 | Nov 14, 2024 | 2 | $630.4M |
| Deer Management Co. LLC | 0001494127 | Nov 14, 2024 | 11 | $630.0M |
| Hanson & Doremus Investment Management | 0001393944 | Oct 17, 2024 | 422 | $629.5M |
| Brio Consultants, LLC | 0001747799 | Oct 18, 2024 | 106 | $628.5M |
| Exchange Capital Management, Inc. | 0001317733 | Nov 1, 2024 | 194 | $628.0M |
| Bison Wealth, LLC | 0001633172 | Nov 5, 2024 | 413 | $627.5M |
| First National Advisers, LLC | 0001941030 | Oct 15, 2024 | 215 | $627.1M |
| Madrone Advisors, LLC | 0001964563 | Nov 14, 2024 | 6 | $626.2M |
| Jmac Enterprises LLC | 0001907294 | Oct 31, 2024 | 180 | $626.1M |
| Canal Capital Management, LLC | 0001666733 | Oct 23, 2024 | 155 | $626.1M |
| Formidable Asset Management, LLC | 0001592613 | Nov 12, 2024 | 368 | $626.0M |
| Legacy Edge Advisors, LLC | 0002105396 | Aug 17, 2026 | 183 | $626.0M |
| Alpine Bank Wealth Management | 0001974910 | Nov 12, 2024 | 427 | $625.9M |
| Aprio Wealth Management, LLC | 0001803519 | Oct 8, 2024 | 290 | $625.3M |
| Root Financial Partners, LLC | 0001977181 | Nov 1, 2024 | 152 | $625.1M |
| ORG Partners LLC | 0001979372 | Oct 11, 2024 | 1,202 | $624.9M |
| Octagon Capital Advisors LP | 0001839435 | Nov 14, 2024 | 41 | $624.7M |
| Disciplina Capital Management LLC | 0001993404 | Nov 4, 2024 | 72 | $624.4M |
| Lake Street Private Wealth, LLC | 0001772031 | Oct 22, 2024 | 259 | $623.9M |
| North Point Portfolio Managers Corp. | 0001105344 | Oct 24, 2024 | 93 | $623.7M |
| Laurel Wealth Advisors LLC | 0001757128 | Nov 5, 2024 | 698 | $622.4M |
| Evermay Wealth Management LLC | 0001066816 | Oct 25, 2024 | 588 | $622.2M |
| Somerville Kurt F | 0001215208 | Nov 12, 2024 | 96 | $621.3M |
| Boussard & Gavaudan Investment Management LLP | 0001614986 | Nov 14, 2024 | 70 | $621.2M |
| Culbertson A N & Co. Inc. | 0001224890 | Oct 16, 2024 | 126 | $621.1M |
| Towercrest Capital Management | 0001633288 | Nov 12, 2024 | 101 | $620.5M |
| Gateway Advisory, LLC | 0001512404 | Nov 14, 2024 | 131 | $620.2M |
| DLD Asset Management, LP | 0001578299 | Nov 13, 2024 | 36 | $619.9M |
| New England Private Wealth Advisors LLC | 0001582813 | Nov 7, 2024 | 146 | $619.8M |
| Manchester Global Management (UK) Ltd | 0001965104 | Nov 14, 2024 | 20 | $619.8M |
| Occidental Asset Management, LLC | 0001770994 | Oct 15, 2024 | 215 | $619.7M |
| Riverstone Holdings LLC | 0001247497 | Nov 13, 2024 | 7 | $619.1M |
| Scarborough Advisors, LLC | 0001815355 | Oct 31, 2024 | 89 | $618.7M |
| Parker Investment Management, LLC | 0001672070 | Nov 14, 2024 | 30 | $618.4M |
| Front Street Capital Management, Inc. | 0001683182 | Nov 13, 2024 | 67 | $618.1M |
| Maltese Capital Management LLC | 0001040762 | Nov 14, 2024 | 101 | $618.0M |
| De Lisle Partners LLP | 0002011184 | Nov 14, 2024 | 195 | $616.9M |
| Engaged Capital LLC | 0001559771 | Nov 14, 2024 | 9 | $616.5M |
| Cohen Capital Management, Inc. | 0001508120 | Oct 30, 2024 | 153 | $616.5M |
| Live Oak Private Wealth LLC | 0001799877 | Oct 22, 2024 | 180 | $616.4M |
| CVA Family Office, LLC | 0001802084 | Oct 10, 2024 | 1,266 | $616.1M |
| Kite Lake Capital Management (UK) LLP | 0001687444 | Nov 14, 2024 | 21 | $616.0M |
| University of Texas/Texas Am Investment Management Co. | 0001019231 | Nov 13, 2024 | 162 | $615.5M |
| Viking Fund Management LLC | 0001169069 | Oct 11, 2024 | 131 | $615.5M |
| UNC Management Company, Inc. | 0001911286 | Nov 14, 2024 | 2 | $615.4M |
| Intrua Financial, LLC | 0001812792 | May 28, 2025 | 378 | $615.3M |
| 49 Wealth Management, LLC | 0002022291 | Nov 12, 2024 | 179 | $614.1M |
| J.P. Marvel Investment Advisors, LLC | 0001426755 | Oct 31, 2024 | 75 | $612.9M |
| Prime Capital Management Co Ltd | 0001448793 | Nov 14, 2024 | 4 | $612.7M |
| Gratus Wealth Advisors, LLC | 0002022161 | Oct 8, 2024 | 133 | $612.1M |
| Chatham Capital Group, Inc. | 0001108969 | Oct 16, 2024 | 195 | $611.7M |
| Third Avenue Management LLC | 0001099281 | Nov 14, 2024 | 59 | $611.6M |
| Calydon Capital | 0001759271 | Nov 13, 2024 | 237 | $611.6M |
| Sphera Funds Management LTD. | 0001496201 | Nov 14, 2024 | 108 | $611.2M |
| Claret Asset Management Corp | 0001735513 | Nov 14, 2024 | 335 | $610.7M |
| Arkansas Financial Group, Inc. | 0000764611 | Oct 4, 2024 | 78 | $610.4M |
| Tarbox Family Office, Inc. | 0001599603 | Oct 23, 2024 | 109 | $610.2M |