| Moody National Bank Trust Division | 0001092903 | Jan 13, 2025 | 478 | $956.2M |
| PrairieView Partners, LLC | 0001726673 | Jan 29, 2025 | 392 | $956.5M |
| AlphaStar Capital Management, LLC | 0001633857 | Jan 28, 2025 | 201 | $956.6M |
| Wellspring Financial Advisors, LLC | 0001811308 | Feb 13, 2025 | 147 | $957.1M |
| Caldwell Trust Co | 0002080218 | Sep 24, 2025 | 711 | $957.3M |
| Bridgewater Advisors Inc. | 0001600319 | Jan 16, 2025 | 129 | $958.0M |
| CoreView Capital Management Ltd | 0001842785 | Feb 18, 2025 | 9 | $959.7M |
| Means Investment Co., Inc. | 0000701516 | Jan 24, 2025 | 204 | $960.7M |
| Jackson Square Partners, LLC | 0001605911 | Feb 12, 2025 | 60 | $960.9M |
| Helikon Investments Ltd | 0001839497 | Jan 22, 2025 | 19 | $961.0M |
| Wellesley Asset Management | 0001533551 | Jan 27, 2025 | 58 | $962.3M |
| Tensile Capital Management LP | 0001598843 | Feb 14, 2025 | 17 | $962.5M |
| FourThought Financial Partners, LLC | 0001956790 | Feb 4, 2025 | 318 | $962.7M |
| MIG Capital, LLC | 0001425649 | Feb 13, 2025 | 71 | $963.5M |
| Pacific Life Fund Advisors LLC | 0001499091 | Jan 31, 2025 | 22 | $964.5M |
| Wescott Financial Advisory Group, LLC | 0001864880 | Feb 12, 2025 | 174 | $965.0M |
| Quent Capital, LLC | 0001912338 | Jan 29, 2025 | 1,343 | $966.0M |
| Connable Office Inc. | 0000914933 | Feb 5, 2025 | 227 | $966.5M |
| Rivulet Capital, LLC | 0001566691 | Feb 14, 2025 | 12 | $966.5M |
| Benchstone Capital Management LP | 0002016777 | Feb 14, 2025 | 36 | $966.9M |
| RMR Wealth Builders | 0001803848 | Jan 14, 2025 | 256 | $967.5M |
| Petredis Investment Advisors LLC | 0001964544 | Jan 21, 2025 | 98 | $967.7M |
| Conservest Capital Advisors, Inc. | 0001705716 | Feb 5, 2025 | 109 | $968.0M |
| Insigneo Advisory Services, LLC | 0001964958 | Feb 13, 2025 | 626 | $968.3M |
| Eversept Partners, LP | 0001697013 | Feb 14, 2025 | 62 | $969.1M |
| Jia Investment Alliance Pte. LTD. | 0001966595 | Jan 14, 2025 | 21 | $969.1M |
| QV Investors Inc. | 0001570253 | Jan 13, 2025 | 63 | $969.9M |
| SIR Capital Management, L.P. | 0001434997 | Feb 14, 2025 | 73 | $969.9M |
| Dorsey Asset Management | 0001671657 | Feb 14, 2025 | 11 | $970.0M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0002047540 | Feb 7, 2025 | 353 | $970.1M |
| Abrams Bison Investments, LLC | 0001317588 | Feb 14, 2025 | 8 | $970.9M |
| Entropy Technologies, LP | 0001976151 | Jan 28, 2025 | 691 | $971.0M |
| Kwmg, LLC | 0001633024 | Jan 13, 2025 | 139 | $971.0M |
| Pertento Partners LLP | 0001894571 | Feb 12, 2025 | 24 | $972.3M |
| Anderson Hoagland & Co. | 0000791191 | Jan 21, 2025 | 137 | $972.4M |
| Rhenman & Partners Asset Management AB | 0001599882 | Feb 13, 2025 | 92 | $972.9M |
| Tetrad Corp. | 0000883597 | Aug 1, 2025 | 3 | $973.6M |
| Private Trust Co. NA | 0001277557 | Feb 5, 2025 | 2,335 | $974.0M |
| HBW Advisory Services LLC | 0001790525 | Jan 10, 2025 | 375 | $974.4M |
| Bluespring Wealth Management, LLC | 0001557485 | Feb 3, 2025 | 189 | $974.7M |
| BDF-Gestion | 0001632812 | Jan 23, 2025 | 136 | $974.8M |
| Motco | 0001306333 | Feb 5, 2025 | 483 | $974.9M |
| Schwerin Boyle Capital Management Inc. | 0000937522 | Feb 13, 2025 | 53 | $974.9M |
| Amplius Wealth Advisors, LLC | 0001900584 | Jan 16, 2025 | 177 | $975.3M |
| First Heartland Consultants, Inc. | 0001428793 | Feb 18, 2025 | 448 | $975.3M |
| Amica Mutual Insurance Co. | 0000857508 | Feb 12, 2025 | 135 | $975.9M |
| Clean Energy Transition LLP | 0001911523 | Feb 13, 2025 | 15 | $976.3M |
| Townsend & Associates, Inc | 0001729359 | Feb 4, 2025 | 102 | $976.5M |
| Avenir Corp. | 0001033475 | Feb 13, 2025 | 69 | $976.8M |
| Texas Capital Bank Wealth Management Services Inc | 0001802655 | Feb 13, 2025 | 161 | $977.8M |
| JNBA Financial Advisors | 0001569118 | Jan 30, 2025 | 648 | $979.3M |
| Providence Equity Partners L.L.C. | 0001492133 | Feb 14, 2025 | 3 | $980.0M |
| Teewinot Capital Advisers, L.L.C. | 0001574886 | Feb 14, 2025 | 26 | $980.2M |
| Smartleaf Asset Management LLC | 0002010393 | Feb 5, 2025 | 2,917 | $980.8M |
| Willow Creek Wealth Management Inc. | 0001632407 | Feb 14, 2025 | 153 | $980.9M |
| Waddell & Associates, LLC | 0001776757 | May 14, 2025 | 154 | $981.0M |
| Hook Mill Capital Partners, LP | 0001943395 | Feb 14, 2025 | 42 | $982.0M |
| Guardian Partners Inc. | 0001884799 | Feb 11, 2025 | 165 | $982.8M |
| Jacobs & Co. | 0001055544 | Jan 10, 2025 | 126 | $983.0M |
| Traphagen Investment Advisors LLC | 0002023380 | Jan 17, 2025 | 180 | $983.0M |
| TD Capital Management LLC | 0001483824 | Feb 5, 2025 | 586 | $984.3M |
| Bath Savings Trust Co | 0001384943 | Jan 7, 2025 | 159 | $984.4M |
| Palisade Asset Management, LLC | 0001434323 | Feb 11, 2025 | 193 | $985.6M |
| Intrust Bank NA | 0001034771 | Feb 12, 2025 | 388 | $986.5M |
| Regal Partners Ltd | 0001577774 | Feb 14, 2025 | 56 | $987.7M |
| Fiduciary Alliance LLC | 0001954805 | Jan 13, 2025 | 353 | $989.1M |
| CTC LLC | 0001445893 | Feb 19, 2025 | 74 | $991.3M |
| Cable Hill Partners, LLC | 0001674581 | Feb 5, 2025 | 224 | $992.0M |
| Wealthcare Capital Management LLC | 0001516450 | Jan 15, 2025 | 87 | $992.7M |
| Troluce Capital Advisors LLC | 0001910321 | Feb 14, 2025 | 16 | $992.9M |
| Trans-Canada Capital Inc. | 0001896476 | Feb 12, 2025 | 16 | $993.7M |
| Oriental Harbor Investment Master Fund | 0002046333 | Jan 8, 2025 | 14 | $994.8M |
| Headlands Technologies LLC | 0001570271 | Feb 12, 2025 | 1,160 | $995.3M |
| UNC Management Company, Inc. | 0001911286 | Feb 14, 2025 | 4 | $995.5M |
| MBL Wealth, LLC | 0001845785 | Apr 21, 2025 | 221 | $996.5M |
| Fiduciary Group, LLC | 0001645890 | Feb 11, 2025 | 268 | $997.1M |
| Browning West LP | 0001825564 | Feb 14, 2025 | 3 | $998.3M |
| 8 Knots Management, LLC | 0001849457 | Feb 14, 2025 | 17 | $999.4M |
| Nexus Investment Management ULC | 0001476329 | Jan 15, 2025 | 69 | $999.7M |
| Fidelis Capital Partners, LLC | 0001962755 | Feb 6, 2025 | 439 | $1.0B |
| Armstrong Henry H Associates Inc. | 0001056827 | Jan 13, 2025 | 58 | $1.0B |
| Silver Point Capital L.P. | 0001332784 | Feb 14, 2025 | 11 | $1.0B |
| Godsey & Gibb, Inc. | 0000887402 | Jan 14, 2025 | 369 | $1.0B |
| First American Trust, FSB | 0000036066 | Feb 11, 2025 | 229 | $1.0B |
| Telemark Asset Management, LLC | 0001420816 | Feb 10, 2025 | 54 | $1.0B |
| Avidity Partners Management LP | 0001791827 | Feb 14, 2025 | 61 | $1.0B |
| Atalan Capital Partners, LP | 0001662906 | Feb 14, 2025 | 9 | $1.0B |
| Fairmount Funds Management LLC | 0001802528 | Feb 14, 2025 | 17 | $1.0B |
| City of London Investment Management Co. Ltd. | 0001034546 | Feb 14, 2025 | 86 | $1.0B |
| U S Global Investors Inc. | 0000754811 | Feb 5, 2025 | 125 | $1.0B |
| Crescent Grove Advisors, LLC | 0001713520 | Jan 21, 2025 | 277 | $1.0B |
| Transamerica Financial Advisors, LLC | 0001502149 | Feb 12, 2025 | 575 | $1.0B |
| Bracebridge Capital, LLC | 0001426486 | Feb 14, 2025 | 35 | $1.0B |
| Wendell David Associates Inc. | 0000878228 | Jan 17, 2025 | 154 | $1.0B |
| First Business Financial Services, Inc. | 0001521951 | Feb 6, 2025 | 162 | $1.0B |
| WealthPlan Investment Management, LLC | 0001929986 | Jan 30, 2025 | 262 | $1.0B |
| Technology Crossover Management IX, Ltd. | 0001698264 | Feb 11, 2025 | 6 | $1.0B |
| GRS Advisors, LLC | 0001544554 | Feb 14, 2025 | 30 | $1.0B |
| Main Street Financial Solutions, LLC | 0001763350 | Feb 13, 2025 | 472 | $1.0B |
| Arnhold LLC | 0001733755 | Feb 14, 2025 | 117 | $1.0B |