| iAB Financial Bank |
Fort Wayne, IN |
Q2 2017 |
138 |
$204M |
| iA Global Asset Management Inc. |
Quebec, Quebec, Canada |
Q4 2024 |
413 |
$5.7B |
| IAG Wealth Partners, LLC |
Waukesha, WI |
Q1 2025 |
498 |
$643M |
| IAM Advisory, LLC |
Easton, PA |
Q1 2025 |
100 |
$385M |
| IAMS WEALTH MANAGEMENT, LLC |
Omaha, NE |
Q1 2025 |
157 |
$218M |
| IAT REINSURANCE CO LTD. |
New York, NY |
Q4 2024 |
74 |
$474M |
| IA Venture Partners, LLC |
New York, NY |
Q4 2021 |
1 |
$595M |
| IA Venture Strategies Fund II, LP |
New York, NY |
Q4 2024 |
2 |
$2.07M |
| IBBOTSON ASSOCIATES INC |
Chicago, IL |
Q4 2015 |
20 |
$193M |
| IBERIABANK CORP |
Lafayette, LA |
Q2 2020 |
211 |
$849M |
| Ibex Investors LLC |
Denver, CO |
Q4 2024 |
12 |
$105M |
| IBEX WEALTH ADVISORS |
Bedminster, NJ |
Q1 2025 |
122 |
$756M |
| IBIS Capital Partners LLP |
London, United Kingdom |
Q3 2019 |
11 |
$19.4M |
| IBM Retirement Fund |
Armonk, NY |
Q2 2022 |
1 |
$72.1M |
| ICA Group Wealth Management, LLC |
Denver, CO |
Q2 2024 |
793 |
$167M |
| ICAHN CARL C |
Sunny Isles Beach, FL |
Q4 2024 |
14 |
$7.42B |
| ICC CAPITAL MANAGEMENT INC/ |
Orlando, FL |
Q1 2015 |
246 |
$760M |
| ICICI Prudential Asset Management Co Ltd |
Mumbai, India |
Q4 2024 |
160 |
$909M |
| ICM ASSET MANAGEMENT INC/WA |
Spokane, WA |
Q3 2020 |
29 |
$18.1M |
| ICON ADVISERS INC/CO |
Greenwood Village, CO |
Q4 2024 |
175 |
$444M |
| ICONIQ Capital, LLC |
San Francisco, CA |
Q4 2024 |
345 |
$6.42B |
| Icon Wealth Advisors, LLC |
Houston, TX |
Q4 2024 |
502 |
$1.22B |
| Icon Wealth Partners, LLC |
Houston, TX |
Q3 2023 |
428 |
$880M |
| ICW Investment Advisors LLC |
Scottsdale, AZ |
Q4 2024 |
139 |
$240M |
| Idaho Trust Bank |
Boise, ID |
Q4 2024 |
75 |
$198M |
| IDG-Accel China Capital GP II Associates Ltd. |
Hong Kong, Hong Kong |
Q3 2022 |
2 |
$10.4M |
| IDG-Accel China Growth Fund III Associates L.P. |
Hong Kong, Hong Kong |
Q3 2021 |
6 |
$31.2M |
| IDG China Capital Fund III Associates L.P. |
Central Hong Kong, China |
Q4 2024 |
2 |
$100M |
| IDG China Venture Capital Fund IV Associates L.P. |
Hong Kong, Hong Kong |
Q4 2024 |
4 |
$431M |
| IDG China Venture Capital Fund V Associates L.P. |
Hong Kong, Hong Kong |
Q4 2024 |
1 |
$130M |
| IDG Technology Venture Investment III, LLC |
Central, Hong Kong |
Q3 2015 |
1 |
$16M |
| IDG Technology Venture Investment IV, LLC |
Hong Kong, Hong Kong |
Q4 2024 |
1 |
$82.7M |
| ID Management A/S |
Randers, Denmark |
Q2 2016 |
295 |
$316K |
| IEQ CAPITAL, LLC |
Foster City, CA |
Q4 2024 |
1325 |
$10.3B |
| IFC Advisors LLC |
Los Angeles, CA |
Q4 2024 |
143 |
$459M |
| IFG Advisors, LLC |
St. Louis, MO |
Q1 2025 |
149 |
$519M |
| IFG Advisory, LLC |
Atlanta, GA |
Q4 2024 |
672 |
$1.76B |
| IFM Investors Pty Ltd |
Melbourne, Australia |
Q3 2024 |
681 |
$10.4B |
| IFP Advisors, Inc |
Tampa, FL |
Q4 2024 |
4182 |
$3.05B |
| Ifrah Financial Services, Inc. |
Little Rock, AR |
Q4 2024 |
203 |
$362M |
| IFS Advisors, LLC |
Overland Park, KS |
Q1 2025 |
199 |
$123M |
| I.G. INVESTMENT MANAGEMENT, LTD. |
Winnipeg, Manitoba, Canada |
Q3 2017 |
425 |
$19.5B |
| Ignite Planners, LLC |
San Clemente, CA |
Q4 2024 |
302 |
$456M |
| IGP Investments (G.P.L.P), LP |
Herzliya, Israel |
Q4 2024 |
1 |
$9M |
| Iguana Healthcare Management, LLC |
New York, NY |
Q1 2018 |
62 |
$152M |
| I.G.Y. Ltd |
London, United Kingdom |
Q4 2024 |
3 |
$240M |
| IHT Wealth Management, LLC |
Chicago, IL |
Q4 2024 |
1078 |
$3.1B |
| III Capital Management |
Boca Raton, FL |
Q4 2024 |
35 |
$596M |
| Ikarian Capital, LLC |
Dallas, TX |
Q4 2024 |
122 |
$350M |
| IKOS CIF LTD |
Limassol, Cyprus |
Q3 2016 |
133 |
$16.7K |
| Ilex Capital Partners (UK) LLP |
London, United Kingdom |
Q4 2024 |
31 |
$1.56B |
| Illinois Municipal Retirement Fund |
Oak Brook, IL |
Q4 2024 |
1332 |
$7.06B |
| Illumine Investment Management, LLC |
Poulsbo, WA |
Q4 2024 |
91 |
$122M |
| Ilmarinen Mutual Pension Insurance Co |
Helsinki, Finland |
Q4 2024 |
293 |
$11.7B |
| IMA Advisory Services, Inc. |
Wichita, KS |
Q4 2024 |
169 |
$830M |
| IMC-Chicago, LLC |
Chicago, IL |
Q1 2025 |
542 |
$2.58B |
| IMG Wealth Management, Inc. |
Jacksonville, FL |
Q4 2024 |
258 |
$108M |
| Immersion Capital LLP |
London, United Kingdom |
Q4 2024 |
7 |
$120M |
| IMMERSION CORP |
Aventura, FL |
Q4 2024 |
5 |
$156M |
| Impact Capital Partners LLC |
Greenwood Village, CO |
Q1 2025 |
256 |
$276M |
| IMPACTfolio, LLC |
Denver, CO |
Q4 2024 |
49 |
$193M |
| Impact Investors, Inc |
San Francisco, CA |
Q4 2024 |
91 |
$129M |
| Impactive Capital LP |
New York City, NY |
Q4 2024 |
10 |
$2.44B |
| Impact Partnership Wealth, LLC |
Marietta, GA |
Q4 2024 |
289 |
$495M |
| Impala Asset Management LLC |
Palm Beach, FL |
Q4 2024 |
14 |
$124M |
| Impax Asset Management Group plc |
London, United Kingdom |
Q4 2024 |
312 |
$22.1B |
| Imprint Wealth LLC |
Mount Pleasant, SC |
Q1 2024 |
303 |
$412M |
| IMS Capital Management |
Portland, OR |
Q4 2024 |
135 |
$216M |
| IMZ Advisory Inc |
Boca Raton, FL |
Q1 2025 |
41 |
$220M |
| INCA Investments LLC |
Miami, FL |
Q4 2024 |
10 |
$243M |
| Incentive AS |
Oslo, Norway |
Q4 2024 |
2 |
$202M |
| INCEPTIONR LLC |
Lafayette, CA |
Q4 2024 |
594 |
$448M |
| Incline Global Management LLC |
New York, NY |
Q4 2024 |
24 |
$132M |
| INCOME RESEARCH & MANAGEMENT |
Boston, MA |
Q4 2024 |
25 |
$210M |
| Indaba Capital Management, L.P. |
San Francisco, CA |
Q4 2024 |
10 |
$208M |
| Independence Advisors, LLC |
Wayne, PA |
Q3 2020 |
170 |
$466M |
| Independence Asset Advisors, LLC |
Wynnewood,, PA |
Q4 2024 |
9 |
$21.6M |
| Independence Bank of Kentucky |
Owensboro, KY |
Q1 2025 |
613 |
$640M |
| Independence Capital Asset Partners, LLC |
Denver, CO |
Q4 2015 |
29 |
$9.3M |
| Independence Trust CO |
Franklin, TN |
Q4 2017 |
76 |
$90.5M |
| Independence Wealth Advisors, Inc. |
Mclean, VA |
Q4 2020 |
14 |
$44.6M |
| Independent Advisor Alliance |
Charlotte, NC |
Q4 2024 |
1348 |
$7.55B |
| Independent Family Office, LLC |
Albany, NY |
Q4 2024 |
71 |
$192M |
| Independent Franchise Partners LLP |
London, United Kingdom |
Q4 2024 |
25 |
$13.3B |
| INDEPENDENT INVESTORS INC |
Nesconset, NY |
Q4 2024 |
66 |
$505M |
| Independent Order of Foresters |
Toronto, Ontario, Canada |
Q4 2024 |
2 |
$149M |
| Independent Portfolio Consultants, Inc. |
Boca Raton, FL |
Q2 2017 |
778 |
$241M |
| Independent Solutions Wealth Management, LLC |
Williamsville, NY |
Q4 2024 |
171 |
$457M |
| Independent Wealth Network Inc. |
Urbandale, IA |
Q4 2024 |
236 |
$246M |
| In-Depth Partners, LLC |
Miami, FL |
Q4 2024 |
13 |
$94.4M |
| Index Fund Advisors, Inc. |
Irvine, CA |
Q4 2024 |
106 |
$1.85B |
| Index Management Solutions, LLC |
Philadelphia, PA |
Q3 2015 |
699 |
$91.3M |
| Index Venture Associates VI Ltd |
St. Helier, Channel Islands, Jersey |
Q4 2024 |
1 |
$539M |
| Index Venture Associates V Ltd |
St. Helier, Channel Islands, Jersey |
Q3 2022 |
1 |
$1.46M |
| Index Venture Growth Associates III Ltd |
St. Helier, Channel Islands, Jersey |
Q4 2024 |
2 |
$81M |
| Index Venture Growth Associates IV Ltd |
St. Helier, Jersey |
Q4 2024 |
1 |
$176M |
| Index Venture Life Associates VI Ltd |
St. Helier, Jersey |
Q4 2024 |
2 |
$167M |
| Indiana Trust & Investment Management CO |
Mishawaka, IN |
Q4 2024 |
483 |
$294M |
| Indie Asset Partners, LLC |
Carmel, IN |
Q4 2024 |
115 |
$127M |
| Indigo Partners LLC |
Phoenix, AZ |
Q4 2024 |
2 |
$386M |
| INDUS CAPITAL PARTNERS, LLC |
New York, NY |
Q4 2024 |
5 |
$139M |
| Industrial Alliance Investment Management Inc. |
Quebec, Quebec, Canada |
Q4 2024 |
6 |
$129M |
| INDUSTRY VENTURES, L.L.C. |
San Francisco, CA |
Q3 2024 |
4 |
$43.2M |
| Infini Capital Management Ltd |
Central, Hong Kong |
Q4 2024 |
6 |
$79.1M |
| Infini Master Fund |
Hong Kong, Hong Kong |
Q1 2022 |
20 |
$50.2M |
| INFINITUM ASSET MANAGEMENT, LLC |
Fort Lauderdale, FL |
Q4 2024 |
18 |
$189M |
| Inflection Point Investments LLP |
London, United Kingdom |
Q1 2025 |
9 |
$46M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC |
New York, NY |
Q4 2024 |
124 |
$747M |
| Infusive Asset Management Inc. |
New York, NY |
Q4 2024 |
37 |
$225M |
| INGALLS & SNYDER LLC |
New York, NY |
Q4 2024 |
428 |
$2.54B |
| ING GROEP NV |
Amsterdam, Netherlands |
Q4 2024 |
559 |
$14.8B |
| INHERENT GROUP, LP |
New York, NY |
Q3 2024 |
8 |
$108M |
| Inherent Management Corp. |
New York, NY |
Q4 2024 |
8 |
$113M |
| INKWELL CAPITAL LLC |
Miami, FL |
Q4 2024 |
32 |
$93.5M |
| Inlet Private Wealth, LLC |
Jupiter, FL |
Q4 2024 |
125 |
$378M |
| Inlight Wealth Management, LLC |
Atlanta, GA |
Q4 2024 |
50 |
$146M |
| Inman Jager Wealth Management, LLC |
Hattiesburg, MS |
Q4 2024 |
80 |
$128M |
| INNEALTA CAPITAL, LLC |
Austin, TX |
Q4 2024 |
129 |
$206M |
| Innovative Portfolios |
Indianapolis, IN |
Q4 2021 |
51 |
$42.9M |
| Innovator Capital Management, LLC |
Wheaton, IL |
Q4 2024 |
11 |
$5.08M |
| Innova Wealth Partners |
Newtown, PA |
Q4 2024 |
88 |
$159M |
| INNOVIS ASSET MANAGEMENT LLC |
Chicago, IL |
Q3 2023 |
186 |
$260M |
| Innovius Capital Management, LLC |
San Francisco, CA |
Q3 2024 |
2 |
$77.9M |
| INR ADVISORY SERVICES LLC |
Media, PA |
Q1 2019 |
64 |
$786M |
| Inscription Capital, LLC |
Houston, TX |
Q1 2025 |
341 |
$588M |
| INSIGHT 2811, INC. |
Chicago, IL |
Q4 2024 |
88 |
$194M |
| Insight Advisors, LLC/ PA |
Newtown, PA |
Q1 2025 |
275 |
$571M |
| INSIGHT CAPITAL RESEARCH & MANAGEMENT INC |
Walnut Creek, CA |
Q3 2017 |
96 |
$177M |
| INSIGHT EQUITY MANAGEMENT Co LLC |
Southlake, TX |
Q4 2015 |
1 |
$33.2M |
| Insight Folios Inc |
Charlotte, NC |
Q3 2024 |
119 |
$280M |
| Insight Holdings Group, LLC |
New York, NY |
Q4 2024 |
28 |
$1.55B |
| Insight Inv LLC |
El Segundo, CA |
Q4 2024 |
124 |
$144M |
| Insight Wealth Partners, LLC |
Plano, TX |
Q4 2024 |
91 |
$158M |
| Insight Wealth Strategies, LLC |
San Ramon, CA |
Q1 2025 |
158 |
$743M |
| INSIGNEO ADVISORY SERVICES, LLC |
Miami, FL |
Q1 2025 |
634 |
$969M |
| Inspire Advisors, LLC |
Meridian, ID |
Q4 2024 |
414 |
$817M |
| Inspire Developers LLC |
Forest Hills, NY |
Q2 2022 |
1 |
$4.07M |
| Inspire Investing, LLC |
Meridian, ID |
Q4 2024 |
824 |
$894M |
| INSPIRE TRUST CO, N.A. |
Reno, NV |
Q4 2024 |
114 |
$391M |
| INSPIRION WEALTH ADVISORS, LLC |
Libertyville, IL |
Q1 2025 |
158 |
$720M |
| Institute for Wealth Management, LLC. |
Denver, CO |
Q4 2024 |
505 |
$796M |
| INSTITUTIONAL CAPITAL LLC |
Chicago, IL |
Q4 2016 |
54 |
$6.75B |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC |
Fort Collins, CO |
Q2 2024 |
743 |
$653M |
| Institutional Venture Management XIII, LLC |
Menlo Park, CA |
Q3 2023 |
3 |
$54.2M |
| Institutional Venture Management XIV, LLC |
Menlo Park, CA |
Q3 2023 |
3 |
$67.7M |
| Institutional Venture Management XVI, LLC |
Menlo Park, CA |
Q4 2024 |
2 |
$45.8M |
| Institutional Venture Management XV, LLC |
Menlo Park, CA |
Q4 2024 |
4 |
$221M |
| INSTRUMENTAL WEALTH, LLC |
Tampa, FL |
Q4 2024 |
51 |
$106M |
| INTACT INVESTMENT MANAGEMENT INC. |
Montreal, Quebec, Canada |
Q4 2024 |
309 |
$2.86B |
| INTECH INVESTMENT MANAGEMENT LLC |
West Palm Beach, FL |
Q4 2024 |
2377 |
$10.3B |
| Integer Wealth Advisors Group LLC |
Cartersville, GA |
Q1 2021 |
81 |
$184M |
| INTEGRAL DERIVATIVES, LLC |
New York, NY |
Q1 2018 |
660 |
$4.07B |
| Integral Health Asset Management, LLC |
New York, NY |
Q4 2024 |
81 |
$1.13B |
| INTEGRAL INVESTMENT ADVISORS, INC. |
Turlock, CA |
Q1 2025 |
154 |
$313M |
| Integras Partners LLC |
Alpharetta, GA |
Q4 2024 |
62 |
$117M |
| Integrated Advisors Network LLC |
Dallas, TX |
Q1 2025 |
703 |
$1.98B |
| INTEGRATED CAPITAL MANAGEMENT, INC. |
Jessup, PA |
Q1 2025 |
70 |
$126M |
| Integrated Capital Management, LLC |
Bloomfield, MI |
Q4 2024 |
57 |
$188M |
| Integrated Investment Consultants, LLC |
Bloomfield Hills, MI |
Q4 2024 |
296 |
$482M |
| Integrated Quantitative Investments LLC |
Bellevue, WA |
Q4 2024 |
287 |
$202M |
| Integrated Wealth Concepts LLC |
Waltham, MA |
Q4 2024 |
1713 |
$8.61B |
| INTEGRATED WEALTH COUNSEL, LLC |
Carmel, CA |
Q4 2016 |
211 |
$46.5M |
| Integrated Wealth Management |
Palm Desert, CA |
Q1 2017 |
268 |
$298M |
| Integre Asset Management, LLC |
New York, NY |
Q4 2019 |
120 |
$177M |
| Integris Wealth Management, LLC |
Monterey, CA |
Q4 2024 |
104 |
$355M |
| Integrity Advisory, LLC |
Overland Park, KS |
Q4 2022 |
77 |
$109M |
| Integrity Financial Corp /WA |
Cheyenne, WY |
Q4 2024 |
247 |
$174M |
| INTEGRITY WEALTH ADVISORS, INC. |
Ventura, CA |
Q4 2024 |
63 |
$136M |
| Integrity Wealth Solutions LLC |
Denver, CO |
Q4 2024 |
96 |
$179M |
| INTEL CORP |
Santa Clara, CA |
Q4 2024 |
2 |
$222M |
| Intellectus Partners, LLC |
San Francisco, CA |
Q1 2025 |
272 |
$405M |
| Intelligence Driven Advisers, LLC |
Carlsbad, CA |
Q4 2024 |
105 |
$532M |
| Intelligent Financial Strategies |
Excelsior, MN |
Q4 2024 |
79 |
$181M |
| Intellus Advisors LLC |
Naples, FL |
Q4 2024 |
118 |
$578M |
| INTERACTIVE FINANCIAL ADVISORS, INC. |
New Lenox, IL |
Q4 2024 |
86 |
$191M |
| Interchange Capital Partners, LLC |
Pittsburgh, PA |
Q4 2024 |
247 |
$276M |
| Intercontinental Wealth Advisors, LLC |
San Antonio, TX |
Q2 2023 |
304 |
$419M |
| Intergy Private Wealth, LLC |
Colorado Springs, CO |
Q1 2025 |
94 |
$263M |
| Intermede Investment Partners Ltd |
London, United Kingdom |
Q4 2024 |
33 |
$3.75B |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
Orlando, FL |
Q4 2024 |
831 |
$1.15B |
| INTERNATIONAL BIOTECHNOLOGY TRUST PLC |
London, United Kingdom |
Q3 2023 |
70 |
$297M |
| International City Management Association Retirement Corp |
Washington, DC |
Q1 2025 |
6 |
$177M |
| International Private Wealth Advisors LLC |
San Diego, CA |
Q1 2025 |
153 |
$104M |
| International Value Advisers, LLC |
New York, NY |
Q4 2020 |
21 |
$615M |
| InterOcean Capital Group, LLC |
Nashville, TN |
Q1 2024 |
482 |
$4.19B |
| InterOcean Capital, LLC |
Chicago, IL |
Q2 2020 |
200 |
$1.32B |
| Intersect Capital LLC |
San Ramon, CA |
Q2 2022 |
344 |
$331M |
| Interval Partners, LP |
New York, NY |
Q4 2024 |
251 |
$3.9B |
| INTERWEST VENTURE MANAGEMENT CO |
Los Altos, CA |
Q3 2023 |
5 |
$20.6M |
| InTrack Investment Management Inc |
South Burlington, VT |
Q1 2025 |
90 |
$110M |
| INTREPID CAPITAL MANAGEMENT INC |
Jacksonville Beach, FL |
Q4 2024 |
106 |
$196M |
| INTREPID CAPITAL MANAGEMENT INC /DE/ |
Greenwich, CT |
Q3 2014 |
28 |
$84.7M |
| INTREPID FAMILY OFFICE LLC |
Sarasota, FL |
Q4 2024 |
33 |
$94.8M |
| Intrepid Financial Planning Group LLC |
Carmel, IN |
Q4 2024 |
122 |
$237M |
| Intrinsic Edge Capital Management LLC |
Chicago, IL |
Q4 2024 |
91 |
$738M |
| Intrinsic Value Partners, LLC |
Phoenix, AZ |
Q4 2024 |
59 |
$99.6M |
| Intrua Financial, LLC |
Houston, TX |
Q2 2023 |
355 |
$559M |
| INTRUST BANK NA |
Wichita, KS |
Q4 2024 |
388 |
$987M |
| INVENIO WEALTH PARTNERS LLC |
Coral Gables, FL |
Q4 2024 |
99 |
$239M |
| Invenire Partners, LP |
Ridgefield, CT |
Q3 2022 |
24 |
$65.3M |
| Invenomic Capital Management LP |
Boston, MA |
Q4 2024 |
153 |
$1.78B |
| InvenTrust Properties Corp. |
Downers Grove, IL |
Q3 2018 |
1 |
$1.08M |
| Invera Wealth Advisors, LLC |
Bend, OR |
Q4 2024 |
47 |
$101M |
| INVERNESS COUNSEL LLC /NY/ |
New York, NY |
Q3 2022 |
186 |
$1.8B |
| INVESCO, LLC |
Des Plaines, IL |
Q4 2024 |
153 |
$251M |
| Invesco Ltd. |
Atlanta, GA |
Q4 2024 |
3742 |
$541B |
| Invesco Private Capital, Inc. |
New York, NY |
Q3 2019 |
4 |
$365M |
| INVESCO SENIOR SECURED MANAGEMENT INC /ADV |
New York, NY |
Q4 2024 |
8 |
$104M |
| Investidor Profissional Gestao de Recursos Ltda. |
Rio De Janeiro, Brazil |
Q4 2024 |
19 |
$81.4M |
| Investmark Advisory Group LLC |
Shelton, CT |
Q4 2024 |
115 |
$204M |
| Investment Advisory Group, LLC |
Hanover, MA |
Q1 2025 |
168 |
$299M |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
The Woodlands, TX |
Q4 2024 |
116 |
$284M |
| INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV |
Bonn, Germany |
Q4 2024 |
21 |
$1.37B |
| INVESTMENT COUNSEL CO OF NEVADA |
Las Vegas, NV |
Q4 2024 |
96 |
$39.4M |
| Investment Counsel Inc. |
Petoskey, MI |
Q1 2021 |
51 |
$142M |
| INVESTMENT COUNSELORS OF MARYLAND LLC |
Baltimore, MD |
Q2 2021 |
161 |
$4.37B |
| INVESTMENT HOUSE LLC |
Redondo Beach, CA |
Q4 2024 |
199 |
$1.84B |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
Greenwood Village, CO |
Q4 2024 |
26 |
$229M |
| Investment Management Corp of Ontario |
Toronto, Canada (Federal Level) |
Q4 2024 |
361 |
$3.03B |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV |
Roanoke, VA |
Q4 2024 |
193 |
$112M |
| INVESTMENT MANAGEMENT OF VIRGINIA LLC |
Richmond, VA |
Q1 2023 |
180 |
$526M |
| Investment Partners Asset Management, Inc. |
Metuchen, NJ |
Q1 2025 |
147 |
$127M |
| INVESTMENT PARTNERS, LTD. |
New Philadelphia, OH |
Q4 2024 |
146 |
$243M |
| Investment Planning Advisors, Inc. |
Cumming, GA |
Q4 2024 |
63 |
$229M |
| Investment Research & Advisory Group, Inc. |
Atlanta, GA |
Q4 2024 |
211 |
$229M |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV |
Denver, CO |
Q3 2021 |
18 |
$252M |
| Investments & Financial Planning, LLC |
Lexington, KY |
Q4 2024 |
33 |
$162M |
| INVESTOR AB |
Stockholm, Sweden |
Q4 2024 |
8 |
$4.52B |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV |
Atlanta, GA |
Q4 2024 |
160 |
$205M |
| Investors Capital Advisory Services |
Lynnfield, MA |
Q2 2016 |
689 |
$493M |
| Investor's Fiduciary Advisor Network, LLC |
Snoqualmie, WA |
Q4 2024 |
199 |
$261M |
| Investors Research Corp |
Atlanta, GA |
Q1 2025 |
960 |
$462M |
| INVESTORS TRUST INC |
Dallas, TX |
Q2 2015 |
46 |
$32M |
| InvesTrust |
Oklahoma City, OK |
Q1 2025 |
91 |
$366M |
| Investure, LLC |
Charlottesville, VA |
Q4 2024 |
15 |
$1.69B |
| INVICTUS PRIVATE WEALTH, LLC |
Denver, CO |
Q4 2024 |
79 |
$1.32B |
| Invictus RG |
Hamilton, Bermuda |
Q3 2021 |
3 |
$8.9M |
| Invst, LLC |
Indianapolis, IN |
Q4 2024 |
247 |
$823M |
| ION Acquisition Corp GP Ltd. |
Herzliya, Israel |
Q3 2023 |
4 |
$5.63M |
| Ion Asset Management Ltd. |
Herzliya, Israel |
Q4 2024 |
58 |
$1.67B |
| ION Crossover Partners Ltd |
Herzliya Pituach, Israel |
Q3 2023 |
5 |
$44.7M |
| Ionic Capital Management LLC |
New York, NY |
Q4 2024 |
76 |
$101M |
| Iowa State Bank |
Urbandale, IA |
Q1 2025 |
119 |
$471M |
| IPC/NYCG LLC |
New York, NY |
Q3 2019 |
1 |
$43.3M |
| IPG Investment Advisors LLC |
San Diego, CA |
Q4 2024 |
174 |
$439M |
| IPL Advisers, LLC |
New York, NY |
Q4 2017 |
12 |
$158M |
| Ipsen Advisor Group LLC |
Little Rock, AR |
Q1 2025 |
93 |
$116M |
| Ipswich Investment Management Co., Inc. |
Ipswich, MA |
Q1 2025 |
186 |
$403M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd |
Dublin 2, Ireland |
Q4 2024 |
298 |
$847M |
| Irenic Capital Management LP |
New York, NY |
Q4 2024 |
20 |
$656M |
| IRIDIAN ASSET MANAGEMENT LLC/CT |
Westport, CT |
Q4 2024 |
48 |
$376M |
| IRONBRIDGE CAPITAL MANAGEMENT LP |
Oakbrook Terrace, IL |
Q1 2017 |
186 |
$1.65B |
| IronBridge Private Wealth, LLC |
Austin, TX |
Q4 2024 |
51 |
$272M |
| Ironclad Investments LLC |
Maitland, FL |
Q4 2024 |
3 |
$171M |
| IRON Financial LLC |
Northbrook, IL |
Q4 2024 |
104 |
$178M |
| Iron Gate Global Advisors LLC |
Nsl, UT |
Q4 2024 |
87 |
$708M |
| Iron Horse Wealth Management, LLC |
Johston, IA |
Q4 2024 |
509 |
$298M |
| IronOak Wealth LLC. |
Cedar Park, TX |
Q4 2024 |
64 |
$89.3M |
| Ironsides Asset Advisors, LLC |
Rocky Mount, NC |
Q4 2024 |
68 |
$349M |
| Ironsides Partners LLC |
Boston, MA |
Q3 2018 |
4 |
$27.7M |
| Iron Triangle Partners LP |
Cos Cob, CT |
Q4 2024 |
22 |
$858M |
| Ironvine Capital Partners, LLC |
Omaha, NE |
Q4 2024 |
47 |
$933M |
| Ironwood Financial, llc |
Tucson, AZ |
Q1 2025 |
160 |
$466M |
| Ironwood Investment Counsel, LLC |
Scottsdale, AZ |
Q4 2024 |
246 |
$584M |
| IRONWOOD INVESTMENT MANAGEMENT LLC |
Boston, MA |
Q4 2024 |
168 |
$201M |
| IRONWOOD WEALTH MANAGEMENT, INC. |
Hurricane, WV |
Q1 2025 |
22 |
$192M |
| Ironwood Wealth Management, LLC. |
Chandler, AZ |
Q4 2024 |
45 |
$322M |
| Irth Capital Management LP |
New York, NY |
Q4 2024 |
1 |
$66.9M |
| iSAM Funds (UK) Ltd |
London, United Kingdom |
Q4 2024 |
246 |
$134M |
| ISF Management LLC |
New York, NY |
Q1 2016 |
17 |
$47.4M |
| ISLAY CAPITAL MANAGEMENT, LLC |
Lubbock, TX |
Q4 2024 |
204 |
$144M |
| Isomer Partners LP |
New York, NY |
Q4 2024 |
5 |
$74.3M |
| Israel Discount Bank of New York |
New York, NY |
Q4 2024 |
46 |
$137M |
| ISTHMUS PARTNERS, LLC |
Madison, WI |
Q4 2024 |
217 |
$823M |
| ISZO CAPITAL LP |
New York, NY |
Q4 2013 |
9 |
$133M |
| ISZO CAPITAL MANAGEMENT LP |
New York, NY |
Q4 2023 |
1 |
$2M |
| Itau Unibanco Holding S.A. |
Sao Paulo, Brazil |
Q4 2024 |
362 |
$3.11B |
| ITHAKA GROUP LLC |
Arlington, VA |
Q4 2024 |
34 |
$543M |
| ITS Asset Management, L.P. |
Washington, PA |
Q3 2016 |
6 |
$54.8M |
| IVC Wealth Advisors LLC |
Silverdale, PA |
Q1 2025 |
162 |
$186M |
| IVY LANE CAPITAL MANAGEMENT, LLC |
Winter Park, FL |
Q4 2024 |
12 |
$185M |
| IvyRock Asset Management (HK) Ltd |
Sheung Wan, Hong Kong |
Q4 2024 |
22 |
$225M |
| Iyo Bank, Ltd. |
Matsuyama, Japan |
Q4 2024 |
36 |
$292M |