| Lind Value II ApS | 0001891185 | Oct 15, 2025 | 11 | $265.0M |
| Revere Asset Management, Inc | 0001849529 | Nov 17, 2025 | 35 | $265.0M |
| Joseph P. Lucia & Associates, LLC | 0001775391 | Oct 20, 2025 | 161 | $265.1M |
| SMART Wealth LLC | 0002044723 | Nov 7, 2025 | 141 | $265.1M |
| Iyo Bank, Ltd. | 0001890435 | Nov 12, 2025 | 41 | $265.1M |
| National Wealth Management Group, LLC | 0001977723 | Oct 31, 2025 | 228 | $265.4M |
| Hunting Hill Global Capital, LLC | 0001697398 | Nov 14, 2025 | 79 | $265.5M |
| DLK Investment Management, LLC | 0002016793 | Oct 14, 2025 | 90 | $265.5M |
| Private Wealth Advisors, LLC | 0001787027 | Dec 1, 2025 | 86 | $265.5M |
| Codex Capital Asset Management L.L.C. | 0002030542 | Nov 13, 2025 | 30 | $265.6M |
| New Insight Wealth Advisors | 0002022328 | Oct 29, 2025 | 106 | $265.8M |
| Able Wealth Management LLC | 0002011908 | Oct 14, 2025 | 106 | $266.0M |
| Stonebridge Financial Planning Group, LLC | 0001802494 | Nov 18, 2025 | 171 | $266.3M |
| Ameriflex Group, Inc. | 0002057637 | Nov 12, 2025 | 1,090 | $266.7M |
| Trinity Wealth Management, LLC | 0001685364 | Oct 8, 2025 | 67 | $266.7M |
| WorthPointe, LLC | 0001921448 | Oct 17, 2025 | 105 | $266.8M |
| Family Wealth Partners, LLC | 0002016217 | Nov 12, 2025 | 81 | $266.8M |
| First Dallas Securities Inc. | 0001378559 | Nov 5, 2025 | 113 | $266.9M |
| Highland Peak Capital, LLC | 0001961320 | Nov 12, 2025 | 11 | $267.0M |
| Ruggaard & Associates LLC | 0001971230 | Nov 14, 2025 | 120 | $267.3M |
| Fosun International Ltd | 0001447884 | Nov 14, 2025 | 46 | $267.4M |
| BHK Investment Advisors, LLC | 0001710539 | Nov 5, 2025 | 67 | $267.7M |
| Warner Financial, Inc. | 0001927175 | Oct 20, 2025 | 124 | $267.8M |
| eCIO, Inc. | 0001830823 | Nov 12, 2025 | 70 | $267.9M |
| Weik Capital Management | 0001278793 | Nov 12, 2025 | 93 | $268.0M |
| SK Wealth Management, LLC | 0001867958 | Oct 10, 2025 | 83 | $268.2M |
| Barbara Oil Co. | 0001599670 | Nov 12, 2025 | 75 | $268.5M |
| TPG Financial Advisors, LLC | 0001706669 | Nov 13, 2025 | 66 | $268.5M |
| Jessup Wealth Management, Inc | 0001963536 | Oct 24, 2025 | 80 | $268.5M |
| Tandem Financial, LLC | 0002049157 | Oct 31, 2025 | 88 | $268.5M |
| Monaco Asset Management SAM | 0001803593 | Nov 10, 2025 | 70 | $268.6M |
| Yakira Capital Management, Inc. | 0001584639 | Nov 13, 2025 | 179 | $268.6M |
| MKT Advisors LLC | 0001906802 | Oct 17, 2025 | 167 | $268.6M |
| IMZ Advisory Inc | 0002017735 | Oct 9, 2025 | 41 | $268.6M |
| Sachetta, LLC | 0002010574 | Oct 24, 2025 | 1,072 | $268.6M |
| Stone Point Capital LLC | 0001332638 | Nov 13, 2025 | 2 | $268.8M |
| Tyro Capital Management LLC | 0001915395 | Nov 13, 2025 | 10 | $269.2M |
| Post Oak Energy Holdings, LLC | 0001911838 | Nov 14, 2025 | 1 | $269.4M |
| Lakeshore Financial Planning, Inc. | 0002000571 | Nov 14, 2025 | 83 | $269.4M |
| WIT Partners Advisory Pte. Ltd. | 0002000043 | Nov 13, 2025 | 13 | $269.5M |
| OMC Financial Services LTD | 0002026391 | Oct 21, 2025 | 67 | $269.5M |
| Kathleen S. Wright Associates Inc. | 0001908433 | Oct 10, 2025 | 236 | $269.7M |
| Diametric Capital, LP | 0001719087 | Nov 13, 2025 | 373 | $269.7M |
| STF Management LP | 0001965239 | Nov 12, 2025 | 101 | $269.7M |
| Strategic Equity Management | 0001843578 | Nov 5, 2025 | 65 | $269.9M |
| Kirkwood Financial Services | 0001814128 | Sep 18, 2026 | 34 | $270.1M |
| ShoreHaven Wealth Partners, LLC | 0001844922 | Oct 23, 2025 | 101 | $270.2M |
| PCA Investment Advisory Services Inc. | 0001977044 | Nov 6, 2025 | 53 | $270.3M |
| Holowesko Partners Ltd. | 0001428569 | Nov 13, 2025 | 26 | $270.3M |
| Wind River Trust Co | 0001657703 | Nov 12, 2025 | 10 | $270.4M |
| Zullo Investment Group, Inc. | 0001909760 | Oct 23, 2025 | 152 | $270.4M |
| G&S Capital LLC | 0001731448 | Oct 23, 2025 | 129 | $270.5M |
| Enstar Group LTD | 0001363829 | Nov 13, 2025 | 11 | $270.6M |
| Alexander Labrunerie & Co., Inc. | 0002024333 | Nov 25, 2025 | 119 | $270.6M |
| Adapt Wealth Advisors, LLC | 0002013937 | Nov 10, 2025 | 107 | $270.6M |
| Guerra Advisors Inc | 0002055363 | Nov 4, 2025 | 931 | $270.7M |
| Brown Financial Advisors | 0002035548 | Nov 14, 2025 | 147 | $270.7M |
| Flynn Zito Capital Management, LLC | 0001857144 | Nov 5, 2025 | 132 | $270.7M |
| Seaview Investment Managers LLC | 0001832158 | Nov 6, 2025 | 75 | $270.7M |
| Sonata Capital Group Inc. | 0001172036 | Nov 12, 2025 | 121 | $270.8M |
| Brick & Kyle, Associates | 0001632253 | Nov 14, 2025 | 59 | $271.0M |
| Rakuten Securities, Inc. | 0002009539 | Oct 28, 2025 | 905 | $271.0M |
| Colonial River Investments, LLC | 0001845859 | Nov 13, 2025 | 236 | $271.1M |
| Aventura Private Wealth, LLC | 0002074418 | Jan 7, 2026 | 808 | $271.2M |
| Breakwater Investment Management | 0002025925 | Oct 3, 2025 | 530 | $271.2M |
| BKM Wealth Management, LLC | 0002007263 | Oct 23, 2025 | 155 | $271.2M |
| Beddow Capital Management Inc. | 0001278641 | Nov 12, 2025 | 55 | $271.3M |
| Camarda Financial Advisors, LLC | 0001536444 | Nov 14, 2025 | 111 | $271.3M |
| Kings Path Partners LLC | 0002030974 | Jul 13, 2026 | 319 | $271.4M |
| Gunderson Capital Management LLC | 0001792397 | Oct 22, 2025 | 53 | $271.4M |
| Denver Wealth Management, Inc. | 0001909800 | Nov 12, 2025 | 91 | $271.4M |
| Prudent Man Advisors, LLC | 0001817174 | Nov 13, 2025 | 133 | $271.5M |
| LifeGuide Financial Advisors, LLC | 0001908585 | Oct 20, 2025 | 48 | $271.6M |
| Five Oceans Advisors | 0001876326 | Oct 22, 2025 | 189 | $271.8M |
| Lumbard & Kellner, LLC | 0001602476 | Nov 12, 2025 | 97 | $271.9M |
| Monte Financial Group, LLC | 0001755651 | Oct 31, 2025 | 92 | $271.9M |
| Thomas Story & Son LLC | 0001505207 | Oct 14, 2025 | 51 | $272.0M |
| Highview Capital Management LLC | 0001903786 | Nov 13, 2025 | 106 | $272.0M |
| Sandler Capital Management | 0001000742 | Nov 14, 2025 | 119 | $272.1M |
| Miller Value Partners | 0001135778 | Nov 14, 2025 | 36 | $272.2M |
| HF Advisory Group, LLC | 0001963169 | Oct 6, 2025 | 166 | $272.3M |
| Prosperity Financial Group, Inc. | 0001991334 | Nov 14, 2025 | 177 | $272.6M |
| Slagle Financial, LLC | 0001984918 | Nov 6, 2025 | 116 | $272.7M |
| Westwood Wealth Management | 0001861125 | Oct 24, 2025 | 46 | $272.7M |
| Stance Capital LLC | 0002056334 | Nov 19, 2025 | 282 | $272.7M |
| True Wind Capital Management, L.P. | 0001824827 | Oct 23, 2025 | 2 | $272.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 0002035883 | Oct 29, 2025 | 79 | $272.8M |
| Boothe Investment Group, Inc. | 0001749798 | Oct 27, 2025 | 37 | $273.0M |
| 5AM Venture Management, LLC | 0001799883 | Nov 14, 2025 | 25 | $273.0M |
| InvesTrust | 0002050848 | Oct 2, 2025 | 95 | $273.1M |
| California First Leasing Corp. | 0000803016 | Oct 29, 2025 | 44 | $273.1M |
| Square Wave Capital, LLC | 0002077145 | Nov 14, 2025 | 8 | $273.3M |
| FSA Wealth Management LLC | 0001804256 | Nov 17, 2025 | 574 | $273.5M |
| Geneva Partners, LLC | 0001712671 | Nov 12, 2025 | 68 | $273.6M |
| Empower Annuity Insurance Co | 0001444597 | Nov 13, 2025 | 1 | $273.9M |
| Norris Financial Group, LLC | 0002129318 | May 20, 2026 | 98 | $273.9M |
| TRV GP Iv, LLC | 0001688325 | Nov 13, 2025 | 2 | $274.0M |
| Lowe Wealth Advisors, LLC | 0001574010 | Oct 16, 2025 | 395 | $274.0M |
| Arkfeld Wealth Strategies, L.L.C. | 0001789382 | Nov 5, 2025 | 114 | $274.1M |
| Multicoin Capital Management, LLC | 0002017172 | Nov 13, 2025 | 3 | $274.3M |