| Citadel Advisors LLC | $875.1B | 13,575 | 2026-06-30 |
| Berkshire Hathaway Inc | $299.3B | 29 | 2026-06-30 |
| AQR Capital Management LLC | $286.8B | 3,900 | 2026-06-30 |
| Millennium Management LLC | $276.3B | 5,796 | 2026-06-30 |
| D. E. Shaw & Co., Inc. | $210.2B | 4,833 | 2026-06-30 |
| Two Sigma Investments, LP | $138.1B | 5,017 | 2026-06-30 |
| Marshall Wace, LLP | $126.7B | 3,103 | 2026-06-30 |
| Point72 Asset Management, L.P. | $90.7B | 3,923 | 2026-06-30 |
| Harris Associates L P | $75.4B | 162 | 2026-06-30 |
| Renaissance Technologies LLC | $72.6B | 3,140 | 2026-06-30 |
| Coatue Management LLC | $48.6B | 66 | 2026-06-30 |
| Viking Global Investors LP | $35.1B | 90 | 2026-06-30 |
| Gates Foundation Trust | $34.4B | 24 | 2026-06-30 |
| Bridgewater Associates, LP | $24.4B | 997 | 2026-06-30 |
| Tiger Global Management LLC | $24B | 46 | 2026-06-30 |
| Elliott Investment Management L.P. | $22.7B | 29 | 2026-06-30 |
| Lone Pine Capital LLC | $16.4B | 34 | 2026-06-30 |
| Congress Asset Management Co | $15.4B | 406 | 2026-09-30 |
| ARK Investment Management LLC | $15.4B | 191 | 2026-06-30 |
| Farther Finance Advisors, LLC | $14.2B | 6,151 | 2026-09-30 |
| Pershing Square Capital Management, L.P. | $13.7B | 11 | 2026-03-31 |
| Mn Services Vermogensbeheer B.V. | $13.4B | 428 | 2026-09-30 |
| Whale Rock Capital Management LLC | $12.5B | 35 | 2026-06-30 |
| Polen Capital Management LLC | $11.6B | 219 | 2026-06-30 |
| Artemis Investment Management LLP | $11.5B | 200 | 2026-09-30 |
| Altimeter Capital Management, LP | $9.8B | 20 | 2026-06-30 |
| Andra AP-fonden | $8.7B | 393 | 2026-06-30 |
| Two Seas Capital LP | $8.7B | 47 | 2026-09-30 |
| Ferguson Wellman Capital Management, Inc | $8.4B | 431 | 2026-09-30 |
| Icahn Carl C | $8.3B | 12 | 2026-06-30 |
| Soros Fund Management LLC | $8.1B | 266 | 2026-06-30 |
| Apella Capital, LLC | $7.9B | 806 | 2026-09-30 |
| Appaloosa LP | $7.7B | 27 | 2026-06-30 |
| Douglas Lane & Associates, LLC | $7.5B | 246 | 2026-09-30 |
| Sapient Capital LLC | $7.4B | 392 | 2026-09-30 |
| Border to Coast Pensions Partnership Ltd | $7.3B | 89 | 2026-09-30 |
| Gradient Investments LLC | $7B | 457 | 2026-09-30 |
| Eastern Bank | $6.6B | 1,107 | 2026-09-30 |
| Baupost Group LLC/Ma | $5.4B | 23 | 2026-06-30 |
| Duquesne Family Office LLC | $5.2B | 95 | 2026-06-30 |
| Akre Capital Management LLC | $5.1B | 20 | 2026-06-30 |
| Valeo Financial Advisors, LLC | $4.7B | 862 | 2026-09-30 |
| Third Point LLC | $4.7B | 43 | 2026-06-30 |
| Fenimore Asset Management Inc | $4.6B | 93 | 2026-09-30 |
| Zevenbergen Capital Investments LLC | $4.4B | 118 | 2026-09-30 |
| Wedmont Private Capital | $4.2B | 1,006 | 2026-09-30 |
| Reinhart Partners, LLC. | $4.1B | 72 | 2026-09-30 |
| Hamlin Capital Management, LLC | $4B | 28 | 2026-09-30 |
| SigFig Wealth Management, LLC | $4B | 150 | 2026-09-30 |
| Venture Visionary Partners LLC | $3.8B | 737 | 2026-09-30 |
| MassMutual Private Wealth & Trust, FSB | $3.8B | 2,398 | 2026-09-30 |
| Himalaya Capital Management LLC | $3.7B | 8 | 2026-06-30 |
| Park National Corp /Oh/ | $3.7B | 314 | 2026-09-30 |
| Avidian Wealth Enterprises, LLC | $3.6B | 753 | 2026-09-30 |
| CoreCap Advisors, LLC | $3.5B | 3,146 | 2026-09-30 |
| Argent Capital Management LLC | $3.1B | 172 | 2026-09-30 |
| GAMMA Investing LLC | $3B | 4,329 | 2026-09-30 |
| Chickasaw Capital Management LLC | $2.8B | 95 | 2026-09-30 |
| Rockland Trust Co | $2.6B | 320 | 2026-09-30 |
| Acropolis Investment Management, LLC | $2.5B | 379 | 2026-09-30 |
| Quintet Private Bank (Europe) S.A. | $2.3B | 192 | 2026-09-30 |
| Reynders McVeigh Capital Management, LLC | $2.3B | 196 | 2026-06-30 |
| Sound Income Strategies, LLC | $2.2B | 478 | 2026-09-30 |
| Oak Grove Capital LLC | $2.2B | 114 | 2026-09-30 |
| Greenlight Capital Inc | $2B | 40 | 2023-12-31 |
| Atwood & Palmer Inc | $1.9B | 496 | 2026-09-30 |
| Legacy Private Trust Co. | $1.8B | 272 | 2026-09-30 |
| Hamilton Capital, LLC | $1.8B | 155 | 2026-09-30 |
| Valley Wealth Managers, Inc. | $1.8B | 345 | 2026-09-30 |
| Stephens Group Asset Management, LLC | $1.8B | 26 | 2026-09-30 |
| Armstrong Advisory Group, Inc | $1.7B | 1,040 | 2026-09-30 |
| Everhart Financial Group, Inc. | $1.6B | 495 | 2026-09-30 |
| Avity Investment Management Inc. | $1.6B | 120 | 2026-09-30 |
| YHB Investment Advisors, Inc. | $1.6B | 314 | 2026-09-30 |
| RVW Wealth, LLC | $1.6B | 185 | 2026-09-30 |
| Titleist Asset Management, LLC | $1.5B | 428 | 2026-09-30 |
| Schaper Benz & Wise Investment Counsel Inc/Wi | $1.5B | 160 | 2026-09-30 |
| First Heartland Consultants, Inc. | $1.5B | 592 | 2026-09-30 |
| Fairholme Capital Management LLC | $1.5B | 13 | 2026-06-30 |
| Neville Rodie & Shaw Inc | $1.5B | 239 | 2026-09-30 |
| Pensioenfonds Rail & Ov | $1.4B | 40 | 2025-03-31 |
| Tompkins Financial Corp | $1.4B | 558 | 2026-09-30 |
| Kwmg, LLC | $1.4B | 155 | 2026-09-30 |
| Scion Asset Management, LLC | $1.4B | 8 | 2025-09-30 |
| Bank of Finland | $1.4B | 4 | 2026-09-30 |
| Anchor Investment Management, LLC | $1.3B | 1,207 | 2026-06-30 |
| Galvin, Gaustad & Stein, LLC | $1.3B | 257 | 2026-09-30 |
| CapWealth Advisors, LLC | $1.3B | 122 | 2026-09-30 |
| Bangor Savings Bank | $1.3B | 543 | 2026-09-30 |
| Heartwood Wealth Advisors LLC | $1.3B | 223 | 2026-09-30 |
| Cooper Financial Group | $1.3B | 450 | 2026-09-30 |
| Silicon Valley Capital Partners | $1.2B | 457 | 2026-06-30 |
| Moody National Bank Trust Division | $1.2B | 502 | 2026-09-30 |
| Ayalon Insurance Comp Ltd. | $1.2B | 70 | 2026-09-30 |
| Jia Investment Alliance Pte. Ltd. | $1.2B | 23 | 2026-09-30 |
| Jacobs & Co/Ca | $1.2B | 132 | 2026-09-30 |
| Private Capital Advisors, Inc. | $1.2B | 78 | 2026-09-30 |
| Canandaigua National Bank & Trust Co | $1.2B | 310 | 2026-09-30 |
| Trust Co | $1.1B | 915 | 2026-09-30 |
| Atomic Invest LLC | $1.1B | 389 | 2026-06-30 |
| Armstrong Henry H Associates Inc | $1.1B | 61 | 2026-09-30 |
| Great Waters Wealth Management | $1.1B | 131 | 2026-09-30 |
| American National Bank & Trust | $1.1B | 618 | 2026-09-30 |
| Graves Light Lenhart Wealth, Inc. | $1.1B | 196 | 2026-09-30 |
| Tetrad Corp | $1B | 3 | 2026-09-30 |
| Insight Wealth Strategies, LLC | $1B | 194 | 2026-09-30 |
| Grove Bank & Trust | $1B | 932 | 2026-09-30 |
| Toth Financial Advisory Corp | $1B | 1,024 | 2026-09-30 |
| Segra Capital Management, LLC | $987.4M | 15 | 2026-09-30 |
| Adams Asset Advisors, LLC | $984.4M | 94 | 2026-09-30 |
| Bath Savings Trust Co | $965.9M | 178 | 2026-09-30 |
| Central Pacific Bank - Trust Division | $952M | 849 | 2026-09-30 |
| Wealth Enhancement Trust Services, Inc. | $936.6M | 780 | 2026-09-30 |
| Violich Capital Management, Inc. | $926.7M | 113 | 2026-09-30 |
| RTD Financial Advisors, Inc. | $914M | 124 | 2026-09-30 |
| Oak Root LLC | $907.1M | 10 | 2026-09-30 |
| Pathway Financial Advisors LLC | $905.1M | 128 | 2026-09-30 |
| Eclectic Associates Inc /Adv | $894.8M | 162 | 2026-09-30 |
| Capital Advisors Wealth Management, LLC | $887.6M | 233 | 2026-09-30 |
| Inspirion Wealth Advisors, LLC | $880.4M | 188 | 2026-09-30 |
| Financial Enhancement Group LLC | $870.7M | 139 | 2026-09-30 |
| Peterson Wealth Advisors, LLC | $861.9M | 116 | 2026-09-30 |
| Mirador Capital Partners LP | $859.3M | 224 | 2026-09-30 |
| Breakwater Capital Group | $844.1M | 392 | 2026-09-30 |
| Professional Advisory Services Inc | $836.9M | 90 | 2026-09-30 |
| WoodTrust Financial Corp | $825.2M | 180 | 2026-09-30 |
| Riversedge Advisors, LLC | $813M | 368 | 2026-09-30 |
| Marquette Asset Management, LLC | $765.9M | 785 | 2026-09-30 |
| Deeter Investments LLP | $720.9M | 97 | 2026-06-30 |
| Market Street Wealth Management Advisors LLC | $702.9M | 136 | 2026-09-30 |
| Central Bank & Trust Co | $701.4M | 181 | 2026-09-30 |
| Boston Standard Wealth Management, LLC | $695.9M | 57 | 2026-09-30 |
| Financial Management Network Inc | $694.6M | 209 | 2026-09-30 |
| Matrix Trust Co | $687.6M | 102 | 2026-09-30 |
| Allen Mooney & Barnes Investment Advisors LLC | $672.5M | 158 | 2026-09-30 |
| Factor Wealth Management LTD | $654.1M | 163 | 2026-09-30 |
| Overbrook Management Corp | $643.3M | 53 | 2026-09-30 |
| Balefire, LLC | $635.9M | 463 | 2026-09-30 |
| Sunburst Financial Group, LLC | $631.4M | 136 | 2026-09-30 |
| Dudley & Shanley, Inc. | $629.2M | 36 | 2026-09-30 |
| Tlwm | $627.5M | 74 | 2026-09-30 |
| Conrad Siegel Investment Advisors, Inc. | $618.2M | 74 | 2026-09-30 |
| Whitaker-Myers Wealth Managers, LTD. | $614M | 123 | 2026-09-30 |
| Steginsky Capital LLC | $609.8M | 8 | 2026-09-30 |
| Shah Capital Management | $605.3M | 11 | 2026-09-30 |
| North Point Portfolio Managers Corp/Oh | $595M | 264 | 2026-09-30 |
| Iowa State Bank | $591.7M | 116 | 2026-09-30 |
| Mfa Wealth Advisors, LLC | $588.8M | 93 | 2026-09-30 |
| Intelligence Driven Advisers, LLC | $579.2M | 134 | 2026-09-30 |
| Diversified Management Inc | $572.9M | 236 | 2026-09-30 |
| Lincoln Capital LLC | $570.3M | 138 | 2026-09-30 |
| Investors Research Corp | $569M | 790 | 2026-09-30 |
| Crumly & Associates Inc. | $563.5M | 207 | 2026-09-30 |
| Rosenberg Matthew Hamilton | $558.5M | 817 | 2026-09-30 |
| Leverty Financial Group, LLC | $548.5M | 48 | 2026-09-30 |
| Paragon Capital Management Ltd | $543.5M | 207 | 2026-09-30 |
| Wealth Group Ltd | $540M | 97 | 2026-09-30 |
| Cherry Tree Wealth Management, LLC | $531.5M | 594 | 2026-06-30 |
| Castle Rock Wealth Management, LLC | $531.2M | 269 | 2026-09-30 |
| Bright Rock Capital Management, LLC | $529.1M | 72 | 2026-09-30 |
| Chapin Davis, Inc. | $520.2M | 258 | 2026-09-30 |
| Weaver Consulting Group | $514.3M | 305 | 2026-09-30 |
| Baker Tilly Wealth Management, LLC | $510.4M | 287 | 2026-09-30 |
| Friday Financial | $505.8M | 119 | 2026-09-30 |
| Cypress Asset Management Inc/Tx | $505.7M | 107 | 2026-09-30 |
| Shulman DeMeo Asset Management LLC | $505.4M | 144 | 2026-09-30 |
| Towneley Capital Management, Inc / DE | $504.7M | 45 | 2026-09-30 |
| Benedict Financial Advisors Inc | $503.8M | 136 | 2026-09-30 |
| Premier Financial Group | $497.3M | 234 | 2026-06-30 |
| Decker Wealth Management LLC | $492.7M | 122 | 2026-09-30 |
| Waller Financial Planning Group, Inc | $492.6M | 80 | 2026-09-30 |
| O'Keefe Stevens Advisory, Inc. | $489.2M | 81 | 2026-09-30 |
| Bill Few Associates, Inc. | $484.7M | 234 | 2026-09-30 |
| Collective Family Office LLC | $484.2M | 162 | 2026-09-30 |
| Monument Capital Management | $479.9M | 255 | 2026-09-30 |
| Go Invest LLC | $472.5M | 104 | 2026-09-30 |
| Whitcomb & Hess, Inc. | $466.9M | 65 | 2026-09-30 |
| Cadent Capital Advisors, LLC | $466.4M | 186 | 2026-09-30 |
| Bank of New Hampshire | $463.2M | 527 | 2026-09-30 |
| Legacy Wealth Asset Management, LLC | $456.3M | 357 | 2026-09-30 |
| Stokes Capital Advisors, LLC | $455.5M | 118 | 2026-09-30 |
| Prosperity Planning, Inc. | $450.7M | 119 | 2026-09-30 |
| TrueWealth Advisors, LLC | $445.1M | 240 | 2026-09-30 |
| Apeiron RIA LLC | $440M | 136 | 2026-09-30 |
| HWG Holdings LP | $433.7M | 46 | 2026-09-30 |
| Old Mission Investment Co LLC | $428.4M | 149 | 2026-03-31 |
| BOS Asset Management, LLC | $428M | 192 | 2026-09-30 |
| Colton Groome Financial Advisors, LLC | $426.9M | 162 | 2026-09-30 |
| Westwind Capital | $426.2M | 87 | 2026-09-30 |
| CenterStar Asset Management, LLC | $425.5M | 216 | 2026-09-30 |
| KFA Private Wealth Group, LLC | $425.2M | 157 | 2026-09-30 |
| Pioneer Wealth Management Group | $423.8M | 56 | 2026-09-30 |
| RFG - Bristol Wealth Advisors, LLC | $419.9M | 172 | 2026-09-30 |
| Cim Investment Management Inc | $417.2M | 276 | 2026-06-30 |
| Tactive Advisors, LLC | $416M | 281 | 2026-09-30 |
| S.E.E.D. Planning Group LLC | $408.3M | 98 | 2026-09-30 |
| Keystone Financial Planning, Inc. | $403.9M | 39 | 2026-09-30 |
| Prism Advisors, Inc. | $398.5M | 82 | 2026-09-30 |
| Independence Financial Advisors, LLC | $398.3M | 55 | 2026-09-30 |
| Steph & Co | $392.4M | 279 | 2026-09-30 |
| Juncture Wealth Strategies, LLC | $390.3M | 185 | 2026-09-30 |
| Trinity Financial Advisors LLC | $388.5M | 99 | 2026-09-30 |
| Vista Investment Partners LLC | $383.8M | 166 | 2026-09-30 |
| FC Advisory LLC | $381.6M | 113 | 2026-09-30 |
| Atlas Brown,Inc. | $379.2M | 236 | 2026-09-30 |
| Capital Planning LLC | $376.1M | 84 | 2026-09-30 |
| Veery Capital, LLC | $375.3M | 101 | 2026-09-30 |
| Cypress Financial Planning LLC | $373.5M | 103 | 2026-09-30 |
| Veracity Capital LLC | $371.6M | 222 | 2026-09-30 |
| Elevation Wealth Partners, LLC | $355.8M | 1,342 | 2026-09-30 |
| Gerald Baker Financial Group LLC | $354M | 123 | 2026-09-30 |
| Kirkwood Financial Services | $349.9M | 42 | 2026-06-30 |
| Avaii Wealth Management, LLC | $348.2M | 178 | 2026-09-30 |
| jvl associates llc | $347.4M | 75 | 2026-09-30 |
| Acima Private Wealth, LLC | $344.4M | 174 | 2026-09-30 |
| Worth Asset Management, LLC | $343.1M | 229 | 2026-09-30 |
| Act Wealth Management, LLC | $340.1M | 65 | 2026-09-30 |
| PKO BP BANKOWY Universal Pension Society JSC | $339.8M | 13 | 2026-09-30 |
| PFW Advisors LLC | $336.8M | 122 | 2026-09-30 |
| HF Advisory Group, LLC | $335.8M | 174 | 2026-09-30 |
| Roth Financial Partners LLC | $334.7M | 37 | 2026-09-30 |
| Glynn Capital Management LLC | $334M | 40 | 2026-09-30 |
| Pacifica Partners Inc. | $332.1M | 403 | 2026-09-30 |
| Norman Fields, Gottscho Capital Management, LLC | $328.8M | 63 | 2026-09-30 |
| LifeGoal Investments, LLC | $328M | 213 | 2026-09-30 |
| Biltmore Wealth Management, LLC | $322.9M | 59 | 2026-09-30 |
| Cambridge Financial Group, LLC | $317.1M | 153 | 2026-09-30 |
| FSA Investment Group, LLC | $314.1M | 42 | 2026-09-30 |
| Hall Laurie J Trustee | $313.8M | 98 | 2026-09-30 |
| Financial Symmetry Inc | $313M | 66 | 2026-09-30 |
| Bonness Enterprises Inc | $307.5M | 39 | 2026-09-30 |
| First Community Trust Na | $300.2M | 338 | 2026-09-30 |
| Kaydan Wealth Management, Inc. | $291.4M | 116 | 2026-09-30 |
| Buska Wealth Management, LLC | $290.5M | 75 | 2026-09-30 |
| Stableford Capital Ii LLC | $288.3M | 144 | 2026-09-30 |
| Shira Ridge Wealth Management | $287.7M | 83 | 2026-09-30 |
| McNaughton Wealth Management, LLC | $286.2M | 75 | 2026-09-30 |
| Montz Harcus Wealth Management LLC | $285.3M | 97 | 2026-09-30 |
| Red Spruce Capital, LLC | $282.9M | 94 | 2026-09-30 |
| Anb Bank | $281.5M | 123 | 2026-09-30 |
| Plan A Wealth LLC | $280.1M | 203 | 2026-09-30 |
| Searcy Financial Services Inc /Adv | $279.7M | 25 | 2026-09-30 |
| Martin Capital Partners, LLC | $279.1M | 73 | 2026-09-30 |
| Dupree Financial Group, LLC | $277.2M | 79 | 2026-09-30 |
| Bell Asset Management Ltd | $276.8M | 68 | 2026-09-30 |
| DLK Investment Management, LLC | $274.8M | 99 | 2026-09-30 |
| Ridgewood Investments LLC | $271.3M | 217 | 2026-09-30 |
| MRA Advisory Group | $267.2M | 152 | 2026-09-30 |
| Alkeme Wealth, LLC | $265.3M | 100 | 2026-09-30 |
| Greenfield Savings Bank | $264.4M | 147 | 2026-09-30 |
| Snow Phipps Group, LLC | $264.1M | 2 | 2026-09-30 |
| Emprise Bank | $261.6M | 106 | 2026-09-30 |
| Midwest Financial Partners Investments, Inc. | $260.1M | 80 | 2026-09-30 |
| Werlinich Asset Management, LLC | $258.3M | 57 | 2026-09-30 |
| Gainplan LLC | $257.8M | 58 | 2026-09-30 |
| Hiley Hunt Wealth Management | $257.4M | 49 | 2026-09-30 |
| Eastover Investment Advisors LLC | $257.2M | 49 | 2026-09-30 |
| Sprinkle Financial Consultants LLC | $256.1M | 108 | 2026-09-30 |
| Kaizen Financial Strategies | $254.2M | 177 | 2026-09-30 |
| Davidson Trust Co | $253M | 183 | 2026-09-30 |
| Applied Capital LLC/FL | $251.6M | 93 | 2026-09-30 |
| GoalFusion Wealth Management, LLC | $250.1M | 34 | 2026-09-30 |
| Green Ridge Wealth Planning LLC | $249.2M | 88 | 2026-09-30 |
| Aletheian Wealth Advisors LLC | $249.1M | 113 | 2026-09-30 |
| Boyum Wealth Architects LLC | $246M | 68 | 2026-09-30 |
| Deane Retirement Strategies, Inc. | $244.1M | 53 | 2026-09-30 |
| Security National Bank Of Sioux City Iowa /Ia/ | $243.7M | 321 | 2026-06-30 |
| Councilor Wealth, LLC | $242.7M | 87 | 2026-09-30 |
| Bullock Wealth Management Group | $241.2M | 629 | 2026-09-30 |
| Olistico Wealth, LLC | $239.1M | 354 | 2026-09-30 |
| Brighton Securities Corp. | $239M | 48 | 2026-09-30 |
| Wealth Science Advisors LLC | $237.9M | 80 | 2026-09-30 |
| Whalen Wealth Management Inc. | $234.3M | 203 | 2026-09-30 |
| Attessa Capital LLC | $233.1M | 49 | 2026-09-30 |
| Epiq Partners, LLC | $232.2M | 99 | 2026-09-30 |
| OxenFree Capital LLC | $231.4M | 57 | 2026-09-30 |
| Castleview Partners, LLC | $228.2M | 214 | 2026-09-30 |
| Pacific Wealth Management | $227.3M | 20 | 2026-09-30 |
| Acasta Partners UK LLP | $223.2M | 19 | 2026-09-30 |
| Seven Bridges Advisors LLC | $221.2M | 17 | 2026-09-30 |
| Nipun Capital, L.P. | $219.7M | 9 | 2026-09-30 |
| Echo45 Advisors LLC | $219.4M | 120 | 2026-09-30 |
| Draper Asset Management, LLC | $218.5M | 18 | 2026-09-30 |
| Lake Hills Wealth Management, LLC | $217.7M | 62 | 2026-09-30 |
| Kearns & Associates LLC | $217.6M | 39 | 2026-09-30 |
| David J Yvars Group | $217.6M | 109 | 2026-09-30 |
| Tilia Fiduciary Partners, Inc. | $216.9M | 114 | 2026-09-30 |
| Successful Portfolios LLC | $216.8M | 198 | 2026-09-30 |
| Security National Bank Of So Dak | $216.6M | 287 | 2026-06-30 |
| Kure Advisory, LLC | $216.5M | 62 | 2026-09-30 |
| Gouws Capital LLC | $211.6M | 53 | 2026-09-30 |
| Client First Investment Management LLC | $210.1M | 24 | 2026-09-30 |
| Spring Capital Management, LLC | $208.4M | 56 | 2026-09-30 |
| Taylor & Morgan Wealth Management, LLC | $208M | 89 | 2026-09-30 |
| Brown Shipley& Co Ltd | $207.8M | 77 | 2026-09-30 |
| Kessler Investment Group, LLC | $207.3M | 82 | 2026-09-30 |
| Baron Financial Group, LLC | $205.3M | 57 | 2026-09-30 |
| Hardin Capital Partners, LLC | $204.7M | 147 | 2026-09-30 |
| Stephens Group, LLC | $204.4M | 4 | 2026-09-30 |
| Twin Peaks Capital Ltd | $203M | 21 | 2026-06-30 |
| Ballew Advisors, Inc | $201.3M | 133 | 2026-09-30 |
| Gridiron Partners, LLC | $199.5M | 52 | 2026-09-30 |
| Ausbil Investment Management Ltd | $198.9M | 66 | 2026-09-30 |
| Systrade AG | $197.4M | 12 | 2026-09-30 |
| Dickmeyer Boyce Financial Management, Inc. | $195.4M | 127 | 2026-09-30 |
| Integrated Financial Solutions, Inc. | $194.8M | 35 | 2026-09-30 |
| Lee, Kelleher & Klein Wealth Management | $194.4M | 48 | 2026-09-30 |
| Financial Designs Corp | $194.2M | 39 | 2026-09-30 |
| Adirondack Capital Advisors, LLC | $193.7M | 45 | 2026-09-30 |
| Ables, Iannone, Moore & Associates, Inc. | $192.9M | 63 | 2026-09-30 |
| Emergent Wealth Advisors, LLC | $191.2M | 124 | 2026-09-30 |
| Persium Advisors, LLC | $191M | 70 | 2026-09-30 |
| IKE Capital, LLC | $190.2M | 91 | 2026-06-30 |
| Retirement Wealth Solutions LLC | $189.2M | 907 | 2026-09-30 |
| Horrell Capital Management, Inc. | $188.8M | 197 | 2026-09-30 |
| Atmos Advisory, LLC | $187.8M | 21 | 2026-09-30 |
| ZynergyRetirementPlanningLLC | $187.3M | 25 | 2026-09-30 |
| Baring Financial LLC | $187.2M | 84 | 2026-09-30 |
| General Partner, Inc. | $186.6M | 168 | 2026-09-30 |
| Gallagher Capital Advisors, LLC | $186.6M | 72 | 2026-09-30 |
| Investment Partners Asset Management, Inc. | $185.5M | 174 | 2026-09-30 |
| Pps&V Asset Management Consultants, Inc. | $184.8M | 40 | 2026-09-30 |
| Dale Q Rice Investment Management Ltd | $183.5M | 68 | 2026-09-30 |
| Ledgewood Wealth Advisors, LLC | $181.5M | 73 | 2026-09-30 |
| Canandaigua National Trust Co of Florida | $180.9M | 143 | 2026-09-30 |
| Dominguez Wealth Management Solutions, Inc. | $180.6M | 76 | 2026-09-30 |
| Thryve Wealth Management LLC | $179.2M | 40 | 2026-09-30 |
| Byrne Asset Management LLC | $179.1M | 622 | 2026-09-30 |
| Cox Capital Mgt LLC | $178.5M | 74 | 2026-09-30 |
| M.E. Allison & Co., Inc. | $178.3M | 192 | 2026-09-30 |
| Strong Retirement Solutions LLC | $177.9M | 84 | 2026-09-30 |
| GK Wealth Management LLC | $177.6M | 1,628 | 2026-09-30 |
| Bannerman Wealth Management Group, LLC | $174.7M | 36 | 2026-09-30 |
| Longview Financial Advisors, Inc. | $174.7M | 46 | 2026-09-30 |
| Invariant Investment Management | $173M | 69 | 2026-09-30 |
| Family Legacy Financial Solutions, LLC | $172.7M | 51 | 2026-09-30 |
| Pensionfund PDN | $170M | 72 | 2026-09-30 |
| Williams & Novak Wealth Management, LLC | $169M | 149 | 2026-09-30 |
| Vann Equity Management LLC | $168.2M | 174 | 2026-09-30 |
| Vilga Financial Planning LLC | $167.6M | 102 | 2026-09-30 |
| Davis Capital Management | $167.3M | 1,175 | 2026-09-30 |
| Silvia Mccoll Wealth Management, LLC | $166.5M | 118 | 2026-09-30 |
| Nautilus Advisors LLC | $165.3M | 172 | 2026-09-30 |
| Fig Financial Advisory Services Inc /Adv | $165.3M | 63 | 2026-09-30 |
| Burr Financial Services, LLC | $163.5M | 26 | 2026-09-30 |
| Paladin Partners, LLC | $162.5M | 201 | 2026-09-30 |
| PartnerRe Asset Management CORP | $161.6M | 3 | 2026-09-30 |
| Exchange Bank | $161.6M | 129 | 2026-09-30 |
| Mendota Financial Group, LLC | $161.2M | 32 | 2026-09-30 |
| Arbor Wealth Advisors LLC | $160.6M | 60 | 2026-09-30 |
| Horizons Wealth Management | $160.4M | 165 | 2026-09-30 |
| Crocodile Capital Partners GmbH | $160.2M | 13 | 2026-09-30 |
| Bank & Trust Co | $159M | 308 | 2026-09-30 |
| Morrissey Wealth Management, LLC | $159M | 30 | 2026-06-30 |
| McAlister, Sweet & Associates, Inc. | $158.3M | 35 | 2026-09-30 |
| DKM Wealth Management, Inc. | $157.9M | 76 | 2026-09-30 |
| JP Wealth Management, Inc. | $157.8M | 14 | 2026-09-30 |
| Innovative Advisory Group, LLC | $157.1M | 249 | 2025-12-31 |
| Gladwyn Financial Advisors, Inc. | $156.6M | 81 | 2026-09-30 |
| Prota Financial, LLC | $156.5M | 69 | 2026-09-30 |
| Kopion Asset Management, LLC | $156.5M | 20 | 2026-09-30 |
| Winebrenner Capital Management LLC | $155.5M | 148 | 2026-09-30 |
| MTCO Ltd. | $155M | 6 | 2026-09-30 |
| MJT & Associates Financial Advisory Group, Inc. | $154.6M | 437 | 2026-09-30 |
| Rye Brook Capital LLC | $154.5M | 40 | 2026-09-30 |
| Sincerus Advisory, LLC | $153.3M | 87 | 2026-09-30 |
| Hummer Financial Advisory Services Inc | $153M | 127 | 2026-09-30 |
| Stewardship Concepts Financial Services LLC | $152.7M | 70 | 2026-09-30 |
| Harpswell Capital Advisors, LLC | $152.4M | 43 | 2026-09-30 |
| Adelphi Trust Co | $151.9M | 113 | 2026-09-30 |
| Robert Bosch GmbH | $150.5M | 3 | 2026-09-30 |
| Dorato Capital Management | $150.2M | 254 | 2026-09-30 |
| Elm3 Financial Group, LLC | $149.9M | 150 | 2026-09-30 |
| Camelot Technology Advisors, Inc. | $149.6M | 62 | 2026-09-30 |
| Cassilly Financial Group LLC | $148.9M | 78 | 2026-09-30 |
| Gilpin Wealth Management, LLC | $147.9M | 1,422 | 2026-09-30 |
| Green Alpha Advisors, LLC | $147.6M | 110 | 2026-09-30 |
| Post Resch Tallon Group Inc. | $145.7M | 138 | 2026-09-30 |
| Delta Wealth Advisors LLC | $145.6M | 48 | 2026-09-30 |
| Platt Investment Counsel, LLC | $145.3M | 15 | 2026-09-30 |
| Lawood & Co | $144.5M | 94 | 2026-09-30 |
| New Covenant Trust Company, N.A. | $144.5M | 111 | 2026-09-30 |
| Sacks & Associates, LLC | $143.2M | 79 | 2026-09-30 |
| Mallini Complete Financial Planning LLC | $142.7M | 72 | 2026-09-30 |
| Spectrum Advisors, Inc. | $141.4M | 55 | 2026-06-30 |
| Magnolia Capital Management Ltd | $141.3M | 71 | 2026-09-30 |
| Rhodes Investment Advisors Inc /Adv | $141.1M | 124 | 2026-09-30 |
| Wellington-Altus USA Inc. | $140.3M | 661 | 2026-06-30 |
| Partnership Wealth Management, LLC | $140.2M | 67 | 2026-09-30 |
| Journey Retirement Planning & Investment Management LLC | $139.6M | 170 | 2026-09-30 |
| Integrated Capital Management, Inc. | $139.5M | 66 | 2026-09-30 |
| Athena Wealth Management, LLC | $139.3M | 103 | 2026-09-30 |
| Mfg Wealth Management, Inc. | $137.7M | 62 | 2026-09-30 |
| Box Hill Private Wealth LLC | $137.5M | 75 | 2026-09-30 |
| Aventus Investment Advisors, Inc. | $136.9M | 173 | 2026-09-30 |
| Koenig Investment Advisory, LLC | $136.6M | 38 | 2026-09-30 |
| Roan Capital Partners | $136.5M | 78 | 2026-09-30 |
| Lwm Advisors Inc | $132.5M | 38 | 2026-09-30 |
| Todd Wealth Management, LLC | $131.9M | 112 | 2026-06-30 |
| Asempa Wealth Advisors | $131M | 114 | 2026-09-30 |
| Legacy Solutions, LLC | $130.9M | 91 | 2026-09-30 |
| City Center Advisors, LLC | $130.8M | 185 | 2026-09-30 |
| Kennon-Green & Company, LLC | $130.5M | 42 | 2026-09-30 |
| Freestate Advisors LLC | $130M | 43 | 2026-09-30 |
| Argus Investors' Counsel, Inc. | $128.6M | 106 | 2026-09-30 |
| Frisco Financial Planning LLC | $128.5M | 34 | 2026-09-30 |
| SkyView Investment Advisors, LLC | $127.7M | 278 | 2026-06-30 |
| Mkd Wealth Coaches, LLC | $120.9M | 34 | 2026-09-30 |
| Michael J. Porro & Co. Financial Advisors, Inc. | $119.3M | 130 | 2025-12-31 |
| Wisconsin Wealth Advisors, LLC | $118.9M | 84 | 2026-09-30 |
| Turner Capital Investments, LLC | $117.6M | 6 | 2026-09-30 |
| Fell Capital Management /Adv | $116.3M | 94 | 2026-09-30 |
| Retireful, LLC | $116.1M | 86 | 2026-09-30 |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | $116M | 12 | 2024-12-31 |
| Ebert Capital Management Inc. | $115.1M | 29 | 2026-09-30 |
| Lakehouse Capital Pty Ltd | $114.1M | 12 | 2026-09-30 |
| Eleva Capital SAS | $113.2M | 26 | 2026-09-30 |
| Stonebridge Wealth Management, LLC | $112.4M | 35 | 2026-09-30 |
| Decision Investments, Inc | $110.4M | 146 | 2026-09-30 |
| Barden Capital Management, Inc. | $110M | 58 | 2026-09-30 |
| American National Bank of Texas | $109.5M | 52 | 2026-09-30 |
| CogentBlue Wealth Advisors, LLC | $107.6M | 52 | 2026-09-30 |
| Shelter Rock Management, LLC | $107.4M | 39 | 2026-09-30 |
| Sherry Group, Inc. | $106.5M | 51 | 2026-09-30 |
| Puff Wealth Management, LLC | $105.9M | 80 | 2026-09-30 |
| Strategic Financial Group, LLC | $103.3M | 20 | 2026-09-30 |
| Peoples Bank/KS | $102.5M | 97 | 2026-09-30 |
| Meadowbrook Wealth Management, LLC | $95.4M | 72 | 2026-09-30 |
| Pensionfund Sabic | $82.9M | 73 | 2026-09-30 |
| Altar Rock LLC | $68.4M | 77 | 2026-06-30 |
| Dakota Community Bank & Trust NA | $34.8M | 102 | 2026-09-30 |
| Samson Rock Capital LLP | $24.8M | 1 | 2026-09-30 |
| REX Advisers, LLC | $21.1M | 41 | 2026-09-30 |
| Neumann Advisory Hong Kong Ltd | $314.3K | 5 | 2026-09-30 |
| Factorial Partners, LLC | $75.7K | 1 | 2026-09-30 |
| Davies Financial Advisors, Inc. | $0 | 1 | 2026-09-30 |
| HERALD INVESTMENT MANAGEMENT Ltd | $0 | 1 | 2026-09-30 |
| Hunting Hill Global Capital, LLC | $0 | 1 | 2026-09-30 |
| Miura Global Management, LLC | $0 | 1 | 2026-09-30 |
| Scopia Capital Management LP | $0 | 1 | 2026-09-30 |
| SeaTown Holdings Pte. Ltd. | $0 | 1 | 2026-09-30 |
| Two Creeks Capital Management, LP | $0 | 1 | 2026-09-30 |
| Valinor Management, L.P. | $0 | 1 | 2026-09-30 |