| Entruity Wealth, LLC | 0001719303 | Feb 3, 2026 | 45 | $140.3M |
| Arbor Wealth Advisors LLC | 0002009890 | Jan 12, 2026 | 56 | $140.3M |
| Breakout Capital Partners, LP | 0001935243 | Feb 17, 2026 | 7 | $140.4M |
| Perspective Wealth Advisors LLC | 0002080427 | Feb 13, 2026 | 55 | $140.4M |
| Pine Haven Investment Counsel, Inc | 0001899753 | Jan 8, 2026 | 116 | $140.5M |
| Kagan Cocozza Asset Management | 0002064489 | Jan 23, 2026 | 64 | $140.6M |
| Integrated Financial Solutions, Inc. | 0002086529 | Jan 23, 2026 | 32 | $140.6M |
| Bulwark Capital Corp | 0002075899 | Jan 12, 2026 | 96 | $140.6M |
| Brightlight Capital Management LP | 0001802838 | Feb 17, 2026 | 9 | $140.7M |
| Hauser Brothers GmbH | 0001508236 | Feb 13, 2026 | 4 | $140.7M |
| Reflection Asset Management | 0002108398 | Mar 2, 2026 | 506 | $140.7M |
| Balanced Rock Investment Advisors LLC | 0002011851 | Feb 13, 2026 | 92 | $140.7M |
| Ipsen Advisor Group LLC | 0001964922 | Feb 11, 2026 | 102 | $140.7M |
| DeLarme Wealth Management, Inc. | 0002070361 | Jan 26, 2026 | 62 | $140.8M |
| Sherrill & Hutchins Financial Advisory, Inc | 0002005607 | Jan 12, 2026 | 13 | $141.0M |
| Bannerman Wealth Management Group, LLC | 0002058816 | Jan 7, 2026 | 33 | $141.1M |
| Pine Brook Road Advisors, L.P. | 0001630691 | Jan 21, 2026 | 1 | $141.1M |
| Brian Low Financial Group, LLC | 0002079080 | Feb 13, 2026 | 116 | $141.1M |
| Piper Sandler & Co. | 0000724683 | Feb 12, 2026 | 25 | $141.2M |
| Tableaux LLC | 0002060663 | Feb 17, 2026 | 88 | $141.2M |
| Jacksonville Wealth Management, LLC | 0002048486 | Feb 4, 2026 | 74 | $141.2M |
| Ivory Union Consulting Ltd | 0002065347 | Apr 21, 2026 | 4 | $141.3M |
| Lykos Global Management, LP | 0002009895 | Feb 17, 2026 | 36 | $141.4M |
| KOM Wealth Management Group, LLC | 0001804116 | Jan 23, 2026 | 86 | $141.4M |
| Flagship Capital Management Inc. | 0002106796 | Jan 22, 2026 | 47 | $141.4M |
| JP Wealth Management, Inc. | 0001967622 | Jan 15, 2026 | 15 | $141.5M |
| Arsenal Capital Advisors LLC | 0002109474 | Feb 11, 2026 | 98 | $141.5M |
| Bantamac Capital, LLC | 0001794972 | Feb 10, 2026 | 68 | $141.5M |
| Northeast Planning Associates, Inc. / NH / | 0001914515 | Feb 4, 2026 | 52 | $141.5M |
| Hummer Financial Advisory Services Inc | 0001802279 | Jan 12, 2026 | 117 | $141.5M |
| Marvin & Palmer Associates Inc. | 0000860645 | Feb 11, 2026 | 27 | $141.6M |
| Bank & Trust Co | 0002026082 | Jan 13, 2026 | 296 | $141.6M |
| Sound Financial Strategies Group, LLC | 0001800620 | Feb 3, 2026 | 109 | $141.6M |
| S. R. Schill & Associates | 0001616004 | Jan 23, 2026 | 25 | $141.6M |
| Cannon Wealth Management Services, LLC | 0002043725 | Jan 27, 2026 | 83 | $141.7M |
| Cannon Advisors, Inc. | 0001805370 | Jan 15, 2026 | 83 | $141.8M |
| Hedges Asset Management LLC | 0001906202 | Jan 27, 2026 | 108 | $141.8M |
| Visa Foundation | 0001709478 | Feb 10, 2026 | 1 | $141.9M |
| Villanova Investment Management Co LLC | 0001872130 | Feb 26, 2026 | 57 | $141.9M |
| GreatBanc Trust CO | 0001427099 | Feb 12, 2026 | 72 | $141.9M |
| Ibex Investors LLC | 0001531964 | Feb 11, 2026 | 14 | $142.0M |
| Hopwood Financial Services, Inc. | 0002023166 | Jan 16, 2026 | 90 | $142.0M |
| Occam Crest Management LP | 0002085909 | Feb 13, 2026 | 27 | $142.0M |
| Mountain Capital Management, LLC | 0002096127 | Feb 17, 2026 | 1 | $142.1M |
| Constant Guidance Financial LLC | 0001995383 | Feb 10, 2026 | 48 | $142.2M |
| Brandywine Asset Management, Inc. | 0002106766 | Feb 12, 2026 | 15 | $142.3M |
| Synergy Financial Group, LTD | 0001905669 | Feb 17, 2026 | 115 | $142.3M |
| Commons Capital, LLC | 0001912835 | Jan 5, 2026 | 110 | $142.3M |
| Gladwyn Financial Advisors, Inc. | 0002078684 | Jan 8, 2026 | 87 | $142.3M |
| Asset Planning,Inc | 0002048547 | Feb 3, 2026 | 294 | $142.3M |
| Tme Financial, Inc. | 0002056230 | Jan 27, 2026 | 72 | $142.4M |
| Piscataqua Savings Bank | 0001855835 | Jan 16, 2026 | 404 | $142.5M |
| Brown University | 0001664741 | Jan 30, 2026 | 10 | $142.6M |
| Pin Oak Investment Advisors Inc. | 0001094584 | Feb 13, 2026 | 501 | $142.6M |
| Safir Wealth Advisors, LLC | 0001830103 | Jan 6, 2026 | 17 | $142.6M |
| Integrity Wealth Advisors, Inc. | 0001951908 | Feb 17, 2026 | 71 | $142.7M |
| Guided Capital Wealth Management, LLC | 0001849618 | Jan 15, 2026 | 36 | $142.7M |
| Spear Advisors LLC | 0002119894 | Mar 13, 2026 | 21 | $142.7M |
| SwitchPoint Financial Planning, LLC | 0002055526 | Feb 17, 2026 | 62 | $142.8M |
| Fosse Capital Partners LLP | 0001789908 | Feb 12, 2026 | 2 | $142.8M |
| Yorktown Energy Partners XI, L.P. | 0001667954 | Feb 17, 2026 | 4 | $142.9M |
| Roger Wittlin Investment Advisory, LLC | 0001911328 | Jan 20, 2026 | 39 | $143.0M |
| Magnolia Private Wealth, LLC | 0002055130 | Feb 6, 2026 | 120 | $143.1M |
| QVR LLC | 0001718858 | Jan 28, 2026 | 55 | $143.1M |
| Copos Capital B.V. | 0002111344 | Feb 23, 2026 | 45 | $143.2M |
| WealthTrust Asset Management, LLC | 0001867894 | Feb 4, 2026 | 78 | $143.2M |
| bLong Financial, LLC | 0001943004 | Feb 5, 2026 | 74 | $143.2M |
| Pavaki Capital Management LLC | 0002143027 | Aug 7, 2026 | 95 | $143.2M |
| Black Cypress Capital Management, LLC | 0002022614 | Feb 10, 2026 | 28 | $143.3M |
| Cornerstone Financial Group, LLC | 0002056783 | Feb 11, 2026 | 72 | $143.3M |
| Blodgett Wealth Advisors, LLC | 0001907826 | Jan 29, 2026 | 61 | $143.3M |
| Durante & Waters, LLC | 0001666582 | Jan 30, 2026 | 32 | $143.4M |
| LongView Asset Management LLC | 0002053960 | Feb 9, 2026 | 51 | $143.4M |
| Phil A. Younker & Associates, Ltd. | 0002063635 | Jan 27, 2026 | 36 | $143.4M |
| Opinicus Capital, Inc. | 0002009743 | Feb 4, 2026 | 102 | $143.4M |
| Masterton Capital Management, LP | 0001817145 | Feb 17, 2026 | 22 | $143.5M |
| SpringVest Wealth Management LLC | 0002058986 | Jan 23, 2026 | 73 | $143.5M |
| Aspire Growth Partners LLC | 0002055568 | Feb 5, 2026 | 123 | $143.6M |
| Stoneridge Investment Partners LLC | 0001108831 | Feb 5, 2026 | 126 | $143.7M |
| Brickwood Asset Management LLP | 0002056939 | Feb 10, 2026 | 8 | $143.7M |
| Dahring | Cusmano LLC | 0002053669 | Feb 5, 2026 | 49 | $143.8M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0002016209 | Jan 20, 2026 | 44 | $143.8M |
| FSA Advisors, Inc. | 0001905627 | Feb 2, 2026 | 213 | $143.9M |
| Campion Asset Management | 0001843492 | Feb 17, 2026 | 80 | $144.0M |
| Cathy Pareto & Associates, Inc. | 0002045974 | Jan 23, 2026 | 92 | $144.1M |
| Cornerstone Wealth Partners, LLC | 0002109292 | Feb 17, 2026 | 20 | $144.1M |
| Teton Advisors, LLC | 0002086025 | Feb 5, 2026 | 152 | $144.1M |
| Cornerstone Select Advisors, LLC | 0002055366 | Feb 10, 2026 | 117 | $144.1M |
| Impact Investors, Inc | 0001824539 | Jan 21, 2026 | 93 | $144.2M |
| Ridgeline Wealth, LLC | 0001934226 | Jan 8, 2026 | 52 | $144.2M |
| Randall & Associates Wealth Management | 0002011901 | Jan 14, 2026 | 57 | $144.3M |
| Compass Planning Associates Inc | 0002046823 | Jan 22, 2026 | 30 | $144.4M |
| Amara Financial, Llc. | 0001934965 | Feb 3, 2026 | 46 | $144.4M |
| HC Advisors, LLC | 0001803295 | Feb 11, 2026 | 60 | $144.5M |
| Exchange Bank | 0002001155 | Jan 13, 2026 | 121 | $144.6M |
| Crescent Park Management, L.P. | 0001629984 | Feb 13, 2026 | 18 | $144.8M |
| GeoSphere Capital Management, LLC | 0001426876 | Feb 9, 2026 | 34 | $144.8M |
| Bank of Marin | 0001801145 | Feb 17, 2026 | 130 | $144.8M |
| Tide Cove Capital Partners LLC | 0002029464 | Feb 10, 2026 | 13 | $144.9M |
| Accordant Advisory Group Inc | 0002013499 | Jan 22, 2026 | 175 | $144.9M |