| Carmel Capital Management L.L.C. | 0001878547 | Oct 17, 2024 | 28 | $266.6M |
| Medina Value Partners, LLC | 0001843543 | Nov 14, 2024 | 16 | $266.6M |
| Veery Capital, LLC | 0001844375 | Nov 6, 2024 | 94 | $266.5M |
| Walled Lake Planning & Wealth Management, LLC | 0001812177 | Nov 14, 2024 | 132 | $266.3M |
| UG Investment Advisers Ltd. | 0001697814 | Oct 29, 2024 | 11 | $266.2M |
| Cabot-Wellington, LLC | 0001353198 | Oct 25, 2024 | 4 | $266.0M |
| Bouvel Investment Partners, LLC | 0001839122 | Nov 5, 2024 | 77 | $265.9M |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0001869164 | Nov 15, 2024 | 186 | $265.9M |
| Peachtree Investment Partners, LLC | 0001743863 | Nov 12, 2024 | 113 | $265.9M |
| Mediatel Partners | 0001133939 | Nov 8, 2024 | 3 | $265.7M |
| Verity Asset Management, Inc. | 0001597298 | Oct 31, 2024 | 205 | $265.6M |
| Vista Investment Management | 0001740140 | Nov 14, 2024 | 173 | $265.3M |
| Shaker Financial Services, LLC | 0001511794 | Oct 31, 2024 | 157 | $265.3M |
| Ceera Investments, LLC | 0001860698 | Nov 7, 2024 | 102 | $265.3M |
| Leeward Financial Partners, LLC | 0001735201 | Oct 30, 2024 | 85 | $265.1M |
| Bandera Partners LLC | 0001399386 | Nov 12, 2024 | 18 | $264.9M |
| Mystic Asset Management, Inc. | 0001912460 | Nov 12, 2024 | 177 | $264.9M |
| Pure Portfolios Holdings LLC | 0002041678 | Oct 18, 2024 | 105 | $264.8M |
| Financial Life Advisors | 0001730813 | Oct 21, 2024 | 48 | $264.7M |
| One Fin Capital Management LP | 0001753875 | Nov 14, 2024 | 18 | $264.7M |
| Seaside Wealth Management, Inc. | 0001929977 | Oct 25, 2024 | 59 | $264.6M |
| Cerro Pacific Wealth Advisors LLC | 0001842669 | Oct 9, 2024 | 149 | $264.5M |
| Arq Wealth Advisors, LLC | 0001811827 | Nov 5, 2024 | 93 | $264.5M |
| Multicoin Capital Management, LLC | 0002017172 | Nov 13, 2024 | 3 | $264.4M |
| Pineridge Advisors LLC | 0002012421 | Oct 18, 2024 | 608 | $264.3M |
| Vance Wealth, LLC | 0001910854 | Nov 8, 2024 | 100 | $264.2M |
| Manatuck Hill Partners, LLC | 0001467902 | Nov 14, 2024 | 118 | $264.1M |
| Howard Bailey Securities, LLC | 0002043986 | Nov 8, 2024 | 164 | $263.9M |
| Omega Financial Group, LLC | 0001767982 | Oct 7, 2024 | 81 | $263.9M |
| Point Windward Advisors Inc. | 0001356202 | Oct 16, 2024 | 98 | $263.8M |
| Vishria Bird Financial Group, LLC | 0001746438 | Nov 6, 2024 | 82 | $263.7M |
| Bourne Lent Asset Management Inc. | 0001128286 | Oct 15, 2024 | 62 | $263.5M |
| OneAscent Wealth Management LLC | 0001844707 | Nov 7, 2024 | 178 | $263.4M |
| Socorro Asset Management LP | 0001781882 | Nov 14, 2024 | 32 | $263.4M |
| Denver PWM, LLC | 0001657980 | Dec 3, 2024 | 159 | $263.3M |
| Heathbridge Capital Management Ltd. | 0001503269 | Oct 16, 2024 | 29 | $263.2M |
| One Charles Private Wealth Services, LLC | 0001800938 | Nov 12, 2024 | 153 | $263.0M |
| FFG Partners, LLC | 0002045972 | Dec 9, 2024 | 28 | $263.0M |
| Bracebridge Capital, LLC | 0001426486 | Nov 14, 2024 | 37 | $262.9M |
| Bishop & Co Investment Management, LLC | 0001603276 | Nov 12, 2024 | 25 | $262.6M |
| ADW Capital Management, LLC | 0001745214 | Nov 14, 2024 | 5 | $262.6M |
| Intergy Private Wealth, LLC | 0001911342 | Oct 17, 2024 | 88 | $262.5M |
| Morling Financial Advisors, LLC | 0001905198 | Oct 18, 2024 | 100 | $262.4M |
| Kelleher Financial Advisors | 0001507971 | Nov 8, 2024 | 119 | $262.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0001510870 | Nov 5, 2024 | 138 | $262.4M |
| Encompass More Asset Management | 0002011218 | Nov 14, 2024 | 189 | $262.4M |
| Anfield Capital Management, LLC | 0001602020 | Nov 8, 2024 | 454 | $262.3M |
| Excalibur Management Corp. | 0001009003 | Nov 14, 2024 | 167 | $262.3M |
| Level Financial Advisors | 0001871734 | Oct 10, 2024 | 75 | $262.0M |
| Corbyn Investment Management Inc. | 0000919538 | Nov 7, 2024 | 65 | $261.7M |
| Calton & Associates, Inc. | 0000822648 | Oct 21, 2024 | 241 | $261.7M |
| Transatlantique Private Wealth LLC | 0001935000 | Nov 13, 2024 | 210 | $261.7M |
| Veracity Capital LLC | 0001811005 | Oct 18, 2024 | 202 | $261.6M |
| Joseph Group Capital Management | 0001910383 | Nov 7, 2024 | 80 | $261.5M |
| Rede Wealth, LLC | 0001842054 | Oct 18, 2024 | 104 | $261.5M |
| Team Hewins, LLC | 0001964760 | Jul 8, 2025 | 38 | $261.4M |
| All Terrain Financial Advisors, LLC | 0001731358 | Nov 13, 2024 | 80 | $261.2M |
| Naman Capital Ltda | 0001946136 | Nov 14, 2024 | 11 | $261.1M |
| Eagle Bay Advisors LLC | 0001862864 | Oct 22, 2024 | 1,365 | $261.1M |
| FWL Investment Management, LLC | 0001829231 | Nov 14, 2024 | 298 | $261.1M |
| Aisling Capital Management LP | 0001766721 | Nov 13, 2024 | 16 | $261.1M |
| DLK Investment Management, LLC | 0002016793 | Oct 9, 2024 | 113 | $261.0M |
| Taylor Hoffman Capital Management LLC | 0002042493 | Nov 12, 2024 | 114 | $260.9M |
| McCarthy & Cox | 0002020726 | Oct 10, 2024 | 56 | $260.9M |
| Windward Private Wealth Management Inc. | 0001835866 | Nov 1, 2024 | 47 | $260.8M |
| Kennicott Capital Management LLC | 0001863265 | Oct 21, 2024 | 44 | $260.7M |
| ARCH Venture Management, LLC | 0001274403 | Nov 14, 2024 | 9 | $260.6M |
| Silverlake Wealth Management LLC | 0001966026 | Oct 10, 2024 | 275 | $260.2M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0001327944 | Oct 16, 2024 | 130 | $260.1M |
| Impact Asset Management GmbH | 0002068799 | May 30, 2025 | 69 | $260.0M |
| Autumn Glory Partners, LLC | 0001911621 | Oct 24, 2024 | 197 | $260.0M |
| Oldfather Financial Services, LLC | 0001775530 | Oct 28, 2024 | 76 | $259.9M |
| Wind River Trust Co | 0001657703 | Oct 24, 2024 | 9 | $259.9M |
| Vesa Equity Investment S.a r.l. | 0001810554 | Nov 7, 2024 | 1 | $259.8M |
| Northeast Financial Group, Inc. | 0001965773 | Nov 6, 2024 | 79 | $259.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0001697375 | Oct 18, 2024 | 378 | $259.7M |
| Adirondack Trust Co. | 0001054257 | Oct 8, 2024 | 489 | $259.6M |
| Emergence GP Partners, LLC | 0001589115 | Nov 8, 2024 | 3 | $259.6M |
| RBA Wealth Management, LLC | 0001776296 | Oct 21, 2024 | 88 | $259.5M |
| jvl associates llc | 0001915765 | Oct 4, 2024 | 56 | $259.4M |
| First Sabrepoint Capital Management LP | 0001731530 | Nov 15, 2024 | 29 | $259.4M |
| Bridgefront Capital, LLC | 0001725690 | Nov 14, 2024 | 501 | $259.4M |
| Raleigh Capital Management Inc. | 0001911726 | Oct 21, 2024 | 998 | $259.4M |
| PCG Wealth Advisors, LLC | 0001905393 | Oct 16, 2024 | 122 | $259.3M |
| Thomas H Lee Partners LP | 0001260945 | Nov 8, 2024 | 1 | $259.3M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0002079571 | Aug 29, 2025 | 177 | $259.2M |
| Aubrey Capital Management Ltd | 0001730754 | Nov 6, 2024 | 60 | $259.2M |
| Carmel Capital Partners, LLC | 0001900481 | Nov 1, 2024 | 167 | $259.1M |
| Robertson Opportunity Capital, LLC | 0001352122 | Nov 14, 2024 | 29 | $258.8M |
| Running Point Capital Advisors, LLC | 0001840629 | Nov 12, 2024 | 151 | $258.7M |
| Laurus Global Equity Management Inc. | 0001869316 | Oct 17, 2024 | 42 | $258.7M |
| Horan Securities, Inc. | 0001671623 | Nov 12, 2024 | 139 | $258.6M |
| Old West Investment Management, LLC | 0001549358 | Nov 19, 2024 | 58 | $258.6M |
| Juncture Wealth Strategies, LLC | 0001632866 | Oct 9, 2024 | 120 | $258.3M |
| Hoxton Planning & Management, LLC | 0001954782 | Oct 8, 2024 | 201 | $258.2M |
| Sage Financial Management Group, Inc. | 0001762086 | Oct 17, 2024 | 53 | $257.9M |
| Yakira Capital Management, Inc. | 0001584639 | Nov 13, 2024 | 263 | $257.9M |
| Keystone Financial Services | 0001865158 | Nov 5, 2024 | 97 | $257.9M |
| FACT Capital, LP | 0001964400 | Nov 14, 2024 | 18 | $257.8M |
| Vitruvian Partners LLP | 0001692590 | Nov 12, 2024 | 6 | $257.5M |