DaveManuel.com · Institutional Ownership · 13F Holdings
All filers
Every institutional manager that has filed a Form 13F. A firm can appear more than once: each SEC filer identity has its own CIK, and a group that restructures stops filing under one and starts under another. Page 13 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Insight Wealth Strategies, LLC | 1749914 | $1.0B | 192 | Q3 2026 |
| Quantum Financial Advisors, LLC | 1929139 | $1.0B | 251 | last filed Q2 2026 |
| Gladstone Capital Management LLP | 1353394 | $1.0B | 40 | last filed Q2 2026 |
| Bridgeworth, LLC | 1691804 | $1.0B | 177 | last filed Q4 2023 |
| IAG Wealth Partners, LLC | 1827261 | $1.0B | 508 | last filed Q2 2026 |
| HBW ADVISORY SERVICES LLC | 1790525 | $1.0B | 440 | Q3 2026 |
| Archford Capital Strategies, LLC | 1606609 | $1.0B | 363 | Q3 2026 |
| Redwood Investment Management, LLC | 1717479 | $1.0B | 306 | last filed Q2 2026 |
| Steigerwald, Gordon & Koch Inc. | 1731876 | $1.0B | 765 | last filed Q2 2026 |
| KR Capital LP | 2103364 | $1.0B | 79 | last filed Q2 2026 |
| CATALYST FINANCIAL PARTNERS LLC | 1927537 | $1.0B | 416 | last filed Q2 2026 |
| ALTFEST L J & CO INC | 712050 | $1.0B | 318 | Q3 2026 |
| World Asset Management Inc | 1389215 | $1.0B | 841 | last filed Q3 2021 |
| Occidental Asset Management, LLC | 1770994 | $1.0B | 325 | last filed Q2 2026 |
| NOVEM GROUP | 1926783 | $1.0B | 429 | Q3 2026 |
| Van Cleef Asset Management,Inc | 1482935 | $1.0B | 120 | Q3 2026 |
| TRITONPOINT WEALTH, LLC | 2008171 | $1.0B | 293 | Q3 2026 |
| DiNuzzo Private Wealth, Inc. | 1994563 | $1.0B | 1,368 | Q3 2026 |
| Grove Bank & Trust | 1662212 | $1.0B | 932 | Q3 2026 |
| MAR VISTA INVESTMENT PARTNERS LLC | 1419999 | $1.0B | 33 | last filed Q2 2026 |
| U S GLOBAL INVESTORS INC | 754811 | $1.0B | 137 | Q3 2026 |
| B&D White Capital Company, LLC | 1752523 | $1.0B | 94 | last filed Q2 2026 |
| BlueStem Wealth Partners, LLC | 1977465 | $1.0B | 127 | last filed Q2 2026 |
| KIM, LLC | 1888968 | $1.0B | 69 | last filed Q2 2026 |
| Fulcrum Asset Management LLP | 1353395 | $1.0B | 1,027 | last filed Q2 2026 |
| ADVISORY RESEARCH INC | 902584 | $1.0B | 136 | last filed Q2 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | 1802533 | $1.0B | 377 | last filed Q2 2026 |
| Sendero Wealth Management, LLC | 1639375 | $1.0B | 208 | Q3 2026 |
| TOTH FINANCIAL ADVISORY CORP | 866780 | $1.0B | 1,024 | Q3 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 1807328 | $1.0B | 154 | last filed Q2 2026 |
| BerganKDV Wealth Management, LLC | 1660203 | $999.6M | 862 | last filed Q2 2023 |
| Provident Investment Management, Inc. | 1076964 | $998.7M | 87 | Q3 2026 |
| BURNS J W & CO INC/NY | 1047339 | $997.8M | 190 | Q3 2026 |
| 180 WEALTH ADVISORS, LLC | 1730817 | $997.5M | 486 | last filed Q2 2026 |
| HHM Wealth Advisors, LLC | 1750086 | $996.0M | 896 | last filed Q2 2026 |
| SHELL ASSET MANAGEMENT CO | 1211028 | $995.7M | 1,141 | last filed Q3 2025 |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | $995.4M | 674 | Q3 2026 |
| LEUTHOLD GROUP, LLC | 1170152 | $995.2M | 237 | last filed Q2 2026 |
| NINE MASTS CAPITAL Ltd | 1569356 | $994.7M | 115 | last filed Q2 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | 1511037 | $994.4M | 219 | Q3 2026 |
| Souders Financial Advisors | 1811240 | $994.1M | 224 | last filed Q2 2026 |
| Absolute Gestao de Investimentos Ltda. | 1622610 | $994.1M | 41 | last filed Q2 2026 |
| Rock Creek Group LLC | 1484067 | $993.7M | 57 | last filed Q2 2026 |
| Power Alpha Investment Ltd | 2014593 | $993.6M | 4 | last filed Q2 2026 |
| SJS Investment Consulting Inc. | 1894302 | $993.2M | 3,231 | Q3 2026 |
| CHICAGO EQUITY PARTNERS LLC | 1116992 | $993.1M | 647 | last filed Q1 2020 |
| DENALI ADVISORS LLC | 1142941 | $993.0M | 318 | last filed Q2 2026 |
| Perella Weinberg Partners Capital Management LP | 1426083 | $992.8M | 26 | last filed Q1 2024 |
| Elyxium Wealth, LLC | 2043538 | $989.1M | 1,478 | Q3 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2006637 | $987.5M | 228 | Q3 2026 |
| Capital Advisors, Ltd. LLC | 1597878 | $987.4M | 1,641 | Q3 2026 |
| Redhawk Wealth Advisors, Inc. | 1535811 | $986.7M | 408 | Q3 2026 |
| Global Endowment Management, LP | 1512237 | $986.5M | 72 | last filed Q2 2026 |
| Foguth Wealth Management, LLC. | 2016322 | $986.4M | 227 | Q3 2026 |
| TAURUS ASSET MANAGEMENT, LLC | 1317209 | $986.2M | 87 | last filed Q1 2025 |
| ROMANO BROTHERS AND COMPANY | 200648 | $984.9M | 331 | Q3 2026 |
| Southeast Asset Advisors, LLC | 1390003 | $984.5M | 225 | last filed Q2 2026 |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | $984.4M | 2,794 | last filed Q2 2026 |
| Adams Asset Advisors, LLC | 1386929 | $984.4M | 94 | Q3 2026 |
| Cheviot Value Management, LLC | 1427147 | $984.0M | 443 | last filed Q2 2026 |
| Marble Harbor Investment Counsel, LLC | 1387130 | $984.0M | 200 | last filed Q2 2026 |
| Nachman Norwood & Parrott, Inc | 1754950 | $983.9M | 291 | last filed Q2 2021 |
| INFINITUM ASSET MANAGEMENT, LLC | 2058093 | $983.2M | 17 | last filed Q2 2026 |
| Greenline Partners, LLC | 1697323 | $983.0M | 149 | last filed Q2 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 1387761 | $982.7M | 170 | last filed Q2 2026 |
| CABOT WEALTH MANAGEMENT INC | 1016683 | $982.2M | 142 | last filed Q2 2026 |
| Hanson & Doremus Investment Management | 1393944 | $981.7M | 493 | Q3 2026 |
| L. Roy Papp & Associates, LLP | 809339 | $981.0M | 193 | Q3 2026 |
| Stillwater Capital Advisors, LLC | 1482970 | $980.6M | 71 | last filed Q2 2026 |
| Hill Investment Group Partners, LLC | 1979028 | $980.4M | 61 | last filed Q2 2026 |
| ClariVest Asset Management LLC | 1388167 | $980.2M | 844 | last filed Q3 2024 |
| Aviance Capital Partners, LLC | 1542383 | $979.1M | 387 | Q3 2026 |
| Perseverance Asset Management International | 1802695 | $979.0M | 19 | last filed Q2 2026 |
| Johnson & Johnson Innovation - JJDC, Inc. | 924020 | $978.2M | 21 | last filed Q2 2021 |
| First Pacific Financial | 1810089 | $977.6M | 538 | Q3 2026 |
| Parkman Healthcare Partners LLC | 1777015 | $976.8M | 77 | last filed Q2 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 1000097 | $976.2M | 69 | last filed Q2 2026 |
| LVZ, Inc. | 1574408 | $975.0M | 167 | Q3 2026 |
| Family Manage LLC | 1539947 | $974.7M | 323 | last filed Q2 2026 |
| LODESTAR INVESTMENT COUNSEL LLC/IL | 1058949 | $973.9M | 175 | last filed Q2 2019 |
| SEEDS INVESTOR LLC | 2021047 | $973.3M | 379 | last filed Q2 2026 |
| ZEGA Investments, LLC | 2045703 | $973.0M | 216 | last filed Q2 2026 |
| FSM Wealth Advisors, LLC | 1942548 | $972.4M | 343 | Q3 2026 |
| Permanens Capital L.P. | 1599637 | $972.4M | 100 | last filed Q2 2026 |
| Deer IX & Co. Ltd. | 1655220 | $971.4M | 6 | last filed Q3 2021 |
| Troluce Capital Advisors LLC | 1910321 | $971.0M | 23 | last filed Q2 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | 1066816 | $970.9M | 651 | last filed Q2 2026 |
| BARLOW WEALTH PARTNERS, LLC | 1999928 | $970.1M | 152 | Q3 2026 |
| Noked Israel Ltd | 1767750 | $969.9M | 11 | last filed Q2 2026 |
| Resource Management, LLC | 1731437 | $969.8M | 190 | last filed Q4 2021 |
| HARTLINE INVESTMENT CORP/ | 945625 | $969.2M | 101 | Q3 2026 |
| Disciplina Capital Management LLC | 1993404 | $968.0M | 68 | last filed Q2 2026 |
| Archon Partners LLC | 1454424 | $967.6M | 37 | Q3 2026 |
| L & S Advisors Inc | 1392364 | $967.4M | 236 | last filed Q2 2026 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 1671754 | $967.4M | 103 | last filed Q2 2026 |
| black-and-white Capital LP | 1690186 | $967.3M | 23 | last filed Q2 2021 |
| PARTHENON LLC | 1088859 | $967.3M | 129 | Q3 2026 |
| RMG Wealth Management LLC | 1844731 | $966.9M | 534 | Q3 2026 |
| Bath Savings Trust Co | 1384943 | $965.9M | 178 | Q3 2026 |
| STRATEGIC PLANNING GROUP, LLC | 1875525 | $964.8M | 79 | Q3 2026 |
| GOODNOW INVESTMENT GROUP, LLC | 1362255 | $963.7M | 23 | last filed Q2 2026 |
| Financial Partners Group, Inc | 1731169 | $963.6M | 251 | Q3 2026 |
| L2 Asset Management, LLC | 1686988 | $962.8M | 411 | last filed Q2 2026 |
| Leonard Green & Partners, L.P. | 1175523 | $962.2M | 4 | last filed Q2 2026 |
| SILVERARC CAPITAL MANAGEMENT, LLC | 1816307 | $962.2M | 73 | last filed Q2 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | 2054714 | $961.4M | 479 | Q3 2026 |
| Stockman Wealth Management, Inc. | 1389400 | $960.4M | 178 | Q3 2026 |
| ARDSLEY ADVISORY PARTNERS LP | 900529 | $960.2M | 136 | last filed Q2 2026 |
| Ramirez Asset Management, Inc. | 1992110 | $959.9M | 360 | last filed Q2 2026 |
| Revolve Wealth Partners, LLC | 1808992 | $958.8M | 315 | Q3 2026 |
| WENDELL DAVID ASSOCIATES INC | 878228 | $958.3M | 151 | Q3 2026 |
| Wahed Invest LLC | 1763146 | $958.1M | 227 | last filed Q2 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | $957.7M | 386 | Q3 2026 |
| CAPITAL GROWTH MANAGEMENT LP | 60335 | $956.9M | 46 | last filed Q3 2020 |
| River Wealth Advisors LLC | 1642570 | $955.7M | 217 | last filed Q2 2026 |
| Lifeworks Advisors, LLC | 1882132 | $955.0M | 337 | last filed Q2 2026 |
| Gibbs Wealth Management | 2081110 | $954.6M | 509 | Q3 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | 1768130 | $954.3M | 234 | Q3 2026 |
| Polaris Capital Management, LLC | 1316926 | $953.4M | 86 | Q3 2026 |
| Integrity Advisory Solutions, LLC | 2057931 | $952.9M | 388 | Q3 2026 |
| Claro Advisors Inc. | 1764386 | $952.8M | 533 | last filed Q2 2026 |
| Night Owl Capital Management, LLC | 1410833 | $952.8M | 30 | last filed Q2 2026 |
| CVFG LLC | 2050974 | $952.1M | 250 | last filed Q2 2026 |
| Central Pacific Bank - Trust Division | 2020066 | $952.0M | 849 | Q3 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | 1359262 | $951.8M | 26 | last filed Q2 2026 |
| Abacus Wealth Partners, LLC | 1978011 | $951.6M | 321 | last filed Q2 2026 |
| Diametric Capital, LP | 1719087 | $948.5M | 473 | last filed Q2 2026 |
| Asset One Wealth Management LLC | 2110759 | $947.7M | 346 | last filed Q2 2026 |
| United Advisor Group, LLC | 2004873 | $947.7M | 532 | last filed Q2 2026 |
| Noked Capital LTD | 1709622 | $946.1M | 48 | last filed Q3 2022 |
| CCM INVESTMENT GROUP, LLC | 2067069 | $945.8M | 207 | last filed Q1 2025 |
| OARSMAN CAPITAL, INC. | 1569667 | $944.8M | 244 | last filed Q2 2026 |
| Marietta Wealth Management, LLC | 1697847 | $944.8M | 128 | Q3 2026 |
| SYLEBRA CAPITAL LLC | 2003074 | $944.5M | 9 | last filed Q2 2026 |
| Old West Investment Management, LLC | 1549358 | $944.2M | 124 | last filed Q2 2026 |
| EMS Capital LP | 1441843 | $944.1M | 18 | last filed Q4 2021 |
| ASHTON THOMAS SECURITIES, LLC | 771572 | $943.7M | 511 | Q3 2026 |
| MIDDLETON & CO INC/MA | 919497 | $942.9M | 163 | Q3 2026 |
| Headlands Technologies LLC | 1570271 | $942.5M | 695 | last filed Q2 2026 |
| Condire Management, LP | 1847739 | $942.3M | 21 | last filed Q2 2026 |
| Allegheny Financial Group | 1844148 | $942.0M | 305 | last filed Q2 2026 |
| Wealth High Governance Asset Management Ltda. | 2111728 | $939.5M | 50 | last filed Q2 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | 1179232 | $938.7M | 56 | Q3 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | 1856103 | $938.1M | 92 | last filed Q2 2026 |
| James J. Burns & Company, LLC | 1949059 | $936.9M | 166 | Q3 2026 |
| Wealth Enhancement Trust Services, Inc. | 2067696 | $936.6M | 780 | Q3 2026 |
| JAMES INVESTMENT RESEARCH, INC. | 810384 | $936.2M | 373 | Q3 2026 |
| Blueprint Financial Advisors LLC | 2054129 | $936.1M | 152 | Q3 2026 |
| Cornerstone Advisors, Inc. | 1532520 | $935.6M | 717 | last filed Q3 2020 |
| Capital Investment Counsel, Inc | 1418421 | $935.4M | 265 | Q3 2026 |
| SCOGGIN MANAGEMENT LP | 1086416 | $934.8M | 56 | last filed Q2 2026 |
| First Turn Management, LLC | 1993440 | $934.7M | 31 | last filed Q2 2026 |
| Arista Wealth Management, LLC | 1964758 | $934.6M | 265 | Q3 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | 883803 | $934.4M | 240 | Q3 2026 |
| CAAS CAPITAL MANAGEMENT LP | 1802881 | $933.7M | 227 | last filed Q1 2025 |
| Brightworth | 1656666 | $933.4M | 126 | last filed Q3 2022 |
| ASHFORD CAPITAL MANAGEMENT INC | 897070 | $932.6M | 107 | last filed Q2 2026 |
| PLANNING ALTERNATIVES LTD /ADV | 712011 | $932.6M | 129 | last filed Q2 2026 |
| KTF INVESTMENTS, LLC | 2099997 | $932.3M | 89 | Q3 2026 |
| Ashe Capital Management, LP | 1632715 | $931.5M | 7 | last filed Q2 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | 1540944 | $931.3M | 158 | Q3 2026 |
| Artal Group S.A. | 1053906 | $931.1M | 2 | last filed Q2 2026 |
| Bronte Capital Management Pty Ltd. | 1471085 | $931.1M | 56 | last filed Q2 2026 |
| Night Squared LP | 2058786 | $930.4M | 69 | last filed Q2 2026 |
| FORTE CAPITAL LLC /ADV | 1022314 | $930.3M | 239 | last filed Q2 2025 |
| Desjardins Global Asset Management Inc. | 1563660 | $930.0M | 658 | last filed Q4 2023 |
| XY Planning Network, Inc. | 1873438 | $929.3M | 380 | Q3 2026 |
| RR PARTNERS LP | 1280217 | $928.9M | 15 | last filed Q2 2021 |
| Claret Asset Management Corp | 1735513 | $928.3M | 498 | last filed Q2 2026 |
| Ikarian Capital, LLC | 1778253 | $928.2M | 137 | last filed Q2 2026 |
| Fort Sheridan Advisors LLC | 1606666 | $927.9M | 299 | last filed Q2 2026 |
| REDWOOD CAPITAL MANAGEMENT, LLC | 1316622 | $927.4M | 25 | last filed Q2 2026 |
| Violich Capital Management, Inc. | 1326766 | $926.7M | 113 | Q3 2026 |
| Community Bank, N.A. | 1632187 | $926.3M | 530 | last filed Q2 2026 |
| MBB PUBLIC MARKETS I LLC | 1892378 | $926.0M | 25 | last filed Q2 2026 |
| HARVEY INVESTMENT CO LLC | 1162781 | $925.7M | 100 | Q3 2026 |
| Meristem Family Wealth, LLC | 1511915 | $925.3M | 337 | last filed Q1 2022 |
| Roble, Belko & Company, Inc | 1642305 | $925.3M | 486 | last filed Q2 2026 |
| SILVERBACK ASSET MANAGEMENT LLC | 1278960 | $924.8M | 62 | last filed Q2 2026 |
| Geometric Wealth Advisors | 1900576 | $924.5M | 94 | last filed Q2 2026 |
| Maridea Wealth Management LLC | 2056245 | $924.1M | 547 | last filed Q2 2026 |
| Alaska Wealth Advisors, LLC | 1731601 | $923.2M | 90 | last filed Q2 2026 |
| Compass Financial Group, INC/SD | 1964835 | $922.1M | 120 | Q3 2026 |
| KFG WEALTH MANAGEMENT, LLC | 1919344 | $922.0M | 216 | Q3 2026 |
| Delta Global Management LP | 1992724 | $921.7M | 149 | last filed Q2 2026 |
| SoftVest Advisors, LLC | 1803391 | $921.1M | 7 | last filed Q2 2026 |
| AXQ CAPITAL, LP | 1916908 | $919.7M | 960 | last filed Q2 2026 |
| TFO Wealth Partners, LLC | 1698750 | $919.3M | 65 | last filed Q2 2026 |
| Quantitative Investment Management, LLC | 1445911 | $917.4M | 346 | last filed Q2 2026 |
| Strid Group, LLC | 1625800 | $917.2M | 93 | Q3 2026 |
| Baker Ellis Asset Management LLC | 1365559 | $917.1M | 252 | Q3 2026 |
| Avalon Global Asset Management LLC | 1314273 | $917.0M | 36 | last filed Q2 2026 |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1954056 | $917.0M | 341 | last filed Q2 2022 |
| SYCOMORE ASSET MANAGEMENT | 1728681 | $917.0M | 68 | Q3 2026 |
| TWIN CAPITAL MANAGEMENT INC | 1059187 | $916.4M | 269 | last filed Q2 2026 |
| De Lisle Partners LLP | 2011184 | $916.2M | 178 | last filed Q2 2026 |
| Johnson Bixby & Associates, LLC | 1844238 | $915.9M | 127 | Q3 2026 |
| Greenvale Capital LLP | 1768041 | $915.6M | 10 | last filed Q2 2026 |
| Stanley-Laman Group, Ltd. | 1601489 | $915.1M | 299 | Q3 2026 |
| Agave Capital Management Ltd | 2099846 | $914.8M | 12 | last filed Q2 2026 |
| King Wealth Management Group | 1568235 | $914.3M | 176 | last filed Q2 2026 |
| MJP ASSOCIATES INC /ADV | 715113 | $914.2M | 232 | last filed Q2 2026 |
| ATLAS CAPITAL ADVISORS INC. | 1434165 | $914.1M | 1,049 | last filed Q2 2026 |
| RTD Financial Advisors, Inc. | 1810555 | $914.0M | 124 | Q3 2026 |
| ICICI Prudential Asset Management Co Ltd | 1697850 | $913.2M | 157 | last filed Q2 2026 |
| Pitcairn Wealth Advisors LLC | 2089089 | $912.9M | 281 | last filed Q2 2026 |
| Wallace Capital Management Inc. | 1459754 | $912.1M | 77 | last filed Q2 2026 |
| JT Stratford LLC | 1689013 | $912.0M | 321 | last filed Q2 2026 |
| Nelson Capital Management, LLC | 1512611 | $911.6M | 120 | last filed Q2 2026 |
| Permian Investment Partners, LP | 1472850 | $911.5M | 13 | last filed Q2 2026 |
| Bard Financial Services, Inc. | 1850858 | $911.2M | 209 | last filed Q3 2025 |
| Diversified, LLC | 1841991 | $911.0M | 229 | last filed Q3 2024 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 1516450 | $910.6M | 99 | Q3 2026 |
| Ion Asset Management Ltd. | 1603837 | $910.6M | 63 | last filed Q3 2025 |
| Pacific Life Fund Advisors LLC | 1499091 | $909.6M | 27 | last filed Q2 2026 |
| VALLEY NATIONAL ADVISERS INC | 773411 | $908.7M | 1,715 | Q3 2026 |
| Teamwork Financial Advisors, LLC | 1629931 | $908.4M | 150 | Q3 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | 1772031 | $908.0M | 279 | Q3 2026 |
| Oak Root LLC | 2027377 | $907.1M | 10 | Q3 2026 |
| Forward Management, LLC | 1385864 | $907.1M | 32 | last filed Q3 2022 |
| Tennessee Valley Asset Management Partners | 1826790 | $906.5M | 207 | last filed Q2 2026 |
| Strategic Wealth Partners Group, LLC | 1682677 | $906.2M | 70 | last filed Q1 2024 |
| Manchester Global Management (UK) Ltd | 1965104 | $906.0M | 23 | last filed Q2 2026 |
| One Wealth Advisors, LLC | 1725297 | $905.7M | 326 | last filed Q2 2026 |
| Philip James Wealth Mangement, LLC | 2002630 | $905.6M | 147 | Q3 2026 |
| Emerging Variant Capital Management LP | 1754001 | $905.3M | 9 | last filed Q4 2022 |
| Pathway Financial Advisors LLC | 1738828 | $905.1M | 128 | Q3 2026 |
| CRA Financial Services, LLC | 1765594 | $904.1M | 329 | Q3 2026 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | 1569049 | $902.8M | 27 | last filed Q2 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1748861 | $902.8M | 493 | last filed Q2 2026 |
| Portside Wealth Group, LLC | 1978608 | $901.2M | 514 | Q3 2026 |
| Soundwatch Capital LLC | 1803253 | $901.0M | 53 | last filed Q2 2026 |
| Nellore Capital Management LLC | 1846677 | $900.7M | 10 | last filed Q2 2026 |
| Ranmore Fund Management Ltd | 2055400 | $900.6M | 26 | Q3 2026 |
| MIdWestOne Financial Group, Inc. | 1412665 | $900.5M | 305 | last filed Q4 2025 |
| MayTech Global Investments, LLC | 1731134 | $900.2M | 22 | last filed Q2 2026 |
| North Peak Capital Management, LLC | 1747888 | $900.0M | 8 | last filed Q2 2026 |
| BSW Wealth Partners | 1512601 | $899.2M | 331 | last filed Q2 2026 |
| FINANCIAL CONSULATE, INC | 1624510 | $898.8M | 1,896 | Q3 2026 |
| ATP Life Science Ventures, L.P. | 1593440 | $898.3M | 3 | last filed Q1 2021 |
| SPX Gestao de Recursos Ltda | 1589176 | $898.0M | 79 | last filed Q2 2026 |
| CITY HOLDING CO | 726854 | $897.9M | 599 | Q3 2026 |
| FORM Wealth Advisors, LLC | 2053294 | $896.0M | 59 | Q3 2026 |
| Independence Bank of Kentucky | 1730479 | $895.3M | 642 | Q3 2026 |
| Clayton, Dubilier & Rice, LLC | 1538642 | $895.0M | 2 | last filed Q2 2026 |
| ECLECTIC ASSOCIATES INC /ADV | 743482 | $894.8M | 162 | Q3 2026 |
| Fortis Capital Management LLC | 1802167 | $894.0M | 242 | last filed Q2 2026 |
| Titan Investment Solutions Ltd | 2103356 | $893.7M | 60 | last filed Q2 2026 |
| Cardan Capital Partners, LLC | 1664503 | $892.9M | 243 | last filed Q3 2021 |
| TFC Financial Management, Inc. | 1827844 | $892.7M | 1,047 | Q3 2026 |