| AlphaStar Capital Management, LLC | 0001633857 | May 8, 2024 | 286 | $974.8M |
| RVW Wealth, LLC | 0001756543 | Apr 8, 2024 | 144 | $973.1M |
| WBH Advisory Inc. | 0001259671 | Apr 16, 2024 | 310 | $971.8M |
| American Express Co. | 0000004962 | Apr 26, 2024 | 5 | $971.4M |
| First Nebraska Trust Co | 0002134841 | Jun 16, 2026 | 192 | $969.0M |
| Smith Anglin Financial, LLC | 0001553540 | Apr 24, 2024 | 201 | $968.6M |
| Telemark Asset Management, LLC | 0001420816 | May 10, 2024 | 63 | $967.7M |
| Plato Investment Management Ltd | 0001984475 | May 17, 2024 | 489 | $967.2M |
| Mizuho Bank, Ltd. | 0001512734 | May 14, 2024 | 6 | $966.9M |
| Keel Point, LLC | 0001386935 | Apr 16, 2024 | 384 | $966.7M |
| Iron Triangle Partners LP | 0001779763 | May 15, 2024 | 28 | $966.4M |
| Woodstock Corp. | 0001008877 | Apr 9, 2024 | 165 | $966.0M |
| WealthPLAN Partners, LLC | 0001639943 | May 7, 2024 | 302 | $965.8M |
| Context Capital Management, LLC | 0001301396 | May 2, 2024 | 277 | $965.8M |
| KMG Fiduciary Partners, LLC | 0001773205 | Apr 10, 2024 | 233 | $965.2M |
| Fusion Family Wealth, LLC | 0001696209 | May 10, 2024 | 42 | $964.9M |
| ClariVest Asset Management LLC | 0001388167 | May 7, 2024 | 850 | $964.3M |
| First Heartland Consultants, Inc. | 0001428793 | May 7, 2024 | 422 | $963.4M |
| Sage Mountain Advisors LLC | 0001832274 | Apr 23, 2024 | 408 | $962.2M |
| Tang Capital Management LLC | 0001232621 | May 15, 2024 | 99 | $960.4M |
| Cozad Asset Management Inc. | 0000709428 | May 8, 2024 | 393 | $960.4M |
| Glazer Capital, LLC | 0001076809 | May 15, 2024 | 119 | $960.4M |
| Global Endowment Management, LP | 0001512237 | May 13, 2024 | 128 | $959.8M |
| Crescent Grove Advisors, LLC | 0001713520 | Apr 29, 2024 | 300 | $959.1M |
| Seven Eight Capital, LP | 0001575129 | May 13, 2024 | 582 | $957.7M |
| Parkwood LLC | 0001597823 | May 15, 2024 | 181 | $957.2M |
| Brandywine Oak Private Wealth LLC | 0001764694 | May 7, 2024 | 235 | $957.2M |
| International Assets Investment Management, LLC | 0001818604 | Apr 11, 2024 | 782 | $956.8M |
| Tritonpoint Wealth, LLC | 0002008171 | Apr 25, 2024 | 304 | $956.7M |
| Marks Group Wealth Management, Inc | 0001802473 | Apr 29, 2024 | 299 | $956.6M |
| Harbor Investment Advisory, LLC | 0001468792 | Apr 12, 2024 | 1,334 | $956.6M |
| Symmetry Investments LP | 0001691919 | May 7, 2025 | 156 | $955.4M |
| Teewinot Capital Advisers, L.L.C. | 0001574886 | May 15, 2024 | 25 | $954.8M |
| Saudi Central Bank | 0001918181 | May 14, 2024 | 7 | $954.4M |
| Anchor Investment Management, LLC | 0001634149 | May 15, 2024 | 1,042 | $954.1M |
| First American Trust, FSB | 0000036066 | May 13, 2024 | 218 | $954.0M |
| Great Mountain Partners LLC | 0001815467 | May 15, 2024 | 2 | $953.9M |
| Technology Crossover Management X, Ltd. | 0001787727 | May 13, 2024 | 6 | $953.7M |
| Callahan Advisors, LLC | 0001395055 | Apr 24, 2024 | 144 | $953.5M |
| Founders Financial Securities LLC | 0001342396 | Apr 17, 2024 | 385 | $953.1M |
| Kopernik Global Investors, LLC | 0001599814 | May 15, 2024 | 22 | $952.9M |
| JNBA Financial Advisors | 0001569118 | Apr 26, 2024 | 668 | $952.2M |
| PDS Planning, Inc | 0000838618 | May 1, 2024 | 397 | $951.8M |
| Logos Global Management LP | 0001792126 | May 15, 2024 | 50 | $950.2M |
| Godsey & Gibb, Inc. | 0000887402 | Apr 23, 2024 | 383 | $949.8M |
| Sonnipe Ltd. | 0001946733 | May 14, 2024 | 21 | $949.1M |
| Connors Investor Services Inc. | 0000884548 | May 10, 2024 | 159 | $948.6M |
| MMBG Investment Advisors Co. | 0001765876 | May 10, 2024 | 160 | $948.1M |
| Arax Advisory Partners | 0001586767 | May 14, 2024 | 1,312 | $948.1M |
| Daido Life Insurance Co. | 0001173460 | May 1, 2024 | 6 | $947.5M |
| Blue Whale Capital LLP | 0001801547 | May 14, 2024 | 16 | $947.3M |
| Penobscot Investment Management Company, Inc. | 0001394866 | May 13, 2024 | 298 | $946.7M |
| Arnhold LLC | 0001733755 | May 7, 2024 | 120 | $945.0M |
| Jacobs & Co. | 0001055544 | Apr 12, 2024 | 124 | $944.7M |
| Private Ocean, LLC | 0001601742 | Apr 17, 2024 | 476 | $943.6M |
| Pegasus Partners Ltd. | 0001650654 | Apr 24, 2024 | 150 | $943.6M |
| Bath Savings Trust Co | 0001384943 | Apr 8, 2024 | 168 | $942.1M |
| Bard Financial Services, Inc. | 0001850858 | May 6, 2024 | 234 | $941.5M |
| J. L. Bainbridge & Co., Inc. | 0001742315 | May 9, 2024 | 89 | $939.6M |
| Smith, Moore & Co. | 0000200724 | May 13, 2024 | 428 | $938.5M |
| Sound View Wealth Advisors Group, LLC | 0001784777 | May 9, 2024 | 371 | $938.2M |
| Entropy Technologies, LP | 0001976151 | May 8, 2024 | 696 | $938.0M |
| TD Capital Management LLC | 0001483824 | May 13, 2024 | 534 | $937.9M |
| Hengehold Capital Management LLC | 0001536430 | Apr 16, 2024 | 190 | $937.9M |
| Clearwater Capital Advisors, LLC | 0001690531 | May 9, 2024 | 158 | $937.6M |
| Traphagen Investment Advisors LLC | 0002023380 | May 15, 2024 | 175 | $937.6M |
| Main Street Financial Solutions, LLC | 0001763350 | Apr 23, 2024 | 507 | $936.3M |
| Dynamic Technology Lab Private Ltd | 0001535387 | May 14, 2024 | 1,001 | $936.0M |
| Canyon Capital Advisors LLC | 0001074034 | May 15, 2024 | 19 | $935.9M |
| Browning West LP | 0001825564 | May 14, 2024 | 2 | $935.6M |
| Capital Investment Advisory Services, LLC | 0001659203 | Apr 25, 2024 | 951 | $933.7M |
| Intrust Bank NA | 0001034771 | May 9, 2024 | 387 | $933.5M |
| Wealthquest Corp | 0001632968 | May 9, 2024 | 131 | $933.2M |
| Charter Oak Capital Management, LLC | 0001810720 | Apr 23, 2024 | 182 | $933.1M |
| First Business Financial Services, Inc. | 0001521951 | May 15, 2024 | 165 | $932.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0001631864 | May 1, 2024 | 354 | $931.9M |
| Cypress Funds LLC | 0001081198 | May 9, 2024 | 14 | $931.8M |
| Plante Moran Financial Advisors, LLC | 0001424717 | May 9, 2024 | 846 | $930.7M |
| Criteria Caixa, S.A.U. | 0002018922 | Mar 18, 2025 | 25 | $929.4M |
| Bank of Nova Scotia Trust Co. | 0001335382 | May 14, 2024 | 139 | $928.9M |
| Guardian Capital Advisors LP | 0001512652 | May 14, 2024 | 170 | $927.6M |
| Rwwm, Inc. | 0001507683 | May 14, 2024 | 18 | $926.8M |
| Private Trust Co. NA | 0001277557 | Apr 24, 2024 | 2,245 | $925.8M |
| Nationwide Fund Advisors | 0001097218 | Apr 18, 2024 | 5 | $923.2M |
| Alta Park Capital, LP | 0001621855 | May 15, 2024 | 35 | $922.9M |
| Forbes J M & Co. LLP | 0001067532 | Apr 11, 2024 | 131 | $922.6M |
| AltraVue Capital, LLC | 0001740837 | May 13, 2024 | 27 | $922.4M |
| Chai Trust Co. LLC | 0001250731 | Apr 30, 2024 | 13 | $922.3M |
| Morningstar Investment Management LLC | 0001673385 | May 13, 2024 | 200 | $922.2M |
| Harvey Partners, LLC | 0001406484 | May 15, 2024 | 40 | $921.9M |
| Quantum Capital Management, LLC / NJ | 0001513125 | May 14, 2024 | 31 | $919.3M |
| Fiduciary Group, LLC | 0001645890 | May 13, 2024 | 269 | $917.9M |
| Aveo Capital Partners, LLC | 0001576584 | May 6, 2024 | 362 | $917.5M |
| Fairmount Funds Management LLC | 0001802528 | May 15, 2024 | 15 | $917.4M |
| Freedom Together Foundation | 0002002798 | May 15, 2024 | 23 | $916.2M |
| Howard Capital Management, LLC | 0001733173 | May 6, 2024 | 76 | $915.4M |
| Sawgrass Asset Management LLC | 0001105467 | May 13, 2024 | 188 | $914.2M |
| Kwmg, LLC | 0001633024 | Apr 15, 2024 | 127 | $914.0M |
| Tensile Capital Management LP | 0001598843 | May 15, 2024 | 19 | $913.7M |
| Ironvine Capital Partners, LLC | 0001730478 | May 15, 2024 | 45 | $911.9M |