| PRICE T ROWE ASSOCIATES INC /MD/ |
Baltimore, MD |
Q2 2025 |
|
$883B |
| PRINCIPAL FINANCIAL GROUP INC |
Des Moines, IA |
Q2 2025 |
|
$189B |
| Panigrahi Bhaskar |
Marlborough, MA |
|
|
$171B |
| PNC FINANCIAL SERVICES GROUP, INC. |
Pittsburgh, PA |
Q2 2025 |
|
$155B |
| PRIMECAP MANAGEMENT CO/CA/ |
Pasadena, CA |
Q2 2025 |
|
$126B |
| Pictet Asset Management Holding SA |
Carouge, Switzerland |
Q2 2025 |
|
$98.3B |
| PRUDENTIAL FINANCIAL INC |
Newark, NJ |
Q2 2025 |
|
$77.4B |
| PUTNAM INVESTMENTS LLC |
Boston, MA |
Q4 2023 |
|
$75.7B |
| Page Lawrence |
Mountain View, CA |
|
|
$53.6B |
| ProShare Advisors LLC |
Bethesda, MD |
Q2 2025 |
|
$50.1B |
| PARNASSUS INVESTMENTS, LLC |
San Francisco, CA |
Q2 2025 |
|
$43.4B |
| Point72 Asset Management, L.P. |
Stamford, CT |
Q2 2025 |
|
$42.3B |
| Pacer Advisors, Inc. |
Malvern, PA |
Q2 2025 |
|
$39.6B |
| POLEN CAPITAL MANAGEMENT LLC |
Boca Raton, FL |
Q2 2025 |
|
$32.6B |
| PZENA INVESTMENT MANAGEMENT LLC |
New York, NY |
Q2 2025 |
|
$30.8B |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
Columbus, OH |
Q2 2025 |
|
$29.7B |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
Denver, CO |
Q2 2025 |
|
$25.9B |
| Pathstone Holdings, LLC |
Englewood, NJ |
Q2 2025 |
|
$25.3B |
| PUBLIC INVESTMENT FUND |
Al Aqiq District, Riyadh, Saudi Arabia |
Q2 2025 |
|
$23.9B |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
Montreal, Quebec, Canada |
Q2 2025 |
|
$23.5B |
| PANAGORA ASSET MANAGEMENT INC |
Boston, MA |
Q2 2025 |
|
$22.2B |
| Pershing Square Capital Management, L.P. |
New York, NY |
Q2 2025 |
|
$21.5B |
| Personal Capital Advisors Corp |
Redwood City, CA |
Q4 2022 |
|
$20.6B |
| Polar Capital Holdings Plc |
London, United Kingdom |
Q2 2025 |
|
$19.1B |
| Private Advisor Group, LLC |
Morristown, NJ |
Q2 2025 |
|
$18.6B |
| PRUDENTIAL PLC |
London, England, United Kingdom |
Q2 2025 |
|
$16.6B |
| PineStone Asset Management Inc. |
Montreal, Quebec, Canada |
Q2 2025 |
|
$15.5B |
| Padmakumar Bala |
Monterey, CA |
|
|
$14.8B |
| PineBridge Investments, L.P. |
New York, NY |
Q2 2025 |
|
$12.3B |
| PARK AVENUE SECURITIES LLC |
New York, NY |
Q2 2025 |
|
$10.9B |
| Police & Firemen's Retirement System of New Jersey |
Trenton, NJ |
Q2 2025 |
|
$10.8B |
| Partners Value Investments L.P. |
Hamilton, Bermuda |
Q2 2025 |
|
$9.88B |
| Perpetual Ltd |
Sydney, New South Wales, Australia |
Q2 2025 |
|
$8.52B |
| Pentwater Capital Management LP |
Naples, FL |
Q2 2025 |
|
$7.84B |
| Phoenix Holdings Ltd. |
Givatayim, Israel |
Q2 2025 |
|
$7.59B |
| Prime Capital Investment Advisors, LLC |
Overland Park, KS |
Q2 2025 |
|
$7.53B |
| Penserra Capital Management LLC |
Orinda, CA |
Q2 2025 |
|
$7.17B |
| PICTON MAHONEY ASSET MANAGEMENT |
Toronto, Ontario, Canada |
Q2 2025 |
|
$7.1B |
| PEAPACK GLADSTONE FINANCIAL CORP |
Bedminster, NJ |
Q2 2025 |
|
$7.07B |
| PINNACLE ASSOCIATES LTD |
New York, NY |
Q2 2025 |
|
$6.91B |
| PGGM Investments |
Zeist, Netherlands |
Q2 2025 |
|
$5.77B |
| Pure Financial Advisors, LLC |
San Diego, CA |
Q2 2025 |
|
$5.68B |
| Placemark Investments, Inc. |
Chicago, IL |
Q4 2014 |
|
$5.66B |
| PLATINUM EQUITY, LLC |
Beverly Hills, CA |
Q2 2025 |
|
$5.49B |
| PROVIDENT TRUST CO |
Waukesha, WI |
Q2 2025 |
|
$5.48B |
| PENSKE ROGER S |
Bloomfield Hills, MI |
|
|
$5.41B |
| Prospera Financial Services Inc |
Dallas, TX |
Q2 2025 |
|
$5.37B |
| PRINCIPAL SECURITIES, INC. |
Des Moines, IA |
Q2 2025 |
|
$5.32B |
| Platinum Equity Advisors, LLC/DE |
Beverly Hills, CA |
Q2 2025 |
|
$5.26B |
| Parallel Advisors, LLC |
San Francisco, CA |
Q2 2025 |
|
$5B |
| PINNACLE FINANCIAL PARTNERS INC |
Nashville, TN |
Q1 2025 |
|
$4.96B |
| PGIM Custom Harvest LLC |
Newark, NJ |
Q2 2025 |
|
$4.85B |
| PointState Capital LP |
New York, NY |
Q2 2025 |
|
$4.67B |
| Phillips 66 |
Houston, TX |
|
|
$4.62B |
| Pensionmark Financial Group, LLC |
Santa Barbara, CA |
Q2 2025 |
|
$4.4B |
| Perigon Wealth Management, LLC |
San Francisco, CA |
Q2 2025 |
|
$4.28B |
| Polar Asset Management Partners Inc. |
Toronto, Ontario, Canada |
Q2 2025 |
|
$4.13B |
| PELTZ NELSON |
Palm Beach, FL |
Q2 2025 |
|
$4.12B |
| PAA GP Holdings LLC |
Houston, TX |
|
|
$4.11B |
| Partners Group Holding AG |
Baar Zug, Switzerland |
Q2 2025 |
|
$3.73B |
| PERCEPTIVE ADVISORS LLC |
New York, NY |
Q2 2025 |
|
$3.61B |
| PALISADE CAPITAL MANAGEMENT, LP |
Fort Lee, NJ |
Q2 2025 |
|
$3.53B |
| PRIO WEALTH LIMITED PARTNERSHIP |
Boston, MA |
Q3 2024 |
|
$3.41B |
| PAULSON & CO. INC. |
New York, NY |
Q2 2025 |
|
$3.38B |
| Palestra Capital Management LLC |
New York, NY |
Q2 2025 |
|
$3.38B |
| PEREGRINE CAPITAL MANAGEMENT LLC |
Minneapolis, MN |
Q2 2025 |
|
$3.32B |
| Pamplona Capital Management, LLC |
New York, NY |
Q2 2025 |
|
$3.25B |
| PARK NATIONAL CORP /OH/ |
Newark, OH |
Q3 2025 |
|
$3.2B |
| PG&E Fire Victim Trust |
San Francisco, CA |
|
|
$3.17B |
| Perfromance Wealth Partners, LLC |
Hinsdale, IL |
Q2 2025 |
|
$3.13B |
| PECONIC PARTNERS LLC |
New York, NY |
Q2 2025 |
|
$3.12B |
| PAR CAPITAL MANAGEMENT INC |
Boston, MA |
Q2 2025 |
|
$3.06B |
| PRIVATE MANAGEMENT GROUP INC |
Irvine, CA |
Q2 2025 |
|
$3.02B |
| Prescott General Partners LLC |
Boca Raton, FL |
Q2 2025 |
|
$2.97B |
| Plancorp, LLC |
Saint Louis, MO |
Q2 2025 |
|
$2.89B |
| PROFUND ADVISORS LLC |
Bethesda, MD |
Q2 2025 |
|
$2.78B |
| Prana Capital Management, LP |
Greenwich, CT |
Q2 2025 |
|
$2.76B |
| Premier Fund Managers Ltd |
Guildford, United Kingdom |
Q2 2025 |
|
$2.74B |
| Pucker Gigi Pritzker |
Chicago, IL |
|
|
$2.74B |
| PITTENGER & ANDERSON INC |
Lincoin, NE |
Q2 2025 |
|
$2.74B |
| Pallas Capital Advisors LLC |
Braintree, MA |
Q2 2025 |
|
$2.63B |
| PEAK6 LLC |
Chicago, IL |
Q2 2025 |
|
$2.61B |
| Paradigm Biocapital Advisors LP |
New York, NY |
Q2 2025 |
|
$2.52B |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP |
Boston, MA |
Q2 2025 |
|
$2.5B |
| Paralel Advisors LLC |
Denver, CO |
Q2 2025 |
|
$2.46B |
| Parallax Volatility Advisers, L.P. |
San Francisco, CA |
Q2 2025 |
|
$2.44B |
| Parsec Financial Management, Inc. |
Asheville, NC |
Q1 2023 |
|
$2.37B |
| Port Capital LLC |
Chicago, IL |
Q2 2025 |
|
$2.35B |
| PALLADIUM PARTNERS LLC |
Norfolk, VA |
Q1 2022 |
|
$2.28B |
| Politan Capital Management LP |
New York, NY |
Q2 2025 |
|
$2.28B |
| Parvus Asset Management Jersey Ltd |
St. Helier, Jersey |
Q2 2025 |
|
$2.23B |
| Patient Capital Management, LLC |
Baltimore, MD |
Q2 2025 |
|
$2.22B |
| Pinnacle Advisory Group, Inc. |
Columbia, MD |
Q1 2021 |
|
$2.17B |
| PARADIGM CAPITAL MANAGEMENT INC/NY |
Albany, NY |
Q2 2025 |
|
$2.05B |
| Permira Holdings LTD |
St. Peter Port, Guernsey |
Q2 2025 |
|
$2B |
| Point72 Europe (London) LLP |
London, United Kingdom |
Q2 2025 |
|
$1.94B |
| Pritzker Thomas |
Chicago, IL |
|
|
$1.88B |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
San Francisco, CA |
Q2 2025 |
|
$1.88B |
| Progeny 3, Inc. |
Kirkland, WA |
Q2 2025 |
|
$1.78B |
| PDT Partners, LLC |
New York, NY |
Q2 2025 |
|
$1.77B |
| Paradigm Operations LP |
San Francisco, CA |
Q2 2025 |
|
$1.76B |
| POTOMAC FUND MANAGEMENT INC /ADV |
Miami, FL |
Q2 2025 |
|
$1.75B |
| PFG Investments, LLC |
Woodbury, NY |
Q2 2025 |
|
$1.71B |
| Parvus Asset Management Europe Ltd |
London, United Kingdom |
Q1 2025 |
|
$1.67B |
| PARSONS CAPITAL MANAGEMENT INC/RI |
Providence, RI |
Q2 2025 |
|
$1.63B |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
Edina, MN |
Q2 2025 |
|
$1.63B |
| Principle Wealth Partners LLC |
Madison, CT |
Q2 2025 |
|
$1.6B |
| Portolan Capital Management, LLC |
Boston, MA |
Q2 2025 |
|
$1.59B |
| PFG Advisors |
Phoenix, AZ |
Q2 2025 |
|
$1.58B |
| Pine Ridge Advisers LLC |
New York, NY |
Q2 2025 |
|
$1.57B |
| Park West Asset Management LLC |
San Francisco, CA |
Q2 2025 |
|
$1.55B |
| PATTEN & PATTEN INC/TN |
Chattanooga, TN |
Q2 2025 |
|
$1.55B |
| Pine Valley Investments Ltd Liability Co |
Marlton, NJ |
Q4 2024 |
|
$1.53B |
| PITCAIRN CO |
Jenkintown, PA |
Q2 2025 |
|
$1.53B |
| PLATINUM INVESTMENT MANAGEMENT LTD |
Sydney Australia 2000, Australia |
Q2 2025 |
|
$1.5B |
| Polaris Capital Management, LLC |
Boston, MA |
Q2 2025 |
|
$1.5B |
| Parametric Risk Advisors LLC |
Westport, CT |
Q3 2016 |
|
$1.48B |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
Knoxville, TN |
Q2 2025 |
|
$1.44B |
| Point72 Hong Kong Ltd |
Hong Kong, Hong Kong |
Q2 2025 |
|
$1.44B |
| PENSIOENFONDS RAIL & OV |
Utrecht, Netherlands |
Q3 2024 |
|
$1.44B |
| Plante Moran Financial Advisors, LLC |
Southfield, MI |
Q2 2025 |
|
$1.42B |
| Parcion Private Wealth LLC |
Bellevue, WA |
Q2 2025 |
|
$1.38B |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
Fort Wayne, IN |
Q2 2025 |
|
$1.38B |
| Prosperity Consulting Group, LLC |
Owings Mills, MD |
Q2 2025 |
|
$1.37B |
| Palumbo Robert |
Menlo Park, CA |
|
|
$1.35B |
| PDS Planning, Inc |
Dublin, OH |
Q2 2025 |
|
$1.34B |
| PBF Energy Inc. |
Parsippany, NJ |
|
|
$1.33B |
| Plato Investment Management Ltd |
Sydney, Nsw, Australia |
Q2 2025 |
|
$1.33B |
| Polaris Wealth Advisory Group, LLC |
San Rafael, CA |
Q3 2023 |
|
$1.31B |
| PHILADELPHIA TRUST CO |
Philadelphia, PA |
Q2 2025 |
|
$1.3B |
| PILLAR PACIFIC CAPITAL MANAGEMENT LLC |
Pacifica, CA |
Q1 2021 |
|
$1.29B |
| Private Wealth Partners, LLC |
Mill Valley, CA |
Q2 2025 |
|
$1.28B |
| Proficio Capital Partners LLC |
Newton, MA |
Q2 2025 |
|
$1.28B |
| ProVise Management Group, LLC |
Clearwater, FL |
Q2 2025 |
|
$1.27B |
| Point72 (DIFC) Ltd |
Dubai, United Arab Emirates |
Q2 2025 |
|
$1.25B |
| PAYDEN & RYGEL INVESTMENT GROUP |
Los Angeles, CA |
Q2 2024 |
|
$1.24B |
| PAYDEN & RYGEL |
Los Angeles, CA |
Q2 2025 |
|
$1.21B |
| Pinnacle Wealth Management Advisory Group, LLC |
Red Bank, NJ |
Q2 2025 |
|
$1.2B |
| Penobscot Investment Management Company, Inc. |
Boston, MA |
Q2 2025 |
|
$1.17B |
| Provident Investment Management, Inc. |
Novi, MI |
Q2 2025 |
|
$1.17B |
| Penn Capital Management Company, LLC |
Philadelphia, PA |
Q2 2025 |
|
$1.16B |
| PFM Health Sciences, LP |
San Francisco, CA |
Q2 2025 |
|
$1.15B |
| PETREDIS INVESTMENT ADVISORS LLC |
Warrendale, PA |
Q2 2025 |
|
$1.14B |
| Private Ocean, LLC |
San Rafael, CA |
Q2 2024 |
|
$1.13B |
| Parkwood LLC |
Cleveland, OH |
Q2 2025 |
|
$1.09B |
| PPSC Investment Service Corp |
Tokyo |
Q2 2025 |
|
$1.07B |
| Private Advisory Group LLC |
Redmond, WA |
Q2 2025 |
|
$1.07B |
| Pegasus Partners Ltd. |
Mequon, WI |
Q3 2024 |
|
$1.07B |
| Procyon Advisors, LLC |
Shelton, CT |
Q2 2025 |
|
$1.06B |
| PRIVATE TRUST CO NA |
Cleveland, OH |
Q2 2025 |
|
$1.05B |
| Parsifal Capital Management, LP |
Greenwich, CT |
Q2 2025 |
|
$1.05B |
| Pomelo Capital LLC |
New York, NY |
Q3 2018 |
|
$1.04B |
| PrairieView Partners, LLC |
St. Paul, MN |
Q2 2025 |
|
$1.03B |
| Perennial Investment Advisors, LLC |
Los Angeles, CA |
Q2 2025 |
|
$1.03B |
| PRELUDE CAPITAL MANAGEMENT, LLC |
New York, NY |
Q2 2025 |
|
$1.02B |
| Principal Street Partners, LLC |
Memphis, TN |
Q2 2025 |
|
$1.02B |
| Palisade Asset Management, LLC |
Minneapolis, MN |
Q2 2025 |
|
$1.01B |
| Pictet North America Advisors SA |
Geneva 73, Switzerland |
Q2 2025 |
|
$996M |
| Perella Weinberg Partners Capital Management LP |
New York, NY |
Q1 2024 |
|
$992M |
| Private Capital Management, LLC |
Naples, FL |
Q2 2025 |
|
$987M |
| Prince Matthew |
San Francisco, CA |
|
|
$980M |
| Petrus Trust Company, LTA |
Dallas, TX |
Q2 2025 |
|
$976M |
| Pale Fire Capital SE |
Prague, Czech Republic |
Q2 2025 |
|
$965M |
| Pomel Olivier |
New York, NY |
|
|
$952M |
| Playtika Holding UK II Ltd |
Shanghai, China |
|
|
$951M |
| PARK PRESIDIO CAPITAL LLC |
San Francisco, CA |
Q2 2025 |
|
$943M |
| Pacific Life Fund Advisors LLC |
Newport Beach, CA |
Q2 2025 |
|
$933M |
| PKO Investment Management Joint-Stock Co |
Warsaw, Poland |
Q2 2025 |
|
$931M |
| Portman Square Capital LLP |
London, United Kingdom |
Q2 2025 |
|
$928M |
| Parkside Financial Bank & Trust |
Saint Louis, MO |
Q2 2025 |
|
$927M |
| Paradigm Financial Partners, LLC |
Westport, CT |
Q2 2025 |
|
$921M |
| PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC |
Irvine, CA |
Q3 2017 |
|
$913M |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
Tulsa, OK |
Q2 2025 |
|
$906M |
| Planning Center, Inc. |
Moline, IL |
Q2 2025 |
|
$904M |
| PSG Equity L.L.C. |
Boston, MA |
Q2 2025 |
|
$897M |
| PENN DAVIS MCFARLAND INC |
Dallas, TX |
Q2 2025 |
|
$888M |
| Pertento Partners LLP |
London, United Kingdom |
Q2 2025 |
|
$886M |
| Pekin Hardy Strauss, Inc. |
Chicago, IL |
Q2 2025 |
|
$878M |
| PARTHENON LLC |
Louisville, KY |
Q2 2025 |
|
$874M |
| Patriot Financial Group Insurance Agency, LLC |
Westborough, MA |
Q2 2025 |
|
$871M |
| Parkman Healthcare Partners LLC |
Stamford, CT |
Q2 2025 |
|
$864M |
| PROSPECTOR PARTNERS LLC |
Guilford, CT |
Q2 2025 |
|
$862M |
| Portland Global Advisors LLC |
Portland, ME |
Q2 2025 |
|
$849M |
| Providence Equity Partners L.L.C. |
Providence, RI |
Q2 2025 |
|
$847M |
| PRICE MICHAEL F |
New York, NY |
Q1 2022 |
|
$843M |
| Peak XV Partners V Ltd. |
Trianon, Mauritius |
Q2 2025 |
|
$838M |
| Pinkerton Retirement Specialists, LLC |
Coeur D Alene, ID |
Q2 2025 |
|
$838M |
| Puri Ajay K |
Santa Clara, CA |
|
|
$828M |
| Passaic Partners LLC |
Newark, NJ |
Q2 2025 |
|
$827M |
| Pembroke Management, LTD |
Montreal, Quebec, Canada |
Q2 2025 |
|
$827M |
| Private Capital Advisors, Inc. |
Darien, CT |
Q2 2025 |
|
$821M |
| PSC Echo, LP |
Menlo Park, CA |
|
|
$820M |
| POWELL THOMAS W |
Giddings, TX |
|
|
$799M |
| Philosophy Capital Management LLC |
Alamo, CA |
Q2 2025 |
|
$794M |
| Portfolio Solutions, LLC |
Royal Oak, MI |
Q3 2022 |
|
$792M |
| Philip James Wealth Mangement, LLC |
Milton, GA |
Q2 2025 |
|
$784M |
| Philippe Courtot Family Trust |
Foster City, CA |
|
|
$769M |
| Portfolio Strategies, Inc. |
Monsey, NY |
Q2 2025 |
|
$768M |
| Per Stirling Capital Management, LLC. |
Austin, TX |
Q2 2025 |
|
$766M |
| Pinnacle Wealth Planning Services, Inc. |
Mansfield, OH |
Q2 2025 |
|
$760M |
| PATTON ALBERTSON MILLER GROUP, LLC |
Chattanooga, TN |
Q2 2025 |
|
$760M |
| Private Wealth Asset Management, LLC |
Cedar Rapids, IA |
Q2 2025 |
|
$754M |
| Power Corp of Canada |
Montreal, Quebec, Canada (Federal Level) |
Q2 2025 |
|
$753M |
| Pandi, LLC |
Leawood, KS |
Q2 2025 |
|
$747M |
| PROFESSIONAL ADVISORY SERVICES INC |
Vero Beach, FL |
Q2 2025 |
|
$736M |
| Parkside Investments, LLC |
Deerfield, IL |
Q2 2025 |
|
$736M |
| Permanens Capital L.P. |
New York, NY |
Q2 2025 |
|
$733M |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
Minneapolis, MN |
Q2 2025 |
|
$729M |
| PLANNING ALTERNATIVES LTD /ADV |
Birmingham, MI |
Q2 2025 |
|
$719M |
| Premier Path Wealth Partners, LLC |
Madison, NJ |
Q2 2025 |
|
$718M |
| PEER DEVELOPMENTS LTD |
Taipei, Taiwan, Province of China |
|
|
$707M |
| Permian Investment Partners, LP |
Dallas, TX |
Q2 2025 |
|
$703M |
| Polpat LLC |
Bellevue, WA |
|
|
$699M |
| Provenance Wealth Advisors, LLC |
Fort Lauderdale, FL |
Q2 2025 |
|
$696M |
| Phocas Financial Corp. |
Alameda, CA |
Q2 2025 |
|
$695M |
| Pichai Sundar |
Mountain View, CA |
|
|
$686M |
| Pathway Financial Advisors LLC |
South Burlington, VT |
Q2 2025 |
|
$683M |
| Patriot Wealth Management, Inc. |
Houston, TX |
Q4 2018 |
|
$682M |
| Portside Wealth Group, LLC |
Provo, UT |
Q2 2025 |
|
$675M |
| Pinnacle Summer Investments, Inc. |
Fairfax, VA |
Q4 2015 |
|
$672M |
| PACIFIC INVESTMENT MANAGEMENT CO LLC |
Newport Beach, CA |
Q2 2025 |
|
$671M |
| PROFFITT & GOODSON INC |
Knoxville, TN |
Q2 2025 |
|
$656M |
| Pier Capital, LLC |
Stamford, CT |
Q2 2025 |
|
$656M |
| Parker Investment Management, LLC |
Menlo Park, CA |
Q2 2025 |
|
$653M |
| Paresky David |
Boston, MA |
|
|
$652M |
| PFIZER INC |
New York, NY |
Q2 2025 |
|
$639M |
| Polymer Capital Management (HK) LTD |
Hong Kong, Hong Kong |
Q2 2025 |
|
$638M |
| Physician Wealth Advisors, Inc. |
Midvale, UT |
Q2 2025 |
|
$637M |
| PROSPERA PRIVATE WEALTH, LLC |
Oklahoma City, OK |
Q2 2025 |
|
$635M |
| PE One Source Holdings, LLC |
Beverly Hills, CA |
|
|
$627M |
| Primavera Capital Management Ltd |
George Town, Cayman Islands |
Q2 2025 |
|
$622M |
| Peterson Adam K |
Omaha, NE |
|
|
$613M |
| Polunin Capital Partners Ltd |
London, United Kingdom |
Q2 2025 |
|
$612M |
| Polymer Capital Management (US) LLC |
New York, NY |
Q2 2025 |
|
$611M |
| PERSHING SQUARE HOLDCO, L.P. |
New York, NY |
Q2 2025 |
|
$608M |
| Peterson Wealth Advisors, LLC |
Orem, UT |
Q2 2025 |
|
$606M |
| Pureheart Capital Pte Ltd. |
Singapore |
Q2 2025 |
|
$605M |
| PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC |
Boston, MA |
Q3 2017 |
|
$602M |
| Perkins Coie Trust Co |
Seattle, WA |
Q2 2025 |
|
$587M |
| Peninsula Wealth, LLC |
San Francisco, CA |
Q4 2024 |
|
$587M |
| Pasadena Private Wealth, LLC |
Pasadena, CA |
Q2 2025 |
|
$584M |
| Psagot Value Holdings Ltd. |
Tel Aviv, Israel |
Q3 2021 |
|
$580M |
| Pinpoint Asset Management Ltd |
Hong Kong, Hong Kong |
Q1 2025 |
|
$571M |
| Probity Advisors, Inc. |
Dallas, TX |
Q2 2025 |
|
$569M |
| Praesidium Investment Management Company, LLC |
New York, NY |
Q2 2025 |
|
$567M |
| Point72 Asia (Singapore) Pte. Ltd. |
Singapore, Singapore |
Q2 2025 |
|
$563M |
| Poplar Forest Capital LLC |
Pasadena, CA |
Q1 2025 |
|
$563M |
| PETTYJOHN, WOOD & WHITE, INC |
Lynchburg, VA |
Q2 2025 |
|
$560M |
| PIGOTT MARK C |
|
|
|
$558M |
| Princeton Global Asset Management LLC |
Princeton, NJ |
Q2 2025 |
|
$551M |
| Paracle Advisors, LLC |
Mercer Island, WA |
Q1 2021 |
|
$551M |
| PANTHERA INVESTMENT GmbH |
Frankfurt, Germany |
Q1 2015 |
|
$549M |
| PBMares Wealth Management LLC |
Williamsburg, VA |
Q2 2025 |
|
$546M |
| Peak Asset Management, LLC |
Louisville, CO |
Q2 2025 |
|
$546M |
| ParaFi Capital LP |
New York, NY |
Q2 2025 |
|
$545M |
| Paragon Capital Management Ltd |
Denver, CO |
Q2 2025 |
|
$545M |
| Pacific Capital Wealth Advisors, Inc. |
Corona, CA |
Q2 2025 |
|
$545M |
| Providence Capital Advisors, LLC |
Charlotte, NC |
Q2 2025 |
|
$545M |
| Private Portfolio Partners LLC |
Paramus, NJ |
Q4 2024 |
|
$544M |
| Partners in Financial Planning |
Salem, VA |
Q2 2025 |
|
$542M |
| PERSONAL CFO SOLUTIONS, LLC |
Chester, NJ |
Q2 2025 |
|
$541M |
| Perennial Advisors, LLC |
New York, NY |
Q2 2025 |
|
$538M |
| PIER 88 INVESTMENT PARTNERS LLC |
San Francisco, CA |
Q2 2025 |
|
$538M |
| Peter E. Haas Jr. Family Fund |
Novato, CA |
|
|
$536M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. |
Singapore |
Q2 2025 |
|
$535M |
| Post Oak Energy Holdings, LLC |
Houston, TX |
Q2 2025 |
|
$524M |
| PAX Financial Group, LLC |
San Antonio, TX |
Q2 2025 |
|
$523M |
| PLANT JOHN C |
Livonia, MI |
|
|
$516M |
| Princeton Portfolio Strategies Group LLC |
Princeton, NJ |
Q2 2021 |
|
$516M |
| Portfolio Design Labs, LLC |
Encino, CA |
Q2 2025 |
|
$509M |
| P2 Capital Partners, LLC |
New York, NY |
Q2 2025 |
|
$504M |
| Pacific Sage Partners, LLC |
Edmonds, WA |
Q2 2025 |
|
$503M |
| PNC Managed Account Solutions, Inc. |
Houston, TX |
Q2 2021 |
|
$503M |
| Pure Health Capital Americas 1 SPV RSC LTD |
Abu Dhabi, United Arab Emirates |
|
|
$499M |
| Private Wealth Strategies, L.L.C. |
New Albany, OH |
Q2 2024 |
|
$498M |
| Paradice Investment Management LLC |
Denver, CO |
Q2 2025 |
|
$492M |
| Prestige Wealth Management Group LLC |
Flemington, NJ |
Q2 2025 |
|
$490M |
| PRESILIUM PRIVATE WEALTH, LLC |
Radnor, PA |
Q2 2025 |
|
$489M |
| Pepper Douglas A |
Menlo Park, CA |
|
|
$488M |
| Paul John Balson |
Marina Del Rey, CA |
Q4 2020 |
|
$486M |
| P/E Global LLC |
Boston, MA |
Q2 2025 |
|
$481M |
| Prager Paul B. |
Easton, MD |
|
|
$476M |
| Patten Group, Inc. |
Chattanooga, TN |
Q2 2025 |
|
$473M |
| Pilgrim Global Advisors LLC |
Reno, NV |
Q2 2025 |
|
$473M |
| Palo Alto Investors LP |
Palo Alto, CA |
Q2 2025 |
|
$470M |
| PC CONNECTION INC |
Merrimack, NH |
|
|
$464M |
| Privium Fund Management B.V. |
Amsterdam, Netherlands |
Q2 2025 |
|
$464M |
| PATTON FUND MANAGEMENT, INC. |
Dallas, TX |
Q2 2025 |
|
$457M |
| Pettinga Financial Advisors LLC |
Evansville, IN |
Q2 2025 |
|
$456M |
| Parkside Advisors LLC |
Berkeley, CA |
Q2 2025 |
|
$455M |
| Philadelphia Financial Management of San Francisco, LLC |
San Francisco, CA |
Q2 2025 |
|
$451M |
| Porat Ruth |
Mountain View, CA |
|
|
$450M |
| Paradigm Financial Advisors, LLC |
Des Peres, MO |
Q4 2021 |
|
$449M |
| Phoenix Investments Holdings LLC |
Palo Alto, CA |
|
|
$446M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
Leawood, KS |
Q2 2025 |
|
$446M |
| Perbak Capital Partners LLP |
London, United Kingdom |
Q2 2025 |
|
$442M |
| Park Place Capital Corp |
Homewood, AL |
Q2 2025 |
|
$439M |
| Presima Securities ULC |
Montreal, Quebec, Canada |
Q2 2025 |
|
$435M |
| Praetorian Wealth Management, Inc. |
Carmel, CA |
Q2 2025 |
|
$435M |
| PEDDOCK CAPITAL ADVISORS, LLC |
Braintree, MA |
Q2 2025 |
|
$432M |
| Professional Financial Advisors, LLC |
North Platte, NE |
Q2 2025 |
|
$431M |
| Panview Asian Equity Master Fund |
Central, Hong Kong |
Q3 2024 |
|
$430M |
| Poehling Capital Management, INC. |
Madison, WI |
Q2 2025 |
|
$428M |
| PEAVINE CAPITAL, LLC |
Reno, NV |
Q2 2025 |
|
$427M |
| PRIVATE ASSET MANAGEMENT INC |
San Diego, CA |
Q3 2023 |
|
$426M |
| PenderFund Capital Management Ltd. |
Vancouver, British Columbia, Canada |
Q2 2025 |
|
$423M |
| Pacific Ridge Capital Partners, LLC |
Lake Oswego, OR |
Q2 2025 |
|
$418M |
| Petrie Michael F. |
Carmel, IN |
|
|
$418M |
| PLIMOTH TRUST CO LLC |
Plymouth, MA |
Q2 2025 |
|
$417M |
| Paloma Partners Management Co |
Greenwich, CT |
Q2 2025 |
|
$412M |
| Prosight Management, LP |
Dallas, TX |
Q2 2025 |
|
$410M |
| PT Independence Energy Holdings LLC |
Houston, TX |
|
|
$409M |
| PRECEDENT WEALTH PARTNERS, LLC |
Houston, TX |
Q2 2025 |
|
$408M |
| Petix & Botte Co |
La Mesa, CA |
Q2 2025 |
|
$408M |
| Patel Tushar Bhikhubhai |
Newport Beach, CA |
|
|
$406M |
| PARADIGM ASSET MANAGEMENT CO LLC |
New York, NY |
Q2 2025 |
|
$405M |
| Perseverance Asset Management International |
George Town, Cayman Islands |
Q2 2025 |
|
$397M |
| Paradiem, LLC |
Covington, LA |
Q2 2025 |
|
$396M |
| Passport Capital, LLC |
San Francisco, CA |
Q4 2019 |
|
$394M |
| PDTB Gigi Trust |
Sioux Falls, SD |
|
|
$393M |
| PKS Advisory Services, LLC |
Albany, NY |
Q2 2025 |
|
$393M |
| Progressive Investment Management Corp |
Lake Oswego, OR |
Q2 2025 |
|
$393M |
| PIONEER TRUST BANK N A/OR |
Salem, OR |
Q2 2025 |
|
$392M |
| Pamplona Capital Partners V, L.P. |
New York, NY |
|
|
$391M |
| Park Edge Advisors, LLC |
Cleveland, OH |
Q2 2025 |
|
$390M |
| Paulson Wealth Management Inc. |
Wheaton, IL |
Q2 2025 |
|
$386M |
| PDTA Gigi Trust |
Sioux Falls, SD |
|
|
$386M |
| Platform Technology Partners |
New York, NY |
Q2 2025 |
|
$383M |
| Paragon Advisors, LLC |
College Station, TX |
Q2 2025 |
|
$383M |
| PINNBROOK CAPITAL MANAGEMENT LP |
New York, NY |
Q2 2025 |
|
$382M |
| Prentice Wealth Management LLC |
Rochester, NY |
Q2 2025 |
|
$381M |
| PHH Investments, Ltd. |
Addison, TX |
Q4 2019 |
|
$378M |
| Proem Advisors LLC |
Dallas, TX |
Q2 2025 |
|
$378M |
| POST PORTFOLIO TRUST, LLC |
Greenwich, CT |
|
|
$377M |
| Platte River Wealth Advisors, LLC |
Louisville, CO |
Q3 2024 |
|
$373M |
| PRUDENT INVESTORS NETWORK, INC. |
Lake Forest, CA |
Q2 2025 |
|
$371M |
| Pacific Center for Financial Services |
San Ramon, CA |
Q2 2025 |
|
$369M |
| Peterson Wealth Services |
South Ogden, UT |
Q2 2025 |
|
$365M |
| Pantheon Ventures (US) LP |
San Francisco, CA |
|
|
$365M |
| Paragon Wealth Strategies, LLC |
Jacksonville, FL |
Q4 2023 |
|
$363M |
| Premier Financial Group |
Eureka, CA |
Q2 2025 |
|
$360M |
| PhiloSmith Capital Corp |
Stamford, CT |
Q2 2025 |
|
$360M |
| Price Wealth, LLC |
Austin, TX |
Q3 2020 |
|
$357M |
| Palihapitiya Chamath |
Menlo Park, CA |
|
|
$353M |
| Peak Financial Management, Inc. |
Wellesley, MA |
Q2 2025 |
|
$352M |
| Prism Advisors, Inc. |
Studio City, CA |
Q2 2025 |
|
$351M |
| PUZO MICHAEL J |
Boston, MA |
Q2 2025 |
|
$351M |
| PARUS FINANCE (UK) Ltd |
London, United Kingdom |
Q2 2025 |
|
$350M |
| Prostatis Group LLC |
Hanover, MD |
Q2 2025 |
|
$349M |
| Parisi Gray Wealth Management |
Mendham, NJ |
Q2 2025 |
|
$349M |
| Permanent Capital Management, LP |
Chicago, IL |
Q1 2025 |
|
$349M |
| PYA Waltman Capital, LLC |
Knoxville, TN |
Q2 2025 |
|
$347M |
| Prosperity Planning, Inc. |
Kansas City, MO |
Q2 2025 |
|
$347M |
| Pigott John |
Dallas, TX |
|
|
$344M |
| Prasad Wealth Partners, LLC |
Independence, OH |
Q2 2025 |
|
$342M |
| Pacifica Capital Investments, LLC |
Leander, TX |
Q2 2025 |
|
$340M |
| PORTLAND INVESTMENT COUNSEL INC. |
Burlington, Ontario, Canada |
Q2 2025 |
|
$340M |
| Pineno Levin & Ford Asset Management, Inc. |
Richmond, VA |
Q4 2021 |
|
$340M |
| PASQUESI JOHN M |
San Francisco, CA |
|
|
$339M |
| PRINCETON CAPITAL MANAGEMENT LLC |
Red Bank, NJ |
Q2 2025 |
|
$337M |
| PHYSICIANS FINANCIAL SERVICES, INC. |
Raleigh, NC |
Q2 2025 |
|
$336M |
| Pennant Investors, LP |
Summit, NJ |
Q2 2025 |
|
$334M |
| Peterffy Thomas |
Greenwich, CT |
|
|
$333M |
| Pensionfund Sabic |
Heerlen, Netherlands |
Q1 2025 |
|
$332M |
| Performa Ltd (US), LLC |
Charleston, SC |
Q2 2025 |
|
$332M |
| PL Capital Advisors, LLC |
Naples, FL |
Q2 2025 |
|
$330M |
| Packer & Co Ltd |
Cottesloe, Australia |
Q1 2025 |
|
$329M |
| Precocity Capital LP |
Stamford, CT |
Q4 2018 |
|
$328M |
| PFW Advisors LLC |
Atlanta, GA |
Q2 2025 |
|
$325M |
| Proquility Private Wealth Partners, LLC |
Las Vegas, NV |
Q1 2025 |
|
$324M |
| Pinnacle Bancorp, Inc. |
Beatrice, NE |
Q2 2025 |
|
$324M |
| Palumbo Wealth Management LLC |
Great Neck, NY |
Q2 2025 |
|
$323M |
| Passive Capital Management, LLC. |
Baltimore, MD |
Q2 2025 |
|
$321M |
| Peregrine Asset Advisers, Inc. |
Portland, OR |
Q2 2025 |
|
$321M |
| PROATHLETE WEALTH MANAGEMENT LLC |
Boca Raton, FL |
Q2 2025 |
|
$314M |
| Pantera Capital Partners LP |
San Francisco, CA |
Q2 2025 |
|
$314M |
| Panview Capital Ltd |
Hong Kong, Hong Kong |
Q2 2025 |
|
$314M |
| Partnervest Advisory Services LLC |
Santa Barbara, CA |
Q3 2020 |
|
$314M |
| Prime Buchholz LLC |
Portsmouth, NH |
Q2 2025 |
|
$313M |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
Huntingdon Valley, PA |
Q2 2025 |
|
$313M |
| Phraction Management LLC |
Stamford, CT |
Q2 2025 |
|
$313M |
| P SCHOENFELD ASSET MANAGEMENT LP |
New York, NY |
Q2 2025 |
|
$313M |
| Prudent Man Advisors, LLC |
Naperville, IL |
Q2 2025 |
|
$312M |
| Punch Card Management L.P. |
Winter Park, FL |
Q2 2025 |
|
$310M |
| Pathway Financial Advisers, LLC |
Auburn, IN |
Q2 2025 |
|
$309M |
| Permit Capital, LLC |
West Conshohocken, PA |
Q2 2025 |
|
$309M |
| Precision Wealth Strategies, LLC |
Saint Louis, MO |
Q2 2025 |
|
$308M |
| PEREZ DE LA MESA MANUEL J |
|
|
|
$306M |
| Provident Wealth Management, LLC |
Brentwood, TN |
Q2 2025 |
|
$306M |
| Papermaster Mark D |
Sunnyvale, CA |
|
|
$305M |
| Plan Group Financial, LLC |
Oklahoma City, OK |
Q2 2025 |
|
$304M |
| Palo Duro Investment Partners, LP |
Chicago, IL |
Q2 2025 |
|
$303M |
| PECAUT & CO. |
Sioux City, IA |
Q2 2025 |
|
$301M |
| Private Wealth Management Group, LLC |
Princeton, NJ |
Q2 2025 |
|
$301M |
| Pinnacle Financial Group, LLC / IL |
Western Springs, IL |
Q2 2025 |
|
$299M |
| PWMCO, LLC |
Chicago, IL |
Q1 2020 |
|
$298M |
| Pelizzon David R |
Warsaw, IN |
|
|
$298M |
| Promethos Capital, LLC |
Boston, MA |
Q2 2025 |
|
$296M |
| PURE PORTFOLIOS HOLDINGS LLC |
Lake Oswego, OR |
Q2 2025 |
|
$295M |
| PCJ Investment Counsel Ltd. |
Toronto, Ontario, Canada |
Q2 2025 |
|
$293M |
| Pegasus Asset Management, Inc. |
Montebello, NY |
Q2 2025 |
|
$292M |
| Pinion Investment Advisors, LLC |
Wichita, KS |
Q2 2025 |
|
$290M |
| PINCHUK NICHOLAS T |
Kenosha, WI |
|
|
$290M |
| Perestroika |
Steinhausen, Switzerland |
|
|
$290M |
| Perestroika (Cyprus) Ltd |
Steinhausen, Switzerland |
|
|
$290M |
| Prevatt Capital Ltd |
Nassau, Bahamas |
Q2 2025 |
|
$289M |
| Purus Wealth Management, LLC |
Newport Beach, CA |
Q2 2025 |
|
$288M |
| Price Philanthropies Foundation |
La Jolla, CA |
|
|
$286M |
| Pine Harbor Wealth Management, LLC |
Fairfax, VA |
Q2 2025 |
|
$284M |
| PATRIOT FINANCIAL PARTNERS GP, LP |
Radnor, PA |
Q2 2025 |
|
$284M |
| Providence First Trust Co |
Scottsdale, AZ |
Q2 2025 |
|
$283M |
| Pines Wealth Management, LLC |
Southern Pines, NC |
Q2 2025 |
|
$283M |
| PENOBSCOT WEALTH MANAGEMENT |
Portland, ME |
Q2 2025 |
|
$279M |
| Public Institution for Social Security |
Mirqab, Kuwait |
|
|
$279M |
| Patient Square Capital LP |
Menlo Park, CA |
Q2 2025 |
|
$277M |
| Pinnacle Holdings, LLC |
Tulsa, OK |
Q2 2025 |
|
$277M |
| Pineridge Advisors LLC |
St. Charles, MO |
Q2 2025 |
|
$276M |
| Prosperity Wealth Management, Inc. |
San Ramon, CA |
Q2 2025 |
|
$270M |
| Pioneer Wealth Management Group |
Austin, TX |
Q2 2025 |
|
$270M |
| Prairiewood Capital, LLC |
West Fargo, ND |
Q2 2025 |
|
$269M |
| PEP TG Investments LP |
Providence, RI |
|
|
$267M |
| Powell Investment Advisors, LLC |
Miami, FL |
Q2 2025 |
|
$267M |
| Pritzker Jennifer N. |
Chicago, IL |
|
|
$265M |
| PERISCOPE CAPITAL INC. |
Toronto, Ontario, Canada |
Q2 2025 |
|
$265M |
| PALO ALTO WEALTH ADVISORS, LLC |
Palo Alto, CA |
Q2 2025 |
|
$264M |
| Patricia R. Weis Marital Trust |
Sunbury, PA |
|
|
$263M |
| Peachtree Investment Partners, LLC |
Indian River Shores,, FL |
Q2 2025 |
|
$262M |
| PRW Wealth Management LLC |
Quincy, MA |
Q3 2023 |
|
$261M |
| Planned Solutions, Inc. |
Folsom, CA |
Q2 2025 |
|
$260M |
| POWER WEALTH MANAGEMENT LLC |
Alpharetta, GA |
Q2 2025 |
|
$260M |
| Presidio Capital Management, LLC |
San Diego, CA |
Q2 2025 |
|
$260M |
| PRIVATE CLIENT SERVICES, LLC |
Louisville, KY |
Q2 2025 |
|
$257M |
| Palisades Hudson Asset Management, L.P. |
Fort Lauderdale, FL |
Q2 2025 |
|
$256M |
| Pinnacle Private Wealth, LLC |
Andover, MA |
Q2 2022 |
|
$256M |
| Private Wealth Advisors, LLC |
Fresno, CA |
Q2 2025 |
|
$255M |
| Priore Thomas Charles |
Alpharetta, GA |
|
|
$253M |
| Paragon Private Wealth Management, LLC |
Lexington, KY |
Q2 2025 |
|
$251M |
| Palidye Holdings (Caymans) Ltd |
Grand Cayman, Cayman Islands |
Q2 2025 |
|
$251M |
| Peloton Wealth Strategists |
Indianapolis, IN |
Q2 2025 |
|
$249M |
| Point View Wealth Management, Inc. |
Summit, NJ |
Q4 2020 |
|
$246M |
| Pacifica Partners Inc. |
Surrey, Canada (Federal Level) |
Q2 2025 |
|
$246M |
| Providence VII U.S. Holdings L.P. |
Providence, RI |
|
|
$246M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
Warszawa, Poland |
Q2 2025 |
|
$245M |
| Painted Porch Advisors LLC |
Santa Barbara, CA |
Q2 2025 |
|
$244M |
| Paulson John |
New York, NY |
|
|
$239M |
| Phoenix Wealth Advisors |
Chapel Hill, NC |
Q2 2025 |
|
$239M |
| Palogic Value Management, L.P. |
Dallas, TX |
Q2 2025 |
|
$238M |
| PVG Asset Management |
Golden, CO |
Q4 2016 |
|
$238M |
| PCA Investment Advisory Services Inc. |
Cincinnati, OH |
Q2 2025 |
|
$237M |
| Patel Chintu |
Bridgewater, CA |
|
|
$237M |
| PHILADELPHIA INTERNATIONAL ADVISORS LP |
Philadelphia, PA |
Q1 2015 |
|
$237M |
| Palo Capital, Inc. |
Newport Beach, CA |
Q4 2018 |
|
$236M |
| Prosperity Financial Group, Inc. |
San Ramon, CA |
Q2 2025 |
|
$235M |
| Palmer Knight Co |
Jacksonville, FL |
Q2 2025 |
|
$235M |
| Prairie Wealth Advisors, Inc. |
Omaha, NE |
Q2 2025 |
|
$234M |
| PRECISION PATH CAPITAL, LP |
New York, NY |
Q4 2018 |
|
$233M |
| Polianta Ltd |
St Helier, Jersey |
Q2 2025 |
|
$232M |
| Parker Financial LLC |
Silverdale, WA |
Q2 2025 |
|
$231M |
| PRAGMA GESTAO DE PATRIMONIO LTD |
Sao Paulo, Brazil |
Q2 2025 |
|
$229M |
| Palisades Investment Partners, LLC |
Santa Monica, CA |
Q2 2025 |
|
$229M |
| Powers Advisory Group, LLC |
Highland, IL |
Q2 2025 |
|
$227M |
| PhiloSmith Capital Corp |
Stamford, CT |
Q2 2021 |
|
$227M |
| Plum Street Advisors, LLC |
New Orleans, LA |
Q2 2025 |
|
$227M |
| Peirce Capital Management, LLC |
The Woodlands, TX |
Q2 2025 |
|
$226M |
| Pavion Blue Capital, LLC |
Newport Beach, CA |
Q2 2025 |
|
$225M |
| Pilgrim Global ICAV |
Dublin, Ireland |
Q2 2025 |
|
$218M |
| PACES FERRY WEALTH ADVISORS, LLC |
Atlanta, GA |
Q2 2025 |
|
$218M |
| Podbere Burt W. |
Sunnyvale, CA |
|
|
$216M |
| PFC CAPITAL GROUP, INC. |
Los Angeles, CA |
Q2 2025 |
|
$216M |
| Pinto Daniel E |
New York, NY |
|
|
$216M |
| Physician Wealth Solutions Inc. |
North Las Vegas, NV |
Q2 2025 |
|
$216M |
| Potrero Capital Research LLC |
San Francisco, CA |
Q2 2025 |
|
$215M |
| PEARL ENERGY INVESTMENTS, L.P. |
Dallas, TX |
|
|
$215M |
| Porter White Investment Advisors, Inc. |
Birmingham, AL |
Q2 2025 |
|
$215M |
| Post Holdings, Inc. |
St. Louis, MO |
|
|
$215M |
| Prosperitas Financial LLC |
Valencia, CA |
Q2 2025 |
|
$213M |
| Proactive Wealth Strategies LLC |
Marietta, GA |
Q2 2025 |
|
$212M |
| Piermont Capital Management Inc. |
St. Louis, MO |
Q4 2018 |
|
$211M |
| PEDERSEN GEORGE J |
New York, NY |
|
|
$211M |
| PROFESSIONAL PLANNING |
Thousand Oaks, CA |
Q3 2021 |
|
$209M |
| POSTROCK PARTNERS LLC |
Overland Park, OR |
Q2 2025 |
|
$209M |
| PEG CAPITAL MANAGEMENT INC /NH/ |
Canaan, NH |
Q1 2015 |
|
$207M |
| PRUDENTIAL INSURANCE CO OF AMERICA |
Newark, NJ |
|
|
$207M |
| PRUDENTIAL PLC |
London, United Kingdom |
|
|
$206M |
| Patel Chirag K. |
Bridgewater, NJ |
|
|
$206M |
| Pinnacle Family Advisors, LLC |
Springfield, MO |
Q2 2025 |
|
$206M |
| Pacific Edge Advisors, LLC |
Corona Del Mar, CA |
Q3 2021 |
|
$206M |
| Prime Capital Management Co Ltd |
Hong Kong, Hong Kong |
Q2 2025 |
|
$205M |
| Private Vista, LLC |
Chicago, IL |
Q2 2020 |
|
$205M |
| Parkshore Wealth Management, Inc. |
Granite Bay, CA |
Q2 2025 |
|
$205M |
| Peak XV Partners Operations LLC |
Trianon, Mauritius |
Q2 2025 |
|
$204M |
| PSI Advisors, LLC |
Tampa, FL |
Q2 2025 |
|
$204M |
| PAG Capital II Ltd |
Hong Kong, Hong Kong |
|
|
$203M |
| PAG Ltd |
Hong Kong, Hong Kong |
|
|
$203M |
| Point72 Italy, S.r.l. |
Milan, Italy |
Q2 2025 |
|
$203M |
| Pacific Wealth Management |
San Diego, CA |
Q2 2025 |
|
$203M |
| PEOPLES FINANCIAL SERVICES CORP. |
Dunmore, PA |
Q2 2025 |
|
$202M |
| PATRON PARTNERS, LLC |
Houston, TX |
Q2 2025 |
|
$202M |
| Powers Capital, LLC |
San Francisco, CA |
Q2 2025 |
|
$201M |
| Permit Capital Advisors, LLC |
West Conshohocken, PA |
Q1 2022 |
|
$201M |
| PFS Partners, LLC |
Mine Hill, NJ |
Q2 2025 |
|
$198M |
| PRINCETON CAPITAL MANAGEMENT INC |
Princeton, NJ |
Q3 2017 |
|
$197M |
| Pflug Koory, LLC |
Omaha, NE |
Q2 2025 |
|
$197M |
| PENNEY FINANCIAL, LLC |
Houston, TX |
Q2 2025 |
|
$197M |
| PCG Wealth Advisors, LLC |
Overland Park, KS |
Q2 2025 |
|
$196M |
| PEAK FINANCIAL ADVISORS LLC |
Denver, CO |
Q2 2025 |
|
$195M |
| PATEL RAJIV A |
San Francisco, CA |
|
|
$195M |
| Paragon Capital Management LLC |
Overland Park, KS |
Q2 2025 |
|
$195M |
| Planning Solutions Group LLC |
Fulton, MD |
Q2 2019 |
|
$194M |
| PFG Private Wealth Management, LLC |
Lutz, FL |
Q2 2025 |
|
$194M |
| Prospect Hill Management, LLC |
Short Hills, NJ |
Q2 2025 |
|
$194M |
| PERRITT CAPITAL MANAGEMENT INC |
Chicago, IL |
Q2 2025 |
|
$194M |
| Pointe Capital Management LLC |
Grosse Pointe Farms, MI |
Q2 2025 |
|
$193M |
| PACIFIC SUN FINANCIAL CORP |
Los Angeles, CA |
Q2 2025 |
|
$191M |
| PENINSULA ASSET MANAGEMENT INC |
Bradenton, FL |
Q2 2025 |
|
$189M |
| PACK Private Wealth, LLC |
Wayzata, MN |
Q2 2025 |
|
$189M |
| Private Wealth Group, LLC |
Tampa, FL |
Q2 2025 |
|
$188M |
| PJT Investments Corp. |
Toronto |
Q2 2025 |
|
$187M |
| Peltz Matthew H. |
New York, NY |
|
|
$187M |
| PERRY CREEK CAPITAL LP |
New York, NY |
Q2 2025 |
|
$187M |
| PENNINGTON PARTNERS & CO., LLC |
Bethesda, MD |
Q2 2025 |
|
$186M |
| PROVENCE WEALTH MANAGEMENT GROUP |
Irvine, CA |
Q4 2023 |
|
$186M |
| Partovi Hadi |
Bellevue, WA |
|
|
$186M |
| Pelham Capital Ltd. |
London, United Kingdom |
Q2 2025 |
|
$186M |
| Pacific Point Advisors, LLC |
Rancho Santa Fe, CA |
Q2 2025 |
|
$184M |
| Prairie Sky Financial Group LLC |
Lake Bluff, IL |
Q2 2025 |
|
$182M |
| Plotkin Financial Advisors, LLC |
Chevy Chase, MD |
Q2 2025 |
|
$181M |
| Prospera Capital Management, LLC |
Gilbert, AZ |
Q2 2025 |
|
$181M |
| Prudent Man Investment Management, Inc. |
Louisville, CO |
Q2 2025 |
|
$180M |
| Purkiss Capital Advisors LLC |
Ridgefield, CT |
Q2 2025 |
|
$180M |
| Petitti Nicholas Joseph |
Columbus, OH |
|
|
$179M |
| PLANNING DIRECTIONS INC |
Glen Mills, PA |
Q2 2025 |
|
$178M |
| PCO INVESTMENT MANAGEMENT LP |
Mill Valley, CA |
Q2 2015 |
|
$177M |
| PING CAPITAL MANAGEMENT, INC. |
New York, NY |
Q2 2025 |
|
$177M |
| Patrick Mauro Investment Advisor, INC. |
Oak Brook, IL |
Q2 2025 |
|
$177M |
| PURSUE WEALTH PARTNERS LLC |
Clayton, CA |
Q2 2025 |
|
$176M |
| POTENTIA WEALTH |
San Jose, CA |
Q2 2025 |
|
$175M |
| Private Wealth Advisors, Inc. |
Greensburg, PA |
Q4 2020 |
|
$175M |
| Partners Group Finance USD IC Ltd |
St. Peter Port, Guernsey |
|
|
$175M |
| Pinnacle Wealth Management Group, Inc. |
Plymouth, MI |
Q2 2025 |
|
$174M |
| Parkwoods Wealth Partners, LLC |
Syracuse, NY |
Q2 2025 |
|
$173M |
| Piedmont Capital Management, LLC |
Whitefish, MT |
Q2 2025 |
|
$173M |
| Penner Gregory Boyd |
Menlo Park, CA |
|
|
$172M |
| Plaisance Capital LLC |
Denver, CO |
Q2 2022 |
|
$170M |
| Prepared Retirement Institute LLC |
Lansdale, PA |
Q2 2025 |
|
$170M |
| PAGAC Drone Holding GP I Ltd |
Grand Cayman, Cayman Islands |
|
|
$170M |
| PLUSTICK MANAGEMENT LLC |
Charlottesville, VA |
Q2 2025 |
|
$169M |
| PRENTISS SMITH & CO INC |
Brattleboro, VT |
Q2 2025 |
|
$168M |
| Pettee Investors, Inc. |
Rowayton, CT |
Q2 2025 |
|
$167M |
| PORTLAND HILL CAPITAL LLP |
London, United Kingdom |
Q4 2016 |
|
$167M |
| Prospect Capital Advisors, LLC |
Sausalito, CA |
Q2 2025 |
|
$166M |
| Pullen Investment Management, LLC |
Bradenton, FL |
Q2 2025 |
|
$166M |
| Paul R. Ried Financial Group, LLC |
Bellevue, WA |
Q2 2025 |
|
$165M |
| PROMETHIUM ADVISORS,LLC |
Bethesda, MD |
Q2 2025 |
|
$165M |
| Petras Michael B. Jr. |
Broadview Heights, OH |
|
|
$164M |
| PORTNOY ADAM D. |
Newton, MA |
|
|
$164M |
| PANORAMIC INVESTMENT ADVISORS, LLC |
Denver, CO |
Q2 2025 |
|
$163M |
| PINCUS MARK J |
San Francisco, CA |
|
|
$163M |
| Pandora Wealth, Inc. |
Oakbrook Terrace, IL |
Q2 2025 |
|
$163M |
| POPE ASSET MANAGEMENT, LLC |
Memphis, TN |
Q3 2018 |
|
$162M |
| Pettit CD Baer |
New York, NY |
|
|
$162M |
| PEOPLES BANK /OH |
Marietta, OH |
Q2 2025 |
|
$162M |
| PRICE ROBERT E |
La Jolla, CA |
|
|
$162M |
| Pivotal bioVenture Partners Investment Advisor LLC |
San Francisco, CA |
Q2 2025 |
|
$161M |
| PEP VIII GP LLC |
Providence, RI |
|
|
$161M |
| Prospect Financial Services LLC |
Melville, NY |
Q2 2025 |
|
$160M |
| Passumpsic Savings Bank |
St. Johnsbury, VT |
Q4 2024 |
|
$160M |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
Portage, MI |
Q2 2025 |
|
$159M |
| PETRA FINANCIAL ADVISORS INC |
Colorado Srpings, CO |
Q2 2025 |
|
$158M |
| PIERSHALE FINANCIAL GROUP, INC. |
Barrington, IL |
Q2 2023 |
|
$157M |
| POHLAD ROBERT C |
Minneapolis, MN |
|
|
$157M |
| PEREGRINE INVESTMENT MANAGEMENT INC |
Toronto, Ontario, Canada |
Q2 2025 |
|
$156M |
| Privium Fund Management (UK) Ltd |
London, United Kingdom |
Q2 2025 |
|
$156M |
| PRING TURNER CAPITAL GROUP INC |
Walnut Creek, CA |
Q2 2025 |
|
$155M |
| Peed Daniel |
St Petersburg, FL |
|
|
$154M |
| Penn Mark Jeffery |
Washington, DC |
|
|
$154M |
| Paradoxiom Capital L.P. |
Stamford, CT |
Q1 2025 |
|
$154M |
| Promus Capital, LLC |
Chicago, IL |
Q2 2025 |
|
$154M |
| Paradigm, Strategies in Wealth Management, LLC |
Maple Grove, MN |
Q2 2025 |
|
$153M |
| Prodigy Asset Management LLC |
Omaha, NE |
Q2 2025 |
|
$153M |
| Pacific Wealth Strategies Group, Inc. |
Santa Barbara, CA |
Q2 2025 |
|
$152M |
| Palouse Capital Management, Inc. |
Spokane, WA |
Q2 2025 |
|
$152M |
| PTM WEALTH MANAGEMENT, LLC |
North Wales, United States |
Q2 2025 |
|
$151M |
| Planning Capital Management Corp |
Paoli, PA |
Q3 2024 |
|
$151M |
| Praeger Michael |
Charlotte, NC |
|
|
$151M |
| Papamarkou Wellner Asset Management inc. |
New York, NY |
Q2 2025 |
|
$150M |
| Pratt Collard Advisory Partners LLC |
Buffalo, NY |
Q2 2021 |
|
$150M |
| Peoples Bank/KS |
Pratt, KS |
Q2 2025 |
|
$149M |
| PETERSON WEALTH MANAGEMENT |
Sparks, NV |
Q1 2025 |
|
$149M |
| Pensionfund DSM Netherlands |
Heerlen, Netherlands |
Q2 2025 |
|
$148M |
| PINNEY & SCOFIELD, INC. |
Cambridge, MA |
Q2 2025 |
|
$148M |
| PB INVESTMENT PARTNERS, L.P. |
Burlingame, CA |
Q2 2025 |
|
$147M |
| PRIMORIS WEALTH ADVISORS, LLC |
North Palm Beach, FL |
Q2 2025 |
|
$147M |
| PARAGON FINANCIAL PARTNERS, INC. |
Woodland Hills, CA |
Q2 2025 |
|
$146M |
| PATRICK M SWEENEY & ASSOCIATES, INC |
Libertyville, IL |
Q2 2025 |
|
$145M |
| Peak Retirement Planning, Inc. |
Columbus, OH |
Q4 2024 |
|
$145M |
| Pillar Financial Advisors, LLC |
Louisville, KY |
Q2 2025 |
|
$145M |
| Pinnacle West Asset Management, Inc. |
Casper, WY |
Q2 2025 |
|
$145M |
| Panoramic Capital Partners, LLC |
Lake Oswego, OR |
Q2 2025 |
|
$144M |
| Providence Wealth Advisors, LLC |
Frankfort, IL |
Q2 2025 |
|
$142M |
| Petiole USA ltd |
New York, NY |
Q2 2025 |
|
$141M |
| Penbrook Management LLC |
New York, NY |
Q2 2025 |
|
$140M |
| POM Investment Strategies, LLC |
Raleigh, NC |
Q2 2025 |
|
$140M |
| Priveterra Sponsor, LLC |
Fort Lauderdale, FL |
|
|
$139M |
| Parkworth Wealth Management, Inc. |
Los Gatos, CA |
Q2 2025 |
|
$139M |
| Park Square Financial Group, LLC |
Roswell, GA |
Q2 2025 |
|
$138M |
| Pappas Christopher |
Ridgefield, CT |
|
|
$138M |
| Palliser Capital (UK) Ltd |
London, United Kingdom |
Q2 2025 |
|
$137M |
| Presper Financial Architects, LLC |
Akron, OH |
Q2 2025 |
|
$134M |
| Pingora Partners LLC |
Wilson, WY |
Q2 2025 |
|
$134M |
| Phase 2 Partners, LLC |
San Francisco, CA |
Q4 2024 |
|
$133M |
| PERSONAL FINANCIAL CONSULTANTS INC /ADV |
Lafayette, CA |
Q2 2019 |
|
$133M |
| Pachira Investments Inc. |
Dana Point, CA |
Q2 2025 |
|
$132M |
| Private Capital Group, LLC |
West Hartford, CT |
Q2 2022 |
|
$132M |
| Pine Brook Road Advisors, L.P. |
Bedford, NY |
Q2 2025 |
|
$132M |
| PARAGON CAPITAL MANAGEMENT INC |
Provo, UT |
Q2 2025 |
|
$131M |
| Paladin Advisory Group, LLC |
Clive, IA |
Q2 2025 |
|
$131M |
| Pennant Select, LLC |
Summit, NJ |
Q2 2025 |
|
$130M |
| PRIOR CORNELIUS B JR |
|
|
|
$130M |
| Panoramic Capital, LLC |
Larkspur, CA |
Q2 2025 |
|
$130M |
| Peachtree Investment Advisors, Inc. |
Atlanta, GA |
Q4 2018 |
|
$130M |
| PIPER SANDLER & CO. |
Minneapolis, MN |
Q2 2025 |
|
$130M |
| Paladin Wealth, LLC |
Arden Hills, MN |
Q2 2025 |
|
$129M |
| PACIFIC FINANCIAL GROUP INC |
Bellevue, WA |
Q2 2025 |
|
$128M |
| Pantheon Investment Group, LLC |
Sierra Madre, CA |
Q4 2021 |
|
$127M |
| Pine Haven Investment Counsel, Inc |
Fairhaven, MA |
Q2 2025 |
|
$127M |
| Processus Wealth & Capital Management, LLC |
Brentwood, TN |
Q2 2025 |
|
$127M |
| Perissos Private Wealth Management, LLC |
Bethany, OK |
Q2 2025 |
|
$126M |
| PENN MUTUAL LIFE INSURANCE CO |
Horsham, PA |
Q2 2018 |
|
$125M |
| PUREfi Wealth, LLC |
Boston, MA |
Q2 2025 |
|
$125M |
| PRECEPT MANAGEMENT LLC |
Dallas, TX |
Q3 2023 |
|
$125M |
| Prossimo Advisors, LLC |
San Luis Obispo, CA |
Q2 2025 |
|
$125M |
| Pacific Asset Management, LLC |
Gig Harbor, WA |
Q2 2025 |
|
$124M |
| Partnership Wealth Management, LLC |
Towson, MD |
Q2 2025 |
|
$124M |
| Pollock Investment Advisors, LLC |
Ann Arbor, MI |
Q2 2025 |
|
$123M |
| Pangaea Three-B, LP |
New York, NY |
|
|
$122M |
| Palacios Wealth Management, LLC |
Ormond Beach, FL |
Q2 2025 |
|
$122M |
| POULOS WARD |
Santa Monica, CA |
|
|
$121M |
| PSquared Asset Management AG |
Zurich, Switzerland |
Q2 2025 |
|
$121M |
| PMG Wealth Management, Inc. |
Hawthorn Woods, IL |
Q2 2025 |
|
$121M |
| Persium Advisors, LLC |
Atlanta, GA |
Q2 2025 |
|
$121M |
| Pathlight Investors LLC |
Phoenix, AZ |
Q4 2018 |
|
$121M |
| Piscataqua Savings Bank |
Portsmouth, NH |
Q2 2025 |
|
$120M |
| Pinnacle Wealth Management, LLC |
Roseville, CA |
Q2 2025 |
|
$120M |
| PETTERS C MICHAEL |
Newport News, VA |
|
|
$119M |
| Petno Douglas B |
New York, NY |
|
|
$119M |
| PIN OAK INVESTMENT ADVISORS INC |
Houston, TX |
Q2 2025 |
|
$118M |
| Principia Wealth Advisory, LLC |
Dallas, TX |
Q2 2025 |
|
$118M |
| PLANWISER FINANCIAL, LLC |
Colorado Springs, CO |
Q2 2025 |
|
$117M |
| PERRY MARK L |
Mill Valley, CA |
|
|
$117M |
| PARK CIRCLE Co |
Baltimore, MD |
Q2 2025 |
|
$117M |
| Phoenician Capital LLC |
New York, NY |
Q4 2022 |
|
$117M |
| PCG ASSET MANAGEMENT, LLC |
Gladstone, NJ |
Q2 2025 |
|
$116M |
| Pitti Group Wealth Management, LLC |
Victor, NY |
Q2 2025 |
|
$116M |
| Priebe Wealth Holdings LLC |
Maple Grove, MN |
Q2 2025 |
|
$115M |
| PICK EDWARD N |
New York, NY |
|
|
$115M |
| Paradis Paul |
Minneapolis, MN |
|
|
$115M |
| Persistent Asset Partners Ltd |
Hong Kong, Hong Kong |
Q2 2025 |
|
$114M |
| Polaris Venture Management Co. VI, L.L.C. |
Boston, MA |
Q3 2017 |
|
$111M |
| Patel Dipan |
Reno, NV |
|
|
$111M |
| POINCIANA ADVISORS GROUP, LLC |
Palm Beach Gardens, FL |
Q2 2025 |
|
$111M |
| Profit Investment Management, LLC |
North Bethesda, MD |
Q2 2025 |
|
$111M |
| Phillips Wealth Planners LLC |
Starkville, MS |
Q2 2025 |
|
$110M |
| Petros Family Wealth, LLC |
Bloomington, MN |
Q2 2025 |
|
$109M |
| Platte River Capital LLC |
Denver, CO |
Q3 2015 |
|
$108M |
| Praetorian PR LLC |
Rincon, PR |
Q2 2025 |
|
$108M |
| Park Capital Management, LLC / WI |
Madison, WI |
Q2 2025 |
|
$108M |
| Partners Group Private Equity (Master Fund), LLC |
New York, NY |
|
|
$108M |
| Pacific Capital Partners Ltd |
London |
Q2 2025 |
|
$107M |
| Punch Card Capital, L.P. |
Winter Park, FL |
Q3 2014 |
|
$107M |
| PLANTS J DANIEL |
San Francisco, CA |
|
|
$106M |
| Pilgrim Partners Asia Pte Ltd |
Singapore, Singapore |
Q1 2025 |
|
$105M |
| Platt Investment Counsel, LLC |
Lake Mary, FL |
Q2 2025 |
|
$105M |
| Parus Finance SA |
Paris, France |
Q2 2012 |
|
$105M |
| Plank Kevin A |
Baltimore, MD |
|
|
$104M |
| Post Resch Tallon Group Inc. |
Pittsford, NY |
Q2 2025 |
|
$104M |
| PAUL CHARLES S |
Kansas City, MO |
|
|
$103M |
| Poston Edwin A. |
Dallas, TX |
|
|
$102M |
| Perelman Matthew Terker |
New York, NY |
|
|
$102M |
| Phil A. Younker & Associates, Ltd. |
Fairbanks, AK |
Q2 2025 |
|
$101M |
| Pzena Richard Stanton |
New York, NY |
|
|
$101M |
| Paradigm Capital Management, LLC/NV |
Reno, NV |
Q2 2025 |
|
$101M |
| Parallel49 Equity, ULC |
Lake Forest, IL |
|
|
$101M |
| Provident Co of the Employees of the Hebrew University LTD |
Jerusalem, Israel |
Q2 2025 |
|
$100M |
| Pickles David Randall |
Ventura, CA |
|
|
$100M |
| Peapod Lane Capital LLC |
Bedford Hills, NY |
Q2 2025 |
|
$99.9M |
| PERKINS CAPITAL MANAGEMENT INC |
Wayzata, MN |
Q2 2025 |
|
$99.5M |
| Putney Financial Group LLC |
San Rafael, CA |
Q2 2025 |
|
$99M |
| Pray James Robert |
Alameda, CA |
|
|
$98.7M |
| Panning Capital Management, LP |
New York, NY |
Q3 2016 |
|
$97.5M |
| Parvin Asset Management, LLC |
Sioux Falls, SD |
Q2 2025 |
|
$97.4M |
| Page Arthur B |
Boston, MA |
Q1 2024 |
|
$97.2M |
| Private Harbour Investment Management & Counsel, LLC |
Sagamore Hills, OH |
Q2 2025 |
|
$96.6M |
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
Orland Park, IL |
Q2 2025 |
|
$96.3M |
| Prospect Financial Group LLC |
Arlington, VA |
Q2 2025 |
|
$95.6M |
| PERELLA JOSEPH R |
New York, NY |
|
|
$93.2M |
| PALLADIEM, LLC |
Bryn Mawr, PA |
Q3 2023 |
|
$92.6M |
| PATHWAY CAPITAL MANAGEMENT, LP |
Irvine, CA |
Q2 2025 |
|
$91.3M |
| PEW ROBERT C III |
Grand Rapids, MI |
|
|
$90.9M |
| PRIVATE CAPITAL MANAGEMENT INC |
Eagan, MN |
Q3 2017 |
|
$89M |
| PRAKASH INVESTMENT ADVISORS LLC |
Las Vegas, NV |
Q2 2025 |
|
$88.6M |
| Porter Stuart D |
Boston, MA |
|
|
$88.4M |
| Pferdehirt Douglas J. |
Houston, TX |
|
|
$88.2M |
| PARTNERS WEALTH MANAGEMENT, LLC |
Carmel By The Sea, CA |
Q2 2025 |
|
$87.8M |
| Pale Fire Capital investicni spolecnost a.s. |
Prague, Czech Republic |
Q2 2025 |
|
$86.5M |
| Page Tyler |
Rye, NY |
|
|
$85.4M |
| PICTET BANK & TRUST Ltd |
Nassau, Bahamas |
Q2 2025 |
|
$85.3M |
| Point Break Capital Management, LLC |
Miami, FL |
Q3 2024 |
|
$85.3M |
| PADDON PATRICK E |
Newport Beach, CA |
|
|
$83.7M |
| Prosperity Capital Management Ltd |
Camana Bay, Cayman Islands |
Q1 2020 |
|
$83.6M |
| Propel Bio Management, LLC |
Los Angeles, CA |
Q2 2025 |
|
$82.4M |
| Pavadi Capital LLC |
New York, NY |
Q4 2023 |
|
$81.2M |
| PDTA Tom Trust |
Sioux Falls, SD |
|
|
$78.7M |
| Prudence Investment Management (Hong Kong) Ltd. |
12 Harcourt Road Central, Hong Kong |
Q3 2022 |
|
$78.2M |
| Peterson Douglas L. |
New York, NY |
|
|
$77M |
| Plueger John L |
Los Angeles, CA |
|
|
$76.9M |
| Parafestas Anastasios |
Boston, MA |
Q2 2025 |
|
$76.7M |
| PW Partners Capital Management LLC |
Chicago, IL |
Q3 2016 |
|
$76.7M |
| Pale Fire Capital SICAV a.s. |
Prague, Czech Republic |
|
|
$75.9M |
| Price Jennifer C. |
New York, NY |
Q4 2024 |
|
$75.5M |
| PORTOLA GROUP INC /CA |
San Jose, CA |
Q2 2015 |
|
$74.6M |
| Papadopoulo Nicolas |
Hamilton, Bermuda |
|
|
$74.3M |
| Packer Craig |
New York, NY |
|
|
$74.1M |
| Pertz Douglas A |
Richmond, VA |
|
|
$73.9M |
| PENG VICTOR |
Mountain View, CA |
|
|
$73.9M |
| Ponoi Management, LLC |
San Francisco, CA |
Q3 2022 |
|
$73.2M |
| PREISER DAVID A |
New York, NY |
|
|
$72M |
| Pilette Vincent |
Foster City, CA |
|
|
$72M |
| Phares Denis |
Reno, NV |
|
|
$71M |
| Premise Capital, LLC |
Naperville, IL |
Q2 2020 |
|
$71M |
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO |
Glendale, CA |
Q1 2025 |
|
$70.7M |
| Potomac Capital Management, Inc. |
New York, NY |
Q4 2023 |
|
$69.7M |
| PharVision Advisers, LLC |
Boca Raton, FL |
Q2 2025 |
|
$69.6M |
| Pegula Terrence M. |
Boca Raton, FL |
|
|
$68.7M |
| Phillips Dominic |
San Francisco, CA |
|
|
$68.7M |
| PARKER DAVID RAY |
Chattanooga, TN |
|
|
$68.6M |
| PATRIZIA Pty Ltd |
Barton, Australia |
Q3 2024 |
|
$67.3M |
| Policarpo Michael Dennis |
Brooklyn, OH |
|
|
$67.2M |
| PROBST LAWRENCE F III |
Redwood City, CA |
|
|
$67.2M |
| PMC FIG Opportunities LLC |
Jerusalem, Israel |
Q2 2025 |
|
$67.2M |
| PYRRHO CAPITAL MANAGEMENT, LP |
New York, NY |
Q4 2016 |
|
$66.5M |
| Pasam Madhuri |
Leander, TX |
|
|
$66.2M |
| PARKER MARK G |
Beaverton, OR |
|
|
$65.7M |
| Pappas John |
Ridgefield, CT |
|
|
$63.2M |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE |
Dallas, TX |
Q2 2025 |
|
$63M |
| Pension Partners, LLC |
New York, NY |
Q3 2019 |
|
$62.8M |
| Pinegrove Venture Partners, LLC |
Menlo Park, CA |
Q2 2025 |
|
$62.8M |
| Polaris Venture Management Co IV LLC |
Boston, MA |
Q3 2016 |
|
$62.4M |
| Parasol Investment Management, LLC |
Westmont, IL |
Q1 2017 |
|
$61M |
| PUFF WEALTH MANAGEMENT, LLC |
Haddonfield, NJ |
Q2 2025 |
|
$60.9M |
| Prentice Capital Management, LP |
Greenwich, CT |
Q2 2025 |
|
$60M |
| PETER DORNAU FAMILY, LLC |
Ft. Lauderdale, FL |
|
|
$59.4M |
| Pacious Patrick |
Rockville, MD |
|
|
$58.3M |
| Pande Vijay Satyanand |
Menlo Park, CA |
|
|
$58.2M |
| Premia Global Advisors, LLC |
Coral Gables, FL |
Q3 2019 |
|
$57.9M |
| Purcell Paul Martin |
Chicago, IL |
|
|
$57.6M |
| Power Andrew |
San Francisco, CA |
|
|
$57.3M |
| Penn Mutual Asset Management |
Conshohocken, PA |
Q2 2025 |
|
$56.6M |
| patel Paresh Dinesh |
Weston, MA |
|
|
$56.6M |
| PAPADOPOULOS STELIOS |
Great Neck, NY |
|
|
$56.2M |
| PICKETT C TAYLOR |
Columbia, MD |
|
|
$56.1M |
| Pontifax Management 4 G.P. (2015) Ltd. |
Herzliya Pituach, Israel |
|
|
$56M |
| PAPA JOSEPH C |
Gaithersburg, MD |
|
|
$55.7M |
| Plaisance SPV I, LLC |
Denver, CO |
|
|
$55.4M |
| Pinz Capital Management, LP |
New York, NY |
Q3 2022 |
|
$55.2M |
| Patel Snehal |
Sugar Land, TX |
|
|
$55M |
| PSG Ultimate GP Managing Member L.L.C. |
Providence, RI |
|
|
$55M |
| Pinetree Capital Ltd. |
Toronto, Ontario, Canada |
|
|
$54M |
| Proprium Capital Partners, L.P. |
Stamford, CT |
Q3 2017 |
|
$54M |
| Parametrica Management Ltd |
Wanchai, Hong Kong |
Q2 2025 |
|
$53.8M |
| ProQuest Associates IV LLC |
Naples, FL |
Q3 2018 |
|
$53M |
| P.A.W. CAPITAL CORP |
Greenwich, CT |
Q2 2025 |
|
$51.9M |
| POPS RICHARD F |
San Diego, CA |
|
|
$51.9M |
| Phoenix Venture Partners II LP |
San Mateo, CA |
|
|
$49.6M |
| Putnam James S |
Boston, MA |
|
|
$49.5M |
| Pharmacy Investors, LLC |
Indianapolis, IN |
|
|
$48.7M |
| Piconi Robert |
London, United Kingdom |
|
|
$47.9M |
| Payne Christopher D |
Itasca, IL |
|
|
$47.5M |
| Peak Ten Capital LLC |
New York, NY |
Q3 2015 |
|
$46.5M |
| PRESCOTT INVESTORS PROFIT SHARING TRUST |
Boca Raton, FL |
Q3 2022 |
|
$46.4M |
| Pagano Robert J Jr |
North Andover, MA |
|
|
$45.5M |
| PhaseCapital LP |
New York, NY |
Q3 2018 |
|
$45.2M |
| Pelion, Inc. |
Salt Lake City, UT |
Q2 2025 |
|
$45M |
| Pardo Geoffrey B |
Exeter, NH |
|
|
$44.9M |
| PMV Capital Advisers, LLC |
Dallas, TX |
Q2 2025 |
|
$44.9M |
| Pariax, LLC |
Newport Beach, CA |
Q4 2023 |
|
$44.3M |
| PAVmed Inc. |
New York, NY |
|
|
$43.9M |
| PUCKETT LAND CO |
Greenwood Village, CO |
|
|
$43.9M |
| PASTEL & ASSOCIES SA |
Paris, France |
Q3 2018 |
|
$43.8M |
| PERELMAN RONALD O |
New York, NY |
|
|
$43M |
| PICHELLI ALDO |
Thousand Oaks, CA |
|
|
$42.7M |
| Pauley Lisa Ann |
Broomfield, CO |
|
|
$42.6M |
| Patricio Miguel |
Chicago, IL |
|
|
$42.4M |
| Phillips Jarrod |
New York, NY |
|
|
$42.3M |
| Patterson Robert M |
Avon Lake, OH |
|
|
$42.1M |
| Pham Trac |
Mountain View, CA |
|
|
$42M |
| Portland Financial Advisors Inc |
Port Washington, NY |
Q2 2025 |
|
$41.7M |
| PORTER ROGER B |
Salt Lake City, UT |
|
|
$41.2M |
| Pratt Brian |
Dallas, TX |
|
|
$41.1M |
| Portland Hill Asset Management Ltd |
London, United Kingdom |
Q1 2024 |
|
$40.9M |
| Pham Thuan |
San Francisco, CA |
|
|
$40.9M |
| Pagliari Aldo John |
Kenosha, WI |
|
|
$40.9M |
| Prober Charles J. |
Las Vegas, NV |
|
|
$40.9M |
| PEIZER TERREN S |
Los Angeles, CA |
|
|
$40.7M |
| Penland Joe Sr |
Beaumont, TX |
|
|
$40.6M |
| Pereira Lincoln |
Houston, TX |
|
|
$40.3M |
| Prince Street Capital Management LLC |
New York, NY |
Q3 2022 |
|
$40.3M |
| Popovici Silviu |
Purchase, NY |
|
|
$40M |
| Portman Ltd |
Grand Cayman, Cayman Islands |
Q3 2024 |
|
$39.8M |
| PRAGADA ROBERT V |
Pasadena, CA |
|
|
$39.8M |
| Philips Jeremy |
Denver, CO |
|
|
$39.8M |
| Pitoniak Edward Baltazar |
New York, NY |
|
|
$39.5M |
| Paul Cynthia |
Herzelia, Israel |
|
|
$39.5M |
| Pape Ryan |
San Antonio, TX |
|
|
$39.2M |
| PAEK NACK Y |
|
|
|
$39M |
| Pritchard Marc S. |
Cincinnati, OH |
|
|
$38.6M |
| Ponoi II Management, LLC |
San Francisco, CA |
Q3 2022 |
|
$38.3M |
| PORTER JOHN ROBER CAMBER ET AL |
Geneva, Switzerland |
|
|
$37.7M |
| PARK JOHN J |
New York, NY |
|
|
$37.7M |
| Powell Scott |
Boston, MA |
|
|
$37.6M |
| Pearson Mark |
New York, NY |
|
|
$37.6M |
| Prieskorn Laura Louene |
Lansing, MI |
|
|
$37.5M |
| Pietrucha Susan E |
Itasca, IL |
|
|
$36.8M |
| PAYNE DAVID L |
|
|
|
$36.7M |
| PRIM BILLY D |
Winston Salem, NC |
|
|
$36.6M |
| Porter Shirley |
Geneva, Switzerland |
|
|
$36.6M |
| PRUZAN JONATHAN |
New York, NY |
|
|
$36.3M |
| PARKER W DOUGLAS |
|
|
|
$36.2M |
| PALKO STEFFEN E |
|
|
|
$36M |
| Parvizi Josef |
Sunnyvale, CA |
|
|
$35.9M |
| Patel Bhavesh V. |
Rotterdam, Netherlands |
|
|
$35.5M |
| PHILLIPS DAVID P |
Lakeland, FL |
|
|
$35.5M |
| PARMAR KUSH |
San Francisco, CA |
|
|
$35.4M |
| Poppe Patricia K |
San Francisco, CA |
|
|
$35.1M |
| PROCTOR H PALMER JR |
|
|
|
$35M |
| Parsley E William III |
New York, NY |
|
|
$34.9M |
| Paslick P. Martin |
Nashville, TN |
|
|
$34.9M |
| Park Sangwoo |
Santa Ana, CA |
|
|
$34.6M |
| Pittman Paul A |
Newport Beach, CA |
|
|
$34.4M |
| Pascual Bryan J. |
San Juan, PR |
|
|
$34.4M |
| PRESIDIO MANAGEMENT GROUP VII L L C |
Menlo Park, CA |
|
|
$34.2M |
| Painter Corning F. |
Allentown, PA |
|
|
$34M |
| PIERSON R HUNTER JR |
El Dorado, AR |
|
|
$33.8M |
| Peterson Lynn A |
Denver, CO |
|
|
$33.3M |
| Pesch Michael Robert |
Rolling Meadows, IL |
|
|
$33.1M |
| Pappas James C |
Houston, TX |
|
|
$33M |
| Pine River Capital Management L.P. |
Minnetonka, MN |
Q3 2018 |
|
$32.9M |
| PUMA MARY G |
Beverly, MA |
|
|
$32.9M |
| Poole David P |
Fort Worth, TX |
|
|
$32.8M |
| Porter J Russell |
Houston, TX |
|
|
$32.6M |
| PRISING JONAS |
Milwaukee, WI |
|
|
$32.2M |
| PENNY JEROME SCOTT |
Daytona Beach, FL |
|
|
$32.2M |
| PEARLSTEIN JACK |
Herndon, VA |
|
|
$32.1M |
| Peters Gregory K |
Los Gatos, CA |
|
|
$31.5M |
| Parasnis Abhay |
San Jose, CA |
|
|
$31.3M |
| Perkins Joe Bob |
Houston, TX |
|
|
$30.8M |
| Parian Global Management LP |
Pound Ridge, NY |
Q3 2022 |
|
$30.8M |
| Pesic Illiya I. |
Santa Clara, CA |
|
|
$30.7M |
| Prime Joshua E |
San Francisco, CA |
|
|
$30.7M |
| Portfolio Strategies Inc |
Tacoma, WA |
Q4 2017 |
|
$30.5M |
| Priore John Vito |
Alpharetta, GA |
|
|
$30.4M |
| PMV Consumer Acquisition Holding Company, LLC |
Palm Beach, FL |
|
|
$30.3M |
| Pittard Raymond D |
Davidson, NC |
|
|
$30.1M |
| PAYNE MELVIN C |
Houston, TX |
|
|
$30M |
| Palmer Sheryl |
Scottsdale, AZ |
|
|
$29.7M |
| PAREKH DEVEN |
New York, NY |
|
|
$29.6M |
| Prasad Deepa |
High Point, NC |
|
|
$29.6M |
| PAGE GREGORY R |
Cleveland, OH |
|
|
$29.6M |
| Parmentier Jennifer A |
Cleveland, OH |
|
|
$29.4M |
| PVG ASSET MANAGEMENT CORP |
Golden, CO |
Q2 2025 |
|
$29.4M |
| PAINTER ROBERT G |
Sunnyvale, CA |
|
|
$29.2M |
| Perotti Daniel Stanley |
Moorpark, CA |
|
|
$29.2M |
| Pharmstandard International S.A. |
Luxembourg, Luxembourg |
Q3 2018 |
|
$29M |
| Plisinski Michael P |
Wilmington, MA |
|
|
$29M |
| PEMBLE CLIFTON A |
|
|
|
$28.9M |
| PADDICK BRENDAN J |
Denver, CO |
|
|
$28.6M |
| PATEL DINESH V PH D |
Milpitas, CA |
|
|
$28.6M |
| Port Barry |
Mission Viejo, CA |
|
|
$28.5M |
| PartnerRe Asset Management CORP |
Greenwich, CT |
Q2 2017 |
|
$28.4M |
| Petrick Michael J. |
Fremont, CA |
|
|
$28.4M |
| Phoenix Investment Adviser LLC |
New York, NY |
Q3 2019 |
|
$28.4M |
| Perrette Jean-Briac |
New York, NY |
|
|
$28.3M |
| Probabilities Fund Management, LLC |
White Plains, NY |
Q4 2021 |
|
$28.1M |
| Prime Movers Lab Fund I LP |
Jackson, WY |
|
|
$28.1M |
| Parekh Sonalee Elizabeth |
New York, NY |
|
|
$27.9M |
| Petrucelli Bryan P. |
Richmond, VA |
|
|
$27.2M |
| Provenire Capital, LLC |
Eden Prairie, MN |
Q3 2021 |
|
$27.1M |
| Paul Andrew J. |
Fremont, CA |
|
|
$27M |
| PETRELLO ANTHONY G |
Houston, TX |
|
|
$26.9M |
| Price Teddy Ray |
Alexandria, LA |
|
|
$26.8M |
| PCP MANAGERS GP, LLC |
San Francisco, CA |
|
|
$26.7M |
| Patel Jeetendra I |
Chicago, IL |
|
|
$26.5M |
| Patel Paresh |
Clearwater, FL |
|
|
$26.4M |
| PineBridge GEM II G.P., L.P. |
New York, NY |
|
|
$26.2M |
| Pillai Arun Kumar |
Bangalore, India |
|
|
$26.1M |
| Personette Sarah |
St. Louis, MO |
|
|
$26M |
| Peterson Financial Group, Inc. |
Des Moines, IA |
Q3 2024 |
|
$26M |
| Palmer Thomas Ronald |
Greenwood Village, CO |
|
|
$26M |
| Platzer Peter |
San Francisco, CA |
|
|
$25.9M |
| Pierce James Andrew |
Kalamazoo, MI |
|
|
$25.8M |
| Poulton Jeffrey V. |
Cambridge, MA |
|
|
$25.5M |
| PETRATIS DAVID D |
Palatine, IL |
|
|
$25.3M |
| Peterson Karl Mr. |
Fort Worth, TX |
|
|
$25.2M |
| POSTE GEORGE |
Redwood City, CA |
|
|
$24.8M |
| Patterson Gavin |
San Francisco, CA |
|
|
$24.7M |
| Patel Rasesh M. |
Provo, UT |
|
|
$24.7M |
| Padmanabhan Srikanth |
Columbus, IN |
|
|
$24.5M |
| Pinkham Louis V. |
Stamford, CT |
|
|
$24.5M |
| Pangaea One Acquisition Holdings XIV, LLC |
New York, NY |
|
|
$24.5M |
| Powell Colin |
San Francisco, CA |
|
|
$24.5M |
| PAISLEY CHRISTOPHER B |
Saratoga, CA |
|
|
$24.4M |
| Payne Abby |
Austin, TX |
|
|
$24.3M |
| PRABHU VASANT M |
Pleasanton, CA |
|
|
$24.3M |
| PECK KRISTIN C |
Parsippany, NJ |
|
|
$24.3M |
| Prasad Sohail |
Austin, TX |
|
|
$24.2M |
| Patriot Financial Partners IV, L.P. |
Radnor, PA |
|
|
$24.2M |
| Psencik Anne |
Houston, TX |
|
|
$24M |
| Polen Thomas E Jr |
Franklin Lakes, NJ |
|
|
$23.8M |
| PE Holder, L.L.C. |
Greenwich, CT |
|
|
$23.4M |
| PRATT GORDON G |
Miami, FL |
|
|
$23.3M |
| Poppen Joel L |
Boise, ID |
|
|
$23.2M |
| PATSLEY PAMELA H |
Bulington, MA |
|
|
$23.2M |
| Pardo Ryan |
Scottsdale, AZ |
|
|
$23.1M |
| Poulakidas Dean Michael |
Coconut Creek, FL |
|
|
$22.9M |
| Patterson Ellen R |
New York, NY |
|
|
$22.5M |
| Patel Bina Jatin |
Guilford, CT |
|
|
$22.4M |
| Patel Jatin Markand |
Guilford, CT |
|
|
$22.4M |
| Patel Krunal Dilip |
Guilford, CT |
|
|
$22.4M |
| PETERS ALLEN T |
Grand Rapids, MI |
|
|
$22.4M |
| Piepszak Jennifer |
New York, NY |
|
|
$22.4M |
| POLLACK BRUCE G |
New York, NY |
|
|
$22.2M |
| Pusey Leigh Ann |
Indianapolis, IN |
|
|
$21.9M |
| POLK DENNIS |
Fremont, CA |
|
|
$21.9M |
| Petito Deven |
Greenwich, CT |
|
|
$21.9M |
| PERMIANVILLE HOLDINGS LLC |
Greenwich, CT |
|
|
$21.9M |
| Powell Jeffrey L |
Acton, MA |
|
|
$21.8M |
| Parrett William G |
New York, NY |
|
|
$21.7M |
| PITTMAN RAYMOND J |
Sunnyvale, CA |
|
|
$21.6M |
| Parker Allen |
Seattle, WA |
|
|
$21.6M |
| Parsey Merdad |
Foster City, CA |
|
|
$21.3M |
| Partin Mark |
Woodland Hills, CA |
|
|
$21.3M |
| Peterson Amy C. |
Camana Bay, Grand Cayman, Cayman Islands |
|
|
$21.2M |
| Palmer Eric P |
Philadelphia, PA |
|
|
$21.2M |
| PRICE JAMES K |
Atlanta, GA |
|
|
$21.2M |
| Proxima Capital Management, LLC |
New York, NY |
Q3 2020 |
|
$21M |
| PELUSO MICHELLE A |
Southlake, TX |
|
|
$21M |
| PACIFIC VIEW ASSET MANAGEMENT, LLC |
San Francisco, CA |
Q3 2019 |
|
$20.8M |
| PICKERING GRANT |
San Carlos, CA |
|
|
$20.8M |
| Portocalis Gerasimos (Jerry) |
Redmond, WA |
|
|
$20.7M |
| PARKER SCOTT T |
Miami, FL |
|
|
$20.6M |
| Perez Beatriz R |
Atlanta, GA |
|
|
$20.5M |
| PATEL SUNIT S |
Houston, TX |
|
|
$20.4M |
| Peetz Christopher |
South San Francisco, CA |
|
|
$20.4M |
| Power Sean A |
New York, NY |
|
|
$20.2M |
| Prosky Danny |
Irvine, CA |
|
|
$20M |
| Patterson Michael |
Vernon, CA |
|
|
$19.9M |
| Penegor Todd Allan |
Dublin, OH |
|
|
$19.9M |
| Pantermuehl Russell |
Midland, TX |
|
|
$19.7M |
| Pesic Yelena I. |
Santa Clara, CA |
|
|
$19.5M |
| Patel Ajit A. |
Doraville, GA |
|
|
$19.5M |
| Palantir Technologies Inc. |
Denver, CO |
Q3 2023 |
|
$19.4M |
| P180, Inc. |
New York, NY |
|
|
$19.2M |
| P180 Vince Acquisition Co. |
New York, NY |
|
|
$19.2M |
| Pankaj Rajesh |
Wilmington, DE |
|
|
$19.2M |
| Porter James Richard |
Cambridge, MA |
|
|
$19.2M |
| Prasanna Dhananjay |
Oakland, CA |
|
|
$19.1M |
| PRESTON MARGARET M V |
Baltimore, MD |
|
|
$19.1M |
| Peyovich Daniel S |
Palm Beach Gardens, FL |
|
|
$19.1M |
| Patten Jarrod M |
Tysons Corner, VA |
|
|
$19.1M |
| PALMER BEN M |
Atlanta, GA |
|
|
$19M |
| Pushis Glenn |
Butler, IN |
|
|
$18.9M |
| Pender Robert B |
Arlington, VA |
|
|
$18.9M |
| Peterson Camille |
Westlake, TX |
|
|
$18.9M |
| POMPA MARK A |
Norwalk, CT |
|
|
$18.7M |
| Perlin Jonathan B |
Nashville, TN |
|
|
$18.7M |
| PAGLIUCA STEPHEN G |
Boston, MA |
|
|
$18.6M |
| Poe Marni Morgan |
Tampa, FL |
|
|
$18.6M |
| P&S Credit Management, L.P. |
New York, NY |
Q1 2024 |
|
$18.5M |
| Puccio Richard C Jr |
Wilmington, MA |
|
|
$18.4M |
| Price DeMonty |
Corte Madera, CA |
|
|
$18.4M |
| POST ADVISORY GROUP LLC |
Santa Monica, CA |
Q1 2014 |
|
$18.4M |
| Ploder Rodolfo O |
Atlanta, GA |
|
|
$18.3M |
| PENROSE SHEILA A |
|
|
|
$18M |
| Palikrousis Antonis |
Sharjah, United Arab Emirates |
|
|
$17.9M |
| PELULLO PETER S |
Plymouth Meeting, PA |
|
|
$17.8M |
| PIZARRO PEDRO |
Rosemead, CA |
|
|
$17.7M |
| Pech Cedric |
New York, NY |
|
|
$17.7M |
| Patel Nir Vinay |
Grapevine, TX |
|
|
$17.6M |
| PETERSON MARK W |
Milwaukee, WI |
|
|
$17.6M |
| Prisma Capital Partners LP |
New York, NY |
Q3 2019 |
|
$17.5M |
| PARA ADVISORS LLC |
New York, NY |
Q3 2016 |
|
$17.5M |
| Puissance Capital Management LP |
New York, NY |
Q3 2020 |
|
$17.3M |
| Pinnacle Investment Management Ltd |
Hong Kong, Hong Kong |
Q2 2025 |
|
$17.3M |
| Patolawala Monish D |
St. Paul, MN |
|
|
$17.3M |
| Pierce Sandra E. |
Bloomfield Hills, MI |
|
|
$17.2M |
| Park Young K. |
Doraville, GA |
|
|
$17.1M |
| Panacea Innovation Ltd |
Grand Cayman, Cayman Islands |
|
|
$17.1M |
| Pagliuca John |
Burlington, MA |
|
|
$17.1M |
| PENDARVIS DAVID |
Poway, CA |
|
|
$17.1M |
| Purdy Graham |
Goshen, KY |
|
|
$17M |