CIK 0002011000
Company
Foundation Wealth Management, LLC\PA
- Top symbols
- No symbols yet
- Holdings value
- $331.34M
- Location
- Media, PA
- Next action
- Open filer profile
500 Wealthiest 'F' SEC Filers
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CIK 0001117233
Company
FLAGSTAR SECURITIES, INC
- Top symbols
- No symbols yet
- Holdings value
- $331.17M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001963030
Company
Forza Wealth Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $325.93M
- Location
- Sarasota, FL
- Next action
- Open filer profile
CIK 0002016217
Company
FAMILY WEALTH PARTNERS, LLC
- Top symbols
- No symbols yet
- Holdings value
- $325.83M
- Location
- Matthews, NC
- Next action
- Open filer profile
CIK 0001767056
Company
Fairhaven Wealth Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $319.72M
- Location
- Oak Brook, IL
- Next action
- Open filer profile
CIK 0000887748
Company
FSB PREMIER WEALTH MANAGEMENT, INC.
- Top symbols
- No symbols yet
- Holdings value
- $319.24M
- Location
- Waterloo, IA
- Next action
- Open filer profile
CIK 0002056691
Company
Fourth Dimension Wealth, LLC
- Top symbols
- No symbols yet
- Holdings value
- $316.3M
- Location
- Middleburg Heights, OH
- Next action
- Open filer profile
CIK 0001964116
Company
First Citizens Asset Management, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $312.9M
- Location
- Raleigh, NC
- Next action
- Open filer profile
CIK 0001876326
Company
Five Oceans Advisors
- Top symbols
- No symbols yet
- Holdings value
- $311.13M
- Location
- Santa Monica, CA
- Next action
- Open filer profile
CIK 0001845743
Company
FIRETHORN WEALTH PARTNERS, LLC
- Top symbols
- No symbols yet
- Holdings value
- $310.17M
- Location
- Augusta, GA
- Next action
- Open filer profile
CIK 0001642058
Company
Financial Insights, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $308.6M
- Location
- Tacoma, WA
- Next action
- Open filer profile
CIK 0001883629
Company
Financial Council, LLC
- Top symbols
- No symbols yet
- Holdings value
- $308.31M
- Location
- Towson, MD
- Next action
- Open filer profile
CIK 0002051584
Company
FSA Investment Group, LLC
- Top symbols
- No symbols yet
- Holdings value
- $307.86M
- Location
- Pensacola, FL
- Next action
- Open filer profile
CIK 0001123320
Company
Family Capital Trust Co
- Top symbols
- No symbols yet
- Holdings value
- $307.4M
- Location
- Peabody, MA
- Next action
- Open filer profile
CIK 0002054598
Company
Freedom Financial Partners LLC
- Top symbols
- No symbols yet
- Holdings value
- $306.94M
- Location
- Oakdale, MN
- Next action
- Open filer profile
CIK 0001652027
Company
Funde Sino Life Insurance Co Ltd
- Top symbols
- No symbols yet
- Holdings value
- $306.75M
- Location
- Shenzhen
- Next action
- Open filer profile
CIK 0002056821
Company
FEARNLEY ASSET MANAGEMENT AS
- Top symbols
- No symbols yet
- Holdings value
- $306.03M
- Location
- Oslo
- Next action
- Open filer profile
CIK 0001009259
Company
FIDUCIARY SERVICES CORP/GA
- Top symbols
- No symbols yet
- Holdings value
- $305.45M
- Location
- Savannah, GA
- Next action
- Open filer profile
CIK 0002048142
Company
Four Tree Island Advisory LLC
- Top symbols
- No symbols yet
- Holdings value
- $303.25M
- Location
- Portsmouth, NH
- Next action
- Open filer profile
CIK 0001378559
Company
First Dallas Securities Inc.
- Top symbols
- No symbols yet
- Holdings value
- $302.57M
- Location
- Dallas, TX
- Next action
- Open filer profile
CIK 0001792206
Company
Foresite Capital Management V, LLC
- Top symbols
- PRDS, ALMS, THRX
- Holdings value
- $302.24M
- Location
- West Hollywood, CA
- Next action
- Open filer profile
CIK 0001799456
Company
Flat Footed LLC
- Top symbols
- No symbols yet
- Holdings value
- $300.33M
- Location
- Wilson, WY
- Next action
- Open filer profile
CIK 0001910636
Company
Forum Private Client Group LLC
- Top symbols
- No symbols yet
- Holdings value
- $300.07M
- Location
- Fishers, IN
- Next action
- Open filer profile
CIK 0002004843
Company
Financial Symmetry Inc
- Top symbols
- No symbols yet
- Holdings value
- $299.68M
- Location
- Raleigh, NC
- Next action
- Open filer profile
CIK 0001626982
Company
FormulaFolio Investments, LLC
- Top symbols
- No symbols yet
- Holdings value
- $299.4M
- Location
- Grand Rapids, MI
- Next action
- Open filer profile
CIK 0002064001
Company
Fischer Financial Services, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $297.32M
- Location
- Harrisburg, PA
- Next action
- Open filer profile
CIK 0002085325
Company
Foundry Financial LLC
- Top symbols
- No symbols yet
- Holdings value
- $296.55M
- Location
- Pasadena, CA
- Next action
- Open filer profile
CIK 0001729254
Company
Front Row Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $295.63M
- Location
- Tiburon, CA
- Next action
- Open filer profile
CIK 0001894206
Company
FIDELIS iM, LLC
- Top symbols
- No symbols yet
- Holdings value
- $293.2M
- Location
- Medford, OR
- Next action
- Open filer profile
CIK 0001098151
Company
FIDELITY D & D BANCORP INC
- Top symbols
- No symbols yet
- Holdings value
- $291.4M
- Location
- Dunmore, PA
- Next action
- Open filer profile
CIK 0002033232
Company
Fairfield Financial Advisors, LTD
- Top symbols
- No symbols yet
- Holdings value
- $290.22M
- Location
- Wellesley, MA
- Next action
- Open filer profile
CIK 0002011697
Company
FCG Investment Co
- Top symbols
- No symbols yet
- Holdings value
- $289.18M
- Location
- Germantown, TN
- Next action
- Open filer profile
CIK 0000714562
Company
FIRST FINANCIAL CORP /IN/
- Top symbols
- No symbols yet
- Holdings value
- $289.03M
- Location
- Terre Haute, IN
- Next action
- Open filer profile
CIK 0001910370
Company
First International Bank & Trust
- Top symbols
- No symbols yet
- Holdings value
- $287.72M
- Location
- Watford City, ND
- Next action
- Open filer profile
CIK 0001907157
Company
Financial Connections Group, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $287.61M
- Location
- Corte Madera, CA
- Next action
- Open filer profile
CIK 0001570296
Company
Fernwood Investment Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $287.57M
- Location
- Quincy, MA
- Next action
- Open filer profile
CIK 0001911970
Company
Future Fund LLC
- Top symbols
- No symbols yet
- Holdings value
- $284.36M
- Location
- Chicago, IL
- Next action
- Open filer profile
CIK 0002030910
Company
FULLCIRCLE WEALTH LLC
- Top symbols
- No symbols yet
- Holdings value
- $283.92M
- Location
- Mckinney, TX
- Next action
- Open filer profile
CIK 0001842560
Company
Flagship Private Wealth, LLC
- Top symbols
- No symbols yet
- Holdings value
- $282.82M
- Location
- Woburn, MA
- Next action
- Open filer profile
CIK 0001722283
Company
Fluent Financial, LLC
- Top symbols
- No symbols yet
- Holdings value
- $280.18M
- Location
- Dallas, TX
- Next action
- Open filer profile
CIK 0001865938
Company
Financial Consulate Inc.
- Top symbols
- No symbols yet
- Holdings value
- $277.44M
- Location
- Hunt Valley, MD
- Next action
- Open filer profile
CIK 0001965246
Company
Financial Partners Group, LLC
- Top symbols
- No symbols yet
- Holdings value
- $276.27M
- Location
- Gallatin, TN
- Next action
- Open filer profile
CIK 0001913420
Company
FirstPurpose Wealth LLC
- Top symbols
- No symbols yet
- Holdings value
- $275.55M
- Location
- Orem, UT
- Next action
- Open filer profile
CIK 0001051042
Company
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD
- Top symbols
- No symbols yet
- Holdings value
- $274.16M
- Location
- Traverse City, MI
- Next action
- Open filer profile
CIK 0001742998
Company
FNY Investment Advisers, LLC
- Top symbols
- No symbols yet
- Holdings value
- $273.11M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002040600
Company
FORONJY FINANCIAL LLC
- Top symbols
- No symbols yet
- Holdings value
- $272.16M
- Location
- Santa Barbara, CA
- Next action
- Open filer profile
CIK 0002040224
Company
FMB WEALTH MANAGEMENT
- Top symbols
- No symbols yet
- Holdings value
- $271.84M
- Location
- Westlake Village, CA
- Next action
- Open filer profile
CIK 0001298596
Company
FMA ADVISORY INC
- Top symbols
- No symbols yet
- Holdings value
- $268.26M
- Location
- Harrisburg, PA
- Next action
- Open filer profile
CIK 0001929349
Company
Financial Guidance Group, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $267.28M
- Location
- Palm Harbor, FL
- Next action
- Open filer profile
CIK 0002102043
Company
Financial Planning Navigators CORP
- Top symbols
- No symbols yet
- Holdings value
- $267.19M
- Location
- Maple Grove, MN
- Next action
- Open filer profile
CIK 0001802986
Company
Forager Capital Management, LLC
- Top symbols
- RM, RPAY
- Holdings value
- $267.15M
- Location
- Birmingham, AL
- Next action
- Open filer profile
CIK 0002011904
Company
FF Advisors,LLC
- Top symbols
- No symbols yet
- Holdings value
- $267.03M
- Location
- Manhattan Beach, CA
- Next action
- Open filer profile
CIK 0002041267
Company
Family Office Research LLC
- Top symbols
- No symbols yet
- Holdings value
- $266.59M
- Location
- Bethesda, MD
- Next action
- Open filer profile
CIK 0001804256
Company
FSA Wealth Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $265.35M
- Location
- Needham, MA
- Next action
- Open filer profile
CIK 0001862067
Company
FWG Holdings, LLC
- Top symbols
- No symbols yet
- Holdings value
- $264.59M
- Location
- Winter Park, FL
- Next action
- Open filer profile
CIK 0001911616
Company
Financial Futures Ltd Liability Co.
- Top symbols
- No symbols yet
- Holdings value
- $262.61M
- Location
- Brielle, NJ
- Next action
- Open filer profile
CIK 0001512251
Company
FIC CAPITAL INC
- Top symbols
- No symbols yet
- Holdings value
- $262.46M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001928999
Company
Fortitude Advisory Group L.L.C.
- Top symbols
- No symbols yet
- Holdings value
- $261.67M
- Location
- Gig Harbor, WA
- Next action
- Open filer profile
CIK 0001911695
Company
Family CFO Inc
- Top symbols
- No symbols yet
- Holdings value
- $259.87M
- Location
- Los Altos, CA
- Next action
- Open filer profile
CIK 0001964344
Company
Family Capital Management, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $257.99M
- Location
- Grand Rapids, MI
- Next action
- Open filer profile
CIK 0001656282
Company
First Affirmative Financial Network
- Top symbols
- No symbols yet
- Holdings value
- $257.75M
- Location
- Colorado Springs, CO
- Next action
- Open filer profile
CIK 0002047823
Company
Finley Financial, LLC
- Top symbols
- No symbols yet
- Holdings value
- $248.46M
- Location
- Las Vegas, NV
- Next action
- Open filer profile
CIK 0002059571
Company
Fire Capital Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $245.65M
- Location
- San Francisco, CA
- Next action
- Open filer profile
CIK 0001927129
Company
FORTE ASSET MANAGEMENT LLC
- Top symbols
- No symbols yet
- Holdings value
- $244.65M
- Location
- Bedford, NY
- Next action
- Open filer profile
CIK 0001731530
Company
FIRST SABREPOINT CAPITAL MANAGEMENT LP
- Top symbols
- No symbols yet
- Holdings value
- $244.64M
- Location
- Dallas, TX
- Next action
- Open filer profile
CIK 0001800597
Company
First Citizens Financial Corp
- Top symbols
- No symbols yet
- Holdings value
- $239.19M
- Location
- Mason City, IA
- Next action
- Open filer profile
CIK 0002068112
Company
Forefront Wealth Partners, LLC
- Top symbols
- No symbols yet
- Holdings value
- $238.92M
- Location
- Austin, TX
- Next action
- Open filer profile
CIK 0002032561
Company
FreeGulliver LLC
- Top symbols
- No symbols yet
- Holdings value
- $237.22M
- Location
- New Orleans, LA
- Next action
- Open filer profile
CIK 0001704132
Company
Foresite Capital Management IV, LLC
- Top symbols
- No symbols yet
- Holdings value
- $237.08M
- Location
- West Hollywood, CA
- Next action
- Open filer profile
CIK 0001918707
Company
Fortune 45 LLC
- Top symbols
- No symbols yet
- Holdings value
- $234.05M
- Location
- Gonzales, LA
- Next action
- Open filer profile
CIK 0001961828
Company
Fortune Financial Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $233.74M
- Location
- Overland Park, KS
- Next action
- Open filer profile
CIK 0001897652
Company
FOURSIXTHREE CAPITAL LP
- Top symbols
- AKUMQ
- Holdings value
- $233.72M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002007960
Company
Foundry Financial Group, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $231.29M
- Location
- Laconia, NH
- Next action
- Open filer profile
CIK 0001704300
Company
Founders Capital Management
- Top symbols
- No symbols yet
- Holdings value
- $231.12M
- Location
- Houston, TX
- Next action
- Open filer profile
CIK 0001859388
Company
Franchise Capital Ltd
- Top symbols
- No symbols yet
- Holdings value
- $229.75M
- Location
- Grand Cayman, Cayman Islands
- Next action
- Open filer profile
CIK 0001808394
Company
Flower City Capital
- Top symbols
- No symbols yet
- Holdings value
- $227.12M
- Location
- Pittsford, NY
- Next action
- Open filer profile
CIK 0001908099
Company
Fortress Wealth Management, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $224.84M
- Location
- Culver City, CA
- Next action
- Open filer profile
CIK 0001929071
Company
Finer Wealth Management, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $223.78M
- Location
- Salem, MA
- Next action
- Open filer profile
CIK 0002130067
Company
Flatrock Wealth Partners LLC
- Top symbols
- No symbols yet
- Holdings value
- $222.27M
- Location
- Newport Beach, CA
- Next action
- Open filer profile
CIK 0001093219
Company
FORMULA GROWTH LTD
- Top symbols
- No symbols yet
- Holdings value
- $221.58M
- Location
- Montreal, Quebec, Canada
- Next action
- Open filer profile
CIK 0001130344
Company
FIRST COMMUNITY TRUST NA
- Top symbols
- No symbols yet
- Holdings value
- $221.42M
- Location
- Dubuque, IA
- Next action
- Open filer profile
CIK 0001844393
Company
Financial Avengers, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $219.32M
- Location
- Oakland, CA
- Next action
- Open filer profile
CIK 0002011427
Company
Fogel Capital Management, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $218.69M
- Location
- Stuart, FL
- Next action
- Open filer profile
CIK 0001965484
Company
Financial Freedom, LLC
- Top symbols
- No symbols yet
- Holdings value
- $217.87M
- Location
- Cincinnati, OH
- Next action
- Open filer profile
CIK 0002059365
Company
Fairtree Asset Management (Pty) Ltd
- Top symbols
- No symbols yet
- Holdings value
- $217.77M
- Location
- Bellville
- Next action
- Open filer profile
CIK 0001388269
Company
Full Value Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $217.69M
- Location
- Saddle Brook, NJ
- Next action
- Open filer profile
CIK 0001598611
Company
Friedenthal Financial
- Top symbols
- No symbols yet
- Holdings value
- $216.14M
- Location
- Marlton, NJ
- Next action
- Open filer profile
CIK 0001845643
Company
FOCUS Wealth Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $215.72M
- Location
- Houston, TX
- Next action
- Open filer profile
CIK 0002083646
Company
Franchise GP Ltd
- Top symbols
- No symbols yet
- Holdings value
- $215.23M
- Location
- Grand Cayman
- Next action
- Open filer profile
CIK 0002032698
Company
Fort Vancouver Investment Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $214.14M
- Location
- Vancouver, WA
- Next action
- Open filer profile
CIK 0001983616
Company
First County Bank /CT/
- Top symbols
- No symbols yet
- Holdings value
- $212.52M
- Location
- Stamford, CT
- Next action
- Open filer profile
CIK 0001622611
Company
FolioMetrix LLC
- Top symbols
- No symbols yet
- Holdings value
- $210.1M
- Location
- Omaha, NE
- Next action
- Open filer profile
CIK 0001977444
Company
FISCHER INVESTMENT STRATEGIES, LLC
- Top symbols
- No symbols yet
- Holdings value
- $209.56M
- Location
- Westlake Village, CA
- Next action
- Open filer profile
CIK 0002008540
Company
Financial Architects, LLC
- Top symbols
- No symbols yet
- Holdings value
- $208.54M
- Location
- Woodstock, GA
- Next action
- Open filer profile
CIK 0002016110
Company
Fox Hill Wealth Management
- Top symbols
- No symbols yet
- Holdings value
- $207.9M
- Location
- Dedham, MA
- Next action
- Open filer profile
CIK 0001630936
Company
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
- Top symbols
- No symbols yet
- Holdings value
- $205.67M
- Location
- Saline, MI
- Next action
- Open filer profile
CIK 0001427350
Company
First City Capital Management, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $205.51M
- Location
- Savannah, GA
- Next action
- Open filer profile
CIK 0002029680
Company
FLYWHEEL PRIVATE WEALTH LLC
- Top symbols
- No symbols yet
- Holdings value
- $202.92M
- Location
- Los Altos, CA
- Next action
- Open filer profile
CIK 0001053911
Individual
Timothy F. Fidgeon
- Top symbols
- No symbols yet
- Holdings value
- $202.51M
- Location
- Boston, MA
- Next action
- Open filer profile
CIK 0000765207
Company
First Bancorp, Inc /ME/
- Top symbols
- No symbols yet
- Holdings value
- $201.21M
- Location
- Damariscotta, ME
- Next action
- Open filer profile