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 35 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Melia Wealth LLC | 1964047 | $173.7M | 23 | last filed Q2 2026 |
| Strategent Financial, LLC | 2052737 | $173.6M | 41 | last filed Q2 2026 |
| Livet Wealth, LLC | 2111409 | $173.4M | 122 | last filed Q2 2026 |
| Ehrenkranz Partners L.P. | 1641043 | $173.2M | 49 | last filed Q2 2026 |
| PVG ASSET MANAGEMENT CORP | 820434 | $173.2M | 129 | last filed Q2 2026 |
| Natixis Investment Managers, LLC | 1053187 | $173.2M | 4 | last filed Q2 2026 |
| SwitchPoint Financial Planning, LLC | 2055526 | $173.2M | 71 | last filed Q2 2026 |
| MRJ CAPITAL INC | 1160099 | $173.2M | 50 | last filed Q4 2021 |
| Covestor Ltd | 1909846 | $173.2M | 2,833 | last filed Q2 2026 |
| STAGE HARBOR FINANCIAL, LLC | 1934721 | $173.1M | 64 | last filed Q2 2026 |
| 1623 Capital LLC | 1811034 | $173.1M | 22 | last filed Q2 2024 |
| American Institute for Advanced Investment Management, LLP | 1805824 | $173.1M | 159 | last filed Q2 2026 |
| Gutierrez Wealth Advisory, LLC | 1965923 | $173.0M | 70 | last filed Q2 2026 |
| Kuhn & Co Investment Counsel | 2011958 | $173.0M | 149 | last filed Q2 2026 |
| Teton Advisors, LLC | 2086025 | $173.0M | 157 | last filed Q2 2026 |
| BENNICAS & ASSOCIATES, INC. | 1056821 | $173.0M | 97 | last filed Q4 2022 |
| Invariant Investment Management | 1850871 | $173.0M | 69 | Q3 2026 |
| Concorde Asset Management, LLC | 1631773 | $172.8M | 152 | last filed Q2 2026 |
| Archvest Wealth Advisors, Inc. | 1910174 | $172.8M | 73 | last filed Q2 2026 |
| Family Legacy Financial Solutions, LLC | 2076068 | $172.7M | 51 | Q3 2026 |
| Hopwood Financial Services, Inc. | 2023166 | $172.7M | 92 | last filed Q2 2026 |
| Kylin Management LLC | 1512384 | $172.6M | 7 | last filed Q4 2021 |
| Grantvest Financial Group LLC | 2055216 | $172.6M | 189 | last filed Q2 2026 |
| DeLarme Wealth Management, Inc. | 2070361 | $172.5M | 68 | last filed Q2 2026 |
| DOHENY ASSET MANAGEMENT /CA | 936936 | $172.4M | 61 | last filed Q2 2026 |
| Fundamenta Capital S.A. | 2088289 | $172.4M | 14 | last filed Q2 2026 |
| SANDERS MORRIS HARRIS LLC | 1053994 | $172.4M | 75 | last filed Q2 2026 |
| Investidor Profissional Gestao de Recursos Ltda. | 1953154 | $172.3M | 18 | last filed Q2 2026 |
| Pacific Park Financial, Inc. | 2107255 | $172.3M | 77 | last filed Q2 2026 |
| BOSTON MOUNTAIN MONEY MANAGEMENT INC | 2022846 | $172.2M | 64 | last filed Q3 2024 |
| Stevens First Principles Investment Advisors | 1388076 | $172.2M | 165 | last filed Q2 2019 |
| Innovative Wealth Building LLC | 2062596 | $172.1M | 84 | last filed Q2 2026 |
| Aspire Growth Partners LLC | 2055568 | $172.1M | 128 | last filed Q2 2026 |
| Networth Advisors, LLC | 2099019 | $172.1M | 383 | last filed Q2 2026 |
| Plaisance Capital LLC | 1761269 | $172.0M | 21 | last filed Q2 2022 |
| Coastwise Capital Group, LLC | 1934500 | $172.0M | 143 | last filed Q2 2026 |
| Roof Advisory Group, Inc. | 1596212 | $171.9M | 31 | last filed Q2 2019 |
| Paladin Wealth, LLC | 2040377 | $171.9M | 134 | last filed Q2 2026 |
| Beacon Wealthcare, Inc | 1107576 | $171.9M | 10 | last filed Q4 2020 |
| Stonekeep Investments, LLC | 2032486 | $171.8M | 81 | last filed Q2 2026 |
| Gambit Capital Management, LLC | 2107464 | $171.8M | 103 | last filed Q2 2026 |
| Graphene Investments SAS | 1965776 | $171.8M | 42 | last filed Q2 2026 |
| Collaborative Fund Advisors, LLC | 2132074 | $171.8M | 182 | last filed Q2 2026 |
| WealthTrust-Arizona, LLC | 1424447 | $171.7M | 678 | last filed Q4 2018 |
| Shade Tree Advisors LLC | 1804785 | $171.7M | 29 | last filed Q2 2026 |
| NORTHLAND SECURITIES, INC. | 1006938 | $171.7M | 117 | last filed Q2 2026 |
| Cribstone Capital Management, LLC | 1667163 | $171.7M | 413 | last filed Q4 2022 |
| Long Path Partners Fund, LP | 1751978 | $171.7M | 8 | last filed Q1 2022 |
| Welch Financial Planning, LLC | 2085141 | $171.6M | 71 | last filed Q2 2026 |
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 1282197 | $171.6M | 13 | last filed Q2 2025 |
| BRIAN LOW FINANCIAL GROUP, LLC | 2079080 | $171.4M | 116 | last filed Q2 2026 |
| Lifetime Wealth Management P.C. | 2116339 | $171.3M | 90 | last filed Q2 2026 |
| Pingora Partners LLC | 2011176 | $171.3M | 182 | last filed Q2 2026 |
| Del-Sette Capital Management, LLC | 1610580 | $171.3M | 50 | last filed Q2 2026 |
| Fidato Wealth LLC | 1711360 | $171.1M | 14 | last filed Q2 2026 |
| CFC Planning Co LLC | 1854428 | $171.0M | 70 | last filed Q2 2026 |
| Guided Capital Wealth Management, LLC | 1849618 | $171.0M | 35 | last filed Q2 2026 |
| Alexis Investment Partners, LLC | 2054271 | $171.0M | 38 | last filed Q2 2026 |
| Ridgeline Wealth, LLC | 1934226 | $170.9M | 60 | last filed Q2 2026 |
| SECURITY ASSET MANAGEMENT | 899211 | $170.9M | 76 | last filed Q1 2023 |
| Truehand, Inc | 1302720 | $170.8M | 189 | last filed Q4 2021 |
| Strategic Value Partners, LLC | 1301912 | $170.8M | 1 | last filed Q2 2026 |
| CATHY PARETO & ASSOCIATES, INC | 2045974 | $170.6M | 102 | last filed Q2 2026 |
| Greytown Advisors Inc. | 1672829 | $170.5M | 71 | last filed Q2 2024 |
| Wilson & Boucher Capital Management, LLC | 1903579 | $170.4M | 121 | last filed Q2 2026 |
| Banco de Sabadell, S.A | 1730299 | $170.4M | 61 | last filed Q2 2026 |
| Pfizer Inc | 78003 | $170.4M | 17 | last filed Q2 2026 |
| Aquamarine Capital Management, LLC | 1404599 | $170.2M | 12 | last filed Q2 2022 |
| NDWM LLC | 1818386 | $170.2M | 38 | last filed Q2 2026 |
| WPG Advisers, LLC | 2067343 | $170.1M | 1,549 | last filed Q2 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | 2010029 | $170.1M | 935 | last filed Q2 2026 |
| HarbourVest Partners LLC | 1201001 | $170.0M | 6 | last filed Q2 2026 |
| Gordian Advisors LLC | 2011856 | $170.0M | 65 | last filed Q2 2026 |
| Sarver Vrooman Wealth Advisors | 2076215 | $170.0M | 142 | Q3 2026 |
| OEP CAPITAL ADVISORS, L.P. | 1817681 | $170.0M | 1 | last filed Q2 2026 |
| Chatterton & Associates Inc. | 2102688 | $169.9M | 101 | last filed Q2 2026 |
| Binnacle Investments Inc | 2060308 | $169.9M | 940 | last filed Q3 2025 |
| Aspetuck Financial Management LLC | 2048608 | $169.9M | 79 | last filed Q2 2026 |
| Jackson Wealth Management, LLC | 1536799 | $169.9M | 86 | last filed Q2 2026 |
| Park Capital Management, LLC / WI | 1998000 | $169.9M | 161 | last filed Q2 2026 |
| Coombe, Bender & Co LLC | 1812902 | $169.8M | 75 | last filed Q2 2024 |
| Providence Wealth Advisors, LLC | 1744955 | $169.8M | 84 | last filed Q2 2026 |
| Nicholson Wealth Management Group, LLC | 2035982 | $169.7M | 109 | last filed Q2 2026 |
| Community Bank of Raymore | 1599923 | $169.7M | 76 | last filed Q2 2026 |
| Watson Rebecca | 1795711 | $169.7M | 81 | last filed Q3 2020 |
| Employers Holdings, Inc. | 1379041 | $169.7M | 144 | last filed Q1 2021 |
| Christian Investment Advisors, Inc. | 2055071 | $169.7M | 14 | last filed Q2 2026 |
| Collar Capital Management, LLC | 2056719 | $169.6M | 73 | last filed Q2 2026 |
| Arsenal Capital Advisors LLC | 2109474 | $169.5M | 107 | last filed Q2 2026 |
| Hellman & Friedman LLC | 1462335 | $169.5M | 1 | last filed Q2 2020 |
| EnCap Energy Capital Fund XII, L.P. | 1970507 | $169.3M | 1 | last filed Q4 2025 |
| RiverTree Advisors, LLC | 1872501 | $169.3M | 72 | last filed Q2 2026 |
| ELLERSON GROUP INC /ADV | 935570 | $169.3M | 64 | last filed Q2 2026 |
| Hoffman, Alan N Investment Management | 1848530 | $169.3M | 14 | last filed Q2 2026 |
| Tailwinds Wealth, LLC | 2109222 | $169.3M | 89 | last filed Q2 2026 |
| Palacios Wealth Management, LLC | 2053829 | $169.2M | 76 | last filed Q2 2026 |
| J Digital 6 LLC | 2090663 | $169.1M | 3 | last filed Q2 2026 |
| Foundation Wealth Management, LLC | 1966351 | $169.1M | 51 | last filed Q2 2026 |
| Williams & Novak Wealth Management, LLC | 1998419 | $169.0M | 148 | Q3 2026 |
| Aevitas Wealth Management, Inc. | 1722117 | $169.0M | 114 | last filed Q4 2022 |
| Planning Strategies Inc. | 2139665 | $168.9M | 1,156 | Q3 2026 |
| Daniel Investment Group, Inc. | 2144243 | $168.9M | 33 | last filed Q2 2026 |
| Fairbanks Capital Management, Inc. | 1681372 | $168.9M | 48 | last filed Q2 2026 |
| Hatteras Investment Partners, LP | 1600745 | $168.9M | 1 | last filed Q2 2025 |
| Marshall & Sterling Wealth Advisors Inc. | 2056315 | $168.9M | 339 | last filed Q2 2026 |
| Wealthsimple US, Ltd. | 1811613 | $168.9M | 23 | last filed Q1 2021 |
| Somnio Financial Group, LLC | 2034894 | $168.8M | 14 | last filed Q2 2026 |
| NORTH DALLAS BANK & TRUST CO | 2035144 | $168.7M | 113 | last filed Q2 2026 |
| Granite Group Advisors, LLC | 2018114 | $168.7M | 84 | last filed Q2 2026 |
| Athena Investment Management | 1921093 | $168.7M | 132 | last filed Q2 2026 |
| CIGOGNE MANAGEMENT SA | 2047346 | $168.6M | 79 | last filed Q4 2024 |
| Bravias Capital Group, LLC | 2054328 | $168.5M | 97 | last filed Q2 2026 |
| Grace Capital | 1441646 | $168.5M | 143 | last filed Q4 2021 |
| Lumature Wealth Partners, LLC | 1843558 | $168.4M | 384 | last filed Q2 2023 |
| Sunrise Financial Services, LLC | 2110891 | $168.3M | 587 | last filed Q2 2026 |
| EIGHT 31 FINANCIAL, LLC | 2011328 | $168.2M | 66 | last filed Q2 2026 |
| Vann Equity Management LLC | 2018412 | $168.2M | 174 | Q3 2026 |
| KG Capital Management | 1771687 | $168.1M | 142 | last filed Q2 2026 |
| CBM Financial, LLC | 2055702 | $168.1M | 16 | last filed Q2 2026 |
| SENTRY INVESTMENT MANAGEMENT LLC | 89014 | $168.0M | 1 | last filed Q2 2026 |
| ORACLE INVESTMENT MANAGEMENT INC | 1012622 | $167.9M | 22 | last filed Q4 2025 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 2011649 | $167.9M | 104 | last filed Q2 2026 |
| Valpey Financial Services, LLC | 2077991 | $167.9M | 76 | last filed Q2 2026 |
| Karl Kapital LLC | 2058849 | $167.9M | 25 | last filed Q2 2026 |
| Catalina Capital Group, LLC | 2018090 | $167.9M | 173 | last filed Q1 2026 |
| Runnymede Capital Advisors, Inc. | 2054540 | $167.9M | 77 | last filed Q2 2026 |
| Vector Capital, Ltd. | 1780631 | $167.8M | 1 | last filed Q4 2019 |
| Income Insurance Ltd | 2022801 | $167.8M | 184 | last filed Q2 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | 1951908 | $167.7M | 70 | last filed Q1 2026 |
| PINCUS CAPITAL MANAGEMENT, LP | 2109652 | $167.7M | 52 | last filed Q2 2026 |
| Evansbrook LLC | 2069478 | $167.7M | 127 | last filed Q2 2026 |
| Vilga Financial Planning LLC | 2083456 | $167.6M | 102 | Q3 2026 |
| Boxwood Ventures, Inc. | 1885946 | $167.5M | 37 | last filed Q2 2026 |
| General Equity Holdings LP | 1700362 | $167.5M | 13 | last filed Q2 2026 |
| Index Venture Growth Associates IV Ltd | 1865141 | $167.5M | 2 | last filed Q2 2026 |
| MFA Wealth Services | 1989379 | $167.4M | 134 | last filed Q2 2026 |
| Fairscale Capital, LLC | 2032350 | $167.4M | 441 | last filed Q2 2026 |
| Eddie Patel Inc | 2078760 | $167.3M | 127 | last filed Q2 2026 |
| Genesis Wealth Advisors, LLC | 1637241 | $167.3M | 72 | last filed Q2 2026 |
| Davis Capital Management | 1811806 | $167.3M | 1,175 | Q3 2026 |
| THOMPSON DAVIS & CO., INC. | 1017284 | $167.2M | 168 | last filed Q2 2026 |
| Lummis Asset Management, LP | 2011652 | $167.2M | 221 | last filed Q2 2026 |
| GEN Financial Management, INC. | 2032497 | $167.1M | 42 | last filed Q2 2026 |
| Serenity Capital LLC | 1706018 | $167.1M | 7 | last filed Q1 2025 |
| AMARA FINANCIAL, LLC. | 1934965 | $167.1M | 48 | last filed Q2 2026 |
| Certus Wealth Management, LLC | 1989526 | $167.1M | 58 | last filed Q3 2025 |
| HM Capital Management, LLC | 1367786 | $167.1M | 56 | last filed Q3 2022 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 2060368 | $167.0M | 40 | last filed Q2 2026 |
| U S WEALTH GROUP, LLC. | 1554427 | $167.0M | 47 | last filed Q2 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | 2008554 | $166.9M | 98 | last filed Q2 2026 |
| Custos Family Office, LLC | 1904423 | $166.9M | 67 | last filed Q2 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 1015877 | $166.8M | 84 | last filed Q2 2026 |
| ICA Group Wealth Management, LLC | 1944579 | $166.7M | 793 | last filed Q2 2024 |
| Ackerman Asset Management, LLC | 2067071 | $166.7M | 38 | last filed Q2 2026 |
| Evergreen Wealth Partners LLC | 2101006 | $166.7M | 89 | last filed Q2 2026 |
| Orca Wealth Management, LLC | 2043765 | $166.6M | 83 | last filed Q2 2026 |
| Lauer Wealth, LLC | 1860063 | $166.6M | 75 | last filed Q2 2026 |
| KEATING WEALTH MANAGEMENT LLC | 1922796 | $166.6M | 45 | last filed Q1 2024 |
| Grand Alliance Asset Management Ltd | 1986124 | $166.5M | 15 | last filed Q2 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1991983 | $166.5M | 118 | Q3 2026 |
| Wright Wealth LLC | 2046147 | $166.5M | 54 | last filed Q2 2026 |
| REAL ESTATE MANAGEMENT SERVICES LLC | 1177018 | $166.5M | 37 | last filed Q4 2021 |
| IAT REINSURANCE CO LTD. | 1633625 | $166.5M | 77 | last filed Q2 2026 |
| Copia Wealth Management | 2058771 | $166.5M | 570 | last filed Q2 2026 |
| Keystone Financial Services, LLC | 2046033 | $166.4M | 61 | last filed Q2 2026 |
| Harber Asset Management LLC | 1387921 | $166.4M | 39 | last filed Q2 2026 |
| Hickory Point Bank & Trust | 2039144 | $166.3M | 465 | Q3 2026 |
| Family Asset Management, LLC | 1961278 | $166.2M | 209 | last filed Q3 2024 |
| LFA - Lugano Financial Advisors SA | 1737871 | $166.2M | 274 | last filed Q2 2026 |
| Mainstream Capital Management LLC | 2043084 | $166.1M | 90 | last filed Q2 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | 2110106 | $166.0M | 53 | last filed Q2 2026 |
| Kurv Investment Management LLC | 2027462 | $166.0M | 41 | last filed Q2 2026 |
| Capstone Wealth Management Group, Inc. | 2140601 | $165.9M | 123 | last filed Q2 2026 |
| Shum Financial Group, Inc. | 2044675 | $165.9M | 106 | last filed Q2 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | 1903321 | $165.9M | 88 | last filed Q2 2026 |
| Zeit Capital LLC | 1808163 | $165.9M | 52 | last filed Q2 2026 |
| Refined Wealth Management | 1724729 | $165.7M | 49 | last filed Q2 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | 946310 | $165.7M | 99 | last filed Q2 2026 |
| S. R. Schill & Associates | 1616004 | $165.7M | 25 | last filed Q2 2026 |
| Good Steward Wealth Advisors,LLC | 2060772 | $165.6M | 71 | last filed Q2 2026 |
| VERITY Wealth Advisors | 1763138 | $165.6M | 81 | last filed Q2 2026 |
| TopTier Wealth Management, LLC | 2109367 | $165.5M | 133 | last filed Q2 2026 |
| KOM Wealth Management Group, LLC | 1804116 | $165.5M | 96 | last filed Q2 2026 |
| OceanIQ Capital, LLC | 2149849 | $165.5M | 99 | last filed Q2 2026 |
| Lancaster Investment Management | 1630064 | $165.4M | 10 | last filed Q2 2026 |
| Newport Wealth Strategies, Inc. | 1730882 | $165.4M | 111 | last filed Q3 2021 |
| GRATIA CAPITAL, LLC | 1599793 | $165.4M | 29 | last filed Q2 2026 |
| Copley Financial Group, Inc. | 2045258 | $165.4M | 118 | last filed Q2 2026 |
| Anchorage Capital Advisors, L.P. | 2007642 | $165.3M | 4 | last filed Q2 2026 |
| Nautilus Advisors LLC | 2083253 | $165.3M | 172 | Q3 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 753967 | $165.3M | 63 | Q3 2026 |
| Lansing Management LP | 1691908 | $165.2M | 13 | last filed Q2 2026 |
| Nokota Management, LP | 1535176 | $165.1M | 63 | last filed Q4 2021 |
| Multicoin Capital Management, LLC | 2017172 | $165.1M | 2 | last filed Q2 2026 |
| Framtiden Holdings Management Co LLC | 2112734 | $165.0M | 6 | last filed Q2 2026 |
| Foresight Global Investors, Inc. | 1973323 | $165.0M | 32 | last filed Q2 2026 |
| HAHN CAPITAL MANAGEMENT LLC | 1171592 | $164.9M | 31 | last filed Q2 2026 |
| TOWER TRUST & INVESTMENT Co | 2067591 | $164.8M | 247 | last filed Q2 2026 |
| Midwest Wealth Management Inc. | 1844894 | $164.8M | 102 | last filed Q1 2022 |
| Laraway Financial Advisors Inc | 1908275 | $164.7M | 140 | last filed Q2 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | 1666624 | $164.7M | 92 | last filed Q2 2026 |
| Ares Systematic Credit Ltd | 2135379 | $164.7M | 242 | last filed Q2 2026 |
| HC Advisors, LLC | 1803295 | $164.7M | 62 | last filed Q2 2026 |
| Gaddis Premier Wealth Advisors LLC | 2087873 | $164.6M | 98 | last filed Q2 2026 |
| Better Money Decisions, LLC | 1858428 | $164.6M | 74 | last filed Q2 2025 |
| Pandora Wealth, Inc. | 2045414 | $164.6M | 224 | last filed Q4 2025 |
| Atala Financial Inc | 2053756 | $164.5M | 121 | last filed Q2 2026 |
| FORERUNNER VENTURES MANAGEMENT, LLC | 1909850 | $164.5M | 1 | last filed Q2 2026 |
| McGinn Penninger Investment Management, Inc. | 1845031 | $164.5M | 38 | last filed Q2 2026 |
| Cannon Advisors, Inc. | 1805370 | $164.4M | 93 | last filed Q2 2026 |
| JDH Wealth Management, LLC | 2022512 | $164.3M | 61 | last filed Q2 2026 |
| Teton Advisors, Inc. | 1444874 | $164.3M | 184 | last filed Q2 2025 |
| HEMMING& WEALTH MANAGEMENT, INC. | 1782624 | $164.3M | 16 | last filed Q2 2026 |
| Velan Capital Investment Management LP | 1848809 | $164.2M | 50 | last filed Q2 2026 |
| Paradigm, Strategies in Wealth Management, LLC | 1859579 | $164.1M | 61 | last filed Q2 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 1419099 | $164.1M | 74 | last filed Q2 2026 |
| Regis Acquisition Inc. | 1984125 | $164.0M | 40 | last filed Q2 2024 |
| Simcoe Capital LLC | 2109203 | $164.0M | 36 | last filed Q2 2026 |
| Ferox Capital Management LP | 1343232 | $163.9M | 37 | last filed Q1 2020 |
| Sippican Capital Advisors | 1557406 | $163.9M | 111 | last filed Q2 2026 |
| Breakout Capital Partners, LP | 1935243 | $163.9M | 8 | last filed Q2 2026 |
| Campion Asset Management | 1843492 | $163.9M | 83 | last filed Q2 2026 |
| Kolinsky Wealth Management, LLC | 1904326 | $163.8M | 174 | last filed Q4 2024 |
| Piedmont Capital Management, LLC/NC | 2108281 | $163.8M | 123 | last filed Q2 2026 |
| S&A Financial Services, Inc. | 2140428 | $163.8M | 88 | last filed Q2 2026 |
| Meadow Creek Wealth Advisors LLC | 1801107 | $163.8M | 139 | last filed Q2 2026 |
| Broadview Financial Management, LLC | 1697024 | $163.8M | 43 | last filed Q2 2026 |
| Apex Wealth Management, LLC | 2056695 | $163.7M | 63 | last filed Q2 2026 |
| Lumina Fund Management LLC | 1511847 | $163.7M | 3 | last filed Q4 2023 |
| Holistic Financial Partners | 1729304 | $163.6M | 120 | last filed Q2 2026 |
| BURR FINANCIAL SERVICES, LLC | 1966297 | $163.5M | 26 | Q3 2026 |
| Aurora Investment Managers, LLC. | 1798485 | $163.5M | 52 | last filed Q2 2026 |
| Climber Capital SA | 2011229 | $163.5M | 64 | last filed Q2 2026 |
| Petros Family Wealth, LLC | 2004963 | $163.5M | 133 | last filed Q2 2026 |
| North Fourth Asset Management, LP | 1715329 | $163.5M | 34 | last filed Q3 2023 |
| Totem Point Management, LLC | 1759364 | $163.5M | 18 | last filed Q2 2026 |
| WATERFALL ASSET MANAGEMENT, LLC | 1570717 | $163.4M | 18 | last filed Q2 2026 |
| LifePro Asset Management | 1838533 | $163.4M | 149 | last filed Q3 2024 |
| Terra Nova Asset Management LLC | 1658652 | $163.4M | 93 | last filed Q2 2026 |
| REXFORD CAPITAL INC | 2081847 | $163.3M | 300 | last filed Q2 2026 |
| Yorktown Management & Research Co Inc | 1313559 | $163.3M | 249 | last filed Q2 2026 |
| HBC Financial Services, PLLC | 1802872 | $163.2M | 181 | last filed Q4 2024 |
| Kopp Family Office, LLC | 1683689 | $163.2M | 29 | last filed Q2 2026 |
| Atlantic Private Wealth, LLC | 1893143 | $163.2M | 301 | last filed Q2 2026 |
| Nabity-Jensen Investment Management Inc | 2044851 | $163.1M | 70 | last filed Q2 2026 |
| Gem Investment Advisors, LLC | 1580018 | $163.1M | 35 | last filed Q2 2026 |
| Mercuria Capital Strategies, LLC | 2048079 | $163.1M | 23 | last filed Q2 2026 |
| Generation Capital Management LLC | 2054384 | $163.0M | 83 | last filed Q2 2026 |
| VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 1127889 | $162.9M | 67 | last filed Q1 2020 |
| SMITH CAPITAL MANAGEMENT INC /AR/ADV | 747559 | $162.8M | 85 | last filed Q3 2020 |