| Benin Management CORP | 0001352871 | Jul 23, 2024 | 118 | $329.2M |
| Francis Financial, Inc. | 0001727514 | Jul 12, 2024 | 78 | $329.2M |
| Covenant Partners, LLC | 0001302739 | Aug 5, 2024 | 178 | $329.0M |
| Agilis Partners LLC | 0001633903 | Aug 7, 2024 | 25 | $328.6M |
| Home Federal Bank of Tennessee | 0001665446 | Jul 17, 2024 | 77 | $328.6M |
| Sollinda Capital Management LLC | 0002012034 | Jul 31, 2024 | 63 | $328.3M |
| MYDA Advisors LLC | 0001589689 | Aug 13, 2024 | 91 | $328.2M |
| Landaas & Co. /Wi | 0000913990 | Aug 13, 2024 | 83 | $328.2M |
| Advus Financial Partners, LLC | 0002150676 | Aug 25, 2026 | 203 | $328.1M |
| Cutter Capital Management, LP | 0001983313 | Aug 14, 2024 | 26 | $328.1M |
| Radnor Capital Management, LLC | 0001696867 | Jul 12, 2024 | 163 | $328.0M |
| WR Wealth Planners, LLC | 0002031978 | Jul 31, 2024 | 1,145 | $327.8M |
| 3Chopt Investment Partners, LLC | 0001978521 | Aug 22, 2024 | 183 | $327.6M |
| High Note Wealth, LLC | 0001807283 | Aug 2, 2024 | 95 | $327.3M |
| Park Edge Advisors, LLC | 0001965659 | Jul 26, 2024 | 134 | $327.2M |
| Gray Foundation | 0002011602 | Aug 6, 2024 | 12 | $327.0M |
| First Wilshire Securities Management Inc. | 0000732847 | Aug 14, 2024 | 80 | $326.9M |
| Ratan Capital Management LP | 0001566887 | Aug 14, 2024 | 35 | $326.9M |
| Second Line Capital, LLC | 0001992879 | Aug 16, 2024 | 115 | $326.9M |
| Susquehanna Foundation | 0001728195 | Aug 15, 2024 | 4 | $326.8M |
| BigSur Wealth Management LLC | 0001659171 | Jul 22, 2024 | 153 | $326.6M |
| Apeiron RIA LLC | 0001801846 | Jul 16, 2024 | 205 | $326.5M |
| JSF Financial, LLC | 0001802224 | Aug 14, 2024 | 110 | $326.4M |
| Decheng Capital LLC | 0002010850 | Aug 14, 2024 | 24 | $326.3M |
| M. Kraus & Co | 0001593688 | Jul 10, 2024 | 80 | $326.2M |
| New Capital Management LP | 0001696731 | Jul 11, 2024 | 54 | $325.9M |
| Ararat Capital Management LP | 0001768757 | Aug 14, 2024 | 21 | $325.9M |
| Vectors Research Management, LLC | 0001750557 | Aug 9, 2024 | 127 | $325.7M |
| DeDora Capital, Inc. | 0001717658 | Jul 17, 2024 | 108 | $325.5M |
| Madrona Financial Services, LLC | 0001578370 | Jul 19, 2024 | 100 | $325.5M |
| Supplemental Annuity Collective Trust of NJ | 0001483065 | Aug 6, 2024 | 213 | $325.3M |
| Tradewinds, LLC. | 0001932342 | Aug 14, 2024 | 210 | $325.3M |
| Source Financial Advisors LLC | 0001830954 | Jul 17, 2024 | 114 | $325.2M |
| Cavalier Investments, LLC | 0001655543 | Aug 2, 2024 | 79 | $324.9M |
| Ballast, Inc. | 0001730477 | Jul 15, 2024 | 120 | $324.9M |
| Davidson Capital Management Inc. | 0001808748 | Aug 12, 2024 | 82 | $324.4M |
| Cim Investment Management Inc. | 0001179791 | Aug 15, 2024 | 255 | $324.3M |
| Anchorage Capital Group, L.L.C. | 0001300714 | Aug 14, 2024 | 8 | $324.0M |
| Portfolio Design Labs, LLC | 0002010278 | Aug 13, 2024 | 101 | $323.8M |
| ECP ControlCo, LLC | 0001707921 | Aug 14, 2024 | 7 | $323.8M |
| DDFG, Inc | 0001967640 | Aug 6, 2024 | 78 | $323.7M |
| Rockline Wealth Management, LLC | 0002005098 | Aug 1, 2024 | 97 | $323.6M |
| Ogborne Capital Management, LLC | 0001619083 | Aug 14, 2024 | 13 | $323.5M |
| Summit Rock Advisors, LP | 0001540951 | Jul 25, 2024 | 7 | $323.5M |
| Canvas Wealth Advisors, LLC | 0001858782 | Aug 1, 2024 | 150 | $323.4M |
| Astoria Strategic Wealth, Inc. | 0001777914 | Jul 17, 2024 | 30 | $323.3M |
| Windsor Capital Management, LLC | 0001543100 | Jul 26, 2024 | 112 | $323.2M |
| Wiser Wealth Management, Inc | 0001573263 | Jul 22, 2024 | 35 | $323.0M |
| Tetragon Partners GP Ltd | 0001515070 | Aug 14, 2024 | 26 | $322.6M |
| Fernwood Investment Management, LLC | 0001570296 | Jul 31, 2024 | 198 | $322.4M |
| VeraBank, N.A. | 0001767297 | Jul 24, 2024 | 144 | $322.0M |
| Lantz Financial LLC | 0001766883 | Aug 7, 2024 | 212 | $321.9M |
| Safeguard Investment Advisory Group, LLC | 0001846711 | Aug 9, 2024 | 107 | $321.9M |
| Valueworks LLC | 0001282189 | Aug 12, 2024 | 33 | $321.8M |
| United Advisor Group, LLC | 0002004873 | Aug 8, 2024 | 260 | $321.8M |
| Pegasus Asset Management, Inc. | 0001729049 | Jul 25, 2024 | 71 | $321.5M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0000319933 | Jul 5, 2024 | 1,532 | $321.5M |
| Keystone Wealth Services, LLC | 0001866189 | Jul 12, 2024 | 231 | $321.4M |
| AMJ Financial Wealth Management | 0001801585 | Aug 7, 2024 | 72 | $321.3M |
| G2 Capital Management, LLC / Oh | 0001910858 | Aug 12, 2024 | 64 | $321.2M |
| Whitcomb & Hess, Inc. | 0001813577 | Jul 11, 2024 | 51 | $321.0M |
| Ikarian Capital, LLC | 0001778253 | Aug 14, 2024 | 85 | $320.5M |
| Outlook Wealth Advisors, LLC | 0001767151 | Jul 18, 2024 | 256 | $320.4M |
| Muhlenkamp & Co. Inc. | 0001133219 | Jul 17, 2024 | 29 | $320.4M |
| Guidance Point Advisors, LLC | 0001767710 | Jul 26, 2024 | 82 | $320.3M |
| Boltwood Capital Management | 0001563690 | Jul 8, 2024 | 166 | $320.1M |
| Kidder Stephen W | 0001314377 | Aug 12, 2024 | 71 | $320.0M |
| Little House Capital LLC | 0001748814 | Aug 2, 2024 | 116 | $319.7M |
| Citizens & Northern Corp. | 0000810958 | Jul 30, 2024 | 118 | $319.7M |
| Olympus Wealth Management, LLC | 0001995674 | Jul 17, 2024 | 17 | $319.7M |
| SVF Sponsor III (DE) LLC | 0001838428 | Aug 14, 2024 | 1 | $319.6M |
| Kerrisdale Advisers, LLC | 0001569688 | Aug 14, 2024 | 93 | $319.5M |
| ETF Portfolio Partners, Inc. | 0001635342 | Jul 15, 2024 | 53 | $319.5M |
| Peak Financial Management, Inc. | 0001669662 | Jul 23, 2024 | 94 | $319.5M |
| SR One Capital Management, LP | 0001910264 | Aug 13, 2024 | 9 | $319.4M |
| Redwood Grove Capital, LLC | 0001691170 | Aug 14, 2024 | 26 | $319.4M |
| Xcel Wealth Management, LLC | 0001791002 | Jul 23, 2024 | 123 | $319.4M |
| TSP Capital Management Group, LLC | 0001317208 | Jul 23, 2024 | 48 | $319.0M |
| Grant Street Asset Management, Inc. | 0001740642 | Aug 14, 2024 | 74 | $318.8M |
| Karpas Strategies, LLC | 0001127544 | Jul 30, 2024 | 117 | $318.8M |
| Court Place Advisors, LLC | 0001566113 | Jul 31, 2024 | 159 | $318.7M |
| Contrarian Capital Management, L.L.C. | 0001050417 | Aug 13, 2024 | 28 | $318.4M |
| Uncommon Cents Investing LLC | 0001729754 | Jul 18, 2024 | 188 | $318.2M |
| Cordgrass Capital Advisors, LLC | 0001912040 | Jul 18, 2024 | 216 | $318.0M |
| Prevatt Capital Ltd | 0002009520 | Aug 14, 2024 | 14 | $317.4M |
| Aries Wealth Management | 0001729515 | Jul 25, 2024 | 206 | $317.4M |
| Hamel Associates, Inc. | 0001599760 | Aug 2, 2024 | 76 | $317.3M |
| Myriad Asset Management US LP | 0001857187 | Jul 24, 2024 | 1 | $317.3M |
| Boussard & Gavaudan Investment Management LLP | 0001614986 | Aug 13, 2024 | 70 | $317.3M |
| Coston, McIsaac & Partners | 0001945037 | Jul 31, 2024 | 850 | $317.2M |
| MilWealth Group LLC | 0001972750 | Jul 29, 2024 | 66 | $317.0M |
| Navalign, LLC | 0001820593 | Jul 30, 2024 | 115 | $316.8M |
| Lodge Hill Capital, LLC | 0001598245 | Aug 13, 2024 | 24 | $316.8M |
| Meridian Investment Counsel Inc. | 0001427351 | Jul 19, 2024 | 213 | $316.2M |
| Flow State Investments, L.P. | 0001850755 | Aug 14, 2024 | 202 | $316.0M |
| PSI Advisors, LLC | 0001779040 | Jul 23, 2024 | 875 | $316.0M |
| Lester Murray Antman dba SimplyRich | 0001725888 | Jul 26, 2024 | 178 | $316.0M |
| Rit Capital Partners PLC | 0000939334 | Aug 13, 2024 | 10 | $315.8M |
| American Assets Capital Advisers, LLC | 0001626691 | Jul 31, 2024 | 35 | $315.8M |
| O'Brien Greene & Co. Inc | 0001768635 | Aug 12, 2024 | 139 | $315.8M |