| Clearview Wealth Management LLC | 1857588 | $155.6M | 62 | Q2 2026 |
| GraniteShares Advisors LLC | 1839545 | $155.5M | 90 | Q2 2026 |
| Ipsen Advisor Group LLC | 1964922 | $155.5M | 107 | Q2 2026 |
| Morey & Quinn Wealth Partners, LLC | 2055521 | $155.5M | 143 | Q2 2026 |
| Summit Portfolio Management, LTD. | 2132683 | $155.4M | 24 | last filed Q1 2026 |
| Water Oak Advisors LLC | 1589570 | $155.4M | 17 | last filed Q3 2020 |
| Kiely Wealth Advisory Group, Inc. | 2005660 | $155.4M | 313 | last filed Q4 2024 |
| Spahn Wealth & Retirement LLC | 1949033 | $155.4M | 38 | Q2 2026 |
| Expect Equity LLC | 2007407 | $155.4M | 65 | Q2 2026 |
| CULTIVAR CAPITAL, INC. | 1989476 | $155.3M | 40 | Q2 2026 |
| VISA FOUNDATION | 1709478 | $155.2M | 2 | Q2 2026 |
| Rockbridge Asset Management LLC | 2056320 | $155.1M | 31 | Q2 2026 |
| Sugar Maple Asset Management, LLC | 2012673 | $155.1M | 81 | Q2 2026 |
| Carlsbad Wealth Advisory Group, Inc. | 1987600 | $155.1M | 45 | last filed Q2 2023 |
| GUARDIAN INVESTMENT MANAGEMENT | 1365474 | $154.9M | 60 | Q2 2026 |
| CYBER HORNET ETFs LLC | 1818014 | $154.9M | 507 | last filed Q1 2026 |
| Aegis Wealth Management, Inc. | 2096565 | $154.9M | 119 | Q2 2026 |
| RBS Partners, L.P. | 860585 | $154.9M | 2 | last filed Q3 2021 |
| Bright Futures Wealth Management, LLC. | 1803980 | $154.8M | 207 | Q2 2026 |
| WHI TRUST Co LLC | 2013902 | $154.7M | 59 | Q2 2026 |
| Diversified Investment Strategies, LLC | 1427196 | $154.6M | 52 | Q2 2026 |
| Tide Cove Capital Partners LLC | 2029464 | $154.6M | 13 | Q2 2026 |
| Entruity Wealth, LLC | 1719303 | $154.6M | 54 | Q2 2026 |
| Asset Planning,Inc | 2048547 | $154.4M | 334 | Q2 2026 |
| Outbound Financial Inc | 2144328 | $154.4M | 45 | Q2 2026 |
| BLALOCK WILLIAMS, LLC | 2092331 | $154.3M | 154 | Q2 2026 |
| ENTRUST FINANCIAL LLC | 2109860 | $154.2M | 445 | Q2 2026 |
| Sheets Smith Investment Management | 1785199 | $154.2M | 137 | last filed Q3 2025 |
| M3 Wealth Management, LLC | 2109365 | $154.1M | 35 | Q2 2026 |
| Oasis Advisors, LLC | 2124777 | $154.1M | 54 | Q2 2026 |
| Paradoxiom Capital L.P. | 2028104 | $154.1M | 31 | last filed Q1 2025 |
| Greenhaven Road Investment Management, L.P. | 1741129 | $154.0M | 17 | Q2 2026 |
| Lionshead Wealth Management, LLC | 2056752 | $154.0M | 112 | Q2 2026 |
| MUSTICO FINANCIAL GROUP, INC. | 2034361 | $154.0M | 49 | Q2 2026 |
| LRT Capital Management, LLC | 1798923 | $154.0M | 64 | Q2 2026 |
| Maytree Asset Management Ltd | 1869683 | $154.0M | 44 | Q2 2026 |
| Creegan & Nassoura Financial Group, LLC | 1631054 | $154.0M | 78 | last filed Q4 2025 |
| Macco Financial Group, Inc. | 2111816 | $153.9M | 22 | Q2 2026 |
| Hoese & Co LLP | 1840268 | $153.9M | 183 | Q2 2026 |
| Bluegrass Capital Partners LP | 1727353 | $153.9M | 11 | Q2 2026 |
| Safir Wealth Advisors, LLC | 1830103 | $153.9M | 17 | Q2 2026 |
| SageOak Financial, LLC | 2055829 | $153.8M | 37 | Q2 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | 2130022 | $153.7M | 68 | Q2 2026 |
| Anson Capital, Inc. | 1906003 | $153.7M | 93 | Q2 2026 |
| Genesis Financial Group, LLC | 2097587 | $153.7M | 100 | Q2 2026 |
| Orvieto Partners, L.P. | 2052484 | $153.6M | 46 | Q2 2026 |
| Illumine Investment Management, LLC | 2052970 | $153.6M | 95 | Q2 2026 |
| TAYLOR ASSET MANAGEMENT INC | 1561784 | $153.5M | 31 | last filed Q1 2019 |
| bLong Financial, LLC | 1943004 | $153.5M | 80 | Q2 2026 |
| SIENA CAPITAL LLC | 1913599 | $153.4M | 156 | last filed Q3 2022 |
| BMS Financial Advisors, LLC | 1928041 | $153.4M | 113 | last filed Q2 2023 |
| Verus Advisory, Inc. | 2064821 | $153.2M | 8 | last filed Q4 2025 |
| REDSTONE WEALTH MANAGEMENT, LLC | 2049950 | $153.2M | 31 | Q2 2026 |
| BROOKTREE CAPITAL MANAGEMENT | 1021296 | $153.2M | 44 | Q2 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | 2014898 | $153.2M | 87 | Q2 2026 |
| FLOYD FINANCIAL GROUP LLC | 2007613 | $153.1M | 65 | Q2 2026 |
| Prosperity Bancshares Inc | 1068851 | $153.1M | 450 | Q2 2026 |
| DiPaolo Financial Group, Inc. | 2111462 | $153.1M | 47 | Q2 2026 |
| ACT CAPITAL MANAGEMENT, LLC | 1442273 | $153.1M | 62 | Q2 2026 |
| Lapides Asset Management, LLC | 1357993 | $153.0M | 51 | last filed Q2 2023 |
| DKM Wealth Management, Inc. | 2055833 | $153.0M | 74 | Q2 2026 |
| Capital Squared Financial LLC | 2128691 | $153.0M | 87 | Q2 2026 |
| Goldenstone Wealth Management LLC | 2109094 | $152.9M | 76 | Q2 2026 |
| LANE BROTHERS & CO INC | 1177416 | $152.9M | 95 | Q2 2026 |
| Trace Wealth Advisors, LLC | 2055838 | $152.8M | 69 | Q2 2026 |
| Centenus Global Management, LP | 1720979 | $152.8M | 71 | last filed Q1 2020 |
| ALLIUM FINANCIAL ADVISORS, LLC | 2067277 | $152.7M | 80 | Q2 2026 |
| Loveless Wealth Management LLC | 1798026 | $152.7M | 122 | last filed Q2 2022 |
| State of Wisconsin - Board of Commissioners of Public Lands | 1967732 | $152.7M | 6 | Q2 2026 |
| Emerson Wealth, LLC | 1766671 | $152.7M | 59 | last filed Q2 2022 |
| Crestwood Capital Management, L.P. | 1468395 | $152.7M | 16 | Q2 2026 |
| DURANTE & WATERS, LLC | 1666582 | $152.6M | 31 | Q2 2026 |
| T. Rowe Price Investment Management, Inc. | 1897612 | $152.6M | 738 | Q2 2026 |
| TOWERVIEW LLC | 1166573 | $152.5M | 17 | Q2 2026 |
| Horizons Wealth Management | 1943228 | $152.5M | 166 | last filed Q1 2026 |
| Hedges Asset Management LLC | 1906202 | $152.4M | 108 | Q2 2026 |
| Madrid Wealth Management, LLC | 2106678 | $152.4M | 70 | Q2 2026 |
| Caldwell Investment Management Ltd. | 1904373 | $152.3M | 33 | Q2 2026 |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 1685660 | $152.3M | 12 | Q2 2026 |
| Redwood Park Advisors LLC | 2056274 | $152.2M | 351 | Q2 2026 |
| Clayton Partners LLC | 1550509 | $152.2M | 44 | Q2 2026 |
| Tannin Capital LLC | 2110834 | $152.2M | 169 | Q2 2026 |
| IF Advisors, LLC | 2109472 | $152.1M | 60 | Q2 2026 |
| MOULTON WEALTH MANAGEMENT, INC | 1792510 | $152.1M | 66 | Q2 2026 |
| Chung Wu Investment Group, LLC | 2054278 | $152.1M | 283 | Q2 2026 |
| WealthTrak Capital Management LLC | 2052710 | $152.0M | 77 | Q2 2026 |
| Hummer Financial Advisory Services Inc | 1802279 | $152.0M | 129 | Q2 2026 |
| Prota Financial, LLC | 2126257 | $151.9M | 70 | Q2 2026 |
| Uptown Financial Advisors LLC | 2066147 | $151.9M | 77 | Q2 2026 |
| Leap Investments LP | 1779672 | $151.9M | 388 | last filed Q2 2020 |
| Advaya LLP | 2056686 | $151.8M | 6 | Q2 2026 |
| True Light Capital Pte. Ltd. | 2107386 | $151.7M | 8 | Q2 2026 |
| U S WEALTH GROUP, LLC. | 1554427 | $151.7M | 42 | last filed Q4 2025 |
| WASHINGTON CAPITAL MANAGEMENT, INC | 928566 | $151.5M | 113 | Q2 2026 |
| Meritech Capital Associates V L.L.C. | 1613048 | $151.3M | 2 | Q2 2026 |
| RPS ADVISORY SOLUTIONS LLC | 2031671 | $151.3M | 104 | Q2 2026 |
| Gold Dragon Worldwide Asset Management Ltd | 1837241 | $151.3M | 2 | last filed Q2 2022 |
| Paladin Partners, LLC | 2141570 | $151.2M | 214 | Q2 2026 |
| Mittelman Wealth Management | 2021464 | $151.2M | 53 | Q2 2026 |
| Williams & Novak, LLC | 1998419 | $151.2M | 145 | Q2 2026 |
| MJT & Associates Financial Advisory Group, Inc. | 2065777 | $151.2M | 465 | Q2 2026 |
| Womack Financial LLC | 2107079 | $151.2M | 70 | Q2 2026 |
| Northern Financial Advisors Inc | 1962457 | $151.2M | 100 | Q2 2026 |
| Neumann Capital Management, LLC | 1631930 | $151.2M | 58 | Q2 2026 |
| Sanctuary Wealth Management, L.L.C. | 1728436 | $151.2M | 272 | last filed Q4 2024 |
| ATX Financial Planning, LLC | 2111013 | $151.1M | 83 | Q2 2026 |
| Hartmann Taylor Wealth Management, LLC | 2058267 | $151.0M | 54 | Q2 2026 |
| Black Diamond Capital Management I, LLLP | 2084285 | $151.0M | 8 | Q2 2026 |
| RIK SAYLOR FINANCIAL, INC. | 2045268 | $150.9M | 89 | Q2 2026 |
| Planning Capital Management Corp | 2012016 | $150.9M | 779 | last filed Q3 2024 |
| Themes Management Co LLC | 2107564 | $150.9M | 120 | Q2 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | 2069337 | $150.9M | 53 | Q2 2026 |
| SAGE ADVISORS, LLC | 2032121 | $150.8M | 48 | last filed Q4 2025 |
| Hamrick Investment Counsel, llc | 2126147 | $150.8M | 184 | Q2 2026 |
| A4 Wealth Advisors LLC | 2033987 | $150.8M | 91 | Q2 2026 |
| Adelphi Trust Co | 2106968 | $150.7M | 114 | Q2 2026 |
| Blackstart Capital LP | 1666647 | $150.6M | 21 | last filed Q2 2020 |
| Paladin Advisory Group, LLC | 1899703 | $150.6M | 243 | Q2 2026 |
| Slocum, Gordon & Co LLP | 1993325 | $150.5M | 70 | Q2 2026 |
| Stonebridge Financial Group, LLC / MO | 2109198 | $150.5M | 171 | Q2 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | 2056577 | $150.5M | 260 | Q2 2026 |
| Richard Young Associates, Ltd. | 2107563 | $150.5M | 29 | Q2 2026 |
| Leibman Financial Services, Inc. | 2006661 | $150.4M | 46 | Q2 2026 |
| Hillswick Asset Management, LLC | 1310052 | $150.4M | 13 | last filed Q1 2019 |
| JUMP TRADING, LLC | 1127998 | $150.3M | 222 | last filed Q2 2020 |
| Quattro Advisors LLC | 2111158 | $150.3M | 58 | Q2 2026 |
| Spartan Planning & Wealth Management | 1749283 | $150.3M | 75 | Q2 2026 |
| AmeriServ Wealth Advisors | 1102062 | $150.2M | 54 | Q2 2026 |
| PB INVESTMENT PARTNERS, L.P. | 1910391 | $150.2M | 9 | Q2 2026 |
| Index Venture Growth Associates III Ltd | 1785453 | $150.2M | 2 | Q2 2026 |
| Nicholson Meyer Capital Management, Inc. | 2065771 | $150.1M | 45 | Q2 2026 |
| Madryn Select Opportunities, LP | 1889283 | $150.1M | 4 | last filed Q4 2021 |
| BRIDGER MANAGEMENT, LLC | 1166309 | $150.1M | 24 | Q2 2026 |
| Kennondale Capital Management LLC | 2055199 | $150.1M | 80 | Q2 2026 |
| Pratt Collard Advisory Partners LLC | 1728318 | $150.0M | 97 | last filed Q2 2021 |
| Turn8 Private Wealth Inc. | 2070026 | $149.9M | 54 | Q2 2026 |
| PW ADVISORS, LLC \ FL | 2095919 | $149.8M | 36 | Q2 2026 |
| Sankala Group LLC | 2113426 | $149.8M | 631 | Q2 2026 |
| Sovereign's Capital Management, LLC | 1911637 | $149.8M | 70 | Q2 2026 |
| BHF RG Capital Inc. | 1802858 | $149.7M | 24 | last filed Q3 2021 |
| PlanVest Financial, Inc | 2135239 | $149.7M | 597 | Q2 2026 |
| Safe Harbor Family Capital, LLC | 2065810 | $149.7M | 57 | Q2 2026 |
| Axiom Investment Management LLC | 1513703 | $149.7M | 528 | Q2 2026 |
| Phillip James Consulting Co. | 2111830 | $149.6M | 332 | Q2 2026 |
| Black Cypress Capital Management, LLC | 2022614 | $149.6M | 29 | Q2 2026 |
| Compass Financial Group, Inc. (Ohio) | 2115210 | $149.6M | 48 | Q2 2026 |
| LTG Capital LLC | 1936987 | $149.5M | 24 | Q2 2026 |
| EJF Capital LP | 1353254 | $149.5M | 72 | Q2 2026 |
| HC FINANCIAL ADVISORS INC | 784045 | $149.4M | 330 | last filed Q2 2022 |
| South Shore Capital Advisors | 1852993 | $149.4M | 154 | Q2 2026 |
| MVM Partners LLP | 1893459 | $149.3M | 1 | last filed Q3 2022 |
| Platt Investment Counsel, LLC | 1859195 | $149.3M | 14 | Q2 2026 |
| BLODGETT WEALTH ADVISORS, LLC | 1907826 | $149.2M | 72 | Q2 2026 |
| ACAS, LLC | 1859505 | $149.2M | 93 | last filed Q2 2025 |
| HOERTKORN RICHARD CHARLES | 1598177 | $149.2M | 71 | Q2 2026 |
| Vennlight Capital Management, LP | 2013462 | $149.2M | 32 | Q2 2026 |
| CANNELL CAPITAL LLC | 1058854 | $149.1M | 36 | Q2 2026 |
| Green Alpha Advisors, LLC | 1439207 | $149.1M | 113 | Q2 2026 |
| Cravens & Co Advisors, LLC | 1966116 | $149.0M | 67 | Q2 2026 |
| SEVEN MILE ADVISORY | 1987932 | $148.9M | 158 | Q2 2026 |
| Vested Financial Planning, LLC | 2044679 | $148.9M | 29 | Q2 2026 |
| Oder Investment Management, LLC | 1845109 | $148.9M | 113 | Q2 2026 |
| Pine Haven Investment Counsel, Inc | 1899753 | $148.8M | 116 | Q2 2026 |
| Hall Private Wealth Advisors | 1744091 | $148.8M | 39 | last filed Q3 2023 |
| CARBONADO CAPITAL | 1641865 | $148.7M | 10 | last filed Q4 2018 |
| J2 Capital Management Inc | 1586882 | $148.7M | 123 | Q2 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 2021818 | $148.7M | 59 | Q2 2026 |
| Sage Investment Advisers LLC | 1925418 | $148.7M | 98 | Q2 2026 |
| Forty-three Eighteen Advisors, LLC | 2116323 | $148.6M | 74 | Q2 2026 |
| FIDUCIARY ADVISORS, INC. | 2047030 | $148.6M | 155 | Q2 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 2105785 | $148.6M | 70 | Q2 2026 |
| HAMILTON LANE ADVISORS LLC | 1573767 | $148.6M | 14 | Q2 2026 |
| Whipplewood Advisors, LLC | 2052510 | $148.6M | 636 | Q2 2026 |
| CA Family Wealth, LLC | 1804673 | $148.5M | 144 | last filed Q4 2019 |
| swisspartners Advisors Ltd | 1805754 | $148.4M | 23 | Q2 2026 |
| Northstar Financial Companies, Inc. | 2059828 | $148.4M | 117 | Q2 2026 |
| Morgan Creek Capital Management, LLC | 1623781 | $148.4M | 15 | Q2 2026 |
| Tuttle Capital Management, LLC | 1581641 | $148.4M | 116 | Q2 2026 |
| MONETTA FINANCIAL SERVICES INC | 869179 | $148.4M | 59 | Q2 2026 |
| Ivory Union Consulting Ltd | 2065347 | $148.4M | 3 | Q2 2026 |
| Phil A. Younker & Associates, Ltd. | 2063635 | $148.4M | 29 | Q2 2026 |
| Accordant Advisory Group Inc | 2013499 | $148.3M | 242 | Q2 2026 |
| Perissos Private Wealth Management, LLC | 2023071 | $148.3M | 79 | Q2 2026 |
| SACKS & ASSOCIATES, LLC | 2145868 | $148.2M | 80 | Q2 2026 |
| Vertex Investment Solutions Co., Ltd. | 2092214 | $148.2M | 26 | Q2 2026 |
| Peapod Lane Capital LLC | 2050979 | $148.2M | 61 | Q2 2026 |
| Nitor Capital Management LLC | 2019017 | $148.1M | 24 | Q2 2026 |
| Piscataqua Savings Bank | 1855835 | $148.1M | 412 | Q2 2026 |
| RUDMAN ERROL M | 860189 | $148.1M | 28 | last filed Q1 2019 |
| 9823 Capital, L.P. | 1982920 | $148.1M | 33 | Q2 2026 |
| MOON CAPITAL MANAGEMENT LP | 1387303 | $148.1M | 14 | Q2 2026 |
| Harbour Wealth Management Group, Inc. | 2085855 | $148.0M | 89 | Q2 2026 |
| Partnership Wealth Management, LLC | 2010656 | $147.9M | 67 | Q2 2026 |
| Total Wealth Planning & Management, Inc. | 2058383 | $147.9M | 189 | Q2 2026 |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 2044610 | $147.9M | 12 | Q2 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | 2042011 | $147.8M | 110 | Q2 2026 |
| Alcosta Capital Management, Inc. | 1842509 | $147.8M | 22 | Q2 2026 |
| RF&L WEALTH MANAGEMENT, LLC | 1965915 | $147.8M | 50 | Q2 2026 |
| LAWOOD & CO | 2109484 | $147.6M | 95 | Q2 2026 |
| BISLETT MANAGEMENT, LLC | 1425041 | $147.6M | 18 | Q2 2026 |
| Vanguard Capital Wealth Advisors | 1730578 | $147.6M | 132 | Q2 2026 |
| LiftPoint Family Wealth Advisors LLC | 2110810 | $147.6M | 69 | Q2 2026 |
| Tepp RIA, LLC | 2055925 | $147.5M | 49 | Q2 2026 |
| Dorato Capital Management | 2095216 | $147.5M | 254 | Q2 2026 |
| Summit Financial Consulting LLC | 2065794 | $147.4M | 49 | Q2 2026 |
| RED TREE MANAGEMENT, LLC | 2055980 | $147.3M | 3 | Q2 2026 |
| IDG China Venture Capital Fund IV Associates L.P. | 1609021 | $147.3M | 4 | Q2 2026 |
| Coquina Private Wealth LLC | 2103792 | $147.3M | 101 | Q2 2026 |
| Castlefield Investment Partners LLP | 2109835 | $147.3M | 35 | Q2 2026 |
| Sincerus Advisory, LLC | 2050968 | $147.3M | 81 | Q2 2026 |
| Sonic Fund II, L.P. | 1771377 | $147.2M | 27 | last filed Q3 2022 |
| Junson Asset Management (Hong Kong) Ltd | 1832179 | $147.2M | 33 | last filed Q3 2022 |
| Stellar Capital Management, LLC | 1326918 | $147.1M | 75 | last filed Q2 2020 |
| Madson Wealth Advisors Inc | 2129795 | $147.1M | 97 | Q2 2026 |
| DIAMANT ASSET MANAGEMENT, INC. | 1731124 | $147.1M | 81 | Q2 2026 |
| WINNACLE WEALTH LLC | 2079687 | $147.1M | 137 | Q2 2026 |
| Koa Wealth Management, LLC | 2022118 | $147.1M | 54 | Q2 2026 |
| Saber Capital Managment, LLC | 1911378 | $147.1M | 36 | Q2 2026 |
| Crocodile Capital Partners GmbH | 1956498 | $147.0M | 12 | Q2 2026 |
| Reliant Investment Partners, LLC | 2069207 | $147.0M | 126 | Q2 2026 |
| Mueller Wealth, LLC | 2110608 | $146.9M | 18 | Q2 2026 |
| Advisory Services & Investments, LLC | 1862931 | $146.9M | 40 | last filed Q3 2024 |
| Markin Volterra Fund LP | 2073603 | $146.9M | 66 | Q2 2026 |
| Nitorum Capital, L.P. | 1630243 | $146.8M | 23 | Q2 2026 |
| VitalStone Financial, LLC | 1963478 | $146.8M | 495 | last filed Q3 2024 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | 2109460 | $146.8M | 113 | Q2 2026 |
| LB Partners LLC | 2007877 | $146.6M | 34 | Q2 2026 |
| Fjell Capital, LLC | 2053350 | $146.6M | 66 | Q2 2026 |
| Sun Group Wealth Partners | 2111007 | $146.6M | 81 | Q2 2026 |
| Potomac Capital Management, Inc. | 1418746 | $146.5M | 65 | Q2 2026 |
| Guild Investment Management, Inc. | 1317802 | $146.4M | 59 | Q2 2026 |
| Midwest Financial Network, LLC | 2137280 | $146.4M | 105 | Q2 2026 |
| TMD & ASSOCIATES, INC | 1014358 | $146.4M | 45 | last filed Q2 2019 |
| Intrinsic Value Partners, LLC | 1910364 | $146.3M | 73 | Q2 2026 |
| Susquehanna Capital Management, LLC | 1879628 | $146.3M | 1 | Q2 2026 |
| LUMINUS MANAGEMENT LLC | 1279151 | $146.3M | 30 | Q2 2026 |
| AHL INVESTMENT MANAGEMENT, INC. | 1908425 | $146.3M | 68 | last filed Q3 2025 |
| Fairway Financial, LLC | 1921009 | $146.2M | 23 | Q2 2026 |
| Collier Financial | 1902901 | $146.2M | 141 | Q2 2026 |
| Seneschal Advisors, LLC | 2039659 | $146.0M | 596 | Q2 2026 |
| Clear Retirement Advice LLC | 2112984 | $146.0M | 54 | Q2 2026 |
| True Capital Management | 1697333 | $146.0M | 129 | last filed Q1 2023 |
| Bridgelight Financial Advisors, Inc. | 2145102 | $146.0M | 49 | Q2 2026 |
| Elm3 Financial Group, LLC | 2011201 | $146.0M | 135 | Q2 2026 |
| DMC Group, LLC | 1893403 | $146.0M | 128 | Q2 2026 |
| Wealth Management Solutions, LLC | 1905979 | $145.8M | 82 | last filed Q3 2023 |
| Antonelli Financial Advisors, LLC | 2055364 | $145.8M | 53 | Q2 2026 |
| Split Rock Private Trading & Wealth Management, LLC | 2095884 | $145.8M | 49 | Q2 2026 |
| JM2 Capital Inc. | 2103359 | $145.7M | 121 | Q2 2026 |
| Tenzing Financial LLC | 2111360 | $145.6M | 84 | Q2 2026 |