| Baldwin Wealth Partners LLC | 0001021258 | Apr 12, 2024 | 696 | $1.3B |
| Valley Wealth Managers, Inc. | 0000924166 | May 3, 2024 | 328 | $1.3B |
| Y-Intercept (Hong Kong) Ltd | 0001772875 | May 10, 2024 | 1,312 | $1.3B |
| First American Bank | 0001291422 | Jul 31, 2024 | 169 | $1.3B |
| Alerus Financial NA | 0000919458 | May 13, 2024 | 161 | $1.3B |
| Ssi Investment Management LLC | 0000938487 | May 14, 2024 | 252 | $1.3B |
| Adero Partners, LLC | 0001800593 | Apr 29, 2024 | 204 | $1.3B |
| Apexium Financial, LP | 0001765285 | Apr 19, 2024 | 226 | $1.3B |
| Atwood & Palmer Inc. | 0001044929 | Apr 10, 2024 | 415 | $1.3B |
| Segment Wealth Management, LLC | 0001575581 | Apr 24, 2024 | 254 | $1.3B |
| Cidel Asset Management Inc. | 0001621915 | May 8, 2024 | 329 | $1.3B |
| Delta Global Management LP | 0001992724 | May 14, 2024 | 34 | $1.3B |
| Portolan Capital Management, LLC | 0001350290 | May 15, 2024 | 116 | $1.3B |
| Westpac Banking Corp. | 0000719245 | May 9, 2024 | 455 | $1.3B |
| Tectonic Advisors LLC | 0001859918 | May 7, 2024 | 294 | $1.3B |
| Hoylecohen, LLC | 0001559077 | May 15, 2024 | 282 | $1.3B |
| Neville Rodie & Shaw Inc. | 0000071210 | Apr 9, 2024 | 247 | $1.3B |
| Aventail Capital Group, LP | 0001803822 | May 15, 2024 | 74 | $1.3B |
| W1M Asset Management Ltd | 0001767559 | May 15, 2024 | 77 | $1.3B |
| Virtu Financial LLC | 0001533964 | May 20, 2024 | 1,364 | $1.3B |
| Easterly Investment Partners LLC | 0001766150 | May 3, 2024 | 203 | $1.3B |
| Anson Funds Management LP | 0001491072 | May 14, 2024 | 125 | $1.3B |
| First Light Asset Management, LLC | 0001600004 | May 15, 2024 | 50 | $1.3B |
| Retirement Planning Group, LLC | 0001508195 | Apr 12, 2024 | 213 | $1.3B |
| Opti Capital Management, LP | 0001738654 | May 15, 2024 | 48 | $1.3B |
| Elevation Point Wealth Partners, LLC | 0001744349 | Feb 3, 2026 | 532 | $1.3B |
| Greenvale Capital LLP | 0001768041 | May 15, 2024 | 16 | $1.3B |
| Krilogy Financial LLC | 0001659047 | Apr 24, 2024 | 218 | $1.3B |
| Fernbridge Capital Management LP | 0001827734 | May 15, 2024 | 19 | $1.3B |
| General Catalyst Group Management, LLC | 0001637946 | May 10, 2024 | 11 | $1.3B |
| Fulton Breakefield Broenniman LLC | 0001119254 | Apr 29, 2024 | 181 | $1.3B |
| Howard Capital Management Group, LLC | 0001860501 | Apr 17, 2024 | 125 | $1.3B |
| Siemens Fonds Invest GmbH | 0001856637 | May 15, 2024 | 433 | $1.3B |
| Albion Financial Group | 0001054677 | Apr 19, 2024 | 502 | $1.3B |
| Point72 (DIFC) Ltd | 0002017863 | May 15, 2024 | 873 | $1.3B |
| Larson Financial Group LLC | 0001731061 | May 3, 2024 | 1,780 | $1.3B |
| MCF Advisors LLC | 0001602905 | Apr 16, 2024 | 992 | $1.3B |
| Procyon Advisors, LLC | 0001804329 | Apr 15, 2024 | 510 | $1.3B |
| Glendon Capital Management LP | 0001604350 | May 13, 2024 | 22 | $1.3B |
| Arkadios Wealth Advisors | 0001800798 | Apr 30, 2024 | 727 | $1.3B |
| Smith Salley Wealth Management | 0001482012 | May 2, 2024 | 222 | $1.3B |
| Appleton Partners Inc. | 0001055290 | Apr 1, 2024 | 273 | $1.3B |
| Western Wealth Management, LLC | 0001767902 | May 3, 2024 | 643 | $1.3B |
| Alaska Permanent Capital Management, LLC | 0001426771 | Apr 18, 2024 | 42 | $1.3B |
| SouthState Bank Corp | 0000764038 | May 6, 2024 | 672 | $1.3B |
| 3EDGE Asset Management, LP | 0001665605 | May 8, 2024 | 67 | $1.3B |
| Pine Valley Investments Ltd Liability Co | 0001975417 | May 8, 2024 | 449 | $1.3B |
| Principle Wealth Partners LLC | 0001743413 | Apr 23, 2024 | 344 | $1.3B |
| Checchi Capital Advisers, LLC | 0001598186 | Apr 25, 2024 | 577 | $1.3B |
| Sonora Investment Management Group, LLC | 0001907552 | May 14, 2024 | 284 | $1.3B |
| Symmetry Partners, LLC | 0001697493 | Apr 2, 2024 | 537 | $1.3B |
| GYL Financial Synergies, LLC | 0001767715 | May 14, 2024 | 365 | $1.3B |
| Generate Investment Management Ltd | 0002025905 | Aug 1, 2024 | 74 | $1.3B |
| RWC Asset Advisors (us) LLC | 0001638081 | May 8, 2024 | 22 | $1.3B |
| Uniplan Investment Counsel, Inc. | 0001520710 | May 15, 2024 | 122 | $1.3B |
| Trust Point Inc. | 0001635633 | Apr 19, 2024 | 524 | $1.3B |
| Vivo Capital, LLC | 0001674712 | Apr 22, 2024 | 42 | $1.3B |
| EverSource Wealth Advisors, LLC | 0001710537 | Jun 11, 2024 | 2,912 | $1.3B |
| Dundas Partners LLP | 0001742418 | May 14, 2024 | 46 | $1.3B |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0001033324 | May 10, 2024 | 274 | $1.3B |
| Moody National Bank Trust Division | 0001092903 | Apr 4, 2024 | 463 | $1.3B |
| Clearlake Capital Group, L.P. | 0001688282 | May 15, 2024 | 8 | $1.3B |
| Quadrant Capital Group LLC | 0001650717 | May 15, 2024 | 2,717 | $1.3B |
| Ostrum Asset Management | 0001767945 | May 13, 2024 | 654 | $1.3B |
| TCG Crossover Management, LLC | 0001839948 | May 15, 2024 | 33 | $1.3B |
| FountainVest China Capital Partners GP3 Ltd. | 0001795487 | May 8, 2024 | 2 | $1.3B |
| Hillsdale Investment Management Inc. | 0001368465 | May 10, 2024 | 584 | $1.3B |
| Elm Partners Management LLC | 0001743941 | Apr 30, 2024 | 61 | $1.3B |
| Patriot Investment Management Group, Inc. | 0001773830 | Apr 17, 2024 | 243 | $1.3B |
| Trek Financial, LLC | 0001768195 | May 14, 2024 | 387 | $1.3B |
| JFS Wealth Advisors, LLC | 0001568068 | Apr 30, 2024 | 2,005 | $1.3B |
| Grandeur Peak Global Advisors, LLC | 0001569137 | May 16, 2024 | 121 | $1.3B |
| Gsa Capital Partners LLP | 0001362033 | May 3, 2024 | 1,554 | $1.3B |
| FPR Partners LLC | 0001546190 | May 15, 2024 | 16 | $1.3B |
| Hikari Tsushin, Inc. | 0001423673 | May 9, 2024 | 65 | $1.3B |
| Ycg, LLC | 0001584801 | May 6, 2024 | 38 | $1.3B |
| Goldentree Asset Management LP | 0001278951 | May 28, 2024 | 36 | $1.3B |
| CORDA Investment Management, LLC. | 0001545812 | Apr 30, 2024 | 67 | $1.3B |
| Sheaff Brock Investment Advisors, LLC | 0001666789 | May 14, 2024 | 498 | $1.3B |
| Greenwich Wealth Management LLC | 0001439805 | May 13, 2024 | 244 | $1.3B |
| Villere St Denis J & Co. LLC | 0001113629 | Apr 25, 2024 | 83 | $1.3B |
| Cacti Asset Management LLC | 0001452208 | Jun 3, 2024 | 80 | $1.3B |
| Kanawha Capital Management LLC | 0001164478 | Apr 29, 2024 | 218 | $1.3B |
| Private Wealth Partners, LLC | 0001335851 | May 9, 2024 | 163 | $1.3B |
| Trinity Street Asset Management LLP | 0001592579 | Apr 12, 2024 | 18 | $1.3B |
| Silver Point Capital L.P. | 0001332784 | May 15, 2024 | 10 | $1.3B |
| Sandhill Capital Partners LLC | 0001556245 | May 14, 2024 | 90 | $1.2B |
| BBR Partners, LLC | 0001352467 | May 14, 2024 | 257 | $1.2B |
| MSD Partners, L.P. | 0001514334 | May 15, 2024 | 18 | $1.2B |
| Freedom Investment Management, Inc. | 0001566653 | May 14, 2024 | 786 | $1.2B |
| Transcend Capital Advisors, LLC | 0001776082 | May 3, 2024 | 533 | $1.2B |
| Philadelphia Trust Co. | 0001110806 | May 13, 2024 | 238 | $1.2B |
| Bain Capital Life Sciences Investors, LLC | 0001703031 | May 15, 2024 | 26 | $1.2B |
| Taiyo Life Insurance Co. | 0001254890 | Apr 26, 2024 | 13 | $1.2B |
| Sourcerock Group LLC | 0001822531 | May 15, 2024 | 31 | $1.2B |
| Financiere des Professionnels - Fonds d'investissement inc. | 0001996846 | Apr 11, 2024 | 143 | $1.2B |
| Nwam LLC | 0001655006 | May 9, 2024 | 556 | $1.2B |
| Stairway Partners, LLC | 0001454138 | Apr 3, 2024 | 15 | $1.2B |
| Cornerstone Wealth Management, LLC | 0001674117 | Apr 19, 2024 | 534 | $1.2B |
| Campbell Newman Asset Management Inc. | 0000874791 | Apr 16, 2024 | 108 | $1.2B |