| Baader Bank Aktiengesellschaft |
Unterschleissheim, Germany |
Q3 2024 |
398 |
$1.19B |
| Bach Option Ltd |
Wanchai, Hong Kong |
Q4 2019 |
9 |
$11.6M |
| BADGLEY PHELPS & BELL INC |
Seattle, WA |
Q2 2021 |
222 |
$2.69B |
| Badgley Phelps Wealth Managers, LLC |
Seattle, WA |
Q3 2024 |
290 |
$4.3B |
| BAHL & GAYNOR INC |
Cincinnati, OH |
Q3 2024 |
342 |
$19.4B |
| BAILARD, INC. |
Foster City, CA |
Q3 2024 |
734 |
$3.84B |
| BAILEY VALUE LIMITED PARTNERSHIP |
Danvers, MA |
Q3 2022 |
9 |
$57.8M |
| BAILLIE GIFFORD & CO |
Edinburgh, United Kingdom |
Q3 2024 |
277 |
$134B |
| Bain Capital Credit, LP |
Boston, MA |
Q3 2024 |
8 |
$484M |
| BAIN CAPITAL CREDIT MEMBER, LLC |
Boston, MA |
Q1 2017 |
8 |
$114M |
| BAIN CAPITAL INVESTORS LLC |
Boston, MA |
Q3 2024 |
5 |
$3.82B |
| Bain Capital Life Sciences Investors, LLC |
Boston, MA |
Q3 2024 |
24 |
$961M |
| Bain Capital Public Equity, LP |
Boston, MA |
Q3 2024 |
32 |
$129M |
| Bain Capital Public Equity Management II, LLC |
Boston, MA |
Q3 2024 |
30 |
$2.2B |
| BAIN CAPITAL VENTURE INVESTORS, LLC |
Boston, MA |
Q3 2024 |
3 |
$121M |
| BAINCO INTERNATIONAL INVESTORS |
Boston, MA |
Q4 2020 |
217 |
$873M |
| Baines Creek Capital, LLC |
Austin, TX |
Q1 2019 |
9 |
$23.8M |
| Baird Financial Group, Inc. |
Milwaukee, WI |
Q3 2024 |
1747 |
$51.5B |
| Bakala Capital Management LLC |
Greenville, SC |
Q3 2024 |
10 |
$15M |
| Baker Avenue Asset Management, LP |
San Francisco, CA |
Q3 2024 |
410 |
$3.15B |
| BAKER BOYER NATIONAL BANK |
Walla Walla, WA |
Q3 2024 |
78 |
$298M |
| BAKER BROS. ADVISORS LP |
New York, NY |
Q3 2024 |
93 |
$9.65B |
| Baker Chad R |
Perrysburg, OH |
Q3 2024 |
50 |
$509M |
| Baker Ellis Asset Management LLC |
Vancouver, WA |
Q3 2024 |
226 |
$707M |
| Baker Hughes Holdings LLC |
Houston, TX |
Q3 2024 |
2 |
$47.6M |
| Baker Street Capital Management, LLC |
Los Angeles, CA |
Q3 2016 |
1 |
$35.2M |
| BAKER TILLY WEALTH MANAGEMENT, LLC |
Madison, WI |
Q3 2024 |
234 |
$226M |
| Balanced Rock Investment Advisors LLC |
Roslindale, MA |
Q3 2024 |
88 |
$128M |
| BALANCED WEALTH GROUP LLC |
Westlake, OH |
Q3 2024 |
66 |
$226M |
| BALASA DINVERNO & FOLTZ LLC |
Itasca, IL |
Q3 2022 |
336 |
$1.58B |
| Balboa Wealth Partners |
Scottsdale, AZ |
Q3 2024 |
332 |
$401M |
| Baldrige Asset Management LLC |
Allentown, PA |
Q1 2023 |
395 |
$244M |
| BALDWIN BROTHERS LLC/MA |
Marion, MA |
Q3 2024 |
1079 |
$1.47B |
| Baldwin Investment Management, LLC |
West Conshohocken, PA |
Q3 2024 |
213 |
$798M |
| Balentine LLC |
Atlanta, GA |
Q3 2024 |
221 |
$2.54B |
| BALESTRA CAPITAL LTD. |
New York, NY |
Q3 2015 |
2 |
$17.6M |
| BALLAST ADVISORS LLC |
Woodbury, MN |
Q3 2024 |
163 |
$324M |
| Ballast Asset Management, LP |
Dallas, TX |
Q3 2024 |
49 |
$196M |
| Ballast, Inc. |
Lexington, KY |
Q3 2024 |
125 |
$353M |
| Ballentine Capital Advisors, Inc |
Greenville, SC |
Q3 2024 |
29 |
$199M |
| Ballentine Partners, LLC |
Waltham, MA |
Q3 2024 |
846 |
$5.85B |
| Ballew Advisors, Inc |
Jackson, MS |
Q3 2024 |
104 |
$148M |
| Balter Liquid Alternatives, LLC |
Boston, MA |
Q2 2019 |
120 |
$205M |
| BALTIMORE CAPITAL MANAGEMENT, INC |
Baltimore, MD |
Q1 2019 |
78 |
$61.9M |
| Baltimore-Washington Financial Advisors, Inc. |
Columbia, MD |
Q3 2024 |
148 |
$1.86B |
| BALYASNY ASSET MANAGEMENT L.P. |
Chicago, IL |
Q3 2024 |
1901 |
$38.9B |
| BAMCO INC /NY/ |
New York, NY |
Q3 2024 |
328 |
$37.7B |
| BancFirst Trust & Investment Management |
Oklahoma City, OK |
Q3 2024 |
54 |
$299M |
| BANC FUNDS CO LLC |
Chicago, IL |
Q3 2024 |
125 |
$921M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. |
Madrid, Spain |
Q3 2024 |
706 |
$10B |
| Banco BTG Pactual S.A. |
Rio De Janeiro, Brazil |
Q3 2024 |
130 |
$385M |
| Banco BTG Pactual SA |
Rio De Janeiro, Brazil |
Q4 2015 |
18 |
$20.7M |
| Banco de Sabadell, S.A |
Miami, FL |
Q3 2024 |
60 |
$133M |
| BANCORPSOUTH INC |
Tupelo, MS |
Q3 2017 |
251 |
$1.01B |
| Banco Santander, S.A. |
Madrid, Spain |
Q3 2024 |
443 |
$8.48B |
| Bancreek Capital Management, LP |
Santa Monica, CA |
Q3 2024 |
20 |
$158M |
| Bandera Partners LLC |
New York, NY |
Q3 2024 |
18 |
$265M |
| Bangor Savings Bank |
Bangor, ME |
Q3 2024 |
538 |
$1.06B |
| BANKERS TRUST CO CEDAR RAPIDS |
Cedar Rapids, IA |
Q2 2014 |
5 |
$2.17M |
| BANKERS TRUST CO OF SOUTH DAKOTA |
Des Moines, IA |
Q2 2014 |
37 |
$151M |
| BANK HAPOALIM BM |
Tel Aviv, Israel |
Q3 2024 |
129 |
$660M |
| Bank Julius Baer & Co. Ltd, Zurich |
Zurich, Switzerland |
Q3 2024 |
508 |
$28.9B |
| BANK OF AMERICA CORP /DE/ |
Charlotte, NC |
Q3 2024 |
7215 |
$1.1T |
| Bank of Finland |
Helsinki, Finland |
Q3 2024 |
4 |
$1.67B |
| BANK OF HAWAII |
Honolulu, HI |
Q3 2024 |
236 |
$2.39B |
| Bank of Italy |
Rome, Italy |
Q3 2024 |
8 |
$2.44B |
| Bank of Kentucky, Inc. |
Crestview Hills,, KY |
Q1 2015 |
264 |
$432M |
| BANK OF KOREA |
Seoul, Korea, Republic of |
Q3 2024 |
1 |
$44.7M |
| Bank of Marin |
Novato, CA |
Q3 2024 |
125 |
$124M |
| BANK OF MONTREAL /CAN/ |
Toronto, Ontario, Canada |
Q3 2024 |
3452 |
$211B |
| Bank of New Hampshire |
Laconia, NH |
Q3 2024 |
463 |
$399M |
| Bank of New York Mellon Corp |
New York, NY |
Q3 2024 |
4426 |
$538B |
| BANK OF NOVA SCOTIA |
Toronto, Ontario, Canada |
Q3 2024 |
927 |
$49.6B |
| BANK OF NOVA SCOTIA TRUST CO |
Toronto, Ontario, Canada |
Q3 2024 |
139 |
$985M |
| BANK OF STOCKTON |
Stockton, CA |
Q3 2024 |
145 |
$332M |
| BANK OF THE WEST |
Monterey Park, CA |
Q4 2022 |
219 |
$851M |
| Bank OZK |
Little Rock, AR |
Q3 2024 |
149 |
$242M |
| BANK PICTET & CIE (ASIA) LTD |
Singapore, Singapore |
Q2 2024 |
93 |
$299M |
| Bank Pictet & Cie (Europe) AG |
Frankfurt Am Main, Germany |
Q3 2024 |
153 |
$4.23B |
| Bank & Trust Co |
Litchfield, IL |
Q3 2024 |
287 |
$123M |
| Banque Cantonale Vaudoise |
Lausanne, Switzerland |
Q3 2024 |
743 |
$2.43B |
| BANQUE PICTET & CIE SA |
Geneva 73, Switzerland |
Q3 2024 |
282 |
$10.1B |
| BANTA ASSET MANAGEMENT LP |
Newport Beach, CA |
Q4 2023 |
17 |
$83.9M |
| BANYAN CAPITAL MANAGEMENT, INC. |
Atlanta, GA |
Q3 2024 |
16 |
$173M |
| Banyan Partners, LLC |
Palm Beach Gardens, FL |
Q3 2014 |
384 |
$1.15B |
| Barbara Oil Co. |
Chicago, IL |
Q3 2024 |
75 |
$245M |
| Barber Financial Group, Inc. |
Lenexa, KS |
Q1 2023 |
148 |
$567M |
| BARCLAYS PLC |
London, United Kingdom |
Q3 2024 |
4360 |
$227B |
| BARD ASSOCIATES INC |
Chicago, IL |
Q3 2024 |
177 |
$293M |
| Barden Capital Management, Inc. |
Austin, TX |
Q3 2024 |
59 |
$114M |
| Bard Financial Services, Inc. |
Branford, CT |
Q3 2024 |
210 |
$847M |
| BARDIN HILL MANAGEMENT PARTNERS LP |
New York, NY |
Q3 2024 |
29 |
$188M |
| Bare Financial Services, Inc |
Gap, PA |
Q3 2024 |
151 |
$243M |
| Bares Capital Management, Inc. |
Austin, TX |
Q3 2024 |
22 |
$1.1B |
| BAR HARBOR WEALTH MANAGEMENT |
Concord, NH |
Q3 2024 |
267 |
$1.57B |
| BARINGS LLC |
Charlotte, NC |
Q3 2024 |
159 |
$4.28B |
| Barings Real Estate Advisers LLC |
Hartford, CT |
Q4 2016 |
38 |
$294M |
| BARINGTON CAPITAL GROUP, L.P. |
New York, NY |
Q3 2024 |
9 |
$94.5M |
| Barker Partnership L.P. |
Grand Cayman, Cayman Islands |
Q1 2020 |
3 |
$91.8M |
| BARLOW WEALTH PARTNERS, INC. |
Louisville, KY |
Q3 2024 |
147 |
$764M |
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
Clarksdale, MS |
Q3 2024 |
100 |
$125M |
| Barnett & Company, Inc. |
Chattanooga, TN |
Q3 2024 |
81 |
$151M |
| BAROMETER CAPITAL MANAGEMENT INC. |
Toronto, Ontario, Canada |
Q3 2024 |
161 |
$237M |
| Baron Financial Group, LLC |
Fair Lawn, NJ |
Q3 2024 |
47 |
$164M |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
Boca Raton, FL |
Q3 2024 |
120 |
$573M |
| Baron Wealth Management LLC |
Troy, MI |
Q3 2024 |
204 |
$208M |
| BARR E S & CO |
Lexington, KY |
Q3 2024 |
106 |
$1.6B |
| Barrett Asset Management, LLC |
New York, NY |
Q1 2022 |
229 |
$2.39B |
| BARRETT & COMPANY, INC. |
Providence, RI |
Q3 2024 |
578 |
$231M |
| Barrier Capital Management, LLC |
San Francisco, CA |
Q3 2024 |
13 |
$108M |
| Barrington Strategic Wealth Management Group LLC |
Chicago, IL |
Q3 2017 |
105 |
$198M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
Dallas, TX |
Q3 2024 |
326 |
$30.6B |
| Barry Investment Advisors, LLC |
New Bedford, MA |
Q3 2024 |
114 |
$327M |
| Bartlett & Co. LLC |
Cincinnati, OH |
Q4 2023 |
1199 |
$6.16B |
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
Cincinnati, OH |
Q3 2024 |
1128 |
$6.97B |
| Barton Investment Management |
West Conshohocken, PA |
Q3 2024 |
49 |
$800M |
| Baskin Financial Services Inc. |
Toronto, Ontario, Canada |
Q3 2024 |
50 |
$1.22B |
| BASSETT HARGROVE INVESTMENT COUNSEL, LLC |
Greenville, DE |
Q3 2023 |
45 |
$59.3M |
| BASSO CAPITAL MANAGEMENT, L.P. |
Stamford, CT |
Q3 2024 |
73 |
$109M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
New York, NY |
Q3 2024 |
102 |
$1.94B |
| Bath Savings Trust Co |
Bath, ME |
Q3 2024 |
172 |
$1.01B |
| Battery Global Advisors, LLC |
Boston, MA |
Q3 2024 |
135 |
$184M |
| Battery Management Corp. |
Boston, MA |
Q3 2024 |
5 |
$325M |
| Battery Partners IX, LLC |
Boston, MA |
Q3 2020 |
1 |
$22.4M |
| Baugh & Associates, LLC |
Atlanta, GA |
Q3 2024 |
40 |
$194M |
| BAUPOST GROUP LLC/MA |
Boston, MA |
Q3 2024 |
21 |
$3.52B |
| BAXTER BROS INC |
Riverside, CT |
Q3 2024 |
155 |
$769M |
| Bayberry Capital Partners LP |
New York, NY |
Q3 2024 |
18 |
$297M |
| BayBridge Capital Group, LLC |
Pleasanton, CA |
Q3 2024 |
92 |
$139M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
Concord, MA |
Q3 2024 |
431 |
$660M |
| Bayesian Capital Management, LP |
Brooklyn, NY |
Q3 2024 |
642 |
$853M |
| Bay Harbor Wealth Management, LLC |
Hunt Valley, MD |
Q3 2024 |
161 |
$306M |
| BAYOU CITY ENERGY MANAGEMENT LLC |
Houston, TX |
Q4 2018 |
1 |
$85.4M |
| Bay Rivers Group |
Williamsburg, VA |
Q3 2024 |
84 |
$201M |
| BAYSHORE ASSET MANAGEMENT, LLC |
Coral Gables, FL |
Q3 2024 |
55 |
$223M |
| Bay Street Capital Partners LLC |
New York, NY |
Q1 2018 |
11 |
$41.2M |
| Bayview Asset Management, LLC |
Coral Gables, FL |
Q3 2024 |
24 |
$179M |
| B, B, H, & B INC. |
Birmingham, AL |
Q1 2022 |
30 |
$106M |
| BBJS FINANCIAL ADVISORS, LLC |
Seattle, WA |
Q3 2024 |
142 |
$280M |
| BBR PARTNERS, LLC |
New York, NY |
Q3 2024 |
242 |
$1.31B |
| BB&T INVESTMENT SERVICES, INC. |
Charlotte, NC |
Q4 2017 |
1413 |
$593M |
| BBVA USA |
Birmingham, AL |
Q3 2021 |
979 |
$1.71B |
| BBVA USA Bancshares, Inc. |
Houston, TX |
Q1 2021 |
539 |
$2.1B |
| BC Gestao de Recursos Ltda. |
Sao Paulo, Brazil |
Q3 2023 |
2 |
$38.2M |
| BCGM Wealth Management, LLC |
Lafayette, IN |
Q3 2024 |
154 |
$308M |
| BCK CAPITAL MANAGEMENT LP |
Stamford, CT |
Q3 2024 |
66 |
$167M |
| BCK Partners, Inc. |
Corning, NY |
Q3 2024 |
29 |
$210M |
| BCM ADVISORS, LLC |
Lafayette, LA |
Q3 2024 |
66 |
$436M |
| BC Partners Advisors L.P. |
New York, NY |
Q3 2024 |
2 |
$8.63B |
| BCR Wealth Strategies, LLC |
Vestavia, AL |
Q3 2024 |
24 |
$212M |
| BCS Wealth Management |
Johnson City, TN |
Q3 2024 |
167 |
$235M |
| BCU Wealth Advisors, LLC |
Vernon Hills, IL |
Q3 2024 |
52 |
$168M |
| BCWM, LLC |
Overland Park, KS |
Q2 2024 |
58 |
$278M |
| BDF-GESTION |
Paris, France |
Q3 2024 |
152 |
$224M |
| BDL CAPITAL MANAGEMENT |
Paris, France |
Q4 2023 |
17 |
$109M |
| BDO Wealth Advisors, LLC |
Jacksonville, FL |
Q2 2023 |
978 |
$872M |
| BDT CAPITAL PARTNERS, LLC |
Chicago, IL |
Q3 2024 |
2 |
$502M |
| B&D White Capital Company, LLC |
Lakeway, TX |
Q3 2024 |
73 |
$580M |
| BEACH INVESTMENT COUNSEL INC/PA |
West Conshohocken, PA |
Q3 2024 |
223 |
$809M |
| Beach Investment Management, LLC. |
West Conshohocken, PA |
Q1 2020 |
30 |
$28.8M |
| Beach Point Capital Management LP |
Santa Monica, CA |
Q3 2024 |
8 |
$297M |
| Beacon Bridge Wealth Partners, LLC |
Lower Gwynedd, PA |
Q3 2024 |
87 |
$233M |
| Beacon Capital Management, Inc. |
Dayton, OH |
Q3 2024 |
29 |
$2.4B |
| Beacon Capital Management, LLC |
Franklin, TN |
Q3 2024 |
1193 |
$704M |
| Beacon Financial Advisory LLC |
Cleveland, OH |
Q3 2024 |
298 |
$294M |
| BEACON FINANCIAL GROUP |
Dallas, TX |
Q3 2024 |
320 |
$924M |
| BEACON FINANCIAL PLANNING, INC |
Hyannis, MA |
Q3 2024 |
44 |
$162M |
| Beacon Harbor Wealth Advisors, Inc. |
Virginia Beach, VA |
Q3 2024 |
70 |
$420M |
| BEACON INVESTMENT ADVISORS LLC |
Gaithersburg, MD |
Q3 2024 |
152 |
$211M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
Morristown, NJ |
Q3 2024 |
254 |
$2.4B |
| BEACONLIGHT CAPITAL, LLC |
New York, NY |
Q3 2024 |
27 |
$243M |
| Beacon Pointe Advisors, LLC |
Newport Beach, CA |
Q3 2024 |
1200 |
$8.66B |
| BEACON TRUST CO |
Morristown, NJ |
Q1 2017 |
181 |
$635M |
| Beacon Wealthcare, Inc |
Raleigh, NC |
Q4 2020 |
10 |
$172M |
| Beacon Wealthcare LLC |
Raleigh, NC |
Q3 2024 |
27 |
$248M |
| Beaird Harris Wealth Management, LLC |
Dallas, TX |
Q3 2024 |
510 |
$1.14B |
| BEAM WEALTH ADVISORS, INC. |
Covington, LA |
Q3 2024 |
102 |
$330M |
| Bear Mountain Capital, Inc. |
Seattle, WA |
Q3 2024 |
174 |
$253M |
| Beaton Management Co. Inc. |
Haverhill, MA |
Q3 2024 |
135 |
$198M |
| Beaumont Asset Management, L.L.C. |
Beaumont, TX |
Q3 2024 |
64 |
$172M |
| Beaumont Capital Management, LLC |
Boston, MA |
Q3 2024 |
49 |
$136M |
| Beaumont Financial Advisors, LLC |
Needham, MA |
Q3 2024 |
349 |
$1.28B |
| Beaumont Financial Partners, LLC |
Needham, MA |
Q3 2022 |
302 |
$1.04B |
| Beck Bode, LLC |
Dedham, MA |
Q3 2024 |
103 |
$531M |
| BECK CAPITAL MANAGEMENT, LLC |
Austin, TX |
Q3 2024 |
118 |
$374M |
| BECKER CAPITAL MANAGEMENT INC |
Portland, OR |
Q3 2024 |
275 |
$3.08B |
| Beckerman Institutional, LLC |
Ocean Grove, NJ |
Q3 2024 |
96 |
$119M |
| BECK MACK & OLIVER LLC |
New York, NY |
Q3 2024 |
175 |
$5.14B |
| BEDDOW CAPITAL MANAGEMENT INC |
Jackson, WY |
Q3 2024 |
58 |
$244M |
| Bedel Financial Consulting, Inc. |
Indianapolis, IN |
Q3 2024 |
258 |
$709M |
| BEDEL FINANCIAL CONSULTING INC |
Indianapolis, IN |
Q3 2023 |
235 |
$494M |
| Bedell Frazier Investment Counselling, LLC |
Walnut Creek, CA |
Q3 2024 |
101 |
$419M |
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO |
Hilversum, Netherlands |
Q3 2024 |
41 |
$773M |
| BEECHER INVESTORS INC |
Darien, CT |
Q3 2022 |
12 |
$60.9M |
| Beech Hill Advisors, Inc. |
New York, NY |
Q3 2024 |
98 |
$264M |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
Canton, OH |
Q3 2024 |
233 |
$1.16B |
| Beirne Wealth Consulting Services, LLC |
Shelton, CT |
Q3 2024 |
103 |
$285M |
| BEL AIR INVESTMENT ADVISORS LLC |
Los Angeles, CA |
Q2 2021 |
381 |
$3.27B |
| Belfer Management LLC |
New York, NY |
Q3 2024 |
15 |
$6.18M |
| Bell Asset Management Ltd |
Melbourne, Australia |
Q3 2024 |
64 |
$546M |
| Bell Bank |
Fargo, ND |
Q3 2024 |
177 |
$845M |
| Bell & Brown Wealth Advisors, LLC |
Newport Beach, CA |
Q3 2024 |
71 |
$256M |
| Bellecapital International Ltd. |
Zurich, Switzerland |
Q3 2024 |
159 |
$504M |
| BELLEVUE ASSET MANAGEMENT, LLC |
Bellevue, WA |
Q3 2024 |
459 |
$195M |
| Bellevue Group AG |
Kuesnacht, Switzerland |
Q3 2024 |
162 |
$6.17B |
| Bell Investment Advisors, Inc |
Oakland, CA |
Q3 2024 |
1877 |
$545M |
| Bell Rock Capital LLC |
Rehoboth Beach, DE |
Q3 2022 |
94 |
$81M |
| Bellwether Advisors, LLC |
Lincoln, NE |
Q3 2024 |
125 |
$521M |
| Bellwether Investment Group, LLC |
Chattanooga, TN |
Q4 2017 |
63 |
$24.9M |
| Belmont Capital, LLC |
Los Angeles, CA |
Q3 2024 |
168 |
$602M |
| Belmont Global Advisors, Inc. |
Dallas, TX |
Q3 2016 |
57 |
$56.7M |
| Belpointe Asset Management LLC |
Reno, NV |
Q3 2024 |
921 |
$1.67B |
| Belvedere Trading LLC |
Chicago, IL |
Q3 2024 |
188 |
$1.67B |
| Benchmark Capital Advisors |
New York, NY |
Q4 2018 |
114 |
$99.9M |
| Benchmark Financial Wealth Advisors, LLC |
Boca Raton, FL |
Q3 2024 |
100 |
$300M |
| Benchmark Investment Advisors LLC |
Chicago, IL |
Q3 2024 |
86 |
$140M |
| Benchmark Wealth Management, LLC |
Old Lyme, CT |
Q3 2024 |
54 |
$202M |
| BENDER ROBERT & ASSOCIATES |
Pasadena, CA |
Q3 2024 |
39 |
$471M |
| Benedetti & Gucer, Inc. |
Atlanta, GA |
Q1 2024 |
143 |
$201M |
| BENEDICT FINANCIAL ADVISORS INC |
Atlanta, GA |
Q3 2024 |
126 |
$423M |
| Benefit Street Partners LLC |
New York, NY |
Q3 2023 |
8 |
$19.8M |
| Benin Management CORP |
Wilton, CT |
Q3 2024 |
124 |
$356M |
| BENJAMIN EDWARDS INC |
Clayton, MO |
Q3 2024 |
1082 |
$6.87B |
| Bennett Associates Wealth Management |
Butler, PA |
Q3 2024 |
45 |
$122M |
| BENNETT LAWRENCE MANAGEMENT L L C/NY |
New York, NY |
Q4 2015 |
90 |
$309M |
| BENNETT SELBY INVESTMENTS LP |
Falmouth, ME |
Q3 2024 |
75 |
$238M |
| BENNICAS & ASSOCIATES, INC. |
Portola Valley, CA |
Q4 2022 |
97 |
$173M |
| Bensler, LLC |
Bellevue, WA |
Q3 2024 |
164 |
$793M |
| Benson Investment Management Company, Inc. |
Roanoke, VA |
Q3 2024 |
49 |
$253M |
| BerganKDV Wealth Management, LLC |
Bloomington, MN |
Q2 2023 |
862 |
$1B |
| Berger Financial Group, Inc |
Plymouth, MN |
Q3 2024 |
390 |
$1.39B |
| Berkeley Capital Partners, LLC |
Milton, GA |
Q3 2024 |
164 |
$350M |
| BERKLEY W R CORP |
Greenwich, CT |
Q3 2024 |
142 |
$1.4B |
| BERKSHIRE ASSET MANAGEMENT LLC/PA |
Wilkes Barre, PA |
Q3 2024 |
284 |
$1.96B |
| Berkshire Bank |
Pittsfield, MA |
Q3 2024 |
153 |
$426M |
| BERKSHIRE CAPITAL HOLDINGS INC |
San Jose, CA |
Q3 2024 |
90 |
$236M |
| BERKSHIRE HATHAWAY INC |
Omaha, NE |
Q3 2024 |
40 |
$266B |
| Berkshire Money Management, Inc. |
Dalton, MA |
Q3 2024 |
40 |
$874M |
| Berkshire Partners LLC |
Boston, MA |
Q3 2024 |
1 |
$50.6M |
| Berman Capital Advisors, LLC |
Atlanta, GA |
Q3 2021 |
2109 |
$636M |
| Bernardo Wealth Planning LLC |
Harleysville, PA |
Q3 2024 |
114 |
$411M |
| Bernicke Wealth Management, Ltd. |
Altoona, WI |
Q2 2020 |
48 |
$135M |
| BERNZOTT CAPITAL ADVISORS |
Camarillo, CA |
Q3 2024 |
35 |
$232M |
| BERRY GROUP, LLC |
Worcester, MA |
Q4 2020 |
113 |
$221M |
| Berry Street Capital Management LLP |
London, United Kingdom |
Q3 2023 |
21 |
$233M |
| Berry Wealth Group, LP |
Granbury, TX |
Q3 2024 |
97 |
$140M |
| Beryl Capital Management LLC |
Redondo Beach, CA |
Q3 2024 |
30 |
$463M |
| BERYLSON CAPITAL PARTNERS, LLC |
Boston, MA |
Q3 2024 |
20 |
$41.2M |
| BESSEMER GROUP INC |
Woodbridge, NJ |
Q3 2024 |
2666 |
$60.7B |
| Beta Wealth Group, Inc. |
San Diego, CA |
Q3 2024 |
105 |
$222M |
| Betterment LLC |
New York, NY |
Q3 2024 |
421 |
$41.9B |
| Better Money Decisions, LLC |
Santa Fe, NM |
Q3 2024 |
64 |
$141M |
| BetterWealth, LLC |
San Jose, CA |
Q3 2024 |
63 |
$338M |
| Beutel, Goodman & Co Ltd. |
Toronto, Ontario, Canada |
Q3 2024 |
89 |
$20.3B |
| Beverly Hills Private Wealth, LLC |
Beverly Hills, CA |
Q3 2024 |
337 |
$495M |
| Bey-Douglas LLC |
Marietta, GA |
Q3 2024 |
43 |
$114M |
| BFAM Partners (Cayman) Ltd |
Northpoint, Hong Kong, Hong Kong |
Q3 2024 |
1 |
$44K |
| BFSG, LLC |
Irvine, CA |
Q3 2024 |
639 |
$861M |
| BG Investment Services, Inc. |
Hagatna, Guam |
Q4 2022 |
11 |
$91.7M |
| BHF Kleinwort Benson Group S.A. |
Brussels, Belgium |
Q1 2016 |
362 |
$3.44B |
| BHK Investment Advisors, LLC |
Birmingham, AL |
Q3 2024 |
63 |
$268M |
| BI Asset Management Fondsmaeglerselskab A/S |
Kobenhavn, Denmark |
Q3 2024 |
571 |
$5.77B |
| B&I Capital AG |
Zurich, Switzerland |
Q3 2024 |
27 |
$345M |
| Bickling Financial Services, Inc. |
Lexington, MA |
Q4 2022 |
119 |
$160M |
| Biechele Royce Advisors |
Fishers, IN |
Q3 2024 |
55 |
$303M |
| BIEGEL & WALLER LLC |
Columbia, MD |
Q3 2019 |
74 |
$179M |
| Bienville Capital Management, LLC |
New York, NY |
Q3 2024 |
76 |
$385M |
| Bigelow Investment Advisors, LLC |
Portland, ME |
Q3 2024 |
155 |
$224M |
| BIGLARI CAPITAL CORP. |
San Antonio, TX |
Q3 2024 |
13 |
$651M |
| BIGLARI, SARDAR |
San Antonio, TX |
Q3 2024 |
10 |
$47.1M |
| BigSur Wealth Management LLC |
Miami, FL |
Q3 2024 |
161 |
$363M |
| Bill Few Associates, Inc. |
Pittsburgh, PA |
Q3 2024 |
178 |
$282M |
| BILLINGS CAPITAL MANAGEMENT, LLC |
Arlington, VA |
Q4 2021 |
7 |
$79.3M |
| Bill & Melinda Gates Foundation |
Seattle, WA |
Q3 2024 |
5 |
$43.5M |
| BILL & MELINDA GATES FOUNDATION TRUST |
Kirkland, WA |
Q3 2024 |
24 |
$45.1B |
| Biltmore Capital Advisors LLC |
Princeton, NJ |
Q4 2021 |
156 |
$599M |
| Biltmore Family Office, LLC |
Charlotte, NC |
Q3 2024 |
270 |
$585M |
| Biltmore Wealth Management, LLC |
Tempe, AZ |
Q3 2024 |
55 |
$243M |
| Biomark Capital Management Co. LLC |
Greenwich, CT |
Q3 2018 |
2 |
$8.91M |
| Biondo Investment Advisors, LLC |
Milford, PA |
Q3 2024 |
92 |
$730M |
| BI Partners LLC |
Darien, CT |
Q3 2014 |
19 |
$69.8M |
| BIP Wealth, LLC |
Atlanta, GA |
Q3 2024 |
241 |
$1.47B |
| Birch Capital Management, LLC |
Dallas, TX |
Q3 2024 |
85 |
$205M |
| Birchcreek Wealth Management, LLC |
Miami Township, OH |
Q3 2024 |
117 |
$153M |
| Birch Grove Capital LP |
New York, NY |
Q3 2024 |
1 |
$8.83B |
| Birch Hill Investment Advisors LLC |
Boston, MA |
Q3 2024 |
178 |
$2.13B |
| Birchview Capital, LP |
Burlington, VT |
Q3 2024 |
61 |
$115M |
| BIRINYI ASSOCIATES INC |
Westport, CT |
Q3 2024 |
58 |
$348M |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL |
Birmingham, AL |
Q3 2024 |
109 |
$275M |
| Bishop & Co Investment Management, LLC |
Erie, PA |
Q3 2024 |
25 |
$263M |
| Bishop Rock Capital, L.P. |
New York, NY |
Q3 2023 |
18 |
$24.3M |
| BISLETT MANAGEMENT, LLC |
Palo Alto, CA |
Q3 2024 |
13 |
$149M |
| Bison Wealth, LLC |
Atlanta, GA |
Q3 2024 |
413 |
$627M |
| BIVIN & ASSOCIATES, INC. |
Ponca City, OK |
Q2 2022 |
314 |
$93.1M |
| BKM Wealth Management, LLC |
Brookfield, WI |
Q3 2024 |
160 |
$246M |
| BKS ADVISORS, LLC |
Southfield, MI |
Q1 2019 |
209 |
$249M |
| black-and-white Capital LP |
Los Angeles, CA |
Q2 2021 |
20 |
$573M |
| BlackBarn Capital Partners LP |
New York, NY |
Q3 2024 |
18 |
$230M |
| Blackcrane Capital, LLC |
Bellevue, WA |
Q1 2022 |
7 |
$13.2M |
| Black Creek Investment Management Inc. |
Toronto, Ontario, Canada |
Q3 2024 |
29 |
$2.83B |
| Black Cypress Capital Management, LLC |
Ponte Vedra Beach, FL |
Q3 2024 |
31 |
$111M |
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. |
Stamford, CT |
Q3 2024 |
12 |
$169M |
| Black Diamond Financial, LLC |
Towson, MD |
Q3 2024 |
145 |
$589M |
| BlackDiamond Wealth Management, LLC |
New York, NY |
Q3 2024 |
160 |
$165M |
| Blackhawk Capital Partners LLC. |
Thiensville, WI |
Q3 2024 |
129 |
$187M |
| BLACKHILL CAPITAL INC |
Morristown, NJ |
Q3 2024 |
52 |
$1.74B |
| Black Maple Capital Management LP |
Milwaukee, WI |
Q3 2024 |
82 |
$133M |
| BLACK POINT WEALTH MANAGEMENT |
Naples, FL |
Q3 2024 |
43 |
$86.3M |
| BlackRock Inc. |
New York, NY |
Q2 2024 |
5234 |
$4.41T |
| BlackRock, Inc. |
New York, NY |
Q3 2024 |
5174 |
$4.75T |
| Blacksheep Fund Management Ltd |
Co. Dublin, Ireland |
Q3 2024 |
4 |
$109M |
| Blackstart Capital LP |
New York, NY |
Q2 2020 |
21 |
$151M |
| Blackstone Inc. |
New York, NY |
Q3 2024 |
157 |
$22B |
| Blackston Financial Advisory Group, LLC |
The Villages, FL |
Q3 2024 |
134 |
$193M |
| Black Swift Group, LLC |
Boulder, CO |
Q3 2024 |
116 |
$453M |
| BLACKTHORN INVESTMENT GROUP LLC |
Overland Park, KS |
Q3 2015 |
70 |
$26.8M |
| BLAIR WILLIAM & CO/IL |
Chicago, IL |
Q3 2024 |
1821 |
$34B |
| Blake Schutter Theil Wealth Advisors, LLC |
Dayton, OH |
Q3 2024 |
158 |
$139M |
| Blankinship & Foster, LLC |
Solana Beach, CA |
Q3 2024 |
54 |
$452M |
| Blantyre Capital Ltd |
London, United Kingdom |
Q3 2024 |
1 |
$188M |
| B&L ASSET MANAGEMENT LLC |
Boston, MA |
Q3 2024 |
102 |
$158M |
| BLB&B Advisors, LLC |
Montgomeryville, PA |
Q3 2024 |
283 |
$1.96B |
| Bleakley Financial Group, LLC |
Fairfield, NJ |
Q3 2024 |
1020 |
$3.28B |
| Bleichroeder LP |
New York, NY |
Q3 2024 |
73 |
$372M |
| Blenheim Capital Management, L.L.C. |
Berkeley Heights, NJ |
Q3 2014 |
29 |
$80.1M |
| BLOCKHOUSE CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2018 |
25 |
$319M |
| BLODGETT WEALTH ADVISORS, LLC |
Concord, CA |
Q3 2024 |
59 |
$119M |
| BloombergSen Inc. |
Toronto, Ontario, Canada |
Q3 2024 |
31 |
$1.19B |
| BLOOM TREE PARTNERS, LLC |
New York, NY |
Q2 2023 |
44 |
$215M |
| Blooom, Inc. |
Overland Park, KS |
Q3 2022 |
38 |
$49.2M |
| Blossom Wealth Management |
San Ramon, Ca, CA |
Q3 2024 |
66 |
$49.6M |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S |
Klampenborg, Denmark |
Q3 2024 |
12 |
$3.46B |
| BLS GLOBAL EQUITIES LLC |
Klampenborg, Denmark |
Q4 2016 |
13 |
$297M |
| BLUE ARROW CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015 |
69 |
$361M |
| Blue Barn Wealth, LLC |
Orem, UT |
Q3 2024 |
156 |
$195M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
Blue Bell, PA |
Q3 2024 |
685 |
$524M |
| Blue Chip Partners, LLC |
Farmington Hills, MI |
Q3 2024 |
198 |
$1.15B |
| BlueChip Wealth Advisors LLC |
Milton, GA |
Q3 2024 |
152 |
$190M |
| Blue Chip Wealth Management, Inc. |
Miami Beach, FL |
Q3 2020 |
114 |
$127M |
| Blue Clay Capital Management, LLC |
Minneapolis, MN |
Q3 2016 |
85 |
$68.8M |
| Blue Creek Capital Management Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
6 |
$106M |
| BlueCrest Capital Management Ltd |
St Helier, Jersey |
Q3 2024 |
57 |
$437M |
| Blue Door Asset Management, LLC |
Stamford, CT |
Q3 2024 |
14 |
$145M |
| BlueDrive Global Investors LLP |
London, United Kingdom |
Q3 2024 |
10 |
$85.4M |
| Blue Edge Capital, LLC |
Richmond, VA |
Q3 2024 |
111 |
$642M |
| Blue Fin Capital, Inc. |
Warren, RI |
Q3 2024 |
139 |
$526M |
| BLUEFIN CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2024 |
73 |
$152M |
| Bluefin Trading, LLC |
New York, NY |
Q2 2020 |
187 |
$1.01B |
| Blue Granite Capital, LLC |
Charleston, SC |
Q4 2017 |
104 |
$136M |
| Bluegrass Capital Partners LP |
Palm Beach, FL |
Q3 2024 |
12 |
$110M |
| Blue Grotto Capital, LLC |
Atlanta, GA |
Q3 2024 |
25 |
$538M |
| Blue Investment Partners LLC |
Alamo, CA |
Q3 2024 |
49 |
$243M |
| BLUE JAY CAPITAL MANAGEMENT, LLC |
Los Angeles, CA |
Q2 2017 |
20 |
$147M |
| BlueMar Capital Management, LLC |
Miami, FL |
Q3 2024 |
23 |
$49.9M |
| Blue Owl Capital Holdings LP |
New York, NY |
Q3 2024 |
133 |
$515M |
| BluePath Capital Management, LLC |
Atlanta, GA |
Q3 2024 |
101 |
$160M |
| BluePointe Capital Management, LLC |
Menlo Park, CA |
Q3 2024 |
88 |
$154M |
| Blue Pool Management Ltd. |
Causeway Bay, Hong Kong |
Q3 2024 |
3 |
$277M |
| Blueprint Investment Partners LLC |
Greensboro, NC |
Q3 2024 |
164 |
$551M |
| Blue Rock Advisors, LLC |
Wayzata, MN |
Q4 2023 |
1 |
$7K |
| Bluescape Energy Partners LLC |
Dallas, TX |
Q3 2024 |
5 |
$438M |
| Blueshift Asset Management, LLC |
Red Bank, NJ |
Q3 2024 |
351 |
$403M |
| BlueSky Wealth Advisors, LLC |
New Bern, NC |
Q3 2024 |
75 |
$644M |
| Bluesphere Advisors, LLC |
East Norriton, PA |
Q3 2024 |
99 |
$202M |
| BlueSpruce Investments, LP |
Chicago, IL |
Q3 2024 |
35 |
$5.42B |
| BLUE SQUARE ASSET MANAGEMENT, LLC |
New York, NY |
Q3 2024 |
73 |
$186M |
| BLUESTEIN R H & CO LLC |
Birmingham, MI |
Q3 2022 |
340 |
$1.61B |
| BLUESTEM FINANCIAL ADVISORS, LLC |
Champaign, IL |
Q3 2024 |
27 |
$214M |
| Blue Trust, Inc. |
Alpharetta, GA |
Q3 2024 |
2902 |
$7.62B |
| Blue Water Life Science Advisors, LP |
Larkspur, CA |
Q3 2024 |
8 |
$114M |
| Blue Whale Capital LLP |
London, United Kingdom |
Q3 2024 |
20 |
$1.28B |
| Blue Zone Wealth Advisors, LLC |
Los Angeles, CA |
Q3 2024 |
99 |
$321M |
| BLUM CAPITAL PARTNERS LP |
San Francisco, CA |
Q2 2018 |
1 |
$34.1M |
| Blume Capital Management, Inc. |
Berkeley, CA |
Q3 2024 |
350 |
$442M |
| B. Metzler seel. Sohn & Co. AG |
Frankfurt, Germany |
Q3 2024 |
757 |
$10.1B |
| B. Metzler seel. Sohn & Co. Holding AG |
Frankfurt, Germany |
Q3 2024 |
757 |
$10.1B |
| BMI CAPITAL CORP |
New York, NY |
Q3 2014 |
12 |
$49.9M |
| BML Capital Management, LLC |
Zionsville, IN |
Q3 2024 |
29 |
$170M |
| BMS Financial Advisors, LLC |
Rapid City, SD |
Q2 2023 |
113 |
$153M |
| BMT Investment Advisors |
Berwyn, PA |
Q1 2020 |
80 |
$159M |
| BNC WEALTH MANAGEMENT, LLC |
Beaverton, OR |
Q3 2024 |
93 |
$271M |
| BNP PARIBAS |
Paris, France |
Q3 2024 |
380 |
$2.41B |
| BNP Paribas Asset Management Holding S.A. |
Paris, France |
Q3 2024 |
879 |
$40.3B |
| BNP PARIBAS FINANCIAL MARKETS |
Paris, France |
Q3 2024 |
3408 |
$103B |
| BOARDMAN BAY CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2021 |
37 |
$60.1M |
| Board of Trustees of The Leland Stanford Junior University |
Redwood City, CA |
Q3 2024 |
25 |
$1.17B |
| BOCHK Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
53 |
$336M |
| Bodri Capital Management, LLC |
San Francisco, CA |
Q3 2015 |
22 |
$101M |
| BOENNING & SCATTERGOOD, INC. |
West Conshohocken, PA |
Q4 2022 |
398 |
$406M |
| Bogart Wealth, LLC |
Mclean, VA |
Q3 2024 |
1128 |
$2.11B |
| Boit C F David |
Boston, MA |
Q3 2024 |
129 |
$202M |
| BOK Financial Private Wealth, Inc. |
Denver, CO |
Q3 2024 |
516 |
$1.38B |
| BOKF, NA |
Tulsa, OK |
Q3 2024 |
1362 |
$5.63B |
| Bollard Group LLC |
Boston, MA |
Q3 2024 |
295 |
$3.76B |
| BOLTON LP |
Greenwich, CT |
Q4 2015 |
25 |
$42.4M |
| Boltwood Capital Management |
Walnut Creek, CA |
Q3 2024 |
174 |
$337M |
| Bond Capital Management, LP |
San Francisco, CA |
Q3 2024 |
5 |
$207M |
| Bond & Devick Financial Network, Inc. |
St. Louis Park, MN |
Q3 2024 |
157 |
$234M |
| BONNESS ENTERPRISES INC |
Washington, DC |
Q3 2024 |
37 |
$301M |
| BONTEMPO OHLY CAPITAL MGMT LLC |
Bethesda, MD |
Q3 2024 |
35 |
$219M |
| Boomfish Wealth Group, LLC |
Alpharetta, GA |
Q3 2024 |
89 |
$163M |
| BOONE CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q3 2024 |
17 |
$386M |
| BOOTHBAY FUND MANAGEMENT, LLC |
New York, NY |
Q3 2024 |
1373 |
$3.17B |
| Boothe Investment Group, Inc. |
Dover, DE |
Q3 2024 |
40 |
$219M |
| Bordeaux Wealth Advisors LLC |
Menlo Park, CA |
Q3 2024 |
161 |
$553M |
| Border to Coast Pensions Partnership Ltd |
Leeds, United Kingdom |
Q3 2024 |
86 |
$4.9B |
| Borer Denton & Associates, Inc. |
Blue Bell, PA |
Q3 2024 |
61 |
$293M |
| Bornite Capital Management LP |
New York, NY |
Q3 2024 |
36 |
$566M |
| BOS Asset Management, LLC |
Springfield, IL |
Q3 2024 |
165 |
$272M |
| B.O.S.S. Retirement Advisors, LLC |
Lehi, UT |
Q3 2024 |
206 |
$497M |
| BOSTON ADVISORS LLC |
Boston, MA |
Q3 2019 |
597 |
$1.91B |
| Boston Common Asset Management, LLC |
Boston, MA |
Q3 2024 |
313 |
$3.84B |
| BOSTON FAMILY OFFICE LLC |
Boston, MA |
Q3 2024 |
275 |
$1.48B |
| BOSTON FINANCIAL MANGEMENT LLC |
Boston, MA |
Q3 2024 |
327 |
$3.35B |
| BOSTON MOUNTAIN MONEY MANAGEMENT INC |
Bentonville, AR |
Q3 2024 |
64 |
$172M |
| Boston Partners |
Boston, MA |
Q3 2024 |
704 |
$84.7B |
| BOSTON PRIVATE BANK & TRUST CO |
Boston, MA |
Q1 2015 |
1061 |
$2.17B |
| BOSTON PROVIDENT, L.P. |
Englewood, NJ |
Q3 2015 |
45 |
$102M |
| BOSTON RESEARCH & MANAGEMENT INC |
Manchester, MA |
Q3 2024 |
115 |
$426M |
| Boston Standard Wealth Management, LLC |
Winchester, MA |
Q3 2024 |
47 |
$514M |
| Boston Trust Walden Corp |
Boston, MA |
Q3 2024 |
382 |
$14.4B |
| BOSUN ASSET MANAGEMENT, LLC |
Chicago, IL |
Q3 2024 |
184 |
$207M |
| Bouchey Financial Group Ltd |
Troy, NY |
Q3 2024 |
153 |
$1.12B |
| BOULDER HILL CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2024 |
46 |
$35.4M |
| Boulder Wealth Advisors, LLC |
Boulder, CO |
Q3 2024 |
27 |
$184M |
| Boundary Creek Advisors LP |
New York, NY |
Q3 2024 |
11 |
$160M |
| BOURGEON CAPITAL MANAGEMENT LLC |
Darien, CT |
Q3 2024 |
105 |
$520M |
| BOURNE LENT ASSET MANAGEMENT INC |
Pawling, NY |
Q3 2024 |
62 |
$264M |
| Boussard & Gavaudan Investment Management LLP |
London, United Kingdom |
Q3 2024 |
70 |
$447M |
| Bouvel Investment Partners, LLC |
Phoenixville, PA |
Q3 2024 |
77 |
$266M |
| BOWEN HANES & CO INC |
Ponte Vedra Beach, FL |
Q3 2024 |
151 |
$3.81B |
| Bowie Capital Management, LLC |
Richardson, TX |
Q3 2024 |
29 |
$1.78B |
| Bowling Portfolio Management LLC |
Cincinnati, OH |
Q3 2022 |
183 |
$364M |
| Bowman & Co S.C. |
Oshkosh, WI |
Q3 2024 |
100 |
$191M |
| BOW STREET LLC |
New York, NY |
Q3 2016 |
4 |
$52.4M |
| Boxer Capital, LLC |
San Diego, CA |
Q3 2024 |
68 |
$2.04B |
| Boxwood Ventures, Inc. |
Chicago, IL |
Q3 2024 |
25 |
$64.6M |
| BOYAR ASSET MANAGEMENT INC. |
New York, NY |
Q3 2024 |
79 |
$155M |
| Boyce & Associates Wealth Consulting, Inc. |
Cedar Park, TX |
Q3 2024 |
71 |
$96.2M |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
Cleveland, OH |
Q3 2024 |
438 |
$365M |
| Boyd Wealth Management, LLC |
Sacramento, CA |
Q3 2024 |
48 |
$197M |
| Boyle Capital Management, L.L.C. |
West Des Moines, IA |
Q3 2016 |
21 |
$73.5M |
| BP CAPITAL FUND ADVISORS, LLC |
Dallas, TX |
Q4 2019 |
37 |
$98.3M |
| Bpifrance SA |
Maisons Alfort, Cedex, France |
Q3 2024 |
4 |
$2.88B |
| BP PLC |
London, United Kingdom |
Q3 2024 |
1 |
$13.2M |
| BPV Resources, LLC |
Orlando, FL |
Q2 2015 |
9 |
$8.8M |
| Bracebridge Capital, LLC |
Boston, MA |
Q3 2024 |
37 |
$263M |
| Bradley & Co. Private Wealth Management, LLC |
Miami, FL |
Q2 2024 |
182 |
$135M |
| BRADLEY FOSTER & SARGENT INC/CT |
Hartford, CT |
Q3 2024 |
457 |
$5.98B |
| Bradley Mark J. |
Wausau, WI |
Q2 2023 |
42 |
$101M |
| BRADY FAMILY WEALTH, LLC |
Saint Louis, MO |
Q3 2024 |
118 |
$333M |
| Braemar Energy Ventures III, LP |
New York, NY |
Q3 2023 |
2 |
$37.9M |
| Braeside Investments, LLC |
Dallas, TX |
Q3 2014 |
15 |
$68.5M |
| Bragg Financial Advisors, Inc |
Charlotte, NC |
Q3 2024 |
320 |
$2.43B |
| Brahman Capital Corp. |
New York, NY |
Q3 2023 |
20 |
$275M |
| BRAIDWELL LP |
Stamford, CT |
Q3 2024 |
81 |
$3.53B |
| Brainard Capital Management LLC |
Austin, TX |
Q1 2023 |
100 |
$131M |
| Bramshill Investments, LLC |
Naples, FL |
Q3 2024 |
133 |
$913M |
| Brand Asset Management Group, Inc. |
Chesterfield, MO |
Q3 2024 |
89 |
$255M |
| BRANDES INVESTMENT PARTNERS, LP |
La Jolla, CA |
Q3 2024 |
186 |
$8.89B |
| Brandywine Global Investment Management, LLC |
Philadelphia, PA |
Q3 2024 |
669 |
$15B |
| BRANDYWINE MANAGERS, LLC |
Hockessin, DE |
Q3 2024 |
35 |
$93M |
| BRANDYWINE OAK PRIVATE WEALTH LLC |
Kennett Square, PA |
Q3 2024 |
236 |
$1.03B |
| BRANDYWINE TRUST CO |
Hockessin, DE |
Q3 2024 |
33 |
$671M |
| BRANT POINT INVESTMENT MANAGEMENT LLC |
New York, NY |
Q3 2024 |
79 |
$438M |
| BRASADA CAPITAL MANAGEMENT, LP |
Houston, TX |
Q3 2024 |
137 |
$573M |
| Braslyn Ltd. |
Lyford Cay, New Providence, Bahamas |
Q3 2024 |
2 |
$12.6M |
| BRASS TAX WEALTH MANAGEMENT, INC |
Cincinnati, OH |
Q3 2024 |
162 |
$261M |
| Bratton Capital Management, L.P. |
Fort Worth, TX |
Q3 2024 |
1 |
$48.9M |
| Braun-Bostich & Associates Inc. |
Canonsburg, PA |
Q3 2024 |
113 |
$143M |
| BRAUN STACEY ASSOCIATES INC |
New York, NY |
Q3 2024 |
114 |
$2.63B |
| BRAVE ASSET MANAGEMENT INC |
Summit, NJ |
Q3 2024 |
165 |
$403M |
| Braver Wealth Management, LLC |
Needham, MA |
Q4 2016 |
145 |
$616M |
| Brave Warrior Advisors, LLC |
New York, NY |
Q3 2024 |
32 |
$4.82B |
| Bray Capital Advisors |
Naples, FL |
Q3 2024 |
258 |
$408M |
| BRC Investment Management LLC |
Greenwood Village, CO |
Q3 2016 |
176 |
$593M |
| BREACH INLET CAPITAL MANAGEMENT, LLC |
Mt. Pleasant, SC |
Q3 2024 |
10 |
$111M |
| BREAKLINE CAPITAL LLC |
New York, NY |
Q4 2022 |
26 |
$91.1M |
| Breakout Capital Partners, LP |
New York, NY |
Q3 2024 |
7 |
$92.3M |
| Breakwater Capital Group |
Paramus, NJ |
Q3 2024 |
286 |
$496M |
| Breakwater Investment Management |
Seattle, WA |
Q3 2024 |
316 |
$224M |
| Bredin Investment LLC |
Wilmington, DE |
Q4 2019 |
75 |
$122M |
| Breed's Hill Capital LLC |
Charlestown, MA |
Q3 2024 |
101 |
$122M |
| Bregal Investments, Inc. |
New York, NY |
Q3 2022 |
1 |
$60.8M |
| Bregal North America General Partner Jersey Ltd |
St. Helier, Jersey |
Q3 2023 |
1 |
$55.4M |
| Bregal Sagemount I, L.P. |
St. Helier, Jersey |
Q3 2023 |
1 |
$55.4M |
| Bregal Sagemount Management LP |
New York, NY |
Q3 2023 |
1 |
$55.4M |
| BREITER CAPITAL MANAGEMENT INC |
Bradenton, FL |
Q1 2022 |
134 |
$202M |
| Breithorn Capital Management |
New York, NY |
Q2 2017 |
45 |
$141M |
| Bremer Bank National Association |
St Paul, MN |
Q3 2024 |
172 |
$530M |
| BREMER TRUST NATIONAL ASSOCIATION |
St. Cloud, MN |
Q4 2018 |
748 |
$458M |
| Brendel Financial Advisors LLC |
Hanover, NH |
Q3 2024 |
94 |
$176M |
| Breogan Capital, LP |
New York, NY |
Q2 2018 |
18 |
$56.4M |
| Bretton Capital Management, LLC |
San Francisco, CA |
Q3 2024 |
20 |
$105M |
| Brevan Howard Capital Management LP |
St. Helier, Jersey |
Q3 2024 |
1050 |
$2.07B |
| Brewster Financial Planning LLC |
Brooklyn, NY |
Q3 2024 |
20 |
$129M |
| Briar Hall Management LLC |
Nashville, TN |
Q3 2024 |
1 |
$6.78B |
| Briaud Financial Planning, Inc |
College Station, TX |
Q3 2024 |
130 |
$194M |
| Brick & Kyle, Associates |
Newtown, PA |
Q3 2024 |
55 |
$229M |
| Brickley Wealth Management |
San Mateo, CA |
Q3 2024 |
48 |
$490M |
| Bricktown Capital, LLC |
Detroit, MI |
Q3 2024 |
28 |
$537M |
| Bridge Advisory, LLC |
Pasadena, CA |
Q3 2024 |
99 |
$210M |
| Bridge City Capital, LLC |
Lake Oswego, OR |
Q3 2024 |
112 |
$364M |
| Bridge Creek Capital Management LLC |
West Barnstable, MA |
Q3 2024 |
103 |
$332M |
| Bridgecreek Investment Management, LLC |
Tulsa, OK |
Q4 2023 |
95 |
$516M |
| Bridgefront Capital, LLC |
Austin, TX |
Q3 2024 |
501 |
$259M |
| BRIDGER MANAGEMENT, LLC |
New York, NY |
Q3 2024 |
29 |
$200M |
| BRIDGES INVESTMENT COUNSEL INC/ |
Omaha, NE |
Q4 2017 |
127 |
$181M |
| BRIDGES INVESTMENT MANAGEMENT INC |
Omaha, NE |
Q3 2024 |
400 |
$7.15B |
| Bridgewater Advisors Inc. |
New York, NY |
Q3 2024 |
136 |
$949M |
| Bridgewater Associates, LP |
Westport, CT |
Q3 2024 |
773 |
$17.7B |
| Bridgewater Wealth & Financial Management, LLC |
Bethesda, MD |
Q4 2017 |
27 |
$251M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
Houston, TX |
Q3 2024 |
1253 |
$4.63B |
| Bridgewealth Advisory Group, LLC |
Fresno, CA |
Q3 2024 |
91 |
$275M |
| Bridgeworth, LLC |
Birmingham, AL |
Q4 2023 |
177 |
$1.01B |
| BRIGADE CAPITAL MANAGEMENT, LP |
New York, NY |
Q3 2024 |
13 |
$176M |
| BRIGGS ADVISORY GROUP, INC. |
Lincoln, RI |
Q3 2023 |
60 |
$175M |
| BRIGHTFIELD CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015 |
21 |
$31.2M |
| BRIGHT FINANCIAL ADVISORS, INC. |
Portage, MI |
Q3 2024 |
53 |
$157M |
| Bright Futures Wealth Management, LLC. |
Webster, Ny 14580, NY |
Q3 2024 |
225 |
$206M |
| BRIGHTLIGHT CAPITAL MANAGEMENT LP |
Westport, CT |
Q3 2024 |
13 |
$208M |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC |
Miami, FL |
Q3 2024 |
20 |
$237M |
| BRIGHTON JONES LLC |
Seattle, WA |
Q3 2024 |
579 |
$2.66B |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
Hanover, MA |
Q3 2024 |
71 |
$497M |
| BRIGHT VALLEY CAPITAL Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
8 |
$128M |
| Brightwater Advisory LLC |
Tampa, FL |
Q3 2024 |
60 |
$136M |
| Brightworth |
Atlanta, GA |
Q3 2022 |
126 |
$933M |
| B. Riley Financial, Inc. |
Los Angeles, CA |
Q3 2024 |
15 |
$150M |
| B. Riley Wealth Advisors, Inc. |
Boca Raton, FL |
Q3 2024 |
1263 |
$3.6B |
| B. Riley Wealth Management, Inc. |
Memphis, TN |
Q2 2022 |
755 |
$1.01B |
| BRILLIANCE ASSET MANAGEMENT LTD |
Central, Hong Kong, Hong Kong |
Q3 2024 |
9 |
$391M |
| BRINKER CAPITAL INC |
Berwyn, PA |
Q2 2020 |
930 |
$3.13B |
| Brinker Capital Investments, LLC |
Berwyn, PA |
Q4 2022 |
1347 |
$5.02B |
| Brio Consultants, LLC |
San Francisco, CA |
Q3 2024 |
106 |
$629M |
| Bristlecone Advisors, LLC |
Bellevue, WA |
Q3 2024 |
364 |
$1.25B |
| Bristol Advisors, LLC |
Conshohocken, PA |
Q1 2019 |
22 |
$43M |
| Bristol County Savings Bank |
Taunton, MA |
Q4 2017 |
65 |
$107M |
| Bristol Gate Capital Partners Inc. |
Toronto, Ontario, Canada |
Q3 2024 |
31 |
$2.18B |
| BRISTOL JOHN W & CO INC /NY/ |
New York, NY |
Q3 2024 |
67 |
$6.26B |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
Victoria, British Columbia, Canada |
Q3 2024 |
725 |
$16.7B |
| Broad Bay Capital Management, LP |
New York, NY |
Q3 2024 |
20 |
$728M |
| Broadcrest Asset Management, LLC |
Winter Park, FL |
Q3 2024 |
4 |
$83.2M |
| Broadfin Capital, LLC |
New York, NY |
Q4 2019 |
35 |
$403M |
| Broadleaf Partners, LLC |
Hudson, OH |
Q3 2024 |
79 |
$423M |
| Broad Peak Investment Advisers Pte Ltd |
Singapore, Singapore |
Q3 2024 |
9 |
$326M |
| Broad Peak Investment Holdings Ltd. |
Singapore, Singapore |
Q1 2024 |
21 |
$531M |
| Broad Run Investment Management, LLC |
Arlington, VA |
Q3 2024 |
24 |
$828M |
| BROADVIEW ADVISORS LLC |
Milwaukee, WI |
Q2 2019 |
70 |
$324M |
| Broadview Financial Management, LLC |
Wauwatosa, WI |
Q3 2024 |
42 |
$148M |
| BROADWOOD CAPITAL INC |
New York, NY |
Q3 2024 |
7 |
$1.3B |
| Broderick Brian C |
Boston, MA |
Q3 2024 |
84 |
$511M |
| BROGAN FINANCIAL, INC. |
Knoxville, TN |
Q3 2024 |
52 |
$176M |
| Bromfield Sneider Wealth Advisors |
Westwood, MA |
Q1 2024 |
104 |
$162M |
| Bronson Point Management LLC |
Fairfield, CT |
Q3 2022 |
1 |
$8.26M |
| Bronte Capital Management Pty Ltd. |
Bondi Junction, Australia |
Q3 2024 |
25 |
$1.23B |
| BROOKFIELD Corp /ON/ |
Toronto, Ontario, Canada |
Q3 2024 |
107 |
$17.7B |
| Brooklyn FI, LLC |
New York, NY |
Q3 2024 |
60 |
$284M |
| Brooklyn Investment Group |
Brooklyn, NY |
Q3 2024 |
1039 |
$304M |
| Brookmont Capital Management |
Dallas, TX |
Q3 2024 |
56 |
$194M |
| Brookside Equity Partners LLC |
Stamford, CT |
Q3 2023 |
3 |
$22.5M |
| BROOKS, MOORE & ASSOCIATES, INC. |
Chattanooga, TN |
Q3 2024 |
92 |
$169M |
| Brookstone Capital Management |
Wheaton, IL |
Q3 2024 |
1002 |
$6.78B |
| BROOKTREE CAPITAL MANAGEMENT |
Gand Rapids, MI |
Q3 2024 |
25 |
$123M |
| Brophy Wealth Management, LLC |
Bedford, NH |
Q3 2024 |
212 |
$279M |
| Brouwer & Janachowski, LLC |
Mill Valley, CA |
Q3 2021 |
66 |
$574M |
| BROWN ADVISORY INC |
Baltimore, MD |
Q3 2024 |
1258 |
$79.6B |
| BROWN BROTHERS HARRIMAN & CO |
New York, NY |
Q3 2024 |
1419 |
$14.7B |
| BROWN CAPITAL MANAGEMENT LLC |
Baltimore, MD |
Q3 2024 |
133 |
$4.65B |
| Brown Financial Advisors |
Milford, OH |
Q3 2024 |
125 |
$243M |
| Brown Financial Advisory |
Fairhope, AL |
Q3 2024 |
36 |
$141M |
| BROWNING WEST LP |
Los Angeles, CA |
Q3 2024 |
2 |
$1.05B |
| BROWN, LISLE/CUMMINGS, INC. |
Providence, RI |
Q3 2024 |
619 |
$329M |
| Brown Miller Wealth Management, LLC |
Mclean, VA |
Q3 2024 |
127 |
$257M |
| Brown Shipley& Co Ltd |
London, United Kingdom |
Q3 2024 |
66 |
$201M |
| Brown University |
Providence, RI |
Q3 2024 |
10 |
$247M |
| BROWN WEALTH MANAGEMENT, LLC |
Naperville, IL |
Q3 2024 |
88 |
$277M |
| BRR OpCo, LLC |
Columbus, OH |
Q3 2022 |
219 |
$814M |
| Bruce & Co., Inc. |
Chicago, IL |
Q3 2024 |
41 |
$344M |
| Bruce G. Allen Investments, LLC |
Denver, CO |
Q3 2024 |
1115 |
$129M |
| Bruderman Asset Management, LLC |
Locust Valley, NY |
Q2 2022 |
64 |
$55.7M |
| BRUNI J V & CO /CO |
Colorado Springs, CO |
Q3 2024 |
30 |
$897M |
| BRX Global LP |
New York, NY |
Q3 2024 |
5 |
$153M |
| Bryant Woods Investment Advisors, LLC |
Getzville, NY |
Q3 2024 |
46 |
$196M |
| Bryn Mawr Capital Management, LLC |
Philadelphia, PA |
Q3 2024 |
404 |
$1.85B |
| BRYN MAWR TRUST Co |
Berwyn, PA |
Q3 2024 |
2070 |
$5.57B |
| BSN Capital Partners Ltd |
London, United Kingdom |
Q3 2024 |
38 |
$460M |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
London, United Kingdom |
Q3 2021 |
23 |
$410M |
| BSW Wealth Partners |
Boulder, CO |
Q3 2024 |
303 |
$666M |
| B & T Capital Management DBA Alpha Capital Management |
Austin, TX |
Q3 2024 |
111 |
$532M |
| BTC Capital Management, Inc. |
Des Moines, IA |
Q3 2024 |
210 |
$1.12B |
| BTG Pactual Asset Management US LLC |
New York, NY |
Q3 2024 |
192 |
$681M |
| BTR CAPITAL MANAGEMENT INC |
Oakland, CA |
Q3 2022 |
162 |
$641M |
| BTS Asset Management, Inc. |
Lincoln, MA |
Q3 2024 |
30 |
$105M |
| BT Wealth Management LLC |
Atlanta, GA |
Q2 2022 |
65 |
$356M |
| BUCKHEAD CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q3 2024 |
126 |
$316M |
| Buckingham Capital Management, Inc. |
Dayton, OH |
Q3 2024 |
141 |
$874M |
| BUCKINGHAM STRATEGIC PARTNERS, LLC |
Saint Louis, MO |
Q3 2024 |
752 |
$4.75B |
| BUCKINGHAM STRATEGIC WEALTH, LLC |
Clayton, MO |
Q2 2024 |
765 |
$9.66B |
| Buckley Wealth Management, LLC |
Las Vegas, NV |
Q3 2024 |
97 |
$325M |
| Buck Wealth Strategies, LLC |
Denver, CO |
Q3 2024 |
68 |
$318M |
| Buffington Mohr McNeal |
Boise, ID |
Q3 2024 |
130 |
$608M |
| BUILDER INVESTMENT GROUP INC /ADV |
Atlanta, GA |
Q3 2024 |
102 |
$372M |
| Bulldog Investors, LLP |
Saddle Brook, NJ |
Q3 2024 |
141 |
$290M |
| Bull Oak Capital, LLC |
San Diego, CA |
Q3 2024 |
124 |
$174M |
| Bullseye Asset Management LLC |
Denver, CO |
Q3 2024 |
62 |
$217M |
| Bullseye Investment Management, LLC |
Cincinnati, OH |
Q3 2024 |
61 |
$171M |
| Bull Street Advisors, LLC |
Savannah, GA |
Q3 2024 |
91 |
$215M |
| Bulltick Wealth Management, LLC |
Miami, FL |
Q3 2024 |
108 |
$403M |
| Burford Brothers, Inc. |
Dallas, TX |
Q3 2024 |
157 |
$192M |
| Burford Capital Investment Management LLC |
Chicago, IL |
Q3 2020 |
1 |
$6.17M |
| Burgundy Asset Management Ltd. |
Toronto, Ontario, Canada |
Q3 2024 |
106 |
$10.1B |
| BURKE & HERBERT BANK & TRUST CO |
Alexandria, VA |
Q3 2024 |
229 |
$430M |
| BURKETT FINANCIAL SERVICES, LLC |
Rock Hill, SC |
Q3 2024 |
212 |
$242M |
| Burleson & Company, LLC |
Petaluma, CA |
Q4 2022 |
413 |
$400M |
| BURNEY CO/ |
Reston, VA |
Q3 2024 |
597 |
$2.81B |
| BURNHAM ASSET MANAGEMENT CORP /NY/ |
New York, NY |
Q2 2016 |
202 |
$359M |
| BURNS J W & CO INC/NY |
Dewitt, NY |
Q3 2024 |
186 |
$769M |
| Burns Matteson Capital Management, LLC |
Corning, NY |
Q3 2024 |
158 |
$160M |
| BURR FINANCIAL SERVICES, LLC |
Pleasant Hill, CA |
Q3 2024 |
27 |
$141M |
| Burt Wealth Advisors |
North Bethesda, MD |
Q3 2024 |
118 |
$406M |
| Busey Bank |
Urbana, IL |
Q3 2024 |
344 |
$3.06B |
| BUSH INVESTMENT GROUP, LLC |
Valdosta, GA |
Q3 2024 |
31 |
$125M |
| BUSH ODONNELL INVESTMENT ADVISORS INC |
St Louis, MO |
Q3 2018 |
26 |
$65.2M |
| Buska Wealth Management, LLC |
Wausau, WI |
Q2 2024 |
58 |
$287M |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
Ponte Vedra Beach, FL |
Q3 2024 |
95 |
$337M |
| Buttonwood Financial Advisors Inc. |
Baltimore, MD |
Q3 2024 |
96 |
$229M |
| Buttonwood Financial Group, LLC |
Kansas City, MO |
Q3 2024 |
27 |
$167M |
| BVF INC/IL |
San Francisco, CA |
Q3 2024 |
55 |
$3.42B |
| BWCP, LP |
Dallas, TX |
Q3 2024 |
26 |
$451M |
| BW Gestao de Investimentos Ltda. |
Sao Paulo, Brazil |
Q3 2024 |
64 |
$604M |
| BWM Planning, LLC |
The Woodlands, TX |
Q3 2024 |
76 |
$225M |
| Byrne Asset Management LLC |
Kingston, NJ |
Q2 2024 |
534 |
$140M |