| Unison Asset Management LLC | 1840755 | $246.2M | 32 | Q2 2026 |
| Applied Capital LLC/FL | 1965393 | $246.2M | 93 | Q2 2026 |
| Midwest Capital Advisors, LLC | 2026480 | $246.2M | 210 | Q2 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1730521 | $246.1M | 140 | Q2 2026 |
| NorthStar Asset Management LLC /NJ/ | 2011587 | $246.0M | 106 | Q2 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | 2089528 | $246.0M | 139 | Q2 2026 |
| Taylor Securities Services, Inc. | 2115182 | $245.9M | 63 | Q2 2026 |
| POSTROCK PARTNERS LLC | 2053668 | $245.9M | 78 | Q2 2026 |
| Socha Financial Group, LLC | 1967966 | $245.9M | 14 | Q2 2026 |
| KIECKHEFER GROUP LLC | 2051613 | $245.7M | 65 | Q2 2026 |
| LCC Family Corp. | 2080628 | $245.7M | 1 | Q2 2026 |
| Fire Capital Management LLC | 2059571 | $245.7M | 122 | Q2 2026 |
| P2 Capital Partners, LLC | 1406313 | $245.6M | 12 | Q2 2026 |
| Taylor Hoffman Wealth Management | 1727762 | $245.5M | 111 | last filed Q2 2024 |
| STAR Financial Bank | 1965329 | $245.4M | 109 | Q2 2026 |
| Avondale Wealth Management | 1738720 | $245.3M | 66 | Q2 2026 |
| WESTBOURNE INVESTMENTS, INC. | 932929 | $245.2M | 149 | Q2 2026 |
| I.G.Y. Ltd | 1811472 | $245.2M | 3 | Q2 2026 |
| TRUSTEES OF GENERAL ELECTRIC PENSION TRUST | 902967 | $245.2M | 2 | last filed Q3 2023 |
| GP Brinson Investments LLC | 1860928 | $244.9M | 14 | Q2 2026 |
| Maxwell Wealth Strategies Inc. | 1993410 | $244.9M | 110 | last filed Q4 2024 |
| Enterprise Financial Services Corp | 1025835 | $244.9M | 184 | Q2 2026 |
| WESTPORT ASSET MANAGEMENT INC | 811454 | $244.9M | 80 | Q2 2026 |
| Sentinel Advisory Group, LLC | 2118181 | $244.9M | 60 | Q2 2026 |
| Pandowealth. LLC | 2143045 | $244.8M | 19 | Q2 2026 |
| AMERIFLEX GROUP, INC. | 2057637 | $244.7M | 1,574 | Q2 2026 |
| FORTE ASSET MANAGEMENT LLC | 1927129 | $244.6M | 77 | Q2 2026 |
| C M BIDWELL & ASSOCIATES LTD | 1091860 | $244.6M | 494 | Q2 2026 |
| Spectrum Investment Advisors, Inc. | 1856042 | $244.6M | 76 | Q2 2026 |
| Flow State Investments, L.P. | 1850755 | $244.5M | 44 | last filed Q3 2024 |
| P SCHOENFELD ASSET MANAGEMENT LP | 1040198 | $244.5M | 27 | Q2 2026 |
| Ravenstone Capital Management Inc. | 2086041 | $244.4M | 54 | Q2 2026 |
| HRC WEALTH MANAGEMENT, LLC | 2009521 | $244.4M | 65 | Q2 2026 |
| Aspect Management, LLC | 2111529 | $244.4M | 1 | Q2 2026 |
| Innova Wealth Partners | 1888831 | $244.4M | 169 | Q2 2026 |
| POTENTIA WEALTH | 2052308 | $244.2M | 60 | Q2 2026 |
| DOVER ADVISORS, LLC | 1964541 | $244.2M | 153 | Q2 2026 |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 1546790 | $244.2M | 6 | Q2 2026 |
| 8VC AI Fund I MM, LLC | 2022694 | $244.2M | 1 | Q2 2026 |
| Trademark Financial Management, LLC | 2011736 | $244.2M | 107 | Q2 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | 1710666 | $244.1M | 16 | Q2 2026 |
| Georgetown University | 1730469 | $244.0M | 11 | Q2 2026 |
| Second Half Financial Partners, LLC | 1946654 | $243.9M | 109 | Q2 2026 |
| Vines Capital Management, LLC | 2110678 | $243.8M | 90 | Q2 2026 |
| Sterling Group Wealth Management, LLC | 1852307 | $243.7M | 62 | Q2 2026 |
| Grey Rock Energy Management, LLC | 2053459 | $243.7M | 1 | Q2 2026 |
| Powers Capital, LLC | 2056287 | $243.7M | 2 | Q2 2026 |
| MRWM Advisors, LLC | 1732949 | $243.3M | 80 | Q2 2026 |
| Tejara Capital Ltd | 1879713 | $243.3M | 66 | Q2 2026 |
| HNA Capital Group Co., Ltd. | 1707885 | $243.3M | 1 | last filed Q4 2018 |
| JNE Partners LLP | 1770120 | $243.2M | 6 | Q2 2026 |
| MOTIVE WEALTH ADVISORS | 1877093 | $243.2M | 96 | Q2 2026 |
| UDINE WEALTH MANAGEMENT, INC. | 1907240 | $242.9M | 40 | Q2 2026 |
| GREENBERG FINANCIAL GROUP | 946626 | $242.9M | 111 | last filed Q4 2025 |
| NewGen Asset Management Ltd | 1845012 | $242.7M | 33 | Q2 2026 |
| Legacy Wealth Managment, LLC/ID | 2045082 | $242.7M | 193 | Q2 2026 |
| THREADGILL FINANCIAL, LLC | 1814104 | $242.6M | 36 | Q2 2026 |
| One William Street Capital Management, L.P. | 1534300 | $242.5M | 14 | Q2 2026 |
| Pacific Sun Financial Corp | 947517 | $242.5M | 219 | Q2 2026 |
| Selway Asset Management | 1080523 | $242.4M | 75 | last filed Q1 2025 |
| Sound Stewardship, LLC | 1998101 | $242.4M | 73 | Q2 2026 |
| Eukles Asset Management | 1632553 | $242.4M | 228 | Q2 2026 |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 1764144 | $242.4M | 54 | last filed Q4 2021 |
| Higgins & Schmidt Wealth Strategies LLC | 1941260 | $242.3M | 65 | Q2 2026 |
| Alpha Paradigm Partners, LLC | 1818309 | $242.3M | 464 | last filed Q4 2022 |
| IRON Financial LLC | 1595509 | $242.3M | 151 | Q2 2026 |
| Long Island Wealth Management, Inc. | 2011177 | $242.2M | 95 | Q2 2026 |
| DoubleLine ETF Adviser LP | 1959989 | $242.2M | 170 | Q2 2026 |
| Wealthcare Capital Partners, LLC | 2053307 | $242.0M | 179 | Q2 2026 |
| TrueWealth Financial Partners | 1908108 | $242.0M | 28 | Q2 2026 |
| Financial Harvest, LLC | 2052933 | $241.9M | 67 | Q2 2026 |
| Sunesis Advisors, LLC | 1748269 | $241.9M | 61 | Q2 2026 |
| Unconventional Investor, LLC | 1910387 | $241.8M | 49 | Q2 2026 |
| Arcus Capital Partners, LLC | 1651960 | $241.7M | 108 | Q2 2026 |
| Thayer Partners, LLC / MA | 2010185 | $241.6M | 100 | Q2 2026 |
| PEAK FINANCIAL ADVISORS LLC | 1843309 | $241.5M | 78 | Q2 2026 |
| Curry Webb Wealth Management LLC | 2060114 | $241.5M | 67 | Q2 2026 |
| PACK Private Wealth, LLC | 1907212 | $241.5M | 61 | Q2 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | 1549408 | $241.4M | 41 | Q2 2026 |
| NIA IMPACT ADVISORS, LLC | 1815217 | $241.4M | 72 | Q2 2026 |
| Riverstone Advisors, LLC | 1763404 | $241.1M | 85 | Q2 2026 |
| Financial Avengers, Inc. | 1844393 | $241.1M | 155 | Q2 2026 |
| Westhampton Capital, LLC | 1639997 | $241.0M | 131 | Q2 2026 |
| ARWA LLC | 2113621 | $241.0M | 139 | Q2 2026 |
| Plotkin Financial Advisors, LLC | 1826394 | $241.0M | 110 | Q2 2026 |
| GOLDEN GATE PRIVATE EQUITY, INC. | 1548997 | $241.0M | 2 | last filed Q3 2023 |
| Midwest Financial Partners Investments, Inc. | 1968851 | $240.8M | 80 | Q2 2026 |
| Third Security, LLC | 1542294 | $240.8M | 19 | last filed Q3 2022 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 2022427 | $240.8M | 497 | Q2 2026 |
| Avos Capital Management, LLC | 1948622 | $240.7M | 22 | Q2 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | 2112280 | $240.7M | 215 | Q2 2026 |
| WealthCare Asset Management, LLC | 2034181 | $240.7M | 73 | Q2 2026 |
| Hanwha Asset Management Co., Ltd. | 1965871 | $240.6M | 1 | last filed Q2 2025 |
| Ardent Capital Management, Inc. | 1888792 | $240.6M | 47 | Q2 2026 |
| Privium Fund Management (UK) Ltd | 1845773 | $240.4M | 29 | Q2 2026 |
| Masso Torrence Wealth Management Inc. | 1903153 | $240.3M | 108 | last filed Q3 2025 |
| Red Tortoise LLC | 1910488 | $240.3M | 590 | last filed Q1 2026 |
| Koesten, Hirschmann & Crabtree, INC. | 1963421 | $240.2M | 52 | Q2 2026 |
| MITCHELL SINKLER & STARR/PA | 1048921 | $240.1M | 155 | Q2 2026 |
| Worth Financial Advisory Group, LLC | 1964358 | $240.0M | 202 | Q2 2026 |
| GRAND WEALTH MANAGEMENT, LLC | 1939443 | $239.9M | 49 | Q2 2026 |
| Cobblestone Asset Management LLC | 1994512 | $239.8M | 74 | Q2 2026 |
| Enterprise Trust & Investment Co | 1777127 | $239.5M | 359 | last filed Q2 2022 |
| GPM Growth Investors, Inc. | 1799367 | $239.5M | 43 | Q2 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | 1909249 | $239.5M | 84 | Q2 2026 |
| Brown Financial Advisory | 1843853 | $239.4M | 49 | Q2 2026 |
| Cerity Partners Retirement Plan Advisors LLC | 2128338 | $239.4M | 34 | Q2 2026 |
| Visionary Horizons, LLC | 2003615 | $239.3M | 145 | Q2 2026 |
| First Citizens Financial Corp | 1800597 | $239.2M | 139 | Q2 2026 |
| Aull & Monroe Investment Management Corp | 1387615 | $239.2M | 126 | Q2 2026 |
| CNA FINANCIAL CORP | 21175 | $239.0M | 18 | Q2 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | 2022456 | $238.9M | 72 | Q2 2026 |
| Kapstone Financial Advisors LLC | 1966087 | $238.8M | 175 | Q2 2026 |
| CDC Financial, Inc. | 2077836 | $238.8M | 47 | Q2 2026 |
| Ecofin Advisors Ltd | 1387869 | $238.7M | 26 | last filed Q4 2020 |
| Carl P. Sherr & Co., LLC | 1818535 | $238.6M | 134 | Q2 2026 |
| Victrix Investment Advisors | 2055229 | $238.5M | 75 | Q2 2026 |
| Clarity Capital Advisors, LLC | 2011219 | $238.5M | 95 | Q2 2026 |
| Norway Savings Bank | 1692227 | $238.5M | 104 | Q2 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | 709447 | $238.5M | 150 | Q2 2026 |
| Collaborative Wealth Managment Inc. | 1896419 | $238.4M | 167 | Q2 2026 |
| Pinnacle Family Advisors, LLC | 1679064 | $238.4M | 155 | Q2 2026 |
| Ring Mountain Capital, LLC | 2051343 | $238.3M | 107 | Q2 2026 |
| SMA Capital LLC | 2075338 | $238.1M | 121 | Q2 2026 |
| CWH Capital Management, Inc. | 1598348 | $238.0M | 92 | last filed Q4 2020 |
| Atlas Private Wealth Management, LLC | 1800369 | $238.0M | 119 | last filed Q1 2024 |
| Financial Planners of Cleveland, Inc. | 1890391 | $237.9M | 55 | last filed Q1 2022 |
| TRUEWEALTH LLC | 1722092 | $237.9M | 705 | last filed Q2 2020 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 873759 | $237.8M | 118 | Q2 2026 |
| Soviero Asset Management, LP | 1755622 | $237.8M | 58 | Q2 2026 |
| Green Ridge Wealth Planning LLC | 2117069 | $237.8M | 93 | Q2 2026 |
| T Ventures Management Co, Ltd. | 1735925 | $237.8M | 2 | last filed Q4 2021 |
| Edge Financial Advisors LLC | 2011402 | $237.7M | 135 | last filed Q4 2025 |
| Horizon Advisory Services, Inc. | 1799006 | $237.6M | 49 | Q2 2026 |
| Boit C F David | 1308331 | $237.6M | 85 | Q2 2026 |
| Cornerstone Select Advisors, LLC | 2055366 | $237.6M | 149 | Q2 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | 2110994 | $237.5M | 160 | Q2 2026 |
| TABLEAUX LLC | 2060663 | $237.5M | 120 | Q2 2026 |
| Bowman & Co S.C. | 1906275 | $237.4M | 118 | last filed Q4 2025 |
| NBH Bank | 2148930 | $237.4M | 552 | Q2 2026 |
| Client First Investment Management LLC | 2018284 | $237.3M | 28 | Q2 2026 |
| Grant Private Wealth Management Inc | 2056418 | $237.2M | 164 | Q2 2026 |
| Crestview Partners III GP, L.P. | 1703027 | $237.2M | 1 | Q2 2026 |
| Sequent Asset Management, LLC | 1509550 | $237.1M | 89 | Q2 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | 2047860 | $237.1M | 80 | Q2 2026 |
| RETIREMITTEN FINANCIAL LLC | 2127635 | $237.1M | 47 | Q2 2026 |
| BancFirst Trust & Investment Management | 1914099 | $237.0M | 65 | Q2 2026 |
| True Blue Financial, LLC | 2010212 | $236.9M | 61 | Q2 2026 |
| CONTINENTAL ADVISORS LLC | 1277779 | $236.9M | 41 | Q2 2026 |
| Grove Street Fiduciary, LLC | 2054682 | $236.8M | 75 | Q2 2026 |
| Trail Ridge Investment Advisors, LLC | 1911013 | $236.8M | 93 | Q2 2026 |
| Compass Financial Group, Inc. | 1666910 | $236.7M | 51 | Q2 2026 |
| ADE, LLC | 1845950 | $236.7M | 93 | Q2 2026 |
| TAM Capital Management Inc. | 1594591 | $236.5M | 9 | Q2 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | 1844821 | $236.5M | 21 | Q2 2026 |
| 10Elms LLP | 2056650 | $236.3M | 526 | Q2 2026 |
| Bach Option Ltd | 1667391 | $236.3M | 36 | last filed Q4 2019 |
| Deane Retirement Strategies, Inc. | 1659346 | $236.2M | 52 | Q2 2026 |
| CHELSEA COUNSEL CO | 1276755 | $236.1M | 232 | Q2 2026 |
| Johnson Wealth Management, LLC | 2110653 | $236.1M | 58 | Q2 2026 |
| CEERA INVESTMENTS, LLC | 1860698 | $235.9M | 101 | Q2 2026 |
| CMG Global Holdings, LLC | 1839445 | $235.8M | 100 | Q2 2026 |
| EPIQ PARTNERS, LLC | 1799435 | $235.8M | 97 | Q2 2026 |
| Frederick Financial Consultants, LLC | 2055328 | $235.7M | 121 | Q2 2026 |
| Menta Capital LLC | 1374701 | $235.7M | 470 | last filed Q2 2019 |
| Palo Capital, Inc. | 1615963 | $235.6M | 137 | last filed Q4 2018 |
| Latko Wealth Management, Ltd. | 1937769 | $235.6M | 37 | Q2 2026 |
| Team Financial Group, LLC | 1845163 | $235.5M | 56 | Q2 2026 |
| BostonPremier Wealth LLC | 2053783 | $235.5M | 79 | Q2 2026 |
| Allodium Investment Consultants, LLC | 2052983 | $235.5M | 57 | Q2 2026 |
| DLK Investment Management, LLC | 2016793 | $235.2M | 96 | Q2 2026 |
| Plan A Wealth LLC | 2093645 | $235.1M | 194 | Q2 2026 |
| Prepared Retirement Institute LLC | 2056037 | $234.9M | 94 | Q2 2026 |
| MN Wealth Advisors, LLC | 1992972 | $234.9M | 134 | Q2 2026 |
| BONTEMPO OHLY CAPITAL MGMT LLC | 1632118 | $234.8M | 33 | Q2 2026 |
| AMANSA CAPITAL PTE. LTD. | 1660773 | $234.8M | 2 | Q2 2026 |
| Crestview Partners II GP, L.P. | 1505639 | $234.8M | 3 | Q2 2026 |
| PEREGRINE INVESTMENT MANAGEMENT INC | 2053303 | $234.7M | 26 | Q2 2026 |
| Core Wealth Partners LLC | 1965078 | $234.7M | 189 | Q2 2026 |
| Long Path Partners LP | 1905112 | $234.6M | 10 | Q2 2026 |
| Trevian Wealth Management LLC | 1901929 | $234.6M | 45 | Q2 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | 2056671 | $234.6M | 100 | Q2 2026 |
| KCS Wealth Advisory | 1697719 | $234.5M | 133 | last filed Q3 2023 |
| NI ACQUISITIONS COMPANY, LLC | 2148757 | $234.4M | 112 | Q2 2026 |
| CURA WEALTH ADVISORS, LLC | 2056729 | $234.3M | 140 | Q2 2026 |
| Kessler Investment Group, LLC | 1525947 | $234.2M | 81 | Q2 2026 |
| Aletheian Wealth Advisors LLC | 1922281 | $234.2M | 109 | Q2 2026 |
| Ariose Capital Management Ltd | 1665925 | $234.1M | 19 | Q2 2026 |
| Resolute Capital Asset Partners LLC | 1834913 | $234.1M | 48 | Q2 2026 |
| Old North State Wealth Management, LLC | 2041262 | $234.1M | 112 | Q2 2026 |
| Fortune 45 LLC | 1918707 | $234.0M | 36 | Q2 2026 |
| Clear Rock Advisors, LLC | 1810372 | $234.0M | 70 | last filed Q2 2024 |
| Richardson Capital Management LLC | 1621646 | $234.0M | 243 | Q2 2026 |
| Carroll Investors, Inc | 1911400 | $234.0M | 31 | Q2 2026 |
| Pilgrim Partners Asia Pte Ltd | 2012674 | $234.0M | 106 | Q2 2026 |
| WEST BANCORPORATION INC | 1166928 | $233.8M | 95 | Q2 2026 |
| Blue Sky Capital Consultants Group, Inc. | 2057054 | $233.8M | 74 | Q2 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2039850 | $233.8M | 789 | Q2 2026 |
| Olistico Wealth, LLC | 1962695 | $233.8M | 334 | Q2 2026 |
| Fortune Financial Advisors, LLC | 1961828 | $233.7M | 163 | Q2 2026 |
| Arta Finance Wealth Management LLC | 2099257 | $233.7M | 105 | Q2 2026 |
| Altitude Crest Partners Inc. | 1986035 | $233.6M | 30 | last filed Q1 2024 |
| Sterneck Capital Management, LLC | 1438574 | $233.4M | 103 | Q2 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1050463 | $233.4M | 122 | Q2 2026 |
| MTM FINANCIAL GROUP, LLC | 2132054 | $233.4M | 95 | Q2 2026 |
| Builders Union Fund LP | 1772593 | $233.3M | 8 | last filed Q1 2021 |
| PRECISION PATH CAPITAL, LP | 1654407 | $233.2M | 15 | last filed Q4 2018 |
| LECAP ASSET MANAGEMENT LTD | 1990849 | $233.2M | 254 | Q2 2026 |
| Sustainable Insight Capital Management, LLC | 1580677 | $233.2M | 78 | Q2 2026 |
| Braeburn Wealth Management LLC | 2111759 | $233.0M | 99 | Q2 2026 |
| Ironclad Investments LLC | 1824600 | $233.0M | 3 | Q2 2026 |
| TRB Advisors LP | 1513300 | $232.9M | 6 | Q2 2026 |
| BRIGHTON SECURITIES CORP. | 14213 | $232.8M | 50 | Q2 2026 |
| Davidson Kahn Capital Management, LLC | 2055535 | $232.8M | 72 | Q2 2026 |
| MKA Charitable Fund | 2010351 | $232.5M | 1 | Q2 2026 |
| Turning Point Benefit Group, Inc. | 2008513 | $232.5M | 109 | Q2 2026 |
| Lauterbach Financial Advisors, LLC | 1909828 | $232.5M | 87 | Q2 2026 |
| Panoramic Capital, LLC | 1950490 | $232.4M | 43 | Q2 2026 |
| COOPER/HAIMS ADVISORS, LLC | 1654033 | $232.4M | 115 | Q2 2026 |
| JD CAPITAL MANAGEMENT LLC | 1219037 | $232.4M | 19 | last filed Q4 2020 |
| SIH MPH ROLLOVER GP, LLC | 1845814 | $232.4M | 1 | last filed Q3 2021 |
| 2Xideas AG | 1843587 | $232.3M | 48 | Q2 2026 |
| TRV GP VI, LLC | 1990716 | $232.3M | 4 | Q2 2026 |
| LifePlan Financial Group, Inc | 1583104 | $232.3M | 566 | last filed Q3 2020 |
| Elefante Mark B | 1661535 | $232.2M | 60 | Q2 2026 |
| ShawSpring Partners LLC | 1766908 | $232.1M | 11 | Q2 2026 |
| LAVELLE CAPITAL LP | 2136566 | $232.1M | 75 | Q2 2026 |
| ARP Global Capital Ltd | 2074760 | $231.9M | 25 | Q2 2026 |
| J.H. Whitney Equity Partners VII, LLC | 1567459 | $231.9M | 1 | Q2 2026 |
| ELCO Management Co., LLC | 1690717 | $231.9M | 174 | Q2 2026 |
| Ranger Global Real Estate Advisors, LLC | 1689007 | $231.8M | 20 | last filed Q3 2024 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1860132 | $231.8M | 89 | Q2 2026 |
| Wishbone Management, LP | 1777734 | $231.7M | 5 | Q2 2026 |
| Steffes Financial, Ltd. | 2110878 | $231.6M | 36 | Q2 2026 |
| Wills Financial Group, Inc. | 1525109 | $231.6M | 65 | last filed Q4 2024 |
| Accent Capital Management, LLC | 2014179 | $231.5M | 299 | Q2 2026 |
| Notis-McConarty Edward | 1592616 | $231.5M | 67 | Q2 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | 1056943 | $231.4M | 270 | Q2 2026 |
| Gray Private Wealth, LLC | 1928877 | $231.4M | 58 | Q2 2026 |
| Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) | 2139779 | $231.3M | 1 | Q2 2026 |
| N10 ASSETS, LLC | 2146922 | $231.3M | 34 | Q2 2026 |
| Foundry Financial Group, Inc. | 2007960 | $231.3M | 80 | Q2 2026 |
| VVR Holdings LLC | 2070884 | $231.2M | 38 | Q2 2026 |
| Founders Capital Management | 1704300 | $231.1M | 420 | Q2 2026 |
| Legacy Wealth Advisors, LLC | 2111463 | $231.0M | 148 | Q2 2026 |
| New Millennium Group LLC | 1909654 | $231.0M | 407 | last filed Q4 2025 |
| PFG Private Wealth Management, LLC | 1799957 | $230.8M | 75 | Q2 2026 |
| CarsonAllaria Wealth Management, Ltd. | 1900946 | $230.8M | 71 | Q2 2026 |
| AGP FRANKLIN, LLC | 2056566 | $230.6M | 93 | Q2 2026 |
| rebel Financial LLC | 2077940 | $230.6M | 65 | last filed Q1 2026 |