| LifeGuide Financial Advisors, LLC | 1908585 | $351.2M | 47 | Q2 2026 |
| Tree Line Advisors (Hong Kong) Ltd. | 1535096 | $351.1M | 3 | Q2 2026 |
| Spectrum Wealth Advisory Group, LLC | 1776821 | $351.1M | 543 | Q2 2026 |
| Beacon Bridge Wealth Partners, LLC | 1965468 | $351.0M | 105 | Q2 2026 |
| Yakira Capital Management, Inc. | 1584639 | $351.0M | 202 | Q2 2026 |
| Pegasus Asset Management, Inc. | 1729049 | $351.0M | 75 | Q2 2026 |
| StrongBox Wealth, LLC | 1812155 | $350.9M | 267 | Q2 2026 |
| Fieldview Capital Management, LLC | 2040221 | $350.7M | 507 | Q2 2026 |
| DAVIS-REA LTD. | 1482171 | $350.7M | 45 | Q2 2026 |
| MTM Investment Management, LLC | 1831416 | $350.5M | 708 | Q2 2026 |
| Engrave Wealth Partners LLC | 1806222 | $350.3M | 80 | last filed Q4 2023 |
| Attestor Capital Ltd | 1830731 | $350.1M | 4 | Q2 2026 |
| Oxler Private Wealth LLC | 1846002 | $350.0M | 93 | Q2 2026 |
| PKO BP BANKOWY Universal Pension Society JSC | 2055875 | $349.9M | 13 | Q2 2026 |
| Your Advocates Ltd., LLP | 1774437 | $349.9M | 209 | Q2 2026 |
| TRADITION ASSET MANAGEMENT LLC | 1778396 | $349.8M | 174 | last filed Q2 2020 |
| Pineridge Advisors LLC | 2012421 | $349.8M | 460 | last filed Q3 2025 |
| Cornerstone Retirement Group, Inc. | 1791803 | $349.8M | 33 | last filed Q3 2023 |
| Holloway Wealth Management, LLC | 1535164 | $349.6M | 349 | last filed Q1 2022 |
| MGB Wealth Management, LLC | 2015822 | $349.6M | 308 | last filed Q4 2025 |
| Yukon Wealth Management, Inc. | 2065849 | $349.4M | 132 | Q2 2026 |
| Arrowroot Family Office, LLC | 2017744 | $349.3M | 174 | Q2 2026 |
| DENVER WEALTH MANAGEMENT, INC. | 1909800 | $349.3M | 109 | Q2 2026 |
| Planned Solutions, Inc. | 1831332 | $348.9M | 154 | Q2 2026 |
| Robinswood Financial LLC | 2139748 | $348.9M | 435 | Q2 2026 |
| Riverview Capital Advisers, LLC | 1962933 | $348.8M | 88 | Q2 2026 |
| Auour Investments LLC | 1789310 | $348.8M | 95 | Q2 2026 |
| Future Fund LLC | 1911970 | $348.8M | 118 | Q2 2026 |
| Dixon Hughes Goodman Wealth Advisors LLC | 1906545 | $348.6M | 877 | last filed Q1 2022 |
| Timelo Investment Management Inc. | 1851296 | $348.6M | 49 | Q2 2026 |
| Parkshore Wealth Management, Inc. | 2024251 | $348.2M | 72 | Q2 2026 |
| FirstMark Capital I GP, LLC | 1666572 | $347.9M | 1 | last filed Q2 2020 |
| PCJ Investment Counsel Ltd. | 1426318 | $347.9M | 62 | Q2 2026 |
| Pines Wealth Management, LLC | 2037426 | $347.8M | 219 | Q2 2026 |
| FIRST UNITED BANK & TRUST | 1214183 | $347.6M | 420 | Q2 2026 |
| DORVAL Corp | 1999144 | $347.5M | 49 | Q2 2026 |
| Highview Capital Management LLC/DE/ | 1903786 | $347.4M | 118 | Q2 2026 |
| Lanham O'Dell & Company, Inc. | 1926344 | $347.3M | 40 | last filed Q4 2025 |
| Harvest Capital Management Inc | 1105876 | $347.3M | 102 | last filed Q2 2019 |
| CPA Asset Management Group, LLC | 1963967 | $347.2M | 97 | Q2 2026 |
| Argyle Capital Management, LLC | 1321194 | $347.2M | 138 | Q2 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 925953 | $347.2M | 140 | Q2 2026 |
| DHJJ Financial Advisors, Ltd. | 1844716 | $346.9M | 1,082 | Q2 2026 |
| Key Client Fiduciary Advisors, LLC | 1912612 | $346.7M | 219 | Q2 2026 |
| Keewaydin Investments LLC | 2055512 | $346.6M | 18 | Q2 2026 |
| BRADY FAMILY WEALTH, LLC | 1971456 | $346.5M | 113 | Q2 2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | 919538 | $346.2M | 66 | Q2 2026 |
| Technology Crossover Management VIII, Ltd. | 1626282 | $346.0M | 5 | Q2 2026 |
| RR Advisors, LLC | 1322613 | $345.6M | 25 | Q2 2026 |
| Front Row Advisors LLC | 1729254 | $345.5M | 576 | Q2 2026 |
| Matthew 25 Management Corp | 1351431 | $345.5M | 20 | Q2 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | 1317410 | $345.4M | 28 | Q2 2026 |
| ENAVATE SCIENCES GP, LLC | 1953107 | $345.4M | 7 | Q2 2026 |
| MUHLENKAMP & CO INC | 1133219 | $345.3M | 28 | Q2 2026 |
| Bear Mountain Capital, Inc. | 2009419 | $345.2M | 214 | Q2 2026 |
| G&S Capital LLC | 1731448 | $345.2M | 152 | Q2 2026 |
| West Family Investments, Inc. | 1568303 | $345.0M | 468 | Q2 2026 |
| Westwood Wealth Management | 1861125 | $345.0M | 43 | Q2 2026 |
| Sender Co & Partners, Inc. | 1659380 | $344.9M | 120 | Q2 2026 |
| Alaethes Wealth, LLC | 1859677 | $344.5M | 111 | Q2 2026 |
| Fieldpoint Private Securities, LLC | 1706170 | $344.5M | 1,468 | last filed Q2 2022 |
| ACIMA PRIVATE WEALTH, LLC | 1761961 | $344.3M | 173 | Q2 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | 2037578 | $344.3M | 32 | Q2 2026 |
| DOHJ, LLC | 1801881 | $344.2M | 144 | last filed Q2 2025 |
| Geisinger Health | 1946205 | $344.1M | 5 | last filed Q2 2024 |
| HIGHLAND PEAK CAPITAL, LLC | 1961320 | $343.6M | 13 | Q2 2026 |
| Quaker Wealth Management, LLC | 1733472 | $343.5M | 967 | Q2 2026 |
| Eleva Capital SAS | 2054496 | $343.4M | 24 | Q2 2026 |
| TUCKER ASSET MANAGEMENT LLC | 1870012 | $343.4M | 1,080 | last filed Q4 2025 |
| Capital Planning LLC | 1790688 | $343.4M | 88 | Q2 2026 |
| PALO ALTO WEALTH ADVISORS, LLC | 1964382 | $343.3M | 64 | last filed Q3 2025 |
| HawsGoodwin Investment Management LLC | 1799500 | $343.2M | 109 | last filed Q4 2021 |
| PFW Advisors LLC | 1989744 | $343.0M | 124 | Q2 2026 |
| Wealthstar Advisors, LLC | 1602224 | $342.9M | 113 | Q2 2026 |
| Nova R Wealth, Inc. | 1729457 | $342.8M | 85 | Q2 2026 |
| Orion Investment Co | 2033920 | $342.7M | 73 | Q2 2026 |
| Saranac Partners Ltd | 2098745 | $342.7M | 116 | Q2 2026 |
| Mass Ave Global Inc. | 1910663 | $342.4M | 33 | last filed Q4 2022 |
| Solus Alternative Asset Management LP | 1407737 | $342.2M | 10 | Q2 2026 |
| Idaho Trust Co | 1568069 | $342.1M | 98 | Q2 2026 |
| BCWM, LLC | 1542165 | $342.0M | 57 | Q2 2026 |
| Jacobsen Capital Management | 1782491 | $341.9M | 126 | Q2 2026 |
| Ferguson Shapiro LLC | 1767433 | $341.8M | 87 | Q2 2026 |
| Owl Creek Wealth Partners LLC | 2133805 | $341.8M | 1,289 | Q2 2026 |
| Western Financial Corp/CA | 1954480 | $341.5M | 132 | Q2 2026 |
| Roberts Financial Services LLC | 1767602 | $341.5M | 33 | Q2 2026 |
| Verger Capital Management LLC | 1627417 | $341.4M | 13 | Q2 2026 |
| Yeomans Consulting Group, Inc. | 2014739 | $341.3M | 113 | last filed Q4 2025 |
| NORTHSTAR ASSET MANAGEMENT INC | 869304 | $341.2M | 91 | Q2 2026 |
| McCollum Christoferson Group LLC | 1727573 | $341.0M | 80 | Q2 2026 |
| Hixon Zuercher, LLC | 1806752 | $340.8M | 88 | Q2 2026 |
| Aikya Investment Management Ltd | 2005403 | $340.6M | 5 | Q2 2026 |
| Coalescence Partners Investment Management, LP | 1759662 | $340.6M | 12 | Q2 2026 |
| AVAII WEALTH MANAGEMENT, LLC | 1904431 | $340.5M | 176 | Q2 2026 |
| Berry Street Capital Management LLP | 1804007 | $340.4M | 26 | last filed Q3 2023 |
| ACT WEALTH MANAGEMENT, LLC | 1814191 | $340.3M | 64 | Q2 2026 |
| WARNER FINANCIAL, INC | 1927175 | $340.1M | 145 | Q2 2026 |
| Greenbush Financial Group, LLC | 2061818 | $340.1M | 35 | Q2 2026 |
| Pineno Levin & Ford Asset Management, Inc. | 1390205 | $340.0M | 119 | last filed Q4 2021 |
| ODonnell Financial Services, LLC | 1730962 | $339.8M | 74 | Q2 2026 |
| NewFocus Financial Group, LLC | 1599212 | $339.7M | 118 | last filed Q4 2020 |
| HERITAGE OAK WEALTH ADVISORS LLC | 2035533 | $339.7M | 101 | Q2 2026 |
| River Street Advisors LLC | 1964897 | $339.5M | 177 | Q2 2026 |
| Monterey Private Wealth, Inc. | 1839826 | $339.5M | 138 | last filed Q1 2025 |
| JEPPSON WEALTH MANAGEMENT, LLC | 1831263 | $339.4M | 242 | Q2 2026 |
| Processus Wealth & Capital Management, LLC | 2014209 | $339.4M | 37 | Q2 2026 |
| BRILLIANCE ASSET MANAGEMENT LTD | 1665751 | $339.3M | 11 | Q2 2026 |
| Unified Trust Company, N.A. | 1765893 | $339.3M | 83 | last filed Q3 2021 |
| Haverford Financial Services, Inc. | 1347683 | $339.2M | 49 | Q2 2026 |
| New Insight Wealth Advisors | 2022328 | $339.2M | 120 | Q2 2026 |
| Iron Horse Wealth Management, LLC | 1836270 | $339.0M | 591 | last filed Q2 2025 |
| 1492 Capital Management LLC | 1584087 | $338.7M | 133 | Q2 2026 |
| Monarch Partners Asset Management LLC | 1568555 | $338.6M | 133 | last filed Q4 2022 |
| East Coast Asset Management, LLC. | 1579254 | $338.6M | 67 | Q2 2026 |
| Source Financial Advisors LLC | 1830954 | $338.5M | 119 | last filed Q3 2024 |
| Fore Capital, LLC | 1714672 | $338.4M | 55 | Q2 2026 |
| US FINANCIAL ADVISORS, LLC | 1640420 | $338.4M | 97 | last filed Q1 2025 |
| Etesian Wealth Advisors, Inc. | 1997586 | $338.3M | 141 | Q2 2026 |
| Annapolis Financial Services, LLC | 1843110 | $337.8M | 486 | last filed Q3 2024 |
| CASTLE WEALTH MANAGEMENT LLC | 1936420 | $337.6M | 143 | Q2 2026 |
| Elite Wealth Management, Inc. | 1622757 | $337.4M | 47 | Q2 2026 |
| SHAYNE & JACOBS, LLC | 1484085 | $337.2M | 101 | Q2 2026 |
| Corundum Group, Inc. | 1486083 | $337.1M | 112 | Q2 2026 |
| Lehman & Derafelo Financial Resources LLC | 1767952 | $337.1M | 110 | last filed Q4 2022 |
| Consilium Wealth Advisory, LLC | 1904906 | $336.9M | 101 | Q2 2026 |
| Northern Right Capital Management, L.P. | 1346543 | $336.9M | 27 | Q2 2026 |
| Ameliora Wealth Management Ltd. | 1910168 | $336.9M | 229 | Q2 2026 |
| Riverwater Partners LLC | 1882572 | $336.8M | 209 | Q2 2026 |
| BFI Infinity Ltd. | 2043810 | $336.7M | 63 | Q2 2026 |
| BANK OZK | 1569650 | $336.7M | 159 | Q2 2026 |
| AlphaGrep UK Ltd | 2148988 | $336.5M | 698 | Q2 2026 |
| Amtrust Financial Services, Inc. | 1365555 | $336.4M | 15 | Q2 2026 |
| Roth Financial Partners LLC | 1840888 | $336.3M | 33 | Q2 2026 |
| Strategic Financial Concepts, LLC | 1870686 | $336.2M | 239 | Q2 2026 |
| Forum Private Client Group LLC | 1910636 | $336.0M | 86 | Q2 2026 |
| Silver Coast Investments LLC | 2012033 | $335.9M | 121 | Q2 2026 |
| Oldfather Financial Services, LLC | 1775530 | $335.8M | 98 | last filed Q4 2025 |
| Greenfield Seitz Capital Management, LLC | 2097528 | $335.8M | 107 | Q2 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 1962166 | $335.6M | 85 | Q2 2026 |
| ADIRONDACK TRUST CO | 1054257 | $335.6M | 558 | Q2 2026 |
| OneAscent Wealth Management LLC | 1844707 | $335.5M | 169 | Q2 2026 |
| WEBER ALAN W | 1139986 | $335.5M | 82 | last filed Q4 2020 |
| Jessup Wealth Management, Inc | 1963536 | $335.3M | 81 | Q2 2026 |
| Persistent Asset Partners Ltd | 2056052 | $335.1M | 760 | Q2 2026 |
| Pennant Investors, LP | 1759176 | $334.9M | 16 | Q2 2026 |
| TPG Financial Advisors, LLC | 1706669 | $334.8M | 81 | Q2 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | 1832158 | $334.8M | 93 | Q2 2026 |
| Spinecap SAS | 2011727 | $334.7M | 16 | Q2 2026 |
| BHK Investment Advisors, LLC | 1710539 | $334.7M | 79 | Q2 2026 |
| Trustees of Dartmouth College | 1599404 | $334.6M | 11 | Q2 2026 |
| Arkfeld Wealth Strategies, L.L.C. | 1789382 | $334.5M | 119 | Q2 2026 |
| Wealth High Governance Capital Ltda | 2028828 | $334.4M | 35 | Q2 2026 |
| Core Alternative Capital | 1776878 | $334.2M | 201 | Q2 2026 |
| Saiph Capital, LLC | 2052658 | $334.1M | 131 | Q2 2026 |
| Slagle Financial, LLC | 1984918 | $333.8M | 127 | Q2 2026 |
| Henry James International Management Inc. | 1750423 | $333.8M | 91 | Q2 2026 |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | $333.8M | 1,305 | Q2 2026 |
| Alta Fundamental Advisers LLC | 1641604 | $333.5M | 26 | Q2 2026 |
| Gimbel Daniel Scott | 1867040 | $333.3M | 2 | Q2 2026 |
| ORION RESOURCE PARTNERS (USA) LP | 1714217 | $333.3M | 4 | last filed Q1 2024 |
| Costello Asset Management, INC | 1760145 | $333.2M | 710 | Q2 2026 |
| S&T Bank/PA | 1010911 | $333.2M | 445 | Q2 2026 |
| Goepper Burkhardt LLC | 1844142 | $333.1M | 99 | Q2 2026 |
| Susquehanna Foundation | 1728195 | $332.8M | 4 | last filed Q3 2024 |
| VISTA INVESTMENT MANAGEMENT | 1740140 | $332.7M | 175 | Q2 2026 |
| Ducere Wealth Management LLC | 2083656 | $332.6M | 135 | Q2 2026 |
| Joseph P. Lucia & Associates, LLC | 1775391 | $332.6M | 188 | Q2 2026 |
| Steadview Capital Management LLC | 1844008 | $332.5M | 14 | Q2 2026 |
| Tandem Financial, LLC | 2049157 | $332.4M | 100 | Q2 2026 |
| Canopy Partners, LLC | 1960860 | $332.4M | 256 | Q2 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | 2056521 | $332.3M | 91 | Q2 2026 |
| Gallatin Point Capital LLC | 1708030 | $332.3M | 3 | Q2 2026 |
| AMERICAN ASSETS INC | 885118 | $332.3M | 12 | Q2 2026 |
| Relaxing Retirement Coach | 1728449 | $332.3M | 76 | last filed Q2 2023 |
| AGILIS PARTNERS LLC | 1633903 | $332.2M | 25 | last filed Q4 2024 |
| Hidden Lake Asset Management LP | 1750312 | $332.2M | 24 | Q2 2026 |
| IAMS WEALTH MANAGEMENT, LLC | 1998182 | $332.2M | 190 | Q2 2026 |
| Court Place Advisors, LLC | 1566113 | $332.1M | 147 | last filed Q3 2025 |
| PURE PORTFOLIOS HOLDINGS LLC | 2041678 | $332.1M | 104 | last filed Q4 2025 |
| Prodigy Asset Management LLC | 1956244 | $332.1M | 29 | Q2 2026 |
| BCS Private Wealth Management, Inc. | 2044001 | $332.1M | 187 | Q2 2026 |
| Advantage Alpha Capital Partners LP | 1762344 | $331.9M | 130 | last filed Q3 2025 |
| Precision Wealth Strategies, LLC | 1844197 | $331.8M | 170 | Q2 2026 |
| Legacy Capital Group California, Inc. | 1977092 | $331.8M | 297 | Q2 2026 |
| Mayfair Advisory Group, LLC | 1801926 | $331.7M | 185 | Q2 2026 |
| Left Brain Wealth Management, LLC | 1957370 | $331.7M | 99 | Q2 2026 |
| Argentarii, LLC | 2030055 | $331.6M | 213 | Q2 2026 |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | 1934957 | $331.6M | 11 | Q2 2026 |
| Pacifica Partners Inc. | 1799900 | $331.6M | 424 | Q2 2026 |
| L.K. Benson & Company, P.C. | 2055235 | $331.5M | 115 | Q2 2026 |
| Long Corridor Asset Management Ltd | 1845501 | $331.5M | 35 | Q2 2026 |
| BAR HARBOR TRUST SERVICES | 1114039 | $331.3M | 136 | last filed Q1 2022 |
| Foundation Wealth Management, LLC\PA | 2011000 | $331.3M | 105 | Q2 2026 |
| Goodlander Investment Management, LLC | 2018973 | $331.3M | 15 | Q2 2026 |
| FLAGSTAR SECURITIES, INC | 1117233 | $331.2M | 177 | Q2 2026 |
| Ghost Tree Capital, LLC | 1595851 | $331.0M | 52 | last filed Q3 2024 |
| Windsor Creek Advisors, LLC | 1766553 | $330.7M | 96 | last filed Q4 2021 |
| Intersect Capital LLC | 1633861 | $330.7M | 345 | last filed Q2 2022 |
| Crow's Nest Holdings LP | 1898772 | $330.7M | 11 | Q2 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | 1819581 | $330.6M | 90 | Q2 2026 |
| Camarda Financial Advisors, LLC | 1536444 | $330.6M | 122 | Q2 2026 |
| Rhino Investment Partners, Inc | 1828776 | $330.5M | 32 | Q2 2026 |
| Laura & John Arnold Foundation | 2111628 | $330.5M | 5 | Q2 2026 |
| Lighthouse Financial Advisors, Inc. | 1623210 | $330.2M | 108 | last filed Q1 2021 |
| Bell & Brown Wealth Advisors, LLC | 1725362 | $330.1M | 73 | Q2 2026 |
| Norman Fields, Gottscho Capital Management, LLC | 1352449 | $330.1M | 64 | Q2 2026 |
| First Reserve GP XI, Inc. | 1477477 | $330.1M | 1 | last filed Q4 2020 |
| C Partners Holding GmbH | 1634083 | $329.9M | 15 | Q2 2026 |
| Lumbard & Kellner, LLC | 1602476 | $329.9M | 108 | Q2 2026 |
| Live Your Vision, LLC | 1484721 | $329.6M | 264 | last filed Q1 2019 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | 1272544 | $329.5M | 108 | Q2 2026 |
| Iyo Bank, Ltd. | 1890435 | $329.5M | 32 | Q2 2026 |
| Windward Management LP | 1880817 | $329.5M | 9 | Q2 2026 |
| Towne Trust Company, N.A | 1102256 | $329.5M | 323 | Q2 2026 |
| Clear Perspective Advisors, LLC | 1704677 | $329.4M | 181 | last filed Q4 2021 |
| Tikvah Management LLC | 1606477 | $329.2M | 19 | Q2 2026 |
| Providence Equity Partners L.L.C. | 1492133 | $329.2M | 3 | Q2 2026 |
| United Bank | 1697791 | $328.9M | 122 | Q2 2026 |
| CLEARBRIDGE, LLC | 820330 | $328.7M | 88 | last filed Q4 2018 |
| Buttonwood Financial Advisors Inc. | 1904033 | $328.7M | 110 | Q2 2026 |
| Omega Financial Group, LLC | 1767982 | $328.6M | 91 | Q2 2026 |
| EDENTREE ASSET MANAGEMENT Ltd | 1980273 | $328.5M | 66 | Q2 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | 1849614 | $328.5M | 109 | Q2 2026 |
| Davis Investment Partners, LLC | 1963865 | $328.5M | 172 | Q2 2026 |
| Kercheville Advisors, LLC | 1890748 | $328.4M | 108 | Q2 2026 |
| STANCE CAPITAL LLC | 2056334 | $328.2M | 340 | Q2 2026 |
| PECAUT & CO. | 1597200 | $328.2M | 65 | Q2 2026 |
| NVP ASSOCIATES, LLC | 1545692 | $328.2M | 7 | Q2 2026 |
| Kaydan Wealth Management, Inc. | 1964532 | $328.1M | 115 | Q2 2026 |
| Vantage Point Financial LLC | 2048892 | $328.0M | 188 | Q2 2026 |
| Tabor Asset Management, LP | 1834780 | $327.5M | 47 | Q2 2026 |
| Lenox Wealth Management, Inc. | 1464332 | $327.3M | 735 | last filed Q2 2020 |
| GLENVIEW STATE BANK TRUST DEPT. | 1598244 | $327.3M | 124 | last filed Q2 2021 |
| Lucha Capital Management, LP | 1688171 | $327.1M | 27 | last filed Q3 2019 |
| Engaged Capital LLC | 1559771 | $327.1M | 10 | Q2 2026 |
| Richard W. Paul & Associates, LLC | 1964203 | $327.0M | 320 | Q2 2026 |
| Wealth Advisors of Tampa Bay, LLC | 1715228 | $326.9M | 94 | Q2 2026 |
| Dalal Street, LLC | 1549575 | $326.7M | 4 | Q2 2026 |
| TRED AVON FAMILY WEALTH, LLC | 2094435 | $326.7M | 262 | Q2 2026 |
| ROGCO, LP | 1998892 | $326.7M | 224 | Q2 2026 |
| JCIC Asset Management Inc. | 1492040 | $326.5M | 113 | Q2 2026 |
| Johanson Financial Advisors, Inc. | 1665589 | $326.5M | 129 | last filed Q4 2021 |
| Capital Investment Management, Inc. | 2124549 | $326.4M | 132 | Q2 2026 |
| Vigilare Wealth Management | 1730889 | $326.2M | 123 | Q2 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | 1387386 | $326.1M | 204 | Q2 2026 |
| Register Financial Advisors LLC | 1962636 | $326.1M | 426 | Q2 2026 |
| Hassell Wealth Management, LLC | 1965270 | $326.0M | 29 | Q2 2026 |
| Aventura Private Wealth, LLC | 2074418 | $326.0M | 986 | Q2 2026 |
| LCNB CORP | 1074902 | $326.0M | 184 | Q2 2026 |
| Forza Wealth Management, LLC | 1963030 | $325.9M | 194 | Q2 2026 |