| Mills Wealth Advisors LLC | 0002029294 | Jan 27, 2026 | 70 | $253.6M |
| ACT Advisors, LLC. | 0001842554 | Jan 14, 2026 | 65 | $253.7M |
| Evergreen Private Wealth LLC | 0002010098 | Jan 28, 2026 | 91 | $253.7M |
| Howard Bailey Securities, LLC | 0002043986 | Feb 11, 2026 | 141 | $253.8M |
| Shrier Wealth Management, LLC | 0002075389 | Jan 15, 2026 | 126 | $253.9M |
| Ransom Advisory, Ltd | 0002065136 | Jan 6, 2026 | 433 | $253.9M |
| Ruggaard & Associates LLC | 0001971230 | Feb 20, 2026 | 121 | $254.0M |
| Aubrey Capital Management Ltd | 0001730754 | Feb 4, 2026 | 53 | $254.1M |
| Flagship Private Wealth, LLC | 0001842560 | Feb 4, 2026 | 112 | $254.2M |
| SFG Wealth Management, LLC. | 0001908914 | Feb 3, 2026 | 130 | $254.5M |
| Urban Financial Advisory Corp | 0002005378 | Feb 4, 2026 | 54 | $254.7M |
| Spreng Capital Management, Inc. | 0001800913 | Jan 30, 2026 | 75 | $254.7M |
| Bain Capital Venture Investors, LLC | 0001309469 | Feb 17, 2026 | 3 | $254.7M |
| Unique Wealth Strategies, LLC | 0002009809 | Jul 14, 2026 | 200 | $254.7M |
| Brilliance Asset Management Ltd. | 0001665751 | Feb 12, 2026 | 6 | $254.8M |
| Wealth Analytics Partners, LLC | 0002110717 | Feb 17, 2026 | 47 | $255.0M |
| TRV GP Iv, LLC | 0001688325 | Feb 13, 2026 | 2 | $255.1M |
| AAFMAA Wealth Management & Trust LLC | 0001846160 | Jan 7, 2026 | 85 | $255.1M |
| Mendon Capital Advisors Corp. | 0001177043 | Feb 18, 2026 | 50 | $255.2M |
| Hapanowicz & Associates Financial Services, Inc | 0001695959 | Feb 11, 2026 | 34 | $255.2M |
| NVP Associates, LLC | 0001545692 | Feb 17, 2026 | 6 | $255.2M |
| Mine & Arao Wealth Creation & Management, LLC. | 0001802994 | Jan 27, 2026 | 76 | $255.5M |
| Saranac Partners Ltd | 0002098745 | Feb 6, 2026 | 74 | $255.6M |
| Trellis Wealth Advisors LLC | 0001989031 | Jan 26, 2026 | 44 | $255.7M |
| HFM Investment Advisors, LLC | 0002067972 | Feb 5, 2026 | 1,278 | $255.8M |
| ASO GROUP Ltd | 0002108771 | Feb 12, 2026 | 55 | $255.9M |
| Grunden Financial Advisory, Inc. | 0002010014 | Jan 27, 2026 | 35 | $255.9M |
| Waterford Advisors, LLC | 0001960657 | Feb 20, 2026 | 48 | $256.0M |
| TCFG Wealth Management, LLC | 0001548059 | Feb 13, 2026 | 268 | $256.0M |
| Bigelow Investment Advisors, LLC | 0001729516 | Jan 28, 2026 | 149 | $256.0M |
| New England Capital Financial Advisors LLC | 0001964652 | Feb 2, 2026 | 426 | $256.0M |
| Sellwood Investment Partners LLC | 0001763958 | Jan 26, 2026 | 59 | $256.1M |
| Hatch Cove Capital, LLC | 0002049307 | Feb 13, 2026 | 22 | $256.2M |
| Trueblood Wealth Management, LLC | 0002005380 | Jan 21, 2026 | 252 | $256.2M |
| EntryPoint Capital, LLC | 0001992519 | Feb 12, 2026 | 639 | $256.3M |
| Meramec Financial Planners, LLC | 0002100778 | Feb 10, 2026 | 518 | $256.6M |
| GPM Growth Investors, Inc. | 0001799367 | Jan 30, 2026 | 42 | $256.6M |
| Prosperitas Financial LLC | 0002001016 | Feb 4, 2026 | 77 | $256.6M |
| Cora Capital Advisors LLC | 0001964530 | Jan 28, 2026 | 135 | $256.7M |
| Register Financial Advisors LLC | 0001962636 | Jan 21, 2026 | 351 | $256.8M |
| Eos Management, L.P. | 0001548882 | Mar 12, 2026 | 43 | $256.8M |
| TradeWell Securities, LLC. | 0002066232 | Feb 9, 2026 | 45 | $256.9M |
| Adaptive Financial Consulting, LLC | 0001804717 | Feb 11, 2026 | 18 | $257.1M |
| O'ROURKE & COMPANY, Inc | 0001911468 | Jan 28, 2026 | 168 | $257.1M |
| SWAN Capital LLC | 0001952722 | Feb 12, 2026 | 513 | $257.1M |
| Eukles Asset Management | 0001632553 | Feb 9, 2026 | 230 | $257.2M |
| Vivid Wealth Management, LLC | 0002007281 | Jan 30, 2026 | 64 | $257.3M |
| Hoertkorn Richard Charles | 0001598177 | Jan 27, 2026 | 78 | $257.4M |
| Mayfair Advisory Group, LLC | 0001801926 | Jan 21, 2026 | 177 | $257.5M |
| Tiemann Investment Advisors, LLC | 0001575151 | Feb 13, 2026 | 204 | $257.5M |
| FIDELIS iM, LLC | 0001894206 | Jan 23, 2026 | 25 | $257.5M |
| Hanover Advisors Inc. | 0000914973 | Feb 17, 2026 | 109 | $257.6M |
| JDM Financial Group LLC | 0001960212 | Feb 2, 2026 | 248 | $257.6M |
| Lloyd Advisory Services, LLC. | 0001802474 | Feb 6, 2026 | 563 | $257.8M |
| Silver Lake Advisory, LLC | 0001596055 | Jan 9, 2026 | 103 | $257.8M |
| Palisades Hudson Asset Management, L.P. | 0001388443 | Jan 30, 2026 | 101 | $257.9M |
| Bryant Woods Investment Advisors, LLC | 0001910641 | Jan 23, 2026 | 49 | $258.0M |
| Peloton Wealth Strategists | 0001080132 | Feb 17, 2026 | 90 | $258.1M |
| Dover Advisors, LLC | 0001964541 | Feb 10, 2026 | 165 | $258.1M |
| Socorro Asset Management LP | 0001781882 | Feb 18, 2026 | 32 | $258.2M |
| Victrix Investment Advisors | 0002055229 | Feb 11, 2026 | 104 | $258.2M |
| S Squared Technology, LLC | 0001322924 | Feb 13, 2026 | 32 | $258.2M |
| Riverwater Partners LLC | 0001882572 | Feb 12, 2026 | 212 | $258.4M |
| Weitzel Financial Services, Inc. | 0001846789 | Feb 3, 2026 | 47 | $258.4M |
| Abound Financial, LLC | 0002024264 | Feb 17, 2026 | 276 | $258.4M |
| AMS Capital Ltda | 0001717977 | Jan 21, 2026 | 14 | $258.5M |
| Intrepid Capital Management Inc. | 0001092838 | Feb 13, 2026 | 107 | $258.5M |
| Enstar Group LTD | 0001363829 | Feb 13, 2026 | 11 | $258.5M |
| Ducere Wealth Management LLC | 0002083656 | May 15, 2026 | 130 | $258.6M |
| InvesTrust | 0002050848 | Jan 14, 2026 | 94 | $258.6M |
| Pivotal bioVenture Partners Investment Advisor LLC | 0001844645 | Feb 13, 2026 | 12 | $258.7M |
| Gallacher Capital Management LLC | 0001960749 | Feb 3, 2026 | 293 | $258.7M |
| Samjo Management, LLC | 0001986590 | Feb 17, 2026 | 56 | $258.7M |
| Akuna Securities LLC | 0001529090 | Feb 12, 2026 | 11 | $258.8M |
| Continuum Wealth Advisors, LLC | 0001966482 | Feb 4, 2026 | 78 | $258.9M |
| Bluestem Financial Advisors, LLC | 0001820680 | Jan 21, 2026 | 30 | $258.9M |
| Ceera Investments, LLC | 0001860698 | Feb 9, 2026 | 87 | $258.9M |
| Saraza Management, LP | 0001894188 | Feb 13, 2026 | 15 | $259.0M |
| Turim 21 Investimentos Ltda. | 0001652174 | Feb 17, 2026 | 115 | $259.0M |
| Aerodigm Wealth, LLC | 0001927705 | Apr 21, 2026 | 95 | $259.1M |
| Hall Capital Management Co. Inc. | 0001122490 | Feb 17, 2026 | 98 | $259.1M |
| Penney Financial, LLC | 0002049857 | Jan 21, 2026 | 49 | $259.1M |
| Engle Capital Management, L.P. | 0001684868 | Feb 17, 2026 | 27 | $259.1M |
| Highland Peak Capital, LLC | 0001961320 | Feb 12, 2026 | 12 | $259.4M |
| Formula Growth Ltd. | 0001093219 | Feb 13, 2026 | 125 | $259.5M |
| VMS Asset Management Limited | 0002107719 | Feb 11, 2026 | 42 | $259.6M |
| Tensor Edge Capital, LLC | 0002096531 | Feb 6, 2026 | 13 | $259.7M |
| Grey Rock Energy Management, LLC | 0002053459 | Jan 26, 2026 | 1 | $259.8M |
| TL Private Wealth | 0001802868 | Jan 12, 2026 | 46 | $259.8M |
| Applied Capital LLC | 0001862965 | Jan 16, 2026 | 52 | $259.8M |
| Phoenix Wealth Advisors | 0001842362 | Jan 22, 2026 | 127 | $260.0M |
| Green Court Capital Management Ltd | 0001710785 | Feb 10, 2026 | 4 | $260.1M |
| Titan Wealth (CI) Ltd | 0002109452 | Feb 17, 2026 | 66 | $260.1M |
| Disciplined Investments, LLC | 0001812492 | Feb 5, 2026 | 130 | $260.1M |
| Compass Capital Corp. /Ma/ | 0000749763 | Feb 12, 2026 | 187 | $260.2M |
| Murphy Pohlad Asset Management LLC | 0001569148 | Feb 9, 2026 | 125 | $260.4M |
| Garner Asset Management Corp | 0001714093 | Feb 3, 2026 | 425 | $260.6M |
| Wittenberg Investment Management, Inc. | 0001697790 | Feb 13, 2026 | 72 | $260.7M |
| Smith Shellnut Wilson LLC | 0000944317 | Aug 3, 2026 | 142 | $260.8M |
| Harbor Island Capital LLC | 0001730580 | Jan 23, 2026 | 15 | $260.8M |