| Altus Wealth Management, LLC | 0001802107 | Jan 22, 2026 | 30 | $232.0M |
| Moerus Capital Management LLC | 0001742647 | Feb 12, 2026 | 16 | $231.9M |
| Aft, Forsyth & Company, Inc. | 0001512073 | Feb 13, 2026 | 128 | $231.8M |
| Fidelity D & D Bancorp Inc. | 0001098151 | Feb 9, 2026 | 108 | $231.5M |
| 626 Financial, LLC | 0001911035 | Feb 5, 2026 | 120 | $231.5M |
| Citadel Investment Advisory, Inc. | 0001811907 | Jan 21, 2026 | 79 | $231.4M |
| Boit C F David | 0001308331 | Jan 15, 2026 | 119 | $231.4M |
| Keener Financial Planning LLC | 0002004495 | Jan 23, 2026 | 58 | $231.4M |
| Carroll Advisory Group, LLC | 0002108684 | Feb 9, 2026 | 72 | $231.1M |
| New Millennium Group LLC | 0001909654 | Feb 6, 2026 | 407 | $231.0M |
| Strategic Financial Partners, Ltd. | 0002027921 | Feb 11, 2026 | 83 | $231.0M |
| Evolution Advisers, Inc. | 0001906967 | Jan 23, 2026 | 170 | $230.9M |
| Gate City Capital Management, LLC | 0001705447 | Feb 17, 2026 | 17 | $230.9M |
| Optima Capital LLC | 0002070972 | Jan 23, 2026 | 1,410 | $230.9M |
| Viewpoint Capital Management LLC | 0001906223 | Feb 11, 2026 | 134 | $230.9M |
| Union Savings Bank | 0001985855 | Mar 6, 2026 | 321 | $230.8M |
| Greenhaven Road Investment Management, L.P. | 0001741129 | Feb 13, 2026 | 15 | $230.8M |
| Alternative Investment Advisors, LLC. | 0002009486 | Feb 24, 2026 | 60 | $230.8M |
| Estate Planners Group, LLC | 0002118977 | Apr 7, 2026 | 477 | $230.6M |
| Heritage Wealth Management, Inc./Texas | 0001966400 | Feb 9, 2026 | 38 | $230.4M |
| RPD Fund Management LLC | 0001832568 | Feb 17, 2026 | 5 | $230.4M |
| Scholtz & Company, LLC | 0001606134 | Feb 11, 2026 | 51 | $230.3M |
| Postrock Partners LLC | 0002053668 | Jan 16, 2026 | 80 | $230.2M |
| Banyan Capital Management, Inc. | 0000846600 | Feb 2, 2026 | 55 | $230.1M |
| American Capital Advisory, LLC | 0002018007 | Jan 30, 2026 | 1,077 | $230.1M |
| IVC Wealth Advisors LLC | 0001842811 | Jan 16, 2026 | 179 | $229.9M |
| Johnson & White Wealth Management, LLC | 0001954136 | Feb 5, 2026 | 111 | $229.8M |
| Foresite Capital Management IV, LLC | 0001704132 | Feb 17, 2026 | 7 | $229.7M |
| 93 Financial Group, LLC | 0002112320 | Feb 20, 2026 | 9 | $229.6M |
| Horrell Capital Management, Inc. | 0001385925 | Feb 3, 2026 | 192 | $229.4M |
| Yiheng Capital Management, L.P. | 0001447228 | Feb 17, 2026 | 21 | $229.3M |
| Shelton Wealth Management, LLC | 0001903883 | Jan 26, 2026 | 133 | $229.3M |
| Ewing Morris & Co. Investment Partners Ltd. | 0001846838 | Feb 17, 2026 | 91 | $229.2M |
| NBZ Investment Advisors LLC | 0001998018 | Feb 3, 2026 | 61 | $229.1M |
| Howard Wealth Management, LLC | 0001766286 | Jan 29, 2026 | 134 | $229.0M |
| Catalyst Private Wealth, LLC | 0001831193 | Jan 14, 2026 | 77 | $229.0M |
| Blue Sky Capital Consultants Group, Inc. | 0002057054 | Jan 23, 2026 | 75 | $228.9M |
| Brogan Financial, Inc. | 0001889918 | Feb 12, 2026 | 58 | $228.8M |
| Avos Capital Management, LLC | 0001948622 | Feb 13, 2026 | 65 | $228.8M |
| Arbor Trust Wealth Advisors, LLC | 0001797135 | Feb 5, 2026 | 82 | $228.7M |
| New England Research & Management, Inc. | 0001596077 | Jan 7, 2026 | 144 | $228.6M |
| PFG Private Wealth Management, LLC | 0001799957 | Jan 15, 2026 | 74 | $228.6M |
| Haven Private, LLC | 0002053665 | Feb 12, 2026 | 161 | $228.5M |
| Aspect Partners, LLC | 0001985284 | Jan 23, 2026 | 710 | $228.5M |
| WJ Wealth Management, LLC | 0001801674 | Feb 5, 2026 | 70 | $228.4M |
| Azarias Capital Management, L.P. | 0001625279 | Jan 23, 2026 | 25 | $228.4M |
| Aster Capital Management (DIFC) Ltd | 0002040915 | Feb 17, 2026 | 1,054 | $228.3M |
| Resolute Wealth Strategies, LLC | 0001973981 | Feb 6, 2026 | 109 | $228.1M |
| Dudley Capital Management, LLC | 0001965760 | Feb 2, 2026 | 129 | $228.0M |
| DMKC Advisory Services, LLC | 0001901337 | Jan 30, 2026 | 83 | $227.9M |
| Advisortrust Partners, LLC | 0002115523 | Mar 10, 2026 | 156 | $227.6M |
| Eastover Investment Advisors LLC | 0001472800 | Jan 12, 2026 | 47 | $227.4M |
| Valued Wealth Advisors LLC | 0002007175 | Jan 30, 2026 | 643 | $227.4M |
| Keystone Global Partners, LLC | 0001764057 | Jan 14, 2026 | 54 | $227.4M |
| Forerunner Ventures Management, LLC | 0001909850 | Feb 17, 2026 | 1 | $227.3M |
| Latitude Advisors, LLC | 0001843715 | Jan 27, 2026 | 224 | $227.3M |
| State Insurance Fund | 0001970005 | Jan 23, 2026 | 1 | $227.3M |
| Pinnacle Family Advisors, LLC | 0001679064 | Feb 17, 2026 | 141 | $227.2M |
| Dogwood Wealth Management LLC | 0002056922 | Feb 4, 2026 | 766 | $227.2M |
| QTR Family Wealth, LLC | 0002067954 | Feb 13, 2026 | 277 | $227.1M |
| Metavasi Capital LP | 0001864835 | Feb 17, 2026 | 26 | $227.0M |
| Beaton Management Co. Inc. | 0001714678 | Feb 10, 2026 | 149 | $227.0M |
| Birmingham Capital Management Co. Inc. | 0000918504 | Feb 12, 2026 | 90 | $226.9M |
| Kaizen Financial Strategies | 0001842013 | Jan 21, 2026 | 163 | $226.6M |
| Compass Financial Group, Inc. | 0001666910 | Feb 5, 2026 | 48 | $226.6M |
| Kilter Group LLC | 0002058915 | Feb 13, 2026 | 1,393 | $226.6M |
| Insight 2811, Inc. | 0001334952 | Feb 3, 2026 | 97 | $226.4M |
| Quantum Portfolio Management LLC | 0002003672 | Feb 12, 2026 | 238 | $226.4M |
| Midwest Financial Group LLC | 0001967193 | Jan 20, 2026 | 123 | $226.4M |
| Asset Planning Services Inc. /La/ | 0000811407 | Jan 16, 2026 | 35 | $226.4M |
| Chris Bulman Inc | 0002032404 | Jan 14, 2026 | 149 | $226.1M |
| DC Investments Management, LLC | 0001565951 | Feb 13, 2026 | 48 | $226.1M |
| Bluesphere Advisors LLC | 0001844108 | Jan 21, 2026 | 98 | $226.1M |
| Harold Davidson & Associates Inc. | 0001430022 | Feb 11, 2026 | 66 | $226.0M |
| Plustick Management LLC | 0001643351 | Feb 17, 2026 | 21 | $226.0M |
| Cobalt Capital Management, Inc. | 0001086762 | Feb 17, 2026 | 28 | $225.9M |
| Garrison Point Advisors, LLC | 0001767107 | Feb 13, 2026 | 166 | $225.9M |
| Mount Lucas Management LP | 0001185072 | Feb 5, 2026 | 167 | $225.9M |
| Millington Financial Advisors, LLC | 0001924615 | Feb 9, 2026 | 119 | $225.7M |
| Dixon Fnancial Services, Inc. | 0001909993 | Jan 15, 2026 | 46 | $225.6M |
| Salzhauer Michael | 0001059543 | Feb 2, 2026 | 78 | $225.5M |
| Wealth Advisors Northwest LLC | 0002053892 | Jan 16, 2026 | 56 | $225.5M |
| MOKAN Wealth Management Inc. | 0002053727 | Jan 26, 2026 | 103 | $225.4M |
| CMG Global Holdings, LLC | 0001839445 | Feb 5, 2026 | 96 | $225.3M |
| Second Half Financial Partners, LLC | 0001946654 | Jan 26, 2026 | 102 | $225.2M |
| Blue Square Asset Management, LLC | 0001769578 | Jan 20, 2026 | 71 | $225.2M |
| Sequent Asset Management, LLC | 0001509550 | Feb 10, 2026 | 99 | $225.2M |
| EMC Capital Management | 0001847772 | Mar 9, 2026 | 304 | $225.1M |
| Twin Lakes Capital Management, LLC | 0001847794 | Feb 4, 2026 | 224 | $225.1M |
| Family Capital Management, Inc. | 0001964344 | Jan 27, 2026 | 100 | $225.1M |
| Pacifica Partners Inc. | 0001799900 | Jan 9, 2026 | 435 | $225.1M |
| Catawba River Capital | 0001843303 | Feb 5, 2026 | 22 | $224.8M |
| Spider Management Company, LLC | 0001791621 | Jan 29, 2026 | 3 | $224.7M |
| Jupiter Wealth Management LLC | 0001774207 | Feb 13, 2026 | 84 | $224.6M |
| Patron Partners, LLC | 0001841768 | Feb 11, 2026 | 178 | $224.5M |
| VPR Management LLC | 0001894203 | Feb 13, 2026 | 63 | $224.5M |
| FF Advisors,LLC | 0002011904 | Feb 13, 2026 | 106 | $224.5M |
| GEM Asset Management, LLC | 0001963319 | Jan 9, 2026 | 107 | $224.4M |
| Carolina Wealth Advisors, LLC | 0001786411 | Jan 21, 2026 | 272 | $224.3M |
| Ampersand Capital Group, L.P. | 0002059671 | Feb 17, 2026 | 7 | $224.3M |