| BlackRock, Inc. |
New York, NY |
Q3 2025 |
5,398 |
$5.68T |
| BlackRock Finance, Inc. |
New York, NY |
Q2 2024 |
5,234 |
$4.41T |
| BANK OF AMERICA CORP /DE/ |
Charlotte, NC |
Q3 2025 |
7,260 |
$1.34T |
| Bank of New York Mellon Corp |
New York, NY |
Q3 2025 |
4,179 |
$557.31B |
| BERKSHIRE HATHAWAY INC |
Omaha, NE |
Q3 2025 |
41 |
$329.06B |
| BARCLAYS PLC |
London, United Kingdom |
Q3 2025 |
4,558 |
$268.12B |
| BANK OF MONTREAL /CAN/ |
Toronto, Ontario, Canada |
Q3 2025 |
3,108 |
$228.22B |
| Warren E. Buffett |
Omaha, NE |
Q3 2025 |
0 |
$148.06B |
| BNP PARIBAS FINANCIAL MARKETS |
Paris, France |
Q3 2025 |
4,746 |
$128.23B |
| BAILLIE GIFFORD & CO |
Edinburgh, United Kingdom |
Q4 2025 |
266 |
$120.34B |
| Boston Partners |
Boston, MA |
Q3 2025 |
754 |
$97.39B |
| BROOKFIELD Corp /ON/ |
Toronto, Ontario, Canada |
Q3 2025 |
119 |
$95.85B |
| BROWN ADVISORY INC |
Baltimore, MD |
Q3 2025 |
1,379 |
$76.82B |
| BESSEMER GROUP INC |
Woodbridge, NJ |
Q4 2025 |
2,526 |
$65.13B |
| Baird Financial Group, Inc. |
Milwaukee, WI |
Q3 2025 |
1,794 |
$62.18B |
| BANK OF NOVA SCOTIA |
Toronto, Ontario, Canada |
Q3 2025 |
963 |
$59.96B |
| Betterment LLC |
New York, NY |
Q3 2025 |
522 |
$50.6B |
| BALYASNY ASSET MANAGEMENT L.P. |
Chicago, IL |
Q3 2025 |
1,941 |
$49.57B |
| BNP Paribas Asset Management Holding S.A. |
Paris |
Q3 2025 |
1,859 |
$38.54B |
| BAMCO INC /NY/ |
New York, NY |
Q3 2025 |
330 |
$37.89B |
| BLAIR WILLIAM & CO/IL |
Chicago, IL |
Q3 2025 |
1,844 |
$37.57B |
| Bank Julius Baer & Co. Ltd, Zurich |
Zurich, Switzerland |
Q4 2025 |
644 |
$36.24B |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
Dallas, TX |
Q3 2025 |
349 |
$31.4B |
| Bridgewater Associates, LP |
Westport, CT |
Q3 2025 |
1,014 |
$25.53B |
| Blackstone Inc. |
New York, NY |
Q3 2025 |
242 |
$23.3B |
| BAKER BROS. ADVISORS LP |
New York, NY |
Q3 2025 |
90 |
$23.29B |
| Banco Santander, S.A. |
Madrid, Spain |
Q3 2025 |
471 |
$22.04B |
| BAHL & GAYNOR INC |
Cincinnati, OH |
Q3 2025 |
326 |
$20.14B |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
Victoria, British Columbia, Canada |
Q3 2025 |
682 |
$17.46B |
| Beutel, Goodman & Co Ltd. |
Toronto, Ontario, Canada |
Q3 2025 |
173 |
$16.6B |
| BROWN BROTHERS HARRIMAN & CO |
New York, NY |
Q3 2025 |
1,678 |
$16.43B |
| Brandywine Global Investment Management, LLC |
Philadelphia, PA |
Q3 2025 |
598 |
$14.58B |
| Boston Trust Walden Corp |
Boston, MA |
Q4 2025 |
383 |
$13.25B |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. |
Madrid, Spain |
Q3 2025 |
727 |
$13.07B |
| BRANDES INVESTMENT PARTNERS, LP |
La Jolla, CA |
Q3 2025 |
180 |
$12.47B |
| Beacon Pointe Advisors, LLC |
Newport Beach, CA |
Q3 2025 |
1,335 |
$11.78B |
| B. Metzler seel. Sohn & Co. AG |
Frankfurt, Germany |
Q4 2025 |
721 |
$11.46B |
| BI Asset Management Fondsmaeglerselskab A/S |
Kobenhavn, Denmark |
Q3 2025 |
700 |
$11.07B |
| B. Metzler seel. Sohn & Co. Holding AG |
Frankfurt, Germany |
Q3 2024 |
757 |
$10.06B |
| BANQUE PICTET & CIE SA |
Geneva 73, Switzerland |
Q4 2025 |
384 |
$9.99B |
| BUCKINGHAM STRATEGIC WEALTH, LLC |
Clayton, MO |
Q2 2024 |
765 |
$9.66B |
| BC Partners Advisors L.P. |
New York, NY |
Q4 2024 |
2 |
$9.17B |
| BC Partners PE LP |
New York, NY |
Q3 2025 |
2 |
$9.1B |
| BENJAMIN EDWARDS INC |
Clayton, MO |
Q4 2025 |
1,304 |
$9.03B |
| Blue Trust, Inc. |
Alpharetta, GA |
Q4 2025 |
2,528 |
$8.85B |
| Birch Grove Capital LP |
New York, NY |
Q3 2024 |
1 |
$8.83B |
| Brookstone Capital Management |
Wheaton, IL |
Q4 2025 |
1,162 |
$8.74B |
| BRIDGES INVESTMENT MANAGEMENT INC |
Omaha, NE |
Q3 2025 |
411 |
$7.82B |
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
Cincinnati, OH |
Q4 2025 |
1,225 |
$7.64B |
| Ballentine Partners, LLC |
Waltham, MA |
Q4 2025 |
1,009 |
$7.12B |
| Brevan Howard Capital Management LP |
St. Helier |
Q3 2025 |
1,801 |
$6.97B |
| BRADLEY FOSTER & SARGENT INC/CT |
Hartford, CT |
Q3 2025 |
536 |
$6.78B |
| Briar Hall Management LLC |
Nashville, TN |
Q3 2025 |
1 |
$6.74B |
| NA BOKF |
Tulsa, OK |
Q4 2025 |
996 |
$6.53B |
| BRISTOL JOHN W & CO INC /NY/ |
New York, NY |
Q3 2025 |
58 |
$6.34B |
| Bartlett & Co. LLC |
Cincinnati, OH |
Q4 2023 |
1,199 |
$6.16B |
| Border to Coast Pensions Partnership Ltd |
Leeds, United Kingdom |
Q4 2025 |
84 |
$5.74B |
| BECK MACK & OLIVER LLC |
New York, NY |
Q3 2025 |
184 |
$5.5B |
| BAIN CAPITAL INVESTORS LLC |
Boston, MA |
Q3 2025 |
6 |
$5.49B |
| Badgley Phelps Wealth Managers, LLC |
Seattle, WA |
Q4 2025 |
327 |
$5.46B |
| BARINGS LLC |
Charlotte, NC |
Q3 2025 |
170 |
$5.25B |
| BAUPOST GROUP LLC/MA |
Boston, MA |
Q3 2025 |
22 |
$5.22B |
| Bank Pictet & Cie (Europe) AG |
Frankfurt Am Main, Germany |
Q4 2025 |
194 |
$5.01B |
| Bellevue Group AG |
Zurich |
Q3 2025 |
148 |
$4.81B |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
Houston, TX |
Q3 2025 |
1,196 |
$4.69B |
| BAILARD, INC. |
Foster City, CA |
Q4 2025 |
744 |
$4.52B |
| BlueSpruce Investments, LP |
Chicago, IL |
Q3 2025 |
33 |
$4.35B |
| Bleakley Financial Group, LLC |
Parsippany, NJ |
Q3 2025 |
585 |
$4.31B |
| Brave Warrior Advisors, LLC |
New York, NY |
Q3 2025 |
33 |
$4.31B |
| Baker Avenue Asset Management, LP |
San Francisco, CA |
Q3 2025 |
600 |
$4.18B |
| Banque Transatlantique SA |
Paris, France |
Q3 2025 |
259 |
$4.1B |
| Bollard Group LLC |
Boston, MA |
Q3 2025 |
264 |
$4.04B |
| BOWEN HANES & CO INC |
Ponte Vedra Beach, FL |
Q3 2025 |
149 |
$3.99B |
| BOOTHBAY FUND MANAGEMENT, LLC |
New York, NY |
Q3 2025 |
1,585 |
$3.96B |
| Busey Bank |
Urbana, IL |
Q4 2025 |
388 |
$3.79B |
| BHF Kleinwort Benson Group S.A. |
Brussels, Belgium |
Q1 2016 |
362 |
$3.44B |
| -. Banque de Luxembourg Investments BLI |
Luxembourg City, Luxembourg |
Q3 2025 |
170 |
$3.43B |
| BECKER CAPITAL MANAGEMENT INC |
Portland, OR |
Q3 2025 |
293 |
$3.42B |
| BRAIDWELL LP |
Stamford, CT |
Q3 2025 |
73 |
$3.37B |
| BNP PARIBAS |
Paris, France |
Q3 2025 |
329 |
$3.31B |
| BOSTON FINANCIAL MANGEMENT LLC |
Boston, MA |
Q4 2024 |
335 |
$3.31B |
| BEL AIR INVESTMENT ADVISORS LLC |
Los Angeles, CA |
Q2 2021 |
381 |
$3.27B |
| BURNEY CO/ |
Reston, VA |
Q4 2025 |
608 |
$3.21B |
| BRINKER CAPITAL INC |
Berwyn, PA |
Q2 2020 |
930 |
$3.13B |
| BRAUN STACEY ASSOCIATES INC |
New York, NY |
Q4 2025 |
113 |
$3.09B |
| Bragg Financial Advisors, Inc |
Charlotte, NC |
Q3 2025 |
344 |
$3.02B |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S |
Klampenborg, Denmark |
Q3 2025 |
11 |
$2.91B |
| BIP Wealth, LLC |
Atlanta, GA |
Q4 2025 |
450 |
$2.83B |
| Cantonale Vaudoise Banque |
Lausanne, Switzerland |
Q4 2025 |
815 |
$2.8B |
| FIDEURAM S. P. A. BANCA |
Rome, Italy |
Q4 2025 |
435 |
$2.78B |
| Belpointe Asset Management LLC |
Reno, NV |
Q4 2025 |
1,019 |
$2.77B |
| BRIGHTON JONES LLC |
Seattle, WA |
Q4 2025 |
55 |
$2.71B |
| BADGLEY PHELPS & BELL INC |
Seattle, WA |
Q2 2021 |
222 |
$2.69B |
| Balentine LLC |
Atlanta, GA |
Q4 2025 |
224 |
$2.64B |
| Bogart Wealth, LLC |
Mclean, VA |
Q4 2025 |
1,578 |
$2.49B |
| BVF INC/IL |
San Francisco, CA |
Q3 2025 |
46 |
$2.47B |
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
Morristown, NJ |
Q4 2025 |
261 |
$2.45B |
| BROWN CAPITAL MANAGEMENT LLC |
Baltimore, MD |
Q3 2025 |
54 |
$2.43B |
| Birch Hill Investment Advisors LLC |
Boston, MA |
Q4 2025 |
200 |
$2.39B |
| BLB&B Advisors, LLC |
Montgomeryville, PA |
Q4 2025 |
276 |
$2.39B |
| Barrett Asset Management, LLC |
New York, NY |
Q1 2022 |
229 |
$2.39B |
| Bpifrance SA |
Maisons Alfort, Cedex, France |
Q4 2025 |
2 |
$2.38B |
| BERKSHIRE ASSET MANAGEMENT LLC/PA |
Wilkes Barre, PA |
Q3 2025 |
297 |
$2.35B |
| Bain Capital Life Sciences Investors, LLC |
Boston, MA |
Q3 2025 |
21 |
$2.35B |
| Bell Bank |
Fargo, ND |
Q4 2025 |
194 |
$2.34B |
| Baltimore-Washington Financial Advisors, Inc. |
Columbia, MD |
Q3 2025 |
177 |
$2.33B |
| Bank of Italy |
Rome, Italy |
Q4 2025 |
8 |
$2.3B |
| Bowie Capital Management, LLC |
Richardson, TX |
Q3 2025 |
30 |
$2.22B |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
New York, NY |
Q3 2025 |
107 |
$2.2B |
| BIT Capital GmbH |
Berlin, Germany |
Q3 2025 |
90 |
$2.19B |
| BOSTON PRIVATE BANK & TRUST CO |
Boston, MA |
Q1 2015 |
1,061 |
$2.17B |
| Bain Capital Public Equity Management II, LLC |
Boston, MA |
Q3 2025 |
21 |
$2.14B |
| Black Creek Investment Management Inc. |
Toronto, Ontario, Canada |
Q3 2025 |
28 |
$2.12B |
| BBVA USA Bancshares, Inc. |
Houston, TX |
Q1 2021 |
539 |
$2.1B |
| Beacon Capital Management, Inc. |
Dayton, OH |
Q3 2025 |
142 |
$2.09B |
| B. Riley Wealth Advisors, Inc. |
Memphis, TN |
Q3 2025 |
965 |
$2.08B |
| Bryn Mawr Trust Advisors, LLC |
Philadelphia, PA |
Q4 2025 |
446 |
$2.08B |
| BLACKHILL CAPITAL INC |
Morristown, NJ |
Q3 2025 |
51 |
$2.02B |
| BANK OF HAWAII |
Honolulu, HI |
Q3 2025 |
232 |
$2B |
| Boston Common Asset Management, LLC |
Boston, MA |
Q4 2025 |
196 |
$1.97B |
| BARR E S & CO |
Lexington, KY |
Q4 2025 |
133 |
$1.92B |
| BOSTON ADVISORS LLC |
Boston, MA |
Q3 2019 |
597 |
$1.91B |
| Blue Whale Capital LLP |
London, United Kingdom |
Q3 2025 |
23 |
$1.81B |
| Burkehill Global Management, LP |
New York, NY |
Q3 2025 |
139 |
$1.76B |
| BBR PARTNERS, LLC |
New York, NY |
Q3 2025 |
270 |
$1.73B |
| Bristol Gate Capital Partners Inc. |
Toronto |
Q4 2025 |
33 |
$1.73B |
| BAR HARBOR WEALTH MANAGEMENT |
Concord, NH |
Q4 2025 |
258 |
$1.73B |
| Berger Financial Group, Inc |
Plymouth, MN |
Q4 2025 |
459 |
$1.72B |
| BBVA USA |
Birmingham, AL |
Q3 2021 |
979 |
$1.71B |
| BROADWOOD CAPITAL INC |
New York, NY |
Q3 2025 |
7 |
$1.65B |
| BOK Financial Private Wealth, Inc. |
Denver, CO |
Q4 2025 |
455 |
$1.63B |
| BLUESTEIN R H & CO LLC |
Birmingham, MI |
Q3 2022 |
340 |
$1.61B |
| BALASA DINVERNO & FOLTZ LLC |
Itasca, IL |
Q3 2022 |
336 |
$1.58B |
| BlueCrest Capital Management Ltd |
St Helier, Jersey |
Q3 2025 |
98 |
$1.58B |
| BOSTON FAMILY OFFICE LLC |
Boston, MA |
Q3 2025 |
295 |
$1.57B |
| BALDWIN WEALTH PARTNERS LLC/MA |
Marion, MA |
Q4 2025 |
242 |
$1.56B |
| BERKLEY W R CORP |
Greenwich, CT |
Q3 2025 |
229 |
$1.55B |
| BROWNING WEST LP |
Los Angeles, CA |
Q3 2025 |
4 |
$1.55B |
| Bridgewater Advisors Inc. |
New York, NY |
Q4 2025 |
448 |
$1.54B |
| Beaumont Financial Advisors, LLC |
Needham, MA |
Q4 2025 |
371 |
$1.52B |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
Canton, OH |
Q4 2025 |
395 |
$1.49B |
| Baring Fintech Manager Holding Ltd |
Castel, Guernsey |
Q3 2025 |
1 |
$1.47B |
| Bramshill Investments, LLC |
Naples, FL |
Q3 2025 |
150 |
$1.46B |
| Bank of Finland |
Helsinki, Finland |
Q4 2025 |
4 |
$1.44B |
| BTC Capital Management, Inc. |
Des Moines, IA |
Q4 2025 |
207 |
$1.43B |
| Beaird Harris Wealth Management, LLC |
Dallas, TX |
Q3 2025 |
716 |
$1.41B |
| Blue Chip Partners, LLC |
Farmington Hills, MI |
Q3 2025 |
164 |
$1.34B |
| Bouchey Financial Group Ltd |
Troy, NY |
Q4 2025 |
163 |
$1.33B |
| Baskin Financial Services Inc. |
Toronto, Ontario, Canada |
Q4 2025 |
53 |
$1.33B |
| BW Gestao de Investimentos Ltda. |
Sao Paulo, Brazil |
Q3 2025 |
98 |
$1.32B |
| Belvedere Trading LLC |
Chicago, IL |
Q3 2025 |
257 |
$1.25B |
| Bangor Savings Bank |
Bangor, ME |
Q4 2025 |
602 |
$1.24B |
| Baader Bank Aktiengesellschaft |
Unterschleissheim, Germany |
Q4 2025 |
405 |
$1.2B |
| Bristlecone Advisors, LLC |
Bellevue, WA |
Q3 2025 |
233 |
$1.2B |
| BSN Capital Partners Ltd |
London |
Q4 2025 |
16 |
$1.19B |
| BRANDYWINE OAK PRIVATE WEALTH LLC |
Kennett Square, PA |
Q4 2025 |
234 |
$1.19B |
| Baring Fintech Fund III Managers Ltd |
St Peter Port, Guernsey |
Q3 2025 |
1 |
$1.18B |
| Banyan Partners, LLC |
Palm Beach Gardens, FL |
Q3 2014 |
384 |
$1.15B |
| Bison Wealth, LLC |
Atlanta, GA |
Q3 2025 |
318 |
$1.08B |
| Bares Capital Management, Inc. |
Austin, TX |
Q3 2025 |
24 |
$1.08B |
| Bornite Capital Management LP |
New York, NY |
Q3 2025 |
35 |
$1.08B |
| BANK OF NOVA SCOTIA TRUST CO |
Toronto, Ontario, Canada |
Q3 2025 |
130 |
$1.08B |
| Berkshire Money Management, Inc. |
Dalton, MA |
Q4 2025 |
131 |
$1.05B |
| Beaumont Financial Partners, LLC |
Needham, MA |
Q3 2022 |
302 |
$1.04B |
| BFSG, LLC |
Irvine, CA |
Q4 2025 |
714 |
$1.03B |
| BEACON FINANCIAL GROUP |
Dallas, TX |
Q3 2025 |
346 |
$1.02B |
| BANCORPSOUTH INC |
Tupelo, MS |
Q3 2017 |
251 |
$1.01B |
| Bridgeworth, LLC |
Birmingham, AL |
Q4 2023 |
177 |
$1.01B |
| B. Riley Wealth Management, Inc. |
Memphis, TN |
Q2 2022 |
755 |
$1.01B |
| Bluefin Trading, LLC |
New York, NY |
Q2 2020 |
187 |
$1.01B |
| Bath Savings Trust Co |
Bath, ME |
Q4 2025 |
169 |
$1B |
| BerganKDV Wealth Management, LLC |
Bloomington, MN |
Q2 2023 |
862 |
$999.59M |
| Bensler, LLC |
Bellevue, WA |
Q4 2025 |
191 |
$998.81M |
| BRUNI J V & CO /CO |
Colorado Springs, CO |
Q3 2025 |
31 |
$990.69M |
| BCS Wealth Management |
Johnson City, TN |
Q4 2025 |
352 |
$990.16M |
| Bronte Capital Management Pty Ltd. |
Bondi Junction, Australia |
Q4 2025 |
43 |
$956.82M |
| Black Diamond Financial, LLC |
Towson, MD |
Q4 2025 |
176 |
$948.57M |
| BloombergSen Inc. |
Toronto, Ontario, Canada |
Q4 2025 |
26 |
$947.21M |
| Brightworth |
Atlanta, GA |
Q3 2022 |
126 |
$933.42M |
| Bedel Financial Consulting, Inc. |
Indianapolis, IN |
Q4 2025 |
289 |
$929.25M |
| Barton Investment Management |
West Conshohocken, PA |
Q4 2025 |
52 |
$928.11M |
| BARLOW WEALTH PARTNERS, LLC |
Louisville, KY |
Q4 2025 |
135 |
$926.52M |
| BIGLARI CAPITAL CORP. |
San Antonio, TX |
Q3 2025 |
12 |
$913.22M |
| Bard Financial Services, Inc. |
Branford, CT |
Q3 2025 |
209 |
$911.2M |
| BlueStem Wealth Partners, LLC |
Minnetonka, MN |
Q4 2025 |
125 |
$905.72M |
| Berkshire Partners Holdings LLC |
Boston, MA |
Q3 2025 |
0 |
$905.67M |
| BURNS J W & CO INC/NY |
Dewitt, NY |
Q4 2025 |
183 |
$903.32M |
| Baldwin Investment Management, LLC |
West Conshohocken, PA |
Q3 2025 |
207 |
$873.39M |
| BAINCO INTERNATIONAL INVESTORS |
Boston, MA |
Q4 2020 |
217 |
$873.22M |
| BDO Wealth Advisors, LLC |
Jacksonville, FL |
Q2 2023 |
978 |
$871.87M |
| Buckingham Capital Management, Inc. |
Dayton, OH |
Q4 2024 |
131 |
$871.63M |
| BAXTER BROS INC |
Riverside, CT |
Q4 2025 |
165 |
$864.18M |
| Blue Grotto Capital, LLC |
Atlanta, GA |
Q3 2025 |
26 |
$862.35M |
| BANK OF THE WEST |
Monterey Park, CA |
Q4 2022 |
219 |
$851.69M |
| Board of Trustees of The Leland Stanford Junior University |
Redwood City, CA |
Q3 2025 |
20 |
$850.75M |
| BTG Pactual Asset Management US LLC |
New York, NY |
Q3 2025 |
234 |
$847.33M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
Concord, MA |
Q3 2025 |
514 |
$845.38M |
| BSW Wealth Partners |
Boulder, CO |
Q4 2025 |
322 |
$833.38M |
| Baker Ellis Asset Management LLC |
Vancouver, WA |
Q4 2025 |
260 |
$830.97M |
| Brookwood Investment Group LLC |
Phoenix, AZ |
Q4 2025 |
497 |
$830.28M |
| BROADWOOD PARTNERS, L.P. |
New York, NY |
Q3 2025 |
0 |
$819.74M |
| BCPE Derby (DE) SPV, LP |
Boston, MA |
Q3 2025 |
0 |
$818.88M |
| BDF-GESTION |
Paris, France |
Q4 2025 |
147 |
$818.23M |
| BRR OpCo, LLC |
Columbus, OH |
Q3 2022 |
219 |
$814.19M |
| BANK HAPOALIM BM |
Tel Aviv, Israel |
Q3 2025 |
124 |
$813.19M |
| Sardar Biglari |
San Antonio, TX |
Q3 2025 |
10 |
$813.05M |
| Broad Bay Capital Management, LP |
New York, NY |
Q3 2025 |
24 |
$801.71M |
| Biondo Investment Advisors, LLC |
Milford, PA |
Q3 2025 |
88 |
$798.51M |
| Buck Wealth Strategies, LLC |
Denver, CO |
Q4 2025 |
172 |
$787.89M |
| Bordeaux Wealth Advisors LLC |
Menlo Park, CA |
Q2 2025 |
158 |
$780.88M |
| B&D White Capital Company, LLC |
Lakeway, TX |
Q3 2025 |
74 |
$780.7M |
| Brio Consultants, LLC |
San Francisco, CA |
Q4 2025 |
146 |
$769.54M |
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO |
Hilversum, Netherlands |
Q3 2025 |
39 |
$758.72M |
| BlueSky Wealth Advisors, LLC |
New Bern, NC |
Q4 2025 |
78 |
$758.34M |
| Benchstone Capital Management LP |
New York, NY |
Q3 2025 |
27 |
$733.27M |
| Berman McAleer LLC |
Timonium, MD |
Q4 2025 |
162 |
$731.85M |
| Biltmore Family Office, LLC |
Charlotte, NC |
Q4 2025 |
331 |
$724.38M |
| Breakwater Capital Group |
Paramus, NJ |
Q4 2025 |
352 |
$716.57M |
| Boulay Financial Advisors, LLC |
Eden Prairie, MN |
Q3 2025 |
4 |
$712.41M |
| Blueprint Investment Partners LLC |
Greensboro, NC |
Q3 2025 |
121 |
$711.55M |
| Brooklyn Investment Group |
New York, NY |
Q3 2025 |
660 |
$706.4M |
| Blue Edge Capital, LLC |
Richmond, VA |
Q3 2025 |
122 |
$703.93M |
| Beacon Capital Management, LLC |
Franklin, TN |
Q3 2025 |
140 |
$703.53M |
| BUFFALO BUSINESS & ESTATE SERVICES LTD |
Orchard Park, NY |
Q4 2025 |
101 |
$695.96M |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
Boca Raton, FL |
Q4 2025 |
132 |
$692.9M |
| Banco BTG Pactual S.A. |
Rio De Janeiro, Brazil |
Q3 2025 |
152 |
$681.28M |
| BEACH INVESTMENT COUNSEL INC/PA |
West Conshohocken, PA |
Q1 2025 |
117 |
$679.44M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
Blue Bell, PA |
Q3 2025 |
731 |
$657.7M |
| Belmont Capital, LLC |
Los Angeles, CA |
Q2 2025 |
167 |
$657.47M |
| BRANDYWINE TRUST CO |
Hockessin, DE |
Q3 2025 |
33 |
$657.39M |
| Battery Management Corp. |
Boston, MA |
Q3 2025 |
5 |
$653.34M |
| Blue Fin Capital, Inc. |
Warren, RI |
Q4 2025 |
153 |
$644.86M |
| BURLING WEALTH PARTNERS, LLC |
Chicago, IL |
Q4 2025 |
185 |
$643.65M |
| BTR CAPITAL MANAGEMENT INC |
Oakland, CA |
Q3 2022 |
162 |
$640.63M |
| Berman Capital Advisors, LLC |
Atlanta, GA |
Q3 2021 |
2,109 |
$635.5M |
| BEACON TRUST CO |
Morristown, NJ |
Q1 2017 |
181 |
$634.89M |
| B & T Capital Management DBA Alpha Capital Management |
Austin, TX |
Q3 2025 |
117 |
$630.41M |
| Beck Bode, LLC |
Dedham, MA |
Q3 2025 |
92 |
$618.94M |
| Braver Wealth Management, LLC |
Needham, MA |
Q4 2016 |
145 |
$615.82M |
| BOURGEON CAPITAL MANAGEMENT LLC |
Darien, CT |
Q4 2025 |
122 |
$614.26M |
| Bell Investment Advisors, Inc |
Orinda, CA |
Q3 2025 |
1,876 |
$611.94M |
| Broad Run Investment Management, LLC |
Arlington, VA |
Q3 2025 |
24 |
$610.93M |
| Bleichroeder LP |
New York, NY |
Q3 2025 |
72 |
$610.88M |
| Boston Standard Wealth Management, LLC |
Winchester, MA |
Q4 2025 |
51 |
$605.82M |
| Bellwether Advisors, LLC |
Lincoln, NE |
Q3 2025 |
136 |
$604.86M |
| Balboa Wealth Partners |
Scottsdale, AZ |
Q4 2025 |
433 |
$604.64M |
| BRASS TAX WEALTH MANAGEMENT, INC |
Cincinnati, OH |
Q3 2025 |
246 |
$601.54M |
| Biltmore Capital Advisors LLC |
Princeton, NJ |
Q4 2021 |
156 |
$599.1M |
| BAIN CAPITAL VENTURE INVESTORS, LLC |
Boston, MA |
Q3 2025 |
2 |
$596.82M |
| Bricktown Capital, LLC |
Detroit, MI |
Q4 2025 |
25 |
$594.03M |
| Brickley Wealth Management |
San Mateo, CA |
Q4 2025 |
55 |
$593.26M |
| BRC Investment Management LLC |
Greenwood Village, CO |
Q3 2016 |
176 |
$593.19M |
| BB&T INVESTMENT SERVICES, INC. |
Charlotte, NC |
Q4 2017 |
1,413 |
$592.54M |
| BRASADA CAPITAL MANAGEMENT, LP |
Houston, TX |
Q3 2025 |
141 |
$588.1M |
| BEARING POINT CAPITAL, LLC |
Bloomington, MN |
Q3 2025 |
164 |
$580.98M |
| BWCP, LP |
Dallas, TX |
Q3 2025 |
23 |
$577.09M |
| Brouwer & Janachowski, LLC |
Mill Valley, CA |
Q3 2021 |
66 |
$573.6M |
| black-and-white Capital LP |
Los Angeles, CA |
Q2 2021 |
20 |
$572.56M |
| BANC FUNDS CO LLC |
Chicago, IL |
Q3 2025 |
111 |
$572M |
| Brady Martz Wealth Solutions, LLC |
Grand Forks, ND |
Q4 2025 |
173 |
$567.94M |
| Black Swift Group, LLC |
Boulder, CO |
Q3 2025 |
110 |
$567.49M |
| Barber Financial Group, Inc. |
Lenexa, KS |
Q1 2023 |
148 |
$567.47M |
| Bitfury Top HoldCo B.V. |
Amsterdam, Noord Holland |
Q3 2025 |
0 |
$565.87M |
| Bellecapital International Ltd. |
Zurich, Switzerland |
Q4 2025 |
129 |
$563.36M |
| Beverly Hills Private Wealth, LLC |
Beverly Hills, CA |
Q4 2025 |
336 |
$563.15M |
| Bremer Bank National Association |
St Paul, MN |
Q1 2025 |
176 |
$561.58M |
| Broad Peak Investment Advisers Pte Ltd |
Singapore, Singapore |
Q4 2025 |
20 |
$557.75M |
| Chad R. Baker |
Perrysburg, OH |
Q4 2025 |
57 |
$557.39M |
| Blume Capital Management, Inc. |
Berkeley, CA |
Q4 2025 |
330 |
$544.45M |
| Broad Peak Investment Holdings Ltd. |
Singapore, Singapore |
Q1 2024 |
21 |
$531.39M |
| Blue Pool Capital Ltd |
Causeway Bay, Hong Kong |
Q4 2024 |
0 |
$527.26M |
| Brian C. Broderick |
Boston, MA |
Q3 2025 |
87 |
$526.46M |
| Bienville Capital Management, LLC |
New York, NY |
Q3 2025 |
74 |
$524.77M |
| Bernardo Wealth Planning LLC |
Harleysville, PA |
Q4 2025 |
127 |
$524.75M |
| Blue Zone Wealth Advisors, LLC |
Los Angeles, CA |
Q4 2025 |
136 |
$522.91M |
| BCM ADVISORS, LLC |
Lafayette, LA |
Q4 2025 |
72 |
$521.89M |
| Bridgecreek Investment Management, LLC |
Tulsa, OK |
Q4 2023 |
95 |
$516.16M |
| Balefire, LLC |
Dallas, TX |
Q4 2025 |
394 |
$513.35M |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
Hanover, MA |
Q4 2025 |
77 |
$508.7M |
| Buffington Mohr McNeal |
Boise, ID |
Q1 2025 |
111 |
$507.04M |
| BEDEL FINANCIAL CONSULTING INC |
Indianapolis, IN |
Q3 2023 |
235 |
$493.92M |
| Bayesian Capital Management, LP |
Brooklyn, NY |
Q3 2025 |
503 |
$489.57M |
| Bedell Frazier Investment Counselling, LLC |
Walnut Creek, CA |
Q3 2025 |
129 |
$486.59M |
| BENDER ROBERT & ASSOCIATES |
Pasadena, CA |
Q4 2025 |
39 |
$481.32M |
| Broadleaf Partners, LLC |
Hudson, OH |
Q3 2025 |
80 |
$479.67M |
| BENEDICT FINANCIAL ADVISORS INC |
Atlanta, GA |
Q4 2025 |
134 |
$474.46M |
| Brooklyn FI, LLC |
New York, NY |
Q4 2025 |
80 |
$467.27M |
| BURKE & HERBERT BANK & TRUST CO |
Alexandria, VA |
Q3 2025 |
238 |
$465.34M |
| Beacon Bank & Trust |
Boston, MA |
Q3 2025 |
162 |
$464.48M |
| BUILDER INVESTMENT GROUP INC /ADV |
Atlanta, GA |
Q4 2025 |
101 |
$462.89M |
| Blankinship & Foster, LLC |
Solana Beach, CA |
Q4 2025 |
79 |
$462.71M |
| Blueprint Financial Advisors LLC |
Greensboto, NC |
Q3 2025 |
100 |
$462.68M |
| BREMER TRUST NATIONAL ASSOCIATION |
St. Cloud, MN |
Q4 2018 |
748 |
$457.74M |
| Bison Wealth, LLC |
Atlanta, GA |
Q4 2024 |
319 |
$453.96M |
| BOSTON RESEARCH & MANAGEMENT INC |
Manchester, MA |
Q3 2025 |
119 |
$453.37M |
| Bridgewealth Advisory Group, LLC |
Fresno, CA |
Q4 2025 |
130 |
$452.9M |
| Beacon Harbor Wealth Advisors, Inc. |
Virginia Beach, VA |
Q4 2025 |
70 |
$451.13M |
| BRANT POINT INVESTMENT MANAGEMENT LLC |
New York, NY |
Q3 2025 |
100 |
$450.44M |
| Boxer Capital Management, LLC |
San Diego, CA |
Q3 2025 |
34 |
$450.33M |
| Benin Management CORP |
Wilton, CT |
Q4 2025 |
138 |
$448.02M |
| BetterWealth, LLC |
San Jose, CA |
Q4 2025 |
70 |
$438.57M |
| BAROMETER CAPITAL MANAGEMENT INC. |
Toronto |
Q3 2025 |
173 |
$437.33M |
| Bulldog Investors, LLP |
Saddle Brook, NJ |
Q3 2025 |
197 |
$436.24M |
| Barry Investment Advisors, LLC |
New Bedford, MA |
Q3 2025 |
107 |
$434.73M |
| Bank of New Hampshire |
Laconia, NH |
Q3 2025 |
460 |
$434.13M |
| BECK CAPITAL MANAGEMENT, LLC |
Austin, TX |
Q3 2025 |
127 |
$433.76M |
| Bank of Kentucky, Inc. |
Crestview Hills,, KY |
Q1 2015 |
264 |
$432.42M |
| Beacon Financial Advisory LLC |
Cleveland, OH |
Q3 2025 |
383 |
$431.66M |
| Bluescape Energy Partners LLC |
Dallas, TX |
Q3 2025 |
6 |
$430.71M |
| Ballast, Inc. |
Lexington, KY |
Q4 2025 |
133 |
$427.27M |
| Berkeley Capital Partners, LLC |
Milton, GA |
Q4 2025 |
188 |
$424.69M |
| BRAVE ASSET MANAGEMENT INC |
Summit, NJ |
Q4 2025 |
166 |
$423.88M |
| Bulltick Wealth Management, LLC |
Miami, FL |
Q3 2025 |
111 |
$422.95M |
| BigSur Wealth Management LLC |
Miami, FL |
Q4 2025 |
160 |
$412.25M |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
London, United Kingdom |
Q3 2021 |
23 |
$409.59M |
| Birnam Oak Advisors, LP |
New York, NY |
Q3 2025 |
29 |
$407.95M |
| Burt Wealth Advisors |
North Bethesda, MD |
Q3 2025 |
115 |
$407.3M |
| Bill Few Associates, Inc. |
Sewickley, PA |
Q4 2025 |
196 |
$406.29M |
| BROWN, LISLE/CUMMINGS, INC. |
Providence, RI |
Q4 2025 |
742 |
$405.9M |
| Briaud Financial Planning, Inc |
College Station, TX |
Q4 2025 |
37 |
$405.88M |
| BAKER TILLY WEALTH MANAGEMENT, LLC |
Madison, WI |
Q4 2025 |
284 |
$405.81M |
| BOENNING & SCATTERGOOD, INC. |
West Conshohocken, PA |
Q4 2022 |
398 |
$405.67M |
| Broadfin Capital, LLC |
New York, NY |
Q4 2019 |
35 |
$402.63M |
| Burleson & Company, LLC |
Petaluma, CA |
Q4 2022 |
413 |
$399.86M |
| BCGM Wealth Management, LLC |
Lafayette, IN |
Q4 2025 |
174 |
$391.86M |
| BIRINYI ASSOCIATES INC |
Westport, CT |
Q3 2025 |
57 |
$391.62M |
| BNC WEALTH MANAGEMENT, LLC |
Beaverton, OR |
Q4 2025 |
106 |
$389.94M |
| Boltwood Capital Management |
Walnut Creek, CA |
Q4 2025 |
182 |
$384.56M |
| Bay Harbor Wealth Management, LLC |
Hunt Valley, MD |
Q4 2025 |
1,315 |
$382.76M |
| BankPlus Trust Department |
Jackson, MS |
Q4 2025 |
459 |
$382.25M |
| BROWN WEALTH MANAGEMENT, LLC |
Naperville, IL |
Q4 2025 |
110 |
$380.06M |
| BARD ASSOCIATES INC |
Chicago, IL |
Q3 2025 |
160 |
$376.82M |
| Bridge City Capital, LLC |
Lake Oswego, OR |
Q3 2025 |
108 |
$374.49M |
| BOCHK Asset Management Ltd |
Hong Kong, Hong Kong |
Q4 2025 |
81 |
$374.36M |
| BWM Planning, LLC |
The Woodlands, TX |
Q4 2025 |
94 |
$374.23M |
| BOS Asset Management, LLC |
Springfield, IL |
Q4 2025 |
194 |
$373.58M |
| BridgePort Financial Solutions, LLC |
Fairfield, IA |
Q4 2025 |
240 |
$372.23M |
| Bray Capital Advisors |
Naples, FL |
Q4 2024 |
256 |
$369.59M |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
Ponte Vedra Beach, FL |
Q4 2025 |
97 |
$369.58M |
| Bell Asset Management Ltd |
Melbourne, Australia |
Q3 2025 |
63 |
$365.88M |
| Buckley Wealth Management, LLC |
Las Vegas, NV |
Q3 2025 |
102 |
$365.24M |
| BEAM WEALTH ADVISORS, INC. |
Covington, LA |
Q4 2025 |
107 |
$364.31M |
| Bowling Portfolio Management LLC |
Cincinnati, OH |
Q3 2022 |
183 |
$364.17M |
| BALLAST ADVISORS LLC |
Woodbury, MN |
Q4 2025 |
175 |
$362.51M |
| Brown Miller Wealth Management, LLC |
Mclean, VA |
Q4 2025 |
193 |
$361.95M |
| BLUE ARROW CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015 |
69 |
$360.78M |
| Bridge Creek Capital Management LLC |
West Barnstable, MA |
Q3 2025 |
116 |
$359.63M |
| Bare Financial Services, Inc |
Gap, PA |
Q4 2025 |
1,532 |
$359.51M |
| BURNHAM ASSET MANAGEMENT CORP /NY/ |
New York, NY |
Q2 2016 |
202 |
$358.98M |
| BLKBRD Asset Management, LP |
Old Greenwich, CT |
Q3 2025 |
27 |
$358.84M |
| BT Wealth Management LLC |
Atlanta, GA |
Q2 2022 |
65 |
$356.38M |
| Brand Asset Management Group, Inc. |
Chesterfield, MO |
Q3 2025 |
165 |
$355.48M |
| Bond & Devick Financial Network, Inc. |
St. Louis Park, MN |
Q4 2025 |
184 |
$355.07M |
| BANK OF STOCKTON |
Stockton, CA |
Q4 2025 |
134 |
$349.36M |
| Benchmark Financial Wealth Advisors, LLC |
Boca Raton, FL |
Q4 2025 |
126 |
$348.41M |
| Bayberry Capital Partners LP |
New York, NY |
Q3 2025 |
26 |
$347.47M |
| Bouvel Investment Partners, LLC |
Phoenixville, PA |
Q4 2025 |
80 |
$346.88M |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
Cleveland, OH |
Q4 2025 |
421 |
$346.4M |
| Beirne Wealth Consulting Services, LLC |
Shelton, CT |
Q4 2025 |
106 |
$345.29M |
| Bridgefront Capital, LLC |
Austin, TX |
Q3 2025 |
561 |
$339.85M |
| BCWM, LLC |
Overland Park, KS |
Q3 2025 |
55 |
$334.01M |
| Bandera Partners LLC |
Brooklyn, NY |
Q3 2025 |
13 |
$331.91M |
| BAKER BOYER NATIONAL BANK |
Walla Walla, WA |
Q4 2025 |
94 |
$331.25M |
| BERKSHIRE CAPITAL HOLDINGS INC |
San Jose, CA |
Q3 2025 |
111 |
$329.25M |
| Blueshift Asset Management, LLC |
Red Bank, NJ |
Q3 2025 |
426 |
$324.58M |
| Baron Wealth Management LLC |
Troy, MI |
Q4 2025 |
259 |
$324.5M |
| BRADY FAMILY WEALTH, LLC |
Saint Louis, MO |
Q4 2025 |
108 |
$324M |
| BROADVIEW ADVISORS LLC |
Milwaukee, WI |
Q2 2019 |
70 |
$323.92M |
| Bruce & Co., Inc. |
Chicago, IL |
Q3 2025 |
39 |
$322.94M |
| Blue Owl Capital Holdings LP |
New York, NY |
Q3 2025 |
72 |
$320.7M |
| BLOCKHOUSE CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2018 |
25 |
$319.1M |
| B.O.S.S. Retirement Advisors, LLC |
Lehi, UT |
Q4 2025 |
171 |
$317.73M |
| BAIN CAPITAL CREDIT MEMBER, LLC |
Boston, MA |
Q1 2017 |
8 |
$317.43M |
| Bain Capital Credit, LP |
Boston, MA |
Q3 2025 |
6 |
$317.07M |
| Berkeley, Inc |
Boise, ID |
Q4 2025 |
79 |
$314.47M |
| BDT CAPITAL PARTNERS, LLC |
Chicago, IL |
Q3 2025 |
2 |
$314.2M |
| Matthew Botein |
Greenwich, CT |
Q4 2025 |
0 |
$312.47M |
| Balance Wealth, LLC |
Delaware, OH |
Q4 2025 |
143 |
$311.58M |
| BENNETT SELBY INVESTMENTS LP |
Falmouth, ME |
Q4 2025 |
84 |
$310.52M |
| Bell & Brown Wealth Advisors, LLC |
Newport Beach, CA |
Q4 2025 |
71 |
$310.27M |
| Bear Mountain Capital, Inc. |
Seattle, WA |
Q4 2025 |
199 |
$309.79M |
| BENNETT LAWRENCE MANAGEMENT L L C/NY |
New York, NY |
Q4 2015 |
90 |
$308.53M |
| BlackBarn Capital Partners LP |
New York, NY |
Q3 2025 |
15 |
$306.43M |
| BOONE CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q3 2025 |
16 |
$304.97M |
| BHK Investment Advisors, LLC |
Birmingham, AL |
Q4 2025 |
72 |
$304.3M |
| Biechele Royce Advisors |
Fishers, IN |
Q3 2024 |
55 |
$303.38M |
| Borer Denton & Associates, Inc. |
Blue Bell, PA |
Q3 2025 |
61 |
$302.88M |
| Bishop & Co Investment Management, LLC |
Erie, PA |
Q4 2025 |
28 |
$301.9M |
| BCR Wealth Strategies, LLC |
Vestavia, AL |
Q4 2025 |
37 |
$301.57M |
| BOURNE LENT ASSET MANAGEMENT INC |
Pawling, NY |
Q4 2025 |
63 |
$301.49M |
| Beacon Bridge Wealth Partners, LLC |
Lower Gwynedd, PA |
Q4 2025 |
98 |
$301M |
| Buttonwood Financial Advisors Inc. |
Baltimore, MD |
Q4 2025 |
104 |
$299.96M |
| BARRETT & COMPANY, INC. |
Providence, RI |
Q4 2025 |
661 |
$299.8M |
| BANK PICTET & CIE (ASIA) LTD |
Singapore, Singapore |
Q2 2024 |
93 |
$298.62M |
| BLS GLOBAL EQUITIES LLC |
Klampenborg, Denmark |
Q4 2016 |
13 |
$297.22M |
| Barings Real Estate Advisers LLC |
Hartford, CT |
Q4 2016 |
38 |
$294.29M |
| Boxer Capital, LLC |
San Diego, CA |
Q4 2024 |
0 |
$293.24M |
| BURKETT FINANCIAL SERVICES, LLC |
Rock Hill, SC |
Q4 2025 |
233 |
$293.04M |
| BCS Private Wealth Management, Inc. |
Rumson, NJ |
Q4 2025 |
175 |
$292.66M |
| Beacon Wealthcare LLC |
Raleigh, NC |
Q4 2025 |
24 |
$291.21M |
| BONNESS ENTERPRISES INC |
Washington, DC |
Q4 2025 |
38 |
$289.74M |
| Brahman Capital Corp. |
New York, NY |
Q3 2023 |
20 |
$287.22M |
| Benson Investment Management Company, Inc. |
Roanoke, VA |
Q4 2025 |
50 |
$286.5M |
| Blue Investment Partners LLC |
Alamo, CA |
Q2 2025 |
52 |
$285.09M |
| Bank OZK |
Little Rock, AR |
Q3 2025 |
147 |
$282.7M |
| B&I Capital AG |
Zurich, Switzerland |
Q4 2025 |
25 |
$281.2M |
| BBJS FINANCIAL ADVISORS, LLC |
Seattle, WA |
Q3 2024 |
142 |
$280.39M |
| Boothe Investment Group, Inc. |
Dover, DE |
Q4 2025 |
36 |
$279.44M |
| Blue Water Asset Management |
Grand Rapids, MI |
Q4 2025 |
104 |
$278.05M |
| Breakwater Investment Management |
Seattle, WA |
Q4 2025 |
497 |
$276.4M |
| BUCKHEAD CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q3 2025 |
127 |
$275.1M |
| BKM Wealth Management, LLC |
Brookfield, WI |
Q4 2025 |
146 |
$273.52M |
| BALANCED WEALTH GROUP LLC |
Westlake, OH |
Q4 2025 |
72 |
$272.94M |
| BEDDOW CAPITAL MANAGEMENT INC |
Jackson, WY |
Q3 2025 |
54 |
$271.26M |
| Brown Financial Advisors |
Milford, OH |
Q3 2025 |
147 |
$270.69M |
| Buska Wealth Management, LLC |
Wausau, WI |
Q4 2025 |
75 |
$270.65M |
| Barbara Oil Co. |
Chicago, IL |
Q3 2025 |
75 |
$268.47M |
| Blackhawk Capital Partners, LLC |
Thiensville, WI |
Q4 2025 |
149 |
$266.27M |
| Biltmore Wealth Management, LLC |
Tempe, AZ |
Q4 2025 |
59 |
$264.94M |
| Brick & Kyle, Associates |
Newtown, PA |
Q3 2025 |
59 |
$264.57M |
| BluePointe Capital Management, LLC |
Menlo Park, CA |
Q1 2025 |
128 |
$262.49M |
| BCU Wealth Advisors, LLC |
Vernon Hills, IL |
Q4 2025 |
61 |
$261.33M |
| BIP Alliance, LLC |
Atlanta, GA |
Q2 2025 |
49 |
$260.38M |
| BLUESTEM FINANCIAL ADVISORS, LLC |
Champaign, IL |
Q4 2025 |
30 |
$258.87M |
| Bryant Woods Investment Advisors, LLC |
Getzville, NY |
Q4 2025 |
49 |
$258.02M |
| Bigelow Investment Advisors, LLC |
Portland, ME |
Q4 2025 |
149 |
$256.01M |
| Beach Point Capital Management LP |
Santa Monica, CA |
Q3 2025 |
9 |
$253.52M |
| Beta Wealth Group, Inc. |
San Diego, CA |
Q3 2025 |
116 |
$253.35M |
| Bridgewater Wealth & Financial Management, LLC |
Bethesda, MD |
Q4 2017 |
27 |
$250.65M |
| BKS ADVISORS, LLC |
Southfield, MI |
Q1 2019 |
209 |
$248.51M |
| Bay Rivers Group |
Williamsburg, VA |
Q4 2025 |
97 |
$247.25M |
| Bernard Wealth Management Corp. |
Royal Oak, MI |
Q4 2025 |
356 |
$246.47M |
| BAYSHORE ASSET MANAGEMENT, LLC |
Coral Gables, FL |
Q4 2025 |
40 |
$245M |
| Bull Oak Capital, LLC |
Rancho Santa Fe, CA |
Q4 2025 |
36 |
$244.79M |
| BEACON INVESTMENT ADVISORS LLC |
Gaithersburg, MD |
Q3 2025 |
164 |
$244.49M |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC |
Miami, FL |
Q3 2025 |
10 |
$243.99M |
| Baldrige Asset Management LLC |
Allentown, PA |
Q1 2023 |
395 |
$243.75M |
| BDCM CT, L.L.C. |
Stamford, CT |
Q2 2025 |
13 |
$242.94M |
| BancFirst Trust & Investment Management |
Oklahoma City, OK |
Q4 2025 |
38 |
$242.59M |
| Burford Brothers, Inc. |
Dallas, TX |
Q4 2025 |
173 |
$242.19M |
| Bracebridge Capital, LLC |
Boston, MA |
Q3 2025 |
30 |
$239.83M |
| BlueChip Wealth Advisors LLC |
Milton, GA |
Q4 2025 |
157 |
$237.94M |
| Bowman & Co S.C. |
Oshkosh, WI |
Q4 2025 |
118 |
$237.44M |
| Ballentine Capital Advisors, Inc |
Greenville, SC |
Q4 2025 |
25 |
$237.42M |
| Boulder Wealth Advisors, LLC |
Boulder, CO |
Q4 2025 |
40 |
$236.59M |
| Boyd Wealth Management, LLC |
Sacramento, CA |
Q4 2025 |
48 |
$235.84M |
| BROGAN FINANCIAL, INC. |
Knoxville, TN |
Q3 2025 |
62 |
$234.65M |
| BRC Group Holdings, Inc. |
Los Angeles, CA |
Q3 2025 |
25 |
$233.27M |
| Berry Street Capital Management LLP |
London, United Kingdom |
Q3 2023 |
21 |
$233.01M |
| C. F. David Boit |
Boston, MA |
Q4 2025 |
120 |
$231.37M |
| BONTEMPO OHLY CAPITAL MGMT LLC |
Bethesda, MD |
Q3 2025 |
31 |
$230.85M |
| BANYAN CAPITAL MANAGEMENT, INC. |
Atlanta, GA |
Q4 2025 |
55 |
$230.09M |
| Bayshore Capital Advisors, LLC |
Tampa, FL |
Q4 2025 |
34 |
$229.1M |
| Blue Sky Capital Consultants Group, Inc. |
Poway, CA |
Q4 2025 |
75 |
$228.86M |
| Blue Barn Wealth, LLC |
Orem, UT |
Q3 2025 |
171 |
$227.61M |
| Bluesphere Advisors, LLC |
East Norriton, PA |
Q4 2025 |
98 |
$226.1M |
| BLUE SQUARE ASSET MANAGEMENT, LLC |
New York, NY |
Q4 2025 |
71 |
$225.25M |
| Benchmark Wealth Management, LLC |
Old Lyme, CT |
Q2 2025 |
70 |
$225.03M |
| BERRY GROUP, LLC |
Worcester, MA |
Q4 2020 |
113 |
$221.3M |
| Beaton Management Co. Inc. |
Haverhill, MA |
Q3 2025 |
142 |
$219.92M |
| Brentview Investment Management LLC |
Northfield, IL |
Q3 2025 |
65 |
$219.47M |
| Ballast Asset Management, LP |
Dallas, TX |
Q3 2025 |
54 |
$219.14M |
| Burns Matteson Capital Management, LLC |
Corning, NY |
Q4 2025 |
186 |
$218.99M |
| BYRNE FINANCIAL FREEDOM, LLC |
Franklin, MA |
Q4 2025 |
99 |
$217.93M |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL |
Birmingham, AL |
Q3 2025 |
91 |
$217.67M |
| Bull Street Advisors, LLC |
Savannah, GA |
Q4 2025 |
92 |
$215.12M |
| BLOOM TREE PARTNERS, LLC |
New York, NY |
Q2 2023 |
44 |
$214.68M |
| BOYUM WEALTH ARCHITECTS LLC |
Bloomington, MN |
Q4 2025 |
73 |
$213.95M |
| Battery Global Advisors, LLC |
Boston, MA |
Q3 2025 |
148 |
$212.7M |
| BRIGHT FINANCIAL ADVISORS, INC. |
Portage, MI |
Q4 2025 |
65 |
$211.74M |
| Bridge Advisory, LLC |
Pasadena, CA |
Q3 2024 |
99 |
$210.21M |
| BERNZOTT CAPITAL ADVISORS |
Camarillo, CA |
Q4 2025 |
39 |
$210.19M |
| Beech Hill Advisors, Inc. |
New York, NY |
Q4 2025 |
95 |
$208.93M |
| Breed's Hill Capital LLC |
Charlestown, MA |
Q2 2025 |
140 |
$207.71M |
| BEACON FINANCIAL PLANNING, INC |
Hyannis, MA |
Q4 2025 |
51 |
$207.34M |
| BELLEVUE ASSET MANAGEMENT, LLC |
Bellevue, WA |
Q4 2025 |
489 |
$206.96M |
| Bond Capital Management, LP |
San Francisco, CA |
Q3 2025 |
5 |
$206.56M |
| Banque de Luxembourg S.A. |
Luxembourg, Luxembourg |
Q4 2025 |
88 |
$205.98M |
| Balter Liquid Alternatives, LLC |
Boston, MA |
Q2 2019 |
120 |
$204.74M |
| Birchcreek Wealth Management, LLC |
Miami Township, OH |
Q4 2025 |
113 |
$203.65M |
| Baugh & Associates, LLC |
Atlanta, GA |
Q4 2025 |
41 |
$203.36M |
| Brendel Financial Advisors LLC |
Hanover, NH |
Q4 2025 |
100 |
$203.35M |
| BEACONLIGHT CAPITAL, LLC |
New York, NY |
Q3 2025 |
28 |
$202.73M |
| BREACH INLET CAPITAL MANAGEMENT, LLC |
Mt. Pleasant, SC |
Q3 2025 |
9 |
$202.55M |
| BREITER CAPITAL MANAGEMENT INC |
Bradenton, FL |
Q1 2022 |
134 |
$202.33M |
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
Clarksdale, MS |
Q4 2025 |
143 |
$202.25M |
| Benedetti & Gucer, Inc. |
Atlanta, GA |
Q1 2024 |
143 |
$201.34M |
| BIRCHBROOK, INC. |
Bangor, ME |
Q4 2025 |
296 |
$200.56M |
| Birch Capital Management, LLC |
Dallas, TX |
Q4 2025 |
77 |
$200.49M |
| Beaumont Asset Management, L.L.C. |
Beaumont, TX |
Q4 2025 |
71 |
$200.11M |
| Bank of Jackson Hole Trust |
Jackson, WY |
Q3 2025 |
447 |
$199.74M |
| Barrington Strategic Wealth Management Group LLC |
Chicago, IL |
Q3 2017 |
105 |
$198.3M |
| Brown Financial Advisory |
Fairhope, AL |
Q4 2025 |
56 |
$197.85M |
| BostonPremier Wealth LLC |
Hanover, MA |
Q4 2025 |
69 |
$195.15M |
| Bullseye Asset Management LLC |
Denver, CO |
Q3 2025 |
62 |
$190.96M |
| Blue Oak Capital, LLC |
Menlo Park, CA |
Q2 2025 |
67 |
$190.3M |
| Buttonwood Financial Group, LLC |
Kansas City, MO |
Q4 2025 |
33 |
$188.14M |
| BRILLIANCE ASSET MANAGEMENT LTD |
Admiralty, Hong Kong, Hong Kong |
Q3 2025 |
7 |
$187.48M |
| Burk Holdings LLC |
Tulsa, OK |
Q3 2025 |
72 |
$187.25M |
| Broadway Wealth Solutions, Inc. |
San Antonio, TX |
Q4 2025 |
93 |
$187.24M |
| Boomfish Wealth Group, LLC |
Alpharetta, GA |
Q4 2025 |
85 |
$187.1M |
| Brown Shipley& Co Ltd |
London, United Kingdom |
Q4 2025 |
70 |
$186.97M |
| Baron Financial Group, LLC |
Fair Lawn, NJ |
Q4 2025 |
57 |
$186.51M |
| Base Wealth Management LLC |
Lakewood Ranch, FL |
Q4 2025 |
60 |
$185.78M |
| BROOKS, MOORE & ASSOCIATES, INC. |
Chattanooga, TN |
Q3 2025 |
104 |
$185.73M |
| BRIDGER MANAGEMENT, LLC |
New York, NY |
Q3 2025 |
28 |
$185.64M |
| BCK Partners, Inc. |
Corning, NY |
Q4 2025 |
27 |
$185.04M |
| Brueske Advisory Services, LLC |
Bellevue, WA |
Q3 2025 |
65 |
$183.35M |
| Benefit Street Partners LLC |
New York, NY |
Q4 2025 |
17 |
$183.33M |
| BlackDiamond Wealth Management, LLC |
New York, NY |
Q3 2025 |
175 |
$183.28M |
| Brucke Financial, Inc. |
Indianapolis, IN |
Q4 2025 |
169 |
$182.92M |
| Barnes Wealth Management Group, Inc |
Bakersfield, CA |
Q3 2025 |
172 |
$181.6M |
| BRIGADE CAPITAL MANAGEMENT, LP |
New York, NY |
Q3 2025 |
18 |
$181.38M |
| BRIDGES INVESTMENT COUNSEL INC/ |
Omaha, NE |
Q4 2017 |
127 |
$181.27M |
| BankPlus Wealth Management LLC |
Jackson, MS |
Q4 2025 |
111 |
$181.17M |
| Bastion Asset Management Inc. |
Montreal, Canada (Federal Level) |
Q4 2025 |
35 |
$181.13M |
| Bayhunt Capital LLC |
Mill Valley, CA |
Q4 2025 |
18 |
$181.11M |
| Byrne Asset Management LLC |
Kingston, NJ |
Q4 2025 |
564 |
$181.02M |
| Bradley & Co. Private Wealth Management, LLC |
Miami, FL |
Q3 2025 |
204 |
$180.63M |
| Brookmont Capital Management |
Dallas, TX |
Q3 2025 |
56 |
$179.88M |
| Beacon Financial Strategies CORP |
Raleigh, NC |
Q4 2025 |
183 |
$179.12M |
| BIEGEL & WALLER LLC |
Columbia, MD |
Q3 2019 |
74 |
$178.78M |
| Ballew Advisors, Inc |
Jackson, MS |
Q4 2025 |
120 |
$177.42M |
| Blue Door Asset Management, LLC |
Stamford, CT |
Q3 2025 |
23 |
$176.74M |
| BIRCH FINANCIAL GROUP, LLC |
Keene, NH |
Q4 2025 |
136 |
$175.38M |
| BRIGGS ADVISORY GROUP, INC. |
Lincoln, RI |
Q3 2023 |
60 |
$174.72M |
| BENNICAS & ASSOCIATES, INC. |
Portola Valley, CA |
Q4 2022 |
97 |
$173M |
| BOSTON MOUNTAIN MONEY MANAGEMENT INC |
Bentonville, AR |
Q3 2024 |
64 |
$172.24M |
| Benchmark Investment Advisors LLC |
Chicago, IL |
Q3 2025 |
78 |
$172.19M |
| Beacon Wealthcare, Inc |
Raleigh, NC |
Q4 2020 |
10 |
$171.89M |
| Binnacle Investments Inc |
Urbandale, IA |
Q3 2025 |
940 |
$169.9M |
| Beckerman Institutional, LLC |
Ocean Grove, NJ |
Q3 2025 |
115 |
$169.88M |
| BUSH INVESTMENT GROUP, LLC |
Valdosta, GA |
Q3 2025 |
37 |
$168.77M |
| Bluegrass Capital Partners LP |
Palm Beach, FL |
Q4 2025 |
11 |
$167.39M |
| Berbice Capital Management LLC |
Melville, NY |
Q4 2025 |
145 |
$166.56M |
| Blue Investment Opportunities, LLC - Project Breeze Series 1 |
Miami Beach, FL |
Q3 2025 |
1 |
$166.31M |
| Bravias Capital Group, LLC |
Iselin, NJ |
Q4 2025 |
108 |
$165.38M |
| BRIGHTLIGHT CAPITAL MANAGEMENT LP |
Westport, CT |
Q3 2025 |
10 |
$165.24M |
| BVF PARTNERS L P/IL |
San Francisco, CA |
Q3 2025 |
0 |
$164.84M |
| Better Money Decisions, LLC |
Santa Fe, NM |
Q2 2025 |
74 |
$164.59M |
| Bullseye Investment Management, LLC |
Cincinnati, OH |
Q3 2025 |
91 |
$164.35M |
| Blackston Financial Advisory Group, LLC |
The Villages, FL |
Q4 2025 |
102 |
$164.29M |
| Baring Financial LLC |
Bellingham, WA |
Q4 2025 |
70 |
$164.27M |
| Bay Capital Advisors, LLC |
Virginia Beach, VA |
Q4 2025 |
111 |
$163.9M |
| BCO Wealth Management LLC |
Carlsbad, NM |
Q4 2025 |
41 |
$163.06M |
| Brewster Financial Planning LLC |
Brooklyn, NY |
Q4 2025 |
26 |
$162.73M |
| Braun-Bostich & Associates Inc. |
Canonsburg, PA |
Q4 2025 |
125 |
$162.01M |
| Bromfield Sneider Wealth Advisors |
Westwood, MA |
Q1 2024 |
104 |
$161.84M |
| BayBridge Capital Group, LLC |
Livermore, CA |
Q4 2025 |
95 |
$161.4M |
| BFI Infinity Ltd. |
Zurich, Switzerland |
Q4 2025 |
50 |
$160.56M |
| Bickling Financial Services, Inc. |
Lexington, MA |
Q4 2022 |
119 |
$160.2M |
| Ballast Rock Private Wealth LLC |
Charleston, SC |
Q4 2025 |
171 |
$160.01M |
| BMT Investment Advisors |
Berwyn, PA |
Q1 2020 |
80 |
$159.29M |
| BOYAR ASSET MANAGEMENT INC. |
New York, NY |
Q3 2025 |
77 |
$158.05M |
| Bain Capital Public Equity, LP |
Boston, MA |
Q3 2025 |
22 |
$157.85M |
| BREAKTHRU ADVISORY SERVICES, LLC |
Muskego, WI |
Q4 2025 |
63 |
$156.47M |
| Ball & Co Wealth Management Inc. |
Franklin, TN |
Q4 2025 |
70 |
$155.28M |
| Babb Wealth Advisors LLC |
Flagstaff, AZ |
Q3 2025 |
19 |
$153.8M |
| BMS Financial Advisors, LLC |
Rapid City, SD |
Q2 2023 |
113 |
$153.08M |
| Banco de Sabadell, S.A |
Miami, FL |
Q3 2025 |
64 |
$151.16M |
| BANKERS TRUST CO OF SOUTH DAKOTA |
Des Moines, IA |
Q2 2014 |
37 |
$151.12M |
| Blackstart Capital LP |
New York, NY |
Q2 2020 |
21 |
$150.6M |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
South Miami, FL |
Q3 2025 |
134 |
$150.56M |
| Black Diamond Capital Management I, LLLP |
St. Thomas |
Q3 2025 |
14 |
$150.42M |
| BURRUS FINANCIAL SERVICES, INC. |
Salt Lake City, UT |
Q4 2025 |
12 |
$150.37M |
| BROOKTREE CAPITAL MANAGEMENT |
Gand Rapids, MI |
Q4 2025 |
41 |
$150.33M |
| Brindle & Bay Financial Advisors, LLC |
Frisco, TX |
Q4 2025 |
68 |
$150.25M |
| BASSO CAPITAL MANAGEMENT, L.P. |
Stamford, CT |
Q3 2025 |
78 |
$149.36M |
| Broadview Financial Management, LLC |
Wauwatosa, WI |
Q3 2025 |
41 |
$148.29M |
| BARINGTON COMPANIES MANAGEMENT, LLC |
New York, NY |
Q3 2025 |
12 |
$147.89M |
| BLUE JAY CAPITAL MANAGEMENT, LLC |
Los Angeles, CA |
Q2 2017 |
20 |
$146.76M |
| Brightwater Advisory LLC |
Tampa, FL |
Q3 2025 |
59 |
$145.63M |
| Blantyre Capital Ltd |
London, United Kingdom |
Q3 2025 |
1 |
$145.35M |
| BLODGETT WEALTH ADVISORS, LLC |
Concord, CA |
Q4 2025 |
61 |
$143.29M |
| bLong Financial, LLC |
Memphis, TN |
Q4 2025 |
74 |
$143.22M |
| Brickwood Asset Management LLP |
London, United Kingdom |
Q3 2025 |
9 |
$142.79M |
| Boussard & Gavaudan Investment Management LLP |
London, United Kingdom |
Q3 2025 |
76 |
$142.73M |
| Brown University |
Providence, RI |
Q4 2025 |
10 |
$142.56M |
| Bank of Marin |
Novato, CA |
Q3 2025 |
130 |
$141.78M |
| Bank & Trust Co |
Litchfield, IL |
Q4 2025 |
296 |
$141.61M |
| Breithorn Capital Management |
New York, NY |
Q2 2017 |
45 |
$141.46M |
| Basepoint Wealth LLC |
Cedar Rapids, IA |
Q3 2025 |
104 |
$141.16M |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
Lewisville, TX |
Q4 2025 |
33 |
$141.05M |
| Bulwark Capital Corp |
Fernandina Beach, FL |
Q4 2025 |
96 |
$140.63M |
| Bruce G. Allen Investments, LLC |
Denver, CO |
Q3 2025 |
1,079 |
$139.6M |
| BAM Wealth Management, LLC |
Lakewood, CO |
Q4 2025 |
158 |
$138.28M |
| BISLETT MANAGEMENT, LLC |
Palo Alto, CA |
Q3 2025 |
16 |
$138.1M |
| Black Maple Capital Management LP |
Milwaukee, WI |
Q3 2025 |
76 |
$138.01M |
| Balanced Rock Investment Advisors LLC |
Roslindale, MA |
Q3 2025 |
96 |
$136.78M |
| Birchview Capital, LP |
Burlington, VT |
Q3 2025 |
69 |
$136.44M |
| Blue Granite Capital, LLC |
Charleston, SC |
Q4 2017 |
104 |
$136.28M |
| Bernicke Wealth Management, Ltd. |
Altoona, WI |
Q2 2020 |
48 |
$135.44M |
| Breakout Capital Partners, LP |
New York, NY |
Q3 2025 |
7 |
$135.12M |
| Bright Futures Wealth Management, LLC. |
Webster, Ny 14580, NY |
Q4 2025 |
162 |
$135.1M |
| Barrier Capital Management, LLC |
San Francisco, CA |
Q3 2025 |
12 |
$135.09M |
| Blue Capital, Inc. |
Omaha, NE |
Q3 2025 |
85 |
$134.63M |
| Bey-Douglas LLC |
Marietta, GA |
Q3 2025 |
65 |
$134.43M |
| Bayforest Capital Ltd |
London, United Kingdom |
Q4 2025 |
778 |
$134.18M |
| Bonfire Financial |
Colorado Springs, CO |
Q4 2025 |
58 |
$133.93M |
| BROADWATER CAPITAL MANAGEMENT LLC |
Boston, MA |
Q4 2025 |
211 |
$133.82M |
| BURR FINANCIAL SERVICES, LLC |
Pleasant Hill, CA |
Q4 2025 |
26 |
$133.67M |
| Black Cypress Capital Management, LLC |
Ponte Vedra Beach, FL |
Q3 2025 |
32 |
$133.32M |
| BOSUN ASSET MANAGEMENT, LLC |
Chicago, IL |
Q3 2025 |
60 |
$132.26M |
| Brainard Capital Management LLC |
Austin, TX |
Q1 2023 |
100 |
$130.73M |
| Bayview Asset Management, LLC |
Coral Gables, FL |
Q3 2025 |
45 |
$130.13M |
| BLUEFIN CAPITAL MANAGEMENT, LLC |
New York, NY |
Q2 2025 |
104 |
$129.35M |
| Barnett & Company, Inc. |
Chattanooga, TN |
Q3 2025 |
80 |
$129.32M |
| BRIAN LOW FINANCIAL GROUP, LLC |
Baton Rouge, LA |
Q3 2025 |
108 |
$128.87M |
| BENNINGFIELD FINANCIAL ADVISORS, LLC |
San Francisco, CA |
Q4 2025 |
18 |
$127.76M |
| BLACKROCK FINANCIAL MANAGEMENT INC/DE |
Wilmington, DE |
Q3 2025 |
0 |
$127.58M |
| Blue Chip Wealth Management, Inc. |
Miami Beach, FL |
Q3 2020 |
114 |
$126.81M |
| BRIGHT VALLEY CAPITAL Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
11 |
$126.5M |
| TARGET N. BIOTECH V. |
Willemstad, Netherlands Antilles |
Q2 2019 |
0 |
$125.15M |
| BLALOCK WILLIAMS, LLC |
Alexander City, AL |
Q4 2025 |
135 |
$124.93M |
| Broussard Financial Group LLC |
Kaplan, LA |
Q4 2025 |
34 |
$123.34M |
| Bredin Investment LLC |
Wilmington, DE |
Q4 2019 |
75 |
$122.13M |
| Barden Capital Management, Inc. |
Austin, TX |
Q4 2025 |
56 |
$121.78M |
| Bosman Wealth Management, LLC |
Redlands, CA |
Q4 2025 |
49 |
$121.76M |
| Blake Schutter Theil Wealth Advisors, LLC |
Dayton, OH |
Q4 2025 |
107 |
$121.63M |
| Bretton Capital Management, LLC |
San Francisco, CA |
Q4 2025 |
18 |
$119.5M |
| Boyce & Associates Wealth Consulting, Inc. |
Cedar Park, TX |
Q4 2025 |
75 |
$119.31M |
| Blacksheep Fund Management Ltd |
Co. Dublin |
Q3 2025 |
4 |
$117.28M |
| BINGHAM PRIVATE WEALTH, LLC |
San Francisco, CA |
Q4 2025 |
151 |
$115.11M |
| BLVD Private Wealth, LLC |
Prospect, KY |
Q4 2025 |
69 |
$114.88M |
| Broyhill Asset Management, LLC |
Charlotte, NC |
Q3 2025 |
81 |
$114.05M |
| B Group, Inc. |
Dallas, TX |
Q3 2025 |
17 |
$113.4M |
| BML Capital Management, LLC |
Zionsville, IN |
Q4 2025 |
13 |
$112.98M |
| Bregal Sagemount I, L.P. |
St. Helier, Jersey |
Q3 2023 |
1 |
$112.84M |
| Bolthouse Investments, LLC |
Bakersfield, CA |
Q4 2025 |
71 |
$112.49M |
| BG Investment Services, Inc. |
Hagatna, GU |
Q4 2025 |
45 |
$112.23M |
| Battery Partners IX, LLC |
Boston, MA |
Q3 2020 |
1 |
$111.83M |
| BluePrint Investing LLC |
San Francisco, CA |
Q4 2025 |
25 |
$111.58M |
| Blue Water Life Science Advisors, LP |
Larkspur, CA |
Q3 2025 |
7 |
$109.6M |
| Bedminster, LLC |
Bluffton, SC |
Q4 2025 |
53 |
$108.85M |
| BDL CAPITAL MANAGEMENT |
Paris, France |
Q4 2023 |
17 |
$108.82M |
| Bluebird Wealth Management LLC |
Medfield, MA |
Q4 2025 |
70 |
$107.05M |
| Bristol County Savings Bank |
Taunton, MA |
Q4 2017 |
65 |
$106.95M |
| B, B, H, & B INC. |
Birmingham, AL |
Q1 2022 |
30 |
$106.1M |
| Board of the Pension Protection Fund |
Croydon, United Kingdom |
Q4 2025 |
251 |
$105.06M |
| Belleair Asset Management, LLC |
Belleair Bluffs, FL |
Q4 2025 |
79 |
$105.03M |
| BRX Global LP |
Greenwich, CT |
Q3 2025 |
3 |
$104.69M |
| Boreal Capital Management LLC |
Miami, FL |
Q2 2025 |
442 |
$104.36M |
| BRANDYWINE MANAGERS, LLC |
Hockessin, DE |
Q3 2025 |
37 |
$104.25M |
| PROVIDENT L.P. BOSTON |
Englewood, NJ |
Q3 2015 |
45 |
$101.62M |
| Mark J. Bradley |
Wausau, WI |
Q2 2023 |
42 |
$100.73M |
| Bodri Capital Management, LLC |
San Francisco, CA |
Q3 2015 |
22 |
$100.54M |
| Benchmark Financial, LLC |
Wilmington, DE |
Q4 2025 |
48 |
$100.33M |
| Benchmark Capital Advisors |
New York, NY |
Q4 2018 |
114 |
$99.93M |
| Barnes Dennig Private Wealth Management LLC |
Cincinnati, OH |
Q4 2025 |
312 |
$99.58M |
| BP CAPITAL FUND ADVISORS, LLC |
Dallas, TX |
Q4 2019 |
37 |
$98.3M |
| Breachway Investments LLC |
Charlestown, RI |
Q4 2025 |
98 |
$94.82M |
| Boyer Financial Services, Inc. |
Newport Beach, CA |
Q4 2025 |
51 |
$94.28M |
| BCK CAPITAL MANAGEMENT LP |
Stamford, CT |
Q3 2025 |
86 |
$93.99M |
| Berkshire Partners LLC |
Boston, MA |
Q3 2025 |
1 |
$93.13M |
| BIVIN & ASSOCIATES, INC. |
Ponca City, OK |
Q2 2022 |
314 |
$93.05M |
| Barker Partnership L.P. |
Grand Cayman, Cayman Islands |
Q1 2020 |
3 |
$91.78M |
| BREAKLINE CAPITAL LLC |
New York, NY |
Q4 2022 |
26 |
$91.1M |
| Boxwood Ventures, Inc. |
Chicago, IL |
Q3 2025 |
31 |
$89.8M |
| BIOS Capital Management, LP |
Fort Worth, TX |
Q3 2025 |
6 |
$88.91M |
| BAYOU CITY ENERGY MANAGEMENT LLC |
Houston, TX |
Q4 2018 |
1 |
$85.44M |
| BlueDrive Global Investors LLP |
London, United Kingdom |
Q3 2024 |
10 |
$85.4M |
| BRC-Global BAH Investments Ltd. |
Nassau |
Q4 2025 |
1 |
$84.5M |
| BANTA ASSET MANAGEMENT LP |
Newport Beach, CA |
Q4 2023 |
17 |
$83.92M |
| Bryce Point Capital, LLC |
Scarsdale, NY |
Q3 2025 |
168 |
$81.95M |
| Blue Creek Capital Management Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
5 |
$81.29M |
| Bell Rock Capital LLC |
Rehoboth Beach, DE |
Q3 2022 |
94 |
$80.96M |
| Bradyco, Inc. |
Cambridge, MA |
Q4 2025 |
35 |
$80.58M |
| BARDIN HILL MANAGEMENT PARTNERS LP |
New York, NY |
Q3 2025 |
6 |
$80.29M |
| Blenheim Capital Management, L.L.C. |
Berkeley Heights, NJ |
Q3 2014 |
29 |
$80.12M |
| BILLINGS CAPITAL MANAGEMENT, LLC |
Arlington, VA |
Q4 2021 |
7 |
$79.32M |
| Jan Barta |
Prague |
Q3 2025 |
0 |
$76.03M |
| BTS Asset Management, Inc. |
Lincoln, MA |
Q4 2025 |
32 |
$73.95M |
| Boyle Capital Management, L.L.C. |
West Des Moines, IA |
Q3 2016 |
21 |
$73.51M |
| Baer Investment Advisory LLC |
Corte Madera, CA |
Q4 2025 |
23 |
$71.68M |
| BI Partners LLC |
Darien, CT |
Q3 2014 |
19 |
$69.78M |
| Blue Clay Capital Management, LLC |
Minneapolis, MN |
Q3 2016 |
85 |
$68.78M |
| Braeside Investments, LLC |
Dallas, TX |
Q3 2014 |
15 |
$68.48M |
| BUSH ODONNELL INVESTMENT ADVISORS INC |
St Louis, MO |
Q3 2018 |
26 |
$65.18M |
| BALTIMORE CAPITAL MANAGEMENT, INC |
Baltimore, MD |
Q1 2019 |
78 |
$61.85M |
| BEECHER INVESTORS INC |
Darien, CT |
Q3 2022 |
12 |
$60.88M |
| Bregal Investments, Inc. |
New York, NY |
Q3 2022 |
1 |
$60.82M |
| Blossom Wealth Management |
San Ramon, Ca, CA |
Q4 2025 |
73 |
$60.58M |
| BOARDMAN BAY CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2021 |
37 |
$60.08M |
| BASSETT HARGROVE INVESTMENT COUNSEL, LLC |
Greenville, DE |
Q3 2023 |
45 |
$59.33M |
| BAILEY VALUE LIMITED PARTNERSHIP |
Danvers, MA |
Q3 2022 |
9 |
$57.84M |
| Bestgate Wealth Advisors, LLC |
Frederick, MD |
Q4 2025 |
53 |
$56.91M |
| Belmont Global Advisors, Inc. |
Dallas, TX |
Q3 2016 |
57 |
$56.66M |
| Breogan Capital, LP |
New York, NY |
Q2 2018 |
18 |
$56.38M |
| Bruderman Asset Management, LLC |
Locust Valley, NY |
Q2 2022 |
64 |
$55.72M |
| Bregal North America General Partner Jersey Ltd |
St. Helier, Jersey |
Q3 2023 |
1 |
$55.37M |
| Bregal Sagemount Management LP |
New York, NY |
Q3 2023 |
1 |
$55.37M |
| Bratton Capital Management, L.P. |
Fort Worth, TX |
Q3 2025 |
1 |
$54.84M |
| BOW STREET LLC |
New York, NY |
Q3 2016 |
4 |
$52.37M |
| Beryl Capital Management LLC |
Redondo Beach, CA |
Q3 2025 |
6 |
$52.04M |
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
Texarkana, TX |
Q4 2025 |
1 |
$51.45M |
| BlueMar Capital Management, LLC |
Miami, FL |
Q3 2024 |
23 |
$49.95M |
| BMI CAPITAL CORP |
New York, NY |
Q3 2014 |
12 |
$49.92M |
| Blooom, Inc. |
Overland Park, KS |
Q3 2022 |
38 |
$49.18M |
| Bancreek Capital Management, LP |
Santa Monica, CA |
Q3 2025 |
14 |
$47.66M |
| Baypointe Partners LLC |
Stamford, CT |
Q4 2025 |
14 |
$47.59M |
| Baker Hughes Holdings LLC |
Houston, TX |
Q3 2024 |
2 |
$47.56M |
| BXM Wealth LLC |
Englewood, CO |
Q4 2025 |
136 |
$47.25M |
| BANK OF KOREA |
Seoul, Korea, Republic of |
Q3 2024 |
1 |
$44.75M |
| Broadcrest Asset Management, LLC |
Winter Park, FL |
Q3 2025 |
7 |
$44.07M |
| Bristol Advisors, LLC |
Conshohocken, PA |
Q1 2019 |
22 |
$42.96M |
| BOLTON LP |
Greenwich, CT |
Q4 2015 |
25 |
$42.4M |
| Bay Street Capital Partners LLC |
New York, NY |
Q1 2018 |
11 |
$41.2M |
| BERYLSON CAPITAL PARTNERS, LLC |
Boston, MA |
Q3 2024 |
20 |
$41.17M |
| BC Gestao de Recursos Ltda. |
Sao Paulo, NY |
Q3 2023 |
2 |
$38.21M |
| Braemar Energy Ventures III, LP |
New York, NY |
Q3 2023 |
2 |
$37.94M |
| Baker Street Capital Management, LLC |
Los Angeles, CA |
Q3 2016 |
1 |
$35.23M |
| BLUM CAPITAL PARTNERS LP |
San Francisco, CA |
Q2 2018 |
1 |
$34.09M |
| BRIGHTFIELD CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015 |
21 |
$31.16M |
| Burren Capital Advisors Ltd |
Gibraltar, Gibraltar |
Q3 2025 |
16 |
$30.86M |
| Beach Investment Management, LLC. |
West Conshohocken, PA |
Q1 2020 |
30 |
$28.78M |
| Berry Wealth Group, LP |
Granbury, TX |
Q4 2025 |
32 |
$28.48M |
| BLACKTHORN INVESTMENT GROUP LLC |
Overland Park, KS |
Q3 2015 |
70 |
$26.84M |
| Bellwether Investment Group, LLC |
Chattanooga, TN |
Q4 2017 |
63 |
$24.93M |
| Bishop Rock Capital, L.P. |
New York, NY |
Q3 2023 |
18 |
$24.35M |
| Baines Creek Capital, LLC |
Austin, TX |
Q1 2019 |
9 |
$23.75M |
| Boundary Creek Advisors LP |
New York, NY |
Q3 2025 |
1 |
$22.91M |
| Brookside Equity Partners LLC |
Stamford, CT |
Q3 2023 |
3 |
$22.48M |
| Banco BTG Pactual SA |
Rio De Janeiro, Brazil |
Q4 2015 |
18 |
$20.72M |
| Bakala Capital LLC |
Greenville, SC |
Q3 2025 |
10 |
$18.52M |
| BALESTRA CAPITAL LTD. |
New York, NY |
Q3 2015 |
2 |
$17.56M |
| Blackstone Alternative Credit Advisors LP |
New York, NY |
Q3 2025 |
0 |
$17.27M |
| Brummer Multi-Strategy AB |
Stockholm, Sweden |
Q4 2025 |
11 |
$16.54M |
| BP PLC |
London, United Kingdom |
Q3 2025 |
1 |
$15.93M |
| Blackcrane Capital, LLC |
Bellevue, WA |
Q1 2022 |
7 |
$13.18M |
| Bach Option Ltd |
Wanchai, Hong Kong |
Q4 2019 |
9 |
$11.58M |
| Biomark Capital Management Co. LLC |
Greenwich, CT |
Q3 2018 |
2 |
$8.9M |
| BPV Resources, LLC |
Orlando, FL |
Q2 2015 |
9 |
$8.8M |
| Blue Pool Management Ltd. |
Causeway Bay, Hong Kong |
Q3 2025 |
1 |
$8.67M |
| Bronson Point Management LLC |
Fairfield, CT |
Q3 2022 |
1 |
$8.26M |
| Braslyn Ltd. |
New Providence, Bahamas |
Q4 2024 |
1 |
$8.04M |
| Bexil Advisers LLC |
Rochester, NY |
Q3 2025 |
0 |
$6.97M |
| Builders Vision, LLC |
Chicago, IL |
Q3 2025 |
0 |
$6.7M |
| Burford Capital Investment Management LLC |
Chicago, IL |
Q3 2020 |
1 |
$6.17M |
| GROWTH N. BIOTECH V. |
Willemstad, Netherlands Antilles |
Q2 2019 |
0 |
$5.79M |
| Belfer Management LLC |
New York, NY |
Q4 2025 |
14 |
$5.7M |
| BLACK POINT WEALTH MANAGEMENT |
Naples, FL |
Q2 2025 |
5 |
$3.5M |
| BANKERS TRUST CO CEDAR RAPIDS |
Cedar Rapids, IA |
Q2 2014 |
5 |
$2.16M |
| BFAM Partners (Cayman) Ltd |
Northpoint, Hong Kong, Hong Kong |
Q3 2024 |
1 |
$44K |
| Blue Rock Advisors, LLC |
Wayzata, MN |
Q4 2023 |
1 |
$7K |
| BAILLIE GIFFORD & CO LTD |
Edinburgh, United Kingdom |
Q4 2025 |
0 |
$0 |
| Baillie Gifford International LLC |
Edinburgh, United Kingdom |
Q4 2025 |
0 |
$0 |
| Baillie Gifford Investment Management (Europe) Ltd |
Dublin, Ireland |
Q4 2025 |
0 |
$0 |
| BAILLIE GIFFORD LIFE LTD |
Edinburgh, United Kingdom |
Q3 2018 |
0 |
$0 |
| BAILLIE GIFFORD OVERSEAS LTD |
Edinburgh, United Kingdom |
Q4 2025 |
0 |
$0 |
| Bain Capital Credit Managed Account (PSERS), L.P. |
Boston, MA |
Q4 2014 |
0 |
$0 |
| Bain Capital Credit Managed Account (TCCC), L.P. |
Boston, MA |
Q4 2014 |
0 |
$0 |
| Bain Capital Credit Rio Grande FMC, L.P. |
Boston, MA |
Q4 2014 |
0 |
$0 |
| Bain Capital Distressed & Special Situations 2013 (AIV II Master), L.P. |
Boston, MA |
Q3 2014 |
0 |
$0 |
| Bain Capital Distressed & Special Situations 2013 (AIV I), L.P. |
Boston, MA |
Q4 2014 |
0 |
$0 |
| Bain Capital Distressed & Special Situations 2013 (A), L.P. |
Boston, MA |
Q4 2014 |
0 |
$0 |
| Bain Capital Distressed & Special Situations 2013 (B), L.P. |
Boston, MA |
Q4 2014 |
0 |
$0 |
| Bain Capital Distressed & Special Situations 2013 (D), L.P. |
Boston, MA |
Q4 2014 |
0 |
$0 |
| Bain Capital Europe Fund III, L.P. |
Boston, MA |
Q3 2021 |
0 |
$0 |
| BAIN CAPITAL EUROPE FUND IV, L.P. |
Boston, MA |
Q3 2022 |
0 |
$0 |
| Bain Capital Everest Manager Holding SCA |
Boston, MA |
Q4 2016 |
0 |
$0 |
| Bain Capital Everest Manager S.a.r.l. |
Boston, MA |
Q4 2016 |
0 |
$0 |
| Bain Capital Fund IX, LLC |
Boston, MA |
Q1 2015 |
0 |
$0 |
| BAIN CAPITAL FUND IX L P |
Boston, MA |
Q1 2015 |
0 |
$0 |
| BAIN CAPITAL FUND VIII-E, L.P. |
Boston, MA |
Q2 2014 |
0 |
$0 |
| Bain Capital Fund VIII, LLC |
Boston, MA |
Q3 2018 |
0 |
$0 |
| BAIN CAPITAL FUND VIII, L.P. |
Boston, MA |
Q3 2018 |
0 |
$0 |
| BAIN CAPITAL FUND VII LLC |
Boston, MA |
Q1 2015 |
0 |
$0 |
| BAIN CAPITAL FUND VII LP |
Boston, MA |
Q3 2019 |
0 |
$0 |
| Bain Capital Fund XII, LP |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Fund XI, L.P. |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Fund X LP |
Boston, MA |
Q3 2021 |
0 |
$0 |
| Bain Capital Hercules Investors, LLC |
Boston, MA |
Q2 2014 |
0 |
$0 |
| Bain Capital High Income Partnership, L.P. |
Boston, MA |
Q4 2014 |
0 |
$0 |
| Bain Capital Integral Investors 2006, LLC |
Boston, MA |
Q3 2022 |
0 |
$0 |
| Bain Capital Integral Investors 2008, L.P. |
Boston, MA |
Q3 2022 |
0 |
$0 |
| Bain Capital Integral Investors, LLC |
Boston, MA |
Q4 2016 |
0 |
$0 |
| BAIN CAPITAL IX COINVESTMENT FUND L P |
Boston, MA |
Q1 2014 |
0 |
$0 |
| Bain Capital Life Sciences Fund III, L.P. |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Life Sciences Fund II, L.P. |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Life Sciences Fund, L.P. |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Life Sciences III General Partner, LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Life Sciences Investors II, LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Life Sciences Opportunities III GP, LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Life Sciences Opportunities III, LP |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Life Sciences Partners, LP |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Lion Holdings, L.P. |
Boston, MA |
Q1 2014 |
0 |
$0 |
| Bain Capital (OSI) IX Coinvestment, L.P. |
Boston, MA |
Q4 2014 |
0 |
$0 |
| Bain Capital (OSI) IX, L.P. |
Boston, MA |
Q4 2014 |
0 |
$0 |
| Bain Capital Partners Asia II, L.P. |
Boston, MA |
Q3 2020 |
0 |
$0 |
| Bain Capital Partners Europe III, L.P. |
Boston, MA |
Q3 2021 |
0 |
$0 |
| Bain Capital Partners Europe IV, L.P. |
Boston, MA |
Q3 2022 |
0 |
$0 |
| Bain Capital Partners IX, L.P. |
Boston, MA |
Q1 2015 |
0 |
$0 |
| Bain Capital Partners (SQ) VIII, L.P. |
Boston, MA |
Q1 2014 |
0 |
$0 |
| BAIN CAPITAL PARTNERS VIII-E, L.P. |
Boston, MA |
Q2 2014 |
0 |
$0 |
| BAIN CAPITAL PARTNERS VIII, L.P. |
Boston, MA |
Q3 2018 |
0 |
$0 |
| BAIN CAPITAL PARTNERS VII LP |
Boston, MA |
Q3 2019 |
0 |
$0 |
| Bain Capital Partners XII, LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Partners XI, L.P. |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Partners X, L.P. |
Boston, MA |
Q3 2021 |
0 |
$0 |
| Bain Capital Public Equity Global Industrials Fund, L.P. |
Boston, MA |
Q1 2019 |
0 |
$0 |
| Bain Capital Public Equity Management, LLC |
Boston, MA |
Q3 2020 |
0 |
$0 |
| Bain Capital (SQ) VIII, L.P. |
Boston, MA |
Q2 2014 |
0 |
$0 |
| Bain Capital Venture Coinvestment Fund II, L.P. |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BAIN CAPITAL VENTURE COINVESTMENT FUND, L.P. |
Boston, MA |
Q3 2024 |
0 |
$0 |
| Bain Capital Venture Coinvestment II Investors, LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Venture Coinvestment Partners, L.P. |
Boston, MA |
Q3 2024 |
0 |
$0 |
| Bain Capital Venture Fund 2007, L.P. |
Boston, MA |
Q3 2019 |
0 |
$0 |
| Bain Capital Venture Fund 2009, L.P. |
Boston, MA |
Q3 2022 |
0 |
$0 |
| Bain Capital Venture Fund 2012, L.P. |
Boston, MA |
Q3 2023 |
0 |
$0 |
| BAIN CAPITAL VENTURE FUND 2014, L.P. |
Boston, MA |
Q3 2024 |
0 |
$0 |
| Bain Capital Venture Fund 2019, L.P. |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Venture Integral Investors, LLC |
Boston, MA |
Q4 2014 |
0 |
$0 |
| Bain Capital Venture Investors 2019, LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Bain Capital Venture Partners 2007, L.P. |
Boston, MA |
Q3 2019 |
0 |
$0 |
| Bain Capital Venture Partners 2009, L.P. |
Boston, MA |
Q3 2022 |
0 |
$0 |
| Bain Capital Venture Partners 2012, L.P. |
Boston, MA |
Q3 2023 |
0 |
$0 |
| Bain Capital Venture Partners 2014, L.P. |
Boston, MA |
Q3 2024 |
0 |
$0 |
| BAIN CAPITAL VII COINVESTMENT FUND LLC |
Boston, MA |
Q1 2015 |
0 |
$0 |
| BAIN CAPITAL VII COINVESTMENT FUND LP |
Boston, MA |
Q3 2019 |
0 |
$0 |
| BAIN CAPITAL VIII COINVESTMENT FUND, L.P. |
Boston, MA |
Q3 2014 |
0 |
$0 |
| Bain Pumbaa Luxco Sarl |
Boston, MA |
Q1 2014 |
0 |
$0 |
| BAIRD FINANCIAL CORP |
Milwaukee, WI |
Q3 2025 |
0 |
$0 |
| BAIRD TRUST Co |
Louisville, KY |
Q3 2025 |
0 |
$0 |
| Baker Hughes Co |
Houston, TX |
Q3 2024 |
0 |
$0 |
| Baker Street Capital GP, LLC |
Los Angeles, CA |
Q3 2016 |
0 |
$0 |
| Baker Street Capital L.P. |
Los Angeles, CA |
Q3 2016 |
0 |
$0 |
| BALCH HILL CAPITAL LLC |
San Francisco, CA |
Q3 2020 |
0 |
$0 |
| BAM Credit & Insurance Solutions Advisor LLC |
New York, NY |
Q3 2025 |
0 |
$0 |
| BANBURY PARTNERS LLC |
Charlotte, NC |
Q2 2021 |
0 |
$0 |
| BANCED CORP |
Edwardsville, IL |
Q1 2019 |
0 |
$0 |
| Banc of America Strategic Ventures, Inc. |
Wilmington, DE |
Q3 2022 |
0 |
$0 |
| Banco Madesant, S.U., S.A. |
Funchal, Portugal |
Q2 2017 |
0 |
$0 |
| Banco Santander (Brasil) S.A. |
Sao Paulo, Sp, Brazil |
Q2 2017 |
0 |
$0 |
| Banco Santander International |
Miami, FL |
Q3 2025 |
0 |
$0 |
| Banco Santander International SA |
1201 Geneve, Switzerland |
Q3 2025 |
0 |
$0 |
| Banco Santander Mexico S.A., Institucion de Banca Multiple, Grupo Financiero Santander Mexico |
Mexico, Mexico |
Q3 2025 |
0 |
$0 |
| Bancreek Capital Advisors, LLC |
Santa Monica, CA |
Q3 2025 |
0 |
$0 |
| Bank Degroof Petercam SA/NV |
Brussels |
Q3 2025 |
0 |
$0 |
| BANKERS TRUST CO |
Des Moines, IA |
Q3 2025 |
0 |
$0 |
| Bank J. Safra Sarasin (Gibraltar) Ltd |
Gibraltar, Gibraltar |
Q4 2025 |
0 |
$0 |
| Bank J. Safra Sarasin LTD |
Basel, Switzerland |
Q4 2025 |
0 |
$0 |
| Bank Lombard Odier & Co Ltd |
Geneva, Switzerland |
Q4 2025 |
0 |
$0 |
| BANK OF AMERICA NA |
Charlotte, NC |
Q3 2025 |
0 |
$0 |
| BANK OF EDWARDSVILLE |
Edwardsville, IL |
Q3 2019 |
0 |
$0 |
| BANK OF HAWAII CORP |
Honolulu, HI |
Q3 2025 |
0 |
$0 |
| Bank of Israel |
Jerusalem, Israel |
Q2 2025 |
0 |
$0 |
| Bank of Montreal Europe Plc |
Dublin 1, Ireland |
Q3 2025 |
0 |
$0 |
| BANK OF NEW YORK MELLON |
New York, NY |
Q3 2025 |
0 |
$0 |
| BANK OF NEW YORK MELLON TRUST COMPANY, N.A. |
Los Angeles, CA |
Q1 2018 |
0 |
$0 |
| Bank of Nova Scotia Trust Co (Bahamas) Ltd |
Nassau, Bahamas |
Q3 2025 |
0 |
$0 |
| Bank of Singapore Ltd |
Singapore, Singapore |
Q4 2025 |
0 |
$0 |
| BANK VONTOBEL AG |
Zurich, Switzerland |
Q3 2025 |
0 |
$0 |
| Bank Vontobel Europe AG |
Munich, Germany |
Q3 2025 |
0 |
$0 |
| Bank Vontobel Ltd |
Zurich, Switzerland |
Q4 2020 |
0 |
$0 |
| BANQUE DEGROOF PETERCAM LUXEMBOURG S.A. |
Luxembourg City |
Q3 2025 |
0 |
$0 |
| Banque J. Safra Sarasin (Luxembourg) SA |
Luxembourg, Luxembourg |
Q4 2025 |
0 |
$0 |
| Banque J.Safra Sarasin (Monaco) SA |
Monaco, Monaco |
Q4 2025 |
0 |
$0 |
| Banque Piguet Galland & Cie SA |
Geneva |
Q4 2025 |
0 |
$0 |
| Transatlantique Belgium Banque |
Brussels, Belgium |
Q3 2025 |
0 |
$0 |
| Banque Transatlantique Luxembourg |
Luxembourg |
Q4 2025 |
0 |
$0 |
| Ian Banwell |
Charlotte, NC |
Q4 2015 |
0 |
$0 |
| Paul V. Barber |
Baltimore, MD |
Q1 2014 |
0 |
$0 |
| BARBERRY CORP. |
Sunny Isles, FL |
Q4 2015 |
0 |
$0 |
| Barclays Aldersgate Investments Ltd |
London, United Kingdom |
Q3 2016 |
0 |
$0 |
| Barclays Bank Ireland PLC |
Dublin, Ireland |
Q3 2025 |
0 |
$0 |
| BARCLAYS BANK PLC |
London, United Kingdom |
Q3 2025 |
0 |
$0 |
| Barclays Bank PLC (Barclays Capital Fund Solutions) |
London, United Kingdom |
Q2 2017 |
0 |
$0 |
| Barclays Bank PLC, France |
Paris, France |
Q2 2017 |
0 |
$0 |
| BARCLAYS BANK PLC, HONG KONG |
Hong Kong, Hong Kong |
Q2 2017 |
0 |
$0 |
| Barclays Bank SA |
Madrid, Spain |
Q4 2014 |
0 |
$0 |
| Barclays Bank (Suisse) SA |
Geneva, Switzerland |
Q2 2025 |
0 |
$0 |
| Barclays Bank Trust Co Ltd |
London, United Kingdom |
Q3 2016 |
0 |
$0 |
| Barclays Capital Canada Inc. |
Toronto, Ontario, Canada |
Q4 2021 |
0 |
$0 |
| Barclays Capital Derivative Funding |
New York, NY |
Q4 2024 |
0 |
$0 |
| Barclays Capital Equities Trading GP |
New York, United States |
Q3 2014 |
0 |
$0 |
| Barclays Capital INC |
New York, NY |
Q4 2019 |
0 |
$0 |
| BARCLAYS CAPITAL INC. |
New York, NY |
Q3 2025 |
0 |
$0 |
| Barclays Capital Luxembourg SaRL |
Luxembourg, Luxembourg |
Q3 2025 |
0 |
$0 |
| BARCLAYS CAPITAL SECURITIES LTD |
London, United Kingdom |
Q3 2025 |
0 |
$0 |
| Barclays Investment Solutions Ltd |
Manchester, United Kingdom |
Q3 2025 |
0 |
$0 |
| Barclays Merchant Bank (Singapore) Ltd |
Singapore, Singapore |
Q2 2018 |
0 |
$0 |
| Barclays Trust Co (Cayman) Ltd |
Georgetown, Cayman Islands |
Q4 2015 |
0 |
$0 |
| Barclays Trust Co (Jersey) Ltd |
St. Helier, Jersey |
Q4 2015 |
0 |
$0 |
| Barclays Wealth Managers Espana, SGIIC, S.A |
Madrid, Spain |
Q1 2014 |
0 |
$0 |
| Barclays Wealth Managers France SA |
Paris, France |
Q2 2017 |
0 |
$0 |
| Barclays Wealth Trustees (Guernsey) Ltd |
St Peter Port, Guernsey |
Q4 2015 |
0 |
$0 |
| Barclays Wealth Trustees (Isle of Man) Ltd |
Douglas, Isle of Man |
Q4 2015 |
0 |
$0 |
| Barclays Wealth Trustees (Jersey) Ltd |
St. Helier, Jersey |
Q4 2015 |
0 |
$0 |
| Barclays Wealth Trustees (Singapore) Ltd |
Singapore, Singapore |
Q4 2015 |
0 |
$0 |
| Bardin Hill Arbitrage IC Management LP |
New York, NY |
Q3 2021 |
0 |
$0 |
| Bardin Hill Arbitrage Management LP |
New York, NY |
Q1 2023 |
0 |
$0 |
| Bardin Hill Arbitrage UCITS Management LP |
New York, NY |
Q3 2024 |
0 |
$0 |
| BAR HARBOR BANKSHARES |
Bar Harbor, ME |
Q4 2025 |
0 |
$0 |
| Bar Harbor Bank & Trust |
Bar Harbor, ME |
Q4 2025 |
0 |
$0 |
| BAR HARBOR TRUST SERVICES |
Ellsworth, ME |
Q2 2022 |
0 |
$0 |
| BARING ASSET MANAGEMENT (ASIA) Ltd |
Hong Kong, China |
Q2 2025 |
0 |
$0 |
| Baring Asset Management Korea Ltd |
Seoul, Korea, Republic of |
Q2 2025 |
0 |
$0 |
| BARING ASSET MANAGEMENT Ltd |
London, United Kingdom |
Q2 2025 |
0 |
$0 |
| Baring Fintech Fund III (GP) LP |
St Peter Port, Guernsey |
Q3 2025 |
0 |
$0 |
| Baring Fintech Nexus Ltd |
Castel, Guernsey |
Q3 2025 |
0 |
$0 |
| Baring Fintech Private Equity Fund III L.P.1 |
St Peter Port, Guernsey |
Q3 2025 |
0 |
$0 |
| Baring International Investment Ltd |
London, United Kingdom |
Q2 2025 |
0 |
$0 |
| Baring SICE (Taiwan) LTD |
Taipei, Taiwan, Province of China |
Q2 2025 |
0 |
$0 |
| Baring Ventures Fund V Managers Ltd |
St Peter Port, Guernsey |
Q3 2025 |
0 |
$0 |
| Bartley Investments Pte. Ltd. |
Singapore |
Q3 2025 |
0 |
$0 |
| Barwick & Partners, Inc. |
Clyde Hill, WA |
Q4 2025 |
0 |
$0 |
| Edward P. Bass |
Fort Worth, TX |
Q4 2025 |
0 |
$0 |
| LEE M. /TX/ BASS |
Fort Worth, TX |
Q4 2025 |
0 |
$0 |
| ROBERT M. BASS |
Fort Worth, TX |
Q4 2025 |
0 |
$0 |
| SID R. BASS |
Fort Worth, TX |
Q4 2025 |
0 |
$0 |
| Timothy R. Bass |
Fort Worth, TX |
Q4 2025 |
0 |
$0 |
| Thomas E. Bator |
Boston, MA |
Q4 2025 |
0 |
$0 |
| Battery Partners VIII, LLC |
Boston, MA |
Q3 2019 |
0 |
$0 |
| Battery Partners VII, LLC |
Boston, MA |
Q3 2017 |
0 |
$0 |
| Baxter Credit Union |
Vernon Hills, IL |
Q4 2025 |
0 |
$0 |
| Bay Management Co XI LLC |
Woodside, CA |
Q4 2017 |
0 |
$0 |
| Baymount Management LP |
Miami, FL |
Q4 2024 |
0 |
$0 |
| Baystate Wealth Management LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Baytree Investments (Mauritius) Pte Ltd |
Port Louis, Mauritius |
Q3 2022 |
0 |
$0 |
| BB BIOTECH AG |
Schaffhausen |
Q3 2025 |
0 |
$0 |
| BBT Capital Management, LLC |
Fort Worth, TX |
Q3 2020 |
0 |
$0 |
| BBT FUND LP |
Fort Worth, TX |
Q3 2020 |
0 |
$0 |
| BBT MASTER FUND, LP |
Grand Cayman, Cayman Islands |
Q3 2017 |
0 |
$0 |
| BB&T SECURITIES, LLC |
Richmond, VA |
Q2 2020 |
0 |
$0 |
| BC BRIGHTNESS SPV GP, LLC |
Boston, MA |
Q3 2019 |
0 |
$0 |
| BC Brightness SPV, LP |
Boston, MA |
Q3 2019 |
0 |
$0 |
| BCBSM, Inc. |
Eagan, MN |
Q4 2021 |
0 |
$0 |
| BCIP Associates-G |
Boston, MA |
Q1 2014 |
0 |
$0 |
| BCIP Associates IV, L.P. |
Boston, MA |
Q3 2022 |
0 |
$0 |
| BCIP Associates IV (US), L.P. |
Boston, MA |
Q3 2022 |
0 |
$0 |
| BCIP Life Sciences Associates, LP |
Boston, MA |
Q3 2022 |
0 |
$0 |
| BCIP TCV, LLC |
Boston, MA |
Q2 2014 |
0 |
$0 |
| BCIP Venture Associates |
Boston, MA |
Q3 2022 |
0 |
$0 |
| BCLS Fund III Investments GP, LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCLS Fund III Investments, LP |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCLS II Investco (GP), LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCLS II Investco, LP |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Derby (DE) SPV (GP), LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Derby GP, LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Derby Investor, LP |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Diamond Cayman Holding Ltd |
Boston, MA |
Q3 2022 |
0 |
$0 |
| BCPE DIAMOND GP, LLC |
Boston, MA |
Q3 2024 |
0 |
$0 |
| BCPE Diamond Investor, LP |
Boston, MA |
Q3 2024 |
0 |
$0 |
| BCPE Eagle GP, LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Eagle Investor, LP |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Nucleon (DE) SPV (GP), LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Nucleon (DE) SPV, LP |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Nucleon Investors (GP), LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Nucleon Investors, LP |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Perception GP, LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BC Perception Holdings, LP |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Seminole GP III LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Seminole GP II LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Seminole GP LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Seminole Holdings III, L.P. |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Seminole Holdings II Intermediate LP |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Seminole Holdings IV, L.P. |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BCPE Seminole Holdings LP |
Boston, MA |
Q3 2025 |
0 |
$0 |
| BC SW, LP |
Boston, MA |
Q3 2024 |
0 |
$0 |
| BDTCP GP I, LLC |
Chicago, IL |
Q2 2021 |
0 |
$0 |
| Gentry T. Beach |
New York, NY |
Q4 2016 |
0 |
$0 |
| Beacon Pointe Wealth Advisors, LLC |
Newport Beach, CA |
Q1 2020 |
0 |
$0 |
| Bear Stearns Companies LLC |
New York, NY |
Q2 2015 |
0 |
$0 |
| BEA Union Investment Management Ltd. |
Hong Kong, Hong Kong |
Q3 2025 |
0 |
$0 |
| Bedford Ridge Capital LP |
New York, NY |
Q3 2022 |
0 |
$0 |
| Bedlam Asset Management plc |
London, United Kingdom |
Q4 2013 |
0 |
$0 |
| Bellevue Asset Management AG |
Zurich |
Q3 2025 |
0 |
$0 |
| Bellevue Asset Management (UK) Ltd. |
London |
Q3 2025 |
0 |
$0 |
| Belvedere Advisors LLC |
San Francisco, CA |
Q2 2023 |
0 |
$0 |
| Benefit Street Credit Alpha Master Fund Ltd. |
Grand Cayman, Cayman Islands |
Q1 2020 |
0 |
$0 |
| BENJAMIN F. EDWARDS & COMPANY, INC. |
St. Louis, MO |
Q4 2025 |
0 |
$0 |
| Benjamin F. Edwards Wealth Management, LLC |
Clayton, MO |
Q4 2025 |
0 |
$0 |
| Berkshire Hathaway Homestate Insurance Co. |
Omaha, NE |
Q3 2025 |
0 |
$0 |
| BERKSHIRE HATHAWAY LIFE INSURANCE CO OF NEBRASKA |
Omaha, NE |
Q3 2025 |
0 |
$0 |
| BERTRAM GROWTH CAPITAL III (GPLLC), L.L.C. |
Foster City, CA |
Q4 2023 |
0 |
$0 |
| James Berylson |
Boston, MA |
Q3 2024 |
0 |
$0 |
| BESSEC FUNDING LLC |
New York, NY |
Q3 2024 |
0 |
$0 |
| BESSEMER INVESTMENT MANAGEMENT LLC |
New York, NY |
Q4 2025 |
0 |
$0 |
| Bessemer Private Investment Fund I LLC |
New York, NY |
Q3 2024 |
0 |
$0 |
| BESSEMER SECURITIES CORP |
New York, NY |
Q3 2024 |
0 |
$0 |
| BESSEMER SECURITIES LLC |
New York, NY |
Q3 2024 |
0 |
$0 |
| BESSEMER TRUST CO |
Woodbridge, NJ |
Q4 2025 |
0 |
$0 |
| BESSEMER TRUST Co NATIONAL ASSOCIATION |
New York, NY |
Q4 2025 |
0 |
$0 |
| Bessemer Trust Co of California, N.A. |
San Francisco, CA |
Q4 2025 |
0 |
$0 |
| Bessemer Trust CO of Delaware, N.A. |
Wilmington, DE |
Q4 2025 |
0 |
$0 |
| BESSEMER TRUST Co OF FLORIDA |
Palm Beach, FL |
Q4 2025 |
0 |
$0 |
| Bessemer Trust Co of Nevada, National Association |
Las Vegas, NV |
Q4 2025 |
0 |
$0 |
| BESSEMER VENTURES INC |
New York, NY |
Q3 2024 |
0 |
$0 |
| Betashares Capital Ltd. |
Sydney, Australia |
Q4 2020 |
0 |
$0 |
| Betashares Holdings Pty Ltd. |
Sydney, Australia |
Q4 2020 |
0 |
$0 |
| BFT Investment Managers |
Paris |
Q3 2025 |
0 |
$0 |
| BGL BNP PARIBAS S.A. |
Luxembourg, Luxembourg |
Q3 2025 |
0 |
$0 |
| BHF BANK AKTIENGESELLSCHAFT /ADR/ |
New York, NY |
Q1 2016 |
0 |
$0 |
| BH Finance LLC |
Omaha, NE |
Q3 2025 |
0 |
$0 |
| BHF RG Capital Inc. |
Scottsdale, AZ |
Q4 2021 |
0 |
$0 |
| BHR Capital LLC |
New York, NY |
Q1 2017 |
0 |
$0 |
| BHZ CAPITAL MANAGEMENT, LP |
San Jose, CA |
Q2 2024 |
0 |
$0 |
| BI Holding A/S |
Kobenhavn K, Denmark |
Q3 2025 |
0 |
$0 |
| BINGHAM OSBORN & SCARBOROUGH LLC |
San Francisco, CA |
Q4 2021 |
0 |
$0 |
| BIOMARK CAPITAL FUND IV GP LLC |
Greenwich, CT |
Q3 2018 |
0 |
$0 |