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 16 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Summit Street Capital Management, LLC | 1595533 | $712.6M | 31 | last filed Q2 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 2111403 | $712.6M | 379 | Q3 2026 |
| Alight Capital Management LP | 1651473 | $712.5M | 80 | last filed Q2 2026 |
| HMI Capital Management, L.P. | 1469026 | $712.4M | 13 | last filed Q2 2026 |
| Tyche Wealth Partners LLC | 2004818 | $712.4M | 339 | last filed Q2 2026 |
| LJI Wealth Management, LLC | 1988563 | $712.0M | 195 | Q3 2026 |
| Wealth Alliance Advisory Group, LLC | 1735734 | $711.9M | 204 | Q3 2026 |
| First National Advisers, LLC | 1941030 | $711.8M | 251 | last filed Q2 2026 |
| SageGuard Financial Group, LLC | 1861378 | $711.7M | 211 | last filed Q2 2026 |
| TrinityPoint Wealth, LLC | 1766510 | $711.7M | 334 | last filed Q4 2024 |
| Encompass More Asset Management | 2011218 | $711.6M | 264 | Q3 2026 |
| Hexagon Capital Partners LLC | 1831542 | $711.4M | 268 | last filed Q2 2026 |
| Tarbox Family Office, Inc. | 1599603 | $711.0M | 100 | Q3 2026 |
| BOCHK Asset Management Ltd | 2010854 | $710.4M | 131 | Q3 2026 |
| FINDELL CAPITAL MANAGEMENT LLC | 1814465 | $710.3M | 12 | last filed Q2 2026 |
| Tulsa Wealth Advisors, INC | 2114442 | $710.2M | 166 | last filed Q2 2026 |
| Hamilton Point Investment Advisors, LLC | 1599746 | $710.2M | 192 | last filed Q2 2026 |
| Chandler Asset Management, Inc. | 1665018 | $709.7M | 21 | last filed Q2 2026 |
| Destiny Wealth Partners, LLC | 1844369 | $708.9M | 184 | last filed Q2 2026 |
| ELEMENT POINTE ADVISORS, LLC | 1764059 | $708.9M | 91 | Q3 2026 |
| Crane Advisory, LLC | 1951283 | $707.2M | 55 | Q3 2026 |
| Monarch Alternative Capital LP | 1281084 | $707.2M | 8 | last filed Q2 2026 |
| Abundance Wealth Counselors | 1767080 | $705.9M | 170 | Q3 2026 |
| K.J. Harrison & Partners Inc | 1418359 | $705.7M | 224 | last filed Q2 2026 |
| KELLEHER FINANCIAL ADVISORS | 1507971 | $704.8M | 864 | last filed Q2 2026 |
| Rivermont Capital Management LP | 1965613 | $704.8M | 20 | last filed Q2 2026 |
| VEGA INVESTMENT SOLUTIONS | 2056914 | $704.5M | 144 | last filed Q2 2026 |
| DSG Capital Advisors, LLC | 2060765 | $704.2M | 118 | last filed Q2 2026 |
| TLT Family Holdco ULC | 2081869 | $703.9M | 9 | last filed Q2 2026 |
| PLATINUM PARAMOUNT INVESTMENT LTD. | 2089123 | $703.7M | 3 | last filed Q2 2026 |
| Talos Eurisko Asset Management LP | 2041062 | $703.4M | 25 | last filed Q2 2026 |
| SNOW CAPITAL MANAGEMENT LP | 1262124 | $703.3M | 136 | last filed Q2 2021 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1767601 | $702.9M | 136 | Q3 2026 |
| Global Wealth Management Investment Advisory, Inc. | 1767855 | $702.7M | 160 | last filed Q2 2026 |
| Mountain Capital Investment Advisors Inc. | 1714506 | $702.2M | 95 | last filed Q2 2026 |
| Summit Wealth Partners, LLC | 2033312 | $701.9M | 280 | last filed Q2 2026 |
| 12th Street Asset Management Company, LLC | 1633703 | $701.8M | 32 | last filed Q2 2026 |
| Strategic Global Advisors, LLC | 1580212 | $701.8M | 129 | last filed Q2 2026 |
| Atlas Wealth LLC | 1964106 | $701.4M | 178 | last filed Q2 2026 |
| CENTRAL BANK & TRUST CO | 1175954 | $701.4M | 181 | Q3 2026 |
| Affiance Financial, LLC | 1723681 | $701.1M | 110 | Q3 2026 |
| OAK HILL ADVISORS LP | 1164688 | $700.9M | 12 | last filed Q2 2026 |
| American Money Management, LLC | 1600085 | $700.2M | 174 | last filed Q2 2026 |
| BWCP, LP | 1787893 | $700.1M | 24 | last filed Q2 2026 |
| Probity Advisors, Inc. | 1676603 | $700.0M | 226 | Q3 2026 |
| Towercrest Capital Management | 1633288 | $699.9M | 105 | Q3 2026 |
| LARCH CAPITAL PARTNERS LLC | 2112646 | $699.6M | 58 | last filed Q2 2026 |
| LYNCH & ASSOCIATES/IN | 1108965 | $698.9M | 128 | Q3 2026 |
| Militia Capital Partners, LP | 1837496 | $698.6M | 215 | last filed Q4 2025 |
| FIDUCIENT ADVISORS LLC | 1729866 | $698.4M | 153 | last filed Q2 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 1728355 | $697.8M | 72 | Q3 2026 |
| Pacific Capital Wealth Advisors, Inc. | 1803523 | $697.7M | 93 | Q3 2026 |
| DV EQUITIES, LLC | 1841659 | $697.7M | 107 | last filed Q2 2026 |
| Saturn V Capital Management LP | 1964437 | $697.5M | 23 | last filed Q2 2026 |
| Mraz, Amerine & Associates, Inc. | 1542324 | $697.1M | 199 | last filed Q2 2026 |
| Brickley Wealth Management | 1712533 | $696.4M | 68 | last filed Q2 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | 1088731 | $696.4M | 111 | Q3 2026 |
| Scott Capital Advisors, LLC | 1905673 | $696.2M | 74 | Q3 2026 |
| Boston Standard Wealth Management, LLC | 1630939 | $695.9M | 57 | Q3 2026 |
| IPG Investment Advisors LLC | 1602237 | $695.9M | 268 | last filed Q2 2026 |
| Advisory Resource Group | 1764968 | $695.2M | 184 | Q3 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | 1844831 | $694.6M | 209 | Q3 2026 |
| Deltroit Asset Management (UK) LLP | 2104766 | $694.6M | 32 | last filed Q2 2026 |
| Aspen Grove Capital, LLC | 1806027 | $694.5M | 214 | last filed Q2 2026 |
| Volterra Technologies LP | 1833567 | $694.4M | 146 | last filed Q2 2026 |
| Rule One Partners, LLC | 2040263 | $694.1M | 13 | last filed Q2 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 771118 | $693.9M | 172 | last filed Q2 2026 |
| Sloy Dahl & Holst, LLC | 1690295 | $692.6M | 120 | Q3 2026 |
| Princeton Global Asset Management LLC | 1767349 | $692.5M | 829 | Q3 2026 |
| Spectrum Financial Alliance Ltd LLC | 1566531 | $692.4M | 39 | Q3 2026 |
| TEXAS TREASURY SAFEKEEPING TRUST CO | 1176347 | $692.1M | 6 | last filed Q2 2026 |
| Black Swift Group, LLC | 1704212 | $692.0M | 143 | last filed Q2 2026 |
| PERSONAL CFO SOLUTIONS, LLC | 1677501 | $691.9M | 529 | last filed Q2 2026 |
| SeaBridge Investment Advisors LLC | 1304229 | $691.6M | 188 | last filed Q2 2026 |
| Capital Planning Advisors, LLC | 1631941 | $691.6M | 146 | last filed Q1 2026 |
| Ionic Capital Management LLC | 1386462 | $690.3M | 112 | last filed Q2 2026 |
| Technology Crossover Management IX, Ltd. | 1698264 | $689.9M | 6 | last filed Q2 2026 |
| CORTLAND ASSOCIATES INC/MO | 1014315 | $689.6M | 62 | Q3 2026 |
| Quantitative Advantage, LLC | 1368905 | $689.4M | 115 | last filed Q1 2023 |
| Arlington Value Capital, LLC | 1568820 | $688.0M | 16 | last filed Q1 2020 |
| Matrix Trust Co | 1784277 | $687.6M | 102 | Q3 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 932724 | $687.6M | 316 | last filed Q2 2026 |
| PETTYJOHN, WOOD & WHITE, INC | 1128213 | $687.3M | 222 | last filed Q2 2026 |
| First Bank & Trust | 1692632 | $687.0M | 277 | Q3 2026 |
| Marshall Financial Group, LLC | 1841496 | $685.7M | 311 | last filed Q2 2026 |
| TOEWS CORP /ADV | 932000 | $685.7M | 151 | last filed Q2 2026 |
| Camelot Capital Partners, LLC | 1753570 | $685.6M | 1 | last filed Q2 2025 |
| San Luis Wealth Advisors LLC | 1844709 | $685.2M | 183 | Q3 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | 1585828 | $684.4M | 80 | Q3 2026 |
| Bell Investment Advisors, Inc | 1890149 | $684.3M | 1,934 | Q3 2026 |
| Redpoint Investment Management Pty Ltd | 1732538 | $683.8M | 584 | last filed Q3 2022 |
| BURLING WEALTH PARTNERS, LLC | 2054946 | $683.4M | 180 | last filed Q2 2026 |
| Asset Management Group, Inc. | 1511550 | $683.3M | 137 | last filed Q2 2026 |
| Patriot Wealth Management, Inc. | 1347104 | $683.2M | 77 | last filed Q4 2018 |
| Bellecapital International Ltd. | 1600152 | $682.9M | 131 | Q3 2026 |
| CALTON & ASSOCIATES, INC. | 822648 | $682.8M | 419 | last filed Q2 2026 |
| Calydon Capital | 1759271 | $682.6M | 277 | last filed Q2 2026 |
| WILSEY ASSET MANAGEMENT INC | 1598379 | $681.2M | 27 | Q3 2026 |
| Peak Asset Management, LLC | 1632512 | $680.2M | 181 | last filed Q2 2026 |
| Column Capital Advisors, LLC | 1552564 | $680.0M | 801 | last filed Q3 2023 |
| Citizens National Bank Trust Department | 1806425 | $679.7M | 381 | last filed Q2 2026 |
| BEACH INVESTMENT COUNSEL INC/PA | 1058800 | $679.4M | 117 | last filed Q1 2025 |
| PRESILIUM PRIVATE WEALTH, LLC | 1939831 | $679.0M | 111 | Q3 2026 |
| Huber Capital Management LLC | 1511697 | $678.5M | 99 | last filed Q2 2026 |
| Blume Capital Management, Inc. | 1587192 | $677.6M | 356 | Q3 2026 |
| Atlas Legacy Advisors, LLC | 2054111 | $677.5M | 213 | last filed Q2 2026 |
| Marquard & Bahls AG | 1524341 | $677.0M | 2 | last filed Q4 2023 |
| FourThought Financial, LLC | 1865966 | $676.7M | 1,479 | last filed Q3 2022 |
| 9258 Wealth Management, LLC | 1766506 | $676.5M | 356 | last filed Q3 2024 |
| ENCOMPASS WEALTH ADVISORS, LLC | 1849614 | $676.3M | 118 | Q3 2026 |
| ELLINGTON MANAGEMENT GROUP LLC | 1098490 | $675.6M | 170 | last filed Q2 2021 |
| Bellwether Advisors, LLC | 1819815 | $675.0M | 167 | last filed Q2 2026 |
| Carrera Capital Advisors | 2035329 | $674.9M | 210 | last filed Q2 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 201772 | $674.7M | 301 | Q3 2026 |
| WPWealth LLP | 1950118 | $673.9M | 103 | last filed Q2 2026 |
| SevenBridge Financial Group, LLC | 1673954 | $673.8M | 211 | Q3 2026 |
| SCGF III MANAGEMENT LLC | 1367787 | $673.5M | 1 | last filed Q4 2021 |
| Vertex Planning Partners, LLC | 1942341 | $673.5M | 158 | last filed Q2 2026 |
| Truvestments Capital LLC | 1750405 | $673.1M | 1,150 | last filed Q2 2026 |
| PAX Financial Group, LLC | 1803673 | $673.0M | 207 | last filed Q2 2026 |
| BG Investment Services, LLC | 1873989 | $672.9M | 151 | Q3 2026 |
| Cornerstone Management, Inc. | 1587867 | $672.6M | 67 | Q3 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | 2001461 | $672.5M | 158 | Q3 2026 |
| Mengis Capital Management, Inc. | 1609674 | $672.5M | 215 | Q3 2026 |
| Matthew Goff Investment Advisor, LLC | 935359 | $672.1M | 107 | Q3 2026 |
| MYDA Advisors LLC | 1589689 | $671.9M | 162 | last filed Q2 2026 |
| Curran Financial Partners, LLC | 1843867 | $671.8M | 140 | last filed Q2 2026 |
| MA Private Wealth | 1767474 | $671.4M | 88 | last filed Q2 2026 |
| Avenir Tech Ltd | 2029708 | $671.0M | 32 | last filed Q2 2026 |
| Northcape Capital Pty Ltd | 1686776 | $670.6M | 8 | Q3 2026 |
| Square Wave Capital, LLC | 2077145 | $670.3M | 11 | last filed Q2 2026 |
| Exchange Capital Management, Inc. | 1317733 | $670.0M | 206 | last filed Q2 2025 |
| New Harbor Financial Group, LLC | 1548577 | $669.5M | 62 | Q3 2026 |
| Perennial Advisors, LLC | 1697360 | $669.4M | 137 | Q3 2026 |
| Ellis Investment Partners, LLC | 1765590 | $669.3M | 279 | Q3 2026 |
| STEWART & PATTEN CO LLC | 860580 | $668.9M | 94 | last filed Q1 2024 |
| AVIANCE CAPITAL MANAGEMENT, LLC | 1412575 | $668.2M | 237 | last filed Q1 2019 |
| General Pension Society PZU Joint Stock Co | 2057421 | $668.1M | 16 | last filed Q2 2026 |
| Asset Allocation Strategies LLC | 1922879 | $668.0M | 171 | Q3 2026 |
| SASCO CAPITAL INC / CT/ | 788714 | $667.8M | 51 | last filed Q3 2024 |
| CAPITAL MANAGEMENT CORP /VA | 1074273 | $667.5M | 73 | Q3 2026 |
| Ascentis Wealth Management, LLC | 2032602 | $667.3M | 714 | last filed Q2 2026 |
| JACKSON SQUARE CAPITAL, LLC | 1812178 | $667.3M | 144 | Q3 2026 |
| Harfst & Associates, Inc. | 1649147 | $667.3M | 122 | Q3 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | 826154 | $667.0M | 119 | Q3 2026 |
| Crusonia Wealth Advisors LLC | 2112003 | $666.5M | 247 | Q3 2026 |
| Vancity Investment Management Ltd | 1846311 | $666.4M | 92 | last filed Q2 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | 1998414 | $666.3M | 349 | last filed Q2 2026 |
| Edge Wealth Management LLC | 1567163 | $665.8M | 89 | Q3 2026 |
| Armbruster Capital Management, Inc. | 1664847 | $665.8M | 132 | Q3 2026 |
| Cynosure Group, LLC | 1763409 | $665.5M | 180 | last filed Q2 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | 1692252 | $665.5M | 135 | Q3 2026 |
| Cantillon Capital Management LLC | 1279936 | $665.1M | 27 | last filed Q2 2026 |
| West Financial Advisors, LLC | 1843684 | $665.0M | 275 | Q3 2026 |
| Alpha Omega Wealth Management LLC | 1665633 | $664.8M | 207 | Q3 2026 |
| Blue Owl Capital Holdings LP | 1858703 | $664.5M | 76 | last filed Q2 2026 |
| Gibraltar Capital Management, Inc. | 1625986 | $664.4M | 129 | Q3 2026 |
| Citizens Business Bank | 1948632 | $664.1M | 139 | last filed Q2 2026 |
| MCMORGAN & CO LLC | 1162695 | $664.0M | 37 | last filed Q2 2026 |
| CMH Wealth Management LLC | 1657516 | $663.7M | 112 | Q3 2026 |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 1939970 | $663.5M | 143 | last filed Q2 2026 |
| Bain Capital Prairie, LLC | 2067353 | $663.1M | 1 | last filed Q2 2026 |
| Fonville Wealth Management LLC | 2008703 | $663.1M | 166 | Q3 2026 |
| WFM ASIA (BVI) Ltd | 1632574 | $662.8M | 5 | last filed Q2 2026 |
| Wick Capital Partners, LLC | 1904388 | $662.7M | 246 | last filed Q2 2026 |
| Financial Architects, Inc | 1416692 | $662.5M | 316 | last filed Q2 2023 |
| Brady Martz Wealth Solutions, LLC | 2049470 | $662.0M | 228 | last filed Q2 2026 |
| Wealthstream Advisors, Inc. | 1833780 | $661.3M | 204 | last filed Q3 2025 |
| Montecito Bank & Trust | 1422508 | $660.5M | 272 | Q3 2026 |
| Providence Capital Advisors, LLC | 1730814 | $660.5M | 385 | last filed Q2 2026 |
| Beck Bode, LLC | 1790548 | $660.5M | 108 | last filed Q2 2026 |
| Zega Financial, LLC | 1610186 | $660.0M | 108 | last filed Q3 2024 |
| Fourth Sail Capital LP | 1803158 | $659.9M | 26 | last filed Q2 2026 |
| Essex LLC | 1889147 | $659.9M | 183 | Q3 2026 |
| Partners in Financial Planning | 2054264 | $659.5M | 131 | last filed Q2 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1599719 | $659.2M | 35 | Q3 2026 |
| Garrett Wealth Advisory Group, LLC | 1729443 | $658.5M | 148 | Q3 2026 |
| Pandi, LLC | 2058702 | $658.3M | 4 | last filed Q2 2026 |
| Belmont Capital, LLC | 1793367 | $657.5M | 167 | last filed Q2 2025 |
| Clear Trail Advisors, LLC | 2097856 | $657.0M | 159 | Q3 2026 |
| Ritter Daniher Financial Advisory LLC / DE | 1936603 | $656.8M | 602 | last filed Q2 2026 |
| Hillcrest Asset Management LLC | 1415345 | $656.2M | 60 | last filed Q4 2021 |
| JSF Financial, LLC | 1802224 | $655.4M | 145 | Q3 2026 |
| Community Financial Services Group, LLC | 1537319 | $654.9M | 539 | Q3 2026 |
| Sovereign Financial Group, Inc. | 1846175 | $654.4M | 386 | last filed Q2 2026 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1673815 | $654.4M | 746 | last filed Q2 2024 |
| Factor Wealth Management LTD | 2055816 | $654.1M | 163 | Q3 2026 |
| WealthShield Partners, LLC | 1729303 | $653.8M | 379 | last filed Q2 2026 |
| Marble Wealth, LLC | 2110081 | $653.3M | 234 | last filed Q2 2026 |
| Fund Management at Engine No. 1 LLC | 1927961 | $653.1M | 438 | last filed Q3 2023 |
| Endurance Services Ltd | 2011025 | $653.0M | 8 | last filed Q2 2026 |
| Crawford Fund Management, LLC | 1816427 | $652.9M | 199 | last filed Q2 2026 |
| Stamos Capital Partners, L.P. | 1705399 | $652.5M | 140 | last filed Q2 2026 |
| Nordwand Advisors, LLC | 1962713 | $652.2M | 146 | last filed Q2 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | 2008666 | $651.0M | 207 | Q3 2026 |
| BlueSpruce Investments, LP | 1600285 | $650.4M | 18 | last filed Q2 2026 |
| STRATEGY ASSET MANAGERS LLC | 1166716 | $650.4M | 262 | Q3 2026 |
| Broad Run Investment Management, LLC | 1568621 | $649.7M | 24 | last filed Q2 2026 |
| Onex Canada Asset Management Inc. | 905790 | $649.3M | 80 | last filed Q2 2026 |
| Patten Group, Inc. | 1633207 | $648.7M | 313 | Q3 2026 |
| INVESTMENT PARTNERS, LTD. | 1050068 | $648.0M | 231 | Q3 2026 |
| Div Capital Phoenix Assets Ltd | 2089718 | $648.0M | 10 | Q3 2026 |
| Veritas Investment Management (UK) Ltd | 1577920 | $647.8M | 35 | last filed Q4 2021 |
| Goodman Financial Corp | 1382303 | $647.0M | 73 | last filed Q2 2026 |
| Harvest Investment Services, LLC | 1591097 | $646.9M | 383 | last filed Q2 2026 |
| JB CAPITAL PARTNERS LP | 1138532 | $646.4M | 87 | last filed Q2 2026 |
| Broderick Brian C | 1314376 | $646.1M | 95 | last filed Q2 2026 |
| ADVOCATE GROUP LLC | 1853401 | $646.0M | 122 | Q3 2026 |
| Point72 Asia (Singapore) Pte. Ltd. | 1666791 | $645.8M | 864 | last filed Q3 2025 |
| Concord Asset Management, LLC/VA | 2031885 | $645.8M | 126 | last filed Q2 2026 |
| Madrona Financial Services, LLC | 1578370 | $645.8M | 164 | Q3 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | 1849561 | $645.8M | 406 | Q3 2026 |
| Advisors Preferred, LLC | 1598841 | $645.6M | 220 | last filed Q2 2026 |
| Patient Square Capital LP | 1819257 | $645.5M | 23 | last filed Q2 2026 |
| Waterfront Wealth Inc. | 1775210 | $645.5M | 298 | last filed Q2 2026 |
| MAYPORT, LLC | 1922875 | $644.8M | 134 | last filed Q2 2026 |
| Sahana Capital Management LP | 1808275 | $644.6M | 10 | last filed Q2 2024 |
| West Wealth Group, LLC | 1923591 | $644.6M | 145 | Q3 2026 |
| MARINO, STRAM & ASSOCIATES LLC | 1099762 | $644.0M | 205 | Q3 2026 |
| AMICA PENSION FUND BOARD OF TRUSTEES | 857538 | $644.0M | 341 | last filed Q4 2018 |
| Ironwood Financial, llc | 1630360 | $643.7M | 172 | Q3 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | 1731447 | $643.6M | 126 | Q3 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 1008895 | $643.3M | 215 | last filed Q2 2026 |
| Overbrook Management Corp | 1269786 | $643.3M | 53 | Q3 2026 |
| Centric Wealth Management | 1752761 | $643.2M | 209 | last filed Q2 2026 |
| UPTICK PARTNERS, LLC | 2005353 | $643.0M | 337 | last filed Q2 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | 1080351 | $643.0M | 112 | Q3 2026 |
| Foresite Capital Management VI LLC | 2013341 | $642.6M | 23 | last filed Q2 2026 |
| PINKERTON WEALTH, LLC | 1536446 | $641.9M | 138 | Q3 2026 |
| DELTEC ASSET MANAGEMENT LLC | 1269950 | $641.7M | 255 | Q3 2026 |
| True Freedom Investing, LLC | 2096483 | $641.4M | 127 | Q3 2026 |
| TruNorth Capital Management, LLC | 1639695 | $641.3M | 123 | Q3 2026 |
| GenWealth Group, Inc. | 1713678 | $641.3M | 88 | Q3 2026 |
| BTR CAPITAL MANAGEMENT INC | 883790 | $640.6M | 162 | last filed Q3 2022 |
| MARTIN & CO INC /TN/ | 1008868 | $640.1M | 100 | last filed Q2 2026 |
| ABLE Financial Group, LLC | 1977500 | $639.9M | 221 | Q3 2026 |
| Steinberg Global Asset Management | 1288917 | $639.3M | 255 | last filed Q1 2019 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 1234074 | $639.1M | 40 | last filed Q2 2026 |
| Chemistry Wealth Management LLC | 1910183 | $638.6M | 208 | Q3 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1723223 | $638.6M | 241 | last filed Q2 2026 |
| Stearns Financial Services Group | 1569099 | $638.5M | 207 | last filed Q3 2020 |
| FFT WEALTH MANAGEMENT LLC | 1653199 | $638.2M | 96 | last filed Q2 2026 |
| Oliver Luxxe Assets LLC | 1666239 | $638.2M | 190 | Q3 2026 |
| Adventist Health System/ West | 1802516 | $638.1M | 12 | last filed Q2 2026 |
| Martel Wealth Advisors LLC | 2039437 | $637.6M | 58 | Q3 2026 |
| Grey Fox Wealth Advisors, LLC | 1965362 | $637.4M | 179 | last filed Q2 2026 |
| FARMERS TRUST CO | 1318055 | $637.0M | 203 | last filed Q1 2026 |
| Sky Investment Group LLC | 1333792 | $636.9M | 146 | last filed Q2 2026 |
| Sunriver Management LLC | 1663900 | $636.8M | 21 | last filed Q2 2026 |
| Blue Zone Wealth Advisors, LLC | 1803106 | $635.9M | 127 | Q3 2026 |