| Saba Capital Management, L.P. |
New York, NY |
Q4 2024 |
281 |
$3.98B |
| Sabal Capital Management, LLC |
Santa Monica, CA |
Q3 2016 |
14 |
$33.2M |
| Sabal Trust CO |
St. Petersburg, FL |
Q4 2024 |
232 |
$1.73B |
| Saban Capital Group LLC |
Los Angeles, CA |
Q3 2019 |
18 |
$59.5M |
| SABBY MANAGEMENT, LLC |
Miami Beach, FL |
Q4 2024 |
16 |
$12.3M |
| Saber Capital Managment, LLC |
Fuquay Varina, NC |
Q3 2023 |
18 |
$56.8M |
| Sachem Head Capital Management LP |
New York, NY |
Q4 2024 |
14 |
$1.82B |
| Sachetta, LLC |
Lynnfield, MA |
Q4 2024 |
1188 |
$253M |
| Sacks David O |
San Francisco, CA |
Q3 2023 |
2 |
$19.8M |
| Saddle Point Management, L.P. |
New York, NY |
Q3 2022 |
9 |
$2.89M |
| Saddle Road Partners, LLC |
Omaha, NE |
Q4 2016 |
101 |
$169M |
| SADOFF INVESTMENT MANAGEMENT LLC |
Milwaukee, WI |
Q3 2022 |
86 |
$1.28B |
| Safeguard Financial, LLC |
Green Bay, WI |
Q1 2025 |
105 |
$456M |
| Safeguard Investment Advisory Group, LLC |
Corona, CA |
Q4 2024 |
117 |
$365M |
| Safe Harbor Fiduciary, LLC |
Pensacola, FL |
Q4 2024 |
198 |
$98.1M |
| Safir Wealth Advisors, LLC |
Greenland, NH |
Q1 2025 |
16 |
$126M |
| Sagace Wealth Management LLC |
St. Petersburg, FL |
Q1 2025 |
62 |
$132M |
| Sagard Capital Partners Management Corp |
New York, NY |
Q3 2019 |
1 |
$46.7M |
| SAGE ADVISORS, LLC |
Boulder, CO |
Q4 2024 |
28 |
$134M |
| Sage Advisory Services, Ltd.Co. |
Austin, TX |
Q4 2024 |
42 |
$169M |
| Sage Capital Advisors,llc |
Sioux Falls, SD |
Q1 2025 |
131 |
$381M |
| Sage Capital Management, LLC |
Sarasota, FL |
Q3 2015 |
37 |
$68.7M |
| Sage Capital Management, LLC |
Stockton, NJ |
Q4 2024 |
157 |
$198M |
| Sagefield Capital LP |
Dallas, TX |
Q4 2024 |
90 |
$922M |
| SAGE FINANCIAL GROUP INC |
W. Conshohocken, PA |
Q4 2024 |
100 |
$1.24B |
| Sage Financial Management Group, Inc. |
Mclean, VA |
Q4 2024 |
54 |
$270M |
| SageGuard Financial Group, LLC |
Goodlettsville, TN |
Q3 2021 |
15 |
$6.37M |
| Sage Investment Advisers LLC |
Wappingers Falls, NY |
Q3 2024 |
74 |
$95.5M |
| Sage Investment Counsel LLC |
Franklin, TN |
Q4 2024 |
120 |
$76.7M |
| Sage Mountain Advisors LLC |
Atlanta, GA |
Q4 2024 |
473 |
$1.37B |
| SageOak Financial, LLC |
Tulsa, OK |
Q4 2024 |
45 |
$109M |
| SAGE PRIVATE WEALTH GROUP, LLC |
Oakbrook Terrace, IL |
Q4 2024 |
86 |
$133M |
| SAGE RHINO CAPITAL LLC |
Menlo Park, CA |
Q4 2024 |
271 |
$458M |
| Sage Rock Capital Management LP |
New York, NY |
Q3 2024 |
43 |
$22.3M |
| SAGESPRING WEALTH PARTNERS, LLC |
Franklin, TN |
Q1 2025 |
651 |
$3.39B |
| SageView Advisory Group, LLC |
Newport Beach, CA |
Q4 2024 |
589 |
$2.32B |
| Sageworth Trust Co |
Lancaster, PA |
Q4 2024 |
100 |
$1.62B |
| Sageworth Trust Co of South Dakota |
Sioux Falls, SD |
Q4 2024 |
43 |
$79.1M |
| Sagil Capital LLP |
London, United Kingdom |
Q4 2024 |
11 |
$107M |
| Sahana Capital Management LP |
Greenwich, CT |
Q2 2024 |
10 |
$645M |
| Saiers Capital, LLC |
New York, NY |
Q2 2015 |
12 |
$8.08M |
| SAIF Advisors Ltd |
Admiralty, Hong Kong |
Q2 2021 |
3 |
$438M |
| SailingStone Capital Partners LLC |
Houston, TX |
Q4 2024 |
11 |
$287M |
| Saiph Capital, LLC |
Wyckoff, NJ |
Q4 2024 |
49 |
$215M |
| SALEM CAPITAL MANAGEMENT INC |
Woburn, MA |
Q3 2022 |
55 |
$126M |
| SALEM INVESTMENT COUNSELORS INC |
Winston Salem, NC |
Q1 2025 |
1219 |
$2.87B |
| Salient Private Client, LLC |
Houston, TX |
Q3 2018 |
108 |
$513M |
| Salomon & Ludwin, LLC |
Richmond, VA |
Q4 2024 |
718 |
$944M |
| SALT Holding Corp. |
Wilmington, DE |
Q4 2024 |
11 |
$78.5M |
| Saltoro Capital, LP |
Dallas, TX |
Q4 2024 |
1 |
$30K |
| Salus Financial Advisors, LLC |
Colorado Springs, CO |
Q4 2024 |
33 |
$128M |
| Salvus Wealth Management, LLC |
Red Bank, NJ |
Q1 2025 |
121 |
$159M |
| SALZHAUER MICHAEL |
New York, NY |
Q4 2024 |
80 |
$180M |
| SAM Advisors, LLC |
Oakhurst, CA |
Q4 2024 |
39 |
$277M |
| Samalin Investment Counsel, LLC |
Chappaqua, NY |
Q4 2024 |
293 |
$233M |
| S.A. Mason LLC |
Holland, MI |
Q4 2024 |
342 |
$190M |
| Samjo Management, LLC |
New York, NY |
Q4 2024 |
54 |
$265M |
| SAMLYN CAPITAL, LLC |
New York, NY |
Q4 2024 |
87 |
$6.29B |
| Samsara BioCapital, LLC |
Palo Alto, CA |
Q4 2024 |
43 |
$729M |
| Samson Capital Advisors LLC |
New York, NY |
Q3 2015 |
75 |
$228M |
| Samson Capital Management, LLC |
Leawood, KS |
Q2 2019 |
11 |
$53.2M |
| Samson Rock Capital LLP |
London, United Kingdom |
Q4 2024 |
7 |
$130M |
| Samsung Asset Management (New York), Inc. |
New York, NY |
Q3 2016 |
72 |
$109M |
| Samsung C&T Corp |
Seoul, Korea, Republic of |
Q4 2024 |
1 |
$46.7M |
| SANBORN KILCOLLIN PARTNERS LLC |
Chicago, IL |
Q3 2014 |
16 |
$116M |
| Sanchez Wealth Management Group |
Jacksonville, FL |
Q1 2025 |
46 |
$368M |
| Sanctuary Advisors, LLC |
Indianapolis, IN |
Q4 2024 |
2382 |
$15.8B |
| Sanctuary Wealth Management, L.L.C. |
Pocatello, ID |
Q4 2024 |
272 |
$151M |
| Sandbox Financial Partners, LLC |
Bethesda, MD |
Q1 2025 |
109 |
$283M |
| Sandell Asset Management Corp. |
New York, NY |
Q3 2020 |
30 |
$172M |
| Sandell Investment Services LLC |
New York, NY |
Q4 2015 |
17 |
$22.8M |
| SANDER CAPITAL ADVISORS INC |
Seattle, WA |
Q1 2025 |
15 |
$190M |
| Sanders Capital, LLC |
West Palm Beach, FL |
Q4 2024 |
46 |
$68.4B |
| SANDERS MORRIS HARRIS LLC |
Houston, TX |
Q1 2025 |
288 |
$647M |
| Sand Grove Capital Management LLP |
London, United Kingdom |
Q4 2024 |
13 |
$206M |
| Sandhill Capital Partners LLC |
Buffalo, NY |
Q4 2024 |
95 |
$1.28B |
| Sand Hill Global Advisors, LLC |
Palo Alto, CA |
Q4 2024 |
188 |
$2.36B |
| Sandia Holdings, LLC |
Greenwich, CT |
Q3 2018 |
19 |
$213M |
| Sandia Investment Management LP |
Boston, MA |
Q4 2024 |
115 |
$41M |
| SANDLER CAPITAL MANAGEMENT |
New York, NY |
Q4 2024 |
123 |
$612M |
| SANDS CAPITAL MANAGEMENT, LLC |
Arlington, VA |
Q4 2024 |
71 |
$33.8B |
| Sands Capital Ventures, LLC |
Arlington, VA |
Q4 2024 |
21 |
$460M |
| Sandy Cove Advisors, LLC |
Hingham, MA |
Q4 2024 |
125 |
$255M |
| Sandy Spring Bank |
Olney, MD |
Q4 2024 |
1208 |
$2.47B |
| Sanford Advisory Services, LLC |
Portage, MI |
Q4 2022 |
119 |
$420M |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
San Francisco, CA |
Q2 2021 |
677 |
$192M |
| Sanibel Captiva Investment Advisers, Inc. |
Chicago, IL |
Q4 2013 |
100 |
$162M |
| Sanibel Captiva Trust Company, Inc. |
Sanibel, FL |
Q1 2025 |
390 |
$3.08B |
| San Luis Wealth Advisors LLC |
San Luis Obispo, CA |
Q1 2025 |
135 |
$442M |
| Sanofi |
Paris, France |
Q4 2024 |
9 |
$174M |
| Sansar Capital Management, LLC |
New York, NY |
Q3 2014 |
2 |
$3.52M |
| Santa Clara Valley Transportation Authority |
San Jose, CA |
Q4 2024 |
4 |
$99.4M |
| SANTA MONICA PARTNERS LP |
Palm Beach Gardens, FL |
Q4 2024 |
17 |
$185M |
| Sante Capital Fund, LP |
Austin, TX |
Q3 2022 |
67 |
$48.9M |
| Santori & Peters, Inc. |
Monroeville, PA |
Q4 2024 |
66 |
$261M |
| Sapience Investments, LLC |
Newport Beach, CA |
Q4 2024 |
86 |
$171M |
| SAPIENT CAPITAL LLC |
Indianapolis, IN |
Q1 2025 |
364 |
$5.07B |
| Sapphire Star Partners LP |
Redmond, WA |
Q4 2018 |
82 |
$64.6M |
| SAPPHIRE VENTURES, L.L.C. |
Austin, TX |
Q4 2024 |
6 |
$125M |
| Sara-Bay Financial |
Sarasota, FL |
Q1 2025 |
76 |
$226M |
| Sarasin & Partners LLP |
London, United Kingdom |
Q1 2025 |
81 |
$9.22B |
| Saratoga Research & Investment Management |
Saratoga, CA |
Q4 2024 |
44 |
$1.98B |
| SARD WEALTH MANAGEMENT GROUP, LLC |
Atlanta, GA |
Q1 2025 |
48 |
$149M |
| Sargent Investment Group, LLC |
Bethesda, MD |
Q4 2024 |
235 |
$611M |
| Sarissa Capital Management LP |
Greenwich, CT |
Q4 2024 |
8 |
$323M |
| SARISSA CONSULTING LLC |
Santa Monica, CA |
Q3 2022 |
51 |
$96.9M |
| Sassicaia Capital Advisers LLC |
Jericho, NY |
Q4 2024 |
7 |
$4.14M |
| Sather Financial Group Inc |
Victoria, TX |
Q4 2024 |
91 |
$1.6B |
| SATOVSKY ASSET MANAGEMENT LLC |
New York, NY |
Q4 2024 |
53 |
$437M |
| SATURNA CAPITAL CORP |
Bellingham, WA |
Q4 2024 |
157 |
$7.37B |
| Saturn V Capital Management LP |
Austin, TX |
Q4 2024 |
24 |
$255M |
| Saudi Central Bank |
Riyadh, Saudi Arabia |
Q4 2024 |
7 |
$1.06B |
| Sava Infond d.o.o. |
Maribor, Slovenia |
Q4 2024 |
211 |
$558M |
| Savant Capital, LLC |
Rockford, IL |
Q4 2024 |
1417 |
$12.7B |
| Savior LLC |
Wellesley Hills, MA |
Q4 2024 |
15 |
$17.5M |
| Savitr Capital, LLC |
San Francisco, CA |
Q2 2014 |
39 |
$56.8M |
| Savoie Capital LLC |
Chicago, IL |
Q4 2024 |
94 |
$839M |
| Savoir Faire Capital Management, L.P. |
Norwalk, CT |
Q4 2024 |
44 |
$210M |
| Savvy Advisors, Inc. |
New York, NY |
Q4 2024 |
450 |
$832M |
| SAWGRASS ASSET MANAGEMENT LLC |
Ponte Vedra Beach, FL |
Q4 2024 |
171 |
$911M |
| Sawyer & Company, Inc |
Boston, MA |
Q4 2024 |
173 |
$270M |
| SAXON INTERESTS, INC. |
Houston, TX |
Q4 2024 |
188 |
$227M |
| Saxony Capital Management, LLC |
St. Louis, MO |
Q4 2024 |
132 |
$114M |
| SAX WEALTH ADVISORS, LLC |
Parsippany, NJ |
Q4 2024 |
328 |
$1.28B |
| SAYBROOK CAPITAL /NC |
Winston Salem, NC |
Q4 2024 |
44 |
$374M |
| SBB Research Group LLC |
Northbrook, IL |
Q3 2023 |
34 |
$55.8M |
| SB Global Advisers Ltd |
London, United Kingdom |
Q4 2022 |
10 |
$861M |
| SB INVESTMENT ADVISERS (UK) LTD |
London, United Kingdom |
Q4 2024 |
10 |
$11.4B |
| SBI Securities Co., Ltd. |
Tokyo, Japan |
Q4 2024 |
4085 |
$3.21B |
| SBK Financial, Inc. |
Richmond, VA |
Q4 2022 |
61 |
$63.1M |
| SCALAR GAUGE MANAGEMENT, LLC |
Dallas, TX |
Q4 2024 |
28 |
$217M |
| Scale Management, LLC |
Foster City, CA |
Q4 2020 |
3 |
$359M |
| Scarborough Advisors, LLC |
Annapolis, MD |
Q4 2024 |
110 |
$708M |
| SCFF MANAGEMENT LLC |
Menlo Park, CA |
Q3 2015 |
3 |
$31.6M |
| S.C. Financial Services, Inc. |
Scottsdale, AZ |
Q4 2022 |
118 |
$65M |
| SCF Partners, Inc. |
Houston, TX |
Q4 2024 |
2 |
$74.8M |
| SCGE MANAGEMENT, L.P. |
Menlo Park, CA |
Q4 2024 |
23 |
$5.41B |
| SCGF GENPAR LTD |
Menlo Park, CA |
Q1 2014 |
1 |
$7.79M |
| Schaeffer Financial LLC |
Rockville, MD |
Q4 2024 |
19 |
$100M |
| SCHAFER CULLEN CAPITAL MANAGEMENT INC |
New York, NY |
Q1 2021 |
58 |
$491M |
| SCHALLER INVESTMENT GROUP INC |
Winston Salem, NC |
Q4 2019 |
34 |
$95.7M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
Neenah, WI |
Q1 2025 |
149 |
$1.23B |
| SCHARF INVESTMENTS, LLC |
Los Gatos, CA |
Q4 2024 |
69 |
$3.37B |
| Schear Investment Advisers, LLC |
Cincinnati, OH |
Q4 2024 |
88 |
$188M |
| Schechter Investment Advisors, LLC |
Birmingham, MI |
Q4 2024 |
659 |
$1.31B |
| Scheer, Rowlett & Associates Investment Management Ltd. |
Toronto, Ontario, Canada |
Q4 2024 |
37 |
$1.37B |
| SCHF (GPE), LLC |
Wilson, WY |
Q3 2023 |
2 |
$5.48M |
| SC&H Financial Advisors, Inc. |
Sparks, MD |
Q4 2024 |
148 |
$484M |
| Schiavi & Co LLC |
Wilmington, DE |
Q4 2024 |
39 |
$256M |
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
Cedarburg, WI |
Q4 2024 |
184 |
$577M |
| SCHNEIDER CAPITAL MANAGEMENT CORP |
Berwyn, PA |
Q1 2020 |
34 |
$175M |
| Schneider Downs Wealth Management Advisors, LP |
Pittsburgh, PA |
Q4 2024 |
138 |
$532M |
| SCHNIEDERS CAPITAL MANAGEMENT LLC |
Pasadena, CA |
Q4 2024 |
206 |
$504M |
| SCHOLTZ & COMPANY, LLC |
Stamford, CT |
Q4 2024 |
48 |
$209M |
| Schonfeld Strategic Advisors LLC |
New York, NY |
Q4 2024 |
1883 |
$15.8B |
| Schoolcraft Capital LLC |
Boulder, CO |
Q1 2025 |
74 |
$509M |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO |
Columbus, OH |
Q1 2025 |
3 |
$173M |
| SCHOONER CAPITAL CORP |
Vero Beach, FL |
Q3 2020 |
1 |
$23.2M |
| Schooner Foundation |
Boston, MA |
Q3 2018 |
1 |
$49.6M |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
London, United Kingdom |
Q4 2024 |
1193 |
$104B |
| SCHRODERS IS Ltd |
London, United Kingdom |
Q4 2022 |
3 |
$185M |
| Schrum Private Wealth Management LLC |
St. Augustine, FL |
Q4 2024 |
124 |
$118M |
| Schubert & Co |
Mckinney, TX |
Q4 2024 |
58 |
$148M |
| SCHULHOFF & CO INC |
Cincinnati, OH |
Q4 2024 |
129 |
$224M |
| Schulz Wealth, LTD. |
Mansfield, TX |
Q4 2024 |
61 |
$130M |
| Schusterman Interests, LLC |
Tulsa, OK |
Q4 2024 |
3 |
$41.9M |
| SCHUTZ ANTON VILLARS |
Rochester, FL |
Q4 2013 |
28 |
$4.41M |
| Schwallier Wealth Management LLC |
Grand Rapids, MI |
Q4 2024 |
35 |
$131M |
| SCHWARTZ INVESTMENT COUNSEL INC |
Plymouth, MI |
Q4 2024 |
128 |
$2.78B |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
Minneapolis, MN |
Q4 2024 |
157 |
$405M |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC |
Springfield, MA |
Q4 2024 |
53 |
$975M |
| Sciencast Management LP |
Princeton, NJ |
Q4 2024 |
244 |
$365M |
| Science & Technology Partners, L.P. |
New York, NY |
Q4 2024 |
23 |
$329M |
| Scientech Research LLC |
Jersey City, NJ |
Q4 2024 |
550 |
$353M |
| Scion Asset Management, LLC |
Saratoga, CA |
Q4 2024 |
13 |
$77.4M |
| SC ISRAEL IV GENPAR, LTD. |
Herzelia, Israel |
Q3 2024 |
1 |
$17.5M |
| Scissortail Wealth Management, LLC |
Tulsa, OK |
Q4 2024 |
123 |
$391M |
| SCOGGIN MANAGEMENT LP |
New York, NY |
Q4 2024 |
31 |
$190M |
| S&CO INC |
Boston, MA |
Q4 2024 |
210 |
$1.47B |
| SCOPIA CAPITAL MANAGEMENT LP |
New York, NY |
Q4 2024 |
32 |
$945M |
| SCOPUS ASSET MANAGEMENT, L.P. |
New York, NY |
Q4 2024 |
116 |
$2.71B |
| Scoria Capital Partners LP |
Stamford, CT |
Q3 2017 |
40 |
$89.1M |
| SCOTIA CAPITAL INC. |
Toronto, Ontario, Canada |
Q4 2024 |
855 |
$19B |
| Scott Capital Advisors, LLC |
Portland, OR |
Q1 2025 |
50 |
$335M |
| Scott Investment Partners LLP |
Henley On Thames, United Kingdom |
Q3 2023 |
43 |
$43.5M |
| Scottrade Investment Management |
Saint Louis, MO |
Q3 2017 |
8 |
$1.84B |
| Scott & Selber, Inc. |
Houston, TX |
Q4 2024 |
87 |
$332M |
| SCOUT TRADING, LLC |
New York, NY |
Q4 2013 |
12 |
$61.7M |
| SCP Investment, LP |
Orinda, CA |
Q4 2024 |
48 |
$131M |
| SCRATCH CAPITAL LLC |
Boise, ID |
Q1 2025 |
33 |
$96.9M |
| SCS Capital Management LLC |
Boston, MA |
Q4 2024 |
69 |
$4.85B |
| Sculati Wealth Management, LLC |
Bloomfield Hills, MI |
Q4 2024 |
107 |
$253M |
| Sculptor Capital LP |
New York, NY |
Q4 2024 |
244 |
$6.27B |
| SC US (TTGP), LTD. |
Menlo Park, CA |
Q4 2024 |
16 |
$12.4B |
| SCW Capital Management, LP |
Dallas, TX |
Q3 2022 |
5 |
$24.5M |
| SC XI MANAGEMENT LLC |
Menlo Park, CA |
Q3 2016 |
1 |
$4.62M |
| SeaBridge Investment Advisors LLC |
Summit, NJ |
Q4 2024 |
202 |
$478M |
| Seacliff Capital, LLC |
Southport, CT |
Q1 2019 |
36 |
$102M |
| Sea Cliff Partners Management, LP |
San Francisco, CA |
Q4 2024 |
15 |
$288M |
| SeaCrest Wealth Management, LLC |
Purchase, NY |
Q1 2025 |
657 |
$883M |
| Seafarer Capital Partners, LLC |
Larkspur, CA |
Q4 2024 |
7 |
$263M |
| Seamans Capital Management, LLC |
Boston, MA |
Q3 2015 |
57 |
$27.7M |
| SEAMOUNT FINANCIAL GROUP INC |
Colorado Springs, CO |
Q4 2024 |
99 |
$145M |
| Sea Otter Advisors LLC |
Miami, FL |
Q3 2024 |
3 |
$394K |
| Seaport Global Advisors, LLC |
Boston, MA |
Q3 2024 |
49 |
$31.7M |
| SEAPORT GLOBAL ASSET MANAGEMENT LLC |
New York, NY |
Q3 2021 |
150 |
$39.9M |
| Searchlight Capital Partners, L.P. |
New York, NY |
Q4 2024 |
3 |
$103M |
| SEARCY FINANCIAL SERVICES INC /ADV |
Overland Park, KS |
Q1 2025 |
26 |
$231M |
| SEARLE & CO. |
Greenwich, CT |
Q4 2024 |
177 |
$347M |
| Seascape Capital Management |
Portsmouth, NH |
Q4 2024 |
99 |
$287M |
| Seaside Wealth Management, Inc. |
Carlsbad, CA |
Q4 2024 |
60 |
$273M |
| SeaStone Capital Management, L.P. |
New York, NY |
Q1 2016 |
10 |
$87.2M |
| SeaTown Holdings Pte. Ltd. |
Singapore, Singapore |
Q4 2024 |
16 |
$146M |
| SEAVIEW INVESTMENT MANAGERS LLC |
Miami, FL |
Q4 2024 |
107 |
$362M |
| Seawolf Capital, LLC |
New York, NY |
Q1 2017 |
33 |
$52.2M |
| Sebold Capital Management, Inc. |
Lisle, IL |
Q4 2024 |
71 |
$149M |
| SECOND CURVE CAPITAL LLC |
Radnor, PA |
Q4 2021 |
26 |
$93.1M |
| Second Half Financial Partners, LLC |
Sebring, FL |
Q4 2024 |
93 |
$205M |
| Second Line Capital, LLC |
Metairie, LA |
Q4 2024 |
131 |
$371M |
| Secrest Blakey & Associates, LLC |
Raleigh, NC |
Q3 2020 |
62 |
$43.7M |
| Section 32 GP 1, LLC |
Palo Alto, CA |
Q4 2024 |
2 |
$22.6K |
| SECTORAL ASSET MANAGEMENT INC |
Montreal, Quebec, Canada |
Q4 2024 |
86 |
$150M |
| SECTOR GAMMA AS |
Oslo, Norway |
Q4 2024 |
30 |
$291M |
| Secure Asset Management, LLC |
Troy, MI |
Q1 2025 |
301 |
$495M |
| SECURED RETIREMENT ADVISORS, LLC |
St Louis Park, MN |
Q4 2024 |
140 |
$175M |
| SECURIAN ASSET MANAGEMENT, INC |
St Paul, MN |
Q4 2024 |
926 |
$3.44B |
| SECURITY ASSET MANAGEMENT |
New York, NY |
Q1 2023 |
76 |
$171M |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
Topeka, KS |
Q4 2024 |
21 |
$307M |
| Security Financial Services, INC. |
Fort Wayne, IN |
Q4 2024 |
167 |
$491M |
| Security National Bank |
Omaha, NE |
Q4 2024 |
319 |
$701M |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
Sioux City, IA |
Q4 2024 |
92 |
$143M |
| SECURITY NATIONAL BANK OF SO DAK |
Sioux City, IA |
Q4 2024 |
108 |
$179M |
| SECURITY NATIONAL TRUST CO |
Wheeling, WV |
Q3 2021 |
389 |
$430M |
| S.E.E.D. Planning Group LLC |
Binghamton, NY |
Q1 2025 |
73 |
$297M |
| SEEDS INVESTOR LLC |
New York, NY |
Q4 2024 |
276 |
$351M |
| Seed Wealth Management, Inc. |
Evanston, IL |
Q1 2025 |
149 |
$123M |
| Seelaus Asset Management LLC |
Chatham, NJ |
Q4 2024 |
169 |
$110M |
| SEEYOND |
Paris, France |
Q4 2022 |
602 |
$1.03B |
| SEGALL BRYANT & HAMILL, LLC |
Chicago, IL |
Q4 2024 |
576 |
$7.27B |
| Segantii Capital Management Ltd |
Hong Kong, Hong Kong |
Q1 2024 |
64 |
$1.01B |
| Segment Wealth Management, LLC |
Houston, TX |
Q4 2024 |
262 |
$1.47B |
| SEGRA CAPITAL MANAGEMENT, LLC |
Palm Beach, FL |
Q4 2024 |
7 |
$194M |
| SEIDMAN LAWRENCE B |
Parsippany, NJ |
Q4 2020 |
25 |
$79.8M |
| SEI INVESTMENTS CO |
Oaks, PA |
Q4 2024 |
2721 |
$77.9B |
| Seilern Investment Management Ltd |
London, United Kingdom |
Q1 2025 |
23 |
$1.53B |
| SEIZERT CAPITAL PARTNERS, LLC |
Birmingham, MI |
Q4 2024 |
160 |
$2.21B |
| SELDON CAPITAL LP |
San Francisco, CA |
Q4 2024 |
67 |
$244M |
| Select Asset Management & Trust |
Mechanicsburg, PA |
Q4 2024 |
73 |
$258M |
| Select Equity Group, L.P. |
New York, NY |
Q4 2024 |
142 |
$24.5B |
| Selective Wealth Management, Inc. |
Forest, VA |
Q1 2025 |
104 |
$230M |
| Selkirk Management LLC |
Chatham, NJ |
Q4 2024 |
16 |
$279M |
| Sellaronda Global Management LP |
New York, NY |
Q4 2024 |
12 |
$98.4M |
| Sellwood Consulting LLC |
Portland, OR |
Q4 2024 |
55 |
$186M |
| Selway Asset Management |
Boise, ID |
Q1 2025 |
75 |
$242M |
| SELZ CAPITAL LLC |
New York, NY |
Q4 2019 |
62 |
$570M |
| Semanteon Capital Management, LP |
Newton, MA |
Q4 2024 |
227 |
$186M |
| Semmax Financial Advisors Inc. |
Winston Salem, NC |
Q3 2024 |
375 |
$357M |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC |
Highlands Ranch, CO |
Q4 2024 |
37 |
$560M |
| Semper Trust Co. |
King Of Prussia, PA |
Q4 2015 |
105 |
$71.9M |
| Semus Wealth Partners LLC |
Boca Raton, FL |
Q4 2024 |
112 |
$151M |
| Senator Investment Group LP |
New York, NY |
Q4 2024 |
68 |
$3.41B |
| Sender Co & Partners, Inc. |
New York, NY |
Q4 2024 |
49 |
$80.5M |
| Sendero Wealth Management, LLC |
San Antonio, TX |
Q1 2025 |
186 |
$721M |
| SENECA CAPITAL INVESTMENTS, L.P. |
New York, NY |
Q4 2015 |
2 |
$981K |
| Seneca House Advisors |
Richmond, VA |
Q1 2025 |
85 |
$235M |
| Seneschal Advisors, LLC |
Tacoma, WA |
Q4 2024 |
36 |
$120M |
| Sensible Financial Planning & Management, LLC. |
Waltham, MA |
Q4 2024 |
29 |
$482M |
| Sensible Money, LLC |
Scottsdale, AZ |
Q4 2024 |
82 |
$228M |
| SENTINEL ASSET MANAGEMENT, INC. |
Montpelier, VT |
Q3 2019 |
1 |
$831K |
| SENTINEL PENSION ADVISORS INC. |
Wakefield, MA |
Q1 2025 |
111 |
$543M |
| SENTINEL TRUST CO LBA |
Houston, TX |
Q4 2024 |
129 |
$871M |
| Sentinus, LLC |
Oak Brook, IL |
Q4 2024 |
184 |
$342M |
| SENTRY INVESTMENT MANAGEMENT LLC |
Stevens Point, WI |
Q1 2025 |
480 |
$147M |
| Sentry Investments Corp. |
Toronto, Ontario, Canada |
Q1 2018 |
153 |
$4.72B |
| Sentry LLC |
Memphis, TN |
Q1 2025 |
131 |
$514M |
| Senvest Management, LLC |
New York, NY |
Q4 2024 |
59 |
$3.25B |
| Sepio Capital, LP |
Salt Lake City, UT |
Q4 2024 |
291 |
$1.25B |
| Sequent Asset Management, LLC |
Houston, TX |
Q4 2024 |
86 |
$203M |
| Sequent Planning LLC |
Omaha, NE |
Q4 2024 |
141 |
$272M |
| Sequoia Financial Advisors, LLC |
Akron, OH |
Q4 2024 |
1334 |
$10.3B |
| Sequoia Wealth Management, LLC |
Hoffman Estates, IL |
Q4 2019 |
19 |
$12.9M |
| Serengeti Asset Management LP |
New York, NY |
Q3 2022 |
32 |
$30.5M |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. |
Singapore, Singapore |
Q4 2024 |
5 |
$149M |
| Serent Capital Management Co LLC |
San Francisco, CA |
Q3 2024 |
1 |
$44.9M |
| Serenus Wealth Advisors, LLC |
Santa Monica, CA |
Q4 2024 |
60 |
$530M |
| Seros Financial, LLC |
Tempe, AZ |
Q1 2025 |
55 |
$134M |
| Sessa Capital IM, L.P. |
New York, NY |
Q4 2024 |
25 |
$2.56B |
| Settian Capital LP |
New York, NY |
Q4 2024 |
29 |
$139M |
| SevenBridge Financial Group, LLC |
Harrisburg, PA |
Q4 2024 |
222 |
$525M |
| Seven Bridges Advisors LLC |
New York, NY |
Q3 2018 |
2 |
$9.75M |
| SEVEN GRAND MANAGERS, LLC |
Bronxville, NY |
Q4 2024 |
37 |
$218M |
| SEVEN LOCKS CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2016 |
23 |
$168M |
| SEVEN MILE ADVISORY |
Ewing, NJ |
Q4 2024 |
167 |
$157M |
| Seven Post Investment Office LP |
San Francisco, CA |
Q1 2025 |
33 |
$262M |
| Seven Six Capital Management, LLC |
New York, NY |
Q4 2024 |
27 |
$115M |
| Seven Springs Wealth Group, LLC |
Brentwood, TN |
Q4 2024 |
77 |
$269M |
| SFE Investment Counsel |
Los Angeles, CA |
Q4 2024 |
114 |
$471M |
| SFG Wealth Management, LLC. |
Towson, MD |
Q4 2024 |
98 |
$191M |
| SFI Advisors, LLC |
Montclair, NJ |
Q4 2024 |
82 |
$142M |
| SFMG, LLC |
Plano, TX |
Q4 2024 |
273 |
$1.27B |
| SFM, LLC |
Manchester, NH |
Q1 2025 |
56 |
$136M |
| SG Americas Securities, LLC |
New York, NY |
Q1 2025 |
2988 |
$29.3B |
| SG Capital Management LLC |
Chicago, IL |
Q4 2024 |
52 |
$909M |
| SGL Investment Advisors, Inc. |
Missoula, MT |
Q4 2024 |
114 |
$198M |
| SG Select LLC |
Boca Raton, FL |
Q1 2014 |
17 |
$6.12M |
| Shade Tree Advisors LLC |
Saratoga Springs, NY |
Q4 2024 |
16 |
$99.2M |
| SHAH CAPITAL MANAGEMENT |
Raleigh, NC |
Q4 2024 |
16 |
$496M |
| Shaker Financial Services, LLC |
Arlington, VA |
Q4 2024 |
176 |
$261M |
| SHAKER INVESTMENTS LLC/OH |
Cleveland, OH |
Q4 2024 |
89 |
$239M |
| Shakespeare Wealth Management, LLC |
Pewaukee, WI |
Q4 2024 |
100 |
$371M |
| Shamrock Asset Management LLC |
Dallas, TX |
Q3 2019 |
231 |
$128M |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd |
Tortola,, Virgin Islands, British |
Q4 2024 |
5 |
$1.82B |
| ShankerValleau Wealth Advisors, Inc. |
Skokie, IL |
Q1 2025 |
41 |
$308M |
| Shannon River Fund Management LLC |
New York, NY |
Q4 2024 |
17 |
$501M |
| Shaolin Capital Management LLC |
Miami, FL |
Q4 2024 |
205 |
$3.24B |
| SHAPIRO CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q4 2024 |
50 |
$2.94B |
| SHAPIRO ROBERT N |
Boston, MA |
Q4 2014 |
668 |
$419M |
| Share Andrew L. |
Manchester, NH |
Q1 2025 |
13 |
$137M |
| Shared Vision Wealth Group LLC |
Carlsbad, US |
Q4 2024 |
75 |
$190M |
| SHARIAPORTFOLIO, INC. |
Lake Mary, FL |
Q4 2024 |
26 |
$211M |
| Sharkey, Howes & Javer |
Denver, CO |
Q4 2024 |
145 |
$712M |
| Sharp Capital Gestora de Recursos Ltda. |
Rio De Janeiro, Brazil |
Q4 2024 |
3 |
$40.5M |
| SHARPEPOINT LLC |
Phoenix, AZ |
Q4 2024 |
73 |
$111M |
| Sharper & Granite LLC |
El Segundo, CA |
Q4 2024 |
102 |
$227M |
| Sharp Financial Services, LLC |
Horsham, PA |
Q4 2024 |
96 |
$132M |
| ShawSpring Partners LLC |
Boston, MA |
Q4 2024 |
11 |
$755M |
| Shay Capital LLC |
New York, NY |
Q4 2024 |
244 |
$408M |
| SHAYNE & JACOBS, LLC |
Nashville, TN |
Q4 2024 |
94 |
$382M |
| Sheaff Brock Investment Advisors, LLC |
Indianapolis, IN |
Q4 2024 |
446 |
$1.15B |
| Shearwater Capital LLC |
Denver, CO |
Q1 2025 |
45 |
$142M |
| Sheets Smith Investment Management |
Houston, TX |
Q4 2024 |
57 |
$118M |
| SHEETS SMITH WEALTH MANAGEMENT |
Winston Salem, NC |
Q4 2024 |
375 |
$819M |
| Sheffield Asset Management, L.L.C. |
Chicago, IL |
Q3 2019 |
13 |
$48.1M |
| SHELL ASSET MANAGEMENT CO |
The Hague, Netherlands |
Q4 2024 |
1260 |
$2.29B |
| Shellback Capital, LP |
Boston, MA |
Q4 2024 |
119 |
$1.45B |
| Shelter Haven Capital Management, L.P. |
Summit, NJ |
Q4 2021 |
11 |
$351M |
| Shelter Ins Profit Sharing |
Columbia, MO |
Q3 2015 |
40 |
$202M |
| Shelter Ins Retirement Plan |
Columbia, MO |
Q4 2024 |
8 |
$78M |
| Shelter Mutual Insurance Co |
Columbia, MO |
Q4 2024 |
57 |
$401M |
| SHELTON CAPITAL MANAGEMENT |
Denver, CO |
Q4 2024 |
723 |
$4.02B |
| SHELTON WEALTH MANAGEMENT, LLC |
Fort Worth, TX |
Q4 2024 |
120 |
$183M |
| Shengqi Capital (Hong Kong) Ltd |
Hong Kong, Hong Kong |
Q4 2024 |
6 |
$116M |
| SHENKMAN CAPITAL MANAGEMENT INC |
New York, NY |
Q4 2024 |
99 |
$1.14B |
| SHEN NEIL NANPENG |
NA, Hong Kong |
Q4 2024 |
3 |
$124K |
| Shepherd Financial Partners LLC |
Winchester, MA |
Q1 2025 |
230 |
$853M |
| SHEPHERD KAPLAN KROCHUK, LLC |
Boston, MA |
Q4 2024 |
51 |
$120M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
Cincinnati, OH |
Q4 2024 |
48 |
$102M |
| Sherborne Investors Management LP |
New York, NY |
Q4 2024 |
1 |
$391M |
| SHERBROOKE PARK ADVISERS LLC |
White Plains, NY |
Q4 2024 |
717 |
$313M |
| Sheridan Capital Management, LLC |
San Rafael, CA |
Q4 2024 |
27 |
$142M |
| Sherman Asset Management, Inc. |
Ventura, CA |
Q1 2025 |
152 |
$105M |
| Sherrill & Hutchins Financial Advisory, Inc |
Atlanta, GA |
Q1 2025 |
12 |
$117M |
| Sherwood Financial Partners, LLC |
Westlake Village, CA |
Q4 2024 |
7 |
$101M |
| SHIKIAR ASSET MANAGEMENT INC |
New York, NY |
Q1 2025 |
77 |
$335M |
| Shilanski & Associates, Inc. |
Anchorage, AK |
Q4 2024 |
101 |
$312M |
| SHINE INVESTMENT ADVISORY SERVICES INC |
Lone Tree, CO |
Q3 2020 |
697 |
$295M |
| Shinko Asset Management Co., Ltd. |
Tokyo, Japan |
Q3 2016 |
880 |
$14.7B |
| Shira Ridge Wealth Management |
Larkspur, CA |
Q1 2025 |
75 |
$201M |
| Shoals Capital Management LP |
Arlington, VA |
Q1 2020 |
2 |
$21.5M |
| Shoker Investment Counsel, Inc. |
Oxford, OH |
Q4 2024 |
103 |
$296M |
| Shone Asset Management LLC |
Walnut Creek, CA |
Q4 2020 |
41 |
$129M |
| ShoreHaven Wealth Partners, LLC |
Red Bank, NJ |
Q4 2024 |
88 |
$212M |
| Shorepath Capital Management LLC |
Park City, UT |
Q1 2025 |
23 |
$133M |
| Shore Point Advisors, LLC |
Brielle, NJ |
Q4 2024 |
64 |
$186M |
| Shorepoint Capital Partners LLC |
Norwood, MA |
Q4 2024 |
100 |
$437M |
| Shotwell Rutter Baer Inc |
Lansing, MI |
Q1 2025 |
33 |
$113M |
| SHUFRO ROSE & CO LLC |
New York, NY |
Q4 2024 |
293 |
$1.28B |
| Shulman DeMeo Asset Management LLC |
Lake Success, NY |
Q1 2025 |
116 |
$356M |
| Shum Financial Group, Inc. |
Alameda, CA |
Q4 2024 |
88 |
$116M |
| SIB LLC |
New York, NY |
Q4 2024 |
19 |
$190M |
| Sicart Associates LLC |
New York, NY |
Q4 2024 |
69 |
$280M |
| SIEMENS AG |
Munich, Germany |
Q4 2024 |
1 |
$631M |
| Siemens Fonds Invest GmbH |
Munich, Germany |
Q4 2024 |
322 |
$954M |
| SIEMENS PENSION TRUST E V |
Munich Germany, Germany |
Q4 2024 |
1 |
$187M |
| SIENA CAPITAL LLC |
Cincinnati, OH |
Q3 2022 |
137 |
$153M |
| Siena Capital Partners GP, LLC |
Chicago, IL |
Q4 2024 |
106 |
$362M |
| Sienna Gestion |
Paris, France |
Q4 2024 |
202 |
$1.47B |
| Sierra Capital LLC |
Miami, FL |
Q4 2024 |
196 |
$843M |
| SIERRA OCEAN, LLC |
Ripon, CA |
Q4 2024 |
1040 |
$122M |
| SIERRA SUMMIT ADVISORS LLC |
Incline Village, NV |
Q4 2024 |
148 |
$498M |
| SIG BROKERAGE, LP |
New York, NY |
Q4 2024 |
134 |
$214M |
| SIG China Investments Master Fund III, LLLP |
Wilimington, DE |
Q1 2022 |
1 |
$49K |
| SigFig Wealth Management, LLC |
San Francisco, CA |
Q1 2025 |
127 |
$2.75B |
| Sightline Wealth Advisors, LLC |
Groton, CT |
Q4 2024 |
88 |
$185M |
| SIGMA INVESTMENT COUNSELORS INC |
Northville, MI |
Q4 2024 |
197 |
$1.7B |
| Sigma Investment Management Co |
Portland, OR |
Q4 2018 |
20 |
$125M |
| Sigma Planning Corp |
Ann Arbor, MI |
Q4 2024 |
1158 |
$3.18B |
| Signal Advisors Wealth, LLC |
Detroit, MI |
Q1 2025 |
430 |
$1.02B |
| SignalPoint Asset Management, LLC |
Springfield, MO |
Q4 2024 |
253 |
$411M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
Los Angeles, CA |
Q4 2024 |
537 |
$3.99B |
| SIGNATUREFD, LLC |
Atlanta, GA |
Q4 2024 |
3281 |
$5.27B |
| Signature Resources Capital Management, LLC |
Newport Beach, CA |
Q1 2025 |
379 |
$116M |
| Signature Wealth Management Group |
Atlanta, GA |
Q1 2025 |
113 |
$257M |
| Signature Wealth Management Partners, LLC |
Montvale, NJ |
Q4 2024 |
102 |
$146M |
| SIGNET FINANCIAL MANAGEMENT, LLC |
Parsippany, NJ |
Q1 2025 |
281 |
$741M |
| Signet Investment Advisory Group, Inc. |
Providence, RI |
Q4 2024 |
71 |
$196M |
| SIGNET MANAGEMENT USA, LLC |
Mclean, VA |
Q4 2013 |
192 |
$149M |
| SIGNIA CAPITAL MANAGEMENT LLC |
Spokane, WA |
Q2 2020 |
24 |
$55.7M |
| Significant Wealth Partners LLC |
Cary, IL |
Q4 2024 |
84 |
$193M |
| Signify Wealth |
Saint Louis, MO |
Q4 2024 |
26 |
$88.6M |
| SIG North Trading, ULC |
Bala Cynwyd, PA |
Q4 2024 |
66 |
$437M |
| Signpost Capital Advisors, LP |
New York, NY |
Q1 2017 |
7 |
$34.2M |
| Siguler Guff Advisers, LLC |
New York, NY |
Q4 2024 |
4 |
$201M |
| SIGULER GUFF ADVISERS, LLC |
New York, NY |
Q4 2022 |
5 |
$208M |
| SIH Partners, LLLP |
Wilmington, DE |
Q4 2024 |
95 |
$1.43B |
| Silchester International Investors LLP |
London, United Kingdom |
Q1 2025 |
4 |
$557M |
| Silicon Hills Wealth Management, LLC |
Austin, TX |
Q2 2023 |
86 |
$177M |
| Silicon Valley Capital Partners |
San Jose, CA |
Q4 2024 |
312 |
$896M |
| Silicon Valley Community Foundation |
Mountain View, CA |
Q4 2024 |
4 |
$1.96B |
| Siligmueller & Norvid Wealth Advisors LLC |
Glen Ellyn, IL |
Q4 2024 |
93 |
$235M |
| Silphium Asset Management Ltd |
London, United Kingdom |
Q4 2024 |
51 |
$274M |
| Silvant Capital Management LLC |
Atlanta, GA |
Q4 2024 |
304 |
$2.41B |
| SILVERARC CAPITAL MANAGEMENT, LLC |
Boston, MA |
Q4 2024 |
58 |
$447M |
| SILVERBACK ASSET MANAGEMENT LLC |
Chapel Hill, NC |
Q4 2024 |
67 |
$664M |
| Silverberg Bernstein Capital Management LLC |
Armonk, NY |
Q1 2025 |
62 |
$107M |
| SILVER CAPITAL MANAGEMENT LLC |
New York, NY |
Q1 2018 |
5 |
$431K |
| Silver Coast Investments LLC |
San Diego, US |
Q4 2024 |
101 |
$264M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
New York, NY |
Q4 2024 |
822 |
$15B |
| Silver Heights Capital Management Inc |
Toronto, Ontario, Canada |
Q4 2024 |
4 |
$225M |
| Silver Lake Advisory, LLC |
Cottonwood Heights, UT |
Q4 2024 |
96 |
$225M |
| Silver Lake Group, L.L.C. |
Menlo Park, CA |
Q4 2024 |
15 |
$8.87B |
| SILVERLAKE WEALTH MANAGEMENT LLC |
Williston, VT |
Q4 2024 |
266 |
$259M |
| Silverleafe Capital Partners, LLC |
Germantown, TN |
Q4 2024 |
101 |
$315M |
| Silver Oak Advisory Group, Inc. |
Portland, OR |
Q4 2024 |
65 |
$189M |
| SILVER OAK SECURITIES, Inc |
Jackson, TN |
Q4 2024 |
628 |
$1.08B |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
Los Angeles, CA |
Q4 2024 |
40 |
$111M |
| SilverOak Wealth Management LLC |
Edina, MN |
Q4 2024 |
99 |
$465M |
| Silver Point Capital L.P. |
Greenwich, CT |
Q4 2024 |
11 |
$1B |
| Silver Rock Financial LP |
Los Angeles, CA |
Q4 2024 |
27 |
$57.1M |
| Silversage Advisors |
Irvine, CA |
Q2 2021 |
6 |
$2.41M |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
San Diego, CA |
Q1 2025 |
109 |
$132M |
| Simcoe Capital Management, LLC |
New York, NY |
Q4 2024 |
11 |
$680M |
| Simmons Bank |
Pine Bluff, AR |
Q4 2024 |
331 |
$1.37B |
| SIMMONS FIRST TRUST CO NA |
Pine Bluff, AR |
Q4 2015 |
286 |
$875M |
| Simon Charitable Public LLC |
Cleveland, OH |
Q3 2014 |
3 |
$184M |
| SIMON QUICK ADVISORS, LLC |
Morristown, NJ |
Q1 2025 |
611 |
$1.76B |
| SIMPLEX TRADING, LLC |
Chicago, IL |
Q4 2024 |
2305 |
$3.55B |
| Simplicity Solutions, LLC |
Minneapolis, MN |
Q4 2023 |
1069 |
$3.63B |
| Simplicity Wealth,LLC |
Summit, NJ |
Q1 2025 |
561 |
$1.29B |
| SimpliFi, Inc. |
San Diego, CA |
Q4 2024 |
41 |
$219M |
| Simplify Asset Management Inc. |
New York, NY |
Q4 2024 |
89 |
$1.44B |
| SIMS INVESTMENT MANAGEMENT, LLC |
Cincinnati, OH |
Q4 2024 |
37 |
$177M |
| Sincerus Advisory, LLC |
New York, NY |
Q4 2024 |
63 |
$93.2M |
| SINECERA CAPITAL, LLC |
Austin, TX |
Q3 2024 |
30 |
$82.9M |
| SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD |
Singapore, Singapore |
Q4 2024 |
1 |
$376M |
| Single Point Partners, LLC |
Boston, MA |
Q1 2025 |
87 |
$425M |
| Sio Capital Management, LLC |
New York, NY |
Q4 2024 |
51 |
$355M |
| SIPHRON CAPITAL MANAGEMENT /CA/ |
Beverly Hills, CA |
Q3 2014 |
68 |
$29.8M |
| Sippican Capital Advisors |
Boston, MA |
Q4 2024 |
112 |
$137M |
| SIR Capital Management, L.P. |
New York, NY |
Q4 2024 |
73 |
$970M |
| Siren, L.L.C. |
New York, NY |
Q4 2024 |
117 |
$2.26B |
| SIRIOS CAPITAL MANAGEMENT L P |
Boston, MA |
Q4 2024 |
62 |
$557M |
| Siris Capital Group, LLC |
New York, NY |
Q3 2022 |
1 |
$9.42M |
| SIT INVESTMENT ASSOCIATES INC |
Minneapolis, MN |
Q4 2024 |
529 |
$4.41B |
| Sitrin Capital Management LLC |
Century City, CA |
Q4 2024 |
40 |
$198M |
| SITTNER & NELSON, LLC |
Eugene, OR |
Q4 2024 |
491 |
$231M |
| Situational Awareness LP |
San Francisco, CA |
Q4 2024 |
6 |
$255M |
| Sivia Capital Partners, LLC |
Mill Valley, CA |
Q1 2025 |
291 |
$214M |
| Sivik Global Healthcare LLC |
Greenwich, CT |
Q4 2024 |
36 |
$181M |
| Sixth Street Partners Management Company, L.P. |
Dallas, TX |
Q4 2024 |
19 |
$777M |
| SJS Investment Consulting Inc. |
Sylvania, OH |
Q1 2025 |
1601 |
$586M |
| Skaana Management L.P. |
Brooklyn, NY |
Q4 2024 |
76 |
$313M |
| Skandinaviska Enskilda Banken AB (publ) |
Stockholm, Sweden |
Q4 2024 |
840 |
$22.1B |
| SKBA CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q4 2024 |
76 |
$633M |
| Skorpios Trust |
Limassol, Cyprus |
Q4 2024 |
2 |
$76.3M |
| SK Wealth Management, LLC |
Providence, RI |
Q4 2024 |
71 |
$196M |
| SkyBridge Capital II, LLC |
New York, NY |
Q4 2024 |
1 |
$9.42M |
| Skye Global Management LP |
West Palm Beach, FL |
Q4 2024 |
47 |
$4.8B |
| Sky Investment Counsel Inc |
Toronto, Ontario, Canada |
Q2 2014 |
12 |
$104M |
| Sky Investment Group LLC |
Hartford, CT |
Q1 2025 |
137 |
$542M |
| SkyKnight Capital, L.P. |
San Francisco, CA |
Q4 2024 |
4 |
$90.9M |
| Skylands Capital, LLC |
Milwaukee, WI |
Q4 2024 |
150 |
$716M |
| Skyline Advisors, Inc. |
Bellingham, WA |
Q1 2025 |
88 |
$254M |
| SKYLINE ASSET MANAGEMENT LP |
Chicago, IL |
Q4 2020 |
56 |
$77.5M |
| SkyOak Wealth, LLC |
Southfield, MI |
Q4 2024 |
255 |
$467M |
| SkyView Investment Advisors, LLC |
Shrewsbury, NJ |
Q3 2024 |
306 |
$601M |
| SL ADVISORS, LLC |
Westfield, NJ |
Q4 2024 |
35 |
$60.5M |
| Slagle Financial, LLC |
Edwardsville, IL |
Q4 2024 |
106 |
$222M |
| Slate Path Capital LP |
New York, NY |
Q4 2024 |
51 |
$5.53B |
| SlateStone Wealth, LLC |
Jupiter, FL |
Q4 2024 |
290 |
$1.02B |
| Slocum, Gordon & Co LLP |
Newport, RI |
Q4 2024 |
137 |
$122M |
| Slotnik Capital, LLC |
Dallas, TX |
Q4 2024 |
16 |
$219M |
| Slow Capital, Inc. |
Greenbrae, CA |
Q4 2024 |
120 |
$706M |
| Sloy Dahl & Holst, LLC |
Vancouver, WA |
Q4 2024 |
109 |
$789M |
| SLT Holdings LLC |
Scottsdale, AZ |
Q4 2024 |
87 |
$106M |
| Smallwood Wealth Investment Management, LLC |
Red Bank, NJ |
Q4 2024 |
78 |
$145M |
| Smartleaf Asset Management LLC |
Boston, MA |
Q4 2024 |
2913 |
$981M |
| Smart Money Group LLC |
Eastland, TX |
Q4 2024 |
96 |
$290M |
| Smart Portfolios, LLC |
Seattle, WA |
Q4 2024 |
96 |
$95.5M |
| SMART Wealth LLC |
Omaha, NE |
Q4 2024 |
146 |
$281M |
| Smead Capital Management, Inc. |
Phoenix, AZ |
Q4 2024 |
34 |
$6.45B |
| SMH CAPITAL ADVISORS INC |
Fort Worth, TX |
Q4 2024 |
45 |
$41.4M |
| SMI Advisory Services, LLC |
Columbus, IN |
Q1 2025 |
43 |
$442M |
| Smith Affiliated Capital Corp. |
New York, NY |
Q3 2017 |
119 |
$86.5M |
| Smith Anglin Financial, LLC |
Dallas, TX |
Q1 2025 |
214 |
$945M |
| SMITH ASSET MANAGEMENT GROUP LP |
Dallas, TX |
Q2 2021 |
362 |
$2.04B |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
Chadds Ford, PA |
Q1 2025 |
126 |
$540M |
| SMITH CAPITAL MANAGEMENT INC /AR/ADV |
Little Rock, AR |
Q3 2020 |
85 |
$163M |
| SMITH CHAS P & ASSOCIATES PA CPAS |
Lakeland, FL |
Q4 2024 |
159 |
$1.74B |
| Smithfield Trust Co |
Pittsburgh, PA |
Q4 2024 |
1051 |
$2.01B |
| Smith, Graham & Co., Investment Advisors, LP |
Houston, TX |
Q4 2023 |
141 |
$868M |
| Smith Group Asset Management, LLC |
Dallas, TX |
Q4 2024 |
187 |
$1.36B |
| SMITH HAYES Advisers, Inc |
Lincoln, NE |
Q1 2016 |
307 |
$491M |
| Smith & Howard Wealth Management, LLC |
Atlanta, GA |
Q4 2024 |
82 |
$353M |
| SMITH, MOORE & CO. |
Clayton, MO |
Q4 2024 |
481 |
$1.09B |
| Smith Salley Wealth Management |
Greensboro, NC |
Q4 2024 |
245 |
$1.56B |
| SMITH SHELLNUT WILSON LLC /ADV |
Ridgeland, MS |
Q1 2025 |
140 |
$218M |
| SMITH THOMAS W |
Boca Raton, FL |
Q3 2023 |
6 |
$82M |
| Smith Thornton Advisors LLC |
Huntsville, AL |
Q4 2024 |
138 |
$158M |
| S. MUOIO & CO. LLC |
New York, NY |
Q3 2022 |
62 |
$75.7M |
| Snider Financial Group |
Bellevue, WA |
Q1 2025 |
110 |
$308M |
| SNOW CAPITAL MANAGEMENT LP |
Sewickley, PA |
Q2 2021 |
135 |
$700M |
| Snowden Capital Advisors LLC |
New York, NY |
Q4 2024 |
1189 |
$3.22B |
| Snow Park Capital Partners, LP |
New York, NY |
Q3 2019 |
6 |
$2.27M |
| Snow Phipps Group, LLC |
New York, NY |
Q1 2025 |
2 |
$294M |
| SNS Financial Group, LLC |
Minneapolis, MN |
Q4 2024 |
189 |
$975M |
| SNYDER CAPITAL MANAGEMENT L P |
San Francisco, CA |
Q4 2024 |
69 |
$4.78B |
| Soapstone Management L.P. |
Bethesda, MD |
Q4 2024 |
15 |
$106M |
| SOA Wealth Advisors, LLC. |
New York, NY |
Q1 2025 |
881 |
$440M |
| Socha Financial Group, LLC |
Corning, NY |
Q4 2024 |
25 |
$213M |
| SOCIETE GENERALE |
Paris France, France |
Q2 2016 |
2582 |
$14B |
| Socorro Asset Management LP |
Dallas, TX |
Q4 2024 |
32 |
$256M |
| Socratic Fund Management, L.P. |
Short Hills, NJ |
Q3 2015 |
4 |
$12M |
| Soditic Asset Management LLP |
Tonbridge, United Kingdom |
Q3 2024 |
12 |
$98.4M |
| Sofinnova Investments, Inc. |
Menlo Park, CA |
Q4 2024 |
60 |
$1.36B |
| Sofinnova Management VIII, L.L.C. |
Menlo Park, CA |
Q4 2017 |
8 |
$183M |
| SOFI WEALTH, LLC |
San Francisco, CA |
Q4 2024 |
40 |
$1.46B |
| SOF Ltd |
George Town, Cayman Islands |
Q4 2024 |
1 |
$298M |
| SOFTBANK GROUP CORP. |
Tokyo, Japan |
Q4 2024 |
22 |
$23.4B |
| SoftVest Advisors, LLC |
Abilene, TX |
Q4 2024 |
3 |
$500M |
| Solano Wealth Investment Advisors LLC |
Fairfield, CA |
Q4 2024 |
34 |
$166M |
| Solano Wealth Management, Inc. |
Fairfield, CA |
Q2 2024 |
31 |
$183M |
| SOLARIS ASSET MANAGEMENT LLC |
New York, NY |
Q3 2018 |
40 |
$12.8M |
| Solas Capital Management, LLC |
Darien, CT |
Q4 2024 |
19 |
$151M |
| SOL Capital Management CO |
Rockville, MD |
Q4 2024 |
306 |
$898M |
| Solel Partners LP |
Boston, MA |
Q4 2024 |
22 |
$511M |
| Soleus Capital Management, L.P. |
Greenwich, CT |
Q4 2024 |
80 |
$1.32B |
| Solidarity Wealth, LLC |
Lehi, UT |
Q4 2024 |
85 |
$384M |
| Solitude Financial Services |
Charlottesville, VA |
Q4 2024 |
34 |
$228M |
| Sollinda Capital Management LLC |
Miami, FL |
Q4 2024 |
69 |
$364M |
| Solstein Capital, LLC |
Menlo Park, CA |
Q1 2025 |
325 |
$171M |
| Soltis Investment Advisors LLC |
St. George, UT |
Q4 2024 |
372 |
$1.08B |
| Solus Alternative Asset Management LP |
Summit, NJ |
Q4 2024 |
10 |
$314M |
| Solutions 4 Wealth, Ltd |
Southlake, TX |
Q4 2024 |
51 |
$55.2M |
| SOMA EQUITY PARTNERS LP |
San Francisco, CA |
Q4 2024 |
17 |
$1.81B |
| Somerset Capital Management LLP |
London, United Kingdom |
Q4 2023 |
5 |
$8.12M |
| Somerset Group LLC |
Wayzata, MN |
Q4 2024 |
62 |
$109M |
| Somerset Trust Co |
Somerset, PA |
Q1 2025 |
168 |
$281M |
| SOMERVILLE KURT F |
Boston, MA |
Q4 2024 |
94 |
$596M |
| Somnio Financial Group, LLC |
Glastonbury, CT |
Q4 2024 |
14 |
$125M |
| Sompo Asset Management Co., Ltd. |
Tokyo, Japan |
Q4 2024 |
192 |
$592M |
| SONA ASSET MANAGEMENT (US) LLC |
New York, NY |
Q4 2024 |
73 |
$1.94B |
| SONATA CAPITAL GROUP INC |
Seattle, WA |
Q4 2024 |
110 |
$242M |
| Sone Capital Management, LLC |
New York, NY |
Q4 2024 |
113 |
$790M |
| Sonen Capital LLC |
San Francisco, CA |
Q4 2023 |
70 |
$52.7M |
| Sonic GP LLC |
Honolulu, HI |
Q4 2024 |
15 |
$45.4M |
| Sonnipe Ltd |
Douglas, Isle of Man |
Q4 2024 |
3 |
$906M |
| Sonoma Private Wealth LLC |
Sonoma, CA |
Q4 2024 |
80 |
$61.9M |
| Sonora Investment Management Group, LLC |
Tucson, AZ |
Q1 2025 |
302 |
$1.26B |
| Sonora Investment Management, LLC |
Tucson, AZ |
Q3 2021 |
1047 |
$798M |
| Sophron Capital Management L.P. |
Summit, NJ |
Q4 2024 |
38 |
$253M |
| SOPHROSYNE CAPITAL LLC |
New York, NY |
Q3 2015 |
8 |
$11.5M |
| SORA INVESTORS LLC |
Bryn Mawr, PA |
Q4 2024 |
66 |
$901M |
| Sorin Capital Management LLC |
Stamford, CT |
Q3 2018 |
17 |
$202M |
| Soroban Capital Partners LP |
New York, NY |
Q4 2024 |
24 |
$7.47B |
| SOROS CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2024 |
64 |
$639M |
| SOROS FUND MANAGEMENT LLC |
New York, NY |
Q4 2024 |
174 |
$5.73B |
| Souders Financial Advisors |
Cincinnati, OH |
Q4 2024 |
175 |
$716M |
| SOUND ENERGY PARTNERS, INC. |
Greenwich, CT |
Q3 2015 |
26 |
$49.5M |
| Sound Financial Strategies Group, LLC |
Madison, MS |
Q4 2024 |
91 |
$120M |
| Sound Income Strategies, LLC |
Ft Lauderdale, FL |
Q1 2025 |
1534 |
$1.69B |
| Sound Point Capital Management, LP |
New York, NY |
Q4 2021 |
19 |
$28.3M |
| SOUND SHORE MANAGEMENT INC /CT/ |
Greenwich, CT |
Q4 2024 |
40 |
$3.03B |
| Sound Stewardship, LLC |
Overland Park, KS |
Q1 2025 |
60 |
$176M |
| SoundView Advisors Inc. |
Olympia, WA |
Q4 2024 |
33 |
$243M |
| Sound View Wealth Advisors Group, LLC |
Savannah, GA |
Q4 2024 |
415 |
$1.24B |
| Sound View Wealth Advisors, LLC |
Savannah, GA |
Q1 2019 |
248 |
$319M |
| Soundwatch Capital LLC |
Rowayton, CT |
Q4 2024 |
36 |
$946M |
| Source Financial Advisors LLC |
New York, NY |
Q3 2024 |
119 |
$338M |
| Sourcerock Group LLC |
Denver, CO |
Q4 2024 |
35 |
$1.41B |
| South Dakota Investment Council |
Sioux Falls, SD |
Q4 2024 |
594 |
$5.01B |
| Southeast Asset Advisors Inc. |
Thomasville, GA |
Q4 2024 |
167 |
$815M |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ |
Memphis, TN |
Q4 2024 |
44 |
$2.12B |
| SOUTHERN CAPITAL ADVISORS, LLC |
Jackson, TN |
Q4 2024 |
74 |
$181M |
| Southern Farm Bureau Life Insurance |
Jackson, MS |
Q4 2024 |
16 |
$704M |
| Southern Style Financial, Inc. |
San Diego, CA |
Q4 2024 |
28 |
$124M |
| SOUTHERNSUN ASSET MANAGEMENT, LLC |
Memphis, TN |
Q4 2024 |
30 |
$803M |
| Southern Wealth Management, LLP |
Dallas, TX |
Q1 2023 |
61 |
$258M |
| South Ferry Capital Management, L.P. |
New York, NY |
Q2 2015 |
10 |
$56.3M |
| SOUTH GEORGIA CAPITAL, LLC |
Naperville, IL |
Q3 2015 |
186 |
$41M |
| Southland Equity Partners LLC |
Wildwood, MO |
Q1 2025 |
229 |
$430M |
| SOUTH PLAINS FINANCIAL, INC. |
Lubbock, TX |
Q4 2024 |
267 |
$131M |
| Southpoint Capital Advisors LP |
New York, NY |
Q4 2024 |
38 |
$4.26B |
| SOUTHPORT MANAGEMENT, L.L.C. |
Wilson, WY |
Q4 2024 |
34 |
$27.6M |
| South Shore Capital Advisors |
Cohasset, MA |
Q3 2022 |
77 |
$42.9M |
| Southside Capital, LLC |
Miami Beach, FL |
Q4 2019 |
70 |
$382M |
| SouthState Corp |
Winter Haven, FL |
Q4 2024 |
675 |
$1.53B |
| South Street Advisors LLC |
New York, NY |
Q4 2024 |
69 |
$652M |
| SOUTH TEXAS MONEY MANAGEMENT LTD |
San Antonio, TX |
Q3 2019 |
410 |
$2.36B |
| Sovereign Financial Group, Inc. |
Stamford, CT |
Q1 2025 |
285 |
$434M |
| Sovereign Investment Advisors, LLC |
Phoenix, AZ |
Q4 2024 |
93 |
$336M |
| Sovereign's Capital Management, LLC |
Raleigh, NC |
Q4 2024 |
83 |
$157M |
| Soviero Asset Management, LP |
New York, NY |
Q4 2024 |
51 |
$144M |
| Sovran Advisors, LLC |
San Diego, CA |
Q4 2024 |
408 |
$702M |
| Sowa Financial Group, Inc. |
Lincoln, RI |
Q1 2025 |
29 |
$152M |
| Sowell Financial Services LLC |
North Little Rock, AR |
Q1 2025 |
1007 |
$2.2B |
| Sozo Ventures GP II, L.P. |
Redwood City, CA |
Q4 2024 |
1 |
$2.1M |
| Sozo Ventures GP I, L.P. |
Redwood City, CA |
Q3 2022 |
1 |
$16.3M |
| Spahn Wealth & Retirement LLC |
Scottsdale, AZ |
Q4 2024 |
31 |
$152M |
| Spark Growth Management Partners LLC |
Boston, MA |
Q1 2021 |
1 |
$591M |
| Spark Investment Management LLC |
New York, NY |
Q4 2024 |
8 |
$20.6M |
| Spark Management Partners III (AIV I), LLC |
Boston, MA |
Q3 2016 |
1 |
$10.1M |
| Spark Management Partners II, LLC |
Boston, MA |
Q4 2014 |
1 |
$1.81M |
| Sparta 24 Ltd. |
Tirat Hacarmel, Israel |
Q4 2024 |
4 |
$48.5M |
| Spartan Fund Management Inc. |
Toronto, Ontario, Canada (Federal Level) |
Q4 2024 |
81 |
$29.9M |
| Spartan Planning & Wealth Management |
Greensboro, NC |
Q1 2025 |
65 |
$103M |
| SP Asset Management |
Cupertino, CA |
Q3 2022 |
107 |
$731M |
| SP Asset Management LLC |
Cupertino, CA |
Q4 2024 |
129 |
$1.19B |
| SPC Financial, Inc. |
Rockville, MD |
Q4 2024 |
259 |
$1.15B |
| Spearhead Capital Advisors, LLC |
Wellington, FL |
Q3 2022 |
100 |
$92.3M |
| SPECTRUM ADVISORY SERVICES INC |
Atlanta, GA |
Q1 2016 |
149 |
$255M |
| Spectrum Asset Management, Inc. |
Stamford, CT |
Q4 2024 |
5 |
$102M |
| Spectrum Asset Management, Inc. (NB/CA) |
Newport Beach, CA |
Q1 2025 |
84 |
$225M |
| Spectrum Equity Management, Inc. |
San Francisco, CA |
Q3 2022 |
2 |
$39.1M |
| Spectrum Financial Alliance Ltd LLC |
Nicholasville, KY |
Q4 2024 |
20 |
$288M |
| Spectrum Investment Advisors, Inc. |
Mequon, WI |
Q4 2024 |
27 |
$150M |
| Spectrum Management Group, LLC |
Indianapolis, IN |
Q3 2022 |
232 |
$460M |
| Spectrum Planning & Advisory Services Inc. |
San Diego, CA |
Q4 2024 |
61 |
$115M |
| Spectrum Strategic Capital Management, LLC |
Lake Oswego, OR |
Q4 2024 |
30 |
$159M |
| Spectrum Wealth Advisory Group, LLC |
Granite Bay, CA |
Q4 2024 |
56 |
$212M |
| Spectrum Wealth Counsel, LLC |
Indianapolis, IN |
Q4 2024 |
360 |
$851M |
| SPEECE THORSON CAPITAL GROUP INC |
Minnetonka, MN |
Q4 2024 |
41 |
$507M |
| SPERO-SMITH INVESTMENT ADVISERS INC /OH |
Cleveland, OH |
Q3 2016 |
52 |
$74.5M |
| SPHERA FUNDS MANAGEMENT LTD. |
Tel Aviv, Israel |
Q4 2024 |
103 |
$541M |
| Sphera Management Technology Funds Ltd |
Tel Aviv, Israel |
Q4 2024 |
58 |
$126M |
| SPHINX TRADING, LP |
Chicago, IL |
Q4 2021 |
140 |
$96.8M |
| Spider Management Company, LLC |
Richmond, VA |
Q4 2024 |
4 |
$241M |
| SpiderRock Trading LLC |
Chicago, IL |
Q4 2014 |
854 |
$36.1K |
| Spindletop Capital, LLC |
Chappaqua, NY |
Q3 2020 |
3 |
$8.71M |
| Spinecap SAS |
Paris, France |
Q4 2023 |
7 |
$53M |
| Spinnaker Capital LLC |
Boston, MA |
Q4 2024 |
1 |
$1.42M |
| Spinnaker Investment Group, LLC |
Newport Beach, CA |
Q4 2024 |
93 |
$415M |
| SPINNAKER TRUST |
Portland, ME |
Q4 2024 |
280 |
$1.59B |
| SPIREPOINT PRIVATE CLIENT, LLC |
Vero Beach, FL |
Q4 2024 |
220 |
$798M |
| Spire Wealth Management |
Mclean, VA |
Q4 2024 |
2443 |
$3.22B |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
Syosset, NY |
Q4 2024 |
310 |
$494M |
| SPITFIRE CAPITAL LLC |
Mill Valley, CA |
Q3 2019 |
15 |
$77.1M |
| Spotlight Asset Group, Inc. |
Oakbrook Terrace, IL |
Q2 2024 |
260 |
$143M |
| Spot Trading L.L.C |
Chicago, IL |
Q1 2017 |
2840 |
$3.01B |
| SPOT TRADING L.L.C. |
Chicago, IL |
Q3 2017 |
3016 |
$5.81B |
| Spouting Rock Asset Management, LLC |
Bryn Mawr, PA |
Q4 2023 |
118 |
$273M |
| SPQ Asia Capital Ltd |
Hong Kong, Hong Kong |
Q3 2017 |
6 |
$37.7M |
| SPRENG CAPITAL MANAGEMENT, INC. |
Bucyrus, OH |
Q4 2024 |
75 |
$230M |
| SPRINGBANK VALUE PARTNERS LP |
Hampton Bays, NY |
Q3 2016 |
38 |
$65.5M |
| SPRING CAPITAL MANAGEMENT, LLC |
Amarillo, TX |
Q1 2025 |
50 |
$183M |
| Spring Creek Investment Management, LLC |
Philadelphia, PA |
Q3 2021 |
10 |
$42.3M |
| Springhill Fund Asset Management (HK) Co Ltd |
Hong Kong, Hong Kong |
Q4 2024 |
17 |
$61.6M |
| Springhouse Capital Management, LP |
Westport, CT |
Q3 2023 |
25 |
$55.3M |
| SPRINGOWL ASSOCIATES LLC |
New York, NY |
Q3 2021 |
23 |
$22.8M |
| SPRINGS CAPITAL (HONG KONG) Ltd |
Hong Kong, Hong Kong |
Q3 2022 |
12 |
$60.3M |
| SpringVest Wealth Management LLC |
Dallas, TX |
Q4 2024 |
53 |
$117M |
| Sprinkle Financial Consultants LLC |
Littleton, CO |
Q1 2025 |
76 |
$158M |
| SPROTT INC. |
Toronto, Ontario, Canada |
Q4 2024 |
184 |
$1.5B |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD |
Toronto, Ontario, Canada |
Q4 2024 |
32 |
$1.4B |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
New York, NY |
Q4 2024 |
11 |
$2.72B |
| Spruce Investment Advisors LLC |
Stamford, CT |
Q4 2017 |
23 |
$48.5M |
| Spurstone Advisory Services, LLC |
Higganum, CT |
Q4 2024 |
76 |
$5.25M |
| SPX Gestao de Recursos Ltda |
Rio De Janeiro, Brazil |
Q4 2024 |
80 |
$663M |
| Spyglass Capital Management LLC |
San Francisco, CA |
Q4 2024 |
25 |
$1.78B |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. |
Rio De Janeiro, Brazil |
Q4 2024 |
3 |
$212M |
| SQUARE PEG CAPITAL PTY LTD |
Surry Hills, Nsw, Australia |
Q4 2024 |
8 |
$109M |
| Squarepoint Ops LLC |
New York, NY |
Q4 2024 |
2731 |
$38.6B |
| Square Wave Partners, L.P. |
Brooklyn, NY |
Q4 2024 |
8 |
$104M |
| Squire Investment Management Company, LLC |
Orem, UT |
Q4 2024 |
66 |
$227M |
| SRB CORP |
Boston, MA |
Q4 2024 |
23 |
$1.74B |
| SRN Advisors, LLC |
Huntingdon Valley, PA |
Q4 2024 |
102 |
$112M |
| SR ONE CAPITAL MANAGEMENT, LP |
Wayne, PA |
Q4 2024 |
11 |
$410M |
| SRS Capital Advisors, Inc. |
Denver, CO |
Q4 2024 |
2413 |
$1.59B |
| S. R. Schill & Associates |
Mercer Island, WA |
Q4 2024 |
24 |
$120M |
| SRS Investment Management, LLC |
New York, NY |
Q4 2024 |
20 |
$7.04B |
| SS&H Financial Advisors, Inc. |
Troy, MI |
Q1 2025 |
122 |
$268M |
| SSI INVESTMENT MANAGEMENT LLC |
Los Angeles, CA |
Q4 2024 |
270 |
$1.34B |
| S Squared Technology, LLC |
New York, NY |
Q4 2024 |
35 |
$241M |
| STABLEFORD CAPITAL II LLC |
Scottsdale, AZ |
Q4 2024 |
125 |
$253M |
| Stablepoint Partners, LLC |
Braintree, MA |
Q1 2025 |
242 |
$552M |
| Stack Financial Management, Inc |
Whitefish, MT |
Q4 2024 |
50 |
$1.09B |
| StackLine Partners LP |
New York, NY |
Q3 2022 |
11 |
$134M |
| Stadion Money Management, LLC |
Watkinsville, GA |
Q4 2024 |
24 |
$1.28B |
| STADIUM CAPITAL MANAGEMENT LLC |
New Canaan, CT |
Q4 2024 |
10 |
$118M |
| STAGE HARBOR FINANCIAL, LLC |
Needham, MA |
Q4 2024 |
58 |
$115M |
| Stagwell Group LLC |
Miami Beach, FL |
Q3 2024 |
1 |
$913K |
| Stairway Partners, LLC |
Chicago, IL |
Q1 2025 |
18 |
$1.62B |
| STALEY CAPITAL ADVISERS INC |
Pittsburgh, PA |
Q4 2024 |
179 |
$2.25B |
| Stamos Capital Partners, L.P. |
Menlo Park, CA |
Q4 2024 |
126 |
$426M |
| STANCE CAPITAL LLC |
Boston, MA |
Q4 2024 |
270 |
$161M |
| Standard Family Office LLC |
Sioux Falls, SD |
Q4 2024 |
48 |
$82.6M |
| Standard General L.P. |
New York, NY |
Q4 2024 |
3 |
$203M |
| Standard Investments LLC |
New York, NY |
Q4 2024 |
16 |
$1.79B |
| STANDARD PACIFIC CAPITAL LLC/CA |
San Francisco, CA |
Q4 2015 |
30 |
$92M |
| Standpoint Asset Management, LLC |
Scottsdale, AZ |
Q4 2024 |
8 |
$519M |
| Stanich Group LLC |
Montauk, NY |
Q1 2025 |
50 |
$135M |
| Stanley Capital Management, LLC |
Houston, TX |
Q4 2024 |
37 |
$514M |
| Stanley-Laman Group, Ltd. |
Berwyn, PA |
Q1 2025 |
283 |
$649M |
| STANSBERRY ASSET MANAGEMENT, LLC |
New York, NY |
Q4 2024 |
123 |
$770M |
| STAPP WEALTH MANAGEMENT, PLLC |
Olympia, WA |
Q4 2024 |
26 |
$64.1M |
| Starboard Value LP |
New York, NY |
Q4 2024 |
22 |
$5.53B |
| STAR Financial Bank |
Fort Wayne, IN |
Q4 2024 |
110 |
$139M |
| Starfire Investment Advisers, Inc. |
Southfield, MI |
Q2 2020 |
155 |
$209M |
| Starfox Financial Services, LLC |
The Woodlands, TX |
Q1 2024 |
29 |
$118M |
| STAR-Global Equities Fund, LLC |
Summit, NJ |
Q4 2014 |
1 |
$46K |
| Starr Indemnity & Liability Co |
New York, NY |
Q4 2024 |
5 |
$203M |
| STARR INTERNATIONAL CO INC |
Zug, Switzerland |
Q3 2023 |
3 |
$19.9M |
| Starwood Capital Group Management, L.L.C. |
Miami Beach, FL |
Q4 2024 |
7 |
$164M |
| Starwood Real Estate Securities, LLC |
Greenwich, CT |
Q3 2015 |
30 |
$185M |
| Stash Investments, LLC |
New York, NY |
Q1 2025 |
5 |
$187M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
Tallahassee, FL |
Q4 2024 |
2198 |
$52.6B |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
Bloomington, IL |
Q4 2024 |
122 |
$110B |
| State Insurance Fund |
New York, NY |
Q1 2025 |
1 |
$186M |
| State of Alaska, Department of Revenue |
Juneau, AK |
Q4 2024 |
1587 |
$8.95B |
| STATE OF MICHIGAN RETIREMENT SYSTEM |
Lansing, MI |
Q4 2024 |
951 |
$19.2B |
| State of New Jersey Common Pension Fund A |
Trenton, NJ |
Q4 2024 |
1 |
$82.7M |
| State of New Jersey Common Pension Fund B |
Trenton, NJ |
Q1 2014 |
4 |
$21.4M |
| State of New Jersey Common Pension Fund D |
Trenton, NJ |
Q4 2024 |
1540 |
$24.8B |
| State of New Jersey Common Pension Fund E |
Trenton, NJ |
Q4 2024 |
1 |
$344M |
| State of Tennessee, Department of Treasury |
Nashville, TN |
Q4 2024 |
1737 |
$27.6B |
| State of Wisconsin - Board of Commissioners of Public Lands |
Madison, WI |
Q1 2025 |
6 |
$155M |
| STATE OF WISCONSIN INVESTMENT BOARD |
Madison, WI |
Q4 2024 |
2258 |
$38.7B |
| State of Wyoming |
Cheyenne, WY |
Q4 2024 |
1587 |
$784M |
| STATE STREET CORP |
Boston, MA |
Q4 2024 |
4297 |
$2.53T |
| Staton Financial Advisors, LLC |
Charlotte, NC |
Q2 2017 |
43 |
$118M |
| S&T BANK/PA |
Indiana, PA |
Q4 2024 |
256 |
$313M |
| St. Clair Advisors, LLC |
Mayfield Hts, OH |
Q4 2024 |
80 |
$348M |
| STEADFAST CAPITAL MANAGEMENT LP |
New York, NY |
Q4 2024 |
56 |
$4.72B |
| Steadview Capital Management LLC |
London, United Kingdom |
Q4 2024 |
9 |
$483M |
| Steamboat Capital Partners, LLC |
Rye, NY |
Q4 2024 |
56 |
$324M |
| Steamboat Ventures Asia Manager, L.P. |
Grand Cayman, Cayman Islands |
Q3 2015 |
1 |
$27.5M |
| Stearns Financial Services Group |
Greensboro, NC |
Q3 2020 |
209 |
$638M |
| SteelBridge Private Wealth Advisors LLC |
Naples, FL |
Q1 2018 |
31 |
$11.5M |
| Steel Canyon Capital, LLC |
Phoenix, AZ |
Q3 2023 |
43 |
$58.4M |
| Steele Capital Management, Inc. |
Dubuque, IA |
Q1 2025 |
79 |
$1.92B |
| STEEL GROVE CAPITAL ADVISORS, LLC |
Memphis, TN |
Q4 2024 |
181 |
$708M |
| STEELHEAD PARTNERS LLC |
Seattle, WA |
Q4 2024 |
45 |
$1.99B |
| STEEL PARTNERS HOLDINGS L.P. |
New York, NY |
Q3 2024 |
9 |
$81.2M |
| SteelPeak Wealth, LLC |
Woodland Hills, CA |
Q4 2024 |
479 |
$2.41B |
| Stegent Equity Advisors, Inc. |
Houston, TX |
Q4 2024 |
90 |
$98.5M |
| STEGINSKY CAPITAL LLC |
Port Washington, NY |
Q4 2024 |
7 |
$467M |
| Stegner Investment Associates Inc. |
Louisville, KY |
Q4 2024 |
27 |
$151M |
| Steigerwald, Gordon & Koch Inc. |
Leesburg, VA |
Q1 2025 |
118 |
$896M |
| STEINBERG ASSET MANAGEMENT LLC |
New York, NY |
Q4 2024 |
41 |
$136M |
| Steinberg Global Asset Management |
Boca Raton, FL |
Q1 2019 |
254 |
$638M |
| Stelac Advisory Services LLC |
New York, NY |
Q4 2024 |
108 |
$256M |
| Stellar Capital Management, LLC |
Phoenix, AZ |
Q2 2020 |
74 |
$147M |
| STEMPOINT CAPITAL LP |
New York, NY |
Q4 2024 |
49 |
$398M |
| Stenahm Asset Managment Ltd |
Guernsey, Guernsey |
Q4 2021 |
22 |
$153M |
| Stenger Family Office, LLC |
Naperville, IL |
Q4 2024 |
92 |
$294M |
| STEPH & CO |
Marinette, WI |
Q4 2024 |
274 |
$296M |
| STEPHEN J. GARRY & ASSOCIATES, LLC |
Garden City, NY |
Q4 2024 |
44 |
$108M |
| Stephens Consulting, LLC |
Flint, MI |
Q1 2025 |
1511 |
$398M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
Little Rock, AR |
Q1 2025 |
32 |
$1.24B |
| Stephens Group, LLC |
Little Rock, AR |
Q1 2025 |
3 |
$194M |
| STEPHENS INC /AR/ |
Little Rock, AR |
Q4 2024 |
1269 |
$7.13B |
| Stephens Investment Management Group LLC |
Houston, TX |
Q4 2024 |
171 |
$7.47B |
| Stephenson & Company, Inc. |
San Clemente, CA |
Q4 2024 |
36 |
$149M |
| StepStone Group LP |
La Jolla, CA |
Q4 2024 |
14 |
$114M |
| Sterling Capital Management LLC |
Charlotte, NC |
Q4 2024 |
3239 |
$7.3B |
| Sterling Financial Group, Inc. |
Pasadena, CA |
Q1 2025 |
63 |
$277M |
| Sterling Financial Planning, Inc. |
Sparta, NJ |
Q4 2024 |
108 |
$272M |
| Sterling Global Strategies LLC |
Carlsbad, CA |
Q1 2019 |
26 |
$18M |
| Sterling Group Wealth Management, LLC |
Pasadena, CA |
Q4 2024 |
63 |
$193M |
| STERLING INVESTMENT ADVISORS LLC /ADV |
Bolivar, MO |
Q4 2024 |
37 |
$171M |
| Sterling Investment Advisors, Ltd. |
Berwyn, PA |
Q4 2024 |
161 |
$404M |
| Sterling Investment Counsel, LLC |
Buffalo, NY |
Q4 2024 |
128 |
$151M |
| STERLING INVESTMENT MANAGEMENT, LLC |
Tucson, AZ |
Q1 2025 |
54 |
$140M |
| Sterling Investment Partners Management II LLC |
Westport, CT |
Q3 2015 |
1 |
$8.59M |
| Sterling Manor Financial, LLC |
Saratoga Springs, NY |
Q4 2024 |
28 |
$143M |
| Sterling Wealth Advisors Inc |
Plantation, FL |
Q4 2024 |
18 |
$127M |
| Sterling Wealth Management, Inc. |
Champaign, IL |
Q4 2024 |
108 |
$271M |
| STERNE AGEE GROUP, INC. |
Birmingham, AL |
Q1 2015 |
324 |
$681M |
| Sterneck Capital Management, LLC |
Kansas City, MO |
Q1 2025 |
100 |
$185M |
| Stevard, LLC |
Chicago, IL |
Q4 2024 |
23 |
$26.8M |
| STEVENS CAPITAL MANAGEMENT LP |
Radnor, PA |
Q4 2024 |
320 |
$250M |
| STEVENS CAPITAL PARTNERS |
Omaha, NE |
Q4 2024 |
63 |
$221M |
| Stevens First Principles Investment Advisors |
Newport Beach, CA |
Q2 2019 |
160 |
$172M |
| STEWARD CAPITAL MANAGEMENT/ |
Bloomfield Hills, MI |
Q3 2014 |
29 |
$37.2M |
| Steward Financial Group LLC |
Colleyville, TX |
Q3 2023 |
1020 |
$311M |
| Steward Partners Investment Advisory, LLC |
New York, NY |
Q4 2024 |
3966 |
$11.3B |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC |
Portland, OR |
Q1 2024 |
257 |
$594M |
| Stewardship Advisors, LLC |
Mount Joy, PA |
Q1 2025 |
146 |
$370M |
| Stewardship Financial Advisors, LLC |
Stockbridge, GA |
Q1 2021 |
93 |
$288M |
| Stewart Asset Management, LLC |
New York, NY |
Q4 2022 |
28 |
$130M |
| STEWART & PATTEN CO LLC |
Lafayette, CA |
Q1 2024 |
94 |
$669M |
| STEWART WEST INDIES TRADING CO., LTD |
Boulder, CO |
Q1 2018 |
19 |
$1.16B |
| STF Management LP |
Frisco, TX |
Q4 2024 |
101 |
$223M |
| ST GERMAIN D J CO INC |
Springfield, MA |
Q1 2025 |
802 |
$2.13B |
| Stieven Capital Advisors, L.P. |
St. Louis, MO |
Q4 2024 |
49 |
$562M |
| STIFEL FINANCIAL CORP |
St. Louis, MO |
Q4 2024 |
3373 |
$96B |
| Stiles Financial Services Inc |
Edina, MN |
Q4 2024 |
183 |
$276M |
| Stillwater Capital Advisors, LLC |
Devon, PA |
Q1 2025 |
69 |
$717M |
| Stillwater Investment Management, LLC |
Stillwater, MN |
Q1 2023 |
81 |
$372M |
| Stillwater Investment Management, L.P. |
Palo Alto, CA |
Q3 2017 |
16 |
$234M |
| Stillwater Wealth Management Group |
Juno Beach, FL |
Q4 2024 |
68 |
$111M |
| STILWELL JOSEPH |
New York, NY |
Q4 2014 |
54 |
$174M |
| Stilwell Value LLC |
New York, NY |
Q4 2024 |
32 |
$198M |
| St. James Investment Advisors, LLC |
Port Jefferson, NY |
Q4 2022 |
103 |
$54.6M |
| St. James Investment Company, LLC |
Southlake, TX |
Q4 2024 |
29 |
$579M |
| St. Johns Investment Management Company, LLC |
Jacksonville, FL |
Q4 2024 |
212 |
$215M |
| St. Louis Financial Planners Asset Management, LLC |
Chesterfield, MO |
Q1 2025 |
26 |
$134M |
| St. Louis Trust Co |
Saint Louis, MO |
Q4 2024 |
109 |
$699M |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC |
Jacksonville, FL |
Q4 2024 |
38 |
$112M |
| Stockbridge Partners LLC |
Boston, MA |
Q4 2024 |
12 |
$4.71B |
| Stockman Wealth Management, Inc. |
Billings, MT |
Q1 2025 |
166 |
$675M |
| STOCK YARDS BANK & TRUST CO |
Louisville, KY |
Q1 2025 |
379 |
$2.81B |
| Stokes Capital Advisors, LLC |
Greenwood, SC |
Q1 2025 |
73 |
$393M |
| Stokes Family Office, LLC |
New Orleans, LA |
Q4 2024 |
244 |
$936M |
| Stokes & Hubbell Capital Management, LLC |
New Orleans, LA |
Q1 2019 |
134 |
$476M |
| Stolper Co |
Tulsa, OK |
Q1 2025 |
87 |
$305M |
| Stone Asset Management Inc. |
Austin, TX |
Q1 2023 |
35 |
$62.6M |
| STONEBRIDGE ADVISORS LLC |
Wilton, CT |
Q4 2024 |
4 |
$150M |
| Stonebridge Capital Advisors LLC |
St Paul, MN |
Q4 2024 |
214 |
$1.24B |
| STONEBRIDGE CAPITAL MANAGEMENT INC |
Los Angeles, CA |
Q4 2024 |
79 |
$244M |
| Stonebridge Financial Group, LLC |
Wormleysburg, PA |
Q4 2024 |
833 |
$907M |
| Stonebridge Financial Planning Group, LLC |
Orlando, FL |
Q4 2024 |
159 |
$224M |
| Stonebrook Private Inc. |
Northville, MI |
Q4 2024 |
182 |
$382M |
| StoneCrest Wealth Management, Inc. |
Chandler, AZ |
Q1 2025 |
66 |
$157M |
| Stonegate Investment Group, LLC |
Birmingham, AL |
Q4 2024 |
394 |
$3.75B |
| Stonehage Fleming Financial Services Holdings Ltd |
St. Helier, Jersey |
Q4 2024 |
218 |
$3.57B |
| Stonehage Fleming (UK) Ltd |
London, United Kingdom |
Q4 2015 |
205 |
$218M |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
Appleton, WI |
Q4 2024 |
83 |
$91.9M |
| Stonehearth Capital Management, LLC |
Danvers, MA |
Q1 2025 |
87 |
$242M |
| STONEHILL CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2024 |
10 |
$236M |
| Stone House Capital Management, LLC |
Bay Harbor Islands, FL |
Q4 2024 |
3 |
$169M |
| Stone House Investment Management, LLC |
Tunkhannock, PA |
Q4 2024 |
50 |
$394M |
| Stonekeep Investments, LLC |
Sante Fe, NM |
Q4 2024 |
58 |
$134M |
| Stonepeak GP Investors Manager LLC |
New York, NY |
Q3 2017 |
2 |
$20.7M |
| Stonepine Capital Management, LLC |
Bend, OR |
Q4 2024 |
52 |
$124M |
| STONE POINT CAPITAL LLC |
Greenwich, CT |
Q4 2024 |
5 |
$1.22B |
| Stone Point Wealth LLC |
Miami, FL |
Q4 2024 |
138 |
$298M |
| Stone Ridge Holdings Group LP |
New York, NY |
Q4 2024 |
33 |
$92.5M |
| STONERIDGE INVESTMENT PARTNERS LLC |
Radnor, PA |
Q4 2024 |
135 |
$280M |
| Stonerise Capital Management, LLC |
San Francisco, CA |
Q1 2018 |
10 |
$56.7M |
| STONE RUN CAPITAL, LLC |
New York, NY |
Q4 2024 |
68 |
$255M |
| Stone Toro Investment Advisers, LP |
Princeton, NJ |
Q1 2015 |
35 |
$9.6M |
| StoneX Group Inc. |
New York, NY |
Q4 2024 |
429 |
$1.55B |
| STONNINGTON GROUP, LLC |
Pasadena, CA |
Q1 2023 |
232 |
$383M |
| Stony Point Capital LLC |
New York, NY |
Q4 2024 |
36 |
$435M |
| Stordahl Capital Management, Inc. |
Greenwood Village, CO |
Q4 2024 |
61 |
$423M |
| Stormborn Capital Management, LLC |
Greenwich, CT |
Q4 2022 |
26 |
$263M |
| STRAIGHTLINE GROUP LLC |
Troy, MI |
Q4 2024 |
51 |
$153M |
| Straight Path Wealth Management |
Jenison, MI |
Q4 2024 |
96 |
$253M |
| Strait & Sound Wealth Management LLC |
San Francisco, CA |
Q4 2024 |
145 |
$215M |
| STRALEM & CO INC |
New York, NY |
Q2 2020 |
107 |
$157M |
| Strata Wealth Advisors, LLC |
Dallas, TX |
Q4 2024 |
78 |
$319M |
| Strategent Financial, LLC |
Harrisonburg, VA |
Q1 2025 |
33 |
$110M |
| Strategic Advisors LLC |
New York, NY |
Q1 2025 |
187 |
$519M |
| Strategic Advocates LLC |
Logan, UT |
Q4 2024 |
110 |
$296M |
| Strategic Asset Management, LLC |
Rochester, MN |
Q3 2022 |
519 |
$54M |
| Strategic Blueprint, LLC |
Atlanta, GA |
Q4 2024 |
649 |
$1.68B |
| STRATEGIC CAPITAL ADVISERS, INC. |
Denver, CO |
Q2 2022 |
59 |
$121M |
| Strategic Capital Alternatives LLC |
Gig Harbor, US |
Q1 2016 |
18 |
$6.3M |
| Strategic Capital Group LLC |
Gig Harbor, WA |
Q2 2014 |
261 |
$318M |
| Strategic Equity Management |
Tucson, AZ |
Q1 2025 |
59 |
$238M |
| Strategic Family Wealth Counselors, L.L.C. |
Fairfield, NJ |
Q4 2024 |
137 |
$307M |
| Strategic Financial Concepts, LLC |
San Antonio, TX |
Q4 2024 |
330 |
$521M |
| Strategic Financial Partners, Ltd. |
Bend, OR |
Q4 2024 |
70 |
$196M |
| Strategic Financial Planning, Inc. |
Plano, TX |
Q4 2024 |
37 |
$147M |
| Strategic Financial Services, Inc. |
Utica, NY |
Q4 2024 |
136 |
$1.68B |
| Strategic Global Advisors, LLC |
Newport Beach, CA |
Q4 2024 |
134 |
$547M |
| Strategic Income Management, LLC |
Seattle, WA |
Q3 2023 |
11 |
$52.1M |
| Strategic Investment Advisors / MI |
Farmington Hills, MI |
Q4 2024 |
237 |
$941M |
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
Arlington, VA |
Q4 2024 |
20 |
$290M |
| Strategic Investment Opportunities LLC |
Denver, CO |
Q3 2022 |
2 |
$3.76M |
| Strategic Investment Solutions, Inc. /IL |
Orland Park, IL |
Q4 2024 |
690 |
$280M |
| STRATEGIC PLANNING GROUP, LLC |
Bountiful, UT |
Q1 2025 |
79 |
$511M |
| Strategic Point Investment Advisors, LLC |
Providence, RI |
Q4 2024 |
34 |
$614M |
| STRATEGIC VALUE BANK PARTNERS LLC |
Cleveland, OH |
Q4 2024 |
14 |
$155M |
| Strategic Value Partners, LLC |
Greenwich, CT |
Q4 2024 |
1 |
$1.15B |
| Strategic Wealth Investment Group, LLC |
Louisville, KY |
Q1 2025 |
47 |
$57.5M |
| Strategic Wealth Management Group, LLC |
Fulton, MD |
Q2 2021 |
122 |
$274M |
| STRATEGIC WEALTH MANAGEMENT INC |
Kirkland, WA |
Q4 2021 |
70 |
$202M |
| Strategic Wealth Partners Group, LLC |
Deerfield, IL |
Q1 2024 |
70 |
$906M |
| Strategic Wealth Partners, Ltd. |
Independence, OH |
Q4 2024 |
314 |
$1.2B |
| Strategies Wealth Advisors, LLC |
Grand Rapids, MI |
Q4 2024 |
124 |
$801M |
| StrategIQ Financial Group, LLC |
Merrillville, IN |
Q4 2023 |
317 |
$885M |
| STRATEGY ASSET MANAGERS LLC |
Pasadena, CA |
Q4 2024 |
244 |
$516M |
| Strategy Capital LLC |
Los Altos, CA |
Q4 2024 |
10 |
$1.23B |
| Stratford Consulting, LLC |
Addison, TX |
Q1 2020 |
83 |
$219M |
| Strathmore Capital Advisors, Inc. |
Charlotte, NC |
Q4 2024 |
37 |
$137M |
| StratiFi, LLC |
San Francisco, CA |
Q1 2018 |
2 |
$1.6K |
| Stratos Investment Management, LLC |
Beachwood, OH |
Q4 2024 |
272 |
$1.66B |
| Stratos Wealth Advisors, LLC |
Beachwood, OH |
Q4 2024 |
711 |
$2.09B |
| Stratos Wealth Partners, LTD. |
Beachwood, OH |
Q4 2024 |
1451 |
$7.08B |
| STRATTON MANAGEMENT CO |
King Of Prussia, PA |
Q4 2015 |
215 |
$824M |
| Strengthening Families & Communities, LLC |
Boston, MA |
Q4 2024 |
326 |
$176M |
| Strid Group, LLC |
Newtown Square, PA |
Q4 2024 |
60 |
$640M |
| STRINGER ASSET MANAGEMENT, LLC |
Memphis, TN |
Q3 2022 |
4 |
$7.16M |
| Strive Asset Management, LLC |
Dublin, OH |
Q4 2024 |
112 |
$133M |
| StrongBox Wealth, LLC |
Lee's Summit, MO |
Q4 2024 |
89 |
$236M |
| Strong Tower Advisory Services |
Minneapolis, MN |
Q1 2025 |
97 |
$407M |
| STRS OHIO |
Columbus, OH |
Q3 2024 |
1959 |
$26B |
| Stuart Chaussee & Associates, Inc. |
Palos Verdes Estates, CA |
Q4 2024 |
183 |
$403M |
| STUDIO INVESTMENT MANAGEMENT LLC |
Chicago, IL |
Q4 2024 |
325 |
$470M |
| Stumpf Capital Management LLC |
Scottsdale, AZ |
Q3 2020 |
26 |
$53.8M |
| Sturgeon Ventures LLP |
London, United Kingdom |
Q3 2023 |
43 |
$76M |
| Stux Capital Management, LLC |
New York, NY |
Q2 2014 |
444 |
$766M |
| STUYVESANT CAPITAL MANAGEMENT |
Armonk, NY |
Q4 2018 |
32 |
$41.1M |
| Styrax Capital, LP |
New York, NY |
Q4 2024 |
11 |
$1.18B |
| Successful Portfolios LLC |
Clearwater, FL |
Q1 2025 |
158 |
$147M |
| SUFFOLK CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2018 |
124 |
$521M |
| Sugarloaf Wealth Management, LLC |
Duluth, GA |
Q4 2024 |
686 |
$528M |
| Sugar Maple Asset Management, LLC |
Sister Bay, WI |
Q1 2025 |
66 |
$127M |
| Sullivan, Bruyette, Speros & Blaney, LLC |
Mclean, VA |
Q1 2021 |
416 |
$2.27B |
| Sulzberger Capital Advisors, Inc. |
Miami, FL |
Q1 2025 |
48 |
$76.1M |
| SUMITOMO LIFE INSURANCE CO |
Tokyo, Japan |
Q4 2024 |
270 |
$5.3B |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
Tokyo, Japan |
Q4 2024 |
778 |
$9.79B |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. |
Tokyo, Japan |
Q4 2024 |
134 |
$7.5B |
| Sumitomo Mitsui Trust Holdings, Inc. |
Minato Ku, Tokyo, Japan |
Q4 2024 |
1041 |
$148B |
| Summa Corp. |
Tomball, TX |
Q4 2024 |
61 |
$204M |
| SummerHaven Investment Management, LLC |
Stamford, CT |
Q1 2025 |
195 |
$143M |
| Summerhill Capital Management lnc. |
Toronto, Ontario, Canada |
Q4 2024 |
20 |
$134M |
| SUMMER ROAD LLC |
West Palm Beach, FL |
Q4 2024 |
25 |
$120M |
| Summit Asset Management, LLC |
Memphis, TN |
Q4 2024 |
161 |
$566M |
| SUMMIT CAPITAL MANAGEMENT LLC |
Seattle, WA |
Q1 2016 |
63 |
$221M |
| Summit Creek Advisors LLC |
Minneapolis, MN |
Q4 2024 |
69 |
$761M |
| Summit Equities Inc |
Parsippany, NJ |
Q3 2018 |
40 |
$601M |
| SUMMIT FINANCIAL GROUP, INC. |
Moorefield, WV |
Q1 2024 |
190 |
$281M |
| Summit Financial, LLC |
Parsippany, NJ |
Q4 2024 |
636 |
$2.85B |
| Summit Financial Strategies, Inc. |
Columbus, OH |
Q4 2024 |
148 |
$906M |
| Summit Financial Wealth Advisors, LLC |
Lafayette, LA |
Q4 2024 |
150 |
$511M |
| Summit Global Investments |
Bountiful, UT |
Q1 2025 |
426 |
$1.37B |
| Summit Global Management, Inc. |
San Diego, CA |
Q3 2014 |
24 |
$41.7M |
| SUMMIT INVESTMENT ADVISORS, INC. |
Hunt Valley, MD |
Q4 2024 |
55 |
$113M |
| Summit Investment Advisory Services, LLC |
Roseville, MN |
Q1 2025 |
68 |
$204M |
| SUMMIT PARTNERS L P |
Boston, MA |
Q4 2024 |
8 |
$2.23B |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC |
Boston, MA |
Q4 2024 |
67 |
$2.99B |
| Summit Place Financial Advisors, LLC |
Summit, NJ |
Q4 2024 |
90 |
$176M |
| Summit Rock Advisors, LP |
New York, NY |
Q4 2024 |
6 |
$295M |
| SUMMITRY LLC |
Foster City, CA |
Q4 2024 |
140 |
$2.04B |
| SUMMIT SECURITIES GROUP LLC |
New York, NY |
Q4 2024 |
476 |
$268M |
| Summit Street Capital Management, LLC |
New York, NY |
Q4 2024 |
31 |
$281M |
| Summit Trail Advisors, LLC |
New York, NY |
Q4 2024 |
390 |
$2.71B |
| SUMMITVIEW INVESTMENT MANAGEMENT |
Grand Cayman, Cayman Islands |
Q3 2017 |
3 |
$6.19M |
| Summit Wealth Group, LLC |
White River Junction, VT |
Q4 2024 |
98 |
$345M |
| Summit Wealth Partners, LLC |
Orlando, FL |
Q4 2024 |
199 |
$487M |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
San Ramon, CA |
Q4 2024 |
75 |
$323M |
| Summit X, LLC |
Chesterfield, MO |
Q4 2024 |
218 |
$451M |
| Sunbeam Capital Management, LLC |
Atlanta, GA |
Q4 2024 |
81 |
$108M |
| Sunbelt Securities, Inc. |
Houston, TX |
Q4 2024 |
1806 |
$1.14B |
| Sunburst Financial Group, LLC |
Vestavia Hills, AL |
Q4 2024 |
109 |
$404M |
| Suncoast Equity Management |
Tampa, FL |
Q4 2024 |
76 |
$896M |
| Sunesis Advisors, LLC |
Overland Park, KS |
Q4 2024 |
40 |
$165M |
| Sunflower Bank, N.A. |
Dallas, TX |
Q1 2025 |
128 |
$357M |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT |
Scottsdale, AZ |
Q3 2020 |
117 |
$299M |
| SUN LIFE FINANCIAL INC |
Toronto, Ontario, Canada |
Q4 2024 |
35 |
$1.79B |
| Sunnymeath Asset Management, Inc. |
Red Bank, NJ |
Q4 2016 |
138 |
$67.9M |
| Sunpointe, LLC |
St. Louis, MO |
Q4 2024 |
194 |
$199M |
| Sunriver Management LLC |
Greenwich, CT |
Q4 2024 |
19 |
$836M |
| SUNTRUST BANKS INC |
Atlanta, GA |
Q3 2019 |
1300 |
$19.1B |
| SunTx Capital Management Corp. |
Dallas, TX |
Q1 2022 |
1 |
$21.3M |
| SUN VALLEY GOLD LLC |
Sun Valley, ID |
Q3 2024 |
3 |
$63.2M |
| SUPERSTRING CAPITAL MANAGEMENT LP |
New York, NY |
Q4 2024 |
38 |
$114M |
| Supplemental Annuity Collective Trust of NJ |
Trenton, NJ |
Q4 2024 |
214 |
$340M |
| Surevest, LLC |
Los Angeles, CA |
Q3 2022 |
451 |
$368M |
| SurgoCap Partners LP |
New York, NY |
Q4 2024 |
10 |
$1.73B |
| SURIENCE PRIVATE WEALTH LLC |
Yakima, WA |
Q4 2024 |
23 |
$77.5M |
| SUSQUEHANNA ADVISORS GROUP, INC. |
Bala Cynwyd, PA |
Q4 2024 |
104 |
$2.7B |
| Susquehanna Capital Management, LLC |
Bala Cynwyd, PA |
Q4 2024 |
1 |
$254M |
| SUSQUEHANNA FINANCIAL GROUP, LLLP |
Bala Cynwyd, PA |
Q4 2024 |
2 |
$10.9M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC |
Bala Cynwyd, PA |
Q4 2024 |
1063 |
$5.96B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
Bala Cynwyd, PA |
Q4 2024 |
6116 |
$66.9B |
| Susquehanna Portfolio Strategies, LLC |
Bala Cynwyd, PA |
Q4 2024 |
16 |
$29.7M |
| SUSQUEHANNA TRUST & INVESTMENT CO |
Lititz, PA |
Q2 2015 |
110 |
$457M |
| Sustainable Growth Advisers, LP |
Stamford, CT |
Q4 2024 |
54 |
$19.9B |
| Sustainable Insight Capital Management, LLC |
New York, NY |
Q4 2024 |
73 |
$229M |
| SUTTON PLACE INVESTORS LLC |
Katonah, NY |
Q4 2024 |
129 |
$173M |
| Sutton Wealth Advisors Inc. |
Tampa, FL |
Q3 2023 |
893 |
$203M |
| SUVRETTA CAPITAL MANAGEMENT, LLC |
New York, NY |
Q4 2024 |
94 |
$2.7B |
| SVA Wealth Management, LLC |
Madison, WI |
Q4 2020 |
229 |
$1.15B |
| SVB Capital Management, LLC |
Menlo Park, CA |
Q4 2024 |
9 |
$69.4M |
| SVB Investment Services Inc. |
Salt Lake City, UT |
Q1 2022 |
42 |
$161M |
| SVB WEALTH LLC |
Boston, MA |
Q4 2024 |
749 |
$5.35B |
| Svennilson Peter |
San Francisco, CA |
Q3 2020 |
7 |
$1.23B |
| Svenska Handelsbanken AB (publ) |
Stockholm, Sweden |
Q4 2024 |
2 |
$623K |
| SVF Sponsor III (DE) LLC |
Menlo Park, CA |
Q4 2024 |
1 |
$216M |
| SV Health Investors, LLC |
Boston, MA |
Q3 2022 |
4 |
$32.3M |
| SWAN Capital LLC |
Pensacola, FL |
Q4 2024 |
380 |
$205M |
| Swan Global Investments, LLC |
Durango, CO |
Q4 2024 |
48 |
$2.07B |
| SWaN & Legend Advisors, LLC |
Leesburg, VA |
Q3 2024 |
2 |
$841K |
| SWARTHMORE GROUP INC |
Philadelphia, PA |
Q2 2022 |
46 |
$249M |
| Swedbank |
Stockholm, Sweden |
Q4 2020 |
125 |
$33.9B |
| Swedbank AB |
Stockholm, Sweden |
Q4 2024 |
692 |
$81.3B |
| SWEENEY & MICHEL, LLC |
Chico, CA |
Q1 2025 |
119 |
$229M |
| Sweet Financial Partners, LLC |
Fairmont, MN |
Q3 2024 |
198 |
$462M |
| Swift Run Capital Management, LLC |
Charlottesville, VA |
Q4 2020 |
44 |
$51.8M |
| SW Investment Management LLC |
Telluride, CO |
Q4 2024 |
14 |
$426M |
| Swisher Financial Concepts, Inc. |
Westerville, OH |
Q1 2025 |
80 |
$121M |
| Swiss National Bank |
Zurich, Switzerland |
Q4 2024 |
2440 |
$150B |
| swisspartners Advisors Ltd |
Zurich, Switzerland |
Q4 2024 |
25 |
$92.9M |
| swisspartners Ltd. |
Vaduz, Liechtenstein |
Q4 2022 |
73 |
$78.4M |
| SWISS RE LTD |
Zurich, Switzerland |
Q3 2024 |
1 |
$1.98M |
| SwitchPoint Financial Planning, LLC |
Lehi, UT |
Q4 2024 |
50 |
$104M |
| SWM Advisors |
St. Petersburg, FL |
Q3 2022 |
24 |
$106M |
| SWMG, LLC |
Fort Worth, TX |
Q4 2024 |
115 |
$251M |
| SWP FINANCIAL LLC |
San Diego, CA |
Q4 2024 |
67 |
$166M |
| SWS Partners |
Columbus, OH |
Q4 2024 |
118 |
$330M |
| Sycale Advisors (NY) LLC |
New York, NY |
Q4 2024 |
19 |
$320M |
| SYCAMORE PARTNERS MANAGEMENT, L.P. |
New York, NY |
Q4 2024 |
1 |
$387M |
| SYCOMORE ASSET MANAGEMENT |
Paris, France |
Q4 2024 |
73 |
$615M |
| SYKON CAPITAL LLC |
Harrison, NY |
Q4 2024 |
64 |
$290M |
| SYLEBRA CAPITAL LLC |
Palo Alto, CA |
Q4 2024 |
26 |
$2.67B |
| Sylebra Capital Ltd |
Hong Kong, Hong Kong |
Q3 2023 |
23 |
$1.88B |
| Sylvest Advisors, LLC |
Dallas, TX |
Q4 2024 |
74 |
$163M |
| Symetra Investment Management Co |
Farmington, CT |
Q4 2024 |
5 |
$404M |
| Symetra Life Insurance Co |
Bellevue, WA |
Q4 2019 |
1 |
$512K |
| SYM FINANCIAL Corp |
Winona Lake, IN |
Q4 2024 |
333 |
$774M |
| Symmetry Investments LP |
St Helier, Jersey |
Q4 2024 |
127 |
$1.67B |
| Symmetry Partners, LLC |
Glastonbury, CT |
Q4 2024 |
129 |
$703M |
| SYMONS CAPITAL MANAGEMENT INC |
Pittsburgh, PA |
Q3 2021 |
71 |
$156M |
| Symphony Financial, Ltd. Co. |
Houston, TX |
Q4 2024 |
222 |
$636M |
| Symphony Financial Services, Inc. |
Akron, OH |
Q4 2024 |
80 |
$124M |
| Syncona Portfolio Ltd |
St Peter Port, Guernsey |
Q4 2024 |
3 |
$53M |
| Synergy Asset Management, LLC |
Vancouver, WA |
Q4 2024 |
883 |
$1.26B |
| Synergy Financial Group, LTD |
San Ramon, CA |
Q4 2024 |
101 |
$120M |
| Synergy Investment Management, LLC |
Altamonte Springs, FL |
Q4 2024 |
636 |
$233M |
| SYNOVUS FINANCIAL CORP |
Columbus, GA |
Q4 2024 |
874 |
$7.86B |
| Syntal Capital Partners, LLC |
Midland, TX |
Q1 2024 |
14 |
$6.34M |
| SYNTAX RESEARCH, INC. |
Boca Raton, FL |
Q4 2024 |
183 |
$139M |
| Syntegra Private Wealth Group, LLC |
Chesterfield, MO |
Q4 2024 |
157 |
$885M |
| Syntrinsic LLC |
Denver, CO |
Q3 2024 |
75 |
$301M |
| SYON CAPITAL LLC |
San Francisco, CA |
Q4 2024 |
561 |
$1.11B |
| SYQUANT CAPITAL SAS |
Paris, France |
Q4 2024 |
6 |
$70.5M |
| Systelligence, LLC |
Bloomington, MN |
Q4 2024 |
43 |
$405M |
| Systematic Alpha Investments, LLC |
Princeton, NJ |
Q4 2024 |
228 |
$2.71B |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
Teaneck, NJ |
Q4 2024 |
251 |
$3.93B |
| System Two Advisors |
Summit, NJ |
Q1 2016 |
1 |
$23K |
| SYSTM Wealth Solutions LLC |
Chicago, IL |
Q3 2024 |
93 |
$3.29M |
| Systrade AG |
Vaduz, Liechtenstein |
Q1 2025 |
13 |
$71.8M |
| Syverson Strege & Co |
West Des Moines, IA |
Q4 2024 |
78 |
$300M |