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 23 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| CLARIS ADVISORS, LLC / MO / | 1905092 | $383.0M | 74 | last filed Q2 2026 |
| RV Capital AG | 1766596 | $382.9M | 13 | last filed Q2 2026 |
| Vectors Research Management, LLC | 1750557 | $382.9M | 148 | last filed Q2 2026 |
| EnCap Partners GP, LLC | 1726182 | $382.8M | 2 | last filed Q4 2025 |
| CONGRUENCE CAPITAL, LLC | 2085569 | $382.6M | 28 | last filed Q2 2026 |
| Demars Financial Group, LLC | 1723115 | $382.6M | 120 | Q3 2026 |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 1079373 | $382.5M | 147 | last filed Q4 2019 |
| OFS Enterprise LLC | 2107566 | $382.4M | 104 | Q3 2026 |
| Alpha Financial Advisors, LLC | 1972138 | $382.2M | 87 | last filed Q2 2026 |
| COSMIC MANAGEMENT, LLC | 2113747 | $382.0M | 5 | last filed Q2 2026 |
| Southside Capital, LLC | 1732093 | $381.9M | 70 | last filed Q4 2019 |
| KEATING INVESTMENT COUNSELORS INC | 1020580 | $381.9M | 60 | Q3 2026 |
| Reby Advisors, LLC | 1674502 | $381.8M | 585 | last filed Q4 2020 |
| TigerOak Management, L.L.C. | 2052586 | $381.8M | 136 | Q3 2026 |
| FC Advisory LLC | 1683754 | $381.6M | 113 | Q3 2026 |
| Odey Asset Management Group Ltd | 1512596 | $381.4M | 24 | last filed Q1 2023 |
| GFG Capital, LLC | 1638520 | $381.2M | 89 | Q3 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 1902806 | $381.2M | 144 | last filed Q2 2026 |
| Congress Park Capital LLC | 1730945 | $381.0M | 130 | Q3 2026 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2033881 | $380.8M | 27 | last filed Q2 2026 |
| NEW WAVE WEALTH ADVISORS LLC | 2035324 | $380.5M | 210 | Q3 2026 |
| Luminvest Wealth Management LLC | 2036517 | $380.5M | 46 | Q3 2026 |
| Whetstone Capital Advisors, LLC | 1607278 | $380.4M | 67 | last filed Q2 2026 |
| Kings Path Partners LLC | 2030974 | $380.2M | 376 | Q3 2026 |
| Hobbs Group Advisors, LLC | 2012280 | $380.1M | 164 | last filed Q2 2026 |
| ARROWGRASS CAPITAL PARTNERS (US) LP | 1454288 | $380.1M | 36 | last filed Q4 2019 |
| Corundum Group, Inc. | 1486083 | $380.1M | 122 | Q3 2026 |
| Corre Partners Management, LLC | 1537323 | $379.8M | 4 | last filed Q2 2026 |
| MANAGED ACCOUNT SERVICES INC | 1696656 | $379.6M | 106 | last filed Q3 2021 |
| Corbenic Partners LLC | 1568298 | $379.6M | 208 | last filed Q2 2022 |
| Bridgefront Capital, LLC | 1725690 | $379.5M | 486 | last filed Q2 2026 |
| Cabot-Wellington, LLC | 1353198 | $379.5M | 5 | last filed Q2 2026 |
| VHCP Management II, LLC | 1602263 | $379.4M | 20 | last filed Q4 2019 |
| Overlook Holdings Ltd | 1569857 | $379.3M | 1 | last filed Q3 2021 |
| DAVIS-REA LTD. | 1482171 | $379.3M | 41 | Q3 2026 |
| Atlas Brown,Inc. | 1388168 | $379.2M | 236 | Q3 2026 |
| Epstein & White Financial LLC | 1713936 | $379.1M | 94 | last filed Q2 2021 |
| Courage Miller Partners, LLC | 1482106 | $378.9M | 94 | Q3 2026 |
| CJM Wealth Advisers, Ltd. | 1992748 | $378.9M | 84 | Q3 2026 |
| Schiavi & Co LLC | 1840014 | $378.5M | 60 | last filed Q2 2026 |
| PHH Investments, Ltd. | 1537276 | $378.4M | 81 | last filed Q4 2019 |
| Westbourne Investment Advisors, Inc. | 1650092 | $378.3M | 124 | Q3 2026 |
| Wheelhouse Advisory Group LLC | 1998946 | $378.2M | 56 | Q3 2026 |
| MADDEN SECURITIES Corp | 1803566 | $378.1M | 343 | Q3 2026 |
| Wellington Grp LLC | 2134013 | $377.9M | 144 | last filed Q2 2026 |
| Juniper Investment Company, LLC | 1794034 | $377.6M | 10 | last filed Q2 2026 |
| Argos Wealth Advisors, LLC | 1809154 | $377.6M | 224 | last filed Q2 2026 |
| RWC ASSET ADVISORS (US) LLC | 1638081 | $377.4M | 14 | Q3 2026 |
| Cypress Capital, LLC | 1729939 | $377.3M | 115 | Q3 2026 |
| Seneca Financial Advisors LLC | 2082922 | $377.2M | 63 | Q3 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | 1994252 | $377.1M | 75 | Q3 2026 |
| Starr Indemnity & Liability Co | 1640521 | $377.0M | 4 | last filed Q2 2026 |
| TRUST CO OF OKLAHOMA | 1083323 | $376.9M | 138 | Q3 2026 |
| Narus Financial Partners, LLC | 1698091 | $376.9M | 172 | Q3 2026 |
| WealthBridge Investment Counsel Inc. | 1799425 | $376.9M | 44 | Q3 2026 |
| Nalanda India Equity Fund Ltd | 1622904 | $376.8M | 1 | last filed Q2 2026 |
| ARGYLL RESEARCH, LLC | 1330709 | $376.8M | 3 | last filed Q3 2019 |
| HAZLETT, BURT & WATSON, INC. | 46392 | $376.7M | 909 | last filed Q2 2026 |
| ROVIN CAPITAL /UT/ /ADV | 1059057 | $376.6M | 194 | last filed Q4 2025 |
| VSM Wealth Advisory, LLC | 2050660 | $376.5M | 507 | last filed Q2 2026 |
| Shilanski & Associates, Inc. | 1722084 | $376.3M | 109 | last filed Q3 2025 |
| Capital Planning LLC | 1790688 | $376.1M | 84 | Q3 2026 |
| Rikoon Group, LLC | 1576654 | $375.9M | 234 | last filed Q1 2021 |
| SWEENEY & MICHEL, LLC | 1979556 | $375.7M | 166 | Q3 2026 |
| Veery Capital, LLC | 1844375 | $375.3M | 101 | Q3 2026 |
| Payne Capital Management, LLC | 1994332 | $375.0M | 88 | last filed Q2 2026 |
| Pinnacle Bancorp, Inc. | 1703383 | $374.9M | 924 | Q3 2026 |
| Kooman & Associates | 1961850 | $374.7M | 54 | Q3 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 2094371 | $374.6M | 27 | last filed Q2 2026 |
| ShankerValleau Wealth Advisors, Inc. | 1903273 | $374.4M | 49 | Q3 2026 |
| NewGen Equity Long/Short Fund | 1774035 | $374.0M | 28 | last filed Q3 2025 |
| LFL Advisers, LLC | 1694127 | $374.0M | 9 | last filed Q2 2026 |
| HARBOR ADVISORY CORP /MA/ | 1100710 | $373.7M | 82 | last filed Q2 2026 |
| Morling Financial Advisors, LLC | 1905198 | $373.5M | 142 | Q3 2026 |
| CYPRESS FINANCIAL PLANNING LLC | 1937021 | $373.5M | 102 | Q3 2026 |
| Pine Harbor Wealth Management, LLC | 2016051 | $373.5M | 112 | last filed Q2 2026 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 2053628 | $373.3M | 13 | Q3 2026 |
| Jentner Corp | 1695908 | $373.3M | 54 | last filed Q2 2025 |
| Regent Investment Management LLC | 1559968 | $373.3M | 202 | last filed Q4 2022 |
| 3G Capital Partners LP | 1421669 | $373.2M | 18 | last filed Q2 2026 |
| Omnia Family Wealth, LLC | 1696136 | $373.2M | 103 | last filed Q2 2026 |
| Platte River Wealth Advisors, LLC | 1802013 | $372.8M | 92 | last filed Q3 2024 |
| M. Kraus & Co | 1593688 | $372.7M | 83 | Q3 2026 |
| NORTHERN CAPITAL MANAGEMENT LLC | 312955 | $372.6M | 165 | last filed Q4 2018 |
| SC ISRAEL VENTURE V MANAGEMENT, L.P. | 1611401 | $372.5M | 1 | last filed Q4 2020 |
| Rench Wealth Management, Inc. | 1599016 | $372.5M | 67 | last filed Q2 2026 |
| Oxler Private Wealth LLC | 1846002 | $372.3M | 89 | Q3 2026 |
| PRIVATE CLIENT SERVICES, LLC | 1457005 | $372.2M | 232 | Q3 2026 |
| CENTRAL VALLEY ADVISORS, LLC | 2010698 | $372.2M | 161 | Q3 2026 |
| Aspen Investment Management Inc | 1541596 | $372.0M | 187 | last filed Q2 2026 |
| Stillwater Investment Management, LLC | 1478775 | $372.0M | 81 | last filed Q1 2023 |
| Santori & Peters, Inc. | 1730959 | $371.9M | 86 | Q3 2026 |
| Atle Fund Management AB | 1381843 | $371.7M | 39 | last filed Q2 2026 |
| Veracity Capital LLC | 1811005 | $371.6M | 222 | Q3 2026 |
| MIO PARTNERS, INC. | 1535457 | $371.5M | 5 | last filed Q2 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 1252007 | $371.5M | 82 | last filed Q2 2026 |
| Strathmore Capital Advisors, Inc. | 2021703 | $371.4M | 142 | last filed Q2 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1121477 | $371.2M | 394 | last filed Q2 2026 |
| REGIMEN WEALTH, LLC | 1963863 | $371.0M | 76 | last filed Q2 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | 1915714 | $370.8M | 198 | Q3 2026 |
| Next Capital Management LLC | 1752762 | $370.5M | 138 | last filed Q2 2026 |
| Stone Summit Wealth LLC | 1908192 | $370.3M | 137 | Q3 2026 |
| ONE Advisory Partners, LLC | 1819695 | $370.2M | 72 | Q3 2026 |
| AMERICAN NATIONAL INSURANCE CO | 904163 | $370.0M | 260 | last filed Q1 2022 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 2035883 | $369.8M | 85 | Q3 2026 |
| Commonwealth Retirement Investments LLC | 1963787 | $369.7M | 129 | Q3 2026 |
| AYAL Capital Advisors Ltd | 2011524 | $369.7M | 43 | last filed Q2 2026 |
| Bray Capital Advisors | 1631738 | $369.6M | 256 | last filed Q4 2024 |
| WEALTH EFFECTS LLC | 1907254 | $369.5M | 251 | Q3 2026 |
| Solitude Financial Services | 1839890 | $369.5M | 38 | Q3 2026 |
| Bruce & Co., Inc. | 1358331 | $369.5M | 41 | last filed Q2 2026 |
| EVEXIA WEALTH LLC | 1975710 | $369.5M | 77 | last filed Q2 2026 |
| Ceeto Capital Group, LLC | 1722439 | $369.5M | 174 | last filed Q2 2026 |
| Odyssey Group, LLC | 2146304 | $369.4M | 61 | last filed Q2 2026 |
| Filament LLC | 1550228 | $369.3M | 35 | last filed Q3 2020 |
| Wealth Advisors of Iowa, LLC | 1803005 | $369.2M | 90 | last filed Q2 2026 |
| Alta Wealth Advisors LLC | 1843826 | $368.9M | 170 | last filed Q2 2026 |
| RESTON WEALTH MANAGEMENT LLC | 1767617 | $368.9M | 71 | Q3 2026 |
| Joule Financial, LLC | 1929070 | $368.8M | 116 | last filed Q2 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | 1389234 | $368.7M | 72 | last filed Q2 2026 |
| TRADITION CAPITAL MANAGEMENT LLC | 1166385 | $368.6M | 183 | last filed Q1 2019 |
| FSA WEALTH PARTNERS, INC. | 1731221 | $368.4M | 75 | Q3 2026 |
| PCA Investment Advisory Services Inc. | 1977044 | $368.4M | 60 | Q3 2026 |
| BATTERY MANAGEMENT CORP. | 1548594 | $368.3M | 5 | last filed Q2 2026 |
| Millstreet Capital Management LLC | 1590729 | $368.1M | 2 | last filed Q2 2026 |
| Missouri Trust & Investment Co | 1908186 | $368.1M | 146 | last filed Q2 2026 |
| Evanston Investments, Inc., dba Evanston Advisors | 1480535 | $367.9M | 63 | last filed Q4 2018 |
| Bain Capital Credit, LP | 1317947 | $367.9M | 6 | last filed Q2 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1857144 | $367.8M | 166 | last filed Q2 2026 |
| 11 Capital Partners LP | 1801172 | $367.7M | 22 | last filed Q2 2026 |
| Promethos Capital, LLC | 1908619 | $367.7M | 54 | last filed Q2 2026 |
| FORTRESS PRIVATE LEDGER, LLC | 1718251 | $367.6M | 271 | last filed Q2 2026 |
| Surevest, LLC | 1593842 | $367.6M | 509 | last filed Q3 2022 |
| CQS (US), LLC | 1447946 | $367.3M | 44 | last filed Q2 2024 |
| Quantum Financial Planning Services, Inc. | 2050169 | $367.1M | 54 | Q3 2026 |
| Running Point Capital Advisors, LLC | 1840629 | $367.0M | 189 | last filed Q4 2025 |
| Indiana Trust & Investment Management Co | 1356407 | $366.9M | 464 | Q3 2026 |
| Elephas Investment Management Ltd | 1731191 | $366.9M | 22 | last filed Q2 2021 |
| 25 LLC | 1968777 | $366.9M | 76 | Q3 2026 |
| Storen Legacy Partners, LLC | 2116061 | $366.8M | 116 | last filed Q2 2026 |
| VAN STRUM & TOWNE INC. | 1080173 | $366.8M | 111 | last filed Q2 2026 |
| First International Bank of Israel Ltd. | 2081196 | $366.7M | 69 | last filed Q2 2026 |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 831457 | $366.7M | 89 | last filed Q3 2019 |
| Waterford Advisors, LLC | 1960657 | $366.5M | 64 | last filed Q2 2026 |
| ACORN CAPITAL ADVISORS, LLC | 2054410 | $366.5M | 20 | last filed Q2 2026 |
| Concord Investment Counsel Inc. | 2022154 | $366.4M | 50 | last filed Q2 2026 |
| SAM Advisors, LLC | 1600944 | $366.3M | 49 | last filed Q2 2026 |
| Pillsbury Lake Capital LLC | 2111915 | $366.3M | 41 | last filed Q2 2026 |
| Purus Wealth Management, LLC | 1844250 | $366.3M | 170 | Q3 2026 |
| Capco Asset Management, LLC | 1698068 | $365.9M | 26 | last filed Q2 2026 |
| WRIGHT INVESTORS SERVICE INC | 108572 | $365.8M | 148 | last filed Q2 2026 |
| GILL CAPITAL PARTNERS, LLC | 729563 | $365.8M | 153 | Q3 2026 |
| Aigen Investment Management, LP | 1741224 | $365.8M | 517 | last filed Q2 2026 |
| Quaker Capital Investments, LLC | 1633648 | $365.7M | 22 | last filed Q2 2026 |
| BARRETT & COMPANY, INC. | 887602 | $365.7M | 671 | Q3 2026 |
| HST Ventures, LLC | 1885404 | $365.7M | 49 | last filed Q3 2024 |
| Glassy Mountain Advisors, Inc. | 1914617 | $365.6M | 76 | last filed Q2 2026 |
| Team Hewins, LLC | 1964760 | $365.5M | 40 | last filed Q2 2026 |
| Essential Planning, LLC. | 1949824 | $365.5M | 88 | Q3 2026 |
| Invesco Private Capital, Inc. | 1128452 | $365.3M | 4 | last filed Q3 2019 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | 1080383 | $365.3M | 55 | last filed Q2 2024 |
| Darwin Wealth Management, LLC | 1663224 | $365.3M | 777 | last filed Q2 2026 |
| Planned Solutions, Inc. | 1831332 | $365.1M | 155 | Q3 2026 |
| Sterling Financial Planning, Inc. | 1844278 | $364.8M | 124 | Q3 2026 |
| Impact Capital Partners LLC | 2054916 | $364.7M | 267 | Q3 2026 |
| Hopwood Nicholas Hunter | 2091827 | $364.5M | 131 | last filed Q2 2026 |
| HT Partners LLC | 1552999 | $364.4M | 56 | Q3 2026 |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | 1766504 | $364.2M | 10 | last filed Q2 2026 |
| Bowling Portfolio Management LLC | 1322590 | $364.2M | 183 | last filed Q3 2022 |
| BAKER BOYER NATIONAL BANK | 1079398 | $364.1M | 94 | last filed Q2 2026 |
| Eaton Financial Holdings Company, LLC | 1972322 | $364.1M | 134 | last filed Q2 2026 |
| Engle Capital Management, L.P. | 1684868 | $364.1M | 20 | last filed Q2 2026 |
| Sage Financial Management Group, Inc. | 1762086 | $364.0M | 61 | last filed Q2 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1666613 | $363.9M | 73 | Q3 2026 |
| Elevated Capital Advisors, LLC | 1802387 | $363.6M | 849 | last filed Q2 2026 |
| Tilson Financial Group, Inc. | 1964820 | $363.6M | 86 | last filed Q2 2026 |
| Reliant Wealth Planning | 1823393 | $363.6M | 54 | last filed Q2 2026 |
| MARSHALL FINANCIAL GROUP INC /ADV | 701189 | $363.5M | 53 | last filed Q3 2025 |
| AIMZ Investment Advisors, LLC | 1630365 | $363.5M | 153 | last filed Q2 2026 |
| Anfield Capital Management, LLC | 1602020 | $363.5M | 715 | last filed Q1 2026 |
| Paragon Wealth Strategies, LLC | 1680638 | $363.3M | 40 | last filed Q4 2023 |
| Verger Capital Management LLC | 1627417 | $363.1M | 12 | Q3 2026 |
| Family Legacy, Inc. | 1706016 | $363.0M | 124 | Q3 2026 |
| Urban Financial Advisory Corp | 2005378 | $362.9M | 54 | last filed Q2 2026 |
| August Capital Management V, L.L.C. | 1547399 | $362.8M | 1 | last filed Q2 2020 |
| HAMEL ASSOCIATES, INC. | 1599760 | $362.7M | 92 | last filed Q2 2026 |
| O'Brien Greene & Co. Inc | 1768635 | $362.4M | 141 | last filed Q2 2026 |
| Wealth Management Associates, Inc. | 2067339 | $362.4M | 254 | last filed Q2 2026 |
| MILLINGTON SECURITIES, LLC | 1449088 | $362.4M | 275 | last filed Q1 2026 |
| Global Financial Private Client, LLC | 2023568 | $362.2M | 236 | Q3 2026 |
| Foresite Capital Management V, LLC | 1792206 | $362.2M | 9 | last filed Q2 2026 |
| American Research & Management Co. | 1506796 | $362.2M | 423 | last filed Q3 2022 |
| Alteri Wealth LLC | 2054980 | $362.1M | 296 | last filed Q2 2026 |
| PhiloSmith Capital Corp | 1942361 | $361.5M | 22 | Q3 2026 |
| Kercheville Advisors, LLC | 1890748 | $361.4M | 119 | Q3 2026 |
| Francisco Partners Management, LP | 1197853 | $361.4M | 3 | last filed Q2 2026 |
| Pamplona Capital Management, LLC | 1554913 | $361.3M | 5 | last filed Q2 2026 |
| ParaFi Capital LP | 1919332 | $361.2M | 24 | last filed Q2 2026 |
| Mass General Brigham, Inc | 1678378 | $361.1M | 6 | last filed Q2 2026 |
| Grandview Asset Management LLC | 1766791 | $361.0M | 132 | Q3 2026 |
| Range Financial Group LLC | 1928635 | $360.7M | 207 | Q3 2026 |
| Kentucky Farm Bureau Mutual Insurance Co | 2131132 | $360.4M | 69 | last filed Q2 2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 1013701 | $360.1M | 59 | Q3 2026 |
| Autumn Glory Partners, LLC | 1911621 | $359.9M | 191 | Q3 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | 1536890 | $359.8M | 136 | last filed Q2 2026 |
| PL Capital Advisors, LLC | 1569147 | $359.8M | 31 | last filed Q2 2026 |
| Gen-Wealth Partners Inc | 2023375 | $359.7M | 722 | last filed Q2 2026 |
| Greystone Financial Group, LLC | 1845302 | $359.6M | 73 | Q3 2026 |
| Bridge Creek Capital Management LLC | 1670903 | $359.6M | 116 | last filed Q3 2025 |
| 3D ASSET MANAGEMENT, INC | 1359371 | $359.6M | 76 | last filed Q3 2020 |
| Resurgent Financial Advisors LLC | 1912339 | $359.5M | 308 | last filed Q2 2026 |
| Horizon Investment Services, LLC | 1426940 | $359.5M | 143 | last filed Q2 2026 |
| LifeWealth Investments, LLC | 2033794 | $359.5M | 139 | Q3 2026 |
| Garelick Capital Partners, LP | 1641391 | $359.5M | 32 | last filed Q4 2018 |
| Man Investment Partners (US) LP | 1633312 | $359.3M | 6 | last filed Q2 2026 |
| Scale Management, LLC | 1424874 | $359.2M | 3 | last filed Q4 2020 |
| OSTRUM ASSET MANAGEMENT U.S., LLC | 1696259 | $359.2M | 33 | last filed Q1 2019 |
| Freedom Investment Management, Inc. | 1566653 | $359.2M | 106 | last filed Q2 2026 |
| HNP Capital LLC | 1767841 | $359.0M | 128 | last filed Q1 2023 |
| Gunderson Capital Management LLC | 1792397 | $358.8M | 54 | Q3 2026 |
| Members Advisory Group LLC | 1908587 | $358.2M | 42 | last filed Q2 2026 |
| Key Client Fiduciary Advisors, LLC | 1912612 | $358.2M | 220 | Q3 2026 |
| NumerixS Investment Technologies Inc | 1611457 | $358.0M | 1,041 | last filed Q2 2020 |
| Extract Advisors LLC | 1703148 | $357.9M | 30 | last filed Q2 2026 |
| PORTLAND INVESTMENT COUNSEL INC. | 1081668 | $357.9M | 58 | last filed Q2 2026 |
| Gold Investment Management Ltd. | 2006008 | $357.8M | 198 | Q3 2026 |
| Providence First Trust Co | 1713735 | $357.6M | 196 | last filed Q2 2026 |
| Metropolitan Life Insurance Co/NY | 728618 | $357.4M | 11 | last filed Q2 2026 |
| Sentry LLC | 2004474 | $357.4M | 132 | last filed Q2 2026 |
| Permit Capital, LLC | 1313978 | $357.4M | 20 | last filed Q2 2026 |
| Menlo Ventures Management, L.P. | 1911541 | $357.4M | 3 | last filed Q2 2026 |
| Price Wealth, LLC | 1534691 | $357.2M | 444 | last filed Q3 2020 |
| WT Wealth Management | 1780507 | $357.2M | 145 | Q3 2026 |
| CPA Asset Management Group, LLC | 1963967 | $357.1M | 86 | Q3 2026 |
| Elevated Financial Group LLC | 2063915 | $357.1M | 117 | Q3 2026 |
| Arkfeld Wealth Strategies, L.L.C. | 1789382 | $356.6M | 121 | Q3 2026 |
| Incline Global Management LLC | 1567195 | $356.6M | 20 | last filed Q2 2026 |
| Chesapeake Wealth Management | 1730383 | $356.5M | 168 | last filed Q2 2026 |
| Crestmont Private Wealth LLC | 1873372 | $356.5M | 105 | last filed Q2 2026 |
| BT Wealth Management LLC | 1767863 | $356.4M | 65 | last filed Q2 2022 |
| TSA Wealth Managment LLC | 1963669 | $356.3M | 124 | Q3 2026 |
| CORA CAPITAL ADVISORS LLC | 1964530 | $356.3M | 145 | last filed Q2 2026 |
| Ascension Capital Advisors, Inc. | 1689227 | $356.1M | 97 | last filed Q2 2026 |
| Sinvest Investments II Ltd. | 2096569 | $356.1M | 2 | Q3 2026 |
| LifeGuide Financial Advisors, LLC | 1908585 | $356.0M | 45 | Q3 2026 |
| BCR Wealth Strategies, LLC | 1908380 | $355.9M | 32 | last filed Q2 2026 |
| eCIO, Inc. | 1830823 | $355.9M | 46 | last filed Q2 2026 |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | $355.8M | 1,342 | Q3 2026 |
| Eaton-Cambridge Inc. | 2011052 | $355.8M | 70 | last filed Q2 2026 |
| GENESIS PRIVATE WEALTH, LLC | 1965529 | $355.8M | 192 | last filed Q2 2026 |