| Family Office Research LLC | 0002041267 | Feb 9, 2026 | 77 | $244.6M |
| Bull Oak Capital, LLC | 0001824263 | Feb 2, 2026 | 36 | $244.8M |
| Elevation Capital Advisory, LLC | 0001871112 | Jan 26, 2026 | 64 | $244.8M |
| Dopkins Wealth Management, LLC | 0001904152 | Jan 9, 2026 | 81 | $244.8M |
| Bayshore Asset Management, LLC | 0001906790 | Jan 8, 2026 | 40 | $245.0M |
| Avalon Advisory Group | 0001802119 | Jan 29, 2026 | 13 | $245.1M |
| Financial Symmetry Inc | 0002004843 | Jan 28, 2026 | 60 | $245.2M |
| Signature Wealth Management Group | 0001736666 | Jan 15, 2026 | 106 | $245.3M |
| Pillsbury Lake Capital LLC | 0002111915 | Feb 18, 2026 | 29 | $245.4M |
| Tumwater Wealth Management, LLC | 0002034579 | Jan 29, 2026 | 35 | $245.4M |
| HighMark Wealth Management LLC | 0001802451 | Feb 5, 2026 | 588 | $245.4M |
| LifePlan Investment Advisors, Inc. | 0002045484 | Feb 9, 2026 | 116 | $245.5M |
| Lodestone Wealth Management LLC | 0001950158 | Jan 15, 2026 | 798 | $245.6M |
| Lewis Asset Management, LLC | 0002004520 | Jan 15, 2026 | 185 | $245.6M |
| Traveka Wealth, LLC | 0002009176 | Jan 8, 2026 | 188 | $245.6M |
| Lombard Odier Asset Management (USA) Corp | 0001491719 | Feb 17, 2026 | 151 | $245.6M |
| Wrenne Financial Planning LLC | 0002023054 | Feb 10, 2026 | 51 | $245.8M |
| Decatur Capital Management, Inc. | 0001505961 | Feb 11, 2026 | 34 | $245.8M |
| Blacksheep Fund Management Ltd | 0001800249 | Feb 13, 2026 | 8 | $246.0M |
| TMT General Partner Ltd | 0001847582 | Jan 30, 2026 | 3 | $246.0M |
| Kensington Investment Counsel, LLC | 0001845536 | Feb 18, 2026 | 104 | $246.2M |
| Paces Ferry Wealth Advisors, LLC | 0001819919 | Feb 11, 2026 | 132 | $246.3M |
| Legacy Bridge, LLC | 0001689144 | Jan 23, 2026 | 464 | $246.4M |
| Bernard Wealth Management Corp. | 0002056313 | Jan 15, 2026 | 356 | $246.5M |
| Parker Financial LLC | 0001965668 | Feb 3, 2026 | 34 | $246.6M |
| Reliant Investment Management, LLC | 0001517429 | Jan 20, 2026 | 57 | $246.7M |
| Cherokee Insurance Co | 0002077903 | Jan 29, 2026 | 121 | $246.7M |
| Montz Harcus Wealth Management LLC | 0001918613 | Jan 22, 2026 | 89 | $246.7M |
| Eagle Bluffs Wealth Management LLC | 0001906547 | Feb 13, 2026 | 80 | $246.7M |
| Two Point Capital Management, Inc. | 0001962382 | Jan 16, 2026 | 25 | $246.8M |
| Wetzel Investment Advisors, Inc. | 0002009211 | Jan 22, 2026 | 132 | $246.9M |
| Shared Vision Wealth Group LLC | 0002008178 | Feb 11, 2026 | 99 | $247.0M |
| MTCO Ltd. | 0002095669 | Jan 21, 2026 | 2 | $247.2M |
| Bay Rivers Group | 0001798924 | Jan 7, 2026 | 97 | $247.3M |
| Westfuller Advisors, LLC | 0002024115 | Jan 21, 2026 | 765 | $247.3M |
| Brightline Capital Management, LLC | 0001432450 | Feb 13, 2026 | 8 | $247.4M |
| Prospect Hill Management, LLC | 0001837320 | Jan 29, 2026 | 13 | $247.4M |
| Mount Capital Ltd | 0001896379 | Feb 11, 2026 | 16 | $247.5M |
| StoneCrest Wealth Management, Inc. | 0002008409 | Jan 16, 2026 | 71 | $247.8M |
| Tabor Asset Management, LP | 0001834780 | Feb 17, 2026 | 33 | $247.8M |
| TKG Advisors, LLC | 0001843275 | Jan 29, 2026 | 90 | $247.9M |
| Selby Wealth Management, LLC | 0002110725 | Feb 13, 2026 | 84 | $248.0M |
| MBA Advisors LLC | 0001848704 | Jan 21, 2026 | 138 | $248.1M |
| Genesee Capital Advisors, LLC | 0001652348 | Jan 16, 2026 | 129 | $248.5M |
| Hubbell Strickland Wealth Management, LLC | 0001791555 | Jan 20, 2026 | 80 | $248.5M |
| Madden Advisory Services, Inc. | 0001542284 | Feb 11, 2026 | 105 | $248.7M |
| Painted Porch Advisors LLC | 0002024585 | Mar 19, 2026 | 71 | $248.7M |
| Beta Wealth Group, Inc. | 0001594417 | Feb 13, 2026 | 115 | $248.7M |
| Game Plan Financial Advisors, LLC | 0001802952 | Jan 14, 2026 | 366 | $248.7M |
| Athos Capital Ltd | 0001681662 | Feb 12, 2026 | 36 | $248.8M |
| Chicago Wealth Management, Inc. | 0001592178 | Feb 17, 2026 | 53 | $248.8M |
| Shira Ridge Wealth Management | 0001961210 | Jan 12, 2026 | 83 | $248.9M |
| Burns Matteson Capital Management, LLC | 0001894164 | Jan 15, 2026 | 186 | $249.0M |
| Index Venture Life Associates VI Ltd | 0001865139 | Feb 13, 2026 | 1 | $249.1M |
| Beacon Investment Advisors LLC | 0001961635 | Feb 17, 2026 | 166 | $249.3M |
| Retirement Planning Co of New England, Inc. | 0001817693 | Jan 28, 2026 | 245 | $249.3M |
| Solstein Capital, LLC | 0001730769 | Feb 13, 2026 | 477 | $249.3M |
| Freshford Capital Management, LLC | 0001459270 | Feb 17, 2026 | 18 | $249.3M |
| Stash Investments, LLC | 0002008308 | Jan 6, 2026 | 5 | $249.5M |
| Pennington Partners & Co., LLC | 0001779355 | Feb 17, 2026 | 97 | $249.6M |
| Juno Financial Group LLC | 0002106874 | Jan 28, 2026 | 69 | $249.8M |
| SGL Investment Advisors, Inc. | 0002043186 | Feb 6, 2026 | 126 | $250.0M |
| Concorde Asset Management, LLC | 0001631773 | Feb 13, 2026 | 241 | $250.0M |
| Orin Green Financial, LLC | 0001844227 | Feb 6, 2026 | 77 | $250.0M |
| Roehl & Yi Investment Advisors, LLC | 0002097566 | Feb 17, 2026 | 171 | $250.2M |
| Altus Wealth Group LLC | 0001842572 | Feb 13, 2026 | 142 | $250.2M |
| 5T Wealth, LLC | 0002039313 | Jan 27, 2026 | 127 | $250.3M |
| Financial Council, LLC | 0001883629 | Feb 5, 2026 | 101 | $250.5M |
| Cornerstone National Bank & Trust Co | 0002104293 | Jan 29, 2026 | 199 | $250.7M |
| O'Connor Financial Group LLC | 0001973783 | Jan 26, 2026 | 59 | $250.8M |
| Red Spruce Capital, LLC | 0001795356 | Jan 6, 2026 | 93 | $250.8M |
| Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) | 0002139779 | Jun 10, 2026 | 1 | $250.9M |
| Ping Capital Management, Inc. | 0001804352 | Feb 2, 2026 | 54 | $251.0M |
| Lecap Asset Management Ltd. | 0001990849 | Jan 27, 2026 | 277 | $251.1M |
| Asset Allocation & Management Company, LLC | 0001498383 | Jan 12, 2026 | 94 | $251.1M |
| Georgetown University | 0001730469 | Jan 30, 2026 | 12 | $251.2M |
| Peirce Capital Management, LLC | 0002008166 | Feb 6, 2026 | 43 | $251.2M |
| Maltin Wealth Management, Inc. | 0001764260 | Jan 15, 2026 | 132 | $251.4M |
| Centennial Bank | 0001994744 | Feb 17, 2026 | 342 | $251.6M |
| Diesslin Group, Inc. | 0002108559 | Feb 25, 2026 | 54 | $251.6M |
| Marathon Wealth Advisors LLC | 0002153211 | Sep 11, 2026 | 73 | $251.7M |
| MKA Charitable Fund | 0002010351 | Feb 11, 2026 | 1 | $251.8M |
| Silver Heights Capital Management Inc | 0001705712 | Feb 13, 2026 | 5 | $252.1M |
| Anb Bank | 0002067126 | Feb 13, 2026 | 126 | $252.1M |
| Western Financial Corp | 0001954480 | Jan 21, 2026 | 113 | $252.1M |
| Meros Investment Management, LP | 0001911372 | Feb 17, 2026 | 48 | $252.2M |
| Proactive Wealth Strategies LLC | 0002043129 | Feb 5, 2026 | 152 | $252.3M |
| Eurizon SLJ Capital Ltd | 0002107309 | Feb 10, 2026 | 138 | $252.4M |
| Towerpoint Wealth, LLC | 0001731445 | Jan 15, 2026 | 92 | $252.5M |
| Ardent Capital Management, Inc. | 0001888792 | Feb 12, 2026 | 50 | $252.8M |
| Integrity Wealth Solutions LLC | 0002006918 | Feb 2, 2026 | 129 | $252.8M |
| Meridian Financial Partners LLC | 0001763722 | Feb 5, 2026 | 118 | $252.8M |
| S.A. Mason LLC | 0001800911 | Jan 29, 2026 | 260 | $252.9M |
| Choice Wealth Advisors LLC | 0001842357 | Jan 8, 2026 | 33 | $252.9M |
| Beach Point Capital Management LP | 0001453885 | Feb 10, 2026 | 6 | $253.0M |
| Greykasell Wealth Strategies, Inc. | 0002041220 | Feb 11, 2026 | 492 | $253.3M |
| Global Trust Asset Management, LLC | 0001729672 | Jan 20, 2026 | 455 | $253.3M |
| VARCOV Co. | 0002078837 | Feb 17, 2026 | 436 | $253.4M |
| Luken Investment Analytics, LLC | 0001730546 | Feb 3, 2026 | 400 | $253.4M |
| FMB Wealth Management | 0002040224 | Jan 22, 2026 | 91 | $253.4M |