| Fifth Third Wealth Advisors LLC | 0001899030 | Jul 23, 2024 | 666 | $1.3B |
| Atwood & Palmer Inc. | 0001044929 | Jul 10, 2024 | 436 | $1.3B |
| MCF Advisors LLC | 0001602905 | Aug 5, 2024 | 1,024 | $1.3B |
| Hoylecohen, LLC | 0001559077 | Jul 19, 2024 | 275 | $1.3B |
| Broadwood Capital Inc. | 0001278387 | Aug 14, 2024 | 7 | $1.3B |
| Simmons Bank | 0001674486 | Jul 26, 2024 | 328 | $1.3B |
| Partners Group Holding AG | 0001534259 | Aug 1, 2024 | 46 | $1.3B |
| Schechter Investment Advisors, LLC | 0001951586 | Aug 12, 2024 | 647 | $1.3B |
| Albion Financial Group | 0001054677 | Jul 10, 2024 | 510 | $1.3B |
| HPS Investment Partners, LLC | 0001670185 | Aug 14, 2024 | 6 | $1.3B |
| NEA Management Company, LLC | 0001512848 | Aug 14, 2024 | 41 | $1.3B |
| Galileo (PTC) Ltd | 0001740858 | Aug 13, 2024 | 7 | $1.3B |
| Private Wealth Partners, LLC | 0001335851 | Aug 8, 2024 | 164 | $1.3B |
| Transform Wealth, LLC | 0001682266 | Jul 15, 2024 | 213 | $1.3B |
| Maplelane Capital, LLC | 0001512173 | Aug 14, 2024 | 52 | $1.3B |
| Cadence Bank | 0001299939 | Aug 13, 2024 | 294 | $1.3B |
| Pensioenfonds Rail & Ov | 0001218761 | Sep 22, 2026 | 36 | $1.3B |
| First American Bank | 0001291422 | Jul 30, 2024 | 168 | $1.3B |
| Siemens Fonds Invest GmbH | 0001856637 | Aug 14, 2024 | 423 | $1.3B |
| Alerus Financial NA | 0000919458 | Aug 8, 2024 | 156 | $1.3B |
| CTC LLC | 0001445893 | Aug 9, 2024 | 76 | $1.3B |
| Natixis Investment Managers International | 0001166767 | Aug 13, 2024 | 214 | $1.3B |
| Vestal Point Capital, LP | 0001974915 | Aug 14, 2024 | 60 | $1.3B |
| Mountain Pacific Investment Advisers LLC | 0001067324 | Jul 11, 2024 | 138 | $1.3B |
| Opti Capital Management, LP | 0001738654 | Aug 14, 2024 | 56 | $1.3B |
| TOMS Capital Investment Management LP | 0001743937 | Aug 14, 2024 | 17 | $1.3B |
| Quadrant Capital Group LLC | 0001650717 | Aug 12, 2024 | 2,699 | $1.3B |
| Essex Financial Services, Inc. | 0001315785 | Aug 9, 2024 | 612 | $1.3B |
| Geller Advisors LLC | 0001354739 | Aug 13, 2024 | 264 | $1.3B |
| Western Wealth Management, LLC | 0001767902 | Jul 19, 2024 | 650 | $1.3B |
| Sprott Inc. | 0001512920 | Aug 13, 2024 | 138 | $1.3B |
| Procyon Advisors, LLC | 0001804329 | Aug 2, 2024 | 518 | $1.3B |
| WCG Wealth Advisors LLC | 0001855713 | Aug 12, 2024 | 275 | $1.4B |
| Compound Planning, Inc. | 0001978879 | Jul 26, 2024 | 791 | $1.4B |
| Pine Valley Investments Ltd Liability Co | 0001975417 | Jul 30, 2024 | 448 | $1.4B |
| Paulson & Co. | 0001035674 | Aug 14, 2024 | 16 | $1.4B |
| Fulton Breakefield Broenniman LLC | 0001119254 | Aug 7, 2024 | 184 | $1.4B |
| Modern Wealth Management, LLC | 0002001900 | May 29, 2025 | 404 | $1.4B |
| Krilogy Financial LLC | 0001659047 | Jul 22, 2024 | 221 | $1.4B |
| Segment Wealth Management, LLC | 0001575581 | Jul 23, 2024 | 259 | $1.4B |
| Howard Capital Management Group, LLC | 0001860501 | Jul 16, 2024 | 126 | $1.4B |
| CSS LLC | 0001103646 | Aug 14, 2024 | 571 | $1.4B |
| Evanson Asset Management, LLC | 0001626379 | Jul 12, 2024 | 299 | $1.4B |
| Guyasuta Investment Advisors Inc. | 0000928568 | Jul 22, 2024 | 243 | $1.4B |
| Shellback Capital, LP | 0001591744 | Aug 14, 2024 | 118 | $1.4B |
| North Star Investment Management Corp. | 0001342857 | Aug 6, 2024 | 1,165 | $1.4B |
| Spyglass Capital Management LLC | 0001654344 | Aug 14, 2024 | 25 | $1.4B |
| Check Capital Management Inc. | 0001032814 | Jul 25, 2024 | 49 | $1.4B |
| Oakworth Capital, Inc. | 0001588871 | Jul 19, 2024 | 721 | $1.4B |
| Greenwich Wealth Management LLC | 0001439805 | Aug 9, 2024 | 243 | $1.4B |
| SouthState Bank Corp | 0000764038 | Aug 2, 2024 | 637 | $1.4B |
| Adero Partners, LLC | 0001800593 | Jul 30, 2024 | 218 | $1.4B |
| Parsifal Capital Management, LP | 0001776090 | Aug 14, 2024 | 18 | $1.4B |
| Global Alpha Capital Management Ltd. | 0001584691 | Aug 9, 2024 | 57 | $1.4B |
| Mirabella Financial Services LLP | 0001538853 | Aug 8, 2024 | 416 | $1.4B |
| American Family Investments, Inc. | 0002029723 | Aug 14, 2024 | 10 | $1.4B |
| Avala Global LP | 0001948899 | Aug 14, 2024 | 24 | $1.4B |
| Kinetic Partners Management, LP | 0001911448 | Aug 14, 2024 | 27 | $1.4B |
| Generate Investment Management Ltd | 0002025905 | Aug 1, 2024 | 74 | $1.4B |
| Cumberland Partners Ltd | 0001578985 | Aug 13, 2024 | 169 | $1.4B |
| BOK Financial Private Wealth, Inc. | 0001317348 | Aug 14, 2024 | 466 | $1.4B |
| Transcend Capital Advisors, LLC | 0001776082 | Jul 2, 2024 | 597 | $1.4B |
| Legacy Wealth Management, LLC | 0001488921 | Jul 12, 2024 | 23 | $1.4B |
| Tectonic Advisors LLC | 0001859918 | Aug 2, 2024 | 298 | $1.4B |
| Harvest Fund Management Co., Ltd | 0001694126 | Aug 8, 2024 | 639 | $1.4B |
| Norris Perne & French LLP | 0001092290 | Jul 24, 2024 | 144 | $1.4B |
| Boston Family Office LLC | 0001039807 | Aug 12, 2024 | 265 | $1.4B |
| Fairholme Capital Management | 0001056831 | Aug 14, 2024 | 7 | $1.4B |
| Summit Global Investments | 0001697953 | Jul 22, 2024 | 488 | $1.4B |
| Hill City Capital, LP | 0001837343 | Aug 14, 2024 | 24 | $1.4B |
| Smith Salley Wealth Management | 0001482012 | Jul 29, 2024 | 225 | $1.4B |
| Rehmann Capital Advisory Group | 0001633037 | Aug 12, 2024 | 575 | $1.4B |
| NBT Bank, N.A. | 0000898413 | Jul 30, 2024 | 600 | $1.4B |
| Apexium Financial, LP | 0001765285 | Aug 6, 2024 | 227 | $1.4B |
| Franklin Street Advisors Inc. | 0001010873 | Jul 18, 2024 | 173 | $1.4B |
| PFG Investments, LLC | 0001973224 | Aug 7, 2024 | 943 | $1.4B |
| General American Investors Co. Inc. | 0000040417 | Aug 5, 2024 | 70 | $1.4B |
| NYL Investors LLC | 0001606720 | Aug 13, 2024 | 34 | $1.4B |
| Legacy Private Trust Co. | 0001352547 | Jul 12, 2024 | 229 | $1.4B |
| Clarius Group, LLC | 0001664214 | Jul 11, 2024 | 447 | $1.4B |
| Sourcerock Group LLC | 0001822531 | Aug 14, 2024 | 34 | $1.4B |
| Frank, Rimerman Advisors LLC | 0001977560 | Aug 13, 2024 | 538 | $1.4B |
| Himension Capital (singapore) Pte. LTD. | 0001817652 | Aug 13, 2024 | 51 | $1.4B |
| Meeder Advisory Services, Inc. | 0001792167 | Aug 8, 2024 | 513 | $1.4B |
| CSM Advisors, LLC | 0001863523 | Aug 14, 2024 | 126 | $1.4B |
| Simon Quick Advisors, LLC | 0001692038 | Aug 2, 2024 | 390 | $1.4B |
| Janney Capital Management LLC | 0001569855 | Jul 25, 2024 | 224 | $1.4B |
| Abdiel Capital Advisors, LP | 0001578684 | Aug 14, 2024 | 7 | $1.4B |
| RWC Asset Management LLP | 0001520478 | Aug 1, 2024 | 102 | $1.4B |
| Mane Global Capital Management LP | 0001856155 | Aug 14, 2024 | 40 | $1.4B |
| Meeder Asset Management Inc. | 0000809443 | Aug 8, 2024 | 858 | $1.4B |
| Zhang Financial LLC | 0001776290 | Jul 19, 2024 | 267 | $1.4B |
| Patten & Patten Inc. | 0001044905 | Aug 13, 2024 | 305 | $1.4B |
| Gsa Capital Partners LLP | 0001362033 | Aug 15, 2024 | 1,577 | $1.4B |
| Aureus Asset Management, LLC | 0001381296 | Aug 13, 2024 | 201 | $1.4B |
| Aventail Capital Group, LP | 0001803822 | Aug 14, 2024 | 89 | $1.4B |
| Virtu Financial LLC | 0001533964 | Aug 9, 2024 | 1,249 | $1.4B |
| S&co Inc. | 0001082461 | Aug 8, 2024 | 217 | $1.4B |
| Belpointe Asset Management LLC | 0001721242 | Aug 2, 2024 | 849 | $1.4B |
| Evensky & Katz LLC | 0001357867 | Jul 26, 2024 | 85 | $1.4B |