CIK 0002018909
Company
Lane & Associates LLC
- Top symbols
- No symbols yet
- Holdings value
- $185.52M
- Location
- Moorestown, NJ
- Next action
- Open filer profile
500 Wealthiest 'L' SEC Filers
Filter the SEC filer directory by first letter and compare disclosed holdings activity.
CIK 0001755933
Company
Legacies Wealth LLC
- Top symbols
- No symbols yet
- Holdings value
- $182.56M
- Location
- Minnetonka, MN
- Next action
- Open filer profile
CIK 0001725243
Company
Legacy Wealth Partners, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $179.96M
- Location
- Calabasas, CA
- Next action
- Open filer profile
CIK 0001781948
Company
Legend Financial Advisors, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $176.01M
- Location
- Pittsburgh, PA
- Next action
- Open filer profile
CIK 0001768068
Company
Lake Point Wealth Management
- Top symbols
- No symbols yet
- Holdings value
- $175.98M
- Location
- Rockwall, TX
- Next action
- Open filer profile
CIK 0002116339
Company
Lifetime Wealth Management P.C.
- Top symbols
- No symbols yet
- Holdings value
- $175.82M
- Location
- Rockwall, TX
- Next action
- Open filer profile
CIK 0002111409
Company
Livet Wealth, LLC
- Top symbols
- No symbols yet
- Holdings value
- $173.38M
- Location
- Salt Lake City, UT
- Next action
- Open filer profile
CIK 0001751978
Company
Long Path Partners Fund, LP
- Top symbols
- No symbols yet
- Holdings value
- $171.65M
- Location
- Stamford, CT
- Next action
- Open filer profile
CIK 0002071183
Company
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
- Top symbols
- No symbols yet
- Holdings value
- $171.05M
- Location
- The Woodlands, TX
- Next action
- Open filer profile
CIK 0001786915
Company
Longview Financial Advisors, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $170.98M
- Location
- Huntsville, AL
- Next action
- Open filer profile
CIK 0001279151
Company
LUMINUS MANAGEMENT LLC
- Top symbols
- BATL
- Holdings value
- $169.67M
- Location
- Houston, TX
- Next action
- Open filer profile
CIK 0001822262
Company
Live Oak Investment Partners
- Top symbols
- No symbols yet
- Holdings value
- $169.41M
- Location
- Austin, TX
- Next action
- Open filer profile
CIK 0001539639
Company
Little Harbor Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $168.44M
- Location
- Marblehead, MA
- Next action
- Open filer profile
CIK 0001843558
Company
Lumature Wealth Partners, LLC
- Top symbols
- No symbols yet
- Holdings value
- $168.4M
- Location
- Alpharetta, GA
- Next action
- Open filer profile
CIK 0001737871
Company
LFA - Lugano Financial Advisors SA
- Top symbols
- No symbols yet
- Holdings value
- $166.16M
- Location
- Lugano, Switzerland
- Next action
- Open filer profile
CIK 0002044171
Company
LFG Wealth Partners, LLC
- Top symbols
- No symbols yet
- Holdings value
- $165.8M
- Location
- Elizabethtown, KY
- Next action
- Open filer profile
CIK 0002057556
Company
Lighthouse Financial LLC
- Top symbols
- No symbols yet
- Holdings value
- $165.7M
- Location
- Largo, FL
- Next action
- Open filer profile
CIK 0001630064
Company
Lancaster Investment Management
- Top symbols
- No symbols yet
- Holdings value
- $165.41M
- Location
- London, United Kingdom
- Next action
- Open filer profile
CIK 0001511847
Company
Lumina Fund Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $163.71M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002011652
Company
Lummis Asset Management, LP
- Top symbols
- No symbols yet
- Holdings value
- $163.55M
- Location
- Fort Worth, TX
- Next action
- Open filer profile
CIK 0001838533
Company
LifePro Asset Management
- Top symbols
- No symbols yet
- Holdings value
- $163.32M
- Location
- San Diego, CA
- Next action
- Open filer profile
CIK 0001560207
Company
Legion Partners Asset Management, LLC
- Top symbols
- LFCR, NNBR, CCO
- Holdings value
- $162.55M
- Location
- Los Angeles, CA
- Next action
- Open filer profile
CIK 0001632108
Company
Lagoda Investment Management, L.P.
- Top symbols
- No symbols yet
- Holdings value
- $162.16M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002042810
Company
Lighthouse Wealth Management Inc.
- Top symbols
- No symbols yet
- Holdings value
- $161.05M
- Location
- Ashland, OH
- Next action
- Open filer profile
CIK 0002140580
Company
LDIC Inc.
- Top symbols
- No symbols yet
- Holdings value
- $159.67M
- Location
- Toronto
- Next action
- Open filer profile
CIK 0002106818
Company
Lalia Capital, LLC
- Top symbols
- No symbols yet
- Holdings value
- $158.27M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002111719
Company
Legend Capital Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $157.49M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001966581
Company
Lakewood Asset Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $156.43M
- Location
- Naperville, IL
- Next action
- Open filer profile
CIK 0002060443
Company
LeConte Wealth Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $154.7M
- Location
- Maryville, TN
- Next action
- Open filer profile
CIK 0000946629
Company
LEIGH BALDWIN & CO., LLC
- Top symbols
- No symbols yet
- Holdings value
- $154.49M
- Location
- Cazenovia, NY
- Next action
- Open filer profile
CIK 0002056752
Company
Lionshead Wealth Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $154.03M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001357993
Company
Lapides Asset Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $152.97M
- Location
- Greenwich, CT
- Next action
- Open filer profile
CIK 0001798026
Company
Loveless Wealth Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $152.75M
- Location
- Billings, MT
- Next action
- Open filer profile
CIK 0001089707
Company
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
- Top symbols
- No symbols yet
- Holdings value
- $151.92M
- Location
- Long Beach, CA
- Next action
- Open filer profile
CIK 0001691908
Company
Lansing Management LP
- Top symbols
- No symbols yet
- Holdings value
- $150.57M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002006661
Company
Leibman Financial Services, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $150.43M
- Location
- Louisville, NE
- Next action
- Open filer profile
CIK 0001913467
Company
Lakeside Advisors, INC.
- Top symbols
- No symbols yet
- Holdings value
- $149.84M
- Location
- Seattle, WA
- Next action
- Open filer profile
CIK 0002109484
Company
LAWOOD & CO
- Top symbols
- No symbols yet
- Holdings value
- $147.65M
- Location
- Williamsport, PA
- Next action
- Open filer profile
CIK 0001860063
Company
Lauer Wealth, LLC
- Top symbols
- No symbols yet
- Holdings value
- $146.61M
- Location
- Valparaiso, IN
- Next action
- Open filer profile
CIK 0002053960
Company
LongView Asset Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $143.4M
- Location
- Santa Fe, NM
- Next action
- Open filer profile
CIK 0001739485
Company
LifePlan Financial, LLC
- Top symbols
- No symbols yet
- Holdings value
- $142.77M
- Location
- Mankato, MN
- Next action
- Open filer profile
CIK 0001908275
Company
Laraway Financial Advisors Inc
- Top symbols
- No symbols yet
- Holdings value
- $142.27M
- Location
- Saint Cloud, MN
- Next action
- Open filer profile
CIK 0002068847
Company
Legacy Advisory Services, LLC
- Top symbols
- No symbols yet
- Holdings value
- $142.06M
- Location
- Exton, PA
- Next action
- Open filer profile
CIK 0001492162
Company
Lesa Sroufe & Co
- Top symbols
- No symbols yet
- Holdings value
- $139.9M
- Location
- Seattle, WA
- Next action
- Open filer profile
CIK 0002101909
Company
Liberty Atlantic Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $138.98M
- Location
- Allen, TX
- Next action
- Open filer profile
CIK 0001854423
Company
Lepercq De Neuflize Asset Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $137.98M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001728850
Company
LSP Investment Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $137.69M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002031637
Company
LITTLEJOHN FINANCIAL SERVICES, INC.
- Top symbols
- No symbols yet
- Holdings value
- $137.61M
- Location
- Roseburg, OR
- Next action
- Open filer profile
CIK 0001177416
Company
LANE BROTHERS & CO INC
- Top symbols
- No symbols yet
- Holdings value
- $137.22M
- Location
- Prescott, AZ
- Next action
- Open filer profile
CIK 0001666868
Company
LNZ Capital LP
- Top symbols
- No symbols yet
- Holdings value
- $136.32M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001910934
Company
Life Planning Partners, Inc
- Top symbols
- No symbols yet
- Holdings value
- $134.54M
- Location
- Jacksonville, FL
- Next action
- Open filer profile
CIK 0002067328
Company
LWM ADVISORS INC
- Top symbols
- No symbols yet
- Holdings value
- $134.11M
- Location
- El Dorado Hills, CA
- Next action
- Open filer profile
CIK 0002111148
Company
Langdon Equity Partners
- Top symbols
- No symbols yet
- Holdings value
- $133.59M
- Location
- Toronto
- Next action
- Open filer profile
CIK 0002118318
Company
LightSquare Wealth Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $133.49M
- Location
- Bingham Farms, MI
- Next action
- Open filer profile
CIK 0001656713
Company
Lee Capital Management LP
- Top symbols
- No symbols yet
- Holdings value
- $132.32M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001992915
Company
LuminArx Capital Management LP
- Top symbols
- No symbols yet
- Holdings value
- $131.83M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002118274
Company
Larry Mathis Financial Planning, LLC
- Top symbols
- No symbols yet
- Holdings value
- $131.28M
- Location
- Phoenix, AZ
- Next action
- Open filer profile
CIK 0001936987
Company
LTG Capital LLC
- Top symbols
- No symbols yet
- Holdings value
- $130.88M
- Location
- Framingham, MA
- Next action
- Open filer profile
CIK 0002110354
Company
Lynch Investment Planning, LLC
- Top symbols
- No symbols yet
- Holdings value
- $130.16M
- Location
- Newtown Square, PA
- Next action
- Open filer profile
CIK 0001317961
Company
Latash Investments, LLC
- Top symbols
- No symbols yet
- Holdings value
- $128.82M
- Location
- Anchorage, AK
- Next action
- Open filer profile
CIK 0000837980
Company
Lee Financial Group Hawaii, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $127.83M
- Location
- Honolulu, HI
- Next action
- Open filer profile
CIK 0002045252
Company
Lord & Richards Wealth Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $127.77M
- Location
- Highlands Ranch, CO
- Next action
- Open filer profile
CIK 0001511465
Company
Long Wharf Investors, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $127.26M
- Location
- Boston, MA
- Next action
- Open filer profile
CIK 0000704051
Company
LEGG MASON, INC.
- Top symbols
- No symbols yet
- Holdings value
- $126.63M
- Location
- Baltimore, MD
- Next action
- Open filer profile
CIK 0001473033
Company
Lubar & Co., Inc
- Top symbols
- No symbols yet
- Holdings value
- $126.43M
- Location
- Milwaukee, WI
- Next action
- Open filer profile
CIK 0001967844
Company
LUTS & GREENLEIGH GROUP, INC.
- Top symbols
- No symbols yet
- Holdings value
- $126.27M
- Location
- Bethesda, MD
- Next action
- Open filer profile
CIK 0001901384
Company
Lane Generational LLC
- Top symbols
- No symbols yet
- Holdings value
- $125.63M
- Location
- Palm Beach, FL
- Next action
- Open filer profile
CIK 0001878742
Company
L1 Global Manager Pty Ltd
- Top symbols
- No symbols yet
- Holdings value
- $123.95M
- Location
- Melbourne
- Next action
- Open filer profile
CIK 0002053314
Company
LEGACY SOLUTIONS, LLC
- Top symbols
- No symbols yet
- Holdings value
- $123.58M
- Location
- Kennett Square, PA
- Next action
- Open filer profile
CIK 0002057465
Company
Lakeshore Capital Group, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $122.5M
- Location
- Rolling Meadows, IL
- Next action
- Open filer profile
CIK 0001799556
Company
LPF Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $122.17M
- Location
- Sarasota, FL
- Next action
- Open filer profile
CIK 0002110810
Company
LiftPoint Family Wealth Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $120.75M
- Location
- Far Hills, NJ
- Next action
- Open filer profile
CIK 0001951388
Company
Lion Long Term Partners LP
- Top symbols
- No symbols yet
- Holdings value
- $119.4M
- Location
- Grand Cayman, Cayman Islands
- Next action
- Open filer profile
CIK 0001920405
Company
Leo H. Evart, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $116.92M
- Location
- Redwood City, CA
- Next action
- Open filer profile
CIK 0001664999
Company
Longitude (Cayman) Ltd.
- Top symbols
- No symbols yet
- Holdings value
- $114.59M
- Location
- Grand Cayman
- Next action
- Open filer profile
CIK 0002087462
Company
Luma Capital S.A. - SPF
- Top symbols
- No symbols yet
- Holdings value
- $112.13M
- Location
- Luxembourg
- Next action
- Open filer profile
CIK 0002007877
Company
LB Partners LLC
- Top symbols
- No symbols yet
- Holdings value
- $111.54M
- Location
- Charlottesville, VA
- Next action
- Open filer profile
CIK 0000887211
Company
LOMBARDIA CAPITAL PARTNERS LLC
- Top symbols
- No symbols yet
- Holdings value
- $110.16M
- Location
- Pasadena, CA
- Next action
- Open filer profile
CIK 0001798923
Company
LRT Capital Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $107.18M
- Location
- Austin, TX
- Next action
- Open filer profile
CIK 0001317264
Individual
Winifred I. Li
- Top symbols
- No symbols yet
- Holdings value
- $105.76M
- Location
- Boston, MA
- Next action
- Open filer profile
CIK 0001042537
Company
LITTLEJOHN & CO LLC
- Top symbols
- No symbols yet
- Holdings value
- $105.51M
- Location
- Greenwich, CT
- Next action
- Open filer profile
CIK 0001869316
Company
Laurus Global Equity Management Inc.
- Top symbols
- No symbols yet
- Holdings value
- $102.13M
- Location
- Toronto
- Next action
- Open filer profile
CIK 0001800533
Company
Lionsbridge Wealth Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $99.46M
- Location
- Jacksonville Beach, FL
- Next action
- Open filer profile
CIK 0001942844
Company
LFS ASSET MANAGEMENT
- Top symbols
- No symbols yet
- Holdings value
- $99.11M
- Location
- San Ramon, CA
- Next action
- Open filer profile
CIK 0002023551
Company
LANDMARK INVESTMENT PARTNERS, L.P.
- Top symbols
- No symbols yet
- Holdings value
- $96.8M
- Location
- West Palm Beach, FL
- Next action
- Open filer profile
CIK 0001905644
Company
Linker Capital Management Inc.
- Top symbols
- No symbols yet
- Holdings value
- $94.51M
- Location
- Prospect, KY
- Next action
- Open filer profile
CIK 0001697716
Company
LWM Advisory Services, LLC
- Top symbols
- No symbols yet
- Holdings value
- $93.66M
- Location
- Plantation, FL
- Next action
- Open filer profile
CIK 0001844830
Company
Lakehouse Capital Pty Ltd
- Top symbols
- No symbols yet
- Holdings value
- $90.46M
- Location
- Sydney Nsw, Australia
- Next action
- Open filer profile
CIK 0001316466
Company
Legg Mason Asset Management (Japan) Co., Ltd.
- Top symbols
- No symbols yet
- Holdings value
- $90.46M
- Location
- Tokyo, Japan
- Next action
- Open filer profile
CIK 0001617878
Company
LBN Advisers Ltd
- Top symbols
- No symbols yet
- Holdings value
- $87.95M
- Location
- Central, Hong Kong
- Next action
- Open filer profile
CIK 0001679807
Company
LaSalle Street Capital Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $86.2M
- Location
- Chicago, IL
- Next action
- Open filer profile
CIK 0001280577
Company
LUCAS CAPITAL MANAGEMENT
- Top symbols
- No symbols yet
- Holdings value
- $85.68M
- Location
- Red Bank, NJ
- Next action
- Open filer profile
CIK 0001534417
Company
Longer Investments Inc.
- Top symbols
- No symbols yet
- Holdings value
- $84.58M
- Location
- Fayetteville, AR
- Next action
- Open filer profile
CIK 0000870260
Company
L.M. KOHN & COMPANY
- Top symbols
- No symbols yet
- Holdings value
- $83.19M
- Location
- Cincinnati, OH
- Next action
- Open filer profile
CIK 0001593897
Individual
Jonathan Lennon
- Top symbols
- TTSH
- Holdings value
- $82.04M
- Location
- Rincon, PR
- Next action
- Open filer profile
CIK 0001909251
Company
Lloyd Park, LLC
- Top symbols
- No symbols yet
- Holdings value
- $81.01M
- Location
- Wilmette, IL
- Next action
- Open filer profile
CIK 0001833819
Company
Linden Rose Investment LLC
- Top symbols
- No symbols yet
- Holdings value
- $76.2M
- Location
- Sugar Land, TX
- Next action
- Open filer profile
CIK 0001807270
Company
Luminist Capital LLC
- Top symbols
- No symbols yet
- Holdings value
- $75.26M
- Location
- Grand Rapids, MI
- Next action
- Open filer profile
CIK 0001942401
Individual
LMDAGG, L.L.C.
- Top symbols
- No symbols yet
- Holdings value
- $74.71M
- Location
- San Francisco, CA
- Next action
- Open filer profile
CIK 0001566089
Company
LDR Capital Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $74.38M
- Location
- New York, NY
- Next action
- Open filer profile