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 18 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Curbstone Financial Management Corp | 1608057 | $587.0M | 215 | last filed Q2 2026 |
| WHALEROCK POINT PARTNERS, LLC | 1389709 | $586.9M | 207 | last filed Q2 2026 |
| Peninsula Wealth, LLC | 1600052 | $586.7M | 105 | last filed Q4 2024 |
| Davern Capital Partners, LP | 2003147 | $586.5M | 15 | last filed Q2 2026 |
| Running Oak Capital LLC | 1803994 | $586.5M | 59 | last filed Q2 2026 |
| ESL Trust Services, LLC | 1785545 | $586.5M | 266 | last filed Q2 2026 |
| High Note Wealth, LLC | 1807283 | $586.2M | 959 | last filed Q2 2026 |
| REAP Financial Group, LLC | 2048581 | $585.6M | 542 | last filed Q2 2026 |
| Bernardo Wealth Planning LLC | 1765595 | $585.4M | 139 | last filed Q2 2026 |
| RESOURCE CONSULTING GROUP INC | 831941 | $584.1M | 69 | last filed Q4 2023 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1016972 | $583.9M | 366 | last filed Q1 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 1078246 | $583.7M | 108 | last filed Q2 2026 |
| Land & Buildings Investment Management, LLC | 1536520 | $583.4M | 19 | last filed Q2 2026 |
| Div Capital Phoenix Assets Ltd | 2089718 | $583.1M | 9 | last filed Q2 2026 |
| Hobart Private Capital, LLC | 1767062 | $582.9M | 137 | last filed Q2 2026 |
| Frisch Financial Group, Inc. | 1767730 | $582.9M | 187 | last filed Q2 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | 1803662 | $582.7M | 295 | last filed Q2 2026 |
| Elk Creek Partners, LLC | 1592405 | $582.3M | 97 | last filed Q1 2020 |
| 111 Capital | 2060412 | $582.1M | 488 | last filed Q2 2026 |
| QUEST CAPITAL MANAGEMENT INC /ADV | 826516 | $582.0M | 318 | last filed Q4 2021 |
| Great Diamond Partners, LLC | 1801112 | $581.8M | 238 | last filed Q2 2026 |
| Liberty Capital Management, Inc. | 1366838 | $581.7M | 184 | last filed Q2 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | 1114702 | $581.7M | 170 | last filed Q2 2026 |
| Cambridge Advisors Inc. | 1633695 | $581.7M | 183 | last filed Q2 2026 |
| Edgehill Endowment Partners, LLC | 1676623 | $581.2M | 6 | last filed Q3 2024 |
| Global Frontier Investments LLC | 1821219 | $581.0M | 30 | last filed Q2 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | 1730386 | $580.8M | 172 | last filed Q2 2026 |
| Cedar Mountain Advisors, LLC | 1798986 | $580.7M | 1,175 | last filed Q2 2026 |
| STEMPOINT CAPITAL LP | 1952142 | $580.5M | 77 | last filed Q2 2026 |
| Prosight Management, LP | 1617201 | $580.4M | 36 | last filed Q2 2026 |
| Psagot Value Holdings Ltd. | 1468428 | $580.3M | 414 | last filed Q3 2021 |
| CORRECT CAPITAL WEALTH MANAGEMENT | 1844835 | $580.0M | 108 | last filed Q2 2026 |
| McNamara Financial Services, Inc. | 1622431 | $579.7M | 104 | last filed Q2 2026 |
| Praetorian Wealth Management, Inc. | 1818940 | $579.6M | 84 | last filed Q2 2026 |
| COFG Advisors, LLC | 2104330 | $579.4M | 319 | last filed Q2 2026 |
| Intelligence Driven Advisers, LLC | 1819955 | $579.2M | 134 | Q3 2026 |
| EFG Asset Management (Americas) Corp. | 1598340 | $579.2M | 146 | last filed Q3 2025 |
| Call To Action Foundation | 1981942 | $579.0M | 1 | last filed Q2 2026 |
| Abel Hall, LLC | 2013339 | $578.7M | 955 | last filed Q2 2026 |
| FPR PARTNERS LLC | 1546190 | $578.6M | 10 | last filed Q1 2025 |
| Rezny Wealth Management, Inc. | 1535859 | $578.6M | 37 | last filed Q2 2026 |
| GoalVest Advisory LLC | 1839307 | $578.2M | 725 | Q3 2026 |
| Professional Financial Advisors, LLC | 1798221 | $578.1M | 146 | last filed Q2 2026 |
| Intellectus Partners, LLC | 1677253 | $578.0M | 317 | last filed Q2 2026 |
| Allegiance Financial Group Advisory Services LLC | 1964068 | $577.6M | 205 | last filed Q2 2026 |
| HughesLittle Investment Management Ltd. | 2106035 | $577.1M | 13 | last filed Q2 2026 |
| Arbiter Partners Capital Management LLC | 1513193 | $576.3M | 44 | last filed Q2 2026 |
| Pinpoint Asset Management Ltd | 1803237 | $576.2M | 88 | last filed Q1 2025 |
| Kozak & Associates, Inc. | 1764970 | $576.1M | 451 | last filed Q2 2026 |
| Conrad N. Hilton Foundation | 1729242 | $575.6M | 2 | last filed Q2 2026 |
| CAZ INVESTMENTS LP | 1159363 | $575.3M | 56 | last filed Q2 2026 |
| Columbia Asset Management | 1585047 | $575.2M | 168 | last filed Q2 2026 |
| WINSLOW ASSET MANAGEMENT INC | 1286534 | $575.1M | 82 | last filed Q2 2026 |
| MSH Capital Advisors LLC | 2056306 | $575.0M | 320 | last filed Q2 2026 |
| M37 Management LP | 2056045 | $574.7M | 9 | last filed Q2 2026 |
| Solidarity Wealth, LLC | 1906613 | $574.2M | 92 | last filed Q2 2026 |
| Brouwer & Janachowski, LLC | 1483394 | $573.6M | 66 | last filed Q3 2021 |
| Serenus Wealth Advisors, LLC | 2053695 | $573.0M | 75 | last filed Q2 2026 |
| DIVERSIFIED MANAGEMENT INC | 922372 | $572.9M | 236 | Q3 2026 |
| Blue Zone Wealth Advisors, LLC | 1803106 | $572.8M | 125 | last filed Q2 2026 |
| LYNCH & ASSOCIATES/IN | 1108965 | $572.5M | 129 | last filed Q2 2026 |
| Trust Co of Tennessee | 2025098 | $572.3M | 8 | last filed Q2 2026 |
| MCKINLEY CAPITAL MANAGEMENT LLC | 915287 | $571.4M | 115 | last filed Q2 2024 |
| Southland Equity Partners LLC | 2006517 | $571.0M | 306 | last filed Q2 2026 |
| Sanchez Wealth Management Group | 1697740 | $570.7M | 52 | last filed Q2 2026 |
| Lincoln Capital LLC | 1633862 | $570.3M | 138 | Q3 2026 |
| Selz Capital LLC | 1288125 | $569.8M | 62 | last filed Q4 2019 |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 1603937 | $569.7M | 224 | last filed Q2 2025 |
| PCM Encore, LLC | 2109846 | $569.2M | 459 | last filed Q2 2026 |
| Investors Research Corp | 1730630 | $569.0M | 790 | Q3 2026 |
| OCO Capital Partners, L.P. | 1764525 | $569.0M | 5 | last filed Q2 2026 |
| Mission Creek Capital Partners, Inc. | 1801583 | $568.9M | 231 | last filed Q2 2026 |
| Single Point Partners, LLC | 1801184 | $568.0M | 103 | last filed Q2 2026 |
| ORG Partners LLC | 1979372 | $568.0M | 1,705 | last filed Q4 2025 |
| Panview Capital Ltd | 2035224 | $568.0M | 14 | last filed Q2 2026 |
| Horiko Capital Management LLC | 1762718 | $567.8M | 17 | last filed Q2 2026 |
| Weil Company, Inc. | 1318011 | $567.7M | 133 | last filed Q2 2026 |
| Barber Financial Group, Inc. | 1624865 | $567.5M | 148 | last filed Q1 2023 |
| Insight Advisors, LLC/ PA | 1844880 | $567.3M | 241 | last filed Q2 2026 |
| Crossingbridge Advisors, LLC | 1770024 | $567.0M | 152 | last filed Q2 2026 |
| Financial Advisory Group | 1539338 | $566.8M | 91 | last filed Q1 2024 |
| Clarity Wealth Advisors, LLC | 1767384 | $566.7M | 116 | last filed Q2 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1365707 | $566.1M | 391 | last filed Q2 2026 |
| Alcentra Ltd (BNY Mellon) | 1638580 | $565.8M | 1 | last filed Q3 2023 |
| DCF Advisers, LLC | 1802493 | $565.8M | 86 | last filed Q2 2026 |
| Legacy Trust | 1772483 | $565.6M | 210 | last filed Q2 2026 |
| BOYS ARNOLD & CO INC | 1082020 | $565.6M | 238 | last filed Q1 2020 |
| BetterWealth, LLC | 1911702 | $565.3M | 86 | last filed Q2 2026 |
| Marin Bay Wealth Advisors, LLC | 2109834 | $565.2M | 134 | last filed Q2 2026 |
| Primavera Capital Management Ltd | 1686305 | $565.1M | 5 | last filed Q2 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | 1124841 | $565.0M | 89 | last filed Q2 2026 |
| Affinity Partners GP LP | 2059583 | $565.0M | 1 | last filed Q2 2026 |
| Financial Advisors, LLC | 1766909 | $564.3M | 80 | last filed Q3 2025 |
| IDG China Capital Fund III Associates L.P. | 1649614 | $564.0M | 2 | last filed Q2 2026 |
| Crumly & Associates Inc. | 1759578 | $563.5M | 205 | Q3 2026 |
| Fine Capital Partners, L.P. | 1339161 | $563.3M | 1 | last filed Q3 2025 |
| Poplar Forest Capital LLC | 1454949 | $562.6M | 52 | last filed Q1 2025 |
| MANCHESTER FINANCIAL INC | 866590 | $562.6M | 144 | last filed Q2 2026 |
| Tradewinds Capital Management, LLC | 1616026 | $562.6M | 715 | last filed Q2 2026 |
| SACHEM HILL LLC | 1994333 | $562.5M | 67 | last filed Q2 2026 |
| City Financial Investment Co Ltd | 1671161 | $562.3M | 121 | last filed Q4 2018 |
| Ramsay, Stattman, Vela & Price, Inc. | 1541399 | $562.2M | 84 | last filed Q2 2026 |
| Financial Gravity Asset Management, Inc. | 1741736 | $562.0M | 944 | last filed Q1 2026 |
| Hoover Financial Advisors, Inc. | 1766786 | $561.8M | 638 | last filed Q2 2021 |
| Bremer Bank National Association | 1775321 | $561.6M | 176 | last filed Q1 2025 |
| Leading Edge Financial Planning LLC | 1967205 | $561.6M | 78 | last filed Q2 2026 |
| Ma Investment Partnership, LP | 1536336 | $561.4M | 13 | last filed Q2 2026 |
| Arosa Capital Management LP | 1596053 | $561.1M | 45 | last filed Q2 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | 1952781 | $561.0M | 459 | last filed Q2 2026 |
| HARTWELL J M LIMITED PARTNERSHIP | 932141 | $560.4M | 88 | last filed Q3 2019 |
| WESPAC Advisors SoCal, LLC | 1668188 | $560.3M | 118 | last filed Q2 2026 |
| NatWest Group plc | 844150 | $560.3M | 48 | last filed Q2 2026 |
| Riggs Asset Managment Co. Inc. | 1601348 | $560.1M | 132 | last filed Q2 2026 |
| OKABENA INVESTMENT SERVICES INC | 1157519 | $560.0M | 145 | last filed Q2 2026 |
| University of Illinois Foundation | 1994249 | $559.8M | 29 | last filed Q2 2026 |
| OPAL CAPITAL LLC | 2100122 | $559.7M | 136 | last filed Q2 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | 1143261 | $559.3M | 62 | last filed Q2 2026 |
| SOROS CAPITAL MANAGEMENT LLC | 1748240 | $559.3M | 58 | last filed Q2 2026 |
| Bleichroeder LP | 1781002 | $558.9M | 78 | last filed Q2 2026 |
| Noble Family Wealth, LLC | 1976065 | $558.9M | 74 | last filed Q2 2026 |
| Palidye Holdings (Caymans) Ltd | 2043694 | $558.6M | 11 | last filed Q2 2026 |
| Rosenberg Matthew Hamilton | 1812103 | $558.5M | 817 | Q3 2026 |
| Frontier Asset Management, LLC | 1910146 | $558.3M | 90 | last filed Q2 2026 |
| Wealth Dimensions Group, Ltd. | 1846462 | $558.3M | 178 | last filed Q2 2026 |
| Strong Tower Advisory Services | 1889322 | $558.1M | 93 | last filed Q2 2026 |
| Kopernik Global All-Cap Fund, LP | 1581500 | $557.6M | 26 | last filed Q4 2019 |
| Covenant Multifamily Offices, LLC | 1599749 | $556.9M | 243 | last filed Q3 2021 |
| Moody Aldrich Partners LLC | 936941 | $556.6M | 175 | last filed Q2 2026 |
| ARS Wealth Advisors, LLC | 1843747 | $556.2M | 139 | last filed Q2 2021 |
| Autus Asset Management, LLC | 1513865 | $555.8M | 147 | last filed Q4 2022 |
| Foresight Group Ltd Liability Partnership | 1943441 | $555.8M | 62 | last filed Q2 2026 |
| Northwest Bancshares, Inc. | 1471265 | $555.5M | 175 | last filed Q2 2026 |
| Westchester Capital Management, Inc. | 1390063 | $555.4M | 46 | last filed Q2 2026 |
| BCS Wealth Management | 1798172 | $555.1M | 270 | last filed Q2 2026 |
| Moment Partners, LLC | 2055889 | $554.9M | 101 | last filed Q2 2026 |
| Community Bank & Trust, Waco, Texas | 1654847 | $554.5M | 168 | last filed Q2 2026 |
| CM WEALTH ADVISORS LLC | 1764581 | $554.4M | 194 | last filed Q2 2026 |
| Kore Private Wealth LLC | 1762776 | $553.6M | 262 | last filed Q3 2022 |
| Bricktown Capital, LLC | 1934657 | $553.5M | 28 | last filed Q2 2026 |
| Kultura Capital Management LP | 2064545 | $553.4M | 63 | last filed Q2 2026 |
| FLIPPIN BRUCE & PORTER INC | 810716 | $553.1M | 78 | last filed Q1 2021 |
| Garden State Investment Advisory Services LLC | 1965351 | $553.0M | 325 | last filed Q2 2026 |
| MOLLER WEALTH PARTNERS | 1475271 | $552.8M | 75 | last filed Q2 2026 |
| TWINBEECH CAPITAL LP | 1769646 | $552.6M | 352 | last filed Q2 2026 |
| HHR Asset Management, LLC | 1397545 | $552.3M | 28 | last filed Q1 2022 |
| Triumph Capital Management | 1730765 | $552.0M | 1,861 | last filed Q2 2026 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | 2058475 | $551.7M | 33 | last filed Q2 2026 |
| Genoa Capital Gestora de Recursos Ltda. | 2064813 | $551.2M | 9 | last filed Q2 2026 |
| Warberg Asset Management LLC | 1597506 | $551.1M | 166 | last filed Q2 2026 |
| Pacific Ridge Capital Partners, LLC | 1591546 | $551.0M | 134 | last filed Q2 2026 |
| Prestige Wealth Management Group LLC | 1772715 | $550.8M | 1,101 | last filed Q2 2026 |
| Paracle Advisors, LLC | 1648101 | $550.8M | 82 | last filed Q1 2021 |
| ITHAKA GROUP LLC | 1484043 | $550.8M | 40 | last filed Q2 2026 |
| Sensible Financial Planning & Management, LLC. | 1567738 | $550.7M | 31 | last filed Q3 2025 |
| Lead Edge Capital Management, LLC | 1802797 | $550.4M | 12 | last filed Q2 2026 |
| KICKSTAND VENTURES, LLC. | 2000355 | $550.3M | 154 | last filed Q2 2026 |
| LANDAAS & CO /WI /ADV | 913990 | $549.7M | 149 | last filed Q2 2026 |
| Simcoe Capital Management, LLC | 1633362 | $549.3M | 14 | last filed Q2 2026 |
| Harbour Capital Advisors, LLC | 1682501 | $549.1M | 299 | last filed Q2 2026 |
| G2 Investment Partners Management LLC | 1593404 | $548.9M | 73 | last filed Q2 2026 |
| ROWLANDMILLER & PARTNERS.ADV | 225816 | $548.6M | 195 | last filed Q2 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 1040762 | $548.6M | 100 | last filed Q2 2026 |
| Leverty Financial Group, LLC | 1908386 | $548.5M | 48 | Q3 2026 |
| EWA, LLC | 1835252 | $548.1M | 332 | last filed Q2 2026 |
| Clare Market Investments LLC | 2054098 | $548.1M | 173 | last filed Q2 2026 |
| Coyle Financial Counsel LLC | 1593038 | $548.0M | 126 | last filed Q2 2026 |
| Stonebrook Private Inc. | 2008738 | $547.7M | 271 | last filed Q2 2026 |
| CoreView Capital Management Ltd | 1842785 | $547.1M | 8 | last filed Q2 2026 |
| Rossby Financial, LCC | 2056510 | $547.1M | 2,144 | last filed Q2 2026 |
| Divergent Wealth Advisors | 1731275 | $547.0M | 33 | last filed Q3 2024 |
| Brooklyn FI, LLC | 1916123 | $546.9M | 434 | last filed Q2 2026 |
| DE BURLO GROUP INC | 1134288 | $546.6M | 90 | last filed Q2 2026 |
| USA FINANCIAL FORMULAS | 1534358 | $546.2M | 412 | last filed Q2 2026 |
| Hamilton Wealth, LLC | 1760263 | $546.2M | 118 | last filed Q2 2026 |
| Lantz Financial LLC | 1766883 | $546.2M | 259 | last filed Q2 2026 |
| AR ASSET MANAGEMENT INC | 1080166 | $546.1M | 122 | last filed Q2 2026 |
| Windsor Wealth Management, Inc. | 1731713 | $546.1M | 157 | last filed Q3 2023 |
| Q3 Asset Management | 1732543 | $546.0M | 70 | last filed Q2 2026 |
| Morningstar Investment Services LLC | 1478215 | $546.0M | 134 | last filed Q1 2025 |
| Stordahl Capital Management, Inc. | 1729093 | $545.9M | 68 | last filed Q2 2026 |
| TBH Global Asset Management, LLC | 1787125 | $545.9M | 263 | last filed Q2 2026 |
| Global Wealth Strategies & Associates | 1912297 | $545.6M | 114 | Q3 2026 |
| Trigran Investments, Inc. | 1336800 | $545.3M | 17 | last filed Q2 2026 |
| Drummond Knight Asset Management Pty Ltd | 1808029 | $544.8M | 16 | last filed Q2 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | 1829231 | $544.7M | 501 | last filed Q2 2026 |
| Riverpoint Wealth Management Holdings, LLC | 1682733 | $544.3M | 61 | last filed Q2 2026 |
| MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC | 1770682 | $544.3M | 26 | last filed Q3 2021 |
| Privium Fund Management B.V. | 1795097 | $544.2M | 61 | last filed Q2 2026 |
| Broad Peak Investment Advisers Pte Ltd | 1547349 | $544.1M | 21 | last filed Q2 2026 |
| Abacus FCF Advisors LLC | 1604903 | $544.0M | 58 | last filed Q2 2026 |
| TOWNSQUARE CAPITAL LLC | 1761755 | $543.9M | 284 | last filed Q2 2026 |
| Private Portfolio Partners LLC | 1766520 | $543.9M | 299 | last filed Q4 2024 |
| Kowal Investment Group, LLC | 1846786 | $543.6M | 200 | last filed Q3 2024 |
| Paragon Capital Management Ltd | 1569765 | $543.5M | 207 | Q3 2026 |
| COERENTE CAPITAL MANAGEMENT | 1860790 | $543.3M | 43 | last filed Q2 2026 |
| BECK CAPITAL MANAGEMENT, LLC | 1601904 | $543.2M | 139 | last filed Q2 2026 |
| Beacon Pointe Wealth Advisors, LLC | 1748071 | $542.9M | 271 | last filed Q4 2019 |
| Madrona Financial Services, LLC | 1578370 | $542.6M | 143 | last filed Q2 2026 |
| Lafayette Investments, Inc. | 1308377 | $542.4M | 162 | last filed Q2 2026 |
| NEIRG Wealth Management, LLC | 1909567 | $542.3M | 141 | last filed Q2 2023 |
| F&V Capital Management, LLC | 1569453 | $542.3M | 63 | last filed Q2 2026 |
| LOUISBOURG INVESTMENTS INC. | 2053050 | $542.1M | 210 | last filed Q2 2026 |
| CV Advisors LLC | 1872254 | $541.9M | 134 | last filed Q2 2026 |
| Artia Global Partners LP | 1937964 | $541.9M | 48 | last filed Q2 2026 |
| WESTERLY CAPITAL MANAGEMENT, LLC | 1546172 | $541.8M | 46 | last filed Q2 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 2113615 | $541.5M | 191 | last filed Q2 2026 |
| CHEMUNG CANAL TRUST CO | 790354 | $541.2M | 111 | last filed Q2 2026 |
| DAGCO, INC. | 1767343 | $541.1M | 117 | last filed Q2 2026 |
| Verde Capital Management | 1802891 | $540.9M | 80 | last filed Q2 2026 |
| Wagner Wealth Management, LLC | 1728657 | $540.6M | 282 | last filed Q2 2026 |
| Cander Asset Management LP | 2082399 | $540.3M | 48 | last filed Q2 2026 |
| Mandatum Life Insurance Co Ltd | 1664324 | $540.1M | 90 | last filed Q2 2026 |
| Regent Peak Wealth Advisors LLC | 1803329 | $540.1M | 221 | last filed Q2 2026 |
| Northwest Quadrant Wealth Management, LLC | 1697767 | $540.0M | 77 | last filed Q2 2026 |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 1566968 | $540.0M | 64 | last filed Q2 2025 |
| Wealth Group Ltd | 2010748 | $540.0M | 97 | Q3 2026 |
| DecisionPoint Financial, LLC | 1938514 | $539.9M | 1,416 | last filed Q2 2026 |
| Aljian Capital Management, LLC | 1731260 | $539.7M | 134 | last filed Q2 2026 |
| Allie Family Office LLC | 1908612 | $539.7M | 107 | last filed Q2 2026 |
| Mascoma Wealth Management LLC | 1695664 | $539.3M | 609 | last filed Q2 2026 |
| CYPRESS CAPITAL MANAGEMENT LLC | 1140468 | $538.9M | 193 | last filed Q3 2022 |
| America First Investment Advisors, LLC | 1308778 | $538.9M | 45 | last filed Q2 2026 |
| Keystone Wealth Services, LLC | 1866189 | $538.6M | 326 | last filed Q2 2026 |
| Manitou Investment Management Ltd. | 1657428 | $537.9M | 48 | last filed Q2 2026 |
| REVERENCE CAPITAL PARTNERS, L.P. | 1907530 | $537.6M | 1 | last filed Q2 2026 |
| Avion Wealth | 1792704 | $537.4M | 1,750 | last filed Q2 2026 |
| Basecamp Wealth Advisors LLC | 2115254 | $537.4M | 1,822 | last filed Q2 2026 |
| Firestone Capital Management | 1799964 | $537.0M | 168 | last filed Q2 2026 |
| Ratio Wealth Group | 1971024 | $536.9M | 80 | last filed Q1 2024 |
| Stelac Advisory Services LLC | 1519676 | $536.6M | 168 | last filed Q2 2026 |
| Summit X, LLC | 1697729 | $536.4M | 255 | last filed Q2 2025 |
| HEADINVEST, LLC | 1372130 | $536.2M | 217 | last filed Q2 2026 |
| WESCAP Management Group, Inc. | 1667140 | $535.8M | 107 | last filed Q2 2026 |
| MYCIO WEALTH PARTNERS, LLC | 1371726 | $535.0M | 49 | last filed Q2 2026 |
| 12 West Capital Management LP | 1540531 | $534.7M | 18 | last filed Q2 2026 |
| Cranbrook Wealth Management, LLC | 1599084 | $534.4M | 406 | last filed Q2 2026 |
| SailingStone Capital Partners LLC | 1608904 | $534.3M | 19 | last filed Q2 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | 1421306 | $534.3M | 15 | last filed Q2 2026 |
| Sanofi | 1121404 | $534.0M | 10 | last filed Q2 2026 |
| OAK HILL WEALTH ADVISORS, LLC | 1964849 | $533.6M | 148 | last filed Q3 2025 |
| RS CRUM INC. | 1401459 | $533.4M | 103 | last filed Q2 2026 |
| Board of Trustees of The Leland Stanford Junior University | 1315828 | $533.1M | 19 | last filed Q2 2026 |
| Technology Crossover Management XI, Ltd. | 1977402 | $532.8M | 2 | last filed Q2 2026 |
| Sovereign Investment Advisors, LLC | 1908165 | $532.7M | 109 | last filed Q2 2026 |
| Catalio Capital Management, LP | 1958125 | $532.1M | 39 | last filed Q2 2026 |
| 3Chopt Investment Partners, LLC | 1978521 | $532.1M | 274 | last filed Q2 2026 |
| Interchange Capital Partners, LLC | 1845998 | $531.7M | 430 | last filed Q2 2026 |
| ICON ADVISERS INC/CO | 1058470 | $531.6M | 195 | last filed Q2 2026 |
| KP Management LLC | 2036769 | $531.5M | 69 | last filed Q2 2026 |
| Cherry Tree Wealth Management, LLC | 1985414 | $531.5M | 594 | last filed Q2 2026 |