| American Trust Investment Advisors, LLC | 1291424 | $202.6M | 81 | Q2 2026 |
| Tower Wealth Partners, Inc. | 1852808 | $202.6M | 101 | Q2 2026 |
| Mill Road Capital Management LLC | 1512275 | $202.5M | 22 | Q2 2026 |
| EVR Research LP | 1843019 | $202.5M | 28 | Q2 2026 |
| Longview Financial Advisors LLC | 2076077 | $202.4M | 150 | Q2 2026 |
| Delphi Financial Group, Inc. | 859139 | $202.3M | 26 | Q2 2026 |
| BREITER CAPITAL MANAGEMENT INC | 1105410 | $202.3M | 134 | last filed Q1 2022 |
| STRATEGIC WEALTH MANAGEMENT INC | 849854 | $202.3M | 70 | last filed Q4 2021 |
| HILLTOP WEALTH ADVISORS, LLC | 1786241 | $202.2M | 73 | Q2 2026 |
| Winthrop Partners - WNY, LLC | 1734109 | $202.2M | 87 | Q2 2026 |
| BRANDYWINE MANAGERS, LLC | 1135121 | $202.2M | 46 | Q2 2026 |
| Orland Properties Ltd | 1550093 | $202.1M | 10 | Q2 2026 |
| Marmo Financial Group, LLC | 1964829 | $201.9M | 38 | last filed Q1 2026 |
| Farringdon Capital, Ltd. | 1750980 | $201.8M | 184 | Q2 2026 |
| Spectrum Strategic Capital Management, LLC | 1554961 | $201.8M | 79 | Q2 2026 |
| Meriwether Wealth & Planning, LLC | 2055554 | $201.7M | 122 | Q2 2026 |
| InTrack Investment Management Inc | 1847343 | $201.7M | 110 | Q2 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | 1785717 | $201.5M | 65 | Q2 2026 |
| Ahrens Investment Partners LLC | 1698481 | $201.5M | 1,015 | last filed Q1 2023 |
| Harvest Investment Advisors, LLC | 1967261 | $201.5M | 58 | Q2 2026 |
| Align Financial, LLC | 2089183 | $201.5M | 360 | Q2 2026 |
| SCRATCH CAPITAL LLC | 2055324 | $201.5M | 44 | Q2 2026 |
| SANDLER CAPITAL MANAGEMENT | 1000742 | $201.5M | 124 | Q2 2026 |
| Nierenberg Investment Management Company, LLC | 1282683 | $201.4M | 35 | Q2 2026 |
| Williamson Legacy Group, LLC | 2011965 | $201.4M | 75 | Q2 2026 |
| LAM GROUP, INC. | 1961944 | $201.4M | 139 | Q2 2026 |
| Beacon Financial Strategies CORP | 2084239 | $201.2M | 209 | Q2 2026 |
| Two West Capital Advisors LLC | 2026617 | $201.2M | 101 | Q2 2026 |
| CoreFirst Bank & Trust | 1845199 | $201.1M | 279 | Q2 2026 |
| Element Squared LLC | 2086643 | $201.0M | 49 | Q2 2026 |
| DUTCH ASSET Corp | 2115141 | $201.0M | 115 | Q2 2026 |
| Vitruvian Partners LLP | 1692590 | $201.0M | 8 | Q2 2026 |
| Marest Capital, LLC | 2010315 | $200.9M | 30 | Q2 2026 |
| LAU ASSOCIATES LLC | 1161825 | $200.9M | 94 | last filed Q4 2019 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 1898282 | $200.8M | 57 | Q2 2026 |
| Wealth Forward, LLC | 2012773 | $200.8M | 49 | Q2 2026 |
| Greater Midwest Financial Group, LLC | 2025409 | $200.6M | 65 | Q2 2026 |
| Counterweight Ventures, LLC | 2012467 | $200.6M | 81 | Q2 2026 |
| J. H. Whitney Equity Partners VI, LLC | 1394517 | $200.6M | 1 | Q2 2026 |
| Capasso Planning Partners LLC | 1911938 | $200.5M | 86 | Q2 2026 |
| Codex Capital, L.L.C. | 1832187 | $200.4M | 36 | last filed Q1 2024 |
| Marathon Mission, Inc. | 1987261 | $200.3M | 57 | Q2 2026 |
| Cognios Capital, LLC | 1548468 | $200.3M | 231 | last filed Q1 2020 |
| SCHOLTZ & COMPANY, LLC | 1606134 | $200.3M | 48 | Q2 2026 |
| McDonough Capital Management, Inc | 1912128 | $200.1M | 52 | Q2 2026 |
| Thompson David Blair | 2150492 | $200.0M | 212 | Q2 2026 |
| Brindle & Bay Financial Advisors, LLC | 2081139 | $199.9M | 86 | Q2 2026 |
| Disciplined Investors, L.L.C. | 2056242 | $199.9M | 145 | Q2 2026 |
| Guardian Wealth Advisors, LLC | 1858828 | $199.8M | 66 | Q2 2026 |
| Battery Global Advisors, LLC | 1582272 | $199.8M | 157 | Q2 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 1404780 | $199.6M | 76 | Q2 2026 |
| SHARPEPOINT LLC | 2046822 | $199.6M | 89 | Q2 2026 |
| Titus Wealth Management | 1732007 | $199.6M | 161 | last filed Q2 2022 |
| Rose Capital Advisors LLC | 2148496 | $199.5M | 107 | Q2 2026 |
| AJO, LP | 1013536 | $199.5M | 43 | last filed Q1 2021 |
| Independence Wealth Advisors, LLC | 2001765 | $199.3M | 85 | Q2 2026 |
| Cetera Trust Company, N.A | 2005547 | $199.3M | 345 | Q2 2026 |
| SEG Family Corp. | 2080629 | $199.3M | 1 | Q2 2026 |
| Strategic Planning, Inc. | 1925220 | $199.3M | 54 | last filed Q1 2026 |
| All-Stars Investment Ltd | 1633603 | $199.2M | 11 | Q2 2026 |
| Riverbend Wealth Management, LLC | 2055570 | $199.1M | 173 | Q2 2026 |
| Patrick Mauro Investment Advisor, INC. | 1953787 | $199.0M | 38 | Q2 2026 |
| DBA TRADING, LLC | 2067608 | $198.9M | 39 | Q2 2026 |
| McBroom & Associates, LLC | 1908893 | $198.9M | 37 | Q2 2026 |
| VIAWEALTH, LLC | 1965401 | $198.8M | 167 | Q2 2026 |
| Park Avenue Institutional Advisers LLC | 1640801 | $198.7M | 2 | Q2 2026 |
| Milestone Asset Management Group, LLC | 2063452 | $198.6M | 133 | Q2 2026 |
| Hilton Head Capital Partners, LLC | 2109913 | $198.5M | 912 | Q2 2026 |
| ARRIEN INVESTMENTS, INC. | 2052048 | $198.3M | 44 | Q2 2026 |
| Walker Asset Management, LLC | 1923053 | $198.2M | 152 | Q2 2026 |
| Oceanside Advisors LLC | 2012184 | $198.1M | 57 | Q2 2026 |
| OneAscent Family Office, LLC | 2055812 | $198.1M | 250 | Q2 2026 |
| Frazier Financial Advisors, LLC | 2002745 | $198.0M | 619 | Q2 2026 |
| Piedmont Capital Management, LLC | 1656150 | $198.0M | 58 | Q2 2026 |
| Kent Lake PR LLC | 2037231 | $198.0M | 41 | last filed Q3 2025 |
| Steadtrust LLC | 2097595 | $197.7M | 132 | Q2 2026 |
| Cornerstone Wealth, LLC/TN | 2135644 | $197.7M | 102 | Q2 2026 |
| Alamar Capital Management, LLC | 1846995 | $197.7M | 88 | Q2 2026 |
| Draper Asset Management, LLC | 1847921 | $197.7M | 16 | Q2 2026 |
| Vermillion & White Wealth Management Group, LLC | 1862443 | $197.7M | 69 | Q2 2026 |
| INSTRUMENTAL WEALTH, LLC | 1976010 | $197.5M | 89 | Q2 2026 |
| Prospect Financial Services LLC | 2012519 | $197.4M | 115 | Q2 2026 |
| Point Nemo Capital, LLC | 1988307 | $197.4M | 188 | Q2 2026 |
| LRZ CAPITAL LLC | 2111919 | $197.4M | 18 | Q2 2026 |
| Tri Ri Asset Management Corp | 2045579 | $197.4M | 29 | last filed Q3 2024 |
| JACKSON HILL ADVISORS, LLC | 1911159 | $197.4M | 13 | Q2 2026 |
| Van Leeuwen & Company, LLC | 1769031 | $197.3M | 88 | last filed Q1 2024 |
| Index Venture Growth Associates I Ltd | 1447961 | $197.2M | 1 | last filed Q4 2022 |
| Gildi - lifeyrissjodur | 2108148 | $197.2M | 2 | last filed Q1 2026 |
| AFFINITY INVESTMENT ADVISORS, LLC | 1520601 | $197.2M | 140 | Q2 2026 |
| Garrison Asset Management, LLC | 1519319 | $197.1M | 109 | last filed Q3 2024 |
| Optivise Advisory Services LLC | 2042876 | $197.0M | 227 | Q2 2026 |
| United Financial Planning Group LLC | 2088337 | $196.9M | 465 | Q2 2026 |
| Hill Winds Capital LP | 1683073 | $196.9M | 37 | last filed Q4 2022 |
| HG Vora Capital Management, LLC | 1525362 | $196.8M | 5 | Q2 2026 |
| Torren Management, LLC | 2096203 | $196.7M | 948 | Q2 2026 |
| Radcliff Management LLC | 1911132 | $196.6M | 1 | Q2 2026 |
| Rings Capital Management LLC | 1771122 | $196.5M | 7 | Q2 2026 |
| Cahill Wealth Management, LLC | 1927960 | $196.5M | 49 | last filed Q1 2025 |
| Rubicon Founders LLC | 2032489 | $196.4M | 3 | Q2 2026 |
| Global Wealth Management, LLC | 2039738 | $196.4M | 47 | Q2 2026 |
| Viewpoint Capital Management LLC | 1906223 | $196.3M | 120 | Q2 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 2056071 | $196.2M | 34 | Q2 2026 |
| Crystal Rock Capital Management | 1510668 | $196.2M | 34 | Q2 2026 |
| Anchor IV Pte. Ltd. | 1993966 | $196.2M | 1 | last filed Q3 2024 |
| NRI Wealth Management LC | 2027950 | $196.1M | 31 | last filed Q4 2025 |
| Lunate Capital Ltd | 2056786 | $196.0M | 10 | Q2 2026 |
| Echo Wealth Management, LLC | 1846994 | $195.9M | 47 | Q2 2026 |
| McHugh Group, LLC | 2052657 | $195.7M | 86 | Q2 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | 2103577 | $195.5M | 153 | Q2 2026 |
| Kades & Cheifetz LLC | 1957259 | $195.4M | 108 | last filed Q4 2024 |
| GREYSTONE INVESTMENT MANAGEMENT LLC | 1166741 | $195.4M | 45 | last filed Q4 2018 |
| Octahedron Capital Management L.P. | 1891904 | $195.3M | 15 | Q2 2026 |
| BANTAMAC CAPITAL, LLC | 1794972 | $195.3M | 70 | Q2 2026 |
| Revere Asset Management, Inc | 1849529 | $195.2M | 27 | last filed Q1 2026 |
| Momentous Wealth Management, Inc. | 2055574 | $195.1M | 48 | Q2 2026 |
| WestCap Management, LLC | 1838470 | $195.1M | 2 | Q2 2026 |
| SFM, LLC | 2064225 | $195.1M | 69 | Q2 2026 |
| Touchstone Capital, Inc. | 1843283 | $195.0M | 49 | last filed Q3 2025 |
| Delos Wealth Advisors, LLC | 1878326 | $195.0M | 300 | Q2 2026 |
| Finivi Inc. | 2101641 | $194.9M | 111 | Q2 2026 |
| Andesa Financial Management Inc. | 1752985 | $194.9M | 125 | last filed Q1 2023 |
| SECURED RETIREMENT ADVISORS, LLC | 2012356 | $194.9M | 134 | Q2 2026 |
| Constitution Capital LLC | 1845531 | $194.8M | 62 | Q2 2026 |
| Cosner Financial Group, LLC | 1674627 | $194.7M | 37 | Q2 2026 |
| Vontobel Swiss Wealth Advisors AG | 1634222 | $194.7M | 80 | last filed Q2 2021 |
| New Potomac Partners, LLC | 1731466 | $194.6M | 152 | last filed Q3 2024 |
| Foresters Asset Management Inc. | 1682146 | $194.6M | 46 | last filed Q2 2019 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | 2011014 | $194.5M | 67 | Q2 2026 |
| PEOPLES BANK /OH | 934866 | $194.5M | 100 | Q2 2026 |
| BIRCH FINANCIAL GROUP, LLC | 2083592 | $194.5M | 135 | Q2 2026 |
| SVRN Asset Management, LLC | 2094004 | $194.5M | 51 | Q2 2026 |
| EHRLICH FINANCIAL GROUP | 2010632 | $194.4M | 119 | Q2 2026 |
| Aurora Investment Counsel | 1316397 | $194.4M | 113 | Q2 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | 1849518 | $194.3M | 115 | Q2 2026 |
| GENTRY PRIVATE WEALTH, LLC | 2022634 | $194.3M | 108 | Q2 2026 |
| RMR Advisors LLC | 1177132 | $194.3M | 101 | last filed Q3 2020 |
| International Private Wealth Advisors LLC | 2022637 | $194.3M | 160 | Q2 2026 |
| Planning Solutions Group LLC | 1766969 | $194.3M | 140 | last filed Q2 2019 |
| Key Capital Management, INC | 2107249 | $194.2M | 726 | Q2 2026 |
| MACRO Consulting Group | 1762388 | $194.2M | 102 | last filed Q2 2021 |
| UBP Investment Advisors SA | 1727588 | $194.2M | 80 | last filed Q3 2022 |
| Ibex Investors LLC | 1531964 | $194.1M | 15 | Q2 2026 |
| Pioneer Family Office, LLC | 2135110 | $194.0M | 129 | Q2 2026 |
| True Vision MN LLC | 2013460 | $193.9M | 98 | last filed Q1 2026 |
| TMT General Partner Ltd | 1847582 | $193.8M | 3 | Q2 2026 |
| Ailanthus Capital Management, LP | 1653400 | $193.8M | 19 | last filed Q2 2019 |
| SC XII MANAGEMENT LLC | 1374246 | $193.7M | 1 | last filed Q1 2024 |
| Jackson Financial Management | 1730475 | $193.7M | 43 | last filed Q4 2019 |
| Sourcerock Fund LP | 1822534 | $193.7M | 12 | last filed Q1 2021 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 1013234 | $193.7M | 122 | Q2 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | 1275880 | $193.6M | 108 | Q2 2026 |
| Echo45 Advisors LLC | 1908617 | $193.6M | 78 | Q2 2026 |
| Ballew Advisors, Inc | 1729096 | $193.5M | 129 | Q2 2026 |
| Williams Financial, LLC | 1846923 | $193.5M | 30 | Q2 2026 |
| McClarren Financial Advisors, Inc. | 1842974 | $193.5M | 85 | Q2 2026 |
| Share Andrew L. | 1693672 | $193.4M | 19 | Q2 2026 |
| Code Waechter LLC | 2039212 | $193.3M | 127 | Q2 2026 |
| ROI Financial Advisors, LLC | 2011633 | $193.3M | 70 | Q2 2026 |
| Channing Global Advisors, LLC | 1901222 | $193.2M | 41 | Q2 2026 |
| Valley Financial Management, Inc. | 1128122 | $193.2M | 42 | last filed Q2 2023 |
| Berbice Capital Management LLC | 2051605 | $193.2M | 87 | Q2 2026 |
| Brown Shipley& Co Ltd | 1912970 | $193.1M | 75 | Q2 2026 |
| Hurley Capital, LLC | 1632844 | $193.1M | 657 | Q2 2026 |
| LeClair Wealth Partners LLC | 2056667 | $193.0M | 132 | Q2 2026 |
| Velanne Asset Management Ltd | 1766802 | $193.0M | 18 | last filed Q3 2021 |
| Dickmeyer Boyce Financial Management, Inc. | 2038325 | $193.0M | 129 | Q2 2026 |
| JERICHO FINANCIAL, LLP | 1841173 | $193.0M | 41 | Q2 2026 |
| Carter Financial Group, INC. | 1919749 | $192.9M | 134 | Q2 2026 |
| QSM Asset Management Ltd | 2058325 | $192.9M | 24 | Q2 2026 |
| Lighthouse Financial LLC | 2057556 | $192.9M | 76 | Q2 2026 |
| M3 Advisory Group, LLC | 2014826 | $192.8M | 156 | Q2 2026 |
| Manuka Financial, LLC | 2049064 | $192.6M | 55 | Q2 2026 |
| Occam Crest Management LP | 2085909 | $192.6M | 33 | Q2 2026 |
| Wernau Asset Management Inc. | 2053236 | $192.5M | 48 | Q2 2026 |
| Mustard Seed Financial, LLC | 2011321 | $192.5M | 97 | Q2 2026 |
| Emergent Wealth Advisors, LLC | 1799880 | $192.4M | 122 | Q2 2026 |
| Anderson Financial Strategies, LLC | 2018166 | $192.4M | 36 | Q2 2026 |
| Richmond Brothers, Inc. | 1540462 | $192.3M | 96 | Q2 2026 |
| Legacy Investment Solutions, LLC | 2044858 | $192.1M | 741 | last filed Q2 2025 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 1907480 | $192.1M | 89 | Q2 2026 |
| Shelter Harbor Advisors, LP | 1697803 | $192.0M | 18 | last filed Q4 2019 |
| Henson-Edgewater Management, LLC | 2115631 | $192.0M | 66 | Q2 2026 |
| Cyr Financial Inc. | 2010666 | $192.0M | 62 | Q2 2026 |
| Seros Financial, LLC | 2039918 | $192.0M | 66 | Q2 2026 |
| ATLANTIC INVESTMENT MANAGEMENT, INC. | 1063296 | $192.0M | 12 | Q2 2026 |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1540142 | $191.9M | 684 | last filed Q2 2021 |
| Chico Wealth RIA | 1926037 | $191.9M | 49 | Q2 2026 |
| BayBridge Capital Group, LLC | 1898297 | $191.9M | 96 | Q2 2026 |
| Richmond Hill Investments, LLC | 1455952 | $191.9M | 3 | last filed Q3 2025 |
| Granby Capital Management, LLC | 1857581 | $191.7M | 14 | Q2 2026 |
| White Wing Wealth Management | 2001473 | $191.7M | 40 | Q2 2026 |
| Presper Financial Architects, LLC | 2066674 | $191.7M | 55 | Q2 2026 |
| First Capital Advisors Group, LLC. | 1681126 | $191.6M | 970 | last filed Q2 2023 |
| Strategic Financial Planning, Inc. | 1802277 | $191.6M | 41 | Q2 2026 |
| H PARTNERS MANAGEMENT, LLC | 1364412 | $191.5M | 2 | Q2 2026 |
| MARLIN SAMS CAPITAL MANAGEMENT LLC | 1608618 | $191.5M | 3 | last filed Q3 2024 |
| Ewing Morris & Co. Investment Partners Ltd. | 1846838 | $191.4M | 89 | Q2 2026 |
| ATMOS ADVISORY, LLC | 1905162 | $191.3M | 20 | Q2 2026 |
| Lee, Kelleher & Klein Wealth Management | 2063827 | $191.2M | 49 | Q2 2026 |
| Pillar Financial Advisors, LLC | 2054958 | $191.2M | 114 | Q2 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1906227 | $191.1M | 39 | Q2 2026 |
| Propel Bio Management, LLC | 1969764 | $191.1M | 29 | Q2 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 1061555 | $191.1M | 102 | Q2 2026 |
| Ascension Asset Management LLC | 1714062 | $191.1M | 86 | last filed Q2 2024 |
| Magnolia Wealth Management, LLC | 1908732 | $191.0M | 17 | Q2 2026 |
| Martin Capital Advisors, LLP | 1904126 | $190.8M | 77 | Q2 2026 |
| Bullfrog Capital GP, Ltd. | 1801182 | $190.7M | 3 | last filed Q3 2023 |
| Keystone Financial Group, Inc. | 2053642 | $190.5M | 122 | Q2 2026 |
| Gridiron Partners, LLC | 1910867 | $190.5M | 51 | Q2 2026 |
| GK Wealth Management LLC | 2069222 | $190.5M | 234 | Q2 2026 |
| R Squared Ltd | 1896148 | $190.4M | 509 | Q2 2026 |
| ES4, LLC | 2095578 | $190.4M | 32 | Q2 2026 |
| BETO FINANCIAL GROUP, LLC | 2104828 | $190.4M | 154 | Q2 2026 |
| Alpha Financial Partners LLC | 1966219 | $190.3M | 118 | Q2 2026 |
| Blue Oak Capital, LLC | 1307125 | $190.3M | 67 | last filed Q2 2025 |
| CHESAPEAKE CAPITAL CORP /IL/ | 1093908 | $190.3M | 169 | Q2 2026 |
| Niatross Investments Ltd | 2093071 | $190.2M | 1 | Q2 2026 |
| SIB LLC | 1426857 | $189.8M | 19 | last filed Q4 2024 |
| Lykos Global Management, LP | 2009895 | $189.8M | 3 | Q2 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | 1218199 | $189.7M | 6 | Q2 2026 |
| DAHRING | CUSMANO LLC | 2053669 | $189.6M | 62 | Q2 2026 |
| Hara Capital LLC | 2010015 | $189.6M | 307 | Q2 2026 |
| AllSquare Wealth Management LLC | 1633674 | $189.5M | 539 | last filed Q3 2025 |
| Acasta Partners UK LLP | 2090007 | $189.5M | 18 | Q2 2026 |
| Fearless Solutions, LLC dba Best Invest | 2094159 | $189.4M | 139 | Q2 2026 |
| Knott David M Jr | 1892770 | $189.2M | 84 | Q2 2026 |
| Granite FO LLC | 2034090 | $189.1M | 171 | Q2 2026 |
| Union Bancaire Privee Asset Management LLC | 1775889 | $189.0M | 37 | last filed Q1 2021 |
| UNDERHILL INVESTMENT MANAGEMENT LLC | 1512545 | $189.0M | 20 | last filed Q1 2019 |
| FWG Investments, LLC. | 1944877 | $189.0M | 116 | Q2 2026 |
| Madrid Financial Services | 2135336 | $189.0M | 26 | Q2 2026 |
| FFG RETIREMENT ADVISORS LLC | 1966438 | $188.9M | 43 | Q2 2026 |
| Councilmark Asset Management, LLC | 2022076 | $188.9M | 84 | Q2 2026 |
| Bauman Advisory Group, LLC | 2111802 | $188.9M | 81 | Q2 2026 |
| C-J Advisory, Inc. | 1773030 | $188.8M | 34 | last filed Q3 2021 |
| WC Walker & Associates, Inc. | 1847258 | $188.8M | 70 | last filed Q4 2022 |
| SALT Holding Corp. | 1996109 | $188.8M | 25 | Q2 2026 |
| Nalanda India Fund LTD | 1430193 | $188.7M | 1 | last filed Q2 2025 |
| VestGen Investment Management | 1511739 | $188.5M | 218 | Q2 2026 |
| General Catalyst Group Management, LLC | 1637946 | $188.5M | 14 | Q2 2026 |
| CINCINNATI CASUALTY CO | 1279888 | $188.5M | 24 | Q2 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1607355 | $188.4M | 513 | Q2 2026 |
| Asymmetry Capital Management, L.P. | 1657134 | $188.4M | 24 | last filed Q4 2021 |
| Ledgewood Wealth Advisors, LLC | 2064043 | $188.4M | 77 | Q2 2026 |
| Isabella Capital Management LLP | 2134988 | $188.3M | 7 | Q2 2026 |
| Traction Financial Partners, LLC | 2007748 | $188.3M | 61 | Q2 2026 |
| Astra Wealth Partners LLC | 2054825 | $188.1M | 102 | Q2 2026 |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 1426774 | $188.0M | 39 | Q2 2026 |
| CALIBER WEALTH MANAGEMENT, LLC | 1800453 | $188.0M | 58 | last filed Q1 2024 |