| Investor's Fiduciary Advisor Network, LLC | 0002044901 | Feb 12, 2026 | 273 | $466.2M |
| Mascoma Wealth Management LLC | 0001695664 | Feb 4, 2026 | 495 | $466.3M |
| CMH Wealth Management LLC | 0001657516 | Jan 13, 2026 | 53 | $466.9M |
| Patient Square Capital LP | 0001819257 | Feb 12, 2026 | 28 | $467.1M |
| Brooklyn FI, LLC | 0001916123 | Jan 21, 2026 | 80 | $467.3M |
| Sanchez Wealth Management Group | 0001697740 | Feb 4, 2026 | 51 | $467.6M |
| Coyle Financial Counsel LLC | 0001593038 | Feb 10, 2026 | 114 | $467.9M |
| Flat Footed LLC | 0001799456 | Feb 17, 2026 | 16 | $467.9M |
| Madrona Financial Services, LLC | 0001578370 | Jan 22, 2026 | 128 | $468.0M |
| MSH Capital Advisors LLC | 0002056306 | Feb 9, 2026 | 274 | $468.0M |
| Joho Capital LLC | 0001106500 | Feb 17, 2026 | 9 | $468.5M |
| HS Management Partners, LLC | 0001455253 | Feb 9, 2026 | 24 | $468.5M |
| Adams Wealth Management | 0001803084 | Feb 18, 2026 | 180 | $468.7M |
| Verde Capital Management | 0001802891 | Feb 6, 2026 | 67 | $468.9M |
| Harvey Capital Management Inc. | 0001119032 | Feb 17, 2026 | 78 | $468.9M |
| Uptick Partners, LLC | 0002005353 | Feb 2, 2026 | 278 | $469.1M |
| Basecamp Wealth Advisors LLC | 0002115254 | Jun 24, 2026 | 1,752 | $469.5M |
| Platform Technology Partners | 0001830817 | Feb 13, 2026 | 260 | $469.6M |
| Fielder Capital Group LLC | 0002010765 | Feb 10, 2026 | 277 | $469.8M |
| Wendel SE | 0001721938 | Feb 6, 2026 | 1 | $469.8M |
| Continental General Insurance Co. | 0000024046 | Feb 13, 2026 | 7 | $469.9M |
| PCM Encore, LLC | 0002109846 | Feb 13, 2026 | 428 | $470.0M |
| F&V Capital Management, LLC | 0001569453 | Mar 26, 2026 | 60 | $470.3M |
| Wagner Wealth Management, LLC | 0001728657 | Jan 30, 2026 | 266 | $470.6M |
| Bulltick Wealth Management, LLC | 0001912448 | Feb 17, 2026 | 131 | $470.6M |
| NORTHSTAR ASSET MANAGEMENT Co | 0001132708 | Jan 27, 2026 | 138 | $471.3M |
| Firestone Capital Management | 0001799964 | Feb 9, 2026 | 166 | $471.4M |
| Spirit of America Management Corp. | 0001041283 | Jan 15, 2026 | 308 | $471.6M |
| HGC Investment Management Inc. | 0001711200 | Feb 17, 2026 | 162 | $471.7M |
| Altrius Capital Management Inc | 0001940646 | Feb 2, 2026 | 86 | $471.8M |
| Scopia Capital Management LP | 0001279150 | Feb 17, 2026 | 27 | $472.4M |
| Capital Insight Partners, LLC | 0001664385 | Feb 17, 2026 | 134 | $472.5M |
| Weaver Capital Management LLC | 0001552247 | Jan 22, 2026 | 181 | $472.8M |
| Mfa Wealth Advisors, LLC | 0001688184 | Jan 14, 2026 | 84 | $473.2M |
| Peavine Capital, LLC | 0001594540 | Jan 21, 2026 | 9 | $473.2M |
| Centric Wealth Management | 0001752761 | Feb 4, 2026 | 194 | $473.4M |
| TT International Asset Management LTD | 0001809187 | Jan 23, 2026 | 41 | $473.5M |
| Cherry Tree Wealth Management, LLC | 0001985414 | Feb 10, 2026 | 586 | $473.6M |
| Lantz Financial LLC | 0001766883 | Jan 14, 2026 | 247 | $473.9M |
| Tradewinds Capital Management, LLC | 0001616026 | Jan 14, 2026 | 686 | $474.2M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 0001349353 | Feb 17, 2026 | 16 | $474.2M |
| Broadleaf Partners, LLC | 0001712686 | Feb 13, 2026 | 82 | $474.2M |
| Tetragon Partners GP Ltd | 0001515070 | Feb 17, 2026 | 28 | $474.3M |
| Towneley Capital Management, Inc / DE | 0002004980 | Jan 30, 2026 | 40 | $474.3M |
| Triangle Securities Wealth Management | 0001541353 | Jan 13, 2026 | 205 | $474.3M |
| Noble Family Wealth, LLC | 0001976065 | Jan 7, 2026 | 80 | $474.4M |
| Benedict Financial Advisors Inc. | 0000711089 | Jan 27, 2026 | 134 | $474.5M |
| Keystone Wealth Services, LLC | 0001866189 | Jan 26, 2026 | 246 | $474.6M |
| Kickstand Ventures, Llc. | 0002000355 | Jan 29, 2026 | 122 | $474.6M |
| Exane Asset Management | 0001666256 | Jan 27, 2026 | 34 | $475.3M |
| Magnolia Capital Advisors LLC | 0001803662 | Feb 13, 2026 | 268 | $475.7M |
| Allegiance Financial Group Advisory Services LLC | 0001964068 | Feb 3, 2026 | 177 | $475.8M |
| FIFTHDELTA Ltd | 0001872766 | Feb 13, 2026 | 10 | $475.9M |
| Keudell/Morrison Wealth Management | 0001785498 | Feb 6, 2026 | 232 | $475.9M |
| Aspen Wealth Management LLC | 0001895252 | Jan 5, 2026 | 118 | $476.2M |
| Cliffwater LLC | 0001659851 | Feb 12, 2026 | 22 | $476.4M |
| CoreCommodity Management, LLC | 0001301743 | Feb 12, 2026 | 117 | $476.5M |
| Hedeker Wealth, LLC | 0001633910 | Jan 23, 2026 | 87 | $476.5M |
| Crumly & Associates Inc. | 0001759578 | Jan 14, 2026 | 203 | $476.7M |
| Curtis Advisory Group, LLC | 0001664656 | Jan 23, 2026 | 116 | $476.7M |
| Avion Wealth | 0001792704 | Jan 23, 2026 | 1,560 | $476.8M |
| Precedent Wealth Partners, LLC | 0002008666 | Jan 7, 2026 | 171 | $476.8M |
| Richard P Slaughter Associates Inc | 0001811783 | Jan 12, 2026 | 108 | $477.0M |
| Evernest Financial Advisors, LLC | 0002009530 | Feb 13, 2026 | 185 | $477.1M |
| Peddock Capital Advisors, LLC | 0001597843 | Jan 21, 2026 | 160 | $477.3M |
| Moller Wealth Partners | 0001475271 | Jan 8, 2026 | 69 | $477.5M |
| Stonebrook Private Inc. | 0002008738 | Feb 11, 2026 | 209 | $477.7M |
| Valicenti Advisory Services Inc. | 0001080201 | Jan 16, 2026 | 80 | $477.9M |
| Kendall Capital Management | 0001731372 | Jan 16, 2026 | 230 | $478.0M |
| Sphera Funds Management LTD. | 0001496201 | Feb 17, 2026 | 94 | $478.5M |
| Aisling Capital Management LP | 0001766721 | Feb 10, 2026 | 13 | $478.9M |
| Whitaker-Myers Wealth Managers, LTD. | 0001973849 | Jan 22, 2026 | 115 | $479.3M |
| M & L Capital Management Ltd | 0001927627 | Jan 12, 2026 | 25 | $479.6M |
| Dash Acquisitions Inc. | 0001745885 | Feb 5, 2026 | 68 | $479.8M |
| Newman Dignan & Sheerar, Inc. | 0001566493 | Jan 22, 2026 | 188 | $479.9M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0002080247 | Feb 13, 2026 | 141 | $479.9M |
| LCC Family Corp. | 0002080628 | Feb 13, 2026 | 1 | $480.0M |
| Park Place Capital Corp | 0001965810 | Jan 9, 2026 | 787 | $480.4M |
| Varenne Capital Partners | 0001902567 | Feb 17, 2026 | 24 | $480.8M |
| Headwater Capital Co Ltd | 0002036346 | Feb 19, 2026 | 17 | $480.9M |
| Am Investment Strategies LLC | 0001818897 | Feb 5, 2026 | 116 | $481.1M |
| Bender Robert & Associates | 0000894300 | Jan 29, 2026 | 39 | $481.3M |
| West Wealth Group, LLC | 0001923591 | Jan 26, 2026 | 127 | $482.0M |
| Lightrock Netherlands B.V. | 0002041485 | Jan 26, 2026 | 39 | $482.3M |
| JSF Financial, LLC | 0001802224 | Feb 4, 2026 | 132 | $482.4M |
| Rosenberg Matthew Hamilton | 0001812103 | Jan 5, 2026 | 803 | $482.8M |
| Mycio Wealth Partners, LLC | 0001371726 | Feb 10, 2026 | 48 | $483.0M |
| Intesa Sanpaolo Wealth Management | 0002110902 | Feb 12, 2026 | 292 | $483.5M |
| Northwest Quadrant Wealth Management, LLC | 0001697767 | Jan 23, 2026 | 71 | $483.5M |
| Squadra Investments - Gestao DE Recursos Ltda. | 0001577806 | Feb 17, 2026 | 5 | $483.6M |
| Gator Capital Management, LLC | 0001570284 | Feb 13, 2026 | 113 | $483.7M |
| Westchester Capital Management, Inc. | 0001390063 | Feb 13, 2026 | 43 | $483.7M |
| Prosight Management, LP | 0001617201 | Feb 13, 2026 | 38 | $483.9M |
| Philadelphia Financial Management of San Francisco, LLC | 0001351407 | Feb 17, 2026 | 46 | $484.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0001794153 | Feb 9, 2026 | 169 | $484.2M |
| Stenger Family Office, LLC | 0002056106 | Mar 4, 2026 | 100 | $484.4M |
| Stordahl Capital Management, Inc. | 0001729093 | Jan 27, 2026 | 63 | $485.8M |
| Moment Partners, LLC | 0002055889 | Feb 10, 2026 | 104 | $486.0M |
| Second Line Capital, LLC | 0001992879 | Feb 17, 2026 | 166 | $486.6M |
| Mach-1 Financial Group, LLC | 0001843358 | Feb 6, 2026 | 296 | $486.8M |