| Mad River Investors | 0001384484 | Oct 22, 2024 | 26 | $180.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0001920117 | Oct 15, 2024 | 158 | $180.3M |
| Intrepid Capital Management Inc. | 0001092838 | Nov 14, 2024 | 99 | $180.3M |
| RCS Financial Planning, LLC | 0001963347 | Oct 22, 2024 | 68 | $180.1M |
| Proactive Wealth Strategies LLC | 0002043129 | Nov 4, 2024 | 124 | $180.1M |
| Security National Bank of So Dak | 0001105909 | Nov 12, 2024 | 101 | $180.0M |
| Crown Oak Advisors, LLC | 0002009273 | Oct 16, 2024 | 22 | $180.0M |
| Aikya Investment Management Ltd | 0002005403 | Nov 15, 2024 | 3 | $180.0M |
| Ping Capital Management, Inc. | 0001804352 | Oct 18, 2024 | 57 | $179.8M |
| Harvest Management LLC | 0001140315 | Nov 14, 2024 | 40 | $179.4M |
| Summit Place Financial Advisors, LLC | 0001801413 | Oct 24, 2024 | 91 | $179.3M |
| Dempze Nancy E | 0001592614 | Nov 12, 2024 | 101 | $179.2M |
| Bayview Asset Management, LLC | 0001767366 | Nov 12, 2024 | 24 | $179.2M |
| MQS Management LLC | 0001759395 | Nov 5, 2024 | 413 | $179.1M |
| Alpha Family Trust | 0001568991 | Nov 7, 2024 | 154 | $179.1M |
| Viewpoint Capital Management LLC | 0001906223 | Oct 24, 2024 | 140 | $178.9M |
| Econ Financial Services Corp | 0001659718 | Oct 18, 2024 | 69 | $178.8M |
| CCG Wealth Management, LLC | 0001771169 | Oct 15, 2024 | 72 | $178.7M |
| Old North State Wealth Management, LLC | 0002041262 | Oct 29, 2024 | 108 | $178.5M |
| Krensavage Asset Management, LLC | 0001609251 | Nov 15, 2024 | 13 | $178.5M |
| Peak XV Partners Operations LLC | 0001886840 | Nov 12, 2024 | 3 | $178.4M |
| Spectrum Wealth Advisory Group, LLC | 0001776821 | Nov 7, 2024 | 45 | $178.3M |
| Burns Matteson Capital Management, LLC | 0001894164 | Oct 10, 2024 | 158 | $178.3M |
| Granite Bay Wealth Management, LLC | 0001911472 | Oct 3, 2024 | 44 | $178.3M |
| Pharo Management, Inc. | 0001478032 | Nov 14, 2024 | 2 | $178.3M |
| Chaney Capital Management, Inc. | 0002012041 | Oct 30, 2024 | 36 | $178.2M |
| Lanham O'Dell & Company, Inc. | 0001926344 | Oct 22, 2024 | 23 | $178.2M |
| Aspect Partners, LLC | 0001985284 | Oct 15, 2024 | 556 | $178.2M |
| Sound Stewardship, LLC | 0001998101 | Oct 24, 2024 | 60 | $178.2M |
| Prosperity Financial Group, Inc. | 0001991334 | Nov 13, 2024 | 152 | $178.0M |
| Sterling Investment Advisors LLC | 0001009198 | Oct 21, 2024 | 34 | $177.8M |
| Stuart Investment Advisors, Inc. | 0001910180 | Oct 21, 2024 | 16 | $177.8M |
| Southern Capital Advisors, LLC | 0001909249 | Oct 24, 2024 | 75 | $177.8M |
| Cincinnati Casualty Co. | 0001279888 | Nov 7, 2024 | 24 | $177.4M |
| RE Dickinson Investment Advisors, LLC | 0001801241 | Nov 13, 2024 | 241 | $177.4M |
| Seldon Capital LP | 0001867731 | Nov 12, 2024 | 65 | $177.3M |
| Family CFO Inc | 0001911695 | Oct 17, 2024 | 73 | $177.3M |
| Grand Wealth Management, LLC | 0001939443 | Nov 4, 2024 | 66 | $177.3M |
| Central Valley Advisors, LLC | 0002010698 | Oct 4, 2024 | 129 | $177.2M |
| Concorde Asset Management, LLC | 0001631773 | Nov 12, 2024 | 175 | $177.2M |
| Miller Value Partners | 0001135778 | Nov 14, 2024 | 30 | $177.2M |
| CMG Global Holdings, LLC | 0001839445 | Nov 12, 2024 | 94 | $177.1M |
| Delphi Financial Group, Inc. | 0000859139 | Nov 1, 2024 | 21 | $177.1M |
| Ivy Lane Capital Management, LLC | 0001839851 | Nov 7, 2024 | 12 | $177.0M |
| FMB Wealth Management | 0002040224 | Nov 4, 2024 | 75 | $176.9M |
| Halter Ferguson Financial Inc. | 0001842665 | Nov 13, 2024 | 32 | $176.8M |
| Latitude Advisors, LLC | 0001843715 | Oct 29, 2024 | 190 | $176.7M |
| Granite FO LLC | 0002034090 | Oct 18, 2024 | 186 | $176.7M |
| iSAM Funds (UK) Ltd | 0001919867 | Nov 14, 2024 | 283 | $176.6M |
| Hardin Capital Partners, LLC | 0002033094 | Oct 18, 2024 | 116 | $176.6M |
| von Borstel & Associates, Inc. | 0002041065 | Oct 15, 2024 | 36 | $176.5M |
| Luminus Management LLC | 0001279151 | Nov 14, 2024 | 18 | $176.5M |
| PACK Private Wealth, LLC | 0001907212 | Oct 28, 2024 | 41 | $176.4M |
| Brendel Financial Advisors LLC | 0001768065 | Oct 9, 2024 | 94 | $176.4M |
| Brigade Capital Management, LP | 0001421306 | Nov 14, 2024 | 13 | $176.4M |
| Dover Advisors, LLC | 0001964541 | Oct 15, 2024 | 133 | $176.3M |
| Western Financial Corp | 0001954480 | Oct 21, 2024 | 120 | $176.2M |
| Shelton Wealth Management, LLC | 0001903883 | Oct 21, 2024 | 110 | $176.2M |
| NVP Associates, LLC | 0001545692 | Nov 12, 2024 | 8 | $176.1M |
| Westerly Capital Management, LLC | 0001546172 | Nov 14, 2024 | 40 | $176.1M |
| Whitford Management LLC | 0001957726 | Nov 14, 2024 | 16 | $176.0M |
| Orleans Capital Management Corp. | 0001013234 | Nov 14, 2024 | 94 | $176.0M |
| AllSquare Wealth Management LLC | 0001633674 | Nov 13, 2024 | 542 | $176.0M |
| Mittelman Wealth Management | 0002021464 | Nov 18, 2024 | 28 | $176.0M |
| Triton Wealth Management, PLLC | 0001791126 | Oct 4, 2024 | 89 | $176.0M |
| Prairie Sky Financial Group LLC | 0001985274 | Oct 15, 2024 | 81 | $175.9M |
| EntryPoint Capital, LLC | 0001992519 | Nov 13, 2024 | 594 | $175.8M |
| MN Wealth Advisors, LLC | 0001992972 | Oct 15, 2024 | 96 | $175.7M |
| School Employees Retirement Board of Ohio | 0000315024 | Oct 22, 2024 | 6 | $175.7M |
| Brogan Financial, Inc. | 0001889918 | Nov 14, 2024 | 52 | $175.7M |
| RedJay Asset Management Inc. | 0002057370 | Feb 21, 2025 | 17 | $175.6M |
| NCP Inc. | 0002023709 | Nov 13, 2024 | 136 | $175.5M |
| Athena Investment Management | 0001921093 | Nov 12, 2024 | 151 | $175.4M |
| Cna Financial Corp. | 0000021175 | Nov 14, 2024 | 12 | $175.3M |
| Nvest Financial, LLC | 0001915315 | Oct 9, 2024 | 91 | $175.3M |
| 272 Capital LP | 0001841077 | Dec 5, 2024 | 61 | $175.0M |
| GEM Asset Management, LLC | 0001963319 | Oct 9, 2024 | 91 | $174.9M |
| Northland Capital Management LLC | 0001693032 | Oct 22, 2024 | 31 | $174.7M |
| Kades & Cheifetz LLC | 0001957259 | Oct 2, 2024 | 94 | $174.6M |
| Financial Futures Ltd Liability Co. | 0001911616 | Oct 24, 2024 | 53 | $174.5M |
| Hiley Hunt Wealth Management | 0002048051 | Dec 17, 2024 | 38 | $174.5M |
| Grandview Asset Management LLC | 0001766791 | Oct 4, 2024 | 64 | $174.5M |
| CarsonAllaria Wealth Management, Ltd. | 0001900946 | Oct 21, 2024 | 395 | $174.4M |
| Stone House Capital Management, LLC | 0001589943 | Nov 14, 2024 | 4 | $174.2M |
| New Republic Capital, LLC | 0001989988 | Nov 4, 2024 | 236 | $174.2M |
| Accent Capital Management, LLC | 0002014179 | Nov 6, 2024 | 208 | $174.2M |
| Bull Oak Capital, LLC | 0001824263 | Oct 23, 2024 | 124 | $174.1M |
| Acute Investment Advisory, LLC | 0001944780 | Oct 29, 2024 | 15 | $174.1M |
| Lagoda Investment Management, L.P. | 0001632108 | Nov 14, 2024 | 34 | $174.1M |
| Dogwood Wealth Management LLC | 0002056922 | Feb 28, 2025 | 591 | $173.9M |
| LCM Capital Management Inc | 0001861752 | Oct 28, 2024 | 96 | $173.9M |
| Paces Ferry Wealth Advisors, LLC | 0001819919 | Nov 12, 2024 | 119 | $173.8M |
| Roger Wittlin Investment Advisory, LLC | 0001911328 | Nov 8, 2024 | 54 | $173.8M |
| AYAL Capital Advisors Ltd | 0002011524 | Nov 14, 2024 | 28 | $173.8M |
| Factorial Partners, LLC | 0001732687 | Nov 8, 2024 | 75 | $173.8M |
| Kestrel Investment Management Corp. | 0000917579 | Nov 12, 2024 | 40 | $173.7M |
| Alliance Wealth Advisors, LLC | 0001849724 | Oct 16, 2024 | 137 | $173.7M |
| PFS Partners, LLC | 0002002654 | Nov 1, 2024 | 446 | $173.6M |
| Emprise Bank | 0002018815 | Oct 1, 2024 | 98 | $173.6M |
| Matrix Private Capital Group LLC | 0001906866 | Nov 14, 2024 | 152 | $173.5M |