| Broussard Financial Group LLC | 0001548136 | Feb 2, 2026 | 34 | $123.3M |
| Koenig Investment Advisory, LLC | 0002114481 | Mar 3, 2026 | 37 | $123.3M |
| Tenzing Financial LLC | 0002111360 | Feb 13, 2026 | 68 | $123.2M |
| Madrid Wealth Management, LLC | 0002106678 | Feb 2, 2026 | 72 | $123.2M |
| Madison Park Capital Advisors, LLC | 0001993022 | Jan 20, 2026 | 62 | $123.2M |
| Washington Capital Management, Inc. | 0000928566 | Jan 29, 2026 | 111 | $123.2M |
| ArborFi Advisors, LLC | 0002054674 | Jan 29, 2026 | 49 | $123.2M |
| Balance Capital Partners L.P. | 0002109256 | Feb 13, 2026 | 3 | $123.2M |
| Blue Jean Financial LLC | 0002047089 | Feb 13, 2026 | 74 | $123.1M |
| Maxele Advisors, LLC | 0002096567 | Feb 5, 2026 | 100 | $123.1M |
| IF Advisors, LLC | 0002109472 | Feb 10, 2026 | 41 | $123.1M |
| Freestate Advisors LLC | 0001660328 | Jan 12, 2026 | 41 | $123.1M |
| Ares Systematic Credit Ltd | 0002135379 | May 19, 2026 | 145 | $123.0M |
| Laurus Global Equity Management Inc. | 0001869316 | Jan 28, 2026 | 44 | $122.8M |
| M3 Wealth Management, LLC | 0002109365 | May 5, 2026 | 31 | $122.7M |
| HCEP Management Ltd | 0001822015 | Feb 13, 2026 | 4 | $122.6M |
| Blueline Advisors LLC | 0002110066 | Feb 10, 2026 | 213 | $122.6M |
| Adelphi Trust Co | 0002106968 | Jan 26, 2026 | 99 | $122.5M |
| US Asset Management LLC | 0001882673 | Jan 27, 2026 | 118 | $122.5M |
| MH & Associates Securities Management Corp. | 0000354201 | Jan 22, 2026 | 102 | $122.5M |
| Sageworth Trust Co of South Dakota | 0001871593 | Jan 30, 2026 | 46 | $122.4M |
| SCP Investment, LP | 0001730961 | Feb 10, 2026 | 41 | $122.4M |
| Chung Wu Investment Group, LLC | 0002054278 | Feb 2, 2026 | 262 | $122.3M |
| Red Crane Wealth Management, LLC | 0001686343 | Feb 3, 2026 | 66 | $122.3M |
| Fremen Capital Management LP | 0002064172 | Feb 17, 2026 | 15 | $122.2M |
| Town Capital LLC | 0001871352 | Jun 4, 2026 | 91 | $122.2M |
| marrick wealth, LLC | 0002109850 | Feb 13, 2026 | 55 | $122.2M |
| Matters Capital LLC | 0002110838 | Feb 17, 2026 | 65 | $122.2M |
| Hingham Institution for Savings | 0002044671 | Jan 30, 2026 | 12 | $122.0M |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 0002104543 | Jan 27, 2026 | 79 | $122.0M |
| Barden Capital Management, Inc. | 0001906798 | Jan 6, 2026 | 56 | $121.8M |
| Bosman Wealth Management, LLC | 0002066260 | Jan 27, 2026 | 49 | $121.8M |
| Edmp, Inc. | 0001016021 | Jan 21, 2026 | 68 | $121.7M |
| Storgate, LLC | 0002110835 | Feb 13, 2026 | 153 | $121.7M |
| Pitti Group Wealth Management, LLC | 0001909664 | Feb 13, 2026 | 77 | $121.6M |
| Blake Schutter Theil Wealth Advisors, LLC | 0002042011 | Feb 2, 2026 | 107 | $121.6M |
| Fulcrum Wealth Advisors, LLC | 0002108790 | Feb 2, 2026 | 67 | $121.5M |
| Expect Equity LLC | 0002007407 | Aug 19, 2026 | 58 | $121.4M |
| Elizabeth Park Capital Advisors, Ltd. | 0001600583 | Feb 17, 2026 | 45 | $121.4M |
| SVRN Asset Management, LLC | 0002094004 | Feb 13, 2026 | 43 | $121.4M |
| Geremia Financial Services, LLC | 0002104898 | Jan 13, 2026 | 10 | $121.2M |
| True Blue Financial, LLC | 0002010212 | Feb 5, 2026 | 51 | $121.1M |
| Prosperity Advisers, LLC | 0002042930 | Jan 23, 2026 | 40 | $121.1M |
| Smith Asset Management Co., LLC | 0002068217 | Feb 19, 2026 | 70 | $121.1M |
| TrueWealth Financial Partners | 0001908108 | Feb 5, 2026 | 50 | $121.1M |
| Shepherd Kaplan Krochuk, LLC | 0001218583 | Feb 13, 2026 | 64 | $121.1M |
| Troutman Wealth Management, LLC | 0002110807 | Feb 18, 2026 | 37 | $121.0M |
| Midwestern Financial, LLC | 0002083276 | Feb 6, 2026 | 52 | $120.9M |
| Evolution Wealth Management Inc. | 0002010029 | Feb 10, 2026 | 747 | $120.9M |
| Sandro Wealth Management LLC | 0002107860 | Feb 2, 2026 | 93 | $120.8M |
| Mueller Wealth, LLC | 0002110608 | Feb 10, 2026 | 15 | $120.8M |
| Sierra Ocean, LLC | 0002051715 | Feb 6, 2026 | 61 | $120.8M |
| NorthAvenue LLC | 0002123735 | Apr 2, 2026 | 375 | $120.8M |
| Eagle Harbor Asset Management Inc. | 0001088388 | Aug 11, 2026 | 132 | $120.8M |
| Chesapeake Asset Management LLC | 0001079397 | Jan 8, 2026 | 337 | $120.7M |
| Explore Capital Management, LLC | 0002026286 | Feb 11, 2026 | 14 | $120.6M |
| Sentinel Wealth Management, Inc. | 0001929328 | Jan 8, 2026 | 38 | $120.6M |
| Elm3 Financial Group, LLC | 0002011201 | Jan 22, 2026 | 113 | $120.6M |
| Strategic Advisory Partners, LLC | 0002114344 | Mar 3, 2026 | 36 | $120.5M |
| NDVR, Inc. | 0002011247 | Feb 12, 2026 | 121 | $120.5M |
| Linden Rose Investment LLC | 0001833819 | Feb 9, 2026 | 7 | $120.3M |
| Niles Investment Management, LLC | 0002016708 | Feb 13, 2026 | 19 | $120.3M |
| URS Advisory LLC | 0002111352 | Feb 17, 2026 | 44 | $120.3M |
| Alexander Randolph Advisory, Inc. | 0000874816 | Feb 5, 2026 | 54 | $120.3M |
| Orvieto Partners, L.P. | 0002052484 | Feb 12, 2026 | 41 | $120.3M |
| Vigil Wealth Management, LLC | 0002107625 | Feb 10, 2026 | 77 | $120.3M |
| Ferguson Johnson Wealth Management Inc | 0002109387 | Feb 6, 2026 | 35 | $120.3M |
| Davis Wealth Advisors, LLC | 0002104502 | Feb 17, 2026 | 69 | $120.2M |
| Golden Bell Financial Planning LLC | 0002044309 | Feb 3, 2026 | 36 | $120.1M |
| Semitam Bonam LLC | 0001922963 | Jan 20, 2026 | 47 | $120.1M |
| Valor Advisors LLC | 0002108599 | Jul 1, 2026 | 36 | $120.0M |
| Alterna Wealth Management, Inc. | 0001767699 | Jan 23, 2026 | 101 | $120.0M |
| Vista Cima Wealth Management LLC | 0002055907 | Feb 11, 2026 | 51 | $119.9M |
| Global Strategic Management Inc. | 0001413303 | Feb 13, 2026 | 27 | $119.9M |
| Cook & Bynum Capital Management, LLC | 0001542280 | Feb 17, 2026 | 6 | $119.7M |
| Frisco Financial Planning LLC | 0002133972 | May 12, 2026 | 26 | $119.6M |
| Wiregrass Investment Management LLC | 0002109460 | Feb 13, 2026 | 98 | $119.6M |
| Peak Wealth Management LLC | 0002094948 | Feb 4, 2026 | 51 | $119.6M |
| CDKV Holdings LLC | 0002109928 | Feb 17, 2026 | 277 | $119.5M |
| Nest Investments, LLC | 0001948755 | Aug 18, 2026 | 30 | $119.5M |
| Mishpacha Holdings Corp. | 0002111655 | Feb 27, 2026 | 11 | $119.5M |
| Bretton Capital Management, LLC | 0002043671 | Jan 26, 2026 | 18 | $119.5M |
| Potomac Capital Management, Inc. | 0001418746 | Feb 11, 2026 | 66 | $119.5M |
| Chesapeake Capital Corp. | 0001093908 | Feb 3, 2026 | 158 | $119.5M |
| Delta Wealth Advisors LLC | 0001970701 | Jan 28, 2026 | 47 | $119.4M |
| R.H. Investment Group, LLC | 0002048733 | Jan 16, 2026 | 33 | $119.4M |
| MRP Capital Investments, LLC | 0001964831 | Feb 9, 2026 | 200 | $119.3M |
| Boyce & Associates Wealth Consulting, Inc. | 0001922884 | Jan 20, 2026 | 75 | $119.3M |
| Cauble & Harre Wealth Management, Inc. | 0002064807 | Feb 5, 2026 | 70 | $119.3M |
| Investment Management Corp. /Va/ | 0000789307 | Jan 29, 2026 | 53 | $119.3M |
| Arbor Capital Management Inc. | 0001027570 | Jan 28, 2026 | 103 | $119.2M |
| Wulff, Hansen & Co. | 0000108634 | Feb 3, 2026 | 102 | $119.2M |
| Ridge Creek Global, Inc | 0002111429 | Feb 13, 2026 | 86 | $119.2M |
| Sound Portfolio Advisors, LLC | 0002109204 | Feb 5, 2026 | 33 | $119.1M |
| E-Wealth Partners, LLC | 0002129940 | May 13, 2026 | 57 | $119.0M |
| Emissary Wealth LLC | 0002107252 | Jan 27, 2026 | 59 | $119.0M |
| Charter Oak Advisors LP | 0002022905 | Feb 13, 2026 | 13 | $119.0M |
| Santa Clara Valley Transportation Authority | 0002043469 | Feb 13, 2026 | 4 | $119.0M |
| University of Wisconsin Foundation | 0001697228 | Feb 13, 2026 | 8 | $118.9M |
| Integrated Wealthcare, LLC | 0001962105 | Jan 23, 2026 | 28 | $118.9M |