| Trail Ridge Investment Advisors, LLC | 0001911013 | Aug 5, 2025 | 104 | $208.0M |
| DCF Advisers, LLC | 0001802493 | Aug 12, 2025 | 75 | $208.0M |
| Bull Street Advisors, LLC | 0001790837 | Jul 25, 2025 | 89 | $208.0M |
| Marshall & Sullivan Inc. | 0000820123 | Jul 11, 2025 | 119 | $208.1M |
| MTC Wealth Management LLC | 0001821455 | Jul 30, 2025 | 13 | $208.1M |
| Shore Point Advisors, LLC | 0001907092 | Jul 9, 2025 | 70 | $208.2M |
| Hamilton Capital Partners, LLC | 0002037578 | Jul 17, 2025 | 22 | $208.2M |
| Continuum Wealth Advisors, LLC | 0001966482 | Aug 5, 2025 | 62 | $208.2M |
| Ayrshire Capital Management LLC | 0001801563 | Jul 10, 2025 | 47 | $208.3M |
| Aerodigm Wealth, LLC | 0001927705 | Jul 28, 2025 | 78 | $208.3M |
| Moser Wealth Advisors, LLC | 0001803081 | Jul 31, 2025 | 200 | $208.3M |
| Emprise Bank | 0002018815 | Jul 9, 2025 | 101 | $208.3M |
| Roubaix Capital, LLC | 0001769700 | Aug 13, 2025 | 51 | $208.4M |
| New Vernon Capital Holdings II LLC | 0001512538 | Aug 14, 2025 | 68 | $208.4M |
| Ardent Capital Management, Inc. | 0001888792 | Jul 30, 2025 | 43 | $208.5M |
| Integrated Capital Management, LLC | 0002040070 | Jul 22, 2025 | 60 | $208.5M |
| Aristotle Pacific Capital, LLC | 0001844577 | Aug 14, 2025 | 6 | $208.5M |
| Optimist Retirement Group LLC | 0002011850 | Aug 15, 2025 | 117 | $208.6M |
| Greykasell Wealth Strategies, Inc. | 0002041220 | Aug 11, 2025 | 311 | $208.7M |
| Melia Wealth LLC | 0001964047 | Jul 28, 2025 | 21 | $208.8M |
| Altus Wealth Management, LLC | 0001802107 | Jul 17, 2025 | 30 | $208.9M |
| Mitchell Sinkler & Starr | 0001048921 | Jul 25, 2025 | 144 | $208.9M |
| Burrus Financial Services, Inc. | 0001573947 | Sep 24, 2025 | 10 | $209.0M |
| Alpine Investment Management Ltd | 0001964631 | Aug 13, 2025 | 5 | $209.0M |
| Napa Wealth Management | 0001602844 | Aug 14, 2025 | 132 | $209.1M |
| TradeWell Securities, LLC. | 0002066232 | Sep 25, 2025 | 46 | $209.1M |
| Postrock Partners LLC | 0002053668 | Jul 15, 2025 | 82 | $209.1M |
| Ariadne Wealth Management, LP | 0002034793 | Aug 14, 2025 | 230 | $209.2M |
| Sellwood Investment Partners LLC | 0001763958 | Jul 14, 2025 | 49 | $209.3M |
| Verity Asset Management, Inc. | 0001597298 | Aug 5, 2025 | 201 | $209.4M |
| Vermillion Wealth Management, Inc. | 0001737012 | Jul 17, 2025 | 532 | $209.5M |
| Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) | 0002139779 | Jun 10, 2026 | 1 | $209.5M |
| Trust Co of Kansas | 0001803988 | Jul 21, 2025 | 57 | $209.6M |
| Quantum Portfolio Management LLC | 0002003672 | Aug 13, 2025 | 232 | $209.6M |
| Chicago Wealth Management, Inc. | 0001592178 | Aug 14, 2025 | 48 | $209.8M |
| StoneCrest Wealth Management, Inc. | 0002008409 | Jul 15, 2025 | 71 | $209.9M |
| FMB Wealth Management | 0002040224 | Jul 18, 2025 | 84 | $210.0M |
| Mount Lucas Management LP | 0001185072 | Aug 11, 2025 | 156 | $210.1M |
| SGL Investment Advisors, Inc. | 0002043186 | Jul 23, 2025 | 120 | $210.2M |
| Eagle Bluffs Wealth Management LLC | 0001906547 | Jul 17, 2025 | 74 | $210.2M |
| Mid-American Wealth Advisory Group, Inc. | 0001911264 | Jul 30, 2025 | 341 | $210.2M |
| Richards, Merrill & Peterson, Inc. | 0000090108 | Jul 31, 2025 | 200 | $210.3M |
| FACT Capital, LP | 0001964400 | Aug 14, 2025 | 17 | $210.4M |
| Littlejohn & Co. LLC | 0001042537 | Aug 13, 2025 | 10 | $210.4M |
| Leicht Financial Planning & Wealth Management, Inc. | 0001710666 | Aug 8, 2025 | 15 | $210.5M |
| New England Research & Management, Inc. | 0001596077 | Jul 9, 2025 | 147 | $210.5M |
| Creekside Partners | 0002035951 | Jul 29, 2025 | 171 | $210.6M |
| Legacy Bridge, LLC | 0001689144 | Aug 6, 2025 | 303 | $210.7M |
| Meros Investment Management, LP | 0001911372 | Aug 14, 2025 | 41 | $210.7M |
| Stash Investments, LLC | 0002008308 | Jul 21, 2025 | 5 | $210.8M |
| Onyx Financial Advisors, LLC | 0001957840 | Jul 21, 2025 | 17 | $210.9M |
| Ballentine Capital Advisors, Inc | 0002011580 | Sep 3, 2025 | 26 | $210.9M |
| IMPACTfolio, LLC | 0001896447 | Jul 10, 2025 | 34 | $210.9M |
| Wealth Quarterback LLC | 0001803386 | Aug 8, 2025 | 138 | $211.0M |
| CNB Bank | 0001732074 | Jul 31, 2025 | 503 | $211.0M |
| Insight 2811, Inc. | 0001334952 | Aug 11, 2025 | 87 | $211.2M |
| Family Office Research LLC | 0002041267 | Aug 14, 2025 | 67 | $211.5M |
| Crown Oak Advisors, LLC | 0002009273 | Jul 17, 2025 | 23 | $211.5M |
| Endeavor Private Wealth, Inc. | 0001906023 | Jul 24, 2025 | 134 | $211.5M |
| Atlatl Advisers LLC | 0002023168 | Jul 31, 2025 | 138 | $211.5M |
| Matisse Capital | 0001668256 | Jul 23, 2025 | 168 | $211.5M |
| Gables Capital Management Inc. | 0001740839 | Jul 30, 2025 | 443 | $211.6M |
| Guerra Advisors Inc | 0002055363 | Aug 12, 2025 | 72 | $211.6M |
| Capricorn Fund Managers Ltd | 0001901361 | Jul 22, 2025 | 54 | $211.6M |
| Aurelius Family Office LLC | 0002053738 | Jul 9, 2025 | 46 | $211.6M |
| Ironwood Wealth Management, Inc. | 0001844821 | Jul 16, 2025 | 22 | $211.7M |
| Security Benefit Life Insurance Co. | 0000869772 | Aug 7, 2025 | 19 | $211.8M |
| Proactive Wealth Strategies LLC | 0002043129 | Aug 13, 2025 | 135 | $211.8M |
| Alta Wealth Advisors LLC | 0001843826 | Jul 22, 2025 | 118 | $211.9M |
| JDM Financial Group LLC | 0001960212 | Aug 4, 2025 | 260 | $211.9M |
| DG Capital Management, LLC | 0001512716 | Aug 14, 2025 | 15 | $211.9M |
| Thiel Macro | 0001562087 | Aug 14, 2025 | 3 | $212.0M |
| Hahn Capital Management LLC | 0001171592 | Jul 21, 2025 | 28 | $212.1M |
| Militia Capital Partners, LP | 0001837496 | Aug 14, 2026 | 154 | $212.1M |
| Ransom Advisory, Ltd | 0002065136 | Jul 8, 2025 | 322 | $212.1M |
| Mayfair Advisory Group, LLC | 0001801926 | Aug 13, 2025 | 174 | $212.1M |
| Compass Capital Corp. /Ma/ | 0000749763 | Aug 11, 2025 | 176 | $212.2M |
| Second Half Financial Partners, LLC | 0001946654 | Jul 25, 2025 | 90 | $212.2M |
| Genesis Private Wealth, LLC | 0001965529 | Jul 17, 2025 | 155 | $212.2M |
| Blue Barn Wealth, LLC | 0001879206 | Aug 5, 2025 | 157 | $212.3M |
| Riverwater Partners LLC | 0001882572 | Aug 1, 2025 | 202 | $212.4M |
| Quantum Financial Planning Services, Inc. | 0002050169 | Jul 25, 2025 | 46 | $212.4M |
| Logan Stone Capital, LLC | 0001535521 | Aug 14, 2025 | 78 | $212.5M |
| Lewis Asset Management, LLC | 0002004520 | Jul 14, 2025 | 176 | $212.6M |
| FWG Holdings, LLC | 0001862067 | Aug 5, 2025 | 107 | $212.7M |
| Hillcrest Wealth Advisors - NY, LLC | 0001767121 | Jul 22, 2025 | 49 | $212.7M |
| Rubicon Founders LLC | 0002032489 | Aug 14, 2025 | 3 | $212.8M |
| Meridian Financial Partners LLC | 0001763722 | Aug 7, 2025 | 105 | $212.8M |
| Prosperitas Financial LLC | 0002001016 | Aug 12, 2025 | 59 | $212.8M |
| Granite Harbor Advisors, Inc. | 0001967456 | Jul 30, 2025 | 118 | $213.0M |
| Client First Capital LLC | 0001822065 | Aug 8, 2025 | 22 | $213.0M |
| 626 Financial, LLC | 0001911035 | Aug 4, 2025 | 113 | $213.0M |
| VPR Management LLC | 0001894203 | Aug 14, 2025 | 60 | $213.0M |
| One Wealth Capital Management, LLC | 0002050308 | Aug 6, 2025 | 110 | $213.0M |
| Cobalt Capital Management, Inc. | 0001086762 | Aug 14, 2025 | 26 | $213.1M |
| Harbor Island Capital LLC | 0001730580 | Aug 7, 2025 | 15 | $213.1M |
| AIGH Capital Management LLC | 0001835943 | Jul 29, 2025 | 34 | $213.1M |
| Moneywise, Inc. | 0001703080 | Jul 16, 2025 | 74 | $213.3M |
| Cherry Creek Investment Advisors, Inc. | 0001877829 | Aug 6, 2025 | 114 | $213.3M |
| Deseret Mutual Benefit Administrators | 0001789351 | Aug 4, 2025 | 499 | $213.3M |