| Stone Ridge Holdings Group LP | 0002019841 | Jul 31, 2025 | 40 | $282.1M |
| Baron Wealth Management LLC | 0001968507 | Jul 9, 2025 | 246 | $282.3M |
| 44 Wealth Management LLC | 0001831187 | Aug 15, 2025 | 190 | $282.4M |
| New Republic Capital, LLC | 0001989988 | Aug 12, 2025 | 248 | $282.4M |
| Hi-Line Capital Management, LLC | 0001776074 | Aug 5, 2025 | 38 | $282.4M |
| Orion Investment Co | 0002033920 | Aug 14, 2025 | 70 | $282.5M |
| Robinswood Financial LLC | 0002139748 | Jul 14, 2026 | 398 | $282.7M |
| Pines Wealth Management, LLC | 0002037426 | Jul 9, 2025 | 229 | $282.7M |
| Lecap Asset Management Ltd. | 0001990849 | Jul 21, 2025 | 282 | $282.7M |
| Monolith Management Ltd | 0002008306 | Aug 14, 2025 | 25 | $282.7M |
| Greenfield Seitz Capital Management, LLC | 0002097528 | Nov 24, 2025 | 111 | $282.9M |
| Wealth Management Partners, LLC | 0001843294 | Jul 11, 2025 | 136 | $282.9M |
| Investment Planning Advisors, Inc. | 0002024049 | Jul 21, 2025 | 79 | $283.0M |
| Providence First Trust Co | 0001713735 | Aug 1, 2025 | 111 | $283.0M |
| Regents Gate Capital LLP | 0002020935 | Aug 5, 2025 | 39 | $283.1M |
| Q3 Asset Management | 0001732543 | Sep 3, 2025 | 46 | $283.1M |
| Lynch Asset Management, Inc. | 0001906719 | Aug 13, 2025 | 56 | $283.5M |
| Patriot Financial Partners Gp, LP | 0001470261 | Aug 13, 2025 | 9 | $283.5M |
| Core Wealth Management, Inc. | 0001965150 | Jul 31, 2025 | 31 | $283.6M |
| Cove Private Wealth, LLC | 0002015131 | Jul 16, 2025 | 156 | $283.6M |
| True Wealth Design, LLC | 0001966033 | Aug 6, 2025 | 2,565 | $283.8M |
| Left Brain Wealth Management, LLC | 0001957370 | Aug 12, 2025 | 96 | $283.8M |
| Quattro Financial Advisors LLC | 0001705929 | Jul 21, 2025 | 80 | $283.8M |
| Retirement Financial Solutions, LLC | 0001962532 | Mar 10, 2026 | 38 | $284.1M |
| Lountzis Asset Management, LLC | 0001821168 | Jul 31, 2025 | 53 | $284.1M |
| Horan Securities, Inc. | 0001671623 | Aug 6, 2025 | 152 | $284.2M |
| Harspring Capital Management, LLC | 0001652327 | Aug 13, 2025 | 17 | $284.2M |
| LCNB Corp. | 0001074902 | Aug 11, 2025 | 181 | $284.2M |
| Pine Harbor Wealth Management, LLC | 0002016051 | Aug 14, 2025 | 102 | $284.3M |
| Delta Financial Advisors LLC | 0001790295 | Aug 7, 2025 | 112 | $284.4M |
| NWK Group, Inc. | 0001803054 | Aug 4, 2025 | 66 | $284.7M |
| Greenhaven Road Investment Management, L.P. | 0001741129 | Aug 13, 2025 | 18 | $284.8M |
| Blue Investment Partners LLC | 0001958029 | Aug 6, 2025 | 52 | $285.1M |
| Carmel Capital Partners, LLC | 0001900481 | Jul 29, 2025 | 154 | $285.2M |
| Reston Wealth Management LLC | 0001767617 | Aug 6, 2025 | 54 | $285.3M |
| Fairfield Financial Advisors, LTD | 0002033232 | Aug 1, 2025 | 71 | $285.4M |
| VCI Wealth Management LLC | 0002009388 | Jul 30, 2025 | 103 | $285.7M |
| Headwater Capital Co Ltd | 0002036346 | Aug 12, 2025 | 12 | $285.7M |
| Sicart Associates LLC | 0001696494 | Jul 18, 2025 | 72 | $285.8M |
| Berkshire Capital Holdings Inc. | 0001133742 | Aug 14, 2025 | 102 | $285.8M |
| Capital Today Evergreen Fund, L.P. | 0001625502 | Aug 4, 2025 | 3 | $286.3M |
| Hendley & Co. Inc. | 0001084207 | Jul 23, 2025 | 46 | $286.4M |
| Towne Trust Company, N.A | 0001102256 | Jul 18, 2025 | 326 | $286.5M |
| Post Oak Energy Holdings, LLC | 0001911838 | Aug 14, 2025 | 1 | $286.7M |
| First United Bank & Trust | 0001214183 | Jul 18, 2025 | 388 | $286.9M |
| Gpi Capital, L.P. | 0001836021 | Aug 14, 2025 | 4 | $286.9M |
| Silverleafe Capital Partners, LLC | 0001535611 | Jul 8, 2025 | 87 | $286.9M |
| IronBridge Private Wealth, LLC | 0001850996 | Oct 10, 2025 | 41 | $286.9M |
| Union Heritage Capital, LLC | 0001862428 | Aug 13, 2025 | 64 | $287.1M |
| State of New Jersey Common Pension Fund A | 0001483262 | Aug 1, 2025 | 2 | $287.2M |
| Claris Advisors, LLC / Mo / | 0001905092 | Jul 17, 2025 | 73 | $287.4M |
| Tekne Capital Management, LLC | 0001558971 | Aug 13, 2025 | 4 | $287.4M |
| Ceeto Capital Group, LLC | 0001722439 | Aug 14, 2025 | 173 | $287.4M |
| Cutler Capital Management, LLC | 0001353098 | Aug 13, 2025 | 116 | $287.4M |
| Cherrydale Wealth Management, LLC | 0001907327 | Jul 14, 2025 | 75 | $287.4M |
| Front Row Advisors LLC | 0001729254 | Aug 18, 2025 | 538 | $287.5M |
| First International Bank & Trust | 0001910370 | Jul 8, 2025 | 63 | $287.5M |
| KKM Financial LLC | 0002001943 | Aug 14, 2025 | 153 | $287.6M |
| Addison Capital Co | 0001581465 | Aug 11, 2025 | 147 | $287.6M |
| American Assets Inc. | 0000885118 | Aug 5, 2025 | 20 | $287.8M |
| GoodHaven Capital Management, LLC | 0001542300 | Aug 13, 2025 | 26 | $287.8M |
| Maestria Partners LLC | 0002000390 | Jul 25, 2025 | 14 | $287.8M |
| Purus Wealth Management, LLC | 0001844250 | Aug 11, 2025 | 140 | $288.1M |
| Veracity Capital LLC | 0001811005 | Jul 9, 2025 | 238 | $288.1M |
| Borer Denton & Associates, Inc. | 0001993607 | Aug 14, 2025 | 58 | $288.1M |
| Kelleher Financial Advisors | 0001507971 | Aug 8, 2025 | 138 | $288.2M |
| Sandler Capital Management | 0001000742 | Aug 14, 2025 | 126 | $288.4M |
| Family Capital Trust Co | 0001123320 | Jul 30, 2025 | 62 | $288.7M |
| Iridian Asset Management LLC | 0001033427 | Aug 14, 2025 | 42 | $288.7M |
| Prevatt Capital Ltd | 0002009520 | Aug 14, 2025 | 10 | $288.8M |
| Annis Gardner Whiting Capital Advisors, LLC | 0001998414 | Aug 11, 2025 | 1,332 | $288.8M |
| WIT Partners Advisory Pte. Ltd. | 0002000043 | Jul 31, 2025 | 1 | $288.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 0001903859 | Jul 8, 2025 | 85 | $289.0M |
| Darwin Wealth Management, LLC | 0001663224 | Aug 14, 2025 | 610 | $289.0M |
| Sage Financial Management Group, Inc. | 0001762086 | Jul 21, 2025 | 55 | $289.1M |
| SAM Advisors, LLC | 0001600944 | Jul 29, 2025 | 42 | $289.1M |
| Jeppson Wealth Management, LLC | 0001831263 | Jul 15, 2025 | 211 | $289.1M |
| Rooted Wealth Advisors, Inc. | 0001963732 | Jul 14, 2025 | 107 | $289.3M |
| Nia Impact Advisors, LLC | 0001815217 | Aug 14, 2025 | 97 | $289.3M |
| Hoxton Planning & Management, LLC | 0001954782 | Aug 6, 2025 | 209 | $289.4M |
| Liberty Square Wealth Partners LLC | 0002057655 | Jul 29, 2025 | 147 | $289.5M |
| Stiles Financial Services Inc | 0001904832 | Jul 24, 2025 | 175 | $289.5M |
| Hudson Value Partners, LLC | 0001840501 | Jul 18, 2025 | 107 | $289.5M |
| Kercheville Advisors, LLC | 0001890748 | Jul 22, 2025 | 105 | $289.7M |
| AF Advisors, Inc. | 0001818044 | Jul 31, 2025 | 28 | $289.9M |
| Baker Boyer National Bank | 0001079398 | Jul 28, 2025 | 78 | $290.0M |
| Roberts Financial Services LLC | 0001767602 | Aug 8, 2025 | 30 | $290.0M |
| Pinion Investment Advisors, LLC | 0001738738 | Jul 24, 2025 | 163 | $290.1M |
| Moseley Investment Management Inc. | 0000906396 | Jul 24, 2025 | 163 | $290.2M |
| BWM Planning, LLC | 0002039698 | Aug 12, 2025 | 81 | $290.3M |
| Cabot-Wellington, LLC | 0001353198 | Jul 30, 2025 | 5 | $290.3M |
| RJA Asset Management LLC | 0001671817 | Jul 14, 2025 | 4 | $290.4M |
| ADAPT Investment Managers SA | 0002029917 | Jul 24, 2025 | 16 | $290.4M |
| Endeavour Capital Advisors Inc. | 0001218749 | Aug 13, 2025 | 34 | $290.6M |
| Lee Johnson Capital Management, LLC | 0001674836 | Jul 17, 2025 | 71 | $290.6M |
| Veery Capital, LLC | 0001844375 | Jul 7, 2025 | 94 | $290.8M |
| Auour Investments LLC | 0001789310 | Jul 31, 2025 | 81 | $290.9M |
| Weybosset Research & Management LLC | 0001280604 | Jul 11, 2025 | 35 | $290.9M |
| Oldfather Financial Services, LLC | 0001775530 | Jul 10, 2025 | 84 | $290.9M |
| Oldfield Partners LLP | 0001492815 | Aug 6, 2025 | 19 | $291.1M |