| ACCREDITED INVESTOR SERVICES, LLC | 2028621 | $177.0M | 81 | Q2 2026 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1564835 | $177.0M | 158 | Q2 2026 |
| Vannoy Advisory Group, Inc. | 2011808 | $176.9M | 30 | Q2 2026 |
| IvyRock Asset Management (HK) Ltd | 1809525 | $176.9M | 25 | Q2 2026 |
| W.H. Cornerstone Investments Inc. | 1940823 | $176.8M | 141 | Q2 2026 |
| Jacksonville Wealth Management, LLC | 2048486 | $176.8M | 76 | Q2 2026 |
| Five Pine Wealth Management | 2041807 | $176.7M | 51 | Q2 2026 |
| Forthright Family Wealth Advisory LLC | 2008648 | $176.7M | 57 | Q2 2026 |
| TLW Wealth Management, LLC | 1767217 | $176.7M | 20 | Q2 2026 |
| Integre Asset Management, LLC | 1352306 | $176.6M | 120 | last filed Q4 2019 |
| Mountain Hill Investment Partners Corp. | 2055557 | $176.5M | 195 | Q2 2026 |
| DSAM Partners (London) Ltd | 1565061 | $176.5M | 18 | last filed Q3 2021 |
| SJBENEN ADVISORY, LLC | 1813225 | $176.5M | 31 | Q2 2026 |
| Adams Chetwood Wealth Management LLC | 1799752 | $176.4M | 80 | last filed Q1 2022 |
| Clutterbuck Capital Management LLC | 1517638 | $176.4M | 6 | Q2 2026 |
| Impala Asset Management LLC | 1317679 | $176.4M | 20 | Q2 2026 |
| WEALTHGARDEN F.S. LLC | 2023633 | $176.4M | 187 | Q2 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | 2012303 | $176.3M | 607 | Q2 2026 |
| Valley Brook Capital Group, Inc. | 1851418 | $176.3M | 120 | Q2 2026 |
| Peak XV Partners Operations LLC | 1886840 | $176.3M | 1 | Q2 2026 |
| CASPIAN CAPITAL LP | 1518999 | $176.1M | 13 | Q2 2026 |
| Black Maple Capital Management LP | 1588959 | $176.1M | 82 | Q2 2026 |
| DB Wealth Management Group, LLC | 1843991 | $176.1M | 370 | last filed Q4 2023 |
| BML Capital Management, LLC | 1616824 | $176.1M | 18 | Q2 2026 |
| Lake Point Wealth Management | 1768068 | $176.0M | 435 | last filed Q2 2022 |
| Taylor Wealth Management Partners | 1606716 | $176.0M | 56 | last filed Q2 2022 |
| Legend Financial Advisors, Inc. | 1781948 | $176.0M | 40 | Q2 2026 |
| Squar Milner Financial Services LLC | 1727592 | $176.0M | 213 | last filed Q2 2020 |
| Karnit Road Accident Victims Compensation Fund | 2110887 | $176.0M | 17 | Q2 2026 |
| ALBERT D MASON INC | 1169318 | $176.0M | 139 | Q2 2026 |
| Dedeker Financial LLC | 2113408 | $176.0M | 55 | Q2 2026 |
| Marcho Partners LLP | 1782974 | $175.8M | 6 | Q2 2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | 883734 | $175.8M | 48 | Q2 2026 |
| Providence Financial Advisors, LLC | 2072264 | $175.8M | 60 | Q2 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | 2130930 | $175.8M | 31 | Q2 2026 |
| RAINIER FAMILY WEALTH INC | 2073596 | $175.7M | 102 | Q2 2026 |
| MILLBANK DARTMOOR PORTSMOUTH LLC | 2098560 | $175.7M | 2 | Q2 2026 |
| Asset Management Resources, LLC | 1927120 | $175.7M | 59 | last filed Q4 2023 |
| Catamount Wealth Management | 1677443 | $175.7M | 187 | last filed Q1 2019 |
| RESOLUTE WEALTH ADVISOR, INC. | 2005292 | $175.7M | 78 | Q2 2026 |
| Pelham Capital Ltd. | 1654111 | $175.6M | 12 | Q2 2026 |
| Flavin Financial Services, Inc. | 2052798 | $175.5M | 81 | Q2 2026 |
| Private Wealth Advisors, Inc. | 1462525 | $175.5M | 115 | last filed Q4 2020 |
| SCHNEIDER CAPITAL MANAGEMENT CORP | 1036250 | $175.4M | 34 | last filed Q1 2020 |
| Wealth Preservation Advisors, LLC | 1968434 | $175.4M | 88 | Q2 2026 |
| CAPSTONE CAPITAL LLC | 1993327 | $175.1M | 26 | Q2 2026 |
| ELEVATE WEALTH ADVISORY, INC | 2011651 | $175.1M | 127 | Q2 2026 |
| Buttonwood Financial Group, LLC | 1847661 | $175.0M | 33 | Q2 2026 |
| Gallagher Capital Advisors, LLC | 2034519 | $174.9M | 71 | Q2 2026 |
| Basepoint Wealth LLC | 2088236 | $174.8M | 632 | Q2 2026 |
| Claybrook Capital, LLC | 1729848 | $174.8M | 138 | last filed Q3 2023 |
| J. M. Brown & Associates Inc. | 2134631 | $174.7M | 167 | Q2 2026 |
| BRIGGS ADVISORY GROUP, INC. | 1906527 | $174.7M | 60 | last filed Q3 2023 |
| CNO Financial Group, Inc. | 1224608 | $174.7M | 8 | Q2 2026 |
| Credit Capital Investments LLC | 1631208 | $174.6M | 42 | Q2 2026 |
| PRING TURNER CAPITAL GROUP INC | 1568839 | $174.6M | 73 | Q2 2026 |
| CogentBlue Wealth Advisors, LLC | 2054047 | $174.5M | 103 | Q2 2026 |
| Hansen & Associates Financial Group, Inc. | 1873973 | $174.5M | 45 | Q2 2026 |
| BOYAR ASSET MANAGEMENT INC. | 1218254 | $174.4M | 77 | Q2 2026 |
| STILWELL VALUE LLC | 1397076 | $174.4M | 24 | Q2 2026 |
| Coordinated Financial Services, Inc. | 2055532 | $174.3M | 176 | last filed Q1 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | 1767699 | $174.3M | 109 | Q2 2026 |
| Filbrandt Wealth Management, LLC | 1806091 | $174.2M | 234 | last filed Q3 2021 |
| Accelerate Investment Advisors LLC | 2035216 | $174.1M | 149 | Q2 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | 2010453 | $174.1M | 172 | Q2 2026 |
| PIAR LLC | 2054677 | $174.0M | 92 | Q2 2026 |
| Northwest Wealth Advisors, LLC | 2094564 | $174.0M | 66 | Q2 2026 |
| 6th Street Advisors, LLC | 2102803 | $174.0M | 61 | Q2 2026 |
| EXANE DERIVATIVES | 1623883 | $174.0M | 757 | last filed Q2 2022 |
| Pacific Wealth Strategies Group, Inc. | 1766571 | $174.0M | 59 | Q2 2026 |
| DHK Financial Advisors, Inc. | 1922962 | $173.9M | 87 | last filed Q2 2025 |
| Cedar Point Capital Partners, LLC | 1954337 | $173.8M | 76 | Q2 2026 |
| MontVue Capital Management, Inc. | 2008758 | $173.8M | 78 | Q2 2026 |
| M.E. ALLISON & CO., INC. | 1619532 | $173.7M | 195 | Q2 2026 |
| Triton Financial Group Inc | 1811805 | $173.7M | 99 | Q2 2026 |
| Melia Wealth LLC | 1964047 | $173.7M | 23 | Q2 2026 |
| Strategent Financial, LLC | 2052737 | $173.6M | 41 | Q2 2026 |
| Livet Wealth, LLC | 2111409 | $173.4M | 122 | Q2 2026 |
| Ehrenkranz Partners L.P. | 1641043 | $173.2M | 49 | Q2 2026 |
| PVG ASSET MANAGEMENT CORP | 820434 | $173.2M | 129 | Q2 2026 |
| Natixis Investment Managers, LLC | 1053187 | $173.2M | 4 | Q2 2026 |
| SwitchPoint Financial Planning, LLC | 2055526 | $173.2M | 71 | Q2 2026 |
| MRJ CAPITAL INC | 1160099 | $173.2M | 50 | last filed Q4 2021 |
| STAGE HARBOR FINANCIAL, LLC | 1934721 | $173.1M | 64 | Q2 2026 |
| 1623 Capital LLC | 1811034 | $173.1M | 22 | last filed Q2 2024 |
| American Institute for Advanced Investment Management, LLP | 1805824 | $173.1M | 159 | Q2 2026 |
| Gutierrez Wealth Advisory, LLC | 1965923 | $173.0M | 70 | Q2 2026 |
| Kuhn & Co Investment Counsel | 2011958 | $173.0M | 149 | Q2 2026 |
| Teton Advisors, LLC | 2086025 | $173.0M | 157 | Q2 2026 |
| BENNICAS & ASSOCIATES, INC. | 1056821 | $173.0M | 97 | last filed Q4 2022 |
| Concorde Asset Management, LLC | 1631773 | $172.8M | 152 | Q2 2026 |
| Archvest Wealth Advisors, Inc. | 1910174 | $172.8M | 73 | Q2 2026 |
| Hopwood Financial Services, Inc. | 2023166 | $172.7M | 92 | Q2 2026 |
| Kylin Management LLC | 1512384 | $172.6M | 7 | last filed Q4 2021 |
| Grantvest Financial Group LLC | 2055216 | $172.6M | 189 | Q2 2026 |
| DeLarme Wealth Management, Inc. | 2070361 | $172.5M | 68 | Q2 2026 |
| Fundamenta Capital S.A. | 2088289 | $172.4M | 14 | Q2 2026 |
| SANDERS MORRIS HARRIS LLC | 1053994 | $172.4M | 75 | Q2 2026 |
| Investidor Profissional Gestao de Recursos Ltda. | 1953154 | $172.3M | 18 | Q2 2026 |
| Pacific Park Financial, Inc. | 2107255 | $172.3M | 77 | Q2 2026 |
| BOSTON MOUNTAIN MONEY MANAGEMENT INC | 2022846 | $172.2M | 64 | last filed Q3 2024 |
| Stevens First Principles Investment Advisors | 1388076 | $172.2M | 165 | last filed Q2 2019 |
| Innovative Wealth Building LLC | 2062596 | $172.1M | 84 | Q2 2026 |
| Aspire Growth Partners LLC | 2055568 | $172.1M | 128 | Q2 2026 |
| Networth Advisors, LLC | 2099019 | $172.1M | 383 | Q2 2026 |
| Plaisance Capital LLC | 1761269 | $172.0M | 21 | last filed Q2 2022 |
| Coastwise Capital Group, LLC | 1934500 | $172.0M | 143 | Q2 2026 |
| Roof Advisory Group, Inc. | 1596212 | $171.9M | 31 | last filed Q2 2019 |
| Paladin Wealth, LLC | 2040377 | $171.9M | 134 | Q2 2026 |
| Beacon Wealthcare, Inc | 1107576 | $171.9M | 10 | last filed Q4 2020 |
| Gambit Capital Management, LLC | 2107464 | $171.8M | 103 | Q2 2026 |
| Graphene Investments SAS | 1965776 | $171.8M | 42 | Q2 2026 |
| Collaborative Fund Advisors, LLC | 2132074 | $171.8M | 182 | Q2 2026 |
| WealthTrust-Arizona, LLC | 1424447 | $171.7M | 678 | last filed Q4 2018 |
| Shade Tree Advisors LLC | 1804785 | $171.7M | 29 | Q2 2026 |
| NORTHLAND SECURITIES, INC. | 1006938 | $171.7M | 117 | Q2 2026 |
| Cribstone Capital Management, LLC | 1667163 | $171.7M | 413 | last filed Q4 2022 |
| Long Path Partners Fund, LP | 1751978 | $171.7M | 8 | last filed Q1 2022 |
| Welch Financial Planning, LLC | 2085141 | $171.6M | 71 | Q2 2026 |
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 1282197 | $171.6M | 13 | last filed Q2 2025 |
| BRIAN LOW FINANCIAL GROUP, LLC | 2079080 | $171.4M | 116 | Q2 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 2058816 | $171.4M | 37 | Q2 2026 |
| Lifetime Wealth Management P.C. | 2116339 | $171.3M | 90 | Q2 2026 |
| Pingora Partners LLC | 2011176 | $171.3M | 182 | Q2 2026 |
| Del-Sette Capital Management, LLC | 1610580 | $171.3M | 50 | Q2 2026 |
| Fidato Wealth LLC | 1711360 | $171.1M | 14 | Q2 2026 |
| CFC Planning Co LLC | 1854428 | $171.0M | 70 | Q2 2026 |
| Guided Capital Wealth Management, LLC | 1849618 | $171.0M | 35 | Q2 2026 |
| Alexis Investment Partners, LLC | 2054271 | $171.0M | 38 | Q2 2026 |
| Longview Financial Advisors, Inc. | 1786915 | $171.0M | 43 | Q2 2026 |
| Ridgeline Wealth, LLC | 1934226 | $170.9M | 60 | Q2 2026 |
| SECURITY ASSET MANAGEMENT | 899211 | $170.9M | 76 | last filed Q1 2023 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 753967 | $170.8M | 74 | Q2 2026 |
| Truehand, Inc | 1302720 | $170.8M | 189 | last filed Q4 2021 |
| Strategic Value Partners, LLC | 1301912 | $170.8M | 1 | Q2 2026 |
| Invariant Investment Management | 1850871 | $170.6M | 68 | Q2 2026 |
| CATHY PARETO & ASSOCIATES, INC | 2045974 | $170.6M | 102 | Q2 2026 |
| Greytown Advisors Inc. | 1672829 | $170.5M | 71 | last filed Q2 2024 |
| Wilson & Boucher Capital Management, LLC | 1903579 | $170.4M | 121 | Q2 2026 |
| Pfizer Inc | 78003 | $170.4M | 17 | Q2 2026 |
| Aquamarine Capital Management, LLC | 1404599 | $170.2M | 12 | last filed Q2 2022 |
| NDWM LLC | 1818386 | $170.2M | 38 | Q2 2026 |
| WPG Advisers, LLC | 2067343 | $170.1M | 1,549 | Q2 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | 2010029 | $170.1M | 935 | Q2 2026 |
| HarbourVest Partners LLC | 1201001 | $170.0M | 6 | Q2 2026 |
| Gordian Advisors LLC | 2011856 | $170.0M | 65 | Q2 2026 |
| OEP CAPITAL ADVISORS, L.P. | 1817681 | $170.0M | 1 | Q2 2026 |
| Chatterton & Associates Inc. | 2102688 | $169.9M | 101 | Q2 2026 |
| Binnacle Investments Inc | 2060308 | $169.9M | 940 | last filed Q3 2025 |
| Aspetuck Financial Management LLC | 2048608 | $169.9M | 79 | Q2 2026 |
| Jackson Wealth Management, LLC | 1536799 | $169.9M | 86 | Q2 2026 |
| Park Capital Management, LLC / WI | 1998000 | $169.9M | 161 | Q2 2026 |
| Coombe, Bender & Co LLC | 1812902 | $169.8M | 75 | last filed Q2 2024 |
| Providence Wealth Advisors, LLC | 1744955 | $169.8M | 84 | Q2 2026 |
| Nicholson Wealth Management Group, LLC | 2035982 | $169.7M | 109 | Q2 2026 |
| Community Bank of Raymore | 1599923 | $169.7M | 76 | Q2 2026 |
| Watson Rebecca | 1795711 | $169.7M | 81 | last filed Q3 2020 |
| Employers Holdings, Inc. | 1379041 | $169.7M | 144 | last filed Q1 2021 |
| Christian Investment Advisors, Inc. | 2055071 | $169.7M | 14 | Q2 2026 |
| Nautilus Advisors LLC | 2083253 | $169.6M | 179 | Q2 2026 |
| Collar Capital Management, LLC | 2056719 | $169.6M | 73 | Q2 2026 |
| Arsenal Capital Advisors LLC | 2109474 | $169.5M | 107 | Q2 2026 |
| Hellman & Friedman LLC | 1462335 | $169.5M | 1 | last filed Q2 2020 |
| EnCap Energy Capital Fund XII, L.P. | 1970507 | $169.3M | 1 | last filed Q4 2025 |
| RiverTree Advisors, LLC | 1872501 | $169.3M | 72 | Q2 2026 |
| ELLERSON GROUP INC /ADV | 935570 | $169.3M | 64 | Q2 2026 |
| Hoffman, Alan N Investment Management | 1848530 | $169.3M | 14 | Q2 2026 |
| Tailwinds Wealth, LLC | 2109222 | $169.3M | 89 | Q2 2026 |
| Palacios Wealth Management, LLC | 2053829 | $169.2M | 76 | Q2 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 894309 | $169.2M | 104 | last filed Q1 2026 |
| J Digital 6 LLC | 2090663 | $169.1M | 3 | Q2 2026 |
| Foundation Wealth Management, LLC | 1966351 | $169.1M | 51 | Q2 2026 |
| Aevitas Wealth Management, Inc. | 1722117 | $169.0M | 114 | last filed Q4 2022 |
| Davis Capital Management | 1811806 | $168.9M | 1,270 | Q2 2026 |
| Daniel Investment Group, Inc. | 2144243 | $168.9M | 33 | Q2 2026 |
| Fairbanks Capital Management, Inc. | 1681372 | $168.9M | 48 | Q2 2026 |
| Marshall & Sterling Wealth Advisors Inc. | 2056315 | $168.9M | 339 | Q2 2026 |
| Wealthsimple US, Ltd. | 1811613 | $168.9M | 23 | last filed Q1 2021 |
| Somnio Financial Group, LLC | 2034894 | $168.8M | 14 | Q2 2026 |
| NORTH DALLAS BANK & TRUST CO | 2035144 | $168.7M | 113 | Q2 2026 |
| Granite Group Advisors, LLC | 2018114 | $168.7M | 84 | Q2 2026 |
| Athena Investment Management | 1921093 | $168.7M | 132 | Q2 2026 |
| CIGOGNE MANAGEMENT SA | 2047346 | $168.6M | 79 | last filed Q4 2024 |
| Bravias Capital Group, LLC | 2054328 | $168.5M | 97 | Q2 2026 |
| Grace Capital | 1441646 | $168.5M | 143 | last filed Q4 2021 |
| Lumature Wealth Partners, LLC | 1843558 | $168.4M | 384 | last filed Q2 2023 |
| Sunrise Financial Services, LLC | 2110891 | $168.3M | 587 | Q2 2026 |
| EIGHT 31 FINANCIAL, LLC | 2011328 | $168.2M | 66 | Q2 2026 |
| KG Capital Management | 1771687 | $168.1M | 142 | Q2 2026 |
| CBM Financial, LLC | 2055702 | $168.1M | 16 | Q2 2026 |
| ORACLE INVESTMENT MANAGEMENT INC | 1012622 | $167.9M | 22 | last filed Q4 2025 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 2011649 | $167.9M | 104 | Q2 2026 |
| Valpey Financial Services, LLC | 2077991 | $167.9M | 76 | Q2 2026 |
| Karl Kapital LLC | 2058849 | $167.9M | 25 | Q2 2026 |
| Catalina Capital Group, LLC | 2018090 | $167.9M | 173 | last filed Q1 2026 |
| Runnymede Capital Advisors, Inc. | 2054540 | $167.9M | 77 | Q2 2026 |
| Vector Capital, Ltd. | 1780631 | $167.8M | 1 | last filed Q4 2019 |
| Sarver Vrooman Wealth Advisors | 2076215 | $167.8M | 145 | Q2 2026 |
| Income Insurance Ltd | 2022801 | $167.8M | 184 | Q2 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | 1951908 | $167.7M | 70 | last filed Q1 2026 |
| PINCUS CAPITAL MANAGEMENT, LP | 2109652 | $167.7M | 52 | Q2 2026 |
| Evansbrook LLC | 2069478 | $167.7M | 127 | Q2 2026 |
| Boxwood Ventures, Inc. | 1885946 | $167.5M | 37 | Q2 2026 |
| General Equity Holdings LP | 1700362 | $167.5M | 13 | Q2 2026 |
| Index Venture Growth Associates IV Ltd | 1865141 | $167.5M | 2 | Q2 2026 |
| MFA Wealth Services | 1989379 | $167.4M | 134 | Q2 2026 |
| Fairscale Capital, LLC | 2032350 | $167.4M | 441 | Q2 2026 |
| Eddie Patel Inc | 2078760 | $167.3M | 127 | Q2 2026 |
| Genesis Wealth Advisors, LLC | 1637241 | $167.3M | 72 | Q2 2026 |
| THOMPSON DAVIS & CO., INC. | 1017284 | $167.2M | 168 | Q2 2026 |
| Lummis Asset Management, LP | 2011652 | $167.2M | 221 | Q2 2026 |
| GEN Financial Management, INC. | 2032497 | $167.1M | 42 | Q2 2026 |
| Serenity Capital LLC | 1706018 | $167.1M | 7 | last filed Q1 2025 |
| AMARA FINANCIAL, LLC. | 1934965 | $167.1M | 48 | Q2 2026 |
| Certus Wealth Management, LLC | 1989526 | $167.1M | 58 | last filed Q3 2025 |
| HM Capital Management, LLC | 1367786 | $167.1M | 56 | last filed Q3 2022 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 2060368 | $167.0M | 40 | Q2 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | 2008554 | $166.9M | 98 | Q2 2026 |
| Custos Family Office, LLC | 1904423 | $166.9M | 67 | Q2 2026 |
| Strong Retirement Solutions LLC | 2111795 | $166.8M | 82 | Q2 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 1015877 | $166.8M | 84 | Q2 2026 |
| ICA Group Wealth Management, LLC | 1944579 | $166.7M | 793 | last filed Q2 2024 |
| Ackerman Asset Management, LLC | 2067071 | $166.7M | 38 | Q2 2026 |
| Evergreen Wealth Partners LLC | 2101006 | $166.7M | 89 | Q2 2026 |
| Orca Wealth Management, LLC | 2043765 | $166.6M | 83 | Q2 2026 |
| Lauer Wealth, LLC | 1860063 | $166.6M | 75 | Q2 2026 |
| KEATING WEALTH MANAGEMENT LLC | 1922796 | $166.6M | 45 | last filed Q1 2024 |
| Grand Alliance Asset Management Ltd | 1986124 | $166.5M | 15 | Q2 2026 |
| Wright Wealth LLC | 2046147 | $166.5M | 54 | Q2 2026 |
| REAL ESTATE MANAGEMENT SERVICES LLC | 1177018 | $166.5M | 37 | last filed Q4 2021 |
| IAT REINSURANCE CO LTD. | 1633625 | $166.5M | 77 | Q2 2026 |
| Copia Wealth Management | 2058771 | $166.5M | 570 | Q2 2026 |
| Keystone Financial Services, LLC | 2046033 | $166.4M | 61 | Q2 2026 |
| Harber Asset Management LLC | 1387921 | $166.4M | 39 | Q2 2026 |
| SeaTown Holdings Pte. Ltd. | 1512367 | $166.4M | 15 | Q2 2026 |
| Family Asset Management, LLC | 1961278 | $166.2M | 209 | last filed Q3 2024 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1991983 | $166.2M | 122 | Q2 2026 |
| LFA - Lugano Financial Advisors SA | 1737871 | $166.2M | 274 | Q2 2026 |
| Mainstream Capital Management LLC | 2043084 | $166.1M | 90 | Q2 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | 2110106 | $166.0M | 53 | Q2 2026 |
| Kurv Investment Management LLC | 2027462 | $166.0M | 41 | Q2 2026 |
| Capstone Wealth Management Group, Inc. | 2140601 | $165.9M | 123 | Q2 2026 |
| Shum Financial Group, Inc. | 2044675 | $165.9M | 106 | Q2 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | 1903321 | $165.9M | 88 | Q2 2026 |
| Zeit Capital LLC | 1808163 | $165.9M | 52 | Q2 2026 |
| Refined Wealth Management | 1724729 | $165.7M | 49 | Q2 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | 946310 | $165.7M | 99 | Q2 2026 |
| S. R. Schill & Associates | 1616004 | $165.7M | 25 | Q2 2026 |
| Good Steward Wealth Advisors,LLC | 2060772 | $165.6M | 71 | Q2 2026 |
| VERITY Wealth Advisors | 1763138 | $165.6M | 81 | Q2 2026 |