| Aviso Wealth Management | 0002011802 | Feb 13, 2026 | 146 | $237.9M |
| Ironwood Investment Management LLC | 0001127761 | Feb 12, 2026 | 172 | $237.8M |
| Decagon Asset Management LLP | 0001950677 | Feb 17, 2026 | 55 | $237.8M |
| Greenfield Savings Bank | 0001940406 | Feb 2, 2026 | 141 | $237.7M |
| Axiom Financial Strategies, LLC | 0001831985 | Jan 23, 2026 | 49 | $237.7M |
| Edge Financial Advisors LLC | 0002011402 | Jan 28, 2026 | 135 | $237.7M |
| Alfreton Capital LLP | 0001873435 | Feb 10, 2026 | 4 | $237.6M |
| 22NW, LP | 0001694297 | Feb 13, 2026 | 20 | $237.6M |
| Foursixthree Capital LP | 0001897652 | Feb 17, 2026 | 15 | $237.6M |
| Mb, Levis & Associates, LLC | 0002065807 | Jan 14, 2026 | 245 | $237.5M |
| Schulhoff & Co. Inc. | 0001080197 | Feb 11, 2026 | 132 | $237.5M |
| Shariaportfolio, Inc. | 0001998574 | Jan 21, 2026 | 24 | $237.5M |
| Ballentine Capital Advisors, Inc | 0002011580 | Feb 2, 2026 | 25 | $237.4M |
| Kessler Investment Group, LLC | 0001525947 | Feb 3, 2026 | 86 | $237.4M |
| Sea Cliff Partners Management, LP | 0002011655 | Feb 17, 2026 | 13 | $237.3M |
| Tenon Financial LLC | 0002020781 | Jan 16, 2026 | 49 | $237.2M |
| AAF Wealth Management, LLC | 0001726609 | Feb 6, 2026 | 50 | $237.2M |
| Guardian Financial Partners, LLC | 0001723514 | Jan 14, 2026 | 68 | $237.1M |
| Bowman & Co S.C. | 0001906275 | Jan 23, 2026 | 118 | $237.1M |
| Vawter Financial, Ltd. | 0001974403 | Aug 4, 2026 | 118 | $236.9M |
| Edenbrook Capital, LLC | 0001666682 | Feb 13, 2026 | 5 | $236.9M |
| Values Added Financial LLC | 0001973921 | Jan 16, 2026 | 135 | $236.9M |
| Granite Harbor Advisors, Inc. | 0001967456 | Jan 22, 2026 | 125 | $236.7M |
| Mid-American Wealth Advisory Group, Inc. | 0001911264 | Jan 23, 2026 | 55 | $236.7M |
| Gables Capital Management Inc. | 0001740839 | Feb 6, 2026 | 462 | $236.7M |
| Boulder Wealth Advisors, LLC | 0001874080 | Feb 5, 2026 | 38 | $236.6M |
| Creekside Partners | 0002035951 | Feb 13, 2026 | 181 | $236.6M |
| Pfizer Inc | 0000078003 | Feb 12, 2026 | 18 | $236.5M |
| Cottage Street Advisors LLC | 0001665302 | Jan 26, 2026 | 143 | $236.4M |
| SimpliFi, Inc. | 0001716983 | Jan 23, 2026 | 43 | $236.4M |
| Shore Point Advisors, LLC | 0001907092 | Jan 23, 2026 | 75 | $236.3M |
| Heartland Bank & Trust Co | 0001866040 | Feb 3, 2026 | 155 | $236.2M |
| Wayfinding Financial, LLC | 0001898131 | Feb 12, 2026 | 154 | $236.2M |
| Navis Wealth Advisors, LLC | 0001849055 | Feb 13, 2026 | 178 | $236.1M |
| Onyx Financial Advisors, LLC | 0001957840 | Jan 14, 2026 | 17 | $235.9M |
| Caldwell Sutter Capital, Inc. | 0000702007 | Jan 30, 2026 | 877 | $235.9M |
| Silphium Asset Management Ltd | 0001758440 | Jan 27, 2026 | 46 | $235.9M |
| Boyd Wealth Management, LLC | 0001846114 | Jan 28, 2026 | 48 | $235.8M |
| Worth Asset Management, LLC | 0001927285 | Jan 14, 2026 | 157 | $235.8M |
| Melone Private Wealth, LLC | 0001905765 | Jan 7, 2026 | 58 | $235.8M |
| Physician Wealth Solutions Inc. | 0002007116 | Jan 12, 2026 | 45 | $235.8M |
| Conway Capital Management, Inc. | 0002044929 | Feb 6, 2026 | 44 | $235.7M |
| Prairie Wealth Advisors, Inc. | 0002022783 | Feb 9, 2026 | 148 | $235.6M |
| Myecfo, LLC | 0001986457 | Jan 12, 2026 | 64 | $235.6M |
| Win Advisors, Inc. | 0001897144 | Feb 4, 2026 | 74 | $235.6M |
| Fortitude Advisory Group L.L.C. | 0001928999 | Feb 13, 2026 | 216 | $235.4M |
| I.G.Y. Ltd | 0001811472 | Feb 17, 2026 | 3 | $235.3M |
| YANKCOM Partnership | 0002036975 | Jan 20, 2026 | 376 | $235.2M |
| Alkeme Wealth, LLC | 0001752045 | Jan 7, 2026 | 97 | $235.1M |
| One Wealth Capital Management, LLC | 0002050308 | Feb 18, 2026 | 135 | $234.9M |
| Banque de Luxembourg S.A. | 0002055344 | Jan 21, 2026 | 88 | $234.8M |
| Motive Wealth Advisors | 0001877093 | Jan 15, 2026 | 92 | $234.8M |
| Investmark Advisory Group LLC | 0001926349 | Jan 28, 2026 | 135 | $234.8M |
| Pragma Gestao DE Patrimonio Ltd. | 0001555512 | Feb 13, 2026 | 19 | $234.8M |
| Dean Capital Management | 0001455468 | Feb 20, 2026 | 117 | $234.7M |
| Sightline Wealth Advisors, LLC | 0001841979 | Jan 26, 2026 | 99 | $234.6M |
| Roubaix Capital, LLC | 0001769700 | Feb 9, 2026 | 46 | $234.5M |
| Torno Capital, LLC | 0001974312 | Aug 17, 2026 | 31 | $234.5M |
| Deseret Mutual Benefit Administrators | 0001789351 | Feb 11, 2026 | 499 | $234.4M |
| Christensen, King & Associates Investment Services, Inc. | 0002032544 | Jan 22, 2026 | 106 | $234.3M |
| LGL Partners, LLC | 0001653202 | Feb 9, 2026 | 53 | $234.3M |
| Wishbone Management, LP | 0001777734 | Feb 13, 2026 | 5 | $234.2M |
| Infusive Asset Management Inc. | 0001749333 | Feb 13, 2026 | 35 | $234.1M |
| Client First Capital LLC | 0001822065 | Jan 26, 2026 | 25 | $234.1M |
| rebel Financial LLC | 0002077940 | Mar 27, 2026 | 65 | $234.1M |
| Capital Wealth Alliance, LLC | 0001803277 | Feb 17, 2026 | 87 | $234.1M |
| NavPoint Financial, Inc. | 0002009813 | Jan 20, 2026 | 72 | $234.0M |
| BRC Group Holdings, Inc. | 0001464790 | Feb 10, 2026 | 21 | $234.0M |
| Forge Financial Services LLC | 0002055357 | Feb 12, 2026 | 26 | $233.9M |
| Cherry Creek Investment Advisors, Inc. | 0001877829 | Jan 15, 2026 | 117 | $233.8M |
| Keyvantage Wealth, LLC | 0002050555 | Feb 10, 2026 | 99 | $233.8M |
| IDG China Venture Capital Fund IV Associates L.P. | 0001609021 | Feb 13, 2026 | 4 | $233.5M |
| Tull Financial Group, Inc. | 0001769060 | Feb 12, 2026 | 32 | $233.5M |
| Mainsail Asset Management, LLC | 0002016972 | Feb 5, 2026 | 106 | $233.4M |
| CCG Wealth Management, LLC | 0001771169 | Jan 21, 2026 | 99 | $233.4M |
| Oakcliff Capital Partners, LP | 0001657335 | Feb 17, 2026 | 8 | $233.2M |
| Summa Corp. | 0001954929 | Jan 21, 2026 | 77 | $233.2M |
| Red Tortoise LLC | 0001910488 | Jan 22, 2026 | 600 | $232.9M |
| Verity Asset Management, Inc. | 0001597298 | Jan 30, 2026 | 229 | $232.9M |
| Palogic Value Management, L.P. | 0001532943 | Feb 17, 2026 | 150 | $232.9M |
| Chelsea Counsel Co. | 0001276755 | Feb 24, 2026 | 238 | $232.8M |
| Investment Research Partners LLC | 0002069274 | Feb 12, 2026 | 230 | $232.8M |
| CPV Partners, LLC | 0001763844 | Feb 17, 2026 | 4 | $232.8M |
| Yarger Wealth Strategies, LLC | 0001908607 | Jan 22, 2026 | 124 | $232.7M |
| Accent Capital Management, LLC | 0002014179 | Feb 9, 2026 | 348 | $232.7M |
| Spinecap SAS | 0002011727 | Feb 19, 2026 | 13 | $232.6M |
| Integrated Capital Management, LLC | 0002040070 | Jan 26, 2026 | 57 | $232.5M |
| Aurelius Family Office LLC | 0002053738 | Jan 9, 2026 | 48 | $232.5M |
| Trail Ridge Investment Advisors, LLC | 0001911013 | Jan 28, 2026 | 103 | $232.5M |
| True Blue (BVI) Ltd | 0002011315 | Feb 17, 2026 | 4 | $232.4M |
| WJ Interests, LLC | 0001727642 | Jan 26, 2026 | 19 | $232.4M |
| Schear Investment Advisers, LLC | 0001962838 | Jan 28, 2026 | 75 | $232.4M |
| Altura Wealth Advisors Inc. | 0001931465 | Feb 4, 2026 | 65 | $232.3M |
| Hillcrest Wealth Advisors - NY, LLC | 0001767121 | Jan 12, 2026 | 52 | $232.3M |
| Bontempo Ohly Capital Mgmt LLC | 0001632118 | Feb 13, 2026 | 31 | $232.1M |
| GP Brinson Investments LLC | 0001860928 | Jan 2, 2026 | 15 | $232.1M |
| Vista Investment Partners Ii, LLC | 0002035219 | Jan 22, 2026 | 150 | $232.1M |
| Compass Financial Services Inc | 0002039088 | Feb 27, 2026 | 294 | $232.0M |
| Kinloch Capital, LLC | 0001818557 | Feb 20, 2026 | 77 | $232.0M |
| RCS Financial Planning, LLC | 0001963347 | Jan 15, 2026 | 90 | $232.0M |