| Patten Group, Inc. | 0001633207 | Jan 23, 2026 | 293 | $540.7M |
| Asset Allocation Strategies LLC | 0001922879 | Feb 13, 2026 | 162 | $540.4M |
| Cander Asset Management LP | 0002082399 | Feb 17, 2026 | 43 | $540.4M |
| Belvedere Trading LLC | 0001632341 | Feb 10, 2026 | 257 | $540.2M |
| Marotta Asset Management | 0001802091 | Jan 7, 2026 | 102 | $540.2M |
| Praesidium Investment Management Company, LLC | 0001320769 | Feb 17, 2026 | 12 | $540.0M |
| Pilgrim Global Advisors LLC | 0001963918 | Feb 17, 2026 | 3 | $539.8M |
| CacheTech Inc. | 0002013390 | Feb 18, 2026 | 228 | $539.7M |
| Encompass More Asset Management | 0002011218 | Feb 3, 2026 | 241 | $539.7M |
| Discipline Wealth Solutions, LLC | 0002010507 | Jan 26, 2026 | 168 | $539.5M |
| Stieven Capital Advisors, L.P. | 0001388279 | Feb 6, 2026 | 38 | $539.4M |
| Interchange Capital Partners, LLC | 0001845998 | Jan 30, 2026 | 424 | $539.1M |
| Broad Run Investment Management, LLC | 0001568621 | Feb 17, 2026 | 24 | $538.5M |
| Independent Investors Inc. | 0001121908 | Jan 15, 2026 | 69 | $538.1M |
| Liberty Capital Management, Inc. | 0001366838 | Jan 26, 2026 | 180 | $537.0M |
| Perkins Coie Trust Co | 0001513038 | Jan 12, 2026 | 273 | $537.0M |
| Symmetry Investments LP | 0001691919 | Feb 17, 2026 | 89 | $536.7M |
| Global View Capital Management LLC | 0001994495 | Jan 14, 2026 | 137 | $536.5M |
| LMG Wealth Partners, LLC | 0001965772 | Feb 2, 2026 | 153 | $536.0M |
| Financial Sense Advisors, Inc. | 0001358828 | Feb 13, 2026 | 147 | $535.8M |
| Moody Aldrich Partners LLC | 0000936941 | Jan 30, 2026 | 186 | $535.8M |
| Oakwell Private Wealth Management, LLC | 0001844024 | Jan 30, 2026 | 80 | $535.7M |
| Wedgewood Partners Inc. | 0000859804 | Feb 17, 2026 | 21 | $535.5M |
| Activest Wealth Management | 0001883134 | Jan 30, 2026 | 1,121 | $535.4M |
| Manchester Financial Inc. | 0000866590 | Feb 12, 2026 | 136 | $534.7M |
| Call To Action Foundation | 0001981942 | Feb 5, 2026 | 1 | $534.7M |
| Legacy Trust | 0001772483 | Jan 22, 2026 | 192 | $534.7M |
| Chemistry Wealth Management LLC | 0001910183 | Jan 6, 2026 | 200 | $534.5M |
| Orland Properties Ltd | 0001550093 | Feb 17, 2026 | 9 | $534.4M |
| Fourthstone LLC | 0001767803 | Feb 13, 2026 | 54 | $534.4M |
| Three Arch Wealth Management LLC | 0002109462 | Feb 13, 2026 | 59 | $533.7M |
| Iowa State Bank | 0001546967 | Jan 6, 2026 | 120 | $533.3M |
| Finepoint Capital LP | 0001608126 | Feb 13, 2026 | 7 | $532.8M |
| ERn Financial, LLC | 0001768302 | Jan 15, 2026 | 146 | $531.9M |
| Unio Capital LLC | 0001730565 | Feb 17, 2026 | 25 | $531.5M |
| Mason & Associates Inc | 0001917686 | Feb 5, 2026 | 157 | $531.3M |
| ShawSpring Partners LLC | 0001766908 | Feb 13, 2026 | 11 | $531.1M |
| Correct Capital Wealth Management | 0001844835 | Feb 12, 2026 | 110 | $531.1M |
| Steadview Capital Management LLC | 0001844008 | Feb 6, 2026 | 11 | $531.1M |
| Long Run Wealth Advisors, LLC | 0001903296 | Feb 2, 2026 | 106 | $530.7M |
| Nut Tree Capital Management, LP | 0001661655 | Feb 17, 2026 | 9 | $530.5M |
| Milestone Asset Management, LLC | 0001964722 | Jan 28, 2026 | 212 | $530.1M |
| Harvest Investment Services, LLC | 0001591097 | Feb 17, 2026 | 327 | $530.0M |
| Founders Financial Alliance, LLC | 0001832190 | Feb 12, 2026 | 607 | $529.8M |
| Sage Rhino Capital LLC | 0001771605 | Jan 30, 2026 | 308 | $529.4M |
| Lodge Hill Capital, LLC | 0001598245 | Feb 17, 2026 | 22 | $529.3M |
| Garrett Wealth Advisory Group, LLC | 0001729443 | Feb 4, 2026 | 119 | $529.1M |
| Lafayette Investments, Inc. | 0001308377 | Feb 4, 2026 | 156 | $529.1M |
| Rempart Asset Management Inc. | 0001844571 | Jan 12, 2026 | 35 | $529.1M |
| Broderick Brian C | 0001314376 | Feb 17, 2026 | 86 | $529.0M |
| Lynch & Associates | 0001108965 | Jan 7, 2026 | 124 | $528.9M |
| Goodman Financial Corp | 0001382303 | Jan 8, 2026 | 71 | $528.0M |
| West Virginia University Foundation, Inc | 0002109379 | Feb 24, 2026 | 2 | $528.0M |
| RWC Asset Advisors (us) LLC | 0001638081 | Feb 17, 2026 | 13 | $527.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0001998414 | Feb 9, 2026 | 1,209 | $527.7M |
| Pettinga Financial Advisors LLC | 0001694592 | Feb 12, 2026 | 148 | $527.3M |
| Conrad Siegel Investment Advisors, Inc. | 0001905875 | Jan 14, 2026 | 59 | $527.3M |
| McNamara Financial Services, Inc. | 0001622431 | Jan 21, 2026 | 101 | $527.2M |
| Requisite Capital Management, LLC | 0001730573 | Feb 5, 2026 | 123 | $527.2M |
| TruNorth Capital Management, LLC | 0001639695 | Feb 11, 2026 | 118 | $526.9M |
| Virtus Wealth Solutions LLC | 0002045870 | Jan 29, 2026 | 52 | $526.8M |
| Ashton Thomas Securities, LLC | 0000771572 | Feb 2, 2026 | 297 | $526.7M |
| Curran Financial Partners, LLC | 0001843867 | Jan 22, 2026 | 129 | $526.5M |
| Conversant Capital LLC | 0001850901 | Feb 17, 2026 | 13 | $526.5M |
| WestHill Financial Advisors, Inc. | 0001759641 | Jan 21, 2026 | 81 | $526.4M |
| Waterfront Wealth Inc. | 0001775210 | Jan 27, 2026 | 273 | $526.3M |
| Whalerock Point Partners, LLC | 0001389709 | Feb 13, 2026 | 193 | $525.7M |
| Hamilton Wealth, LLC | 0001760263 | Feb 19, 2026 | 114 | $525.7M |
| Cambridge Advisors Inc. | 0001633695 | Jan 21, 2026 | 176 | $525.3M |
| Systelligence, LLC | 0001882691 | Jan 22, 2026 | 52 | $525.3M |
| FFT Wealth Management LLC | 0001653199 | Feb 9, 2026 | 86 | $525.0M |
| Bernardo Wealth Planning LLC | 0001765595 | Jan 26, 2026 | 127 | $524.8M |
| Okabena Investment Services Inc. | 0001157519 | Feb 13, 2026 | 143 | $524.3M |
| Heron Bay Capital Management | 0001842149 | Feb 13, 2026 | 112 | $524.3M |
| Prestige Wealth Management Group LLC | 0001772715 | Feb 11, 2026 | 1,010 | $524.1M |
| Machina Capital S.A.S. | 0001744373 | Feb 10, 2026 | 341 | $523.9M |
| TrueMark Investments, LLC | 0001974457 | Jan 14, 2026 | 240 | $523.5M |
| M. Kulyk & Associates, LLC | 0001842370 | Jan 8, 2026 | 107 | $523.3M |
| Dividend Assets Capital, LLC | 0001365167 | Feb 12, 2026 | 138 | $523.3M |
| Jmac Enterprises LLC | 0001907294 | Jan 21, 2026 | 123 | $523.2M |
| Kirr Marbach & Co. LLC | 0000764112 | Jan 26, 2026 | 58 | $523.2M |
| Blue Zone Wealth Advisors, LLC | 0001803106 | Jan 21, 2026 | 136 | $522.9M |
| Curbstone Financial Management Corp | 0001608057 | Jan 23, 2026 | 201 | $522.7M |
| Kapitalo Investimentos Ltda | 0001798686 | Jan 28, 2026 | 35 | $522.4M |
| GoalVest Advisory LLC | 0001839307 | Jan 5, 2026 | 513 | $522.1M |
| BCM Advisors, LLC | 0001373017 | Jan 26, 2026 | 73 | $521.9M |
| Talaria Asset Management Pty Ltd | 0002026352 | Feb 17, 2026 | 11 | $521.9M |
| Seeds Investor LLC | 0002021047 | Jan 27, 2026 | 266 | $521.7M |
| ESL Trust Services, LLC | 0001785545 | Feb 10, 2026 | 256 | $521.0M |
| Alvarez & Marsal Private Wealth Partners, LLC | 0002109121 | Feb 13, 2026 | 112 | $520.5M |
| Great Diamond Partners, LLC | 0001801112 | Feb 6, 2026 | 227 | $519.7M |
| Financial Gravity Asset Management, Inc. | 0001741736 | Feb 13, 2026 | 789 | $519.5M |
| Mattern Wealth Management LLC | 0001802376 | Jan 16, 2026 | 156 | $519.5M |
| Hazelview Securities Inc. | 0001705265 | Feb 17, 2026 | 42 | $519.5M |
| Covenant Asset Management, LLC | 0001697717 | Jan 30, 2026 | 140 | $518.9M |
| Canton Hathaway, LLC | 0001755785 | Jan 21, 2026 | 279 | $518.6M |
| Shah Capital Management | 0001383838 | Jan 15, 2026 | 12 | $518.5M |
| Sands Capital Alternatives, LLC | 0001846444 | Feb 13, 2026 | 20 | $518.5M |
| Cedar Mountain Advisors, LLC | 0001798986 | Feb 11, 2026 | 757 | $518.4M |
| Bedell Frazier Investment Counselling, LLC | 0001388142 | Feb 17, 2026 | 133 | $518.3M |