| Wedmont Private Capital | 0001904274 | Oct 8, 2024 | 668 | $1.8B |
| Quintet Private Bank (Europe) S.A. | 0001977290 | Oct 30, 2024 | 201 | $1.7B |
| Accredited Investors Inc. | 0001518364 | Nov 6, 2024 | 236 | $1.7B |
| PFM Health Sciences, LP | 0001442756 | Nov 14, 2024 | 74 | $1.7B |
| Cinctive Capital Management LP | 0001787258 | Nov 14, 2024 | 347 | $1.7B |
| Gobi Capital LLC | 0001698060 | Nov 14, 2024 | 10 | $1.7B |
| JB Capital LLC | 0001879371 | Oct 31, 2024 | 217 | $1.7B |
| Harvard Management Co. Inc. | 0001082621 | Nov 14, 2024 | 15 | $1.7B |
| Blackhill Capital Inc. | 0000872162 | Nov 12, 2024 | 52 | $1.7B |
| Cryder Capital Partners LLP | 0001633969 | Nov 6, 2024 | 9 | $1.7B |
| Arvest Bank Trust Division | 0001625959 | Nov 25, 2024 | 172 | $1.7B |
| Mirae Asset Securities (usa) Inc. | 0000890203 | Nov 6, 2024 | 77 | $1.7B |
| RWC Asset Management LLP | 0001520478 | Oct 31, 2024 | 121 | $1.7B |
| Atlantic Union Bankshares Corp | 0000883948 | Nov 14, 2024 | 320 | $1.7B |
| CSS LLC | 0001103646 | Nov 14, 2024 | 596 | $1.7B |
| HighPoint Advisor Group LLC | 0001616034 | Nov 4, 2024 | 699 | $1.7B |
| Glazer Capital, LLC | 0001076809 | Nov 14, 2024 | 132 | $1.7B |
| Empirical Finance, LLC | 0001572838 | Nov 6, 2024 | 502 | $1.7B |
| Massachusetts Mutual Life Insurance Co. | 0000225602 | Nov 15, 2024 | 2 | $1.7B |
| Mason Investment Advisory Services, Inc. | 0001635007 | Nov 12, 2024 | 73 | $1.7B |
| Soma Equity Partners LP | 0001680964 | Nov 14, 2024 | 18 | $1.7B |
| New Mountain Capital, L.L.C. | 0001407718 | Nov 14, 2024 | 2 | $1.7B |
| Opti Capital Management, LP | 0001738654 | Nov 14, 2024 | 55 | $1.7B |
| Midland Wealth Advisors, LLC | 0001990058 | Oct 23, 2024 | 191 | $1.7B |
| Sigma Investment Counselors Inc. | 0001085163 | Oct 23, 2024 | 198 | $1.7B |
| Aventail Capital Group, LP | 0001803822 | Nov 14, 2024 | 91 | $1.7B |
| Redmile Group, LLC | 0001425738 | Nov 14, 2024 | 63 | $1.7B |
| Theleme Partners LLP | 0001511881 | Nov 14, 2024 | 10 | $1.7B |
| Trajan Wealth LLC | 0001934415 | Oct 25, 2024 | 181 | $1.7B |
| Pitcairn Co. | 0000315014 | Nov 12, 2024 | 709 | $1.7B |
| Motley Fool Asset Management LLC | 0001512814 | Nov 14, 2024 | 209 | $1.7B |
| Grandfield & Dodd, LLC | 0001308016 | Nov 8, 2024 | 207 | $1.7B |
| Strategic Financial Services, Inc. | 0001432539 | Nov 14, 2024 | 141 | $1.7B |
| Acropolis Investment Management, LLC | 0001318601 | Nov 14, 2024 | 299 | $1.7B |
| Harvest Fund Management Co., Ltd | 0001694126 | Nov 13, 2024 | 627 | $1.7B |
| Alta Capital Management LLC/ | 0001093589 | Nov 12, 2024 | 92 | $1.7B |
| Concourse Financial Group Securities, Inc. | 0000752798 | Oct 10, 2024 | 11,473 | $1.7B |
| Waratah Capital Advisors Ltd. | 0001539919 | Nov 12, 2024 | 98 | $1.7B |
| Sageworth Trust Co | 0001482688 | Oct 24, 2024 | 107 | $1.7B |
| Belvedere Trading LLC | 0001632341 | Nov 1, 2024 | 188 | $1.7B |
| GM Advisory Group, LLC | 0001598304 | Nov 12, 2024 | 252 | $1.7B |
| Bank of Finland | 0001844891 | Nov 1, 2024 | 4 | $1.7B |
| Belpointe Asset Management LLC | 0001721242 | Nov 13, 2024 | 928 | $1.7B |
| Cambria Investment Management, L.P. | 0001529389 | Nov 14, 2024 | 332 | $1.7B |
| LMCG Investments, LLC | 0001470944 | Oct 29, 2024 | 223 | $1.7B |
| Altshuler Shaham Ltd | 0001324290 | Nov 14, 2024 | 304 | $1.7B |
| Robert Wood Johnson Foundation | 0000315157 | Oct 31, 2024 | 2 | $1.7B |
| Wilkinson Global Asset Management LLC | 0001764000 | Oct 31, 2024 | 77 | $1.7B |
| McKinley Carter Wealth Services, Inc. | 0001484265 | Oct 16, 2024 | 302 | $1.7B |
| Abdiel Capital Advisors, LP | 0001578684 | Nov 14, 2024 | 7 | $1.7B |
| Linonia Partnership LP | 0001985479 | Nov 13, 2024 | 9 | $1.6B |
| First Interstate Bank | 0001125727 | Oct 29, 2024 | 187 | $1.6B |
| Visionary Wealth Advisors | 0001802984 | Nov 12, 2024 | 533 | $1.6B |
| Empire Life Investments Inc. | 0001640951 | Oct 29, 2024 | 96 | $1.6B |
| Nwam LLC | 0001655006 | Nov 12, 2024 | 624 | $1.6B |
| Edgar Lomax Co. | 0001013538 | Nov 14, 2024 | 65 | $1.6B |
| Roffman Miller Associates Inc. | 0000869367 | Nov 15, 2024 | 75 | $1.6B |
| Glendon Capital Management LP | 0001604350 | Nov 13, 2024 | 24 | $1.6B |
| Greenvale Capital LLP | 0001768041 | Nov 14, 2024 | 14 | $1.6B |
| Y-Intercept (Hong Kong) Ltd | 0001772875 | Nov 15, 2024 | 1,237 | $1.6B |
| Meritage Portfolio Management | 0000881432 | Nov 4, 2024 | 336 | $1.6B |
| TruWealth Advisors, LLC | 0001834985 | Oct 16, 2024 | 164 | $1.6B |
| Mogy Joel R Investment Counsel Inc. | 0001126735 | Oct 18, 2024 | 113 | $1.6B |
| Fifth Third Wealth Advisors LLC | 0001899030 | Nov 7, 2024 | 698 | $1.6B |
| Modern Wealth Management, LLC | 0002001900 | May 30, 2025 | 435 | $1.6B |
| McDonald Capital Investors Inc. | 0001033225 | Oct 31, 2024 | 21 | $1.6B |
| Fernbridge Capital Management LP | 0001827734 | Nov 13, 2024 | 23 | $1.6B |
| CenterBook Partners LP | 0001872738 | Nov 14, 2024 | 441 | $1.6B |
| Capstone Financial Advisors, Inc. | 0001599217 | Nov 14, 2024 | 157 | $1.6B |
| Good Life Advisors, LLC | 0001696260 | Oct 16, 2024 | 558 | $1.6B |
| Moody LYNN Lieberson & Walker, LLC | 0000938592 | Oct 23, 2024 | 255 | $1.6B |
| Spinnaker Trust | 0001158970 | Oct 31, 2024 | 285 | $1.6B |
| Guyasuta Investment Advisors Inc. | 0000928568 | Nov 13, 2024 | 271 | $1.6B |
| Consulta Ltd | 0001510677 | Nov 14, 2024 | 15 | $1.6B |
| Klingman & Associates, LLC | 0001662449 | Nov 1, 2024 | 265 | $1.6B |
| Strategic Blueprint, LLC | 0001767821 | Oct 25, 2024 | 642 | $1.6B |
| Barr E S & Co. | 0001040210 | Nov 14, 2024 | 106 | $1.6B |
| Compound Planning, Inc. | 0001978879 | Oct 8, 2024 | 908 | $1.6B |
| Commodore Capital LP | 0001831942 | Nov 14, 2024 | 36 | $1.6B |
| Efficient Advisors, LLC | 0001542164 | Nov 12, 2024 | 66 | $1.6B |
| Main Street Research LLC | 0001513211 | Nov 12, 2024 | 109 | $1.6B |
| Concentric Capital Strategies, LP | 0001851869 | Nov 14, 2024 | 231 | $1.6B |
| PFG Advisors | 0001694435 | Oct 15, 2024 | 691 | $1.6B |
| Praxis Investment Management Inc. | 0001056825 | Oct 21, 2024 | 748 | $1.6B |
| NYL Investors LLC | 0001606720 | Nov 6, 2024 | 34 | $1.6B |
| Zhang Financial LLC | 0001776290 | Oct 15, 2024 | 276 | $1.6B |
| Simon Quick Advisors, LLC | 0001692038 | Oct 15, 2024 | 439 | $1.6B |
| EverSource Wealth Advisors, LLC | 0001710537 | Nov 8, 2024 | 3,048 | $1.6B |
| Parsons Capital Management Inc. | 0001018674 | Nov 4, 2024 | 445 | $1.6B |
| Compass Capital Management, Inc. | 0001002152 | Oct 25, 2024 | 35 | $1.6B |
| Oxford Financial Group, LTD. LLC | 0001245862 | Nov 12, 2024 | 295 | $1.6B |
| Foster & Motley Inc. | 0001163902 | Oct 30, 2024 | 375 | $1.6B |
| Community Trust & Investment Co. | 0001047142 | Oct 22, 2024 | 132 | $1.6B |
| Centaurus Financial, Inc. | 0000891943 | Nov 12, 2024 | 836 | $1.6B |
| Kimmeridge Energy Management Company, LLC | 0001706220 | Nov 14, 2024 | 4 | $1.6B |
| IFG Advisory, LLC | 0001728319 | Oct 30, 2024 | 385 | $1.6B |
| Summit Global Investments | 0001697953 | Oct 31, 2024 | 494 | $1.6B |
| Mar Vista Investment Partners LLC | 0001419999 | Nov 13, 2024 | 59 | $1.6B |
| Bar Harbor Wealth Management | 0001035463 | Oct 16, 2024 | 267 | $1.6B |
| First National Bank of Omaha | 0000036644 | Nov 15, 2024 | 303 | $1.6B |