| Tiptree Advisors, LLC | 0001455452 | Feb 17, 2026 | 20 | $173.4M |
| Optivise Advisory Services LLC | 0002042876 | Jan 12, 2026 | 199 | $173.5M |
| Defined Wealth Management, LLC | 0001849518 | Jan 15, 2026 | 109 | $173.5M |
| Yukon Wealth Management, Inc. | 0002065849 | Feb 10, 2026 | 81 | $173.5M |
| Melfa Wealth Management, Inc. | 0001962465 | Jan 16, 2026 | 202 | $173.5M |
| Financial Planning Hawaii, Inc. | 0002105146 | Jan 15, 2026 | 128 | $173.6M |
| Thoma Capital Management LLC | 0002060298 | Jan 8, 2026 | 60 | $173.6M |
| Ledgewood Wealth Advisors, LLC | 0002064043 | Jan 16, 2026 | 71 | $173.6M |
| Trivant Custom Portfolio Group, LLC | 0001977992 | Jan 21, 2026 | 74 | $173.6M |
| Runnymede Capital Advisors, Inc. | 0002054540 | Jan 21, 2026 | 74 | $173.6M |
| Coordinated Financial Services, Inc. | 0002055532 | Feb 9, 2026 | 182 | $173.9M |
| KRS Capital Management, LLC | 0001910876 | Jan 15, 2026 | 115 | $173.9M |
| Stephens Greth Foundation | 0002107267 | Feb 9, 2026 | 4 | $173.9M |
| Farrow Financial, Inc. | 0002010644 | Jan 27, 2026 | 53 | $174.0M |
| ROI Financial Advisors, LLC | 0002011633 | Feb 13, 2026 | 65 | $174.1M |
| Prospect Financial Services LLC | 0002012519 | Feb 6, 2026 | 104 | $174.1M |
| HarbourVest Partners LLC | 0001201001 | Feb 17, 2026 | 7 | $174.2M |
| Oak Wealth Advisors LLC | 0002056728 | Feb 11, 2026 | 59 | $174.2M |
| Shearwater Capital LLC | 0001905665 | Jan 13, 2026 | 53 | $174.2M |
| Thor Investment Management Inc. /Oh/ | 0000883734 | Jul 9, 2026 | 39 | $174.3M |
| Arcadia Wealth Management, Inc. | 0002059339 | Feb 10, 2026 | 56 | $174.4M |
| Marin Bay Wealth Advisors, LLC | 0002109834 | Feb 17, 2026 | 120 | $174.5M |
| 4J Wealth Management LLC | 0001840775 | Jan 15, 2026 | 98 | $174.7M |
| Panoramic Capital, LLC | 0001950490 | Feb 17, 2026 | 37 | $174.7M |
| Howard Hughes Medical Institute | 0000810386 | Feb 17, 2026 | 500 | $174.7M |
| Lam Group, Inc. | 0001961944 | Jan 23, 2026 | 75 | $174.7M |
| QSM Asset Management Ltd | 0002058325 | Jan 15, 2026 | 21 | $174.7M |
| Lepercq De Neuflize Asset Management LLC | 0001854423 | Feb 20, 2026 | 17 | $174.9M |
| Ategra Capital Management, LLC | 0001741369 | Feb 17, 2026 | 25 | $175.0M |
| Kellett Wealth Advisors, LLC | 0001910381 | Jan 23, 2026 | 79 | $175.1M |
| Godshalk Welsh Capital Management, Inc. | 0001631775 | Feb 12, 2026 | 132 | $175.1M |
| Echo45 Advisors LLC | 0001908617 | Feb 6, 2026 | 74 | $175.2M |
| Thompson David Blair | 0002150492 | Aug 14, 2026 | 172 | $175.3M |
| Birch Financial Group, LLC | 0002083592 | Jan 15, 2026 | 136 | $175.4M |
| Gross & Hartman Investments LLC | 0001966094 | May 14, 2026 | 71 | $175.5M |
| Sender Co & Partners, Inc. | 0001659380 | Feb 17, 2026 | 69 | $175.5M |
| Gridiron Partners, LLC | 0001910867 | Jan 8, 2026 | 59 | $175.5M |
| Golden Road Advisors LLC | 0002014454 | Feb 2, 2026 | 49 | $175.6M |
| Ehrlich Financial Group | 0002010632 | Jan 6, 2026 | 110 | $175.7M |
| Archon Capital Management LLC | 0001398825 | Feb 13, 2026 | 48 | $175.8M |
| Strategic Financial Planning, Inc. | 0001802277 | Feb 17, 2026 | 39 | $175.8M |
| McHugh Group, LLC | 0002052657 | Feb 2, 2026 | 81 | $175.8M |
| Burrus Financial Services, Inc. | 0001573947 | Jan 30, 2026 | 12 | $175.9M |
| Ausbil Investment Management Ltd | 0001966036 | Jan 13, 2026 | 67 | $175.9M |
| Wormser Freres Gestion | 0002051288 | Feb 10, 2026 | 44 | $176.0M |
| Mercuria Capital Strategies, LLC | 0002048079 | Feb 17, 2026 | 28 | $176.1M |
| EJF Capital LP | 0001353254 | Feb 17, 2026 | 76 | $176.1M |
| Swisher Financial Concepts, Inc. | 0001947503 | Feb 10, 2026 | 97 | $176.1M |
| SummerHaven Investment Management, LLC | 0001846436 | Feb 3, 2026 | 194 | $176.2M |
| Industrial Alliance Investment Management Inc. | 0001630798 | Feb 5, 2026 | 8 | $176.2M |
| Pinney & Scofield, Inc. | 0002056763 | Feb 13, 2026 | 212 | $176.2M |
| Solas Capital Management, LLC | 0001604867 | Feb 17, 2026 | 22 | $176.2M |
| Vienna Asset Management LLC | 0001913545 | Feb 13, 2026 | 55 | $176.2M |
| William Allan Corp | 0001910961 | Feb 12, 2026 | 58 | $176.3M |
| Sterling Investment Management, LLC | 0001509873 | Feb 3, 2026 | 69 | $176.3M |
| Momentous Wealth Management, Inc. | 0002055574 | Feb 17, 2026 | 46 | $176.4M |
| General Partner, Inc. | 0001800508 | Jan 6, 2026 | 169 | $176.4M |
| Kestrel Investment Management Corp. | 0000917579 | Feb 3, 2026 | 40 | $176.4M |
| Aurora Investment Managers, LLC. | 0001798485 | Jan 8, 2026 | 45 | $176.4M |
| Harvest Investment Advisors, LLC | 0001967261 | Feb 17, 2026 | 57 | $176.4M |
| Define Financial, LLC | 0002021320 | Jan 13, 2026 | 43 | $176.4M |
| CAP Partners, LLC | 0002006870 | Feb 4, 2026 | 143 | $176.5M |
| CNO Financial Group, Inc. | 0001224608 | Feb 12, 2026 | 10 | $176.5M |
| Granite Group Advisors, LLC | 0002018114 | Jan 13, 2026 | 90 | $176.6M |
| Financial Designs Corp | 0001561383 | Jan 23, 2026 | 23 | $176.6M |
| Andera Partners | 0001757283 | Feb 17, 2026 | 5 | $176.6M |
| Pacific Wealth Strategies Group, Inc. | 0001766571 | Feb 9, 2026 | 61 | $176.6M |
| United Airlines Holdings, Inc. | 0000100517 | Feb 17, 2026 | 3 | $176.7M |
| Brigade Capital Management, LP | 0001421306 | Feb 13, 2026 | 16 | $176.7M |
| Presper Financial Architects, LLC | 0002066674 | Feb 5, 2026 | 54 | $176.9M |
| Aegis Wealth Management LLC | 0001628818 | Jan 14, 2026 | 121 | $176.9M |
| Karnit Road Accident Victims Compensation Fund | 0002110887 | Feb 17, 2026 | 16 | $176.9M |
| Legacies Wealth LLC | 0001755933 | Jan 29, 2026 | 118 | $176.9M |
| Orser Capital Management, LLC | 0001785717 | Jan 12, 2026 | 55 | $177.0M |
| Lowery Thomas, LLC | 0001919701 | Jan 26, 2026 | 55 | $177.0M |
| Wealth Forward, LLC | 0002012773 | Jan 30, 2026 | 43 | $177.0M |
| Warburton Capital Management, LLC | 0002054795 | Jan 23, 2026 | 61 | $177.1M |
| Milestone Asset Management Group, LLC | 0002063452 | Feb 3, 2026 | 129 | $177.1M |
| Babb Wealth Advisors LLC | 0002047312 | Feb 11, 2026 | 18 | $177.1M |
| PTM Wealth Management, LLC | 0002061027 | Jan 9, 2026 | 56 | $177.2M |
| Guardian Wealth Advisors, LLC | 0001858828 | Feb 2, 2026 | 70 | $177.3M |
| Hoffman, Alan N Investment Management | 0001848530 | Jan 6, 2026 | 15 | $177.3M |
| Meriwether Wealth & Planning, LLC | 0002055554 | Jan 14, 2026 | 123 | $177.3M |
| Arrien Investments, Inc. | 0002052048 | Jan 30, 2026 | 46 | $177.3M |
| Ballew Advisors, Inc | 0001729096 | Jan 14, 2026 | 120 | $177.4M |
| Monashee Investment Management LLC | 0001627608 | Feb 12, 2026 | 40 | $177.5M |
| Atlantic Investment Management, Inc. | 0001063296 | Feb 17, 2026 | 10 | $177.6M |
| Electric Capital Partners, LLC | 0002087133 | Feb 17, 2026 | 8 | $177.7M |
| Atomic Invest LLC | 0002137372 | Sep 18, 2026 | 308 | $177.8M |
| Independence Wealth Advisors, LLC | 0002001765 | Jan 9, 2026 | 83 | $177.8M |
| Emergent Wealth Advisors, LLC | 0001799880 | Jan 14, 2026 | 134 | $177.8M |
| Viawealth, LLC | 0001965401 | Feb 10, 2026 | 152 | $177.8M |
| Wynnefield Capital Inc. | 0001251567 | Feb 13, 2026 | 12 | $177.8M |
| OnyxPoint Global Management LP | 0001961491 | Feb 17, 2026 | 7 | $177.9M |
| Delta Capital Management LLC | 0000893738 | Jan 15, 2026 | 99 | $178.0M |
| Valley Financial Group, Inc. | 0002010327 | Feb 18, 2026 | 62 | $178.0M |
| Beckerman Institutional, LLC | 0002043468 | Feb 10, 2026 | 115 | $178.1M |
| Corsicana & Co. | 0001869923 | Jan 7, 2026 | 259 | $178.2M |
| Vision One Management Partners, LP | 0001979969 | Feb 18, 2026 | 10 | $178.2M |
| Counterweight Ventures, LLC | 0002012467 | Jan 15, 2026 | 80 | $178.3M |