| Tetrad Corp. | 0000883597 | Aug 5, 2025 | 3 | $1.0B |
| PrairieView Partners, LLC | 0001726673 | Jul 25, 2025 | 397 | $1.0B |
| Root Financial Partners, LLC | 0001977181 | Aug 11, 2025 | 253 | $1.0B |
| Tremblant Capital Group | 0001353312 | Aug 14, 2025 | 43 | $1.0B |
| Goldentree Asset Management LP | 0001278951 | Aug 14, 2025 | 27 | $1.0B |
| Quent Capital, LLC | 0001912338 | Jul 21, 2025 | 282 | $1.0B |
| Winthrop Advisory Group LLC | 0001739043 | Jul 23, 2025 | 181 | $1.0B |
| Amica Mutual Insurance Co. | 0000857508 | Aug 7, 2025 | 139 | $1.0B |
| Heritage Financial Services, LLC | 0001752035 | Jul 18, 2025 | 125 | $1.0B |
| JNBA Financial Advisors | 0001569118 | Jul 24, 2025 | 651 | $1.0B |
| GRS Advisors, LLC | 0001544554 | Aug 14, 2025 | 27 | $1.0B |
| Villere St Denis J & Co. LLC | 0001113629 | Jul 24, 2025 | 81 | $1.0B |
| Knollwood Investment Advisory, LLC | 0001999346 | Aug 13, 2025 | 354 | $1.0B |
| Hodges Capital Management Inc. | 0001337263 | Aug 7, 2025 | 209 | $1.0B |
| Qsemble Capital Management, LP | 0001766159 | Aug 11, 2025 | 410 | $1.0B |
| Fishman Jay A Ltd. | 0001006407 | Jul 22, 2025 | 79 | $1.0B |
| MBL Wealth, LLC | 0001845785 | Jul 22, 2025 | 239 | $1.0B |
| First Nebraska Trust Co | 0002134841 | Jun 10, 2026 | 195 | $1.0B |
| Motco | 0001306333 | Aug 1, 2025 | 611 | $1.0B |
| Carrhae Capital LLP | 0001555254 | Aug 5, 2025 | 25 | $1.0B |
| Wescott Financial Advisory Group, LLC | 0001864880 | Aug 11, 2025 | 174 | $1.0B |
| Anderson Hoagland & Co. | 0000791191 | Jul 10, 2025 | 146 | $1.0B |
| Tortoise Investment Management, LLC | 0001599511 | Aug 8, 2025 | 1,284 | $1.0B |
| Diversified Portfolios, Inc. | 0001634212 | Aug 11, 2025 | 163 | $1.0B |
| JTC Employer Solutions Trustee Ltd | 0001875645 | Jul 29, 2025 | 310 | $1.0B |
| Wellesley Asset Management | 0001533551 | Aug 5, 2025 | 64 | $1.0B |
| Nexpoint Asset Management, L.P. | 0001469877 | Aug 14, 2025 | 85 | $1.0B |
| Parsifal Capital Management, LP | 0001776090 | Aug 14, 2025 | 13 | $1.0B |
| Private Trust Co. NA | 0001277557 | Jul 29, 2025 | 2,468 | $1.1B |
| Clear Creek Financial Management, LLC | 0001784235 | Jul 23, 2025 | 538 | $1.1B |
| Bluespring Wealth Management, LLC | 0001557485 | Aug 6, 2025 | 198 | $1.1B |
| Technology Crossover Management XI, Ltd. | 0001977402 | Aug 13, 2025 | 3 | $1.1B |
| SIH Partners, LLLP | 0001996244 | Aug 14, 2025 | 127 | $1.1B |
| BW Gestao de Investimentos Ltda. | 0001568280 | Aug 14, 2025 | 81 | $1.1B |
| Johnson Financial Group, LLC | 0001706327 | Aug 11, 2025 | 77 | $1.1B |
| Dendur Capital LP | 0001782124 | Aug 14, 2025 | 19 | $1.1B |
| Means Investment Co., Inc. | 0000701516 | Jul 25, 2025 | 189 | $1.1B |
| Traphagen Investment Advisors LLC | 0002023380 | Jul 23, 2025 | 188 | $1.1B |
| Procyon Advisors, LLC | 0001804329 | Jul 9, 2025 | 457 | $1.1B |
| Talbot Financial, LLC | 0001966180 | Jul 22, 2025 | 63 | $1.1B |
| Ledyard National Bank | 0001310658 | Aug 4, 2025 | 215 | $1.1B |
| Armstrong Henry H Associates Inc. | 0001056827 | Jul 7, 2025 | 58 | $1.1B |
| TD Capital Management LLC | 0001483824 | Aug 8, 2025 | 695 | $1.1B |
| Trust Point Inc. | 0001635633 | Jul 10, 2025 | 387 | $1.1B |
| Waycross Partners, LLC | 0001844873 | Jul 15, 2025 | 93 | $1.1B |
| American Trust | 0001905128 | Sep 3, 2025 | 302 | $1.1B |
| Fiduciary Group, LLC | 0001645890 | Aug 13, 2025 | 285 | $1.1B |
| China Universal Asset Management Co., Ltd. | 0001906594 | Aug 28, 2025 | 477 | $1.1B |
| Certuity, LLC | 0001800752 | Aug 14, 2025 | 424 | $1.1B |
| American Securities LLC | 0001475483 | Jul 29, 2025 | 1 | $1.1B |
| Dock Street Asset Management Inc. | 0001172779 | Jul 28, 2025 | 48 | $1.1B |
| Kwmg, LLC | 0001633024 | Jul 15, 2025 | 146 | $1.1B |
| Taiyo Life Insurance Co. | 0001254890 | Jul 16, 2025 | 9 | $1.1B |
| Transamerica Financial Advisors, LLC | 0001502149 | Aug 14, 2025 | 567 | $1.1B |
| Nicola Wealth Management LTD. | 0001734493 | Aug 11, 2025 | 104 | $1.1B |
| SPX Gestao de Recursos Ltda | 0001589176 | Aug 12, 2025 | 97 | $1.1B |
| Private Advisory Group LLC | 0001632965 | Aug 7, 2025 | 200 | $1.1B |
| Godsey & Gibb, Inc. | 0000887402 | Jul 23, 2025 | 354 | $1.1B |
| SlateStone Wealth, LLC | 0001764049 | Aug 12, 2025 | 292 | $1.1B |
| Abdiel Capital Advisors, LP | 0001578684 | Aug 14, 2025 | 8 | $1.1B |
| Integral Health Asset Management, LLC | 0001773206 | Aug 14, 2025 | 70 | $1.1B |
| Texas Capital Bank Wealth Management Services Inc | 0001802655 | Aug 13, 2025 | 224 | $1.1B |
| PPSC Investment Service Corp | 0001964389 | Jul 24, 2025 | 7 | $1.1B |
| Abrams Bison Investments, LLC | 0001317588 | Aug 14, 2025 | 8 | $1.1B |
| Goodnow Investment Group, LLC | 0001362255 | Aug 14, 2025 | 24 | $1.1B |
| Neumeier Poma Investment Counsel LLC | 0001044936 | Aug 12, 2025 | 41 | $1.1B |
| Kimmeridge Energy Management Company, LLC | 0001706220 | Aug 14, 2025 | 3 | $1.1B |
| Moneco Advisors, LLC | 0001765690 | Aug 13, 2025 | 468 | $1.1B |
| Marks Group Wealth Management, Inc | 0001802473 | Jul 22, 2025 | 293 | $1.1B |
| Amplius Wealth Advisors, LLC | 0001900584 | Aug 4, 2025 | 201 | $1.1B |
| City of London Investment Management Co. Ltd. | 0001034546 | Aug 8, 2025 | 81 | $1.1B |
| Clearlake Capital Group, L.P. | 0001688282 | Aug 14, 2025 | 6 | $1.1B |
| Tweedy, Browne Co LLC | 0000732905 | Jul 29, 2025 | 91 | $1.1B |
| Brandywine Oak Private Wealth LLC | 0001764694 | Jul 24, 2025 | 233 | $1.1B |
| Canandaigua National Bank & Trust Co. | 0001074266 | Jul 8, 2025 | 310 | $1.1B |
| Summit Financial Strategies, Inc. | 0001625246 | Jul 17, 2025 | 155 | $1.1B |
| Tritonpoint Wealth, LLC | 0002008171 | Jul 17, 2025 | 344 | $1.1B |
| Sone Capital Management, LLC | 0002026215 | Aug 14, 2025 | 98 | $1.1B |
| Tompkins Financial Corp. | 0001005817 | Jul 10, 2025 | 543 | $1.1B |
| Parkwood LLC | 0001597823 | Aug 14, 2025 | 82 | $1.1B |
| Woodstock Corp. | 0001008877 | Jul 9, 2025 | 156 | $1.1B |
| J. L. Bainbridge & Co., Inc. | 0001742315 | Aug 12, 2025 | 101 | $1.1B |
| Nwi Management LP | 0001103887 | Dec 5, 2025 | 45 | $1.1B |
| Caption Management, LLC | 0001706766 | Aug 14, 2025 | 494 | $1.1B |
| Cape Cod Five Cents Savings Bank | 0001054646 | Nov 5, 2025 | 189 | $1.1B |
| Capital Investment Services of America, Inc. | 0000811360 | Jul 30, 2025 | 84 | $1.1B |
| Forbes J M & Co. LLP | 0001067532 | Jul 18, 2025 | 141 | $1.1B |
| Moody National Bank Trust Division | 0001092903 | Jul 10, 2025 | 495 | $1.1B |
| Clearwater Capital Advisors, LLC | 0001690531 | Aug 12, 2025 | 163 | $1.1B |
| Arnhold LLC | 0001733755 | Jul 29, 2025 | 119 | $1.1B |
| Hengehold Capital Management LLC | 0001536430 | Jul 17, 2025 | 211 | $1.1B |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 0001474069 | Aug 14, 2025 | 13 | $1.1B |
| Fidelis Capital Partners, LLC | 0001962755 | Aug 7, 2025 | 445 | $1.1B |
| Casdin Capital, LLC | 0001534261 | Aug 14, 2025 | 33 | $1.1B |
| Kintegral Advisory, LLC | 0001569518 | Jul 25, 2025 | 237 | $1.1B |
| Situational Awareness | 0002045724 | Aug 14, 2025 | 7 | $1.1B |
| RMR Wealth Builders | 0001803848 | Jul 8, 2025 | 285 | $1.1B |
| Moss Adams Wealth Advisors LLC | 0001661245 | Jul 17, 2025 | 255 | $1.1B |
| One Day In July LLC | 0001823172 | Aug 4, 2025 | 139 | $1.1B |
| Smith Anglin Financial, LLC | 0001553540 | Jul 17, 2025 | 209 | $1.1B |