| Brand Asset Management Group, Inc. | 0001748766 | Feb 11, 2026 | 171 | $357.6M |
| Investment Management Associates Inc. | 0000052024 | Feb 3, 2026 | 26 | $357.6M |
| Trinity Financial Advisors LLC | 0001809574 | Jan 13, 2026 | 95 | $357.6M |
| Van Strum & Towne Inc. | 0001080173 | Feb 3, 2026 | 114 | $357.5M |
| Libra Wealth LLC | 0001925385 | Jan 28, 2026 | 67 | $357.4M |
| Martin Investment Management, LLC | 0001511888 | Feb 10, 2026 | 49 | $357.4M |
| Drummond Knight Asset Management Pty Ltd | 0001808029 | Jan 21, 2026 | 11 | $357.3M |
| Legacy CG, LLC | 0001904825 | Jan 26, 2026 | 46 | $357.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0001697375 | Feb 2, 2026 | 333 | $357.2M |
| Cypress Capital, LLC | 0001729939 | Feb 6, 2026 | 93 | $357.1M |
| 2Xideas AG | 0001843587 | Feb 17, 2026 | 50 | $357.0M |
| ParaFi Capital LP | 0001919332 | Feb 13, 2026 | 15 | $356.9M |
| Capital Planning LLC | 0001790688 | Jan 23, 2026 | 84 | $356.9M |
| Westend Capital Management, LLC | 0001331997 | Jan 15, 2026 | 238 | $356.9M |
| Haverford Financial Services, Inc. | 0001347683 | Feb 13, 2026 | 48 | $356.8M |
| Peak Planning Group, LLC | 0002097384 | Feb 13, 2026 | 120 | $356.7M |
| OLIO Financial Planning | 0001906766 | Jan 21, 2026 | 71 | $356.5M |
| Bluefin Capital Management, LLC | 0001144208 | Apr 29, 2026 | 129 | $356.1M |
| Wood Tarver Financial Group, LLC | 0002059344 | Feb 12, 2026 | 151 | $356.1M |
| Divisar Capital Management LLC | 0001645721 | Feb 17, 2026 | 26 | $355.9M |
| Leeward Financial Partners, LLC | 0001735201 | Feb 9, 2026 | 96 | $355.8M |
| McMill Wealth Management | 0002056447 | Feb 23, 2026 | 59 | $355.7M |
| Doma Perpetual Capital Management LLC | 0001962221 | Feb 17, 2026 | 12 | $355.6M |
| Fusion Capital, LLC | 0001802955 | Feb 4, 2026 | 101 | $355.5M |
| Naman Capital Ltda | 0001946136 | Feb 27, 2026 | 12 | $355.5M |
| Highline Wealth Partners LLC | 0002042654 | Jan 15, 2026 | 1,071 | $355.5M |
| Crossingbridge Advisors, LLC | 0001770024 | Feb 13, 2026 | 105 | $355.5M |
| Rooted Wealth Advisors, Inc. | 0001963732 | Feb 9, 2026 | 138 | $355.5M |
| MYDA Advisors LLC | 0001589689 | Feb 13, 2026 | 122 | $355.3M |
| Alaethes Wealth, LLC | 0001859677 | Feb 12, 2026 | 116 | $355.3M |
| Bond & Devick Financial Network, Inc. | 0001843495 | Jan 14, 2026 | 184 | $355.1M |
| Night Squared LP | 0002058786 | Feb 17, 2026 | 65 | $354.8M |
| Kidder Stephen W | 0001314377 | Feb 17, 2026 | 73 | $354.7M |
| Financial Advisory Partners, LLC | 0001994252 | Jan 23, 2026 | 66 | $354.6M |
| Empirical Asset Management, LLC | 0001926596 | Feb 6, 2026 | 356 | $354.5M |
| Peregrine Asset Advisers, Inc. | 0001535227 | Feb 2, 2026 | 175 | $354.2M |
| Fca Corp. | 0001166402 | Feb 11, 2026 | 196 | $354.2M |
| NFC Investments, LLC | 0001512858 | Feb 11, 2026 | 43 | $354.2M |
| Northcape Wealth Management, LLC | 0001902806 | Jan 22, 2026 | 135 | $353.6M |
| PCG Wealth Advisors, LLC | 0001905393 | Feb 5, 2026 | 152 | $353.4M |
| DKRT Investments Corp. | 0002080627 | Feb 13, 2026 | 45 | $353.3M |
| Rhino Investment Partners, Inc | 0001828776 | Feb 17, 2026 | 37 | $352.9M |
| Oldfield Partners LLP | 0001492815 | Jan 9, 2026 | 19 | $352.7M |
| FNY Investment Advisers, LLC | 0001742998 | Jan 16, 2026 | 817 | $352.3M |
| Thrive Capital Management, LLC | 0001765681 | Mar 13, 2026 | 4 | $352.1M |
| Starr Indemnity & Liability Co | 0001640521 | Feb 9, 2026 | 4 | $352.1M |
| Tidemark, LLC | 0002009591 | Feb 10, 2026 | 658 | $351.9M |
| Seascape Capital Management | 0001418342 | Jan 21, 2026 | 91 | $351.8M |
| Capital Innovations LLC | 0001596076 | Feb 10, 2026 | 51 | $351.2M |
| OCO Capital Partners, L.P. | 0001764525 | Feb 17, 2026 | 5 | $351.1M |
| S.E.E.D. Planning Group LLC | 0001765515 | Jan 9, 2026 | 86 | $350.9M |
| Redwood Grove Capital, LLC | 0001691170 | Feb 17, 2026 | 22 | $350.7M |
| Snow Phipps Group, LLC | 0001698661 | Jan 27, 2026 | 2 | $350.7M |
| Liberty Square Wealth Partners LLC | 0002057655 | Feb 11, 2026 | 145 | $350.6M |
| Sterling Wealth Management, Inc. | 0002011149 | Feb 17, 2026 | 106 | $350.5M |
| Seaside Wealth Management, Inc. | 0001929977 | Feb 17, 2026 | 63 | $350.5M |
| Wealth Management Partners, LLC | 0001843294 | Jan 12, 2026 | 147 | $350.2M |
| Seven Springs Wealth Group, LLC | 0001803898 | Feb 10, 2026 | 83 | $350.0M |
| Global Assets Advisory, LLC | 0001942932 | Feb 9, 2026 | 282 | $349.7M |
| AIMZ Investment Advisors, LLC | 0001630365 | Feb 17, 2026 | 140 | $349.6M |
| MGB Wealth Management, LLC | 0002015822 | Feb 17, 2026 | 308 | $349.6M |
| Missouri Education Pension Trust | 0002093346 | Feb 10, 2026 | 2 | $349.4M |
| Bank of Stockton | 0001387723 | Jan 21, 2026 | 134 | $349.4M |
| Arcataur Capital Management LLC | 0001987321 | Jan 27, 2026 | 103 | $349.3M |
| Southern Financial Group, LLC | 0002140714 | Jun 18, 2026 | 84 | $349.2M |
| Sterling Investment Counsel, LLC | 0001925853 | Jan 27, 2026 | 187 | $349.0M |
| Endeavor Private Wealth, Inc. | 0001906023 | Feb 11, 2026 | 206 | $348.8M |
| Colton Groome Financial Advisors, LLC | 0001780330 | Feb 10, 2026 | 137 | $348.8M |
| Rench Wealth Management, Inc. | 0001599016 | Feb 12, 2026 | 56 | $348.7M |
| Benchmark Financial Wealth Advisors, LLC | 0001757706 | Jan 27, 2026 | 126 | $348.4M |
| FC Advisory LLC | 0001683754 | Jan 13, 2026 | 117 | $348.1M |
| Warren Street Wealth Advisors, LLC | 0001703496 | Jan 29, 2026 | 126 | $348.0M |
| Fiduciary Family Office, LLC | 0002020280 | Feb 10, 2026 | 183 | $347.9M |
| ForthRight Wealth Management, LLC | 0001841633 | Jan 13, 2026 | 71 | $347.8M |
| RiverPark Advisors, LLC | 0001484256 | Feb 17, 2026 | 160 | $347.8M |
| WT Wealth Management | 0001780507 | Feb 2, 2026 | 132 | $347.8M |
| Valtinson Bruner Financial Planning LLC | 0001761450 | Feb 9, 2026 | 164 | $347.6M |
| Osprey Private Wealth LLC | 0002041805 | Feb 4, 2026 | 79 | $347.5M |
| Lanham O'Dell & Company, Inc. | 0001926344 | Jan 12, 2026 | 40 | $347.3M |
| SRH Advisors, LLC | 0001512779 | Jan 21, 2026 | 293 | $347.3M |
| Acumen Wealth Advisors, LLC | 0001939202 | Feb 13, 2026 | 525 | $347.2M |
| Field & Main Bank | 0001594492 | Jan 28, 2026 | 260 | $347.0M |
| Steph & Co. | 0000941519 | Jan 23, 2026 | 310 | $347.0M |
| Bouvel Investment Partners, LLC | 0001839122 | Jan 23, 2026 | 80 | $346.9M |
| Eq LLC | 0001757605 | Feb 10, 2026 | 77 | $346.8M |
| Avidity Partners Management LP | 0001791827 | Feb 13, 2026 | 39 | $346.7M |
| Blueshift Asset Management, LLC | 0001727827 | Feb 13, 2026 | 446 | $346.6M |
| Boyd Watterson Asset Management LLC | 0001121477 | Feb 4, 2026 | 421 | $346.4M |
| Neumann Capital Management, LLC | 0001631930 | Jan 14, 2026 | 101 | $346.1M |
| Pinebridge Investments Asia Ltd. | 0002111095 | Feb 12, 2026 | 7 | $346.1M |
| Nkcfo LLC | 0001757282 | Feb 2, 2026 | 91 | $345.9M |
| Prevatt Capital Ltd | 0002009520 | Feb 17, 2026 | 11 | $345.7M |
| JRM Investment Counsel, LLC | 0001631084 | Feb 12, 2026 | 21 | $345.7M |
| McCollum Christoferson Group LLC | 0001727573 | Jan 9, 2026 | 74 | $345.7M |
| Kaydan Wealth Management, Inc. | 0001964532 | Jan 12, 2026 | 112 | $345.5M |
| Oxler Private Wealth LLC | 0001846002 | Jan 23, 2026 | 90 | $345.4M |
| Beirne Wealth Consulting Services, LLC | 0001697303 | Jan 29, 2026 | 106 | $345.3M |
| LOM Asset Management Ltd | 0002077907 | Jan 23, 2026 | 277 | $345.2M |
| Cornell Pochily Investment Advisors, Inc. | 0001736260 | Jan 20, 2026 | 182 | $345.0M |
| Pathway Financial Advisers, LLC | 0002024152 | Feb 6, 2026 | 163 | $345.0M |