| Rochester Wealth Strategies, LLC | 0001958456 | Jan 15, 2026 | 24 | $159.3M |
| Gutierrez Wealth Advisory, LLC | 0001965923 | Feb 6, 2026 | 62 | $159.2M |
| Forthright Family Wealth Advisory LLC | 0002008648 | Feb 23, 2026 | 47 | $159.1M |
| Mustard Seed Financial, LLC | 0002011321 | Jan 23, 2026 | 86 | $159.1M |
| Scientech Research LLC | 0002011556 | Feb 17, 2026 | 479 | $159.0M |
| TOWER TRUST & INVESTMENT Co | 0002067591 | Jan 21, 2026 | 204 | $158.9M |
| Hillman Capital Management, Inc. | 0001314620 | Feb 17, 2026 | 56 | $158.9M |
| Alcosta Capital Management, Inc. | 0001842509 | Feb 13, 2026 | 25 | $158.9M |
| Crew Capital Management, Ltd | 0001835669 | Jan 16, 2026 | 111 | $158.9M |
| Cooper Capital Advisors LLC | 0001957878 | Feb 12, 2026 | 42 | $158.9M |
| GEN Financial Management, INC. | 0002032497 | Jan 15, 2026 | 47 | $158.8M |
| Coastline Complete Wealth LLC | 0002112134 | Feb 24, 2026 | 50 | $158.8M |
| International Private Wealth Advisors LLC | 0002022637 | Jan 14, 2026 | 156 | $158.8M |
| Riverbend Wealth Management, LLC | 0002055570 | Jan 29, 2026 | 148 | $158.8M |
| Impala Asset Management LLC | 0001317679 | Feb 13, 2026 | 23 | $158.7M |
| Gentry Private Wealth, LLC | 0002022634 | Jan 28, 2026 | 96 | $158.7M |
| Round Hill Asset Management | 0001696438 | Feb 12, 2026 | 63 | $158.7M |
| Southern Capital Services Inc. | 0000711987 | Feb 27, 2026 | 27 | $158.7M |
| ELCO Management Co., LLC | 0001690717 | Feb 4, 2026 | 156 | $158.6M |
| American Alpha Advisors, LLC | 0002041441 | Feb 17, 2026 | 82 | $158.5M |
| Pathfinder Wealth Consulting, Inc. | 0002108842 | Feb 9, 2026 | 166 | $158.4M |
| AG Campbell Advisory, LLC | 0002110880 | Mar 11, 2026 | 5 | $158.4M |
| Elkhorn Partners Limited Partnership | 0000928400 | Feb 17, 2026 | 50 | $158.3M |
| Mink Brook Asset Management LLC | 0002052205 | Feb 13, 2026 | 44 | $158.3M |
| Invera Wealth Advisors, LLC | 0001976780 | Jan 23, 2026 | 90 | $158.3M |
| Retirement Wealth Solutions LLC | 0002044741 | Jan 7, 2026 | 760 | $158.2M |
| Argosy-Lionbridge Management, LLC | 0002056354 | Feb 17, 2026 | 14 | $158.2M |
| RIHO Partners, LLC | 0002112884 | May 11, 2026 | 12 | $158.1M |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 0002044610 | May 15, 2026 | 17 | $158.1M |
| Audent Global Asset Management, LLC | 0001834874 | Mar 10, 2026 | 52 | $158.0M |
| Strategent Financial, LLC | 0002052737 | Jan 29, 2026 | 40 | $158.0M |
| Crestwood Capital Management, L.P. | 0001468395 | Feb 11, 2026 | 13 | $158.0M |
| Niatross Investments Ltd | 0002093071 | Jan 21, 2026 | 1 | $158.0M |
| H Partners Management, LLC | 0001364412 | Feb 17, 2026 | 3 | $157.9M |
| Fig Financial Advisory Services Inc. | 0000753967 | Aug 10, 2026 | 57 | $157.9M |
| Lavelle Capital LP | 0002136566 | May 29, 2026 | 89 | $157.8M |
| Clearview Wealth Advisors LLC | 0001840306 | Feb 17, 2026 | 103 | $157.8M |
| Genoa Capital Gestora de Recursos Ltda. | 0002064813 | Jan 27, 2026 | 14 | $157.8M |
| Greycroft LP | 0001910274 | Feb 17, 2026 | 12 | $157.8M |
| Vannoy Advisory Group, Inc. | 0002011808 | Jan 15, 2026 | 29 | $157.8M |
| Boyar Asset Management Inc. | 0001218254 | Feb 13, 2026 | 75 | $157.7M |
| Dean, Jacobson Financial Services, LLC | 0001869456 | Feb 3, 2026 | 18 | $157.6M |
| Gagnon Advisors, LLC | 0001599466 | Feb 13, 2026 | 23 | $157.5M |
| IMG Wealth Management, Inc. | 0002032103 | Feb 5, 2026 | 586 | $157.5M |
| PB Investment Partners, L.P. | 0001910391 | Feb 13, 2026 | 9 | $157.4M |
| Fingerlakes Wealth Management, Inc. | 0001910248 | Feb 5, 2026 | 97 | $157.3M |
| Sarver Vrooman Wealth Advisors | 0002076215 | Apr 23, 2026 | 137 | $157.3M |
| McGuire Capital Advisors Inc. | 0002112006 | Feb 19, 2026 | 944 | $157.3M |
| Richmond Brothers, Inc. | 0001540462 | Feb 12, 2026 | 36 | $157.2M |
| Emory University | 0001377635 | Feb 11, 2026 | 7 | $157.1M |
| FWG Investments, LLC. | 0001944877 | Jan 28, 2026 | 111 | $157.0M |
| Redwood Financial Network Corp | 0001927724 | Feb 10, 2026 | 177 | $156.9M |
| Parsonex Advisory Services, Inc. | 0002107398 | Feb 12, 2026 | 99 | $156.9M |
| LFG Wealth Partners, LLC | 0002044171 | Feb 17, 2026 | 81 | $156.9M |
| RiverTree Advisors, LLC | 0001872501 | Jan 15, 2026 | 61 | $156.9M |
| Atala Financial Inc | 0002053756 | Jan 23, 2026 | 122 | $156.8M |
| Cannell Capital LLC | 0001058854 | Feb 17, 2026 | 36 | $156.7M |
| Archvest Wealth Advisors, Inc. | 0001910174 | Feb 13, 2026 | 65 | $156.7M |
| Kopp Family Office, LLC | 0001683689 | Jan 12, 2026 | 21 | $156.7M |
| Cedar Point Capital Partners, LLC | 0001954337 | Feb 11, 2026 | 69 | $156.6M |
| Valpey Financial Services, LLC | 0002077991 | Mar 4, 2026 | 72 | $156.6M |
| Fidato Wealth LLC | 0001711360 | Feb 13, 2026 | 15 | $156.5M |
| Schwallier Wealth Management LLC | 0001934951 | Feb 11, 2026 | 54 | $156.5M |
| Breakthru Advisory Services, LLC | 0002055645 | Jan 12, 2026 | 63 | $156.5M |
| Meadow Creek Wealth Advisors LLC | 0001801107 | Jan 28, 2026 | 138 | $156.4M |
| Channing Global Advisors, LLC | 0001901222 | Feb 10, 2026 | 44 | $156.4M |
| NewGen Asset Management Ltd | 0001845012 | Feb 17, 2026 | 22 | $156.4M |
| Stonekeep Investments, LLC | 0002032486 | Jan 7, 2026 | 61 | $156.4M |
| Atlantic Private Wealth, LLC | 0001893143 | Feb 11, 2026 | 389 | $156.4M |
| Lakeside Advisors, INC. | 0001913467 | Jan 27, 2026 | 62 | $156.4M |
| LifeSteps Financial, Inc. | 0001801373 | Jan 28, 2026 | 90 | $156.3M |
| Invariant Investment Management | 0001850871 | Jan 26, 2026 | 71 | $156.2M |
| Cultivar Capital, Inc. | 0001989476 | Jan 9, 2026 | 43 | $156.2M |
| MidAtlantic Capital Management, Inc. | 0002042068 | Feb 10, 2026 | 240 | $156.2M |
| Schulz Wealth, LTD. | 0002011780 | Feb 5, 2026 | 62 | $156.1M |
| Palouse Capital Management, Inc. | 0001056516 | Jan 23, 2026 | 162 | $156.1M |
| Grantvest Financial Group LLC | 0002055216 | Feb 2, 2026 | 164 | $156.1M |
| SFI Advisors, LLC | 0001911308 | Feb 11, 2026 | 66 | $156.0M |
| Five Pine Wealth Management | 0002041807 | Jan 21, 2026 | 42 | $155.9M |
| Arosa Capital Management LP | 0001596053 | Feb 17, 2026 | 54 | $155.9M |
| Security National Bank of Sioux City Iowa | 0000894309 | Feb 13, 2026 | 90 | $155.8M |
| Avory & Company, LLC | 0001842766 | Feb 24, 2026 | 39 | $155.7M |
| Code Waechter LLC | 0002039212 | Jan 26, 2026 | 108 | $155.7M |
| Whipplewood Advisors, LLC | 0002052510 | Feb 17, 2026 | 503 | $155.6M |
| Sippican Capital Advisors | 0001557406 | Jan 23, 2026 | 113 | $155.6M |
| American Institute for Advanced Investment Management, LLP | 0001805824 | Feb 4, 2026 | 150 | $155.6M |
| Bridger Management, LLC | 0001166309 | Feb 17, 2026 | 24 | $155.5M |
| Ball & Co Wealth Management Inc. | 0002057075 | Jan 23, 2026 | 78 | $155.3M |
| BNB Wealth Management, LLC | 0002111175 | Feb 17, 2026 | 88 | $155.2M |
| Silver Oak Wealth Advisors Services, LLC | 0002060368 | Jan 29, 2026 | 36 | $155.0M |
| AtlasMark Financial, Inc | 0002127120 | Apr 22, 2026 | 47 | $154.8M |
| Interactive Financial Advisors, Inc. | 0001419099 | Feb 9, 2026 | 78 | $154.8M |
| Gallagher Capital Advisors, LLC | 0002034519 | Feb 12, 2026 | 67 | $154.8M |
| State of Wisconsin - Board of Commissioners of Public Lands | 0001967732 | Feb 5, 2026 | 6 | $154.7M |
| Washington Growth Strategies LLC | 0002044575 | Jan 26, 2026 | 56 | $154.7M |
| Financially Speaking Inc | 0002040901 | Feb 10, 2026 | 168 | $154.6M |
| Hidden Cove Wealth Management, LLC | 0001963736 | Feb 2, 2026 | 102 | $154.5M |
| Heritage Wealth Management, Inc. | 0002012170 | Feb 4, 2026 | 89 | $154.4M |
| FMA Wealth Management, LLC | 0002011155 | Jan 13, 2026 | 45 | $154.3M |
| Petiole USA ltd | 0001600202 | Feb 20, 2026 | 33 | $154.3M |