| Okabena Investment Services Inc. | 0001157519 | May 13, 2024 | 97 | $300.2M |
| Charles-Lim Capital Ltd | 0001634255 | May 14, 2024 | 6 | $300.1M |
| FTV Management Company, L.P. | 0002021589 | May 15, 2024 | 1 | $300.1M |
| Siena Capital Partners GP, LLC | 0001694886 | May 15, 2024 | 105 | $300.0M |
| Barry Investment Advisors, LLC | 0001631639 | Apr 18, 2024 | 118 | $300.0M |
| GoalVest Advisory LLC | 0001839307 | Apr 15, 2024 | 412 | $299.9M |
| AMJ Financial Wealth Management | 0001801585 | May 7, 2024 | 75 | $299.5M |
| Atlas Private Wealth Advisors | 0001814234 | May 6, 2024 | 110 | $299.3M |
| Meritech Capital Associates V L.L.C. | 0001613048 | May 15, 2024 | 3 | $299.1M |
| Mandatum Life Insurance Co Ltd | 0001664324 | May 8, 2024 | 83 | $299.0M |
| Mount Lucas Management LP | 0001185072 | May 10, 2024 | 142 | $298.6M |
| Wellington Shields & Co., LLC | 0001506073 | May 23, 2024 | 304 | $298.3M |
| My Legacy Advisors, LLC | 0001767802 | Jul 25, 2024 | 211 | $298.3M |
| Syntrinsic LLC | 0002012611 | Aug 8, 2024 | 82 | $298.3M |
| MPS Loria Financial Planners, LLC | 0001716180 | Apr 17, 2024 | 80 | $297.7M |
| Canvas Wealth Advisors, LLC | 0001858782 | Apr 23, 2024 | 146 | $297.5M |
| Portfolio Design Labs, LLC | 0002010278 | May 14, 2024 | 111 | $297.5M |
| Knuff & Co LLC | 0001768089 | May 9, 2024 | 125 | $297.5M |
| Compton Financial Group, LLC | 0001844567 | Apr 18, 2024 | 33 | $297.3M |
| Aspire Capital Advisors LLC | 0001906014 | May 10, 2024 | 80 | $297.0M |
| WealthBridge Capital Management, LLC | 0001767313 | Apr 30, 2024 | 192 | $296.9M |
| Cloverfields Capital Group, LP | 0001819581 | May 14, 2024 | 97 | $296.9M |
| Ballast Advisors LLC | 0001803415 | May 1, 2024 | 172 | $296.7M |
| Searchlight Capital Partners, L.P. | 0001697030 | May 15, 2024 | 4 | $296.4M |
| Operose Advisors LLC | 0001909750 | May 13, 2024 | 651 | $296.0M |
| D.B. Root & Company, LLC | 0001731717 | Apr 17, 2024 | 176 | $295.9M |
| Clarity Wealth Advisors, LLC | 0001767384 | Apr 18, 2024 | 86 | $295.7M |
| Citizens & Northern Corp. | 0000810958 | May 13, 2024 | 109 | $295.7M |
| Aisling Capital Management LP | 0001766721 | May 14, 2024 | 16 | $295.5M |
| Buckhead Capital Management LLC | 0001133999 | May 6, 2024 | 122 | $295.5M |
| Sanchez Wealth Management Group | 0001697740 | May 7, 2024 | 39 | $295.3M |
| Prevatt Capital Ltd | 0002009520 | May 15, 2024 | 14 | $295.1M |
| Opal Wealth Advisors, LLC | 0001844201 | Apr 11, 2024 | 350 | $294.8M |
| Oasis Management Co Ltd. | 0001317904 | May 15, 2024 | 56 | $294.7M |
| RJA Asset Management LLC | 0001671817 | Apr 15, 2024 | 4 | $294.7M |
| Safeguard Investment Advisory Group, LLC | 0001846711 | May 13, 2024 | 104 | $294.5M |
| Brown, Lisle/Cummings, Inc. | 0000014745 | Jul 1, 2024 | 558 | $294.4M |
| Hilltop National Bank | 0002021658 | May 6, 2024 | 801 | $294.4M |
| Eisler Capital (US) LLC | 0001928502 | May 14, 2024 | 200 | $294.3M |
| Core Wealth Advisors, Inc. | 0001770532 | May 15, 2024 | 260 | $294.3M |
| Defender Capital, LLC. | 0001766929 | May 6, 2024 | 36 | $294.0M |
| Matthew 25 Management Corp | 0001351431 | May 14, 2024 | 22 | $293.9M |
| Scott & Selber, Inc. | 0001315269 | May 1, 2024 | 87 | $293.9M |
| Sozo Ventures GP II, L.P. | 0001912294 | May 6, 2024 | 2 | $293.8M |
| Harbor Advisory Corp. | 0001100710 | Apr 29, 2024 | 86 | $293.8M |
| Heirloom Wealth Management | 0001882903 | Apr 24, 2024 | 49 | $293.7M |
| Carronade Capital Management, LP | 0001866872 | May 15, 2024 | 13 | $293.7M |
| Etfidea, LLC | 0001957148 | May 3, 2024 | 112 | $293.4M |
| Wittenberg Investment Management, Inc. | 0001697790 | May 3, 2024 | 82 | $293.4M |
| Kaydan Wealth Management, Inc. | 0001964532 | Apr 12, 2024 | 106 | $293.3M |
| One Fin Capital Management LP | 0001753875 | May 15, 2024 | 25 | $292.9M |
| Keb Asset Management, LLC | 0001903035 | Apr 24, 2024 | 69 | $292.8M |
| Creekmur Asset Management LLC | 0002013091 | May 16, 2024 | 844 | $292.3M |
| Highlander Capital Management, LLC | 0001519113 | May 20, 2024 | 955 | $292.3M |
| Stewardship Advisors, LLC | 0001733219 | Apr 17, 2024 | 60 | $292.2M |
| Verde Capital Management | 0001802891 | Apr 15, 2024 | 42 | $292.1M |
| Proquility Private Wealth Partners, LLC | 0001844911 | May 3, 2024 | 85 | $292.0M |
| McLean Asset Management Corp | 0001833140 | Apr 10, 2024 | 153 | $292.0M |
| Ironsides Asset Advisors, LLC | 0001615135 | May 10, 2024 | 93 | $291.9M |
| RDA Financial Network | 0001774086 | Apr 11, 2024 | 224 | $291.8M |
| Keeler Thomas Management LLC | 0001730660 | May 7, 2024 | 66 | $291.7M |
| Family Capital Trust Co | 0001123320 | Apr 24, 2024 | 60 | $291.6M |
| Fairhaven Wealth Management, LLC | 0001767056 | May 1, 2024 | 123 | $291.3M |
| Enterprise Bank & Trust Co | 0001770710 | Apr 10, 2024 | 124 | $291.3M |
| Buck Wealth Strategies, LLC | 0001973259 | May 3, 2024 | 78 | $291.1M |
| Amansa Capital Pte. LTD. | 0001660773 | May 9, 2024 | 3 | $291.1M |
| Addison Advisors LLC | 0001843745 | May 6, 2024 | 700 | $291.0M |
| Snow Phipps Group, LLC | 0001698661 | Apr 17, 2024 | 2 | $290.9M |
| Blue Zone Wealth Advisors, LLC | 0001803106 | Apr 18, 2024 | 87 | $290.9M |
| Vista Investment Partners LLC | 0002023386 | May 16, 2024 | 143 | $290.8M |
| Atlantic Edge Private Wealth Management, LLC | 0002011145 | May 8, 2024 | 488 | $290.8M |
| Kendall Capital Management | 0001731372 | May 10, 2024 | 210 | $290.7M |
| Terril Brothers, Inc. | 0000314169 | Apr 29, 2024 | 61 | $290.6M |
| Bcwm, LLC | 0001542165 | May 14, 2024 | 59 | $290.6M |
| Steph & Co. | 0000941519 | Apr 12, 2024 | 279 | $290.5M |
| Riverview Capital Advisers, LLC | 0001962933 | May 14, 2024 | 80 | $290.5M |
| Tillman Hartley LLC | 0001966355 | May 13, 2024 | 82 | $290.5M |
| Baker Boyer National Bank | 0001079398 | Apr 12, 2024 | 80 | $290.4M |
| Steamboat Capital Partners, LLC | 0001635663 | May 7, 2024 | 37 | $290.3M |
| Shilanski & Associates, Inc. | 0001722084 | Apr 11, 2024 | 105 | $290.3M |
| TruNorth Capital Management, LLC | 0001639695 | Jun 17, 2024 | 268 | $290.1M |
| Hudson Capital Management LLC | 0001727342 | Apr 19, 2024 | 63 | $290.1M |
| Value Star Asset Management (Hong Kong) Ltd | 0001842246 | May 8, 2024 | 22 | $289.9M |
| Sovereign Investment Advisors, LLC | 0001908165 | May 13, 2024 | 34 | $289.9M |
| First International Bank & Trust | 0001910370 | Apr 16, 2024 | 69 | $289.7M |
| Apollon Financial, LLC | 0002011195 | May 2, 2024 | 150 | $289.5M |
| Investment Management Associates Inc. | 0000052024 | May 9, 2024 | 34 | $289.3M |
| Endeavour Capital Advisors Inc. | 0001218749 | May 15, 2024 | 35 | $289.3M |
| Courage Miller Partners, LLC | 0001482106 | Apr 16, 2024 | 85 | $289.2M |
| Atlanta Consulting Group Advisors, LLC | 0002019038 | Aug 26, 2024 | 131 | $289.1M |
| Takeda Pharmaceutical Co. Ltd. | 0001395064 | Feb 13, 2025 | 15 | $289.0M |
| Wakefield Asset Management LLLP | 0001600435 | May 1, 2024 | 144 | $289.0M |
| US Financial Advisors, LLC | 0001640420 | May 13, 2024 | 81 | $288.8M |
| Prosperity Planning, Inc. | 0001843292 | Apr 16, 2024 | 94 | $288.8M |
| MKA Charitable Fund | 0002010351 | May 9, 2024 | 1 | $288.7M |
| Discovery Value Fund | 0001750451 | May 10, 2024 | 7 | $288.7M |
| Tri Locum Partners LP | 0001826434 | May 15, 2024 | 27 | $288.4M |
| Regimen Wealth, LLC | 0001963863 | May 14, 2024 | 64 | $288.3M |
| Triune Financial Partners, LLC | 0002040393 | Nov 14, 2024 | 33 | $288.1M |
| Prentice Wealth Management LLC | 0001864229 | Apr 15, 2024 | 107 | $288.0M |