All Institutional Funds
360 SEC Form 13F filers, sorted by portfolio value
| # | Fund Name | Portfolio Value | Holdings | Latest Filing |
|---|---|---|---|---|
| 1 | Neuberger Berman Group LLC | $123795.0T | 2,046 | 2025-06-30 |
| 2 | JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) | $109559.3T | 7,377 | 2025-09-30 |
| 3 | RHUMBLINE ADVISERS | $106905.3T | 4,181 | 2025-03-31 |
| 4 | Clearbridge Investments, LLC | $92647.6T | 732 | 2024-06-30 |
| 5 | Universal- Beteiligungs- und Servicegesellschaft mbH | $50588.7T | 1,006 | 2024-12-31 |
| 6 | Squarepoint Ops LLC | $48084.7T | 2,814 | 2025-06-30 |
| 7 | Cetera Investment Advisers | $42396.1T | 3,658 | 2024-03-31 |
| 8 | Pacer Advisors, Inc. | $39146.8T | 3,827 | 2025-12-31 |
| 9 | FRANKLIN RESOURCES INC (BEN) | $27177.2T | 2,907 | 2024-09-30 |
| 10 | Boston Partners | $24705.7T | 766 | 2024-03-31 |
| 11 | STRS OHIO | $23873.6T | 1,922 | 2025-03-31 |
| 12 | FARALLON CAPITAL MANAGEMENT LLC | $22052.0T | 167 | 2024-03-31 |
| 13 | CIBC Bancorp USA Inc. | $18292.5T | 1,464 | 2025-09-30 |
| 14 | Sanctuary Advisors, LLC | $15764.2T | 2,363 | 2024-09-30 |
| 15 | AKRE CAPITAL MANAGEMENT LLC | $12089.2T | 21 | 2024-03-31 |
| 16 | Orion Porfolio Solutions, LLC | $11714.5T | 1,967 | 2025-06-30 |
| 17 | Jefferies Financial Group Inc. (JEF) | $9122.0T | 1,248 | 2024-12-31 |
| 18 | JONES FINANCIAL COMPANIES LLLP | $7817.3T | 3,697 | 2025-03-31 |
| 19 | Polar Asset Management Partners Inc. | $7371.5T | 648 | 2024-12-31 |
| 20 | CIBC Private Wealth Group LLC | $7283.2T | 3,086 | 2025-09-30 |
| 21 | SYNOVUS FINANCIAL CORP (SNV, SNV-PD, SNV-PE) | $7177.3T | 915 | 2024-09-30 |
| 22 | Liontrust Investment Partners LLP | $7064.5T | 216 | 2025-09-30 |
| 23 | Tidal Investments LLC | $6990.1T | 1,789 | 2024-09-30 |
| 24 | GROUPAMA ASSET MANAGMENT | $6825.5T | 432 | 2025-12-31 |
| 25 | GREAT VALLEY ADVISOR GROUP, INC. | $4466.4T | 840 | 2024-12-31 |
| 26 | Banque Transatlantique SA | $4100.3T | 259 | 2025-12-31 |
| 27 | RiverFront Investment Group, LLC | $3748.6T | 172 | 2024-06-30 |
| 28 | Maven Securities LTD | $3652.7T | 452 | 2025-09-30 |
| 29 | EULAV Asset Management | $3636.3T | 175 | 2024-03-31 |
| 30 | Kentucky Retirement Systems | $3418.0T | 502 | 2025-06-30 |
| 31 | Wilmington Savings Fund Society, FSB | $3408.8T | 2,070 | 2024-09-30 |
| 32 | BRISTOL JOHN W & CO INC /NY/ | $3198.6T | 61 | 2024-12-31 |
| 33 | Munro Partners | $3196.6T | 67 | 2025-06-30 |
| 34 | B. Riley Wealth Advisors, Inc. | $3050.8T | 1,136 | 2024-12-31 |
| 35 | Dana Investment Advisors, Inc. | $2961.1T | 522 | 2024-06-30 |
| 36 | Destination Wealth Management | $2715.6T | 220 | 2024-09-30 |
| 37 | World Investment Advisors, LLC | $2607.2T | 898 | 2024-09-30 |
| 38 | STOCK YARDS BANK & TRUST CO | $2491.2T | 373 | 2024-09-30 |
| 39 | Saratoga Research & Investment Management | $2283.4T | 41 | 2024-09-30 |
| 40 | Integrated Advisors Network LLC | $2085.0T | 687 | 2024-12-31 |
| 41 | Voss Capital, LP | $2028.1T | 55 | 2025-09-30 |
| 42 | AE INDUSTRIAL PARTNERS, LP | $1759.9T | 3 | 2025-06-30 |
| 43 | Arvest Bank Trust Division | $1724.5T | 172 | 2024-09-30 |
| 44 | MARINER INVESTMENT GROUP LLC | $1712.0T | 101 | 2025-12-31 |
| 45 | Pine Valley Investments Ltd Liability Co | $1531.1T | 484 | 2024-09-30 |
| 46 | Maple Capital Management, Inc. | $1523.0T | 114 | 2025-09-30 |
| 47 | Asset Dedication, LLC | $1488.5T | 1,142 | 2025-09-30 |
| 48 | COMMUNITY TRUST & INVESTMENT CO | $1401.4T | 113 | 2024-03-31 |
| 49 | Jacobi Capital Management LLC | $1355.8T | 562 | 2025-03-31 |
| 50 | Penn Capital Management Company, LLC | $1301.5T | 170 | 2025-09-30 |
| 51 | DLD Asset Management, LP | $1288.7T | 132 | 2025-03-31 |
| 52 | Kimelman & Baird, LLC | $1280.4T | 307 | 2025-09-30 |
| 53 | SHUFRO ROSE & CO LLC | $1277.2T | 293 | 2024-12-31 |
| 54 | GOLDENTREE ASSET MANAGEMENT LP | $1257.1T | 36 | 2024-03-31 |
| 55 | MidFirst Bank | $1255.3T | 789 | 2025-12-31 |
| 56 | SFMG, LLC | $1233.6T | 274 | 2024-09-30 |
| 57 | Anchor Investment Management, LLC | $1230.7T | 1,046 | 2025-12-31 |
| 58 | American Trust | $1211.9T | 256 | 2024-09-30 |
| 59 | DUPONT CAPITAL MANAGEMENT CORP | $1208.8T | 159 | 2024-03-31 |
| 60 | CONNORS INVESTOR SERVICES INC | $1173.6T | 153 | 2025-09-30 |
| 61 | J. Stern & Co. LLP | $1173.4T | 43 | 2025-12-31 |
| 62 | Provident Investment Management, Inc. | $1168.9T | 75 | 2025-06-30 |
| 63 | Tweedy, Browne Co LLC | $1151.4T | 97 | 2025-09-30 |
| 64 | TD Capital Management LLC | $1127.0T | 818 | 2025-12-31 |
| 65 | Logos Global Management LP | $1098.4T | 53 | 2024-06-30 |
| 66 | China Universal Asset Management Co., Ltd. | $1062.7T | 477 | 2025-06-30 |
| 67 | Asset Advisors Investment Management, LLC | $961448.2B | 106 | 2024-09-30 |
| 68 | MASTERINVEST Kapitalanlage GmbH | $951472.6B | 265 | 2025-06-30 |
| 69 | GFI Investment Counsel Ltd. | $937679.4B | 30 | 2025-12-31 |
| 70 | Soltis Investment Advisors LLC | $893407.7B | 296 | 2024-03-31 |
| 71 | Invst, LLC | $838831.5B | 241 | 2024-03-31 |
| 72 | Silicon Valley Capital Partners | $765334.8B | 247 | 2025-03-31 |
| 73 | Kestra Investment Management, LLC | $761294.4B | 98 | 2024-06-30 |
| 74 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $737065.4B | 240 | 2024-12-31 |
| 75 | OARSMAN CAPITAL, INC. | $712906.5B | 247 | 2025-09-30 |
| 76 | Foresight Group Ltd Liability Partnership | $709382.6B | 62 | 2025-03-31 |
| 77 | EnCap Energy Capital Fund XI, L.P. | $708731.0B | 2 | 2025-03-31 |
| 78 | Armis Advisers, LLC | $708270.9B | 352 | 2024-12-31 |
| 79 | TOTAL INVESTMENT MANAGEMENT INC | $692058.0B | 903 | 2025-06-30 |
| 80 | Amanah Holdings Trust | $682740.5B | 20 | 2025-12-31 |
| 81 | DOCK STREET ASSET MANAGEMENT INC | $668999.2B | 47 | 2024-03-31 |
| 82 | SILVERBACK ASSET MANAGEMENT LLC | $666481.3B | 69 | 2024-12-31 |
| 83 | Pinnacle Wealth Planning Services, Inc. | $665514.5B | 390 | 2024-12-31 |
| 84 | Souders Financial Advisors | $663184.0B | 164 | 2024-06-30 |
| 85 | Makaira Partners LLC | $641075.7B | 12 | 2024-12-31 |
| 86 | Intrua Financial, LLC | $640474.2B | 371 | 2025-03-31 |
| 87 | Blue Fin Capital, Inc. | $636081.2B | 147 | 2025-09-30 |
| 88 | Bell Investment Advisors, Inc | $632340.7B | 1,802 | 2025-12-31 |
| 89 | Koch, Inc. | $627223.0B | 5 | 2024-12-31 |
| 90 | Watts Gwilliam & Co., LLC | $598255.8B | 223 | 2025-09-30 |
| 91 | Tolleson Wealth Management, Inc. | $585115.9B | 84 | 2025-06-30 |
| 92 | DGS Capital Management, LLC | $582992.6B | 531 | 2025-12-31 |
| 93 | Spear Holdings RSC Ltd | $575440.9B | 12 | 2024-03-31 |
| 94 | Financial Advisory Corp | $573072.8B | 40 | 2024-12-31 |
| 95 | Opes Wealth Management LLC | $567991.1B | 143 | 2025-09-30 |
| 96 | Aristides Capital LLC | $563645.1B | 272 | 2025-12-31 |
| 97 | Tempo Wealth, LLC | $561345.5B | 214 | 2025-12-31 |
| 98 | Anson Funds Management LP | $543326.9B | 117 | 2025-03-31 |
| 99 | CREDIT INDUSTRIEL ET COMMERCIAL | $542374.8B | 224 | 2024-12-31 |
| 100 | West Virginia University Foundation, Inc | $527958.2B | 2 | 2025-12-31 |
| 101 | AZZAD ASSET MANAGEMENT INC /ADV | $518464.5B | 172 | 2024-12-31 |
| 102 | CAROLINAS WEALTH CONSULTING LLC | $508763.7B | 1,056 | 2024-12-31 |
| 103 | United Advisor Group, LLC | $505568.5B | 363 | 2024-12-31 |
| 104 | Oak Grove Capital LLC | $503709.3B | 74 | 2025-12-31 |
| 105 | Peninsula Wealth, LLC | $501307.7B | 93 | 2024-03-31 |
| 106 | Ovata Capital Management Ltd | $499824.3B | 41 | 2025-09-30 |
| 107 | Virtue Capital Management, LLC | $496688.9B | 254 | 2024-12-31 |
| 108 | Manhattan West Asset Management, LLC | $473417.4B | 140 | 2025-09-30 |
| 109 | Alpine Global Management, LLC | $463904.8B | 344 | 2025-12-31 |
| 110 | AlphaCore Capital LLC | $462693.2B | 258 | 2024-12-31 |
| 111 | Opaleye Management Inc. | $458857.1B | 52 | 2024-03-31 |
| 112 | Cherry Tree Wealth Management, LLC | $455530.1B | 590 | 2025-09-30 |
| 113 | Astoria Portfolio Advisors LLC. | $439677.7B | 288 | 2025-12-31 |
| 114 | Petix & Botte Co | $433394.8B | 136 | 2025-09-30 |
| 115 | Austin Wealth Management, LLC | $403923.2B | 115 | 2024-03-31 |
| 116 | REAP Financial Group, LLC | $403101.6B | 690 | 2024-12-31 |
| 117 | CYPRESS ASSET MANAGEMENT INC/TX | $402769.8B | 105 | 2024-12-31 |
| 118 | OGBORNE CAPITAL MANAGEMENT, LLC | $398179.1B | 13 | 2024-03-31 |
| 119 | EQUITEC PROPRIETARY MARKETS, LLC | $392725.1B | 53 | 2025-09-30 |
| 120 | Blankinship & Foster, LLC | $392489.8B | 54 | 2024-09-30 |
| 121 | EnCap Partners GP, LLC | $390685.6B | 1 | 2025-03-31 |
| 122 | Talaria Asset Management Pty Ltd | $387991.4B | 10 | 2024-12-31 |
| 123 | Strategic Advocates LLC | $384002.2B | 613 | 2025-09-30 |
| 124 | Ellsworth Advisors, LLC | $381141.1B | 168 | 2025-03-31 |
| 125 | KPP Advisory Services LLC | $376173.8B | 238 | 2024-06-30 |
| 126 | LANDAAS & CO /WI /ADV | $361176.0B | 89 | 2024-12-31 |
| 127 | GLOBE LIFE INC. (GL, GL-PD) | $358328.9B | 2 | 2024-12-31 |
| 128 | Fulcrum Asset Management LLP | $355745.9B | 177 | 2025-09-30 |
| 129 | SILVERLAKE WEALTH MANAGEMENT LLC | $344046.2B | 318 | 2025-06-30 |
| 130 | CIM INVESTMENT MANAGEMENT INC | $341905.2B | 253 | 2025-06-30 |
| 131 | ABLE Financial Group, LLC | $338584.9B | 192 | 2024-12-31 |
| 132 | ARQ WEALTH ADVISORS, LLC | $337955.5B | 134 | 2025-09-30 |
| 133 | CAMBRIDGE TRUST CO | $337275.7B | 655 | 2024-03-31 |
| 134 | Court Place Advisors, LLC | $332148.9B | 147 | 2025-09-30 |
| 135 | Apeiron RIA LLC | $330703.4B | 199 | 2025-03-31 |
| 136 | Hilltop Partners LLC | $330673.2B | 119 | 2025-06-30 |
| 137 | Cosmic Management, LLC | $324627.5B | 4 | 2025-12-31 |
| 138 | Redwood Grove Capital, LLC | $321042.1B | 27 | 2024-03-31 |
| 139 | WBI INVESTMENTS, LLC | $318942.2B | 297 | 2025-09-30 |
| 140 | SW Investment Management LLC | $314407.4B | 14 | 2024-06-30 |
| 141 | Greenfield Seitz Capital Management, LLC | $310220.4B | 108 | 2025-09-30 |
| 142 | GRAYBILL WEALTH MANAGEMENT, LTD. | $309462.1B | 82 | 2025-09-30 |
| 143 | Pathway Financial Advisers, LLC | $308930.9B | 163 | 2025-06-30 |
| 144 | Briaud Financial Planning, Inc | $306049.4B | 36 | 2025-09-30 |
| 145 | Carrera Capital Advisors | $305987.7B | 85 | 2024-06-30 |
| 146 | Windmill Hill Asset Management Ltd | $305555.1B | 27 | 2024-12-31 |
| 147 | HWG Holdings LP | $305350.0B | 50 | 2024-12-31 |
| 148 | Westshore Wealth, LLC | $302266.0B | 103 | 2025-12-31 |
| 149 | Brooklyn FI, LLC | $300641.5B | 62 | 2024-12-31 |
| 150 | Ketron Financial | $300415.1B | 56 | 2025-12-31 |
| 151 | Wellington Shields & Co., LLC | $298348.1B | 304 | 2024-03-31 |
| 152 | BURKETT FINANCIAL SERVICES, LLC | $290166.3B | 226 | 2025-09-30 |
| 153 | Quaker Wealth Management, LLC | $281970.2B | 909 | 2025-03-31 |
| 154 | Overlook Investments LP | $278022.1B | 1 | 2025-12-31 |
| 155 | LIBERTY SQUARE WEALTH PARTNERS LLC | $274107.9B | 154 | 2024-12-31 |
| 156 | ALEXANDER LABRUNERIE & CO., INC. | $268353.5B | 119 | 2025-09-30 |
| 157 | BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | $265820.3B | 109 | 2025-03-31 |
| 158 | Lineage Point Capital LP | $263550.5B | 169 | 2025-12-31 |
| 159 | Lavaca Capital LLC | $260832.5B | 262 | 2025-06-30 |
| 160 | Seneca Financial Advisors LLC | $259475.1B | 61 | 2025-06-30 |
| 161 | Skyline Advisors, Inc. | $257663.9B | 94 | 2024-12-31 |
| 162 | Cabot-Wellington, LLC | $257655.4B | 4 | 2024-03-31 |
| 163 | Clean Yield Group | $257056.0B | 382 | 2024-03-31 |
| 164 | Addison Capital Co | $255164.3B | 139 | 2025-03-31 |
| 165 | TCFG WEALTH MANAGEMENT, LLC | $254492.7B | 262 | 2025-09-30 |
| 166 | Sculati Wealth Management, LLC | $253016.3B | 107 | 2024-12-31 |
| 167 | Diesslin Group, Inc. | $251637.6B | 54 | 2025-12-31 |
| 168 | PCG ASSET MANAGEMENT, LLC | $249062.5B | 78 | 2025-09-30 |
| 169 | Dodds Wealth, LLC | $245954.3B | 57 | 2024-03-31 |
| 170 | Eaton Financial Holdings Company, LLC | $245753.1B | 62 | 2024-09-30 |
| 171 | Kensington Investment Counsel, LLC | $245513.2B | 104 | 2025-09-30 |
| 172 | Caerus Investment Advisors, LLC | $244294.2B | 269 | 2025-09-30 |
| 173 | Omnia Family Wealth, LLC | $241952.7B | 79 | 2024-12-31 |
| 174 | Castellan Group | $237213.9B | 59 | 2024-09-30 |
| 175 | New Century Financial Group, LLC | $235414.0B | 276 | 2024-06-30 |
| 176 | Rule One Partners, LLC | $234009.2B | 11 | 2024-09-30 |
| 177 | Wealth Management Associates, Inc. | $233352.1B | 212 | 2025-03-31 |
| 178 | CHELSEA COUNSEL CO | $232553.4B | 238 | 2025-12-31 |
| 179 | Compass Financial Services Inc | $232012.2B | 294 | 2025-12-31 |
| 180 | Alternative Investment Advisors, LLC. | $231455.7B | 60 | 2025-12-31 |
| 181 | WJ Wealth Management, LLC | $227452.1B | 69 | 2025-09-30 |
| 182 | Brown Financial Advisors | $223766.9B | 219 | 2024-06-30 |
| 183 | Ariadne Wealth Management, LP | $222865.8B | 245 | 2025-09-30 |
| 184 | Optimist Retirement Group LLC | $221585.3B | 122 | 2024-09-30 |
| 185 | BridgePort Financial Solutions, LLC | $220894.4B | 161 | 2024-12-31 |
| 186 | EnCap Energy Capital Fund X, L.P. | $220775.0B | 1 | 2025-03-31 |
| 187 | AMERIFLEX GROUP, INC. | $218072.3B | 1,170 | 2024-12-31 |
| 188 | Decatur Capital Management, Inc. | $217152.1B | 50 | 2024-09-30 |
| 189 | Naman Capital Ltda | $216777.1B | 12 | 2025-12-31 |
| 190 | Discipline Wealth Solutions, LLC | $215907.3B | 76 | 2024-12-31 |
| 191 | Urban Financial Advisory Corp | $214678.2B | 52 | 2025-09-30 |
| 192 | SSA SWISS ADVISORS AG | $214617.1B | 102 | 2025-12-31 |
| 193 | HALL CAPITAL MANAGEMENT CO INC | $214379.5B | 101 | 2024-12-31 |
| 194 | Prospera Capital Management, LLC | $213926.7B | 71 | 2025-06-30 |
| 195 | Bernard Wealth Management Corp. | $212437.2B | 320 | 2024-12-31 |
| 196 | STANCE CAPITAL LLC | $207640.3B | 158 | 2025-06-30 |
| 197 | Plum Street Advisors, LLC | $207595.9B | 83 | 2025-03-31 |
| 198 | Keyes, Stange & Wooten Wealth Management, LLC | $206573.1B | 71 | 2025-09-30 |
| 199 | CANERECTOR INC | $206107.1B | 10 | 2024-12-31 |
| 200 | SWAN Capital LLC | $204971.3B | 380 | 2024-12-31 |
| 201 | Pointe Capital Management LLC | $204541.3B | 154 | 2025-09-30 |
| 202 | Centennial Bank/AR/ | $204129.5B | 330 | 2024-06-30 |
| 203 | Porter White Investment Advisors, Inc. | $202132.9B | 34 | 2025-03-31 |
| 204 | THRYVE WEALTH MANAGEMENT LLC | $202091.7B | 94 | 2025-12-31 |
| 205 | Heck Capital Advisors, LLC | $200480.2B | 31 | 2024-12-31 |
| 206 | BDFS Capital LLC | $198145.4B | 134 | 2025-12-31 |
| 207 | HERITAGE OAK WEALTH ADVISORS LLC | $197826.0B | 88 | 2024-06-30 |
| 208 | Tri Ri Asset Management Corp | $197362.3B | 29 | 2024-09-30 |
| 209 | Maxwell Wealth Strategies Inc. | $197335.3B | 102 | 2024-03-31 |
| 210 | Capital Square, LLC | $196147.7B | 210 | 2025-09-30 |
| 211 | TrueWealth Financial Partners | $195967.9B | 25 | 2025-09-30 |
| 212 | Ballentine Capital Advisors, Inc | $193056.6B | 29 | 2024-12-31 |
| 213 | WFA Asset Management Corp | $191299.7B | 236 | 2024-03-31 |
| 214 | BEACON ADVISORS HOLDINGS, LLC | $189896.9B | 36 | 2025-12-31 |
| 215 | INFINITUM ASSET MANAGEMENT, LLC | $189210.9B | 18 | 2024-12-31 |
| 216 | Lantern Wealth Advisors, LLC | $188877.2B | 158 | 2025-09-30 |
| 217 | Barnes Wealth Management Group, Inc | $186854.1B | 177 | 2025-12-31 |
| 218 | NEW WAVE WEALTH ADVISORS LLC | $186123.9B | 135 | 2024-06-30 |
| 219 | HAHN CAPITAL MANAGEMENT LLC | $185437.2B | 30 | 2025-12-31 |
| 220 | Cross Staff Investments Inc | $181542.4B | 132 | 2025-12-31 |
| 221 | Creekside Partners | $180581.0B | 162 | 2024-06-30 |
| 222 | MENDON CAPITAL ADVISORS CORP | $180322.5B | 49 | 2024-06-30 |
| 223 | Verity Asset Management, Inc. | $179269.3B | 204 | 2024-03-31 |
| 224 | NewGen Asset Management Ltd | $178475.9B | 25 | 2025-06-30 |
| 225 | Trust Investment Advisors | $177839.9B | 105 | 2025-09-30 |
| 226 | Value Partners Investments Inc. | $177164.2B | 77 | 2024-12-31 |
| 227 | Vermillion & White Wealth Management Group, LLC | $175709.7B | 570 | 2025-09-30 |
| 228 | Gordian Capital Singapore Pte Ltd | $175562.7B | 184 | 2024-06-30 |
| 229 | Anderson Financial Strategies, LLC | $172268.6B | 37 | 2025-12-31 |
| 230 | Parkshore Wealth Management, Inc. | $171997.7B | 62 | 2025-03-31 |
| 231 | LWM Advisory Services, LLC | $171565.3B | 93 | 2025-09-30 |
| 232 | ARWA LLC | $171254.9B | 124 | 2025-12-31 |
| 233 | Yunqi Capital Ltd | $170938.8B | 6 | 2025-09-30 |
| 234 | INSTRUMENTAL WEALTH, LLC | $166756.8B | 72 | 2025-12-31 |
| 235 | Menard Financial Group LLC | $166695.5B | 316 | 2024-12-31 |
| 236 | First Citizens Financial Corp | $166665.9B | 113 | 2024-03-31 |
| 237 | H&H Retirement Design & Management INC | $164595.7B | 76 | 2024-12-31 |
| 238 | Pantera Capital Partners LP | $164209.3B | 15 | 2025-12-31 |
| 239 | Magnolia Wealth Management, LLC | $161647.5B | 14 | 2025-09-30 |
| 240 | Chokshi & Queen Wealth Advisors, Inc | $161140.1B | 48 | 2024-12-31 |
| 241 | Cypress Capital Advisors, LLC | $159839.1B | 72 | 2025-06-30 |
| 242 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $159760.8B | 86 | 2025-12-31 |
| 243 | Newport Capital Group, LLC | $159080.3B | 69 | 2025-09-30 |
| 244 | Coastline Complete Wealth LLC | $158795.1B | 50 | 2025-12-31 |
| 245 | SOUTHERN CAPITAL SERVICES INC /ADV | $158682.2B | 27 | 2025-12-31 |
| 246 | NCP Inc. | $158073.5B | 138 | 2024-06-30 |
| 247 | Teca Partners, LP | $157493.6B | 13 | 2024-03-31 |
| 248 | BOYAR ASSET MANAGEMENT INC. | $155321.7B | 79 | 2024-09-30 |
| 249 | Promus Capital, LLC | $153998.4B | 303 | 2025-06-30 |
| 250 | Nolet Wealth Management, LLC | $153970.0B | 91 | 2025-12-31 |
| 251 | Pullen Investment Management, LLC | $153829.0B | 103 | 2024-12-31 |
| 252 | Carter Financial Group, INC. | $152656.0B | 115 | 2025-06-30 |
| 253 | Infini Capital Management Ltd | $151603.3B | 20 | 2025-06-30 |
| 254 | LifeWealth Investments, LLC | $150927.2B | 148 | 2024-12-31 |
| 255 | Avory & Company, LLC | $150723.3B | 39 | 2025-12-31 |
| 256 | Granite Group Advisors, LLC | $148531.0B | 94 | 2024-03-31 |
| 257 | FLOYD FINANCIAL GROUP LLC | $147788.2B | 69 | 2025-12-31 |
| 258 | Broadview Financial Management, LLC | $147737.3B | 42 | 2024-09-30 |
| 259 | CHARTIST INC /CA/ | $146499.2B | 21 | 2025-09-30 |
| 260 | FIDELITY D & D BANCORP INC (FDBC) | $144991.6B | 110 | 2024-12-31 |
| 261 | Villanova Investment Management Co LLC | $141874.2B | 57 | 2025-12-31 |
| 262 | Zeit Capital LLC | $139905.2B | 28 | 2025-06-30 |
| 263 | Advisor Resource Council | $139293.4B | 69 | 2024-12-31 |
| 264 | Nautilus Advisors LLC | $136356.7B | 164 | 2025-06-30 |
| 265 | 46 Peaks LLC | $136349.6B | 24 | 2025-12-31 |
| 266 | XY Planning Network, Inc. | $133162.1B | 92 | 2024-12-31 |
| 267 | Claris Financial LLC | $132710.7B | 135 | 2025-06-30 |
| 268 | Impala Asset Management LLC | $131093.0B | 20 | 2025-06-30 |
| 269 | Peak XV Partners Operations LLC | $130457.0B | 1 | 2025-09-30 |
| 270 | WLTH Capital Management, LLC | $129274.0B | 26 | 2025-12-31 |
| 271 | Motiv8 Investments LLC | $128633.9B | 85 | 2024-03-31 |
| 272 | Clear Retirement Advice LLC | $128552.7B | 53 | 2025-12-31 |
| 273 | Turn8 Private Wealth Inc. | $127918.3B | 51 | 2025-03-31 |
| 274 | Custom Portfolio Group LLC | $126958.2B | 236 | 2024-06-30 |
| 275 | KMT WEALTH MANAGEMENT, LLC | $124721.4B | 13 | 2024-12-31 |
| 276 | Farmers National Bank | $124635.5B | 156 | 2024-06-30 |
| 277 | TT Capital Management LLC | $123337.3B | 68 | 2025-06-30 |
| 278 | TCM Advisors, LLC | $120871.9B | 63 | 2025-09-30 |
| 279 | CAPSTONE CAPITAL LLC | $120508.3B | 25 | 2024-09-30 |
| 280 | LifeGoal Investments, LLC | $120376.1B | 70 | 2025-09-30 |
| 281 | SRN Advisors, LLC | $120232.9B | 92 | 2024-06-30 |
| 282 | XXEC, Inc. | $118604.8B | 22 | 2025-09-30 |
| 283 | LEIGH BALDWIN & CO., LLC | $118531.5B | 160 | 2024-12-31 |
| 284 | QSM Asset Management Ltd | $116381.2B | 17 | 2024-12-31 |
| 285 | Macco Financial Group, Inc. | $116333.7B | 19 | 2025-12-31 |
| 286 | Brucke Financial, Inc. | $116314.4B | 138 | 2024-12-31 |
| 287 | Challenger Wealth Management | $116108.5B | 109 | 2024-12-31 |
| 288 | Nova Wealth Management, Inc. | $115834.9B | 549 | 2025-03-31 |
| 289 | Stone Wealth Partners | $112313.4B | 68 | 2025-12-31 |
| 290 | Titan Investment Management LLC | $109743.7B | 39 | 2025-12-31 |
| 291 | Northwest Bank & Trust Co | $108799.8B | 192 | 2024-03-31 |
| 292 | OakTrust Wealth Advisors, LLC | $108371.8B | 68 | 2025-12-31 |
| 293 | Sunbeam Capital Management, LLC | $107721.2B | 81 | 2024-12-31 |
| 294 | Financially in Tune, LLC | $107143.7B | 71 | 2025-12-31 |
| 295 | Gibson Wealth Advisors LLC | $106817.4B | 34 | 2024-06-30 |
| 296 | Midwestern Financial, LLC /IA | $106654.0B | 54 | 2025-06-30 |
| 297 | BLVD Private Wealth, LLC | $106127.5B | 73 | 2025-06-30 |
| 298 | Stonebridge Wealth Management, LLC | $106017.1B | 33 | 2025-06-30 |
| 299 | Lynch Investment Planning, LLC | $104379.2B | 54 | 2025-12-31 |
| 300 | Centerstone Investors, LLC | $103038.9B | 26 | 2024-09-30 |
| 301 | Investment Insight Wealth Management, LLC | $101870.7B | 36 | 2025-12-31 |
| 302 | Total Wealth Planning & Management, Inc. | $100951.5B | 176 | 2024-12-31 |
| 303 | Portus Wealth Advisors, LLC | $100279.4B | 52 | 2025-09-30 |
| 304 | Putney Financial Group LLC | $99047.5B | 293 | 2025-06-30 |
| 305 | Forefront Analytics, LLC | $98454.2B | 43 | 2025-09-30 |
| 306 | Fulcrum Equity Management | $97367.6B | 102 | 2025-06-30 |
| 307 | Tiptree Advisors, LLC | $96456.0B | 20 | 2024-12-31 |
| 308 | Wilkins Miller Wealth Management, LLC | $95594.2B | 71 | 2024-12-31 |
| 309 | EnCap Energy Capital Fund VIII, L.P. | $94632.4B | 2 | 2025-03-31 |
| 310 | DiPaolo Financial Group, Inc. | $93946.5B | 31 | 2025-12-31 |
| 311 | FSA Advisors, Inc. | $93344.2B | 134 | 2024-03-31 |
| 312 | Vista Cima Wealth Management LLC | $92883.1B | 50 | 2025-03-31 |
| 313 | Clarion Wealth Managment Partners, LLC | $91289.4B | 81 | 2025-06-30 |
| 314 | Sulzberger Capital Advisors, Inc. | $89650.2B | 51 | 2025-09-30 |
| 315 | GK Wealth Management LLC | $85499.0B | 135 | 2025-03-31 |
| 316 | Aldebaran Financial Inc. | $84832.9B | 68 | 2024-09-30 |
| 317 | EVOLUTION WEALTH MANAGEMENT INC. | $81166.4B | 579 | 2025-06-30 |
| 318 | MISHPACHA HOLDINGS CORP | $74541.6B | 11 | 2025-12-31 |
| 319 | KERR FINANCIAL PLANNING Corp | $70855.4B | 561 | 2025-09-30 |
| 320 | Stark Wealth Management LLC | $69926.2B | 51 | 2025-06-30 |
| 321 | Seven Fleet Capital Management LP | $69220.9B | 85 | 2025-12-31 |
| 322 | Yoffe Investment Management, LLC | $67324.6B | 114 | 2024-12-31 |
| 323 | Cowen Investment Management LLC | $66309.4B | 5 | 2024-06-30 |
| 324 | Lakeshore Capital Group, Inc. | $66145.4B | 59 | 2024-12-31 |
| 325 | KW WEALTH MANAGEMENT LLC | $65899.9B | 83 | 2025-12-31 |
| 326 | Capital A Wealth Management, LLC | $60248.8B | 846 | 2024-12-31 |
| 327 | Park Square Financial Group, LLC | $48375.3B | 956 | 2024-12-31 |
| 328 | Inflection Point Investments LLP | $46947.8B | 9 | 2025-09-30 |
| 329 | HealthCor Partners Management LP | $42039.3B | 1 | 2025-09-30 |
| 330 | Portland Hill Asset Management Ltd | $40946.1B | 29 | 2024-03-31 |
| 331 | BlueCrest Capital Management Ltd | $30939.2B | 2 | 2025-09-30 |
| 332 | PVG ASSET MANAGEMENT CORP | $24889.6B | 44 | 2024-09-30 |
| 333 | Strategic Investment Solutions, Inc. /IL | $20277.9B | 644 | 2025-12-31 |
| 334 | Employees Retirement System of Texas | $11715.1B | 311 | 2024-12-31 |
| 335 | THRIVENT FINANCIAL FOR LUTHERANS | $8697.2B | 2,424 | 2025-06-30 |
| 336 | Achmea Investment Management B.V. | $8046.0B | 296 | 2025-09-30 |
| 337 | PGGM Investments | $6897.7B | 365 | 2024-03-31 |
| 338 | Wilshire Advisors LLC | $5142.0B | 13 | 2025-03-31 |
| 339 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $4936.8B | 1,686 | 2024-03-31 |
| 340 | PEAPACK GLADSTONE FINANCIAL CORP (PGC) | $4026.0B | 705 | 2024-09-30 |
| 341 | Lynx1 Capital Management LP | $2436.0B | 1 | 2024-03-31 |
| 342 | CENTAURUS FINANCIAL, INC. | $2129.5B | 1,029 | 2025-09-30 |
| 343 | Garde Capital, Inc. | $1516.2B | 278 | 2024-12-31 |
| 344 | PENSIOENFONDS RAIL & OV | $1335.1B | 36 | 2024-06-30 |
| 345 | SYCOMORE ASSET MANAGEMENT | $600930.0M | 63 | 2025-09-30 |
| 346 | LM Advisors LLC | $558906.0M | 186 | 2024-12-31 |
| 347 | SPEECE THORSON CAPITAL GROUP INC | $500482.0M | 44 | 2025-09-30 |
| 348 | SG Trading Solutions, LLC | $430823.0M | 211 | 2025-12-31 |
| 349 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | $264694.0M | 16 | 2024-06-30 |
| 350 | NATIONAL MUTUAL FUNDS MANAGEMENT LTD | $250894.0M | 1 | 2025-12-31 |
| 351 | Brick & Kyle, Associates | $234932.0M | 61 | 2024-12-31 |
| 352 | Little Harbor Advisors, LLC | $200142.0M | 8 | 2025-09-30 |
| 353 | Tribridge Partners Financial LLC | $170382.0M | 60 | 2025-06-30 |
| 354 | Old North State Trust, LLC | $164191.0M | 147 | 2025-09-30 |
| 355 | CROWN ADVISORS MANAGEMENT, INC. | $149456.0M | 38 | 2025-09-30 |
| 356 | Topor & Co. Korea | $132720.0M | 15 | 2025-12-31 |
| 357 | Empirical Capital Management, LLC | $132629.0M | 12 | 2024-12-31 |
| 358 | Lancaster Investment Management | $125274.0M | 5 | 2024-03-31 |
| 359 | Q Global Advisors, LLC | $97033.0M | 51 | 2024-12-31 |
| 360 | SIT INVESTMENT ASSOCIATES INC | $81547.0M | 6 | 2025-12-31 |