| TopTier Wealth Management, LLC | 2109367 | $165.5M | 133 | Q2 2026 |
| Robert Bosch GmbH | 1882360 | $165.5M | 3 | Q2 2026 |
| KOM Wealth Management Group, LLC | 1804116 | $165.5M | 96 | Q2 2026 |
| OceanIQ Capital, LLC | 2149849 | $165.5M | 99 | Q2 2026 |
| Newport Wealth Strategies, Inc. | 1730882 | $165.4M | 111 | last filed Q3 2021 |
| GRATIA CAPITAL, LLC | 1599793 | $165.4M | 29 | Q2 2026 |
| Copley Financial Group, Inc. | 2045258 | $165.4M | 118 | Q2 2026 |
| Anchorage Capital Advisors, L.P. | 2007642 | $165.3M | 4 | Q2 2026 |
| Lansing Management LP | 1691908 | $165.2M | 13 | Q2 2026 |
| Nokota Management, LP | 1535176 | $165.1M | 63 | last filed Q4 2021 |
| Multicoin Capital Management, LLC | 2017172 | $165.1M | 2 | Q2 2026 |
| Framtiden Holdings Management Co LLC | 2112734 | $165.0M | 6 | Q2 2026 |
| Foresight Global Investors, Inc. | 1973323 | $165.0M | 32 | Q2 2026 |
| HAHN CAPITAL MANAGEMENT LLC | 1171592 | $164.9M | 31 | Q2 2026 |
| Hickory Point Bank & Trust | 2039144 | $164.9M | 442 | Q2 2026 |
| CAPITAL & PLANNING, LLC | 2053750 | $164.8M | 172 | last filed Q1 2026 |
| TOWER TRUST & INVESTMENT Co | 2067591 | $164.8M | 247 | Q2 2026 |
| Midwest Wealth Management Inc. | 1844894 | $164.8M | 102 | last filed Q1 2022 |
| Laraway Financial Advisors Inc | 1908275 | $164.7M | 140 | Q2 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | 1666624 | $164.7M | 92 | Q2 2026 |
| Ares Systematic Credit Ltd | 2135379 | $164.7M | 242 | Q2 2026 |
| HC Advisors, LLC | 1803295 | $164.7M | 62 | Q2 2026 |
| Vann Equity Management LLC | 2018412 | $164.7M | 168 | Q2 2026 |
| Gaddis Premier Wealth Advisors LLC | 2087873 | $164.6M | 98 | Q2 2026 |
| Better Money Decisions, LLC | 1858428 | $164.6M | 74 | last filed Q2 2025 |
| Pandora Wealth, Inc. | 2045414 | $164.6M | 224 | last filed Q4 2025 |
| Atala Financial Inc | 2053756 | $164.5M | 121 | Q2 2026 |
| FORERUNNER VENTURES MANAGEMENT, LLC | 1909850 | $164.5M | 1 | Q2 2026 |
| Cannon Advisors, Inc. | 1805370 | $164.4M | 93 | Q2 2026 |
| Bullseye Investment Management, LLC | 1912451 | $164.3M | 91 | last filed Q3 2025 |
| JDH Wealth Management, LLC | 2022512 | $164.3M | 61 | Q2 2026 |
| Teton Advisors, Inc. | 1444874 | $164.3M | 184 | last filed Q2 2025 |
| HEMMING& WEALTH MANAGEMENT, INC. | 1782624 | $164.3M | 16 | Q2 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 2047728 | $164.2M | 153 | Q2 2026 |
| Velan Capital Investment Management LP | 1848809 | $164.2M | 50 | Q2 2026 |
| Paradigm, Strategies in Wealth Management, LLC | 1859579 | $164.1M | 61 | Q2 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 1419099 | $164.1M | 74 | Q2 2026 |
| Simcoe Capital LLC | 2109203 | $164.0M | 36 | Q2 2026 |
| Family Legacy Financial Solutions, LLC | 2076068 | $164.0M | 65 | Q2 2026 |
| Ferox Capital Management LP | 1343232 | $163.9M | 37 | last filed Q1 2020 |
| Sippican Capital Advisors | 1557406 | $163.9M | 111 | Q2 2026 |
| Breakout Capital Partners, LP | 1935243 | $163.9M | 8 | Q2 2026 |
| Campion Asset Management | 1843492 | $163.9M | 83 | Q2 2026 |
| Kolinsky Wealth Management, LLC | 1904326 | $163.8M | 174 | last filed Q4 2024 |
| Piedmont Capital Management, LLC/NC | 2108281 | $163.8M | 123 | Q2 2026 |
| S&A Financial Services, Inc. | 2140428 | $163.8M | 88 | Q2 2026 |
| Meadow Creek Wealth Advisors LLC | 1801107 | $163.8M | 139 | Q2 2026 |
| Broadview Financial Management, LLC | 1697024 | $163.8M | 43 | Q2 2026 |
| Apex Wealth Management, LLC | 2056695 | $163.7M | 63 | Q2 2026 |
| Holistic Financial Partners | 1729304 | $163.6M | 120 | Q2 2026 |
| Arbor Wealth Advisors LLC | 2009890 | $163.6M | 60 | Q2 2026 |
| Climber Capital SA | 2011229 | $163.5M | 64 | Q2 2026 |
| Petros Family Wealth, LLC | 2004963 | $163.5M | 133 | Q2 2026 |
| North Fourth Asset Management, LP | 1715329 | $163.5M | 34 | last filed Q3 2023 |
| Totem Point Management, LLC | 1759364 | $163.5M | 18 | Q2 2026 |
| WATERFALL ASSET MANAGEMENT, LLC | 1570717 | $163.4M | 18 | Q2 2026 |
| LifePro Asset Management | 1838533 | $163.4M | 149 | last filed Q3 2024 |
| Terra Nova Asset Management LLC | 1658652 | $163.4M | 93 | Q2 2026 |
| REXFORD CAPITAL INC | 2081847 | $163.3M | 300 | Q2 2026 |
| Yorktown Management & Research Co Inc | 1313559 | $163.3M | 249 | Q2 2026 |
| Kopp Family Office, LLC | 1683689 | $163.2M | 29 | Q2 2026 |
| Atlantic Private Wealth, LLC | 1893143 | $163.2M | 301 | Q2 2026 |
| Nabity-Jensen Investment Management Inc | 2044851 | $163.1M | 70 | Q2 2026 |
| Gem Investment Advisors, LLC | 1580018 | $163.1M | 35 | Q2 2026 |
| Mercuria Capital Strategies, LLC | 2048079 | $163.1M | 23 | Q2 2026 |
| Generation Capital Management LLC | 2054384 | $163.0M | 83 | Q2 2026 |
| VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 1127889 | $162.9M | 67 | last filed Q1 2020 |
| SMITH CAPITAL MANAGEMENT INC /AR/ADV | 747559 | $162.8M | 85 | last filed Q3 2020 |
| Grisanti Capital Management LLC | 1105468 | $162.8M | 46 | last filed Q1 2020 |
| Arrington Capital Management, LLC | 2087115 | $162.7M | 43 | Q2 2026 |
| Gimbal Financial | 1835206 | $162.7M | 54 | Q2 2026 |
| Versant Venture Management, LLC | 1560009 | $162.6M | 8 | Q2 2026 |
| Trium Capital LLP | 1963860 | $162.6M | 53 | Q2 2026 |
| Capstone Wealth Management Group LLC | 2059649 | $162.5M | 123 | last filed Q1 2026 |
| Krane Financial Solutions LLC | 2136913 | $162.4M | 55 | Q2 2026 |
| Value Base Ltd. | 1992355 | $162.3M | 6 | Q2 2026 |
| REICON WEALTH ADVISORS, LLC | 1888847 | $162.3M | 92 | Q2 2026 |
| Sebold Capital Management, Inc. | 1972836 | $162.3M | 78 | last filed Q2 2025 |
| Candelo Capital Management LP | 1845660 | $162.3M | 30 | Q2 2026 |
| Cornerstone Financial Group, LLC /NE/ | 2056783 | $162.2M | 75 | Q2 2026 |
| Cruiser Capital Advisors, LLC | 1713506 | $162.2M | 51 | Q2 2026 |
| Regal Wealth Group, Inc. | 1656537 | $162.1M | 43 | last filed Q4 2023 |
| Exome Asset Management LLC | 2011932 | $162.1M | 52 | Q2 2026 |
| Sageworth Trust Co of South Dakota | 1871593 | $162.1M | 61 | Q2 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 1551727 | $162.0M | 106 | Q2 2026 |
| TME FINANCIAL, INC. | 2056230 | $162.0M | 70 | Q2 2026 |
| Exos TFP Holdings LLC | 1877521 | $161.9M | 188 | last filed Q4 2023 |
| Bromfield Sneider Wealth Advisors | 1891795 | $161.8M | 104 | last filed Q1 2024 |
| Tiptree Advisors, LLC | 1455452 | $161.8M | 24 | Q2 2026 |
| Stillwater Wealth Management Group | 2063941 | $161.8M | 77 | last filed Q1 2026 |
| PMG Wealth Management, Inc. | 2052904 | $161.7M | 61 | Q2 2026 |
| Randall & Associates Wealth Management | 2011901 | $161.7M | 52 | Q2 2026 |
| Treybourne Wealth Planners, Inc. | 1835976 | $161.6M | 47 | last filed Q2 2021 |
| Chancellor Financial Group WB LP | 2059742 | $161.5M | 149 | Q2 2026 |
| 1620 INVESTMENT ADVISORS, INC. | 1907281 | $161.5M | 677 | Q2 2026 |
| Pinnacle Wealth Management, LLC | 1911464 | $161.5M | 31 | Q2 2026 |
| Buckley Capital Advisors, LLC | 2111611 | $161.4M | 13 | Q2 2026 |
| White & Co Financial Planning Inc | 2039300 | $161.4M | 20 | Q2 2026 |
| Navigate Wealth Management, LLC | 2127791 | $161.4M | 79 | Q2 2026 |
| Mendota Financial Group, LLC | 1964538 | $161.4M | 33 | Q2 2026 |
| Coastline Complete Wealth LLC | 2112134 | $161.4M | 55 | last filed Q1 2026 |
| Laurore Ltd | 2082507 | $161.3M | 1 | Q2 2026 |
| LM Asset Management Inc. | 2057190 | $161.3M | 9 | Q2 2026 |
| Aureum Wealth Management, LLC | 2093444 | $161.3M | 62 | Q2 2026 |
| GreatBanc Trust CO | 1427099 | $161.2M | 70 | Q2 2026 |
| SVB Investment Services Inc. | 1806668 | $161.2M | 42 | last filed Q1 2022 |
| Bosman Wealth Management, LLC | 2066260 | $161.2M | 56 | Q2 2026 |
| Merkkuri Wealth Advisors LLC | 2040317 | $161.2M | 81 | Q2 2026 |
| Murphy & Mullick Capital Management Corp | 2047271 | $161.2M | 666 | Q2 2026 |
| BURR FINANCIAL SERVICES, LLC | 1966297 | $161.2M | 26 | Q2 2026 |
| BANBURY PARTNERS LLC | 1622093 | $161.1M | 17 | last filed Q1 2021 |
| Lighthouse Wealth Management Inc. | 2042810 | $161.0M | 47 | Q2 2026 |
| Savoir Faire Capital Management, L.P. | 1710593 | $161.0M | 43 | Q2 2026 |
| Summer Road LLC | 1604873 | $161.0M | 21 | Q2 2026 |
| Mascagni Wealth Management, Inc. | 2063074 | $161.0M | 142 | Q2 2026 |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 1694461 | $160.9M | 189 | last filed Q1 2023 |
| MidAtlantic Capital Management, Inc. | 2042068 | $160.9M | 86 | Q2 2026 |
| Arlington Capital Management, Inc. | 1606507 | $160.8M | 112 | Q2 2026 |
| STEINBERG ASSET MANAGEMENT LLC | 1169883 | $160.7M | 44 | Q2 2026 |
| Exchange Bank | 2001155 | $160.6M | 130 | Q2 2026 |
| Mountain Lake Investment Management LLC | 1308555 | $160.6M | 31 | Q2 2026 |
| Philadelphia Investment Partners, LLC | 2131511 | $160.6M | 184 | Q2 2026 |
| Arthedge Capital Management, LLC | 1846503 | $160.6M | 12 | Q2 2026 |
| Avant Financial Advisors LLC | 2063243 | $160.6M | 69 | Q2 2026 |
| Future Financial Wealth Managment LLC | 1801892 | $160.4M | 132 | Q2 2026 |
| Palouse Capital Management, Inc. | 1056516 | $160.4M | 124 | Q2 2026 |
| COREPATH WEALTH PARTNERS LLC | 1845838 | $160.3M | 46 | Q2 2026 |
| Planning Strategies Inc. | 2139665 | $160.3M | 1,065 | Q2 2026 |
| Balanced Rock Investment Advisors LLC | 2011851 | $160.3M | 102 | Q2 2026 |
| Gibson Wealth Advisors LLC | 1911266 | $160.3M | 30 | Q2 2026 |
| HFG Advisors, Inc. | 1911087 | $160.3M | 117 | Q2 2026 |
| SLT Holdings LLC | 2052222 | $160.2M | 147 | Q2 2026 |
| Bickling Financial Services, Inc. | 1844895 | $160.2M | 119 | last filed Q4 2022 |
| STOLZ & ASSOCIATES, PS | 2108989 | $160.2M | 32 | Q2 2026 |
| CHARTIST INC /CA/ | 1129770 | $160.2M | 21 | Q2 2026 |
| EMORY UNIVERSITY | 1377635 | $160.1M | 6 | Q2 2026 |
| Wallace Hart LLC | 2018963 | $160.0M | 45 | Q2 2026 |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1802867 | $160.0M | 31 | last filed Q4 2023 |
| Cogent Private Wealth, Inc. | 2078392 | $160.0M | 117 | Q2 2026 |
| Nvest Wealth Strategies, Inc. | 2106942 | $160.0M | 351 | Q2 2026 |
| Sellaronda Global Management LP | 1975764 | $160.0M | 10 | Q2 2026 |
| Gladwyn Financial Advisors, Inc. | 2078684 | $159.9M | 82 | Q2 2026 |
| Sterling Manor Financial, LLC | 1842015 | $159.9M | 39 | last filed Q1 2026 |
| Principia Wealth Advisory, LLC | 2041436 | $159.9M | 1,015 | last filed Q4 2025 |
| waypoint wealth counsel | 1807909 | $159.8M | 149 | Q2 2026 |
| BAM Wealth Management, LLC | 2093649 | $159.8M | 166 | Q2 2026 |
| Allianz Investment Management LLC | 1140038 | $159.8M | 29 | last filed Q4 2025 |
| Systrade AG | 1818160 | $159.7M | 14 | Q2 2026 |
| WILLNER & HELLER, LLC | 1927796 | $159.7M | 165 | Q2 2026 |
| AMG Asset Management Group, Inc. | 2113282 | $159.7M | 92 | Q2 2026 |
| LDIC Inc. | 2140580 | $159.7M | 25 | Q2 2026 |
| Aubrey Capital Management Ltd | 1730754 | $159.6M | 39 | Q2 2026 |
| Avant Capital LLC | 1653443 | $159.6M | 86 | Q2 2026 |
| Kagan Cocozza Asset Management | 2064489 | $159.6M | 67 | Q2 2026 |
| Papamarkou Wellner Asset Management inc. | 2063952 | $159.4M | 75 | Q2 2026 |
| Sagace Wealth Management LLC | 2027449 | $159.4M | 70 | Q2 2026 |
| Clark & Stuart, Inc | 2048750 | $159.4M | 57 | Q2 2026 |
| Center for Wealth Management Advisory | 2121390 | $159.3M | 62 | Q2 2026 |
| BMT INVESTMENT ADVISORS | 1772453 | $159.3M | 80 | last filed Q1 2020 |
| Round Hill Asset Management | 1696438 | $159.3M | 62 | Q2 2026 |
| ABS Investment Management LLC | 1660708 | $159.2M | 111 | Q2 2026 |
| ABS Direct Equity Fund LLC | 1729347 | $159.2M | 111 | Q2 2026 |
| Constant Guidance Financial LLC | 1995383 | $159.2M | 67 | Q2 2026 |
| Argosy-Lionbridge Management, LLC | 2056354 | $159.1M | 20 | Q2 2026 |
| 46 Peaks LLC | 2112665 | $159.0M | 30 | Q2 2026 |
| Opulen Financial Group LLC | 2055099 | $159.0M | 116 | Q2 2026 |
| SpringVest Wealth Management LLC | 2058986 | $159.0M | 74 | Q2 2026 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 1911348 | $159.0M | 21 | Q2 2026 |
| MARVIN & PALMER ASSOCIATES INC | 860645 | $159.0M | 28 | Q2 2026 |
| JACOBS ASSET MANAGEMENT, LLC | 1351063 | $159.0M | 23 | Q2 2026 |
| JP Wealth Management, Inc. | 1967622 | $158.9M | 14 | Q2 2026 |
| Comprehensive Money Management Services LLC | 2058921 | $158.9M | 200 | Q2 2026 |
| CRITERION CAPITAL ADVISORS, LLC | 1765884 | $158.9M | 348 | last filed Q4 2024 |
| Lakeside Advisors, INC. | 1913467 | $158.8M | 65 | Q2 2026 |
| Stanich Group LLC | 2023324 | $158.8M | 52 | Q2 2026 |
| Swisher Financial Concepts, Inc. | 1947503 | $158.8M | 107 | Q2 2026 |
| Blue Water Life Science Advisors, LP | 1789778 | $158.8M | 9 | Q2 2026 |
| Jade Capital Advisors, LLC | 1761663 | $158.7M | 98 | last filed Q3 2024 |
| Argyle Capital Partners, LLC | 2079995 | $158.7M | 177 | Q2 2026 |
| Cooksen Wealth, LLC | 2016393 | $158.7M | 45 | Q2 2026 |
| AGMAN CAPITAL LLC | 2107832 | $158.6M | 19 | Q2 2026 |
| Overlook Investments LP | 1350706 | $158.5M | 1 | Q2 2026 |
| Oppenheimer & Close, LLC | 1591377 | $158.5M | 57 | Q2 2026 |
| AGH Wealth Advisors, LLC | 2061010 | $158.5M | 129 | Q2 2026 |
| Bank & Trust Co | 2026082 | $158.4M | 303 | Q2 2026 |
| Virtus Fixed Income Advisers, LLC | 2079921 | $158.4M | 85 | Q2 2026 |
| Collaborative Capital Advisors LLC | 2097223 | $158.4M | 83 | Q2 2026 |
| Seek First Inc. | 2060504 | $158.4M | 67 | Q2 2026 |
| Flagship Capital Management Inc. | 2106796 | $158.4M | 50 | Q2 2026 |
| SUPERSTRING CAPITAL MANAGEMENT LP | 1931118 | $158.4M | 32 | Q2 2026 |
| AG Campbell Advisory, LLC | 2110880 | $158.4M | 5 | last filed Q4 2025 |
| Schwallier Wealth Management LLC | 1934951 | $158.3M | 69 | Q2 2026 |
| Minerva Advisors LLC | 1541536 | $158.3M | 46 | Q2 2026 |
| Brightwater Advisory LLC | 2034566 | $158.3M | 59 | Q2 2026 |
| Rampart Investment Management Company, LLC | 1633693 | $158.2M | 401 | last filed Q3 2020 |
| Kopion Asset Management, LLC | 1728689 | $158.2M | 21 | Q2 2026 |
| Kastel Capital Advisors, LLC | 2111663 | $158.1M | 57 | Q2 2026 |
| Seed Wealth Management, Inc. | 1963728 | $158.0M | 100 | Q2 2026 |
| Clearview Wealth Advisors LLC | 1840306 | $157.8M | 103 | last filed Q4 2025 |
| Ridgeline Wealth Planning, LLC | 2013788 | $157.8M | 53 | Q2 2026 |
| Centerpoint Advisory Group | 2054093 | $157.7M | 117 | Q2 2026 |
| Town Capital LLC | 1871352 | $157.7M | 75 | Q2 2026 |
| Lepercq De Neuflize Asset Management LLC | 1854423 | $157.5M | 37 | Q2 2026 |
| Efficient Frontier Advisors LLC | 2011188 | $157.5M | 22 | last filed Q2 2025 |
| Blue Capital, Inc. | 2032856 | $157.5M | 122 | Q2 2026 |
| ADG Wealth Management Group, LLC | 2053824 | $157.5M | 41 | Q2 2026 |
| Sound Financial Strategies Group, LLC | 1800620 | $157.5M | 121 | Q2 2026 |
| Karn, Couzens & Associates, Inc. | 1842433 | $157.5M | 89 | last filed Q1 2022 |
| CM Management, LLC | 1841857 | $157.4M | 71 | Q2 2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 2104543 | $157.4M | 85 | Q2 2026 |
| KPCB GGF Associates, LLC | 1500596 | $157.3M | 1 | last filed Q3 2021 |
| Resource Planning Group | 1537147 | $157.3M | 72 | last filed Q4 2023 |
| DEMMING FINANCIAL SERVICES CORP /ADV | 760639 | $157.3M | 41 | Q2 2026 |
| Gagnon Advisors, LLC | 1599466 | $157.3M | 23 | Q2 2026 |
| Strategic Vision Investment Ltd | 1720887 | $157.1M | 12 | last filed Q2 2024 |
| ABBINGTON INVESTMENT GROUP | 2088867 | $157.1M | 52 | Q2 2026 |
| STRALEM & CO INC | 728882 | $157.1M | 114 | last filed Q2 2020 |
| PIERSHALE FINANCIAL GROUP, INC. | 1554815 | $156.9M | 269 | last filed Q2 2023 |
| Bruce G. Allen Investments, LLC | 2005409 | $156.9M | 1,037 | Q2 2026 |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1009952 | $156.9M | 55 | last filed Q2 2022 |
| Penbrook Management LLC | 1381055 | $156.8M | 101 | Q2 2026 |
| Link Fund Solutions Ltd | 1792424 | $156.8M | 2 | last filed Q1 2020 |
| Avantra Family Wealth, Inc. | 1774744 | $156.7M | 165 | Q2 2026 |
| Promus Capital, LLC | 2054921 | $156.7M | 300 | last filed Q3 2025 |
| Hyperion Partners, LLC | 1971715 | $156.7M | 73 | last filed Q3 2024 |
| Authentikos Wealth Advisory, LLC | 1967054 | $156.7M | 72 | Q2 2026 |
| Bayesian Capital Management, LP | 1632551 | $156.3M | 223 | Q2 2026 |
| Mork Capital Management, LLC | 1626494 | $156.3M | 104 | Q2 2026 |
| ATLANTIC FAMILY WEALTH, LLC | 2012511 | $156.3M | 64 | Q2 2026 |
| H Squared Management LP | 2110996 | $156.2M | 15 | Q2 2026 |
| FMA Wealth Management, LLC | 2011155 | $156.2M | 42 | Q2 2026 |
| Polaris Investment Advisors, LLC | 2103332 | $156.1M | 78 | Q2 2026 |
| Schulz Wealth, LTD. | 2011780 | $156.1M | 62 | last filed Q4 2025 |
| CYRUS CAPITAL PARTNERS, L.P. | 1166564 | $156.1M | 4 | Q2 2026 |
| WLTH Capital Management, LLC | 2112635 | $156.0M | 29 | Q2 2026 |
| Allied Private Wealth LLC | 2132253 | $156.0M | 906 | Q2 2026 |
| Michels Family Financial, LLC | 2053733 | $156.0M | 148 | Q2 2026 |
| SYMONS CAPITAL MANAGEMENT INC | 1056958 | $155.9M | 71 | last filed Q3 2021 |
| Harpswell Capital Advisors, LLC | 1806630 | $155.8M | 46 | Q2 2026 |
| AlpenGlobal Capital LLC | 2062492 | $155.8M | 35 | Q2 2026 |
| STRYCKER VIEW CAPITAL LLC | 1655140 | $155.8M | 25 | last filed Q3 2021 |
| Joel Adams & Associates, Inc. | 2020459 | $155.7M | 68 | Q2 2026 |
| APEIRON CAPITAL Ltd | 1843111 | $155.7M | 14 | Q2 2026 |
| McQueen, Ball & Associates Inc. | 1663138 | $155.7M | 113 | last filed Q4 2018 |
| Rare Wolf Capital LLC | 2105393 | $155.7M | 120 | Q2 2026 |
| Settian Capital LP | 1911113 | $155.7M | 23 | Q2 2026 |
| Bonfire Financial | 1762539 | $155.6M | 60 | Q2 2026 |
| Financial Life Planners | 2053368 | $155.6M | 339 | Q2 2026 |
| RENASANT BANK | 1656167 | $155.6M | 141 | Q2 2026 |
| Clarendon Private LLC | 1961628 | $155.6M | 124 | Q2 2026 |