| First Dallas Securities Inc. | 0001378559 | Nov 18, 2024 | 119 | $239.3M |
| Creative Capital Management Investments LLC | 0001957363 | Oct 29, 2024 | 240 | $239.2M |
| Silver Heights Capital Management Inc | 0001705712 | Nov 13, 2024 | 5 | $239.1M |
| Algebris (uk) Ltd. | 0001700286 | Nov 13, 2024 | 24 | $239.1M |
| Accretive Wealth Partners, LLC | 0001844444 | Nov 12, 2024 | 131 | $239.1M |
| Conrad N. Hilton Foundation | 0001729242 | Nov 14, 2024 | 4 | $239.0M |
| Monaco Asset Management SAM | 0001803593 | Nov 7, 2024 | 58 | $238.9M |
| Pinion Investment Advisors, LLC | 0001738738 | Nov 12, 2024 | 154 | $238.9M |
| Gold Investment Management Ltd. | 0002006008 | Oct 31, 2024 | 208 | $238.9M |
| Aragon Global Management, LP | 0001991518 | Nov 14, 2024 | 13 | $238.7M |
| Wafra Inc. | 0000920440 | Nov 12, 2024 | 2 | $238.7M |
| Davis Investment Partners, LLC | 0001963865 | Oct 7, 2024 | 118 | $238.7M |
| Hassell Wealth Management, LLC | 0001965270 | Nov 5, 2024 | 27 | $238.6M |
| Commonwealth Retirement Investments LLC | 0001963787 | Nov 5, 2024 | 91 | $238.5M |
| G&S Capital LLC | 0001731448 | Oct 16, 2024 | 119 | $238.5M |
| Wills Financial Group, Inc. | 0001525109 | Nov 14, 2024 | 65 | $238.4M |
| Kings Path Partners LLC | 0002030974 | Oct 10, 2024 | 299 | $238.3M |
| Hanover Advisors Inc. | 0000914973 | Nov 14, 2024 | 93 | $238.1M |
| Sentry Investment Management LLC | 0000089014 | Oct 30, 2024 | 477 | $237.9M |
| WIM INVESTMENT MANAGEMENT Ltd | 0002042565 | Nov 7, 2024 | 14 | $237.8M |
| Bennett Selby Investments LP | 0001840740 | Oct 10, 2024 | 75 | $237.8M |
| Lynch Asset Management, Inc. | 0001906719 | Oct 24, 2024 | 43 | $237.8M |
| OLIO Financial Planning | 0001906766 | Oct 16, 2024 | 52 | $237.7M |
| WorthPointe, LLC | 0001921448 | Nov 13, 2024 | 80 | $237.6M |
| Jacobsen Capital Management | 0001782491 | Oct 25, 2024 | 102 | $237.6M |
| Seneca House Advisors | 0001731359 | Oct 4, 2024 | 88 | $237.4M |
| One Degree Advisors Inc | 0002005743 | Oct 18, 2024 | 60 | $237.2M |
| Castellan Group | 0001832521 | Nov 25, 2024 | 59 | $237.2M |
| Palisades Hudson Asset Management, L.P. | 0001388443 | Oct 30, 2024 | 104 | $237.0M |
| Kercheville Advisors, LLC | 0001890748 | Oct 24, 2024 | 85 | $237.0M |
| Infusive Asset Management Inc. | 0001749333 | Nov 14, 2024 | 38 | $237.0M |
| Arvin Capital Management LP | 0001961738 | Nov 14, 2024 | 21 | $236.9M |
| Investment Research & Advisory Group, Inc. | 0001802136 | Oct 23, 2024 | 209 | $236.9M |
| Clarus Group, Inc. | 0001844568 | Oct 21, 2024 | 111 | $236.8M |
| Brightline Capital Management, LLC | 0001432450 | Nov 13, 2024 | 20 | $236.8M |
| Sonata Capital Group Inc. | 0001172036 | Nov 1, 2024 | 113 | $236.6M |
| Uptick Partners, LLC | 0002005353 | Nov 1, 2024 | 156 | $236.5M |
| Spectrum Asset Management, Inc. (NB/CA) | 0001632078 | Oct 22, 2024 | 94 | $236.4M |
| Ovata Capital Management Ltd | 0001724517 | Nov 13, 2024 | 33 | $236.2M |
| Visa Foundation | 0001709478 | Nov 6, 2024 | 2 | $236.2M |
| 325 Capital LLC | 0001873893 | Nov 14, 2024 | 11 | $236.2M |
| Purus Wealth Management, LLC | 0001844250 | Nov 12, 2024 | 117 | $236.1M |
| Prairiewood Capital, LLC | 0001839695 | Oct 15, 2024 | 79 | $236.1M |
| Gunderson Capital Management LLC | 0001792397 | Oct 8, 2024 | 40 | $236.1M |
| Perry Creek Capital LP | 0001769704 | Nov 14, 2024 | 12 | $236.1M |
| Berkshire Capital Holdings Inc. | 0001133742 | Nov 12, 2024 | 90 | $235.7M |
| Providence First Trust Co | 0001713735 | Nov 12, 2024 | 97 | $235.6M |
| Dean Capital Management | 0001455468 | Nov 14, 2024 | 137 | $235.5M |
| Maxwell Wealth Strategies Inc. | 0001993410 | Nov 6, 2024 | 106 | $235.3M |
| BCS Wealth Management | 0001798172 | Oct 17, 2024 | 167 | $235.1M |
| Greenhaven Road Investment Management, L.P. | 0001741129 | Nov 13, 2024 | 15 | $235.1M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0002033881 | Nov 7, 2024 | 91 | $235.0M |
| Weinberger Asset Management, Inc | 0002051705 | Feb 4, 2025 | 82 | $234.6M |
| Sivik Global Healthcare LLC | 0001596452 | Nov 6, 2024 | 33 | $234.6M |
| Oxbow Capital Management (HK) Ltd | 0001713269 | Nov 15, 2024 | 9 | $234.6M |
| ClearAlpha Technologies LP | 0001972331 | Nov 14, 2024 | 208 | $234.5M |
| LifeGuide Financial Advisors, LLC | 0001908585 | Oct 7, 2024 | 41 | $234.4M |
| S Squared Technology, LLC | 0001322924 | Nov 14, 2024 | 33 | $234.4M |
| INCA Investments LLC | 0001513137 | Nov 5, 2024 | 10 | $234.3M |
| Solitude Financial Services | 0001839890 | Oct 30, 2024 | 34 | $234.3M |
| Power Wealth Management LLC | 0002001039 | Nov 12, 2024 | 93 | $234.2M |
| Horizon Investment Services, LLC | 0001426940 | Nov 12, 2024 | 122 | $234.0M |
| Sterling Financial Group, Inc. | 0001991301 | Oct 22, 2024 | 66 | $234.0M |
| Leisure Capital Management | 0001631507 | Oct 16, 2024 | 141 | $234.0M |
| Bond & Devick Financial Network, Inc. | 0001843495 | Nov 4, 2024 | 157 | $233.9M |
| Altus Wealth Group LLC | 0001842572 | Oct 22, 2024 | 144 | $233.9M |
| Lazari Capital Management, Inc. | 0001986389 | Oct 22, 2024 | 159 | $233.8M |
| Indaba Capital Management, L.P. | 0001524362 | Nov 14, 2024 | 9 | $233.7M |
| Intrepid Financial Planning Group LLC | 0001641296 | Nov 4, 2024 | 127 | $233.5M |
| American Financial Group Inc. | 0001042046 | Nov 12, 2024 | 66 | $233.5M |
| StrongBox Wealth, LLC | 0001812155 | Nov 12, 2024 | 87 | $233.4M |
| Capital Wealth Management, LLC | 0001730456 | Oct 18, 2024 | 40 | $233.4M |
| Omnia Family Wealth, LLC | 0001696136 | Nov 6, 2024 | 79 | $233.3M |
| Brick & Kyle, Associates | 0001632253 | Nov 14, 2024 | 55 | $233.2M |
| University of Massachusetts Foundation, Inc. | 0001802874 | Oct 23, 2024 | 4 | $233.2M |
| Fusion Capital, LLC | 0001802955 | Nov 12, 2024 | 76 | $233.1M |
| Lind Value II ApS | 0001891185 | Oct 4, 2024 | 4 | $233.0M |
| Marks Wealth, LLC | 0001838660 | Oct 18, 2024 | 27 | $233.0M |
| Elevation Wealth Partners, LLC | 0001976256 | Oct 4, 2024 | 479 | $233.0M |
| Waterway Wealth Management, LLC | 0001992193 | Oct 21, 2024 | 73 | $232.8M |
| Morris Financial Concepts, Inc. | 0001387386 | Oct 30, 2024 | 193 | $232.8M |
| Beacon Bridge Wealth Partners, LLC | 0001965468 | Nov 12, 2024 | 87 | $232.7M |
| Acorn Wealth Advisors, LLC | 0001730610 | Nov 13, 2024 | 227 | $232.7M |
| Bernzott Capital Advisors | 0001260468 | Oct 25, 2024 | 35 | $232.4M |
| Canopy Partners, LLC | 0001960860 | Nov 12, 2024 | 210 | $232.3M |
| 7G Capital Management, LLC | 0001720350 | Nov 12, 2024 | 8 | $232.3M |
| Straight Path Wealth Management | 0001902506 | Nov 6, 2024 | 98 | $232.1M |
| Grant/GrossMendelsohn, LLC | 0001810677 | Oct 15, 2024 | 148 | $232.1M |
| Lowe Wealth Advisors, LLC | 0001574010 | Oct 2, 2024 | 318 | $232.1M |
| Orin Green Financial, LLC | 0001844227 | Oct 16, 2024 | 83 | $231.9M |
| MADDEN SECURITIES Corp | 0001803566 | Oct 10, 2024 | 106 | $231.9M |
| Standard General L.P. | 0001409888 | Nov 14, 2024 | 3 | $231.9M |
| Tiemann Investment Advisors, LLC | 0001575151 | Nov 14, 2024 | 197 | $231.9M |
| Hoertkorn Richard Charles | 0001598177 | Oct 22, 2024 | 82 | $231.8M |
| Ranger Global Real Estate Advisors, LLC | 0001689007 | Nov 13, 2024 | 20 | $231.8M |
| Unique Wealth Strategies, LLC | 0002009809 | Jul 14, 2026 | 189 | $231.8M |
| Atlas Wealth LLC | 0001964106 | Nov 14, 2024 | 82 | $231.7M |
| Mendel Money Management | 0001600585 | Nov 7, 2024 | 134 | $231.3M |
| Optimum Investment Advisors | 0001037763 | Oct 16, 2024 | 636 | $231.3M |
| Invenio Wealth Partners LLC | 0001989341 | Nov 13, 2024 | 98 | $231.2M |