| EACHWIN CAPITAL, LP |
New York, NY |
Q3 2016 |
99 |
$108M |
| EADS & HEALD WEALTH MANAGEMENT |
Atlanta, GA |
Q4 2024 |
135 |
$203M |
| Eagle Bay Advisors LLC |
New York, NY |
Q4 2024 |
1001 |
$159M |
| Eagle Bluffs Wealth Management LLC |
Columbia, MO |
Q4 2024 |
74 |
$186M |
| EAGLE BOSTON INVESTMENT MANAGEMENT INC |
St Petersburg, MA |
Q2 2019 |
96 |
$87.3M |
| Eagle Capital Management, LLC |
Mandeville, LA |
Q1 2025 |
40 |
$226M |
| EAGLE CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2024 |
50 |
$27.4B |
| EagleClaw Capital Managment, LLC |
Boston, MA |
Q4 2024 |
139 |
$631M |
| EAGLE GLOBAL ADVISORS LLC |
Houston, TX |
Q4 2024 |
265 |
$2.44B |
| Eagle Health Investments LP |
Greenwich, CT |
Q4 2024 |
18 |
$408M |
| Eagle Ridge Investment Management |
Stamford, CT |
Q4 2024 |
148 |
$1.15B |
| EAGLE ROCK INVESTMENT COMPANY, LLC |
Atlanta, GA |
Q1 2025 |
160 |
$583M |
| Eagle Strategies LLC |
New York, NY |
Q4 2024 |
215 |
$578M |
| EAGLE WEALTH STRATEGIES LLC |
West Deptford, NJ |
Q1 2025 |
97 |
$163M |
| EAM Global Investors LLC |
Solana Beach, CA |
Q4 2024 |
121 |
$557M |
| EAM Investors, LLC |
Solana Beach, CA |
Q4 2024 |
251 |
$706M |
| EARNEST PARTNERS LLC |
Atlanta, GA |
Q4 2024 |
290 |
$22.4B |
| EA Series Trust |
Havertown, PA |
Q2 2023 |
1117 |
$2.84B |
| EastBay Asset Management, LLC |
New York, NY |
Q4 2019 |
4 |
$28M |
| East Coast Asset Management, LLC. |
Essex, MA |
Q4 2024 |
71 |
$299M |
| EASTERLY INVESTMENT PARTNERS LLC |
Beverly, MA |
Q4 2024 |
196 |
$1.27B |
| EASTERN BANK |
Boston, MA |
Q4 2024 |
937 |
$5.38B |
| Eastover Investment Advisors LLC |
Charlotte, NC |
Q1 2025 |
47 |
$207M |
| Eaton-Cambridge Inc. |
Phoenix, AZ |
Q4 2024 |
35 |
$224M |
| Eaton Financial Holdings Company, LLC |
Coral Springs, FL |
Q4 2024 |
63 |
$260M |
| Ebor Charitable Trust |
Jackson, WY |
Q4 2024 |
4 |
$47.2M |
| Echo45 Advisors LLC |
Walnut Creek, CA |
Q1 2025 |
52 |
$149M |
| Echo Wealth Management, LLC |
Plymouth, MN |
Q4 2024 |
48 |
$145M |
| Eclectica Asset Management LLP |
London, United Kingdom |
Q3 2015 |
20 |
$17.2M |
| ECLECTIC ASSOCIATES INC /ADV |
Fullerton, CA |
Q1 2025 |
118 |
$373M |
| ECLIPSE VENTURES, LLC |
Palo Alto, CA |
Q4 2024 |
1 |
$16.9M |
| ECOFI INVESTISSEMENTS SA |
Nanterre, France |
Q4 2024 |
41 |
$162M |
| Econ Financial Services Corp |
Harrisburg, PA |
Q4 2024 |
81 |
$174M |
| EcoR1 Capital, LLC |
San Francisco, CA |
Q4 2024 |
55 |
$2.5B |
| ECP ControlCo, LLC |
Summit, NJ |
Q4 2024 |
4 |
$260M |
| EDBI Pte Ltd |
Singapore, Singapore |
Q4 2024 |
14 |
$94.4M |
| Edenbrook Capital, LLC |
Mt. Kisco, NY |
Q4 2024 |
6 |
$210M |
| EDENTREE ASSET MANAGEMENT Ltd |
London, United Kingdom |
Q4 2024 |
63 |
$344M |
| EDGAR LOMAX CO/VA |
Kingstowne, VA |
Q4 2024 |
68 |
$1.55B |
| Edgbaston Investment Partners LLP |
London, United Kingdom |
Q3 2021 |
2 |
$20.3M |
| Edge Advisors, LLC |
Atlanta, GA |
Q2 2018 |
785 |
$1.12B |
| EDGE ASSET MANAGEMENT, INC |
Seattle, WA |
Q1 2017 |
266 |
$13.2B |
| Edge Capital Group, LLC |
Atlanta, GA |
Q4 2024 |
332 |
$1.62B |
| Edge Financial Advisors LLC |
Wheaton, IL |
Q1 2025 |
101 |
$158M |
| Edgemoor Investment Advisors, Inc. |
Bethesda, MD |
Q4 2024 |
168 |
$1.14B |
| EdgePoint Investment Group Inc. |
Toronto, Ontario, Canada |
Q4 2024 |
39 |
$12.7B |
| EdgeRock Capital LLC |
Denver, CO |
Q1 2025 |
68 |
$140M |
| Edgestream Partners, L.P. |
Princeton, NJ |
Q4 2024 |
829 |
$2.35B |
| Edge Wealth Management LLC |
New York, NY |
Q1 2025 |
82 |
$493M |
| EDGEWOOD MANAGEMENT LLC |
Greenwich, CT |
Q4 2024 |
83 |
$34.8B |
| EDMOND DE ROTHSCHILD HOLDING S.A. |
Chambesy, Switzerland |
Q4 2024 |
613 |
$5.84B |
| Edmonds Duncan Registered Investment Advisors, LLC |
Lawrence, KS |
Q3 2024 |
108 |
$449M |
| EDMP, INC. |
Lutz, FL |
Q4 2024 |
65 |
$105M |
| EDMUNDS WHITE PARTNERS LLC |
Richmond, VA |
Q3 2014 |
47 |
$69.2M |
| Efficient Advisors, LLC |
Cincinnati, OH |
Q4 2024 |
66 |
$1.55B |
| Efficient Frontier Advisors LLC |
Eastford, CT |
Q1 2025 |
21 |
$154M |
| Efficient Market Advisors, LLC |
San Diego, CA |
Q1 2017 |
49 |
$727M |
| EFG Asset Management (Americas) Corp. |
Miami, FL |
Q4 2024 |
121 |
$514M |
| EFG Asset Management (North America) Corp. |
Portland, OR |
Q4 2024 |
174 |
$732M |
| EFG CAPITAL INTERNATIONAL CORP. |
Miami, FL |
Q2 2023 |
138 |
$432M |
| E Fund Management Co., Ltd. |
Guangzhou, China |
Q4 2024 |
395 |
$1.99B |
| E Fund Management (Hong Kong) Co., Ltd. |
Central, Hong Kong |
Q4 2024 |
163 |
$125M |
| E&G Advisors, LP |
Houston, TX |
Q4 2024 |
216 |
$368M |
| Egerton Capital (UK) LLP |
London, United Kingdom |
Q4 2024 |
30 |
$8.65B |
| EHP Funds Inc. |
Toronto, Canada (Federal Level) |
Q4 2024 |
49 |
$96.7M |
| EHRLICH FINANCIAL GROUP |
Laguna Niguel, CA |
Q1 2025 |
102 |
$137M |
| Eidelman Virant Capital |
Saint Louis, MO |
Q3 2022 |
173 |
$133M |
| EIGHT 31 FINANCIAL, LLC |
Midland, TX |
Q4 2024 |
62 |
$133M |
| EIG Management Company, LLC |
Washington D.C., DC |
Q3 2018 |
1 |
$15.4M |
| EII CAPITAL MANAGEMENT, INC. |
New York, NY |
Q4 2021 |
16 |
$774K |
| Eisler Capital Management Ltd. |
London, United Kingdom |
Q4 2024 |
343 |
$3.01B |
| EisnerAmper Wealth Management Corporate Benefits, LLC |
Iselin, NJ |
Q4 2023 |
67 |
$274M |
| EJF Capital LLC |
Arlington, VA |
Q4 2024 |
90 |
$146M |
| ELberon, LLC |
Austin, TX |
Q3 2016 |
9 |
$56M |
| ELCO Management Co., LLC |
New York, NY |
Q4 2024 |
158 |
$190M |
| Eldred Rock Partners, LLC |
San Antonio, TX |
Q1 2025 |
29 |
$319M |
| Eldridge Investment Advisors, Inc. |
Manchester, NH |
Q4 2024 |
149 |
$430M |
| Electron Capital Partners, LLC |
New York, NY |
Q4 2024 |
40 |
$1.73B |
| Elefante Mark B |
Boston, MA |
Q4 2024 |
50 |
$110M |
| ELEFANTE MICHAEL B |
Boston, MA |
Q4 2014 |
110 |
$91.5M |
| Elemental Capital Partners LLC |
San Francisco, CA |
Q4 2024 |
6 |
$107M |
| ELEMENT CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2024 |
4 |
$10.1M |
| ELEMENT POINTE ADVISORS, LLC |
Miami, FL |
Q4 2024 |
70 |
$425M |
| Element Wealth, LLC |
Ridgeland, MS |
Q4 2024 |
291 |
$191M |
| Elephas Investment Management Ltd |
Hong Kong, Hong Kong |
Q2 2021 |
22 |
$367M |
| Elequin Capital, LP |
New York, NY |
Q4 2024 |
496 |
$863M |
| Elevate Capital Advisors, LLC |
Eagle, CO |
Q4 2024 |
65 |
$114M |
| Elevated Capital Advisors, LLC |
Sandy, UT |
Q4 2024 |
260 |
$367M |
| ELEVATE WEALTH ADVISORY, INC |
Athens, GA |
Q4 2024 |
117 |
$133M |
| Elevation Capital Advisory, LLC |
Bend, OR |
Q4 2024 |
51 |
$233M |
| Elevation Management, LLC |
Menlo Park, CA |
Q4 2013 |
2 |
$58.1M |
| ELEVATUS WELATH MANAGEMENT |
Victor, NY |
Q4 2024 |
107 |
$292M |
| Eley Financial Management, Inc |
South Burlington, VT |
Q4 2024 |
68 |
$257M |
| Elgethun Capital Management |
Sioux Falls, SD |
Q4 2024 |
154 |
$412M |
| Elios Financial Group Inc. |
Westlake, OH |
Q4 2024 |
112 |
$212M |
| Eliot Finkel Investment Counsel, LLC |
Beverly Hills, CA |
Q4 2024 |
33 |
$157M |
| Elite Financial, Inc. |
Lewiston, ID |
Q4 2024 |
50 |
$185M |
| Elite Life Management LLC |
Sarasota, FL |
Q4 2024 |
27 |
$33.8M |
| Elite Wealth Management, Inc. |
Kirkland, WA |
Q4 2024 |
34 |
$427M |
| Elizabeth Park Capital Advisors, Ltd. |
Pepper Pike, OH |
Q4 2024 |
41 |
$123M |
| Elk Creek Partners, LLC |
Denver, CO |
Q1 2020 |
97 |
$582M |
| Elkfork Partners LLC |
Portland, OR |
Q3 2019 |
1053 |
$4.11B |
| Elkhorn Investments, LLC |
Chicago, IL |
Q4 2017 |
98 |
$191M |
| ELKHORN PARTNERS LIMITED PARTNERSHIP |
Omaha, NE |
Q4 2024 |
41 |
$152M |
| Elk River Wealth Management, LLC |
Denver, CO |
Q1 2025 |
93 |
$534M |
| Ellenbecker Investment Group |
Waukesha, WI |
Q1 2025 |
112 |
$556M |
| ELLERSON GROUP INC /ADV |
Annapolis, MD |
Q4 2024 |
50 |
$137M |
| Ellevest, Inc. |
New York, NY |
Q4 2024 |
412 |
$1.73B |
| Elliott Investment Management L.P. |
West Palm Beach, FL |
Q4 2024 |
32 |
$9.26B |
| Ellis Investment Partners, LLC |
Berwyn, PA |
Q4 2024 |
235 |
$508M |
| Ellis Lake Capital, LLC |
New York, NY |
Q3 2015 |
1 |
$966K |
| Ellsworth Advisors, LLC |
Hudson, OH |
Q4 2024 |
164 |
$382M |
| Elm3 Financial Group, LLC |
Alpharetta, GA |
Q4 2024 |
90 |
$117M |
| ELM ADVISORS, LLC |
Burlingame, CA |
Q1 2022 |
45 |
$74.1M |
| Elm Partners Management LLC |
Philadelphia, PA |
Q4 2024 |
68 |
$1.46B |
| Elm Ridge Management, LLC |
Briarcliff Manor, NY |
Q1 2024 |
25 |
$88.7M |
| Elmrox Investment Group IM L.P. |
New York, NY |
Q2 2016 |
1 |
$107M |
| Elmwood Wealth Management, Inc. |
Berkeley, CA |
Q4 2024 |
128 |
$248M |
| Elo Mutual Pension Insurance Co |
Espoo, Finland |
Q4 2024 |
525 |
$4.71B |
| El Puerto de Liverpool, S.A.B. de C.V. |
Cuajimalpa, Ciudad De Mexico, Mexico |
Q4 2024 |
1 |
$380M |
| Elser Financial Planning, Inc |
Indianapolis, IN |
Q4 2024 |
110 |
$1.37B |
| ELWOOD CAPITAL PARTNERS LP |
New York, NY |
Q4 2024 |
21 |
$70.8M |
| Elwood & Goetz Wealth Advisory Group, LLC |
Athens, GA |
Q4 2024 |
100 |
$410M |
| Elyxium Wealth, LLC |
San Mateo, CA |
Q4 2024 |
87 |
$164M |
| Emancipation Management LLC |
New York, NY |
Q4 2019 |
16 |
$22.4M |
| Embree Financial Group |
Chicago, IL |
Q4 2024 |
193 |
$585M |
| EMC Capital Management |
Houston, TX |
Q4 2024 |
284 |
$178M |
| Emerald Acquisition Ltd. |
Seattle, WA |
Q3 2016 |
2968 |
$51.6B |
| EMERALD ADVISERS, LLC |
Leola, PA |
Q4 2024 |
254 |
$2.58B |
| Emerald Advisors, LLC |
Bellevue, WA |
Q4 2024 |
92 |
$726M |
| EMERALD MUTUAL FUND ADVISERS TRUST |
Leola, PA |
Q4 2024 |
212 |
$1.64B |
| EMERGENCE GP PARTNERS, LLC |
San Francisco, CA |
Q4 2024 |
4 |
$271M |
| Emerging Global Advisors, LLC |
New York, NY |
Q2 2016 |
17 |
$140M |
| Emerging Variant Capital Management LP |
New York, NY |
Q4 2022 |
2 |
$12.9M |
| EMERSON INVESTMENT MANAGEMENT, LLC |
Boston, MA |
Q1 2016 |
132 |
$528M |
| Emerson Wealth, LLC |
Bloomfield Hills, MI |
Q2 2022 |
51 |
$131M |
| Emery Howard Portfolio Management, Inc. |
Burlingame, CA |
Q4 2021 |
48 |
$773M |
| Emeth Value Capital, LLC |
New Orleans, LA |
Q4 2024 |
6 |
$124M |
| EMFO, LLC |
Weston, FL |
Q2 2024 |
282 |
$112M |
| EMG Holdings, L.P. |
Old Greenwich, CT |
Q4 2024 |
20 |
$72.6M |
| EMINENCE CAPITAL, LP |
New York, NY |
Q4 2024 |
52 |
$6.54B |
| EMJ Capital Ltd. |
Toronto, Ontario, Canada |
Q4 2022 |
3 |
$3.12M |
| Emmett Investment Management, LP |
New York, NY |
Q4 2024 |
26 |
$111M |
| EMORY UNIVERSITY |
Atlanta, GA |
Q4 2024 |
10 |
$69.4M |
| Empery Asset Management, LP |
New York, NY |
Q3 2022 |
73 |
$16.1M |
| Empire Capital Management, L.L.C. |
Westport, CT |
Q4 2016 |
14 |
$29.8M |
| Empire Financial Management Company, LLC |
New York, NY |
Q4 2024 |
196 |
$321M |
| Empire Life Investments Inc. |
Toronto, Ontario, Canada |
Q4 2024 |
103 |
$1.59B |
| Empirical Asset Management, LLC |
Wellesley, MA |
Q4 2024 |
454 |
$170M |
| Empirical Capital Management, LLC |
Hendersonville, TN |
Q4 2024 |
12 |
$133M |
| EMPIRICAL CAPITAL PARTNERS LP |
Atlanta, GA |
Q4 2014 |
27 |
$101M |
| Empirical Finance, LLC |
Havertown, PA |
Q4 2024 |
500 |
$1.73B |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
Seattle, WA |
Q4 2024 |
609 |
$3.68B |
| Employees' Retirement Fund of the City of Fort Worth |
Fort Worth, TX |
Q4 2024 |
11 |
$205M |
| Employees Retirement System of Texas |
Austin, TX |
Q4 2024 |
311 |
$11.7B |
| Empower Advisory Group, LLC |
Greenwood Village, CO |
Q4 2024 |
498 |
$29.7B |
| Empower Annuity Insurance Co |
Hartford, CT |
Q4 2024 |
1 |
$262M |
| Empowered Funds, LLC |
Havertown, PA |
Q4 2024 |
1670 |
$6.84B |
| EMPOWER HARVEST MANAGEMENT SERVICES, INC. |
Grand Cayman, Cayman Islands |
Q4 2024 |
1 |
$97.1M |
| Emprise Bank |
Wichita, KS |
Q1 2025 |
99 |
$187M |
| Empyrean Capital Partners, LP |
Los Angeles, CA |
Q4 2024 |
69 |
$1.99B |
| EMS Capital LP |
New York, NY |
Q4 2021 |
18 |
$944M |
| ENA Investment Capital LLP |
London, United Kingdom |
Q3 2018 |
2 |
$61.8K |
| Enavate Sciences GP, LLC |
Menlo Park, CA |
Q4 2024 |
5 |
$139M |
| EnCap Energy Capital Fund IX, L.P. |
Houston, TX |
Q4 2024 |
1 |
$119M |
| EnCap Energy Capital Fund VIII Co-Investors, L.P. |
Houston, TX |
Q4 2019 |
2 |
$46.4M |
| EnCap Energy Capital Fund VIII, L.P. |
Houston, TX |
Q4 2024 |
3 |
$170M |
| EnCap Energy Capital Fund XI, L.P. |
Houston, TX |
Q4 2024 |
2 |
$664M |
| EnCap Energy Capital Fund X, L.P. |
Houston, TX |
Q4 2024 |
1 |
$193M |
| EnCap Partners GP, LLC |
Houston, TX |
Q4 2024 |
2 |
$385M |
| Enclave Advisors LLC |
Austin, TX |
Q1 2025 |
112 |
$586M |
| Encompass Capital Advisors LLC |
New York, NY |
Q4 2024 |
59 |
$2.33B |
| Encompass More Asset Management |
Danville, CA |
Q4 2024 |
186 |
$303M |
| ENCOMPASS WEALTH ADVISORS, LLC |
Portland, OR |
Q4 2024 |
99 |
$248M |
| ENDEAVOR PRIVATE WEALTH, INC. |
Topeka, KS |
Q4 2024 |
189 |
$105M |
| ENDEAVOUR CAPITAL ADVISORS INC |
Greenwich, CT |
Q4 2024 |
32 |
$314M |
| ENDEX CAPITAL MANAGEMENT LLC |
Overland Park, KS |
Q4 2013 |
320 |
$107M |
| Endowment Wealth Management, Inc. |
Appleton, WI |
Q4 2024 |
138 |
$149M |
| Endurance Services Ltd |
Purchase, NY |
Q4 2024 |
17 |
$597M |
| Endurance Wealth Management, Inc. |
Providence, RI |
Q2 2023 |
606 |
$730M |
| Energy Income Partners, LLC |
Westport, CT |
Q4 2024 |
93 |
$4.87B |
| Energy Opportunities Capital Management, LLC |
Austin, TX |
Q4 2022 |
37 |
$34.4M |
| EnerVest, Ltd. |
Houston, TX |
Q4 2024 |
1 |
$49.1M |
| Engaged Capital LLC |
Newport Beach, CA |
Q4 2024 |
8 |
$486M |
| Engine Capital Management, LP |
New York, NY |
Q4 2024 |
36 |
$547M |
| Engineers Gate Manager LP |
New York, NY |
Q4 2024 |
2178 |
$5.75B |
| ENGINE NO. 1 LLC |
San Francisco, CA |
Q4 2024 |
5 |
$37.6M |
| Engle Capital Management, L.P. |
Greenwich, CT |
Q4 2024 |
24 |
$334M |
| ENGLISH CAPITAL MANAGEMENT LLC |
Bloomfield Hills, MI |
Q4 2024 |
30 |
$132M |
| Engrave Wealth Partners LLC |
The Woodlands, TX |
Q4 2023 |
80 |
$350M |
| Enhancing Capital LLC |
Harrisburg, PA |
Q4 2024 |
89 |
$125M |
| Ennismore Fund Management Ltd |
London, United Kingdom |
Q1 2021 |
19 |
$71.7M |
| EnRich Financial Partners LLC |
Madison, WI |
Q4 2024 |
220 |
$300M |
| Ensemble Capital Management, LLC |
San Francisco, CA |
Q3 2024 |
22 |
$1.18B |
| Ensign Peak Advisors, Inc |
Salt Lake City, UT |
Q4 2024 |
1708 |
$56.3B |
| Enstar Group LTD |
Hamilton, Bermuda |
Q4 2024 |
11 |
$288M |
| Enterprise Bank & Trust Co |
Lowell, MA |
Q1 2025 |
130 |
$259M |
| ENTERPRISE FINANCIAL SERVICES CORP |
Clayton, MO |
Q4 2024 |
151 |
$180M |
| ENTREWEALTH, LLC |
Austin, TX |
Q4 2024 |
58 |
$108M |
| Entropy Technologies, LP |
New York, NY |
Q4 2024 |
691 |
$971M |
| Entruity Wealth, LLC |
Bakersfield, CA |
Q4 2024 |
42 |
$101M |
| ENTRUST GLOBAL PARTNERS L L C |
New York, NY |
Q4 2024 |
3 |
$82.8M |
| EnTrustPermal Management LLC |
New York, NY |
Q3 2017 |
48 |
$240M |
| EntryPoint Capital, LLC |
New York, NY |
Q4 2024 |
694 |
$238M |
| ENVESTNET ASSET MANAGEMENT INC |
Chicago, IL |
Q4 2024 |
4296 |
$312B |
| Envestnet Portfolio Solutions, Inc. |
Chicago, IL |
Q4 2024 |
1719 |
$30.6B |
| Envision Financial LLC |
Brookfield, WI |
Q4 2024 |
37 |
$125M |
| Envision Financial Planning, LLC |
Memphis, TN |
Q4 2024 |
46 |
$194M |
| ENZI WEALTH |
Austin, TX |
Q4 2024 |
69 |
$263M |
| E. Ohman J:or Asset Management AB |
Stockholm, Sweden |
Q1 2025 |
414 |
$3.76B |
| Eos Management, L.P. |
New York, NY |
Q4 2024 |
40 |
$237M |
| EPACRIA CAPITAL PARTNERS, LLC |
Boulder, CO |
Q4 2024 |
42 |
$118M |
| EPG Wealth Management LLC |
Atlanta, GA |
Q4 2024 |
422 |
$379M |
| Epic Trust Investment Advisors, LLC |
Richland, WA |
Q2 2024 |
111 |
$90.8M |
| EPIQ Capital Group, LLC |
San Francisco, CA |
Q4 2024 |
79 |
$383M |
| EPIQ PARTNERS, LLC |
Minneapolis, MN |
Q1 2025 |
75 |
$190M |
| Epoch Investment Partners, Inc. |
New York, NY |
Q4 2024 |
281 |
$20.6B |
| Epstein & White Financial LLC |
San Diego, CA |
Q2 2021 |
94 |
$379M |
| EP Wealth Advisors, LLC |
Torrance, CA |
Q4 2024 |
1234 |
$12.3B |
| EQ LLC |
Bellevue, WA |
Q4 2024 |
62 |
$213M |
| Equinox Fund Management LLC |
Denver, CO |
Q3 2015 |
4 |
$187M |
| Equinox Institutional Asset Management, LP |
Princeton, NJ |
Q3 2016 |
4 |
$87.9M |
| Equinox Partners Investment Management LLC |
Stamford, CT |
Q4 2024 |
9 |
$147M |
| Equitable Holdings, Inc. |
New York, NY |
Q4 2024 |
1263 |
$10.5B |
| EQUITABLE TRUST CO |
Nashville, TN |
Q4 2024 |
469 |
$1.79B |
| Equita Financial Network, Inc. |
Fort Washington, PA |
Q4 2024 |
80 |
$277M |
| EQUITEC PROPRIETARY MARKETS, LLC |
Chicago, IL |
Q4 2024 |
40 |
$14.8M |
| EQUITEC SPECIALISTS, LLC |
Chicago, IL |
Q2 2021 |
1 |
$71.00 |
| EQUITY INVESTMENT CORP |
Atlanta, GA |
Q4 2024 |
63 |
$4.27B |
| Equius Partners, Inc. |
Novato, CA |
Q4 2022 |
27 |
$322M |
| EQ WEALTH ADVISORS, LLC |
Dallas, TX |
Q4 2024 |
50 |
$104M |
| Ergawealth Advisors, Inc. |
Oak Brook, IL |
Q4 2024 |
63 |
$202M |
| Ergoteles LLC |
New York, NY |
Q3 2023 |
999 |
$68.1M |
| Erickson Financial Group, LLC |
Allentown, PA |
Q1 2025 |
26 |
$134M |
| ERn Financial, LLC |
Middleton, WI |
Q4 2024 |
190 |
$667M |
| ERN LLC |
Wilmington, DE |
Q2 2022 |
66 |
$89.5M |
| Erste Asset Management GmbH |
Vienna, Austria |
Q4 2024 |
569 |
$8.14B |
| ERTS Wealth Advisors, LLC |
Marquette, MI |
Q4 2024 |
85 |
$530M |
| Ervin Investment Management, LLC |
Seattle, WA |
Q1 2025 |
38 |
$145M |
| Eschler Asset Management LLP |
Cambridge, United Kingdom |
Q4 2024 |
49 |
$42.5M |
| ESG Planning DBA Harper Investing |
Santa Clara, CA |
Q4 2024 |
45 |
$136M |
| ESL Trust Services, LLC |
Rochester, NY |
Q4 2024 |
332 |
$449M |
| Essential Planning, LLC. |
Portsmouth, NH |
Q4 2024 |
313 |
$15.4B |
| Essex Financial Services, Inc. |
Essex, CT |
Q4 2024 |
630 |
$1.42B |
| ESSEX INVESTMENT MANAGEMENT CO LLC |
Boston, MA |
Q4 2024 |
307 |
$556M |
| Essex LLC |
Deer Park, IL |
Q4 2024 |
169 |
$476M |
| Essex Private Wealth Management, LLC |
Topsfield, MA |
Q3 2024 |
34 |
$42.5M |
| Essex Savings Bank |
Essex, CT |
Q4 2024 |
297 |
$404M |
| Essex Woodlands Management, Inc. |
The Woodlands, TX |
Q4 2024 |
7 |
$433M |
| Estabrook Capital Management |
New York, NY |
Q4 2024 |
346 |
$649M |
| Estate Counselors, LLC |
Thiensville, WI |
Q4 2024 |
101 |
$935M |
| Estuary Capital Management LP |
Wayzata, MN |
Q4 2024 |
10 |
$342M |
| Etesian Wealth Advisors, Inc. |
West Linn, OR |
Q4 2024 |
141 |
$226M |
| ETFIDEA, LLC |
Syracuse, NY |
Q3 2024 |
113 |
$316M |
| ETF MANAGERS GROUP, LLC |
Summit, NJ |
Q1 2023 |
685 |
$3.1B |
| ETF Portfolio Partners, Inc. |
Leawood, KS |
Q1 2025 |
63 |
$332M |
| ETF Store, Inc. |
Overland Park, KS |
Q4 2024 |
81 |
$80.6M |
| Ethic Inc. |
New York, NY |
Q4 2024 |
1143 |
$4.96B |
| Ethos Financial Group, LLC |
King Of Prussia, PA |
Q4 2024 |
393 |
$767M |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC |
Miamisburg, OH |
Q4 2024 |
90 |
$758M |
| Euclidean Capital LLC |
New York, NY |
Q4 2024 |
11 |
$737M |
| EUDAIMONIA ADVISORS LLC |
Winchester, TN |
Q1 2024 |
161 |
$188M |
| Eudaimonia Partners, LLC |
Winchester, TN |
Q1 2024 |
256 |
$420M |
| Eukles Asset Management |
Cincinnati, OH |
Q4 2024 |
229 |
$235M |
| EULAV Asset Management |
New York, NY |
Q4 2024 |
163 |
$4.15B |
| Euro Pacific Asset Management, LLC |
Dorado, Puerto Rico |
Q4 2024 |
71 |
$464M |
| Evanson Asset Management, LLC |
Carmel, CA |
Q4 2024 |
307 |
$1.46B |
| Evanston Investments, Inc., dba Evanston Advisors |
Schaumburg, IL |
Q4 2018 |
63 |
$368M |
| Evensky & Katz LLC |
Coral Gables, FL |
Q4 2024 |
78 |
$1.53B |
| EVENTIDE ASSET MANAGEMENT, LLC |
Boston, MA |
Q4 2024 |
204 |
$5.49B |
| Evercore Wealth Management, LLC |
New York, NY |
Q4 2024 |
417 |
$6.68B |
| EVERENCE CAPITAL MANAGEMENT INC |
Goshen, IN |
Q4 2024 |
814 |
$1.54B |
| EVEREST CAPITAL LLC |
Miami, FL |
Q3 2016 |
5 |
$5.95M |
| Everest Management Corp. |
Cupertino, CA |
Q1 2025 |
51 |
$110M |
| EVERETT HARRIS & CO /CA/ |
Los Angeles, CA |
Q4 2024 |
283 |
$7.92B |
| Evergreen Advisors, LLC |
Chattanooga, TN |
Q4 2024 |
20 |
$366M |
| EVERGREEN CAPITAL MANAGEMENT LLC |
Bellevue, WA |
Q4 2024 |
1065 |
$3.07B |
| Evergreen Private Wealth LLC |
Greenwood Village, CO |
Q4 2024 |
198 |
$213M |
| Evergreen Quality Fund GP, Ltd. |
Grand Cayman, Cayman Islands |
Q4 2024 |
15 |
$3.12B |
| Evergreen Venture Partners Ltd. |
Herzliya, Israel |
Q4 2024 |
1 |
$84.2M |
| Evergreen Wealth Management, LLC |
Williamston, MI |
Q4 2024 |
53 |
$169M |
| Evergreen Wealth Solutions, LLC |
Williamsport, PA |
Q4 2024 |
102 |
$143M |
| Everhart Financial Group, Inc. |
Dublin, OH |
Q1 2025 |
328 |
$731M |
| EVERMAY WEALTH MANAGEMENT LLC |
Arlington, VA |
Q4 2024 |
573 |
$660M |
| Evermore Global Advisors, LLC |
Summit, NJ |
Q4 2022 |
7 |
$26.3M |
| Evernest Financial Advisors, LLC |
Carmel, IN |
Q4 2024 |
163 |
$386M |
| EVERPAR ADVISORS LLC |
Tulsa, OK |
Q1 2025 |
252 |
$188M |
| EverPoint Asset Management, LLC |
Stamford, CT |
Q4 2016 |
401 |
$5.38B |
| Eversept Partners, LP |
New York, NY |
Q4 2024 |
62 |
$969M |
| EverSource Wealth Advisors, LLC |
Birmingham, AL |
Q4 2024 |
3750 |
$1.78B |
| Everstar Asset Management, LLC |
Mooresville, NC |
Q4 2024 |
182 |
$141M |
| EVEXIA WEALTH LLC |
Stevens Point, WI |
Q1 2025 |
74 |
$275M |
| EVOKE WEALTH, LLC |
Los Angeles, CA |
Q4 2024 |
434 |
$3.59B |
| Evolution Advisers, Inc. |
Richmond, VA |
Q4 2024 |
155 |
$183M |
| Evolutionary Tree Capital Management, LLC |
Alexandria, VA |
Q4 2024 |
30 |
$98.3M |
| Evolution Capital Management LLC |
Crystal Bay, NV |
Q4 2022 |
37 |
$28.1M |
| Evolution Equity Partners II SARL |
Luxembourg, Luxembourg |
Q3 2023 |
2 |
$11.8M |
| Evolution Wealth Advisors, LLC |
Aventura, FL |
Q4 2024 |
143 |
$598M |
| EVR Research LP |
Richmond, VA |
Q4 2024 |
37 |
$296M |
| EWA, LLC |
Pittsbugh, PA |
Q4 2024 |
161 |
$266M |
| EWG Elevate Inc. |
Roseville, CA |
Q1 2025 |
120 |
$264M |
| Ewing Morris & Co. Investment Partners Ltd. |
Toronto, Ontario, Canada |
Q4 2024 |
89 |
$70.5M |
| Exane Asset Management |
Paris, France |
Q4 2024 |
27 |
$176M |
| EXANE DERIVATIVES |
Paris, France |
Q2 2022 |
753 |
$174M |
| EXCALIBUR MANAGEMENT CORP |
Waltham, MA |
Q4 2024 |
166 |
$252M |
| EXCELSIA, INC. |
Savannah, GA |
Q2 2015 |
18 |
$47.5M |
| Exchange Bank |
Santa Rosa, CA |
Q1 2025 |
113 |
$124M |
| Exchange Capital Management, Inc. |
Ann Arbor, MI |
Q4 2024 |
211 |
$630M |
| EXCHANGE TRADED CONCEPTS, LLC |
Oklahoma City, OK |
Q1 2025 |
1249 |
$5.6B |
| EXECUTIVE WEALTH GROUP LLC |
Kirkland, WA |
Q1 2024 |
56 |
$480M |
| Executive Wealth Management, LLC |
Brighton, MI |
Q4 2024 |
258 |
$1.28B |
| EXENCIAL WEALTH ADVISORS, LLC |
Oklahoma City, OK |
Q4 2024 |
490 |
$2.72B |
| Exeter Financial, LLC |
Scottsdale, AZ |
Q1 2025 |
90 |
$223M |
| ExodusPoint Capital Management, LP |
New York, NY |
Q4 2024 |
1311 |
$9.63B |
| Exome Asset Management LLC |
New York, NY |
Q4 2024 |
58 |
$133M |
| Exor N.V. |
Amsterdam, Netherlands |
Q4 2024 |
2 |
$4.51B |
| Exos Asset Management LLC |
New York, NY |
Q4 2024 |
38 |
$433K |
| Expect Equity LLC |
Pikesville, MD |
Q4 2024 |
45 |
$95.5M |
| EXXONMOBIL INVESTMENT MANAGEMENT INC /TX |
Irving, TX |
Q1 2018 |
506 |
$3.47B |