| Shoker Investment Counsel, Inc. | 0001599623 | Nov 1, 2024 | 103 | $297.4M |
| Bulldog Investors, LLP | 0001504304 | Nov 14, 2024 | 141 | $297.4M |
| FC Advisory LLC | 0001683754 | Oct 7, 2024 | 102 | $297.4M |
| Hilltop Partners LLC | 0001957867 | Nov 12, 2024 | 109 | $297.2M |
| Winmill & Co. Inc. | 0000052234 | Nov 14, 2024 | 54 | $297.2M |
| Claar Advisors LLC | 0001593410 | Dec 10, 2024 | 20 | $297.2M |
| Wade Financial Advisory, Inc | 0001802670 | Oct 28, 2024 | 81 | $297.1M |
| Beach Point Capital Management LP | 0001453885 | Oct 18, 2024 | 8 | $296.9M |
| Caden Capital Partners, LP | 0001893767 | Nov 14, 2024 | 14 | $296.6M |
| Bayberry Capital Partners LP | 0001771524 | Nov 14, 2024 | 18 | $296.5M |
| 3G Capital Partners LP | 0001421669 | Nov 14, 2024 | 13 | $296.5M |
| Balefire, LLC | 0001750924 | Oct 15, 2024 | 245 | $296.2M |
| Diana Davis Spencer Foundation | 0001633391 | Nov 7, 2024 | 4 | $296.2M |
| X-Square Capital, LLC | 0001729300 | Oct 22, 2024 | 161 | $295.9M |
| Arcataur Capital Management LLC | 0001987321 | Oct 22, 2024 | 96 | $295.6M |
| Weybosset Research & Management LLC | 0001280604 | Oct 2, 2024 | 52 | $295.5M |
| Ami Investment Management Inc. | 0001122241 | Oct 4, 2024 | 70 | $295.4M |
| Quantum Private Wealth, LLC | 0001929662 | Oct 31, 2024 | 187 | $295.4M |
| Packer & Co Ltd | 0001664017 | Nov 4, 2024 | 3 | $294.8M |
| Schorn Wealth LLC | 0001792851 | Oct 22, 2024 | 61 | $294.7M |
| Catalina Capital Group, LLC | 0002018090 | Oct 30, 2024 | 347 | $294.6M |
| Absolute Gestao de Investimentos Ltda. | 0001622610 | Nov 7, 2024 | 34 | $294.5M |
| Cadent Capital Advisors, LLC | 0001803536 | Oct 18, 2024 | 154 | $294.3M |
| Kerrisdale Advisers, LLC | 0001569688 | Nov 14, 2024 | 97 | $294.1M |
| Legacy Financial Group, Inc. | 0001965579 | Nov 13, 2024 | 79 | $294.1M |
| Beacon Financial Advisory LLC | 0001800502 | Oct 30, 2024 | 298 | $294.1M |
| Fairfield Financial Advisors, LTD | 0002033232 | Oct 28, 2024 | 290 | $293.8M |
| West Family Investments, Inc. | 0001568303 | Nov 8, 2024 | 293 | $293.7M |
| Mount Lucas Management LP | 0001185072 | Nov 6, 2024 | 145 | $293.6M |
| ShankerValleau Wealth Advisors, Inc. | 0001903273 | Oct 8, 2024 | 32 | $293.6M |
| Monterey Private Wealth, Inc. | 0001839826 | Oct 3, 2024 | 124 | $293.5M |
| Astoria Portfolio Advisors LLC. | 0001931642 | Oct 15, 2024 | 208 | $293.5M |
| Bard Associates Inc. | 0001105907 | Nov 6, 2024 | 177 | $293.4M |
| Ghost Tree Capital, LLC | 0001595851 | Nov 14, 2024 | 51 | $293.2M |
| Indiana Trust & Investment Management Co | 0001356407 | Oct 16, 2024 | 487 | $293.2M |
| Borer Denton & Associates, Inc. | 0001993607 | Nov 12, 2024 | 61 | $293.2M |
| Provident Wealth Management, LLC | 0001799797 | Oct 16, 2024 | 125 | $293.1M |
| Chesapeake Wealth Management | 0001730383 | Nov 7, 2024 | 157 | $293.1M |
| Oasis Management Co Ltd. | 0001317904 | Nov 14, 2024 | 74 | $293.0M |
| AIMZ Investment Advisors, LLC | 0001630365 | Nov 13, 2024 | 124 | $293.0M |
| White Pine Capital LLC | 0001137429 | Nov 12, 2024 | 215 | $292.7M |
| Iron Horse Wealth Management, LLC | 0001836270 | Oct 22, 2024 | 507 | $292.6M |
| VELA Investment Management, LLC | 0001895612 | Oct 29, 2024 | 137 | $292.5M |
| Magnitude Capital, LLC | 0001556278 | Nov 14, 2024 | 1 | $292.0M |
| K2 Principal Fund, L.P. | 0001461790 | Nov 15, 2024 | 222 | $291.9M |
| CJM Wealth Advisers, Ltd. | 0001992748 | Oct 3, 2024 | 69 | $291.9M |
| Westend Capital Management, LLC | 0001331997 | Oct 10, 2024 | 246 | $291.8M |
| Garner Asset Management Corp | 0001714093 | Nov 12, 2024 | 151 | $291.8M |
| Hillman Capital Management, Inc. | 0001314620 | Nov 14, 2024 | 52 | $291.6M |
| Pacifica Capital Investments, LLC | 0001486713 | Nov 14, 2024 | 16 | $291.5M |
| Ogorek Anthony Joseph /NY/ | 0000714364 | Nov 8, 2024 | 274 | $291.4M |
| Ruedi Wealth Management, Inc. | 0001940678 | Oct 22, 2024 | 343 | $291.3M |
| Rench Wealth Management, Inc. | 0001599016 | Nov 14, 2024 | 45 | $291.3M |
| Millstreet Capital Management LLC | 0001590729 | Nov 14, 2024 | 3 | $291.2M |
| Formula Growth Ltd. | 0001093219 | Nov 13, 2024 | 109 | $291.2M |
| Morgan Dempsey Capital Management LLC | 0001050463 | Nov 8, 2024 | 99 | $291.1M |
| Olympus Wealth Management, LLC | 0001995674 | Oct 29, 2024 | 16 | $290.9M |
| TTP Investments, Inc. | 0001682576 | Jan 21, 2025 | 32 | $290.8M |
| Peregrine Asset Advisers, Inc. | 0001535227 | Nov 4, 2024 | 181 | $290.7M |
| Sycamore Partners Management, L.P. | 0001632833 | Nov 14, 2024 | 1 | $290.7M |
| HWG Holdings LP | 0001599390 | Oct 23, 2024 | 51 | $290.7M |
| Orchard Capital Management, LLC | 0001858319 | Nov 13, 2024 | 57 | $290.6M |
| Robinson Capital Management, LLC | 0001599795 | Nov 7, 2024 | 226 | $290.4M |
| JRM Investment Counsel, LLC | 0001631084 | Nov 14, 2024 | 20 | $290.4M |
| Sequent Planning LLC | 0002009724 | Nov 14, 2024 | 146 | $290.3M |
| VR Advisory Services Ltd | 0001348145 | Nov 14, 2024 | 41 | $290.2M |
| Vert Asset Management LLC | 0001904664 | Oct 17, 2024 | 42 | $290.1M |
| HighVista Strategies LLC | 0001335325 | Nov 14, 2024 | 142 | $290.0M |
| Samjo Management, LLC | 0001986590 | Nov 12, 2024 | 53 | $289.8M |
| Ararat Capital Management LP | 0001768757 | Nov 14, 2024 | 18 | $289.8M |
| Ausbil Investment Management Ltd | 0001966036 | Oct 23, 2024 | 74 | $289.7M |
| AlphaMark Advisors, LLC | 0001348183 | Oct 16, 2024 | 707 | $289.7M |
| Fonville Wealth Management LLC | 0002008703 | Oct 28, 2024 | 116 | $289.4M |
| Nicollet Investment Management, Inc. | 0001729048 | Nov 6, 2024 | 70 | $289.3M |
| Great Oak Capital Partners, LLC | 0002012868 | Oct 8, 2024 | 34 | $289.2M |
| West Branch Capital LLC | 0001738723 | Oct 18, 2024 | 626 | $289.2M |
| Van Strum & Towne Inc. | 0001080173 | Nov 12, 2024 | 105 | $288.9M |
| Atlas Brown,Inc. | 0001388168 | Oct 18, 2024 | 207 | $288.7M |
| RWQ Financial Management Services, Inc. | 0001846544 | Oct 29, 2024 | 25 | $288.6M |
| Hibernia Wealth Partners, LLC | 0001950637 | Oct 24, 2024 | 124 | $288.5M |
| Financial Perspectives, Inc | 0002003287 | Oct 17, 2024 | 685 | $288.5M |
| Investment Advisory Group, LLC | 0001910273 | Oct 15, 2024 | 168 | $288.2M |
| Adamsbrown Wealth Consultants LLC | 0001911244 | Oct 11, 2024 | 93 | $288.2M |
| Trybe Capital Management LP | 0001807902 | Nov 14, 2024 | 6 | $288.2M |
| Cornell Pochily Investment Advisors, Inc. | 0001736260 | Oct 15, 2024 | 175 | $288.0M |
| Centerpoint Advisors, LLC | 0001733788 | Oct 15, 2024 | 482 | $287.6M |
| Allegiance Financial Group Advisory Services LLC | 0001964068 | Nov 13, 2024 | 79 | $287.4M |
| Lion Street Advisors, LLC | 0001801991 | Oct 10, 2024 | 261 | $287.1M |
| Oxler Private Wealth LLC | 0001846002 | Oct 11, 2024 | 86 | $287.0M |
| VPR Management LLC | 0001894203 | Nov 13, 2024 | 56 | $287.0M |
| Valtinson Bruner Financial Planning LLC | 0001761450 | Nov 5, 2024 | 137 | $286.9M |
| Henry James International Management Inc. | 0001750423 | Oct 30, 2024 | 98 | $286.9M |
| Hendley & Co. Inc. | 0001084207 | Oct 31, 2024 | 54 | $286.8M |
| Red Wave Investments LLC | 0001846493 | Nov 14, 2024 | 110 | $286.8M |
| Buska Wealth Management, LLC | 0001910503 | Jan 10, 2025 | 58 | $286.7M |
| Valley Forge Investment Consultants Inc. Adv | 0000920655 | Nov 14, 2024 | 87 | $286.7M |
| Coyle Financial Counsel LLC | 0001593038 | Nov 12, 2024 | 70 | $286.6M |
| Greenstone Partners & Co., LLC | 0001845565 | Nov 14, 2024 | 9 | $286.6M |
| Missouri Trust & Investment Co | 0001908186 | Nov 5, 2024 | 397 | $286.5M |
| Post Oak Energy Holdings, LLC | 0001911838 | Nov 14, 2024 | 1 | $286.5M |