| First Citizens Financial Corp | 0001800597 | Jan 6, 2026 | 127 | $202.4M |
| Brandywine Managers, LLC | 0001135121 | Feb 13, 2026 | 38 | $202.3M |
| Barnes Pettey Financial Advisors, LLC | 0001908288 | Jan 30, 2026 | 143 | $202.3M |
| Tower View Wealth Management LLC | 0001729045 | Jan 23, 2026 | 176 | $202.2M |
| Signature Wealth Management Partners, LLC | 0001824694 | Feb 2, 2026 | 120 | $202.2M |
| Thryve Wealth Management LLC | 0002113283 | Feb 25, 2026 | 94 | $202.1M |
| 4Thought Financial Group Inc. | 0001840261 | Jan 29, 2026 | 90 | $201.9M |
| Castleview Partners, LLC | 0001737088 | Jan 12, 2026 | 197 | $201.8M |
| Solano Wealth Investment Advisors LLC | 0002049179 | Feb 12, 2026 | 35 | $201.8M |
| Pointe Capital Management LLC | 0001640335 | Feb 17, 2026 | 154 | $201.6M |
| Curry Webb Wealth Management LLC | 0002060114 | Jun 10, 2026 | 67 | $201.6M |
| Chou Associates Management Inc. | 0001389403 | Feb 13, 2026 | 28 | $201.6M |
| CarsonAllaria Wealth Management, Ltd. | 0001900946 | Jan 22, 2026 | 67 | $201.5M |
| Wealth Intelligence, LLC | 0002112078 | Feb 18, 2026 | 55 | $201.5M |
| Financial Freedom, LLC | 0001965484 | Feb 17, 2026 | 340 | $201.5M |
| North Ground Capital | 0002055446 | Feb 12, 2026 | 45 | $201.4M |
| Rings Capital Management LLC | 0001771122 | Feb 17, 2026 | 7 | $201.2M |
| Kapstone Financial Advisors LLC | 0001966087 | Feb 5, 2026 | 133 | $201.2M |
| Decker Retirement Planning Inc. | 0001975700 | Jan 26, 2026 | 231 | $201.1M |
| Garnet Equity Capital Holdings, Inc. | 0001423876 | Feb 17, 2026 | 19 | $201.0M |
| Johnson Wealth Management, LLC | 0002110653 | Feb 11, 2026 | 49 | $201.0M |
| Starwood Capital Group Management, L.L.C. | 0001388788 | Feb 17, 2026 | 6 | $200.8M |
| American Financial & Tax Strategies Inc. | 0000911927 | Jan 30, 2026 | 97 | $200.7M |
| Birchbrook, Inc. | 0002071468 | Feb 4, 2026 | 298 | $200.6M |
| Landing Point Financial Group, LLC | 0002025964 | Feb 11, 2026 | 83 | $200.5M |
| Fire Capital Management LLC | 0002059571 | Feb 3, 2026 | 117 | $200.5M |
| Birch Capital Management, LLC | 0001799859 | Feb 3, 2026 | 77 | $200.5M |
| Stenham Asset Management Ltd | 0001840750 | Feb 17, 2026 | 23 | $200.3M |
| Delphi Financial Group, Inc. | 0000859139 | Feb 11, 2026 | 28 | $200.3M |
| Bayshore Capital Advisors, LLC | 0001598176 | Feb 5, 2026 | 34 | $200.2M |
| Coastwise Capital Group, LLC | 0001934500 | Feb 12, 2026 | 226 | $200.2M |
| Asset Advisory Group, Inc. | 0002110402 | Feb 12, 2026 | 120 | $200.2M |
| Pinnacle Wealth Management Group, Inc. | 0001868491 | Jan 23, 2026 | 126 | $200.2M |
| Beaumont Asset Management, L.L.C. | 0001798756 | Jan 21, 2026 | 71 | $200.1M |
| Declaration Partners LP | 0002111350 | Feb 12, 2026 | 1 | $200.1M |
| Clarity Capital Advisors, LLC | 0002011219 | Feb 11, 2026 | 95 | $200.0M |
| HMV Wealth Advisors, LLC | 0002054904 | Jan 20, 2026 | 80 | $199.9M |
| Foundry Financial Group, Inc. | 0002007960 | Feb 4, 2026 | 66 | $199.8M |
| Ciovacco Capital Management LLC | 0001653012 | Feb 9, 2026 | 27 | $199.7M |
| Bravera Wealth | 0002126773 | Apr 22, 2026 | 483 | $199.6M |
| Aull & Monroe Investment Management Corp | 0001387615 | Jan 9, 2026 | 120 | $199.6M |
| Spectrum Investment Advisors, Inc. | 0001856042 | Jan 28, 2026 | 51 | $199.5M |
| Econ Financial Services Corp | 0001659718 | Jan 15, 2026 | 74 | $199.4M |
| Resurgent Financial Advisors LLC | 0001912339 | Feb 12, 2026 | 216 | $199.4M |
| Aua Capital Management, LLC | 0001706915 | Jan 23, 2026 | 80 | $199.4M |
| Richardson Capital Management LLC | 0001621646 | Jan 30, 2026 | 249 | $199.3M |
| Corrado Advisors, LLC | 0001482611 | Feb 10, 2026 | 118 | $199.3M |
| L.K. Benson & Company, P.C. | 0002055235 | Feb 6, 2026 | 112 | $199.3M |
| SWP Financial LLC | 0002014200 | Jan 16, 2026 | 73 | $199.3M |
| Hilltop Wealth Advisors, LLC | 0001786241 | Jan 14, 2026 | 54 | $199.1M |
| Marshall Investment Management, LLC | 0002022427 | Feb 9, 2026 | 76 | $199.1M |
| Harrington Investments, INC | 0001386364 | Jan 13, 2026 | 84 | $199.1M |
| Noble Wealth Management PBC | 0002055065 | Jan 5, 2026 | 590 | $199.1M |
| Delaney Dennis R | 0001661536 | Feb 17, 2026 | 49 | $199.0M |
| W Advisors, LLC | 0001929907 | Feb 13, 2026 | 141 | $198.8M |
| Sharp Wealth Advisory, LLC | 0001733194 | Jan 16, 2026 | 113 | $198.7M |
| Prepared Retirement Institute LLC | 0002056037 | Jan 29, 2026 | 80 | $198.7M |
| Wealth Preservation Advisors, LLC | 0001968434 | Feb 23, 2026 | 621 | $198.7M |
| Evergreen Wealth Management, LLC | 0001965292 | Feb 6, 2026 | 54 | $198.6M |
| Fairfield University | 0001717825 | Feb 12, 2026 | 3 | $198.5M |
| Optimize Financial Inc. | 0002033266 | Feb 9, 2026 | 320 | $198.5M |
| Planning Directions Inc. | 0000821103 | Jan 21, 2026 | 101 | $198.4M |
| Innova Wealth Partners | 0001888831 | Jan 7, 2026 | 148 | $198.2M |
| Nierenberg Investment Management Company, LLC | 0001282683 | Feb 13, 2026 | 43 | $198.2M |
| Prospera Capital Management, LLC | 0002082673 | Jan 20, 2026 | 41 | $198.2M |
| BDFS Capital LLC | 0002112636 | Feb 26, 2026 | 134 | $198.1M |
| Share Andrew L. | 0001693672 | Feb 13, 2026 | 18 | $198.0M |
| PKO BP BANKOWY Universal Pension Society JSC | 0002055875 | Feb 6, 2026 | 13 | $197.9M |
| MN Wealth Advisors, LLC | 0001992972 | Feb 2, 2026 | 120 | $197.9M |
| Brown Financial Advisory | 0001843853 | Jan 29, 2026 | 56 | $197.9M |
| Signature Resources Capital Management, LLC | 0001940917 | Jan 21, 2026 | 694 | $197.8M |
| Wisconsin Capital Management LLC | 0000926833 | Feb 6, 2026 | 50 | $197.8M |
| Washington University | 0000903603 | Jan 16, 2026 | 5 | $197.8M |
| Horizon Advisory Services, Inc. | 0001799006 | Jan 29, 2026 | 49 | $197.6M |
| Main Line Retirement Advisors, LLC | 0001809416 | Jan 21, 2026 | 46 | $197.6M |
| Taylor Frigon Capital Management LLC | 0001632665 | Jan 26, 2026 | 93 | $197.6M |
| Spring Capital Management, LLC | 0001899146 | Jan 13, 2026 | 49 | $197.5M |
| PharVision Advisers, LLC | 0001898824 | Feb 17, 2026 | 667 | $197.5M |
| Anchor Capital Management Group Inc | 0000894119 | Feb 20, 2026 | 16 | $197.5M |
| Integrity Financial Corp | 0001917704 | Feb 13, 2026 | 286 | $197.5M |
| Tenret Co LLC | 0001874146 | May 27, 2026 | 33 | $197.5M |
| Paragon Capital Management LLC | 0001388437 | Feb 13, 2026 | 59 | $197.4M |
| Allodium Investment Consultants, LLC | 0002052983 | Jan 14, 2026 | 52 | $197.3M |
| Strategic Investment Management, LLC | 0000846633 | Jan 29, 2026 | 13 | $197.3M |
| KilterHowling LLC | 0001759354 | Feb 13, 2026 | 51 | $197.3M |
| Sheridan Capital Management, LLC | 0001926753 | Jan 23, 2026 | 35 | $197.2M |
| Matrix Private Capital Group LLC | 0001906866 | Feb 17, 2026 | 133 | $197.1M |
| Cincinnati Casualty Co. | 0001279888 | Feb 12, 2026 | 24 | $197.1M |
| Enterprise Financial Services Corp | 0001025835 | Jan 14, 2026 | 164 | $197.0M |
| International City Management Association Retirement Corp | 0001691813 | Jan 27, 2026 | 6 | $196.9M |
| Sprinkle Financial Consultants LLC | 0002011593 | Jan 8, 2026 | 88 | $196.8M |
| Vestia Personal Wealth Advisors | 0002033299 | Jan 27, 2026 | 98 | $196.8M |
| True Vision MN LLC | 0002013460 | Jan 14, 2026 | 111 | $196.8M |
| Smith Thornton Advisors LLC | 0002032436 | Jan 14, 2026 | 127 | $196.6M |
| One Wealth Map LLC | 0001802635 | Feb 4, 2026 | 77 | $196.5M |
| Griffith & Werner, Inc. | 0002057200 | Feb 13, 2026 | 70 | $196.4M |
| Mithaq Capital SPC | 0001834600 | Feb 10, 2026 | 4 | $196.3M |
| Successful Portfolios LLC | 0001721780 | Jan 23, 2026 | 192 | $196.3M |
| Clayton Financial Group LLC | 0002011212 | Jan 21, 2026 | 600 | $196.1M |
| FDx Advisors, Inc. | 0001566601 | Feb 10, 2026 | 91 | $196.1M |