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 30 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| GPM Growth Investors, Inc. | 1799367 | $239.5M | 43 | last filed Q2 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | 1909249 | $239.5M | 84 | last filed Q2 2026 |
| Brown Financial Advisory | 1843853 | $239.4M | 49 | last filed Q2 2026 |
| Cerity Partners Retirement Plan Advisors LLC | 2128338 | $239.4M | 34 | last filed Q2 2026 |
| Visionary Horizons, LLC | 2003615 | $239.3M | 145 | last filed Q2 2026 |
| Aull & Monroe Investment Management Corp | 1387615 | $239.2M | 126 | last filed Q2 2026 |
| Olistico Wealth, LLC | 1962695 | $239.1M | 354 | Q3 2026 |
| R. W. Roge & Company, Inc. | 1800745 | $239.1M | 68 | last filed Q2 2026 |
| CNA FINANCIAL CORP | 21175 | $239.0M | 18 | last filed Q2 2026 |
| BRIGHTON SECURITIES CORP. | 14213 | $239.0M | 48 | Q3 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | 2022456 | $238.9M | 72 | last filed Q2 2026 |
| Kapstone Financial Advisors LLC | 1966087 | $238.8M | 175 | last filed Q2 2026 |
| CDC Financial, Inc. | 2077836 | $238.8M | 47 | last filed Q2 2026 |
| Ecofin Advisors Ltd | 1387869 | $238.7M | 26 | last filed Q4 2020 |
| Carl P. Sherr & Co., LLC | 1818535 | $238.6M | 134 | last filed Q2 2026 |
| Victrix Investment Advisors | 2055229 | $238.5M | 75 | last filed Q2 2026 |
| Clarity Capital Advisors, LLC | 2011219 | $238.5M | 95 | last filed Q2 2026 |
| Norway Savings Bank | 1692227 | $238.5M | 104 | last filed Q2 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | 709447 | $238.5M | 150 | last filed Q2 2026 |
| Collaborative Wealth Managment Inc. | 1896419 | $238.4M | 167 | last filed Q2 2026 |
| Pinnacle Family Advisors, LLC | 1679064 | $238.4M | 155 | last filed Q2 2026 |
| Ring Mountain Capital, LLC | 2051343 | $238.3M | 107 | last filed Q2 2026 |
| SMA Capital LLC | 2075338 | $238.1M | 121 | last filed Q2 2026 |
| CWH Capital Management, Inc. | 1598348 | $238.0M | 92 | last filed Q4 2020 |
| Atlas Private Wealth Management, LLC | 1800369 | $238.0M | 119 | last filed Q1 2024 |
| First Citizens Financial Corp | 1800597 | $237.9M | 137 | Q3 2026 |
| Financial Planners of Cleveland, Inc. | 1890391 | $237.9M | 55 | last filed Q1 2022 |
| TRUEWEALTH LLC | 1722092 | $237.9M | 705 | last filed Q2 2020 |
| Wealth Science Advisors LLC | 2083087 | $237.9M | 80 | Q3 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 873759 | $237.8M | 118 | last filed Q2 2026 |
| Soviero Asset Management, LP | 1755622 | $237.8M | 58 | last filed Q2 2026 |
| T Ventures Management Co, Ltd. | 1735925 | $237.8M | 2 | last filed Q4 2021 |
| Edge Financial Advisors LLC | 2011402 | $237.7M | 135 | last filed Q4 2025 |
| Horizon Advisory Services, Inc. | 1799006 | $237.6M | 49 | last filed Q2 2026 |
| Boit C F David | 1308331 | $237.6M | 85 | last filed Q2 2026 |
| Cornerstone Select Advisors, LLC | 2055366 | $237.6M | 149 | last filed Q2 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | 2110994 | $237.5M | 160 | last filed Q2 2026 |
| TABLEAUX LLC | 2060663 | $237.5M | 120 | last filed Q2 2026 |
| Bowman & Co S.C. | 1906275 | $237.4M | 118 | last filed Q4 2025 |
| NBH Bank | 2148930 | $237.4M | 552 | last filed Q2 2026 |
| Grant Private Wealth Management Inc | 2056418 | $237.2M | 164 | last filed Q2 2026 |
| Crestview Partners III GP, L.P. | 1703027 | $237.2M | 1 | last filed Q2 2026 |
| Sequent Asset Management, LLC | 1509550 | $237.1M | 89 | last filed Q2 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | 2047860 | $237.1M | 80 | last filed Q2 2026 |
| RETIREMITTEN FINANCIAL LLC | 2127635 | $237.1M | 47 | last filed Q2 2026 |
| BancFirst Trust & Investment Management | 1914099 | $237.0M | 65 | last filed Q2 2026 |
| True Blue Financial, LLC | 2010212 | $236.9M | 61 | last filed Q2 2026 |
| CONTINENTAL ADVISORS LLC | 1277779 | $236.9M | 41 | last filed Q2 2026 |
| Grove Street Fiduciary, LLC | 2054682 | $236.8M | 75 | last filed Q2 2026 |
| Trail Ridge Investment Advisors, LLC | 1911013 | $236.8M | 93 | last filed Q2 2026 |
| Compass Financial Group, Inc. | 1666910 | $236.7M | 51 | last filed Q2 2026 |
| ADE, LLC | 1845950 | $236.7M | 93 | last filed Q2 2026 |
| TAM Capital Management Inc. | 1594591 | $236.5M | 9 | last filed Q2 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | 1844821 | $236.5M | 21 | last filed Q2 2026 |
| 10Elms LLP | 2056650 | $236.3M | 526 | last filed Q2 2026 |
| Bach Option Ltd | 1667391 | $236.3M | 36 | last filed Q4 2019 |
| CHELSEA COUNSEL CO | 1276755 | $236.1M | 232 | last filed Q2 2026 |
| Johnson Wealth Management, LLC | 2110653 | $236.1M | 58 | last filed Q2 2026 |
| CEERA INVESTMENTS, LLC | 1860698 | $235.9M | 101 | last filed Q2 2026 |
| ASO GROUP Ltd | 2108771 | $235.9M | 56 | last filed Q2 2026 |
| CMG Global Holdings, LLC | 1839445 | $235.8M | 100 | last filed Q2 2026 |
| Frederick Financial Consultants, LLC | 2055328 | $235.7M | 121 | last filed Q2 2026 |
| Menta Capital LLC | 1374701 | $235.7M | 470 | last filed Q2 2019 |
| ASSET PLANNING SERVICES INC /LA/ /ADV | 811407 | $235.6M | 36 | last filed Q2 2026 |
| Palo Capital, Inc. | 1615963 | $235.6M | 137 | last filed Q4 2018 |
| Latko Wealth Management, Ltd. | 1937769 | $235.6M | 37 | last filed Q2 2026 |
| Team Financial Group, LLC | 1845163 | $235.5M | 56 | last filed Q2 2026 |
| BostonPremier Wealth LLC | 2053783 | $235.5M | 79 | last filed Q2 2026 |
| Allodium Investment Consultants, LLC | 2052983 | $235.5M | 57 | last filed Q2 2026 |
| Prepared Retirement Institute LLC | 2056037 | $234.9M | 94 | last filed Q2 2026 |
| MN Wealth Advisors, LLC | 1992972 | $234.9M | 134 | last filed Q2 2026 |
| BONTEMPO OHLY CAPITAL MGMT LLC | 1632118 | $234.8M | 33 | last filed Q2 2026 |
| AMANSA CAPITAL PTE. LTD. | 1660773 | $234.8M | 2 | last filed Q2 2026 |
| Crestview Partners II GP, L.P. | 1505639 | $234.8M | 3 | last filed Q2 2026 |
| PEREGRINE INVESTMENT MANAGEMENT INC | 2053303 | $234.7M | 26 | last filed Q2 2026 |
| Core Wealth Partners LLC | 1965078 | $234.7M | 189 | last filed Q2 2026 |
| Long Path Partners LP | 1905112 | $234.6M | 10 | last filed Q2 2026 |
| Trevian Wealth Management LLC | 1901929 | $234.6M | 45 | last filed Q2 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | 2056671 | $234.6M | 100 | last filed Q2 2026 |
| KCS Wealth Advisory | 1697719 | $234.5M | 133 | last filed Q3 2023 |
| NI ACQUISITIONS COMPANY, LLC | 2148757 | $234.4M | 112 | last filed Q2 2026 |
| Whalen Wealth Management Inc. | 1894447 | $234.3M | 202 | Q3 2026 |
| CURA WEALTH ADVISORS, LLC | 2056729 | $234.3M | 140 | last filed Q2 2026 |
| Ariose Capital Management Ltd | 1665925 | $234.1M | 19 | last filed Q2 2026 |
| GP Brinson Investments LLC | 1860928 | $234.1M | 13 | Q3 2026 |
| Resolute Capital Asset Partners LLC | 1834913 | $234.1M | 48 | last filed Q2 2026 |
| Old North State Wealth Management, LLC | 2041262 | $234.1M | 112 | last filed Q2 2026 |
| Fortune 45 LLC | 1918707 | $234.0M | 36 | last filed Q2 2026 |
| Clear Rock Advisors, LLC | 1810372 | $234.0M | 70 | last filed Q2 2024 |
| Richardson Capital Management LLC | 1621646 | $234.0M | 243 | last filed Q2 2026 |
| Carroll Investors, Inc | 1911400 | $234.0M | 31 | last filed Q2 2026 |
| Pilgrim Partners Asia Pte Ltd | 2012674 | $234.0M | 106 | last filed Q2 2026 |
| WEST BANCORPORATION INC | 1166928 | $233.8M | 95 | last filed Q2 2026 |
| Blue Sky Capital Consultants Group, Inc. | 2057054 | $233.8M | 74 | last filed Q2 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2039850 | $233.8M | 789 | last filed Q2 2026 |
| Fortune Financial Advisors, LLC | 1961828 | $233.7M | 163 | last filed Q2 2026 |
| Arta Finance Wealth Management LLC | 2099257 | $233.7M | 105 | last filed Q2 2026 |
| Altitude Crest Partners Inc. | 1986035 | $233.6M | 30 | last filed Q1 2024 |
| Sterneck Capital Management, LLC | 1438574 | $233.4M | 103 | last filed Q2 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1050463 | $233.4M | 122 | last filed Q2 2026 |
| MTM FINANCIAL GROUP, LLC | 2132054 | $233.4M | 95 | last filed Q2 2026 |
| Builders Union Fund LP | 1772593 | $233.3M | 8 | last filed Q1 2021 |
| PRECISION PATH CAPITAL, LP | 1654407 | $233.2M | 15 | last filed Q4 2018 |
| LECAP ASSET MANAGEMENT LTD | 1990849 | $233.2M | 254 | last filed Q2 2026 |
| Sustainable Insight Capital Management, LLC | 1580677 | $233.2M | 78 | last filed Q2 2026 |
| Attessa Capital LLC | 2020560 | $233.1M | 49 | Q3 2026 |
| Braeburn Wealth Management LLC | 2111759 | $233.0M | 99 | last filed Q2 2026 |
| Ironclad Investments LLC | 1824600 | $233.0M | 3 | last filed Q2 2026 |
| TRB Advisors LP | 1513300 | $232.9M | 6 | last filed Q2 2026 |
| Davidson Kahn Capital Management, LLC | 2055535 | $232.8M | 72 | last filed Q2 2026 |
| MKA Charitable Fund | 2010351 | $232.5M | 1 | last filed Q2 2026 |
| Turning Point Benefit Group, Inc. | 2008513 | $232.5M | 109 | last filed Q2 2026 |
| Lauterbach Financial Advisors, LLC | 1909828 | $232.5M | 87 | last filed Q2 2026 |
| Panoramic Capital, LLC | 1950490 | $232.4M | 43 | last filed Q2 2026 |
| COOPER/HAIMS ADVISORS, LLC | 1654033 | $232.4M | 115 | last filed Q2 2026 |
| JD CAPITAL MANAGEMENT LLC | 1219037 | $232.4M | 19 | last filed Q4 2020 |
| SIH MPH ROLLOVER GP, LLC | 1845814 | $232.4M | 1 | last filed Q3 2021 |
| 2Xideas AG | 1843587 | $232.3M | 48 | last filed Q2 2026 |
| TRV GP VI, LLC | 1990716 | $232.3M | 4 | last filed Q2 2026 |
| LifePlan Financial Group, Inc | 1583104 | $232.3M | 566 | last filed Q3 2020 |
| Elefante Mark B | 1661535 | $232.2M | 60 | last filed Q2 2026 |
| EPIQ PARTNERS, LLC | 1799435 | $232.2M | 98 | Q3 2026 |
| ShawSpring Partners LLC | 1766908 | $232.1M | 11 | last filed Q2 2026 |
| LAVELLE CAPITAL LP | 2136566 | $232.1M | 75 | last filed Q2 2026 |
| ARP Global Capital Ltd | 2074760 | $231.9M | 25 | last filed Q2 2026 |
| J.H. Whitney Equity Partners VII, LLC | 1567459 | $231.9M | 1 | last filed Q2 2026 |
| ELCO Management Co., LLC | 1690717 | $231.9M | 174 | last filed Q2 2026 |
| Ranger Global Real Estate Advisors, LLC | 1689007 | $231.8M | 20 | last filed Q3 2024 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1860132 | $231.8M | 89 | last filed Q2 2026 |
| Wishbone Management, LP | 1777734 | $231.7M | 5 | last filed Q2 2026 |
| Steffes Financial, Ltd. | 2110878 | $231.6M | 36 | last filed Q2 2026 |
| Wills Financial Group, Inc. | 1525109 | $231.6M | 65 | last filed Q4 2024 |
| Accent Capital Management, LLC | 2014179 | $231.5M | 299 | last filed Q2 2026 |
| Notis-McConarty Edward | 1592616 | $231.5M | 67 | last filed Q2 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | 1056943 | $231.4M | 270 | last filed Q2 2026 |
| OxenFree Capital LLC | 2009781 | $231.4M | 57 | Q3 2026 |
| Gray Private Wealth, LLC | 1928877 | $231.4M | 58 | last filed Q2 2026 |
| Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) | 2139779 | $231.3M | 1 | last filed Q2 2026 |
| N10 ASSETS, LLC | 2146922 | $231.3M | 34 | last filed Q2 2026 |
| Foundry Financial Group, Inc. | 2007960 | $231.3M | 80 | last filed Q2 2026 |
| VVR Holdings LLC | 2070884 | $231.2M | 38 | last filed Q2 2026 |
| Founders Capital Management | 1704300 | $231.1M | 420 | last filed Q2 2026 |
| AlphaMark Advisors, LLC | 1348183 | $231.0M | 612 | last filed Q4 2024 |
| Legacy Wealth Advisors, LLC | 2111463 | $231.0M | 148 | last filed Q2 2026 |
| New Millennium Group LLC | 1909654 | $231.0M | 407 | last filed Q4 2025 |
| PFG Private Wealth Management, LLC | 1799957 | $230.8M | 75 | last filed Q2 2026 |
| CarsonAllaria Wealth Management, Ltd. | 1900946 | $230.8M | 71 | last filed Q2 2026 |
| AGP FRANKLIN, LLC | 2056566 | $230.6M | 93 | last filed Q2 2026 |
| rebel Financial LLC | 2077940 | $230.6M | 65 | last filed Q1 2026 |
| Cooper Capital Advisors LLC | 1957878 | $230.6M | 41 | last filed Q2 2026 |
| Harold Davidson & Associates Inc. | 1430022 | $230.6M | 59 | last filed Q2 2026 |
| Note Advisors, LLC | 2056243 | $230.6M | 86 | last filed Q2 2026 |
| MIDAS MANAGEMENT CORP | 65957 | $230.5M | 109 | last filed Q2 2019 |
| BURRUS FINANCIAL SERVICES, INC. | 1573947 | $230.3M | 11 | last filed Q2 2026 |
| Kensington Investment Counsel, LLC | 1845536 | $230.2M | 85 | last filed Q2 2026 |
| BANYAN CAPITAL MANAGEMENT, INC. | 846600 | $230.1M | 55 | last filed Q2 2026 |
| LCM Capital Management Inc | 1861752 | $230.0M | 129 | last filed Q2 2026 |
| BDFS Capital LLC | 2112636 | $230.0M | 116 | last filed Q2 2026 |
| International City Management Association Retirement Corp | 1691813 | $230.0M | 6 | last filed Q2 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | 1906866 | $229.9M | 143 | last filed Q2 2026 |
| Azarias Capital Management, L.P. | 1625279 | $229.8M | 23 | last filed Q2 2026 |
| Integrity Investment Advisors, LLC | 2066359 | $229.8M | 72 | last filed Q2 2026 |
| Franchise Capital Ltd | 1859388 | $229.8M | 30 | last filed Q3 2025 |
| Cutter Capital Management, LP | 1983313 | $229.6M | 21 | last filed Q1 2025 |
| LCW Services, LLC | 2110690 | $229.6M | 40 | last filed Q2 2026 |
| A&I FINANCIAL SERVICES, LLC | 1728031 | $229.6M | 75 | last filed Q2 2026 |
| LEVEL FOUR FINANCIAL, LLC | 857602 | $229.5M | 294 | last filed Q3 2021 |
| Catalys Pacific, LLC | 2011385 | $229.5M | 2 | last filed Q2 2026 |
| Highland Investment Advisors LLC | 2149882 | $229.3M | 734 | last filed Q2 2026 |
| Personal Wealth Partners | 1766435 | $229.2M | 74 | last filed Q1 2022 |
| Alhambra Investment Management LLC | 1802696 | $229.1M | 182 | last filed Q2 2026 |
| Catherine Avery Investment Management LLC | 2103454 | $229.0M | 166 | last filed Q2 2026 |
| Paul R. Ried Financial Group, LLC | 2033053 | $228.9M | 47 | last filed Q2 2026 |
| Smallwood Wealth Investment Management, LLC | 1921304 | $228.9M | 529 | last filed Q2 2026 |
| Painted Porch Advisors LLC | 2024585 | $228.8M | 75 | last filed Q2 2026 |
| Asset Advisory Group, Inc. | 2110402 | $228.8M | 125 | last filed Q2 2026 |
| tru Independence LLC | 1785445 | $228.7M | 108 | last filed Q2 2026 |
| Innovative Asset Advisors Group, LLC | 2127147 | $228.6M | 287 | last filed Q2 2026 |
| Wildcat Capital Management, LLC | 1582384 | $228.5M | 3 | last filed Q2 2026 |
| DOW CHEMICAL CO /DE/ | 29915 | $228.5M | 4 | last filed Q2 2026 |
| Summit Place Financial Advisors, LLC | 1801413 | $228.3M | 110 | last filed Q2 2026 |
| Castleview Partners, LLC | 1737088 | $228.2M | 214 | Q3 2026 |
| Benchmark Investment Advisors LLC | 1910971 | $228.0M | 70 | last filed Q2 2026 |
| RAFFLES ASSOCIATES LP | 1169581 | $227.9M | 48 | last filed Q2 2026 |
| Adalta Capital Management LLC | 1698926 | $227.8M | 103 | last filed Q2 2026 |
| Mission Hills Financial Advisory, LLC | 2043220 | $227.6M | 89 | last filed Q2 2026 |
| Capital Square, LLC | 1798736 | $227.5M | 241 | last filed Q2 2026 |
| Beartown Capital Management, LLC | 1877162 | $227.4M | 41 | last filed Q2 2026 |
| Tower View Wealth Management LLC | 1729045 | $227.4M | 205 | last filed Q2 2026 |
| Signet Investment Advisory Group, Inc. | 1766328 | $227.3M | 73 | last filed Q2 2026 |
| Pacific Wealth Management | 1852338 | $227.3M | 20 | Q3 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | 2126518 | $227.3M | 46 | last filed Q2 2026 |
| Next Level Wealth Planning, LLC | 2044208 | $227.2M | 74 | last filed Q2 2026 |
| Flower City Capital | 1808394 | $227.1M | 49 | last filed Q2 2026 |
| Wingate Wealth Advisors, Inc. | 2041800 | $227.1M | 127 | last filed Q2 2026 |
| TFB Advisors LLC | 1965201 | $227.0M | 190 | last filed Q2 2026 |
| Oregon Health & Science University | 1833471 | $227.0M | 1 | last filed Q2 2021 |
| Smith Thornton Advisors LLC | 2032436 | $227.0M | 140 | last filed Q2 2026 |
| CROBAN | 1694663 | $226.9M | 81 | last filed Q2 2026 |
| Sassicaia Capital Advisers LLC | 1692751 | $226.8M | 32 | last filed Q2 2026 |
| PhiloSmith Capital Corp | 1701057 | $226.8M | 29 | last filed Q2 2021 |
| Cairn Investment Group, Inc. | 1800358 | $226.7M | 65 | last filed Q2 2026 |
| Wallace Foundation | 1951918 | $226.7M | 1 | last filed Q2 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 1846177 | $226.7M | 181 | last filed Q2 2026 |
| Ashburton (Jersey) Ltd | 1661222 | $226.7M | 51 | last filed Q4 2024 |
| Ridgepath Capital Management LLC | 1943071 | $226.6M | 54 | last filed Q2 2026 |
| FirstWave Capital Management LLC | 2093108 | $226.6M | 63 | last filed Q2 2026 |
| Mink Brook Asset Management LLC | 2052205 | $226.6M | 52 | last filed Q2 2026 |
| Oak Barrel Wealth Advisory LLC | 2116315 | $226.5M | 86 | last filed Q2 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | $226.4M | 100 | last filed Q2 2026 |
| Gross & Hartman Investments LLC | 1966094 | $226.4M | 80 | last filed Q2 2026 |
| Point Windward Advisors Inc. | 1356202 | $226.1M | 97 | last filed Q2 2026 |
| Ariadne Wealth Management, LP | 2034793 | $226.1M | 254 | last filed Q2 2026 |
| Baugh & Associates, LLC | 1730818 | $226.0M | 42 | last filed Q2 2026 |
| Arch Global Advisors, LLC | 2126837 | $226.0M | 59 | last filed Q2 2026 |
| Laurel Wealth Planning LLC | 1842010 | $226.0M | 67 | last filed Q2 2026 |
| Charter Capital Management, LLC\DE | 2076040 | $225.9M | 75 | last filed Q2 2026 |
| Junk Investment Group, LLC | 2112570 | $225.9M | 97 | last filed Q2 2026 |
| True Wind Capital Management, L.P. | 1824827 | $225.8M | 2 | last filed Q2 2026 |
| Disciplined Equity Management, Inc. | 1909380 | $225.8M | 45 | last filed Q2 2026 |
| Sitrin Capital Management LLC | 1664771 | $225.7M | 39 | last filed Q2 2026 |
| Sea Cliff Partners Management, LP | 2011655 | $225.5M | 14 | last filed Q2 2026 |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 1831431 | $225.4M | 70 | last filed Q1 2024 |
| HATCH COVE CAPITAL, LLC | 2049307 | $225.4M | 24 | last filed Q2 2026 |
| Chronos Wealth Management, LLC | 1801792 | $225.4M | 38 | last filed Q2 2026 |
| Center For Asset Management LLC | 1844878 | $225.3M | 151 | last filed Q2 2026 |
| CWC Advisors, LLC. | 1520683 | $225.2M | 152 | last filed Q2 2026 |
| CVS HEALTH Corp | 64803 | $225.2M | 21 | last filed Q2 2026 |
| Brucke Financial, Inc. | 2058446 | $225.1M | 175 | last filed Q2 2026 |
| Pennant Select, LLC | 2011563 | $225.1M | 15 | last filed Q2 2026 |
| Benchmark Wealth Management, LLC | 1788241 | $225.0M | 70 | last filed Q2 2025 |
| Colter Lewis Investment Partners LLC | 2107902 | $225.0M | 114 | last filed Q2 2026 |
| Broyhill Asset Management, LLC | 1966057 | $224.9M | 77 | last filed Q2 2026 |
| Fortress Wealth Management, Inc. | 1908099 | $224.8M | 75 | last filed Q3 2025 |
| Ciovacco Capital Management LLC | 1653012 | $224.7M | 35 | last filed Q2 2026 |
| CONWAY CAPITAL MANAGEMENT, INC. | 2044929 | $224.7M | 39 | last filed Q2 2026 |
| KPCB XVI Associates, LLC | 1611734 | $224.6M | 3 | last filed Q3 2021 |
| LuminArx Capital Management LP | 1992915 | $224.4M | 73 | last filed Q2 2026 |
| Latigo Investments, LLC | 1914668 | $224.4M | 14 | last filed Q2 2026 |
| Moerus Capital Management LLC | 1742647 | $224.4M | 14 | last filed Q2 2026 |
| KLS Diversified Asset Management LP | 1616051 | $224.1M | 13 | last filed Q1 2021 |
| Wynn Capital, LLC | 2009900 | $224.0M | 116 | last filed Q2 2026 |
| Wunderlich Capital Managemnt | 1599273 | $224.0M | 105 | last filed Q2 2024 |
| Spice Expeditions, LP | 2040285 | $223.9M | 1 | last filed Q2 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | 2035872 | $223.9M | 35 | last filed Q1 2026 |
| GRANVILLE CAPITAL, INC. | 1404784 | $223.9M | 86 | last filed Q2 2026 |
| Finer Wealth Management, Inc. | 1929071 | $223.8M | 88 | last filed Q2 2026 |
| ROCKSHELTER CAPITAL MANAGEMENT LLC | 1607231 | $223.6M | 42 | last filed Q2 2020 |
| Capstone Capital Management Ltd | 2069260 | $223.6M | 160 | last filed Q2 2026 |
| Oxford Wealth Group, LLC | 2007082 | $223.5M | 89 | last filed Q2 2026 |