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 18 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| FPR PARTNERS LLC | 1546190 | $578.6M | 10 | last filed Q1 2025 |
| GoalVest Advisory LLC | 1839307 | $578.2M | 725 | Q3 2026 |
| Solidarity Wealth, LLC | 1906613 | $578.1M | 92 | Q3 2026 |
| Intellectus Partners, LLC | 1677253 | $578.0M | 317 | last filed Q2 2026 |
| Tradewinds Capital Management, LLC | 1616026 | $577.9M | 707 | Q3 2026 |
| Allegiance Financial Group Advisory Services LLC | 1964068 | $577.6M | 205 | last filed Q2 2026 |
| Regent Peak Wealth Advisors LLC | 1803329 | $577.1M | 231 | Q3 2026 |
| HughesLittle Investment Management Ltd. | 2106035 | $577.1M | 13 | last filed Q2 2026 |
| STEVENS CAPITAL PARTNERS | 1965176 | $576.9M | 185 | Q3 2026 |
| Halter Ferguson Financial Inc. | 1842665 | $576.5M | 32 | Q3 2026 |
| DAGCO, INC. | 1767343 | $576.3M | 118 | Q3 2026 |
| Arbiter Partners Capital Management LLC | 1513193 | $576.3M | 44 | last filed Q2 2026 |
| Pinpoint Asset Management Ltd | 1803237 | $576.2M | 88 | last filed Q1 2025 |
| Columbia Asset Management | 1585047 | $575.9M | 167 | Q3 2026 |
| Conrad N. Hilton Foundation | 1729242 | $575.6M | 2 | last filed Q2 2026 |
| Hollow Brook Wealth Management LLC | 1455251 | $575.5M | 86 | Q3 2026 |
| WINSLOW ASSET MANAGEMENT INC | 1286534 | $575.1M | 82 | last filed Q2 2026 |
| MSH Capital Advisors LLC | 2056306 | $575.0M | 320 | last filed Q2 2026 |
| Clarity Wealth Advisors, LLC | 1767384 | $574.8M | 116 | Q3 2026 |
| M37 Management LP | 2056045 | $574.7M | 9 | last filed Q2 2026 |
| DecisionPoint Financial, LLC | 1938514 | $573.9M | 1,419 | Q3 2026 |
| Brouwer & Janachowski, LLC | 1483394 | $573.6M | 66 | last filed Q3 2021 |
| Triumph Capital Management | 1730765 | $573.3M | 1,894 | Q3 2026 |
| Westchester Capital Management, Inc. | 1390063 | $573.2M | 46 | Q3 2026 |
| Serenus Wealth Advisors, LLC | 2053695 | $573.0M | 75 | last filed Q2 2026 |
| Wagner Wealth Management, LLC | 1728657 | $572.9M | 252 | Q3 2026 |
| DIVERSIFIED MANAGEMENT INC | 922372 | $572.9M | 236 | Q3 2026 |
| Verde Capital Management | 1802891 | $572.7M | 73 | Q3 2026 |
| COERENTE CAPITAL MANAGEMENT | 1860790 | $572.0M | 43 | Q3 2026 |
| MCKINLEY CAPITAL MANAGEMENT LLC | 915287 | $571.4M | 115 | last filed Q2 2024 |
| Sanchez Wealth Management Group | 1697740 | $570.7M | 52 | last filed Q2 2026 |
| Lincoln Capital LLC | 1633862 | $570.3M | 138 | Q3 2026 |
| Cove Private Wealth, LLC | 2015131 | $570.0M | 212 | Q3 2026 |
| Selz Capital LLC | 1288125 | $569.8M | 62 | last filed Q4 2019 |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 1603937 | $569.7M | 224 | last filed Q2 2025 |
| PCM Encore, LLC | 2109846 | $569.2M | 459 | last filed Q2 2026 |
| Investors Research Corp | 1730630 | $569.0M | 790 | Q3 2026 |
| OCO Capital Partners, L.P. | 1764525 | $569.0M | 5 | last filed Q2 2026 |
| Mission Creek Capital Partners, Inc. | 1801583 | $568.9M | 231 | last filed Q2 2026 |
| Strong Tower Advisory Services | 1889322 | $568.4M | 91 | Q3 2026 |
| Insight Advisors, LLC/ PA | 1844880 | $568.4M | 239 | Q3 2026 |
| SACHEM HILL LLC | 1994333 | $568.0M | 67 | Q3 2026 |
| ORG Partners LLC | 1979372 | $568.0M | 1,705 | last filed Q4 2025 |
| Panview Capital Ltd | 2035224 | $568.0M | 14 | last filed Q2 2026 |
| Horiko Capital Management LLC | 1762718 | $567.8M | 17 | last filed Q2 2026 |
| Barber Financial Group, Inc. | 1624865 | $567.5M | 148 | last filed Q1 2023 |
| Crossingbridge Advisors, LLC | 1770024 | $567.0M | 152 | last filed Q2 2026 |
| Financial Advisory Group | 1539338 | $566.8M | 91 | last filed Q1 2024 |
| Single Point Partners, LLC | 1801184 | $566.0M | 96 | Q3 2026 |
| DCF Advisers, LLC | 1802493 | $565.8M | 86 | last filed Q2 2026 |
| Legacy Trust | 1772483 | $565.6M | 210 | last filed Q2 2026 |
| BOYS ARNOLD & CO INC | 1082020 | $565.6M | 238 | last filed Q1 2020 |
| Primavera Capital Management Ltd | 1686305 | $565.1M | 5 | last filed Q2 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | 1124841 | $565.0M | 89 | last filed Q2 2026 |
| Affinity Partners GP LP | 2059583 | $565.0M | 1 | last filed Q2 2026 |
| Trust Co of Tennessee | 2025098 | $565.0M | 8 | Q3 2026 |
| MANCHESTER FINANCIAL INC | 866590 | $564.6M | 142 | Q3 2026 |
| Financial Advisors, LLC | 1766909 | $564.3M | 80 | last filed Q3 2025 |
| IDG China Capital Fund III Associates L.P. | 1649614 | $564.0M | 2 | last filed Q2 2026 |
| Crumly & Associates Inc. | 1759578 | $563.5M | 205 | Q3 2026 |
| Fine Capital Partners, L.P. | 1339161 | $563.3M | 1 | last filed Q3 2025 |
| Poplar Forest Capital LLC | 1454949 | $562.6M | 52 | last filed Q1 2025 |
| Keudell/Morrison Wealth Management | 1785498 | $562.5M | 253 | Q3 2026 |
| City Financial Investment Co Ltd | 1671161 | $562.3M | 121 | last filed Q4 2018 |
| MINDSET WEALTH MANAGEMENT, LLC | 2044232 | $562.1M | 198 | Q3 2026 |
| Financial Gravity Asset Management, Inc. | 1741736 | $562.0M | 944 | last filed Q1 2026 |
| Hiddenite Capital Partners LP | 1823823 | $561.9M | 24 | Q3 2026 |
| Hoover Financial Advisors, Inc. | 1766786 | $561.8M | 638 | last filed Q2 2021 |
| Bremer Bank National Association | 1775321 | $561.6M | 176 | last filed Q1 2025 |
| Ma Investment Partnership, LP | 1536336 | $561.4M | 13 | last filed Q2 2026 |
| F&V Capital Management, LLC | 1569453 | $561.4M | 60 | Q3 2026 |
| Arosa Capital Management LP | 1596053 | $561.1M | 45 | last filed Q2 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | 1952781 | $561.0M | 459 | last filed Q2 2026 |
| HARTWELL J M LIMITED PARTNERSHIP | 932141 | $560.4M | 88 | last filed Q3 2019 |
| NatWest Group plc | 844150 | $560.3M | 48 | last filed Q2 2026 |
| Riggs Asset Managment Co. Inc. | 1601348 | $560.1M | 132 | last filed Q2 2026 |
| OKABENA INVESTMENT SERVICES INC | 1157519 | $560.0M | 145 | last filed Q2 2026 |
| University of Illinois Foundation | 1994249 | $559.8M | 29 | last filed Q2 2026 |
| OPAL CAPITAL LLC | 2100122 | $559.7M | 136 | last filed Q2 2026 |
| Commonwealth Financial Services, LLC | 1536755 | $559.4M | 287 | Q3 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | 1143261 | $559.3M | 62 | last filed Q2 2026 |
| SOROS CAPITAL MANAGEMENT LLC | 1748240 | $559.3M | 58 | last filed Q2 2026 |
| Bleichroeder LP | 1781002 | $558.9M | 78 | last filed Q2 2026 |
| Palidye Holdings (Caymans) Ltd | 2043694 | $558.6M | 11 | last filed Q2 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | 1643833 | $558.5M | 152 | last filed Q2 2026 |
| Rosenberg Matthew Hamilton | 1812103 | $558.5M | 817 | Q3 2026 |
| Wealth Dimensions Group, Ltd. | 1846462 | $558.3M | 178 | last filed Q2 2026 |
| Kopernik Global All-Cap Fund, LP | 1581500 | $557.6M | 26 | last filed Q4 2019 |
| Thrive Capital Management, LLC | 1845943 | $557.4M | 180 | Q3 2026 |
| Milestones Administradora de Recursos Ltda. | 1912095 | $556.9M | 18 | Q3 2026 |
| Covenant Multifamily Offices, LLC | 1599749 | $556.9M | 243 | last filed Q3 2021 |
| ARS Wealth Advisors, LLC | 1843747 | $556.2M | 139 | last filed Q2 2021 |
| Noble Family Wealth, LLC | 1976065 | $556.1M | 75 | Q3 2026 |
| Autus Asset Management, LLC | 1513865 | $555.8M | 147 | last filed Q4 2022 |
| Foresight Group Ltd Liability Partnership | 1943441 | $555.8M | 62 | last filed Q2 2026 |
| Abel Hall, LLC | 2013339 | $555.6M | 890 | Q3 2026 |
| Northwest Bancshares, Inc. | 1471265 | $555.5M | 175 | last filed Q2 2026 |
| BCS Wealth Management | 1798172 | $555.1M | 270 | last filed Q2 2026 |
| Moment Partners, LLC | 2055889 | $554.9M | 101 | last filed Q2 2026 |
| CM WEALTH ADVISORS LLC | 1764581 | $554.4M | 194 | last filed Q2 2026 |
| Aljian Capital Management, LLC | 1731260 | $554.0M | 130 | Q3 2026 |
| Kore Private Wealth LLC | 1762776 | $553.6M | 262 | last filed Q3 2022 |
| Kultura Capital Management LP | 2064545 | $553.4M | 63 | last filed Q2 2026 |
| WESPAC Advisors SoCal, LLC | 1668188 | $553.2M | 116 | Q3 2026 |
| FLIPPIN BRUCE & PORTER INC | 810716 | $553.1M | 78 | last filed Q1 2021 |
| Garden State Investment Advisory Services LLC | 1965351 | $553.0M | 325 | last filed Q2 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | 1132708 | $552.9M | 250 | Q3 2026 |
| Kozak & Associates, Inc. | 1764970 | $552.7M | 392 | Q3 2026 |
| TWINBEECH CAPITAL LP | 1769646 | $552.6M | 352 | last filed Q2 2026 |
| HHR Asset Management, LLC | 1397545 | $552.3M | 28 | last filed Q1 2022 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | 2058475 | $551.7M | 33 | last filed Q2 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1365707 | $551.6M | 449 | Q3 2026 |
| Warberg Asset Management LLC | 1597506 | $551.1M | 166 | last filed Q2 2026 |
| Pacific Ridge Capital Partners, LLC | 1591546 | $551.0M | 134 | last filed Q2 2026 |
| Prestige Wealth Management Group LLC | 1772715 | $550.8M | 1,101 | last filed Q2 2026 |
| Paracle Advisors, LLC | 1648101 | $550.8M | 82 | last filed Q1 2021 |
| ITHAKA GROUP LLC | 1484043 | $550.8M | 40 | last filed Q2 2026 |
| Sensible Financial Planning & Management, LLC. | 1567738 | $550.7M | 31 | last filed Q3 2025 |
| Lead Edge Capital Management, LLC | 1802797 | $550.4M | 12 | last filed Q2 2026 |
| Wiser Wealth Management, Inc | 1573263 | $550.3M | 73 | Q3 2026 |
| KICKSTAND VENTURES, LLC. | 2000355 | $550.3M | 154 | last filed Q2 2026 |
| Mascoma Wealth Management LLC | 1695664 | $550.1M | 557 | Q3 2026 |
| Lantz Financial LLC | 1766883 | $549.3M | 260 | Q3 2026 |
| Simcoe Capital Management, LLC | 1633362 | $549.3M | 14 | last filed Q2 2026 |
| Yelin Lapidot Holdings Management Ltd. | 1590495 | $549.0M | 91 | Q3 2026 |
| G2 Investment Partners Management LLC | 1593404 | $548.9M | 73 | last filed Q2 2026 |
| ROWLANDMILLER & PARTNERS.ADV | 225816 | $548.6M | 195 | last filed Q2 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 1040762 | $548.6M | 100 | last filed Q2 2026 |
| Leverty Financial Group, LLC | 1908386 | $548.5M | 48 | Q3 2026 |
| Harbour Capital Advisors, LLC | 1682501 | $548.4M | 292 | Q3 2026 |
| Alliance Wealth Advisors, LLC /UT | 1893261 | $548.4M | 224 | Q3 2026 |
| EWA, LLC | 1835252 | $548.1M | 332 | last filed Q2 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 1911244 | $548.1M | 176 | Q3 2026 |
| Clare Market Investments LLC | 2054098 | $548.1M | 173 | last filed Q2 2026 |
| Stonebrook Private Inc. | 2008738 | $547.7M | 271 | last filed Q2 2026 |
| Bricktown Capital, LLC | 1934657 | $547.6M | 30 | Q3 2026 |
| CoreView Capital Management Ltd | 1842785 | $547.1M | 8 | last filed Q2 2026 |
| Rossby Financial, LCC | 2056510 | $547.1M | 2,144 | last filed Q2 2026 |
| Divergent Wealth Advisors | 1731275 | $547.0M | 33 | last filed Q3 2024 |
| Greenstone Partners, L.P. | 1494311 | $546.9M | 11 | last filed Q3 2025 |
| Brooklyn FI, LLC | 1916123 | $546.9M | 434 | last filed Q2 2026 |
| DE BURLO GROUP INC | 1134288 | $546.6M | 90 | last filed Q2 2026 |
| USA FINANCIAL FORMULAS | 1534358 | $546.2M | 412 | last filed Q2 2026 |
| Hamilton Wealth, LLC | 1760263 | $546.2M | 118 | last filed Q2 2026 |
| AR ASSET MANAGEMENT INC | 1080166 | $546.1M | 122 | last filed Q2 2026 |
| Windsor Wealth Management, Inc. | 1731713 | $546.1M | 157 | last filed Q3 2023 |
| Q3 Asset Management | 1732543 | $546.0M | 70 | last filed Q2 2026 |
| Morningstar Investment Services LLC | 1478215 | $546.0M | 134 | last filed Q1 2025 |
| TBH Global Asset Management, LLC | 1787125 | $545.9M | 263 | last filed Q2 2026 |
| MBM WEALTH CONSULTANTS, LLC | 1762068 | $545.7M | 119 | Q3 2026 |
| Global Wealth Strategies & Associates | 1912297 | $545.6M | 114 | Q3 2026 |
| Trigran Investments, Inc. | 1336800 | $545.3M | 17 | last filed Q2 2026 |
| LOUISBOURG INVESTMENTS INC. | 2053050 | $545.3M | 209 | Q3 2026 |
| MOLLER WEALTH PARTNERS | 1475271 | $545.2M | 68 | Q3 2026 |
| Maxi Investments CY Ltd | 1838222 | $545.1M | 65 | Q3 2026 |
| Phraction Management LLC | 1907803 | $545.1M | 66 | Q3 2026 |
| Hedeker Wealth, LLC | 1633910 | $544.8M | 93 | Q3 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | 1829231 | $544.7M | 501 | last filed Q2 2026 |
| Riverpoint Wealth Management Holdings, LLC | 1682733 | $544.3M | 61 | last filed Q2 2026 |
| MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC | 1770682 | $544.3M | 26 | last filed Q3 2021 |
| Privium Fund Management B.V. | 1795097 | $544.2M | 61 | last filed Q2 2026 |
| Broad Peak Investment Advisers Pte Ltd | 1547349 | $544.1M | 21 | last filed Q2 2026 |
| Abacus FCF Advisors LLC | 1604903 | $544.0M | 58 | last filed Q2 2026 |
| TOWNSQUARE CAPITAL LLC | 1761755 | $543.9M | 284 | last filed Q2 2026 |
| Private Portfolio Partners LLC | 1766520 | $543.9M | 299 | last filed Q4 2024 |
| WealthPLAN Partners, LLC | 1639943 | $543.9M | 221 | Q3 2026 |
| Kowal Investment Group, LLC | 1846786 | $543.6M | 200 | last filed Q3 2024 |
| Paragon Capital Management Ltd | 1569765 | $543.5M | 207 | Q3 2026 |
| BECK CAPITAL MANAGEMENT, LLC | 1601904 | $543.2M | 139 | last filed Q2 2026 |
| Coyle Financial Counsel LLC | 1593038 | $542.9M | 123 | Q3 2026 |
| Beacon Pointe Wealth Advisors, LLC | 1748071 | $542.9M | 271 | last filed Q4 2019 |
| Lafayette Investments, Inc. | 1308377 | $542.4M | 162 | last filed Q2 2026 |
| NEIRG Wealth Management, LLC | 1909567 | $542.3M | 141 | last filed Q2 2023 |
| Artia Global Partners LP | 1937964 | $541.9M | 48 | last filed Q2 2026 |
| WESTERLY CAPITAL MANAGEMENT, LLC | 1546172 | $541.8M | 46 | last filed Q2 2026 |
| Stordahl Capital Management, Inc. | 1729093 | $541.7M | 67 | Q3 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 2113615 | $541.5M | 191 | last filed Q2 2026 |
| Drummond Knight Asset Management Pty Ltd | 1808029 | $541.4M | 13 | Q3 2026 |
| PING CAPITAL MANAGEMENT, INC. | 1804352 | $541.3M | 71 | Q3 2026 |
| CHEMUNG CANAL TRUST CO | 790354 | $541.2M | 111 | last filed Q2 2026 |
| Activest Wealth Management | 1883134 | $540.4M | 1,052 | Q3 2026 |
| Cander Asset Management LP | 2082399 | $540.3M | 48 | last filed Q2 2026 |
| Mandatum Life Insurance Co Ltd | 1664324 | $540.1M | 90 | last filed Q2 2026 |
| RPG Investment Advisory, LLC | 1666664 | $540.1M | 85 | Q3 2026 |
| Northwest Quadrant Wealth Management, LLC | 1697767 | $540.0M | 77 | last filed Q2 2026 |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 1566968 | $540.0M | 64 | last filed Q2 2025 |
| Wealth Group Ltd | 2010748 | $540.0M | 97 | Q3 2026 |
| MCRAE CAPITAL MANAGEMENT INC | 320376 | $539.9M | 112 | Q3 2026 |
| CYPRESS CAPITAL MANAGEMENT LLC | 1140468 | $538.9M | 193 | last filed Q3 2022 |
| America First Investment Advisors, LLC | 1308778 | $538.9M | 45 | last filed Q2 2026 |
| Keystone Wealth Services, LLC | 1866189 | $538.6M | 326 | last filed Q2 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 2011215 | $538.3M | 113 | Q3 2026 |
| REVERENCE CAPITAL PARTNERS, L.P. | 1907530 | $537.6M | 1 | last filed Q2 2026 |
| Avion Wealth | 1792704 | $537.4M | 1,750 | last filed Q2 2026 |
| Basecamp Wealth Advisors LLC | 2115254 | $537.4M | 1,822 | last filed Q2 2026 |
| Firestone Capital Management | 1799964 | $537.0M | 168 | last filed Q2 2026 |
| Second Line Capital, LLC | 1992879 | $537.0M | 176 | last filed Q2 2026 |
| Ratio Wealth Group | 1971024 | $536.9M | 80 | last filed Q1 2024 |
| Abound Wealth Management | 1950323 | $536.8M | 1,444 | Q3 2026 |
| Curtis Advisory Group, LLC | 1664656 | $536.8M | 119 | Q3 2026 |
| PLIMOTH TRUST CO LLC | 1623678 | $536.7M | 178 | Q3 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | $536.6M | 304 | Q3 2026 |
| Stelac Advisory Services LLC | 1519676 | $536.6M | 168 | last filed Q2 2026 |
| Ballast, Inc. | 1730477 | $536.5M | 166 | Q3 2026 |
| Summit X, LLC | 1697729 | $536.4M | 255 | last filed Q2 2025 |
| HEADINVEST, LLC | 1372130 | $536.2M | 217 | last filed Q2 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 1966026 | $536.1M | 398 | Q3 2026 |
| WESCAP Management Group, Inc. | 1667140 | $535.8M | 107 | last filed Q2 2026 |
| Rockline Wealth Management, LLC | 2005098 | $535.4M | 108 | Q3 2026 |
| MYCIO WEALTH PARTNERS, LLC | 1371726 | $535.0M | 49 | last filed Q2 2026 |
| 12 West Capital Management LP | 1540531 | $534.7M | 18 | last filed Q2 2026 |
| RS CRUM INC. | 1401459 | $534.4M | 102 | Q3 2026 |
| SailingStone Capital Partners LLC | 1608904 | $534.3M | 19 | last filed Q2 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | 1421306 | $534.3M | 15 | last filed Q2 2026 |
| Sanofi | 1121404 | $534.0M | 10 | last filed Q2 2026 |
| OAK HILL WEALTH ADVISORS, LLC | 1964849 | $533.6M | 148 | last filed Q3 2025 |
| NVWM, LLC | 1697274 | $533.2M | 799 | Q3 2026 |
| Board of Trustees of The Leland Stanford Junior University | 1315828 | $533.1M | 19 | last filed Q2 2026 |
| Technology Crossover Management XI, Ltd. | 1977402 | $532.8M | 2 | last filed Q2 2026 |
| Sovereign Investment Advisors, LLC | 1908165 | $532.7M | 109 | last filed Q2 2026 |
| 55 North Private Wealth, LLC | 2106457 | $532.4M | 313 | Q3 2026 |
| Catalio Capital Management, LP | 1958125 | $532.1M | 39 | last filed Q2 2026 |
| 3Chopt Investment Partners, LLC | 1978521 | $532.1M | 274 | last filed Q2 2026 |
| New Hampshire Trust | 1961742 | $532.1M | 171 | Q3 2026 |
| Manitou Investment Management Ltd. | 1657428 | $531.7M | 50 | Q3 2026 |
| ICON ADVISERS INC/CO | 1058470 | $531.6M | 195 | last filed Q2 2026 |
| KP Management LLC | 2036769 | $531.5M | 69 | last filed Q2 2026 |
| Broad Peak Investment Holdings Ltd. | 1728120 | $531.4M | 21 | last filed Q1 2024 |
| Castle Rock Wealth Management, LLC | 1727605 | $531.2M | 269 | Q3 2026 |
| Roof Eidam Maycock Peralta, LLC | 1028874 | $530.9M | 135 | Q3 2026 |
| Cherry Tree Wealth Management, LLC | 1985414 | $530.8M | 582 | Q3 2026 |
| VALICENTI ADVISORY SERVICES INC | 1080201 | $530.8M | 81 | Q3 2026 |
| Long Run Wealth Advisors, LLC | 1903296 | $530.7M | 106 | last filed Q4 2025 |
| Fortress Investment Group LLC | 1380393 | $530.6M | 25 | last filed Q2 2026 |
| Coppell Advisory Solutions Corp. | 1942379 | $530.5M | 266 | last filed Q1 2024 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | 1423876 | $530.0M | 26 | last filed Q2 2026 |
| Rinet Co LLC | 1642351 | $530.0M | 86 | last filed Q3 2021 |
| Bridgewealth Advisory Group, LLC | 1801982 | $529.9M | 141 | last filed Q2 2026 |
| Frontier Asset Management, LLC | 1910146 | $529.8M | 81 | Q3 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 2109159 | $529.7M | 70 | Q3 2026 |
| DMKC Advisory Services, LLC | 1901337 | $529.6M | 92 | last filed Q2 2026 |
| KIRR MARBACH & CO LLC /IN/ | 764112 | $529.5M | 57 | Q3 2026 |
| Cranbrook Wealth Management, LLC | 1599084 | $529.3M | 374 | Q3 2026 |
| J. Derek Lewis & Associates Inc. | 2077884 | $529.2M | 216 | last filed Q2 2026 |
| GREAT POINT PARTNERS LLC | 1281446 | $529.1M | 41 | last filed Q2 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 1509973 | $529.1M | 72 | Q3 2026 |
| Sugarloaf Wealth Management, LLC | 1664864 | $528.7M | 686 | last filed Q4 2024 |
| CLEARLAKE CAPITAL GROUP, L.P. | 1688282 | $528.6M | 6 | last filed Q2 2026 |
| Beacon Financial Advisory LLC | 1800502 | $528.5M | 421 | Q3 2026 |
| Webs Creek Capital Management LP | 1825309 | $528.0M | 13 | last filed Q2 2026 |