| Kensington Investment Counsel, LLC | 0001845536 | Feb 18, 2026 | 104 | $246.2M |
| TMT General Partner Ltd | 0001847582 | Jan 30, 2026 | 3 | $246.0M |
| Blacksheep Fund Management Ltd | 0001800249 | Feb 13, 2026 | 8 | $246.0M |
| Decatur Capital Management, Inc. | 0001505961 | Feb 11, 2026 | 34 | $245.8M |
| Wrenne Financial Planning LLC | 0002023054 | Feb 10, 2026 | 51 | $245.8M |
| Lombard Odier Asset Management (USA) Corp | 0001491719 | Feb 17, 2026 | 151 | $245.6M |
| Traveka Wealth, LLC | 0002009176 | Jan 8, 2026 | 188 | $245.6M |
| Lewis Asset Management, LLC | 0002004520 | Jan 15, 2026 | 185 | $245.6M |
| Lodestone Wealth Management LLC | 0001950158 | Jan 15, 2026 | 798 | $245.6M |
| LifePlan Investment Advisors, Inc. | 0002045484 | Feb 9, 2026 | 116 | $245.5M |
| HighMark Wealth Management LLC | 0001802451 | Feb 5, 2026 | 588 | $245.4M |
| Tumwater Wealth Management, LLC | 0002034579 | Jan 29, 2026 | 35 | $245.4M |
| Pillsbury Lake Capital LLC | 0002111915 | Feb 18, 2026 | 29 | $245.4M |
| Signature Wealth Management Group | 0001736666 | Jan 15, 2026 | 106 | $245.3M |
| Financial Symmetry Inc | 0002004843 | Jan 28, 2026 | 60 | $245.2M |
| Avalon Advisory Group | 0001802119 | Jan 29, 2026 | 13 | $245.1M |
| Bayshore Asset Management, LLC | 0001906790 | Jan 8, 2026 | 40 | $245.0M |
| Dopkins Wealth Management, LLC | 0001904152 | Jan 9, 2026 | 81 | $244.8M |
| Elevation Capital Advisory, LLC | 0001871112 | Jan 26, 2026 | 64 | $244.8M |
| Bull Oak Capital, LLC | 0001824263 | Feb 2, 2026 | 36 | $244.8M |
| Family Office Research LLC | 0002041267 | Feb 9, 2026 | 77 | $244.6M |
| Financial Guidance Group, Inc. | 0001929349 | Jan 26, 2026 | 89 | $244.5M |
| CNB Bank | 0001732074 | Feb 11, 2026 | 507 | $244.3M |
| WealthCollab, LLC | 0002017870 | Jan 27, 2026 | 1,021 | $244.3M |
| Vermillion Wealth Management, Inc. | 0001737012 | Feb 11, 2026 | 621 | $244.0M |
| Financial Avengers, Inc. | 0001844393 | Mar 4, 2026 | 145 | $244.0M |
| Fiduciary Wealth Partners, LLC | 0001666504 | Jan 28, 2026 | 89 | $243.9M |
| Porter White Investment Advisors, Inc. | 0001612457 | Jan 29, 2026 | 36 | $243.9M |
| Aristotle Pacific Capital, LLC | 0001844577 | Feb 17, 2026 | 5 | $243.8M |
| Glass Wealth Management Co LLC | 0002017692 | Feb 4, 2026 | 57 | $243.8M |
| Verisail Partners, LLC | 0002016904 | Jan 29, 2026 | 23 | $243.5M |
| First Sabrepoint Capital Management LP | 0001731530 | Feb 13, 2026 | 24 | $243.2M |
| Ananym Capital Management, LP | 0002037077 | Feb 17, 2026 | 8 | $243.2M |
| Goldstream Capital Management Ltd | 0001872787 | Feb 13, 2026 | 52 | $243.0M |
| McNaughton Wealth Management, LLC | 0001802691 | Jan 12, 2026 | 71 | $242.9M |
| Greenberg Financial Group | 0000946626 | Jan 22, 2026 | 111 | $242.8M |
| Compass Wealth Management, LLC | 0002076480 | Feb 17, 2026 | 66 | $242.8M |
| Threadgill Financial, LLC | 0001814104 | Jan 8, 2026 | 55 | $242.8M |
| WMG Financial Advisors, LLC | 0001906711 | Jan 28, 2026 | 113 | $242.8M |
| PFC Capital Group, Inc. | 0002010374 | Feb 11, 2026 | 89 | $242.6M |
| BancFirst Trust & Investment Management | 0001914099 | Jan 5, 2026 | 38 | $242.6M |
| Vernal Point Advisors, LLC | 0001820363 | Feb 13, 2026 | 23 | $242.5M |
| Quad-Cities Investment Group, LLC | 0001741426 | Jan 14, 2026 | 190 | $242.4M |
| Burford Brothers, Inc. | 0002001434 | Feb 5, 2026 | 173 | $242.2M |
| Security Benefit Life Insurance Co. | 0000869772 | Feb 3, 2026 | 19 | $242.1M |
| Ariadne Wealth Management, LP | 0002034793 | Feb 13, 2026 | 261 | $242.0M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0000867926 | Feb 4, 2026 | 184 | $241.9M |
| DSC Meridian Capital LP | 0001970572 | Feb 17, 2026 | 12 | $241.8M |
| Element Wealth, LLC | 0001802743 | Feb 13, 2026 | 201 | $241.7M |
| Deane Retirement Strategies, Inc. | 0001659346 | Jan 28, 2026 | 71 | $241.7M |
| HMS Capital Management, LLC | 0001689470 | Jan 16, 2026 | 103 | $241.7M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 0001729522 | Feb 5, 2026 | 2 | $241.5M |
| Thor Trading Advisors, LLC | 0002057073 | Feb 12, 2026 | 13 | $241.3M |
| Clarus Wealth Advisors | 0001730149 | Jan 14, 2026 | 86 | $241.3M |
| Zeno Equity Partners LLP | 0002013334 | Feb 9, 2026 | 11 | $241.2M |
| Abbot Financial Management, Inc. | 0001714341 | Feb 13, 2026 | 132 | $241.1M |
| DCM Advisors, LLC | 0001839498 | Feb 18, 2026 | 38 | $240.9M |
| Mitchell & Pahl Private Wealth, LLC | 0001836506 | Jan 14, 2026 | 143 | $240.9M |
| Pavion Blue Capital, LLC | 0001792565 | Jan 27, 2026 | 107 | $240.8M |
| JNE Partners LLP | 0001770120 | Feb 17, 2026 | 7 | $240.7M |
| Riposte Capital LLC | 0001672355 | Feb 17, 2026 | 26 | $240.7M |
| Dravo Bay LLC | 0001910389 | Jan 27, 2026 | 51 | $240.7M |
| J. R. Prunier Capital Management LLC | 0002136331 | Jun 15, 2026 | 70 | $240.6M |
| Emprise Bank | 0002018815 | Jan 28, 2026 | 107 | $240.6M |
| Tejara Capital Ltd | 0001879713 | Feb 5, 2026 | 61 | $240.6M |
| Nvest Financial, LLC | 0001915315 | Feb 10, 2026 | 127 | $240.6M |
| Moneywise, Inc. | 0001703080 | Feb 5, 2026 | 82 | $240.4M |
| Regency Capital Management Inc.\DE | 0001863894 | Feb 11, 2026 | 62 | $240.4M |
| Mainsail Financial Group, LLC | 0001961290 | Jan 23, 2026 | 63 | $240.4M |
| Shaker Investments LLC | 0001009005 | Jan 30, 2026 | 83 | $240.4M |
| Insight Wealth Partners, LLC | 0001627003 | Feb 17, 2026 | 114 | $240.3M |
| Davidson Trust Co. | 0001133119 | Jan 27, 2026 | 172 | $239.8M |
| St. Johns Investment Management Company, LLC | 0001605522 | Jan 29, 2026 | 191 | $239.8M |
| Westport Asset Management Inc. | 0000811454 | Feb 4, 2026 | 75 | $239.7M |
| TrustBank | 0002107256 | Feb 9, 2026 | 139 | $239.7M |
| My Personal CFO, LLC | 0001916366 | Jan 15, 2026 | 93 | $239.7M |
| M1 Capital Management LLC | 0001976157 | Feb 13, 2026 | 112 | $239.6M |
| Hutner Capital Management Inc. | 0000944733 | Feb 17, 2026 | 44 | $239.6M |
| Independent Family Office, LLC | 0001756485 | Feb 13, 2026 | 79 | $239.5M |
| Foronjy Financial LLC | 0002040600 | Feb 3, 2026 | 104 | $239.5M |
| Resolute Capital, LLC | 0002069920 | Feb 10, 2026 | 58 | $239.3M |
| WD Rutherford LLC | 0001841015 | Feb 6, 2026 | 73 | $239.3M |
| Grove Street Fiduciary, LLC | 0002054682 | Feb 3, 2026 | 76 | $239.2M |
| Redwood Wealth Management Group, LLC | 0001963839 | Feb 3, 2026 | 187 | $239.1M |
| Mendel Money Management | 0001600585 | Jan 29, 2026 | 147 | $238.9M |
| Cascades Capital Asset Management, LLC | 0002035512 | Feb 4, 2026 | 165 | $238.9M |
| JBR Co Financial Management Inc | 0002017878 | Jan 6, 2026 | 120 | $238.9M |
| MBE Wealth Management, LLC | 0001775850 | Jan 21, 2026 | 133 | $238.8M |
| New England Professional Planning Group Inc. | 0001540867 | Jan 14, 2026 | 49 | $238.6M |
| Capstone Wealth Management Group, LLC | 0001923052 | Feb 13, 2026 | 84 | $238.6M |
| Cresta Advisors, Ltd. | 0001947670 | Feb 3, 2026 | 167 | $238.5M |
| Cordant, Inc. | 0001830942 | Jan 12, 2026 | 68 | $238.5M |
| Raelipskie Partnership | 0002023896 | Feb 4, 2026 | 117 | $238.5M |
| Harber Asset Management LLC | 0001387921 | Feb 13, 2026 | 32 | $238.5M |
| Robinson Capital Management, LLC | 0001599795 | Feb 13, 2026 | 116 | $238.5M |
| Tribridge Partners Financial LLC | 0002083677 | Jan 26, 2026 | 77 | $238.4M |
| Cane Capital Partners, LLC | 0002086121 | Jan 21, 2026 | 120 | $238.3M |
| MRA Advisory Group | 0001841816 | Jan 16, 2026 | 135 | $238.2M |
| IMPACTfolio, LLC | 0001896447 | Jan 7, 2026 | 36 | $238.1M |
| BlueChip Wealth Advisors LLC | 0002015578 | Feb 5, 2026 | 157 | $237.9M |