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 24 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Sandbox Financial Partners, LLC | 1844892 | $355.6M | 117 | last filed Q1 2026 |
| REIK & CO., LLC | 1388028 | $355.5M | 60 | Q3 2026 |
| Hi-Line Capital Management, LLC | 1776074 | $355.5M | 32 | last filed Q2 2026 |
| Commonwealth Bank of Australia | 8565 | $355.4M | 2 | last filed Q2 2026 |
| TFR Capital, LLC. | 2059325 | $355.3M | 165 | last filed Q2 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 925953 | $355.1M | 135 | Q3 2026 |
| WATERSHED PRIVATE WEALTH LLC | 1965271 | $355.1M | 120 | last filed Q2 2026 |
| Owl Creek Wealth Partners LLC | 2133805 | $355.0M | 1,318 | Q3 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 887748 | $354.9M | 257 | last filed Q2 2026 |
| Bryant Woods Investment Advisors, LLC | 1910641 | $354.8M | 68 | Q3 2026 |
| Oxbow Capital Management (HK) Ltd | 1713269 | $354.8M | 4 | last filed Q2 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 2071170 | $354.8M | 690 | last filed Q2 2026 |
| Lowell Blake & Associates Inc. | 1816635 | $354.8M | 62 | last filed Q3 2023 |
| Advus Financial Partners, LLC | 2150676 | $354.8M | 143 | Q3 2026 |
| FIRETRAIL INVESTMENTS PTY LTD | 1943822 | $354.7M | 32 | last filed Q2 2026 |
| Rise Advisors, LLC | 1831316 | $354.7M | 104 | Q3 2026 |
| Anchor @ 65 Pte. Ltd. | 1993962 | $354.5M | 2 | last filed Q2 2026 |
| Advisor Resource Council | 1820879 | $354.5M | 260 | last filed Q2 2026 |
| Timonier Family Office, LTD. | 2038170 | $354.1M | 57 | last filed Q2 2026 |
| Spectrum Wealth Advisory Group, LLC | 1776821 | $354.0M | 75 | Q3 2026 |
| Gerald Baker Financial Group LLC | 2133489 | $354.0M | 123 | Q3 2026 |
| Somerset Trust Co | 1597099 | $353.9M | 186 | Q3 2026 |
| Wealthstar Advisors, LLC | 1602224 | $353.8M | 113 | Q3 2026 |
| INCA Investments LLC | 1513137 | $353.4M | 10 | last filed Q2 2026 |
| MINOT CAPITAL, LP | 1835714 | $353.3M | 6 | last filed Q3 2024 |
| Guardian Wealth Management, LLC | 2095373 | $353.3M | 30 | Q3 2026 |
| RIA Advisory Group LLC | 1958384 | $353.3M | 134 | Q3 2026 |
| Equita Financial Network, Inc. | 1994461 | $353.2M | 86 | Q3 2026 |
| Auour Investments LLC | 1789310 | $353.2M | 95 | Q3 2026 |
| Blue Harbour Group, L.P. | 1325256 | $353.1M | 6 | last filed Q2 2020 |
| Olde Wealth Management, LLC | 1840760 | $352.9M | 119 | last filed Q2 2026 |
| Westwood Wealth Management | 1861125 | $352.8M | 42 | Q3 2026 |
| AXS Investments LLC | 1801467 | $352.7M | 193 | last filed Q2 2026 |
| FINANCIAL LIFE ADVISORS | 1730813 | $352.3M | 60 | Q3 2026 |
| Centerpoint Advisors, LLC | 1733788 | $352.2M | 425 | last filed Q2 2026 |
| Pines Wealth Management, LLC | 2037426 | $351.8M | 222 | Q3 2026 |
| Precocity Capital LP | 1671811 | $351.7M | 41 | last filed Q4 2018 |
| SW Investment Management LLC | 1824821 | $351.6M | 5 | last filed Q2 2026 |
| Palisades Investment Partners, LLC | 1427373 | $351.6M | 53 | last filed Q2 2026 |
| EVERPAR ADVISORS LLC | 2010410 | $351.5M | 302 | last filed Q2 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 2019084 | $351.5M | 166 | last filed Q2 2026 |
| Silverleafe Capital Partners, LLC | 1535611 | $351.3M | 100 | Q3 2026 |
| Shelter Haven Capital Management, L.P. | 1757975 | $351.3M | 11 | last filed Q4 2021 |
| Whitegate Investment Counselors, Inc. | 1667102 | $351.3M | 76 | last filed Q2 2026 |
| Tree Line Advisors (Hong Kong) Ltd. | 1535096 | $351.1M | 3 | last filed Q2 2026 |
| Beacon Bridge Wealth Partners, LLC | 1965468 | $351.0M | 105 | last filed Q2 2026 |
| Yakira Capital Management, Inc. | 1584639 | $351.0M | 202 | last filed Q2 2026 |
| USAdvisors Wealth Management, LLC | 1735605 | $351.0M | 148 | Q3 2026 |
| Pegasus Asset Management, Inc. | 1729049 | $351.0M | 75 | last filed Q2 2026 |
| StrongBox Wealth, LLC | 1812155 | $350.9M | 267 | last filed Q2 2026 |
| Fieldview Capital Management, LLC | 2040221 | $350.7M | 507 | last filed Q2 2026 |
| Boothe Investment Group, Inc. | 1749798 | $350.6M | 39 | Q3 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | 1831263 | $350.5M | 244 | Q3 2026 |
| MTM Investment Management, LLC | 1831416 | $350.5M | 708 | last filed Q2 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 1914472 | $350.4M | 39 | Q3 2026 |
| Engrave Wealth Partners LLC | 1806222 | $350.3M | 80 | last filed Q4 2023 |
| Ameliora Wealth Management Ltd. | 1910168 | $350.2M | 239 | Q3 2026 |
| Inlight Wealth Management, LLC | 1731795 | $350.2M | 78 | Q3 2026 |
| STONEHILL CAPITAL MANAGEMENT LLC | 1266227 | $350.1M | 15 | last filed Q2 2026 |
| Attestor Capital Ltd | 1830731 | $350.1M | 4 | last filed Q2 2026 |
| Kirkwood Financial Services | 1814128 | $349.9M | 42 | last filed Q2 2026 |
| Your Advocates Ltd., LLP | 1774437 | $349.9M | 209 | last filed Q2 2026 |
| TRADITION ASSET MANAGEMENT LLC | 1778396 | $349.8M | 174 | last filed Q2 2020 |
| Pineridge Advisors LLC | 2012421 | $349.8M | 460 | last filed Q3 2025 |
| Cornerstone Retirement Group, Inc. | 1791803 | $349.8M | 33 | last filed Q3 2023 |
| Holloway Wealth Management, LLC | 1535164 | $349.6M | 349 | last filed Q1 2022 |
| KB FINANCIAL PARTNERS, LLC | 1864910 | $349.6M | 577 | last filed Q3 2023 |
| MGB Wealth Management, LLC | 2015822 | $349.6M | 308 | last filed Q4 2025 |
| Argyle Capital Management, LLC | 1321194 | $349.4M | 135 | Q3 2026 |
| Yukon Wealth Management, Inc. | 2065849 | $349.4M | 132 | last filed Q2 2026 |
| Arrowroot Family Office, LLC | 2017744 | $349.3M | 174 | last filed Q2 2026 |
| DENVER WEALTH MANAGEMENT, INC. | 1909800 | $349.3M | 109 | last filed Q2 2026 |
| DHJJ Financial Advisors, Ltd. | 1844716 | $348.8M | 1,089 | Q3 2026 |
| Riverview Capital Advisers, LLC | 1962933 | $348.8M | 88 | last filed Q2 2026 |
| Future Fund LLC | 1911970 | $348.8M | 118 | last filed Q2 2026 |
| Dixon Hughes Goodman Wealth Advisors LLC | 1906545 | $348.6M | 877 | last filed Q1 2022 |
| Timelo Investment Management Inc. | 1851296 | $348.6M | 49 | last filed Q2 2026 |
| Jacobsen Capital Management | 1782491 | $348.2M | 126 | Q3 2026 |
| AVAII WEALTH MANAGEMENT, LLC | 1904431 | $348.2M | 178 | Q3 2026 |
| FirstMark Capital I GP, LLC | 1666572 | $347.9M | 1 | last filed Q2 2020 |
| PCJ Investment Counsel Ltd. | 1426318 | $347.9M | 62 | last filed Q2 2026 |
| DORVAL Corp | 1999144 | $347.9M | 47 | Q3 2026 |
| Tieton Capital Management, LLC | 1381954 | $347.8M | 37 | last filed Q2 2026 |
| N10 WEALTH, LLC | 2146357 | $347.6M | 65 | Q3 2026 |
| B.O.S.S. Retirement Advisors, LLC | 1964810 | $347.5M | 146 | Q3 2026 |
| Highview Capital Management LLC/DE/ | 1903786 | $347.4M | 118 | last filed Q2 2026 |
| jvl associates llc | 1915765 | $347.4M | 75 | Q3 2026 |
| Lanham O'Dell & Company, Inc. | 1926344 | $347.3M | 40 | last filed Q4 2025 |
| Select Asset Management & Trust | 1600636 | $347.3M | 79 | last filed Q2 2026 |
| Harvest Capital Management Inc | 1105876 | $347.3M | 102 | last filed Q2 2019 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | 1280604 | $347.3M | 32 | Q3 2026 |
| National Wealth Management Group, LLC | 1977723 | $347.1M | 214 | Q3 2026 |
| FIRST UNITED BANK & TRUST | 1214183 | $346.8M | 408 | Q3 2026 |
| Hixon Zuercher, LLC | 1806752 | $346.8M | 92 | Q3 2026 |
| Keewaydin Investments LLC | 2055512 | $346.6M | 18 | last filed Q2 2026 |
| BRADY FAMILY WEALTH, LLC | 1971456 | $346.5M | 113 | last filed Q2 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | 1632078 | $346.3M | 110 | Q3 2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | 919538 | $346.2M | 66 | last filed Q2 2026 |
| Technology Crossover Management VIII, Ltd. | 1626282 | $346.0M | 5 | last filed Q2 2026 |
| Canopy Partners, LLC | 1960860 | $345.8M | 236 | Q3 2026 |
| Forza Wealth Management, LLC | 1963030 | $345.7M | 194 | Q3 2026 |
| PECAUT & CO. | 1597200 | $345.7M | 69 | Q3 2026 |
| RR Advisors, LLC | 1322613 | $345.6M | 25 | last filed Q2 2026 |
| Greenfield Seitz Capital Management, LLC | 2097528 | $345.6M | 112 | Q3 2026 |
| Front Row Advisors LLC | 1729254 | $345.5M | 576 | last filed Q2 2026 |
| Matthew 25 Management Corp | 1351431 | $345.5M | 20 | last filed Q2 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | 1317410 | $345.4M | 28 | last filed Q2 2026 |
| ENAVATE SCIENCES GP, LLC | 1953107 | $345.4M | 7 | last filed Q2 2026 |
| MUHLENKAMP & CO INC | 1133219 | $345.3M | 28 | last filed Q2 2026 |
| Bear Mountain Capital, Inc. | 2009419 | $345.2M | 214 | last filed Q2 2026 |
| G&S Capital LLC | 1731448 | $345.0M | 154 | Q3 2026 |
| West Family Investments, Inc. | 1568303 | $345.0M | 468 | last filed Q2 2026 |
| Sender Co & Partners, Inc. | 1659380 | $344.9M | 120 | last filed Q2 2026 |
| Mayfair Advisory Group, LLC | 1801926 | $344.7M | 186 | Q3 2026 |
| Ten Capital Wealth Advisors, LLC | 1832212 | $344.6M | 200 | last filed Q2 2023 |
| Alaethes Wealth, LLC | 1859677 | $344.5M | 111 | last filed Q2 2026 |
| Fieldpoint Private Securities, LLC | 1706170 | $344.4M | 1,468 | last filed Q2 2022 |
| ACIMA PRIVATE WEALTH, LLC | 1761961 | $344.4M | 174 | Q3 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | 2037578 | $344.3M | 32 | last filed Q2 2026 |
| DOHJ, LLC | 1801881 | $344.2M | 144 | last filed Q2 2025 |
| Geisinger Health | 1946205 | $344.1M | 5 | last filed Q2 2024 |
| Etesian Wealth Advisors, Inc. | 1997586 | $344.0M | 141 | Q3 2026 |
| Ferguson Shapiro LLC | 1767433 | $343.8M | 83 | Q3 2026 |
| HIGHLAND PEAK CAPITAL, LLC | 1961320 | $343.6M | 13 | last filed Q2 2026 |
| Mosley Wealth Management | 2011849 | $343.4M | 806 | Q3 2026 |
| PALO ALTO WEALTH ADVISORS, LLC | 1964382 | $343.3M | 64 | last filed Q3 2025 |
| HawsGoodwin Investment Management LLC | 1799500 | $343.2M | 109 | last filed Q4 2021 |
| Worth Asset Management, LLC | 1927285 | $343.1M | 228 | Q3 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | 2056521 | $342.9M | 85 | Q3 2026 |
| Orion Investment Co | 2033920 | $342.7M | 73 | last filed Q2 2026 |
| Saranac Partners Ltd | 2098745 | $342.7M | 116 | last filed Q2 2026 |
| McCollum Christoferson Group LLC | 1727573 | $342.7M | 88 | Q3 2026 |
| Ashoka WhiteOak Capital Pte Ltd | 2031708 | $342.7M | 20 | Q3 2026 |
| Mass Ave Global Inc. | 1910663 | $342.4M | 33 | last filed Q4 2022 |
| Midwest Heritage Bank, FSB | 1906805 | $342.4M | 52 | Q3 2026 |
| Realta Investment Advisors | 1776792 | $342.2M | 362 | Q3 2026 |
| Solus Alternative Asset Management LP | 1407737 | $342.2M | 10 | last filed Q2 2026 |
| Idaho Trust Co | 1568069 | $342.1M | 98 | last filed Q2 2026 |
| BCWM, LLC | 1542165 | $342.0M | 57 | last filed Q2 2026 |
| IAMS WEALTH MANAGEMENT, LLC | 1998182 | $341.9M | 184 | Q3 2026 |
| Amtrust Financial Services, Inc. | 1365555 | $341.9M | 18 | Q3 2026 |
| Stash Investments, LLC | 2008308 | $341.5M | 19 | Q3 2026 |
| Walker Financial Services, Inc. | 1965479 | $341.4M | 45 | Q3 2026 |
| Greenbush Financial Group, LLC | 2061818 | $341.4M | 38 | Q3 2026 |
| Quaker Wealth Management, LLC | 1733472 | $341.4M | 956 | Q3 2026 |
| NOVA R WEALTH, INC. | 1729457 | $341.4M | 89 | Q3 2026 |
| Yeomans Consulting Group, Inc. | 2014739 | $341.3M | 113 | last filed Q4 2025 |
| NORTHSTAR ASSET MANAGEMENT INC | 869304 | $341.2M | 91 | last filed Q2 2026 |
| S.A. Mason LLC | 1800911 | $340.6M | 284 | Q3 2026 |
| Aikya Investment Management Ltd | 2005403 | $340.6M | 5 | last filed Q2 2026 |
| Coalescence Partners Investment Management, LP | 1759662 | $340.6M | 12 | last filed Q2 2026 |
| Prosperity Financial Group, Inc. | 1991334 | $340.6M | 193 | Q3 2026 |
| Towne Trust Company, N.A | 1102256 | $340.5M | 320 | Q3 2026 |
| Berry Street Capital Management LLP | 1804007 | $340.4M | 26 | last filed Q3 2023 |
| ACT WEALTH MANAGEMENT, LLC | 1814191 | $340.1M | 65 | Q3 2026 |
| WARNER FINANCIAL, INC | 1927175 | $340.1M | 145 | last filed Q2 2026 |
| Pineno Levin & Ford Asset Management, Inc. | 1390205 | $340.0M | 119 | last filed Q4 2021 |
| ODonnell Financial Services, LLC | 1730962 | $339.8M | 74 | last filed Q2 2026 |
| PKO BP BANKOWY Universal Pension Society JSC | 2055875 | $339.8M | 13 | Q3 2026 |
| NewFocus Financial Group, LLC | 1599212 | $339.7M | 118 | last filed Q4 2020 |
| Roberts Financial Services LLC | 1767602 | $339.7M | 32 | Q3 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | 1986389 | $339.5M | 187 | Q3 2026 |
| Monterey Private Wealth, Inc. | 1839826 | $339.5M | 138 | last filed Q1 2025 |
| BRILLIANCE ASSET MANAGEMENT LTD | 1665751 | $339.3M | 11 | last filed Q2 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 315024 | $339.3M | 5 | Q3 2026 |
| Unified Trust Company, N.A. | 1765893 | $339.3M | 83 | last filed Q3 2021 |
| Haverford Financial Services, Inc. | 1347683 | $339.2M | 49 | last filed Q2 2026 |
| New Insight Wealth Advisors | 2022328 | $339.2M | 120 | last filed Q2 2026 |
| Iron Horse Wealth Management, LLC | 1836270 | $339.0M | 591 | last filed Q2 2025 |
| Penney Financial, LLC | 2049857 | $338.9M | 44 | Q3 2026 |
| 1492 Capital Management LLC | 1584087 | $338.7M | 133 | last filed Q2 2026 |
| Monarch Partners Asset Management LLC | 1568555 | $338.6M | 133 | last filed Q4 2022 |
| Source Financial Advisors LLC | 1830954 | $338.5M | 119 | last filed Q3 2024 |
| Fore Capital, LLC | 1714672 | $338.4M | 55 | last filed Q2 2026 |
| Consilium Wealth Advisory, LLC | 1904906 | $338.4M | 101 | Q3 2026 |
| US FINANCIAL ADVISORS, LLC | 1640420 | $338.4M | 97 | last filed Q1 2025 |
| Vert Asset Management LLC | 1904664 | $338.2M | 47 | Q3 2026 |
| Redmond Asset Management, LLC | 1567890 | $338.1M | 186 | Q3 2026 |
| FFG Partners, LLC | 2045972 | $337.8M | 46 | Q3 2026 |
| Annapolis Financial Services, LLC | 1843110 | $337.8M | 486 | last filed Q3 2024 |
| CASTLE WEALTH MANAGEMENT LLC | 1936420 | $337.6M | 143 | last filed Q2 2026 |
| Elite Wealth Management, Inc. | 1622757 | $337.4M | 47 | last filed Q2 2026 |
| Lehman & Derafelo Financial Resources LLC | 1767952 | $337.1M | 110 | last filed Q4 2022 |
| Northern Right Capital Management, L.P. | 1346543 | $336.9M | 27 | last filed Q2 2026 |
| Riverwater Partners LLC | 1882572 | $336.8M | 209 | last filed Q2 2026 |
| PFW Advisors LLC | 1989744 | $336.8M | 122 | Q3 2026 |
| L.K. Benson & Company, P.C. | 2055235 | $336.7M | 118 | Q3 2026 |
| BANK OZK | 1569650 | $336.7M | 159 | last filed Q2 2026 |
| Investment Research & Advisory Group, Inc. | 1802136 | $336.6M | 333 | Q3 2026 |
| AlphaGrep UK Ltd | 2148988 | $336.5M | 698 | last filed Q2 2026 |
| Empirical Capital Management, LLC | 1642274 | $336.4M | 19 | Q3 2026 |
| Strategic Financial Concepts, LLC | 1870686 | $336.2M | 239 | last filed Q2 2026 |
| Nicollet Investment Management, Inc. | 1729048 | $336.1M | 77 | Q3 2026 |
| Forum Private Client Group LLC | 1910636 | $336.0M | 86 | last filed Q2 2026 |
| United Community Bank | 2000314 | $335.9M | 557 | Q3 2026 |
| Silver Coast Investments LLC | 2012033 | $335.9M | 121 | last filed Q2 2026 |
| Oldfather Financial Services, LLC | 1775530 | $335.8M | 98 | last filed Q4 2025 |
| HF Advisory Group, LLC | 1963169 | $335.8M | 174 | Q3 2026 |
| Core Wealth Management, Inc. | 1965150 | $335.7M | 32 | Q3 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 1962166 | $335.6M | 85 | last filed Q2 2026 |
| OneAscent Wealth Management LLC | 1844707 | $335.5M | 169 | last filed Q2 2026 |
| WEBER ALAN W | 1139986 | $335.5M | 82 | last filed Q4 2020 |
| Wilkerson Advisory Group LLC | 2079661 | $335.3M | 644 | Q3 2026 |
| Prodigy Asset Management LLC | 1956244 | $335.2M | 31 | Q3 2026 |
| Persistent Asset Partners Ltd | 2056052 | $335.1M | 760 | last filed Q2 2026 |
| Pennant Investors, LP | 1759176 | $334.9M | 16 | last filed Q2 2026 |
| SHAYNE & JACOBS, LLC | 1484085 | $334.9M | 100 | Q3 2026 |
| TPG Financial Advisors, LLC | 1706669 | $334.8M | 81 | last filed Q2 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | 1832158 | $334.8M | 93 | last filed Q2 2026 |
| Spinecap SAS | 2011727 | $334.7M | 16 | last filed Q2 2026 |
| Roth Financial Partners LLC | 1840888 | $334.7M | 37 | Q3 2026 |
| BHK Investment Advisors, LLC | 1710539 | $334.7M | 79 | last filed Q2 2026 |
| Hutchens & Kramer Investment Management Group, LLC | 1920117 | $334.7M | 156 | Q3 2026 |
| Trustees of Dartmouth College | 1599404 | $334.6M | 11 | last filed Q2 2026 |
| Geneva Partners, LLC | 1712671 | $334.4M | 81 | Q3 2026 |
| Wealth High Governance Capital Ltda | 2028828 | $334.4M | 35 | last filed Q2 2026 |
| Core Alternative Capital | 1776878 | $334.2M | 201 | last filed Q2 2026 |
| Saiph Capital, LLC | 2052658 | $334.1M | 131 | last filed Q2 2026 |
| GLYNN CAPITAL MANAGEMENT LLC | 911270 | $334.0M | 40 | Q3 2026 |
| Slagle Financial, LLC | 1984918 | $333.8M | 127 | last filed Q2 2026 |
| ENZI WEALTH | 1887441 | $333.5M | 83 | Q3 2026 |
| Alta Fundamental Advisers LLC | 1641604 | $333.5M | 26 | last filed Q2 2026 |
| Gimbel Daniel Scott | 1867040 | $333.3M | 2 | last filed Q2 2026 |
| ORION RESOURCE PARTNERS (USA) LP | 1714217 | $333.3M | 4 | last filed Q1 2024 |
| Costello Asset Management, INC | 1760145 | $333.2M | 710 | last filed Q2 2026 |
| S&T Bank/PA | 1010911 | $333.2M | 445 | last filed Q2 2026 |
| Goepper Burkhardt LLC | 1844142 | $333.1M | 99 | last filed Q2 2026 |
| BANK OF STOCKTON | 1387723 | $332.9M | 124 | Q3 2026 |
| LTS Liquid Investments LLC | 1973154 | $332.8M | 9 | Q3 2026 |
| Susquehanna Foundation | 1728195 | $332.8M | 4 | last filed Q3 2024 |
| VISTA INVESTMENT MANAGEMENT | 1740140 | $332.7M | 175 | last filed Q2 2026 |
| Ducere Wealth Management LLC | 2083656 | $332.6M | 135 | last filed Q2 2026 |
| Joseph P. Lucia & Associates, LLC | 1775391 | $332.6M | 188 | last filed Q2 2026 |
| Tandem Financial, LLC | 2049157 | $332.4M | 100 | last filed Q2 2026 |
| Gallatin Point Capital LLC | 1708030 | $332.3M | 3 | last filed Q2 2026 |
| AMERICAN ASSETS INC | 885118 | $332.3M | 12 | last filed Q2 2026 |
| Relaxing Retirement Coach | 1728449 | $332.3M | 76 | last filed Q2 2023 |
| AGILIS PARTNERS LLC | 1633903 | $332.2M | 25 | last filed Q4 2024 |
| Hidden Lake Asset Management LP | 1750312 | $332.2M | 24 | last filed Q2 2026 |
| Hassell Wealth Management, LLC | 1965270 | $332.2M | 28 | Q3 2026 |
| Court Place Advisors, LLC | 1566113 | $332.1M | 147 | last filed Q3 2025 |
| Pacifica Partners Inc. | 1799900 | $332.1M | 403 | Q3 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | 2041678 | $332.1M | 104 | last filed Q4 2025 |
| BCS Private Wealth Management, Inc. | 2044001 | $332.1M | 187 | last filed Q2 2026 |
| IFS Advisors, LLC | 1765617 | $331.9M | 463 | Q3 2026 |
| Advantage Alpha Capital Partners LP | 1762344 | $331.9M | 130 | last filed Q3 2025 |
| Precision Wealth Strategies, LLC | 1844197 | $331.8M | 170 | last filed Q2 2026 |
| Prosperitas Financial LLC | 2001016 | $331.8M | 114 | Q3 2026 |
| Legacy Capital Group California, Inc. | 1977092 | $331.8M | 297 | last filed Q2 2026 |
| FDx Advisors, Inc. | 1566601 | $331.7M | 179 | last filed Q2 2026 |