| Lincoln Capital Corp. | 0000872359 | Jan 23, 2026 | 92 | $281.5M |
| Corigliano Investment Advisers, LLC | 0002031771 | Feb 17, 2026 | 41 | $281.5M |
| David Kennon Inc | 0001954126 | Jan 26, 2026 | 38 | $281.3M |
| B&I Capital AG | 0001843527 | Jan 26, 2026 | 25 | $281.2M |
| Acasta Partners UK LLP | 0002090007 | Feb 13, 2026 | 17 | $281.0M |
| Tiller Private Wealth, Inc. | 0001663649 | Jan 14, 2026 | 65 | $281.0M |
| Geneva Partners, LLC | 0001712671 | Feb 3, 2026 | 69 | $280.8M |
| Plum Street Advisors, LLC | 0002068236 | Feb 13, 2026 | 95 | $280.8M |
| Advisor Resource Council | 0001820879 | Feb 10, 2026 | 231 | $280.7M |
| GFG Capital, LLC | 0001638520 | Jan 15, 2026 | 63 | $280.7M |
| Strengthening Families & Communities, LLC | 0001921196 | Feb 3, 2026 | 402 | $280.6M |
| Colonial River Investments, LLC | 0001845859 | Feb 4, 2026 | 228 | $280.6M |
| Mma Asset Management LLC | 0001842667 | Feb 3, 2026 | 182 | $280.5M |
| Nutshell Asset Management Ltd | 0002021442 | Feb 13, 2026 | 34 | $280.5M |
| Mathes Company, Inc. | 0001389223 | Feb 9, 2026 | 126 | $280.4M |
| Rise Advisors, LLC | 0001831316 | Feb 11, 2026 | 98 | $280.3M |
| Tekne Capital Management, LLC | 0001558971 | Feb 13, 2026 | 4 | $280.2M |
| Great Hill Partners, L.P. | 0001231756 | Feb 17, 2026 | 1 | $280.0M |
| New Insight Wealth Advisors | 0002022328 | Feb 17, 2026 | 111 | $279.9M |
| Lakeshore Financial Planning, Inc. | 0002000571 | Feb 17, 2026 | 86 | $279.9M |
| Hendley & Co. Inc. | 0001084207 | Feb 5, 2026 | 45 | $279.8M |
| Flynn Zito Capital Management, LLC | 0001857144 | Feb 6, 2026 | 140 | $279.8M |
| Seven Post Investment Office LP | 0001554308 | Jan 29, 2026 | 37 | $279.7M |
| Vantage Point Financial LLC | 0002048892 | Feb 2, 2026 | 169 | $279.6M |
| Boothe Investment Group, Inc. | 0001749798 | Feb 3, 2026 | 36 | $279.4M |
| Red Lighthouse Investment Management, LLC | 0001962166 | Jan 16, 2026 | 91 | $279.4M |
| BlackBarn Capital Partners LP | 0002010204 | Feb 17, 2026 | 11 | $278.9M |
| Buckhead Capital Management LLC | 0001133999 | Feb 9, 2026 | 138 | $278.7M |
| Highlander Partners, L.P. | 0001903866 | Feb 3, 2026 | 66 | $278.7M |
| Arcus Capital Partners, LLC | 0001651960 | May 6, 2026 | 144 | $278.6M |
| Panview Capital Ltd | 0002035224 | Feb 13, 2026 | 9 | $278.5M |
| ShoreHaven Wealth Partners, LLC | 0001844922 | Feb 10, 2026 | 104 | $278.4M |
| Saiph Capital, LLC | 0002052658 | Feb 12, 2026 | 70 | $278.4M |
| Eley Financial Management, Inc | 0001965267 | Feb 12, 2026 | 67 | $278.4M |
| Aventura Private Wealth, LLC | 0002074418 | Jan 7, 2026 | 859 | $278.3M |
| Fsa Wealth Partners, Inc. | 0001731221 | Jan 30, 2026 | 64 | $278.3M |
| Acorn Creek Capital LLC | 0001994827 | Feb 2, 2026 | 77 | $278.2M |
| Index Venture Growth Associates IV Ltd | 0001865141 | Feb 13, 2026 | 2 | $278.2M |
| iSAM Funds (UK) Ltd | 0001919867 | Feb 17, 2026 | 296 | $278.1M |
| Master's Wealth Management Inc. | 0002056521 | Jan 21, 2026 | 65 | $278.1M |
| Blue Water Asset Management | 0002033384 | Feb 5, 2026 | 104 | $278.1M |
| Overlook Investments LP | 0001350706 | Feb 26, 2026 | 1 | $278.0M |
| Glass Jacobson Investment Advisors llc | 0001964394 | Jan 22, 2026 | 582 | $278.0M |
| Montgomery Investment Management Inc. | 0001272544 | Jan 16, 2026 | 96 | $277.9M |
| Horizon Investment Services, LLC | 0001426940 | Feb 13, 2026 | 139 | $277.9M |
| Wealth Quarterback LLC | 0001803386 | Jan 15, 2026 | 151 | $277.7M |
| Clarus Group, Inc. | 0001844568 | Jan 16, 2026 | 103 | $277.6M |
| Tranquility Partners, LLC | 0001783773 | Feb 3, 2026 | 227 | $277.6M |
| Private Wealth Advisors, LLC | 0001787027 | Feb 6, 2026 | 87 | $277.6M |
| Weinberger Asset Management, Inc | 0002051705 | Feb 9, 2026 | 92 | $277.5M |
| Prosperity Financial Group, Inc. | 0001991334 | Jan 26, 2026 | 180 | $277.5M |
| Family Wealth Partners, LLC | 0002016217 | Jan 14, 2026 | 92 | $277.4M |
| Excalibur Management Corp. | 0001009003 | Feb 10, 2026 | 161 | $277.4M |
| Joseph P. Lucia & Associates, LLC | 0001775391 | Jan 28, 2026 | 166 | $277.3M |
| E20 Capital Ltd | 0002127793 | May 20, 2026 | 20 | $277.2M |
| Iams Wealth Management, LLC | 0001998182 | Jan 26, 2026 | 187 | $277.0M |
| Stonebridge Financial Planning Group, LLC | 0001802494 | Feb 5, 2026 | 168 | $277.0M |
| Sonata Capital Group Inc. | 0001172036 | Jan 26, 2026 | 121 | $276.9M |
| Stableford Capital II LLC | 0001842089 | Jan 13, 2026 | 145 | $276.8M |
| Daily Journal | 0000783412 | Jan 13, 2026 | 4 | $276.7M |
| Allred Capital Management, LLC | 0001765885 | Feb 10, 2026 | 155 | $276.5M |
| Forza Wealth Management, LLC | 0001963030 | Feb 2, 2026 | 183 | $276.5M |
| Breakwater Investment Management | 0002025925 | Feb 2, 2026 | 497 | $276.4M |
| Merck & Co., Inc. | 0000310158 | Feb 17, 2026 | 12 | $276.3M |
| Alexander Labrunerie & Co., Inc. | 0002024333 | Mar 26, 2026 | 118 | $276.2M |
| Centerline Wealth Advisors, LLC | 0001802059 | Jan 8, 2026 | 60 | $276.2M |
| Walker Financial Services, Inc. | 0001965479 | Jan 28, 2026 | 41 | $276.0M |
| Alta Advisers Ltd | 0001536114 | Feb 9, 2026 | 199 | $276.0M |
| Quantum Financial Planning Services, Inc. | 0002050169 | Jan 15, 2026 | 54 | $275.9M |
| Avaii Wealth Management, LLC | 0001904431 | Jan 13, 2026 | 143 | $275.9M |
| American Financial Group Inc. | 0001042046 | Feb 12, 2026 | 64 | $275.8M |
| Holistic Financial Partners | 0001729304 | Jan 7, 2026 | 136 | $275.8M |
| Foundation Wealth Management, LLC\PA | 0002011000 | Jan 15, 2026 | 93 | $275.6M |
| Robertson Opportunity Capital, LLC | 0001352122 | Feb 10, 2026 | 26 | $275.5M |
| Raleigh Capital Management Inc. | 0001911726 | Jan 21, 2026 | 583 | $275.5M |
| Codex Capital Asset Management L.L.C. | 0002030542 | Feb 17, 2026 | 31 | $275.2M |
| Bracebridge Capital, LLC | 0001426486 | Feb 17, 2026 | 27 | $275.2M |
| ICW Investment Advisors LLC | 0001794820 | Feb 9, 2026 | 145 | $275.0M |
| Eagle Capital Management, LLC | 0001600746 | Jan 12, 2026 | 49 | $275.0M |
| Texas Bank & Trust Co | 0002056556 | Feb 6, 2026 | 177 | $274.9M |
| Arrowroot Family Office, LLC | 0002017744 | Feb 11, 2026 | 140 | $274.9M |
| Freedom Financial Partners LLC | 0002054598 | Jan 6, 2026 | 87 | $274.9M |
| Wealthspan Partners, LLC | 0001909805 | Jan 27, 2026 | 122 | $274.9M |
| Prudent Man Advisors, LLC | 0001817174 | Feb 11, 2026 | 135 | $274.7M |
| Access Financial Services, Inc. | 0001699622 | Jan 21, 2026 | 100 | $274.7M |
| Absolute Capital Management, LLC | 0001817648 | Feb 12, 2026 | 133 | $274.5M |
| Rosalind Advisors, Inc. | 0001622627 | Feb 12, 2026 | 29 | $274.5M |
| Dupree Financial Group, LLC | 0001989251 | Jan 29, 2026 | 80 | $274.4M |
| Nova R Wealth, Inc. | 0001729457 | Jan 14, 2026 | 88 | $274.3M |
| Fourth Dimension Wealth, LLC | 0002056691 | Feb 4, 2026 | 604 | $274.0M |
| Hartree Partners, LP | 0001597857 | Feb 17, 2026 | 59 | $273.6M |
| BKM Wealth Management, LLC | 0002007263 | Jan 29, 2026 | 146 | $273.5M |
| Zullo Investment Group, Inc. | 0001909760 | Jan 26, 2026 | 154 | $273.4M |
| Mullooly Asset Management, Inc. | 0001950591 | Feb 6, 2026 | 51 | $273.4M |
| New Wave Wealth Advisors LLC | 0002035324 | Jan 21, 2026 | 182 | $273.3M |
| Balanced Wealth Group LLC | 0002009783 | Jan 13, 2026 | 72 | $273.3M |
| Brown Financial Advisors | 0002035548 | Feb 17, 2026 | 152 | $273.2M |
| IMZ Advisory Inc | 0002017735 | Jan 21, 2026 | 39 | $273.1M |
| Inlight Wealth Management, LLC | 0001731795 | Jan 23, 2026 | 234 | $273.1M |
| Potentia Wealth | 0002052308 | Feb 13, 2026 | 94 | $272.9M |