| 3001 |
Brady Martz Wealth Solutions, LLC |
$661M |
Q2 2026 |
| 3002 |
Montecito Bank & Trust |
$660M |
Q3 2026 |
| 3003 |
Beck Bode, LLC |
$660M |
Q2 2026 |
| 3004 |
Fourth Sail Capital LP |
$660M |
Q2 2026 |
| 3005 |
Providence Capital Advisors, LLC |
$659M |
Q2 2026 |
| 3006 |
Tyche Wealth Partners LLC |
$659M |
Q2 2026 |
| 3007 |
Pandi, LLC |
$658M |
Q2 2026 |
| 3008 |
Blue Owl Capital Holdings LP |
$658M |
Q2 2026 |
| 3009 |
Bourgeon Capital Management LLC |
$658M |
Q2 2026 |
| 3010 |
Allen Mooney & Barnes Investment Advisors LLC |
$658M |
Q2 2026 |
| 3011 |
Mitchell Capital Management Co |
$657M |
Q2 2026 |
| 3012 |
Partners in Financial Planning |
$657M |
Q2 2026 |
| 3013 |
Verum Partners LLC |
$657M |
Q2 2026 |
| 3014 |
Sentinel Pension Advisors, LLC |
$656M |
Q2 2026 |
| 3015 |
Strategic Point Investment Advisors, LLC |
$656M |
Q2 2026 |
| 3016 |
Alpha Omega Wealth Management LLC |
$655M |
Q2 2026 |
| 3017 |
Ritter Daniher Financial Advisory LLC / DE |
$655M |
Q2 2026 |
| 3018 |
CMH Wealth Management LLC |
$655M |
Q2 2026 |
| 3019 |
Wick Capital Partners, LLC |
$654M |
Q2 2026 |
| 3020 |
Citizens Business Bank |
$653M |
Q2 2026 |
| 3021 |
Atlas Legacy Advisors, LLC |
$653M |
Q2 2026 |
| 3022 |
Endurance Services Ltd |
$653M |
Q2 2026 |
| 3023 |
Stamos Capital Partners, L.P. |
$653M |
Q2 2026 |
| 3024 |
Nordwand Advisors, LLC |
$652M |
Q2 2026 |
| 3025 |
Three Arch Wealth Management LLC |
$652M |
Q2 2026 |
| 3026 |
Tempo Wealth, LLC |
$652M |
Q2 2026 |
| 3027 |
Clear Trail Advisors, LLC |
$652M |
Q2 2026 |
| 3028 |
MinichMacGregor Wealth Management, LLC |
$651M |
Q2 2026 |
| 3029 |
BlueSpruce Investments, LP |
$650M |
Q2 2026 |
| 3030 |
Garrett Wealth Advisory Group, LLC |
$650M |
Q2 2026 |
| 3031 |
Broad Run Investment Management, LLC |
$650M |
Q2 2026 |
| 3032 |
Pettyjohn, Wood & White, Inc |
$650M |
Q2 2026 |
| 3033 |
WealthShield Partners, LLC |
$650M |
Q2 2026 |
| 3034 |
Onex Canada Asset Management Inc. |
$649M |
Q2 2026 |
| 3035 |
Ask Capital Management, LLC |
$649M |
Q2 2026 |
| 3036 |
Marble Wealth, LLC |
$649M |
Q2 2026 |
| 3037 |
Curran Financial Partners, LLC |
$649M |
Q2 2026 |
| 3038 |
Woodard & Co Asset Management Group Inc /Adv |
$648M |
Q2 2026 |
| 3039 |
Factor Wealth Management LTD |
$647M |
Q2 2026 |
| 3040 |
Calton & Associates, INC. |
$647M |
Q2 2026 |
| 3041 |
Goodman Financial Corp |
$647M |
Q2 2026 |
| 3042 |
Asset Allocation Strategies LLC |
$647M |
Q2 2026 |
| 3043 |
Manchester Capital Management LLC |
$646M |
Q2 2026 |
| 3044 |
Jb Capital Partners LP |
$646M |
Q2 2026 |
| 3045 |
Founders Capital Management, LLC |
$646M |
Q2 2026 |
| 3046 |
Broderick Brian C |
$646M |
Q2 2026 |
| 3047 |
Gibraltar Capital Management, Inc. |
$646M |
Q2 2026 |
| 3048 |
Advisors Preferred, LLC |
$646M |
Q2 2026 |
| 3049 |
Patient Square Capital LP |
$646M |
Q2 2026 |
| 3050 |
Presilium Private Wealth, LLC |
$645M |
Q2 2026 |
| 3051 |
Concord Asset Management, LLC/VA |
$645M |
Q2 2026 |
| 3052 |
Vertex Planning Partners, LLC |
$645M |
Q2 2026 |
| 3053 |
Mengis Capital Management, Inc. |
$645M |
Q2 2026 |
| 3054 |
Heirloom Wealth Management |
$644M |
Q2 2026 |
| 3055 |
Harfst & Associates, Inc. |
$643M |
Q2 2026 |
| 3056 |
Schmidt P J Investment Management Inc |
$643M |
Q2 2026 |
| 3057 |
Foresite Capital Management VI LLC |
$643M |
Q2 2026 |
| 3058 |
Harvest Investment Services, LLC |
$642M |
Q2 2026 |
| 3059 |
Twin Tree Management, LP |
$642M |
Q2 2026 |
| 3060 |
Centric Wealth Management |
$642M |
Q2 2026 |
| 3061 |
Essex LLC |
$642M |
Q2 2026 |
| 3062 |
Martin & Co Inc /Tn/ |
$640M |
Q2 2026 |
| 3063 |
IPG Investment Advisors LLC |
$640M |
Q2 2026 |
| 3064 |
Waterfront Wealth Inc. |
$639M |
Q2 2026 |
| 3065 |
Sprucegrove Investment Management Ltd |
$639M |
Q2 2026 |
| 3066 |
Legacy Financial Strategies, LLC |
$639M |
Q2 2026 |
| 3067 |
Adventist Health System/ West |
$638M |
Q2 2026 |
| 3068 |
Pembroke Management, LTD |
$637M |
Q2 2026 |
| 3069 |
Grey Fox Wealth Advisors, LLC |
$637M |
Q2 2026 |
| 3070 |
Sky Investment Group LLC |
$637M |
Q2 2026 |
| 3071 |
Sunriver Management LLC |
$637M |
Q2 2026 |
| 3072 |
Maytus Capital Management, LLC |
$636M |
Q2 2026 |
| 3073 |
Perennial Advisors, LLC |
$636M |
Q2 2026 |
| 3074 |
Patten Group, Inc. |
$636M |
Q2 2026 |
| 3075 |
Ironwood Financial, llc |
$635M |
Q2 2026 |
| 3076 |
Ellis Investment Partners, LLC |
$635M |
Q2 2026 |
| 3077 |
IFG Advisors, LLC |
$635M |
Q2 2026 |
| 3078 |
Golden Reserve Retirement LLC |
$635M |
Q2 2026 |
| 3079 |
Aspen Grove Capital, LLC |
$635M |
Q2 2026 |
| 3080 |
Martel Wealth Advisors LLC |
$635M |
Q2 2026 |
| 3081 |
Mountain Pacific Investment Advisers LLC |
$635M |
Q2 2026 |
| 3082 |
BOCHK Asset Management Ltd |
$634M |
Q2 2026 |
| 3083 |
Altiora Financial Group, LLC |
$634M |
Q2 2026 |
| 3084 |
Kiley Juergens Wealth Management, LLC |
$633M |
Q2 2026 |
| 3085 |
Aegis Financial Corp |
$633M |
Q2 2026 |
| 3086 |
Delaney Capital Management Ltd. |
$632M |
Q2 2026 |
| 3087 |
Galaxy Digital Inc. |
$632M |
Q2 2026 |
| 3088 |
Peak Retirement Planning, Inc. |
$632M |
Q2 2026 |
| 3089 |
Scott Capital Advisors, LLC |
$631M |
Q2 2026 |
| 3090 |
Generali Powszechne Towarzystwo Emerytalne |
$631M |
Q2 2026 |
| 3091 |
Machina Capital S.A.S. |
$631M |
Q2 2026 |
| 3092 |
GenWealth Group, Inc. |
$631M |
Q2 2026 |
| 3093 |
Leonard Rickey Investment Advisors P.L.L.C. |
$630M |
Q2 2026 |
| 3094 |
Trails Edge Capital Partners, LP |
$630M |
Q2 2026 |
| 3095 |
St. James Investment Company, LLC |
$630M |
Q2 2026 |
| 3096 |
Uptick Partners, LLC |
$630M |
Q2 2026 |
| 3097 |
Mayport, LLC |
$630M |
Q2 2026 |
| 3098 |
Park Place Capital Corp |
$629M |
Q2 2026 |
| 3099 |
Rbo & Co LLC |
$628M |
Q2 2026 |
| 3100 |
Drucker Wealth 3.0, LLC |
$628M |
Q2 2026 |
| 3101 |
Elk River Wealth Management LLC |
$627M |
Q2 2026 |
| 3102 |
Stenger Family Office, LLC |
$627M |
Q2 2026 |
| 3103 |
Atlanta Consulting Group Advisors, LLC |
$627M |
Q2 2026 |
| 3104 |
Financial Strategies Group, Inc. |
$627M |
Q2 2026 |
| 3105 |
New Harbor Financial Group, LLC |
$627M |
Q2 2026 |
| 3106 |
Satovsky Asset Management LLC |
$627M |
Q2 2026 |
| 3107 |
Paradice Investment Management LLC |
$627M |
Q2 2026 |
| 3108 |
Formidable Asset Management, LLC |
$626M |
Q2 2026 |
| 3109 |
D L Carlson Investment Group Inc |
$626M |
Q2 2026 |
| 3110 |
Marino, Stram & Associates LLC |
$626M |
Q2 2026 |
| 3111 |
Bellecapital International Ltd. |
$625M |
Q2 2026 |
| 3112 |
Third Avenue Management LLC |
$625M |
Q2 2026 |
| 3113 |
Avidity Partners Management LP |
$624M |
Q2 2026 |
| 3114 |
RAM Investment Partners, LLC |
$624M |
Q2 2026 |
| 3115 |
Grace & White Inc /Ny |
$624M |
Q2 2026 |
| 3116 |
Amarillo National Bank |
$624M |
Q2 2026 |
| 3117 |
Davidson Capital Management Inc. |
$624M |
Q2 2026 |
| 3118 |
Sovereign Financial Group, Inc. |
$623M |
Q2 2026 |
| 3119 |
TB Alternative Assets Ltd. |
$623M |
Q2 2026 |
| 3120 |
Proactive Wealth Strategies LLC |
$623M |
Q2 2026 |
| 3121 |
Lind Value II ApS |
$622M |
Q2 2026 |
| 3122 |
Accel Leaders 3 Associates L.P. |
$622M |
Q2 2026 |
| 3123 |
Milestone Asset Management, LLC |
$622M |
Q2 2026 |
| 3124 |
Parkwoods Wealth Partners, LLC |
$622M |
Q2 2026 |
| 3125 |
Kesler, Norman & Wride, LLC |
$621M |
Q2 2026 |
| 3126 |
Rit Capital Partners plc |
$621M |
Q2 2026 |
| 3127 |
Intel Corp |
$621M |
Q2 2026 |
| 3128 |
Evolution Wealth Advisors, LLC |
$621M |
Q2 2026 |
| 3129 |
SoftVest Advisors, LLC |
$620M |
Q2 2026 |
| 3130 |
KPS Global Asset Management UK Ltd |
$620M |
Q2 2026 |
| 3131 |
Te Ahumairangi Investment Management Ltd |
$620M |
Q2 2026 |
| 3132 |
Sig Brokerage, LP |
$620M |
Q2 2026 |
| 3133 |
Baker Chad R |
$620M |
Q2 2026 |
| 3134 |
Performa Ltd (US), LLC |
$620M |
Q2 2026 |
| 3135 |
Spinnaker Investment Group, LLC |
$620M |
Q2 2026 |
| 3136 |
Robotti Robert |
$620M |
Q2 2026 |
| 3137 |
Chemistry Wealth Management LLC |
$619M |
Q2 2026 |
| 3138 |
Quarry LP |
$619M |
Q2 2026 |
| 3139 |
Fortis Group Advisors, LLC |
$619M |
Q2 2026 |
| 3140 |
Great Point Wealth Advisors, LLC |
$619M |
Q2 2026 |
| 3141 |
Atlas Wealth LLC |
$618M |
Q2 2026 |
| 3142 |
Black Swift Group, LLC |
$618M |
Q2 2026 |
| 3143 |
Mason & Associates Inc |
$618M |
Q2 2026 |
| 3144 |
Dymon Asia Capital (singapore) PTE. LTD. |
$617M |
Q2 2026 |
| 3145 |
Keb Asset Management, LLC |
$617M |
Q2 2026 |
| 3146 |
Financial Gravity Companies, Inc. |
$616M |
Q2 2026 |
| 3147 |
CacheTech Inc. |
$616M |
Q2 2026 |
| 3148 |
Baring Fintech Fund III Managers Ltd |
$616M |
Q2 2026 |
| 3149 |
Alight Capital Management LP |
$615M |
Q2 2026 |
| 3150 |
SMI Advisory Services, LLC |
$615M |
Q2 2026 |
| 3151 |
Odyssean, LLC |
$615M |
Q2 2026 |
| 3152 |
Financial Security Advisor, Inc. |
$615M |
Q2 2026 |
| 3153 |
Tetragon Partners GP Ltd |
$614M |
Q2 2026 |
| 3154 |
Conrad Siegel Investment Advisors, Inc. |
$614M |
Q2 2026 |
| 3155 |
Sands Capital Alternatives, LLC |
$614M |
Q2 2026 |
| 3156 |
Turim 21 Investimentos Ltda. |
$613M |
Q2 2026 |
| 3157 |
Periscope Capital INC. |
$613M |
Q2 2026 |
| 3158 |
Intelligence Driven Advisers, LLC |
$612M |
Q2 2026 |
| 3159 |
Twele Capital Management, Inc. |
$612M |
Q2 2026 |
| 3160 |
Deltroit Asset Management (UK) LLP |
$612M |
Q2 2026 |
| 3161 |
M. Kulyk & Associates, LLC |
$612M |
Q2 2026 |
| 3162 |
Northcape Capital Pty Ltd |
$612M |
Q2 2026 |
| 3163 |
Fft Wealth Management LLC |
$612M |
Q2 2026 |
| 3164 |
TruNorth Capital Management, LLC |
$612M |
Q2 2026 |
| 3165 |
Avenir Tech Ltd |
$612M |
Q2 2026 |
| 3166 |
Birnam Oak Advisors, LP |
$612M |
Q2 2026 |
| 3167 |
Jacobson & Schmitt Advisors, LLC |
$611M |
Q2 2026 |
| 3168 |
KCM Capital Inc |
$611M |
Q2 2026 |
| 3169 |
Fonville Wealth Management LLC |
$611M |
Q2 2026 |
| 3170 |
LMG Wealth Partners, LLC |
$611M |
Q2 2026 |
| 3171 |
Ikarian Capital, LLC |
$611M |
Q2 2026 |
| 3172 |
West Wealth Group, LLC |
$610M |
Q2 2026 |
| 3173 |
Portfolio Design Labs, LLC |
$610M |
Q2 2026 |
| 3174 |
Gibson Capital, LLC |
$610M |
Q2 2026 |
| 3175 |
Integrated Quantitative Investments LLC |
$609M |
Q2 2026 |
| 3176 |
Summit Partners L P |
$609M |
Q2 2026 |
| 3177 |
Ursa Fund Management, LLC |
$609M |
Q2 2026 |
| 3178 |
SkyOak Wealth, LLC |
$609M |
Q2 2026 |
| 3179 |
Grant Street Asset Management, Inc. |
$609M |
Q2 2026 |
| 3180 |
Mattern Wealth Management LLC |
$608M |
Q2 2026 |
| 3181 |
FLC Capital Advisors |
$608M |
Q2 2026 |
| 3182 |
Sompo Asset Management Co., Ltd. |
$608M |
Q2 2026 |
| 3183 |
Francis Financial, Inc. |
$608M |
Q2 2026 |
| 3184 |
Crusonia Wealth Advisors LLC |
$607M |
Q2 2026 |
| 3185 |
Mason Capital Management LLC |
$607M |
Q2 2026 |
| 3186 |
Matauro, LLC |
$607M |
Q2 2026 |
| 3187 |
Conifer Management, L.L.C. |
$607M |
Q2 2026 |
| 3188 |
Findell Capital Management LLC |
$607M |
Q2 2026 |
| 3189 |
Skba Capital Management LLC |
$606M |
Q2 2026 |
| 3190 |
North Point Portfolio Managers Corp/Oh |
$606M |
Q2 2026 |
| 3191 |
Arthur M. Cohen & Associates, LLC |
$606M |
Q2 2026 |
| 3192 |
Seven Fleet Capital Management LP |
$606M |
Q2 2026 |
| 3193 |
Banc Funds Co LLC |
$605M |
Q2 2026 |
| 3194 |
Verbena Value LP |
$605M |
Q2 2026 |
| 3195 |
VeraBank, N.A. |
$604M |
Q2 2026 |
| 3196 |
Platform Technology Partners |
$604M |
Q2 2026 |
| 3197 |
Eagle Health Investments LP |
$603M |
Q2 2026 |
| 3198 |
Perkins Coie Trust Co |
$603M |
Q2 2026 |
| 3199 |
Oakwell Private Wealth Management, LLC |
$603M |
Q2 2026 |
| 3200 |
Fox Run Management, L.L.C. |
$602M |
Q2 2026 |