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 27 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| THOMAS STORY & SON LLC | 1505207 | $289.9M | 53 | Q3 2026 |
| SGL Investment Advisors, Inc. | 2043186 | $289.9M | 131 | last filed Q2 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | 2009211 | $289.9M | 133 | Q3 2026 |
| RESOLUTE CAPITAL, LLC | 2069920 | $289.8M | 72 | last filed Q2 2026 |
| KDI CAPITAL PARTNERS LLC | 1052174 | $289.6M | 32 | last filed Q3 2021 |
| BOURNE LENT ASSET MANAGEMENT INC | 1128286 | $289.4M | 65 | last filed Q2 2026 |
| Beaumont Asset Management, L.L.C. | 1798756 | $289.3M | 80 | Q3 2026 |
| Heritage Wealth Management, Inc. /CA/ | 2012170 | $289.3M | 100 | Q3 2026 |
| Choice Wealth Advisors LLC | 1842357 | $289.3M | 35 | Q3 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 1127761 | $289.2M | 177 | last filed Q2 2026 |
| Lion Street Advisors, LLC | 1801991 | $289.0M | 224 | last filed Q3 2025 |
| DRAVO BAY LLC | 1910389 | $289.0M | 51 | last filed Q2 2026 |
| Codex Capital Asset Management L.L.C. | 2030542 | $288.9M | 33 | last filed Q2 2026 |
| Burns Matteson Capital Management, LLC | 1894164 | $288.7M | 191 | Q3 2026 |
| Rainwater Charitable Foundation | 1729139 | $288.7M | 4 | Q3 2026 |
| Hao Advisors Management Ltd | 1657676 | $288.7M | 9 | last filed Q1 2023 |
| Daniels&Tansey,LLP | 1478179 | $288.6M | 27 | last filed Q3 2023 |
| CRUX WEALTH ADVISORS | 2054270 | $288.5M | 192 | last filed Q2 2026 |
| SAXON INTERESTS, INC. | 1905867 | $288.4M | 196 | Q3 2026 |
| Tranquility Partners, LLC | 1783773 | $288.3M | 221 | Q3 2026 |
| STABLEFORD CAPITAL II LLC | 1842089 | $288.3M | 144 | Q3 2026 |
| YANKCOM Partnership | 2036975 | $288.2M | 322 | Q3 2026 |
| AWH Capital, L.P. | 1682475 | $288.2M | 22 | last filed Q2 2026 |
| Obsidian Personal Planning Solutions LLC | 1909128 | $288.0M | 119 | last filed Q3 2025 |
| FWG Holdings, LLC | 1862067 | $288.0M | 127 | last filed Q2 2026 |
| RETIREMENT CAPITAL STRATEGIES | 1672681 | $288.0M | 68 | last filed Q2 2026 |
| 5AM Venture Management, LLC | 1799883 | $287.9M | 16 | last filed Q2 2026 |
| TKG Advisors, LLC | 1843275 | $287.9M | 94 | last filed Q2 2026 |
| First International Bank & Trust | 1910370 | $287.7M | 56 | last filed Q3 2025 |
| Stewardship Financial Advisors, LLC | 1740729 | $287.7M | 93 | last filed Q1 2021 |
| DCM International IV, Ltd | 1440811 | $287.7M | 1 | last filed Q1 2021 |
| Shira Ridge Wealth Management | 1961210 | $287.7M | 83 | Q3 2026 |
| Murphy Pohlad Asset Management LLC | 1569148 | $287.7M | 140 | Q3 2026 |
| Financial Connections Group, Inc. | 1907157 | $287.6M | 239 | last filed Q1 2026 |
| Fernwood Investment Management, LLC | 1570296 | $287.6M | 165 | last filed Q4 2024 |
| Owen LaRue, LLC | 1965328 | $287.6M | 140 | last filed Q2 2026 |
| Cambridge Financial Group, Inc. | 1334199 | $287.4M | 33 | last filed Q2 2026 |
| QTR Family Wealth, LLC | 2067954 | $287.0M | 337 | last filed Q2 2026 |
| Signature Equity Partners, LLC | 2109813 | $286.9M | 1,769 | Q3 2026 |
| OGBORNE CAPITAL MANAGEMENT, LLC | 1619083 | $286.9M | 11 | last filed Q2 2026 |
| Metavasi Capital LP | 1864835 | $286.7M | 24 | last filed Q2 2026 |
| WealthStone, Inc. | 1548784 | $286.7M | 276 | last filed Q1 2021 |
| Wealth Analytics Partners, LLC | 2110717 | $286.7M | 200 | Q3 2026 |
| Mid-American Wealth Advisory Group, Inc. | 1911264 | $286.6M | 74 | Q3 2026 |
| O'ROURKE & COMPANY, Inc | 1911468 | $286.5M | 177 | last filed Q2 2026 |
| HENDLEY & CO INC | 1084207 | $286.5M | 48 | Q3 2026 |
| Brown Financial Advisors | 2035548 | $286.4M | 212 | last filed Q2 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | 1820680 | $286.4M | 34 | Q3 2026 |
| Sphera Management Technology Funds Ltd | 2030525 | $286.3M | 86 | last filed Q2 2026 |
| McNaughton Wealth Management, LLC | 1802691 | $286.2M | 75 | Q3 2026 |
| GARDA CAPITAL PARTNERS LP | 1666905 | $286.2M | 12 | last filed Q2 2026 |
| Juno Financial Group LLC | 2106874 | $286.1M | 72 | Q3 2026 |
| Luken Investment Analytics, LLC | 1730546 | $286.1M | 170 | last filed Q2 2026 |
| Palisades Hudson Asset Management, L.P. | 1388443 | $285.8M | 108 | last filed Q2 2026 |
| Boyd Wealth Management, LLC | 1846114 | $285.7M | 61 | Q3 2026 |
| Adaptive Financial Consulting, LLC | 1804717 | $285.5M | 20 | last filed Q2 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | 2024333 | $285.4M | 125 | last filed Q2 2026 |
| Chris Bulman Inc | 2032404 | $285.3M | 169 | Q3 2026 |
| Montz Harcus Wealth Management LLC | 1918613 | $285.3M | 97 | Q3 2026 |
| Strait & Sound Wealth Management LLC | 1966210 | $285.2M | 163 | last filed Q2 2026 |
| HFM Investment Advisors, LLC | 2067972 | $285.2M | 1,293 | last filed Q2 2026 |
| Blue Investment Partners LLC | 1958029 | $285.1M | 52 | last filed Q2 2025 |
| Agate Pass Investment Management, LLC | 1900409 | $284.9M | 111 | Q3 2026 |
| TD Ameritrade Trust Co | 1568219 | $284.7M | 21 | last filed Q1 2019 |
| FORONJY FINANCIAL LLC | 2040600 | $284.6M | 113 | Q3 2026 |
| Advantage Trust Co | 2009346 | $284.6M | 193 | Q3 2026 |
| Radnor Financial Advisors, LLC | 1660405 | $284.3M | 27 | last filed Q3 2022 |
| FORMULA GROWTH LTD | 1093219 | $284.3M | 145 | last filed Q2 2026 |
| Selby Wealth Management, LLC | 2110725 | $284.3M | 86 | Q3 2026 |
| Towerpoint Wealth, LLC | 1731445 | $284.3M | 110 | Q3 2026 |
| Horan Securities, Inc. | 1671623 | $284.2M | 152 | last filed Q2 2025 |
| Trueblood Wealth Management, LLC | 2005380 | $284.1M | 262 | Q3 2026 |
| SHARIAPORTFOLIO, INC. | 1998574 | $284.1M | 37 | Q3 2026 |
| FIRST FINANCIAL CORP /IN/ | 714562 | $284.1M | 302 | Q3 2026 |
| TRIAD FINANCIAL ADVISORS, INC. | 1925074 | $283.9M | 98 | last filed Q3 2023 |
| FULLCIRCLE WEALTH LLC | 2030910 | $283.9M | 262 | last filed Q3 2025 |
| Bandera Partners LLC | 1399386 | $283.9M | 19 | last filed Q2 2026 |
| MBE Wealth Management, LLC | 1775850 | $283.9M | 174 | Q3 2026 |
| CUMBERLAND ADVISORS INC | 1255435 | $283.8M | 49 | last filed Q2 2026 |
| 1776 Wealth LLC | 1803140 | $283.7M | 152 | last filed Q2 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 1923052 | $283.6M | 96 | last filed Q2 2026 |
| FreeGulliver LLC | 2032561 | $283.6M | 123 | last filed Q2 2026 |
| AMERICAN FINANCIAL GROUP INC | 1042046 | $283.6M | 73 | last filed Q2 2026 |
| Sellwood Investment Partners LLC | 1763958 | $283.6M | 59 | last filed Q2 2026 |
| PATRIOT FINANCIAL PARTNERS GP, LP | 1470261 | $283.5M | 9 | last filed Q2 2025 |
| NavPoint Financial, Inc. | 2009813 | $283.3M | 75 | Q3 2026 |
| Game Creek Capital, LP | 1731132 | $283.3M | 68 | last filed Q2 2026 |
| Day & Ennis, LLC | 1535677 | $283.3M | 124 | last filed Q4 2023 |
| BEACONLIGHT CAPITAL, LLC | 1569537 | $283.3M | 33 | last filed Q2 2026 |
| Flagship Private Wealth, LLC | 1842560 | $282.9M | 115 | last filed Q2 2026 |
| Red Spruce Capital, LLC | 1795356 | $282.9M | 94 | Q3 2026 |
| MENDON CAPITAL ADVISORS CORP | 1177043 | $282.9M | 46 | last filed Q2 2026 |
| Seneca House Advisors | 1731359 | $282.9M | 103 | last filed Q2 2026 |
| Hillcrest Wealth Advisors - NY, LLC | 1767121 | $282.4M | 55 | Q3 2026 |
| G.F.W. Energy XI, L.P. | 1691944 | $282.3M | 1 | last filed Q2 2024 |
| Provident Wealth Management, LLC | 1799797 | $282.2M | 124 | Q3 2026 |
| INTREPID CAPITAL MANAGEMENT INC | 1092838 | $282.1M | 110 | last filed Q2 2026 |
| Values Added Financial LLC | 1973921 | $282.1M | 143 | Q3 2026 |
| Carmichael Hill & Associates, Inc. | 1730295 | $282.0M | 673 | last filed Q3 2024 |
| O'Connor Financial Group LLC | 1973783 | $282.0M | 68 | Q3 2026 |
| Chicago Wealth Management, Inc. | 1592178 | $281.9M | 63 | last filed Q2 2026 |
| Athos Capital Ltd | 1681662 | $281.8M | 38 | last filed Q2 2026 |
| ANB BANK | 2067126 | $281.5M | 123 | Q3 2026 |
| Summit Financial Group, Inc. | 811808 | $281.3M | 190 | last filed Q1 2024 |
| Reynolds Investment Management, Inc. | 1930621 | $281.2M | 100 | last filed Q2 2022 |
| SFG Wealth Management, LLC. | 1908914 | $281.1M | 103 | Q3 2026 |
| ICW Investment Advisors LLC | 1794820 | $281.0M | 143 | Q3 2026 |
| Abich Financial Wealth Management LLC | 2011645 | $280.9M | 655 | last filed Q3 2025 |
| Bigelow Investment Advisors, LLC | 1729516 | $280.8M | 154 | Q3 2026 |
| My Legacy Advisors, LLC | 1767802 | $280.8M | 206 | last filed Q2 2025 |
| Mount Lucas Management LP | 1185072 | $280.7M | 166 | last filed Q2 2026 |
| Houlihan Financial Resource Group, Ltd. | 1802879 | $280.6M | 113 | last filed Q2 2026 |
| ENTREWEALTH, LLC | 2052200 | $280.5M | 151 | Q3 2026 |
| WIN ADVISORS, INC | 1897144 | $280.5M | 75 | last filed Q2 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | 1890698 | $280.5M | 177 | last filed Q2 2026 |
| BBJS FINANCIAL ADVISORS, LLC | 1966040 | $280.4M | 142 | last filed Q3 2024 |
| Onyx Financial Advisors, LLC | 1957840 | $280.3M | 23 | Q3 2026 |
| Employees' Retirement Fund of the City of Fort Worth | 1986812 | $280.1M | 21 | last filed Q2 2026 |
| Plan A Wealth LLC | 2093645 | $280.1M | 203 | Q3 2026 |
| Sagil Capital LLP | 1747744 | $280.0M | 23 | last filed Q2 2026 |
| Insight Folios Inc | 1792942 | $280.0M | 119 | last filed Q3 2024 |
| Clarity Capital Partners LLC | 2012239 | $280.0M | 108 | last filed Q2 2025 |
| Vivid Wealth Management, LLC | 2007281 | $279.8M | 73 | Q3 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | 1906790 | $279.8M | 52 | last filed Q2 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | 1802994 | $279.8M | 79 | Q3 2026 |
| Hubbell Strickland Wealth Management, LLC | 1791555 | $279.7M | 88 | Q3 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | 1173227 | $279.7M | 422 | Q3 2026 |
| Quad-Cities Investment Group, LLC | 1741426 | $279.7M | 213 | Q3 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | 354923 | $279.7M | 25 | Q3 2026 |
| Orange County Employees Retirement System | 2107791 | $279.6M | 2 | last filed Q2 2026 |
| INVENIO WEALTH PARTNERS LLC | 1989341 | $279.6M | 87 | Q3 2026 |
| Keener Financial Planning LLC | 2004495 | $279.6M | 61 | last filed Q2 2026 |
| Mechanics Financial Corp | 1821336 | $279.5M | 296 | last filed Q2 2026 |
| American National Registered Investment Advisor, Inc. | 1518195 | $279.4M | 243 | last filed Q1 2022 |
| Financial Guidance Group, Inc. | 1929349 | $279.4M | 94 | Q3 2026 |
| Brophy Wealth Management, LLC | 2032097 | $279.4M | 212 | last filed Q3 2024 |
| TL Private Wealth | 1802868 | $279.4M | 55 | Q3 2026 |
| Retirement Group, LLC | 1740491 | $279.3M | 846 | last filed Q1 2024 |
| LeJeune Puetz Investment Counsel LLC | 1698146 | $279.2M | 196 | last filed Q1 2023 |
| Martin Capital Partners, LLC | 1731216 | $279.1M | 73 | Q3 2026 |
| REDW Wealth LLC | 1688931 | $279.1M | 104 | last filed Q2 2026 |
| Roubaix Capital, LLC | 1769700 | $278.9M | 50 | last filed Q2 2026 |
| Madden Advisory Services, Inc. | 1542284 | $278.9M | 110 | last filed Q2 2026 |
| My Personal CFO, LLC | 1916366 | $278.8M | 94 | Q3 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | 826794 | $278.8M | 37 | last filed Q2 2026 |
| Ruggaard & Associates LLC | 1971230 | $278.7M | 128 | last filed Q2 2026 |
| Altman Advisors, Inc. | 1731671 | $278.7M | 93 | last filed Q2 2026 |
| Keystone Global Partners, LLC | 1764057 | $278.5M | 60 | Q3 2026 |
| OPTIMIZE FINANCIAL INC. | 2033266 | $278.4M | 294 | last filed Q2 2026 |
| YARGER WEALTH STRATEGIES, LLC | 1908607 | $278.4M | 136 | last filed Q2 2026 |
| Quantum Portfolio Management LLC | 2003672 | $278.3M | 522 | last filed Q2 2026 |
| SHAKER INVESTMENTS LLC/OH | 1009005 | $278.2M | 87 | last filed Q2 2026 |
| Graney & King, LLC | 2051568 | $278.2M | 383 | last filed Q2 2026 |
| FEARNLEY ASSET MANAGEMENT AS | 2056821 | $278.1M | 16 | last filed Q2 2026 |
| Forum Finance Group S.A. | 2133354 | $278.0M | 344 | last filed Q2 2026 |
| Ananym Capital Management, LP | 2037077 | $278.0M | 8 | last filed Q2 2026 |
| Union Square Park Capital Management, LLC | 1666231 | $278.0M | 55 | last filed Q2 2026 |
| Landmark Financial Advisors, LLC | 1641440 | $277.9M | 91 | last filed Q4 2023 |
| WJ Interests, LLC | 1727642 | $277.8M | 23 | Q3 2026 |
| Vision One Management Partners, LP | 1979969 | $277.8M | 8 | last filed Q2 2026 |
| HANOVER ADVISORS INC | 914973 | $277.6M | 122 | last filed Q2 2026 |
| Cordant, Inc. | 1830942 | $277.6M | 353 | last filed Q2 2026 |
| Meritas Wealth Management, LLC | 1990690 | $277.6M | 73 | Q3 2026 |
| TNF LLC | 1849683 | $277.5M | 125 | last filed Q3 2024 |
| Financial Consulate Inc. | 1865938 | $277.4M | 131 | last filed Q2 2021 |
| Prime Buchholz LLC | 2051999 | $277.4M | 40 | last filed Q2 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 1836506 | $277.2M | 147 | Q3 2026 |
| Dupree Financial Group, LLC | 1989251 | $277.2M | 79 | Q3 2026 |
| GABLES CAPITAL MANAGEMENT INC. | 1740839 | $276.9M | 508 | last filed Q2 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | 1766286 | $276.9M | 150 | Q3 2026 |
| Bell Asset Management Ltd | 1681004 | $276.8M | 68 | Q3 2026 |
| Tumwater Wealth Management, LLC | 2034579 | $276.5M | 33 | last filed Q2 2026 |
| Harbor Island Capital LLC | 1730580 | $276.5M | 16 | Q3 2026 |
| Winfield Associates, Inc. | 1569655 | $276.4M | 153 | last filed Q1 2022 |
| Financial Partners Group, LLC | 1965246 | $276.3M | 88 | last filed Q2 2025 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 867926 | $276.3M | 194 | Q3 2026 |
| Christensen, King & Associates Investment Services, Inc. | 2032544 | $276.2M | 121 | Q3 2026 |
| Dean Capital Management | 1455468 | $276.1M | 112 | last filed Q2 2026 |
| Creekside Partners | 2035951 | $276.1M | 193 | last filed Q2 2026 |
| Kilter Group LLC | 2058915 | $276.1M | 1,580 | last filed Q2 2026 |
| WealthCollab, LLC | 2017870 | $276.1M | 969 | last filed Q2 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | 1575151 | $276.1M | 207 | last filed Q2 2026 |
| Islander Capital Partners, L.P. | 2081714 | $275.7M | 13 | last filed Q2 2026 |
| Cowen Prime Services LLC | 1543830 | $275.7M | 167 | last filed Q2 2021 |
| FirstPurpose Wealth LLC | 1913420 | $275.6M | 209 | last filed Q1 2024 |
| Greykasell Wealth Strategies, Inc. | 2041220 | $275.5M | 483 | last filed Q2 2026 |
| Knott David M | 808722 | $275.2M | 150 | last filed Q3 2021 |
| DOPKINS WEALTH MANAGEMENT, LLC | 1904152 | $275.2M | 90 | last filed Q2 2026 |
| Valued Wealth Advisors LLC | 2007175 | $275.2M | 913 | last filed Q2 2026 |
| AAF Wealth Management, LLC | 1726609 | $275.1M | 59 | Q3 2026 |
| Motive Capital Fund I GP, LP | 1845783 | $275.0M | 1 | last filed Q4 2020 |
| SPRENG CAPITAL MANAGEMENT, INC. | 1800913 | $274.9M | 77 | last filed Q2 2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | 1033427 | $274.9M | 41 | Q3 2026 |
| DLK Investment Management, LLC | 2016793 | $274.8M | 99 | Q3 2026 |
| Wills Financial Group LLC | 2059579 | $274.8M | 82 | last filed Q2 2026 |
| Westfuller Advisors, LLC | 2024115 | $274.7M | 765 | last filed Q2 2026 |
| Clarus Wealth Advisors | 1730149 | $274.7M | 86 | Q3 2026 |
| Brahman Capital Corp. | 1014894 | $274.5M | 20 | last filed Q3 2023 |
| Burford Brothers, Inc. | 2001434 | $274.5M | 186 | Q3 2026 |
| SOF Ltd | 1697569 | $274.5M | 1 | last filed Q2 2026 |
| CPV Partners, LLC | 1763844 | $274.4M | 5 | last filed Q2 2026 |
| IMPACTfolio, LLC | 1896447 | $274.4M | 35 | Q3 2026 |
| Financial Planning Navigators CORP | 2102043 | $274.4M | 72 | Q3 2026 |
| Boulder Wealth Advisors, LLC | 1874080 | $274.3M | 35 | last filed Q2 2026 |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1051042 | $274.2M | 123 | last filed Q4 2018 |
| Cloud Capital Management, LLC | 2060492 | $274.1M | 126 | last filed Q2 2026 |
| Lowe Wealth Advisors, LLC | 1574010 | $274.0M | 393 | last filed Q3 2025 |
| Strategic Wealth Management Group, LLC | 1750403 | $274.0M | 122 | last filed Q2 2021 |
| Integrated Capital Management, LLC | 2040070 | $274.0M | 58 | Q3 2026 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1379119 | $273.8M | 220 | last filed Q1 2022 |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 1624809 | $273.7M | 67 | last filed Q4 2023 |
| Meramec Financial Planners, LLC | 2100778 | $273.7M | 550 | last filed Q2 2026 |
| B.A. Schrock Wealth Management, Inc. | 2157691 | $273.7M | 132 | Q3 2026 |
| Kinloch Capital, LLC | 1818557 | $273.7M | 79 | last filed Q2 2026 |
| Parker Financial LLC | 1965668 | $273.5M | 37 | last filed Q2 2026 |
| FSA Wealth Management LLC | 1804256 | $273.5M | 574 | last filed Q3 2025 |
| Missouri Education Pension Trust | 2093346 | $273.4M | 2 | last filed Q2 2026 |
| LGL PARTNERS, LLC | 1653202 | $273.3M | 62 | last filed Q2 2026 |
| Kellett Wealth Advisors, LLC | 1910381 | $273.3M | 106 | Q3 2026 |
| Platform Wealth Management, LLC | 2110622 | $273.3M | 57 | last filed Q2 2026 |
| Arohi Asset Management PTE Ltd. | 2043756 | $273.2M | 7 | last filed Q2 2026 |
| Spouting Rock Asset Management, LLC | 1771174 | $273.2M | 118 | last filed Q4 2023 |
| FF Advisors,LLC | 2011904 | $273.2M | 125 | Q3 2026 |
| Mendel Money Management | 1600585 | $273.1M | 127 | last filed Q2 2026 |
| SB Capital Management Inc | 1302815 | $272.8M | 93 | last filed Q4 2025 |
| MB, LEVIS & ASSOCIATES, LLC | 2065807 | $272.8M | 250 | Q3 2026 |
| Unique Wealth Strategies, LLC | 2009809 | $272.7M | 213 | Q3 2026 |
| Cassady Schiller Wealth Management, LLC | 1904425 | $272.7M | 1,144 | last filed Q4 2024 |
| Lunt Capital Management, Inc. | 1608034 | $272.6M | 90 | last filed Q2 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | 2078069 | $272.5M | 104 | last filed Q2 2026 |
| Alden Global Capital LLC | 1616882 | $272.5M | 19 | last filed Q2 2026 |
| Lakeridge Wealth Management LLC | 2012028 | $272.5M | 188 | last filed Q2 2026 |
| NEW AMSTERDAM PARTNERS LLC/NY | 1010232 | $272.4M | 108 | last filed Q1 2019 |
| Peirce Capital Management, LLC | 2008166 | $272.2M | 47 | Q3 2026 |
| Evolution Advisers, Inc. | 1906967 | $272.1M | 943 | last filed Q2 2026 |
| ARWA LLC | 2113621 | $271.9M | 145 | Q3 2026 |
| FMB WEALTH MANAGEMENT | 2040224 | $271.8M | 74 | last filed Q2 2026 |
| Leonetti & Associates, LLC | 1434689 | $271.8M | 33 | last filed Q4 2018 |
| Silver Lake Advisory, LLC | 1596055 | $271.6M | 105 | Q3 2026 |
| Leslie Global Wealth, LLC | 1954832 | $271.6M | 90 | Q3 2026 |
| Ridgewood Investments LLC | 1703556 | $271.3M | 217 | Q3 2026 |
| Long Road Investment Counsel, LLC | 1620081 | $271.3M | 80 | last filed Q2 2026 |
| Bernard Wealth Management Corp. | 2056313 | $271.3M | 325 | last filed Q2 2026 |
| Eurizon SLJ Capital Ltd | 2107309 | $271.2M | 172 | last filed Q2 2026 |
| AGF Investments America Inc. | 1591590 | $270.8M | 28 | last filed Q3 2022 |
| M1 Capital Management LLC | 1976157 | $270.8M | 113 | last filed Q2 2026 |
| Guerra Advisors Inc | 2055363 | $270.7M | 930 | last filed Q3 2025 |
| Reliant Investment Management, LLC | 1517429 | $270.6M | 55 | Q3 2026 |
| Integrity Wealth Solutions LLC | 2006918 | $270.6M | 129 | last filed Q2 2026 |
| KALEIDOSCOPE CAPITAL LP | 1702912 | $270.6M | 16 | last filed Q2 2026 |