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 19 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Broad Peak Investment Holdings Ltd. | 1728120 | $531.4M | 21 | last filed Q1 2024 |
| Castle Rock Wealth Management, LLC | 1727605 | $531.2M | 269 | Q3 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | 1132708 | $530.8M | 261 | last filed Q2 2026 |
| Long Run Wealth Advisors, LLC | 1903296 | $530.7M | 106 | last filed Q4 2025 |
| Fortress Investment Group LLC | 1380393 | $530.6M | 25 | last filed Q2 2026 |
| Coppell Advisory Solutions Corp. | 1942379 | $530.5M | 266 | last filed Q1 2024 |
| USA FINANCIAL FORMULAS | 1633716 | $530.5M | 437 | last filed Q1 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | 903783 | $530.5M | 275 | last filed Q2 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | $530.5M | 308 | last filed Q2 2026 |
| Thrive Capital Management, LLC | 1845943 | $530.5M | 170 | last filed Q2 2026 |
| Alliance Wealth Advisors, LLC /UT | 1893261 | $530.3M | 235 | last filed Q2 2026 |
| Ballast, Inc. | 1730477 | $530.2M | 156 | last filed Q2 2026 |
| New Hampshire Trust | 1961742 | $530.2M | 176 | last filed Q2 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 1911244 | $530.2M | 173 | last filed Q2 2026 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | 1423876 | $530.0M | 26 | last filed Q2 2026 |
| Rinet Co LLC | 1642351 | $530.0M | 86 | last filed Q3 2021 |
| VALICENTI ADVISORY SERVICES INC | 1080201 | $529.9M | 83 | last filed Q2 2026 |
| Bridgewealth Advisory Group, LLC | 1801982 | $529.9M | 141 | last filed Q2 2026 |
| DMKC Advisory Services, LLC | 1901337 | $529.6M | 92 | last filed Q2 2026 |
| J. Derek Lewis & Associates Inc. | 2077884 | $529.2M | 216 | last filed Q2 2026 |
| Teramo Advisors, LLC | 1904821 | $529.2M | 3 | last filed Q2 2026 |
| First Fiduciary Investment Counsel, Inc. | 1072843 | $529.2M | 75 | last filed Q2 2026 |
| Keudell/Morrison Wealth Management | 1785498 | $529.2M | 254 | last filed Q2 2026 |
| GREAT POINT PARTNERS LLC | 1281446 | $529.1M | 41 | last filed Q2 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 1509973 | $529.1M | 72 | Q3 2026 |
| Sugarloaf Wealth Management, LLC | 1664864 | $528.7M | 686 | last filed Q4 2024 |
| CLEARLAKE CAPITAL GROUP, L.P. | 1688282 | $528.6M | 6 | last filed Q2 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 2011215 | $528.6M | 111 | last filed Q2 2026 |
| Compass Wealth Management LLC | 1965653 | $528.4M | 167 | last filed Q2 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 1966026 | $528.0M | 394 | last filed Q2 2026 |
| Webs Creek Capital Management LP | 1825309 | $528.0M | 13 | last filed Q2 2026 |
| Auxano Advisors, LLC | 1811491 | $527.8M | 207 | last filed Q2 2026 |
| Winslow, Evans & Crocker, Inc. | 1597409 | $527.7M | 1,305 | last filed Q4 2020 |
| FIRST NATIONAL CORP /MA/ /ADV | 816192 | $527.5M | 174 | last filed Q3 2025 |
| Yelin Lapidot Holdings Management Ltd. | 1590495 | $527.4M | 85 | last filed Q2 2026 |
| NEW YORK LIFE INSURANCE CO | 71633 | $527.2M | 3 | last filed Q2 2026 |
| Pinion Investment Advisors, LLC | 1738738 | $526.8M | 204 | last filed Q2 2026 |
| Altrius Capital Management Inc | 1940646 | $526.5M | 89 | last filed Q2 2026 |
| INVESTMENT MANAGEMENT OF VIRGINIA LLC | 1009022 | $526.5M | 180 | last filed Q1 2023 |
| Merck & Co., Inc. | 310158 | $526.4M | 13 | last filed Q2 2026 |
| H/2 CREDIT MANAGER LP | 1813784 | $526.3M | 16 | last filed Q2 2026 |
| UNIO CAPITAL LLC | 1730565 | $526.2M | 19 | last filed Q2 2026 |
| LWMG, LLC | 1964955 | $526.1M | 90 | last filed Q3 2024 |
| STEVENS CAPITAL PARTNERS | 1965176 | $525.8M | 157 | last filed Q2 2026 |
| Beverly Hills Private Wealth, LLC | 1965710 | $524.9M | 249 | last filed Q2 2026 |
| Decagon Asset Management LLP | 1950677 | $524.7M | 103 | last filed Q2 2026 |
| ALONGSIDE, LLC | 2113496 | $524.6M | 190 | last filed Q2 2026 |
| NEWMARK GROUP, INC. | 1690680 | $524.6M | 1 | last filed Q4 2021 |
| DAFNA Capital Management LLC | 1389933 | $524.4M | 88 | last filed Q2 2026 |
| Hedeker Wealth, LLC | 1633910 | $524.1M | 92 | last filed Q2 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 1794153 | $523.9M | 174 | last filed Q2 2026 |
| Stieven Capital Advisors, L.P. | 1388279 | $523.9M | 36 | last filed Q2 2026 |
| INDEPENDENT INVESTORS INC | 1121908 | $523.6M | 73 | last filed Q2 2026 |
| WealthPLAN Partners, LLC | 1639943 | $523.0M | 223 | last filed Q2 2026 |
| Newman Dignan & Sheerar, Inc. | 1566493 | $522.8M | 197 | last filed Q2 2026 |
| Wiser Wealth Management, Inc | 1573263 | $522.7M | 75 | last filed Q2 2026 |
| Hefren-Tillotson, Inc. | 1581793 | $522.5M | 13 | last filed Q1 2022 |
| Rockline Wealth Management, LLC | 2005098 | $522.4M | 107 | last filed Q2 2026 |
| Adams Wealth Management | 1803084 | $522.3M | 147 | last filed Q2 2026 |
| Canton Hathaway, LLC | 1755785 | $521.7M | 283 | last filed Q2 2026 |
| Legacy Capital Wealth Partners, LLC | 1766228 | $521.4M | 377 | last filed Q2 2026 |
| SUFFOLK CAPITAL MANAGEMENT LLC | 897293 | $521.0M | 124 | last filed Q4 2018 |
| AM INVESTMENT STRATEGIES LLC | 1818897 | $520.7M | 114 | last filed Q2 2026 |
| CHAPIN DAVIS, INC. | 872098 | $520.2M | 258 | Q3 2026 |
| Scissortail Wealth Management, LLC | 1906793 | $519.6M | 106 | last filed Q2 2026 |
| Churchill Financial Advisors, LLC | 2095935 | $519.4M | 123 | last filed Q2 2026 |
| venBio Partners LLC | 1776382 | $519.4M | 7 | last filed Q2 2026 |
| Compton Financial Group, LLC | 1844567 | $519.2M | 84 | last filed Q2 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | 2044232 | $519.1M | 191 | last filed Q2 2026 |
| Wendel SE | 1721938 | $518.9M | 1 | last filed Q2 2026 |
| GAGNON SECURITIES LLC | 1125725 | $518.8M | 83 | last filed Q2 2026 |
| MBM WEALTH CONSULTANTS, LLC | 1762068 | $518.6M | 123 | last filed Q2 2026 |
| Palo Duro Investment Partners, LP | 1977128 | $518.3M | 32 | last filed Q2 2026 |
| E&G Advisors, LLC | 1598550 | $517.8M | 243 | last filed Q2 2026 |
| Cove Private Wealth, LLC | 2015131 | $517.7M | 207 | last filed Q2 2026 |
| Activest Wealth Management | 1883134 | $517.7M | 1,477 | last filed Q2 2026 |
| Milestones Administradora de Recursos Ltda. | 1912095 | $517.7M | 21 | last filed Q2 2026 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 2137659 | $517.6M | 12 | last filed Q2 2026 |
| Operose Advisors LLC | 1909750 | $517.5M | 522 | last filed Q2 2026 |
| Dechtman Wealth Management, LLC | 1992316 | $517.4M | 65 | last filed Q4 2024 |
| Princeton Portfolio Strategies Group LLC | 1568289 | $516.9M | 138 | last filed Q2 2021 |
| Broadleaf Partners, LLC | 1712686 | $516.6M | 86 | last filed Q2 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | 1365167 | $516.5M | 137 | last filed Q2 2026 |
| PRUDENT INVESTORS NETWORK, INC. | 1766005 | $516.3M | 87 | last filed Q2 2026 |
| Bridgecreek Investment Management, LLC | 1370629 | $516.2M | 95 | last filed Q4 2023 |
| Fortitude Family Office, LLC | 1950506 | $516.0M | 2,269 | last filed Q2 2026 |
| Searchlight Capital Partners, L.P. | 1697030 | $515.9M | 1 | last filed Q2 2026 |
| SB Management Ltd | 1818296 | $515.8M | 20 | last filed Q1 2022 |
| 10-15 ASSOCIATES, INC. | 1511144 | $515.7M | 93 | last filed Q3 2020 |
| MILLER WEALTH ADVISORS, LLC | 1908158 | $515.7M | 123 | last filed Q2 2026 |
| ROPES WEALTH ADVISORS LLC | 1641652 | $515.3M | 252 | last filed Q3 2023 |
| SPT Invest Management Sarl | 1831949 | $515.3M | 2 | last filed Q3 2022 |
| Vickerman Investment Advisors, Inc. | 1898296 | $515.1M | 100 | last filed Q2 2026 |
| RIVER GLOBAL INVESTORS LLP | 1486180 | $515.0M | 138 | last filed Q4 2024 |
| Curtis Advisory Group, LLC | 1664656 | $514.9M | 117 | last filed Q2 2026 |
| Total Clarity Wealth Management, Inc. | 1804909 | $514.7M | 361 | last filed Q2 2026 |
| Weaver Consulting Group | 1780055 | $514.3M | 305 | Q3 2026 |
| Aristides Capital LLC | 1595521 | $514.2M | 162 | last filed Q2 2026 |
| Navigation Group, LLC | 2132497 | $514.1M | 121 | last filed Q2 2026 |
| FTV Management Company, L.P. | 2021589 | $513.8M | 1 | last filed Q2 2026 |
| Alliance Wealth Management Group | 1623707 | $513.7M | 103 | last filed Q2 2026 |
| BCM ADVISORS, LLC | 1373017 | $513.6M | 80 | last filed Q2 2026 |
| Aspire Capital Advisors LLC | 1906014 | $513.5M | 134 | last filed Q2 2026 |
| Beacon Harbor Wealth Advisors, Inc. | 1784093 | $513.2M | 70 | last filed Q2 2026 |
| IAM Advisory, LLC | 1825292 | $513.2M | 107 | last filed Q2 2026 |
| Detalus Advisors, LLC | 1799677 | $513.1M | 191 | last filed Q2 2026 |
| RB Capital Management, LLC | 1695582 | $512.9M | 201 | last filed Q2 2026 |
| Bull Harbor Capital LLC | 2135047 | $512.8M | 552 | last filed Q2 2026 |
| Naria Inc. | 2012185 | $512.6M | 1 | last filed Q2 2026 |
| Magnitude Capital, LLC | 1556278 | $512.4M | 1 | last filed Q2 2026 |
| Grosvenor Holdings, L.L.C. | 1743987 | $512.3M | 14 | last filed Q1 2022 |
| Retirement Solution LLC | 1914606 | $511.4M | 75 | last filed Q2 2026 |
| Tempus Wealth Planning, LLC | 1806428 | $511.4M | 282 | last filed Q2 2026 |
| Altrafin AG | 2110313 | $510.7M | 44 | last filed Q2 2026 |
| JFG Wealth Management, LLC | 1766972 | $510.6M | 67 | last filed Q3 2025 |
| Next Level Private LLC | 1910366 | $510.5M | 174 | last filed Q2 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1840565 | $510.4M | 286 | Q3 2026 |
| Medina Value Partners, LLC | 1843543 | $510.4M | 28 | last filed Q2 2026 |
| Midwest Professional Planners, LTD. | 1730575 | $510.3M | 131 | last filed Q2 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | 1042063 | $510.3M | 26 | last filed Q2 2026 |
| Richard P Slaughter Associates Inc | 1811783 | $510.1M | 101 | last filed Q2 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 2109159 | $510.0M | 115 | last filed Q2 2026 |
| Vishria Bird Financial Group, LLC | 1746438 | $509.9M | 97 | last filed Q3 2025 |
| Spruce Street Capital LP | 2050194 | $509.7M | 30 | last filed Q2 2026 |
| Alibaba Group Holding Ltd | 1577552 | $509.4M | 2 | last filed Q2 2026 |
| Aries Wealth Management | 1729515 | $509.3M | 242 | last filed Q2 2026 |
| Financial Sense Advisors, Inc. | 1358828 | $508.4M | 137 | last filed Q2 2026 |
| Renaissance Investment Group LLC | 1509508 | $508.4M | 84 | last filed Q2 2026 |
| Round Table Services, LLC | 1375664 | $508.3M | 158 | last filed Q3 2022 |
| 55 North Private Wealth, LLC | 2106457 | $508.2M | 304 | last filed Q2 2026 |
| MCRAE CAPITAL MANAGEMENT INC | 320376 | $508.1M | 112 | last filed Q2 2026 |
| Beacon Financial Advisory LLC | 1800502 | $508.0M | 417 | last filed Q2 2026 |
| Integrated Investment Consultants, LLC | 1665337 | $507.8M | 269 | last filed Q2 2026 |
| Roof Eidam Maycock Peralta, LLC | 1028874 | $507.7M | 127 | last filed Q2 2026 |
| Old Port Advisors | 1744348 | $507.6M | 266 | last filed Q2 2026 |
| Buffington Mohr McNeal | 1317829 | $507.0M | 111 | last filed Q1 2025 |
| Liberty Street Advisors, Inc. | 1489178 | $507.0M | 4 | last filed Q2 2026 |
| HGC Investment Management Inc. | 1711200 | $506.6M | 184 | last filed Q2 2026 |
| Lightrock Netherlands B.V. | 2041485 | $506.4M | 36 | last filed Q2 2026 |
| Ulysses Management LLC | 1510912 | $506.0M | 38 | last filed Q2 2026 |
| Herold Advisors, Inc. | 1891713 | $505.9M | 273 | last filed Q2 2026 |
| Friday Financial | 2048792 | $505.8M | 119 | Q3 2026 |
| Keenan Capital, LLC | 1647363 | $505.8M | 11 | last filed Q2 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | 1030618 | $505.7M | 107 | Q3 2026 |
| Daiwa SB Investments Ltd. | 1435346 | $505.5M | 221 | last filed Q1 2019 |
| COBIZ WEALTH, LLC | 1324659 | $505.5M | 112 | last filed Q2 2019 |
| Shulman DeMeo Asset Management LLC | 1767070 | $505.4M | 144 | Q3 2026 |
| Rialto Wealth Management, LLC | 2054966 | $505.3M | 1,934 | last filed Q2 2026 |
| one8zero8, LLC | 2053138 | $505.0M | 266 | last filed Q2 2026 |
| Eldridge Investment Advisors, Inc. | 1727993 | $504.9M | 163 | last filed Q2 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | 727117 | $504.7M | 107 | last filed Q2 2026 |
| Towneley Capital Management, Inc / DE | 2004980 | $504.7M | 45 | Q3 2026 |
| Abound Wealth Management | 1950323 | $503.9M | 1,359 | last filed Q2 2026 |
| JPL Wealth Management, LLC | 2010710 | $503.8M | 1,876 | last filed Q2 2026 |
| BENEDICT FINANCIAL ADVISORS INC | 711089 | $503.8M | 136 | Q3 2026 |
| Triangle Securities Wealth Management | 1541353 | $503.7M | 213 | last filed Q2 2026 |
| DDFG, Inc | 1967640 | $503.6M | 91 | last filed Q2 2026 |
| VHCP Management III, LLC | 1738053 | $503.6M | 18 | last filed Q4 2019 |
| Hollow Brook Wealth Management LLC | 1455251 | $503.5M | 77 | last filed Q2 2026 |
| PNC Managed Account Solutions, Inc. | 1783285 | $503.3M | 542 | last filed Q2 2021 |
| WealthBridge Capital Management, LLC | 1767313 | $503.1M | 235 | last filed Q2 2026 |
| Smith & Howard Wealth Management, LLC | 1543991 | $503.0M | 89 | last filed Q2 2026 |
| Shorepoint Capital Partners LLC | 1759476 | $502.8M | 98 | last filed Q3 2025 |
| Beirne Wealth Consulting Services, LLC | 1697303 | $502.6M | 102 | last filed Q2 2026 |
| OAKMONT Corp | 924171 | $502.5M | 31 | last filed Q2 2026 |
| CAMDEN NATIONAL CORP | 750686 | $501.8M | 141 | last filed Q1 2021 |
| CoreCommodity Management, LLC | 1301743 | $501.7M | 124 | last filed Q2 2026 |
| Wolff Financial Management LLC | 1767940 | $501.5M | 106 | last filed Q2 2026 |
| Gifford Fong Associates | 1740316 | $501.4M | 124 | last filed Q4 2025 |
| Planning Project LLC | 2052480 | $501.4M | 26 | last filed Q2 2026 |
| DORCHESTER WEALTH MANAGEMENT Co | 1649888 | $501.3M | 146 | last filed Q4 2024 |
| PEDDOCK CAPITAL ADVISORS, LLC | 1597843 | $500.9M | 165 | last filed Q2 2026 |
| PRIVATE CAPITAL MANAGEMENT LLC | 1778185 | $500.9M | 213 | last filed Q4 2024 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 2046157 | $500.9M | 184 | last filed Q2 2026 |
| PLIMOTH TRUST CO LLC | 1623678 | $500.8M | 175 | last filed Q2 2026 |
| Trinity Legacy Partners, LLC | 1652529 | $500.5M | 109 | last filed Q2 2026 |
| Headwater Capital Co Ltd | 2036346 | $500.4M | 15 | last filed Q2 2026 |
| BROWN CAPITAL MANAGEMENT LLC | 885062 | $500.2M | 54 | last filed Q2 2026 |
| Intesa Sanpaolo Wealth Management | 2110902 | $499.7M | 309 | last filed Q2 2026 |
| First National Bank of Mount Dora, Trust Investment Services | 1423045 | $499.4M | 126 | last filed Q2 2026 |
| Twelve Points Wealth Management LLC | 1877090 | $499.1M | 213 | last filed Q2 2026 |
| Private Wealth Strategies, L.L.C. | 1803189 | $498.4M | 73 | last filed Q2 2024 |
| Mezzasalma Advisors, LLC | 1864916 | $498.3M | 171 | last filed Q2 2026 |
| TRV GP V, LLC | 1990717 | $498.2M | 3 | last filed Q2 2026 |
| Grey Ledge Advisors, LLC | 1660694 | $497.7M | 248 | last filed Q2 2026 |
| Capital Management Associates, Inc | 2008851 | $497.5M | 153 | last filed Q2 2026 |
| Core Wealth Advisors, Inc. | 1770532 | $497.5M | 126 | last filed Q2 2026 |
| Premier Financial Group | 1989061 | $497.3M | 234 | last filed Q2 2026 |
| Raab & Moskowitz Asset Management LLC | 1616664 | $497.3M | 193 | last filed Q2 2026 |
| ALTA FOX CAPITAL MANAGEMENT, LLC | 1858353 | $497.2M | 15 | last filed Q2 2026 |
| Crestone Asset Management LLC | 1845617 | $497.1M | 102 | last filed Q1 2024 |
| ACCIDENT COMPENSATION CORP | 1618832 | $497.1M | 110 | last filed Q2 2020 |
| Coston, McIsaac & Partners | 1945037 | $497.0M | 948 | last filed Q2 2026 |
| Petix & Botte Co | 1803255 | $496.8M | 144 | last filed Q2 2026 |
| Tortoise Index Solutions, LLC | 1650373 | $496.8M | 64 | last filed Q1 2024 |
| Ackerman Capital Advisors, LLC | 1699506 | $496.6M | 119 | last filed Q2 2026 |
| NVWM, LLC | 1697274 | $496.3M | 780 | last filed Q2 2026 |
| BAYVIEW ASSET MANAGEMENT, LLC | 1767366 | $496.3M | 50 | last filed Q2 2026 |
| Edenbrook Capital, LLC | 1666682 | $496.1M | 17 | last filed Q2 2026 |
| Philadelphia Financial Management of San Francisco, LLC | 1351407 | $495.8M | 45 | last filed Q2 2026 |
| Altavista Wealth Management, Inc. | 1434981 | $495.5M | 189 | last filed Q4 2021 |
| Blankinship & Foster, LLC | 1708872 | $495.5M | 79 | last filed Q2 2026 |
| Compton Wealth Advisory Group, LLC | 1761044 | $495.4M | 83 | last filed Q2 2026 |
| DERBY & COMPANY, INC | 1086611 | $495.3M | 78 | last filed Q3 2021 |
| Integris Wealth Management, LLC | 1750852 | $495.2M | 131 | last filed Q2 2026 |
| Bedell Frazier Investment Counselling, LLC | 1388142 | $495.0M | 128 | last filed Q1 2026 |
| Fairvoy Private Wealth, LLC | 2046607 | $494.8M | 200 | last filed Q2 2026 |
| Act Two Investors LLC | 1766907 | $494.7M | 37 | last filed Q2 2026 |
| Fermata Advisors, LLC | 1859259 | $494.5M | 275 | last filed Q2 2026 |
| Carlson Capital, L.P. | 1056973 | $494.4M | 73 | last filed Q2 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1766904 | $494.2M | 758 | last filed Q2 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | 2079098 | $494.1M | 46 | last filed Q2 2026 |
| Maxi Investments CY Ltd | 1838222 | $494.0M | 72 | last filed Q2 2026 |
| MARATHON CAPITAL MANAGEMENT | 1213206 | $493.9M | 187 | last filed Q2 2026 |
| BEDEL FINANCIAL CONSULTING INC | 850553 | $493.9M | 235 | last filed Q3 2023 |
| AUGUSTINE ASSET MANAGEMENT INC | 778963 | $493.9M | 121 | last filed Q2 2026 |
| Benin Management CORP | 1352871 | $493.8M | 152 | last filed Q2 2026 |
| SIEMENS AG | 940418 | $493.7M | 2 | last filed Q2 2026 |
| Dash Acquisitions Inc. | 1745885 | $493.7M | 72 | last filed Q2 2026 |
| High Falls Advisors, Inc | 1569139 | $493.6M | 144 | last filed Q4 2025 |
| Spider Management Company, LLC | 1791621 | $493.4M | 6 | last filed Q2 2026 |
| Cascadia Advisory Services, LLC | 1800724 | $493.2M | 246 | last filed Q3 2021 |
| HIGHLINE WEALTH PARTNERS LLC | 2042654 | $493.0M | 1,409 | last filed Q2 2026 |
| Fulcrum Capital LLC | 1724090 | $492.9M | 103 | last filed Q2 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2080247 | $492.8M | 151 | last filed Q2 2026 |
| Decker Wealth Management LLC | 2129751 | $492.7M | 121 | Q3 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | 1736079 | $492.6M | 78 | Q3 2026 |
| Vantage Financial Partners, LLC | 1911766 | $492.6M | 212 | last filed Q4 2025 |
| Uniting Wealth Partners, LLC | 2056414 | $492.5M | 207 | last filed Q2 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 1339908 | $491.8M | 156 | last filed Q2 2026 |
| Cypress Point Wealth Management, LLC | 1825611 | $491.6M | 142 | last filed Q2 2026 |
| Marion Wealth Management | 1911097 | $491.5M | 156 | last filed Q2 2026 |
| Bellars Harris Wealth Management, LLC | 2136908 | $491.3M | 96 | last filed Q2 2026 |
| MORTON COMMUNITY BANK | 2011821 | $491.0M | 120 | last filed Q2 2026 |
| Schafer Cullen Capital Management Inc | 1056593 | $490.6M | 58 | last filed Q1 2021 |
| Bulltick Wealth Management, LLC | 1912448 | $490.3M | 134 | last filed Q2 2026 |
| FORTEM FINANCIAL GROUP, LLC | 1766509 | $490.3M | 188 | last filed Q2 2026 |
| Summit Wealth Group, LLC | 1802865 | $490.3M | 129 | last filed Q2 2026 |
| Timber Creek Capital Management LLC | 1510848 | $489.9M | 80 | last filed Q2 2026 |
| Waterway Wealth Management, LLC | 1992193 | $489.7M | 96 | last filed Q2 2026 |
| Ancient Art, L.P. | 1426749 | $489.4M | 16 | last filed Q2 2026 |
| Atlantic Edge Private Wealth Management, LLC | 2011145 | $489.4M | 613 | last filed Q2 2026 |
| O'Keefe Stevens Advisory, Inc. | 1780565 | $489.2M | 81 | Q3 2026 |
| Karp Capital Management Corp | 1629680 | $489.1M | 121 | last filed Q3 2022 |
| Montis Financial, LLC | 1844314 | $489.1M | 152 | last filed Q2 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1167487 | $489.1M | 244 | last filed Q2 2026 |
| TAP Consulting, LLC | 1748930 | $489.1M | 153 | last filed Q4 2024 |
| Dunhill Financial, LLC | 1948904 | $489.0M | 1,617 | last filed Q2 2026 |
| Retirement Management Systems Inc. | 2110516 | $488.5M | 55 | last filed Q2 2026 |
| Rempart Asset Management Inc. | 1844571 | $487.9M | 36 | last filed Q2 2026 |