| Carmel Capital Partners, LLC | 1900481 | $303.3M | 148 | Q2 2026 |
| Four Tree Island Advisory LLC | 2048142 | $303.2M | 24 | Q2 2026 |
| Trimaran Fund Management, L.L.C. | 1322749 | $303.1M | 1 | last filed Q4 2020 |
| Brick & Kyle, Associates | 1632253 | $302.9M | 96 | Q2 2026 |
| David Kennon Inc | 1954126 | $302.6M | 45 | Q2 2026 |
| First Dallas Securities Inc. | 1378559 | $302.6M | 125 | Q2 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | 1985016 | $302.2M | 44 | Q2 2026 |
| 44 WEALTH MANAGEMENT LLC | 1831187 | $302.1M | 184 | Q2 2026 |
| Rede Wealth, LLC | 1842054 | $302.0M | 117 | Q2 2026 |
| Armstrong, Fleming & Moore, Inc | 1990099 | $301.9M | 115 | Q2 2026 |
| OMC Financial Services LTD | 2026391 | $301.8M | 61 | Q2 2026 |
| Manatuck Hill Partners, LLC | 1467902 | $301.7M | 129 | Q2 2026 |
| Greenspring Associates, Inc. | 1545140 | $301.7M | 7 | last filed Q4 2018 |
| E Fund Management (Hong Kong) Co., Ltd. | 1777469 | $301.5M | 551 | Q2 2026 |
| DeGreen Capital Management LLC | 1536333 | $301.4M | 21 | last filed Q3 2021 |
| BCU Wealth Advisors, LLC | 2003570 | $301.1M | 63 | Q2 2026 |
| Mango Five Family, Inc. | 2007959 | $300.8M | 65 | last filed Q1 2024 |
| ACT Advisors, LLC. | 1842554 | $300.8M | 84 | Q2 2026 |
| Traveka Wealth, LLC | 2009176 | $300.7M | 199 | Q2 2026 |
| Three Peaks Capital Management, LLC | 1598013 | $300.6M | 87 | last filed Q3 2021 |
| Syntrinsic LLC | 2012611 | $300.6M | 75 | last filed Q3 2024 |
| Valence8 US LP | 1943819 | $300.5M | 15 | Q2 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2079571 | $300.5M | 199 | Q2 2026 |
| JOYN Advisors, Inc. | 1493936 | $300.5M | 108 | last filed Q1 2020 |
| RASP WEALTH SOLUTIONS, LLC | 2059754 | $300.4M | 97 | Q2 2026 |
| Prosperity Wealth Management, Inc. | 1991463 | $300.4M | 251 | last filed Q4 2025 |
| Chiron Investment Management, LLC | 1688882 | $300.3M | 86 | last filed Q4 2024 |
| Caerus Investment Advisors, LLC | 1862682 | $300.3M | 330 | Q2 2026 |
| Bull Oak Capital, LLC | 1824263 | $300.2M | 40 | Q2 2026 |
| Galibier Capital Management Ltd. | 1765768 | $300.1M | 38 | last filed Q3 2025 |
| Rainwater Charitable Foundation | 1729139 | $300.1M | 4 | Q2 2026 |
| BREACH INLET CAPITAL MANAGEMENT, LLC | 2009914 | $300.0M | 10 | Q2 2026 |
| Sculati Wealth Management, LLC | 1803397 | $299.8M | 123 | Q2 2026 |
| Nutshell Asset Management Ltd | 2021442 | $299.8M | 45 | Q2 2026 |
| Financial Symmetry Inc | 2004843 | $299.7M | 68 | Q2 2026 |
| Decheng Capital Management III (Cayman), LLC | 1747821 | $299.6M | 26 | last filed Q3 2023 |
| Martin Investment Management, LLC | 1511888 | $299.6M | 47 | Q2 2026 |
| FormulaFolio Investments, LLC | 1626982 | $299.4M | 498 | last filed Q2 2021 |
| Eagle Bluffs Wealth Management LLC | 1906547 | $299.2M | 86 | Q2 2026 |
| Avanda Investment Management Pte. Ltd. | 1650258 | $299.2M | 39 | Q2 2026 |
| ACORN CREEK CAPITAL LLC | 1994827 | $299.2M | 87 | Q2 2026 |
| Kondo Wealth Advisors, Inc. | 2070929 | $299.2M | 75 | Q2 2026 |
| Woodward Financial Advisors, Inc. | 2136600 | $299.1M | 66 | Q2 2026 |
| Maltin Wealth Management, Inc. | 1764260 | $299.0M | 146 | Q2 2026 |
| Schear Investment Advisers, LLC | 1962838 | $299.0M | 83 | Q2 2026 |
| PWMCO, LLC | 1263568 | $298.9M | 57 | last filed Q1 2020 |
| MONROE BANK & TRUST/MI | 1075699 | $298.6M | 106 | last filed Q2 2019 |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT | 1478417 | $298.6M | 117 | last filed Q3 2020 |
| Glass Wealth Management Co LLC | 2017692 | $298.5M | 69 | Q2 2026 |
| HighMark Wealth Management LLC | 1802451 | $298.5M | 565 | Q2 2026 |
| Highlander Partners, L.P. | 1903866 | $298.3M | 44 | Q2 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | 354923 | $298.2M | 27 | Q2 2026 |
| Sawyer & Company, Inc | 1722436 | $297.9M | 202 | Q2 2026 |
| Strategic Equity Management | 1843578 | $297.8M | 65 | Q2 2026 |
| Wolf Group Capital Advisors | 1579111 | $297.7M | 166 | last filed Q1 2025 |
| OLYMPUS WEALTH MANAGEMENT, LLC | 1995674 | $297.7M | 21 | last filed Q2 2025 |
| Sinvest Investments II Ltd. | 2096569 | $297.5M | 1 | Q2 2026 |
| TRH Financial, LLC | 1730210 | $297.4M | 71 | last filed Q2 2022 |
| Bluescape Energy Partners LLC | 1629283 | $297.4M | 4 | Q2 2026 |
| Wambolt & Associates, LLC | 1755723 | $297.3M | 171 | last filed Q2 2025 |
| Barbara Oil Co. | 1599670 | $297.2M | 73 | Q2 2026 |
| MBA Advisors LLC | 1848704 | $297.1M | 164 | Q2 2026 |
| Vertrix Wealth Management, LLC | 2118328 | $297.0M | 103 | Q2 2026 |
| Foundry Financial LLC | 2085325 | $296.9M | 85 | Q2 2026 |
| INTERNATIONAL BIOTECHNOLOGY TRUST PLC | 942257 | $296.8M | 65 | last filed Q3 2023 |
| TCFG Investment Advisors, LLC | 2121836 | $296.8M | 299 | Q2 2026 |
| Dayah Capital LLC | 1980739 | $296.8M | 23 | Q2 2026 |
| HF Capital, LLC | 2063476 | $296.7M | 5 | Q2 2026 |
| Silphium Asset Management Ltd | 1758440 | $296.6M | 55 | Q2 2026 |
| Horan Capital Advisors, LLC. | 1584086 | $296.6M | 118 | last filed Q1 2025 |
| Kavar Capital Partners, LLC | 1758087 | $296.6M | 144 | last filed Q3 2020 |
| Phoenix Wealth Advisors | 1842362 | $296.6M | 129 | Q2 2026 |
| Altura Wealth Advisors Inc. | 1931465 | $296.5M | 84 | Q2 2026 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 2053628 | $296.5M | 10 | Q2 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | 2075389 | $296.5M | 134 | Q2 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | 1966482 | $296.3M | 82 | Q2 2026 |
| MorganRosel Wealth Management, LLC | 1753218 | $296.3M | 104 | Q2 2026 |
| Vernal Point Advisors, LLC | 1820363 | $296.2M | 20 | Q2 2026 |
| Wind River Trust Co | 1657703 | $296.1M | 12 | Q2 2026 |
| Wrenne Financial Planning LLC | 2023054 | $296.1M | 60 | Q2 2026 |
| Copper Rock Capital Partners, LLC | 1352543 | $296.1M | 54 | last filed Q3 2020 |
| Aerodigm Wealth, LLC | 1927705 | $295.9M | 89 | Q2 2026 |
| Ahara Advisors LLC | 2116771 | $295.9M | 56 | Q2 2026 |
| Cornerstone National Bank & Trust Co | 2104293 | $295.9M | 216 | Q2 2026 |
| PJT Investments Corp. | 2080606 | $295.8M | 10 | Q2 2026 |
| Arabesque Asset Management Ltd | 1766393 | $295.6M | 130 | last filed Q4 2022 |
| Investment Research Partners LLC | 2069274 | $295.5M | 278 | Q2 2026 |
| Singapore Technologies Telemedia Pte Ltd | 1219573 | $295.4M | 1 | Q2 2026 |
| COLRAIN CAPITAL LLC | 1216093 | $295.3M | 25 | Q2 2026 |
| Western Standard LLC | 1517666 | $295.3M | 27 | Q2 2026 |
| TOWLE & CO | 1224014 | $295.1M | 59 | Q2 2026 |
| SHINE INVESTMENT ADVISORY SERVICES INC | 1002912 | $295.1M | 711 | last filed Q3 2020 |
| Clarus Group, Inc. | 1844568 | $295.0M | 127 | Q2 2026 |
| Union Heritage Capital, LLC | 1862428 | $295.0M | 65 | Q2 2026 |
| Decatur Capital Management, Inc. | 1505961 | $294.8M | 53 | Q2 2026 |
| Nepsis Inc. | 1587643 | $294.8M | 28 | Q2 2026 |
| Bastion Asset Management Inc. | 1977794 | $294.8M | 54 | Q2 2026 |
| Advisory Solutions Group, LLC | 2147643 | $294.7M | 202 | Q2 2026 |
| KENNEDY INVESTMENT GROUP, INC. | 1978005 | $294.7M | 146 | Q2 2026 |
| TrustBank | 2107256 | $294.6M | 175 | Q2 2026 |
| BEACON FINANCIAL PLANNING, INC | 1966066 | $294.6M | 85 | Q2 2026 |
| Torrey Growth & Income Advisors | 2087822 | $294.5M | 108 | Q2 2026 |
| Mainsail Financial Group, LLC | 1961290 | $294.3M | 72 | Q2 2026 |
| Sarbit Advisory Services Inc. | 1460629 | $294.2M | 7 | last filed Q1 2019 |
| Intrepid Financial Planning Group LLC | 1641296 | $294.2M | 135 | Q2 2026 |
| Landing Point Financial Group, LLC | 2025964 | $294.2M | 99 | Q2 2026 |
| Weitzel Financial Services, Inc. | 1846789 | $294.1M | 51 | Q2 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 2058455 | $294.1M | 143 | Q2 2026 |
| Veridan Wealth LLC | 2052405 | $294.0M | 86 | Q2 2026 |
| Summit Creek Advisors LLC | 1333709 | $293.8M | 64 | Q2 2026 |
| Breakwater Investment Management | 2025925 | $293.7M | 600 | Q2 2026 |
| J Arnold Wealth Management Co | 1875202 | $293.7M | 35 | last filed Q4 2023 |
| Decker Retirement Planning Inc. | 1975700 | $293.7M | 441 | Q2 2026 |
| AVISO WEALTH MANAGEMENT | 2011802 | $293.6M | 144 | Q2 2026 |
| Meridian Financial Partners LLC | 1763722 | $293.3M | 119 | Q2 2026 |
| DC Investments Management, LLC | 1565951 | $293.3M | 55 | Q2 2026 |
| Wealth Advisors Northwest LLC | 2053892 | $293.2M | 65 | Q2 2026 |
| FIDELIS iM, LLC | 1894206 | $293.2M | 27 | Q2 2026 |
| Prudent Man Investment Management, Inc. | 2054263 | $293.1M | 169 | Q2 2026 |
| Zullo Investment Group, Inc. | 1909760 | $293.1M | 157 | Q2 2026 |
| LHM, INC. | 2009224 | $293.1M | 24 | Q2 2026 |
| Stonehearth Capital Management, LLC | 1550191 | $293.1M | 94 | Q2 2026 |
| Samjo Management, LLC | 1986590 | $293.0M | 58 | Q2 2026 |
| Bay Rivers Group | 1798924 | $293.0M | 125 | Q2 2026 |
| Pacifica Capital Investments, LLC | 1486713 | $292.9M | 15 | Q2 2026 |
| JDM Financial Group LLC | 1960212 | $292.9M | 332 | Q2 2026 |
| Abbot Financial Management, Inc. | 1714341 | $292.8M | 140 | Q2 2026 |
| Muzinich & Co., Inc. | 1618824 | $292.7M | 38 | Q2 2026 |
| Archer Investment Management, LLC | 2052868 | $292.7M | 110 | Q2 2026 |
| Wellesley Investment Partners, LLC | 1669733 | $292.5M | 103 | last filed Q3 2020 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 1697790 | $292.5M | 78 | Q2 2026 |
| SALZHAUER MICHAEL | 1059543 | $292.4M | 79 | Q2 2026 |
| PINEBRIDGE INVESTMENTS ASIA LTD | 2111095 | $292.4M | 7 | Q2 2026 |
| Heathbridge Capital Management Ltd. | 1503269 | $292.4M | 28 | Q2 2026 |
| Shore Point Advisors, LLC | 1907092 | $292.4M | 77 | Q2 2026 |
| ADVISORTRUST PARTNERS, LLC | 2115523 | $292.3M | 199 | Q2 2026 |
| Freshford Capital Management, LLC | 1459270 | $292.3M | 22 | Q2 2026 |
| Highlander Capital Management, LLC | 1519113 | $292.3M | 951 | last filed Q1 2024 |
| SWAN Capital LLC | 1952722 | $292.2M | 580 | Q2 2026 |
| Solstein Capital, LLC | 1730769 | $292.1M | 434 | Q2 2026 |
| Wade Financial Advisory, Inc | 1802670 | $291.9M | 76 | last filed Q1 2025 |
| TFG Advisers LLC | 1806473 | $291.9M | 208 | last filed Q2 2025 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 1028074 | $291.7M | 32 | Q2 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 1133999 | $291.6M | 146 | Q2 2026 |
| FIDELITY D & D BANCORP INC | 1098151 | $291.4M | 116 | Q2 2026 |
| Spear Advisors LLC | 2119894 | $291.3M | 28 | Q2 2026 |
| Trellis Wealth Advisors LLC | 1989031 | $291.3M | 49 | Q2 2026 |
| Yiheng Capital Management, L.P. | 1447228 | $291.3M | 25 | Q2 2026 |
| Lokken Investment Group LLC | 1842840 | $291.2M | 148 | last filed Q3 2025 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 2011874 | $291.1M | 16 | Q2 2026 |
| HS Management Partners, LLC | 1455253 | $291.1M | 24 | Q2 2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | 1033427 | $291.1M | 41 | Q2 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 2149656 | $291.0M | 147 | Q2 2026 |
| Tranquility Partners, LLC | 1783773 | $291.0M | 232 | Q2 2026 |
| POWER WEALTH MANAGEMENT LLC | 2001039 | $290.9M | 117 | Q2 2026 |
| Shared Vision Wealth Group LLC | 2008178 | $290.9M | 114 | Q2 2026 |
| Gideon Capital Advisors, Inc. | 1593921 | $290.8M | 250 | last filed Q4 2019 |
| Evelyn Partners Investment Management (Europe) Ltd | 2065055 | $290.6M | 187 | last filed Q1 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 846633 | $290.5M | 16 | Q2 2026 |
| LifePlan Investment Advisors, Inc. | 2045484 | $290.5M | 131 | Q2 2026 |
| Visualize Group LP | 1994625 | $290.5M | 11 | Q2 2026 |
| Cowen Prime Advisors LLC | 1875920 | $290.4M | 229 | last filed Q2 2023 |
| Bayberry Capital Partners LP | 1771524 | $290.2M | 27 | Q2 2026 |
| NerdWallet Wealth Partners, LLC | 2079593 | $290.2M | 69 | Q2 2026 |
| Foresite Capital Management IV, LLC | 1704132 | $290.2M | 6 | Q2 2026 |
| Kite Lake Capital Management (UK) LLP | 1687444 | $289.9M | 7 | Q2 2026 |
| SGL Investment Advisors, Inc. | 2043186 | $289.9M | 131 | Q2 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 2036922 | $289.8M | 179 | Q2 2026 |
| RESOLUTE CAPITAL, LLC | 2069920 | $289.8M | 72 | Q2 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | 1767457 | $289.7M | 127 | Q2 2026 |
| KDI CAPITAL PARTNERS LLC | 1052174 | $289.6M | 32 | last filed Q3 2021 |
| BOURNE LENT ASSET MANAGEMENT INC | 1128286 | $289.4M | 65 | Q2 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 1127761 | $289.2M | 177 | Q2 2026 |
| FCG Investment Co | 2011697 | $289.2M | 118 | Q2 2026 |
| Towerpoint Wealth, LLC | 1731445 | $289.1M | 113 | Q2 2026 |
| FIRST FINANCIAL CORP /IN/ | 714562 | $289.0M | 295 | Q2 2026 |
| Lion Street Advisors, LLC | 1801991 | $289.0M | 224 | last filed Q3 2025 |
| DRAVO BAY LLC | 1910389 | $289.0M | 51 | Q2 2026 |
| Codex Capital Asset Management L.L.C. | 2030542 | $288.9M | 33 | Q2 2026 |
| Hao Advisors Management Ltd | 1657676 | $288.7M | 9 | last filed Q1 2023 |
| WETZEL INVESTMENT ADVISORS, INC. | 2009211 | $288.7M | 139 | Q2 2026 |
| STABLEFORD CAPITAL II LLC | 1842089 | $288.7M | 147 | Q2 2026 |
| Daniels&Tansey,LLP | 1478179 | $288.6M | 27 | last filed Q3 2023 |
| CRUX WEALTH ADVISORS | 2054270 | $288.5M | 192 | Q2 2026 |
| AWH Capital, L.P. | 1682475 | $288.2M | 22 | Q2 2026 |
| Obsidian Personal Planning Solutions LLC | 1909128 | $288.0M | 119 | last filed Q3 2025 |
| FWG Holdings, LLC | 1862067 | $288.0M | 127 | Q2 2026 |
| RETIREMENT CAPITAL STRATEGIES | 1672681 | $288.0M | 68 | Q2 2026 |
| 5AM Venture Management, LLC | 1799883 | $287.9M | 16 | Q2 2026 |
| TKG Advisors, LLC | 1843275 | $287.9M | 94 | Q2 2026 |
| Alliance Private Wealth, LLC | 2109849 | $287.8M | 82 | Q2 2026 |
| First International Bank & Trust | 1910370 | $287.7M | 56 | last filed Q3 2025 |
| Stewardship Financial Advisors, LLC | 1740729 | $287.7M | 93 | last filed Q1 2021 |
| DCM International IV, Ltd | 1440811 | $287.7M | 1 | last filed Q1 2021 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 867926 | $287.7M | 195 | Q2 2026 |
| Maestria Partners LLC | 2000390 | $287.6M | 14 | Q2 2026 |
| Fernwood Investment Management, LLC | 1570296 | $287.6M | 165 | last filed Q4 2024 |
| Owen LaRue, LLC | 1965328 | $287.6M | 140 | Q2 2026 |
| Cambridge Financial Group, Inc. | 1334199 | $287.4M | 33 | Q2 2026 |
| Murphy Pohlad Asset Management LLC | 1569148 | $287.1M | 135 | Q2 2026 |
| QTR Family Wealth, LLC | 2067954 | $287.0M | 337 | Q2 2026 |
| OGBORNE CAPITAL MANAGEMENT, LLC | 1619083 | $286.9M | 11 | Q2 2026 |
| Pavaki Capital Management LLC | 2143027 | $286.8M | 158 | Q2 2026 |
| Red Spruce Capital, LLC | 1795356 | $286.8M | 94 | Q2 2026 |
| Metavasi Capital LP | 1864835 | $286.7M | 24 | Q2 2026 |
| WealthStone, Inc. | 1548784 | $286.7M | 276 | last filed Q1 2021 |
| Shira Ridge Wealth Management | 1961210 | $286.6M | 83 | Q2 2026 |
| O'ROURKE & COMPANY, Inc | 1911468 | $286.5M | 177 | Q2 2026 |
| AAFMAA Wealth Management & Trust LLC | 1846160 | $286.5M | 95 | Q2 2026 |
| Trueblood Wealth Management, LLC | 2005380 | $286.5M | 261 | Q2 2026 |
| Sphera Management Technology Funds Ltd | 2030525 | $286.3M | 86 | Q2 2026 |
| GARDA CAPITAL PARTNERS LP | 1666905 | $286.2M | 12 | Q2 2026 |
| Luken Investment Analytics, LLC | 1730546 | $286.1M | 170 | Q2 2026 |
| Penney Financial, LLC | 2049857 | $286.1M | 53 | Q2 2026 |
| ICW Investment Advisors LLC | 1794820 | $285.7M | 144 | Q2 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | 1820680 | $285.5M | 34 | Q2 2026 |
| Adaptive Financial Consulting, LLC | 1804717 | $285.5M | 20 | Q2 2026 |
| Lewis Asset Management, LLC | 2004520 | $285.5M | 219 | Q2 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | 2024333 | $285.4M | 125 | Q2 2026 |
| Strait & Sound Wealth Management LLC | 1966210 | $285.2M | 163 | Q2 2026 |
| HFM Investment Advisors, LLC | 2067972 | $285.2M | 1,293 | Q2 2026 |
| Legal Advantage Investments, Inc. | 1841769 | $285.1M | 77 | Q2 2026 |
| Blue Investment Partners LLC | 1958029 | $285.1M | 52 | last filed Q2 2025 |
| Midwest Financial Group LLC | 1967193 | $285.1M | 136 | Q2 2026 |
| Choice Wealth Advisors LLC | 1842357 | $285.0M | 35 | Q2 2026 |
| TD Ameritrade Trust Co | 1568219 | $284.7M | 21 | last filed Q1 2019 |
| MBE Wealth Management, LLC | 1775850 | $284.5M | 170 | Q2 2026 |
| Radnor Financial Advisors, LLC | 1660405 | $284.3M | 27 | last filed Q3 2022 |
| FORMULA GROWTH LTD | 1093219 | $284.3M | 145 | Q2 2026 |
| Advantage Trust Co | 2009346 | $284.3M | 197 | Q2 2026 |
| Vivid Wealth Management, LLC | 2007281 | $284.2M | 73 | Q2 2026 |
| Horan Securities, Inc. | 1671623 | $284.2M | 152 | last filed Q2 2025 |
| TRIAD FINANCIAL ADVISORS, INC. | 1925074 | $283.9M | 98 | last filed Q3 2023 |
| FULLCIRCLE WEALTH LLC | 2030910 | $283.9M | 262 | last filed Q3 2025 |
| Bandera Partners LLC | 1399386 | $283.9M | 19 | Q2 2026 |
| CUMBERLAND ADVISORS INC | 1255435 | $283.8M | 49 | Q2 2026 |
| 1776 Wealth LLC | 1803140 | $283.7M | 152 | Q2 2026 |
| William Mack & Associates, Inc. | 2096700 | $283.7M | 108 | Q2 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 1923052 | $283.6M | 96 | Q2 2026 |
| FreeGulliver LLC | 2032561 | $283.6M | 123 | Q2 2026 |
| AMERICAN FINANCIAL GROUP INC | 1042046 | $283.6M | 73 | Q2 2026 |
| Sellwood Investment Partners LLC | 1763958 | $283.6M | 59 | Q2 2026 |
| PATRIOT FINANCIAL PARTNERS GP, LP | 1470261 | $283.5M | 9 | last filed Q2 2025 |
| Game Creek Capital, LP | 1731132 | $283.3M | 68 | Q2 2026 |
| Day & Ennis, LLC | 1535677 | $283.3M | 124 | last filed Q4 2023 |
| BEACONLIGHT CAPITAL, LLC | 1569537 | $283.3M | 33 | Q2 2026 |
| Lodestone Wealth Management LLC | 1950158 | $283.3M | 781 | Q2 2026 |
| Flagship Private Wealth, LLC | 1842560 | $282.9M | 115 | Q2 2026 |
| MENDON CAPITAL ADVISORS CORP | 1177043 | $282.9M | 46 | Q2 2026 |
| Seneca House Advisors | 1731359 | $282.9M | 103 | Q2 2026 |