| Capital City Trust Co. | 0001095836 | May 7, 2025 | 116 | $364.8M |
| Cordatus Wealth Management LLC | 0001715862 | May 8, 2025 | 148 | $364.4M |
| Kettle Hill Capital Management, LLC | 0001387369 | May 15, 2025 | 41 | $364.3M |
| M3F, Inc. | 0001511291 | May 14, 2025 | 31 | $363.8M |
| Little House Capital LLC | 0001748814 | Apr 25, 2025 | 131 | $363.8M |
| Fairvoy Private Wealth, LLC | 0002046607 | Apr 17, 2025 | 173 | $363.8M |
| GoalVest Advisory LLC | 0001839307 | Apr 7, 2025 | 503 | $363.7M |
| Madrona Financial Services, LLC | 0001578370 | Apr 23, 2025 | 109 | $363.7M |
| Advanced Asset Management Advisors Inc | 0001075444 | Apr 17, 2025 | 85 | $363.7M |
| PhiloSmith Capital Corp | 0001942361 | Apr 21, 2025 | 23 | $363.6M |
| Winthrop Capital Management, LLC | 0002010657 | May 6, 2025 | 332 | $363.5M |
| L1 Capital International Pty Ltd | 0002009023 | May 15, 2025 | 19 | $363.4M |
| Tenere Capital LLC | 0001849517 | May 15, 2025 | 21 | $363.4M |
| Berkeley Capital Partners, LLC | 0001667694 | May 5, 2025 | 167 | $363.2M |
| Noble Family Wealth, LLC | 0001976065 | Apr 16, 2025 | 61 | $363.2M |
| Anatole Investment Management Ltd | 0001693745 | May 15, 2025 | 16 | $363.1M |
| MilWealth Group LLC | 0001972750 | May 1, 2025 | 68 | $363.0M |
| Rosenblum Silverman Sutton S F Inc. | 0000918893 | May 12, 2025 | 75 | $362.9M |
| Mayport, LLC | 0001922875 | Apr 22, 2025 | 90 | $362.7M |
| Paradiem, LLC | 0001733356 | Apr 22, 2025 | 52 | $362.6M |
| Copperwynd Financial, LLC | 0001687832 | May 5, 2025 | 144 | $362.5M |
| Saybrook Capital | 0001044924 | Apr 23, 2025 | 43 | $362.3M |
| Oakwell Private Wealth Management, LLC | 0001844024 | May 6, 2025 | 68 | $362.2M |
| Crumly & Associates Inc. | 0001759578 | Apr 22, 2025 | 167 | $362.2M |
| Legacy Wealth Asset Management, LLC | 0001846151 | Apr 9, 2025 | 339 | $361.9M |
| Waypoint Wealth Partners Inc. | 0001817306 | May 13, 2025 | 70 | $361.7M |
| Landaas & Co. /Wi | 0000913990 | May 2, 2025 | 94 | $361.7M |
| Lionstone Capital Management LLC | 0001575662 | May 15, 2025 | 11 | $361.6M |
| AXS Investments LLC | 0001801467 | May 9, 2025 | 201 | $361.6M |
| Convergence Investment Partners, LLC | 0001456133 | May 6, 2025 | 237 | $361.3M |
| Arjuna Capital | 0001703208 | May 9, 2025 | 113 | $361.3M |
| Wolff Financial Management LLC | 0001767940 | Apr 24, 2025 | 97 | $361.0M |
| DDFG, Inc | 0001967640 | May 13, 2025 | 76 | $360.8M |
| Clarity Wealth Advisors, LLC | 0001767384 | Apr 30, 2025 | 95 | $360.5M |
| Freshford Capital Management, LLC | 0001459270 | May 14, 2025 | 15 | $360.5M |
| FTV Management Company, L.P. | 0002021589 | May 15, 2025 | 1 | $360.4M |
| Compton Wealth Advisory Group, LLC | 0001761044 | Apr 29, 2025 | 81 | $360.4M |
| Milestone Investment Advisors LLC | 0001967018 | Apr 28, 2025 | 126 | $360.3M |
| Evergreen Advisors, LLC | 0001762294 | May 7, 2025 | 17 | $360.2M |
| Precedent Wealth Partners, LLC | 0002008666 | Apr 17, 2025 | 155 | $360.2M |
| Cornerstone Wealth Advisors, Inc. | 0001862176 | Apr 17, 2025 | 45 | $360.2M |
| Blue Zone Wealth Advisors, LLC | 0001803106 | Apr 11, 2025 | 106 | $359.9M |
| Ashton Thomas Securities, LLC | 0000771572 | May 15, 2025 | 262 | $359.9M |
| Monarch Capital Management Inc. | 0000938759 | Apr 15, 2025 | 115 | $359.8M |
| Outlook Wealth Advisors, LLC | 0001767151 | Apr 14, 2025 | 262 | $359.4M |
| Sollinda Capital Management LLC | 0002012034 | Apr 25, 2025 | 66 | $359.4M |
| Rockline Wealth Management, LLC | 0002005098 | Apr 22, 2025 | 95 | $359.4M |
| Park Edge Advisors, LLC | 0001965659 | Apr 10, 2025 | 137 | $359.1M |
| Harvest Investment Services, LLC | 0001591097 | May 15, 2025 | 277 | $359.1M |
| Evelyn Partners Asset Management Ltd | 0002065207 | Dec 8, 2025 | 248 | $359.0M |
| Founders Grove Wealth Partners, LLC | 0002046157 | Apr 16, 2025 | 122 | $358.9M |
| EPG Wealth Management LLC | 0001803058 | May 13, 2025 | 406 | $358.7M |
| Arch Capital Group LTD. | 0000947484 | May 7, 2025 | 4 | $358.6M |
| VeraBank, N.A. | 0001767297 | May 9, 2025 | 144 | $358.5M |
| Fruth Investment Management | 0001416856 | Jun 5, 2025 | 218 | $358.2M |
| Castellan Group | 0001832521 | May 8, 2025 | 65 | $357.6M |
| Capital Planning LLC | 0001790688 | Apr 29, 2025 | 95 | $357.6M |
| SWF LLC | 0002065728 | Aug 1, 2025 | 5 | $357.5M |
| Mitchell Sinkler & Starr | 0001048921 | May 7, 2025 | 152 | $357.2M |
| Progressive Investment Management Corp | 0001353318 | May 13, 2025 | 56 | $357.2M |
| St. Clair Advisors, LLC | 0002056292 | Apr 24, 2025 | 81 | $357.0M |
| Advus Financial Partners, LLC | 0002150676 | Aug 25, 2026 | 234 | $357.0M |
| Elevated Capital Advisors, LLC | 0001802387 | Apr 24, 2025 | 252 | $357.0M |
| Watchman Group, Inc. | 0001748726 | May 13, 2025 | 80 | $356.8M |
| Interchange Capital Partners, LLC | 0001845998 | Apr 30, 2025 | 269 | $356.8M |
| Dumont & Blake Investment Advisors LLC | 0001287618 | Apr 8, 2025 | 206 | $356.7M |
| Sunflower Bank, N.A. | 0001818759 | Apr 14, 2025 | 128 | $356.7M |
| ABLE Financial Group, LLC | 0001977500 | Apr 28, 2025 | 196 | $356.6M |
| Whitaker-Myers Wealth Managers, LTD. | 0001973849 | Apr 14, 2025 | 113 | $356.5M |
| Rothschild Wealth LLC | 0001811345 | May 15, 2025 | 197 | $356.5M |
| Decheng Capital LLC | 0002010850 | May 8, 2025 | 27 | $356.5M |
| Wiser Wealth Management, Inc | 0001573263 | Apr 14, 2025 | 49 | $356.4M |
| Frisch Financial Group, Inc. | 0001767730 | May 14, 2025 | 128 | $356.4M |
| Coleford Investment Management Ltd. | 0001939136 | May 5, 2025 | 20 | $356.4M |
| BetterWealth, LLC | 0001911702 | Apr 28, 2025 | 61 | $356.4M |
| Seeds Investor LLC | 0002021047 | May 14, 2025 | 247 | $356.4M |
| Shulman DeMeo Asset Management LLC | 0001767070 | Apr 9, 2025 | 116 | $356.1M |
| Waller Financial Planning Group, Inc. | 0001736079 | Apr 2, 2025 | 71 | $356.0M |
| Doliver Advisors, LP | 0000938077 | Apr 8, 2025 | 163 | $355.9M |
| Drake & Associates, LLC | 0001935795 | Apr 29, 2025 | 89 | $355.9M |
| Gavilan Investment Partners LLC | 0001963404 | May 14, 2025 | 13 | $355.5M |
| Paulson Wealth Management Inc. | 0001731878 | May 12, 2025 | 132 | $355.2M |
| Fosun International Ltd | 0001447884 | May 14, 2025 | 48 | $355.0M |
| Citizens & Northern Corp. | 0000810958 | Apr 21, 2025 | 118 | $354.7M |
| PenderFund Capital Management Ltd. | 0001706164 | Aug 14, 2025 | 142 | $354.6M |
| Farmers National Bank | 0001632966 | May 14, 2025 | 166 | $354.5M |
| BDT Capital Partners, LLC | 0001510974 | May 15, 2025 | 2 | $354.4M |
| Tradewinds, LLC. | 0001932342 | Apr 29, 2025 | 211 | $354.4M |
| E&G Advisors, LLC | 0001598550 | Apr 23, 2025 | 207 | $354.4M |
| High Net Worth Advisory Group LLC | 0001919142 | Apr 9, 2025 | 215 | $354.3M |
| Alphadyne Asset Management LP | 0001535943 | May 15, 2025 | 3 | $353.9M |
| WealthBridge Capital Management, LLC | 0001767313 | Apr 25, 2025 | 201 | $353.9M |
| Ballast, Inc. | 0001730477 | May 12, 2025 | 125 | $353.4M |
| Whitener Capital Management, Inc. | 0000825217 | May 1, 2025 | 154 | $353.4M |
| Aspen Wealth Management LLC | 0001895252 | Apr 23, 2025 | 86 | $353.4M |
| Trustees of Dartmouth College | 0001599404 | Apr 28, 2025 | 5 | $353.2M |
| Untitled Investments LP | 0001808696 | May 15, 2025 | 15 | $353.2M |
| Natural Investments, LLC | 0001800245 | May 9, 2025 | 246 | $352.7M |
| DAFNA Capital Management LLC | 0001389933 | May 15, 2025 | 83 | $352.7M |
| Retirement Solution LLC | 0001914606 | Feb 27, 2026 | 39 | $352.4M |