| Cornerstone Wealth Group, LLC | 0001774879 | Jul 28, 2025 | 322 | $1.3B |
| Charles Schwab Trust Co | 0001789219 | Jul 17, 2025 | 173 | $1.3B |
| Sfmg, LLC | 0001512026 | Aug 12, 2025 | 280 | $1.3B |
| Triodos Investment Management BV | 0001748729 | Jul 24, 2025 | 50 | $1.3B |
| Fifth Third Securities, Inc. | 0000073956 | Jul 17, 2025 | 307 | $1.3B |
| Plato Investment Management Ltd | 0001984475 | Aug 5, 2025 | 516 | $1.3B |
| Clear Harbor Asset Management, LLC | 0001511857 | Jul 14, 2025 | 401 | $1.3B |
| NEA Management Company, LLC | 0001512848 | Aug 14, 2025 | 32 | $1.3B |
| Koshinski Asset Management, Inc. | 0001633389 | Jul 29, 2025 | 686 | $1.3B |
| Kensington Asset Management, LLC | 0001979884 | Aug 12, 2025 | 29 | $1.3B |
| Baskin Financial Services Inc. | 0001511098 | Jul 24, 2025 | 52 | $1.3B |
| 1900 Wealth Management LLC | 0001791996 | Jul 21, 2025 | 214 | $1.3B |
| Armstrong Advisory Group, Inc. | 0001932952 | Jul 14, 2025 | 926 | $1.3B |
| W1M Asset Management Ltd | 0001767559 | Aug 14, 2025 | 96 | $1.3B |
| Stonebridge Capital Advisors LLC | 0001600035 | Aug 15, 2025 | 217 | $1.3B |
| Founders Financial Securities LLC | 0001342396 | Aug 6, 2025 | 491 | $1.3B |
| Bridgewater Advisors Inc. | 0001600319 | Aug 5, 2025 | 428 | $1.3B |
| Lakewood Capital Management, LP | 0001424381 | Aug 14, 2025 | 47 | $1.3B |
| Radcliffe Capital Management, L.P. | 0001218275 | Aug 14, 2025 | 145 | $1.3B |
| Northside Capital Management, LLC | 0001631052 | Jul 15, 2025 | 193 | $1.3B |
| Investure, LLC | 0001476993 | Aug 12, 2025 | 15 | $1.3B |
| Park West Asset Management LLC | 0001386928 | Aug 14, 2025 | 42 | $1.3B |
| Gillson Capital LP | 0001698055 | Aug 14, 2025 | 71 | $1.3B |
| Dnca Finance | 0001752759 | Aug 13, 2025 | 109 | $1.3B |
| Mar Vista Investment Partners LLC | 0001419999 | Aug 11, 2025 | 57 | $1.3B |
| Naya Capital Management UK Ltd. | 0001665012 | Aug 14, 2025 | 4 | $1.3B |
| Schaper Benz & Wise Investment Counsel Inc. | 0001033974 | Jul 30, 2025 | 153 | $1.3B |
| Philadelphia Trust Co. | 0001110806 | Aug 13, 2025 | 244 | $1.3B |
| Atalan Capital Partners, LP | 0001662906 | Aug 14, 2025 | 11 | $1.3B |
| Adventist Health System Sunbelt Healthcare Corp. | 0001103139 | Aug 12, 2025 | 20 | $1.3B |
| Kathmere Capital Management, LLC | 0001794543 | Jul 16, 2025 | 484 | $1.3B |
| Valiant Capital Management, L.P. | 0001452689 | Aug 14, 2025 | 29 | $1.3B |
| YHB Investment Advisors, Inc. | 0001469219 | Jul 10, 2025 | 299 | $1.3B |
| Next Century Growth Investors LLC | 0001134007 | Aug 14, 2025 | 123 | $1.3B |
| Ycg, LLC | 0001584801 | Aug 13, 2025 | 36 | $1.3B |
| Beaird Harris Wealth Management, LLC | 0001908938 | Aug 14, 2025 | 621 | $1.3B |
| Hemenway Trust Co LLC | 0001494234 | Jul 23, 2025 | 127 | $1.3B |
| Nixon Peabody Trust Co. | 0001626757 | Aug 8, 2025 | 148 | $1.3B |
| Alaska Permanent Capital Management, LLC | 0001426771 | Jul 29, 2025 | 38 | $1.3B |
| Transcend Capital Advisors, LLC | 0001776082 | Aug 1, 2025 | 610 | $1.3B |
| Lutz Financial Services LLC | 0001737112 | Jul 29, 2025 | 97 | $1.3B |
| Cahaba Wealth Management, Inc. | 0001716399 | Jul 16, 2025 | 155 | $1.3B |
| Leo Wealth, LLC | 0001912202 | Jul 24, 2025 | 385 | $1.3B |
| Journey Advisory Group, LLC | 0001840085 | Jul 30, 2025 | 275 | $1.3B |
| Lee Danner & Bass Inc. | 0000939219 | Jul 31, 2025 | 223 | $1.3B |
| Nuance Investments, LLC | 0001473182 | Aug 7, 2025 | 46 | $1.3B |
| Ashe Capital Management, LP | 0001632715 | Aug 14, 2025 | 7 | $1.3B |
| Ally Invest Advisors Inc. | 0001706013 | Aug 13, 2025 | 75 | $1.3B |
| Private Wealth Partners, LLC | 0001335851 | Aug 1, 2025 | 163 | $1.3B |
| Forest Avenue Capital Management LP | 0001944889 | Aug 14, 2025 | 17 | $1.3B |
| Elevation Point Wealth Partners, LLC | 0001744349 | Feb 3, 2026 | 1,493 | $1.3B |
| Gilead Sciences, Inc. | 0000882095 | Aug 14, 2025 | 14 | $1.3B |
| Himension Capital (singapore) Pte. LTD. | 0001817652 | Aug 13, 2025 | 61 | $1.3B |
| Signal Advisors Wealth, LLC | 0002010926 | Jul 10, 2025 | 464 | $1.3B |
| Value Partners Investments Inc. | 0001800916 | Jul 7, 2025 | 101 | $1.3B |
| Mill Capital Management, LLC | 0001901166 | Aug 4, 2025 | 120 | $1.3B |
| Landscape Capital Management, L.L.C. | 0001536186 | Aug 12, 2025 | 640 | $1.3B |
| First Long Island Investors, LLC | 0001490429 | Aug 12, 2025 | 65 | $1.3B |
| Discovery Capital Management, LLC / CT | 0001389507 | Aug 14, 2025 | 72 | $1.3B |
| BSN CAPITAL PARTNERS Ltd | 0001911876 | Jul 25, 2025 | 16 | $1.3B |
| North Peak Capital Management, LLC | 0001747888 | Aug 13, 2025 | 8 | $1.3B |
| Bronte Capital Management Pty Ltd. | 0001471085 | Aug 12, 2025 | 27 | $1.3B |
| Soltis Investment Advisors LLC | 0001802530 | Aug 6, 2025 | 394 | $1.3B |
| Main Management LLC | 0001583092 | Aug 12, 2025 | 104 | $1.3B |
| Litman Gregory Wealth Management LLC | 0001551867 | Jul 23, 2025 | 138 | $1.3B |
| Strategic Wealth Partners, Ltd. | 0001720777 | Aug 11, 2025 | 1,151 | $1.3B |
| Belvedere Trading LLC | 0001632341 | Aug 1, 2025 | 227 | $1.3B |
| Wealthquest Corp | 0001632968 | Aug 13, 2025 | 137 | $1.3B |
| Kingswood Wealth Advisors, LLC | 0001987855 | Jul 23, 2025 | 743 | $1.3B |
| Stony Point Capital LLC | 0001776023 | Aug 14, 2025 | 36 | $1.3B |
| Lyell Wealth Management, LP | 0001686444 | Jul 29, 2025 | 219 | $1.3B |
| ProVise Management Group, LLC | 0001305707 | Aug 8, 2025 | 259 | $1.3B |
| TLT Family Holdco ULC | 0002081869 | Aug 15, 2025 | 9 | $1.3B |
| Bison Wealth, LLC | 0001845251 | Jul 15, 2025 | 465 | $1.3B |
| Austin Private Wealth, LLC | 0001800328 | Aug 1, 2025 | 281 | $1.3B |
| Cardinal Point Capital Management ULC | 0001950841 | Jul 31, 2025 | 242 | $1.3B |
| Sixth Street Partners Management Company, L.P. | 0001812095 | Aug 12, 2025 | 8 | $1.3B |
| Entropy Technologies, LP | 0001976151 | Aug 12, 2025 | 749 | $1.3B |
| Deer Management Co. LLC | 0001494127 | Aug 14, 2025 | 9 | $1.3B |
| Grassi Investment Management | 0001608531 | Jul 21, 2025 | 128 | $1.3B |
| Campbell Newman Asset Management Inc. | 0000874791 | Jul 17, 2025 | 106 | $1.3B |
| Point72 (DIFC) Ltd | 0002017863 | Aug 14, 2025 | 930 | $1.3B |
| Needham Investment Management LLC | 0001167212 | Aug 14, 2025 | 150 | $1.3B |
| Hilton Capital Management, LLC | 0001541211 | Aug 14, 2025 | 170 | $1.3B |
| Freedom Investment Management, Inc. | 0001566653 | Jul 30, 2025 | 734 | $1.3B |
| First American Trust, FSB | 0000036066 | Aug 11, 2025 | 246 | $1.3B |
| Tradition Wealth Management, LLC | 0001843010 | Aug 12, 2025 | 459 | $1.3B |
| Hardy Reed LLC | 0001761871 | Jul 23, 2025 | 247 | $1.2B |
| Narwhal Capital Management | 0001461287 | Jul 23, 2025 | 162 | $1.2B |
| American Assets Investment Management, LLC | 0001389256 | Aug 5, 2025 | 143 | $1.2B |
| M.D. Sass, LLC | 0000922940 | Aug 13, 2025 | 35 | $1.2B |
| Technology Crossover Management IX, Ltd. | 0001698264 | Aug 13, 2025 | 6 | $1.2B |
| International Assets Investment Management, LLC | 0001818604 | Jul 29, 2025 | 844 | $1.2B |
| Waterloo Capital, L.P. | 0001730942 | Aug 12, 2025 | 456 | $1.2B |
| Sprucegrove Investment Management Ltd. | 0001234074 | Aug 6, 2025 | 43 | $1.2B |
| Recurrent Investment Advisors LLC | 0001803146 | Aug 14, 2025 | 64 | $1.2B |
| Shufro Rose & Co. LLC | 0000908195 | Aug 11, 2025 | 307 | $1.2B |
| 1607 Capital Partners, LLC | 0001436866 | Aug 14, 2025 | 120 | $1.2B |
| Context Capital Management, LLC | 0001301396 | Aug 6, 2025 | 251 | $1.2B |
| Washington Trust Advisors, Inc. | 0001900099 | Jul 31, 2025 | 635 | $1.2B |