| Brandywine Oak Private Wealth LLC | 0001764694 | Nov 7, 2024 | 236 | $1.0B |
| Amica Mutual Insurance Co. | 0000857508 | Nov 12, 2024 | 134 | $1.0B |
| J. L. Bainbridge & Co., Inc. | 0001742315 | Nov 12, 2024 | 100 | $1.0B |
| LRI Investments, LLC | 0002023325 | Nov 15, 2024 | 1,146 | $1.0B |
| Central Securities Corp | 0000018748 | Nov 8, 2024 | 27 | $1.0B |
| Arnhold LLC | 0001733755 | Nov 13, 2024 | 111 | $1.0B |
| Aip, LLC | 0001714498 | Nov 14, 2024 | 3 | $1.0B |
| SIR Capital Management, L.P. | 0001434997 | Nov 14, 2024 | 67 | $1.0B |
| First Nebraska Trust Co | 0002134841 | Jun 12, 2026 | 197 | $1.0B |
| Taurus Asset Management, LLC | 0001317209 | Nov 7, 2024 | 90 | $1.0B |
| Wellesley Asset Management | 0001533551 | Oct 23, 2024 | 49 | $1.0B |
| Clearwater Capital Advisors, LLC | 0001690531 | Nov 12, 2024 | 172 | $1.0B |
| Callahan Advisors, LLC | 0001395055 | Oct 30, 2024 | 144 | $1.0B |
| GDS Wealth Management | 0001940869 | Nov 4, 2024 | 165 | $1.0B |
| Petrus Trust Company, LTA | 0001473429 | Nov 14, 2024 | 536 | $1.0B |
| Transamerica Financial Advisors, LLC | 0001502149 | Nov 13, 2024 | 586 | $1.0B |
| Forbes J M & Co. LLP | 0001067532 | Oct 24, 2024 | 138 | $1.0B |
| CVC Management Holdings II Ltd. | 0002023131 | Nov 14, 2024 | 4 | $1.0B |
| Soltis Investment Advisors LLC | 0001802530 | Jan 3, 2025 | 364 | $1.0B |
| Verus Capital Partners, LLC | 0001796874 | Jul 9, 2026 | 358 | $1.0B |
| Palisade Asset Management, LLC | 0001434323 | Nov 12, 2024 | 197 | $1.0B |
| Austin Private Wealth, LLC | 0001800328 | Oct 30, 2024 | 237 | $1.0B |
| Verity & Verity, LLC | 0001542108 | Nov 7, 2024 | 116 | $1.0B |
| Sunbelt Securities, Inc. | 0001632932 | Nov 18, 2024 | 1,855 | $1.0B |
| Nexus Investment Management ULC | 0001476329 | Oct 15, 2024 | 72 | $1.0B |
| Melqart Asset Management (UK) Ltd | 0001712901 | Nov 14, 2024 | 46 | $1.0B |
| Cable Hill Partners, LLC | 0001674581 | Nov 6, 2024 | 237 | $1.0B |
| Texas Capital Bank Wealth Management Services Inc | 0001802655 | Nov 14, 2024 | 200 | $1.0B |
| Guardian Capital Advisors LP | 0001512652 | Nov 12, 2024 | 167 | $1.0B |
| Quantitative Investment Management, LLC | 0001445911 | Nov 14, 2024 | 310 | $1.0B |
| N.E.W. Advisory Services LLC | 0001803456 | Oct 31, 2024 | 183 | $1.0B |
| Harbor Investment Advisory, LLC | 0001468792 | Oct 4, 2024 | 1,144 | $1.0B |
| Pacific Life Fund Advisors LLC | 0001499091 | Oct 28, 2024 | 21 | $1.0B |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0000885415 | Oct 25, 2024 | 167 | $1.0B |
| Morningstar Investment Management LLC | 0001673385 | Nov 12, 2024 | 214 | $1.0B |
| Pictet North America Advisors SA | 0001599576 | Oct 22, 2024 | 142 | $1.0B |
| FJ Investments, LLC | 0001903573 | Nov 1, 2024 | 4 | $1.0B |
| Siemens AG | 0000940418 | Nov 14, 2024 | 2 | $1.0B |
| GAMMA Investing LLC | 0002010235 | Oct 7, 2024 | 3,575 | $1.0B |
| First American Trust, FSB | 0000036066 | Nov 12, 2024 | 226 | $1.0B |
| Maple-Brown Abbott Ltd | 0001681596 | Oct 2, 2024 | 16 | $1.0B |
| Oxbow Advisors, LLC | 0001564770 | Nov 1, 2024 | 217 | $1.0B |
| Fishman Jay A Ltd. | 0001006407 | Oct 30, 2024 | 85 | $1.0B |
| Bath Savings Trust Co | 0001384943 | Oct 7, 2024 | 172 | $1.0B |
| Recurrent Investment Advisors LLC | 0001803146 | Nov 14, 2024 | 54 | $1.0B |
| Proficio Capital Partners LLC | 0001654175 | Nov 1, 2024 | 285 | $1.0B |
| Pine Ridge Advisers LLC | 0001845915 | Nov 12, 2024 | 35 | $1.0B |
| Advisor OS, LLC | 0001767580 | Nov 4, 2024 | 406 | $1.0B |
| Thrive Capital Management, LLC | 0001765681 | Nov 14, 2024 | 4 | $1.0B |
| Quinn Opportunity Partners LLC | 0001633275 | Nov 13, 2024 | 269 | $1.0B |
| Trinity Street Asset Management LLP | 0001592579 | Oct 25, 2024 | 15 | $1.0B |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 0001474069 | Nov 14, 2024 | 14 | $1.0B |
| Motco | 0001306333 | Nov 5, 2024 | 597 | $1.0B |
| Jacobs & Co. | 0001055544 | Oct 1, 2024 | 126 | $1.0B |
| Intrust Bank NA | 0001034771 | Nov 12, 2024 | 380 | $999.7M |
| Kopernik Global Investors, LLC | 0001599814 | Nov 13, 2024 | 24 | $999.6M |
| Gemmer Asset Management LLC | 0001607825 | Oct 24, 2024 | 149 | $999.5M |
| First Business Financial Services, Inc. | 0001521951 | Nov 6, 2024 | 159 | $999.2M |
| TD Capital Management LLC | 0001483824 | Nov 8, 2024 | 459 | $998.8M |
| Wealthcare Capital Management LLC | 0001516450 | Nov 4, 2024 | 82 | $997.1M |
| Bluespring Wealth Management, LLC | 0001557485 | Nov 1, 2024 | 193 | $996.6M |
| Providence Equity Partners L.L.C. | 0001492133 | Nov 14, 2024 | 3 | $994.8M |
| CGN Advisors LLC | 0001841506 | Oct 17, 2024 | 276 | $994.4M |
| Kwmg, LLC | 0001633024 | Oct 7, 2024 | 136 | $994.0M |
| Connable Office Inc. | 0000914933 | Nov 6, 2024 | 219 | $993.6M |
| Nitorum Capital, L.P. | 0001630243 | Nov 14, 2024 | 28 | $993.5M |
| JNBA Financial Advisors | 0001569118 | Oct 31, 2024 | 652 | $992.9M |
| Private Trust Co. NA | 0001277557 | Nov 13, 2024 | 2,284 | $992.5M |
| Insigneo Advisory Services, LLC | 0001964958 | Nov 15, 2024 | 636 | $991.7M |
| Avenir Corp. | 0001033475 | Nov 14, 2024 | 66 | $991.7M |
| Traphagen Investment Advisors LLC | 0002023380 | Oct 21, 2024 | 176 | $991.2M |
| Telemark Asset Management, LLC | 0001420816 | Nov 12, 2024 | 56 | $990.3M |
| Global Endowment Management, LP | 0001512237 | Nov 13, 2024 | 131 | $990.2M |
| Teewinot Capital Advisers, L.L.C. | 0001574886 | Nov 14, 2024 | 25 | $989.7M |
| WealthPlan Investment Management, LLC | 0001929986 | Nov 5, 2024 | 247 | $987.5M |
| Fiduciary Group, LLC | 0001645890 | Nov 13, 2024 | 273 | $987.3M |
| Zweig-DiMenna Associates LLC | 0001533950 | Oct 23, 2024 | 85 | $985.5M |
| Quent Capital, LLC | 0001912338 | Oct 4, 2024 | 1,364 | $985.1M |
| Bank of Nova Scotia Trust Co. | 0001335382 | Nov 13, 2024 | 139 | $984.9M |
| Magnus Financial Group LLC | 0001765216 | Oct 15, 2024 | 339 | $983.6M |
| Landscape Capital Management, L.L.C. | 0001536186 | Nov 8, 2024 | 644 | $983.5M |
| Jia Investment Alliance Pte. LTD. | 0001966595 | Oct 4, 2024 | 21 | $982.0M |
| Salomon & Ludwin, LLC | 0001766156 | Oct 24, 2024 | 734 | $981.9M |
| 683 Capital Management, LLC | 0001404574 | Nov 14, 2024 | 129 | $981.8M |
| Tetrad Corp. | 0000883597 | Aug 1, 2025 | 3 | $981.6M |
| Crescent Grove Advisors, LLC | 0001713520 | Oct 30, 2024 | 276 | $980.3M |
| ClariVest Asset Management LLC | 0001388167 | Nov 12, 2024 | 844 | $980.2M |
| Anderson Hoagland & Co. | 0000791191 | Oct 7, 2024 | 132 | $979.9M |
| Liberty One Investment Management, LLC | 0001807328 | Oct 31, 2024 | 181 | $978.3M |
| Inspire Investing, LLC | 0001670139 | Oct 10, 2024 | 827 | $977.5M |
| 12 West Capital Management LP | 0001540531 | Nov 13, 2024 | 17 | $977.4M |
| Clough Capital Partners L P | 0001276144 | Nov 14, 2024 | 132 | $977.0M |
| Conservest Capital Advisors, Inc. | 0001705716 | Oct 29, 2024 | 109 | $975.5M |
| Townsend & Associates, Inc | 0001729359 | Nov 1, 2024 | 103 | $974.4M |
| Hackensack Meridian Health, Inc. | 0001851813 | Nov 12, 2024 | 6 | $973.9M |
| Zuckerman Investment Group, LLC | 0001423296 | Nov 13, 2024 | 145 | $973.1M |
| Oriental Harbor Investment Master Fund | 0002046333 | Dec 3, 2024 | 11 | $968.8M |
| Water Island Capital LLC | 0001222765 | Nov 14, 2024 | 68 | $968.1M |
| Estate Counselors, LLC | 0001559832 | Nov 12, 2024 | 108 | $965.2M |
| Quantum Capital Management, LLC / NJ | 0001513125 | Nov 13, 2024 | 32 | $964.6M |