| Jessup Wealth Management, Inc | 0001963536 | Jul 26, 2024 | 57 | $234.5M |
| TSA Wealth Managment LLC | 0001963669 | Jul 26, 2024 | 64 | $234.5M |
| Visa Foundation | 0001709478 | Aug 2, 2024 | 2 | $234.5M |
| Stonebridge Capital Management Inc. | 0000051812 | Jul 9, 2024 | 83 | $234.4M |
| Aragon Global Management, LP | 0001991518 | Aug 14, 2024 | 16 | $234.4M |
| Central Valley Advisors, LLC | 0002010698 | Jul 12, 2024 | 137 | $234.3M |
| Lynch Asset Management, Inc. | 0001906719 | Jul 22, 2024 | 42 | $234.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 0001903859 | Jul 31, 2024 | 76 | $234.2M |
| Sculati Wealth Management, LLC | 0001803397 | Aug 9, 2024 | 102 | $234.1M |
| Santori & Peters, Inc. | 0001730959 | Jul 22, 2024 | 58 | $234.0M |
| Clear Rock Advisors, LLC | 0001810372 | Sep 3, 2024 | 70 | $234.0M |
| Capital Advisory Group Advisory Services, LLC | 0001803229 | Jul 22, 2024 | 149 | $234.0M |
| Pinnacle Financial Group, LLC / IL | 0001905962 | Aug 8, 2024 | 72 | $233.8M |
| Weik Capital Management | 0001278793 | Aug 9, 2024 | 93 | $233.8M |
| ShankerValleau Wealth Advisors, Inc. | 0001903273 | Jul 2, 2024 | 26 | $233.6M |
| Rivermont Capital Management LP | 0001965613 | Aug 14, 2024 | 19 | $233.6M |
| Lincoln Capital Corp. | 0000872359 | Jul 24, 2024 | 82 | $233.5M |
| Stonehearth Capital Management, LLC | 0001550191 | Jul 5, 2024 | 79 | $233.5M |
| Forager Capital Management, LLC | 0001802986 | Aug 14, 2024 | 14 | $233.5M |
| Siguler Guff Advisers, LLC | 0001328551 | Jul 25, 2024 | 5 | $233.5M |
| Northeast Financial Group, Inc. | 0001965773 | Jul 15, 2024 | 75 | $233.4M |
| Mezzasalma Advisors, LLC | 0001864916 | Jul 30, 2024 | 76 | $233.2M |
| Intrepid Financial Planning Group LLC | 0001641296 | Aug 12, 2024 | 127 | $233.1M |
| Gunderson Capital Management LLC | 0001792397 | Jul 11, 2024 | 39 | $233.0M |
| Pacifica Partners Inc. | 0001799900 | Jul 11, 2024 | 530 | $233.0M |
| American Financial Group Inc. | 0001042046 | Aug 8, 2024 | 68 | $232.9M |
| Rakuten Securities, Inc. | 0002009539 | Jul 31, 2024 | 714 | $232.9M |
| Pabrai Investments (Dalal Street) | 0001549575 | Aug 13, 2024 | 4 | $232.8M |
| Wealth Management Resources, Inc. | 0001063516 | Jul 17, 2024 | 33 | $232.8M |
| Campbell Capital Management Inc. | 0000826794 | Aug 14, 2024 | 49 | $232.7M |
| Fortem Financial Group, LLC | 0001766509 | Aug 2, 2024 | 167 | $232.6M |
| Arvin Capital Management LP | 0001961738 | Aug 13, 2024 | 21 | $232.5M |
| Brooklyn Investment Group | 0001795705 | Aug 12, 2024 | 229 | $232.5M |
| GP Brinson Investments LLC | 0001860928 | Jul 2, 2024 | 16 | $232.4M |
| Takeda Pharmaceutical Co. Ltd. | 0001395064 | Feb 13, 2025 | 13 | $232.3M |
| Client 1ST Advisory Group, LLC | 0001802816 | Aug 8, 2024 | 116 | $232.2M |
| Harbor Island Capital LLC | 0001730580 | Jul 25, 2024 | 15 | $232.2M |
| Potrero Capital Research LLC | 0001536630 | Aug 14, 2024 | 27 | $232.0M |
| Newton One Investments LLC | 0001842787 | Jul 17, 2024 | 116 | $232.0M |
| Roth Financial Partners LLC | 0001840888 | Jul 3, 2024 | 32 | $231.8M |
| Gray Wealth Management Inc. | 0001958397 | Aug 9, 2024 | 133 | $231.8M |
| Murphy Pohlad Asset Management LLC | 0001569148 | Jul 17, 2024 | 115 | $231.8M |
| Thomas Story & Son LLC | 0001505207 | Aug 2, 2024 | 53 | $231.7M |
| venBio Partners LLC | 0001776382 | Aug 14, 2024 | 6 | $231.5M |
| Horan Securities, Inc. | 0001671623 | Aug 9, 2024 | 123 | $231.3M |
| Clayton Financial Group LLC | 0002011212 | Aug 1, 2024 | 106 | $231.2M |
| Arq Wealth Advisors, LLC | 0001811827 | Aug 5, 2024 | 83 | $231.1M |
| Eukles Asset Management | 0001632553 | Aug 1, 2024 | 235 | $231.1M |
| Aisling Capital Management LP | 0001766721 | Aug 8, 2024 | 15 | $231.1M |
| Point72 Italy, S.r.l. | 0002006887 | Aug 14, 2024 | 23 | $231.0M |
| Bank Ozk | 0001569650 | Jul 29, 2024 | 148 | $231.0M |
| Libra Wealth LLC | 0001925385 | Aug 13, 2024 | 53 | $231.0M |
| Private Wealth Management Group, LLC | 0002011342 | Aug 13, 2024 | 1,496 | $230.9M |
| Biltmore Wealth Management, LLC | 0001598102 | Jul 12, 2024 | 54 | $230.8M |
| Centennial Wealth Advisory LLC | 0001839421 | Jul 22, 2024 | 139 | $230.8M |
| Level Financial Advisors | 0001871734 | Jul 23, 2024 | 67 | $230.8M |
| Cobalt Capital Management, Inc. | 0001086762 | Aug 14, 2024 | 22 | $230.7M |
| Turiya Advisors Asia Ltd | 0001554179 | Aug 12, 2024 | 3 | $230.6M |
| Adaptive Financial Consulting, LLC | 0001804717 | Jul 25, 2024 | 19 | $230.6M |
| Addison Capital Co | 0001581465 | Jul 25, 2024 | 140 | $230.6M |
| Seneca House Advisors | 0001731359 | Jul 12, 2024 | 80 | $230.5M |
| Employees' Retirement Fund of the City of Fort Worth | 0001986812 | Aug 8, 2024 | 12 | $230.4M |
| Kercheville Advisors, LLC | 0001890748 | Jul 30, 2024 | 84 | $230.4M |
| CGC Financial Services, LLC | 0001992785 | Jul 17, 2024 | 353 | $230.4M |
| P Schoenfeld Asset Management LP | 0001040198 | Aug 14, 2024 | 30 | $230.4M |
| G&S Capital LLC | 0001731448 | Jul 30, 2024 | 119 | $230.1M |
| Shaker Investments LLC | 0001009005 | Jul 26, 2024 | 88 | $230.0M |
| Skyline Advisors, Inc. | 0001843832 | Jul 30, 2024 | 80 | $229.9M |
| PCG Wealth Advisors, LLC | 0001905393 | Jul 15, 2024 | 119 | $229.9M |
| Sachetta, LLC | 0002010574 | Aug 7, 2024 | 1,234 | $229.9M |
| Long Road Investment Counsel, LLC | 0001620081 | Aug 13, 2024 | 71 | $229.7M |
| Hoertkorn Richard Charles | 0001598177 | Jul 22, 2024 | 85 | $229.6M |
| Morling Financial Advisors, LLC | 0001905198 | Aug 7, 2024 | 90 | $229.4M |
| Beacon Wealthcare LLC | 0001849336 | Jul 3, 2024 | 19 | $229.4M |
| Monumental Financial Group Inc. | 0001861798 | Aug 5, 2024 | 41 | $229.3M |
| Alta Fundamental Advisers LLC | 0001641604 | Aug 14, 2024 | 22 | $229.3M |
| Nordwand Advisors, LLC | 0001962713 | Aug 5, 2024 | 151 | $229.3M |
| HAP Trading, LLC | 0001484972 | Aug 14, 2024 | 92 | $229.2M |
| Private Wealth Advisors, LLC | 0001787027 | Jul 23, 2024 | 75 | $229.0M |
| Barbara Oil Co. | 0001599670 | Aug 12, 2024 | 76 | $228.8M |
| Beddow Capital Management Inc. | 0001278641 | Aug 13, 2024 | 59 | $228.7M |
| Signature Wealth Management Group | 0001736666 | Jul 15, 2024 | 100 | $228.3M |
| S. R. Schill & Associates | 0001616004 | Jul 15, 2024 | 80 | $228.3M |
| Arch Capital Group LTD. | 0000947484 | Aug 6, 2024 | 3 | $228.3M |
| Cherrydale Wealth Management, LLC | 0001907327 | Jul 11, 2024 | 67 | $228.1M |
| Tiller Private Wealth, Inc. | 0001663649 | Jul 19, 2024 | 50 | $227.9M |
| First Dallas Securities Inc. | 0001378559 | Aug 2, 2024 | 117 | $227.8M |
| Zullo Investment Group, Inc. | 0001909760 | Aug 13, 2024 | 151 | $227.8M |
| Topel & Distasi Wealth Management, LLC | 0001880087 | Aug 9, 2024 | 76 | $227.6M |
| 7G Capital Management, LLC | 0001720350 | Aug 15, 2024 | 8 | $227.6M |
| Spider Management Company, LLC | 0001791621 | Jul 31, 2024 | 4 | $227.4M |
| Essential Planning, LLC. | 0001949824 | Aug 14, 2024 | 71 | $227.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 0001862427 | Aug 14, 2024 | 87 | $227.2M |
| Enzi Wealth | 0001887441 | Jul 22, 2024 | 62 | $227.2M |
| Selective Wealth Management, Inc. | 0001755670 | Jul 10, 2024 | 102 | $227.1M |
| Eagle Capital Management, LLC | 0001600746 | Jul 16, 2024 | 39 | $226.9M |
| DORVAL Corp | 0001999144 | Aug 2, 2024 | 27 | $226.9M |
| Manatuck Hill Partners, LLC | 0001467902 | Aug 14, 2024 | 105 | $226.9M |
| Foguth Wealth Management, LLC. | 0002016322 | Jul 16, 2024 | 132 | $226.8M |
| Old West Investment Management, LLC | 0001549358 | Aug 9, 2024 | 58 | $226.7M |