| FOCUS Wealth Advisors, LLC | 1845643 | $215.7M | 61 | Q2 2026 |
| MARSHALL & SULLIVAN INC /WA/ | 820123 | $215.7M | 43 | last filed Q3 2025 |
| Watermark Asset Management, Inc. | 1706457 | $215.6M | 273 | last filed Q4 2018 |
| Capstone Wealth Management, LLC | 2019411 | $215.5M | 188 | Q2 2026 |
| Capital Wealth Alliance, LLC | 1803277 | $215.5M | 98 | Q2 2026 |
| Hardin Capital Partners, LLC | 2033094 | $215.4M | 141 | Q2 2026 |
| Glovista Investments LLC | 1546283 | $215.3M | 40 | last filed Q4 2023 |
| Wealth Intelligence, LLC | 2112078 | $215.3M | 59 | Q2 2026 |
| Franchise GP Ltd | 2083646 | $215.2M | 39 | Q2 2026 |
| Blue Ridge Capital, L.L.C. | 1062589 | $215.1M | 1 | last filed Q4 2020 |
| Cornerstone Wealth Partners, LLC | 2109292 | $215.1M | 17 | Q2 2026 |
| Cassady Wealth & Retirement Planning, LLC | 2121075 | $215.0M | 104 | Q2 2026 |
| Destiny Capital Corp/CO | 1965275 | $215.0M | 58 | Q2 2026 |
| Base Wealth Management LLC | 2083977 | $215.0M | 66 | Q2 2026 |
| Gouws Capital LLC | 1908828 | $215.0M | 55 | Q2 2026 |
| Kellett Wealth Advisors, LLC | 1910381 | $214.8M | 97 | Q2 2026 |
| Investors Financial Group, LLC | 1800535 | $214.8M | 212 | last filed Q4 2021 |
| KRS Capital Management, LLC | 1910876 | $214.8M | 124 | Q2 2026 |
| GLR Partners, LLC | 2134831 | $214.7M | 111 | Q2 2026 |
| Crown Oak Advisors, LLC | 2009273 | $214.7M | 23 | Q2 2026 |
| BLOOM TREE PARTNERS, LLC | 1567752 | $214.7M | 44 | last filed Q2 2023 |
| PETERSON WEALTH MANAGEMENT | 1785144 | $214.6M | 184 | Q2 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 2055985 | $214.6M | 79 | Q2 2026 |
| Northstar Wealth Partners LLC | 1703100 | $214.5M | 142 | last filed Q3 2020 |
| Nipun Capital, L.P. | 1781566 | $214.5M | 8 | Q2 2026 |
| LifeSteps Financial, Inc. | 1801373 | $214.5M | 792 | Q2 2026 |
| Signature Wealth Management Partners, LLC | 1824694 | $214.5M | 121 | Q2 2026 |
| Praesidium Investment Management Company, LLC | 1320769 | $214.5M | 12 | Q2 2026 |
| VAUGHAN & Co SECURITIES, INC. | 805870 | $214.4M | 61 | Q2 2026 |
| Pinnacle Wealth Management Group, Inc. | 1868491 | $214.4M | 128 | Q2 2026 |
| Bayshore Capital Advisors, LLC | 1598176 | $214.2M | 42 | Q2 2026 |
| Kearns & Associates LLC | 1908695 | $214.2M | 41 | Q2 2026 |
| Holos Integrated Wealth LLC | 2080096 | $214.2M | 378 | Q2 2026 |
| Fort Vancouver Investment Management, LLC | 2032698 | $214.1M | 62 | Q2 2026 |
| Starwood Capital Group Management, L.L.C. | 1388788 | $214.1M | 6 | Q2 2026 |
| Successful Portfolios LLC | 1721780 | $214.1M | 199 | Q2 2026 |
| Broadway Wealth Solutions, Inc. | 2021265 | $214.1M | 92 | Q2 2026 |
| Mader & Shannon Wealth Management, Inc. | 1535862 | $214.1M | 21 | Q2 2026 |
| KEYSTONE WEALTH PARTNERS | 1845980 | $214.0M | 26 | last filed Q1 2022 |
| Econ Financial Services Corp | 1659718 | $214.0M | 72 | Q2 2026 |
| Cladis Investment Advisory, LLC | 1911520 | $214.0M | 173 | Q2 2026 |
| Eliot Finkel Investment Counsel, LLC | 1641643 | $213.9M | 33 | Q2 2026 |
| Clear Sky Advisers, LLC | 1887492 | $213.8M | 54 | last filed Q4 2023 |
| Birchview Capital, LP | 1618205 | $213.8M | 72 | Q2 2026 |
| ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 909103 | $213.7M | 78 | last filed Q1 2021 |
| Serenity Investment Advisors | 2105389 | $213.7M | 74 | last filed Q1 2026 |
| Tassel Capital Management, Inc. | 1999208 | $213.7M | 45 | Q2 2026 |
| Taylor Frigon Capital Management LLC | 1632665 | $213.6M | 93 | Q2 2026 |
| Kingsman Wealth Management, Inc. | 2066184 | $213.6M | 76 | Q2 2026 |
| Fortis Advisors, LLC | 1697478 | $213.6M | 122 | Q2 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | 2026127 | $213.6M | 185 | Q2 2026 |
| Ayrshire Capital Management LLC | 1801563 | $213.5M | 50 | Q2 2026 |
| Ararat Capital Management LP | 1768757 | $213.5M | 17 | Q2 2026 |
| Stephenson & Company, Inc. | 2001544 | $213.5M | 50 | Q2 2026 |
| Alchemi Wealth, LLC | 2110606 | $213.4M | 167 | Q2 2026 |
| 361 CAPITAL LLC | 1476534 | $213.4M | 299 | last filed Q2 2020 |
| Griffith & Werner, Inc. | 2057200 | $213.4M | 71 | Q2 2026 |
| NAPA WEALTH MANAGEMENT | 1602844 | $213.4M | 148 | last filed Q3 2025 |
| HORIZON BANCORP INC /IN/ | 706129 | $213.3M | 197 | Q2 2026 |
| Evergreen Wealth Management, LLC | 1965292 | $213.3M | 55 | Q2 2026 |
| LFG Wealth Partners, LLC | 2044171 | $213.3M | 98 | Q2 2026 |
| BIRCHBROOK, INC. | 2071468 | $213.1M | 305 | Q2 2026 |
| B Group, Inc. | 2043476 | $213.0M | 19 | Q2 2026 |
| WIT Partners Advisory Pte. Ltd. | 2000043 | $213.0M | 16 | Q2 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 2111343 | $212.8M | 91 | Q2 2026 |
| 4Thought Financial Group Inc. | 1840261 | $212.8M | 99 | Q2 2026 |
| KM Capital Management Ltd. | 1963514 | $212.8M | 48 | Q2 2026 |
| Cardinal Point Wealth Management LLC | 1869778 | $212.7M | 42 | last filed Q3 2021 |
| Aegis Wealth Management LLC | 1628818 | $212.6M | 160 | Q2 2026 |
| GERBER, LLC | 2014164 | $212.6M | 96 | Q2 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 2131510 | $212.6M | 124 | Q2 2026 |
| First County Bank /CT/ | 1983616 | $212.5M | 169 | Q2 2026 |
| Equinox Partners Investment Management LLC | 938552 | $212.4M | 12 | Q2 2026 |
| CAPE ANN SAVINGS BANK | 936938 | $212.4M | 113 | Q2 2026 |
| AFBI LP | 1885432 | $212.3M | 1 | Q2 2026 |
| Blue Door Asset Management, LLC | 1909147 | $212.3M | 19 | Q2 2026 |
| Taconic Capital Advisors LP | 1390113 | $212.1M | 14 | Q2 2026 |
| Novak & Powell Financial Services, Inc. | 2011548 | $212.1M | 171 | Q2 2026 |
| Insight Inv LLC | 1909322 | $212.1M | 109 | Q2 2026 |
| STRAIGHTLINE GROUP LLC | 1444864 | $212.1M | 19 | Q2 2026 |
| GSI Capital Advisors LLC | 1391974 | $212.0M | 29 | Q2 2026 |
| Banque de Luxembourg S.A. | 2055344 | $212.0M | 78 | Q2 2026 |
| Sun Financial Inc | 2067342 | $212.0M | 161 | Q2 2026 |
| FPC INVESTMENT ADVISORY, INC. | 2021217 | $211.9M | 36 | Q2 2026 |
| David J Yvars Group | 1836266 | $211.9M | 106 | Q2 2026 |
| Moreno Evelyn V | 1598011 | $211.9M | 140 | last filed Q4 2023 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 1001011 | $211.8M | 96 | Q2 2026 |
| Addison Advisors LLC | 1843745 | $211.8M | 707 | Q2 2026 |
| AIA Investment Management HK Limited | 1802469 | $211.8M | 7 | last filed Q3 2020 |
| Lindenwold Advisors, INC | 1874374 | $211.6M | 110 | last filed Q3 2025 |
| StoryOne LLC | 2079652 | $211.6M | 79 | Q2 2026 |
| Panoramic Capital Partners, LLC | 2052992 | $211.5M | 72 | Q2 2026 |
| Merrion Investment Management Co, LLC | 1383782 | $211.3M | 106 | Q2 2026 |
| Henderson Brothers Financial Partners, LLC | 2064329 | $211.3M | 77 | Q2 2026 |
| Alpine Fox Capital LLC | 2096493 | $211.2M | 19 | Q2 2026 |
| RCS Financial Planning, LLC | 1963347 | $211.2M | 102 | Q2 2026 |
| Ribbit Capital GP III, Ltd. | 1912617 | $211.2M | 2 | last filed Q3 2023 |
| Investments & Financial Planning, LLC | 1909307 | $211.2M | 40 | Q2 2026 |
| Kaufman Rossin Wealth, LLC | 2049750 | $211.1M | 112 | Q2 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | 1910210 | $211.0M | 127 | Q2 2026 |
| McCarthy Asset Management, Inc. | 1843169 | $211.0M | 29 | Q2 2026 |
| Kure Advisory, LLC | 1986795 | $211.0M | 62 | Q2 2026 |
| Lunate Holding RSC Ltd | 2009522 | $210.9M | 4 | last filed Q4 2024 |
| Piermont Capital Management Inc. | 1561509 | $210.9M | 108 | last filed Q4 2018 |
| ASSET PLANNING CORPORATION | 7773 | $210.8M | 48 | last filed Q3 2025 |
| WISCONSIN CAPITAL MANAGEMENT LLC | 926833 | $210.7M | 47 | Q2 2026 |
| Wells Trecaso Financial Group, LLC | 1737987 | $210.4M | 80 | last filed Q3 2025 |
| Stegner Investment Associates Inc. | 1907433 | $210.3M | 31 | Q2 2026 |
| Aristotle Pacific Capital, LLC | 1844577 | $210.3M | 5 | Q2 2026 |
| Bridge Advisory, LLC | 1847956 | $210.2M | 99 | last filed Q3 2024 |
| Three Cord True Wealth Management, LLC | 2056001 | $210.2M | 43 | Q2 2026 |
| Beckerman Institutional, LLC | 2043468 | $210.2M | 124 | Q2 2026 |
| Coann Capital LLC | 1824658 | $210.0M | 19 | last filed Q4 2022 |
| COLUMBUS POINT LLP | 1767392 | $210.0M | 18 | last filed Q3 2021 |
| Bradley & Co. Private Wealth Management, LLC | 1861678 | $209.8M | 221 | Q2 2026 |
| Index Venture Growth Associates V Ltd | 1873834 | $209.7M | 3 | Q2 2026 |
| Chimera Capital Management LLC | 1789215 | $209.7M | 64 | last filed Q1 2023 |
| Baron Financial Group, LLC | 1832093 | $209.6M | 56 | Q2 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | 1977444 | $209.6M | 49 | Q2 2026 |
| Arcadia Wealth Management, Inc. | 2059339 | $209.6M | 58 | Q2 2026 |
| Cardinal Point Wealth Management Partners, LLC | 1909054 | $209.5M | 49 | last filed Q3 2022 |
| apricus wealth, LLC | 1913842 | $209.5M | 129 | Q2 2026 |
| Shearwater Capital LLC | 1905665 | $209.4M | 65 | Q2 2026 |
| Starfire Investment Advisers, Inc. | 1652391 | $209.4M | 157 | last filed Q2 2020 |
| Trust Investment Advisors | 1597690 | $209.4M | 97 | Q2 2026 |
| PROFESSIONAL PLANNING | 1740871 | $209.4M | 124 | last filed Q3 2021 |
| Integrity Financial Corp /WA | 1917704 | $209.3M | 291 | Q2 2026 |
| Timpani Capital Management LLC | 1537558 | $209.2M | 91 | last filed Q1 2019 |
| Sherrill & Hutchins Financial Advisory, Inc | 2005607 | $209.2M | 20 | Q2 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | 2010095 | $209.1M | 61 | Q2 2026 |
| Humankind Investments LLC | 1845373 | $209.1M | 22 | Q2 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 1967332 | $209.1M | 141 | Q2 2026 |
| Dempze Nancy E | 1592614 | $209.0M | 91 | Q2 2026 |
| Foundry Group, LLC | 1644978 | $209.0M | 4 | last filed Q3 2022 |
| PENINSULA ASSET MANAGEMENT INC | 1091923 | $208.9M | 54 | Q2 2026 |
| HOGE FINANCIAL SERVICES, LLC | 1989834 | $208.9M | 83 | Q2 2026 |
| IFS Advisors, LLC | 1765617 | $208.8M | 220 | Q2 2026 |
| RLH Capital LLC | 2008031 | $208.8M | 130 | Q2 2026 |
| PACIFIC FINANCIAL GROUP INC | 1279926 | $208.6M | 85 | Q2 2026 |
| Copperleaf Capital, LLC | 1802225 | $208.6M | 114 | last filed Q3 2025 |
| Financial Architects, LLC | 2008540 | $208.5M | 24 | Q2 2026 |
| Oak Wealth Advisors LLC | 2056728 | $208.5M | 68 | Q2 2026 |
| Capelight Capital Asset Management LP | 2105992 | $208.4M | 37 | Q2 2026 |
| Aberdeen Wealth Management LLC | 1802654 | $208.3M | 427 | Q2 2026 |
| PROMETHIUM ADVISORS,LLC | 2034073 | $208.3M | 122 | Q2 2026 |
| Axis Wealth Partners, LLC | 2052531 | $208.3M | 183 | Q2 2026 |
| Monument Group Wealth Advisors, LLC | 1965665 | $208.3M | 44 | Q2 2026 |
| Moser Wealth Advisors, LLC | 1803081 | $208.3M | 200 | last filed Q2 2025 |
| Meridian Financial Advisors, LLC | 2032629 | $208.1M | 146 | Q2 2026 |
| Andrews Advisory Associates, LLC | 2110646 | $208.1M | 86 | Q2 2026 |
| Kentucky Trust Co | 2054100 | $207.9M | 316 | Q2 2026 |
| AFT, FORSYTH & COMPANY, INC. | 1512073 | $207.9M | 108 | Q2 2026 |
| Arena Capital Advisors, LLC- CA | 1833078 | $207.9M | 21 | Q2 2026 |
| Intelligent Financial Strategies | 1911000 | $207.8M | 60 | Q2 2026 |
| Sheridan Capital Management, LLC | 1926753 | $207.8M | 31 | Q2 2026 |
| Breed's Hill Capital LLC | 1963222 | $207.7M | 140 | last filed Q2 2025 |
| William B. Walkup & Associates, Inc. | 2034054 | $207.7M | 257 | Q2 2026 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | 51812 | $207.6M | 70 | Q2 2026 |
| SECURITY NATIONAL BANK OF SO DAK | 1105909 | $207.5M | 119 | last filed Q1 2026 |
| Babb Wealth Advisors LLC | 2047312 | $207.5M | 19 | Q2 2026 |
| BCK Partners, Inc. | 1845867 | $207.4M | 28 | Q2 2026 |
| Seven Bridges Advisors LLC | 1632929 | $207.4M | 16 | Q2 2026 |
| RWQ Financial Management Services, Inc. | 1846544 | $207.3M | 24 | Q2 2026 |
| Everstar Asset Management, LLC | 2023744 | $207.3M | 202 | Q2 2026 |
| Topel & Distasi Wealth Management, LLC | 1880087 | $207.3M | 57 | Q2 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | 1860719 | $207.3M | 111 | Q2 2026 |
| CIBRA Capital Ltd | 2060725 | $207.2M | 25 | last filed Q1 2026 |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP | 2046605 | $207.1M | 13 | Q2 2026 |
| CATALYST PRIVATE WEALTH, LLC | 1831193 | $207.1M | 82 | Q2 2026 |
| Tenret Co LLC | 1874146 | $207.0M | 33 | last filed Q1 2026 |
| Semus Wealth Partners LLC | 1964775 | $206.9M | 111 | Q2 2026 |
| Hofer & Associates. Inc | 1958491 | $206.9M | 70 | Q2 2026 |
| GOODWIN DANIEL L | 1119191 | $206.8M | 94 | last filed Q3 2023 |
| Mullaney, Keating & Wright, Inc. | 2135840 | $206.8M | 74 | Q2 2026 |
| Aspen Wealth Strategies, LLC | 1972517 | $206.7M | 89 | Q2 2026 |
| GordonMD Global Investments LP | 2039349 | $206.7M | 16 | Q2 2026 |
| Private Vista, LLC | 1640638 | $206.6M | 117 | last filed Q2 2020 |
| Old Peak Finance LLC | 2080991 | $206.6M | 102 | Q2 2026 |
| Avid Wealth Partners LLC | 1992344 | $206.6M | 77 | Q2 2026 |
| SUTTON PLACE INVESTORS LLC | 1930301 | $206.5M | 148 | Q2 2026 |
| ANDERA PARTNERS | 1757283 | $206.5M | 8 | Q2 2026 |
| Harrington Investments, INC | 1386364 | $206.5M | 82 | Q2 2026 |
| Corsicana & Co. | 1869923 | $206.4M | 309 | Q2 2026 |
| Stephens Group, LLC | 1427999 | $206.3M | 4 | Q2 2026 |
| Cassia Capital Partners, LLC | 1844897 | $206.3M | 69 | Q2 2026 |
| Lexington Hill Partners, LLC | 2111980 | $206.2M | 77 | Q2 2026 |
| GOLDEN ROAD ADVISORS LLC | 2014454 | $206.2M | 67 | Q2 2026 |
| TFJ Management, LLC | 2056069 | $206.1M | 11 | Q2 2026 |
| Galaxy Digital Capital Management GP LLC | 2118292 | $206.1M | 51 | Q2 2026 |
| Cook Wealth, LLC | 1910185 | $206.0M | 52 | last filed Q1 2025 |
| Creek Drive Management Group LLC | 2111824 | $206.0M | 45 | Q2 2026 |
| Flight Deck Capital, LP | 1861705 | $206.0M | 11 | Q2 2026 |
| HART & PATTERSON FINANCIAL GROUP LLC | 2015835 | $205.8M | 72 | last filed Q4 2024 |
| Lalia Capital, LLC | 2106818 | $205.7M | 15 | Q2 2026 |
| Sachetta, LLC | 2010574 | $205.7M | 1,025 | Q2 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1630936 | $205.7M | 80 | Q2 2026 |
| Pacific Edge Advisors, LLC | 1768887 | $205.6M | 39 | last filed Q3 2021 |
| First City Capital Management, Inc. | 1427350 | $205.5M | 164 | Q2 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | 2012003 | $205.4M | 60 | Q2 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | 1899146 | $205.3M | 55 | Q2 2026 |
| Balter Liquid Alternatives, LLC | 1592450 | $205.2M | 126 | last filed Q2 2019 |
| WESPAC Advisors, LLC | 1484540 | $205.1M | 200 | Q2 2026 |
| Treasure Coast Financial Planning | 1911307 | $205.0M | 48 | Q2 2026 |
| American Airlines Group Inc. | 6201 | $205.0M | 1 | Q2 2026 |
| LOWERY THOMAS, LLC | 1919701 | $204.7M | 57 | Q2 2026 |
| Birch Capital Management, LLC | 1799859 | $204.7M | 79 | Q2 2026 |
| Orcam Financial Group | 1905367 | $204.7M | 105 | Q2 2026 |
| 11.2 Capital Management, LLC | 2072160 | $204.6M | 1 | Q2 2026 |
| PINNEY & SCOFIELD, INC. | 2056763 | $204.5M | 232 | Q2 2026 |
| William Allan Corp | 1910961 | $204.5M | 62 | Q2 2026 |
| CAP Partners, LLC | 2006870 | $204.4M | 155 | Q2 2026 |
| Martin Worley Group | 2049542 | $204.4M | 91 | last filed Q2 2025 |
| Westview Management dba Westview Investment Advisors | 2073768 | $204.4M | 67 | Q2 2026 |
| BEACON ADVISORS HOLDINGS, LLC | 2114314 | $204.3M | 37 | Q2 2026 |
| Novak Financial Planning, LLC | 1843462 | $204.3M | 121 | last filed Q2 2021 |
| Snow Lake Capital (HK) Ltd | 1565316 | $204.3M | 12 | last filed Q4 2022 |
| Buckland Partners Management Co LLC | 2074628 | $204.2M | 97 | Q2 2026 |
| Confluence Wealth Management LLC | 1606810 | $204.2M | 114 | last filed Q3 2020 |
| Mithaq Capital SPC | 1834600 | $204.0M | 3 | Q2 2026 |
| EADS & HEALD WEALTH MANAGEMENT | 1035912 | $204.0M | 148 | Q2 2026 |
| Clarity Asset Management, Inc. | 1756759 | $203.9M | 66 | Q2 2026 |
| REDPOINT MANAGEMENT, LLC | 1689508 | $203.9M | 3 | Q2 2026 |
| MB Generational Wealth, LLC | 2009056 | $203.9M | 66 | Q2 2026 |
| 4J Wealth Management LLC | 1840775 | $203.9M | 111 | Q2 2026 |
| Pacific Asset Management, LLC | 2054012 | $203.8M | 76 | Q2 2026 |
| Donald L. Hagan, LLC | 1638049 | $203.7M | 86 | last filed Q3 2025 |
| Loudon Investment Management, LLC | 1597089 | $203.7M | 95 | Q2 2026 |
| AF Advisors, Inc. | 1818044 | $203.6M | 30 | Q2 2026 |
| Guardian Wealth Management, Inc. | 1910205 | $203.5M | 66 | Q2 2026 |
| Little Harbor Advisors, LLC | 1539639 | $203.4M | 6 | Q2 2026 |
| FAIRFIELD, BUSH & CO. | 1116247 | $203.4M | 126 | Q2 2026 |
| OXFORD ASSET MANAGEMENT LLP | 1438284 | $203.3M | 364 | Q2 2026 |
| Sutton Wealth Advisors Inc. | 1999828 | $203.3M | 865 | last filed Q3 2023 |
| Optimize Financial Inc | 2033266 | $203.3M | 297 | last filed Q1 2026 |
| Clay Northam Wealth Management, LLC | 1915687 | $203.3M | 109 | Q2 2026 |
| Sage Advisory Services, Ltd.Co. | 1534378 | $203.2M | 46 | Q2 2026 |
| Pettee Investors, Inc. | 1596901 | $203.2M | 115 | Q2 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | 1793923 | $203.1M | 56 | Q2 2026 |
| AtlasMark Financial, Inc | 2127120 | $203.1M | 48 | Q2 2026 |
| Rachor Investment Advisory Services, LLC | 2008792 | $203.1M | 203 | Q2 2026 |
| CORNERCAP INVESTMENT COUNSEL INC | 1062938 | $203.0M | 151 | last filed Q4 2025 |
| Bucket List Wealth Management, LLC | 2133435 | $203.0M | 63 | Q2 2026 |
| Derbend Asset Management | 1874068 | $203.0M | 114 | last filed Q1 2024 |
| Financial Alternatives, Inc | 1967227 | $202.9M | 84 | Q2 2026 |
| Flywheel Private Wealth LLC | 2029680 | $202.9M | 109 | Q2 2026 |
| Taylor & Morgan Wealth Management, LLC | 1844266 | $202.9M | 89 | Q2 2026 |
| Salus Financial Advisors, LLC | 2056601 | $202.8M | 39 | Q2 2026 |
| ELWOOD CAPITAL PARTNERS LP | 2050159 | $202.8M | 27 | Q2 2026 |
| Valley Financial Group, Inc. | 2010327 | $202.8M | 62 | Q2 2026 |
| Accel London III Associates L.P. | 1495005 | $202.7M | 1 | last filed Q2 2020 |