| Penobscot Wealth Management | 0001875768 | Feb 12, 2026 | 105 | $323.5M |
| Donoghue Forlines LLC | 0001702435 | Feb 5, 2026 | 113 | $323.4M |
| Guardian Point Capital, LP | 0001595932 | Feb 17, 2026 | 12 | $323.2M |
| Cloverfields Capital Group, LP | 0001819581 | Feb 13, 2026 | 90 | $322.7M |
| Bruce & Co., Inc. | 0001358331 | Feb 13, 2026 | 39 | $322.5M |
| Genesis Private Wealth, LLC | 0001965529 | Jan 8, 2026 | 180 | $322.3M |
| Acima Private Wealth, LLC | 0001761961 | Jan 15, 2026 | 176 | $322.2M |
| Prairiewood Capital, LLC | 0001839695 | Jan 26, 2026 | 75 | $322.1M |
| Darwin Wealth Management, LLC | 0001663224 | Jan 22, 2026 | 660 | $321.9M |
| Cavalier Investments, LLC | 0001655543 | Feb 13, 2026 | 60 | $321.6M |
| Select Asset Management & Trust | 0001600636 | Feb 10, 2026 | 76 | $321.5M |
| Permit Capital, LLC | 0001313978 | Feb 11, 2026 | 19 | $321.4M |
| Tyro Capital Management LLC | 0001915395 | Feb 13, 2026 | 11 | $321.3M |
| Core Wealth Management, Inc. | 0001965150 | Jan 28, 2026 | 41 | $321.1M |
| KP Management LLC | 0002036769 | Feb 17, 2026 | 54 | $321.0M |
| Patriot Financial Partners GP II, L.P. | 0002061817 | Feb 10, 2026 | 11 | $320.7M |
| Towne Trust Company, N.A | 0001102256 | Jan 26, 2026 | 326 | $320.7M |
| Purus Wealth Management, LLC | 0001844250 | Jan 27, 2026 | 150 | $320.6M |
| Whetstone Capital Advisors, LLC | 0001607278 | Feb 13, 2026 | 54 | $320.5M |
| Selective Wealth Management, Inc. | 0001755670 | Jan 16, 2026 | 108 | $320.3M |
| Whelan Financial | 0001894921 | Feb 2, 2026 | 95 | $320.1M |
| Whitegate Investment Counselors, Inc. | 0001667102 | Feb 10, 2026 | 68 | $320.0M |
| Reliant Wealth Planning | 0001823393 | Feb 12, 2026 | 52 | $320.0M |
| Private Client Services, LLC | 0001457005 | Jan 7, 2026 | 193 | $320.0M |
| RR Advisors, LLC | 0001322613 | Feb 12, 2026 | 28 | $319.8M |
| Passive Capital Management, LLC. | 0001958250 | Feb 5, 2026 | 94 | $319.8M |
| Investment Advisory Services Inc. /TX | 0000925953 | Jan 22, 2026 | 126 | $319.7M |
| Wealth Effects LLC | 0001907254 | Jan 26, 2026 | 217 | $319.3M |
| Client 1ST Advisory Group, LLC | 0001802816 | Jan 12, 2026 | 142 | $319.1M |
| Etesian Wealth Advisors, Inc. | 0001997586 | Feb 11, 2026 | 134 | $318.9M |
| Storen Legacy Partners, LLC | 0002116061 | Mar 5, 2026 | 77 | $318.8M |
| Transatlantique Private Wealth LLC | 0001935000 | Feb 10, 2026 | 206 | $318.8M |
| Boone Capital Management LLC | 0001882053 | Feb 17, 2026 | 15 | $318.6M |
| Roberts Financial Services LLC | 0001767602 | Jan 23, 2026 | 30 | $318.5M |
| Essex Woodlands Management, Inc. | 0001542339 | Feb 4, 2026 | 6 | $318.3M |
| 5AM Venture Management, LLC | 0001799883 | Feb 17, 2026 | 21 | $318.1M |
| Lynch Asset Management, Inc. | 0001906719 | Jan 23, 2026 | 52 | $318.1M |
| Crestview Partners II GP, L.P. | 0001505639 | Feb 13, 2026 | 3 | $318.1M |
| Rossby Financial, LCC | 0002056510 | Feb 12, 2026 | 1,799 | $318.1M |
| Muzinich & Co., Inc. | 0001618824 | Jan 21, 2026 | 38 | $318.0M |
| B.O.S.S. Retirement Advisors, LLC | 0001964810 | Feb 2, 2026 | 171 | $317.7M |
| McDonald Partners LLC | 0001331074 | Feb 2, 2026 | 204 | $317.5M |
| Henry James International Management Inc. | 0001750423 | Feb 17, 2026 | 93 | $317.3M |
| PL Capital Advisors, LLC | 0001569147 | Feb 10, 2026 | 26 | $317.2M |
| Morling Financial Advisors, LLC | 0001905198 | Feb 6, 2026 | 102 | $317.1M |
| Anfield Capital Management, LLC | 0001602020 | Feb 3, 2026 | 579 | $317.0M |
| Hayek Kallen Investment Management | 0001430681 | Mar 4, 2026 | 93 | $316.8M |
| Payne Capital Management, LLC | 0001994332 | Feb 2, 2026 | 81 | $316.8M |
| Elmwood Wealth Management, Inc. | 0001731927 | Jan 8, 2026 | 171 | $316.6M |
| Walled Lake Planning & Wealth Management, LLC | 0001812177 | Feb 12, 2026 | 136 | $316.3M |
| S&T Bank | 0001010911 | Feb 13, 2026 | 413 | $316.2M |
| Able Wealth Management LLC | 0002011908 | Jan 27, 2026 | 113 | $316.1M |
| SAM Advisors, LLC | 0001600944 | Feb 12, 2026 | 44 | $316.1M |
| American Assets Inc. | 0000885118 | Feb 3, 2026 | 24 | $316.0M |
| IronBridge Private Wealth, LLC | 0001850996 | Feb 23, 2026 | 46 | $316.0M |
| Nicollet Investment Management, Inc. | 0001729048 | Feb 11, 2026 | 74 | $316.0M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 0002053628 | Jan 12, 2026 | 11 | $315.9M |
| Future Fund LLC | 0001911970 | Feb 10, 2026 | 143 | $315.9M |
| Jeppson Wealth Management, LLC | 0001831263 | Jan 27, 2026 | 225 | $315.8M |
| Nine Ten Capital Management LLC | 0001635236 | Feb 17, 2026 | 8 | $315.8M |
| LifeWealth Investments, LLC | 0002033794 | Jan 26, 2026 | 154 | $315.8M |
| Quaker Wealth Management, LLC | 0001733472 | Jan 28, 2026 | 967 | $315.6M |
| Checkpoint Capital L.P. | 0001977548 | Feb 17, 2026 | 6 | $315.6M |
| Amtrust Financial Services, Inc. | 0001365555 | Jan 22, 2026 | 15 | $315.6M |
| Shaker Financial Services, LLC | 0001511794 | Jan 26, 2026 | 165 | $315.5M |
| Guardian Wealth Management, LLC | 0002095373 | Jan 20, 2026 | 29 | $315.4M |
| FSB Premier Wealth Management, Inc. | 0000887748 | Feb 3, 2026 | 237 | $315.2M |
| 25 LLC | 0001968777 | Jan 15, 2026 | 71 | $315.1M |
| Timonier Family Office, LTD. | 0002038170 | Feb 4, 2026 | 56 | $315.1M |
| Berkeley, Inc | 0002051965 | Jan 26, 2026 | 79 | $314.5M |
| Auour Investments LLC | 0001789310 | Jan 12, 2026 | 89 | $314.3M |
| Crestview Partners IV GP, L.P. | 0001818687 | Feb 13, 2026 | 2 | $313.9M |
| Boundless Plain Holdings Ltd | 0002108192 | Feb 9, 2026 | 19 | $313.6M |
| Essential Planning, LLC. | 0001949824 | Jan 15, 2026 | 90 | $313.6M |
| Atle Fund Management AB | 0001381843 | Feb 6, 2026 | 39 | $313.4M |
| First United Bank & Trust | 0001214183 | Jan 21, 2026 | 394 | $313.3M |
| Gold Investment Management Ltd. | 0002006008 | Jan 28, 2026 | 204 | $313.3M |
| Iyo Bank, Ltd. | 0001890435 | Feb 13, 2026 | 37 | $313.3M |
| DORVAL Corp | 0001999144 | Jan 26, 2026 | 43 | $313.3M |
| MTM Investment Management, LLC | 0001831416 | Feb 9, 2026 | 709 | $313.2M |
| Sensible Money, LLC | 0001965229 | Feb 9, 2026 | 86 | $313.1M |
| Hazlett, Burt & Watson, Inc. | 0000046392 | Feb 10, 2026 | 918 | $313.0M |
| Robinswood Financial LLC | 0002139748 | Jul 14, 2026 | 406 | $312.6M |
| Regents Gate Capital LLP | 0002020935 | Feb 12, 2026 | 37 | $312.4M |
| Next Capital Management LLC | 0001752762 | Feb 11, 2026 | 136 | $312.3M |
| Radcliff Management LLC | 0001911132 | Feb 17, 2026 | 1 | $312.2M |
| Crawford Fund Management, LLC | 0001816427 | Feb 17, 2026 | 34 | $311.9M |
| Gen-Wealth Partners Inc | 0002023375 | Feb 13, 2026 | 689 | $311.9M |
| Cabot-Wellington, LLC | 0001353198 | Jan 28, 2026 | 5 | $311.8M |
| Verde Servicos Internacionais S.A. | 0001629290 | Feb 6, 2026 | 32 | $311.8M |
| Sykon Capital LLC | 0001988408 | Feb 12, 2026 | 118 | $311.7M |
| Balance Wealth Partners LLC | 0002065247 | Jan 21, 2026 | 143 | $311.6M |
| Schiavi & Co LLC | 0001840014 | Feb 13, 2026 | 44 | $311.2M |
| Sophron Capital Management L.P. | 0002027142 | Feb 17, 2026 | 39 | $311.1M |
| Bayberry Capital Partners LP | 0001771524 | Feb 17, 2026 | 24 | $310.9M |
| Bell & Brown Wealth Advisors, LLC | 0001725362 | May 13, 2026 | 71 | $310.7M |
| Catalys Pacific, LLC | 0002011385 | Feb 10, 2026 | 2 | $310.5M |
| Bennett Selby Investments LP | 0001840740 | Jan 8, 2026 | 84 | $310.5M |
| Sanofi | 0001121404 | Feb 11, 2026 | 8 | $310.4M |
| Commonwealth Retirement Investments LLC | 0001963787 | Feb 11, 2026 | 434 | $310.4M |