| Engle Capital Management, L.P. | 0001684868 | Feb 14, 2025 | 24 | $334.2M |
| FTV Management Company, L.P. | 0002021589 | Feb 14, 2025 | 1 | $334.1M |
| Peak Financial Management, Inc. | 0001669662 | Jan 22, 2025 | 96 | $333.9M |
| Firetrail Investments PTY Ltd. | 0001943822 | Feb 5, 2025 | 23 | $333.9M |
| Prism Advisors, Inc. | 0001717027 | Jan 22, 2025 | 60 | $333.7M |
| Varenne Capital Partners | 0001902567 | Feb 12, 2025 | 15 | $333.5M |
| Mokosak Advisory Group, LLC | 0001713112 | Jan 24, 2025 | 33 | $333.5M |
| Zeno Equity Partners LLP | 0002013334 | Feb 11, 2025 | 12 | $333.4M |
| Heirloom Wealth Management | 0001882903 | Jan 22, 2025 | 43 | $333.3M |
| M. Kraus & Co | 0001593688 | Jan 14, 2025 | 81 | $333.3M |
| Opal Wealth Advisors, LLC | 0001844201 | Jan 29, 2025 | 191 | $333.2M |
| Peterson Wealth Services | 0001906799 | Jan 29, 2025 | 217 | $333.1M |
| ETF Portfolio Partners, Inc. | 0001635342 | Jan 21, 2025 | 54 | $333.0M |
| McLean Asset Management Corp | 0001833140 | Jan 22, 2025 | 153 | $333.0M |
| Hilltop National Bank | 0002021658 | Jan 10, 2025 | 779 | $332.6M |
| Kidder Stephen W | 0001314377 | Feb 13, 2025 | 70 | $332.3M |
| Scott & Selber, Inc. | 0001315269 | Feb 6, 2025 | 87 | $332.3M |
| Agilis Partners LLC | 0001633903 | Jan 30, 2025 | 25 | $332.2M |
| Jackson Creek Investment Advisors LLC | 0001831003 | Feb 7, 2025 | 294 | $332.1M |
| Greenlea Lane Capital Management, LLC | 0001766504 | Feb 14, 2025 | 8 | $331.7M |
| Riverview Capital Advisers, LLC | 0001962933 | Feb 14, 2025 | 91 | $331.4M |
| West Michigan Advisors, LLC | 0001909879 | Feb 5, 2025 | 228 | $331.2M |
| Walter & Keenan Wealth Management LLC /in/ | 0000752365 | Jan 29, 2025 | 150 | $330.9M |
| Frisch Financial Group, Inc. | 0001767730 | Feb 14, 2025 | 129 | $330.4M |
| SWS Partners | 0001731731 | Feb 6, 2025 | 118 | $330.2M |
| Platform Technology Partners | 0001830817 | Jan 28, 2025 | 218 | $330.1M |
| Harber Asset Management LLC | 0001387921 | Feb 13, 2025 | 34 | $330.0M |
| Terril Brothers, Inc. | 0000314169 | Feb 5, 2025 | 75 | $329.5M |
| Muhlenkamp & Co. Inc. | 0001133219 | Feb 13, 2025 | 30 | $329.5M |
| Net Worth Advisory Group | 0001791998 | Feb 7, 2025 | 385 | $329.4M |
| Physicians Financial Services, Inc. | 0001665518 | Feb 3, 2025 | 105 | $329.4M |
| Westmount Partners, LLC | 0002051491 | Jan 13, 2025 | 218 | $329.2M |
| Science & Technology Partners, L.P. | 0002029433 | Feb 14, 2025 | 23 | $329.1M |
| Roberts Wealth Advisors, LLC | 0001885319 | Jan 17, 2025 | 100 | $329.1M |
| Bank of Stockton | 0001387723 | Feb 3, 2025 | 143 | $329.0M |
| Knuff & Co LLC | 0001768089 | Feb 10, 2025 | 142 | $329.0M |
| EWG Elevate Inc. | 0001765278 | Jan 13, 2025 | 149 | $328.3M |
| Boltwood Capital Management | 0001563690 | Jan 6, 2025 | 170 | $328.2M |
| LongView Wealth Management | 0001990190 | Jan 15, 2025 | 203 | $328.1M |
| Legacy Capital Group California, Inc. | 0001977092 | Feb 3, 2025 | 331 | $328.0M |
| Haverford Financial Services, Inc. | 0001347683 | Feb 11, 2025 | 43 | $327.9M |
| Caden Capital Partners, LP | 0001893767 | Feb 14, 2025 | 11 | $327.8M |
| Tobam | 0001527488 | Jan 28, 2025 | 319 | $327.7M |
| NovaPoint Capital, LLC | 0001815025 | Jan 27, 2025 | 127 | $327.7M |
| Tempus Wealth Planning, LLC | 0001806428 | Jan 24, 2025 | 247 | $327.4M |
| DecisionPoint Financial, LLC | 0001938514 | Jan 29, 2025 | 263 | $327.3M |
| Marshall Financial Group Inc. | 0000701189 | Jan 24, 2025 | 52 | $327.3M |
| Guidance Capital, Inc. | 0001958743 | Jan 27, 2025 | 192 | $326.8M |
| BOCHK Asset Management Ltd | 0002010854 | Jan 23, 2025 | 64 | $326.7M |
| Buckley Wealth Management, LLC | 0001730126 | Feb 10, 2025 | 101 | $326.6M |
| Hel Ved Capital Management Ltd | 0001840129 | Feb 13, 2025 | 76 | $326.3M |
| Wellington Shields & Co., LLC | 0001506073 | Feb 10, 2025 | 295 | $326.1M |
| Legacy CG, LLC | 0001904825 | Jan 27, 2025 | 54 | $326.1M |
| Brady Family Wealth, LLC | 0001971456 | Jan 14, 2025 | 115 | $325.9M |
| General Pension Society PZU Joint Stock Co | 0002057421 | Mar 10, 2025 | 18 | $325.9M |
| Hollow Brook Wealth Management LLC | 0001455251 | Feb 12, 2025 | 87 | $325.5M |
| L1 Capital International Pty Ltd | 0002009023 | Feb 14, 2025 | 18 | $325.5M |
| ADW Capital Management, LLC | 0001745214 | Feb 14, 2025 | 5 | $325.4M |
| Pantera Capital Partners LP | 0002067181 | May 15, 2025 | 2 | $325.2M |
| US Financial Advisors, LLC | 0001640420 | Feb 14, 2025 | 89 | $325.2M |
| PFW Advisors LLC | 0001989744 | Jan 13, 2025 | 125 | $325.1M |
| Weaver Consulting Group | 0001780055 | Jan 8, 2025 | 220 | $325.1M |
| Bridge Creek Capital Management LLC | 0001670903 | Jan 13, 2025 | 110 | $325.1M |
| Garden State Investment Advisory Services LLC | 0001965351 | Feb 13, 2025 | 246 | $325.1M |
| Ballast Advisors LLC | 0001803415 | Feb 11, 2025 | 161 | $324.5M |
| Covenant Partners, LLC | 0001302739 | Feb 14, 2025 | 154 | $324.5M |
| Ascentis Wealth Management, LLC | 0002032602 | Jan 10, 2025 | 510 | $324.1M |
| Whitcomb & Hess, Inc. | 0001813577 | Jan 22, 2025 | 53 | $323.8M |
| Ayalon Insurance Comp Ltd. | 0001642216 | Jan 14, 2025 | 62 | $323.8M |
| Steamboat Capital Partners, LLC | 0001635663 | Feb 14, 2025 | 56 | $323.8M |
| Montis Financial, LLC | 0001844314 | Feb 10, 2025 | 135 | $323.7M |
| O'Keefe Stevens Advisory, Inc. | 0001780565 | Jan 15, 2025 | 73 | $323.3M |
| American Assets Inc. | 0000885118 | Mar 17, 2025 | 19 | $323.2M |
| Summit Wealth & Retirement Planning, Inc. | 0001766995 | Jan 28, 2025 | 75 | $323.1M |
| Princeton Capital Management LLC | 0001167026 | Feb 11, 2025 | 121 | $323.0M |
| Permanent Capital Management, LP | 0002054108 | Feb 7, 2025 | 74 | $323.0M |
| Redwood Grove Capital, LLC | 0001691170 | Feb 14, 2025 | 23 | $322.9M |
| Aquire Wealth Advisors, LLC | 0001745945 | Feb 13, 2025 | 50 | $322.9M |
| Sarissa Capital Management LP | 0001577524 | Feb 14, 2025 | 8 | $322.9M |
| Atlantic Edge Private Wealth Management, LLC | 0002011145 | Jan 29, 2025 | 484 | $322.8M |
| Snider Financial Group | 0001820681 | Feb 6, 2025 | 111 | $322.8M |
| Regents of the University of California | 0000315054 | Feb 5, 2025 | 5 | $322.8M |
| Nixon Capital, LLC | 0001846352 | Feb 13, 2025 | 30 | $322.5M |
| LaSalle St. Investment Advisors, LLC | 0001966193 | Feb 13, 2025 | 283 | $322.5M |
| Keystone Financial Planning, Inc. | 0001596906 | Jan 13, 2025 | 46 | $322.4M |
| Ironwood Wealth Management, LLC. | 0001692820 | Feb 4, 2025 | 45 | $322.3M |
| High Ground Investment Management LLP | 0001828180 | Feb 12, 2025 | 9 | $322.3M |
| MGB Wealth Management, LLC | 0002015822 | Jan 29, 2025 | 286 | $322.2M |
| Hudson Capital Management LLC | 0001727342 | Jan 17, 2025 | 66 | $321.8M |
| Atticus Wealth Management, LLC | 0001800234 | Jan 22, 2025 | 530 | $321.6M |
| Cypress Point Wealth Management, LLC | 0001825611 | Jan 21, 2025 | 69 | $321.1M |
| Altium Capital Management LLC | 0001746382 | Feb 13, 2025 | 61 | $321.1M |
| Fielder Capital Group LLC | 0002010765 | Feb 5, 2025 | 212 | $320.8M |
| Empire Financial Management Company, LLC | 0001971875 | Feb 14, 2025 | 196 | $320.6M |
| Vista Investment Partners LLC | 0002023386 | Jan 21, 2025 | 149 | $320.5M |
| Keating Investment Counselors Inc. | 0001020580 | Jan 31, 2025 | 67 | $320.2M |
| Fca Corp. | 0001166402 | Feb 11, 2025 | 184 | $320.2M |
| Hurlow Wealth Management Group, Inc. | 0001747749 | Feb 13, 2025 | 121 | $320.2M |
| Aristides Capital LLC | 0001595521 | Feb 13, 2025 | 288 | $320.1M |
| Rovida Investment Management Ltd | 0002053064 | Feb 11, 2025 | 18 | $319.8M |