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 34 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Sun Mountain Capital Ltd | 1636044 | $184.2M | 2 | last filed Q2 2026 |
| Tacita Capital Inc | 1846287 | $184.2M | 214 | last filed Q2 2026 |
| Mountain Hill Investment Partners Corp. | 2055557 | $184.2M | 168 | Q3 2026 |
| Fidato Wealth LLC | 1711360 | $184.1M | 31 | Q3 2026 |
| FUTURE YOU WEALTH LLC | 2055142 | $184.1M | 58 | last filed Q2 2025 |
| Sterling Wealth Advisors Inc | 1943937 | $184.0M | 20 | last filed Q2 2026 |
| WFA Asset Management Corp | 1994434 | $184.0M | 196 | last filed Q3 2025 |
| Triavera Capital LLC | 2011325 | $183.8M | 15 | last filed Q2 2026 |
| BXM Wealth LLC | 2052379 | $183.8M | 163 | last filed Q2 2026 |
| Global Wealth Management, LLC | 2039738 | $183.8M | 47 | Q3 2026 |
| Hitchwood Capital Management LP | 1611613 | $183.8M | 19 | last filed Q1 2023 |
| Legend Capital Advisors LLC | 2111719 | $183.8M | 62 | last filed Q2 2026 |
| Menard Financial Group LLC | 1803156 | $183.7M | 80 | last filed Q2 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | 917579 | $183.7M | 40 | last filed Q2 2026 |
| Index Venture Growth Associates II Ltd | 1736898 | $183.7M | 2 | last filed Q3 2019 |
| Integer Wealth Advisors Group LLC | 1802098 | $183.6M | 81 | last filed Q1 2021 |
| RETIREMENT PLANNING GROUP, LLC / NY | 2057004 | $183.5M | 108 | last filed Q2 2026 |
| Dale Q Rice Investment Management Ltd | 2041427 | $183.5M | 68 | Q3 2026 |
| TPB WEALTH ADVISORS | 1719203 | $183.5M | 37 | last filed Q1 2023 |
| Alpha Wealth Funds, LLC | 2059327 | $183.4M | 63 | last filed Q2 2026 |
| Motiv8 Investments LLC | 2024873 | $183.4M | 905 | last filed Q4 2025 |
| MCGUIRE CAPITAL ADVISORS INC | 2112006 | $183.3M | 915 | last filed Q2 2026 |
| Cascade Investment Advisors, Inc. | 1681490 | $183.3M | 113 | last filed Q2 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | 1599275 | $183.3M | 15 | Q3 2026 |
| Rainsberger Wealth Advisors, Inc. | 1912314 | $183.3M | 69 | last filed Q4 2023 |
| Caitlin John, LLC | 2010947 | $183.2M | 1,000 | last filed Q2 2026 |
| Forrestal Agricultural Corp | 1909343 | $183.2M | 1 | last filed Q4 2021 |
| CAERUS INVESTORS, LLC | 1729932 | $183.1M | 47 | last filed Q1 2019 |
| Kuhn & Co Investment Counsel | 2011958 | $183.1M | 161 | Q3 2026 |
| OPUS INVESTMENT MANAGEMENT INC | 1097833 | $183.0M | 31 | last filed Q2 2026 |
| BUSH INVESTMENT GROUP, LLC | 1966640 | $183.0M | 38 | last filed Q1 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | 2044575 | $182.9M | 64 | Q3 2026 |
| Pillar Financial Advisors, LLC | 2054958 | $182.8M | 113 | Q3 2026 |
| Claris Financial LLC | 2060278 | $182.8M | 177 | last filed Q1 2026 |
| Tevis Investment Management | 1940416 | $182.8M | 104 | last filed Q2 2026 |
| Cannon Wealth Management Services, LLC | 2043725 | $182.8M | 99 | last filed Q2 2026 |
| Passumpsic Savings Bank | 2023170 | $182.7M | 90 | last filed Q4 2025 |
| TB Capital Gestao de Recursos Ltda. | 2077092 | $182.7M | 19 | last filed Q2 2026 |
| Solano Wealth Management, Inc. | 1978905 | $182.6M | 31 | last filed Q2 2024 |
| Robinson Value Management, Ltd. | 1694283 | $182.6M | 77 | Q3 2026 |
| DecisionMap Wealth Management, LLC | 2001526 | $182.6M | 139 | Q3 2026 |
| XP Advisory US, Inc. | 2147967 | $182.6M | 81 | last filed Q2 2026 |
| Legacies Wealth LLC | 1755933 | $182.6M | 109 | last filed Q2 2026 |
| Darwins River Capital, LP | 2064978 | $182.4M | 26 | last filed Q2 2026 |
| Fee-Only Financial Planning, L.C. | 1954044 | $182.3M | 43 | Q3 2026 |
| Forbes Financial Planning, Inc. | 1911316 | $182.3M | 38 | Q3 2026 |
| Ridgepath Capital Management LLC | 1943071 | $182.2M | 58 | Q3 2026 |
| Magnolia Private Wealth, LLC | 2055130 | $182.2M | 153 | last filed Q2 2026 |
| First National Bank of Hutchinson | 1313871 | $182.1M | 90 | last filed Q2 2026 |
| CROWN ADVISORS MANAGEMENT, INC. | 1733248 | $182.1M | 43 | last filed Q2 2026 |
| EQ WEALTH ADVISORS, LLC | 2047572 | $182.0M | 57 | last filed Q2 2026 |
| Fosse Capital Partners LLP | 1789908 | $182.0M | 3 | last filed Q2 2026 |
| Taylor Financial Group, Inc. | 2012516 | $181.9M | 103 | last filed Q2 2026 |
| Elevate Capital Advisors, LLC | 1909571 | $181.9M | 77 | last filed Q2 2026 |
| Lagoda Investment Management, L.P. | 1632108 | $181.9M | 25 | last filed Q2 2026 |
| TLW Wealth Management, LLC | 1767217 | $181.8M | 23 | Q3 2026 |
| Prairie Sky Financial Group LLC | 1985274 | $181.8M | 71 | last filed Q2 2025 |
| PERSPECTIVE WEALTH ADVISORS LLC | 2080427 | $181.8M | 70 | last filed Q2 2026 |
| AMES NATIONAL CORP | 1132651 | $181.8M | 69 | last filed Q2 2026 |
| Charter Oak Advisors LP | 2022905 | $181.8M | 14 | last filed Q2 2026 |
| Fiduciary Wealth Partners, LLC | 1666504 | $181.7M | 69 | last filed Q2 2026 |
| BNB Wealth Management, LLC | 2111175 | $181.6M | 94 | Q3 2026 |
| SCALAR GAUGE MANAGEMENT, LLC | 1965542 | $181.6M | 27 | last filed Q2 2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 869772 | $181.5M | 19 | last filed Q2 2026 |
| Brewster Financial Planning LLC | 1898145 | $181.5M | 31 | Q3 2026 |
| Addis & Hill, Inc | 2016470 | $181.5M | 29 | Q3 2026 |
| Ledgewood Wealth Advisors, LLC | 2064043 | $181.5M | 73 | Q3 2026 |
| Rayburn West Financial Services LLC | 2107467 | $181.4M | 81 | last filed Q2 2026 |
| New Vernon Capital Holdings II LLC | 1512538 | $181.4M | 73 | last filed Q2 2026 |
| TI-TRUST, INC | 1802284 | $181.4M | 134 | Q3 2026 |
| Gabalex Capital Management LLC | 1454423 | $181.3M | 17 | last filed Q3 2022 |
| Integras Partners LLC | 2055384 | $181.2M | 100 | last filed Q2 2026 |
| Argo Wealth Advisory, LLC | 2104895 | $181.2M | 50 | last filed Q2 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | 1808179 | $181.2M | 100 | Q3 2026 |
| Dean, Jacobson Financial Services, LLC | 1869456 | $181.2M | 23 | Q3 2026 |
| Nova Wealth Management, Inc. | 2051980 | $181.2M | 570 | last filed Q2 2026 |
| Daviman Financial, LLC | 2104394 | $181.1M | 92 | last filed Q2 2026 |
| Grafton Street Partners Management Company, LLC | 1923769 | $181.1M | 10 | last filed Q2 2026 |
| Meixler Investment Management, Ltd. | 1911615 | $181.1M | 89 | last filed Q2 2026 |
| Gaddis Premier Wealth Advisors LLC | 2087873 | $181.0M | 108 | Q3 2026 |
| Torch Wealth Management LLC | 1598898 | $181.0M | 111 | last filed Q4 2019 |
| WealthTrust Asset Management, LLC | 1867894 | $180.9M | 106 | Q3 2026 |
| Canandaigua National Trust Co of Florida | 1471384 | $180.9M | 143 | Q3 2026 |
| Holcombe Financial, Inc. | 2056177 | $180.8M | 51 | Q3 2026 |
| My Portfolio Guide, LLC | 2132204 | $180.8M | 166 | last filed Q1 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2016209 | $180.8M | 57 | last filed Q2 2026 |
| WORMSER FRERES GESTION | 2051288 | $180.8M | 71 | Q3 2026 |
| Innovative Wealth Building LLC | 2062596 | $180.7M | 86 | Q3 2026 |
| Rochester Wealth Strategies, LLC | 1958456 | $180.7M | 27 | last filed Q2 2026 |
| Dominguez Wealth Management Solutions, Inc. | 1881335 | $180.6M | 76 | Q3 2026 |
| Arrow Capital Management, LLC | 1389082 | $180.6M | 21 | last filed Q2 2026 |
| Nolet Wealth Management, LLC | 2056656 | $180.6M | 111 | Q3 2026 |
| CASCADE INVESTMENT GROUP, INC. | 919447 | $180.5M | 160 | Q3 2026 |
| Livet Wealth, LLC | 2111409 | $180.5M | 119 | Q3 2026 |
| Sunrise Financial Services, LLC | 2110891 | $180.4M | 473 | Q3 2026 |
| Redwood Financial Network Corp | 1927724 | $180.3M | 192 | last filed Q2 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | 1767699 | $180.3M | 109 | Q3 2026 |
| HERITAGE WEALTH MANAGEMENT, LLC | 1834505 | $180.2M | 168 | last filed Q2 2024 |
| AMIRAL GESTION | 1828064 | $180.0M | 16 | last filed Q1 2026 |
| Legacy Wealth Partners, Inc. | 1725243 | $180.0M | 90 | last filed Q2 2021 |
| Potrero Capital Research LLC | 1536630 | $179.9M | 44 | last filed Q2 2026 |
| Shotwell Rutter Baer Inc | 2008310 | $179.9M | 39 | Q3 2026 |
| Grant/GrossMendelsohn, LLC | 1810677 | $179.9M | 134 | last filed Q1 2025 |
| Haveli Investment Management LLC | 2022286 | $179.9M | 4 | last filed Q2 2026 |
| URS Advisory LLC | 2111352 | $179.7M | 61 | last filed Q2 2026 |
| Watchtower Advisors, LP | 1807092 | $179.6M | 11 | last filed Q2 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | 2079080 | $179.4M | 120 | Q3 2026 |
| Gould Capital, LLC | 1908965 | $179.4M | 217 | last filed Q2 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | 2028621 | $179.4M | 84 | Q3 2026 |
| HAMILTON LANE ADVISORS LLC | 1573767 | $179.3M | 19 | Q3 2026 |
| THRYVE WEALTH MANAGEMENT LLC | 2113283 | $179.2M | 40 | Q3 2026 |
| RWQ Financial Management Services, Inc. | 1846544 | $179.2M | 25 | Q3 2026 |
| WALDEN WEALTH PARTNERS LLC | 2015425 | $179.2M | 87 | last filed Q2 2024 |
| Byrne Asset Management LLC | 1911322 | $179.1M | 622 | Q3 2026 |
| Transmarket Holdings LP | 2134828 | $179.1M | 50 | Q3 2026 |
| Sanchez Gaunt Capital Management, LLC | 2113492 | $179.1M | 189 | last filed Q2 2026 |
| Fort Henry Capital, LLC | 1843536 | $179.0M | 18 | Q3 2026 |
| Langdon Equity Partners | 2111148 | $178.9M | 9 | last filed Q2 2026 |
| SummerHaven Investment Management, LLC | 1846436 | $178.9M | 201 | Q3 2026 |
| Rareview Capital LLC | 2044533 | $178.8M | 51 | last filed Q2 2026 |
| BIEGEL & WALLER LLC | 1122470 | $178.8M | 74 | last filed Q3 2019 |
| IMMERSION CORP | 1058811 | $178.7M | 7 | last filed Q2 2026 |
| CAPSTONE CAPITAL LLC | 1993327 | $178.7M | 25 | Q3 2026 |
| Sandell Asset Management Corp. | 1140474 | $178.7M | 28 | last filed Q3 2020 |
| Kamunting Street Capital Management, L.P. | 1317267 | $178.6M | 25 | last filed Q2 2026 |
| Refined Wealth Management | 1724729 | $178.6M | 48 | Q3 2026 |
| PURSUE WEALTH PARTNERS LLC | 1911091 | $178.6M | 91 | last filed Q2 2026 |
| Harborview Advisors, LLC | 1730890 | $178.5M | 106 | last filed Q3 2021 |
| Cox Capital Mgt LLC | 1748728 | $178.5M | 74 | Q3 2026 |
| Fjell Capital, LLC | 2053350 | $178.4M | 84 | Q3 2026 |
| Clear Perspectives Financial Planning, LLC | 1841174 | $178.4M | 196 | last filed Q1 2023 |
| M.E. ALLISON & CO., INC. | 1619532 | $178.3M | 192 | Q3 2026 |
| Gallacher Capital Management LLC | 1960749 | $178.3M | 258 | last filed Q2 2026 |
| Hartmann Taylor Wealth Management, LLC | 2058267 | $178.2M | 61 | Q3 2026 |
| Royal Capital Wealth Management, LLC | 1904323 | $178.2M | 101 | last filed Q2 2026 |
| Von Berge Wealth Management Group, LLC | 1908070 | $178.1M | 64 | last filed Q2 2025 |
| FACT Capital, LP | 1964400 | $178.0M | 17 | last filed Q2 2026 |
| Strong Retirement Solutions LLC | 2111795 | $177.9M | 84 | Q3 2026 |
| Sarissa Capital Management LP | 1577524 | $177.9M | 10 | last filed Q2 2026 |
| Financial Advocates Investment Management | 1730293 | $177.9M | 104 | last filed Q3 2025 |
| NAPATREE CAPITAL LLC | 2015964 | $177.8M | 195 | last filed Q1 2025 |
| Ariston Services Group | 1743859 | $177.8M | 72 | Q3 2026 |
| Ownership Capital B.V. | 1656735 | $177.7M | 21 | last filed Q3 2025 |
| North Ridge Wealth Advisors, Inc. | 1974277 | $177.7M | 192 | last filed Q1 2026 |
| RIHO Partners, LLC | 2112884 | $177.7M | 14 | last filed Q2 2026 |
| Montaka Global Pty Ltd | 2104890 | $177.6M | 20 | last filed Q2 2026 |
| Valley Brook Capital Group, Inc. | 1851418 | $177.6M | 118 | Q3 2026 |
| GK Wealth Management LLC | 2069222 | $177.6M | 1,603 | Q3 2026 |
| Objectivity Squared, LLC | 2011113 | $177.5M | 56 | last filed Q2 2026 |
| J.E. Simmons & Co., P.C. | 2111381 | $177.5M | 72 | last filed Q2 2026 |
| CHRISTINE MESSMER PC | 2097609 | $177.5M | 86 | last filed Q2 2026 |
| Medicxi Ventures Management (Jersey) Ltd | 1715579 | $177.4M | 3 | last filed Q2 2026 |
| Blackston Financial Advisory Group, LLC | 1910984 | $177.4M | 106 | last filed Q2 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | 2010453 | $177.4M | 177 | Q3 2026 |
| SAGEVIEW CAPITAL LP | 1389563 | $177.4M | 1 | last filed Q2 2019 |
| Stonepine Capital Management, LLC | 1440771 | $177.3M | 83 | last filed Q2 2026 |
| REGENERON PHARMACEUTICALS, INC. | 872589 | $177.2M | 3 | last filed Q2 2026 |
| Silicon Hills Wealth Management, LLC | 1799054 | $177.2M | 84 | last filed Q2 2023 |
| Wilkins Miller Wealth Management, LLC | 2057318 | $177.1M | 95 | Q3 2026 |
| Clarity Wealth Development LLC | 2048774 | $177.1M | 50 | Q3 2026 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1564835 | $177.0M | 158 | last filed Q2 2026 |
| IvyRock Asset Management (HK) Ltd | 1809525 | $176.9M | 25 | last filed Q2 2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | 883734 | $176.9M | 51 | Q3 2026 |
| Five Pine Wealth Management | 2041807 | $176.9M | 50 | Q3 2026 |
| W.H. Cornerstone Investments Inc. | 1940823 | $176.8M | 141 | last filed Q2 2026 |
| Jacksonville Wealth Management, LLC | 2048486 | $176.8M | 76 | last filed Q2 2026 |
| Forthright Family Wealth Advisory LLC | 2008648 | $176.7M | 57 | last filed Q2 2026 |
| PRENTISS SMITH & CO INC | 1134687 | $176.6M | 70 | Q3 2026 |
| Integre Asset Management, LLC | 1352306 | $176.6M | 120 | last filed Q4 2019 |
| DSAM Partners (London) Ltd | 1565061 | $176.5M | 18 | last filed Q3 2021 |
| Ridgeline Wealth, LLC | 1934226 | $176.4M | 61 | Q3 2026 |
| Adams Chetwood Wealth Management LLC | 1799752 | $176.4M | 80 | last filed Q1 2022 |
| Clutterbuck Capital Management LLC | 1517638 | $176.4M | 6 | last filed Q2 2026 |
| Impala Asset Management LLC | 1317679 | $176.4M | 20 | last filed Q2 2026 |
| WEALTHGARDEN F.S. LLC | 2023633 | $176.4M | 187 | last filed Q2 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | 2012303 | $176.3M | 607 | last filed Q2 2026 |
| Aurora Investment Managers, LLC. | 1798485 | $176.3M | 52 | Q3 2026 |
| Peak XV Partners Operations LLC | 1886840 | $176.3M | 1 | last filed Q2 2026 |
| CYBER HORNET ETFs LLC | 1818014 | $176.2M | 508 | last filed Q2 2026 |
| CASPIAN CAPITAL LP | 1518999 | $176.1M | 13 | last filed Q2 2026 |
| Black Maple Capital Management LP | 1588959 | $176.1M | 82 | last filed Q2 2026 |
| DB Wealth Management Group, LLC | 1843991 | $176.1M | 370 | last filed Q4 2023 |
| BML Capital Management, LLC | 1616824 | $176.1M | 18 | last filed Q2 2026 |
| Lake Point Wealth Management | 1768068 | $176.0M | 435 | last filed Q2 2022 |
| Taylor Wealth Management Partners | 1606716 | $176.0M | 56 | last filed Q2 2022 |
| Legend Financial Advisors, Inc. | 1781948 | $176.0M | 40 | last filed Q2 2026 |
| Squar Milner Financial Services LLC | 1727592 | $176.0M | 213 | last filed Q2 2020 |
| Karnit Road Accident Victims Compensation Fund | 2110887 | $176.0M | 17 | last filed Q2 2026 |
| Brookmont Capital Management | 1512978 | $176.0M | 64 | Q3 2026 |
| GUERRA PAN ADVISORS, LLC | 1910386 | $175.9M | 113 | Q3 2026 |
| Marcho Partners LLP | 1782974 | $175.8M | 6 | last filed Q2 2026 |
| Providence Financial Advisors, LLC | 2072264 | $175.8M | 60 | last filed Q2 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | 2130930 | $175.8M | 31 | last filed Q2 2026 |
| RAINIER FAMILY WEALTH INC | 2073596 | $175.7M | 102 | last filed Q2 2026 |
| MILLBANK DARTMOOR PORTSMOUTH LLC | 2098560 | $175.7M | 2 | last filed Q2 2026 |
| Asset Management Resources, LLC | 1927120 | $175.7M | 59 | last filed Q4 2023 |
| Dedeker Financial LLC | 2113408 | $175.7M | 56 | Q3 2026 |
| ANDERA PARTNERS | 1757283 | $175.7M | 7 | Q3 2026 |
| Catamount Wealth Management | 1677443 | $175.7M | 187 | last filed Q1 2019 |
| HERBST GROUP, LLC | 1909319 | $175.7M | 72 | Q3 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | 2005292 | $175.7M | 78 | last filed Q2 2026 |
| Pelham Capital Ltd. | 1654111 | $175.6M | 12 | last filed Q2 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | 1785717 | $175.6M | 58 | Q3 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | 711987 | $175.5M | 30 | Q3 2026 |
| Private Wealth Advisors, Inc. | 1462525 | $175.5M | 115 | last filed Q4 2020 |
| SCHNEIDER CAPITAL MANAGEMENT CORP | 1036250 | $175.4M | 34 | last filed Q1 2020 |
| Sugar Maple Asset Management, LLC | 2012673 | $175.4M | 89 | Q3 2026 |
| CATHY PARETO & ASSOCIATES, INC | 2045974 | $175.4M | 98 | Q3 2026 |
| Wealth Preservation Advisors, LLC | 1968434 | $175.4M | 88 | last filed Q2 2026 |
| Salvus Wealth Management, LLC | 1809236 | $175.4M | 132 | Q3 2026 |
| OMC Financial Services LTD | 2026391 | $175.1M | 31 | Q3 2026 |
| Braun-Bostich & Associates Inc. | 1740842 | $175.1M | 135 | Q3 2026 |
| Kopp LeRoy C | 1399913 | $175.1M | 21 | last filed Q1 2024 |
| Sivik Global Healthcare LLC | 1596452 | $175.0M | 35 | Q3 2026 |
| Basepoint Wealth LLC | 2088236 | $174.8M | 632 | last filed Q2 2026 |
| Claybrook Capital, LLC | 1729848 | $174.8M | 138 | last filed Q3 2023 |
| J. M. Brown & Associates Inc. | 2134631 | $174.7M | 167 | last filed Q2 2026 |
| BRIGGS ADVISORY GROUP, INC. | 1906527 | $174.7M | 60 | last filed Q3 2023 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 2058816 | $174.7M | 36 | Q3 2026 |
| Longview Financial Advisors, Inc. | 1786915 | $174.7M | 46 | Q3 2026 |
| CNO Financial Group, Inc. | 1224608 | $174.7M | 8 | last filed Q2 2026 |
| Marshall & Sterling Wealth Advisors Inc. | 2056315 | $174.7M | 369 | Q3 2026 |
| Cedar Point Capital Partners, LLC | 1954337 | $174.6M | 75 | Q3 2026 |
| PRING TURNER CAPITAL GROUP INC | 1568839 | $174.6M | 73 | last filed Q2 2026 |
| Hansen & Associates Financial Group, Inc. | 1873973 | $174.5M | 45 | last filed Q2 2026 |
| Wildcat Capital Management, LLC | 1582384 | $174.4M | 5 | Q3 2026 |
| BOYAR ASSET MANAGEMENT INC. | 1218254 | $174.4M | 77 | last filed Q2 2026 |
| Providence Wealth Advisors, LLC | 1744955 | $174.4M | 88 | Q3 2026 |
| STILWELL VALUE LLC | 1397076 | $174.4M | 24 | last filed Q2 2026 |
| Hopwood Financial Services, Inc. | 2023166 | $174.3M | 90 | Q3 2026 |
| Coordinated Financial Services, Inc. | 2055532 | $174.3M | 176 | last filed Q1 2026 |
| TOWER TRUST & INVESTMENT Co | 2067591 | $174.3M | 217 | Q3 2026 |
| Filbrandt Wealth Management, LLC | 1806091 | $174.2M | 234 | last filed Q3 2021 |
| Shum Financial Group, Inc. | 2044675 | $174.2M | 110 | Q3 2026 |
| Accelerate Investment Advisors LLC | 2035216 | $174.1M | 149 | last filed Q2 2026 |
| Northwest Wealth Advisors, LLC | 2094564 | $174.0M | 66 | last filed Q2 2026 |
| Pacific Wealth Strategies Group, Inc. | 1766571 | $174.0M | 59 | last filed Q2 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | 2010029 | $173.9M | 926 | Q3 2026 |
| DHK Financial Advisors, Inc. | 1922962 | $173.9M | 87 | last filed Q2 2025 |
| Ridgeline Wealth Planning, LLC | 2013788 | $173.8M | 54 | Q3 2026 |
| Income Insurance Ltd | 2022801 | $173.8M | 181 | Q3 2026 |
| Grantvest Financial Group LLC | 2055216 | $173.8M | 190 | Q3 2026 |
| Triton Financial Group Inc | 1811805 | $173.7M | 99 | last filed Q2 2026 |
| Melia Wealth LLC | 1964047 | $173.7M | 23 | last filed Q2 2026 |
| Strategent Financial, LLC | 2052737 | $173.6M | 41 | last filed Q2 2026 |
| Wright Wealth LLC | 2046147 | $173.6M | 51 | Q3 2026 |
| Ehrenkranz Partners L.P. | 1641043 | $173.2M | 49 | last filed Q2 2026 |
| Natixis Investment Managers, LLC | 1053187 | $173.2M | 4 | last filed Q2 2026 |
| SwitchPoint Financial Planning, LLC | 2055526 | $173.2M | 71 | last filed Q2 2026 |
| Vannoy Advisory Group, Inc. | 2011808 | $173.2M | 28 | Q3 2026 |