| Proffitt & Goodson Inc. | 0001123812 | Nov 4, 2024 | 306 | $610.0M |
| Arcadia Investment Management Corp. | 0001016972 | Oct 29, 2024 | 254 | $608.2M |
| Market Street Wealth Management Advisors LLC | 0001767601 | Oct 16, 2024 | 93 | $608.2M |
| Buffington Mohr McNeal | 0001317829 | Oct 16, 2024 | 130 | $608.0M |
| Yelin Lapidot Holdings Management Ltd. | 0001590495 | Oct 15, 2024 | 91 | $607.3M |
| Matthews International Capital Management LLC | 0001028074 | Oct 15, 2024 | 42 | $607.2M |
| Ethos Financial Group, LLC | 0001954242 | Nov 7, 2024 | 307 | $606.4M |
| Strategic Point Investment Advisors, LLC | 0001295044 | Oct 15, 2024 | 34 | $606.2M |
| Symphony Financial, Ltd. Co. | 0001800687 | Oct 21, 2024 | 224 | $604.9M |
| Nalanda India Equity Fund Ltd | 0001622904 | Oct 28, 2024 | 2 | $604.4M |
| Tennessee Valley Asset Management Partners | 0001826790 | Nov 13, 2024 | 156 | $604.3M |
| BW Gestao de Investimentos Ltda. | 0001568280 | Nov 14, 2024 | 64 | $604.0M |
| Sanders Morris Harris LLC | 0001053994 | Oct 9, 2024 | 287 | $602.9M |
| Rollins Financial Advisors, LLC | 0001884018 | Nov 13, 2024 | 140 | $602.5M |
| Sycomore Asset Management | 0001728681 | Nov 6, 2024 | 70 | $602.5M |
| Belmont Capital, LLC | 0001793367 | Nov 7, 2024 | 168 | $601.8M |
| SkyView Investment Advisors, LLC | 0001848237 | Nov 21, 2024 | 306 | $601.5M |
| Red Door Wealth Management, LLC | 0001783599 | Oct 16, 2024 | 217 | $601.2M |
| Ironwood Investment Counsel, LLC | 0001330463 | Nov 14, 2024 | 256 | $600.6M |
| Family Manage LLC | 0001539947 | Nov 14, 2024 | 188 | $600.3M |
| Fort Baker Capital Management LP | 0001688382 | Nov 14, 2024 | 74 | $600.2M |
| Cardinal Point Capital Management ULC | 0001950841 | Oct 8, 2024 | 83 | $599.9M |
| Opaleye Management Inc. | 0001595855 | Nov 14, 2024 | 44 | $599.6M |
| Concord Wealth Partners | 0001814214 | Oct 24, 2024 | 956 | $599.4M |
| American Investment Services, Inc. | 0001369913 | Nov 14, 2024 | 157 | $598.7M |
| MSD Capital, L.P. | 0001105497 | Nov 14, 2024 | 4 | $598.3M |
| Gilman Hill Asset Management, LLC | 0001551969 | Oct 10, 2024 | 224 | $598.1M |
| Meridian Wealth Advisors, LLC | 0001768095 | Oct 24, 2024 | 176 | $598.0M |
| EFG Asset Management (North America) Corp. | 0001911412 | Nov 12, 2024 | 187 | $597.9M |
| EagleClaw Capital Managment, LLC | 0001607636 | Nov 8, 2024 | 138 | $597.8M |
| Harbor Advisors LLC | 0001687156 | Nov 14, 2024 | 188 | $597.5M |
| Mainstay Capital Management LLC | 0001127612 | Oct 23, 2024 | 111 | $597.4M |
| Texas Permanent School Fund Corp. | 0001223779 | Nov 14, 2024 | 5 | $597.1M |
| Endurance Services Ltd | 0002011025 | Nov 14, 2024 | 17 | $597.0M |
| Eagle Rock Investment Company, LLC | 0001911407 | Oct 7, 2024 | 155 | $596.7M |
| ADAR1 Capital Management, LLC | 0001940272 | Nov 14, 2024 | 258 | $596.5M |
| Praesidium Investment Management Company, LLC | 0001320769 | Nov 14, 2024 | 13 | $596.1M |
| Sugarloaf Wealth Management, LLC | 0001664864 | Oct 8, 2024 | 673 | $595.6M |
| Chescapmanager LLC | 0001697162 | Nov 14, 2024 | 27 | $595.4M |
| Legacy Financial Advisors, Inc. | 0001730810 | Nov 14, 2024 | 358 | $595.4M |
| Fagan Associates, Inc. | 0001607866 | Nov 12, 2024 | 129 | $595.2M |
| Callan Family Office, LLC | 0001938970 | Oct 8, 2024 | 189 | $595.1M |
| Pacific Capital Wealth Advisors, Inc. | 0001803523 | Oct 15, 2024 | 492 | $595.0M |
| Allen Operations LLC | 0001389544 | Nov 7, 2024 | 32 | $593.6M |
| Nelson Capital Management, LLC | 0001512611 | Nov 4, 2024 | 109 | $593.6M |
| 12th Street Asset Management Company, LLC | 0001633703 | Nov 12, 2024 | 30 | $593.0M |
| Glen Eagle Advisors, LLC | 0002029317 | Nov 15, 2024 | 1,161 | $592.6M |
| St. James Investment Company, LLC | 0001504492 | Nov 12, 2024 | 27 | $592.1M |
| Secure Asset Management, LLC | 0001800692 | Oct 16, 2024 | 300 | $591.9M |
| Flagship Pioneering, LLC | 0001400240 | Nov 14, 2024 | 6 | $591.9M |
| Semper Augustus Investments | 0001115373 | Nov 14, 2024 | 37 | $591.6M |
| Fractal Investments LLC | 0001843590 | Oct 30, 2024 | 83 | $591.6M |
| Platinum Equity Advisors, LLC | 0001803274 | Jan 6, 2026 | 3 | $591.4M |
| Two Seas Capital LP | 0001823138 | Nov 14, 2024 | 24 | $591.3M |
| Primavera Capital Management Ltd | 0001686305 | Nov 13, 2024 | 3 | $591.3M |
| Magnolia Group, LLC | 0001618376 | Nov 4, 2024 | 9 | $590.9M |
| Enclave Advisors LLC | 0001836110 | Nov 12, 2024 | 119 | $590.0M |
| FinTrust Capital Advisors, LLC | 0001622001 | Oct 11, 2024 | 1,375 | $589.5M |
| Radcliffe Capital Management, L.P. | 0001218275 | Nov 14, 2024 | 39 | $589.1M |
| Black Diamond Financial, LLC | 0001759236 | Nov 6, 2024 | 145 | $589.1M |
| Liberty Wealth Management LLC | 0001769302 | Nov 4, 2024 | 230 | $588.6M |
| Olstein Capital Management, L.P. | 0000947996 | Oct 31, 2024 | 98 | $587.7M |
| Allen Mooney & Barnes Investment Advisors LLC | 0002001461 | Oct 15, 2024 | 155 | $587.4M |
| High Probability Advisors, LLC | 0002039415 | Nov 12, 2024 | 57 | $587.2M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0000932724 | Nov 13, 2024 | 225 | $587.2M |
| Northwest Bancshares, Inc. | 0001471265 | Nov 8, 2024 | 183 | $587.1M |
| Montecito Bank & Trust | 0001422508 | Oct 31, 2024 | 280 | $587.0M |
| Glassman Wealth Services | 0001642160 | Nov 12, 2024 | 181 | $586.6M |
| Sloy Dahl & Holst, LLC | 0001690295 | Oct 17, 2024 | 103 | $585.9M |
| Portside Wealth Group, LLC | 0001978608 | Oct 31, 2024 | 382 | $585.2M |
| Cadinha & Co. LLC | 0000923469 | Oct 9, 2024 | 100 | $584.9M |
| JT Stratford LLC | 0001689013 | Nov 14, 2024 | 282 | $584.8M |
| Biltmore Family Office, LLC | 0001731123 | Nov 12, 2024 | 270 | $584.7M |
| JAT Capital Mgmt LP | 0001834438 | Nov 14, 2024 | 35 | $584.5M |
| Main Management Fund Advisors LLC | 0001862787 | Nov 15, 2024 | 5 | $583.2M |
| FCPM III Services B.V. | 0002013410 | Nov 14, 2024 | 7 | $582.3M |
| Edgehill Endowment Partners, LLC | 0001676623 | Nov 5, 2024 | 6 | $581.2M |
| Kelman-Lazarov, Inc. | 0001672067 | Nov 8, 2024 | 109 | $581.2M |
| Smithbridge Asset Management Inc. | 0001103245 | Oct 24, 2024 | 131 | $580.8M |
| Kahn Brothers Group Inc. | 0001039565 | Nov 13, 2024 | 53 | $580.6M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0001512022 | Nov 13, 2024 | 94 | $580.4M |
| B&D White Capital Company, LLC | 0001752523 | Nov 8, 2024 | 73 | $580.2M |
| CHICAGO TRUST Co NA | 0001601539 | Oct 10, 2024 | 378 | $580.0M |
| Schmidt P J Investment Management Inc. | 0001008895 | Oct 23, 2024 | 188 | $579.3M |
| Hudock, Inc. | 0001543536 | Oct 23, 2024 | 167 | $578.9M |
| Mirova | 0001767843 | Nov 13, 2024 | 120 | $578.7M |
| Capital Investment Counsel, LLC | 0002033609 | Nov 12, 2024 | 125 | $577.7M |
| Academy Capital Management | 0001031972 | Oct 17, 2024 | 32 | $577.4M |
| Engine Capital Management, LP | 0001665590 | Nov 14, 2024 | 38 | $577.0M |
| Klaas Financial Asset Advisors, LLC | 0001819279 | Oct 23, 2024 | 48 | $576.9M |
| Founders Capital Management, LLC | 0001585828 | Oct 15, 2024 | 77 | $576.6M |
| Wellington Shields Capital Management, LLC | 0001506071 | Nov 13, 2024 | 313 | $575.3M |
| Faithward Advisors, LLC | 0001695078 | Nov 14, 2024 | 280 | $574.8M |
| Goldstone Financial Group, LLC | 0002040021 | Oct 28, 2024 | 193 | $574.7M |
| Paradice Investment Management LLC | 0001620275 | Nov 7, 2024 | 25 | $574.7M |
| Insight Advisors, LLC/ PA | 0001844880 | Oct 15, 2024 | 293 | $574.3M |
| Northstar Group, Inc. | 0001631408 | Oct 9, 2024 | 157 | $574.1M |
| Columbia Asset Management | 0001585047 | Nov 12, 2024 | 179 | $573.8M |
| Essex Investment Management Co. LLC | 0000201772 | Oct 10, 2024 | 302 | $573.7M |
| AMS Capital Ltda | 0001717977 | Oct 22, 2024 | 17 | $573.6M |