| Cumberland Partners Ltd | 0001578985 | May 9, 2025 | 168 | $1.3B |
| Appleton Partners Inc. | 0001055290 | Apr 22, 2025 | 243 | $1.3B |
| Maple Capital Management, Inc. | 0001313893 | Jun 16, 2025 | 120 | $1.3B |
| Phillips Financial Management, LLC | 0001350660 | Apr 30, 2025 | 258 | $1.3B |
| Proficio Capital Partners LLC | 0001654175 | May 6, 2025 | 389 | $1.3B |
| Prosperity Consulting Group, LLC | 0001910398 | May 7, 2025 | 459 | $1.3B |
| Cacti Asset Management LLC | 0001452208 | Apr 1, 2025 | 77 | $1.3B |
| Insight Holdings Group, LLC | 0001305473 | May 15, 2025 | 25 | $1.3B |
| GAM Holding AG | 0001438848 | Apr 22, 2025 | 176 | $1.3B |
| Kanawha Capital Management LLC | 0001164478 | Apr 28, 2025 | 212 | $1.3B |
| Keel Point, LLC | 0001386935 | May 15, 2025 | 470 | $1.3B |
| Simplicity Wealth,LLC | 0001913243 | Apr 15, 2025 | 561 | $1.3B |
| Ssi Investment Management LLC | 0000938487 | May 14, 2025 | 261 | $1.3B |
| Howard Capital Management Group, LLC | 0001860501 | Apr 16, 2025 | 138 | $1.3B |
| LBMC Investment Advisors, LLC | 0001536924 | Apr 9, 2025 | 201 | $1.3B |
| No Street GP LP | 0001765774 | May 15, 2025 | 26 | $1.3B |
| Greenbrier Partners Capital Management, LLC | 0001532262 | May 15, 2025 | 14 | $1.3B |
| Voleon Capital Management LP | 0001479847 | May 16, 2025 | 323 | $1.3B |
| Neville Rodie & Shaw Inc. | 0000071210 | Apr 1, 2025 | 249 | $1.3B |
| Ycg, LLC | 0001584801 | May 13, 2025 | 38 | $1.3B |
| Soleus Capital Management, L.P. | 0001802630 | May 15, 2025 | 74 | $1.3B |
| Beaumont Financial Advisors, LLC | 0001957394 | May 12, 2025 | 368 | $1.3B |
| Theleme Partners LLP | 0001511881 | May 15, 2025 | 12 | $1.3B |
| Goldentree Asset Management LP | 0001278951 | May 14, 2025 | 33 | $1.3B |
| Sfmg, LLC | 0001512026 | May 9, 2025 | 283 | $1.3B |
| Shufro Rose & Co. LLC | 0000908195 | May 8, 2025 | 313 | $1.3B |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0001965756 | May 12, 2025 | 349 | $1.3B |
| Bain Capital Public Equity Management II, LLC | 0001768111 | May 15, 2025 | 15 | $1.3B |
| Sonora Investment Management Group, LLC | 0001907552 | Apr 15, 2025 | 302 | $1.3B |
| Sepio Capital, LP | 0001751412 | May 15, 2025 | 287 | $1.3B |
| Hikari Power Ltd | 0001606152 | Apr 24, 2025 | 60 | $1.3B |
| Frank, Rimerman Advisors LLC | 0001977560 | May 12, 2025 | 512 | $1.3B |
| Invictus Private Wealth, LLC | 0001939208 | May 8, 2025 | 77 | $1.3B |
| Wealthspire Retirement, LLC | 0002040084 | May 13, 2025 | 277 | $1.3B |
| Clear Harbor Asset Management, LLC | 0001511857 | May 15, 2025 | 400 | $1.3B |
| Mane Global Capital Management LP | 0001856155 | May 15, 2025 | 50 | $1.3B |
| Avalon Trust Co | 0001798150 | May 9, 2025 | 429 | $1.3B |
| CORDA Investment Management, LLC. | 0001545812 | Apr 30, 2025 | 70 | $1.3B |
| Cinctive Capital Management LP | 0001787258 | May 15, 2025 | 289 | $1.3B |
| Creative Financial Designs Inc. | 0000819864 | Apr 23, 2025 | 2,060 | $1.3B |
| Armstrong Advisory Group, Inc. | 0001932952 | Apr 10, 2025 | 842 | $1.3B |
| Guardian Wealth Advisors, LLC / NC | 0001901403 | May 15, 2025 | 528 | $1.3B |
| Trans-Canada Capital Inc. | 0001896476 | May 13, 2025 | 17 | $1.2B |
| Alerus Financial NA | 0000919458 | May 13, 2025 | 160 | $1.2B |
| TCI Wealth Advisors, Inc. | 0001583751 | Apr 21, 2025 | 227 | $1.2B |
| Mill Capital Management, LLC | 0001901166 | Apr 23, 2025 | 119 | $1.2B |
| Foster Dykema Cabot & Partners, LLC | 0002011882 | May 9, 2025 | 342 | $1.2B |
| Lombard Odier Asset Management (Europe) Ltd | 0001535784 | May 15, 2025 | 139 | $1.2B |
| Foster Victor Wealth Advisors, LLC | 0001769063 | Apr 17, 2025 | 195 | $1.2B |
| Rwwm, Inc. | 0001507683 | Apr 17, 2025 | 19 | $1.2B |
| 1607 Capital Partners, LLC | 0001436866 | May 15, 2025 | 121 | $1.2B |
| Cartenna Capital, LP | 0001808928 | May 15, 2025 | 31 | $1.2B |
| Crake Asset Management LLP | 0001789082 | May 15, 2025 | 15 | $1.2B |
| Stephens Group Asset Management, LLC | 0001726808 | Apr 15, 2025 | 32 | $1.2B |
| Advisor Resource Council | 0001820879 | Apr 22, 2025 | 582 | $1.2B |
| Sage Financial Group Inc. | 0000882119 | Apr 22, 2025 | 102 | $1.2B |
| Avity Investment Management Inc. | 0000926834 | Apr 11, 2025 | 102 | $1.2B |
| Lee Danner & Bass Inc. | 0000939219 | Apr 29, 2025 | 220 | $1.2B |
| HS Management Partners, LLC | 0001455253 | May 5, 2025 | 23 | $1.2B |
| Sienna Gestion | 0002021242 | May 13, 2025 | 159 | $1.2B |
| Regal Investment Advisors LLC | 0001559789 | May 12, 2025 | 460 | $1.2B |
| Blue Whale Capital LLP | 0001801547 | May 14, 2025 | 21 | $1.2B |
| Broadwood Capital Inc. | 0001278387 | May 15, 2025 | 8 | $1.2B |
| Regeneron Pharmaceuticals, Inc. | 0000872589 | May 2, 2025 | 6 | $1.2B |
| Analog Century Management LP | 0001753384 | May 15, 2025 | 23 | $1.2B |
| Schaper Benz & Wise Investment Counsel Inc. | 0001033974 | Apr 17, 2025 | 149 | $1.2B |
| Asset Dedication, LLC | 0001475896 | May 1, 2025 | 1,130 | $1.2B |
| Value Aligned Research Advisors, LLC | 0001963565 | May 15, 2025 | 33 | $1.2B |
| Bronte Capital Management Pty Ltd. | 0001471085 | May 14, 2025 | 26 | $1.2B |
| DigitalBridge Group, Inc. | 0001679688 | May 15, 2025 | 52 | $1.2B |
| Baskin Financial Services Inc. | 0001511098 | Apr 28, 2025 | 49 | $1.2B |
| J.Safra Asset Management Corp | 0001535293 | Oct 29, 2025 | 346 | $1.2B |
| Alua Capital Management LP | 0001827442 | May 15, 2025 | 16 | $1.2B |
| Hemenway Trust Co LLC | 0001494234 | Apr 18, 2025 | 127 | $1.2B |
| Syon Capital LLC | 0001999353 | May 15, 2025 | 582 | $1.2B |
| Rheos Capital Works Inc. | 0001735445 | Apr 14, 2025 | 67 | $1.2B |
| Stonebridge Capital Advisors LLC | 0001600035 | May 14, 2025 | 209 | $1.2B |
| Parcion Private Wealth LLC | 0001801263 | May 2, 2025 | 287 | $1.2B |
| FAS Wealth Partners, Inc. | 0001596957 | May 5, 2025 | 429 | $1.2B |
| NewSquare Capital LLC | 0001546989 | Apr 14, 2025 | 1,173 | $1.2B |
| Kimmeridge Energy Management Company, LLC | 0001706220 | May 13, 2025 | 3 | $1.2B |
| Park West Asset Management LLC | 0001386928 | May 15, 2025 | 46 | $1.2B |
| Bristlecone Advisors, LLC | 0001671716 | May 12, 2025 | 377 | $1.2B |
| Casdin Capital, LLC | 0001534261 | May 15, 2025 | 44 | $1.2B |
| Journey Advisory Group, LLC | 0001840085 | May 13, 2025 | 273 | $1.2B |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0001639753 | May 7, 2025 | 63 | $1.2B |
| Lutz Financial Services LLC | 0001737112 | May 7, 2025 | 95 | $1.2B |
| Trust Asset Management LLC | 0001608376 | May 12, 2025 | 219 | $1.2B |
| Sound View Wealth Advisors Group, LLC | 0001784777 | May 8, 2025 | 406 | $1.2B |
| Triodos Investment Management BV | 0001748729 | May 14, 2025 | 50 | $1.2B |
| JTC Employer Solutions Trustee Ltd | 0001875645 | Apr 9, 2025 | 318 | $1.2B |
| Mar Vista Investment Partners LLC | 0001419999 | Apr 30, 2025 | 56 | $1.2B |
| Sandhill Capital Partners LLC | 0001556245 | May 14, 2025 | 93 | $1.2B |
| Vestor Capital, LLC | 0001132699 | May 6, 2025 | 253 | $1.2B |
| Icon Wealth Advisors, LLC | 0001963212 | May 15, 2025 | 475 | $1.2B |
| Fairholme Capital Management | 0001056831 | May 15, 2025 | 12 | $1.2B |
| Schechter Investment Advisors, LLC | 0001951586 | May 1, 2025 | 636 | $1.2B |
| First Long Island Investors, LLC | 0001490429 | Jun 6, 2025 | 65 | $1.2B |
| Nantahala Capital Management, LLC | 0001472322 | May 15, 2025 | 129 | $1.2B |
| Cahaba Wealth Management, Inc. | 0001716399 | May 1, 2025 | 147 | $1.2B |