| AlphaQuest LLC | 0001883897 | Nov 7, 2024 | 1,862 | $1.1B |
| Campbell Wealth Management | 0001736648 | Oct 28, 2024 | 70 | $1.1B |
| Provident Investment Management, Inc. | 0001076964 | Nov 12, 2024 | 77 | $1.1B |
| Galvin, Gaustad & Stein, LLC | 0001840945 | Nov 1, 2024 | 184 | $1.1B |
| Tradition Wealth Management, LLC | 0001843010 | Nov 14, 2024 | 409 | $1.1B |
| Taconic Capital Advisors LP | 0001390113 | Nov 14, 2024 | 90 | $1.1B |
| Sax Wealth Advisors, LLC | 0001846150 | Oct 17, 2024 | 287 | $1.1B |
| Arax Advisory Partners | 0001586767 | Nov 6, 2024 | 2,614 | $1.1B |
| Bouchey Financial Group, Ltd. | 0001599054 | Oct 24, 2024 | 153 | $1.1B |
| Hardy Reed LLC | 0001761871 | Nov 13, 2024 | 243 | $1.1B |
| TCV Trust & Wealth Management, Inc. | 0001135439 | Oct 24, 2024 | 199 | $1.1B |
| PDS Planning, Inc | 0000838618 | Oct 30, 2024 | 443 | $1.1B |
| ARS Investment Partners, LLC | 0000733020 | Oct 16, 2024 | 170 | $1.1B |
| Seven Eight Capital, LP | 0001575129 | Nov 12, 2024 | 683 | $1.1B |
| Helikon Investments Ltd | 0001839497 | Oct 28, 2024 | 19 | $1.1B |
| Stack Financial Management, Inc | 0001308685 | Nov 4, 2024 | 48 | $1.1B |
| Penobscot Investment Management Company, Inc. | 0001394866 | Nov 12, 2024 | 314 | $1.1B |
| AltraVue Capital, LLC | 0001740837 | Nov 12, 2024 | 27 | $1.1B |
| Narwhal Capital Management | 0001461287 | Oct 22, 2024 | 160 | $1.1B |
| Condor Capital Management | 0001082491 | Nov 8, 2024 | 190 | $1.1B |
| SlateStone Wealth, LLC | 0001764049 | Nov 7, 2024 | 296 | $1.1B |
| Cardiff Park Advisors, LLC | 0001910000 | Nov 14, 2024 | 336 | $1.1B |
| RKL Wealth Management LLC | 0001604723 | Nov 1, 2024 | 161 | $1.1B |
| Cantor Fitzgerald, L. P. | 0001024896 | Nov 14, 2024 | 194 | $1.1B |
| Gillson Capital LP | 0001698055 | Nov 14, 2024 | 63 | $1.1B |
| Lyell Wealth Management, LP | 0001686444 | Oct 23, 2024 | 207 | $1.1B |
| Fairfax Financial Holdings | 0000915191 | Nov 14, 2024 | 31 | $1.1B |
| Bares Capital Management, Inc. | 0001340807 | Nov 18, 2024 | 22 | $1.1B |
| Technology Crossover Management X, Ltd. | 0001787727 | Nov 13, 2024 | 6 | $1.1B |
| Tritonpoint Wealth, LLC | 0002008171 | Oct 28, 2024 | 330 | $1.1B |
| Leo Wealth, LLC | 0001912202 | Oct 21, 2024 | 348 | $1.1B |
| MKP Capital Management, L.L.C. | 0001534949 | Nov 6, 2024 | 6 | $1.1B |
| Ledyard National Bank | 0001310658 | Oct 21, 2024 | 221 | $1.1B |
| 1607 Capital Partners, LLC | 0001436866 | Nov 14, 2024 | 136 | $1.1B |
| Cape Cod Five Cents Savings Bank | 0001054646 | Feb 18, 2025 | 189 | $1.1B |
| First Financial Bank - Trust Division | 0001315339 | Oct 1, 2024 | 210 | $1.1B |
| Kintegral Advisory, LLC | 0001569518 | Nov 4, 2024 | 238 | $1.1B |
| Sonnipe Ltd. | 0001946733 | Nov 14, 2024 | 3 | $1.1B |
| Penn Capital Management Company, LLC | 0001158202 | Nov 14, 2024 | 146 | $1.1B |
| Main Street Financial Solutions, LLC | 0001763350 | Nov 5, 2024 | 517 | $1.1B |
| Nicholas Investment Partners, LP | 0001389574 | Nov 12, 2024 | 218 | $1.1B |
| Fusion Family Wealth, LLC | 0001696209 | Oct 17, 2024 | 43 | $1.1B |
| Founders Financial Securities LLC | 0001342396 | Nov 12, 2024 | 427 | $1.1B |
| Rwwm, Inc. | 0001507683 | Nov 13, 2024 | 21 | $1.1B |
| Arrow Financial Corp | 0000717538 | Nov 4, 2024 | 340 | $1.1B |
| Hartford Funds Management Co LLC | 0001546587 | Nov 12, 2024 | 94 | $1.1B |
| Simplicity Wealth,LLC | 0001913243 | Oct 10, 2024 | 494 | $1.1B |
| Atlas Venture Life Science Advisors, LLC | 0001917529 | Nov 13, 2024 | 14 | $1.1B |
| Madison Avenue Partners, LP | 0001801265 | Nov 14, 2024 | 25 | $1.1B |
| XML Financial, LLC | 0001800465 | Nov 1, 2024 | 348 | $1.1B |
| RVW Wealth, LLC | 0001756543 | Oct 15, 2024 | 155 | $1.1B |
| Marcum Wealth, LLC | 0001784450 | Oct 8, 2024 | 415 | $1.1B |
| Naples Global Advisors, LLC | 0001582151 | Oct 24, 2024 | 400 | $1.1B |
| United Asset Strategies, Inc. | 0001539948 | Oct 28, 2024 | 237 | $1.1B |
| Cornerstone Capital, Inc. | 0000819535 | Oct 30, 2024 | 103 | $1.1B |
| FPR Partners LLC | 0001546190 | Nov 14, 2024 | 12 | $1.1B |
| Charter Oak Capital Management, LLC | 0001810720 | Oct 30, 2024 | 186 | $1.1B |
| Pegasus Partners Ltd. | 0001650654 | Nov 1, 2024 | 171 | $1.1B |
| Francisco Partners Management, LP | 0001197853 | Nov 14, 2024 | 8 | $1.1B |
| Silver Point Capital L.P. | 0001332784 | Nov 14, 2024 | 8 | $1.1B |
| Kathmere Capital Management, LLC | 0001794543 | Oct 15, 2024 | 380 | $1.1B |
| Bangor Savings Bank | 0001352675 | Oct 7, 2024 | 538 | $1.1B |
| Anchor Investment Management, LLC | 0001634149 | Nov 21, 2024 | 1,051 | $1.1B |
| Nicolet Advisory Services, LLC | 0001775863 | Nov 12, 2024 | 369 | $1.1B |
| Fifth Third Securities, Inc. | 0000073956 | Oct 11, 2024 | 254 | $1.1B |
| GRS Advisors, LLC | 0001544554 | Nov 14, 2024 | 27 | $1.1B |
| WBH Advisory Inc. | 0001259671 | Oct 15, 2024 | 324 | $1.1B |
| Capital Investment Advisory Services, LLC | 0001659203 | Oct 30, 2024 | 981 | $1.1B |
| Hengehold Capital Management LLC | 0001536430 | Oct 16, 2024 | 204 | $1.1B |
| J.Safra Asset Management Corp | 0001535293 | Nov 13, 2024 | 298 | $1.1B |
| Canandaigua National Bank & Trust Co. | 0001074266 | Oct 3, 2024 | 335 | $1.1B |
| Allstate Corp. | 0000899051 | Nov 14, 2024 | 106 | $1.1B |
| Neumeier Poma Investment Counsel LLC | 0001044936 | Nov 13, 2024 | 43 | $1.0B |
| Capital Investment Services of America, Inc. | 0000811360 | Oct 30, 2024 | 75 | $1.0B |
| Marks Group Wealth Management, Inc | 0001802473 | Oct 30, 2024 | 293 | $1.0B |
| Smith, Moore & Co. | 0000200724 | Nov 12, 2024 | 467 | $1.0B |
| Pinnacle Wealth Management Advisory Group, LLC | 0001631864 | Oct 16, 2024 | 366 | $1.0B |
| Cozad Asset Management Inc. | 0000709428 | Oct 31, 2024 | 406 | $1.0B |
| Browning West LP | 0001825564 | Nov 14, 2024 | 2 | $1.0B |
| Wendell David Associates Inc. | 0000878228 | Oct 21, 2024 | 160 | $1.0B |
| Godsey & Gibb, Inc. | 0000887402 | Oct 18, 2024 | 431 | $1.0B |
| Washington Trust Bank | 0000861787 | Oct 31, 2024 | 218 | $1.0B |
| Globeflex Capital L P | 0000921531 | Nov 13, 2024 | 464 | $1.0B |
| Armstrong Henry H Associates Inc. | 0001056827 | Oct 2, 2024 | 63 | $1.0B |
| Tompkins Financial Corp. | 0001005817 | Nov 1, 2024 | 581 | $1.0B |
| Wolf Hill Capital Management, LP | 0001785988 | Nov 13, 2024 | 30 | $1.0B |
| Elevation Point Wealth Partners, LLC | 0001744349 | Feb 3, 2026 | 530 | $1.0B |
| BIT Capital GmbH | 0002053305 | Feb 12, 2025 | 96 | $1.0B |
| Strategic Wealth Partners, Ltd. | 0001720777 | Oct 8, 2024 | 293 | $1.0B |
| Woodstock Corp. | 0001008877 | Oct 11, 2024 | 165 | $1.0B |
| Rational Advisors, Inc. | 0001143565 | Oct 30, 2024 | 170 | $1.0B |
| Strategy Capital LLC | 0001592413 | Nov 14, 2024 | 10 | $1.0B |
| Atlas FRM LLC | 0001879898 | Nov 13, 2024 | 8 | $1.0B |
| Smith Anglin Financial, LLC | 0001553540 | Oct 7, 2024 | 208 | $1.0B |
| Diversify Wealth Management, LLC | 0002030780 | Oct 25, 2024 | 469 | $1.0B |
| U S Global Investors Inc. | 0000754811 | Oct 21, 2024 | 130 | $1.0B |
| Saudi Central Bank | 0001918181 | Nov 13, 2024 | 7 | $1.0B |
| Levin Capital Strategies, L.P. | 0001354821 | Nov 13, 2024 | 202 | $1.0B |
| Coliseum Capital Management, LLC | 0001409751 | Nov 14, 2024 | 14 | $1.0B |
| Connors Investor Services Inc. | 0000884548 | Nov 14, 2024 | 158 | $1.0B |