| KMG Fiduciary Partners, LLC | 0001773205 | Jan 15, 2025 | 270 | $1.2B |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 0001474069 | Feb 14, 2025 | 14 | $1.2B |
| Cahaba Wealth Management, Inc. | 0001716399 | Feb 13, 2025 | 145 | $1.2B |
| Coliseum Capital Management, LLC | 0001409751 | Feb 14, 2025 | 14 | $1.2B |
| Angeles Wealth Management, LLC | 0001929170 | Jan 28, 2025 | 369 | $1.2B |
| Nixon Peabody Trust Co. | 0001626757 | Feb 5, 2025 | 147 | $1.2B |
| Naspers Ltd. | 0001106051 | Feb 12, 2025 | 4 | $1.2B |
| Ashe Capital Management, LP | 0001632715 | Feb 14, 2025 | 7 | $1.2B |
| Icon Wealth Advisors, LLC | 0001963212 | Feb 14, 2025 | 502 | $1.2B |
| Alaska Permanent Capital Management, LLC | 0001426771 | Jan 29, 2025 | 41 | $1.2B |
| YHB Investment Advisors, Inc. | 0001469219 | Jan 22, 2025 | 277 | $1.2B |
| McDaniel Terry & Co. | 0001104366 | Feb 3, 2025 | 101 | $1.2B |
| Cannae Holdings, Inc. | 0001704720 | Jan 16, 2025 | 5 | $1.2B |
| Greenvale Capital LLP | 0001768041 | Feb 14, 2025 | 15 | $1.2B |
| Cornerstone Wealth Group, LLC | 0001774879 | Jan 22, 2025 | 272 | $1.2B |
| Main Management LLC | 0001583092 | Feb 14, 2025 | 134 | $1.2B |
| Stone Point Capital LLC | 0001332638 | Feb 12, 2025 | 5 | $1.2B |
| Clearlake Capital Group, L.P. | 0001688282 | Feb 14, 2025 | 6 | $1.2B |
| American Assets Investment Management, LLC | 0001389256 | Feb 10, 2025 | 155 | $1.2B |
| Wealthquest Corp | 0001632968 | Jan 16, 2025 | 128 | $1.2B |
| Strategy Capital LLC | 0001592413 | Feb 13, 2025 | 10 | $1.2B |
| J.Safra Asset Management Corp | 0001535293 | Feb 6, 2025 | 341 | $1.2B |
| Creative Financial Designs Inc. | 0000819864 | Feb 10, 2025 | 1,794 | $1.2B |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0001965756 | Jan 31, 2025 | 337 | $1.2B |
| Proficio Capital Partners LLC | 0001654175 | Feb 6, 2025 | 364 | $1.2B |
| Hemenway Trust Co LLC | 0001494234 | Feb 13, 2025 | 125 | $1.2B |
| Taiyo Life Insurance Co. | 0001254890 | Jan 30, 2025 | 11 | $1.2B |
| Triodos Investment Management BV | 0001748729 | Feb 12, 2025 | 49 | $1.2B |
| Lutz Financial Services LLC | 0001737112 | Feb 4, 2025 | 92 | $1.2B |
| Elevation Point Wealth Partners, LLC | 0001744349 | Feb 3, 2026 | 537 | $1.2B |
| Wolf Hill Capital Management, LP | 0001785988 | Feb 13, 2025 | 32 | $1.2B |
| Clear Harbor Asset Management, LLC | 0001511857 | Jan 17, 2025 | 374 | $1.2B |
| Campbell Newman Asset Management Inc. | 0000874791 | Jan 14, 2025 | 103 | $1.2B |
| Sound View Wealth Advisors Group, LLC | 0001784777 | Feb 7, 2025 | 415 | $1.2B |
| Sage Financial Group Inc. | 0000882119 | Jan 23, 2025 | 100 | $1.2B |
| Verdence Capital Advisors LLC | 0001719305 | Feb 6, 2025 | 631 | $1.2B |
| 1607 Capital Partners, LLC | 0001436866 | Feb 13, 2025 | 131 | $1.2B |
| Stonebridge Capital Advisors LLC | 0001600035 | Feb 14, 2025 | 214 | $1.2B |
| Schaper Benz & Wise Investment Counsel Inc. | 0001033974 | Feb 7, 2025 | 149 | $1.2B |
| Keel Point, LLC | 0001386935 | Feb 14, 2025 | 435 | $1.2B |
| Sepio Capital, LP | 0001751412 | Feb 13, 2025 | 291 | $1.2B |
| Nationwide Fund Advisors | 0001097218 | Jan 23, 2025 | 7 | $1.2B |
| NewSquare Capital LLC | 0001546989 | Feb 6, 2025 | 913 | $1.3B |
| Guardian Wealth Advisors, LLC / NC | 0001901403 | Feb 14, 2025 | 517 | $1.3B |
| CORDA Investment Management, LLC. | 0001545812 | Feb 5, 2025 | 72 | $1.3B |
| Armstrong Advisory Group, Inc. | 0001932952 | Jan 14, 2025 | 842 | $1.3B |
| Baskin Financial Services Inc. | 0001511098 | Jan 24, 2025 | 49 | $1.3B |
| First Long Island Investors, LLC | 0001490429 | Feb 14, 2025 | 66 | $1.3B |
| Kimelman & Baird, LLC | 0001318103 | Feb 10, 2025 | 355 | $1.3B |
| Ycg, LLC | 0001584801 | Feb 10, 2025 | 38 | $1.3B |
| Progeny 3, Inc. | 0001536006 | Feb 14, 2025 | 32 | $1.3B |
| Lee Danner & Bass Inc. | 0000939219 | Feb 11, 2025 | 748 | $1.3B |
| Nwi Management LP | 0001103887 | Feb 14, 2025 | 46 | $1.3B |
| Mill Capital Management, LLC | 0001901166 | Feb 11, 2025 | 124 | $1.3B |
| Wealthspire Retirement, LLC | 0002040084 | Feb 13, 2025 | 291 | $1.3B |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0001639753 | Feb 10, 2025 | 58 | $1.3B |
| Bronte Capital Management Pty Ltd. | 0001471085 | Feb 10, 2025 | 24 | $1.3B |
| Morningstar Investment Management LLC | 0001673385 | Feb 3, 2025 | 212 | $1.3B |
| Sfmg, LLC | 0001512026 | Feb 11, 2025 | 273 | $1.3B |
| LBMC Investment Advisors, LLC | 0001536924 | Jan 16, 2025 | 198 | $1.3B |
| Asset Dedication, LLC | 0001475896 | Jan 23, 2025 | 1,094 | $1.3B |
| Triglav Investments, D.O.O. | 0002056690 | Feb 14, 2025 | 124 | $1.3B |
| Phillips Financial Management, LLC | 0001350660 | Feb 10, 2025 | 259 | $1.3B |
| Kanawha Capital Management LLC | 0001164478 | Jan 30, 2025 | 210 | $1.3B |
| Easterly Investment Partners LLC | 0001766150 | Feb 12, 2025 | 196 | $1.3B |
| Oak Ridge Investments LLC | 0001054554 | Jan 15, 2025 | 167 | $1.3B |
| Sandhill Capital Partners LLC | 0001556245 | Feb 13, 2025 | 95 | $1.3B |
| Avity Investment Management Inc. | 0000926834 | Jan 14, 2025 | 107 | $1.3B |
| Executive Wealth Management, LLC | 0001542611 | Feb 13, 2025 | 255 | $1.3B |
| Sax Wealth Advisors, LLC | 0001846150 | Jan 15, 2025 | 328 | $1.3B |
| Stadion Money Management, LLC | 0001321220 | Feb 14, 2025 | 24 | $1.3B |
| Taconic Capital Advisors LP | 0001390113 | Feb 14, 2025 | 68 | $1.3B |
| Trust Asset Management LLC | 0001608376 | Jan 16, 2025 | 226 | $1.3B |
| Broadwood Capital Inc. | 0001278387 | Feb 14, 2025 | 7 | $1.3B |
| Bristlecone Advisors, LLC | 0001671716 | Jan 29, 2025 | 361 | $1.3B |
| Deer Management Co. LLC | 0001494127 | Feb 14, 2025 | 10 | $1.3B |
| E-L Financial Corp Ltd | 0001697865 | Jan 30, 2025 | 1 | $1.3B |
| Shufro Rose & Co. LLC | 0000908195 | Feb 25, 2025 | 293 | $1.3B |
| Diversify Wealth Management, LLC | 0002030780 | Jan 16, 2025 | 514 | $1.3B |
| Foster Dykema Cabot & Partners, LLC | 0002011882 | Feb 13, 2025 | 379 | $1.3B |
| Dnca Finance | 0001752759 | Feb 13, 2025 | 136 | $1.3B |
| Traynor Capital Management, Inc. | 0001666786 | Jan 17, 2025 | 254 | $1.3B |
| Tributary Capital Management, LLC | 0001441888 | Jan 21, 2025 | 211 | $1.3B |
| TIG Advisors, LLC | 0001358253 | Feb 14, 2025 | 45 | $1.3B |
| Synergy Asset Management, LLC | 0001699080 | Jan 23, 2025 | 877 | $1.3B |
| Natixis Investment Managers International | 0001166767 | Feb 13, 2025 | 220 | $1.3B |
| Campbell & CO Investment Adviser LLC | 0001353570 | Feb 10, 2025 | 1,017 | $1.3B |
| Needham Investment Management LLC | 0001167212 | Feb 14, 2025 | 150 | $1.3B |
| KGH Ltd | 0001549641 | Feb 14, 2025 | 23 | $1.3B |
| Mesirow Institutional Investment Management, Inc. | 0001947591 | Feb 13, 2025 | 131 | $1.3B |
| Willis Johnson & Associates, Inc. | 0001853239 | Feb 14, 2025 | 154 | $1.3B |
| Goldentree Asset Management LP | 0001278951 | Feb 14, 2025 | 27 | $1.3B |
| Sonora Investment Management Group, LLC | 0001907552 | Jan 23, 2025 | 298 | $1.3B |
| Private Wealth Partners, LLC | 0001335851 | Feb 3, 2025 | 171 | $1.3B |
| Schechter Investment Advisors, LLC | 0001951586 | Feb 6, 2025 | 663 | $1.3B |
| M.D. Sass, LLC | 0000922940 | Feb 11, 2025 | 33 | $1.3B |
| Foster Victor Wealth Advisors, LLC | 0001769063 | Jan 23, 2025 | 191 | $1.3B |
| Alerus Financial NA | 0000919458 | Feb 12, 2025 | 157 | $1.3B |
| Long Focus Capital Management, LLC | 0001602716 | Feb 14, 2025 | 88 | $1.3B |
| Wesleyan Assurance Society | 0001773368 | Feb 14, 2025 | 108 | $1.3B |