| Birinyi Associates Inc. | 0001079738 | Nov 14, 2024 | 58 | $348.3M |
| Outlook Wealth Advisors, LLC | 0001767151 | Oct 23, 2024 | 254 | $348.2M |
| WealthBridge Capital Management, LLC | 0001767313 | Oct 7, 2024 | 209 | $348.2M |
| NFC Investments, LLC | 0001512858 | Nov 14, 2024 | 35 | $348.1M |
| Hartree Partners, LP | 0001597857 | Nov 13, 2024 | 58 | $348.1M |
| Gavilan Investment Partners LLC | 0001963404 | Nov 13, 2024 | 13 | $348.1M |
| Park Place Capital Corp | 0001965810 | Oct 8, 2024 | 857 | $348.1M |
| GoalVest Advisory LLC | 0001839307 | Nov 6, 2024 | 374 | $347.8M |
| Oakwell Private Wealth Management, LLC | 0001844024 | Nov 4, 2024 | 61 | $347.7M |
| New Harbor Financial Group, LLC | 0001548577 | Oct 16, 2024 | 54 | $347.7M |
| EPIQ Capital Group, LLC | 0001779453 | Nov 14, 2024 | 73 | $347.5M |
| AMJ Financial Wealth Management | 0001801585 | Nov 12, 2024 | 82 | $347.5M |
| Continental General Insurance Co. | 0000024046 | Nov 14, 2024 | 6 | $347.3M |
| Firetrail Investments PTY Ltd. | 0001943822 | Nov 6, 2024 | 27 | $347.2M |
| Davidson Capital Management Inc. | 0001808748 | Oct 25, 2024 | 81 | $346.9M |
| Siena Capital Partners GP, LLC | 0001694886 | Nov 12, 2024 | 110 | $346.9M |
| Barometer Capital Management Inc. | 0001536890 | Nov 14, 2024 | 161 | $346.7M |
| Summit Wealth Group, LLC | 0001802865 | Nov 8, 2024 | 99 | $346.7M |
| Horiko Capital Management LLC | 0001762718 | Nov 13, 2024 | 21 | $345.9M |
| Lorne Steinberg Wealth Management Inc. | 0001851362 | Oct 25, 2024 | 69 | $345.9M |
| Roberts Glore & Co. Inc. | 0001017115 | Nov 14, 2024 | 209 | $345.7M |
| Van Den Berg Management I, Inc. | 0001142062 | Nov 14, 2024 | 107 | $345.7M |
| Saraza Management, LP | 0001894188 | Nov 14, 2024 | 17 | $345.4M |
| Venator Management LLC | 0001838211 | Nov 13, 2024 | 23 | $345.4M |
| Lead Edge Capital Management, LLC | 0001802797 | Nov 14, 2024 | 10 | $345.4M |
| EDENTREE ASSET MANAGEMENT Ltd | 0001980273 | Nov 14, 2024 | 64 | $345.4M |
| AA Financial Advisors, LLC | 0002016899 | Oct 18, 2024 | 170 | $345.3M |
| McCollum Christoferson Group LLC | 0001727573 | Oct 16, 2024 | 70 | $345.2M |
| B&I Capital AG | 0001843527 | Oct 29, 2024 | 27 | $345.0M |
| Cordgrass Capital Advisors, LLC | 0001912040 | Nov 6, 2024 | 216 | $345.0M |
| General Pension Society PZU Joint Stock Co | 0002057421 | Mar 10, 2025 | 18 | $344.7M |
| Windsor Capital Management, LLC | 0001543100 | Oct 23, 2024 | 119 | $344.6M |
| Debussy Capital Management LP | 0001682021 | Nov 14, 2024 | 226 | $344.4M |
| Mirabaud & Cie SA | 0001869685 | Nov 1, 2024 | 55 | $344.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0001936603 | Nov 7, 2024 | 317 | $344.1M |
| Clarity Wealth Advisors, LLC | 0001767384 | Oct 18, 2024 | 94 | $344.1M |
| Ironsides Asset Advisors, LLC | 0001615135 | Oct 31, 2024 | 74 | $343.8M |
| Bruce & Co., Inc. | 0001358331 | Nov 14, 2024 | 41 | $343.6M |
| Covenant Partners, LLC | 0001302739 | Oct 24, 2024 | 177 | $343.6M |
| Wealth Group Ltd | 0002010748 | Oct 8, 2024 | 65 | $343.5M |
| Berkeley, Inc | 0002051965 | Mar 28, 2025 | 66 | $343.4M |
| Householder Group Estate & Retirement Specialist, LLC | 0001881590 | Oct 18, 2024 | 1,280 | $343.3M |
| Court Place Advisors, LLC | 0001566113 | Oct 23, 2024 | 165 | $343.0M |
| JSF Financial, LLC | 0001802224 | Nov 12, 2024 | 115 | $342.7M |
| Guidance Point Advisors, LLC | 0001767710 | Oct 30, 2024 | 86 | $342.5M |
| Yong Rong (HK) Asset Management Ltd | 0001738071 | Oct 29, 2024 | 20 | $342.1M |
| VeraBank, N.A. | 0001767297 | Nov 4, 2024 | 146 | $341.9M |
| Xcel Wealth Management, LLC | 0001791002 | Oct 21, 2024 | 126 | $341.9M |
| tru Independence LLC | 0001785445 | Nov 4, 2024 | 110 | $341.6M |
| Verum Partners LLC | 0001958984 | Oct 16, 2024 | 162 | $341.5M |
| Grant Street Asset Management, Inc. | 0001740642 | Nov 8, 2024 | 75 | $341.4M |
| PSI Advisors, LLC | 0001779040 | Oct 22, 2024 | 892 | $341.4M |
| Astoria Strategic Wealth, Inc. | 0001777914 | Oct 15, 2024 | 34 | $341.4M |
| M. Kraus & Co | 0001593688 | Oct 11, 2024 | 80 | $341.3M |
| MilWealth Group LLC | 0001972750 | Oct 15, 2024 | 68 | $340.9M |
| Peak Financial Management, Inc. | 0001669662 | Oct 15, 2024 | 98 | $340.6M |
| Vickerman Investment Advisors, Inc. | 0001898296 | Oct 31, 2024 | 65 | $340.3M |
| Engle Capital Management, L.P. | 0001684868 | Nov 14, 2024 | 20 | $340.1M |
| Cincinnati Specialty Underwriters Insurance CO | 0001426763 | Nov 7, 2024 | 39 | $340.0M |
| Apollon Financial, LLC | 0002011195 | Nov 5, 2024 | 165 | $340.0M |
| Navalign, LLC | 0001820593 | Nov 1, 2024 | 118 | $339.6M |
| Skaana Management L.P. | 0001860998 | Nov 14, 2024 | 101 | $339.6M |
| G2 Capital Management, LLC / Oh | 0001910858 | Nov 4, 2024 | 62 | $339.5M |
| Kinsale Capital Group, Inc. | 0001669162 | Nov 6, 2024 | 35 | $339.3M |
| Shay Capital LLC | 0001723643 | Nov 14, 2024 | 244 | $339.0M |
| Gpi Capital, L.P. | 0001836021 | Nov 14, 2024 | 5 | $339.0M |
| Capasso Planning Partners LLC | 0001911938 | Dec 2, 2024 | 148 | $338.8M |
| Kaydan Wealth Management, Inc. | 0001964532 | Oct 16, 2024 | 106 | $338.8M |
| Cutter Capital Management, LP | 0001983313 | Nov 14, 2024 | 27 | $338.8M |
| Supplemental Annuity Collective Trust of NJ | 0001483065 | Nov 4, 2024 | 213 | $338.6M |
| Kidder Stephen W | 0001314377 | Nov 12, 2024 | 73 | $338.5M |
| Orrstown Financial Services Inc. | 0000826154 | Oct 24, 2024 | 142 | $338.5M |
| Source Financial Advisors LLC | 0001830954 | Nov 1, 2024 | 119 | $338.5M |
| BetterWealth, LLC | 0001911702 | Oct 22, 2024 | 63 | $338.4M |
| NatWest Group plc | 0000844150 | Oct 16, 2024 | 35 | $338.3M |
| FengHe Fund Management Pte. Ltd. | 0001660531 | Nov 7, 2024 | 18 | $338.3M |
| Cim Investment Management Inc. | 0001179791 | Nov 25, 2024 | 254 | $338.2M |
| Cornercap Investment Counsel Inc. | 0001062938 | Nov 6, 2024 | 513 | $338.1M |
| ETF Portfolio Partners, Inc. | 0001635342 | Oct 7, 2024 | 57 | $338.0M |
| Annapolis Financial Services, LLC | 0001843110 | Oct 16, 2024 | 486 | $337.8M |
| Jackson Creek Investment Advisors LLC | 0001831003 | Nov 4, 2024 | 293 | $337.7M |
| Madison Wealth Partners, Inc | 0001844424 | Oct 24, 2024 | 148 | $337.6M |
| TruNorth Capital Management, LLC | 0001639695 | Oct 24, 2024 | 399 | $337.6M |
| WealthTrust Axiom LLC | 0001425949 | Nov 13, 2024 | 264 | $337.5M |
| Boltwood Capital Management | 0001563690 | Oct 2, 2024 | 174 | $337.4M |
| Sciencast Management LP | 0001653169 | Nov 13, 2024 | 229 | $337.2M |
| Hollow Brook Wealth Management LLC | 0001455251 | Nov 14, 2024 | 90 | $337.2M |
| Gray Foundation | 0002011602 | Nov 1, 2024 | 12 | $337.1M |
| Butensky & Cohen Financial Security, Inc. | 0001632802 | Oct 16, 2024 | 95 | $337.1M |
| Tillman Hartley LLC | 0001966355 | Nov 1, 2024 | 76 | $337.1M |
| Net Worth Advisory Group | 0001791998 | Oct 17, 2024 | 386 | $337.0M |
| Prentice Wealth Management LLC | 0001864229 | Oct 7, 2024 | 108 | $336.8M |
| Whitcomb & Hess, Inc. | 0001813577 | Oct 2, 2024 | 52 | $336.2M |
| TFB Advisors LLC | 0001965201 | Oct 31, 2024 | 312 | $336.1M |
| Redwood Investments, LLC | 0001384058 | Nov 14, 2024 | 113 | $336.0M |
| Pennant Investors, LP | 0001759176 | Nov 14, 2024 | 15 | $336.0M |
| BOCHK Asset Management Ltd | 0002010854 | Oct 23, 2024 | 53 | $335.9M |
| Altium Capital Management LLC | 0001746382 | Nov 14, 2024 | 75 | $335.7M |
| Horrell Capital Management, Inc. | 0001385925 | Oct 25, 2024 | 215 | $335.6M |
| MPS Loria Financial Planners, LLC | 0001716180 | Oct 21, 2024 | 82 | $335.5M |