| Arcadia Wealth Management, Inc. | 0002059339 | Feb 10, 2026 | 56 | $174.4M |
| Thor Investment Management Inc. /Oh/ | 0000883734 | Jul 9, 2026 | 39 | $174.3M |
| Shearwater Capital LLC | 0001905665 | Jan 13, 2026 | 53 | $174.2M |
| Oak Wealth Advisors LLC | 0002056728 | Feb 11, 2026 | 59 | $174.2M |
| HarbourVest Partners LLC | 0001201001 | Feb 17, 2026 | 7 | $174.2M |
| Prospect Financial Services LLC | 0002012519 | Feb 6, 2026 | 104 | $174.1M |
| ROI Financial Advisors, LLC | 0002011633 | Feb 13, 2026 | 65 | $174.1M |
| Farrow Financial, Inc. | 0002010644 | Jan 27, 2026 | 53 | $174.0M |
| Stephens Greth Foundation | 0002107267 | Feb 9, 2026 | 4 | $173.9M |
| KRS Capital Management, LLC | 0001910876 | Jan 15, 2026 | 115 | $173.9M |
| Coordinated Financial Services, Inc. | 0002055532 | Feb 9, 2026 | 182 | $173.9M |
| Trivant Custom Portfolio Group, LLC | 0001977992 | Jan 21, 2026 | 74 | $173.6M |
| Runnymede Capital Advisors, Inc. | 0002054540 | Jan 21, 2026 | 74 | $173.6M |
| Ledgewood Wealth Advisors, LLC | 0002064043 | Jan 16, 2026 | 71 | $173.6M |
| Thoma Capital Management LLC | 0002060298 | Jan 8, 2026 | 60 | $173.6M |
| Financial Planning Hawaii, Inc. | 0002105146 | Jan 15, 2026 | 128 | $173.6M |
| Melfa Wealth Management, Inc. | 0001962465 | Jan 16, 2026 | 202 | $173.5M |
| Yukon Wealth Management, Inc. | 0002065849 | Feb 10, 2026 | 81 | $173.5M |
| Defined Wealth Management, LLC | 0001849518 | Jan 15, 2026 | 109 | $173.5M |
| Optivise Advisory Services LLC | 0002042876 | Jan 12, 2026 | 199 | $173.5M |
| Tiptree Advisors, LLC | 0001455452 | Feb 17, 2026 | 20 | $173.4M |
| TLW Wealth Management, LLC | 0001767217 | Feb 5, 2026 | 19 | $173.4M |
| Wealth Science Advisors LLC | 0002083087 | Jan 28, 2026 | 71 | $173.4M |
| Presima Securities ULC | 0001399360 | Feb 10, 2026 | 48 | $173.3M |
| Silverberg Bernstein Capital Management LLC | 0002007880 | Jan 12, 2026 | 66 | $173.2M |
| Lennar Corp. | 0000920760 | Feb 17, 2026 | 5 | $173.0M |
| Heronetta Management, L.P. | 0001588225 | Feb 4, 2026 | 25 | $172.9M |
| Finivi Inc. | 0002101641 | Jan 27, 2026 | 103 | $172.9M |
| Marathon Mission, Inc. | 0001987261 | Jan 5, 2026 | 55 | $172.9M |
| Williams Financial, LLC | 0001846923 | Feb 2, 2026 | 24 | $172.8M |
| Brookmont Capital Management | 0001512978 | Feb 10, 2026 | 57 | $172.8M |
| Lagoda Investment Management, L.P. | 0001632108 | Feb 17, 2026 | 25 | $172.7M |
| Carlson Financial, Inc. | 0002134889 | Aug 24, 2026 | 180 | $172.7M |
| Tacita Capital Inc | 0001846287 | Feb 11, 2026 | 216 | $172.6M |
| Atmos Advisory, LLC | 0001905162 | Jan 21, 2026 | 21 | $172.5M |
| Align Financial, LLC | 0002089183 | Feb 17, 2026 | 389 | $172.4M |
| LeClair Wealth Partners LLC | 0002056667 | Feb 11, 2026 | 112 | $172.4M |
| SeaTown Holdings Pte. Ltd. | 0001512367 | Jan 21, 2026 | 17 | $172.4M |
| Tranquilli Financial Advisor LLC | 0001847769 | Jan 27, 2026 | 130 | $172.4M |
| Pps&v Asset Management Consultants, Inc. | 0001936380 | Jan 7, 2026 | 41 | $172.3M |
| Genesis Financial Group, LLC | 0002097587 | Jan 16, 2026 | 101 | $172.3M |
| Anderson Financial Strategies, LLC | 0002018166 | Feb 24, 2026 | 37 | $172.3M |
| McGinn Penninger Investment Management, Inc. | 0001845031 | Feb 9, 2026 | 35 | $172.2M |
| 11.2 Capital Management, LLC | 0002072160 | Feb 13, 2026 | 1 | $172.1M |
| Two West Capital Advisors LLC | 0002026617 | Jan 13, 2026 | 96 | $172.0M |
| Financial Alternatives, Inc | 0001967227 | Feb 4, 2026 | 87 | $172.0M |
| AmeriServ Wealth Advisors | 0001102062 | Feb 10, 2026 | 59 | $172.0M |
| Arrow Capital Management, LLC | 0001389082 | Feb 23, 2026 | 16 | $171.9M |
| Three Cord True Wealth Management, LLC | 0002056001 | Feb 5, 2026 | 39 | $171.9M |
| Walnut Private Equity Partners, LLC | 0001599275 | Jan 6, 2026 | 13 | $171.9M |
| Velan Capital Investment Management LP | 0001848809 | Feb 13, 2026 | 45 | $171.9M |
| Legion Partners Asset Management, LLC | 0001560207 | Feb 17, 2026 | 7 | $171.7M |
| Independent Order of Foresters | 0001538037 | Feb 6, 2026 | 2 | $171.7M |
| Fischer Investment Strategies, LLC | 0001977444 | Jan 28, 2026 | 51 | $171.6M |
| Fee-Only Financial Planning, L.C. | 0001954044 | Jan 26, 2026 | 42 | $171.5M |
| Kingstone Capital Partners Texas, LLC | 0002057208 | Feb 3, 2026 | 58 | $171.4M |
| Royalty Pharma Sub-Manager, LLC | 0002081668 | Aug 21, 2026 | 4 | $171.3M |
| Echo Wealth Management, LLC | 0001846994 | Jan 22, 2026 | 46 | $171.3M |
| Arwa LLC | 0002113621 | Feb 27, 2026 | 124 | $171.3M |
| Serenity Investment Advisors | 0002105389 | May 22, 2026 | 63 | $171.2M |
| Beaconlight Capital, LLC | 0001569537 | Feb 17, 2026 | 23 | $171.2M |
| IES Holdings, Inc. | 0001048268 | Feb 12, 2026 | 13 | $171.2M |
| Hilton Head Capital Partners, LLC | 0002109913 | Feb 11, 2026 | 935 | $171.1M |
| Virginia Wealth Management Group, Inc. | 0001898282 | Jan 26, 2026 | 56 | $171.1M |
| Hudson Canyon Capital Management | 0001978883 | Feb 6, 2026 | 51 | $171.1M |
| Forbes Financial Planning, Inc. | 0001911316 | Jan 26, 2026 | 36 | $171.0M |
| Graney & King, LLC | 0002051568 | Feb 13, 2026 | 355 | $171.0M |
| Truffle Hound Capital, LLC | 0001595862 | Feb 13, 2026 | 47 | $170.9M |
| Ames National Corp. | 0001132651 | Feb 13, 2026 | 66 | $170.8M |
| Birchview Capital, LP | 0001618205 | Feb 13, 2026 | 68 | $170.8M |
| Optimus Capital Advisors, LLC | 0002140431 | Jun 17, 2026 | 29 | $170.8M |
| PJT Investments Corp. | 0002080606 | Feb 13, 2026 | 6 | $170.8M |
| First National Bank of Hutchinson | 0001313871 | Jan 29, 2026 | 89 | $170.7M |
| LWM Advisory Services, LLC | 0001697716 | Feb 12, 2026 | 83 | $170.7M |
| Sfm, LLC | 0002064225 | Jan 23, 2026 | 60 | $170.7M |
| OmniStar Financial Group, Inc. | 0001698777 | Feb 17, 2026 | 98 | $170.6M |
| Martin Capital Advisors, LLP | 0001904126 | Jan 26, 2026 | 72 | $170.5M |
| Ariston Services Group | 0001743859 | Jan 23, 2026 | 70 | $170.5M |
| NEXTBio Capital Management LP | 0002038158 | Feb 13, 2026 | 23 | $170.5M |
| Seros Financial, LLC | 0002039918 | Feb 6, 2026 | 61 | $170.5M |
| Daviman Financial, LLC | 0002104394 | Feb 6, 2026 | 89 | $170.4M |
| Petra Financial Advisors Inc. | 0001971427 | Jan 21, 2026 | 138 | $170.4M |
| Nicholson Wealth Management Group, LLC | 0002035982 | Jan 26, 2026 | 108 | $170.4M |
| Guardian Wealth Management, Inc. | 0001910205 | Feb 13, 2026 | 67 | $170.3M |
| Connective Capital Management, LLC | 0001543568 | Feb 19, 2026 | 57 | $170.3M |
| Lakewood Asset Management LLC | 0001966581 | Jan 26, 2026 | 105 | $170.2M |
| Remedium Capital Partners, LLC | 0002104501 | Feb 12, 2026 | 6 | $170.2M |
| Taylor Financial Group, Inc. | 0002012516 | Feb 6, 2026 | 102 | $170.2M |
| Islay Capital Management, LLC | 0001738560 | Feb 17, 2026 | 216 | $170.1M |
| Cascade Investment Advisors, Inc. | 0001681490 | Jan 14, 2026 | 113 | $170.0M |
| Millstone Evans Group, LLC | 0002041943 | Feb 2, 2026 | 857 | $170.0M |
| Herbst Group, LLC | 0001909319 | Jan 16, 2026 | 62 | $170.0M |
| Klein Pavlis & Peasley Financial, Inc. | 0001907480 | Jan 14, 2026 | 92 | $169.7M |
| MQS Management LLC | 0001759395 | Feb 9, 2026 | 386 | $169.6M |
| Farrell Financial LLC | 0002031235 | Jan 12, 2026 | 74 | $169.6M |
| North Berkeley Wealth Management, LLC | 0002062383 | Feb 10, 2026 | 75 | $169.5M |
| Millennium Capital Advisors, LLC | 0002097025 | Feb 5, 2026 | 128 | $169.5M |
| Comprehensive Wealth Management, LLC | 0001535202 | Feb 11, 2026 | 40 | $169.5M |
| Rainwater Charitable Foundation | 0001729139 | Feb 5, 2026 | 4 | $169.5M |
| Royal Capital Wealth Management, LLC | 0001904323 | Feb 18, 2026 | 93 | $169.4M |