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 13 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Long Pond Capital, LP | 1499066 | $1.0B | 30 | last filed Q2 2026 |
| Westerkirk Capital Inc. | 2080423 | $1.0B | 212 | last filed Q2 2026 |
| U S GLOBAL INVESTORS INC | 754811 | $1.0B | 127 | last filed Q2 2026 |
| SR One Capital Management, LP | 1910264 | $1.0B | 15 | last filed Q2 2026 |
| Harbour Trust & Investment Management Co | 2003557 | $1.0B | 160 | last filed Q2 2026 |
| TETRAD CORP | 883597 | $1.0B | 3 | Q3 2026 |
| Private Wealth Asset Management, LLC | 1883006 | $1.0B | 930 | last filed Q2 2026 |
| Caliber Wealth Management, LLC / KS | 2067120 | $1.0B | 300 | last filed Q2 2026 |
| New England Private Wealth Advisors LLC | 1582813 | $1.0B | 205 | last filed Q2 2026 |
| Oak Thistle LLC | 1755987 | $1.0B | 466 | last filed Q2 2026 |
| Iron Gate Global Advisors LLC | 1131181 | $1.0B | 109 | last filed Q2 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | $1.0B | 112 | last filed Q2 2026 |
| Sierra Capital LLC | 1787274 | $1.0B | 228 | last filed Q2 2026 |
| ISTHMUS PARTNERS, LLC | 1639666 | $1.0B | 226 | last filed Q2 2026 |
| PrairieView Partners, LLC | 1726673 | $1.0B | 357 | last filed Q2 2025 |
| Baldwin Investment Management, LLC | 1346378 | $1.0B | 231 | last filed Q2 2026 |
| Laurel Wealth Advisors LLC | 1757128 | $1.0B | 200 | last filed Q2 2026 |
| SEEYOND | 1767840 | $1.0B | 602 | last filed Q4 2022 |
| AssuredPartners Investment Advisors, LLC | 2055492 | $1.0B | 414 | last filed Q2 2026 |
| Opus Capital Group, LLC | 1330325 | $1.0B | 150 | last filed Q2 2026 |
| Paradigm Operations LP | 1911136 | $1.0B | 4 | last filed Q2 2026 |
| ALTFEST L J & CO INC | 712050 | $1.0B | 311 | last filed Q2 2026 |
| Archer Investment Corp | 1803804 | $1.0B | 1,254 | last filed Q2 2026 |
| Rodgers Brothers Inc. | 1397290 | $1.0B | 247 | last filed Q2 2026 |
| Provident Investment Management, Inc. | 1076964 | $1.0B | 89 | last filed Q2 2026 |
| Quadcap Wealth Management, LLC | 2009674 | $1.0B | 418 | last filed Q2 2026 |
| Impact Partnership Wealth, LLC | 1984555 | $1.0B | 439 | last filed Q2 2026 |
| Massar Capital Management, LP | 2037238 | $1.0B | 260 | last filed Q2 2026 |
| Columbus Macro, LLC | 1727269 | $1.0B | 207 | last filed Q2 2026 |
| DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | 1538773 | $1.0B | 10 | last filed Q4 2018 |
| Engine Capital Management, LP | 1665590 | $1.0B | 29 | last filed Q2 2026 |
| Columbus Hill Capital Management, L.P. | 1384982 | $1.0B | 30 | last filed Q2 2026 |
| Apis Capital Advisors, LLC | 1386892 | $1.0B | 60 | last filed Q2 2026 |
| RH Tailwind Management, LLC | 2065331 | $1.0B | 58 | last filed Q2 2026 |
| Invst, LLC | 1867587 | $1.0B | 343 | last filed Q2 2026 |
| Cable Hill Partners, LLC | 1674581 | $1.0B | 217 | last filed Q1 2025 |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | $1.0B | 535 | last filed Q2 2026 |
| Keebeck Wealth Management | 1803675 | $1.0B | 471 | last filed Q2 2026 |
| Omega Advisors Inc. | 898202 | $1.0B | 35 | last filed Q4 2018 |
| HighTower Trust Company, N.A. | 1090413 | $1.0B | 221 | last filed Q1 2023 |
| NTV Asset Management LLC | 1284208 | $1.0B | 317 | last filed Q2 2026 |
| Capital Investment Services of America, Inc. | 811360 | $1.0B | 83 | last filed Q2 2026 |
| Portfolio Strategies, Inc. | 1753271 | $1.0B | 81 | last filed Q2 2026 |
| JABODON PT CO | 1594167 | $1.0B | 8 | last filed Q2 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | 1161822 | $1.0B | 284 | last filed Q2 2026 |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 1058231 | $1.0B | 68 | last filed Q2 2026 |
| TRITONPOINT WEALTH, LLC | 2008171 | $1.0B | 281 | last filed Q2 2026 |
| CKW FINANCIAL GROUP | 1600403 | $1.0B | 317 | last filed Q2 2026 |
| Genus Capital Management Inc. | 1532385 | $1.0B | 204 | last filed Q2 2026 |
| GUARDIAN CAPITAL ADVISORS LP | 1512652 | $1.0B | 167 | last filed Q3 2024 |
| Redhawk Wealth Advisors, Inc. | 1535811 | $1.0B | 408 | last filed Q2 2026 |
| Laurel Wealth Advisors, Inc. | 1666179 | $1.0B | 641 | last filed Q4 2022 |
| ALLEN HOLDING INC /NY | 919489 | $1.0B | 10 | last filed Q2 2026 |
| DUALITY ADVISERS, LP | 1741024 | $1.0B | 572 | last filed Q1 2024 |
| Dream Peak Capital Ltd | 2032148 | $1.0B | 7 | last filed Q2 2026 |
| NAN FUNG TRINITY (HK) LTD | 1781880 | $1.0B | 55 | last filed Q2 2026 |
| Havemeyer Place LP | 2026128 | $1.0B | 495 | last filed Q2 2026 |
| Lavaca Capital LLC | 1641447 | $1.0B | 349 | last filed Q2 2026 |
| Accel Leaders 4 Associates L.P. | 1923783 | $1.0B | 1 | last filed Q2 2026 |
| Insight Wealth Strategies, LLC | 1749914 | $1.0B | 192 | Q3 2026 |
| Counterpoint Mutual Funds LLC | 1698461 | $1.0B | 295 | last filed Q2 2026 |
| Quantum Financial Advisors, LLC | 1929139 | $1.0B | 251 | last filed Q2 2026 |
| DiNuzzo Private Wealth, Inc. | 1994563 | $1.0B | 1,347 | last filed Q2 2026 |
| Gladstone Capital Management LLP | 1353394 | $1.0B | 40 | last filed Q2 2026 |
| Bridgeworth, LLC | 1691804 | $1.0B | 177 | last filed Q4 2023 |
| IAG Wealth Partners, LLC | 1827261 | $1.0B | 508 | last filed Q2 2026 |
| Redwood Investment Management, LLC | 1717479 | $1.0B | 306 | last filed Q2 2026 |
| Steigerwald, Gordon & Koch Inc. | 1731876 | $1.0B | 765 | last filed Q2 2026 |
| KR Capital LP | 2103364 | $1.0B | 79 | last filed Q2 2026 |
| CATALYST FINANCIAL PARTNERS LLC | 1927537 | $1.0B | 416 | last filed Q2 2026 |
| World Asset Management Inc | 1389215 | $1.0B | 841 | last filed Q3 2021 |
| Occidental Asset Management, LLC | 1770994 | $1.0B | 325 | last filed Q2 2026 |
| Eagle Strategies LLC | 1907666 | $1.0B | 273 | last filed Q2 2026 |
| Grove Bank & Trust | 1662212 | $1.0B | 932 | Q3 2026 |
| Patton Albertson Miller Group, LLC | 1511037 | $1.0B | 213 | last filed Q2 2026 |
| MAR VISTA INVESTMENT PARTNERS LLC | 1419999 | $1.0B | 33 | last filed Q2 2026 |
| B&D White Capital Company, LLC | 1752523 | $1.0B | 94 | last filed Q2 2026 |
| Sendero Wealth Management, LLC | 1639375 | $1.0B | 209 | last filed Q2 2026 |
| BlueStem Wealth Partners, LLC | 1977465 | $1.0B | 127 | last filed Q2 2026 |
| KIM, LLC | 1888968 | $1.0B | 69 | last filed Q2 2026 |
| Fulcrum Asset Management LLP | 1353395 | $1.0B | 1,027 | last filed Q2 2026 |
| ADVISORY RESEARCH INC | 902584 | $1.0B | 136 | last filed Q2 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | 1802533 | $1.0B | 377 | last filed Q2 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | 1768130 | $1.0B | 268 | last filed Q2 2026 |
| TOTH FINANCIAL ADVISORY CORP | 866780 | $1.0B | 1,024 | Q3 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | $1.0B | 408 | last filed Q2 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 1807328 | $1.0B | 154 | last filed Q2 2026 |
| Ascent Wealth Partners, LLC | 1546865 | $1.0B | 200 | last filed Q2 2026 |
| BerganKDV Wealth Management, LLC | 1660203 | $999.6M | 862 | last filed Q2 2023 |
| Embree Financial Group | 2020860 | $998.6M | 283 | last filed Q2 2026 |
| 180 WEALTH ADVISORS, LLC | 1730817 | $997.5M | 486 | last filed Q2 2026 |
| HHM Wealth Advisors, LLC | 1750086 | $996.0M | 896 | last filed Q2 2026 |
| SHELL ASSET MANAGEMENT CO | 1211028 | $995.7M | 1,141 | last filed Q3 2025 |
| LEUTHOLD GROUP, LLC | 1170152 | $995.2M | 237 | last filed Q2 2026 |
| NINE MASTS CAPITAL Ltd | 1569356 | $994.7M | 115 | last filed Q2 2026 |
| ROMANO BROTHERS AND COMPANY | 200648 | $994.4M | 331 | last filed Q2 2026 |
| Souders Financial Advisors | 1811240 | $994.1M | 224 | last filed Q2 2026 |
| Rock Creek Group LLC | 1484067 | $993.7M | 57 | last filed Q2 2026 |
| Power Alpha Investment Ltd | 2014593 | $993.6M | 4 | last filed Q2 2026 |
| CHICAGO EQUITY PARTNERS LLC | 1116992 | $993.1M | 647 | last filed Q1 2020 |
| DENALI ADVISORS LLC | 1142941 | $993.0M | 318 | last filed Q2 2026 |
| Perella Weinberg Partners Capital Management LP | 1426083 | $992.8M | 26 | last filed Q1 2024 |
| Capital Advisors, Ltd. LLC | 1597878 | $991.2M | 1,518 | last filed Q2 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2006637 | $990.4M | 224 | last filed Q2 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | 2149956 | $990.2M | 218 | last filed Q2 2026 |
| KTF INVESTMENTS, LLC | 2099997 | $989.4M | 93 | last filed Q2 2026 |
| State of Wyoming | 1821626 | $989.1M | 1,872 | last filed Q2 2026 |
| NOVEM GROUP | 1926783 | $987.9M | 437 | last filed Q2 2026 |
| Archford Capital Strategies, LLC | 1606609 | $987.5M | 359 | last filed Q2 2026 |
| SEGRA CAPITAL MANAGEMENT, LLC | 1607512 | $987.4M | 15 | Q3 2026 |
| Global Endowment Management, LP | 1512237 | $986.5M | 72 | last filed Q2 2026 |
| TAURUS ASSET MANAGEMENT, LLC | 1317209 | $986.2M | 87 | last filed Q1 2025 |
| Financial Partners Group, Inc | 1731169 | $985.1M | 250 | last filed Q2 2026 |
| Southeast Asset Advisors, LLC | 1390003 | $984.5M | 225 | last filed Q2 2026 |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | $984.4M | 2,794 | last filed Q2 2026 |
| Adams Asset Advisors, LLC | 1386929 | $984.4M | 94 | Q3 2026 |
| LVZ, Inc. | 1574408 | $984.3M | 177 | last filed Q2 2026 |
| Stanley-Laman Group, Ltd. | 1601489 | $984.2M | 298 | last filed Q2 2026 |
| Cheviot Value Management, LLC | 1427147 | $984.0M | 443 | last filed Q2 2026 |
| Marble Harbor Investment Counsel, LLC | 1387130 | $984.0M | 200 | last filed Q2 2026 |
| Nachman Norwood & Parrott, Inc | 1754950 | $983.9M | 291 | last filed Q2 2021 |
| JAMES INVESTMENT RESEARCH, INC. | 810384 | $983.8M | 375 | last filed Q2 2026 |
| INFINITUM ASSET MANAGEMENT, LLC | 2058093 | $983.2M | 17 | last filed Q2 2026 |
| Greenline Partners, LLC | 1697323 | $983.0M | 149 | last filed Q2 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 1387761 | $982.7M | 170 | last filed Q2 2026 |
| Hanson & Doremus Investment Management | 1393944 | $982.7M | 484 | last filed Q2 2026 |
| CABOT WEALTH MANAGEMENT INC | 1016683 | $982.2M | 142 | last filed Q2 2026 |
| WEST MICHIGAN ADVISORS, LLC | 1909879 | $981.3M | 354 | last filed Q2 2026 |
| Van Cleef Asset Management,Inc | 1482935 | $981.0M | 119 | last filed Q2 2026 |
| Stillwater Capital Advisors, LLC | 1482970 | $980.6M | 71 | last filed Q2 2026 |
| Hill Investment Group Partners, LLC | 1979028 | $980.4M | 61 | last filed Q2 2026 |
| ClariVest Asset Management LLC | 1388167 | $980.2M | 844 | last filed Q3 2024 |
| Perseverance Asset Management International | 1802695 | $979.0M | 19 | last filed Q2 2026 |
| Johnson & Johnson Innovation - JJDC, Inc. | 924020 | $978.2M | 21 | last filed Q2 2021 |
| Parkman Healthcare Partners LLC | 1777015 | $976.8M | 77 | last filed Q2 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 1000097 | $976.2M | 69 | last filed Q2 2026 |
| Family Manage LLC | 1539947 | $974.7M | 323 | last filed Q2 2026 |
| Patriot Financial Group Insurance Agency, LLC | 1694883 | $974.0M | 489 | last filed Q2 2026 |
| LODESTAR INVESTMENT COUNSEL LLC/IL | 1058949 | $973.9M | 175 | last filed Q2 2019 |
| SEEDS INVESTOR LLC | 2021047 | $973.3M | 379 | last filed Q2 2026 |
| ZEGA Investments, LLC | 2045703 | $973.0M | 216 | last filed Q2 2026 |
| RPG Investment Advisory, LLC | 1666664 | $972.9M | 93 | last filed Q2 2026 |
| Permanens Capital L.P. | 1599637 | $972.4M | 100 | last filed Q2 2026 |
| Integrity Advisory Solutions, LLC | 2057931 | $971.7M | 336 | last filed Q2 2026 |
| Deer IX & Co. Ltd. | 1655220 | $971.4M | 6 | last filed Q3 2021 |
| HARVEY CAPITAL MANAGEMENT INC | 1119032 | $971.3M | 92 | last filed Q2 2026 |
| Troluce Capital Advisors LLC | 1910321 | $971.0M | 23 | last filed Q2 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | 1066816 | $970.9M | 651 | last filed Q2 2026 |
| Marietta Wealth Management, LLC | 1697847 | $970.6M | 133 | last filed Q2 2026 |
| Noked Israel Ltd | 1767750 | $969.9M | 11 | last filed Q2 2026 |
| Resource Management, LLC | 1731437 | $969.8M | 190 | last filed Q4 2021 |
| Field & Main Bank | 1594492 | $969.7M | 271 | last filed Q2 2026 |
| RMG Wealth Management LLC | 1844731 | $969.5M | 578 | last filed Q2 2026 |
| Disciplina Capital Management LLC | 1993404 | $968.0M | 68 | last filed Q2 2026 |
| Stockman Wealth Management, Inc. | 1389400 | $967.7M | 178 | last filed Q2 2026 |
| L & S Advisors Inc | 1392364 | $967.4M | 236 | last filed Q2 2026 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 1671754 | $967.4M | 103 | last filed Q2 2026 |
| black-and-white Capital LP | 1690186 | $967.3M | 23 | last filed Q2 2021 |
| Bath Savings Trust Co | 1384943 | $965.9M | 178 | Q3 2026 |
| Revolve Wealth Partners, LLC | 1808992 | $965.2M | 350 | last filed Q2 2026 |
| Baker Ellis Asset Management LLC | 1365559 | $964.1M | 265 | last filed Q2 2026 |
| GOODNOW INVESTMENT GROUP, LLC | 1362255 | $963.7M | 23 | last filed Q2 2026 |
| Aviance Capital Partners, LLC | 1542383 | $963.2M | 388 | last filed Q2 2026 |
| L2 Asset Management, LLC | 1686988 | $962.8M | 411 | last filed Q2 2026 |
| HOURGLASS CAPITAL, LLC | 1442573 | $962.3M | 127 | last filed Q2 2026 |
| Leonard Green & Partners, L.P. | 1175523 | $962.2M | 4 | last filed Q2 2026 |
| SILVERARC CAPITAL MANAGEMENT, LLC | 1816307 | $962.2M | 73 | last filed Q2 2026 |
| PARTHENON LLC | 1088859 | $962.0M | 133 | last filed Q2 2026 |
| ARDSLEY ADVISORY PARTNERS LP | 900529 | $960.2M | 136 | last filed Q2 2026 |
| Ramirez Asset Management, Inc. | 1992110 | $959.9M | 360 | last filed Q2 2026 |
| BURNS J W & CO INC/NY | 1047339 | $959.5M | 189 | last filed Q2 2026 |
| Wahed Invest LLC | 1763146 | $958.1M | 227 | last filed Q2 2026 |
| CAPITAL GROWTH MANAGEMENT LP | 60335 | $956.9M | 46 | last filed Q3 2020 |
| Buck Wealth Strategies, LLC | 1973259 | $956.2M | 1,170 | last filed Q2 2026 |
| Lifeworks Advisors, LLC | 1882132 | $955.0M | 337 | last filed Q2 2026 |
| VICTORY FINANCIAL GROUP, LLC | 2011333 | $952.9M | 397 | last filed Q2 2026 |
| Claro Advisors Inc. | 1764386 | $952.8M | 533 | last filed Q2 2026 |
| Night Owl Capital Management, LLC | 1410833 | $952.8M | 30 | last filed Q2 2026 |
| CVFG LLC | 2050974 | $952.1M | 250 | last filed Q2 2026 |
| Elyxium Wealth, LLC | 2043538 | $952.1M | 298 | last filed Q2 2026 |
| Central Pacific Bank - Trust Division | 2020066 | $952.0M | 849 | Q3 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | 1359262 | $951.8M | 26 | last filed Q2 2026 |
| Abacus Wealth Partners, LLC | 1978011 | $951.6M | 321 | last filed Q2 2026 |
| L. Roy Papp & Associates, LLP | 809339 | $951.4M | 193 | last filed Q2 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | 883803 | $948.9M | 245 | last filed Q2 2026 |
| Diametric Capital, LP | 1719087 | $948.5M | 473 | last filed Q2 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | 1068804 | $948.4M | 89 | last filed Q2 2026 |
| Asset One Wealth Management LLC | 2110759 | $947.7M | 346 | last filed Q2 2026 |
| United Advisor Group, LLC | 2004873 | $947.7M | 532 | last filed Q2 2026 |
| WENDELL DAVID ASSOCIATES INC | 878228 | $946.7M | 155 | last filed Q2 2026 |
| Noked Capital LTD | 1709622 | $946.1M | 48 | last filed Q3 2022 |
| CCM INVESTMENT GROUP, LLC | 2067069 | $945.8M | 207 | last filed Q1 2025 |
| OARSMAN CAPITAL, INC. | 1569667 | $944.8M | 244 | last filed Q2 2026 |
| SYLEBRA CAPITAL LLC | 2003074 | $944.5M | 9 | last filed Q2 2026 |
| Old West Investment Management, LLC | 1549358 | $944.2M | 124 | last filed Q2 2026 |
| EMS Capital LP | 1441843 | $944.1M | 18 | last filed Q4 2021 |
| Headlands Technologies LLC | 1570271 | $942.5M | 695 | last filed Q2 2026 |
| Condire Management, LP | 1847739 | $942.3M | 21 | last filed Q2 2026 |
| Allegheny Financial Group | 1844148 | $942.0M | 305 | last filed Q2 2026 |
| MIDDLETON & CO INC/MA | 919497 | $941.9M | 170 | last filed Q2 2026 |
| Wealth High Governance Asset Management Ltda. | 2111728 | $939.5M | 50 | last filed Q2 2026 |
| FSM Wealth Advisors, LLC | 1942548 | $939.0M | 344 | last filed Q2 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | 1856103 | $938.1M | 92 | last filed Q2 2026 |
| Archon Partners LLC | 1454424 | $936.8M | 37 | last filed Q2 2026 |
| Wealth Enhancement Trust Services, Inc. | 2067696 | $936.6M | 780 | Q3 2026 |
| Cornerstone Advisors, Inc. | 1532520 | $935.6M | 717 | last filed Q3 2020 |
| High Probability Advisors, LLC | 2039415 | $935.0M | 75 | last filed Q2 2026 |
| SCOGGIN MANAGEMENT LP | 1086416 | $934.8M | 56 | last filed Q2 2026 |
| First Turn Management, LLC | 1993440 | $934.7M | 31 | last filed Q2 2026 |
| CAAS CAPITAL MANAGEMENT LP | 1802881 | $933.7M | 227 | last filed Q1 2025 |
| Brightworth | 1656666 | $933.4M | 126 | last filed Q3 2022 |
| ASHFORD CAPITAL MANAGEMENT INC | 897070 | $932.6M | 107 | last filed Q2 2026 |
| PLANNING ALTERNATIVES LTD /ADV | 712011 | $932.6M | 129 | last filed Q2 2026 |
| SYCOMORE ASSET MANAGEMENT | 1728681 | $931.6M | 72 | last filed Q2 2026 |
| Ashe Capital Management, LP | 1632715 | $931.5M | 7 | last filed Q2 2026 |
| Artal Group S.A. | 1053906 | $931.1M | 2 | last filed Q2 2026 |
| Bronte Capital Management Pty Ltd. | 1471085 | $931.1M | 56 | last filed Q2 2026 |
| Night Squared LP | 2058786 | $930.4M | 69 | last filed Q2 2026 |
| FORTE CAPITAL LLC /ADV | 1022314 | $930.3M | 239 | last filed Q2 2025 |
| Desjardins Global Asset Management Inc. | 1563660 | $930.0M | 658 | last filed Q4 2023 |
| Capital Investment Counsel, Inc | 1418421 | $929.3M | 266 | last filed Q2 2026 |
| RR PARTNERS LP | 1280217 | $928.9M | 15 | last filed Q2 2021 |
| Claret Asset Management Corp | 1735513 | $928.3M | 498 | last filed Q2 2026 |
| Ikarian Capital, LLC | 1778253 | $928.2M | 137 | last filed Q2 2026 |
| Fort Sheridan Advisors LLC | 1606666 | $927.9M | 299 | last filed Q2 2026 |
| REDWOOD CAPITAL MANAGEMENT, LLC | 1316622 | $927.4M | 25 | last filed Q2 2026 |
| Violich Capital Management, Inc. | 1326766 | $926.7M | 113 | Q3 2026 |
| Arista Wealth Management, LLC | 1964758 | $926.7M | 266 | last filed Q2 2026 |
| Community Bank, N.A. | 1632187 | $926.3M | 530 | last filed Q2 2026 |
| ABC ARBITRAGE SA | 2049221 | $926.1M | 381 | last filed Q2 2026 |
| MBB PUBLIC MARKETS I LLC | 1892378 | $926.0M | 25 | last filed Q2 2026 |
| BARLOW WEALTH PARTNERS, LLC | 1999928 | $925.5M | 149 | last filed Q2 2026 |
| Meristem Family Wealth, LLC | 1511915 | $925.3M | 337 | last filed Q1 2022 |
| Roble, Belko & Company, Inc | 1642305 | $925.3M | 486 | last filed Q2 2026 |
| SILVERBACK ASSET MANAGEMENT LLC | 1278960 | $924.8M | 62 | last filed Q2 2026 |
| Geometric Wealth Advisors | 1900576 | $924.5M | 94 | last filed Q2 2026 |
| Maridea Wealth Management LLC | 2056245 | $924.1M | 547 | last filed Q2 2026 |
| James J. Burns & Company, LLC | 1949059 | $923.5M | 163 | last filed Q2 2026 |
| Alaska Wealth Advisors, LLC | 1731601 | $923.2M | 90 | last filed Q2 2026 |
| Delta Global Management LP | 1992724 | $921.7M | 149 | last filed Q2 2026 |
| SoftVest Advisors, LLC | 1803391 | $921.1M | 7 | last filed Q2 2026 |
| AXQ CAPITAL, LP | 1916908 | $919.7M | 960 | last filed Q2 2026 |
| TFO Wealth Partners, LLC | 1698750 | $919.3M | 65 | last filed Q2 2026 |
| SJS Investment Consulting Inc. | 1894302 | $918.7M | 2,884 | last filed Q2 2026 |
| STRATEGIC PLANNING GROUP, LLC | 1875525 | $918.0M | 75 | last filed Q2 2026 |
| HARVEY INVESTMENT CO LLC | 1162781 | $917.8M | 99 | last filed Q2 2026 |
| Quantitative Investment Management, LLC | 1445911 | $917.4M | 346 | last filed Q2 2026 |
| Avalon Global Asset Management LLC | 1314273 | $917.0M | 36 | last filed Q2 2026 |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1954056 | $917.0M | 341 | last filed Q2 2022 |
| TWIN CAPITAL MANAGEMENT INC | 1059187 | $916.4M | 269 | last filed Q2 2026 |