| Inman Jager Wealth Management, LLC | 2052044 | $187.9M | 90 | Q2 2026 |
| PSP Research LLC | 2106939 | $187.9M | 75 | Q2 2026 |
| EUDAIMONIA ADVISORS LLC | 1905084 | $187.8M | 161 | last filed Q1 2024 |
| Trivant Custom Portfolio Group, LLC | 1977992 | $187.8M | 82 | Q2 2026 |
| Kingstone Capital Partners Texas, LLC | 2057208 | $187.8M | 60 | Q2 2026 |
| Dynamic Wealth Strategies, LLC | 1812853 | $187.8M | 291 | Q2 2026 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 2013713 | $187.7M | 62 | Q2 2026 |
| Comprehensive Financial Planning, Inc./PA | 2044855 | $187.6M | 427 | Q2 2026 |
| St. Louis Financial Planners Asset Management, LLC | 1966171 | $187.5M | 30 | Q2 2026 |
| Thoma Capital Management LLC | 2060298 | $187.5M | 53 | Q2 2026 |
| AI-Squared Management Ltd | 1933952 | $187.5M | 19 | Q2 2026 |
| INNEALTA CAPITAL, LLC | 1752579 | $187.4M | 91 | Q2 2026 |
| Farrow Financial, Inc. | 2010644 | $187.3M | 55 | Q2 2026 |
| C V STARR & CO INC | 1340459 | $187.3M | 5 | Q2 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | 1910845 | $187.3M | 79 | Q2 2026 |
| Snowhook Capital Management LP | 1849613 | $187.2M | 13 | last filed Q4 2022 |
| Meadowbrook Advisors Group, LLC | 2119283 | $187.1M | 169 | Q2 2026 |
| JCP Investment Management, LLC | 1461945 | $187.1M | 26 | Q2 2026 |
| McAlister, Sweet & Associates, Inc. | 1774087 | $187.1M | 41 | Q2 2026 |
| Wall Street Financial Group, Inc. | 2019337 | $187.1M | 120 | Q2 2026 |
| Quantitative Strategies, Inc. | 1810224 | $187.0M | 23 | last filed Q4 2024 |
| Obsido Oy | 2067281 | $187.0M | 20 | Q2 2026 |
| WARBURG PINCUS LLC | 1162870 | $187.0M | 1 | Q2 2026 |
| Hudson Canyon Capital Management | 1978883 | $187.0M | 50 | Q2 2026 |
| LTS Liquid Investments LLC | 1973154 | $186.9M | 8 | Q2 2026 |
| Ponta Wealth Partners, LLC | 2107740 | $186.9M | 199 | Q2 2026 |
| Mercer Capital Advisers, Inc. | 1631185 | $186.9M | 149 | last filed Q3 2021 |
| Rudd International, Inc. | 1783477 | $186.9M | 72 | last filed Q2 2020 |
| MARSHWINDS ADVISORY CO | 1281011 | $186.8M | 124 | last filed Q4 2018 |
| OPINICUS CAPITAL, INC. | 2009743 | $186.8M | 105 | Q2 2026 |
| Robinson Value Management, Ltd. | 1694283 | $186.7M | 75 | Q2 2026 |
| Solas Capital Management, LLC | 1604867 | $186.6M | 21 | Q2 2026 |
| Fee-Only Financial Planning, L.C. | 1954044 | $186.6M | 45 | Q2 2026 |
| Oakum Bay Capital LLC | 1571727 | $186.6M | 88 | last filed Q1 2026 |
| Erickson Financial Group, LLC | 1797734 | $186.6M | 25 | Q2 2026 |
| SummerHaven Investment Management, LLC | 1846436 | $186.6M | 192 | Q2 2026 |
| Financial Designs Corp | 1561383 | $186.6M | 41 | Q2 2026 |
| Bay Capital Advisors, LLC | 2055414 | $186.5M | 108 | Q2 2026 |
| Vantus Wealth LLC | 2109783 | $186.5M | 236 | Q2 2026 |
| Widmann Financial Services, Inc. | 1906640 | $186.5M | 123 | Q2 2026 |
| Adirondack Capital Advisors, LLC | 2107623 | $186.5M | 45 | Q2 2026 |
| Financial Planning Hawaii, Inc. | 2105146 | $186.4M | 134 | Q2 2026 |
| Invera Wealth Advisors, LLC | 1976780 | $186.4M | 132 | Q2 2026 |
| Forbes Financial Planning, Inc. | 1911316 | $186.4M | 38 | Q2 2026 |
| Brookmont Capital Management | 1512978 | $186.4M | 61 | Q2 2026 |
| SOUTH PLAINS FINANCIAL, INC. | 1163668 | $186.2M | 209 | Q2 2026 |
| Optimus Capital Advisors, LLC | 2140431 | $186.2M | 43 | Q2 2026 |
| PROVENCE WEALTH MANAGEMENT GROUP | 1925991 | $186.1M | 461 | last filed Q4 2023 |
| Palliser Capital (UK) Ltd | 1881490 | $186.0M | 23 | Q2 2026 |
| TI-TRUST, INC | 1802284 | $186.0M | 132 | Q2 2026 |
| General Partner, Inc. | 1800508 | $185.9M | 167 | Q2 2026 |
| Tranquilli Financial Advisor LLC | 1847769 | $185.8M | 135 | Q2 2026 |
| Live Oak Investment Partners | 1822262 | $185.8M | 93 | Q2 2026 |
| Fingerlakes Wealth Management, Inc. | 1910248 | $185.8M | 101 | Q2 2026 |
| Aspire Wealth Management Corp | 1916412 | $185.8M | 196 | last filed Q3 2024 |
| KPCB XIII Associates, LLC | 1500595 | $185.7M | 3 | last filed Q3 2023 |
| Omega Fund Management, LLC | 1637359 | $185.7M | 10 | Q2 2026 |
| LEIGH BALDWIN & CO., LLC | 946629 | $185.7M | 182 | Q2 2026 |
| Grafton Street Partners Fund, LP | 1921789 | $185.6M | 10 | last filed Q3 2025 |
| Godshalk Welsh Capital Management, Inc. | 1631775 | $185.6M | 137 | Q2 2026 |
| HERON FINANCIAL GROUP, LLC | 1803648 | $185.6M | 142 | last filed Q2 2023 |
| Northland Capital Management LLC | 1693032 | $185.5M | 30 | Q2 2026 |
| Lane & Associates LLC | 2018909 | $185.5M | 115 | last filed Q1 2025 |
| Fullen Financial Group | 1822731 | $185.5M | 59 | last filed Q1 2023 |
| MELFA WEALTH MANAGEMENT, INC. | 1962465 | $185.5M | 196 | Q2 2026 |
| Anchor Bay Capital, Inc. | 2083500 | $185.3M | 341 | Q2 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 1936380 | $185.3M | 39 | Q2 2026 |
| WINCAP FINANCIAL LLC | 2064588 | $185.2M | 91 | Q2 2026 |
| Integrated Financial Solutions, Inc. | 2086529 | $185.1M | 36 | Q2 2026 |
| American Alpha Advisors, LLC | 2041441 | $185.1M | 93 | Q2 2026 |
| Byrne Asset Management LLC | 1911322 | $185.1M | 591 | Q2 2026 |
| Astor Investment Management LLC | 1598416 | $185.1M | 28 | last filed Q2 2025 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | 1599275 | $185.0M | 15 | Q2 2026 |
| Compass Planning Associates Inc | 2046823 | $185.0M | 33 | Q2 2026 |
| CCMP Capital GP, LLC | 1674350 | $185.0M | 1 | last filed Q2 2023 |
| Farrell Financial LLC | 2031235 | $184.9M | 83 | Q2 2026 |
| Millstone Evans Group, LLC | 2041943 | $184.8M | 877 | Q2 2026 |
| Positano Wealth Management Ltd | 2137428 | $184.8M | 24 | Q2 2026 |
| Silver Grove Financial Group, Inc. | 2111172 | $184.8M | 2,450 | Q2 2026 |
| WealthTrust Asset Management, LLC | 1867894 | $184.7M | 111 | Q2 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1849497 | $184.7M | 97 | Q2 2026 |
| Hibernia Wealth Partners, LLC | 1950637 | $184.6M | 82 | Q2 2026 |
| SCHRODERS IS Ltd | 1706247 | $184.5M | 3 | last filed Q4 2022 |
| INCOME RESEARCH & MANAGEMENT | 1165830 | $184.5M | 30 | Q2 2026 |
| Daner Wealth Management, LLC | 1956649 | $184.5M | 96 | Q2 2026 |
| Dale Q Rice Investment Management Ltd | 2041427 | $184.4M | 68 | Q2 2026 |
| ZynergyRetirementPlanningLLC | 2031137 | $184.4M | 26 | Q2 2026 |
| Sanchez Levi Garrett | 2126627 | $184.3M | 74 | Q2 2026 |
| Sun Mountain Capital Ltd | 1636044 | $184.2M | 2 | Q2 2026 |
| Tacita Capital Inc | 1846287 | $184.2M | 214 | Q2 2026 |
| FUTURE YOU WEALTH LLC | 2055142 | $184.1M | 58 | last filed Q2 2025 |
| Ervin Investment Management, LLC | 1907802 | $184.1M | 47 | Q2 2026 |
| Commerce Advisors, LLC | 1567247 | $184.1M | 128 | Q2 2026 |
| Sterling Wealth Advisors Inc | 1943937 | $184.0M | 20 | Q2 2026 |
| WFA Asset Management Corp | 1994434 | $184.0M | 196 | last filed Q3 2025 |
| Triavera Capital LLC | 2011325 | $183.8M | 15 | Q2 2026 |
| BXM Wealth LLC | 2052379 | $183.8M | 163 | Q2 2026 |
| Legend Capital Advisors LLC | 2111719 | $183.8M | 62 | Q2 2026 |
| Northern Lights Advisors, Inc. | 2127798 | $183.8M | 72 | Q2 2026 |
| Menard Financial Group LLC | 1803156 | $183.7M | 80 | Q2 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | 917579 | $183.7M | 40 | Q2 2026 |
| Index Venture Growth Associates II Ltd | 1736898 | $183.7M | 2 | last filed Q3 2019 |
| Integer Wealth Advisors Group LLC | 1802098 | $183.6M | 81 | last filed Q1 2021 |
| RETIREMENT PLANNING GROUP, LLC / NY | 2057004 | $183.5M | 108 | Q2 2026 |
| LeConte Wealth Management, LLC | 2060443 | $183.5M | 179 | Q2 2026 |
| HERBST GROUP, LLC | 1909319 | $183.5M | 65 | Q2 2026 |
| Millennium Capital Advisors, LLC | 2097025 | $183.4M | 137 | Q2 2026 |
| Alpha Wealth Funds, LLC | 2059327 | $183.4M | 63 | Q2 2026 |
| BCO Wealth Management LLC | 2054749 | $183.4M | 45 | Q2 2026 |
| MCGUIRE CAPITAL ADVISORS INC | 2112006 | $183.3M | 915 | Q2 2026 |
| Cascade Investment Advisors, Inc. | 1681490 | $183.3M | 113 | Q2 2026 |
| Rainsberger Wealth Advisors, Inc. | 1912314 | $183.3M | 69 | last filed Q4 2023 |
| Caitlin John, LLC | 2010947 | $183.2M | 1,000 | Q2 2026 |
| Forrestal Agricultural Corp | 1909343 | $183.2M | 1 | last filed Q4 2021 |
| CAERUS INVESTORS, LLC | 1729932 | $183.1M | 47 | last filed Q1 2019 |
| Crew Capital Management, Ltd | 1835669 | $183.1M | 112 | Q2 2026 |
| OPUS INVESTMENT MANAGEMENT INC | 1097833 | $183.0M | 31 | Q2 2026 |
| BUSH INVESTMENT GROUP, LLC | 1966640 | $183.0M | 38 | last filed Q1 2026 |
| BNB Wealth Management, LLC | 2111175 | $182.9M | 94 | Q2 2026 |
| Claris Financial LLC | 2060278 | $182.8M | 177 | last filed Q1 2026 |
| Tevis Investment Management | 1940416 | $182.8M | 104 | Q2 2026 |
| Cannon Wealth Management Services, LLC | 2043725 | $182.8M | 99 | Q2 2026 |
| Passumpsic Savings Bank | 2023170 | $182.7M | 90 | last filed Q4 2025 |
| TB Capital Gestao de Recursos Ltda. | 2077092 | $182.7M | 19 | Q2 2026 |
| Solano Wealth Management, Inc. | 1978905 | $182.6M | 31 | last filed Q2 2024 |
| XP Advisory US, Inc. | 2147967 | $182.6M | 81 | Q2 2026 |
| Legacies Wealth LLC | 1755933 | $182.6M | 109 | Q2 2026 |
| CERTIOR FINANCIAL GROUP, LLC | 2055620 | $182.5M | 146 | Q2 2026 |
| Nicholas Wealth, LLC. | 1911391 | $182.5M | 127 | Q2 2026 |
| MEMBERS WEALTH LLC | 2059574 | $182.4M | 120 | Q2 2026 |
| Darwins River Capital, LP | 2064978 | $182.4M | 26 | Q2 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | 1509873 | $182.3M | 66 | Q2 2026 |
| Lakewood Asset Management LLC | 1966581 | $182.3M | 107 | Q2 2026 |
| TPG Advisors LLC | 2033388 | $182.2M | 115 | Q2 2026 |
| PRENTISS SMITH & CO INC | 1134687 | $182.2M | 67 | Q2 2026 |
| Magnolia Private Wealth, LLC | 2055130 | $182.2M | 153 | Q2 2026 |
| Shotwell Rutter Baer Inc | 2008310 | $182.1M | 38 | Q2 2026 |
| Brewster Financial Planning LLC | 1898145 | $182.1M | 30 | Q2 2026 |
| First National Bank of Hutchinson | 1313871 | $182.1M | 90 | Q2 2026 |
| CROWN ADVISORS MANAGEMENT, INC. | 1733248 | $182.1M | 43 | Q2 2026 |
| PUREfi Wealth, LLC | 2001520 | $182.1M | 208 | Q2 2026 |
| EQ WEALTH ADVISORS, LLC | 2047572 | $182.0M | 57 | Q2 2026 |
| Fosse Capital Partners LLP | 1789908 | $182.0M | 3 | Q2 2026 |
| Taylor Financial Group, Inc. | 2012516 | $181.9M | 103 | Q2 2026 |
| Elevate Capital Advisors, LLC | 1909571 | $181.9M | 77 | Q2 2026 |
| Lagoda Investment Management, L.P. | 1632108 | $181.9M | 25 | Q2 2026 |
| Wilkins Miller Wealth Management, LLC | 2057318 | $181.8M | 95 | Q2 2026 |
| Prairie Sky Financial Group LLC | 1985274 | $181.8M | 71 | last filed Q2 2025 |
| PERSPECTIVE WEALTH ADVISORS LLC | 2080427 | $181.8M | 70 | Q2 2026 |
| AMES NATIONAL CORP | 1132651 | $181.8M | 69 | Q2 2026 |
| Charter Oak Advisors LP | 2022905 | $181.8M | 14 | Q2 2026 |
| Dean, Jacobson Financial Services, LLC | 1869456 | $181.7M | 22 | Q2 2026 |
| Baring Financial LLC | 2052588 | $181.7M | 83 | Q2 2026 |
| Fiduciary Wealth Partners, LLC | 1666504 | $181.7M | 69 | Q2 2026 |
| Hidden Cove Wealth Management, LLC | 1963736 | $181.6M | 133 | Q2 2026 |
| SCALAR GAUGE MANAGEMENT, LLC | 1965542 | $181.6M | 27 | Q2 2026 |
| Fort Henry Capital, LLC | 1843536 | $181.5M | 17 | Q2 2026 |
| Retirement Wealth Solutions LLC | 2044741 | $181.5M | 811 | Q2 2026 |
| Dominguez Wealth Management Solutions, Inc. | 1881335 | $181.5M | 75 | Q2 2026 |
| Addis & Hill, Inc | 2016470 | $181.5M | 29 | Q2 2026 |
| Rayburn West Financial Services LLC | 2107467 | $181.4M | 81 | Q2 2026 |
| New Vernon Capital Holdings II LLC | 1512538 | $181.4M | 73 | Q2 2026 |
| Clearwave Capital, LLC | 2111821 | $181.4M | 166 | Q2 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | 1808179 | $181.3M | 111 | Q2 2026 |
| Renaissance Capital LLC | 1535058 | $181.3M | 52 | Q2 2026 |
| Gabalex Capital Management LLC | 1454423 | $181.3M | 17 | last filed Q3 2022 |
| Ariston Services Group | 1743859 | $181.2M | 70 | Q2 2026 |
| Integras Partners LLC | 2055384 | $181.2M | 100 | Q2 2026 |
| Argo Wealth Advisory, LLC | 2104895 | $181.2M | 50 | Q2 2026 |
| Nova Wealth Management, Inc. | 2051980 | $181.2M | 570 | Q2 2026 |
| Daviman Financial, LLC | 2104394 | $181.1M | 92 | Q2 2026 |
| Grafton Street Partners Management Company, LLC | 1923769 | $181.1M | 10 | Q2 2026 |
| Nolet Wealth Management, LLC | 2056656 | $181.1M | 112 | Q2 2026 |
| Meixler Investment Management, Ltd. | 1911615 | $181.1M | 89 | Q2 2026 |
| Torch Wealth Management LLC | 1598898 | $181.0M | 111 | last filed Q4 2019 |
| Clayton Financial Group LLC | 2011212 | $180.9M | 65 | Q2 2026 |
| Axecap Investments, LLC | 2030036 | $180.8M | 73 | Q2 2026 |
| My Portfolio Guide, LLC | 2132204 | $180.8M | 166 | last filed Q1 2026 |
| Asset Management Advisors, LLC | 1596355 | $180.8M | 17 | Q2 2026 |
| Rochester Wealth Strategies, LLC | 1958456 | $180.7M | 27 | Q2 2026 |
| Arrow Capital Management, LLC | 1389082 | $180.6M | 21 | Q2 2026 |
| Upper Left Wealth Management, LLC | 1911228 | $180.5M | 73 | Q2 2026 |
| Redwood Financial Network Corp | 1927724 | $180.3M | 192 | Q2 2026 |
| HERITAGE WEALTH MANAGEMENT, LLC | 1834505 | $180.2M | 168 | last filed Q2 2024 |
| Clarity Wealth Development LLC | 2048774 | $180.2M | 59 | Q2 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | 2044575 | $180.1M | 62 | Q2 2026 |
| AMIRAL GESTION | 1828064 | $180.0M | 16 | last filed Q1 2026 |
| Legacy Wealth Partners, Inc. | 1725243 | $180.0M | 90 | last filed Q2 2021 |
| Potrero Capital Research LLC | 1536630 | $179.9M | 44 | Q2 2026 |
| Investment Partners Asset Management, Inc. | 1384416 | $179.9M | 168 | Q2 2026 |
| Grant/GrossMendelsohn, LLC | 1810677 | $179.9M | 134 | last filed Q1 2025 |
| Haveli Investment Management LLC | 2022286 | $179.9M | 4 | Q2 2026 |
| URS Advisory LLC | 2111352 | $179.7M | 61 | Q2 2026 |
| Cox Capital Mgt LLC | 1748728 | $179.7M | 81 | Q2 2026 |
| Watchtower Advisors, LP | 1807092 | $179.6M | 11 | Q2 2026 |
| IMG Wealth Management, Inc. | 2032103 | $179.5M | 612 | Q2 2026 |
| Three Magnolias Financial Advisors, LLC | 2056795 | $179.5M | 112 | Q2 2026 |
| Gould Capital, LLC | 1908965 | $179.4M | 217 | Q2 2026 |
| Knoll Capital Management, LLC | 1325083 | $179.3M | 37 | Q2 2026 |
| GUERRA PAN ADVISORS, LLC | 1910386 | $179.2M | 118 | Q2 2026 |
| WALDEN WEALTH PARTNERS LLC | 2015425 | $179.2M | 87 | last filed Q2 2024 |
| Braun-Bostich & Associates Inc. | 1740842 | $179.1M | 135 | Q2 2026 |
| Sanchez Gaunt Capital Management, LLC | 2113492 | $179.1M | 189 | Q2 2026 |
| VISTA FINANCE, LLC | 1893809 | $178.9M | 69 | Q2 2026 |
| Langdon Equity Partners | 2111148 | $178.9M | 9 | Q2 2026 |
| THRYVE WEALTH MANAGEMENT LLC | 2113283 | $178.9M | 38 | Q2 2026 |
| Rareview Capital LLC | 2044533 | $178.8M | 51 | Q2 2026 |
| BIEGEL & WALLER LLC | 1122470 | $178.8M | 74 | last filed Q3 2019 |
| SG Americas Securities, LLC | 1313360 | $178.7M | 3,333 | Q2 2026 |
| IMMERSION CORP | 1058811 | $178.7M | 7 | Q2 2026 |
| DecisionMap Wealth Management, LLC | 2001526 | $178.7M | 145 | Q2 2026 |
| Sandell Asset Management Corp. | 1140474 | $178.7M | 28 | last filed Q3 2020 |
| Kamunting Street Capital Management, L.P. | 1317267 | $178.6M | 25 | Q2 2026 |
| PURSUE WEALTH PARTNERS LLC | 1911091 | $178.6M | 91 | Q2 2026 |
| Rolek Wealth Management LLC | 2051339 | $178.6M | 23 | Q2 2026 |
| Harborview Advisors, LLC | 1730890 | $178.5M | 106 | last filed Q3 2021 |
| Reyes Financial Architecture, Inc. | 2047201 | $178.5M | 317 | Q2 2026 |
| Salvus Wealth Management, LLC | 1809236 | $178.5M | 125 | Q2 2026 |
| Clear Perspectives Financial Planning, LLC | 1841174 | $178.4M | 196 | last filed Q1 2023 |
| CASCADE INVESTMENT GROUP, INC. | 919447 | $178.3M | 156 | Q2 2026 |
| Gallacher Capital Management LLC | 1960749 | $178.3M | 258 | Q2 2026 |
| Bullish | 1872195 | $178.2M | 3 | Q2 2026 |
| Royal Capital Wealth Management, LLC | 1904323 | $178.2M | 101 | Q2 2026 |
| Newport Capital Group, LLC | 1869032 | $178.1M | 58 | Q2 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | 711987 | $178.1M | 29 | Q2 2026 |
| Von Berge Wealth Management Group, LLC | 1908070 | $178.1M | 64 | last filed Q2 2025 |
| FACT Capital, LP | 1964400 | $178.0M | 17 | Q2 2026 |
| Sarissa Capital Management LP | 1577524 | $177.9M | 10 | Q2 2026 |
| Financial Advocates Investment Management | 1730293 | $177.9M | 104 | last filed Q3 2025 |
| NAPATREE CAPITAL LLC | 2015964 | $177.8M | 195 | last filed Q1 2025 |
| Ownership Capital B.V. | 1656735 | $177.7M | 21 | last filed Q3 2025 |
| North Ridge Wealth Advisors, Inc. | 1974277 | $177.7M | 192 | last filed Q1 2026 |
| RIHO Partners, LLC | 2112884 | $177.7M | 14 | Q2 2026 |
| Bulwark Capital Corp | 2075899 | $177.7M | 105 | Q2 2026 |
| Montaka Global Pty Ltd | 2104890 | $177.6M | 20 | Q2 2026 |
| Cross Staff Investments Inc | 1900406 | $177.6M | 133 | Q2 2026 |
| Rydar Equities, Inc. | 2065487 | $177.6M | 107 | Q2 2026 |
| Objectivity Squared, LLC | 2011113 | $177.5M | 56 | Q2 2026 |
| J.E. Simmons & Co., P.C. | 2111381 | $177.5M | 72 | Q2 2026 |
| CHRISTINE MESSMER PC | 2097609 | $177.5M | 86 | Q2 2026 |
| Medicxi Ventures Management (Jersey) Ltd | 1715579 | $177.4M | 3 | Q2 2026 |
| Blackston Financial Advisory Group, LLC | 1910984 | $177.4M | 106 | Q2 2026 |
| SAGEVIEW CAPITAL LP | 1389563 | $177.4M | 1 | last filed Q2 2019 |
| REGENERON PHARMACEUTICALS, INC. | 872589 | $177.2M | 3 | Q2 2026 |
| Silicon Hills Wealth Management, LLC | 1799054 | $177.2M | 84 | last filed Q2 2023 |
| Marathon Strategic Advisors, LLC | 2021711 | $177.1M | 50 | Q2 2026 |
| Holcombe Financial, Inc. | 2056177 | $177.1M | 51 | Q2 2026 |
| Clark Wealth Partners | 2107657 | $177.1M | 571 | Q2 2026 |
| WORMSER FRERES GESTION | 2051288 | $177.0M | 66 | Q2 2026 |
| AdviceOne Advisory Services, LLC | 1998980 | $177.0M | 45 | Q2 2026 |