| C2C Wealth Management, LLC |
Scottsdale, AZ |
Q4 2024 |
87 |
$108M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
Westlake, OH |
Q4 2024 |
337 |
$1.23B |
| CAAS CAPITAL MANAGEMENT LP |
New York, NY |
Q4 2024 |
105 |
$121M |
| CABANA LLC |
Fayetteville, AR |
Q4 2024 |
14 |
$20.2M |
| Cable Car Capital LLC |
San Francisco, CA |
Q4 2024 |
73 |
$1.31B |
| Cable Hill Partners, LLC |
Portland, OR |
Q4 2024 |
224 |
$992M |
| CABOT WEALTH MANAGEMENT INC |
Salem, MA |
Q4 2024 |
128 |
$787M |
| Cabot-Wellington, LLC |
Boston, MA |
Q1 2025 |
5 |
$271M |
| Cache Advisors, LLC |
San Francisco, CA |
Q4 2024 |
78 |
$240M |
| CacheTech Inc. |
Logan, UT |
Q4 2024 |
125 |
$533M |
| CACTI ASSET MANAGEMENT LLC |
Atlanta, GA |
Q1 2025 |
77 |
$1.29B |
| CADEN CAPITAL PARTNERS, LP |
Santa Monica, CA |
Q4 2024 |
11 |
$328M |
| Cadence Bank |
Tupelo, MS |
Q4 2024 |
329 |
$1.48B |
| CADENCE BANK NA |
Birmingham, TX |
Q3 2022 |
36 |
$16.1M |
| CADENCE CAPITAL MANAGEMENT LLC |
Boston, MA |
Q3 2020 |
277 |
$415M |
| Cadence Wealth Management LLC |
Westborough, MA |
Q4 2024 |
47 |
$151M |
| Cadent Capital Advisors, LLC |
Tulsa, OK |
Q4 2024 |
151 |
$286M |
| CADIAN CAPITAL MANAGEMENT, LP |
New York, NY |
Q4 2024 |
26 |
$1.74B |
| CADINHA & CO LLC |
Honolulu, HI |
Q1 2025 |
99 |
$465M |
| Caerus Global Investors LLC |
New York, NY |
Q3 2015 |
26 |
$25.6M |
| Caerus Investment Advisors, LLC |
West Lake Hills, TX |
Q4 2024 |
31 |
$106M |
| CAHABA WEALTH MANAGEMENT, INC. |
Atlanta, GA |
Q4 2024 |
145 |
$1.21B |
| CAHILL FINANCIAL ADVISORS INC |
Edina, MN |
Q4 2024 |
262 |
$738M |
| Cahill Wealth Management, LLC |
Portage, MI |
Q4 2024 |
49 |
$196M |
| Cairn Investment Group, Inc. |
Vancouver, WA |
Q4 2024 |
68 |
$170M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
Montreal, Quebec, Canada |
Q4 2024 |
516 |
$48.1B |
| CAISSE DES DEPOTS ET CONSIGNATIONS |
75356 Paris 07 Sp, France |
Q4 2024 |
222 |
$2.04B |
| Caitlin John, LLC |
Brighton, MI |
Q4 2024 |
836 |
$147M |
| Caitong International Asset Management Co., Ltd |
Hong Kong, Hong Kong |
Q4 2024 |
1657 |
$102M |
| Calamos Advisors LLC |
Naperville, IL |
Q4 2024 |
865 |
$21.7B |
| Calamos Wealth Management LLC |
Naperville, IL |
Q4 2024 |
324 |
$2B |
| Caldera Capital, LLC |
Dallas, TX |
Q1 2020 |
13 |
$18.2M |
| Caldwell Investment Management Ltd. |
Toronto, Ontario, Canada |
Q4 2024 |
34 |
$148M |
| CALDWELL & ORKIN INC |
Norcross, GA |
Q3 2017 |
59 |
$98.3M |
| CALDWELL SUTTER CAPITAL, INC. |
Sausalito, CA |
Q1 2025 |
887 |
$210M |
| CALEDONIA INVESTMENTS PLC |
London England, United Kingdom |
Q1 2025 |
14 |
$860M |
| Caledonia (Private) Investments Pty Ltd |
Sydney Nsw, Australia |
Q4 2024 |
13 |
$7.49B |
| CALIBER WEALTH MANAGEMENT, LLC |
Orem, UT |
Q1 2024 |
56 |
$187M |
| CALIFORNIA FIRST LEASING CORP |
Newport Beach, CA |
Q4 2024 |
45 |
$243M |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
Sacramento, CA |
Q4 2024 |
1142 |
$150B |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
West Sacramento, CA |
Q4 2024 |
3065 |
$85.7B |
| Caligan Partners LP |
New York, NY |
Q4 2024 |
14 |
$395M |
| Calixto Global Investors, LP |
Coral Gables, FL |
Q4 2024 |
6 |
$30.7M |
| Callahan Advisors, LLC |
Houston, TX |
Q4 2024 |
166 |
$1.06B |
| Callan Capital, LLC |
La Jolla, CA |
Q4 2024 |
342 |
$1.37B |
| Callan Family Office, LLC |
Radnor, PA |
Q4 2024 |
627 |
$1.57B |
| Callodine Capital Management, LP |
Boston, MA |
Q4 2024 |
42 |
$484M |
| Call To Action Foundation |
Salt Lake City, UT |
Q4 2024 |
1 |
$488M |
| CALTON & ASSOCIATES, INC. |
Tampa, FL |
Q4 2024 |
193 |
$226M |
| Calypso Capital Management, LP |
New York, NY |
Q4 2014 |
27 |
$44.7M |
| Camarda Financial Advisors, LLC |
Fleming Island, FL |
Q4 2024 |
96 |
$266M |
| Camber Capital Management LP |
Boston, MA |
Q4 2024 |
36 |
$2.56B |
| CAMBIAR INVESTORS LLC |
Denver, CO |
Q4 2024 |
154 |
$2.52B |
| Cambria Investment Management, L.P. |
Manhattan Beach, CA |
Q4 2024 |
392 |
$1.64B |
| Cambrian Capital Limited Partnership |
San Francisco, CA |
Q4 2019 |
25 |
$51M |
| Cambridge Advisors Inc. |
Omaha, NE |
Q4 2024 |
168 |
$448M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
Boston, MA |
Q4 2024 |
51 |
$3.12B |
| CAMBRIDGE ASSOCIATES LTD LLC/ENGLAND/ /ADV |
Boston, MA |
Q3 2015 |
2 |
$7.04M |
| Cambridge Financial Group, Inc. |
Columbus, OH |
Q4 2024 |
33 |
$242M |
| Cambridge Investment Research Advisors, Inc. |
Fairfield, IA |
Q4 2024 |
3460 |
$29.9B |
| CAMBRIDGE TRUST CO |
Cambridge, MA |
Q1 2024 |
655 |
$2.64B |
| CAMDEN ASSET MANAGEMENT L P /CA |
Los Angeles, CA |
Q4 2024 |
88 |
$3.79B |
| CAMDEN NATIONAL BANK |
Camden, ME |
Q4 2024 |
164 |
$668M |
| CAMDEN NATIONAL CORP |
Camden, ME |
Q1 2021 |
141 |
$502M |
| Camelot Capital Partners, LLC |
Laguna Beach, CA |
Q4 2024 |
2 |
$434M |
| Camelot Portfolios, LLC |
Maumee, OH |
Q4 2024 |
136 |
$92.7M |
| CAMELOT TECHNOLOGY ADVISORS, INC. |
San Francisco, CA |
Q1 2025 |
51 |
$108M |
| CAMG Solamere Management, LLC |
Charlotte, NC |
Q3 2021 |
83 |
$122M |
| CAMPBELL CAPITAL MANAGEMENT INC |
Miami, FL |
Q4 2024 |
90 |
$255M |
| Campbell & CO Investment Adviser LLC |
Baltimore, MD |
Q4 2024 |
1017 |
$1.3B |
| Campbell Deegan Wealth Management, LLC |
Richmond, VA |
Q4 2024 |
43 |
$83.3M |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
Milwaukee, WI |
Q1 2025 |
105 |
$1.18B |
| Campbell Wealth Management |
Alexandria, VA |
Q4 2024 |
97 |
$1.11B |
| Campion Asset Management |
Falls Church, VA |
Q4 2024 |
86 |
$132M |
| Camrose Capital Investment Partners LLP |
London, United Kingdom |
Q4 2024 |
9 |
$91M |
| Canaan Partners VIII LLC |
Westport, CT |
Q4 2019 |
2 |
$31M |
| Canaan Partners VII LLC |
Westport, CT |
Q3 2017 |
1 |
$32.3M |
| Canaan Partners XI LLC |
Menlo Park, CA |
Q1 2025 |
4 |
$66.4M |
| Canaan Partners X LLC |
Menlo Park, CA |
Q3 2023 |
2 |
$74.7M |
| CANADA LIFE ASSURANCE Co |
Winnipeg, Manitoba, Canada |
Q4 2024 |
2021 |
$58B |
| CANADA PENSION PLAN INVESTMENT BOARD |
Toronto Ontario, Ontario, Canada |
Q4 2024 |
1398 |
$105B |
| Canada Post Corp Registered Pension Plan |
Toronto, Canada (Federal Level) |
Q4 2024 |
451 |
$1.69B |
| Canal Capital Management, LLC |
Richmond, VA |
Q4 2024 |
171 |
$618M |
| Canal Insurance CO |
Greenville, SC |
Q4 2024 |
69 |
$384M |
| CANANDAIGUA NATIONAL BANK & TRUST CO |
Canandaigua, NY |
Q4 2024 |
324 |
$1.02B |
| CANANDAIGUA NATIONAL CORP |
Canandaigua, NY |
Q4 2022 |
251 |
$589M |
| Canandaigua National Trust Co of Florida |
Canandaigua, NY |
Q4 2024 |
110 |
$128M |
| Candelo Capital Management LP |
New York, NY |
Q4 2024 |
29 |
$159M |
| Candlestick Capital Management LP |
Greenwich, CT |
Q4 2024 |
52 |
$2.78B |
| Candlewood Investment Group, LP |
Rye, NY |
Q3 2018 |
2 |
$10.1M |
| Candriam S.C.A. |
Strassen, Luxembourg, Luxembourg |
Q4 2024 |
681 |
$17.2B |
| CANERECTOR INC |
Ontario Toronto |
Q1 2025 |
10 |
$128M |
| Cannae Holdings, Inc. |
Las Vegas, NV |
Q1 2025 |
5 |
$916M |
| CANNELL CAPITAL LLC |
Alta, WY |
Q4 2024 |
51 |
$487M |
| Cannell & Co. |
New York, NY |
Q4 2023 |
268 |
$3.15B |
| Cannell & Spears LLC |
New York, NY |
Q4 2024 |
391 |
$4.87B |
| Cannon Advisors, Inc. |
Charlotte, NC |
Q4 2024 |
60 |
$118M |
| Cannon Financial Strategists, Inc. |
Athens, GA |
Q4 2024 |
96 |
$583M |
| Cannon Global Investment Management, LLC |
Davie, FL |
Q4 2024 |
69 |
$40.4M |
| Cannon Wealth Management Services, LLC |
Winston Salem, NC |
Q4 2024 |
78 |
$116M |
| Canoe Financial LP |
Calgary, Alberta, Canada |
Q4 2024 |
97 |
$5.87B |
| Canopy Partners, LLC |
Cincinnati, OH |
Q4 2024 |
213 |
$262M |
| CANTILLON CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2024 |
36 |
$16.5B |
| Canton Hathaway, LLC |
Providence, RI |
Q4 2024 |
248 |
$400M |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
New York, NY |
Q4 2024 |
183 |
$1.44B |
| CANTOR FITZGERALD, L. P. |
New York, NY |
Q4 2024 |
243 |
$2.62B |
| Canvas GP 1, L.L.C. |
Portola Valley, CA |
Q4 2021 |
1 |
$95.3M |
| Canvas Wealth Advisors, LLC |
Shawnee, KS |
Q4 2024 |
177 |
$398M |
| CANYON CAPITAL ADVISORS LLC |
Dallas, TX |
Q4 2024 |
12 |
$779M |
| Capasso Planning Partners LLC |
Charleston, SC |
Q4 2024 |
100 |
$250M |
| Capco Asset Management, LLC |
Tampa, FL |
Q4 2024 |
18 |
$445M |
| Cape Ann Asset Management Ltd |
London, United Kingdom |
Q4 2024 |
8 |
$159M |
| CAPE ANN SAVINGS BANK |
Glocuster, MA |
Q4 2024 |
87 |
$170M |
| CAPE COD FIVE CENTS SAVINGS BANK |
Orleans, MA |
Q4 2024 |
190 |
$1.06B |
| Cape Investment Advisory, Inc. |
Mcdonough, GA |
Q4 2024 |
1140 |
$256M |
| Capital Advantage, Inc. |
Walnut Creek, CA |
Q1 2025 |
135 |
$547M |
| CAPITAL ADVISORS INC/OK |
Tulsa, OK |
Q4 2024 |
308 |
$5.02B |
| Capital Advisors, Ltd. LLC |
Shaker Heights, OH |
Q1 2025 |
1306 |
$759M |
| Capital Advisors Wealth Management, LLC |
Yakima, WA |
Q4 2024 |
173 |
$562M |
| Capital Advisory Group Advisory Services, LLC |
Bloomington, MN |
Q1 2025 |
174 |
$262M |
| Capital Analysts, LLC |
Fort Washington, PA |
Q4 2024 |
1292 |
$2.49B |
| Capital Asset Advisory Services LLC |
Williamston, MI |
Q1 2025 |
282 |
$1.96B |
| Capital A Wealth Management, LLC |
New Castle, PA |
Q4 2024 |
846 |
$60.2M |
| CAPITAL CITY TRUST CO/FL |
Tallahassee, FL |
Q4 2024 |
114 |
$401M |
| CAPITAL COUNSEL LLC/NY |
New York, NY |
Q4 2024 |
54 |
$2.34B |
| Capital CS Group, LLC |
Irvine, CA |
Q1 2025 |
43 |
$58.7M |
| Capital Directions Investment Advisors, LLC |
Atlanta, GA |
Q4 2022 |
237 |
$268M |
| Capital Financial Services, LLC |
Clifton Park, NY |
Q4 2022 |
79 |
$72.5M |
| CAPITAL FUND MANAGEMENT S.A. |
Paris, France |
Q4 2024 |
746 |
$10.1B |
| Capital Group Investment Management Pte. Ltd. |
Raffles Quay, Singapore |
Q4 2024 |
139 |
$526M |
| Capital Group Private Client Services, Inc. |
Los Angeles, CA |
Q4 2024 |
271 |
$10.9B |
| CAPITAL GROWTH MANAGEMENT LP |
Boston, MA |
Q3 2022 |
50 |
$761M |
| CAPITAL GUARDIAN TRUST CO |
Los Angeles, CA |
Q2 2019 |
227 |
$7.42B |
| Capital Impact Advisors, LLC |
Boston, MA |
Q3 2024 |
1 |
$3.16M |
| CAPITAL INSIGHT PARTNERS, LLC |
Scottsdale, AZ |
Q4 2024 |
156 |
$579M |
| Capital International, Inc./CA/ |
Los Angeles, CA |
Q4 2024 |
303 |
$8.48B |
| Capital International Investors |
Los Angeles, CA |
Q4 2024 |
453 |
$532B |
| CAPITAL INTERNATIONAL LTD /CA/ |
Los Angeles, CA |
Q4 2024 |
145 |
$2.45B |
| Capital International Sarl |
Los Angeles, CA |
Q4 2024 |
284 |
$4.33B |
| Capital Investment Advisors, LLC |
Atlanta, GA |
Q1 2025 |
681 |
$5.11B |
| Capital Investment Advisory Services, LLC |
Raleigh, NC |
Q4 2024 |
933 |
$1.04B |
| Capital Investment Counsel, Inc |
Raleigh, NC |
Q4 2024 |
246 |
$664M |
| Capital Investment Counsel, LLC |
Denver, CO |
Q4 2024 |
118 |
$599M |
| Capital Investment Services of America, Inc. |
Milwaukee, WI |
Q1 2025 |
77 |
$987M |
| Capital Management Associates, Inc |
Minneapolis, MN |
Q4 2024 |
104 |
$267M |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ |
New York, NY |
Q4 2024 |
68 |
$84.9M |
| CAPITAL MANAGEMENT CORP /VA |
Glen Allen, VA |
Q4 2024 |
77 |
$558M |
| Capital Markets Trading UK LLP |
London, United Kingdom |
Q4 2024 |
73 |
$169M |
| Capital Market Strategies LLC |
Palm Beach Gardens, FL |
Q1 2025 |
143 |
$150M |
| CAPITAL ONE FINANCIAL CORP |
Mclean, VA |
Q1 2022 |
91 |
$141M |
| CAPITAL ONE, NATIONAL ASSOCIATION |
New York, NY |
Q4 2019 |
314 |
$756M |
| CAPITAL PERFORMANCE ADVISORS LLP |
Walnut Creek, CA |
Q4 2024 |
164 |
$313M |
| Capital Planning Advisors, LLC |
Roseville, CA |
Q4 2024 |
137 |
$648M |
| Capital Planning LLC |
Bellevue, WA |
Q4 2024 |
90 |
$381M |
| CAPITAL & PLANNING, LLC |
Jonesboro, GA |
Q4 2024 |
192 |
$137M |
| Capital Research Global Investors |
Los Angeles, CA |
Q4 2024 |
438 |
$486B |
| Capital Returns Management, LLC |
New York, NY |
Q3 2020 |
12 |
$38.7M |
| Capital Square, LLC |
Chattanooga, TN |
Q4 2024 |
188 |
$175M |
| Capital Today Evergreen Fund, L.P. |
Grand Cayman, Cayman Islands |
Q4 2024 |
3 |
$282M |
| Capital Wealth Alliance, LLC |
Scottsdale, AZ |
Q4 2024 |
80 |
$176M |
| CAPITAL WEALTH MANAGEMENT, LLC |
W. Warwick, RI |
Q1 2025 |
40 |
$241M |
| Capital Wealth Planning, LLC |
Naples, FL |
Q4 2024 |
132 |
$10.8B |
| Capital World Investors |
Los Angeles, CA |
Q4 2024 |
543 |
$659B |
| Capital Z Partners Management, LLC |
New York, NY |
Q3 2017 |
1 |
$47.4M |
| Capitol Family Office, Inc. |
Beaverton, OR |
Q4 2024 |
17 |
$74.9M |
| Capitolis Liquid Global Markets LLC |
New York, NY |
Q4 2024 |
124 |
$10.3B |
| CAP Partners, LLC |
Franklin, TN |
Q4 2024 |
133 |
$142M |
| Capricorn Fund Managers Ltd |
London, United Kingdom |
Q4 2024 |
65 |
$225M |
| Capricorn Investment Group LLC |
Palo Alto, CA |
Q4 2024 |
7 |
$533M |
| CAPRIN ASSET MANAGEMENT LLC /ADV |
Henrico, VA |
Q4 2022 |
21 |
$64.1M |
| Caprock Group, LLC |
Boise, ID |
Q4 2024 |
996 |
$3.06B |
| CAPSTONE ASSET MANAGEMENT CO |
Houston, TX |
Q2 2017 |
1592 |
$3.6B |
| CAPSTONE CAPITAL LLC |
Henderson, NV |
Q4 2024 |
24 |
$122M |
| Capstone Financial Advisors, Inc. |
Downers Grove, IL |
Q4 2024 |
155 |
$1.62B |
| Capstone Financial Group, Inc. |
Oklahoma City, OK |
Q3 2020 |
155 |
$129M |
| CAPSTONE INVESTMENT ADVISORS, LLC |
New York, NY |
Q4 2024 |
745 |
$10.1B |
| Capstone Investment Advisors (Netherlands), B.V. |
New York, NY |
Q2 2017 |
125 |
$28M |
| Capstone Triton Financial Group, LLC |
Oklahoma City, OK |
Q4 2024 |
107 |
$160M |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
Clarks Green, PA |
Q4 2024 |
73 |
$187M |
| Capstone Wealth Management, LLC |
Tuscaloosa, AL |
Q1 2025 |
49 |
$100M |
| Caption Management, LLC |
Oklahoma City, OK |
Q4 2024 |
505 |
$2.42B |
| CAPTRUST FINANCIAL ADVISORS |
Raleigh, NC |
Q4 2024 |
2290 |
$35B |
| Capula Management Ltd |
Grand Cayman, Cayman Islands |
Q4 2024 |
239 |
$14.6B |
| CapWealth Advisors, LLC |
Franklin, TN |
Q4 2024 |
100 |
$908M |
| Carbahal Olsen Financial Services Group, LLC |
Davis, CA |
Q4 2024 |
34 |
$108M |
| CARBONADO CAPITAL |
New York, NY |
Q4 2018 |
10 |
$149M |
| Cardan Capital Partners, LLC |
Denver, CO |
Q3 2021 |
243 |
$893M |
| Cardano Risk Management B.V. |
Rotterdam, Netherlands |
Q4 2024 |
23 |
$6.52B |
| CARDEROCK CAPITAL MANAGEMENT INC |
Chevy Chase, MD |
Q4 2024 |
73 |
$399M |
| CARDIFF PARK ADVISORS, LLC |
Carlsbad, CA |
Q4 2024 |
335 |
$1.05B |
| Cardinal Capital Management |
Raleigh, NC |
Q1 2025 |
132 |
$646M |
| Cardinal Capital Management, Inc. |
Winnipeg, Manitoba, Canada |
Q1 2025 |
70 |
$2.94B |
| Cardinal Point Capital Management ULC |
Toronto, Ontario, Canada |
Q4 2024 |
84 |
$630M |
| Cardinal Point Wealth Management LLC |
Irvine, CA |
Q3 2021 |
42 |
$213M |
| Cardinal Strategic Wealth Guidance |
Louisville, KY |
Q4 2024 |
83 |
$314M |
| CARL DOMINO INC |
West Palm Beach, FL |
Q3 2017 |
115 |
$82M |
| Carl P. Sherr & Co., LLC |
Worcester, MA |
Q4 2024 |
118 |
$190M |
| Carlsbad Wealth Advisory Group, Inc. |
Carlsbad, CA |
Q2 2023 |
45 |
$155M |
| Carlson Capital, L.P. |
Dallas, TX |
Q4 2024 |
32 |
$170M |
| Carlson Capital Management |
Northfield, MN |
Q4 2024 |
112 |
$2.29B |
| CARL STUART INVESTMENT ADVISOR, INC |
Austin, TX |
Q4 2024 |
19 |
$187M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
The Woodlands, TX |
Q1 2025 |
133 |
$242M |
| Carlyle Group Inc. |
Washington, DC |
Q4 2024 |
27 |
$282M |
| Carmel Capital Management L.L.C. |
Carmel, CA |
Q4 2024 |
26 |
$265M |
| Carmel Capital Partners, LLC |
San Diego, CA |
Q4 2024 |
145 |
$248M |
| Carmichael Hill & Associates, Inc. |
Gaithersburg, MD |
Q3 2024 |
663 |
$271M |
| Carmignac Gestion |
Paris, France |
Q4 2024 |
148 |
$6.27B |
| Carnegie Investment Counsel |
Pepper Pike, OH |
Q4 2024 |
455 |
$3.48B |
| Carnegie Lake Advisors LLC |
Princeton, NJ |
Q4 2024 |
163 |
$248M |
| CARNEGIE MELLON UNIVERSITY |
Pittsburgh, PA |
Q4 2024 |
6 |
$137M |
| Carnick & Kubik, LLC |
Colorado Springs, CO |
Q1 2016 |
976 |
$333M |
| CAROLINAS WEALTH CONSULTING LLC |
Charlotte, NC |
Q4 2024 |
1056 |
$486M |
| Carolina Wealth Advisors, LLC |
Myrtle Beach, SC |
Q4 2024 |
298 |
$186M |
| Carrera Capital Advisors |
Troy, MI |
Q4 2024 |
137 |
$427M |
| CARRET ASSET MANAGEMENT, LLC |
New York, NY |
Q4 2024 |
282 |
$913M |
| Carr Financial Group Corp |
Worcester, MA |
Q4 2024 |
180 |
$318M |
| Carrhae Capital LLP |
London, United Kingdom |
Q4 2024 |
22 |
$846M |
| Carroll Financial Associates, Inc. |
Charlotte, NC |
Q4 2021 |
1490 |
$1.87B |
| Carroll Investors, Inc |
Mt Pleasant, SC |
Q4 2024 |
29 |
$177M |
| CARRONADE CAPITAL MANAGEMENT, LP |
Darien, CT |
Q4 2024 |
27 |
$555M |
| Carson Advisory Inc. |
Athens, GA |
Q4 2024 |
157 |
$144M |
| CarsonAllaria Wealth Management, Ltd. |
Glen Carbon, IL |
Q4 2024 |
351 |
$175M |
| Cartenna Capital, LP |
Stamford, CT |
Q4 2024 |
28 |
$1.35B |
| Carter Financial Group, INC. |
Barrington, IL |
Q1 2022 |
60 |
$74.6M |
| Cartica Management, LLC |
Washington, DC |
Q1 2023 |
1 |
$20.9M |
| CARY STREET PARTNERS FINANCIAL LLC |
Richmond, VA |
Q4 2024 |
832 |
$3.07B |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
Richmond, VA |
Q4 2024 |
515 |
$152M |
| Casablanca Capital LP |
New York, NY |
Q4 2015 |
1 |
$11.4M |
| Cascabel Management LP |
New York, NY |
Q3 2015 |
23 |
$6.66M |
| Cascade Financial Partners, LLC |
San Diego, CA |
Q4 2024 |
247 |
$767M |
| Cascade Investment Advisors, Inc. |
Oregon City, OR |
Q1 2025 |
113 |
$148M |
| CASCADE INVESTMENT GROUP, INC. |
Colorado Springs, CO |
Q4 2024 |
136 |
$140M |
| Cascades Capital Asset Management, LLC |
Greensboro, NC |
Q4 2024 |
106 |
$188M |
| Cascade Wealth Advisors, Inc |
Wenatchee, WA |
Q4 2024 |
48 |
$148M |
| Cascadia Advisory Services, LLC |
Portland, OR |
Q3 2021 |
246 |
$493M |
| Casdin Capital, LLC |
New York, NY |
Q4 2024 |
38 |
$1.5B |
| CAS Investment Partners, LLC |
Westport, CT |
Q4 2024 |
4 |
$1.72B |
| CASPIAN CAPITAL LP |
New York, NY |
Q3 2024 |
5 |
$73.4M |
| Cassaday & Co Inc. |
Mclean, VA |
Q4 2021 |
34 |
$1.06B |
| Cassaday & Co Wealth Management LLC |
Mclean, VA |
Q4 2024 |
320 |
$3.66B |
| Cassady Schiller Wealth Management, LLC |
Cincinnati, OH |
Q4 2024 |
1142 |
$273M |
| Cassia Capital Partners, LLC |
Winston Salem, NC |
Q4 2024 |
61 |
$157M |
| Castalian Partners, LLC |
Excelsior, MN |
Q4 2024 |
21 |
$106M |
| Castellan Group |
Louisville, KY |
Q4 2024 |
61 |
$231M |
| CastleArk Alternatives, LLC |
Chicago, IL |
Q3 2022 |
29 |
$11.7M |
| CASTLEARK MANAGEMENT LLC |
Chicago, IL |
Q4 2024 |
283 |
$2.87B |
| CASTLE CREEK CAPITAL PARTNERS IV, LP |
Rancho Santa Fe, CA |
Q3 2020 |
1 |
$28M |
| Castle Creek Capital Partners VI, LP |
San Diego, CA |
Q4 2024 |
3 |
$81M |
| Castle Financial & Retirement Planning Associates, Inc. |
Fair Haven, NJ |
Q4 2021 |
173 |
$29.3M |
| Castle Hook Partners LP |
New York, NY |
Q4 2024 |
43 |
$4.7B |
| CASTLEKEEP INVESTMENT ADVISORS LLC |
Westport, CT |
Q4 2024 |
83 |
$143M |
| CastleKnight Management LP |
New York, NY |
Q4 2024 |
318 |
$913M |
| CASTLELAKE L.P. |
Minneapolis, MN |
Q3 2021 |
1 |
$48.5M |
| Castle Ridge Investment Management LP |
Greenwich, CT |
Q3 2017 |
19 |
$104M |
| CASTLEROCK ASSET MANAGEMENT INC |
New York, NY |
Q3 2014 |
22 |
$11.8M |
| Castle Rock Wealth Management, LLC |
Walnut Creek, CA |
Q1 2025 |
225 |
$370M |
| Castleton Investment Management LLC |
Stamford, CT |
Q3 2020 |
1 |
$10M |
| Castleview Partners, LLC |
Dallas, TX |
Q4 2024 |
581 |
$186M |
| CASTLE WEALTH MANAGEMENT LLC |
West Palm Beach, FL |
Q4 2024 |
118 |
$254M |
| Catalina Capital Group, LLC |
Torrance, CA |
Q4 2024 |
366 |
$304M |
| Catalio Capital Management, LP |
New York, NY |
Q4 2024 |
33 |
$457M |
| Catalys Pacific, LLC |
Tokyo, Japan |
Q4 2024 |
2 |
$116M |
| Catalyst Capital Advisors LLC |
Huntington, NY |
Q4 2024 |
517 |
$4.69B |
| CATALYST FINANCIAL PARTNERS LLC |
Boston, MA |
Q4 2024 |
273 |
$532M |
| Catalyst Funds Management Pty Ltd |
Sydney Nsw, Australia |
Q4 2024 |
296 |
$405M |
| CATALYST PRIVATE WEALTH, LLC |
San Francisco, CA |
Q1 2025 |
78 |
$205M |
| Catalyst Wealth Management, LLC |
Atlanta, GA |
Q1 2023 |
120 |
$107M |
| Catalytic Wealth RIA, LLC |
Cambridge, MA |
Q4 2024 |
289 |
$569M |
| Catamount Wealth Management |
Westport, CT |
Q1 2019 |
184 |
$176M |
| CATAPULT CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015 |
151 |
$265M |
| CATAWBA CAPITAL MANAGEMENT /VA |
Roanoke, VA |
Q2 2018 |
210 |
$425M |
| Catawba River Capital |
Lake Wylie, SC |
Q4 2024 |
18 |
$168M |
| CATHY PARETO & ASSOCIATES, INC |
Coral Gables, FL |
Q1 2025 |
82 |
$113M |
| CAT ROCK CAPITAL MANAGEMENT LP |
Greenwich, CT |
Q4 2024 |
14 |
$765M |
| Catterton Management Company, L.L.C. |
Greenwich, CT |
Q4 2024 |
3 |
$7.98B |
| CAUSEWAY CAPITAL MANAGEMENT LLC |
Los Angeles, CA |
Q4 2024 |
107 |
$4.39B |
| Cavalier Investments, LLC |
Alpharetta, GA |
Q4 2024 |
74 |
$299M |
| Cavalry Management Group, LLC |
San Francisco, CA |
Q3 2024 |
16 |
$22.3M |
| CAXTON ASSOCIATES LP |
New York, NY |
Q4 2024 |
475 |
$3.14B |
| CAXTON CORP |
Princeton, NJ |
Q4 2024 |
15 |
$16.6M |
| CAZ INVESTMENTS LP |
Houston, TX |
Q4 2024 |
32 |
$69.8M |
| CBIZ Investment Advisory Services, LLC |
Independence, OH |
Q4 2024 |
476 |
$2B |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
Radnor, PA |
Q4 2024 |
113 |
$5.65B |
| CCG WEALTH MANAGEMENT, LLC |
San Diego, CA |
Q4 2024 |
68 |
$180M |
| CCLA Investment Management |
London, United Kingdom |
Q4 2024 |
59 |
$6.31B |
| CCM INVESTMENT ADVISERS LLC |
Columbia, SC |
Q1 2025 |
70 |
$815M |
| CCMP Capital, LP |
New York, NY |
Q4 2015 |
3 |
$1.11B |
| CDAM (UK) Ltd |
London, United Kingdom |
Q4 2024 |
10 |
$666M |
| Cedar Brook Financial Partners, LLC |
Cleveland, OH |
Q3 2024 |
3 |
$698K |
| CEDAR CAPITAL, LLC |
Barrington, IL |
Q3 2021 |
54 |
$54.9M |
| CEDAR HILL ASSOCIATES, LLC |
Chicago, IL |
Q4 2018 |
108 |
$261M |
| Cedar Mountain Advisors, LLC |
Lake Oswego, OR |
Q1 2025 |
343 |
$446M |
| Cedar Point Capital Partners, LLC |
Cedar Rapids, IA |
Q4 2024 |
62 |
$148M |
| Cedar Wealth Management, LLC |
Walnut Creek, CA |
Q4 2024 |
192 |
$277M |
| Cederberg Capital Ltd |
London, United Kingdom |
Q4 2024 |
8 |
$295M |
| CEDRUS LLC |
Littleton, CO |
Q3 2024 |
182 |
$270M |
| CEERA INVESTMENTS, LLC |
Bellaire, TX |
Q4 2024 |
98 |
$291M |
| Ceeto Capital Group, LLC |
Coral Gables, FL |
Q4 2024 |
178 |
$272M |
| Centaur Capital Partners, L.P. |
Southlake, TX |
Q3 2018 |
24 |
$54.1M |
| CENTAURUS FINANCIAL, INC. |
Anaheim, CA |
Q4 2024 |
861 |
$1.64B |
| Centennial Bank/AR/ |
Conway, AR |
Q4 2024 |
312 |
$212M |
| Centennial Wealth Advisory LLC |
Traverse City, MI |
Q4 2024 |
141 |
$255M |
| CenterBook Partners LP |
Greenwich, CT |
Q4 2024 |
466 |
$1.67B |
| Centerbridge Partners, L.P. |
New York, NY |
Q4 2024 |
8 |
$468M |
| Center Coast Capital Advisors, LP |
Houston, TX |
Q4 2017 |
45 |
$3.72B |
| Centered Wealth LLC dba Miller Equity Capital Advisors |
Irving, TX |
Q4 2024 |
56 |
$262M |
| Center For Asset Management LLC |
Palm Beach Gardens, FL |
Q4 2024 |
118 |
$154M |
| Center for Financial Planning, Inc. |
Southfied, MI |
Q4 2024 |
675 |
$749M |
| Center Lake Capital Management, LLC |
West Palm Beach, FL |
Q3 2024 |
8 |
$45.8M |
| Centerline Investment Partners, LP |
New York, NY |
Q3 2014 |
31 |
$108M |
| Centerline Wealth Advisors, LLC |
Louisville, KY |
Q4 2024 |
35 |
$171M |
| Centerpoint Advisors, LLC |
Needham, MA |
Q4 2024 |
445 |
$286M |
| Centerpoint Advisory Group |
Overland Park, KS |
Q4 2024 |
88 |
$103M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
Conshohocken, PA |
Q4 2024 |
75 |
$9.48B |
| CenterStar Asset Management, LLC |
Chicago, IL |
Q1 2025 |
75 |
$69.7M |
| CenterStar Fund, LLC |
Chicago, IL |
Q4 2016 |
1569 |
$159K |
| Centerstone Investors, LLC |
New York, NY |
Q4 2024 |
28 |
$107M |
| Centiva Capital, LP |
New York, NY |
Q4 2024 |
1238 |
$2.63B |
| Central Asset Investments & Management Holdings (HK) Ltd |
Hong Kong, Hong Kong |
Q4 2024 |
76 |
$163M |
| CENTRAL BANK & TRUST CO |
Lexington, KY |
Q1 2025 |
181 |
$599M |
| Central Pacific Bank - Trust Division |
Honolulu, HI |
Q1 2025 |
846 |
$723M |
| CENTRAL SECURITIES CORP |
New York, NY |
Q4 2024 |
28 |
$1.04B |
| Central Square Management LLC |
Naperville, IL |
Q3 2016 |
29 |
$56.6M |
| CENTRAL TRUST Co |
Jefferson City, MO |
Q1 2025 |
1441 |
$4.07B |
| CENTRAL VALLEY ADVISORS, LLC |
Sacramento, CA |
Q1 2025 |
123 |
$264M |
| Centre Asset Management, LLC |
New York, NY |
Q1 2025 |
70 |
$389M |
| Centricity Wealth Management, LLC |
Westerville, OH |
Q1 2025 |
449 |
$110M |
| Centric Wealth Management |
Chicago, IL |
Q4 2024 |
166 |
$370M |
| Centurion Wealth Management LLC |
Mclean, VA |
Q1 2025 |
214 |
$317M |
| Century Capital Management, LLC |
Boston, MA |
Q2 2017 |
209 |
$581M |
| CenturyLink Investment Management Co |
Denver, CO |
Q4 2022 |
1 |
$44.3M |
| Cerberus Capital Management, L.P. |
New York, NY |
Q4 2024 |
4 |
$3.43B |
| Cercano Management LLC |
Bellevue, WA |
Q4 2024 |
174 |
$3.93B |
| Cerebellum GP, LLC |
San Francisco, CA |
Q3 2020 |
377 |
$21.5M |
| Ceredex Value Advisors LLC |
Orlando, FL |
Q4 2024 |
160 |
$4.96B |
| Cerity Partners LLC |
New York, NY |
Q4 2024 |
2415 |
$46B |
| Cerity Partners OCIO LLC |
New York, NY |
Q4 2024 |
24 |
$1.51B |
| Ceros Financial Services Inc. |
Rockville, MD |
Q1 2019 |
185 |
$301M |
| Cerro Pacific Wealth Advisors LLC |
San Luis Obispo, CA |
Q1 2025 |
163 |
$302M |
| Certares Management LLC |
New York, NY |
Q4 2024 |
1 |
$25.3M |
| Certified Advisory Corp |
Altamonte Springs, FL |
Q4 2024 |
297 |
$921M |
| CERTIOR FINANCIAL GROUP, LLC |
King Of Prussia, PA |
Q4 2024 |
118 |
$113M |
| CERTUITY, LLC |
North Palm Beach, FL |
Q4 2024 |
383 |
$918M |
| Certus Wealth Management, LLC |
Redwood City, CA |
Q4 2024 |
57 |
$149M |
| Cetera Investment Advisers |
Schaumburg, IL |
Q4 2024 |
3725 |
$47.8B |
| Cetera Trust Company, N.A |
St. Paul, MN |
Q1 2025 |
373 |
$157M |
| Cevian Capital II GP LTD |
St. Helier, Jersey |
Q4 2024 |
3 |
$2.58B |
| CF Capital LLC |
Cohasset, MA |
Q4 2024 |
46 |
$92.9M |
| CFC Planning Co LLC |
Cicero, IN |
Q4 2024 |
61 |
$93.4M |
| CFM WEALTH PARTNERS LLC |
Austin, TX |
Q4 2024 |
139 |
$593M |
| CFO4Life Group, LLC |
Coppell, TX |
Q4 2024 |
219 |
$569M |
| CFO4Life, L.P. |
Coppell, TX |
Q4 2022 |
176 |
$471M |
| CFS Investment Advisory Services, LLC |
Totowa, NJ |
Q4 2024 |
294 |
$1.12B |
| CFS, LLC |
Oklahoma City, OK |
Q3 2016 |
1 |
$210K |
| CG Asset Management LLC |
New York, NY |
Q4 2016 |
138 |
$268M |
| CGC Financial Services, LLC |
Lake Oswego, OR |
Q1 2025 |
337 |
$253M |
| CGM TRUST |
Boston, Ma 02110, MA |
Q3 2020 |
46 |
$957M |
| CGN Advisors LLC |
Manhattan, KS |
Q1 2025 |
289 |
$1.02B |
| CGOV Asset Management |
Toronto, Ontario, Canada |
Q1 2018 |
49 |
$1.73B |
| CHAI TRUST CO LLC |
Chicago, IL |
Q4 2024 |
12 |
$1.86B |
| Challenger Wealth Management |
Aliso Viejo, CA |
Q4 2024 |
109 |
$116M |
| Champlain Investment Partners, LLC |
Burlington, VT |
Q4 2024 |
133 |
$15.8B |
| Chancellor Financial Group WB LP |
Wilkes Barre, PA |
Q4 2024 |
128 |
$124M |
| Chandler Asset Management, Inc. |
San Diego, CA |
Q4 2024 |
26 |
$523M |
| Chaney Capital Management, Inc. |
Lynnwood, WA |
Q4 2024 |
37 |
$211M |
| CHANNEL WEALTH LLC |
Santa Barbara, CA |
Q1 2025 |
167 |
$322M |
| Channing Capital Management, LLC |
Chicago, IL |
Q4 2024 |
107 |
$3.75B |
| CHANNING GLOBAL ADVISORS, LLC |
Miami, FL |
Q4 2024 |
50 |
$150M |
| Chanos & Co LP |
New York, NY |
Q3 2023 |
66 |
$318M |
| Chan Zuckerberg Initiative, LLC |
Redwood City, CA |
Q4 2024 |
3 |
$372M |
| CHAPIN DAVIS, INC. |
Baltimore, MD |
Q4 2024 |
231 |
$302M |
| CHAPMAN FINANCIAL GROUP, LLC |
Kailua, HI |
Q4 2024 |
219 |
$125M |
| Chapman Investment Management, LLC |
San Anselmo, CA |
Q4 2024 |
29 |
$134M |
| Chapwood Capital Investment Management, LLC |
Plano, TX |
Q4 2019 |
70 |
$99.3M |
| Charis Legacy Partners, LLC |
Bryan, TX |
Q1 2025 |
26 |
$52.8M |
| Charles Carroll Financial Partners, LLC |
Kingston, MA |
Q4 2023 |
38 |
$93M |
| Charles-Lim Capital Ltd |
Central, Hong Kong |
Q4 2024 |
6 |
$399M |
| Charles River XIII GP, LLC |
Cambridge, MA |
Q2 2015 |
1 |
$115M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
San Francisco, CA |
Q4 2024 |
3493 |
$542B |
| Charles Schwab Trust Bank |
Henderson, NV |
Q4 2024 |
1 |
$137M |
| Charles Schwab Trust Co |
Henderson, NV |
Q1 2025 |
166 |
$1.19B |
| CHARLES STEWART MOTT FOUNDATION |
Flint, MI |
Q3 2016 |
2 |
$4.73M |
| Charter Oak Advisors LP |
New York City, NY |
Q4 2024 |
14 |
$156M |
| Charter Oak Capital Management, LLC |
Portsmouth, NH |
Q1 2025 |
193 |
$1.09B |
| Charter Oak Partners Management, L.P. |
Westport, CT |
Q3 2014 |
30 |
$133M |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. |
Southport, CT |
Q4 2024 |
79 |
$131M |
| CHARTIST INC /CA/ |
Seal Beach, CA |
Q4 2024 |
25 |
$110M |
| CHARTWELL INVESTMENT PARTNERS/PA |
Berwyn, PA |
Q1 2014 |
341 |
$4.92B |
| CHASE INVESTMENT COUNSEL CORP |
Charlottesville, VA |
Q4 2024 |
134 |
$311M |
| CHATHAM CAPITAL GROUP, INC. |
Savannah, GA |
Q1 2025 |
194 |
$599M |
| Chautauqua Capital Management |
Boulder, CO |
Q4 2015 |
26 |
$317M |
| CHB Investment Group, LLC |
New Hope, PA |
Q1 2025 |
74 |
$188M |
| Checchi Capital Advisers, LLC |
Beverly Hills, CA |
Q4 2024 |
559 |
$1.34B |
| CHECK CAPITAL MANAGEMENT INC/CA |
Costa Mesa, CA |
Q4 2024 |
53 |
$1.51B |
| Checkpoint Capital L.P. |
San Francisco, CA |
Q4 2024 |
16 |
$196M |
| CHELSEA COUNSEL CO |
Los Angeles, CA |
Q4 2024 |
196 |
$194M |
| CHEMICAL BANK |
Detroit, MI |
Q2 2019 |
346 |
$881M |
| Chemistry Wealth Management LLC |
New York, NY |
Q1 2025 |
185 |
$430M |
| CHEMUNG CANAL TRUST CO |
Elmira, NY |
Q4 2024 |
124 |
$480M |
| Cherry Creek Investment Advisors, Inc. |
Englewood, CO |
Q4 2024 |
110 |
$203M |
| CHERRYDALE WEALTH MANAGEMENT, LLC |
Hoboken, NJ |
Q1 2025 |
73 |
$253M |
| Cherry Tree Wealth Management, LLC |
Minnetonka, MN |
Q4 2024 |
644 |
$404M |
| CHESAPEAKE ASSET MANAGEMENT LLC |
New York, NY |
Q4 2019 |
44 |
$59M |
| CHESAPEAKE CAPITAL CORP /IL/ |
Tampa, FL |
Q4 2024 |
165 |
$98.5M |
| Chesapeake Wealth Management |
Williamsburg, VA |
Q4 2024 |
159 |
$292M |
| Chescapmanager LLC |
Baltimore, MD |
Q4 2024 |
24 |
$550M |
| Chesley Taft & Associates LLC |
Chicago, IL |
Q1 2025 |
330 |
$2.07B |
| Chessman Wealth Strategies RIA |
Dallas, TX |
Q4 2019 |
1 |
$211K |
| Cheviot Value Management, LLC |
Beverly Hills, CA |
Q4 2024 |
70 |
$522M |
| Chevy Chase Trust Holdings, LLC |
Bethesda, MD |
Q4 2024 |
633 |
$32.8B |
| Cheyne Capital Management (UK) LLP |
London, United Kingdom |
Q4 2023 |
15 |
$27.9M |
| CHI Advisors LLC |
New York, NY |
Q3 2023 |
28 |
$238M |
| Chicago Capital, LLC |
Chicago, IL |
Q1 2025 |
339 |
$3.54B |
| Chicago Capital Management, LLC |
Chicago, IL |
Q4 2024 |
48 |
$127M |
| CHICAGO EQUITY PARTNERS LLC |
Chicago, IL |
Q1 2020 |
647 |
$993M |
| Chicago Partners Investment Group LLC |
Chicago, IL |
Q4 2024 |
845 |
$3.01B |
| CHICAGO TRUST Co NA |
Grayslake, IL |
Q1 2025 |
344 |
$534M |
| Chicago Wealth Management, Inc. |
Chicago, IL |
Q4 2024 |
50 |
$193M |
| CHICKASAW CAPITAL MANAGEMENT LLC |
Memphis, TN |
Q1 2025 |
94 |
$2.6B |
| Chico Wealth RIA |
Chico, CA |
Q4 2024 |
30 |
$114M |
| CHILDRESS CAPITAL ADVISORS, LLC |
Houston, TX |
Q4 2024 |
215 |
$358M |
| CHILTON CAPITAL MANAGEMENT LLC |
Houston, TX |
Q4 2024 |
547 |
$2.37B |
| CHILTON INVESTMENT CO INC. |
Stamford, CT |
Q4 2024 |
189 |
$3.89B |
| Chimera Capital Management LLC |
New York, NY |
Q1 2023 |
64 |
$210M |
| China Universal Asset Management Co., Ltd. |
Shanghai, China |
Q4 2024 |
496 |
$1.07B |
| Chinook Capital Management |
Lake Oswego, OR |
Q4 2013 |
50 |
$75.6M |
| CHIRON CAPITAL MANAGEMENT, LLC |
Tallahassee, FL |
Q4 2024 |
113 |
$106M |
| Chiron Investment Management, LLC |
New York, NY |
Q4 2024 |
86 |
$300M |
| Choate Investment Advisors |
Boston, MA |
Q4 2024 |
402 |
$4.16B |
| Choice Wealth Advisors, LLC |
Waterville, ME |
Q1 2025 |
29 |
$192M |
| Chokshi & Queen Wealth Advisors, Inc |
San Diego, CA |
Q4 2024 |
48 |
$161M |
| CHOREO, LLC |
Minneapolis, MN |
Q4 2024 |
1609 |
$6.91B |
| Chou Associates Management Inc. |
Toronto, Ontario, Canada |
Q4 2024 |
31 |
$145M |
| Chris Bulman Inc |
Roseville, CA |
Q1 2025 |
121 |
$158M |
| Christensen, King & Associates Investment Services, Inc. |
Richland, WA |
Q1 2025 |
97 |
$211M |
| Christian Investment Advisors, Inc. |
New Braunfels, TX |
Q1 2025 |
12 |
$144M |
| Christopher J. Hasenberg, Inc |
Eau Claire, WI |
Q4 2024 |
189 |
$248M |
| Chronos Wealth Management, LLC |
Clearwater, FL |
Q1 2025 |
37 |
$186M |
| CHUBB CORP |
Warren, NJ |
Q4 2015 |
70 |
$1.24B |
| Chubb Ltd |
Zurich, Switzerland |
Q4 2022 |
3 |
$29.9M |
| Chung Wu Investment Group, LLC |
Sugar Land, TX |
Q4 2024 |
77 |
$99.3M |
| CHURCHILL MANAGEMENT Corp |
Los Angeles, CA |
Q4 2024 |
149 |
$9.16B |
| CIBC Asset Management Inc |
Toronto, Ontario, Canada |
Q4 2024 |
1218 |
$30.5B |
| CIBC BANK USA |
Chicago, IL |
Q4 2019 |
270 |
$755M |
| CIBC Capital Markets (Europe) S.A. |
Luxembourg, Luxembourg |
Q4 2024 |
10 |
$72.9M |
| CIBC Private Wealth Group LLC |
Atlanta, GA |
Q4 2024 |
2961 |
$55.1B |
| CIBC WORLD MARKET INC. |
Toronto, Ontario, Canada |
Q4 2024 |
1265 |
$43.5B |
| CIBC WORLD MARKETS CORP |
New York, NY |
Q4 2024 |
1313 |
$17B |
| CIBRA Capital Ltd |
London, United Kingdom |
Q4 2024 |
20 |
$132M |
| CIC Wealth, LLC |
Rockville, MD |
Q3 2024 |
176 |
$387M |
| CIDEL ASSET MANAGEMENT INC |
Toronto, Ontario, Ontario, Canada |
Q4 2024 |
340 |
$1.48B |
| Cider Mill Investments LP |
Greenwich, CT |
Q1 2019 |
24 |
$72.2M |
| CIF Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2021 |
9 |
$85.2M |
| CIGNA INVESTMENTS INC /NEW |
Bloomfield, CT |
Q4 2024 |
455 |
$568M |
| CIGOGNE MANAGEMENT SA |
Luxembourg, Luxembourg |
Q4 2024 |
55 |
$126M |
| CI INVESTMENTS INC. |
Toronto, Ontario, Canada |
Q4 2024 |
1288 |
$26.5B |
| CIM INVESTMENT MANAGEMENT INC |
Pittsburgh, PA |
Q4 2024 |
249 |
$342M |
| CIM, LLC |
Albany, NY |
Q4 2024 |
165 |
$702M |
| CINCINNATI CASUALTY CO |
Fairfield, OH |
Q4 2024 |
24 |
$179M |
| CINCINNATI FINANCIAL CORP |
Fairfield, OH |
Q4 2024 |
50 |
$4.56B |
| CINCINNATI INDEMNITY CO |
Fairfield, OH |
Q4 2024 |
10 |
$40.2M |
| CINCINNATI INSURANCE CO |
Fairfield, OH |
Q4 2024 |
60 |
$5.66B |
| CINCINNATI LIFE INSURANCE CO |
Fairfield, OH |
Q4 2024 |
1 |
$573K |
| Cincinnati Specialty Underwriters Insurance CO |
Fairfield, OH |
Q4 2024 |
37 |
$364M |
| Cinctive Capital Management LP |
New York, NY |
Q4 2024 |
325 |
$1.86B |
| CINQUE PARTNERS LLC |
Los Angeles, CA |
Q4 2015 |
21 |
$8.85M |
| Ciovacco Capital Management LLC |
Atlanta, GA |
Q4 2024 |
20 |
$175M |
| Cipher Capital LP |
New York, NY |
Q1 2024 |
411 |
$216M |
| Circle Wealth Management, LLC |
Summit, NJ |
Q4 2024 |
214 |
$4.68B |
| Circumference Group LLC |
Little Rock, AR |
Q4 2024 |
25 |
$107M |
| CISCO SYSTEMS, INC. |
San Jose, CA |
Q1 2025 |
2 |
$244M |
| CITADEL ADVISORS LLC |
Miami, FL |
Q4 2024 |
5905 |
$108B |
| Citadel Investment Advisory, Inc. |
Chesterland, OH |
Q1 2025 |
82 |
$204M |
| CITIGROUP INC |
New York, NY |
Q4 2024 |
4939 |
$104B |
| Citizens Business Bank |
Ontario, CA |
Q4 2024 |
196 |
$514M |
| CITIZENS FINANCIAL GROUP INC/RI |
Providence, RI |
Q4 2024 |
578 |
$5.13B |
| Citizens National Bank Trust Department |
Meridian, MS |
Q4 2024 |
351 |
$473M |
| CITIZENS & NORTHERN CORP |
Wellsboro, PA |
Q4 2024 |
126 |
$365M |
| Citrine Capital LLC |
San Francisco, CA |
Q4 2024 |
36 |
$136M |
| City Center Advisors, LLC |
Troy, MI |
Q1 2025 |
151 |
$85.6M |
| City Financial Investment Co Ltd |
London, United Kingdom |
Q4 2018 |
120 |
$555M |
| CITY HOLDING CO |
Charleston, WV |
Q1 2025 |
609 |
$710M |
| CITY NATIONAL BANK OF FLORIDA /MSD |
Miami, FL |
Q4 2024 |
117 |
$110M |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
London, United Kingdom |
Q4 2024 |
86 |
$1.01B |
| City State Bank |
Norwalk, IA |
Q1 2025 |
752 |
$303M |
| C-J Advisory, Inc. |
San Jose, CA |
Q3 2021 |
34 |
$189M |
| CJM Wealth Advisers, Ltd. |
Falls Church, VA |
Q1 2025 |
67 |
$283M |
| CKW FINANCIAL GROUP |
Honolulu, HI |
Q4 2024 |
233 |
$813M |
| Claar Advisors LLC |
New York, NY |
Q4 2024 |
20 |
$309M |
| Cladis Investment Advisory, LLC |
Billings, MT |
Q4 2024 |
131 |
$141M |
| Clal Insurance Enterprises Holdings Ltd |
Tel Aviv, Israel |
Q4 2024 |
183 |
$11.1B |
| Claraphi Advisory Network, LLC |
Aliso Viejo, US |
Q4 2022 |
157 |
$251M |
| Clare Market Investments LLC |
Dallas, TX |
Q1 2025 |
133 |
$379M |
| Claremont Financial Group, Inc. |
Claremont, CA |
Q1 2022 |
33 |
$23.4M |
| Clarendon Private LLC |
Boston, MA |
Q4 2024 |
101 |
$95.5M |
| Claren Road Asset Management, LLC |
New York, NY |
Q3 2017 |
1 |
$891K |
| Claret Asset Management Corp |
Montreal, Quebec, Canada |
Q4 2024 |
306 |
$633M |
| CLARIS ADVISORS, LLC / MO / |
St. Louis, MO |
Q1 2025 |
74 |
$268M |
| Clarity Asset Management, Inc. |
Ames, IA |
Q4 2024 |
215 |
$154M |
| Clarity Capital Advisors, LLC |
Lakewood Ranch, FL |
Q1 2025 |
82 |
$152M |
| Clarity Capital Partners LLC |
Newport Beach, CA |
Q4 2024 |
130 |
$193M |
| Clarity Financial LLC |
Houston, TX |
Q4 2024 |
117 |
$836M |
| Clarity Wealth Advisors, LLC |
San Jose, CA |
Q4 2024 |
94 |
$367M |
| Clarity Wealth Development LLC |
Corvallis, OR |
Q4 2024 |
46 |
$92.1M |
| Clarius Group, LLC |
Seattle, WA |
Q1 2025 |
482 |
$1.59B |
| Clark Asset Management, LLC |
Stratham, NH |
Q4 2024 |
138 |
$535M |
| Clark Capital Management Group, Inc. |
Philadelphia, PA |
Q4 2024 |
413 |
$14.3B |
| CLARK ESTATES INC/NY |
New York, NY |
Q4 2024 |
92 |
$517M |
| CLARK FINANCIAL SERVICES GROUP INC /BD |
Chesterfield, MO |
Q4 2024 |
81 |
$131M |
| Clarkston Capital Partners, LLC |
Bloomfield Hills, MI |
Q4 2024 |
161 |
$5.22B |
| Clark & Stuart, Inc |
Portland, ME |
Q4 2024 |
43 |
$137M |
| Claro Advisors LLC |
Boston, MA |
Q4 2024 |
485 |
$739M |
| Clarus Group, Inc. |
Houston, TX |
Q4 2024 |
102 |
$281M |
| Clarus Wealth Advisors |
Peoria, AZ |
Q1 2025 |
88 |
$187M |
| Claybrook Capital, LLC |
Wellesley, MA |
Q3 2023 |
135 |
$171M |
| Clay Northam Wealth Management, LLC |
Huntington Beach, CA |
Q4 2024 |
92 |
$155M |
| Clayton, Dubilier & Rice, LLC |
New York, NY |
Q4 2024 |
3 |
$193M |
| Clayton Financial Group LLC |
St. Louis, MO |
Q1 2025 |
119 |
$273M |
| Clayton Partners LLC |
Berkeley, CA |
Q4 2024 |
39 |
$145M |
| Clean Energy Transition LLP |
London, United Kingdom |
Q4 2024 |
15 |
$976M |
| Clean Yield Group |
Norwich, VT |
Q1 2025 |
444 |
$307M |
| ClearAlpha Technologies LP |
Greenwich, CT |
Q4 2024 |
86 |
$117M |
| CLEARARC CAPITAL INC |
Cincinnati, OH |
Q4 2019 |
300 |
$257M |
| Clearbridge Investments, LLC |
New York, NY |
Q4 2024 |
716 |
$123B |
| ClearBridge Investments Ltd |
Sydney, Australia |
Q4 2024 |
27 |
$3.81B |
| CLEARBRIDGE, LLC |
Baltimore, MD |
Q4 2018 |
88 |
$329M |
| Clear Creek Financial Management, LLC |
Silverdale, WA |
Q4 2024 |
468 |
$925M |
| CLEARFIELD CAPITAL MANAGEMENT LP |
New York, NY |
Q4 2024 |
18 |
$178M |
| Clear Harbor Asset Management, LLC |
Stamford, CT |
Q4 2024 |
374 |
$1.24B |
| CLEAR INVESTMENT RESEARCH, LLC |
Alpharetta, GA |
Q4 2024 |
225 |
$75.4M |
| CLEARLAKE CAPITAL GROUP, L.P. |
Santa Monica, CA |
Q4 2024 |
6 |
$1.23B |
| Clearline Capital LP |
New York, NY |
Q4 2024 |
94 |
$755M |
| Clear Perspective Advisors, LLC |
Aurora, IL |
Q4 2021 |
181 |
$329M |
| Clear Perspectives Financial Planning, LLC |
Cincinnati, OH |
Q1 2023 |
196 |
$178M |
| Clear Point Advisors Inc. |
Melville, NY |
Q4 2024 |
105 |
$117M |
| Clear Rock Advisors, LLC |
Kerrville, TX |
Q2 2024 |
70 |
$234M |
| Clearshares LLC |
New York, NY |
Q4 2021 |
38 |
$133M |
| Clearstead Advisors, LLC |
Cleveland, OH |
Q4 2024 |
2087 |
$6.57B |
| Clearstead Trust, LLC |
Portland, ME |
Q4 2024 |
430 |
$463M |
| Clear Street Derivatives LLC |
New York, NY |
Q4 2024 |
73 |
$7.48B |
| CLEAR STREET LLC |
New York, NY |
Q4 2024 |
495 |
$5.05B |
| Clearview Wealth Advisors LLC |
Salem, OR |
Q4 2024 |
95 |
$132M |
| Clearwater Capital Advisors, LLC |
Hoffman Estates, IL |
Q4 2024 |
171 |
$1.02B |
| Cleary Gull Holdings Inc. |
Milwaukee, WI |
Q1 2016 |
90 |
$148M |
| CLG LLC |
Long Beach, CA |
Q4 2024 |
117 |
$280M |
| CLIENT 1ST ADVISORY GROUP, LLC |
Dunedin, FL |
Q4 2024 |
130 |
$260M |
| Client First Capital LLC |
San Diego, CA |
Q4 2024 |
19 |
$195M |
| Client First Investment Management LLC |
West Bend, WI |
Q1 2025 |
14 |
$147M |
| Clientfirst Wealth Management, LLC |
Little Rock, AR |
Q4 2024 |
47 |
$98.9M |
| CLIFFORD CAPITAL PARTNERS LLC |
Alpine, UT |
Q4 2024 |
47 |
$482M |
| Clifford Group, LLC |
Wayland, MA |
Q4 2024 |
75 |
$131M |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
Pasadena, CA |
Q4 2024 |
305 |
$2.78B |
| Cliffwater LLC |
Marina Del Rey, CA |
Q4 2024 |
19 |
$409M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
Minneapolis, MN |
Q1 2025 |
194 |
$5.36B |
| CLIFTON PARK CAPITAL MANAGEMENT, LLC |
Wilmington, DE |
Q4 2015 |
18 |
$881M |
| Climber Capital SA |
Nyon, Switzerland |
Q4 2024 |
52 |
$117M |
| CLINTON GROUP INC |
New York, NY |
Q3 2018 |
180 |
$279M |
| Clio Asset Management LLC |
Charlottesville, VA |
Q4 2024 |
16 |
$136M |
| Close Asset Management Ltd |
London, United Kingdom |
Q4 2024 |
242 |
$3.55B |
| CloudAlpha Capital Management Limited/Hong Kong |
Hong Kong, Hong Kong |
Q4 2024 |
24 |
$481M |
| CLOUGH CAPITAL PARTNERS L P |
Boston, MA |
Q4 2024 |
118 |
$874M |
| CLOVERFIELDS CAPITAL GROUP, LP |
Minneapolis, MN |
Q4 2024 |
94 |
$311M |
| Clover Partners, L.P. |
Dallas, TX |
Q3 2019 |
27 |
$43.1M |
| CLUNE & ASSOCIATES, LTD. |
Chicago, IL |
Q4 2024 |
136 |
$301M |
| C M BIDWELL & ASSOCIATES LTD |
Honolulu, HI |
Q4 2024 |
485 |
$164M |
| CMC Financial Group |
Atlanta, GA |
Q1 2025 |
32 |
$44.2M |
| CMG Global Holdings, LLC |
Plano, TX |
Q4 2024 |
91 |
$181M |
| CMH Wealth Management LLC |
Portsmouth, NH |
Q1 2025 |
55 |
$399M |
| CM Management, LLC |
Gulf Breeze, FL |
Q4 2024 |
58 |
$112M |
| CMT Asset Management Ltd |
Chicago, IL |
Q1 2019 |
1 |
$1.02M |
| CMT Capital Markets Trading GmbH |
Frankfurt, Germany |
Q4 2024 |
61 |
$168M |
| CM WEALTH ADVISORS LLC |
Beachwood, OH |
Q4 2024 |
84 |
$306M |
| CNA FINANCIAL CORP |
Chicago, IL |
Q4 2024 |
14 |
$161M |
| CNB Bank |
Clearfield, PA |
Q4 2024 |
503 |
$215M |
| CNO Financial Group, Inc. |
Carmel, IN |
Q3 2023 |
5 |
$22.8M |
| Coalescence Partners Investment Management, LP |
New York, NY |
Q4 2024 |
15 |
$263M |
| Coann Capital LLC |
Westport, CT |
Q4 2022 |
19 |
$210M |
| Coastal Bridge Advisors, LLC |
Westport, CT |
Q4 2024 |
163 |
$397M |
| COASTAL INVESTMENT MANAGEMENT, L.P. |
Los Angeles, CA |
Q3 2021 |
12 |
$71.8M |
| Coastline Trust Co |
Providence, RI |
Q4 2024 |
428 |
$854M |
| Coastwise Capital Group, LLC |
La Jolla, CA |
Q4 2024 |
122 |
$125M |
| COATUE MANAGEMENT LLC |
New York, NY |
Q4 2024 |
68 |
$29.7B |
| COBALT CAPITAL MANAGEMENT, INC. |
Short Hills, NJ |
Q4 2024 |
27 |
$241M |
| Cobble Hill Financial Services, INC |
Moorestown, NJ |
Q3 2014 |
53 |
$541M |
| Cobblestone Asset Management LLC |
Richmond, VA |
Q4 2024 |
52 |
$153M |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
Rochester, NY |
Q4 2024 |
294 |
$1.83B |
| COBIZ WEALTH, LLC |
Denver, CO |
Q2 2019 |
111 |
$503M |
| Code Waechter LLC |
Tampa, FL |
Q4 2024 |
101 |
$115M |
| Codex Capital Asset Management L.L.C. |
Dallas, TX |
Q4 2024 |
35 |
$221M |
| Codex Capital, L.L.C. |
New York, NY |
Q1 2024 |
35 |
$193M |
| Coe Capital Management, LLC |
Highland Park, IL |
Q2 2021 |
109 |
$106M |
| COERENTE CAPITAL MANAGEMENT |
Toronto, Ontario, Canada |
Q1 2025 |
38 |
$513M |
| CogentBlue Wealth Advisors, LLC |
Knoxville, TN |
Q1 2025 |
67 |
$114M |
| COGHILL CAPITAL MANAGEMENT LLC |
Chicago, IL |
Q3 2014 |
1 |
$3.63M |
| COGNIOS BETA NEUTRAL LARGE CAP FUND, LP |
Prairie Village, KS |
Q1 2024 |
99 |
$76.7M |
| Cohalo Advisory LLC |
Snoqualmie, WA |
Q4 2024 |
8 |
$1.17M |
| Cohen Capital Management, Inc. |
Corte Madera, CA |
Q4 2024 |
150 |
$599M |
| Cohen & Co Financial Management, LLC |
New York, NY |
Q3 2023 |
8 |
$16.2M |
| Cohen Investment Advisors LLC |
Bedford, NH |
Q4 2024 |
77 |
$166M |
| Cohen Klingenstein LLC |
New York, NY |
Q1 2025 |
208 |
$2.76B |
| COHEN LAWRENCE B |
Boston, MA |
Q4 2023 |
6 |
$2.06M |
| COHEN & STEERS, INC. |
New York, NY |
Q4 2024 |
409 |
$52.8B |
| Coho Partners, Ltd. |
Berwyn, PA |
Q4 2024 |
39 |
$2.17B |
| Coign Capital Advisors LLC |
Draper, UT |
Q4 2024 |
74 |
$109M |
| COLDSTREAM CAPITAL MANAGEMENT INC |
Bellevue, WA |
Q4 2024 |
1063 |
$4.69B |
| Coleford Investment Management Ltd. |
Toronto, Ontario, Canada (Federal Level) |
Q4 2024 |
20 |
$379M |
| Coliseum Capital Management, LLC |
Rowayton, CT |
Q4 2024 |
14 |
$1.21B |
| Collaborative Wealth Managment Inc. |
Lake Mary, FL |
Q4 2024 |
178 |
$220M |
| Collar Capital Management, LLC |
Appleton, WI |
Q4 2024 |
75 |
$120M |
| COLLECTIVE FAMILY OFFICE LLC |
York, PA |
Q1 2025 |
157 |
$370M |
| Collier Financial |
Denver, CO |
Q1 2025 |
126 |
$118M |
| Colonial River Wealth Management, LLC |
Midlothian, VA |
Q4 2024 |
205 |
$207M |
| Colonial Trust Advisors |
Spartanburg, SC |
Q4 2024 |
675 |
$1.13B |
| Colonial Trust Co / SC |
Spartanburg, SC |
Q4 2024 |
1321 |
$673M |
| Colony Family Offices, LLC |
Charlotte, NC |
Q4 2024 |
78 |
$318M |
| Colony Group, LLC |
Boston, MA |
Q4 2024 |
1831 |
$37.6B |
| COLONY GROUP LLC |
Boston, MA |
Q3 2023 |
788 |
$6.64B |
| Colorado Capital Management, Inc. |
Boulder, CO |
Q1 2025 |
96 |
$215M |
| COLRAIN CAPITAL LLC |
Boston, MA |
Q4 2024 |
27 |
$102M |
| COLTON GROOME FINANCIAL ADVISORS, LLC |
Asheville, NC |
Q4 2024 |
119 |
$262M |
| Coltrane Asset Management L.P. |
New York, NY |
Q3 2021 |
4 |
$9.89M |
| COLUMBIA ADVISORY PARTNERS LLC |
Spokane, WA |
Q1 2025 |
72 |
$115M |
| Columbia Asset Management |
Ann Arbor, MI |
Q1 2025 |
178 |
$492M |
| COLUMBIA CAPITAL LLC |
Fullerton, CA |
Q4 2014 |
94 |
$91M |
| Columbia Pacific Advisors, LLC |
Seattle, WA |
Q3 2019 |
3 |
$31M |
| COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT |
Alexandria, VA |
Q4 2018 |
114 |
$257M |
| Columbia River Financial Group, LLC |
Vancouver, WA |
Q4 2024 |
53 |
$146M |
| Columbia Trust Co 01012016 |
Portland, OR |
Q4 2023 |
145 |
$221M |
| COLUMBUS CIRCLE INVESTORS |
Stamford, CT |
Q4 2020 |
126 |
$2.28B |
| Columbus Hill Capital Management, L.P. |
Short Hills, NJ |
Q4 2024 |
23 |
$519M |
| Columbus Macro, LLC |
Neshannock, PA |
Q1 2025 |
201 |
$755M |
| COLUMBUS POINT LLP |
London, United Kingdom |
Q3 2021 |
18 |
$210M |
| Column Capital Advisors, LLC |
Indianapolis, IN |
Q3 2023 |
818 |
$478M |
| Column Group LLC |
San Francisco, CA |
Q4 2024 |
5 |
$55.7M |
| COMERICA BANK |
Dallas, TX |
Q4 2024 |
3670 |
$24.8B |
| COMERICA SECURITIES INC |
Detroit, MI |
Q4 2018 |
398 |
$756M |
| COMERICA SECURITIES,INC. |
Detroit, MI |
Q3 2023 |
448 |
$1.2B |
| COMGEST GLOBAL INVESTORS S.A.S. |
Paris, France |
Q4 2024 |
60 |
$6.1B |
| COMMERCE BANK |
Kansas City, MO |
Q4 2024 |
1177 |
$16.2B |
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
Frankfurt, Germany |
Q4 2024 |
334 |
$4.15B |
| COMMODORE CAPITAL LP |
New York, NY |
Q4 2024 |
31 |
$1.36B |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS |
Wilton, CT |
Q4 2024 |
23 |
$888M |
| COMMONS CAPITAL, LLC |
Needham, MA |
Q4 2024 |
92 |
$110M |
| Commonwealth Equity Services, Inc |
Waltham, MA |
Q3 2017 |
2560 |
$16.7B |
| COMMONWEALTH EQUITY SERVICES, LLC |
Waltham, MA |
Q4 2024 |
4086 |
$68.4B |
| Commonwealth Financial Services, LLC |
Parkersburg, WV |
Q4 2024 |
192 |
$510M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
Harrisburg, PA |
Q4 2024 |
1607 |
$16.1B |
| Commonwealth Retirement Investments LLC |
Richmond, VA |
Q4 2024 |
99 |
$243M |
| Community Bank, N.A. |
Dewitt, NY |
Q4 2024 |
389 |
$780M |
| Community Bank of Raymore |
Raymore, MO |
Q4 2024 |
74 |
$127M |
| Community Bank & Trust, Waco, Texas |
Waco, TX |
Q4 2024 |
140 |
$432M |
| Community Capital Management, LLC |
Plantation, FL |
Q3 2023 |
51 |
$61.5M |
| Community Financial Services Group, LLC |
Newport, VT |
Q4 2024 |
119 |
$505M |
| COMMUNITY FINANCIAL SYSTEM, INC. |
Dewitt, NY |
Q3 2014 |
376 |
$457M |
| COMMUNITY TRUST & INVESTMENT CO |
Versailles, KY |
Q1 2025 |
131 |
$1.56B |
| Compagnie Lombard Odier SCmA |
1204 Geneva, Switzerland |
Q1 2025 |
464 |
$8.15B |
| Compass Advisory Group LLC |
Melville, NY |
Q4 2024 |
73 |
$279M |
| COMPASS CAPITAL CORP /MA/ /ADV |
Braintree, MA |
Q4 2024 |
201 |
$253M |
| COMPASS CAPITAL MANAGEMENT, INC |
Minneapolis, MN |
Q1 2025 |
35 |
$1.52B |
| Compass Efficient Model Portfolios, LLC |
Brentwood, TN |
Q4 2013 |
125 |
$2.64M |
| Compass Financial Group, Inc. |
Deerfield Beach, FL |
Q4 2024 |
40 |
$209M |
| Compass Financial Group, INC/SD |
Sioux Falls, SD |
Q4 2024 |
94 |
$527M |
| Compass Financial Services Inc |
West Des Moines, IA |
Q4 2024 |
205 |
$177M |
| COMPASS GROUP LLC |
New York, NY |
Q4 2024 |
11 |
$17.6M |
| Compass Investment Advisers LLC |
Portland, OR |
Q4 2024 |
29 |
$34.4M |
| Compass Ion Advisors, LLC |
Conshohocken, PA |
Q4 2024 |
257 |
$843M |
| Compass Planning Associates Inc |
Greenfield, MA |
Q1 2025 |
131 |
$98.9M |
| Compass Rose Asset Management, LP |
New York, NY |
Q4 2024 |
13 |
$204M |
| Compass Wealth Management LLC |
Guilford, CT |
Q4 2024 |
395 |
$415M |
| COMPLEX CAPITAL MANAGEMENT, LLC |
Washington, DC |
Q4 2018 |
23 |
$37.1M |
| Compound Global Advisors, LLC |
Mercer Island, WA |
Q4 2024 |
39 |
$24.6M |
| Comprehensive Financial Consultants Institutional, Inc. |
Bloomington, IN |
Q4 2024 |
166 |
$275M |
| Comprehensive Financial Management LLC |
Los Gatos, CA |
Q4 2024 |
41 |
$3.63B |
| Comprehensive Financial Planning, Inc./PA |
East Petersburg, PA |
Q4 2024 |
356 |
$118M |
| Comprehensive Money Management Services LLC |
Coral Gables, FL |
Q4 2024 |
178 |
$121M |
| Comprehensive Wealth Management, LLC |
Lynnwood, WA |
Q4 2024 |
30 |
$134M |
| COMPTON CAPITAL MANAGEMENT INC /RI |
Providence, RI |
Q2 2023 |
8 |
$4.32M |
| Compton Financial Group, LLC |
Towson, MD |
Q1 2025 |
48 |
$347M |
| Compton Wealth Advisory Group, LLC |
Virginia Beach, VA |
Q4 2024 |
108 |
$388M |
| Conatus Capital Management LP |
Greenwich, CT |
Q4 2017 |
23 |
$92.3M |
| Concentric Capital Strategies, LP |
Stamford, CT |
Q4 2024 |
234 |
$1.59B |
| CONCENTRIC WEALTH MANAGEMENT, LLC |
Lafayette, CA |
Q3 2024 |
133 |
$409M |
| Concentrum Wealth Management |
San Jose, CA |
Q4 2024 |
80 |
$284M |
| Concert Wealth Management Inc. |
San Jose, CA |
Q3 2017 |
24 |
$23.2M |
| CONCORD ASSET MANAGEMENT LLC |
Chicago, IL |
Q4 2014 |
56 |
$288M |
| Concord Asset Management, LLC/VA |
Abingdon, VA |
Q4 2024 |
129 |
$455M |
| Concorde Asset Management, LLC |
Ann Arbor, MI |
Q4 2024 |
182 |
$192M |
| Concorde Financial Corp |
Dallas, TX |
Q4 2024 |
36 |
$168M |
| Concord Investment Counsel Inc. |
Irvine, CA |
Q1 2024 |
52 |
$277M |
| Concord Wealth Partners |
Abingdon, VA |
Q4 2024 |
921 |
$611M |
| Concourse Capital Management, LLC |
Atlanta, GA |
Q4 2019 |
24 |
$94.6M |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. |
Birmingham, AL |
Q4 2024 |
2238 |
$1.77B |
| Concurrent Investment Advisors, LLC |
Tampa, FL |
Q4 2024 |
1041 |
$3.68B |
| Condire Management, LP |
Dallas, TX |
Q4 2024 |
20 |
$691M |
| CONDOR CAPITAL MANAGEMENT |
Martinsville, NJ |
Q4 2024 |
190 |
$1.13B |
| Condorcet Global Opportunity Fund, LLC |
New York, NY |
Q4 2014 |
32 |
$242M |
| Conestoga Capital Advisors, LLC |
Wayne, PA |
Q1 2025 |
123 |
$6.63B |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
St. Louis, MO |
Q1 2025 |
294 |
$6.94B |
| Confluence Wealth Management LLC |
Portland, OR |
Q3 2020 |
74 |
$162M |
| Confluence Wealth Services, Inc. |
Mcmurray, PA |
Q4 2024 |
333 |
$1.53B |
| CONGRESS ASSET MANAGEMENT CO /MA |
Boston, MA |
Q1 2025 |
365 |
$13.4B |
| Congress Park Capital LLC |
Saratoga Springs, NY |
Q4 2024 |
110 |
$275M |
| Congress Wealth Management LLC / DE / |
Boston, MA |
Q4 2024 |
871 |
$7.27B |
| Conifer Management, L.L.C. |
New York, NY |
Q4 2024 |
6 |
$776M |
| CONNABLE OFFICE INC |
Kalamazoo, MI |
Q4 2024 |
227 |
$966M |
| Connacht Asset Management LP |
New York, NY |
Q3 2023 |
104 |
$16.9M |
| Connecticut Wealth Management, LLC |
Farmington, CT |
Q4 2024 |
277 |
$1.77B |
| Connective Capital Management, LLC |
Palo Alto, CA |
Q4 2024 |
68 |
$85.9M |
| Connective Portfolio Management, LLC |
New York, NY |
Q4 2024 |
55 |
$67.2M |
| Connectus Wealth, LLC |
Cincinnati, OH |
Q1 2024 |
356 |
$2.95B |
| CONNING INC. |
Hartford, CT |
Q4 2024 |
344 |
$2.85B |
| Connolly Sarah T. |
Boston, MA |
Q4 2023 |
4 |
$1.11M |
| Connor, Clark & Lunn Investment Management Ltd. |
Vancouver, British Columbia, Canada |
Q4 2024 |
1386 |
$22.1B |
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD |
Vancouver Bc, British Columbia, Canada |
Q4 2013 |
720 |
$12.8B |
| CONNORS INVESTOR SERVICES INC |
Wyomissing, PA |
Q4 2024 |
163 |
$1.07B |
| CONQUIS FINANCIAL LLC |
Milbrae, CA |
Q4 2024 |
199 |
$97.7M |
| Conrad N. Hilton Foundation |
Agoura Hills, CA |
Q4 2024 |
5 |
$143M |
| Conrad Siegel Investment Advisors, Inc. |
Harrisburg, PA |
Q1 2025 |
50 |
$390M |
| CONSCIOUS WEALTH INVESTMENTS, LLC |
Coral Gables, FL |
Q4 2024 |
49 |
$147M |
| Consector Capital, LP |
New York, NY |
Q3 2016 |
23 |
$45.9M |
| Conservest Capital Advisors, Inc. |
Wynnewood, PA |
Q4 2024 |
109 |
$968M |
| CONSILIO WEALTH ADVISORS, LLC |
Bellevue, WA |
Q1 2025 |
72 |
$239M |
| Consilium Investment Management, LLC |
Ft. Lauderdale, FL |
Q3 2019 |
6 |
$21M |
| Consilium Wealth Advisory, LLC |
Richardson, TX |
Q1 2025 |
88 |
$199M |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
Burbank, CA |
Q4 2024 |
36 |
$229M |
| Consolidated Investment Group LLC |
Englewood, CO |
Q4 2024 |
64 |
$713M |
| Consolidated Planning Corp |
Atlanta, GA |
Q4 2024 |
197 |
$735M |
| Consolidated Portfolio Review Corp |
Woodbury, NY |
Q4 2024 |
371 |
$632M |
| CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD |
Sydney, Australia |
Q4 2024 |
15 |
$663M |
| Consonance Capital Management LP |
New York, NY |
Q3 2022 |
1 |
$7.07M |
| Constant Guidance Financial LLC |
Attleboro Falls, MA |
Q4 2024 |
36 |
$114M |
| Constellation Investimentos e Participacoes Ltda |
Sao Paulo, Brazil |
Q1 2025 |
10 |
$35.9M |
| Constellation Wealth Advisors, LLC |
New York, NY |
Q3 2015 |
82 |
$903M |
| Constitution Capital LLC |
Shelton, CT |
Q1 2025 |
60 |
$181M |
| Consulta Ltd |
London, United Kingdom |
Q4 2024 |
13 |
$1.53B |
| CONSULTIVA WEALTH MANAGEMENT, CORP. |
San Juan, Puerto Rico |
Q3 2024 |
26 |
$12.6M |
| Context Capital Management, LLC |
Lajolla, CA |
Q4 2024 |
238 |
$1.25B |
| Context Partners Fund, L.P. |
La Jolla, CA |
Q3 2020 |
150 |
$445M |
| CONTINENTAL ADVISORS LLC |
Park City, UT |
Q4 2024 |
34 |
$132M |
| CONTINENTAL GENERAL INSURANCE CO |
Austin, TX |
Q4 2024 |
5 |
$271M |
| CONTINENTAL GRAIN CO |
New York, NY |
Q4 2024 |
4 |
$292M |
| CONTINENTAL INVESTORS SERVICES, INC. |
Longview, WA |
Q4 2024 |
62 |
$49.9M |
| Continuum Advisory, LLC |
Eagle, ID |
Q4 2024 |
1847 |
$780M |
| CONTINUUM WEALTH ADVISORS, LLC |
Saratoga Springs, NY |
Q4 2024 |
59 |
$198M |
| Contour Asset Management LLC |
New York, NY |
Q4 2024 |
28 |
$3.46B |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. |
Greenwich, CT |
Q4 2024 |
34 |
$295M |
| Contrarius Group Holdings Ltd |
Hamilton, Bermuda |
Q4 2024 |
42 |
$1.63B |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
Norwell, MA |
Q1 2025 |
372 |
$475M |
| Convector Capital Management, LP |
New York, NY |
Q3 2016 |
26 |
$52M |
| Convergence Financial, LLC |
Columbia, MO |
Q4 2024 |
159 |
$501M |
| Convergence Investment Partners, LLC |
Palm Beach Gardens, FL |
Q4 2024 |
250 |
$447M |
| Conversant Capital LLC |
Summit, NJ |
Q4 2024 |
11 |
$476M |
| CONWAY CAPITAL MANAGEMENT, INC. |
Burbank, CA |
Q1 2025 |
43 |
$200M |
| Cook & Bynum Capital Management, LLC |
Birmingham, AL |
Q4 2024 |
5 |
$113M |
| COOKE & BIELER LP |
Philadelphia, PA |
Q4 2024 |
99 |
$10.4B |
| Cooksen Wealth, LLC |
The Woodlands, TX |
Q4 2024 |
44 |
$109M |
| COOKSON PEIRCE & CO INC |
Pittsburgh, PA |
Q4 2024 |
265 |
$2.21B |
| Cook Wealth, LLC |
Raleigh, NC |
Q4 2024 |
55 |
$213M |
| Coombe, Bender & Co LLC |
Ellenville, NY |
Q2 2024 |
75 |
$170M |
| Cooper Capital Advisors LLC |
Encinitas, CA |
Q4 2024 |
35 |
$96.4M |
| COOPER CREEK PARTNERS MANAGEMENT LLC |
New York, NY |
Q4 2024 |
87 |
$3.23B |
| Cooper Financial Group |
Irvine, CA |
Q4 2024 |
386 |
$830M |
| COOPER/HAIMS ADVISORS, LLC |
Victor, NY |
Q4 2024 |
78 |
$176M |
| COOPER INVESTORS PTY LTD |
Melbourne, Victoria, Australia |
Q4 2024 |
45 |
$635M |
| COOPERMAN LEON G |
Boca Raton, FL |
Q4 2024 |
45 |
$2.64B |
| Coordinated Financial Services, Inc. |
Denver, CO |
Q4 2024 |
135 |
$128M |
| Coordinated Financial Services, Inc./CO |
Denver, CO |
Q2 2024 |
129 |
$117M |
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust |
Waltham, MA |
Q1 2019 |
4 |
$140M |
| Copeland Capital Management, LLC |
Conshohocken, PA |
Q4 2024 |
294 |
$5.38B |
| Copernicus Capital Management, LLC |
San Francisco, CA |
Q3 2021 |
13 |
$8.26M |
| Copia Wealth Management |
Bend, OR |
Q1 2025 |
451 |
$108M |
| Copley Financial Group, Inc. |
San Diego, CA |
Q4 2024 |
108 |
$131M |
| Coppell Advisory Solutions Corp. |
Coppell, TX |
Q1 2024 |
265 |
$530M |
| Coppell Advisory Solutions LLC |
Coppell, TX |
Q4 2024 |
1975 |
$705M |
| Copperleaf Capital, LLC |
Raleigh, NC |
Q4 2024 |
91 |
$158M |
| Copper Rock Capital Partners, LLC |
Boston, MA |
Q3 2020 |
54 |
$296M |
| Copperwynd Financial, LLC |
Scottsdale, AZ |
Q4 2024 |
136 |
$362M |
| CORA CAPITAL ADVISORS LLC |
Marlton, NJ |
Q1 2025 |
107 |
$209M |
| Corbenic Partners LLC |
Bethlehem, PA |
Q2 2022 |
197 |
$380M |
| Corbin Capital Partners, L.P. |
New York, NY |
Q4 2024 |
26 |
$61.3M |
| CORBYN INVESTMENT MANAGEMENT INC/MD |
Lutherville, MD |
Q4 2024 |
67 |
$279M |
| CORDA Investment Management, LLC. |
Houston, TX |
Q4 2024 |
72 |
$1.25B |
| Cordant, Inc. |
Portland, OR |
Q4 2024 |
81 |
$190M |
| Cordasco Financial Network |
Naples, FL |
Q2 2022 |
557 |
$138M |
| Cordatus Wealth Management LLC |
Newtown, PA |
Q4 2024 |
143 |
$379M |
| Core Alternative Capital |
Peachtree Corners, GA |
Q4 2024 |
359 |
$478M |
| Corebridge Financial, Inc. |
Houston, TX |
Q4 2024 |
3031 |
$18.5B |
| CoreCap Advisors, LLC |
Southfield, MI |
Q4 2024 |
2840 |
$2.2B |
| CoreCommodity Management, LLC |
Stamford, CT |
Q4 2024 |
128 |
$512M |
| CoreFirst Bank & Trust |
Topeka, KS |
Q4 2024 |
354 |
$168M |
| COREPATH WEALTH PARTNERS LLC |
Scottsdale, AZ |
Q4 2024 |
29 |
$103M |
| CoreView Capital Management Ltd |
Hong Kong, Hong Kong |
Q4 2024 |
9 |
$960M |
| Core Wealth Advisors, Inc. |
Lakeland, FL |
Q4 2024 |
60 |
$303M |
| Core Wealth Management, Inc. |
Jupiter, FL |
Q4 2024 |
29 |
$256M |
| Core Wealth Partners LLC |
Santa Rosa, CA |
Q4 2024 |
166 |
$174M |
| Corient Capital Partners, LLC |
Newport Beach, CA |
Q3 2022 |
532 |
$1B |
| Corient Private Wealth LLC |
Miami, FL |
Q4 2024 |
2371 |
$59.9B |
| Corigliano Investment Advisers, LLC |
Raleigh, NC |
Q4 2024 |
33 |
$209M |
| Cormorant Asset Management, LP |
Boston, MA |
Q4 2024 |
48 |
$1.82B |
| Cornell Pochily Investment Advisors, Inc. |
Ithaca, NY |
Q1 2025 |
165 |
$284M |
| CORNELL UNIVERSITY |
New York, NY |
Q3 2024 |
3 |
$3.44M |
| CORNERCAP INVESTMENT COUNSEL INC |
Atlanta, GA |
Q4 2024 |
462 |
$310M |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, INC |
Bethlehem, PA |
Q4 2024 |
106 |
$463M |
| Cornerstone Advisors, Inc. |
Bellevue, WA |
Q3 2020 |
655 |
$936M |
| Cornerstone Advisors, LLC |
Asheville, NC |
Q4 2024 |
270 |
$2.51B |
| Cornerstone Advisory, LLC |
Hunt Valley, MD |
Q4 2024 |
233 |
$878M |
| Cornerstone Capital, Inc. |
Palo Alto, CA |
Q4 2024 |
101 |
$950M |
| CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. |
New York, NY |
Q4 2017 |
1226 |
$14.3B |
| CORNERSTONE CAPITAL MANAGEMENT LLC |
Edina, MN |
Q3 2016 |
41 |
$635M |
| CORNERSTONE ENTERPRISES, LLC |
Appleton, WI |
Q4 2024 |
29 |
$167M |
| Cornerstone Financial Group, LLC /NE/ |
Omaha, NE |
Q4 2024 |
67 |
$101M |
| Cornerstone Financial Partners, LLC |
Huntersville, NC |
Q4 2017 |
127 |
$305M |
| Cornerstone Investment Partners, LLC |
Atlanta, GA |
Q4 2024 |
245 |
$2.01B |
| Cornerstone Management, Inc. |
Duluth, GA |
Q4 2024 |
53 |
$517M |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
Charlottesville, VA |
Q4 2024 |
8 |
$46.7M |
| CornerStone Partners LLC |
Charlottesville, VA |
Q3 2020 |
9 |
$135M |
| Cornerstone Planning Group LLC |
Fairfield, NJ |
Q4 2024 |
1400 |
$407M |
| Cornerstone Planning, LLC |
Charlotte, NC |
Q4 2024 |
112 |
$262M |
| Cornerstone Retirement Group, Inc. |
Reno, NV |
Q3 2023 |
33 |
$350M |
| Cornerstone Select Advisors, LLC |
St. Louis, MO |
Q4 2024 |
112 |
$104M |
| Cornerstone Wealth Advisors, Inc. |
Edina, MN |
Q1 2025 |
45 |
$360M |
| Cornerstone Wealth Group, LLC |
Huntersville, NC |
Q4 2024 |
272 |
$1.22B |
| Cornerstone Wealth Management, LLC |
St. Peters, MO |
Q1 2025 |
606 |
$1.48B |
| Coronation Fund Managers Ltd. |
Cape Town, South Africa |
Q4 2024 |
50 |
$1.7B |
| Corps Capital Advisors, LLC |
Southlake, TX |
Q4 2024 |
78 |
$98.6M |
| CORRADO ADVISORS, LLC |
Ramsey, NJ |
Q4 2024 |
106 |
$153M |
| CORRECT CAPITAL WEALTH MANAGEMENT |
Clayton, MO |
Q2 2024 |
116 |
$428M |
| Corre Partners Management, LLC |
New York, NY |
Q4 2024 |
2 |
$41.5M |
| Corrigan Financial, Inc. |
Middletown, RI |
Q1 2025 |
44 |
$485M |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
Scarsdale, NY |
Q4 2024 |
119 |
$464M |
| Corsicana & Co. |
Corsicana, TX |
Q3 2022 |
198 |
$119M |
| Cortina Asset Management, LLC |
Milwaukee, WI |
Q2 2019 |
174 |
$1.62B |
| CORTLAND ADVISERS LLC |
Wilmington, DE |
Q3 2019 |
32 |
$2.18B |
| CORTLAND ASSOCIATES INC/MO |
St Louis, MO |
Q4 2024 |
59 |
$879M |
| Corton Capital Inc. |
Carrying Place, Ontario, Canada |
Q4 2024 |
372 |
$174M |
| Corundum Group, Inc. |
Colorado Springs, CO |
Q4 2024 |
99 |
$268M |
| Corundum Trust Company, INC |
Sioux Falls, SD |
Q4 2024 |
49 |
$33.3M |
| Corvex Management LP |
New York, NY |
Q4 2024 |
33 |
$2.72B |
| Corvid Peak Capital Management, LLC |
New York, NY |
Q4 2024 |
20 |
$96.5M |
| Cosner Financial Group, LLC |
Windsor, CO |
Q4 2024 |
37 |
$158M |
| Costello Asset Management, INC |
Feasterville, PA |
Q4 2024 |
188 |
$151M |
| Coston, McIsaac & Partners |
Bar Harbor, ME |
Q4 2024 |
752 |
$337M |
| Cota Capital Management, LLC |
San Francisco, CA |
Q4 2024 |
1 |
$421K |
| Cottage Street Advisors LLC |
Marion, MA |
Q4 2024 |
112 |
$192M |
| COTTONWOOD CAPITAL ADVISORS, LLC |
Salt Lake City, UT |
Q4 2024 |
130 |
$139M |
| Cougar Global Investments Ltd |
Toronto, Ontario, Canada |
Q3 2020 |
18 |
$111M |
| Coulter & Justus Financial Services, LLC |
Knoxville, TN |
Q1 2024 |
93 |
$450M |
| Councilmark Asset Management, LLC |
Knoxville, TN |
Q4 2024 |
80 |
$149M |
| Counsel Portfolio Services Inc. |
Mississauga, Ontario, Canada |
Q2 2016 |
299 |
$1.01B |
| Counterpoint Mutual Funds LLC |
San Diego, CA |
Q4 2024 |
274 |
$801M |
| Counterweight Ventures, LLC |
Wilmington, NC |
Q4 2024 |
69 |
$141M |
| COUNTRY CLUB BANK |
Kansas City, MO |
Q4 2024 |
319 |
$1.5B |
| Country Club Trust Company, n.a. |
Kansas City, MO |
Q4 2021 |
288 |
$1.27B |
| COUNTRY TRUST BANK |
Bloomington, IL |
Q4 2024 |
368 |
$4B |
| Coupland Cardiff Asset Management LLP |
London, United Kingdom |
Q4 2015 |
6 |
$19.4M |
| COURAGE CAPITAL MANAGEMENT LLC |
Nashville, TN |
Q4 2024 |
12 |
$48.5M |
| Courage Miller Partners, LLC |
Norfolk, VA |
Q4 2024 |
80 |
$292M |
| Courant Investment Management LLC |
Franklin, TN |
Q4 2024 |
8 |
$118M |
| COURIER CAPITAL LLC |
Buffalo, NY |
Q1 2025 |
373 |
$1.53B |
| Court Place Advisors, LLC |
Ellicott City, MD |
Q4 2024 |
148 |
$308M |
| Coury Firm Asset Management LLC |
Pittsburgh, PA |
Q3 2023 |
62 |
$62.6M |
| Covalent Partners LLC |
Concord, MA |
Q4 2024 |
15 |
$14.4M |
| Covalis Capital LLP |
London, United Kingdom |
Q4 2024 |
61 |
$684M |
| Covea Finance |
Paris, France |
Q4 2024 |
106 |
$2.22B |
| Covenant Asset Management, LLC |
Chester, NJ |
Q4 2024 |
136 |
$451M |
| Covenant Multifamily Offices, LLC |
San Antonio, TX |
Q3 2021 |
242 |
$556M |
| Covenant Partners, LLC |
Nashville, TN |
Q4 2024 |
154 |
$324M |
| Cove Private Wealth, LLC |
Oyster Bay Cove, NY |
Q4 2024 |
107 |
$166M |
| Covestor Ltd |
London, United Kingdom |
Q4 2024 |
2169 |
$159M |
| Cove Street Capital, LLC |
El Segundo, CA |
Q4 2024 |
94 |
$85.7M |
| Covey Capital Advisors, LLC |
Atlanta, GA |
Q4 2024 |
35 |
$88M |
| Covington Capital Management |
Los Angeles, CA |
Q3 2022 |
1103 |
$2.32B |
| Covington Investment Advisors Inc. |
Ligonier, PA |
Q4 2024 |
72 |
$661M |
| COWA, LLC |
Tulsa, OK |
Q4 2024 |
122 |
$213M |
| COWEN INC. |
New York, NY |
Q2 2019 |
374 |
$1.36B |
| Cowen Investment Management LLC |
New York, NY |
Q4 2024 |
1 |
$12M |
| Cowen Prime Advisors LLC |
New York, NY |
Q2 2023 |
228 |
$290M |
| Cowen Prime Services LLC |
New York, NY |
Q2 2021 |
165 |
$276M |
| Cox Capital Mgt LLC |
Andover, MA |
Q1 2025 |
58 |
$137M |
| Coyle Financial Counsel LLC |
Glenview, IL |
Q4 2024 |
73 |
$316M |
| COZAD ASSET MANAGEMENT INC |
Champaign, IL |
Q4 2024 |
392 |
$1.07B |
| CPA Asset Management LLC |
West Palm Beach, FL |
Q4 2024 |
78 |
$204M |
| C Partners Holding GmbH |
Zurich, Switzerland |
Q4 2024 |
12 |
$401M |
| CPMG Inc |
Dallas, TX |
Q4 2024 |
2 |
$30.4M |
| CPR Investments Inc. |
Rochester, MI |
Q1 2025 |
37 |
$113M |
| CPV Partners, LLC |
Stamford, CT |
Q4 2024 |
4 |
$80.6M |
| CPWM, LLC |
Seattle, WA |
Q3 2022 |
332 |
$1.06B |
| CQS Cayman LP |
Camana Bay, Grand Cayman, Cayman Islands |
Q3 2019 |
153 |
$2.26B |
| Crabel Capital Management, LLC |
Los Angeles, CA |
Q4 2024 |
37 |
$30.8M |
| CRA Financial Services, LLC |
Northfield, NJ |
Q1 2025 |
271 |
$584M |
| Craft Ventures GP II, LLC |
San Francisco, CA |
Q3 2022 |
2 |
$24.1M |
| CRAFT VENTURES GP I, LLC |
San Francisco, CA |
Q3 2022 |
1 |
$9.51M |
| Crake Asset Management LLP |
London, United Kingdom |
Q4 2024 |
9 |
$927M |
| CRAMER ROSENTHAL MCGLYNN LLC |
Stamford, CT |
Q4 2024 |
97 |
$1.77B |
| Cranberry Lake Advisors LLC |
Houston, TX |
Q3 2018 |
8 |
$50.6M |
| Cranbrook Wealth Management, LLC |
Bloomfield Hills, MI |
Q1 2025 |
425 |
$431M |
| Crane Advisory, LLC |
Fullerton, CA |
Q1 2025 |
44 |
$553M |
| Cravens & Co Advisors, LLC |
Cookeville, TN |
Q4 2024 |
62 |
$131M |
| Crawford Fund Management, LLC |
Boston, MA |
Q4 2024 |
33 |
$149M |
| CRAWFORD INVESTMENT COUNSEL INC |
Atlanta, GA |
Q4 2024 |
281 |
$5.56B |
| CRCM LP |
San Francisco, CA |
Q4 2024 |
6 |
$246M |
| Creative Capital Management Investments LLC |
San Diego, CA |
Q1 2025 |
239 |
$259M |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
Kokomo, IN |
Q4 2024 |
1787 |
$1.23B |
| CreativeOne Wealth, LLC |
Overland Park, KS |
Q4 2024 |
1061 |
$3.26B |
| Creative Planning |
Overland Park, KS |
Q4 2024 |
3554 |
$103B |
| CREDIT AGRICOLE S A |
Montrouge Cedex, France |
Q4 2024 |
1180 |
$29.5B |
| Credit Capital Investments LLC |
Livingston, NJ |
Q4 2024 |
29 |
$77.1M |
| CREDIT INDUSTRIEL ET COMMERCIAL |
Paris France, France |
Q4 2024 |
176 |
$379M |
| CREDIT SUISSE AG/ |
Zurich, Switzerland |
Q1 2024 |
2888 |
$103B |
| Credo Capital Management, LLC |
Baltimore, MD |
Q4 2013 |
165 |
$23.3M |
| Creegan & Nassoura Financial Group, LLC |
Portsmouth, NH |
Q4 2024 |
74 |
$149M |
| Creekmur Asset Management LLC |
Morton, IL |
Q4 2024 |
909 |
$437M |
| Creekside Partners |
Petaluma, CA |
Q4 2024 |
164 |
$193M |
| Crescent Capital Consulting, LLC |
New Orleans, LA |
Q4 2021 |
393 |
$241M |
| Crescent Grove Advisors, LLC |
Lake Forest, IL |
Q4 2024 |
277 |
$1.01B |
| Crescent Park Management, L.P. |
East Palo Alto, CA |
Q4 2024 |
20 |
$243M |
| Crescent Sterling, Ltd. |
Metairie, LA |
Q1 2025 |
75 |
$97.5M |
| Cresset Asset Management, LLC |
Chicago, IL |
Q4 2024 |
1643 |
$20.7B |
| Cresta Advisors, Ltd. |
Laredo, TX |
Q4 2024 |
50 |
$187M |
| Crestline Management, LP |
Fort Worth, TX |
Q4 2024 |
703 |
$2.87B |
| Crestmont Private Wealth LLC |
Houston, TX |
Q1 2025 |
77 |
$231M |
| CrestPoint Capital Management, LLC |
Four Seasons, MO |
Q4 2017 |
184 |
$180M |
| Crestview Partners II GP, L.P. |
New York, NY |
Q4 2024 |
3 |
$590M |
| Crestview Partners III GP, L.P. |
New York, NY |
Q4 2024 |
3 |
$361M |
| Crestview Partners IV GP, L.P. |
New York, NY |
Q4 2024 |
2 |
$370M |
| Crestwood Advisors Group, LLC |
Boston, MA |
Q4 2024 |
456 |
$5.33B |
| Crestwood Capital Management, L.P. |
New York, NY |
Q4 2024 |
15 |
$136M |
| Crew Capital Management, Ltd. |
Cincinnati, OH |
Q4 2024 |
144 |
$121M |
| Crewe Advisors LLC |
Salt Lake City, UT |
Q4 2024 |
646 |
$725M |
| Crews Bank & Trust |
Wauchula, FL |
Q4 2024 |
609 |
$593M |
| Cribstone Capital Management, LLC |
Augusta, ME |
Q4 2022 |
413 |
$172M |
| CRITERIA CAIXA, S.A.U. |
Barcelona, Spain |
Q4 2024 |
15 |
$699M |
| CRITERION CAPITAL ADVISORS, LLC |
Nashville, TN |
Q4 2024 |
348 |
$153M |
| CRITERION CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q3 2018 |
23 |
$666M |
| CROBAN |
Fremont, OH |
Q4 2023 |
71 |
$93.9M |
| Crocodile Capital Partners GmbH |
Ursensollen, Germany |
Q1 2025 |
12 |
$65.7M |
| CROFT-LEOMINSTER INC |
Baltimore, MD |
Q4 2017 |
66 |
$107M |
| Cromwell Holdings LLC |
Jackson, WY |
Q4 2024 |
620 |
$173M |
| Cross Creek Advisors, LLC |
Salt Lake City, UT |
Q4 2022 |
8 |
$20.5M |
| Crossingbridge Advisors, LLC |
Pleasantville, NY |
Q4 2024 |
78 |
$306M |
| CROSSLINK CAPITAL INC |
Menlo Park, CA |
Q4 2024 |
19 |
$719M |
| Crossmark Global Holdings, Inc. |
Houston, TX |
Q4 2024 |
1247 |
$5.48B |
| Crosspoint Capital Strategies, LLC |
Orinda, CA |
Q4 2022 |
41 |
$50.4M |
| CROSSPOINT FINANCIAL, LLC |
Tustin, CA |
Q3 2024 |
25 |
$29.1M |
| Cross Staff Investments Inc |
Pittsford, NY |
Q4 2024 |
122 |
$133M |
| Crossvault Capital Management LLC |
San Antonio, TX |
Q2 2022 |
74 |
$254M |
| CROWLEY WEALTH MANAGEMENT, INC. |
Wilmington, DE |
Q1 2025 |
408 |
$105M |
| CROWN ADVISORS MANAGEMENT, INC. |
Larkspur, CA |
Q4 2024 |
37 |
$156M |
| Crown Oak Advisors, LLC |
Piedmont, CA |
Q1 2025 |
22 |
$198M |
| Crown Wealth Group, LLC |
Charlotte, NC |
Q4 2024 |
113 |
$246M |
| Crow Point Partners, LLC |
Boston, MA |
Q4 2019 |
55 |
$27.3M |
| Crow's Nest Holdings LP |
Richmond, VA |
Q4 2024 |
9 |
$474M |
| Cruiser Capital Advisors, LLC |
Stamford, CT |
Q4 2024 |
50 |
$177M |
| Crumly & Associates Inc. |
Springfield, IL |
Q4 2024 |
155 |
$367M |
| CRUX WEALTH ADVISORS |
Long Beach, CA |
Q4 2024 |
150 |
$180M |
| CRV, LLC |
Palo Alto, CA |
Q3 2022 |
3 |
$1.57M |
| Cryder Capital Partners LLP |
London, United Kingdom |
Q4 2024 |
9 |
$1.38B |
| Crystalline Management Inc. |
Montreal, Quebec, Canada (Federal Level) |
Q3 2024 |
72 |
$97.1M |
| Crystal Rock Capital Management |
Bannockburn, IL |
Q4 2024 |
26 |
$163M |
| CSat Investment Advisory, L.P. |
Detroit, MI |
Q1 2021 |
519 |
$119M |
| Csenge Advisory Group |
Clearwater, FL |
Q4 2024 |
694 |
$1.84B |
| CSM Advisors, LLC |
Warrendale, PA |
Q4 2024 |
125 |
$2.14B |
| CS MCKEE LP |
Pittsburgh, PA |
Q4 2019 |
100 |
$1.09B |
| CSS LLC/IL |
Chicago, IL |
Q4 2024 |
639 |
$1.68B |
| CSU Producer Resources, Inc. |
Fairfield, OH |
Q4 2024 |
22 |
$30.3M |
| CTC Alternative Strategies, Ltd. |
Chicago, IL |
Q4 2024 |
46 |
$77.2M |
| CTC Capital Management, LLC |
Chicago, IL |
Q1 2023 |
72 |
$47.8M |
| CTC LLC |
Chicago, IL |
Q4 2024 |
74 |
$991M |
| CT Financial Advisors LLC |
Chadds Ford, PA |
Q1 2017 |
647 |
$162M |
| Cubic Asset Management, LLC |
Boston, MA |
Q1 2024 |
202 |
$422M |
| Cubist Systematic Strategies, LLC |
Stamford, CT |
Q4 2024 |
1432 |
$6.15B |
| CULBERTSON A N & CO INC |
Charlottesville, VA |
Q4 2024 |
126 |
$629M |
| Cullen Capital Management, LLC |
New York, NY |
Q4 2024 |
208 |
$8.58B |
| CULLEN/FROST BANKERS, INC. |
San Antonio, TX |
Q4 2024 |
1339 |
$7.32B |
| CULLEN INVESTMENT GROUP, LTD. |
Lafayette, LA |
Q1 2025 |
173 |
$659M |
| CULLINAN ASSOCIATES INC |
Louisville, KY |
Q4 2024 |
217 |
$1.56B |
| CULTIVAR CAPITAL, INC. |
Denton, TX |
Q1 2025 |
31 |
$124M |
| CUMBERLAND ADVISORS INC |
Sarasota, FL |
Q4 2024 |
49 |
$251M |
| Cumberland Partners Ltd |
Toronto, Ontario, Canada |
Q4 2024 |
164 |
$1.43B |
| Cunning Capital Partners, LP |
Morrisville, NC |
Q4 2024 |
54 |
$162M |
| Cupps Capital Management, LLC |
Chicago, IL |
Q3 2016 |
169 |
$231M |
| Curated Wealth Partners LLC |
El Segundo, CA |
Q1 2025 |
150 |
$773M |
| Curat Global, LLC |
Springfield, NH |
Q1 2025 |
304 |
$81.4M |
| Curative Ventures V LLC |
Dallas, TX |
Q4 2024 |
1 |
$36.3M |
| CURA WEALTH ADVISORS, LLC |
Chicago, IL |
Q4 2024 |
96 |
$226M |
| Curbstone Financial Management Corp |
Manchester, NH |
Q1 2025 |
191 |
$474M |
| CURIO WEALTH, LLC |
Annapolis, MD |
Q4 2024 |
303 |
$186M |
| Curi RMB Capital, LLC |
Chicago, IL |
Q4 2024 |
512 |
$4.34B |
| Curran Financial Partners, LLC |
Charleston, SC |
Q4 2024 |
96 |
$381M |
| Curtis Advisory Group, LLC |
Santa Barbara, CA |
Q4 2024 |
96 |
$378M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
Dallas, TX |
Q4 2024 |
64 |
$1.51B |
| Cushing Capital Partners, LLC |
Delafield, WI |
Q1 2025 |
87 |
$111M |
| CUSTOM INDEX SYSTEMS, LLC |
New York, NY |
Q4 2024 |
251 |
$186M |
| Custom Portfolio Group LLC |
Englewood, CO |
Q2 2024 |
236 |
$125M |
| Custos Family Office, LLC |
Austin, TX |
Q4 2024 |
70 |
$286M |
| Cutler Capital Management, LLC |
Worcester, MA |
Q4 2024 |
117 |
$287M |
| Cutler Group LLC / CA |
San Francisco, CA |
Q1 2024 |
787 |
$198M |
| CUTLER INVESTMENT COUNSEL LLC |
Jacksonville, OR |
Q4 2024 |
128 |
$804M |
| Cutter Capital Management, LP |
New York, NY |
Q4 2024 |
21 |
$244M |
| Cutter & CO Brokerage, Inc. |
Ballwin, MO |
Q4 2024 |
209 |
$410M |
| CV Advisors LLC |
Aventura, FL |
Q4 2024 |
34 |
$287M |
| CVA Family Office, LLC |
Denver, CO |
Q1 2025 |
1386 |
$652M |
| CVC Management Holdings II Ltd. |
St. Helier, Jersey |
Q4 2024 |
3 |
$887M |
| CVFG LLC |
Shelbyville, IN |
Q4 2024 |
88 |
$110M |
| CVI Holdings, LLC |
Wilmington, DE |
Q2 2024 |
144 |
$116M |
| CVS HEALTH Corp |
Woonsocket, RI |
Q4 2024 |
3 |
$234M |
| C V STARR & CO INC |
New York, NY |
Q4 2024 |
6 |
$128M |
| C.V. Starr & Co., Inc. Trust |
New York, NY |
Q3 2023 |
2 |
$19.4M |
| CWA Asset Management Group, LLC |
Naples, FL |
Q4 2024 |
559 |
$1.98B |
| CWC Advisors, LLC. |
Lake Oswego, OR |
Q4 2024 |
121 |
$100M |
| CWH Capital Management, Inc. |
Spokane, WA |
Q4 2020 |
91 |
$238M |
| CWM, LLC |
Omaha, NE |
Q4 2024 |
4867 |
$24.1B |
| C WorldWide Group Holding A/S |
Copenhagen, Denmark |
Q4 2024 |
91 |
$8.2B |
| CWS Financial Advisors, LLC |
Kalamazoo, MI |
Q4 2024 |
126 |
$309M |
| CX Institutional |
Auburn, IN |
Q1 2025 |
1202 |
$2.65B |
| Cyndeo Wealth Partners, LLC |
St. Petersburg, FL |
Q1 2025 |
448 |
$1.52B |
| CYNOSURE ADVISORS, LLC |
Salt Lake City, UT |
Q3 2018 |
13 |
$238M |
| Cynosure Group, LLC |
Salt Lake City, UT |
Q4 2024 |
367 |
$669M |
| Cypress Advisory Group LLC |
Scottsdale, AZ |
Q1 2025 |
61 |
$110M |
| CYPRESS ASSET MANAGEMENT INC/TX |
Houston, TX |
Q4 2024 |
105 |
$402M |
| Cypress Capital Group |
Palm Beach, FL |
Q4 2024 |
256 |
$815M |
| Cypress Capital, LLC |
Franklin, TN |
Q4 2024 |
72 |
$350M |
| Cypress Capital Management LLC (WY) |
Sheridan, WY |
Q4 2024 |
150 |
$87.4M |
| CYPRESS FINANCIAL PLANNING LLC |
Haddon Heights, NJ |
Q1 2025 |
79 |
$277M |
| CYPRESS FUNDS LLC |
Los Angeles, CA |
Q4 2024 |
14 |
$743M |
| CYPRESS GROWTH FUND III LP |
Menlo Park, CA |
Q3 2021 |
32 |
$119M |
| Cypress Point Wealth Management, LLC |
Dallas, TX |
Q1 2025 |
68 |
$315M |
| Cypress Wealth Advisors LLC |
San Francisco, CA |
Q1 2019 |
79 |
$86.9M |
| Cypress Wealth Services, LLC |
Palm Desert, CA |
Q1 2025 |
284 |
$493M |
| Cyr Financial Inc. |
Hennepin, IL |
Q4 2024 |
54 |
$110M |
| CYRUS CAPITAL PARTNERS, L.P. |
New York, NY |
Q4 2024 |
6 |
$343M |
| Cyrus J. Lawrence, LLC |
New York, NY |
Q4 2024 |
191 |
$517M |
| Czech National Bank |
Prague, Czech Republic |
Q1 2025 |
503 |
$10.9B |