| Sterling Wealth Management, Inc. | 0002011149 | Aug 14, 2025 | 110 | $293.5M |
| Acima Private Wealth, LLC | 0001761961 | Jul 24, 2025 | 180 | $293.4M |
| Sea Cliff Partners Management, LP | 0002011655 | Aug 14, 2025 | 15 | $293.3M |
| Arch Capital Group LTD. | 0000947484 | Aug 5, 2025 | 4 | $293.3M |
| Intergy Private Wealth, LLC | 0001911342 | Jul 23, 2025 | 101 | $293.1M |
| Wealth Management Resources, Inc. | 0001063516 | Jul 24, 2025 | 32 | $292.9M |
| PCJ Investment Counsel Ltd. | 0001426318 | Aug 7, 2025 | 65 | $292.8M |
| Taylor Hoffman Capital Management LLC | 0002042493 | Jul 9, 2025 | 119 | $292.6M |
| Hobbs Group Advisors, LLC | 0002012280 | Jul 25, 2025 | 148 | $292.5M |
| Fusion Capital, LLC | 0001802955 | Aug 8, 2025 | 92 | $292.5M |
| Milestones Administradora de Recursos Ltda. | 0001912095 | Jul 25, 2025 | 19 | $292.4M |
| United Community Bank | 0002000314 | Jul 31, 2025 | 503 | $292.3M |
| Financial Life Advisors | 0001730813 | Jul 23, 2025 | 48 | $292.3M |
| Northern Right Capital Management, L.P. | 0001346543 | Aug 15, 2025 | 24 | $292.1M |
| Select Asset Management & Trust | 0001600636 | Aug 14, 2025 | 78 | $291.9M |
| TFG Advisers LLC | 0001806473 | Jul 21, 2025 | 208 | $291.9M |
| Diana Davis Spencer Foundation | 0001633391 | Aug 8, 2025 | 4 | $291.9M |
| TigerOak Management, L.L.C. | 0002052586 | Jul 16, 2025 | 115 | $291.8M |
| Pegasus Asset Management, Inc. | 0001729049 | Jul 25, 2025 | 72 | $291.8M |
| Vectors Research Management, LLC | 0001750557 | Jul 29, 2025 | 119 | $291.8M |
| Arq Wealth Advisors, LLC | 0001811827 | Aug 18, 2025 | 102 | $291.3M |
| Oldfield Partners LLP | 0001492815 | Aug 6, 2025 | 19 | $291.1M |
| Oldfather Financial Services, LLC | 0001775530 | Jul 10, 2025 | 84 | $290.9M |
| Weybosset Research & Management LLC | 0001280604 | Jul 11, 2025 | 35 | $290.9M |
| Auour Investments LLC | 0001789310 | Jul 31, 2025 | 81 | $290.9M |
| Veery Capital, LLC | 0001844375 | Jul 7, 2025 | 94 | $290.8M |
| Lee Johnson Capital Management, LLC | 0001674836 | Jul 17, 2025 | 71 | $290.6M |
| Endeavour Capital Advisors Inc. | 0001218749 | Aug 13, 2025 | 34 | $290.6M |
| ADAPT Investment Managers SA | 0002029917 | Jul 24, 2025 | 16 | $290.4M |
| RJA Asset Management LLC | 0001671817 | Jul 14, 2025 | 4 | $290.4M |
| Cabot-Wellington, LLC | 0001353198 | Jul 30, 2025 | 5 | $290.3M |
| BWM Planning, LLC | 0002039698 | Aug 12, 2025 | 81 | $290.3M |
| Moseley Investment Management Inc. | 0000906396 | Jul 24, 2025 | 163 | $290.2M |
| Pinion Investment Advisors, LLC | 0001738738 | Jul 24, 2025 | 163 | $290.1M |
| Roberts Financial Services LLC | 0001767602 | Aug 8, 2025 | 30 | $290.0M |
| Baker Boyer National Bank | 0001079398 | Jul 28, 2025 | 78 | $290.0M |
| AF Advisors, Inc. | 0001818044 | Jul 31, 2025 | 28 | $289.9M |
| Kercheville Advisors, LLC | 0001890748 | Jul 22, 2025 | 105 | $289.7M |
| Hudson Value Partners, LLC | 0001840501 | Jul 18, 2025 | 107 | $289.5M |
| Stiles Financial Services Inc | 0001904832 | Jul 24, 2025 | 175 | $289.5M |
| Liberty Square Wealth Partners LLC | 0002057655 | Jul 29, 2025 | 147 | $289.5M |
| Hoxton Planning & Management, LLC | 0001954782 | Aug 6, 2025 | 209 | $289.4M |
| Nia Impact Advisors, LLC | 0001815217 | Aug 14, 2025 | 97 | $289.3M |
| Rooted Wealth Advisors, Inc. | 0001963732 | Jul 14, 2025 | 107 | $289.3M |
| Jeppson Wealth Management, LLC | 0001831263 | Jul 15, 2025 | 211 | $289.1M |
| SAM Advisors, LLC | 0001600944 | Jul 29, 2025 | 42 | $289.1M |
| Sage Financial Management Group, Inc. | 0001762086 | Jul 21, 2025 | 55 | $289.1M |
| Darwin Wealth Management, LLC | 0001663224 | Aug 14, 2025 | 610 | $289.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 0001903859 | Jul 8, 2025 | 85 | $289.0M |
| WIT Partners Advisory Pte. Ltd. | 0002000043 | Jul 31, 2025 | 1 | $288.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0001998414 | Aug 11, 2025 | 1,332 | $288.8M |
| Prevatt Capital Ltd | 0002009520 | Aug 14, 2025 | 10 | $288.8M |
| Iridian Asset Management LLC | 0001033427 | Aug 14, 2025 | 42 | $288.7M |
| Family Capital Trust Co | 0001123320 | Jul 30, 2025 | 62 | $288.7M |
| Sandler Capital Management | 0001000742 | Aug 14, 2025 | 126 | $288.4M |
| Kelleher Financial Advisors | 0001507971 | Aug 8, 2025 | 138 | $288.2M |
| Borer Denton & Associates, Inc. | 0001993607 | Aug 14, 2025 | 58 | $288.1M |
| Veracity Capital LLC | 0001811005 | Jul 9, 2025 | 238 | $288.1M |
| Purus Wealth Management, LLC | 0001844250 | Aug 11, 2025 | 140 | $288.1M |
| Maestria Partners LLC | 0002000390 | Jul 25, 2025 | 14 | $287.8M |
| GoodHaven Capital Management, LLC | 0001542300 | Aug 13, 2025 | 26 | $287.8M |
| American Assets Inc. | 0000885118 | Aug 5, 2025 | 20 | $287.8M |
| Addison Capital Co | 0001581465 | Aug 11, 2025 | 147 | $287.6M |
| KKM Financial LLC | 0002001943 | Aug 14, 2025 | 153 | $287.6M |
| First International Bank & Trust | 0001910370 | Jul 8, 2025 | 63 | $287.5M |
| Front Row Advisors LLC | 0001729254 | Aug 18, 2025 | 538 | $287.5M |
| Cherrydale Wealth Management, LLC | 0001907327 | Jul 14, 2025 | 75 | $287.4M |
| Cutler Capital Management, LLC | 0001353098 | Aug 13, 2025 | 116 | $287.4M |
| Ceeto Capital Group, LLC | 0001722439 | Aug 14, 2025 | 173 | $287.4M |
| Tekne Capital Management, LLC | 0001558971 | Aug 13, 2025 | 4 | $287.4M |
| Claris Advisors, LLC / Mo / | 0001905092 | Jul 17, 2025 | 73 | $287.4M |
| State of New Jersey Common Pension Fund A | 0001483262 | Aug 1, 2025 | 2 | $287.2M |
| Union Heritage Capital, LLC | 0001862428 | Aug 13, 2025 | 64 | $287.1M |
| IronBridge Private Wealth, LLC | 0001850996 | Oct 10, 2025 | 41 | $286.9M |
| Silverleafe Capital Partners, LLC | 0001535611 | Jul 8, 2025 | 87 | $286.9M |
| Gpi Capital, L.P. | 0001836021 | Aug 14, 2025 | 4 | $286.9M |
| First United Bank & Trust | 0001214183 | Jul 18, 2025 | 388 | $286.9M |
| Post Oak Energy Holdings, LLC | 0001911838 | Aug 14, 2025 | 1 | $286.7M |
| Towne Trust Company, N.A | 0001102256 | Jul 18, 2025 | 326 | $286.5M |
| Hendley & Co. Inc. | 0001084207 | Jul 23, 2025 | 46 | $286.4M |
| Capital Today Evergreen Fund, L.P. | 0001625502 | Aug 4, 2025 | 3 | $286.3M |
| Berkshire Capital Holdings Inc. | 0001133742 | Aug 14, 2025 | 102 | $285.8M |
| Sicart Associates LLC | 0001696494 | Jul 18, 2025 | 72 | $285.8M |
| Headwater Capital Co Ltd | 0002036346 | Aug 12, 2025 | 12 | $285.7M |
| VCI Wealth Management LLC | 0002009388 | Jul 30, 2025 | 103 | $285.7M |
| Fairfield Financial Advisors, LTD | 0002033232 | Aug 1, 2025 | 71 | $285.4M |
| Reston Wealth Management LLC | 0001767617 | Aug 6, 2025 | 54 | $285.3M |
| Carmel Capital Partners, LLC | 0001900481 | Jul 29, 2025 | 154 | $285.2M |
| Blue Investment Partners LLC | 0001958029 | Aug 6, 2025 | 52 | $285.1M |
| Greenhaven Road Investment Management, L.P. | 0001741129 | Aug 13, 2025 | 18 | $284.8M |
| NWK Group, Inc. | 0001803054 | Aug 4, 2025 | 66 | $284.7M |
| Delta Financial Advisors LLC | 0001790295 | Aug 7, 2025 | 112 | $284.4M |
| Pine Harbor Wealth Management, LLC | 0002016051 | Aug 14, 2025 | 102 | $284.3M |
| LCNB Corp. | 0001074902 | Aug 11, 2025 | 181 | $284.2M |
| Harspring Capital Management, LLC | 0001652327 | Aug 13, 2025 | 17 | $284.2M |
| Horan Securities, Inc. | 0001671623 | Aug 6, 2025 | 152 | $284.2M |
| Lountzis Asset Management, LLC | 0001821168 | Jul 31, 2025 | 53 | $284.1M |
| Retirement Financial Solutions, LLC | 0001962532 | Mar 10, 2026 | 38 | $284.1M |
| Quattro Financial Advisors LLC | 0001705929 | Jul 21, 2025 | 80 | $283.8M |
| Left Brain Wealth Management, LLC | 0001957370 | Aug 12, 2025 | 96 | $283.8M |