| TCG Crossover Management, LLC | 0001839948 | May 14, 2025 | 38 | $733.1M |
| Mechanics Bank Trust Department | 0001439743 | Apr 9, 2025 | 217 | $732.8M |
| Caliber Wealth Management, LLC / KS | 0002067120 | May 7, 2025 | 254 | $732.8M |
| Invst, LLC | 0001867587 | Jun 3, 2025 | 271 | $732.5M |
| Forest Avenue Capital Management LP | 0001944889 | May 14, 2025 | 15 | $732.2M |
| Everhart Financial Group, Inc. | 0001852858 | Apr 16, 2025 | 328 | $731.3M |
| Arbor Investment Advisors, LLC | 0001590073 | Apr 25, 2025 | 113 | $731.2M |
| Vancity Investment Management Ltd | 0001846311 | May 16, 2025 | 73 | $729.5M |
| Adams Asset Advisors, LLC | 0001386929 | Apr 21, 2025 | 77 | $729.5M |
| Mainstay Capital Management LLC | 0001127612 | May 5, 2025 | 108 | $729.5M |
| Hill Investment Group Partners, LLC | 0001979028 | May 14, 2025 | 50 | $728.2M |
| ShawSpring Partners LLC | 0001766908 | May 15, 2025 | 10 | $727.7M |
| CPC Advisors, LLC | 0001805250 | Apr 22, 2025 | 182 | $726.5M |
| AWM Investment Company, Inc. | 0001535264 | May 15, 2025 | 95 | $726.0M |
| Teamwork Financial Advisors, LLC | 0001629931 | Apr 10, 2025 | 155 | $725.8M |
| Cynosure Group, LLC | 0001763409 | May 12, 2025 | 375 | $725.7M |
| Iron Gate Global Advisors LLC | 0001131181 | May 27, 2025 | 92 | $725.3M |
| Portman Square Capital LLP | 0001966898 | May 2, 2025 | 56 | $724.6M |
| Navellier & Associates Inc. | 0000872163 | May 6, 2025 | 299 | $724.0M |
| CVC Management Holdings II Ltd. | 0002023131 | May 15, 2025 | 3 | $723.8M |
| Central Pacific Bank - Trust Division | 0002020066 | Apr 3, 2025 | 846 | $722.8M |
| Red Cedar Investment Management, LLC | 0001734398 | Apr 25, 2025 | 80 | $722.8M |
| Moisand Fitzgerald Tamayo, LLC | 0001649107 | Apr 22, 2025 | 588 | $722.7M |
| Managed Asset Portfolios, LLC | 0001600999 | May 12, 2025 | 50 | $721.8M |
| Coppell Advisory Solutions LLC | 0001848433 | May 16, 2025 | 334 | $721.3M |
| Great Waters Wealth Management | 0001964535 | Apr 14, 2025 | 103 | $720.8M |
| Sendero Wealth Management, LLC | 0001639375 | Apr 10, 2025 | 186 | $720.6M |
| Minneapolis Portfolio Management Group, LLC | 0001317253 | Apr 29, 2025 | 29 | $720.0M |
| Inspirion Wealth Advisors, LLC | 0001633448 | Apr 9, 2025 | 158 | $719.9M |
| Fractal Investments LLC | 0001843590 | May 6, 2025 | 73 | $719.6M |
| River Wealth Advisors LLC | 0001642570 | May 14, 2025 | 197 | $719.5M |
| Cypress Funds LLC | 0001081198 | Jul 15, 2026 | 15 | $719.2M |
| Symmetry Partners, LLC | 0001697493 | Apr 23, 2025 | 135 | $719.1M |
| Atlas Private Wealth Advisors | 0001814234 | Apr 17, 2025 | 184 | $717.4M |
| JLB & Associates Inc. | 0001085227 | Apr 17, 2025 | 75 | $717.1M |
| Stillwater Capital Advisors, LLC | 0001482970 | Apr 17, 2025 | 69 | $716.7M |
| Souders Financial Advisors | 0001811240 | May 5, 2025 | 184 | $716.3M |
| Oak Harvest Investment Services | 0001839430 | May 14, 2025 | 144 | $715.9M |
| Clean Energy Transition LLP | 0001911523 | May 12, 2025 | 12 | $714.8M |
| Primavera Capital Management Ltd | 0001686305 | May 13, 2025 | 3 | $714.6M |
| WoodTrust Financial Corp | 0001725247 | Apr 23, 2025 | 163 | $713.9M |
| NWF Advisory Services Inc. | 0002045735 | Aug 12, 2025 | 356 | $711.9M |
| Nitorum Capital, L.P. | 0001630243 | May 15, 2025 | 28 | $711.7M |
| Keystone Investors Pte Ltd. | 0001926253 | May 12, 2025 | 51 | $711.7M |
| Crewe Advisors LLC | 0001730033 | Apr 23, 2025 | 716 | $711.6M |
| Resources Management Corp. /CT/ | 0000749044 | May 16, 2025 | 428 | $711.1M |
| Paradigm Operations LP | 0001911136 | May 15, 2025 | 1 | $711.0M |
| Aviance Capital Partners, LLC | 0001542383 | Apr 29, 2025 | 336 | $710.8M |
| City Holding Co. | 0000726854 | Apr 14, 2025 | 609 | $709.9M |
| WealthPLAN Partners, LLC | 0001639943 | May 12, 2025 | 245 | $709.4M |
| Foresight Group Ltd Liability Partnership | 0001943441 | May 28, 2025 | 62 | $709.4M |
| Biglari Capital Corp. | 0001334429 | May 15, 2025 | 13 | $709.0M |
| EnCap Energy Capital Fund XI, L.P. | 0001693946 | May 28, 2025 | 2 | $708.7M |
| Novem Group | 0001926783 | Apr 28, 2025 | 354 | $708.3M |
| Fieldview Capital Management, LLC | 0002040221 | May 15, 2025 | 390 | $707.5M |
| ARS Wealth Advisors Group, LLC | 0001886707 | Apr 14, 2025 | 160 | $707.4M |
| Massachusetts Institute of Technology | 0000351051 | May 14, 2025 | 6 | $707.2M |
| Lansdowne Partners (uk) LLP | 0001608485 | May 14, 2025 | 20 | $706.1M |
| Sycomore Asset Management | 0001728681 | May 14, 2025 | 73 | $704.6M |
| Biondo Investment Advisors, LLC | 0001455176 | May 14, 2025 | 85 | $704.5M |
| MIdWestOne Financial Group, Inc. | 0001412665 | May 15, 2025 | 280 | $704.1M |
| RDST Capital LLC | 0001912187 | May 15, 2025 | 16 | $703.4M |
| HBW Advisory Services LLC | 0001790525 | Apr 9, 2025 | 386 | $703.4M |
| Bedrijfstakpensioenfonds Voor DE Media Pno | 0001274196 | Apr 16, 2025 | 40 | $703.2M |
| Mosaic Family Wealth Partners, LLC | 0001965241 | May 2, 2025 | 213 | $702.8M |
| Scarborough Advisors, LLC | 0001815355 | May 15, 2025 | 118 | $702.1M |
| a16z Capital Management, L.L.C. | 0001540358 | May 15, 2025 | 13 | $700.9M |
| Coastal Bridge Advisors, LLC | 0001665976 | Aug 25, 2025 | 168 | $699.6M |
| Sharkey, Howes & Javer | 0001642246 | Apr 30, 2025 | 149 | $699.0M |
| Wilkins Investment Counsel Inc. | 0001276853 | May 6, 2025 | 125 | $698.1M |
| Counterpoint Mutual Funds LLC | 0001698461 | Feb 12, 2026 | 279 | $698.0M |
| Onyx Bridge Wealth Group LLC | 0001819476 | Apr 29, 2025 | 293 | $697.2M |
| Bedel Financial Consulting, Inc. | 0001730511 | May 7, 2025 | 260 | $697.0M |
| Canyon Capital Advisors LLC | 0001074034 | May 15, 2025 | 14 | $696.1M |
| Leo Wealth, LLC | 0001912202 | May 2, 2025 | 269 | $695.7M |
| Provenance Wealth Advisors, LLC | 0002081584 | Aug 15, 2025 | 540 | $695.4M |
| Private Wealth Asset Management, LLC | 0001883006 | May 15, 2025 | 1,180 | $695.4M |
| Per Stirling Capital Management, LLC. | 0001689933 | May 14, 2025 | 257 | $695.3M |
| Parr McKnight Wealth Management Group, LLC | 0002026926 | Apr 30, 2025 | 227 | $695.1M |
| Wallington Asset Management, LLC | 0001426754 | May 9, 2025 | 93 | $694.5M |
| Vision Capital Management, Inc. | 0001417889 | Apr 30, 2025 | 135 | $693.8M |
| Viking Fund Management LLC | 0001169069 | Apr 10, 2025 | 140 | $693.6M |
| Gryphon Financial Partners LLC | 0001729094 | May 12, 2025 | 276 | $693.6M |
| Claret Asset Management Corp | 0001735513 | May 13, 2025 | 302 | $693.1M |
| Baker Ellis Asset Management LLC | 0001365559 | Apr 15, 2025 | 221 | $693.0M |
| Flaharty Asset Management, LLC | 0001697882 | May 20, 2025 | 508 | $693.0M |
| Skylands Capital, LLC | 0001299910 | Apr 25, 2025 | 153 | $692.7M |
| Scopia Capital Management LP | 0001279150 | May 15, 2025 | 22 | $692.5M |
| Greenline Partners, LLC | 0001697323 | May 15, 2025 | 585 | $692.1M |
| DLD Asset Management, LP | 0001578299 | May 29, 2025 | 80 | $691.5M |
| Revolve Wealth Partners, LLC | 0001808992 | Apr 14, 2025 | 225 | $691.4M |
| Dynamic Technology Lab Private Ltd | 0001535387 | May 16, 2025 | 953 | $690.9M |
| Southernsun Asset Management, LLC | 0001089755 | May 14, 2025 | 30 | $690.8M |
| St. Louis Trust Co | 0001661144 | May 5, 2025 | 120 | $690.3M |
| Genus Capital Management Inc. | 0001532385 | Apr 30, 2025 | 182 | $689.6M |
| Gilbert & Cook, Inc. | 0001675762 | May 6, 2025 | 203 | $689.6M |
| Bank Hapoalim BM | 0000902528 | Apr 30, 2025 | 124 | $689.5M |
| Prescott Group Capital Management, L.L.C. | 0001166152 | May 7, 2025 | 249 | $689.4M |
| American Financial Advisors, LLC | 0001767898 | May 1, 2025 | 147 | $689.3M |
| Quadcap Wealth Management, LLC | 0002009674 | May 14, 2025 | 369 | $689.3M |