| Norway Savings Bank | 0001692227 | Jul 8, 2026 | 104 | $238.5M |
| Clarity Capital Advisors, LLC | 0002011219 | Jul 13, 2026 | 95 | $238.5M |
| Victrix Investment Advisors | 0002055229 | Jul 8, 2026 | 75 | $238.5M |
| Carl P. Sherr & Co., LLC | 0001818535 | Aug 3, 2026 | 134 | $238.6M |
| Kapstone Financial Advisors LLC | 0001966087 | Aug 7, 2026 | 175 | $238.8M |
| Bright Financial Advisors, Inc. | 0002022456 | Aug 11, 2026 | 72 | $238.9M |
| Saraza Management, LP | 0001894188 | Aug 14, 2026 | 18 | $238.9M |
| Cna Financial Corp. | 0000021175 | Aug 14, 2026 | 18 | $239.0M |
| WealthCare Asset Management, LLC | 0002034181 | Jul 30, 2026 | 73 | $239.1M |
| Aull & Monroe Investment Management Corp | 0001387615 | Jul 20, 2026 | 126 | $239.2M |
| First Citizens Financial Corp | 0001800597 | Jul 7, 2026 | 139 | $239.2M |
| Visionary Horizons, LLC | 0002003615 | Jul 16, 2026 | 145 | $239.3M |
| Cerity Partners Retirement Plan Advisors LLC | 0002128338 | Aug 14, 2026 | 34 | $239.4M |
| Brown Financial Advisory | 0001843853 | Jul 28, 2026 | 49 | $239.4M |
| Southern Capital Advisors, LLC | 0001909249 | Jul 14, 2026 | 84 | $239.5M |
| GPM Growth Investors, Inc. | 0001799367 | Aug 7, 2026 | 43 | $239.5M |
| Wasserstein Management, L.P. | 0001751492 | Aug 14, 2026 | 5 | $239.6M |
| Cobblestone Asset Management LLC | 0001994512 | Jul 21, 2026 | 74 | $239.8M |
| Grand Wealth Management, LLC | 0001939443 | Aug 11, 2026 | 49 | $239.9M |
| Worth Financial Advisory Group, LLC | 0001964358 | Jul 31, 2026 | 202 | $240.0M |
| Mitchell Sinkler & Starr | 0001048921 | Jul 21, 2026 | 155 | $240.1M |
| Koesten, Hirschmann & Crabtree, INC. | 0001963421 | Jul 20, 2026 | 52 | $240.2M |
| Privium Fund Management (UK) Ltd | 0001845773 | Aug 7, 2026 | 29 | $240.4M |
| Ardent Capital Management, Inc. | 0001888792 | Jul 20, 2026 | 47 | $240.6M |
| Walser Wealth Management Company, A Ltd Liability Co | 0002112280 | Jul 24, 2026 | 215 | $240.7M |
| Avos Capital Management, LLC | 0001948622 | Aug 14, 2026 | 22 | $240.7M |
| Marshall Investment Management, LLC | 0002022427 | Aug 14, 2026 | 497 | $240.8M |
| Midwest Financial Partners Investments, Inc. | 0001968851 | Jul 15, 2026 | 80 | $240.8M |
| Plotkin Financial Advisors, LLC | 0001826394 | Aug 14, 2026 | 110 | $241.0M |
| Arwa LLC | 0002113621 | Jul 24, 2026 | 139 | $241.0M |
| Westhampton Capital, LLC | 0001639997 | Jul 14, 2026 | 131 | $241.0M |
| Financial Avengers, Inc. | 0001844393 | Aug 19, 2026 | 155 | $241.1M |
| Riverstone Advisors, LLC | 0001763404 | Aug 6, 2026 | 85 | $241.1M |
| Nia Impact Advisors, LLC | 0001815217 | Aug 3, 2026 | 72 | $241.4M |
| Alethea Capital Management, LLC | 0001549408 | Aug 14, 2026 | 41 | $241.4M |
| PACK Private Wealth, LLC | 0001907212 | Aug 12, 2026 | 61 | $241.5M |
| Curry Webb Wealth Management LLC | 0002060114 | Aug 13, 2026 | 67 | $241.5M |
| Peak Financial Advisors LLC | 0001843309 | Jul 17, 2026 | 78 | $241.5M |
| Innova Wealth Partners | 0001888831 | Jul 15, 2026 | 167 | $241.5M |
| Thayer Partners, LLC / MA | 0002010185 | Jul 31, 2026 | 100 | $241.6M |
| Arcus Capital Partners, LLC | 0001651960 | Aug 14, 2026 | 108 | $241.7M |
| Unconventional Investor, LLC | 0001910387 | Aug 18, 2026 | 49 | $241.8M |
| Sunesis Advisors, LLC | 0001748269 | Jul 10, 2026 | 61 | $241.9M |
| Financial Harvest, LLC | 0002052933 | Aug 10, 2026 | 67 | $241.9M |
| Royalty Pharma Sub-Manager, LLC | 0002081668 | Aug 21, 2026 | 4 | $241.9M |
| TrueWealth Financial Partners | 0001908108 | Aug 13, 2026 | 28 | $242.0M |
| Wealthcare Capital Partners, LLC | 0002053307 | Jul 9, 2026 | 179 | $242.0M |
| DoubleLine ETF Adviser LP | 0001959989 | Aug 14, 2026 | 170 | $242.2M |
| Long Island Wealth Management, Inc. | 0002011177 | Aug 7, 2026 | 95 | $242.2M |
| IRON Financial LLC | 0001595509 | Jul 22, 2026 | 151 | $242.3M |
| Higgins & Schmidt Wealth Strategies LLC | 0001941260 | Jul 16, 2026 | 65 | $242.3M |
| Eukles Asset Management | 0001632553 | Aug 5, 2026 | 228 | $242.4M |
| Sound Stewardship, LLC | 0001998101 | Jul 13, 2026 | 73 | $242.4M |
| Pacific Sun Financial Corp | 0000947517 | Aug 10, 2026 | 219 | $242.5M |
| Legacy Wealth Managment, LLC | 0002045082 | Aug 13, 2026 | 193 | $242.6M |
| Threadgill Financial, LLC | 0001814104 | Jul 8, 2026 | 36 | $242.6M |
| Udine Wealth Management, Inc. | 0001907240 | Jul 24, 2026 | 40 | $242.9M |
| Motive Wealth Advisors | 0001877093 | Jul 21, 2026 | 96 | $243.2M |
| JNE Partners LLP | 0001770120 | Aug 14, 2026 | 6 | $243.2M |
| Tejara Capital Ltd | 0001879713 | Aug 11, 2026 | 66 | $243.3M |
| MRWM Advisors, LLC | 0001732949 | Jul 29, 2026 | 80 | $243.3M |
| Powers Capital, LLC | 0002056287 | Jul 31, 2026 | 2 | $243.7M |
| Security National Bank of Sioux City Iowa | 0000894309 | Sep 18, 2026 | 321 | $243.7M |
| Grey Rock Energy Management, LLC | 0002053459 | Jul 24, 2026 | 1 | $243.7M |
| Sterling Group Wealth Management, LLC | 0001852307 | Aug 3, 2026 | 62 | $243.7M |
| Second Half Financial Partners, LLC | 0001946654 | Jul 17, 2026 | 109 | $243.9M |
| Georgetown University | 0001730469 | Aug 14, 2026 | 11 | $244.0M |
| Leicht Financial Planning & Wealth Management, Inc. | 0001710666 | Jul 22, 2026 | 16 | $244.1M |
| Trademark Financial Management, LLC | 0002011736 | Jul 27, 2026 | 107 | $244.2M |
| 8VC AI Fund I MM, LLC | 0002022694 | Aug 14, 2026 | 1 | $244.2M |
| Dover Advisors, LLC | 0001964541 | Aug 7, 2026 | 153 | $244.2M |
| Potentia Wealth | 0002052308 | Aug 13, 2026 | 60 | $244.2M |
| Aspect Management, LLC | 0002111529 | Aug 13, 2026 | 1 | $244.4M |
| HRC Wealth Management, LLC | 0002009521 | Jul 10, 2026 | 65 | $244.4M |
| Ravenstone Capital Management Inc. | 0002086041 | Aug 4, 2026 | 54 | $244.4M |
| Spectrum Investment Advisors, Inc. | 0001856042 | Jul 30, 2026 | 76 | $244.6M |
| C M Bidwell & Associates Ltd. | 0001091860 | Aug 11, 2026 | 494 | $244.6M |
| Forte Asset Management LLC | 0001927129 | Jul 21, 2026 | 77 | $244.6M |
| Ameriflex Group, Inc. | 0002057637 | Aug 14, 2026 | 1,574 | $244.7M |
| Sentinel Advisory Group, LLC | 0002118181 | Jul 23, 2026 | 60 | $244.9M |
| Westport Asset Management Inc. | 0000811454 | Aug 11, 2026 | 80 | $244.9M |
| Enterprise Financial Services Corp | 0001025835 | Aug 4, 2026 | 184 | $244.9M |
| GP Brinson Investments LLC | 0001860928 | Jul 1, 2026 | 14 | $244.9M |
| I.G.Y. Ltd | 0001811472 | Jul 29, 2026 | 3 | $245.2M |
| Westbourne Investments, Inc. | 0000932929 | Aug 11, 2026 | 149 | $245.2M |
| Avondale Wealth Management | 0001738720 | Jul 13, 2026 | 66 | $245.3M |
| STAR Financial Bank | 0001965329 | Aug 7, 2026 | 109 | $245.4M |
| Beaton Management Co. Inc. | 0001714678 | Aug 7, 2026 | 157 | $245.4M |
| P2 Capital Partners, LLC | 0001406313 | Aug 14, 2026 | 12 | $245.6M |
| Warburton Capital Management, LLC | 0002054795 | Aug 3, 2026 | 74 | $245.6M |
| Fire Capital Management LLC | 0002059571 | Aug 3, 2026 | 122 | $245.7M |
| LCC Family Corp. | 0002080628 | Aug 13, 2026 | 1 | $245.7M |
| Kieckhefer Group LLC | 0002051613 | Jul 21, 2026 | 65 | $245.7M |
| Socha Financial Group, LLC | 0001967966 | Aug 6, 2026 | 14 | $245.9M |
| Postrock Partners LLC | 0002053668 | Jul 24, 2026 | 78 | $245.9M |
| Taylor Securities Services, Inc. | 0002115182 | Aug 13, 2026 | 63 | $245.9M |
| Steinberganna Wealth Management | 0002089528 | Aug 4, 2026 | 139 | $246.0M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0001730521 | Jul 14, 2026 | 140 | $246.1M |
| Midwest Capital Advisors, LLC | 0002026480 | Jul 28, 2026 | 210 | $246.2M |
| Unison Asset Management LLC | 0001840755 | Aug 7, 2026 | 32 | $246.2M |