| WELLINGTON MANAGEMENT GROUP LLP |
Boston, MA |
Q3 2025 |
1,918 |
$571.19B |
| WELLS FARGO & COMPANY/MN |
San Francisco, CA |
Q3 2025 |
6,433 |
$490.21B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
Plymouth, MN |
Q4 2025 |
3,623 |
$73.71B |
| WADDELL & REED FINANCIAL INC |
Overland Park, KS |
Q1 2021 |
474 |
$48.56B |
| WCM INVESTMENT MANAGEMENT, LLC |
Laguna Beach, CA |
Q3 2025 |
228 |
$48.06B |
| Woodbridge CO LTD |
Toronto, Ontario, Canada |
Q3 2025 |
34 |
$47.34B |
| Wealthfront Advisers LLC |
Palo Alto, CA |
Q3 2025 |
1,007 |
$42.6B |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
Chicago, IL |
Q3 2025 |
414 |
$38.67B |
| Winslow Capital Management, LLC |
Minneapolis, MN |
Q3 2025 |
60 |
$30.27B |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
Boston, MA |
Q3 2025 |
235 |
$23.83B |
| WORLDQUANT MILLENNIUM ADVISORS LLC |
New York, NY |
Q3 2025 |
500 |
$23.15B |
| Woodline Partners LP |
San Francisco, CA |
Q3 2025 |
870 |
$21.24B |
| Wealthspire Advisors, LLC |
New York, NY |
Q3 2025 |
3,060 |
$19.13B |
| WASATCH ADVISORS LP |
Salt Lake City, UT |
Q3 2025 |
229 |
$18.59B |
| WESTWOOD HOLDINGS GROUP INC |
Dallas, TX |
Q3 2025 |
489 |
$14.01B |
| Walleye Capital LLC |
New York, NY |
Q3 2025 |
1,781 |
$12.32B |
| WealthNavi Inc. |
Shinagawa Ku, Tokyo, Japan |
Q4 2025 |
10 |
$11.32B |
| Waverly Advisors, LLC |
Birmingham, AL |
Q3 2025 |
1,277 |
$10.02B |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
London, United Kingdom |
Q3 2025 |
21 |
$9.18B |
| WHITTIER TRUST CO |
South Pasadena, CA |
Q3 2025 |
1,380 |
$8.79B |
| Williams Jones Wealth Management, LLC. |
New York, NY |
Q3 2025 |
509 |
$8.74B |
| Whale Rock Capital Management LLC |
Boston, MA |
Q3 2025 |
36 |
$8.49B |
| WELCH & FORBES LLC |
Boston, MA |
Q3 2025 |
383 |
$8.3B |
| WINDACRE PARTNERSHIP LLC |
Houston, TX |
Q3 2025 |
11 |
$7.99B |
| Windhaven Investment Management, Inc. |
Boston, MA |
Q1 2018 |
28 |
$7.79B |
| Waverton Investment Management Ltd |
London, United Kingdom |
Q3 2025 |
101 |
$7.77B |
| WOLVERINE ASSET MANAGEMENT LLC |
Chicago, IL |
Q3 2025 |
1,107 |
$6.88B |
| Weiss Asset Management LP |
Boston, MA |
Q3 2025 |
579 |
$6.73B |
| Winder Investment Pte Ltd |
Singapore, Singapore |
Q2 2023 |
3 |
$6.41B |
| Walleye Trading LLC |
New York, NY |
Q3 2025 |
1,044 |
$6.26B |
| Walgreens Boots Alliance, Inc. |
Deerfield, IL |
Q2 2025 |
1 |
$5.84B |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
Charlotte, NC |
Q4 2025 |
511 |
$5.57B |
| WHITEBOX ADVISORS LLC |
Minneapolis, MN |
Q3 2025 |
390 |
$5.19B |
| Wealthcare Advisory Partners LLC |
West Chester, PA |
Q4 2025 |
1,066 |
$5.09B |
| WOLVERINE TRADING, LLC |
Chicago, IL |
Q3 2025 |
1,566 |
$4.96B |
| Walmart Inc. |
Bentonville, AR |
Q3 2025 |
3 |
$4.93B |
| World Investment Advisors |
Santa Barbara, CA |
Q3 2025 |
1,226 |
$4.88B |
| WILLIAMS JONES & ASSOCIATES LLC |
New York, NY |
Q2 2019 |
393 |
$4.82B |
| WHITTIER TRUST CO OF NEVADA INC |
Reno, NV |
Q3 2025 |
1,275 |
$4.69B |
| WIT, LLC |
District Of Columbia, DC |
Q3 2025 |
18 |
$4.41B |
| WestEnd Advisors, LLC |
Charlotte, NC |
Q3 2025 |
389 |
$4.28B |
| Wilmington Savings Fund Society, FSB |
Wilmington, DE |
Q3 2025 |
1,373 |
$4.15B |
| Westwood Global Investments, LLC |
Boston, MA |
Q3 2025 |
11 |
$4.01B |
| WESBANCO BANK INC |
Wheeling, WV |
Q3 2025 |
688 |
$3.6B |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
Norfolk, VA |
Q1 2024 |
526 |
$3.57B |
| WADE G W & INC |
Wellesley, MA |
Q4 2023 |
417 |
$3.08B |
| WEDBUSH SECURITIES INC |
Los Angeles, CA |
Q3 2025 |
1,167 |
$3.06B |
| WASHINGTON TRUST Co |
Westerly, RI |
Q3 2025 |
274 |
$3.05B |
| Wedmont Private Capital |
West Chester, PA |
Q4 2025 |
806 |
$2.88B |
| Wealthspire Advisors, L.P. |
Potomac, MD |
Q3 2020 |
483 |
$2.84B |
| Wealthsimple Inc. |
Toronto, Ontario, Canada |
Q3 2022 |
27 |
$2.68B |
| WGI DM, LLC |
Boston, MA |
Q3 2025 |
8 |
$2.68B |
| WINTON GROUP Ltd |
London, United Kingdom |
Q3 2025 |
697 |
$2.67B |
| Welch Group, LLC |
Birmingham, AL |
Q3 2025 |
298 |
$2.56B |
| Waldron Private Wealth LLC |
Bridgeville, PA |
Q4 2025 |
325 |
$2.53B |
| Wharton Business Group, LLC |
Malvern, PA |
Q3 2025 |
140 |
$2.28B |
| WT Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
43 |
$2.17B |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
Indianapolis, IN |
Q3 2025 |
117 |
$2.12B |
| WATERS PARKERSON & CO., LLC |
New Orleans, LA |
Q3 2025 |
184 |
$2.05B |
| Westchester Capital Management, LLC |
Valhalla, NY |
Q3 2025 |
246 |
$1.93B |
| Western Wealth Management, LLC |
Golden, CO |
Q3 2025 |
760 |
$1.89B |
| WEITZ INVESTMENT MANAGEMENT, INC. |
Omaha, NE |
Q3 2025 |
48 |
$1.84B |
| Willis Investment Counsel |
Gainesville, GA |
Q3 2025 |
127 |
$1.83B |
| Wesleyan Assurance Society |
Birmingham, United Kingdom |
Q3 2025 |
105 |
$1.67B |
| Willis Johnson & Associates, Inc. |
Houston, TX |
Q3 2025 |
185 |
$1.61B |
| WESTPAC BANKING CORP |
Sydney, Australia |
Q3 2025 |
451 |
$1.61B |
| WCG Wealth Advisors LLC |
Las Vegas, NV |
Q3 2025 |
331 |
$1.6B |
| Wilkinson Global Asset Management LLC |
New York, NY |
Q3 2025 |
66 |
$1.59B |
| WARBURG PINCUS LLC |
New York, NY |
Q3 2025 |
4 |
$1.55B |
| WEALTHSOURCE PARTNERS, LLC |
San Luis Obispo, CA |
Q4 2023 |
499 |
$1.54B |
| WOODMONT INVESTMENT COUNSEL LLC |
Nashville, TN |
Q3 2025 |
259 |
$1.51B |
| WealthPlan Investment Management, LLC |
Omaha, NE |
Q3 2025 |
335 |
$1.51B |
| Waratah Capital Advisors Ltd. |
Toronto, Ontario, Canada |
Q3 2025 |
138 |
$1.47B |
| WIPFLI FINANCIAL ADVISORS LLC, |
Milwaukee, WI |
Q3 2022 |
2,404 |
$1.42B |
| WASHINGTON TRUST BANK |
Spokane, WA |
Q3 2025 |
199 |
$1.36B |
| Waterloo Capital, L.P. |
Austin, TX |
Q3 2025 |
455 |
$1.34B |
| Washington Trust Advisors, Inc. |
Wellesley, MA |
Q3 2025 |
688 |
$1.31B |
| WBH ADVISORY INC |
Baltimore, MD |
Q3 2025 |
343 |
$1.31B |
| WEATHERLY ASSET MANAGEMENT L. P. |
Del Mar, CA |
Q4 2025 |
190 |
$1.3B |
| WINDWARD CAPITAL MANAGEMENT CO /CA |
Los Angeles, CA |
Q3 2025 |
71 |
$1.25B |
| Wealthquest Corp |
Cincinnati, OH |
Q3 2025 |
46 |
$1.25B |
| WAYCROSS PARTNERS, LLC |
Louisville, KY |
Q4 2025 |
94 |
$1.22B |
| Willow Creek Wealth Management Inc. |
Sebastopol, CA |
Q3 2025 |
180 |
$1.21B |
| WADDELL & ASSOCIATES, LLC |
Memphis, TN |
Q3 2025 |
325 |
$1.18B |
| WOODSTOCK CORP |
Boston, MA |
Q4 2025 |
156 |
$1.17B |
| Winthrop Advisory Group LLC |
Boston, MA |
Q3 2025 |
191 |
$1.14B |
| Wescott Financial Advisory Group, LLC |
Philadelphia, PA |
Q3 2025 |
177 |
$1.11B |
| W.G. Shaheen & Associates DBA Whitney & Co |
Rochester, NY |
Q3 2025 |
142 |
$1.1B |
| Wealth Architects, LLC |
Mountain View, CA |
Q3 2025 |
235 |
$1.06B |
| WealthTrust Fairport, LLC |
Cleveland, OH |
Q1 2019 |
418 |
$1.06B |
| Wolf Hill Capital Management, LP |
Greenwich, CT |
Q3 2025 |
32 |
$1.05B |
| WEBSTER BANK, N. A. |
Waterbury, CT |
Q3 2025 |
647 |
$1.04B |
| WNY Asset Management, LLC |
Williamsville, NY |
Q3 2025 |
237 |
$1.04B |
| WENDELL DAVID ASSOCIATES INC |
Portsmouth, NH |
Q3 2025 |
149 |
$1.01B |
| World Asset Management Inc |
Detroit, MI |
Q3 2021 |
841 |
$1.01B |
| Wellesley Asset Management |
Portsmouth, NH |
Q3 2025 |
56 |
$998.84M |
| WEALTHCARE CAPITAL MANAGEMENT LLC |
Richmond, VA |
Q3 2025 |
83 |
$984.89M |
| WEALTH ALLIANCE, LLC |
Mellville, NY |
Q3 2025 |
554 |
$971.78M |
| WFM ASIA (BVI) Ltd |
Road Town, Tortola, Virgin Islands, British |
Q3 2025 |
8 |
$901.59M |
| WealthShield Partners, LLC |
Cary, NC |
Q3 2025 |
566 |
$881.88M |
| Westerkirk Capital Inc. |
Victoria |
Q3 2025 |
240 |
$875.3M |
| WoodTrust Financial Corp |
Wisconsin Rapids, WI |
Q3 2025 |
184 |
$839.78M |
| Wellspring Financial Advisors, LLC |
Cleveland, OH |
Q3 2025 |
178 |
$831.83M |
| Wallace Capital Management Inc. |
Dallas, TX |
Q3 2025 |
77 |
$804.7M |
| Wallington Asset Management, LLC |
Indianapolis, IN |
Q4 2025 |
73 |
$788.4M |
| Wealth Management Nebraska |
Norfolk, NE |
Q3 2025 |
92 |
$748.86M |
| Wahed Invest LLC |
New York, NY |
Q3 2025 |
212 |
$731.55M |
| WILKINS INVESTMENT COUNSEL INC |
Boston, MA |
Q3 2025 |
122 |
$706.08M |
| WATER ISLAND CAPITAL LLC |
New York, NY |
Q3 2025 |
73 |
$698.24M |
| Well Done, LLC |
Holland, MI |
Q4 2025 |
197 |
$669.11M |
| Wood Investment Counsel LLC |
Denver, CO |
Q3 2014 |
85 |
$668.62M |
| WealthPLAN Partners, LLC |
Omaha, NE |
Q3 2025 |
249 |
$667.16M |
| Wealthstream Advisors, Inc. |
New York, NY |
Q3 2025 |
204 |
$661.33M |
| Wellington Shields Capital Management, LLC |
New York, NY |
Q3 2025 |
335 |
$658.92M |
| White Lighthouse Investment Management Inc. |
Bedford, MA |
Q3 2025 |
139 |
$655.99M |
| WS MANAGEMENT LLLP |
Jacksonville, FL |
Q3 2025 |
29 |
$651.6M |
| Warwick Investment Management, Inc. |
Bryan, TX |
Q4 2025 |
149 |
$649.01M |
| WILSEY ASSET MANAGEMENT INC |
San Diego, CA |
Q4 2025 |
29 |
$644.08M |
| Walkner Condon Financial Advisors LLC |
Madison, WI |
Q3 2025 |
299 |
$631.08M |
| Westside Investment Management, Inc. |
Santa Monica, CA |
Q3 2025 |
1,379 |
$625.93M |
| Werba Rubin Papier Wealth Management |
San Jose, CA |
Q3 2025 |
241 |
$619.11M |
| Watts Gwilliam & Co., LLC |
Gilbert, AZ |
Q3 2025 |
222 |
$619.1M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
Bermuda Run, NC |
Q3 2025 |
144 |
$615.55M |
| WPWealth LLP |
Fort Worth, TX |
Q3 2025 |
94 |
$611.83M |
| Walter Public Investments Inc. |
Westmount, Canada (Federal Level) |
Q3 2025 |
47 |
$608.46M |
| West Financial Advisors, LLC |
Des Moines, IA |
Q4 2025 |
235 |
$592.67M |
| WARBURG PINCUS & CO. |
NY, NY |
Q3 2025 |
0 |
$556.9M |
| Wealth Alliance Advisory Group, LLC |
Wichita, KS |
Q3 2025 |
191 |
$554.42M |
| WEDGEWOOD PARTNERS INC |
St Louis, MO |
Q3 2025 |
19 |
$547.9M |
| Woodson Capital Management, LP |
Greenwich, CT |
Q3 2025 |
24 |
$547.3M |
| Windsor Wealth Management, Inc. |
Indianapolis, IN |
Q3 2023 |
157 |
$546.06M |
| WHITE MOUNTAINS INSURANCE GROUP LTD |
Hanover, NH |
Q3 2025 |
1 |
$542.48M |
| WESTPORT ADVISERS LLC |
Westport, CT |
Q2 2016 |
38 |
$542.44M |
| Westover Capital Advisors, LLC |
Wilmington, DE |
Q3 2025 |
217 |
$540.73M |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
Glastonbury, CT |
Q2 2025 |
64 |
$540M |
| WINSLOW ASSET MANAGEMENT INC |
Beachwood, OH |
Q3 2025 |
76 |
$532.93M |
| WestHill Financial Advisors, Inc. |
San Rafael, CA |
Q3 2025 |
78 |
$510.27M |
| WEST PACES ADVISORS INC. |
Atlanta, GA |
Q3 2025 |
188 |
$502.42M |
| WESPAC Advisors SoCal, LLC |
Pasadena, CA |
Q4 2025 |
110 |
$495.87M |
| WHALEROCK POINT PARTNERS, LLC |
Providence, RI |
Q3 2025 |
185 |
$492.53M |
| Westwind Capital |
Las Cruces, NM |
Q4 2025 |
43 |
$489.43M |
| Waterfront Wealth Inc. |
Overland Park, KS |
Q3 2025 |
268 |
$488.31M |
| Wealth Dimensions Group, Ltd. |
Cincinnati, OH |
Q3 2025 |
177 |
$486.45M |
| WELCH CAPITAL PARTNERS LLC/NY |
Harrison, NY |
Q3 2025 |
26 |
$485.52M |
| Webs Creek Capital Management LP |
Dallas, TX |
Q3 2025 |
18 |
$479.62M |
| WESCAP Management Group, Inc. |
Glendale, CA |
Q3 2025 |
103 |
$475.86M |
| Winslow, Evans & Crocker, Inc. |
Boston, MA |
Q4 2020 |
1,224 |
$473.23M |
| Waypoint Capital Advisors, LLC |
Minneapolis, MN |
Q3 2024 |
127 |
$469.58M |
| Westchester Capital Management, Inc. |
Omaha, NE |
Q3 2025 |
43 |
$465.16M |
| Whitaker-Myers Wealth Managers, LTD. |
Mansfield, OH |
Q3 2025 |
116 |
$458.6M |
| Weaver Capital Management LLC |
Suwanee, GA |
Q3 2025 |
188 |
$458.54M |
| WALLER FINANCIAL PLANNING GROUP, INC |
Columbus, OH |
Q4 2025 |
75 |
$450.35M |
| Wiser Wealth Management, Inc |
Marietta, GA |
Q4 2025 |
55 |
$449.75M |
| Wealth Group Ltd |
Eden Prairie, MN |
Q4 2025 |
87 |
$446.78M |
| Prem Watsa V. |
Toronto |
Q3 2025 |
0 |
$446.39M |
| West Family Investments, Inc. |
Carlsbad, CA |
Q3 2025 |
377 |
$444.25M |
| West Wealth Group, LLC |
Irvine, CA |
Q3 2025 |
123 |
$443.58M |
| WFG Advisors, LP |
Dallas, TX |
Q2 2017 |
1,465 |
$441.94M |
| Winch Advisory Services, LLC |
Appleton, WI |
Q3 2025 |
507 |
$440.09M |
| WEXFORD CAPITAL LP |
West Palm Beach, FL |
Q3 2025 |
394 |
$435.88M |
| Weil Company, Inc. |
San Diego, CA |
Q4 2025 |
115 |
$434.79M |
| Wagner Wealth Management, LLC |
Greenville, SC |
Q3 2025 |
249 |
$430.91M |
| Wolff Financial Management LLC |
Kalamazoo, MI |
Q3 2025 |
101 |
$430.77M |
| SE Wendel |
Paris |
Q3 2025 |
1 |
$429.49M |
| Wealth Advisory Solutions, LLC |
Zionsville, IN |
Q4 2025 |
138 |
$429.04M |
| WealthBridge Capital Management, LLC |
Westerville, OH |
Q3 2025 |
214 |
$426.12M |
| Whitcomb & Hess, Inc. |
Ashland, OH |
Q4 2025 |
60 |
$424.05M |
| Warther Private Wealth, LLC |
Akron, OH |
Q3 2025 |
50 |
$422.66M |
| White Pine Investment CO |
Livonia, MI |
Q3 2025 |
67 |
$421.5M |
| Wealthspring Capital LLC |
West Harrison, NY |
Q3 2025 |
165 |
$420.08M |
| Waterway Wealth Management, LLC |
The Woodlands, TX |
Q3 2025 |
81 |
$419.26M |
| WHITENER CAPITAL MANAGEMENT, INC. |
Rocky Mount, NC |
Q3 2025 |
165 |
$417.7M |
| Wick Capital Partners, LLC |
Wayne, PA |
Q3 2025 |
117 |
$417.62M |
| WINMILL & CO. INC |
Rochester, NY |
Q3 2025 |
55 |
$416.33M |
| WEST MICHIGAN ADVISORS, LLC |
Holland, MI |
Q3 2025 |
261 |
$415.99M |
| Winthrop Capital Management, LLC |
Carmel, IN |
Q3 2025 |
325 |
$413.35M |
| Watchman Group, Inc. |
Plano, TX |
Q3 2025 |
78 |
$413.1M |
| Waypoint Wealth Partners Inc. |
Mill Valley, CA |
Q2 2025 |
76 |
$411.42M |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
Sydney, Australia |
Q3 2025 |
41 |
$404.15M |
| Westmount Partners, LLC |
Los Angeles, CA |
Q4 2025 |
246 |
$398.88M |
| Willingdon Wealth Management |
Huntersville, NC |
Q1 2020 |
274 |
$394.76M |
| WP Advisors, LLC |
San Francisco, CA |
Q3 2025 |
121 |
$393.4M |
| Weaver Consulting Group |
Huntington Beach, CA |
Q3 2025 |
264 |
$393.06M |
| WIM INVESTMENT MANAGEMENT Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
18 |
$393.05M |
| WBI INVESTMENTS, LLC |
Red Bank, NJ |
Q3 2025 |
297 |
$391.14M |
| WestBridge Crossover Fund, LLC |
Ebene, Mauritius |
Q3 2025 |
0 |
$389.52M |
| West Branch Capital LLC |
Amherst, MA |
Q4 2025 |
415 |
$388.07M |
| Winder Pte. Ltd. |
Singapore, Singapore |
Q4 2024 |
0 |
$386.68M |
| Wellington Shields & Co., LLC |
New York, NY |
Q3 2025 |
324 |
$383.41M |
| Windmill Hill Asset Management Ltd |
Waddesdon, United Kingdom |
Q3 2025 |
24 |
$381.37M |
| Wildcat Capital Management, LLC |
New York, NY |
Q3 2025 |
5 |
$375.46M |
| WealthTrust Axiom LLC |
Wayne, PA |
Q3 2025 |
270 |
$373.31M |
| Whetstone Capital Advisors, LLC |
Shawnee Mission, KS |
Q3 2025 |
56 |
$366.8M |
| Wakefield Asset Management LLLP |
Englewood, CO |
Q3 2025 |
193 |
$366.4M |
| Windsor Capital Management, LLC |
Phoenix, AZ |
Q4 2025 |
121 |
$362.28M |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
South Bend, IN |
Q3 2025 |
153 |
$360.53M |
| Westbourne Investment Advisors, Inc. |
Annapolis, MD |
Q3 2025 |
116 |
$358.71M |
| WORLD EQUITY GROUP, INC. |
Schaumburg, IL |
Q4 2025 |
326 |
$358.25M |
| Westend Capital Management, LLC |
Sausalito, CA |
Q4 2025 |
238 |
$356.85M |
| Warberg Asset Management LLC |
Winnetka, IL |
Q3 2025 |
151 |
$356.5M |
| Wealth Management Partners, LLC |
Tucson, AZ |
Q4 2025 |
147 |
$350.21M |
| WHITE PINE CAPITAL LLC |
Bloomington, MN |
Q3 2025 |
225 |
$349.21M |
| Wealth High Governance Capital Ltda |
Sao Paulo, Brazil |
Q3 2025 |
35 |
$348.17M |
| WT Wealth Management |
Scottsdale, AZ |
Q3 2025 |
139 |
$347.46M |
| WRIGHT INVESTORS SERVICE INC |
Shelton, CT |
Q3 2025 |
146 |
$345.38M |
| WILLIAM HARRIS INVESTORS INC |
Chicago, IL |
Q4 2016 |
95 |
$344.93M |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
Florence, SC |
Q4 2025 |
94 |
$344.43M |
| WealthCare Investment Partners, LLC |
Portsmouth, RI |
Q4 2025 |
183 |
$343.22M |
| Wood Tarver Financial Group, LLC |
Boise, ID |
Q3 2025 |
151 |
$338.87M |
| Weber Alan W |
Armonk, NY |
Q4 2020 |
79 |
$334.12M |
| Warren Street Wealth Advisors, LLC |
Newport Beach, CA |
Q3 2025 |
146 |
$333.45M |
| WuXi AppTec Co., Ltd. |
Shanghai, China |
Q3 2024 |
2 |
$331.41M |
| WASHINGTON STATE INVESTMENT BOARD |
Olympia, WA |
Q3 2025 |
2 |
$329.4M |
| WRAPMANAGER INC |
Mill Valley, CA |
Q3 2025 |
151 |
$324.9M |
| WealthBridge Investment Counsel Inc. |
Calgary, Alberta, Canada |
Q3 2025 |
46 |
$324.39M |
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
Province, RI |
Q4 2025 |
35 |
$324.27M |
| Windsor Creek Advisors, LLC |
Bethel, VT |
Q4 2021 |
104 |
$323.92M |
| WATERSHED PRIVATE WEALTH LLC |
Oak Brook, IL |
Q3 2025 |
112 |
$316.44M |
| Whelan Financial |
Fresno, CA |
Q3 2025 |
97 |
$315.5M |
| WESTERLY CAPITAL MANAGEMENT, LLC |
San Francisco, CA |
Q3 2025 |
39 |
$315.24M |
| WR Wealth Planners, LLC |
Columbia, MO |
Q4 2024 |
1,099 |
$311.03M |
| WEALTH EFFECTS LLC |
Boston, MA |
Q3 2025 |
217 |
$310.97M |
| WEALTH MANAGEMENT RESOURCES, INC. |
Smithfield, RI |
Q3 2025 |
32 |
$309.03M |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
Highland Park, IL |
Q3 2025 |
142 |
$304.35M |
| Whitegate Investment Counselors, Inc. |
Concord, NH |
Q3 2025 |
65 |
$303.78M |
| Whitefort Capital Management, LP |
New York, NY |
Q3 2025 |
16 |
$302.09M |
| Wealth Advisors of Tampa Bay, LLC |
Tampa, FL |
Q3 2025 |
95 |
$300.19M |
| WMG Financial Advisors, LLC |
Knoxville, TN |
Q3 2025 |
212 |
$299.75M |
| Wolf Group Capital Advisors |
Fairfax, VA |
Q1 2025 |
166 |
$297.74M |
| Wambolt & Associates, LLC |
Littleton, CO |
Q2 2025 |
171 |
$297.29M |
| Wealth Advisors of Iowa, LLC |
West Des Moines, IA |
Q3 2025 |
83 |
$293.71M |
| Westshore Wealth, LLC |
Newport Beach, CA |
Q3 2025 |
102 |
$292.7M |
| Wellesley Investment Partners, LLC |
Wellesley, MA |
Q3 2020 |
103 |
$292.53M |
| Wade Financial Advisory, Inc |
Campbell, CA |
Q1 2025 |
76 |
$291.92M |
| Windward Private Wealth Management Inc. |
Overland Park, KS |
Q3 2025 |
44 |
$289.85M |
| Waterford Advisors, LLC |
Orchard Park, NY |
Q3 2025 |
54 |
$289.21M |
| WealthStone, Inc. |
Columbus, OH |
Q1 2021 |
276 |
$286.72M |
| Wealth Management Associates, Inc. |
Cherry Hill, NJ |
Q3 2025 |
230 |
$281.79M |
| Wealth Quarterback LLC |
Toms River, NJ |
Q4 2025 |
151 |
$277.74M |
| Winfield Associates, Inc. |
Cleveland, OH |
Q1 2022 |
153 |
$276.44M |
| Weinberger Asset Management, Inc |
Los Angeles, CA |
Q3 2025 |
88 |
$276.26M |
| Westwood Wealth Management |
Los Angeles, CA |
Q3 2025 |
46 |
$272.68M |
| Wind River Trust Co |
Jackson, WY |
Q3 2025 |
10 |
$270.44M |
| WESTWOOD MANAGEMENT CORP /IL/ |
Chicago, IL |
Q4 2023 |
28 |
$270.16M |
| WIT Partners Advisory Pte. Ltd. |
Singapore, Singapore |
Q3 2025 |
13 |
$269.47M |
| WEIK CAPITAL MANAGEMENT |
Wyomissing, PA |
Q3 2025 |
93 |
$267.99M |
| WARNER FINANCIAL, INC |
Bethesda, MD |
Q3 2025 |
124 |
$267.77M |
| WorthPointe, LLC |
La Jolla, CA |
Q3 2025 |
105 |
$266.77M |
| WEALTHEDGE INVESTMENT ADVISORS, LLC |
New York, NY |
Q3 2025 |
127 |
$264.29M |
| WEALTHSPAN PARTNERS, LLC |
Davenport, IA |
Q3 2025 |
120 |
$259.62M |
| Wela Strategies, Inc. |
Atlanta, GA |
Q3 2025 |
55 |
$257.75M |
| Walker Financial Services, Inc. |
Bowling Green, KY |
Q3 2025 |
42 |
$257.08M |
| Wealthstar Advisors, LLC |
Plano, TX |
Q3 2025 |
138 |
$253.54M |
| waypoint wealth counsel |
Atlanta, GA |
Q3 2025 |
267 |
$253.22M |
| WITTENBERG INVESTMENT MANAGEMENT, INC. |
Carlisle, MA |
Q3 2025 |
75 |
$252.03M |
| WealthOne, LLC |
Albany, NY |
Q3 2023 |
85 |
$247.63M |
| WJ Interests, LLC |
Sugar Land, TX |
Q3 2025 |
25 |
$247.6M |
| Weitzel Financial Services, Inc. |
Dubuque, IA |
Q3 2025 |
48 |
$246.13M |
| Wills Financial Group LLC |
Richmond, VA |
Q3 2025 |
67 |
$243.83M |
| Wealth Watch Advisors, INC |
Englewood, CO |
Q3 2025 |
921 |
$242.7M |
| WESTPORT ASSET MANAGEMENT INC |
Southport, CT |
Q3 2025 |
75 |
$239.77M |
| Worth Asset Management, LLC |
Dallas, TX |
Q4 2025 |
157 |
$235.79M |
| WD RUTHERFORD LLC |
Portland, OR |
Q3 2025 |
73 |
$235.13M |
| WETZEL INVESTMENT ADVISORS, INC. |
Indianapolis, IN |
Q3 2025 |
129 |
$234.34M |
| Wrenne Financial Planning LLC |
Lexington, KY |
Q3 2025 |
50 |
$233.9M |
| Wayfinding Financial, LLC |
Lynnwood, WA |
Q3 2025 |
150 |
$232.27M |
| Wills Financial Group, Inc. |
Richmond, VA |
Q4 2024 |
65 |
$231.61M |
| Western Financial Corp/CA |
San Diego, CA |
Q3 2025 |
120 |
$229.79M |
| WJ Wealth Management, LLC |
Glendale, AZ |
Q3 2025 |
69 |
$227.45M |
| Wealth Advisors Northwest LLC |
Portland, OR |
Q4 2025 |
56 |
$225.49M |
| Wunderlich Capital Managemnt |
Memphis, TN |
Q2 2024 |
105 |
$223.97M |
| Windle Wealth, LLC |
Oklahoma City, OK |
Q3 2025 |
33 |
$223.51M |
| WEALTH ADVISORS, INC. |
Rancho Santa Fe, CA |
Q3 2023 |
67 |
$223.34M |
| Westfuller Advisors, LLC |
New York, NY |
Q3 2025 |
758 |
$219.95M |
| WOODWARD DIVERSIFIED CAPITAL, LLC |
Bakersfield, CA |
Q4 2025 |
184 |
$218.31M |
| Wheelhouse Advisory Group LLC |
St. Louis, MO |
Q3 2025 |
45 |
$217.26M |
| WealthCollab, LLC |
Bellevue, WA |
Q3 2025 |
972 |
$216.85M |
| Watermark Asset Management, Inc. |
San Ramon, CA |
Q4 2018 |
262 |
$215.61M |
| Watchtower Advisors, LP |
Old Greenwich, CT |
Q3 2025 |
16 |
$214.35M |
| Windsor Financial Group, LLC |
Minneapolis, MN |
Q2 2017 |
79 |
$214.07M |
| Wealthcare Capital Partners, LLC |
West Chester, PA |
Q4 2025 |
149 |
$213.42M |
| Wells Trecaso Financial Group, LLC |
Akron, OH |
Q3 2025 |
80 |
$210.36M |
| Whitebark Investors LP |
Incline Village, NV |
Q3 2025 |
10 |
$210.03M |
| Westview Management dba Westview Investment Advisors |
Burlington, VT |
Q4 2025 |
75 |
$209.9M |
| WESTBOURNE INVESTMENTS, INC. |
Alexandria, VA |
Q3 2025 |
130 |
$208.52M |
| WIMMER ASSOCIATES 1, LLC |
Pasadena, CA |
Q3 2025 |
110 |
$208.04M |
| Worth Financial Advisory Group, LLC |
Charlotte, NC |
Q4 2025 |
180 |
$206.47M |
| Wynn Capital, LLC |
Augusta, GA |
Q4 2025 |
109 |
$205.89M |
| WIN ADVISORS, INC |
Palm Beach Gardens, FL |
Q3 2025 |
58 |
$205.47M |
| Westhampton Capital, LLC |
Winston Salem, NC |
Q3 2025 |
120 |
$205.33M |
| William Marsh Rice University |
Houston, TX |
Q4 2025 |
2 |
$203.46M |
| Werlinich Asset Management, LLC |
Stamford, CT |
Q4 2025 |
59 |
$202.7M |
| Wealth Management Strategies, Inc. |
Pittsburgh, PA |
Q3 2025 |
39 |
$201.9M |
| WASHINGTON UNIVERSITY |
St Louis, MO |
Q4 2025 |
5 |
$197.8M |
| WISCONSIN CAPITAL MANAGEMENT LLC |
Madison, WI |
Q3 2025 |
49 |
$195.92M |
| WILDER C JOHN |
Dallas, TX |
Q3 2025 |
0 |
$194.12M |
| W ADVISORS, LLC |
Germantown, TN |
Q3 2025 |
138 |
$189.87M |
| WAFRA INC. |
New York, NY |
Q3 2025 |
2 |
$189.13M |
| Western Standard LLC |
Los Angeles, CA |
Q3 2025 |
22 |
$186.98M |
| William B. Walkup & Associates, Inc. |
Columbia, SC |
Q3 2025 |
162 |
$186.69M |
| Walker Asset Management, LLC |
Verona, MO |
Q4 2025 |
140 |
$186.09M |
| Wishbone Management, LP |
Chicago, IL |
Q3 2025 |
4 |
$186M |
| William Mack & Associates, Inc. |
Troy, MI |
Q3 2025 |
88 |
$185.93M |
| WC Walker & Associates, Inc. |
Fullerton, CA |
Q4 2022 |
68 |
$184.46M |
| WESPAC Advisors, LLC |
Orinda, CA |
Q4 2025 |
178 |
$184.44M |
| WOLFF WIESE MAGANA LLC |
Carslbad, CA |
Q4 2025 |
945 |
$182.61M |
| WEST BANCORPORATION INC |
West Des Moines, IA |
Q3 2025 |
110 |
$179.85M |
| WALDEN WEALTH PARTNERS LLC |
Beachwood, OH |
Q2 2024 |
87 |
$179.15M |
| WASHBURN CAPITAL MANAGEMENT, INC. |
Vero Beach, FL |
Q3 2025 |
56 |
$178.99M |
| Working Capital Advisors (UK) Ltd. |
London, United Kingdom |
Q3 2025 |
3 |
$178.99M |
| William Allan Corp |
Fort Collins, CO |
Q3 2025 |
51 |
$178.33M |
| Wealth Forward, LLC |
Fargo, ND |
Q3 2025 |
43 |
$172.23M |
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
Omaha, NE |
Q4 2025 |
13 |
$171.91M |
| Wealth Preservation Advisors, LLC |
Chattanooga, TN |
Q3 2025 |
575 |
$171.86M |
| WealthTrust-Arizona, LLC |
Scottsdale, AZ |
Q4 2018 |
624 |
$171.65M |
| Whalen Wealth Management Inc. |
Las Vegas, NV |
Q3 2025 |
176 |
$171.17M |
| WHV Investments, Inc. |
San Francisco, CA |
Q1 2016 |
44 |
$170M |
| Rebecca Watson |
Hanover, NH |
Q3 2020 |
81 |
$169.26M |
| Wealthsimple US, Ltd. |
Brooklyn, NY |
Q1 2021 |
23 |
$168.86M |
| FRERES GESTION WORMSER |
Paris, France |
Q2 2025 |
48 |
$167.99M |
| White Wing Wealth Management |
The Wodlands, TX |
Q4 2025 |
35 |
$167.51M |
| WORLDLY PARTNERS MANAGEMENT, LLC |
Needham, MA |
Q3 2025 |
3 |
$167.46M |
| Willow Street Advisors LLC |
Naples, FL |
Q4 2013 |
137 |
$167.23M |
| WYNNEFIELD CAPITAL INC |
New York, NY |
Q3 2025 |
15 |
$166.38M |
| Warburton Capital Management, LLC |
Tulsa, OK |
Q3 2025 |
61 |
$166.13M |
| W.H. Cornerstone Investments Inc. |
Kingston, MA |
Q3 2025 |
115 |
$163.97M |
| Wilkins Miller Wealth Management, LLC |
Mobile, AL |
Q3 2025 |
92 |
$161.46M |
| Widmann Financial Services, Inc. |
Bowie, MD |
Q3 2025 |
113 |
$159.05M |
| Welch Investments, LLC |
Birmingham, AL |
Q4 2017 |
54 |
$157.49M |
| WestBridge Capital Management, LLC |
Trianon, Mauritius |
Q3 2025 |
1 |
$157.47M |
| WFA Asset Management Corp |
Whitefish Bay, WI |
Q3 2025 |
196 |
$156.31M |
| Water Oak Advisors LLC |
Winter Park, FL |
Q3 2020 |
17 |
$155.45M |
| Waterfront Capital Partners, LLC |
New York, NY |
Q3 2025 |
20 |
$152.83M |
| Wilson & Boucher Capital Management, LLC |
Moraga, CA |
Q3 2025 |
115 |
$152.13M |
| Whipplewood Advisors, LLC |
Littleton, CO |
Q3 2025 |
293 |
$152.03M |
| WALL STREET ASSOCIATES |
Lajolla, CA |
Q4 2016 |
202 |
$151.3M |
| WINEBRENNER CAPITAL MANAGEMENT LLC |
Louisville, KY |
Q4 2025 |
138 |
$150.06M |
| Winthrop Partners - WNY, LLC |
Buffalo, NY |
Q3 2019 |
290 |
$147.96M |
| Wealth Management Solutions, LLC |
Exton, PA |
Q3 2023 |
82 |
$145.84M |
| WINCAP FINANCIAL LLC |
Boston, MA |
Q4 2025 |
83 |
$145.67M |
| Warner Group LLC |
Madison, CT |
Q3 2025 |
60 |
$145.23M |
| Wingate Wealth Advisors, Inc. |
Lexington, MA |
Q3 2025 |
109 |
$144.36M |
| WealthTrust Asset Management, LLC |
Destin, FL |
Q3 2025 |
83 |
$144.31M |
| Wechter Feldman Wealth Management, Inc. |
Parsippany, NJ |
Q2 2021 |
23 |
$142.9M |
| WESTERN FINANCIAL Corp |
San Diego, CA |
Q3 2022 |
93 |
$142.77M |
| Walnut Level Capital LLC |
Denver, CO |
Q3 2025 |
31 |
$141.03M |
| WASHINGTON GROWTH STRATEGIES LLC |
Washington, DC |
Q3 2025 |
53 |
$140.27M |
| WEALTHGARDEN F.S. LLC |
El Segundo, CA |
Q3 2025 |
149 |
$140.23M |
| WASHINGTON CAPITAL MANAGEMENT, INC |
Seattle, WA |
Q3 2025 |
117 |
$140.16M |
| WILLNER & HELLER, LLC |
Encino, CA |
Q4 2025 |
165 |
$139.15M |
| WESTPORT RESOURCES MANAGEMENT INC |
Westport, CT |
Q3 2016 |
553 |
$138.13M |
| Wealth & Pension Services Group, Inc. |
Atlanta, GA |
Q3 2019 |
121 |
$138.08M |
| Wall Street Financial Group, Inc. |
Carlinville, IL |
Q4 2025 |
96 |
$137.28M |
| Wallace Hart LLC |
Lexington, KY |
Q3 2025 |
44 |
$135.95M |
| WFA of San Diego, LLC |
San Diego, CA |
Q2 2025 |
427 |
$135.83M |
| White & Co Financial Planning Inc |
Sunnyside, WA |
Q3 2025 |
19 |
$132.83M |
| Warm Springs Advisors Inc. |
Larkspur, CA |
Q3 2025 |
47 |
$131.66M |
| Williams & Novak, LLC |
Westlake Village, CA |
Q3 2025 |
140 |
$129.99M |
| Williamson Legacy Group, LLC |
Carmel, IN |
Q3 2025 |
97 |
$129.43M |
| WPG Advisers, LLC |
Baltimore, MD |
Q3 2025 |
1,447 |
$128.95M |
| WINNOW WEALTH LLC |
Waco, TX |
Q3 2025 |
573 |
$127.72M |
| White Knight Strategic Wealth Advisors, LLC |
Princeton, NJ |
Q3 2025 |
90 |
$126.99M |
| Woodside Wealth Management LLC |
Framingham, MA |
Q3 2025 |
80 |
$126.85M |
| Wallace Advisory Group, LLC |
Lafayette, CA |
Q3 2025 |
168 |
$123.65M |
| Wilmar Advisors LLC |
Juno Beach, FL |
Q3 2025 |
23 |
$121.83M |
| WealthTrak Capital Management LLC |
Virginia Beach, VA |
Q3 2025 |
77 |
$121.49M |
| Walthausen & Co., LLC |
Malta, NY |
Q3 2022 |
95 |
$119.83M |
| White Elm Capital, LLC |
Greenwich, CT |
Q4 2019 |
24 |
$117.85M |
| William Howard & Co Financial Advisors Inc |
Memphis, TN |
Q3 2025 |
56 |
$117.51M |
| WYNNCHURCH CAPITAL PARTNERS IV, L.P. |
Rosemont, IL |
Q3 2025 |
1 |
$117.05M |
| WULFF, HANSEN & CO. |
San Rafael, CA |
Q3 2025 |
101 |
$116.18M |
| Waycross Investment Management Co |
Bellingham, WA |
Q4 2025 |
47 |
$113.74M |
| WINTRUST INVESTMENTS LLC |
Chicago, IL |
Q4 2024 |
427 |
$113.54M |
| Windsor Advisory Group, LLC |
Columbus, OH |
Q3 2025 |
81 |
$112.98M |
| Warlander Asset Management, LP |
New York, NY |
Q3 2019 |
2 |
$111.18M |
| Wellington Wealth Strategies, LLC. |
Indianapolis, IN |
Q4 2024 |
66 |
$109.13M |
| Wolfstich Capital, LLC |
Medfield, MA |
Q4 2025 |
17 |
$106.95M |
| Wealth Advisory Team LLC |
Bellevue, KY |
Q2 2025 |
38 |
$106.92M |
| Wasserstein Debt Opportunities Management, L.P. |
New York, NY |
Q3 2025 |
1 |
$106.16M |
| Waterfall Asset Management, LLC |
New York, NY |
Q3 2025 |
17 |
$105.32M |
| Glenn W. Welling |
Newport Beach, CA |
Q3 2025 |
0 |
$104.52M |
| Wealth Enhancement & Preservation of GA, LLC |
Alpharetta, GA |
Q2 2023 |
48 |
$104.16M |
| Weaver C. Barksdale & Associates, Inc. |
Nashville, TN |
Q3 2025 |
62 |
$103.91M |
| WJ Financial Advisors LLC |
Killingworth, CT |
Q3 2025 |
108 |
$103.08M |
| Western Pacific Wealth Management, LP |
Lake Forest, IL |
Q3 2025 |
190 |
$102.45M |
| Wisconsin Wealth Advisors, LLC |
Sun Prairie, WI |
Q4 2025 |
85 |
$102.04M |
| Wealth Group, Ltd. |
Raleigh, NC |
Q2 2025 |
89 |
$100.79M |
| Woodbine Capital Advisors LP |
New York, NY |
Q1 2014 |
24 |
$99.7M |
| Wintergreen Advisers, LLC |
Mount Olive, NJ |
Q1 2019 |
4 |
$99.46M |
| Whitford Management LLC |
New York, NY |
Q3 2025 |
16 |
$99.37M |
| Waterstone Capital Management, L.P. |
St. Louis Park, MN |
Q4 2019 |
8 |
$98.63M |
| WILEN INVESTMENT MANAGEMENT CORP. |
Bonita Springs, FL |
Q3 2022 |
87 |
$98.08M |
| Williams Financial, LLC |
North Bennington, VT |
Q3 2025 |
17 |
$96.95M |
| Wernau Asset Management Inc. |
Gloucester, MA |
Q3 2025 |
46 |
$96.63M |
| Weatherstone Capital Management |
Denver, CO |
Q1 2019 |
84 |
$94.48M |
| Weyland Capital Management, LLC |
Portsmouth, NH |
Q2 2016 |
9 |
$93.98M |
| WEDGEWOOD INVESTORS INC /PA/ |
Erie, PA |
Q3 2025 |
105 |
$91.19M |
| Wall Capital Group, Inc. |
Phoenix, AZ |
Q4 2023 |
23 |
$88.24M |
| Watershed Asset Management, L.L.C. |
San Francisco, CA |
Q4 2023 |
117 |
$86.08M |
| Wavelength Capital Management, LLC |
Westport, CT |
Q3 2023 |
15 |
$85.92M |
| WESTON CAPITAL MANAGEMENT INC |
Los Angeles, CA |
Q4 2013 |
38 |
$80.95M |
| Wiser Advisor Group LLC |
Phoenix, AZ |
Q3 2025 |
248 |
$80.42M |
| Weather Gauge Advisory, LLC |
Williamsburg, VA |
Q3 2021 |
71 |
$77.81M |
| Wilks Brothers, LLC |
Cisco, TX |
Q3 2019 |
12 |
$77.03M |
| Wells Financial Advisors INC |
Framingham, MA |
Q3 2025 |
71 |
$74.72M |
| Westpark Management, LLC |
Plano, TX |
Q3 2022 |
5 |
$71.99M |
| White River Investment Partners, LLC |
San Francisco, CA |
Q3 2014 |
9 |
$71.79M |
| Wealth CMT |
Cherry Hill, NJ |
Q2 2023 |
10 |
$66.17M |
| Wise Wealth Partners |
Phoenix, AZ |
Q3 2025 |
51 |
$65.52M |
| Wellington Capital Management, Inc. |
Chevy Chase, MD |
Q2 2025 |
81 |
$58.08M |
| WEST COAST ASSET MANAGEMENT INC |
Montecito, CA |
Q3 2014 |
33 |
$53.6M |
| WEST RIM CAPITAL ASSOCIATES II, L.P. |
Lehi, UT |
Q3 2023 |
1 |
$46.76M |
| Winning Points Advisors, LLC |
Boca Raton, FL |
Q3 2024 |
31 |
$46.26M |
| Western Asset Management Company, LLC |
Pasadena, CA |
Q3 2025 |
10 |
$45.19M |
| Water Asset Management LLC |
New York, NY |
Q4 2019 |
17 |
$43.57M |
| WL ROSS & CO LLC |
Dallas, TX |
Q4 2021 |
1 |
$40.24M |
| Wilshire Advisors LLC |
Santa Monica, CA |
Q3 2025 |
7 |
$38.59M |
| Wealthgate Family Office, LLC |
Boulder, CO |
Q3 2024 |
14 |
$35.91M |
| West Tower Group, LLC |
Richmond, VA |
Q3 2025 |
47 |
$34.52M |
| Worth Venture Partners, LLC |
Fort Lee, NJ |
Q3 2025 |
61 |
$34.14M |
| Washington Harbour Partners LP |
Arlington, VA |
Q2 2025 |
24 |
$33.76M |
| Wavelength Asset Management LLC |
New York, NY |
Q3 2015 |
11 |
$30.29M |
| WHEATLAND ADVISORS INC |
Lancaster, PA |
Q2 2020 |
47 |
$24.1M |
| WiL, LLC |
Palo Alto, CA |
Q3 2022 |
3 |
$17.5M |
| WEST FACE CAPITAL INC. |
Toronto, Ontario, Canada |
Q3 2018 |
1 |
$16.64M |
| Peter C. Wendell |
San Mateo, CA |
Q3 2025 |
0 |
$16.59M |
| Wilson, Kemp & Associates, Inc. |
Birmingham, MI |
Q3 2014 |
27 |
$10.97M |
| Willoughby Capital Holdings, LLC |
Greenwich, CT |
Q3 2023 |
3 |
$7.65M |
| Wolfswood Holdings, LLC |
New York, NY |
Q3 2025 |
4 |
$6.08M |
| WEALTHY FOUNTAIN HOLDINGS INC |
Shanghai, China |
Q2 2018 |
1 |
$5.64M |
| Wealthstreet Investment Advisors, LLC |
Dallas, TX |
Q1 2022 |
70 |
$3.71M |
| WC PARTNERS EXECUTIVE IV, L.P. |
Rosemont, IL |
Q3 2025 |
0 |
$2.18M |
| Patrick Walsh |
Chicago, IL |
Q3 2016 |
0 |
$1.37M |
| West Oak Capital, LLC |
Westlake Village, CA |
Q3 2025 |
271 |
$660.6K |
| Willett Advisors LLC |
New York, NY |
Q3 2014 |
1 |
$273K |
| Wayzata Investment Partners LLC |
Wayzata, MN |
Q3 2018 |
0 |
$118.8K |
| Wyrmwood Management LLC |
New York, NY |
Q4 2023 |
4 |
$104.5K |
| WOOD ASSET MANAGEMENT INC |
Sarasota, FL |
Q1 2015 |
40 |
$93.4K |
| WIM Asset Management (HK) Ltd |
Hong Kong, Hong Kong |
Q2 2019 |
15 |
$35.6K |
| Wabon Partners, L.P. |
Miami, FL |
Q3 2025 |
0 |
$0 |
| WADDELL & REED FINANCIAL SERVICES INC |
Shawnee Mission, KS |
Q3 2018 |
0 |
$0 |
| WADDELL & REED INC /KS/ |
Shawnee Mission, KS |
Q3 2018 |
0 |
$0 |
| WADDELL & REED INVESTMENT MANAGEMENT CO |
Shawnee Mission, KS |
Q3 2018 |
0 |
$0 |
| Waddington Investments Pte. Ltd. |
Singapore, Singapore |
Q3 2025 |
0 |
$0 |
| Thomas Wagner |
New York, NY |
Q3 2025 |
0 |
$0 |
| Wakefield Asset Managment Corp |
Englewood, CO |
Q3 2025 |
0 |
$0 |
| Wakefield Wealth Management LLLP |
Englewood, CO |
Q3 2025 |
0 |
$0 |
| Dr. Ernst Walch |
Schaan, Liechtenstein |
Q3 2020 |
0 |
$0 |
| Walter Scott Family Foundation |
Omaha, NE |
Q3 2025 |
0 |
$0 |
| Walter Scott & Partners Ltd |
Edinburgh, United Kingdom |
Q3 2025 |
0 |
$0 |
| Washington Crossing Advisers LLC |
Florham Park, NJ |
Q3 2025 |
0 |
$0 |
| Waterstone Market Neutral Master Fund, Ltd. |
St. Louis Park, MN |
Q4 2019 |
0 |
$0 |
| WATERSTONE MF FUND LTD. |
Plymouth, MN |
Q3 2014 |
0 |
$0 |
| WATERSTONE OFFSHORE AD FUND, LTD. |
Camana Bay, Grand Cayman, Cayman Islands |
Q3 2014 |
0 |
$0 |
| Waterstone Offshore ER Fund, Ltd. |
Plymouth, MN |
Q3 2014 |
0 |
$0 |
| Waterton Global Resource Management, Inc. |
Toronto, Ontario, Canada |
Q3 2024 |
0 |
$0 |
| Waveland Family Office, LLC |
Deerfield, IL |
Q4 2024 |
0 |
$0 |
| WAYSTONE ADVISORS LLC |
Redmond, WA |
Q4 2024 |
0 |
$0 |
| W Capital Management, LLC |
New York, NY |
Q3 2025 |
0 |
$0 |
| WCG Management, L.P. |
New York, NY |
Q2 2016 |
0 |
$0 |
| Wealth Builder Funds LLC. |
Cary, IL |
Q4 2025 |
0 |
$0 |
| WEALTHFRONT CORP |
Palo Alto, CA |
Q3 2019 |
0 |
$0 |
| WEALTH MANAGEMENT CPAS, LLC |
Salt Lake City, UT |
Q3 2025 |
0 |
$0 |
| WealthShield, LLC |
Cary, NC |
Q1 2021 |
0 |
$0 |
| WealthSpring Partners, LLC |
Long Beach, CA |
Q3 2023 |
0 |
$0 |
| WEATHERBIE CAPITAL, LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| WebFinancial Holding Corp |
New York, NY |
Q3 2024 |
0 |
$0 |
| ANDREW M. WEISS |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Weiss Multi-Strategy Advisers LLC |
New York, NY |
Q1 2024 |
0 |
$0 |
| Welch Hornsby, Inc. |
Montgomery, AL |
Q4 2019 |
0 |
$0 |
| WELD CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2021 |
0 |
$0 |
| Stephen Welker |
New York, NY |
Q3 2025 |
0 |
$0 |
| Wellesley Bancorp, Inc. |
Wellesley, MA |
Q1 2020 |
0 |
$0 |
| Wellesley Bank |
Wellesley, MA |
Q1 2020 |
0 |
$0 |
| Wellington Management Australia Pty Ltd |
Sydney, Australia |
Q3 2025 |
0 |
$0 |
| WELLINGTON MANAGEMENT CANADA LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Wellington Management Co LLP |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Wellington Management Europe GmbH |
Frankfurt Am Main, Germany |
Q3 2025 |
0 |
$0 |
| Wellington Management Hong Kong Ltd |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Wellington Management International Ltd |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Wellington Management Japan Pte Ltd |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Wellington Management Singapore Pte Ltd |
Boston, MA |
Q3 2025 |
0 |
$0 |
| WELLINGTON TRUST Co N A |
Boston, MA |
Q3 2025 |
0 |
$0 |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC |
St. Louis, MO |
Q3 2025 |
0 |
$0 |
| WELLS FARGO BANK N A |
Sioux Falls, SD |
Q3 2025 |
0 |
$0 |
| Wells Fargo Central Pacific Holdings, Inc. |
San Francisco, CA |
Q3 2023 |
0 |
$0 |
| WELLS FARGO CLEARING SERVICES, LLC |
St. Louis, MO |
Q3 2025 |
0 |
$0 |
| WELLS FARGO DELAWARE TRUST CO, N.A. |
Wilmington, DE |
Q3 2025 |
0 |
$0 |
| Wells Fargo Foundation |
Minneapolis, MN |
Q3 2016 |
0 |
$0 |
| WELLS FARGO INVESTMENT INSTITUTE, INC. |
Charlotte, NC |
Q3 2025 |
0 |
$0 |
| Wells Fargo Securities, LLC |
Charlotte, NC |
Q3 2025 |
0 |
$0 |
| Richard J. Wells |
Toronto, Ontario, Canada |
Q3 2024 |
0 |
$0 |
| WESLEY CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2016 |
0 |
$0 |
| Wespath Institutional Investments LLC |
Glenview, IL |
Q3 2025 |
0 |
$0 |
| WestBridge Capital US Advisors, LP |
San Mateo, CA |
Q3 2025 |
0 |
$0 |
| WESTCHESTER CAPITAL PARTNERS, LLC |
Valhalla, NY |
Q3 2025 |
0 |
$0 |
| West Coast Financial LLC |
Santa Barbara, CA |
Q2 2025 |
0 |
$0 |
| Westend S.A. |
Luxembourg, Luxembourg |
Q3 2025 |
0 |
$0 |
| Western International Securities, Inc. |
Pasadena, CA |
Q1 2025 |
0 |
$0 |
| West Financial Services, Inc. |
Mclean, VA |
Q3 2025 |
0 |
$0 |
| West Gate Advisors, LLC |
Los Angeles, CA |
Q3 2014 |
0 |
$0 |
| Westpac Financial Services Ltd |
Sydney, Australia |
Q3 2025 |
0 |
$0 |
| Westwood Advisors, L.L.C. |
Dallas, TX |
Q3 2025 |
0 |
$0 |
| Westwood International Advisors Inc. |
Toronto, Ontario, Canada |
Q4 2021 |
0 |
$0 |
| WESTWOOD MANAGEMENT CORP /TX |
Dallas, TX |
Q3 2025 |
0 |
$0 |
| Westwood Trust |
Dallas, TX |
Q3 2025 |
0 |
$0 |
| David S. Wetherell |
Greenwich, CT |
Q3 2018 |
0 |
$0 |
| WFG Capital Advisors LLC |
Mobile, AL |
Q3 2025 |
0 |
$0 |
| WFM ASIA (HK) Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
0 |
$0 |
| WHIPPOORWILL ASSOCIATES, INC. |
White Plains, NY |
Q3 2015 |
0 |
$0 |
| Whitecap Investments Pte. Ltd. |
Singapore, Singapore |
Q3 2025 |
0 |
$0 |
| White Elm Capital Partners, L.P. |
Greenwich, CT |
Q4 2019 |
0 |
$0 |
| White Elm Master Offshore, Ltd. |
Camana Bay Grand Cayman, Cayman Islands |
Q4 2019 |
0 |
$0 |
| WHITE MOUNTAINS ADVISORS LLC |
Guilford, CT |
Q3 2021 |
0 |
$0 |
| WHITE SQUARE CAPITAL LLP |
London, United Kingdom |
Q3 2021 |
0 |
$0 |
| Whitnell & Co. |
Oak Brook, IL |
Q4 2020 |
0 |
$0 |
| C. John Wilder Jr. |
Dallas, TX |
Q2 2025 |
0 |
$0 |
| WILLIAM & FLORA HEWLETT FOUNDATION/ |
Menlo Park, CA |
Q3 2014 |
0 |
$0 |
| Willow Street Trust Co of Wyoming, LLC |
Jackson, WY |
Q3 2025 |
0 |
$0 |
| Wilmington Funds Management Corp |
Wilmington, DE |
Q3 2025 |
0 |
$0 |
| Wilmington Trust Asset Management, LLC |
Wilmington, DE |
Q3 2025 |
0 |
$0 |
| WILMINGTON TRUST CO |
Wilmington, DE |
Q3 2025 |
0 |
$0 |
| Wilmington Trust Investment Advisors, Inc. |
Wilmington, DE |
Q3 2025 |
0 |
$0 |
| Wilmington Trust Investment Management, LLC |
Wilmington, DE |
Q3 2025 |
0 |
$0 |
| Wilmington Trust, National Association |
Wilmington, DE |
Q3 2025 |
0 |
$0 |
| Windham Capital Management, LLC |
Boston, MA |
Q3 2024 |
0 |
$0 |
| Andrew D. Wingate |
Branford, CT |
Q3 2024 |
0 |
$0 |
| Wing Lake Capital, LLC |
New York, NY |
Q4 2014 |
0 |
$0 |
| Wing Lake Capital Master Fund, LP |
New York, NY |
Q4 2014 |
0 |
$0 |
| Wingspan Investment Management, LP |
New York, NY |
Q4 2016 |
0 |
$0 |
| Winton Capital Management Ltd |
London, United Kingdom |
Q3 2025 |
0 |
$0 |
| Wiss Private Client Advisors, LLC |
Florham Park, NJ |
Q3 2025 |
0 |
$0 |
| WMS Partners, LLC |
Towson, MD |
Q3 2025 |
0 |
$0 |
| Wolverine Holdings, L.P. |
Chicago, IL |
Q3 2025 |
0 |
$0 |
| WOODBURY FINANCIAL SERVICES, INC. |
Oakdale, MN |
Q4 2023 |
0 |
$0 |
| Woodford Investment Management Ltd |
London, United Kingdom |
Q4 2019 |
0 |
$0 |
| Woodford Patient Capital Trust Plc |
Oxford, United Kingdom |
Q3 2019 |
0 |
$0 |
| WoodTrust Bank |
Wisconsin Rapids, WI |
Q3 2025 |
0 |
$0 |
| WS Partners, L.L.C. |
San Francisco, CA |
Q3 2016 |
0 |
$0 |