| Cooper Capital Advisors LLC | 1957878 | $230.6M | 41 | Q2 2026 |
| Harold Davidson & Associates Inc. | 1430022 | $230.6M | 59 | Q2 2026 |
| Bullock Wealth Management Group | 2067581 | $230.6M | 607 | Q2 2026 |
| Note Advisors, LLC | 2056243 | $230.6M | 86 | Q2 2026 |
| MIDAS MANAGEMENT CORP | 65957 | $230.5M | 109 | last filed Q2 2019 |
| BURRUS FINANCIAL SERVICES, INC. | 1573947 | $230.3M | 11 | Q2 2026 |
| Kensington Investment Counsel, LLC | 1845536 | $230.2M | 85 | Q2 2026 |
| BANYAN CAPITAL MANAGEMENT, INC. | 846600 | $230.1M | 55 | Q2 2026 |
| LCM Capital Management Inc | 1861752 | $230.0M | 129 | Q2 2026 |
| BDFS Capital LLC | 2112636 | $230.0M | 116 | Q2 2026 |
| International City Management Association Retirement Corp | 1691813 | $230.0M | 6 | Q2 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | 1906866 | $229.9M | 143 | Q2 2026 |
| Azarias Capital Management, L.P. | 1625279 | $229.8M | 23 | Q2 2026 |
| Integrity Investment Advisors, LLC | 2066359 | $229.8M | 72 | Q2 2026 |
| Franchise Capital Ltd | 1859388 | $229.8M | 30 | last filed Q3 2025 |
| Cutter Capital Management, LP | 1983313 | $229.6M | 21 | last filed Q1 2025 |
| LCW Services, LLC | 2110690 | $229.6M | 40 | Q2 2026 |
| A&I FINANCIAL SERVICES, LLC | 1728031 | $229.6M | 75 | Q2 2026 |
| LEVEL FOUR FINANCIAL, LLC | 857602 | $229.5M | 294 | last filed Q3 2021 |
| Catalys Pacific, LLC | 2011385 | $229.5M | 2 | Q2 2026 |
| Highland Investment Advisors LLC | 2149882 | $229.3M | 734 | Q2 2026 |
| Alternative Investment Advisors, LLC. | 2009486 | $229.2M | 68 | last filed Q1 2026 |
| Personal Wealth Partners | 1766435 | $229.2M | 74 | last filed Q1 2022 |
| Alhambra Investment Management LLC | 1802696 | $229.1M | 182 | Q2 2026 |
| Catherine Avery Investment Management LLC | 2103454 | $229.0M | 166 | Q2 2026 |
| Paul R. Ried Financial Group, LLC | 2033053 | $228.9M | 47 | Q2 2026 |
| Smallwood Wealth Investment Management, LLC | 1921304 | $228.9M | 529 | Q2 2026 |
| Painted Porch Advisors LLC | 2024585 | $228.8M | 75 | Q2 2026 |
| Asset Advisory Group, Inc. | 2110402 | $228.8M | 125 | Q2 2026 |
| tru Independence LLC | 1785445 | $228.7M | 108 | Q2 2026 |
| Innovative Asset Advisors Group, LLC | 2127147 | $228.6M | 287 | Q2 2026 |
| Wildcat Capital Management, LLC | 1582384 | $228.5M | 3 | Q2 2026 |
| DOW CHEMICAL CO /DE/ | 29915 | $228.5M | 4 | Q2 2026 |
| Summit Place Financial Advisors, LLC | 1801413 | $228.3M | 110 | Q2 2026 |
| Benchmark Investment Advisors LLC | 1910971 | $228.0M | 70 | Q2 2026 |
| RAFFLES ASSOCIATES LP | 1169581 | $227.9M | 48 | Q2 2026 |
| Adalta Capital Management LLC | 1698926 | $227.8M | 103 | Q2 2026 |
| Mission Hills Financial Advisory, LLC | 2043220 | $227.6M | 89 | Q2 2026 |
| Capital Square, LLC | 1798736 | $227.5M | 241 | Q2 2026 |
| Castleview Partners, LLC | 1737088 | $227.5M | 223 | Q2 2026 |
| Beartown Capital Management, LLC | 1877162 | $227.4M | 41 | Q2 2026 |
| Tower View Wealth Management LLC | 1729045 | $227.4M | 205 | Q2 2026 |
| Signet Investment Advisory Group, Inc. | 1766328 | $227.3M | 73 | Q2 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | 2126518 | $227.3M | 46 | Q2 2026 |
| Next Level Wealth Planning, LLC | 2044208 | $227.2M | 74 | Q2 2026 |
| Flower City Capital | 1808394 | $227.1M | 49 | Q2 2026 |
| Wingate Wealth Advisors, Inc. | 2041800 | $227.1M | 127 | Q2 2026 |
| TFB Advisors LLC | 1965201 | $227.0M | 190 | Q2 2026 |
| Oregon Health & Science University | 1833471 | $227.0M | 1 | last filed Q2 2021 |
| Smith Thornton Advisors LLC | 2032436 | $227.0M | 140 | Q2 2026 |
| CROBAN | 1694663 | $226.9M | 81 | Q2 2026 |
| Sassicaia Capital Advisers LLC | 1692751 | $226.8M | 32 | Q2 2026 |
| PhiloSmith Capital Corp | 1701057 | $226.8M | 29 | last filed Q2 2021 |
| Wallace Foundation | 1951918 | $226.7M | 1 | Q2 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 1846177 | $226.7M | 181 | Q2 2026 |
| Ridgepath Capital Management LLC | 1943071 | $226.6M | 54 | Q2 2026 |
| FirstWave Capital Management LLC | 2093108 | $226.6M | 63 | Q2 2026 |
| Mink Brook Asset Management LLC | 2052205 | $226.6M | 52 | Q2 2026 |
| Oak Barrel Wealth Advisory LLC | 2116315 | $226.5M | 86 | Q2 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | $226.4M | 100 | Q2 2026 |
| Gross & Hartman Investments LLC | 1966094 | $226.4M | 80 | Q2 2026 |
| Point Windward Advisors Inc. | 1356202 | $226.1M | 97 | Q2 2026 |
| Ariadne Wealth Management, LP | 2034793 | $226.1M | 254 | Q2 2026 |
| Baugh & Associates, LLC | 1730818 | $226.0M | 42 | Q2 2026 |
| Arch Global Advisors, LLC | 2126837 | $226.0M | 59 | Q2 2026 |
| Laurel Wealth Planning LLC | 1842010 | $226.0M | 67 | Q2 2026 |
| Charter Capital Management, LLC\DE | 2076040 | $225.9M | 75 | Q2 2026 |
| Junk Investment Group, LLC | 2112570 | $225.9M | 97 | Q2 2026 |
| True Wind Capital Management, L.P. | 1824827 | $225.8M | 2 | Q2 2026 |
| Disciplined Equity Management, Inc. | 1909380 | $225.8M | 45 | Q2 2026 |
| Sitrin Capital Management LLC | 1664771 | $225.7M | 39 | Q2 2026 |
| Pacific Wealth Management | 1852338 | $225.5M | 19 | Q2 2026 |
| Sea Cliff Partners Management, LP | 2011655 | $225.5M | 14 | Q2 2026 |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 1831431 | $225.4M | 70 | last filed Q1 2024 |
| HATCH COVE CAPITAL, LLC | 2049307 | $225.4M | 24 | Q2 2026 |
| Chronos Wealth Management, LLC | 1801792 | $225.4M | 38 | Q2 2026 |
| Center For Asset Management LLC | 1844878 | $225.3M | 151 | Q2 2026 |
| CWC Advisors, LLC. | 1520683 | $225.2M | 152 | Q2 2026 |
| CVS HEALTH Corp | 64803 | $225.2M | 21 | Q2 2026 |
| Brucke Financial, Inc. | 2058446 | $225.1M | 175 | Q2 2026 |
| Pennant Select, LLC | 2011563 | $225.1M | 15 | Q2 2026 |
| Benchmark Wealth Management, LLC | 1788241 | $225.0M | 70 | last filed Q2 2025 |
| Wealth Science Advisors LLC | 2083087 | $225.0M | 97 | Q2 2026 |
| Colter Lewis Investment Partners LLC | 2107902 | $225.0M | 114 | Q2 2026 |
| Broyhill Asset Management, LLC | 1966057 | $224.9M | 77 | Q2 2026 |
| Fortress Wealth Management, Inc. | 1908099 | $224.8M | 75 | last filed Q3 2025 |
| Ciovacco Capital Management LLC | 1653012 | $224.7M | 35 | Q2 2026 |
| CONWAY CAPITAL MANAGEMENT, INC. | 2044929 | $224.7M | 39 | Q2 2026 |
| KPCB XVI Associates, LLC | 1611734 | $224.6M | 3 | last filed Q3 2021 |
| LuminArx Capital Management LP | 1992915 | $224.4M | 73 | Q2 2026 |
| Latigo Investments, LLC | 1914668 | $224.4M | 14 | Q2 2026 |
| Moerus Capital Management LLC | 1742647 | $224.4M | 14 | Q2 2026 |
| KLS Diversified Asset Management LP | 1616051 | $224.1M | 13 | last filed Q1 2021 |
| Andar Capital Management HK Ltd | 1805591 | $224.1M | 13 | Q2 2026 |
| Wynn Capital, LLC | 2009900 | $224.0M | 116 | Q2 2026 |
| Wunderlich Capital Managemnt | 1599273 | $224.0M | 105 | last filed Q2 2024 |
| Spice Expeditions, LP | 2040285 | $223.9M | 1 | Q2 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | 2035872 | $223.9M | 35 | last filed Q1 2026 |
| GRANVILLE CAPITAL, INC. | 1404784 | $223.9M | 86 | Q2 2026 |
| Finer Wealth Management, Inc. | 1929071 | $223.8M | 88 | Q2 2026 |
| ROCKSHELTER CAPITAL MANAGEMENT LLC | 1607231 | $223.6M | 42 | last filed Q2 2020 |
| Capstone Capital Management Ltd | 2069260 | $223.6M | 160 | Q2 2026 |
| Oxford Wealth Group, LLC | 2007082 | $223.5M | 89 | Q2 2026 |
| GOANNA CAPITAL MANAGEMENT LLC | 2130895 | $223.5M | 2 | Q2 2026 |
| Catawba River Capital | 1843303 | $223.5M | 24 | Q2 2026 |
| Pointe Capital Management LLC | 1640335 | $223.5M | 157 | Q2 2026 |
| Spectrum Planning & Advisory Services Inc. | 1725394 | $223.5M | 120 | Q2 2026 |
| Twin Securities, Inc. | 1351351 | $223.5M | 11 | Q2 2026 |
| Noble Wealth Management PBC | 2055065 | $223.4M | 771 | Q2 2026 |
| State of New Jersey Common Pension Fund A | 1483262 | $223.4M | 3 | Q2 2026 |
| Pureheart Capital Pte Ltd. | 2087977 | $223.3M | 3 | Q2 2026 |
| WEALTH ADVISORS, INC. | 1806580 | $223.3M | 67 | last filed Q3 2023 |
| Cadence Wealth Management LLC | 1845250 | $223.3M | 63 | Q2 2026 |
| RFP Financial Group LLC | 1956564 | $223.3M | 64 | Q2 2026 |
| KilterHowling LLC | 1759354 | $223.2M | 50 | Q2 2026 |
| JS Capital Management LLC | 1562668 | $223.2M | 1 | Q2 2026 |
| Cohen Investment Advisors LLC | 1845081 | $223.2M | 81 | Q2 2026 |
| Vestment Financial LLC | 2056705 | $223.1M | 41 | Q2 2026 |
| Guinness Atkinson Asset Management Inc | 1409765 | $223.1M | 107 | Q2 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | 1767040 | $222.9M | 114 | Q2 2026 |
| MTC Wealth Management LLC | 1821455 | $222.9M | 14 | Q2 2026 |
| Attessa Capital LLC | 2020560 | $222.9M | 51 | Q2 2026 |
| Cromwell Holdings LLC | 1894712 | $222.8M | 1,108 | Q2 2026 |
| Socorro Asset Management LP | 1781882 | $222.8M | 33 | Q2 2026 |
| Downshift Financial, LLC | 2118380 | $222.7M | 662 | Q2 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | 1009198 | $222.6M | 38 | Q2 2026 |
| Symphony Financial Services, Inc. | 2031979 | $222.6M | 105 | Q2 2026 |
| Zeno Research, LLC | 1792460 | $222.5M | 26 | last filed Q3 2023 |
| SAGE PRIVATE WEALTH GROUP, LLC | 1845635 | $222.4M | 100 | Q2 2026 |
| Siligmueller & Norvid Wealth Advisors LLC | 2052591 | $222.4M | 156 | last filed Q3 2025 |
| Ategra Capital Management, LLC | 1741369 | $222.3M | 20 | Q2 2026 |
| Mirabaud Asset Management (France) SAS | 2033031 | $222.3M | 28 | Q2 2026 |
| Whalen Wealth Management Inc. | 1894447 | $222.2M | 195 | Q2 2026 |
| BankPlus Wealth Management LLC | 2051117 | $222.2M | 126 | Q2 2026 |
| Mendel Capital Management LLC | 1911384 | $222.2M | 99 | Q2 2026 |
| Coign Capital Advisors LLC | 2056441 | $222.2M | 88 | Q2 2026 |
| PTM WEALTH MANAGEMENT, LLC | 2061027 | $222.1M | 62 | Q2 2026 |
| 17 CAPITAL PARTNERS, LLC | 1727407 | $221.9M | 172 | Q2 2026 |
| Sylvest Advisors, LLC | 2044121 | $221.8M | 78 | Q2 2026 |
| Lionhunter Capital Management, LLC | 2137268 | $221.8M | 109 | Q2 2026 |
| Kent Lake Capital LLC | 1777141 | $221.8M | 44 | last filed Q2 2024 |
| Hyperion Capital Advisors LP | 1794499 | $221.7M | 67 | Q2 2026 |
| Ampersand Capital Group, L.P. | 2059671 | $221.7M | 7 | Q2 2026 |
| BERRY GROUP, LLC | 1803097 | $221.6M | 112 | last filed Q4 2020 |
| FIRST COMMUNITY TRUST NA | 1130344 | $221.4M | 333 | Q2 2026 |
| Columbia Trust Co 01012016 | 1802291 | $221.4M | 145 | last filed Q4 2023 |
| Monolith Management Ltd | 2008306 | $221.4M | 18 | Q2 2026 |
| Newman & Schimel, LLC | 1838938 | $221.3M | 51 | last filed Q4 2022 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 911927 | $221.3M | 102 | Q2 2026 |
| MWA Asset Management | 1903058 | $221.3M | 129 | Q2 2026 |
| WIMMER ASSOCIATES 1, LLC | 1667019 | $221.2M | 113 | Q2 2026 |
| Estate Planners Group, LLC | 2118977 | $221.1M | 70 | Q2 2026 |
| Quadrant Capital Management, LLC | 1615359 | $221.0M | 86 | last filed Q4 2019 |
| Ausbil Investment Management Ltd | 1966036 | $221.0M | 65 | Q2 2026 |
| Ryan Investment Management, Inc. | 2074440 | $220.9M | 30 | Q2 2026 |
| Ameraudi Asset Management, Inc. | 1772954 | $220.8M | 45 | Q2 2026 |
| R2 Capital Strategies, LLC | 2146947 | $220.7M | 115 | Q2 2026 |
| AH Equity Partners I, L.L.C. | 1466219 | $220.6M | 1 | last filed Q4 2019 |
| Elios Financial Group Inc. | 2035601 | $220.5M | 120 | last filed Q2 2025 |
| KEYWISE CAPITAL MANAGEMENT Ltd | 1473434 | $220.4M | 17 | last filed Q3 2019 |
| EJMK Ventures LLC | 2113915 | $220.3M | 162 | Q2 2026 |
| Prospect Capital Advisors, LLC | 1632368 | $220.2M | 30 | Q2 2026 |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 2113997 | $220.2M | 63 | Q2 2026 |
| DEEPWATER ASSET MANAGEMENT, LLC | 1964171 | $220.2M | 35 | Q2 2026 |
| ASTURIAS CAPITAL LLC | 1641173 | $220.1M | 28 | last filed Q4 2019 |
| Yardley Wealth Management LLC | 2044323 | $220.1M | 37 | Q2 2026 |
| One Wealth Map LLC | 1802635 | $220.1M | 97 | Q2 2026 |
| Lake Hills Wealth Management, LLC | 1705594 | $220.0M | 62 | Q2 2026 |
| W ADVISORS, LLC | 1929907 | $219.9M | 153 | Q2 2026 |
| Infusive Asset Management Inc. | 1749333 | $219.8M | 30 | Q2 2026 |
| Solano Wealth Investment Advisors LLC | 2049179 | $219.8M | 35 | Q2 2026 |
| Stonehage Fleming (UK) Ltd | 1790827 | $219.7M | 210 | last filed Q4 2015 |
| Exit Wealth Advisors, LLC. | 2082744 | $219.6M | 149 | Q2 2026 |
| Boomfish Wealth Group, LLC | 2010786 | $219.5M | 95 | Q2 2026 |
| Orion Resource Partners LP | 2032200 | $219.4M | 24 | Q2 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | 1909619 | $219.3M | 125 | Q2 2026 |
| CORNERSTONE ENTERPRISES, LLC | 1987314 | $219.2M | 42 | Q2 2026 |
| William Marsh Rice University | 1674705 | $219.2M | 2 | Q2 2026 |
| CANERECTOR INC | 1113234 | $219.2M | 9 | Q2 2026 |
| Horizon Family Wealth, Inc. | 1910660 | $219.1M | 93 | Q2 2026 |
| Stratford Consulting, LLC | 1553656 | $219.0M | 87 | last filed Q1 2020 |
| Pacific Point Advisors, LLC | 2056976 | $219.0M | 129 | Q2 2026 |
| Comprehensive Wealth Management, LLC | 1535202 | $218.9M | 43 | Q2 2026 |
| Trellis Advisors, LLC | 1722638 | $218.9M | 88 | last filed Q3 2023 |
| RiverPark Advisors, LLC | 1484256 | $218.8M | 140 | Q2 2026 |
| Sunbeam Capital Management, LLC | 2057278 | $218.8M | 124 | Q2 2026 |
| Horrell Capital Management, Inc. | 1385925 | $218.8M | 196 | Q2 2026 |
| 7G CAPITAL MANAGEMENT, LLC | 1720350 | $218.6M | 10 | Q2 2026 |
| LifeGoal Investments, LLC | 2054684 | $218.5M | 155 | Q2 2026 |
| PERRY CREEK CAPITAL LP | 1769704 | $218.4M | 11 | Q2 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | 2056693 | $218.4M | 571 | Q2 2026 |
| Lantern Wealth Advisors, LLC | 1950218 | $218.4M | 184 | Q2 2026 |
| Tiger Pacific Capital LP | 1664492 | $218.3M | 10 | Q2 2026 |
| Saxony Capital Management, LLC | 1561330 | $218.2M | 186 | Q2 2026 |
| OxenFree Capital LLC | 2009781 | $218.2M | 56 | Q2 2026 |
| Main Line Retirement Advisors, LLC | 1809416 | $218.1M | 49 | Q2 2026 |
| RiverGlades Family Offices LLC | 1619779 | $218.0M | 108 | Q2 2026 |
| Galilei Investment Office LLP | 2043729 | $217.9M | 28 | Q2 2026 |
| Forge First Asset Management Inc. | 1963062 | $217.9M | 38 | last filed Q3 2025 |
| Juniper Capital Advisors, L.P. | 2011609 | $217.9M | 2 | Q2 2026 |
| Financial Freedom, LLC | 1965484 | $217.9M | 107 | Q2 2026 |
| COOPER INVESTORS PTY LTD | 1561728 | $217.8M | 39 | Q2 2026 |
| Signature Equity Partners, LLC | 2109813 | $217.8M | 1,571 | Q2 2026 |
| DEFINE FINANCIAL, LLC | 2021320 | $217.8M | 47 | Q2 2026 |
| Carson Advisory Inc. | 1909304 | $217.7M | 204 | Q2 2026 |
| XXI WEALTH, LLC | 2047463 | $217.7M | 226 | Q2 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 2071183 | $217.7M | 80 | Q2 2026 |
| Turas Capital Management LP | 2077058 | $217.7M | 59 | Q2 2026 |
| RPD Fund Management LLC | 1832568 | $217.6M | 4 | Q2 2026 |
| WOLFF WIESE MAGANA LLC | 1832097 | $217.5M | 1,027 | Q2 2026 |
| Pearl Planning LLC | 2100519 | $217.4M | 58 | Q2 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 2026645 | $217.4M | 352 | Q2 2026 |
| NEXTBio Capital Management LP | 2038158 | $217.4M | 22 | Q2 2026 |
| Carolina Wealth Management Inc | 2145383 | $217.4M | 114 | Q2 2026 |
| CORRADO ADVISORS, LLC | 1482611 | $217.3M | 120 | Q2 2026 |
| ENGLISH CAPITAL MANAGEMENT LLC | 2010442 | $217.2M | 36 | Q2 2026 |
| Asia Research & Capital Management Ltd | 1668453 | $217.2M | 5 | last filed Q3 2024 |
| Envision Financial LLC | 2051355 | $217.1M | 48 | Q2 2026 |
| OmniStar Financial Group, Inc. | 1698777 | $217.0M | 118 | Q2 2026 |
| Essential Partners LLC | 2136442 | $217.0M | 2,853 | Q2 2026 |
| Seahawk China Dynamic Fund | 1795626 | $217.0M | 4 | last filed Q3 2021 |
| Jones Kertz & Associates, Inc. | 2104438 | $216.9M | 66 | Q2 2026 |
| Guardian Asset Advisors, LLC | 2021272 | $216.9M | 124 | Q2 2026 |
| IMS Capital Management | 1343916 | $216.8M | 147 | last filed Q3 2025 |
| BELLEVUE ASSET MANAGEMENT, LLC | 1801619 | $216.7M | 578 | Q2 2026 |
| Chou Associates Management Inc. | 1389403 | $216.6M | 31 | Q2 2026 |
| Friedenthal Financial | 1598611 | $216.6M | 253 | Q2 2026 |
| Ballast Rock Private Wealth LLC | 2106928 | $216.5M | 192 | Q2 2026 |
| Tenzing Global Management, LLC | 1624095 | $216.5M | 19 | Q2 2026 |
| OMNI 360 Wealth, Inc. | 2010436 | $216.4M | 135 | Q2 2026 |
| Enstar Group LTD | 1363829 | $216.4M | 9 | Q2 2026 |
| Asset Planning Services, Ltd. | 1694287 | $216.3M | 73 | last filed Q4 2021 |
| ISLAY CAPITAL MANAGEMENT, LLC | 1738560 | $216.3M | 231 | Q2 2026 |
| Barnes Wealth Management Group, Inc | 2066194 | $216.2M | 195 | Q2 2026 |
| EnCap Energy Capital Fund X, L.P. | 1636722 | $216.2M | 1 | last filed Q4 2025 |
| SWP FINANCIAL LLC | 2014200 | $216.2M | 78 | Q2 2026 |
| D. SCOTT NEAL, INC. | 1596920 | $216.2M | 58 | last filed Q3 2025 |
| Cipher Capital LP | 1542420 | $216.1M | 411 | last filed Q1 2024 |
| MAC Alpha Capital Management, LP | 2111003 | $216.1M | 22 | Q2 2026 |
| Paragon Capital Management LLC | 1388437 | $216.1M | 60 | Q2 2026 |
| GuidedMoney, LLC | 2112951 | $216.0M | 34 | Q2 2026 |
| Pullen Investment Management, LLC | 2011668 | $216.0M | 98 | Q2 2026 |
| Brendel Financial Advisors LLC | 1768065 | $216.0M | 101 | Q2 2026 |
| Chokshi & Queen Wealth Advisors, Inc | 2057199 | $215.9M | 60 | Q2 2026 |
| PLANNING DIRECTIONS INC | 821103 | $215.9M | 110 | Q2 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | 1863265 | $215.9M | 46 | Q2 2026 |
| Sharp Wealth Advisory, LLC | 1733194 | $215.9M | 127 | Q2 2026 |
| J HAGAN CAPITAL, INC. | 2059107 | $215.9M | 92 | Q2 2026 |
| AUA CAPITAL MANAGEMENT, LLC | 1706915 | $215.8M | 84 | Q2 2026 |
| PETRA FINANCIAL ADVISORS INC | 1971427 | $215.7M | 168 | Q2 2026 |