| TRUST DEPARTMENT MB FINANCIAL BANK N A | 1082849 | $815.9M | 349 | last filed Q1 2019 |
| Financial Advisors Network, Inc. | 1697856 | $815.6M | 208 | Q2 2026 |
| Cypress Wealth Services, LLC | 1721527 | $814.9M | 422 | Q2 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 1632105 | $814.8M | 307 | Q2 2026 |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | 1577806 | $814.5M | 5 | Q2 2026 |
| BRR OpCo, LLC | 1468685 | $814.3M | 219 | last filed Q3 2022 |
| Third View Private Wealth, LLC | 2083406 | $814.1M | 288 | Q2 2026 |
| Skylands Capital, LLC | 1299910 | $813.9M | 166 | Q2 2026 |
| Wallington Asset Management, LLC | 1426754 | $813.9M | 61 | Q2 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 1279030 | $813.3M | 103 | Q2 2026 |
| Tri Locum Partners LP | 1826434 | $813.2M | 19 | Q2 2026 |
| Renesas Electronics America Inc. | 703361 | $813.1M | 1 | Q2 2026 |
| CAMBIENT FAMILY OFFICE, LLC | 2105684 | $813.0M | 328 | Q2 2026 |
| FAGAN ASSOCIATES, INC. | 1607866 | $812.7M | 137 | Q2 2026 |
| Deer Management Co. LLC | 1494127 | $812.2M | 9 | Q2 2026 |
| Greenland Capital Management LP | 1896430 | $811.6M | 270 | Q2 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 1841766 | $811.6M | 204 | Q2 2026 |
| Sloy Dahl & Holst, LLC | 1690295 | $810.5M | 122 | Q2 2026 |
| Affinity Capital Advisors, LLC | 1810023 | $809.5M | 203 | Q2 2026 |
| Abacus Planning Group, Inc. | 1602730 | $808.9M | 258 | Q2 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1639754 | $808.8M | 72 | Q2 2026 |
| Capital Investment Counsel, LLC | 2033609 | $808.4M | 152 | Q2 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 1911407 | $808.3M | 156 | Q2 2026 |
| NFSG Corp | 1879757 | $808.3M | 1,245 | Q2 2026 |
| Mechanics Bank Trust Department | 1439743 | $808.2M | 211 | Q2 2026 |
| ARQ WEALTH ADVISORS, LLC | 1811827 | $806.6M | 209 | Q2 2026 |
| JHL Capital Group LLC | 1496859 | $805.5M | 1 | last filed Q1 2023 |
| Savoie Capital LLC | 2001471 | $804.6M | 92 | last filed Q2 2025 |
| Klaas Financial Asset Advisors, LLC | 1819279 | $802.7M | 59 | Q2 2026 |
| White Lighthouse Investment Management Inc. | 1727593 | $802.3M | 151 | Q2 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | $802.2M | 716 | Q2 2026 |
| Newtyn Management, LLC | 1569241 | $800.9M | 34 | Q2 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | 1769302 | $800.4M | 268 | Q2 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 1276470 | $800.2M | 164 | Q2 2026 |
| Optimal Asset Management, Inc. | 1651336 | $800.0M | 347 | last filed Q3 2021 |
| Live Oak Private Wealth LLC | 1799877 | $799.8M | 211 | Q2 2026 |
| JOHNSON & JOHNSON | 200406 | $798.7M | 15 | Q2 2026 |
| Suncoast Equity Management | 1315059 | $798.4M | 63 | Q2 2026 |
| TrueMark Investments, LLC | 1974457 | $798.2M | 187 | Q2 2026 |
| Garden Investment Management, L.P. | 2044217 | $797.9M | 2 | Q2 2026 |
| Lenox Wealth Advisors, LLC | 1569292 | $797.8M | 749 | last filed Q1 2022 |
| SONORA INVESTMENT MANAGEMENT, LLC | 1418539 | $797.8M | 1,064 | last filed Q3 2021 |
| Quantum Capital Management, LLC / NJ | 1513125 | $797.6M | 35 | Q2 2026 |
| XY Planning Network, Inc. | 1873438 | $797.1M | 340 | Q2 2026 |
| Allied Investment Advisors, LLC | 1729869 | $796.5M | 110 | Q2 2026 |
| Emerald Advisors, LLC | 1802611 | $795.8M | 130 | Q2 2026 |
| Technology Crossover Management X, Ltd. | 1787727 | $795.2M | 6 | Q2 2026 |
| Harbor Advisors LLC | 1687156 | $795.1M | 194 | Q2 2026 |
| Bornite Capital Management LP | 1800641 | $794.6M | 20 | Q2 2026 |
| HORAN CAPITAL MANAGEMENT | 1269134 | $794.3M | 35 | last filed Q4 2020 |
| Cornerstone Planning Group LLC | 1822587 | $794.1M | 1,867 | Q2 2026 |
| Seilern Investment Management Ltd | 1817797 | $793.8M | 24 | Q2 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 749044 | $793.5M | 188 | Q2 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | 1631073 | $793.3M | 1,591 | Q2 2026 |
| Glen Eagle Advisors, LLC | 2029317 | $792.9M | 1,087 | Q2 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 2103405 | $792.9M | 105 | Q2 2026 |
| Portfolio Solutions, LLC | 1542606 | $792.3M | 55 | last filed Q3 2022 |
| Golden Unicorn (BVI) Ltd | 2078724 | $792.2M | 7 | Q2 2026 |
| Kemnay Advisory Services Inc. | 1555283 | $791.5M | 1,169 | Q2 2026 |
| DIADEMA PARTNERS LP | 2026172 | $791.3M | 116 | Q2 2026 |
| Financial Solutions Advisory Group, Inc. | 2135269 | $790.9M | 177 | Q2 2026 |
| KPP Advisory Services LLC | 1989349 | $790.7M | 361 | Q2 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1851395 | $790.6M | 140 | Q2 2026 |
| Enclave Advisors LLC | 1836110 | $790.4M | 127 | Q2 2026 |
| Colonial Trust Co / SC | 1954093 | $789.7M | 1,135 | Q2 2026 |
| FIRST HAWAIIAN BANK | 764106 | $789.5M | 91 | Q2 2026 |
| Wellington Shields Capital Management, LLC | 1506071 | $788.4M | 334 | Q2 2026 |
| IFC Advisors LLC | 2053348 | $787.6M | 179 | Q2 2026 |
| Arlington Financial Advisors, LLC | 1716539 | $787.5M | 107 | Q2 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | 1802080 | $787.3M | 147 | Q2 2026 |
| Thrive Wealth Management, LLC | 1847610 | $787.1M | 254 | Q2 2026 |
| INR ADVISORY SERVICES LLC | 1535477 | $786.3M | 73 | last filed Q1 2019 |
| Pasadena Private Wealth, LLC | 1760578 | $786.1M | 274 | Q2 2026 |
| Madison Wealth Partners, Inc | 1844424 | $785.9M | 292 | Q2 2026 |
| Gratus Wealth Advisors, LLC | 2022161 | $785.5M | 138 | Q2 2026 |
| IA Venture Partners, LLC | 1684985 | $785.3M | 2 | last filed Q4 2021 |
| Almanack Investment Partners, LLC. | 1680613 | $784.7M | 321 | Q2 2026 |
| Landsberg, Bennett, & Dubbaneh LLC | 1762342 | $784.5M | 264 | last filed Q3 2021 |
| Horizon Wealth Management, LLC | 1815123 | $784.5M | 148 | Q2 2026 |
| Harraden Circle Investments, LLC | 1910592 | $784.1M | 236 | Q2 2026 |
| 8VC Opportunities GP II, LLC | 1866724 | $784.0M | 3 | Q2 2026 |
| TT International Asset Management LTD | 1809187 | $783.3M | 49 | Q2 2026 |
| CFM WEALTH PARTNERS LLC | 1801097 | $783.3M | 149 | Q2 2026 |
| Topsail Wealth Management, LLC | 2056627 | $783.3M | 297 | Q2 2026 |
| Lee Financial Co | 1391166 | $783.1M | 162 | Q2 2026 |
| CHATHAM CAPITAL GROUP, INC. | 1108969 | $783.0M | 200 | Q2 2026 |
| Converium Capital Inc. | 2043653 | $782.8M | 43 | Q2 2026 |
| GLOBEFLEX CAPITAL L P | 921531 | $782.6M | 394 | Q2 2026 |
| BUCKINGHAM CAPITAL MANAGEMENT INC | 1089212 | $782.4M | 83 | last filed Q3 2019 |
| Longbow Finance SA | 1965552 | $782.1M | 59 | Q2 2026 |
| Summit Financial Wealth Advisors, LLC | 1632283 | $782.0M | 225 | Q2 2026 |
| WEXFORD CAPITAL LP | 1048462 | $782.0M | 223 | Q2 2026 |
| Tygh Capital Management, Inc. | 1308001 | $781.6M | 87 | last filed Q4 2021 |
| LAFFER TENGLER INVESTMENTS, INC. | 1307878 | $781.6M | 179 | Q2 2026 |
| Hudock, Inc. | 1543536 | $781.1M | 217 | Q2 2026 |
| Asio Capital, LLC | 1803291 | $780.9M | 109 | Q2 2026 |
| Bordeaux Wealth Advisors LLC | 1821271 | $780.9M | 158 | last filed Q2 2025 |
| Qsemble Capital Management, LP | 1766159 | $780.6M | 371 | Q2 2026 |
| Summit Asset Management, LLC | 1509974 | $780.4M | 183 | Q2 2026 |
| PenderFund Capital Management Ltd. | 1706164 | $780.1M | 231 | Q2 2026 |
| Alpine Bank Wealth Management | 1974910 | $779.5M | 404 | Q2 2026 |
| Coho Partners, Ltd. | 1350585 | $779.1M | 32 | last filed Q3 2025 |
| Marquette Asset Management, LLC | 1395067 | $778.6M | 830 | Q2 2026 |
| Northstar Group, Inc. | 1631408 | $777.0M | 168 | Q2 2026 |
| FIRST MIDWEST BANK TRUST DIVISION | 872732 | $776.8M | 375 | last filed Q4 2021 |
| SilverOak Wealth Management LLC | 1764766 | $776.5M | 126 | Q2 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | 810672 | $776.4M | 113 | Q2 2026 |
| Round Rock Advisors LLC | 1846991 | $776.4M | 318 | Q2 2026 |
| Trifecta Capital Advisors, LLC | 1962615 | $776.3M | 493 | Q2 2026 |
| Ally Financial Inc. | 40729 | $775.0M | 131 | Q2 2026 |
| HOEY INVESTMENTS, INC | 1799544 | $774.3M | 453 | Q2 2026 |
| Emery Howard Portfolio Management, Inc. | 1495703 | $773.4M | 48 | last filed Q4 2021 |
| EFG Asset Management (North America) Corp. | 1911412 | $773.4M | 168 | last filed Q3 2025 |
| CIM, LLC | 1364725 | $773.3M | 169 | Q2 2026 |
| Glendon Capital Management LP | 1604350 | $772.6M | 26 | Q2 2026 |
| Relative Value Partners Group, LLC | 1649910 | $772.4M | 321 | last filed Q2 2024 |
| FJ Capital Management LLC | 1599170 | $770.4M | 120 | Q2 2026 |
| B & T Capital Management DBA Alpha Capital Management | 1450935 | $770.3M | 128 | Q2 2026 |
| South Street Advisors LLC | 1399706 | $768.7M | 84 | Q2 2026 |
| Manchester Capital Management LLC | 1393389 | $768.4M | 1,313 | Q2 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | 764611 | $767.6M | 97 | Q2 2026 |
| CAMDEN NATIONAL BANK | 1697855 | $767.5M | 184 | Q2 2026 |
| Strategic Point Investment Advisors, LLC | 1295044 | $767.5M | 36 | Q2 2026 |
| Nexus Investment Management ULC | 1476329 | $766.9M | 72 | Q2 2026 |
| Albar Capital Partners LLP | 2034565 | $766.8M | 38 | Q2 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | 1496201 | $766.5M | 101 | Q2 2026 |
| Independent Solutions Wealth Management, LLC | 1818391 | $766.3M | 194 | Q2 2026 |
| Arvin Capital Management LP | 1961738 | $766.0M | 41 | Q2 2026 |
| Crews Bank & Trust | 2052279 | $766.0M | 662 | Q2 2026 |
| Hendershot Investments Inc. | 1541496 | $765.5M | 134 | Q2 2026 |
| NetEase, Inc. | 1110646 | $765.4M | 2 | Q2 2026 |
| Clearstead Trust, LLC | 1708001 | $765.0M | 970 | Q2 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 2044324 | $764.7M | 133 | Q2 2026 |
| JBF Capital, Inc. | 1483864 | $764.0M | 99 | Q2 2026 |
| United Capital Management of KS, Inc. | 1753219 | $763.4M | 98 | Q2 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 201772 | $763.4M | 306 | Q2 2026 |
| Kelman-Lazarov, Inc. | 1672067 | $763.3M | 154 | Q2 2026 |
| JB Investments Management, LLC | 1523988 | $763.0M | 10 | last filed Q1 2022 |
| ADAMS NATURAL RESOURCES FUND, INC. | 216851 | $762.9M | 51 | Q2 2026 |
| SENTINEL PENSION ADVISORS, LLC | 1802290 | $762.3M | 147 | Q2 2026 |
| Ironwood Investment Counsel, LLC | 1330463 | $762.2M | 267 | Q2 2026 |
| Gibbs Wealth Management | 2081110 | $762.0M | 430 | last filed Q1 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 2057056 | $761.8M | 246 | Q2 2026 |
| Osborn Williams & Donohoe LLC | 1583000 | $761.7M | 259 | last filed Q1 2020 |
| Westside Investment Management, Inc. | 1538383 | $761.3M | 1,446 | Q2 2026 |
| Biltmore Family Office, LLC | 1731123 | $760.9M | 333 | Q2 2026 |
| CAPITAL GROWTH MANAGEMENT LP | 868491 | $760.6M | 50 | last filed Q3 2022 |
| Horst & Graben Wealth Management LLC | 1818207 | $760.2M | 205 | Q2 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | 1894484 | $759.6M | 229 | Q2 2026 |
| Keating Financial Advisory Services, Inc. | 2103443 | $759.6M | 2,608 | Q2 2026 |
| Xcelsior Advisor Partners LLC | 2110679 | $759.3M | 452 | Q2 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1599719 | $759.1M | 41 | Q2 2026 |
| Rollins Financial Advisors, LLC | 1884018 | $759.1M | 168 | Q2 2026 |
| RIVERSEDGE ADVISORS, LLC | 1787663 | $759.1M | 315 | Q2 2026 |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1845445 | $758.8M | 209 | last filed Q3 2024 |
| Alvarez & Marsal Private Wealth Partners, LLC | 2109121 | $758.6M | 107 | Q2 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 1695344 | $758.1M | 265 | Q2 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | 1105467 | $757.3M | 193 | Q2 2026 |
| McLean Asset Management Corp | 1833140 | $756.5M | 181 | Q2 2026 |
| MATAURO, LLC | 2052964 | $756.4M | 158 | Q2 2026 |
| ACADEMY CAPITAL MANAGEMENT | 1031972 | $756.3M | 36 | Q2 2026 |
| O'Brien Wealth Partners LLC | 1689874 | $756.2M | 110 | last filed Q4 2025 |
| Capital One, National Association | 47288 | $756.0M | 314 | last filed Q4 2019 |
| CIBC BANK USA | 1279912 | $755.8M | 271 | last filed Q4 2019 |
| COMERICA SECURITIES INC | 1399248 | $755.6M | 398 | last filed Q4 2018 |
| NORTHSTAR INVESTMENT ADVISORS LLC | 1106505 | $755.5M | 160 | last filed Q2 2021 |
| FIRST MERCANTILE TRUST CO | 1259664 | $755.2M | 837 | last filed Q3 2021 |
| Polymer Capital Management (US) LLC | 1973324 | $755.2M | 604 | Q2 2026 |
| Pier Capital, LLC | 1310051 | $754.6M | 129 | Q2 2026 |
| Hughes Financial Services, LLC | 2054465 | $754.5M | 1,839 | Q2 2026 |
| Founders Financial Alliance, LLC | 1832190 | $754.5M | 779 | Q2 2026 |
| Kinsale Capital Group, Inc. | 1669162 | $754.4M | 41 | Q2 2026 |
| Stanley Capital Management, LLC | 1518934 | $754.3M | 37 | Q2 2026 |
| Financial Advisory Corp | 1813369 | $754.2M | 58 | Q2 2026 |
| SC&H Financial Advisors, Inc. | 1907898 | $753.8M | 160 | Q2 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1018561 | $753.5M | 223 | Q2 2026 |
| Talon Private Wealth, LLC | 1990467 | $752.8M | 187 | last filed Q1 2026 |
| Stone House Investment Management, LLC | 1696497 | $752.2M | 1,339 | Q2 2026 |
| Northwest Financial Advisors | 2010635 | $751.9M | 89 | Q2 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 934040 | $751.3M | 191 | Q2 2026 |
| TRB Wealth Management, LLC | 2130988 | $751.3M | 296 | Q2 2026 |
| CVC Capital Partners VI Ltd | 1838970 | $750.9M | 3 | last filed Q4 2023 |
| FCPM III SERVICES B.V. | 2013410 | $750.4M | 11 | Q2 2026 |
| Bienville Capital Management, LLC | 1605070 | $749.7M | 92 | Q2 2026 |
| Qtron Investments LLC | 1768099 | $749.6M | 449 | Q2 2026 |
| Virtue Capital Management, LLC | 1729985 | $748.9M | 343 | Q2 2026 |
| Dubuque Bank & Trust Co | 933482 | $748.4M | 245 | last filed Q3 2023 |
| JLB & ASSOCIATES INC | 1085227 | $748.3M | 68 | Q2 2026 |
| Defilade Capital Management, L.P. | 2088557 | $746.9M | 39 | Q2 2026 |
| Echo Street Capital Management LLC | 1352342 | $746.9M | 2 | last filed Q4 2023 |
| Broadfin Capital, LLC | 1511901 | $746.8M | 38 | last filed Q4 2019 |
| BDF-GESTION | 1632812 | $746.8M | 143 | Q2 2026 |
| Permanent Capital Management, LP | 2054108 | $746.7M | 211 | Q2 2026 |
| EagleClaw Capital Managment, LLC | 1607636 | $745.4M | 145 | Q2 2026 |
| AUXIER ASSET MANAGEMENT LLC | 1105863 | $745.2M | 184 | Q2 2026 |
| Insight Wealth Partners, LLC | 1627003 | $744.8M | 135 | Q2 2026 |
| CIBC Capital Markets (Europe) S.A. | 2045104 | $744.6M | 10 | Q2 2026 |
| Heritage Investment Group, Inc. | 1876811 | $744.4M | 135 | Q2 2026 |
| Commonwealth Financial Services, LLC | 1536755 | $744.2M | 317 | Q2 2026 |
| Helix Partners Management LP | 1995612 | $744.1M | 12 | Q2 2026 |
| AH Equity Partners III, L.L.C. | 1540361 | $743.9M | 13 | last filed Q3 2022 |
| REGATTA CAPITAL GROUP, LLC | 1911488 | $743.6M | 223 | Q2 2026 |
| Well Done, LLC | 1667132 | $743.4M | 202 | Q2 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 1089755 | $742.8M | 29 | Q2 2026 |
| CFO4Life Group, LLC | 1706351 | $742.8M | 236 | Q2 2026 |
| WILKINS INVESTMENT COUNSEL INC | 1276853 | $742.0M | 119 | Q2 2026 |
| Tolleson Wealth Management, Inc. | 1772937 | $741.9M | 96 | Q2 2026 |
| Northcape Capital Pty Ltd | 1686776 | $741.8M | 8 | Q2 2026 |
| CPC Advisors, LLC | 1805250 | $741.6M | 159 | Q2 2026 |
| SFE Investment Counsel | 1317784 | $741.5M | 149 | Q2 2026 |
| Lebenthal Global Advisors, LLC | 1845766 | $741.5M | 204 | Q2 2026 |
| Torray Investment Partners LLC | 98758 | $741.3M | 91 | Q2 2026 |
| Newbrook Capital Advisors LP | 1389875 | $740.6M | 14 | Q2 2026 |
| Triasima Portfolio Management inc. | 1938757 | $740.3M | 127 | Q2 2026 |
| BEARING POINT CAPITAL, LLC | 2052916 | $740.2M | 203 | Q2 2026 |
| Copos Capital B.V. | 2111344 | $740.0M | 42 | Q2 2026 |
| Grey Street Capital, LLC | 1967335 | $738.7M | 487 | last filed Q1 2024 |
| Deep Basin Capital LP | 1719655 | $738.7M | 40 | last filed Q4 2020 |
| Estabrook Capital Management | 1344717 | $738.6M | 344 | Q2 2026 |
| Everest Financial Group LLC | 2056391 | $738.4M | 208 | Q2 2026 |
| Barton Investment Management | 1387818 | $738.2M | 60 | Q2 2026 |
| LS Investment Advisors, LLC | 1455845 | $737.8M | 127 | Q2 2026 |
| NORTH AMERICAN MANAGEMENT CORP | 861462 | $737.8M | 107 | last filed Q1 2021 |
| HERALD INVESTMENT MANAGEMENT Ltd | 1512022 | $737.3M | 92 | Q2 2026 |
| GFI Investment Counsel Ltd. | 1688774 | $737.3M | 30 | Q2 2026 |
| Kingsway Capital Partners Ltd | 2145813 | $736.0M | 5 | Q2 2026 |
| Walmart Inc. | 104169 | $736.0M | 3 | Q2 2026 |
| GR FINANCIAL GROUP, LLC | 2011751 | $735.9M | 37 | Q2 2026 |
| S-Bank Fund Management Ltd | 2036461 | $735.9M | 249 | Q2 2026 |
| Cohen Capital Management, Inc. | 1508120 | $735.5M | 152 | Q2 2026 |
| Virtus Wealth Solutions LLC | 2045870 | $735.0M | 53 | Q2 2026 |
| NEW WAVE WEALTH ADVISORS LLC | 2035324 | $735.0M | 203 | Q2 2026 |
| Greenfield FTC, Inc. | 1842727 | $734.5M | 4 | Q2 2026 |
| Balboa Wealth Partners | 1929008 | $734.4M | 476 | Q2 2026 |
| MainStreet Investment Advisors LLC | 1729854 | $734.3M | 166 | Q2 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 1103245 | $734.0M | 188 | Q2 2026 |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 1474069 | $733.9M | 13 | Q2 2026 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | 351051 | $732.6M | 8 | Q2 2026 |
| Liquid Strategies, LLC | 1774727 | $732.3M | 7 | Q2 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 740272 | $732.0M | 123 | Q2 2026 |
| Decheng Capital LLC | 2010850 | $731.7M | 14 | Q2 2026 |
| ThornTree Capital Partners LP | 1688511 | $731.3M | 19 | Q2 2026 |
| Morton Capital Management LLC/CA | 2002628 | $731.3M | 160 | Q2 2026 |
| Gilman Hill Asset Management, LLC | 1551969 | $731.0M | 236 | Q2 2026 |
| TIRSCHWELL & LOEWY INC | 884535 | $730.9M | 66 | last filed Q1 2019 |
| SP Asset Management | 1751817 | $730.7M | 107 | last filed Q3 2022 |
| KKM Financial LLC | 2001943 | $729.9M | 169 | Q2 2026 |
| Ignite Planners, LLC | 1849348 | $729.0M | 422 | Q2 2026 |
| Caitong International Asset Management Co., Ltd | 1963355 | $728.9M | 2,999 | Q2 2026 |
| Vanderbilt University | 1825985 | $728.3M | 74 | Q2 2026 |