| Simplify Asset Management Inc. | 0001846368 | May 13, 2024 | 96 | $1.0B |
| TCV Trust & Wealth Management, Inc. | 0001135439 | Apr 16, 2024 | 197 | $1.0B |
| Howe & Rusling Inc. | 0000769963 | May 15, 2024 | 384 | $1.0B |
| Bayesian Capital Management, LP | 0001632551 | May 15, 2024 | 747 | $1.0B |
| Cardiff Park Advisors, LLC | 0001910000 | May 14, 2024 | 347 | $1.0B |
| Hartford Funds Management Co LLC | 0001546587 | May 6, 2024 | 93 | $1.0B |
| Washington Trust Bank | 0000861787 | May 14, 2024 | 223 | $1.0B |
| Redwood Investment Management, LLC | 0001717479 | May 16, 2024 | 310 | $1.0B |
| American Assets Investment Management, LLC | 0001389256 | May 10, 2024 | 168 | $1.1B |
| Traynor Capital Management, Inc. | 0001666786 | Apr 12, 2024 | 243 | $1.1B |
| Gillson Capital LP | 0001698055 | May 15, 2024 | 50 | $1.1B |
| Transform Wealth, LLC | 0001682266 | Apr 16, 2024 | 219 | $1.1B |
| GE Investment Management Corp. | 0001125824 | May 14, 2024 | 5 | $1.1B |
| Rhenman & Partners Asset Management AB | 0001599882 | May 14, 2024 | 84 | $1.1B |
| Crestline Management, L.P. | 0001536054 | May 14, 2024 | 155 | $1.1B |
| Charles Schwab Trust Co | 0001789219 | Apr 12, 2024 | 154 | $1.1B |
| Creative Financial Designs Inc. | 0000819864 | May 1, 2024 | 1,669 | $1.1B |
| Syon Capital LLC | 0001999353 | May 14, 2024 | 450 | $1.1B |
| Edgemoor Investment Advisors, Inc. | 0001313792 | May 9, 2024 | 165 | $1.1B |
| PDT Partners, LLC | 0001564702 | May 15, 2024 | 615 | $1.1B |
| Marco Investment Management LLC | 0001080493 | May 9, 2024 | 209 | $1.1B |
| Girard Partners LTD. | 0001000490 | May 13, 2024 | 262 | $1.1B |
| Beese Fulmer Investment Management, Inc. | 0000911274 | Apr 8, 2024 | 225 | $1.1B |
| Cartenna Capital, LP | 0001808928 | May 15, 2024 | 31 | $1.1B |
| SPC Financial, Inc. | 0001415201 | May 3, 2024 | 228 | $1.1B |
| Lanark Financial, Inc. | 0000791540 | Apr 5, 2024 | 2,176 | $1.1B |
| Lindbrook Capital, LLC | 0001767045 | Apr 25, 2024 | 2,652 | $1.1B |
| a16z Perennial Management, L.P. | 0002009275 | May 10, 2024 | 40 | $1.1B |
| Waterfront Capital Partners, LLC | 0001595077 | May 14, 2024 | 37 | $1.1B |
| QVT Financial LP | 0001290162 | May 15, 2024 | 33 | $1.1B |
| Foster Dykema Cabot & Partners, LLC | 0002011882 | May 10, 2024 | 320 | $1.1B |
| Point72 Europe (London) LLP | 0001698051 | May 15, 2024 | 97 | $1.1B |
| SP Asset Management LLC | 0001962086 | May 8, 2024 | 123 | $1.1B |
| Sofi Wealth, LLC | 0001925582 | May 7, 2024 | 11 | $1.1B |
| Needham Investment Management LLC | 0001167212 | May 15, 2024 | 131 | $1.1B |
| Icon Wealth Advisors, LLC | 0001963212 | May 15, 2024 | 463 | $1.1B |
| E-L Financial Corp Ltd | 0001697865 | Apr 30, 2024 | 1 | $1.1B |
| Modern Wealth Management, LLC | 0002001900 | May 29, 2025 | 297 | $1.1B |
| Aip, LLC | 0001714498 | May 14, 2024 | 5 | $1.1B |
| Rational Advisors, Inc. | 0001143565 | Apr 23, 2024 | 208 | $1.1B |
| TT International Asset Management LTD | 0001809187 | May 14, 2024 | 44 | $1.1B |
| HSG Holding Ltd | 0001470766 | May 15, 2024 | 18 | $1.1B |
| Arete Wealth Advisors, LLC | 0001600151 | May 16, 2024 | 376 | $1.1B |
| Kiltearn Partners LLP | 0001582633 | May 15, 2024 | 30 | $1.1B |
| Jacobi Capital Management LLC | 0001689646 | May 10, 2024 | 479 | $1.1B |
| Cornerstone Wealth Group, LLC | 0001774879 | Apr 17, 2024 | 244 | $1.1B |
| MUFG Securities EMEA plc | 0001597694 | May 15, 2024 | 62 | $1.1B |
| Greenbrier Partners Capital Management, LLC | 0001532262 | May 13, 2024 | 13 | $1.1B |
| Atlas Venture Life Science Advisors, LLC | 0001917529 | May 6, 2024 | 16 | $1.1B |
| Compound Planning, Inc. | 0001978879 | May 7, 2024 | 728 | $1.1B |
| Money Concepts Capital Corp. | 0000716851 | May 1, 2024 | 379 | $1.1B |
| Essex Financial Services, Inc. | 0001315785 | Apr 24, 2024 | 539 | $1.1B |
| Coliseum Capital Management, LLC | 0001409751 | May 15, 2024 | 11 | $1.1B |
| Eagle Ridge Investment Management | 0001445891 | Apr 18, 2024 | 148 | $1.1B |
| Galvin, Gaustad & Stein, LLC | 0001840945 | Apr 15, 2024 | 184 | $1.1B |
| Nixon Peabody Trust Co. | 0001626757 | May 7, 2024 | 126 | $1.1B |
| Stack Financial Management, Inc | 0001308685 | May 2, 2024 | 46 | $1.1B |
| Neumeier Poma Investment Counsel LLC | 0001044936 | May 13, 2024 | 41 | $1.1B |
| Naspers Ltd. | 0001106051 | May 7, 2024 | 4 | $1.1B |
| Washington Trust Advisors, Inc. | 0001900099 | May 7, 2024 | 660 | $1.1B |
| WS Management LLLP | 0000877338 | May 14, 2024 | 36 | $1.1B |
| Francisco Partners Management, LP | 0001197853 | May 15, 2024 | 8 | $1.1B |
| BTC Capital Management, Inc. | 0001611848 | Apr 11, 2024 | 225 | $1.1B |
| Stephens Group Asset Management, LLC | 0001726808 | Apr 17, 2024 | 27 | $1.1B |
| Foster Victor Wealth Advisors, LLC | 0001769063 | Apr 26, 2024 | 173 | $1.1B |
| 1900 Wealth Management LLC | 0001791996 | Apr 24, 2024 | 235 | $1.1B |
| Vicus Capital | 0001544806 | Apr 17, 2024 | 282 | $1.1B |
| 12 West Capital Management LP | 0001540531 | May 7, 2024 | 24 | $1.1B |
| Verdence Capital Advisors LLC | 0001719305 | Apr 25, 2024 | 586 | $1.1B |
| Maple Capital Management, Inc. | 0001313893 | May 9, 2024 | 106 | $1.1B |
| Cahaba Wealth Management, Inc. | 0001716399 | Apr 22, 2024 | 149 | $1.1B |
| Linonia Partnership LP | 0001985479 | May 15, 2024 | 11 | $1.1B |
| Brevan Howard Capital Management LP | 0001512857 | May 15, 2024 | 914 | $1.1B |
| Partners Group Holding AG | 0001534259 | May 10, 2024 | 47 | $1.1B |
| Litman Gregory Wealth Management LLC | 0001551867 | May 3, 2024 | 131 | $1.1B |
| DigitalBridge Group, Inc. | 0001679688 | May 13, 2024 | 48 | $1.1B |
| Grassi Investment Management | 0001608531 | Apr 10, 2024 | 125 | $1.1B |
| Triodos Investment Management BV | 0001748729 | May 13, 2024 | 47 | $1.1B |
| Petrus Trust Company, LTA | 0001473429 | May 15, 2024 | 610 | $1.1B |
| Novare Capital Management LLC | 0001388409 | May 6, 2024 | 183 | $1.1B |
| Sage Financial Group Inc. | 0000882119 | Apr 30, 2024 | 102 | $1.1B |
| BW Gestao de Investimentos Ltda. | 0001568280 | May 2, 2024 | 62 | $1.1B |
| Stonebridge Capital Advisors LLC | 0001600035 | May 14, 2024 | 224 | $1.1B |
| Harvest Fund Management Co., Ltd | 0001694126 | May 14, 2024 | 673 | $1.1B |
| Jaffetilchin Investment Partners, LLC | 0001404652 | May 16, 2024 | 362 | $1.1B |
| Hilton Capital Management, LLC | 0001541211 | May 10, 2024 | 175 | $1.1B |
| Tobam | 0001527488 | May 2, 2024 | 377 | $1.1B |
| CAS Investment Partners, LLC | 0001697591 | May 15, 2024 | 5 | $1.1B |
| StoneX Group Inc. | 0000913760 | Aug 13, 2025 | 650 | $1.1B |
| Vantage Investment Partners, LLC | 0001534561 | Apr 30, 2024 | 62 | $1.1B |
| Abrams Bison Investments, LLC | 0001317588 | May 15, 2024 | 11 | $1.1B |
| McDaniel Terry & Co. | 0001104366 | Apr 29, 2024 | 102 | $1.1B |
| Mesirow Institutional Investment Management, Inc. | 0001947591 | May 6, 2024 | 117 | $1.1B |
| Penn Capital Management Company, LLC | 0001158202 | May 15, 2024 | 144 | $1.1B |
| Invictus Private Wealth, LLC | 0001939208 | May 13, 2024 | 90 | $1.1B |
| Good Life Advisors, LLC | 0001696260 | May 3, 2024 | 461 | $1.1B |
| YHB Investment Advisors, Inc. | 0001469219 | Aug 15, 2024 | 273 | $1.1B |
| Zweig-DiMenna Associates LLC | 0001533950 | Apr 29, 2024 | 121 | $1.1B |
| Certuity, LLC | 0001800752 | May 15, 2024 | 328 | $1.1B |
| FAS Wealth Partners, Inc. | 0001596957 | Apr 29, 2024 | 446 | $1.1B |