| Main Street Financial Solutions, LLC | 0001763350 | Nov 5, 2024 | 517 | $1.1B |
| Penn Capital Management Company, LLC | 0001158202 | Nov 14, 2024 | 146 | $1.1B |
| Sonnipe Ltd. | 0001946733 | Nov 14, 2024 | 3 | $1.1B |
| Kintegral Advisory, LLC | 0001569518 | Nov 4, 2024 | 238 | $1.1B |
| First Financial Bank - Trust Division | 0001315339 | Oct 1, 2024 | 210 | $1.1B |
| Cape Cod Five Cents Savings Bank | 0001054646 | Feb 18, 2025 | 189 | $1.1B |
| 1607 Capital Partners, LLC | 0001436866 | Nov 14, 2024 | 136 | $1.1B |
| Ledyard National Bank | 0001310658 | Oct 21, 2024 | 221 | $1.1B |
| MKP Capital Management, L.L.C. | 0001534949 | Nov 6, 2024 | 6 | $1.1B |
| Leo Wealth, LLC | 0001912202 | Oct 21, 2024 | 348 | $1.1B |
| Tritonpoint Wealth, LLC | 0002008171 | Oct 28, 2024 | 330 | $1.1B |
| Technology Crossover Management X, Ltd. | 0001787727 | Nov 13, 2024 | 6 | $1.1B |
| Bares Capital Management, Inc. | 0001340807 | Nov 18, 2024 | 22 | $1.1B |
| Fairfax Financial Holdings | 0000915191 | Nov 14, 2024 | 31 | $1.1B |
| Lyell Wealth Management, LP | 0001686444 | Oct 23, 2024 | 207 | $1.1B |
| Gillson Capital LP | 0001698055 | Nov 14, 2024 | 63 | $1.1B |
| Cantor Fitzgerald, L. P. | 0001024896 | Nov 14, 2024 | 194 | $1.1B |
| RKL Wealth Management LLC | 0001604723 | Nov 1, 2024 | 161 | $1.1B |
| Cardiff Park Advisors, LLC | 0001910000 | Nov 14, 2024 | 336 | $1.1B |
| SlateStone Wealth, LLC | 0001764049 | Nov 7, 2024 | 296 | $1.1B |
| Condor Capital Management | 0001082491 | Nov 8, 2024 | 190 | $1.1B |
| Narwhal Capital Management | 0001461287 | Oct 22, 2024 | 160 | $1.1B |
| AltraVue Capital, LLC | 0001740837 | Nov 12, 2024 | 27 | $1.1B |
| Penobscot Investment Management Company, Inc. | 0001394866 | Nov 12, 2024 | 314 | $1.1B |
| Stack Financial Management, Inc | 0001308685 | Nov 4, 2024 | 48 | $1.1B |
| Helikon Investments Ltd | 0001839497 | Oct 28, 2024 | 19 | $1.1B |
| Seven Eight Capital, LP | 0001575129 | Nov 12, 2024 | 683 | $1.1B |
| ARS Investment Partners, LLC | 0000733020 | Oct 16, 2024 | 170 | $1.1B |
| PDS Planning, Inc | 0000838618 | Oct 30, 2024 | 443 | $1.1B |
| TCV Trust & Wealth Management, Inc. | 0001135439 | Oct 24, 2024 | 199 | $1.1B |
| Hardy Reed LLC | 0001761871 | Nov 13, 2024 | 243 | $1.1B |
| Bouchey Financial Group, Ltd. | 0001599054 | Oct 24, 2024 | 153 | $1.1B |
| Arax Advisory Partners | 0001586767 | Nov 6, 2024 | 2,614 | $1.1B |
| Sax Wealth Advisors, LLC | 0001846150 | Oct 17, 2024 | 287 | $1.1B |
| Taconic Capital Advisors LP | 0001390113 | Nov 14, 2024 | 90 | $1.1B |
| Tradition Wealth Management, LLC | 0001843010 | Nov 14, 2024 | 409 | $1.1B |
| Galvin, Gaustad & Stein, LLC | 0001840945 | Nov 1, 2024 | 184 | $1.1B |
| Provident Investment Management, Inc. | 0001076964 | Nov 12, 2024 | 77 | $1.1B |
| Campbell Wealth Management | 0001736648 | Oct 28, 2024 | 70 | $1.1B |
| AlphaQuest LLC | 0001883897 | Nov 7, 2024 | 1,862 | $1.1B |
| BTC Capital Management, Inc. | 0001611848 | Oct 21, 2024 | 210 | $1.1B |
| WS Management LLLP | 0000877338 | Nov 13, 2024 | 30 | $1.1B |
| Redwood Investment Management, LLC | 0001717479 | Nov 14, 2024 | 312 | $1.1B |
| Ally Invest Advisors Inc. | 0001706013 | Nov 13, 2024 | 67 | $1.1B |
| Naya Capital Management UK Ltd. | 0001665012 | Nov 14, 2024 | 5 | $1.1B |
| PDT Partners, LLC | 0001564702 | Nov 14, 2024 | 710 | $1.1B |
| Lindbrook Capital, LLC | 0001767045 | Nov 1, 2024 | 2,831 | $1.1B |
| Vicus Capital | 0001544806 | Oct 21, 2024 | 223 | $1.1B |
| Syon Capital LLC | 0001999353 | Nov 13, 2024 | 464 | $1.1B |
| Long Focus Capital Management, LLC | 0001602716 | Nov 13, 2024 | 89 | $1.1B |
| Clearline Capital LP | 0001600136 | Nov 14, 2024 | 140 | $1.1B |
| Regal Partners Ltd | 0001577774 | Nov 6, 2024 | 48 | $1.1B |
| QV Investors Inc. | 0001570253 | Oct 15, 2024 | 65 | $1.1B |
| Wealthquest Corp | 0001632968 | Nov 21, 2024 | 131 | $1.1B |
| SPC Financial, Inc. | 0001415201 | Oct 16, 2024 | 252 | $1.1B |
| a16z Capital Management, L.L.C. | 0001540358 | Nov 13, 2024 | 13 | $1.1B |
| Eagle Ridge Investment Management | 0001445891 | Oct 23, 2024 | 143 | $1.1B |
| Sheaff Brock Investment Advisors, LLC | 0001666789 | Nov 6, 2024 | 450 | $1.1B |
| Weatherly Asset Management L. P. | 0000934745 | Oct 29, 2024 | 179 | $1.1B |
| American Assets Investment Management, LLC | 0001389256 | Nov 5, 2024 | 160 | $1.1B |
| Strategic Value Partners, LLC | 0001301912 | Nov 4, 2024 | 2 | $1.1B |
| Beaird Harris Wealth Management, LLC | 0001908938 | Dec 2, 2024 | 511 | $1.1B |
| Uniplan Investment Counsel, Inc. | 0001520710 | Nov 14, 2024 | 118 | $1.1B |
| Oak Ridge Investments LLC | 0001054554 | Oct 28, 2024 | 152 | $1.1B |
| Edgemoor Investment Advisors, Inc. | 0001313792 | Nov 12, 2024 | 165 | $1.2B |
| Blue Chip Partners, LLC | 0001632801 | Nov 4, 2024 | 198 | $1.2B |
| City of London Investment Management Co. Ltd. | 0001034546 | Nov 14, 2024 | 85 | $1.2B |
| Koss-Olinger Consulting, LLC | 0001861163 | Oct 21, 2024 | 276 | $1.2B |
| Hamilton Capital Partners Inc. | 0002141005 | Aug 14, 2026 | 178 | $1.2B |
| Koshinski Asset Management, Inc. | 0001633389 | Oct 10, 2024 | 633 | $1.2B |
| Colonial Trust Advisors | 0001567993 | Nov 12, 2024 | 751 | $1.2B |
| Grassi Investment Management | 0001608531 | Oct 22, 2024 | 128 | $1.2B |
| Marco Investment Management LLC | 0001080493 | Nov 12, 2024 | 227 | $1.2B |
| KMG Fiduciary Partners, LLC | 0001773205 | Oct 17, 2024 | 267 | $1.2B |
| Charles Schwab Trust Co | 0001789219 | Oct 9, 2024 | 151 | $1.2B |
| Abrams Bison Investments, LLC | 0001317588 | Nov 14, 2024 | 10 | $1.2B |
| Jackson Square Partners, LLC | 0001605911 | Nov 13, 2024 | 78 | $1.2B |
| Washington Trust Advisors, Inc. | 0001900099 | Nov 1, 2024 | 662 | $1.2B |
| Delta Asset Management LLC | 0000860857 | Nov 7, 2024 | 620 | $1.2B |
| Angeles Wealth Management, LLC | 0001929170 | Oct 29, 2024 | 328 | $1.2B |
| QVT Financial LP | 0001290162 | Nov 14, 2024 | 35 | $1.2B |
| L1 Capital Pty Ltd | 0001817646 | Nov 14, 2024 | 11 | $1.2B |
| Howe & Rusling Inc. | 0000769963 | Nov 8, 2024 | 411 | $1.2B |
| Atalan Capital Partners, LP | 0001662906 | Nov 14, 2024 | 9 | $1.2B |
| Mangrove Partners Im, LLC | 0001535392 | Nov 14, 2024 | 161 | $1.2B |
| Beese Fulmer Investment Management, Inc. | 0000911274 | Oct 22, 2024 | 233 | $1.2B |
| Dnca Finance | 0001752759 | Nov 13, 2024 | 124 | $1.2B |
| 1900 Wealth Management LLC | 0001791996 | Nov 14, 2024 | 223 | $1.2B |
| Arete Wealth Advisors, LLC | 0001600151 | Nov 18, 2024 | 704 | $1.2B |
| Plante Moran Financial Advisors, LLC | 0001424717 | Oct 30, 2024 | 877 | $1.2B |
| Sage Mountain Advisors LLC | 0001832274 | Oct 29, 2024 | 485 | $1.2B |
| Board of Trustees of The Leland Stanford Junior University | 0001315828 | Nov 12, 2024 | 25 | $1.2B |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0001965756 | Oct 8, 2024 | 336 | $1.2B |
| True Link Financial Advisors, LLC | 0001846236 | Oct 25, 2024 | 66 | $1.2B |
| E-L Financial Corp Ltd | 0001697865 | Oct 29, 2024 | 1 | $1.2B |
| MBB Public Markets I LLC | 0001892378 | Nov 14, 2024 | 534 | $1.2B |
| Ensemble Capital Management, LLC | 0001387366 | Nov 12, 2024 | 22 | $1.2B |
| Novare Capital Management LLC | 0001388409 | Oct 11, 2024 | 191 | $1.2B |
| TCG Crossover Management, LLC | 0001839948 | Nov 14, 2024 | 36 | $1.2B |
| Creative Financial Designs Inc. | 0000819864 | Oct 28, 2024 | 1,688 | $1.2B |