| THOMAS STORY & SON LLC | 1505207 | $282.8M | 53 | Q2 2026 |
| O'Connor Financial Group LLC | 1973783 | $282.7M | 69 | Q2 2026 |
| SHARIAPORTFOLIO, INC. | 1998574 | $282.6M | 43 | Q2 2026 |
| HILLMAN CO | 1036288 | $282.6M | 14 | Q2 2026 |
| BKM Wealth Management, LLC | 2007263 | $282.4M | 148 | Q2 2026 |
| G.F.W. Energy XI, L.P. | 1691944 | $282.3M | 1 | last filed Q2 2024 |
| Selby Wealth Management, LLC | 2110725 | $282.1M | 83 | Q2 2026 |
| Keeler Thomas Management LLC | 1730660 | $282.1M | 135 | Q2 2026 |
| Carmichael Hill & Associates, Inc. | 1730295 | $282.0M | 673 | last filed Q3 2024 |
| Juno Financial Group LLC | 2106874 | $282.0M | 73 | Q2 2026 |
| Chicago Wealth Management, Inc. | 1592178 | $281.9M | 63 | Q2 2026 |
| N10 WEALTH, LLC | 2146357 | $281.9M | 43 | Q2 2026 |
| INTREPID CAPITAL MANAGEMENT INC | 1092838 | $281.9M | 109 | Q2 2026 |
| McNaughton Wealth Management, LLC | 1802691 | $281.6M | 75 | Q2 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | 1173227 | $281.3M | 422 | Q2 2026 |
| Summit Financial Group, Inc. | 811808 | $281.3M | 190 | last filed Q1 2024 |
| Reynolds Investment Management, Inc. | 1930621 | $281.2M | 100 | last filed Q2 2022 |
| Montz Harcus Wealth Management LLC | 1918613 | $281.0M | 100 | Q2 2026 |
| Abich Financial Wealth Management LLC | 2011645 | $280.9M | 655 | last filed Q3 2025 |
| My Legacy Advisors, LLC | 1767802 | $280.8M | 206 | last filed Q2 2025 |
| Mount Lucas Management LP | 1185072 | $280.7M | 166 | Q2 2026 |
| Houlihan Financial Resource Group, Ltd. | 1802879 | $280.6M | 113 | Q2 2026 |
| Reliant Investment Management, LLC | 1517429 | $280.5M | 55 | Q2 2026 |
| WIN ADVISORS, INC | 1897144 | $280.5M | 75 | Q2 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | 1890698 | $280.5M | 177 | Q2 2026 |
| BBJS FINANCIAL ADVISORS, LLC | 1966040 | $280.4M | 142 | last filed Q3 2024 |
| Fluent Financial, LLC | 1722283 | $280.2M | 57 | Q2 2026 |
| TradeWell Securities, LLC. | 2066232 | $280.1M | 52 | Q2 2026 |
| Employees' Retirement Fund of the City of Fort Worth | 1986812 | $280.1M | 21 | Q2 2026 |
| Sagil Capital LLP | 1747744 | $280.0M | 23 | Q2 2026 |
| Insight Folios Inc | 1792942 | $280.0M | 119 | last filed Q3 2024 |
| Clarity Capital Partners LLC | 2012239 | $280.0M | 108 | last filed Q2 2025 |
| Silver Lake Advisory, LLC | 1596055 | $279.9M | 109 | Q2 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | 1906790 | $279.8M | 52 | Q2 2026 |
| Orange County Employees Retirement System | 2107791 | $279.6M | 2 | Q2 2026 |
| Mechanics Financial Corp | 1821336 | $279.5M | 296 | Q2 2026 |
| American National Registered Investment Advisor, Inc. | 1518195 | $279.4M | 243 | last filed Q1 2022 |
| Hillcrest Wealth Advisors - NY, LLC | 1767121 | $279.4M | 56 | Q2 2026 |
| Brophy Wealth Management, LLC | 2032097 | $279.4M | 212 | last filed Q3 2024 |
| Retirement Group, LLC | 1740491 | $279.3M | 846 | last filed Q1 2024 |
| INVENIO WEALTH PARTNERS LLC | 1989341 | $279.2M | 89 | Q2 2026 |
| LeJeune Puetz Investment Counsel LLC | 1698146 | $279.2M | 196 | last filed Q1 2023 |
| REDW Wealth LLC | 1688931 | $279.1M | 104 | Q2 2026 |
| Roubaix Capital, LLC | 1769700 | $278.9M | 50 | Q2 2026 |
| Madden Advisory Services, Inc. | 1542284 | $278.9M | 110 | Q2 2026 |
| YANKCOM Partnership | 2036975 | $278.8M | 308 | Q2 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | 826794 | $278.8M | 37 | Q2 2026 |
| Ruggaard & Associates LLC | 1971230 | $278.7M | 128 | Q2 2026 |
| Altman Advisors, Inc. | 1731671 | $278.7M | 93 | Q2 2026 |
| Cresta Advisors, Ltd. | 1947670 | $278.6M | 54 | Q2 2026 |
| YARGER WEALTH STRATEGIES, LLC | 1908607 | $278.4M | 136 | Q2 2026 |
| Quantum Portfolio Management LLC | 2003672 | $278.3M | 522 | Q2 2026 |
| SHAKER INVESTMENTS LLC/OH | 1009005 | $278.2M | 87 | Q2 2026 |
| Graney & King, LLC | 2051568 | $278.2M | 383 | Q2 2026 |
| Quad-Cities Investment Group, LLC | 1741426 | $278.2M | 209 | Q2 2026 |
| Equity Wealth Partners, LLC | 2097037 | $278.2M | 109 | Q2 2026 |
| FEARNLEY ASSET MANAGEMENT AS | 2056821 | $278.1M | 16 | Q2 2026 |
| SFG Wealth Management, LLC. | 1908914 | $278.1M | 113 | Q2 2026 |
| Ananym Capital Management, LP | 2037077 | $278.0M | 8 | Q2 2026 |
| Union Square Park Capital Management, LLC | 1666231 | $278.0M | 55 | Q2 2026 |
| Retirement Planning Co of New England, Inc. | 1817693 | $277.9M | 260 | Q2 2026 |
| Landmark Financial Advisors, LLC | 1641440 | $277.9M | 91 | last filed Q4 2023 |
| Vision One Management Partners, LP | 1979969 | $277.8M | 8 | Q2 2026 |
| HANOVER ADVISORS INC | 914973 | $277.6M | 122 | Q2 2026 |
| Cordant, Inc. | 1830942 | $277.6M | 353 | Q2 2026 |
| Integrated Capital Management, LLC | 2040070 | $277.6M | 58 | Q2 2026 |
| Onyx Financial Advisors, LLC | 1957840 | $277.5M | 18 | Q2 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 315024 | $277.5M | 6 | Q2 2026 |
| TNF LLC | 1849683 | $277.5M | 125 | last filed Q3 2024 |
| Financial Consulate Inc. | 1865938 | $277.4M | 131 | last filed Q2 2021 |
| Prime Buchholz LLC | 2051999 | $277.4M | 40 | Q2 2026 |
| Buska Wealth Management, LLC | 1910503 | $277.3M | 81 | Q2 2026 |
| Hubbell Strickland Wealth Management, LLC | 1791555 | $277.1M | 87 | Q2 2026 |
| Values Added Financial LLC | 1973921 | $276.9M | 147 | Q2 2026 |
| GABLES CAPITAL MANAGEMENT INC. | 1740839 | $276.9M | 508 | Q2 2026 |
| Altus Wealth Group LLC | 1842572 | $276.8M | 154 | Q2 2026 |
| Exane Asset Management | 1666256 | $276.7M | 28 | Q2 2026 |
| Mid-American Wealth Advisory Group, Inc. | 1911264 | $276.6M | 66 | Q2 2026 |
| Tumwater Wealth Management, LLC | 2034579 | $276.5M | 33 | Q2 2026 |
| Winfield Associates, Inc. | 1569655 | $276.4M | 153 | last filed Q1 2022 |
| Financial Partners Group, LLC | 1965246 | $276.3M | 88 | last filed Q2 2025 |
| WD RUTHERFORD LLC | 1841015 | $276.3M | 75 | Q2 2026 |
| Bigelow Investment Advisors, LLC | 1729516 | $276.2M | 157 | Q2 2026 |
| Dean Capital Management | 1455468 | $276.1M | 112 | Q2 2026 |
| Creekside Partners | 2035951 | $276.1M | 193 | Q2 2026 |
| Kilter Group LLC | 2058915 | $276.1M | 1,580 | Q2 2026 |
| WealthCollab, LLC | 2017870 | $276.1M | 969 | Q2 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | 1575151 | $276.1M | 207 | Q2 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | 1802994 | $275.9M | 78 | Q2 2026 |
| MRA Advisory Group | 1841816 | $275.8M | 157 | Q2 2026 |
| Islander Capital Partners, L.P. | 2081714 | $275.7M | 13 | Q2 2026 |
| Wealth Analytics Partners, LLC | 2110717 | $275.7M | 50 | Q2 2026 |
| Cowen Prime Services LLC | 1543830 | $275.7M | 167 | last filed Q2 2021 |
| Cassilly Financial Group LLC | 2090777 | $275.6M | 75 | Q2 2026 |
| FirstPurpose Wealth LLC | 1913420 | $275.6M | 209 | last filed Q1 2024 |
| Greykasell Wealth Strategies, Inc. | 2041220 | $275.5M | 483 | Q2 2026 |
| Knott David M | 808722 | $275.2M | 150 | last filed Q3 2021 |
| DOPKINS WEALTH MANAGEMENT, LLC | 1904152 | $275.2M | 90 | Q2 2026 |
| Valued Wealth Advisors LLC | 2007175 | $275.2M | 913 | Q2 2026 |
| Unique Wealth Strategies, LLC | 2009809 | $275.1M | 214 | Q2 2026 |
| Motive Capital Fund I GP, LP | 1845783 | $275.0M | 1 | last filed Q4 2020 |
| SPRENG CAPITAL MANAGEMENT, INC. | 1800913 | $274.9M | 77 | Q2 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 319933 | $274.9M | 1,236 | Q2 2026 |
| American Capital Advisory, LLC | 2018007 | $274.8M | 1,163 | Q2 2026 |
| Wills Financial Group LLC | 2059579 | $274.8M | 82 | Q2 2026 |
| Westfuller Advisors, LLC | 2024115 | $274.7M | 765 | Q2 2026 |
| Brahman Capital Corp. | 1014894 | $274.5M | 20 | last filed Q3 2023 |
| SOF Ltd | 1697569 | $274.5M | 1 | Q2 2026 |
| CPV Partners, LLC | 1763844 | $274.4M | 5 | Q2 2026 |
| Kerusso Capital Management LLC | 2029597 | $274.4M | 58 | Q2 2026 |
| Boulder Wealth Advisors, LLC | 1874080 | $274.3M | 35 | Q2 2026 |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1051042 | $274.2M | 123 | last filed Q4 2018 |
| JBR Co Financial Management Inc | 2017878 | $274.1M | 133 | Q2 2026 |
| Lowe Wealth Advisors, LLC | 1574010 | $274.0M | 393 | last filed Q3 2025 |
| Strategic Wealth Management Group, LLC | 1750403 | $274.0M | 122 | last filed Q2 2021 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1379119 | $273.8M | 220 | last filed Q1 2022 |
| Chris Bulman Inc | 2032404 | $273.8M | 165 | Q2 2026 |
| Meramec Financial Planners, LLC | 2100778 | $273.7M | 550 | Q2 2026 |
| Kinloch Capital, LLC | 1818557 | $273.7M | 79 | Q2 2026 |
| Parker Financial LLC | 1965668 | $273.5M | 37 | Q2 2026 |
| FSA Wealth Management LLC | 1804256 | $273.5M | 574 | last filed Q3 2025 |
| Missouri Education Pension Trust | 2093346 | $273.4M | 2 | Q2 2026 |
| Sightline Wealth Advisors, LLC | 1841979 | $273.3M | 93 | Q2 2026 |
| LGL PARTNERS, LLC | 1653202 | $273.3M | 62 | Q2 2026 |
| Platform Wealth Management, LLC | 2110622 | $273.3M | 57 | Q2 2026 |
| Arohi Asset Management PTE Ltd. | 2043756 | $273.2M | 7 | Q2 2026 |
| Spouting Rock Asset Management, LLC | 1771174 | $273.2M | 118 | last filed Q4 2023 |
| Mendel Money Management | 1600585 | $273.1M | 127 | Q2 2026 |
| Rubicon Global Capital Ltd | 2055276 | $272.9M | 12 | Q2 2026 |
| SB Capital Management Inc | 1302815 | $272.8M | 93 | last filed Q4 2025 |
| Peirce Capital Management, LLC | 2008166 | $272.7M | 45 | Q2 2026 |
| TL Private Wealth | 1802868 | $272.7M | 54 | Q2 2026 |
| Cassady Schiller Wealth Management, LLC | 1904425 | $272.7M | 1,144 | last filed Q4 2024 |
| Lunt Capital Management, Inc. | 1608034 | $272.6M | 90 | Q2 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | 2078069 | $272.5M | 104 | Q2 2026 |
| Alden Global Capital LLC | 1616882 | $272.5M | 19 | Q2 2026 |
| RBA Wealth Management, LLC | 1776296 | $272.5M | 80 | Q2 2026 |
| Burford Brothers, Inc. | 2001434 | $272.5M | 182 | Q2 2026 |
| Lakeridge Wealth Management LLC | 2012028 | $272.5M | 188 | Q2 2026 |
| NEW AMSTERDAM PARTNERS LLC/NY | 1010232 | $272.4M | 108 | last filed Q1 2019 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 1836506 | $272.2M | 149 | Q2 2026 |
| FORONJY FINANCIAL LLC | 2040600 | $272.2M | 108 | Q2 2026 |
| Martin Capital Partners, LLC | 1731216 | $272.0M | 72 | Q2 2026 |
| FMB WEALTH MANAGEMENT | 2040224 | $271.8M | 74 | Q2 2026 |
| Leonetti & Associates, LLC | 1434689 | $271.8M | 33 | last filed Q4 2018 |
| Emprise Bank | 2018815 | $271.5M | 109 | Q2 2026 |
| MB, LEVIS & ASSOCIATES, LLC | 2065807 | $271.4M | 254 | Q2 2026 |
| Long Road Investment Counsel, LLC | 1620081 | $271.3M | 80 | Q2 2026 |
| Bernard Wealth Management Corp. | 2056313 | $271.3M | 325 | Q2 2026 |
| Agate Pass Investment Management, LLC | 1900409 | $271.2M | 109 | Q2 2026 |
| Eurizon SLJ Capital Ltd | 2107309 | $271.2M | 172 | Q2 2026 |
| AAF Wealth Management, LLC | 1726609 | $271.1M | 57 | Q2 2026 |
| Orin Green Financial, LLC | 1844227 | $271.1M | 83 | Q2 2026 |
| AGF Investments America Inc. | 1591590 | $270.8M | 28 | last filed Q3 2022 |
| M1 Capital Management LLC | 1976157 | $270.8M | 113 | Q2 2026 |
| Avalon Advisory Group | 1802119 | $270.8M | 14 | Q2 2026 |
| Guerra Advisors Inc | 2055363 | $270.7M | 930 | last filed Q3 2025 |
| Integrity Wealth Solutions LLC | 2006918 | $270.6M | 129 | Q2 2026 |
| KALEIDOSCOPE CAPITAL LP | 1702912 | $270.6M | 16 | Q2 2026 |
| Burk Holdings LLC | 2079815 | $270.5M | 643 | Q2 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | 1766286 | $270.5M | 156 | Q2 2026 |
| Evergreen Private Wealth LLC | 2010098 | $270.4M | 89 | Q2 2026 |
| Cascades Capital Asset Management, LLC | 2035512 | $270.4M | 167 | Q2 2026 |
| FLAX POND CAPITAL, LLC | 2106996 | $270.2M | 59 | Q2 2026 |
| Citrine Capital LLC | 2053242 | $270.2M | 60 | Q2 2026 |
| ENTREWEALTH, LLC | 2052200 | $269.9M | 140 | Q2 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | 1819919 | $269.9M | 136 | Q2 2026 |
| NavPoint Financial, Inc. | 2009813 | $269.9M | 74 | Q2 2026 |
| Cedrus LLC | 1992810 | $269.9M | 182 | last filed Q3 2024 |
| Verisail Partners, LLC | 2016904 | $269.8M | 26 | Q2 2026 |
| Scott Marsh Financial, LLC | 2081102 | $269.7M | 248 | last filed Q2 2025 |
| Kathleen S. Wright Associates Inc. | 1908433 | $269.7M | 236 | last filed Q3 2025 |
| MONUMENTAL FINANCIAL GROUP INC. | 1861798 | $269.5M | 42 | last filed Q3 2024 |
| Titan Wealth (CI) Ltd | 2109452 | $269.3M | 51 | Q2 2026 |
| Allie Family Office LLC | 1908612 | $269.3M | 107 | Q2 2026 |
| Rosalind Advisors, Inc. | 1622627 | $269.2M | 35 | Q2 2026 |
| Game Plan Financial Advisors, LLC | 1802952 | $269.2M | 465 | Q2 2026 |
| Guidant Wealth Advisors | 1689024 | $269.1M | 256 | last filed Q3 2019 |
| Christopher J. Hasenberg, Inc | 1989869 | $269.1M | 228 | last filed Q2 2025 |
| PLUSTICK MANAGEMENT LLC | 1643351 | $269.0M | 25 | Q2 2026 |
| Zeno Equity Partners LLP | 2013334 | $269.0M | 16 | Q2 2026 |
| LANDESBANK BADEN-WUERTTEMBERG | 878519 | $268.8M | 6 | Q2 2026 |
| 5T Wealth, LLC | 2039313 | $268.5M | 134 | Q2 2026 |
| V2 Financial group LLC | 2022843 | $268.5M | 123 | Q2 2026 |
| Oakcliff Capital Partners, LP | 1657335 | $268.5M | 9 | Q2 2026 |
| Cordgrass Capital Advisors, LLC | 1912040 | $268.4M | 224 | Q2 2026 |
| FMA ADVISORY INC | 1298596 | $268.3M | 135 | last filed Q3 2021 |
| Carnegie Lake Advisors LLC | 2043591 | $268.2M | 168 | Q2 2026 |
| MAD RIVER INVESTORS | 1384484 | $268.1M | 29 | Q2 2026 |
| MONEYWISE, INC. | 1703080 | $268.1M | 86 | Q2 2026 |
| Aspect Partners, LLC | 1985284 | $268.0M | 679 | Q2 2026 |
| ANB BANK | 2067126 | $268.0M | 127 | Q2 2026 |
| Everest Private Wealth | 2056683 | $268.0M | 85 | Q2 2026 |
| Empower Annuity Insurance Co | 1444597 | $268.0M | 1 | Q2 2026 |
| Capital Directions Investment Advisors, LLC | 1427684 | $268.0M | 237 | last filed Q4 2022 |
| New England Professional Planning Group Inc. | 1540867 | $267.9M | 50 | Q2 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | 944317 | $267.9M | 161 | Q2 2026 |
| WASHINGTON STATE INVESTMENT BOARD | 943712 | $267.8M | 2 | Q2 2026 |
| Compass Financial Services Inc | 2039088 | $267.5M | 57 | Q2 2026 |
| VIVID FINANCIAL MANAGEMENT, INC. | 1802911 | $267.5M | 129 | last filed Q4 2021 |
| TCFG WEALTH MANAGEMENT, LLC | 1548059 | $267.5M | 274 | last filed Q1 2026 |
| Enterprise Bank & Trust Co | 1770710 | $267.4M | 135 | last filed Q2 2025 |
| HMS Capital Management, LLC | 1689470 | $267.4M | 120 | Q2 2026 |
| Johnson & White Wealth Management, LLC | 1954136 | $267.3M | 117 | Q2 2026 |
| Financial Guidance Group, Inc. | 1929349 | $267.3M | 91 | Q2 2026 |
| Gyon Technologies Capital Management, LP | 1790782 | $267.2M | 483 | last filed Q4 2022 |
| Heritage Way Advisors, LLC | 1698220 | $267.2M | 69 | last filed Q4 2021 |
| Financial Planning Navigators CORP | 2102043 | $267.2M | 70 | Q2 2026 |
| Ridgewood Investments LLC | 1703556 | $267.2M | 208 | Q2 2026 |
| Element Wealth, LLC | 1802743 | $267.1M | 212 | Q2 2026 |
| FF Advisors,LLC | 2011904 | $267.0M | 123 | Q2 2026 |
| Huber Financial Advisors, LLC | 1729051 | $267.0M | 111 | last filed Q1 2020 |
| Redwood Investments, LLC | 1384058 | $266.9M | 95 | last filed Q1 2025 |
| Dupree Financial Group, LLC | 1989251 | $266.9M | 81 | Q2 2026 |
| Beta Wealth Group, Inc. | 1594417 | $266.6M | 114 | Q2 2026 |
| Family Office Research LLC | 2041267 | $266.6M | 85 | Q2 2026 |
| HOWARD BAILEY SECURITIES, LLC | 2043986 | $266.6M | 121 | Q2 2026 |
| SSA SWISS ADVISORS AG | 2066265 | $266.5M | 107 | Q2 2026 |
| LWS Wealth Advisors, Inc. | 1801634 | $266.3M | 65 | last filed Q4 2023 |
| MISHPACHA HOLDINGS CORP | 2111655 | $266.3M | 4 | Q2 2026 |
| Forager Capital Management, LLC | 1802986 | $265.9M | 10 | Q2 2026 |
| RETIREMENT GUYS FORMULA LLC | 1933059 | $265.7M | 158 | Q2 2026 |
| Vawter Financial, Ltd. | 1974403 | $265.5M | 131 | Q2 2026 |
| IMPACTfolio, LLC | 1896447 | $265.5M | 37 | Q2 2026 |
| Ballentine Capital Advisors, Inc | 2011580 | $265.4M | 26 | Q2 2026 |
| WMG Financial Advisors, LLC | 1906711 | $265.4M | 105 | Q2 2026 |
| CALDWELL SUTTER CAPITAL, INC. | 702007 | $265.2M | 930 | Q2 2026 |
| August Capital Management VII, L.L.C. | 1630529 | $265.2M | 1 | last filed Q4 2022 |
| Strategic Financial Partners, Ltd. | 2027921 | $265.1M | 88 | Q2 2026 |
| Hippocratic Financial Advisors, LLC | 2055803 | $265.1M | 39 | Q2 2026 |
| Pachira Investments Inc. | 1563634 | $265.0M | 78 | Q2 2026 |
| Mount Capital Ltd | 1896379 | $265.0M | 17 | Q2 2026 |
| MYECFO, LLC | 1986457 | $265.0M | 73 | Q2 2026 |
| GHE, LLC | 1910179 | $264.9M | 57 | Q2 2026 |
| RAELIPSKIE PARTNERSHIP | 2023896 | $264.8M | 124 | Q2 2026 |
| WASHINGTON UNIVERSITY | 903603 | $264.8M | 3 | Q2 2026 |
| Keystone Global Partners, LLC | 1764057 | $264.5M | 57 | Q2 2026 |
| St. Johns Investment Management Company, LLC | 1605522 | $264.4M | 201 | Q2 2026 |
| KEYVANTAGE WEALTH, LLC | 2050555 | $264.4M | 95 | Q2 2026 |
| Verity Asset Management, Inc. | 1597298 | $264.4M | 223 | Q2 2026 |
| Boyd Wealth Management, LLC | 1846114 | $264.2M | 47 | Q2 2026 |
| Corecam Pte. Ltd. | 2106977 | $264.1M | 82 | Q2 2026 |
| Brown Financial Advisors | 2035548 | $264.0M | 209 | last filed Q1 2026 |
| Wasserstein Management, L.P. | 1751492 | $264.0M | 5 | Q2 2026 |
| Aragon Global Management, LP | 1991518 | $263.9M | 23 | Q2 2026 |
| Alpha Zero LLC | 2079032 | $263.8M | 107 | Q2 2026 |
| BlueChip Wealth Advisors LLC | 2015578 | $263.8M | 172 | Q2 2026 |
| Physician Wealth Solutions Inc. | 2007116 | $263.8M | 45 | Q2 2026 |
| Navis Wealth Advisors, LLC | 1849055 | $263.7M | 175 | Q2 2026 |
| GGM Financial LLC | 2021722 | $263.7M | 265 | Q2 2026 |