Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| ANCHYRA PARTNERS LLC | $416,389,973 | 350 | $1,189,686 | June 30, 2026 |
| Revisor Wealth Management LLC | $416,169,670 | 371 | $1,121,751 | June 30, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | $416,162,299 | 80 | $5,202,029 | June 30, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | $415,887,479 | 39 | $10,663,782 | June 30, 2026 |
| CAPITAL CITY TRUST CO/FL | $415,789,209 | 129 | $3,223,172 | June 30, 2026 |
| Prasad Wealth Partners, LLC | $415,562,958 | 160 | $2,597,268 | June 30, 2026 |
| Walter Public Investments Inc. | $415,513,521 | 53 | $7,839,878 | June 30, 2026 |
| Squire Investment Management Company, LLC | $415,305,295 | 89 | $4,666,352 | June 30, 2026 |
| KFA Private Wealth Group, LLC | $415,234,547 | 150 | $2,768,230 | June 30, 2026 |
| Family Firm, Inc. | $414,949,293 | 87 | $4,769,532 | June 30, 2025 Stale |
| Pioneer Wealth Management Group | $413,935,618 | 55 | $7,526,102 | June 30, 2026 |
| Measured Wealth Private Client Group, LLC | $413,733,816 | 720 | $574,630 | June 30, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $413,630,182 | 164 | $2,522,135 | June 30, 2026 |
| RFG - Bristol Wealth Advisors, LLC | $413,628,287 | 188 | $2,200,150 | June 30, 2026 |
| Hudson Capital Management LLC | $413,626,295 | 74 | $5,589,545 | June 30, 2026 |
| Vision Retirement, LLC | $413,622,341 | 621 | $666,059 | June 30, 2026 |
| BNC WEALTH MANAGEMENT, LLC | $413,548,128 | 106 | $3,901,397 | June 30, 2026 |
| Siena Capital Partners GP, LLC | $413,423,349 | 101 | $4,093,300 | June 30, 2026 |
| WP Advisors, LLC | $413,332,418 | 119 | $3,473,382 | June 30, 2026 |
| JRM Investment Counsel, LLC | $413,299,533 | 21 | $19,680,930 | June 30, 2026 |
| BigSur Wealth Management LLC | $413,270,612 | 169 | $2,445,388 | June 30, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | $412,919,106 | 109 | $3,788,249 | June 30, 2026 |
| Kanen Wealth Management LLC | $412,580,217 | 37 | $11,150,817 | June 30, 2026 |
| Hilltop Partners LLC | $412,351,224 | 150 | $2,749,008 | June 30, 2026 |
| Kiltearn Partners LLP | $412,123,139 | 29 | $14,211,143 | June 30, 2026 |
| EntryPoint Capital, LLC | $412,064,875 | 768 | $536,543 | June 30, 2026 |
| WealthCare Investment Partners, LLC | $411,749,432 | 206 | $1,998,784 | June 30, 2026 |
| MCDONALD PARTNERS LLC | $411,742,758 | 621 | $663,032 | June 30, 2026 |
| Accretive Wealth Partners, LLC | $411,628,410 | 181 | $2,274,190 | June 30, 2026 |
| Taylor Hoffman Capital Management LLC | $411,596,854 | 122 | $3,373,745 | June 30, 2026 |
| Prism Advisors, Inc. | $411,581,709 | 77 | $5,345,217 | June 30, 2026 |
| Waypoint Wealth Partners Inc. | $411,422,320 | 76 | $5,413,452 | June 30, 2025 Stale |
| Inlet Private Wealth, LLC | $411,329,156 | 133 | $3,092,700 | June 30, 2026 |
| Alpine Investment Management Ltd | $411,197,409 | 9 | $45,688,601 | June 30, 2026 |
| ELEVATUS WELATH MANAGEMENT | $411,138,835 | 243 | $1,691,929 | June 30, 2026 |
| Financial Perspectives, Inc | $410,865,266 | 728 | $564,375 | June 30, 2026 |
| Gavilan Investment Partners LLC | $410,764,178 | 15 | $27,384,279 | June 30, 2026 |
| SignalPoint Asset Management, LLC | $410,708,822 | 253 | $1,623,355 | Dec. 31, 2024 Stale |
| First Washington CORP | $410,527,684 | 51 | $8,049,562 | June 30, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | $410,450,629 | 118 | $3,478,395 | June 30, 2026 |
| ROCKLAND TRUST CO | $410,333,534 | 317 | $1,294,428 | June 30, 2026 |
| Acorn Wealth Advisors, LLC | $410,315,561 | 303 | $1,354,177 | June 30, 2026 |
| Strata Wealth Advisors, LLC | $410,032,773 | 97 | $4,227,142 | June 30, 2026 |
| Pinnacle Financial Group, LLC / IL | $409,737,876 | 117 | $3,502,033 | June 30, 2026 |
| HFR Wealth Management, LLC | $409,691,759 | 53 | $7,730,033 | June 30, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $409,489,738 | 182 | $2,249,944 | June 30, 2026 |
| Ifrah Financial Services, Inc. | $409,459,599 | 214 | $1,913,363 | June 30, 2026 |
| DKRT Investments Corp. | $409,254,328 | 50 | $8,185,087 | June 30, 2026 |
| Rock Point Advisors, LLC | $408,909,239 | 123 | $3,324,465 | June 30, 2026 |
| Rooted Wealth Advisors, Inc. | $408,484,924 | 149 | $2,741,510 | June 30, 2026 |
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