| Nut Tree Capital Management, LP | 0001661655 | Nov 14, 2024 | 12 | $439.3M |
| Grace & Mercy Foundation, Inc. | 0001715783 | Nov 14, 2024 | 19 | $439.3M |
| Shorepoint Capital Partners LLC | 0001759476 | Nov 14, 2024 | 101 | $439.1M |
| Versant Capital Management, Inc | 0001735057 | Oct 7, 2024 | 2,011 | $438.6M |
| Cranbrook Wealth Management, LLC | 0001599084 | Oct 15, 2024 | 376 | $438.4M |
| Brant Point Investment Management LLC | 0001279030 | Nov 13, 2024 | 79 | $438.4M |
| Bluescape Energy Partners LLC | 0001629283 | Nov 14, 2024 | 5 | $438.0M |
| Retirement Income Solutions, Inc. | 0001730386 | Nov 8, 2024 | 146 | $437.7M |
| Cisco Systems, Inc. | 0000858877 | Oct 4, 2024 | 3 | $437.2M |
| Park Presidio Capital LLC | 0001596510 | Nov 14, 2024 | 11 | $437.1M |
| Kingfisher Capital LLC | 0001483170 | Nov 14, 2024 | 171 | $436.9M |
| Unique Wealth, LLC | 0001957124 | Oct 3, 2024 | 121 | $436.8M |
| High Falls Advisors, Inc | 0001569139 | Nov 15, 2024 | 120 | $436.8M |
| Glynn Capital Management LLC | 0000911270 | Nov 8, 2024 | 47 | $436.8M |
| LMG Wealth Partners, LLC | 0001965772 | Oct 23, 2024 | 123 | $436.7M |
| BlueCrest Capital Management Ltd | 0001610880 | Nov 14, 2024 | 57 | $436.7M |
| Ignite Planners, LLC | 0001849348 | Oct 7, 2024 | 306 | $436.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 0001132708 | Oct 30, 2024 | 142 | $436.4M |
| Ulysses Management LLC | 0001510912 | Nov 14, 2024 | 40 | $436.3M |
| Corrigan Financial, Inc. | 0001990951 | Oct 4, 2024 | 42 | $436.0M |
| Mycio Wealth Partners, LLC | 0001371726 | Oct 25, 2024 | 46 | $436.0M |
| Sherbrooke Park Advisers LLC | 0001965377 | Nov 14, 2024 | 874 | $436.0M |
| Overbrook Management Corp | 0001269786 | Nov 8, 2024 | 54 | $435.8M |
| BCM Advisors, LLC | 0001373017 | Nov 6, 2024 | 67 | $435.6M |
| Regent Peak Wealth Advisors LLC | 0001803329 | Oct 16, 2024 | 179 | $435.6M |
| Juniper Hill Capital Management LP | 0001803460 | Oct 28, 2024 | 6 | $435.6M |
| Fiduciary Financial Group, LLC | 0001925420 | Oct 10, 2024 | 258 | $435.5M |
| Legacy Trust | 0001772483 | Oct 29, 2024 | 159 | $435.4M |
| Sierra Summit Advisors LLC | 0002012614 | Nov 13, 2024 | 136 | $435.1M |
| GenWealth Group, Inc. | 0001713678 | Oct 11, 2024 | 73 | $435.0M |
| Elite Wealth Management, Inc. | 0001622757 | Nov 14, 2024 | 37 | $434.9M |
| Optas, LLC | 0001802961 | Oct 29, 2024 | 252 | $434.8M |
| PenderFund Capital Management Ltd. | 0001706164 | Nov 14, 2024 | 137 | $434.2M |
| Presilium Private Wealth, LLC | 0001939831 | Oct 3, 2024 | 76 | $434.2M |
| Northwest Quadrant Wealth Management, LLC | 0001697767 | Oct 4, 2024 | 65 | $433.8M |
| TCP Asset Management, LLC | 0001961898 | Oct 24, 2024 | 90 | $433.8M |
| Rhino Investment Partners, Inc | 0001828776 | Nov 12, 2024 | 34 | $433.7M |
| Harbour Capital Advisors, LLC | 0001682501 | Oct 16, 2024 | 276 | $433.4M |
| FLC Capital Advisors | 0001713697 | Oct 16, 2024 | 172 | $433.4M |
| Tucker Asset Management LLC | 0001870012 | Feb 3, 2025 | 1,483 | $433.0M |
| Nvidia Corp. | 0001045810 | Nov 14, 2024 | 6 | $432.9M |
| Boston Research & Management Inc. | 0001259261 | Sep 18, 2026 | 116 | $432.8M |
| Capco Asset Management, LLC | 0001698068 | Nov 12, 2024 | 18 | $432.7M |
| Harbor Group, Inc. | 0001840486 | Oct 9, 2024 | 89 | $432.5M |
| Cliffwater LLC | 0001659851 | Nov 13, 2024 | 23 | $432.4M |
| WESPAC Advisors SoCal, LLC | 0001668188 | Nov 6, 2024 | 95 | $432.4M |
| Polymer Capital Management (HK) LTD | 0001970465 | Nov 14, 2024 | 151 | $432.1M |
| Ancient Art, L.P. | 0001426749 | Nov 14, 2024 | 14 | $431.9M |
| Ipswich Investment Management Co., Inc. | 0001463753 | Nov 6, 2024 | 192 | $431.9M |
| Abacus FCF Advisors LLC | 0001604903 | Oct 8, 2024 | 145 | $431.2M |
| Diligent Investors, LLC | 0001549042 | Nov 1, 2024 | 352 | $431.0M |
| Richard P Slaughter Associates Inc | 0001811783 | Oct 7, 2024 | 146 | $430.8M |
| Tree Line Advisors (Hong Kong) Ltd. | 0001535096 | Nov 13, 2024 | 7 | $430.6M |
| Burke & Herbert Bank & Trust Co. | 0001101250 | Oct 23, 2024 | 229 | $430.0M |
| Mission Creek Capital Partners, Inc. | 0001801583 | Nov 14, 2024 | 223 | $429.8M |
| Panview Asian Equity Master Fund | 0001797217 | Nov 13, 2024 | 11 | $429.7M |
| Ashford Advisors, LLC | 0001861158 | Oct 28, 2024 | 15 | $429.6M |
| Dohj, LLC | 0001801881 | Oct 16, 2024 | 140 | $428.8M |
| Northwest Wealth Management, LLC | 0001695344 | Nov 4, 2024 | 166 | $428.8M |
| Miramar Capital, LLC | 0001767812 | Nov 6, 2024 | 57 | $428.3M |
| SignalPoint Asset Management, LLC | 0001566414 | Oct 7, 2024 | 268 | $428.3M |
| Sovereign Financial Group, Inc. | 0001846175 | Oct 8, 2024 | 282 | $427.8M |
| Round Rock Advisors LLC | 0001846991 | Nov 4, 2024 | 183 | $427.8M |
| Aljian Capital Management, LLC | 0001731260 | Nov 7, 2024 | 120 | $427.6M |
| Q3 Asset Management | 0001732543 | Nov 14, 2024 | 45 | $427.4M |
| Polunin Capital Partners Ltd | 0001629869 | Oct 24, 2024 | 26 | $427.4M |
| First Pacific Financial | 0001810089 | Oct 15, 2024 | 385 | $427.4M |
| Johnson & Johnson | 0000200406 | Nov 13, 2024 | 20 | $427.3M |
| Laffer Tengler Investments, Inc. | 0001307878 | Nov 4, 2024 | 172 | $426.8M |
| Financial Strategies Group, Inc. | 0001774343 | Oct 31, 2024 | 96 | $426.8M |
| RS Crum Inc. | 0001401459 | Nov 13, 2024 | 94 | $426.8M |
| Beacon Bank & Trust | 0001831984 | Oct 18, 2024 | 154 | $426.3M |
| Werba Rubin Papier Wealth Management | 0001971029 | Oct 18, 2024 | 193 | $426.3M |
| Elgethun Capital Management | 0001638022 | Nov 14, 2024 | 153 | $426.0M |
| Eldridge Investment Advisors, Inc. | 0001727993 | Nov 8, 2024 | 147 | $425.8M |
| Canal Insurance CO | 0001313473 | Oct 30, 2024 | 77 | $425.5M |
| Creekmur Asset Management LLC | 0002013091 | Oct 25, 2024 | 1,012 | $425.3M |
| CMH Wealth Management LLC | 0001657516 | Oct 15, 2024 | 53 | $425.1M |
| Stamos Capital Partners, L.P. | 0001705399 | Nov 13, 2024 | 127 | $424.9M |
| Martin & Co. Inc. | 0001008868 | Nov 5, 2024 | 106 | $424.9M |
| Compass Wealth Management LLC | 0001965653 | Oct 16, 2024 | 396 | $424.9M |
| Long Run Wealth Advisors, LLC | 0001903296 | Oct 30, 2024 | 104 | $424.8M |
| Safeguard Financial, LLC | 0001922498 | Oct 15, 2024 | 125 | $424.4M |
| RB Capital Management, LLC | 0001695582 | Nov 18, 2024 | 183 | $423.9M |
| Paradiem, LLC | 0001733356 | Oct 24, 2024 | 56 | $423.7M |
| Carderock Capital Management Inc. | 0001168889 | Oct 16, 2024 | 73 | $423.6M |
| Advisors Management Group Inc. | 0000842766 | Oct 31, 2024 | 153 | $423.3M |
| DAFNA Capital Management LLC | 0001389933 | Nov 14, 2024 | 84 | $423.3M |
| Benedict Financial Advisors Inc. | 0000711089 | Oct 24, 2024 | 126 | $423.3M |
| Kozak & Associates, Inc. | 0001764970 | Oct 17, 2024 | 399 | $423.1M |
| Dorsey Wright & Associates | 0001376772 | Nov 15, 2024 | 126 | $422.7M |
| Broadleaf Partners, LLC | 0001712686 | Nov 12, 2024 | 79 | $422.7M |
| Corsair Capital Management, L.P. | 0001276470 | Nov 13, 2024 | 118 | $422.4M |
| Pettinga Financial Advisors LLC | 0001694592 | Nov 7, 2024 | 115 | $422.3M |
| Decheng Capital LLC | 0002010850 | Nov 15, 2024 | 26 | $422.2M |
| Pacific Ridge Capital Partners, LLC | 0001591546 | Nov 13, 2024 | 137 | $422.0M |
| Symmetry Partners, LLC | 0001697493 | Oct 29, 2024 | 87 | $422.0M |
| Nepsis Inc. | 0001587643 | Oct 18, 2024 | 29 | $422.0M |
| Warwick Investment Management, Inc. | 0001931041 | Nov 4, 2024 | 95 | $421.9M |
| Cherry Tree Wealth Management, LLC | 0001985414 | Nov 12, 2024 | 613 | $421.8M |