| Dentgroup LLC | 1867570 | $145.6M | 93 | last filed Q4 2025 |
| FS Capital Partners VI, LLC | 1623580 | $145.5M | 1 | last filed Q4 2023 |
| OptiFour Integrated Wealth Management, LLC | 1775361 | $145.5M | 74 | last filed Q4 2019 |
| Enhancing Capital LLC | 1909572 | $145.4M | 90 | Q2 2026 |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 2000490 | $145.4M | 61 | last filed Q3 2024 |
| WYNNEFIELD CAPITAL INC | 1251567 | $145.4M | 8 | Q2 2026 |
| BINGHAM PRIVATE WEALTH, LLC | 2063211 | $145.3M | 178 | Q2 2026 |
| Hegarty Advisors, LLC | 2107727 | $145.3M | 66 | Q2 2026 |
| RMR Capital Management, LLC | 2032709 | $145.2M | 76 | Q2 2026 |
| Corus Family Wealth Advisors | 1894830 | $145.2M | 82 | Q2 2026 |
| Cushing Capital Partners, LLC | 2054827 | $145.2M | 99 | Q2 2026 |
| McLaughlin Asset Management, Inc. | 2112239 | $145.2M | 96 | Q2 2026 |
| Global Trust Wealth Management LLC | 2065265 | $145.2M | 75 | Q2 2026 |
| Freedman Financial Associates, Inc. | 1846308 | $145.1M | 488 | last filed Q1 2022 |
| Anchor Capital Management Group Inc | 894119 | $145.1M | 15 | Q2 2026 |
| LightSquare Wealth Management, LLC | 2118318 | $145.0M | 104 | Q2 2026 |
| DARA CAPITAL US, INC. | 1891892 | $145.0M | 110 | Q2 2026 |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 1844428 | $145.0M | 242 | last filed Q1 2022 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2111369 | $145.0M | 91 | Q2 2026 |
| Clarity Retirement & Wealth, LLC | 2103352 | $144.9M | 32 | Q2 2026 |
| AO Asset Management, LP | 1594585 | $144.9M | 25 | last filed Q2 2022 |
| SWP Investment Management LLC | 2098300 | $144.8M | 43 | Q2 2026 |
| Pangea Capital Gestao de Recursos Ltda. | 2119167 | $144.8M | 11 | Q2 2026 |
| Elizabeth Park Capital Advisors, Ltd. | 1600583 | $144.8M | 44 | Q2 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | 2058144 | $144.7M | 1,063 | Q2 2026 |
| Jacobs Equity LLC | 2111761 | $144.7M | 121 | Q2 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | 2075393 | $144.6M | 98 | Q2 2026 |
| Clifford Group, LLC | 1965522 | $144.6M | 86 | Q2 2026 |
| Post Resch Tallon Group Inc. | 2054476 | $144.6M | 138 | Q2 2026 |
| Warm Springs Advisors Inc. | 2057078 | $144.6M | 45 | Q2 2026 |
| NorthLanding Financial Partners, LLC | 1655982 | $144.5M | 45 | Q2 2026 |
| SIERRA OCEAN, LLC | 2051715 | $144.5M | 72 | Q2 2026 |
| Robert B. Daugherty Foundation | 1515721 | $144.4M | 1 | Q2 2026 |
| BLUELINE ADVISORS LLC | 2110066 | $144.4M | 260 | Q2 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | 2147314 | $144.3M | 27 | Q2 2026 |
| AFFINIA FINANCIAL GROUP, LLC | 1802862 | $144.3M | 35 | last filed Q2 2023 |
| Boyce & Associates Wealth Consulting, Inc. | 1922884 | $144.2M | 82 | Q2 2026 |
| Marble Bar Asset Management LLP | 1346570 | $144.2M | 42 | Q2 2026 |
| Oakmont Investment Advisors, Inc. | 2150170 | $144.1M | 115 | Q2 2026 |
| Aflac Asset Management LLC | 1882466 | $144.1M | 1 | last filed Q4 2021 |
| Sharp Capital Gestora de Recursos Ltda. | 1818890 | $144.1M | 6 | Q2 2026 |
| Carbahal Olsen Financial Services Group, LLC | 2052538 | $144.0M | 40 | Q2 2026 |
| Kaizen Advisory, LLC | 1669336 | $144.0M | 570 | last filed Q4 2018 |
| PLANWISER FINANCIAL, LLC | 2043741 | $143.9M | 50 | Q2 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 1894044 | $143.8M | 40 | Q2 2026 |
| Capital Market Strategies LLC | 1810158 | $143.8M | 139 | last filed Q2 2025 |
| BLUE JEAN FINANCIAL LLC | 2047089 | $143.7M | 70 | Q2 2026 |
| Fox Financial, Inc | 2004131 | $143.6M | 12 | Q2 2026 |
| Woodside Wealth Management LLC | 2064883 | $143.5M | 45 | Q2 2026 |
| AH Equity Partners Bio II, L.L.C. | 1725722 | $143.5M | 4 | last filed Q3 2022 |
| ACUTA CAPITAL PARTNERS, LLC | 1582844 | $143.5M | 23 | Q2 2026 |
| Atlas Venture Advisors, Inc. | 1767432 | $143.4M | 3 | Q2 2026 |
| Bank of Marin | 1801145 | $143.4M | 133 | Q2 2026 |
| LongView Asset Management LLC | 2053960 | $143.4M | 51 | last filed Q4 2025 |
| PATHWAY WEALTH MANAGEMENT LLC | 2135623 | $143.4M | 31 | Q2 2026 |
| Jordan Park Trust Co LLC | 2051108 | $143.4M | 15 | Q2 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 1608826 | $143.3M | 57 | Q2 2026 |
| SECTORAL ASSET MANAGEMENT INC | 1274413 | $143.3M | 82 | Q2 2026 |
| SONNIPE LTD | 1946733 | $143.2M | 1 | Q2 2026 |
| Spotlight Asset Group, Inc. | 1809159 | $143.2M | 260 | last filed Q2 2024 |
| Maxele Advisors, LLC | 2096567 | $143.1M | 98 | Q2 2026 |
| Geier Asset Management, Inc. | 1848930 | $143.1M | 83 | last filed Q2 2021 |
| Vienna Asset Management LLC | 1913545 | $143.0M | 73 | Q2 2026 |
| WESTERN FINANCIAL Corp | 106077 | $143.0M | 93 | last filed Q3 2022 |
| GRIZZLYROCK CAPITAL, LLC | 2011732 | $143.0M | 20 | Q2 2026 |
| COMMONS CAPITAL, LLC | 1912835 | $142.9M | 96 | Q2 2026 |
| MATTERS CAPITAL LLC | 2110838 | $142.9M | 75 | Q2 2026 |
| Camelot Portfolios, LLC | 1569766 | $142.9M | 197 | Q2 2026 |
| Wechter Feldman Wealth Management, Inc. | 1538338 | $142.9M | 23 | last filed Q2 2021 |
| Midwestern Financial, LLC /IA | 2083276 | $142.8M | 54 | Q2 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | 1904067 | $142.8M | 10 | Q2 2026 |
| Repertoire Partners LP | 1909393 | $142.8M | 9 | last filed Q2 2025 |
| White Knight Strategic Wealth Advisors, LLC | 1904677 | $142.8M | 89 | Q2 2026 |
| LifePlan Financial, LLC | 1739485 | $142.8M | 89 | Q2 2026 |
| Gilbert Capital Group, Inc. | 2035854 | $142.8M | 56 | Q2 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | 2110760 | $142.7M | 44 | Q2 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | 2021982 | $142.6M | 104 | Q2 2026 |
| OUTFITTERS FINANCIAL LLC | 1846505 | $142.6M | 80 | Q2 2026 |
| Emmett Investment Management, LP | 2042845 | $142.6M | 28 | Q2 2026 |
| CLEARFIELD CAPITAL MANAGEMENT LP | 1643569 | $142.6M | 5 | Q2 2026 |
| Peak Wealth Management LLC | 2094948 | $142.5M | 59 | Q2 2026 |
| First Growth Capital Management LLC | 1830236 | $142.5M | 25 | last filed Q4 2020 |
| Somerset Group LLC | 1567912 | $142.5M | 58 | Q2 2026 |
| Private Advisors, LLC | 1766226 | $142.4M | 170 | last filed Q3 2020 |
| 1858 WEALTH MANAGEMENT, LLC | 2011812 | $142.4M | 113 | last filed Q3 2025 |
| VIRTUE ASSET MANAGEMENT LLC | 2094533 | $142.4M | 108 | Q2 2026 |
| Seelaus Asset Management LLC | 1705655 | $142.4M | 204 | Q2 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2114795 | $142.4M | 408 | Q2 2026 |
| Greenhouse Wealth Management, LLC | 1843566 | $142.3M | 52 | Q2 2026 |
| Richwood Investment Advisors, LLC | 1911900 | $142.2M | 106 | Q2 2026 |
| BARINGTON COMPANIES MANAGEMENT, LLC | 887762 | $142.2M | 9 | Q2 2026 |
| Investment Counsel Inc. | 1670053 | $142.1M | 51 | last filed Q1 2021 |
| KHIS Custodian LP | 2055575 | $142.1M | 1 | Q2 2026 |
| Legacy Advisory Services, LLC | 2068847 | $142.1M | 54 | Q2 2026 |
| MY Wealth Management Inc. | 1827845 | $142.0M | 46 | Q2 2026 |
| Rain Capital Management, LLC | 1667553 | $142.0M | 95 | last filed Q2 2024 |
| ASL Financial, LLC | 2105933 | $142.0M | 99 | Q2 2026 |
| HALLSTATT ADVISORS L.P. | 2040638 | $141.9M | 13 | Q2 2026 |
| Connective Capital Management, LLC | 1543568 | $141.9M | 70 | Q2 2026 |
| Kropog Financial Group, LLC | 2084205 | $141.9M | 39 | Q2 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | 1929328 | $141.9M | 39 | Q2 2026 |
| K2 Financial Inc. | 2044711 | $141.7M | 60 | Q2 2026 |
| TRAVELERS COMPANIES, INC. | 86312 | $141.6M | 2 | Q2 2026 |
| iSAM Funds (UK) Ltd | 1919867 | $141.6M | 241 | Q2 2026 |
| L1 Global Manager Pty Ltd | 1878742 | $141.6M | 121 | Q2 2026 |
| Keenan, LLC | 2111703 | $141.6M | 45 | Q2 2026 |
| SIG Growth Equity Funds Ltd Partnership, LLLP | 2009262 | $141.5M | 1 | last filed Q3 2024 |
| PartnerRe Asset Management CORP | 1301542 | $141.5M | 2 | Q2 2026 |
| Merited Wealth, LLC | 2123943 | $141.4M | 73 | Q2 2026 |
| NESTEGG ADVISORS, INC. | 2062716 | $141.4M | 53 | Q2 2026 |
| CAPITAL ONE FINANCIAL CORP | 927628 | $141.4M | 91 | last filed Q1 2022 |
| Veratis Advisors, Inc. | 2111807 | $141.3M | 84 | Q2 2026 |
| Alessandra Capital Management, LLC | 2132506 | $141.3M | 127 | Q2 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | 2114344 | $141.2M | 41 | Q2 2026 |
| SIMA Wealth Partners, LLC | 2135539 | $141.1M | 130 | Q2 2026 |
| Campbell Deegan Wealth Management, LLC | 2059743 | $141.0M | 52 | Q2 2026 |
| Avise Financial Cooperative, Inc. | 2013342 | $141.0M | 114 | Q2 2026 |
| Sound Portfolio Advisors, LLC | 2109204 | $140.9M | 48 | Q2 2026 |
| marrick wealth, LLC | 2109850 | $140.8M | 62 | Q2 2026 |
| Reflection Asset Management | 2108398 | $140.7M | 504 | last filed Q4 2025 |
| Nalls Sherbakoff Group, LLC | 1767500 | $140.7M | 378 | Q2 2026 |
| Pine Brook Road Advisors, L.P. | 1630691 | $140.5M | 1 | Q2 2026 |
| Fourthstone LLC | 1767803 | $140.5M | 25 | Q2 2026 |
| COBALT CAPITAL MANAGEMENT, INC. | 1086762 | $140.5M | 26 | Q2 2026 |
| Ethos Capital Management, Inc. | 2106214 | $140.5M | 59 | Q2 2026 |
| Graver Capital Management, LLC | 2056589 | $140.4M | 26 | Q2 2026 |
| Madison Park Capital Advisors, LLC | 1993022 | $140.3M | 65 | Q2 2026 |
| DEERE & CO | 315189 | $140.3M | 3 | last filed Q1 2024 |
| Vigil Wealth Management, LLC | 2107625 | $140.2M | 81 | Q2 2026 |
| Mallini Complete Financial Planning LLC | 2049540 | $140.2M | 70 | Q2 2026 |
| ARMOR ADVISORS, L.L.C. | 1600698 | $140.1M | 16 | Q2 2026 |
| Delta Wealth Advisors LLC | 1970701 | $140.0M | 46 | Q2 2026 |
| Opes Advisors Inc | 1694948 | $140.0M | 43 | last filed Q4 2018 |
| MFG WEALTH MANAGEMENT, INC. | 2053046 | $139.8M | 63 | Q2 2026 |
| AEGON USA Investment Management, LLC | 1454937 | $139.7M | 42 | Q2 2026 |
| Stenham Asset Management Ltd | 1840750 | $139.6M | 15 | Q2 2026 |
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 1512998 | $139.6M | 4 | last filed Q1 2019 |
| Odyssey Capital Advisors, Inc. | 2104872 | $139.6M | 101 | Q2 2026 |
| NorthAvenue LLC | 2123735 | $139.6M | 314 | Q2 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 2065074 | $139.6M | 40 | Q2 2026 |
| Two Creeks Capital Management, LP | 1606430 | $139.5M | 13 | Q2 2026 |
| Stegent Equity Advisors, Inc. | 1908976 | $139.5M | 112 | Q2 2026 |
| PCG ASSET MANAGEMENT, LLC | 2054906 | $139.5M | 84 | Q2 2026 |
| Blue Investment Opportunities, LLC - Project Breeze Series 1 | 2032685 | $139.5M | 1 | Q2 2026 |
| Cadia Private Client LLC | 2135817 | $139.4M | 76 | Q2 2026 |
| Ares Financial Consulting, LLC | 2106717 | $139.4M | 1,132 | Q2 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | 1904828 | $139.4M | 71 | last filed Q4 2025 |
| BALANCE CAPITAL PARTNERS L.P. | 2109256 | $139.3M | 10 | Q2 2026 |
| Hershey Financial Advisers, LLC | 2034214 | $139.2M | 85 | Q2 2026 |
| HIGH POINTE CAPITAL MANAGEMENT LLC | 1280051 | $139.2M | 78 | last filed Q1 2022 |
| HBE Wealth Management, LLC | 2104442 | $139.2M | 59 | Q2 2026 |
| Brickwood Asset Management LLP | 2056939 | $139.2M | 10 | Q2 2026 |
| Petiole USA ltd | 1600202 | $139.1M | 31 | Q2 2026 |
| Synergy Financial Group, LTD | 1905669 | $139.0M | 119 | Q2 2026 |
| Liberty Atlantic Advisors LLC | 2101909 | $139.0M | 86 | Q2 2026 |
| SeedSafe Financial LLC | 2149814 | $138.9M | 39 | Q2 2026 |
| BG Investment Services, LLC | 1873989 | $138.8M | 52 | Q2 2026 |
| RP Management, LLC | 1507673 | $138.8M | 4 | last filed Q1 2025 |
| Karani Asset Management LLC | 1792430 | $138.7M | 57 | Q2 2026 |
| New Mountain Capital, L.L.C. | 1407718 | $138.6M | 1 | Q2 2026 |
| Purewater Capital LLC | 2135327 | $138.6M | 56 | Q2 2026 |
| Parkworth Wealth Management, Inc. | 2026602 | $138.5M | 1,352 | last filed Q2 2025 |
| Delphi Management Partners VIII, L.L.C. | 1457494 | $138.5M | 4 | last filed Q3 2021 |
| GS Investments, Inc. | 1714590 | $138.4M | 133 | Q2 2026 |
| Sandro Wealth Management LLC | 2107860 | $138.4M | 103 | Q2 2026 |
| First Financial Group Corp | 2054920 | $138.3M | 81 | Q2 2026 |
| E-Wealth Partners, LLC | 2129940 | $138.3M | 59 | Q2 2026 |
| KLR INVESTMENT ADVISORS, LLC | 1973130 | $138.3M | 185 | last filed Q1 2024 |
| Hillman Capital Management, Inc. | 1314620 | $138.2M | 54 | Q2 2026 |
| Prosperity Advisers, LLC | 2042930 | $138.1M | 44 | Q2 2026 |
| Wealth & Pension Services Group, Inc. | 1697029 | $138.1M | 121 | last filed Q3 2019 |
| Cordasco Financial Network | 1594061 | $138.1M | 581 | last filed Q2 2022 |
| Wilmar Advisors LLC | 2052481 | $138.1M | 23 | Q2 2026 |
| ArborFi Advisors, LLC | 2054674 | $137.9M | 45 | Q2 2026 |
| QUANTRES ASSET MANAGEMENT Ltd | 1600581 | $137.9M | 144 | last filed Q1 2019 |
| Appalachian Capital Management Ltd | 2111450 | $137.9M | 43 | Q2 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | 2084339 | $137.9M | 208 | Q2 2026 |
| Orca Investment Management, LLC | 1511229 | $137.8M | 60 | Q2 2026 |
| Approach Retirement Advisors, LLC | 2106948 | $137.7M | 82 | Q2 2026 |
| Windsor Advisory Group, LLC | 1739953 | $137.7M | 97 | Q2 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 2031637 | $137.6M | 71 | Q2 2026 |
| Soapstone Management L.P. | 1726948 | $137.5M | 13 | Q2 2026 |
| Mountaineer Partners Management, LLC | 1730532 | $137.5M | 11 | Q2 2026 |
| ALPHA WINDWARD LLC | 1353219 | $137.4M | 395 | last filed Q3 2020 |
| TRG Investments, LLC | 1675088 | $137.4M | 1 | last filed Q4 2021 |
| Rubicon Advisors, GP | 2114679 | $137.3M | 86 | Q2 2026 |
| Pitti Group Wealth Management, LLC | 1909664 | $137.3M | 84 | Q2 2026 |
| GTS FINANCIAL, LLC | 2112647 | $137.2M | 41 | Q2 2026 |
| MARQUETTE ASSOCIATES, INC. | 2042617 | $137.2M | 38 | Q2 2026 |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 883933 | $137.2M | 29 | last filed Q4 2021 |
| WealthPoint Financial, LLC | 2040860 | $137.2M | 126 | Q2 2026 |
| Farnam Financial LLC | 2080267 | $137.1M | 53 | Q2 2026 |
| TRUSTCO BANK CORP N Y | 357301 | $137.1M | 77 | Q2 2026 |
| Sentinel Dome Partners, LLC | 2114194 | $137.1M | 32 | Q2 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 2056402 | $137.1M | 55 | Q2 2026 |
| Templeton & Phillips Capital Management, LLC | 1961304 | $137.1M | 52 | Q2 2026 |
| EXELON CORP | 1109357 | $137.0M | 9 | last filed Q4 2021 |
| Daytona Street Capital LLC | 2101936 | $137.0M | 277 | Q2 2026 |
| Crabel Capital Management, LLC | 1536557 | $136.9M | 51 | Q2 2026 |
| Praetorian Capital Management LLC | 1337851 | $136.9M | 20 | last filed Q1 2023 |
| SYNTAX RESEARCH, INC. | 1999827 | $136.9M | 179 | Q2 2026 |
| Transparent Wealth Partners LLC | 1906537 | $136.8M | 32 | last filed Q1 2023 |
| Impact Investors, Inc | 1824539 | $136.8M | 88 | Q2 2026 |
| Stone Wealth Partners | 1813454 | $136.8M | 63 | Q2 2026 |
| Barrier Capital Management, LLC | 1909089 | $136.8M | 18 | Q2 2026 |
| Momentum Wealth Planning, LLC | 2087652 | $136.7M | 38 | Q2 2026 |
| Timmons Wealth Management, LLC | 2110045 | $136.7M | 74 | Q2 2026 |
| Investment Advisory Services Group LLC | 2099157 | $136.7M | 37 | Q2 2026 |
| Axos Invest Inc. | 2042928 | $136.6M | 20 | Q2 2026 |
| Latash Investments, LLC | 1317961 | $136.5M | 20 | Q2 2026 |
| Aventus Investment Advisors, Inc. | 2093055 | $136.5M | 157 | Q2 2026 |
| Vesey Street Capital Partners, L.L.C. | 1910342 | $136.5M | 1 | Q2 2026 |
| Sidoxia Capital Management, LLC | 2132534 | $136.4M | 88 | Q2 2026 |
| UNIONVIEW, LLC | 1908167 | $136.4M | 91 | last filed Q4 2024 |
| Fulcrum Equity Management | 1737888 | $136.4M | 141 | Q2 2026 |
| Transmarket Holdings LP | 2134828 | $136.3M | 33 | Q2 2026 |
| LNZ Capital LP | 1666868 | $136.3M | 21 | last filed Q4 2021 |
| KVP Capital Advisors, LP | 1858198 | $136.2M | 35 | Q2 2026 |
| RAHLFS CAPITAL, LLC | 2056410 | $136.2M | 86 | Q2 2026 |
| MADRONA FUNDS, LLC | 1663871 | $136.1M | 58 | last filed Q3 2019 |
| WJ Financial Advisors LLC | 2095682 | $136.1M | 137 | Q2 2026 |
| SEMITAM BONAM LLC | 1922963 | $136.1M | 50 | Q2 2026 |
| Ishara Investments LP | 2111609 | $136.1M | 41 | Q2 2026 |
| HIGHSIDE GLOBAL MANAGEMENT LLC | 1802532 | $136.1M | 16 | last filed Q3 2022 |
| Eidelman Virant Capital | 1512865 | $136.0M | 177 | last filed Q3 2022 |
| Pollock Investment Advisors, LLC | 2049804 | $136.0M | 40 | last filed Q4 2025 |
| Golden Bell Financial Planning LLC | 2044309 | $136.0M | 41 | Q2 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | 1005186 | $136.0M | 127 | Q2 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | 1686343 | $136.0M | 79 | Q2 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | 1128074 | $135.9M | 83 | Q2 2026 |
| Challenger Wealth Management | 2057602 | $135.9M | 65 | Q2 2026 |
| Phillips Wealth Planners LLC | 1962628 | $135.8M | 217 | Q2 2026 |
| CORE WEALTH ADVISORS, LLC | 2110114 | $135.7M | 35 | Q2 2026 |
| Donalies Financial Planning, LLC | 2111587 | $135.7M | 78 | Q2 2026 |
| Telligent Fund, LP | 1470723 | $135.7M | 23 | Q2 2026 |
| Valor Advisors LLC | 2108599 | $135.7M | 32 | Q2 2026 |
| MRP Capital Investments, LLC | 1964831 | $135.7M | 223 | Q2 2026 |
| Targeted Financial Services LLC | 1758288 | $135.5M | 63 | Q2 2026 |
| Northwest Bank & Trust Co | 1936193 | $135.5M | 198 | last filed Q4 2024 |
| Tsai Capital Corp | 1574850 | $135.3M | 17 | Q2 2026 |
| 180 GPS Investments IC Ltd | 2077902 | $135.3M | 23 | Q2 2026 |
| INTREPID FAMILY OFFICE LLC | 1596197 | $135.2M | 35 | Q2 2026 |
| CornerStone Partners LLC | 1752833 | $135.2M | 9 | last filed Q3 2020 |
| RD Lewis Holdings, Inc. | 2046179 | $135.2M | 88 | Q2 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 2111372 | $135.2M | 78 | Q2 2026 |
| Mango Investments LLC | 2006561 | $135.2M | 23 | last filed Q1 2024 |
| Lakeshore Capital Group, Inc. | 2057465 | $135.1M | 74 | Q2 2026 |
| Barnett & Company, Inc. | 1426588 | $135.1M | 86 | Q2 2026 |
| Titan Investment Management LLC | 2112547 | $135.1M | 38 | Q2 2026 |
| BFI Wealth Solutions, LLC | 2110651 | $135.0M | 82 | Q2 2026 |