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 38 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| GRIZZLYROCK CAPITAL, LLC | 2011732 | $143.0M | 20 | last filed Q2 2026 |
| RMR Capital Management, LLC | 2032709 | $142.9M | 74 | Q3 2026 |
| COMMONS CAPITAL, LLC | 1912835 | $142.9M | 96 | last filed Q2 2026 |
| MATTERS CAPITAL LLC | 2110838 | $142.9M | 75 | last filed Q2 2026 |
| Camelot Portfolios, LLC | 1569766 | $142.9M | 197 | last filed Q2 2026 |
| Wechter Feldman Wealth Management, Inc. | 1538338 | $142.9M | 23 | last filed Q2 2021 |
| Midwestern Financial, LLC /IA | 2083276 | $142.8M | 54 | last filed Q2 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | 1904067 | $142.8M | 10 | last filed Q2 2026 |
| Repertoire Partners LP | 1909393 | $142.8M | 9 | last filed Q2 2025 |
| White Knight Strategic Wealth Advisors, LLC | 1904677 | $142.8M | 89 | last filed Q2 2026 |
| NorthLanding Financial Partners, LLC | 1655982 | $142.7M | 44 | Q3 2026 |
| Mallini Complete Financial Planning LLC | 2049540 | $142.7M | 72 | Q3 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | 2021982 | $142.6M | 104 | last filed Q2 2026 |
| Emmett Investment Management, LP | 2042845 | $142.6M | 28 | last filed Q2 2026 |
| CLEARFIELD CAPITAL MANAGEMENT LP | 1643569 | $142.6M | 5 | last filed Q2 2026 |
| Sidoxia Capital Management, LLC | 2132534 | $142.5M | 86 | Q3 2026 |
| First Growth Capital Management LLC | 1830236 | $142.5M | 25 | last filed Q4 2020 |
| Somerset Group LLC | 1567912 | $142.5M | 58 | last filed Q2 2026 |
| Private Advisors, LLC | 1766226 | $142.4M | 170 | last filed Q3 2020 |
| 1858 WEALTH MANAGEMENT, LLC | 2011812 | $142.4M | 113 | last filed Q3 2025 |
| marrick wealth, LLC | 2109850 | $142.4M | 62 | Q3 2026 |
| Gilbert Capital Group, Inc. | 2035854 | $142.4M | 60 | Q3 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2114795 | $142.4M | 408 | last filed Q2 2026 |
| TENET WEALTH PARTNERS, LLC | 2149209 | $142.3M | 107 | Q3 2026 |
| Greg Jennings, LLC | 2160590 | $142.3M | 49 | Q3 2026 |
| Ulland Investment Advisors, LLC | 1911497 | $142.3M | 234 | Q3 2026 |
| AGMAN CAPITAL LLC | 2107832 | $142.2M | 19 | Q3 2026 |
| Richwood Investment Advisors, LLC | 1911900 | $142.2M | 106 | last filed Q2 2026 |
| BARINGTON COMPANIES MANAGEMENT, LLC | 887762 | $142.2M | 9 | last filed Q2 2026 |
| Investment Counsel Inc. | 1670053 | $142.1M | 51 | last filed Q1 2021 |
| KHIS Custodian LP | 2055575 | $142.1M | 1 | last filed Q2 2026 |
| Rain Capital Management, LLC | 1667553 | $142.0M | 95 | last filed Q2 2024 |
| HALLSTATT ADVISORS L.P. | 2040638 | $141.9M | 13 | last filed Q2 2026 |
| Connective Capital Management, LLC | 1543568 | $141.9M | 70 | last filed Q2 2026 |
| Kropog Financial Group, LLC | 2084205 | $141.9M | 39 | last filed Q2 2026 |
| BLUELINE ADVISORS LLC | 2110066 | $141.9M | 259 | Q3 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | 1929328 | $141.9M | 39 | last filed Q2 2026 |
| NorthAvenue LLC | 2123735 | $141.8M | 271 | Q3 2026 |
| Parametrica Management Ltd | 1535110 | $141.8M | 28 | Q3 2026 |
| TRAVELERS COMPANIES, INC. | 86312 | $141.6M | 2 | last filed Q2 2026 |
| iSAM Funds (UK) Ltd | 1919867 | $141.6M | 241 | last filed Q2 2026 |
| L1 Global Manager Pty Ltd | 1878742 | $141.6M | 121 | last filed Q2 2026 |
| SIG Growth Equity Funds Ltd Partnership, LLLP | 2009262 | $141.5M | 1 | last filed Q3 2024 |
| R.H. Dinel Investment Counsel, Inc. | 1598352 | $141.5M | 39 | Q3 2026 |
| CAPITAL ONE FINANCIAL CORP | 927628 | $141.4M | 91 | last filed Q1 2022 |
| Spectrum Advisors, Inc. | 2153446 | $141.4M | 55 | last filed Q2 2026 |
| Veratis Advisors, Inc. | 2111807 | $141.3M | 84 | last filed Q2 2026 |
| Alessandra Capital Management, LLC | 2132506 | $141.3M | 127 | last filed Q2 2026 |
| LifePlan Financial, LLC | 1739485 | $141.3M | 91 | Q3 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 1802361 | $141.2M | 71 | Q3 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | 2114344 | $141.2M | 41 | last filed Q2 2026 |
| Kemper Corp Master Retirement Trust | 1352900 | $141.1M | 2 | last filed Q2 2023 |
| RHODES INVESTMENT ADVISORS INC /ADV | 1005186 | $141.1M | 124 | Q3 2026 |
| Campbell Deegan Wealth Management, LLC | 2059743 | $141.0M | 52 | last filed Q2 2026 |
| Ball & Co Wealth Management Inc. | 2057075 | $141.0M | 74 | last filed Q2 2026 |
| Avise Financial Cooperative, Inc. | 2013342 | $141.0M | 114 | last filed Q2 2026 |
| Western Reserve Capital Management, LLC | 2110357 | $141.0M | 54 | Q3 2026 |
| Sound Portfolio Advisors, LLC | 2109204 | $140.9M | 48 | last filed Q2 2026 |
| Tortuga Wealth Management, Inc | 2118051 | $140.8M | 141 | Q3 2026 |
| Sherman Wealth Management LLC | 2096110 | $140.8M | 84 | Q3 2026 |
| Nalls Sherbakoff Group, LLC | 1767500 | $140.7M | 378 | last filed Q2 2026 |
| PIN OAK INVESTMENT ADVISORS INC | 1094584 | $140.6M | 563 | last filed Q2 2026 |
| Daytona Street Capital LLC | 2101936 | $140.6M | 292 | Q3 2026 |
| Pine Brook Road Advisors, L.P. | 1630691 | $140.5M | 1 | last filed Q2 2026 |
| Fourthstone LLC | 1767803 | $140.5M | 25 | last filed Q2 2026 |
| COBALT CAPITAL MANAGEMENT, INC. | 1086762 | $140.5M | 26 | last filed Q2 2026 |
| Ethos Capital Management, Inc. | 2106214 | $140.5M | 59 | last filed Q2 2026 |
| Odyssey Capital Advisors, Inc. | 2104872 | $140.4M | 100 | Q3 2026 |
| Graver Capital Management, LLC | 2056589 | $140.4M | 26 | last filed Q2 2026 |
| WELLINGTON-ALTUS USA INC. | 1760398 | $140.3M | 661 | last filed Q2 2026 |
| DEERE & CO | 315189 | $140.3M | 3 | last filed Q1 2024 |
| Vigil Wealth Management, LLC | 2107625 | $140.2M | 81 | last filed Q2 2026 |
| Partnership Wealth Management, LLC | 2010656 | $140.2M | 67 | Q3 2026 |
| Uptown Financial Advisors LLC | 2066147 | $140.1M | 77 | Q3 2026 |
| ARMOR ADVISORS, L.L.C. | 1600698 | $140.1M | 16 | last filed Q2 2026 |
| North Capital, Inc. | 2065938 | $140.1M | 96 | Q3 2026 |
| Opes Advisors Inc | 1694948 | $140.0M | 43 | last filed Q4 2018 |
| Nearside Advisors, LLC | 2154145 | $140.0M | 47 | Q3 2026 |
| Fox Financial, Inc | 2004131 | $139.9M | 14 | Q3 2026 |
| Fairman Group, LLC | 2016719 | $139.8M | 332 | Q3 2026 |
| AEGON USA Investment Management, LLC | 1454937 | $139.7M | 42 | last filed Q2 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 2122180 | $139.6M | 170 | Q3 2026 |
| Stenham Asset Management Ltd | 1840750 | $139.6M | 15 | last filed Q2 2026 |
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 1512998 | $139.6M | 4 | last filed Q1 2019 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 2065074 | $139.6M | 40 | last filed Q2 2026 |
| PCG ASSET MANAGEMENT, LLC | 2054906 | $139.5M | 84 | last filed Q2 2026 |
| Blue Investment Opportunities, LLC - Project Breeze Series 1 | 2032685 | $139.5M | 1 | last filed Q2 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 1608826 | $139.5M | 66 | Q3 2026 |
| Lepercq Multi-Asset Fund | 1536991 | $139.5M | 14 | last filed Q4 2024 |
| Appalachian Capital Management Ltd | 2111450 | $139.4M | 48 | Q3 2026 |
| Cadia Private Client LLC | 2135817 | $139.4M | 76 | last filed Q2 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | 1904828 | $139.4M | 71 | last filed Q4 2025 |
| Legacy Advisory Services, LLC | 2068847 | $139.3M | 80 | Q3 2026 |
| BALANCE CAPITAL PARTNERS L.P. | 2109256 | $139.3M | 10 | last filed Q2 2026 |
| Athena Wealth Management, LLC | 2128243 | $139.3M | 103 | Q3 2026 |
| Hershey Financial Advisers, LLC | 2034214 | $139.2M | 85 | last filed Q2 2026 |
| HIGH POINTE CAPITAL MANAGEMENT LLC | 1280051 | $139.2M | 78 | last filed Q1 2022 |
| HBE Wealth Management, LLC | 2104442 | $139.2M | 59 | last filed Q2 2026 |
| Brickwood Asset Management LLP | 2056939 | $139.2M | 10 | last filed Q2 2026 |
| Petiole USA ltd | 1600202 | $139.1M | 31 | last filed Q2 2026 |
| APS Management Group, Inc. | 1914985 | $139.1M | 72 | Q3 2026 |
| Synergy Financial Group, LTD | 1905669 | $139.0M | 119 | last filed Q2 2026 |
| Global Trust Wealth Management LLC | 2065265 | $139.0M | 71 | Q3 2026 |
| SeedSafe Financial LLC | 2149814 | $138.9M | 39 | last filed Q2 2026 |
| RP Management, LLC | 1507673 | $138.8M | 4 | last filed Q1 2025 |
| Karani Asset Management LLC | 1792430 | $138.7M | 57 | last filed Q2 2026 |
| New Mountain Capital, L.L.C. | 1407718 | $138.6M | 1 | last filed Q2 2026 |
| Winter & Associates, Inc. | 2109063 | $138.5M | 81 | Q3 2026 |
| Parkworth Wealth Management, Inc. | 2026602 | $138.5M | 1,352 | last filed Q2 2025 |
| Delphi Management Partners VIII, L.L.C. | 1457494 | $138.5M | 4 | last filed Q3 2021 |
| GS Investments, Inc. | 1714590 | $138.4M | 133 | last filed Q2 2026 |
| Sandro Wealth Management LLC | 2107860 | $138.4M | 103 | last filed Q2 2026 |
| E-Wealth Partners, LLC | 2129940 | $138.3M | 59 | last filed Q2 2026 |
| KLR INVESTMENT ADVISORS, LLC | 1973130 | $138.3M | 185 | last filed Q1 2024 |
| Antonelli Financial Advisors, LLC | 2055364 | $138.3M | 51 | Q3 2026 |
| Nvest Wealth Strategies, Inc. | 2106942 | $138.2M | 345 | Q3 2026 |
| Hillman Capital Management, Inc. | 1314620 | $138.2M | 54 | last filed Q2 2026 |
| Wealth & Pension Services Group, Inc. | 1697029 | $138.1M | 121 | last filed Q3 2019 |
| Cordasco Financial Network | 1594061 | $138.1M | 581 | last filed Q2 2022 |
| Wilmar Advisors LLC | 2052481 | $138.1M | 23 | last filed Q2 2026 |
| ArborFi Advisors, LLC | 2054674 | $137.9M | 45 | last filed Q2 2026 |
| QUANTRES ASSET MANAGEMENT Ltd | 1600581 | $137.9M | 144 | last filed Q1 2019 |
| BROADWATER CAPITAL MANAGEMENT LLC | 2084339 | $137.9M | 208 | last filed Q2 2026 |
| MFG WEALTH MANAGEMENT, INC. | 2053046 | $137.7M | 62 | Q3 2026 |
| Windsor Advisory Group, LLC | 1739953 | $137.7M | 97 | last filed Q2 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 2031637 | $137.6M | 71 | last filed Q2 2026 |
| Box Hill Private Wealth LLC | 2094120 | $137.5M | 75 | Q3 2026 |
| Dynamic Financial Group | 2061178 | $137.5M | 78 | Q3 2026 |
| Soapstone Management L.P. | 1726948 | $137.5M | 13 | last filed Q2 2026 |
| Mountaineer Partners Management, LLC | 1730532 | $137.5M | 11 | last filed Q2 2026 |
| Innovative Advisory Group, LLC | 2156202 | $137.4M | 32 | Q3 2026 |
| ALPHA WINDWARD LLC | 1353219 | $137.4M | 395 | last filed Q3 2020 |
| TRG Investments, LLC | 1675088 | $137.4M | 1 | last filed Q4 2021 |
| Eagle Bay Advisors LLC | 1862864 | $137.3M | 145 | Q3 2026 |
| Pitti Group Wealth Management, LLC | 1909664 | $137.3M | 84 | last filed Q2 2026 |
| GTS FINANCIAL, LLC | 2112647 | $137.2M | 41 | last filed Q2 2026 |
| MARQUETTE ASSOCIATES, INC. | 2042617 | $137.2M | 38 | last filed Q2 2026 |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 883933 | $137.2M | 29 | last filed Q4 2021 |
| WealthPoint Financial, LLC | 2040860 | $137.2M | 126 | last filed Q2 2026 |
| Ferguson Johnson Wealth Management Inc | 2109387 | $137.2M | 38 | last filed Q2 2026 |
| TRUSTCO BANK CORP N Y | 357301 | $137.1M | 77 | last filed Q2 2026 |
| Sentinel Dome Partners, LLC | 2114194 | $137.1M | 32 | last filed Q2 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 2056402 | $137.1M | 55 | last filed Q2 2026 |
| Templeton & Phillips Capital Management, LLC | 1961304 | $137.1M | 52 | last filed Q2 2026 |
| MY Wealth Management Inc. | 1827845 | $137.0M | 43 | Q3 2026 |
| Vertex Investment Solutions Co., Ltd. | 2092214 | $137.0M | 25 | Q3 2026 |
| EXELON CORP | 1109357 | $137.0M | 9 | last filed Q4 2021 |
| Crabel Capital Management, LLC | 1536557 | $136.9M | 51 | last filed Q2 2026 |
| Praetorian Capital Management LLC | 1337851 | $136.9M | 20 | last filed Q1 2023 |
| SYNTAX RESEARCH, INC. | 1999827 | $136.9M | 179 | last filed Q2 2026 |
| Aventus Investment Advisors, Inc. | 2093055 | $136.9M | 173 | Q3 2026 |
| Transparent Wealth Partners LLC | 1906537 | $136.8M | 32 | last filed Q1 2023 |
| Titan Investment Management LLC | 2112547 | $136.8M | 40 | Q3 2026 |
| TT Capital Management LLC | 2056338 | $136.8M | 87 | Q3 2026 |
| Impact Investors, Inc | 1824539 | $136.8M | 88 | last filed Q2 2026 |
| Stone Wealth Partners | 1813454 | $136.8M | 63 | last filed Q2 2026 |
| Barrier Capital Management, LLC | 1909089 | $136.8M | 18 | last filed Q2 2026 |
| Alpha Advisors, LLC/VA | 2095967 | $136.7M | 50 | Q3 2026 |
| Momentum Wealth Planning, LLC | 2087652 | $136.7M | 38 | last filed Q2 2026 |
| Timmons Wealth Management, LLC | 2110045 | $136.7M | 74 | last filed Q2 2026 |
| Financial Planning Fort Collins, LLC | 2111920 | $136.7M | 33 | Q3 2026 |
| OUTFITTERS FINANCIAL LLC | 1846505 | $136.7M | 74 | Q3 2026 |
| Investment Advisory Services Group LLC | 2099157 | $136.7M | 37 | last filed Q2 2026 |
| Koenig Investment Advisory, LLC | 2114481 | $136.6M | 38 | Q3 2026 |
| Roan Capital Partners | 2124783 | $136.5M | 78 | Q3 2026 |
| ICG Advisors, LLC | 2089727 | $136.5M | 7 | Q3 2026 |
| Latash Investments, LLC | 1317961 | $136.5M | 20 | last filed Q2 2026 |
| Vesey Street Capital Partners, L.L.C. | 1910342 | $136.5M | 1 | last filed Q2 2026 |
| UNIONVIEW, LLC | 1908167 | $136.4M | 91 | last filed Q4 2024 |
| TABR Capital Management, LLC | 1805603 | $136.4M | 59 | Q3 2026 |
| Targeted Financial Services LLC | 1758288 | $136.4M | 63 | Q3 2026 |
| Summit Financial Consulting LLC | 2065794 | $136.4M | 48 | Q3 2026 |
| Lynch Investment Planning, LLC | 2110354 | $136.3M | 233 | Q3 2026 |
| LNZ Capital LP | 1666868 | $136.3M | 21 | last filed Q4 2021 |
| Seelaus Asset Management LLC | 1705655 | $136.3M | 190 | Q3 2026 |
| KVP Capital Advisors, LP | 1858198 | $136.2M | 35 | last filed Q2 2026 |
| Eagle Wealth Advisors LLC | 2107271 | $136.2M | 102 | Q3 2026 |
| MADRONA FUNDS, LLC | 1663871 | $136.1M | 58 | last filed Q3 2019 |
| WJ Financial Advisors LLC | 2095682 | $136.1M | 137 | last filed Q2 2026 |
| Ishara Investments LP | 2111609 | $136.1M | 41 | last filed Q2 2026 |
| Avail Investment Partners, LLC | 2134779 | $136.1M | 205 | Q3 2026 |
| Industrial Alliance Investment Management Inc. | 1630798 | $136.1M | 8 | Q3 2026 |
| HIGHSIDE GLOBAL MANAGEMENT LLC | 1802532 | $136.1M | 16 | last filed Q3 2022 |
| Donalies Financial Planning, LLC | 2111587 | $136.0M | 78 | Q3 2026 |
| Eidelman Virant Capital | 1512865 | $136.0M | 177 | last filed Q3 2022 |
| Pollock Investment Advisors, LLC | 2049804 | $136.0M | 40 | last filed Q4 2025 |
| Golden Bell Financial Planning LLC | 2044309 | $136.0M | 41 | last filed Q2 2026 |
| Challenger Wealth Management | 2057602 | $135.9M | 65 | last filed Q2 2026 |
| Phillips Wealth Planners LLC | 1962628 | $135.8M | 217 | last filed Q2 2026 |
| CORE WEALTH ADVISORS, LLC | 2110114 | $135.7M | 35 | last filed Q2 2026 |
| Telligent Fund, LP | 1470723 | $135.7M | 23 | last filed Q2 2026 |
| Valor Advisors LLC | 2108599 | $135.7M | 32 | last filed Q2 2026 |
| MRP Capital Investments, LLC | 1964831 | $135.7M | 223 | last filed Q2 2026 |
| Finward Bancorp | 919864 | $135.6M | 103 | Q3 2026 |
| Northwest Bank & Trust Co | 1936193 | $135.5M | 198 | last filed Q4 2024 |
| Farnam Financial LLC | 2080267 | $135.5M | 58 | Q3 2026 |
| Broussard Financial Group LLC | 1548136 | $135.4M | 38 | Q3 2026 |
| Approach Retirement Advisors, LLC | 2106948 | $135.4M | 80 | Q3 2026 |
| Tsai Capital Corp | 1574850 | $135.3M | 17 | last filed Q2 2026 |
| 180 GPS Investments IC Ltd | 2077902 | $135.3M | 23 | last filed Q2 2026 |
| INTREPID FAMILY OFFICE LLC | 1596197 | $135.2M | 35 | last filed Q2 2026 |
| CornerStone Partners LLC | 1752833 | $135.2M | 9 | last filed Q3 2020 |
| RD Lewis Holdings, Inc. | 2046179 | $135.2M | 88 | last filed Q2 2026 |
| Capital CS Group, LLC | 1830008 | $135.2M | 74 | Q3 2026 |
| Mango Investments LLC | 2006561 | $135.2M | 23 | last filed Q1 2024 |
| Barnett & Company, Inc. | 1426588 | $135.1M | 86 | last filed Q2 2026 |
| Dala Group, LLC | 2129058 | $135.0M | 71 | Q3 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 2053653 | $135.0M | 19 | last filed Q2 2026 |
| Stirlingshire Investments, Inc. | 1829271 | $134.9M | 221 | last filed Q2 2026 |
| POINCIANA ADVISORS GROUP, LLC | 2054543 | $134.8M | 113 | last filed Q2 2026 |
| Point72 Italy, S.r.l. | 2006887 | $134.7M | 19 | last filed Q3 2025 |
| Total Wealth Planning & Management, Inc. | 2058383 | $134.6M | 174 | Q3 2026 |
| RM Financial Services, LLC | 2109852 | $134.6M | 79 | last filed Q2 2026 |
| VanWeelden Wealth Management, LLC | 1740451 | $134.6M | 19 | last filed Q2 2026 |
| Cloverdale Capital Management, LLC | 1635925 | $134.6M | 32 | last filed Q2 2020 |
| OBSIDIAN CIO, LLC | 1843581 | $134.5M | 221 | last filed Q2 2026 |
| Cook & Bynum Capital Management, LLC | 1542280 | $134.5M | 6 | last filed Q2 2026 |
| HATTON CONSULTING, INC. | 1859542 | $134.4M | 42 | last filed Q3 2021 |
| BLVD Private Wealth, LLC | 2079537 | $134.4M | 72 | Q3 2026 |
| Talisman Wealth Advisors LLC | 1962685 | $134.4M | 110 | last filed Q2 2026 |
| CPR Investments Inc. | 1775053 | $134.4M | 64 | Q3 2026 |
| Valtrion Capital Management, LLC | 2072223 | $134.4M | 103 | last filed Q2 2026 |
| David Wealth Management LLC | 2042337 | $134.3M | 55 | last filed Q2 2025 |
| StackLine Partners LP | 1742654 | $134.3M | 11 | last filed Q3 2022 |
| Boreal Capital Management LLC | 2080094 | $134.3M | 507 | last filed Q2 2026 |
| Elevated Private Wealth, LLC | 2083411 | $134.3M | 80 | Q3 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | 1910852 | $134.3M | 103 | last filed Q2 2026 |
| Vista Cima Wealth Management LLC | 2055907 | $134.3M | 49 | last filed Q2 2026 |
| Accredited Wealth Management, LLC | 2056519 | $134.2M | 381 | last filed Q3 2025 |
| Peapod Lane Capital LLC | 2050979 | $134.1M | 59 | Q3 2026 |
| Hingham Institution for Savings | 2044671 | $134.0M | 15 | Q3 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 2011194 | $133.9M | 29 | last filed Q2 2026 |
| INTEGRATED WEALTHCARE, LLC | 1962105 | $133.9M | 29 | last filed Q2 2026 |
| Lexington Partners L.P. | 1621157 | $133.8M | 2 | last filed Q2 2026 |
| Householder Group Estate & Retirement Specialist, LLC | 1881590 | $133.8M | 531 | last filed Q4 2024 |
| RoundAngle Advisors LLC | 2049176 | $133.8M | 60 | last filed Q1 2026 |
| Elevation Wealth Management LLC | 2093518 | $133.8M | 146 | last filed Q2 2026 |
| WAYSTONE ADVISORS LLC | 2055997 | $133.6M | 110 | Q3 2026 |
| Cannae Holdings, Inc. | 1704720 | $133.6M | 2 | last filed Q2 2026 |
| Tatro Capital, LLC | 1802488 | $133.6M | 84 | last filed Q1 2022 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 1914515 | $133.5M | 65 | last filed Q2 2026 |
| Harbor Asset Planning, Inc. | 2077050 | $133.4M | 416 | Q3 2026 |
| Clearview Wealth Management LLC | 1857588 | $133.4M | 61 | Q3 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 1088388 | $133.4M | 141 | Q3 2026 |
| Carter Financial, LLC | 2115533 | $133.4M | 33 | last filed Q2 2026 |
| Capstone Wealth Management, Inc. | 2112205 | $133.2M | 48 | last filed Q2 2026 |
| Phase 2 Partners, LLC | 1841126 | $133.2M | 26 | last filed Q4 2024 |
| PERSONAL FINANCIAL CONSULTANTS INC /ADV | 77657 | $133.2M | 19 | last filed Q2 2019 |
| Clearshares LLC | 1733456 | $133.1M | 38 | last filed Q4 2021 |
| Aldebaran Capital, LLC | 1448430 | $133.1M | 39 | last filed Q2 2026 |