| F3Logic, LLC |
Burnsville, MN |
Q4 2022 |
186 |
$476M |
| Facet Wealth, Inc. |
Baltimore, MD |
Q4 2024 |
143 |
$3.77B |
| FACT Capital, LP |
New York, NY |
Q4 2024 |
20 |
$229M |
| Factorial Partners, LLC |
Mt. Kisco, NY |
Q4 2024 |
69 |
$174M |
| FACTORY MUTUAL INSURANCE CO |
Waltham, MA |
Q1 2025 |
167 |
$8.62B |
| FAGAN ASSOCIATES, INC. |
Troy, NY |
Q4 2024 |
131 |
$629M |
| Fairbanks Capital Management, Inc. |
Rancho Santa Fe, CA |
Q4 2024 |
51 |
$157M |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN |
Toronto, Ontario, Canada |
Q4 2024 |
31 |
$1.56B |
| FAIRFIELD, BUSH & CO. |
Darien, CT |
Q4 2024 |
110 |
$170M |
| Fairfield Financial Advisors, LTD |
Wellesley, MA |
Q4 2024 |
263 |
$284M |
| Fairfield University |
Fairfield, CT |
Q4 2024 |
3 |
$187M |
| Fairhaven Wealth Management, LLC |
Oak Brook, IL |
Q4 2024 |
116 |
$320M |
| FAIRHOLME CAPITAL MANAGEMENT LLC |
South Miami, FL |
Q4 2024 |
10 |
$1.18B |
| Fairman Group, LLC |
Chesterbrook, PA |
Q4 2024 |
346 |
$121M |
| Fairmount Funds Management LLC |
West Conshohocken, PA |
Q4 2024 |
17 |
$1.01B |
| Fairpointe Capital LLC |
Chicago, IL |
Q1 2021 |
76 |
$66.3M |
| Fairscale Capital, LLC |
Nashua, NH |
Q4 2024 |
355 |
$116M |
| Fairtree Asset Management (Pty) Ltd |
Bellville, Cape Town, South Africa |
Q4 2024 |
96 |
$105M |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC |
Greenbrae, CA |
Q4 2024 |
162 |
$1.93B |
| Fairvoy Private Wealth, LLC |
Birmingham, AL |
Q1 2025 |
173 |
$364M |
| Fairway Financial, LLC |
Casselberry, FL |
Q4 2024 |
21 |
$110M |
| Fairway Wealth LLC |
Independence, OH |
Q4 2024 |
232 |
$201M |
| Faithward Advisors, LLC |
Lancaster, PA |
Q4 2024 |
253 |
$587M |
| FALCON POINT CAPITAL, LLC |
San Francisco, CA |
Q4 2020 |
44 |
$11.9M |
| Falcon Wealth Planning |
Ontario, CA |
Q4 2024 |
161 |
$897M |
| Family Asset Management, LLC |
Charleston, SC |
Q3 2024 |
207 |
$166M |
| Family Capital Management, Inc. |
Grand Rapids, MI |
Q4 2024 |
70 |
$166M |
| Family Capital Trust Co |
Peabody, MA |
Q4 2024 |
59 |
$295M |
| Family CFO Inc |
Los Altos, CA |
Q4 2024 |
91 |
$182M |
| Family Firm, Inc. |
Bethesda, MD |
Q4 2024 |
212 |
$353M |
| Family Investment Center, Inc. |
Saint Joseph, MO |
Q4 2024 |
88 |
$394M |
| Family Legacy, Inc. |
Greenville, SC |
Q4 2024 |
121 |
$295M |
| Family Management Corp |
New York, NY |
Q4 2024 |
188 |
$617M |
| Family Office Research LLC |
Bethesda, MD |
Q4 2024 |
75 |
$228M |
| Family Wealth Group, LLC |
Lexington, KY |
Q3 2024 |
122 |
$116M |
| FAMILY WEALTH PARTNERS, LLC |
Matthews, NC |
Q1 2025 |
51 |
$219M |
| FARALLON CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q4 2024 |
133 |
$15.9B |
| FARLEY CAPITAL L.P. |
New York, NY |
Q4 2024 |
15 |
$117M |
| FARMERS & MERCHANTS INVESTMENTS INC |
Lincoln, NE |
Q1 2025 |
1746 |
$3.15B |
| Farmers & Merchants Trust Co of Chambersburg PA |
Chambersburg, PA |
Q4 2024 |
385 |
$264M |
| Farmers & Merchants Trust Co of Long Beach |
Long Beach, CA |
Q1 2025 |
192 |
$395M |
| Farmers National Bank |
Danville, KY |
Q2 2024 |
156 |
$332M |
| Farmer Steven Patrick |
Chicago, IL |
Q2 2022 |
310 |
$6.42B |
| FARMERS TRUST CO |
Youngstown, OH |
Q1 2025 |
187 |
$532M |
| Farmhouse Investment Management LLC |
Greenbrae, CA |
Q3 2018 |
17 |
$188M |
| Farmstead Capital Management, LLC |
Ridgewood, NJ |
Q3 2019 |
5 |
$28.2M |
| Farrell Financial LLC |
Orchard Park, NY |
Q1 2025 |
64 |
$137M |
| Farringdon Capital, Ltd. |
London, United Kingdom |
Q4 2024 |
417 |
$242M |
| FARR MILLER & WASHINGTON LLC/DC |
Washington, DC |
Q3 2021 |
187 |
$1.53B |
| Farrow Financial Inc. |
Randolph, VT |
Q4 2024 |
50 |
$154M |
| Farther Finance Advisors, LLC |
San Francisco, CA |
Q1 2025 |
4256 |
$3.92B |
| FAS Wealth Partners, Inc. |
Leawood, KS |
Q4 2024 |
428 |
$1.19B |
| Fayerweather Charles |
Boston, MA |
Q2 2020 |
51 |
$56.8M |
| FAYEZ SAROFIM & CO |
Houston, TX |
Q4 2024 |
312 |
$41.1B |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA |
West Des Moines, IA |
Q4 2019 |
15 |
$40.4M |
| FBR & Co. |
Arlington, VA |
Q4 2013 |
48 |
$58.7M |
| FCA CORP /TX |
Houston, TX |
Q4 2024 |
183 |
$318M |
| FC Advisory LLC |
West Chester, PA |
Q1 2025 |
105 |
$296M |
| FCF Advisors LLC |
New York, NY |
Q1 2025 |
82 |
$637M |
| FCG ADVISORS, LLC |
Chatham, NJ |
Q3 2020 |
187 |
$425M |
| FCG Investment Co |
Germantown, TN |
Q4 2024 |
85 |
$164M |
| FCM INVESTMENTS/TX |
Dallas, TX |
Q4 2017 |
32 |
$70.1M |
| FCPM III SERVICES B.V. |
Naarden, Netherlands |
Q4 2024 |
8 |
$592M |
| FDO Partners, LLC |
Cambridge, MA |
Q1 2018 |
3 |
$752K |
| FDx Advisors, Inc. |
Chicago, IL |
Q4 2024 |
178 |
$342M |
| Fedenia Advisers LLC |
Madison, WI |
Q4 2024 |
459 |
$171M |
| FEDERATED HERMES, INC. |
Pittsburgh, PA |
Q4 2024 |
2067 |
$45.7B |
| Federation des caisses Desjardins du Quebec |
Levis, Quebec, Canada |
Q4 2024 |
2554 |
$19.6B |
| Fee-Only Financial Planning, L.C. |
Okatie, SC |
Q4 2024 |
40 |
$155M |
| FengHe Fund Management Pte. Ltd. |
Singapore, Singapore |
Q4 2024 |
15 |
$339M |
| FENIMORE ASSET MANAGEMENT INC |
Cobleskill, NY |
Q1 2025 |
91 |
$4.72B |
| Ferguson Shapiro LLC |
Decatur, GA |
Q4 2024 |
69 |
$270M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
Portland, OR |
Q1 2025 |
357 |
$5.15B |
| Fermata Advisors, LLC |
Sonoma, CA |
Q1 2025 |
285 |
$553M |
| FERNBRIDGE CAPITAL MANAGEMENT LP |
Los Angeles, CA |
Q4 2024 |
22 |
$1.91B |
| Fernwood Investment Management, LLC |
Quincy, MA |
Q4 2024 |
165 |
$288M |
| Ferox Capital LLP |
London, United Kingdom |
Q4 2020 |
37 |
$60.6M |
| Ferox Capital Management LP |
London, United Kingdom |
Q1 2020 |
37 |
$164M |
| Ferris Capital, LLC |
Marlborough, MA |
Q1 2022 |
191 |
$437M |
| FF Advisors,LLC |
Manhattan Beach, CA |
Q4 2024 |
87 |
$146M |
| FFG Partners, LLC |
Fort Lauderdale, FL |
Q4 2024 |
31 |
$285M |
| FFG RETIREMENT ADVISORS LLC |
Centennial, CO |
Q1 2025 |
43 |
$147M |
| FFL Partners, LLC |
San Francisco, CA |
Q3 2020 |
1 |
$16.1M |
| FFT WEALTH MANAGEMENT LLC |
Philadelphia, PA |
Q4 2024 |
183 |
$1.33B |
| Fi3 FINANCIAL ADVISORS, LLC |
Indianapolis, IN |
Q4 2024 |
123 |
$267M |
| FIC CAPITAL INC |
New York, NY |
Q3 2017 |
119 |
$262M |
| Fidato Wealth LLC |
Middleburg Heights, OH |
Q4 2024 |
24 |
$133M |
| Fidelis Capital Partners, LLC |
Tampa, FL |
Q4 2024 |
439 |
$999M |
| FIDELIS iM, LLC |
Medford, OR |
Q4 2024 |
21 |
$196M |
| FIDELITY D & D BANCORP INC |
Dunmore, PA |
Q4 2024 |
110 |
$150M |
| Fidelity National Financial, Inc. |
Jacksonville, FL |
Q4 2024 |
16 |
$4.95B |
| FIDGEON TIMOTHY F |
Boston, MA |
Q3 2015 |
117 |
$202M |
| FIDUCIARY ADVISORS, INC. |
St. Louis, MO |
Q1 2025 |
95 |
$101M |
| Fiduciary Alliance LLC |
Greenville, SC |
Q1 2025 |
384 |
$1.02B |
| FIDUCIARY ASSET MANAGEMENT LLC |
Clayton, MO |
Q1 2015 |
86 |
$585M |
| FIDUCIARY COUNSELLING INC |
Saint Paul, MN |
Q4 2024 |
12 |
$37.3M |
| FIDUCIARY FAMILY OFFICE, LLC |
Boca Raton, FL |
Q4 2024 |
59 |
$335M |
| FIDUCIARY FINANCIAL GROUP, LLC |
San Rafael, CA |
Q1 2025 |
283 |
$459M |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX |
Dallas, TX |
Q4 2019 |
146 |
$360M |
| Fiduciary Group, LLC |
Savannah, GA |
Q4 2024 |
268 |
$997M |
| FIDUCIARY MANAGEMENT ASSOCIATES LLC |
Chicago, IL |
Q1 2016 |
100 |
$1.53B |
| FIDUCIARY MANAGEMENT INC /WI/ |
Milwaukee, WI |
Q4 2024 |
70 |
$10.7B |
| Fiduciary Planning LLC |
Englewood, FL |
Q1 2025 |
75 |
$304M |
| FIDUCIARY SERVICES CORP/GA |
Savannah, GA |
Q1 2015 |
192 |
$305M |
| FIDUCIARY TRUST CO |
Boston, MA |
Q4 2024 |
687 |
$7.57B |
| Fiduciary Wealth Partners, LLC |
Boston, MA |
Q3 2017 |
8 |
$75M |
| FIDUCIENT ADVISORS LLC |
Chicago, IL |
Q4 2024 |
142 |
$810M |
| Fielder Capital Group LLC |
Nashville, TN |
Q4 2024 |
212 |
$321M |
| Field & Main Bank |
Henderson, KY |
Q4 2024 |
256 |
$284M |
| Fieldpoint Private Securities, LLC |
Greenwich, CT |
Q2 2022 |
1325 |
$344M |
| Fieldview Capital Management, LLC |
Niles, MI |
Q4 2024 |
402 |
$648M |
| Fiera Capital Corp |
Montreal, Quebec, Canada |
Q4 2024 |
452 |
$31.8B |
| FIFTHDELTA Ltd |
London, United Kingdom |
Q4 2024 |
11 |
$282M |
| FIFTH LANE CAPITAL, LP |
Austin, TX |
Q4 2024 |
40 |
$34M |
| FIFTH THIRD BANCORP |
Cincinnati, OH |
Q1 2025 |
2520 |
$26.3B |
| FIFTH THIRD SECURITIES, INC. |
Cincinnati, OH |
Q4 2024 |
290 |
$1.18B |
| Fifth Third Wealth Advisors LLC |
Cincinnati, OH |
Q1 2025 |
705 |
$1.93B |
| FIGURE 8 INVESTMENT STRATEGIES LLC |
Boise, ID |
Q4 2024 |
53 |
$102M |
| Filament LLC |
Seattle, WA |
Q3 2020 |
35 |
$369M |
| Filbrandt Wealth Management, LLC |
Middleton, WI |
Q3 2021 |
228 |
$174M |
| FIL Ltd |
Hamilton, Bermuda |
Q4 2024 |
907 |
$107B |
| Financial Advantage, Inc. |
Columbia, MD |
Q3 2023 |
36 |
$65.2M |
| Financial Advisors, LLC |
Andover, MA |
Q4 2024 |
83 |
$521M |
| Financial Advisors Network, Inc. |
Tustin, CA |
Q4 2024 |
188 |
$601M |
| Financial Advisory Corp |
Grand Rapids, MI |
Q1 2025 |
47 |
$604M |
| Financial Advisory Group |
Houston, TX |
Q1 2024 |
91 |
$567M |
| FINANCIAL ADVISORY PARTNERS, LLC |
Winter Park, FL |
Q1 2025 |
64 |
$299M |
| Financial Advocates Investment Management |
Olympia, WA |
Q4 2024 |
733 |
$1.72B |
| Financial Alternatives, Inc |
La Jolla, CA |
Q4 2024 |
81 |
$142M |
| Financial Architects, Inc |
Marlton, NJ |
Q2 2023 |
316 |
$663M |
| Financial Architects, LLC |
Woodstock, GA |
Q4 2024 |
22 |
$156M |
| Financial Avengers, Inc. |
Oakland, CA |
Q4 2024 |
160 |
$211M |
| Financial Connections Group, Inc. |
Corte Madera, CA |
Q4 2024 |
218 |
$208M |
| Financial Consulate Inc. |
Hunt Valley, MD |
Q2 2021 |
131 |
$277M |
| FINANCIAL CONSULATE, INC |
Hunt Valley, MD |
Q4 2024 |
31 |
$377M |
| Financial Council, LLC |
Towson, MD |
Q1 2025 |
87 |
$186M |
| FINANCIAL COUNSELORS INC |
Overland Park, KS |
Q4 2024 |
576 |
$6.85B |
| Financial Designs Corp |
Claremont, CA |
Q1 2025 |
20 |
$144M |
| Financial Engines Advisors L.L.C. |
Santa Clara, CA |
Q4 2024 |
442 |
$47.5B |
| Financial Enhancement Group LLC |
Anderson, IN |
Q4 2024 |
116 |
$654M |
| Financial Freedom, LLC |
Cincinnati, OH |
Q1 2025 |
364 |
$174M |
| Financial Futures Ltd Liability Co. |
Brielle, NJ |
Q4 2024 |
54 |
$176M |
| Financial Gravity Asset Management, Inc. |
Lakeway, TX |
Q2 2024 |
1201 |
$399M |
| Financial Gravity Companies, Inc. |
Lakeway, TX |
Q4 2024 |
965 |
$437M |
| Financial Guidance Group, Inc. |
Palm Harbor, FL |
Q4 2024 |
72 |
$183M |
| Financial Harvest, LLC |
Winter Park, FL |
Q4 2024 |
53 |
$118M |
| Financial Insights, Inc. |
Tacoma, WA |
Q4 2024 |
109 |
$259M |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD |
Traverse City, MI |
Q4 2018 |
121 |
$272M |
| FINANCIAL LIFE ADVISORS |
San Antonio, TX |
Q4 2024 |
46 |
$266M |
| Financial Life Planners |
Tempe, AZ |
Q4 2024 |
399 |
$119M |
| Financially Speaking Inc |
Greenwood Village, CO |
Q4 2024 |
178 |
$147M |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV |
Winter Springs, FL |
Q4 2021 |
29 |
$137M |
| FINANCIAL MANAGEMENT NETWORK INC |
Mission Viejo, CA |
Q4 2024 |
160 |
$481M |
| Financial Management Professionals, Inc. |
Austin, TX |
Q1 2025 |
992 |
$783M |
| Financial Network Wealth Advisors LLC |
Murray, UT |
Q4 2024 |
479 |
$53.8M |
| Financial Network Wealth Management LLC |
Draper, UT |
Q4 2024 |
115 |
$280M |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2022 |
116 |
$449M |
| Financial Partners Group, Inc |
Overland Park, KS |
Q4 2024 |
182 |
$685M |
| Financial Partners Group, LLC |
Gallatin, TN |
Q1 2025 |
81 |
$230M |
| Financial Perspectives, Inc |
Minneapolis, MN |
Q1 2025 |
719 |
$292M |
| Financial Planning & Information Services, Inc. |
De Pere, WI |
Q3 2024 |
88 |
$726M |
| Financial Security Advisor, Inc. |
Virginia Beach, VA |
Q4 2024 |
120 |
$394M |
| Financial Sense Advisors, Inc. |
San Diego, CA |
Q4 2024 |
104 |
$298M |
| Financial Services Advisory Inc |
Rockville, MD |
Q4 2024 |
53 |
$426M |
| Financial Strategies Group, Inc. |
Okemos, MI |
Q4 2024 |
96 |
$418M |
| Financial Symmetry Inc |
Raleigh, NC |
Q4 2024 |
44 |
$148M |
| Financial Synergies Wealth Advisors, Inc. |
Houston, TX |
Q4 2024 |
73 |
$806M |
| Financial & Tax Architects, LLC |
St Louis, MO |
Q4 2024 |
103 |
$393M |
| Financiere des Professionnels - Fonds d,investissement inc. |
Montreal, Quebec, Canada |
Q4 2024 |
171 |
$1.43B |
| FinDec Wealth Services, Inc. |
Stockton, CA |
Q4 2024 |
39 |
$144M |
| FINDELL CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2024 |
17 |
$217M |
| Findlay Park Partners LLP |
London, United Kingdom |
Q4 2024 |
59 |
$10.1B |
| Fine Capital Partners, L.P. |
New York, NY |
Q4 2024 |
1 |
$667M |
| FineMark National Bank & Trust |
Fort Myers, FL |
Q4 2024 |
433 |
$2.87B |
| Finepoint Capital LP |
Boston, MA |
Q4 2024 |
24 |
$867M |
| Finer Wealth Management, Inc. |
Salem, MA |
Q4 2024 |
82 |
$174M |
| Fingerlakes Wealth Management, Inc. |
Ithaca, NY |
Q4 2024 |
86 |
$124M |
| Finley Financial, LLC |
Las Vegas, NV |
Q4 2024 |
122 |
$192M |
| FinTrust Capital Advisors, LLC |
Greenville, SC |
Q3 2024 |
1369 |
$588M |
| FinTrust Investment Advisory Services, LLC |
Greenville, SC |
Q1 2018 |
116 |
$109M |
| Finward Bancorp |
Munster, IN |
Q4 2024 |
103 |
$115M |
| Fire Capital Management LLC |
San Francisco, CA |
Q4 2024 |
90 |
$134M |
| Firestone Capital Management |
Coral Gables, FL |
Q4 2024 |
153 |
$402M |
| FIRETHORN WEALTH PARTNERS, LLC |
Augusta, GA |
Q1 2025 |
171 |
$210M |
| FIRETRAIL INVESTMENTS PTY LTD |
Sydney, Nsw, Australia |
Q4 2024 |
23 |
$334M |
| First Affirmative Financial Network |
Colorado Springs, CO |
Q1 2025 |
269 |
$163M |
| First Allied Advisory Services, Inc. |
San Diego, CA |
Q3 2020 |
1177 |
$2.97B |
| First American Bank |
Dundee, IL |
Q4 2024 |
169 |
$1.42B |
| First American Financial Corp |
Santa Ana, CA |
Q4 2024 |
3 |
$292M |
| FIRST AMERICAN TRUST, FSB |
Santa Ana, CA |
Q4 2024 |
228 |
$1B |
| First Ascent Asset Management, LLC |
Denver, CO |
Q4 2023 |
53 |
$892M |
| First Bancorp, Inc /ME/ |
Damariscotta, ME |
Q4 2024 |
119 |
$146M |
| First Bank & Trust |
Brookings, SD |
Q4 2024 |
236 |
$521M |
| First Beijing Investment Ltd |
Hong Kong, Hong Kong |
Q4 2024 |
12 |
$1.41B |
| FIRST BUSINESS FINANCIAL SERVICES, INC. |
Madison, WI |
Q4 2024 |
162 |
$1.01B |
| First Capital Advisors Group, LLC. |
Little Silver, NJ |
Q2 2023 |
965 |
$192M |
| First Citizens Asset Management, Inc. |
Raleigh, NC |
Q4 2024 |
25 |
$273M |
| FIRST CITIZENS BANCORPORATION INC |
Columbia, SC |
Q4 2014 |
113 |
$149M |
| FIRST CITIZENS BANK & TRUST CO |
Raleigh, NC |
Q1 2025 |
510 |
$3.86B |
| First Citizens Financial Corp |
Mason City, IA |
Q1 2025 |
121 |
$177M |
| First City Capital Management, Inc. |
Savannah, GA |
Q1 2025 |
147 |
$167M |
| First Command Advisory Services, Inc. |
Fort Worth, TX |
Q4 2024 |
436 |
$10.5B |
| First Command Bank |
Fort Worth, TX |
Q2 2023 |
417 |
$1.06B |
| First Command Financial Services, Inc. |
Fort Worth, TX |
Q2 2023 |
417 |
$1.06B |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
Indiana, PA |
Q4 2024 |
219 |
$424M |
| FIRST COMMUNITY TRUST NA |
Dubuque, IA |
Q1 2025 |
313 |
$114M |
| First County Bank /CT/ |
Stamford, CT |
Q1 2025 |
165 |
$181M |
| First Dallas Securities Inc. |
Dallas, TX |
Q4 2024 |
112 |
$245M |
| First Eagle Investment Management, LLC |
New York, NY |
Q4 2024 |
422 |
$44.7B |
| First Farmers & Merchants Bank / Trust |
Columbia, TN |
Q3 2022 |
86 |
$73.3M |
| First Fiduciary Investment Counsel, Inc. |
Cleveland, OH |
Q4 2024 |
66 |
$492M |
| FIRST FINANCIAL BANKSHARES INC |
Abilene, TX |
Q4 2024 |
170 |
$4.62B |
| First Financial Bank - Trust Division |
Hamilton, OH |
Q1 2025 |
201 |
$1.03B |
| FIRST FINANCIAL CORP /IN/ |
Terre Haute, IN |
Q1 2025 |
342 |
$207M |
| FIRST FINANCIAL EQUITY CORPORATION |
Scottsdale, AZ |
Q1 2017 |
448 |
$583M |
| First Financial Group Corp |
Raleigh, NC |
Q4 2024 |
66 |
$90.4M |
| FIRST FOUNDATION ADVISORS |
Irvine, CA |
Q4 2024 |
341 |
$2.66B |
| FIRST GROWTH CAPITAL PARTNERS LO LP |
San Francisco, CA |
Q4 2020 |
25 |
$142M |
| First Growth Investment Manager LP |
San Francisco, CA |
Q2 2023 |
27 |
$59.5M |
| Firsthand Capital Management, Inc. |
San Jose, CA |
Q4 2024 |
48 |
$48.1M |
| FIRST HAWAIIAN BANK |
Honolulu, HI |
Q1 2025 |
847 |
$2.99B |
| First Heartland Consultants, Inc. |
Lake St. Louis, MO |
Q4 2024 |
448 |
$973M |
| First Horizon Advisors, Inc. |
Memphis, TN |
Q4 2024 |
2267 |
$3.57B |
| First Houston Capital, Inc. |
Houston, TX |
Q2 2017 |
65 |
$100M |
| First International Bank & Trust |
Watford City, ND |
Q4 2024 |
70 |
$309M |
| FIRST INTERSTATE BANCSYSTEM INC |
Billings, MT |
Q1 2021 |
104 |
$841M |
| FIRST INTERSTATE BANK |
Billings, MT |
Q4 2024 |
179 |
$1.65B |
| First Light Asset Management, LLC |
Edina, MN |
Q4 2024 |
36 |
$1.05B |
| First Long Island Investors, LLC |
Jericho, NY |
Q4 2024 |
66 |
$1.26B |
| FIRST MANHATTAN CO. LLC. |
New York, NY |
Q4 2024 |
680 |
$34.1B |
| FirstMark Capital OF I GP, LLC |
New York, NY |
Q3 2021 |
2 |
$43.1M |
| FirstMark Capital OF II GP, LLC |
New York, NY |
Q3 2021 |
1 |
$44.1M |
| FIRST MERCANTILE TRUST CO |
Cordova, TN |
Q3 2021 |
837 |
$755M |
| FIRST MERCHANTS CORP |
Muncie, IN |
Q4 2024 |
404 |
$2.6B |
| FIRSTMERIT BANK N A TRUSTEE |
Akron, OH |
Q2 2016 |
306 |
$1.24B |
| FIRST MIDWEST BANK TRUST DIVISION |
Joliet, IL |
Q4 2021 |
374 |
$776M |
| First National Advisers, LLC |
Omaha, NE |
Q4 2024 |
175 |
$618M |
| First National Bank of Hutchinson |
Hutchinson, KS |
Q4 2024 |
90 |
$165M |
| First National Bank of Mount Dora, Trust Investment Services |
Mount Dora, FL |
Q1 2025 |
129 |
$409M |
| FIRST NATIONAL BANK OF OMAHA |
Omaha, NE |
Q4 2024 |
305 |
$1.54B |
| First National Bank of South Miami |
South Miami, FL |
Q2 2023 |
248 |
$124M |
| FIRST NATIONAL BANK SIOUX FALLS |
Sioux Falls, SD |
Q1 2025 |
132 |
$247M |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
Newtown, PA |
Q4 2024 |
134 |
$479M |
| FIRST NATIONAL CORP /MA/ /ADV |
Rockland, MA |
Q1 2025 |
160 |
$453M |
| FIRST NATIONAL TRUST CO |
Hermitage, PA |
Q4 2024 |
400 |
$2.66B |
| FIRST NEW YORK SECURITIES LLC /NY |
New York, NY |
Q4 2016 |
86 |
$53.5M |
| First Pacific Advisors, LP |
Los Angeles, CA |
Q4 2024 |
57 |
$7B |
| First Pacific Financial |
Vancouver, WA |
Q4 2024 |
400 |
$430M |
| First Personal Financial Services |
Charlotte, NC |
Q3 2024 |
570 |
$473M |
| First PREMIER Bank |
Sioux Falls, SD |
Q4 2024 |
388 |
$393M |
| FirstPurpose Wealth LLC |
Orem, UT |
Q1 2024 |
207 |
$275M |
| FIRST QUADRANT LLC/CA |
Glendale, CA |
Q1 2022 |
136 |
$18M |
| First Reserve Energy Infrastructure GP II Ltd |
Greenwich, CT |
Q1 2017 |
1 |
$34.8M |
| First Reserve GP XIII Ltd |
Stamford, CT |
Q4 2024 |
1 |
$457M |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP |
Dallas, TX |
Q4 2024 |
32 |
$267M |
| FIRST TRUST ADVISORS LP |
Wheaton, IL |
Q4 2024 |
2552 |
$113B |
| First Trust Bank, Ltd. |
Nassau, Bahamas |
Q4 2024 |
5 |
$34.7M |
| First Trust Capital Management L.P. |
Chicago, IL |
Q4 2024 |
93 |
$1.31B |
| First Trust Investment Solutions L.P. |
Naples, FL |
Q3 2024 |
272 |
$887M |
| First Turn Management, LLC |
Del Mar, CA |
Q4 2024 |
36 |
$558M |
| FIRST UNITED BANK & TRUST |
Oakland, MD |
Q1 2025 |
402 |
$268M |
| First Washington CORP |
Seattle, WA |
Q4 2024 |
53 |
$283M |
| First Western Capital Management Co |
Denver, CA |
Q3 2020 |
18 |
$4.72M |
| First Western Trust Bank |
Denver, CO |
Q4 2024 |
196 |
$2.17B |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC |
Pasadena, CA |
Q4 2024 |
86 |
$368M |
| FIR TREE CAPITAL MANAGEMENT LP |
New York, NY |
Q4 2024 |
49 |
$42.6M |
| Fischer Financial Services, Inc. |
Harrisburg, PA |
Q4 2024 |
64 |
$317M |
| FISCHER INVESTMENT STRATEGIES, LLC |
Westlake Village, CA |
Q4 2024 |
26 |
$126M |
| Fisher Asset Management, LLC |
Camas, WA |
Q4 2024 |
975 |
$251B |
| Fisher Funds Management LTD |
Auckland, New Zealand |
Q4 2024 |
164 |
$4.15B |
| FISHMAN JAY A LTD/MI |
Troy, MI |
Q4 2024 |
85 |
$1.07B |
| Fithian, LLC |
New York, NY |
Q1 2023 |
17 |
$47.9M |
| Five Oceans Advisors |
Santa Monica, CA |
Q1 2025 |
175 |
$209M |
| Five Oceans Asset Management LTD |
Sydney, Australia |
Q2 2014 |
49 |
$438M |
| Five Pine Wealth Management |
Coeur D Alene, ID |
Q4 2024 |
40 |
$119M |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND |
Stockholm, Sweden |
Q4 2024 |
525 |
$9.89B |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
Stockholm, Sweden |
Q2 2024 |
536 |
$8.86B |
| FJ Capital Management LLC |
Mclean, VA |
Q4 2024 |
111 |
$862M |
| Fjell Capital, LLC |
Fargo, ND |
Q1 2025 |
51 |
$98.6M |
| FJ Investments, LLC |
Salt Lake City, UT |
Q4 2024 |
4 |
$1.05B |
| FLAGSHIP HARBOR ADVISORS, LLC |
Boston, MA |
Q4 2024 |
734 |
$1.9B |
| Flagship Pioneering Inc. |
Cambridge, MA |
Q4 2024 |
5 |
$334M |
| Flagship Private Wealth, LLC |
Woburn, MA |
Q1 2025 |
100 |
$210M |
| Flagship Ventures Fund 2007, L.P. |
Cambridge, MA |
Q1 2016 |
4 |
$95.2M |
| Flagship Ventures Fund IV, L.P. |
Cambridge, MA |
Q1 2016 |
3 |
$382M |
| FLAGSHIP WEALTH ADVISORS, LLC |
Wakefield, MA |
Q4 2024 |
372 |
$170M |
| FLAGSTAR ADVISORS INC |
New York, NY |
Q1 2025 |
215 |
$391M |
| Flagstone Financial Management |
Lincoln, NE |
Q4 2024 |
54 |
$301M |
| Flaharty Asset Management, LLC |
Clearwater, FL |
Q4 2024 |
128 |
$685M |
| FLAHERTY & CRUMRINE INC |
Pasadena, CA |
Q3 2018 |
4 |
$19.8M |
| Flatbush Watermill Management, LLC |
New York, NY |
Q3 2014 |
1 |
$19.8M |
| Flat Footed LLC |
Wilson, WY |
Q4 2024 |
8 |
$190M |
| Flavin Financial Services, Inc. |
Melbourne, FL |
Q4 2024 |
68 |
$105M |
| FLC Capital Advisors |
Palm Desert, CA |
Q4 2024 |
174 |
$435M |
| FLEMING JAMES B JR |
Alexandria, VA |
Q4 2024 |
3 |
$83.5M |
| Flight Deck Capital, LP |
San Francisco, CA |
Q4 2024 |
12 |
$89.9M |
| Flinton Capital Management LLC |
Philadelphia, PA |
Q3 2019 |
890 |
$3.22B |
| FLIPPIN BRUCE & PORTER INC |
Lynchburg, VA |
Q1 2021 |
78 |
$553M |
| FLOOD GAMBLE ASSOCIATES INC |
New York, NY |
Q3 2015 |
59 |
$200M |
| Florence Capital Advisors, LLC |
New York, NY |
Q2 2019 |
15 |
$105M |
| FLORIDA FINANCIAL ADVISORS, LLC |
Tampa, FL |
Q4 2024 |
194 |
$224M |
| Florin Court Capital LLP |
London, United Kingdom |
Q4 2024 |
26 |
$96.3M |
| FLOSSBACH VON STORCH AG |
Cologne, Germany |
Q4 2024 |
111 |
$25.1B |
| Flossbach von Storch AG Zurich |
Zurich, Switzerland |
Q2 2020 |
16 |
$12M |
| Flower City Capital |
Pittsford, NY |
Q4 2024 |
34 |
$163M |
| FLOW TRADERS U.S. LLC |
New York, NY |
Q4 2024 |
970 |
$2.51B |
| FLOYD FINANCIAL GROUP LLC |
Springfield, MO |
Q1 2025 |
55 |
$111M |
| FLPUTNAM INVESTMENT MANAGEMENT CO |
Lynnfield, MA |
Q4 2024 |
564 |
$5.47B |
| Fluent Financial, LLC |
Dallas, TX |
Q1 2025 |
59 |
$230M |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
Garden City, NY |
Q4 2024 |
124 |
$215M |
| FLYWHEEL PRIVATE WEALTH LLC |
Los Altos, CA |
Q1 2025 |
82 |
$110M |
| FMA ADVISORY INC |
Harrisburg, PA |
Q3 2021 |
135 |
$268M |
| FMA Wealth Management, LLC |
Duxbury, MA |
Q4 2024 |
39 |
$134M |
| FMB WEALTH MANAGEMENT |
Westlake Village, CA |
Q1 2025 |
75 |
$181M |
| F/M Investments LLC |
Washington, DC |
Q4 2024 |
399 |
$2.71B |
| FMR LLC |
Boston, MA |
Q4 2024 |
5516 |
$1.68T |
| FNY Investment Advisers, LLC |
New York, NY |
Q1 2025 |
653 |
$164M |
| FNY Managed Accounts LLC |
New York, NY |
Q1 2018 |
402 |
$81.9M |
| FNY Partners Fund LP |
New York, NY |
Q1 2018 |
333 |
$184M |
| FOCUSED INVESTORS FUND L P |
Los Angeles, CA |
Q1 2024 |
23 |
$3.19B |
| Focused Investors LLC |
Los Angeles, CA |
Q4 2024 |
24 |
$3.17B |
| Focused Wealth Management, Inc |
Newburgh, NY |
Q4 2024 |
170 |
$741M |
| Focus Financial Network, Inc. |
Minneapolis, MN |
Q1 2025 |
684 |
$2.45B |
| FOCUS FINANCIAL NETWORK INC /ADV |
Minneapolis, MN |
Q4 2023 |
710 |
$2.66B |
| FOCUS Wealth Advisors, LLC |
Houston, TX |
Q4 2024 |
57 |
$189M |
| Fogel Capital Management, Inc. |
Stuart, FL |
Q1 2025 |
44 |
$186M |
| Foguth Wealth Management, LLC. |
Brighton, MI |
Q4 2024 |
148 |
$382M |
| Folger Hill Asset Management LP |
New York, NY |
Q3 2018 |
13 |
$16.5M |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
Washington, DC |
Q1 2025 |
164 |
$888M |
| FolioMetrix LLC |
Omaha, NE |
Q2 2015 |
177 |
$196M |
| FOLKETRYGDFONDET |
Oslo Norway, Norway |
Q4 2024 |
11 |
$4.45B |
| Fondren Management LP |
Houston, TX |
Q3 2020 |
16 |
$16.9M |
| Fonville Wealth Management LLC |
Richmond, VA |
Q4 2024 |
107 |
$303M |
| Foothills Asset Management, Ltd. |
Scottsdale, AZ |
Q1 2020 |
65 |
$115M |
| FORA Capital, LLC |
Miami, FL |
Q4 2024 |
370 |
$874M |
| Forager Capital Management, LLC |
Birmingham, AL |
Q4 2024 |
13 |
$239M |
| Forager Funds Management Pty Ltd |
Sydney, Australia |
Q3 2022 |
22 |
$61.3M |
| Forbes Financial Planning, Inc. |
East Greenwich, RI |
Q4 2024 |
31 |
$131M |
| FORBES J M & CO LLP |
Boston, MA |
Q4 2024 |
141 |
$1.04B |
| Force Capital Management LLC |
New York, NY |
Q3 2019 |
6 |
$11.4M |
| Ford Financial Group, LLC |
Fresno, CA |
Q1 2023 |
7 |
$2.36M |
| Fore Capital, LLC |
New York, NY |
Q4 2024 |
42 |
$81M |
| Forefront Analytics, LLC |
West Conshohocken, PA |
Q4 2024 |
64 |
$215M |
| FOREFRONT WEALTH MANAGEMENT INC. |
Malvern, PA |
Q1 2025 |
48 |
$108M |
| Fore Research & Management, LP |
New York, NY |
Q2 2017 |
46 |
$221M |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
Saline, MI |
Q1 2025 |
87 |
$161M |
| Foresight Global Investors, Inc. |
Purchase, NY |
Q4 2024 |
12 |
$137M |
| Foresight Group Ltd Liability Partnership |
London, United Kingdom |
Q4 2024 |
35 |
$29.3M |
| Foresight Wealth Management, LLC |
Draper, UT |
Q4 2022 |
15 |
$6.98M |
| Foresite Capital Management III, LLC |
Larkspur, CA |
Q3 2022 |
4 |
$37.9M |
| Foresite Capital Management II, LLC |
Larkspur, CA |
Q3 2023 |
1 |
$29.2M |
| Foresite Capital Management I, LLC |
Larkspur, CA |
Q3 2022 |
1 |
$21.4M |
| Foresite Capital Management IV, LLC |
Larkspur, CA |
Q4 2024 |
4 |
$109M |
| Foresite Capital Management VI LLC |
Larkspur, CA |
Q4 2024 |
14 |
$224M |
| Foresite Capital Management V, LLC |
Larkspur, CA |
Q4 2024 |
6 |
$120M |
| Foresite Capital Opportunity Management V, LLC |
Larkspur, CA |
Q3 2022 |
9 |
$33.3M |
| Forest Avenue Capital Management LP |
Miami, FL |
Q4 2024 |
21 |
$1.06B |
| Forester Capital Management, LTD |
Lake Forest, IL |
Q2 2017 |
51 |
$63.2M |
| FORESTERS ASSET MANAGEMENT INC. |
Toronto, Ontario, Canada |
Q2 2019 |
46 |
$195M |
| FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. |
New York, NY |
Q3 2019 |
295 |
$5.05B |
| Forest Hill Capital, LLC |
Little Rock, AR |
Q4 2024 |
39 |
$129M |
| Forge Financial Services LLC |
Edmond, OK |
Q4 2024 |
20 |
$119M |
| Forge First Asset Management Inc. |
Toronto, Ontario, Canada (Federal Level) |
Q4 2024 |
39 |
$276M |
| Formation8 GP, LLC |
Los Altos, CA |
Q1 2024 |
3 |
$67.6M |
| Formidable Asset Management, LLC |
Cincinnati, OH |
Q4 2024 |
373 |
$609M |
| FormulaFolio Investments, LLC |
Grand Rapids, MI |
Q2 2021 |
478 |
$299M |
| FORMULA GROWTH LTD |
Montreal, Quebec, Canada |
Q4 2024 |
115 |
$295M |
| FORSTA AP-FONDEN |
Stockholm, Sweden |
Q4 2024 |
557 |
$14.1B |
| FORTALEZA ASSET MANAGEMENT INC/ |
Chicago, IL |
Q2 2018 |
105 |
$12.3M |
| Fort Baker Capital Management LP |
Larkspur, CA |
Q4 2024 |
64 |
$614M |
| FORTE ASSET MANAGEMENT LLC |
Bedford, NY |
Q4 2024 |
60 |
$188M |
| FORTE CAPITAL LLC /ADV |
Rochester, NY |
Q4 2024 |
229 |
$890M |
| FORTEM FINANCIAL GROUP, LLC |
Palm Desert, CA |
Q4 2024 |
176 |
$258M |
| Fort Henry Capital, LLC |
Wheeling, WV |
Q4 2024 |
14 |
$140M |
| Forthright Family Wealth Advisory LLC |
Houston, TX |
Q4 2024 |
60 |
$154M |
| ForthRight Wealth Management, LLC |
Alpharetta, GA |
Q1 2025 |
65 |
$299M |
| Fortis Advisors, LLC |
Wayne, PA |
Q1 2025 |
111 |
$153M |
| Fortis Capital Advisors, LLC |
Prairie Village, KS |
Q4 2024 |
172 |
$279M |
| Fortis Capital Management LLC |
Bellevue, WA |
Q4 2024 |
133 |
$538M |
| Fortis Group Advisors, LLC |
Westwood, NJ |
Q4 2024 |
502 |
$537M |
| Fortitude Advisory Group L.L.C. |
Gig Harbor, WA |
Q1 2025 |
201 |
$139M |
| Fortitude Family Office, LLC |
Scottsdale, AZ |
Q1 2025 |
1142 |
$280M |
| FORT, L.P. |
Chevy Chase, MD |
Q3 2024 |
140 |
$39.6M |
| FORT PITT CAPITAL GROUP INC |
Pittsburgh, PA |
Q3 2015 |
96 |
$743M |
| FORT PITT CAPITAL GROUP, LLC |
Pittsburgh, PA |
Q3 2024 |
127 |
$3.55B |
| Fort Point Capital Partners LLC |
San Francisco, CA |
Q4 2024 |
295 |
$893M |
| FORTRESS FINANCIAL GROUP, LLC |
Rochester, MN |
Q1 2025 |
69 |
$100M |
| Fortress Financial Solutions, LLC |
Tucson, AZ |
Q4 2024 |
57 |
$70M |
| Fortress Investment Group LLC |
New York, NY |
Q4 2024 |
25 |
$629M |
| FORTRESS PRIVATE LEDGER, LLC |
Raleigh, NC |
Q4 2024 |
147 |
$164M |
| Fortress Wealth Group, LLC |
Winter Park, FL |
Q4 2024 |
102 |
$208M |
| Fortress Wealth Management, Inc. |
Culver City, CA |
Q4 2024 |
68 |
$206M |
| Fort Sheridan Advisors LLC |
Highland Park, IL |
Q4 2024 |
246 |
$685M |
| Fortune 45 LLC |
Gonzales, LA |
Q4 2024 |
25 |
$153M |
| Fortune Financial Advisors, LLC |
Overland Park, KS |
Q4 2024 |
88 |
$110M |
| Fort Vancouver Investment Management, LLC |
Vancouver, WA |
Q4 2024 |
47 |
$118M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
Cincinnati, OH |
Q1 2025 |
394 |
$16.3B |
| Forum Financial Management, LP |
Lombard, IL |
Q4 2024 |
891 |
$6.04B |
| Forum Private Client Group LLC |
Fishers, IN |
Q4 2024 |
75 |
$225M |
| Forvis Mazars Wealth Advisors, LLC |
Springfield, MO |
Q4 2024 |
419 |
$4.34B |
| Forza Wealth Management, LLC |
Sarasota, FL |
Q4 2024 |
183 |
$219M |
| Fosse Capital Partners LLP |
London, United Kingdom |
Q4 2024 |
3 |
$270M |
| FOSTER DYKEMA CABOT & CO INC/MA |
Waltham, MA |
Q3 2023 |
389 |
$827M |
| FOSTER DYKEMA CABOT & PARTNERS, LLC |
Waltham, MA |
Q4 2024 |
376 |
$1.28B |
| Foster Group, Inc. |
West Des Moines, IA |
Q1 2025 |
224 |
$2.67B |
| FOSTER & MOTLEY INC |
Cincinnati, OH |
Q4 2024 |
373 |
$1.54B |
| Foster Victor Wealth Advisors, LLC |
Greenville, SC |
Q1 2025 |
195 |
$1.24B |
| Fosun International Ltd |
Hong Kong, China |
Q4 2024 |
47 |
$320M |
| Foundation Asset Management, LP |
White Plains, NY |
Q2 2018 |
19 |
$116M |
| Foundation Capital, LLC |
Palo Alto, CA |
Q3 2022 |
3 |
$55.5M |
| FOUNDATION RESOURCE MANAGEMENT INC |
Little Rock, AR |
Q1 2025 |
50 |
$634M |
| Foundations Investment Advisors, LLC |
Phoenix, AZ |
Q4 2024 |
836 |
$5.18B |
| Foundation Wealth Management, LLC |
Clayton, MO |
Q4 2024 |
45 |
$129M |
| Foundation Wealth Management, LLC\PA |
Media, PA |
Q4 2024 |
89 |
$206M |
| Founder Collective GP, LLC |
Cambridge, MA |
Q3 2022 |
2 |
$124K |
| FOUNDERS BANK & TRUST |
Grand Rapids, MI |
Q4 2014 |
345 |
$190M |
| Founders Capital Management |
Houston, TX |
Q1 2025 |
370 |
$155M |
| FOUNDERS CAPITAL MANAGEMENT, LLC |
East Hartford, CT |
Q1 2025 |
76 |
$544M |
| Founders Circle Capital LLC |
Campbell, CA |
Q3 2024 |
6 |
$79.5M |
| Founders Financial Alliance, LLC |
Raleigh, NC |
Q4 2024 |
576 |
$364M |
| FOUNDERS FINANCIAL SECURITIES LLC |
Towson, MD |
Q4 2024 |
435 |
$1.11B |
| Founders Fund Growth Management, LLC |
San Francisco, CA |
Q4 2024 |
1 |
$200K |
| Founders Fund VII Management, LLC |
San Francisco, CA |
Q4 2024 |
1 |
$1.05M |
| Founders Fund VI Management, LLC |
San Francisco, CA |
Q4 2024 |
1 |
$64.9K |
| Founders Fund V Management, LLC |
San Francisco, CA |
Q4 2024 |
3 |
$1.68M |
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
Richmond, VA |
Q1 2025 |
122 |
$359M |
| Foundry Financial Group, Inc. |
Laconia, NH |
Q4 2024 |
60 |
$161M |
| Foundry Group Next, LLC |
Boulder, CO |
Q4 2024 |
1 |
$25.7M |
| Foundry Partners, LLC |
Minneapolis, MN |
Q4 2024 |
269 |
$1.99B |
| FountainCap Research & Investment (Hong Kong) Co., Ltd. |
Hong Kong, China |
Q3 2022 |
1 |
$13.4M |
| Fountainhead AM, LLC |
Warren, NJ |
Q4 2024 |
168 |
$548M |
| FountainVest China Capital Partners GP3 Ltd. |
Grand Cayman, Cayman Islands |
Q4 2024 |
2 |
$2.5B |
| FOURPOINTS Investment Managers, S.A.S. |
Paris, France |
Q4 2019 |
4 |
$21.1M |
| FOURSIXTHREE CAPITAL LP |
New York, NY |
Q4 2024 |
12 |
$115M |
| Fourth Dimension Wealth, LLC |
Middleburg Heights, OH |
Q4 2024 |
619 |
$191M |
| FourThought Financial, LLC |
Venice, FL |
Q3 2022 |
1399 |
$675M |
| FourThought Financial Partners, LLC |
Venice, FL |
Q4 2024 |
318 |
$963M |
| Fourth Sail Capital LP |
Camana Bay Grand Cayman, Cayman Islands |
Q4 2024 |
21 |
$336M |
| Fourthstone LLC |
St Louis, MO |
Q4 2024 |
68 |
$512M |
| Four Tree Island Advisory LLC |
Portsmouth, NH |
Q4 2024 |
23 |
$145M |
| FourWorld Capital Management LLC |
New York, NY |
Q4 2024 |
20 |
$186M |
| Fox Financial, Inc |
Wyomissing, PA |
Q4 2024 |
13 |
$111M |
| Foxhaven Asset Management, LP |
Charlottesville, VA |
Q4 2024 |
20 |
$3.73B |
| Fox Hill Wealth Management |
Dedham, MA |
Q4 2024 |
128 |
$177M |
| Fox Point Capital Management LLC |
New York, NY |
Q4 2017 |
8 |
$19.2M |
| FOX RUN MANAGEMENT, L.L.C. |
Greenwich, CT |
Q4 2024 |
828 |
$551M |
| Foyston, Gordon, & Payne Inc |
Toronto, Ontario, Canada |
Q4 2024 |
52 |
$378M |
| FPC INVESTMENT ADVISORY, INC. |
Petaluma, CA |
Q4 2024 |
283 |
$137M |
| FPR PARTNERS LLC |
San Francisco, CA |
Q4 2024 |
11 |
$910M |
| Fractal Investments LLC |
Glastonbury, CT |
Q4 2024 |
76 |
$653M |
| Fragasso Financial Advisors Inc |
Sewickley, PA |
Q1 2025 |
265 |
$1.35B |
| Franchise Capital Ltd |
Grand Cayman, Cayman Islands |
Q1 2025 |
20 |
$163M |
| Francisco Partners Management, LP |
San Francisco, CA |
Q4 2024 |
6 |
$861M |
| Francis Financial, Inc. |
New York, NY |
Q4 2024 |
106 |
$383M |
| Franklin, Parlapiano, Turner & Welch, LLC |
Houston, TX |
Q4 2024 |
50 |
$370M |
| FRANKLIN RESOURCES INC |
San Mateo, CA |
Q4 2024 |
2913 |
$358B |
| Franklin Square Holdings, L.P. |
Philadelphia, PA |
Q3 2018 |
31 |
$73.4M |
| FRANKLIN STREET ADVISORS INC /NC |
Chapel Hill, NC |
Q1 2025 |
161 |
$1.42B |
| Frank, Rimerman Advisors LLC |
Palo Alto, CA |
Q4 2024 |
518 |
$1.38B |
| Frazier Financial Advisors, LLC |
Columbus, OH |
Q4 2024 |
645 |
$126M |
| Frazier Life Sciences Management, L.P. |
Palo Alto, CA |
Q4 2024 |
50 |
$2.41B |
| FRED ALGER MANAGEMENT, LLC |
New York, NY |
Q4 2024 |
405 |
$21B |
| Frederick Financial Consultants, LLC |
Frederick, MD |
Q4 2024 |
83 |
$125M |
| Freed Investment Group |
Boston, MA |
Q3 2021 |
16 |
$131M |
| Freedom Day Solutions, LLC |
Houston, TX |
Q4 2024 |
99 |
$334M |
| Freedom Financial Partners LLC |
Oakdale, MN |
Q1 2025 |
76 |
$215M |
| Freedom Investment Management, Inc. |
Hartford, CT |
Q4 2024 |
751 |
$1.2B |
| FREEDOM WEALTH ALLIANCE, LLC |
Brookfield, WI |
Q3 2023 |
46 |
$60.7M |
| FreeGulliver LLC |
New Orleans, LA |
Q4 2024 |
89 |
$192M |
| Freemont Capital Pte Ltd |
Singapore, Singapore |
Q4 2024 |
6 |
$4.73B |
| Freemont Management S.A. |
Vaud, Switzerland |
Q4 2024 |
74 |
$204M |
| Freestate Advisors LLC |
Overland Park, KS |
Q1 2025 |
38 |
$101M |
| Freestone Capital Holdings, LLC |
Seattle, WA |
Q4 2024 |
440 |
$2.89B |
| Freestone Grove Partners LP |
San Francisco, CA |
Q4 2024 |
569 |
$8.16B |
| Freshford Capital Management, LLC |
Rye Brook, NY |
Q4 2024 |
15 |
$341M |
| FRG Family Wealth Advisors LLC |
Bellevue, WA |
Q4 2024 |
145 |
$551M |
| Friday Financial |
Dubuque, IA |
Q4 2024 |
65 |
$145M |
| Friedberg Investment Management |
Houston, TX |
Q3 2017 |
64 |
$61.9M |
| Friedenthal Financial |
Marlton, NJ |
Q4 2024 |
257 |
$171M |
| FRIESS ASSOCIATES LLC |
Greenville, DE |
Q2 2022 |
32 |
$59.9M |
| Frisch Financial Group, Inc. |
Melville, NY |
Q4 2024 |
129 |
$330M |
| FRONT BARNETT ASSOCIATES LLC |
Chicago, IL |
Q3 2023 |
119 |
$833M |
| FrontFour Capital Group LLC |
Greenwich, CT |
Q3 2019 |
8 |
$26.5M |
| Frontier Asset Management, LLC |
Sheridan, WY |
Q4 2024 |
66 |
$303M |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
Boston, MA |
Q4 2024 |
285 |
$10.5B |
| FRONTIER INVESTMENT MGMT CO |
Dallas, TX |
Q2 2020 |
277 |
$1.62B |
| Frontier Wealth Management LLC |
Kansas City, MO |
Q2 2022 |
390 |
$1.37B |
| Front Row Advisors LLC |
Tiburon, CA |
Q4 2024 |
499 |
$290M |
| Front Street Capital Management, Inc. |
Missoula, MT |
Q4 2024 |
68 |
$576M |
| Fruth Investment Management |
Houston, TX |
Q4 2024 |
216 |
$363M |
| FSA Advisors, Inc. |
Troy, MI |
Q4 2024 |
139 |
$81.3M |
| FSA Investment Group, LLC |
Pensacola, FL |
Q1 2025 |
23 |
$117M |
| FSA Wealth Management LLC |
Needham, MA |
Q4 2024 |
568 |
$246M |
| FSB PREMIER WEALTH MANAGEMENT, INC. |
Waterloo, IA |
Q4 2024 |
208 |
$249M |
| FS Capital Partners V, LLC |
Los Angeles, CA |
Q4 2016 |
1 |
$19.3M |
| FSC Wealth Advisors, LLC |
Fishkill, NY |
Q4 2024 |
307 |
$155M |
| FSM Wealth Advisors, LLC |
Cleveland, OH |
Q4 2024 |
192 |
$408M |
| F-Squared Investment Management, LLC |
Wellesley, MA |
Q2 2015 |
25 |
$1.55B |
| FSR Wealth Management Ltd. |
Elmhurst, IL |
Q4 2024 |
41 |
$79.6M |
| FT Options LLC |
Chicago, IL |
Q3 2017 |
133 |
$52.4M |
| FTV Management Company, L.P. |
San Francisco, CA |
Q4 2024 |
1 |
$334M |
| FUKOKU MUTUAL LIFE INSURANCE Co |
Tokyo, Japan |
Q4 2024 |
266 |
$1.39B |
| Fulcrum Capital LLC |
Seattle, WA |
Q1 2025 |
106 |
$451M |
| Fulcrum Equity Management |
Plano, TX |
Q4 2024 |
110 |
$101M |
| Full18 Capital LLC |
Westport, CT |
Q1 2022 |
64 |
$362M |
| FULLCIRCLE WEALTH LLC |
Dallas, TX |
Q4 2024 |
218 |
$243M |
| Fullen Financial Group |
Columbus, OH |
Q1 2023 |
59 |
$185M |
| FULLER & THALER ASSET MANAGEMENT, INC. |
San Mateo, CA |
Q4 2024 |
599 |
$26.4B |
| Fullerton Fund Management Co Ltd. |
Singapore, Singapore |
Q4 2024 |
94 |
$2.86B |
| Full Sail Capital, LLC |
Oklahoma City, OK |
Q4 2024 |
158 |
$1.57B |
| Full Value Advisors, LLC |
Saddle Brook, NJ |
Q3 2009 |
82 |
$218M |
| FULTON BANK, N.A. |
Lancaster, PA |
Q1 2025 |
639 |
$2.48B |
| FULTON BREAKEFIELD BROENNIMAN LLC |
Bethesda, MD |
Q4 2024 |
191 |
$1.4B |
| Fund 1 Investments, LLC |
Rincon, Puerto Rico |
Q4 2024 |
57 |
$729M |
| Fund Evaluation Group, LLC |
Cincinnati, OH |
Q4 2024 |
38 |
$2.14B |
| FUNDSMITH INVESTMENT SERVICES LTD. |
Grande Riviere Noire, Mauritius |
Q4 2024 |
31 |
$7.69B |
| Fundsmith LLP |
London, United Kingdom |
Q4 2024 |
38 |
$23.5B |
| Fundsmith Long/Short Master Fund |
Grand Cayman, Cayman Islands |
Q1 2021 |
29 |
$121M |
| FundX Investment Group, LLC |
San Francisco, CA |
Q4 2021 |
45 |
$411M |
| FURE FINANCIAL CORP |
Bloomington, MN |
Q3 2022 |
34 |
$122M |
| Fusion Capital, LLC |
Mt. Pleasant, SC |
Q4 2024 |
83 |
$248M |
| Fusion Family Wealth LLC |
Woodbury, NY |
Q4 2024 |
45 |
$1.09B |
| Fusion Investment Group, LLC |
Pittsburgh, PA |
Q4 2015 |
72 |
$37.3M |
| Future Financial Wealth Managment LLC |
Cincinnati, OH |
Q1 2025 |
448 |
$136M |
| Future Fund LLC |
Chicago, IL |
Q4 2024 |
31 |
$35M |
| Futuris Asset Management AB |
Stockholm, Sweden |
Q2 2014 |
13 |
$145M |
| F&V Capital Management, LLC |
Boca Raton, FL |
Q1 2025 |
55 |
$385M |
| FWL INVESTMENT MANAGEMENT, LLC |
Dallas, TX |
Q4 2024 |
309 |
$275M |