| Private Wealth Partners, LLC | 0001335851 | Apr 22, 2025 | 162 | $1.2B |
| Cornerstone Wealth Group, LLC | 0001774879 | Apr 23, 2025 | 287 | $1.2B |
| KMG Fiduciary Partners, LLC | 0001773205 | Apr 14, 2025 | 284 | $1.2B |
| Dnca Finance | 0001752759 | May 14, 2025 | 135 | $1.2B |
| Angeles Wealth Management, LLC | 0001929170 | May 7, 2025 | 367 | $1.2B |
| 1900 Wealth Management LLC | 0001791996 | Apr 17, 2025 | 214 | $1.2B |
| Oak Ridge Investments LLC | 0001054554 | May 13, 2025 | 163 | $1.2B |
| Easterly Investment Partners LLC | 0001766150 | May 2, 2025 | 185 | $1.2B |
| Stack Financial Management, Inc | 0001308685 | May 2, 2025 | 53 | $1.2B |
| Wealthquest Corp | 0001632968 | May 8, 2025 | 134 | $1.2B |
| Coliseum Capital Management, LLC | 0001409751 | May 15, 2025 | 17 | $1.2B |
| YHB Investment Advisors, Inc. | 0001469219 | Apr 23, 2025 | 290 | $1.2B |
| Triglav Investments, D.O.O. | 0002056690 | May 13, 2025 | 136 | $1.2B |
| Browning West LP | 0001825564 | May 15, 2025 | 3 | $1.2B |
| Charles Schwab Trust Co | 0001789219 | Apr 10, 2025 | 166 | $1.2B |
| Freedom Investment Management, Inc. | 0001566653 | May 14, 2025 | 736 | $1.2B |
| Vantage Investment Partners, LLC | 0001534561 | Apr 22, 2025 | 64 | $1.2B |
| Howe & Rusling Inc. | 0000769963 | Jun 17, 2025 | 434 | $1.2B |
| Diversified Enterprises, LLC | 0002037264 | May 15, 2025 | 304 | $1.2B |
| Koss-Olinger Consulting, LLC | 0001861163 | May 12, 2025 | 307 | $1.2B |
| Plato Investment Management Ltd | 0001984475 | May 20, 2025 | 527 | $1.2B |
| PDS Planning, Inc | 0000838618 | Apr 24, 2025 | 476 | $1.2B |
| Alaska Permanent Capital Management, LLC | 0001426771 | May 1, 2025 | 34 | $1.2B |
| Fifth Third Securities, Inc. | 0000073956 | May 1, 2025 | 292 | $1.2B |
| Gilead Sciences, Inc. | 0000882095 | May 13, 2025 | 14 | $1.2B |
| Traynor Capital Management, Inc. | 0001666786 | May 12, 2025 | 237 | $1.2B |
| Board of Trustees of The Leland Stanford Junior University | 0001315828 | May 15, 2025 | 20 | $1.2B |
| Recurrent Investment Advisors LLC | 0001803146 | May 15, 2025 | 65 | $1.2B |
| DRW Securities, LLC | 0001481986 | May 15, 2025 | 453 | $1.2B |
| Founders Financial Securities LLC | 0001342396 | May 12, 2025 | 460 | $1.2B |
| Trivest Advisors Ltd | 0001555623 | May 8, 2025 | 21 | $1.2B |
| Campbell Newman Asset Management Inc. | 0000874791 | Apr 16, 2025 | 105 | $1.2B |
| ProVise Management Group, LLC | 0001305707 | May 8, 2025 | 249 | $1.2B |
| Koshinski Asset Management, Inc. | 0001633389 | Apr 25, 2025 | 630 | $1.2B |
| Nixon Peabody Trust Co. | 0001626757 | Apr 10, 2025 | 153 | $1.2B |
| Madison Avenue Partners, LP | 0001801265 | May 15, 2025 | 22 | $1.2B |
| Kimelman & Baird, LLC | 0001318103 | May 13, 2025 | 349 | $1.2B |
| Hilton Capital Management, LLC | 0001541211 | May 13, 2025 | 160 | $1.2B |
| Beaird Harris Wealth Management, LLC | 0001908938 | May 15, 2025 | 505 | $1.2B |
| AlphaCore Capital LLC | 0001713662 | May 12, 2025 | 771 | $1.2B |
| Kathmere Capital Management, LLC | 0001794543 | May 1, 2025 | 433 | $1.2B |
| Venrock Adviser, LLC | 0001615982 | May 15, 2025 | 37 | $1.2B |
| Morningstar Investment Management LLC | 0001673385 | May 7, 2025 | 71 | $1.2B |
| GDS Wealth Management | 0001940869 | May 14, 2025 | 167 | $1.2B |
| Nationwide Fund Advisors | 0001097218 | Apr 23, 2025 | 7 | $1.2B |
| Lanark Financial, Inc. | 0000791540 | Apr 9, 2025 | 2,119 | $1.2B |
| Gillson Capital LP | 0001698055 | May 15, 2025 | 64 | $1.2B |
| Himension Capital (singapore) Pte. LTD. | 0001817652 | May 14, 2025 | 61 | $1.2B |
| Kynam Capital Management, LP | 0001907884 | May 15, 2025 | 31 | $1.2B |
| Philadelphia Trust Co. | 0001110806 | May 13, 2025 | 242 | $1.2B |
| Ally Invest Advisors Inc. | 0001706013 | May 14, 2025 | 72 | $1.2B |
| Pine Ridge Advisers LLC | 0001845915 | May 9, 2025 | 35 | $1.2B |
| W1M Asset Management Ltd | 0001767559 | May 15, 2025 | 95 | $1.2B |
| Elevation Point Wealth Partners, LLC | 0001744349 | Feb 3, 2026 | 527 | $1.2B |
| Litman Gregory Wealth Management LLC | 0001551867 | May 2, 2025 | 138 | $1.2B |
| Zazove Associates LLC | 0001009012 | May 13, 2025 | 135 | $1.2B |
| Texas Treasury Safekeeping Trust Co. | 0001176347 | May 15, 2025 | 5 | $1.2B |
| Payden & Rygel | 0000919219 | May 15, 2025 | 125 | $1.2B |
| Nwam LLC | 0001655006 | May 5, 2025 | 504 | $1.2B |
| Plante Moran Financial Advisors, LLC | 0001424717 | May 8, 2025 | 801 | $1.2B |
| Beese Fulmer Investment Management, Inc. | 0000911274 | Apr 8, 2025 | 252 | $1.2B |
| Blue Chip Partners, LLC | 0001632801 | May 15, 2025 | 160 | $1.2B |
| Windward Capital Management Co. | 0001078635 | May 13, 2025 | 71 | $1.2B |
| Value Partners Investments Inc. | 0001800916 | Apr 23, 2025 | 100 | $1.2B |
| BloombergSen Inc. | 0001484047 | May 6, 2025 | 29 | $1.2B |
| Marcum Wealth, LLC | 0001784450 | Apr 2, 2025 | 405 | $1.2B |
| Bridgewater Advisors Inc. | 0001600319 | May 2, 2025 | 399 | $1.2B |
| Belvedere Trading LLC | 0001632341 | May 9, 2025 | 186 | $1.2B |
| Main Street Financial Solutions, LLC | 0001763350 | May 8, 2025 | 497 | $1.2B |
| Technology Crossover Management IX, Ltd. | 0001698264 | May 9, 2025 | 6 | $1.1B |
| Ghisallo Capital Management LLC | 0001825214 | May 15, 2025 | 109 | $1.1B |
| Nvidia Corp. | 0001045810 | May 15, 2025 | 6 | $1.1B |
| American Express Co. | 0000004962 | May 9, 2025 | 3 | $1.1B |
| Novare Capital Management LLC | 0001388409 | Apr 29, 2025 | 188 | $1.1B |
| Tributary Capital Management, LLC | 0001441888 | May 2, 2025 | 164 | $1.1B |
| Y.D. More Investments Ltd | 0001870364 | May 12, 2025 | 468 | $1.1B |
| McDaniel Terry & Co. | 0001104366 | Apr 24, 2025 | 99 | $1.1B |
| American Assets Investment Management, LLC | 0001389256 | May 9, 2025 | 146 | $1.1B |
| International Assets Investment Management, LLC | 0001818604 | Apr 23, 2025 | 761 | $1.1B |
| SIH Partners, LLLP | 0001996244 | May 15, 2025 | 238 | $1.1B |
| SIR Capital Management, L.P. | 0001434997 | May 15, 2025 | 76 | $1.1B |
| Verity & Verity, LLC | 0001542108 | Apr 16, 2025 | 128 | $1.1B |
| SPC Financial, Inc. | 0001415201 | May 8, 2025 | 261 | $1.1B |
| Tradition Wealth Management, LLC | 0001843010 | May 14, 2025 | 438 | $1.1B |
| M.D. Sass, LLC | 0000922940 | May 9, 2025 | 32 | $1.1B |
| Main Management LLC | 0001583092 | May 15, 2025 | 114 | $1.1B |
| SP Asset Management LLC | 0001962086 | May 8, 2025 | 120 | $1.1B |
| Hardy Reed LLC | 0001761871 | May 2, 2025 | 236 | $1.1B |
| Taconic Capital Advisors LP | 0001390113 | May 15, 2025 | 65 | $1.1B |
| Harvard Management Co. Inc. | 0001082621 | May 9, 2025 | 14 | $1.1B |
| Tweedy, Browne Co LLC | 0000732905 | May 15, 2025 | 59 | $1.1B |
| Washington Trust Advisors, Inc. | 0001900099 | Apr 25, 2025 | 642 | $1.1B |
| Liberty 77 Capital L.P. | 0001905374 | May 13, 2025 | 4 | $1.1B |
| Next Century Growth Investors LLC | 0001134007 | May 14, 2025 | 123 | $1.1B |
| Colonial Trust Advisors | 0001567993 | May 14, 2025 | 675 | $1.1B |
| CFS Investment Advisory Services, LLC | 0001845688 | May 12, 2025 | 307 | $1.1B |
| Landscape Capital Management, L.L.C. | 0001536186 | May 14, 2025 | 618 | $1.1B |
| Narwhal Capital Management | 0001461287 | Apr 23, 2025 | 161 | $1.1B |
| Lakewood Capital Management, LP | 0001424381 | May 15, 2025 | 44 | $1.1B |
| Tetrad Corp. | 0000883597 | Aug 1, 2025 | 3 | $1.1B |