| Carlyle Group Inc. | 0001527166 | Aug 9, 2024 | 31 | $1.1B |
| BloombergSen Inc. | 0001484047 | Jul 29, 2024 | 29 | $1.1B |
| Bouchey Financial Group, Ltd. | 0001599054 | Jul 12, 2024 | 148 | $1.1B |
| Oak Ridge Investments LLC | 0001054554 | Oct 28, 2024 | 146 | $1.0B |
| Sax Wealth Advisors, LLC | 0001846150 | Jul 12, 2024 | 274 | $1.0B |
| TCV Trust & Wealth Management, Inc. | 0001135439 | Jul 26, 2024 | 198 | $1.0B |
| Blue Whale Capital LLP | 0001801547 | Aug 13, 2024 | 19 | $1.0B |
| Lyell Wealth Management, LP | 0001686444 | Aug 8, 2024 | 199 | $1.0B |
| ARS Investment Partners, LLC | 0000733020 | Jul 17, 2024 | 163 | $1.0B |
| Condor Capital Management | 0001082491 | Aug 8, 2024 | 190 | $1.0B |
| Colonial Trust Advisors | 0001567993 | Aug 14, 2024 | 759 | $1.0B |
| Nicolet Advisory Services, LLC | 0001775863 | Aug 14, 2024 | 354 | $1.0B |
| Progeny 3, Inc. | 0001536006 | Aug 16, 2024 | 29 | $1.0B |
| Kintegral Advisory, LLC | 0001569518 | Jul 26, 2024 | 238 | $1.0B |
| American Express Co. | 0000004962 | Jul 29, 2024 | 3 | $1.0B |
| Rhenman & Partners Asset Management AB | 0001599882 | Aug 13, 2024 | 93 | $1.0B |
| Ally Invest Advisors Inc. | 0001706013 | Aug 13, 2024 | 66 | $1.0B |
| BDF-Gestion | 0001632812 | Jul 11, 2024 | 154 | $1.0B |
| Maren Capital LLC | 0001961415 | Aug 14, 2024 | 26 | $1.0B |
| Tritonpoint Wealth, LLC | 0002008171 | Aug 12, 2024 | 318 | $1.0B |
| Penobscot Investment Management Company, Inc. | 0001394866 | Aug 13, 2024 | 304 | $1.0B |
| RKL Wealth Management LLC | 0001604723 | Jul 18, 2024 | 145 | $1.0B |
| Cardiff Park Advisors, LLC | 0001910000 | Aug 14, 2024 | 329 | $1.0B |
| Gillson Capital LP | 0001698055 | Aug 14, 2024 | 57 | $1.0B |
| Capital Investment Services of America, Inc. | 0000811360 | Jul 19, 2024 | 77 | $1.0B |
| 8 Knots Management, LLC | 0001849457 | Aug 14, 2024 | 18 | $1.0B |
| L1 Capital Pty Ltd | 0001817646 | Aug 14, 2024 | 8 | $1.0B |
| Tradition Wealth Management, LLC | 0001843010 | Aug 12, 2024 | 404 | $1.0B |
| Intrinsic Edge Capital Management LLC | 0001671754 | Aug 14, 2024 | 129 | $1.0B |
| Aip, LLC | 0001714498 | Aug 14, 2024 | 5 | $1.0B |
| Cape Cod Five Cents Savings Bank | 0001054646 | Aug 16, 2024 | 189 | $1.0B |
| Ledyard National Bank | 0001310658 | Aug 6, 2024 | 208 | $1.0B |
| Avenir Corp. | 0001033475 | Aug 14, 2024 | 67 | $1.0B |
| WT Asset Management Ltd | 0001780365 | Jul 25, 2024 | 26 | $1.0B |
| FJ Investments, LLC | 0001903573 | Aug 8, 2024 | 4 | $1.0B |
| Arax Advisory Partners | 0001586767 | Aug 6, 2024 | 2,539 | $1.0B |
| Rational Advisors, Inc. | 0001143565 | Jul 25, 2024 | 189 | $1.0B |
| Arrow Financial Corp | 0000717538 | Jul 30, 2024 | 336 | $1.0B |
| MSD Partners, L.P. | 0001514334 | Aug 14, 2024 | 18 | $1.0B |
| HITE Hedge Asset Management LLC | 0001568939 | Aug 14, 2024 | 96 | $1.0B |
| Abrams Bison Investments, LLC | 0001317588 | Aug 14, 2024 | 10 | $1.0B |
| Strategy Capital LLC | 0001592413 | Aug 13, 2024 | 10 | $1.0B |
| KMG Fiduciary Partners, LLC | 0001773205 | Jul 18, 2024 | 239 | $1.0B |
| FountainVest China Capital Partners GP3 Ltd. | 0001795487 | Aug 5, 2024 | 2 | $1.0B |
| Howard Capital Management, LLC | 0001733173 | Aug 5, 2024 | 83 | $1.0B |
| First Financial Bank - Trust Division | 0001315339 | Jul 3, 2024 | 204 | $1.0B |
| Central Securities Corp | 0000018748 | Aug 13, 2024 | 28 | $1.0B |
| Teewinot Capital Advisers, L.L.C. | 0001574886 | Aug 16, 2024 | 26 | $1.0B |
| Technology Crossover Management X, Ltd. | 0001787727 | Aug 12, 2024 | 6 | $1.0B |
| United Asset Strategies, Inc. | 0001539948 | Aug 1, 2024 | 226 | $1.0B |
| Washington Trust Bank | 0000861787 | Jul 29, 2024 | 204 | $1.0B |
| Analog Century Management LP | 0001753384 | Aug 14, 2024 | 23 | $1.0B |
| Kontiki Capital Management (HK) Ltd. | 0001713390 | Aug 14, 2024 | 9 | $1.0B |
| Amica Mutual Insurance Co. | 0000857508 | Jul 25, 2024 | 132 | $1.0B |
| AltraVue Capital, LLC | 0001740837 | Aug 12, 2024 | 28 | $1.0B |
| First Heartland Consultants, Inc. | 0001428793 | Jul 25, 2024 | 445 | $1.0B |
| SIR Capital Management, L.P. | 0001434997 | Aug 7, 2024 | 79 | $1.0B |
| Integral Health Asset Management, LLC | 0001773206 | Aug 14, 2024 | 69 | $1.0B |
| Paradigm Operations LP | 0001911136 | Aug 14, 2024 | 1 | $1.0B |
| Cozad Asset Management Inc. | 0000709428 | Aug 2, 2024 | 397 | $1.0B |
| Armstrong Henry H Associates Inc. | 0001056827 | Jul 2, 2024 | 59 | $1.0B |
| RVW Wealth, LLC | 0001756543 | Jul 8, 2024 | 151 | $1.0B |
| Pacific Life Fund Advisors LLC | 0001499091 | Aug 2, 2024 | 22 | $1.0B |
| Voss Capital, LP | 0001730145 | Aug 14, 2024 | 38 | $1.0B |
| Plante Moran Financial Advisors, LLC | 0001424717 | Aug 12, 2024 | 813 | $1.0B |
| Atom Investors LP | 0001738902 | Aug 14, 2024 | 457 | $1.0B |
| J. L. Bainbridge & Co., Inc. | 0001742315 | Aug 13, 2024 | 88 | $999.9M |
| Bangor Savings Bank | 0001352675 | Jul 15, 2024 | 514 | $999.5M |
| First American Trust, FSB | 0000036066 | Aug 12, 2024 | 212 | $997.7M |
| Marcum Wealth, LLC | 0001784450 | Jul 2, 2024 | 387 | $997.5M |
| Naples Global Advisors, LLC | 0001582151 | Jul 18, 2024 | 393 | $996.6M |
| Nantahala Capital Management, LLC | 0001472322 | Aug 20, 2024 | 117 | $995.6M |
| Hardy Reed LLC | 0001761871 | Aug 12, 2024 | 228 | $995.6M |
| Wolf Hill Capital Management, LP | 0001785988 | Aug 13, 2024 | 24 | $994.9M |
| XML Financial, LLC | 0001800465 | Jul 22, 2024 | 337 | $993.7M |
| Saudi Central Bank | 0001918181 | Aug 14, 2024 | 7 | $991.6M |
| Cornerstone Capital, Inc. | 0000819535 | Aug 2, 2024 | 96 | $991.5M |
| Pegasus Partners Ltd. | 0001650654 | Aug 8, 2024 | 166 | $991.5M |
| PDS Planning, Inc | 0000838618 | Aug 8, 2024 | 396 | $991.2M |
| J.Safra Asset Management Corp | 0001535293 | Jul 17, 2024 | 268 | $991.1M |
| Smith Anglin Financial, LLC | 0001553540 | Jul 11, 2024 | 198 | $989.5M |
| FPR Partners LLC | 0001546190 | Aug 14, 2024 | 15 | $989.2M |
| WBH Advisory Inc. | 0001259671 | Jul 11, 2024 | 310 | $988.0M |
| Taurus Asset Management, LLC | 0001317209 | Aug 8, 2024 | 87 | $987.2M |
| Woodstock Corp. | 0001008877 | Jul 8, 2024 | 165 | $983.4M |
| Lombard Odier Asset Management (Switzerland) SA | 0001535660 | Aug 14, 2024 | 205 | $982.7M |
| Fusion Family Wealth, LLC | 0001696209 | Jul 31, 2024 | 43 | $981.9M |
| Tang Capital Management LLC | 0001232621 | Aug 14, 2024 | 128 | $981.9M |
| Wendell David Associates Inc. | 0000878228 | Jul 22, 2024 | 159 | $981.4M |
| RWC Asset Advisors (us) LLC | 0001638081 | Aug 1, 2024 | 18 | $980.4M |
| Y.D. More Investments Ltd | 0001870364 | Aug 8, 2024 | 458 | $980.4M |
| ClariVest Asset Management LLC | 0001388167 | Aug 7, 2024 | 844 | $980.2M |
| Leo Wealth, LLC | 0001912202 | Jul 17, 2024 | 332 | $980.0M |
| Michael & Susan Dell Foundation | 0001599858 | Aug 14, 2024 | 2 | $980.0M |
| Permanens Capital L.P. | 0001599637 | Aug 14, 2024 | 27 | $979.6M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0000885415 | Jul 9, 2024 | 163 | $978.1M |
| Sunbelt Securities, Inc. | 0001632932 | Aug 16, 2024 | 1,770 | $977.5M |
| Oaktop Capital Management Ii, L.P. | 0001550660 | Aug 12, 2024 | 16 | $976.5M |
| Forbes J M & Co. LLP | 0001067532 | Jul 30, 2024 | 133 | $975.9M |
| Ilex Capital Partners (UK) LLP | 0001985486 | Aug 14, 2024 | 20 | $975.9M |