| Alta Wealth Advisors LLC | 0001843826 | Feb 3, 2026 | 164 | $299.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0001510870 | Jan 22, 2026 | 140 | $299.4M |
| AlphaGrep UK Ltd | 0002148988 | Aug 13, 2026 | 657 | $299.4M |
| Denver PWM, LLC | 0001657980 | Feb 11, 2026 | 76 | $299.4M |
| Argyle Capital Management, LLC | 0001321194 | Jan 29, 2026 | 137 | $299.5M |
| Caerus Investment Advisors, LLC | 0001862682 | Feb 12, 2026 | 309 | $299.5M |
| Sustainable Insight Capital Management, LLC | 0001580677 | Feb 12, 2026 | 77 | $299.6M |
| TPG Financial Advisors, LLC | 0001706669 | Feb 6, 2026 | 76 | $299.6M |
| Skyline Advisors, Inc. | 0001843832 | Jan 12, 2026 | 104 | $299.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 0001632078 | Jan 26, 2026 | 105 | $299.8M |
| Barrett & Company, Inc. | 0000887602 | Jan 28, 2026 | 661 | $299.8M |
| Front Row Advisors LLC | 0001729254 | Feb 12, 2026 | 565 | $299.9M |
| Ravenswood Partners LP | 0002015178 | Feb 17, 2026 | 34 | $300.0M |
| Buttonwood Financial Advisors Inc. | 0001904033 | Feb 4, 2026 | 104 | $300.0M |
| Aspect Management, LLC | 0002111529 | Feb 17, 2026 | 1 | $300.4M |
| Prosperity Wealth Management, Inc. | 0001991463 | Mar 27, 2026 | 251 | $300.4M |
| Wellington Grp LLC | 0002134013 | May 22, 2026 | 397 | $300.4M |
| Ketron Financial | 0002113129 | Feb 24, 2026 | 56 | $300.4M |
| OneAscent Wealth Management LLC | 0001844707 | Feb 11, 2026 | 170 | $300.4M |
| Hi-Line Capital Management, LLC | 0001776074 | Feb 6, 2026 | 37 | $300.4M |
| Omega Financial Group, LLC | 0001767982 | Jan 28, 2026 | 102 | $300.6M |
| Vert Asset Management LLC | 0001904664 | Jan 27, 2026 | 46 | $300.6M |
| Tulsa Wealth Advisors, INC | 0002114442 | Mar 3, 2026 | 110 | $300.8M |
| Punch Card Management L.P. | 0001631664 | Feb 17, 2026 | 5 | $300.9M |
| Hall Laurie J Trustee | 0001388382 | Jan 20, 2026 | 108 | $300.9M |
| Cooper Investors PTY Ltd. | 0001561728 | Jan 14, 2026 | 41 | $300.9M |
| Findell Capital Management LLC | 0001814465 | Feb 17, 2026 | 15 | $301.0M |
| Beacon Bridge Wealth Partners, LLC | 0001965468 | Jan 27, 2026 | 98 | $301.0M |
| Hamilton Capital Partners, LLC | 0002037578 | Jan 27, 2026 | 36 | $301.1M |
| DHJJ Financial Advisors, Ltd. | 0001844716 | Jan 23, 2026 | 1,039 | $301.1M |
| Alongside, LLC | 0002113496 | Jul 9, 2026 | 83 | $301.2M |
| Richard W. Paul & Associates, LLC | 0001964203 | Feb 12, 2026 | 294 | $301.2M |
| Sonoma Allocations LLC | 0002084965 | Feb 23, 2026 | 128 | $301.2M |
| Peachtree Investment Partners, LLC | 0001743863 | Feb 11, 2026 | 127 | $301.3M |
| LifeGuide Financial Advisors, LLC | 0001908585 | Jan 5, 2026 | 47 | $301.4M |
| Bourne Lent Asset Management Inc. | 0001128286 | Jan 14, 2026 | 63 | $301.5M |
| BCR Wealth Strategies, LLC | 0001908380 | Jan 23, 2026 | 37 | $301.6M |
| Sunpointe, LLC | 0002012181 | Jan 23, 2026 | 261 | $301.6M |
| Berkshire Capital Holdings Inc. | 0001133742 | Feb 9, 2026 | 109 | $301.7M |
| Ghe, LLC | 0001910179 | Feb 9, 2026 | 54 | $301.8M |
| Castle Wealth Management LLC | 0001936420 | Jan 22, 2026 | 131 | $301.9M |
| Bishop & Co Investment Management, LLC | 0001603276 | Jan 21, 2026 | 28 | $301.9M |
| TFR Capital, LLC. | 0002059325 | Jan 27, 2026 | 161 | $301.9M |
| Idaho Trust Co | 0001568069 | Feb 5, 2026 | 105 | $301.9M |
| TSA Wealth Managment LLC | 0001963669 | Jan 22, 2026 | 89 | $302.0M |
| Leisure Capital Management | 0001631507 | Jan 27, 2026 | 150 | $302.0M |
| Rogco, LP | 0001998892 | Jan 30, 2026 | 205 | $302.0M |
| Investment Research & Advisory Group, Inc. | 0001802136 | Jan 20, 2026 | 275 | $302.1M |
| Westshore Wealth, LLC | 0001806366 | Feb 25, 2026 | 103 | $302.3M |
| Costello Asset Management, INC | 0001760145 | Feb 3, 2026 | 691 | $302.4M |
| Jessup Wealth Management, Inc | 0001963536 | Feb 11, 2026 | 385 | $302.5M |
| Royal Harbor Partners, LLC | 0001801876 | Feb 19, 2026 | 51 | $302.5M |
| Spruce Street Capital LP | 0002050194 | Feb 13, 2026 | 27 | $302.7M |
| Vista Investment Management | 0001740140 | Feb 17, 2026 | 176 | $302.8M |
| DCF Advisers, LLC | 0001802493 | Feb 11, 2026 | 75 | $302.8M |
| Milestones Administradora de Recursos Ltda. | 0001912095 | Feb 10, 2026 | 18 | $302.8M |
| Ogborne Capital Management, LLC | 0001619083 | Feb 13, 2026 | 11 | $303.0M |
| Roth Financial Partners LLC | 0001840888 | Jan 29, 2026 | 32 | $303.1M |
| Solitude Financial Services | 0001839890 | Jan 15, 2026 | 38 | $303.3M |
| USAdvisors Wealth Management, LLC | 0001735605 | Feb 5, 2026 | 136 | $303.5M |
| Jackson, Grant Investment Advisers, Inc. | 0001650300 | Jan 27, 2026 | 395 | $303.7M |
| Fortress Private Ledger, LLC | 0001718251 | Feb 12, 2026 | 219 | $303.7M |
| Juncture Wealth Strategies, LLC | 0001632866 | Jan 27, 2026 | 134 | $303.8M |
| Adirondack Trust Co. | 0001054257 | Jan 8, 2026 | 537 | $304.0M |
| StrongBox Wealth, LLC | 0001812155 | Jan 21, 2026 | 93 | $304.3M |
| BHK Investment Advisors, LLC | 0001710539 | Feb 3, 2026 | 72 | $304.3M |
| Go Invest LLC | 0002139692 | Aug 5, 2026 | 113 | $304.4M |
| Realta Investment Advisors | 0001776792 | Jan 20, 2026 | 344 | $304.5M |
| Wealth Advisors of Iowa, LLC | 0001803005 | Feb 5, 2026 | 84 | $304.5M |
| Greenfield Seitz Capital Management, LLC | 0002097528 | Feb 12, 2026 | 108 | $304.8M |
| Eaton-Cambridge Inc. | 0002011052 | Feb 13, 2026 | 45 | $304.8M |
| LFL Advisers, LLC | 0001694127 | Feb 13, 2026 | 8 | $304.8M |
| Strathmore Capital Advisors, Inc. | 0002021703 | Feb 13, 2026 | 113 | $305.0M |
| Firetrail Investments PTY Ltd. | 0001943822 | Feb 4, 2026 | 29 | $305.1M |
| X-Square Capital, LLC | 0001729300 | Feb 11, 2026 | 161 | $305.2M |
| Juniper Capital Advisors, L.P. | 0002011609 | Feb 17, 2026 | 2 | $305.2M |
| Act Wealth Management, LLC | 0001814191 | Jan 15, 2026 | 61 | $305.7M |
| TTP Investments, Inc. | 0001682576 | Jan 28, 2026 | 38 | $306.1M |
| Jacobsen Capital Management | 0001782491 | Jan 26, 2026 | 121 | $306.1M |
| Family Capital Trust Co | 0001123320 | Jan 27, 2026 | 87 | $306.2M |
| Your Advocates Ltd., LLP | 0001774437 | Feb 2, 2026 | 239 | $306.4M |
| Resolute Advisors LLC | 0001800217 | Feb 11, 2026 | 73 | $306.7M |
| Fairfield Financial Advisors, LTD | 0002033232 | Feb 2, 2026 | 71 | $306.8M |
| Goepper Burkhardt LLC | 0001844142 | Feb 9, 2026 | 103 | $306.9M |
| Canopy Partners, LLC | 0001960860 | Feb 12, 2026 | 253 | $307.0M |
| Argentarii, LLC | 0002030055 | Jan 13, 2026 | 199 | $307.2M |
| JW Asset Management, LLC | 0001549738 | Feb 6, 2026 | 18 | $307.2M |
| jvl associates llc | 0001915765 | Jan 9, 2026 | 63 | $307.2M |
| Hopwood Nicholas Hunter | 0002091827 | Aug 14, 2026 | 122 | $307.3M |
| Lifestyle Asset Management, Inc. | 0001845675 | Feb 11, 2026 | 138 | $307.4M |
| Tred Avon Family Wealth, LLC | 0002094435 | Jan 27, 2026 | 257 | $307.4M |
| Crestmont Private Wealth LLC | 0001873372 | Feb 10, 2026 | 95 | $307.7M |
| Concord Investment Counsel Inc. | 0002022154 | Feb 10, 2026 | 40 | $307.9M |
| California First Leasing Corp. | 0000803016 | Feb 17, 2026 | 45 | $307.9M |
| Cederberg Capital Ltd | 0001861244 | Feb 18, 2026 | 9 | $308.0M |
| Index Venture Growth Associates V Ltd | 0001873834 | Feb 13, 2026 | 3 | $308.2M |
| Rakuten Securities, Inc. | 0002009539 | Jan 29, 2026 | 892 | $308.2M |
| Evelyn Partners Investment Management (Europe) Ltd | 0002065055 | Feb 13, 2026 | 185 | $308.3M |
| Great Point Partners LLC | 0001281446 | Feb 17, 2026 | 29 | $308.4M |
| Alteri Wealth LLC | 0002054980 | Feb 11, 2026 | 286 | $308.5M |