| BIP Wealth, LLC | 0001590214 | Aug 8, 2024 | 194 | $1.2B |
| Freedom Investment Management, Inc. | 0001566653 | Aug 13, 2024 | 772 | $1.2B |
| Stadion Money Management, LLC | 0001321220 | Aug 14, 2024 | 22 | $1.2B |
| Woodmont Investment Counsel LLC | 0001133653 | Jul 18, 2024 | 248 | $1.2B |
| Nations Financial Group Inc, /Ia/ | 0001109767 | Jul 29, 2024 | 629 | $1.2B |
| Livforsakringsbolaget Skandia, Omsesidigt | 0001547926 | Jul 15, 2024 | 564 | $1.2B |
| Shufro Rose & Co. LLC | 0000908195 | Aug 13, 2024 | 309 | $1.2B |
| Ycg, LLC | 0001584801 | Aug 6, 2024 | 38 | $1.2B |
| Sona Asset Management (us) LLC | 0001856405 | Aug 14, 2024 | 58 | $1.2B |
| Ascent Group, LLC | 0001913231 | Aug 15, 2024 | 503 | $1.2B |
| Wintrust Investments LLC | 0000049096 | Aug 13, 2024 | 488 | $1.2B |
| M.D. Sass, LLC | 0000922940 | Aug 13, 2024 | 32 | $1.2B |
| CORDA Investment Management, LLC. | 0001545812 | Jul 30, 2024 | 69 | $1.2B |
| Resonant Capital Advisors, LLC | 0001803236 | Aug 1, 2024 | 336 | $1.2B |
| Allstate Corp. | 0000899051 | Aug 13, 2024 | 217 | $1.2B |
| Maple Capital Management, Inc. | 0001313893 | Jul 30, 2024 | 113 | $1.2B |
| CFS Investment Advisory Services, LLC | 0001845688 | Aug 13, 2024 | 257 | $1.2B |
| Hills Bank & Trust Co | 0001309148 | Jul 25, 2024 | 286 | $1.2B |
| Payden & Rygel Investment Group | 0000885709 | Oct 9, 2024 | 122 | $1.2B |
| Payden & Rygel | 0000919219 | Oct 7, 2024 | 122 | $1.2B |
| Vestor Capital, LLC | 0001132699 | Jul 30, 2024 | 245 | $1.2B |
| Avity Investment Management Inc. | 0000926834 | Jul 11, 2024 | 107 | $1.2B |
| Rebalance, LLC | 0001811052 | Jul 12, 2024 | 85 | $1.2B |
| Trustmark Bank Trust Department | 0000861176 | Aug 14, 2024 | 283 | $1.2B |
| Trust Point Inc. | 0001635633 | Jul 24, 2024 | 494 | $1.2B |
| Zions Bancorporation, N.A. | 0001666757 | Aug 8, 2024 | 924 | $1.2B |
| Thomasville National Bank | 0001561790 | Jul 10, 2024 | 236 | $1.2B |
| Beaumont Financial Advisors, LLC | 0001957394 | Jul 24, 2024 | 365 | $1.3B |
| Campbell Newman Asset Management Inc. | 0000874791 | Jul 18, 2024 | 107 | $1.3B |
| Taiyo Life Insurance Co. | 0001254890 | Aug 1, 2024 | 13 | $1.3B |
| Grandeur Peak Global Advisors, LLC | 0001569137 | Aug 14, 2024 | 131 | $1.3B |
| Certuity, LLC | 0001800752 | Aug 6, 2024 | 356 | $1.3B |
| StoneX Group Inc. | 0000913760 | Aug 13, 2025 | 671 | $1.3B |
| Crake Asset Management LLP | 0001789082 | Aug 8, 2024 | 15 | $1.3B |
| Confluence Wealth Services, Inc. | 0001910411 | Jul 31, 2024 | 360 | $1.3B |
| Berger Financial Group, Inc | 0001826136 | Aug 14, 2024 | 362 | $1.3B |
| Valley Wealth Managers, Inc. | 0000924166 | Aug 8, 2024 | 392 | $1.3B |
| Courier Capital LLC | 0001015247 | Jul 23, 2024 | 339 | $1.3B |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 0001329375 | Jul 22, 2024 | 57 | $1.3B |
| Trek Financial, LLC | 0001768195 | Aug 12, 2024 | 386 | $1.3B |
| Linonia Partnership LP | 0001985479 | Aug 14, 2024 | 11 | $1.3B |
| Westpac Banking Corp. | 0000719245 | Aug 14, 2024 | 453 | $1.3B |
| Elevation Point Wealth Partners, LLC | 0001744349 | Feb 3, 2026 | 531 | $1.3B |
| Avalon Trust Co | 0001798150 | Aug 12, 2024 | 315 | $1.3B |
| Checchi Capital Advisers, LLC | 0001598186 | Jul 26, 2024 | 560 | $1.3B |
| Adelante Capital Management LLC | 0001067926 | Aug 14, 2024 | 42 | $1.3B |
| JFS Wealth Advisors, LLC | 0001568068 | Jul 15, 2024 | 1,984 | $1.3B |
| Cacti Asset Management LLC | 0001452208 | Jul 1, 2024 | 79 | $1.3B |
| Hillsdale Investment Management Inc. | 0001368465 | Aug 13, 2024 | 575 | $1.3B |
| Roundview Capital LLC | 0001476804 | Aug 9, 2024 | 316 | $1.3B |
| Americana Partners, LLC | 0001797678 | Jul 30, 2024 | 348 | $1.3B |
| Stone Point Capital LLC | 0001332638 | Aug 13, 2024 | 6 | $1.3B |
| Stairway Partners, LLC | 0001454138 | Jul 2, 2024 | 15 | $1.3B |
| Pacific Heights Asset Management LLC | 0001323414 | Aug 7, 2024 | 72 | $1.3B |
| 3EDGE Asset Management, LP | 0001665605 | Aug 12, 2024 | 67 | $1.3B |
| Crestline Management, L.P. | 0001536054 | Aug 14, 2024 | 158 | $1.3B |
| Kanawha Capital Management LLC | 0001164478 | Jul 25, 2024 | 229 | $1.3B |
| Cyndeo Wealth Partners, LLC | 0001950947 | Jul 30, 2024 | 394 | $1.3B |
| Lansdowne Partners (uk) LLP | 0001608485 | May 20, 2025 | 26 | $1.3B |
| Bronte Capital Management Pty Ltd. | 0001471085 | Aug 7, 2024 | 28 | $1.3B |
| Financiere des Professionnels - Fonds d'investissement inc. | 0001996846 | Aug 9, 2024 | 145 | $1.3B |
| Sonora Investment Management Group, LLC | 0001907552 | Jul 12, 2024 | 283 | $1.3B |
| Patriot Investment Management Group, Inc. | 0001773830 | Jul 15, 2024 | 237 | $1.3B |
| Baader Bank Aktiengesellschaft | 0001542629 | Jul 17, 2024 | 385 | $1.3B |
| Park West Asset Management LLC | 0001386928 | Aug 14, 2024 | 38 | $1.3B |
| Cartenna Capital, LP | 0001808928 | Aug 14, 2024 | 34 | $1.3B |
| CAS Investment Partners, LLC | 0001697591 | Aug 14, 2024 | 5 | $1.3B |
| Baldwin Wealth Partners LLC | 0001021258 | Jul 12, 2024 | 798 | $1.3B |
| Ensemble Capital Management, LLC | 0001387366 | Aug 14, 2024 | 24 | $1.3B |
| Moody National Bank Trust Division | 0001092903 | Jul 3, 2024 | 446 | $1.3B |
| Philadelphia Trust Co. | 0001110806 | Aug 13, 2024 | 229 | $1.3B |
| Element Capital Management LLC | 0001535630 | Aug 8, 2024 | 64 | $1.3B |
| Glazer Capital, LLC | 0001076809 | Aug 14, 2024 | 135 | $1.3B |
| Dundas Partners LLP | 0001742418 | Aug 14, 2024 | 50 | $1.3B |
| Hikari Tsushin, Inc. | 0001423673 | Aug 8, 2024 | 69 | $1.3B |
| Mantle Ridge LP | 0001695459 | Aug 14, 2024 | 1 | $1.3B |
| Cidel Asset Management Inc. | 0001621915 | Jul 22, 2024 | 319 | $1.3B |
| Adell Harriman & Carpenter Inc. | 0001134152 | Aug 1, 2024 | 158 | $1.3B |
| GYL Financial Synergies, LLC | 0001767715 | Jul 23, 2024 | 365 | $1.3B |
| Lee Danner & Bass Inc. | 0000939219 | Jul 30, 2024 | 213 | $1.3B |
| Cantor Fitzgerald Investment Advisors L.P. | 0001710477 | Jul 19, 2024 | 147 | $1.3B |
| Appleton Partners Inc. | 0001055290 | Jul 2, 2024 | 259 | $1.3B |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0001033324 | Aug 1, 2024 | 268 | $1.3B |
| Cornerstone Wealth Management, LLC | 0001674117 | Jul 16, 2024 | 552 | $1.3B |
| Ssi Investment Management LLC | 0000938487 | Jul 26, 2024 | 255 | $1.3B |
| Elm Partners Management LLC | 0001743941 | Jul 31, 2024 | 60 | $1.3B |
| GAM Holding AG | 0001438848 | Jul 26, 2024 | 159 | $1.3B |
| Sandhill Capital Partners LLC | 0001556245 | Aug 13, 2024 | 88 | $1.3B |
| Mangrove Partners Im, LLC | 0001535392 | Aug 14, 2024 | 142 | $1.3B |
| Cerity Partners OCIO LLC | 0001519611 | Aug 13, 2024 | 27 | $1.3B |
| Scheer, Rowlett & Associates Investment Management Ltd. | 0001426327 | Aug 8, 2024 | 35 | $1.3B |
| Jordan Park Group LLC | 0001707975 | Aug 7, 2024 | 42 | $1.3B |
| Eversept Partners, LP | 0001697013 | Aug 14, 2024 | 72 | $1.3B |
| Styrax Capital, LP | 0001904897 | Aug 14, 2024 | 13 | $1.3B |
| Casdin Capital, LLC | 0001534261 | Oct 18, 2024 | 38 | $1.3B |
| Glendon Capital Management LP | 0001604350 | Aug 12, 2024 | 22 | $1.3B |
| Harbor Capital Advisors, Inc. | 0001039128 | Jul 9, 2024 | 724 | $1.3B |
| Principle Wealth Partners LLC | 0001743413 | Aug 13, 2024 | 325 | $1.3B |
| Hamilton Capital, LLC | 0001646639 | Aug 14, 2024 | 120 | $1.3B |
| Neville Rodie & Shaw Inc. | 0000071210 | Jul 1, 2024 | 240 | $1.3B |