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 36 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| TME FINANCIAL, INC. | 2056230 | $162.9M | 70 | Q3 2026 |
| SMITH CAPITAL MANAGEMENT INC /AR/ADV | 747559 | $162.8M | 85 | last filed Q3 2020 |
| BLUE JEAN FINANCIAL LLC | 2047089 | $162.8M | 74 | Q3 2026 |
| Grisanti Capital Management LLC | 1105468 | $162.8M | 46 | last filed Q1 2020 |
| Arrington Capital Management, LLC | 2087115 | $162.7M | 43 | last filed Q2 2026 |
| Sagace Wealth Management LLC | 2027449 | $162.7M | 71 | Q3 2026 |
| Versant Venture Management, LLC | 1560009 | $162.6M | 8 | last filed Q2 2026 |
| Capstone Wealth Management Group LLC | 2059649 | $162.5M | 123 | last filed Q1 2026 |
| Clark & Stuart, Inc | 2048750 | $162.5M | 52 | Q3 2026 |
| Paladin Partners, LLC | 2141570 | $162.5M | 201 | Q3 2026 |
| Krane Financial Solutions LLC | 2136913 | $162.4M | 55 | last filed Q2 2026 |
| Value Base Ltd. | 1992355 | $162.3M | 6 | last filed Q2 2026 |
| REICON WEALTH ADVISORS, LLC | 1888847 | $162.3M | 92 | last filed Q2 2026 |
| Sebold Capital Management, Inc. | 1972836 | $162.3M | 78 | last filed Q2 2025 |
| Bosman Wealth Management, LLC | 2066260 | $162.3M | 61 | Q3 2026 |
| Candelo Capital Management LP | 1845660 | $162.3M | 30 | last filed Q2 2026 |
| Cornerstone Financial Group, LLC /NE/ | 2056783 | $162.2M | 75 | last filed Q2 2026 |
| Cruiser Capital Advisors, LLC | 1713506 | $162.2M | 51 | last filed Q2 2026 |
| Reyes Financial Architecture, Inc. | 2047201 | $162.1M | 551 | Q3 2026 |
| Regal Wealth Group, Inc. | 1656537 | $162.1M | 43 | last filed Q4 2023 |
| Exome Asset Management LLC | 2011932 | $162.1M | 52 | last filed Q2 2026 |
| Sun Group Wealth Partners | 2111007 | $162.1M | 87 | Q3 2026 |
| Sageworth Trust Co of South Dakota | 1871593 | $162.1M | 61 | last filed Q2 2026 |
| AMG Asset Management Group, Inc. | 2113282 | $161.9M | 105 | Q3 2026 |
| Exos TFP Holdings LLC | 1877521 | $161.9M | 188 | last filed Q4 2023 |
| Bromfield Sneider Wealth Advisors | 1891795 | $161.8M | 104 | last filed Q1 2024 |
| Tiptree Advisors, LLC | 1455452 | $161.8M | 24 | last filed Q2 2026 |
| Hegarty Advisors, LLC | 2107727 | $161.8M | 65 | Q3 2026 |
| Aureum Wealth Management, LLC | 2093444 | $161.8M | 57 | Q3 2026 |
| PMG Wealth Management, Inc. | 2052904 | $161.7M | 61 | last filed Q2 2026 |
| Kagan Cocozza Asset Management | 2064489 | $161.7M | 66 | Q3 2026 |
| Argyle Capital Partners, LLC | 2079995 | $161.6M | 175 | Q3 2026 |
| PartnerRe Asset Management CORP | 1301542 | $161.6M | 3 | Q3 2026 |
| Exchange Bank | 2001155 | $161.6M | 129 | Q3 2026 |
| Treybourne Wealth Planners, Inc. | 1835976 | $161.6M | 47 | last filed Q2 2021 |
| Chancellor Financial Group WB LP | 2059742 | $161.5M | 149 | last filed Q2 2026 |
| Gibson Wealth Advisors LLC | 1911266 | $161.5M | 32 | Q3 2026 |
| 1620 INVESTMENT ADVISORS, INC. | 1907281 | $161.5M | 677 | last filed Q2 2026 |
| Pinnacle Wealth Management, LLC | 1911464 | $161.5M | 31 | last filed Q2 2026 |
| Buckley Capital Advisors, LLC | 2111611 | $161.4M | 13 | last filed Q2 2026 |
| Coastline Complete Wealth LLC | 2112134 | $161.4M | 55 | last filed Q1 2026 |
| Laurore Ltd | 2082507 | $161.3M | 1 | last filed Q2 2026 |
| LM Asset Management Inc. | 2057190 | $161.3M | 9 | last filed Q2 2026 |
| Center for Wealth Management Advisory | 2121390 | $161.3M | 62 | Q3 2026 |
| GreatBanc Trust CO | 1427099 | $161.2M | 70 | last filed Q2 2026 |
| Mendota Financial Group, LLC | 1964538 | $161.2M | 32 | Q3 2026 |
| Porter White Investment Advisors, Inc. | 1612457 | $161.2M | 36 | Q3 2026 |
| SVB Investment Services Inc. | 1806668 | $161.2M | 42 | last filed Q1 2022 |
| Merkkuri Wealth Advisors LLC | 2040317 | $161.2M | 81 | last filed Q2 2026 |
| Murphy & Mullick Capital Management Corp | 2047271 | $161.2M | 666 | last filed Q2 2026 |
| Centerpoint Advisory Group | 2054093 | $161.1M | 120 | Q3 2026 |
| BANBURY PARTNERS LLC | 1622093 | $161.1M | 17 | last filed Q1 2021 |
| Savoir Faire Capital Management, L.P. | 1710593 | $161.0M | 43 | last filed Q2 2026 |
| Summer Road LLC | 1604873 | $161.0M | 21 | last filed Q2 2026 |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 1694461 | $160.9M | 189 | last filed Q1 2023 |
| MidAtlantic Capital Management, Inc. | 2042068 | $160.9M | 86 | last filed Q2 2026 |
| Arlington Capital Management, Inc. | 1606507 | $160.8M | 112 | last filed Q2 2026 |
| Kopp Family Office, LLC | 1683689 | $160.8M | 33 | Q3 2026 |
| Blue Capital, Inc. | 2032856 | $160.7M | 136 | Q3 2026 |
| ADG Wealth Management Group, LLC | 2053824 | $160.7M | 40 | Q3 2026 |
| Mountain Lake Investment Management LLC | 1308555 | $160.6M | 31 | last filed Q2 2026 |
| Arbor Wealth Advisors LLC | 2009890 | $160.6M | 60 | Q3 2026 |
| Philadelphia Investment Partners, LLC | 2131511 | $160.6M | 184 | last filed Q2 2026 |
| Arthedge Capital Management, LLC | 1846503 | $160.6M | 12 | last filed Q2 2026 |
| Avant Financial Advisors LLC | 2063243 | $160.6M | 69 | last filed Q2 2026 |
| Palouse Capital Management, Inc. | 1056516 | $160.4M | 124 | last filed Q2 2026 |
| Horizons Wealth Management | 1943228 | $160.4M | 162 | Q3 2026 |
| Balanced Rock Investment Advisors LLC | 2011851 | $160.3M | 102 | last filed Q2 2026 |
| HFG Advisors, Inc. | 1911087 | $160.3M | 117 | last filed Q2 2026 |
| CULTIVAR CAPITAL, INC. | 1989476 | $160.2M | 44 | Q3 2026 |
| Bickling Financial Services, Inc. | 1844895 | $160.2M | 119 | last filed Q4 2022 |
| STOLZ & ASSOCIATES, PS | 2108989 | $160.2M | 32 | last filed Q2 2026 |
| CHARTIST INC /CA/ | 1129770 | $160.2M | 21 | last filed Q2 2026 |
| Crocodile Capital Partners GmbH | 1956498 | $160.2M | 13 | Q3 2026 |
| Lauer Wealth, LLC | 1860063 | $160.1M | 84 | Q3 2026 |
| EMORY UNIVERSITY | 1377635 | $160.1M | 6 | last filed Q2 2026 |
| Wallace Hart LLC | 2018963 | $160.0M | 45 | last filed Q2 2026 |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1802867 | $160.0M | 31 | last filed Q4 2023 |
| Cogent Private Wealth, Inc. | 2078392 | $160.0M | 117 | last filed Q2 2026 |
| Sellaronda Global Management LP | 1975764 | $160.0M | 10 | last filed Q2 2026 |
| FLOYD FINANCIAL GROUP LLC | 2007613 | $159.9M | 62 | Q3 2026 |
| Fairway Financial, LLC | 1921009 | $159.9M | 26 | Q3 2026 |
| Allianz Investment Management LLC | 1140038 | $159.8M | 29 | last filed Q4 2025 |
| Warm Springs Advisors Inc. | 2057078 | $159.7M | 43 | Q3 2026 |
| Avant Capital LLC | 1653443 | $159.6M | 86 | last filed Q2 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | 2049950 | $159.4M | 33 | Q3 2026 |
| Accordant Advisory Group Inc | 2013499 | $159.4M | 250 | Q3 2026 |
| S. R. Schill & Associates | 1616004 | $159.4M | 22 | Q3 2026 |
| Papamarkou Wellner Asset Management inc. | 2063952 | $159.4M | 75 | last filed Q2 2026 |
| BMT INVESTMENT ADVISORS | 1772453 | $159.3M | 80 | last filed Q1 2020 |
| Seed Wealth Management, Inc. | 1963728 | $159.3M | 82 | Q3 2026 |
| Round Hill Asset Management | 1696438 | $159.3M | 62 | last filed Q2 2026 |
| ABS Investment Management LLC | 1660708 | $159.2M | 111 | last filed Q2 2026 |
| Constant Guidance Financial LLC | 1995383 | $159.2M | 67 | last filed Q2 2026 |
| Argosy-Lionbridge Management, LLC | 2056354 | $159.1M | 20 | last filed Q2 2026 |
| 46 Peaks LLC | 2112665 | $159.0M | 30 | last filed Q2 2026 |
| Bank & Trust Co | 2026082 | $159.0M | 308 | Q3 2026 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 1911348 | $159.0M | 21 | last filed Q2 2026 |
| MARVIN & PALMER ASSOCIATES INC | 860645 | $159.0M | 28 | last filed Q2 2026 |
| Morrissey Wealth Management, LLC | 1867057 | $159.0M | 30 | last filed Q2 2026 |
| JACOBS ASSET MANAGEMENT, LLC | 1351063 | $159.0M | 23 | last filed Q2 2026 |
| Comprehensive Money Management Services LLC | 2058921 | $158.9M | 200 | last filed Q2 2026 |
| CRITERION CAPITAL ADVISORS, LLC | 1765884 | $158.9M | 348 | last filed Q4 2024 |
| VERUS WEALTH MANAGEMENT, LLC | 2042938 | $158.8M | 62 | Q3 2026 |
| Swisher Financial Concepts, Inc. | 1947503 | $158.8M | 107 | last filed Q2 2026 |
| Blue Water Life Science Advisors, LP | 1789778 | $158.8M | 9 | last filed Q2 2026 |
| Jade Capital Advisors, LLC | 1761663 | $158.7M | 98 | last filed Q3 2024 |
| Aurora Private Wealth, Inc. | 1802132 | $158.7M | 168 | Q3 2026 |
| FMA Wealth Management, LLC | 2011155 | $158.5M | 42 | Q3 2026 |
| Overlook Investments LP | 1350706 | $158.5M | 1 | last filed Q2 2026 |
| Oppenheimer & Close, LLC | 1591377 | $158.5M | 57 | last filed Q2 2026 |
| Virtus Fixed Income Advisers, LLC | 2079921 | $158.4M | 85 | last filed Q2 2026 |
| Collaborative Capital Advisors LLC | 2097223 | $158.4M | 83 | last filed Q2 2026 |
| SUPERSTRING CAPITAL MANAGEMENT LP | 1931118 | $158.4M | 32 | last filed Q2 2026 |
| AG Campbell Advisory, LLC | 2110880 | $158.4M | 5 | last filed Q4 2025 |
| Schwallier Wealth Management LLC | 1934951 | $158.3M | 69 | last filed Q2 2026 |
| Minerva Advisors LLC | 1541536 | $158.3M | 46 | last filed Q2 2026 |
| McAlister, Sweet & Associates, Inc. | 1774087 | $158.3M | 35 | Q3 2026 |
| Brightwater Advisory LLC | 2034566 | $158.3M | 59 | last filed Q2 2026 |
| Rampart Investment Management Company, LLC | 1633693 | $158.2M | 401 | last filed Q3 2020 |
| Kastel Capital Advisors, LLC | 2111663 | $158.1M | 57 | last filed Q2 2026 |
| WILLNER & HELLER, LLC | 1927796 | $158.1M | 170 | Q3 2026 |
| Granite Group Advisors, LLC | 2018114 | $158.1M | 78 | Q3 2026 |
| Bestgate Wealth Advisors, LLC | 2055670 | $158.0M | 77 | Q3 2026 |
| DKM Wealth Management, Inc. | 2055833 | $157.9M | 76 | Q3 2026 |
| JP Wealth Management, Inc. | 1967622 | $157.8M | 14 | Q3 2026 |
| Clearview Wealth Advisors LLC | 1840306 | $157.8M | 103 | last filed Q4 2025 |
| J2 Capital Management Inc | 1586882 | $157.8M | 119 | Q3 2026 |
| Town Capital LLC | 1871352 | $157.7M | 75 | last filed Q2 2026 |
| Red Cedar Capital, LLC | 1729867 | $157.7M | 182 | last filed Q4 2022 |
| Lepercq De Neuflize Asset Management LLC | 1854423 | $157.5M | 37 | last filed Q2 2026 |
| Efficient Frontier Advisors LLC | 2011188 | $157.5M | 22 | last filed Q2 2025 |
| Sound Financial Strategies Group, LLC | 1800620 | $157.5M | 121 | last filed Q2 2026 |
| Madrid Wealth Management, LLC | 2106678 | $157.5M | 76 | Q3 2026 |
| Karn, Couzens & Associates, Inc. | 1842433 | $157.5M | 89 | last filed Q1 2022 |
| CM Management, LLC | 1841857 | $157.4M | 71 | last filed Q2 2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 2104543 | $157.4M | 85 | last filed Q2 2026 |
| KPCB GGF Associates, LLC | 1500596 | $157.3M | 1 | last filed Q3 2021 |
| Liberty Atlantic Advisors LLC | 2101909 | $157.3M | 87 | Q3 2026 |
| Resource Planning Group | 1537147 | $157.3M | 72 | last filed Q4 2023 |
| DEMMING FINANCIAL SERVICES CORP /ADV | 760639 | $157.3M | 41 | last filed Q2 2026 |
| Gagnon Advisors, LLC | 1599466 | $157.3M | 23 | last filed Q2 2026 |
| Outbound Financial Inc | 2144328 | $157.2M | 46 | Q3 2026 |
| Lakeshore Capital Group, Inc. | 2057465 | $157.2M | 78 | Q3 2026 |
| Strategic Vision Investment Ltd | 1720887 | $157.1M | 12 | last filed Q2 2024 |
| ABBINGTON INVESTMENT GROUP | 2088867 | $157.1M | 52 | last filed Q2 2026 |
| STRALEM & CO INC | 728882 | $157.1M | 114 | last filed Q2 2020 |
| PIERSHALE FINANCIAL GROUP, INC. | 1554815 | $156.9M | 269 | last filed Q2 2023 |
| Bruce G. Allen Investments, LLC | 2005409 | $156.9M | 1,037 | last filed Q2 2026 |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1009952 | $156.9M | 55 | last filed Q2 2022 |
| GUARDIAN INVESTMENT MANAGEMENT | 1365474 | $156.9M | 60 | Q3 2026 |
| Q Global Advisors, LLC | 1469589 | $156.8M | 48 | last filed Q2 2026 |
| Link Fund Solutions Ltd | 1792424 | $156.8M | 2 | last filed Q1 2020 |
| Promus Capital, LLC | 2054921 | $156.7M | 300 | last filed Q3 2025 |
| Hyperion Partners, LLC | 1971715 | $156.7M | 73 | last filed Q3 2024 |
| Authentikos Wealth Advisory, LLC | 1967054 | $156.7M | 72 | last filed Q2 2026 |
| Safir Wealth Advisors, LLC | 1830103 | $156.6M | 18 | Q3 2026 |
| Gladwyn Financial Advisors, Inc. | 2078684 | $156.6M | 81 | Q3 2026 |
| Prota Financial, LLC | 2126257 | $156.5M | 69 | Q3 2026 |
| ATX Financial Planning, LLC | 2111013 | $156.5M | 79 | Q3 2026 |
| Kopion Asset Management, LLC | 1728689 | $156.5M | 20 | Q3 2026 |
| Polaris Investment Advisors, LLC | 2103332 | $156.4M | 75 | Q3 2026 |
| MOSAIC FINANCIAL GROUP, LLC | 2011050 | $156.4M | 134 | last filed Q2 2026 |
| Bayesian Capital Management, LP | 1632551 | $156.3M | 223 | last filed Q2 2026 |
| Mork Capital Management, LLC | 1626494 | $156.3M | 104 | last filed Q2 2026 |
| ATLANTIC FAMILY WEALTH, LLC | 2012511 | $156.3M | 64 | last filed Q2 2026 |
| H Squared Management LP | 2110996 | $156.2M | 15 | last filed Q2 2026 |
| True Wind Capital Management, L.P. | 1824827 | $156.1M | 1 | Q3 2026 |
| CYRUS CAPITAL PARTNERS, L.P. | 1166564 | $156.1M | 4 | last filed Q2 2026 |
| Paradigm, Strategies in Wealth Management, LLC | 1859579 | $156.1M | 56 | Q3 2026 |
| Allied Private Wealth LLC | 2132253 | $156.0M | 906 | last filed Q2 2026 |
| Michels Family Financial, LLC | 2053733 | $156.0M | 148 | last filed Q2 2026 |
| Madison Park Capital Advisors, LLC | 1993022 | $155.9M | 73 | Q3 2026 |
| SYMONS CAPITAL MANAGEMENT INC | 1056958 | $155.9M | 71 | last filed Q3 2021 |
| AlpenGlobal Capital LLC | 2062492 | $155.8M | 35 | last filed Q2 2026 |
| STRYCKER VIEW CAPITAL LLC | 1655140 | $155.8M | 25 | last filed Q3 2021 |
| Joel Adams & Associates, Inc. | 2020459 | $155.7M | 68 | last filed Q2 2026 |
| APEIRON CAPITAL Ltd | 1843111 | $155.7M | 14 | last filed Q2 2026 |
| McQueen, Ball & Associates Inc. | 1663138 | $155.7M | 113 | last filed Q4 2018 |
| Settian Capital LP | 1911113 | $155.7M | 23 | last filed Q2 2026 |
| Bonfire Financial | 1762539 | $155.6M | 60 | last filed Q2 2026 |
| Financial Life Planners | 2053368 | $155.6M | 339 | last filed Q2 2026 |
| RENASANT BANK | 1656167 | $155.6M | 141 | last filed Q2 2026 |
| Clarendon Private LLC | 1961628 | $155.6M | 124 | last filed Q2 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 2047728 | $155.5M | 148 | Q3 2026 |
| Summit Portfolio Management, LTD. | 2132683 | $155.4M | 24 | last filed Q1 2026 |
| Water Oak Advisors LLC | 1589570 | $155.4M | 17 | last filed Q3 2020 |
| Terra Nova Asset Management LLC | 1658652 | $155.4M | 95 | Q3 2026 |
| Kiely Wealth Advisory Group, Inc. | 2005660 | $155.4M | 313 | last filed Q4 2024 |
| Spahn Wealth & Retirement LLC | 1949033 | $155.4M | 38 | last filed Q2 2026 |
| Expect Equity LLC | 2007407 | $155.4M | 65 | last filed Q2 2026 |
| Seek First Inc. | 2060504 | $155.3M | 63 | Q3 2026 |
| Rockbridge Asset Management LLC | 2056320 | $155.1M | 31 | last filed Q2 2026 |
| Carlsbad Wealth Advisory Group, Inc. | 1987600 | $155.1M | 45 | last filed Q2 2023 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1089707 | $155.1M | 88 | Q3 2026 |
| MTCO Ltd. | 2095669 | $155.0M | 6 | Q3 2026 |
| RBS Partners, L.P. | 860585 | $154.9M | 2 | last filed Q3 2021 |
| DURANTE & WATERS, LLC | 1666582 | $154.8M | 37 | Q3 2026 |
| WHI TRUST Co LLC | 2013902 | $154.7M | 59 | last filed Q2 2026 |
| MJT & Associates Financial Advisory Group, Inc. | 2065777 | $154.6M | 437 | Q3 2026 |
| Tide Cove Capital Partners LLC | 2029464 | $154.6M | 13 | last filed Q2 2026 |
| Entruity Wealth, LLC | 1719303 | $154.6M | 54 | last filed Q2 2026 |
| Rye Brook Capital LLC | 1844147 | $154.5M | 40 | Q3 2026 |
| Koa Wealth Management, LLC | 2022118 | $154.4M | 55 | Q3 2026 |
| BLALOCK WILLIAMS, LLC | 2092331 | $154.3M | 154 | last filed Q2 2026 |
| ENTRUST FINANCIAL LLC | 2109860 | $154.2M | 445 | last filed Q2 2026 |
| Sage Investment Advisers LLC | 1925418 | $154.2M | 96 | Q3 2026 |
| Sheets Smith Investment Management | 1785199 | $154.2M | 137 | last filed Q3 2025 |
| M3 Wealth Management, LLC | 2109365 | $154.1M | 35 | last filed Q2 2026 |
| Diversified Investment Strategies, LLC | 1427196 | $154.1M | 56 | Q3 2026 |
| Oath Planning, LLC | 2109944 | $154.1M | 74 | Q3 2026 |
| Paradoxiom Capital L.P. | 2028104 | $154.1M | 31 | last filed Q1 2025 |
| STEINBERG ASSET MANAGEMENT LLC | 1169883 | $154.1M | 45 | Q3 2026 |
| Greenhaven Road Investment Management, L.P. | 1741129 | $154.0M | 17 | last filed Q2 2026 |
| MUSTICO FINANCIAL GROUP, INC. | 2034361 | $154.0M | 49 | last filed Q2 2026 |
| LRT Capital Management, LLC | 1798923 | $154.0M | 64 | last filed Q2 2026 |
| Creegan & Nassoura Financial Group, LLC | 1631054 | $154.0M | 78 | last filed Q4 2025 |
| Macco Financial Group, Inc. | 2111816 | $153.9M | 22 | last filed Q2 2026 |
| Bluegrass Capital Partners LP | 1727353 | $153.9M | 11 | last filed Q2 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | 2130022 | $153.7M | 68 | last filed Q2 2026 |
| SageOak Financial, LLC | 2055829 | $153.7M | 35 | Q3 2026 |
| VISA FOUNDATION | 1709478 | $153.7M | 2 | Q3 2026 |
| Genesis Financial Group, LLC | 2097587 | $153.7M | 100 | last filed Q2 2026 |
| Orvieto Partners, L.P. | 2052484 | $153.6M | 46 | last filed Q2 2026 |
| TMT General Partner Ltd | 1847582 | $153.6M | 3 | Q3 2026 |
| TAYLOR ASSET MANAGEMENT INC | 1561784 | $153.5M | 31 | last filed Q1 2019 |
| Stillwater Private Wealth, LLC | 2137933 | $153.5M | 83 | last filed Q2 2026 |
| Anson Capital, Inc. | 1906003 | $153.5M | 94 | Q3 2026 |
| Spartan Planning & Wealth Management | 1749283 | $153.4M | 74 | Q3 2026 |
| SIENA CAPITAL LLC | 1913599 | $153.4M | 156 | last filed Q3 2022 |
| Morey & Quinn Wealth Partners, LLC | 2055521 | $153.4M | 139 | Q3 2026 |
| BMS Financial Advisors, LLC | 1928041 | $153.4M | 113 | last filed Q2 2023 |
| Sincerus Advisory, LLC | 2050968 | $153.3M | 87 | Q3 2026 |
| BROOKTREE CAPITAL MANAGEMENT | 1021296 | $153.2M | 44 | last filed Q2 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | 2014898 | $153.2M | 87 | last filed Q2 2026 |
| Prosperity Bancshares Inc | 1068851 | $153.1M | 450 | last filed Q2 2026 |
| DiPaolo Financial Group, Inc. | 2111462 | $153.1M | 47 | last filed Q2 2026 |
| ACT CAPITAL MANAGEMENT, LLC | 1442273 | $153.1M | 62 | last filed Q2 2026 |
| Hummer Financial Advisory Services Inc | 1802279 | $153.0M | 127 | Q3 2026 |
| Lapides Asset Management, LLC | 1357993 | $153.0M | 51 | last filed Q2 2023 |
| Capital Squared Financial LLC | 2128691 | $153.0M | 87 | last filed Q2 2026 |
| A4 Wealth Advisors LLC | 2033987 | $152.9M | 75 | Q3 2026 |
| Goldenstone Wealth Management LLC | 2109094 | $152.9M | 76 | last filed Q2 2026 |
| LANE BROTHERS & CO INC | 1177416 | $152.9M | 95 | last filed Q2 2026 |
| Trace Wealth Advisors, LLC | 2055838 | $152.8M | 69 | last filed Q2 2026 |
| Centenus Global Management, LP | 1720979 | $152.8M | 71 | last filed Q1 2020 |
| ALLIUM FINANCIAL ADVISORS, LLC | 2067277 | $152.7M | 80 | last filed Q2 2026 |
| Loveless Wealth Management LLC | 1798026 | $152.7M | 122 | last filed Q2 2022 |
| Emerson Wealth, LLC | 1766671 | $152.7M | 59 | last filed Q2 2022 |
| Crestwood Capital Management, L.P. | 1468395 | $152.7M | 16 | last filed Q2 2026 |