| Sandbox Financial Partners, LLC | 0001844892 | Jul 15, 2024 | 97 | $260.9M |
| Allred Capital Management, LLC | 0001765885 | Aug 13, 2024 | 171 | $260.9M |
| Bourne Lent Asset Management Inc. | 0001128286 | Aug 1, 2024 | 61 | $260.8M |
| MKA Charitable Fund | 0002010351 | Aug 6, 2024 | 1 | $260.8M |
| Sicart Associates LLC | 0001696494 | Aug 5, 2024 | 72 | $260.6M |
| McCarthy & Cox | 0002020726 | Jul 23, 2024 | 51 | $260.5M |
| Bill Few Associates, Inc. | 0001914644 | Jul 16, 2024 | 173 | $260.5M |
| Swiss Re Ltd. | 0001519921 | Aug 14, 2024 | 2 | $260.4M |
| Snow Phipps Group, LLC | 0001698661 | Jul 18, 2024 | 2 | $260.3M |
| Alpine Investment Management Ltd | 0001964631 | Aug 13, 2024 | 8 | $260.3M |
| Fielder Capital Group LLC | 0002010765 | Aug 1, 2024 | 196 | $260.2M |
| Stiles Financial Services Inc | 0001904832 | Aug 1, 2024 | 183 | $260.0M |
| 3G Capital Partners LP | 0001421669 | Aug 14, 2024 | 14 | $260.0M |
| Tranquility Partners, LLC | 0001783773 | Jul 25, 2024 | 212 | $259.9M |
| Pennsylvania Capital Management Inc. | 0001004140 | Jul 12, 2024 | 87 | $259.9M |
| TenCore Partners, LP | 0001755784 | Aug 14, 2024 | 13 | $259.8M |
| Nine Ten Capital Management LLC | 0001635236 | Aug 14, 2024 | 10 | $259.8M |
| Flat Footed LLC | 0001799456 | Aug 14, 2024 | 10 | $259.7M |
| Arcus Capital Partners, LLC | 0001651960 | Jul 24, 2024 | 111 | $259.6M |
| Gitterman Wealth Management, LLC | 0001861558 | Aug 12, 2024 | 109 | $259.4M |
| Barometer Capital Management Inc. | 0001536890 | Aug 9, 2024 | 173 | $259.3M |
| Richard W. Paul & Associates, LLC | 0001964203 | Jul 23, 2024 | 497 | $259.1M |
| Snider Financial Group | 0001820681 | Aug 2, 2024 | 61 | $259.0M |
| Augustine Asset Management Inc. | 0000778963 | Aug 1, 2024 | 95 | $258.9M |
| TriaGen Wealth Management LLC | 0001843848 | Jul 18, 2024 | 159 | $258.9M |
| Investment Advisory Group, LLC | 0001910273 | Jul 31, 2024 | 165 | $258.8M |
| Yeomans Consulting Group, Inc. | 0002014739 | Jul 25, 2024 | 90 | $258.7M |
| Columbus Macro, LLC | 0001727269 | Jul 12, 2024 | 173 | $258.7M |
| Gill Capital Partners, LLC | 0000729563 | Jul 10, 2024 | 125 | $258.6M |
| Bouvel Investment Partners, LLC | 0001839122 | Jul 12, 2024 | 77 | $258.5M |
| Columbia Bank | 0002017259 | Aug 6, 2024 | 149 | $258.4M |
| Delta Financial Advisors LLC | 0001790295 | Aug 6, 2024 | 114 | $258.2M |
| CoreCommodity Management, LLC | 0001301743 | Aug 14, 2024 | 133 | $258.2M |
| Townsend Asset Management Corp. /NC/ | 0000709089 | Jul 25, 2024 | 196 | $258.0M |
| Ceeto Capital Group, LLC | 0001722439 | Aug 14, 2024 | 165 | $257.9M |
| Towne Trust Company, N.A | 0001102256 | Aug 13, 2024 | 368 | $257.8M |
| TFG Advisers LLC | 0001806473 | Jul 25, 2024 | 195 | $257.7M |
| Financial Partners Group, LLC | 0001965246 | Jul 15, 2024 | 96 | $257.6M |
| Kepos Capital LP | 0001512020 | Aug 13, 2024 | 229 | $257.5M |
| Savoir Faire Capital Management, L.P. | 0001710593 | Aug 9, 2024 | 53 | $257.3M |
| Adamsbrown Wealth Consultants LLC | 0001911244 | Jul 12, 2024 | 84 | $256.9M |
| Carmel Capital Management L.L.C. | 0001878547 | Aug 12, 2024 | 27 | $256.7M |
| Socorro Asset Management LP | 0001781882 | Aug 14, 2024 | 32 | $256.7M |
| Eos Management, L.P. | 0001548882 | Jul 29, 2024 | 42 | $256.6M |
| Privium Fund Management (UK) Ltd | 0001845773 | Aug 2, 2024 | 164 | $256.5M |
| High Ground Investment Management LLP | 0001828180 | Jul 22, 2024 | 10 | $256.5M |
| Dodds Wealth, LLC | 0001973728 | Jul 25, 2024 | 56 | $256.2M |
| Cutler Capital Management, LLC | 0001353098 | Aug 14, 2024 | 111 | $256.2M |
| SS&H Financial Advisors, Inc. | 0001911735 | Sep 10, 2024 | 119 | $256.1M |
| Birmingham Capital Management Co. Inc. | 0000918504 | Aug 28, 2024 | 104 | $256.1M |
| Triumph Capital Management | 0001730765 | Feb 14, 2025 | 240 | $256.1M |
| Corundum Group, Inc. | 0001486083 | Jul 17, 2024 | 101 | $256.0M |
| Brooklyn FI, LLC | 0001916123 | Aug 7, 2024 | 59 | $255.9M |
| Seven Springs Wealth Group, LLC | 0001803898 | Jul 30, 2024 | 62 | $255.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0001510870 | Jul 31, 2024 | 139 | $255.7M |
| Continental General Insurance Co. | 0000024046 | Aug 14, 2024 | 6 | $255.6M |
| Warther Private Wealth, LLC | 0001954551 | Jul 11, 2024 | 84 | $255.5M |
| Comprehensive Financial Consultants Institutional, Inc. | 0001915714 | Jul 17, 2024 | 158 | $255.4M |
| Cabot-Wellington, LLC | 0001353198 | Jul 25, 2024 | 4 | $255.4M |
| Thames Capital Management LLC | 0001714267 | Aug 13, 2024 | 25 | $255.4M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0002033881 | Sep 12, 2024 | 94 | $255.3M |
| Verity Asset Management, Inc. | 0001597298 | Aug 8, 2024 | 203 | $255.0M |
| Peachtree Investment Partners, LLC | 0001743863 | Aug 12, 2024 | 97 | $254.9M |
| Schiavi & Co LLC | 0001840014 | Aug 8, 2024 | 34 | $254.9M |
| Chiron Investment Management, LLC | 0001688882 | Aug 13, 2024 | 71 | $254.9M |
| Ferguson Shapiro LLC | 0001767433 | Aug 2, 2024 | 62 | $254.9M |
| BHK Investment Advisors, LLC | 0001710539 | Aug 6, 2024 | 64 | $254.8M |
| Camarda Financial Advisors, LLC | 0001536444 | Aug 13, 2024 | 75 | $254.5M |
| Stableford Capital II LLC | 0001842089 | Jul 23, 2024 | 133 | $254.5M |
| Patriot Financial Partners Gp, LP | 0001470261 | Aug 9, 2024 | 9 | $254.5M |
| Notis-McConarty Edward | 0001592616 | Aug 12, 2024 | 90 | $254.5M |
| Union Heritage Capital, LLC | 0001862428 | Jan 10, 2025 | 59 | $254.3M |
| CWS Financial Advisors, LLC | 0001802459 | Jul 31, 2024 | 106 | $254.2M |
| LFL Advisers, LLC | 0001694127 | Aug 14, 2024 | 11 | $254.1M |
| Sterling Investment Counsel, LLC | 0001925853 | Jul 25, 2024 | 164 | $254.0M |
| Ruedi Wealth Management, Inc. | 0001940678 | Jul 17, 2024 | 491 | $254.0M |
| Wolf Group Capital Advisors | 0001579111 | Jul 30, 2024 | 127 | $253.9M |
| Colton Groome Financial Advisors, LLC | 0001780330 | Jul 24, 2024 | 123 | $253.7M |
| Peregrine Asset Advisers, Inc. | 0001535227 | Aug 9, 2024 | 164 | $253.6M |
| Fiduciary Family Office, LLC | 0002020280 | Aug 1, 2024 | 195 | $253.5M |
| Metropolitan Life Insurance Co | 0000728618 | Aug 13, 2024 | 10 | $253.4M |
| Morton Brown Family Wealth, LLC | 0001909851 | Jul 30, 2024 | 221 | $253.3M |
| Mint Tower Capital Management B.V. | 0001666606 | Aug 12, 2024 | 135 | $253.1M |
| Westwood Wealth Management | 0001861125 | Aug 14, 2024 | 39 | $253.1M |
| Yakira Capital Management, Inc. | 0001584639 | Aug 13, 2024 | 273 | $253.0M |
| ClearAlpha Technologies LP | 0001972331 | Aug 13, 2024 | 223 | $252.9M |
| Montgomery Investment Management Inc. | 0001272544 | Jul 12, 2024 | 91 | $252.7M |
| Fonville Wealth Management LLC | 0002008703 | Jul 30, 2024 | 97 | $252.4M |
| Three Bridge Wealth Advisors, LLC | 0001950962 | Aug 14, 2024 | 91 | $252.3M |
| Long Path Partners LP | 0001905112 | Aug 14, 2024 | 10 | $252.3M |
| KFG Wealth Management, LLC | 0001919344 | Jul 19, 2024 | 157 | $252.2M |
| Valtinson Bruner Financial Planning LLC | 0001761450 | Aug 5, 2024 | 126 | $252.1M |
| Strategic Advocates LLC | 0001991340 | Jul 11, 2024 | 119 | $252.1M |
| Harvest Investment Services, LLC | 0001591097 | Aug 13, 2024 | 184 | $252.0M |
| Millstreet Capital Management LLC | 0001590729 | Aug 14, 2024 | 3 | $251.8M |
| Argent Advisors, Inc. | 0001426851 | Jul 29, 2024 | 134 | $251.7M |
| Sawyer & Company, Inc | 0001722436 | Jul 31, 2024 | 179 | $251.7M |
| One Fin Capital Management LP | 0001753875 | Aug 14, 2024 | 19 | $251.5M |
| Magnitude Capital, LLC | 0001556278 | Aug 14, 2024 | 1 | $251.4M |
| Orion Investment Co | 0002033920 | Aug 15, 2024 | 64 | $251.0M |