| Red Wave Investments LLC | 0001846493 | Aug 9, 2024 | 103 | $271.1M |
| Hilltop Partners LLC | 0001957867 | Aug 1, 2024 | 98 | $271.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0001973849 | Jul 26, 2024 | 99 | $270.8M |
| LongView Wealth Management | 0001990190 | Jul 22, 2024 | 182 | $270.8M |
| Financial Perspectives, Inc | 0002003287 | Aug 9, 2024 | 681 | $270.8M |
| Altrafin AG | 0002110313 | Feb 17, 2026 | 60 | $270.7M |
| Northern Right Capital Management, L.P. | 0001346543 | Aug 14, 2024 | 28 | $270.6M |
| Garner Asset Management Corp | 0001714093 | Aug 12, 2024 | 150 | $270.3M |
| TrueWealth Advisors, LLC | 0001817714 | Jul 24, 2024 | 218 | $270.3M |
| M3F, Inc. | 0001511291 | Aug 13, 2024 | 34 | $270.2M |
| Lion Street Advisors, LLC | 0001801991 | Jul 12, 2024 | 261 | $270.2M |
| Oxler Private Wealth LLC | 0001846002 | Jul 30, 2024 | 83 | $270.2M |
| RFP Financial Group LLC | 0001956564 | Jul 25, 2024 | 914 | $270.1M |
| First Washington CORP | 0001390043 | Aug 12, 2024 | 58 | $270.1M |
| Greenfield Seitz Capital Management, LLC | 0002097528 | Nov 24, 2025 | 102 | $270.0M |
| Benchmark Financial Wealth Advisors, LLC | 0001757706 | Jul 23, 2024 | 90 | $269.9M |
| Value Star Asset Management (Hong Kong) Ltd | 0001842246 | Jul 25, 2024 | 18 | $269.8M |
| Glassy Mountain Advisors, Inc. | 0001914617 | Aug 1, 2024 | 56 | $269.7M |
| Passive Capital Management, LLC. | 0001958250 | Sep 25, 2024 | 66 | $269.4M |
| Legion Partners Asset Management, LLC | 0001560207 | Aug 14, 2024 | 12 | $269.4M |
| BNC Wealth Management, LLC | 0001821549 | Aug 5, 2024 | 99 | $269.3M |
| West Branch Capital LLC | 0001738723 | Jul 26, 2024 | 429 | $269.2M |
| Highland Financial Advisors, LLC | 0001939237 | Jul 17, 2024 | 54 | $268.9M |
| Phraction Management LLC | 0001907803 | Aug 1, 2024 | 66 | $268.9M |
| Flagstone Financial Management | 0001968890 | Jul 24, 2024 | 45 | $268.8M |
| First United Bank & Trust | 0001214183 | Aug 12, 2024 | 402 | $268.7M |
| Auour Investments LLC | 0001789310 | Jul 19, 2024 | 78 | $268.5M |
| Samjo Management, LLC | 0001986590 | Aug 13, 2024 | 53 | $268.5M |
| NFSG Corp | 0001879757 | Sep 11, 2024 | 1,093 | $268.4M |
| First Citizens Asset Management, Inc. | 0001964116 | Apr 28, 2026 | 33 | $268.3M |
| Hayek Kallen Investment Management | 0001430681 | Jul 18, 2024 | 92 | $268.2M |
| BBJS Financial Advisors, LLC | 0001966040 | Jul 16, 2024 | 172 | $268.2M |
| Seascape Capital Management | 0001418342 | Jul 30, 2024 | 99 | $268.2M |
| Sovereign Investment Advisors, LLC | 0001908165 | Aug 13, 2024 | 33 | $268.2M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0002071170 | Aug 14, 2025 | 564 | $267.9M |
| Beacon Financial Advisory LLC | 0001800502 | Jul 26, 2024 | 291 | $267.8M |
| Nicollet Investment Management, Inc. | 0001729048 | Aug 7, 2024 | 68 | $267.8M |
| Clean Yield Group | 0001525865 | Jul 10, 2024 | 366 | $267.7M |
| LCNB Corp. | 0001074902 | Aug 14, 2024 | 173 | $267.7M |
| Sector Gamma As | 0001475373 | Aug 9, 2024 | 28 | $267.7M |
| Bulldog Investors, LLP | 0001504304 | Aug 9, 2024 | 142 | $267.6M |
| VPR Management LLC | 0001894203 | Aug 14, 2024 | 51 | $267.6M |
| Monterey Private Wealth, Inc. | 0001839826 | Jul 9, 2024 | 118 | $267.5M |
| Financial Advisory Partners, LLC | 0001994252 | Jul 22, 2024 | 67 | $267.4M |
| MGB Wealth Management, LLC | 0002015822 | Aug 12, 2024 | 277 | $267.4M |
| Elevatus Welath Management | 0001982776 | Aug 14, 2024 | 105 | $267.4M |
| ARK & TLK Investments, LLC | 0002013188 | Jul 29, 2024 | 106 | $267.4M |
| Field & Main Bank | 0001594492 | Jul 25, 2024 | 246 | $267.0M |
| IronBridge Private Wealth, LLC | 0001850996 | Aug 14, 2024 | 43 | $267.0M |
| Weybosset Research & Management LLC | 0001280604 | Jul 22, 2024 | 47 | $266.8M |
| Cordatus Wealth Management LLC | 0001715862 | Jul 18, 2024 | 121 | $266.7M |
| Evexia Wealth LLC | 0001975710 | Jul 31, 2024 | 61 | $266.4M |
| ArchPoint Investors | 0001483472 | Aug 13, 2024 | 71 | $266.3M |
| TTP Investments, Inc. | 0001682576 | Jul 11, 2024 | 33 | $266.2M |
| ARCH Venture Management, LLC | 0001274403 | Aug 14, 2024 | 9 | $266.0M |
| Permit Capital, LLC | 0001313978 | Aug 14, 2024 | 30 | $266.0M |
| Great Oak Capital Partners, LLC | 0002012868 | Aug 13, 2024 | 33 | $265.8M |
| Empirical Asset Management, LLC | 0001926596 | Aug 12, 2024 | 348 | $265.8M |
| KP Management LLC | 0002036769 | Sep 19, 2024 | 58 | $265.6M |
| MY.Alpha Management HK Advisors Ltd | 0001910173 | Aug 12, 2024 | 16 | $265.5M |
| Highline Wealth Partners LLC | 0002042654 | Oct 28, 2024 | 570 | $265.4M |
| Missouri Trust & Investment Co | 0001908186 | Aug 14, 2024 | 401 | $265.4M |
| Sio Capital Management, LLC | 0001482416 | Aug 14, 2024 | 46 | $265.2M |
| Sykon Capital LLC | 0001988408 | Aug 8, 2024 | 90 | $265.1M |
| SWF LLC | 0002065728 | Aug 1, 2025 | 2 | $264.9M |
| Brown University | 0001664741 | Jul 26, 2024 | 10 | $264.8M |
| Life Line Wealth Management LLC | 0002035872 | Oct 31, 2024 | 21 | $264.7M |
| Saturn V Capital Management LP | 0001964437 | Aug 14, 2024 | 26 | $264.6M |
| Lombard Odier Asset Management (USA) Corp | 0001491719 | Aug 14, 2024 | 173 | $264.6M |
| 360 Financial, Inc. | 0001802324 | Aug 9, 2024 | 89 | $264.6M |
| Stoneridge Investment Partners LLC | 0001108831 | Aug 8, 2024 | 127 | $264.5M |
| Pecaut & Co. | 0001597200 | Aug 7, 2024 | 70 | $264.5M |
| Valley Forge Investment Consultants Inc. Adv | 0000920655 | Aug 9, 2024 | 83 | $264.2M |
| Legacy Financial Group, Inc. | 0001965579 | Aug 12, 2024 | 72 | $264.1M |
| Promethos Capital, LLC | 0001908619 | Aug 12, 2024 | 75 | $264.0M |
| White Pine Capital LLC | 0001137429 | Aug 13, 2024 | 210 | $263.9M |
| AllGen Financial Advisors, Inc. | 0001964809 | Aug 12, 2024 | 37 | $263.7M |
| Skaana Management L.P. | 0001860998 | Jul 31, 2024 | 106 | $263.3M |
| Earned Wealth Advisors, LLC | 0001905663 | Aug 2, 2024 | 92 | $263.3M |
| Empower Annuity Insurance Co | 0001444597 | Nov 13, 2024 | 1 | $263.2M |
| Oak Family Advisors, LLC | 0001846161 | Jul 23, 2024 | 122 | $263.0M |
| Cornell Pochily Investment Advisors, Inc. | 0001736260 | Jul 17, 2024 | 166 | $263.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0001729755 | Aug 14, 2024 | 124 | $263.0M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0002079571 | Aug 29, 2025 | 162 | $263.0M |
| Hobbs Group Advisors, LLC | 0002012280 | Jul 22, 2024 | 605 | $262.9M |
| RFG Holdings, Inc. | 0001845210 | Jul 15, 2024 | 47 | $262.9M |
| Standard General L.P. | 0001409888 | Aug 14, 2024 | 3 | $262.7M |
| Aquamarine Capital (Aquamarine Zurich) | 0001953324 | Jul 11, 2024 | 14 | $262.6M |
| Catalina Capital Group, LLC | 0002018090 | Jul 24, 2024 | 311 | $262.5M |
| Olde Wealth Management, LLC | 0001840760 | Aug 9, 2024 | 106 | $262.5M |
| Summit Securities Group LLC | 0001531593 | Jul 26, 2024 | 486 | $262.5M |
| Viola Ventures V.C. Management 4 Ltd. | 0001965208 | Aug 5, 2024 | 5 | $262.2M |
| Jeppson Wealth Management, LLC | 0001831263 | Aug 5, 2024 | 205 | $262.1M |
| Iron Horse Wealth Management, LLC | 0001836270 | Jul 22, 2024 | 489 | $261.8M |
| Cerro Pacific Wealth Advisors LLC | 0001842669 | Aug 9, 2024 | 149 | $261.5M |
| WealthBridge Investment Counsel Inc. | 0001799425 | Jul 16, 2024 | 44 | $261.4M |
| Bard Associates Inc. | 0001105907 | Aug 12, 2024 | 172 | $261.3M |
| Allegiance Financial Group Advisory Services LLC | 0001964068 | Jul 24, 2024 | 72 | $261.2M |
| Anatole Investment Management Ltd | 0001693745 | Aug 14, 2024 | 7 | $261.1M |
| Bell & Brown Wealth Advisors, LLC | 0001725362 | Aug 13, 2024 | 69 | $261.0M |