| Morningstar Investment Management LLC | 0001673385 | Feb 3, 2025 | 212 | $1.3B |
| Bronte Capital Management Pty Ltd. | 0001471085 | Feb 10, 2025 | 24 | $1.3B |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0001639753 | Feb 10, 2025 | 58 | $1.3B |
| Wealthspire Retirement, LLC | 0002040084 | Feb 13, 2025 | 291 | $1.3B |
| Mill Capital Management, LLC | 0001901166 | Feb 11, 2025 | 124 | $1.3B |
| Nwi Management LP | 0001103887 | Feb 14, 2025 | 46 | $1.3B |
| Lee Danner & Bass Inc. | 0000939219 | Feb 11, 2025 | 748 | $1.3B |
| Progeny 3, Inc. | 0001536006 | Feb 14, 2025 | 32 | $1.3B |
| Ycg, LLC | 0001584801 | Feb 10, 2025 | 38 | $1.3B |
| Kimelman & Baird, LLC | 0001318103 | Feb 10, 2025 | 355 | $1.3B |
| First Long Island Investors, LLC | 0001490429 | Feb 14, 2025 | 66 | $1.3B |
| Baskin Financial Services Inc. | 0001511098 | Jan 24, 2025 | 49 | $1.3B |
| Armstrong Advisory Group, Inc. | 0001932952 | Jan 14, 2025 | 842 | $1.3B |
| CORDA Investment Management, LLC. | 0001545812 | Feb 5, 2025 | 72 | $1.3B |
| Guardian Wealth Advisors, LLC / NC | 0001901403 | Feb 14, 2025 | 517 | $1.3B |
| NewSquare Capital LLC | 0001546989 | Feb 6, 2025 | 913 | $1.3B |
| Nationwide Fund Advisors | 0001097218 | Jan 23, 2025 | 7 | $1.2B |
| Sepio Capital, LP | 0001751412 | Feb 13, 2025 | 291 | $1.2B |
| Keel Point, LLC | 0001386935 | Feb 14, 2025 | 435 | $1.2B |
| Schaper Benz & Wise Investment Counsel Inc. | 0001033974 | Feb 7, 2025 | 149 | $1.2B |
| Stonebridge Capital Advisors LLC | 0001600035 | Feb 14, 2025 | 214 | $1.2B |
| 1607 Capital Partners, LLC | 0001436866 | Feb 13, 2025 | 131 | $1.2B |
| Verdence Capital Advisors LLC | 0001719305 | Feb 6, 2025 | 631 | $1.2B |
| Sage Financial Group Inc. | 0000882119 | Jan 23, 2025 | 100 | $1.2B |
| Sound View Wealth Advisors Group, LLC | 0001784777 | Feb 7, 2025 | 415 | $1.2B |
| Campbell Newman Asset Management Inc. | 0000874791 | Jan 14, 2025 | 103 | $1.2B |
| Clear Harbor Asset Management, LLC | 0001511857 | Jan 17, 2025 | 374 | $1.2B |
| Wolf Hill Capital Management, LP | 0001785988 | Feb 13, 2025 | 32 | $1.2B |
| Elevation Point Wealth Partners, LLC | 0001744349 | Feb 3, 2026 | 537 | $1.2B |
| Lutz Financial Services LLC | 0001737112 | Feb 4, 2025 | 92 | $1.2B |
| Triodos Investment Management BV | 0001748729 | Feb 12, 2025 | 49 | $1.2B |
| Taiyo Life Insurance Co. | 0001254890 | Jan 30, 2025 | 11 | $1.2B |
| Hemenway Trust Co LLC | 0001494234 | Feb 13, 2025 | 125 | $1.2B |
| Proficio Capital Partners LLC | 0001654175 | Feb 6, 2025 | 364 | $1.2B |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0001965756 | Jan 31, 2025 | 337 | $1.2B |
| Creative Financial Designs Inc. | 0000819864 | Feb 10, 2025 | 1,794 | $1.2B |
| J.Safra Asset Management Corp | 0001535293 | Feb 6, 2025 | 341 | $1.2B |
| Strategy Capital LLC | 0001592413 | Feb 13, 2025 | 10 | $1.2B |
| Wealthquest Corp | 0001632968 | Jan 16, 2025 | 128 | $1.2B |
| American Assets Investment Management, LLC | 0001389256 | Feb 10, 2025 | 155 | $1.2B |
| Clearlake Capital Group, L.P. | 0001688282 | Feb 14, 2025 | 6 | $1.2B |
| Stone Point Capital LLC | 0001332638 | Feb 12, 2025 | 5 | $1.2B |
| Main Management LLC | 0001583092 | Feb 14, 2025 | 134 | $1.2B |
| Cornerstone Wealth Group, LLC | 0001774879 | Jan 22, 2025 | 272 | $1.2B |
| Greenvale Capital LLP | 0001768041 | Feb 14, 2025 | 15 | $1.2B |
| Cannae Holdings, Inc. | 0001704720 | Jan 16, 2025 | 5 | $1.2B |
| McDaniel Terry & Co. | 0001104366 | Feb 3, 2025 | 101 | $1.2B |
| YHB Investment Advisors, Inc. | 0001469219 | Jan 22, 2025 | 277 | $1.2B |
| Alaska Permanent Capital Management, LLC | 0001426771 | Jan 29, 2025 | 41 | $1.2B |
| Icon Wealth Advisors, LLC | 0001963212 | Feb 14, 2025 | 502 | $1.2B |
| Ashe Capital Management, LP | 0001632715 | Feb 14, 2025 | 7 | $1.2B |
| Naspers Ltd. | 0001106051 | Feb 12, 2025 | 4 | $1.2B |
| Nixon Peabody Trust Co. | 0001626757 | Feb 5, 2025 | 147 | $1.2B |
| Angeles Wealth Management, LLC | 0001929170 | Jan 28, 2025 | 369 | $1.2B |
| Coliseum Capital Management, LLC | 0001409751 | Feb 14, 2025 | 14 | $1.2B |
| Cahaba Wealth Management, Inc. | 0001716399 | Feb 13, 2025 | 145 | $1.2B |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 0001474069 | Feb 14, 2025 | 14 | $1.2B |
| KMG Fiduciary Partners, LLC | 0001773205 | Jan 15, 2025 | 270 | $1.2B |
| Strategic Wealth Partners, Ltd. | 0001720777 | Feb 14, 2025 | 314 | $1.2B |
| Delta Global Management LP | 0001992724 | Feb 14, 2025 | 43 | $1.2B |
| Plante Moran Financial Advisors, LLC | 0001424717 | Feb 5, 2025 | 911 | $1.2B |
| Freedom Investment Management, Inc. | 0001566653 | Feb 13, 2025 | 750 | $1.2B |
| Park West Asset Management LLC | 0001386928 | Feb 14, 2025 | 42 | $1.2B |
| Stephens Group Asset Management, LLC | 0001726808 | Jan 14, 2025 | 34 | $1.2B |
| AltraVue Capital, LLC | 0001740837 | Feb 12, 2025 | 27 | $1.2B |
| Gladstone Capital Management LLP | 0001353394 | Feb 13, 2025 | 28 | $1.2B |
| Vise Technologies, Inc. | 0001812090 | Feb 18, 2025 | 816 | $1.2B |
| RK Capital Management, LLC | 0001905218 | Aug 14, 2025 | 10 | $1.2B |
| Parsifal Capital Management, LP | 0001776090 | Feb 14, 2025 | 16 | $1.2B |
| TCI Wealth Advisors, Inc. | 0001583751 | Jan 23, 2025 | 227 | $1.2B |
| Washington Trust Advisors, Inc. | 0001900099 | Feb 6, 2025 | 665 | $1.2B |
| International Assets Investment Management, LLC | 0001818604 | Jan 8, 2025 | 831 | $1.2B |
| AdvisorNet Financial, Inc | 0001409362 | Jan 13, 2025 | 1,954 | $1.2B |
| SP Asset Management LLC | 0001962086 | Feb 6, 2025 | 129 | $1.2B |
| XTX Topco Ltd | 0001828301 | Feb 13, 2025 | 2,207 | $1.2B |
| 1900 Wealth Management LLC | 0001791996 | Jan 28, 2025 | 223 | $1.2B |
| True Link Financial Advisors, LLC | 0001846236 | Jan 16, 2025 | 73 | $1.2B |
| Prelude Capital Management, LLC | 0001387508 | Feb 14, 2025 | 1,048 | $1.2B |
| FAS Wealth Partners, Inc. | 0001596957 | Feb 14, 2025 | 428 | $1.2B |
| Novare Capital Management LLC | 0001388409 | Jan 21, 2025 | 186 | $1.2B |
| Zweig-DiMenna Associates LLC | 0001533950 | Jan 21, 2025 | 88 | $1.2B |
| Fairholme Capital Management | 0001056831 | Feb 14, 2025 | 10 | $1.2B |
| DT Investment Partners, LLC | 0001537621 | Jan 30, 2025 | 555 | $1.2B |
| Globeflex Capital L P | 0000921531 | Feb 10, 2025 | 429 | $1.2B |
| Styrax Capital, LP | 0001904897 | Feb 14, 2025 | 11 | $1.2B |
| Fifth Third Securities, Inc. | 0000073956 | Jan 23, 2025 | 290 | $1.2B |
| OneAscent Financial Services LLC | 0001780985 | Feb 12, 2025 | 468 | $1.2B |
| Boxer Capital Management, LLC | 0002018299 | Feb 14, 2025 | 60 | $1.2B |
| W1M Asset Management Ltd | 0001767559 | Feb 14, 2025 | 91 | $1.2B |
| Artal Group S.A. | 0001053906 | Feb 14, 2025 | 2 | $1.2B |
| GAMMA Investing LLC | 0002010235 | Jan 3, 2025 | 3,776 | $1.2B |
| Beese Fulmer Investment Management, Inc. | 0000911274 | Jan 28, 2025 | 228 | $1.2B |
| Grassi Investment Management | 0001608531 | Jan 21, 2025 | 130 | $1.2B |
| Board of Trustees of The Leland Stanford Junior University | 0001315828 | Feb 13, 2025 | 23 | $1.2B |
| L1 Capital Pty Ltd | 0001817646 | Feb 14, 2025 | 14 | $1.2B |
| Koshinski Asset Management, Inc. | 0001633389 | Jan 16, 2025 | 628 | $1.2B |
| ProVise Management Group, LLC | 0001305707 | Feb 11, 2025 | 258 | $1.2B |
| Charles Schwab Trust Co | 0001789219 | Jan 16, 2025 | 158 | $1.2B |
| Knighthead Capital Management, LLC | 0001512397 | Feb 14, 2025 | 5 | $1.2B |
| Blue Chip Partners, LLC | 0001632801 | Jan 31, 2025 | 153 | $1.2B |