| 1 | Neuberger Berman Group LLC | $123.8B | 2,046 | Q2 2025 |
| 2 | JPMORGAN CHASE & CO | $109.6B | 7,377 | Q3 2025 |
| 3 | RHUMBLINE ADVISERS | $106.9B | 4,181 | Q1 2025 |
| 4 | Clearbridge Investments, LLC | $92.6B | 732 | Q2 2024 |
| 5 | Universal- Beteiligungs- und Servicegesellschaft mbH | $50.6B | 1,006 | Q4 2024 |
| 6 | Squarepoint Ops LLC | $48.1B | 2,814 | Q2 2025 |
| 7 | Cetera Investment Advisers | $42.4B | 3,658 | Q1 2024 |
| 8 | Pacer Advisors, Inc. | $39.1B | 3,827 | Q4 2025 |
| 9 | FRANKLIN RESOURCES INC | $27.2B | 2,907 | Q3 2024 |
| 10 | Boston Partners | $24.7B | 766 | Q1 2024 |
| 11 | STRS OHIO | $23.9B | 1,922 | Q1 2025 |
| 12 | FARALLON CAPITAL MANAGEMENT LLC | $22.1B | 167 | Q1 2024 |
| 13 | CIBC Bancorp USA Inc. | $18.3B | 1,464 | Q3 2025 |
| 14 | Sanctuary Advisors, LLC | $15.8B | 2,363 | Q3 2024 |
| 15 | AKRE CAPITAL MANAGEMENT LLC | $12.1B | 21 | Q1 2024 |
| 16 | Orion Porfolio Solutions, LLC | $11.7B | 1,967 | Q2 2025 |
| 17 | Jefferies Financial Group Inc. | $9.1B | 1,248 | Q4 2024 |
| 18 | JONES FINANCIAL COMPANIES LLLP | $7.8B | 3,697 | Q1 2025 |
| 19 | Polar Asset Management Partners Inc. | $7.4B | 648 | Q4 2024 |
| 20 | CIBC Private Wealth Group LLC | $7.3B | 3,086 | Q3 2025 |
| 21 | SYNOVUS FINANCIAL CORP | $7.2B | 915 | Q3 2024 |
| 22 | Liontrust Investment Partners LLP | $7.1B | 216 | Q3 2025 |
| 23 | Tidal Investments LLC | $7.0B | 1,789 | Q3 2024 |
| 24 | GROUPAMA ASSET MANAGMENT | $6.8B | 432 | Q4 2025 |
| 25 | GREAT VALLEY ADVISOR GROUP, INC. | $4.5B | 840 | Q4 2024 |
| 26 | Banque Transatlantique SA | $4.1B | 259 | Q4 2025 |
| 27 | RiverFront Investment Group, LLC | $3.7B | 172 | Q2 2024 |
| 28 | Maven Securities LTD | $3.7B | 452 | Q3 2025 |
| 29 | EULAV Asset Management | $3.6B | 175 | Q1 2024 |
| 30 | Kentucky Retirement Systems | $3.4B | 502 | Q2 2025 |
| 31 | Wilmington Savings Fund Society, FSB | $3.4B | 2,070 | Q3 2024 |
| 32 | BRISTOL JOHN W & CO INC /NY/ | $3.2B | 61 | Q4 2024 |
| 33 | Munro Partners | $3.2B | 67 | Q2 2025 |
| 34 | B. Riley Wealth Advisors, Inc. | $3.1B | 1,136 | Q4 2024 |
| 35 | Dana Investment Advisors, Inc. | $3.0B | 522 | Q2 2024 |
| 36 | Destination Wealth Management | $2.7B | 220 | Q3 2024 |
| 37 | World Investment Advisors, LLC | $2.6B | 898 | Q3 2024 |
| 38 | STOCK YARDS BANK & TRUST CO | $2.5B | 373 | Q3 2024 |
| 39 | Saratoga Research & Investment Management | $2.3B | 41 | Q3 2024 |
| 40 | Integrated Advisors Network LLC | $2.1B | 687 | Q4 2024 |
| 41 | Voss Capital, LP | $2.0B | 55 | Q3 2025 |
| 42 | AE INDUSTRIAL PARTNERS, LP | $1.8B | 3 | Q2 2025 |
| 43 | Arvest Bank Trust Division | $1.7B | 172 | Q3 2024 |
| 44 | MARINER INVESTMENT GROUP LLC | $1.7B | 101 | Q4 2025 |
| 45 | Pine Valley Investments Ltd Liability Co | $1.5B | 484 | Q3 2024 |
| 46 | Maple Capital Management, Inc. | $1.5B | 114 | Q3 2025 |
| 47 | Asset Dedication, LLC | $1.5B | 1,142 | Q3 2025 |
| 48 | COMMUNITY TRUST & INVESTMENT CO | $1.4B | 113 | Q1 2024 |
| 49 | Jacobi Capital Management LLC | $1.4B | 562 | Q1 2025 |
| 50 | Penn Capital Management Company, LLC | $1.3B | 170 | Q3 2025 |
| 51 | DLD Asset Management, LP | $1.3B | 132 | Q1 2025 |
| 52 | Kimelman & Baird, LLC | $1.3B | 307 | Q3 2025 |
| 53 | SHUFRO ROSE & CO LLC | $1.3B | 293 | Q4 2024 |
| 54 | GOLDENTREE ASSET MANAGEMENT LP | $1.3B | 36 | Q1 2024 |
| 55 | MidFirst Bank | $1.3B | 789 | Q4 2025 |
| 56 | SFMG, LLC | $1.2B | 274 | Q3 2024 |
| 57 | Anchor Investment Management, LLC | $1.2B | 1,046 | Q4 2025 |
| 58 | American Trust | $1.2B | 256 | Q3 2024 |
| 59 | DUPONT CAPITAL MANAGEMENT CORP | $1.2B | 159 | Q1 2024 |
| 60 | CONNORS INVESTOR SERVICES INC | $1.2B | 153 | Q3 2025 |
| 61 | J. Stern & Co. LLP | $1.2B | 43 | Q4 2025 |
| 62 | Provident Investment Management, Inc. | $1.2B | 75 | Q2 2025 |
| 63 | Tweedy, Browne Co LLC | $1.2B | 97 | Q3 2025 |
| 64 | TD Capital Management LLC | $1.1B | 818 | Q4 2025 |
| 65 | Logos Global Management LP | $1.1B | 53 | Q2 2024 |
| 66 | China Universal Asset Management Co., Ltd. | $1.1B | 477 | Q2 2025 |
| 67 | Asset Advisors Investment Management, LLC | $961.4M | 106 | Q3 2024 |
| 68 | MASTERINVEST Kapitalanlage GmbH | $951.5M | 265 | Q2 2025 |
| 69 | GFI Investment Counsel Ltd. | $937.7M | 30 | Q4 2025 |
| 70 | Soltis Investment Advisors LLC | $893.4M | 296 | Q1 2024 |
| 71 | Invst, LLC | $838.8M | 241 | Q1 2024 |
| 72 | Silicon Valley Capital Partners | $765.3M | 247 | Q1 2025 |
| 73 | Kestra Investment Management, LLC | $761.3M | 98 | Q2 2024 |
| 74 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $737.1M | 240 | Q4 2024 |
| 75 | OARSMAN CAPITAL, INC. | $712.9M | 247 | Q3 2025 |
| 76 | Foresight Group Ltd Liability Partnership | $709.4M | 62 | Q1 2025 |
| 77 | EnCap Energy Capital Fund XI, L.P. | $708.7M | 2 | Q1 2025 |
| 78 | Armis Advisers, LLC | $708.3M | 352 | Q4 2024 |
| 79 | TOTAL INVESTMENT MANAGEMENT INC | $692.1M | 903 | Q2 2025 |
| 80 | Amanah Holdings Trust | $682.7M | 20 | Q4 2025 |
| 81 | DOCK STREET ASSET MANAGEMENT INC | $669.0M | 47 | Q1 2024 |
| 82 | SILVERBACK ASSET MANAGEMENT LLC | $666.5M | 69 | Q4 2024 |
| 83 | Pinnacle Wealth Planning Services, Inc. | $665.5M | 390 | Q4 2024 |
| 84 | Souders Financial Advisors | $663.2M | 164 | Q2 2024 |
| 85 | Makaira Partners LLC | $641.1M | 12 | Q4 2024 |
| 86 | Intrua Financial, LLC | $640.5M | 371 | Q1 2025 |
| 87 | Blue Fin Capital, Inc. | $636.1M | 147 | Q3 2025 |
| 88 | Bell Investment Advisors, Inc | $632.3M | 1,802 | Q4 2025 |
| 89 | Koch, Inc. | $627.2M | 5 | Q4 2024 |
| 90 | Watts Gwilliam & Co., LLC | $598.3M | 223 | Q3 2025 |
| 91 | Tolleson Wealth Management, Inc. | $585.1M | 84 | Q2 2025 |
| 92 | DGS Capital Management, LLC | $583.0M | 531 | Q4 2025 |
| 93 | Spear Holdings RSC Ltd | $575.4M | 12 | Q1 2024 |
| 94 | Financial Advisory Corp | $573.1M | 40 | Q4 2024 |
| 95 | Opes Wealth Management LLC | $568.0M | 143 | Q3 2025 |
| 96 | Aristides Capital LLC | $563.6M | 272 | Q4 2025 |
| 97 | Tempo Wealth, LLC | $561.3M | 214 | Q4 2025 |
| 98 | Anson Funds Management LP | $543.3M | 117 | Q1 2025 |
| 99 | CREDIT INDUSTRIEL ET COMMERCIAL | $542.4M | 224 | Q4 2024 |
| 100 | West Virginia University Foundation, Inc | $528.0M | 2 | Q4 2025 |
| 101 | AZZAD ASSET MANAGEMENT INC /ADV | $518.5M | 172 | Q4 2024 |
| 102 | CAROLINAS WEALTH CONSULTING LLC | $508.8M | 1,056 | Q4 2024 |
| 103 | United Advisor Group, LLC | $505.6M | 363 | Q4 2024 |
| 104 | Oak Grove Capital LLC | $503.7M | 74 | Q4 2025 |
| 105 | Peninsula Wealth, LLC | $501.3M | 93 | Q1 2024 |
| 106 | Ovata Capital Management Ltd | $499.8M | 41 | Q3 2025 |
| 107 | Virtue Capital Management, LLC | $496.7M | 254 | Q4 2024 |
| 108 | Manhattan West Asset Management, LLC | $473.4M | 140 | Q3 2025 |
| 109 | Alpine Global Management, LLC | $463.9M | 344 | Q4 2025 |
| 110 | AlphaCore Capital LLC | $462.7M | 258 | Q4 2024 |
| 111 | Opaleye Management Inc. | $458.9M | 52 | Q1 2024 |
| 112 | Cherry Tree Wealth Management, LLC | $455.5M | 590 | Q3 2025 |
| 113 | Astoria Portfolio Advisors LLC. | $439.7M | 288 | Q4 2025 |
| 114 | Petix & Botte Co | $433.4M | 136 | Q3 2025 |
| 115 | Austin Wealth Management, LLC | $403.9M | 115 | Q1 2024 |
| 116 | REAP Financial Group, LLC | $403.1M | 690 | Q4 2024 |
| 117 | CYPRESS ASSET MANAGEMENT INC/TX | $402.8M | 105 | Q4 2024 |
| 118 | OGBORNE CAPITAL MANAGEMENT, LLC | $398.2M | 13 | Q1 2024 |
| 119 | EQUITEC PROPRIETARY MARKETS, LLC | $392.7M | 53 | Q3 2025 |
| 120 | Blankinship & Foster, LLC | $392.5M | 54 | Q3 2024 |
| 121 | EnCap Partners GP, LLC | $390.7M | 1 | Q1 2025 |
| 122 | Talaria Asset Management Pty Ltd | $388.0M | 10 | Q4 2024 |
| 123 | Strategic Advocates LLC | $384.0M | 613 | Q3 2025 |
| 124 | Ellsworth Advisors, LLC | $381.1M | 168 | Q1 2025 |
| 125 | KPP Advisory Services LLC | $376.2M | 238 | Q2 2024 |
| 126 | LANDAAS & CO /WI /ADV | $361.2M | 89 | Q4 2024 |
| 127 | GLOBE LIFE INC. | $358.3M | 2 | Q4 2024 |
| 128 | Fulcrum Asset Management LLP | $355.7M | 177 | Q3 2025 |
| 129 | SILVERLAKE WEALTH MANAGEMENT LLC | $344.0M | 318 | Q2 2025 |
| 130 | CIM INVESTMENT MANAGEMENT INC | $341.9M | 253 | Q2 2025 |
| 131 | ABLE Financial Group, LLC | $338.6M | 192 | Q4 2024 |
| 132 | ARQ WEALTH ADVISORS, LLC | $338.0M | 134 | Q3 2025 |
| 133 | CAMBRIDGE TRUST CO | $337.3M | 655 | Q1 2024 |
| 134 | Court Place Advisors, LLC | $332.1M | 147 | Q3 2025 |
| 135 | Apeiron RIA LLC | $330.7M | 199 | Q1 2025 |
| 136 | Hilltop Partners LLC | $330.7M | 119 | Q2 2025 |
| 137 | Cosmic Management, LLC | $324.6M | 4 | Q4 2025 |
| 138 | Redwood Grove Capital, LLC | $321.0M | 27 | Q1 2024 |
| 139 | WBI INVESTMENTS, LLC | $318.9M | 297 | Q3 2025 |
| 140 | SW Investment Management LLC | $314.4M | 14 | Q2 2024 |
| 141 | Greenfield Seitz Capital Management, LLC | $310.2M | 108 | Q3 2025 |
| 142 | GRAYBILL WEALTH MANAGEMENT, LTD. | $309.5M | 82 | Q3 2025 |
| 143 | Pathway Financial Advisers, LLC | $308.9M | 163 | Q2 2025 |
| 144 | Briaud Financial Planning, Inc | $306.0M | 36 | Q3 2025 |
| 145 | Carrera Capital Advisors | $306.0M | 85 | Q2 2024 |
| 146 | Windmill Hill Asset Management Ltd | $305.6M | 27 | Q4 2024 |
| 147 | HWG Holdings LP | $305.4M | 50 | Q4 2024 |
| 148 | Westshore Wealth, LLC | $302.3M | 103 | Q4 2025 |
| 149 | Brooklyn FI, LLC | $300.6M | 62 | Q4 2024 |
| 150 | Ketron Financial | $300.4M | 56 | Q4 2025 |
| 151 | Wellington Shields & Co., LLC | $298.3M | 304 | Q1 2024 |
| 152 | BURKETT FINANCIAL SERVICES, LLC | $290.2M | 226 | Q3 2025 |
| 153 | Quaker Wealth Management, LLC | $282.0M | 909 | Q1 2025 |
| 154 | Overlook Investments LP | $278.0M | 1 | Q4 2025 |
| 155 | LIBERTY SQUARE WEALTH PARTNERS LLC | $274.1M | 154 | Q4 2024 |
| 156 | ALEXANDER LABRUNERIE & CO., INC. | $268.4M | 119 | Q3 2025 |
| 157 | BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | $265.8M | 109 | Q1 2025 |
| 158 | Lineage Point Capital LP | $263.6M | 169 | Q4 2025 |
| 159 | Lavaca Capital LLC | $260.8M | 262 | Q2 2025 |
| 160 | Seneca Financial Advisors LLC | $259.5M | 61 | Q2 2025 |
| 161 | Skyline Advisors, Inc. | $257.7M | 94 | Q4 2024 |
| 162 | Cabot-Wellington, LLC | $257.7M | 4 | Q1 2024 |
| 163 | Clean Yield Group | $257.1M | 382 | Q1 2024 |
| 164 | Addison Capital Co | $255.2M | 139 | Q1 2025 |
| 165 | TCFG WEALTH MANAGEMENT, LLC | $254.5M | 262 | Q3 2025 |
| 166 | Sculati Wealth Management, LLC | $253.0M | 107 | Q4 2024 |
| 167 | Diesslin Group, Inc. | $251.6M | 54 | Q4 2025 |
| 168 | PCG ASSET MANAGEMENT, LLC | $249.1M | 78 | Q3 2025 |
| 169 | Dodds Wealth, LLC | $246.0M | 57 | Q1 2024 |
| 170 | Eaton Financial Holdings Company, LLC | $245.8M | 62 | Q3 2024 |
| 171 | Kensington Investment Counsel, LLC | $245.5M | 104 | Q3 2025 |
| 172 | Caerus Investment Advisors, LLC | $244.3M | 269 | Q3 2025 |
| 173 | Omnia Family Wealth, LLC | $242.0M | 79 | Q4 2024 |
| 174 | Castellan Group | $237.2M | 59 | Q3 2024 |
| 175 | New Century Financial Group, LLC | $235.4M | 276 | Q2 2024 |
| 176 | Rule One Partners, LLC | $234.0M | 11 | Q3 2024 |
| 177 | Wealth Management Associates, Inc. | $233.4M | 212 | Q1 2025 |
| 178 | CHELSEA COUNSEL CO | $232.6M | 238 | Q4 2025 |
| 179 | Compass Financial Services Inc | $232.0M | 294 | Q4 2025 |
| 180 | Alternative Investment Advisors, LLC. | $231.5M | 60 | Q4 2025 |
| 181 | WJ Wealth Management, LLC | $227.5M | 69 | Q3 2025 |
| 182 | Brown Financial Advisors | $223.8M | 219 | Q2 2024 |
| 183 | Ariadne Wealth Management, LP | $222.9M | 245 | Q3 2025 |
| 184 | Optimist Retirement Group LLC | $221.6M | 122 | Q3 2024 |
| 185 | BridgePort Financial Solutions, LLC | $220.9M | 161 | Q4 2024 |
| 186 | EnCap Energy Capital Fund X, L.P. | $220.8M | 1 | Q1 2025 |
| 187 | AMERIFLEX GROUP, INC. | $218.1M | 1,170 | Q4 2024 |
| 188 | Decatur Capital Management, Inc. | $217.2M | 50 | Q3 2024 |
| 189 | Naman Capital Ltda | $216.8M | 12 | Q4 2025 |
| 190 | Discipline Wealth Solutions, LLC | $215.9M | 76 | Q4 2024 |
| 191 | Urban Financial Advisory Corp | $214.7M | 52 | Q3 2025 |
| 192 | SSA SWISS ADVISORS AG | $214.6M | 102 | Q4 2025 |
| 193 | HALL CAPITAL MANAGEMENT CO INC | $214.4M | 101 | Q4 2024 |
| 194 | Prospera Capital Management, LLC | $213.9M | 71 | Q2 2025 |
| 195 | Bernard Wealth Management Corp. | $212.4M | 320 | Q4 2024 |
| 196 | STANCE CAPITAL LLC | $207.6M | 158 | Q2 2025 |
| 197 | Plum Street Advisors, LLC | $207.6M | 83 | Q1 2025 |
| 198 | Keyes, Stange & Wooten Wealth Management, LLC | $206.6M | 71 | Q3 2025 |
| 199 | CANERECTOR INC | $206.1M | 10 | Q4 2024 |
| 200 | SWAN Capital LLC | $205.0M | 380 | Q4 2024 |
| 201 | Pointe Capital Management LLC | $204.5M | 154 | Q3 2025 |
| 202 | Centennial Bank/AR/ | $204.1M | 330 | Q2 2024 |
| 203 | Porter White Investment Advisors, Inc. | $202.1M | 34 | Q1 2025 |
| 204 | THRYVE WEALTH MANAGEMENT LLC | $202.1M | 94 | Q4 2025 |
| 205 | Heck Capital Advisors, LLC | $200.5M | 31 | Q4 2024 |
| 206 | BDFS Capital LLC | $198.1M | 134 | Q4 2025 |
| 207 | HERITAGE OAK WEALTH ADVISORS LLC | $197.8M | 88 | Q2 2024 |
| 208 | Tri Ri Asset Management Corp | $197.4M | 29 | Q3 2024 |
| 209 | Maxwell Wealth Strategies Inc. | $197.3M | 102 | Q1 2024 |
| 210 | Capital Square, LLC | $196.1M | 210 | Q3 2025 |
| 211 | TrueWealth Financial Partners | $196.0M | 25 | Q3 2025 |
| 212 | Ballentine Capital Advisors, Inc | $193.1M | 29 | Q4 2024 |
| 213 | WFA Asset Management Corp | $191.3M | 236 | Q1 2024 |
| 214 | BEACON ADVISORS HOLDINGS, LLC | $189.9M | 36 | Q4 2025 |
| 215 | INFINITUM ASSET MANAGEMENT, LLC | $189.2M | 18 | Q4 2024 |
| 216 | Lantern Wealth Advisors, LLC | $188.9M | 158 | Q3 2025 |
| 217 | Barnes Wealth Management Group, Inc | $186.9M | 177 | Q4 2025 |
| 218 | NEW WAVE WEALTH ADVISORS LLC | $186.1M | 135 | Q2 2024 |
| 219 | HAHN CAPITAL MANAGEMENT LLC | $185.4M | 30 | Q4 2025 |
| 220 | Cross Staff Investments Inc | $181.5M | 132 | Q4 2025 |
| 221 | Creekside Partners | $180.6M | 162 | Q2 2024 |
| 222 | MENDON CAPITAL ADVISORS CORP | $180.3M | 49 | Q2 2024 |
| 223 | Verity Asset Management, Inc. | $179.3M | 204 | Q1 2024 |
| 224 | NewGen Asset Management Ltd | $178.5M | 25 | Q2 2025 |
| 225 | Trust Investment Advisors | $177.8M | 105 | Q3 2025 |
| 226 | Value Partners Investments Inc. | $177.2M | 77 | Q4 2024 |
| 227 | Vermillion & White Wealth Management Group, LLC | $175.7M | 570 | Q3 2025 |
| 228 | Gordian Capital Singapore Pte Ltd | $175.6M | 184 | Q2 2024 |
| 229 | Anderson Financial Strategies, LLC | $172.3M | 37 | Q4 2025 |
| 230 | Parkshore Wealth Management, Inc. | $172.0M | 62 | Q1 2025 |
| 231 | LWM Advisory Services, LLC | $171.6M | 93 | Q3 2025 |
| 232 | ARWA LLC | $171.3M | 124 | Q4 2025 |
| 233 | Yunqi Capital Ltd | $170.9M | 6 | Q3 2025 |
| 234 | INSTRUMENTAL WEALTH, LLC | $166.8M | 72 | Q4 2025 |
| 235 | Menard Financial Group LLC | $166.7M | 316 | Q4 2024 |
| 236 | First Citizens Financial Corp | $166.7M | 113 | Q1 2024 |
| 237 | H&H Retirement Design & Management INC | $164.6M | 76 | Q4 2024 |
| 238 | Pantera Capital Partners LP | $164.2M | 15 | Q4 2025 |
| 239 | Magnolia Wealth Management, LLC | $161.6M | 14 | Q3 2025 |
| 240 | Chokshi & Queen Wealth Advisors, Inc | $161.1M | 48 | Q4 2024 |
| 241 | Cypress Capital Advisors, LLC | $159.8M | 72 | Q2 2025 |
| 242 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $159.8M | 86 | Q4 2025 |
| 243 | Newport Capital Group, LLC | $159.1M | 69 | Q3 2025 |
| 244 | Coastline Complete Wealth LLC | $158.8M | 50 | Q4 2025 |
| 245 | SOUTHERN CAPITAL SERVICES INC /ADV | $158.7M | 27 | Q4 2025 |
| 246 | NCP Inc. | $158.1M | 138 | Q2 2024 |
| 247 | Teca Partners, LP | $157.5M | 13 | Q1 2024 |
| 248 | BOYAR ASSET MANAGEMENT INC. | $155.3M | 79 | Q3 2024 |
| 249 | Promus Capital, LLC | $154.0M | 303 | Q2 2025 |
| 250 | Nolet Wealth Management, LLC | $154.0M | 91 | Q4 2025 |
| 251 | Pullen Investment Management, LLC | $153.8M | 103 | Q4 2024 |
| 252 | Carter Financial Group, INC. | $152.7M | 115 | Q2 2025 |
| 253 | Infini Capital Management Ltd | $151.6M | 20 | Q2 2025 |
| 254 | LifeWealth Investments, LLC | $150.9M | 148 | Q4 2024 |
| 255 | Avory & Company, LLC | $150.7M | 39 | Q4 2025 |
| 256 | Granite Group Advisors, LLC | $148.5M | 94 | Q1 2024 |
| 257 | FLOYD FINANCIAL GROUP LLC | $147.8M | 69 | Q4 2025 |
| 258 | Broadview Financial Management, LLC | $147.7M | 42 | Q3 2024 |
| 259 | CHARTIST INC /CA/ | $146.5M | 21 | Q3 2025 |
| 260 | FIDELITY D & D BANCORP INC | $145.0M | 110 | Q4 2024 |
| 261 | Villanova Investment Management Co LLC | $141.9M | 57 | Q4 2025 |
| 262 | Zeit Capital LLC | $139.9M | 28 | Q2 2025 |
| 263 | Advisor Resource Council | $139.3M | 69 | Q4 2024 |
| 264 | Nautilus Advisors LLC | $136.4M | 164 | Q2 2025 |
| 265 | 46 Peaks LLC | $136.3M | 24 | Q4 2025 |
| 266 | XY Planning Network, Inc. | $133.2M | 92 | Q4 2024 |
| 267 | Claris Financial LLC | $132.7M | 135 | Q2 2025 |
| 268 | Impala Asset Management LLC | $131.1M | 20 | Q2 2025 |
| 269 | Peak XV Partners Operations LLC | $130.5M | 1 | Q3 2025 |
| 270 | WLTH Capital Management, LLC | $129.3M | 26 | Q4 2025 |
| 271 | Motiv8 Investments LLC | $128.6M | 85 | Q1 2024 |
| 272 | Clear Retirement Advice LLC | $128.6M | 53 | Q4 2025 |
| 273 | Turn8 Private Wealth Inc. | $127.9M | 51 | Q1 2025 |
| 274 | Custom Portfolio Group LLC | $127.0M | 236 | Q2 2024 |
| 275 | KMT WEALTH MANAGEMENT, LLC | $124.7M | 13 | Q4 2024 |
| 276 | Farmers National Bank | $124.6M | 156 | Q2 2024 |
| 277 | TT Capital Management LLC | $123.3M | 68 | Q2 2025 |
| 278 | TCM Advisors, LLC | $120.9M | 63 | Q3 2025 |
| 279 | CAPSTONE CAPITAL LLC | $120.5M | 25 | Q3 2024 |
| 280 | LifeGoal Investments, LLC | $120.4M | 70 | Q3 2025 |
| 281 | SRN Advisors, LLC | $120.2M | 92 | Q2 2024 |
| 282 | XXEC, Inc. | $118.6M | 22 | Q3 2025 |
| 283 | LEIGH BALDWIN & CO., LLC | $118.5M | 160 | Q4 2024 |
| 284 | QSM Asset Management Ltd | $116.4M | 17 | Q4 2024 |
| 285 | Macco Financial Group, Inc. | $116.3M | 19 | Q4 2025 |
| 286 | Brucke Financial, Inc. | $116.3M | 138 | Q4 2024 |
| 287 | Challenger Wealth Management | $116.1M | 109 | Q4 2024 |
| 288 | Nova Wealth Management, Inc. | $115.8M | 549 | Q1 2025 |
| 289 | Stone Wealth Partners | $112.3M | 68 | Q4 2025 |
| 290 | Titan Investment Management LLC | $109.7M | 39 | Q4 2025 |
| 291 | Northwest Bank & Trust Co | $108.8M | 192 | Q1 2024 |
| 292 | OakTrust Wealth Advisors, LLC | $108.4M | 68 | Q4 2025 |
| 293 | Sunbeam Capital Management, LLC | $107.7M | 81 | Q4 2024 |
| 294 | Financially in Tune, LLC | $107.1M | 71 | Q4 2025 |
| 295 | Gibson Wealth Advisors LLC | $106.8M | 34 | Q2 2024 |
| 296 | Midwestern Financial, LLC /IA | $106.7M | 54 | Q2 2025 |
| 297 | BLVD Private Wealth, LLC | $106.1M | 73 | Q2 2025 |
| 298 | Stonebridge Wealth Management, LLC | $106.0M | 33 | Q2 2025 |
| 299 | Lynch Investment Planning, LLC | $104.4M | 54 | Q4 2025 |
| 300 | Centerstone Investors, LLC | $103.0M | 26 | Q3 2024 |
| 301 | Investment Insight Wealth Management, LLC | $101.9M | 36 | Q4 2025 |
| 302 | Total Wealth Planning & Management, Inc. | $101.0M | 176 | Q4 2024 |
| 303 | Portus Wealth Advisors, LLC | $100.3M | 52 | Q3 2025 |
| 304 | Putney Financial Group LLC | $99.0M | 293 | Q2 2025 |
| 305 | Forefront Analytics, LLC | $98.5M | 43 | Q3 2025 |
| 306 | Fulcrum Equity Management | $97.4M | 102 | Q2 2025 |
| 307 | Tiptree Advisors, LLC | $96.5M | 20 | Q4 2024 |
| 308 | Wilkins Miller Wealth Management, LLC | $95.6M | 71 | Q4 2024 |
| 309 | EnCap Energy Capital Fund VIII, L.P. | $94.6M | 2 | Q1 2025 |
| 310 | DiPaolo Financial Group, Inc. | $93.9M | 31 | Q4 2025 |
| 311 | FSA Advisors, Inc. | $93.3M | 134 | Q1 2024 |
| 312 | Vista Cima Wealth Management LLC | $92.9M | 50 | Q1 2025 |
| 313 | Clarion Wealth Managment Partners, LLC | $91.3M | 81 | Q2 2025 |
| 314 | Sulzberger Capital Advisors, Inc. | $89.7M | 51 | Q3 2025 |
| 315 | GK Wealth Management LLC | $85.5M | 135 | Q1 2025 |
| 316 | Aldebaran Financial Inc. | $84.8M | 68 | Q3 2024 |
| 317 | EVOLUTION WEALTH MANAGEMENT INC. | $81.2M | 579 | Q2 2025 |
| 318 | MISHPACHA HOLDINGS CORP | $74.5M | 11 | Q4 2025 |
| 319 | KERR FINANCIAL PLANNING Corp | $70.9M | 561 | Q3 2025 |
| 320 | Stark Wealth Management LLC | $69.9M | 51 | Q2 2025 |
| 321 | Seven Fleet Capital Management LP | $69.2M | 85 | Q4 2025 |
| 322 | Yoffe Investment Management, LLC | $67.3M | 114 | Q4 2024 |
| 323 | Cowen Investment Management LLC | $66.3M | 5 | Q2 2024 |
| 324 | Lakeshore Capital Group, Inc. | $66.1M | 59 | Q4 2024 |
| 325 | KW WEALTH MANAGEMENT LLC | $65.9M | 83 | Q4 2025 |
| 326 | Capital A Wealth Management, LLC | $60.2M | 846 | Q4 2024 |
| 327 | Park Square Financial Group, LLC | $48.4M | 956 | Q4 2024 |
| 328 | Inflection Point Investments LLP | $46.9M | 9 | Q3 2025 |
| 329 | HealthCor Partners Management LP | $42.0M | 1 | Q3 2025 |
| 330 | Portland Hill Asset Management Ltd | $40.9M | 29 | Q1 2024 |
| 331 | BlueCrest Capital Management Ltd | $30.9M | 2 | Q3 2025 |
| 332 | PVG ASSET MANAGEMENT CORP | $24.9M | 44 | Q3 2024 |
| 333 | Strategic Investment Solutions, Inc. /IL | $20.3M | 644 | Q4 2025 |
| 334 | Employees Retirement System of Texas | $11.7M | 311 | Q4 2024 |
| 335 | THRIVENT FINANCIAL FOR LUTHERANS | $8.7M | 2,424 | Q2 2025 |
| 336 | Achmea Investment Management B.V. | $8.0M | 296 | Q3 2025 |
| 337 | PGGM Investments | $6.9M | 365 | Q1 2024 |
| 338 | Wilshire Advisors LLC | $5.1M | 13 | Q1 2025 |
| 339 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $4.9M | 1,686 | Q1 2024 |
| 340 | PEAPACK GLADSTONE FINANCIAL CORP | $4.0M | 705 | Q3 2024 |
| 341 | Lynx1 Capital Management LP | $2.4M | 1 | Q1 2024 |
| 342 | CENTAURUS FINANCIAL, INC. | $2.1M | 1,029 | Q3 2025 |
| 343 | Garde Capital, Inc. | $1.5M | 278 | Q4 2024 |
| 344 | PENSIOENFONDS RAIL & OV | $1.3M | 36 | Q2 2024 |
| 345 | SYCOMORE ASSET MANAGEMENT | $601K | 63 | Q3 2025 |
| 346 | LM Advisors LLC | $559K | 186 | Q4 2024 |
| 347 | SPEECE THORSON CAPITAL GROUP INC | $500K | 44 | Q3 2025 |
| 348 | SG Trading Solutions, LLC | $431K | 211 | Q4 2025 |
| 349 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | $265K | 16 | Q2 2024 |
| 350 | NATIONAL MUTUAL FUNDS MANAGEMENT LTD | $251K | 1 | Q4 2025 |
| 351 | Brick & Kyle, Associates | $235K | 61 | Q4 2024 |
| 352 | Little Harbor Advisors, LLC | $200K | 8 | Q3 2025 |
| 353 | Tribridge Partners Financial LLC | $170K | 60 | Q2 2025 |
| 354 | Old North State Trust, LLC | $164K | 147 | Q3 2025 |
| 355 | CROWN ADVISORS MANAGEMENT, INC. | $149K | 38 | Q3 2025 |
| 356 | Topor & Co. Korea | $133K | 15 | Q4 2025 |
| 357 | Empirical Capital Management, LLC | $133K | 12 | Q4 2024 |
| 358 | Lancaster Investment Management | $125K | 5 | Q1 2024 |
| 359 | Q Global Advisors, LLC | $97K | 51 | Q4 2024 |
| 360 | SIT INVESTMENT ASSOCIATES INC | $82K | 6 | Q4 2025 |