| FC Advisory LLC | 1683754 | $377.6M | 118 | Q2 2026 |
| Argos Wealth Advisors, LLC | 1809154 | $377.6M | 224 | Q2 2026 |
| GILL CAPITAL PARTNERS, LLC | 729563 | $377.5M | 702 | Q2 2026 |
| Sensible Money, LLC | 1965229 | $377.1M | 101 | Q2 2026 |
| Starr Indemnity & Liability Co | 1640521 | $377.0M | 4 | Q2 2026 |
| M. Kraus & Co | 1593688 | $376.9M | 86 | Q2 2026 |
| Nalanda India Equity Fund Ltd | 1622904 | $376.8M | 1 | Q2 2026 |
| ARGYLL RESEARCH, LLC | 1330709 | $376.8M | 3 | last filed Q3 2019 |
| VSM Wealth Advisory, LLC | 2050660 | $376.5M | 507 | Q2 2026 |
| Shilanski & Associates, Inc. | 1722084 | $376.3M | 109 | last filed Q3 2025 |
| Balance Wealth Partners LLC | 2065247 | $376.0M | 165 | Q2 2026 |
| Rikoon Group, LLC | 1576654 | $375.9M | 234 | last filed Q1 2021 |
| Kings Path Partners LLC | 2030974 | $375.8M | 353 | Q2 2026 |
| Harbor Island Capital LLC | 1730580 | $375.6M | 16 | Q2 2026 |
| Sara-Bay Financial | 1816444 | $375.4M | 87 | Q2 2026 |
| Geneva Partners, LLC | 1712671 | $375.1M | 75 | Q2 2026 |
| Payne Capital Management, LLC | 1994332 | $375.0M | 88 | Q2 2026 |
| Family Legacy, Inc. | 1706016 | $374.9M | 124 | Q2 2026 |
| CIM INVESTMENT MANAGEMENT INC | 1179791 | $374.8M | 250 | last filed Q1 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1666613 | $374.8M | 72 | Q2 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 2094371 | $374.6M | 27 | Q2 2026 |
| Bell Asset Management Ltd | 1681004 | $374.5M | 63 | Q2 2026 |
| LifeWealth Investments, LLC | 2033794 | $374.1M | 136 | Q2 2026 |
| Cape Investment Advisory, Inc. | 1944437 | $374.1M | 1,449 | Q2 2026 |
| NewGen Equity Long/Short Fund | 1774035 | $374.0M | 28 | last filed Q3 2025 |
| LFL Advisers, LLC | 1694127 | $374.0M | 9 | Q2 2026 |
| PENOBSCOT WEALTH MANAGEMENT | 1875768 | $373.9M | 117 | Q2 2026 |
| HARBOR ADVISORY CORP /MA/ | 1100710 | $373.7M | 82 | Q2 2026 |
| Pine Harbor Wealth Management, LLC | 2016051 | $373.5M | 112 | Q2 2026 |
| Friday Financial | 2048792 | $373.4M | 108 | Q2 2026 |
| Jentner Corp | 1695908 | $373.3M | 54 | last filed Q2 2025 |
| Hutchens & Kramer Investment Management Group, LLC | 1920117 | $373.3M | 160 | Q2 2026 |
| 3G Capital Partners LP | 1421669 | $373.2M | 18 | Q2 2026 |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 2086998 | $373.2M | 28 | Q2 2026 |
| Omnia Family Wealth, LLC | 1696136 | $373.2M | 103 | Q2 2026 |
| Platte River Wealth Advisors, LLC | 1802013 | $372.8M | 92 | last filed Q3 2024 |
| NORTHERN CAPITAL MANAGEMENT LLC | 312955 | $372.6M | 165 | last filed Q4 2018 |
| SC ISRAEL VENTURE V MANAGEMENT, L.P. | 1611401 | $372.5M | 1 | last filed Q4 2020 |
| Rench Wealth Management, Inc. | 1599016 | $372.5M | 67 | Q2 2026 |
| Atlas Brown,Inc. | 1388168 | $372.5M | 237 | Q2 2026 |
| HARMONY ASSET MANAGEMENT LLC | 2002815 | $372.4M | 201 | Q2 2026 |
| Kooman & Associates | 1961850 | $372.4M | 56 | Q2 2026 |
| Veery Capital, LLC | 1844375 | $372.3M | 100 | Q2 2026 |
| Lifestyle Asset Management, Inc. | 1845675 | $372.1M | 129 | Q2 2026 |
| Stillwater Investment Management, LLC | 1478775 | $372.0M | 81 | last filed Q1 2023 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 869772 | $371.9M | 20 | Q2 2026 |
| Atle Fund Management AB | 1381843 | $371.7M | 39 | Q2 2026 |
| Cornell Pochily Investment Advisors, Inc. | 1736260 | $371.7M | 189 | Q2 2026 |
| MIO PARTNERS, INC. | 1535457 | $371.5M | 5 | Q2 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 1252007 | $371.5M | 82 | Q2 2026 |
| Strathmore Capital Advisors, Inc. | 2021703 | $371.4M | 142 | Q2 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1121477 | $371.2M | 394 | Q2 2026 |
| REGIMEN WEALTH, LLC | 1963863 | $371.0M | 76 | Q2 2026 |
| RESTON WEALTH MANAGEMENT LLC | 1767617 | $371.0M | 65 | Q2 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | $370.9M | 544 | Q2 2026 |
| WEALTH EFFECTS LLC | 1907254 | $370.5M | 256 | Q2 2026 |
| Congress Park Capital LLC | 1730945 | $370.5M | 134 | Q2 2026 |
| Next Capital Management LLC | 1752762 | $370.5M | 138 | Q2 2026 |
| Veracity Capital LLC | 1811005 | $370.4M | 223 | Q2 2026 |
| B.O.S.S. Retirement Advisors, LLC | 1964810 | $370.4M | 157 | Q2 2026 |
| Gunderson Capital Management LLC | 1792397 | $370.3M | 52 | Q2 2026 |
| AMERICAN NATIONAL INSURANCE CO | 904163 | $370.0M | 260 | last filed Q1 2022 |
| Cypress Capital, LLC | 1729939 | $369.9M | 110 | Q2 2026 |
| M & L Capital Management Ltd | 1927627 | $369.8M | 17 | Q2 2026 |
| AYAL Capital Advisors Ltd | 2011524 | $369.7M | 43 | Q2 2026 |
| Bray Capital Advisors | 1631738 | $369.6M | 256 | last filed Q4 2024 |
| Bruce & Co., Inc. | 1358331 | $369.5M | 41 | Q2 2026 |
| EVEXIA WEALTH LLC | 1975710 | $369.5M | 77 | Q2 2026 |
| Odyssey Group, LLC | 2146304 | $369.4M | 61 | Q2 2026 |
| Filament LLC | 1550228 | $369.3M | 35 | last filed Q3 2020 |
| Wealth Advisors of Iowa, LLC | 1803005 | $369.2M | 90 | Q2 2026 |
| Alta Wealth Advisors LLC | 1843826 | $368.9M | 170 | Q2 2026 |
| General Electric Co | 40545 | $368.9M | 2 | Q2 2026 |
| Gold Investment Management Ltd. | 2006008 | $368.8M | 202 | Q2 2026 |
| Joule Financial, LLC | 1929070 | $368.8M | 116 | Q2 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | 1389234 | $368.7M | 72 | Q2 2026 |
| Global Financial Private Client, LLC | 2023568 | $368.6M | 246 | Q2 2026 |
| TRADITION CAPITAL MANAGEMENT LLC | 1166385 | $368.6M | 183 | last filed Q1 2019 |
| Commonwealth Retirement Investments LLC | 1963787 | $368.4M | 417 | Q2 2026 |
| BATTERY MANAGEMENT CORP. | 1548594 | $368.3M | 5 | Q2 2026 |
| PhiloSmith Capital Corp | 1942361 | $368.2M | 23 | Q2 2026 |
| Millstreet Capital Management LLC | 1590729 | $368.1M | 2 | Q2 2026 |
| Missouri Trust & Investment Co | 1908186 | $368.1M | 146 | Q2 2026 |
| Evanston Investments, Inc., dba Evanston Advisors | 1480535 | $367.9M | 63 | last filed Q4 2018 |
| Bain Capital Credit, LP | 1317947 | $367.9M | 6 | Q2 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1857144 | $367.8M | 166 | Q2 2026 |
| 11 Capital Partners LP | 1801172 | $367.7M | 22 | Q2 2026 |
| Promethos Capital, LLC | 1908619 | $367.7M | 54 | Q2 2026 |
| Sterling Financial Planning, Inc. | 1844278 | $367.7M | 123 | Q2 2026 |
| FORTRESS PRIVATE LEDGER, LLC | 1718251 | $367.6M | 271 | Q2 2026 |
| Surevest, LLC | 1593842 | $367.6M | 509 | last filed Q3 2022 |
| ONE Advisory Partners, LLC | 1819695 | $367.4M | 68 | Q2 2026 |
| CQS (US), LLC | 1447946 | $367.3M | 44 | last filed Q2 2024 |
| Whelan Financial | 1894921 | $367.2M | 101 | Q2 2026 |
| Running Point Capital Advisors, LLC | 1840629 | $367.0M | 189 | last filed Q4 2025 |
| Elephas Investment Management Ltd | 1731191 | $366.9M | 22 | last filed Q2 2021 |
| Storen Legacy Partners, LLC | 2116061 | $366.8M | 116 | Q2 2026 |
| VAN STRUM & TOWNE INC. | 1080173 | $366.8M | 111 | Q2 2026 |
| Silverleafe Capital Partners, LLC | 1535611 | $366.8M | 99 | Q2 2026 |
| First International Bank of Israel Ltd. | 2081196 | $366.7M | 69 | Q2 2026 |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 831457 | $366.7M | 89 | last filed Q3 2019 |
| Impact Capital Partners LLC | 2054916 | $366.5M | 283 | Q2 2026 |
| Waterford Advisors, LLC | 1960657 | $366.5M | 64 | Q2 2026 |
| ACORN CAPITAL ADVISORS, LLC | 2054410 | $366.5M | 20 | Q2 2026 |
| Concord Investment Counsel Inc. | 2022154 | $366.4M | 50 | Q2 2026 |
| SAM Advisors, LLC | 1600944 | $366.3M | 49 | Q2 2026 |
| Pillsbury Lake Capital LLC | 2111915 | $366.3M | 41 | Q2 2026 |
| Capco Asset Management, LLC | 1698068 | $365.9M | 26 | Q2 2026 |
| Indiana Trust & Investment Management Co | 1356407 | $365.9M | 472 | Q2 2026 |
| WRIGHT INVESTORS SERVICE INC | 108572 | $365.8M | 148 | Q2 2026 |
| Range Financial Group LLC | 1928635 | $365.8M | 206 | Q2 2026 |
| Aigen Investment Management, LP | 1741224 | $365.8M | 517 | Q2 2026 |
| Lynch Asset Management, Inc. | 1906719 | $365.7M | 52 | Q2 2026 |
| Quaker Capital Investments, LLC | 1633648 | $365.7M | 22 | Q2 2026 |
| HST Ventures, LLC | 1885404 | $365.7M | 49 | last filed Q3 2024 |
| Glassy Mountain Advisors, Inc. | 1914617 | $365.6M | 76 | Q2 2026 |
| Team Hewins, LLC | 1964760 | $365.5M | 40 | Q2 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | 1085041 | $365.5M | 147 | Q2 2026 |
| Vert Asset Management LLC | 1904664 | $365.5M | 44 | Q2 2026 |
| Invesco Private Capital, Inc. | 1128452 | $365.3M | 4 | last filed Q3 2019 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | 1080383 | $365.3M | 55 | last filed Q2 2024 |
| Darwin Wealth Management, LLC | 1663224 | $365.3M | 777 | Q2 2026 |
| 25 LLC | 1968777 | $365.2M | 80 | Q2 2026 |
| Elevated Financial Group LLC | 2063915 | $364.9M | 125 | Q2 2026 |
| Hopwood Nicholas Hunter | 2091827 | $364.5M | 131 | Q2 2026 |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | 1766504 | $364.2M | 10 | Q2 2026 |
| Bowling Portfolio Management LLC | 1322590 | $364.2M | 183 | last filed Q3 2022 |
| KEATING INVESTMENT COUNSELORS INC | 1020580 | $364.1M | 59 | Q2 2026 |
| BAKER BOYER NATIONAL BANK | 1079398 | $364.1M | 94 | Q2 2026 |
| Eaton Financial Holdings Company, LLC | 1972322 | $364.1M | 134 | Q2 2026 |
| Engle Capital Management, L.P. | 1684868 | $364.1M | 20 | Q2 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 1914472 | $364.1M | 37 | Q2 2026 |
| Sage Financial Management Group, Inc. | 1762086 | $364.0M | 61 | Q2 2026 |
| Elevated Capital Advisors, LLC | 1802387 | $363.6M | 849 | Q2 2026 |
| Tilson Financial Group, Inc. | 1964820 | $363.6M | 86 | Q2 2026 |
| Reliant Wealth Planning | 1823393 | $363.6M | 54 | Q2 2026 |
| MARSHALL FINANCIAL GROUP INC /ADV | 701189 | $363.5M | 53 | last filed Q3 2025 |
| AIMZ Investment Advisors, LLC | 1630365 | $363.5M | 153 | Q2 2026 |
| Anfield Capital Management, LLC | 1602020 | $363.5M | 715 | last filed Q1 2026 |
| GFG Capital, LLC | 1638520 | $363.4M | 100 | Q2 2026 |
| GLYNN CAPITAL MANAGEMENT LLC | 911270 | $363.4M | 43 | Q2 2026 |
| Raub Brock Capital Management LP | 1554656 | $363.3M | 45 | Q2 2026 |
| Paragon Wealth Strategies, LLC | 1680638 | $363.3M | 40 | last filed Q4 2023 |
| Purus Wealth Management, LLC | 1844250 | $363.2M | 171 | Q2 2026 |
| Urban Financial Advisory Corp | 2005378 | $362.9M | 54 | Q2 2026 |
| August Capital Management V, L.L.C. | 1547399 | $362.8M | 1 | last filed Q2 2020 |
| Westbourne Investment Advisors, Inc. | 1650092 | $362.7M | 120 | Q2 2026 |
| HAMEL ASSOCIATES, INC. | 1599760 | $362.7M | 92 | Q2 2026 |
| O'Brien Greene & Co. Inc | 1768635 | $362.4M | 141 | Q2 2026 |
| Wealth Management Associates, Inc. | 2067339 | $362.4M | 254 | Q2 2026 |
| MILLINGTON SECURITIES, LLC | 1449088 | $362.4M | 275 | last filed Q1 2026 |
| Foresite Capital Management V, LLC | 1792206 | $362.2M | 9 | Q2 2026 |
| American Research & Management Co. | 1506796 | $362.2M | 423 | last filed Q3 2022 |
| Alteri Wealth LLC | 2054980 | $362.1M | 296 | Q2 2026 |
| SAXON INTERESTS, INC. | 1905867 | $362.0M | 238 | Q2 2026 |
| Francisco Partners Management, LP | 1197853 | $361.4M | 3 | Q2 2026 |
| Pamplona Capital Management, LLC | 1554913 | $361.3M | 5 | Q2 2026 |
| Solitude Financial Services | 1839890 | $361.2M | 41 | Q2 2026 |
| ParaFi Capital LP | 1919332 | $361.2M | 24 | Q2 2026 |
| HT Partners LLC | 1552999 | $361.1M | 53 | Q2 2026 |
| Mass General Brigham, Inc | 1678378 | $361.1M | 6 | Q2 2026 |
| WT Wealth Management | 1780507 | $361.1M | 138 | Q2 2026 |
| Demars Financial Group, LLC | 1723115 | $360.9M | 113 | Q2 2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 1013701 | $360.6M | 59 | Q2 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | 1632078 | $360.4M | 113 | Q2 2026 |
| Kentucky Farm Bureau Mutual Insurance Co | 2131132 | $360.4M | 69 | Q2 2026 |
| Equita Financial Network, Inc. | 1994461 | $360.2M | 95 | Q2 2026 |
| Morling Financial Advisors, LLC | 1905198 | $360.0M | 122 | Q2 2026 |
| MADDEN SECURITIES Corp | 1803566 | $360.0M | 118 | Q2 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | 1536890 | $359.8M | 136 | Q2 2026 |
| PL Capital Advisors, LLC | 1569147 | $359.8M | 31 | Q2 2026 |
| Gen-Wealth Partners Inc | 2023375 | $359.7M | 722 | Q2 2026 |
| Bridge Creek Capital Management LLC | 1670903 | $359.6M | 116 | last filed Q3 2025 |
| 3D ASSET MANAGEMENT, INC | 1359371 | $359.6M | 76 | last filed Q3 2020 |
| Bryant Woods Investment Advisors, LLC | 1910641 | $359.6M | 85 | Q2 2026 |
| Resurgent Financial Advisors LLC | 1912339 | $359.5M | 308 | Q2 2026 |
| Horizon Investment Services, LLC | 1426940 | $359.5M | 143 | Q2 2026 |
| Garelick Capital Partners, LP | 1641391 | $359.5M | 32 | last filed Q4 2018 |
| Man Investment Partners (US) LP | 1633312 | $359.3M | 6 | Q2 2026 |
| Scale Management, LLC | 1424874 | $359.2M | 3 | last filed Q4 2020 |
| OSTRUM ASSET MANAGEMENT U.S., LLC | 1696259 | $359.2M | 33 | last filed Q1 2019 |
| Freedom Investment Management, Inc. | 1566653 | $359.2M | 106 | Q2 2026 |
| HNP Capital LLC | 1767841 | $359.0M | 128 | last filed Q1 2023 |
| PCA Investment Advisory Services Inc. | 1977044 | $358.4M | 59 | Q2 2026 |
| Members Advisory Group LLC | 1908587 | $358.2M | 42 | Q2 2026 |
| NumerixS Investment Technologies Inc | 1611457 | $358.0M | 1,041 | last filed Q2 2020 |
| Extract Advisors LLC | 1703148 | $357.9M | 30 | Q2 2026 |
| PORTLAND INVESTMENT COUNSEL INC. | 1081668 | $357.9M | 58 | Q2 2026 |
| Greystone Financial Group, LLC | 1845302 | $357.9M | 74 | Q2 2026 |
| Providence First Trust Co | 1713735 | $357.6M | 196 | Q2 2026 |
| Metropolitan Life Insurance Co/NY | 728618 | $357.4M | 11 | Q2 2026 |
| Sentry LLC | 2004474 | $357.4M | 132 | Q2 2026 |
| Permit Capital, LLC | 1313978 | $357.4M | 20 | Q2 2026 |
| Menlo Ventures Management, L.P. | 1911541 | $357.4M | 3 | Q2 2026 |
| BARRETT & COMPANY, INC. | 887602 | $357.2M | 707 | Q2 2026 |
| Price Wealth, LLC | 1534691 | $357.2M | 444 | last filed Q3 2020 |
| Guardian Wealth Management, LLC | 2095373 | $356.7M | 30 | Q2 2026 |
| Incline Global Management LLC | 1567195 | $356.6M | 20 | Q2 2026 |
| Chesapeake Wealth Management | 1730383 | $356.5M | 168 | Q2 2026 |
| Crestmont Private Wealth LLC | 1873372 | $356.5M | 105 | Q2 2026 |
| BT Wealth Management LLC | 1767863 | $356.4M | 65 | last filed Q2 2022 |
| BANK OF STOCKTON | 1387723 | $356.3M | 126 | Q2 2026 |
| CORA CAPITAL ADVISORS LLC | 1964530 | $356.3M | 145 | Q2 2026 |
| Ascension Capital Advisors, Inc. | 1689227 | $356.1M | 97 | Q2 2026 |
| TigerOak Management, L.L.C. | 2052586 | $356.0M | 139 | Q2 2026 |
| eCIO, Inc. | 1830823 | $355.9M | 46 | Q2 2026 |
| Eaton-Cambridge Inc. | 2011052 | $355.8M | 70 | Q2 2026 |
| GENESIS PRIVATE WEALTH, LLC | 1965529 | $355.8M | 192 | Q2 2026 |
| Core Wealth Management, Inc. | 1965150 | $355.8M | 42 | Q2 2026 |
| Sandbox Financial Partners, LLC | 1844892 | $355.6M | 117 | last filed Q1 2026 |
| Hi-Line Capital Management, LLC | 1776074 | $355.5M | 32 | Q2 2026 |
| Commonwealth Bank of Australia | 8565 | $355.4M | 2 | Q2 2026 |
| Rise Advisors, LLC | 1831316 | $355.3M | 103 | Q2 2026 |
| TFR Capital, LLC. | 2059325 | $355.3M | 165 | Q2 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 2050308 | $355.1M | 223 | Q2 2026 |
| WATERSHED PRIVATE WEALTH LLC | 1965271 | $355.1M | 120 | Q2 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 887748 | $354.9M | 257 | Q2 2026 |
| Oxbow Capital Management (HK) Ltd | 1713269 | $354.8M | 4 | Q2 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 2071170 | $354.8M | 690 | Q2 2026 |
| Lowell Blake & Associates Inc. | 1816635 | $354.8M | 62 | last filed Q3 2023 |
| FIRETRAIL INVESTMENTS PTY LTD | 1943822 | $354.7M | 32 | Q2 2026 |
| Santori & Peters, Inc. | 1730959 | $354.6M | 83 | Q2 2026 |
| Anchor @ 65 Pte. Ltd. | 1993962 | $354.5M | 2 | Q2 2026 |
| Advisor Resource Council | 1820879 | $354.5M | 260 | Q2 2026 |
| Wheelhouse Advisory Group LLC | 1998946 | $354.4M | 55 | Q2 2026 |
| Timonier Family Office, LTD. | 2038170 | $354.1M | 57 | Q2 2026 |
| Essential Planning, LLC. | 1949824 | $353.9M | 87 | Q2 2026 |
| TSA Wealth Managment LLC | 1963669 | $353.6M | 119 | Q2 2026 |
| Somerset Trust Co | 1597099 | $353.6M | 186 | Q2 2026 |
| INCA Investments LLC | 1513137 | $353.4M | 10 | Q2 2026 |
| MINOT CAPITAL, LP | 1835714 | $353.3M | 6 | last filed Q3 2024 |
| Blue Harbour Group, L.P. | 1325256 | $353.1M | 6 | last filed Q2 2020 |
| Autumn Glory Partners, LLC | 1911621 | $352.9M | 212 | Q2 2026 |
| Midwest Heritage Bank, FSB | 1906805 | $352.8M | 53 | Q2 2026 |
| AXS Investments LLC | 1801467 | $352.7M | 193 | Q2 2026 |
| jvl associates llc | 1915765 | $352.5M | 79 | Q2 2026 |
| FFG Partners, LLC | 2045972 | $352.4M | 41 | Q2 2026 |
| Seven Post Investment Office LP | 1554308 | $352.3M | 42 | Q2 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 2035883 | $352.3M | 85 | Q2 2026 |
| Sunpointe, LLC | 2012181 | $352.0M | 281 | Q2 2026 |
| FINANCIAL LIFE ADVISORS | 1730813 | $351.7M | 60 | Q2 2026 |
| Precocity Capital LP | 1671811 | $351.7M | 41 | last filed Q4 2018 |
| SW Investment Management LLC | 1824821 | $351.6M | 5 | Q2 2026 |
| Palisades Investment Partners, LLC | 1427373 | $351.6M | 53 | Q2 2026 |
| Colonial River Investments, LLC | 1845859 | $351.5M | 249 | Q2 2026 |
| EVERPAR ADVISORS LLC | 2010410 | $351.5M | 302 | Q2 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 2019084 | $351.5M | 166 | Q2 2026 |
| Gerald Baker Financial Group LLC | 2133489 | $351.4M | 126 | Q2 2026 |
| Shelter Haven Capital Management, L.P. | 1757975 | $351.3M | 11 | last filed Q4 2021 |
| Whitegate Investment Counselors, Inc. | 1667102 | $351.3M | 76 | Q2 2026 |