| Columbia Bank | 0002017259 | Oct 30, 2024 | 153 | $273.3M |
| SOF Ltd | 0001697569 | Nov 19, 2024 | 1 | $273.4M |
| Cassady Schiller Wealth Management, LLC | 0001904425 | Nov 6, 2024 | 465 | $273.4M |
| Equita Financial Network, Inc. | 0001994461 | Nov 7, 2024 | 79 | $273.7M |
| WP Advisors, LLC | 0001697796 | Nov 7, 2024 | 98 | $273.7M |
| MGB Wealth Management, LLC | 0002015822 | Nov 12, 2024 | 274 | $273.9M |
| Two Point Capital Management, Inc. | 0001962382 | Oct 31, 2024 | 25 | $274.0M |
| StepStone Group LP | 0001502287 | Nov 12, 2024 | 14 | $274.1M |
| Comprehensive Financial Consultants Institutional, Inc. | 0001915714 | Oct 31, 2024 | 166 | $274.2M |
| HCEP Management Ltd | 0001822015 | Nov 13, 2024 | 7 | $274.4M |
| City State Bank | 0001910666 | Oct 10, 2024 | 740 | $274.4M |
| SS&H Financial Advisors, Inc. | 0001911735 | Oct 9, 2024 | 126 | $274.5M |
| Green Court Capital Management Ltd | 0001710785 | Nov 7, 2024 | 2 | $274.7M |
| Columbus Macro, LLC | 0001727269 | Oct 18, 2024 | 180 | $274.7M |
| Joule Financial, LLC | 0001929070 | Oct 17, 2024 | 107 | $274.8M |
| Birmingham Capital Management Co. Inc. | 0000918504 | Dec 10, 2024 | 109 | $274.9M |
| Bridgewealth Advisory Group, LLC | 0001801982 | Nov 13, 2024 | 91 | $275.1M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0002071170 | Aug 14, 2025 | 582 | $275.1M |
| Seven Springs Wealth Group, LLC | 0001803898 | Nov 14, 2024 | 71 | $275.2M |
| Foguth Wealth Management, LLC. | 0002016322 | Oct 9, 2024 | 134 | $275.3M |
| Delta Financial Advisors LLC | 0001790295 | Nov 4, 2024 | 113 | $275.3M |
| Schiavi & Co LLC | 0001840014 | Nov 13, 2024 | 33 | $275.5M |
| Ashburton (Jersey) Ltd | 0001661222 | Jan 27, 2025 | 49 | $275.7M |
| Tranquility Partners, LLC | 0001783773 | Nov 7, 2024 | 218 | $275.8M |
| Custos Family Office, LLC | 0001904423 | Oct 21, 2024 | 55 | $276.0M |
| Sara-Bay Financial | 0001816444 | Oct 7, 2024 | 83 | $276.2M |
| Arcus Capital Partners, LLC | 0001651960 | Nov 4, 2024 | 113 | $276.2M |
| Montgomery Investment Management Inc. | 0001272544 | Oct 24, 2024 | 91 | $276.2M |
| Reston Wealth Management LLC | 0001767617 | Oct 28, 2024 | 454 | $276.3M |
| P Schoenfeld Asset Management LP | 0001040198 | Nov 14, 2024 | 23 | $276.4M |
| Oak Family Advisors, LLC | 0001846161 | Oct 17, 2024 | 130 | $276.8M |
| Blue Pool Management Ltd. | 0001675855 | Nov 14, 2024 | 3 | $276.9M |
| World Equity Group, Inc. | 0000878770 | Oct 30, 2024 | 256 | $276.9M |
| Humankind Investments LLC | 0001845373 | Nov 14, 2024 | 141 | $277.0M |
| Alight Capital Management LP | 0001651473 | Nov 14, 2024 | 56 | $277.1M |
| Brown Wealth Management, LLC | 0001987005 | Nov 14, 2024 | 88 | $277.1M |
| Franchise Capital Ltd | 0001859388 | Oct 4, 2024 | 10 | $277.4M |
| Northwest Capital Management Inc | 0001730404 | Oct 15, 2024 | 459 | $277.5M |
| TNF LLC | 0001849683 | Oct 25, 2024 | 125 | $277.5M |
| Empower Annuity Insurance Co | 0001444597 | Nov 4, 2024 | 1 | $277.6M |
| Altrafin AG | 0002110313 | Feb 17, 2026 | 50 | $277.6M |
| Silphium Asset Management Ltd | 0001758440 | Jan 30, 2025 | 47 | $277.7M |
| TFG Advisers LLC | 0001806473 | Oct 22, 2024 | 207 | $278.0M |
| First United Bank & Trust | 0001214183 | Oct 15, 2024 | 380 | $278.3M |
| Richard W. Paul & Associates, LLC | 0001964203 | Oct 17, 2024 | 506 | $278.4M |
| Portland Investment Counsel Inc. | 0001081668 | Nov 14, 2024 | 51 | $278.4M |
| Towne Trust Company, N.A | 0001102256 | Nov 8, 2024 | 330 | $278.4M |
| Cordatus Wealth Management LLC | 0001715862 | Oct 28, 2024 | 120 | $278.4M |
| Pennsylvania Capital Management Inc. | 0001004140 | Oct 15, 2024 | 98 | $278.4M |
| Mattson Financial Services, LLC | 0002034595 | Oct 8, 2024 | 270 | $278.9M |
| Narus Financial Partners, LLC | 0001698091 | Oct 18, 2024 | 149 | $278.9M |
| LFL Advisers, LLC | 0001694127 | Nov 13, 2024 | 10 | $279.0M |
| Olde Wealth Management, LLC | 0001840760 | Nov 4, 2024 | 113 | $279.0M |
| Hobbs Group Advisors, LLC | 0002012280 | Nov 18, 2024 | 649 | $279.1M |
| Jeppson Wealth Management, LLC | 0001831263 | Nov 5, 2024 | 205 | $279.2M |
| Wishbone Management, LP | 0001777734 | Nov 14, 2024 | 5 | $279.2M |
| Strategic Advocates LLC | 0001991340 | Oct 17, 2024 | 119 | $279.3M |
| Gill Capital Partners, LLC | 0000729563 | Oct 8, 2024 | 131 | $279.4M |
| Brophy Wealth Management, LLC | 0002032097 | Nov 15, 2024 | 212 | $279.4M |
| Spectrum Financial Alliance Ltd LLC | 0001566531 | Oct 18, 2024 | 19 | $279.4M |
| 3Chopt Investment Partners, LLC | 0001978521 | Nov 15, 2024 | 70 | $279.7M |
| Life Line Wealth Management LLC | 0002035872 | Nov 8, 2024 | 25 | $279.7M |
| Saturn V Capital Management LP | 0001964437 | Nov 14, 2024 | 25 | $279.8M |
| Auour Investments LLC | 0001789310 | Oct 30, 2024 | 79 | $279.9M |
| Ewa, LLC | 0001835252 | Nov 15, 2024 | 167 | $279.9M |
| Insight Folios Inc | 0001792942 | Oct 24, 2024 | 119 | $280.0M |
| Summit Street Capital Management, LLC | 0001595533 | Nov 14, 2024 | 29 | $280.1M |
| MY.Alpha Management HK Advisors Ltd | 0001910173 | Nov 13, 2024 | 14 | $280.3M |
| Smart Money Group LLC | 0001728866 | Nov 5, 2024 | 95 | $280.3M |
| Front Row Advisors LLC | 0001729254 | Nov 14, 2024 | 499 | $280.3M |
| APEIRON CAPITAL Ltd | 0001843111 | Nov 1, 2024 | 10 | $280.3M |
| BBJS Financial Advisors, LLC | 0001966040 | Oct 15, 2024 | 142 | $280.4M |
| Seascape Capital Management | 0001418342 | Nov 1, 2024 | 97 | $280.5M |
| Promethos Capital, LLC | 0001908619 | Nov 12, 2024 | 80 | $280.6M |
| Field & Main Bank | 0001594492 | Nov 1, 2024 | 240 | $280.6M |
| Triumph Capital Management | 0001730765 | Feb 14, 2025 | 265 | $280.6M |
| Sterling Investment Counsel, LLC | 0001925853 | Oct 22, 2024 | 173 | $280.7M |
| PL Capital Advisors, LLC | 0001569147 | Oct 29, 2024 | 27 | $280.9M |
| Empirical Asset Management, LLC | 0001926596 | Oct 11, 2024 | 308 | $280.9M |
| Webs Creek Capital Management LP | 0001825309 | Nov 14, 2024 | 13 | $280.9M |
| Interchange Capital Partners, LLC | 0001845998 | Oct 28, 2024 | 260 | $281.3M |
| ARK & TLK Investments, LLC | 0002013188 | Nov 8, 2024 | 108 | $281.3M |
| Symetra Investment Management Co | 0001811513 | Nov 13, 2024 | 5 | $281.3M |
| Highland Financial Advisors, LLC | 0001939237 | Oct 30, 2024 | 52 | $281.4M |
| Morton Brown Family Wealth, LLC | 0001909851 | Oct 24, 2024 | 271 | $281.4M |
| Montis Financial, LLC | 0001844314 | Oct 10, 2024 | 107 | $281.4M |
| Metropolitan Life Insurance Co | 0000728618 | Nov 13, 2024 | 10 | $281.4M |
| First Citizens Asset Management, Inc. | 0001964116 | Apr 28, 2026 | 30 | $281.4M |
| WealthBridge Investment Counsel Inc. | 0001799425 | Oct 9, 2024 | 47 | $281.7M |
| Iyo Bank, Ltd. | 0001890435 | Nov 5, 2024 | 35 | $281.8M |
| Bill Few Associates, Inc. | 0001914644 | Oct 15, 2024 | 178 | $281.8M |
| Evexia Wealth LLC | 0001975710 | Oct 10, 2024 | 66 | $282.0M |
| Hayek Kallen Investment Management | 0001430681 | Oct 15, 2024 | 94 | $282.2M |
| Lynx1 Capital Management LP | 0001910456 | Nov 14, 2024 | 18 | $282.2M |
| CWS Financial Advisors, LLC | 0001802459 | Nov 14, 2024 | 121 | $282.3M |
| LCNB Corp. | 0001074902 | Nov 12, 2024 | 182 | $282.3M |
| Droms Strauss Advisors Inc. /Mo/ | 0001053292 | Oct 31, 2024 | 65 | $282.4M |
| Oak Asset Management, LLC | 0001726375 | Oct 7, 2024 | 106 | $282.4M |
| HT Partners LLC | 0001552999 | Oct 23, 2024 | 51 | $282.6M |
| Sandbox Financial Partners, LLC | 0001844892 | Oct 7, 2024 | 108 | $282.6M |