| Nicola Wealth Management LTD. | 0001734493 | Jun 6, 2025 | 111 | $1.0B |
| Cable Hill Partners, LLC | 0001674581 | May 2, 2025 | 217 | $1.0B |
| Signal Advisors Wealth, LLC | 0002010926 | Apr 11, 2025 | 430 | $1.0B |
| CGN Advisors LLC | 0001841506 | Apr 10, 2025 | 289 | $1.0B |
| Parkwood LLC | 0001597823 | May 15, 2025 | 79 | $1.0B |
| Rivulet Capital, LLC | 0001566691 | May 15, 2025 | 13 | $1.0B |
| Brandywine Oak Private Wealth LLC | 0001764694 | May 7, 2025 | 223 | $1.0B |
| Godsey & Gibb, Inc. | 0000887402 | Apr 11, 2025 | 390 | $1.0B |
| Fiduciary Alliance LLC | 0001954805 | Apr 9, 2025 | 385 | $1.0B |
| First Business Financial Services, Inc. | 0001521951 | May 2, 2025 | 170 | $1.0B |
| WealthPlan Investment Management, LLC | 0001929986 | May 12, 2025 | 268 | $1.0B |
| First Nebraska Trust Co | 0002134841 | Jun 10, 2026 | 190 | $1.0B |
| Woodstock Corp. | 0001008877 | Apr 9, 2025 | 153 | $1.0B |
| Intrust Bank NA | 0001034771 | May 9, 2025 | 378 | $1.0B |
| Ledyard National Bank | 0001310658 | Apr 23, 2025 | 213 | $1.0B |
| Heritage Financial Services, LLC | 0001752035 | May 14, 2025 | 120 | $1.0B |
| Hudson Way Capital Management LLC | 0001697597 | May 15, 2025 | 16 | $1.0B |
| Nicolet Advisory Services, LLC | 0001775863 | May 8, 2025 | 380 | $1.0B |
| Connors Investor Services Inc. | 0000884548 | May 12, 2025 | 158 | $1.0B |
| CoreView Capital Management Ltd | 0001842785 | May 15, 2025 | 11 | $1.0B |
| Canandaigua National Bank & Trust Co. | 0001074266 | Apr 25, 2025 | 304 | $1.0B |
| Stadion Money Management, LLC | 0001321220 | May 15, 2025 | 22 | $1.0B |
| Wellesley Asset Management | 0001533551 | May 2, 2025 | 61 | $1.0B |
| Hodges Capital Management Inc. | 0001337263 | Jun 2, 2025 | 207 | $1.0B |
| Wendell David Associates Inc. | 0000878228 | Apr 18, 2025 | 151 | $1.0B |
| Gemmer Asset Management LLC | 0001607825 | Apr 14, 2025 | 156 | $1.0B |
| Pictet North America Advisors SA | 0001599576 | Apr 28, 2025 | 140 | $1.0B |
| Cozad Asset Management Inc. | 0000709428 | May 8, 2025 | 384 | $1.0B |
| Verus Capital Partners, LLC | 0001796874 | Jul 9, 2026 | 374 | $1.0B |
| One Day In July LLC | 0001823172 | Apr 29, 2025 | 135 | $998.9M |
| Washington Trust Bank | 0000861787 | Apr 30, 2025 | 202 | $998.3M |
| Fiduciary Group, LLC | 0001645890 | Apr 28, 2025 | 272 | $998.0M |
| Concentric Capital Strategies, LP | 0001851869 | May 15, 2025 | 151 | $997.5M |
| AltraVue Capital, LLC | 0001740837 | May 13, 2025 | 27 | $996.8M |
| SlateStone Wealth, LLC | 0001764049 | May 8, 2025 | 288 | $996.3M |
| SG Capital Management LLC | 0001510099 | May 15, 2025 | 51 | $994.6M |
| Savvy Advisors, Inc. | 0002003633 | May 12, 2025 | 518 | $994.4M |
| AlphaStar Capital Management, LLC | 0001633857 | Apr 30, 2025 | 184 | $993.7M |
| Kintegral Advisory, LLC | 0001569518 | Jul 21, 2025 | 238 | $992.1M |
| Prelude Capital Management, LLC | 0001387508 | May 15, 2025 | 1,053 | $991.6M |
| Summit Financial Strategies, Inc. | 0001625246 | May 12, 2025 | 148 | $991.5M |
| Clearline Capital LP | 0001600136 | May 16, 2025 | 115 | $990.9M |
| Rational Advisors, Inc. | 0001143565 | May 1, 2025 | 115 | $990.9M |
| Clearlake Capital Group, L.P. | 0001688282 | May 15, 2025 | 6 | $990.7M |
| QV Investors Inc. | 0001570253 | Apr 9, 2025 | 65 | $990.4M |
| Arnhold LLC | 0001733755 | May 14, 2025 | 115 | $990.0M |
| Baader Bank Aktiengesellschaft | 0001542629 | May 8, 2025 | 375 | $989.8M |
| Texas Capital Bank Wealth Management Services Inc | 0001802655 | May 14, 2025 | 208 | $989.7M |
| Liberty One Investment Management, LLC | 0001807328 | Apr 30, 2025 | 146 | $988.3M |
| Trinity Street Asset Management LLP | 0001592579 | Apr 10, 2025 | 16 | $988.0M |
| Retirement Investment Advisors, Inc. | 0001957886 | May 13, 2025 | 60 | $987.7M |
| TD Capital Management LLC | 0001483824 | May 14, 2025 | 697 | $987.4M |
| MBL Wealth, LLC | 0001845785 | May 21, 2025 | 224 | $986.9M |
| Capital Investment Services of America, Inc. | 0000811360 | Apr 16, 2025 | 77 | $986.8M |
| Taurus Asset Management, LLC | 0001317209 | May 13, 2025 | 87 | $986.2M |
| Wealthcare Capital Management LLC | 0001516450 | Apr 15, 2025 | 89 | $986.0M |
| FORA Capital, LLC | 0001742435 | May 14, 2025 | 484 | $986.0M |
| 683 Capital Management, LLC | 0001404574 | May 15, 2025 | 119 | $985.8M |
| Context Capital Management, LLC | 0001301396 | May 5, 2025 | 208 | $984.5M |
| Shenkman Capital Management Inc. | 0001275228 | May 14, 2025 | 126 | $983.7M |
| Keystone Financial Group | 0001729299 | May 13, 2025 | 395 | $983.7M |
| J. L. Bainbridge & Co., Inc. | 0001742315 | Apr 24, 2025 | 97 | $983.5M |
| Kwmg, LLC | 0001633024 | Apr 9, 2025 | 143 | $982.7M |
| Technology Crossover Management XI, Ltd. | 0001977402 | May 9, 2025 | 3 | $981.6M |
| Rockwood Wealth Management, LLC | 0001983670 | Apr 14, 2025 | 97 | $981.2M |
| Bluespring Wealth Management, LLC | 0001557485 | May 5, 2025 | 189 | $981.0M |
| Transamerica Financial Advisors, LLC | 0001502149 | May 14, 2025 | 579 | $980.4M |
| Bramshill Investments, LLC | 0001619899 | May 15, 2025 | 136 | $979.6M |
| HG Vora Capital Management, LLC | 0001525362 | May 15, 2025 | 13 | $978.5M |
| Teewinot Capital Advisers, L.L.C. | 0001574886 | May 15, 2025 | 41 | $978.3M |
| Regal Partners Ltd | 0001577774 | May 13, 2025 | 50 | $976.4M |
| Ribbit Management Company, LLC | 0001836733 | May 15, 2025 | 11 | $975.3M |
| Ardmore Road Asset Management LP | 0001835730 | May 15, 2025 | 38 | $975.2M |
| Palisade Asset Management, LLC | 0001434323 | Apr 23, 2025 | 192 | $973.6M |
| Private Trust Co. NA | 0001277557 | Apr 28, 2025 | 2,469 | $971.8M |
| Legacy Advisors, LLC | 0001720969 | Apr 23, 2025 | 432 | $971.6M |
| Gladstone Capital Management LLP | 0001353394 | May 13, 2025 | 24 | $971.2M |
| Sone Capital Management, LLC | 0002026215 | May 15, 2025 | 104 | $971.2M |
| Radcliffe Capital Management, L.P. | 0001218275 | May 15, 2025 | 42 | $970.9M |
| Schwerin Boyle Capital Management Inc. | 0000937522 | May 14, 2025 | 53 | $970.1M |
| Abdiel Capital Advisors, LP | 0001578684 | May 15, 2025 | 7 | $970.1M |
| Insigneo Advisory Services, LLC | 0001964958 | Apr 18, 2025 | 634 | $969.3M |
| First Heartland Consultants, Inc. | 0001428793 | May 7, 2025 | 439 | $969.0M |
| Makena Capital Management LLC | 0001359262 | May 13, 2025 | 25 | $968.7M |
| Guardian Partners Inc. | 0001884799 | May 16, 2025 | 169 | $967.6M |
| Quantum Capital Management, LLC / NJ | 0001513125 | May 14, 2025 | 33 | $967.1M |
| Bath Savings Trust Co | 0001384943 | Apr 7, 2025 | 161 | $966.8M |
| FJ Capital Management LLC | 0001599170 | May 15, 2025 | 111 | $966.2M |
| Moneco Advisors, LLC | 0001765690 | Aug 15, 2025 | 454 | $965.8M |
| Estate Counselors, LLC | 0001559832 | May 14, 2025 | 91 | $964.7M |
| Clear Creek Financial Management, LLC | 0001784235 | Apr 28, 2025 | 519 | $964.7M |
| JNBA Financial Advisors | 0001569118 | Apr 25, 2025 | 647 | $964.6M |
| Wescott Financial Advisory Group, LLC | 0001864880 | May 14, 2025 | 172 | $964.6M |
| Kopernik Global Investors, LLC | 0001599814 | May 14, 2025 | 24 | $964.4M |
| Amplius Wealth Advisors, LLC | 0001900584 | Apr 10, 2025 | 183 | $961.5M |
| GRS Advisors, LLC | 0001544554 | May 15, 2025 | 32 | $961.1M |
| Allen Holding Inc. | 0000919489 | May 7, 2025 | 14 | $961.1M |
| Tortoise Investment Management, LLC | 0001599511 | Aug 7, 2025 | 816 | $960.2M |
| Nicholas Investment Partners, LP | 0001389574 | May 15, 2025 | 192 | $960.2M |
| Crescent Grove Advisors, LLC | 0001713520 | Apr 24, 2025 | 263 | $959.8M |