| Northern Right Capital Management, L.P. | 0001346543 | May 15, 2024 | 29 | $276.8M |
| PSI Advisors, LLC | 0001779040 | Apr 24, 2024 | 803 | $276.7M |
| Sykon Capital LLC | 0001988408 | May 8, 2024 | 93 | $276.6M |
| Madison Wealth Partners, Inc | 0001844424 | Apr 29, 2024 | 124 | $276.5M |
| LCNB Corp. | 0001074902 | May 10, 2024 | 180 | $276.4M |
| Sequent Planning LLC | 0002009724 | May 14, 2024 | 142 | $276.3M |
| HT Partners LLC | 0001552999 | Apr 18, 2024 | 49 | $276.2M |
| Hemington Wealth Management | 0001838234 | May 3, 2024 | 113 | $276.0M |
| Angelo Gordon & Co., L.P. | 0000860662 | May 14, 2024 | 25 | $276.0M |
| Altrafin AG | 0002110313 | Feb 17, 2026 | 59 | $275.9M |
| Stone House Capital Management, LLC | 0001589943 | May 15, 2024 | 4 | $275.8M |
| Legacy CG, LLC | 0001904825 | Apr 22, 2024 | 42 | $275.8M |
| TFB Advisors LLC | 0001965201 | May 3, 2024 | 263 | $275.7M |
| SailingStone Capital Partners LLC | 0001608904 | May 15, 2024 | 14 | $275.6M |
| FirstPurpose Wealth LLC | 0001913420 | Apr 23, 2024 | 209 | $275.6M |
| CPMG Inc | 0001372218 | May 15, 2024 | 3 | $275.5M |
| Wildcat Capital Management, LLC | 0001582384 | May 14, 2024 | 16 | $275.5M |
| Ami Investment Management Inc. | 0001122241 | Apr 18, 2024 | 66 | $275.3M |
| Sivik Global Healthcare LLC | 0001596452 | May 1, 2024 | 46 | $275.1M |
| Towne Trust Company, N.A | 0001102256 | May 14, 2024 | 573 | $275.1M |
| Generali Powszechne Towarzystwo Emerytalne | 0002042955 | Feb 5, 2025 | 26 | $275.0M |
| Oep Capital Advisors, L.P. | 0001817681 | May 15, 2024 | 2 | $275.0M |
| FACT Capital, LP | 0001964400 | May 14, 2024 | 17 | $274.9M |
| Wind River Trust Co | 0001657703 | Apr 22, 2024 | 9 | $274.8M |
| Atlas Brown,Inc. | 0001388168 | Apr 8, 2024 | 204 | $274.7M |
| Peterson Wealth Services | 0001906799 | May 1, 2024 | 112 | $274.6M |
| Bridge City Capital, LLC | 0001713521 | Apr 12, 2024 | 110 | $274.5M |
| SAM Advisors, LLC | 0001600944 | May 13, 2024 | 36 | $274.5M |
| Rinkey Investments | 0001730774 | May 2, 2024 | 71 | $274.4M |
| Northcape Wealth Management, LLC | 0001902806 | Apr 30, 2024 | 133 | $274.3M |
| Chesapeake Wealth Management | 0001730383 | May 7, 2024 | 151 | $274.3M |
| Wade Financial Advisory, Inc | 0001802670 | May 14, 2024 | 77 | $274.3M |
| Mint Tower Capital Management B.V. | 0001666606 | May 14, 2024 | 147 | $274.2M |
| East Coast Asset Management, LLC. | 0001579254 | May 15, 2024 | 69 | $274.1M |
| Trybe Capital Management LP | 0001807902 | May 15, 2024 | 7 | $274.0M |
| Cavalier Investments, LLC | 0001655543 | Apr 26, 2024 | 81 | $274.0M |
| SWF LLC | 0002065728 | Aug 1, 2025 | 2 | $273.9M |
| S.E.E.D. Planning Group LLC | 0001765515 | Apr 16, 2024 | 75 | $273.9M |
| Van Strum & Towne Inc. | 0001080173 | May 3, 2024 | 101 | $273.8M |
| Chapin Davis, Inc. | 0000872098 | Apr 18, 2024 | 232 | $273.8M |
| JW Asset Management, LLC | 0001549738 | May 7, 2024 | 14 | $273.7M |
| SIG North Trading, ULC | 0001868643 | May 7, 2024 | 69 | $273.5M |
| Drake & Associates, LLC | 0001935795 | May 9, 2024 | 81 | $273.4M |
| Garden State Investment Advisory Services LLC | 0001965351 | May 14, 2024 | 219 | $273.3M |
| Droms Strauss Advisors Inc. /Mo/ | 0001053292 | May 6, 2024 | 63 | $273.2M |
| Twelve Points Wealth Management LLC | 0001877090 | Apr 15, 2024 | 173 | $273.1M |
| Aikya Investment Management Ltd | 0002005403 | May 8, 2024 | 3 | $273.1M |
| Sicart Associates LLC | 0001696494 | May 3, 2024 | 76 | $273.0M |
| Truefg, LLC | 0001766067 | Apr 23, 2024 | 48 | $272.9M |
| Rivermont Capital Management LP | 0001965613 | May 14, 2024 | 19 | $272.8M |
| Viola Ventures V.C. Management 4 Ltd. | 0001965208 | May 13, 2024 | 5 | $272.8M |
| Investment Advisory Services Inc. /TX | 0000925953 | Apr 25, 2024 | 117 | $272.4M |
| Gradient Capital Advisors, LLC | 0001727917 | Apr 17, 2024 | 139 | $272.4M |
| Caden Capital Partners, LP | 0001893767 | May 15, 2024 | 10 | $272.4M |
| LPWM LLC | 0001801101 | Apr 15, 2024 | 72 | $272.3M |
| GSG Advisors LLC | 0001995773 | Apr 11, 2024 | 106 | $272.3M |
| Frontier Asset Management, LLC | 0001910146 | May 14, 2024 | 60 | $272.2M |
| Birmingham Capital Management Co. Inc. | 0000918504 | May 29, 2024 | 105 | $271.8M |
| Corton Capital Inc. | 0001910417 | May 15, 2024 | 493 | $271.7M |
| Westbourne Investment Advisors, Inc. | 0001650092 | Apr 22, 2024 | 88 | $271.7M |
| Guidance Capital, Inc. | 0001958743 | Apr 17, 2024 | 165 | $271.7M |
| VELA Investment Management, LLC | 0001895612 | May 13, 2024 | 142 | $271.6M |
| Spider Management Company, LLC | 0001791621 | Apr 29, 2024 | 4 | $271.6M |
| FC Advisory LLC | 0001683754 | Apr 22, 2024 | 95 | $271.5M |
| Aristotle Pacific Capital, LLC | 0001844577 | Jan 7, 2025 | 6 | $271.4M |
| Acima Private Wealth, LLC | 0001761961 | May 14, 2024 | 198 | $271.2M |
| Wealth Effects LLC | 0001907254 | Apr 22, 2024 | 217 | $271.1M |
| Nicollet Investment Management, Inc. | 0001729048 | May 2, 2024 | 68 | $271.0M |
| Legacy Capital Group California, Inc. | 0001977092 | May 7, 2024 | 300 | $271.0M |
| Auour Investments LLC | 0001789310 | May 1, 2024 | 80 | $271.0M |
| Mediatel Partners | 0001133939 | May 8, 2024 | 3 | $270.9M |
| Ace Management Global Ltd. | 0002030139 | Jul 12, 2024 | 5 | $270.6M |
| University of Illinois Foundation | 0001994249 | May 10, 2024 | 4 | $270.5M |
| Washington University | 0000903603 | Apr 29, 2024 | 5 | $270.4M |
| Hollow Brook Wealth Management LLC | 0001455251 | May 15, 2024 | 82 | $270.4M |
| Weaver Consulting Group | 0001780055 | Apr 16, 2024 | 199 | $270.2M |
| Modus Advisors, LLC | 0001799284 | Apr 2, 2024 | 103 | $270.1M |
| First United Bank & Trust | 0001214183 | Apr 29, 2024 | 415 | $270.1M |
| Quantum Private Wealth, LLC | 0001929662 | May 7, 2024 | 179 | $270.0M |
| Tejara Capital Ltd | 0001879713 | May 14, 2024 | 72 | $270.0M |
| West Wealth Group, LLC | 0001923591 | May 8, 2024 | 79 | $269.9M |
| Front Row Advisors LLC | 0001729254 | May 14, 2024 | 935 | $269.7M |
| PYA Waltman Capital, LLC | 0001800135 | May 13, 2024 | 66 | $269.6M |
| New Harbor Financial Group, LLC | 0001548577 | May 1, 2024 | 45 | $269.5M |
| WealthBridge Investment Counsel Inc. | 0001799425 | Apr 19, 2024 | 43 | $269.5M |
| KPS Global Asset Management UK Ltd | 0001799162 | May 15, 2024 | 4 | $269.3M |
| Aljian Capital Management, LLC | 0001731260 | May 6, 2024 | 35 | $269.1M |
| Seascape Capital Management | 0001418342 | Apr 29, 2024 | 104 | $269.1M |
| Prevail Innovative Wealth Advisors, LLC | 0001989941 | May 10, 2024 | 158 | $269.0M |
| Cumberland Advisors Inc. | 0001255435 | Apr 15, 2024 | 56 | $268.9M |
| Chase Investment Counsel Corp. | 0000019475 | May 2, 2024 | 132 | $268.7M |
| Verde Servicos Internacionais S.A. | 0001629290 | Apr 29, 2024 | 29 | $268.6M |
| Greenfield Seitz Capital Management, LLC | 0002097528 | Nov 24, 2025 | 105 | $268.4M |
| Norman Fields, Gottscho Capital Management, LLC | 0001352449 | Apr 5, 2024 | 58 | $268.4M |
| Pecaut & Co. | 0001597200 | May 7, 2024 | 78 | $268.3M |
| Patriot Financial Partners Gp, LP | 0001470261 | May 15, 2024 | 9 | $268.1M |
| AIMZ Investment Advisors, LLC | 0001630365 | May 10, 2024 | 120 | $268.1M |
| Empower Annuity Insurance Co | 0001444597 | May 15, 2024 | 1 | $267.6M |
| Roberts Wealth Advisors, LLC | 0001885319 | Apr 18, 2024 | 94 | $267.6M |
| Hyundai Investments Co., Ltd. | 0001892772 | May 14, 2024 | 1 | $267.4M |