| Harbor Advisors | Outsourced family office provider | West Palm Beach, FL | 2 | · | · | 2 | 13F $795M | Jul 28, 2026 |
| Lionshead Wealth Management, LLC | Outsourced family office provider | New York, NY | 3 | · | · | 3 | 13F $154M | Jul 28, 2026 |
| Marino Management, LLC | Single family office | Westport, CT | 1 | · | · | 1 | 13F $480M | Jul 28, 2026 |
| P•••••• F••••• O•••••• L•• | Outsourced family office provider | North Miami Beach, FL | 35 | · | · | 40 | 13F $194M | Jul 28, 2026 |
| S•••• Q•••• A••••••• | Multi-family office | · | 53 | · | · | 82 | 13F $2.5B | Jul 28, 2026 |
| W••••••• T•••• C•••••• | Multi-family office | Pasadena, CA | 8 | · | · | 8 | 13F $10B | Jul 28, 2026 |
| P••••••• A••••••• L•• | Multi-family office | San Luis Obispo, CA | 1 | · | · | 4 | 13F $17.3M | Jul 27, 2026 |
| S•• A•••••••• L•• | Outsourced family office provider | Montclair, NJ | 11 | · | · | 12 | 13F $116M | Jul 27, 2026 |
| T•• C•••••• G•••• | Multi-family office | · | 14 | 1 | · | 21 | 13F $5.2B | Jul 27, 2026 |
| T•• H•••••• C•••••• | Family investment company | Pittsburgh, PA | 18 | · | · | 20 | 13F $283M | Jul 27, 2026 |
| G•••••••• G•••••••• L•• | Multi-family office | Fayetteville, AR | 17 | · | · | 33 | 13F $2.1B | Jul 24, 2026 |
| S••••••• F••••• O••••• | Multi-family office | Overland Park, KS | 8 | · | · | 13 | 13F $212M | Jul 24, 2026 |
| S•••••••• B••••••••• L•• | Outsourced family office provider | Atlanta, GA | 3 | · | · | 6 | 13F $2.0B | Jul 23, 2026 |
| C••••• P••••••• | Multi-family office | Cincinnati, OH | 3 | · | · | 8 | 13F $332M | Jul 22, 2026 |
| C••••••••• I••••••••• G•••• L•• | Family investment company | Englewood, CO | 4 | 3 | Real estate (1 deal) | 8 | 13F $1.2B | Jul 22, 2026 |
| D•••• W••••• A••••••• | Outsourced family office provider | Lehi, UT | 9 | · | · | 29 | 13F $561M | Jul 22, 2026 |
| E•• P••••••• D•• H••••• I•••••••• | Candidate | Santa Clara, CA | 1 | · | · | 2 | 13F $297M | Jul 22, 2026 |
| M••••• L•• | Single family office | Stuart, FL | 2 | · | · | 3 | 13F $128M | Jul 22, 2026 |
| W••••••• W••••• L•• | Unclassified | Waco, TX | · | · | · | 1 | 13F $147M | Jul 22, 2026 |
| C•••••• S••••• A••••••• | Outsourced family office provider | Marion, MA | · | · | · | 1 | 13F $259M | Jul 21, 2026 |
| H•• I••••••••• A••••••• | Outsourced family office provider | Nashville, TN | 3 | · | · | 5 | 13F $267M | Jul 21, 2026 |
| T••••••••• H••••••• L• | Candidate | Chicago, IL | · | · | · | 1 | 13F $136M | Jul 21, 2026 |
| C••••• F••••• O••••••• L•• | Multi-family office | Charlotte, NC | 10 | · | · | 18 | 13F $455M | Jul 20, 2026 |
| F•••••••• F••••• O••••• | Multi-family office | Scottsdale, AZ | 13 | · | · | 38 | 13F $516M | Jul 20, 2026 |
| F••••••••• F••••• W••••• A••••••• L•• | Candidate | Houston, TX | 4 | · | · | 4 | 13F $177M | Jul 16, 2026 |
| F•••• C••••••• L•• | Family investment company | Nashville, TN | 2 | · | · | 2 | Foundations $621M | Jul 16, 2026 |
| P•• F••••• O•••••• L•• | Multi-family office | Plano, TX | 6 | 1 | · | 6 | 13F $109M | Jul 16, 2026 |
| R•• E••••••••• L•• | Candidate | New York, NY | 1 | · | · | 1 | 13F $27.3M | Jul 16, 2026 |
| H•••••• C•••••• A•••••••• L•• | Outsourced family office provider | Tysons Corner, VA | 9 | · | · | 17 | 13F $549M | Jul 15, 2026 |
| R•••••• F••••• W•••••• I••• | Multi-family office | Tacoma, WA | 1 | · | · | 4 | 13F $176M | Jul 15, 2026 |
| B••••• P•••••••• L•• | Multi-family office | Miami, FL | · | · | · | 1 | 13F $415M | Jul 14, 2026 |
| H•••• • C• L•• | Candidate | Glencoe, MN | 2 | · | · | 2 | 13F $154M | Jul 14, 2026 |
| J•••• R••••• S• I• | Candidate | Bethany Beach, DE | · | · | · | 1 | 13F $104M | Jul 14, 2026 |
| L•• F••••• W••••• A•••••••• L••• | Multi-family office | Austin, TX | 7 | · | · | 7 | 13F $196M | Jul 14, 2026 |
| A••••••• F••••• O•••••• L•• | Multi-family office | Bedford, NH | 1 | · | · | 3 | 13F $254M | Jul 13, 2026 |
| S•••••• F••••• O•••••• L•• | Multi-family office | Naperville, IL | 4 | · | · | 6 | 13F $629M | Jul 13, 2026 |
| N•••• W••••• M••••••••• L•• | Multi-family office | Fort Worth, TX | 6 | · | · | 6 | 13F $181M | Jul 10, 2026 |
| S••••••• G••••• L•• | Family investment company | Little Rock, AR | 25 | 57 | Software (9 deals), Financial services (8 deals), Distribution (5 deals), +10 more | 48 | AUM $2.0B | Jul 10, 2026 |
| G•• H••••••• L••• | Candidate | Cumming, GA | 1 | · | · | 1 | 13F $111M | Jul 9, 2026 |
| H••••••••• N•••• W••••• A•••••••• I••• | Outsourced family office provider | Belmont, MI | 8 | · | · | 16 | 13F $410M | Jul 9, 2026 |
| K••• F••••• O•••••• L•• | Single family office | Bloomington, MN | 1 | 4 | · | 5 | 13F $163M | Jul 9, 2026 |
| O•••• F••••• W•••••• L•• | Multi-family office | Aventura, FL | 4 | · | · | 5 | 13F $373M | Jul 9, 2026 |
| S•••••• C•••••• L•• | Outsourced family office provider | Indianapolis, IN | 7 | 1 | · | 11 | 13F $7.6B | Jul 9, 2026 |
| B•••• F••••• A••••••• | Outsourced family office provider | Summit, NJ | 59 | 8 | · | 102 | 13F $467M | Jul 8, 2026 |
| L•••••••• H••• P•••••••• L•• | Outsourced family office provider | Dallas, TX | 2 | · | · | 3 | 13F $206M | Jul 8, 2026 |
| G••••• A••••••• L•• | Multi-family office | New York, NY | · | · | · | 2 | 13F $1.5B | Jul 7, 2026 |
| S•••• C••• A•••••••• L•• | Outsourced family office provider | Hingham, MA | 6 | · | · | 12 | 13F $400M | Jul 7, 2026 |
| W••••• P•••••• E••••• P•••••••• L•• | Candidate | Omaha, NE | 6 | · | · | 6 | 13F $185M | Jul 7, 2026 |
| C••••••••• F••••• O•••••• L•• | Outsourced family office provider | York, PA | 6 | · | · | 9 | 13F $489M | Jul 2, 2026 |
| P•••••• A••••••••• • P•••••• A••••••••• I• J•••• V•••••• | Candidate | Dallas, TX | 1 | 8 | · | 1 | 13F $73.6M | May 15, 2026 |