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 21 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Global View Capital Management LLC | 1994495 | $449.0M | 126 | Q3 2026 |
| Bregal Sagemount IV General Partner Jersey Ltd | 2087970 | $449.0M | 1 | last filed Q2 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 941560 | $448.9M | 75 | last filed Q2 2026 |
| CONTINENTAL GRAIN CO | 929607 | $448.3M | 4 | last filed Q2 2026 |
| PCG Wealth Advisors, LLC | 1905393 | $448.2M | 180 | last filed Q2 2026 |
| DeDora Capital, Inc. | 1717658 | $448.2M | 451 | Q3 2026 |
| Warren Street Wealth Advisors, LLC | 1703496 | $448.1M | 150 | last filed Q2 2026 |
| Hartford Financial Management Inc. | 1352526 | $448.1M | 346 | Q3 2026 |
| One Degree Advisors Inc | 2005743 | $448.0M | 82 | last filed Q2 2026 |
| Mudrick Capital Management, L.P. | 1655183 | $447.9M | 4 | last filed Q2 2026 |
| WealthTrust Axiom LLC | 1425949 | $447.6M | 302 | last filed Q2 2026 |
| Wealthspring Capital LLC | 1844495 | $447.6M | 208 | last filed Q2 2026 |
| Dynamic Technology Lab Private Ltd | 1535387 | $447.4M | 632 | last filed Q2 2026 |
| Flagstone Financial Management | 1968890 | $447.2M | 77 | last filed Q2 2026 |
| O'Neil Global Advisors, Inc. | 1861159 | $447.1M | 62 | last filed Q2 2026 |
| New Capital Management LP | 1696731 | $446.9M | 58 | Q3 2026 |
| Quadrant Private Wealth Management, LLC | 1727454 | $446.8M | 177 | last filed Q2 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | 2036117 | $446.7M | 484 | last filed Q2 2026 |
| Wellington Shields & Co., LLC | 1506073 | $446.5M | 329 | last filed Q2 2026 |
| Genoa Capital Gestora de Recursos Ltda. | 2064813 | $446.4M | 12 | Q3 2026 |
| Fosun International Ltd | 1447884 | $446.2M | 73 | last filed Q2 2026 |
| CHANNEL WEALTH LLC | 1975550 | $445.9M | 188 | last filed Q2 2026 |
| Maniro Ltd | 2102426 | $445.7M | 29 | last filed Q2 2026 |
| Tyro Capital Management LLC | 1915395 | $445.7M | 15 | last filed Q2 2026 |
| Hunter Perkins Capital Management, LLC | 1808919 | $445.6M | 149 | last filed Q2 2026 |
| MERIDIAN MANAGEMENT CO | 806097 | $445.6M | 84 | last filed Q2 2026 |
| Roberts Wealth Advisors, LLC | 1885319 | $445.4M | 108 | Q3 2026 |
| Howard Hughes Medical Institute | 810386 | $445.4M | 30 | last filed Q2 2026 |
| Albar Capital Ltd | 1732621 | $445.2M | 30 | last filed Q3 2024 |
| Intergy Private Wealth, LLC | 1911342 | $445.2M | 141 | Q3 2026 |
| SEARLE & CO. | 710127 | $445.1M | 194 | last filed Q2 2026 |
| TrueWealth Advisors, LLC | 1817714 | $445.1M | 240 | Q3 2026 |
| Tillman Hartley LLC | 1966355 | $445.1M | 94 | last filed Q2 2026 |
| LITTLE HOUSE CAPITAL LLC | 1748814 | $445.1M | 113 | last filed Q2 2026 |
| Main Street Group, LTD | 1965796 | $444.9M | 906 | Q3 2026 |
| Private Wealth Management Group, LLC | 2011342 | $444.6M | 1,504 | Q3 2026 |
| Dodds Wealth, LLC | 1973728 | $444.6M | 56 | last filed Q2 2026 |
| International City Management Association Retirement Corp | 1691813 | $444.4M | 15 | Q3 2026 |
| United Wealth Management, LLC | 2055362 | $444.4M | 24 | last filed Q2 2026 |
| Tradewinds, LLC. | 1932342 | $444.3M | 215 | last filed Q2 2026 |
| Arjuna Capital | 1703208 | $444.3M | 113 | last filed Q2 2026 |
| Landmark Bank | 1745164 | $444.2M | 96 | last filed Q4 2019 |
| Wakefield Asset Management LLLP | 1600435 | $444.2M | 225 | last filed Q2 2026 |
| Tidemark, LLC | 2009591 | $444.2M | 935 | last filed Q2 2026 |
| Venator Management LLC | 1838211 | $444.0M | 27 | last filed Q2 2026 |
| Empirical Asset Management, LLC | 1926596 | $444.0M | 448 | last filed Q2 2026 |
| SK Wealth Management, LLC | 1867958 | $444.0M | 80 | last filed Q2 2026 |
| VANCE WEALTH, LLC | 1910854 | $443.7M | 137 | last filed Q2 2026 |
| Duncan Williams Asset Management, LLC | 2011771 | $443.6M | 172 | last filed Q2 2026 |
| Creative Capital Management Investments LLC | 1957363 | $443.5M | 1,444 | Q3 2026 |
| LEGACY FINANCIAL GROUP, INC. | 1965579 | $443.5M | 108 | Q3 2026 |
| Boltwood Capital Management | 1563690 | $443.3M | 195 | Q3 2026 |
| Peak Planning Group, LLC | 2097384 | $443.1M | 128 | last filed Q2 2026 |
| Investment Planning Advisors, Inc. | 2024049 | $443.1M | 116 | Q3 2026 |
| Aquire Wealth Advisors, LLC | 1745945 | $442.9M | 53 | Q3 2026 |
| ADAMS STREET PARTNERS LLC | 1193586 | $442.7M | 4 | last filed Q2 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | 1707856 | $442.2M | 55 | last filed Q2 2026 |
| Sagewood Asset Management LP | 1693636 | $442.0M | 432 | last filed Q2 2026 |
| J. W. Coons Advisors, LLC | 1536139 | $442.0M | 240 | last filed Q2 2025 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 1428350 | $441.9M | 624 | last filed Q3 2024 |
| West Branch Capital LLC | 1738723 | $441.7M | 388 | Q3 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2006218 | $441.5M | 226 | last filed Q2 2026 |
| EdgeRock Capital LLC | 1908378 | $441.3M | 134 | last filed Q2 2026 |
| Alta Advisers Ltd | 1536114 | $441.2M | 219 | last filed Q2 2026 |
| Peak Financial Management, Inc. | 1669662 | $441.2M | 116 | Q3 2026 |
| PIONEER TRUST BANK N A/OR | 1006435 | $441.1M | 87 | last filed Q2 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | $441.0M | 1,346 | Q3 2026 |
| Cardinal Strategic Wealth Guidance | 1801989 | $441.0M | 67 | last filed Q2 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1910858 | $441.0M | 68 | Q3 2026 |
| City State Bank | 1910666 | $440.9M | 864 | Q3 2026 |
| LONG WALK MANAGEMENT LP | 1869470 | $440.8M | 14 | last filed Q2 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 1053292 | $440.5M | 81 | last filed Q2 2026 |
| THB ASSET MANAGEMENT | 1057439 | $440.3M | 154 | last filed Q4 2020 |
| Apeiron RIA LLC | 1801846 | $440.0M | 136 | Q3 2026 |
| Euclidean Capital LLC | 1825034 | $439.8M | 11 | last filed Q2 2026 |
| Turiya Advisors Asia Ltd | 1554179 | $439.6M | 3 | last filed Q2 2026 |
| MSOP GP, L.L.C. | 1672666 | $439.3M | 3 | last filed Q4 2025 |
| OnyxPoint Global Management LP | 1961491 | $438.9M | 34 | last filed Q2 2026 |
| HighVista Strategies LLC | 1335325 | $438.6M | 147 | last filed Q2 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | 1730456 | $438.6M | 40 | Q3 2026 |
| Astoria Strategic Wealth, Inc. | 1777914 | $437.8M | 36 | last filed Q2 2026 |
| CITIZENS & NORTHERN CORP | 810958 | $437.7M | 117 | last filed Q2 2026 |
| SAIF Advisors Ltd | 1697159 | $437.6M | 3 | last filed Q2 2021 |
| Colony Family Offices, LLC | 1633573 | $437.5M | 66 | Q3 2026 |
| Prudent Man Advisors, LLC | 1817174 | $437.5M | 141 | last filed Q2 2026 |
| Delta Financial Group, Inc. | 1965718 | $437.5M | 258 | last filed Q1 2025 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 846633 | $437.5M | 17 | Q3 2026 |
| Fairway Wealth LLC | 2019393 | $437.4M | 239 | last filed Q2 2026 |
| ACG Wealth | 1569071 | $437.4M | 246 | last filed Q3 2022 |
| Strategic Investment Solutions, Inc. /IL | 1960144 | $437.3M | 707 | last filed Q2 2026 |
| Westend Capital Management, LLC | 1331997 | $437.2M | 242 | last filed Q2 2026 |
| AIA Investment Management Private Ltd | 1757363 | $437.0M | 437 | last filed Q3 2020 |
| Ferris Capital, LLC | 1714346 | $437.0M | 191 | last filed Q1 2022 |
| Sterling Investment Counsel, LLC | 1925853 | $436.9M | 194 | Q3 2026 |
| Kingfisher Capital LLC | 1483170 | $436.9M | 170 | last filed Q3 2024 |
| IDG-Accel China Capital II Associates L.P. | 1535769 | $436.8M | 1 | last filed Q2 2026 |
| Gitterman Wealth Management, LLC | 1861558 | $436.5M | 128 | last filed Q3 2025 |
| MONARCH CAPITAL MANAGEMENT INC | 938759 | $436.5M | 130 | Q3 2026 |
| BNC WEALTH MANAGEMENT, LLC | 1821549 | $436.2M | 104 | Q3 2026 |
| GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1624729 | $435.9M | 215 | last filed Q3 2023 |
| Bare Financial Services, Inc | 2009426 | $435.9M | 1,784 | last filed Q2 2026 |
| ROMAN BUTLER FULLERTON & CO | 733444 | $435.5M | 278 | Q3 2026 |
| Vestar Capital Partners LLC | 1537430 | $435.5M | 1 | last filed Q3 2020 |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 1729522 | $435.3M | 2 | last filed Q2 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC | 1168889 | $435.3M | 70 | Q3 2026 |
| ML & R WEALTH MANAGEMENT LLC | 1903320 | $435.2M | 70 | last filed Q1 2024 |
| Goodman Advisory Group, LLC | 1864123 | $435.0M | 69 | last filed Q2 2026 |
| Lionstone Capital Management LLC | 1575662 | $435.0M | 11 | last filed Q2 2026 |
| KELLY FINANCIAL GROUP LLC | 1128066 | $434.5M | 105 | Q3 2026 |
| VERTEX ONE ASSET MANAGEMENT INC. | 1389610 | $434.5M | 107 | last filed Q4 2019 |
| One Charles Private Wealth Services, LLC | 1800938 | $434.5M | 175 | last filed Q2 2026 |
| Cape Ann Asset Management Ltd | 1768237 | $434.4M | 12 | last filed Q2 2026 |
| Carr Financial Group Corp | 1931232 | $434.4M | 182 | last filed Q2 2026 |
| Watchman Group, Inc. | 1748726 | $434.3M | 72 | Q3 2026 |
| New Republic Capital, LLC | 1989988 | $434.2M | 352 | last filed Q2 2026 |
| New England Investment & Retirement Group, Inc. | 1535679 | $434.1M | 102 | last filed Q3 2021 |
| Neo Ivy Capital Management | 1727783 | $434.0M | 345 | last filed Q2 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | 1179475 | $434.0M | 231 | last filed Q2 2026 |
| Divisar Capital Management LLC | 1645721 | $434.0M | 28 | last filed Q2 2026 |
| Seafarer Capital Partners, LLC | 1697721 | $433.9M | 9 | last filed Q2 2026 |
| Full18 Capital LLC | 1797673 | $433.8M | 76 | last filed Q1 2022 |
| HWG Holdings LP | 1599390 | $433.7M | 46 | Q3 2026 |
| CLARK ESTATES INC/NY | 1056466 | $433.7M | 90 | last filed Q2 2026 |
| Bay Harbor Wealth Management, LLC | 1767989 | $433.6M | 1,293 | last filed Q2 2026 |
| BRC Group Holdings, Inc. | 1464790 | $433.6M | 37 | last filed Q2 2026 |
| TSFG, LLC | 1800513 | $433.5M | 672 | Q3 2026 |
| Bouvel Investment Partners, LLC | 1839122 | $433.4M | 85 | Q3 2026 |
| Shah Wealth Advisors, LLC | 2149018 | $433.3M | 79 | last filed Q2 2026 |
| Safeguard Investment Advisory Group, LLC | 1846711 | $433.1M | 178 | last filed Q2 2026 |
| HEIGHTS CAPITAL MANAGEMENT, INC | 1081698 | $433.1M | 323 | last filed Q2 2026 |
| Gradient Capital Advisors, LLC | 1727917 | $433.0M | 179 | Q3 2026 |
| P-STS SPV GP IA, LLC | 1810059 | $432.8M | 1 | last filed Q4 2020 |
| Greenstone Partners & Co., LLC | 1845565 | $432.6M | 8 | last filed Q2 2026 |
| Grandeur Peak Global Advisors, LLC | 1569137 | $432.1M | 75 | last filed Q2 2026 |
| EFG CAPITAL INTERNATIONAL CORP. | 1005813 | $432.0M | 138 | last filed Q2 2023 |
| Lifelong Wealth Advisors, Inc. | 2051717 | $432.0M | 102 | Q3 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | 1848831 | $431.8M | 56 | last filed Q2 2026 |
| Blueshift Asset Management, LLC | 1727827 | $431.7M | 556 | last filed Q2 2026 |
| Boundless Plain Holdings Ltd | 2108192 | $431.6M | 11 | last filed Q2 2026 |
| SECURITY NATIONAL TRUST CO | 1158274 | $431.6M | 391 | last filed Q3 2021 |
| SIEMENS PENSION TRUST E V | 1209767 | $431.3M | 1 | last filed Q2 2026 |
| BWM Planning, LLC | 2039698 | $431.2M | 99 | last filed Q2 2026 |
| Ripple Effect Asset Management LP | 2031590 | $431.2M | 20 | last filed Q2 2026 |
| CCG WEALTH MANAGEMENT, LLC | 1771169 | $431.1M | 150 | last filed Q2 2026 |
| CAT ROCK CAPITAL MANAGEMENT LP | 1654648 | $431.0M | 7 | last filed Q2 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | 1427351 | $431.0M | 230 | Q3 2026 |
| Domani Wealth, LLC | 1634553 | $431.0M | 117 | last filed Q1 2023 |
| SG Trading Solutions, LLC | 2112709 | $430.8M | 211 | last filed Q4 2025 |
| Doma Perpetual Capital Management LLC | 1962221 | $430.8M | 13 | last filed Q2 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 1817648 | $430.7M | 168 | Q3 2026 |
| GRAND JEAN CAPITAL MANAGEMENT INC | 1277158 | $430.5M | 49 | last filed Q4 2024 |
| PSI Advisors, LLC | 1779040 | $430.5M | 151 | last filed Q2 2026 |
| Rakuten Securities, Inc. | 2009539 | $430.2M | 914 | last filed Q2 2026 |
| VIRIDIAN RIA, LLC | 1730068 | $430.2M | 81 | last filed Q1 2022 |
| TRUEFG, LLC | 1766067 | $430.1M | 73 | Q3 2026 |
| United Income, Inc. | 1679524 | $429.8M | 198 | last filed Q3 2019 |
| Selective Wealth Management, Inc. | 1755670 | $429.7M | 148 | Q3 2026 |
| Panview Asian Equity Master Fund | 1797217 | $429.7M | 12 | last filed Q3 2024 |
| Prostatis Group LLC | 1649186 | $429.4M | 190 | last filed Q2 2026 |
| Virtus Investment Advisers, LLC | 19481 | $429.2M | 463 | last filed Q2 2026 |
| Navalign, LLC | 1820593 | $429.1M | 132 | last filed Q2 2026 |
| Strategic Family Wealth Counselors, L.L.C. | 1729755 | $428.6M | 169 | Q3 2026 |
| BOS Asset Management, LLC | 1965814 | $428.0M | 192 | Q3 2026 |
| BOONE CAPITAL MANAGEMENT LLC | 1882053 | $427.5M | 16 | last filed Q2 2026 |
| BankPlus Trust Department | 2047270 | $427.5M | 470 | last filed Q2 2026 |
| KOTLER KEVIN | 1601692 | $427.5M | 36 | last filed Q4 2025 |
| Sound Capital Solutions LLC | 2033735 | $427.4M | 309 | last filed Q2 2026 |
| Dockside LLC | 2074563 | $427.4M | 184 | last filed Q2 2026 |
| DSC Meridian Capital LP | 1970572 | $427.2M | 15 | last filed Q2 2026 |
| Lester Murray Antman dba SimplyRich | 1725888 | $427.1M | 166 | last filed Q2 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 1780330 | $426.9M | 162 | Q3 2026 |
| Manske Wealth Management | 2095143 | $426.9M | 229 | Q3 2026 |
| TITLEIST ASSET MANAGEMENT, LTD. | 1223025 | $426.7M | 240 | last filed Q4 2022 |
| Ruedi Wealth Management, Inc. | 1940678 | $426.3M | 62 | last filed Q2 2026 |
| Strata Wealth Advisors, LLC | 1946237 | $426.3M | 98 | Q3 2026 |
| Westwind Capital | 1729269 | $426.2M | 87 | Q3 2026 |
| Lucia Wealth Services, LLC | 1730471 | $426.2M | 177 | last filed Q3 2020 |
| AyurMaya Capital Management Company, LP | 1975990 | $426.0M | 1 | last filed Q2 2026 |
| PM CAPITAL Ltd | 1630363 | $425.8M | 9 | last filed Q3 2023 |
| PRIVATE ASSET MANAGEMENT INC | 1026200 | $425.8M | 118 | last filed Q3 2023 |
| Wealth Management Partners, LLC | 1843294 | $425.7M | 155 | Q3 2026 |
| True Wealth Design, LLC | 1966033 | $425.7M | 2,585 | Q3 2026 |
| Canal Insurance CO | 1313473 | $425.6M | 73 | Q3 2026 |
| CenterStar Asset Management, LLC | 1722053 | $425.5M | 118 | Q3 2026 |
| DELTA FINANCIAL ADVISORS LLC | 1790295 | $425.5M | 151 | Q3 2026 |
| FCG ADVISORS, LLC | 1009950 | $425.4M | 187 | last filed Q3 2020 |
| KFA Private Wealth Group, LLC | 1800556 | $425.2M | 157 | Q3 2026 |
| Independence Asset Advisors, LLC | 2010929 | $425.2M | 31 | Q3 2026 |
| Castle Creek Arbitrage, LLC | 1326638 | $425.1M | 266 | last filed Q3 2023 |
| Atlatl Advisers LLC | 2023168 | $425.1M | 121 | Q3 2026 |
| Fivespan Partners, LP | 2040262 | $424.3M | 6 | last filed Q2 2026 |
| AMJ Financial Wealth Management | 1801585 | $424.0M | 83 | last filed Q2 2026 |
| Pioneer Wealth Management Group | 1973339 | $423.8M | 56 | Q3 2026 |
| Myriad Asset Management Advisors LLC | 2069031 | $423.8M | 49 | last filed Q2 2026 |
| Wood Tarver Financial Group, LLC | 2059344 | $423.6M | 165 | last filed Q2 2026 |
| AVALON CAPITAL MANAGEMENT | 1510809 | $423.4M | 126 | last filed Q2 2026 |
| AMERICAN NATIONAL BANK & TRUST CO /VA/ | 939835 | $423.3M | 133 | last filed Q1 2024 |
| WHITE PINE CAPITAL LLC | 1137429 | $423.2M | 240 | last filed Q2 2026 |
| Miller Value Partners, LLC | 1135778 | $423.1M | 56 | last filed Q2 2026 |
| BIRINYI ASSOCIATES INC | 1079738 | $423.1M | 60 | Q3 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 1962532 | $423.0M | 57 | Q3 2026 |
| BigSur Wealth Management LLC | 1659171 | $423.0M | 166 | Q3 2026 |
| Cubic Asset Management, LLC | 1424322 | $422.4M | 202 | last filed Q1 2024 |
| OIKOS HOLDINGS LLC | 1548880 | $422.1M | 9 | last filed Q2 2024 |
| Model Capital Management LLC | 1834210 | $422.1M | 2 | last filed Q1 2022 |
| Susquehanna International Securities, Ltd. | 1765923 | $422.0M | 46 | last filed Q3 2024 |
| GLOBE LIFE INC. | 320335 | $421.6M | 2 | last filed Q2 2026 |
| RENAISSANCERE HOLDINGS LTD | 913144 | $421.5M | 5 | last filed Q2 2026 |
| Compass Advisory Group LLC | 1720292 | $420.8M | 89 | last filed Q2 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | 1697366 | $420.7M | 110 | last filed Q2 2026 |
| PYA Waltman Capital, LLC | 1800135 | $420.6M | 67 | last filed Q2 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1812177 | $420.4M | 151 | Q3 2026 |
| Eudaimonia Partners, LLC | 1809043 | $420.3M | 256 | last filed Q1 2024 |
| Polus Capital Management Ltd | 1890538 | $420.3M | 6 | last filed Q3 2024 |
| Sanford Advisory Services, LLC | 1932496 | $419.9M | 119 | last filed Q4 2022 |
| RFG - Bristol Wealth Advisors, LLC | 2055104 | $419.9M | 172 | Q3 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 2057655 | $419.9M | 140 | last filed Q2 2026 |
| UNIVERSITY OF CHICAGO | 314957 | $419.7M | 14 | last filed Q2 2026 |
| BALLAST ADVISORS LLC | 1803415 | $419.7M | 197 | last filed Q2 2026 |
| 325 CAPITAL LLC | 1873893 | $419.5M | 12 | last filed Q2 2026 |
| Benchmark Financial Wealth Advisors, LLC | 1757706 | $419.2M | 160 | Q3 2026 |
| Opera Trading Capital | 1661163 | $419.0M | 87 | last filed Q4 2018 |
| Nut Tree Capital Management, LP | 1661655 | $419.0M | 8 | last filed Q2 2026 |
| Daybright Advisory Services, Inc. | 2107111 | $418.9M | 145 | last filed Q2 2026 |
| Intercontinental Wealth Advisors, LLC | 1709698 | $418.9M | 304 | last filed Q2 2023 |
| SOMERVILLE KURT F | 1215208 | $418.8M | 97 | last filed Q2 2026 |
| Thiel Macro LLC | 1562087 | $418.7M | 8 | last filed Q2 2026 |
| VCI Wealth Management LLC | 2009388 | $418.5M | 102 | Q3 2026 |
| Sunflower Bank, N.A. | 1818759 | $418.3M | 159 | last filed Q2 2026 |
| New England Capital Financial Advisors LLC | 1964652 | $418.3M | 431 | last filed Q2 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | 1862427 | $417.9M | 232 | last filed Q2 2026 |
| Landmark Wealth Management, LLC | 1728778 | $417.9M | 151 | last filed Q2 2026 |
| Concentrum Wealth Management | 1765387 | $417.8M | 127 | last filed Q2 2026 |
| Vestwell Advisors, LLC | 2081474 | $417.8M | 26 | last filed Q2 2026 |
| Resolute Advisors LLC | 1800217 | $417.5M | 82 | last filed Q2 2026 |
| Almitas Capital LLC | 1596468 | $417.4M | 130 | last filed Q2 2026 |
| CONSILIO WEALTH ADVISORS, LLC | 1908944 | $417.3M | 106 | last filed Q2 2026 |
| Seascape Capital Management | 1418342 | $417.3M | 96 | last filed Q2 2026 |
| EPG Wealth Management LLC | 1803058 | $417.3M | 318 | last filed Q2 2026 |
| CIM INVESTMENT MANAGEMENT INC | 1179791 | $417.2M | 276 | last filed Q2 2026 |
| McMill Wealth Management | 2056447 | $416.9M | 60 | last filed Q2 2026 |
| STEVENS CAPITAL MANAGEMENT LP | 1134813 | $416.6M | 213 | last filed Q2 2026 |
| Balance Wealth Partners LLC | 2065247 | $416.5M | 1,019 | Q3 2026 |
| ARK & TLK INVESTMENTS, LLC | 2013188 | $416.2M | 125 | Q3 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 918893 | $416.2M | 80 | last filed Q2 2026 |
| Elmwood Wealth Management, Inc. | 1731927 | $416.1M | 207 | Q3 2026 |
| Tactive Advisors, LLC | 2002409 | $416.0M | 280 | Q3 2026 |
| Rinkey Investments | 1730774 | $415.7M | 132 | Q3 2026 |
| Signature Financial Management, Inc. | 1542162 | $415.7M | 126 | last filed Q4 2018 |
| EnRich Financial Partners LLC | 1955091 | $415.7M | 66 | Q3 2026 |