| 12 West Capital Management LP | 0001540531 | Aug 14, 2024 | 19 | $972.7M |
| Brandywine Oak Private Wealth LLC | 0001764694 | Jul 30, 2024 | 226 | $972.1M |
| Anchor Investment Management, LLC | 0001634149 | Sep 20, 2024 | 1,005 | $971.8M |
| Sound View Wealth Advisors Group, LLC | 0001784777 | Aug 5, 2024 | 358 | $970.2M |
| First Nebraska Trust Co | 0002134841 | Jun 15, 2026 | 194 | $970.2M |
| Smith, Moore & Co. | 0000200724 | Aug 14, 2024 | 442 | $969.7M |
| Capital Investment Advisory Services, LLC | 0001659203 | Aug 14, 2024 | 966 | $969.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0001631864 | Jul 25, 2024 | 356 | $968.9M |
| Longbow Finance SA | 0001965552 | Aug 12, 2024 | 85 | $967.4M |
| Godsey & Gibb, Inc. | 0000887402 | Jul 23, 2024 | 399 | $967.4M |
| Bard Financial Services, Inc. | 0001850858 | Jul 9, 2024 | 225 | $967.1M |
| Palisade Asset Management, LLC | 0001434323 | Aug 2, 2024 | 191 | $967.1M |
| Long Focus Capital Management, LLC | 0001602716 | Aug 14, 2024 | 90 | $966.8M |
| Regal Partners Ltd | 0001577774 | Aug 2, 2024 | 46 | $965.5M |
| Verus Capital Partners, LLC | 0001796874 | Jul 9, 2026 | 344 | $964.6M |
| Nicholas Investment Partners, LP | 0001389574 | Aug 8, 2024 | 195 | $963.9M |
| CoreCap Advisors, LLC | 0001902501 | Aug 8, 2024 | 1,608 | $962.6M |
| Texas Capital Bank Wealth Management Services Inc | 0001802655 | Aug 15, 2024 | 198 | $962.0M |
| Callahan Advisors, LLC | 0001395055 | Jul 29, 2024 | 146 | $961.8M |
| Hengehold Capital Management LLC | 0001536430 | Jul 17, 2024 | 192 | $960.9M |
| Connors Investor Services Inc. | 0000884548 | Aug 9, 2024 | 153 | $960.7M |
| TCG Crossover Management, LLC | 0001839948 | Aug 14, 2024 | 32 | $959.5M |
| Washington State Investment Board | 0000943712 | Aug 5, 2024 | 2 | $959.3M |
| Charter Oak Capital Management, LLC | 0001810720 | Jul 24, 2024 | 175 | $958.3M |
| Harbor Investment Advisory, LLC | 0001468792 | Jul 19, 2024 | 1,302 | $957.8M |
| Seven Eight Capital, LP | 0001575129 | Aug 12, 2024 | 665 | $957.7M |
| Strategic Wealth Partners, Ltd. | 0001720777 | Oct 8, 2024 | 289 | $957.6M |
| Globeflex Capital L P | 0000921531 | Aug 13, 2024 | 466 | $957.2M |
| Morningstar Investment Management LLC | 0001673385 | Aug 8, 2024 | 195 | $957.0M |
| FJ Capital Management LLC | 0001599170 | Aug 14, 2024 | 109 | $956.5M |
| Trigran Investments, Inc. | 0001336800 | Aug 14, 2024 | 20 | $956.3M |
| TD Capital Management LLC | 0001483824 | Aug 5, 2024 | 438 | $956.2M |
| Sonnipe Ltd. | 0001946733 | Aug 9, 2024 | 3 | $955.7M |
| Kynam Capital Management, LP | 0001907884 | Aug 14, 2024 | 22 | $955.2M |
| Tompkins Financial Corp. | 0001005817 | Jul 17, 2024 | 588 | $954.9M |
| Jacobs & Co. | 0001055544 | Jul 12, 2024 | 120 | $954.2M |
| Iron Triangle Partners LP | 0001779763 | Aug 14, 2024 | 24 | $954.0M |
| 683 Capital Management, LLC | 0001404574 | Aug 14, 2024 | 131 | $953.5M |
| Schwerin Boyle Capital Management Inc. | 0000937522 | Aug 13, 2024 | 51 | $953.4M |
| Proficio Capital Partners LLC | 0001654175 | Jul 25, 2024 | 320 | $952.5M |
| Anderson Hoagland & Co. | 0000791191 | Jul 10, 2024 | 133 | $952.4M |
| Nexus Investment Management ULC | 0001476329 | Jul 23, 2024 | 74 | $952.1M |
| Context Capital Management, LLC | 0001301396 | Aug 9, 2024 | 222 | $951.5M |
| Texas Permanent School Fund Corp. | 0001223779 | Feb 13, 2026 | 3 | $951.1M |
| Recurrent Investment Advisors LLC | 0001803146 | Aug 14, 2024 | 51 | $949.9M |
| Atlas Venture Life Science Advisors, LLC | 0001917529 | Aug 9, 2024 | 15 | $949.6M |
| Marks Group Wealth Management, Inc | 0001802473 | Aug 14, 2024 | 288 | $949.4M |
| Fishman Jay A Ltd. | 0001006407 | Aug 5, 2024 | 86 | $949.0M |
| Maple-Brown Abbott Ltd | 0001681596 | Jul 19, 2024 | 16 | $948.4M |
| JNBA Financial Advisors | 0001569118 | Jul 22, 2024 | 640 | $947.8M |
| Sagefield Capital LP | 0001771179 | Aug 14, 2024 | 93 | $947.8M |
| Water Island Capital LLC | 0001222765 | Nov 14, 2024 | 68 | $947.3M |
| Arnhold LLC | 0001733755 | Aug 1, 2024 | 119 | $947.2M |
| Torno Capital, LLC | 0001974312 | May 14, 2025 | 50 | $947.1M |
| Levin Capital Strategies, L.P. | 0001354821 | Aug 7, 2024 | 202 | $945.9M |
| Global Endowment Management, LP | 0001512237 | Aug 13, 2024 | 122 | $944.9M |
| Soltis Investment Advisors LLC | 0001802530 | Aug 12, 2024 | 330 | $944.7M |
| Wellesley Asset Management | 0001533551 | Aug 7, 2024 | 48 | $944.5M |
| Clearwater Capital Advisors, LLC | 0001690531 | Aug 6, 2024 | 157 | $944.1M |
| Caption Management, LLC | 0001706766 | Aug 14, 2024 | 391 | $943.9M |
| First Business Financial Services, Inc. | 0001521951 | Aug 2, 2024 | 157 | $943.3M |
| Kathmere Capital Management, LLC | 0001794543 | Aug 15, 2024 | 338 | $943.1M |
| Headlands Technologies LLC | 0001570271 | Aug 7, 2024 | 1,104 | $942.6M |
| Wealthcare Capital Management LLC | 0001516450 | Aug 12, 2024 | 84 | $942.4M |
| Intrust Bank NA | 0001034771 | Aug 8, 2024 | 378 | $940.3M |
| Bath Savings Trust Co | 0001384943 | Jul 12, 2024 | 166 | $940.3M |
| Guardian Capital Advisors LP | 0001512652 | Aug 13, 2024 | 172 | $938.8M |
| PSG Equity L.L.C. | 0001865991 | Aug 7, 2024 | 1 | $938.4M |
| Wealthquest Corp | 0001632968 | Aug 26, 2024 | 122 | $938.4M |
| Pine Ridge Advisers LLC | 0001845915 | Aug 13, 2024 | 34 | $938.3M |
| Jia Investment Alliance Pte. LTD. | 0001966595 | Jul 12, 2024 | 20 | $937.3M |
| Transamerica Financial Advisors, LLC | 0001502149 | Aug 14, 2024 | 557 | $936.7M |
| Ausdal Financial Partners, Inc. | 0001667146 | Aug 6, 2024 | 497 | $936.3M |
| a16z Perennial Management, L.P. | 0002009275 | Feb 12, 2025 | 42 | $934.6M |
| Gemmer Asset Management LLC | 0001607825 | Jul 16, 2024 | 139 | $934.5M |
| Freedom Together Foundation | 0002002798 | Aug 14, 2024 | 24 | $934.0M |
| Hamilton Capital Partners Inc. | 0002141005 | Aug 14, 2026 | 174 | $933.5M |
| MMBG Investment Advisors Co. | 0001765876 | Aug 13, 2024 | 152 | $932.9M |
| WealthPLAN Partners, LLC | 0001639943 | Aug 9, 2024 | 297 | $931.4M |
| Bluespring Wealth Management, LLC | 0001557485 | Jul 25, 2024 | 187 | $930.5M |
| Ninepoint Partners LP | 0001715635 | Aug 15, 2024 | 99 | $930.4M |
| Fiduciary Group, LLC | 0001645890 | Aug 8, 2024 | 271 | $929.9M |
| Connable Office Inc. | 0000914933 | Aug 7, 2024 | 215 | $929.4M |
| Austin Private Wealth, LLC | 0001800328 | Jul 16, 2024 | 226 | $928.8M |
| Kim, LLC | 0001888968 | Aug 12, 2024 | 245 | $928.8M |
| Private Trust Co. NA | 0001277557 | Jul 23, 2024 | 2,262 | $928.7M |
| Kwmg, LLC | 0001633024 | Jul 12, 2024 | 134 | $927.4M |
| Conservest Capital Advisors, Inc. | 0001705716 | Aug 8, 2024 | 110 | $927.1M |
| N.E.W. Advisory Services LLC | 0001803456 | Aug 5, 2024 | 182 | $926.7M |
| Kensington Asset Management, LLC | 0001979884 | Aug 13, 2024 | 20 | $926.6M |
| Entropy Technologies, LP | 0001976151 | Aug 12, 2024 | 641 | $925.2M |
| First Beijing Investment Ltd | 0001701717 | Aug 14, 2024 | 9 | $924.3M |
| Canandaigua National Bank & Trust Co. | 0001074266 | Jul 11, 2024 | 302 | $923.1M |
| SlateStone Wealth, LLC | 0001764049 | Jul 25, 2024 | 287 | $922.9M |
| Sawgrass Asset Management LLC | 0001105467 | Jul 18, 2024 | 178 | $922.7M |
| Cable Hill Partners, LLC | 0001674581 | Jul 22, 2024 | 208 | $921.7M |
| Traphagen Investment Advisors LLC | 0002023380 | Jul 23, 2024 | 174 | $921.2M |
| Rwwm, Inc. | 0001507683 | Aug 14, 2024 | 20 | $920.9M |
| Pictet North America Advisors SA | 0001599576 | Jul 25, 2024 | 139 | $920.9M |
| Bramshill Investments, LLC | 0001619899 | Aug 14, 2024 | 169 | $919.1M |