| Spartan Wealth Advisory Services LLC | 0002075193 | May 6, 2026 | 310 | $1.1B |
| Wescott Financial Advisory Group, LLC | 0001864880 | May 12, 2026 | 192 | $1.1B |
| GAM Holding AG | 0001438848 | Aug 13, 2026 | 276 | $1.1B |
| Northside Capital Management, LLC | 0001631052 | Apr 10, 2026 | 193 | $1.1B |
| Pale Fire Capital SE | 0001922318 | May 14, 2026 | 60 | $1.1B |
| Arlington Trust Co LLC | 0001997685 | Apr 8, 2026 | 844 | $1.1B |
| Rossmore Private Capital | 0001733082 | May 1, 2026 | 329 | $1.1B |
| SP Asset Management LLC | 0001962086 | May 7, 2026 | 119 | $1.1B |
| Hook Mill Capital Partners, LP | 0001943395 | May 15, 2026 | 39 | $1.1B |
| Oriental Harbor Investment Master Fund | 0002046333 | Apr 28, 2026 | 12 | $1.1B |
| 140 Summer Partners LP | 0001820788 | May 14, 2026 | 20 | $1.1B |
| Park West Asset Management LLC | 0001386928 | May 15, 2026 | 48 | $1.1B |
| American Trust | 0001905128 | May 1, 2026 | 313 | $1.1B |
| Indivisible Partners | 0002098400 | Apr 30, 2026 | 482 | $1.1B |
| LRI Investments, LLC | 0002023325 | Apr 30, 2026 | 1,415 | $1.1B |
| Fort Baker Capital Management LP | 0001688382 | May 15, 2026 | 115 | $1.1B |
| Parkwood LLC | 0001597823 | May 15, 2026 | 85 | $1.1B |
| Dark Forest Capital Management LP | 0001853322 | May 15, 2026 | 766 | $1.1B |
| First Business Financial Services, Inc. | 0001521951 | May 1, 2026 | 192 | $1.1B |
| Woodstock Corp. | 0001008877 | Apr 8, 2026 | 156 | $1.1B |
| Estate Counselors, LLC | 0001559832 | May 15, 2026 | 97 | $1.1B |
| Wealth Architects, LLC | 0001611518 | May 15, 2026 | 244 | $1.1B |
| Fishman Jay A Ltd. | 0001006407 | Apr 29, 2026 | 76 | $1.1B |
| Salomon & Ludwin, LLC | 0001766156 | May 11, 2026 | 2,097 | $1.1B |
| Private Trust Co. NA | 0001277557 | Apr 30, 2026 | 2,607 | $1.1B |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0000885415 | Apr 23, 2026 | 175 | $1.1B |
| Caldwell Trust Co | 0002080218 | Apr 22, 2026 | 784 | $1.1B |
| Canandaigua National Corp. | 0000759458 | Apr 8, 2026 | 310 | $1.1B |
| Waratah Capital Advisors Ltd. | 0001539919 | May 11, 2026 | 98 | $1.1B |
| Advyzon Investment Management, LLC | 0002011872 | May 12, 2026 | 675 | $1.1B |
| First Light Asset Management, LLC | 0001600004 | May 15, 2026 | 35 | $1.1B |
| Certified Advisory Corp | 0001731732 | Apr 17, 2026 | 318 | $1.1B |
| Verus Financial Partners, Inc. | 0001481714 | Apr 21, 2026 | 121 | $1.1B |
| North of South Capital LLP | 0002033334 | Apr 20, 2026 | 29 | $1.1B |
| Rockbridge Investment Management, LCC | 0001821984 | May 14, 2026 | 137 | $1.1B |
| TD Capital Management LLC | 0001483824 | May 11, 2026 | 853 | $1.1B |
| Emerald Investment Advisers, LLC | 0002127823 | May 11, 2026 | 251 | $1.1B |
| RKL Wealth Management LLC | 0001604723 | Apr 24, 2026 | 179 | $1.1B |
| Jackson Thornton Wealth Management, LLC | 0001903880 | Apr 29, 2026 | 286 | $1.1B |
| Allen Capital Group, LLC | 0001601384 | May 27, 2026 | 282 | $1.1B |
| J. L. Bainbridge & Co., Inc. | 0001742315 | Apr 22, 2026 | 103 | $1.1B |
| Bain Capital Life Sciences Investors, LLC | 0001703031 | May 15, 2026 | 20 | $1.1B |
| Rothschild Wealth LLC | 0001811345 | May 6, 2026 | 596 | $1.1B |
| Ycg, LLC | 0001584801 | May 14, 2026 | 42 | $1.1B |
| Awm Capital, LLC | 0001806820 | May 12, 2026 | 113 | $1.1B |
| Conservest Capital Advisors, Inc. | 0001705716 | May 4, 2026 | 127 | $1.1B |
| Formuepleje A/S | 0001801212 | Aug 27, 2026 | 65 | $1.1B |
| Irenic Capital Management LP | 0001929389 | May 18, 2026 | 41 | $1.1B |
| DV Trading LLC | 0001721757 | May 15, 2026 | 324 | $1.1B |
| Hilltop Holdings Inc. | 0001265131 | May 14, 2026 | 634 | $1.1B |
| Pinkerton Wealth, LLC | 0001536446 | Apr 9, 2026 | 138 | $1.1B |
| Legato Capital Management LLC | 0001442641 | May 14, 2026 | 726 | $1.1B |
| Delta Asset Management LLC | 0000860857 | May 11, 2026 | 596 | $1.1B |
| Consolidated Portfolio Review Corp | 0001972835 | Apr 27, 2026 | 34 | $1.1B |
| Abacus Wealth Partners, LLC | 0001978011 | Apr 24, 2026 | 504 | $1.1B |
| Khrom Capital Management LLC | 0001877963 | May 15, 2026 | 14 | $1.1B |
| Elequin Capital, LP | 0001810873 | May 11, 2026 | 620 | $1.1B |
| Petersen Hastings Wealth Advisors Inc. | 0002109614 | Apr 24, 2026 | 81 | $1.1B |
| Corebridge Financial, Inc. | 0001889539 | May 14, 2026 | 3 | $1.1B |
| Matrix Asset Advisors Inc. | 0001016287 | Apr 22, 2026 | 105 | $1.1B |
| MMBG Investment Advisors Co. | 0001765876 | Apr 30, 2026 | 172 | $1.1B |
| Pitcairn Wealth Advisors LLC | 0002089089 | May 13, 2026 | 271 | $1.1B |
| Sora Investors LLC | 0001894532 | May 15, 2026 | 77 | $1.1B |
| Atalan Capital Partners, LP | 0001662906 | May 15, 2026 | 10 | $1.1B |
| Heron Bay Capital Management | 0001842149 | May 13, 2026 | 78 | $1.1B |
| Connors Investor Services Inc. | 0000884548 | May 15, 2026 | 149 | $1.1B |
| Electrum Group LLC | 0001565641 | May 12, 2026 | 8 | $1.1B |
| Telemark Asset Management, LLC | 0001420816 | May 12, 2026 | 53 | $1.1B |
| Mint Tower Capital Management B.V. | 0001666606 | May 4, 2026 | 331 | $1.1B |
| First Nebraska Trust Co | 0002134841 | Jun 1, 2026 | 218 | $1.1B |
| Motco | 0001306333 | Apr 22, 2026 | 598 | $1.1B |
| 683 Capital Management, LLC | 0001404574 | May 15, 2026 | 208 | $1.1B |
| Ibex Wealth Advisors | 0001686242 | Apr 30, 2026 | 203 | $1.1B |
| SIR Capital Management, L.P. | 0001434997 | May 15, 2026 | 88 | $1.1B |
| Trust Co | 0001632554 | Apr 13, 2026 | 907 | $1.1B |
| Zuckerman Investment Group, LLC | 0001423296 | May 15, 2026 | 135 | $1.1B |
| E20 Capital Ltd | 0002127793 | May 20, 2026 | 22 | $1.1B |
| Infrastructure Capital Advisors, LLC | 0001621802 | May 15, 2026 | 144 | $1.1B |
| Laurion Capital Management LP | 0001390202 | May 14, 2026 | 189 | $1.1B |
| Clark Asset Management, LLC | 0002062026 | Apr 16, 2026 | 267 | $1.1B |
| BlueCrest Capital Management Ltd | 0001610880 | May 15, 2026 | 184 | $1.1B |
| LVM Capital Management Ltd. | 0001053054 | Apr 2, 2026 | 160 | $1.1B |
| Hackensack Meridian Health, Inc. | 0001851813 | May 14, 2026 | 7 | $1.1B |
| Webster Bank, N. A. | 0001105837 | Apr 17, 2026 | 682 | $1.1B |
| Cornerstone Advisory, LLC | 0001668189 | May 4, 2026 | 258 | $1.1B |
| Kintegral Advisory, LLC | 0001569518 | May 14, 2026 | 233 | $1.1B |
| Monograph Wealth Advisors, LLC | 0001776588 | May 13, 2026 | 144 | $1.1B |
| Bfsg, LLC | 0001706836 | Apr 29, 2026 | 747 | $1.1B |
| Shepherd Financial Partners LLC | 0001696628 | May 11, 2026 | 240 | $1.1B |
| Trust Co. of Toledo NA | 0001008937 | Apr 15, 2026 | 858 | $1.1B |
| Syntegra Private Wealth Group, LLC | 0001964298 | Apr 27, 2026 | 189 | $1.1B |
| HORAN Wealth, LLC | 0002072569 | May 8, 2026 | 196 | $1.1B |
| L2 Asset Management, LLC | 0001686988 | May 15, 2026 | 397 | $1.1B |
| Spirepoint Private Client, LLC | 0002022908 | Apr 22, 2026 | 322 | $1.1B |
| Nemes Rush Group LLC | 0001982273 | Apr 21, 2026 | 936 | $1.1B |
| Moody National Bank Trust Division | 0001092903 | Apr 9, 2026 | 501 | $1.1B |
| Compass Ion Advisors, LLC | 0001621100 | Apr 13, 2026 | 279 | $1.0B |
| TRUE Private Wealth Advisors | 0001667074 | May 15, 2026 | 266 | $1.0B |
| Asset Advisors Investment Management, LLC | 0001756695 | Apr 16, 2026 | 106 | $1.0B |
| Apriem Advisors | 0001425165 | May 15, 2026 | 186 | $1.0B |