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 28 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| SB Capital Management Inc | 1302815 | $272.8M | 93 | last filed Q4 2025 |
| Peirce Capital Management, LLC | 2008166 | $272.7M | 45 | last filed Q2 2026 |
| TL Private Wealth | 1802868 | $272.7M | 54 | last filed Q2 2026 |
| Cassady Schiller Wealth Management, LLC | 1904425 | $272.7M | 1,144 | last filed Q4 2024 |
| Lunt Capital Management, Inc. | 1608034 | $272.6M | 90 | last filed Q2 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | 2078069 | $272.5M | 104 | last filed Q2 2026 |
| Alden Global Capital LLC | 1616882 | $272.5M | 19 | last filed Q2 2026 |
| RBA Wealth Management, LLC | 1776296 | $272.5M | 80 | last filed Q2 2026 |
| Burford Brothers, Inc. | 2001434 | $272.5M | 182 | last filed Q2 2026 |
| Lakeridge Wealth Management LLC | 2012028 | $272.5M | 188 | last filed Q2 2026 |
| NEW AMSTERDAM PARTNERS LLC/NY | 1010232 | $272.4M | 108 | last filed Q1 2019 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 1836506 | $272.2M | 149 | last filed Q2 2026 |
| FORONJY FINANCIAL LLC | 2040600 | $272.2M | 108 | last filed Q2 2026 |
| Evolution Advisers, Inc. | 1906967 | $272.1M | 943 | last filed Q2 2026 |
| FMB WEALTH MANAGEMENT | 2040224 | $271.8M | 74 | last filed Q2 2026 |
| Leonetti & Associates, LLC | 1434689 | $271.8M | 33 | last filed Q4 2018 |
| MB, LEVIS & ASSOCIATES, LLC | 2065807 | $271.4M | 254 | last filed Q2 2026 |
| Ridgewood Investments LLC | 1703556 | $271.3M | 217 | Q3 2026 |
| Long Road Investment Counsel, LLC | 1620081 | $271.3M | 80 | last filed Q2 2026 |
| Bernard Wealth Management Corp. | 2056313 | $271.3M | 325 | last filed Q2 2026 |
| Agate Pass Investment Management, LLC | 1900409 | $271.2M | 109 | last filed Q2 2026 |
| Eurizon SLJ Capital Ltd | 2107309 | $271.2M | 172 | last filed Q2 2026 |
| AAF Wealth Management, LLC | 1726609 | $271.1M | 57 | last filed Q2 2026 |
| Orin Green Financial, LLC | 1844227 | $271.1M | 83 | last filed Q2 2026 |
| AGF Investments America Inc. | 1591590 | $270.8M | 28 | last filed Q3 2022 |
| M1 Capital Management LLC | 1976157 | $270.8M | 113 | last filed Q2 2026 |
| Avalon Advisory Group | 1802119 | $270.8M | 14 | last filed Q2 2026 |
| Guerra Advisors Inc | 2055363 | $270.7M | 930 | last filed Q3 2025 |
| Integrity Wealth Solutions LLC | 2006918 | $270.6M | 129 | last filed Q2 2026 |
| KALEIDOSCOPE CAPITAL LP | 1702912 | $270.6M | 16 | last filed Q2 2026 |
| Peloton Wealth Strategists | 1080132 | $270.5M | 91 | last filed Q2 2026 |
| Burk Holdings LLC | 2079815 | $270.5M | 643 | last filed Q2 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | 1766286 | $270.5M | 156 | last filed Q2 2026 |
| Evergreen Private Wealth LLC | 2010098 | $270.4M | 89 | last filed Q2 2026 |
| Cascades Capital Asset Management, LLC | 2035512 | $270.4M | 167 | last filed Q2 2026 |
| FLAX POND CAPITAL, LLC | 2106996 | $270.2M | 59 | last filed Q2 2026 |
| Citrine Capital LLC | 2053242 | $270.2M | 60 | last filed Q2 2026 |
| WESTWOOD MANAGEMENT CORP /IL/ | 912160 | $270.2M | 28 | last filed Q4 2023 |
| ENTREWEALTH, LLC | 2052200 | $269.9M | 140 | last filed Q2 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | 1819919 | $269.9M | 136 | last filed Q2 2026 |
| NavPoint Financial, Inc. | 2009813 | $269.9M | 74 | last filed Q2 2026 |
| Cedrus LLC | 1992810 | $269.9M | 182 | last filed Q3 2024 |
| Verisail Partners, LLC | 2016904 | $269.8M | 26 | last filed Q2 2026 |
| Scott Marsh Financial, LLC | 2081102 | $269.7M | 248 | last filed Q2 2025 |
| Kathleen S. Wright Associates Inc. | 1908433 | $269.7M | 236 | last filed Q3 2025 |
| MONUMENTAL FINANCIAL GROUP INC. | 1861798 | $269.5M | 42 | last filed Q3 2024 |
| Titan Wealth (CI) Ltd | 2109452 | $269.3M | 51 | last filed Q2 2026 |
| Rosalind Advisors, Inc. | 1622627 | $269.2M | 35 | last filed Q2 2026 |
| Game Plan Financial Advisors, LLC | 1802952 | $269.2M | 465 | last filed Q2 2026 |
| Guidant Wealth Advisors | 1689024 | $269.1M | 256 | last filed Q3 2019 |
| Christopher J. Hasenberg, Inc | 1989869 | $269.1M | 228 | last filed Q2 2025 |
| PLUSTICK MANAGEMENT LLC | 1643351 | $269.0M | 25 | last filed Q2 2026 |
| Zeno Equity Partners LLP | 2013334 | $269.0M | 16 | last filed Q2 2026 |
| LANDESBANK BADEN-WUERTTEMBERG | 878519 | $268.8M | 6 | last filed Q2 2026 |
| 5T Wealth, LLC | 2039313 | $268.5M | 134 | last filed Q2 2026 |
| V2 Financial group LLC | 2022843 | $268.5M | 123 | last filed Q2 2026 |
| Oakcliff Capital Partners, LP | 1657335 | $268.5M | 9 | last filed Q2 2026 |
| Cordgrass Capital Advisors, LLC | 1912040 | $268.4M | 224 | last filed Q2 2026 |
| FMA ADVISORY INC | 1298596 | $268.3M | 135 | last filed Q3 2021 |
| Carnegie Lake Advisors LLC | 2043591 | $268.2M | 168 | last filed Q2 2026 |
| MAD RIVER INVESTORS | 1384484 | $268.1M | 29 | last filed Q2 2026 |
| MONEYWISE, INC. | 1703080 | $268.1M | 86 | last filed Q2 2026 |
| Aspect Partners, LLC | 1985284 | $268.0M | 679 | last filed Q2 2026 |
| Everest Private Wealth | 2056683 | $268.0M | 85 | last filed Q2 2026 |
| Empower Annuity Insurance Co | 1444597 | $268.0M | 1 | last filed Q2 2026 |
| Capital Directions Investment Advisors, LLC | 1427684 | $268.0M | 237 | last filed Q4 2022 |
| New England Professional Planning Group Inc. | 1540867 | $267.9M | 50 | last filed Q2 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | 944317 | $267.9M | 161 | last filed Q2 2026 |
| WASHINGTON STATE INVESTMENT BOARD | 943712 | $267.8M | 2 | last filed Q2 2026 |
| Compass Financial Services Inc | 2039088 | $267.5M | 57 | last filed Q2 2026 |
| VIVID FINANCIAL MANAGEMENT, INC. | 1802911 | $267.5M | 129 | last filed Q4 2021 |
| TCFG WEALTH MANAGEMENT, LLC | 1548059 | $267.5M | 274 | last filed Q1 2026 |
| Enterprise Bank & Trust Co | 1770710 | $267.4M | 135 | last filed Q2 2025 |
| Packer & Co Ltd | 1664017 | $267.4M | 10 | last filed Q1 2026 |
| HMS Capital Management, LLC | 1689470 | $267.4M | 120 | last filed Q2 2026 |
| Johnson & White Wealth Management, LLC | 1954136 | $267.3M | 117 | last filed Q2 2026 |
| Financial Guidance Group, Inc. | 1929349 | $267.3M | 91 | last filed Q2 2026 |
| MRA Advisory Group | 1841816 | $267.2M | 151 | Q3 2026 |
| Gyon Technologies Capital Management, LP | 1790782 | $267.2M | 483 | last filed Q4 2022 |
| Heritage Way Advisors, LLC | 1698220 | $267.2M | 69 | last filed Q4 2021 |
| Financial Planning Navigators CORP | 2102043 | $267.2M | 70 | last filed Q2 2026 |
| Element Wealth, LLC | 1802743 | $267.1M | 212 | last filed Q2 2026 |
| FF Advisors,LLC | 2011904 | $267.0M | 123 | last filed Q2 2026 |
| Huber Financial Advisors, LLC | 1729051 | $267.0M | 111 | last filed Q1 2020 |
| Redwood Investments, LLC | 1384058 | $266.9M | 95 | last filed Q1 2025 |
| Beta Wealth Group, Inc. | 1594417 | $266.6M | 114 | last filed Q2 2026 |
| Family Office Research LLC | 2041267 | $266.6M | 85 | last filed Q2 2026 |
| HOWARD BAILEY SECURITIES, LLC | 2043986 | $266.6M | 121 | last filed Q2 2026 |
| SSA SWISS ADVISORS AG | 2066265 | $266.5M | 107 | last filed Q2 2026 |
| LWS Wealth Advisors, Inc. | 1801634 | $266.3M | 65 | last filed Q4 2023 |
| MISHPACHA HOLDINGS CORP | 2111655 | $266.3M | 4 | last filed Q2 2026 |
| Forager Capital Management, LLC | 1802986 | $265.9M | 10 | last filed Q2 2026 |
| RETIREMENT GUYS FORMULA LLC | 1933059 | $265.7M | 158 | last filed Q2 2026 |
| Vawter Financial, Ltd. | 1974403 | $265.5M | 131 | last filed Q2 2026 |
| IMPACTfolio, LLC | 1896447 | $265.5M | 37 | last filed Q2 2026 |
| Ballentine Capital Advisors, Inc | 2011580 | $265.4M | 26 | last filed Q2 2026 |
| WMG Financial Advisors, LLC | 1906711 | $265.4M | 105 | last filed Q2 2026 |
| ALKEME WEALTH, LLC | 1752045 | $265.3M | 100 | Q3 2026 |
| CALDWELL SUTTER CAPITAL, INC. | 702007 | $265.2M | 930 | last filed Q2 2026 |
| August Capital Management VII, L.L.C. | 1630529 | $265.2M | 1 | last filed Q4 2022 |
| Strategic Financial Partners, Ltd. | 2027921 | $265.1M | 88 | last filed Q2 2026 |
| Hippocratic Financial Advisors, LLC | 2055803 | $265.1M | 39 | last filed Q2 2026 |
| Pachira Investments Inc. | 1563634 | $265.0M | 78 | last filed Q2 2026 |
| Mount Capital Ltd | 1896379 | $265.0M | 17 | last filed Q2 2026 |
| MYECFO, LLC | 1986457 | $265.0M | 73 | last filed Q2 2026 |
| GHE, LLC | 1910179 | $264.9M | 57 | last filed Q2 2026 |
| BEDDOW CAPITAL MANAGEMENT INC | 1278641 | $264.9M | 54 | last filed Q4 2025 |
| RAELIPSKIE PARTNERSHIP | 2023896 | $264.8M | 124 | last filed Q2 2026 |
| WASHINGTON UNIVERSITY | 903603 | $264.8M | 3 | last filed Q2 2026 |
| Keystone Global Partners, LLC | 1764057 | $264.5M | 57 | last filed Q2 2026 |
| St. Johns Investment Management Company, LLC | 1605522 | $264.4M | 201 | last filed Q2 2026 |
| Greenfield Savings Bank | 1940406 | $264.4M | 147 | Q3 2026 |
| KEYVANTAGE WEALTH, LLC | 2050555 | $264.4M | 95 | last filed Q2 2026 |
| Verity Asset Management, Inc. | 1597298 | $264.4M | 223 | last filed Q2 2026 |
| Boyd Wealth Management, LLC | 1846114 | $264.2M | 47 | last filed Q2 2026 |
| Snow Phipps Group, LLC | 1698661 | $264.1M | 2 | Q3 2026 |
| Corecam Pte. Ltd. | 2106977 | $264.1M | 82 | last filed Q2 2026 |
| Brown Financial Advisors | 2035548 | $264.0M | 209 | last filed Q1 2026 |
| Wayfinding Financial, LLC | 1898131 | $264.0M | 171 | last filed Q2 2026 |
| Wasserstein Management, L.P. | 1751492 | $264.0M | 5 | last filed Q2 2026 |
| Aragon Global Management, LP | 1991518 | $263.9M | 23 | last filed Q2 2026 |
| Alpha Zero LLC | 2079032 | $263.8M | 107 | last filed Q2 2026 |
| BlueChip Wealth Advisors LLC | 2015578 | $263.8M | 172 | last filed Q2 2026 |
| Physician Wealth Solutions Inc. | 2007116 | $263.8M | 45 | last filed Q2 2026 |
| Navis Wealth Advisors, LLC | 1849055 | $263.7M | 175 | last filed Q2 2026 |
| GGM Financial LLC | 2021722 | $263.7M | 265 | last filed Q2 2026 |
| Wela Strategies, Inc. | 1644329 | $263.7M | 55 | last filed Q3 2025 |
| Gray Wealth Management Inc. | 1958397 | $263.6M | 132 | last filed Q4 2024 |
| GatePass Capital, LLC | 2087399 | $263.5M | 188 | last filed Q2 2026 |
| VARCOV Co. | 2078837 | $263.4M | 352 | last filed Q2 2026 |
| Signature Wealth Management Group | 1736666 | $263.4M | 128 | last filed Q1 2026 |
| Investmark Advisory Group LLC | 1926349 | $263.3M | 148 | last filed Q2 2026 |
| Heritage Wealth Management, Inc. /CA/ | 2012170 | $263.2M | 98 | last filed Q2 2026 |
| Krensavage Asset Management, LLC | 1609251 | $263.2M | 18 | last filed Q2 2026 |
| Stormborn Capital Management, LLC | 1693141 | $263.2M | 24 | last filed Q4 2022 |
| Alternative Investment Advisors, LLC. | 2009486 | $263.1M | 69 | last filed Q2 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 2078994 | $263.0M | 47 | last filed Q2 2026 |
| Haven Private, LLC | 2053665 | $263.0M | 171 | last filed Q2 2026 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 918504 | $263.0M | 90 | last filed Q2 2026 |
| 5th Street Advisors, LLC | 1911026 | $262.9M | 54 | last filed Q2 2026 |
| Purkiss Capital Advisors LLC | 2053150 | $262.7M | 189 | last filed Q2 2026 |
| Financial Futures Ltd Liability Co. | 1911616 | $262.6M | 80 | last filed Q2 2026 |
| Melone Private Wealth, LLC | 1905765 | $262.6M | 58 | last filed Q2 2026 |
| Massachusetts Wealth Management | 1966011 | $262.5M | 98 | last filed Q2 2026 |
| BluePointe Capital Management, LLC | 2040935 | $262.5M | 128 | last filed Q1 2025 |
| PRW Wealth Management LLC | 1760472 | $262.3M | 106 | last filed Q3 2023 |
| AH Equity Partners LSV III, L.L.C. | 1889893 | $261.9M | 3 | last filed Q3 2023 |
| Fortitude Advisory Group L.L.C. | 1928999 | $261.8M | 238 | last filed Q2 2026 |
| MOKAN Wealth Management Inc. | 2053727 | $261.7M | 95 | last filed Q2 2026 |
| EAGLE WEALTH STRATEGIES LLC | 2009882 | $261.7M | 118 | last filed Q2 2026 |
| Emprise Bank | 2018815 | $261.6M | 106 | Q3 2026 |
| Twin Lakes Capital Management, LLC | 1847794 | $261.5M | 208 | last filed Q2 2026 |
| P.A.W. CAPITAL CORP | 949853 | $261.1M | 66 | last filed Q2 2026 |
| Silverberg Bernstein Capital Management LLC | 2007880 | $261.1M | 70 | last filed Q2 2026 |
| CEDAR HILL ASSOCIATES, LLC | 1434641 | $261.0M | 108 | last filed Q4 2018 |
| Fairtree Asset Management (Pty) Ltd | 2059365 | $260.9M | 96 | last filed Q2 2026 |
| NYL Investors LLC | 1606720 | $260.8M | 29 | last filed Q2 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 1968850 | $260.8M | 184 | last filed Q2 2026 |
| HORIZON FINANCIAL SERVICES, LLC | 1674020 | $260.8M | 646 | last filed Q2 2026 |
| Bravera Wealth | 2126773 | $260.8M | 352 | last filed Q2 2026 |
| VIRTUS ADVISERS, LLC | 1587281 | $260.8M | 509 | last filed Q2 2026 |
| Revere Asset Management, Inc | 1849529 | $260.6M | 37 | last filed Q2 2026 |
| TEALWOOD ASSET MANAGEMENT INC | 1164062 | $260.5M | 121 | last filed Q2 2026 |
| Robbins Farley | 1847820 | $260.4M | 157 | last filed Q2 2026 |
| BIP Alliance, LLC | 2056367 | $260.4M | 49 | last filed Q2 2025 |
| Marnell Management LLC | 1852314 | $260.4M | 67 | last filed Q2 2026 |
| 4D Advisors, LLC | 1938268 | $260.3M | 37 | last filed Q2 2026 |
| WEIK CAPITAL MANAGEMENT | 1278793 | $260.3M | 93 | last filed Q2 2026 |
| QUARRY HILL ADVISORS, LLC | 1965346 | $260.2M | 53 | last filed Q2 2026 |
| REFRAME WEALTH, LLC | 1969815 | $260.2M | 61 | last filed Q4 2022 |
| PATRON PARTNERS, LLC | 1841768 | $260.1M | 193 | last filed Q2 2026 |
| Midwest Financial Partners Investments, Inc. | 1968851 | $260.1M | 80 | Q3 2026 |
| PFC CAPITAL GROUP, INC. | 2010374 | $260.1M | 89 | last filed Q2 2026 |
| Ribbit Capital GP II, Ltd. | 1912628 | $260.1M | 1 | last filed Q3 2023 |
| Kaye Capital Management | 1111797 | $260.0M | 41 | last filed Q2 2025 |
| Permit Capital Advisors, LLC | 1925332 | $260.0M | 112 | last filed Q1 2022 |
| Apoletto Ltd | 1730494 | $259.9M | 16 | last filed Q3 2022 |
| Family CFO Inc | 1911695 | $259.9M | 47 | last filed Q2 2026 |
| InvesTrust | 2050848 | $259.8M | 95 | last filed Q2 2026 |
| Altus Wealth Management, LLC | 1802107 | $259.8M | 26 | last filed Q2 2026 |
| Heritage Wealth Management, Inc./Texas | 1966400 | $259.7M | 44 | last filed Q2 2026 |
| Porter White Investment Advisors, Inc. | 1612457 | $259.7M | 40 | last filed Q2 2026 |
| Palmer Knight Co | 1767735 | $259.7M | 36 | last filed Q2 2026 |
| INNOVIS ASSET MANAGEMENT LLC | 1965896 | $259.6M | 153 | last filed Q3 2023 |
| MY.Alpha Management HK Advisors Ltd | 1910173 | $259.6M | 9 | last filed Q2 2026 |
| Kehrs Ridge Capital,LLC | 1776701 | $259.5M | 31 | last filed Q3 2022 |
| Clarus Wealth Advisors | 1730149 | $259.5M | 86 | last filed Q2 2026 |
| WJ Interests, LLC | 1727642 | $259.4M | 22 | last filed Q2 2026 |
| Diesslin Group, Inc. | 2108559 | $259.2M | 59 | last filed Q2 2026 |
| Optimist Retirement Group LLC | 2011850 | $259.2M | 118 | last filed Q2 2026 |
| Cherokee Insurance Co | 2077903 | $259.1M | 124 | last filed Q2 2026 |
| Elevation Capital Advisory, LLC | 1871112 | $259.0M | 63 | last filed Q2 2026 |
| Private Wealth Group, LLC | 1512780 | $258.9M | 76 | last filed Q2 2026 |
| Heritage Family Offices, LLP | 2019316 | $258.9M | 233 | last filed Q2 2026 |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 1051487 | $258.8M | 23 | last filed Q3 2025 |
| Endowment Wealth Management, Inc. | 1904477 | $258.6M | 181 | last filed Q2 2026 |
| Cottage Street Advisors LLC | 1665302 | $258.6M | 149 | last filed Q2 2026 |
| INSIGHT 2811, INC. | 1334952 | $258.5M | 106 | last filed Q2 2026 |
| Pacific Excel Wealth Advisors, Inc. | 2110884 | $258.4M | 228 | last filed Q2 2026 |
| Werlinich Asset Management, LLC | 2000493 | $258.3M | 57 | Q3 2026 |
| Ribbit Bullfrog GP II, Ltd. | 1851168 | $258.3M | 6 | last filed Q3 2023 |
| Resolute Wealth Strategies, LLC | 1973981 | $258.1M | 132 | last filed Q2 2026 |
| Mach-1 Financial Group, LLC | 1843358 | $258.1M | 131 | last filed Q2 2026 |
| NORTHPOINTE CAPITAL LLC | 1132668 | $258.1M | 76 | last filed Q3 2019 |
| Beach Point Capital Management LP | 1453885 | $258.1M | 13 | last filed Q2 2026 |
| Darrow Company, Inc. | 1908169 | $258.1M | 58 | last filed Q2 2026 |
| Lloyd Advisory Services, LLC. | 1802474 | $258.0M | 628 | last filed Q2 2026 |
| Family Capital Management, Inc. | 1964344 | $258.0M | 115 | last filed Q2 2026 |
| HONEYWELL INTERNATIONAL INC | 773840 | $257.8M | 79 | last filed Q2 2019 |
| Gainplan LLC | 1697857 | $257.8M | 57 | Q3 2026 |
| GREAT HILL PARTNERS, L.P. | 1231756 | $257.8M | 1 | last filed Q2 2026 |
| First Affirmative Financial Network | 1656282 | $257.7M | 325 | last filed Q1 2026 |
| Robertson Opportunity Capital, LLC | 1352122 | $257.7M | 29 | last filed Q2 2026 |
| Inherent Management Corp. | 2026217 | $257.6M | 11 | last filed Q2 2026 |
| Southern Wealth Management, LLP | 1811579 | $257.6M | 61 | last filed Q1 2023 |
| Ergawealth Advisors, Inc. | 1973209 | $257.5M | 54 | last filed Q2 2026 |
| Prospect Hill Management, LLC | 1837320 | $257.5M | 14 | last filed Q2 2026 |
| Beaumont Asset Management, L.L.C. | 1798756 | $257.4M | 79 | last filed Q2 2026 |
| Hiley Hunt Wealth Management | 2048051 | $257.4M | 49 | Q3 2026 |
| Ledge Wealth Management, Inc. | 1927042 | $257.2M | 62 | last filed Q4 2023 |
| Eastover Investment Advisors LLC | 1472800 | $257.2M | 49 | Q3 2026 |
| Transcendent Capital Group LLC | 2013703 | $257.1M | 128 | last filed Q2 2026 |
| COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1009215 | $257.0M | 114 | last filed Q4 2018 |
| UNTITLED INVESTMENTS LP | 1808696 | $257.0M | 18 | last filed Q2 2026 |
| New England Research & Management, Inc. | 1596077 | $256.9M | 134 | last filed Q2 2026 |
| Guardian Financial Partners, LLC | 1723514 | $256.9M | 69 | last filed Q2 2026 |
| HMV Wealth Advisors, LLC | 2054904 | $256.9M | 89 | last filed Q2 2026 |
| Leslie Global Wealth, LLC | 1954832 | $256.8M | 85 | last filed Q2 2026 |
| 626 Financial, LLC | 1911035 | $256.8M | 127 | last filed Q2 2026 |
| Miller Capital Partners, Inc. | 2111377 | $256.7M | 255 | last filed Q2 2026 |
| Birchcreek Wealth Management, LLC | 1840341 | $256.7M | 134 | last filed Q2 2026 |
| DAILY JOURNAL CORP | 783412 | $256.7M | 4 | last filed Q2 2026 |
| CNB Bank | 1732074 | $256.6M | 518 | last filed Q2 2026 |
| NBZ Investment Advisors LLC | 1998018 | $256.5M | 80 | last filed Q2 2026 |
| IVC Wealth Advisors LLC | 1842811 | $256.4M | 177 | last filed Q2 2026 |
| Kiker Wealth Management, LLC | 2042502 | $256.3M | 161 | last filed Q2 2026 |
| Mohican Financial Management, LLC | 1367663 | $256.2M | 70 | last filed Q2 2021 |
| My Personal CFO, LLC | 1916366 | $256.2M | 91 | last filed Q2 2026 |
| Sage Capital Management, LLC | 2030667 | $256.2M | 167 | last filed Q2 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | 2063947 | $256.1M | 119 | last filed Q2 2026 |
| Meritas Wealth Management, LLC | 1990690 | $256.1M | 63 | last filed Q2 2026 |
| Sprinkle Financial Consultants LLC | 2011593 | $256.1M | 108 | Q3 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | 2033299 | $256.0M | 112 | last filed Q2 2026 |
| Punch Card Management L.P. | 1631664 | $256.0M | 5 | last filed Q2 2026 |
| Grunden Financial Advisory, Inc. | 2010014 | $255.9M | 35 | last filed Q4 2025 |
| Corigliano Investment Advisers, LLC | 2031771 | $255.9M | 37 | last filed Q1 2026 |
| Wealth Management Strategies, Inc. | 2057285 | $255.9M | 45 | last filed Q2 2026 |
| Yoder Wealth Management, Inc. | 1973967 | $255.9M | 129 | last filed Q2 2026 |
| Causey Wealth LLC | 2132639 | $255.8M | 83 | last filed Q2 2026 |
| 1248 Management, LLC | 2011147 | $255.8M | 149 | last filed Q2 2026 |