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 39 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| DWR WEALTH MANAGEMENT, LLC | 2123012 | $133.6M | 56 | last filed Q2 2026 |
| Cannae Holdings, Inc. | 1704720 | $133.6M | 2 | last filed Q2 2026 |
| Tatro Capital, LLC | 1802488 | $133.6M | 84 | last filed Q1 2022 |
| Fidelis Wealth Advisors LLC | 2010051 | $133.6M | 26 | last filed Q2 2026 |
| NIGHTVIEW CAPITAL, LLC | 1680843 | $133.5M | 14 | last filed Q2 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2016209 | $133.5M | 52 | last filed Q1 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 1914515 | $133.5M | 65 | last filed Q2 2026 |
| Carter Financial, LLC | 2115533 | $133.4M | 33 | last filed Q2 2026 |
| Capstone Wealth Management, Inc. | 2112205 | $133.2M | 48 | last filed Q2 2026 |
| Phase 2 Partners, LLC | 1841126 | $133.2M | 26 | last filed Q4 2024 |
| PERSONAL FINANCIAL CONSULTANTS INC /ADV | 77657 | $133.2M | 19 | last filed Q2 2019 |
| Harbor Asset Planning, Inc. | 2077050 | $133.2M | 416 | last filed Q2 2026 |
| Clearshares LLC | 1733456 | $133.1M | 38 | last filed Q4 2021 |
| Aldebaran Capital, LLC | 1448430 | $133.1M | 39 | last filed Q2 2026 |
| Winter & Associates, Inc. | 2109063 | $133.1M | 85 | last filed Q2 2026 |
| Alpha Advisors, LLC/VA | 2095967 | $133.1M | 51 | last filed Q2 2026 |
| PERKINS CAPITAL MANAGEMENT INC | 884300 | $133.0M | 79 | last filed Q2 2026 |
| Private Capital Group, LLC | 1732854 | $132.9M | 1,880 | last filed Q2 2022 |
| BAIN CAPITAL VENTURE INVESTORS, LLC | 1309469 | $132.8M | 3 | last filed Q2 2026 |
| Sherman Wealth Management LLC | 2096110 | $132.8M | 84 | last filed Q2 2026 |
| R.H. Investment Group, LLC | 2048733 | $132.8M | 47 | last filed Q2 2026 |
| TRUE SIGNAL LP | 1792422 | $132.7M | 74 | last filed Q4 2022 |
| Severin Investments, LLC | 1763454 | $132.7M | 174 | last filed Q2 2026 |
| CENTRICA WEALTH MANAGEMENT, LLC | 2149835 | $132.7M | 7 | last filed Q2 2026 |
| H&F Corporate Investors VIII, Ltd. | 1767563 | $132.6M | 1 | last filed Q2 2026 |
| Daventry Group, LP | 1823718 | $132.5M | 11 | last filed Q2 2026 |
| LWM ADVISORS INC | 2067328 | $132.5M | 38 | Q3 2026 |
| Veradace Capital Management LLC | 1772351 | $132.4M | 26 | last filed Q2 2026 |
| Dynamic Financial Group | 2061178 | $132.4M | 76 | last filed Q2 2026 |
| New Dimensions Wealth Management, LLC | 2068447 | $132.4M | 21 | last filed Q2 2026 |
| North Capital, Inc. | 2065938 | $132.4M | 102 | last filed Q2 2026 |
| Kampmann Melissa S. | 1999898 | $132.3M | 44 | last filed Q2 2026 |
| Cedarwood Wealth LLC | 2114448 | $132.3M | 96 | last filed Q2 2026 |
| Hudson Portfolio Management LLC | 1847700 | $132.3M | 117 | last filed Q2 2026 |
| LUTS & GREENLEIGH GROUP, INC. | 1967844 | $132.2M | 105 | last filed Q2 2026 |
| VERNIER CAPITAL PARTNERS, LP | 1599171 | $132.0M | 21 | last filed Q2 2019 |
| Financial Planning Fort Collins, LLC | 2111920 | $132.0M | 32 | last filed Q2 2026 |
| Todd Wealth Management, LLC | 2157683 | $131.9M | 112 | last filed Q2 2026 |
| Goldstream Capital Management Ltd | 1872787 | $131.9M | 44 | last filed Q2 2026 |
| First Growth Capital LLC | 2112081 | $131.9M | 137 | last filed Q2 2026 |
| McCartney Wealth Management LLC | 2110693 | $131.9M | 65 | last filed Q2 2026 |
| Innovative Advisory Group, LLC | 2156202 | $131.9M | 31 | last filed Q2 2026 |
| Quantedge Capital Pte Ltd | 1561418 | $131.9M | 49 | last filed Q2 2026 |
| Finward Bancorp | 919864 | $131.9M | 107 | last filed Q2 2026 |
| Tortuga Wealth Management, Inc | 2118051 | $131.8M | 135 | last filed Q2 2026 |
| Kane Co Wealth Management, Inc. | 2109915 | $131.8M | 53 | last filed Q2 2026 |
| Kelsey Financial, LLC | 2022609 | $131.8M | 65 | last filed Q2 2026 |
| Sivik Global Healthcare LLC | 1596452 | $131.7M | 34 | last filed Q2 2026 |
| Nest Investments, LLC | 1948755 | $131.6M | 34 | last filed Q2 2026 |
| Nan Fung Group Holdings Ltd | 1782539 | $131.5M | 25 | last filed Q2 2026 |
| Waycross Investment Management Co | 1922448 | $131.3M | 59 | last filed Q2 2026 |
| US Asset Management LLC | 1882673 | $131.3M | 112 | last filed Q2 2026 |
| Emissary Wealth LLC | 2107252 | $131.3M | 63 | last filed Q2 2026 |
| Freed Investment Group | 1844877 | $131.2M | 16 | last filed Q3 2021 |
| Taika Capital, LP | 1886506 | $131.2M | 80 | last filed Q4 2024 |
| MORGENS WATERFALL VINTIADIS & CO INC | 1016150 | $131.2M | 18 | last filed Q2 2026 |
| John S. & James L. Knight Foundation, Inc. | 2105032 | $131.1M | 3 | last filed Q4 2025 |
| Eagle Wealth Advisors LLC | 2107271 | $131.1M | 100 | last filed Q2 2026 |
| Asempa Wealth Advisors | 2099967 | $131.0M | 110 | Q3 2026 |
| Investors Portfolio Services LLC | 2073833 | $131.0M | 673 | last filed Q2 2026 |
| James Reed Financial Services, Inc. | 1911052 | $131.0M | 19 | last filed Q2 2026 |
| Ramiah Investment Group | 1566307 | $131.0M | 79 | last filed Q2 2026 |
| LEGACY SOLUTIONS, LLC | 2053314 | $130.9M | 91 | Q3 2026 |
| DURATIONAL CAPITAL MANAGEMENT LP | 1765888 | $130.9M | 1 | last filed Q3 2020 |
| Anabranch Capital Management, LP | 1822480 | $130.9M | 5 | last filed Q2 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | 1079397 | $130.9M | 375 | last filed Q2 2026 |
| FULCRUM WEALTH ADVISORS, LLC | 2108790 | $130.9M | 81 | last filed Q2 2026 |
| Provident Co of the Employees of the Hebrew University LTD | 2016961 | $130.8M | 35 | last filed Q2 2026 |
| City Center Advisors, LLC | 2030341 | $130.8M | 185 | Q3 2026 |
| Brainard Capital Management LLC | 1963704 | $130.7M | 100 | last filed Q1 2023 |
| Godfrey Financial Associates, Inc. | 2097943 | $130.7M | 1,090 | last filed Q2 2026 |
| NewCorp Financial Services, Inc. | 2110453 | $130.6M | 54 | last filed Q2 2026 |
| Ativo Capital Management LLC | 1423065 | $130.6M | 56 | last filed Q2 2026 |
| Kennon-Green & Company, LLC | 1963352 | $130.5M | 42 | Q3 2026 |
| Coordinated Financial Services, Inc./CO | 2022906 | $130.5M | 137 | last filed Q1 2025 |
| Stewart Asset Management, LLC | 1803340 | $130.5M | 28 | last filed Q4 2022 |
| WULFF, HANSEN & CO. | 108634 | $130.5M | 109 | last filed Q2 2026 |
| Haven Global Partners, LLC | 2051846 | $130.5M | 8 | last filed Q2 2026 |
| Seal Cove Capital, LLC | 2135303 | $130.5M | 10 | last filed Q2 2026 |
| Roxbury Financial LLC | 2054149 | $130.4M | 416 | Q3 2026 |
| BAYBAN | 2110649 | $130.3M | 595 | last filed Q2 2026 |
| 4WEALTH ADVISORS, INC. | 2056676 | $130.3M | 151 | last filed Q2 2026 |
| BankChampaign, National Association | 2135773 | $130.2M | 200 | last filed Q2 2026 |
| R.H. Dinel Investment Counsel, Inc. | 1598352 | $130.2M | 40 | last filed Q2 2026 |
| Lynch Investment Planning, LLC | 2110354 | $130.2M | 56 | last filed Q2 2026 |
| APS Management Group, Inc. | 1914985 | $130.1M | 77 | last filed Q2 2026 |
| Jolley Asset Management, LLC | 1569117 | $130.1M | 77 | last filed Q1 2020 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | 1277890 | $130.0M | 135 | last filed Q2 2026 |
| Swaine & Leidel Wealth Services, LLC | 1741677 | $130.0M | 60 | last filed Q1 2022 |
| Freestate Advisors LLC | 1660328 | $130.0M | 43 | Q3 2026 |
| Troutman Wealth Management, LLC | 2110807 | $130.0M | 38 | last filed Q2 2026 |
| DIKER MANAGEMENT LLC | 1276525 | $129.9M | 46 | last filed Q2 2026 |
| Forest Hill Capital, LLC | 1316550 | $129.9M | 21 | last filed Q2 2026 |
| CPR Investments Inc. | 1775053 | $129.9M | 55 | last filed Q2 2026 |
| Avail Investment Partners, LLC | 2134779 | $129.8M | 199 | last filed Q2 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | 1760401 | $129.8M | 80 | last filed Q2 2026 |
| Advocate Investing Services LLC | 2110509 | $129.8M | 460 | last filed Q2 2026 |
| Tandem Investment Partners LLC | 2056333 | $129.7M | 76 | last filed Q2 2026 |
| Peachtree Investment Advisors, Inc. | 1598381 | $129.7M | 73 | last filed Q4 2018 |
| Hudson Oak Wealth Advisory LLC | 2088700 | $129.7M | 52 | last filed Q2 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | 1927623 | $129.6M | 24 | last filed Q2 2026 |
| GLOBAL STRATEGIC MANAGEMENT INC | 1413303 | $129.6M | 26 | last filed Q2 2026 |
| Wolfstich Capital, LLC | 2047009 | $129.5M | 19 | last filed Q2 2026 |
| Capital Today Evergreen Fund, L.P. | 1625502 | $129.5M | 3 | last filed Q2 2026 |
| Whitebark Investors LP | 2042091 | $129.5M | 10 | last filed Q2 2026 |
| Capstone Financial Group, Inc. | 1808129 | $129.4M | 156 | last filed Q3 2020 |
| CASTINE CAPITAL MANAGEMENT, LLC | 1377929 | $129.4M | 19 | last filed Q2 2020 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1907528 | $129.4M | 62 | last filed Q2 2026 |
| Schaeffer Financial LLC | 1898838 | $129.3M | 27 | last filed Q2 2026 |
| Davis Wealth Advisors, LLC | 2104502 | $129.3M | 73 | last filed Q2 2026 |
| Up Capital Management, Inc. | 2117787 | $129.2M | 20 | last filed Q2 2026 |
| Santa Clara Valley Transportation Authority | 2043469 | $129.1M | 4 | last filed Q2 2026 |
| Sierra Legacy Group | 2056766 | $129.1M | 79 | last filed Q2 2026 |
| S Harris Financial Group, LLC | 2112907 | $129.0M | 124 | last filed Q2 2026 |
| CenturyLink Investment Management Co | 1054522 | $129.0M | 3 | last filed Q2 2026 |
| Sherman Asset Management, Inc. | 1736535 | $128.9M | 136 | last filed Q2 2026 |
| CrossGen Wealth, LLC | 2112179 | $128.7M | 214 | last filed Q2 2026 |
| Quest 10 Wealth Builders, Inc. | 2035215 | $128.7M | 776 | last filed Q2 2026 |
| Shone Asset Management LLC | 1727270 | $128.7M | 41 | last filed Q4 2020 |
| Linden Rose Investment LLC | 1833819 | $128.7M | 8 | last filed Q2 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 1036215 | $128.7M | 41 | last filed Q2 2026 |
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 1841016 | $128.6M | 24 | last filed Q3 2023 |
| ARGUS INVESTORS' COUNSEL, INC. | 7195 | $128.6M | 106 | Q3 2026 |
| JMN Financial LLC | 2113267 | $128.6M | 229 | last filed Q2 2026 |
| William Howard & Co Financial Advisors Inc | 2023493 | $128.6M | 54 | last filed Q2 2026 |
| Ridge Creek Global, Inc | 2111429 | $128.5M | 94 | last filed Q2 2026 |
| Frisco Financial Planning LLC | 2133972 | $128.5M | 34 | Q3 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1907820 | $128.5M | 60 | last filed Q2 2026 |
| TenCore Partners, LP | 1755784 | $128.4M | 15 | last filed Q2 2026 |
| Shamrock Asset Management LLC | 1555909 | $128.4M | 236 | last filed Q3 2019 |
| Safe Harbor Fiduciary, LLC | 2036114 | $128.4M | 61 | last filed Q2 2026 |
| TT Capital Management LLC | 2056338 | $128.4M | 77 | last filed Q2 2026 |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1697815 | $128.3M | 908 | last filed Q3 2019 |
| MILFAM LLC | 1728825 | $128.2M | 12 | last filed Q2 2026 |
| Journey Beyond Wealth, LLC | 2052989 | $128.1M | 30 | last filed Q2 2026 |
| CDKV HOLDINGS LLC | 2109928 | $128.0M | 276 | last filed Q2 2026 |
| Brooklands Fund Management Ltd | 2036388 | $128.0M | 43 | last filed Q2 2026 |
| Makaira Partners LLC | 1540866 | $127.9M | 11 | last filed Q4 2025 |
| Lee Financial Group Hawaii, Inc. | 837980 | $127.8M | 28 | last filed Q1 2024 |
| Lord & Richards Wealth Management, LLC | 2045252 | $127.8M | 49 | last filed Q2 2026 |
| Windham Capital Management, LLC | 1512415 | $127.7M | 44 | last filed Q2 2024 |
| Fortune Financial Group, Inc. | 2106311 | $127.7M | 119 | last filed Q2 2026 |
| ASSET MANAGEMENT CORP /IL/ /ADV | 1107075 | $127.7M | 136 | last filed Q1 2023 |
| C2C Wealth Management, LLC | 1868903 | $127.6M | 95 | last filed Q2 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | 883634 | $127.6M | 81 | last filed Q2 2026 |
| Parametrica Management Ltd | 1535110 | $127.6M | 20 | last filed Q2 2026 |
| New York University | 2069154 | $127.5M | 1 | last filed Q2 2026 |
| Financial Concepts Unlimited, Inc. | 2112099 | $127.5M | 44 | last filed Q2 2026 |
| Twin Lions Management LLC | 2055318 | $127.5M | 9 | last filed Q2 2026 |
| Risk Paradigm Group, LLC | 1569886 | $127.5M | 57 | last filed Q2 2026 |
| Osbon Capital Management LLC | 1784418 | $127.5M | 427 | last filed Q2 2026 |
| Parvin Asset Management, LLC | 2056764 | $127.5M | 320 | last filed Q2 2026 |
| FARLEY CAPITAL L.P. | 1479465 | $127.4M | 15 | last filed Q2 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 1088388 | $127.4M | 135 | last filed Q2 2026 |
| KIDS CAPITAL MANAGEMENT, L.P. | 1909180 | $127.4M | 12 | last filed Q2 2026 |
| M Wealth Management, LLC | 2026150 | $127.3M | 57 | last filed Q2 2026 |
| Alta Partners Management Company, L.P. | 2054419 | $127.3M | 2 | last filed Q2 2026 |
| Fairman Group, LLC | 2016719 | $127.3M | 332 | last filed Q2 2026 |
| Pantheon Investment Group, LLC | 1802531 | $127.3M | 75 | last filed Q4 2021 |
| Dauntless Investment Group, LLC | 2044285 | $127.3M | 73 | last filed Q2 2026 |
| Roger Wittlin Investment Advisory, LLC | 1911328 | $127.3M | 43 | last filed Q2 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2106763 | $127.3M | 65 | last filed Q2 2026 |
| Canaan Partners XI LLC | 1850694 | $127.3M | 3 | last filed Q2 2026 |
| GLP Holdings LLLP | 2103074 | $127.2M | 4 | Q3 2026 |
| Marketfield Asset Management LLC | 1561089 | $127.2M | 35 | last filed Q1 2024 |
| Smith Asset Management Co., LLC | 2068217 | $127.1M | 70 | last filed Q2 2026 |
| Custom Portfolio Group LLC | 2034330 | $127.0M | 236 | last filed Q2 2024 |
| Topor & Co. Korea | 2113285 | $126.9M | 19 | last filed Q2 2026 |
| Blue Chip Wealth Management, Inc. | 1740809 | $126.8M | 114 | last filed Q3 2020 |
| North Horizon Holdings Inc. | 1891936 | $126.8M | 1 | last filed Q2 2026 |
| Capital CS Group, LLC | 1830008 | $126.7M | 61 | last filed Q2 2026 |
| LEGG MASON, INC. | 704051 | $126.6M | 7 | last filed Q2 2020 |
| Leo H. Evart, Inc. | 1920405 | $126.6M | 295 | last filed Q2 2026 |
| PRAGMA GESTAO DE PATRIMONIO LTD | 1555512 | $126.6M | 16 | last filed Q2 2026 |
| Virtus Family Office LLC | 1913482 | $126.5M | 62 | last filed Q2 2026 |
| DALTON GREINER HARTMAN MAHER & CO | 866842 | $126.5M | 149 | last filed Q1 2021 |
| Lubar & Co., Inc | 1473033 | $126.4M | 3 | last filed Q2 2026 |
| American Planning Services, Inc. | 1906656 | $126.4M | 53 | last filed Q3 2024 |
| York GP, Ltd. | 1289994 | $126.3M | 3 | last filed Q2 2026 |
| SALEM CAPITAL MANAGEMENT INC | 1049648 | $126.3M | 55 | last filed Q3 2022 |
| DRH Investments, Inc. | 1630709 | $126.3M | 20 | last filed Q2 2026 |
| University of Wisconsin Foundation | 1697228 | $126.3M | 9 | last filed Q2 2026 |
| Kiwi Wealth Investments Limited Partnership | 1555829 | $126.2M | 4 | last filed Q4 2023 |
| MeadowBrook Investment Advisors LLC | 1308290 | $126.2M | 196 | last filed Q2 2026 |
| Brandywine Asset Management, Inc. | 2106766 | $126.0M | 14 | last filed Q1 2026 |
| Tenere Capital LLC | 1849517 | $125.9M | 23 | last filed Q2 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | 1218583 | $125.9M | 62 | last filed Q2 2026 |
| Midway Capital Research & Management | 2115416 | $125.8M | 114 | last filed Q2 2026 |
| Clio Asset Management LLC | 1986196 | $125.8M | 15 | last filed Q2 2026 |
| Smith Partners Wealth Management, LLC | 2111036 | $125.8M | 73 | last filed Q2 2026 |
| Nauset Wealth Management. LLC | 1909759 | $125.8M | 219 | last filed Q1 2022 |
| CROWLEY WEALTH MANAGEMENT, INC. | 2055836 | $125.7M | 404 | last filed Q3 2025 |
| Heights Point Management, LP | 2050231 | $125.7M | 21 | last filed Q2 2026 |
| Precept Management LLC | 1135631 | $125.7M | 24 | last filed Q3 2023 |
| Milestones Private Investment Advisors LLC | 1726041 | $125.6M | 77 | last filed Q2 2026 |
| Katamaran Capital LLP | 2025353 | $125.5M | 36 | last filed Q2 2026 |
| Signet Private Wealth LLC | 2096298 | $125.4M | 127 | last filed Q2 2026 |
| Graetz Wealth LLC | 2053877 | $125.4M | 84 | last filed Q2 2026 |
| J. Mark Nickell & Co. | 1811161 | $125.4M | 30 | last filed Q2 2026 |
| Mercator Fund (Cayman Master) LP | 1799043 | $125.3M | 15 | last filed Q4 2019 |
| Bretton Capital Management, LLC | 2043671 | $125.3M | 20 | last filed Q2 2026 |
| Ascent Capital Management, LLC | 1702492 | $125.3M | 63 | last filed Q3 2025 |
| Summerhill Capital Management lnc. | 2017598 | $125.3M | 18 | last filed Q2 2026 |
| Sigma Investment Management Co | 1532618 | $125.2M | 20 | last filed Q4 2018 |
| Alamea Verwaltungs GmbH | 1727645 | $125.2M | 73 | last filed Q2 2026 |
| EMG Holdings, L.P. | 1478394 | $125.2M | 21 | last filed Q2 2026 |
| E6 Portfolios, LLC | 2110817 | $125.2M | 97 | last filed Q2 2026 |
| Centricity Wealth Management, LLC | 2054645 | $125.1M | 429 | last filed Q2 2025 |
| O'Domhnaill Enterprises, Inc. | 2020582 | $125.1M | 61 | last filed Q2 2026 |
| Index Technologies Group LLC | 2095322 | $125.1M | 275 | last filed Q2 2026 |
| SHUTTLEWORTH & Co | 2096913 | $125.1M | 51 | last filed Q2 2026 |
| Barnes Dennig Private Wealth Management LLC | 2058270 | $125.0M | 365 | last filed Q2 2026 |
| Dougherty & Associates, LLC | 2109295 | $125.0M | 52 | last filed Q2 2026 |
| Yunqi Capital Ltd | 1912273 | $124.9M | 4 | last filed Q2 2026 |
| Broussard Financial Group LLC | 1548136 | $124.9M | 35 | last filed Q2 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 2056591 | $124.9M | 93 | last filed Q2 2026 |
| V Wealth Advisors LLC | 1661149 | $124.8M | 107 | last filed Q3 2023 |
| DAG VENTURES, LLC | 1624576 | $124.8M | 3 | last filed Q2 2026 |
| Kassira Wealth Management LLC | 2095972 | $124.7M | 63 | last filed Q2 2026 |
| Cauble & Harre Wealth Management, Inc. | 2064807 | $124.7M | 72 | last filed Q2 2026 |
| Kennebec Savings Bank | 2043536 | $124.6M | 284 | last filed Q2 2026 |
| Keene & Associates, Inc. | 1907874 | $124.5M | 76 | last filed Q4 2024 |
| Essential Investment Partners LLC | 2145170 | $124.5M | 312 | last filed Q2 2026 |
| 14B Captial Management LP | 2009911 | $124.4M | 18 | last filed Q4 2025 |
| Platt Wealth Management LLC | 2109497 | $124.4M | 57 | last filed Q2 2026 |
| Qalhat Capital Ltd | 1884252 | $124.3M | 1 | last filed Q3 2025 |
| Bristlecone Value Partners, LLC | 1313998 | $124.3M | 70 | last filed Q2 2026 |
| First National Bank of South Miami | 1739878 | $124.3M | 248 | last filed Q2 2023 |
| Miller Financial Services LLC | 2022893 | $124.3M | 142 | last filed Q2 2026 |
| EDMP, INC. | 1016021 | $124.3M | 70 | last filed Q2 2026 |
| Sherwood Financial Partners, LLC | 2056427 | $124.2M | 8 | last filed Q2 2026 |
| Palatine Hill Wealth Management, LLC | 2107248 | $124.2M | 55 | last filed Q2 2026 |
| Concorde Financial Corp | 1911822 | $124.1M | 26 | last filed Q2 2026 |
| Prospect Financial Group LLC | 2021762 | $124.1M | 70 | last filed Q2 2026 |
| Connecticut Capital Management Group, LLC | 2097898 | $124.1M | 129 | last filed Q2 2026 |
| Opus Financial Solutions LLC | 1934041 | $124.0M | 111 | last filed Q2 2026 |
| Burnham & Co LLC | 2136877 | $124.0M | 197 | last filed Q2 2026 |
| CONQUIS FINANCIAL LLC | 2052436 | $124.0M | 54 | last filed Q2 2026 |
| Robocap Asset Management Ltd | 2030580 | $124.0M | 22 | last filed Q2 2026 |
| Miller Global Investments, LLC | 2099097 | $124.0M | 327 | Q3 2026 |
| Corps Capital Advisors, LLC | 2054234 | $124.0M | 99 | last filed Q2 2026 |
| Clarion Wealth Managment Partners, LLC | 2081211 | $123.9M | 87 | last filed Q2 2026 |
| Cria, Inc. | 2065494 | $123.8M | 2 | last filed Q2 2026 |
| Wagner Wealth Management, Corp | 2109867 | $123.8M | 101 | last filed Q2 2026 |
| FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. | 2145869 | $123.8M | 5 | last filed Q2 2026 |
| Infinity Wealth Counsel, LLC | 2066524 | $123.8M | 65 | last filed Q2 2026 |
| AG Asset Advisory, LLC | 1625008 | $123.6M | 28 | last filed Q2 2026 |
| MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 1106590 | $123.6M | 67 | last filed Q3 2019 |
| Southern Style Financial, Inc. | 1910392 | $123.5M | 28 | last filed Q4 2024 |
| NTB Financial Corp | 1910010 | $123.5M | 143 | last filed Q2 2022 |