| Pathfinder Wealth Consulting, Inc. | 0002108842 | Feb 9, 2026 | 166 | $158.4M |
| American Alpha Advisors, LLC | 0002041441 | Feb 17, 2026 | 82 | $158.5M |
| ELCO Management Co., LLC | 0001690717 | Feb 4, 2026 | 156 | $158.6M |
| Southern Capital Services Inc. | 0000711987 | Feb 27, 2026 | 27 | $158.7M |
| Round Hill Asset Management | 0001696438 | Feb 12, 2026 | 63 | $158.7M |
| Gentry Private Wealth, LLC | 0002022634 | Jan 28, 2026 | 96 | $158.7M |
| Impala Asset Management LLC | 0001317679 | Feb 13, 2026 | 23 | $158.7M |
| Riverbend Wealth Management, LLC | 0002055570 | Jan 29, 2026 | 148 | $158.8M |
| International Private Wealth Advisors LLC | 0002022637 | Jan 14, 2026 | 156 | $158.8M |
| Coastline Complete Wealth LLC | 0002112134 | Feb 24, 2026 | 50 | $158.8M |
| GEN Financial Management, INC. | 0002032497 | Jan 15, 2026 | 47 | $158.8M |
| Cooper Capital Advisors LLC | 0001957878 | Feb 12, 2026 | 42 | $158.9M |
| Crew Capital Management, Ltd | 0001835669 | Jan 16, 2026 | 111 | $158.9M |
| Alcosta Capital Management, Inc. | 0001842509 | Feb 13, 2026 | 25 | $158.9M |
| Hillman Capital Management, Inc. | 0001314620 | Feb 17, 2026 | 56 | $158.9M |
| TOWER TRUST & INVESTMENT Co | 0002067591 | Jan 21, 2026 | 204 | $158.9M |
| Scientech Research LLC | 0002011556 | Feb 17, 2026 | 479 | $159.0M |
| Mustard Seed Financial, LLC | 0002011321 | Jan 23, 2026 | 86 | $159.1M |
| Forthright Family Wealth Advisory LLC | 0002008648 | Feb 23, 2026 | 47 | $159.1M |
| Gutierrez Wealth Advisory, LLC | 0001965923 | Feb 6, 2026 | 62 | $159.2M |
| Rochester Wealth Strategies, LLC | 0001958456 | Jan 15, 2026 | 24 | $159.3M |
| Lifetime Wealth Management P.C. | 0002116339 | Mar 25, 2026 | 89 | $159.3M |
| Holcombe Financial, Inc. | 0002056177 | Jan 27, 2026 | 48 | $159.3M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0001015877 | Feb 12, 2026 | 79 | $159.3M |
| Blue Water Life Science Advisors, LP | 0001789778 | Feb 17, 2026 | 9 | $159.3M |
| Graphene Investments SAS | 0001965776 | Jan 27, 2026 | 44 | $159.5M |
| Blue Door Asset Management, LLC | 0001909147 | Feb 17, 2026 | 18 | $159.6M |
| Members Wealth LLC | 0002059574 | Jan 28, 2026 | 106 | $159.7M |
| Tru Independence Asset Management 2, LLC | 0001849497 | Feb 24, 2026 | 86 | $159.8M |
| Canandaigua National Trust Co of Florida | 0001471384 | Jan 30, 2026 | 129 | $159.8M |
| Allianz Investment Management LLC | 0001140038 | Feb 11, 2026 | 29 | $159.8M |
| Patrick M Sweeney & Associates, Inc. | 0002010453 | Feb 4, 2026 | 159 | $159.9M |
| Principia Wealth Advisory, LLC | 0002041436 | Feb 10, 2026 | 1,015 | $159.9M |
| Ballast Rock Private Wealth LLC | 0002106928 | Feb 4, 2026 | 171 | $160.0M |
| Sagil Capital LLP | 0001747744 | Feb 12, 2026 | 17 | $160.0M |
| General Equity Holdings LP | 0001700362 | Feb 17, 2026 | 12 | $160.0M |
| Rare Wolf Capital LLC | 0002105393 | Feb 19, 2026 | 123 | $160.1M |
| Providence Wealth Advisors, LLC | 0001744955 | Feb 6, 2026 | 87 | $160.1M |
| English Capital Management LLC | 0002010442 | Feb 10, 2026 | 34 | $160.1M |
| Flywheel Private Wealth LLC | 0002029680 | Jan 14, 2026 | 84 | $160.2M |
| Pacific Park Financial, Inc. | 0002107255 | Jan 30, 2026 | 74 | $160.2M |
| Sterling Manor Financial, LLC | 0001842015 | Jan 7, 2026 | 35 | $160.3M |
| Cyr Financial Inc. | 0002010666 | Jan 16, 2026 | 58 | $160.4M |
| New Mountain Capital, L.L.C. | 0001407718 | Feb 17, 2026 | 1 | $160.4M |
| BFI Infinity Ltd. | 0002043810 | Jul 24, 2026 | 50 | $160.6M |
| Investment Partners Asset Management, Inc. | 0001384416 | Jan 15, 2026 | 159 | $160.6M |
| TPG Advisors LLC | 0002033388 | Jan 21, 2026 | 108 | $160.7M |
| Moon Capital Management LP | 0001387303 | Feb 17, 2026 | 11 | $160.7M |
| 7G Capital Management, LLC | 0001720350 | Feb 17, 2026 | 11 | $160.8M |
| Cox Capital Mgt LLC | 0001748728 | Jan 14, 2026 | 62 | $160.8M |
| Rayburn West Financial Services LLC | 0002107467 | Feb 5, 2026 | 80 | $160.9M |
| Orleans Capital Management Corp. | 0001013234 | Feb 13, 2026 | 121 | $161.0M |
| Three Magnolias Financial Advisors, LLC | 0002056795 | Jan 20, 2026 | 105 | $161.0M |
| Peregrine Investment Management Inc. | 0002053303 | Feb 4, 2026 | 19 | $161.0M |
| VERITY Wealth Advisors | 0001763138 | Jan 7, 2026 | 81 | $161.1M |
| Manuka Financial, LLC | 0002049064 | Jan 28, 2026 | 57 | $161.1M |
| Spahn Wealth & Retirement LLC | 0001949033 | Feb 13, 2026 | 37 | $161.2M |
| Peoples Bank | 0000934866 | Jan 29, 2026 | 97 | $161.2M |
| FFG Retirement Advisors LLC | 0001966438 | Jan 12, 2026 | 44 | $161.2M |
| Camelot Portfolios, LLC | 0001569766 | Jan 29, 2026 | 599 | $161.3M |
| Murchinson Ltd. | 0001838556 | Feb 17, 2026 | 41 | $161.4M |
| BayBridge Capital Group, LLC | 0001898297 | Jan 16, 2026 | 95 | $161.4M |
| Legacy PCG, LLC | 0001952532 | Feb 10, 2026 | 67 | $161.5M |
| Bridge Generations Wealth Management LLC | 0002056071 | Feb 10, 2026 | 129 | $161.5M |
| Pring Turner Capital Group Inc. | 0001568839 | Feb 10, 2026 | 68 | $161.6M |
| 22C Capital LLC | 0002075659 | Feb 17, 2026 | 1 | $161.6M |
| Copley Financial Group, Inc. | 0002045258 | Feb 17, 2026 | 112 | $161.6M |
| ZynergyRetirementPlanningLLC | 0002031137 | Jan 9, 2026 | 26 | $162.0M |
| Financial Harvest, LLC | 0002052933 | Feb 10, 2026 | 62 | $162.0M |
| Ti-Trust, Inc. | 0001802284 | Jan 23, 2026 | 129 | $162.0M |
| Braun-Bostich & Associates Inc. | 0001740842 | Jan 14, 2026 | 125 | $162.0M |
| Helix Partners Management LP | 0001995612 | Feb 13, 2026 | 10 | $162.0M |
| Navigoe, LLC | 0002056100 | Feb 3, 2026 | 269 | $162.0M |
| Old Peak Finance LLC | 0002080991 | Feb 10, 2026 | 87 | $162.0M |
| Del-Sette Capital Management, LLC | 0001610580 | Feb 2, 2026 | 54 | $162.1M |
| Syntax Research, Inc. | 0001999827 | Feb 2, 2026 | 173 | $162.1M |
| Axecap Investments, LLC | 0002030036 | Jan 29, 2026 | 73 | $162.1M |
| Downshift Financial, LLC | 0002118380 | Mar 11, 2026 | 68 | $162.2M |
| DecisionMap Wealth Management, LLC | 0002001526 | Jan 7, 2026 | 134 | $162.2M |
| Warner Group LLC | 0002073617 | Feb 6, 2026 | 74 | $162.3M |
| Gould Capital, LLC | 0001908965 | Feb 13, 2026 | 201 | $162.3M |
| Livet Wealth, LLC | 0002111409 | Feb 13, 2026 | 116 | $162.3M |
| Steadtrust LLC | 0002097595 | Jan 21, 2026 | 121 | $162.4M |
| EJMK Ventures LLC | 0002113915 | Mar 3, 2026 | 175 | $162.5M |
| Paragon Financial Partners, Inc. | 0001910845 | Jan 21, 2026 | 75 | $162.5M |
| Lummis Asset Management, LP | 0002011652 | Feb 10, 2026 | 189 | $162.6M |
| Caldwell Investment Management Ltd. | 0001904373 | Feb 11, 2026 | 29 | $162.6M |
| Arlington Capital Management, Inc. | 0001606507 | Jan 6, 2026 | 107 | $162.7M |
| St. Louis Financial Planners Asset Management, LLC | 0001966171 | Jan 7, 2026 | 43 | $162.7M |
| Brewster Financial Planning LLC | 0001898145 | Jan 14, 2026 | 26 | $162.7M |
| Live Oak Investment Partners | 0001822262 | Jan 29, 2026 | 84 | $162.7M |
| Westco Advisory Services Inc. | 0000946310 | May 13, 2026 | 93 | $162.7M |
| Obsido Oy | 0002067281 | Feb 17, 2026 | 20 | $162.8M |
| Erickson Financial Group, LLC | 0001797734 | Jan 21, 2026 | 25 | $162.8M |
| Kastel Capital Advisors, LLC | 0002111663 | Feb 18, 2026 | 55 | $162.9M |
| Columbia River Financial Group, LLC | 0002057074 | Feb 12, 2026 | 54 | $162.9M |
| Catalina Capital Group, LLC | 0002018090 | Jan 16, 2026 | 161 | $163.0M |
| Panoramic Capital Partners, LLC | 0002052992 | Jan 7, 2026 | 62 | $163.1M |
| BCO Wealth Management LLC | 0002054749 | Jan 14, 2026 | 41 | $163.1M |
| Saxony Capital Management, LLC | 0001561330 | Jan 15, 2026 | 161 | $163.1M |