| Jacobson & Schmitt Advisors, LLC | 0001632096 | Oct 28, 2024 | 74 | $487.4M |
| Resolute Advisors LLC | 0001800217 | Nov 1, 2024 | 65 | $487.4M |
| Arlington Financial Advisors, LLC | 0001716539 | Nov 1, 2024 | 71 | $486.9M |
| Iowa State Bank | 0001546967 | Oct 9, 2024 | 110 | $486.4M |
| RV Capital AG | 0001766596 | Nov 12, 2024 | 11 | $484.9M |
| Scopia Capital Management LP | 0001279150 | Nov 14, 2024 | 34 | $484.6M |
| Greenup Street Wealth Management LLC | 0001909904 | Oct 16, 2024 | 84 | $484.5M |
| Atlas Venture Advisors, Inc. | 0001767432 | Oct 31, 2024 | 5 | $484.4M |
| Stone House Investment Management, LLC | 0001696497 | Nov 13, 2024 | 380 | $484.2M |
| San Luis Wealth Advisors LLC | 0001844709 | Oct 9, 2024 | 143 | $484.2M |
| Patton Fund Management, Inc. | 0001689232 | Oct 16, 2024 | 76 | $484.1M |
| 5AM Venture Management, LLC | 0001799883 | Nov 14, 2024 | 28 | $484.0M |
| Cypress Wealth Services, LLC | 0001721527 | Oct 9, 2024 | 282 | $483.7M |
| Bain Capital Credit, LP | 0001317947 | Nov 14, 2024 | 8 | $483.7M |
| Abundance Wealth Counselors | 0001767080 | Oct 17, 2024 | 137 | $483.1M |
| WPWealth LLP | 0001950118 | Nov 13, 2024 | 88 | $482.4M |
| Prestige Wealth Management Group LLC | 0001772715 | Feb 20, 2026 | 1,030 | $482.3M |
| Alibaba Group Holding Ltd | 0001577552 | Nov 14, 2024 | 4 | $481.5M |
| McGlone Suttner Wealth Management, Inc. | 0001964819 | Oct 10, 2024 | 168 | $480.9M |
| Renaissance Investment Group LLC | 0001509508 | Oct 10, 2024 | 85 | $480.5M |
| SFE Investment Counsel | 0001317784 | Oct 25, 2024 | 116 | $480.1M |
| Callodine Capital Management, LP | 0001741675 | Nov 13, 2024 | 43 | $479.6M |
| Jackson Hole Capital Partners, LLC | 0001767049 | Oct 30, 2024 | 269 | $479.5M |
| Cornerstone Management, Inc. | 0001587867 | Oct 9, 2024 | 53 | $479.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0001632105 | Nov 4, 2024 | 269 | $479.2M |
| ThornTree Capital Partners LP | 0001688511 | Nov 14, 2024 | 17 | $479.1M |
| PBMares Wealth Management LLC | 0001801682 | Oct 25, 2024 | 199 | $478.8M |
| Requisite Capital Management, LLC | 0001730573 | Oct 10, 2024 | 76 | $478.5M |
| Financial Management Network Inc. | 0001844831 | Oct 23, 2024 | 172 | $478.1M |
| Trifecta Capital Advisors, LLC | 0001962615 | Oct 16, 2024 | 410 | $477.8M |
| Centerbridge Partners, L.P. | 0001484836 | Nov 14, 2024 | 9 | $477.5M |
| Icon Advisers Inc. | 0001058470 | Nov 13, 2024 | 157 | $477.4M |
| Hall Kathryn A. | 0001512944 | Nov 14, 2024 | 48 | $477.0M |
| Twele Capital Management, Inc. | 0001411268 | Oct 8, 2024 | 40 | $476.4M |
| Obsidian Cio, LLC | 0001843581 | Nov 4, 2024 | 148 | $476.4M |
| Wealth Alliance Advisory Group, LLC | 0001735734 | Oct 18, 2024 | 193 | $476.1M |
| Ironwood Financial, llc | 0001630360 | Oct 16, 2024 | 151 | $475.9M |
| Studio Investment Management LLC | 0001893893 | Nov 12, 2024 | 293 | $475.8M |
| Heron Bay Capital Management | 0001842149 | Nov 8, 2024 | 106 | $475.4M |
| Citizens National Bank Trust Department | 0001806425 | Oct 29, 2024 | 344 | $475.3M |
| Talon Private Wealth, LLC | 0001990467 | Apr 1, 2025 | 297 | $475.3M |
| Call To Action Foundation | 0001981942 | Nov 1, 2024 | 1 | $475.0M |
| Valor Management LLC | 0001846237 | Nov 12, 2024 | 4 | $474.6M |
| VY Capital Management Co. Ltd. | 0001628622 | Oct 10, 2024 | 1 | $474.4M |
| Lafayette Investments, Inc. | 0001308377 | Feb 13, 2025 | 146 | $474.3M |
| Lynch & Associates | 0001108965 | Oct 15, 2024 | 120 | $473.0M |
| Oldfield Partners LLP | 0001492815 | Oct 21, 2024 | 30 | $473.0M |
| First Personal Financial Services | 0001633869 | Nov 1, 2024 | 570 | $472.9M |
| Lincoln Capital LLC | 0001633862 | Nov 1, 2024 | 112 | $472.8M |
| Trust Co of the South | 0002008165 | Oct 2, 2024 | 128 | $472.3M |
| Susquehanna International Group Ltd. | 0001765924 | Nov 14, 2024 | 108 | $472.2M |
| Rit Capital Partners PLC | 0000939334 | Nov 12, 2024 | 13 | $472.1M |
| Marietta Investment Partners LLC | 0001114702 | Nov 12, 2024 | 162 | $471.2M |
| Symmetry Investments LP | 0001691919 | May 7, 2025 | 91 | $471.0M |
| Bender Robert & Associates | 0000894300 | Oct 30, 2024 | 39 | $470.9M |
| Convergence Financial, LLC | 0002034001 | Oct 23, 2024 | 156 | $470.7M |
| GFS Advisors, LLC | 0001427263 | Oct 29, 2024 | 111 | $470.4M |
| Pasadena Private Wealth, LLC | 0001760578 | Nov 8, 2024 | 149 | $469.8M |
| Westside Investment Management, Inc. | 0001538383 | Nov 20, 2024 | 991 | $469.6M |
| Waypoint Capital Advisors, LLC | 0001905662 | Oct 18, 2024 | 127 | $469.6M |
| New York Life Insurance Co. | 0000071633 | Nov 6, 2024 | 4 | $469.5M |
| Wooster Corthell Wealth Management, Inc. | 0001566968 | Oct 21, 2024 | 52 | $468.9M |
| Advisory Resource Group | 0001764968 | Nov 20, 2024 | 158 | $468.3M |
| Great Point Wealth Advisors, LLC | 0001760304 | Oct 18, 2024 | 61 | $468.1M |
| IFG Advisors, LLC | 0001783412 | Oct 18, 2024 | 139 | $467.9M |
| Contravisory Investment Management, Inc. | 0001365707 | Oct 9, 2024 | 343 | $467.6M |
| Philadelphia Financial Management of San Francisco, LLC | 0001351407 | Nov 14, 2024 | 45 | $467.5M |
| Curbstone Financial Management Corp | 0001608057 | Oct 3, 2024 | 196 | $467.5M |
| Brass Tax Wealth Management, Inc. | 0002002603 | Apr 29, 2025 | 200 | $467.1M |
| Iridian Asset Management LLC | 0001033427 | Oct 25, 2024 | 53 | $467.1M |
| Gould Asset Management LLC | 0001091961 | Nov 12, 2024 | 164 | $466.8M |
| New Hampshire Trust | 0001961742 | Oct 17, 2024 | 177 | $466.8M |
| MinichMacGregor Wealth Management, LLC | 0001744318 | Oct 30, 2024 | 117 | $466.5M |
| Burton Enright Welch | 0002105919 | Mar 9, 2026 | 93 | $466.2M |
| Adams Wealth Management | 0001803084 | Oct 28, 2024 | 110 | $466.0M |
| CacheTech Inc. | 0002013390 | Oct 28, 2024 | 110 | $466.0M |
| Pinpoint Asset Management Ltd | 0001803237 | Nov 14, 2024 | 83 | $466.0M |
| Rainey & Randall Wealth Advisors Inc. | 0001728355 | Oct 22, 2024 | 49 | $465.7M |
| Clark Asset Management, LLC | 0002062026 | Apr 28, 2025 | 122 | $465.6M |
| Independence Bank of Kentucky | 0001730479 | Oct 9, 2024 | 586 | $465.1M |
| Hohimer Wealth Management, LLC | 0001802533 | Nov 19, 2024 | 227 | $464.9M |
| River Global Investors LLP | 0001486180 | Nov 4, 2024 | 137 | $464.4M |
| Centre Asset Management, LLC | 0001532472 | Oct 15, 2024 | 58 | $464.1M |
| Global Wealth Management Investment Advisory, Inc. | 0001767855 | Oct 30, 2024 | 135 | $463.4M |
| Morse Asset Management, Inc | 0001705711 | Nov 20, 2024 | 343 | $463.3M |
| Kentucky Farm Bureau Mutual Insurance Co | 0002131132 | May 15, 2026 | 73 | $463.3M |
| Lecap Asset Management Ltd. | 0001990849 | Oct 22, 2024 | 297 | $463.1M |
| Cyrus Capital Partners, L.P. | 0001166564 | Nov 14, 2024 | 6 | $463.0M |
| Beryl Capital Management LLC | 0001719307 | Nov 14, 2024 | 30 | $463.0M |
| Vantage Wealth | 0001569174 | Oct 8, 2024 | 33 | $462.3M |
| Diameter Capital Partners LP | 0001727012 | Nov 14, 2024 | 21 | $462.0M |
| Aster Capital Management (DIFC) Ltd | 0002040915 | Nov 13, 2024 | 1,075 | $461.9M |
| Sweet Financial Partners, LLC | 0001908936 | Oct 16, 2024 | 198 | $461.8M |
| Greenfield FTC, Inc. | 0001842727 | Oct 3, 2024 | 3 | $461.2M |
| Manchester Financial Inc. | 0000866590 | Oct 24, 2024 | 110 | $461.1M |
| Herold Advisors, Inc. | 0001891713 | Nov 14, 2024 | 272 | $460.5M |
| RPTC Inc. | 0001714450 | Nov 14, 2024 | 6 | $460.2M |
| KFG Wealth Management, LLC | 0001919344 | Oct 15, 2024 | 181 | $460.0M |
| United Capital Management of KS, Inc. | 0001753219 | Nov 4, 2024 | 83 | $459.8M |
| IMA Advisory Services, Inc. | 0001455495 | Nov 14, 2024 | 260 | $459.4M |