| SIMARD JOHN |
Austin, TX |
|
|
$8.7T |
| STATE STREET CORP |
Boston, MA |
Q3 2025 |
|
$2.88T |
| Sergey Brin |
Palo Alto, CA |
|
|
$202.56B |
| Sumitomo Mitsui Trust Group, Inc. |
Minato Ku, Tokyo, Japan |
Q3 2025 |
|
$173.8B |
| Swiss National Bank |
Zurich, Switzerland |
Q3 2025 |
|
$172.35B |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
London, United Kingdom |
Q3 2025 |
|
$127.81B |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
Bloomington, IL |
Q3 2025 |
|
$125.86B |
| STIFEL FINANCIAL CORP |
St. Louis, MO |
Q3 2025 |
|
$109.53B |
| Swedbank AB |
Stockholm, Sweden |
Q3 2025 |
|
$98.65B |
| SEI INVESTMENTS CO |
Oaks, PA |
Q3 2025 |
|
$92.99B |
| Sanders Capital, LLC |
West Palm Beach, FL |
Q3 2025 |
|
$81.29B |
| SG Americas Securities, LLC |
New York, NY |
Q4 2025 |
|
$75.85B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
Bala Cynwyd, PA |
Q3 2025 |
|
$68.35B |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
Tallahassee, FL |
Q3 2025 |
|
$57.16B |
| Squarepoint Ops LLC |
New York, NY |
Q3 2025 |
|
$46.88B |
| STATE OF WISCONSIN INVESTMENT BOARD |
Madison, WI |
Q3 2025 |
|
$43.5B |
| SOFTBANK GROUP CORP. |
Tokyo, Japan |
Q3 2025 |
|
$40.81B |
| SANDS CAPITAL MANAGEMENT, LLC |
Arlington, VA |
Q3 2025 |
|
$36.25B |
| Swedbank |
Stockholm, Sweden |
Q4 2020 |
|
$33.94B |
| SC US (TTGP), LTD. |
Menlo Park, CA |
Q3 2025 |
|
$30.96B |
| State of Tennessee, Department of Treasury |
Nashville, TN |
Q3 2025 |
|
$30.03B |
| Silver Lake West HoldCo, L.P. |
Menlo Park, CA |
|
|
$29.39B |
| STRS OHIO |
Columbus, OH |
Q3 2025 |
|
$27.28B |
| State of New Jersey Common Pension Fund D |
Trenton, NJ |
Q3 2025 |
|
$27.18B |
| Skandinaviska Enskilda Banken AB (publ) |
Stockholm, Sweden |
Q3 2025 |
|
$24.92B |
| SCOTIA CAPITAL INC. |
Toronto, Ontario, Canada |
Q3 2025 |
|
$23.51B |
| Select Equity Group, L.P. |
New York, NY |
Q3 2025 |
|
$23.38B |
| SCHWARZMAN STEPHEN A |
New York, NY |
|
|
$21.29B |
| STATE OF MICHIGAN RETIREMENT SYSTEM |
Lansing, MI |
Q3 2025 |
|
$20.81B |
| Swiss Life Asset Management Ltd |
Zurich |
Q3 2025 |
|
$19.21B |
| SUNTRUST BANKS INC |
Atlanta, GA |
Q3 2019 |
|
$19.13B |
| Savant Capital, LLC |
Rockford, IL |
Q3 2025 |
|
$18.89B |
| Steward Partners Investment Advisory, LLC |
Stamford, CT |
Q3 2025 |
|
$17.45B |
| Sustainable Growth Advisers, LP |
Stamford, CT |
Q3 2025 |
|
$17.08B |
| Sequoia Financial Advisors, LLC |
Akron, OH |
Q3 2025 |
|
$16.4B |
| Sanctuary Advisors, LLC |
Indianapolis, IN |
Q3 2025 |
|
$15.21B |
| SGF FANG Holdings, LP |
Dallas, TX |
|
|
$15.21B |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
New York, NY |
Q3 2025 |
|
$15.11B |
| SAMUELI HENRY |
Irvine, CA |
|
|
$14.81B |
| Shinko Asset Management Co., Ltd. |
Tokyo, Japan |
Q3 2016 |
|
$14.74B |
| Schonfeld Strategic Advisors LLC |
New York, NY |
Q3 2025 |
|
$14.3B |
| SOCIETE GENERALE |
Paris France, France |
Q2 2016 |
|
$14.02B |
| SB INVESTMENT ADVISERS (UK) LTD |
London, United Kingdom |
Q3 2025 |
|
$13.27B |
| SVF Fast (Cayman) Ltd |
George Town, Grand Cayman, Cayman Islands |
|
|
$12.62B |
| SRS Investment Management, LLC |
New York, NY |
Q3 2025 |
|
$12.6B |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
Tokyo, Japan |
Q3 2025 |
|
$12.34B |
| Soroban Capital Partners LP |
New York, NY |
Q3 2025 |
|
$12.16B |
| Silver Lake Group, L.L.C. |
Menlo Park, CA |
Q3 2025 |
|
$11.64B |
| Santander Holdings USA, Inc. |
Boston, MA |
Q4 2021 |
|
$10.78B |
| State of Alaska, Department of Revenue |
Juneau, AK |
Q3 2025 |
|
$9.79B |
| Sarasin & Partners LLP |
London, United Kingdom |
Q4 2025 |
|
$9.63B |
| SLTA V (GP), L.L.C. |
Menlo Park, CA |
|
|
$9.29B |
| Schwab Charles R. |
Westlake, TX |
|
|
$9.25B |
| SCS Capital Management LLC |
Boston, MA |
Q3 2025 |
|
$9.18B |
| SLTA IV (GP), L.L.C. |
Menlo Park, CA |
|
|
$9.14B |
| SVF Investments (UK) Ltd |
London, United Kingdom |
|
|
$8.86B |
| SYNOVUS FINANCIAL CORP |
Columbus, GA |
Q3 2025 |
|
$8.74B |
| Stratos Wealth Partners, LTD. |
Beachwood, OH |
Q3 2025 |
|
$8.48B |
| STEPHENS INC /AR/ |
Little Rock, AR |
Q3 2025 |
|
$7.84B |
| SATURNA CAPITAL CORP |
Bellingham, WA |
Q3 2025 |
|
$7.76B |
| Stephens Investment Management Group LLC |
Houston, TX |
Q3 2025 |
|
$7.71B |
| SEGALL BRYANT & HAMILL, LLC |
Chicago, IL |
Q3 2025 |
|
$7.51B |
| Sculptor Capital LP |
New York, NY |
Q3 2025 |
|
$7.25B |
| Summit Trail Advisors, LLC |
New York, NY |
Q3 2025 |
|
$7.23B |
| SAMLYN CAPITAL, LLC |
New York, NY |
Q3 2025 |
|
$7.04B |
| Sterling Capital Management LLC |
Charlotte, NC |
Q3 2025 |
|
$6.83B |
| SVF Swift (Cayman) Ltd |
George Town, Grand Cayman, Cayman Islands |
|
|
$6.81B |
| Summit Financial, LLC |
Parsippany, NJ |
Q3 2025 |
|
$6.55B |
| SAPIENT CAPITAL LLC |
Indianapolis, IN |
Q3 2025 |
|
$6.5B |
| Slate Path Capital LP |
New York, NY |
Q3 2025 |
|
$6.46B |
| SIGNATUREFD, LLC |
Atlanta, GA |
Q3 2025 |
|
$6.34B |
| SOROS FUND MANAGEMENT LLC |
New York, NY |
Q3 2025 |
|
$6.32B |
| Susquehanna Portfolio Strategies, LLC |
Bala Cynwyd, PA |
Q3 2025 |
|
$6.3B |
| STEVENS MARK A |
Santa Clara, CA |
|
|
$6.26B |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. |
Tokyo, Japan |
Q3 2025 |
|
$6.25B |
| STRYKER RONDA E |
Portage, MI |
|
|
$6B |
| SPOT TRADING L.L.C. |
Chicago, IL |
Q3 2017 |
|
$5.81B |
| Starboard Value LP |
New York, NY |
Q3 2025 |
|
$5.58B |
| STEADFAST CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2025 |
|
$5.53B |
| SHOEN MARK V |
Phoenix, AZ |
|
|
$5.48B |
| SCGE MANAGEMENT, L.P. |
Menlo Park, CA |
Q3 2025 |
|
$5.43B |
| Saba Capital Management, L.P. |
New York, NY |
Q3 2025 |
|
$5.34B |
| SCHLOSBERG HILTON H |
Corona, CA |
|
|
$5.31B |
| SNYDER CAPITAL MANAGEMENT L P |
San Francisco, CA |
Q3 2025 |
|
$5.29B |
| SACKS RODNEY C |
Corona, CA |
|
|
$5.2B |
| Smead Capital Management, Inc. |
Phoenix, AZ |
Q3 2025 |
|
$5.18B |
| Stockbridge Partners LLC |
Boston, MA |
Q3 2025 |
|
$5.17B |
| South Dakota Investment Council |
Sioux Falls, SD |
Q3 2025 |
|
$5.14B |
| SHOEN EDWARD J |
Phoenix, AZ |
|
|
$5.08B |
| Skye Global Management LP |
West Palm Beach, FL |
Q3 2025 |
|
$4.97B |
| Simplify Asset Management Inc. |
Las Vegas, NV |
Q3 2025 |
|
$4.93B |
| SIT INVESTMENT ASSOCIATES INC |
Minneapolis, MN |
Q3 2025 |
|
$4.93B |
| SAGESPRING WEALTH PARTNERS, LLC |
Franklin, TN |
Q4 2025 |
|
$4.86B |
| Sentry Investments Corp. |
Toronto, Ontario, Canada |
Q1 2018 |
|
$4.72B |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
Los Angeles, CA |
Q3 2025 |
|
$4.68B |
| SHELTON CAPITAL MANAGEMENT |
Denver, CO |
Q3 2025 |
|
$4.67B |
| SIMPLEX TRADING, LLC |
Chicago, IL |
Q3 2025 |
|
$4.53B |
| Stonegate Investment Group, LLC |
Birmingham, AL |
Q3 2025 |
|
$4.31B |
| SVF Sponsor III (DE) LLC |
Menlo Park, CA |
Q3 2025 |
|
$4.26B |
| SCOPUS ASSET MANAGEMENT, L.P. |
New York, NY |
Q3 2025 |
|
$4.2B |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
Teaneck, NJ |
Q3 2025 |
|
$4.11B |
| Sessa Capital IM, L.P. |
New York, NY |
Q3 2025 |
|
$3.98B |
| SCHARF INVESTMENTS, LLC |
Los Gatos, CA |
Q3 2025 |
|
$3.98B |
| Subramanya Girish |
Marlborough, MA |
|
|
$3.94B |
| Socrates Trust |
New York, NY |
|
|
$3.94B |
| SMITH FREDERICK W |
Memphis, TN |
|
|
$3.93B |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
New York, NY |
Q3 2025 |
|
$3.87B |
| SBI Securities Co., Ltd. |
Tokyo, Japan |
Q3 2025 |
|
$3.87B |
| Southpoint Capital Advisors LP |
New York, NY |
Q3 2025 |
|
$3.83B |
| SECURIAN ASSET MANAGEMENT, INC |
St Paul, MN |
Q3 2025 |
|
$3.78B |
| Snowden Capital Advisors LLC |
New York, NY |
Q3 2025 |
|
$3.66B |
| Simplicity Solutions, LLC |
Minneapolis, MN |
Q4 2023 |
|
$3.63B |
| SCHWARTZ ALICE N |
Hercules, CA |
|
|
$3.59B |
| Sachem Head Capital Management LP |
New York, NY |
Q3 2025 |
|
$3.54B |
| Stonehage Fleming Financial Services Holdings Ltd |
St. Helier, Jersey |
Q3 2025 |
|
$3.53B |
| SurgoCap Partners LP |
New York, NY |
Q3 2025 |
|
$3.52B |
| Sigma Planning Corp |
Ann Arbor, MI |
Q3 2025 |
|
$3.52B |
| SALEM INVESTMENT COUNSELORS INC |
Winston Salem, NC |
Q3 2025 |
|
$3.49B |
| Silver Point Capital L.P. |
Greenwich, CT |
Q3 2025 |
|
$3.4B |
| SUVRETTA CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2025 |
|
$3.32B |
| Scilex Holding Co |
Palo Alto, CA |
|
|
$3.29B |
| SigFig Wealth Management, LLC |
San Francisco, CA |
Q3 2025 |
|
$3.23B |
| SUSQUEHANNA ADVISORS GROUP, INC. |
Bala Cynwyd, PA |
Q3 2025 |
|
$3.23B |
| SUMITOMO LIFE INSURANCE CO |
Tokyo |
Q3 2025 |
|
$3.22B |
| STOCK YARDS BANK & TRUST CO |
Louisville, KY |
Q3 2025 |
|
$3.19B |
| Senvest Management, LLC |
New York, NY |
Q3 2025 |
|
$3.11B |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC |
Boston, MA |
Q3 2025 |
|
$3.07B |
| Systematic Alpha Investments, LLC |
Princeton, NJ |
Q3 2025 |
|
$3.04B |
| SOUND SHORE MANAGEMENT INC /CT/ |
Greenwich, CT |
Q3 2025 |
|
$3.03B |
| Spot Trading L.L.C |
Chicago, IL |
Q1 2017 |
|
$3.01B |
| SCHWARTZ INVESTMENT COUNSEL INC |
Plymouth, MI |
Q3 2025 |
|
$2.98B |
| SteelPeak Wealth, LLC |
Woodland Hills, CA |
Q3 2025 |
|
$2.98B |
| Spire Wealth Management |
Mclean, VA |
Q3 2025 |
|
$2.94B |
| SageView Advisory Group, LLC |
Newport Beach, CA |
Q3 2025 |
|
$2.9B |
| Silvant Capital Management LLC |
Atlanta, GA |
Q3 2025 |
|
$2.88B |
| Sand Hill Global Advisors, LLC |
Palo Alto, CA |
Q3 2025 |
|
$2.84B |
| Siren, L.L.C. |
Greenwich, CT |
Q3 2025 |
|
$2.75B |
| Synergy Asset Management, LLC |
Vancouver, WA |
Q3 2025 |
|
$2.72B |
| Senator Investment Group LP |
New York, NY |
Q3 2025 |
|
$2.71B |
| SPROTT INC. |
Toronto, Ontario, Canada |
Q3 2025 |
|
$2.67B |
| STONE WILLIAM C |
Windsor, CT |
|
|
$2.67B |
| Saudi Central Bank |
Riyadh, Saudi Arabia |
Q3 2025 |
|
$2.63B |
| SAYLOR MICHAEL J |
Tysons Corner, VA |
|
|
$2.62B |
| Sowell Financial Services LLC |
North Little Rock, AR |
Q3 2025 |
|
$2.61B |
| SCHWARTZ STEVEN D |
Hercules, CA |
|
|
$2.58B |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC |
Bala Cynwyd, PA |
Q3 2025 |
|
$2.56B |
| SONA ASSET MANAGEMENT (US) LLC |
New York, NY |
Q3 2025 |
|
$2.54B |
| ST GERMAIN D J CO INC |
Springfield, MA |
Q3 2025 |
|
$2.5B |
| SYLEBRA CAPITAL LLC |
Palo Alto, CA |
Q3 2025 |
|
$2.44B |
| STALEY CAPITAL ADVISERS INC |
Pittsburgh, PA |
Q3 2025 |
|
$2.43B |
| Stratos Investment Management, LLC |
Beachwood, OH |
Q3 2025 |
|
$2.42B |
| SummitTX Capital, L.P. |
Fort Worth, TX |
Q3 2025 |
|
$2.4B |
| Sandy Spring Bank |
Olney, MD |
Q1 2025 |
|
$2.38B |
| SUMMITRY LLC |
Foster City, CA |
Q3 2025 |
|
$2.37B |
| SOUTH TEXAS MONEY MANAGEMENT LTD |
San Antonio, TX |
Q3 2019 |
|
$2.36B |
| Sylebra Capital Ltd |
Hong Kong, Hong Kong |
Q3 2023 |
|
$2.31B |
| SHAPIRO CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q3 2025 |
|
$2.31B |
| SEIZERT CAPITAL PARTNERS, LLC |
Birmingham, MI |
Q3 2025 |
|
$2.31B |
| StoneX Group Inc. |
New York, NY |
Q3 2025 |
|
$2.29B |
| Strategic Blueprint, LLC |
Atlanta, GA |
Q3 2025 |
|
$2.29B |
| Sullivan, Bruyette, Speros & Blaney, LLC |
Mclean, VA |
Q1 2021 |
|
$2.27B |
| Swan Global Investments, LLC |
Durango, CO |
Q3 2025 |
|
$2.26B |
| Steele Capital Management, Inc. |
Dubuque, IA |
Q3 2025 |
|
$2.25B |
| SEABOARD FLOUR LLC |
Chestnut Hill, MA |
|
|
$2.25B |
| Smithfield Trust Co |
Pittsburgh, PA |
Q3 2025 |
|
$2.24B |
| SIMON QUICK ADVISORS, LLC |
Morristown, NJ |
Q3 2025 |
|
$2.21B |
| Savvy Advisors, Inc. |
New York, NY |
Q3 2025 |
|
$2.18B |
| SouthState Bank Corp |
Winter Haven, FL |
Q3 2025 |
|
$2.17B |
| Situational Awareness LP |
San Francisco, CA |
Q3 2025 |
|
$2.16B |
| Sageworth Trust Co |
Lancaster, PA |
Q3 2025 |
|
$2.15B |
| Susan Lieberman Dell Separate Property Trust |
Hampton, NH |
|
|
$2.14B |
| Shaolin Capital Management LLC |
Miami, FL |
Q3 2025 |
|
$2.11B |
| Stratos Wealth Advisors, LLC |
Beachwood, OH |
Q3 2025 |
|
$2.08B |
| SCHULTZ HOWARD D |
Seattle, WA |
|
|
$2.04B |
| SMITH ASSET MANAGEMENT GROUP LP |
Dallas, TX |
Q2 2021 |
|
$2.04B |
| Standard Investments LLC |
New York, NY |
Q3 2025 |
|
$2.03B |
| STACK EDWARD W |
Coraopolis, PA |
|
|
$2.02B |
| Strategic Financial Services, Inc. |
Utica, NY |
Q3 2025 |
|
$1.99B |
| SOMA EQUITY PARTNERS LP |
San Francisco, CA |
Q3 2025 |
|
$1.99B |
| Sumitomo Chemical Co., Ltd. |
Tokyo |
|
|
$1.97B |
| SOPC Holdings West LLC |
Houston, TX |
|
|
$1.96B |
| SUN LIFE FINANCIAL INC |
Toronto |
Q3 2025 |
|
$1.96B |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ |
Memphis, TN |
Q3 2025 |
|
$1.96B |
| SMITH PATRICK W |
Scottsdale, AZ |
|
|
$1.94B |
| Smith Salley Wealth Management |
Greensboro, NC |
Q3 2025 |
|
$1.94B |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd |
Tortola,, Virgin Islands, British |
Q3 2025 |
|
$1.93B |
| Stairway Partners, LLC |
Minneapolis, MN |
Q4 2025 |
|
$1.93B |
| SIGMA INVESTMENT COUNSELORS INC |
Northville, MI |
Q3 2025 |
|
$1.93B |
| Saratoga Research & Investment Management |
Saratoga, CA |
Q3 2025 |
|
$1.92B |
| SRB CORP |
Boston, MA |
Q3 2025 |
|
$1.89B |
| Spyglass Capital Management LLC |
San Francisco, CA |
Q3 2025 |
|
$1.88B |
| Soleus Capital Management, L.P. |
Greenwich, CT |
Q3 2025 |
|
$1.87B |
| SYON CAPITAL LLC |
San Francisco, CA |
Q3 2025 |
|
$1.86B |
| SAX WEALTH ADVISORS, LLC |
Parsippany, NJ |
Q3 2025 |
|
$1.86B |
| SVB WEALTH LLC |
Boston, MA |
Q3 2025 |
|
$1.86B |
| SEIFFER JONATHAN A |
Los Angeles, CA |
|
|
$1.86B |
| SOFI WEALTH, LLC |
San Francisco, CA |
Q3 2025 |
|
$1.86B |
| Sather Financial Group Inc |
Victoria, TX |
Q3 2025 |
|
$1.84B |
| Scottrade Investment Management |
Saint Louis, MO |
Q3 2017 |
|
$1.84B |
| Sound Income Strategies, LLC |
Ft Lauderdale, FL |
Q3 2025 |
|
$1.83B |
| Siemens Fonds Invest GmbH |
Munich |
Q3 2025 |
|
$1.83B |
| SPINNAKER TRUST |
Portland, ME |
Q3 2025 |
|
$1.8B |
| Sabal Trust CO |
St. Petersburg, FL |
Q1 2025 |
|
$1.8B |
| Spear Holdings RSC Ltd |
Dubai, United Arab Emirates |
Q3 2025 |
|
$1.78B |
| Silicon Valley Community Foundation |
Mountain View, CA |
Q2 2025 |
|
$1.77B |
| SUMMIT PARTNERS L P |
Boston, MA |
Q3 2025 |
|
$1.75B |
| Sage Mountain Advisors LLC |
Atlanta, GA |
Q3 2025 |
|
$1.75B |
| Smith Group Asset Management, LLC |
Dallas, TX |
Q3 2025 |
|
$1.74B |
| Slootman Frank |
Bozeman, MT |
|
|
$1.73B |
| Simplicity Wealth,LLC |
Summit, NJ |
Q3 2025 |
|
$1.73B |
| SIEMENS AG |
Munich |
Q3 2025 |
|
$1.72B |
| Summit Global Investments |
Bountiful, UT |
Q3 2025 |
|
$1.71B |
| STAHL MURRAY |
New York, NY |
|
|
$1.69B |
| Sepio Capital, LP |
Salt Lake City, UT |
Q3 2025 |
|
$1.69B |
| STARKS DANIEL J |
St Paul, MN |
|
|
$1.69B |
| Scheer, Rowlett & Associates Investment Management Ltd. |
Toronto, Ontario, Canada |
Q3 2025 |
|
$1.68B |
| Segment Wealth Management, LLC |
Houston, TX |
Q3 2025 |
|
$1.67B |
| Silbermann Benjamin |
San Francisco, CA |
|
|
$1.67B |
| STEELHEAD PARTNERS LLC |
Seattle, WA |
Q3 2025 |
|
$1.67B |
| S&CO INC |
Boston, MA |
Q3 2025 |
|
$1.63B |
| Sofinnova Investments, Inc. |
Menlo Park, CA |
Q3 2025 |
|
$1.63B |
| SVF II SPAC Investment 3 (DE) LLC |
San Carlos, CA |
|
|
$1.62B |
| Smartleaf Asset Management LLC |
Boston, MA |
Q3 2025 |
|
$1.62B |
| Shellback Capital, LP |
Boston, MA |
Q3 2025 |
|
$1.58B |
| Sarowitz Steven I |
Arlington Heights, IL |
|
|
$1.53B |
| Strategy Capital LLC |
Los Altos, CA |
Q3 2025 |
|
$1.51B |
| Simmons Bank |
Pine Bluff, AR |
Q3 2025 |
|
$1.5B |
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
Little Rock, AR |
Q4 2025 |
|
$1.5B |
| Sound View Wealth Advisors Group, LLC |
Savannah, GA |
Q4 2025 |
|
$1.49B |
| Sourcerock Group LLC |
Denver, CO |
Q3 2025 |
|
$1.47B |
| SAGE FINANCIAL GROUP INC |
W. Conshohocken, PA |
Q3 2025 |
|
$1.47B |
| SSI INVESTMENT MANAGEMENT LLC |
Los Angeles, CA |
Q3 2025 |
|
$1.47B |
| Sunbelt Securities, Inc. |
Houston, TX |
Q3 2025 |
|
$1.45B |
| Soltis Investment Advisors LLC |
St. George, UT |
Q3 2025 |
|
$1.45B |
| SFMG, LLC |
Plano, TX |
Q3 2025 |
|
$1.44B |
| Sandhill Capital Partners LLC |
Buffalo, NY |
Q3 2025 |
|
$1.43B |
| SRINIVASAN MALLIKA |
Chennai |
|
|
$1.43B |
| Sienna Gestion |
Paris, France |
Q3 2025 |
|
$1.43B |
| Stony Point Capital LLC |
New York, NY |
Q3 2025 |
|
$1.43B |
| Sonora Investment Management Group, LLC |
Tucson, AZ |
Q3 2025 |
|
$1.41B |
| SANDS ROBERT |
Rochester, NY |
|
|
$1.41B |
| Stonebridge Capital Advisors LLC |
St Paul, MN |
Q3 2025 |
|
$1.4B |
| Sanken Electric Co., Ltd. |
Manchester, NH |
|
|
$1.38B |
| Shriram Kavitark Ram |
Mountain View, CA |
|
|
$1.37B |
| Styrax Capital, LP |
New York, NY |
Q3 2025 |
|
$1.36B |
| SCHWARTZ NORMAN D |
Hercules, CA |
|
|
$1.35B |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
Neenah, WI |
Q3 2025 |
|
$1.34B |
| STATE AUTOMOBILE MUTUAL INSURANCE CO |
Columbus, OH |
|
|
$1.34B |
| Strategic Wealth Partners, Ltd. |
Independence, OH |
Q3 2025 |
|
$1.34B |
| SILVER OAK SECURITIES, INCORPORATED |
Jackson, TN |
Q3 2025 |
|
$1.34B |
| SANDS RICHARD |
Rochester, NY |
|
|
$1.33B |
| SMITH, MOORE & CO. |
Clayton, MO |
Q3 2025 |
|
$1.31B |
| Seilern Investment Management Ltd |
London |
Q4 2025 |
|
$1.29B |
| SADOFF INVESTMENT MANAGEMENT LLC |
Milwaukee, WI |
Q3 2022 |
|
$1.28B |
| SPC Financial, Inc. |
Rockville, MD |
Q3 2025 |
|
$1.28B |
| SPT Invest Management Sarl |
Contern |
Q3 2025 |
|
$1.26B |
| SP Asset Management LLC |
Cupertino, CA |
Q3 2025 |
|
$1.26B |
| Stadion Money Management, LLC |
Watkinsville, GA |
Q3 2025 |
|
$1.25B |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD |
Toronto, Ontario, Canada |
Q3 2025 |
|
$1.25B |
| SEVEN GRAND MANAGERS, LLC |
Bronxville, NY |
Q3 2025 |
|
$1.23B |
| Symmetry Investments LP |
St Helier |
Q3 2025 |
|
$1.23B |
| Sixth Street Partners Management Company, L.P. |
Dallas, TX |
Q3 2025 |
|
$1.23B |
| Svennilson Peter |
San Francisco, CA |
Q3 2020 |
|
$1.23B |
| Schechter Investment Advisors, LLC |
Birmingham, MI |
Q1 2025 |
|
$1.21B |
| SHUFRO ROSE & CO LLC |
New York, NY |
Q3 2025 |
|
$1.21B |
| Stack Financial Management, Inc |
Whitefish, MT |
Q3 2025 |
|
$1.21B |
| Sone Capital Management, LLC |
New York, NY |
Q3 2025 |
|
$1.19B |
| SPX Gestao de Recursos Ltda |
Rio De Janeiro, Brazil |
Q3 2025 |
|
$1.19B |
| Strategic Wealth Investment Group, LLC |
Louisville, KY |
Q3 2025 |
|
$1.19B |
| Summit Financial Strategies, Inc. |
Columbus, OH |
Q3 2025 |
|
$1.17B |
| STEWART WEST INDIES TRADING CO., LTD |
Boulder, CO |
Q1 2018 |
|
$1.16B |
| SlateStone Wealth, LLC |
Jupiter, FL |
Q3 2025 |
|
$1.16B |
| SMITH CHAS P & ASSOCIATES PA CPAS |
Lakeland, FL |
Q3 2025 |
|
$1.15B |
| SNS Financial Group, LLC |
Minneapolis, MN |
Q3 2025 |
|
$1.15B |
| SVA Wealth Management, LLC |
Madison, WI |
Q4 2020 |
|
$1.15B |
| SIH Partners, LLLP |
Wilmington, DE |
Q3 2025 |
|
$1.14B |
| Stonebridge Financial Group, LLC |
Wormleysburg, PA |
Q3 2025 |
|
$1.14B |
| Sovran Advisors, LLC |
San Diego, CA |
Q3 2025 |
|
$1.13B |
| SCHULZE RICHARD M |
Eden Prairie, MN |
|
|
$1.12B |
| Sundheim Daniel S. |
New York, NY |
|
|
$1.12B |
| Sutardja, Pantas |
San Jose, CA |
|
|
$1.12B |
| SOL Capital Management CO |
Rockville, MD |
Q3 2025 |
|
$1.12B |
| SIR Capital Management, L.P. |
New York, NY |
Q3 2025 |
|
$1.11B |
| Salomon & Ludwin, LLC |
Richmond, VA |
Q3 2025 |
|
$1.11B |
| Smith Anglin Financial, LLC |
Dallas, TX |
Q2 2025 |
|
$1.1B |
| Signal Advisors Wealth, LLC |
Detroit, MI |
Q3 2025 |
|
$1.1B |
| Sheaff Brock Investment Advisors, LLC |
Indianapolis, IN |
Q1 2025 |
|
$1.09B |
| SORA INVESTORS LLC |
Bryn Mawr, PA |
Q3 2025 |
|
$1.08B |
| Syntegra Private Wealth Group, LLC |
Chesterfield, MO |
Q3 2025 |
|
$1.06B |
| Silicon Valley Capital Partners |
San Jose, CA |
Q3 2025 |
|
$1.06B |
| Stokes Family Office, LLC |
New Orleans, LA |
Q3 2025 |
|
$1.05B |
| Shepherd Financial Partners LLC |
Winchester, MA |
Q3 2025 |
|
$1.05B |
| Steigerwald, Gordon & Koch Inc. |
Leesburg, VA |
Q3 2025 |
|
$1.04B |
| SEEYOND |
Paris, France |
Q4 2022 |
|
$1.03B |
| SHENKMAN CAPITAL MANAGEMENT INC |
New York, NY |
Q3 2025 |
|
$1.02B |
| Segantii Capital Management Ltd |
Hong Kong, Hong Kong |
Q1 2024 |
|
$1.01B |
| Suncoast Equity Management |
Tampa, FL |
Q3 2025 |
|
$1B |
| SG Capital Management LLC |
Chicago, IL |
Q3 2025 |
|
$998.15M |
| Silver Lake West VoteCo, L.L.C. |
Menlo Park, CA |
Q3 2025 |
|
$997.19M |
| SHELL ASSET MANAGEMENT CO |
The Hague |
Q3 2025 |
|
$995.66M |
| SENTINEL TRUST CO LBA |
Houston, TX |
Q3 2025 |
|
$981.31M |
| SWF LLC |
Omaha, NE |
Q3 2025 |
|
$975.65M |
| Strategies Wealth Advisors, LLC |
Grand Rapids, MI |
Q3 2025 |
|
$961.53M |
| STANSBERRY ASSET MANAGEMENT, LLC |
Westlake, TX |
Q3 2025 |
|
$955.87M |
| SPIREPOINT PRIVATE CLIENT, LLC |
Vero Beach, FL |
Q3 2025 |
|
$951.11M |
| Soroban Opportunities Master Fund LP |
New York, NY |
|
|
$950.94M |
| SeaCrest Wealth Management, LLC |
Purchase, NY |
Q3 2025 |
|
$947.93M |
| Sloy Dahl & Holst, LLC |
Vancouver, WA |
Q3 2025 |
|
$943.72M |
| SCHF (GPE), LLC |
Wilson, WY |
Q3 2025 |
|
$937.97M |
| SYM FINANCIAL Corp |
Winona Lake, IN |
Q3 2025 |
|
$934.67M |
| SILVER STAR DEVELOPMENTS LTD |
Taoyuan Taiwan, Taiwan, Province of China |
|
|
$927.79M |
| Sunriver Management LLC |
Greenwich, CT |
Q3 2025 |
|
$919.97M |
| Symmetry Partners, LLC |
Glastonbury, CT |
Q3 2025 |
|
$918.4M |
| Southeast Asset Advisors, LLC |
Thomasville, GA |
Q3 2025 |
|
$918.32M |
| Sudhir Srivastava |
New York, NY |
|
|
$914.97M |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC |
Springfield, MA |
Q3 2025 |
|
$914.93M |
| Speiser Michael L |
Palo Alto, CA |
|
|
$913.24M |
| SB Global Advisers Ltd |
London, United Kingdom |
Q4 2022 |
|
$911.69M |
| Sierra Capital LLC |
Miami, FL |
Q3 2025 |
|
$911.6M |
| Su Lisa T |
Santa Clara, CA |
|
|
$908.66M |
| Strategic Wealth Partners Group, LLC |
Deerfield, IL |
Q1 2024 |
|
$906.2M |
| SIGNET FINANCIAL MANAGEMENT, LLC |
Parsippany, NJ |
Q4 2025 |
|
$894.8M |
| Sagefield Capital LP |
Dallas, TX |
Q3 2025 |
|
$894.32M |
| Stillwater Capital Advisors, LLC |
Devon, PA |
Q3 2025 |
|
$888.24M |
| Series U of UM Partners, LLC |
Hanover, PA |
|
|
$887.38M |
| StrategIQ Financial Group, LLC |
Merrillville, IN |
Q4 2023 |
|
$885.29M |
| SHEETS SMITH WEALTH MANAGEMENT |
Winston Salem, NC |
Q3 2025 |
|
$883.54M |
| SAVILLE PAUL C |
Reston, VA |
|
|
$879.54M |
| State of Wyoming |
Cheyenne, WY |
Q3 2025 |
|
$877.32M |
| Sijbrandij Sytse |
San Francisco, CA |
|
|
$875.87M |
| SIMMONS FIRST TRUST CO NA |
Pine Bluff, AR |
Q4 2015 |
|
$875.37M |
| Smith, Graham & Co., Investment Advisors, LP |
Houston, TX |
Q4 2023 |
|
$868.06M |
| Sprott Eric |
Toronto, Ontario, Canada |
|
|
$854.28M |
| Sendero Wealth Management, LLC |
San Antonio, TX |
Q3 2025 |
|
$853.28M |
| Slow Capital, Inc. |
Greenbrae, CA |
Q3 2025 |
|
$851.07M |
| Simcoe Capital Management, LLC |
New York, NY |
Q3 2025 |
|
$850M |
| Southern Farm Bureau Life Insurance |
Jackson, MS |
Q3 2025 |
|
$847.9M |
| Schneider Downs Wealth Management Advisors, LP |
Pittsburgh, PA |
Q3 2025 |
|
$842.72M |
| Souders Financial Advisors |
Cincinnati, OH |
Q3 2025 |
|
$840.89M |
| Sinha Bipul |
Palo Alto, CA |
|
|
$840.78M |
| STEEL GROVE CAPITAL ADVISORS, LLC |
Memphis, TN |
Q3 2025 |
|
$837.82M |
| Spectrum Wealth Counsel, LLC |
Indianapolis, IN |
Q1 2025 |
|
$832.89M |
| STRATTON MANAGEMENT CO |
King Of Prussia, PA |
Q4 2015 |
|
$823.66M |
| Symphony Financial, Ltd. Co. |
Houston, TX |
Q3 2025 |
|
$821.69M |
| SAWGRASS ASSET MANAGEMENT LLC |
Ponte Vedra Beach, FL |
Q3 2025 |
|
$809.75M |
| SILVERBACK ASSET MANAGEMENT LLC |
Chapel Hill, NC |
Q3 2025 |
|
$806.47M |
| Stockman Wealth Management, Inc. |
Billings, MT |
Q3 2025 |
|
$805.82M |
| Savoie Capital LLC |
Chicago, IL |
Q2 2025 |
|
$804.56M |
| STERN ZACHARY M |
Delray Beach, FL |
|
|
$802.75M |
| St. Louis Trust Co |
Saint Louis, MO |
Q3 2025 |
|
$802.11M |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC |
Highlands Ranch, CO |
Q3 2025 |
|
$801.17M |
| Sonora Investment Management, LLC |
Tucson, AZ |
Q3 2021 |
|
$797.72M |
| Strid Group, LLC |
Newtown Square, PA |
Q3 2025 |
|
$786.96M |
| Sharkey, Howes & Javer |
Denver, CO |
Q3 2025 |
|
$778.09M |
| SOUTHERNSUN ASSET MANAGEMENT, LLC |
Memphis, TN |
Q3 2025 |
|
$771.78M |
| SIRIOS CAPITAL MANAGEMENT L P |
Boston, MA |
Q3 2025 |
|
$768.22M |
| Samsara BioCapital, LLC |
Palo Alto, CA |
Q3 2025 |
|
$765.93M |
| Stux Capital Management, LLC |
New York, NY |
Q2 2014 |
|
$765.88M |
| South Street Advisors LLC |
New York, NY |
Q3 2025 |
|
$763.04M |
| STEVENS CAPITAL MANAGEMENT LP |
Radnor, PA |
Q3 2025 |
|
$754.2M |
| S-Bank Fund Management Ltd |
Helsinki, Finland |
Q3 2025 |
|
$753.54M |
| Sandler Ricky C |
New York, NY |
|
|
$751.36M |
| Sciarra Paul Cahill |
Denver, CO |
|
|
$746.06M |
| STRATEGIC PLANNING GROUP, LLC |
Bountiful, UT |
Q3 2025 |
|
$739.78M |
| SJS Investment Consulting Inc. |
Sylvania, OH |
Q3 2025 |
|
$730.87M |
| SP Asset Management |
Cupertino, CA |
Q3 2022 |
|
$730.71M |
| STEERS ROBERT HAMILTON |
New York, NY |
|
|
$728.93M |
| SVF II Strategic Investments AIV LLC |
Menlo Park, CA |
|
|
$726.69M |
| Skylands Capital, LLC |
Milwaukee, WI |
Q3 2025 |
|
$723.49M |
| SKBA CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q3 2025 |
|
$723.35M |
| Silver Run Sponsor, LLC |
Houston, TX |
|
|
$719.73M |
| SCOPIA CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2025 |
|
$712.68M |
| Sisitsky Todd Benjamin |
San Francisco, CA |
|
|
$709.5M |
| Sankar Shyam |
Denver, CO |
|
|
$706.9M |
| Sava Infond d.o.o. |
Maribor, Slovenia |
Q3 2025 |
|
$705.32M |
| Sargent Investment Group, LLC |
Bethesda, MD |
Q3 2025 |
|
$701.71M |
| Stanley-Laman Group, Ltd. |
Berwyn, PA |
Q3 2025 |
|
$700.57M |
| SNOW CAPITAL MANAGEMENT LP |
Sewickley, PA |
Q2 2021 |
|
$699.51M |
| SkyView Investment Advisors, LLC |
Shrewsbury, NJ |
Q2 2025 |
|
$697.86M |
| Steadview Capital Management LLC |
San Francisco, CA |
Q3 2025 |
|
$697.71M |
| Strategic Point Investment Advisors, LLC |
Providence, RI |
Q3 2025 |
|
$696.35M |
| SR ONE CAPITAL MANAGEMENT, LP |
Wayne, PA |
Q3 2025 |
|
$691.41M |
| SILVERARC CAPITAL MANAGEMENT, LLC |
Boston, MA |
Q3 2025 |
|
$690.73M |
| Strategic Financial Concepts, LLC |
San Antonio, TX |
Q3 2025 |
|
$688.13M |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
Chadds Ford, PA |
Q3 2025 |
|
$687.89M |
| Summit Creek Advisors LLC |
Minneapolis, MN |
Q3 2025 |
|
$686.09M |
| STERNE AGEE GROUP, INC. |
Birmingham, AL |
Q1 2015 |
|
$681.32M |
| Summit Street Capital Management, LLC |
New York, NY |
Q3 2025 |
|
$677.79M |
| SMALL ROBERT J |
Boston, MA |
|
|
$677.35M |
| ShawSpring Partners LLC |
Boston, MA |
Q3 2025 |
|
$672.6M |
| Schuurman Steven |
Mountain View, CA |
|
|
$672.21M |
| STEWART & PATTEN CO LLC |
Lafayette, CA |
Q1 2024 |
|
$668.92M |
| Strategic Global Advisors, LLC |
Newport Beach, CA |
Q3 2025 |
|
$660.34M |
| SIERRA SUMMIT ADVISORS LLC |
Incline Village, NV |
Q3 2025 |
|
$656.01M |
| Security National Bank |
Omaha, NE |
Q3 2025 |
|
$652.87M |
| Summit Asset Management, LLC |
Memphis, TN |
Q3 2025 |
|
$650.36M |
| SIG North Trading, ULC |
Bala Cynwyd, PA |
Q3 2025 |
|
$649.3M |
| STERNLICHT BARRY S |
Miami Beach, FL |
|
|
$648.34M |
| Sanghi Steve |
Chandler, AZ |
|
|
$646.42M |
| Summit Financial Wealth Advisors, LLC |
Lafayette, LA |
Q3 2025 |
|
$645.32M |
| Sahana Capital Management LP |
Greenwich, CT |
Q2 2024 |
|
$644.61M |
| Standard General L.P. |
New York, NY |
Q3 2025 |
|
$641.87M |
| Stearns Financial Services Group |
Greensboro, NC |
Q3 2020 |
|
$638.39M |
| Steinberg Global Asset Management |
Boca Raton, FL |
Q1 2019 |
|
$638.06M |
| St. James Investment Company, LLC |
Southlake, TX |
Q3 2025 |
|
$636.74M |
| Stablepoint Partners, LLC |
Braintree, MA |
Q3 2025 |
|
$629.99M |
| Screven Edward |
Reno, NV |
|
|
$627.29M |
| SFE Investment Counsel |
Los Angeles, CA |
Q3 2025 |
|
$626.3M |
| SENTINEL PENSION ADVISORS, LLC |
Wakefield, MA |
Q3 2025 |
|
$625.43M |
| Soundwatch Capital LLC |
Rowayton, CT |
Q3 2025 |
|
$623.57M |
| Schwartz Jeffrey Lawrence |
Boston, MA |
|
|
$623.24M |
| Shannon River Fund Management LLC |
New York, NY |
Q3 2025 |
|
$621.17M |
| Strategic Advisors LLC |
New York, NY |
Q3 2025 |
|
$619.57M |
| SEVEN MILE ADVISORY |
Ewing, NJ |
Q3 2025 |
|
$619.43M |
| Security Financial Services, INC. |
Fort Wayne, IN |
Q3 2025 |
|
$618.56M |
| SeaBridge Investment Advisors LLC |
Summit, NJ |
Q3 2025 |
|
$616.23M |
| SC&H Financial Advisors, Inc. |
Sparks, MD |
Q3 2025 |
|
$613.38M |
| SunTx Capital II Management Corp. |
Dallas, TX |
Q3 2020 |
|
$611.5M |
| SMITH THOMAS W |
Boca Raton, FL |
Q3 2023 |
|
$610.35M |
| Sandberg Sheryl |
San Francisco, CA |
|
|
$608.44M |
| Stanley Capital Management, LLC |
Houston, TX |
Q3 2025 |
|
$607.7M |
| Secure Asset Management, LLC |
Troy, MI |
Q3 2025 |
|
$606.31M |
| SOMERVILLE KURT F |
Boston, MA |
Q3 2025 |
|
$605.2M |
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
Cedarburg, WI |
Q3 2025 |
|
$605.12M |
| SevenBridge Financial Group, LLC |
Harrisburg, PA |
Q3 2025 |
|
$605.09M |
| SPURLOCK STEVEN M |
Menlo Park, CA |
|
|
$602.61M |
| Summit Equities Inc |
Parsippany, NJ |
Q3 2018 |
|
$601.27M |
| Salentine Thomas J Jr |
Atlanta, GA |
|
|
$599.52M |
| Sky Investment Group LLC |
Hartford, CT |
Q3 2025 |
|
$596.44M |
| SHREIBER GERALD B |
Pennsauken, NJ |
|
|
$595.75M |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC |
Portland, OR |
Q1 2024 |
|
$594.17M |
| Stone House Investment Management, LLC |
Tunkhannock, PA |
Q3 2025 |
|
$593.57M |
| SilverOak Wealth Management LLC |
Edina, MN |
Q3 2025 |
|
$592.76M |
| SHAH CAPITAL MANAGEMENT |
Raleigh, NC |
Q3 2025 |
|
$592.29M |
| Spark Growth Management Partners LLC |
Boston, MA |
Q1 2021 |
|
$590.56M |
| Serenus Wealth Advisors, LLC |
Santa Monica, CA |
Q3 2025 |
|
$581.05M |
| Sompo Asset Management Co., Ltd. |
Tokyo, Japan |
Q3 2025 |
|
$580.84M |
| Saluja Dipender |
San Jose, CA |
|
|
$575.82M |
| SELZ CAPITAL LLC |
New York, NY |
Q4 2019 |
|
$569.76M |
| SCHNIEDERS CAPITAL MANAGEMENT LLC |
Pasadena, CA |
Q2 2025 |
|
$569.66M |
| SYCOMORE ASSET MANAGEMENT |
Paris, France |
Q3 2025 |
|
$565.8M |
| SVF Excalibur (Cayman) Ltd |
George Town, Grand Cayman, Cayman Islands |
|
|
$564.41M |
| Sovereign Financial Group, Inc. |
Stamford, CT |
Q4 2025 |
|
$561.13M |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
Pasadena, CA |
Q3 2025 |
|
$559.91M |
| Shay Capital LLC |
New York, NY |
Q3 2025 |
|
$556.57M |
| STRATEGY ASSET MANAGERS LLC |
Pasadena, CA |
Q3 2025 |
|
$555.93M |
| San Luis Wealth Advisors LLC |
San Luis Obispo, CA |
Q3 2025 |
|
$554.72M |
| Summit Wealth Partners, LLC |
Orlando, FL |
Q3 2025 |
|
$554.08M |
| Saranac Partners Ltd |
London |
Q3 2025 |
|
$552.12M |
| Sensible Financial Planning & Management, LLC. |
Waltham, MA |
Q3 2025 |
|
$550.65M |
| SHAW DAVID E |
New York, NY |
|
|
$548.74M |
| Strategic Investment Advisors / MI |
Farmington Hills, MI |
Q3 2025 |
|
$545.85M |
| SILVER R PHILIP |
Stamford, CT |
|
|
$544.8M |
| STEGINSKY CAPITAL LLC |
Port Washington, NY |
Q3 2025 |
|
$544.63M |
| SSR Business Holdings LP |
Delray Beach, FL |
|
|
$543.43M |
| SSR Business Management LLC |
Delray Beach, FL |
|
|
$543.39M |
| SOA Wealth Advisors, LLC. |
New York, NY |
Q3 2025 |
|
$537.98M |
| Smith Jeffrey C |
Fort Lauderdale, FL |
Q3 2025 |
|
$537.61M |
| Sciencast Management LP |
Princeton, NJ |
Q3 2025 |
|
$534.5M |
| Spinnaker Investment Group, LLC |
Newport Beach, CA |
Q3 2025 |
|
$532.11M |
| Stieven Capital Advisors, L.P. |
St. Louis, MO |
Q3 2025 |
|
$530.5M |
| Stamos Capital Partners, L.P. |
Menlo Park, CA |
Q3 2025 |
|
$530.06M |
| STUDIO INVESTMENT MANAGEMENT LLC |
Chicago, IL |
Q3 2025 |
|
$529.84M |
| SkyOak Wealth, LLC |
Southfield, MI |
Q3 2025 |
|
$529.44M |
| SMI Advisory Services, LLC |
Columbus, IN |
Q3 2025 |
|
$528.59M |
| Sugarloaf Wealth Management, LLC |
Duluth, GA |
Q4 2024 |
|
$528.02M |
| Strong Tower Advisory Services |
Minneapolis, MN |
Q3 2025 |
|
$527.99M |
| Systelligence, LLC |
Bloomington, MN |
Q3 2025 |
|
$527.26M |
| SCHOTTENSTEIN JAY L |
Columbus, OH |
|
|
$525.1M |
| SUFFOLK CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2018 |
|
$521.04M |
| Solel Partners LP |
Boston, MA |
Q3 2025 |
|
$519.76M |
| STIRITZ WILLIAM P |
St Louis, MO |
|
|
$518.96M |
| SAGE RHINO CAPITAL LLC |
Menlo Park, CA |
Q3 2025 |
|
$517.11M |
| Salient Private Client, LLC |
Houston, TX |
Q3 2018 |
|
$512.69M |
| SEG Family Corp. |
Toronto |
Q3 2025 |
|
$509.65M |
| Sterling Investment Advisors, Ltd. |
Berwyn, PA |
Q3 2025 |
|
$504.2M |
| Scarborough Advisors, LLC |
Annapolis, MD |
Q2 2025 |
|
$504.18M |
| Shorepoint Capital Partners LLC |
Norwood, MA |
Q3 2025 |
|
$502.76M |
| SATOVSKY ASSET MANAGEMENT LLC |
New York, NY |
Q3 2025 |
|
$501.02M |
| SPEECE THORSON CAPITAL GROUP INC |
Minnetonka, MN |
Q3 2025 |
|
$500.48M |
| SACHEM HILL LLC |
Denver, CO |
Q3 2025 |
|
$499.93M |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
Syosset, NY |
Q3 2025 |
|
$498.56M |
| Shah Niraj |
Boston, MA |
|
|
$496.09M |
| Steinert Langley |
Boston, MA |
|
|
$496.06M |
| STEMPOINT CAPITAL LP |
New York, NY |
Q3 2025 |
|
$495.9M |
| Sisecam Chemicals USA Inc. |
Tuzla, Istanbul, Turkey |
|
|
$495.22M |
| Southland Equity Partners LLC |
Wildwood, MO |
Q3 2025 |
|
$494.08M |
| SEA VII Management, LLC |
Boston, MA |
|
|
$493.89M |
| SCHLEIFER LEONARD S |
Tarrytown, NY |
|
|
$493.54M |
| Shah Dharmesh |
Cambridge, MA |
|
|
$491.47M |
| SMITH HAYES Advisers, Inc |
Lincoln, NE |
Q1 2016 |
|
$491.35M |
| Single Point Partners, LLC |
Boston, MA |
Q3 2025 |
|
$491.25M |
| SCHAFER CULLEN CAPITAL MANAGEMENT INC |
New York, NY |
Q1 2021 |
|
$490.55M |
| Squadron Capital LLC |
Warsaw, IN |
|
|
$487.86M |
| Second Line Capital, LLC |
Metairie, LA |
Q3 2025 |
|
$483.1M |
| SoftVest Advisors, LLC |
Abilene, TX |
Q3 2025 |
|
$480.94M |
| Stordahl Capital Management, Inc. |
Greenwood Village, CO |
Q3 2025 |
|
$476.11M |
| Stokes & Hubbell Capital Management, LLC |
New Orleans, LA |
Q1 2019 |
|
$475.65M |
| Sunburst Financial Group, LLC |
Vestavia Hills, AL |
Q3 2025 |
|
$474.88M |
| SEEDS INVESTOR LLC |
New York, NY |
Q3 2025 |
|
$473.88M |
| Siegel Jonathan B. |
New York, NY |
|
|
$473.11M |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
Minneapolis, MN |
Q3 2025 |
|
$471.7M |
| SEAWELL A BROOKE |
Santa Clara, CA |
|
|
$468.94M |
| Shchegolev Oleg |
Boston, MA |
|
|
$467.15M |
| SUTTER HILL VENTURES |
Palo Alto, CA |
|
|
$466.98M |
| SW Investment Management LLC |
Telluride, CO |
Q3 2025 |
|
$466.83M |
| Solidarity Wealth, LLC |
Lehi, UT |
Q3 2025 |
|
$464.84M |
| Stonebrook Private Inc. |
Northville, MI |
Q3 2025 |
|
$462.87M |
| Sweet Financial Partners, LLC |
Fairmont, MN |
Q3 2024 |
|
$461.79M |
| Steinberg David |
Washington, DC |
|
|
$460.93M |
| Sprecher Jeffrey C |
Atlanta, GA |
|
|
$460.48M |
| Spectrum Management Group, LLC |
Indianapolis, IN |
Q3 2022 |
|
$460.28M |
| Schroepfer Michael Todd |
Menlo Park, CA |
|
|
$460.19M |
| Stenger Family Office, LLC |
Naperville, IL |
Q3 2025 |
|
$459.03M |
| Scissortail Wealth Management, LLC |
Tulsa, OK |
Q3 2025 |
|
$458.7M |
| Stuart Chaussee & Associates, Inc. |
Palos Verdes Estates, CA |
Q3 2025 |
|
$458.43M |
| SUSQUEHANNA TRUST & INVESTMENT CO |
Lititz, PA |
Q2 2015 |
|
$457.27M |
| Safeguard Financial, LLC |
Minocqua, WI |
Q1 2025 |
|
$456.47M |
| Sands Capital Alternatives, LLC |
Arlington, VA |
Q3 2025 |
|
$456.42M |
| Saturn V Capital Management LP |
Austin, TX |
Q3 2025 |
|
$455.97M |
| Symetra Investment Management Co |
Farmington, CT |
Q3 2025 |
|
$455.06M |
| SHAICH RONALD M |
Miami, FL |
|
|
$452.34M |
| Sanchez Wealth Management Group |
Jacksonville, FL |
Q3 2025 |
|
$450.33M |
| Strengthening Families & Communities, LLC |
Boston, MA |
Q3 2025 |
|
$449.78M |
| Shelter Mutual Insurance Co |
Columbia, MO |
Q3 2025 |
|
$445.95M |
| SILVERLAKE WEALTH MANAGEMENT LLC |
Williston, VT |
Q4 2025 |
|
$445.08M |
| SWaN Hospitality LLC |
Leesburg, VA |
|
|
$444.92M |
| Spruce House Partnership LLC |
New York, NY |
Q3 2025 |
|
$443.97M |
| Susi Roger E. |
Orlando, FL |
|
|
$443.04M |
| Standpoint Asset Management, LLC |
Scottsdale, AZ |
Q3 2025 |
|
$442.44M |
| Scott Capital Advisors, LLC |
Portland, OR |
Q3 2025 |
|
$441.79M |
| Shakespeare Wealth Management, LLC |
Pewaukee, WI |
Q3 2025 |
|
$439.07M |
| Schusterman Interests, LLC |
Tulsa, OK |
Q3 2025 |
|
$437.61M |
| SAIF Advisors Ltd |
Admiralty, Hong Kong |
Q2 2021 |
|
$437.57M |
| Samsara BioCapital GP, LLC |
Palo Alto, CA |
|
|
$436.42M |
| STEEL PARTNERS HOLDINGS L.P. |
New York, NY |
Q3 2024 |
|
$435.29M |
| Shulman DeMeo Asset Management LLC |
Lake Success, NY |
Q3 2025 |
|
$434.98M |
| SECURITY NATIONAL TRUST CO |
Wheeling, WV |
Q3 2021 |
|
$430.23M |
| Stokes Capital Advisors, LLC |
Greenwood, SC |
Q3 2025 |
|
$429.82M |
| Smith & Howard Wealth Management, LLC |
Atlanta, GA |
Q3 2025 |
|
$429.11M |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. |
Rio De Janeiro, Brazil |
Q3 2025 |
|
$425.72M |
| Sherborne Strategic Fund F, LLC |
New York, NY |
|
|
$424.67M |
| Stewardship Advisors, LLC |
Mount Joy, PA |
Q3 2025 |
|
$422.79M |
| SPHERA FUNDS MANAGEMENT LTD. |
Tel Aviv, Israel |
Q3 2025 |
|
$421.6M |
| Solus Alternative Asset Management LP |
Summit, NJ |
Q3 2025 |
|
$421.35M |
| Sage Capital Advisors,llc |
Sioux Falls, SD |
Q4 2025 |
|
$420.79M |
| Sanford Advisory Services, LLC |
Portage, MI |
Q4 2022 |
|
$419.89M |
| SHAPIRO ROBERT N |
Boston, MA |
Q4 2014 |
|
$418.93M |
| SER Business Holdings LP |
Delray Beach, FL |
|
|
$418.59M |
| Syverson Strege & Co |
West Des Moines, IA |
Q3 2025 |
|
$417.33M |
| Scarpelli Michael |
Bozeman, MT |
|
|
$413.97M |
| Summit Wealth Group, LLC |
White River Junction, VT |
Q3 2025 |
|
$413.52M |
| Seven Springs Wealth Group, LLC |
Brentwood, TN |
Q3 2025 |
|
$413.43M |
| SANDELL SCOTT D |
Timonium, MD |
|
|
$412.94M |
| SignalPoint Asset Management, LLC |
Springfield, MO |
Q4 2024 |
|
$410.71M |
| Sukhatme Mayukh |
Irvine, CA |
|
|
$408.94M |
| SWS Partners |
Columbus, OH |
Q3 2025 |
|
$408.02M |
| Spectrum Financial Alliance Ltd LLC |
Nicholasville, KY |
Q3 2025 |
|
$407.63M |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
Eagle, ID |
Q3 2025 |
|
$406.86M |
| Sarofim Christopher Binyon |
Chicago, IL |
|
|
$406.12M |
| SOROS CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2025 |
|
$404.53M |
| SECTOR GAMMA AS |
Oslo, Norway |
Q3 2025 |
|
$403.32M |
| Safeguard Investment Advisory Group, LLC |
Corona, CA |
Q3 2025 |
|
$403.09M |
| Stellantis N.V. |
Hoofddorp, Netherlands |
|
|
$402.24M |
| Sentry LLC |
Memphis, TN |
Q3 2025 |
|
$401.74M |
| Scott & Selber, Inc. |
Houston, TX |
Q4 2025 |
|
$398.75M |
| SHIKIAR ASSET MANAGEMENT INC |
New York, NY |
Q3 2025 |
|
$397.47M |
| Sunflower Bank, N.A. |
Dallas, TX |
Q4 2025 |
|
$396.89M |
| SIG BROKERAGE, LP |
New York, NY |
Q3 2025 |
|
$396.84M |
| Sonnipe Ltd |
Douglas, Isle of Man |
Q3 2025 |
|
$395.32M |
| Sio Capital Management, LLC |
New York, NY |
Q3 2025 |
|
$395.15M |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. |
Singapore, Singapore |
Q3 2025 |
|
$394.04M |
| Sprague HP Holdings LLC |
New York, NY |
|
|
$390.98M |
| Strategic Family Wealth Counselors, L.L.C. |
Fairfield, NJ |
Q3 2025 |
|
$388.57M |
| Semmax Financial Advisors Inc. |
Winston Salem, NC |
Q2 2025 |
|
$388.18M |
| Sanofi |
Paris, France |
Q3 2025 |
|
$387.39M |
| Sherborne Investors Management LP |
New York, NY |
Q3 2025 |
|
$387.27M |
| Scooby Aggregator, LP |
San Francisco, CA |
|
|
$386.7M |
| Seafarer Capital Partners, LLC |
Larkspur, CA |
Q4 2025 |
|
$384.95M |
| Swallowtail Royalties LLC |
Irving, TX |
|
|
$384.47M |
| Steamboat Capital Partners, LLC |
Rye, NY |
Q3 2025 |
|
$384.19M |
| Strategic Advocates LLC |
Logan, UT |
Q3 2025 |
|
$384M |
| STONNINGTON GROUP, LLC |
Pasadena, CA |
Q1 2023 |
|
$383.1M |
| SAYBROOK CAPITAL /NC |
Winston Salem, NC |
Q3 2025 |
|
$382.74M |
| SailingStone Capital Partners LLC |
Houston, TX |
Q3 2025 |
|
$381.91M |
| Southside Capital, LLC |
Miami Beach, FL |
Q4 2019 |
|
$381.88M |
| SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD |
Singapore, Singapore |
Q3 2025 |
|
$380.64M |
| Supplemental Annuity Collective Trust of NJ |
Trenton, NJ |
Q3 2025 |
|
$379.97M |
| Strata Wealth Advisors, LLC |
Dallas, TX |
Q3 2025 |
|
$378.77M |
| Strategic Investment Solutions, Inc. /IL |
Orland Park, IL |
Q3 2025 |
|
$377.52M |
| SEARLE & CO. |
Greenwich, CT |
Q3 2025 |
|
$377.49M |
| St. Clair Advisors, LLC |
Mayfield Hts, OH |
Q3 2025 |
|
$376.71M |
| Shilanski & Associates, Inc. |
Anchorage, AK |
Q3 2025 |
|
$376.27M |
| Stillwater Investment Management, LLC |
Stillwater, MN |
Q1 2023 |
|
$371.96M |
| Sicart Associates LLC |
New York, NY |
Q3 2025 |
|
$369.09M |
| ShankerValleau Wealth Advisors, Inc. |
Skokie, IL |
Q4 2025 |
|
$368.98M |
| Surevest, LLC |
Los Angeles, CA |
Q3 2022 |
|
$367.53M |
| Snider Financial Group |
Bellevue, WA |
Q3 2025 |
|
$366.62M |
| Sovereign Investment Advisors, LLC |
Phoenix, AZ |
Q3 2025 |
|
$366.55M |
| Sollinda Capital Management LLC |
Miami, FL |
Q3 2025 |
|
$364.92M |
| Selkirk Management LLC |
Chatham, NJ |
Q3 2025 |
|
$364.78M |
| Sandbox Financial Partners, LLC |
Bethesda, MD |
Q4 2025 |
|
$361.38M |
| Scale Management, LLC |
Foster City, CA |
Q4 2020 |
|
$359.22M |
| Sara-Bay Financial |
Sarasota, FL |
Q3 2025 |
|
$357.72M |
| S&T BANK/PA |
Indiana, PA |
Q3 2025 |
|
$355.7M |
| Sivia Capital Partners, LLC |
Mill Valley, CA |
Q3 2025 |
|
$354.25M |
| SAUL B FRANCIS II |
Chevy Chase, MD |
|
|
$353.32M |
| Stone Summit Wealth LLC |
Miami, FL |
Q3 2025 |
|
$352.59M |
| Sequent Planning LLC |
Omaha, NE |
Q3 2025 |
|
$352.38M |
| Science & Technology Partners, L.P. |
Greenwich, CT |
Q3 2025 |
|
$352.2M |
| Schroeder Thilo |
Zurich, Switzerland |
|
|
$352.11M |
| Shelter Haven Capital Management, L.P. |
Summit, NJ |
Q4 2021 |
|
$351.27M |
| S.E.E.D. Planning Group LLC |
Binghamton, NY |
Q4 2025 |
|
$350.88M |
| Siena Capital Partners GP, LLC |
Chicago, IL |
Q3 2025 |
|
$349.4M |
| SCHWARTZ HARVEY M |
Washington, DC |
|
|
$348.72M |
| Seascape Capital Management |
Portsmouth, NH |
Q3 2025 |
|
$348.64M |
| SYQUANT CAPITAL SAS |
Paris, France |
Q3 2025 |
|
$348.43M |
| Shoquist Debora |
Santa Clara, CA |
|
|
$347.95M |
| Straight Path Wealth Management |
Jenison, MI |
Q3 2025 |
|
$346.33M |
| SIEMENS PENSION TRUST E V |
Munich Germany, Germany |
Q3 2025 |
|
$343.02M |
| SPT Holding Sarl |
Contern |
|
|
$343.02M |
| Slingsby Brian Taylor |
Radnor, PA |
|
|
$342.63M |
| SRH ADVISORS, LLC |
Salina, KS |
Q3 2025 |
|
$342.51M |
| Stephenson Scott G |
Jersey City, NJ |
|
|
$341.1M |
| SunTx Capital Management Corp. |
Dallas, TX |
Q1 2022 |
|
$340.9M |
| SMITH BRIAN R |
Austin, TX |
|
|
$340.73M |
| Shoker Investment Counsel, Inc. |
Oxford, OH |
Q3 2025 |
|
$338.97M |
| Source Financial Advisors LLC |
New York, NY |
Q3 2024 |
|
$338.49M |
| Silphium Asset Management Ltd |
London, United Kingdom |
Q3 2025 |
|
$337.97M |
| SOF Ltd |
George Town, Cayman Islands |
Q3 2025 |
|
$337.96M |
| Smart Money Group LLC |
Eastland, TX |
Q3 2025 |
|
$337.71M |
| Seaside Wealth Management, Inc. |
Carlsbad, CA |
Q3 2025 |
|
$336.99M |
| STEVENS CAPITAL PARTNERS |
Omaha, NE |
Q3 2025 |
|
$335.02M |
| Subotovsky Santiago |
San Mateo, CA |
|
|
$333.85M |
| SWMG, LLC |
Fort Worth, TX |
Q3 2025 |
|
$330.71M |
| Stolper Co |
Tulsa, OK |
Q3 2025 |
|
$330.03M |
| Sterling Wealth Management, Inc. |
Champaign, IL |
Q3 2025 |
|
$329.9M |
| SS&H Financial Advisors, Inc. |
Troy, MI |
Q3 2025 |
|
$329.04M |
| STEPH & CO |
Marinette, WI |
Q3 2025 |
|
$327.48M |
| Somerset Trust Co |
Somerset, PA |
Q4 2025 |
|
$326.87M |
| Shea Thomas Anthony |
Rochester, MI |
|
|
$324.95M |
| Sycale Advisors (NY) LLC |
New York, NY |
Q3 2025 |
|
$324.64M |
| Sophron Capital Management L.P. |
Summit, NJ |
Q3 2025 |
|
$324.63M |
| Silverleafe Capital Partners, LLC |
Germantown, TN |
Q3 2025 |
|
$323.8M |
| Shetty Reshma P. |
New York, NY |
|
|
$323.17M |
| SHAYNE & JACOBS, LLC |
Nashville, TN |
Q3 2025 |
|
$323.03M |
| Select Asset Management & Trust |
Mechanicsburg, PA |
Q3 2025 |
|
$322.88M |
| SANFORD PENNY |
Bellingham, WA |
|
|
$321.91M |
| Sound View Wealth Advisors, LLC |
Savannah, GA |
Q1 2019 |
|
$318.7M |
| Sustainable Insight Capital Management, LLC |
New York, NY |
Q3 2025 |
|
$318.24M |
| Solari Capital Management, LLC |
Palm Beach Gardens, FL |
Q3 2025 |
|
$317.61M |
| Strategic Capital Group LLC |
Gig Harbor, WA |
Q2 2014 |
|
$317.56M |
| Stiles Financial Services Inc |
Edina, MN |
Q3 2025 |
|
$317.15M |
| Sterling Financial Planning, Inc. |
Sparta, NJ |
Q3 2025 |
|
$317.14M |
| Samjo Management, LLC |
New York, NY |
Q3 2025 |
|
$316.85M |
| Sterling Financial Group, Inc. |
Pasadena, CA |
Q3 2025 |
|
$315.54M |
| Sanford Glenn Darrel |
Bellingham, WA |
|
|
$314.65M |
| Sage Financial Management Group, Inc. |
Mclean, VA |
Q3 2025 |
|
$313.24M |
| Sandy Cove Advisors, LLC |
Hingham, MA |
Q3 2025 |
|
$312.84M |
| Stephens Group, LLC |
Little Rock, AR |
Q4 2025 |
|
$312M |
| Sterling Investment Counsel, LLC |
Buffalo, NY |
Q3 2025 |
|
$311.93M |
| Star Holdings |
New York, NY |
|
|
$311.28M |
| Snow Phipps Group, LLC |
New York, NY |
Q3 2025 |
|
$311M |
| Steward Financial Group LLC |
Colleyville, TX |
Q3 2023 |
|
$310.72M |
| Selective Wealth Management, Inc. |
Forest, VA |
Q3 2025 |
|
$310.69M |
| Sofinnova Venture Partners X, L.P. |
Menlo Park, CA |
|
|
$310.33M |
| SAM Advisors, LLC |
Oakhurst, CA |
Q3 2025 |
|
$310.23M |
| SAUNDERS THOMAS A |
Chesapeake, VA |
|
|
$307.69M |
| Salem Enrique T |
Cupertino, CA |
|
|
$307.03M |
| Squire Investment Management Company, LLC |
Orem, UT |
Q3 2025 |
|
$307M |
| Seneca Financial Advisors LLC |
Rochester, NY |
Q3 2025 |
|
$306.25M |
| Starr Indemnity & Liability Co |
New York, NY |
Q3 2025 |
|
$306.22M |
| Silchester International Investors LLP |
London |
Q3 2025 |
|
$305.59M |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE |
Skopje |
Q3 2025 |
|
$304.86M |
| SUMMIT SECURITIES GROUP LLC |
New York, NY |
Q3 2025 |
|
$304.58M |
| Schiavi & Co LLC |
Wilmington, DE |
Q3 2025 |
|
$303.45M |
| Syntrinsic LLC |
Denver, CO |
Q3 2024 |
|
$300.57M |
| SYKON CAPITAL LLC |
Harrison, NY |
Q3 2025 |
|
$299.84M |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT |
Scottsdale, AZ |
Q3 2020 |
|
$298.56M |
| SWEENEY & MICHEL, LLC |
Chico, CA |
Q3 2025 |
|
$297.52M |
| Stafman Andrew |
San Francisco, CA |
|
|
$296.65M |
| StrongBox Wealth, LLC |
Lee's Summit, MO |
Q3 2025 |
|
$295.53M |
| SHINE INVESTMENT ADVISORY SERVICES INC |
Lone Tree, CO |
Q3 2020 |
|
$295.1M |
| SOOK PERRY A |
Irving, TX |
|
|
$295M |
| Sensible Money, LLC |
Scottsdale, AZ |
Q3 2025 |
|
$294.22M |
| Slatoff Karl |
New York, NY |
|
|
$292.65M |
| Solitude Financial Services |
Charlottesville, VA |
Q3 2025 |
|
$292.21M |
| Shaker Financial Services, LLC |
Arlington, VA |
Q3 2025 |
|
$291.61M |
| Silver Coast Investments LLC |
San Diego, United States |
Q3 2025 |
|
$291.13M |
| Skyline Advisors, Inc. |
Bellingham, WA |
Q3 2025 |
|
$290.28M |
| Stephens Consulting, LLC |
Flint, MI |
Q3 2025 |
|
$290.01M |
| Samalin Investment Counsel, LLC |
Chappaqua, NY |
Q3 2025 |
|
$289.94M |
| Stelac Advisory Services LLC |
New York, NY |
Q3 2025 |
|
$289.32M |
| Stewardship Financial Advisors, LLC |
Stockbridge, GA |
Q1 2021 |
|
$287.71M |
| Stoner Chelsea R. |
Seattle, WA |
|
|
$287.44M |
| Scientech Research LLC |
Jersey City, NJ |
Q3 2025 |
|
$286.92M |
| Svenska Handelsbanken AB (publ) |
Stockholm, Sweden |
Q3 2025 |
|
$285.61M |
| SELDON CAPITAL LP |
San Francisco, CA |
Q3 2025 |
|
$284.55M |
| Spectrum Asset Management, Inc. (NB/CA) |
Newport Beach, CA |
Q3 2025 |
|
$284.43M |
| Shlomi Ben Haim |
Sunnyvale, CA |
|
|
$284.39M |
| Sculati Wealth Management, LLC |
Bloomfield Hills, MI |
Q3 2025 |
|
$283.59M |
| State of New Jersey Common Pension Fund A |
Trenton, NJ |
Q3 2025 |
|
$282.08M |
| SUMMIT FINANCIAL GROUP, INC. |
Moorefield, WV |
Q1 2024 |
|
$281.26M |
| STONEHILL CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2025 |
|
$280.76M |
| Saraza Management, LP |
New York, NY |
Q3 2025 |
|
$280.7M |
| SHERMAN PORFOLIOS, LLC |
Coeur D'alene, ID |
Q3 2025 |
|
$280.06M |
| Santori & Peters, Inc. |
Canonsburg, PA |
Q3 2025 |
|
$279.93M |
| Sharper & Granite LLC |
El Segundo, CA |
Q3 2025 |
|
$279.14M |
| Savoir Faire Capital Management, L.P. |
Norwalk, CT |
Q3 2025 |
|
$278.76M |
| Stonepeak Catarina Holdings LLC |
New York, NY |
|
|
$278.19M |
| Seven Post Investment Office LP |
San Francisco, CA |
Q3 2025 |
|
$277.64M |
| Socorro Asset Management LP |
Dallas, TX |
Q3 2025 |
|
$277.59M |
| Slotnik Capital, LLC |
Dallas, TX |
Q3 2025 |
|
$277.4M |
| Sunpointe, LLC |
St. Louis, MO |
Q3 2025 |
|
$276.94M |
| STABLEFORD CAPITAL II LLC |
Scottsdale, AZ |
Q3 2025 |
|
$276.7M |
| SIMS INVESTMENT MANAGEMENT, LLC |
Cincinnati, OH |
Q3 2025 |
|
$276.36M |
| SITTNER & NELSON, LLC |
Eugene, OR |
Q3 2025 |
|
$275.13M |
| Sonoma Allocations LLC |
Santa Rosa, CA |
Q3 2025 |
|
$274.97M |
| Strategic Wealth Management Group, LLC |
Fulton, MD |
Q2 2021 |
|
$273.95M |
| Square Wave Capital, LLC |
Brooklyn, NY |
Q3 2025 |
|
$273.3M |
| Spouting Rock Asset Management, LLC |
Bryn Mawr, PA |
Q4 2023 |
|
$273.22M |
| STANCE CAPITAL LLC |
Boston, MA |
Q3 2025 |
|
$272.73M |
| Slagle Financial, LLC |
Edwardsville, IL |
Q3 2025 |
|
$272.66M |
| SANDLER CAPITAL MANAGEMENT |
New York, NY |
Q3 2025 |
|
$272.09M |
| SIGULER GUFF ADVISERS, LLC |
New York, NY |
Q4 2022 |
|
$270.84M |
| SONATA CAPITAL GROUP INC |
Seattle, WA |
Q3 2025 |
|
$270.79M |
| SEAVIEW INVESTMENT MANAGERS LLC |
Miami, FL |
Q3 2025 |
|
$270.75M |
| ShoreHaven Wealth Partners, LLC |
Red Bank, NJ |
Q3 2025 |
|
$270.25M |
| Strategic Equity Management |
Tucson, AZ |
Q3 2025 |
|
$269.93M |
| STF Management LP |
Frisco, TX |
Q3 2025 |
|
$269.73M |
| Scott Marsh Financial, LLC |
Millcreek, UT |
Q2 2025 |
|
$269.65M |
| SMITH JAMES C |
Downers Grove, IL |
|
|
$268.88M |
| STONE POINT CAPITAL LLC |
Greenwich, CT |
Q3 2025 |
|
$268.8M |
| Sachetta, LLC |
Lynnfield, MA |
Q3 2025 |
|
$268.61M |
| SK Wealth Management, LLC |
Providence, RI |
Q3 2025 |
|
$268.2M |
| Saiph Capital, LLC |
Wyckoff, NJ |
Q3 2025 |
|
$268.05M |
| Starboard Principal Co LP |
New York, NY |
Q3 2025 |
|
$266.66M |
| Stonebridge Financial Planning Group, LLC |
Orlando, FL |
Q3 2025 |
|
$266.32M |
| SMART Wealth LLC |
Omaha, NE |
Q3 2025 |
|
$265.11M |
| Sawyer & Company, Inc |
Boston, MA |
Q3 2025 |
|
$264.78M |
| Sanford Energy, Inc. |
Tulsa, OK |
|
|
$263.72M |
| Stormborn Capital Management, LLC |
Greenwich, CT |
Q4 2022 |
|
$263.2M |
| SEARCY FINANCIAL SERVICES INC /ADV |
Overland Park, KS |
Q3 2025 |
|
$263.09M |
| S Squared Technology, LLC |
New York, NY |
Q3 2025 |
|
$263.04M |
| SQUINTO STEPHEN P |
Cheshire, CT |
|
|
$262.38M |
| Synergy Investment Management, LLC |
Altamonte Springs, FL |
Q3 2025 |
|
$261.82M |
| Sea Cliff Partners Management, LP |
San Francisco, CA |
Q3 2025 |
|
$261.35M |
| SHARIAPORTFOLIO, INC. |
Lake Mary, FL |
Q3 2025 |
|
$261.35M |
| SCOGGIN MANAGEMENT LP |
New York, NY |
Q3 2025 |
|
$260.96M |
| Strait & Sound Wealth Management LLC |
San Francisco, CA |
Q3 2025 |
|
$260.61M |
| SMITH SHELLNUT WILSON LLC /ADV |
Ridgeland, MS |
Q3 2025 |
|
$260.31M |
| Sender Co & Partners, Inc. |
New York, NY |
Q3 2025 |
|
$258.53M |
| SK ecoplant Co., Ltd. |
Seoul, Korea, Republic of |
|
|
$258.5M |
| Stonehearth Capital Management, LLC |
Danvers, MA |
Q3 2025 |
|
$258.41M |
| Silver Lake Advisory, LLC |
Cottonwood Heights, UT |
Q4 2025 |
|
$257.84M |
| Signature Wealth Management Group |
Atlanta, GA |
Q3 2025 |
|
$257.69M |
| Southern Wealth Management, LLP |
Dallas, TX |
Q1 2023 |
|
$257.57M |
| Spivey Jeremy Simmons |
Raleigh, NC |
|
|
$256.83M |
| Sealy & Smith Foundation |
Galveston, TX |
|
|
$256.21M |
| STONEBRIDGE CAPITAL MANAGEMENT INC |
Los Angeles, CA |
Q2 2025 |
|
$255.73M |
| SAXON INTERESTS, INC. |
Houston, TX |
Q3 2025 |
|
$255.61M |
| SPECTRUM ADVISORY SERVICES INC |
Atlanta, GA |
Q1 2016 |
|
$255.1M |
| STONE RUN CAPITAL, LLC |
New York, NY |
Q3 2025 |
|
$253.86M |
| Sellwood Investment Partners LLC |
Portland, OR |
Q3 2025 |
|
$251.22M |
| Summit Investment Advisory Services, LLC |
Roseville, MN |
Q3 2025 |
|
$251.07M |
| SPRENG CAPITAL MANAGEMENT, INC. |
Bucyrus, OH |
Q3 2025 |
|
$250.77M |
| STEINBERG JOSEPH S |
New York, NY |
|
|
$250.38M |
| SPG GP, LLC |
New York, NY |
|
|
$250.1M |
| SHAKER INVESTMENTS LLC/OH |
Cleveland, OH |
Q3 2025 |
|
$249.91M |
| Stash Investments, LLC |
New York, NY |
Q4 2025 |
|
$249.46M |
| SWARTHMORE GROUP INC |
Philadelphia, PA |
Q2 2022 |
|
$248.67M |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
Topeka, KS |
Q3 2025 |
|
$248.52M |
| Seneca House Advisors |
Richmond, VA |
Q3 2025 |
|
$247.53M |
| Summit Partners Growth Equity Fund IX-A, L.P. |
Boston, MA |
|
|
$246.98M |
| SOON-SHIONG PATRICK |
Culver City, CA |
|
|
$246.83M |
| SWAN Capital LLC |
Pensacola, FL |
Q3 2025 |
|
$246.64M |
| SOLA JURE |
San Jose, CA |
|
|
$245.74M |
| SPOERRY ROBERT F |
Greifensee, Switzerland |
|
|
$244.87M |
| SANCHEZ ANTONIO R JR |
Houston, TX |
|
|
$244.64M |
| Strathmore Capital Advisors, Inc. |
Charlotte, NC |
Q3 2025 |
|
$243.96M |
| Selway Asset Management |
Boise, ID |
Q1 2025 |
|
$242.44M |
| Spectrum Wealth Advisory Group, LLC |
Granite Bay, CA |
Q3 2025 |
|
$242.22M |
| SUMMIT WEALTH GROUP LLC / CO |
Colorado Springs, CO |
Q3 2025 |
|
$240.11M |
| SANDER CAPITAL ADVISORS INC |
Seattle, WA |
Q3 2025 |
|
$238.59M |
| SGL Investment Advisors, Inc. |
Missoula, MT |
Q3 2025 |
|
$238.37M |
| SULLIVAN FRANK C |
|
|
|
$238.26M |
| StepStone Group LP |
La Jolla, CA |
Q3 2025 |
|
$238.16M |
| Sanberg Joseph N. |
Pacific Palisades, CA |
|
|
$237.78M |
| Socha Financial Group, LLC |
Corning, NY |
Q3 2025 |
|
$236.73M |
| Shared Vision Wealth Group LLC |
Carlsbad, United States |
Q3 2025 |
|
$236.22M |
| Shira Ridge Wealth Management |
Larkspur, CA |
Q3 2025 |
|
$235.67M |
| St. Johns Investment Management Company, LLC |
Jacksonville, FL |
Q3 2025 |
|
$235.24M |
| SoftBank Group Capital Ltd |
London, United Kingdom |
|
|
$234.92M |
| Stillwater Investment Management, L.P. |
Palo Alto, CA |
Q3 2017 |
|
$234.39M |
| Sciammas Maurice |
San Jose, CA |
|
|
$234.27M |
| SCHULHOFF & CO INC |
Cincinnati, OH |
Q3 2025 |
|
$234.18M |
| SimpliFi, Inc. |
San Diego, CA |
Q3 2025 |
|
$233.72M |
| SEXTON O GRIFFITH |
Conshohocken, PA |
|
|
$231.9M |
| Spiegel Evan |
Santa Monica, CA |
|
|
$231.63M |
| SFG Wealth Management, LLC. |
Towson, MD |
Q3 2025 |
|
$230.85M |
| Simon Frederic |
Sunnyvale, CA |
|
|
$229.13M |
| Samson Capital Advisors LLC |
New York, NY |
Q3 2015 |
|
$228.3M |
| StoneCrest Wealth Management, Inc. |
Chandler, AZ |
Q3 2025 |
|
$228.22M |
| Skaana Management L.P. |
Brooklyn, NY |
Q3 2025 |
|
$227.89M |
| SCHOLTZ & COMPANY, LLC |
Stamford, CT |
Q3 2025 |
|
$227.63M |
| Summa Corp. |
Tomball, TX |
Q3 2025 |
|
$227.41M |
| Second Half Financial Partners, LLC |
Sebring, FL |
Q3 2025 |
|
$227M |
| S.A. Mason LLC |
Holland, MI |
Q3 2025 |
|
$226.57M |
| Shore Point Advisors, LLC |
Brielle, NJ |
Q3 2025 |
|
$226.12M |
| Schear Investment Advisers, LLC |
Cincinnati, OH |
Q3 2025 |
|
$224.52M |
| Sassicaia Capital Advisers LLC |
Jericho, NY |
Q3 2025 |
|
$224.35M |
| Squadron Capital Holdings LLC |
Granby, CT |
|
|
$223.87M |
| Spain Kevin |
San Francisco, CA |
|
|
$223.01M |
| Silver Heights Capital Management Inc |
Toronto, Ontario, Canada |
Q3 2025 |
|
$223M |
| Siligmueller & Norvid Wealth Advisors LLC |
Glen Ellyn, IL |
Q3 2025 |
|
$222.41M |
| Sage Capital Management, LLC |
Stockton, NJ |
Q3 2025 |
|
$222.21M |
| Sightline Wealth Advisors, LLC |
Groton, CT |
Q3 2025 |
|
$221.5M |
| SUMMIT CAPITAL MANAGEMENT LLC |
Seattle, WA |
Q1 2016 |
|
$221.11M |
| Silver Oak Advisory Group, Inc. |
Portland, OR |
Q3 2025 |
|
$221.01M |
| State Insurance Fund |
New York, NY |
Q3 2025 |
|
$220.86M |
| Spider Management Company, LLC |
Richmond, VA |
Q3 2025 |
|
$220.09M |
| Stratford Consulting, LLC |
Addison, TX |
Q1 2020 |
|
$219.02M |
| Strategic Financial Partners, Ltd. |
Bend, OR |
Q3 2025 |
|
$218.36M |
| Stonehage Fleming (UK) Ltd |
London, United Kingdom |
Q4 2015 |
|
$217.93M |
| Solstein Capital, LLC |
Menlo Park, CA |
Q3 2025 |
|
$217.38M |
| Stilwell Joseph |
New York, NY |
Q4 2014 |
|
$215.85M |
| SSA SWISS ADVISORS AG |
Zurich |
Q3 2025 |
|
$215.23M |
| SHERBROOKE PARK ADVISERS LLC |
White Plains, NY |
Q3 2025 |
|
$215.13M |
| Sterneck Capital Management, LLC |
Kansas City, MO |
Q3 2025 |
|
$215M |
| SHELTON WEALTH MANAGEMENT, LLC |
Fort Worth, TX |
Q3 2025 |
|
$214.75M |
| Sunesis Advisors, LLC |
Overland Park, KS |
Q3 2025 |
|
$214.07M |
| SUMMER ROAD LLC |
West Palm Beach, FL |
Q3 2025 |
|
$213.59M |
| SOUTHERN CAPITAL ADVISORS, LLC |
Jackson, TN |
Q3 2025 |
|
$213.38M |
| Sandia Holdings, LLC |
Greenwich, CT |
Q3 2018 |
|
$213.24M |
| SHAPER C PARK |
Houston, TX |
|
|
$213.06M |
| Stilwell Value LLC |
New York, NY |
Q3 2025 |
|
$212.85M |
| STEINBERGANNA WEALTH MANAGEMENT |
Huntington, NY |
Q3 2025 |
|
$212.6M |
| Summit Place Financial Advisors, LLC |
Summit, NJ |
Q3 2025 |
|
$212.2M |
| SEAMOUNT FINANCIAL GROUP INC |
Colorado Springs, CO |
Q3 2025 |
|
$211.76M |
| Sequent Asset Management, LLC |
Houston, TX |
Q3 2025 |
|
$210.33M |
| Starfire Investment Advisers, Inc. |
Southfield, MI |
Q2 2020 |
|
$208.8M |
| Shipley Douglas M |
Levelland, TX |
|
|
$208.62M |
| Sim Kenneth T. |
Alhambra, CA |
|
|
$208.48M |
| Sitrin Capital Management LLC |
Century City, CA |
Q3 2025 |
|
$208.41M |
| Sound Stewardship, LLC |
Overland Park, KS |
Q3 2025 |
|
$208.41M |
| Signet Investment Advisory Group, Inc. |
Providence, RI |
Q3 2025 |
|
$208.18M |
| Solano Wealth Investment Advisors LLC |
Fairfield, CA |
Q3 2025 |
|
$207.31M |
| SMITH BRADFORD L |
Redmond, WA |
|
|
$207.13M |
| Scadina Mark R |
San Jose, CA |
|
|
$204.78M |
| Sand Grove Capital Management LLP |
London, United Kingdom |
Q3 2025 |
|
$204.67M |
| Senkypl Dusan |
Jesenice, Czech Republic |
Q3 2025 |
|
$204.4M |
| SPRING CAPITAL MANAGEMENT, LLC |
Amarillo, TX |
Q3 2025 |
|
$204.23M |
| Sutton Wealth Advisors Inc. |
Tampa, FL |
Q3 2023 |
|
$203.31M |
| STRATEGIC WEALTH MANAGEMENT INC |
Kirkland, WA |
Q4 2021 |
|
$202.3M |
| Shelter Ins Profit Sharing |
Columbia, MO |
Q3 2015 |
|
$202.16M |
| Sorin Capital Management LLC |
Stamford, CT |
Q3 2018 |
|
$202.07M |
| STERLING INVESTMENT ADVISORS LLC /ADV |
Bolivar, MO |
Q3 2025 |
|
$201.91M |
| Sterling Group Wealth Management, LLC |
Pasadena, CA |
Q3 2025 |
|
$201.87M |
| Shipley William G |
Bedford, TX |
|
|
$200.92M |
| SCHMERTZLER MICHAEL |
Conshohocken, PA |
|
|
$200.16M |
| SECURITY NATIONAL BANK OF SO DAK |
Sioux City, IA |
Q3 2025 |
|
$198.93M |
| Samsung C&T Corp |
Seoul |
Q3 2025 |
|
$198.7M |
| Sphera Management Technology Funds Ltd |
Tel Aviv, Israel |
Q3 2025 |
|
$197.46M |
| Sprinkle Financial Consultants LLC |
Littleton, CO |
Q4 2025 |
|
$196.84M |
| SULENTIC ROBERT E |
Dallas, TX |
|
|
$196.51M |
| SWP FINANCIAL LLC |
San Diego, CA |
Q3 2025 |
|
$196.38M |
| Song Hong Fang |
Irvine, CA |
|
|
$196.35M |
| SCALAR GAUGE MANAGEMENT, LLC |
Dallas, TX |
Q3 2025 |
|
$196.14M |
| Sherman Laura |
Tampa, FL |
|
|
$194.7M |
| Smallwood Wealth Investment Management, LLC |
Red Bank, NJ |
Q3 2025 |
|
$194.64M |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO |
Columbus, OH |
Q3 2025 |
|
$193.95M |
| Sarvananthan Ganendran |
Fort Worth, TX |
|
|
$193.71M |
| Sycamore Partners Torrid, L.L.C. |
New York, NY |
|
|
$193.33M |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
San Francisco, CA |
Q2 2021 |
|
$191.92M |
| SMUCKER RICHARD K |
Orrville, OH |
|
|
$191.59M |
| Signature Wealth Management Partners, LLC |
Montvale, NJ |
Q3 2025 |
|
$191.03M |
| Sage Advisory Services, Ltd.Co. |
Austin, TX |
Q3 2025 |
|
$190.65M |
| Smith Thornton Advisors LLC |
Huntsville, AL |
Q3 2025 |
|
$190.64M |
| Sivik Global Healthcare LLC |
Greenwich, CT |
Q3 2025 |
|
$190.48M |
| Sheridan Capital Management, LLC |
San Rafael, CA |
Q3 2025 |
|
$189.33M |
| SkyKnight Capital Fund II, L.P. |
San Francisco, CA |
|
|
$187.4M |
| Sun Benjamin |
Seattle, WA |
|
|
$187.09M |
| Sylvest Advisors, LLC |
Dallas, TX |
Q3 2025 |
|
$186.18M |
| Symphony Financial Services, Inc. |
Akron, OH |
Q3 2025 |
|
$185.8M |
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
Arlington, VA |
Q3 2025 |
|
$184.87M |
| Starwood Real Estate Securities, LLC |
Greenwich, CT |
Q3 2015 |
|
$184.73M |
| Spectrum Investment Advisors, Inc. |
Mequon, WI |
Q3 2025 |
|
$184.7M |
| SCHRODERS IS Ltd |
London, United Kingdom |
Q4 2022 |
|
$184.51M |
| Strive Asset Management, LLC |
Dallas, TX |
Q3 2025 |
|
$184.42M |
| Sorkin David |
New York, NY |
|
|
$184.37M |
| Sovereign's Capital Management, LLC |
Atlanta, GA |
Q3 2025 |
|
$184.28M |
| Simon Charitable Public LLC |
Cleveland, OH |
Q3 2014 |
|
$184.14M |
| Spruill Yancey L. |
Longmont, CO |
|
|
$183.9M |
| Sharp Financial Services, LLC |
Horsham, PA |
Q3 2025 |
|
$183.88M |
| Solas Capital Management, LLC |
Darien, CT |
Q3 2025 |
|
$183.35M |
| Sofinnova Management VIII, L.L.C. |
Menlo Park, CA |
Q4 2017 |
|
$183.18M |
| Signature Resources Capital Management, LLC |
Newport Beach, CA |
Q3 2025 |
|
$182.76M |
| Solano Wealth Management, Inc. |
Fairfield, CA |
Q2 2024 |
|
$182.61M |
| Stegner Investment Associates Inc. |
Louisville, KY |
Q3 2025 |
|
$182.37M |
| SARD WEALTH MANAGEMENT GROUP, LLC |
Atlanta, GA |
Q4 2025 |
|
$182.21M |
| Sarissa Capital Management LP |
Greenwich, CT |
Q3 2025 |
|
$180.39M |
| SANSONE THOMAS A |
St Petersburg, FL |
|
|
$180.3M |
| Schwab-Pomerantz Carolyn |
Westlake, TX |
|
|
$180.24M |
| SAGE PRIVATE WEALTH GROUP, LLC |
Oakbrook Terrace, IL |
Q3 2025 |
|
$179.8M |
| Schiff Charles Odell |
Cincinnati, OH |
|
|
$179.69M |
| SPRINGER TIMOTHY A |
Chestnut Hill, MA |
|
|
$179.67M |
| SECURED RETIREMENT ADVISORS, LLC |
St Louis Park, MN |
Q3 2025 |
|
$179.08M |
| Salvus Wealth Management, LLC |
Red Bank, NJ |
Q3 2025 |
|
$178.96M |
| Sowa Financial Group, Inc. |
Lincoln, RI |
Q3 2025 |
|
$178.26M |
| Schuck Henry |
Vancouver, WA |
|
|
$177.47M |
| Silicon Hills Wealth Management, LLC |
Austin, TX |
Q2 2023 |
|
$177.21M |
| Spectrum Planning & Advisory Services Inc. |
San Diego, CA |
Q3 2025 |
|
$177.16M |
| Smiths Group International Holdings Ltd |
London, United Kingdom |
|
|
$177.15M |
| SMITHS GROUP PLC |
London, United Kingdom |
|
|
$177.15M |
| SCF Partners, Inc. |
Houston, TX |
Q3 2025 |
|
$176.85M |
| Semus Wealth Partners LLC |
Boca Raton, FL |
Q3 2025 |
|
$176.62M |
| Starwood Capital Group Management, L.L.C. |
Miami Beach, FL |
Q3 2025 |
|
$176.43M |
| SIMON DAVID |
Indianapolis, IN |
|
|
$175.82M |
| SCHNEIDER CAPITAL MANAGEMENT CORP |
Berwyn, PA |
Q1 2020 |
|
$175.45M |
| SUTTON PLACE INVESTORS LLC |
Armonk, NY |
Q3 2025 |
|
$175.4M |
| Samaha Eli |
New York, NY |
|
|
$174.91M |
| Shair Matthew |
Cambridge, MA |
|
|
$174.34M |
| Skovronsky Daniel |
Indianapolis, IN |
|
|
$174.16M |
| Stephenson & Company, Inc. |
San Clemente, CA |
Q3 2025 |
|
$174.11M |
| Stenham Asset Management Ltd |
Guernsey |
Q3 2025 |
|
$173.92M |
| STRAIGHTLINE GROUP LLC |
Troy, MI |
Q3 2025 |
|
$173.54M |
| Searchlight III CVL, LLC |
New York, NY |
|
|
$173.48M |
| SeaTown Holdings Pte. Ltd. |
Singapore, Singapore |
Q3 2025 |
|
$173.46M |
| Strategic Planning, Inc. |
Columbus, OH |
Q3 2025 |
|
$172.82M |
| Strategic Financial Planning, Inc. |
Plano, TX |
Q3 2025 |
|
$172.58M |
| Sandell Asset Management Corp. |
New York, NY |
Q3 2020 |
|
$172.2M |
| Stevens First Principles Investment Advisors |
Newport Beach, CA |
Q2 2019 |
|
$172M |
| SFM, LLC |
Manchester, NH |
Q3 2025 |
|
$171.97M |
| SummerHaven Investment Management, LLC |
Stamford, CT |
Q3 2025 |
|
$171.68M |
| Successful Portfolios LLC |
Clearwater, FL |
Q3 2025 |
|
$171.35M |
| SIEGALL CLAY B |
Bothell, WA |
|
|
$170.98M |
| SECURITY ASSET MANAGEMENT |
New York, NY |
Q1 2023 |
|
$170.93M |
| SANTA MONICA PARTNERS LP |
Palm Beach Gardens, FL |
Q3 2025 |
|
$170.44M |
| Siebel Living Trust u/a/d 7/27/93, as amended |
Redwood City, CA |
|
|
$169.67M |
| SLB LIMITED/NV |
Houston, TX |
|
|
$169.62M |
| Saddle Road Partners, LLC |
Omaha, NE |
Q4 2016 |
|
$169.33M |
| STAR Financial Bank |
Fort Wayne, IN |
Q3 2025 |
|
$169.08M |
| Spahn Wealth & Retirement LLC |
Scottsdale, AZ |
Q3 2025 |
|
$168.7M |
| Shearwater Capital LLC |
Denver, CO |
Q3 2025 |
|
$168.52M |
| SoundView Advisors Inc. |
Olympia, WA |
Q3 2025 |
|
$168.36M |
| SEVEN LOCKS CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2016 |
|
$168.34M |
| SARTINI BLAKE L |
Las Vegas, Nv, Usa, NV |
|
|
$167.91M |
| Sternberg Zachary |
New York, NY |
|
|
$167.14M |
| Serenity Capital LLC |
Palo Alto, CA |
Q1 2025 |
|
$167.13M |
| Spectrum Strategic Capital Management, LLC |
Corvallis, OR |
Q3 2025 |
|
$167.06M |
| Swisher Financial Concepts, Inc. |
Westerville, OH |
Q3 2025 |
|
$166.82M |
| STERLING INVESTMENT MANAGEMENT, LLC |
Tucson, AZ |
Q3 2025 |
|
$166.48M |
| Sagil Capital LLP |
London, United Kingdom |
Q3 2025 |
|
$165.71M |
| Seros Financial, LLC |
Tempe, AZ |
Q3 2025 |
|
$165.26M |
| Silverberg Bernstein Capital Management LLC |
Armonk, NY |
Q3 2025 |
|
$164.79M |
| Sentonas Michael |
Austin, TX |
|
|
$164.4M |
| Sealbond Ltd |
Hong Kong, Hong Kong |
|
|
$164.02M |
| Stanich Group LLC |
Montauk, NY |
Q3 2025 |
|
$163.33M |
| SMITH CAPITAL MANAGEMENT INC /AR/ADV |
Little Rock, AR |
Q3 2020 |
|
$162.82M |
| St. Louis Financial Planners Asset Management, LLC |
Chesterfield, MO |
Q4 2025 |
|
$162.7M |
| Sebold Capital Management, Inc. |
Lisle, IL |
Q2 2025 |
|
$162.31M |
| Salus Financial Advisors, LLC |
Colorado Springs, CO |
Q3 2025 |
|
$162.14M |
| SECTORAL ASSET MANAGEMENT INC |
Montreal, Quebec, Canada |
Q3 2025 |
|
$162.01M |
| Sanibel Captiva Investment Advisers, Inc. |
Chicago, IL |
Q4 2013 |
|
$161.97M |
| Soviero Asset Management, LP |
New York, NY |
Q3 2025 |
|
$161.75M |
| SVB Investment Services Inc. |
Salt Lake City, UT |
Q1 2022 |
|
$161.2M |
| Sunbeam Capital Management, LLC |
Atlanta, GA |
Q3 2025 |
|
$160.9M |
| Sterling Manor Financial, LLC |
Saratoga Springs, NY |
Q4 2025 |
|
$160.26M |
| SOUTH PLAINS FINANCIAL, INC. |
Lubbock, TX |
Q3 2025 |
|
$160.23M |
| Schwallier Wealth Management LLC |
Grand Rapids, MI |
Q3 2025 |
|
$160.19M |
| SCHORSCH NICHOLAS S |
Newport, RI |
|
|
$157.09M |
| STRALEM & CO INC |
New York, NY |
Q2 2020 |
|
$157.05M |
| SFI Advisors, LLC |
Montclair, NJ |
Q3 2025 |
|
$156.98M |
| State of Wisconsin - Board of Commissioners of Public Lands |
Madison, WI |
Q3 2025 |
|
$156.9M |
| Sterling Wealth Advisors Inc |
Plantation, FL |
Q3 2025 |
|
$156.7M |
| Series R of UM Partners, LLC |
Hanover, PA |
|
|
$156.6M |
| SALZHAUER MICHAEL |
New York, NY |
Q3 2025 |
|
$156.59M |
| Stonekeep Investments, LLC |
Sante Fe, NM |
Q4 2025 |
|
$156.4M |
| SYMONS CAPITAL MANAGEMENT INC |
Pittsburgh, PA |
Q3 2021 |
|
$155.87M |
| Sarver Vrooman Wealth Advisors |
Kansas City, MO |
Q3 2025 |
|
$155.59M |
| SYNTAX RESEARCH, INC. |
Boca Raton, FL |
Q3 2025 |
|
$155.58M |
| Shotwell Rutter Baer Inc |
Lansing, MI |
Q3 2025 |
|
$154.99M |
| Sonsini Peter W. |
Menlo Park, CA |
|
|
$154.98M |
| Slifka Eric |
Waltham, MA |
|
|
$154.57M |
| Sheets Smith Investment Management |
Houston, TX |
Q3 2025 |
|
$154.17M |
| St. Albans Global Management, LLC |
Clayton, MO |
|
|
$153.77M |
| Sridhar KR |
Sunnyvale, CA |
|
|
$153.73M |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
Sioux City, IA |
Q3 2025 |
|
$153.59M |
| SIENA CAPITAL LLC |
Cincinnati, OH |
Q3 2022 |
|
$153.4M |
| Susquehanna Capital Management, LLC |
Bala Cynwyd, PA |
Q3 2025 |
|
$152.88M |
| STATA RAY |
Wilmington, MA |
|
|
$152.8M |
| SLT Holdings LLC |
Scottsdale, AZ |
Q3 2025 |
|
$152.78M |
| Stripes Holdings, LLC |
New York, NY |
|
|
$152.26M |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
Los Angeles, CA |
Q3 2025 |
|
$151.77M |
| STEINOUR STEPHEN D |
Boston, MA |
|
|
$151.76M |
| Saxony Capital Management, LLC |
St. Louis, MO |
Q3 2025 |
|
$151.67M |
| SCRATCH CAPITAL LLC |
Boise, ID |
Q3 2025 |
|
$151.6M |
| Somnio Financial Group, LLC |
Glastonbury, CT |
Q4 2025 |
|
$151.28M |
| Sippican Capital Advisors |
Boston, MA |
Q3 2025 |
|
$151.27M |
| Schulz Wealth, LTD. |
Mansfield, TX |
Q3 2025 |
|
$151.26M |