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 14 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| De Lisle Partners LLP | 2011184 | $916.2M | 178 | last filed Q2 2026 |
| Greenvale Capital LLP | 1768041 | $915.6M | 10 | last filed Q2 2026 |
| Agave Capital Management Ltd | 2099846 | $914.8M | 12 | last filed Q2 2026 |
| King Wealth Management Group | 1568235 | $914.3M | 176 | last filed Q2 2026 |
| Symphony Financial, Ltd. Co. | 1800687 | $914.3M | 371 | last filed Q2 2026 |
| MJP ASSOCIATES INC /ADV | 715113 | $914.2M | 232 | last filed Q2 2026 |
| RTD Financial Advisors, Inc. | 1810555 | $914.0M | 124 | Q3 2026 |
| ICICI Prudential Asset Management Co Ltd | 1697850 | $913.2M | 157 | last filed Q2 2026 |
| Pitcairn Wealth Advisors LLC | 2089089 | $912.9M | 281 | last filed Q2 2026 |
| Wallace Capital Management Inc. | 1459754 | $912.1M | 77 | last filed Q2 2026 |
| Castellan Group | 1832521 | $912.1M | 41 | last filed Q2 2026 |
| JT Stratford LLC | 1689013 | $912.0M | 321 | last filed Q2 2026 |
| Nelson Capital Management, LLC | 1512611 | $911.6M | 120 | last filed Q2 2026 |
| Permian Investment Partners, LP | 1472850 | $911.5M | 13 | last filed Q2 2026 |
| Bard Financial Services, Inc. | 1850858 | $911.2M | 209 | last filed Q3 2025 |
| Diversified, LLC | 1841991 | $911.0M | 229 | last filed Q3 2024 |
| Ion Asset Management Ltd. | 1603837 | $910.6M | 63 | last filed Q3 2025 |
| Pacific Life Fund Advisors LLC | 1499091 | $909.6M | 27 | last filed Q2 2026 |
| FORM Wealth Advisors, LLC | 2053294 | $909.3M | 61 | last filed Q2 2026 |
| Oak Root LLC | 2027377 | $907.1M | 10 | Q3 2026 |
| Forward Management, LLC | 1385864 | $907.1M | 32 | last filed Q3 2022 |
| Tennessee Valley Asset Management Partners | 1826790 | $906.5M | 207 | last filed Q2 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | 1540944 | $906.5M | 153 | last filed Q2 2026 |
| Strategic Wealth Partners Group, LLC | 1682677 | $906.2M | 70 | last filed Q1 2024 |
| Manchester Global Management (UK) Ltd | 1965104 | $906.0M | 23 | last filed Q2 2026 |
| One Wealth Advisors, LLC | 1725297 | $905.7M | 326 | last filed Q2 2026 |
| FLEMING JAMES B JR | 1096986 | $905.3M | 2 | last filed Q3 2025 |
| Emerging Variant Capital Management LP | 1754001 | $905.3M | 9 | last filed Q4 2022 |
| Pathway Financial Advisors LLC | 1738828 | $905.1M | 128 | Q3 2026 |
| SeaCrest Wealth Management, LLC | 1728121 | $903.4M | 550 | last filed Q2 2026 |
| Ranmore Fund Management Ltd | 2055400 | $903.0M | 23 | last filed Q2 2026 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | 1569049 | $902.8M | 27 | last filed Q2 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1748861 | $902.8M | 493 | last filed Q2 2026 |
| TFC Financial Management, Inc. | 1827844 | $902.3M | 1,034 | last filed Q2 2026 |
| Parkside Investments, LLC | 1706248 | $902.2M | 91 | last filed Q2 2026 |
| Soundwatch Capital LLC | 1803253 | $901.0M | 53 | last filed Q2 2026 |
| Strid Group, LLC | 1625800 | $900.7M | 93 | last filed Q2 2026 |
| Nellore Capital Management LLC | 1846677 | $900.7M | 10 | last filed Q2 2026 |
| MIdWestOne Financial Group, Inc. | 1412665 | $900.5M | 305 | last filed Q4 2025 |
| MayTech Global Investments, LLC | 1731134 | $900.2M | 22 | last filed Q2 2026 |
| Blueprint Financial Advisors LLC | 2054129 | $900.0M | 131 | last filed Q2 2026 |
| North Peak Capital Management, LLC | 1747888 | $900.0M | 8 | last filed Q2 2026 |
| VALLEY NATIONAL ADVISERS INC | 773411 | $899.8M | 1,056 | last filed Q2 2026 |
| BSW Wealth Partners | 1512601 | $899.2M | 331 | last filed Q2 2026 |
| FINANCIAL CONSULATE, INC | 1624510 | $898.5M | 1,449 | last filed Q2 2026 |
| ATP Life Science Ventures, L.P. | 1593440 | $898.3M | 3 | last filed Q1 2021 |
| Aster Capital Management (DIFC) Ltd | 2040915 | $896.7M | 1,432 | last filed Q2 2026 |
| Johnson Bixby & Associates, LLC | 1844238 | $895.8M | 131 | last filed Q2 2026 |
| SIERRA SUMMIT ADVISORS LLC | 2012614 | $895.4M | 185 | last filed Q2 2026 |
| Clayton, Dubilier & Rice, LLC | 1538642 | $895.0M | 2 | last filed Q2 2026 |
| ECLECTIC ASSOCIATES INC /ADV | 743482 | $894.8M | 162 | Q3 2026 |
| Fortis Capital Management LLC | 1802167 | $894.0M | 242 | last filed Q2 2026 |
| Titan Investment Solutions Ltd | 2103356 | $893.7M | 60 | last filed Q2 2026 |
| Cardan Capital Partners, LLC | 1664503 | $892.9M | 243 | last filed Q3 2021 |
| Manikay Partners, LLC | 1454893 | $892.6M | 21 | last filed Q4 2019 |
| First Ascent Asset Management, LLC | 1805758 | $892.4M | 53 | last filed Q4 2023 |
| SIGNET FINANCIAL MANAGEMENT, LLC | 1600307 | $892.0M | 299 | last filed Q1 2026 |
| HOWARD CAPITAL MANAGEMENT | 1078658 | $891.3M | 93 | last filed Q4 2020 |
| Warwick Investment Management, Inc. | 1931041 | $891.1M | 149 | last filed Q2 2026 |
| Fortis Capital Advisors, LLC | 1959790 | $889.4M | 408 | last filed Q2 2026 |
| Discerene Group LP | 1632958 | $889.1M | 12 | last filed Q2 2026 |
| First Trust Investment Solutions L.P. | 1996718 | $888.4M | 272 | last filed Q3 2024 |
| Philip James Wealth Mangement, LLC | 2002630 | $888.4M | 151 | last filed Q2 2026 |
| Legacy Financial Group LLC | 1834011 | $888.2M | 133 | last filed Q2 2026 |
| Brookwood Investment Group LLC | 2066812 | $887.6M | 517 | last filed Q2 2026 |
| Capital Advisors Wealth Management, LLC | 1824700 | $887.6M | 230 | Q3 2026 |
| Independence Bank of Kentucky | 1730479 | $887.6M | 589 | last filed Q2 2026 |
| KFG WEALTH MANAGEMENT, LLC | 1919344 | $885.9M | 224 | last filed Q2 2026 |
| StrategIQ Financial Group, LLC | 1665199 | $885.3M | 316 | last filed Q4 2023 |
| Camrose Capital Investment Partners LLP | 2040608 | $885.1M | 10 | last filed Q2 2026 |
| HTLF Bank | 2003343 | $884.8M | 217 | last filed Q4 2024 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 1115373 | $884.6M | 50 | last filed Q2 2026 |
| CITY HOLDING CO | 726854 | $884.5M | 587 | last filed Q2 2026 |
| Arbor Investment Advisors, LLC | 1590073 | $883.5M | 145 | last filed Q2 2026 |
| CALEDONIA INVESTMENTS PLC | 1037766 | $883.3M | 15 | last filed Q2 2026 |
| TCF National Bank | 1790153 | $882.7M | 376 | last filed Q1 2021 |
| 1834 INVESTMENT ADVISORS CO | 1138486 | $882.6M | 211 | last filed Q2 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | 1925420 | $882.4M | 373 | last filed Q2 2026 |
| TCP Asset Management, LLC | 1961898 | $882.1M | 141 | last filed Q2 2026 |
| CANYON CAPITAL ADVISORS LLC | 1074034 | $882.0M | 22 | last filed Q2 2026 |
| CHEMICAL BANK | 919087 | $881.4M | 347 | last filed Q2 2019 |
| Atlas Venture Life Science Advisors, LLC | 1917529 | $881.3M | 7 | last filed Q2 2026 |
| Echinus Advisors, LLC | 1602970 | $881.2M | 7 | last filed Q1 2020 |
| Front Street Capital Management, Inc. | 1683182 | $880.6M | 70 | last filed Q2 2026 |
| INSPIRION WEALTH ADVISORS, LLC | 1633448 | $880.4M | 185 | Q3 2026 |
| Icon Wealth Partners, LLC | 1718732 | $880.2M | 391 | last filed Q3 2023 |
| Meridian Wealth Advisors, LLC | 1768095 | $880.0M | 211 | last filed Q2 2026 |
| Euro Pacific Asset Management, LLC | 1796651 | $879.5M | 96 | last filed Q2 2026 |
| DARUMA CAPITAL MANAGEMENT LLC | 1080389 | $879.3M | 50 | last filed Q1 2019 |
| Foguth Wealth Management, LLC. | 2016322 | $878.9M | 213 | last filed Q2 2026 |
| Cannon Financial Strategists, Inc. | 2031123 | $878.5M | 133 | last filed Q2 2026 |
| ABSHER WEALTH MANAGEMENT, LLC | 1802534 | $878.4M | 73 | last filed Q2 2026 |
| Absolute Gestao de Investimentos Ltda. | 1622610 | $877.1M | 74 | last filed Q1 2026 |
| LEO BROKERAGE, LLC | 1146089 | $876.3M | 303 | last filed Q2 2023 |
| West Coast Financial LLC | 1511985 | $876.0M | 162 | last filed Q1 2025 |
| Vision Capital Management, Inc. | 1417889 | $875.9M | 156 | last filed Q2 2026 |
| St. Louis Trust Co | 1661144 | $875.4M | 125 | last filed Q2 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | 1600999 | $874.9M | 51 | last filed Q2 2026 |
| Iron Triangle Partners LP | 1779763 | $874.7M | 27 | last filed Q4 2025 |
| LAKE STREET PRIVATE WEALTH, LLC | 1772031 | $874.3M | 275 | last filed Q2 2026 |
| BAINCO INTERNATIONAL INVESTORS | 1074027 | $873.2M | 217 | last filed Q4 2020 |
| Concord Wealth Partners | 1814214 | $873.2M | 885 | last filed Q2 2026 |
| BDO Wealth Advisors, LLC | 1713458 | $871.9M | 979 | last filed Q2 2023 |
| Buckingham Capital Management, Inc. | 1567634 | $871.6M | 131 | last filed Q4 2024 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1277279 | $871.6M | 504 | last filed Q2 2026 |
| Compass Financial Group, INC/SD | 1964835 | $871.5M | 119 | last filed Q2 2026 |
| Walkner Condon Financial Advisors LLC | 1817494 | $871.4M | 344 | last filed Q2 2026 |
| Mint Tower Capital Management B.V. | 1666606 | $871.4M | 344 | last filed Q2 2026 |
| J.P. Marvel Investment Advisors, LLC | 1426755 | $871.2M | 64 | last filed Q2 2026 |
| Scarborough Advisors, LLC | 1815355 | $870.9M | 147 | last filed Q2 2026 |
| McMillan Office, Inc. | 2109205 | $870.9M | 507 | last filed Q2 2026 |
| Financial Enhancement Group LLC | 1641438 | $870.7M | 136 | Q3 2026 |
| SIR Capital Management, L.P. | 1434997 | $870.1M | 79 | last filed Q2 2026 |
| Premier Path Wealth Partners, LLC | 1999925 | $869.6M | 400 | last filed Q2 2026 |
| Oslo Pensjonsforsikring AS | 1828808 | $869.4M | 460 | last filed Q2 2026 |
| Gilbert & Cook, Inc. | 1675762 | $869.0M | 229 | last filed Q2 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | 1009262 | $868.7M | 66 | last filed Q2 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | 1734493 | $868.4M | 61 | last filed Q2 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1380137 | $868.3M | 294 | last filed Q2 2026 |
| 8 KNOTS MANAGEMENT, LLC | 1849457 | $868.1M | 12 | last filed Q4 2025 |
| Smith, Graham & Co., Investment Advisors, LP | 1470414 | $868.1M | 141 | last filed Q4 2023 |
| CRA Financial Services, LLC | 1765594 | $867.6M | 321 | last filed Q2 2026 |
| Fractal Investments LLC | 1843590 | $866.9M | 80 | last filed Q2 2026 |
| Freedom Together Foundation | 2002798 | $866.9M | 2 | last filed Q2 2026 |
| LM Advisors LLC | 2011314 | $866.4M | 224 | last filed Q2 2026 |
| Parkway Wealth Management Group, LLC | 2065679 | $866.1M | 147 | last filed Q2 2026 |
| LexAurum Advisors, LLC | 1729677 | $865.8M | 423 | last filed Q2 2026 |
| Valliance Asset Management Ltd | 1846639 | $864.3M | 7 | last filed Q2 2026 |
| BAXTER BROS INC | 1096783 | $864.3M | 172 | last filed Q2 2026 |
| Grandeur Peak Global Advisors, LLC | 1569137 | $864.1M | 93 | last filed Q2 2026 |
| D'Orazio & Associates, Inc. | 1646821 | $864.1M | 322 | last filed Q2 2026 |
| Berman McAleer LLC | 2094332 | $863.7M | 175 | last filed Q2 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | 1004244 | $863.4M | 131 | last filed Q2 2026 |
| BlueSky Wealth Advisors, LLC | 1704107 | $863.3M | 111 | last filed Q2 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1019231 | $863.1M | 423 | last filed Q2 2026 |
| Hound Partners, LLC | 1353316 | $862.9M | 32 | last filed Q2 2026 |
| EQT Fund Management S.a r.l. | 1834239 | $862.6M | 5 | last filed Q2 2026 |
| Peterson Wealth Advisors, LLC | 1713558 | $861.9M | 116 | Q3 2026 |
| Bernicke Wealth Management, Ltd. | 1569863 | $861.3M | 111 | last filed Q2 2026 |
| SB Global Advisers Ltd | 1883884 | $860.9M | 10 | last filed Q4 2022 |
| Ellenbecker Investment Group | 1731497 | $860.2M | 149 | last filed Q2 2026 |
| PSG Equity L.L.C. | 1865991 | $859.8M | 1 | last filed Q2 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | 1179232 | $859.7M | 56 | last filed Q2 2026 |
| Mirador Capital Partners LP | 1633446 | $859.3M | 224 | Q3 2026 |
| CULBERTSON A N & CO INC | 1224890 | $858.7M | 140 | last filed Q2 2026 |
| Portside Wealth Group, LLC | 1978608 | $858.3M | 505 | last filed Q2 2026 |
| UNIQUE WEALTH, LLC | 1957124 | $858.1M | 201 | last filed Q2 2026 |
| Stokes Family Office, LLC | 1802278 | $857.6M | 272 | last filed Q2 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | 1803227 | $856.7M | 166 | last filed Q2 2026 |
| Slow Capital, Inc. | 1716984 | $856.7M | 111 | last filed Q2 2026 |
| ACK Asset Management LLC | 1510940 | $856.3M | 21 | last filed Q2 2026 |
| Alley Investment Management Company, LLC | 1917618 | $856.0M | 89 | last filed Q2 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | 1036248 | $855.9M | 115 | last filed Q2 2026 |
| BEAM WEALTH ADVISORS, INC. | 1803426 | $855.1M | 120 | last filed Q2 2026 |
| Evolution Wealth Advisors, LLC | 1763121 | $854.9M | 181 | last filed Q2 2026 |
| Talon Private Wealth, LLC | 1990467 | $854.9M | 231 | last filed Q2 2026 |
| KG FUNDS MANAGEMENT, LLC | 1657043 | $854.6M | 11 | last filed Q3 2021 |
| Hikari Power Ltd | 1606152 | $854.5M | 43 | last filed Q2 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | 1041773 | $853.5M | 140 | last filed Q2 2026 |
| Brio Consultants, LLC | 1747799 | $853.4M | 164 | last filed Q2 2026 |
| KOCH INDUSTRIES INC | 923338 | $853.2M | 8 | last filed Q2 2024 |
| MASTRAPASQUA ASSET MANAGEMENT INC | 1014738 | $853.0M | 149 | last filed Q3 2023 |
| FIFTHDELTA Ltd | 1872766 | $852.9M | 11 | last filed Q2 2026 |
| UNITED BANK | 1286478 | $852.7M | 130 | last filed Q2 2026 |
| Conversant Capital LLC | 1850901 | $852.5M | 17 | last filed Q2 2026 |
| McGlone Suttner Wealth Management, Inc. | 1964819 | $852.4M | 196 | last filed Q2 2026 |
| Burton Enright Welch | 2105919 | $851.5M | 136 | last filed Q2 2026 |
| Alera Investment Advisors, LLC | 1759485 | $851.4M | 291 | last filed Q3 2024 |
| Harbor Group, Inc. | 1840486 | $851.3M | 115 | last filed Q2 2026 |
| BANK OF THE WEST | 59951 | $850.7M | 219 | last filed Q4 2022 |
| Evelyn Partners Investment Management Services Ltd | 2065205 | $850.0M | 281 | last filed Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1599852 | $849.3M | 165 | last filed Q2 2026 |
| IBERIABANK CORP | 933141 | $848.9M | 211 | last filed Q2 2020 |
| Kimmeridge Energy Management Company, LLC | 1706220 | $848.6M | 3 | last filed Q2 2026 |
| Ellevest, Inc. | 1644128 | $848.1M | 469 | last filed Q2 2026 |
| Apollon Financial, LLC | 2011195 | $847.6M | 293 | last filed Q2 2026 |
| Think Investments LP | 1635999 | $846.7M | 22 | last filed Q2 2026 |
| PRICE MICHAEL F | 918537 | $846.5M | 129 | last filed Q1 2022 |
| Lineweaver Wealth Advisors, LLC | 1797873 | $844.8M | 181 | last filed Q2 2026 |
| Arkos Global Advisors | 1769089 | $844.5M | 124 | last filed Q2 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | $844.1M | 219 | last filed Q2 2026 |
| Breakwater Capital Group | 1964309 | $844.1M | 389 | Q3 2026 |
| Power Corp of Canada | 801166 | $843.1M | 1 | last filed Q2 2026 |
| Galaxy Group Investments LLC | 1912562 | $843.0M | 44 | last filed Q4 2025 |
| Kora Management LP | 1659815 | $843.0M | 10 | last filed Q2 2026 |
| Argent Financial Group, Inc. | 1521234 | $842.5M | 300 | last filed Q3 2024 |
| LaFleur & Godfrey LLC | 1387458 | $842.1M | 149 | last filed Q2 2026 |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 1014306 | $842.0M | 278 | last filed Q2 2022 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1080382 | $841.8M | 118 | last filed Q2 2026 |
| FIRST INTERSTATE BANK | 860413 | $841.1M | 104 | last filed Q1 2021 |
| Moloney Securities Asset Management, LLC | 1697934 | $840.3M | 490 | last filed Q3 2025 |
| Range Advisory, LLC | 2152629 | $839.8M | 342 | last filed Q2 2026 |
| First Pacific Financial | 1810089 | $839.3M | 510 | last filed Q2 2026 |
| Perpetual Investment Management Ltd | 1570625 | $838.0M | 211 | last filed Q4 2022 |
| Security National Bank | 1719739 | $837.9M | 392 | last filed Q2 2026 |
| Lone Star Global Acquisitions, Ltd. | 1583825 | $837.8M | 1 | last filed Q1 2022 |
| VILLERE ST DENIS J & CO LLC | 1113629 | $837.8M | 85 | last filed Q2 2026 |
| NOTTINGHAM ADVISORS, INC. | 1093276 | $837.6M | 122 | last filed Q2 2026 |
| Physician Wealth Advisors, Inc. | 1795173 | $837.4M | 2,334 | last filed Q2 2026 |
| Sunflower Bank, N.A. | 1818759 | $836.7M | 159 | last filed Q2 2026 |
| Glassman Wealth Services | 1642160 | $834.6M | 236 | last filed Q2 2026 |
| FRONT BARNETT ASSOCIATES LLC | 936698 | $833.3M | 112 | last filed Q3 2023 |
| Spectrum Wealth Counsel, LLC | 2011274 | $833.1M | 365 | last filed Q1 2025 |
| Blue Edge Capital, LLC | 1599620 | $832.8M | 137 | last filed Q2 2026 |
| HHLR ADVISORS, LTD. | 1762304 | $832.1M | 35 | last filed Q2 2026 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 1832439 | $832.0M | 16 | last filed Q2 2026 |
| NOESIS CAPITAL MANGEMENT CORP | 1262677 | $831.6M | 124 | last filed Q2 2026 |
| Sargent Investment Group, LLC | 1766157 | $831.6M | 279 | last filed Q2 2026 |
| AA Financial Advisors, LLC | 2016899 | $831.5M | 230 | last filed Q2 2026 |
| American Financial Advisors, LLC | 1767898 | $831.1M | 169 | last filed Q2 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | $829.0M | 1,498 | last filed Q2 2026 |
| Sharkey, Howes & Javer | 1642246 | $828.7M | 162 | last filed Q2 2026 |
| AdvisorShares Investments LLC | 1425930 | $828.1M | 269 | last filed Q2 2026 |
| First Washington CORP | 1390043 | $828.1M | 51 | last filed Q2 2026 |
| Benchstone Capital Management LP | 2016777 | $827.8M | 36 | last filed Q2 2026 |
| FOSTER DYKEMA CABOT & CO INC/MA | 1037558 | $826.8M | 325 | last filed Q3 2023 |
| ARVEST INVESTMENTS, INC. | 1025038 | $826.6M | 255 | last filed Q2 2026 |
| CULLEN INVESTMENT GROUP, LTD. | 797203 | $826.5M | 181 | last filed Q2 2026 |
| Cardinal Capital Management | 1434845 | $826.3M | 138 | last filed Q2 2026 |
| Meridian Wealth Partners, LLC | 1781942 | $826.1M | 125 | last filed Q2 2026 |
| Parsifal Capital Management, LP | 1776090 | $825.7M | 15 | last filed Q2 2026 |
| Keeley-Teton Advisors, LLC | 1700530 | $824.8M | 362 | last filed Q1 2025 |
| Strategic Wealth Investment Group, LLC | 1802365 | $824.7M | 104 | last filed Q2 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | 919530 | $824.4M | 181 | last filed Q2 2026 |
| Rice Partnership, LLC | 1736736 | $823.9M | 171 | last filed Q2 2026 |
| Werba Rubin Papier Wealth Management | 1971029 | $823.5M | 309 | last filed Q2 2026 |
| Intellus Advisors LLC | 2055137 | $823.5M | 134 | last filed Q2 2026 |
| McGowan Group Asset Management, Inc. | 1633227 | $823.1M | 152 | last filed Q2 2026 |
| Orange Investment Advisors, Inc. | 943442 | $823.0M | 143 | last filed Q2 2026 |
| AT Bancorp | 1506294 | $822.7M | 231 | last filed Q1 2019 |
| Leelyn Smith, LLC | 1777817 | $822.3M | 157 | last filed Q2 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | 1104883 | $822.3M | 86 | last filed Q2 2026 |
| Sivia Capital Partners, LLC | 2012032 | $822.1M | 540 | last filed Q2 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | 1909904 | $821.7M | 141 | last filed Q2 2026 |
| AVENIR CORP | 1033475 | $820.7M | 79 | last filed Q2 2026 |
| Legacy Financial Advisors, Inc. | 1730810 | $820.4M | 435 | last filed Q2 2026 |
| Capital Advantage, Inc. | 1628896 | $819.6M | 150 | last filed Q2 2026 |
| Faithward Advisors, LLC | 1695078 | $819.4M | 339 | last filed Q2 2026 |
| Canal Capital Management, LLC | 1666733 | $818.7M | 220 | last filed Q2 2026 |
| LaSalle St. Investment Advisors, LLC | 1966193 | $818.1M | 429 | last filed Q2 2026 |
| DILLON & ASSOCIATES INC | 1054425 | $817.2M | 80 | last filed Q2 2026 |
| Biondo Investment Advisors, LLC | 1455176 | $816.8M | 89 | last filed Q2 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 937522 | $816.0M | 49 | last filed Q2 2026 |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 1082849 | $815.9M | 349 | last filed Q1 2019 |
| Financial Advisors Network, Inc. | 1697856 | $815.6M | 208 | last filed Q2 2026 |
| Cypress Wealth Services, LLC | 1721527 | $814.9M | 422 | last filed Q2 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 1632105 | $814.8M | 307 | last filed Q2 2026 |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | 1577806 | $814.5M | 5 | last filed Q2 2026 |
| BRR OpCo, LLC | 1468685 | $814.3M | 219 | last filed Q3 2022 |
| Third View Private Wealth, LLC | 2083406 | $814.1M | 288 | last filed Q2 2026 |