| Alpine Investment Management Ltd | 1964631 | $411.2M | 9 | Q2 2026 |
| ELEVATUS WELATH MANAGEMENT | 1982776 | $411.1M | 243 | Q2 2026 |
| Aspiring Ventures, LLC | 1738640 | $411.1M | 83 | Q2 2026 |
| FundX Investment Group, LLC | 1427261 | $411.0M | 45 | last filed Q4 2021 |
| Financial Perspectives, Inc | 2003287 | $410.9M | 728 | Q2 2026 |
| Gavilan Investment Partners LLC | 1963404 | $410.8M | 15 | Q2 2026 |
| SignalPoint Asset Management, LLC | 1566414 | $410.7M | 253 | last filed Q4 2024 |
| Henrickson Nauta Wealth Advisors, Inc. | 1903859 | $410.5M | 118 | Q2 2026 |
| Acorn Wealth Advisors, LLC | 1730610 | $410.3M | 303 | Q2 2026 |
| CONCENTRIC WEALTH MANAGEMENT, LLC | 1695345 | $410.0M | 133 | last filed Q3 2024 |
| Strata Wealth Advisors, LLC | 1946237 | $410.0M | 97 | Q2 2026 |
| Pinnacle Financial Group, LLC / IL | 1905962 | $409.7M | 117 | Q2 2026 |
| HFR Wealth Management, LLC | 1877822 | $409.7M | 53 | Q2 2026 |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 1536262 | $409.6M | 23 | last filed Q3 2021 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1931870 | $409.5M | 182 | Q2 2026 |
| Ifrah Financial Services, Inc. | 1382646 | $409.5M | 214 | Q2 2026 |
| DKRT Investments Corp. | 2080627 | $409.3M | 50 | Q2 2026 |
| Matarin Capital Management, LLC | 1579668 | $409.2M | 184 | last filed Q4 2020 |
| Rock Point Advisors, LLC | 1301540 | $408.9M | 123 | Q2 2026 |
| Rooted Wealth Advisors, Inc. | 1963732 | $408.5M | 149 | Q2 2026 |
| Sicart Associates LLC | 1696494 | $408.4M | 74 | Q2 2026 |
| Al Warda Investments RSC Ltd | 2075444 | $408.1M | 1 | last filed Q4 2025 |
| TIFF ADVISORY SERVICES, LLC | 1271347 | $407.9M | 19 | Q2 2026 |
| INCEPTIONR LLC | 1821561 | $407.4M | 628 | Q2 2026 |
| Burt Wealth Advisors | 1612041 | $407.3M | 115 | last filed Q3 2025 |
| EQ LLC | 1757605 | $407.2M | 87 | Q2 2026 |
| Amicus Financial Advisors, LLC | 2113629 | $407.0M | 95 | Q2 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 1962532 | $406.8M | 53 | Q2 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | 1256071 | $406.7M | 85 | Q2 2026 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 1387369 | $406.4M | 35 | Q2 2026 |
| Bond & Devick Financial Network, Inc. | 1843495 | $406.1M | 207 | Q2 2026 |
| Warner Group LLC | 2073617 | $406.1M | 129 | Q2 2026 |
| FCA CORP /TX | 1166402 | $406.0M | 203 | Q2 2026 |
| MP (Thrift) Global Advisers III LLC | 1483226 | $405.9M | 1 | last filed Q3 2020 |
| Tactive Advisors, LLC | 2002409 | $405.9M | 282 | Q2 2026 |
| ARK & TLK INVESTMENTS, LLC | 2013188 | $405.9M | 126 | Q2 2026 |
| Evelyn Partners Asset Management Ltd | 2065207 | $405.8M | 308 | last filed Q1 2026 |
| Whitefort Capital Management, LP | 1884931 | $405.7M | 19 | Q2 2026 |
| Headland Capital, LLC | 2056637 | $405.5M | 64 | Q2 2026 |
| Kula Investments, LLC | 1911190 | $405.5M | 576 | last filed Q1 2023 |
| Benchmark Financial Wealth Advisors, LLC | 1757706 | $405.5M | 145 | Q2 2026 |
| Cisco Systems, Inc. | 858877 | $405.2M | 6 | Q2 2026 |
| Modus Advisors, LLC | 1799284 | $405.0M | 118 | Q2 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 752365 | $404.6M | 169 | Q2 2026 |
| Seaside Wealth Management, Inc. | 1929977 | $404.6M | 71 | Q2 2026 |
| ROBERTS GLORE & CO INC /IL/ | 1017115 | $404.4M | 246 | Q2 2026 |
| Buckley Wealth Management, LLC | 1730126 | $404.3M | 104 | Q2 2026 |
| STELLIAM INVESTMENT MANAGEMENT, LP | 1427165 | $404.3M | 8 | last filed Q2 2019 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 1632802 | $404.3M | 99 | Q2 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | 2012065 | $404.0M | 300 | Q2 2026 |
| Northeast Financial Group, Inc. | 1965773 | $404.0M | 76 | last filed Q1 2026 |
| McElhenny Sheffield Capital Management, LLC | 1886813 | $403.8M | 108 | Q2 2026 |
| Arcataur Capital Management LLC | 1987321 | $403.5M | 105 | Q2 2026 |
| WBI INVESTMENTS, LLC | 1397424 | $403.5M | 286 | Q2 2026 |
| BURKE & HERBERT BANK & TRUST CO | 1101250 | $403.4M | 246 | Q2 2026 |
| OLIO Financial Planning | 1906766 | $403.1M | 68 | Q2 2026 |
| Clean Yield Group | 1525865 | $403.0M | 395 | Q2 2026 |
| Manske Wealth Management | 2095143 | $402.7M | 226 | Q2 2026 |
| Grandview Asset Management LLC | 1766791 | $402.6M | 146 | Q2 2026 |
| Vantage Financial Partners Ltd., Inc. | 1693809 | $402.4M | 103 | last filed Q2 2024 |
| Sterling Wealth Management, Inc. | 2011149 | $402.3M | 116 | Q2 2026 |
| Grace & Mercy Foundation, Inc. | 1715783 | $401.7M | 21 | Q2 2026 |
| Cliffwater LLC | 1659851 | $401.7M | 22 | Q2 2026 |
| PagnatoKarp Partners LLC | 1698215 | $401.5M | 167 | last filed Q1 2020 |
| PING CAPITAL MANAGEMENT, INC. | 1804352 | $401.0M | 76 | Q2 2026 |
| Heritage Wealth Management, Inc. | 1944755 | $400.8M | 272 | Q2 2026 |
| Copperwynd Financial, LLC | 1687832 | $400.8M | 156 | last filed Q2 2025 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 1817648 | $400.8M | 162 | Q2 2026 |
| Burleson & Company, LLC | 1733510 | $400.7M | 416 | last filed Q4 2022 |
| Redmond Asset Management, LLC | 1567890 | $400.7M | 199 | Q2 2026 |
| INTERCAPITAL, LLC | 2108411 | $400.6M | 92 | Q2 2026 |
| BROWN, LISLE/CUMMINGS, INC. | 14745 | $400.4M | 1,021 | last filed Q1 2026 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1622852 | $400.3M | 122 | last filed Q4 2020 |
| Rappaport Reiches Capital Management, LLC | 1990195 | $400.1M | 122 | last filed Q1 2025 |
| OLP CAPITAL MANAGEMENT Ltd | 1738126 | $400.0M | 6 | Q2 2026 |
| Presidio Capital Management, LLC | 1931750 | $399.9M | 86 | Q2 2026 |
| TriaGen Wealth Management LLC | 1843848 | $399.8M | 183 | Q2 2026 |
| Elmwood Wealth Management, Inc. | 1731927 | $399.8M | 200 | Q2 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | 2020280 | $399.8M | 177 | Q2 2026 |
| Sandy Cove Advisors, LLC | 1908217 | $399.8M | 162 | Q2 2026 |
| Argent Advisors, Inc. | 1426851 | $399.7M | 186 | Q2 2026 |
| SAYBROOK CAPITAL /NC | 1044924 | $399.5M | 42 | Q2 2026 |
| Three Bridge Wealth Advisors, LLC | 1950962 | $399.3M | 87 | Q2 2026 |
| FSA WEALTH PARTNERS, INC. | 1731221 | $399.3M | 69 | Q2 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P. | 2023551 | $399.3M | 54 | Q2 2026 |
| Kerrisdale Advisers, LLC | 1569688 | $399.2M | 114 | Q2 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 1144208 | $399.2M | 99 | Q2 2026 |
| Valtinson Bruner Financial Planning LLC | 1761450 | $399.1M | 189 | Q2 2026 |
| VCI Wealth Management LLC | 2009388 | $398.9M | 99 | Q2 2026 |
| COWA, LLC | 1844480 | $398.6M | 181 | Q2 2026 |
| WorthPointe, LLC | 1921448 | $398.6M | 123 | Q2 2026 |
| Alfreton Capital LLP | 1873435 | $398.6M | 6 | Q2 2026 |
| Hudson Value Partners, LLC | 1840501 | $398.5M | 113 | Q2 2026 |
| Summit Investment Advisory Services, LLC | 1914395 | $398.5M | 89 | Q2 2026 |
| Shoker Investment Counsel, Inc. | 1599623 | $398.4M | 113 | Q2 2026 |
| Stiles Financial Services Inc | 1904832 | $398.2M | 183 | Q2 2026 |
| Fischer Financial Services, Inc. | 2064001 | $398.1M | 65 | Q2 2026 |
| Elmind Capital, LP | 2052213 | $398.0M | 35 | Q2 2026 |
| Planning Project LLC | 2052480 | $398.0M | 140 | last filed Q4 2025 |
| VISTA INVESTMENT PARTNERS LLC | 2023386 | $397.4M | 168 | Q2 2026 |
| Willingdon Wealth Management | 1577773 | $397.3M | 285 | last filed Q1 2020 |
| Brown Miller Wealth Management, LLC | 1840084 | $397.2M | 204 | Q2 2026 |
| Newton One Investments LLC | 1842787 | $397.1M | 146 | Q2 2026 |
| Pathway Financial Advisers, LLC | 2024152 | $396.9M | 167 | Q2 2026 |
| Net Worth Advisory Group | 1791998 | $396.9M | 411 | Q2 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1812177 | $396.2M | 142 | Q2 2026 |
| Kidder Stephen W | 1314377 | $395.6M | 75 | Q2 2026 |
| Akaris Global Partners, LP | 1801264 | $395.0M | 22 | last filed Q3 2023 |
| Holowesko Partners Ltd. | 1428569 | $395.0M | 34 | Q2 2026 |
| STEPH & CO | 941519 | $395.0M | 283 | Q2 2026 |
| Knuff & Co LLC | 1768089 | $394.9M | 142 | Q2 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1004140 | $394.8M | 123 | Q2 2026 |
| NEXT Financial Holdings | 1541670 | $394.7M | 1,614 | last filed Q1 2019 |
| Redwood Grove Capital, LLC | 1691170 | $394.7M | 25 | Q2 2026 |
| Passport Capital, LLC | 1352428 | $394.4M | 4 | last filed Q4 2019 |
| MIC Capital Management UK LLP | 1889830 | $394.3M | 16 | Q2 2026 |
| Aurdan Capital Management, LLC | 2057382 | $394.2M | 99 | Q2 2026 |
| YorkBridge Wealth Partners, LLC | 1696064 | $394.2M | 256 | last filed Q4 2022 |
| Stone Summit Wealth LLC | 1908192 | $394.0M | 144 | Q2 2026 |
| III Capital Management | 1783139 | $394.0M | 48 | Q2 2026 |
| 360 Financial, Inc. | 1802324 | $393.7M | 85 | Q2 2026 |
| WHITE MOUNTAINS INSURANCE GROUP LTD | 776867 | $393.6M | 2 | Q2 2026 |
| Red Wave Investments LLC | 1846493 | $393.5M | 122 | Q2 2026 |
| Independent Wealth Network Inc. | 1891240 | $393.3M | 338 | Q2 2026 |
| Crown Wealth Group, LLC | 1845698 | $393.0M | 150 | Q2 2026 |
| BridgePort Financial Solutions, LLC | 2031775 | $392.9M | 240 | Q2 2026 |
| Snider Financial Group | 1820681 | $392.8M | 103 | Q2 2026 |
| SRH ADVISORS, LLC | 1512779 | $392.5M | 276 | Q2 2026 |
| Southern Financial Group, LLC | 2140714 | $391.8M | 95 | Q2 2026 |
| OFS Enterprise LLC | 2107566 | $391.7M | 106 | Q2 2026 |
| Divergent Planning, LLC | 1730787 | $391.5M | 36 | last filed Q4 2025 |
| Kingdom Financial Group LLC. | 1962236 | $391.5M | 855 | Q2 2026 |
| Patriot Financial Partners GP II, L.P. | 2061817 | $391.3M | 12 | Q2 2026 |
| LIBRA WEALTH LLC | 1925385 | $391.2M | 70 | Q2 2026 |
| OAK FAMILY ADVISORS, LLC | 1846161 | $391.1M | 102 | Q2 2026 |
| Coltrane Asset Management L.P. | 1596586 | $391.1M | 5 | last filed Q3 2021 |
| Private Wealth Advisors, LLC | 1787027 | $391.0M | 82 | Q2 2026 |
| ForthRight Wealth Management, LLC | 1841633 | $390.9M | 76 | Q2 2026 |
| Stonepine Capital Management, LLC | 1440771 | $390.9M | 93 | Q2 2026 |
| Access Investment Management LLC | 2010477 | $390.6M | 144 | Q2 2026 |
| Legacy CG, LLC | 1904825 | $390.6M | 45 | Q2 2026 |
| Levy Wealth Management Group, LLC | 1843138 | $390.6M | 101 | last filed Q2 2024 |
| DELTA AIR LINES, INC. | 27904 | $390.5M | 3 | Q2 2026 |
| First American Financial Corp | 1472787 | $390.5M | 3 | Q2 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1841757 | $390.4M | 103 | Q2 2026 |
| Quantum Private Wealth, LLC | 1929662 | $390.2M | 171 | Q2 2026 |
| FOCUSED ALPHA, LLC | 2105062 | $390.1M | 264 | Q2 2026 |
| HTG Investment Advisors, Inc. | 1963875 | $390.1M | 88 | Q2 2026 |
| CENTRAL VALLEY ADVISORS, LLC | 2010698 | $389.9M | 193 | Q2 2026 |
| Apeiron RIA LLC | 1801846 | $389.8M | 162 | Q2 2026 |
| LongView Wealth Management | 1990190 | $389.8M | 227 | Q2 2026 |
| Checkpoint Capital L.P. | 1977548 | $389.8M | 6 | Q2 2026 |
| Kensington Investments B.V. | 1794528 | $389.7M | 1 | last filed Q3 2023 |
| Legacy Wealth Management, LLC / MS | 2047443 | $389.6M | 114 | Q2 2026 |
| Smart Money Group LLC | 1728866 | $389.5M | 86 | Q2 2026 |
| Supplemental Annuity Collective Trust of NJ | 1483065 | $389.5M | 298 | Q2 2026 |
| Narus Financial Partners, LLC | 1698091 | $389.3M | 177 | Q2 2026 |
| TRUST CO OF OKLAHOMA | 1083323 | $389.2M | 140 | Q2 2026 |
| Trinity Financial Advisors LLC | 1809574 | $389.1M | 95 | Q2 2026 |
| Minot Wealth Management LLC | 1801774 | $389.0M | 185 | last filed Q2 2022 |
| Cedar Wealth Management, LLC | 1665642 | $389.0M | 92 | Q2 2026 |
| Halpern Financial, Inc. | 1994335 | $388.7M | 230 | last filed Q3 2024 |
| St. Clair Advisors, LLC | 2056292 | $388.7M | 78 | Q2 2026 |
| MSA Advisors, LLC | 1040410 | $388.6M | 43 | Q2 2026 |
| Keystone Financial Services | 1865158 | $388.4M | 131 | Q2 2026 |
| Provident Wealth Management, LLC | 1799797 | $388.4M | 161 | Q2 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 920655 | $388.3M | 86 | Q2 2026 |
| Semmax Financial Advisors Inc. | 1767301 | $388.2M | 431 | last filed Q2 2025 |
| Keystone Financial Planning, Inc. | 1596906 | $387.9M | 39 | Q2 2026 |
| PUZO MICHAEL J | 1053914 | $387.9M | 66 | Q2 2026 |
| Terril Brothers, Inc. | 314169 | $387.8M | 71 | Q2 2026 |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1077148 | $387.6M | 61 | last filed Q2 2021 |
| Post Oak Energy Holdings, LLC | 1911838 | $387.5M | 1 | Q2 2026 |
| CDAM (UK) Ltd | 1719387 | $387.4M | 12 | Q2 2026 |
| Osprey Private Wealth LLC | 2041805 | $387.2M | 88 | Q2 2026 |
| CIC Wealth, LLC | 1965909 | $387.0M | 176 | last filed Q3 2024 |
| Slotnik Capital, LLC | 1963764 | $387.0M | 27 | Q2 2026 |
| LOM Asset Management Ltd | 2077907 | $386.9M | 279 | Q2 2026 |
| Donoghue Forlines LLC | 1702435 | $386.7M | 114 | Q2 2026 |
| Rudius Management LP | 1835407 | $386.4M | 7 | Q2 2026 |
| 20/20 Capital Management, Inc. | 1656866 | $385.9M | 167 | last filed Q2 2021 |
| Prairiewood Capital, LLC | 1839695 | $385.9M | 81 | Q2 2026 |
| GATE CITY CAPITAL MANAGEMENT, LLC | 1705447 | $385.8M | 17 | Q2 2026 |
| Topline Capital Management, LLC | 1792549 | $385.7M | 36 | Q2 2026 |
| Baron Wealth Management LLC | 1968507 | $385.7M | 304 | Q2 2026 |
| Independence Financial Advisors, LLC | 2066080 | $385.5M | 55 | Q2 2026 |
| United Airlines Holdings, Inc. | 100517 | $385.2M | 4 | Q2 2026 |
| VectorGlobal IAG, Inc. | 1845843 | $385.1M | 132 | last filed Q1 2026 |
| Seneca Financial Advisors LLC | 2082922 | $385.0M | 66 | Q2 2026 |
| Cutler Capital Management, LLC | 1353098 | $385.0M | 124 | Q2 2026 |
| Windsor Capital Management, LLC | 1543100 | $384.8M | 127 | Q2 2026 |
| Pinnacle Bancorp, Inc. | 1703383 | $384.4M | 921 | Q2 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | 1632866 | $384.4M | 179 | Q2 2026 |
| Mosaic Family Wealth, LLC | 1674343 | $384.4M | 179 | last filed Q4 2021 |
| STONNINGTON GROUP, LLC | 1325261 | $384.1M | 234 | last filed Q1 2023 |
| REIK & CO., LLC | 1388028 | $383.9M | 60 | Q2 2026 |
| Independence Asset Advisors, LLC | 2010929 | $383.9M | 25 | Q2 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | 1802816 | $383.7M | 142 | Q2 2026 |
| FORTRESS FINANCIAL GROUP, LLC | 2054451 | $383.6M | 138 | Q2 2026 |
| EPIQ Capital Group, LLC | 1779453 | $383.4M | 79 | last filed Q4 2024 |
| Schusterman Interests, LLC | 1857024 | $383.3M | 9 | Q2 2026 |
| Sand Grove Capital Management LLP | 1665077 | $383.2M | 14 | Q2 2026 |
| Hoxton Planning & Management, LLC | 1954782 | $383.2M | 227 | Q2 2026 |
| PARUS FINANCE (UK) Ltd | 1611519 | $383.1M | 37 | Q2 2026 |
| Paragon Private Wealth Management, LLC | 1922684 | $383.0M | 226 | Q2 2026 |
| CLARIS ADVISORS, LLC / MO / | 1905092 | $383.0M | 74 | Q2 2026 |
| RV Capital AG | 1766596 | $382.9M | 13 | Q2 2026 |
| Vectors Research Management, LLC | 1750557 | $382.9M | 148 | Q2 2026 |
| EnCap Partners GP, LLC | 1726182 | $382.8M | 2 | last filed Q4 2025 |
| FINANCIAL ADVISORY PARTNERS, LLC | 1994252 | $382.7M | 74 | Q2 2026 |
| CONGRUENCE CAPITAL, LLC | 2085569 | $382.6M | 28 | Q2 2026 |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 1079373 | $382.5M | 147 | last filed Q4 2019 |
| Schorn Wealth LLC | 1792851 | $382.3M | 80 | Q2 2026 |
| Alpha Financial Advisors, LLC | 1972138 | $382.2M | 87 | Q2 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 1907327 | $382.2M | 84 | Q2 2026 |
| COSMIC MANAGEMENT, LLC | 2113747 | $382.0M | 5 | Q2 2026 |
| Southside Capital, LLC | 1732093 | $381.9M | 70 | last filed Q4 2019 |
| Reby Advisors, LLC | 1674502 | $381.8M | 585 | last filed Q4 2020 |
| Gilliland Jeter Wealth Management LLC | 2009886 | $381.7M | 195 | Q2 2026 |
| Odey Asset Management Group Ltd | 1512596 | $381.4M | 24 | last filed Q1 2023 |
| PRIVATE CLIENT SERVICES, LLC | 1457005 | $381.4M | 229 | Q2 2026 |
| Selective Wealth Management, Inc. | 1755670 | $381.2M | 136 | Q2 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 1902806 | $381.2M | 144 | Q2 2026 |
| Leeward Financial Partners, LLC | 1735201 | $381.2M | 108 | Q2 2026 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | 1280604 | $380.9M | 32 | Q2 2026 |
| CJM Wealth Advisers, Ltd. | 1992748 | $380.9M | 78 | Q2 2026 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2033881 | $380.8M | 27 | Q2 2026 |
| SWEENEY & MICHEL, LLC | 1979556 | $380.8M | 164 | Q2 2026 |
| Whetstone Capital Advisors, LLC | 1607278 | $380.4M | 67 | Q2 2026 |
| Briaud Financial Planning Inc | 1800586 | $380.2M | 42 | Q2 2026 |
| Hobbs Group Advisors, LLC | 2012280 | $380.1M | 164 | Q2 2026 |
| ARROWGRASS CAPITAL PARTNERS (US) LP | 1454288 | $380.1M | 36 | last filed Q4 2019 |
| Advanced Asset Management Advisors Inc | 1075444 | $380.1M | 85 | Q2 2026 |
| Corre Partners Management, LLC | 1537323 | $379.8M | 4 | Q2 2026 |
| Arbiter Partners Capital Management LLC | 1513193 | $379.7M | 42 | Q2 2026 |
| MANAGED ACCOUNT SERVICES INC | 1696656 | $379.6M | 106 | last filed Q3 2021 |
| Corbenic Partners LLC | 1568298 | $379.6M | 208 | last filed Q2 2022 |
| ShankerValleau Wealth Advisors, Inc. | 1903273 | $379.6M | 40 | Q2 2026 |
| Bridgefront Capital, LLC | 1725690 | $379.5M | 486 | Q2 2026 |
| Cabot-Wellington, LLC | 1353198 | $379.5M | 5 | Q2 2026 |
| VHCP Management II, LLC | 1602263 | $379.4M | 20 | last filed Q4 2019 |
| Overlook Holdings Ltd | 1569857 | $379.3M | 1 | last filed Q3 2021 |
| Epstein & White Financial LLC | 1713936 | $379.1M | 94 | last filed Q2 2021 |
| Courage Miller Partners, LLC | 1482106 | $379.0M | 87 | Q2 2026 |
| S.E.E.D. Planning Group LLC | 1765515 | $378.9M | 88 | Q2 2026 |
| Schiavi & Co LLC | 1840014 | $378.5M | 60 | Q2 2026 |
| PHH Investments, Ltd. | 1537276 | $378.4M | 81 | last filed Q4 2019 |
| Comprehensive Financial Consultants Institutional, Inc. | 1915714 | $378.1M | 204 | Q2 2026 |
| Shakespeare Wealth Management, LLC | 1658509 | $377.6M | 79 | Q2 2026 |
| Juniper Investment Company, LLC | 1794034 | $377.6M | 10 | Q2 2026 |