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 29 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| WJ Wealth Management, LLC | 1801674 | $253.4M | 80 | last filed Q2 2026 |
| Ergawealth Advisors, Inc. | 1973209 | $253.4M | 53 | Q3 2026 |
| Dogwood Wealth Management LLC | 2056922 | $253.4M | 851 | last filed Q2 2026 |
| DCM Advisors, LLC | 1839498 | $253.3M | 38 | last filed Q2 2026 |
| EMC Capital Management | 1847772 | $253.3M | 53 | last filed Q2 2026 |
| Davidson Kahn Capital Management, LLC | 2055535 | $253.1M | 69 | Q3 2026 |
| DAVIDSON TRUST CO | 1133119 | $253.0M | 183 | Q3 2026 |
| Granite Harbor Advisors, Inc. | 1967456 | $252.9M | 132 | last filed Q2 2026 |
| Finer Wealth Management, Inc. | 1929071 | $252.9M | 92 | Q3 2026 |
| Brentview Investment Management LLC | 2052564 | $252.7M | 63 | last filed Q2 2026 |
| OPTIMA CAPITAL LLC | 2070972 | $252.7M | 161 | Q3 2026 |
| Central Asset Investments & Management Holdings (HK) Ltd | 1583672 | $252.7M | 17 | last filed Q2 2026 |
| Empire Financial Management Company, LLC | 1971875 | $252.5M | 139 | last filed Q2 2026 |
| CLEARARC CAPITAL INC | 1167553 | $252.5M | 299 | last filed Q4 2019 |
| Darden Wealth Group Inc | 2011221 | $252.3M | 155 | last filed Q2 2026 |
| Visionary Asset Management, Inc. | 1541666 | $252.3M | 129 | last filed Q4 2018 |
| CHI Advisors LLC | 1791468 | $252.3M | 26 | last filed Q3 2023 |
| HUTNER CAPITAL MANAGEMENT INC | 944733 | $252.1M | 43 | last filed Q2 2026 |
| OPTIMUM INVESTMENT ADVISORS | 1037763 | $252.1M | 612 | last filed Q3 2025 |
| MW ADVISORY, LLC | 2149104 | $252.0M | 152 | Q3 2026 |
| Rainier Group Investment Advisory LLC | 1424116 | $252.0M | 72 | last filed Q3 2020 |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 892914 | $251.9M | 18 | last filed Q3 2021 |
| Cornerstone Wealth Partners, LLC | 2109292 | $251.8M | 13 | Q3 2026 |
| NinePointTwo Capital LLC | 1824516 | $251.8M | 249 | last filed Q4 2023 |
| Kintayl Capital LP | 2032385 | $251.7M | 61 | last filed Q2 2026 |
| Pennsylvania State University | 2134719 | $251.7M | 3 | Q3 2026 |
| Applied Capital LLC/FL | 1965393 | $251.6M | 93 | Q3 2026 |
| Aurelius Family Office LLC | 2053738 | $251.6M | 50 | Q3 2026 |
| GEM Asset Management, LLC | 1963319 | $251.6M | 114 | Q3 2026 |
| KIECKHEFER GROUP LLC | 2051613 | $251.5M | 62 | Q3 2026 |
| Unifi Asset Management LP | 2048100 | $251.4M | 61 | last filed Q2 2026 |
| Regency Capital Management Inc.\DE | 1863894 | $251.4M | 64 | last filed Q2 2026 |
| Client First Capital LLC | 1822065 | $251.3M | 33 | Q3 2026 |
| Norris Financial Group, LLC | 2129318 | $251.3M | 82 | last filed Q2 2026 |
| Tandem Wealth Advisors LLC | 1842557 | $251.2M | 48 | last filed Q2 2026 |
| MOR Wealth Management, LLC | 2092389 | $251.2M | 122 | last filed Q2 2026 |
| TEALWOOD ASSET MANAGEMENT INC | 1164062 | $251.1M | 122 | Q3 2026 |
| Claraphi Advisory Network, LLC | 1724134 | $251.1M | 157 | last filed Q4 2022 |
| HRC WEALTH MANAGEMENT, LLC | 2009521 | $251.0M | 69 | Q3 2026 |
| Visionary Horizons, LLC | 2003615 | $251.0M | 144 | Q3 2026 |
| Aufman Associates Inc | 1801573 | $250.9M | 67 | last filed Q2 2026 |
| Compass Wealth Management, LLC/GA | 2076480 | $250.9M | 74 | last filed Q2 2026 |
| Saraza Management, LP | 1894188 | $250.9M | 19 | last filed Q2 2026 |
| ABOUND FINANCIAL, LLC | 2024264 | $250.8M | 297 | last filed Q2 2026 |
| Ballast Asset Management, LP | 1998389 | $250.7M | 53 | last filed Q2 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | 2011352 | $250.6M | 74 | last filed Q2 2026 |
| Sherborne Investors Management LP | 1406672 | $250.6M | 1 | last filed Q2 2026 |
| Taylor Securities Services, Inc. | 2115182 | $250.5M | 59 | Q3 2026 |
| Darrow Company, Inc. | 1908169 | $250.3M | 58 | Q3 2026 |
| GoalFusion Wealth Management, LLC | 1895678 | $250.1M | 34 | Q3 2026 |
| UNION SAVINGS BANK | 1985855 | $250.1M | 326 | Q3 2026 |
| Jupiter Wealth Management LLC | 1774207 | $250.0M | 93 | last filed Q2 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | 2112280 | $249.7M | 217 | Q3 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | 2010095 | $249.6M | 65 | Q3 2026 |
| BROGAN FINANCIAL, INC. | 1889918 | $249.5M | 64 | last filed Q2 2026 |
| MOTIVE WEALTH ADVISORS | 1877093 | $249.5M | 102 | Q3 2026 |
| DIXON FNANCIAL SERVICES, INC. | 1909993 | $249.4M | 48 | Q3 2026 |
| Fox Hill Wealth Management | 2016110 | $249.4M | 120 | last filed Q2 2026 |
| Green Ridge Wealth Planning LLC | 2117069 | $249.2M | 87 | Q3 2026 |
| IVC Wealth Advisors LLC | 1842811 | $249.2M | 166 | Q3 2026 |
| XXI WEALTH, LLC | 2047463 | $249.1M | 243 | Q3 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | 2016972 | $249.1M | 160 | Q3 2026 |
| SALZHAUER MICHAEL | 1059543 | $249.1M | 75 | Q3 2026 |
| Aletheian Wealth Advisors LLC | 1922281 | $249.1M | 113 | Q3 2026 |
| VPR Management LLC | 1894203 | $249.0M | 66 | last filed Q2 2026 |
| MKA Charitable Fund | 2010351 | $249.0M | 1 | Q3 2026 |
| Rising Stella Capital Pte. Ltd | 2113017 | $249.0M | 3 | last filed Q2 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2043130 | $249.0M | 151 | last filed Q2 2026 |
| SCHULHOFF & CO INC | 1080197 | $249.0M | 134 | last filed Q2 2026 |
| Independent Family Office, LLC | 1756485 | $248.9M | 85 | last filed Q2 2026 |
| Cascade Wealth Advisors, Inc | 2018936 | $248.9M | 61 | last filed Q2 2026 |
| Windle Wealth, LLC | 1963452 | $248.9M | 35 | last filed Q2 2026 |
| BlackDiamond Wealth Management, LLC | 1903059 | $248.9M | 226 | last filed Q2 2026 |
| Jenkins Wealth | 1666667 | $248.8M | 75 | last filed Q4 2022 |
| FOGEL CAPITAL MANAGEMENT, INC. | 2011427 | $248.7M | 57 | last filed Q2 2026 |
| SWARTHMORE GROUP INC | 1019531 | $248.7M | 46 | last filed Q2 2022 |
| STUART INVESTMENT ADVISORS, INC. | 1910180 | $248.6M | 21 | last filed Q2 2026 |
| Rockingstone Advisors LLC | 2027176 | $248.6M | 112 | Q3 2026 |
| Alpha Family Trust | 1568991 | $248.6M | 200 | last filed Q2 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | 2044420 | $248.6M | 152 | last filed Q2 2026 |
| BKS ADVISORS, LLC | 1634865 | $248.5M | 209 | last filed Q1 2019 |
| VISTA INVESTMENT PARTNERS II, LLC | 2035219 | $248.4M | 158 | Q3 2026 |
| Pavion Blue Capital, LLC | 1792565 | $248.4M | 111 | last filed Q2 2026 |
| Steelhead Wealth Management LLC | 2140776 | $248.4M | 96 | last filed Q2 2026 |
| Cobblestone Asset Management LLC | 1994512 | $248.2M | 77 | Q3 2026 |
| Massachusetts Wealth Management | 1966011 | $248.1M | 96 | Q3 2026 |
| Fairfield Financial Advisors, LTD | 2033232 | $248.1M | 71 | Q3 2026 |
| FORTE ASSET MANAGEMENT LLC | 1927129 | $248.0M | 76 | Q3 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | 1797135 | $248.0M | 96 | last filed Q2 2026 |
| Cunning Capital Partners, LP | 1571075 | $247.8M | 55 | last filed Q2 2026 |
| True Blue (BVI) Ltd | 2011315 | $247.8M | 3 | last filed Q2 2026 |
| LYNX CAPITAL GROUP LTD /ADV | 1013287 | $247.7M | 91 | last filed Q2 2026 |
| WealthOne, LLC | 1763608 | $247.6M | 85 | last filed Q3 2023 |
| I.G.Y. Ltd | 1811472 | $247.6M | 3 | Q3 2026 |
| Elite Financial, Inc. | 2059349 | $247.6M | 55 | last filed Q2 2026 |
| Transcendent Capital Group LLC | 2013703 | $247.5M | 118 | Q3 2026 |
| North Berkeley Wealth Management, LLC | 2062383 | $247.4M | 77 | last filed Q2 2026 |
| Jackson Square Partners, LLC | 1605911 | $247.3M | 47 | last filed Q3 2025 |
| InvesTrust | 2050848 | $247.2M | 91 | Q3 2026 |
| Kaufman Rossin Wealth, LLC | 2049750 | $247.1M | 180 | Q3 2026 |
| Wealthcare Capital Partners, LLC | 2053307 | $247.1M | 168 | Q3 2026 |
| Capstone Capital Management Ltd | 2069260 | $247.1M | 150 | Q3 2026 |
| Torque Asset Management LLC | 2011256 | $247.0M | 11 | last filed Q2 2026 |
| Fairfield University | 1717825 | $247.0M | 4 | last filed Q2 2026 |
| Trademark Financial Management, LLC | 2011736 | $246.9M | 108 | Q3 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 1769578 | $246.8M | 74 | last filed Q2 2026 |
| MITCHELL SINKLER & STARR/PA | 1048921 | $246.8M | 155 | Q3 2026 |
| Tribune Investment Group LP | 2000730 | $246.7M | 34 | last filed Q2 2026 |
| GARRISON POINT ADVISORS, LLC | 1767107 | $246.6M | 176 | last filed Q2 2026 |
| MN Wealth Advisors, LLC | 1992972 | $246.5M | 140 | Q3 2026 |
| TTP Investments, Inc. | 1682576 | $246.5M | 30 | last filed Q2 2026 |
| American State Bank (Iowa) | 2122473 | $246.5M | 139 | last filed Q2 2026 |
| MIK Capital, LP | 1785981 | $246.5M | 39 | last filed Q3 2021 |
| Point View Wealth Management, Inc. | 1408103 | $246.5M | 275 | last filed Q4 2020 |
| Harold Davidson & Associates Inc. | 1430022 | $246.4M | 65 | Q3 2026 |
| Archon Capital Management LLC | 1398825 | $246.3M | 43 | last filed Q2 2026 |
| Unison Asset Management LLC | 1840755 | $246.2M | 32 | last filed Q2 2026 |
| Midwest Capital Advisors, LLC | 2026480 | $246.2M | 210 | last filed Q2 2026 |
| ADE, LLC | 1845950 | $246.1M | 97 | Q3 2026 |
| Sound Stewardship, LLC | 1998101 | $246.1M | 76 | Q3 2026 |
| PFS Partners, LLC | 2002654 | $246.1M | 604 | Q3 2026 |
| Fortune 45 LLC | 1918707 | $246.0M | 35 | Q3 2026 |
| Higgins & Schmidt Wealth Strategies LLC | 1941260 | $246.0M | 66 | Q3 2026 |
| BOYUM WEALTH ARCHITECTS LLC | 2068635 | $246.0M | 68 | Q3 2026 |
| NorthStar Asset Management LLC /NJ/ | 2011587 | $246.0M | 106 | last filed Q2 2026 |
| POSTROCK PARTNERS LLC | 2053668 | $245.9M | 78 | last filed Q2 2026 |
| Socha Financial Group, LLC | 1967966 | $245.9M | 14 | last filed Q2 2026 |
| Victrix Investment Advisors | 2055229 | $245.9M | 73 | Q3 2026 |
| Warburton Capital Management, LLC | 2054795 | $245.9M | 74 | last filed Q2 2026 |
| LCC Family Corp. | 2080628 | $245.7M | 1 | last filed Q2 2026 |
| MAD RIVER INVESTORS | 1384484 | $245.7M | 30 | Q3 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1730521 | $245.6M | 143 | Q3 2026 |
| P2 Capital Partners, LLC | 1406313 | $245.6M | 12 | last filed Q2 2026 |
| Taylor Hoffman Wealth Management | 1727762 | $245.5M | 111 | last filed Q2 2024 |
| First Bancorp, Inc /ME/ | 765207 | $245.5M | 565 | Q3 2026 |
| Beaton Management Co. Inc. | 1714678 | $245.4M | 157 | last filed Q2 2026 |
| STAR Financial Bank | 1965329 | $245.4M | 109 | last filed Q2 2026 |
| Gray Private Wealth, LLC | 1928877 | $245.4M | 64 | Q3 2026 |
| Cooper Capital Advisors LLC | 1957878 | $245.3M | 47 | Q3 2026 |
| WESTBOURNE INVESTMENTS, INC. | 932929 | $245.2M | 149 | last filed Q2 2026 |
| SimpliFi, Inc. | 1716983 | $245.2M | 45 | Q3 2026 |
| Next Level Wealth Planning, LLC | 2044208 | $245.2M | 519 | Q3 2026 |
| TRUSTEES OF GENERAL ELECTRIC PENSION TRUST | 902967 | $245.2M | 2 | last filed Q3 2023 |
| BostonPremier Wealth LLC | 2053783 | $245.1M | 85 | Q3 2026 |
| TABLEAUX LLC | 2060663 | $245.0M | 123 | Q3 2026 |
| Maxwell Wealth Strategies Inc. | 1993410 | $244.9M | 110 | last filed Q4 2024 |
| Enterprise Financial Services Corp | 1025835 | $244.9M | 184 | last filed Q2 2026 |
| WESTPORT ASSET MANAGEMENT INC | 811454 | $244.9M | 80 | last filed Q2 2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV | 811407 | $244.9M | 36 | Q3 2026 |
| Ring Mountain Capital, LLC | 2051343 | $244.9M | 112 | Q3 2026 |
| Sentinel Advisory Group, LLC | 2118181 | $244.8M | 58 | Q3 2026 |
| AMERIFLEX GROUP, INC. | 2057637 | $244.7M | 1,574 | last filed Q2 2026 |
| Turning Point Benefit Group, Inc. | 2008513 | $244.6M | 106 | Q3 2026 |
| C M BIDWELL & ASSOCIATES LTD | 1091860 | $244.6M | 494 | last filed Q2 2026 |
| Spectrum Investment Advisors, Inc. | 1856042 | $244.6M | 76 | last filed Q2 2026 |
| Flow State Investments, L.P. | 1850755 | $244.5M | 44 | last filed Q3 2024 |
| P SCHOENFELD ASSET MANAGEMENT LP | 1040198 | $244.5M | 27 | last filed Q2 2026 |
| Ravenstone Capital Management Inc. | 2086041 | $244.4M | 54 | last filed Q2 2026 |
| Aspect Management, LLC | 2111529 | $244.4M | 1 | last filed Q2 2026 |
| POTENTIA WEALTH | 2052308 | $244.2M | 60 | last filed Q2 2026 |
| DOVER ADVISORS, LLC | 1964541 | $244.2M | 153 | last filed Q2 2026 |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 1546790 | $244.2M | 6 | last filed Q2 2026 |
| 8VC AI Fund I MM, LLC | 2022694 | $244.2M | 1 | last filed Q2 2026 |
| Deane Retirement Strategies, Inc. | 1659346 | $244.1M | 53 | Q3 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | 1710666 | $244.1M | 16 | last filed Q2 2026 |
| Georgetown University | 1730469 | $244.0M | 11 | last filed Q2 2026 |
| Richardson Capital Management LLC | 1621646 | $243.9M | 264 | Q3 2026 |
| Second Half Financial Partners, LLC | 1946654 | $243.9M | 109 | last filed Q2 2026 |
| Baldrige Asset Management LLC | 1761742 | $243.8M | 395 | last filed Q1 2023 |
| Sterling Group Wealth Management, LLC | 1852307 | $243.7M | 62 | last filed Q2 2026 |
| Grey Rock Energy Management, LLC | 2053459 | $243.7M | 1 | last filed Q2 2026 |
| Norway Savings Bank | 1692227 | $243.7M | 103 | Q3 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 894309 | $243.7M | 321 | last filed Q2 2026 |
| Powers Capital, LLC | 2056287 | $243.7M | 2 | last filed Q2 2026 |
| Allodium Investment Consultants, LLC | 2052983 | $243.5M | 56 | Q3 2026 |
| MRWM Advisors, LLC | 1732949 | $243.3M | 80 | last filed Q2 2026 |
| Tejara Capital Ltd | 1879713 | $243.3M | 66 | last filed Q2 2026 |
| HNA Capital Group Co., Ltd. | 1707885 | $243.3M | 1 | last filed Q4 2018 |
| JNE Partners LLP | 1770120 | $243.2M | 6 | last filed Q2 2026 |
| Pflug Koory, LLC | 1740063 | $242.9M | 424 | Q3 2026 |
| GREENBERG FINANCIAL GROUP | 946626 | $242.9M | 111 | last filed Q4 2025 |
| NewGen Asset Management Ltd | 1845012 | $242.7M | 33 | last filed Q2 2026 |
| Legacy Wealth Managment, LLC/ID | 2045082 | $242.7M | 193 | last filed Q2 2026 |
| Councilor Wealth, LLC | 2052759 | $242.7M | 87 | Q3 2026 |
| THREADGILL FINANCIAL, LLC | 1814104 | $242.6M | 36 | last filed Q2 2026 |
| VVR Holdings LLC | 2070884 | $242.6M | 41 | Q3 2026 |
| One William Street Capital Management, L.P. | 1534300 | $242.5M | 14 | last filed Q2 2026 |
| Pacific Sun Financial Corp | 947517 | $242.5M | 219 | last filed Q2 2026 |
| Selway Asset Management | 1080523 | $242.4M | 75 | last filed Q1 2025 |
| Eukles Asset Management | 1632553 | $242.4M | 228 | last filed Q2 2026 |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 1764144 | $242.4M | 54 | last filed Q4 2021 |
| Alpha Paradigm Partners, LLC | 1818309 | $242.3M | 464 | last filed Q4 2022 |
| WORLD EQUITY GROUP, INC. | 878770 | $242.2M | 256 | Q3 2026 |
| DoubleLine ETF Adviser LP | 1959989 | $242.2M | 170 | last filed Q2 2026 |
| Finley Financial, LLC | 2047823 | $242.0M | 107 | Q3 2026 |
| TrueWealth Financial Partners | 1908108 | $242.0M | 28 | last filed Q2 2026 |
| 93 Financial Group, LLC | 2112320 | $242.0M | 8 | Q3 2026 |
| Royalty Pharma Sub-Manager, LLC | 2081668 | $241.9M | 4 | last filed Q2 2026 |
| Worth Financial Advisory Group, LLC | 1964358 | $241.8M | 197 | Q3 2026 |
| Unconventional Investor, LLC | 1910387 | $241.8M | 49 | last filed Q2 2026 |
| Arcus Capital Partners, LLC | 1651960 | $241.7M | 108 | last filed Q2 2026 |
| Thayer Partners, LLC / MA | 2010185 | $241.6M | 100 | last filed Q2 2026 |
| Junk Investment Group, LLC | 2112570 | $241.5M | 98 | Q3 2026 |
| Curry Webb Wealth Management LLC | 2060114 | $241.5M | 67 | Q3 2026 |
| PACK Private Wealth, LLC | 1907212 | $241.5M | 61 | last filed Q2 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | 1549408 | $241.4M | 41 | last filed Q2 2026 |
| NIA IMPACT ADVISORS, LLC | 1815217 | $241.4M | 72 | last filed Q2 2026 |
| Bullock Wealth Management Group | 2067581 | $241.2M | 628 | Q3 2026 |
| Riverstone Advisors, LLC | 1763404 | $241.1M | 85 | last filed Q2 2026 |
| Financial Avengers, Inc. | 1844393 | $241.1M | 155 | last filed Q2 2026 |
| Old North State Wealth Management, LLC | 2041262 | $241.0M | 108 | Q3 2026 |
| Westhampton Capital, LLC | 1639997 | $241.0M | 131 | last filed Q2 2026 |
| Pearl Planning LLC | 2100519 | $241.0M | 61 | Q3 2026 |
| Reflection Asset Management | 2108398 | $241.0M | 154 | Q3 2026 |
| Plotkin Financial Advisors, LLC | 1826394 | $241.0M | 110 | last filed Q2 2026 |
| GOLDEN GATE PRIVATE EQUITY, INC. | 1548997 | $241.0M | 2 | last filed Q3 2023 |
| Boit C F David | 1308331 | $241.0M | 106 | Q3 2026 |
| Frederick Financial Consultants, LLC | 2055328 | $240.9M | 128 | Q3 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | 2047860 | $240.8M | 87 | Q3 2026 |
| Foundry Financial Group, Inc. | 2007960 | $240.8M | 83 | Q3 2026 |
| Third Security, LLC | 1542294 | $240.8M | 19 | last filed Q3 2022 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 2022427 | $240.8M | 497 | last filed Q2 2026 |
| Wingate Wealth Advisors, Inc. | 2041800 | $240.7M | 128 | Q3 2026 |
| Avos Capital Management, LLC | 1948622 | $240.7M | 22 | last filed Q2 2026 |
| Hanwha Asset Management Co., Ltd. | 1965871 | $240.6M | 1 | last filed Q2 2025 |
| IRON Financial LLC | 1595509 | $240.6M | 148 | Q3 2026 |
| Arch Global Advisors, LLC | 2126837 | $240.5M | 59 | Q3 2026 |
| Privium Fund Management (UK) Ltd | 1845773 | $240.4M | 29 | last filed Q2 2026 |
| DEFINE FINANCIAL, LLC | 2021320 | $240.4M | 52 | Q3 2026 |
| Masso Torrence Wealth Management Inc. | 1903153 | $240.3M | 108 | last filed Q3 2025 |
| St. Louis Financial Planners Asset Management, LLC | 1966171 | $240.3M | 61 | Q3 2026 |
| Red Tortoise LLC | 1910488 | $240.3M | 590 | last filed Q1 2026 |
| LFG Wealth Partners, LLC | 2044171 | $240.1M | 105 | Q3 2026 |
| Clarity Capital Advisors, LLC | 2011219 | $240.0M | 94 | Q3 2026 |
| GRAND WEALTH MANAGEMENT, LLC | 1939443 | $239.9M | 49 | last filed Q2 2026 |
| Corecam Pte. Ltd. | 2106977 | $239.9M | 79 | Q3 2026 |
| LCW Services, LLC | 2110690 | $239.7M | 41 | Q3 2026 |
| Enterprise Trust & Investment Co | 1777127 | $239.5M | 359 | last filed Q2 2022 |
| GPM Growth Investors, Inc. | 1799367 | $239.5M | 43 | last filed Q2 2026 |
| CATALYST PRIVATE WEALTH, LLC | 1831193 | $239.5M | 106 | Q3 2026 |
| Brown Financial Advisory | 1843853 | $239.4M | 49 | last filed Q2 2026 |
| Cerity Partners Retirement Plan Advisors LLC | 2128338 | $239.4M | 34 | last filed Q2 2026 |
| Koesten, Hirschmann & Crabtree, INC. | 1963421 | $239.4M | 54 | Q3 2026 |
| Econ Financial Services Corp | 1659718 | $239.1M | 85 | Q3 2026 |
| Olistico Wealth, LLC | 1962695 | $239.1M | 354 | Q3 2026 |
| R. W. Roge & Company, Inc. | 1800745 | $239.1M | 68 | last filed Q2 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | 2022456 | $239.0M | 72 | Q3 2026 |
| CNA FINANCIAL CORP | 21175 | $239.0M | 18 | last filed Q2 2026 |
| BRIGHTON SECURITIES CORP. | 14213 | $239.0M | 48 | Q3 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1860132 | $239.0M | 89 | Q3 2026 |