| Buska Wealth Management, LLC | 0001910503 | Jan 22, 2026 | 75 | $270.6M |
| Miller Wealth Advisors, LLC | 0001908158 | Jan 20, 2026 | 136 | $270.7M |
| Empower Annuity Insurance Co | 0001444597 | Feb 12, 2026 | 1 | $270.7M |
| AJ Advisors, LLC | 0001951167 | Jan 21, 2026 | 35 | $270.9M |
| Mechanics Financial Corp | 0001821336 | Jan 22, 2026 | 233 | $270.9M |
| Consilium Wealth Advisory, LLC | 0001904906 | Jan 26, 2026 | 94 | $271.0M |
| Taconic Capital Advisors LP | 0001390113 | Feb 17, 2026 | 22 | $271.1M |
| Trinity Wealth Management, LLC | 0001685364 | Jan 15, 2026 | 68 | $271.5M |
| Iridian Asset Management LLC | 0001033427 | Jan 23, 2026 | 43 | $271.6M |
| Ranch Capital Advisors Inc. | 0001793269 | Feb 5, 2026 | 153 | $271.7M |
| Armor Investment Advisors, LLC | 0001694079 | Feb 5, 2026 | 151 | $271.9M |
| Congruence Capital, LLC | 0002085569 | Feb 13, 2026 | 30 | $271.9M |
| Amiral Gestion | 0001828064 | Jan 14, 2026 | 27 | $272.0M |
| Stance Capital LLC | 0002056334 | Mar 17, 2026 | 133 | $272.0M |
| Spectrum Wealth Advisory Group, LLC | 0001776821 | Feb 11, 2026 | 57 | $272.0M |
| Amansa Capital Pte. LTD. | 0001660773 | Jan 30, 2026 | 2 | $272.1M |
| Cyrus Capital Partners, L.P. | 0001166564 | Feb 17, 2026 | 5 | $272.2M |
| Ted Buchan & Co | 0002033413 | Feb 11, 2026 | 88 | $272.4M |
| waypoint wealth counsel | 0001807909 | Jan 28, 2026 | 284 | $272.6M |
| Letson Investment Management, Inc. | 0002078069 | Jan 28, 2026 | 101 | $272.7M |
| SB Capital Management Inc | 0001302815 | Feb 20, 2026 | 93 | $272.8M |
| Potentia Wealth | 0002052308 | Feb 13, 2026 | 94 | $272.9M |
| Inlight Wealth Management, LLC | 0001731795 | Jan 23, 2026 | 234 | $273.1M |
| IMZ Advisory Inc | 0002017735 | Jan 21, 2026 | 39 | $273.1M |
| Brown Financial Advisors | 0002035548 | Feb 17, 2026 | 152 | $273.2M |
| Balanced Wealth Group LLC | 0002009783 | Jan 13, 2026 | 72 | $273.3M |
| New Wave Wealth Advisors LLC | 0002035324 | Jan 21, 2026 | 182 | $273.3M |
| Mullooly Asset Management, Inc. | 0001950591 | Feb 6, 2026 | 51 | $273.4M |
| Zullo Investment Group, Inc. | 0001909760 | Jan 26, 2026 | 154 | $273.4M |
| BKM Wealth Management, LLC | 0002007263 | Jan 29, 2026 | 146 | $273.5M |
| Hartree Partners, LP | 0001597857 | Feb 17, 2026 | 59 | $273.6M |
| Fourth Dimension Wealth, LLC | 0002056691 | Feb 4, 2026 | 604 | $274.0M |
| Nova R Wealth, Inc. | 0001729457 | Jan 14, 2026 | 88 | $274.3M |
| Dupree Financial Group, LLC | 0001989251 | Jan 29, 2026 | 80 | $274.4M |
| Rosalind Advisors, Inc. | 0001622627 | Feb 12, 2026 | 29 | $274.5M |
| Absolute Capital Management, LLC | 0001817648 | Feb 12, 2026 | 133 | $274.5M |
| Access Financial Services, Inc. | 0001699622 | Jan 21, 2026 | 100 | $274.7M |
| Prudent Man Advisors, LLC | 0001817174 | Feb 11, 2026 | 135 | $274.7M |
| Wealthspan Partners, LLC | 0001909805 | Jan 27, 2026 | 122 | $274.9M |
| Freedom Financial Partners LLC | 0002054598 | Jan 6, 2026 | 87 | $274.9M |
| Arrowroot Family Office, LLC | 0002017744 | Feb 11, 2026 | 140 | $274.9M |
| Texas Bank & Trust Co | 0002056556 | Feb 6, 2026 | 177 | $274.9M |
| Eagle Capital Management, LLC | 0001600746 | Jan 12, 2026 | 49 | $275.0M |
| ICW Investment Advisors LLC | 0001794820 | Feb 9, 2026 | 145 | $275.0M |
| Bracebridge Capital, LLC | 0001426486 | Feb 17, 2026 | 27 | $275.2M |
| Codex Capital Asset Management L.L.C. | 0002030542 | Feb 17, 2026 | 31 | $275.2M |
| Raleigh Capital Management Inc. | 0001911726 | Jan 21, 2026 | 583 | $275.5M |
| Robertson Opportunity Capital, LLC | 0001352122 | Feb 10, 2026 | 26 | $275.5M |
| Foundation Wealth Management, LLC\PA | 0002011000 | Jan 15, 2026 | 93 | $275.6M |
| Holistic Financial Partners | 0001729304 | Jan 7, 2026 | 136 | $275.8M |
| American Financial Group Inc. | 0001042046 | Feb 12, 2026 | 64 | $275.8M |
| Avaii Wealth Management, LLC | 0001904431 | Jan 13, 2026 | 143 | $275.9M |
| Quantum Financial Planning Services, Inc. | 0002050169 | Jan 15, 2026 | 54 | $275.9M |
| Alta Advisers Ltd | 0001536114 | Feb 9, 2026 | 199 | $276.0M |
| Walker Financial Services, Inc. | 0001965479 | Jan 28, 2026 | 41 | $276.0M |
| Centerline Wealth Advisors, LLC | 0001802059 | Jan 8, 2026 | 60 | $276.2M |
| Alexander Labrunerie & Co., Inc. | 0002024333 | Mar 26, 2026 | 118 | $276.2M |
| Merck & Co., Inc. | 0000310158 | Feb 17, 2026 | 12 | $276.3M |
| Breakwater Investment Management | 0002025925 | Feb 2, 2026 | 497 | $276.4M |
| Forza Wealth Management, LLC | 0001963030 | Feb 2, 2026 | 183 | $276.5M |
| Allred Capital Management, LLC | 0001765885 | Feb 10, 2026 | 155 | $276.5M |
| Daily Journal | 0000783412 | Jan 13, 2026 | 4 | $276.7M |
| Stableford Capital II LLC | 0001842089 | Jan 13, 2026 | 145 | $276.8M |
| Sonata Capital Group Inc. | 0001172036 | Jan 26, 2026 | 121 | $276.9M |
| Stonebridge Financial Planning Group, LLC | 0001802494 | Feb 5, 2026 | 168 | $277.0M |
| Iams Wealth Management, LLC | 0001998182 | Jan 26, 2026 | 187 | $277.0M |
| E20 Capital Ltd | 0002127793 | May 20, 2026 | 20 | $277.2M |
| Joseph P. Lucia & Associates, LLC | 0001775391 | Jan 28, 2026 | 166 | $277.3M |
| Excalibur Management Corp. | 0001009003 | Feb 10, 2026 | 161 | $277.4M |
| Family Wealth Partners, LLC | 0002016217 | Jan 14, 2026 | 92 | $277.4M |
| Prosperity Financial Group, Inc. | 0001991334 | Jan 26, 2026 | 180 | $277.5M |
| Weinberger Asset Management, Inc | 0002051705 | Feb 9, 2026 | 92 | $277.5M |
| Private Wealth Advisors, LLC | 0001787027 | Feb 6, 2026 | 87 | $277.6M |
| Tranquility Partners, LLC | 0001783773 | Feb 3, 2026 | 227 | $277.6M |
| Clarus Group, Inc. | 0001844568 | Jan 16, 2026 | 103 | $277.6M |
| Wealth Quarterback LLC | 0001803386 | Jan 15, 2026 | 151 | $277.7M |
| Horizon Investment Services, LLC | 0001426940 | Feb 13, 2026 | 139 | $277.9M |
| Montgomery Investment Management Inc. | 0001272544 | Jan 16, 2026 | 96 | $277.9M |
| Glass Jacobson Investment Advisors llc | 0001964394 | Jan 22, 2026 | 582 | $278.0M |
| Overlook Investments LP | 0001350706 | Feb 26, 2026 | 1 | $278.0M |
| Blue Water Asset Management | 0002033384 | Feb 5, 2026 | 104 | $278.1M |
| Master's Wealth Management Inc. | 0002056521 | Jan 21, 2026 | 65 | $278.1M |
| iSAM Funds (UK) Ltd | 0001919867 | Feb 17, 2026 | 296 | $278.1M |
| Index Venture Growth Associates IV Ltd | 0001865141 | Feb 13, 2026 | 2 | $278.2M |
| Acorn Creek Capital LLC | 0001994827 | Feb 2, 2026 | 77 | $278.2M |
| Fsa Wealth Partners, Inc. | 0001731221 | Jan 30, 2026 | 64 | $278.3M |
| Aventura Private Wealth, LLC | 0002074418 | Jan 7, 2026 | 859 | $278.3M |
| Eley Financial Management, Inc | 0001965267 | Feb 12, 2026 | 67 | $278.4M |
| Saiph Capital, LLC | 0002052658 | Feb 12, 2026 | 70 | $278.4M |
| ShoreHaven Wealth Partners, LLC | 0001844922 | Feb 10, 2026 | 104 | $278.4M |
| Panview Capital Ltd | 0002035224 | Feb 13, 2026 | 9 | $278.5M |
| Arcus Capital Partners, LLC | 0001651960 | May 6, 2026 | 144 | $278.6M |
| Highlander Partners, L.P. | 0001903866 | Feb 3, 2026 | 66 | $278.7M |
| Buckhead Capital Management LLC | 0001133999 | Feb 9, 2026 | 138 | $278.7M |
| BlackBarn Capital Partners LP | 0002010204 | Feb 17, 2026 | 11 | $278.9M |
| Red Lighthouse Investment Management, LLC | 0001962166 | Jan 16, 2026 | 91 | $279.4M |
| Boothe Investment Group, Inc. | 0001749798 | Feb 3, 2026 | 36 | $279.4M |
| Vantage Point Financial LLC | 0002048892 | Feb 2, 2026 | 169 | $279.6M |
| Seven Post Investment Office LP | 0001554308 | Jan 29, 2026 | 37 | $279.7M |
| Flynn Zito Capital Management, LLC | 0001857144 | Feb 6, 2026 | 140 | $279.8M |