| First American Trust, FSB | 0000036066 | Nov 12, 2024 | 226 | $1.0B |
| GAMMA Investing LLC | 0002010235 | Oct 7, 2024 | 3,575 | $1.0B |
| Siemens AG | 0000940418 | Nov 14, 2024 | 2 | $1.0B |
| FJ Investments, LLC | 0001903573 | Nov 1, 2024 | 4 | $1.0B |
| Pictet North America Advisors SA | 0001599576 | Oct 22, 2024 | 142 | $1.0B |
| Morningstar Investment Management LLC | 0001673385 | Nov 12, 2024 | 214 | $1.0B |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0000885415 | Oct 25, 2024 | 167 | $1.0B |
| Pacific Life Fund Advisors LLC | 0001499091 | Oct 28, 2024 | 21 | $1.0B |
| Harbor Investment Advisory, LLC | 0001468792 | Oct 4, 2024 | 1,144 | $1.0B |
| N.E.W. Advisory Services LLC | 0001803456 | Oct 31, 2024 | 183 | $1.0B |
| Quantitative Investment Management, LLC | 0001445911 | Nov 14, 2024 | 310 | $1.0B |
| Guardian Capital Advisors LP | 0001512652 | Nov 12, 2024 | 167 | $1.0B |
| Texas Capital Bank Wealth Management Services Inc | 0001802655 | Nov 14, 2024 | 200 | $1.0B |
| Cable Hill Partners, LLC | 0001674581 | Nov 6, 2024 | 237 | $1.0B |
| Melqart Asset Management (UK) Ltd | 0001712901 | Nov 14, 2024 | 46 | $1.0B |
| Nexus Investment Management ULC | 0001476329 | Oct 15, 2024 | 72 | $1.0B |
| Sunbelt Securities, Inc. | 0001632932 | Nov 18, 2024 | 1,855 | $1.0B |
| Verity & Verity, LLC | 0001542108 | Nov 7, 2024 | 116 | $1.0B |
| Austin Private Wealth, LLC | 0001800328 | Oct 30, 2024 | 237 | $1.0B |
| Palisade Asset Management, LLC | 0001434323 | Nov 12, 2024 | 197 | $1.0B |
| Verus Capital Partners, LLC | 0001796874 | Jul 9, 2026 | 358 | $1.0B |
| Soltis Investment Advisors LLC | 0001802530 | Jan 3, 2025 | 364 | $1.0B |
| CVC Management Holdings II Ltd. | 0002023131 | Nov 14, 2024 | 4 | $1.0B |
| Forbes J M & Co. LLP | 0001067532 | Oct 24, 2024 | 138 | $1.0B |
| Transamerica Financial Advisors, LLC | 0001502149 | Nov 13, 2024 | 586 | $1.0B |
| Petrus Trust Company, LTA | 0001473429 | Nov 14, 2024 | 536 | $1.0B |
| GDS Wealth Management | 0001940869 | Nov 4, 2024 | 165 | $1.0B |
| Callahan Advisors, LLC | 0001395055 | Oct 30, 2024 | 144 | $1.0B |
| Clearwater Capital Advisors, LLC | 0001690531 | Nov 12, 2024 | 172 | $1.0B |
| Wellesley Asset Management | 0001533551 | Oct 23, 2024 | 49 | $1.0B |
| Taurus Asset Management, LLC | 0001317209 | Nov 7, 2024 | 90 | $1.0B |
| First Nebraska Trust Co | 0002134841 | Jun 12, 2026 | 197 | $1.0B |
| SIR Capital Management, L.P. | 0001434997 | Nov 14, 2024 | 67 | $1.0B |
| Aip, LLC | 0001714498 | Nov 14, 2024 | 3 | $1.0B |
| Arnhold LLC | 0001733755 | Nov 13, 2024 | 111 | $1.0B |
| Central Securities Corp | 0000018748 | Nov 8, 2024 | 27 | $1.0B |
| LRI Investments, LLC | 0002023325 | Nov 15, 2024 | 1,146 | $1.0B |
| J. L. Bainbridge & Co., Inc. | 0001742315 | Nov 12, 2024 | 100 | $1.0B |
| Amica Mutual Insurance Co. | 0000857508 | Nov 12, 2024 | 134 | $1.0B |
| Brandywine Oak Private Wealth LLC | 0001764694 | Nov 7, 2024 | 236 | $1.0B |
| Connors Investor Services Inc. | 0000884548 | Nov 14, 2024 | 158 | $1.0B |
| Coliseum Capital Management, LLC | 0001409751 | Nov 14, 2024 | 14 | $1.0B |
| Levin Capital Strategies, L.P. | 0001354821 | Nov 13, 2024 | 202 | $1.0B |
| Saudi Central Bank | 0001918181 | Nov 13, 2024 | 7 | $1.0B |
| U S Global Investors Inc. | 0000754811 | Oct 21, 2024 | 130 | $1.0B |
| Diversify Wealth Management, LLC | 0002030780 | Oct 25, 2024 | 469 | $1.0B |
| Smith Anglin Financial, LLC | 0001553540 | Oct 7, 2024 | 208 | $1.0B |
| Atlas FRM LLC | 0001879898 | Nov 13, 2024 | 8 | $1.0B |
| Strategy Capital LLC | 0001592413 | Nov 14, 2024 | 10 | $1.0B |
| Rational Advisors, Inc. | 0001143565 | Oct 30, 2024 | 170 | $1.0B |
| Woodstock Corp. | 0001008877 | Oct 11, 2024 | 165 | $1.0B |
| Strategic Wealth Partners, Ltd. | 0001720777 | Oct 8, 2024 | 293 | $1.0B |
| BIT Capital GmbH | 0002053305 | Feb 12, 2025 | 96 | $1.0B |
| Elevation Point Wealth Partners, LLC | 0001744349 | Feb 3, 2026 | 530 | $1.0B |
| Wolf Hill Capital Management, LP | 0001785988 | Nov 13, 2024 | 30 | $1.0B |
| Tompkins Financial Corp. | 0001005817 | Nov 1, 2024 | 581 | $1.0B |
| Armstrong Henry H Associates Inc. | 0001056827 | Oct 2, 2024 | 63 | $1.0B |
| Globeflex Capital L P | 0000921531 | Nov 13, 2024 | 464 | $1.0B |
| Washington Trust Bank | 0000861787 | Oct 31, 2024 | 218 | $1.0B |
| Godsey & Gibb, Inc. | 0000887402 | Oct 18, 2024 | 431 | $1.0B |
| Wendell David Associates Inc. | 0000878228 | Oct 21, 2024 | 160 | $1.0B |
| Browning West LP | 0001825564 | Nov 14, 2024 | 2 | $1.0B |
| Cozad Asset Management Inc. | 0000709428 | Oct 31, 2024 | 406 | $1.0B |
| Pinnacle Wealth Management Advisory Group, LLC | 0001631864 | Oct 16, 2024 | 366 | $1.0B |
| Smith, Moore & Co. | 0000200724 | Nov 12, 2024 | 467 | $1.0B |
| Marks Group Wealth Management, Inc | 0001802473 | Oct 30, 2024 | 293 | $1.0B |
| Capital Investment Services of America, Inc. | 0000811360 | Oct 30, 2024 | 75 | $1.0B |
| Neumeier Poma Investment Counsel LLC | 0001044936 | Nov 13, 2024 | 43 | $1.0B |
| Allstate Corp. | 0000899051 | Nov 14, 2024 | 106 | $1.1B |
| Canandaigua National Bank & Trust Co. | 0001074266 | Oct 3, 2024 | 335 | $1.1B |
| J.Safra Asset Management Corp | 0001535293 | Nov 13, 2024 | 298 | $1.1B |
| Hengehold Capital Management LLC | 0001536430 | Oct 16, 2024 | 204 | $1.1B |
| Capital Investment Advisory Services, LLC | 0001659203 | Oct 30, 2024 | 981 | $1.1B |
| WBH Advisory Inc. | 0001259671 | Oct 15, 2024 | 324 | $1.1B |
| GRS Advisors, LLC | 0001544554 | Nov 14, 2024 | 27 | $1.1B |
| Fifth Third Securities, Inc. | 0000073956 | Oct 11, 2024 | 254 | $1.1B |
| Nicolet Advisory Services, LLC | 0001775863 | Nov 12, 2024 | 369 | $1.1B |
| Anchor Investment Management, LLC | 0001634149 | Nov 21, 2024 | 1,051 | $1.1B |
| Bangor Savings Bank | 0001352675 | Oct 7, 2024 | 538 | $1.1B |
| Kathmere Capital Management, LLC | 0001794543 | Oct 15, 2024 | 380 | $1.1B |
| Silver Point Capital L.P. | 0001332784 | Nov 14, 2024 | 8 | $1.1B |
| Francisco Partners Management, LP | 0001197853 | Nov 14, 2024 | 8 | $1.1B |
| Pegasus Partners Ltd. | 0001650654 | Nov 1, 2024 | 171 | $1.1B |
| Charter Oak Capital Management, LLC | 0001810720 | Oct 30, 2024 | 186 | $1.1B |
| FPR Partners LLC | 0001546190 | Nov 14, 2024 | 12 | $1.1B |
| Cornerstone Capital, Inc. | 0000819535 | Oct 30, 2024 | 103 | $1.1B |
| United Asset Strategies, Inc. | 0001539948 | Oct 28, 2024 | 237 | $1.1B |
| Naples Global Advisors, LLC | 0001582151 | Oct 24, 2024 | 400 | $1.1B |
| Marcum Wealth, LLC | 0001784450 | Oct 8, 2024 | 415 | $1.1B |
| RVW Wealth, LLC | 0001756543 | Oct 15, 2024 | 155 | $1.1B |
| XML Financial, LLC | 0001800465 | Nov 1, 2024 | 348 | $1.1B |
| Madison Avenue Partners, LP | 0001801265 | Nov 14, 2024 | 25 | $1.1B |
| Atlas Venture Life Science Advisors, LLC | 0001917529 | Nov 13, 2024 | 14 | $1.1B |
| Simplicity Wealth,LLC | 0001913243 | Oct 10, 2024 | 494 | $1.1B |
| Hartford Funds Management Co LLC | 0001546587 | Nov 12, 2024 | 94 | $1.1B |
| Arrow Financial Corp | 0000717538 | Nov 4, 2024 | 340 | $1.1B |
| Rwwm, Inc. | 0001507683 | Nov 13, 2024 | 21 | $1.1B |
| Founders Financial Securities LLC | 0001342396 | Nov 12, 2024 | 427 | $1.1B |
| Fusion Family Wealth, LLC | 0001696209 | Oct 17, 2024 | 43 | $1.1B |
| Nicholas Investment Partners, LP | 0001389574 | Nov 12, 2024 | 218 | $1.1B |