|
First Bank & Trust
|
$620.8B
|
397
|
Mar 2026
|
|
Citadel Advisors LLC
|
$618.5B
|
15,589
|
Mar 2026
|
|
RIVERSEDGE ADVISORS, LLC
|
$617.7B
|
216
|
Mar 2026
|
|
Affiance Financial, LLC
|
$617.1B
|
106
|
Mar 2026
|
|
CPC Advisors, LLC
|
$616.7B
|
144
|
Mar 2026
|
|
Princeton Global Asset Management LLC
|
$612.9B
|
829
|
Mar 2026
|
|
DUDLEY & SHANLEY, INC.
|
$611.2B
|
38
|
Mar 2026
|
|
Verbena Value LP
|
$611.0B
|
26
|
Mar 2026
|
|
Citizens Business Bank
|
$610.3B
|
229
|
Mar 2026
|
|
STRATEGY ASSET MANAGERS LLC
|
$609.4B
|
263
|
Mar 2026
|
|
K.J. Harrison & Partners Inc
|
$608.2B
|
225
|
Mar 2026
|
|
Montecito Bank & Trust
|
$607.3B
|
444
|
Mar 2026
|
|
Pier Capital, LLC
|
$606.2B
|
122
|
Mar 2026
|
|
CORSAIR CAPITAL MANAGEMENT, L.P.
|
$605.3B
|
167
|
Sep 2025
|
|
Elgethun Capital Management
|
$604.6B
|
166
|
Mar 2026
|
|
Elk River Wealth Management LLC
|
$602.2B
|
99
|
Mar 2026
|
|
North Peak Capital Management, LLC
|
$601.3B
|
7
|
Mar 2026
|
|
Clear Trail Advisors, LLC
|
$600.6B
|
149
|
Mar 2026
|
|
Beverly Hills Private Wealth, LLC
|
$600.3B
|
499
|
Mar 2026
|
|
Matthew Goff Investment Advisor, LLC
|
$599.9B
|
107
|
Mar 2026
|