| Collier Financial | 0001902901 | Feb 12, 2026 | 130 | $133.1M |
| AGH Wealth Advisors, LLC | 0002061010 | Feb 4, 2026 | 115 | $133.1M |
| Gilbert Capital Group, Inc. | 0002035854 | Jan 23, 2026 | 53 | $133.0M |
| Westwood Wealth Management | 0001861125 | Jan 20, 2026 | 106 | $133.0M |
| Lionshead Wealth Management, LLC | 0002056752 | Jan 13, 2026 | 106 | $133.0M |
| Joel Adams & Associates, Inc. | 0002020459 | Jan 27, 2026 | 63 | $133.0M |
| Legacy Advisory Services, LLC | 0002068847 | Jan 23, 2026 | 50 | $133.0M |
| Demming Financial Services Corp. | 0000760639 | Mar 13, 2026 | 35 | $133.0M |
| Lexington Hill Partners, LLC | 0002111980 | Feb 19, 2026 | 67 | $133.0M |
| Camelot Technology Advisors, Inc. | 0002021818 | Jan 14, 2026 | 54 | $132.9M |
| Summitas Investment Management LLC | 0002134540 | May 26, 2026 | 10 | $132.9M |
| Farnam Financial LLC | 0002080267 | Jan 26, 2026 | 53 | $132.9M |
| Williams & Novak, LLC | 0001998419 | Feb 5, 2026 | 141 | $132.8M |
| Topor & Co. Korea | 0002113285 | Apr 14, 2026 | 15 | $132.7M |
| Rainier Family Wealth Inc. | 0002073596 | Jan 20, 2026 | 91 | $132.7M |
| Somerset Group LLC | 0001567912 | Feb 12, 2026 | 59 | $132.7M |
| Sunrise Financial Services, LLC | 0002110891 | Feb 11, 2026 | 532 | $132.7M |
| Stanich Group LLC | 0002023324 | Jan 23, 2026 | 47 | $132.6M |
| Boreal Capital Management LLC | 0002080094 | Feb 17, 2026 | 515 | $132.6M |
| Fairway Financial, LLC | 0001921009 | Feb 4, 2026 | 22 | $132.5M |
| Atlantic Family Wealth, LLC | 0002012511 | Feb 12, 2026 | 55 | $132.4M |
| Virtus Fixed Income Advisers, LLC | 0002079921 | Feb 12, 2026 | 23 | $132.3M |
| Crabel Capital Management, LLC | 0001536557 | Feb 17, 2026 | 48 | $132.3M |
| Twin City Private Wealth, LLC | 0002021982 | Feb 13, 2026 | 94 | $132.2M |
| Nicholson Meyer Capital Management, Inc. | 0002065771 | Jan 28, 2026 | 44 | $132.2M |
| Katamaran Capital LLP | 0002025353 | Feb 4, 2026 | 34 | $132.1M |
| Windward Management LP | 0001880817 | Feb 17, 2026 | 8 | $132.1M |
| ADG Wealth Management Group, LLC | 0002053824 | Jan 15, 2026 | 41 | $132.0M |
| Rexford Capital Inc. | 0002081847 | Feb 17, 2026 | 275 | $132.0M |
| Bislett Management, LLC | 0001425041 | Feb 17, 2026 | 17 | $131.8M |
| Piar LLC | 0002054677 | Jan 27, 2026 | 61 | $131.8M |
| Gaddis Premier Wealth Advisors LLC | 0002087873 | Feb 11, 2026 | 82 | $131.8M |
| Lauer Wealth, LLC | 0001860063 | Jan 12, 2026 | 54 | $131.7M |
| McAlister, Sweet & Associates, Inc. | 0001774087 | Jan 2, 2026 | 25 | $131.7M |
| Shade Tree Advisors LLC | 0001804785 | Feb 4, 2026 | 40 | $131.6M |
| Mountain Lake Investment Management LLC | 0001308555 | Feb 17, 2026 | 23 | $131.6M |
| SIMA Wealth Partners, LLC | 0002135539 | May 28, 2026 | 130 | $131.5M |
| Fiduciary Advisors, Inc. | 0002047030 | Jan 27, 2026 | 125 | $131.5M |
| Marnell Management LLC | 0001852314 | Feb 13, 2026 | 57 | $131.5M |
| Cogent Private Wealth, Inc. | 0002078392 | Feb 10, 2026 | 98 | $131.3M |
| Andrew Hill Investment Advisors, Inc. | 0001897071 | Jan 23, 2026 | 47 | $131.3M |
| Signal Tree Financial Partners LLC | 0002069337 | Feb 17, 2026 | 48 | $131.1M |
| John S. & James L. Knight Foundation, Inc. | 0002105032 | Jan 23, 2026 | 3 | $131.1M |
| Challenger Wealth Management | 0002057602 | Feb 17, 2026 | 63 | $131.1M |
| Marathon Strategic Advisors, LLC | 0002021711 | Feb 11, 2026 | 50 | $131.0M |
| McAlvany Wealth Management LLC | 0002123857 | Mar 25, 2026 | 40 | $130.8M |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 0002111369 | Feb 12, 2026 | 97 | $130.6M |
| Palacios Wealth Management, LLC | 0002053829 | Jan 28, 2026 | 68 | $130.6M |
| Life Planning Partners, Inc | 0001910934 | Jan 16, 2026 | 66 | $130.6M |
| PUREfi Wealth, LLC | 0002001520 | Jan 12, 2026 | 164 | $130.5M |
| Fjell Capital, LLC | 0002053350 | Jan 12, 2026 | 66 | $130.4M |
| LifePlan Financial, LLC | 0001739485 | Jan 20, 2026 | 86 | $130.4M |
| Carbahal Olsen Financial Services Group, LLC | 0002052538 | Feb 2, 2026 | 42 | $130.3M |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 0001896071 | Feb 9, 2026 | 2 | $130.2M |
| DBK Financial Counsel, LLC | 0001904822 | Jan 26, 2026 | 59 | $130.2M |
| CFC Planning Co LLC | 0001854428 | Jan 30, 2026 | 71 | $130.0M |
| Kids Capital Management, L.P. | 0001909180 | Feb 13, 2026 | 12 | $129.9M |
| Vested Financial Planning, LLC | 0002044679 | Jan 23, 2026 | 30 | $129.9M |
| DUTCH ASSET Corp | 0002115141 | Mar 11, 2026 | 85 | $129.8M |
| Emmett Investment Management, LP | 0002042845 | Feb 17, 2026 | 22 | $129.8M |
| Centerpoint Advisory Group | 0002054093 | Feb 3, 2026 | 107 | $129.8M |
| WHI TRUST Co LLC | 0002013902 | Feb 5, 2026 | 94 | $129.8M |
| Family Legacy Financial Solutions, LLC | 0002076068 | Jan 20, 2026 | 53 | $129.7M |
| Alpha Advisors, LLC | 0002095967 | Feb 12, 2026 | 47 | $129.7M |
| Castlefield Investment Partners LLP | 0002109835 | Apr 8, 2026 | 36 | $129.7M |
| BXM Wealth LLC | 0002052379 | Jan 20, 2026 | 136 | $129.7M |
| ATX Financial Planning, LLC | 0002111013 | Feb 19, 2026 | 87 | $129.7M |
| Stolz & Associates, PS | 0002108989 | Feb 6, 2026 | 32 | $129.6M |
| Mustico Financial Group, Inc. | 0002034361 | Feb 17, 2026 | 44 | $129.6M |
| Midwest Financial Network, LLC | 0002137280 | Jun 4, 2026 | 68 | $129.6M |
| Clifford Group, LLC | 0001965522 | Feb 13, 2026 | 76 | $129.5M |
| K2 Financial Inc. | 0002044711 | Jan 22, 2026 | 58 | $129.4M |
| Diker Management LLC | 0001276525 | Feb 17, 2026 | 41 | $129.3M |
| Paragon Capital Management Inc. | 0002038506 | Jan 23, 2026 | 74 | $129.3M |
| WLTH Capital Management, LLC | 0002112635 | Feb 24, 2026 | 26 | $129.3M |
| Miramar Fiduciary Corp | 0001587301 | Jan 27, 2026 | 5 | $129.3M |
| Warm Springs Advisors Inc. | 0002057078 | Jan 27, 2026 | 48 | $129.2M |
| Kropog Financial Group, LLC | 0002084205 | Feb 5, 2026 | 29 | $129.1M |
| Tenere Capital LLC | 0001849517 | Feb 17, 2026 | 22 | $129.1M |
| Concorde Financial Corp | 0001911822 | Feb 17, 2026 | 27 | $129.0M |
| Clear Point Advisors Inc. | 0002010474 | Feb 10, 2026 | 123 | $128.8M |
| Finward Bancorp | 0000919864 | Jan 21, 2026 | 104 | $128.8M |
| Clio Asset Management LLC | 0001986196 | Jan 16, 2026 | 14 | $128.8M |
| Rahlfs Capital, LLC | 0002056410 | Feb 5, 2026 | 84 | $128.8M |
| Daytona Street Capital LLC | 0002101936 | Jan 21, 2026 | 304 | $128.7M |
| Forty-three Eighteen Advisors, LLC | 0002116323 | Mar 17, 2026 | 73 | $128.7M |
| Trium Capital LLP | 0001963860 | Jan 22, 2026 | 45 | $128.7M |
| Clear Retirement Advice LLC | 0002112984 | Feb 24, 2026 | 53 | $128.6M |
| John & Kathleen Schreiber Foundation | 0001910790 | Feb 13, 2026 | 4 | $128.5M |
| Talisman Wealth Advisors LLC | 0001962685 | Feb 20, 2026 | 115 | $128.5M |
| Arbor Wealth Management LLC\AZ | 0002149091 | Aug 31, 2026 | 104 | $128.5M |
| Northwest Wealth Advisors, LLC | 0002094564 | Feb 6, 2026 | 61 | $128.5M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0002114795 | Mar 5, 2026 | 438 | $128.5M |
| Outbound Financial Inc | 0002144328 | Jul 15, 2026 | 40 | $128.4M |
| MFG Wealth Management, Inc. | 0002053046 | Jan 7, 2026 | 61 | $128.3M |
| LTG Capital LLC | 0001936987 | Feb 11, 2026 | 25 | $128.3M |
| Stegent Equity Advisors, Inc. | 0001908976 | Jan 14, 2026 | 116 | $128.3M |
| Rydar Equities, Inc. | 0002065487 | Jan 21, 2026 | 91 | $128.3M |
| Guardian Investment Management | 0001365474 | Jan 23, 2026 | 56 | $128.3M |
| Skerryvore Asset Management Ltd | 0002043964 | Feb 13, 2026 | 7 | $128.3M |